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INTELLECTUAL PROPERTY LAW: CASES & MATERIALS (Ver. 2.2, 2011)
Lydia Pallas Loren & Joseph Scott Miller

Instructions for Professors interested in adopting this book and obtaining a review copy and a copy of the teacher's manual

Download all or part of this book

Coming no later than August 1, 2012: Ver. 3.0 with revisions reflecting the America Invents Act, Prometheus v. Mayo and a new section on design patents.
To receive an email when Ver. 3.0 is available, let us know: adoptions@semarphorepress.com

In this casebook, Loren and Miller provide engaging and challenging coverage of all the major types of intellectual property law: trade secret, patent, copyright, and trademark law. In addition, the book kicks off with an introductory chapter that explores the basic policies animating intellectual property law through the lens of the common law tort of misappropriation. It closes with a chapter on the right of publicity - a state-law outgrowth of privacy law premised, in part, on facets of trademark policy - which has expanded with the rise of celebrity culture. Loren and Miller augment the tightly edited cases with concise notes and questions designed to guide student analysis and to challenge students to make vital connections within and across doctrines and policies. Finally, the authors - veteran teachers of the intellectual property law survey course - offer a comprehensive Teacher's Manual on request. 


Chapter 1:    Introduction

A. Intellectual Property Law's Basic Policies

B. Overview of Intellectual Property Rights

C. An Example of IP Protection: Misappropriation

International News Service v. Associated Press

National Basketball Ass'n v. Motorola, Inc.

Barclays Capitol Inc. v. Theflyonthewall.com

Chapter 2:    Trade Secret Law

            I. Defining A Trade Secret

                        A. When Is A Secret A Secret?

                                    Amoco Production Co. v. Laird

                                    CDI Energy Services, Inc. v. West River Pumps, Inc.

P. Samuelson & S. Scotchmer, The Law And Economics of Reverse Engineering, 11 Yale L.J. 1575 (2002)

B. Reasonable Efforts To Maintain Secrecy

            Rockwell Graphic Systems, Inc. v. DEV Industries, Inc.

II. Misappropriation & Remedies

A. Defining "Misappropriation"

E.I. duPont deNemours & Co. v. Christopher

Omega Optical, Inc. v. Croma Technology Corp.

Silvaco Data Sys. v. Intel Corp.

B. Basic Remedies for Misappropriation

R. Lambrecht, Trade Secrets & the Internet: What Remedies Exist For Disclosure in the Inform'n Age,18 Rev. Litig. 317 (1999)

1. Injunctive Relief

            Stampede Tool Warehouse Inc. v. May

2. Damages

                        Pioneer Hi-Bred Int'l v. Holden Found. Seeds, Inc.

III. Special Remedies Challenges

A. Trade Secrets and Internet Disclosure

R. Lambrecht, Trade Secrets & the Internet: What Remedies Exist For Disclosure in the Inform'n Age, 18 Rev. Litig. 317 (1999)

DVD Copy Control Ass'n v. Bunner

The Criminalization of Trade Secret Misappropriation

B. The Criminalization of Trade Secret Misappropriation

C. The Inevitable Disclosure Doctrine

M. Garrison & J. Wendt, The Evolving Law Of Employee Noncompete Agreements: Recent Trends and an Alternative Policy Approach,45 Am. Bus. L.J. 107 (2008)

PepsiCo, Inc. v. Redmond

Bayer Corp. v. Roche Molecular Systems

IV. Alternatives & Complements

A. Noncompetition Agreements

R. Gilison, The Legal Infrastructure of High-Technology Industrial Districts: Silicon Valley, Route 128, and Covenants Not To Compete, 74 NYU L. Rev. 575 (1999)

W. Landis & R. Posner, The Economic Structure Of Intellectual Property Law (2003)

Google, Inc. v. Microsoft Corp.

Walter Karl, Inc. v. Wood

BDO Seidman v. Hirshberg

Statutory Restrictions on Non-Competition Agreements:
The Oregon Example

B. Patent Law: A Complement To Trade Secret Law?

W. Landes & R. Posner, The Economic Structure Of Intellectual Property Law (2003)

Chapter 3: Patent Law

            I. The Patent System, and Claim Construction

                        A. Theoretical Underpinnings

                        B. Obtaining a U.S. Patent

                        C. Reading a U.S. Patent Document*

                        D. Claim Construction

                                    1. Assigning the Construction Task

                                    2. Claim Construction Methods

                                                Nystrom v. TREX Co. (Nystrom I)

                        * U.S. Patent No. 5,474,831 to Ron Nystrom

            II: Claim Construction Methods, And Definiteness

                        A. Claim Construction Methods, continued

                                    Phillips v. AWH Corp.

                                    Nystrom v. TREX Co. (Nystrom II)

                        B. Claim Definiteness

                                    Hearing Components, Inc. v. Shure, Inc.

            III. An Adequate Written Disclosure

                        A. The Enablement Requirement

                                    In re Wands

                                    Sitrick v. Dreamworks, LLC

                        B. The Written Description Requirement

                        C. The Best Mode Requirement

            IV. Patentable Subject Matter and Utility

                        A. Patentable Subject Matter

                                    Diamond v. Diehr

                                    Bilski v. Kappos

                        B. Utility

                                    Brenner v. Manson

                                    Juicy Whip, Inc. v. Orange Bang, Inc.

            V. Novelty And Statutory Bars

                        A. An Introduction to § 102

                        B. Anticipation's Identity & Enablement Requirements

                                    Titanium Metals Corp. v. Banner

                        C. What is a "Printed Publication"?

                                    In re Klopfenstein

                        D. Statutory Bars and Experimental Use

                                    1. What is "In Public Use"?

                                               Beachcombers v. Wildewood Creative Prods.

                                    2. When Does the One-Year Grace Period Start to Run?

                                                Pfaff v. Wells Electronics, Inc.

                                                General Motors Corp. v. General Elec. Co.

            VI. The Nonobviousness Requirement

                        A. An Introduction to § 103

                        B. Contemporary Nonobviousness Analysis

                                    KSR International Co. v. Teleflex Inc.

                                    Ortho-McNeil Pharmaceutical, Inc. v. Mylan Laboratories, Inc.

                        C. What Prior Art is Pertinent Under § 103?

                                    In re Clay

            VII. Infringement

                        A. Ownership & Standing

                        B. Direct and Indirect Infringement

                        C. Literal Infringement

                        D. The Doctrine of Equivalents

                                    1. The Basics

                                    2. Contemporary Equivalents Analysis

a. Prosecution History Estoppel

Festo Corp. v. Shoketsu Kinzoku Kogyo Kabushiki Co.

b. The Disclosure-Dedication Rule

Johnson & Johnston Associates Inc. v. R.E. Service Co.

c. The All Limitations Rule

Freedman Seating Co. v. American Seating Co.

            VIII. Remedies

                        A. Damages

                                    1. Marking and the Statute of Limitations

                                    2. Adequate Compensation

                                                Grain Processing Corp. v. American Maize-Products Co.

                                    3. Treble Damages and Attorney Fees

                                                In re Seagate Technology, LLC

                        B. Injunctions

                                    eBay v. MercExchange, LLC

Chapter 4: Copyright Law

I. Theory And Copyrightable Subject Matter

            A. Theoretical Underpinnings

            B. Copyrightable Subject Matter

                        1. Fixation

                        2. Originality

                                    Bleistein v. Donaldson Lithographing Co.

                                    Feist Publications, Inc. v. Rural Telephone Service Co.

II. The Boundaries Of Copyrightable Subject Matter

            A. The Idea-Expression Dichotomy

                        Baker v. Selden

            B. Useful Articles

                        Brandir International, Inc. Cascade Pacific Lumber Co.

            C. Computer Software

                        Apple Computer, Inc. Franklin Computer Corp.

                        Merger, Menu Commands, and the Cost of Error for Useful Works

III. Obtaining, Owning, and Maintaining a Copyright

            A. Who is an Author?

                        1. Authors and Joint Authors

                                    Thomson v. Larson

                                    2. Work Made for Hire

                                                Community for Creative Nonviolence v. Reid

                        B. Formalities

                                    1. Registration & Deposit

                                    2. Notice

                                    3. Transfers of Copyright Ownership & the Potential for Recording Transfers

            C. Duration

                        Eldred v. Ashcroft

            D. Renewals and Termination of Transfers

IV. The Rights of a Copyright Owner

                        A. Establishing a Prima Facie Case of Infringement

                                    1. Copying-in-fact

                                    Three Boys Music Corp. v. Bolton

                        2. Improper Appropriation and the "Substantially Similar" Copy

                                    Export Ventures, Inc. v. Einstein Moomjy, Inc.

            B. The § 106 Rights

                        1. The Reproduction Right

                        2. The Right to Prepare Derivative Works

                        3. The Right to Distribute CopiesPublic Display

                        4. Public Performance and Public Display

                                    In re Application of Cellco Partnership d/b/a Verizon Wireless

            C. The § 106A Rights

V.  Fair Use – The "Breathing Space Within the Confines of Copyright"

            Campbell v. Acuff-Rose Music, Inc.

            Harper & Row, Publishers, Inc. v. Nation Enterprises

           Fair Use and Market Failure

VI.  Fair Use – The Challenge of Accommodating New Technologies

            Sony Corp. of America v. Universal City Studios, Inc

            American Geophysical Union v. Texaco, Inc.

            Perfect 10, Inc. v. Amazon, Inc.

            Fair Use of Computer Software: Reverse Engineering

            An Alternative Means of Creating "Breathing Space": Open Source and Creative Commons Licenses

VII.  Secondary Liability and Para-Copyright

            A.  Secondary Liablity

                        1. Contributory and Vicarious Liability

                        Fonovisa Inc. v. Cherry Auction, Inc.

                        2. Secondary Liability for Device Manufacturers

                        Sony Corp. of America v. Universal City Studios, Inc.

                        3. Inducing Infringement 

                      MGM Studios Inc. v. Grokster Ltd.

            B.  Digital Rights Management (DRM) and Para-Copyright

            C. Notice and Take-Down                     

VIII.  Remedies

            A.  Damages

                        1. Actual Damages

                        Frank Music Corp. v. Metro-Goldwyn-Mayer, Inc.

                       Davis v. The Gap, Inc.

                        2. Statutory Damages

                        Zomba Enterprises, Inc. v. Panorama Records, Inc.

            B.  Attorney Fees

                        Zomba Enterprises, Inc. v. Panorama Records, Inc.

            C.  Injunctions

                        1. Preliminary Injunctions

                        Salinger v. Colting

                        2. Permanent Injunctive relief

            D. Criminal Infringement

Chapter 5: Trademark Law

I.  Trademark Protection

            A. Theoretical Underpinnings

            B. What Can Be a Trademark?

                        Zatarain’s, Inc. v. Oak Grove Smokehouse, Inc.

            C. Introduction to "Likelihood of Confusion"

                        Top Tobacco, L.P. v. North Atlantic Operating Company, Inc.

            D. Federal Registration

                        1. Registrable and Unregistrable Marks

                        2. The Registration Process

                        3. Notice, Renewal, Duration of Registered Mark

                        4. Incontestability

                        5. Cancellation of a Registered mark

                        6. Certification Marks and Collective Marks

II.  “Device” Marks and Trade Dress Protection

            A. Color as a Trademark

                        Qualitex Co. v. Jacobson Prods. Co.

            B. Trade Dress Protection

                        Two Pesos, Inc. v. Taco Cabana, Inc.

                        Wal-Mart Stores, Inc. v. Samara Brothers, Inc.

            C. Functionality

                        Traffix Devices, Inc. v. Martketing Displays, Inc.

III.  The Rights of a Trademark Owner: Infringement & Counterfeiting

            A.  Registered mark infringement 

                       Kellogg Co. v. Toucan Golf, Inc.

                       Experience Hendrix, LLC v. Electric Hendrix, LLC

            B. Claims Under Section 43(a)

                       King of the Mountain Sports, Inc. v. Chrysler Corp.

            C. Confusion as to "Origin"

                       Dastar Corp. v. Twentieth Century Foxfilm Corp.

            D. Trademark Counterfeiting

IV.  Trademark Dilutionng

            A.  Likelihood of Dilution 

                       Starbuck Corp. v. Wolfe's Borough Coffee, Inc.

                       Levi Strauss & Co. v. Abercrombie & Fitch Trading Co.

            B. The Fame Requirement

                       Board of Regents, University of Texas v. KST Elec.      

            V.  Comparative Advertising, Fair Use and Other Defenses

            A.  Advertising and Comparative Advertising

                       Smith v. Chanel, Inc.

            B.  Descriptive Fair Use

                       KP Permanent make-Up, Inc. v. Lasting Impressions I, Inc.

            C. Nominative / Noncommercial Fair Use

                       Century 21 Real Estate Corp. v. Lendingtree, Inc.

            D. Fair Use and Parody

                       Louis Vuitton Malletier S.A. v. Haute Diggity Dog, LLC

            VI.  Trademark and Unique Internet Issues

            A.  Initial Interest Confusion and the Internet

                       Network Automation, Inc. v. Advanced Systems Concepts, Inc.

                       Lamparello v. Falwell

                        B.  Cybersquatting

                       Sporty's Farm L.L.C. v. Sportsman's Market, Inc.

                       Lamparello v. Falwell

            VII.  Remedies

            A.  Induction and Overview

                        1. Monetary Awards

                        2. Injunctions & Destruction Orders

                        3. Laches

                        B. Cases

                       Tamko Roofing Prods. v. Ideal Roofing Co.

                       New York City Triathlon, LLC v. NYC Triathlon Club, Inc.

Chapter 6: The Right Of Publicity

I. Privacy

            A. Rejecting Privacy Rights

                        Schuyler v. Curtis

                        Samuel D. Warren & Louis D. Brandeis, The Right to Privacy, 4 Harv. L. Rev. 193, 193-96 (1890)

                        Roberson v. Rochester Folding Box Co.

            B. Embracing Privacy Rights

                        Pavesich v. New England Life Insurance Co.

II. From Privacy to Publicity

            Edison v. Edison Polyform Mfg.

            O'Brien v. Pabst Sales Co.

            Haelan Laboratories v. Topps Chewing Gum, Inc.

Martin Luther King, Jr. Ctr for Social Change, Inc. v. American Heritage Prods.

III. The Broad Reach of Publicity Rights

           Carson v. Here's Johnny Portable Toilets

           Midler v. Ford Motor Co.

           White v. Samsung Elecs. Am., Inc.

IV. Free Expression Limits

            Zacchini v. Scripps-Howard Broadcasting Co.

            Cardtoons, LLC v. Major League Baseball Players Ass'n

            Comedy III Prods. v. Gary Saderup, Inc.

            Winter v. DC Comics

  No Doubt v. Activision Publishing, Inc

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