
Guide to Patent Policies of Standards-Development Organizations, Second Edition
Description
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Guide to Patent Policies of Standards-Development Organizations, Second Edition is a comprehensive set of annotated, policy-neutral language that can be instantly accessed and utilized by SDOs who are developing new patent policies or those looking to refine or interpret existing policies.
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Content
- Intro
- Title Page
- Copyright Page
- Contents
- Preface to the Second Edition
- Preface to the First Edition
- About the Editors
- Introduction
- The Nature and Range of SDOs
- Operation of the Standards-Development Process
- How to Use This Guide
- Section I: Definitions
- Section II: General Terms
- A. Effect of Policy
- B. Noncompliance
- Section III: Patent Disclosures
- A. Obligation to Disclose
- 1. Participant's Patents Covering Its Own Contributions
- 2. Participant's Patents Covering Any Standards Document
- 3. Third-Party Claims
- B. Timing of Patent Disclosures
- 1. Upon Entry in SDO
- 2. Examples of Timing of Disclosures
- C. Format of Patent Disclosures
- 1. Disclosures Using a Required Format
- 2. Disclosures When No Specific Format Is Required
- 3. Content and Specificity of Patent Disclosures
- 4. Blanket Patent Disclosures
- 5. Updating Patent Disclosures
- D. Disclosure Exclusions, Exemptions, and Opt-Out
- 1. Opt-Out for Non-Involvement
- 2. Exemption from Disclosure If Licensing Commitment Is Made
- 3. Exceptions ("Negative Disclosure")
- E. Duration of Patent Disclosure Obligation
- F. Potential Consequences of Non-Compliance with Disclosure Obligations
- Section IV: Licensing Commitments and Licensing Statements
- A. Licensing Commitments
- 1. How a Licensing Commitment Arises
- 2. Covenant versus License
- 3. Open-Source Software Considerations
- 4. Basic Terms of the Licensing Commitment
- a. Which Essential Claims Must Be Licensed?
- b. Which Standards Documents Should Be Covered?
- c. Control over Essential Claims
- d. To Whom Must Licenses Be Granted?
- e. Monetary Consideration
- f. Scope of License
- g. Nonexclusivity
- h. Nontransferability
- i. Duration
- j. Irrevocability
- k. No Sublicensing
- 5. Reciprocity
- a. Bilateral Reciprocity
- b. Universal Reciprocity
- 6. Defensive Suspension
- B. Obligation Structure of the Licensing Commitment
- 1. Events Triggering the Imposition of a Licensing Commitment
- 2. Events That Render Licensing Commitments Effective
- 3. Establishment of Licensing Commitments by Working Groups
- 4. Reduction of Licensing Commitment
- 5. Effect of Opt-Out and Opt-Down
- C. Licensing Statements
- 1. Elements and Types of Licensing Statements
- 2. Timing of Licensing Statements
- 3. Format of Licensing Statements
- 4. Content and Specificity of Licensing Statements
- 5. Who Must Make a Licensing Statement?
- 6. Irrevocability of Licensing Commitments
- Withdrawal from SDO
- D. The Effect of Patent Transfers on Licensing Commitments
- Section V: Normative and Informative References
- 1. Claims Expressly Not Covered
- 2. Consistency Required
- 3. Disclosure Requested
- Section VI: SDO Actions and Responsibilities
- A. Treatment of Patent Disclosures and Licensing Statements
- 1. Publication of Patent Disclosures and Licensing Statements
- 2. Retention of Patent Disclosures and Licensing Statements
- B. Review of Patent Disclosures and Licensing Statements by the SDO
- 1. Rejection by the SDO
- 2. Correction of Clerical Errors
- 3. Resubmission to the SDO
- 4. Verification by the SDO
- C. SDO Notification and Disclaimer
- D. Policy Guidelines and Guidance
- Section VII: Other Policy Provisions
- A. Effect of Participant's Withdrawal from the SDO
- B. Licensing Commitments and Injunctive Relief
- C. Dispute Resolution
- D. Choice of Law
- Appendix A: Disclosure and Licensing Templates to Accompany SDO Patent Policies
- Appendix B: Sample Licensing Agreements for Standards-Essential Patents
- Appendix B1: Patent License Agreement
- Appendix B2: Patent License Agreement Terms
- Appendix C: Selected SDO IPR Policies
- Index
- Back Cover
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