Guide to Patent Policies of Standards-Development Organizations, Second Edition.

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.

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Electronic reproduction. Ann Arbor, Michigan : ProQuest Ebook Central, 2024. Available via World Wide Web. Access may be limited to ProQuest Ebook Central affiliated libraries.