Showing posts with label fair use. Show all posts
Showing posts with label fair use. Show all posts

Monday, February 17, 2014

Martinson Coffee's Advertising Campaign Risks Elvis Presley Estate Lawsuit


I recently came across a billboard on the side of a telephone booth (yes, those still exist) in New York City, and stopped dead in my tracks to snap a photograph of it.


The primary reason that the advertisement caught my attention was that about three years ago, I had considered approving a similar advertising campaign.  We considered utilizing a stock photograph of a cheesy Elvis Presley impersonator along with the tagline: "Not All Imitation Is Flattery."

Now, there is an ongoing debate in legal circles about whether such commercial use of a famous persona should be protected as free speech and constitute a form of parody or fair use, or whether such use could conceivably be an infringement of the late Elvis Presley's right of publicity and trade dress and trademark rights.

Absent such a finding of free speech or fair use, the unauthorized commercial use of a famous person's likeness can constitute an infringement of their right to publicity.  This right can be protected under state law, even long after their death, unless that right has lapsed, or the person's identity is in the public domain.

Last year, we reported on the legal developments involving Albert Einstein's likeness and how use of it embroiled General Motors in protracted litigation.

There has been much written in the academic literature about the fuzzy boundaries between unlawful imitation and flattery. For example, Touro Law Review published an article in 2012 about this subject.

Aware of how aggressive Elvis Presley Enterprises (EPE) has been in the past in protecting Presley's image and likeness, we had contacted EPE to discuss whether we could obtain a license. This standard "clearance" procedure is a prudent measure, regardless of whether a fair use/parody defense exists.

I was informed by EPE's representative that the Estate would not offer a license for Elvis' likeness to be used in this manner. (It is possible that the unflattering impersonator we were considering using may have played a role).

Regardless of the legal merits of EPE's position, out of respect for "the King's" intellectual property rights and to avoid the risk of litigation, we never approved or ran the advertisement.

Now, it would appear that Martinson Coffee had a similar idea, and decided to run the advertisement.


According to a press release issued by Martinson in October 2013, it is using a media blitz campaign, including with roving trucks emblazoned with the billboards. "The Martinson® Coffee trucks will appear in over two dozen locations during the campaign. The social media launch will run in conjunction with a city-wide advertising campaign. The ads, featured on New York commuter rail stations, subway stations and the like, will focus on proving why Martinson is the Real Joe."


I contacted Martinson Coffee's public relations department by e-mail, to ask if they had sought or received a license from EPE. This is what they said:


"We currently buy our images from a stock image company.  They provide all the licenses for all the images they own.

We don’t do anything on our end.  They vet those issues out prior."

In other words, the advertising agency utilized "stock photography" and assumed that the stock photography company had acquired and provided all relevant licenses.

But this assumption is usually factually and legally incorrect.

For example, iStockPhoto, Getty Images, ShutterStock and other "stock image" galleries offer a variety of "Elvis Impersonator" photographs.

However, the licenses offered for such stock photographs is typically "for editorial use only."  Their Terms of Use specifically state that "Files for Editorial Use Only cannot be used for any commercial purposes. These files may contain identifiable brands, locations or people without the proper legal releases needed for commercial use.  They may be used in blogs, magazine and newspaper editorial applications, or other non-commercial uses." Shutterstock explains the distinction on its website.

Therefore, assuming for argument's sake that Martinson acquired its Elvis impersonator image from such a third party stock image company, its commercial use would clearly fall outside the scope of the editorial use only license.

Consequently, Martinson could not avail itself of the license defense, and could not drag the third party stock image company into the case to indemnify (defend) it.

Further, whatever "releases" the stock image company acquired for use of the image would only involve the model depicted in the photograph -- not the Elvis Presley Estate, who has the legal right and obligation to protect the King's likeness.

Commentators have noted that EPE is strategic about its litigation targets. It is yet to be seen if Martinson Coffee incurs its wrath, as there is no word yet on whether a lawsuit has been filed. 

Stay tuned.

Sunday, November 24, 2013

Toy Company Sues Beastie Boys, Claiming Parody Protects Its Viral Ad

Screenshot from GoldieBlox's website
A progressively-themed company that makes and sells toys that will supposedly help young girls overcome gender stereotypes has become embroiled in a high-profile copyright litigation with the Beastie Boys.  Toy company GoldieBlox says on its website: 

"In a world where men largely outnumber women in science, technology, engineering and math...and girls lose interest in these subjects as early as age 8, GoldieBlox is determined to change the equation.  Construction toys develop an early interest in these subjects, but for over a hundred years, they've been considered "boys' toys".  By designing a construction toy from the female perspective, we aim to disrupt the pink aisle and inspire the future generation of female engineers."

In its recent viral video commercial touting the ingenuity of young girls who build an elaborate contraption that can change the television channel, GoldieBlox intentionally utilized the music and parodied the lyrics from the Beastie Boys' song Girls.

The Beastie Boys were apparently not pleased with GoldieBlox's unauthorized use and sent a cease and desist letter, alleging copyright infringement and demanding that GoldieBlox end its campaign.

Rather than complying with the demands, GoldieBlox countered by filing a Declaratory Judgment Complaint against the Beastie Boys in Los Angeles federal district court, asserting that its usage was parody and fully protected by the First Amendment.

Given the Beastie Boys' recent unhappy experience with copyright litigation, one suspects that GoldieBlox's executives were well aware that this dispute would erupt, and intentionally developed a strategy inducing litigation to fuel its viral campaign to garner "free" publicity.  Whether the gambit works or not is yet to be seen.

Legally, the controlling analysis here is the Supreme Court's decision in 1994 in Campbell v. Acuff-Rose Music, Inc., interpreting the "fair use" defense to musical parodies used in a commercial context.

In that case, the members of the rap music group 2 Live Crew had created a parody of Roy Orbison's iconic "Pretty Woman," called "Big Hairy Woman."  Roy Orbison's estate sued the rap group, alleging that the group's use was not fair or protected free speech, but was an unprotected commercial use.

After years of litigation, the Supreme Court ultimately held that 2 Live Crew's commercial parody may very well be a fair use within the meaning of § 107 of the U.S. Copyright Act, which states:

"In determining whether the use made of a work in any particular case is a fair use the factors to be considered shall include—
(1) the purpose and character of the use, including whether such use is of a commercial nature or is for nonprofit educational purposes;


(2) the nature of the copyrighted work;


(3) the amount and substantiality of the portion used in relation to the copyrighted work as a whole; and

(4) the effect of the use upon the potential market for or value of the copyrighted work."

On appeal, the Supreme Court found the aforementioned four factors must each be applied to every situation on a case by case basis, and that the fact that the parody was used in a commercial context alone was not dispositive.

When looking at the purpose and character of 2 Live Crew's use, the Supreme Court found that the more transformative the new work, the less will be the significance of the other three factors.  The court found that, in any event, a work's commercial nature is only one element of the first factor enquiry into its purpose and character.

Justice Souter, writing for the majority of the Court, then moved onto the second § 107 factor, "the nature of the copyrighted work", finding it has little merit in resolving this and other parody cases, since the artistic value of parodies is often found in their ability to invariably copy popular works of the past.

The Court found the third factor integral to the analysis, finding that the Ninth Sixth Circuit Court of Appeals had erred in holding that, as a matter of law, 2 Live Crew copied "excessively" from the Orbison original.

Justice Souter reasoned that the "amount and substantiality" of the portion used by 2 Live Crew was reasonable in relation to the band's purpose in creating a parody of "Pretty Woman".

The majority reasoned "even if 2 Live Crew's copying of the original's first line of lyrics and characteristic opening bass riff may be said to go to the original's 'heart,' that heart is what most readily conjures up the song for parody, and it is the heart at which parody takes aim." 

The Supreme Court then looked to the new work as a whole, finding that 2 Live Crew thereafter departed markedly from the Orbison lyrics, producing otherwise distinctive music.

Looking at the final factor, the Supreme Court found that the Court of Appeals erred in finding a presumption or inference of market harm.

Parodies in general, the Court said, will rarely substitute for the original work, since the two works serve different market functions.

While Acuff-Rose found evidence of a potential "derivative" rap market in the very fact that 2 Live Crew recorded a rap parody of "Oh, Pretty Woman" and another rap group sought a license to record a rap derivative, the Supreme Court found no evidence that a potential rap market was harmed in any way by 2 Live Crew's parodic rap version.

In fact, the Supreme Court found that it was unlikely that any artist would find parody a lucrative derivative market, noting that artists "ask for criticism, but only want praise."

Applying this same analysis in the newly-filed Beastie Boys case, the courts will need to evaluate each of these same factors to determine if Goldiblox's usage was appropriate or improper.

In the meantime, the GoldieBlox commercial has gone viral, and received nearly 8 million views.

Wednesday, September 25, 2013

When Does Copyright Law Cease Protecting a Fictional Character? (Part III)


Movie Poster for Van Helsing
The tagline for the 2004 movie Van Helsing was "Adventure Lives Forever." From an intellectual property perspective, it would appear that some fictional characters may try to live forever.

Trademark protection of a fictional character provides the owner with the exclusive right to use that character in connection with goods and services, as well as the right to prevent the unauthorized use of the character in connection with goods and services of infringing third parties.


The notion is that US trademark law serves to protect the public from confusion arising from confusingly similar marks.
But what about trademark law protecting the characteristics of fictional characters that are in the public domain as a matter of copyright law (e.g., Count Dracula or Sherlock Holmes)?  Theoretically, it would seem like trademark protection should not be available for any characters that are fully described in the public domain work. The reality is not that simple.

If a derivative character is developed, based upon the character described in public domain materials and is used in commerce, it is protectable as a trademark in its own right.

A concrete example is that the general features of Count Dracula are free to emulate because they are in the public domain, as the character was contained within Bram Stoker’s novel from 1897.  Stoker's book was loosely based upon the historical character of Vlad the Impaler.

Innumerable commercial variants of Stoker's Count Dracula were spawned in the century that followed, leading to a complex legal landscape.

General Mills' Count Chocula Cereal
For example, Count Chocula is a well-known, trademarked character developed by General Mills in 1971, in connection with breakfast cereals. Count Chocula is a highly stylized caricature of Count Dracula, made suitable for children. General Mills saw fit to register a federal trademark on the name and character, asserting that the design was for a character in the category of” supernatural, fictional or legendary characters; Paul Bunyan; Pied Piper; Robin Hood; Sherlock Holmes…etc.”

Consequently, a conundrum arises. If a third party were to develop a new design for a cereal that included a fictional character based entirely on the Count Dracula described in Bram Stoker’s public domain book, he may still be likely to cause consumer confusion with Count Chocula, and in doing so, violate General Mills' trademark. The strange outcome is that a character that should be free under copyright law to use, may not be so free under trademark law.

Along the same lines, Abraham Van Helsing was described in Stoker's Dracula novel. In 1994, actor Hugh Jackman played Van Helsing in a major motion picture.  In 2007, the United States Patent and Trademark Office officially allowed "VAN HELSING" to become eligible for a trademark on a wide variety of action figures, toys and games, and published that mark for opposition.


Yet another example is the Pied Piper of Hamelin. The Pied Piper has been a character fully described as far back as the 14th and 15th centuries. The legendary figure had become fodder for nearly a dozen short stories written by the Brothers Grimm in the 19th Century.  Every one of these works has passed into the public domain, as a matter of US copyright law.
The Pied Piper Throughout History

Yet, Dell Publishing Company was able to successfully register "Pied Piper" for "a series of childrens' books" in 1981, a registration that continues to be in full force and effect on the Principal Register of the US Patent and Trademark Office.
  
Further complicating matters, as long as trademarks are used in commerce, they can be valid and enforced in perpetuity. That result means that hundreds of years after the text describing a fictional character has passed into the public domain, a company that develops a commercial character based on the public domain work, could still claim a successful monopoly.

Six hundred years after the Pied Piper was first described in published poems and books, an author could not write about him in a children's book today, as the Dell Publishing Company was able to receive a perpetual, federally registered trademark on his name for children's books.

As discussed in previous posts, it is not entirely clear that once a copyrighted work passes into the public domain, the fictional characters developed therein become entirely free for public consumption without legal controversy.

Indeed, related and derivative intellectual property rights can continue to muddy the waters, leading to complex and strange consequences. This situation occurs because the landscape of US intellectual property law is complex, and different regimes are designed to serve different purposes.

US copyright law protects the expression of ideas, but not the underlying ideas themselves. The notion is that a limited monopoly is granted on a tangible expression of an idea, in order to foster a robust environment for authors, painters and other creative endeavors in which they (and their heirs) are appropriately rewarded. Once that monopoly has lapsed, the underlying texts pass into the public domain, giving the public an opportunity to utilize a catalog of freely available works. For example, Mozart or Beethoven's music can generally be played by anyone without fear of a lawsuit by their heirs. William Shakespeare's plays can be reproduced or performed, without fear of paying a royalty.

Further, in literature, fictional characters within a literary work are presumed to be simply ideas unless they are sufficiently developed to legally constitute elements of expression protectable under copyright law.

However, US trademark law may protect the names, physical appearance, catchphrases, and certain other elements of fictional characters, provided that they are used on goods or services, identify and distinguish the source of the goods or services from those of others, and are either inherently distinctive or have acquired secondary meaning (i.e., meaning in the consuming public’s mind as a source identifier for the relevant goods or services).

In conclusion, as we have seen, just because a fictional character was once described in a text that has passed into the public domain as a matter of copyright law, does not end the inquiry. In fact, it is only the beginning, as related rights and derivative works, as well as trademark usage can affect the public's right to freely borrow from, adapt or use those fictional characters.