Case law analysis intellectual property

Cover of the 2024 Casebook

The sixth edition has been comprehensively updated. It features a discussion of the intellectual property issues raised by generative AI, which is introduced theoretically, compared historically to other disruptive technologies, and then presented through a detailed problem exercise on fair use. It also includes the recent Supreme Court decisions in Vidal v. Elster, Andy Warhol Foundation for the Visual Arts v. Goldsmith and Jack Daniel's Properties v. VIP Products, as well as updates on patent law's troubled jurisprudence on subject matter limitations.

This open textbook is an introduction to intellectual property law, the set of private legal rights that allows individuals and corporations to control intangible creations and marks—from logos to novels to drug formulæ—and the exceptions and limitations that define those rights. It focuses on the four forms of US federal intellectual property—trademark, copyright, patent and trade secrecy—but many of the ideas discussed here apply far beyond those legal areas and far beyond the law of the United States. The book is intended to be a textbook for the basic Intellectual Property class, but because it is an open, Creative Commons licensed coursebook, which can be freely edited, copied and shared, it is also suitable for undergraduate classes, or for a business, library studies, communications or other graduate school class.

The license means that teachers can take only the chapters or excerpts they need, which can be downloaded individually, and do so at no cost. Our goal is to make the book available without regard to students’ ability to pay: the free digital download can be found here. If a tangible copy is preferred, an 8”x10” paperback version is available for $37.35. We hope, though, that the flexibility of the digital downloads—of both individual chapters and the entire book—will be attractive. One of the goals of the Duke Center for the Study of the Public Domain is to offer high quality academic research about intellectual property to the citizens of the world, in accessible formats, at no cost.

Each chapter contains a clear introduction to the field, cases and secondary readings illustrating the structure and conflicts in the theory and doctrine of intellectual property, followed by questions to test the student’s understanding. Chapters are built around a set of problems or role-playing exercises involving the material. The problems range from a video of the Napster oral argument, with students asked to take the place of the lawyers, to exercises counseling clients about how search engines and trademarks interact, to discussions of the First Amendment’s application to Digital Rights Management or the Supreme Court’s rulings on gene patents. There is extensive discussion of the theory, history and political economy of intellectual property law. This is a subject that excites widespread and passionate differences of opinion which—at least so far—do not track conventional political leanings at all. That makes it unique and, for us, uniquely fascinating as an academic endeavor. It is also something—like the environment or civil rights—that everyone might want to learn about, whether or not they are lawyers.

Cover of Intellectual Property: Law & <a href=the Information Society, Selected Statutes and Treaties, 2019 Edition, and link to purchase at Amazon.com" width="" height="" />

Statutory Supplement: The Center has also published an accompanying statutory supplement that collects the primary sources of US Federal intellectual property law—Copyright, Trademark, Patent and Trade Secret—and selected treaties. This edition adds provisions from the Music Modernization Act and Marrakesh Treaty Implementation Act to the Copyright Act, and amends the Lanham Act to reflect two recent Supreme Court decisions. It is available as a free download or low cost print purchase. Even if one chooses a different casebook, simply by choosing this supplement, one can lower students’ costs substantially.

About the authors

James Boyle is William Neal Reynolds Professor of Law at Duke Law School, the former Chairman of the Board of Creative Commons and winner of the Electronic Frontier Foundation’s Pioneer Award for digital civil liberties. His other books include The Public Domain: Enclosing the Commons of the Mind, Shamans, Software and Spleens: Law and the Construction of the Information Society and two educational graphic novels, Bound By Law and Theft: A History of Music (with Jennifer Jenkins). His most recent book, The Line: AI & the Future of Personhood, will be published by MIT Press in November 2024.

Jennifer Jenkins is Clinical Professor of Law at Duke Law School and the Director of the Center for the Study of the Public Domain. Her articles include In Ambiguous Battle: The Promise (and Pathos) of Public Domain Day and Last Sale? Libraries’ Rights in the Digital Age. She is the co-author, with James Boyle, of Bound By Law and Theft! A History of Music, and Mark of the Devil: The University as Brand Bully. Her new book, Music Copyright, Creativity, and Culture, will be published in 2025 by Oxford University Press.

Why An Open Coursebook Project?

From the Introduction:

“Why do we do this? Partly, we do it because we think the price of legal casebooks and materials is obscene. Law students, who are already facing large debt burdens, are required to buy casebooks that cost $150–$200, and “statutory supplements” that consist mainly of unedited, public domain, Federal statutes for $40 or $50. The total textbook bill for a year can be over $1500. This is not a criticism of casebook authors, but rather of the casebook publishing system. We know well that putting together a casebook is a lot of work and can represent considerable scholarship and pedagogic innovation. We just put together this one and we are proud of it. But we think that the cost is disproportionate and that the benefit flows disproportionately to conventional legal publishers. Some of those costs might have been more justifiable when we did not have mechanisms for free worldwide and almost costless distribution. Some might have been justifiable when we did not have fast, cheap and accurate print on demand services. Now we have both. Legal education is already expensive; we want to play a small part in diminishing the costs of the materials involved.”

Frequently Asked Questions:

So this is just about saving students money?

Not a bad idea! But no, this is not just about price. Our point is not only that the current casebook is vastly too expensive, it is also awkward, inflexible, lacking visual stimulus, incapable of customization and hard to preview and search on the open web. Casebooks do not respond well to the different needs of different professors. Students cannot easily be given free, searchable digital access to all the materials, on all their devices, anywhere, access that does not go away when the course—or the publisher—ends. We can do that.

There are also lots of people outside of law school, or outside this country, who would like to know more about American law—just as there are people outside of computer science who want to know about artificial intelligence. Free is a good price-point for them. Customizable is a good form. This book is merely a beta-test version, but it is an example of what can be done.

The casebook is published under a Creative Commons Attribution, Non Commercial, Share-Alike license. It is available in two ways. First, the entire book can be downloaded for free (or download individual chapters in a variety of formats). No digital rights management. No codes. No expiring permissions. Second, a low cost but high quality paperback version is available at a reasonable price. Our goal has been to keep the price of the casebook below $35—which given the possibility of resale, might make it an environmentally attractive alternative to printing out chapters and then throwing them away. (The companion statutory supplement is available under a similar arrangement—$12.50 in print and freely downloadable.) We also hope both of these options are useful for those who might want to use the books outside the law school setting or outside the United States. The casebook and the statutory supplement will be available for a combined price of $47.50, which is $200 below the price many alternatives in those categories. Those who do not want, or cannot afford, to pay that price can use the free digital versions.

Is this part of some kind of trend?

We hope so. The goal of this project, and that of other ones such as the Berkman Center’s fascinating H20 project, or eLangdell, is creatively to improve the pricing and access norms of the world of legal textbook publishing, while offering the flexibility and possibility for customization that unfettered digital access provides. We hope it will provide a pleasant, restorative, competitive pressure on the commercial publishers to lower their prices and improve their digital access norms.

Why have a paper version at all?

We have heard from several colleagues, both those who ban laptops in class and those who do not, that an environmentally friendly alternative to printing out statutes and throwing them away would be desirable, particularly one that came with first sale rights and cost less than the comparable course-packet from the law school's photocopying center.

What's the catch? What kinds of DRM or licensing restrictions are there?

No DRM! The casebook is under a CC BY:NC:SA license. It requires attribution, permits any non commercial use and tells those who modify that they must share the freedoms they were given. After that? It is free to download. Free to copy. Free to modify.

The statutory supplement is under a CC: BY license, allowing unlimited reproduction and modification, including for commercial purposes. If you can undercut our commercial price on the statutes, go right ahead! We'd be delighted! Of course, the underlying statutes and treaties are in the public domain. You can use those without any restrictions. But if you want our preface, chart and editorial comments, you have at least to give attribution.

What formats is the casebook available in?

PDF, print, and many other formats (and modular versions).

So you are against professors who want to be paid for their work and time?

On the contrary. In fact, one of the things we have learned in this process is how poorly both authors and students are being treated by the current system. The authors of casebooks and statutory supplements are generally

a.) unable to give their students digital access to the very books they have just written—unless it is fettered by digital rights management,

b.) unable to customize the material—omitting unwanted chapters or statutes, or adding in new material on the fly,

c.) and—despite the obscene prices on the books—given a relatively low share of the proceeds. All the disadvantages of profiteering with none of the advantages! Personally, we chose to keep the cost as low as possible, but we are fully aware of the labor and creativity required to put together a casebook—we just created one. It does not seem unreasonable to expect a reward to encourage that kind of activity in the future.

Suppose a professor chose to self-publish with a print-on-demand service. (We used CreateSpace, but there are many others.) Suppose she wanted to create an 825 page paperback, 7 in. x 10 in. casebook of her own. (Those are the same dimensions as the typical statute book and about twice as many pages.) Suppose she decided to price it at $60—which would be $100–$120 cheaper than the current casebook she assigns. (Though those, to be fair, are both in hardcover and even larger.) We calculate her per book royalty would be about $25 if bought on Amazon, $13 if bought in a bricks and mortar store; comparable to or larger than her royalty in a conventional publishing contract. Values vary, but to us, saving your debt-strapped students $100 each, while getting that degree of editorial control and that breadth of dissemination, seems like a pretty good deal.

We will be honest. We want very much to tip the norm towards free, unregulated digital access—so the whole world and not just her class can learn from her materials. And we think $60 is high—though not as bad as $160 or $200! But she could require the purchase of a paper copy, which her students could resell when the class is over, while also giving her students free digital access, and get much wider dissemination of and impact from her ideas.

What effect will efforts like this have on the textbook industry?

We think it alone will have zero effect. Our initiative is utterly insignificant, less than a fleabite—just a proof of concept. But we actually hope that the inexorable multiplication of projects such as these will be an aid to those still publishing with conventional textbook publishers and—long term—a benign influence on the textbook industry as a whole. To the casebook author trapped in contracts with an existing publishing house: remember when you said you needed an argument to convince them to price your casebook and your supplement more reasonably? Or an argument to convince them to give you more options in making digital versions available to your students in addition to their print copies, but without taking away their first sale rights? Here is one such argument. There are many more either already out there or in the pipeline, all offering slightly different versions of lower cost educational material that can be freely customized. Traditional textbook publishers can compete with free. But they have to try harder. We will all benefit when they do.

No one will buy if there is a free digital version. Right?

We disagree. And so do some of the empirics.

But what about a salesforce? How would that professor be able to get others to adopt her book without mailing it to everyone or having insistent salespeople pounding the halls?

They can read it, instantly, freely anywhere, just by downloading it! They can browse it on the exercise bike or on the train, scan through it on their tablet. Read it in their office. That's much more efficient. In the world we imagine, professors will be able instantly to browse, search within and assess the pedagogical suitability of a free digital version of a casebook online. Perhaps this will put a merciful end to the never-ending cascade of free but unread casebooks in cardboard mailing boxes and charming but unwelcome casebook representatives in natty business suits; the 1950's distribution mechanism for the casebook in the halls of the 21st century law school. That mechanism needs to go the way of the whale oil merchant, the typing pool and the travel agent. To the extent that the "justification" offered for today's prices is that they are needed to pay for the last century's distribution methods, we would have to disagree politely but emphatically.

How long to get an actual copy of the book?

We've found it takes about 5 days. Your mileage may vary.

Back to this book. What's in it? Can I have a review copy?

Download it and see. That's your review copy. (Or download individual chapters in a variety of formats.)