Mark Tradey's Homework Problem
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            One fine afternoon as I, Mark Tradey, was playing basketball with my friends, Pat and Reggie, I suddenly remembered that I had some homework I’d forgotten to do.  I decided that it would have to wait until after the game because things were getting pretty interesting.  Pat, who normally did not play very well, was having a fabulous day.
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Smiling student (Pat) holding a basketball (Original Artwork)
            When I got home, I took out my homework assignment, which was to write an essay on trademarks.  I could tell that this was going to be a difficult essay to write.  Then I remembered that Reggie was in my class and would have the same assignment.  I could call him on the phone, and ask him how far he had gotten.  I dialed his number and Reggie answered. 
            “Hey what's up Mark?" said Reggie. "I was just going to call you about this trademark essay we have to write.  Did you write yours yet?  I need to know what you wrote so I can copy it down.  The teacher will never know the difference."
Student (Mark) sitting and desk and thinking to self (Original Artwork)

           “Oh no,”  I said to myself,  "what should I do now?"  Not only hadn't I written my own essay, but now I would have to find a way to not share it with Reggie when I did finally do it.  I might get into trouble with my teacher, and Reggie might get mad at me if I didn't share my essay with him. With a pang of guilt, I told Reggie that I was still planning my essay and that I wanted to learn what I could about trademarks - and that I wanted to work ALONE. 
           “Aw, man, that's not cool.  Speak to you later,” said Reggie, and he hung up. 
           Now I was in a jam.  I didn't want to go to the library to get books on trademarks, so I decided to use my computer and look them up on a CD called Encarta(TM).  "Oh boy, that's some definition!" I sighed.  "This is going to take a while to understand." 
           This is what I found in Encarta(TM):
          " A trademark is any symbol used by manufacturers or merchants to identify their goods and distinguish them from those made or sold by others. A trademark identifies the source of a product and fixes responsibility for its quality. On several occasions, words intended by manufacturers to be used as trademarks were instead, used by customers to name general categories of goods. Such words then lost their legal status as trademarks. Examples include ‘aspirin’, ‘cellophane’, and ‘escalator’.  The current federal trademark law in the United States, the Lanham Act, was enacted in 1946. In each state anyone who uses a trademark acquires the legal right to prevent others from subsequently using a similar mark. Many states register trademarks to maintain a public record and allow others to search the record before choosing and using a new trademark. In the Lanham Act, the Congress of the United States has provided a nationwide register of marks. A trademark may not be registered until it has been used in interstate commerce, although someone may apply to register a mark based on intent to use the mark in the future. 

            Trademarks are federally registered in the U.S. Patent and Trademark Office of the Department of Commerce.  When a trademark owner applies for registration, the office will examine the application to see if the mark meets the conditions of federal law. Under a 1996 revision to the law, the owners of famous trademarks may seek to prevent use of similar marks, even if used by unrelated products.  Anyone who uses a mark so similar to a registered trademark that it is likely to cause customer confusion is an infringement and can be sued in a state or federal court. Unlike patent or copyright infringement, trademark infringement is defined solely by the likely confusion of customers. The usual remedy after a court trial finding trademark infringement is an injunction prohibiting the infringer from using its mark. 

            A trademark can be sold or assigned when a company is sold. It can also be licensed to others to use as long as quality-control provisions are in effect. Most fast-food outlets or other franchised businesses are licensed to use the trademark of the parent company."

(Copyright Microsoft Encarta Online)
          "I need a translator, or maybe even a lawyer to understand this," I thought.  "Is this in English?  How is a kid supposed to understand this?"   I knew I was in trouble, because it was getting late.  My mom and dad would be mad that I had played basketball all afternoon instead of finishing my work on time.  My only hope was my Aunt Libby, who is a lawyer.  I picked up the phone and dialed her number.  "Aunt Libby, it's me, Mark Tradey.  I'm in hot water.  I need help with an essay on trademarks.  Do you have some time to explain them to me?" I asked.
Mark talking to Aunt. (Original Art)
           "Hi, Mark.  You are in luck!" she said. " I just finished my work for tomorrow.  Encarta(TM)?  You're looking at the Encarta(TM) definition of trademarks?  Let me bring up my copy on the screen and we'll go through it step by step." 
           That Aunt Libby could be a lifesaver, and she could keep a secret.
           "Sentence one," Aunt Libby began, "means that there are things that are made (goods) that may have a symbol on them.  That symbol belongs to the people or companies (merchants or manufacturers) that made them.  Everyone can recognize a particular symbol and know that it belongs to a particular person or company.  Symbols are different from one another so that people and companies can tell them apart and know who made which items (goods)."
           "Uh oh -- and that's just the first sentence," I thought. 
           "Let's continue," said Aunt Libby.  "A trademark, or symbol, lets everyone know where the product (item) came from and that's a way of  telling people who is responsible for its quality.  There were some times when words that were meant to be trademarks, or symbols, were used in a general way to describe something that many different companies or people made.  The law then decided that those words couldn't be trademarks anymore because they were used to describe something in a general way.  Let's take the word 'aspirin'.  Now people use that word for something they take for a headache or cold, but 'aspirin' doesn't refer to any particular company anymore as more than one company makes a type of  'aspirin'.  Then there's 'cellophane'.  Today, 'cellophane' is a clear plastic wrap used to cover items.  There are many different companies that make 'cellophane' so the word is not a trademark anymore.  If you ride the 'escalator' you are on moving stairs going up or down in a store.  Those can be any moving stairs, not stairs made by a particular company.
           "In 1946, the U.S. passed a trademark law called the Lanham Act.  If affects every state in the U.S. and it gives anyone using a trademark the right, according to the law, to be the only one allowed to use a particular symbol.  If a trademark is yours, then no one else has the legal right to use it, or anything similar to it.  Each state keeps track of all the trademarks by having companies and people register their trademarks.  By keeping track of all the trademarks, anyone can search the list (the record) before choosing a new trademark. That way companies and people make sure that they don't choose a symbol that someone already registered.  In order to register your trademark (symbol) you have to use the symbol on whatever you are selling from state to state.  You can apply to register your trademark if you intend on selling something in the future which has your trademark on it.
           "Who has a list of all the trademarks?  A special office called The U.S. Patent and Trademark Office of the Department of Commerce (commerce means trade for business purposes) had to be created for patents and trademarks because there were so many of them.   When someone applies to register a trademark, that office will look at the application and check to see if the symbol meets all the requirements according to federal law.
           "In 1996 there was an important change in the law.  The new law allowed the owner of famous trademarks (symbols) to ask the government permission to prevent another company or person from trying to use a symbol that was similar to theirs.  It didn't matter if the symbol was being used to sell something very different from the item the original symbol was used for.    The idea behind the new law was to avoid confusing customers.  If you saw a symbol that you thought you recognized on a new product (item) in the store, you might think a company that you  knew had made that item.  You might buy the item thinking that a certain company made it because the symbol looked very much like a symbol on something else you bought.  If a symbol is almost identical, but not quite the same as another symbol, that might confuse buyers in the store.  The "look alike" symbol was made by an infringer who is trying to pretend that the item was made by a company or person people recognize.  If a copycat symbol confuses the public, the person who owns the original trademark can sue in a state or federal court to prevent the copycat symbol from being used.
Mark in Jail (Original Art)
           "Copyright and patent infringement (using someone else's copyright or patent) is different from trademark infringement.  Trademark infringement simply means that a company or person tried to confuse customers into believing they were buying something made by a particular company, when in fact, it wasn't.  Usually the courts solve the problem by telling the makers of the copycat symbol or trademark that they are not allowed to use that symbol anymore.
          "When a company is sold, the trademark can be sold along with it. It can also be licensed to others, which means that certain other companies sign an agreement to use that symbol for certain things with a company's permission.  It usually means the company that gave permission knows that this symbol will appear on certain things and that those things live up to a certain quality.  Franchised fast-food restaurants are one such example.  A franchise means that many different people can each own a particular kind of restaurant, but that they must run the restaurant in a certain way with certain foods if they want to use a particular trademark.  The hamburgers or french fries used, for example, must be the same as the company that allows the trademark to be used, or permission to use the trademark is not given by the original owner of the trademark (the parent company)."
           "Whew!  Thanks, Aunt Libby. I couldn't have done it without you."
Mark thinking he will be rich. (Original art)
           Now that I was beginning to understand it, the subject of trademarks was actually getting interesting.  I did some more research and decided that trademarks could be cool.  I thought about the possibility of one day designing a trademark for a company making a cool product.  Then I'd look back on the night Aunt Libby explained the definition of trademarks to me.
Book Cover Graphic Arts Guild (c) permission given for use.

 
           I found further information regarding trademarks in a book called Graphic Artists Guild Handbook, 9th edition, "Trademarks identify the source of goods or services. Marks that identify the source of services rather than goods typically are referred to as service marks (e.g., the Graphic Artists Guild logo, the Guild's service mark appears in print with an (R) Normally, a trademark for goods appears on the product or its packaging, while a service mark usually is used to identify the owner's services in advertising. The protection given to trademarks and service marks is identical." The cost of applying for an original trademark is $245. Software products such as Encarta(R) generally are protected by a service mark (R).  Sometimes certain sounds, shapes and configurations can be used as trademarks. McDonald's(R)  golden arches and AOL's(R) "You've got Mail" would fall into that category. The protection for trademarks can last indefinitely if the mark is used for what is was originally granted. The owner of a federal trademark registration may give notice of registration by using the (R) symbol.  Trademark owners who do not have federal registration must use the symbol TM (for trademarks) and SM (for service marks)."
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          I had to look up some words to make sense of these definitions and other words which I came across when researching trademarks.
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Copyright: a notification which establishes protection and ownership of printed, graphic or video materials 

Patent: similar to a copyright but used to protect devices or processes of manufacturing 

License: permission given to someone to use copyrighted material or trademarks (franchises are a form of licensing) 

Infringement: a term used when someone makes a product, story or symbol that too closely resembles a trademark or copyrighted material 

Plagiarize:  the use of copyrighted material without giving proper recognition to the source of the material 

(Good thing I read about this or I wouldn't have known to cite the information above.  If  Reggie or I  had copied each others work we would have been plagiarizing each other.)

.Mark on stack of reference books (Original Art)
           As I continued to read, I realized how much information there was.  I knew that once my essay was written I would still want to do some more research.  I began to plan what I wanted to write.  I knew I had to be careful to put my newfound knowledge into my own words and to acknowledge the sources I needed to quote. Now I knew that a trademark was a symbol representing a company or product which, once obtained, gives the holder legal rights regarding the use of the trademark and the products related to it.  I also knew the differences and similarities between (TM), (SM) and (R).
           When my essay was completed, I read it over and realized the value of trademarks.  They are important in our everyday lives. Most of the products we buy from food to clothing are represented by different trademarked brands.  We have come to expect a certain quality, consistency and reliability that a trademarked brand represents, such as tasty fries at McDonalds (R).  When someone infringes on a trademark, they are usually denying the proper owner money as well as cheating the consumer.  I remember how sad my little brother was when he once got bootleg (counterfeit) Pokemon cards and I received a bootleg video as a gift.  Both of those items were severe violations of trademarks, licenses and copyrights.  The quality of  both was poor and the consumers (us) were cheated. The closed captioning didn't work on the video making it worthless for deaf people.
Sad Mark and little brother holding fake item.(Original Artwork)
       I remembered my friend Pat, and how he had been playing basketball so fabulously earlier in the day.  He appeared to me to have been using some of  Michael Jordan’s great moves.  That's what had made his playing so fabulous.  I thought about how  Jordan's moves were kind of like his unofficial trademark and how glad I was that they were not registered with the government. 
      I also wondered since dance steps can be copyrighted, would basketball moves be copyrighted or trademarked in the future?  I did go to the NBA(R) site to see if I could capture a picture of Michael Jordan doing one of his moves but the site does not allow the reuse of any of their material without written permission. So instead I decided to draw my pictures of Michael and compare him to Pat. 
       I also remembered how, when I was a little kid, for Halloween, I would dress up as a triangle monster and my dad would say that I looked like the AOL(R) trademark.  He joked around that I would get arrested. Luckily intent has a lot to do with infringement of copyright or trademarks and many companies and authors let you use copyrighted material for educational purposes without charge as long as proper citation is used. 
Pat and a cartoon Michael Jordon doing similar basketball moves (Original Artwork)
       Online was a good source for my paper and below is one type of authorization to use information found at Encarta(R) online.
The following is a sample of the terms of use at the Microsoft Encarta Online Web site: 

"Permission to use documents (such as articles and other text) and related graphics (such as images, photographs, maps, charts, and illustrations) available from Encarta Online is granted, provided that (1) the proper credit and Microsoft copyright notice appears on all copies; (2) use of the documents and graphics available from this Web site is for informational and noncommercial or personal use only; and (3) no documents or graphics, including logos, available from Encarta Online are modified in any way. Use for any other purpose is expressly prohibited by law, and may result in severe civil and criminal penalties. Violators will be prosecuted to the maximum extent possible."

(Copyright Microsoft Encarta Online)

       When I handed in my essay, I got an A+!!!  Reggie got a D- because he just copied a paragraph and the teacher took off points for plagiarizing from Grolier’s(R) encyclopedia without his citing the information source. 
       I am sure that as time goes on, I will learn even more about trademarks, and so will Reggie.  I'm also sure that in the future Reggie will cite everything he uses for information. We may even work for some new company someday, and I will design the trademarks for all of their products.  I will look back on that fine day when I was a kid and learned all I could about trademarks and how and why I should protect them.
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THE  COPYCAT'S TOUR
Computer #1 says:  How are companies and drivers similar?
Computer #2 says:   Both can get registrations and licenses.
Copycat (Original Artwork)
Mark Tradey learned a lot about Trademarks and their symbols.  He now knows their importance. Other companies sometimes borrow or license trademarks for their own use. To learn more about licensing continue the tour to our licensing information page.

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