Delia Mucica - Intangible Heritage

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    PROTECTION OF

    INTANGIBLE HERITAGE

    Prof. Dr. Delia Mucica

    November 2008

    REGIONAL MASTER STUDIES IN CULTURAL POLICY AND MANAGEMENT

    (INTERCULTURAL ISM AND MEDIATION IN THE BALKANS)UNIVERSITY OF ARTS BELGRADE

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    What domains?

    It is manifested inter alia in the following domains:

    oral traditions and expressions, including

    language as a vehicle of the intangible culturalheritage;

    performing arts;

    social practices, rituals and festive events; knowledge and practices concerning nature and

    the universe;

    traditional craftsmanship.

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    Intangible Heritages: A tentative list

    Threatened

    languages

    Oral history

    Traditional Religionand Ritual

    Sacred Images and

    ThemesNon-sacred

    Designs, Art is t ic

    Themes and

    Handicraft

    Tradit ional crafts

    Ski l ls related to

    immovable cul tural

    heri tage (vernaculararchitecture)

    Tradit ional Mus ic

    Tradit ional DanceTradit ional Cuisine

    Tradit ional medical

    knowledge

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    Some elements concerning

    Intangible Cultural Heritage

    intangible cultural heritage is seen as a mainspring ofcultural diversity and a guarantee of sustainable

    development interdependence between the intangible cultural

    heritage and the tangible cultural and natural heritage

    threats of deterioration, disappearance and destruction

    of the intangible cultural heritage communities, groups and, in some cases, individuals,

    play an important role in the production, safeguarding,maintenance and re-creation of the intangible culturalheritage

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    International approaches - UNESCO

    1982UNESCO sets up the Committee of Experts on theSafeguarding of Folklore; Section for the Non-Physical Heritageestablished

    1989The Recommendation on the Safeguarding of TraditionalCulture and Folklore is adopted by the General Conference

    1994UNESCO launches the Living Human Treasures programme,following a proposal by the Republic of Korea

    1997/1998UNESCO launches the Proclamation of Masterpieces ofthe Oral and Intangible Heritage of Humanity

    2001The First Proclamation of 19 Masterpieces of the Oral andIntangible Heritage of Humanity takes place in May.

    2003The 32nd session of the General Conference adopts theConvention for the Safeguarding of the Intangible CulturalHeritagein October.

    2003 In November, the Second Proclamation inscribes 28 newMasterpieces

    2005The Proclamation of 43 Masterpieces brings the total to 90

    2006The Convention enters into force on April 20

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    Council of Europe Instruments

    Resolution of the Committee of Ministers

    (1998) 4 on the cultural routes of the

    Council of Europe Framework Convention on the Value of

    Cultural Heritage for Society , Faro, 2005

    (promotes the use of materials, techniques andskills based on tradition, and explore their

    potential for contemporary applications)

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    EU approach

    2007 The European Commission launched

    the second phase of the pilot project

    "European Destinations of Excellence".

    The new theme of excellence is "tourism

    and local intangible heritage".

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    Hot Issues

    To whom does a nations cultural

    heritage and TCE/TK belong?

    Which policies best serve a dynamic

    creative and multicultural life?

    Where lies the line betweenborrowing from TK as legi t imate inspirat ion

    and

    borrowing as inapprop r iate copying?

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    How to Protect Intangible Heritage?

    No definitive answer

    No uniform protection possible

    A solutioncombination of Industrial Property Law (trademarks,

    certification of origin, geographical indications,etc.)

    Copyright Law (for creative expressions)

    Sui generis systems

    WIPO - Work in Progress

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    Characteristics of TCE/TK to be

    taken into consideration Anonymous & collective author

    Collective author

    Variations in expression

    Diversity of subject matter

    Diversity of uses and modes of exploitation

    Diversity of protection objectives

    collective, communal and inter-generationalcharacter

    constantly evolving character

    no firmly bounded identifiable communities

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    Characteristics of TCE/TK to be taken

    into consideration (contd)

    Spiritual and practical elements of TCE/TK are

    intertwined and inseparable

    TCE/TK is a response to environment and thus

    it is in constant evolution and incrementally

    improving

    TCE/TK covers different fields: areas of culturalexpressions and technical domains

    TCE/TK has no apparent formal and systematic

    nature

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    IP Protection of TCE/TK

    To safeguard against third party claims of IP rights overTCE/TK subject matter

    To protect TCE/TK subject matter against unauthorizeddisclosure or use

    To protect distinctive TCE/TK -related commercial

    products To prevent culturally offensive or inappropriate use of

    TCE/TK material To license and control the use of TCE/TK -related

    cultural expressions To license aspects of TCE/TK for use in third party

    commercial products

    DEFENSIVE AND

    POSITIVE PROTECTION

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    IP Protection of TCE/TK (contd)

    What positive rights are intended?

    What acts by third parties are to be

    constrained?

    Is it linked with other policy objectives, such as:

    Active protection of cultural heritage

    Suppression of unfair commercial practices etc.

    Diversity of objectives for

    TCE/TK Protection

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    Elements of a TCE/TK sui generisSystem of

    Protection

    What is the policy objective of the protection?(the right to excludeothers from reproducing, fixing, using)

    What is the subject matter?( open-ended, illustrative list as in BerneConvention or a general concept to be interpreted as in ParisConvention)

    What criteria should be met in order to grant protection?

    (commercial novelty or technical novelty or public domain payant orlink to a given community etc)

    Who owns the rights? ( collective originator and therefore TK rightsshould be vested in communities; how to define them?)

    What are the rights?(combination of copyright, related rights andindustrial property rights, depending )

    How are the rights acquired?(no formalities or formal examination-documentation, legal representation etc.- or substantive examination TK inventories or databases..)

    How to administer and enforce the rights?(IP system applicable ina subsidiary and mutatis mutandismanner, or distinct mechanisms ofcollective and reciprocal systems of administration)

    How are the rights lost or how do they expire?(indefinite period orpredetermined period, linked to first act of commercial exploitation)

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    WIPO work - Draft Provisions on Traditional

    Cultural Expressions/Folklore and Traditional

    Knowledge

    The work of the IntergovernmentalCommittee (IGC) has led to the

    development of two sets of draftprovisions:

    for the protection of traditional cultural

    expressions/folklore(TCEs) and for the protection of traditional knowledge

    (TK) against misappropriation and misuse

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    Objectives of TCE protection

    Recognize value

    Promote respect

    Meet the actual needs of communities

    Prevent the misappropriation of TCE

    Empower communities Support customary practices and community cooperation

    Contribute to safeguarding traditional cultures

    Encourage community innovation and creativity

    Promote intellectual and artistic freedom, research and cultural

    exchange on equitable terms Contribute to cultural diversity

    Promote community development and legitimate trading activities

    Preclude unauthorized IP rights

    Enhance certainty, transparency and mutual confidence

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    What is TCE?

    Any forms, whether tangible and intangible, in which traditional culture andknowledge are expressed, appear or are manifested, and comprise the followingforms of expressions or combinations thereof:

    (i) verbal expressions, such as: stories, epics, legends, poetry, riddles and othernarratives; words, signs, names, and symbols;

    (ii) musical expressions, such as songs and instrumental music;

    (iii) expressions by action, such as dances, plays, ceremonies, rituals and other

    performances,whether or not reduced to a material form; and,

    (iv) tangible expressions, such as productions of art, in particular, drawings,designs, paintings (including body-painting), carvings, sculptures, pottery,terracotta, mosaic, woodwork, metalware, jewellery, baskets, needlework,textiles, glassware, carpets, costumes; handicrafts; musical instruments; andarchitectural forms;

    which are:

    the products of creative intellectual activity, including individual and communalcreativity;

    characteristic of a communitys cultural and social identity and culturalheritage; and

    maintained, used or developed by such community, or by individuals having

    the right or responsibility to do so in accordance with the customary law andpractices of that community.

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    Proposed protection of TCE

    Agency acting at the request, and on behalf, of thecommunity, which registers TCEs, grants authorisations,collects monetary or non-monetary benefits and is alsotasked with awareness-raising, education, advice andguidance functions

    Term of protection -as long as the TCEs continue to meetthe criteria for protection and/or for so long as they remainregistered or notified

    Beneficiaries: those communities in whom the custody,

    care and safeguarding of the TCEs/EoF are entrusted inaccordance with their customary law and practices; andwho maintain, use or develop the respective TCEs asbeing characteristic of their cultural and social identity andcultural heritage

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    Scope of protection

    the reproduction, publication, adaptation, broadcasting,public performance, communication to the public,distribution, rental, making available to the public andfixation (including by still photography) of the traditionalcultural expressions/expressions of folklore or derivativesthereof;

    any use of the TCEs or adaptation thereof which doesnot acknowledge in an appropriate way the communityas the source of the traditional culturalexpressions/expressions of folklore;

    any distortion, mutilation or other modification of, or otherderogatory action in relation to, the TCEs; and

    the acquisition or exercise of IP rights over the traditionalcultural expressions/expressions of folklore oradaptations thereof;

    ....

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    Exercise of rights

    Accessible, appropriate and adequateenforcement and dispute-resolution

    mechanisms, border-measures, sanctionsand remedies, including criminal and civilremedies, should be available in cases ofbreach of the protection for traditional

    cultural expressions/expressions offolklore.

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    IP protection and sui-generis protection

    mechanisms

    Protection for TCEs in accordance with theseprovisions does not replace and iscomplementary to protection applicable to TCEsand derivatives thereof under other intellectual

    property laws, laws and programs for thesafeguarding, preservation and promotion ofcultural heritage, and other legal and non-legal

    measures available for the protection andpreservation of TCEs