Intellectual property (IP) systems have built in flexibilities to allow member states to implement IP laws and policies that are most suited to national and regional circumstances and capacities.
This webpage is part of the practical steps that member states agreed at the sixth session of the Committee on Development and Intellectual Property (CDIP) to further increase understanding and awareness of flexibilities.
Road map and resources
This roadmap provides guidance on WIPO’s work on flexibilities in the substantive sectors and Committees. It also provides access to resources related to flexibilities in the IP system produced by WIPO and WIPO-commissioned experts, and links to the work undertaken by related international intergovernmental organizations.
WIPO
Development
- Discussion Forum: Committee on Development and Intellectual Property (CDIP)
- Secretariat coordination: Development Agenda Coordination Division
- Legislative assistance
- Advice on Flexibilities under the TRIPS Agreement
- Millennium Development Goal 8: Develop a Global Partnership for Development
CDIP Documents:
- Patent-Related Flexibilities in the Multilateral Legal Framework and their Legislative Implementation at the National and Regional Levels – Part IV (March 9, 2015)
- Patent-Related Flexibilities in the Multilateral Legal Framework and their Legislative Implementation at the National and Regional Levels - Part III (March 27, 2014)
- Future Work on Patent-Related Flexibilities in the Multilateral Legal Framework (October 3, 2012) and comments (October 30, 2012)
- Further Steps in the Work Program on Flexibilities in the Intellectual Property System (October 2, 2012)
- Work Program on Flexibilities in the Intellectual Property System – New Elements Proposed at CDIP/8 (March 29, 2012)
- Future Work Program on Flexibilities in the IP system (October 11, 2011)
- Patent-Related Flexibilities in the Multilateral Legal Framework and their Legislative Implementation at the National and Regional Levels: Part II / complete document (March 18, 2011)
- Future work program on flexibilities in the intellectual property system (October 9, 2010)
- Patent-Related Flexibilities in the Multilateral Framework and their Legislative Implementation at National and Regional Levels (March 1, 2010)
WIPO Academy
The Academic Institutions Program (AIP) of the WIPO Academy makes extensive use of literature and resources on flexibilities in implementation of international IP agreements, most notably the flexibilities in the TRIPS Agreement. All Master’s degree programs and the annual WIPO-WTO Colloquium for Teachers of IP include one or more topics on flexibilities in relation to patents, public health issues, food security, climate change, etc. The AIP relies on WIPO and external IP experts as well as publications/documents produced by relevant organizations, such as the World Trade Organization (WTO), the World Health Organization (WHO), the Food and Agriculture Organization (FAO),International Telecommunication Union (ITU) and the United Nations Commission on Trade and Development (UNCTAD).
E-learning materials related to flexibilities are available at the WIPO e-Learning Center (to access, first create a WIPO User Account)
Copyright and related rights
- Discussion Forum: Standing Committee for Copyright and Related Rights (SCCR)
- Secretariat Coordination: Copyright Law Division
Limitations and exceptions to copyright and related rights is an issue included in the agenda of the SCCR. The discussion has recently been focused mainly on three groups of beneficiaries or activities – on libraries and archives, on education and research activities, and on persons with disabilities.
A remarkable result of these discussions was the adoption of the Marrakesh Treaty to Facilitate Access to Published Works for Persons Who Are Blind, Visually Impaired or Otherwise Print Disabled in 2013.
During recent years WIPO has also prepared or commissioned a number of studies mapping different limitations and exceptions in many different countries. These studies were presented to member states during various sessions of the SCCR.
Studies
- Study on Copyright Limitations and Exceptions for Museums (by Jean-François Canat and Lucie Guibault, in collaboration with Elisabeth Logeais - April 30, 2015)
- Study on Copyright Limitations and Exceptions for Libraries and Archives: Updated and Revised (by Kenneth Crews - June 10, 2015)
- Study on Study on Copyright Limitations and Exceptions for Libraries and Archives (by Kenneth Crews - November 5, 2014) | Presentation
- Study on the Limitations and Exceptions to Copyright and Related Rights for the Purposes of Educational and Research Activities in Latin America and the Caribbean (by Juan Carlos Monroy - November 30, 2009) | Presentation
- Study on Limitations and Exceptions for Copyright and Related Rights for Teaching in Africa (by Joseph Fometeu - October 26, 2009)
- Study on Copyright Limitations and Exceptions for Copyright for Educational Purposes in the Arab Countries (by Victor Nabhan - October 7, 2009)
- Study on Copyright Limitations and Exceptions for the Benefit of Educational Activities for Asia and Australia (by Daniel Seng - October 26, 2009) | Presentation
- Study on Copyright Limitations and Exceptions for Educational Activities in North America, Europe, Caucasus, Central Asia and Israel (by Raquel Xalabarder - November 5, 2009) | Presentation
- Study on Copyright Limitations and Exceptions Libraries and Archives (by Kenneth Crews - August 26, 2008) | Presentation
- Study on Copyright Limitations and Exceptions for the Visually Impaired (by Judith Sullivan - February 20, 2007) | Presentation
- Study on Automated Rights Management Systems and Copyright Limitations and Exceptions (by Nic Garnett - Apriil 27, 2006) | Presentation
- Study on Limitations and Exceptions of Copyright and Related Rights in the Digital Environment (by Sam Ricketson - April 5, 2003) | Presentation
- Exceptions and Limits to Copyright and Neighboring Rights (by Pierre Sirinelli - December 3, 1999) | Presentation
Patents
- Discussion Forum: Standing Committee on the Law of Patents (SCP)
- Secretariat coordination: Patent Law Division
CDIP documents
- Patent-Related Flexibilities in the Multilateral Legal Framework and their Legislative Implementation at the National and Regional Levels - Part IV (March 9, 2015)
- Patent-Related Flexibilities in the Multilateral Legal Framework and their Legislative Implementation at the National and Regional Levels - Part III (March 27, 2014)
- Future Work on Patent-Related Flexibilities in the Multilateral Legal Framework (October 3, 2012) and comments (October 30, 2012)
- Patent-Related Flexibilities in the Multilateral Legal Framework and their Legislative Implementation at the National and Regional Levels: Part II / complete document (March 18, 2011)
- Experts' Study on Exclusions from Patentable Subject Matter and Exceptions and Limitations to the Rights (September 2, 2010)
- Patent-Related Flexibilities in the Multilateral Framework and their Legislative Implementation at National and Regional Levels (March 1, 2010)
Other documents
- Transfer of Technology / Comments (December 11, 2009)
- Opposition Systems (December 11, 2009)
- Exclusions from Patentable Subject Matter and Exceptions and Limitations to the Rights (February 4, 2009)
Meetings
- WIPO Regional Seminar for Certain Caucasian, Central Asian and Eastern European Countries and Central European, Baltic and Mediterranean Countries on the Implementation and Use of Several Patent-Related Flexibilities - Astana, Kazakhstan (October 16 - 18, 2013)
- WIPO Sub-Regional Workshop on Patent Policy and its Legislative Implementation - Basseterre, St. Kitts and Nevis (April 10 and 11, 2013)
- WIPO Regional Seminar for Certain African Countries on the Implementation and Use of several Patent-Related Flexibilities - Durban, South Africa (January 29 - 31, 2013)
- WIPO Regional Seminar for Certain Latin American and Caribbean Countries on the Implementation and Use of several Patent-Related Flexibilities - Bogota, Colombia (February 6 - 8, 2012)
- Access to Medicines, Patent Information and Freedom to Operate; a Technical Symposium - Geneva, Switzerland (February 18, 2011)
- Workshop on Patent Searches and Freedom to Operate - Geneva, Switzerland (February 17, 2011)
- Access to Medicines: Pricing and Procurement Practices - Geneva, Switzerland (July 16, 2010)
Trademarks and industrial designs
- Discussion Forum: Standing Committee on the Law of Trademarks, Industrial Designs and Geographical Indications (SCT)
- Secretariat coordination: Law and Legislative Advice Division
CDIP documents
- Study on Misappropriation of Signs (by Martin Senftleben - March 14, 2012)
Other documents
Traditional knowledge
- Discussion Forum: Intergovernmental Committee on Intellectual Property and Genetic Resources, Traditional Knowledge and Folklore (IGC)
- Secretariat coordination: Traditional Knowledge Division
International IP law is largely silent on traditional knowledge (TK) and there is, therefore, flexibility and scope for States and regional organizations to establish sui generis protection systems, as several have done. Traditional cultural expressions/folklore (TCEs) are addressed to some extent in some international IP treaties, and, once again, many States and regional organizations have established sui generis laws for TCEs.
At the international level, text-based negotiations are underway in the IGC towards the development of an international legal instrument or instruments which will provide effective protection for TK and TCEs – this work has included consideration of flexibilities within conventional IP systems which allow for the enhanced protection of TK and TCEs, as well as sui generis adaptations to existing IP systems.
The IGC has also discussed the relationship between IP and access to and benefit-sharing in genetic resources, and is considering several options in this regard, including options within the IP system. The IGC’s negotiations are ongoing.
Respect for IP
- Discussion Forum: Advisory Committee on the Law of Enforcement (ACE)
- Secretariat coordination: Building Respect for IP Division
Global challenges
- Secretariat coordination: Global Challenges Division
The WIPO Global Challenges Program addresses innovation and intellectual property at the nexus of interconnected global issues, in particular global health, climate change and, to a lesser extent, food security.
The choice of priorities reflects both the focus of member states (e.g., in the post-2015 Development Agenda) and the potential for innovation-driven solutions to deliver tangible results. As such, the Program does not deal with substantive intellectual property issues of technical nature. However, the work of the program may be relevant for substantive discussions, since it can provide background information and policy support.
Intergovernmental organizations
- Trends in intellectual property rights relating to genetic resources for food and agriculture
- Intellectual Property rights in plant varieties
- Intellectual property rights in plant varieties: an overview with options for national governments
- Using Intellectual Property Rights to Stimulate Pharmaceutical Production in Developing Countries: A Reference Guide
- Symposium on Flexibilities in the International Intellectual Property Rules and the Local Production of Medicines for ASEAN Countries
- Training Module on the WTO Agreement on Trade-Related Aspects of Intellectual Property Rights
- Flexibilities for developing countries in agriculture; Market Access Formulae
- The Interface between IPRs, Foreign Investment and Technology Transfer
- Intellectual Property in the WTO: Turning it into developing countries’ real property; assuring development gains from the international trading system
- Intellectual Property, the WTO -TRIPS Agreement and Implications for Development
- Report on Intellectual Property Arrangements; implications for developing countries productive capabilities in the supply of essential medicines
- Building local pharmaceutical production / supply capacity
- Dispute Settlement in International Trade, Investment and Intellectual Property
- Workshop on flexibilities in international IP rules and local production of pharmaceuticals for southern, central and west African region; TRIPS flexibilities; SA generic industry experience
- The Least Developed Countries Report, 2007
- Entrepreneurship Policy Framework and Implementation Guidance
- International investment agreements: flexibility for development
- Basic Features of the Multilateral System on Patents and Regulatory Data Tests
- The Debate on Climate Change and Access to Technology: LDCs Perspectives Breakout Session - Is There a Role for the LDCs in Reshaping Global Economic Governance?
- TRIPS Pre-Grant Flexibilities: Patentable Subject Matter
- TRIPS Post-Grant Flexibilities: Key Exceptions to Patent Holders` Rights
- TRIPS Post-Grant Flexibilities: Compulsory Licenses & Government Use
- TRIPS Post-Grant Flexibilities: Parallel Imports
- Access to medicines and Intellectual Property Provisions in Free Trade and Economic Partnership Agreements
- Protection of pharmaceutical test data under TRIPS and FTAs
- Research Papers; the changing structure and governance of intellectual property enforcement
- Public health related TRIPS-plus provisions in bilateral trade
- Intellectual Property Rights and Access to Medicines: A South-East Asia perspective on global issues
- A Survey of Policy and Practice on the Use of Access to Medicines-Related TRIPs Flexibilities in Malawi
- The use of flexibilities in TRIPS by developing countries: Can they promote access to medicine?
- TRIPS and changes in pharmaceutical patent regime in India
- Implementation of the WTO General Council Decision on Paragraph 6 of the Doha Declaration on the TRIPS Agreement and Public Health
- Public Health, Innovation and Intellectual Property Rights
- Willingness and Ability to Use TRIPs Flexibilities: Kenya Case Study
- Using TRIPS Flexibilities to Improve Access to HIV Treatment released by UNAIDS/WHO/UNDP
- Trade, Intellectual Property rights and Access to Medicines
- Using TRIPS flexibilities to facilitate access to medicines?
- Implications of the Doha Declaration on the Trips Agreement and Public Health, Health Economics and Drugs EDM Series No. 12
- Integrating Public Health Concerns into Patent Legislation in Developing Countries (South Center)
- Protection of Data Submitted for the Registration of Pharmaceuticals: Implementing the Standards of the Trips Agreement (South Center)
- Utilizing TRIPS Flexibilities for Public Health Protection through South-South Regional Frameworks (South Center; 2004)
- TRIPS flexibility for patents and food security: options for developing countries
- Trade-Related Aspects of Intellectual Property Rights
- Regional and bilateral agreements and a TRIPS-plus world: the Free Trade Area of the Americas (FTAA)
- Policy Space: What, for What, and Where?
- World Trade Organization: Timeliness and completeness of notifications and other information flows
- World Trade Organization; Analytical Index; Agreement on Trade-Related Aspects of Intellectual Property Rights
- Intellectual property: protection and enforcement
- Members OK amendment to make health flexibility permanent
- Fact Sheet: Trips and Pharmaceutical Patents; Obligations and exceptions
- Millennium Development Goals; Access to medicines
- Intellectual property: protection and enforcement
- TRIPS and pharmaceutical patents
- Council debates anti-counterfeiting talks, patents on life
- WHO, WIPO, WTO join forces to put access-to-medicines under the microscope
- Decision removes final patent obstacle to cheap drug imports
- WTO | News - Access to medicines has been improved: Speech – Director-General WTO, Pascal Lamy
- Workshop helps officials use intellectual property flexibilities for health
- WTO Workshop on TRIPS and Public Health: Activity Sheet
- Trilateral cooperation on IP and Public Health (WTO/WHO/WIPO)