视觉隐喻与商标显著性

Dustin Marlan
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引用次数: 1

摘要

本文在商标法固有显著性原则的背景下考察了形象。尽管商标法仍然缺乏一个连贯的、统一的和可预测的框架来决定视觉形象标志(标识和产品包装)的显著性,但它长期以来一直使用“想象力”测试来有效地确定文字标志的显著性。根据这一原则,立即受保护的文字标志必须与它们所来自的词语有一种隐喻关系(即,作为修辞),要求消费者运用他们的想象力来得出关于商标下提供的商品或服务的性质的结论(例如,冰淇淋的“Klondike”和公共汽车服务的“Greyhound”)。这是有道理的,因为有效商标的首要要求是它是一个“符号”,正如本文所示,任何符号的基本特征都是它的形象品质。然而,概念隐喻理论的研究发现,隐喻“主要是思想和行为的问题,只是衍生的语言问题”。事实上,品牌不仅依靠语言隐喻,还依靠视觉隐喻来区分自己与市场上的竞争对手(例如,麦当劳的“金色拱门”和星巴克的“海妖”)。因此,本文认为视觉隐喻提供了一种具象的、基于认知的工具,通过它可以将商标法对固有独特性的想象测试从文字扩展到图像。在此过程中,它将隐喻联想作为分析文字和图像标记固有独特性的中心考虑因素。
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Visual Metaphor and Trademark Distinctiveness
This Article examines images in the context of trademark law’s inherent distinctiveness doctrine. While trademark law still lacks a coherent, uniform, and predictable framework for deciding the distinctiveness of visual image marks—logos and product packaging—it has long used the “imagination” test to effectively determine a word mark’s distinctiveness. Under this doctrine, immediately protectable word marks must operate in a metaphoric relationship to the words from which they are drawn (i.e., as figures of speech), requiring consumers to use their imagination to reach a conclusion as to the nature of the goods or services offered under the marks (e.g., “Klondike” for ice cream and “Greyhound” for a bus service). This makes sense because the first requirement of a valid trademark is that it be a “symbol”, and, as this Article shows, the basic characteristic of any symbol is its figurative quality. Research in conceptual metaphor theory finds, however, that metaphor is “primarily a matter of thought and action and only derivatively a matter of language.” Indeed, brands rely not just on verbal metaphor, but also on visual metaphor to differentiate themselves from competitors in the marketplace (e.g., McDonald’s “golden arches” and Starbucks’s “siren”). This Article thus claims that visual metaphor provides a figurative, cognition-based vehicle by which to extend trademark law’s imagination test of inherent distinctiveness from words to images. In doing so, it conceives of metaphorical association as a central consideration in analyzing the inherent distinctiveness of both word and image marks.
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