The achievements of WP3

EURHISFIRM Work Package 3.1 – Intellectual Property Related Issues

Progress as of 15./16. March 2019 – EURHISFIRM Meeting Wroclaw

The task of WP 3.1 is to identify relevant ownership and property rights in the context of the database project. This firstly includes an examination of potential rights persisting in the source materials which are to be used for the creation of the EURHISFIRM database. Secondly WP 3.1 will take a look at ownership rights in regard to the research outcome, i.e. mainly ownership and property rights in the final EURHISFIRM database. In terms of relevant legal areas unfair competition law might be of relevance, besides the obviously important intellectual property law. The objective of WP 3.1 is to propose policies for the handling of the identified issues to ensure compliance with the relevant legal rules.

The main challenges for WP 3.1 are the great variety of sources that might be used for the creation of the database and the fact that the project covers seven different countries and thus seven different jurisdictions. The variety of sources is challenging because a number of different intellectual property rights have to be considered. This is exacerbated by the diversity of the sources and their potential uses. Besides the copyright directives of the European Union the seven countries do not have any relevant common statutes. It is therefore challenging to rely on regulation for the identification and examination of potential issues with ownership and property rights.

To this point a preliminary flowchart for issues with intellectual property rights has been produced:

While no flowchart can provide an in-depth legal analysis, the presented preliminary chart may serve as a first look at potential policies for the processing of the source materials, i.e. of a corpus of materials. A more detailed analysis of the respective legal issues which are only indicated (if at all) in the flowchart will be provided in the final WP 3.1 report.

Furthermore a legal expertise in respect to the utilization of the “Handbuch der deutschen Aktiengesellschaften” in the German copyright context has been produced. This is of particular value since this handbook is one of the key sources for data on German stock corporations.

Apart from that relevant intellectual property rights have been preliminary identified. The most important ones are copyrights in literary works, database works and the sui generis rights of makers of databases. The subject matter of those rights are texts and the presentation of graphical illustration (literary works) and databases in the sense of the Database Directive[1]. In particular company yearbooks or stock exchange lists might be subject to a copyright or related rights protection.

In addition some national rights have been identified that also might be of relevance in the EURHISFIRM context, namely related rights in photographs and similarly manufactured products under German and copyrights in typographical arrangements under British copyright law.

The relevant act in respect to intellectual property law is the digitization of the source materials. In this process the source materials are inevitably reproduced (even if it is just for a brief moment in a computer RAM). Copyrights and related rights do however grant their holders the exclusive right to reproduce the protected subject matter. Besides the reproduction the right holders also have the exclusive right to make the protected subject matter available to the public. Thus generally a license of the right holder is necessary to process the data or to include protected subject matter in the final database.

It is key not only to identify the relevant copyrights and related rights that protect the source materials but also to take a look at whether or not some of the potential utilizations in the EURHISFIRM context fall into the scope of exceptions or limitations to copyright. If they would, a license would not be necessary. While there is barely any harmonization in this respect the new Digital Single Market Directive[2] (which is yet to be implemented in the national copyright laws) might be of interest in the context of the project, since it provides exceptions for text and data mining for scientific research.

In terms of unfair competition law the question is whether the digitization and further use of existing publications (which serve as source materials for the creation of the database) constitute an act of unfair competition vis-à-vis other publishers who already market the same or similar content. Due to basically no relevant harmonization in the field of unfair competition law on the EU level the examination of unfair competition issues is even more challenging than that of the IP related issues.

Nonetheless a solid groundwork for WP 3.1 has been established and can serve as the foundation for the final report. This report will identify and examine potential issues with ownership or property rights in depth and lay out policies to deal with them.

[1] Directive 96/9/EC of the European Parliament and of the Council of 11 March 1996 on the legal Protection of Databases, OJ L 77/20, 27.3.1996.

[2] Directive (EU) 2019/790 of the European Parliament and of the Council of 17 April 2019 on Copyright and related Rights in the digital single Market and amending Directives 96/9/EC and 2001/29/EC, OJ L 130/92, 17.5.2019.

25th Colloquium of the History of Management and Organizations

Lyon / March 26th and 27th 2020

Organised by the French Association for History of Management and Organizations (AHMO) and the Institute for Education and Research in Healthcare and Social Service Organizations (IFROSS, University Jean Moulin Lyon 3), with the collaboration of the Centre for Historical Research Rhône-Alpes (LARHRA, UMR 5190) and Triangle (UMR 5206).

The Colloquium in History of Management and Organizations (JHMO) is the annual, international and interdisciplinary colloquium organised by the French Association for History of Management and Organizations (AHMO). It gathers scholars in history, management studies, sociology, economics and other related fields, who share the historical approach of AHMO research topics: organisations, managerial thought and practice, and the field of management studies.

As in previous years, the 25th JHMO is divided in two sessions. The general session is open to any papers dealing with managerial matters using historical methods. The thematic session focuses on “paths and networks”.

Read more: https://jhmo2020.sciencesconf.org

The achievements of WP4

The University of Antwerp is responsible for Work Package 4 which builds up expertise regarding existing datasets and historical printed serial sources on publicly traded companies from 1815 and on data documentation standards.

 WP 4 compiled an inventory (D4.2) of the principal official publications of company information, stock exchange price lists and yearbooks with summary governance and financial information on publicly traded companies for each of the participating countries, as well as existing datasets for financial history. The inventory also provides a summary description of their contents. Another report on data and sources semantics (D4.3) contextualises the categories of information commonly found in stock exchange yearbooks and price lists. It does so by providing clear definitions and a detailed, historical overview of legislation, regulation and customs in the fields of company identification, corporate governance, securities trading and financial reporting. The output of WP 4 also includes two reports on metadata standards (D4.1 and D4.5). Metadata is defined by the International Organisation for Standardisation (ISO) as “data that defines and describes other data” or, simply, “data about data”. The metadata standards from the Data Documentation Alliance (DDI) will be used in EURHISFIRM for describing the provenance, characteristics, structure and contents of datasets and printed sources in a structured and uniform manner. A selection of stock exchange price lists and yearbooks were documented according to the DDI standards with the Colectica software (D4.4). Other Work Packages will draw on this output for the elaboration of a common metadata model (Work Package 5), data connecting and matching technologies (Work Package 6) and a system for automated data extraction (Work Package 7).

General Assembly in Wrocław (15-16 March, 2019)

The General Assembly was held at the Wrocław University of Economics, Friday – Saturday, 15 – 16. March 2019.

During the meeting, the activity of individual teams was summarized and plans for the future were presented. Each WP Team has presented its achievements. There was also the Project Advisory Board annual meeting.

The external guests participated the meeting (experts in fields relevant to the EURHISFIRM project) came from Portugal, Finland, Switzerland, Sweden, Norway, Germany and France.

The related report for the General Assembly is available here.

The meeting was accompanied by media.  The head of WP2 Team, Prof. Krzysztof Jajuga, in interview for TVP Wrocław was talking about EURHISFIRM Project as whole.

EHES 2019 Congress 29th-31st August, 2019

The thirteenth European Historical Economics Society Conference will be held at the Paris School of Economics, Thursday – Saturday, 29 – 31. August 2019.

The Conference Programme Committee invites proposals for sessions and individual papers on any aspect of European or global economic history covering a wide range of periods, countries and regions.

In order to allow as many scholars as possible to participate, each participant will be limited to give only one presentation (he/she can also be a co-author in other papers presented at the conference, as long as another co-author participates and presents each of these paper).

The Society encourages submissions from young scholars. There will be at least 10 bursaries of € 300-400 each to help PhD students cover the costs of travel and accommodation. Further details will be available soon on the Conference website: https://ehes2019.sciencesconf.org/

The 2019 EABH annual meeting – invitation

We would like to invite you to the 2019 EABH annual meeting which will be kindly hosted by the Bank of Russia in St. Petersburg on 20 and 21 June 2019.

The conference which will look into ’The Development of Financial Markets’ will take place on Thursday, 20 June 2019 and the archival workshop presenting ‘Minting History’ will be held on Friday, 21 June 2019.

The Call for Papers for both days are online respectively at: 

http://bankinghistory.org/wp-content/uploads/eabh_2019FMCfP.pdf  and

http://bankinghistory.org/wp-content/uploads/eabh_2019MHCfP.pdf

 

We would like to encourage all of you to submit your work if you see it fit within the theme of conference and/ or workshop. Further you are kindly invited to extend the invitation to submit to your colleagues and peers.

Detailed conference information is available here: http://bankinghistory.org/events

 

Please register : https://www.eventbrite.co.uk/e/2019-eabh-annual-meeting-tickets-56101510127 

For any questions or support with HOTEL, please be in touch with Gabriella: g.massaglia@bankinghistory.org

Here: http://bankinghistory.org/wp-content/uploads/eabh_2019Visa.pdf you will find important information regarding VISA application. Please contact Eugenia Grigoryeva, Bank of Russia at griogrevaep@mailcbr.ru for further assistance.

 

The General Members Meeting will take place on Friday, 21 June 2019 at 09.30.

A New Data Hub For Financial Research: DFIH (Data for Financial History)

On Thursday, 13 December 2018, the research group DFIH (Data for Financial history) at the Ecole d’Economie de Paris/Paris School of Economics will hold the conference A New Data Hub For Financial Research: DFIH (Data for Financial History). The group will present the projects and the current progress on building comprehensive databases on historical French securities traded in the French markets since 1796. The projects aim to improve the current lack of empirical work in historical financial data that are crucial to better understand and find solutions to global financial crises as witnessed in the latest crash ten years ago.

 

The next day (Friday, 14 December 2018) follows-up with a separate but connected event, the 8th EURHISTOCK Workshop. As in Madrid (2009), Cambridge (2010), Paris (2011), Bonn (2012), Antwerp (2013), Cambridge (2015), Belfast (2016), the 8th edition of the EURHISTOCK workshop aims at providing a meeting point for financial and economic historians as well as financial economists interested in the long-term changes of European financial markets.
The workshop is jointly organized by the Paris School of Economics and the European Business School-Paris.

 

For registrations, please follow this link. For further information, please contact Monique-Alice Tixeront (monique-alice.tixeront@psemail.eu).

Call for Papers

Call for Papers

The Research Center SAFE and the Institute for Banking and Financial History (IBF) are jointly organizing  and cordially invite you to submit a paper for the

Workshop for Young Scholars on

Financial History –
Reflection on the Past to Tackle Today’s Key Finance Questions

with Prof. Barry Eichengreen (University of California, Berkeley),
on the occasion of the 50th anniversary of the IBF

to be held on 16 May 2019
at Goethe University Frankfurt

The Research Center SAFE and the Institute for Banking and Financial History (IBF) are jointly organizing a workshop for young scholars on “Financial History – reflections on the past to tackle today’s key finance questions”, which will be held in Frankfurt am Main on 16 May 2019.

The workshop aims to bring together young scholars working on financial history topics relevant to today’s key finance questions such as financial crisis, market movements and effects of regulation, financial innovation, features and function of financial systems etc. The workshop is headed by Prof. Barry Eichengreen, holder of the Goethe University Visiting Professorship of Financial History in 2019, who will provide feedback to the selected papers.  The participants of the workshop will also be invited to attend the conference organized by Prof. Barry Eichengreen on “High Public Debt: Theoretical and Historical Perspectives”. The conference will take place on the following day (17 May 2019) at Goethe University.

Complete manuscripts or 3-page drafts should be submitted on the website no later than 28 October 2018. We will acknowledge receipt of submission and the authors of accepted papers will be notified by 1st December 2018.

For program participants, accommodation and travel expenses (up to a certain limit) will be covered. If you have any questions, please contact Dr. Stephanie Collet .

Conveners
Prof. Carsten Burhop (University of Bonn)
Dr. Stephanie Collet (Research Center SAFE and Goethe University Frankfurt)
Prof. Barry Eichengreen (University of California, Berkeley)

Scientific Committee
Prof. Carsten Burhop (University of Bonn)
Dr. Stephanie Collet (Research Center SAFE and Goethe University Frankfurt)
Prof. Barry Eichengreen (University of California, Berkeley)
Prof. Moritz Schularick (University of Bonn)
Prof. Jan Pieter Krahnen (Research Center SAFE and Goethe University Frankfurt)
Prof. Reinhard H. Schmidt (Goethe University Frankfurt)

Meeting

The “Frankfurt-group” of the EURHISFIRM project advisory board will meet on Thursday, 13 September at 16h00 CET, with invitations also extended to the rest of the advisory board members. The “Frankfurt-group” (members who are connected to Frankfurt or Germany) focuses on EURHISFIRM issues especially relevant to Central Europe (Germany [especially Frankfurt], Austria, Switzerland and Liechtenstein, and possibly Poland).