Wednesday, 9 October 2024

Further developing a word mark similarity measurement framework

EXECUTIVE SUMMARY

Following my previous article outlining a suggested framework for objectively quantifying mark similarity[1], this follow-up study looks further at the algorithms proposed for use with word marks and explores some possible enhancements.

In Part 1, I consider the degree to which the similarity metric is consistent with assessments provided by other sources, namely the (subjective) decisions from recent UK trademark dispute cases, and the results from a trademark similarity search tool. 

Part 2 considers the use of analysis of subsequences and substrings between pairs of marks, and proposes an additional metric for quantifying similarity, based on the proportions of the marks which are common to each other.

Part 3 explores the use of a tool for converting strings into their phonetic representations using International Phonetic Alphabet (IPA) syntax, as a means for assessing the aural (pronunciation) similarity between marks.

These ideas could be incorporated into a framework of greater sophistication for measuring the similarity of marks in a quantitative sense. Whilst in general there remains significant subjectivity in the relevant legal tests, an objective framework offers a tool allowing for the possibility of greater consistency if incorporated into relevant arguments, frameworks and - ultimately - case law.

Reference

[1] https://circleid.com/posts/towards-a-quantitative-approach-for-objectively-measuring-the-similarity-of-marks

This article was first published on 9 October 2024 at:

https://circleid.com/posts/further-developing-a-word-mark-similarity-measurement-framework

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WHITE PAPER

Part 1 - Testing the algorithm

Introduction

In my introductory article on mark similarity measurement[1], I presented an initial version of a suggested algorithm for objectively quantifying the degree of similarity of a pair of word marks. Similarity assessment is a key element of the decision-making process in many trademark disputes, relating to the likelihood of competing marks generating confusion with each other.

The methodology proposed in the previous study makes use of four calculated components: two of these[2] generate scores (between 0 and 100) indicating the degree of visual (i.e. spelling) similarity; the other two[3] quantify the degree of aural (i.e. pronunciation) similarity. These two similarity types can therefore be quantified separately, or can be combined to create an overall similarity metric (S) for the two marks[4]. The basic metrics take no account of the meaning of the terms (i.e. conceptual similarity) or their level of distinctiveness (which is more relevant to the determination of likelihood of confusion), and also ignore any associated classes of goods and services, any logos, imagery or fonts (and the case (i.e. upper vs lower) of the marks). 

In this first part of the follow-up, I compare the outputs of the similarity metric with those from other contexts in which similarity is assessed. Throughout the article, I use the term 'inconsistency' to refer to any deviation from the scenario in which a fixed 'decision tree' (i.e. the situation where, all other factors being equal, an objectively equivalent input will produce the same output) can be seen to have been applied. It is important to note, however, that in real dispute cases, the (manual) analysis will be highly nuanced and following established practice, so different decisions may (correctly) be reached in similar cases. Specific details of individual cases are not, however, considered further in this analysis. 

Analysis and testing - Case study 1: Recent UK trademark dispute case decisions

As an initial test of the meaningfulness of the similarity metrics, it is informative to compare their output against the point-of-law decisions from a series of recent trademark disputes. The dataset utilises only word mark vs word mark cases from UK courts (in part, because some of the algorithms are 'tuned' to be most appropriate for English-language content) in the last year, comprising 243 cases. The data[5] gives, for each case, the decision on whether the pairs of marks were deemed to be similar or different, according to each of four similarity types (aural, visual, conceptual, overall) (see Appendix A), but does not (in the summary overview) give more granular information (e.g. on the assessed degree of similarity in each case). 

The first point to note is that - looking purely at the data as presented, with no deeper analysis of case background or context - the decisions include significant degrees of subjectivity, and the decision-making process is not consistent throughout. Arguably, this is why a more objective approach could add value to the process of decision-making, but it does seem unavoidable that some subjective elements will always be involved. 

Examples of the inconsistencies in the decisions across the dataset (beyond just cases where different decisions may have been reached on the same case at different times) are outlined below.

  • Some pairs of marks which are clearly different if viewed in their entirety have been assessed to be similar, suggesting that the main consideration in these cases has been on (only) the primary distinctive element of the mark. Examples include: Dose & Co. vs Dose Labs ('Dose'); Catapult Vision / Catapult One vs Catapult Consulting ('Catapult'); Alpha Boxing vs Alpha Force ('Alpha'), etc. - though this is not always the case. Furthermore, in some cases where one mark is entirely contained within the other, the pair have been deemed to be similar (e.g. Amazon vs Amazon Food Trader Ltd; Very vs Veryco; Life vs ChopLife / Chop Life; Carbon vs MyCarbon; PXG Pharma vs PXG; Bad Boy vs BBCC / Bad Boy Chiller Crew) and, in some cases, different (in at least either an aural or visual sense) (e.g. Yoga vs Yoga Man; Ghost vs Ghostdancer CBD; Purple Computing / Purple vs Purplecube). Part of the rationale in some of these cases seems to have been the disregarding of non-distinctive terms (e.g. 'Co', 'My', etc.), but this also is not consistent, and requires a priori assumptions. 
  • It might be reasonable to expect it not to be possible for a pair of marks to be similar (overall) if they differ according to at least one of the similarity types, but there are a number of exceptions to this (e.g. Boss vs Bossvel, Goddess vs Godless, VFH vs VFHOnline, Folium Science vs Folium, etc. - all deemed conceptually different, but similar overall;  Sky / Sky X vs Ysky - deemed aurally and visually different, but similar overall). There is also no consistent application of 'rules' here - e.g. Matters vs M4tter and MFlor vs HFlor / H Flor were both considered to be aurally and visually similar but conceptually different, but the first pair was deemed similar overall and the second pair different.
  • There are also a number of other case-specific inconsistencies - for example, in two cases where the contested marks were almost identical between the cases (X12 / X14 / X16 / X15 / X13 vs vivo X15 / vivo X12 / vivo X14 / vivo X16 / vivo X13 and 6X / 7X / 9X / 8X / 5X vs vivo X6 / vivo X5 / vivo X7 / vivo X9 / vivo X8), they were found aurally and visually similar in one case, and different in the other.

With these inconsistencies in mind, it is difficult to formulate a test of the similarity algorithm(s) to determine whether it produces an output consistent with the case law. Furthermore, this would arguably not really be the desired behaviour for any such algorithm designed to produce a consistent, objective output. 

The simplest test is to consider only those cases where both of the contested marks are a single word (to avoid having to making any judgement as to which terms within a multi-word mark are primarily being assessed). There are 90 such cases within the database.

Figures 1 and 2 show the visual and aural similarity scores[6] (respectively) for the pairs of single-word marks assessed in the case decisions as being similar (shown in green) or different (shown in red) according to the same criterion / similarity type.

Figure 1: Visual similarity scores for the pairs of single-word marks assessed in the case decisions as being visually similar (green) or different (red), as a function of the average of the lengths of the two marks in each case

Figure 2: Aural similarity scores for the pairs of single-word marks assessed in the case decisions as being aurally similar (green) or different (red), as a function of the average of the lengths of the two marks in each case

The analysis shows that there is little meaningful correlation between the assessments given in the case decisions and the scores assigned by the algorithm (and this comment is true regardless of the length of the marks) - although all pairs assigned a visual similarity score greater than 86, and an aural similarity score greater than 93, were manually deemed to be similar according to the same criterion.

Part of this lack of overall correlation is, however, probably due to the significant subjectivity (and apparent 'inconsistency') in the manual decisions. Table 1 shows the scores assigned by the algorithms in each of the cases (with the pairs ranked by overall similarity score), and the results to appear - by manual inspection - to be meaningful (noting that there are some shortcomings, such as relatively poor reflection of distinct vowel sounds). 

Mark 1
                        
Mark 2
                        
Avg. mark length
                  
Visual sim. score
                  
Aural sim. score
                  
Overall sim. score
                  
  consiglieri   consigliera 11.0 94 100 97
  fashiongo   fashionego 9.5 97 96 96
  demiegod   demigods 8.0 92 100 96
  1link   link 4.5 91 100 96
  intellicare   intelecare 10.5 90 100 95
  lovello   lovelle 7.0 90 100 95
  configon   configo 7.5 95 93 94
  chooey   chooee 6.0 88 100 94
  asos   asas 4.0 81 100 90
  prinker   prink 6.0 89 92 90
  nutravita   nootrovita 9.5 79 100 90
  resolution   resolute 9.0 85 94 89
  naturli'   natureal 8.0 83 96 89
  gobox   g-box 5.0 84 95 89
  prinz   prinse 5.5 81 95 88
  realme   realmz 6.0 88 88 88
  cintra   citra 5.5 93 82 88
  testex   test-x 6.0 88 87 87
  curve   crv 4.0 82 93 87
  energeo   enerjo 6.5 84 90 87
  pyra   prya 4.0 84 90 87
  kramer   cramer 6.0 86 88 87
  billionaire   zillionaire 11.0 92 81 86
  vidas   vidya 5.0 85 88 86
  yorxs   yorks 5.0 85 88 86
  burgerme   burgerly 8.0 83 90 86
  mbet   m-bets 5.0 85 88 86
  pikdare   pi-kare 7.0 89 83 86
  geneverse   genv3rse 8.5 85 86 85
  retaron   retlron 7.0 90 81 85
  goddess   godless 7.0 90 81 85
  snuggledown   snugglemore 11.0 81 89 85
  philips   philzops 7.5 86 83 85
  noughty   naughtea 7.5 74 95 84
  tygrys   tigris 6.0 74 95 84
  george   georgine 7.0 91 78 84
  mbfw   mvfw 4.0 80 88 84
  hanson   hansol 6.0 88 79 84
  zemo   zoomo 4.5 67 100 84
  ellesse   elliss 6.5 83 84 83
  scaffeze   scaffx 7.0 80 87 83
  maplab   maplab.world 9.0 79 86 82
  matters   m4tter 6.5 82 82 82
  createme   create. 7.5 86 78 82
  patter   yatter 6.0 86 78 82
  treca   trea 4.5 92 71 82
  foltene   foltex 6.5 84 79 81
  lucite   luci 5.0 87 75 81
  dcsl   dcs 3.5 90 71 81
  fransa   fanza 5.5 79 82 80
  kelio   kleeo 5.0 70 90 80
  zara   zareus 5.0 71 88 79
  very   veryco 5.0 87 71 79
  saypha   shaype 6.0 74 84 79
  carbon   mycarbon 7.0 89 68 78
  z-biome   biome 6.0 87 68 77
  chef   chefchy 5.5 82 71 77
  atma   atmaspa 5.5 82 71 77
  rabe   rase 4.0 81 71 76
  azure   azurity 6.0 77 74 76
  noughty   nouti 6.0 76 75 76
  suntech   suntank 7.0 70 81 75
  live   vive 4.0 79 71 75
  repevax   epvax 6.0 87 63 75
  sherco   charco 6.0 72 75 74
  cazoo   carkoo 5.5 79 66 73
  coversyl   covixyl-v 8.5 70 75 72
  zara   zarzar 5.0 86 59 72
  hyprr   hypernft 6.5 73 71 72
  fido   fiio 4.0 81 63 72
  pockit   mypocket 7.0 76 67 71
  axis   traxis 5.0 84 59 71
  ulma   luma 4.0 83 59 71
  idee   idee-home 6.5 75 66 71
  live   life's 5.0 70 71 71
  salio   saliogen 6.5 85 55 70
  e-bulli   bullit 6.5 81 59 70
  waken   wakeful 6.0 77 59 68
  airbnb   airbrick 7.0 70 65 68
  resolva   consolva 7.5 69 64 66
  glenfiddich   inverfiddich 11.5 74 59 66
  hotpatch   patch 6.5 79 51 65
  boss   bossvel 5.5 82 40 61
  bloo   bluuwash 6.0 46 71 58
  vfh   vfhonline 6.0 67 45 56
  boss   kissboss 6.0 63 33 48
  swift   microswift 7.5 55 34 44
  rolex   dermarollex 8.0 49 34 41
  sane   cbdsane 5.5 37 34 35
  md   intimd 4.0 25 25 25

Table 1: Visual, aural and overall similarity scores (as assigned by the algorithm(s)) for the pairs of single-word marks

Analysis and testing - Case study 2: Trademark similarity searches

As a second validation, it is informative to compare the similarity score(s) as described above (hereafter described as the 'similarity score(s)') against those given as outputs from a trademark watching service. As an example, I consider a set of around 1,800 findings from watches being run for around 30 distinct marks. The trademark watching service reports on identified third-party trademark applications deemed in each case to be similar to the mark being watched, and returns a similarity measurement (hereafter described as the 'TM-watch similarity measurement') (expressed as a percentage) for the pair of marks, also generated via a proprietary algorithm. This algorithm takes into account a number of factors, including numbers of letters in common and a series of alphabetical, phonetic and grammatical rules[7]

For simplicity:

  • I consider only trademark watches where the watched mark is a single-word word mark. 
  • I focus only on watches monitoring all product and service classes, to ensure that the similarity score output by the service reflects only the similarity of the word marks, and not the degree of overlap of the classes.
  • I exclude any results where the identified trademark contains non-English characters (approx. 300 cases).
  • I convert all marks (watched and identified) to lower-case text.

In theory (if both the similarity score and the TM-watch similarity measurement algorithms work well), we would expect their values (for the same pairs of marks) to correlate well with each other. However (as for the case decisions considered in Case Study 1), there do seem to be some inconsistencies in the TM-watch similarity measurement algorithm. For example:

  • In some cases, identical matches, or cases where the identified mark is identical to the watched mark plus just an additional word, are given low TM-watch similarity measurement values (~5%).
  • In many cases, identified marks containing the watched mark are allocated very high values, regardless of the length of the identified mark and the degree to which the watched mark may feature just as an unrelated sub-string within it. This may be problematic / non-meaningful if (for example) the identified mark is a very long / multi-word string, and the corresponding watched mark is only (say) a two-character string contained within one of the words.

However, other apparent inconsistencies (such as instances of the same type of visual variation - e.g. the replacement of one character in a two-character mark - not always being allocated the same TM-watch similarity measurement value) might be intended behaviour (e.g. being intended to reflect the effect on pronunciation - i.e. aural similarity / difference). Admittedly, the full details of the algorithm used by the trademark watching service are not publicly available, and may include additional sophisticated elements which impact on the outputs. 

Overall, it will be instructive to assess whether the similarity score is able to provide a better means of sorting (by potential relevance) the findings from the watch service, meaning that it could therefore be used to 'post-process' the watch-service data and build efficiencies into the review process.

The figures below show the relationship between the TM-watch similarity measurement value for each pair of marks and the overall similarity score (Figure 3) and the score reflecting just visual (i.e. spelling only) similarity, for the same pairs.

Figure 3: The relationship between TM-watch similarity measurement value and overall similarity score (i.e. considering both spelling and pronunciation) for the (~1,500) pairs of marks in the dataset

Figure 4: The relationship between TM-watch similarity measurement value and visual similarity score (i.e. considering spelling only) for the (~1,500) pairs of marks in the dataset

The data shows little meaningful correlation between the two metrics (with a weak positive correlation (corr. coefficient = +0.233) for the overall similarity score). In part, this seems to be because there is a lot of 'noise' / inconsistency in the TM-watch similarity measurement value (noting, for example, the anomalous cluster of pairs of marks assigned a very low value of ~5%). 

The behaviour of the algorithms, and the relationship between them, may be easier to understand if we consider only the simpler cases where the identified mark (as well as the watched mark) is also just a single word (rather than a multi-word phrase). This relationship is shown in Figure 5, where the results are also categorised by the length (in characters) of the watched mark (to determine whether one or both algorithms perform better with marks of different lengths).

Figure 5: The relationship between TM-watch similarity measurement value and overall similarity score for the pairs of marks in which both the watched and the identified mark are single-word strings

Once again, there is no strong correlation (corr. coefficient = +0.231) and no obvious pattern in the data.

The lack of correlation actually seems to be largely due (as discussed) to the relatively poor performance of the TM-watch similarity measurement algorithm. The similarity score calculation seems to provide a much better measurement of (a subjective manual judgement of) the 'actual' similarity between the pairs of marks. This is illustrated by Tables 2 and 3, showing (in encoded form[8]) (for the full dataset, including multi-word identified marks) the top- and bottom-ranked pairs of marks by overall similarity score - which seems to provide a (subjectively) reasonable assessment of similarity - and the fact that there is a wide range of TM-watch similarity measurement values present within the groups of most-similar and least-similar pairs. It does also seem, therefore, that the application of the similarity score could be an effective tool in post-processing the results from the trademark watch, and allowing for a quicker review process and identification of genuinely high-risk marks.

Mark 1 (watched)
                      
Mark 2 (identified)
                      
Visual sim. score
                  
Aural sim. score
                  
Overall sim. score
                  
TM-watch sim. meas. value
                  
  jddi   jddi 100 100 100 100
  dgwf   dgwf 100 100 100 100
  rjoct   rjoct 100 100 100 100
  fggwoc   fggwoc 100 100 100 5
  fccjfg   fccjfg 100 100 100 100
  qgffiwo   qgffiwo 100 100 100 5
  dwbgcwi   dwbgcwi 100 100 100 100
  bfigegiri   bfigegir 96 100 98 99
  ajwbgeioj   ajwbg & eioj 91 100 95 5
  dwbgcwi   dwbgcii 90 100 95 95
  dgwf   dgw 90 100 95 95
  dwbgcwi   dwjgcwi 89 100 95 99
  dgjaaj   dgja 87 100 93 87
  ft   ftj 86 100 93 96
  ft   fti 86 100 93 96
  qgffiwo   qgff fwof 83 100 91 57
  dgwf   dgwc 82 100 91 95
  dgwf   dgww 82 100 91 95
  rjbjci   rjb 78 100 89 99
  bfigegiri   bfigegirft 89 89 89 70
  fccjfg   fccjii 77 100 88 82
  dwbgcwi   dwpgcwi 89 88 88 99
  dgwf   dgwci 76 100 88 88
  dgwf   dgwcg 76 100 88 88
  dwaf   dwwac 75 100 87 87
  bfigegiri   jbfigegir 91 83 87 88
  icge   ifgef 74 100 87 83
  dwaf   dfafg 74 100 87 87
  rjbjci   rfjjfi 74 100 87 84
  qgffiwo   qgffiwo ffjc 83 90 86 98
  dgwf   4dgwc 73 100 86 89
  rjoct   rcojtc 72 100 86 87
  ajwbgeioj   ajwbgefbw 77 95 86 90
  dgwf   dgwc21 71 100 86 89
  dgwf   dgwc 3 71 100 86 89

Table 2: Top-ranked pairs of marks (shown in encoded form) by overall similarity score 

Mark 1 (watched)
                      
Mark 2
(identified)
                      
Visual sim. score
                  
Aural sim. score
                  
Overall sim. score
                  
TM-watch sim. meas. value
                  
  rjbjci igt tjdci tjggfqc 41 6 23 35
  qp op ocawwfwjid pwfgjww
jdtce
29 18 23 86
  fccjfg tcaiw dfqf fcofg 77 40 7 23 35
  rjbjci ifiiwg tjdci 37 9 23 59
  fccjfg fdwfdbjfo fwjf 31 15 23 94
  qp qf ejdfdbjfg jdiwofdbc bifafdw 29 16 22 86
  rjbjci wdtco wgc tjdci 35 8 21 30
  rjbjci iwffco tjdci 33 9 21 61
  rjbjci iaojdq tjdci 33 9 21 61
  qp iwfo-qf 11 29 20 89
  dgwf ridtcodgwci 20 20 20 61
  rjbjci qgidfgtji qowai tjbfjff 31 9 20 11
  gcggidcc wfffd twf ichigj 28 11 20 11
  qp jd tj qi 10 29 20 86
  dgwf rjcdco dgww 20 18 19 89
  qp foiff qw 10 27 19 89
  rjbjci cfdofbc cwoiacfd tjdci 26 11 18 30
  icge fwigci wcf icdifij jcdjjffwfd & jcawfifd wcg ficgj jdtidcijf 30 7 18 32
  rjbjci biotjdf fe fjbgci & bctjbgci ffojipwcojf dfo fftojt-fe 31 5 18 30
  qp iifii fp 10 25 18 89
  qp gjec wi qi 9 25 17 86
  ft aoie c. & cggjc’i fjttgc ibgiig ie ibjcdbc ft fiwof aco fiacof 28 5 17 97
  rjbjci oiwg afgcwwcd wdt tjcgci fcgo 29 4 16 35
  ft gif bid fttw 15 18 16 36
  jddi wcoofj wcoofj igt tjdc 31 1 16 92
  jddi wcoofj wcoofj igt tjdc 31 1 16 92
  dgwf fcejbi bjww dgwci 15 15 15 35
  ft wgc iwaocfc tft 12 15 13 86
  qp ffjc wiwo qf gfaaw 5 21 13 86
  rjbjci gfofidw tjdci 16 8 12 61
  ft wgc iwaocfc tft.bif 10 12 11 86
  rjbjci dofdt tjdcq 12 9 11 61
  ft idc-bgjbj fa 7 9 8 29
  qp fa rrr.fwwi-afowi.qo 5 7 6 86
  qp gcw jw jd 3 5 4 86

Table 3: Bottom-ranked pairs of marks (shown in encoded form) by overall similarity score 

Conclusions

The analysis does not show any strong correlation between the overall similarity score and the other two measures of similarity considered in this article - namely, (a) the subjective case decisions from recent UK trademark disputes, and (b) the more deterministic TM-watch similarity measurement algorithm. However, a significant factor in this lack of correlation seems to be the apparent inconsistencies (i.e. non-determinism) in these other types of assessment, rather than reflecting significant shortcomings in the similarity score algorithm in itself. 

The similarity score does provide what appears (subjectively) to provide a meaningful measure of 'actual' similarity, meaning its application could lend it to uses in post-processing data drawn from a range of sources (such as trademark watching services) and potentially in helping to allow greater consistency and a more scalable, reproduceable, quantitative and objective basis for dispute resolution and case-law formulation.

There are, however, a number of enhancements still to be made to the algorithm. The current version takes no account of the meaning of terms (i.e. conceptual similarity) or of other factors such as the similarity of associated goods and services classes, or the level of distinctiveness of the marks (which is perhaps more relevant specifically to a determination of likelihood of confusion, rather than simply similarity).

Finally, it would certainly not be reasonable to suggest that this type of formulaic approach is preferable to a full manual assessment, taking into account the wide range of additional nuanced and subjective factors which are relevant in a dispute case. Rather, I am suggesting that these types of quantitative algorithm can be used as (consistent, reproduceable) 'tools' to be utilised as part of the overall similarity assessment frameworks relevant to the resolution of intellectual property disputes.

Part 2 - Subsequences and substrings

Introduction

Following on from the analysis presented in Part 1, it is useful to consider some additional characteristics of word marks which can further be used in a determination of similarity. In this follow-up, I again consider the dataset of recent UK trademark disputes (Case study 1 of Part 1), though now considering all 243 cases, rather than just the single-word marks[9].

In Part 1, I noted that some of the case decisions appeared to have been influenced, at least in part, by a subjective assessment of the elements of the marks which were deemed to be the 'distinctive' parts (e.g. 'Dose' in Dose & Co. vs Dose Labs).

In order to try and build a formulation to try and address this point, it is useful to consider characteristics of the subsequences and substrings (i.e. groups of characters) contained within the marks.

First steps towards formulating a methodology

One characteristic often considered in analyses of these types is the concept of the longest common subsequence (hereafter referred to as the 'LCSSQ') - as also referenced in my original study on mark similarity - between a pair of strings. This is defined as the longest set of characters which appears in the same order (though not necessarily in consecutive positions) in both strings (i.e. generally (through not necessarily) non-contiguous characters). This parameter is also the basis of the Ratcliff-Obershelp similarity metric[10,11], defined as twice the length of the LCSSQ divided by the sum of the lengths of the two strings (giving a value between 0 and 1) - essentially, the length of the LCSSQ expressed as a proportion of the average of the length of the two strings. 

Whilst the LCSSQ is a useful characteristic - particularly in cases of alternative spellings, such as Sole Sister vs Soulsistar, where it is equal to 'solsistr' - it can lead to some misleading results. Consider, for example, the case of Dreams vs Dream Big Make Dua Move Mountains; the LCSSQ in this case is (the apparent full word) 'dreams', although the 's' identified in the latter case is actually the character at the end of 'mountains'. Accordingly, it can be instructive also to consider the longest common substring (hereafter referred to as the 'LCSST'), in which the characters must appear in both strings in the same order and in consecutive positions (i.e. contiguous characters) (which, in the case of the above marks is 'dream'). 

Having identified the LCSSQ and LCSST, useful insights can be obtained by determining the 'remainders' of each string, i.e. the parts which remain after the (first instance of) the common sub-elements are removed. The analysis of the full set of pairs of disputed marks is shown in Appendix B. Arguably a better metric than (just) Ratcliff-Obershelp similarity is to also calculate an equivalent score, using the LCSSTs (rather than the LCSSQs), and then calculate the average of these two scores (to produce a metric which is here termed the 'modified Ratcliff-Obershelp similarity score'); the data in Appendix B is sorted by this score.

Invariably, the data produced by this purely mathematical approach may require some 'cleaning up' prior to any further analysis, as it will generate some apparent anomalies. For example, in Holiday People vs The Holiday People, the LCSSQ is 'holiday people', which actually generates a remainder for the second mark of 'te h' - since the extraction algorithm removes the LCSSQ's initial 'h' from the word 'the' (the first place it appears in the overall string) rather than the word 'holiday' - and so the remainder should instead probably be 'corrected' to 'the'. Similarly, for PT Powerpod vs Powerpod, the remainder for the first mark is extracted as 't p', rather than the 'pt' it arguably 'should' be. 

Taking the above caveat on board, the analysis does provide some useful insights. The most obvious (mathematically trivial) case is where the two marks are identical, in which case both the remainders are non-existent (blank / null / empty), and the modified Ratcliff-Obershelp similarity score is 1 (as for the top four examples in the Table in Appendix B). Cases where one remainder is blank imply that one mark is contained within the other. 

Beyond this, the LCSSQ / LCSST analysis does provide a framework making it possible to conveniently review the elements which the marks have in common. For example, in the Dose & Co. vs Dose Labs case, the remainders after extracting the LCSST are, respectively 'and co.' and 'labs'. When assessing overall similarity, it might be reasonable to disregard remainders which are extremely non-distinctive (such as 'and co.'); arguably, however, 'labs' might be deemed to be a more distinctive / descriptive term, which might mean that the overall assessed level of similarity should be lower than if the remainders for both marks were less distinctive terms. Other non-distinctive terms in the dataset include 'the', 'my', and so on. 

Attempting to quantify the degree of distinctiveness (or non-distinctiveness) of the terms in the mark remainders is a more difficult prospect. In the original study, the numbers of results returned by search engines were explored as a proxy for this parameter. However, in these types of analysis, this approach may not be very productive, as even more distinctive terms such as 'labs' would generate large numbers of results. Perhaps a better question is whether the remainder keywords overlap significantly with the goods and services of the other mark (e.g. if Dose & Co. offered laboratory services, the assessed degree of similarity (by virtue of the use of the term 'labs' in the other mark) should potentially be assessed as being much higher).

Similar comments might also apply to other pairs which differ only in a keyword relating to business area. Examples in the dataset include Stones vs Stone Brewing, Whitehorse Liquidity Partners vs Whitehorse, PXG vs PXG Pharma, and Unity vs Unity Real Estate Ltd. It might be reasonable to expect that similarity should be assessed to be lower if the remainders (i.e. the differences between the marks) are both distinctive and relate to different business areas or brand descriptors - such as Catapult Vision vs Catapult Consulting or Spear & Jackson Predator vs Predator Gutter Vacuum

It is essential that consideration of goods and services - and the degree to which these are likely to be familiar to general consumers - should always be incorporated into any overall similarity assessment framework. For example, in Honda vs Honbike - objectively not highly similar as words - relevant points to consider might be the extent to which the Honda brand is known to be associated with motorbikes, and whether it is well-known enough that even an abbreviated variant ('Hon') would evoke a brand association in the mind of the average consumer.

In other cases, similarity between the word types in the remainders might imply an overall greater similarity between the marks - such as Lemon Perfect vs Peach Perfect, where the remainders after the removal of the LCSST are 'lemon' and 'peach' (both fruits), Glenfiddich vs Inverfiddich, where the remainders are 'Glen' and 'Inver' (both common terms in Scottish place-names), or Karmacoin vs Karmacash

Another consideration is that if the remainders are very short and/or meaningless (say, single letters), this might also imply a greater degree of similarity between the marks. However, this assertion may also be dependent on their positions of the distinct elements within the strings - for example, 'Consiglieri' and 'Consigliera' might be deemed to be more similar to each other than are 'Lotus' and 'Motus' (both cases differing by a single character) - particularly when factors such as local-language significance (e.g. just a potential difference in gender) are taken into account. 

Conclusions

The discussion presented in this article has stopped a long way short of attempting to define a full framework for mark comparison using analysis of LCSSQs and LCSSTs. Nevertheless, an analysis of pairs of marks (as presented in Appendix B) does provide a useful framework for conveniently reviewing the elements that pairs of marks have in common, and those which are distinct from each other - which is key to an overall assessment of similarity. In this analysis, it is useful to consider both LCSSQs and LCSSTs together, as marks which are distinct in differing ways may be more suitable for analysis using one characteristic than the other.

The modified Ratcliff-Obershelp similarity score - which quantifies the size of the common sub-elements as a proportion of the length of the original strings - is also a useful metric in its own right, which could easily be incorporated into an enhanced version of the similarity score presented in the previous studies.

Building on these ideas, it should be possible to build the beginnings of a frameworks of mark similarity comparison utilising sub-element analysis, to augment the ideas presented previously. Such a framework would likely need to incorporate a number of key ideas, such as analysis of the 'remainders' for each of the marks (i.e. the portions which are left when the common elements are removed) and how descriptive they are, how closely they overlap with the goods and services of the other mark, how thematically similar they are to each other, and the positions within the original marks at which they appear.

Part 3 - Phonemizing

Introduction

The initial study on mark similarity measurement utilised two distinct models to generate the phonetic representation of word marks[12], from which the degree of (aural) similarity in the pronunciation of pairs of marks could be quantified (by measuring the similarity of the phonetic representations using the Python-based fuzz.ratio algorithm[13]). The two models were Soundex, which represents each mark as a four-character string, and NYSIIS (New York State Identification and Intelligence System). However, both of these encodings have certain shortcomings, not least the fact that they poorly handle (or disregard entirely) the vowel sounds within the strings and - in the case of Soundex - do not encode anything beyond the fourth consonant.

In this article, I consider the application of a (Python-based) model (named 'Phonemizer') for encoding the marks in International Phonetic Alphabet[14] (IPA) format, which better handles the full string in each case and - unlike some other text-to-IPA encoders - can handle arbitrary strings, rather than just dictionary terms. 

Methodology

The IPA is a means of representing strings phonetically using (mainly) Latin or Greek script[15], but also utilising other special characters, such as a colon-like character denoting that the preceding sound is long and, in some versions, high or low vertical lines denoting the primary and secondary stressed syllables[16]

The Phonemizer package is a Python-based tool for converting text strings to IPA format using a back-end text-to-speech software application named espeak-ng[17,18,19,20,21].

In this article, I again consider the same pairs of marks, taken from previous dispute cases, as utilised in the initial study. The marks are converted to their IPA representations using the Phonemizer package, and the phonetic representations again compared using the fuzz.ratio algorithm.

Analysis

Table 4 shows the IPA representations of each of the marks, as given by Phonemizer, and the corresponding (phonetic) similarity scores for the pairs of marks (compared with the scores obtained using the Soundex and NYSIIS representations, from the initial study). 

Mark 1
                      
Mark 2
                      
Mark 1
(IPA)
                      
Mark 2
(IPA)
                      
Sim. score:
IPA
                  
Sim. score:
Soundex

                  
Sim. score:
NYSIIS

                  
  kresco   cresco   kɹɛskoʊ   kɹɛskoʊ 100 75 100
  casoria   castoria   kæsoːɹiə   kæstoːɹiə 95 75 91
  seiko   seycos   seɪkoʊ   seɪkoʊz 93 100 67
  starbucks   charbucks   stɑːɹbʌks   tʃɑːɹbʌks 90 50 77
  mahendra   mahindra   mæhɛndɹə   mæhɪndɹə 89 100 100
  bacchus   cacchus   bækəs   kækəs 83 75 67
  trucool   turcool   tɹuːkuːl   tɜːkuːl 82 100 83
  lucozade   glucos-aid   luːkəzeɪd   ɡluːkoʊzeɪd 82 50 93
  louis vuitton   chewy vuiton   luːi vjuːɪʔn̩   tʃuːi vjuːɪtən 76 50 71
  mdh   mhs   ɛmdiːeɪtʃ   ɛmeɪtʃɛs 74 75 80
  intelect   entelec   ɪntɛlᵻkt   ɛntɛlɛk 71 75 80
  starbucks   sardarbuksh   stɑːɹbʌks   sɑːɹdɑːɹbʌkʃ 70 75 71
  cana   canya   kɑːnə   kænjə 67 100 100
  simoniz   permanize   sɪmənɪz   pɜːmənaɪz 67 50 62
  zirco   cozirc   zɜːkoʊ   kɑːzɜːk 67 50 60
  bisleri   bilseri   baɪslɜːɹi   bɪlsɚɹi 67 75 83
  magnavox   multivox   mæɡnɐvɑːks   mʌltivɑːks 64 50 75
  nike   nuke   naɪk   nuːk 60 100 100
  lakme   likeme   lækmi   laɪkiːm 57 100 89
  puma   coma   puːmə   koʊmə 50 75 67
  hpnotiq   hopnotic   eɪtʃpiːnoʊɾɪk   həpnɑːɾɪk 50 100 80
  mcdonalds   mcsweet   məkdɑːnəldz   məkswiːt 48 75 43
  louboutin   lubov   laʊbaʊtɪn   luːbɑːv 33 50 67

Table 4: IPA representations (from Phonemizer) and similarity scores (using the fuzz.ratio algorithm) for the pairs of marks, compared with the scores using the Soundex and NYSIIS representations

Overall (subjectively!), the IPA-based similarity score seems to perform well in ranking the pairs of marks by aural similarity, and provides a more satisfactory analysis than either of the two other phonetic models explored previously (which is perhaps unsurprising, in view of the shortcomings discussed above). 

There are also a number of other specific observations of note:

  • The algorithm correctly (in my opinion!) rates the 'kresco' and 'cresco' marks as phonetically identical, and with the same IPA representation.
  • The IPA representation provides a convenient way of comparing the degree of similarity (according to Phonemize) between sub-elements of the strings when the primary difference is disregarded; for example, with Lucozade vs Glucos-Aid, if the initial 'ɡ' is removed from the IPA representation of the latter, the remaining strings are luːkəzeɪd and luːkoʊzeɪd, i.e. differing only in the middle vowel sound.
  • In portions of the words which the algorithm deems 'unreadable', the phonetic representation conveys a series of letter names. For example, 'mdh' is expressed as 'em-dee-aitch', and 'hpnotiq' as 'aitch-pee-notic'. Whilst this may be the desired behaviour in some cases, it may not always be appropriate. 
  • This particular implementation of IPA is built around American, rather than English, pronunciation - for example, syllables such as 'vox' and 'not' are encoded using a long 'ah' sound (ɑː), and 'nuke' is represented as 'nooke' rather than 'nyooke'. Again, this may not always be appropriate for marks targeting an English audience (although perhaps less of an issue if comparing like-with-like).

One option for handling the above issues wherever they arise is to manually modify the strings, to ensure that they are encoded 'correctly' (or simply to modify the IPA representation before calculating the similarity score) - though of course this removes the objectivity of the approach. Nevertheless, there may be cases where this is unavoidable, if it is relatively indisputable that the algorithm has got the encoding 'wrong' (based on the - admittedly subjective - intended pronunciation). Examples in the dataset include:

  • 'hpnotic' – encoded as 'aitch-pee-notic', where it would be preferable to modify the mark or directly edit the IPA representation to ensure that it is represented as həpnɑːɾɪk (in which case the similarity score will be 100)
  • 'likeme' - this has been encoded as it would be pronounced if intended to be a single readable word (laɪkiːm - 'lyekeem'), whereas it is presumably intended to be read as 'like me'. This can be addressed by re-writing the mark as 'like-me', in which case it is encoded as laɪkmiː, giving an increased similarity score (compared with 'lakme') of 71.

Conclusion

Converting marks to their full IPA representations, as a means of comparing aural (pronunciation) similarity, appears to provide improved performance than using the Soundex or NYSIIS algorithms described previously, and would probably be preferable for inclusion in an improved metric for quantifying the overall similarity of marks.

The Phonemizer package offers a convenient method for generating the required phonetic encoding, although there remain some potential issues to be addressed, such as the emphasis on American pronunciation, which may not be appropriate in all cases, and the handling of lower-readability strings, or those marks which (subjectively) appear intended to be read in particular ways. These issues can be addressed by employing manual edits, but this runs the risk of breaching the wholly objective nature of the approach.

Appendix A: Assessments of word mark* similarity in recent UK trademark dispute cases

*Neglecting certain variants which differ only in the case of the characters

s = similar
d = different
? = inconsistent - i.e. different decisions reached at different times

Ref #
        
Mark 1
                                                
Mark 2
                                                
Aural (pronun.)
            
Visual (spelling)
            
Conceptl. (m’ning)
            
Overall
                 
1 GIZEBRA DEBRA THE GIZEBRA s
2 SUNTECH SunTank s s d d
3 IBACCY Biccy Baccy d d d d
4 JOLLY JOLLY PECKISH s s s s
5 DREAM COACH / DREAM BIGGER /
DREAMS
Dream Rite s s s s
6 DOSE & CO. DOSE LABS s s s s
7 AMAZON AMAZON FOOD TRADER LTD s s s s
8 SKULLCANDY / SKULL-IQ SKULL GAMING s s d d
9 PRINKER Prink s s s
10 3MONKEYS 3 Monkeys Communications s s s s
11 BOSS Bossvel s s d s
12 CAZOO CARKOO d s d
13 LOTUS Motus Group UK (and variants) d d d
14 CARTILS CARTEL DESIGN s s d d
15 PRINZ Prinse s s
16 SHERCO CHARCO s s s
17 WATERFORD / WATERFORD TEIREOIR LADY LOUISA WATERFORD d d
18 LIVE LIFE'S d d
19 FLOWERS FLOWER CAFE / FLOWER DRINKS s s ? ?
20 STR8 GO FOR GREAT / STR8 ST8 s d d d
21 myGeneCare / myGeneWisdom / myGeneDiary /
myGenePredict / myGeneHelp
MYGENES s s s s
22 NRJ / ENERGY NRj NRG d d d d
23 OYSTER Oyster and Pop s s s s
24 SKY Sky Force s s s s
25 THE GOOD SCHOOLS GUIDE The Good School s s s s
26 NOUGHTY NAUGHTEA s s s s
27 GLOW UP / Glow Up: Britain's Next
Make-Up Star
glow up: britain's next make-up star s s s s
28 DEMIEGOD DEMIGODS s s s s
29 Retaron Retlron s s s
30 THIS GIRL CAN This Girl Came s s d d
31 GODDESS GODLESS s s d s
32 PARIS-MATCH PARIMATCH / PARiMATCH TECH /
PARI MATCH
s s s s
33 ANYTIME FITNESS / ANYTIME HEALTH ANYTIME PRO s s s s
34 PIKDARE PI-KARE s s s
35 Kramer CRAMER s s s
36 FIDO FIIO s s s
37 EVOLUTIQ ESSENTIAL EVOLUTION d d d d
38 TRECA TREA s s s
39 EASYJET / EASYGYM / EASYHOTEL /
EASYBUS / EASYCAR / easyProperty /
EASYCOFFEE
Easycosmetic d d d d
40 X12 / X14 / X16 / X15 / X13 vivo X15 / vivo X12 / vivo X14 /
vivo X16 / vivo X13
s s d d
41 Victoria / victoria Dear World Victoro s s s s
42 VIZRT Vizst TECHNOLOGY / Vizst s s s s
43 ASOS ASAS s s s
44 MAKEUP WARDROBE MAKEUP WARDROBING s s s s
45 LUSH Lush Lights s s s s
46 SIX DAYS DAY6 s s s s
47 GENEVERSE GENV3RSE s s s
48 DIAMOND MIST VAPES BARS DIAMOND / DIAMOND BAR 600 /
MAX DIAMOND / DIAMOND MAX /
DIAMOND PRO
d d d d
49 EATALIANO EATalia / EAT-alia s s s s
50 VFH VFHOnline s s d s
51 MBFW MVFW s s s
52 TYGRYS TIGRIS s s s
53 Meta Technology / META META / Meta META PORTAL / META PLATFORMS /
META / META QUEST /
META HORIZON / META VIEW
s s s s
54 Burgerme BURGERLY s s d d
55 SiR / SIR SIRO s s d d
56 OYSTER PERPETUAL / PERPETUAL PERPÉTUEL / PERPETUEL s s s s
57 Spear & Jackson Predator Predator Gutter Vacuum s s s s
58 ULMA LUMA s s s
59 AZURE Azurity s s s s
60 1LINK LINK s s s s
61 CATAPULT VISION / CATAPULT ONE Catapult Consulting s s s s
62 6X / 7X / 9X / 8X / 5X vivo X6 / vivo X5 / vivo X7 /
vivo X9 / vivo X8
d d d
63 ASPREY / Asprey LONDON DAVE ASPREY s s d d
64 ENERGEO ENERJO s s s s
65 MUTANT MEGA MUTANT s s s s
66 PHILIPS PhilzOps d s d
67 Last Shelter:Survival Doomsday: Last Survivors d d s d
68 ACTIVIST Activist Ingredients /
Davines Activist Ingredients
? ? ? ?
69 FiTTiPALDi / FITTIPALDI EMERSON FITTIPALDI / eFittipaldi /
FITTIPALDI AUTOMOBILI
s s s s
70 SWIFT MicroSwift s s s s
71 ArmaLight / ArmaGel ARMATHERM s s d s
72 FlexoLid kp FlexiLid s s s
73 VERY VERYCO s s s s
74 ZARA ZARZAR s d d
75 VAULT IP / VAULT INTELLECTUAL PROPERTY BRANDVAULT d d d d
76 Alpha Boxing ALPHA FORCE s s s s
77 LEMON PERFECT PEACH PERFECT s s s s
78 life ChopLife / Chop Life s s s s
79 RYZEN / AMD RYZEN RYZEUP / RyzeUp s s d s
80 IPING 2.0 / PING pingNpay d s s s
81 NUTRAVITA Nootrovita s s s s
82 PUSHER Pushers Only s s s s
83 Zemo ZOOMO s d d d
84 WEAR THE CHANGE WEAR THE FUTURE s s s s
85 IntelliCare Intelecare s s s s
86 PT Powerpod / PT Powerpods POWERPOD s s s
87 AGRHO S-ROX / AGRHO agro S s s s
88 SIZZLING FORTUNES /
SIZZLING COIN /
SIZZLING HOT
SIZZLING BELLS / SIZZLING MOON /
SIZZLING REELS / SIZZLING KINGDOM
s s s s
89 FOLTENE FOLTEX s s s
90 du Feu DU FEU DESIGN s s s
91 VIDAS VIDYA s s s
92 VOLVO VOLTA TRUCKS / VOLTA ZERO /
VOLTA / VTRUCKS / V TRUCKS /
V-TRUCKS
d ? d d
93 CROC odor WC / CROC odor / Croc'Odor /
Croc Odor the kitchen expert
cocod'or s s d d
94 RABE RASE s s s
95 CINTRA CITRA s s d d
96 MATTERS M4TTER s s d s
97 MFLOR HFLOR / H FLOR s s d d
98 MBET M-Bets s s s s
99 next NXTWEAR S s s s s
100 STONES STONE BREWING s s s s
101 CHEF CHEFCHY s s s s
102 Bones Bones Of Barbados s s d d
103 Satisfyer SIMPLY SATISFY d d s d
104 FRANSA FANZA s s s s
105 GAP GAL London s d d d
106 CARBON MyCarbon s s s s
107 COMPAL COPALLI / COPAL TREE ? ? d ?
108 DENNIS / DENNIS AND GNASHER Dennis G s s s s
109 SAVANT SAVANT POWER s s s s
110 HYPRR HYPERNFT s s s s
111 POCKIT MyPocket s s s s
112 SHEPHERD WOLF & SHEPHERD s s s s
113 HONWAVE / HONDA / Honda e Honbike s s d s
114 skin² / NITRILE SKIN² SKINS s s s s
115 Hanson HANSOL s s s
116 CULT BEAUTY / CULT CONCIERGE PERFUME CULT s s s s
117 BOSS / HUGO BOSS / BOSS HUGO BOSSEUR s d d
118 Kelio KLEEO s s s
119 e-BULLI BULLIT s s s
120 realme REALMZ s s d d
121 MUSTANG MUSTANG / FORD MUSTANG /
MUSTANG MACH-E
s s s
122 EUREKA! EUREKA EDUCATION s s s s
123 Rebelle Copenhagen reBELLE BEAUTY s s s s
124 PI DATABOOK / PI PIANYWHERE d d s d
125 CONSIGLIERI CONSIGLIERA s s s
126 Saypha SHAYPE d s d d
127 FOLIUM SCIENCE FOLIUM s s d s
128 MD IntiMD s s s s
129 Higicol – AMMA / amma / AMMA COLORS Amma Wellness s s s
130 LIP INJECTION LIPJECTION GLOSS s s s
131 RESOLVA CONSOLVA s s s
132 CHOOEY CHOOEE s s
133 Bloo bluuwash s s s s
134 COVERSYL COVIXYL-V d s d
135 CLEAN V / CLEAN W / CLEANCO /
CLEAN G / CLEAN R / CLEAN T
Drink Clean. d d s d
136 ZARA ZAREUS d s d d
137 PXG Pharma PXG s s s s
138 Click-EAT / CLICK EAT SUBWAY CLICK & EAT s d s s
139 REPEVAX EPVAX s s s
140 CURVE CRV d d d d
141 GEORGE GEORGINE s s s s
142 One4All Favourites / One4all OneFor / ONE FOR s s s
143 PYRA PRYA s s s
144 HALLOUMI GRILLOUMAKI / GRILLOUMI s s d d
145 CANE AND GRAIN CANE & GRAIN INTERNATIONAL s s s
146 BAD BOY BBCC / BAD BOY CHILLER CREW s s s s
147 XACTIMATE / XACTANALYSIS /
XACTWARE
BUILDXACT d d d d
148 SALIO SALIOGEN s s d s
149 HotPatch Patch s s s s
150 JUST Just The Ticket s s d d
151 THINKSMART / THINKPAD /
THINKBOOK / THINKSHIELD
XHINKCAR d d d d
152 AESCULAP AESKUCARE / AESKUCARE Allergy /
AESKUCARE Food Intolerance
d d d
153 RESOLUTION RESOLUTE s s s s
154 PUMA Huma / Huma London d d
155 YOGA Yoga Man d d
156 LIVE VIVE d s s d
157 PLANET BOTTLE One Planet s s d d
158 MySugardaddy Sugar Daddy / Sugardaddy s s s s
159 PATTER Yatter d d
160 HOLIDAY PEOPLE The Holiday People s s s s
161 PRADA Invites / RE-PRADA /
PRADA TIMECAPSULE SERIAL N
PADRA s s s
162 THE IVY LEAGUE The New Ivy League s s s s
163 UNITY TRUST BANK / UNITY UNITY REAL ESTATE LTD s s s s
164 DREAMS / DREAM BIGGER Dreams /
DREAM BIGGER / DREAM COACH
Dream Big Make Dua Move Mountains s s s s
165 MOON PRINCESS Time Princess d d
166 FASHIONGO FASHIONEGO s s s s
167 THE SECRET GARDEN PARTY The Secret Garden Glamping /
The Secret Garden
s
168 ELLESSE ELLISS s d d d
169 SOLE TRADER / SOLE / SOLE SOLE /
SOLE SISTER
SoulSistar s s s s
170 SWOOP / FLY SWOOP SWOOP TAXIS / swooptaxis s s s s
171 WASHTOWER Washing Tower / Washer Tower s s s s
172 POTETTE PLUS Pote Plus s s s s
173 IDÉE idee-home s s d s
174 JOY BODY IN JOY s s s s
175 ROLEX DERMAROLLEX d d d d
176 BARRIER Barrier Coat ? ? ? ?
177 FLEX FLEXX BY BBOXX s s s s
178 LOVELLO LOVELLE s s s
179 easyLand / EASYNETWORKS /
EASYHUB
EasyMap s d d d
180 VARSITY / VARSITY SPIRIT FASHIONS VARSITY HEADWEAR s s s
181 WAKEN Wakeful s s s s
182 AK DAMM BLACK ADAM d d d d
183 YALU [HYALU] BIOTIC d
184 Z-BIOME BIOME s s s
185 Sleep Doctor / Sleep Dr Dr.sleep s s s s
186 sane CBDSANE s s s s
187 Closet. LONDON / CLOSET THE LUXURY CLOSET s s s s
188 Lucky Strike LUCKY BAR s s s s
189 ACTIVON MANUKA / ACTIVON ARTIVION s s d s
190 YORXS Yorks s s
191 AGROS agro S s s s s
192 IVALUA /
IVALUA VALUE BEYOND SAVINGS /
IVALUA BUYER
iValue Solutions s s s s
193 Maplab maplab.world s s s s
194 EVERY BODY Everybodies s s s s
195 MATCH.COM / match / MG MatchGroup MatchMate s s s s
196 NOUGHTY NOUTI s d d
197 Red Bull ELFBULL s s s s
198 SMART SMARTCARE / SMART CARE / SMARTBUSINESS /
SMART BUSINESS / SMARTCLASS / SMART CLASS /
SMARTSPACE
s s s s
199 SNAP Snap Nurse / SnapNurse s s s s
200 IV BOOST IV PATCH s s s s
201 UNITY INVIVO X UNITY s s s s
202 Eye of Horus EYE OF ATUM s s d d
203 THUNDER PRODUCTIONS SUN AND THUNDER d d d d
204 VISTAINTRA / VISTAVOX / VISTAPANO VISTO s s d d
205 X WAY / XWAY Exway s s s
206 XCODE / CORE ANIMATION /
CORE HAPTICS
XCORE s s d s
207 PETROL PETROL REVOLT s s s s
208 SCAFFEZE SCAFFX s s s
209 BUBBLE / BUBL BUBBLE ROCKET s s s s
210 THE LEONARDO COLLECTION LEONARDO s s s s
211 LUCITE Luci s s d d
212 Sense / Essence SENSE s s d d
213 TESTEX TEST-X s d s
214 Lister's Brewery / Lister's Listers s s
215 Nisha Misha Cosmetics s s d s
216 AIRBNB AIRBRICK s s s
217 MOAT Moat Systems / MOATSYSTEMS s s s s
218 ME YOU YOU ME s s s
219 KARMACOIN KARMACASH / KARMAGIVES /
KARMAPAY / KARMASHOPPING
s s s s
220 GOBOX G-Box s s s s
221 ATMA AtmaSPA s s s s
222 BOSS Kissboss s s s s
223 CHAINLINK / CHAINLINK LABS LINK s s d d
224 JESSICA LONDON JESSICA JOY LONDON s s s s
225 SNUGGLEDOWN Snugglemore s s s s
226 AXIS TRAXIS d d d d
227 Gadget Centre Gadget Centre UK Ltd s s s s
228 WHITEHORSE LIQUIDITY PARTNERS WHITEHORSE / H.I.G. WHITEHORSE s s s s
229 BILLIONAIRE ZILLIONAIRE s s s s
230 GOLFHER The Golphers s s s s
231 PRED PRD TECHNOLOGY d d d
232 GHOST GHOSTDANCER CBD s d s d
233 NATURLI' NATUREAL s s s s
234 GLENFIDDICH Inverfiddich s s s s
235 CONFIGON CONFIGO s s s
236 PURPLE COMPUTING / PURPLE PURPLECUBE d d d d
237 CREATEME Create. s s s s
238 sky / SKY X YSKY d d s s
239 RING Home Ring s s s s
240 CHLOE / Chloé chloédigital s s s s
241 YOU BEAUTY DISCOVERY / YOU BEAUTY / YOU YOU·OLOGY d d d d
242 SIO / SIO BEAUTY RIO COSMETICS d d d d
243 DCSL DCS s s s

Appendix B: LCSSQs and LCSSTs, and 'remainders', for the 243 pairs of marks

Mark 1
                      
Mark 2
                      
LCSSQ
                      
Rem. 1
                      
Rem. 2
                      
LCSST
                      
Rem. 1
                      
Rem. 2
                      
Mod. Rat.-Ob. similarity
                      
glow up: britain's next make-up star glow up: britain's next make-up star glow up: britain's next make-up star glow up: britain's next make-up star 1.000
meta meta meta meta 1.000
mustang mustang mustang mustang 1.000
sense sense sense sense 1.000
fittipaldi efittipaldi fittipaldi e fittipaldi e 0.957
configon configo configo n configo n 0.941
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glenfiddich inverfiddich efiddich gln invr fiddich glen inver 0.680
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petrol petrol revolt petrol revolt petrol revolt 0.667
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wear the change wear the future wear the e chang futur wear the change future 0.656
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noughty naughtea nught oy aea ught noy naea 0.647
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saypha shaype sayp ha he ayp sha she 0.643
noughty nouti nout ghy i nou ghty ti 0.643
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varsity varsity headwear varsity headwear varsity headwear 0.640
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cazoo carkoo caoo z rk ca zoo rkoo 0.615
gizebra debra the gizebra gizebra debra the gizebra debra the 0.615
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hyprr hypernft hypr r enft hyp rr ernft 0.600
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jolly jolly peckish jolly peckish jolly peckish 0.600
activist activist ingredients activist ingredients activist ingredients 0.600
vault ip brandvault vault ip brand vault ip brand 0.600
rebelle copenhagen rebelle beauty rebelle ea copnhgen buty rebelle copenhagen beauty 0.588
lush lush lights lush lights lush lights 0.588
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tygrys tigris tgrs yy ii gr tyys tiis 0.571
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vfh vfhonline vfh online vfh online 0.571
sky sky force sky force sky force 0.571
six days day6 day six s 6 day six s 6 0.571
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honda honbike hon da bike hon da bike 0.571
clean v drink clean. clean v drink . clean v drink . 0.571
unity invivo x unity unity invivo x unity invivo x 0.571
me you you me you me me you me me 0.571
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dose and co. dose labs dose a nd co. lbs dose and co. labs 0.565
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planet bottle one planet planet bottle one planet bottle one 0.560
closet the luxury closet closet the luxury closet the luxury 0.560
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bad boy bad boy chiller crew bad boy chiller crew bad boy chiller crew 0.552
armalight armatherm armah ligt term arma light therm 0.550
click eat subway click and eat click eat subway and click eat subway and eat 0.548
cartils cartel design cartls i e deign cart ils el design 0.545
the leonardo collection leonardo leonardo the collection leonardo the collection 0.545
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whitehorse liquidity partners whitehorse whitehorse liquidity partners whitehorse liquidity partners 0.537
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pxg pharma pxg pxg pharma pxg pharma 0.533
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coversyl covixyl-v covyl ers ix-v cov ersyl ixyl-v 0.526
aesculap aeskucare aesca ulp kure aes culap kucare 0.526
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golfher the golphers golher f the ps her golf the golps 0.524
kelio kleeo keo li le k elio leeo 0.500
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bones bones of barbados bones of barbados bones of barbados 0.500
xactimate buildxact xact imate build xact imate build 0.500
joy body in joy joy body in joy body in 0.500
flex flexx by bboxx flex x by bboxx flex x by bboxx 0.500
yalu [hyalu] biotic yalu [h] biotic yalu [h] biotic 0.500
ivalua ivalue solutions ivalu a e solutions ivalu a e solutions 0.500
just just the ticket just the ticket just the ticket 0.476
next nxtwear s nxt e wear s xt ne nwear s 0.467
amazon amazon food trader ltd amazon food trader ltd amazon food trader ltd 0.467
nisha misha cosmetics isha n m cosmetics isha n m cosmetics 0.455
thunder productions sun and thunder thunder productions sun and thunder productions sun and 0.444
bloo bluuwash bl oo uuwash bl oo uuwash 0.429
pi pianywhere pi anywhere pi anywhere 0.429
unity unity real estate ltd unity real estate ltd unity real estate ltd 0.429
last shelter:survival doomsday: last survivors last surviv helter:sal doomsday: ors last s helter:survival doomsday: urvivors 0.404
gap gal london ga p l london ga p l london 0.400
cult beauty perfume cult cult beauty perfume cult beauty perfume 0.400
spear and jackson predator predator gutter vacuum pear ac sandjkson predator rdtoguttervuum predator spear and jackson gutter vacuum 0.360
pred prd technology pre d d tchnology pr ed d technology 0.350
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dreams dream big make dua move mountains dreams big make dua move mountain dream s big make dua move mountains 0.317
6x vivo x6 6 x vivo x 6 x vivo x 0.182

References

[1] https://circleid.com/posts/towards-a-quantitative-approach-for-objectively-measuring-the-similarity-of-marks

[2] The Python-based fuzz.ratio metric (Flev), and Jaro-Winkler similarity (simj)

[3] The fuzz.ratio metric applied to the Soundex (Fsou) and NYSIIS (FNYSIIS) phonetic representations of the pair of marks

[4] The overall visual similarity (Svis) can simply be quantified as Svis = (Flev + simj) / 2; the overall aural similarity (Saur) as Saur = (Fsou + FNYSIIS) / 2; and the overall (total) similarity (S) as S = (Svis + Saur) / 2 (or, equivalently, as the mean of the four individual components)

[5] Taken from the Darts-ip tool (https://app.darts-ip.com/darts-web/login.jsf)

[6] Noting that, in the calculation, any accented characters have been replaced with their non-accented equivalents

[7] Trademark watch service provider, pers. comm., 09-Aug-2024

[8] In these tables, all marks are shown in an encoded form, to obfuscate the names of the actual marks being watched, so as to maintain confidentiality. The encoding is caried out by replacing every instance of each letter with the same alternative letter. This thereby generates pseudo-random strings, but in which a visual assessment of similarity across the individual pairs can still be carried out.

[9] In creating a 'clean' dataset, the following modifications to the 'raw' data have been made:

  • In cases where multiple distinct marks have been cited in a case, just one has been considered. The selected mark is generally the 'simplest' of the set and/or the one (subjectively) most similar to the other disputed mark or, all other factors being equal, the first mark in the list
  • All marks have been converted to lower-case characters (i.e. case is disregarded)
  • All accented characters have been replaced by their non-accented equivalents
  • All ampersands (&) appearing as space-separated words have been replaced by the word 'and'

[10] https://www.drdobbs.com/database/pattern-matching-the-gestalt-approach/184407970?pgno=5

[11] https://xlinux.nist.gov/dads/HTML/ratcliffObershelp.html

[12] In addition to other models for quantifying the spelling-based (visual) similarity

[13] https://pypi.org/project/fuzzywuzzy/

[14] https://www.internationalphoneticassociation.org/content/ipa-chart

[15] https://en.wikipedia.org/wiki/International_Phonetic_Alphabet_chart; ; a pronunciation guide can be found at: https://www.vocabulary.com/resources/ipa-pronunciation/

[16] https://en.wikipedia.org/wiki/Stress_(linguistics)

[17] M. Bernard and H. Titeux (2021). 'Phonemizer: Text to Phones Transcription for Multiple Languages in Python', J. Open Source Software, 6(68), p.3958.

[18] https://pypi.org/project/phonemizer/

[19] https://github.com/bootphon/phonemizer

[20] https://bootphon.github.io/phonemizer/install.html

[21] https://github.com/espeak-ng/espeak-ng#espeak-ng-text-to-speech

This article was first published as a white paper on 9 October 2024 at:

https://circleid.com/pdf/similarity_measurement_of_marks_part_3.pdf

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