Bibliography

As part of the MOVING project, AREPO, in collaboration with Euromontana and Highclere Consulting (HCC), conducted an analysis on the implementation of the EU OQT “mountain product”. The analysis aimed to update existing data, assess its impact on farmers’ incomes and local economies, evaluate consumer perception, and explore its relationship with other quality schemes. This analysis builds on Euromontana’s previous studies on OQT implementation, focusing on legislative status and farmer uptake. Through double surveys directed at regional administrations and producers using the OQT “mountain product”, this report presents key findings to inform evidence-based recommendations for strengthening the scheme.

This deliverable gather the 5 Policy Briefs elaborated for each of the 5 Clusters of VCs established in WP5:
• Cluster S: Social and Demographic aspects
• Cluster V: Value and Quality products
• Cluster I: Innovation and Infrastructures
• Cluster N: Nature and Ecosystem Services
• Cluster G: Governance, Cooperation and Territoriality
Every documents stand as an individual one.

This deliverable assembles the outcomes of a critical benchmarking process involving the cross-regional analysis of five clusters of mountain value chains. The analysis focused on assessing the contributions of these value chains to the sustainability and resilience of European mountain areas. The examination also delved into the trade-offs between the provision of public and private goods by value chains. This work is part of the WP5-Cross-case Comparison and Benchmarking of the MOVING project.

The objective of WP5 was to critically benchmark cross-regional clusters of value chains, focusing on vulnerability, sustainability and resilience criteria and analysing the trade-offs between the provision of public and private goods in mountain areas.
To achieve this objective, the 23 value chains were classified into five clusters addressing key challenges faced by mountain areas: Social and Demographic aspects (Cluster S), Value and Quality Products (Cluster V), Innovation and Infrastructures (Cluster I), Nature and Ecosystem Services (Cluster N), and Governance, Cooperation, and Territoriality (Cluster G). Each cluster grouped five to seven value chains.

Within each cluster, a comparative participatory analysis was conducted, evaluating the contribution of value chains to the sustainability and resilience of mountain areas. This analysis focused on identifying how the value chains within each cluster impacted seven objectives, previously defined as crucial to enhance both aspects: Human Capital, Cooperation, Sustainable Use of Local Assets, Inclusiveness, Adaptive Capacity, Ecological Resilience, and Attractiveness and Wellbeing. Additionally, each cluster identified trade-offs, challenges and solutions, and the provision of public goods by value chains.

In addition to this document, each cluster has elaborated a Policy Brief (D5.2).

The circular economy (CE) has shown promise for achieving several of the UN’s Sustainable Development Goals, replacing the linear system and reducing negative impacts on the environment. This research aims to assess the effective adoption of CE principles in three cheeses with geographical indication (GI) through an analysis of the practices identified in their respective value chains. Qualitative interviews show the persistence of historical practices that preserve the heritage behind the product, maintain autonomy in relation to external inputs and save energy or make intelligent use of by-products. Radical adoption of CE principles requires innovation to reduce the use of new inputs and greenhouse gas emissions. GI food products are generally not constrained by standards beyond those set by law, but their specifications can be modified, while respecting practices consistent with the link to the terroir. However, the remoteness of small businesses in deep rural areas, far from research centers, is slowing down the transfer of knowledge and the adoption of the latest technologies, particularly in mountainous areas. More participatory research and innovative initiatives are needed to ensure the transition to a circular economy for traditional mountain products, which are strongly linked to local culinary traditions and cultural identity.

The aim of geographical indications is to ensure better remuneration of the farmers committed to the corresponding specifications, through market differentiation resulting from better consumer information. For several years, it has been envisaged to mobilize them for the agro-ecological transition. However, their performance remains little studied. This note analyzes the performances of dairy farms under geographical indications on three axes: economic, environmental and animal welfare.

This paper combines knowledge obtained by several groups in a broad EU study and the reflections on policy-related results by EU-stakeholders, streamlined by a Delphi analysis. Current work presents research-based policy recommendations and statements on various quality schemes, introductory inferred from expert opinions throughout Europe, gauged through a modified policy Delphi framework. A roadmap of policy and practical proposals have been identified for all key stakeholders involved in these initiatives, implying the need to reshape the supply chain dynamics to continuously improve producers, processors, retailers, and consumers within the EU and definitively worldwide. Furthermore, implementing a holistic approach considering environmental and socio-economic features can improve the effectiveness of EU food quality policies.

To identify whether EU certified food – here organic and geographical indications – is more sustainable than a conventional reference, we developed 25 indicators covering the three sustainability pillars. Original data was collected on 52 products at farm, processing and retail levels, allowing the estimation of circa 2000 indicator values. Most strikingly, we show that, in our sample, certified food outperforms its non-certified reference on most economic and social indicators. On major environmental indicators – carbon and water footprint – their performance is similar. Although certified food is 61% more expensive, the extra-performance per euro is similar to classical policy interventions to improve diet sustainability such as subsidies or taxes. Cumulatively, our findings legitimate the recent initiatives by standards to cover broader sustainability aspects.

This study is the largest empirical work on the functioning of EU agricultural GIs and it aims to provide more insight into the practical nature, functioning and foundations of the EU sui generis GI regime for the protection of agricultural products and foodstuffs.

In a decision on 20 January 2021, the EU General Court confirmed that there is no likelihood of confusion between the EU collective trademark ‘HALLOUMI’ and ‘BBQLOUMI’. In July 2014, M.J. Dairies EOOD (the Intervener) applied to register the following figurative sign as an EU trade mark (EUTM). In November 2014, the Foundation for the Protection of the Traditional Cheese of Cyprus named Halloumi (the Applicant), filed an opposition. This text aims to present the facts and the legal context, addressing the analysis of how the dispute was resolved in the field of the legal protection of intellectual property rights.

In its ground-breaking decision, the Court of Justice of the European Union has extended protection of a protected designation of origin or protected geographical indication to the reproduction of shape or appearance of the product itself. The Defendant, Société Fromagère du Livradois, had been producing Morbier cheese since 1979. Until 11 July 2007 they used the name ‘Morbier’ without AOC indication. After the expiry of the transition period, Defendant changed the name, but not the appearance of their cheese, from then on marketed as ‘Montboissié du Haut Livradois’. The Claimant brought proceedings against the Defendant before the Tribunal de Grande Instance de Paris (Regional Court, Paris), basically requesting an injunction prohibiting the Defendant from producing and marketing a cheese that would reproduce the visual appearance of ‘Morbier’, and in particular, any use of a black line separating two parts of the cheese. this text aims to present the facts and the legal context, addressing analysis of how the dispute was resolved in the field of the legal protection of intellectual property rights.

The Supreme Administrative Court Rhineland-Palatinate has allowed a winegrower to use the protected designation of origin (PDO) ‘Rheinhessen’ for wine grown on his vineyard located in the geographical area according to the product specification with no need to meet additional requirements prescribed by national legislation.
The PDO ‘Rheinhessen’ did not undergo a specific application, but was part of Germany’s list of quality wines forwarded to the European Commission according to Article 54 Council Regulation (EC) No 1493/1999. This means that ‘Rheinhessen’ was automatically granted protection. Germany, as the EU Member State of origin, was required to submit the technical file for the PDO, including, in particular, the product specification for the PDO. The product specification had to include at least the name to be protected, a description of the wine, the specific oenological procedures for producing wine (where applicable), the wine production guidelines, and the demarcation of the geographical area concerned. The single document for the PDO ‘Rheinhessen’ published in the database eAmbrosia containing the product specification defines the geographical area as the vineyard areas of 148 municipalities in Rhineland-Palatinate, which are expressly enumerated in alphabetical order (from Albig to Zotzenheim). This text aims to present the facts and the legal context, addressing an analysis of how the dispute was resolved in the field of legal protection of intellectual property rights.

On 17 September 2015, Interprofession du Gruyère (IDG), a Swiss registered association, and Syndicat Interprofessionnel du Gruyère (SIG), a French syndicate, filed an application for a standard character certification mark for GRUYÈRE, claiming first use as early as 1982. IDG is also the owner of the certification mark No 4398395 for LE GRUYÈRE SWITZERLAND AOC’ (design), registered in 2013. In its certification, the mark indicates that the cheese originates in the Gruyère region in Switzerland and lists the various cantons and districts of origin. The International Dairy Foods Association (IDFA), US Dairy Export Council (USDEC), Atalanta Corporation (‘Atalanta’), and Intercibus Inc (‘Intercibus’) (collectively ‘the Opposers’) filed notices of opposition alleging that IDG and SIG had failed to exercise legitimate control over the proposed certification mark. Hence, ‘GRUYÈRE’ would be incapable of functioning as a certification mark under Sections 4 and 45 of the Trademark Act, 15 USC section 1052(e)(1).
The Trademark Trial and Appeal Board (‘the Board’) concluded that US consumers of cheese understand the term ‘gruyère’ as a designation that primarily refers to a type of cheese that can come from anywhere, and not specifically from Switzerland or France.

In recent years, the European Union (EU) GI systems for agricultural products, foodstuffs, wines and spirit drinks have become increasingly popular: on 27 October 2020, the eAmbrosia database totalled no less than 3300 designations of origin or geographical indications registered under four different regulations and 197 pending applications.
The legal framework secures producers’ rights and their products’ value-added. It affords broad protection to PDOs/PGIs registered at EU level, not only against direct or indirect uses but also against evocations, with the aim of combatting misleading and deceptive practices and preventing traders from taking unfair advantage of the protected names’ reputation. This article examines the jurisprudence of the EU’s General Court and Court of Justice related to the protection of registered designations against evocation, and highlights the open issues that remain to be addressed to clarify the legal arsenal and tighten the protection scheme.

Recently the European Commission has launched two road maps affecting geographical indications (GIs) regulations from two different perspectives: one regarding a revision of agricultural products, wine and spirits regulations and another regarding intellectual property. In this second plan, special attention will be paid to upgrading the system for IP protection, by exploring ways to strengthen the protection system for GIs of agricultural products and considering the introduction of an EU protection system for non-agricultural GIs. This article aims to explore the principal challenges of reforming the GI legal regime, and the opportunity to establish core common principles for those rights by considering the unitary legal nature of GIs as an intellectual property right while analysing and preserving differences within each sector. The article shows the value of analysing GIs as an intellectual property right in a coordinated way, as an essential element of the EU Action Plan addressed to upgrade the EU IP system to facilitate the digital and green transition. The study analyses EU GIs case law, in comparison with other jurisdictions such as Spain.

The European Union Geographical Indications (GI) framework has granted, from the outset, a broad scope of protection to producers of GI-protected products. This already broad scope of protection has been expanded further by the case law of the Court of Justice of the European Union (CJEU), particularly in evocation cases, where its case-specific approach has resulted in a gradual expansion of the protection of registered names against evocation. Based on CJEU decisions, the authors attempt to propose a systematic test for GIs’ evocation, the goal being to contribute to greater coherence and legal certainty on decisional practice. Moreover, they advocate for a more principled approach which ensures an appropriate balance between the goals of the GI system and GIs’ scope of protection with a special reference to the—recently decided—Morbier case.

• This article discusses the structure of a geographical indication (GI), that is the model behind the rules, ie European Union (EU) rules. In fact, this industrial property right is complex, but some options were taken under EU law—a model that corresponds to the legal functions of this right as well as to its legal nature. However, the structure has some flexibility. It mays identify—making a horizontal analysis of all the rules in force in the EU—three pillars: a group of producers (which will be the applicant and must be representative); a product specification (the GI function, the guaranteed quality function and the assurance of trade loyalty in a collective right); and a control and certification body (which must comply with the principles of objectivity, independence and impartiality—but this body can be public or private).

The use of public quality labels is a strategy that makes it easier to identify product quality in the food sector. They help to certify products with differentiated quality and respond to a collaborative public-private strategy that aims to achieve a common good: promoting the regional food sector. For this research, we have studied the characteristics of 18 multi-brand products which had received public quality labels promoted by the Autonomous Communities in Spain. We have done so from the perspective of their owners, the public Administrations, focused on labeling. We analyse the nature of these labels, their history, why they have been created, and what their identity, promotion, and management should be like. We also determine the key factors in helping to build strong shared public quality labels. It is presented a management model for these brands that makes it possible to develop them over time and to promote effective brand communication.

Correspondence: martasalvatbenlloch@gmail.com

Using a new detailed dataset on country-product information on European Union (EU) Geographical Indications (GIs), we study the impact of this food quality policy on trade margins over the 1996–2014 period. We consider the effect of GIs on both intra- and extra-EU trade margins (extensive and intensive), as well as on export (and import) unit values. Our main results show that GIs affect trade flows differently depending on whether GIs are produced by the exporter or importer country. The presence of GIs in the exporter country systematically exerts a positive trade effect on both the extensive and intensive trade margin. When registered only in the importer country, GIs seem to act weakly as a trade-reducing measure, at least at the intensive trade margin. In addition, GIs positively affect export prices, consistent with the idea that GI products are perceived by consumers as higher quality goods. Importantly, extra-EU trade margins react similarly to those on intra-EU trade. These results have clear and interesting implications concerning the EU strategy of promoting the protection of GIs worldwide.

Considering the features of GIs and organic production, Deliverable 5.2 analyses the relationship between Public Goods (PGs) and Food Quality Schemes (FQS). The deliverable evaluates the impacts of the cases study described in Deliverable 5.1 in terms of their contribution to rural development and territorial cohesion given by the capacity to generate positive externalities and hence PGs. The analysis focuses on: contribution to local economies, generation of environmental, social, cultural externalities; contribution of different governance mechanisms to ensure the valorisation of producers’ know-how and local resources; social cohesion in terms of creation of social capital and social networks.

The protection of Geographical Indications (GIs) supports producers to define common quality standards while highlighting the geographical origin of food products with specific qualities. Adaptations of quality standards are driven by international competition, new production technologies or environmental change. The purpose of this paper is to analyse the modifications affecting the European Union (EU) Protected Designation of Origin-Protected Geographical Indication. It specifically compares the share of amendments in the diverse product classes, years and countries, illustrates specific cases and identifies the factors explaining the probability to amend product specifications.
Official documents of the DOOR Database provide the material for an analysis of changes in product specifications. They also supply the data for four illustrative cheese cases and logistic regression of all EU amendments.
Amendments of GI product specifications are very frequent: 17 per cent of all 1,276 EU GIs had at least one amendment. This happens in particular for processed products (42 per cent more often than for unprocessed ones) and specific countries (GIs in Italy are six times, Spain five times and France four times more likely to have an amendment compared to GIs from other EU countries). As illustrated by contrasting cheese amendments, the diverse modifications in the product specifications range from more flexibility and innovation on the one hand to stricter rules for strengthening the product’s identity on the other hand.

Consumers are increasingly turning their attention to the quality and origin of products that they consume. European Union (EU) quality schemes are associated with a label, which was introduced to allow consumers to perform an informed choice and to protect producers from unfair practices. This present study provides an overview of the last 25 years of EU quality schemes [Protected Designations of Origin (PDO), Protected Geographical Indications (PGI) and Traditional Specialities Guaranteed (TSG)] on agricultural products and foodstuffs across the 28 EU Member States. According to the results, it was possible to conclude that Southern European countries have the highest number of registered products. The most usedEUquality scheme is PGI, followed by PDO. Concerning the analysis of the evolution in the last 25 years, the number of registered products among EU Member States has increased significantly. The fruit, vegetables and cereals (fresh or processed) category is theonethat accounts for the highest percentage (26.8%) of registered products, followed by cheeses and meat products (cooked, salted, smoked) categories, with 17.2% and 13.5%, respectively. Further investigations should address consumer preferences, knowledge and attitudes, especially Northern European countries with a lower number of registered products. Moreover, the investigation and registration of products should be encouraged among all EU Member States to allowthe maintenance of important elements of the history, culture and heritage of the local areas, regions and countries.

Linking people, places and products presents a methodological approach for the development of procedures to preserve and promote quality products, centred on the virtuous circle of origin-linked quality. The guide provides concepts, recommendations and practical examples from all over the world, together with self-evaluation exercises. With a view to boosting the capacities of those involved in such procedures, increasing the number of experts worldwide and also bearing in mind the recent level of interest in this subject, FAO and REDD plan to offer a complete training tool.FAO and REDD have thus worked together to support a bottom-up approach, developing a first training tool for a participatory process of training on the promotion of origin-linked quality and sustainable geographical indications. The training material in the present volume, Linking people for quality products: sustainable interprofessional bodies for geographical indications and origin-linked products, focuses on the management and promotion of the specific qualities of geographical indications (GIs) by local stakeholders gathered together in a collective management organization – the interprofessional, or joint body – that is central to the commercial success, and ultimately to the sustainable impact, of any initiative to promote the link between a product and its origin. The content and theory pages of this training manual set out the basic concepts, while the exercise sheets provide for participative activities. The trainer notes, together with the introduction, guide trainers in the preparation of tailored training in relation to the five steps of the virtuous circle.

This book explores the potential benefits and disadvantages of geographical indication (GIs) registration schemes, analyzing the utility of GI registrations for the development and promotion of regional economies, both in national and international markets. The book draws on the van Caenegem, Cleary & Drahos Australian Provenance Report, along with the valuable empirical data collected in connection with it.  The book situates the rural development question in an international context, presenting several case studies from Italy, France and Morocco, New Zealand and Australia. The book contains various chapters focused on comparing regulatory structures in various relevant jurisdictions and drawing on other countries’ experiences. It contains significant contributions from industry actors with extensive experience in regional branding initiatives and GI-related policy issues. Progressive in structure, the book starts from the ‘big picture’ level before moving down to the local and concrete scale. Geographical indications of Australian products are vital both in domestic and overseas markets by accurately representing the origin and quality of niche agricultural products. Thus, with a particular focus on Australia, the book promotes the assessment of geographical indications as potential regional assets that will help producers develop local quality indicators that will serve as public goods for successive generations of producers.

This chapter aims to develop a theoretical approach identifying the main factors which contribute to successful Geographical Indications (GIs). To achieve this objective, we highlight the interactions between the mechanisms of intellectual property rights protection, those linked to economic transactions and those linked to sustainable rural development. Consequently, our theory will take into account three levels of interactions: markets, organisations (or institutions) and territory. As far as GIs are concerned, we refer to the special case of traditional products whose names can be potentially protected under international treaties, such as those qualifying as GIs under Art 22.1 of TRIPS, or subject-matter-specific protection regimes, such as Protected Designations of Origin (PDOs) or Protected Geographical Indication (PGIs) recognized in Regulation (EU) No 1151/2012 on Quality Schemes for Agricultural Products and Foodstuffs. The intellectual property protection of GIs, as defined in TRIPS, must be implemented by national regulations in each member state. The foundation of the actual legal basis of protection is the ‘unfair competition’ framework, which regulates the conduct of firms in the marketplace: they obtain the means to fight against unfair imitations, produced outside the geographical area of the traditional product, in almost all the cases at lower prices because of less demanding processes, and by abusing the trust of the consumers about the genuine provenance of the product.

The present paper investigates the relationship between the legal protection of geographical indications and the environment, analyzing the Product Specifications of the 107 olive-oil geographical indications registered in the European Union. They performed the analysis using a set of indicators related to six thematic areas of potential environmental impact, including tree varieties, intensity of production, phytosanitary and fertilization methods, soil and water management, harvesting and post-harvesting techniques, and environmental awareness.
Results indicate that environmental concerns are not considered to a great extent in the Product Specifications; indeed, they result more from the need to attain specific product qualities than from any direct interest in the environment. In any case, some relevant differences do exist between all six thematic areas (rules on the use of specific rare varieties and on maximum production limits are the most widespread ones in this sense) and between European Union countries (France and Italy are characterized by the highest levels of environmental care).

This paper develops five theses to analyze the distribution of economic, social and environmental effects connected with the system of geographical indications (gis). The authors claim that the distribution of benefits for the agricultural sector largely differentiates among European countries (Thesis 1); non-organized outsiders in the region who do not financially support the common pool resource can profit particularly greatly from a gis system (Thesis 2); among gis consortia, those with a clear marketing leadership of a focal supplier profit whereas those with many small suppliers are easier to get pressed by dominant buyers (Thesis 3); the role of public authorities may represent a significant bias in the application phase (Thesis 4) and environmental benefits attached to the gis such as biodiversity preservation are largely overestimated (Thesis 5).

This paper aims to examine the implications of the efforts to promote a quality-oriented economy that incorporates a vision of environmental sustainability and equitable social development.
The analysis builds on a case study of food procurement in Brazil, which intended to improve the quality of food used in public schools. The case study follows ways that the promotion of quality food has localised the procurement operation, connecting smallholders to citizen-consumers.
The efforts to promote quality food procurement worked to shape reflexive governance in a decentralised political environment and create an institutional device based on cooperative civic participation and state engagement. However, this process highlighted socioeconomic inequality within the country due to uneven local capacities to connect good-quality services to the citizens’ everyday places. The study identifies the following paths to tackle this unevenness: improvement of place-based infrastructure; promotion of trans-local cooperation; and building on the existing informal institutional arrangements.

Lo scopo di questo lavoro è quello di analizzare le decisioni strategiche che portano gli agricoltori e le imprese di trasformazione a decidere se e come utilizzare l’IG protetta per la produzione e commercializzazione dei loro prodotti, attraverso l’analisi di due studi di caso relativi a prodotti DOP e IGP in Toscana.
Numerosi sono gli effetti generati dalla protezione delle IG, primi tra tutti il sostegno ai sistemi agroalimentari locali e ai processi di sviluppo rurale sostenibile.
Nonostante questa pluralità di effetti potenzialmente positivi, viene spesso segnalato un livello di impiego delle IG protette da parte delle imprese inferiore alle attese o alle potenzialità.
Per indagare sul comportamento strategico delle imprese sono stati analizzati in profondità due casi di studio: il Fagiolo di Sorana IGP e il Pecorino Toscano DOP. La scelta di questi due prodotti è legata alle caratteristiche “opposte” in termini di sistema produttivo.
Dal confronto tra i due casi analizzati emerge come molte spiegazioni di questo fenomeno risiedano nel grado di coerenza tra le caratteristiche e gli atteggiamenti strategici delle imprese, e i contenuti del Disciplinare di produzione.
 conclusione, per costruire IG efficaci, la fase di costruzione delle regole del disciplinare appare centrale. In particolare emerge la necessità di mettere in atto processi inclusivi di partecipazione dei produttori alle decisioni, e procedere ad una valutazione ex-ante dei possibili effetti generati dalla protezione della IG.

Protected designations of origin (PDOs) and protected geographical indications (PGIs) for food products are used by the European Union with the goal of achieving several policy objectives. We build a multicriteria analysis framework for ex-post assessment of the performance of PDOs. The performance criteria are based on five policy objectives, as defined by European policymakers in regulations, with each criterion measured by a set of indicators. We apply the framework to analyze the performance of all Italian PDO cheeses and olive oils from 2004 to 2008. The results show that for the PDOs studied it is feasible, in general, to perform on all five objectives at the same time, although partial tradeoffs are present between the bargaining power and local development objectives on one side and the market performance objective on the other. A ranking of PDOs in the two sectors on all objectives using multi-criteria analysis and equal weights on all objectives shows overall higher performance for smaller PDOs that are well-rooted in the territory of origin and targeted to niche market segments. Lower ranked PDOs under this scenario tend to be bigger, older, and better established in wider markets. Alternative weighting scenarios that emphasize niche/local market PDOs or market performing PDOs yield different relative rankings. The results provide insights for both policymakers and stakeholders into the evaluation of PDO policy, as well as into the performance of individual PDO products.

This study was an update and expansion of a previous study: “Value of agricultural production under protected designations of origin (PDO) and protected geographical indications (PGI)” (Tender N° AGRI–2008–EVAL–02) performed in 2009 for the DG AGRI of the European Commission. It covered GIs registered under Council Regulation (EC) No 510/2006 (the period covered 2005-2008). The present study aimed to 1) update the database for the period 2009-2010; 2) expand and complete the database with data on the volume, value and trade of production for each wine, aromatised wine and spirit registered under GI for the period 2005-2010; 3) analyse the value premium received by products bearing a registered name, to assess the evolution of value, volume and trade of geographical indications during the period 2005-2010; and, finally, to compare the situation with standard products and between different GI products and sectors at EU and Member State levels.

This book seeks to set geographical indications (GIs) in the context of the overall development of today’s economies and societies as marked by globalization and the interaction of cultures that this entails. The book is divided into two parts. The first part (chapters 1-6) sets out the findings of a decade of research into GIs in Europe in the global context. The second part (chapters 7-10) is based on the existence of GIs as a sector in itself in the context of globalization. Included in the appendixes are GI case studies in Europe and maps of protected designations of origin and geographical indications (PDOs and PGIs). Also included are a glossary and a subject index.

The main aim of this study is to offer a method and a tool to help the stakeholders involved identify food and agricultural products that could become the pivotal elements in a virtuous circle of origin‐linked quality through a territorial strategy for preservation and promotion. The enhancement of a product of origin‐linked quality can have positive effects that are reinforced over time in terms of the economic viability and preservation of the natural and cultural heritage.  This paper seeks to support the identification phase, which is carried out by local stakeholders within the territory of a given product or is introduced by policymakers at a higher, regional or national, level to support such strategies in the zones under their political control. The paper has two specific objectives: first, to propose a set of criteria for analysing the origin‐linked quality of a particular product and then the strengths and weaknesses in its zone and production system under a territorial strategy for economic development and preservation of the heritage based on the enhancement of the product; second, to propose an inventory process to be adopted by the region or country as a whole (and thus covering various zones and their products) in support of a territorial development policy, and to identify pilot case studies from a list of potential products.

The geographical indications scheme provides a potential economic opportunity for farmers and producers of food and can have a positive impact on the rural economy. To achieve this objective and provide the intended protection, an appropriate EU framework needs to be in place. The Court examined whether the scheme’s control system is conceptually robust, whether the procedures and measures used render it attractive to potential participants and whether the measures available and the Commission’s actions have contributed to increasing consumer awareness. Checks relating to the geographical indications scheme aim to verify compliance of a PDO or PGI product with a product specification and to detect instances of disallowed use of a protected name.

This book seeks to set GIs in the context of the overall development of today’s economies and societies as marked by globalization and the interaction of cultures that this entails. GIs are products that are both very ancient in terms of their ancestral function and very modern in terms of what is at stake. GIs provide a fine example of how the economic development of the planet might be envisioned so that it takes account of this classic opposition and the complexity of the main issues involved. . One assumption made here is that in the future we will see a trade economy increasingly structured by quality standards. These standards will be reached and managed through the cooperation of both public and private entities, a situation described by the term ‘quality fora’, which is explained and discussed in Chapter 8. Among the variety of such arrangements that can be expected to emerge, GIs provide a particularly interesting and forward-looking example. The book is divided into two parts. The first (Chapters 1–6) sets out the findings of a decade of research into GIs in Europe in the global context. The second part of the book is based on the existence of GIs as a sector in itself (validated, potentially at least, by the market and its externalities) in the context of globalization.

This study provides a worldwide panorama of current trends in Geographical Indications (GIs) as they relate to biodiversity conservation and rural development, and their potential contributions to poverty, hunger alleviation and environmental goals. When peasant and indigenous producer organizations decide to participate in the marketplace with a product that is not generic, GIs can be useful in developing and consolidating a differentiated geographical identity and a reputation, building quality systems and providing governance to value chains based on local biological resources and traditional and innovative knowledge and practices. Challenges and opportunities facing small producers from developing and transformation countries are identified, based on the experience of two dozen GI cases from all continents. GI implementation is described through cases that were selected to illustrate both tradition and innovation; contributions and threats to biodiversity conservation; the use of traditional and innovative knowledge and practices; economic benefits at different levels; and also governance issues. GI contributions to these aspects of sustainability are assessed qualitatively as ‘relevant’, ‘modest’ or ‘negligible’; and negative and positive trends are identified. Lessons drawn from the cases are presented in tables, grouped by component, distinguishing both opportunities and pitfalls. Finally, three cases are presented in which no GI has been registered as yet but discussions are underway.

The objectives of this guide are: 1. to explain what origin-linked quality and the GI concept are; 2. to raise awareness regarding the potential of origin-linked products for rural development and conditions for sustainability; 3. to facilitate implementation of GI processes at local level by providing tools and a concrete methodology. Based on multidisciplinary research and empirical evidence from all over the world, this guide is intended for practitioners, rural development specialists from the public or private sectors, representatives of value chains, policy makers, rural community leaders and trainers. It is intended more particularly for those involved in the development of agricultural and food systems who have an interest in promoting and preserving local food products and resources (traditions, know-how and natural resources) within a perspective of rural development. The role of these facilitators is of paramount importance in helping local stakeholders to become aware of the potential of originlinked products, organize themselves and carry out collective actions, understand the importance of appropriate rules and pilot the GI system towards economic, sociocultural and environmental sustainability. This practical guide avoids prescriptive or normative solutions, instead offering an approach that provides step-by-step answers to the main questions facing development actors seeking to identify, define and protect products of origin-linked quality through the adoption of various measures allowing their sustainable development.

In the early 1990s reform of the EU’s Common Agricultural Policy led to a change in emphasis away from price into policies to promote rural development, in part through improvements to food quality. Geographic indicators are only one of a range of EU policies designed to foster these goals. Geographic indicators are put within the context of the wider quality enhancement policies that include quality assurance schemes and organic production. There appear to be considerable regional differences within the EU when it comes to the use of the various quality-enhancing policies available. The member states of the EU can be grouped into four different clusters, each characterized by a different quality policy strategy.

The present study provides an evaluation of the PDO/PGI scheme. The terms of reference of the project listed two key issues which were to be addressed by the evaluation study: First, the study has to provide a detailed description of the implementation and usage of the PDO/PGI scheme over the evaluation period 1992-2006; Second, the study has to evaluate the effectiveness of the PDO/PGI scheme itself. While the analysis of the implementation and usage of the scheme covers the 27 Member States over the period 1992 to 2006, the evaluation of the effectiveness of the scheme is based on publicly available information, research and academic literature, and detailed case studies of 18 PDO/PGI products in 10 Member States.

La crescente concorrenza sul lato dei costi di produzione derivante da un mercato sempre più aperto, unitamente alle modifiche apportate alla politica agricola comunitaria, porta le imprese alla ricerca di nuove modalità di competizione. Tra queste, una valenza particolare assumono da un lato la ricerca di una differenziazione delle produzioni su base qualitativa, e dall’altro l’offerta di nuovi servizi, ispirati dal principio della multifunzionalità, e che spesso non rientrano nel tradizionale alveo delle attività agricole (agriturismo, agricoltura sociale, fattorie didattiche, tutela dell’ambiente e della biodiversità, ecc.), ma che appaiono oggi in grado di permettere la permanenza e la rigenerazione dell’agricoltura nell’ambito di spazi rurali sempre meno centrati sulle attività agricole. Questo articolo indaga la natura dei costi e i benefici delle Indicazioni Geografiche.

In the last few years, following a number of food crises, quality assurance systems have been widely introduced into the European agri-food sector. Customers’ growing quality demands and their undermined trust in food safety are just two of the driving forces behind this trend. With regard to quality assurance schemes, Central and Eastern European agriculture and food industries are in a catch-up position. To compensate for the lack of research in this field, this paper presents an overview of certification schemes in the European agriculture and food industry with a special emphasis on Central and Eastern Europe. It also discusses the characteristics and scope of the schemes as well as possible determinants and effects of the trend observed in recent years.

Increasing competition on the production cost side resulting from an increasingly open market, together with changes to the EU agricultural policy, which de facto decouples the granting of aid from the realisation of specific productions, leads companies to look for new ways to compete. The text aims to briefly show the protection tools that the EU has made available to businesses by listing the significant costs and benefits of PDO and PGI quality systems.

The aim of this paper is to highlight the main characteristics of what the authors call ‘the economy of qualities’. The authors show that qualifying products and positioning goods are major concerns for agents evolving within the ‘economy of qualities’. Competition in such an economy is structured through two basic mechanisms. The first is what the authors propose to call the process of singularization of products. The second is the mechanism whereby consumers are attached to and detached from, goods that are proposed to them. At the heart of these logics, one can find multiple socio-technical devices that are designed by economic agents, which ensure the distribution of cognitive competencies, and which constantly and finely tune supply and demand. Relying upon Jean Gadrey’s work, the authors claim that the economy of qualities is nowhere more effective than in services providing activities, and especially in those sectors that invest heavily in New Information and Communication Technologies (ICTs). Finally, the authors suggest that, in the economy of qualities, the functioning and the organization of markets are issues that are shared by scholars and actors. In these highly reflexive markets, a collaboration between them is needed.