Color Graphic without Text
Copyright Crash Course with Link to Copyright Crash Course

Copyright Law
in the
Electronic Environment

horizontal rule

Georgia Harper

Office of General Counsel
University of Texas System

horizontal rule

Overview

horizontal rule

Why Do We Have Copyright?

Copyright's purpose

Copyright Basics

How Does Analog Fair Use Apply to the Multimedia World?

Specific Library Copyright Issues

The archival collection
I found it on the Internet
Library copying

Archiving
Copying for patrons: Research copies, interlibrary loan and document delivery

The lending right (first sale doctrine)
Licensing access to materials

Technology's Effect on Achievement of Copyright's Purpose

horizontal rule

Why Do We Have Copyright?

horizontal rule

Copyright affects you.

Copyright's Purpose: To Improve Society Through Advancement of Knowledge

Balancing the rights of copyright owners with the rights of the public for access to and use of works

Incentive to authors
Limits on authors' rights to control and exploit works
Balance achieves copyright's constitutional purpose

horizontal rule

What Makes Copyright an Issue?

horizontal rule

The Crash Course in Copyright

If you want to copy, distribute, create derivatives of or display
or perform others' works, you need to know a little bit about Copyright.

First, The Basic Scheme

The Law Gives Certain Rights to Copyright Owners

Fair Use is the "Play in the Joints"

Sometimes You Have to Ask for Permission

Sometimes You Are the Owner!

horizontal rule

A Few Particulars

What Does Copyright Protect?

Original works of authorship fixed in a tangible medium of expression

A person's unique way of expressing something
Requires only a minimum amount of creativity
Does not protect underlying ideas or facts

Leaving facts and ideas free for public use supports copyright's achievement of its purpose, if the public can gain access to the work.

When Does it Begin and End?

Today, it begins at the moment of fixation in a tangible medium of expression and ends at the expiration of 70 years after the death of the author. Different rules apply to older works, however, and there are special rules for works-for-hire.

Protection is automatic
Copyright notice is not required
Registration is not required unless copyright owner wishes to bring suit

Registration benefits - statutory damages and attorneys' fees

Terms of Protection

Works created during or after 1978

Life of the author plus 70 years
Works for hire: 95 years after publication or 120 years after creation, whichever is shorter

Works published before 1978

95 years after publication
If published before 1964, 28 years after publication + 67 more years if renewed

Works created before 1978 but not published

Life of the author plus 70 years or 2003, whichever is longer

Recent changes in Copyright Term Extension Act allow libraries to use certain works in their last 20 years of protection

When copyright terms were shorter and it required a definitive act to bring a work under federal protection, copyright law's balance favored public access and use (the public domain) more than it does today. These changes in the law evidence a strong shift in that balance.

What Does it Mean to Owners?

Owners have exclusive rights to

make copies,
create derivative works,
distribute, display and perform works publicly,
and certain artists have rights of integrity and attribution (moral rights) in original works of art or limited edition prints (200 or fewer).

These exclusive rights are an important part of the way copyright law achieves its purpose. Along with the term of protection, they provide an incentive to authors to create.

Much of the tension in the law today results from the fact that copyright owners typically exercise their exclusive rights through control over copies. In the analog environment, controlling copies was relatively easy, but in the digital environment, it is quite difficult. Inability to control copies is seen by many in the entertainment and publishing industries as a major stumbling block to the creation of online content. Solutions to the problem of loss of control can, however, go overboard.

Who is an owner?

The author usually is the owner
The employer is the owner when:

A work is created by an employee within the scope of employment
A work is created pursuant to a contract as a work-for-hire
A work is created pursuant to a contract with an assignment

When seeking permission, try the publisher or a rights collective first

Copyright owners typically assign copyright to their publishers
Artists, free-lance writers and photographers usually do not assign copyright; recent cases underscore importance of authors' rights

What Does it Mean to Users?

If the law protects a work you wish to use, you must ask for permission from the copyright owner unless your planned use is covered by one of the law's exemptions, such as fair use.

Fair use (17 USC 107)
Library's special exemption (108)
First sale doctrine (109)
Educational performances and displays (110)
Software backups (117)
Modifications for blind and disabled (121)

These limitations on copyright owners' rights, and others not mentioned here, are critical to the achievement of copyright's purpose. They are just as much a part of how copyright law improves our society by increasing knowledge as the incentive to authors.

What is Fair Use?

Embodies First Amendment concerns: criticism, commentary, news reporting, teaching, research and scholarship
Addresses market failures: permits important uses that don't make economic sense

Both of these functions of fair use strongly support the achievement of copyright's purpose by permitting certain uses of works that do not significantly affect the owner's incentive. The fair use statute builds into the fair use test ample consideration for the copyright owner's interests.

Section 107 of the Copyright Law includes illustrations of potential fair uses and describes four factors that must be taken into account in analyzing whether a use is fair.

The Four Factors:

Character of the Use

Nature of the Material to be Copied

Amount and Importance of the Part Copied

Effect on Market for Permissions

Fair use is not a blanket exemption for educators. Fair use permits certain uses of certain works for certain purposes, taking the interests of the copyright owner into consideration in the evaluation of each of the four factors.

Getting permission

Collective rights organizations
Contacting the owner directly
What if the owner has changed?
Be sure the person granting permission has authority
Should permission be in writing?
What if you have difficulty identifying the owner?
What if the owner is unidentifiable or unresponsive?

 

horizontal rule

Applying Analog Laws
to Digital Works

horizontal rule

Fair Use Is Not Just For Copies: It Applies to:

Making copies of copyrighted works
Making derivative works (for example, digitizing charts, graphs, illustrations, slides)
Distributing works, including electronic distribution
Displaying and performing works publicly

Normally, Cases Help Us Understand Fair Use in Various Contexts

But, No Cases Directly Address Fair Use of Others' Works
in a Nonprofit Library Context

Commercial fair use cases - trend is towards narrowing the scope of fair use (Texaco; Michigan Document Services)
On the other hand, Sega/Nintendo cases indicate that it is fair use to make a copy in order to get at unprotected elements or to make a permitted use
Bridgeman v. Corel - exact duplication of public domain work lacks sufficient originality to qualify for copyright protection under Britain's copyright law

The Good Faith Fair Use Defense

Having a policy really helps!

Developing a policy
Implementing a policy

If Fair Use Does Not Apply, Seek Permission

Section 108: Digital Millennium Copyright Act Amendments

Permit libraries to make digital archival copies and to migrate from obsolete media

horizontal rule

Specific Library
Copyright Issues

horizontal rule

Look at All This Neat Stuff in the Library/Archive/Special Collection!

Who owns the copyright in all that neat stuff?

Libraries typically have not acquired copyright along with the material artifact.

Is it in the public domain?
Can the library acquire the rights needed to use the materials now?
What might be fair uses of protected archival materials?

I Found It On the Internet

No one cares what I do with it, right?

Use is governed by the law and an implied license
Modifications to the implied license: Any explicit statement of permitted or prohibited uses
Additional fair uses outside the license

Library Copying

Archiving in the digital age
Patron requests

Research copying

Section 108 authorizes libraries to make copies for research purposes, but Texaco teaches us that copies made by or for researchers with commercial (for-profit) entities are unlikely to be fair use

Interlibrary loan and document delivery

CONFU participants agreed to disagree
Contracts can eliminate right to participate in interlibrary loan operations; UCITA would make such agreements enforceable even when they have not been negotiated (click-on and shrink-wrap agreements)


Digital Millennium Copyright Act made several changes to Section 108

Digital archival right, including right to migrate from obsolete media
New notice provision

Sonny Bono Copyright Term Extension Act contains a limited library exemption
Be sure that your licenses covering acquisitions for your digital library collection cover all expected patron uses

The Lending Right

Print works

Under Section 109, lawfully acquired copies can be disposed of without the consent of the copyright owner. This is the legal basis for our public library system.

Digital works

Copyright owners do not want anyone, including libraries, to have the right to dispose of (to lend) digital works

This is reflected in the new changes to Section 108
This means libraries have to get permission to make and distribute a digital copy made from an analog work, unless fair use or some other legal exemption applies

In effect, the digital library may only lend its digital copies of analog works pursuant to Section 107, fair use

Licensing Access to Digital Works

How will the digital library differ from today's library?

Digital libraries collapse Sections 107, 108, 109 and Contract law.

Libraries acquire digital materials under contract

Patron (public) access is controlled by contract

It is possible that in the future, contract provisions will entirely replace copyright law as the source of rights to use others' works, whether negotiated or not (and validated by UCITA)

Will copyright owners, on their own, provide public rights to access and use works as the Copyright Act does?

Should contracts that eliminate fair use be enforceable?
Will there be a need for fair use in a digital library?
What about interlibrary loan and document delivery?
What exactly will it mean to lend something?
How will this affect the achievement of copyright's purpose?

Online resources for negotiating database and software license agreements

 

horizontal rule

Technology's Effect on
Achievement of Copyright's Purpose

horizontal rule

The Library's Mission is to Facilitate Access to Information

The lending right makes a good point on which to shift to a discussion of the changes in copyright law, because lending is under considerable pressure today. There has been no change to the section of law that protects lending. Rather, digital technology itself is the source of stress. It offers great opportunity at the same time that it poses great peril for public access to works.

Electronic Access Increases Opportunities for Public Access

Easier access to others' works
Wider dissemination of University creations
Increasing quantity and quality of digital content

Electronic Distribution Can Threaten Copyright Owner's Incentive

Napster

Recent Changes in Law Tend to Favor Copyright Owners at Expense of Public Access and Use

Longer terms
Automatic protection
Internet service provider liability limitations marginalize fair use and other limitations on copyright owners' exclusive rights
Anti-circumvention provisions eliminate all limitations, even the term of copyright (locked-up ebooks are often public domain works)
Licensing and UCITA can eliminate all limitations (among many other problematic effects)

Electronic Distribution Can Increase Exposure to Liability for Copyright Infringement

University Liability for Faculty Infringements
Good faith fair use defense (17 USC 504(c))
DMCA Title II: ISP liability limitations

Do not apply to online courses, class assignments, electronic reserves, administrative materials

Alternative Business Models and Creative Strategies for Protecting Copyright Owners While Preserving Public Rights of Fair Use and Access Need Support