Copyright and Image Management

Copyright and

Image Management

Georgia Harper

Office of General Counsel
University of Texas System

Overview

Why Do We Have Copyright?

Copyright's purpose

When Does Copyright Become an Issue?

Copyright Basics

Fair Use

Applying Text-Based Fair Use to Images

Print Collection Issues

Making slides
Digitizing slides

Electronic Collection Issues

I found it on the Internet
Negotiating licenses for digital works
Incorporating images into new works

Why Do We Have Copyright

Copyright affects everyone.

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

What Makes Copyright an Issue?

The Crash Course in Copyright

If faculty members use others' works in the creation or
distribution of new materials, they need to think about Copyright.

First, The Basic Scheme

The Law Gives Certain Rights to Copyright Owners

Fair Use is the "Play in the Joints"

Sometimes We Have to Ask for Permission

Sometimes We Are the Owners!

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 helps copyright achieve 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. 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.

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, reasearch 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 in to the fair use test ample consideration for the copyright owner's interests.

Fair Use

Libraries and their patrons have rights of fair use under Copyright Law.

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.

Examples: Criticism, comment, news reporting, teaching, scholarship and research

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 Just For Copies: It Applies to:

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

CONFU Educational Fair Use Guidelines

Lack of consensus
Electronic Reserves
Multimedia Fair Use Guidelines
Educational Fair Use Guidelines for Digital Images
Distance Learning Guidelines

UT System Rules of Thumb

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

Applying the Law

"This [case] presents us with a picture all too familiar in copyright litigation: a legal problem vexing in its difficulty, a dearth of squarely applicable precedents, a business setting so common that the dearth of precedents seems inexplicable, and an almost complete absence of guidance from the terms of the Copyright Act …"

Shapiro, Bernstein and Co., Inc. v. H.L. Green Co., Inc. (1963)

Applying Text-Based Fair Use
and Display Rights

Most Copyright Cases Involve Literary Works, Music or Software

No Cases Directly Address Educational Fair Use or Transmission of Images

Commercial fair use cases - trend is towards narrowing the scope of fair use
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 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

Section 110(2) Permits Transmission of Images

Copies necessary to a digital transmission may be fair use

UT's Rules of Thumb would permit digitizing analog images so long as a digital image is not available at a fair price

Digital Millennium Copyright Act, passed in October 1998, called for the Copyright Office, with input from educators and copyright owner industries, to report to Congress by the end of April 1999, its recommendations for changing Section 110 to facilitate the use of digital technologies in Distance Education
The Copyright Office issued its Report in May 1999:

The Copyright Office Report recommends to Congress that it change the law, and nearly every recommendation is one that was urged by the user community (eliminating distinctions among categories of works and limits regarding where a transmission may be received, for example) except for the following:

portion limitations on audiovisual works;
excluding "instructional materials" from the exemption (works for which the primary market would be educational institutions);
making the use of technologies that prevent recipient copying a condition for qualifying for the exemption

Congress has not acted, however, reportedly because copyright owners, particularly the entertainment and publishing industries, oppose the Copyright Office's recommendations.
Kenneth Crews of the Copyright Management Center at IUPUI has written a helpful summary of the Report

CONFU Guidelines for Educational Fair Use of Images

Did not receive VRA support
University of Texas System Rules of Thumb for Educational Use of Images

Digital Millennium Copyright Act

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

Print Collection Issues

Fair Use Governs:

Making slides from print images
Making copies of commercial slides

Anticipating Electronic Needs: Digitizing Slides for Electronic Reserves

Faculty slides: get authorization when slide is acquired
Commercial slides

Texaco case suggests that the availability of commercial digital collections would affect the scope of fair use

Educational Fair Use Guidelines for Digital Images reflect this concept: Section 2.1
University of Texas System Rules of Thumb for Educational Use of Images also reflect this concept

Fair use slides made from print images

University of Texas System Rules of Thumb for Educational Use of Images
Other possibilities!

Getty Naming Authorities: Art and Architecture Thesaurus, Union List of Authors' Names & Thesaurus of Geographic Names

Display Rights Under Section 110(1) (Face-to-Face Teaching) and Section 110(2) (Transmissions)

Explicit authorization to make a digital copy to transmit over a network is absent. Fair use may work to fill this gap in legal authority. Ideally, Sections 110 (1) and (2) should be revised to expressly permit copies that are necessary to carry out  permitted displays. In all likelihood, this will not happen.

Electronic Collection Issues

I Found It On the Internet

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

Uses permitted by Sections 110(1) and (2)
Multimedia Fair Use Guidelines
U.T. System Rules of Thumb for Multimedia Works
Getting permission

Acquiring New Digital Works

Governed by the terms of the license
Anticipating typical uses
Negotiating sufficient access and rights to use

Careful attention to definition of Permitted Users
Unrestricted use of thumbnails
Reasonable restrictions on the use of higher quality images
Transmitting images
Downloading and printing out for personal use
Remote access
Avoid responsibility for patron misuse

Educating users about their rights and responsibilities
AMICO at UT Austin
Other electronic image resources available to educators

Academic Image Cooperative
Saskia/Luna Imaging Project
Society of Architectural Historians' Image Exchange
Allan Kohl's Art Images for College Teaching

Incorporating Images into New Works

Governed by fair use

Multimedia Fair Use Guidelines
U.T. System Rules of Thumb for Multimedia Works

Merger of different kinds of works in the multimedia work

Should different standards for each kind of work continue to apply?

Some parts of Section 108 do not apply to music, pictures, graphic, sculptural or audiovisual works (with limited exceptions)
Fair use analysis can yield results for images and music that are different from results for text in the same context (nonprofit, educational reproductions for classroom teaching)
Rights to transmit materials for distance learning differ from rights to use materials in face-to-face teaching, depending on the medium of expression (under review at this time)

Summary

Legalities Are in Tremendous Flux

The statutes
The caselaw
The beliefs of copyright owners
The practices of libraries

Try to Help Your Institution Plan For the Future

Budget for necessary access
Identify needs for additional technical support

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Copyright Crash Course | Intellectual Property Section
Office of General Counsel

Comments to Georgia Harper
gharper@utsystem.edu
Last updated: March 6, 2001