Contracts & Copyright

This post is spurred by a number of conversations I’ve had recently with close friends and more distant acquaintances, about use and/or publication of archival materials, and materials from subscription databases. Rick Anderson’s thoughtful “Asserting Rights We Don’t Have” post, which was published in the midst of these discussions, was also a contributing factor to this post.

None of this is new. Peter Hirtle points out in the comments to Rick’s piece that he’s been having this conversation with the archival community for quite some time. Other people link to some related scholarship in those comments. Kenny Crews has done related research and outreach to the libraries and archives community. So have I. But there seems to be a lot of attention swirling around this from the -user- side right now (which is great! This is a constituency that needs to be paying attention -and- needs to have attention paid to it!)

As far as I can tell, Rick’s post is 100% correct in the statements he makes about law. But it’s maybe worth pulling some of those points out into very concrete form:

  1. Owning a physical object does not automatically convey ownership of any copyrights that may be related to that object. You buy a book; you do not own the copyright in that book. A museum owns a painting; they do not necessarily own the copyright in that painting.
    It’s possible to -get- the copyrights related to an object when you acquire the object – but they do have to be explicitly addressed for that to happen.
  2. When a work is in the public domain (i.e., the copyright in that work is over, or did not exist in the first place), we often say “no one owns it”. Sometimes “everyone owns it” is a more useful way of looking at things. 
  3. Making an accurate reproduction of an existing work (e.g., scanning an existing painting) does not create a new copyright, under U.S. law.  When a reproduction of an existing work contains new creative expression, that -can- create a new copyright in the new work.
    Corollary: there is no copyright in accurate reproductions of public domain works, unless there is also additional new creative expression. 
  4. It’s impossible to grant copyright permissions, to transfer the copyright, to grant a license, OR to make fair use of a work that is in the public domain. Because all of those require the existence of copyright, and with a public domain work, there isn’t one.
  5. Contracts are legally binding documents, especially where you had the option to read & negotiate terms, and/or took action indicating agreement with the terms.
    Relatedly: other people, like employees or institutions with which you are affiliated, can often agree to contracts on your behalf.
    Also: Little bits of text at the bottom of a webpage, and terms of use that you never agree to (i.e., ‘browsewrap’ licenses) are rarely binding contracts.
  6. Violating a contract generally poses risks to the ongoing relationship
    with the other contracting parties, and can present the risk of a
    lawsuit.
  7. Controlling access to a unique or rare object can create an opportunity to impose contractual limitations as a condition of access to that object. 
  8. Employers generally own the copyright in works created by employees as part of their job.
  9. In the United States, there is almost no statutory law on attribution, citation, or credit.

This isn’t that complicated a list of legal issues, but they way they interact and intertwine – and much more importantly, the cultural expectations of various groups of people who interact around them – lead to a whole -slew- of complicated implications for the practices of archivists, researchers, artists, photographers, subscription content vendors, libraryfolk, and other people who have anything to do with any of the aforementioned groups.

A few basic implications:

  • If you (or someone who is authorized to do so on your behalf) agree to conditions of access to a particular resource or set of resources, there may be contractual limits on your use of those resources separate from those imposed by copyright – you may need permission to use them, or only be able to use them in certain ways, even if they are in the public domain!
  • If you have access to public domain content in a way that is not governed by a binding contract, no one else has any say* in how you use that content.
  • It is impossible to grant a Creative Commons license on a work that is in the public domain. (CC0 is a very useful legal tool when jurisdictions differ on public domain status, because it does not assume copyright exists in the work – it’s more like “to the extent there -is- any copyright, I don’t want it.”)

I started trying to write about all those implications in a single post, and it got too TL;DR even for me. I’ll try to break them down in a series of posts in the next few days.

*okay, okay, rights of publicity, privacy, etc may still be relevant. Also, people who control your use for other reasons (e.g., publishers , employers) may still impose limits or requirements. Bleh.

Another flowchart deconstruction

New flowchart flying around Facebook and Twitter this morning purporting to answer the “Can I Use That Picture?” question. (Here’s the original post.) One thing the author, “The Visual Communication Guy”, Curtis Newbold, does really well is engage on some ethical issues! But the legal information has some problems.

Again, if you don’t want to scroll through my detailed discussion, there’s a TL;DR graphical summary at the end of this post.

If an image is too small for you to read, try clicking, many will get bigger. I also included a text transcript for accessibility in the square brackets immediately following each image.

Ethics:

NICE.png

[What if I found the picture on social media or a website?

While the laws about distributing images through social media channels like Facebook, Pinterest, and blogs are still fuzzy, it is generally considered acceptable to redistribute an image that was originally intended to be publicly viewed by the creator. This is why you will typically find original images re-posted on blogs, news sites, and social media channels even if the person re-distributing the images didn’t obtain permission to do so.

However, much depends on the way in which you intend to use the image. It is unethical to redistribute an image on Facebook, for example, if a person didn’t intend for the image to go public in the first place. It is also a form of plagiarism to post an image on your blog or website without citing the original source (and it is considered best practice to link back to the original source as well.)

Pay attention to the fair use laws and othe questions to the left when considering using other images you find online. Be careful about using others’ images for personal gain, commercial gain, and even formal presentations without obtaining permission first.]

Commentary:
The middle paragraph here is a thing of beauty and a joy forever. Hearts. So many hearts.

The first and last paragraphs, I have some little quibbles with. “It is generally considered acceptable to redistribute an image that was originally intended to be publicly viewed by the creator” is, I think, a true statement. It’s just that “general” is not, perhaps, even the majority of people. -Many- creators do not think it’s acceptable to redistribute their images (sometimes counter to what the law thinks about that). I’d also highlight that what people do & don’t consider acceptable, and what the law does or doesn’t allow (the law is fuzzy, but there are some clearer areas), don’t always line up.

Moreover, the community norms of different social communities vary about ‘generally acceptable redistribution’ – Tumblr, for example, seems to be widely of the opinion that sharing someone else’s art post is okay as a -reblog- (which the original poster automatically sees), but not as a new, separate post which the artist may not see…

Paying attention to fair use laws is good; and personal gain & commercial gain I’ll discuss below. I’m not sure why Mr. Newbold is calling out formal presentations for permission-sensitivity; my overall impression is that those are as social-norms-governed as social media sharing.

Definitions:

definitions.png[Copyright – The protection given to any created image or work from being copied and distributed without permission. All images are immediately given copyight to the creator when the image is created.

Fair use – The legal right to use copyright images as long as the images are used for educational, research, or personal use, or as long as the image benefits the public good in some way

Creative Commons – Images that are copyrighted but that the creator has put provisions on their use. A creative commons license might stipulate, for example, that an image can be used as long as it isn’t modified in any way.

Public Domain – Images that no longer have copyright restrictions either because the creator willingly relinquished their copyright or because the creator is dead and no one owns the copyright.]

Commentary:

Mr. Newbold’s definitions of Copyright and Creative Commons licenses are not quite how I’d word them, but pretty accurate.

I like that he says fair use is a legal right to use, and I like that he includes “… as long as the image benefits the public good in some way” as part of his definition of fair use – but I think that this definition, especially coupled with other discussions of fair use in the flowchart section, understates fair use and implies some bright-line rules that maybe aren’t so bright.

The public domain definition is off – “images that no longer have copyright restrictions” is a good starting point, but creators relinquishing rights is still the least-common way works move into the public domain. Works may not have copyright restrictions because they -never were covered by copyright- (e.g., U.S. federal gov’t works), or because the term of copyright has ended.

While it’s true that creators’ dates of death are often relevant to whether the copyright has ended, they are not always relevant. Most importantly, the implication that a work is in the public domain when “the creator is dead and no one owns the copyright” is misleading in two ways. First, some people might take that to mean (especially with the further discussion in the flowchart) that copyright ends with the creators’ death(s) – which is SUPER not true. Second, even when the creator is dead and there’s no identifiable rightsholder, the copyright may still exist. I’ll talk about this more below, under “Orphans.”

The final “Yes!” and “No!”

yesandno.png

[Yes!  If your picture is in the public domain (meaning the original creator(s) released their rights to the image) or if you purchased the image and its copyright (like from a stock photo company), you can feel comfortable using the image for whatever you like. If your image is protected under creative  commons, be sure to check the conditions under which you can use it (you may not be able to modify it or profit from it, for example.) If you are uncertain if the image is in the public domain or creative commons, assume it is not and avoid using it until you’ve obtained permission.

No!  If you couldn’t answer “yes” to any of the fair use questions and you haven’t purchased or obtained permission to use the image, you should under no circumstances use the image, regardless of where you found it. It is no only considered unethical to use another person’s or company’s image without permission, it is illegal. ]

Commentary:
A few quibbles on the “Yes!” – not quite right on the public domain definition, and there is a difference between purchasing a license or permission to use an image, versus purchasing “the image and its copyright”. The latter implies actual transfer of the whole copyright, which is almost never going to be what’s happening in a permission-to-reuse context (though if you did acquire the whole copyright in the image, it’s true it would be a resounding “Yes!” to reuse.)

I also think the wording “protected under creative commons” is weird, and implies less reusability than Creative Commons is intended to create. I would generally say “released under” or “distributed under/with” a Creative Commons license. On the other hand, Mr. Newbold may be trying to encourage people to consider using Creative Commons licenses on their own works; in that sense, the “protected under” phrasing makes a lot of sense, because it counters the myths that persist that CC involves “giving up” an artist’s rights.

As to the “No!” answer – couldn’t be more correct. I would point out that this “no” answer actually also applies to social media reuse, as far as the true legality of sharing. Community expectations and ethics are one thing, but it really can be copyright infringement to make and distribute copies of someone else’s stuff online, even if you just like it. (Fair use likely covers a lot of the uses that community norms seem to think are okay, though.)

Orphans

orphan.png
[Would it be considered impossible to obtain permission from the original source?

Yes! If you are certain that it is impossible to obtain permission from the person or entity that created the image (if the creator died and no one owns the rights, for example), you are usually safe to use the image without permission.]

Commentary:

1. The original creator is often not the rightsholder of a work. This section does acknowledge that possibility indirectly, but readers of the flowchart might not understand that. Better to phrase it as something like “impossible to obtain permission from the rightsholder – who may or may not be the original source,” even though that may reduce clarity.

2a. It is actually true that if you can’t find anyone to ask for permission, you may be safe to use the image – but only if you’re framing this as a risk assessment, rather than a legal, issue. It is highly likely that if you can’t find anyone to grant permission, there’s no one who would object to your use. But the fact that you can’t find anyone to grant permission does not mean that, legally, you don’t need permission; it just means that not having permission is unlikely to be a problem.

2b. The fact that you can’t find anyone to ask permission does -not- mean that the legal conclusion would be that you didn’t need permission. Rights do not cease to exist with a creator’s death, and they -also- don’t cease to exist just because the people who inherited the rights after the creator’s death don’t know they inherited them. Ridiculous, no? But true. This is what is known as the “orphan work” problem – when you can’t prove the rights are -ended-, but you can’t figure out who does own them. It’s an issue libraries and museums struggle with frequently, as a lot of the unique materials in our collections are orphans.

One important legal consideration is the effect of unidentifiable rightsholders on the fair use analysis. It almost always strengthens fair use arguments for reuse, with respect to the “market harm” portion of the analysis. Concretely: if you really-o truly-o cannot find a rightsholder, then it’s almost impossible that you’re causing current market harm. You could be causing harm to a market that might open up when the rightsholders find out they’re rightsholders, which is why museums and libraries are still justifiably worried about this stuff, but that’s often going to be a stretch.

Note: What it means for it to be “impossible” to obtain permissions, or to track down rightsholders, is pretty tricky. Well-intentioned people have concluded that it was impossible to identify rightsholders for certain works, only to have others track down the respective rightsholders with a brief round of internet research.

There are also several related ethical question, with respect to reuse of orphan works. Just to start, is it more ethical to let them sit & moulder, or to share them with the public? Even when we don’t know the creator(s) intent? There’s a lot more to unpack there, but this post is already too long!

Fair Use

fairuse.png

gain.png

[Ask Yourself the Fair Use Questions

Are you using the image for personal, non-profit, educational, research, or scholarly purposes AND are you using the image sparingly, only for limited purposes?

Are you transforming or repurposing the image to create a new purpose or meaning?

Are you publishing the image in a fact-based context or publication that benefits the public as a whole (such as in a news source where it is important that people see the image)?

Yes! If you are using an image in an educational or research setting for limited non-profit uses (don’t distribute on a brochure, for example), or to just hang on your wall, you are usually safe to use the image without permission

Yes! If you completely rework the image so that it isn’t recognizable from the image, you can use it. Or, if you completely change the meaning (as you might in a parody), you are usually safe to use the image.

Probably
On a case-by-case basis, an image may be safe to use under fair use laws if the image is published in a non-biased way in order to inform or educate the public for the public’s good. ]

[Will you be using the image for personal or commercial gain? (If you answered “No” to all the fair use questions, the use of your image would most likely be considered for personal or commercial gain.)

Commentary:

I like the emphasis on “Yes!” answers and the incorporation of ideas about public benefit into discussion of fair use. But there’s quite a bit left out here, and some misleading and/or incorrect information about the law.

First, a use never -has- to be non-profit to be a fair use. There is substantial caselaw on commercial fair use. So educational/research users do not -have- to be non-profit to make a fair use – it just helps A LOT to be non-profit.

Similarly, a use does not have to be limited or sparing to be fair use. There is substantial caselaw on fair use of entire works, including commercial uses, like Google image and book search. Importantly, educational and research users often have good reasons why they need to use an entire work, to accomplish pedagogical, scholarly, or critical goals – and that may often be fair use.

The implication that personal use is fair use – i.e., “just to hang on your wall” – is interesting. Content holders -regularly- contest otherwise, especially when the personal use is substituting for a sale. Is it fair use to print a picture from a website that sells prints of that picture? I’d be willing to bet Posters.com would say no. Is it fair use to copy music off of CDs you borrowed from a friend? The RIAA -has- said no. There are plenty of folks who do agree that personal use is often fair use, but especially when there is documentable market harm, courts are often not persuaded.

I do like the discussion of transformative use – a lot clearer than in the other “use flowchart” I picked at last month. But the “Yes!” here is a bit weird. Yes, changing the meaning as in a parody is likely to be transformative, but you don’t have to rework an image so that it is unrecognizable to qualify as transformative otherwise. The appropriation art cases (mind-bending as they may sometimes be) strongly suggest otherwise. Moreover, just because a work is transformative doesn’t mean that the statutory factors are irrelevant – courts do tend to look less favorably on commercial, non-commentary transformations than on noncommercial ones, or than on ones that are commercial (Richard Prince, anyone?) but culturally valued.

The discussion of the news and commentary flavors of fair use is quite limited here – it sort of implies that that only applies in fact-based contexts, which isn’t right. But it’s good that the public interest in seeing a whole image is recognized as part of the fair use analysis in news and commentary contexts.

The first half of the “Probably” box is a really great summary of fair use in general – but the second half runs off the rails a bit. “Non-biased” is not part of the legal requirements for fair use at all; having a bias and a strong point of view about an image is often going to -strengthen- a fair use argument, since it usually means you are engaging in criticism or commentary -of that image- (as opposed to just using an image to illustrate a discussion, which might be less likely (though still possibly) fair use.)

Finally, there’s a box off to the side from fair use in the flowchart that asks about “personal or commercial gain”. I’m not quite sure what Mr. Newbold was getting at here; commercial purpose is relevant to fair use (though not conclusive that a use is not fair.) But I don’t understand what he means by “personal gain”, as distinct from “commercial gain” -and- “personal use”. Anyway. I feel like pieces of the contents of this box, and a few others related to the statutory factors that don’t exist on this flowchart, belong over in the “fair use questions” area. 

Your Own Stuff

ownwork.png

[Did you take or create the image yourself?

Was the picture you created an original idea?

Yes! If you took a picture with your camera or if you drew or designed an image and the concept was completely your own, you automatically own all copyrights to it and no one can use it or distribute it without your permission.

No! If you created a picture that is so similar to someone else’s that it might be thought of as theirs, you cannot use your picture for anything other than personal use.

When in doubt, do your research to find out if you copied an idea. Otherwise, don’t use the picture for anything other than limited personal use.]

This part is almost the most confusing, to me – despite also containing some very correct & useful information. Most helpfully – yes, your own “original” work is often the -very easiest thing- to use and reuse! However…

1. First, worth acknowledging that just because you created it, it does -not- automatically follow that you own it and can do whatever you want with it. If its your job to create it, your employer probably owns it. If someone hired you on a contract basis to create it, they may or may not own it (and that should’ve been addressed in the contract!)

2. Just because you took a picture with your own camera does not mean you can use the image – a photographic copy of an in-copyright artwork, for example, may contain little expression by the new photographer, and the nested copyright of the artwork may mean you have to engage in a more detailed copyright analysis than “I took it, so I can use it.”

Wrinklier still, lots of us have images on our own cameras that we didn’t take, or where we don’t remember who took it. Legally, the copyrights in those images belong to the people who took them. Doesn’t mean you can’t re-use, but does mean that you may need to think twice.

3. “[T]he concept was completely your own” is a high bar for originality. Copyright doesn’t necessarily require that. You can be inspired by someone else’s work, or even engaged in homage to their work, without creating many issues for your reuse of your new works. It -is- true that the more the inspiration or homage result in your new works resembling the old ones, or copying their “expression” (choices such as lighting, angles, poses, etc can be expression in photography) the more reuse will involve questions about the copyright in the original works -as well as- your own new interpretations thereof.

4. Finally, COPYRIGHT DOES NOT PROTECT IDEAS. The United States does not recognize ownership of ideas except under quite limited circumstances (some patents, trade secrets). Copyright protects the way an idea is expressed, not the idea itself. Sometimes the two can be very hard to separate, but sometimes not.

For example: if your work can be mistaken for someone else’s, Mr. Newbold says, “don’t use it”. That may be true if you literally copied someone else’s work, e.g. by tracing or scanning. However, literal copying is not the only reason your picture might resemble someone else’s! The law recognizes that independent creation isn’t copying, and isn’t copyright infringement – so for example, tourists take photos from specific scenic overlooks – some of those
photos will be unique, but lots will resemble each other strongly, and the copyrights in those strongly-resembling-one-another images are separate, and you can use your own.

More importantly, if you are expressing the same idea as someone else, but your choices in -how- you expressed it are different, there may be no copyright issues in reusing your work. I saw a really lovely illustration of “Alice in Wonderland” done in the style of a traditional Japanese print. Reusing that might raise issues about the inspiration from the book (if it wasn’t in the public domain), but it quite concretely doesn’t raise issues about the similarities to other illustrations of “Alice in Wonderland”, including the Disney movie! The resemblances between the illustration are not about copying the other illustrators’ expression, but rather the unowned ideas, and public domain expression, of the original story.

In conclusion, there’s a lot to like here, but as a complete guide to the “Can I Use That Picture?” question, it falls short.

TL; DR
 
click to embiggen
Overview of original flowchart, with sections marked as good and bad

To the extent that my commentary adds any new copyright to these images that -I- own (I sincerely doubt that it does!), they are, like my contributions to the blog in general, licensed under a Creative Commons  BY-NC/Attribution-Noncommercial license.

Joys of the Public Domain: Beating Summer Heat

It’s not terribly hot (or sunny at all) here today, but I found an old photo of my brother and I having a water fight recently, so I’ve been thinking about ways people stay cool in summer!
(Edited to fix links; clicking on any picture should now take you to the full size version of record!)

In (or near) fountains:

toddler wearing bikini in park fountain
Little swimmer. Photo: Gerald R. Massie. Ca. 1955. Missouri State Archives.

A young woman and two children sit with their feet in a park fountain while the woman dips a baby in the water
Cooling Off In One Of The Fountains Around The Philadelphia Museum Of Art, August 1973. Photo: Dick Swanson for Project DOCUMERICA. US National Archives.

a young man in a suit jacket runs his head under a drinking fountain in a park with two grinning friends looking on
Cooling his head – N.Y. on hot day. Photog unknown; Bain News Service. ca 1910-1915. Library of Congress.

young man in denim shirt and trousers sitting beside a fountain with a large transistor radio on the ground next to him and a headphone in one ear
At the Tyler Davidson Fountain, in Fountain Square Downtown Cincinnati’s Popular Public Plaza, a Young Man Listens to the Radio with One Ear, Play of the Water with the Other 08/1973. Photo: Tom Hubbard for Project DOCUMERICA. US National Archives.

With ice:

old silver-tone print showing crowd of children and teens surrounding a wooden cart with a large thick box full of ice on top
Halfpenny Ices. From ‘Street Life in London’, 1877, by John Thomson and Adolphe Smith. LSE Library.

crowd of men and boys before a storefront watch a vendor chipping ice from a large block
Scraped Ice Seller on Hot Day. Photog unknown; Bain News Service. ca. 1910-1915. Library of Congress.

several boys bend at the waist to lick large blocks of ice in the street before a storefront
Licking Blocks of Ice on Hot Day. Photog unknown; Bain News Service. ca. 1910-1915. Library of Congress.

several women sitting outdoors smile for the camera as they hold palm-size chunks of ice to their mouths
Cooling down with an ice block under summer skies in New Zealand. George Silk. June, 1942. Collection of the Australian War Memorial.

And with lots of other water sources:

two young girls with their dresses tucked up wade in a deep pond to reach a toy sailboat
Two young girls reaching for a toy sailboat, Seattle, Washington. Vern C. Gorst. ca. 1929-1932. University of Washington Libraries. Digital Collections .

three young girls in white dresses under large trees that are flooded with water.  One of the girls sits on a swing while another pushes her over the water
Blue gums. Photog unknown. Ca. 1900. Powerhouse Museum Collection.

Several children  stand atop a concrete play structure while others below splash them with water
Public Playground on the Charles River, near Soldiers Field Road 06/1973. Ernst Halberstadt for Project DOCUMERICA. US National Archives.

a toddler in crisp white dress holds a running hose in a  garden
Toddler playing with a hose in a garden. Fassifern, Queensland, Australia. Ca. 1912. Photog unknown; State Library of Queensland.

young woman wearing large sunglasses and rolled up pants sits atop a metal culvert dipping her feet in the river running through it
Leakey Resident Cooling Her Feet in the Rio Frio, 07/1972. Marc St. Gil for Project DOCUMERICA. US National Archives.

And my favorite, just for how much fun they’re having:

two girls in shorts and shirts carry two other girls piggyback as they all smile in front of a fire hydrant flooding the street
Youngsters Cool Off With Fire Hydrant Water On Chicago’s South Side In The Woodlawn Community, 06/1973. John H. White for Project DOCUMERICA. US National Archives.

Copyright Decisionmaking Flowchart – Some Critical Reflections

Yesterday, a new infographic on copyright decisionmaking for teachers started making the rounds in my social media spheres. It originates from http://langwitches.org/blog/2014/06/10/copyright-flowchart-can-i-use-it-yes-no-if-this-then/

Because several people asked my opinion of it, and because several other people responded with concern equal to mine when I shared it, I thought it’d be worthwhile to post a review. I wanted to both praise the good parts, and highlight the parts that make me believe it should not be shared in its current form. If you like, you can skip to the parts about incorrect statements of law (smallish incorrect, huge incorrect). Or to the TL;DR overview graphic of my review.

(I intend to go through & add additional links to caselaw and statute when I have a bit more time.)

(There are not larger versions of the images, but I’ve tried to transcribe most of the text.)

GOOD PARTS

Parts of it are great! The section on owning your own work, and applying Creative Commons licenses to it is pretty good. I would share this with people (with one edit.)

Langwitches-CCsection.png

Likewise, the overall flowchart for copyright decisionmaking is lovely (in fact, I use roughly this process in one of my regular copyright
workshops to highlight options where use is straightforward.) I would, however, title it “Avoiding Copyright Challenges” or something else that indicates that this is only one of many possible thought processes for using other folks’ materials. You can start with fair use.

Langwitches-flow.png

The beginnings of the detailed flowchart on using other peoples materials are seriously excellent. I can see where the flowchart’s creators were going with this – trying to make life easier for teachers and students – and in this section, they have done so magnificently. I’d change some wording here and there if I were creating this from scratch, but I’d share these parts with others, if they were available separately.

Langwitches-CanIBasics2.pngLangwitches-CanIBasics.png

IFFY PARTS

In other parts of the chart, I have some disagreements with the framing of the issues, but that’s more a philosophical issue than a legal one. There’s also some minor misstatements of law in these parts.

Langwitches-Copyright-Footer-Top.png

Original: “The spirit of the copyright clause in the U.S. constitution is to encourage creativity, innovation, and the spread of knowledge. It is purposed to inspire individuals to contribute what they create to society. Copyright protection ensures that consumers will not pass off the work of others as their own, or reproduce, change, distribute, perform/display publicly without permission of the creator.”

Comments

  • Fully and completely endorse sentences 1 and 2.
  • Copyright law has almost nothing to do with assuring that people “will not pass off the work of others as their own” – only the Visual Artists Rights Act addresses attribution requirements under U.S. law. Plagiarism is not a separately articulable legal harm under U.S. law. “Passing off” may rise to the status of a legal violation if it’s copying that exceeds fair use, or if the lies rise to the level of fraud.
  • Copyright protection also does not ensure that “consumers” or anyone else won’t use the work without permission – copyright law explicitly allows many different uses without permission or payment, including under fair use – but also in classrooms, small businesses, or even recording and selling a cover song!

Langwitches-Copyright-Footer-Left.png

Original: “We suggest you create, don’t copy. The creator always holds the first copyright (until it is legally transferred) and may use the work in any way.”

Comments:

  • It’s true that creators own their works from creation until they transfer them away – most of the time. A chart like this doesn’t really need to deal with employer-owned works, works for hire, etc.
  • “Create, don’t copy” is a pretty silly statement. Some of our most lauded creators copied like heck. Copying IS PART OF THE NATURAL PROCESSES OF CREATION. The idea that copying and creation are different things is not a great dichotomy for teachers to be spreading.

Langwitches-Copyright-Footer-CL.png

Original: “When this is not possible, use works from the public domain (copyright expired or given away) or those registered with more flexible licensing agreements through sites such as Creative Commons. Even here, source citation is always essential.”

Comments:

  • Definitely do use public domain or CC works whenever you want to avoid dealing with questions of copyright and use.
  • This isn’t a full definition of the public domain, but whatevs, its sufficient.
  • “registered with more flexible licensing agreements through sites such as Creative Commons” is a REALLY WEIRD way of saying “whose creators have made available under a Creative Commons license.”
    Registration has nothing to do with copyright ownership (as is correctly noted elsewhere in the graphic!) Registration also has nothing to do with Creative Commons licenses, and you do not have to go through any site (including the CC’s own) to grant a Creative Commons license. I meet a lot of people who are confused about how to grant a CC license, and think you have to do something in a central licensing registry or something, so I’m pretty sure the phrasing in this part of the graphic will cause additional confusion.
  • Source citation is legally required under Creative Commons licenses.
    Source citation is not required by copyright law, and in any case public domain resources are no longer covered by copyright law, so source citation is not a legal issue at all with public domain materials.
    That said, yes, for proper educational use citation is essential – it’s just that the graphic mixes it up with legal requirements persistently.

Langwitches-Copyright-Footer-CR.png

Original: “If nothing besides the original work is sufficient, receive permission from the copyright holder.”

Comments:

  • No. If nothing besides the original work is sufficient, and you want absolute certainty about the legality of your use, TRY getting permission.
    The likelihood that a rightsholder will respond to an individual teacher or student (especially where the rightsholder is not an independent creator) is really low.

Langwitches-Copyright-Footer-Right.png

Original: “When none of these are viable possibilities, educators (along with journalists, commentators, critics, scholars and researchers) have the extra option of employing Fair Use rights.”

Comments:

  • EVERYONE has the option of employing fair use.
  • Fair use is available even when you -haven’t- looked for public domain or Creative Commons materials.
  • You do not have to ask permission before considering fair use. (Though asking permission and being denied because they don’t like your point of view can strengthen a fair use claim…)

Incorrect Part Smallish

Langwitches-Headerbit.png

Original: “Public Domain consists of works that are publicly available; works that are unavailable for private ownership or are available for public use.”

Comments: This isn’t so much incorrect as confusingly vague. The public domain consists of works to which copyright never applied, works in which the copyright has ended, and works that the creator has dedicated to the public domain (which is legally quite difficult to do.)
Using “publicly available” as a shorthand for public domain is a -particularly- confusing phrasing – lots of people think that anything they can find through an online image search is “public domain” because it is “publicly available.”

Original: “Fair Use is not law, but it is a legally defensible position based on balancing four factors: nature, amount, purpose, and effect. Determining Fair Use is always a case by case, critical reasoning process.”

Comments: FAIR USE IS MOST CERTAINLY LAW – which the creators know, because they immediately subsequently make reference to details of the Copyright Act. (17 U.S.C. § 107) This may be an attempt to paraphrase that bugaboo of fair-use-questioners: “Fair use is only a defense to copyright infringement.” There are quite a few detailed semantic arguments buried in that topic, but I kind of go with the fact that the law says “the fair use of a copyrighted work…is not an infringement of copyright”, as well as courts increasing tendencies to find fair use in declaratory judgments, during dismissal consideration, and at summary judgment, as a pretty solid footing of “not just a defense”.

INCORRECT PART HUGE

In my experience, teachers (and many librarians) often, understandably, desire certainty about the law. Unfortunately, fair use is a part of law that simply does not contain certainty. Clear black-and-white statements about fair use law, however much we may want them, are almost never correct explanations of the law.

The entire section of the flowchart detailing fair use contains multiple misstatements of the law (as well as a couple of other confusing inclusions.)

Langwitches-FairUse-Points.png

  1. “When in doubt, ask permission or don’t use the work.”
    This is, again, not a great dichotomy to establish as “preferred” – many, many creators do not respond to requests for permission. Others will happily tell users how much it would cost to do X, when X is clearly allowed under fair use or other copyright exceptions.
    As a workshop participant once put it, “Do you ask your barber whether you need a haircut?”
  2. Quite correct! Fair use is always case by case, and you can use your best judgment to make the call in your specific case.
  3. “You can make photocopies for your students to use in class, but cannot make a pdf file, upload and share on your classroom blog for students to download.”
    “You can use a curriculum handout or student activity (created by someone else) in your classroom, but you cannot share it on your classroom website.”
    I have no idea where these statements are coming from. There’s a nearby reference to “the Fair Use Guidelines”, which may mean the 1976 Classroom Copying Guidelines, but even if you were to give those the force of law (they are simply one non-legislative group’s opinion on a reasonable base interpretation of fair use) I really can’t see how these two statements are generated from the Classroom Copying Guidelines.
    You can certainly sometimes share materials online with your students.
    You can certainly sometimes share materials in class with your students.
    Sometimes, putting copies of something online for your students is not fair use.
    Sometimes, making paper copies of something and handing it out in class is not fair use!
  4. “Consider FUTURE use of the work. (Might you want to share or distribute your work in the future?)”
    This is actually a legit thing to consider as you decide to use other folks’ materials. Sometimes, fair use might cover copying for personal use, but would be more questionable for widespread distribution. However, it’s also worth considering elsewhere – do the Creative Commons-licensed materials you want to use allow for the kinds of downstream uses you want to make?
    Fair use is not defeated just because you want to distribute something online.
  5. “Use portion of work that contributes to educational goals & purposes” and “in some cases, this will mean using a clip or excerpt; in other cases, the whole work is needed.”
    Quite correct! Both of these things will contribute to a stronger fair use claim.
    However, the implication that these considerations are -only- relevant to users who are engaging in uses that are both educational and noncommercial is a bit problematic.
  6. “Whenever possible, educators should provide proper attribution and model citation practices that are appropriate to the form and context of the use.”
    As a standalone statement, I love this – especially the “appropriate to the form and context of the use” part – appropriate credit is very context sensitive.
    However, the chart implies that this has something to do with whether a use is fair or not, which it does not. (Which the chart sort of acknowledges elsewhere – see point 7.)
  7. “Attribute with name & info to help people find original source.” “Attribution in itself does not convert infringement into Fair Use.”
    I’m glad they included the second sentence somewhere in the chart. It’s the only acknowledgement that attribution is actually almost entirely orthogonal to fair use.
  8. “Your work needs to be transformative.” “Add new meaning to make it original”; “Ex. Criticism, news, commentary, or parody”, “Rework and use in different way”
    This is an exceedingly muddy representation of transformative use. (Especially in that it seems to suggest that the further-left statements are about transformative use and the further-right ones are about… some other mysterious thing that is not transformative use?
  9. “Fair Use DOES NOT apply if the goal is to establish a mood, convey an emotional tone, or exploit popular appeal. Ex. use of a song as a background music to a video.”
    This is flat-out wrong. Use of a song as background music to a video can be an exemplar of transformative use. (Note: that link is to an advocacy organization; however, the Library of Congress cited some of those videos, and some similar ones, as exemplary fair uses when it approved the DMCA exemption for noncommercial remix videos.) (Secondary note: some of those videos are powerfully disturbing. Well worth watching, though.)
    It’s true that using a song “as decoration” rather than because it is integral to the critical point you are making in a use is much less likely to be fair use, but it’s not true that that means it is conclusively not fair use.
  10. “The majority must be your OWN work.”
    Not so. The question of amount, with respect to fair use, has only to do with the proportion of the original work that is being used. For example, this critical remix video has been repeatedly challenged as a fair use by various rightsholders, and those challenges have been repeatedly revoked when the creators invoke fair use.

Every single one of the “You can’t claim Fair Use” statements is incorrect.

  1. Chart paraphrase: You’re not going to distribute online/outside the classroom, but you’re not engaging in both noncommercial and educational use, therefore you can’t claim fair use.
    Reality: Fair use is available to commercial users, and to non-educational users. See, for example, Campbell v. Acuff-Rose.
  2. Chart paraphrase: You’re not going to distribute online/outside the classroom, and you’re a noncommercial and educational user, but you’re using a portion that doesn’t contribute to your educational goals and purposes, therefore you can’t claim fair use.
    Reality: No single fair use factor is determinative, so you can’t conclude “not fair use” just because their “amount” is big. That said, using more than is reasonable for your purpose is a good way to weaken your fair use argument.
  3. Chart paraphrase: You’re are distributing online/outside the classroom, but you’re not engaging in both noncommercial and educational use, therefore you can’t claim fair use.
    Reality: WRONG. Fair use is available to commercial users, and to non-educational users. See, for example, Campbell v. Acuff-Rose.
    Note also, that distribution online does not somehow magically weaken a fair use case that would otherwise be okay offline. Online distribution can contribute to causing market harm, which may weaken a fair use argument, but for example, when there is no market to be harmed, the mode of distribution is likely to be irrelevant.
  4. Chart paraphrase: You’re distributing online/outside the classroom, and your use is noncommercial and educational, but you haven’t “add[ed] new meaning to make [your use] original”, therefore you can’t claim fair use.
    Reality: This is, as I said above, a very muddy way of explaining transformative use. (I’m not sure there are un-muddy ways to do so, so the flowchart creators have my sympathies…)
    Transformative use can arise when the user is adding new meaning to a copied work. That’s true. But you don’t have to be an educational noncommercial user, nor do you have to be distributing online/outside the classroom, to claim transformative use.
  5. Chart paraphrase: You’re distributing online/outside the classroom, and your use is
    noncommercial and educational, but you haven’t “rework[ed] and use[d] in a different way”, therefore you can’t claim fair use.
    Reality: This phrasing seems to suggest a different angle on transformative use, and again, is correct that reworking a use and using something in a different way can strengthen a fair use argument as transformative use. But again, you don’t have to be an educational noncommercial user, nor do you
    have to be distributing online/outside the classroom, to claim
    transformative use.
  6. Chart paraphrase: You’re distributing online/outside the classroom, and your use is
    noncommercial and educational, but you’re using more than a small portion of the original work, therefore you can’t claim fair use.
    Reality: Fair use sometimes encompasses use of the whole work, especially when that amount is necessary to accomplish the kinds of purposes that are looked on favorably in fair use. Which the flowchart acknowledges in the other column of fair use analysis (i.e., point 6, above), so it’s particularly maddening to have it suggest that the fact that work is being used online suddenly torpedoes all the subtlety of how the amount relates to the user’s purpose.

TL;DR – a picture

Langwitches-Copyright-Flowchart-TLDRNotes.png

Final note 1: all my edited/commented derivative images, to the extent they have enough additional authorship to constitute separate copyrights, are licensed under a Creative Commons BY-SA license.

Final note 2: Why did teachers teaching in Brazil spend this much time on a flowchart for US law?

Seriously?

Something is wrong with your organization if you want a letter that includes the following language:

“…we cannot give you “permission” or “approve” your use;
permission is not ours to give. Some uses may be allowed as fair uses, or under
other copyright exceptions. It is your responsibility to assure that your use
of the materials is permitted under applicable law. We cannot and will not bear
any responsibility or liability for your use of the materials. However, we also
have no objections to your use.”

Literally, this letter is saying NOTHING. And yet, I send several of these a year.

Crabby about credit

I begin to understand how completely frustrated pro photographers are by internet image-sharing behaviors.

Today’s fun:

photo of an egg decorated to look like a Dalek, shared on George Takei's Facebook pageSo, okay, I know I’ve said before that I don’t care that much when people use my image. That’s absolutely still true. But I do care about publicizing Creative Commons licenses. And I care considerably more that photographers who make a living from their work get credit for it, and that George Takei’s very popular Facebook page is -TERRIBLE- about crediting image sources.

(Yes, yes, I’m also a massive fair use fan, and yes, this is arguably fair use. But 1) even when it is fair use, not crediting is douchey. (Though not usually a copyright violation.) But also 2) this is not remotely transformative, nor is it news reporting or commentary, and it’s definitely commercial use. For all that Takei’s FB page takes some of the form of a personal page, it very much isn’t. (Dude’s career rebound, which is awesome, has gotta be partially credited to this page.) I really do think personal noncommercial uses like J. Random Internet posting to Reddit or zir Tumblr or whatever are often fair use.)

Anyway, here’s the email I sent his team:

—————————————————————

Hi,

You have the right to use my Dalek egg photo – IF you comply with the terms of the Creative Commons license under which I released it. Which you have not.

It would not be at all difficult for you to do a two-second google search and find the source of the image, since I’m a copyright lawyer, and have several times written
about the copyright and Creative Commons issues involved in the rampant unauthorized reuse of my photo online (despite the fact that all it takes for the use to be authorized is to provide the full credits necessary under the Creative Commons license).

I know you’re an incredibly popular image-sharing FB page, and I know you don’t usually bother to provide credit, so I’m not feeling nearly as charitable as I was when I corresponded with ThinkGeek about this last week.

I’m not requesting that you take the image down, I’m requesting that you fix the post to comply with the terms of the Creative Commons license. If you can’t do that, then I’ll report the unauthorized use to Facebook, for them to take it down.

Full details on how to -correctly- comply with the Creative Commons license here: https://copyrightlibrarian.com/copyrightlibn/2014/04/its-almost-easter-so-it-must-be-time-to-talk-about-daleks-again.html
—————————————————————

We’ll see what comes of that.

ETA (4/22, 8:09am Cntrl) – They fixed it, beautifully! Good on them!

Takei's FB post edited to include credit, link to original, and full acknowledgement of the Creative Commons license.

Meanwhile, a lawyer friend, Mike Sadowitz, has figured out my long con here:

Facebook comment - But what a fun way to police things! Make something super popular that turns into a meme and is widely and predictably circulated at the same time every year. Teach people about copyright. Become the most famous copyright librarian of all time. Profit.-Totally- how I planned it. (Except not. Happy Birthday again, Dalegg-owner!)

Second edit (4/22 am): last night, a very polite person on Twitter pushed me on my suggestion in the email that I would report their use to Facebook for takedown. I don’t agree that this is obvious fair use (as I said, commercial, non-transformative), but I do agree that reporting this would ultimately harm actual individuals just sharing content with their friends, and that I -wouldn’t- have exercised the takedown notice option for just that reason. So saying I would was kinda obnoxious, and I shouldn’t have done so.

It’s almost Easter, so it must be time to talk about Daleks again…

If you’ve read the saga of the Dalek egg, you know that I made an easter egg that looks like a Dalek (from the TV show Doctor Who) as a gift for a friend a few years back, and posted my photos online with a Creative Commons Attribution license. It keeps making the rounds.

An easter egg decorated to look like a DalekLast night, I got a message from a friend on Facebook –

Message - Thinkgeek shared your Dalek egg an hour ago on Facebook and it already has 3,400 likes!As always, I’m more curious than anything else about how, why, and whether users provide credit. ThinkGeek had gotten close – providing both my Flickr username and a link back to the original image, but there was no mention of the Creative Commons license. Which is, in my mind, a really key element of using CC images, and the thing users most often leave out.

I think people omit mentioning the CC license, because the general ideas around credit are that the creator’s -name- is the most important thing. And online, linkbacks, I guess.

But the thing with Creative Commons is, other people don’t know CC exists unless they see it mentioned. To me, the most important part of crediting my images is acknowledging the CC license!

It’s true lots of people don’t know about that part of CC licenses, but the friend who sent me the initial link does, and she’s not a copyright geek. (She’s all kinds of other wonderful kinds of geek, but not a copyright geek.)

Me - Did they actually do the CC license credit - Her - They linked to your Flickr and used your username but did not mention the license. So close?Mostly, I ignore people misusing the Dalek egg images online. But I love ThinkGeek, so I sent them a message.

—————————————————————-
Hey there, that’s my dalek egg you’re using to drive traffic on your page. While you and the rest of the world are -more- than welcome to make use of the image under the terms of its Creative Commons license, you are not actually meeting the terms of my Creative Commons license.

You’ve managed to credit me by username, which is awesome and -is- required by the license, so well done there. You’ve also linked to my Flickr page, which is also awesome and more than most commercial users have managed.

You have neglected to include the title of the image (which I don’t really care about, but is required by the terms of the license). More importantly, you’ve -neglected to mention that you’re using it under a Creative Commons license- which is required by the license, and about which I care really a lot, because how are people going to learn about the awesomeness of Creative Commons if people omit the “what license I’m using it under” part of the use requirements?

I’m only really hassling you about this because I think ThinkGeek is pretty cool, and I think you can do better than this. Lots of online idiots have used it without any credits or anything, and I don’t bother with them. Prove me right that you’re good peoples?
—————————————————————-

AND THEY FIXED IT! (Their first attempt wasn’t quite right, but then they got it absolutely perfect.)

screenshot of the Dalek egg photo on the ThinkGeek Facebook page with full credit and an acknowledgement of the CC Attribution license
Also, 7,660 likes? The internet is really weird about Daleks.
————————————————————

Additional observation from a friend – BoingBoing didn’t follow Creative Commons Attribution practices any better when they first blogged it in 2010, but as a news org, they have a little better claim to have been making a fair use copy (and thus not needing to follow the terms of the CC license, because they aren’t making use of the license.)  On a -very- quick overview of about four recent photos, they seem to not have very consistent captioning/credit practices.

Joys of the Public Domain: Getcher “Lean In” Images Here!

I’m deeply ambivalent about the whole “Lean In” thing. Much less so about the very cool “Lean In Collection” from Getty Images, which aims to create stock photography that doesn’t reinscribe stereotypes.

However, you do still have to pay for/license uses of the Getty Images. This morning I was showing someone how to search the cultural institution “Commons” collections on Flickr, and discovered to my delight that searching for the word “scientist” returns PILES of historical images of women in science (many from the Smithsonian) – all of which have “No Known Copyright Restrictions”!

Here’s a few of my favorites – do click through to the full image files to read the fascinating stories of these scientists!

First, this delightful series of portraits of Norwegian zoologist Kristine Bonnevie:
PortrettavKristineBonneviesomung.jpg PortrettavKristineBonnevie-middle.jpg PortrettavKristineBonnevie-older.jpg
Portrett av Kristine Bonnevie som ung, Portrett av Kristine Bonnevie, and Portrett av Kristine Bonnevie – all courtesy Nasjonalbiblioteket / National Library of Norway

Also quite liked the caught-in-motion feeling of this snapshot of marine biologist Cornelia Maria Clapp
CorneliaMariaClapp-Smithsonian.jpg
Cornelia Maria Clapp (1849-1934), courtesy Smithsonian Institution

But there are so many nifty portraits in here, that I decided to focus on pictures of the scientists -at work-. Which is still tons & tons of pictures.

LiseMeitnerwithScienceTalentSearchFinalists1946-Smithsonian.jpg

Archaeologist Anne Stine Moe Ingstad (1918-1997). Created by National Geographic Society, courtesy Smithsonian Institution.
AnnaChaoPai-Smithsonian.jpg
Geneticist Anna Chao Pai (b. 1935). Photographer: Ted Burrows. Courtesy Smithsonian Institution.

AlmaWhiffenBarksdale-Smithsonian.jpg

Botanist/mycologist Alma Whiffen Barksdale (1916-1981). Courtesy Smithsonian Institution.

JeanneHelenOsiecki-Smithsonian.jpg
Polymer chemist Jeanne Helen Osiecki (b. 1926). Courtesy Smithsonian Institution.

CeciliaHelenaPayneCaposchkin.jpg
Astrophysicist Cecilia Helena Payne Gaposchkin (1900-1979).
Courtesy Smithsonian Institution.

RuthColvinStarrettMcGuire.jpg

Plant pathologist Ruth Colvin Starrett McGuire (1893-1950). Photographed by
United States Dept. of Agriculture, courtesy Smithsonian Institution.

BerthaParkerPallan[Cody].jpg
Archaeologist Bertha Parker Pallan [Cody] (1907-1978). Courtesy Smithsonian Institution.

GertrudeVanWagenen.jpg
Biologist Gertrude Van Wagenen (1893-1978). Courtesy Smithsonian Institution.

MaryAgnesChase.jpg

Botanist Mary Agnes Chase (1869-1963), sitting at desk with specimens. Courtesy Smithsonian Institution.

MurielEMussellsSeyfert.jpg

Astronomer Muriel E. Mussells Seyfert (b. 1909).Courtesy Smithsonian Institution.

MaryAliceMcWhinnie.jpg
Biologist Mary Alice McWhinnie (1922-1980).  Courtesy Smithsonian Institution.

RubyHirose.jpg
Biochemist/bacteriologist Ruby Hirose. Courtesy Smithsonian Institution.

FredericaAnnisLopezdeLeodeLaguna.jpg
Anthropologist Frederica Annis Lopez de Leo de Laguna (1906-2004), standing and talking at meeting with Kaj Birket-Smith (1893-1977). Photographer: Fremont Davis. Courtesy Smithsonian Institution.

JaneBlankenshipGibson.jpg
Chemist Jane Blankenship Gibson. Courtesy Smithsonian Institution.

DoritaAnneNorton.jpg

Crystallographer Dorita Anne Norton (1931-1972). Photographer: Don Glena. Courtesy Smithsonian Institution.

Chien-shiungWu.jpg
Experimental physicist Chien-shiung Wu (1912-1997), in 1963. Courtesy Smithsonian Institution.

DrBerylNashar.jpg
Geologist Dr Beryl Nashar, 1955. Courtesy State Library of New South Wales.

Spring 2014 Copyright Workshops open for signup!

Upcoming workshop sessions at the University of Minnesota. Non-UMN folks are welcome, but please check in with the instructor first (especially for the online sessions)!

Copyright In The Classroom (and Online)
Can you show a movie in class? Can you distribute copies of a newspaper article? What are
you allowed to post on your Moodle site, anyway? What about your
students’ work, or their online postings? This workshop focuses on
copyright issues in the classroom, and in teaching online. Learn how the
library can help you with electronic reserves and links to subscription
materials. No direct legal advice will be provided; this workshop is
informational in nature.
Primarily intended for individuals currently teaching at the University. NOT eligible for RCR continuing education credit.

Monday, March 24, 2014
10:00 am – 12:00 pm
Magrath Library Instruction Room (Room 81)
Register

Thursday, March 27, 2014
2:00 pm – 4:00 pm
S30A Wilson Library
Register

Monday, April 21, 2014
1:00 pm – 3:00 pm
Online-only interactive session
Register

Know Your Rights: Copyright Essentials for Authors and Creators
How many copyrights do you own? How long will they last? Can you post
your paper online? Can someone else quote from your paper in their own?
This workshop will provide a solid grounding in some of the elements of
copyright law that are essential to scholarship, teaching, and research.
Learn more about protections in the law for educators, and about your
rights as an author or creator. Discuss and debate with your peers about
some of the burning questions in the field, and enjoy exploring some
entertaining and thought-provoking examples. No direct legal advice will
be provided; this workshop is informational and educational in nature.

Primarily intended for faculty, researchers, and graduate students engaged in the scholarly writing & publishing process. Satisfies RCR continuing education awareness/discussion requirements.

Thursday, April 10, 2014
10:00 am – 12:00 pm
310 Walter Library
Register

Friday, April 11, 2014
10:00 am – 12:00 pm
Online-only interactive session
Register

Wednesday, April 16, 2014
1:00 pm – 3:00 pm
Magrath Library Instruction Room (Room 81)
Register

Can I Use That?: Dealing with Copyright in Everyday Life
Quotation, criticism, review, collage, parody – Copyright presents some
big challenges in all of these situations! Participants in this workshop
will develop an understanding of the complexities of copyright by
exploring examples from visual arts, music, and video, as well as
academic research and writing. Expect to think hard, discuss a little,
and have fun! No direct legal advice will be provided; this workshop is
informational in nature.

Primarily intended for faculty, researchers, and graduate students engaged in the scholarly writing & publishing process. Satisfies RCR continuing education awareness/discussion requirements.

Monday, April 14, 2014
10:00 am – 12:00 pm
Magrath Library Instruction Room (Room 81)
Register

Thursday, April 17, 2014
2:00 pm – 4:00 pm
310 Walter Library
Register

Wednesday, April 30, 2014
10:00 am – 12:00 pm
Online-only interactive session
Register

Where copyrights come from (part I) – Copyediting does -not- create a new copyright

In US law, copyright magically comes into existence when someone creates an original work of authorship. The copyright is actually based in the original expression contained in the work, not whether there was effort involved in the work’s creation. So for the specific arrangement of words (+/- images) that make up a particular journal article, there is definitely a copyright in the final (post-review) manuscript – but subsequent changes that do not substantially alter the expression in that manuscript do not themselves create a new copyright.

So when an author transfers the copyright “to an article”, they unquestionably transfer the copyright in the final manuscript -and- the copyedited, typeset version of that manuscript. The original expression in those two versions of the article is -one and the same-, and thus, so is the copyright. 

I have personally gotten pushback on this point, and seen public disagreements on this point, from both authors and publishers. The substance of publishers’ disagreement has usually focused on the value that they add to the author’s contribution – but the absence of a copyright in a particular product or activity does not equate to an absence of value. Copyrightability is not a commentary on value, it’s reflective of -original expression-. Publishers add value (varying amounts, depending on publisher, sometimes) through managing peer review, copyediting, typesetting, and other services – but unless they contribute significantly different and new authorial expression, these valuable services don’t have any relation to copyright.

Most of the authors I’ve seen contesting the idea that the copyright in a final manuscript and the typeset published article is the same, on the other hand, have had a different disagreement – they’re pretty sure they’re allowed to post their final manuscript online, but that the typeset version is in the exclusive purview of the publisher. In many cases this is a true statement, but not because those different versions of the article present different copyrights, with the copyright in the manuscript belonging to the author and the copyright in the typeset version belonging to the publisher. Authors who have transferred their full copyright to their publisher are often allowed to post final manuscript versions – or sometimes, pre-peer-review manuscript versions – by publisher policy, or by a specific clause in the publication agreement. 

Where neither publisher policy nor any extra publication contract clauses allow posting manuscript versions of an article, authors who have transferred away their copyrights do not have the right to post those versions. (Except to the extent that any other non-owner individual might have the right to copy or post the article, fair use or otherwise.)

This seems to be a controversial statement to many people who read Kevin Smith’s blog post last week (which was itself partially in response to the surprise of authors who’ve received takedown notices about self-posted copies of articles in the last few months.) I said on Twitter, and say here again, that there seems to be an element of wishful thinking in this ‘controversy’ from authors who have not been paying much attention to their publication contracts until recently (or at all.) If the manuscript and the typeset version of the article are different copyrights, then they haven’t been transferring -tons of control over their works- to publishers.

But if that’s true, there’s no reason for SHERPA/RoMEO to exist. There’s no reason several authors I’ve talked with have received quotes for the permissions fees needed to include their own previously published works in (newly typeset) retrospective volumes. There’s no reason why, when an author wants to re-use a figure from an earlier publication, most publishers require authors to get permission from the publisher of the earlier publication.

The details of publication contracts matter

(While I love the resources that library folk at UMN and elsewhere have developed to help academic authors understand what they own and what publication contracts do, I also encourage authors to consider some of the resources available for/by freelancers who work on other aspects of content production. From certain perspectives, academic authors look a lot like freelancers producing content for publishers. Katie Lane at Work Made For Hire has some eminently readable, and relevant, stuff – check out points 2 and 3 of this post on contracts, for example.)

————————————————————————————

Obviously, this post is a response to the response to Kevin Smith’s piece
from last week in which he addressed longstanding confusion around copyright in
different versions of a published article, and in what kinds of things
authors can do with different versions of their articles. I had a really interesting exchange on Twitter this morning with Charles Oppenheim, who wrote a detailed response to Kevin’s post, arguing that Kevin is incorrect. I still agree overall with Kevin’s analysis, which he clarified in another post today – but I do agree that at some point, different versions of a work can be
legally separate entities. I’m not sure that point is where Charles thinks it is – that is, I’m not sure that the pre-review draft has a separate copyright than the version that contains post-review edits (in his article, he uses the useful shorthand of “D” for draft, and “F” for final manuscript.) If the pre-review draft has a separate copyright, why do some publisher self-archiving policies distinguish what can be done with “D” and “F” (subsequent to a transfer of “the copyright” in an article)?

I think the disagreements of these thoughtful commentators really lodge in the nuances of rights in works developed
over time, through major revision. If copyright arises at the “moment” of creation, what are the relevant moments? In law school, I had a computer that shut down unpredictably, so I developed a “Ctrl-s” reflex. I’m pretty sure there are not 693 different copyrights in my 3L independent study paper, but I’m also pretty sure that some of my drafts contained entirely unrelated expression (yay starting over partway through) and thus would have different copyrights.

These nuances are something I do want to dig in further on; hopefully in another blog post soon (hence, “part I” above). The way
copyright law deals with issues like the “moment” of
creation, what constitutes a derivative work, and “substantial similarity” is not very
responsive to the actual processes of human creativity. Not that this is
news, really; the relationship between copyright and reality is fraught
in general.

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