January 2012 The Educator’s Guide to Copyright Little Buffalo Law & Consulting Little Buffalo Law & Consulting What is copyright? Copyright law protects original works of authorship fixed in a tangible medium of expression. Ideas and concepts cannot be protected by copyright. To be protected by copyright, a work must contain at least a certain minimum amount of authorship in the form of original literary, musical, pictorial, or graphic expression. Names, titles, and other short phrases do not meet these requirements. Original works of authorship include the following: Copyright defined: Copyright law protects original works of authorship fixed in a tangible medium of expression. · Literary works · Musical works, including any accompanying words · Inside this handout: Copyright notices 2 Copyright registration 2-3 Works made for hire 4 Licensing use of your 5 copyrighted works Faculty created works 6 TEACH Act 7 Public domain 8 Fair use and obtaining permissions 9 Supplementing course materials 10 Dramatic works, including any accompanying music · Pantomimes and choreographic works · Pictorial, graphic and sculptural works · Motion pictures and other audiovisual works · Sound recordings · Architectural works What rights do copyright owners enjoy? the right to reproduce their work the right to distribute their work the right to create derivative works the right to publicly display their work the right to publicly perform their work. in the case of sound recordings, the right to publicly perform the work by means of a digital audio transmission. Copyright protection is automatic No publication or registration or other action in the Copyright Office is required to secure copyright. For works published on and after March 1, 1989, copyright is secured automatically when the work is created (even if the © symbol is not affixed to the work). Be aware, though, that although the use of the copyright symbol is no longer required, it sometimes is beneficial. Use of the notice informs the public that the work is protected by copyright, identifies the copyright owner, and shows the first year of publication. Page 2 The Educator’s Guide to Copyright Copyright notices Copyright notices have three components: 1. The symbol © (the letter C in a circle), or the word "Copyright," or the abbreviation "Copr."; The copyright symbol 2. The year of first publication of the work; and 3. The name of the owner of copyright in the work, (which includes an abbreviation by which the name can be recognized, or a generally known alternative designation of the owner). For example: © 2012 John Doe The "C in a circle" notice is used only on "visually perceptible copies." For musical, dramatic, and literary works whose copies actually are sound or audio recordings, use the letter “P” in a circle. Although a copyright notice is not required, in the case of infringement, if the work carries a proper notice, courts will not give any weight to a defendant’s argument that the infringement was innocent. Registering a copyright “Registration may be made at any time within the life of the copyright.” Copyright Office fees Please note, Copyright Office fees are subject to change. For current fees, check the copyright website at www.copyright.gov, write the Copyright Office, or call (202) 707-3000. In general, copyright registration is a legal formality intended to make a public record of the basic facts of a particular copyright. Registration is not a condition of copyright protection. Registration does provide some advantages, though. Registration establishes a public record of the copyright claim. Registration also allows an injured party to recover statutory damages and attorney's fees if infringement is proved in a court of law. (Absent registration, recovery is limited to an award of actual damages.) Registration may be made at any time within the life of the copyright. Basic Registrations (Fee to accompany an application and deposit for registration of a claim to copyright as of March 2011.) Form TX or Short Form TX $35/65 Form VA or Short Form VA $35/65 Form PA or Short Form PA $35/65 Form SE or Short Form SE $35/65 Form SR $35/65 Form GATT $35/65 Form GR/CP (this form is an adjunct to Forms VA, PA, and TX) No additional charge January 2012 Page 3 Registering works—electronic copyright office The electronic copyright office at www.copyright.gov allows easy registration of lesson plans, manuscripts, classroom activities, and other original material: Advantages include: Lower filing fee of $35 for a basic claim (for online filings only) Fastest processing time Online status tracking Circulars, announcements, regulations, other related materials, and all copyright application forms are available via the Internet: www.copyright.gov Secure payment by credit or debit card, electronic check, or Copyright Office deposit account The ability to upload certain categories of deposits directly into eCO as electronic files. Available 24 hours a day, except for routine maintenance every Sunday from 12:00 midnight to 6:00 AM Eastern Time Paper versions of Form TX (literary works); Form VA (visual arts works); Form PA (performing arts works, including motion pictures); Form SR (sound recordings); and Form SE (single serials) are still available. The fee for a basic registration using one of these forms is $65 payable by check or money order. Names, titles, and short phrases or expressions are not subject to copyright protection. Even if a name, title, or short phrase is novel or distinctive or if it lends itself to a play on words, it cannot be protected by copyright. However, some brand names, trade names, slogans, and phrases may be entitled to protection under the general rules of law relating to unfair competition, or they may be entitled to protection and registration under the provisions of state or federal trademark laws. The name “Sherlock Holmes” is protected by trademark law. Page 4 The Educator’s Guide to Copyright Works made for hire Copyright law defines “works made for hire” as follows: 1. Works prepared by an employee within the scope of the employee’s employment; or “The „work for hire‟ agreement actually transfers the copyright from the author to the entity, unless there is a written agreement to the contrary signed by both parties.” 2. Where works are specially ordered or commissioned and the parties expressly agree in a signed, written instrument that the works are made for hire, including the following: a contribution to a collective work; a part of a motion picture or other audiovisual work; a translation; a supplementary work; a compilation; an instructional text; a test; answer material for a test; an atlas. Transfer of copyright When an author signs a “work for hire” agreement, the author transfers all rights to the work. The entity for whom the author works has the right to copy, distribute, modify, publish, and even re-sell the work. The “work for hire” agreement actually transfers the copyright from the author to the entity, unless there is a written agreement to the contrary signed by both parties. made. Term of copyright The term of copyright protection of a “work made for hire” is 95 years from the date of publication or 120 years from the date of creation, whichever expires first. (A work not “made for hire” is ordinarily protected by copyright for the life of the author plus 70 years.) Individuals who enter into such an agreement must substantially modify any work sold as a “work made for hire” before they can sell the work again. It is not sufficient to just reformat the work or change a few words. The work must be modified sufficiently to avoid a claim of infringement by the entity for whom the work was Transferring copyright Minors and copyright Minors may claim copyright, but state laws may regulate the business dealings involving copyrights owned by minors, including a minor’s right to enter into a contract. Transfers of copyright generally are made by contract. In fact, the transfer of exclusive rights is not valid unless the transfer is in writing and signed by the owner of the copyright or his/her authorized agent. Transfer of a copyright on a non-exclusive basis (e.g. granting permis- sion for one-time use in a publication or granting permission to a teacher who asks if she can copy and distribute student authored poems to her high school literature class), does not require a written agreement. Copyright may also be transferred as a part of the copyright owner’s estate upon death. January 2012 Page 5 Licensing use of copyrighted works Copyright owners control the use of their copyrighted work. No one other than the copyright owner may copy, print, or distribute the work; publicly perform the work; or create derivative works from the work without permission from the copyright owner. Copyright is unique, however, in that it is a divisible right. (It is more like a bundle of rights than a single right.) Copyright owners may allow others to use their works either by granting permission for such use or licensing (charging a fee for) such use. Below is a sampling of the types of agreements schools, colleges, and universities may enter into with faculty, staff, and third parties. Type of Agreement Purpose of Agreement Comments Sponsorship Agreements Written agreements between a sponsor and a school, college or university. These agreements may include multiple parties, including faculty who participate in the creation of copyrighted works. Copyright ownership is commonly delineated/restricted in these agreements. Collaboration Agreements Collaboration agreements are used when schools, colleges or universities participate in projects with other outside persons or organizations to meet identified student, citizen, community, and industry needs. Agreements regarding the ownership of copyright and other intellectual property in the created works, including work by participating faculty and staff, are incorporated into these agreements. Equitable Distributions Equitable distributions result when schools, colleges or universities execute agreements with individuals, corporations, or other entities outside the school district for economic gain using intellectual property owned by the college or university. The proceeds of the equity distribution are shared among the creators of the work, which may include participating faculty and staff, in accordance with the specific terms of the equity distribution agreements. Special Commissions When schools, colleges or universities spe- These agreements must be in writing. cially commission work from faculty or staff, and such works are identified by the school, college or university as specially commissioned at the time the works are commissioned, the copyright and other intellectual property rights in the work belong to the school, college or university. Post –creation assignments of copyright Faculty and staff may agree to assign some or all of their intellectual property rights to a school, college or university. Similarly, a school, college or university may assign some or all of its rights in a work to any person or entity, including the faculty and staff who helped create it. Parties to these agreements commonly reserve some rights for themselves (e.g. a royalty free, irrevocable license to use and copy the work; the right to share in proceeds from the commercialization of the assigned work). These agreements must be in writing. Page 6 The Educator’s Guide to Copyright Faculty Created Work and MnSCU Board Policy 3.26—an example of one higher ed system’s approach to faculty created work. January 2012 Page 7 The TEACH Act The Technology, Educational and Copyright Harmonization Act (TEACH Act) passed in 2002 is a revision to the section of copyright law that deals with the performance and display of copyright protected works in distance education settings. It was intended to bring the distance education rules relating to the performance, showing and display of copyrighted works more into line with the rules for face-to-face classroom instruction. Although the TEACH Act provides some expanded opportunities for educators in distance education settings, restrictions still abound and many educators find themselves relying on the more estab- lished “fair use” rules to guide them in their decisions about when it is appropriate to use another’s work. Frequently asked questions about the TEACH Act What is the TEACH Act and how does it apply to me? The TEACH Act is the name given to the law that revised the educational performance and display exemptions of the copyright law. It applies to educators involved in all forms course has concluded. How has the TEACH Act changed copyright law? The TEACH Act allows educators to deliver more materials electronically than was allowed could show the entire movie to class time instruction, as op- students in a face-to-face set- posed to activities educators ting. might assign as part of the What other restrictions are placed on performance, showing and display? under the old law. For exam- A number of restrictions gov- ple, under the TEACH Act, ern the electronic delivery of students’ work outside of class. Educators may not electronically deliver works for student viewing outside of regular classroom time Does the TEACH Act apply education may perform a dra- (unless making the works these works. These include the available to the students condition that the performance qualifies as “fair use” ). Fac- to all educational settings? matic reading of a short story or display of the work be made of distance education. No. The TEACH Act applies only to accredited non-profit educational institutions that have policies on the use of copyrighted materials. The institutions also must have technology in place that will reasonably prevent the recipients of transmitted material from distributing the material or retaining the material after a educators involved in distance can with students in a face-to- ulty members should conby, at the direction of, or under sider the market impact of the actual supervision of an making materials available face setting. The Act only instructor as an integral part of electronically for students. If allows for the display of a class session. making the materials available The TEACH Act refers to electronically eliminates the “systematic mediated in- need for students to purchase structional activities,” what the materials, problems may does that mean? arise under the TEACH Act for their students, just as they “reasonable and limited portions” of dramatic works, though. Educators may not show an entire movie to their remote students even if it is directly related to course con- This refers to the activities tent and even though they educators would engage in during the course of actual and copyright law, generally. Page 8 The Educator’s Guide to Copyright Public Domain Certain works are not eligible for copyright protection. These works are considered to be in the “public domain.” There are no copyright restrictions on the use, photocopy ing, and reproduction of these works (unless the work is otherwise protected, as in the case of trademark, for example). Works in the public domain include works that never were copyrightable, as well as works for which the copyright has expired and include the following: Government publications. Works prepared by an officer or an employee of the U.S. government as a part of that person’s official duty are not copyrightable. Non-copyrightable works. Works not fixed in a tangible medium of expression or that employ less than “minimal creativity” are not copyrightable. Copyright protection does not apply to slogans, titles, or character names. Works excluded from protection by statute. Sometimes, copyrighted works may be used without permission because the particular use being made of them falls within a statutory exception to the copyright law, such as “fair use.” Works for which copyright protection has expired. The duration of copyright protection for any particular work depends on the law in effect at the time of the work’s creation (see the chart below). The only sure rule of thumb is that all works published before 1923 are in the public domain. When copyrighted works pass into the public domain Date of Work Conditions Term Published before 1923 None In the public domain. Published from 1923 through 1963 When published with notice 28 years + could be renewed for 47 years, now extended by 20 years for a total renewal of 67 years. If not so renewed, in the public domain Published from 1964 through 1977 When published with notice 28 years for first term; now automatic extension of 67 years for second term. Created before 1/1/1978, but not published (or published without a copyright notice) 1/1/1978, the effective date of the 1976 Act that eliminated common law copyright Life + 70 years or 12/31/2002, whichever is later. Created before 1/1/1978, but published between then and 12/31/2002 1/1/1978, the effective date of the 1976 Act that eliminated common law copyright Life + 70 years or 12/31/2047, whichever is later. Created 1/1/1978 or after When work is fixed in tangible medium expression Life + 70 years (or if corporate authorship, the shorter of 95 years from publication or 120 years from creation). Based on a chart by Lolly Gasaway, University of North Carolina at www.unc.edu/~unclng/public-d.htm January 2012 Page 9 Obtaining permission to use another’s work When requesting permission to use a copyrighted work, it is important to clearly describe the manner in which you intend to use the work. The more information you provide for the owner’s consideration, the more likely the owner will be to grant permission. 1. Describe your audience: How many copies will you make? Who will receive the copies? How will you limit others from accessing the work? (e.g. if you are posting on a website, is the website password protected?) 2. Describe the work you want to use: What specifically do you want to use? (e.g., the title of the work; date of publication, etc.) How much of the work do you want to use? If you intend to use only a portion of the work, describe the portion. 4. Describe why you want to use the work: Why is it important to use this particular work? Is your purpose commercial, nonprofit, or educational? 5. Describe how and where you want to use the work: How and where will the work be used? (e.g. if you want to use someone’s work in an article you are writing, where will the article be published?) Information about how and where the work will be used factors heavily into an owner’s determination about whether to grant permission. 6. Accommodate the owner. Provide the owner with information about how to reach you if questions should arise and be prepared to abide by the owner’s use restrictions. Honor the owner’s requests regarding the size and placement of the credit line. 3. Describe when and how long you want to use the work: Do you intend to use the work only briefly or are you seeking continuing permission to use the work for a longer period of time? If you want to use the work for a specific period of time, delineate the time period. Permission fees generally are tied directly to the length of time you want to use the work. When you can’t get permission If you cannot get permission to use a work, limit your use of the work to “fair use” or use an alternative work in its place for which you can get permission. The “fair use” exception to copyright The “fair use” exception to copyright law allows you to use someone else’s copyrighted work in limited instances without the permission of the copyright owner. In determining whether your use qualifies as a “fair use,” four factors must be evaluated: 1. Your purpose or reason for using the work (non-profit, teaching, and research uses are allowed more frequently than commercial uses); 2. The nature or characteristics of the work you want to use (the use of factual, historic, or scientific works is favored over the use of fictional and other highly creative works); 3. 4. The amount and substantiality of the portion of the work you want to use (this requires an evaluation of the quality and the quantity of the work you want to use, not a straight word count. Steer away from using large portions of a work or portions of the work that are considered key or central to the work); and The effect of your use of the work on the marketability or value of the work. (If your use negatively affects the sale or value of the work, it is not likely to be viewed as “fair use.”) Applying the four factors can be difficult. Unfortunately, copyright law does not provide hard-and-fast rules. The four factors are intentionally flexible so they can be applied to all different types of copyrighted works. Supplementing course materials— avoiding infringement 1. Public domain materials 2. Low cost or royalty free materials 3. Materials from Learning Object Repositories (LORs) e.g. MERLOT http://www.merlot.org/merlot/index.htm 4. Open CourseWare materials e.g. MIT OCW http://ocw.mit.edu/OcwWeb/web/home/home/index .htm Copyright basics online United States Copyright website: http://www.copyright.gov The campus guide to copyright compliance: http://www.copyright.com/Services/copyrightonc ampus/basics/index.html MnSCU Academic and Student Affairs— Intellectual Property: http://www.intellectualproperty.mnscu.edu/ University of Maryland Copyright Primer: http://www-apps.umuc.edu/primer/enter.php 5. Creative Commons materials http://creativecommons.org 6. Obtaining permission from copyright owner (which can include licenses and subscriptions) Copyright and the internet Creators of original works do not lose their copyright protection simply because a work appears on the Internet. Works in the electronic environment, such as articles, poems, photographs, clip art, animation, web pages, and other such material generally are entitled to the same copyright protection as printed work. As with printed work, copyright protection for electronic work exists from the moment of creation and fixation in a tangible manner. Copyright for Educators Aimee Bissonette, JD Copyright for Educators by Aimee M. Bissonette is licensed under a Creative Commons Attribution-NonCommercial-NoDerivs 3.0 Unported License. Based on a work at www.littlebuffalolaw.com. Permissions beyond the scope of this license may be available at www.littlebuffalolaw.com. Little Buffalo Law & Consulting www.littlebuffalolaw.com Phone: 612-243-5013