Empowering Information Professionals: A Training Programme on Information and Communication Technology Module 9 Intellectual Property Rights in the Digital Age Teacher’s Guide UNESCO Empowering Information Professionals: A Training Programme on Information and Communication Technology. Module 9: Intellectual Property Rights in the Digital Age, Teacher’s Guide. – Edited by Andrew Large. Bangkok: UNESCO Bangkok, 2007. 1. Intellectual Property Rights. 2. Copyright. I. Large, Andrew, Editor. II. UNESCO Bangkok. III. Japanese Funds-in-Trust. IV. Title. ISBN 92-9223-099-9 This publication was authored by Lourdes T. David in consultation with the Communication and Information Unit, UNESCO Bangkok. Chief Editor: Caroline Haddad Editor: Andrew Large Disclaimer The designations employed and the presentation of material throughout this publication do not imply the expression of any opinion whatsoever on the part of UNESCO or the Japanese Funds-in-Trust concerning the legal status of any country, territory, city or area, or of its authorities or concerning the delimitation of its frontiers or boundaries. The author is responsible for the choice and the presentation of the facts contained in this book and for the opinions expressed therein, which are not necessarily those of UNESCO or the Japanese Funds-in-Trust, and do not commit either organization. Module 9: Intellectual Property Rights in the Digital Age Table of Contents Page General Guidelines ............................................................................................... Introductory Note ......................................................................................... Rationale ....................................................................................................... Content of the Training Programme ............................................................ Prerequisites ................................................................................................. Materials and Equipment ............................................................................. Teaching Tips................................................................................................ Evaluation ..................................................................................................... Typographical Conventions ......................................................................... 1 1 1 2 3 3 4 4 5 Overview................................................................................................................ Learning Outcomes ...................................................................................... Schedule........................................................................................................ Module Outline............................................................................................. Grading Policy .............................................................................................. List of Activities ........................................................................................... Assessment ................................................................................................... Reading/Reference List ................................................................................ Glossary ........................................................................................................ 6 6 6 7 7 8 9 9 11 The Lessons ........................................................................................................... Lesson 1: What Are Intellectual Property Rights? ..................................... Lesson 2: Are Existing Copyright Laws Applicable in the Digital Age? .. 12 12 19 Evaluation ............................................................................................................. 22 Acknowledgements The Communication and Information (CI) Unit, UNESCO Bangkok wishes to thank the following individuals for their contribution to Empowering Information Professionals: A Training Programme on Information and Communication Technology: ● ● Ms. Lourdes T. David, Director, Rizal Library, Ateneo de Manila University, the Philippines, has developed the module. Dr. Andrew Large, CN-Pratt-Grinstad Professor of Information Studies at McGill University, Montreal, Canada, has edited the module. Module 9 Teacher’s Guide Empowering Information Professionals: A Training Programme on Information and Communication Technology General Guidelines Introductory Note Library schools are now changing their curricula to produce graduates who are prepared for the changing service requirements that libraries offer. The majority of practitioners, however, graduated before the advent of the Information Age or studied in schools that did not teach information and communication technologies (ICTs) for various reasons. This group of practitioners is now finding itself unprepared for the new demands of the profession. “Empowering Information Professionals: A Training Programme on Information and Communication Technology” this identified need. People working in libraries and information centres are the primary target group of this training programmes. It is intended to provide them with the knowledge and skills to deal with the application of ICTs to library and information services. It is also intended for use by teachers of students in library schools and by library and information centre personnel. The Package has been developed by the UNESCO Asia and Pacific Regional Office with funding from the Japanese Funds-in-Trust for Communication and Information. Rationale In 1961, Marion Harper Jr. wrote, “To manage a business well is to manage its future; and to manage the future is to manage information.”1 Less than 25 years later, John Naisbitt, in discussing ten megatrends that were happening in the US, said “None is more subtle, yet more explosive, I think than this first, the megashift from an industrial to an information society.”2 According to Naisbitt, “In 1950, only 17 percent of us worked in information jobs. Now more than 60 percent of us work with information as programmers, teachers, clerks, secretaries, accountants, stock brokers, managers, insurance people, bureaucrats, lawyers, bankers and technicians.”3 He groups librarians among professional workers who “are almost all information workers…” As society moves forward in using information to improve the quality of life, it is critical that the professionals in charge of creating, collecting, communicating, and consolidating 1 2 3 As cited in: Naisbitt, John. Megatrends: Ten New Directions Transforming Our Lives. New York, N.Y.: Warner Books, 1982, p. 11. Ibid, p. 14. Ibid, p. 15. 1 Module 9 Intellectual Property Rights in the Digital Age information are knowledgeable and skilled in using technologies that make these activities more efficient. Librarians and other information professionals have a unique role in education and society. They are responsible for providing citizens with equal access to information and for preserving knowledge for the next generation. Traditional libraries will stand the test of time, but ICTs also have brought about a transition from analog to digital forms of information creation and delivery. Thus, the information age is also called the “digital age,” and the society is called an “information society” that is characterized by ICTs and information-literate individuals who demand fast and efficient 24 × 7 access to information. Content of the Training Programme The Training Programme contains nine modules: ● Module 1 – Introduction to Information and Communication Technologies ● Module 2 – Introduction to Library Automation ● Module 3 – Information Seeking in an Electronic Environment ● Module 4 – Creation and Management of Databases Using CDS/ISIS ● Module 5 – The Internet as an Information Resource ● Module 6 – Web Page Concept and Design: Getting a Web Page Up and Running ● Module 7 – Library Management and Promotion ● Module 8 – Digital Libraries and Open Access ● Module 9 – Intellectual Property Rights in the Digital Age All the modules have a Teacher’s Guide and a Student’s Text. The Teacher’s Guide should not be distributed to the students. Teacher’s Guide The Teacher’s Guide includes the following: ● General Guidelines ⇒ Introductory Note ⇒ Materials and Equipment ⇒ Rationale ⇒ Teaching Tips for Face-to-Face ⇒ Content of the Training Instruction ⇒ Evaluation Programme ⇒ Prerequisites ⇒ Typographical Conventions ● Overview of Module ⇒ Learning Outcomes ⇒ List of Activities ⇒ Schedule ⇒ Assessment ⇒ Module Outline ⇒ Reading/Reference List ⇒ Grading Policy ⇒ Glossary ● Lessons ● Evaluation Form 2 Module 9 Teacher’s Guide Prerequisites ● Module 1. The student must have a genuine interest in understanding the impact of new information technologies on the practice of Library and Information Science. ● Modules 2-9. The student must understand the content of Module 1. Materials and Equipment The teacher and the students must have the facilities and technical support required to carry out the course. They must have CD-ROM drives and online access to the Internet. The teacher must be knowledgeable and skilled in using computers, the Internet, CD-ROMs and a variety of software and other electronic resources. Copies of the core materials can be downloaded and printed if desired. ● ● ● ● ● ● ● ● Teacher’s Guide Hands-on exercises Computer system ❍ Recommended: ⇒ CPU – Intel Celeron D336 or Intel Pentium 506 (2.66)LGA 775 or higher ⇒ Memory – 512 MB PC400 DDR ⇒ Hard Drive – WD 40GB 7200RPM ⇒ CD-ROM/DVD drive (52x CD-ROM combo drive or 52 DVD combo drive) ⇒ Monitor – 15-17″ CRT or LG EZ 17″ Flatron ⇒ Modem – 56 k or DSL or Cable ⇒ AVR – 500 w ⇒ Printer – Laser ❍ Minimum ⇒ Pentium IV Processor ⇒ 128 MB RAM Operating system software (Windows 98 with all the updates or Windows XP Service Pack2/XP Professional) Application software MS Office 2000 Other applications (Acrobat Reader, Multimedia Flash Reader) Internet access ❍ If dial-up: modem card, telephone and Internet service provider. ❍ If DSL: integrated LAN card and Internet service provider. ❍ Internet cafes and other service centres. Communication Tools. Asynchronous communication by e-mail, discussion groups and synchronous communication such as chat tools and virtual conference will be used as needed and whenever possible. Video will not be used due to possible limitations in access capabilities of some students. 3 Module 9 Intellectual Property Rights in the Digital Age Teaching Tips for Face-to-Face Instruction of Modules (Please note that Module 5 is delivered by online mode. Instructions for it are provided in the module.) ● ● ● ● ● ● ● ● ● ● Speak slowly and clearly to ensure that students can follow you – this is especially important if some or all of the students do not have English as their first language. Do not read your lecture notes verbatim. This is a sure way of losing your students’ attention. Always show an interest in what you are teaching. The modules have been carefully planned, with exercises and discussions as well as lectures. Try to follow the schedule as set out in each module. Try to use examples as often as possible to explain concepts. If the examples are taken from the students’ own countries or regions, so much the better. Try to keep within the daily timetable recommended for the module – if you get behind in one lesson it may be difficult to make up time in a later lesson. Avoid extending the class beyond the time period allotted. Be prepared to use back-up materials if for any reason the computer will not function during a lesson. Try to answer all questions from students, but if you do not know the answer to a question, it is better to admit it than to try and bluff. Make sure that all equipment needed for a lesson is working properly before the lesson begins – things can often go wrong! Be ready to stay behind for a few minutes after each lesson to answer questions that students may have, but that they did not wish to ask in class. Module Evaluation At the end of a module, ask your students to evaluate it. The evaluation of the module by the students is meant to help you improve your teaching and should be seen in this light rather than as a criticism of yourself. Make use of it to do an even better job next time. The evaluation form is found after the last lesson of each module. 4 Module 9 Teacher’s Guide Typographical Conventions The following conventions are used throughout the modules. Course Guide General introduction to the modules Note General note to the teacher and additional information Tip Teaching tips and supplemental materials Activity Activity for the students Assessment Questions/activities to measure learning End of General Guidelines 5 Module 9 Intellectual Property Rights in the Digital Age Module 9: Intellectual Property Rights in the Digital Age Overview This is the Teacher’s Guide for Module 9 of the training programme, Empowering Information Professionals: A Training Programme on Information and Communication Technology. Module 9 is about Intellectual Property Rights in the Digital Age. Learning Outcomes By the end of the module, the student should have acquired knowledge in implementing copyright rules and regulations in libraries. Specifically, the student should: 1. Be able to define and understand the term “intellectual property right.” 2. Be able to define and understand the meaning of “copyright.” 3. Realize the limitations of copyright in the digital age. Schedule Module 9 is designed to be completed in one day (a total of 8 hours of study). Day Day 1 Day 1 Lessons Lesson 1: What Are Intellectual Property Rights? Lesson 2: Are Existing Copyright Laws Applicable in the Digital Age? 6 Module 9 Teacher’s Guide Module Outline Lesson 1: What Are Intellectual Property Rights? Scope Objectives ● ● ● ● ● What are intellectual property rights? What is copyright? What is fair use? What is first sale? What is the impact of copyright law on library services? By the end of the lesson, students should: Be able to define and explain the following terms: ❍ Intellectual property rights ❍ Copyright ❍ Fair use ❍ First sale ● Be able to provide information services without infringement of copyright. ● Lesson 2: Are Existing Copyright Laws Applicable in the Digital Age? Scope Objectives ● Copyright in the digital age By the end of the lesson, the student should: Be able to identify copyright infringements in the digital age. ● Be able to identify allowable copying and distribution in the digital age. ● Grading Policy A score of 50 points is needed to pass Module 9. The breakdown of points for the module’s assessment is as follows: Lessons Lesson 1: What Are Intellectual Property Rights? Lesson 2: Are Existing Copyright Laws Applicable in the Digital Age? 7 Points 50 50 Module 9 Intellectual Property Rights in the Digital Age List of Activities Lesson 1 Module 9 Lesson 1 Module 9 Lesson 1 Activity 1.1 Read these articles: 1. Copyright Law and Fair Use. Stanford. http://www-sul.stanford.edu/ cpyright.html 2. Library of Congress, Copyright Office. Copyright Basics. http://www.loc.gov/copyright/circs/circ1.html 3. Copyright Office Basics. http://www.copyright.gov/circs/circ1.html 4. American Library Association. ALA Copyright Issues. http://www. ala.org/ala/washoff/WOissues/copyrightb/copyright.htm Activity 1.2 Go to the following sites to see differences in the provision of copyright law in the Philippines, the USA and Australia 1. http://www.chanrobles.com/legal7copyright.htm 2. http://www.copyright.org.au 3. http://dml.indiana.edu/html/crews-sec108/section108oerview.html Lesson 2 Module 9 Lesson 2 Module 9 Lesson 2 Activity 2.1 Visit the following sites for insight into the ethics of using digital materials. 1. Web Site Legal Issues. http://www.bitlaw.com/internet/webpage.html 2. Ethics of Internet Use. http://onlineethics.org/topics/interethics.html 3. Keeping It Legal: Copyright and Other Legal Issues Arising Out of Web Site Management. http://fno.org/jun96/legal.html Activity 2.2 Use the Internet to search for laws in your own country that affect copyright in the digital age. If there are none, look for the copyright provisions affecting libraries in your country. 8 Module 9 Teacher’s Guide Assessment Module 9 Lesson 1 Module 9 Lesson 2 Assessment 1 Answer the following questions: 1. Can libraries photocopy a whole book for purposes of interlibrary loan? Explain. 2. Could an individual person copy charts, maps, etc. for a presentation at a seminar and keep them for repeated use afterwards? Explain. Assessment 2 Write down some copying practices in your library. Are these infringements of copyright? How do you propose to solve these issues to protect your library and your institution? Reading/Reference List Module 9 1. American Library Association. ALA Copyright Issues. http://www. ala.org/ala/washoff/WOissues/copyrightb/copyright.htm 2. Australian Copyright Council (2005). Information Sheet: An Introduction to Copyright in Australia. July. http://www.copyright.org.au 3. Bitlaw. Web Site Legal Issues. http://www.bitlaw.com/internet/webpage. html 4. Copyright and fair use in the digital age: Q&A with Peter Lyman. (1995) Educom Review, Vol. 30, No. 1, January/February. http://www. educause.edu/pub/er/review/reviewarticles/30132,html 5. Copyright Office Basics. http://www.copyright.gov/circs/circ1.html 6. Crews, K. (2000) Copyright Essentials for Librarians and Educators. Chicago: American Library Association. 7. Crews, K. (2001) Digital Libraries and the Application of Section 108 of the US Copyright Act. http://dml.indiana.edu/html/crews-sec108/ section108overview.html 8. Dreier, T. (1997) Copyright Law and Digital Exploitation of Works: The Current Landscape in the Age of the Internet and Multimedia. http://www.ipa-uie.org/copyright/copyright_pub/dreier.html 9. Intellectual Property Code of the Philippines (Republic Act No. 8293). Part IV. Copyright. http://www.chanrobles.com/legal7copyright.htm 9 Module 9 Intellectual Property Rights in the Digital Age 10. Keeping it legal: Copyright and other legal issues arising out of web site management. (1996) From Now On, Vol. 5 No. 7. http://fno.org/ jun96/legal.html 11. Library of Congress. Copyright Office. Copyright Basics. http://www. loc.gov/copyright/circs/circ1.html 12. Lutzker, A. (1999) Primer on the Digital Millennium: What the Digital Millennium Copyright Act and the Copyright Term Extension Act Mean for the Library Community. http://www.ala.org/washoff/primer.html 13. OnlineEthics.org. Ethics of Internet Use. http://onlineethics.org/topics/ interethics.html 14. Russel, C. (2003) “Libraries in Today’s Digital Age, The Copyright Controversy” ERIC Digest. http://www.michaellorenzen.com/eric/ copyright.html 15. Stanford University. Copyright Law and Fair Use. http://www-sul. stanford.edu/cpyright.html 16. Strong, W.S. (1994) “Copyright in the New World of Electronic Publishing,” AAUP Electronic Publishing Seminar II: Policies, Strategies, Possibilities, Annual Meeting of the American Association of University Presses, Washington, D.C., June 18. http://www. press.umich.edu/jep/works/strong.copyright.html 17. U.K. Patent Office (2003) What is Copyright? http://www. intellectualproperty.gov.uk/std/faq/copyright/what.htm 18. U.S. Copyright Office (2006) Copyright Office Basics. http://www. copyright.gov/circs/circ1.html 19. U.S. Copyright Office (2006) Fair Use. http://www.copyright.gov/fls/ fl102.html 20. W3C Intellectual Property Rights Overview. http://www.w3.org/IPR 21. Witten, I.H. & Bainbridge, D. (2003) How to Build a Digital Library. Amsterdam: Morgan Kaufmann 22. World Intellectual Property Organization (2006) What is WIPO? http://www.wipo.int/about-wipo/en/what_iswipo.html. (Works about copyright, fair use and intellectual property rights are also available from the WIPO website at http://www.wipo.int 10 Module 9 Teacher’s Guide Glossary Module 9 1. Copyright – a legal term describing rights given to creators for their literary and artistic works. 2. Copyright Infringement – using material protected by copyright without permission from the owner, or authorizing and/or selling an infringement. 3. Creator – author of the work; person to whom the work is attributed. The copyright owner. 4. Fair Use Principle – allows the library to copy a work. The fourfactor test will enable the library to decide whether use is fair or not in the event that a copy has to be made. 5. First Sale Doctrine – provision that allows the library, once it has lawfully acquired a copy of a work, the right to distribute the copy without permission from the copyright holder. First sale enables libraries to loan books or conduct interlibrary loans without committing copyright infringement. 6. Intellectual Property Right – creations of the mind: inventions, literary and artistic works, and symbols, names, images, and designs used in commerce. 7. Moral Rights – creator’s right to take action if a work is falsely attributed to someone else, or if the work is distorted. 8. WIPO – the World Intellectual Property Organization is the specialized agency of the United Nations dedicated to developing a balanced and accessible international intellectual property (IP) system that rewards creativity, stimulates innovation and contributes to economic development while safeguarding the public interest. 11 Module 9 Intellectual Property Rights in the Digital Age Module 9: Intellectual Property Rights in the Digital Age Lesson 1: What Are Intellectual Property Rights? Introduction Libraries are committed to providing equitable access to information to the communities they serve. How do intellectual property rights and copyright affect this mission? The purpose of copyright is to protect the author while at the same time benefiting the user of information. It balances the interests of the copyright holder and the users. What are the rights and responsibilities of individuals and libraries under copyright law? What is Intellectual Property Right? The World Intellectual Property Organization (WIPO) is the specialized agency of the United Nations that is dedicated to developing a balanced and accessible international intellectual property (IP) system which rewards creativity, stimulates innovation and contributes to economic development while safeguarding the public interest (WIPO, 2006). It is an intergovernmental organization that administers a number of international treaties. In 1996, two of these treaties were concluded in Geneva. The first is the WIPO Copyright Treaty (WCT), while the second is the WIPO Performances and Phonograms Treaty (WPPT). The purpose of the two treaties is to update and supplement the major existing WIPO treaties on copyright and related rights in response to developments in technology and the information industry, including developments in the dissemination of materials over the Internet. WIPO defines intellectual property as “creations of the mind: inventions, literary and artistic works, and symbols, names, images, and designs used in commerce.” According to WIPO, “Intellectual property is divided into two categories: Industrial Property, which includes invention (patents), trademarks, industrial designs, and geographic indications of source; and copyright, which includes literary and artistic works such as novels, poems and plays, films, musical works, artistic works such as drawings, paintings, photographs and sculptures, and architectural designs. Related rights to copyright include those of performing artists in their performances, producers of phonograms in their recordings, and those of broadcasters in their radio and television programmes.” Module 9 will not cover industrial property. It will only discuss copyright and related rights as they apply to the library setting. The purpose of the module is to give a general introduction to copyright and the impact of the Internet on it. 12 Module 9 Teacher’s Guide What is Copyright? Copyright is a legal term describing rights given to creators for their literary and artistic works. Copyright protection is automatic whether the work is registered or not. As soon as the work is written, it is protected. The kinds of works covered by copyright include: literary works such as novels, poems, plays, reference works, newspapers and computer programs; databases; films, musical compositions and choreography; and artistic works such as drawings, photographs and sculpture. (WIPO, 2006). It does not protect ideas, concepts, styles, techniques and information; names titles and slogans; people and people’s images. Copyright is complex and varies from country to country. The Berne and Rome Conventions govern international copyright law. Each country has its own applications of the law. For example, in the United States the Digital Millennium Copyright Act was passed in 1998 to address digitally-networked environments. Australia’s Copyright Act (1968) has been regularly amended to address changes in the information environment. In the Philippines, the latest version of the law took effect in 1998. Module 9 Lesson 1 Activity 1.1 Read these articles: 1. Stanford University. Copyright Law and Fair Use. http://www-sul. stanford.edu/cpyright.html 2. Library of Congress. Copyright Office. Copyright Basics. http://www.loc.gov/copyright/circs/circ1.html 3. Copyright Office Basics. http://www.copyright.gov/circs/circ1.html 4. American Library Association. ALA Copyright Issues. http://www. ala.org/ala/washoff/WOissues/copyrightb/copyright.htm Who Owns Copyright? In general, the creator of the work owns the copyright. In cases when there are two or more creators, it is important to have a written agreement as to who owns the copyright. There are, however, exemptions to this rule and such exemptions vary from country to country. It is recommended that users of copyrighted material refer to the copyright provisions for the appropriate country. Examples follow. ● Employees. In Australia, when the work is done by an employee during office hours as part of the job, the employer will own the work. This is also true in the Philippines unless otherwise specified. If the work is not part of regular duties, however, the employee will own the copyright even if the time, facilities and materials of the employer were used to create it. 13 Module 9 Intellectual Property Rights in the Digital Age ● Government agency.4 In the Philippines, no copyright will subsist in any work of the government agency; however, prior approval of the agency is required for exploitation of such work for profit. Copyright Owner’s Exclusive Rights ● ● ● ● ● ● ● Right to reproduce the work (including photocopying, copying by hand, filmimg, recording and scanning). Make the work public for the first time. Communicate the work to the public. Perform the work in public (including showing films, playing recordings). Make an adaptation (including translation, dramatization, transcription). Transmitting files and sound recordings to the public using any form of technology (via e-mail, broadcasting, etc.). Re-broadcasting by television or sound broadcasts. Copyright can also be reassigned (for example, to a publisher) and/or expire after the death of the author. The duration of copyright varies from country-to-country. In the Philippines copyright lasts for the duration of the life of the creator plus 50 years. In Australia, effective January 1, 2005, the duration of copyright is the duration of the life of the creator plus 70 years, or 70 years from the time the work is first published. What is Copyright Infringement? In general, copyright infringement consists of using material protected by copyright without permission from the owner, or authorizing and/or selling an infringement. Examples: ● Authors may use technology to protect digital material from copyright infringement. Under the copyright act, owners may take action against people who circumvent technological protection measures (TPMs) without permission ● Using information without permission, if the material used is an important part or is a large part of the work, without the author’s permission ● Reproduction of the work or a substantial portion of the work ● Dramatization, translation, adaptation, abridgement, arrangement or other transformation of the work (Philippines) ● Rental of the original copy of an audiovisual or cinematographic work, a work embodied in a sound recording, a computer program, a compilation of data and other materials or a musical work in graphic form, irrespective of the ownership of the original or the copy which is the subject of the rental 4 Philippines. Republic Act 8293, June 6, 1997. Part IV Chapter VI Sec. 178.4. 14 Module 9 Teacher’s Guide ● ● Public performance of the work Public display of the work Non-infringement Activities There are uses of copyright material without permission which are allowable. The provisions of the law are very specific regarding these cases. Only the provisions for “fair use” for the individual, provisions for copying by libraries and educational institutions (including performances and displays in face-to-face teaching and distance education) will be discussed. Morals Rights In addition to copyright, creators have “moral rights.” These are a creator’s rights to be identified as the creator of a work, and to take legal action if the work is falsely attributed to someone else or distorted. What is First Sale? According to Russel (2003), “Once a library or an individual has lawfully acquired a copy of a work, the first sale doctrine of the copyright law (17 U.S.C. Section 109) allows that the library or individual may exercise another exclusive right of copyright – the right to distribute the copy – without permission of the copyright holder. First sale enables libraries to loan books or conduct inter-library loans without committing copyright infringement.” However, the library or individual must also observe provisions of “fair use.” What is Fair Use? The provisions of RA 8293 (Philippines) will be cited here. Comparison with provisions in other countries will be made as appropriate.5 In general, these provisions are similar to those in other countries although there might be variations in certain specific applications. “The fair use of a copyrighted work for criticism, comment, news reporting, teaching (including multiple copies for classroom use), scholarship, research, and similar purposes is not an infringement of copyright. Decompilation, which is understood here to be the reproduction of the code and translation of the forms of the computer program to achieve the inter-operability of an independently created computer program with other programs, may also constitute fair use. In determining whether the use made of a work in any particular case is fair use, the factors to be considered shall include: (a) The purpose and character of the use, including whether such use is of a commercial nature or is for non-profit educational purposes; 5 Philippines. Republic Act 8293, June 6, 1997. Part IV Chapter VIII Sec. 185. Fair use of a Copyrighted Work. 15 Module 9 Intellectual Property Rights in the Digital Age (b) The nature of the copyrighted work; (c) The amount and substantiality of the portion used in relation to the copyrighted work as a whole; and (d) The effect of the use upon the potential market for or value of the copyrighted work.” The 4-Factor Test for Fair Use ● ● ● ● What is the character of the use? Is it nonprofit, educational or personal? If your answer is yes, it could be considered fair use. What is the nature of the copyrighted work? Is it fact or is it imaginative? If it is fact, the fair use principle could probably be applied. What is the amount and substantiality of the portion used? Is it just a small amount relative to the whole? Is it a big portion of the work? If the answer is yes and it is a small amount, then fair use could apply. Will the use of the material have impact on the potential market for the material? If the answer is yes and the creator of the work will lose money substantially, then the use is not fair. The private reproduction of a published work in a single copy, where the reproduction is made by a natural person exclusively for research and private study, shall be permitted, without the authorization of the owner of the copyright of the work. Copying however, shall not extend to: ● ● ● ● the reproduction of an entire book, or a substantial part thereof, or of a musical work in graphic form by reprographic means; a compilation of data and other materials; a computer program; any work where reproduction would unreasonably prejudice the legitimate interest of the author. The copying or adaptation of a computer program is limited to the necessity for ● ● the use of the computer program in conjunction with the computer for the purpose, and to the extent for which the computer program has been obtained; and archival purposes, and for the replacement of the lawfully owned copy of the computer program if lost, destroyed or rendered unusable. The guideline for “fair use” is: limited content (small portion of the work), limited time (used in a semester and not repeatedly used by the same teacher for the subject year after year) and limited access (not to be distributed to non-members of the class). Access should be terminated after the term. Students may keep materials and images 16 Module 9 Teacher’s Guide in their portfolios. In addition, the copyright notices on the original, and appropriate citations and attributions to the source, must be included. If, however, the materials are to be repeatedly used, permission must be obtained from the copyright owner. Library’s Special Rights Libraries are authorized to exercise special rights in addition to fair use. Some of these are: ● ● ● Archiving lost, stolen, damaged or deteriorating works Making copies for library patrons Making copies for other libraries’ patrons (inter-library loan) Performances and Displays in Face-to-Face Teaching and Distance Education Educational institutions are also authorized to publicly display and perform others’ works in the course of face-to-face teaching activities, and to a lesser degree in distance education. Course pack materials must be limited to a single chapter, single articles from a journal issue, several charts, graphs or illustrations and other similarly small parts of a work. The copyright notices on the original and appropriate citations and attributions to the source must be included in the course packs. If, however, the materials are to be repeatedly used, permission must be obtained from the copyright owner. Copyrighted materials may be incorporated into multimedia works and displayed or performed by students and faculty in connection with the creation of: class assignments, curriculum materials, instruction, examinations, professional conferences, seminars, etc. Module 9 Lesson 1 Activity 1.2 Go to the following sites to see differences in the provisions of copyright law in the Philippines, the USA and Australia. ● http://www.chanrobles.com/legal7copyright.htm ● http://www.copyright.org.au ● http://dml.indiana.edu/html/crews-sec108/section108oerview.html International Copyright Protection There is no such thing as international copyright protection, but most countries do offer protection for foreign works under copyright treaties and conventions. 17 Module 9 Intellectual Property Rights in the Digital Age Reminder If in doubt about the provisions of the law, for a particular application, ask permission to use the material from the copyright owner and/or consult a lawyer because copyright laws in different countries vary. However, remember too that because of the international conventions, there is reciprocity in the law with countries that are a party to the convention, treaty or agreement relating to intellectual property rights. Module 9 Lesson 1 Assessment Answer the following questions: 1. Can libraries photocopy a whole book for purposes of inter-library loan? Explain. 2. Could an individual copy charts, maps, etc. for a presentation at a seminar and keep them for repeated use afterwards? Explain. 18 Module 9 Teacher’s Guide Lesson 2: Are Existing Copyright Laws Applicable in the Digital Age? Introduction In today’s networked society, the community served by the library is no longer confined to the academic campus or town. The community is the entire world, accessing information from anywhere. Libraries, too, have expanded and have websites that act as portals to information that they contain. In addition, inter-library loans can be in the form of materials sent digitally. On the other hand, while information technologies have enhanced the creation and distribution of information, these same technologies can control public access to information. Commercial companies have added tools to their products that disallow access unless the proper user identification and passwords are presented. These practices hinder electronic transfer of information. The purpose of copyright law is to balance the rights of copyright holders and users. Is existing copyright law still applicable to the digital age? Libraries pay for information to equitably deliver it to their communities. As more and more information becomes available in digital format, care must be taken by libraries to ensure that the public can enjoy the same access rights as with printed information. Module 9 Lesson 2 Activity 2.1 Visit the following sites for insight on the ethics of use of digital materials. 1. Web Site Legal Issues – http://www.bitlaw.com/internet/webpage.html 2. Ethics of Internet use – http://onlineethics.org/topics/interethics.html 3. Keeping it Legal: Copyright and Other Legal Issues Arising out of Web Site Management http://fno.org/jun96/legal.html The Digital Copy Copyright is based on the copy of the material. In the print era, the copy was tangible, and one of the exclusive rights of the copyright holder is the right to make a copy. In the digital age, digital copies are created as soon as the material is accessed. It is copied to the cache of the computer. The digital copy is also very easy to modify, manipulate and distribute. In addition, digital copies have no permanency. Thus, for libraries, the digital copy may not be owned, but only leased. Once the subscription is stopped, the copy is lost. The concept of first sale may also not be applicable to digital materials because of the lack of ownership. Libraries now have problems engaging in circulation and inter-library loans because of the absence of a tangible copy. 19 Module 9 Intellectual Property Rights in the Digital Age Licensing vs. Ownership Today, libraries do not purchase digital materials to own. Instead, they purchase the right to access, which requires an ongoing subscription. Licenses are contracts between the library and the supplier of the information and dictate what the library can or cannot do with the materials. Although access is faster and wider, what users can do or cannot do are also affected by licensing issues. Preservation Issues Copyright law allows libraries to make copies of print and digital materials for preservation purposes. Libraries that license digital materials may not have the contractual right to preserve materials. It is also unclear how best to preserve digital materials because they are linked to available technology for access. Copyright aggregators also have the right to circumvent copyright because they are allowed to use password protected or encrypted work without prior authorization of the copyright holder. This means that they could deny access to the public. Electronic Reserves Copyright law limits reserve materials to single chapters, articles, several charts, and other illustrations, or other small portions of the work, and to copies of materials that a faculty member of the library already possesses legally (by purchase, license, fair use, inter-library loan, etc.). The copyright notice on the original, and appropriate citations and attributions to the source, must be included at all times. Access should also be limited to the members of the class and must be terminated at the end of the term. Permission must be obtained for materials that will be repeatedly used. Module 9 Lesson 2 Activity 2.2 Use the Internet to search for laws in your own country that affect copyright in the digital age. If there are none, look for the copyright provisions that affect libraries in your country. Exemption for Libraries and Archives “Section 404 of the Digital Millennium Copyright Act (DMCA) updates section 108 of the Copyright Act to allow libraries and archives to take advantage of digital technologies when engaging in specified preservation activities. The amendment to subsection 108(a)(3) is intended to ease the burden on libraries and archives of the current law’s requirement that a notice of copyright be included on copies that are reproduced under section 108. Under this amendment, such notice would be required only where the particular copy that is reproduced by the library or archive itself bears a notice. The amendment to subsection 108(b) permits a library or archive to make up to three copies 20 Module 9 Teacher’s Guide or phonorecords, rather than just one, for purposes of preservation and security or for deposit for research use in another library or archives, and permits such copies or phonorecords to be made in digital as well as analog formats. The amendment provides that any such copy in a digital format must not be otherwise distributed in that format and must not be available to the public outside the premises of the library or archives.”6 Provisions of Section 108 “Limitations on Exclusive Rights: Reproduction by Libraries and Archives” state: ● ● ● ● Libraries may photocopy journal articles, book chapters, etc. and send these copies to other libraries through inter-library loan. Copies must include a notice of copyright that appears on the copy when available. If the work does not include a notice of copyright stamp, a note must be included to state that the work is protected by copyright. A library may make up to three copies of a published work to replace a damaged, deteriorating, lost or stolen work (when an unused replacement cannot be obtained at a fair cost). The library may also make up to three digital copies to replace a work in an obsolete format as long as that format is not made available to the public outside of the library or archives. A library or archives may reproduce, distribute, display or perform in facsimile or digital form any work in the last 20 years of its copyright term for purposes of preservation, research or scholarship provided that the work is not subject to normal commercial exploitation, a copy cannot be obtained at a reasonable price, and the copyright holder has not filed notice with the Register of Copyright Regulation that either of the above conditions apply. The DMCA was passed on October 12, 1998 by Congress and became effective in 2000. Conclusion Although the DMCA became effective in 200, there are still many unsettled issues and concerns about copyright in the digital age. This is a problem in the United States as elsewhere. Again as a reminder, consult a lawyer for specific copyright issues. Module 9 Lesson 2 6 Assessment Write down some copying practices in your library. Are these infringements of copyright? How do you propose to solve these issues to protect your library and your institution? Jonathan Band. The Digital Millennium Copyright Act. (http://www.arl.org/info/frn/copy/band.html). 21 Module 9 Intellectual Property Rights in the Digital Age Empowering Information Professionals: A Training Programme on Information and Communication Technology Evaluation Instructions: To help us enhance the quality and effectiveness of Module 9, please complete and return this evaluation form to the teacher. Please rate Module 9 on the following categories using the scales below by drawing a circle around the appropriate number. 5 = Strongly Agree [SA] 4 = Agree [A] 3 = Not Sure [N] 2 = Disagree [D] 1 = Strongly Disagree [SD] 1. Objectives and Content SA 5 5 5 5 5 5 5 5 A 4 4 4 4 4 4 4 4 N 3 3 3 3 3 3 3 3 D 2 2 2 2 2 2 2 2 SD 1 1 1 1 1 1 1 1 SA Were the concepts and techniques explained clearly? 5 Were you encouraged to actively participate during the module? 5 Were your individual questions/problems discussed to your 5 satisfaction? A 4 4 N 3 3 D 2 2 SD 1 1 4 3 2 1 Was the module well paced? Were the lessons presented in a clear and well-organized manner? 5 4 3 2 1 5 4 3 2 1 SA 5 5 5 A 4 4 4 N 3 3 3 D 2 2 2 SD 1 1 1 5 4 3 2 1 Were the module objectives clearly stated? Were the objectives achieved? Were the topics presented relevant to your work? Was the module structured in a logical way? Were the activities appropriate to the content of this course? Was the module easy to follow? Was the module interesting and enjoyable? Were your expectations met? 2. Presentation 3. Teacher Was the teacher knowledgeable in the subject matter? Did the teacher present the material effectively? Did the teacher show interest in and enthusiasm for the subject? Was the teacher effective in answering questions clearly and constructively? 22 Module 9 Teacher’s Guide 4. Learning Environment Are the module materials easy to read? Were the manual and the other handouts useful? Were the visual aids useful? Was the venue suitable for the module? Was the timeframe appropriate for the module? SA 5 5 5 5 5 A 4 4 4 4 4 N 3 3 3 3 3 D 2 2 2 2 2 SD 1 1 1 1 1 5. Before the training began, how experienced were you with the subject? 1 (Beginner) 2 (Intermediate) 3 (Advanced) 4 (Expert) 6. How useful was the training for your level of experience? 1 (Not Useful) 2 (Fairly Useful) 3 (Useful) 7. Do you feel you have gained new skills and knowledge? 4 (Very Useful) Yes No 8. What is the most important concept or skill that you learned in this module? ______________________________________________________________________ ______________________________________________________________________ 9. What is the least important concept or skill that you learned in this module? ______________________________________________________________________ ______________________________________________________________________ 10. What additional information should be included in the module? ______________________________________________________________________ ______________________________________________________________________ 11. What did you like most about the training materials? ______________________________________________________________________ ______________________________________________________________________ 12. What did you like least about the training materials? ______________________________________________________________________ ______________________________________________________________________ 13. Other comments or suggestions? ______________________________________________________________________ ______________________________________________________________________ THANK YOU! 23