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Copyright and the Use of Other’s Works in the Educational Setting


Background

San Diego State University policy states,

The University shall protect and shall not infringe on the copyrights of others within or without the University community. Use of copyrighted works without permission of the owner may subject the user and the University to liability from an infringement action or other possible causes of action. Administration, faculty, staff, and students shall restrict their use of copyrighted materials according to University policies, University guidelines, applicable statutes, and relevant court decisions.

There is often a misconception on university campuses that the use of another’s copyrighted work is permissible, if it is not being sold or is just being used for instructional or research purposes. Unfortunately this is an oversimplification of what is permissible under United States and international copyright laws. Members of the SDSU community should make themselves aware of what the laws allow so that they may abide by University policy.


U.S. Copyright Act

The U.S. Copyright Act, Section 106, grants the copyright owner the exclusive rights to:

  1. reproduce;
  2. prepare derivative works;
  3. distribute to the public, and;
  4. publicly[1] perform or display the work.

Fortunately for educators, the Copyright Act also provides several limitations to these copyright owner’s rights. Those that are of general importance to education include: fair use, Section 107; reproduction by libraries and archives, Section 108; and exemption of certain performances and displays, Section 110.

For further information see:


Fair Use, Section 107

Fair use has been used for years by educators to limit the exclusive rights of copyright owners. Section 107 states, “… the fair use of a copyrighted work … for purposes such as criticism, comment, news reporting, teaching (including multiple copies for classroom use), scholarship, or research is not an infringement of copyright.” However, it is not as simple as it may sound in the quote above. There are four criteria that must be considered when determining if a use may be considered fair. They are:

  1. the purpose and character of the use;
  2. the nature of the copyrighted work;
  3. the amount and substantiality of the portion used; and
  4. the effect of the use upon the potential market for or value of the work.

Fair use, however, is difficult to interpret and “Although the courts have considered and ruled upon the fair use doctrine over and over again, no real definition of the concept has ever emerged. Indeed … no generally applicable definition is possible, and each case raising the question must be decided on its own facts.”[2] Since it is difficult to determine what is “fair use” there have been guidelines developed to assist (see Guidelines below).

For further information see:


Reproduction by Libraries and Archives, Section 108

Libraries are granted rights under Section 108 to duplicate, and allow patrons to duplicate, materials in their collections within certain restrictions. Acceptable uses include preserving deteriorating works that are no longer available, and providing materials for research and interlibrary loan.

For further information see:


Exemption of Certain Performances and Displays, Section 110
(Including Distance Learning)

Section 110 was amended in November 2002 to address the use of copyright protected materials in distance learning. This revised section allows faculty to provide certain materials to distant students via electronic means, such as a website. There are a number of requirements and restrictions including: allowing access to the materials to only those students enrolled in the class, protecting the materials from being retained by a student, limiting the amount of certain materials that may be included, and using only materials that are an integral part of the instruction.

For further information see:


Guidelines

At the urging of Congress, attempts have been made to help define what would be considered a fair use of copyrighted works. The guidelines have never been enacted into law, and are usually compromises worked out between groups representing copyright owners and educators, with input from the Copyright Office. These guidelines do not supersede fair use and sometimes contain language such as, “Uses that exceed these guidelines may or may not be fair use,” and “The purpose …  is to state a minimum and not the maximum standards of educational fair use…” They are often considered too restrictive by educators, too liberal by copyright owners, and several have been ignored by certain groups that feel they do not truly represent their best interest. However, they provide guidance as to what is considered acceptable and offer protection when followed.

Guidelines that have been developed include:

  • Classroom Copying in Not-For-Profit Educational Institutions with Respect to Books and Periodicals
  • Educational Use of Music
  • Off-Air Recording of Broadcast Programming for Educational Purposes
  • Fair Use Guidelines for Educational Multimedia
  • Photocopying and Interlibrary Arrangements.

For further information see:


Summary

It is incumbent upon us to protect the intellectual property, and associated copyrights, of those who spend their time and money creating works. We should be allowed to use materials, which we legally acquire, within reasonable limits. The U.S. Copyright Law provides both protections for the creator, and allowances for educators. The law is often confusing, difficult to interpret, and constrains us in ways we don’t like. But we can always, and should, ask permission[3] of the copyright owner if we wish to use materials in ways that go beyond what is permissible under fair use, other sections of the law, or the various guidelines. Permission is often given, sometimes refused, or at times agreed to upon payment of a fee. Those wishing to use materials that are copyrighted in a foreign country will need to abide by that country’s laws, which are often more restrictive than those of the United States.

What is important is that we have made an effort to abide by SDSU policy and have set an example for the students we teach.



[1] Publicly refers to persons outside of the “normal circle of a family and its social acquaintances”, thus performances or displays at SDSU should be considered public.

[2] Circular 21: Reproduction of Copyrighted Works by Educators and Librarians, U.S. Copyright Office, p. 6

[3] See “Obtaining Permissions” in Fair Use of Copyrighted Works, Consortium for Educational Technology in University Systems, http://www.cetus.org/fairindex.html