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McCarthy Tétrault Advance™
                                                 Building Capabilities for Growth




            Law Society:Commemoration of
          Holocaust Remembrance Day 2012:
           Working Through Copyright Issues

Barry B. Sookman
bsookman@mccarthy.ca
416-601-7949                                                                        April 17, 2012
McCarthy Tétrault LLP / mccarthy.ca / 11350376
A few basics
   ¬ Copyright protects original literary, dramatic, musical and artistic
     works and sound recordings e.g. books, photos, films, recorded radio
     and TV programs, newspaper articles, manuscripts, sketches,
     paintings, musical works, databases.
   ¬ A work must be “original” (requires skill and judgement) and must not
     be copied from someone else.
   ¬ Copyright - registration is optional; registration provides certain
     presumptions, but copyright subsists in a work without registration.
   ¬ Under international conventions (Berne, TRIPs, WIPO Treaties)
     items are likely protected regardless of where they were created.
   ¬ Copyright - in general life of author plus 50 years.
   ¬ Determining ownership and authorship


McCarthy Tétrault LLP / mccarthy.ca / 11350376                               2
A few basics
 ¬ Copyright - confers a series of exclusive rights such as the right to do the
   following with works:
          ¬ reproduce e.g. copy, scan, digitize
          ¬ publish an unpublished work
          ¬ translate and publish a translation
          ¬ perform in public e.g. in a public place like exhibition, museum, library
          ¬ communicate to the public e.g. transmitting and making available over the
            Internet
 ¬ Engaging in any exclusive right without consent is infringement, unless the
   activity falls within an exception to infringement.
 ¬ Transnational application of rights




McCarthy Tétrault LLP / mccarthy.ca / 11350376                                          3
Type of archival materials protected by
 copyright
 ¬ Historical documents
          ¬ photographs, film footage, sound recordings
          ¬ propaganda materials such as school text books, small publications and
            rare serials
          ¬ newspaper clippings
          ¬ drawings, sketches
          ¬ diaries, manuscripts and memoirs
 ¬ Eyewitness accounts, narratives, testimonials, video testimonies of Holocaust
   survivors and other witnesses
 ¬ Annotated bibliographies




McCarthy Tétrault LLP / mccarthy.ca / 11350376                                       4
Copyright compliance challenges
¬ Clearing rights to reproduce and disseminate historical documents
        ¬ Obtaining permissions
        ¬ Identifying term of copyright esp. for orphan works
                 ¬ who is author e.g. of photos
                 ¬ when author died
        ¬ Identifying who owns the copyright
        ¬ Determining if the item can be scanned, digitized, made publically available
          including over networks
        ¬ Creating a fully accessible digital library




McCarthy Tétrault LLP / mccarthy.ca / 11350376                                           5
Is copyright reform needed
 ¬ Ms. Nancy Marrelli (Special Advisor, Copyright, Canadian Council of
   Archives) to Legislative Committee on Bill C-11 March 1, 2012
          ¬ Archives expend scarce resources to acquire, preserve, and make our
            holdings accessible, but we often cannot use modern electronic
            communications means, such as web sites and the Internet, to make
            them available to the Canadian public because the copyright owners are
            unknown or cannot be located. They are orphan works. These orphan
            works fall by the wayside on the information highway of the 21st century.
            Important chunks of the Canadian experience fall into a black hole where
            access is severely limited. Researchers have to travel to an archival
            institution, often far way in another city or province, to use the material on
            site. Furthermore, without information about who the creator is and his or
            her date of death, the term of copyright protection is unknown, and the
            black hole extends into the future with no definite expiry date. (emphasis
            added)



McCarthy Tétrault LLP / mccarthy.ca / 11350376                                               6
Is copyright reform needed

              ¬ Council of Canadian Archives Submission To Industry
                Canada and the Department of Canadian Heritage on the
                2009 Copyright Consultation (27 August 2009).
                      ¬ Recommendation 1
                      ¬ The Copyright Act should be amended to include a
                        technologically neutral access right to archival holdings
                        permitting archives to make their holdings accessible to
                        the public using digital technology, including the
                        Internet.




McCarthy Tétrault LLP / mccarthy.ca / 11350376                                      7
Dealing with orphan works

 ¬ Copyright Act gives Copyright Board the power to grant non-exclusive
   licenses for any right of copyright owner in any published works.(s.77)
          ¬ applicant must have made reasonable efforts to locate the owner of the
            copyright
          ¬ the owner cannot be located
          ¬ license is based on terms and conditions set by Board
          ¬ license can include fees that the owner can collect within 5 years after
            the license expires
          ¬ Board has power to make regulations governing the issuance of
            licenses




McCarthy Tétrault LLP / mccarthy.ca / 11350376                                         8
Dealing with orphan works
¬     Licenses granted by the Copyright Board in 2011 pursuant to section 77(1):
        ¬ the reproduction and the communication to the public by the telecommunication of three
          images published in The Canadian Home Journal in a article entitled "The Media,
          Gendered, Fat and Other Problematic Bodies“
        ¬ the mechanical reproduction and the communication to the public by telecommunication
          of a musical work entitled "Men are Like Street Cars" by Louis Jordan or Charley Jordan
        ¬ the synchronization, reproduction and communication to the public by telecommunication
          of an excerpt of a musical work entitled "Le temps est bon" written by Stéphane Venne
          and published by JFM Investments Inc.
        ¬ for the reproduction, synchronization and public performance of an excerpt of a musical
          recording entitled "Seeburg Background Music Record BA-109A" in a short film
        ¬     for the reproduction of a poster created by the artists group Kukryniksy
        ¬ the reproduction, synchronization and public performance of an extract of a television
          series entitled "Maria del Barrio“
        ¬     the reproduction of "Chaudières marine, questions et réponses" as translated by W.D.
             Ewart from "Marine Boilers Questions and Answers" by G.T.H. Flanagan and published in
             1984 by Stanford Maritime, London UK
¬     See, http://www.cb-cda.gc.ca/unlocatable-introuvalbes/licences-e.html

McCarthy Tétrault LLP / mccarthy.ca / 11350376                                                       9
Generally applicable copyright exceptions*
 ¬ Fair dealing for an allowable purpose e.g., research, private study or education.
 ¬ The dealing must be fair. The following factors help determine whether a
   dealing is fair:
          ¬ the purpose of the dealing,
          ¬ the character of the dealing,
          ¬ the amount of the dealing,
          ¬ the nature of the work,
          ¬ available alternatives to the dealing, and
          ¬ the effect of the dealing on the work.
 ¬ Exception broadly construed in the CCH v Law Society case.
 ¬ *Presentation assumes Bill C-11 will be enacted.



McCarthy Tétrault LLP / mccarthy.ca / 11350376                                     10
Generally applicable copyright exceptions
   ¬ Could the creation and dissemination of a digital archive of the holocaust be
     permitted under fair dealing?
   ¬ Two cases currently before the Supreme Court will clarify scope of fair
     dealing defense including:
            ¬ what is research and private study
            ¬ whose purpose should be considered in determining the allowable
              purpose and what is fair
            ¬ how should the fair dealing factors be applied
            ¬ See, SOCAN v Bell Canada, Province of Alberta v Access Copyright
   ¬ Other potentially useful exceptions:
            ¬ New exceptions for ISPs e.g., hosting exception (s31.1(4)).
            ¬ Non-commercial user-generated content (s29.21)



McCarthy Tétrault LLP / mccarthy.ca / 11350376                                       11
Specific copyright exceptions
   ¬     Educational institutions e.g. Includes elementary, secondary and post-secondary
         education.
   ¬     Libraries, archives and museums e.g., a non-profit institution “in which is held and
         maintained a collection of documents and other materials that is open to the public
         or to researchers”.
   ¬     University or other educational institution e.g. McMaster, Concordia, University of
         Western Ontario
   ¬     Museums e.g. Montreal Holocaust Memorial Centre, Canadian War Museums
   ¬     Archives e.g., Canadian Jewish Congress Charities Committee National Archives
         (CJCCCNA), Jewish Public Library Archives (JPL-A), and Congregation Shaar
         Hashomavim Museum and Archives (made available through links The Canadian
         Jewish Heritage Network)
   ¬     National Archives of Canada
   ¬     Institutes e.g. Montreal Institute for Genocide and Human Rights Studies,
          Holocaust Literature Research Institute
   ¬     Foundations e.g., Freeman Family Foundation Holocaust Education Centre (HEC)



McCarthy Tétrault LLP / mccarthy.ca / 11350376                                                  12
Specific copyright exceptions
           ¬ Educational institutions:
                    ¬ On its premises, to reproduce a work, or do any other necessary
                      act, to display a work for educational or training purposes. (S29.4)
                    ¬ Copy most works publically available through the Internet for
                      educational or training purposes; also communicate to its students
                      (s30.04)
           ¬ Libraries, archives, museums
                    ¬ Make available copies of works to facilitate fair dealings of others.
                      (S30.2)
                    ¬ Transmit digital copies to patrons of other libraries (inter-library
                      loans) (s30.2(5.02))
                    ¬ Make copies where needed to manage and maintain collections.
                      (s.30.1)
                    ¬ These apply to libraries, archives and museums that are part of
                      educational institutions. (s.30.4)

McCarthy Tétrault LLP / mccarthy.ca / 11350376                                                13
Concluding remarks




McCarthy Tétrault LLP / mccarthy.ca / 11350376   14
Slides available @
                           barrysookman.com and
                           mccarthy.ca

                        * Translations of French language cases were created using Google Translate.
                        Some translations were altered for clarification.




McCarthy Tétrault LLP / mccarthy.ca / 11350376                                                         15

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sookman law-society_holocaust_slides

  • 1. McCarthy Tétrault Advance™ Building Capabilities for Growth Law Society:Commemoration of Holocaust Remembrance Day 2012: Working Through Copyright Issues Barry B. Sookman bsookman@mccarthy.ca 416-601-7949 April 17, 2012 McCarthy Tétrault LLP / mccarthy.ca / 11350376
  • 2. A few basics ¬ Copyright protects original literary, dramatic, musical and artistic works and sound recordings e.g. books, photos, films, recorded radio and TV programs, newspaper articles, manuscripts, sketches, paintings, musical works, databases. ¬ A work must be “original” (requires skill and judgement) and must not be copied from someone else. ¬ Copyright - registration is optional; registration provides certain presumptions, but copyright subsists in a work without registration. ¬ Under international conventions (Berne, TRIPs, WIPO Treaties) items are likely protected regardless of where they were created. ¬ Copyright - in general life of author plus 50 years. ¬ Determining ownership and authorship McCarthy Tétrault LLP / mccarthy.ca / 11350376 2
  • 3. A few basics ¬ Copyright - confers a series of exclusive rights such as the right to do the following with works: ¬ reproduce e.g. copy, scan, digitize ¬ publish an unpublished work ¬ translate and publish a translation ¬ perform in public e.g. in a public place like exhibition, museum, library ¬ communicate to the public e.g. transmitting and making available over the Internet ¬ Engaging in any exclusive right without consent is infringement, unless the activity falls within an exception to infringement. ¬ Transnational application of rights McCarthy Tétrault LLP / mccarthy.ca / 11350376 3
  • 4. Type of archival materials protected by copyright ¬ Historical documents ¬ photographs, film footage, sound recordings ¬ propaganda materials such as school text books, small publications and rare serials ¬ newspaper clippings ¬ drawings, sketches ¬ diaries, manuscripts and memoirs ¬ Eyewitness accounts, narratives, testimonials, video testimonies of Holocaust survivors and other witnesses ¬ Annotated bibliographies McCarthy Tétrault LLP / mccarthy.ca / 11350376 4
  • 5. Copyright compliance challenges ¬ Clearing rights to reproduce and disseminate historical documents ¬ Obtaining permissions ¬ Identifying term of copyright esp. for orphan works ¬ who is author e.g. of photos ¬ when author died ¬ Identifying who owns the copyright ¬ Determining if the item can be scanned, digitized, made publically available including over networks ¬ Creating a fully accessible digital library McCarthy Tétrault LLP / mccarthy.ca / 11350376 5
  • 6. Is copyright reform needed ¬ Ms. Nancy Marrelli (Special Advisor, Copyright, Canadian Council of Archives) to Legislative Committee on Bill C-11 March 1, 2012 ¬ Archives expend scarce resources to acquire, preserve, and make our holdings accessible, but we often cannot use modern electronic communications means, such as web sites and the Internet, to make them available to the Canadian public because the copyright owners are unknown or cannot be located. They are orphan works. These orphan works fall by the wayside on the information highway of the 21st century. Important chunks of the Canadian experience fall into a black hole where access is severely limited. Researchers have to travel to an archival institution, often far way in another city or province, to use the material on site. Furthermore, without information about who the creator is and his or her date of death, the term of copyright protection is unknown, and the black hole extends into the future with no definite expiry date. (emphasis added) McCarthy Tétrault LLP / mccarthy.ca / 11350376 6
  • 7. Is copyright reform needed ¬ Council of Canadian Archives Submission To Industry Canada and the Department of Canadian Heritage on the 2009 Copyright Consultation (27 August 2009). ¬ Recommendation 1 ¬ The Copyright Act should be amended to include a technologically neutral access right to archival holdings permitting archives to make their holdings accessible to the public using digital technology, including the Internet. McCarthy Tétrault LLP / mccarthy.ca / 11350376 7
  • 8. Dealing with orphan works ¬ Copyright Act gives Copyright Board the power to grant non-exclusive licenses for any right of copyright owner in any published works.(s.77) ¬ applicant must have made reasonable efforts to locate the owner of the copyright ¬ the owner cannot be located ¬ license is based on terms and conditions set by Board ¬ license can include fees that the owner can collect within 5 years after the license expires ¬ Board has power to make regulations governing the issuance of licenses McCarthy Tétrault LLP / mccarthy.ca / 11350376 8
  • 9. Dealing with orphan works ¬ Licenses granted by the Copyright Board in 2011 pursuant to section 77(1): ¬ the reproduction and the communication to the public by the telecommunication of three images published in The Canadian Home Journal in a article entitled "The Media, Gendered, Fat and Other Problematic Bodies“ ¬ the mechanical reproduction and the communication to the public by telecommunication of a musical work entitled "Men are Like Street Cars" by Louis Jordan or Charley Jordan ¬ the synchronization, reproduction and communication to the public by telecommunication of an excerpt of a musical work entitled "Le temps est bon" written by Stéphane Venne and published by JFM Investments Inc. ¬ for the reproduction, synchronization and public performance of an excerpt of a musical recording entitled "Seeburg Background Music Record BA-109A" in a short film ¬ for the reproduction of a poster created by the artists group Kukryniksy ¬ the reproduction, synchronization and public performance of an extract of a television series entitled "Maria del Barrio“ ¬ the reproduction of "Chaudières marine, questions et réponses" as translated by W.D. Ewart from "Marine Boilers Questions and Answers" by G.T.H. Flanagan and published in 1984 by Stanford Maritime, London UK ¬ See, http://www.cb-cda.gc.ca/unlocatable-introuvalbes/licences-e.html McCarthy Tétrault LLP / mccarthy.ca / 11350376 9
  • 10. Generally applicable copyright exceptions* ¬ Fair dealing for an allowable purpose e.g., research, private study or education. ¬ The dealing must be fair. The following factors help determine whether a dealing is fair: ¬ the purpose of the dealing, ¬ the character of the dealing, ¬ the amount of the dealing, ¬ the nature of the work, ¬ available alternatives to the dealing, and ¬ the effect of the dealing on the work. ¬ Exception broadly construed in the CCH v Law Society case. ¬ *Presentation assumes Bill C-11 will be enacted. McCarthy Tétrault LLP / mccarthy.ca / 11350376 10
  • 11. Generally applicable copyright exceptions ¬ Could the creation and dissemination of a digital archive of the holocaust be permitted under fair dealing? ¬ Two cases currently before the Supreme Court will clarify scope of fair dealing defense including: ¬ what is research and private study ¬ whose purpose should be considered in determining the allowable purpose and what is fair ¬ how should the fair dealing factors be applied ¬ See, SOCAN v Bell Canada, Province of Alberta v Access Copyright ¬ Other potentially useful exceptions: ¬ New exceptions for ISPs e.g., hosting exception (s31.1(4)). ¬ Non-commercial user-generated content (s29.21) McCarthy Tétrault LLP / mccarthy.ca / 11350376 11
  • 12. Specific copyright exceptions ¬ Educational institutions e.g. Includes elementary, secondary and post-secondary education. ¬ Libraries, archives and museums e.g., a non-profit institution “in which is held and maintained a collection of documents and other materials that is open to the public or to researchers”. ¬ University or other educational institution e.g. McMaster, Concordia, University of Western Ontario ¬ Museums e.g. Montreal Holocaust Memorial Centre, Canadian War Museums ¬ Archives e.g., Canadian Jewish Congress Charities Committee National Archives (CJCCCNA), Jewish Public Library Archives (JPL-A), and Congregation Shaar Hashomavim Museum and Archives (made available through links The Canadian Jewish Heritage Network) ¬ National Archives of Canada ¬ Institutes e.g. Montreal Institute for Genocide and Human Rights Studies, Holocaust Literature Research Institute ¬ Foundations e.g., Freeman Family Foundation Holocaust Education Centre (HEC) McCarthy Tétrault LLP / mccarthy.ca / 11350376 12
  • 13. Specific copyright exceptions ¬ Educational institutions: ¬ On its premises, to reproduce a work, or do any other necessary act, to display a work for educational or training purposes. (S29.4) ¬ Copy most works publically available through the Internet for educational or training purposes; also communicate to its students (s30.04) ¬ Libraries, archives, museums ¬ Make available copies of works to facilitate fair dealings of others. (S30.2) ¬ Transmit digital copies to patrons of other libraries (inter-library loans) (s30.2(5.02)) ¬ Make copies where needed to manage and maintain collections. (s.30.1) ¬ These apply to libraries, archives and museums that are part of educational institutions. (s.30.4) McCarthy Tétrault LLP / mccarthy.ca / 11350376 13
  • 14. Concluding remarks McCarthy Tétrault LLP / mccarthy.ca / 11350376 14
  • 15. Slides available @ barrysookman.com and mccarthy.ca * Translations of French language cases were created using Google Translate. Some translations were altered for clarification. McCarthy Tétrault LLP / mccarthy.ca / 11350376 15