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Copyright Issues & Digital Media
               in the Classroom
             Professional Development Days
                              January 2009
                           Jonathan Bacon
                                Julie Haas
                           Mark Daganaar
Plan of Action

In this session we’ll discuss several scenarios
related to the instructional use of copyright
materials in both face-to-face and online
instruction. We’ll discuss epacks and
supplemental materials from textbook
publishers, the use of copyright works in
student projects, posting copyright works on
the web and in a learning management system
(like ANGEL or Blackboard), use of digital
databases and numerous other issues related
to fair use and the TEACH Act.
Disclaimer

• We are not a lawyers, have never been, and have
  no intention of becoming lawyers.
• This is for information and entertainment purposes
  only. The answers here are not intended as and are
  not lawyer-client advice.
• Take our advice, our opinions and our chili with a
  grain of salt.
• This information represents our research and our
  limited understanding of copyright law.
©opyright Balances Competing
          Interests
Definition of Copyright

• Based on the US Constitution Article 1, Section 8:
  Congress shall have the power… To promote the
  Progress of Science and useful Arts, by securing for
  limited Times to Authors and Inventors the exclusive
  Right to their respective Writings and Discoveries.
• “Copyright is a form of protection provided by the
  laws of the United States (title 17, U. S. Code) to the
  authors of “original works of authorship,” including
  literary, dramatic, musical, artistic, and certain
  other intellectual works. This protection is available
  to both published and unpublished works.” ~ U.S.
  Copyright Office
Copyright Holder Rights ~ § 106

• To Reproduce Works
• To Prepare Derivative Works (Adaption)
• To Distribute Works
    Sale, transfer of ownership, rental, leasing, lending
• To Perform Work Publically
    Literary, musical, dramatic, dance, pantomimes,
     movies, audiovisual works
• To Display Work Publically
    Literary, musical, dramatic, dance, mimes, and
     pictorial, graphic or sculptural works including
     individual images from movies & audiovisual works
• Public Performance of Digital Sound Recordings
Copyright Basics

• Considered Personal Property (can be sold,
  transferred, inherited)
• Original Works of Authorship § 102(a)
• Automatic Protection when Work Created
• Doesn’t Cover Facts or Ideas
• Must Be in Fixed Form § 102(a)
    “Tangible Medium of Expression”
• Registration (Not required after March 1, 1989)
Authorship vs. Ownership

• Owning Object ≠ Copyright
• Creator of Work Considered Author
• Ownership May Have Transferred
• Work for Hire § 101
Protectable Works ~ § 102(a)

• Literary Works
• Musical Works
• Dramatic Works
• Pantomimes & Choreographic Works
• Pictorial, Graphic & Sculptural Works
• Motion Pictures & Other Audiovisual Works
• Sound Recordings
• Architectural Works
Public Domain

• Copyright Expired*
    http://www.lib.umn.edu/copyright/PDchart.phtml
• Dedicated by Author to Public or Copyright
  Abandoned by Author (Computer Freeware)
• Publication in the US before 1923
• Publication in the US before March 1, 1989 without
  copyright notice
• Publication in the US before 1964 without copyright
  renewal
• Federal Government Produced (§ 105)
Ways to Use Works & Comply with
Copyright Laws
•   Is Work Protected by Copyright?
•   Qualify as “Fair Use?”
•   Qualify under TEACH Act?
•   If Not, Seek Permission from Copyright
    Holder.
The Balancing Act

• Exclusive Rights   • Free Exchange of
  of Author            Ideas to Benefit
                       Society
Fair Use Is Not a Right, It’s an
Excuse
Fair Use Factors ~ § 107
aka Four Factor Analysis
• Purpose and Character of Use
    Commercial vs. Not-for-profit
• Nature of Work
• Amount & Substantiality
    Portion used in relation to whole
• Effect on Potential Market
Fair Use: The Tipping Point




 Fair Use                                      Not Fair Use
  http://www.lib.ncsu.edu/dspc/tutorial/copyuse/worksheet.pdf
T.E.A.C.H. Act ~ Title 17, §110(2)

Provides limitations on author rights only if:
• Source material is a legally obtained copy
• Access to source materials does not circumvent a
  digital rights management system.
• Defines Fair Use (§ 110) to cover the Digital
  Classroom; e.g., Provides for Transmission of DL
  Materials and Media § 110(2)
• Traditional notions of fair use do not apply in the
  digital classroom
What TEACH Act Does (1)

• Excludes Materials Produced/Marketed for Online
  or Digital Classroom Use
• Digital Copies Legally Obtained, May Not
  Circumvent DRMS
• Accredited Nonprofit Educational Institutions or
  Govt. Bodies Only
• Directly Related to Subject Being Taught
• Under Supervision of Instructor
• Part of Systematic Mediated Instructional Activities
• Equivalent to Amount Used in a Live Classroom
What TEACH Act Does (2)

• Access Limited to Enrolled Students
• Technological Measures Employed to Prevent
  Retention or Redistribution of Copyright Works
• Precondition: Institutional Policies on Copyright
  Usage
• Precondition: Focus on Education
• Precondition: Notification of Copyright Ownership
  Rights to Learners
The materials on this course web site are only for
the use of students enrolled in this course for
purposes associated with this course and may not
be retained or further disseminated.
“The materials on this course web site are only for
the use of students enrolled in this course for
purposes associated with this course and may not
be retained or further disseminated. Further,
Johnson County Community College (JCCC) requires
its faculty, staff, and students to comply with the
United States Copyright Act. Faculty, students and
staff shall download, possess, or store only lawfully
acquired copyrighted materials and use, adapt,
distribute, or perform them only in ways consistent
with the Copyright act, associated case law, the Fair
Use principle, and the intellectual property rights of
others (read JCCC’s Copyright Policy and Guidelines
at
http://www.jccc.edu/home/depts/003100/site/desk_ref_toc/
copyright_toc).”
JCCC Copyright Policies & Procedures


JCCC has published copyright information and policies
on the web. The important links are:
• http://www.jccc.edu/home/depts.php/003100/site
  /desk_ref_toc/copyright_toc/Index_Copyright
• and
  http://www.jccc.edu/home/depts/003100/site/des
  k_ref_toc/copyright_toc
Scenario: Film Showing



 A faculty member would like to show a film in its
 entirety to a student film club. The showing would
 be on college property and supports a college
 initiative (Diversity). The company that distributes
 the film indicated the faculty member would need
 to license the showing for $250. The JCCC library
 owns the film and the faculty member assumed he
 could legally show the film in any of his classes or to
 the club he sponsors. The audience is expected to
 be around 35 people.
Scenario: Film Showing – Follow-up



 Can a faculty member legally show any film in the
 classroom under fair use?


 What if the DVD/Video is owned by the faculty
 member? Can’t it be used in whatever fashion she
 wants?
Scenario: Textbook Ancillary Materials



 Can the free ancillary materials provided by
 textbook publishers be used in class whether or not
 the accompanying textbook is adopted by the
 instructor?
Scenario: Textbook Ancillary Materials –
Follow-up
 What if a faculty member receives an instructor
 desk copy with ancillary materials—textbook in
 digital format, study guide as both hard copy and in
 digital format, DVD with sample video’s related to
 cases in the textbook, and CD that has sample tests,
 practice worksheets, and other case files? After
 review the faculty member finds these items quite
 useful as study tools for students to access as part
 of the classroom instruction and assignments, and
 therefore would like to “load” elements into
 Blackboard or ANGEL for student access. Wouldn’t
 fair use enable the instructor to use portions of the
 materials without infringing on Copyright?
Scenario: Textbook Ancillary Materials –
Follow-up Part 2


 A faculty member receives a PowerPoint slideshow
 distributed by book publisher. She decides to delete
 all of publisher logos and references and then
 modify the PowerPoint slideshow extensively but
 retain most of the images and text. Is this legal?
Scenario: Faculty Work and Work-for-
Hire
 A faculty member teaches game programming. In
 the process of creating course content, he develops
 code that he would like to share on the internet via
 http://code.google.com. The instructor asks the
 question: Who owns the code? The code was
 developed during office hours for use in the
 classroom. Does JCCC own the code? If so who
 actually has permission to assign the license to
 it? The instructor would like to use the MIT open
 source license (see
 http://www.opensource.org/licenses/mit-
 license.php) but wants to be sure he has the legal
 right to do so.
The legal title to all materials and inventions as
defined in Section 2 above shall be held by
Johnson County Community College when
developed through college support or when
commissioned, provided, however, materials and
inventions produced under grants from the federal
government or other agency, public or
private, shall be subject to the conditions of the
contract or grant with respect to
ownership, distribution and use, and other residual
rights, including net proceeds; and provided
further, ownership to written materials generated
as a result of individual initiative, and not as a
specific college assignment, and where only
incidental use of college facilities or resources are
employed, should normally reside with the
author, subject to the provisions of Section 4.e.
Additional Issues: Part 1


• Can I Include Music from a Commercial CD I Own in
  a PowerPoint Slideshow?
• My Son Plays in a Band, Can I Use His Music in a
  PowerPoint Slideshow?
• Is It Legal to Use a Music Bed Created in
  GarageBand for a Podcast?
• I’m Using Artwork from the ArtStor Database
  Through the Library, Can I Use Those Images
  Online?
Additional Issues: Part 2


• Can I Legally Use Clip Art From Microsoft Office in
  an Instructional Project?
• What If the Copyright Owner Cannot be Found?
• Can I Duplicate One Chapter of a Textbook for
  Students Since That’s All I Use? What About One
  Article?
• Can I Use Cartoons in Classroom Lectures or Online
  Lectures?
• Can I Use Images I Find on the Web?
Resources (1)

• U.S. Copyright Office and Copyright Law of the
  United States, see
  http://www.copyright.gov/title17/
• NewsNet, see http://www.copyright.gov/newsnet/
• Congressional Research Services, Copyright
  Exemptions for Distance Education: 17 U.S.C. §
  110(2), the Technology, Education, and Copyright
  Harmonization Act of 2002, see
  https://www.policyarchive.org/bitstream/handle/1
  0207/2893/RL33516_20060706.pdf?sequence=1
Resources (2)

• North Carolina State University Fair Use Worksheet,
  see
  http://www.lib.ncsu.edu/dspc/tutorial/copyuse/wo
  rksheet.pdf
• Consortium of College and University Media
  Centers, “Educational Multimedia Fair Use
  Guidelines,” see http://ccumc.org/copyright-
  matters/fair-use-guideline
• Distance Learning and Copyright: A Guide to Legal
  Issues by Steven A. Armatas (see
  http://tinyurl.com/7jllqz)
Resources (3)

• Copyright Term & the Public Domain in the United
  States, see
  http://www.lib.umn.edu/copyright/PDchart.phtml
• Fair Use Analysis Tool, University of Minnesota, see
  http://www.lib.umn.edu/copyright/checklist.phtml
• History of Copyright, see
  http://www.copyright.gov/circs/circ1a.html
• Fundamentals of Fair Use and Copyright, California
  State University, Office of General Counsel, see
  http://www.calstate.edu/gc/docs/fair_use.doc
Resources (4)

• The TEACH Toolkit, see
  http://www.lib.ncsu.edu/dspc/legislative/teachkit/c
  hecklist.html and
  http://www.lib.ncsu.edu/dspc/legislative/teachkit/e
  xpanded_checklist.html
• Fair Use Ain’t What You Think It Is: Copyright and
  Fair Use in the Digital Classroom by Mark J. Davis,
  Esq. B.A., J.D. , see http://www.nmc.org/pdf/2008-
  Davis.pdf
• BuzzGig: The Business of Creativity Blog, see
  http://www.buzzgig.com/blog/
Code of Best Practices in Fair Use
(5 Categories)
1. Classroom Teaching with Copyrighted Materials
2. Copyrighted Material within the Curriculum
3. Sharing Teaching Materials
4. Student Work
5. Sharing Student Work
http://www.centerforsocialmedia.org/resources/publi
    cations/code_for_media_literacy_education/
Fair Use Guidelines for Educational
Multimedia 1996 (1)
• Joint Committee of Publishers, Artist Agents, Higher
  Ed. Reps. Developed
• Covers Not-for-profit Educational Uses
• Lawfully Acquired Copyright Works
• For Education Purposes in Systematic Learning
  Activities
    F2F Instruction
    Directed Self-study
    Over Institutions Secure Electronic Network in Real-
     time
Fair Use Guidelines for Educational
Multimedia 1996 (2)
• Multimedia Limitations
    Time (2 years max.)
    Portion (10% or 3 minutes video; 10% or 1000 words;
     10% < 30 seconds music; >5 images or photos per
     artist/photographer)
    Copying & Distribution
    Credit Sources
    Alterations in Original Only in Support of Educational
     Objectives
Be Legal, Be Safe, Happy Semester!

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Copyright & Fair Use

  • 1. Copyright Issues & Digital Media in the Classroom Professional Development Days January 2009 Jonathan Bacon Julie Haas Mark Daganaar
  • 2. Plan of Action In this session we’ll discuss several scenarios related to the instructional use of copyright materials in both face-to-face and online instruction. We’ll discuss epacks and supplemental materials from textbook publishers, the use of copyright works in student projects, posting copyright works on the web and in a learning management system (like ANGEL or Blackboard), use of digital databases and numerous other issues related to fair use and the TEACH Act.
  • 3. Disclaimer • We are not a lawyers, have never been, and have no intention of becoming lawyers. • This is for information and entertainment purposes only. The answers here are not intended as and are not lawyer-client advice. • Take our advice, our opinions and our chili with a grain of salt. • This information represents our research and our limited understanding of copyright law.
  • 5. Definition of Copyright • Based on the US Constitution Article 1, Section 8: Congress shall have the power… To promote the Progress of Science and useful Arts, by securing for limited Times to Authors and Inventors the exclusive Right to their respective Writings and Discoveries. • “Copyright is a form of protection provided by the laws of the United States (title 17, U. S. Code) to the authors of “original works of authorship,” including literary, dramatic, musical, artistic, and certain other intellectual works. This protection is available to both published and unpublished works.” ~ U.S. Copyright Office
  • 6. Copyright Holder Rights ~ § 106 • To Reproduce Works • To Prepare Derivative Works (Adaption) • To Distribute Works  Sale, transfer of ownership, rental, leasing, lending • To Perform Work Publically  Literary, musical, dramatic, dance, pantomimes, movies, audiovisual works • To Display Work Publically  Literary, musical, dramatic, dance, mimes, and pictorial, graphic or sculptural works including individual images from movies & audiovisual works • Public Performance of Digital Sound Recordings
  • 7. Copyright Basics • Considered Personal Property (can be sold, transferred, inherited) • Original Works of Authorship § 102(a) • Automatic Protection when Work Created • Doesn’t Cover Facts or Ideas • Must Be in Fixed Form § 102(a)  “Tangible Medium of Expression” • Registration (Not required after March 1, 1989)
  • 8. Authorship vs. Ownership • Owning Object ≠ Copyright • Creator of Work Considered Author • Ownership May Have Transferred • Work for Hire § 101
  • 9. Protectable Works ~ § 102(a) • Literary Works • Musical Works • Dramatic Works • Pantomimes & Choreographic Works • Pictorial, Graphic & Sculptural Works • Motion Pictures & Other Audiovisual Works • Sound Recordings • Architectural Works
  • 10. Public Domain • Copyright Expired*  http://www.lib.umn.edu/copyright/PDchart.phtml • Dedicated by Author to Public or Copyright Abandoned by Author (Computer Freeware) • Publication in the US before 1923 • Publication in the US before March 1, 1989 without copyright notice • Publication in the US before 1964 without copyright renewal • Federal Government Produced (§ 105)
  • 11. Ways to Use Works & Comply with Copyright Laws • Is Work Protected by Copyright? • Qualify as “Fair Use?” • Qualify under TEACH Act? • If Not, Seek Permission from Copyright Holder.
  • 12. The Balancing Act • Exclusive Rights • Free Exchange of of Author Ideas to Benefit Society
  • 13. Fair Use Is Not a Right, It’s an Excuse
  • 14. Fair Use Factors ~ § 107 aka Four Factor Analysis • Purpose and Character of Use  Commercial vs. Not-for-profit • Nature of Work • Amount & Substantiality  Portion used in relation to whole • Effect on Potential Market
  • 15. Fair Use: The Tipping Point Fair Use Not Fair Use http://www.lib.ncsu.edu/dspc/tutorial/copyuse/worksheet.pdf
  • 16. T.E.A.C.H. Act ~ Title 17, §110(2) Provides limitations on author rights only if: • Source material is a legally obtained copy • Access to source materials does not circumvent a digital rights management system. • Defines Fair Use (§ 110) to cover the Digital Classroom; e.g., Provides for Transmission of DL Materials and Media § 110(2) • Traditional notions of fair use do not apply in the digital classroom
  • 17. What TEACH Act Does (1) • Excludes Materials Produced/Marketed for Online or Digital Classroom Use • Digital Copies Legally Obtained, May Not Circumvent DRMS • Accredited Nonprofit Educational Institutions or Govt. Bodies Only • Directly Related to Subject Being Taught • Under Supervision of Instructor • Part of Systematic Mediated Instructional Activities • Equivalent to Amount Used in a Live Classroom
  • 18. What TEACH Act Does (2) • Access Limited to Enrolled Students • Technological Measures Employed to Prevent Retention or Redistribution of Copyright Works • Precondition: Institutional Policies on Copyright Usage • Precondition: Focus on Education • Precondition: Notification of Copyright Ownership Rights to Learners
  • 19. The materials on this course web site are only for the use of students enrolled in this course for purposes associated with this course and may not be retained or further disseminated.
  • 20. “The materials on this course web site are only for the use of students enrolled in this course for purposes associated with this course and may not be retained or further disseminated. Further, Johnson County Community College (JCCC) requires its faculty, staff, and students to comply with the United States Copyright Act. Faculty, students and staff shall download, possess, or store only lawfully acquired copyrighted materials and use, adapt, distribute, or perform them only in ways consistent with the Copyright act, associated case law, the Fair Use principle, and the intellectual property rights of others (read JCCC’s Copyright Policy and Guidelines at http://www.jccc.edu/home/depts/003100/site/desk_ref_toc/ copyright_toc).”
  • 21. JCCC Copyright Policies & Procedures JCCC has published copyright information and policies on the web. The important links are: • http://www.jccc.edu/home/depts.php/003100/site /desk_ref_toc/copyright_toc/Index_Copyright • and http://www.jccc.edu/home/depts/003100/site/des k_ref_toc/copyright_toc
  • 22. Scenario: Film Showing A faculty member would like to show a film in its entirety to a student film club. The showing would be on college property and supports a college initiative (Diversity). The company that distributes the film indicated the faculty member would need to license the showing for $250. The JCCC library owns the film and the faculty member assumed he could legally show the film in any of his classes or to the club he sponsors. The audience is expected to be around 35 people.
  • 23. Scenario: Film Showing – Follow-up Can a faculty member legally show any film in the classroom under fair use? What if the DVD/Video is owned by the faculty member? Can’t it be used in whatever fashion she wants?
  • 24. Scenario: Textbook Ancillary Materials Can the free ancillary materials provided by textbook publishers be used in class whether or not the accompanying textbook is adopted by the instructor?
  • 25. Scenario: Textbook Ancillary Materials – Follow-up What if a faculty member receives an instructor desk copy with ancillary materials—textbook in digital format, study guide as both hard copy and in digital format, DVD with sample video’s related to cases in the textbook, and CD that has sample tests, practice worksheets, and other case files? After review the faculty member finds these items quite useful as study tools for students to access as part of the classroom instruction and assignments, and therefore would like to “load” elements into Blackboard or ANGEL for student access. Wouldn’t fair use enable the instructor to use portions of the materials without infringing on Copyright?
  • 26. Scenario: Textbook Ancillary Materials – Follow-up Part 2 A faculty member receives a PowerPoint slideshow distributed by book publisher. She decides to delete all of publisher logos and references and then modify the PowerPoint slideshow extensively but retain most of the images and text. Is this legal?
  • 27. Scenario: Faculty Work and Work-for- Hire A faculty member teaches game programming. In the process of creating course content, he develops code that he would like to share on the internet via http://code.google.com. The instructor asks the question: Who owns the code? The code was developed during office hours for use in the classroom. Does JCCC own the code? If so who actually has permission to assign the license to it? The instructor would like to use the MIT open source license (see http://www.opensource.org/licenses/mit- license.php) but wants to be sure he has the legal right to do so.
  • 28. The legal title to all materials and inventions as defined in Section 2 above shall be held by Johnson County Community College when developed through college support or when commissioned, provided, however, materials and inventions produced under grants from the federal government or other agency, public or private, shall be subject to the conditions of the contract or grant with respect to ownership, distribution and use, and other residual rights, including net proceeds; and provided further, ownership to written materials generated as a result of individual initiative, and not as a specific college assignment, and where only incidental use of college facilities or resources are employed, should normally reside with the author, subject to the provisions of Section 4.e.
  • 29. Additional Issues: Part 1 • Can I Include Music from a Commercial CD I Own in a PowerPoint Slideshow? • My Son Plays in a Band, Can I Use His Music in a PowerPoint Slideshow? • Is It Legal to Use a Music Bed Created in GarageBand for a Podcast? • I’m Using Artwork from the ArtStor Database Through the Library, Can I Use Those Images Online?
  • 30. Additional Issues: Part 2 • Can I Legally Use Clip Art From Microsoft Office in an Instructional Project? • What If the Copyright Owner Cannot be Found? • Can I Duplicate One Chapter of a Textbook for Students Since That’s All I Use? What About One Article? • Can I Use Cartoons in Classroom Lectures or Online Lectures? • Can I Use Images I Find on the Web?
  • 31. Resources (1) • U.S. Copyright Office and Copyright Law of the United States, see http://www.copyright.gov/title17/ • NewsNet, see http://www.copyright.gov/newsnet/ • Congressional Research Services, Copyright Exemptions for Distance Education: 17 U.S.C. § 110(2), the Technology, Education, and Copyright Harmonization Act of 2002, see https://www.policyarchive.org/bitstream/handle/1 0207/2893/RL33516_20060706.pdf?sequence=1
  • 32. Resources (2) • North Carolina State University Fair Use Worksheet, see http://www.lib.ncsu.edu/dspc/tutorial/copyuse/wo rksheet.pdf • Consortium of College and University Media Centers, “Educational Multimedia Fair Use Guidelines,” see http://ccumc.org/copyright- matters/fair-use-guideline • Distance Learning and Copyright: A Guide to Legal Issues by Steven A. Armatas (see http://tinyurl.com/7jllqz)
  • 33. Resources (3) • Copyright Term & the Public Domain in the United States, see http://www.lib.umn.edu/copyright/PDchart.phtml • Fair Use Analysis Tool, University of Minnesota, see http://www.lib.umn.edu/copyright/checklist.phtml • History of Copyright, see http://www.copyright.gov/circs/circ1a.html • Fundamentals of Fair Use and Copyright, California State University, Office of General Counsel, see http://www.calstate.edu/gc/docs/fair_use.doc
  • 34. Resources (4) • The TEACH Toolkit, see http://www.lib.ncsu.edu/dspc/legislative/teachkit/c hecklist.html and http://www.lib.ncsu.edu/dspc/legislative/teachkit/e xpanded_checklist.html • Fair Use Ain’t What You Think It Is: Copyright and Fair Use in the Digital Classroom by Mark J. Davis, Esq. B.A., J.D. , see http://www.nmc.org/pdf/2008- Davis.pdf • BuzzGig: The Business of Creativity Blog, see http://www.buzzgig.com/blog/
  • 35. Code of Best Practices in Fair Use (5 Categories) 1. Classroom Teaching with Copyrighted Materials 2. Copyrighted Material within the Curriculum 3. Sharing Teaching Materials 4. Student Work 5. Sharing Student Work http://www.centerforsocialmedia.org/resources/publi cations/code_for_media_literacy_education/
  • 36. Fair Use Guidelines for Educational Multimedia 1996 (1) • Joint Committee of Publishers, Artist Agents, Higher Ed. Reps. Developed • Covers Not-for-profit Educational Uses • Lawfully Acquired Copyright Works • For Education Purposes in Systematic Learning Activities  F2F Instruction  Directed Self-study  Over Institutions Secure Electronic Network in Real- time
  • 37. Fair Use Guidelines for Educational Multimedia 1996 (2) • Multimedia Limitations  Time (2 years max.)  Portion (10% or 3 minutes video; 10% or 1000 words; 10% < 30 seconds music; >5 images or photos per artist/photographer)  Copying & Distribution  Credit Sources  Alterations in Original Only in Support of Educational Objectives
  • 38. Be Legal, Be Safe, Happy Semester!