how copyright law and fair use impact third party captioning

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How Copyright and Fair Use Impact Third-Party Captioning

for Educational VideoBlake Reid

Assistant Clinical Professor, Colorado Law

April 2, 2015 3PlayMedia

Disclaimer

• I am a lawyer, but not your lawyer.

• If this were advice, it would be accompanied by a bill!

• Opinions = my own

Scenario:Adding captions to a video to be used in class

Scenario:(similar analysis and results for video description and

alternate formats of books)

Key takeaway: caption it!

Key takeaway: caption it!

(it’s arguably fair use)

Key takeaway: caption it!

(but fair use is complicated, so make sure university counsel has your back)

Questions:• Should I caption the video? (Why?)

• Is the video copyrighted?

• Does someone else hold the copyright?

• If it is, can you get permission? (Easily?)

• If you can’t, does captioning infringe the copyright holder’s exclusive rights?

• If so, are there any defenses?

Questions:• Should I caption the video? (Why?)

• Is the video copyrighted?

• Does someone else hold the copyright?

• If it is, can you get permission? (Easily?)

• If you can’t, does captioning infringe the copyright holder’s exclusive rights?

• If so, are there any defenses?

Why caption?• Federal disability law

• Americans with Disabilities Act

• Rehabilitation Act of 1973, IDEA, etc.

• Federal telecommunications law and regulations

• Telecommunications Act of 1996

• Twenty-First Century Communications and Video Accessibility Act

• State law

Why caption?

• Obligations are very serious

• See National Association of the Deaf lawsuits against Harvard and MIT

Why caption?

• It’s the right thing to do!

• Students with disabilities have a civil right to access education on equal terms

Questions:• Should I caption the video? (Why?)

• Is the video copyrighted?

• Does someone else hold the copyright?

• If it is, can you get permission? (Easily?)

• If you can’t, does captioning infringe the copyright holder’s exclusive rights?

• If so, are there any defenses?

Questions:• Should I caption the video? (Why?)

• Is the video copyrighted?

• Does someone else hold the copyright?

• If it is, can you get permission? (Easily?)

• If you can’t, does captioning infringe the copyright holder’s exclusive rights?

• If so, are there any defenses?

Is the video copyrighted?

• Most contemporary videos and sound recordings protected by ©

• Copyright vests automatically—no need to register!

Is the video copyrighted?

• Exception: the public domain

• But, complicated to determine

By Wikipedia user Jappalng—CC BY-SA 3.0 http://en.wikipedia.org/wiki/Wikipedia:Public_domain#/media/File:PD-US_table.svg

Is the video copyrighted?

• Consider using public domain calculators:

• http://www.publicdomainsherpa.com/calculator.html

• http://www.limitedtimes.com

Is the video copyrighted?

• But in most cases (especially within last decade or two), probably safe to assume ©

Questions:• Should I caption the video? (Why?)

• Is the video copyrighted?

• Does someone else hold the copyright?

• If it is, can you get permission? (Easily?)

• If you can’t, does captioning infringe the copyright holder’s exclusive rights?

• If so, are there any defenses?

Questions:• Should I caption the video? (Why?)

• Is the video copyrighted?

• Does someone else hold the copyright?

• If it is, can you get permission? (Easily?)

• If you can’t, does captioning infringe the copyright holder’s exclusive rights?

• If so, are there any defenses?

Does someone else own the copyright?

• Was the video was created by university faculty, staff, or students?

• If so, university may hold the copyright

• Complicated—check university IP policy

• Or, may automatically receive a license

Questions:• Should I caption the video? (Why?)

• Is the video copyrighted?

• Does someone else hold the copyright?

• If it is, can you get permission? (Easily?)

• If you can’t, does captioning infringe the copyright holder’s exclusive rights?

• If so, are there any defenses?

Questions:• Should I caption the video? (Why?)

• Is the video copyrighted?

• Does someone else hold the copyright?

• If it is, can you get permission? (Easily?)

• If you can’t, does captioning infringe the copyright holder’s exclusive rights?

• If so, are there any defenses?

Can you get permission?

• No copyright problem if you get permission (i.e., a license)

• Should be especially easy (or even implied) w/faculty/staff/students

• Some copyright holders may oblige

Can you get permission?

• If copyright holder won’t oblige, why not?

• Do they already make the video available in an accessible form?

• If not, may aid in fair use analysis.

• If so, why are you trying to recaption?

Can you get permission?

• May be impractical to get permission, e.g.:

• Can’t identify copyright holder

• Multiple copyright holders

• Trying to caption a library of videos

Questions:• Should I caption the video? (Why?)

• Is the video copyrighted?

• Does someone else hold the copyright?

• If it is, can you get permission? (Easily?)

• If you can’t, does captioning infringe the copyright holder’s exclusive rights?

• If so, are there any defenses?

Questions:• Should I caption the video? (Why?)

• Is the video copyrighted?

• Does someone else hold the copyright?

• If it is, can you get permission? (Easily?)

• If you can’t, does captioning infringe the copyright holder’s exclusive rights?

• If so, are there any defenses?

Does captioning infringe exclusive rights?

• Copyright is limited in scope

• Several exclusive rights for video

• Reproduction (copying)

• Adaptation (derivative works)

• Distribution

• Public performance

Does captioning infringe exclusive rights?

• Which right(s) are implicated is complex, but…

• May implicate one or more

• But, stay tuned for defenses! Implication ≠ liability.

Questions:• Should I caption the video? (Why?)

• Is the video copyrighted?

• Does someone else hold the copyright?

• If it is, can you get permission? (Easily?)

• If you can’t, does captioning infringe the copyright holder’s exclusive rights?

• If so, are there any defenses?

Questions:• Should I caption the video? (Why?)

• Is the video copyrighted?

• Does someone else hold the copyright?

• If it is, can you get permission? (Easily?)

• If you can’t, does captioning infringe the copyright holder’s exclusive rights?

• If so, are there any defenses?

Defenses

• No accessibility-specific exemption or limitation in U.S. law for video

• Chafee Amendment limits exclusive rights, but only for certain types of books, entities, and disabilities

Defenses

• Some exemptions and limitations available for schools and libraries

• Complex/applicability to captions unclear

Defenses

• Fair use saves the day

• Don’t need permission!

• Doesn’t matter which rights, if any, captioning implicates!

• But, big caveat:

“[F]air use in America simply means the right to hire a lawyer . . .”

-Larry Lessig

Defenses: Fair Use

• Downside: not a sure thing

• No case directly on point for captions

Defenses: Fair Use

• But, a very strong case to be made

• (This is why you need university counsel on your side!)

Defenses: Fair Use

• Teaching is an exemplary fair use in the Copyright Act:

• “The fair use of a copyrighted work . . . for purposes such as . . . teaching (including multiple copies for classroom use), scholarship, or research, is not an infringement of copyright.”

Defenses: Fair Use

• Accessibility is also cited as an exemplary fair use in the Copyright Act’s legislative history:

• “[T]he making of [alternate format books for people who are blind or visually impaired] as a free service for a blind persons would properly be considered a fair use . . . .”

Defenses: Fair Use

• The Supreme Court agrees:

• “Making a copy of a copyrighted work for the convenience of a blind person is expressly identified by the [legislative history] as an example of fair use, with no suggestion that anything more than a purpose to entertain or to inform need motivate the copying.”

Defenses: Fair Use

• Authors Guild v. HathiTrust (2d. Circuit 2014)

• Held digitization of 10 million+ books stored across 80 member institutions for accessibility purposes (among other things) = fair use

Defenses: Fair Use

• Though cases and legislative history cite to making books accessible, strong analogy to movies

Defenses: Fair Use• Fair use is a multifactor test; most important

factors are:

• (1) the purpose and character of the use, including whether such use is of a commercial nature or is for nonprofit educational purposes

• (4) the effect of the use upon the potential market for or value of the copyrighted work

Defenses: Fair Use• First factor: purpose and character of use

• Under HathiTrust, accessibility purposes are fair (even though not transformative)

• Supreme Court agreement

• Legislative history

• Existence of Americans with Disabilities Act and Chafee Amendment

Defenses: Fair Use• Fourth factor: effect on the market

• Generally not a market copyright holders are interested in serving

• For video: easy to show when copyright holder expressly declines to provide captioning

• Can probably be inferred if video doesn’t come with captions

• Arguably still the case if existing captions are not of sufficient quality to meet accessibility obligations

Defenses: Fair Use

• Long story short: strong argument for fair use!

Defenses: Fair Use

• One caveat: anti-circumvention liability under Section 1201 of the Digital Millennium Copyright Act (DMCA)

• Do you have to break DRM?

• If so, circuit split on whether fair use applies

• Exemption process at U.S. Copyright Office

Randall Munroe, Copyright, xkcd, https://xkcd.com/14/

Questions?