pat aufderheide brandon butler peter jaszi fair use and research librarians

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Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE FAIR USE AND AND RESEARCH RESEARCH LIBRARIANS LIBRARIANS

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Page 1: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

Pat Aufderheide Brandon ButlerPeter Jaszi

FAIR USE FAIR USE AND AND RESEARCH RESEARCH LIBRARIANLIBRARIANSS

Page 2: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

OVERVIEWOVERVIEW

• Copyright and its problems

• Why librarians need useable fair use

• Code of Best Practices in Fair Use for Academic and Research Libraries

Page 3: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

THE PURPOSE THE PURPOSE OF OF

COPYRIGHCOPYRIGHTT

Page 4: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

ONE PURPOSE :ONE PURPOSE :

TO PROMOTE THE TO PROMOTE THE CREATION OF CREATION OF CULTURECULTURE

Page 5: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

By:By:

•Rewarding creators with limited monopoly

•Encouraging new makers to use existing culture

Page 6: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

WHY BALANCE? WHY BALANCE?

• All culture created on existing culture (we used to know that)

• The First Amendment (no censorship)

Page 7: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

BIGGEST BALANCING BIGGEST BALANCING FEATURE:FEATURE:

FAIR USE FAIR USE legal, unauthorized

use of copyrighted

material--under some circumstances

FAIR USE FAIR USE legal, unauthorized

use of copyrighted

material--under some circumstances

Page 8: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

GOOD NEWS…GOOD NEWS…• Judges love

balancing features

• Supreme Court: fair use protects free speech

• Fair use judicial interpretation shifts greatly since 1990

Page 9: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

““FOUR FACTORS”FOUR FACTORS”

• Reason for the use

• Kind of work used

• Amount used

• Effect on the market

Page 10: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

JUDGES ASK:JUDGES ASK:

• Did you transform the use? ((i.e. use for new purpose, context, audience, insight) .

• Did you use the appropriate amount to satisfy the transformative use?

Page 11: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

PLUS…PLUS…

Custom and practice of individual creative communities…

...especially when well-documented

Page 12: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

BEST BEST

PRACTICESPRACTICES

CODESCODES

Page 13: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

COMMUNITIES INTERPRET FAIR USE:

• Documentary filmmakers

• Scholars

• Media literacy teachers

• Online video

• Dance collections

• OpenCourseWare

Page 14: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

DOCUMENTARY CODE

Page 15: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

RESULTS:RESULTS:

• TV programmers air films

• New kinds of films

• All insurers of errors and omissions insurance now accept fair use claims

• Lawyers use the Statement to build their practices

Page 16: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

FILM SCHOLARS

Page 17: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

MEDIAMEDIA LITERACY LITERACY

TEACHERSTEACHERS

Page 18: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

DANCE ARCHIVISTSDANCE ARCHIVISTS

Page 19: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

OPEN COURSEWAREOPEN COURSEWARE

Page 20: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

BEST PRACTICES, BEST PRACTICES, NOT GUIDELINESNOT GUIDELINES

• Principles, not rules

• Limitations, not bans

• Reasoning, not rote

Page 21: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

WHYWHYFAIR USE FAIR USE

MATTERS TO MATTERS TO LIBRARIANSLIBRARIANS

Page 22: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

FAIR USE ENABLESFAIR USE ENABLESMISSIONMISSION

• Mission to serve knowledge past, present, future

• Need to access copyrighted work

• Digital innovation/obsolescence

Page 23: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

BUT…BUT…• Insecurity and

hesitation=staff costs, mission deformed

• Fair use would help, but is under-used

• Risk aversion substituted for fair use analysis

Page 24: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

The Code of The Code of Best Practices Best Practices in Fair Use for in Fair Use for Academic and Academic and Research Research LibrariesLibraries

Page 25: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

CREATED BY CREATED BY LIBRARIANS LIBRARIANS

Deep deliberation by 90 librarians from 64 inst’ns in nine 4-hour discussions.

Review by diverse panel of legal experts.

Page 26: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

NEW INPUT FOR NEW INPUT FOR RISK RISK MANAGEMENTMANAGEMENT

• Put legal risks into perspective, “mission risk”

• Consider views of librarians

• Grounding for solidarity

Page 27: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

Fair Use Fair Use Applies in 8 Applies in 8

Common Common SituationsSituations

Page 28: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

ONE:ONE:Digital access to teaching materials for students and profs

…with limitations!

…and enhancements, too.

Page 29: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

TWO:TWO:Exhibits, both physical & virtual

…with limitations

…and enhancements!

Page 30: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

THREE:THREE:Digitizing to preserve at-risk items

…when you can’t buy it (plus more limitations & enhancements)

Page 31: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

NOTICING A NOTICING A TREND? TREND?

Yup. All those limitations and enhancements mean you will need to read the Code with care.

Page 32: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

And now….And now….

Back to our countdown.

Page 33: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

FOUR:FOUR:Digital collections of archives and special collections

(+ limitations and enhancements)

Page 34: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

FIVE:FIVE:

Acess to research and teaching materials for disabled users

(+ limitations and enhancements)

Page 35: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

SIX: SIX: Institutional repositories, e.g. dissertations, multimedia research

((+ limitations and enhancements)

Page 36: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

SEVEN: SEVEN: Create digital databases for “non-consumptive uses” (digitizing, indexing for search)

(+ limitations and enhancements, of course)

Page 37: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

EIGHT:EIGHT:Making topically-based collections of Web-based material

(+ limitations and enhancements)

Page 38: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

FAIR USEFAIR USE::

Practice Practice Makes Makes PracticePractice

Page 39: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

MORE INFORMATION

09/30/09

Page 40: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

The code and much more (videos! Presentations!

FAQs!)• Arl.org/fairuse• Centerforsocialmedia.org/• fair-use• Pijip.wcl.edu/libraries

09/30/09

Page 41: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

09/30/09

Page 42: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

Please feel free to share thispresentation in its entirety.For excerpting, kindly employthe principles of fair use.

Please feel free to share thispresentation in its entirety.For excerpting, kindly employthe principles of fair use.

Page 43: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

THANK YOU!THANK YOU!

Andrew W. Mellon Andrew W. Mellon Foundation Foundation

Research librarians Research librarians everywhereeverywhere

Page 44: Pat Aufderheide Brandon Butler Peter Jaszi FAIR USE AND RESEARCH LIBRARIANS

CONTACT INFOCONTACT INFO

Pat Aufderheide [email protected]

Brandon [email protected]

Peter [email protected]