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Fair Use


"Academic freedom at Regent University is framed by the context of the university's mission statement and statement of faith and is consistent with the standards and norms stated in the academic freedom policy.  The faculty member is free to pursue truth within his or her discipline by research, discussion, and other forms of inquiry.  This freedom carries a responsibility to truth, to scholarly integrity, and to one's students."
(Regent Faculty and Academic Policy Handbook, 1:02:01)

Notwithstanding the provisions of sections 106 and 106A, the fair use of copyrighted work, including such use by reproduction in copies or phonorecords or by any other means specified in that section, for purposes such as criticism, comment, news reporting, teaching (including multiple copies for classroom use), scholarship, or research, is not an infringement of copyright.
(Title 17, Section 107, US Code)


FAIR USE

WHAT IS FAIR USE? |   WHAT DETERMINES FAIR USE? | WHAT DO THESE FACTORS MEAN? | WHAT ABOUT EDUCATIONAL COPYING?

What is fair use?

Fair use is a limitation of copyright under Section 107 of the Copyright Law that allows reproduction  of copyrighted works for the purpose of criticism, comment, news reporting, teaching, scholarship, or research. 

What determines fair use?

In determining whether the use made of a work in any particular case is fair use the factors to be considered shall include--

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

(2) the nature of the copyrighted work;

(3) the amount and substantiality of the portion used in relation to the copyrighted work as a whole;

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

The fact that a work is unpublished shall not by itself bar a finding of fair use if such finding is made upon consideration of all the above factors. (Sec. 107)

What do these factors mean?

The factors contributing to fair use must be considered individually and then weighed against one another to determine fair use.   All four factors must be taken into consideration.  There are no concrete guidelines and the courts may look at each case differently. They may consider other factors such as the availability of the material and/or the owner.  When deciding whether use of  material qualifies for fair use, consider the following:

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

While Congress favors use for nonprofit educational purposes, this use alone will not constitute fair use. Commercial use of a work weighs against fair use.  If  the purpose of copying is for criticism, news reporting, comment, teaching, research or scholarship, this weighs in favor of fair use.   If access is limited to classroom or password protected, it weighs toward fair use.

(2) the nature of the copyrighted work

If a work is factual or nonfiction, it weighs more towards fair use.  Works of fiction or works that are highly creative will carry less weight.  Published works weigh more towards fair use than unpublished works.

(3) the amount and substantiality of the portion used in relation to the copyrighted work as a whole

The law does not give specific guidelines.   The less that is copied the heavier will be the weight given to fair use. 

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

If copying the work has an adverse effect on the market, this will weigh against fair use.  If an original work could have been purchased,  this will weigh against fair use. 

What about educational copying?

The following guidelines from Circular 21: Reproduction of Copyrighted Works by Educators and Librarians are generally accepted for classroom copying in not-for-profit educational institutions with respect to books and periodicals.   These guidelines state the minimum and not the maximum standards of educational fair use.

I. Single Copying for Teachers
A single copy may be made of any of the following by or for a teacher at his or her individual request for his or her scholarly research or use in teaching or preparation to teach a class:
A. A chapter from a book;
B. An article from a periodical or newspaper;
C. A short story, short essay or short poem, whether or not from a collective work;
D. A chart, graph, diagram, drawing, cartoon or picture from a book, periodical, or newspaper.

II. Multiple Copies for Classroom Use
Multiple copies (not to exceed in any event more than one copy per pupil in a course) may be made by or for the teacher giving the course for classroom use or discussion; provided that:
A. The copying meets the tests of brevity and spontaneity as defined below; and,
B. Meets the cumulative effect test as defined below; and,
C. Each copy includes a notice of copyright
Definitons
Brevity
(i)Poetry: (a) A complete poem if less than 250 words and if printed on not more that two pages or, (b) from a longer poem, an excerpt of not more than 250 words.
(ii)Prose: (a) Either a complete article, story or essay of less than 2,500 words, or (b) an excerpt from any prose work of not more than 1,000 words or 10% of the work, whichever is less, but in any event a minimum of 500 words.
(iii)Illustration: One chart, graph, diagram, drawing, cartoon, or picture per book or per periodical issue.
(iv) "Special" works: Certain works in poetry, prose or in "poetic prose" which often combine language with illustrations and which are intended sometimes for children and at other times for a more general audience fall short of 2,500 words in their entirety.  Paragraph "ii" above notwithstanding such "special works" may not be reproduced in their entirety; however, an excerpt comprising not more than 10% of the words found in the text thereof, may be reproduced.
Spontaneity
(i) The copying is at the instance and inspiration of the individual teacher, and
(ii) The inspiration and decision to use the work and the moment of its use for maximum teaching effectiveness are so close in time that it would be unreasonable to expect a timely reply to a request for permission.
Cumulative Effect
(i) the copying of the material is for only one course in the school in which the copies are made.
(ii) Not more than one short poem, article, story, essay or two excerpts may be copied from the same author, nor more than three from the same collective work or periodical volume during one class term.
(iii) There shall be not more than nine instances of such multiple copying for one course during one class term.
[The limitations stated in "i" and "iii" above shall not apply to current news periodicals and newspapers and current news sections of other periodicals.]

III. Prohibitions as to I and II Above
Notwithstanding any of the above, the following shall be prohibited:
(A) Copying shall not be used to create or to replace or substitute for anthologies, compilations or collective works.  Such replacement or substitution may occur whether copies of various works or excerpts therefrom are accumulated or reproduced and used separately.
(B) There shall be no copying of or from works intended to be "consumable" in the course of study or of teaching.  These include workbooks, exercises, standardized tests and test booklets and answer sheets and like consumable material.
(C) Copying shall not:
(a) substitute for the purchase of books, publishers' reprints or periodicals;
(b) be directed by higher authority;
(c) be repeated with respect to the same item by the same teacher from term to term.
(D) No charge shall be made to the student beyond the actual cost of the photocopying.

The following guidelines state the minimum and not the maximum standards of fair use with respect to the educational uses of music.

A. Permissible Uses
1. Emergency copying to replace purchased copies which for any reason are not available for an imminent performance provided purchased replacement copies shall be subtituted in due course.
2. For academic purposes other than performance, single or multiple copies of excerpts of works may be made, provided that the excerpts do not comprise a part of the whole which would constitute a performable unit such as a section, movement or aria, but in no case more than 10 percent of the whole work.  The number of copies shall not exceed one copy per pupil.
3. Printed copies which have been purchased may be edited or simplfied provided that the fundamental character of the work is not distorted or the lyrics, if any, altered or lyrics added if none exist.
4. A single copy of recordings of performances by students may be made for evaluation or rehearsal purposes and may be retained by the educational institution or individual teacher.
5. A single copy of a sound recording (such as a tape, disc or cassette) of copyrighted music may be made from sound recordings owned by an educational institution or an individual teacher for the purpose of constructing aural exercises or examinations and may be retained by the educational institution or individual teacher.  (This pertains only to the copyright of the music itself and not to any copyright which may exist in the sound recording.)

B. Prohibitions
1. Copying to create or replace or substitute for anthologies, compilations or collective works.
2. Copying of or from works intended to be "consumable" in the course of study or of teaching such as workbooks, exercises, standardized tests and answer sheets and like materials.
3. Copying for the purpose of performance, except as in A (1) above.
4. Copying for the purpose of substituting for the purchase of music, except in A(1) and A(2) above.
5. Copying without inclusion of the copyright notice which appears on the printed copy.

COPYRIGHT BASICS | FAIR USE | COPYRIGHT POLICIES | OBTAINING PERMISSIONS INFRINGEMENT | ONLINE SERVICE PROVIDERRESOURCES

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This page created by Regent University Library; updated 2002
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