Copyright: Exceptions
Exceptions faculty and students can use
Title 17 of the U.S. Code contains the U.S. Copyright Law. Section 106 delineates the rights of copyright owners:
- to reproduce (photocopy, right-click save as, download, burning CDs or DVDs, scanning books)
- to make derivative works (remix, mashup, abridgement, etc.)
- to distribute copies (passing out photocopies, posting something on the web or social media)
- to perform (screening a movie to a group of people, using a musician's song as background to your YouTube video, playing songs publicly by "digital transmission")
- to display (show a copy on a presentation slide, in movie clips, or in a YouTube video)
There are limitations, or exceptions, to these exclusive rights of copyright owners. Of these, three exceptions are applicable in an educational setting:
- Fair Use (17 U.S. Code § 107)
- Face-to-face teaching activities (17 U.S. Code § 110.1)
- TEACH Act of 2002 (17 U.S. Code § 110.2)
As a user of copyrighted materials, you choose only one of these exceptions to use at a time. In other words, if you are using the fair use exception, then you are not using the other two exceptions. If you are using the face-to-face teaching exception, then you are not claiming fair use.
#1 - Fair Use
FOR STUDENTS & FACULTY
Fair use is a legal exception provided by U.S. copyright law, in order to limit the rights of copyright owners (listed above). Fair use is not a toggle but a spectrum. In other words, you can't simply say something is fair use because your use is educational. You must evaluate each copyrighted work you intend to use according to all four factors of fair use:
- the purpose and character of the use, including whether such use is of a commercial nature or is for nonprofit educational purposes;
- the nature of the copyrighted work;
- the amount and substantiality of the portion used in relation to the copyrighted work as a whole; and
- the effect of the use upon the potential market for or value of the copyrighted work.
(Source: 17 U.S. Code § 107)
An educational use of a copyrighted work falls under factor #1, purpose and character. The factors are not weighed evenly in court, where the ultimate fair use determinations are made. Therefore, it is a myth that all educational uses are fair uses. If you are using a copyrighted work in your thesis, lecture slides, journal article, book, ePortfolio, blog post, capstone project, YouTube video, etc., you need to conduct a fair use evaluation for your intended use OR seek permission for your intended use from the copyright owner.
- What is an "educational use"?It might not encompass everything you think it does. From Stanford University's Copyright and Fair Use Center.
- Fair Use Checklist (Columbia University Libraries, Copyright Advisory Office)Read the important caveats on this page about using a checklist; then view the actual PDF checklist.
- Fair Use EvaluatorThis tool is much better than any checklist, as it walks you through a step-by-step analysis of your use of one copyrighted work. You can then print out a PDF of your evaluation to keep for your records.
- Scanning copyrighted works to post on UBLearnsThis very short resource from Duke University explains why you need to evaluate posting works to a course site for fair use before posting.
#2 - Face-to-face teaching exception
FOR STUDENTS & FACULTY
Unlike the fair use exception, which can be applied to various kinds of works and to various uses, the face-to-face teaching exception applies only to the performance and display of works and only in the physical classroom. Often, using the face-to-face exception is easier and less complicated than using the fair use exception, which is more nuanced and requires more consideration. This exception does not apply to textual readings but to the display of images or the performance of a video or sound recording: movies, documentaries, recordings of a poem, images in your slides:
...performance or display of a work by instructors or pupils in the course of face-to-face teaching activities of a nonprofit educational institution, in a classroom or similar place devoted to instruction, unless, in the case of a motion picture or other audiovisual work, the performance, or the display of individual images, is given by means of a copy that was not lawfully made under this title, and that the person responsible for the performance knew or had reason to believe was not lawfully made...
(Source: 17 U.S. Code § 110.1)
- Copyright: Media in the Face-to-Face ClassroomLibrary guide from University of Missouri-Kansas City
#3 - TEACH Act (distance learning)
FOR FACULTY
Unlike the fair use exception, which can be applied to various kinds of works and to various uses, the TEACH Act exception applies only to the performance and display of works in distance learning scenarios, such as UBLearns course sites. The requirements are numerous and technical, which is why you may have already used this exception without knowing it. Because there are so many requirements, institutions often subscribe to TEACH Act compliant products for faculty to use on learning management systems like UBLearns. Here are UB's TEACH Act compliant products for the performance and display of copyrighted films:
- For documentaries and other educational films: Kanopy
- For feature films: Swank Digital Campus
- Other streaming media resources from the University Libraries
The TEACH Act section of the U.S. Code is much longer than the face-to-face teaching exception (quoted in full above): 17 U.S. Code § 110.2.
The TEACH Act exception covers performances and displays of copyrighted works beyond the films offered in Kanopy and Swank. For more information, explore the links below.
- Copyright: TEACH ActLibrary guide from University of Missouri-Kansas City
- TEACH Act ChecklistLibrary guide from University of Texas Libraries
- TEACHing from a Distance and Copyright ConsiderationsLibrary of Congress blog post by David Welkowitz, attorney-advisor in the Office of the General Counsel, 2020-03-17. Discusses the TEACH Act in the current COVID-19 context of increased distant learning at universities.