News, Views and Careers for All of Higher Education
Oct. 21, 2005
Sometimes our tools are our politics, and that’s not always a good thing. Last week, the Copyright Clearance Center announced that it would integrate a “Copyright Permissions Building Block” function directly into Blackboard’s course management tools. The service automates the process of clearing copyright for course materials by incorporating it directly into the Blackboard tool kit; instructors post materials into their course space, and then tell the application to send information about those materials to CCC for clearance.
For many, this move offers welcome relief to the confusion currently surrounding the issue of copyright. Getting clearance for the materials you provide to your students, despite the help of organizations like CCC, is still a complicated and opaque chore. Instructors either struggle through the clumsy legal and financial details or furtively dodge the process altogether and hope they don’t get caught. With the centralization offered by CCC and now the automation offered by this new Blackboard add-on, the process will be more user-friendly, comprehensive, and close at hand. As Tracey Armstrong, executive vice president for CCC, put it, “This integration is yet another success in making the ‘right thing’ become the ‘easy thing.’”
Certainly, anything that helps get intellectual resources into the hands of students in the format they find most useful is a good thing. I have no doubt that both the CCC and Blackboard genuinely want the practical details of getting course materials together, cleared, and to the student to be less and less an obstacle to actually teaching with those materials. But I’m skeptical of whether this “easy thing” actually leads to the “right thing.” Making copyright clearance work smoothly overlooks the question of whether we should be seeking clearance at all — and what should instead be protected by the copyright exception we’ve come to know as “fair use.”
Fair use has been the most important exception to the rules of copyright since long before it was codified into law in 1976, especially for educators. For those uses of copyrighted materials that would otherwise be considered an infringement, the fair use doctrine offers us some leeway when making limited use for socially beneficial ends.
What ends are protected can vary, but the law explicitly includes education and criticism — including a specific reference to “multiple copies for classroom use.” It’s what lets us quote other research in our own without seeking permission, or put an image we found online in our PowerPoint presentations, or play a film clip in class. All of these actions are copyright violations, but would enjoy fair use protection were they ever to go to court.
But there is a dispute, among those who dispute these kinds of things, about exactly why it is we need fair use in such circumstances. Some have argued that fair use is a practical solution for the complex process of clearing permission. If I had to clear permission every single time I quoted someone else’s research or Xeroxed a newspaper article for my students — figuring out who owns the copyright and how to contact them, then gaining permission and (undoubtedly) negotiating a fee — I might be discouraged from doing so simply because it’s difficult and time-consuming. In the absence of an easy way to clear copyright, we have fair use as a way to “let it slide” when the economic impact is minimal and the social value is great.
Others argue that fair use is an affirmative protection designed to ensure that copyright owners don’t exploit their legal power to squelch the reuse of their work, especially when it might be critical of their ideas. If I want to include a quote in my classroom slides in order to demonstrate how derivative, how racist, or maybe just how incompetent the writer is, and copyright law compelled me to ask the writer’s permission to do it, he could simply say no, limiting my ability to powerfully critique the work. Since copyright veers dangerously close to a regulation of speech, fair use is a kind of First Amendment safety valve, such that speakers aren’t restricted by those they criticize by way of copyright.
This distinction was largely theoretical until organizations like CCC came along. With the help of new database technologies and the Internet, the CCC has made it much easier for people to clear copyright, solving some of the difficulty of locating owners and negotiating a fair price by doing it for us. The automatic mechanism being built into Blackboard goes one step further, making the process smooth, user-friendly, and automatic. So, if fair use is merely a way to account for how difficult clearing copyright can be, then the protection is growing less and less necessary. Fair use can finally be replaced by what Tom Bell called “fared use” — clear everything easily for a reasonable price.
If, on the other hand, fair use is a protection of free speech and academic freedom that deliberately allow certain uses without permission, then the CCC/Blackboard plan raises a significant problem.
The fact that the fair use doctrine explicitly refers to criticism and parody suggests that it is not just for when permission is difficult to achieve, but when we shouldn’t have to ask permission at all. The Supreme Court said as much in Campbell v. Acuff-Rose (1994), when Justice Kennedy in a concurring decision noted that fair use “protects works we have reason to fear will not be licensed by copyright holders who wish to shield their works from criticism.” Even in a case in which permission was requested and denied, the court did not take this as a sign that the use was presumptively unfair. Fair use is much more than a salve for the difficulty of gaining permission.
Faculty and their universities should be at the forefront of the push for a more robust fair use, one that affirmatively protects “multiple copies for classroom use” when their distribution is noncommercial, especially as getting electronic readings to students is becoming ever cheaper and more practical.
Automating the clearance process undoes the possibility of utilizing, and more importantly challenging, this slow disintegration of fair use. Even if the Blackboard mechanism allows instructors simply not to send their information to CCC for clearance (and it is unclear if it is, or eventually could become, a compulsory mechanism), the simple fact that clearance is becoming a technical default means that more and more instructors will default to it rather than invoking fair use.
The power of defaults is that they demarcate the “norm”; the protection of pedagogy and criticism envisioned in fair use will increasingly deteriorate as automatic clearance is made easier, more obvious, and automatic. This concern is only intensified as Blackboard, recently merged with WebCT, continues to become the single, dominant provider of course management software for universities in the United States.
Technologies have politics, in that they make certain arrangements easier and more commonplace. But technologies also have the tendency to erase politics, rendering invisible the very interests and efforts currently working to establish “more copyright protection is better” as the accepted truth, when it is far from it.
As educators, scholars, librarians, and universities, we are in a rarified position to fight for a more robust protection of fair use in the digital realm, demanding that making “multiple copies for classroom use” means posting materials into Blackboard without needing to seek the permission of the copyright owners to do so.
The automation of copyright clearance now being deployed will work against this, continuing to shoehorn scholarship into the commercial model of information distribution, and erase the very question of what fair use was for — not by squelching it, but simply by making it easier not to fight for it and harder to even ask if there’s an alternative.
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Thanks for providing this article. While I sympathize that a first year student (never a fresh-man) should have more important things to worry about than copyright regs, I see many teachers and researchers in a more frightening position...somewhere between disinterested and hostile to the notion of public (as) good. (See the discussion in the film “The Corporation” for a good treatment of the issue. You’ll find people who argue that every square inch of land and every drop of water should be someone’s private property. Via a personality test, these extensions of attitudes structured as “corporations” test out to be sociopathic. Are you shocked?)
Fair Use is the frail, fragile ground that remains; for those of us who agree with Lessig and Vaidhyanathan, that we are losing our culture when we lose the contents of the Public Green, a discussion of “Public” is absolutely necessary.
Ralph Beliveau, at 12:03 pm EDT on October 21, 2005
I was pleased to see that Professor Gillespie made the point of copyright’s conflict with freedom of speech. I would go further and say that intellectual property isn’t property at all, it’s a form of government entitlement that we expand at the peril of freedom of speech and expression.
Steve Foerster, Executive Director at Free Curricula Center, at 12:04 pm EDT on October 21, 2005
Maybe we should put shortening copyrights hand in hand with making better defined fair use restrictions. The long, long copyright and the uncertain fair use requirements combine to make it difficult for people to know if they are obeying the law, leading some to just drop what could have been an educational example or source.
Kevin, Undergraduate, at 12:09 pm EDT on October 21, 2005
Thank you for pointing this out— all I’ve heard otherwise is how convenient it will be. After hearing a talk a year ago by CCC reps to Interlibrary Loan librarians and staff, where they stated “but fair use is for print materials", and after looking at a recent license agreement for an electronic journal where we are told we can ILL electronic versions of articles IF we send the publisher an a-mail every 6 months telling them what institution we sent them to (and how many), it seems clear that fair use really needs to be defended.
Elizabeth H., at 4:27 am EDT on October 22, 2005
As someone who works in copyright management for a university, I have precisely the opposite problem from what the author describes. Hardly anyone I deal with cares a whit about obtaining copyright permission, no matter how much of a work or how many works (either in photocopied or digital format) that person wants to use for his or her course materials. I’ve come to the cynical conclusion that what faculty mean when they proclaim “fair use” is “I get to take as much as I want because it’s educational.” As pretty as this sounds, it’s a gross disservice to authors and publishers. Publishers are not the enemy — especially academic publishers, who have not been experiencing the best of times of late.
Moreover, while it is true that there are no “bright lines” for what constitutes classroom fair use, there has been some litigation of the issue. Professors can’t (well, aren’t supposed to) distribute self-compiled coursepacks without obtaining copyright permission for the works excerpted therein. I doubt that posting numerous articles/book chapters online will be ruled less of an infringement than distributing photocopies of the same materials.
anonymous, at 9:47 am EDT on October 24, 2005
Tarleton Gillispie seems to think that there is one view of “fair use” in universities, and that universities have an obvious interest in resisting mechanisms that make clearing permissions simpler if faculty can instead resort to “fair use” to justify their making of multiple copies. Since he apparently believes that any copying is justified so long as it serves “socially beneficial ends,” I suggest that he read carefully what Judge Jon newman wrote in the majority opinion in the landmark Texaco photocopying case: “We would seriously question whether the fair use analysis that has developed with respect to works of authorship alleged to use portions of copyrighted material is precisely applicable to copies produced by mechanical means. The traditional fair use analysis, now codified in section 107, developed in an effort to adjust the competing interests of authors—the author of the original copyrighted work and the author of the secondary work that’copies’ a portion of the original work in the course of producing what is claimed to be a new work. Mechanical ‘copying’ of an entire document, made readily feasible and economical b y the advent of xerography,...is obviously an activity entirely different from creating a work of authorship. Whatever social utility copying of this sort achieves, it is not concerned with creative authorship.” This is a crucial distinction, seldom noted by those who call for an aggressive application of “fair use” in the academic context, who confuse the ability to make what are known as “transformative” uses of copyrighted material—which are indeed crucial to scholarship and should be strongly defended—with the sheer convenience of making multiple copies of documents to save time and money, which is nothing more than a form of parasitical publishing. The latter activity strikes directly at the economic base of scholarly publishing, which it should be in the interest of junior faculty like Dr. Gillispie to protect, since he will likely need to avail himself of the services of a university press in order to publish his revised dissertation or another book that will enable him to achieve tenure and promotion. I would encourage all those who think about “fair use” to keep this very important distinction in mind and remember what is really in their interest to fight for when it comes to defending “fair use” of copyrighted material. For anyone interested in a fuller elaboration of this point, see my article “Fair Use: A Double-Edged Sword” at http://www.utpjournals.com/jour.ihtml?lp=jsp/jsp321.html.
Sanford G. Thatcher, Director, Penn State University Press at Penn State University, at 11:48 am EDT on October 24, 2005
Professor, you present a convincing argument that “fair use” is not a freestanding affirmative doctrine but only a defense to claims of infringement, and that the doctrine came about as a reaction to transaction costs (the high cost of clearing what would otherwise be an infringing use such as making photocopies for a class). The next logical step, which you also argue, is that technology (specifically the web) has the effect of reducing those transaction costs, making it cheaper to clear copyrighted works and thus avoid infringing. Technology reduces the need for a “fair use” doctrine to exist at all, making the number of copies that seems too small to clear get smaller, as does the size of the audience you show the film to, or the size of the copyrighted excerpt or quotation.
So why should our reaction to this be to strengthen “fair use"? Nostalgia, perhaps? Seeing it disintegrate may make us sad because we remember the good old days of Betamax, but its departure makes the law clearer and cheaper to comply with; it also finally places the incentives for licensing the property of other people with those who make the decisions about using that property. These incentives are already lined up in someone who rents a house, since he wouldn’t think of using it without paying the landlord; why should the smallness of the thing that is used without permission make its use permissible any more, now that we can afford to overcome the once-relatively high cost of finding the owner?
Technology in this case is not rendering the interests invisible, as you state, it is making them known and clear: the only person who has an interest in your abuse of his license is the owner of the license, and technology now, finally, helps you meet your moral and legal duties to that person where the law earlier gave you an excuse — because (pre-web) it was too much trouble.
You veer into silliness, I am afraid in stating that educators should demand “that making “multiple copies for classroom use” means posting materials into Blackboard without needing to seek the permission of the copyright owners to do so.” Why should anyone demand to get something without paying for it? Wouldn’t we all love to license all kinds of things for free? Does that mean that we can have them, just because we think we deserve them? “Demanding” that somebody else give you a license to use his work for free — just because you want it, or you think you deserve it, or you think that that person should subsidize your teaching because he’s richer than you are, or (I can’t think of any good reason...) shows a heck of a lot of gall and selfishness, not to mention Luddism — you can’t make the Web go away no matter how hard you wish...
When you are done demanding that other people give you gratis the things you want just because you want them, can you help me with my little problem? For some reason both Ferrari and Porsche claim that I must pay them to use their vehicles...
(And the phrase “continuing to shoehorn scholarship into the commercial model of information distribution” — surely you can’t think that scholarship does not exist in a market? Have you ever been in a library? None of those books were produced by scholars so that it would not be read, was it?)
Scott, at 5:08 pm EDT on October 24, 2005
You can’t defend copyright by invoking the free market. The whole purpose of copyright is to avoid the consequences of the free market supply and demand curve for such products, as copyrighted products effectively have infinite supply (especially with modern technology) pushing price down to zero. Copyright is a limited government granted monopoly, which the US constitution permits to improve the progress of the useful arts and sciences.
We the people are the ones who granted copyright holders their temporary monopoly rights in order to improve our society. Unfortunately, corporate interests have written every copyright law since 1976 (see Jessica Litman’s Digital Copyright for a history), distorting the balance between copoyright holders and the public in favor of neither authors nor the public but rather in favor the middlemen—immortal corporations who have an interest in maintaining their monopolies forever and with the ability to tirelessly lobby year after year until they get the desired expansions of their monopoly rights.
In the past, we made compromises when it came to copyright violating technologies like radio and cable television, typically in the form of a mandatory license. In more recent times, the middlemen corporations have squelched some potentially disruptive technologies like Napster and MP3.com and crippled others like DVDs, so that they could maintain the privileged position that technology as of the mid-20th century could afford them. Publishers are now shipping textbooks on DVD that expire, and using the ability of the DMCA to lock up even public domain content behind their DRM systems, so yes, they are opposed to universities and the traditional meaning of copyright.
jw, at 9:45 am EDT on October 25, 2005
The free market may be the only way to justify copyright — isn’t a market only free when property rights may be enforced? Without enforcement (or without property rights at all) then consumers would consume without paying, and, a millisecond later, producers would stop producing. How many scholars would invest years in writing monographs (which they currently write for the market) if they had no right to exclude others from publishing them?
“We the people” are indeed the ones who granted copyright holders a temporary monopoly in the form of copyright laws, but you’re wrong about the “corporate interests” (are you sure it wasn’t the Russkies?) who have extended the monopoly in recent years: that was done “we the people” too. It’s called Congress — if you don’t like it, then vote for a different legislator.
Scott, at 1:35 pm EDT on October 26, 2005
Thank you for a marvelous piece of analysis. You offer an innovative view of the CCC initiative, as well as a stirring defense of fair use. Much appreciated.
It’s noteworthy that the dissenters to your suggestions are focused almost exclusively on “free market” principles (the analogue to those who call file sharing “theft"). While I see their viewpoint (and in the file sharing debate, am even sympathetic!), I have a few caveats to raise:
(i) “Free market” principles are of course as relevant to IP as to, say, property rights. However, as the Constitution itself decrees, the “property” rights of IP are limited in scope, nature, and duration. They are not a “justification” of IP rights, as Scott wrongly indicates. Rather, it is a tradeoff that is offered: limited rights, for the purpose not only of economic gain to the author but also of general “promotion” of the sciences and useful arts (that is the Constitutional mandate, by the way).
So no, Scott, just saying “authors won’t write if they don’t have incentives” isn’t enough. Congress may have been swayed by interests — but they may not be right. And it is naive (politically) to say to stakeholders, such as academics, that “you should just elect someone else” if Congress is wrong. Yeah, we should also make lots more money and pay lobbyists, too. See that happening soon? (and your slam about the “Russkies” is trying to condemn a point of view for being too Lefty — yet the idea of balanced IP rights is embraced by many conservatives, including Posner et al.! — so it’s, um, a bit gratuitous)
(ii) I sympathize with academic publishers. Of course they want and need to make profits (insofar as possible). But we are talking about essentially “noncommercial use” in the classroom, are we not? Would extracting further profit from that realm be worth it? That is, would it compensate for detracting from one of the mainstays of the fair use doctrine — academic use? Perhaps so. Perhaps it really is similar to an ASCAP type of arrangement, under which only the royalty must be paid, and permission not be even considered. But that is a decision that shouldn’t be swept under the rug. This is an area of noncommercial use (although perhaps use in the for profit area of learning might make that a more interesting question), and it’s been pretty well treated as fair use (pace Texaco, which many IP experts consider questionable and/or poor law) to date.
(iii) One last thing academics and academic publishers alike might well consider is the very nature of academic writing and work. In this arena, it’s pretty hard to argue that most academics write solely (or even mainly) for the financial reward. What kind of royalties, especially in the long term, are we talking about? (ok, not Samuelson’s Econ 101 cash cow, but most regular works) We’re hard pressed to say that money is the coin of the realm. No, reputation is.
And reputation of writers isn’t only gained by publication, but as much at least by circulation. Those who want to be read, and discussed, and exchanged — even without meny changing hands — might find it beneficial to see the greatest circulation possible. And that might mean foregoing royalties, even of the CCC nature, while enjoying being read. I’d certainly consider that a rational cost/benefit tradeoff if it were my work in question. I wonder if academics have really thought about that factor, though.
Look, I am not opposed to a copyright scheme (in case I didn’t make it clear). But it’s silly to say it’s either “asking to get it for free” or “money trumps reputation every time” at this point. What’s important, in my humble opinion, is to realize that IP has always entailed tradeoffs, as Mr. Gillespie rightly says. The problem is, sometimes decisions are made without the tradeoffs being recognized. And, more importantly, without all the stakeholders in the outcome being at the table. We should hear more from academics who have thought this through!
Thanks again for a thought-provoking article!
savitri, at 3:23 pm EDT on October 27, 2005
I earn a living by writing. A professor at Texas Christian University enjoyed one of my books to such an extent that he photocopied the entire work and used it in his classes for years—until I learned of this theft. Not only did he deprive the publisher of a profit, but cost me a royalty, thereby lowering my standard of living and economy. If this was a sole situation, I would not complain, but I have had books I have written mass-produced in nations that do not recognize copyrights (such as Malaysia, Peru, etc) and have found them on the streets. In one nation, over 600,000 copies were illegally manufactured—and in that particular year of my visit my entire income was $3000.
I never grant permission to any school or any professor to reproduce my works as I do not enjoy hunger. “Fair use” is nothing more than theft.
Arthur Ide, PhD, at 8:24 am EDT on October 28, 2005
Mr. Ide,
Photocopying an entire book may violate the fair use doctrine, as the amount of material copied is a factor in the fair use test (as is “noncommercial use"). The use of your book in this instance might, in other words, be deemed a copyright infringement.
The one example does not, of course, make the case that all fair use is “theft". All it shows — if anything — is that this ONE instance was NOT fair use.
Really, a false inference from an isolated copyright infringement does not in the least advance the discussion on *fair use*.
savitri, at 1:26 pm EDT on October 28, 2005
I don’t agree with many of Gillespie’s arguments, but it is a pleasure to read a calm and dispassionate analysis of a topic that sometimes has people heading for the barricades. I’ve published a more detailed commentary on my blog here:
http://ddmcd.squarespace.com/mana...chnology-copyright-and-fair-use.html
One area that Gillespie does not talk about is that any system that deals with individual intellectual property transactions, be it a rights-and-permissions system, a sale-per-use system, or a one-time-license fee system, has the potential for an invasion of privacy if the data are misused.
This is actually of more concern to me than fair use arguments, given that we seem to be moving (or being pushed) back to a pay per use mentality as physical media (paper and CD’s) are being digitized at all points along their value chain.
Dennis D. McDonald, at 9:54 am EST on November 15, 2005
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Fair Use
This is an issue that is slowly perculating down even to the school club level.
A political science club wants to show various films related to different issues in democracy that have occured or are currently occuring.
It can be checked out through Blockbuster or Netfix. It is not for profit nor fundraising.
A studio permission is now required to show any film. How does one go about that when the copyright law on the film says it may be shown for non commercial uses?
In the classroom, may we download a clip showing ballroom dances during the ragtime era without getting a copyright? Again, this is a group project for a class in English.
Does anyone really expect me, a freshman student, to understand copyright law in order to use material on the internet for educational reasons?
Lauri Wiss, student at Brookhaven Community College, at 7:40 am EDT on October 21, 2005