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CSU

Copyright Guide: Fair Use

This guide describes copyright law and how it applies to the use of academic and scholarly work at Columbus State University.

General Information

The Fair Use Doctrine limits the exclusive rights defined in Section 106 of the U.S. Copyright Act and supports the use of copyrighted works in scholarship, teaching and learning.

Section 107 of the U.S. Copyright Act outlines four factors to be considered when deciding when Fair Use applies. These four 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;
  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; AND
  4. The effect of the use upon the potential market for or value of the copyrighted work

It is important to note that the Fair Use Doctrine applies to both print and digital content. Fair Use must therefore be considered when posting excerpts of copyrighted works in CougarView, CSU's course management system. For more information, please see the section about the TEACH Act.

Weighing the Four Factors

Many people think that if a copyrighted use is for educational purposes, it falls within the Fair Use exception.  Unfortunately, this assumption is incorrect.  All four factors must be weighed before determining whether a use is fair.

For example, scanning an entire textbook and putting it in CougarView probably violates copyright law, regardless that the textbook will be used for educational purposes.  Because the uploaded textbook allows students to freely use it without purchasing their own copy, the scanned copy more than likely affects the potential market of the textbook.

Again, all four factors must be weighed before determining whether Fair Use applies.  If you have any questions about Fair Use, please Ask a Librarian for help.

The Four Factors

The below discussion was written by Dr. Kenneth Crews, formally of Columbia University.  For more information, please see:  https://copyright.columbia.edu/basics/fair-use.html

These factors must be considered before maintaining that a use constitutes Fair Use.

Factor One:  Purpose and character of the Work

The fair use statute itself indicates that nonprofit educational purposes are generally favored over commercial uses. In addition, the statute explicitly lists several purposes especially appropriate for fair use, such as criticism, comment, news reporting, teaching, scholarship, or research. These activities are also common and important at the university. But be careful: Not all nonprofit educational uses are “fair.” A finding of fair use depends on an application of all four factors, not merely the purpose. However, limiting your purpose to some of these activities will be an important part of claiming fair use.

Courts also favor uses that are “transformative,” or that are not merely reproductions. Fair use is more likely to be found when the copyrighted work is “transformed” into something new or of new utility or meaning, such as quotations incorporated into a paper, or perhaps pieces of a work mixed into a multimedia product for your own teaching needs or included in commentary or criticism of the original.

Factor Two:  Nature of the Copyrighted Work

This factor centers on the work being used, and the law allows for a wider or narrower scope of fair use, depending on the characteristics or attributes of the work. For example, the unpublished “nature” of a work, such as private correspondence or a manuscript, can weigh against a finding of fair use. The courts reason that copyright owners should have the right to determine the circumstances of “first publication.” Use of a work that is commercially available specifically for the educational market is generally disfavored and is unlikely to be considered a fair use. Additionally, courts tend to give greater protection to creative works; consequently, fair use applies more broadly to nonfiction, rather than fiction. Courts are usually more protective of art, music, poetry, feature films, and other creative works than they might be of nonfiction works. 

Factor Three:  Amount or Substantiality of the Portion Used

lthough the law does not set exact quantity limits, generally the more you use, the less likely you are within fair use. The “amount” used is usually evaluated relative to the length of the entire original and in light of the amount needed to serve a proper objective. However, sometimes the exact “original” is not always obvious. A book chapter might be a relatively small portion of the book, but the same content might be published elsewhere as an article or essay and be considered the entire work in that context. The “amount” of a work is also measured in qualitative terms.

Courts have ruled that even uses of small amounts may be excessive if they take the “heart of the work.” For example, a short clip from a motion picture may usually be acceptable, but not if it encompasses the most extraordinary or creative elements of the film. Similarly, it might be acceptable to quote a relatively small portion of a magazine article, but not if what you are quoting is the journalistic “scoop.” On the other hand, in some contexts, such as critical comment or parody, copying an entire work may be acceptable, generally depending on how much is needed to achieve your purpose. Photographs and artwork often generate controversies, because a user usually needs the full image, or the full “amount,” and this may not be a fair use. On the other hand, a court has ruled that a “thumbnail” or low-resolution version of an image is a lesser “amount.” Such a version of an image might adequately serve educational or research purposes.

Factor Four:  Effect of the Use on the Potential Market

Effect on the market is perhaps more complicated than the other three factors. Fundamentally, this factor means that if you could have realistically purchased or licensed the copyrighted work, that fact weighs against a finding of fair use. To evaluate this factor, you may need to make a simple investigation of the market to determine if the work is reasonably available for purchase or licensing. A work may be reasonably available if you are using a large portion of a book that is for sale at a typical market price. “Effect” is also closely linked to “purpose.” If your purpose is research or scholarship, market effect may be difficult to prove. If your purpose is commercial, then adverse market effect may be easier to prove. Occasional quotations or photocopies may have no adverse market effects, but reproductions of entire software works and videos can make direct inroads on the potential markets for those works.

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