Liebert Inc Compliance American Association for the Advancement of Science Duke University Press Ohio State University Press M I T Technol cGraw-Hill Apple Computer Georgia-Pacific Raytheon Constellation Energy BellSouth McDonald's MeadWestvaco Target Deere 3M Co eview Brookings Institution Blackwell Publishing Alfred A Knopf Inc. Free Press Cambridge University Press Access Copyright, Canada RRO Rockwell Automation Electronic Data Systems Darden Restaurants Wyeth Fedex R.R. Donnelley & Sons Caterpillar Estee Lauder Boise Casca One name they all trust. More than 9,600 publishers. Hundreds of thousands of authors & creators. Over 10,000 corporations and academic institutions. Copyright and InterLibrary Loan n Dru Zuretti, M. Ed.

Liebert Inc Compliance American Association for the Advancement of Science Duke University Press Ohio State University Press M I T Technol cGraw-Hill Apple Computer Georgia-Pacific Raytheon Constellation Energy BellSouth McDonald's MeadWestvaco Target Deere 3M Co eview Brookings Institution Blackwell Publishing Alfred A Knopf Inc. Free Press Cambridge University Press Access Copyright, Canada RRO R ockwell Automation Electronic Data Systems Darden Restaurants Wyeth Fedex R.R. Donnelley & Sons Caterpillar Estee Lauder Boise Casca Welcome and Introductions Dru Zuretti, M. Ed. Client Relationship Manager Copyright Clearance Center

Liebert Inc Compliance American Association for the Advancement of Science Duke University Press Ohio State University Press M I T Technol cGraw-Hill Apple Computer Georgia-Pacific Raytheon Constellation Energy BellSouth McDonald's MeadWestvaco Target Deere 3M Co eview Brookings Institution Blackwell Publishing Alfred A Knopf Inc. Free Press Cambridge University Press Access Copyright, Canada RRO R ockwell Automation Electronic Data Systems Darden Restaurants Wyeth Fedex R.R. Donnelley & Sons Caterpillar Estee Lauder Boise Casca Copyright..the quick version n Protection for the authors of “original works of authorship” n Gives owners of the copyright certain exclusive rights:  To reproduce, prepare derivative works, distribute copies, perform publicly, display publicly

Liebert Inc Compliance American Association for the Advancement of Science Duke University Press Ohio State University Press M I T Technol cGraw-Hill Apple Computer Georgia-Pacific Raytheon Constellation Energy BellSouth McDonald's MeadWestvaco Target Deere 3M Co eview Brookings Institution Blackwell Publishing Alfred A Knopf Inc. Free Press Cambridge University Press Access Copyright, Canada RRO R ockwell Automation Electronic Data Systems Darden Restaurants Wyeth Fedex R.R. Donnelley & Sons Caterpillar Estee Lauder Boise Casca Interlibrary Loan n Interlibrary loan (ILL): allows your institution's library to borrow books, journals and other copyrighted material from other libraries. n This type of service has been extended at most institutions to include the making and sending of copies even where no actual "loan" is involved.

Liebert Inc Compliance American Association for the Advancement of Science Duke University Press Ohio State University Press M I T Technol cGraw-Hill Apple Computer Georgia-Pacific Raytheon Constellation Energy BellSouth McDonald's MeadWestvaco Target Deere 3M Co eview Brookings Institution Blackwell Publishing Alfred A Knopf Inc. Free Press Cambridge University Press Access Copyright, Canada RRO R ockwell Automation Electronic Data Systems Darden Restaurants Wyeth Fedex R.R. Donnelley & Sons Caterpillar Estee Lauder Boise Casca ILL and The First Sale Doctrine n Appears in Section 109 of the Copyright Act n Interlibrary Loan of the library’s copy of a work is covered under First Sale

Liebert Inc Compliance American Association for the Advancement of Science Duke University Press Ohio State University Press M I T Technol cGraw-Hill Apple Computer Georgia-Pacific Raytheon Constellation Energy BellSouth McDonald's MeadWestvaco Target Deere 3M Co eview Brookings Institution Blackwell Publishing Alfred A Knopf Inc. Free Press Cambridge University Press Access Copyright, Canada RRO R ockwell Automation Electronic Data Systems Darden Restaurants Wyeth Fedex R.R. Donnelley & Sons Caterpillar Estee Lauder Boise Casca Photocopies and ILL Sending a photocopy through ILL is covered by §108, which states that a library may supply a patron with a copy from their archives “ or another library or archive ”

Liebert Inc Compliance American Association for the Advancement of Science Duke University Press Ohio State University Press M I T Technol cGraw-Hill Apple Computer Georgia-Pacific Raytheon Constellation Energy BellSouth McDonald's MeadWestvaco Target Deere 3M Co eview Brookings Institution Blackwell Publishing Alfred A Knopf Inc. Free Press Cambridge University Press Access Copyright, Canada RRO R ockwell Automation Electronic Data Systems Darden Restaurants Wyeth Fedex R.R. Donnelley & Sons Caterpillar Estee Lauder Boise Casca Section 108(d) “The rights of reproduction and distribution under this section which apply to a copy, made from the collection of a library or archives where the user makes his or her request or from that of another library or archives, of no more than one article or other contribution to a copyright collection or periodical or issue, or to a copy or phonorecord of a small part of any other work if,

Liebert Inc Compliance American Association for the Advancement of Science Duke University Press Ohio State University Press M I T Technol cGraw-Hill Apple Computer Georgia-Pacific Raytheon Constellation Energy BellSouth McDonald's MeadWestvaco Target Deere 3M Co eview Brookings Institution Blackwell Publishing Alfred A Knopf Inc. Free Press Cambridge University Press Access Copyright, Canada RRO R ockwell Automation Electronic Data Systems Darden Restaurants Wyeth Fedex R.R. Donnelley & Sons Caterpillar Estee Lauder Boise Casca Section 108 n 1. the copy or phonorecord becomes the property of the user, and the library has had no notice that the copy or phonorecord would be used for any other purpose than private study, scholarship or research; and

Liebert Inc Compliance American Association for the Advancement of Science Duke University Press Ohio State University Press M I T Technol cGraw-Hill Apple Computer Georgia-Pacific Raytheon Constellation Energy BellSouth McDonald's MeadWestvaco Target Deere 3M Co eview Brookings Institution Blackwell Publishing Alfred A Knopf Inc. Free Press Cambridge University Press Access Copyright, Canada RRO R ockwell Automation Electronic Data Systems Darden Restaurants Wyeth Fedex R.R. Donnelley & Sons Caterpillar Estee Lauder Boise Casca Section 108 n 2. the library or archives displays prominently, at the place where orders are accepted, and includes on its order form, a warning of copyright in accordance with the requirements that the Register of Copyrights shall prescribe by regulation.”

Liebert Inc Compliance American Association for the Advancement of Science Duke University Press Ohio State University Press M I T Technol cGraw-Hill Apple Computer Georgia-Pacific Raytheon Constellation Energy BellSouth McDonald's MeadWestvaco Target Deere 3M Co eview Brookings Institution Blackwell Publishing Alfred A Knopf Inc. Free Press Cambridge University Press Access Copyright, Canada RRO R ockwell Automation Electronic Data Systems Darden Restaurants Wyeth Fedex R.R. Donnelley & Sons Caterpillar Estee Lauder Boise Casca Section 108 (g) n “the rights or reproduction and distribution under this section extend to the isolated and unrelated reproduction or distribution of a single copy or phonorecord of the same material on separate occasions, but do not extend to cases where the library or archives, or its employee-

Liebert Inc Compliance American Association for the Advancement of Science Duke University Press Ohio State University Press M I T Technol cGraw-Hill Apple Computer Georgia-Pacific Raytheon Constellation Energy BellSouth McDonald's MeadWestvaco Target Deere 3M Co eview Brookings Institution Blackwell Publishing Alfred A Knopf Inc. Free Press Cambridge University Press Access Copyright, Canada RRO R ockwell Automation Electronic Data Systems Darden Restaurants Wyeth Fedex R.R. Donnelley & Sons Caterpillar Estee Lauder Boise Casca Section 108(g) n 1. is aware or has substantial reason to believe that it is engaging in the related or concerted reproduction or distribution of multiple copies or phonorecords of the same material, whether made on one occasion or over a period of time, and whether intended for aggregate use by one or more individuals or for separate use by the individual members of a group, or

Liebert Inc Compliance American Association for the Advancement of Science Duke University Press Ohio State University Press M I T Technol cGraw-Hill Apple Computer Georgia-Pacific Raytheon Constellation Energy BellSouth McDonald's MeadWestvaco Target Deere 3M Co eview Brookings Institution Blackwell Publishing Alfred A Knopf Inc. Free Press Cambridge University Press Access Copyright, Canada RRO R ockwell Automation Electronic Data Systems Darden Restaurants Wyeth Fedex R.R. Donnelley & Sons Caterpillar Estee Lauder Boise Casca Section 108(g) n 2. engages in the systematic reproduction or distribution of single or multiple copies or phonorecords of material described in subsection 9d): Provided. That nothing in this clause prevents a library or archives from participating in interlibrary loan arrangements that do not have as their purpose or effect, that the library or archives receiving such copies or phonorecords for distribution does so in such aggregate quantities as to substitute for a subscription to or purchase of such work.”

Liebert Inc Compliance American Association for the Advancement of Science Duke University Press Ohio State University Press M I T Technol cGraw-Hill Apple Computer Georgia-Pacific Raytheon Constellation Energy BellSouth McDonald's MeadWestvaco Target Deere 3M Co eview Brookings Institution Blackwell Publishing Alfred A Knopf Inc. Free Press Cambridge University Press Access Copyright, Canada RRO R ockwell Automation Electronic Data Systems Darden Restaurants Wyeth Fedex R.R. Donnelley & Sons Caterpillar Estee Lauder Boise Casca CONTU n Guidelines created in 1976 by the Commission on New Technological Uses of Copyrighted Works (CONTU) n Purpose was to address concerns about reasonable amounts of copying for ILL n The Guidelines apply to Section 108(g) (2)

Liebert Inc Compliance American Association for the Advancement of Science Duke University Press Ohio State University Press M I T Technol cGraw-Hill Apple Computer Georgia-Pacific Raytheon Constellation Energy BellSouth McDonald's MeadWestvaco Target Deere 3M Co eview Brookings Institution Blackwell Publishing Alfred A Knopf Inc. Free Press Cambridge University Press Access Copyright, Canada RRO R ockwell Automation Electronic Data Systems Darden Restaurants Wyeth Fedex R.R. Donnelley & Sons Caterpillar Estee Lauder Boise Casca CONTU Guidelines: Rule of Five n During one calendar year, a library may borrow no more than 5 articles from any one periodical title newer than 5 years old n All ILL requests must bear a copyright notice n The requesting library must keep borrowing records for 3 calendar years

Liebert Inc Compliance American Association for the Advancement of Science Duke University Press Ohio State University Press M I T Technol cGraw-Hill Apple Computer Georgia-Pacific Raytheon Constellation Energy BellSouth McDonald's MeadWestvaco Target Deere 3M Co eview Brookings Institution Blackwell Publishing Alfred A Knopf Inc. Free Press Cambridge University Press Access Copyright, Canada RRO R ockwell Automation Electronic Data Systems Darden Restaurants Wyeth Fedex R.R. Donnelley & Sons Caterpillar Estee Lauder Boise Casca Copyright and CONTU n An official warning about copyright compliance must be visible where ILL requests are taken and on the ILL request forms

Liebert Inc Compliance American Association for the Advancement of Science Duke University Press Ohio State University Press M I T Technol cGraw-Hill Apple Computer Georgia-Pacific Raytheon Constellation Energy BellSouth McDonald's MeadWestvaco Target Deere 3M Co eview Brookings Institution Blackwell Publishing Alfred A Knopf Inc. Free Press Cambridge University Press Access Copyright, Canada RRO R ockwell Automation Electronic Data Systems Darden Restaurants Wyeth Fedex R.R. Donnelley & Sons Caterpillar Estee Lauder Boise Casca Form and Manner of Use (1) A Display Warning of Copyright shall be printed on heavy paper or other durable material in type at least 18 points in size, and shall be displayed prominently, in such manner and location as to be clearly visible, legible, and comprehensible to a casual observer within the immediate vicinity of the place where orders are accepted. (2) An Order Warning of Copyright shall be printed within a box located prominently on the order form itself, either on the front side of the form or immediately adjacent to the space calling for the name or signature of the person using the form. The notice shall be printed in type size no smaller than that used predominantly throughout the form, and in no case shall the type size be smaller than 8 points. The notice shall be printed in such manner as to be clearly legible, comprehensible, and readily apparent to a casual reader of the form.

Liebert Inc Compliance American Association for the Advancement of Science Duke University Press Ohio State University Press M I T Technol cGraw-Hill Apple Computer Georgia-Pacific Raytheon Constellation Energy BellSouth McDonald's MeadWestvaco Target Deere 3M Co eview Brookings Institution Blackwell Publishing Alfred A Knopf Inc. Free Press Cambridge University Press Access Copyright, Canada RRO R ockwell Automation Electronic Data Systems Darden Restaurants Wyeth Fedex R.R. Donnelley & Sons Caterpillar Estee Lauder Boise Casca Required Warning Notice NOTICE WARNING CONCERNING COPYRIGHT RESTRICTIONS The copyright law of the United States (Title 17, United States Code) governs the making of photocopies or other reproductions of copyrighted material. Under certain conditions specified in the law, libraries and archives are authorized to furnish a photocopy or other reproduction. One of these specified conditions is that the photocopy or reproduction is not to be “used for any purpose other than private study, scholarship, or research.” If a user makes a request for, or later uses, a photocopy or reproduction for purposes in excess of “fair use,” that user may be liable for copyright infringement. This institution reserves the right to refuse to accept a copying order if, in its judgment, fulfillment of the order would involve violation of copyright law.

Liebert Inc Compliance American Association for the Advancement of Science Duke University Press Ohio State University Press M I T Technol cGraw-Hill Apple Computer Georgia-Pacific Raytheon Constellation Energy BellSouth McDonald's MeadWestvaco Target Deere 3M Co eview Brookings Institution Blackwell Publishing Alfred A Knopf Inc. Free Press Cambridge University Press Access Copyright, Canada RRO R ockwell Automation Electronic Data Systems Darden Restaurants Wyeth Fedex R.R. Donnelley & Sons Caterpillar Estee Lauder Boise Casca What is the “Rule of Two”? n CONTU does not deal with the number or articles within one issue that may be delivered to a user n Restriction of one article per issue is found in Section 108(d) n If the article is obtained for a user via ILL, one article per issue applies, and royalties must be paid for the second article n Borrowing more than one article per issue for separate users is not a problem

Liebert Inc Compliance American Association for the Advancement of Science Duke University Press Ohio State University Press M I T Technol cGraw-Hill Apple Computer Georgia-Pacific Raytheon Constellation Energy BellSouth McDonald's MeadWestvaco Target Deere 3M Co eview Brookings Institution Blackwell Publishing Alfred A Knopf Inc. Free Press Cambridge University Press Access Copyright, Canada RRO R ockwell Automation Electronic Data Systems Darden Restaurants Wyeth Fedex R.R. Donnelley & Sons Caterpillar Estee Lauder Boise Casca The ILL Lender n Must check to see if the borrowing library’s request has indicated copyright compliance n Must provide the original notice of copyright n Or, if not available, must include the following copyright notice NOTICE: THIS MATERIAL MAY BE PROTECTED BY COPYRIGHT LAW (TITLE 17 U.S.C.)

Liebert Inc Compliance American Association for the Advancement of Science Duke University Press Ohio State University Press M I T Technol cGraw-Hill Apple Computer Georgia-Pacific Raytheon Constellation Energy BellSouth McDonald's MeadWestvaco Target Deere 3M Co eview Brookings Institution Blackwell Publishing Alfred A Knopf Inc. Free Press Cambridge University Press Access Copyright, Canada RRO R ockwell Automation Electronic Data Systems Darden Restaurants Wyeth Fedex R.R. Donnelley & Sons Caterpillar Estee Lauder Boise Casca CCG (Conforms to Copyright Guidelines) n Use CCG when you are requesting a photocopy of an article from a journal if: n the article is dated within the last five years, AND n your library does not own the journal title, AND n this is the fifth or fewer request your library has made for this title within the current calendar year.

Liebert Inc Compliance American Association for the Advancement of Science Duke University Press Ohio State University Press M I T Technol cGraw-Hill Apple Computer Georgia-Pacific Raytheon Constellation Energy BellSouth McDonald's MeadWestvaco Target Deere 3M Co eview Brookings Institution Blackwell Publishing Alfred A Knopf Inc. Free Press Cambridge University Press Access Copyright, Canada RRO R ockwell Automation Electronic Data Systems Darden Restaurants Wyeth Fedex R.R. Donnelley & Sons Caterpillar Estee Lauder Boise Casca CCL (Conforms to Copyright Law) n Public domain works n Requested item is older than five years and meets test for fair use n Number of copies received is more than five but falls under fair use n When the copy is for the collection (108(b): allows copying of “unpublished works” for preservation; 108(c) allows copy of “published works” for preservation)

Liebert Inc Compliance American Association for the Advancement of Science Duke University Press Ohio State University Press M I T Technol cGraw-Hill Apple Computer Georgia-Pacific Raytheon Constellation Energy BellSouth McDonald's MeadWestvaco Target Deere 3M Co eview Brookings Institution Blackwell Publishing Alfred A Knopf Inc. Free Press Cambridge University Press Access Copyright, Canada RRO R ockwell Automation Electronic Data Systems Darden Restaurants Wyeth Fedex R.R. Donnelley & Sons Caterpillar Estee Lauder Boise Casca Digital ILL n Two definitions of Digital ILL:  Scanning of paper content to be digitally transmitted  Delivering content from electronic subscriptions or databases –Bound by licensing restrictions

Liebert Inc Compliance American Association for the Advancement of Science Duke University Press Ohio State University Press M I T Technol cGraw-Hill Apple Computer Georgia-Pacific Raytheon Constellation Energy BellSouth McDonald's MeadWestvaco Target Deere 3M Co eview Brookings Institution Blackwell Publishing Alfred A Knopf Inc. Free Press Cambridge University Press Access Copyright, Canada RRO R ockwell Automation Electronic Data Systems Darden Restaurants Wyeth Fedex R.R. Donnelley & Sons Caterpillar Estee Lauder Boise Casca ILL vs. Document Delivery n ILL is evolving with digital technology n ILL is becoming almost indistinguishable from ordinary “document delivery ”

Liebert Inc Compliance American Association for the Advancement of Science Duke University Press Ohio State University Press M I T Technol cGraw-Hill Apple Computer Georgia-Pacific Raytheon Constellation Energy BellSouth McDonald's MeadWestvaco Target Deere 3M Co eview Brookings Institution Blackwell Publishing Alfred A Knopf Inc. Free Press Cambridge University Press Access Copyright, Canada RRO R ockwell Automation Electronic Data Systems Darden Restaurants Wyeth Fedex R.R. Donnelley & Sons Caterpillar Estee Lauder Boise Casca Fee Based vs. Non-Fee Based End UserPermission Required? Within the institution of which the library is a part No Within a consortium of not-for-profit libraries all complying with Section 108. complying with Section 108 No, if within CONTU Guidelines Yes, if in excess of CONTU Guidelines, (and royalty fees may be required) Another not-for-profit library complying with Section 108 No, if within CONTU Guidelines Yes, if in excess of CONTU Guidelines, (and royalty fees may be required)

Liebert Inc Compliance American Association for the Advancement of Science Duke University Press Ohio State University Press M I T Technol cGraw-Hill Apple Computer Georgia-Pacific Raytheon Constellation Energy BellSouth McDonald's MeadWestvaco Target Deere 3M Co eview Brookings Institution Blackwell Publishing Alfred A Knopf Inc. Free Press Cambridge University Press Access Copyright, Canada RRO R ockwell Automation Electronic Data Systems Darden Restaurants Wyeth Fedex R.R. Donnelley & Sons Caterpillar Estee Lauder Boise Casca Fee Based vs. Non-Fee Based n When the copy provider is a not-for-profit library complying with Section 108 End UserPermission Required? Unaffiliated individual user and no money collected for any reason in connection with the transaction No Unaffiliated individual user and money IS collected for any reason in connection with the transaction Yes, (and royalty fee may be required) All other users (particularly including business entities and their employees) Yes, (and royalty fee may be required)

Liebert Inc Compliance American Association for the Advancement of Science Duke University Press Ohio State University Press M I T Technol cGraw-Hill Apple Computer Georgia-Pacific Raytheon Constellation Energy BellSouth McDonald's MeadWestvaco Target Deere 3M Co eview Brookings Institution Blackwell Publishing Alfred A Knopf Inc. Free Press Cambridge University Press Access Copyright, Canada RRO R ockwell Automation Electronic Data Systems Darden Restaurants Wyeth Fedex R.R. Donnelley & Sons Caterpillar Estee Lauder Boise Casca Fee Based vs. Non-Fee Based n When the copy provider is a for profit entity, (such as a document delivery service, bookstore, or copy shop), or any other entity (that is not a Section 108 Library End UserPermission Required? Any person or entity. Any Purpose. Yes, (and royalty fee may be required).

Liebert Inc Compliance American Association for the Advancement of Science Duke University Press Ohio State University Press M I T Technol cGraw-Hill Apple Computer Georgia-Pacific Raytheon Constellation Energy BellSouth McDonald's MeadWestvaco Target Deere 3M Co eview Brookings Institution Blackwell Publishing Alfred A Knopf Inc. Free Press Cambridge University Press Access Copyright, Canada RRO R ockwell Automation Electronic Data Systems Darden Restaurants Wyeth Fedex R.R. Donnelley & Sons Caterpillar Estee Lauder Boise Casca Questions are Welcome n Feel free to call CCC if you have questions regarding copyright! Contact Us n Copyright Clearance Center 222 Rosewood Drive Danvers, MA USA Phone: Fax: n THANK YOU!