1. Highlights of the Fair Use Guidelines for Educational Multimedia Presented by the Klein ISD Instructional Technology Team Revised July 2002

2. “Certain materials are included under the fair use exemption of the U.S. Copyright Law and have been prepared according to the multimedia fair use guidelines and are restricted from further use.”

3. Stan DiamondDeg Farrelly Pennsylvania State University Arizona State University West Don Rieck With Special Thanks to …

4. Intent of This Presentation  Introduce the guidelines  Provide basic background information on their development

5.  Briefly identify permissible uses by students and educators  Outline portion limitations by format

6. Introduction These guidelines seek to provide a roadmap for developing and using educational multimedia projects under fair use rather than by seeking permission. NOTE: Always seek permission

7. Educational Use Within Copyright  Face-to-face teaching  Off-air taping guidelines  Other rights specifically accorded to libraries, i.e., duplication

8. Fair Use

9. Definition of Fair Use  A legal principle that defines the limitations on exclusive rights of copyright holders.

10. The Guidelines Represent  Participants' consensus of how to extend the scope of Fair Use to allow the creation of educational multimedia projects.

11. Determining Fair Use  There is not simple test to determine fair use.

12. Section 107 of the Copyright Act sets forth four factors to determine whether a use is a “Fair Use”:

13. Fair Use Factor #1  The purpose and character of use including whether such use is of a commercial nature or is for nonprofit educational purposes …

14. Fair Use Factor #2  The nature of the copyrighted work …

15. Fair Use Factor #3  The amount and substantiality of the portion used in relation to the copyrighted work as a whole...

16. Fair Use Factor #4  The effect of the use upon the potential market for or value of the copyrighted work.

17. The Fair Use Guidelines for Educational Multimedia document represents a consensus of how to extend the scope of Fair Use to allow the creation of educational multimedia projects.

18. It Is Important to Understand That:  These guidelines are not law, but represent a consensus of fair use.  Uses that exceed these guidelines may or may not be fair use.

19. not  The more one exceeds these guidelines, the greater the risk that fair use does not apply.  Only the courts can determine whether any particular use falls within fair use. It Is Important to Understand That:

20. Participants and Endorsement  Association of American Publishers (AAP) representing 200 publishers  American Society of Composers, Authors, and Publishers (ASCAP)  Broadcast Music, Inc. (BMI)  MPAA - Motion Picture Association of America  Software Publishers Association (SPA) representing 1200 Publishers  Time-Warner

21. Background on Development of the Guidelines …

22. Background  Developed from concerns of the membership of the Consortium of College and University Media Centers (CCUMC)  1992 Spring CCUMC Conference debate in Colorado

23.  1994 Educational Fair Use & the New Media Conference - American University, Washington, D.C.  July 1994 - CCUMC convened a multimedia working group

24.  September 1994 - Conference on Fair Use (CONFU) convened its first plenary session  Early in 1995 - CCUMC multimedia working group efforts recognized and formally wrapped into the CONFU drafting and approval processes

25.  Aug. 1996 Multimedia working group completes negotiations on the Guidelines document.  Sept. 27, 1996 - Subcommittee on Courts and Intellectual Property, Committee on the Judiciary, U. S. House of Representatives issues a non-legislative report acknowledging the guidelines.

26. Applicability of the Guidelines

27. The Guidelines Apply to Use Without Permission … … Of portions, …Of lawfully acquired copyrighted works, … In educational multimedia projects,

28. … Created by educators or students, … As part of a systematic learning activity, … By nonprofit educational institutions.

29. Preparation of Educational Multimedia Using Portions of Copyrighted Works

30. The guidelines recognize different needs for students and educators.

31. Students  May incorporate portions of lawfully acquired copyrighted works when producing their own educational multimedia projects for a specific course.

32. Students  May perform and display their own projects in the course for which they were created.

33. Students  May retain them in their own portfolios as examples of their academic work for later personal uses such as job and school interviews.

34. Educators  May incorporate portions of lawfully acquired copyrighted works when producing educational multimedia projects to support their teaching needs.

35. Educators May Present Their Projects:  In face-to-face instruction  As an assignment to students for directed self-study  In remote instruction (with limitations)

36.  For a period of up to two years after the first instructional use with a class.

37.  Instructional use beyond two years requires permission for each copyrighted portion incorporated in the production. © © © © © © ©

38. Educators May Retain Their Projects Indefinitely  For presentations to their peers, for example, at workshops and conferences.

39.  To retain in their personal portfolios for personal uses such as promotion or job interviews.

40. Other Limitations

41. Preparation and use of projects created under Fair Use Guidelines are subject to limitations of  Portion  Copying  Distribution

42. Portion Limitations

43. Portion Limitations:  The amount of a copyrighted work that can reasonably be used in a project regardless of the original medium from which the copyrighted works are taken.

44.  Limits apply cumulatively to each project English Project

45.  Students in K through 6 may not be able to adhere rigidly to the portion limitations in their independent development of projects.

46. Portion Limitations by Media Type

47. Text Material  Up to 10% or 1000 words, whichever is less, of a single copyrighted work of text

48. Text Material - Poems  An entire poem of less than 250 words “Two roads diverged in a yellow wood, And sorry I could not travel both And be one traveler, long I stood And looked down one as far as I could To where it bent in the undergrowth; “ From The Poetry of Robert Frost by Robert Frost, edited by Edward Connery Lathem. Copyright 1916, 1923, 1928, 1930, 1934, 1939, 1947, 1949, © 1969 by Holt Rinehart and Winston, Inc. Copyright 1936, 1942, 1944, 1945, 1947, 1948, 1951, 1953, 1954, © 1956, 1958, 1959, 1961, 1962 by Robert Frost. Copyright © 1962, 1967, 1970 by Leslie Frost Ballantine.

49.  But no more than three poems by one poet,

50.  Or five poems by different poets from any single anthology

51. Music, Lyrics, and Music Video  Up to 10% … but no more than 30 seconds of music and lyrics from a single musical work

52.  Any alterations to a musical work shall not change the basic melody or the fundamental character of the work.

53. Motion Media  Up to 10% or 3 minutes, whichever is less, of a single copyrighted motion media work  Republic Studios Republic Studios 1946 It’s a Wonderful Life

54. Illustrations & Photographs  Reproduction or incorporation of photographs and illustrations is more difficult to define with regard to fair use because fair use usually precludes the use of an entire work.

55.  A photograph or illustration may be used in its entirety

56.  No more than 5 images by an artist or photographer http://www.vangoghgallery.com/

57.  Not more than 10% or 15 images, whichever is less, from a single published collected work http://www.anseladams.com/

58. Numerical Data Sets Up to 10% or 2500 fields or cell entries, whichever is less, from a database or data table.  A field entry is a specific item of information, in a record of a database file.

59. Copying and Distribution Limitations … Including the original, only a limited number of copies may be made of a project  No more than two use copies, one of which may be placed on reserve

60.  An additional copy for preservation to be used or copied only to replace a use copy that has been lost,stolen, or damaged

61.  For jointly created projects, each principal creator may retain one copy but only as permitted by use and time restraints previously outlined.

62. Important Reminders

63. The Guidelines Recommend on Several Important Points:  Downloading  Attribution and acknowledgement  Notice of use restrictions

64.  Future use beyond Fair Use  Alterations to copyrighted works

65. Downloading From the Internet  Caution is advised in using digital material downloaded from the Internet…

66.  Internet access does not automatically mean that works can be reproduced and reused without permission or license.

67.  Some copyrighted works may have been posted to the Internet without authorization of the copyright holder.

68. Attribution & Acknowledgement Requires: Crediting copyright ownership  Identifying the source  Including the copyright notice  Special provisions for remote use

69. Credit the sources and display the copyright notice © and copyright ownership information for all incorporated works including those prepared under fair use.

70. Copyright ownership information includes the copyright notice: ©©  year of first publication  name of the copyright holder

71. Credit and copyright notice information may be combined and shown in a separate section of the project (e.g. credit section) except for images incorporated into the project for remote use.

72. Notice of Use Restrictions The opening screen of a program and any accompanying print material must include this notice …..

73. Certain materials are included under the fair use exemption of the U.S. Copyright Law. Materials are included in accordance with the multimedia fair use guidelines, and materials are restricted from further use.

74. Future Uses Beyond Fair Use … If there is a possibility that a project could result in broader dissemination, whether or not as a commercial product, individuals should take steps to obtain permissions during the development process rather than waiting until after completion of the project.

75. Additional Information

76. Full Text of the Fair Use Guidelines Available on the Web at: http://www.libraries.psued u/mtss/fairuse/guidelinedo c.html

77. Additional Resources:  http://www.copyrightwebsite.com /default.asp http://www.copyrightwebsite.com /default.asp  http://bailiwick.lib.uiowa.edu/we bbuilder/copyright.html http://bailiwick.lib.uiowa.edu/we bbuilder/copyright.html

78.  http://www.utsystem.edu/OGC/I ntellectualProperty/l-fu.htm http://www.utsystem.edu/OGC/I ntellectualProperty/l-fu.htm  http://www.unc.edu/~unclng/publi c-d.htm http://www.unc.edu/~unclng/publi c-d.htm  http://www.education- world.com/a_curr/curr280.shtml http://www.education- world.com/a_curr/curr280.shtml