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UK Copyright Reform: Implications for
information services in HE June 2014
Chris Morrison
Copyright and Licensing Compliance Officer
University of Kent
Š University of Kent 2014
Page 2
Contents
• Introduction
• Hargreaves review and expected timeframes
• Other developments in copyright
• Key exceptions for HE and FE
• Orphan Works
• Summary and scenarios
• Questions
INFORMATION
SERVICES
Copyright
policy
Copyright
licences
Copyright
training
Copyright
advice
Software
licences
Copyright and Licensing Compliance at Kent
Page 3
Hargreaves Review of IP and Growth
Page 4
http://www.ipo.gov.uk/types/hargreaves.htm
Hargreaves Timeframe
Page 5
Hargreaves’
report May
2011
Government
response
August 2011
Enterprise &
Regulatory
Reform
(ERR) Act -
Royal
Assent April
2013
Copyright
Hub
launched
July 2013
New
exceptions
legislation
published
March 2014
New
exceptions
effective 1
June 2014
(more
expected
October 2014)
Extension of Copyright
Page 6
CC BY SA - Eva Rinaldi – Music News Australia 2013
Extension of Copyright
Page 7
CCBYSA-EvaRinaldi–MusicNewsAustralia2013
• Effective 1 November 2013
• Extension of sound recording copyright
from 50 to 70 years
• Performers rights extended to 70 years
• Musical works duration 70 years following
death of either composer or lyricist (whichever
is later)
• Copyright in mass produced artistic works
extended from 25 years to life of designer plus
70 years
Hargreaves recommendations
• Rebalance copyright regime
• Format neutral
• Future proof
• Representative of digital practices and potential
• Evidence based
Page 8
Copyright Exceptions
The following slides provide an overview of the
copyright exceptions which are of key importance
to UK higher education institutions. They are not
comprehensive, nor do they provide full details of
the provisions within the Copyright, Designs and
Patents Act 1988.
If you find anything in these slides which appears
to be inaccurate or misleading please contact
copyright@kent.ac.uk.
Page 9
Key Exceptions to Copyright 1
• S29 – Research and private study
• S30 - Quotation (criticism and review)
• S31 - Accessible copies for disabled users
• S32 – Fair dealing for instruction
Page 10
Still
pending
Key Exceptions to Copyright 2
• S35 – Recording of broadcasts
• S36 – Copying and extract of works by
educational establishments
• S41 – Library privilege copying for
other libraries
• S42 – Library/archival preservation
Page 11
Key Exceptions to Copyright 3
• S42A – Library Privilege copying
for patrons
• S43 - Library copies of unpublished works
• S43A - Making works available on dedicated
terminals
• S29A - Text and data mining
• No override by contract
Page 12
Data
Research and Private Study – S29
Before 1 June 2014
• Limited, ‘fair dealing’
• Non-commercial
• Literary, dramatic,
musical and artistic works
only
• Contractual terms can
override exception
After 1 June 2014
• Limited ‘fair-dealing’
• Non-commercial
• All copyright works
including sound
recordings and films
• No override by contract
Page 13
Quotation (Criticism and Review) – S30
Before
• Criticism & review does
not cover ‘illustrative’ use
• Works must already have
been made publicly
available
After (expected 1 October)
• Widened to cover any
reasonable quotation
• Legitimises academic
practice (citation)
• Must have been made
publicly available
Page 14
Accessible copies for disabled users
- S31
Before 1 June 2014
• Restricted to people with
visual impairments only
• Literary, dramatic,
musical or artistic work
• Contractual override
After 1 June 2014
• Widened to all
impairments which
prevent equal access
• All types of copyright
work
• No contractual override
• Doesn’t address
DRM/TPM measures
Page 15
Fair dealing for instruction – S32
Before 1 June 2014
• Non-reprographic
copying of literary,
dramatic, musical and
artistic works only
• Wide examination
exception (not music)
• Sound recording/film
exception
• Acknowledgement
required if practical
After 1 June 2014
• Must be fair dealing
• Copying can be
reprographic
• Examination exception
narrowed 
• Covers all copyright
works including sound
recordings, films and
broadcasts
Page 16
Recording of Broadcasts – S35
Before 1 June 2014
• Non-commercial
educational use
• ‘Communication to the
public’ premises limitation
• Dove-tails with ERA
licence
After 1 June 2014
• Non-commercial
educational use
• ‘Communication to the
public’ off premises via
secure electronic network
• Dove-tails with ERA
licence
Page 17
Copying and Use of Extract of Works by
Educational Establishments – S36
Before 1 June 2014
• Non-commercial
• ≤1% per work, per
quarter, per institution
• Covers typographical
arrangement
• Dove-tails with CLA
licence
After 1 June 2014
• Non-commercial
• ≤5% per work, per year,
per institution
• Includes incorporated
works (e.g. illustrations)
• Dove-tails with CLA
licence
Page 18
Library Privilege Copying for Other
Libraries – S41
Before 1 June 2014
• Supply of a journal article
or whole or part of
literary, dramatic or
musical work
• Includes illustrations in
context
• Contractual override
After 1 June 2014
• Supply of journal article
or whole or part of any
published work
• Will include sound
recordings, films and
broadcasts
• No contractual override
Page 19
Library/Archival Preservation – S42
Before 1 June 2014
• Single copy of item in
permanent collection
• Literary, dramatic or
musical work
• Includes illustrations and
typographical
arrangement
• Contractual override
After 1 June 2014
• Copy an item in
permanent collection
• All types of copyright
work including sound
recordings, films and
broadcasts
• No contractual override
Page 20
Library Privilege Copying for
Patrons – S42A
Before 1 June 2014
• ‘Prescribed’ libraries
• Non-commercial research
or private study
• Article in a periodical or
part of literary, dramatic
or musical work
• Declaration form
• Patron must pay cost of
supply
• Contractual override
After 1 June 2014
• Not-for-profit library
• Non-commercial research
or private study
• Reasonable proportion of
any copyright work
• Declaration still required
but not through set form
• Patron does not have to
pay cost of supply
• No contractual override
Page 21
Library Copying of Unpublished Works
– S43
Before 1 June 2014
• Literary, dramatic or
musical works only
• Work must not have been
published prior to deposit
• Copyright holder must not
have prohibited copying
• Single copies only may
be provided
After 1 June 2014
• All types of copyright
work
• Work must not have been
published prior to deposit
• Copyright holder must not
have prohibited copying
• Single copies only may
be provided
Page 22
Making Works Available Through
Dedicated Terminals – S40B
• New exception
• Relates to a publicly accessible library,
educational establishment, museum or archive
• Allows collection items to be viewed on site
through ‘dedicated terminals’
• Works must have been lawfully acquired
• For research or private study
• Access must be compliant with licensing terms
if they exist
Page 23
Text and Data Mining – S29A
• New exception
• Use of algorithms to determine relationships in
data
• Non-commercial use
• Requires legitimate subscription/access to
dataset
• No contractual overrides
Page 24
Data
Orphan works
Page 25
• Works where rights holder is unknown or
untraceable
• Currently requires ‘risk-managed’ approach
• UK Orphan works provisions in the ERR Act
2013
• EU Orphan Works Directive – to be
implemented in UK by 29 October 2014
Image: Lively as a Linnet: selected poems. John Gorman (1906-1984). Plaistow Poets Press, 1986. Orphan work.
Orphan Works
UK Licensing Scheme
• Covers all types of
Orphan Work (inc
photographs)
• 7 year licence term
• Commercial and non-
commercial use
• Requirement for
reasonable searches
• Outstanding questions
EU Directive
• Covers all text and audio
visual works (but not
artistic unless embedded)
• Non-commercial use
• Applies to cultural and
educational organisations
• Reasonable searches
recorded on a database
• No geographical
restriction or time limit
Page 26
Summary and scenarios
Page 27
Data
Questions
copyright@kent.ac.uk
@cbowiemorrison
Page 28

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UK Copyright Reform and Higher Education - New Exceptions and Implications for HE June 2014

  • 1. UK Copyright Reform: Implications for information services in HE June 2014 Chris Morrison Copyright and Licensing Compliance Officer University of Kent Š University of Kent 2014
  • 2. Page 2 Contents • Introduction • Hargreaves review and expected timeframes • Other developments in copyright • Key exceptions for HE and FE • Orphan Works • Summary and scenarios • Questions
  • 4. Hargreaves Review of IP and Growth Page 4 http://www.ipo.gov.uk/types/hargreaves.htm
  • 5. Hargreaves Timeframe Page 5 Hargreaves’ report May 2011 Government response August 2011 Enterprise & Regulatory Reform (ERR) Act - Royal Assent April 2013 Copyright Hub launched July 2013 New exceptions legislation published March 2014 New exceptions effective 1 June 2014 (more expected October 2014)
  • 6. Extension of Copyright Page 6 CC BY SA - Eva Rinaldi – Music News Australia 2013
  • 7. Extension of Copyright Page 7 CCBYSA-EvaRinaldi–MusicNewsAustralia2013 • Effective 1 November 2013 • Extension of sound recording copyright from 50 to 70 years • Performers rights extended to 70 years • Musical works duration 70 years following death of either composer or lyricist (whichever is later) • Copyright in mass produced artistic works extended from 25 years to life of designer plus 70 years
  • 8. Hargreaves recommendations • Rebalance copyright regime • Format neutral • Future proof • Representative of digital practices and potential • Evidence based Page 8
  • 9. Copyright Exceptions The following slides provide an overview of the copyright exceptions which are of key importance to UK higher education institutions. They are not comprehensive, nor do they provide full details of the provisions within the Copyright, Designs and Patents Act 1988. If you find anything in these slides which appears to be inaccurate or misleading please contact copyright@kent.ac.uk. Page 9
  • 10. Key Exceptions to Copyright 1 • S29 – Research and private study • S30 - Quotation (criticism and review) • S31 - Accessible copies for disabled users • S32 – Fair dealing for instruction Page 10 Still pending
  • 11. Key Exceptions to Copyright 2 • S35 – Recording of broadcasts • S36 – Copying and extract of works by educational establishments • S41 – Library privilege copying for other libraries • S42 – Library/archival preservation Page 11
  • 12. Key Exceptions to Copyright 3 • S42A – Library Privilege copying for patrons • S43 - Library copies of unpublished works • S43A - Making works available on dedicated terminals • S29A - Text and data mining • No override by contract Page 12 Data
  • 13. Research and Private Study – S29 Before 1 June 2014 • Limited, ‘fair dealing’ • Non-commercial • Literary, dramatic, musical and artistic works only • Contractual terms can override exception After 1 June 2014 • Limited ‘fair-dealing’ • Non-commercial • All copyright works including sound recordings and films • No override by contract Page 13
  • 14. Quotation (Criticism and Review) – S30 Before • Criticism & review does not cover ‘illustrative’ use • Works must already have been made publicly available After (expected 1 October) • Widened to cover any reasonable quotation • Legitimises academic practice (citation) • Must have been made publicly available Page 14
  • 15. Accessible copies for disabled users - S31 Before 1 June 2014 • Restricted to people with visual impairments only • Literary, dramatic, musical or artistic work • Contractual override After 1 June 2014 • Widened to all impairments which prevent equal access • All types of copyright work • No contractual override • Doesn’t address DRM/TPM measures Page 15
  • 16. Fair dealing for instruction – S32 Before 1 June 2014 • Non-reprographic copying of literary, dramatic, musical and artistic works only • Wide examination exception (not music) • Sound recording/film exception • Acknowledgement required if practical After 1 June 2014 • Must be fair dealing • Copying can be reprographic • Examination exception narrowed  • Covers all copyright works including sound recordings, films and broadcasts Page 16
  • 17. Recording of Broadcasts – S35 Before 1 June 2014 • Non-commercial educational use • ‘Communication to the public’ premises limitation • Dove-tails with ERA licence After 1 June 2014 • Non-commercial educational use • ‘Communication to the public’ off premises via secure electronic network • Dove-tails with ERA licence Page 17
  • 18. Copying and Use of Extract of Works by Educational Establishments – S36 Before 1 June 2014 • Non-commercial • ≤1% per work, per quarter, per institution • Covers typographical arrangement • Dove-tails with CLA licence After 1 June 2014 • Non-commercial • ≤5% per work, per year, per institution • Includes incorporated works (e.g. illustrations) • Dove-tails with CLA licence Page 18
  • 19. Library Privilege Copying for Other Libraries – S41 Before 1 June 2014 • Supply of a journal article or whole or part of literary, dramatic or musical work • Includes illustrations in context • Contractual override After 1 June 2014 • Supply of journal article or whole or part of any published work • Will include sound recordings, films and broadcasts • No contractual override Page 19
  • 20. Library/Archival Preservation – S42 Before 1 June 2014 • Single copy of item in permanent collection • Literary, dramatic or musical work • Includes illustrations and typographical arrangement • Contractual override After 1 June 2014 • Copy an item in permanent collection • All types of copyright work including sound recordings, films and broadcasts • No contractual override Page 20
  • 21. Library Privilege Copying for Patrons – S42A Before 1 June 2014 • ‘Prescribed’ libraries • Non-commercial research or private study • Article in a periodical or part of literary, dramatic or musical work • Declaration form • Patron must pay cost of supply • Contractual override After 1 June 2014 • Not-for-profit library • Non-commercial research or private study • Reasonable proportion of any copyright work • Declaration still required but not through set form • Patron does not have to pay cost of supply • No contractual override Page 21
  • 22. Library Copying of Unpublished Works – S43 Before 1 June 2014 • Literary, dramatic or musical works only • Work must not have been published prior to deposit • Copyright holder must not have prohibited copying • Single copies only may be provided After 1 June 2014 • All types of copyright work • Work must not have been published prior to deposit • Copyright holder must not have prohibited copying • Single copies only may be provided Page 22
  • 23. Making Works Available Through Dedicated Terminals – S40B • New exception • Relates to a publicly accessible library, educational establishment, museum or archive • Allows collection items to be viewed on site through ‘dedicated terminals’ • Works must have been lawfully acquired • For research or private study • Access must be compliant with licensing terms if they exist Page 23
  • 24. Text and Data Mining – S29A • New exception • Use of algorithms to determine relationships in data • Non-commercial use • Requires legitimate subscription/access to dataset • No contractual overrides Page 24 Data
  • 25. Orphan works Page 25 • Works where rights holder is unknown or untraceable • Currently requires ‘risk-managed’ approach • UK Orphan works provisions in the ERR Act 2013 • EU Orphan Works Directive – to be implemented in UK by 29 October 2014 Image: Lively as a Linnet: selected poems. John Gorman (1906-1984). Plaistow Poets Press, 1986. Orphan work.
  • 26. Orphan Works UK Licensing Scheme • Covers all types of Orphan Work (inc photographs) • 7 year licence term • Commercial and non- commercial use • Requirement for reasonable searches • Outstanding questions EU Directive • Covers all text and audio visual works (but not artistic unless embedded) • Non-commercial use • Applies to cultural and educational organisations • Reasonable searches recorded on a database • No geographical restriction or time limit Page 26