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SIAST Copyright Office                                                                                             17/Oct/2012




                                                              SCC Fair Dealing Decisions
           Recent Copyright Changes                           — Case most important to education:
           How do they affect you?
                                                                ? Alberta (CMEC) v. Access Copyright
           October 2012                                          http://scc.lexum.org/en/2012/2012scc37/2012scc37.html

                                                              — Decisions relied on C-42, not C-11
                                                              — ACCC released new fair dealing
                                                               guidelines in August 2012




                                               Nancy Pardoe




           Recent Copyright Changes                           CMEC v. AC: Background
           — Fair Dealing                                     — K-12 Access Copyright tariff (2005-2009)
             ? “the use of a copyright-protected work           certified by the Copyright Board in 2009
               without permission or payment”                 — Survey of photocopying: category 4
             ? Supreme Court of Canada: Five cases related      copies (teacher initiated copies) are not
               to the application of fair dealing               considered fair dealing
             ? Decisions released July 2012
                                                              — Federal Court of Appeal: Board’s decision
           — Copyright Modernization Act (C-11)                 was “reasonable”
             ? Royal Assent: June 29, 2012
                                                              — Supreme Court: Board misapplied the
             ? Not proclaimed “in force” yet
                                                                CCH fair dealing factors
SIAST Copyright Office                                               17/Oct/2012




            Fair Dealing Analysis (CCH)
            Step One: Is the purpose of the dealing one
              of the purposes enumerated in the Act?
            Step Two: Analysis – Is the dealing fair?
            1. Predominant / real purpose
            2. Character of the dealing
            3. Amount taken
            4. Available alternatives
            5. Nature of the work
            6. Effect of the dealing on the work




            Copyright Board Analysis (2009)
            Category 4 copies are not fair dealing:
            1.   Real purpose is instruction, not research.
            2.   Multiple copies made for third parties at their
                 request is fair dealing.
            3.   Total amount of copying must be assessed,
                 not the amount taken from one work.
            4.   Schools can purchase textbooks.
            5.   No existing policy / practice to restrict access.
            6.   The decline in textbook sales can be linked to
                 photocopying excerpts.




            Supreme Court Analysis (2012)
            1.   User’s purpose is most relevant, not the
                 copier’s purpose.
            2.   ---
            3.   Amount must be analyzed using an individual
                 work, not the aggregate.
            4.   Buying books not a realistic alternative to
                 copying short excerpts.
            5.   ---
            6.   No evidence linking photocopying and decline
                 in sales.
SIAST Copyright Office                                                             17/Oct/2012




               SIAST Policy & Guidelines
                — “Use      of Copyrighted Materials” Policy
                    ? A-1.24 (August 2010)
                — Copying Guidelines
                    ? mySIAST, Faculty Page, POP Manual, section 10.2
                — Fair    Dealing Guidelines
                    ? mySIAST, Faculty Page, POP Manual, section 10.3
                — Copyright         Office web site
                    ? http://www2. siast.sk.ca/departments/copyright/index.htm




               SIAST Fair Dealing Guidelines
                —   Copies must be for a             —   Avoid cumulative
                    fair dealing purpose                 copying
                —   From a lawful copy               —   Should not substitute
                —   Single copy                          for purchasing
                —   Smaller amounts more                 materials
                    fair: suggested                  —   Include attribution and
                    percentages                          notice
                —   Limit the distribution           —   Any fees charged
                                                         relate to the actual
                                                         cost
                                                     —   Refer copying outside
                                                         these guidelines




               Current Use of 3 rd -party works
           —   Few restrictions:          —   Fair dealing applies in most
               ? Public domain                situations:
               ? Links                        ? E-reserves (within guidelines)
               ? Quotes                       ? Classroom projection of
                                                presentations
                                              ? Distribution of presentations
                                                (remove 3rd party content)
                                              ? Classroom projection of
                                                streaming video
                                              ? One-time classroom
                                                distribution
SIAST Copyright Office                                                              17/Oct/2012




               Current Use of 3rd-Party works
                              3rd-
           —   Licensed material /                 —   Need permission:
               Terms of use                            ? Repeated distribution of
               ? Library databases                       classroom handouts
               ? Instructional resources               ? Inclusion in print or
                 from publishers                         digital course packs
               ? Creative Commons /                    ? “All rights reserved ”
                 Open Source material                    material on the Internet
               ? Provincial & federal
                 government works on web
                 sites
               ? Classroom showing of
                 feature films




               Use of Copyrighted Materials
                    Permission /
                    Licenses                Fair Dealing        Public Domain /
                    Required                                    Insubstantial




               Copyright Office
                — Copyright        Office web site
                  ? http://www2. siast.sk.ca/departments/copyright/index.h tm
                  ? Contact Us page

                — Copyright   compliance questions – contact
                  a copyright consultant
                — Central filing of permissions
                  documentation
                  ? Copyright Assistant (Woodland)
                — Development           of internal pages
                  ? http://programs.siast.sk.ca/copyright/resources.htm

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Copyright handouts 2012

  • 1. SIAST Copyright Office 17/Oct/2012 SCC Fair Dealing Decisions Recent Copyright Changes — Case most important to education: How do they affect you? ? Alberta (CMEC) v. Access Copyright October 2012 http://scc.lexum.org/en/2012/2012scc37/2012scc37.html — Decisions relied on C-42, not C-11 — ACCC released new fair dealing guidelines in August 2012 Nancy Pardoe Recent Copyright Changes CMEC v. AC: Background — Fair Dealing — K-12 Access Copyright tariff (2005-2009) ? “the use of a copyright-protected work certified by the Copyright Board in 2009 without permission or payment” — Survey of photocopying: category 4 ? Supreme Court of Canada: Five cases related copies (teacher initiated copies) are not to the application of fair dealing considered fair dealing ? Decisions released July 2012 — Federal Court of Appeal: Board’s decision — Copyright Modernization Act (C-11) was “reasonable” ? Royal Assent: June 29, 2012 — Supreme Court: Board misapplied the ? Not proclaimed “in force” yet CCH fair dealing factors
  • 2. SIAST Copyright Office 17/Oct/2012 Fair Dealing Analysis (CCH) Step One: Is the purpose of the dealing one of the purposes enumerated in the Act? Step Two: Analysis – Is the dealing fair? 1. Predominant / real purpose 2. Character of the dealing 3. Amount taken 4. Available alternatives 5. Nature of the work 6. Effect of the dealing on the work Copyright Board Analysis (2009) Category 4 copies are not fair dealing: 1. Real purpose is instruction, not research. 2. Multiple copies made for third parties at their request is fair dealing. 3. Total amount of copying must be assessed, not the amount taken from one work. 4. Schools can purchase textbooks. 5. No existing policy / practice to restrict access. 6. The decline in textbook sales can be linked to photocopying excerpts. Supreme Court Analysis (2012) 1. User’s purpose is most relevant, not the copier’s purpose. 2. --- 3. Amount must be analyzed using an individual work, not the aggregate. 4. Buying books not a realistic alternative to copying short excerpts. 5. --- 6. No evidence linking photocopying and decline in sales.
  • 3. SIAST Copyright Office 17/Oct/2012 SIAST Policy & Guidelines — “Use of Copyrighted Materials” Policy ? A-1.24 (August 2010) — Copying Guidelines ? mySIAST, Faculty Page, POP Manual, section 10.2 — Fair Dealing Guidelines ? mySIAST, Faculty Page, POP Manual, section 10.3 — Copyright Office web site ? http://www2. siast.sk.ca/departments/copyright/index.htm SIAST Fair Dealing Guidelines — Copies must be for a — Avoid cumulative fair dealing purpose copying — From a lawful copy — Should not substitute — Single copy for purchasing — Smaller amounts more materials fair: suggested — Include attribution and percentages notice — Limit the distribution — Any fees charged relate to the actual cost — Refer copying outside these guidelines Current Use of 3 rd -party works — Few restrictions: — Fair dealing applies in most ? Public domain situations: ? Links ? E-reserves (within guidelines) ? Quotes ? Classroom projection of presentations ? Distribution of presentations (remove 3rd party content) ? Classroom projection of streaming video ? One-time classroom distribution
  • 4. SIAST Copyright Office 17/Oct/2012 Current Use of 3rd-Party works 3rd- — Licensed material / — Need permission: Terms of use ? Repeated distribution of ? Library databases classroom handouts ? Instructional resources ? Inclusion in print or from publishers digital course packs ? Creative Commons / ? “All rights reserved ” Open Source material material on the Internet ? Provincial & federal government works on web sites ? Classroom showing of feature films Use of Copyrighted Materials Permission / Licenses Fair Dealing Public Domain / Required Insubstantial Copyright Office — Copyright Office web site ? http://www2. siast.sk.ca/departments/copyright/index.h tm ? Contact Us page — Copyright compliance questions – contact a copyright consultant — Central filing of permissions documentation ? Copyright Assistant (Woodland) — Development of internal pages ? http://programs.siast.sk.ca/copyright/resources.htm