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Copyright: Print Guidelines

Whether you are a faculty member or a student, it's good to know about the complex copyright laws in the United States to avoid plagiarism or using something illegally in the classroom.

General Guidelines

Reserving works for limited use

Teachers often make supplemental reading assignments that all their students can not complete given normal loan periods. Placing the reading materials on reserve gives each student time-limited access, but sometimes even severe restrictions on the loan period will not guarantee full access. The students need more copies. Faculty members may provide their own copies or ask the library to make or acquire additional copies.

Since the Reserve Room is an extension of the classroom, its copying must conform with fair use principles. There is no part of Section 108 that addresses this kind of copying. Complying with fair use is not an easy task because fair use can be hard to understand. For example, Section 107 explicitly cites the practice of making multiple copies for classroom use as an example of fair use, but the provision also requires the user to consider the famous "four factors" stated in the statute before deciding whether a particular use is fair:

  • The purpose and character of the use, including whether such use is of a commercial nature or is for nonprofit educational purposes;
  • The nature of the copyrighted work;
  • The amount and substantiality of the portion used in relation to the copyrighted work as a whole; and
  • The effect of the use upon the potential market for or value of the copyrighted work.

Not very helpful, are they?

Still at one time universities thought they knew what fair use was. Now, however, these commonly held beliefs have been challenged by several lawsuits over the scope of fair use (2). These lawsuits raise serious concerns.

The discussion of reserve room operations that follows (see links below) will rely on a basic assumption: if a faculty member could lawfully prepare coursepacks comprising photocopies of six articles from different periodicals and one chapter from a book without permission (3), those same materials can be placed on reserve, making a more conservative use of the fair use right. Similarly, however, for any set of materials that would not be fair use in a coursepack, we should get permission to make copies for reserve use. In the analyses that follow, we will see how the exercise of this right changes in print, audio, still image, video and electronic multimedia media.

Footnotes:

1 17 U.S.C. Section108 (f)(4) (Section 108 generally), which protects certain library reproduction and distribution activities, explicitly preserves any rights libraries may have under Section 107. Fair use rights may be different from and/or more extensive than rights under Section 108.

2 Addison-Wesley Publishers Co., Inc. v. New York University, (settled out of court); Basic Books, Inc. v. Kinko's Graphics Corporation, 758 F. Supp. 1522 (S.D.N.Y. 1991); American Geophysical Union v. Texaco, Inc., 802 F.Supp.1 (S.D.N.Y. 1992); 37 F.3d 881 (2nd Cir. 1994); Princeton University Press v. Michigan Document Services, Inc., 1996 WL 54741 (6th Cir. 1996) [WITHDRAWN]; 1996 FED App. 0357P (6th Cir.). These cases concern faculty prepared "coursepacks" containing supplemental reading materials for students and research copies (Texaco).

3 Discussion in fair use: reserve rooms for print copies explains the basis for this assumption and how such activities on our campuses may be different from the activities of commercial for-profit copy shops. The range of opinion on this issue is broad, however. Some universities advise their on-campus copy centers that coursepacks containing single chapters from books, single articles from journals and no more than a few charts, graphs or illustrations would generally qualify as fair use for the first semester of use by the same professor for the same class. Requests beyond these would require either a more involved fair use analysis or permission from the publisher. Others believe that all reserve uses require permission if it can be easily obtained, for example, from the Copyright Clearance Center. Others believe that substantially all educational uses are fair. For a fuller discussion, see "fair use of copyrighted materials."

Guidelines for using Print Resources in the Classroom

Fair use explicitly allows use of copyrighted materials for educational purposes such as criticism, comment, news reporting, teaching, scholarship, and research. Rather than listing exact limits of fair use, copyright law provides four standards for determination of the fair use exemption:

  1. Purpose of use: Copying and using selected parts of copyrighted works for specific educational purposes qualifies as fair use, especially if the copies are made spontaneously, are used temporarily, and are not part of an anthology.
  2. Nature of the work: For copying paragraphs from a copyrighted source, fair use easily applies. For copying a chapter, fair use may be questionable.
  3. Proportion/extent of the material used: Duplicating excerpts that are short in relation to the entire copyrighted work or segments that do not reflect the "essence" of the work is usually considered fair use.
  4. The effect on marketability: If there will be no reduction in sales because of copying or distribution, the fair use exemption is likely to apply. This is the most important of the four tests for fair use (Princeton University).

Guidelines for Print Materials:

  • Single Chapter from a book
  • A single article from a journal issue or newspaper
  • A short story, essay, or poem from an individual work.
  • A chart, graph, diagram, drawing, cartoon, or picture from a book, journal, or newspaper.

Guidelines for Distributing Copies

  • Copies made do not substitute for the purchase of books or journals.
  • Provide a copyright notice on the first page of the material copied. The American Library Association recommends using "Notice: This material is subject to the copyright law of the United States."
  • Provide only one copy per student which becomes the property of the student.
  • Copying the works for subsequent semesters requires copyright permission.
  • Do not charge the students beyond the cost of making the photocopy.

Cumultative Effect

Copying is for only one course. Not more than two items from the same author or three from the same collective work may be used during one class term.