1. Creative Commons, Copyright and Education Part 2. An Introduction to Copyright Rowan Wilson OUCS November 2009

2. What intellectual property is What copyright is How copyright is licensed What ‘fair dealing’ is

3. What is intellectual property?

4. “Intellectual Property (IP) is created when an idea takes some tangible form. IP can mean a brand, invention, design or other kind of creation and it can be legally owned..” http://www.ipo.gov.uk/

5. Does Intellectual Property = Property?  The owner of intellectual property has a timed monopoly on its use  Intellectual property law protects that monopoly  Intellectual property rights come in two types: registered or unregistered  There are many kinds of intellectual property

6. What is copyright?

7. Copyright...  is a form of intellectual property  is an unregistered right – it comes into existence at the same time that the work is 'fixed'  protects the 'fixed' form of an idea, not the idea itself  protects material that is ‘original’ (required ‘skill, labour and judgement’ to create, and is not a copy of something else)  protects literary and artistic material, music, films, sound recordings and broadcasts, including software and multimedia  does not protect works that are 'insubstantial' – thus names and titles are not protected (although a 'passing off' action may be a possibility if the title is also a trademark)‏  gives the author exclusive economic rights over the copyrighted material

8. What exclusive economic rights do authors have?  Making copies  Issuing copies to the public (publication, performing, broadcasting, online distribution)  Renting or lending copies  Adapting the work

9. What if I'm employed to create copyright material?  Your employment contract will govern who owns the copyright, although the default position will be that your employer does  For University of Oxford employees the position is spelled out in the University Statutes XVI part b  Even works created outside working hours may be owned by your employer if they are of the same general type as you are employed to create  Beware! If you bring in contractors or consultants they will by default own the copyright in their work unless the contract you arrange says otherwise

10. When does copyright expire under UK law?  For literary, dramatic, musical or artistic work, 70 years after the death of the author  For films, the 70 years after the last death of principal director, the authors of the screenplay and dialogue, and the composer of any music specially created for the film  For sound recordings, 50 years after the year or production or the year of publication, whichever is later  For broadcasts, 50 years after first broadcast  For the layout of publications, 25 years after publication  Note: all terms calculated from the end of the year in question  Also note: The duration of copyright protection has changed several times over the last decades, meaning that some authors have enjoyed renewed copyright.

11. How do I mark a work as protected?  It’s not strictly necessary to do so, however…  Marking with a ©, your name (or your institution’s name) and the year of composition will put readers on notice that they should consider the work to be protected  Informal copyright registries do exist  Supplying some kind of contact details will make it even more difficult for infringers to argue that they could not seek permission

12. So what can an author do with their copyright?  They can transfer it to someone else – often for money. Sometimes this is called an assignment  They can license it...

13. How is copyright licensed?

14. What's a copyright licence?  A copyright licence is an agreement between a copyright owner (licensor) and another person or group (the licensee)‏  This agreement permits the licensee to do things which would otherwise be protected actions under intellectual property law  Thus a copyright licence might permit the licensee to copy the work, communicate it to the public, adapt it or perform it (or any combination of those)‏  Copyright licences can be exclusive or non-exclusive  Copyright licences need not be heavyweight legal documents. For low-risk licensing scenarios a simple fax or email containing permission in natural language is fine.

15. What is 'Fair Dealing'?

16. What is Fair Dealing?  Similar to the well-known phrase from US law 'Fair Use'  'Fair Dealing' is a term which describes certain uses of a copyright work under certain defined circumstances. Provided that these circumstances are in place, no permission for this use is required from the copyright owner.  The 'Fair Dealing' exceptions can be read in full in the Copyright, Designs and Patents Act 1988 (and subsequent amendments)‏  On the following slides some of these exceptions will be described briefly.  Refer to the Act to find the precise detail of the exceptions, and for some others not mentioned here

17. What are the Fair Dealing exceptions? Research and private study  A "reasonable proportion" of a literary, dramatic, musical or artistic work can be copied provided that only one copy is made for non-commercial research Criticism, review and news reporting  any copyright material may be copied provided that acknowledgement of the source is made in the resulting material (with the exception of sound recordings and film in used current events reporting, where no acknowledgement is necessary)‏  Photos are excluded from the current event reporting exception, acknowledged or not.

18. What are the Fair Dealing exceptions? (continued)‏ Things done for purposes of instruction or examination  Literary, dramatic, musical or artistic works may be copied if the copying is done by the instructor themselves and the method of reproduction is not reprographic  Sound recordings and films may be copied if the copying is done by the instructor themselves and the subject being taught is the making of films or film soundtracks  Nearly all protected activities relating to setting questions for exams, making questions available to examinees and answering those questions are permitted (only copying sheet music for performance in an exam is not)‏  Materials generated under this exception (things done for purposes of instruction or examination) become infringing copies if they are subsequently sold, hired or communicated to the public.

19. What are the Fair Dealing exceptions? (continued)‏ Exceptions involving libraries and librarians  Librarians can make single copies of periodical articles and sections from literary, dramatic or musical works for library users provided that they are satisfied that the user will be covered by the 'Research and Private Study' exception (a statutory form of words exists which can be obtained from the library in question and signed by the library user).

20. Copyright in two points 1. © works must be fixed, substantial and original 2. If you want to copy, distribute or adapt someone else’s © work you will need permission

21. Some questions…

22. You create and make available a web site on Charles Dickens called ‘Great Expectations’. Is this… (a) OK (b) Not OK

23. On your web site about Dickens you offer versions of Dickens’ novels formatted as web pages. Is this… (a) OK (b) Not OK

24. On your web site about Dickens you also offer the notes from recent critical editions of Dickens’ novels, hyperlinked to your web page versions of the novels. Is this… (a) OK (b) Not OK

25. You are employed at a software development house writing programs that make stock-trading decisions. In your evenings, you have a lucrative hobby: you write your own programs of a similar kind, and sell licences to them on the internet. Is this… (a) OK (b) Not OK

26. You are employed at a software development house writing programs that make stock-trading decisions. In your evenings, you write racy thrillers about the stock market traders and sell them on the internet. Is this… (a) OK (b) Not OK

27. You are planning to publish an annotated edition of The Thirty Nine Steps by John Buchan on the 70 th anniversary of his death (11 th February 2010). You do not intend to seek permission from the Buchan estate. Is this… (a) OK (b) Not OK

28. Your thesis is on themes of imprisonment and liberation in the comic 2000AD. You reproduce 113 pages of various issues of the comic as examples within your thesis. You then submit the thesis. Is this… (a) OK (b) Not OK

29. Your thesis on 2000AD is highly praised. You decide to put a PDF of the complete thesis on your University home page. Is this… (a) OK (b) Not OK

30. Links UK Intellectual Property Office – http://www.ipo.gov.uk/home.htm OULS Copyright FAQ - http://www.bodley.ox.ac.uk/ulsd/oxonly/copyright/copyrightfaq.htm University of Oxford Statues covering IP issues – http://www.admin.ox.ac.uk/statutes/790-121.shtml JISC Electronic Fair Dealing Guidelines – http://www.ukoln.ac.uk/services/elib/papers/pa/fair/intro.html JISC Legal – http://www.jisclegal.ac.uk/ Museums Copyright Org © Expiration Flowchart - http://www.museumscopyright.org.uk/private.pdf The Society of Authors – http://www.societyofauthors.org/ Writers, Artists and Their Copyright Holders - www.watch-file.com Copyright, Designs and Patents Act 1988 - http://www.ipo.gov.uk/cdpact1988.pdf Copyright (Visually Impaired Persons) Act 2002 - http://www.opsi.gov.uk/acts/acts2002/20020033.htm Copyright Licensing Agency - http://www.cla.co.uk/ Creative Commons – http://www.creativecommons.org Creative Commons Content Search - http://search.creativecommons.org/ GNU Free Documentation License - http://www.fsf.org/licensing/licenses/fdl.html

31. Appendix: What does the University of Oxford claim of your work?

32. How does the University claim rights to work?  Employment and studentship agreements 'import' the statutes of the University of Oxford  Signature of such agreements indicates assent to the statutes  The statutes cover many topics including IP  The statutes lay out whose work is claimed, and the varieties of work that are claimed.  For a work to be claimed it must be both of the prescribed kind and created by a prescribed kind of individual (and not specifically excluded).  Assent to the statutes includes assent to sign any necessary additional licences required by the University

33. Whose work is claimed?  Employees creating © work in the course of their employment  Students creating © work in the course of (or incidentally to) their studies  Anyone else who, “as a condition of their being granted access to the University's premises or facilities” has agreed in writing to be bound by the IP statutes  Contractors creating © work during the course of (or incidentally to) their contracted work

34. What kinds of work are claimed?  (1) works generated by computer hardware or software owned or operated by the University;  (2) films, videos, multimedia works, typographical arrangements, field and laboratory notebooks, and other works created with the aid of university facilities;  (3) patentable and non-patentable inventions;  (4) registered and unregistered designs, plant varieties, and topographies;  (5) university-commissioned works not within (1), (2), (3), or (4);  (6) databases, computer software, firmware, courseware, and related material not within (1), (2), (3), (4), or (5), but only if they may reasonably be considered to possess commercial potential; and  (7) know-how and information associated with the above.

35. What kinds of work are not claimed (even if they are caught in the definitions on the previous page)?  artistic works, books, articles, plays, lyrics, scores, or lectures, apart from those specifically commissioned by the University;  audio or visual aids to the giving of lectures; or  computer-related works other than those specified on the previous page

36. What does “specifically commissioned by the University” mean?  “works which the University has specifically employed or requested the person concerned to produce, whether in return for special payment or not”  Excludes works commissioned by Oxford University Press, for which separate agreements are likely to be made