UNIVERSITY OF SOUTH FLORIDA

Policies and Procedures Manual

 

Subject of Policy Statement

Effective Date

Policy Number

 

Use of Copyrighted Materials

 

Rev:  07/20/07

 

0-105

 

I.       INTRODUCTION (Purpose and Intent)

 

The University of South Florida (University/USF) is dedicated to instruction, research and service based on the highest standards of discovery, creativity, and intellectual attainment.  It is the policy of this University that its faculty, staff and students carry out their scholarly work in an open and free atmosphere that is consistent with applicable laws and University policy. 

 

As such, the University is committed to complying with all applicable laws regarding copyrights as set forth in the United States Code, Title 17 (the “Copyright Act”), and supports responsible use of copyrighted material as statutorily exempted by §110(1) and (2) of the Copyright Act (Face-to-Face Teaching Exemption and the “Technology, Education and Copyright Harmonization Act” or “TEACH Act”, respectively) and further supports the responsible, good faith fair use of copyrighted materials in accordance with §107 of the Copyright Act (“Fair Use”).

 

II.    GENERAL PRINCIPLES OF COPYRIGHT LAW

A.     What Is a Copyright and What Does It Protect?

 

1.       Types of Work Protected

 

Copyright law protects "original works of authorship," that are “fixed in a tangible medium.”  This protection is available for both published and unpublished works.  Copyrightable works include the following categories:

 

·        Literary works (including software and “compilations”)

·        Musical works (including any accompanying words)

·        Dramatic works (including any accompanying music)

·        Pantomimes and choreographic works

·        Pictorial, graphic, and sculptural works (including architectural plans)

·        Motion pictures and other audiovisual works

·        Sound recordings

·        Architectural works

 

2.      Rights That Are Protected by Copyright

 

Under copyright law, copyright owners have the exclusive right to do (and authorize others to do) certain things with respect to their copyrighted work, including: make copies of the work, distribute copies of the work, display or perform the work publicly, make derivative works, and transmit the work electronically. 

 

B.     Works That Are Not Protected by Copyright

 

Several categories of material are generally not eligible for federal copyright protection.  Such materials may be used freely without regard to copyright protections.  These include among others:

 

·        Works in the public domain.  For example, most government works are in the public domain and may be freely used.  All copyrighted works will eventually fall into the public domain.  Copyright protection generally lasts for the life of the author plus 70 years.

 

·        Works that have not been fixed in a tangible form of expression, (for example, improvisational speeches or performances that have not been written or recorded).

 

·        Titles, names, short phrases, and slogans; familiar symbols or designs; mere variations of typographic ornamentation, lettering, or coloring; mere listings of ingredients or contents.

 

·        Works consisting entirely of information that is common property and containing no original authorship (for example: standard calendars, height and weight charts, tape measures and rulers, and lists or tables taken from public documents or other common sources).

 

 

III. USE OF COPYRIGHTED WORKS BY FACULTY, STAFF AND STUDENTS

 

The University supports the responsible use of copyrighted material as statutorily exempted for face-to-face and distance teaching activities, and for the good faith exercise of full fair use rights by faculty, librarians, staff and students in teaching, research and services activities. 

 

However, except as allowed by law, it is a violation of law and this Policy for University faculty, staff or students to use copyrighted material without proper purchase or to reproduce, distribute, display publicly, perform, digitally transmit, or prepare derivative works based upon a copyrighted work without permission of the copyright owner. 

 

As such, appropriate methods of using copyrighted material are as follows:

 

A.     Obtaining the Right to Use Material by Proper Purchase

 

Unless you have the copyright owner’s permission or your activity is covered by a legal exemption (as discussed below), faculty, staff and students may not copy, reproduce or distribute copyrighted material.  Faculty, staff and students must purchase appropriate copies of all material needed for classroom activities.  Purchasing a copy of copyrighted material only provides the right to use that copy for personal use.  Purchasing a copy does not provide the right to make and distribute copies of the material.

B.     Obtaining Permission of the Owner

 

Except when the activity is covered by a legal exemption (as discussed below), faculty, staff and students of the University must obtain permission from the copyright owner for any use that involves the copying and distribution of copyrighted work to others.  A standard permission request is attached.  Permission Request Form

C.     Face-to-Face Teaching Exemption

 

Section 110 of the Copyright Act allows faculty to use or display copyrighted materials during face-to-face teaching activities.  Such use does not require the owner’s permission.  The exemption applies as long as there is: (i) no direct or indirect admission charge; (ii) it is a regular part of the instructional activities; and (iii) it is directly related to the teaching content.  Note, however, this exemption does not permit copying or distributing a work – only the display, teaching and/or performing.  (See section IV.B. of this Policy, “Additional Guidelines for Classroom Copying.”)

 

D.    Fair Use Exemption

 

The “Fair Use” statutory exemption allows certain specified uses of limited portions of copyrighted material without requiring permission of the copyright holder.  Fair use allows faculty to make copies of limited portions of a copyrighted work for non-profit educational purposes. 

 

IV.    FAIR USE GUIDELINES

A.         Elements of Fair UseGood Faith Consideration Required

 

University faculty or staff who propose to make fair use of copyrighted material must consider four statutory factors to be weighed in making a fair use analysis.  Faculty or staff must make a good faith advance determination based on these four factors: 

1.           What is the character of the use?

·                  Is it for an educational purpose? 

·                  Educational purposes are more likely to be considered fair use.

 

 

2.          What is the nature of the work to be used?

 

·              Is the work primarily imaginative or factual? 

·              Use is more likely to be considered fair if the work is more factual

in nature.

3.          What is the amount and substantiality of the portion to be used?

·              Is it a small portion or the whole work?

·              Using a portion of the work is more likely to be considered a fair use.

 

4.          Will the use negatively affect the value of the copyrighted material?


·          Does the copied material compete with potential profits to the

copyright owner?

·            An instance is more likely to be considered fair use if it has no

impact on potential profits of the copyright owner.

·          Repeated use tends to affect market value.

 

 

B.         Additional Guidelines for Classroom Copying

 

The following guidelines will assist you in determining if your use of copyrighted materials is permissible.  The outer limits of fair use may reach further than the limitations suggested by these guidelines.  When material sought to be copied falls outside the scope of the guidelines, faculty and staff should secure permission to copy from the copyright owners. 

 

1.       A single copy of material to be used for teaching purposes is acceptable.

 

2.      Use only a small amount of the copyrighted material in relation to the whole work – for example, a single chapter of a book, an article, or a few photos from a larger collection.

 

3.      Making multiple copies is acceptable provided that:

 

·        The number of copies does not exceed more than one copy per student.

·        The inspiration and decision of the teacher to use the work and the moment of its use should be reasonably close in time.

 

·        The work includes a notice of copyright.

 

4.      Multiple copying and distribution of copyrighted material should not be substituted for the purchase of books by the students.

 

5.      If copies of copyrighted material will be used in the classroom or put on reserve in the library for multiple semesters, then obtain permission from the copyright owner.

 

6.      Obtain permission and/or pay appropriate license fees to use copyrighted material for course packs or other material used for non-classroom study purposes.

 

7.      Do not copy and distribute consumable materials such as workbooks, standardized tests, test booklets, etc.

 

C.         Additional Guidelines for Using Audiovisual, Literary and Musical Works

 

A teacher may perform, display, or otherwise use motion pictures and other audiovisual works, or recorded copies thereof, and literary or musical works in the classroom, provided:

 

1.      The use, performance or display is in the normal and regular course of teaching activities and not for entertainment purposes;

 

2.      All recorded copies of audiovisual works are lawfully made;

 

3.      No transmission is made beyond the place where the copy is located (i.e. outside the building or general area of classroom);

 

4.      The use is limited to students enrolled in the course;

 

5.      The purpose is strictly educational in nature, not for the recreation and/or entertainment of the audience; and

 

6.      The following restrictions are observed in the off-the-air recording and use of television and cable programs:

 

a)         The program can be recorded only once by or at the request of an individual teacher, even if the program has been broadcast numerous times, and must include the copyright notice;

 

b)         The program must be used within ten school days of its recording and can be used only twice during that period once as a teaching aid and once for reinforcement;

 

c)         The copy must be erased or destroyed at the end of forty-five school days after recording (during the last thirty-five days, the program can be used only by the teacher for evaluation purposes); and

 

d)         Recorded programs may not be physically or electronically combined or merged to create teaching anthologies or compilations, and may not be altered from their original content.

 

V.     ONLINE AND DISTANCE LEARNING ACTIVITIES

 

Copyright laws and Fair Use principles also apply to Online and Distance Learning Courses.  However, a newer law called the TEACH Act also applies to such courses, but for slightly different uses of copyrighted materials.

 

Traditional online course formats, such as Blackboard, often include posting copyrighted materials for students to use during the online course.  Faculty or staff use of Blackboard or similar formats should ensure that the use of such material complies with Fair Use principles or is used with permission of the copyright owner.  

 

The TEACH Act applies to secondary transmissions of a copyrighted work within a teaching performance.  For example, when a professor’s teaching performance is being recorded and subsequently transmitted online, and if that professor is also showing a movie during that performance, then the TEACH Act applies.  

 

A.     General Principles of the TEACH Act

 

1.          The TEACH Act (§110(2) of the Copyright Act) extends the face-to-face teaching exemption to distance learning activities. 

2.          The TEACH Act allows faculty to use copyrighted materials during the act of teaching when the teaching performance is then transmitted via the Internet or video. 

3.          The TEACH Act only applies to works that an instructor would show or play during class.  Any uploading of material for study purposes must otherwise comply with copyright laws, including fair use principles.

4.          Provided that the requirements of the Act are followed, transmissions (via Internet or video) of teaching performances using copyrighted material may be made without obtaining permission from the copyright owner.

 

B.         Guidelines for Distance Education Courses Under the TEACH Act

1.      The performance or display of copyrighted material must be:

a)     A regular part of mediated instructional activity.

b)     Made by, at the direction of, or under the supervision of the instructor.

c)     Directly related and of material assistance to the content of the course.

 

2.      The following technological restraints must be in effect:

a)     The content must be accessible only to those students who are enrolled in the course;

b)     The content must be accessible only for the duration of a class session;

c)     To the extent technologically possible, the content must be protected from further distribution; and

d)     To the extent technologically possible, the content must not be subject to retention by students.

 

3.      All material displayed must contain a notice similar to the following:

 

The materials on this course website are only for the use of students enrolled in this course for purposes associated with this course and may not be retained or further disseminated.  The materials on this course website may be protected by copyright; any further use of this material may be in violation of federal copyright law.

 

4.      Guidelines for complying with the TEACH Act:

a) Notify students that works used are subject to copyright protection.

b) Supervise the digital performance or display.  Make it an integral part of your instructional activity.

c) Work with University Information Technology to limit access to the works.

d) Reading excerpts from books, playing an excerpt from a piece of music, showing a photograph or a still from a motion picture is generally acceptable.

e) Do NOT upload material such as textbooks, course packs or other resources typically purchased by students to review outside of the classroom unless permission has been received by the owner or such use otherwise complies with Fair Use principles.

f)   Do NOT transmit or upload materials specifically marketed as distance education courses.

g) Do NOT use pirated works or works that you have reason to know were illegally made.

h) Do NOT play an entire motion picture or act out a performance of an entire play during a class that will then be transmitted.  Only a reasonable and limited portion of these types of works can be used.

 

VI.          Course Packs and Course Reserves

A.  Guidelines for Printed Course Packs and Course Reserves

1.      Materials may be copied and placed in course packs or made available for course reserves when they are:

·    In the public domain; or

·    Used with permission from the copyright holder; or

·    Used under the provisions of a contract or license agreement, noting that agreements may differ from, and often take precedence over, what is allowed under copyright law; or

·    Used under the provision of Fair Usefaculty must consider the four part fair use test.

 

2.      The Copyright Clearance Center (CCC) can grant you permission to use a wide number of materials for a fee.  Faculty can contact the Copyright Clearance Center directly or their chosen printing shop for assistance.

B.     Guidelines for Electronic Course Packs and Other Online Materials

1.      Faculty and students may post or link to copyrighted materials on password protected course sites in compliance with copyright and fair use principles. 

2.      Prior to scanning and digitizing copyrighted materials, faculty should review University Libraries’ holdings to determine if a pre-existing license for the content already exists.  Similarly, instead of creating a digital copy of a work, where possible, faculty members are encouraged to provide links to the content owner’s website, such as a news-service, or alternatively to a public domain site.