Summary of U.S. Copyright Office Report
on Distance Education
Prepared by the Copyright Management Center
Kenneth D. Crews, Samuel R. Rosen II Professor of Law
Indiana University-Purdue University Indianapolis
530 West New York Street
Indianapolis, IN 46202-3225
Voice: 317-274-4400
Fax: 317-278-3326
http://www.copyright.iupui.edu
June 3, 1999
A new report from the U.S. Copyright Office addresses
many of the difficult issues surrounding the use of copyrighted works
in distance education.1 The Copyright Office also proposes revisions
to the law that would achieve a more meaningful and workable balance
between the rights of copyright owners and users, while promoting the
continued growth of distance education using digital technologies. Should
Congress enact those proposals, educators would have new options for
including some copyrighted works in transmissions to students at remote
locations. In addition, educators would need to limit access to students
enrolled in the course, implement systems for informing students and
others about copyright, and strive to prevent misuse of copyrighted
content by students through education programs and warning notices.
The Copyright Office report responds directly to the many
serious problems with adapting existing law for distance education to
modern technologies. Educational programs regularly involve the use
of text, video, music, images, and other copyrighted works. If the instructor
is not the copyright owner of the individual works, or does not have
permission from the copyright owner, many common uses of these works
could be unlawful. The copyright owner generally holds rights of reproduction,
distribution, display, and performance of copyrighted works. Thus, simply
showing or playing works for students may be an infringing "display
or performance." Sharing copies of the works, whether in analog format
or through digital delivery of the course, could constitute an infringing
"reproduction or distribution."
In order to foster quality education and to prevent these
common educational uses from becoming violations, the law long has allowed
instructors to make displays and performances of works in the live,
face-to-face classroom at nonprofit educational institutions. (Note
that this broad right of use is limited strictly to face-to-face teaching
and covers only performances and displays; it does not cover the ability
to make copies of works.) Once the educational experience is "transmitted"
to remote locations, however, existing law, enacted by Congress in 1976,
sets rigorous ground rules and applies sharp limits on the types of
works that may be used at all.
Existing law poses serious problems for the effective
development of distance education. It generally restricts delivery of
the course to students who are located in classrooms or other similar
locations. Even then, the course content may not include audiovisual
works and "dramatic" literary and musical works. Clearly, the law does
not foster the growth of distance learning through digital technologies,
where students may access works at diverse locations other than a "classroom,"
and where the transmission necessarily involves some incidental copies
in order to make the display or performance of a work possible. Moreover,
the disallowance of whole categories of works forces illogical barriers
on the advancement of learning.
In October 1998, Congress charged the Copyright Office
with the duty of examining the issues and making recommendations. While
delivery of the report was delayed slightly, the result is an ambitious
study that surveys problems with existing law, identifies the underlying
policies for striking a balance between protecting the rights of copyright
owners, and articulates promising solutions that would allow educators
to use works under limited circumstances.
In the end, the report makes important and thoughtful
recommendations for revising the statute. The following is a summary
of those recommendations.
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Expand coverage of rights to meet technological necessities.
In particular, digital transmissions involve the making of incidental
copies to make the transmission—or display and performance—possible.
The Copyright Office is not suggesting that educators should
be allowed to make copies of works for students in distance
learning: "Rather, the amendment should include these rights
only to the extent technologically required in order to transmit
the performance or display authorized by the exemption." Specifically,
the Copyright Office is contemplating the "transient copies"
that are "part of the automatic technical process" of the transmission.
-
Allow displays and performances in the context of "mediated
instruction." The Copyright Office identified concerns with
the prospect of "electronic reserves" or other arrangements
whereby entire works are made available to students, thus potentially
substituting for sales of those works. To facilitate uses of
works for educational purposes, however, the report recommends
that works be used in a context where the instructor is illustrating
a point or where the use is an integral part of a course structure.
-
Expand the scope of allowed materials. The recommendations
would eliminate the current proscription of "dramatic" works
and audiovisual works. On the other hand, the proposal would
allow only "limited portions" of those works in a manner consistent
with the "nature of the market for that type of work and the
pedagogical purposes of the use." For example, an instructor
could use "the equivalent of a film clip, rather than a substantial
part of the film." This approach appears consistent with the
recommendation that the materials be used in the context of
"mediated instruction," during which only portions may typically
be needed for discussion and analysis. Whole works may, of course,
be available to students in the library, at reserve desks, or
in the bookstore. They may also be placed on a web-delivery
system with permission from the copyright owner.
-
Eliminate the requirement of transmitting the educational
experience solely to classrooms and similar places. The
Copyright Office is recommending that Congress allow educators
to transmit the content of distance-education courses to enrolled
students, regardless of their physical location.
-
Implement safeguards to reduce risks to the copyright owners.
First, the transient copies that result from the digital transmission
may be retained only as needed to complete the transmission.
Second, the institution must develop policies that describe
copyright law and must provide those policies to students, faculty,
and others. Third, the transmission to students must include
a notice that the content of the transmission may be subject
to copyright protection. Fourth, the institution should implement
technological protections that reasonably prevent unauthorized
access and further dissemination of the material.
-
Allow retention of a copy of the distance-education program
on a server for access limited to students in the course during
the duration of the course. Students would therefore be
able to review earlier materials and vary their pace of learning.
That copy would be retained by the institution, and no further
copies would be allowed.
-
Continue to apply fair use to activities outside the exemption
for distance education. Examples of possible fair use include:
converting a work from analog to digital format for transmission,
and using no more than a "limited portion" of a work. The report
also emphasizes that "guidelines" interpreting fair use are
not the law and may at best provide a "safe harbor" from potential
liability. Although the Copyright Office appears critical of
the effort to develop guidelines in the recently concluded "Conference
on Fair Use," the Copyright Office remains hopeful that future
understandings of fair use may emerge from discussions among
diverse stakeholders.
What do these developments mean for Indiana University
and other educational institutions? In the short run, the issuance of
the report draws attention to serious deficiencies in current law. Before
rushing to implement changes, however, educators should recognize that
the report from the Copyright Office includes only recommendations.
Proposals cannot become law until Congress enacts them in legislation.
Educators may review the proposals from the U.S. Copyright Office and
contact members of Congress with their statements of support or concern.
The Copyright Management Center has worked with the IU Office of Federal
Relations to express views on behalf of Indiana University.
Should these recommendations become law, educational institutions
will need to take important steps to expand educational opportunities
and to protect the interests of copyright owners. Some of those steps
could include:
-
Inform faculty members of limits on the use of works in distance
education. Given the importance of academic freedom in planning
courses, the university is not likely to review individual course
content. Instead, the university may prefer to inform educators
about the copyright implications of their work and offer standards
for appropriate course planning. The university may accomplish
that goal through the distribution of literature or by sponsoring
seminars or workshops for instructors.
-
Develop a policy that describes and explains relevant copyright
law, and assure that the policy is disseminated widely to all
faculty and students.
-
Include a warning statement about copyright on the "front page"
of all distance-education transmissions.
-
Retain all distance-education courses on university-owned servers
or other delivery equipment.
-
Assure that only enrolled students are able to access the transmission.
-
Preserve technological devices or systems that copyright owners
may use to limit misuse of their works, when those works are
used in distance education.
-
Prepare to address the applicability of "fair use" to activities,
such as electronic reserves, that are not specifically addressed
by the exemption for distance education. For the current IU
policy on fair use, please visit http://www.indiana.edu/~ufc/circulars/97-98/U16-98.htm.
For information about how fair use applies to educational activities,
visit the Copyright Management Center website at http://www.copyright.iupui.edu.
The Copyright Management Center will continue to monitor
developments in copyright laws related to distance education and other
areas of importance to education.