Copyright


Over the past few days, I have been gathering my thoughts together in order to post an essay-style overview of the issues surrounding the OCLC records policy changes.  As of now, I am going to put those thoughts aside, as Stefano Mazzocchi has posted an excellently rational and well thought-out essay on the topic.

I feel glad that I have injected some of the points he mentions into my own posts.  OCLC is a tiger (my own reference) defending its territory; this means they feel threatened.  Stefano described how OCLC can become the lady, opening up their process and becoming a hero to librarians, bibliophiles, and geeks worldwide.

Can they take a cue from the Open Source movement and adjust their business model to better fit their actual position in the biblioverse?  Stefano is hesitant about their chances; I have a lot of respect for many of the people and projects at OCLC, and feel that they can achieve nearly anything the set their collective minds towards (except to maintain a monopoly on the course they seem to have chosen).

found via Librarian.net

The Library and the Bazaar is an essay by Greer Hauptman that discusses copyright options, libraries, and the freedom to read.

Of note is his argument that with greater control being exerted by publishers over access to content (think e-journals) it becomes important to recognize how critical access to information is to the library’s mission.  Now think about this in terms of e-books where we might be ten years from now.

found via Open Access News

The debate about OCLC’s revision of their Policy for Use and Transfer of WorldCat Records is heating up.  The core issue appears to be the licensing of WorldCat records and the limitations imposed, namely that “data extracted from a WorldCat Record” cannot be used in anything that “substantially replicates the function, purpose, and/or size of WorldCat”.

Aaron Swartz, with the Open Library project, has posted a really interesting overview of OCLC, although his intro suggests that he feels that the 800 pound gorilla comparison is closer to the mark.  He followed up with quotes from and comments about Karen Calhoun’s post to OCLC members.  He did not have a link to Karen’s post, and I wasn’t able to locate it via a search.

There is a podcast on Panlibus of Karen Calhoun and Roy Tennant discussing the policy.  I haven’t had a chance to listen yet.

Karen did post comments on November 4th on OCLC’s Metalogue blog.  Read the comments, especially Jonathan Rochkind’s (Nov 5, 1:41 p.m.); then check out his own blog posts on the topic (I would link to individual posts, but there are quite a few, and they are all worth reading — scroll back to November 3rd and read forward).

I am still fairly certain that OCLC is taking on the tiger’s role:  territorial and instinctive.  The more thought I give to it, however, the stronger the argument for opening the records and information becomes:  the data doesn’t belong to anyone (and if it did, it would belong to the libraries that created it in the first place) and OCLC is playing a losing game if it insists on full ownership and control.

OCLC released their updated Policy for Use and Transfer of WorldCat Records yesterday, with implementation scheduled for mid-February.  If you see the phrase

We are reconsidering some aspects of the policy. More information will be available in the near future.

then you might suspect that it created quite a fuss.  It did, and OCLC responded by removing the policy from their web site.

Someone saved a copy of the web page; I will include the text of the policy in the next post.

The core criticism of the policy changes seem to revolve around the licensing of the records.  OCLC planned to include a license statement in a 996 field (from Terry’s Worklog):

996 $aOCLCWCRUP $iUse and transfer of this record is governed by the OCLC® Policy for Use and Transfer of WorldCat® Records.
$uhttp://purl.org/oclc/wcrup

Limits would include use of the records in anything that “substantially replicates the function, purpose, and/or size of WorldCat, for example for the purpose of providing cataloging services to libraries or other organizations.”  Cataloging services aside, how large does a union catalog have to be before it replicates the function of WorldCat, namely finding a library that owns a particular book?  Ohio’s Ohiolink sized?  Illinois’ I-Share sized?  Georgia’s Pines sized?

What about the OpenLibrary project?  Or LibraryThing?  Using information derived from an OCLC record without including the OCLC number and other OCLC references (like the above statement) would violate their terms, as I read them.  However, the last time I checked, the data itself is not covered under copyright and should be able to be extracted and expressed in creative ways (as long as OCLC’s creative way of expressing the data is not infringed).

We need to recognize the difference between the data held in these records and the expression of that data.  To enter into license agreements that suggest that we cannot recognize the data separate from the expression goes against core library principles.  This feels, in some ways, like the Major League Baseball statistics copyright battle from a few years back, in which the idea of the data itself being public domain was upheld.

One final note:  keep in mind the who and how behind the creation of these records.  We create them.  OCLC gathers them, disseminates them, and puts them to mostly good use.  If OCLC didn’t exist, there would be a need for some organization with a similar purpose.  They are not evil, they are not out to get us; they are, however, overreaching at times.

originally found via Thingology

Google has reached a settlement with the group of publishers who filed suit in 2005 over the book digitization project.  It is a legal document with many elements, and I cannot hope to make an overall evaluation of the agreement with just the amount that I have browsed (much less with my limited ability to discern the true meaning of legalese).  However, there are a couple of sections that raise questions:

7.2 Fully Participating Library Uses… (b) Use of Library Digital Copies… (vii) Personal Scholarly Use and Classroom Use. The Fully Participating Library, if part of a Higher Education Institution, may allow faculty members and research staff of that Higher Education Institution to read, print, download or otherwise use up to five (5) pages of any Book from its LDC [Library Digital Copy] that is not Commercially Available for the following purposes: (1) personal scholarly use (for each Book, no more than once per person per term) and (2) classroom use in such Higher Education Institution that is limited to the instructors and students in the class and for the term in which the class is offered; provided that (a) the Fully Participating Library does not know at the time of such use that it is in material non-compliance with Section 8.2 (Security Standard, Security Implementation Plan and Security Audits) with respect to uses of the LDC authorized pursuant to this Section 7.2(b)(vii) (Personal Scholarly Use and Classroom Use), and (b) the Fully Participating Library keeps track of and reports all such uses of Books to the Registry in the course of the audit conducted pursuant to Section 8.2(c) (Audits) or, otherwise, upon reasonable request of the Registry, provided that such requests may be made no more than semi-annually. The Registry may make information from such reports regarding the usage of an individual Book available to the Rightsholder of such Book upon request of the Rightsholder. A Fully Participating Library may not read, print, download or otherwise use a Book or Insert through its LDC pursuant to this Section 7.2(b)(vii) (Personal Scholarly Use and Classroom Use) if such use is available through the Institutional Subscription and the Institutional Subscription service is offered or is available to the Fully Participating Library (whether for a fee or as a beta product) at the time such Fully Participating Library seeks to make such use.” (page 76)

The agreement defines Commercially Available as “…that the Rightsholder of such Book, or such Rightsholder’s designated agent, is, at the time in question, offering the Book (other than as derived from a Library Scan) for sale new through one or more then-customary channels of trade in the United States.” (Section 1.28 on page 4)  Does this mean that if a researcher or faculty is able to read (or print) only up to 5 pages of the scanned book each semester for personal scholarly use - and then only if the book is not able to be purchased through “customary channels of trade”?

Am I interpreting this correctly?  Is this not a severe restriction of the “Fair Use” clause of copyright?  Why would a researcher want to agree to such limitations when the physical item allows for a broader use?  I may be misreading this section, however, and hope to have it clarified in the near future.

Another section that gives me pause:

Section 3.8 (b) Effect of Changes in Law. Google will be able to take advantage of any future legislative change(s), such as legislation allowing the use of orphan works (if enacted), that put Google at a competitive disadvantage in its use of Books in any Google Products and Services that are subject to this Settlement Agreement; provided, however, that Google may choose to receive the benefit of such change(s) only if a third party is actually taking advantage of such law(s) in connection with services that competitively disadvantage Google in its provision of any such Google Products and Services; provided, further, that no changes in the “fair use” doctrine as codified in Section 107 of the Copyright Act shall trigger this Section 3.8(b) (Effect of Changes in Law).” (page 37)

So if a legislative body, such as the United States Congress, passes a law that allows for broader use of this type of material (i.e. a change in copyright law), Google can only put the broader use into Google Books if it can demonstrate that another company is already taking business away from them by implementing it; otherwise, Google must keep the higher restrictions in place.

In addition, what happens if “fair use” is broadened?  It won’t trigger this section.  Does that mean that Google can follow fair use, or that Google cannot?  The fair use provision seems to be placed on an equal footing as the “competitively disadvantage” clause.  Does Google pass along the broader use understanding, or does it just pass?

For better or worse, this settlement is going to dramatically change how libraries use electronic books.  Hopefully the overall agreeement implements a positive experience for all parties involved, and that my concerns (and the concerns of others) are either misread clauses or taking a section out of context.

The element of this agreement that holds great promise is the potential for institutional access to the entire collection of scanned books.  Imagine having millions of books available to our patrons via a usable and cost-effective agreement.  We are moving towards the future; are we ready for it (and the future for us)?

Further information and links:

I missed this last month, but a post on the LibraryLaw Blog suggests that book jackets may be protected under a clause in the copyright law aimed for advertisements and commentaries.

found via LISNews

TeleRead has an excellent post dissecting the recent ruling against the author of the Harry Potter Lexicon.  It examines the Fair Use aspects of copyright as they apply to this particular case.

via LISNews

There is now a READ Mini Poster creation tool on the American Library Association web site which lets you upload a photo into one of four templates.  This is a neat offering, with a couple of caveats:

  1. The positioning tool for the picture is very limited.  I was only able to use my facebook profile picture in two of the templates, and each still didn’t look quite right.  I have been spoiled by Web 2.0 tools such as Facebook’s Pieces of Flair (note that there is a piece of Libology flair, if you are feeling desperate for library-related buttons) and expect such niceties as mouse-controlled positioning.
  2. In addition, there are no terms of use listed for these creations.  Knowing that ALA limits the use of other versions of the Read posters, I assume that they would make a specific statement regarding this on the creation page.  I wasn’t even able to load their copyright statement page, so I feel forced to go with default copyright.

These reasons are why I don’t have my newly-minted READ Mini Poster shown here.  This is a great promotional idea, if they can work out how to let us use it effectively.

thanks to Karen R. Schneiderman for posting a link to the Lex Scripta blog on Facebook!

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Update: Jenny Levine, Internet Development Specialist & Strategy Guide for the ALA (and also known as The Shifted Librarian) wrote an e-mail assuring me that “these images can be used by the person generating them for use on personal or library blogs, personal profiles, or other social networking sites.”  When the ALA updates their site next week, this will be clearly spelled out, she says.

I suspect that criticism can easily sound snarky in this medium, so I will re-iterate the dominant point from above:  this is a great promotional idea for the ALA, libraries, social media, and readers.  Check it out!

Great post over at RSS4Lib about placing Creative Commons licensing information into your RSS feed.  This is a fantastic idea because the entire purpose of RSS is to let others have control over how they receive your content.  This allows you to convey your wishes for how people can use what you create within the medium itself.

This reminded me to update the footer information for this blog (look at the bottom of the page if you are viewing this on the Libology web site)

found via Catalogablog

The United States Court of Appeals for the Federal Circuit has upheld (pdf) the Creative Commons License as valid, as well as establishing its relationship to copyright law.  Basically, if someone uses a work in violation of a Creative Commons license, the license itself vanishes (because it is an additional allowance of use under copyright), and the full copyright restriction becomes the rule by which use is judged and restitution made.

Long live Creative Commons!

found via the Lessig blog

Not the death of this blog, but of the ending of The Patry Copyright Blog, which has been consistently informative, educational, and timely.  I truly hope that William Patry returns to blogging at some point, as I can only guess at the amount and quality of information that I won’t gain from him in the meantime.

On a “making lemonade out of lemons” note, he is “creating a file with most of the posts (weeding out really trivial one)” and offering it up to all who ask.  I have responded, and am planning to host the file on Libology.com.  Other people have indicated their interest, as well, so it is likely that his blog will be accessible in some form.  How the posts will be presented on Libology remains to be seen (I don’t even know what format the file will be)… I hope to present them in some way that makes them more easily accessed and used.

Disclaimer: I have been an avid user of Scrabulous for several month (Stats:  70 wins and 3 losses, best bingo at 158 points), and am sad to see it go.  I am not posting because of this, however, but because of how the the article illustrates the problems with current copyright law.

Scrabulous Highlights the Failure of American Copyright Law is an excellent article in the Inquisitr.  They examine the copyright history of a game that started off with the name Lexiko, and compare it to the current patent laws as they apply to prescription drugs.

The intent of copyright is to encourage creativity by granting a period of exclusivity, but not at the exclusion of others with time. Copyright law as it stands today limits the creation of new works by denying the rights of others to create derivative works after a reasonable time. Copyright law today works against the greater good.

from LISnews

Peter Suber at Open Access News has an excellent post on the language being used when discussing copyright infringement of textbooks. I personally prefer what I have in the title of this post; results may vary.

We have been through this with digital music. Music publishers and distributers were all up in arms about downloading music, but now they have come to see that the paradigm is shifting and what was needed was a change in their approach. People will follow the rules, generally, as long as those rules make sense to them.

Watch for the misuse of language on both sides of the argument, and remember that the movement in publishing is towards open access and digital downloading. The sooner everyone understands this and adapts, the sooner people will get what they want/need at a fair price, and publishers will make a fair profit.

An interesting situation is brewing over at the TechCrunch blog.  Michael Arrington, upset over the Associated Press going after bloggers who quote from AP stories, has argued that the AP is not taking Fair Use into consideration and has declared that he will not report on stories distributed by AP.

Extreme?  Not if you take into consideration the APs rate schedule for online quoting of their articles.  If your quote of an AP source contains just five words, you are supposed to pay them $12.50!  I doubt that there are many AP articles short enough to make a five word quote not fall into Fair Use (plus, I assume under this fee schedule that quoting just four words is free).

The new twist is that an AP article about the controversy contains a 22-word quote from the TechCrunch blog that Arrington says was “in clear violation of their warped interpretation of copyright law”.  His response:  his lawyer is submitting a takedown request and a bill for $12.50, in order to hold the AP to their own standards.

I have written about “copyfraud” before, most notably here, but this is a fantastic example as it involves a company that derives tremendous benefits from the application of Fair Use.

In a brief essay titled Orphan Works:  A Rant, posted on ©ollecanea, Kenny Crews presents an interestingly common example of how a common encounter results in an orphan work.

“…I kindly handed the camera to a total stranger, requesting a photo of the whole gang. The stranger complied, took a picture, and handed that camera back to me. I might own the camera and stored image, but the tourist who just drifted back to Iowa composed the picture and evidently under the law owns the copyright.”

It is extremely unlikely to become an issue for those of us who are on either side of the camera in this situation, but the potential is there.  An absolute stickler for copyright would need to have a release form handy, or limit their use of the photo to that allowed under the fair use section.

Now we understand that these situations reflect a favor without any expectation of payment, but it is interesting that in the current legal environment we would need to recognize these possibilities.  What if it were to turn out that one of the people was (or is about to become) famous, and the photograph is later featured on the cover of a national magazine?  Then the photographer might become interested in the fine points of copyright law.

Most of us have been in a restaurant when someone is celebrating a birthday.  In many chain restaurants, the wait staff will gather around the table and sing a song to the celebrant.  It usually isn’t “Happy Birthday to You” however, as the lyrics are still protected under copyright.

The George Washington University Law School has a page with links to an exhaustive amount of information on the background of the song’s copyright history.

The history of the lyrics, the music that goes with them, and the copyright is a confusing mesh of publishing, litigation, and royalties.  You have been warned.

The history of all this is also fascinating, and a good example of how complex it can be to determine copyright issues for even the worlds most popular song (according to the Guinness Book of World Records, according to Wikipedia with a “citation needed” note).

from The Patry Copyright Blog

A great, thought-provoking post on the OpenStudents blog : Open Access meets Undergrad Research… Please?

If I were to be researching a paper on a topic that has a strong open access presence (and the easiest way to see these topics is to check out the main page of the Directory of Open Access Journals (DOAJ), open access would be my first choice for articles.  Not only is there no hassle in accessing them (you only need a live web connection), but you can be sure that your paper’s readers would have the same, easy access.

Making open access a part of the research process, whether it is coming from an instructor, library reference, or peer, will serve to strengthen people’s research and to add a large group of resources to those we already offer.

found via Open Access News

Open Bibliographic Data : The State of Play is a post by Rufus Pollock at the Open Knowledge Foundation which examines a variety of sources for cataloging and database information.  He makes the observation, which I think is on target, that when it comes to bibliographic data

You might even think, given the public-spiritedness of librarians, that this is the kind of area where not only could it be openly available but it would be openly available….

There is a movement out there working to create an open repository.  It would make everyone’s job easier, especially if this repository could incorporate some type of authority checking by the users.  Imagine leveraging the same type of error checking that Wikipedia uses, but on our catalog information.

One can dream…

found via Open Access News

TimesMachine is a complete, easy to use browser for all New York Times editions between September 18, 1851 (their first date of publication) through December 31, 1922 (the day before copyright still exists).

from Metafilter

Primer on Copyright Liability and Fair Use is part of the Citizen Media Law Project’s Legal Guide, scheduled to launch later this month.   It contains a great introduction/overview of what is allowed and not allowed with copyright.  Best of all, it presents the topic without lapsing into copyfraud hyperbole.

found via LISNews

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