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Fair Use Intro to IP – Prof Merges 2.26.09

Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,

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Page 1: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,

Fair Use

Intro to IP – Prof Merges

2.26.09

Page 2: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,

Sec. 107. Limitations on Exclusive Rights: Fair Use

Notwithstanding the provisions of sections 106 and 106A, the fair use of a copyrighted work, including such use by reproduction in copies or phonorecords or by any other means specified by that section, for purposes such as criticism, comment, news reporting, teaching (including multiple copies for classroom use), scholarship, or research, is not an infringement of copyright.

Page 3: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,

The 4 Factors

(1) the purpose and character of the use, including whether such use is of a commercial nature or is for nonprofit educational purposes;

(2) the nature of the copyrighted work;(3) the amount and substantiality of the portion

used in relation to the copyrighted work as a whole; and

(4) the effect of the use upon the potential market for or value of the copyrighted work.

Page 4: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,

Harper & Row v. Nation

• Gerald Ford Memoir

• Clear and definite financial harm: loss of $12,500 payment by Time Magazine

• Held: Reversed, Not Fair Use

Page 5: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,
Page 6: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,
Page 7: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,

“Implied Consent” Theory – p. 525

• Does this hold up in subsequent cases?

• Compare: classic defense of fair use for criticism, e.g., book reviews

Page 8: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,

Unpublished Nature of Work

• P. 526: Author’s right to control prepublication of works, creative control and financial returns . . .

• True for all time? What about long unpublished works?

Page 9: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,

First Amendment Defense

• Fair Use should be informed by First Amendment

• First Amendment protection built into copyright in idea/expression dichotomy

• First Amendment argument would eliminate market for political memoirs, etc.

Page 10: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,

Commercial Use

• Commercial uses are presumptively not fair uses

• P. 528

• “Market Failure” theory of fair use – p. 530 n.9

Page 11: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,

Wendy Gordon: Fair Use as Market Failure

Page 12: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,

1992 Amendment

“The fact that a work is unpublished shall not itself bar a finding of fair use if such finding is made upon consideration of all the above factors.” – Sec. 107

Page 13: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,

AGU v. Texaco

• Copying of academic journal articles

• Exhaustive analysis of 4 factors

Page 14: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,
Page 15: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,
Page 16: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,
Page 17: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,

Judge Newman opinion

• “[I]t is sensible that a particular unauthorized use should be considered ‘more fair’ when there is no ready market or means to pay for the use, while such an unauthorized use should be considered ‘less fair’ when there is a ready market or means to pay for the use.”

• -- p. 550

Page 18: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,

Sony v. Universal Studios

• Contributory infringement intertwined with fair use

• If no infringement by consumers (because of fair use), then no contributory infringement by Sony for selling Betamax

Page 19: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,
Page 20: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,

Time shifting vs. archiving

• Why different treatments?

• Effect on the mkt for the copyrighted work?

Page 21: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,

Factors favoring fair use

• Some program copyright owners authorize home taping, or at least acquiesce in it

• District court found time shifting at home to be “non-commercial, non-profit” activity

– P. 538

Page 22: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,

Was the district court correct?

• Yes and no

• DVD sales now a big part of movie studios’ income

• But online access is a threat . . .

Page 23: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,

“substantial noninfringing use”

• Different from, but related to, the question of whether consumers infringe at all

• Prof Menell/David Nimmer writings on this

• Brief in Grokster case; more Monday

Page 24: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,

Bill Graham Archive v. Dorling-Kindersley Press

• Tickets and posters – images of Dead shows

• Incorporated into Defendant’s book

Page 26: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,
Page 27: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,
Page 28: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,
Page 29: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,

Lennon v. Premise Media

• 15 second excerpt from “Imagine”

• Incorporated into film about creationism and “academic freedom”

Page 30: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,
Page 31: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,
Page 33: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,

• "I'm extremely gratified to hear that Yoko Ono's attempts to silence our little film have not succeeded and that free speech is still alive and well in America," noted Stein. "There is a culture war going on in this country, but the numbers are with the traditionalists. While a few Americans may be interested in films like Bill Maher's Religulous, Expelled is the kind of film that most mainstream/traditionalists Americans are going to most resonate with and we are looking forward to great numbers when the DVD comes out."

Page 34: Fair Use Intro to IP – Prof Merges 2.26.09. Sec. 107. Limitations on Exclusive Rights: Fair Use Notwithstanding the provisions of sections 106 and 106A,

Companion Case

• New York State Supreme Court, Aug. 13, 2008

• Preliminary Injunction for Capitol Records denied