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7/27/2019 Mooc Copyright
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educause.edu
Copyright Challenges in a MOOCEnvironment
E
D
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C
A
U
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E
BRIEF
2013 EDUCAUSE. The text of this EDUCAUSE brief is licensed under
the Creative Commons Attribution-NonCommercial-NoDerivatives license.
Massive open online courses (MOOCs)
appear in multiple conference
programs, swell the literature on
teaching and learning, and dominate discus-
sion on many campuses. Many educational
institutions are offering MOOCs, which
suggests their emergence as a disruptive
technology in teaching and learning.
Over time, academic institutions, faculty,
and students themselves will determine
the evolution, direction, viability, and value
of MOOCs, including such issues as cre-
dentialing and/or receipt of academic
credit. In the short term, MOOC providers
have specific issues to address, includ-
ing the development and use of creative
content facilitated by the technology.
Important intellectual property (IP) ques-
tions include:
What copyright considerations affect
MOOCs?
Are technology transfer issues at stake?
While online and distance learning have
been around for a number of years, the scale
and delivery of MOOCs present new copy-
right challenges. Lacking definitive answers,
asking the right questions will go a long way
in ensuring informed development of MOOCs.
MOOC Stakeholders and CopyrightConcerns
To gain insight into the copyright concerns
of MOOC stakeholders, EDUCAUSE talked
with CIOs, university general counsel, provosts,
copyright experts, and representatives from
other higher education associations. Their views
inform this report.
Executive Summary
The intersection of copyright with the scale and delivery of MOOCs highlights the enduring ten-
sions between academic freedom, institutional autonomy, and copyright law in higher education.
To gain insight into the copyright concerns of MOOC stakeholders, EDUCAUSE talked with CIOs,
university general counsel, provosts, copyright experts, and representatives from other higher
education associations. The consensus was that intellectual property questions for MOOC content
merit wide discussion because they affect multiple stakeholders and potentially carry significant
consequences. Each MOOC provider, for example, establishes a proprietary claim on mate-
rial included in its courses, licenses to the user the terms of access and use of that material, and
establishes its ownership claim of user-generated content. This conflicts with the common insti-
tutional policy approach that grants rights to faculty who develop a course. Fair-use exceptions
to traditional copyright protection face challenges as well, given a MOOCs potential for global
reach. Nonetheless, fair use and MOOCs are not mutually exclusive ideas. MOOCs remain an
experiment. Initiating discussions with a wide range of campus stakeholders will ensure clarity of
purpose and a common understanding of copyright issues in a MOOC environment.
http://creativecommons.org/licenses/by-nc-nd/3.0/http://creativecommons.org/licenses/by-nc-nd/3.0/7/27/2019 Mooc Copyright
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The Faculty
Traditionally, most faculty members have
developed and delivered their own courses
and thus have had an interest in ownership
rights to their work. Courses usually com-
bine original faculty-developed content with
third-party content (additional readings,
media clips, photographs, quotes from othersources, etc.). Typically, educational insti-
tutions offer these courses as face-to-face,
online, or hybrid classes to a defined group of
students who have registered, been authenti-
cated, and have a specific affiliation with the
college or university. In this model, copyright
issues are fairly well known, with appropriate
policies in place, and copyright law provides
guidance. However, a MOOC course disrupts
these traditional characteristics and hence
the common understanding of how copy-
right applies to courses.Under the tenets of academic freedom,
and according to the American Association
of University Professors (AAUP) statement
on faculty rights and responsibilities in dis-
tance learning, professors most often own
the rights to the courses and materials they
develop, modify, and teach unless a specific
agreement with the institution indicates oth-
erwise. With a MOOC, the institution might
contribute significant infrastructure and pro-
duction investments. For many MOOCs these
include instructional design, material devel-
opment, videography, and additional teaching
assistants, to name just a few. Substantial
institutional investments in courses compli-
cate course ownership questions.
Kenneth Crews, director of the Copyright
Advisory Office at Columbia University,
reframesthe common question Who owns
the copyright for an online course? by sug-
gesting that a more useful question might
be How can we best allocate and manage
rights in our online course?For commercial MOOC providers, and
increasingly for campuses, course content
is potentially profitable. For example, a spe-
cific MOOC course developed and taught
by a professor at a particular college could
be used by other colleges and universities
through the MOOC provider. This raises
other ownership rights questions for faculty
and the institution. When faculty members
publish books, institutional policies gen-
erally permit contracts directly between
the faculty member and the publisher, and
royalties go to the author. MOOCs, how-
ever, are generally based on agreements
between the institution and the platform
provider. Faculty may or may not profit
from their intellectual contribution to the
course. (MOOC provider Udacity employs
the book publisher model in agreements
with individual faculty members.) It remains
an open question whetherand howthis
model will adapt to institutional assertions
of course ownership based on extensive
investments in course development.
The Institution
Every college or university distinguishes
itself not only by its historical and cultural
reputation but also by its faculty expertiseand instructional offerings. MOOCs unbun-
dle institutional value, providing access to
star faculty and to learning experiences pre-
viously available only to those who have an
affiliation with the institution. In the age of the
MOOC, managing the institutional brand takes
on new urgency, presents new challenges,
and becomes a critical area for IP issues.
Institutions experimenting with MOOCs must
simultaneously try to understand and address
these issues and challenges.
From an institutional standpoint, issues toconsider include:
Faculty swirl. What happens when a
faculty member leaves the college or uni-
versity? Who owns the MOOC and its
contentthe faculty member, the insti-
tution, or the platform provider? In a
traditional environment, copyright pol-
icies are generally well developed and
clearthe copyright for the course and
its content typically belongs to the pro-
fessor. Do these same policies apply toMOOCs?
Implications of institutional contribution.
If the institution provides significant insti-
tutional resources and infrastructure (a
videographer, for example) to develop a
MOOCas opposed to providing those
resources for the same or a similar on-
campus coursedoes that change the
ownership equation? Can the institution
http://www.aaup.org/faculty-rights-and-responsibilities-distance-learning-2000http://copyright.columbia.edu/copyright/2012/11/09/moocs-distance-education-and-copyright-two-wrong-questions-to-ask/http://copyright.columbia.edu/copyright/2012/11/09/moocs-distance-education-and-copyright-two-wrong-questions-to-ask/http://www.aaup.org/faculty-rights-and-responsibilities-distance-learning-20007/27/2019 Mooc Copyright
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exert a greater ownership claim? According
to Ada Meloy, general counsel for the
American Council on Education (ACE),
The law considers the extent to which
an institutions resources contributed to
a faculty members output; because of
the greater degree of reliance on these
resources in the MOOC context, an institu-
tion may have a greater claim to the course
and its content.
The role of the technology transfer
office. Although most institutions have
copyright policies in place, the scope
and reach of a MOOC warrant a broader
campus discussion. Might campuses
need to talk to their technology transfer
offices about these copyright concerns?
Typically, tech transfer offices have not
been involved in the complexities and
subtleties of course copyright, but in aMOOC environment the prospect of prof-
iting from course content and influencing
brand identity likely make this office a
stakeholder.
Third-party copyright clearance.
Institutions (as well as faculty and stu-
dents) must ensure that the use of
copyrighted materials in any course
is either authorized by the copyright
owner or falls under fair use. What fell
under fair use in a traditional classroomenvironment, however, might not apply
to a MOOC. Similarly, licensing agree-
ments for the use of third-party content
in a traditional course need to be revis-
ited for MOOC versions of the same
course. Obtaining rights clearances for
MOOC courses can be time-consuming
and potentially expensive, but this is an
important part of course development.
The Students
Traditionally, students own content theycreate in courses and throughout their aca-
demic careers. MOOC students, however,
might not be considered students in the
institutions sense of the word; they do not
receive academic credit, do not pay regular
tuition (if any), and may not have matric-
ulated with an academic institution. Yet
individuals enrolled in MOOCs often sub-
mit assignments and participate in chat and
discussion sessions. Who owns that con-
tent? Does the institution have an interest in
protecting MOOC studentgenerated work?
Should it?
Students may be unaware of the ownership
implications when they submit content to a
MOOC. User agreementsstandard on every
MOOC platformgenerally give the provider
rights to license and redistribute user-gener-
ated content, often in perpetuity. An example
of a standard agreement (wording is basically
the same across platforms) illustrates the point:
By submitting or distributing User
Postings to the Site, you hereby
grant to [provider] a worldwide, non-
exclusive, transferrable, assignable,
sublicensable, fully paid-up, royalty-
free, perpetual, irrevocable right and
license to host, transfer, display, per-form, reproduce, modify, distribute,
redistribute, relicense and otherwise
use, make available, and exploit your
User Postings, in whole or in part, in
any form and in any media formats
and through any media channels (now
known or hereafter developed).
In other words, by participating in a
MOOC the user agrees to grant the plat-
form provider a sweeping license to do
whatthey want with theusers content. A
useful 2013 document, A Bill of Rights and
Principles for Learning in the Digital Age,
emphasizes students IP rights in an online
learning environment, including MOOCS. It
states:
Students also have the right to cre-
ate and own intellectual property and
data associated with their participa-
tion in online courses. Online programs
should encourage openness and shar-ing, while working to educate students
about the various ways they can pro-
tect and license their data and creative
work. Any changes in terms of service
should be clearly communicated by the
provider, and they should never erode
the original terms of privacy or the
intellectual property rights to which
the student agreed.
http://www.acenet.edu/the-presidency/columns-and-features/Pages/Legal-Watch-Who-Owns-Your-MOOCs.aspxhttp://www.acenet.edu/the-presidency/columns-and-features/Pages/Legal-Watch-Who-Owns-Your-MOOCs.aspxhttps://github.com/audreywatters/learnersrights/blob/master/bill_of_rights.mdhttps://github.com/audreywatters/learnersrights/blob/master/bill_of_rights.mdhttps://github.com/audreywatters/learnersrights/blob/master/bill_of_rights.mdhttps://github.com/audreywatters/learnersrights/blob/master/bill_of_rights.mdhttp://www.acenet.edu/the-presidency/columns-and-features/Pages/Legal-Watch-Who-Owns-Your-MOOCs.aspxhttp://www.acenet.edu/the-presidency/columns-and-features/Pages/Legal-Watch-Who-Owns-Your-MOOCs.aspx7/27/2019 Mooc Copyright
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What role do colleges and universities have
(or want to have) in decisions about student
ownership of their MOOC-generated intellec-
tual property?
The Platform Provider
Providers generally have an interest in
recouping and multiplying their investments,
as well as extending their brand. Because
of this, providers may seek comprehen-
sive licensing rights to course content. A
brief comparison of the Terms of Service for
Coursera, edX, and Udacity revealed licens-
ing language that colleges and universities
should carefully evaluate before signing on. In
a nutshell, each provider establishes its own
proprietary claim on its material, licenses to
the user the terms of access and use of that
material, and establishes its ownership claim
of user-generated content.Institutions should be thoughtful and cau-
tious about licensing terms, given the central
role that creating and sharing knowledge
plays in the teaching and learning mission.
In todays remix learning culture, what would
it mean for users to have to give up their IP
rights to participate in a MOOC? What hap-
pens when sharing is restricted? Current
licenses suggest that the platform provid-
ers are proprietary about the rights both to
their content and to user-generated con-
tent. MOOC licenses, to date, blur the lines
between traditional educational values and
commercial enterprise.
What about Fair Use?Experts provide passionate arguments on
both sides of the fair-use question, depending
on their interestscommercial or educational.
The Case against Fair Use
Educational use of copyrighted materials is
one fair use factor, but courts look at all fourfactors when deciding fair-use cases (see the
sidebar). Ease of distribution in MOOCs chal-
lenges the fair-use four-factor test, so faculty
might need to change their syllabi and way
of teaching to use content in a MOOC course.
Consequently, instructors might rely more
heavily on licensing of course materials they
want to use, diminishing the force of the fair-
use exception granted for educational use.
To minimize their own liability, platform pro-viders are shifting responsibility for copyright
compliance to faculty, whether obtaining
permissions to use copyrighted materials or
obtaining substitutes when permission is not
granted. The time required to obtain these
permissions is an additional burden for the
course developer.
Some of the people EDUCAUSE inter-
viewed felt that technology could be used
(and already is emerging) to catch copy-
right infringers. This approach could
adversely affect perceptions of academic
freedom, which depends on the principles
of free inquiry and expression that fair use
enables. It could serve the interests of copy-
right holders, while appearing punitive and
discouraging to users relying on a general
understanding of fair use in choosing content.
Others interviewed felt that MOOCs were
yet another effort by content owners and
platform providers to simplify the copy-
right world in order to control content use
and to profit from any use.
The Case for Fair Use
Institutions and faculty are generally more
cautious about fair use in a MOOC course,
given its potential for global reach; publish-
ers might balk at granting global rights to
their material. Those interviewed who are
most intimately involved with copyright issues
(i.e., copyright experts and campus general
Four Use Factors
Title 17, U. S. CodeSection 107 of the
U.S. copyright law lists the four use
factors:
1. The purpose and character of the
use, including whether such use is of
commercial nature or is for nonprofiteducational purposes
2. The nature of the copyrighted work
3. The amount and substantiality of the
portion used in relation to the copy-
righted work as a whole
4. The effect of the use upon the
potential market for, or value of, the
copyrighted work
http://www.educause.edu/blogs/cheverij/moocs-and-intellectual-property-ownership-and-use-rightshttp://www.copyright.gov/fls/fl102.htmlhttp://www.copyright.gov/title17http://www.copyright.gov/title17http://www.copyright.gov/fls/fl102.htmlhttp://www.educause.edu/blogs/cheverij/moocs-and-intellectual-property-ownership-and-use-rights7/27/2019 Mooc Copyright
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counsel) generally believe that fair use
and MOOCs are not mutually exclu-
sive ideas and that fair use is viable in a
MOOC environment. Each interviewee
felt that campus conversations need
to take place that involve a thoughtful
discussion about fair use in a MOOC.
Fair use follows the teaching and learn-ing mission of courses, and MOOCs
offer a renewed opportunity to con-
sider pedagogical goals. The question
for course developers is, why use this
material? MOOCs give campuses rea-
sons to reconsider the pedagogical use
of resources, encouraging the question
How central is this particular resource
to what I want to accomplish in the
class?
Fair use will likely be applied
in a more intentional fashion in
MOOCs than in traditional, closed
classroom environments. Those
interviewed advised using brief quo-
tations specific to a discipline and
using material in a transforma-
tive way. As Kenneth Crews wrote,
the question shouldnt be Does fair
use allow me to cut and paste and
include a variety of materials into
my online course? Rather, ask what
the options are for including copy-righted works in an online course.
He suggests that a suite of options,
including fair use, open-access
works, Creative Commonslicensed
work, public-domain resources, and
permissions to use licensed content
will provide the richest course con-
tent in a MOOC.
Whats Next?
Everyone EDUCAUSE interviewedsaid that MOOCs remain an experi-
ment. Inherent in any experiment are
unknowns, questions, and few easy
answers. Policies are still being devel-
oped. However, initiating discussions
with a wide range of campus stake-
holders will ensure clarity of purpose
and a common understanding of
copyright in a MOOC environment.
Key Points When Considering a MOOC
Draw on and engage the strengths of campus
stakeholderslibrarians and campus copyright
experts, general counsel, instructional/curricu-
lum designers, provosts, tech transfer offices,
faculty, studentswhen developing policies.
Develop tools and strategies to educate stake-holders about copyright considerations in a
MOOC, including ownership rights and use
of content. Copyright fluency has perennially
posed challenges among faculty and students
generally, and a MOOC environment heightens
the need for copyright education specifically.
Acknowledge that copyright permissions
for MOOCs will require institutional commit-
ment, time, and resources to obtain rights
clearances and that a combination of copy-
right options, including licensing, will likelybecome more prevalent.
Mitigate risks by addressing copyright and rev-
enue sharing in a reasonable and equitable
manner, developing clear policies about the
rights of faculty and of the institution. With
their requirement for substantial institutional
investments in content creation on one side,
and their aspiration of future revenue on the
other, MOOCs demand clear policies about
rights and who determines them.
Think through the potentially competingcopyright claims and joint ownership situa-
tions involved in a MOOC. Already existing
online course development practices might
change in the complex IP environment of a
MOOC.
Specify in the contract with the provider
that if the MOOC makes money, royalties will
be shared. Also specify student ownership
of content they create.
Recognize that different course delivery
methods will require different copyright poli-cieseven for the same course.
Understand that a host of questions dont have
answers yet, and many issues concern what is
right versus what is legal.1
Institutions need to help educate faculty and
others involved in developing MOOC courses,
as well as students, about copyright issues.2
http://copyright.columbia.edu/copyright/2012/11/09/moocs-distance-education-and-copyright-two-wrong-questions-to-ask/http://copyright.columbia.edu/copyright/2012/11/09/moocs-distance-education-and-copyright-two-wrong-questions-to-ask/7/27/2019 Mooc Copyright
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ConclusionMOOCs present complex copyright ques-
tions that can challenge the relationship
between the institution and its faculty and
students. Creation of and/or participation in
MOOCs do not always fit comfortably within
the terms of standard institutional policies.
Involving all stakeholders in open and flexible
discussions should enhance the development
of a shared copyright vision in the emerging
MOOC environment for the greater benefit of
higher education today.
AcknowledgmentsMany thanks to the following people
for sharing their professional expertise on
MOOCs and copyright/IP:
William Baeslack, Case Western Reserve
University
Kenneth Crews, Columbia University
James Hilton, University of Michigan
(University of Virginia at the time of the
interview)
Laura Gasaway, University of North
CarolinaChapel Hill
Lev Gonick, Case Western Reserve
University (as of as of July 1, 2013, CEO of
OneCommunity)
Michael Tanner, Association of Public and
Land-grant Universities
Madelyn Wessel, University of Virginia
Notes1. For example, a faculty member devel-
ops and offers a MOOC course, but she
is now leaving the institution. The policy
says that the institution can still offer this
course, but is it right to do so? According
to James Hilton, the issue is one of faculty
roles: the authoring versus the offer-
ing faculty. MOOCs optimize a develop
once, deliver often instructional model
that can be antithetical to faculty and
institutions that prize change, currency,and individualization.
2. Professional associations often offer edu-
cational sessions; for example, ELI has
scheduled an online seminar, Fair Use
on the Physical and Digital Campus, on
September 16, 2013.
http://www.educause.edu/eli/events/eli-online-seminar-fair-use-physical-and-digital-campushttp://www.educause.edu/eli/events/eli-online-seminar-fair-use-physical-and-digital-campus