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    Copyright Challenges in a MOOCEnvironment

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    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/
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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-2000
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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.aspx
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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-rights
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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/
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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