uk copyright reform and higher education - new exceptions and implications for he june 2014

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UK Copyright Reform: Implications for information services in HE June 2014 Chris Morrison Copyright and Licensing Compliance Officer University of Kent © University of Kent 2014

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A summary of changes to UK copyright legislation of key importance to the Higher Education Sector following the Hargreaves Review of Intellectual Property and Statutory Instruments which became effective on 1 June 2014.

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Page 1: UK Copyright Reform and Higher Education - New Exceptions and Implications for HE June 2014

UK Copyright Reform: Implications for information services in HE June 2014

Chris MorrisonCopyright and Licensing Compliance Officer

University of Kent

© University of Kent 2014

Page 2: UK Copyright Reform and Higher Education - New Exceptions and Implications for HE June 2014

Page 2

Contents

• Introduction

• Hargreaves review and expected timeframes

• Other developments in copyright

• Key exceptions for HE and FE

• Orphan Works

• Summary and scenarios

• Questions

Page 3: UK Copyright Reform and Higher Education - New Exceptions and Implications for HE June 2014

INFORMATION SERVICES

Copyright policy

Copyright licences

Copyright training

Copyright advice

Software licences

Copyright and Licensing Compliance at Kent

Page 3

Page 4: UK Copyright Reform and Higher Education - New Exceptions and Implications for HE June 2014

Hargreaves Review of IP and Growth

Page 4

http://www.ipo.gov.uk/types/hargreaves.htm

Page 5: UK Copyright Reform and Higher Education - New Exceptions and Implications for HE June 2014

Hargreaves Timeframe

Page 5

Hargreaves’ report May

2011

Government response

August 2011

Enterprise & Regulatory

Reform (ERR) Act -

Royal Assent April

2013

Copyright Hub

launched July 2013

New exceptions legislation published

March 2014

New exceptions effective 1 June 2014

(more expected

October 2014)

Page 7: UK Copyright Reform and Higher Education - New Exceptions and Implications for HE June 2014

Extension of Copyright

Page 7

CC

BY

SA

-E

va R

inald

i–

Music

New

s A

ustr

alia

2013

• Effective 1 November 2013

• Extension of sound recording copyright

from 50 to 70 years

• Performers rights extended to 70 years

• Musical works duration 70 years following

death of either composer or lyricist (whichever

is later)

• Copyright in mass produced artistic works

extended from 25 years to life of designer plus

70 years

Page 8: UK Copyright Reform and Higher Education - New Exceptions and Implications for HE June 2014

Hargreaves recommendations

• Rebalance copyright regime

• Format neutral

• Future proof

• Representative of digital practices and potential

• Evidence based

Page 8

Page 9: UK Copyright Reform and Higher Education - New Exceptions and Implications for HE June 2014

Copyright Exceptions

The following slides provide an overview of the

copyright exceptions which are of key importance

to UK higher education institutions. They are not

comprehensive, nor do they provide full details of

the provisions within the Copyright, Designs and

Patents Act 1988.

If you find anything in these slides which appears

to be inaccurate or misleading please contact

[email protected].

Page 9

Page 10: UK Copyright Reform and Higher Education - New Exceptions and Implications for HE June 2014

Key Exceptions to Copyright 1

• S29 – Research and private study

• S30 - Quotation (criticism and review)

• S31 - Accessible copies for disabled users

• S32 – Fair dealing for instruction

Page 10

Still

pending

Page 11: UK Copyright Reform and Higher Education - New Exceptions and Implications for HE June 2014

Key Exceptions to Copyright 2

• S35 – Recording of broadcasts

• S36 – Copying and extract of works by

educational establishments

• S41 – Library privilege copying for

other libraries

• S42 – Library/archival preservation

Page 11

Page 12: UK Copyright Reform and Higher Education - New Exceptions and Implications for HE June 2014

Key Exceptions to Copyright 3

• S42A – Library Privilege copying

for patrons

• S43 - Library copies of unpublished works

• S43A - Making works available on dedicated

terminals

• S29A - Text and data mining

• No override by contract

Page 12

Data

Page 13: UK Copyright Reform and Higher Education - New Exceptions and Implications for HE June 2014

Research and Private Study – S29

Before 1 June 2014

• Limited, ‘fair dealing’

• Non-commercial

• Literary, dramatic,

musical and artistic works

only

• Contractual terms can

override exception

After 1 June 2014

• Limited ‘fair-dealing’

• Non-commercial

• All copyright works

including sound

recordings and films

• No override by contract

Page 13

Page 14: UK Copyright Reform and Higher Education - New Exceptions and Implications for HE June 2014

Quotation (Criticism and Review) – S30

Before

• Criticism & review does

not cover ‘illustrative’ use

• Works must already have

been made publicly

available

After (expected 1 October)

• Widened to cover any

reasonable quotation

• Legitimises academic

practice (citation)

• Must have been made

publicly available

Page 14

Page 15: UK Copyright Reform and Higher Education - New Exceptions and Implications for HE June 2014

Accessible copies for disabled users

- S31

Before 1 June 2014

• Restricted to people with

visual impairments only

• Literary, dramatic,

musical or artistic work

• Contractual override

After 1 June 2014

• Widened to all

impairments which

prevent equal access

• All types of copyright

work

• No contractual override

• Doesn’t address

DRM/TPM measures

Page 15

Page 16: UK Copyright Reform and Higher Education - New Exceptions and Implications for HE June 2014

Fair dealing for instruction – S32

Before 1 June 2014

• Non-reprographic

copying of literary,

dramatic, musical and

artistic works only

• Wide examination

exception (not music)

• Sound recording/film

exception

• Acknowledgement

required if practical

After 1 June 2014

• Must be fair dealing

• Copying can be

reprographic

• Examination exception

narrowed

• Covers all copyright

works including sound

recordings, films and

broadcasts

Page 16

Page 17: UK Copyright Reform and Higher Education - New Exceptions and Implications for HE June 2014

Recording of Broadcasts – S35

Before 1 June 2014

• Non-commercial

educational use

• ‘Communication to the

public’ premises limitation

• Dove-tails with ERA

licence

After 1 June 2014

• Non-commercial

educational use

• ‘Communication to the

public’ off premises via

secure electronic network

• Dove-tails with ERA

licence

Page 17

Page 18: UK Copyright Reform and Higher Education - New Exceptions and Implications for HE June 2014

Copying and Use of Extract of Works by

Educational Establishments – S36

Before 1 June 2014

• Non-commercial

• ≤1% per work, per

quarter, per institution

• Covers typographical

arrangement

• Dove-tails with CLA

licence

After 1 June 2014

• Non-commercial

• ≤5% per work, per year,

per institution

• Includes incorporated

works (e.g. illustrations)

• Dove-tails with CLA

licence

Page 18

Page 19: UK Copyright Reform and Higher Education - New Exceptions and Implications for HE June 2014

Library Privilege Copying for Other

Libraries – S41

Before 1 June 2014

• Supply of a journal article

or whole or part of

literary, dramatic or

musical work

• Includes illustrations in

context

• Contractual override

After 1 June 2014

• Supply of journal article

or whole or part of any

published work

• Will include sound

recordings, films and

broadcasts

• No contractual override

Page 19

Page 20: UK Copyright Reform and Higher Education - New Exceptions and Implications for HE June 2014

Library/Archival Preservation – S42

Before 1 June 2014

• Single copy of item in

permanent collection

• Literary, dramatic or

musical work

• Includes illustrations and

typographical

arrangement

• Contractual override

After 1 June 2014

• Copy an item in

permanent collection

• All types of copyright

work including sound

recordings, films and

broadcasts

• No contractual override

Page 20

Page 21: UK Copyright Reform and Higher Education - New Exceptions and Implications for HE June 2014

Library Privilege Copying for

Patrons – S42A

Before 1 June 2014

• ‘Prescribed’ libraries

• Non-commercial research

or private study

• Article in a periodical or

part of literary, dramatic

or musical work

• Declaration form

• Patron must pay cost of

supply

• Contractual override

After 1 June 2014

• Not-for-profit library

• Non-commercial research

or private study

• Reasonable proportion of

any copyright work

• Declaration still required

but not through set form

• Patron does not have to

pay cost of supply

• No contractual overridePage 21

Page 22: UK Copyright Reform and Higher Education - New Exceptions and Implications for HE June 2014

Library Copying of Unpublished Works

– S43

Before 1 June 2014

• Literary, dramatic or

musical works only

• Work must not have been

published prior to deposit

• Copyright holder must not

have prohibited copying

• Single copies only may

be provided

After 1 June 2014

• All types of copyright

work

• Work must not have been

published prior to deposit

• Copyright holder must not

have prohibited copying

• Single copies only may

be provided

Page 22

Page 23: UK Copyright Reform and Higher Education - New Exceptions and Implications for HE June 2014

Making Works Available Through

Dedicated Terminals – S40B

• New exception

• Relates to a publicly accessible library,

educational establishment, museum or archive

• Allows collection items to be viewed on site

through ‘dedicated terminals’

• Works must have been lawfully acquired

• For research or private study

• Access must be compliant with licensing terms

if they exist

Page 23

Page 24: UK Copyright Reform and Higher Education - New Exceptions and Implications for HE June 2014

Text and Data Mining – S29A

• New exception

• Use of algorithms to determine relationships in

data

• Non-commercial use

• Requires legitimate subscription/access to

dataset

• No contractual overrides

Page 24

Data

Page 25: UK Copyright Reform and Higher Education - New Exceptions and Implications for HE June 2014

Orphan works

Page 25

• Works where rights holder is unknown or

untraceable

• Currently requires ‘risk-managed’ approach

• UK Orphan works provisions in the ERR Act

2013

• EU Orphan Works Directive – to be

implemented in UK by 29 October 2014

Image: Lively as a Linnet: selected poems. John Gorman (1906-1984). Plaistow Poets Press, 1986. Orphan work.

Page 26: UK Copyright Reform and Higher Education - New Exceptions and Implications for HE June 2014

Orphan Works

UK Licensing Scheme

• Covers all types of

Orphan Work (inc

photographs)

• 7 year licence term

• Commercial and non-

commercial use

• Requirement for

reasonable searches

• Outstanding questions

EU Directive

• Covers all text and audio

visual works (but not

artistic unless embedded)

• Non-commercial use

• Applies to cultural and

educational organisations

• Reasonable searches

recorded on a database

• No geographical

restriction or time limit

Page 26

Page 27: UK Copyright Reform and Higher Education - New Exceptions and Implications for HE June 2014

Summary and scenarios

Page 27

Data

Page 28: UK Copyright Reform and Higher Education - New Exceptions and Implications for HE June 2014

Questions

[email protected]

@cbowiemorrison

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