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Third Party
Copyright in Open
Access Books
Jisc Myth Busting Event
1 December 2022
Open Scholarship Support, Bodleian Libraries
Chris Morrison, Copyright &
Licensing Specialist
Bodleian Libraries, University of
Oxford
chris.morrison@bodleian.ox.ac.uk
Image Tejvan Pettinger CC BY 2.0
Open Scholarship Support, Bodleian Libraries
Open
Scholarship
Support
©
Copyright and
Licensing Open Access
Research Data
Management and
Curation
Pilot projects on
publishing and
research culture
Digital
Scholarship and
Innovation
Digital
infrastructure
and Preservation
Copyright Literacy
“Acquiring and
demonstrating the
appropriate knowledge
skills and behaviours to
enable the ethical
creation and use of
copyright material.”
(Secker & Morrison,
2017)
copyrightliter
acy.org
We couldn’t possibly
_________________________
_
because of all the third
party copyright stuff
Third party copyright in
teaching materials
Illustration for Instruction
and the UK Higher Education
Sector: Perceptions of Risk
and Sources of Authority
(Morrison, Chris, 2018)
MA Dissertation, King’s
College London
https://kar.kent.ac.uk/73310
/
Copyright Myth #1
You can’t incorporate third party
content in an open access book
unless you get permission from
the copyright owner to make it
available Creative Commons
Third party ‘inserts’
are different
copyright works from
the text of the
monograph
Copyright Myth #2
Permission to include third party
rights will therefore always be
expensive because it would need
to compensate the copyright
holder for all future uses of the
work
Third
party
copyright
Legislation
Case Law
Funder
Policy
Publisher
Policy
Institution
Policy
Copyright Myth #3
Fair dealing copyright exceptions
(legal use without the rights
holder’s permission) do not apply
when content is made available
online
Fair Dealing Copyright
Exceptions
Research and Private Study (S29 CDPA)
Criticism, Review, Quotation & News
Reporting (S30 CDPA)
Caricature, parody or pastiche (S30A
CDPA)
Illustration for Instruction (S32 CDPA)
Icons from Copyright the Card Game CC BY -
https://copyrightliteracy.org/resources/copyright-the-card-game/
Copyright Myth #4
Fair dealing for quotation
only covers use of short
passages of text
Quotation norms
Accepted Contested
Extracts from works
‘Low value’ works
Integral to the
scholarship
Entire copyright
works
‘High value’
works
Limited context
Extent of fair dealing
quotation
Aplin & Bently (2020), Global
Mandatory Fair Use
https://doi.org/10.1017/9781108884
Painter (2020), Fair dealing for
criticism or review
https://doi.org/10.31235/osf.io/u2
Some challenges /
opportunities
1. Practices in Cultural
Heritage Institutions
• Tension between open scholarship
strategies and revenue
generation
• Claiming copyright in public
domain material
• Confusion about copyright within
GLAM institutions and the
communities they serve
Wallace (2022), A Culture of
Copyright
https://doi.org/10.5281/zenodo.
2. Orphan Works
“Orphan works are creative works
or performances…for which one or
more of the right holders is
either unknown or cannot be
found.”
• Orphan Works Licensing
Scheme UK use only and 7
year limit
• EU Orphan Work exception
no longer available
post-Brexit
• Reliance on risk-
management
3. Copyright Guidelines
(examples)
• Rights holders
• Publishers Association permissions guidelines
• Cambridge University Press Permissions Advice
• STM Permissions Guidelines
• Code of Fair Practice in use of Printed Music
• Institutions
• UK University Guidance (copyrightliteracy.org)
• Community Groups
• Codes of Best Practices in Fair Use
Code of Best Practices in Fair
Use - Situations
1. Analysis, criticism, and
commentary of copyrighted
Material
2. Quoting copyrighted material
for illustration
3. Using copyrighted material to
stimulate response,
discussion, and other
reactions during research
4. Storing copyrighted material
in collections and archives
Code of Best Practices in Fair Use for Scholarly Research in
Communication (2010)
4. Copyright Anxiety & Chill
Wakaruk, Gareau-Brennan &
Pietrosanu (2021)
https://doi.org/10.17161/jcel.v5i
www.kent.ac.uk/copy
right
Credits
This presentation is © Chris Morrison 2022
licensed CC BY 4.0
Screengrabs from websites and publications are
copyright of respective rights holders and used
either with permission or under fair dealing
exceptions of the Copyright, Designs & Patents
Act 1988
Copyright the Card Game icons are © Chris
Morrison & Jane Secker and are available CC BY
4.0

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Third party copyright in open access books

  • 1. Third Party Copyright in Open Access Books Jisc Myth Busting Event 1 December 2022 Open Scholarship Support, Bodleian Libraries Chris Morrison, Copyright & Licensing Specialist Bodleian Libraries, University of Oxford chris.morrison@bodleian.ox.ac.uk Image Tejvan Pettinger CC BY 2.0
  • 2. Open Scholarship Support, Bodleian Libraries Open Scholarship Support © Copyright and Licensing Open Access Research Data Management and Curation Pilot projects on publishing and research culture Digital Scholarship and Innovation Digital infrastructure and Preservation
  • 3. Copyright Literacy “Acquiring and demonstrating the appropriate knowledge skills and behaviours to enable the ethical creation and use of copyright material.” (Secker & Morrison, 2017) copyrightliter acy.org
  • 4. We couldn’t possibly _________________________ _ because of all the third party copyright stuff
  • 5. Third party copyright in teaching materials Illustration for Instruction and the UK Higher Education Sector: Perceptions of Risk and Sources of Authority (Morrison, Chris, 2018) MA Dissertation, King’s College London https://kar.kent.ac.uk/73310 /
  • 6. Copyright Myth #1 You can’t incorporate third party content in an open access book unless you get permission from the copyright owner to make it available Creative Commons
  • 7. Third party ‘inserts’ are different copyright works from the text of the monograph
  • 8. Copyright Myth #2 Permission to include third party rights will therefore always be expensive because it would need to compensate the copyright holder for all future uses of the work
  • 10. Copyright Myth #3 Fair dealing copyright exceptions (legal use without the rights holder’s permission) do not apply when content is made available online
  • 11. Fair Dealing Copyright Exceptions Research and Private Study (S29 CDPA) Criticism, Review, Quotation & News Reporting (S30 CDPA) Caricature, parody or pastiche (S30A CDPA) Illustration for Instruction (S32 CDPA) Icons from Copyright the Card Game CC BY - https://copyrightliteracy.org/resources/copyright-the-card-game/
  • 12. Copyright Myth #4 Fair dealing for quotation only covers use of short passages of text
  • 13. Quotation norms Accepted Contested Extracts from works ‘Low value’ works Integral to the scholarship Entire copyright works ‘High value’ works Limited context
  • 14. Extent of fair dealing quotation Aplin & Bently (2020), Global Mandatory Fair Use https://doi.org/10.1017/9781108884 Painter (2020), Fair dealing for criticism or review https://doi.org/10.31235/osf.io/u2
  • 16. 1. Practices in Cultural Heritage Institutions • Tension between open scholarship strategies and revenue generation • Claiming copyright in public domain material • Confusion about copyright within GLAM institutions and the communities they serve Wallace (2022), A Culture of Copyright https://doi.org/10.5281/zenodo.
  • 17. 2. Orphan Works “Orphan works are creative works or performances…for which one or more of the right holders is either unknown or cannot be found.” • Orphan Works Licensing Scheme UK use only and 7 year limit • EU Orphan Work exception no longer available post-Brexit • Reliance on risk- management
  • 18. 3. Copyright Guidelines (examples) • Rights holders • Publishers Association permissions guidelines • Cambridge University Press Permissions Advice • STM Permissions Guidelines • Code of Fair Practice in use of Printed Music • Institutions • UK University Guidance (copyrightliteracy.org) • Community Groups • Codes of Best Practices in Fair Use
  • 19. Code of Best Practices in Fair Use - Situations 1. Analysis, criticism, and commentary of copyrighted Material 2. Quoting copyrighted material for illustration 3. Using copyrighted material to stimulate response, discussion, and other reactions during research 4. Storing copyrighted material in collections and archives Code of Best Practices in Fair Use for Scholarly Research in Communication (2010)
  • 20. 4. Copyright Anxiety & Chill Wakaruk, Gareau-Brennan & Pietrosanu (2021) https://doi.org/10.17161/jcel.v5i www.kent.ac.uk/copy right
  • 21. Credits This presentation is © Chris Morrison 2022 licensed CC BY 4.0 Screengrabs from websites and publications are copyright of respective rights holders and used either with permission or under fair dealing exceptions of the Copyright, Designs & Patents Act 1988 Copyright the Card Game icons are © Chris Morrison & Jane Secker and are available CC BY 4.0

Notas do Editor

  1. In this talk Chris will provide an institutional copyright specialist’s perspective on the use of third party content in monographs and books. He will present an overview of copyright exceptions available under UK law and how these are reflected (or not) in institutional and publisher policies. His presentation will discuss some of the common misconceptions about the legal basis for quotation and use of copyright content and provide some useful tips for those looking to review their approach.