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Fair-Use Guide Seeks to Solve Librarians’ VHS-Cassette Problem

January 25, 2012, 9:32 am

Copyright SymbolThe Association of Research Libraries might have a solution to what some librarians call “the VHS-cassette problem.”

Here’s the scenario: An academic library has a collection of video tapes that is slowly deteriorating, thanks to the fragile nature of analog media. A librarian would like to digitize the collection for future use, but avoids making the copies out of fear that doing so would violate copyright law. And the institution’s attorneys have advised the librarian that the fair-use principle, which might offer a way to make copies legally, is too flexible to rely on.

When the Association of Research Libraries and a team of fair-use advocates surveyed librarians to find out how they navigate copyright issues, many of them described that exact conundrum. But they may soon have a way out. Tomorrow the group will announce a code of best practices designed to outline ways academic librarians can take advantage of their fair-use rights to navigate common copyright issues.

The new code is one of a series published with the help of Patricia Aufderheide and Peter Jaszi, a pair of American University scholars known for pushing back against the restrictions of copyright law. The duo has helped several professional communities develop similar codes. Brandon Butler, director of public-policy initiatives at the Association of Research Libraries, said this guide is different than early fair-use guidelines for libraries, which he described as narrowly crafted “safe harbors” that had the unintended effect of making it more difficult for librarians to do their jobs. Mr. Butler said this version gives librarians a collective voice that they haven’t enjoyed in the past.

“It’s not meant to be a legal memo handed down from on high telling librarians, We the lawyers have told you here are your rights,” he said. “It’s meant actually to be exactly the opposite of that. It’s meant to be a brief from the librarians to the lawyers saying, We know a little bit about fair use too, and here’s what we think are our rights.”

The team assembled the code during nearly 40 hours of group discussions with research librarians, Mr. Butler said. It identifies eight common library practices to which the fair-use principle can be applied, like making special-collections items available electronically and creating digital versions of library materials for patrons with disabilities. Each principle includes a set of limitations and enhancements that further specify how a fair-use claim can be made. A consensus about the eight items did not emerge immediately, Mr. Butler said, especially when some of the principles discussed material posted on the Web.

“There’s a kind of feeling that if you do something on the Internet, that’s especially dangerous,” he said. “We’ve been doing physical exhibits for time immemorial, but once it’s on the Internet, anyone in the world can see it and maybe they could even copy it. And that creates a special heartburn.”

Eventually, the groups realized that self-censoring their online activities would be contrary to their mission as librarians.

“Should we really be limiting what we do out of this kind of generic fear of the Internet?” Mr. Butler asked. “Or can we think this through and find a way to make it fair use if we do it right?”

Despite its well-meaning mission, the code is not devoid of controversial statements: It says explicitly that it was not negotiated with rights holders. Mr. Butler said the group chose not to include them because negotiations between rights holders and professional communities often result in what he called “really weak tea.” The groups usually only agree on principles that scratch the surface of what they really believe, he said. And the librarians thought it was essential to articulate some common fair-use principles, even if there are risks involved.

“There’s a risk of liability in the fair-use realm, but there’s also a risk to the mission if you don’t do anything in the fair-use realm, and these are some things that we think are important to do,” he said.

Creative Commons licensed Flickr photo by MikeBlogs

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  • librar05

    Fair use is important to us as librarians, but reading some of Aufderheide’s documents makes me a bit nervous…The idea that we need to “protect” new creators of information from copyright seems a bit of a reach.  Mickey Mouse is still Mickey Mouse whether he’s red white & blue or black. Using his silhouette without permission seems to me to be unfair use. 

  • librar05

    Fair use is important to us as librarians, but reading some of Aufderheide’s documents makes me a bit nervous…The idea that we need to “protect” new creators of information from copyright seems a bit of a reach.  Mickey Mouse is still Mickey Mouse whether he’s red white & blue or black. Using his silhouette without permission seems to me to be unfair use. 

  • eryx1959

    Let’s see. If a book is deteriorating and needs to be chemically treated, repaired, and rebound, how is that different? Printed material is scanned to make it available for scholars, how is that different. How many films and television show might we have today if they had been transferred to optical format, but are now lost forever?

  • http://twitter.com/willowen52 Will Owen

    @eryx1959: To answer your first question: this difference is that you are repairing the original artifact, not creating a copy of it.  To your second: a single copy may fall under fair use, multiple copies probably wouldn’t.  To answer your third: yes, the loss is to be regretted, but contravening the law (rather than working to change or clarify it) isn’t the solution.  I believe the law is flawed, and the solutions proposed to combat “piracy” are even worse.  But let’s not conflate the moral high ground with legality.

  • sgaetjens

    Most of the proposals are not edgy, but number 3, which proposes making clearly illegal copies of copyrighted VHS cassettes, could get your name on a 5-4 Supreme Court case if the Court wants to change the definition of ‘obsolescence’ because VHS is hanging on way too long for impatient librarians.  Good luck with that.

    http://www.arl.org/bm~doc/code-of-best-practices-fair-use.pdf

  • plordan

    Will – Isn’t the original artifact in this case–a copy?

  • plordan

    Will – Isn’t the original artifact in this case–a copy?

  • 11134078

    Not quite. Read the entire document. Some uses of the image can be called “transformative” and therefore come under fair use protection.

  • eryx1959

    Sorry, but I don’t buy that argument. Making ones’ own property in a more permanent form (not disseminating it for sale) would seem to be a fair use. If the property owner likes the restoration, they might even want to buy it from the owner of the copy.

  • 11134078

    Please, read the document first and discuss it afterwards. Preservation is fair use.

  • eryx1959

    Sorry, but I don’t buy that argument. Making ones’ own property in a more permanent form (not disseminating it for sale) would seem to be a fair use. If the property owner likes the restoration, they might even want to buy it from the owner of the copy.

  • 11302035

    I am interested in learning what copyright holders think about these guidelines.  It is been a while since I brushed up on my copyright law, but doesn’t it say that users are not allowed to change the format of a work without permission from the creator or copyright owner?  Now we may all agree that this is unfair since age makes these works unusable, but the law is the law.  Without agreement from the copyright owners, or Congressional legislative action to say changing the format is lawful, the librarians who make copies – whether we think it is for good reasons or not – are left out in the cold and could be prosecuted.  I am not sure this is fair to the librarians.

  • http://twitter.com/Gabe_Gossett Gabe Gossett

    I attended the webinar were the authors of this document discussed the best practices and one of the points that they made before discussing the practices themselves was that a lot of courtroom interpretations of fair use look at professional consensus on the issue, which is what this document is trying to achieve. So, if I am understanding it all correctly, it is not so much a case of the law being the law as the legal interpretation of fair use practice. I believe that sections 107 and 108 of U.S. Copyright Law deals with this 
    http://www.copyright.gov/title17/92chap1.pdf

  • mbelvadi

    he’s using verbal shorthand for “authorized copy” when he says “original artifact”.  Your making a copy would be “unauthorized” which could still be legal under Fair Use, but the distinction is critical – the entire reason libraries exist is the First Sale doctrine which applies to authorized copies duly purchased, but not unauthorized copies.

  • mbelvadi

    The document specifically addresses of VHS being “near obsolete” and lays out a reasonable argument for Fair Use, not “clearly illegal”.  Note that it also references section 108 of the Copyright Act where Congress provides for copying for preservation, which indicates a recognition of the value of a preservation exception, even if the definitions in that section don’t fully cover the VHS case, so as the document explains, Fair Use analysis is required. If you disagree, explain in specifics why you think their reasoning is wrong – it’s a cheap shot to just assert illegality without explanation.
    As to “VHS hanging on way too long” we just had a faculty member report an important VHS video from our collection is starting to play badly, but we find that we cannot buy anywhere either a replacement VHS or DVD of that particular video.

  • mbelvadi

    “Doesn’t it say…”?  No it doesn’t. There is a preservation exception to the “can’t without permission” limitations.  If you’re really interested in the issue, try reading the law – it’s not that long, and as laws go, not that hard to read.  And the text is all over the web.

    The whole point of the Fair Use exception is that it doesn’t matter what copyright holders think – many of them have made it very clear in comments in this site and others that in their ideal world Fair Use wouldn’t exist, and they like to pretend that it doesn’t in arguments, but it does.

  • ed_eckel

    This code of best practices states clearly on page 18 that “Preservation copies should not be made when a fully equivalent digital copy is commercially available at a reasonable cost.”  So you can’t just make a preservation copy of a VHS if you can buy it on DVD.  And “reasonable cost” will depend upon the market.  Some industrial training videos cost $800-900 – and I’ve had to eat that cost and go ahead and buy the DVD copies when our VHS copies wore out and a prof needed them.  “Fair Use” does not allow me to digitize my VHS so that I don’t have to buy the DVD.

    However, it would allow a library to digitize a copy of a pulp novel from the sixties with brittle acid paper but which contains annotations by someone like Philip K. Dick, in order that scholars at one’s university could use the book to study Dick’s annotations.