Legal Advocacy

  • Comment Period Extended for Fandom Skills Stories

    By Claudia Rebaza on Sunday, 13 October 2013 - 3:21pm
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    On October 3, the OTW's Legal Committee asked for fans to submit stories of how they developed new skills or knowledge as a result of their fandom involvement.

    We asked for people to contribute stories until October 10th since Legal had to submit comments by October 14th. This deadline has been moved forward to November so we can now continue to accept stories until October 30.

    If you would like to submit your own story, please use Legal's contact form. And thank you to all those who have already participated!

  • Your Personal Fandom Stories Are Urgently Needed!

    By Claudia Rebaza on Thursday, 3 October 2013 - 4:44pm
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    The OTW's Legal Advocacy project has stood up for fans' rights to create and share, helping individual fans with legal questions and making fans' collective voices heard in court cases.

    Recently, our Legal Committee asked for fans to help by providing either media stories or personal stories of takedown requests and actions that have made fans hesitant to create or share fanworks.

    Your help is needed again! The U.S. National Telecommunications and Information Administration (NTIA) and the U.S. Patent and Trademark Office (PTO) are seeking public comments on copyright policy issues, including the legal framework for the creation of remixes. The window for these submissions is short -- they must be in by October 14, so we need to act now.

    The Legal Committee is thus looking for stories of how fandom has helped fans in day-to-day life. We need you to share your individual stories with concrete examples. For example, perhaps being in fandom has helped you to learn a language, helped you in school, or helped you improve skills that you use elsewhere — skills such as writing, video editing, coding websites, audio editing, or anything else. We don't need personal information from you, but the more specific the story, the better.

    Our attorneys will use your stories to explain to these agencies, which are likely to propose new legislation about copyright, why any change in copyright law should favor freedom to make transformative works. We succeeded before with the DMCA remix exemptions, but only because we were able to share specific stories from vidders. Now we need stories of all kinds.

    We also need them soon! Please provide us with your stories by October 10, as our team needs time to work with them before the submission deadline of the 14th.

    To submit your story, please use the Legal Committee's contact form.

    And if the OTW's legal advocacy work is important to you, please consider making a donation to support our ongoing efforts. Thank you!

  • Legal Needs Your Help!

    By Claudia Rebaza on Sunday, 22 September 2013 - 5:42pm
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    The OTW's Legal Advocacy project engages in legal cases and responds to fan requests that involve matters of U.S. copyright and fans' rights to engage in fan practices such as creating fanworks.

    But now our Legal Committee needs your help. We are helping with some (confidential, for now) court filings and would like to use the following information to help the drafters shape the arguments. We might possibly include fans' stories of facing legal difficulties, but would only do that with express permission from the fan.

    What we need is the following:

    (1) DMCA take-downs. We'd like to hear from fans who have received DMCA takedown requests for their transformative fanworks and have had to decide whether to counter-notify that their fanworks are fair use and therefore don't violate copyright law. We'd like to hear what they decided to do, why they made that decision, and what the outcome was for them.

    AND

    (2) Fans who’ve been told that their transformative fanworks violate someone’s rights of publicity, or who have considered rights of publicity in deciding whether or not to make a fanwork. We're particularly interested in published accounts about the relationship between fandom and rights of publicity.

    In both cases, all communications will remain entirely confidential. We won't tell anyone's story or use anyone's name (or pseudonym) without their express permission. But we want to make contact with people who have faced these situations -- their stories will help us make legal arguments that, we hope, will prevent future challenges and take-downs of fans and fanworks.

    If you have experienced either of these two things, or encountered news items about either of them, please contact Legal. If you know of someone who has experienced a DMCA takedown request, please direct them to this post. We need to hear from people by October 11. Thanks for your help!

  • No New SOPA for Fanworks

    By Claudia Rebaza on Tuesday, 27 August 2013 - 3:41pm
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    Back in 2011, legislation was introduced in the U.S. House of Representatives that targeted "piracy" of copyrighted works. These were known as SOPA and its U.S. Senate counterpart, PIPA. The OTW has written about the issue several times. Thanks to activism on the part of Internet users and the participation of various large, well known online sites, the legislation was shelved.

    Recently concern has emerged among fan communities that the legislation is back and will result in radical changes in how fans will be able to create and share fanworks. While it's wise for fans to be vigilant in protecting their rights, it's also important to avoid misinformation.

    The current alarm seems to be in response to a paper published by the U.S. Commerce Department earlier this summer. In this paper they have asked Congress to amend the Copyright Act itself to make it a felony to reproduce or distribute at least 10 or more copies of copyrighted works with a total retail value of at least $2,500. In other words, their stated intention is to match up aspects of 20+ year-old laws to make them more consistent with each other when applied to downloading and streaming. Whether that’s a good idea or not is outside the OTW's focus on fanworks, because streaming of fanworks would still be protected under Fair Use as transformative works. To be clear, the revision proposed by the Commerce Department may have been included as part of SOPA, but nowhere in the recent Commerce Department paper did they ask Congress to bring back SOPA wholesale, with its broader provisions about blocking websites.

    Only the U.S. Congress can create legislation by writing a bill; the Commerce Department is an administrative body and it can’t make something a felony, although it can influence legislation in various ways, including through the U.S. Trade Representative's negotiations with other countries. Assuming that legislation was written and brought before congressional committees, there would be an opportunity for anti-SOPA forces to weigh in. Further, if this particular Commerce Department proposal did become law, it would have no direct impact on fanworks or transformative works because of the fair use provisions of the Copyright Act.

    To be clear, the provision proposed by the Commerce Department could have some impact on fandom activities. If it were to become law it could affect, for example, live group viewings of TV shows or films through unlicensed sites. It could also potentially affect whether certain websites implemented screening mechanisms that didn't allow for fair use, though other aspects of copyright law are likely to be much more important than a change in criminal penalties. But even if the proposed law were enacted, it wouldn't have any direct impact on transformative fanworks like those hosted by the AO3. Such works aren't, and wouldn't become, actionable infringement because “fair use [including in a transformative work] is a lawful use of copyright.”

    If you have questions about legal matters related to fanworks and fan activities, you can always send a message to the OTW's legal team (and thank you to those who alerted us to this matter!); please get in touch with us if you see statements that a certain proposal or piece of legislation would force the OTW and/or AO3 to shut down. We are advocates for and about fandom, and we will protect fans' rights to be creative and share their creativity noncommercially, and work to stop or overturn any laws that would block fans from doing so. You can also subscribe to OTW News through the platform of your choice to stay informed.

  • The OTW invites you to Comic Con San Diego

    By Claudia Rebaza on Wednesday, 26 June 2013 - 5:15pm
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    San Diego Comic Con (SDCC) is a major multifandom event taking place each July; this year it's July 18-21. For the first time, the OTW will be covering SDCC, from the convention floor to Hall H lines, from the fan panels to tv, movie and author press rooms. Legal Committee staffer Heidi Tandy will be focusing on legal aspects of fandom, fannish interaction with content creators and other issues of interest to all fans, including fanfic writers, fanartists and vidders.

    In addition, the OTW is hosting a party on Wednesday, July 17, 8:00-9:30 p.m. PDT at the Tequila Bar & Grille at the San Diego Marriott Marquis & Marina (333 West Harbor Drive, San Diego, CA 92101 map and directions here. There will be complimentary margaritas, sodas, chips & salsa, a few rounds of Cards Against Humanity, giveaways and other meet & greet moments designed to welcome everyone to San Diego and Comic Con.

    We're requesting a voluntary donation of $5 to attend. You don't need to be attending Comic Con to join us, although the Marriott is adjacent to the Convention Center so anyone coming from the off-site SDCC hotels via Con Bus can reach it easily.

    We'd also like to know what SDCC participants you would like Heidi to speak to and what questions you would like her to ask? The ComicCon schedule will become available around July 4, and we will send out another reminder after it is posted.

    Let us hear from you! Just keep in mind that Heidi can only be in one place at one time, and that she can speak with only so many people in a single day. She is also scheduled to appear on two panels during the con. The first is a panel for the forthcoming SmartPop book Fic: Why Fanfiction Is Taking Over the World, for which she and other current or former OTW staffers have contributed. Heidi will also be moderating a Harry Potter panel on Sunday afternoon. However, we would like to include as many of your suggestions as possible.

    Some planned questions currently include:

    • Have you heard of or planned anything for your property to be part of Amazon's Kindle Worlds project?
    • How involved are you with tie-in creations generally, and do you see fan work to be different?
    • How would you have answered this question 3 years ago? What about 8?
    • How much regular contact do you have with legal staff in your work regarding fan creations or other things besides your own content?
    • For fans: Have you ever received a C&D? What did you do? What would you do if you got one now?

    We will be publishing stories from her SDCC visit in the week after the event (starting after July 25) in both print and video form - and she'll liveTweet as much as possible from the halls of the San Diego Convention Center through the OTW News twitter account.

  • Help the EFF Save Podcasting

    By Curtis Jefferson on Friday, 31 May 2013 - 6:23pm
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    The Electronic Frontier Foundation, an organization long committed to protecting and fighting for digital rights, is looking for help to save podcasting. Personal Audio LLC has filed a number of lawsuits over the past few months and is asserting a patent on podcasting. The company has also sent letters to some podcasters demanding financial compensation for use of their technology.

    The EFF is taking action to challenge Personal Audio's claim, but are asking for help to do so. According to an EFF release: "To do this, we need to find publications from before October 2, 1996 that disclose similar or identical ideas (this also known as prior art). The best prior art will include publications describing early versions of podcasting or any other kind of episode distribution over the Internet."

    Since podcasting is an integral part of fandom for many and because it is likely that examples of prior art could be drawn from fandom circles, we're boosting the call. The EFF has a long history of working in the best interests of fans (including their recent work on behalf of fans who lost files as a part of the Megaupload shutdown).

    If you know of any examples of prior art in this case, please submit them at the EFF's Ask Patents page or e-mail them to podcasting@eff.org. You can also read the full EFF blog post for more information.

  • What Fans Should Know About Amazon's Kindle Worlds Program

    By Curtis Jefferson on Wednesday, 29 May 2013 - 5:39pm
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    There's been a lot of talk about Kindle Worlds lately, and the OTW has received some questions about its legal implications. The OTW has long maintained that noncommercial fan fiction is fair use, and Amazon's new program does not change that in any way. It also doesn't change anything about the AO3's continued mission to provide a permanent platform for noncommercial fan fiction. (And don't forget, works on the AO3 are readable on the Kindle and other handheld platforms.)

    So should fan writers put their works on Kindle Worlds? That is, of course, up to you. We believe that every author should make up their own mind about whether they want to publish their work on a particular platform. However, we also believe that every person should have a full understanding of the terms they are agreeing to by doing so. We've reviewed the information Amazon has made available to date, and have tried to explain the practical implications in this post.

    In the professional publishing world, the terms of the contracts (agreements) between authors and publishers are heavily negotiated by the authors' agents. It appears that Amazon expects to use a "one size fits all" contract for Kindle Worlds. They haven't yet made that full contract available for potential submitters to read. But here are some terms of the Kindle Worlds contract that are mentioned on their page of which you should be aware:

    • "Amazon Publishing will pay royalties to the rights holder for the World (we call them World Licensors) and to you."

      This means that whoever holds the copyright to the underlying work will be making money off your stories, as well. How much? We don't know.

    • "Your standard royalty rate for works of at least 10,000 words will be 35% of net revenue."

      The key phrase to be aware of here is "net revenue." This means that your royalty will not be calculated on the price of the book (so, for a $1 book, 35 cents a copy), but rather on whatever's left after all of Amazon's costs, which are undefined, are accounted for. Depending on how aggressively Amazon defines its costs—and Hollywood, for example, is famous for calculating them very aggressively—that could mean you get little to nothing.

    • "Amazon Publishing will acquire all rights to your new stories, including global publication rights, for the term of copyright."

      This appears to be intended to be an exclusive license on all forms of the story.

      What does "exclusive license" mean in this context? It means that no one else can make any other use of the story—including, quite possibly, you yourself. For that reason, it likely means that Amazon wouldn't let you include your story in both Kindle Worlds and a fandom site.

      Why does "all rights" matter? Well, what if Amazon likes the story and wants to commission a graphic novel adaptation of it? This language implies that they can do so…without any additional payments to you.

      Also, "for the term of copyright" means that Amazon claims the right to your work until many years after you've died--so for all practical purposes, forever. (Although you may, because of U.S. copyright law, be able to terminate this agreement after 35 years, but even that is a long time.) If, in the end, you decide you don't like the deal you're getting from Amazon, you may well not be able to withdraw your stories from Kindle Worlds, even if you are willing to give up any further royalty payments.

    • "When you submit your story in a World, you are granting Amazon Publishing an exclusive license to the story and all the original elements you include in that story. This means that your story and all the new elements must stay within the applicable World. […] We will also give the World Licensor a license to use your new elements and incorporate them into other works without further compensation to you."

      So, not just Amazon, but the copyright holder to the underlying work, as well, has rights to what you create. Write the story that the underlying copyright holder wants to use as the basis for the summer blockbuster version of the story? You've donated it.

      Also, "your story and all the new elements must stay within the applicable World" implies that, if you happen to create a popular OC or other idea, you can't use it in other stories not published with Kindle Worlds.

    Finally, there are a number of contract terms that are important in publishing but not yet discussed on the Kindle Worlds page. For instance, editorial control—Amazon has provided "Content Guidelines" for works, but there's a lot about them that's unclear. They include prohibitions on crossovers, on "offensive content," and on "offensive depictions of graphic sexual acts." It's hard to know exactly what these mean, and whose standards will apply. We cannot predict how consistently these restrictions will be enforced or how fan-friendly the enforcement process will be. It's also not clear whether Amazon will claim the right to do anything more than reject a work for failing to meet those guidelines (like edit it against your will). And the terms may change depending on what happens next and whether the program expands. There is also mention of a Cover Creator, but no mention of whether it will cost you anything to use it, or whether you will have permission to use images from the show in question. Presumably, more of these will become clear when Amazon publishes the actual contract.

    As we said at the beginning, whether you want to participate in Kindle Worlds is up to you. If it meets your needs, great! We hope this post has helped you make up your mind in an informed fashion. Regardless, the OTW will continue to provide a platform and advocacy for noncommercial fanfiction.

  • Canadian Copyright Law Q&A - Part 3

    By Claudia Rebaza on Monday, 22 April 2013 - 6:41pm
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    This is the last in a series of Q&A posts with Graham Reynolds, a Canadian copyright scholar from Schulich School of Law at Dalhousie University in Halifax, Nova Scotia, Canada. The Q&A focuses on Bill C-11, which went into effect near the end of 2012 and made some significant changes to Canada's Copyright Act, some of which influence the way fanworks are treated under Canadian law. The first post, in which Graham answered questions about the general contours of the law and about the law of "fair dealing", is available here. The second post, in which Graham answered questions about the probable effect of the law on fanfiction, fanart, and fanvids, is available here.

    Today, Graham addresses Canadian "moral rights," trade-mark rights, and rights of personality; and what the new law means for fanwork creators outside of Canada. Graham explains that creators of noncommercial fanworks may face challenges under Canada's moral rights law, which encompasses rights to integrity and attribution. Creators of non-commercial fanworks are less likely to face problems from Canadian trade-mark laws, but the answer regarding rights of personality is more complicated. Graham also explains that the law may have some impact on fans who are located outside Canada, because the law applies to some Internet activities.

    As before, these answers aren't legal advice, and if you need specific legal advice Graham (and we) advise you to consult with a lawyer and/or send a query to the OTW Legal Committee.

    7. Now that this law has taken effect, what should non-commercial fanwork creators in Canada know about “moral rights”?

    "Moral rights" are protected in Canada under the Copyright Act (see, in particular, ss. 14.1, 14.2, 17.1, 17.2, 28.1, 28.2). Bill C-11 expanded moral rights protection under the Copyright Act by granting performers moral rights in their performances. Moral rights in Canada cannot be assigned (ss. 14.1(2), 17.1(2)). They last for the same term as the period of copyright in the relevant copyrighted expression (ss. 14.2(1), 17.2(1)) (generally the life of the author plus fifty years for works, and fifty years for performers’ performances).

    Two primary moral rights are protected under the Copyright Act: the right of integrity (s. 28.2) and the right of attribution (ss. 14.1, 17.1). The right of integrity bars the distortion, mutilation, or modification of a work, or the use of a work in association with a product, service, cause, or institution, when that use or distortion would harm the creator's honour or reputation. The right of attribution concerns the right of a creator to be associated with his or her work.

    Section 28.2 of the Copyright Act sets out the circumstances in which the right of integrity will be infringed:

    28.2 (1) The author’s or performer’s right to the integrity of a work or performer’s performance is infringed only if the work or the performance is, to the prejudice of its author’s or performer’s honour or reputation,

    (a) distorted, mutilated or otherwise modified; or

    (b) used in association with a product, service, cause or institution.

    (2) In the case of a painting, sculpture or engraving, the prejudice referred to in subsection (1) shall be deemed to have occurred as a result of any distortion, mutilation or other modification of the work.

    (3) For the purposes of this section, (a) a change in the location of a work, the physical means by which a work is exposed or the physical structure containing a work, or (b) steps taken in good faith to restore or preserve the work shall not, by that act alone, constitute a distortion, mutilation or other modification of the work.

    Thus, fanworks that distort, mutilate, or otherwise modify a work or performance, or fanworks that associate works or performances with products, services, causes, or institutions, may run afoul of Canada's moral rights laws if they harm the author's or performer's honour or reputation. Canadian courts have indicated that the test for whether a distortion, mutilation, or modification is prejudicial to the author or performer’s honour or reputation is subjective-objective (see, for instance, Prise de Parole Inc. v. Guérin, Éditeur Ltée, (1995) 66 C.P.R. (3d) 257). That is to say, the author or performer has to believe that the distortion, etc. is prejudicial to their honour or reputation. This subjective belief must be supported by objective criteria.

    The moral right of attribution gives authors and performers the right, “where [or if it is] reasonable in the circumstances, to be associated with the work [or with the performance] as its author [or as its performer] by name or under a pseudonym and the right to remain anonymous” (ss. 14.1(1) and 17.1(1), combined).

    8. Now that this law has taken effect, do non-commercial fanwork creators have to think about non-copyright doctrines like trade-mark law and misappropriation of personality?

    Canadian courts have interpreted the Trade-marks Act, R.S.C., 1985, c. T-13 as indicating that in order to infringe a trade-mark under ss. 19, 20, and 22 of the Act, there must be an “element of commercial use” (see, for instance, British Columbia Automobile Assn. v. Office and Professional Employees’ International Union, Local 378, 2001 BCSC 156, at para. 152). On the basis of these decisions, it would appear that the creation of non-commercial fanwork would not infringe these sections of the Trade-marks Act (although questions could be raised as to what constitutes “commercial use”).

    Many registered trade-marks, however, are also protected by copyright. Unlike Canadian trade-mark law, the fact that a use of a copyrighted work is non-commercial is not, in itself, a defence to copyright infringement in Canada.

    Canadian courts have articulated a common law tort of misappropriation of personality. The case that has discussed this tort in the most depth is Gould Estate v. Stoddart Publishing Co. (1996), 30 O.R. (3d) 520 (Ontario Court of Justice, Lederman J.) (Gould affirmed on other grounds by the Court of Appeal for Ontario ((1998), 39 O.R. (3d) 545); application for leave to appeal to the SCC dismissed ((1998) S.C.C.A. No. 373)).

    In Gould, Lederman J. discussed the need to “[place] limits on the tort of appropriation of personality” due, in part, to freedom of expression considerations (para. 18). Lederman J. stated that:

    "In the end then, and perhaps at the risk of oversimplifying, it seems that the courts have drawn a 'sales vs. subject' distinction. Sales constitute commercial exploitation and invoke the tort of appropriation of personality. The identity of the celebrity is merely being used in some fashion. The activity cannot be said to be about the celebrity. This is in contrast to situations in which the celebrity is the actual subject of the work or enterprise, with biographies perhaps being the clearest example. These activities would not be within the ambit of the tort. To take a more concrete example, in endorsement situations, posters and board games, the essence of the activity is not the celebrity. It is the use of some attributes of the celebrity for another purpose. Biographies, other books, plays, and satirical skits are by their nature different. The subject of the activity is the celebrity and the work is an attempt to provide some insights about that celebrity."

    Given this statement, there is a strong likelihood that non-commercial fanwork creators seeking to include (or feature) celebrities in their works would be seen by a Canadian court as falling on the “subject” side of the sales vs. subject distinction described by Lederman J.

    However, several Canadian provinces (British Columbia, Saskatchewan, Manitoba, and Newfoundland and Labrador) have passed privacy acts that provide varying degrees of protection for personality rights. Québec also provides protection for personality rights through the Civil Code of Québec. Creators of non-commercial fanwork seeking to include or feature individuals, living or dead, in their works may wish to consult these acts.

    9. What does this law mean for people who live outside of Canada?

    Copyright laws are national in scope (although their development and interpretation may be informed by international treaties and legislation and case law from other jurisdictions). Canada’s Copyright Act governs copyright-related matters in Canada. As a result, it has a particular relevance to people who live inside Canada (and who engage on a regular basis with copyrighted works).

    For people that live outside of Canada, however, the Canadian Copyright Act is still relevant in several ways. For instance, works created in countries other than Canada are protected by copyright in Canada provided certain conditions are satisfied (see Copyright Act, s. 5). Individuals who create fanwork in countries other than Canada may want to consult the Canadian Copyright Act to find out the scope of their rights in Canada.

    Another instance where Canadian copyright laws may be relevant for individuals who live outside of Canada relates to online communications. In Society of Composers, Authors and Music Publishers of Canada v. Canadian Assn. of Internet Providers, 2004 SCC 45, Binnie J., writing for the majority of the SCC, stated that the Copyright Act applies to international Internet transmissions provided that there is a “real and substantial connection to Canada” (60). Binnie J. states that:

    61 In terms of the Internet, relevant connecting factors would include the situs of the content provider, the host server, the intermediaries and the end user. The weight to be given to any particular factor will vary with the circumstances and the nature of the dispute.

    63 Generally speaking, this Court has recognized, as a sufficient “connection” for taking jurisdiction, situations where Canada is the country of transmission (Libman, supra) or the country of reception (Liberty Net, supra). This jurisdictional posture is consistent with international copyright practice.

    It is therefore possible (although perhaps unlikely) that an individual living outside of Canada could be sued in Canada for copyright infringement (based on Canada’s Copyright Act) with respect to acts committed outside of Canada.

    We hope you've enjoyed this foray into Canadian law. For the text of the new law, see Bill C-11. For the full text of the Copyright Act, as amended, see the Canadian Copyright Act. If you find yourself in need of fanwork-related legal advice, feel free to contact the OTW Legal Committee.

  • Canadian Copyright Law Q&A - Part 2

    By Claudia Rebaza on Wednesday, 17 April 2013 - 5:50pm
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    This is the second in a series of Q&A posts with Graham Reynolds, a Canadian copyright scholar from Schulich School of Law at Dalhousie University in Halifax, Nova Scotia, Canada. The Q&A focuses on Bill C-11, which went into effect near the end of 2012 and made some significant changes to Canada's Copyright Act, some of which influence the way fanworks are treated under Canadian law. The first post, in which Graham answered questions about the general contours of the law and about the law of "fair dealing", is available here.

    Today, Graham addresses whether the new law expressly legalizes non-commercial fanfiction; parody and/or satire; fanart; and vidding. Spoiler alert: the answer is "no." It does, as Graham puts it, "create considerable space for the creation and dissemination of these types of works." As with all legal questions, courts may interpret the law in a favorable or unfavorable way, but non-commercial works of fanfiction and fanart that do not compete with the original appear to be more protected under Canadian law than they were before. However, the new law has arguably made things worse for vidders by adding anti-circumvention measures akin to those in the U.S. DMCA (minus the rulemaking exception for non-commercial fanvids that the OTW was involved in securing).

    As before, these answers aren't legal advice, and if you need specific legal advice Graham (and we) advise you to consult with a lawyer and/or send a query to the OTW Legal Committee.

    -- Betsy Rosenblatt, Legal Committee

    3. Does C-11 expressly legalize non-commercial fanfiction?

    No. Non-commercial fanfiction, however, may be protected from claims of copyright infringement by one of two doctrines. First, the doctrine of fair dealing (discussed in last week's post) may protect fanfiction made for the purpose of research, private study, parody, satire, criticism, or review, depending on the circumstances surrounding the creation and/or dissemination of the fanfiction. Second, Bill C-11 set out new users' rights relating to non-commercial user-generated content. These rights are set out in s. 29.21(1) of the Copyright Act.

    This section states that:

    29.21 (1) It is not an infringement of copyright for an individual to use an existing work or other subject-matter or copy of one, which has been published or otherwise made available to the public, in the creation of a new work or other subject-matter in which copyright subsists and for the individual — or, with the individual’s authorization, a member of their household — to use the new work or other subject-matter or to authorize an intermediary to disseminate it, if

    (a) the use of, or the authorization to disseminate, the new work or other subject-matter is done solely for non-commercial purposes;

    (b) the source — and, if given in the source, the name of the author, performer, maker or broadcaster — of the existing work or other subject-matter or copy of it are mentioned, if it is reasonable in the circumstances to do so;

    (c) the individual had reasonable grounds to believe that the existing work or other subject-matter or copy of it, as the case may be, was not infringing copyright; and

    (d) the use of, or the authorization to disseminate, the new work or other subject-matter does not have a substantial adverse effect, financial or otherwise, on the exploitation or potential exploitation of the existing work or other subject-matter — or copy of it — or on an existing or potential market for it, including that the new work or other subject-matter is not a substitute for the existing one.

    This does not expressly legalize non-commercial fanfiction, but it creates considerable space for the creation and dissemination of these types of works. There are some points of uncertainty with respect to this defence, however, which may impact its usefulness to creators of non-commercial fanwork as a possible defence to copyright infringement. Namely, it is unclear exactly what the scope of “non-commercial purposes” might be (s. 29.21(1)(a)). Similarly, it is unclear what the scope of “a substantial adverse effect, financial or otherwise” might be (s. 29.21(1)(d)). Will courts take a narrow or a broad view of what constitutes an adverse effect? The inclusion of the word “otherwise” adds to the uncertainty because of the lack of guidance about what might constitute a non-financial adverse effect.

    It is possible that the unauthorized use of copyrighted material to create fanworks may infringe moral rights (discussed in more depth in a future post). Neither fair dealing nor the user’s right relating to non-commercial user-generated content is a defence to moral rights infringement.

    4. Does this law expressly legalize all uses of copyrighted material for the purpose of parody or satire?

    No. There are two primary defences to the unauthorized use of copyrighted material for the purpose of parody or satire under the Copyright Act: fair dealing, and the new user’s right added to the Copyright Act as a result of Bill C-11 that relates to non-commercial user-generated content. While both of these defences create (or expand) space within which parodies or satire can be created and disseminated, they do not expressly legalize all uses of copyrighted material for the purpose of parody or satire.

    With respect to fair dealing, although Bill C-11 added parody and satire to the list of fair dealing purposes, this does not mean that all uses of copyrighted material for the purpose of parody or satire will be considered to be fair dealing. As noted in the previous post, these uses must also be considered to be fair. In determining whether a dealing is fair, courts will weigh factors such as the purpose of the dealing, the character of the dealing, the amount of the dealing, alternatives to the dealing, the nature of the work, and the effect of the dealing on the work. With respect to the final factor (the effect of the dealing on the work), one point to consider is whether the creation of the parody or satire “adversely affects or competes with the [copyrighted source] work” (Society of Composers, Authors and Music Publishers of Canada v. Bell Canada, 2012 SCC 36, at para. 48). Based on recent case law, it appears as if Canadian courts are more likely to accept that a dealing is fair if it is not competing commercially with the copyrighted source work.

    As discussed above, the new user’s right relating to non-commercial user-generated content only relate to works disseminated "solely for non-commercial purposes." To the extent that a parody or satire is disseminated for commercial gain, therefore, it likely cannot take advantage of this defence to copyright infringement. Also, the limitations discussed above with regard to non-commercial fanworks apply similarly here. It is unclear exactly what the scope of “non-commercial purposes” might be (s. 29.21(1)(a)). Similarly, it is unclear what the scope of “a substantial adverse effect, financial or otherwise” might be (s. 29.21(1)(d)). Will courts take the view that a non-commercial parody or satire creates a non-financial adverse effect to the exploitation or market for the original work? Also, as noted above, it is possible that the unauthorized use of copyrighted material for the purpose of parody or satire may infringe moral rights.

    (NB: In response to a previous post, someone queried the legal distinction between parody and satire. While this is not a hard-and-fast rule, generally speaking courts define a parody of a work as something that pokes fun at the original work, and satire as something that uses the original work (or some other device) to poke fun at the world more broadly. -- Betsy)

    5. Does C-11 have the same impact on visual fanart, like non-commercial photomanipulations or .gifs, as it does on textual works like fanfiction?

    Yes. Both fair dealing and the user’s right relating to non-commercial user-generated content (the two defences to copyright infringement that have the greatest relevance for visual fanart) are structured in such a manner to apply to all “works” under the Copyright Act (literary, musical, artistic, and dramatic).

    6. What about vids? Is it expressly legal in Canada to circumvent the copy protection on DVDs or BluRays, set ripped video clips to copyrighted music, and post the resulting non-commercial fanvids online?

    No. Bill C-11 implemented legislative protection for technological protection measures (see Copyright Act, ss. 41-41.24). Among other provisions enacted as a result of Bill C-11 is a prohibition against circumventing a technological protection measure without the authorization of the copyright owner (s. 41.1(1)(a)). Circumvent is defined in part as “avoid, bypass, remove, deactivate, or impair” (s. 41(a)). Although numerous exceptions to this prohibition have been incorporated into the Copyright Act (see ss. 41.11-41.18), none of these exceptions appear to encompass the situation described in the question above. More specifically, the fact that a use may be a fair dealing is not an exception to the prohibition against circumventing a technological protection measure.

    (NB: Article 41.21(1) does specify that the Governor in Council “may make regulations (a) prescribing additional circumstances in which paragraph 41.1(1)(a) does not apply," and may consider factors such as "whether not being permitted to circumvent a technological protection measure that is subject to that paragraph could adversely affect criticism, review, news reporting, commentary, parody, satire, teaching, scholarship or research that could be made or done in respect of the work." This would seem to leave some potential for future rulemaking along the lines of the U.S. model. However, no such regulations exist now, and it is impossible to predict whether they ever will in the future. -- Betsy)

    Stay tuned for more Q&A with Graham Reynolds! Topics to come include questions about Canadian "moral rights," trade-mark rights, and rights of personality; and what the new law means for fanwork creators outside of Canada. For the text of the new law, see Bill C-11. For the full text of the Copyright Act, as amended, see the Canadian Copyright Act.

  • Canadian Copyright Law Q&A - Part 1

    By Claudia Rebaza on Thursday, 11 April 2013 - 4:43pm
    Message type:

    Near the end of 2012, a law called Bill C-11 made some significant changes to Canada's Copyright Act, some of which influence the way fanworks are treated under Canadian law. With that in mind, we're bringing you a series of Q&A posts written by Graham Reynolds, an Assistant Professor at the Schulich School of Law at Dalhousie University in Halifax, Nova Scotia, Canada. Graham teaches and researches in the areas of copyright law, intellectual property law, property law, and the intersection of intellectual property and human rights, so he's the perfect person to explain how the changes are likely to influence the law of fanworks in Canada.

    We posed a series of questions to Graham, and will be posting his answers in this space over the next couple of weeks. These answers aren't legal advice, and if you need specific legal advice Graham (and we) advise you to consult with a lawyer and/or send a query to the OTW Legal Committee.

    Today, Graham answers two questions: first about the general contours of the law, and second about the law of "fair dealing" (which is a like the U.S. concept of "fair use," but as explained below, is somewhat different) In the latter, Graham walks through the requirements of what it takes for a fanwork to be considered "fair dealing" under the law.

    -- Betsy Rosenblatt, Legal Committee

    1. What is Bill C-11 and, generally speaking, what did it do?

    Bill C-11 amended various aspects of Canada’s Copyright Act, R.S.C., 1985, c. C-42 (hence its official title, An Act to Amend the Copyright Act, S.C. 2012, c. 20). Many believed that this reform was long overdue. Canada’s Copyright Act had not been substantially amended since 1997. The short title of Bill C-11 – the Copyright Modernization Act – implies that Parliament’s motivation in enacting this legislation, at least in part, was to bring Canada’s copyright laws into the digital networked era.

    The enactment of Bill C-11 resulted in several major changes to the Copyright Act. Among them are the expansion of fair dealing, the addition of a series of new exceptions to copyright infringement (or “user’s rights”, discussed in a future post), the implementation of legislative protection for technological protection measures (sometimes referred to as “digital locks”), the creation of a new (lower) range of statutory damages for infringements for non-commercial purposes, and the expansion of moral rights to include performers’ performances.

    2. Under C-11, what is “fair dealing,” and how is it different from the U.S. concept of “fair use?”

    Fair dealing, set out in ss. 29, 29.1, and 29.2 of the Copyright Act, is the broadest defence to copyright infringement in Canada. Under fair dealing, individuals have the “right” to use a substantial amount of copyrighted expression for certain purposes, without first having to seek or secure the permission of the copyright owner, provided their dealing is fair and, in certain circumstances, they satisfy several attribution requirements. The Supreme Court of Canada (SCC) has described fair dealing as a “user’s right” (CCH Canadian et al v. Law Society of Upper Canada, 2004 SCC 13 at para. 48 (CCH et al)), and has said that “[i]n order to maintain the proper balance between the rights of a copyright owner and users’ interests, it must not be interpreted restrictively” (ibid.).

    There are two steps to the fair dealing analysis:

    First, anyone wishing to rely on fair dealing must establish that their dealing was for done for a "fair dealing purpose." The list of fair dealing purposes is set out in the Copyright Act, in the sections noted above. Prior to Bill C-11, there were five fair dealing purposes: research, private study, criticism, review, and news reporting. Bill C-11 added three additional fair dealing purposes: parody, satire, and education.

    Anyone wishing to argue that their dealing was for the purpose of criticism, review, or news reporting must also satisfy certain attribution requirements. Specifically, they must mention the source of the copyrighted work and, if given in the source, the author, performer, maker or broadcaster (as appropriate).

    Second, anyone wishing to rely on fair dealing must establish that their dealing was fair. “Fair” is not defined in the Copyright Act. The SCC, in CCH et al, above, set out a series of factors that “provides a useful analytical framework to govern determinations of fairness in future cases” (CCH et al, above at para. 53). These factors are: the purpose of the dealing, the character of the dealing, the amount of the dealing, alternatives to the dealing, the nature of the work, and the effect of the dealing on the work. Other factors may also be considered by Canadian courts in evaluating fairness. (NB: this is similar, but not identical, to the nonexclusive list of "fair use" factors in U.S. law.)

    There is one major difference between the structure of Canada’s fair dealing defence and the U.S. concept of fair use. (While there may be many differences in how courts have applied these two concepts/defences, such a discussion is beyond the scope of this post to address). Under Canadian fair dealing, as noted above, the list of fair dealing purposes is closed. Under U.S. fair use (17 U.S.C. §107), the list of fair use purposes includes "purposes such as criticism, comment, news reporting, teaching (including multiple copies for classroom use), scholarship, or research" -- but it is open-ended.

    This difference, in my opinion, was of greater significance prior to the enactment of Bill C-11. I have argued elsewhere that prior to the enactment of Bill C-11, many transformative uses of copyrighted expression would not be protected by fair dealing. The expansion of fair dealing in Bill C-11, through the addition of parody and satire categories, has the potential to significantly expand protection for transformative uses of copyrighted works in Canada.

    Stay tuned for more Q&A with Graham Reynolds! Topics to come include the specific impacts of the new law on fan fiction, fanart, vidding, fandom non-fiction, and fanwork creators outside of Canada. For the text of the new law, see Bill C-11. For the full text of the Copyright Act, as amended, see Canadian Copyright Act.

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