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On September 29, 2011, the government re-tabled the Copyright Modernization Act, the long-awaited copyright reform bill. Bill C-11 contains some good provisions - extending fair dealing to parody, satire, and education, including technology-neutral time shifting and format shifting provisions, establishing a safe harbour for Internet intermediaries, and making some small changes to damages provisions. Yet all the attempts at balance come with a giant caveat that has huge implications for millions of Canadians. The foundational principle of the new bill remains that anytime a digital lock is used - whether on books, movies, music, or electronic devices - the lock trumps virtually all other rights. I re-launched SpeakOutOnCopyright.ca as a platform to give people information and tools to speak out in support of the balanced provisions and to fix the problematic digital lock rules. The site includes information on Bill C-11, dozens of posts and videos on Canadian copyright law, and a Take Action page that highlights the ways individual Canadians can speak out on copyright.
Bill C-61's library provisions are not confined to e-reserves. The bill adds a new Section 30.2(5.01) to the Copyright Act that is designed to facilitate digital distribution of materials for interlibrary loans. The section states:
A library, archive or museum, or a person acting under the authority of one, may, under subsection (5), make a copy of printed matter in digital form and provide it to a person who has requested it through another library, archive or museum if the providing library, archive or museum or person takes measures to prevent the person who has requested it from
(a) making any reproduction of the digital copy, including any paper copies, other than printing one copy of it; (b) communicating the digital copy to any other person; and (c) using the digital copy for more than five business days
While moving toward digital interlibrary loans has obvious advantages (speed and cost being at the top of the list), this provision once again forces libraries to implement DRM-based solutions. The requirements that limit further copying and distribution go far beyond what is necessary (they are presumably a response to the unlikely scenario that only a single Canadian library will purchase the copy of a work and use digital distribution to cover the rest of the country). Even worse is the requirement to destroy the digital copy within five days (this is actually a reduction from seven days in the Liberal's C-60). There are no similar requirements for paper-based copies of works and it makes no sense to force libraries to install DRM protections on digital copies to create time-limited uses.
The problems with the e-reserve provisions in C-61 extend beyond just the fair dealing concerns. In order to qualify for the exception, librarians are required to implement DRM-based solutions on the distribution of electronic materials. Yesterday I pointed to the provision that expressly permits digital reproduction. Section 30.02(3) adds two crucial requirements that must be met in order to qualify. First, sub (b) requires libraries to:
take measures to prevent the digital reproduction from being communicated by telecommunication to any persons who are not acting under the authority of the institution;
Second, sub (c) requires libraries to:
take measures to prevent a person to whom the work has been communicated under paragraph (1)(b) from printing more than one copy, and to prevent any other reproduction or communication of the digital reproduction;
In other words, to qualify for the exemption libraries must ensure that the digital copy cannot be further reproduced, communicated or copied. The obvious way to meet this requirement is for librarians to implement DRM solutions that lock down the digital copies. For most librarians, this is expensive and objectionable, ensuring that the new rights to distribute digital copies will be largely ignored.
The Canadian library community has been one of the most outspoken critics of Bill C-61, expressing concern about (among other things) its impact on electronic delivery of materials. The Canadian Library Association press release on C-61 notes that:
Bill C-61 ignores the fact that the 2004 CCH Supreme Court Judgment already allows Canadian libraries to do desktop delivery of interlibrary loan. Bill C-61 requires libraries to lock up interlibrary loans with DRM tools, something that most libraries would not have the resources to accomplish. Bill C-61 alone would force many libraries back to delivering interlibrary loan via paper copies.
The CLA raises two important issues - the use of fair dealing for e-reserve policies as well as the effective requirement on librarians to use DRM for electronic delivery of materials. Today I will focus on fair dealing and e-reserve policies and save the DRM concerns for tomorrow.
E-reserves are the electronic equivalent of the traditional library book reserves - books or materials that a professor places on reserve in the library so that it is accessible to the entire class. In the aftermath of the LSUC v. CCH Supreme Court of Canada decision, which emphasized the need for a broad and liberal interpretation of the fair dealing provision, a growing number of universities began to establish (or consider establishing) e-reserve policies based on fair dealing.
Over the past two days, I've argued that the Internet exception for education is both unnecessary and potentially harmful. It is also so easily avoided as to be almost useless. As noted earlier, one way to avoid the exception is the use of DRM. Another is to simply place a notice on the website. Section 30.04 (4)(b) provides that the exception does not apply if:
a clearly visible notice - and not merely the copyright symbol - prohibiting that act is posted at the Internet site where the work or other subject-matter is posted or on the work or other subject-matter itself.
Section 30.04(6) says that the Governor in Council may make regulations prescribing what constitutes a clearly visible notice. While we await those regulations, a clearly visible notice may be nothing more than the words "all rights reserved." If so, CMEC and AUCC will have fought for an ill-advised exception that can be defeated with three simple words posted on the website.
The Internet exception is more than just unnecessary - it is harmful. First, rather than improving access, the exception will actually encourage people to take content offline or to erect barriers that limit access (including DRM). Section 30.04(3) provides that:
Subsection (1) does not apply if the work or other subject-matter - or the Internet site where it is posted - is protected by a technological measure that restricts access to the work or other subject-matter or to the Internet site.
In other words, in return for the exception, CMEC and AUCC has effectively pushed the government to include a provision that encourages creators to use DRM or restrict access to their work. Many website owners who may be entirely comfortable with non-commercial or limited educational use of their materials, may object to a new law that grants the education community unfettered (and uncompensated) usage rights. Accordingly, many sites may opt out of the exception by making their work unavailable to everyone. This is obviously a lose-lose scenario that arises directly out of the exception.
Second, the implication of the exception is that using publicly-available Internet materials is not permitted unless one has prior authorization or qualifies for the exception. This suggests that millions of Canadians outside the education system who use Internet-based materials are somehow violating the law. This is simply wrong - an enormous amount of online content is intended for public use or qualifies as fair dealing - and to imply otherwise sends the wrong message. Indeed, many of the concerns expressed by the education community apply equally to other groups who do not qualify fo
One of the most controversial aspects of Bill C-61 is the inclusion of special educational exception. The provision has split the education community, generating support from some education groups and opposition from others. The product of years of lobbying by provincial education ministers and the AUCC, the exemption at Section 30.04 (1) provides that:
Subject to subsections (2) to (5), it is not an infringement of copyright for an educational institution, or a person acting under the authority of one, to do any of the following acts for educational or training purposes in respect of a work or other subject-matter that is available through the Internet:
(a) reproduce it; (b) communicate it to the public by telecommunication, if that public primarily consists of students of the educational institution or other persons acting under its authority; (c) perform it in public, if that public primarily consists of students of the educational institution or other persons acting under its authority; or (d) do any other act that is necessary for the purpose of the acts referred to in paragraphs (a) to (c).
I will discuss why the conditions render this exception virtually useless in a later post. For the moment, I want to reiterate that I do not believe that the exception is either necessary or equitable.
The Supreme Court of Canada has ruled that fair dealing - including the use of copyrighted works for research and private study purposes - is an integral part of the Copyright Act to be interpreted in a broad and liberal manner. The law therefore already permits many educational uses of Internet materials without compensation.
One of the great benefits of distance education and the Internet is the power to extend our traditional notions of a "student body." MIT's Open Courseware Project provides a great example [from column here]
Notwithstanding the possibilities, Bill C-61 adopts a very narrow definition of student. Section 30.01(3)(a) states that it is not an infringement:
to communicate a lesson to the public by telecommunication for educational or training purposes, if that public consists only of students who are enrolled in a course of which the lesson forms a part or of other persons acting under the authority of the educational institution;
By requiring enrollment in courses run under the authority of an educational institution, the bill excludes the emergence of MIT Open Courseware-like initiatives that provide terrific educational opportunities, but do so without requiring students to enroll. Considering an expanded definition is essential if the law is to provide real support for distance learning opportunities.
The conditions attached to the lesson provisions do not end with destroying lessons that use the exemption at the conclusion of the course. There are two provisions that would appear to encourage (or possibly even require) the use of digital rights management to control the further distribution of these lessons. Section 30(5)(b) requires teachers to:
take measures that can reasonably be expected to limit the communication by telecommunication of the lesson to the persons referred to in paragraph (3)(a);
Section 30(5)(c) requires teachers to:
take, in relation to the communication by telecommunication of the lesson in digital form, measures that can reasonably be expected to prevent the students from fixing or reproducing the lesson, or communicating it other than as they may do under this section;
In other words, Bill C-61, which already covers a limited number of educational exemptions and establishes special liability for violating the Act with respect to these distance learning lessons, now requires to teachers to limit the communication of their lessons outside the circle of students enrolled in the class and stop students from "fixing" the lesson. How do you that? Given that these lessons are made available in electronic format, the obvious method is to use DRM. Whether a court would be satisfied with a warning to students to not distribute outside the class, is a risk that few educational institutions are likely to take (in fact, Section 30(5)(d) indicates that further conditions may be established by regulation).
In addition to the prospect of new liability, the lesson provisions include a series of draconian conditions that undermine rather than facilitate education. For example, Section 30(5)(a) provides that the education institution is required to:
destroy any fixation of the lesson within 30 days after the day on which the students who are enrolled in the course have received their final course evaluations;
I am not making this up. Bill C-61 requires teachers that utilize this educational exemption to destroy the lessons that they have created for their courses with one month of the conclusion of the course. Teachers must recreate the lessons each year which obviously establishes a strong incentive to run as far away as possible from these new "rights." If the government is serious about supporting education, it will drop this embarrassing condition from bill.
The new lesson provisions are extremely limited, yet they come with an astonishing number of conditions and limitations. In fact, Bill C-61 includes a special new infringement provision specifically for lessons. Under the bill:
It is an infringement of copyright for any person to do any of the following acts with respect to anything that the person knows or should have known is a lesson, as defined in subsection 30.01(1), or a fixation of one:
(a) to sell it or to rent it out; (b) to distribute it to an extent that the owner of the copyright in the work or other subject-matter that is included in the lesson is prejudicially affected; (c) by way of trade, to distribute it, expose or offer it for sale or rental or exhibit it in public; (d) to possess it for the purpose of doing anything referred to in any of paragraphs (a) to (c); (e) to communicate it by telecommunication to any person other than a person referred to in paragraph 30.01(3)(a); or (f) to circumvent or contravene any measure taken in conformity with paragraph 30.01(5)(b), (c) or (d).
Why the government felt it was necessary to create a new liability provision only for lessons is not clear. Infringement is infringement, yet Bill C-61 establishes an entire new class of infringement specifically for lessons. This provision should be dropped from the bill.