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Copyright, Licensing, 
and the Law of Ebooks 
Presented by 
Mary Minow, J.D., A.M.L.S. 
LibraryLaw.com
Poll 
Our library knows what e-lending rights it has, 
by law, before it signs a contract 
YES 
NO
Copyright, Licensing 
and the Law of Ebooks 
Library Ebook Law 
Copyright 
Accessibility, Privacy, Free Speech 
Ebook platform vendors and 
emerging library-based projects 
Licenses
Legal Disclaimer 
• Legal information 
• Not legal advice!
Library Ebook Law: Copyright 
www.copyright.gov
Library Ebook Law: 
UNDERLYING LICENSES 
www.copyright.gov
Library Ebook Law: 
Specific Allowances under Copyright 
Preservation 
Interlibrary Loan 
www.copyright.gov 
First Sale
Preservation 
Scanning your own books 
Allows 3 digital copies 
Replace damaged published 
works unavailable at fair price 
17 U.S.C. Sect. 108(c)
Interlibrary Loan 
May always LEND print book 
First Sale: 
Permission not required 
to lend or sell particular copy* 
17 U.S.C. Sect. 109 
*lawfully made under this title 
books as objects 
no copying involved
Interlibrary Loan 
Copy Entire BOOK 
Sect. 108 
Libraries 
May also COPY whole book 
if reasonable investigation 
shows cannot buy at fair price 
e.g. out of print 
… but must become property of 
user for private study 
17 U.S.C. Sect. 108(e), (g) and (i)
Interlibrary Loan and ebooks 
What kind of copy is it? 
Replicator or Transporter? 
End up with TWO COPIES End up with ONE COPY
FIRST First Sale Court Case 
Doesn’t Matter: NO COPYING 
Redigi - used mp3 marketplace 
Sued by Capitol records 
So far, mainly a win for Capitol 
records 
new copy made, 
even if old was 
deleted 
17 U.S.C. Sect. 109 
First sale does not allow copying at 
all
Digital First Sale? 
Outdated law. 
Rights triggered when 
copy is made, even 
if original is deleted.
Digital First Sale? 
Outdated law. 
Rights triggered when 
copy is made, even 
if original is deleted.
Digital First Sale? No. 
Outdated law. 
Rights triggered when 
copy is made, even 
if original is deleted.* 
*nonprofit library might win FAIR USE argument, 
different from for-profit company
Redigi update 
2014 
Redigi 2.0 uses cloud 
No “copying” from user computer 
Sept 2, 2014 Court order denying dismissal 
against Redigi executives 
Capitol Records, LLC v. ReDigi Inc., No. 12 Civ. 95 (RJS), 2013 WL 1286134 (S.D.N.Y. Mar. 30, 2013) 
RSS feed at http://dockets.justia.com/docket/new-york/nysdce/1:2012cv00095/390216/
First Sale Legislative Hearing 
Expand to allow copy 
and delete? 
Narrow further? 
http://judiciary.house.gov/index.cfm/hearings 
June 2, 2014
First Sale opponents 
point to Supreme Court 2013 
Kirtsaeng v. John Wiley & Sons, Inc., 133 S. Ct. 1351 (2013); See also First Sale Fast Facts for 
Libraries / Library Copyright Alliance http://www.librarycopyrightalliance.org/bm~doc/lca-tp-firstsale18jan13. 
pdf 
Are copies printed abroad subject to First Sale? 
Yes. First Sale WIN. 
Library Copyright Alliance cited in opinion.
Fair Use on the rise 
Google Books case 
authors sue for-profit company 
Hathi Trust 
authors sue research libraries
Authors Guild v. Google Books 
20 million book scans from libraries 
Publishers settled; authors still suing 
District Court: FAIR USE 
“snippets” are “indispensable research tool” 
Now on appeal 
Not at issue: 
2 million public domain books 
2 million previews with publisher agreements
Authors Guild v. HathiTrust 
APPELLATE COURT: 
FAIR USE 
Full text search 
Print disabled users 
text mining 
Authors Guild, Inc. v. HathiTrust, 
755 F.3d 87 (2d Cir. 2014).
Fair Use Legislative Hearing 
http://judiciary.house.gov/index.cfm/hearings 
January 28, 2014
Backlist: Do Authors Retain Ebook Rights? 
Depends on their contract 
No. Julie of the Wolves (1973) Jean Craighead George 
Contract gave HarperCollins exclusive rights to e-pubs 
HarperCollins v. Open Road (March 2014) 
Yes. William Styron, Kurt Vonnegut, Robert B. Parker 
Contract language did not include ebook rights 
Rosetta vs. Random House (2002) 
BUT TERMINATION RIGHTS TRUMP CONTRACT ! 
35 years after contract signed, authors may get 
copyright back, some hoops to go through – 5 yr window 
Authors Alliance working on “termination” tool (2014) 
www.authorsalliance.org 
http://judiciary.house.gov/index.cfm/h 
earings 
July 15, 2014
Library Ebook Law 
Disability, Privacy, First Amendment 
DISABILITY ACCESS 
Brown v. Free Library of 
Philadelphia 
Nook Lending Program 
Federal funds 
Settlement: purchase only fully 
accessible mainstream devices 
"Fully accessible” 
a blind individual needs to 
access same information, 
same transactions, and 
same services 
as a non-disabled individual 
with substantially equivalent 
ease of use 
SETTLEMENT Oct 23, 2012 
http://docs.justia.com/cases/federal/district-courts/pennsylvania/paedce/2:2012cv02373/461996/14/ 
See also Dear Colleague Letter http://www2.ed.gov/about/offices/list/ocr/docs/dcl-ebook-faq-201105.html
Similar Settlement: Sacramento Public Library 
No additional inaccessible content 
• Provide text-to-speech and access to menus and controls 
• May require users to attest eligibility 
• May not require doctor’s note 
[See also 28 C.F.R. Sect. 35.138(h)(2)] 
http://www.ada.gov/sacramento_ca_settle.htm August 28, 2012 
See also IMLS Advisory: E-book Reader Lending Programs 
http://pld.dpi.wi.gov/files/pld/pdf/ebook_guidance.pdf
http://inova.snv.jussieu.fr/ifla-lpd/colloques/colloques/83_index_en.html
Classic Accessibility Checks Fail eReaders Mike Wald, E.A. Draffan and Neil Rogers (University of Southampton) 
http://inova.snv.jussieu.fr/ifla-lpd/colloques/colloques/83_programme_en.html August 2014
28 
Copyright 
rights 
Disability 
rights 
HathiTrust 
case 
https://nfb.org/national-federation-blind-applauds-landmark-court-ruling
Poll 
Our library patrons are sometimes required to create 
nonlibrary “user accounts” to use library services 
YES 
NO
Privacy – State Laws 
30
Library and reader 
privacy laws 
Check with local 
counsel 
Consent? Choice? 
Transparency? 
Professional ethics 
blog.librarylaw.com/
Free Speech and 
Withdrawing Ebooks 
Removing books based on viewpoint can 
trigger First Amendment lawsuit 
Use same criteria for weeding as print 
Ebook trends: self-published, very small 
presses, community “maker” movement
Ebook platform vendors and 
emerging library-based projects 
http://readersfirst.org/ReadersFirst-Guide--Library-E-Book-Vendors.pdf
Licensing and Pricing Models 
www.culc.ca/
Oyster, Scribd, Kindle Unlimited
Models and Licensing Terms 
1. Replicating print model 
2. Inclusion of all titles 
3. Right to transfer content 
4. Right to lend indefinitely 
5. Accessibility 
6. Integration with catalog 
7. Single user 
8. Limited number of loans 
9. Variable pricing 
10. Delayed sales with discounts 
11. Premium for immediate 
access to delayed titles 
12. In library checkout 
13. Restrictions on consortia/ILL 
14. Enhanced discovery 
15. Sales channel (buy link) 
http://www.districtdispatch.org/wp-content/uploads/2013/01/Ebook_Scorecard.pdf
International 
http://www.ifla.org/node/8851 
UK An Independent 
Review of E-Lending in 
Public Libraries in 
England 2012 
EBLIDA Right to eRead 
Campaign calls on EU 
Commission for a clear 
copyright framework 
allowing libraries to 
acquire and lend 
ebooks with adequate 
remuneration to 
authors and rights 
holders
http://www.infodocket.com/2013/01/30/ifla-releases-thinkpiece-on-libraries-e-lending- 
and-the-future-of-public-access-to-digital-content-27-pages/
libraryebookprojects.blogspot.com
No Shelf Required 
http://www.libraries.wright.edu/noshelfrequired
Licenses
Licenses 
understand 
default copyright 
rights before 
signing
Wealth of experience in 
e-content licensing 
http://www.niso.org/news/events/2014/webinars/licensing
International (including U.S.) 
http://www.eblida.org/satellite-meetings/copyright-and-beyond-libraries-in-the-public-sphere/programme.html
Termination Clause 
Kansas State Library – old Overdrive contract 
Newer version does not allow content transfer 
http://www.scribd.com/LibraryJournal/d/52439233-OverDrive-s-current-contract-with-Kansas-State-Library
Nondisclosure Clause 
Preferred Practices 
A. Non-disclosure language 
should not be required for 
any licensing agreement, 
particularly language that 
would preclude library 
consortia from sharing 
pricing and other significant 
terms and conditions with 
other consortia. 
7.1 The terms of this 
Agreement are confidential; 
however xxx reserves the right 
to use the name of Library for 
publicity purposes. 
May conflict 
with sunshine 
ordinances 
International Coalition of Library Consortia 2004 Statement on preferred practices for selection and 
purchase of electronic information 
http://icolc.net/statement/statement-current-perspective-and-preferred-practices-selection-and-purchase-electronic 
See also Association of Research Libraries 2009 – ARL Encourages members to refrain from signing 
nondisclosure or confidentiality clauses http://www.arl.org/news/pr/nondisclosure-5june09.shtml
Privacy Clause 
Any such patron information shall be protected 
to an extent equal to or greater than that 
imposed on the library by a state privacy statute, 
other laws, or library policy under which the 
licensee-library operates. 
See other samples in Tomas Lipinski, The Librarian’s Legal Companion 
for Licensing Information Resources and Services (ALA: 2012) p.659
ALA Store 
http://www.alastore.ala.org/ 
Basic contract law 
Licensing glossary 
Four common library licenses 
deconstructed 
Twenty sample key clauses 
126 Q & A for evaluating licenses
http://www.ala.org/groups/committees/special/ala-dcwg
http://readersfirst.org
Copyright, Licensing 
and the Law of Ebooks 
Library Ebook Law 
Copyright 
Accessibility, Privacy, Free Speech 
Ebook platform vendors and 
emerging library-based projects 
Licenses

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Minow: Copyright, Licensing, and the Law of E-Books Workshop

  • 1. Copyright, Licensing, and the Law of Ebooks Presented by Mary Minow, J.D., A.M.L.S. LibraryLaw.com
  • 2. Poll Our library knows what e-lending rights it has, by law, before it signs a contract YES NO
  • 3. Copyright, Licensing and the Law of Ebooks Library Ebook Law Copyright Accessibility, Privacy, Free Speech Ebook platform vendors and emerging library-based projects Licenses
  • 4. Legal Disclaimer • Legal information • Not legal advice!
  • 5. Library Ebook Law: Copyright www.copyright.gov
  • 6. Library Ebook Law: UNDERLYING LICENSES www.copyright.gov
  • 7. Library Ebook Law: Specific Allowances under Copyright Preservation Interlibrary Loan www.copyright.gov First Sale
  • 8. Preservation Scanning your own books Allows 3 digital copies Replace damaged published works unavailable at fair price 17 U.S.C. Sect. 108(c)
  • 9. Interlibrary Loan May always LEND print book First Sale: Permission not required to lend or sell particular copy* 17 U.S.C. Sect. 109 *lawfully made under this title books as objects no copying involved
  • 10. Interlibrary Loan Copy Entire BOOK Sect. 108 Libraries May also COPY whole book if reasonable investigation shows cannot buy at fair price e.g. out of print … but must become property of user for private study 17 U.S.C. Sect. 108(e), (g) and (i)
  • 11. Interlibrary Loan and ebooks What kind of copy is it? Replicator or Transporter? End up with TWO COPIES End up with ONE COPY
  • 12. FIRST First Sale Court Case Doesn’t Matter: NO COPYING Redigi - used mp3 marketplace Sued by Capitol records So far, mainly a win for Capitol records new copy made, even if old was deleted 17 U.S.C. Sect. 109 First sale does not allow copying at all
  • 13. Digital First Sale? Outdated law. Rights triggered when copy is made, even if original is deleted.
  • 14. Digital First Sale? Outdated law. Rights triggered when copy is made, even if original is deleted.
  • 15. Digital First Sale? No. Outdated law. Rights triggered when copy is made, even if original is deleted.* *nonprofit library might win FAIR USE argument, different from for-profit company
  • 16. Redigi update 2014 Redigi 2.0 uses cloud No “copying” from user computer Sept 2, 2014 Court order denying dismissal against Redigi executives Capitol Records, LLC v. ReDigi Inc., No. 12 Civ. 95 (RJS), 2013 WL 1286134 (S.D.N.Y. Mar. 30, 2013) RSS feed at http://dockets.justia.com/docket/new-york/nysdce/1:2012cv00095/390216/
  • 17. First Sale Legislative Hearing Expand to allow copy and delete? Narrow further? http://judiciary.house.gov/index.cfm/hearings June 2, 2014
  • 18. First Sale opponents point to Supreme Court 2013 Kirtsaeng v. John Wiley & Sons, Inc., 133 S. Ct. 1351 (2013); See also First Sale Fast Facts for Libraries / Library Copyright Alliance http://www.librarycopyrightalliance.org/bm~doc/lca-tp-firstsale18jan13. pdf Are copies printed abroad subject to First Sale? Yes. First Sale WIN. Library Copyright Alliance cited in opinion.
  • 19. Fair Use on the rise Google Books case authors sue for-profit company Hathi Trust authors sue research libraries
  • 20. Authors Guild v. Google Books 20 million book scans from libraries Publishers settled; authors still suing District Court: FAIR USE “snippets” are “indispensable research tool” Now on appeal Not at issue: 2 million public domain books 2 million previews with publisher agreements
  • 21. Authors Guild v. HathiTrust APPELLATE COURT: FAIR USE Full text search Print disabled users text mining Authors Guild, Inc. v. HathiTrust, 755 F.3d 87 (2d Cir. 2014).
  • 22. Fair Use Legislative Hearing http://judiciary.house.gov/index.cfm/hearings January 28, 2014
  • 23. Backlist: Do Authors Retain Ebook Rights? Depends on their contract No. Julie of the Wolves (1973) Jean Craighead George Contract gave HarperCollins exclusive rights to e-pubs HarperCollins v. Open Road (March 2014) Yes. William Styron, Kurt Vonnegut, Robert B. Parker Contract language did not include ebook rights Rosetta vs. Random House (2002) BUT TERMINATION RIGHTS TRUMP CONTRACT ! 35 years after contract signed, authors may get copyright back, some hoops to go through – 5 yr window Authors Alliance working on “termination” tool (2014) www.authorsalliance.org http://judiciary.house.gov/index.cfm/h earings July 15, 2014
  • 24. Library Ebook Law Disability, Privacy, First Amendment DISABILITY ACCESS Brown v. Free Library of Philadelphia Nook Lending Program Federal funds Settlement: purchase only fully accessible mainstream devices "Fully accessible” a blind individual needs to access same information, same transactions, and same services as a non-disabled individual with substantially equivalent ease of use SETTLEMENT Oct 23, 2012 http://docs.justia.com/cases/federal/district-courts/pennsylvania/paedce/2:2012cv02373/461996/14/ See also Dear Colleague Letter http://www2.ed.gov/about/offices/list/ocr/docs/dcl-ebook-faq-201105.html
  • 25. Similar Settlement: Sacramento Public Library No additional inaccessible content • Provide text-to-speech and access to menus and controls • May require users to attest eligibility • May not require doctor’s note [See also 28 C.F.R. Sect. 35.138(h)(2)] http://www.ada.gov/sacramento_ca_settle.htm August 28, 2012 See also IMLS Advisory: E-book Reader Lending Programs http://pld.dpi.wi.gov/files/pld/pdf/ebook_guidance.pdf
  • 27. Classic Accessibility Checks Fail eReaders Mike Wald, E.A. Draffan and Neil Rogers (University of Southampton) http://inova.snv.jussieu.fr/ifla-lpd/colloques/colloques/83_programme_en.html August 2014
  • 28. 28 Copyright rights Disability rights HathiTrust case https://nfb.org/national-federation-blind-applauds-landmark-court-ruling
  • 29. Poll Our library patrons are sometimes required to create nonlibrary “user accounts” to use library services YES NO
  • 30. Privacy – State Laws 30
  • 31. Library and reader privacy laws Check with local counsel Consent? Choice? Transparency? Professional ethics blog.librarylaw.com/
  • 32. Free Speech and Withdrawing Ebooks Removing books based on viewpoint can trigger First Amendment lawsuit Use same criteria for weeding as print Ebook trends: self-published, very small presses, community “maker” movement
  • 33. Ebook platform vendors and emerging library-based projects http://readersfirst.org/ReadersFirst-Guide--Library-E-Book-Vendors.pdf
  • 34. Licensing and Pricing Models www.culc.ca/
  • 36. Models and Licensing Terms 1. Replicating print model 2. Inclusion of all titles 3. Right to transfer content 4. Right to lend indefinitely 5. Accessibility 6. Integration with catalog 7. Single user 8. Limited number of loans 9. Variable pricing 10. Delayed sales with discounts 11. Premium for immediate access to delayed titles 12. In library checkout 13. Restrictions on consortia/ILL 14. Enhanced discovery 15. Sales channel (buy link) http://www.districtdispatch.org/wp-content/uploads/2013/01/Ebook_Scorecard.pdf
  • 37. International http://www.ifla.org/node/8851 UK An Independent Review of E-Lending in Public Libraries in England 2012 EBLIDA Right to eRead Campaign calls on EU Commission for a clear copyright framework allowing libraries to acquire and lend ebooks with adequate remuneration to authors and rights holders
  • 40. No Shelf Required http://www.libraries.wright.edu/noshelfrequired
  • 42. Licenses understand default copyright rights before signing
  • 43. Wealth of experience in e-content licensing http://www.niso.org/news/events/2014/webinars/licensing
  • 44. International (including U.S.) http://www.eblida.org/satellite-meetings/copyright-and-beyond-libraries-in-the-public-sphere/programme.html
  • 45.
  • 46. Termination Clause Kansas State Library – old Overdrive contract Newer version does not allow content transfer http://www.scribd.com/LibraryJournal/d/52439233-OverDrive-s-current-contract-with-Kansas-State-Library
  • 47. Nondisclosure Clause Preferred Practices A. Non-disclosure language should not be required for any licensing agreement, particularly language that would preclude library consortia from sharing pricing and other significant terms and conditions with other consortia. 7.1 The terms of this Agreement are confidential; however xxx reserves the right to use the name of Library for publicity purposes. May conflict with sunshine ordinances International Coalition of Library Consortia 2004 Statement on preferred practices for selection and purchase of electronic information http://icolc.net/statement/statement-current-perspective-and-preferred-practices-selection-and-purchase-electronic See also Association of Research Libraries 2009 – ARL Encourages members to refrain from signing nondisclosure or confidentiality clauses http://www.arl.org/news/pr/nondisclosure-5june09.shtml
  • 48. Privacy Clause Any such patron information shall be protected to an extent equal to or greater than that imposed on the library by a state privacy statute, other laws, or library policy under which the licensee-library operates. See other samples in Tomas Lipinski, The Librarian’s Legal Companion for Licensing Information Resources and Services (ALA: 2012) p.659
  • 49. ALA Store http://www.alastore.ala.org/ Basic contract law Licensing glossary Four common library licenses deconstructed Twenty sample key clauses 126 Q & A for evaluating licenses
  • 52. Copyright, Licensing and the Law of Ebooks Library Ebook Law Copyright Accessibility, Privacy, Free Speech Ebook platform vendors and emerging library-based projects Licenses