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Scholarly Communication

OU Libraries guides scholars in matters relating to scholarly communication, which we define as the formal and informal ways research and scholarly works are created, evaluated, disseminated, preserved, used, and transformed.

Overview of Fair Use

The doctrine of fair use included in section 107 of the copyright law provides for limited use of copyrighted works for educational and research purposes without obtaining permission from the work’s owner for the purpose of criticism, comment, news, reporting, teaching, scholarship, or research.

Fair use is a set of broad guidelines rather than explicit rules.

The final determination depends on a balance and does not rely solely on any one factor. The courts can consider these four factors flexibly, along with additional factors. The burden of proving fair use falls on the user of the copyrighted material.

In determining whether any given “use” is “fair” the four non-exclusive factors must be considered:

  1. The purpose and character of the work (is the use for a commercial nature or is it for nonprofit educational purposes?)
  2. The nature of the copyrighted work (Is it creative or informative?)
  3. The amount and substantiality of the portion used in relation to the copyrighted work as a whole (How much are you using of the work and is this use a vital portion of the whole work?
  4. The effect of the use upon the potential market for or value of the copyrighted work. (Does the use have a negative effect on the copyright holder’s ability to market or otherwise further profit from the work?)

How to determine if a use is 'fair'
There are several tools available that assist with determining how 'fair' a use may be.

Best Practice Codes

The Code of Best Practices developed by the Center for Media & Social Impact at American University in partnership with major associations provides professionals, educators, artists, libraries, and the public with a set of principles addressing best practices in the fair use of copyrighted materials. They describe how fair use can be invoked and implemented when using copyrighted materials in scholarship, teaching, museums, archives, and in the creation of creative works. Visit the Center's website.