Fair Use Week 2020 — Expert Fair Dealing

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Expert Fair Dealing

by Bobby Glushko, Head, Scholarly Communications and Copyright, University of Toronto Libraries

Friday February 22, 2016 was a great day for fair dealing in Canada. 

Last Friday, the Copyright Board of Canada, an administrative body that sets royalty rates for collective licenses, issued a decision on the rate for copying undertaken in K-12 educational settings.  Access Copyright, a collective licensing organization that represents Canadian writers and publishers, had originally proposed a tariff of $15 per student for the initial phase of the tariff.  The Board, after hearing all of the evidence, certified a tariff of $2.46 for the initial phase, dropping to $2.41 after three years.  This was not only a substantial reduction from Access’ request; it was also half of the previous tariff certified by the Board. 

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This ruling, came as a welcome confirmation that the Canadian copyright balance has become increasingly user positive.  In recent months Access Copyright has suffered significant defeats as the Board and the courts have become increasingly comfortable with fair dealing and the vital role it plays in Canadian society.  The role of the collectives in facilitating the use of copyrighted works has fallen in importance as a more robust understanding of fair dealing has come to be understood.

Fair dealing has not always been so strong in Canada.  For many years fair dealing had been seen as an affirmative defense to copyright infringement, as a “loophole” that could enable someone to get away with bad behavior.  However, in the 2004 landmark Supreme Court decision CCH Canadian Ltd. v. Law Society of Upper Canada, the Court demolished that theory, stating that

The fair dealing exception, like other exceptions in the Copyright Act is a user’s right.  In order to maintain the proper balance between the rights of a copyright owner and users’ interests, it must not be interpreted restrictively.  As Professor Vaver, supra, has explained, at p. 171:  “User rights are not just loopholes.  Both owner rights and user rights should therefore be given the fair and balanced reading that befits remedial legislation.”

This ruling, the basis of a newly awakened fair dealing, was resoundingly strengthened by the Court in 2012.  2012 was a big year for Canadian Copyright, as noted academic Michael Geist wrote, the Court “shook the foundations of Canadian copyright law” by issuing five decisions on copyright on one day; these decisions have been called the “Copyright Pentalogy” and showed the Court’s commitment to robust fair dealing.  On the legislative side, 2012 also saw the passage of Bill C-11, the Copyright Modernization Act.  Of particular importance in the Act was the inclusion of “education” as a class of activity that can be seen as fair dealing.  This change, alongside the Pentalogy, led many Canadian colleges and universities to adopt fair dealing guidelines that treated fair dealing like a user’s right.

However, these guidelines were subject to some controversy; fearing an erosion of their influence, Access Copyright sued York University for copyright infringement, stating that their guidelines were “authorizing and encouraging copying that is not supported by the law.”  In Quebec, a similar suit was brought by Copibec, the Quebec author’s collective, against Université Laval as well.  However, with the Board’s latest tariff decision relying so heavily on fair dealing, it seems that a strong culture of fair dealing is here to stay.  As Michael Geist recently stated “the Board Minced no words in explaining the reduction:

‘The main reason for that decrease is the fact that as a result of the decision of the Supreme Court in Alberta v. Access Copyright…This resulted in the Board’s finding that a significant proportion of copying by elementary and secondary schools was fair under the fair-dealing provisions of the Copyright Act. These copies therefore do not generate remuneration.’”

So where does this leave us?  If you believe, as the Court and Board appear to, that fair dealing is a user right that is vital to the Canadian copyright ecosystem, then you have every right to celebrate this recent decision.  As we continue to celebrate Fair Use/Fair Dealing week we should keep in mind the history and the struggle to define and protect users’ rights and be grateful that we live in a time where the copyright balance is so deftly calibrated.

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