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Fair Use Worksheet

Fair Use Worksheet

In determining whether instructors may use portions of copyrighted materials in their teaching and scholarship, United States law permits some uses for nonprofit educational purposes, including fair uses. 

This worksheet will provide guidelines in making fair use determinations.  A fair use analysis should be done each time a fair use of a work is contemplated.  The Fair Use doctrine, as codified in 17 U.S.C. 107, stipulates four general factors to be considered when evaluating whether a proposed use of a copyrighted work is a fair use and does not require permission from the copyright holder. 

The following four factors should be carefully considered and balanced in making a reasonable, good faith fair use determination, whether for teaching, research, or other purposes.  Reliance upon fair use should be limited to those cases that meet the fair use balancing test in favor of the intended use, and are carefully documented to support that conclusion.

General Information:

Name:  __________________________________________________________         

Number of Students:  _______   Course Name and Number:  ______________

Semester:  Fall  _____  Spring  _____  Summer  _____     Year  _____

Description of Material:

Author:  __________________________________________________________

Publisher:  ________________________________________________________

Book or Journal Title:  _______________________________________________

Chapter or Article Title:  _____________________________________________

 

Circle all the categories that apply below.  Sign, date, and retain with appropriate materials for three years.

Four Factors:

1.  What is the purpose of the proposed use?

Uses in this column favor Fair Use

Uses in this column also favor Fair Use but carry less weight

Uses in this column favor seeking permission from the copyright holder
  • Nonprofit
  • Teaching
  • Scholarship/   
    Research
  • Personal
  • Criticism 
  • Commentary
  • Parody
  • Restricted Access
  • News Reporting
  • Otherwise "Transformative" Use
  • Commercial
  • Entertainment
  • Bad Faith Behavior
  • Profit
  • Lack of Attribution 
 

Total circled:
____ x 3 = ____

 Total circled:
____ x 2 = ____
 Total circled:
____ x 3 = ____

 

2.  What is the nature of the copyright work to be used?

Uses in this column favor Fair Use

Uses in this column have little effect on the balance Uses in this column favor seeking permission from the copyright holder
  • Factual
  • Published
  • A Mixture of Factual and Imaginative
  • Unpublished (Right of 1st Publication 
 
  • Creative
  • Entertainment
  • Consumable Materials (Workbooks, answer sheets) 

Total circled:
____ x 3 = ____

 Total circled:
____ x 1 = ____ 
 Total circled:
____ x 3 = ____

 

3.  How much of the copyrighted work will be used?

Uses in this column favor Fair Use

Uses in this column favor seeking permission from the copyright holder

  • Small Amount
  • Amount Is Appropriate For A Favored Educational Use 
  • Large Portion Or Whole Work
  • Portion Used Is Qualitatively Substantial

Total circled:
____ x 3 = ____

Total circled:
____ x 3 = ____

Note:  The amount of material should be measured both quantatively and qualitatively.  Quantity should be evaluated relative to the length of the entire work and the amount needed.  The reproduction of an entire work weighs against fair use.  A reproduction that is relatively small, but still uses the "heart" of the work will weigh against fair use. 

 

4.  What is the effect on the market or potential market for the copyrighted work?

Uses in this column favor Fair Use

Uses in this column favor seeking permission from the copyright holder

  • After An Evaluation Of First Three Factors, Proposed use Is Tipping Towards Fair Use
  • User Owns Lawfully Acquired Copy
  • No Significant Effect On The Market Or Potential Market For The Work
  • No Similar Product Marketed By The Copyright Holder
  • Copyright Holder Unidentifiable
  • Replaces Sale Of Copyrighted Work
  • Significantly Impairs Market Or Potential Market For The Work
  • Numerous Copies Made
  • Use Makes It Publicly Accessible On The Web
 

Total circled:
____ x 3 = ____

Total circled:
____ x 3 = ____

Reproduction that substitutes for purchase of the original weighs heavily against fair use.  This factor is closely linked to the other factors.

Fair Use Determination Calculation

Uses in this column favor Fair Use

Uses in this column also favor Fair Use but carry less weight

Uses in this column have little effect on the balance  Uses in this column favor seeking permission from the copyright holder 
Total:_____ Total:_____ Total:_____ Total:_____

 

Signature:  _____________________________________________________

Date:  _________________________________________________________

 

If you have further questions regarding copyright please contact Susan Paul at Ext. 7422 or copyright@lorainccc.edu.

                              
                              

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