The exception to the protection of Copyright, Fair dealing or Fair use depending
on the jurisdiction, is the most troublesome aspect of the Copyright regime. The
doctrine of fair dealing or use is left open to court's discretion to interpret
and adjudicate the threshold of it. Because of the vagueness in the difference
fair dealing and stakes of the copyright holders, the line of threshold between
bona fide and mala fide use of doctrine is undecided.
The watershed moment of Indian copyright regime took place because of the
controversial legal action taken by three publishers against a photocopy shop of
Delhi University. The research paper sets its goal on understanding the doctrine
of fair dealing through the lens of DU photocopy case by critically analyzing
the question:
- Has court erred the meaning of Copyright Protection providing limitless use of
doctrine of fair dealing under exception?
- After this judgement, is Fair dealing a right or an exception in India?
In response to the question, we will be critically analyzing DU's photocopy case
judgement in regards whether the factors upon which the decision was taken, is
in the same direction as the purpose and aim of the Copyright protection.
Introduction
Since the advent of photocopying machine in 1954, photocopying has become more
trouble- free making copies easily accessible to everyone at much lower expense.
However, the Intellectual Property Rights are considered to be 'double-barreled'
right where it provides protection to human incentiveness to create or invent
work or art and at the same time makes the work or creation contribute to the
progress of the society without making the protection absolute.
The need of balance between the protectional right of the author and the needs
of the society at large regulations are made under Copyright Law. Thus,
protection is being regulated through direct implementation of Copyright Laws
and society's right to access is kept in check through limitations or exceptions
provided along it.
The doctrine of Fair Dealing is then conceptualized to keep a
check on both sphere of Copyright. Fair use or dealing which is regulated as an
exception to protection achieve the economic aspect of copyright. It authorizes
the reproduction or use the copyrighted work without infringing author's right.
The Economic Jurisprudence Of Copyright And Fair Use
The Intellectual Property deals with two distinct characteristics, the private
rights of the copyright owner and the need for dissemination of knowledge.
However, the social purpose of the copyright was "protection of copyright and
related rights is to encourage and reward creative work."
This permits the works
to be used without exhausting one's incentiveness and thus safeguarding the
right of the author setting rationale behind the Copyright protection. Thus, 'market system' set-up helps the copyright owners, publishers, inventors
and society to enter into commercial transaction to disseminate creative works
and provide
incentives for the creation
The right holders are also the stakeholder in market who are able to internalize
their incentive for the creation in result of achieving maximum social welfare
as well as the interest of the right holders. Fair dealing comes to play where
the market fails to provide the social welfare aimed to achieve. It has been
determined by authors on various context most popular is the result of market
failure.
Arising because of the imbalance caused in the market by the right
holders demanding a impractical deal affecting the modern economic system and
human development that hinges on cost reduction. In such cases, the doctrine of
fair dealing assures the permit of using copyright material in effective way
thus reducing the transactional cost of the user , serving the social welfare
aim.
Fair use, as varyingly determined by different jurisdiction but on the most
commonly accepted basic it is divided into two categories:
Fair dealing where the statue lays down defined permissible use compartments.
'Fair use test' which incorporates four factors.
The 'fair use test' is used in US Courts basing on four factors, which with time
are being heavily relied on by courts of other jurisdictions as the determining
factor:
- Purpose of use.
- Nature of work copyrighted
- Percentage of copyright material used.
- Effect on market value of
copyrighted material.
In Campbell v. Acuff-rose Music, the US Supreme court held fair dealing to be an
exception or a defence covered under Copyright. However, in CCH Canadian Ltd. V.
Law Society of Upper Canada held it to be a right of the user than an exception
to copyright protection. In regards to the interpretation of Doctrine of Fair
dealing in India, the calculation is yet to be settled because of conflicting
views over the years. Section 52 of Indian Copyright Act reads as, " The
following acts shall not constitute an infringement of copyright", thus
establishing a narrow and restrictive approach in interpreting it as an
exception.
Copyright is a negative right and allowing an exception amounts to a positive
right available for the public at large. The burden of proof is always upon the
person whose work is a copyrighted material infringed by defendant's use. In R.G.
Anand v. Deluxe Films, the court held no copyright infringement was done because
the plaintiff subsequently failed to prove infringement of his works was done
through defendant's play. This explains the doctrine of fair dealing granted
public the right to use the copyrighted work without causing infringement of the
work.
The DU Photocopy Case Study
Case Study of:
The Chancellor, Masters & Scholars of University of Oxford and
Ors. V. Rameshwari Photocopy Services and Ors.
Background of the case: A case was filed in the Delhi High Court by three
International publishers, Oxford University Press, Cambridge University Press,
and Taylor and Francis, against the infringement done by Rameshwari, a shop
licensed of photocopying within the premises of University of Delhi. The shop
used to provide 'course packs', a collective bundle of small volumes of material
from various authors packed into one book made in accordance to the course of
Economics to meet the need of the students. In October 2012, the court issued a
temporary injunction against the shop preventing it from selling any further
copies until the complete settlement of the dispute.
Facts of the case:
- Rameshwari Photocopy Service is a shop licensed by the University of Delhi
to provide and facilitate materials for student's education and research.
- The Economics professors authorized the shop to prepare 'course packs'
containing small volumes of varies authors.
- Percentage of copyrighted material used : 8.81%
- Average price of the book: INR 2542, Highest Price: INR 15,889.
- The shop was instructed through Professors to sell it at 50p per page
- 2012, the publishers filed an infringement of copyrighted material
against Rameshwari photocopy service and Delhi University.
- Legislations Involved: Section 52 (1) (a), Section 52 (1) (i), Section 52
(1) (h) of the Copyright Act, 1957.
Arguments Advanced:
Plaintiffs:
The Plaintiff argued that the Rameshwari photocopy service shop used to copy
fragments of their copyrighted work building a 'course pack' amount to
infringement of copyright.
The argued that it was the Professors of the Delhi School of Economics, issuing
the books through library to Rameshwari Photocopy service shop.
They also argued that the shop made it's profit functioning commercially by
selling it at 50p per page in place of 25p per page charged at other photocopy
shops.
They also argued the making of a course pack devoid them, the publishers, the
right to entitlement of rewards attached to their copyrighted material, as the
market would drop because of the availability of course packs photocopied.
They argued that even if reproduction was done keeping in mind of the doctrine
of fair dealing, Section 52 (1) (i), instructed by a teacher or pupil in the
course of instruction, then this would directly cancel the purpose of Section 52
(1) (h) which stresses on bona fide intention of copyrighted material providing
not more than two passages from the work to be used.
If the University really wanted to make materials easily affordable for
educational purpose of the students then it can take license from IRRO ( Indian
Reprographic Rights Association.)
Defendants:
The Rameshwari Photocopy service shop took defence under the Doctrine of Fair
Dealing in Section 52 (1) (a) and (i) stating that the students will not be able
to afford all the books listed under the syllabi of Economics School of Delhi
and thus photocopied it for educational purpose only.
They pleaded that they are a licensed shop and were acting in a manner
instructed by the Professors of the University and not by themselves.
The pleaded that they were charging rates as decided in the License Deed between
the Delhi School of economics and The Rameshwari Photocopy Service shop.
They argued that term 'two passage only' maybe copied, doesn't limit or apply to
Section 52(1) (i) used by educational institutions.
They argued that the limitation applied to the 'publication' of such works and
not 'reproduction' of such works. Publication implies on making a work public (
referred in section-3) whereas the reproduction narrows the scope to only
students and academic purpose.
Judgement.
Decision by Single Judge Bench.
Rajiv Sahai Endlaw J held that copyright is a statutory right granted under the
Copyright Act of 1957 and photocopying fragments from books and making it
available to the students enrolled in university, clearly for educational
purpose, did not amount to copyright infringement. The ' course packs'
photocopied by the Service shop has immunity against the statutory right as an
exception stated under Section 52. The court also held that 'reproduce the work'
u/section- 14(a) (i) includes photocopy as well. Thus the supply of copies
enjoys immunity.
Decision of the Division Bench: The division bench comprising of Pradeep
Nandrajog J and Yogesh Khanna J, sent back the matter to be decided by the
single judge bench.
Endlaw J explained copyright "Copyright, especially in literary works, is thus
not an inevitable, divine, or natural right that copyright confers on authors
the absolute ownership of their creations. It is designed rather to stimulate
activity and progress in the arts for the intellectual enrichment of the public.
Copyright is intended to increase and not to impede the harvest of knowledge. It
is intended to motivate the creative activity of authors and inventors in order
to benefit the public."
Reason of the Judgement:
The legal deductions in the judgement which forms the real crux is in the favour
of the University. The judgement upholds the doctrine of Fair dealing under
Section52 of the Copyright Act, allowing the sale of photocopied course packs
from Rameshwari Photocopy Service Shop.
The judgement clarified:
The photocopied course packs did not affect the market of the Copyrighted
material as it was freely available in the Library of the university for the use
of the students. Therefore the books did not face any competition.
The purpose of copyright infringement outweighs the infringement itself. The
test of fairness is qualitative and not quantitative.
The course pack was provided only to the students with Universities ID and not
to the general public.
It did not count to be a copyright infringement because the book is made
available to the students through library, which make them accessible to the
copyrighted material and make copies of it for academic use without infringing
copyright protection.
Analysis Of The Judgement.
The judgement that circle arounds the Section 52 of the Copyright Act, 1957,
permitting the reproduction of works through copying or photocopying as well for
educational and academic purpose only is held legal. The doctrine of Fair
dealing, gives an exhaustive approach and anything not falling under that would
directly amount to copyright infringement.
The statutory interpretation of the case arises questions on how to determine
the threshold of Fair dealing and if providing limitless use under this doctrine
still keep the intention a bona fide one and not change to mala fide ?
Analysing this question the court completely deviated from the universal four
factor test of Fair use and constructed another one for itself. The determinants
used while testing the threshold of Fair Dealing are: purpose, nature,
percentage of work and its effect on the market. The new interpretation of this
doctrine narrowed down the protection granted under the copyright which can be
easily override limitless under the veil of educational purposes. The academics
including the teachers or professors to students are given the limitless power
to use the copyrighted material without any limitation and to any extend until
it serves the purpose. The new balance of rights and exception in this judgement
sounds absurd for various reasons.
The limitless use of copyrighted material seems like a very grey area to decide
where the learning use actually ends. Furthermore this interpretation makes very
hard to understand the difference of bona fide and mala fide fair use of the
copyrighted works. The undefined line between this right and exception makes the
purpose of copyright protection ab initio. The fact that the very protection
does exists but is subsequently suspended against the right of fair users. The
judges proposes the absence of absolute copyright protection and that this
protection is merely a statutory right. Implying there's no infringement as the
right is not absolute.
The judge's interpretation can give way to individual teachers and students are
puzzling. If the same has to be interpreted then any work can be photocopied or
reproduce in anyway under the pretext of educational purpose and if this the
scenario cannot it be deduced no protection lies against the authors who work in
the educational field. He proceeds to explain photocopying and taking images on
cell phones results in the same infringement if the course packs sums to
infringement of copyright protection.
The judge took a broader view of the fair use interpretation giving examples of
the expansion of Section 52 however such amendments are yet to be applied. Thus
pointing out that there lies no difference in the fact that student photocopying
copyrighted works is similar to the action taken by the University authorities
to provide students with a course pack.
This interpretation was appealing but it just limits itself to the fact of
balance between right holders and welfare of the student. However, there is a
need of better interpretation and a clear defined threshold of Fair use. The
judges as well as the legislature needs to consider the limitless interpretation
of fair use doctrine will somewhere and somehow affect the incentive behind the
works produce and thus set some ground minimal threshold for the protection of
copyright like the four factors test and uphold the soul of the copyright
protection.
This judgement also rises question on the paradigm shift of the Doctrine of Fair
use exception to a right. The judge stressingly speaks of how the public welfare
importance outweighs the right conferred to a copyright holder. The question of
such interpretation sets how unclear is India's copyright regime in respect of
this conflict. The unsettled confusion of fair use as an exception or a user's
right is clearly expressed in this judgement.
The manner the court interpreted this would gravely and directly affect the
market system of educational works and books to be published in Indian system.
The judge focused more on the part of the affordability of the work and stressed
on the point how this will be useful for the county to progress, which gravely
affects the economic standard of the defendants 16.
There were no consideration to the visible loss of the plaintiff's reward and
the loss caused to the plaintiff was discarded by fact of low purchasing power
of the student to be completely unsustainable. This was held without any proper
reasoning or calculative finding. Critically analysing the damage involved and
the quantum of photocopying involved a economically evidence was necessary. The
court also overlooked on the fact that such copies is even preventing the
college to purchase the work rightly.
From this we can conclude that there lies no hardships for the academic
institution to limitlessly reproduce the work and sell multiple copies, without
repeating the purchase, protecting everyone but the publishers and authors. This
leaves for the concept of buying one book and legally producing copies of it in
Institutions under the shadow of educational purposes. This definitely kills the
incentive of the academic works to be purchased and upholds the indirect
prioritizing concept of profit making.
Conclusion
This landmark judgement shows the free flow of information and information to be
easily accessible to the academic purpose. It is also important in terms how it
expanded the interpretation of the fair use. The judgement sets precedent on
very straight fact that the user's right if rightly justified can override the
statutory protection provided by Copyright.
This judgement could tried to build a very balanced approach between the
exception and the rule. A new approach balancing rights of both the right holder
and user's, directions as to acceptable extent of copyright. One-sided precedent
set will hence forth depower the protection under copyright. Fair use needs to
be built and rechecked with growing globalization and legislative reforms needs
to ensure the shift.
References:
- Henry P. Tseng, Ethical aspects of photocopying as they pertain to the
library, the user and the owner of copyright, (1979).
- R. Posner, Economic Analysis Of Law
- Indian Copyright Act, 1957.
- Stanley M. Besen & Leo J. Raskind, An Introduction to the Law and
Economics of Intellectual Property.
- Louis Kaplow & Steven Shavell, Fairness Versus Welfare.
- Wendy J. Gordon, Fair Use as Market Failure: A Structural and Economic
Analysis of the Betamax Case and Its Predecessors
- Matthan, R., Narendran N., Fair Dealing of Computer Programs in India.
- Fair Dealing in Copyrights: Is the Indian law competent enough to meet
the current challenges?, https://www.mondaq.com/india/copyright/299252/fair-dealing-in-
copyrights-is-the-indian-law-competent-enough-to-meet-the-current-challenges
, accessed on 20.10.2021
- The New Copyright Law: Photocopying for Educational Use, Jstor, https://www.jstor.org/stable/40225000?seq=1#page_scan///-tab_contents
, accessed on 22.10.2021
- Critical Analysis Of The Fair Dealing Provision As Under India's
Copyright Law, https://www.legalserviceindia.com/legal/article-4831-critical-analysis-of-the-fair-
dealing-provision-as-under-india-s-copyright-law.html, accessed on
20.10.2021
- Comment: DU photocopying case, https://juriscentre.com/2021/04/12/comment-du-
photocopying-case/, accessed on 22.10.2021
- Messiah of Education- The Delhi University Photocopy Case. https://www.lexorbis.com/messiah-of-education-the-delhi-university-photocopy-
case/, accessed on 22.10.2021
- University of Oxford vs. Rameshwari Photocopy An Analysis. https://lawtimesjournal.in/university-of-oxford-vs-rameshwari-photocopy-services-
an-analysis/, accessed on 25.10.2021.
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