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Limitations and exceptions to copyright are provisions, in local
copyright law A copyright is a type of intellectual property that gives its owner the exclusive legal right to copy, distribute, adapt, display, and perform a creative work, usually for a limited time. The creative work may be in a literary, artistic, e ...
or the Berne Convention, which allow for copyrighted works to be used without a license from the copyright owner. Limitations and exceptions to copyright relate to a number of important considerations such as
market failure In neoclassical economics, market failure is a situation in which the allocation of goods and services by a free market is not Pareto efficient, often leading to a net loss of economic value.Paul Krugman and Robin Wells Krugman, Robin Wells (2006 ...
,
freedom of speech Freedom of speech is a principle that supports the freedom of an individual or a community to articulate their opinions and ideas without fear of retaliation, censorship, or legal sanction. The rights, right to freedom of expression has been r ...
, education and equality of access (such as by the visually impaired). Some view limitations and exceptions as "user rights"—seeing user rights as providing an essential balance to the rights of the copyright owners. There is no consensus among copyright experts as to whether user rights are rights or simply limitations on copyright. The concept of user rights has been recognised by courts, including the
Canadian Supreme Court The Supreme Court of Canada (SCC; , ) is the Supreme court, highest court in the Court system of Canada, judicial system of Canada. It comprises List of justices of the Supreme Court of Canada, nine justices, whose decisions are the ultimate a ...
, which classed "fair dealing" as such a user right. These kinds of disagreements in philosophy are quite common in the philosophy of copyright, where debates about jurisprudential reasoning tend to act as proxies for more substantial disagreements about good policy.


Changing technology

The scope of copyright limitations and exceptions became a subject of societal and political debate within various nations in the late 1990s and early 2000s, largely due to the impact of digital technology, the changes in national copyright legislations for compliance with
TRIPS Trip may refer to: Arts and entertainment Books Fictional characters * Trip (''Pokémon''), a ''Pokémon'' character * Trip (Power Rangers), in the American television series ''Time Force Power Rangers'' * Trip, in the 2013 film '' Metallica T ...
, and the enactment of anti-circumvention rules in response to the
WIPO Copyright Treaty The World Intellectual Property Organization Copyright Treaty (WIPO Copyright Treaty or WCT) is an international treaty on copyright law adopted by the member states of the World Intellectual Property Organization (WIPO) in 1996. It provides ...
. The
European People's Party The European People's Party (EPP) is a European political party with Christian democracy, Christian democratic, liberal conservatism, liberal-conservative, and conservative member parties. A transnational organisation, it is composed of other p ...
concluded that international instruments for the protection of copyright no longer seem capable of guaranteeing creators and investors a fair return on their activities while ensuring the public's access to information and respect for privacy. Defenders of copyright exceptions fear that technology, contract law undermining copyright law and copyright law not being amended, is reducing the scope of important exceptions and therefore harming creativity. In May 2010 a declaration entitled Copyright for Creativity was launched, stating: "While exclusive rights have been adapted and harmonised to meet the challenges of the
knowledge economy The knowledge economy, or knowledge-based economy, is an economic system in which the production of goods and services is based principally on knowledge-intensive activities that contribute to advancement in technical and scientific innovation. ...
, copyright's exceptions are radically out of line with the needs of the modern information society. The lack of harmonisation of exceptions hinders the circulation of knowledge based goods and services across Europe. The lack of flexibility within the current European exceptions regime also prevents us from adapting to a constantly changing technological environment." This ad-hoc coalition is being registered at the official EU Transparency Register in the section In-house lobbyists. Coordinator of this project runs a Brussels-based public affairs & government relations firm specialised in the online environment, that mainly mentions ''Industry'' (a.o. Google) and ''Trade Associations'' as its clients. Attempts at expansion of copyright limitations and exceptions are sometimes regarded as a threat by publishers.


Competition law / antitrust law

Copyright is typically thought of as a limited, legally sanctioned
monopoly A monopoly (from Greek language, Greek and ) is a market in which one person or company is the only supplier of a particular good or service. A monopoly is characterized by a lack of economic Competition (economics), competition to produce ...
. Because of this, copyright licensing may sometimes interfere too much in free and competitive markets. These concerns are governed by legal doctrines such as
competition law Competition law is the field of law that promotes or seeks to maintain market competition by regulating anti-competitive conduct by companies. Competition law is implemented through public and private enforcement. It is also known as antitrust ...
in the
European Union The European Union (EU) is a supranational union, supranational political union, political and economic union of Member state of the European Union, member states that are Geography of the European Union, located primarily in Europe. The u ...
,
antitrust law Competition law is the field of law that promotes or seeks to maintain market competition by regulating anti-competitive conduct by companies. Competition law is implemented through public and private enforcement. It is also known as antitrust ...
in the
United States The United States of America (USA), also known as the United States (U.S.) or America, is a country primarily located in North America. It is a federal republic of 50 U.S. state, states and a federal capital district, Washington, D.C. The 48 ...
, and anti-monopoly law in
Russia Russia, or the Russian Federation, is a country spanning Eastern Europe and North Asia. It is the list of countries and dependencies by area, largest country in the world, and extends across Time in Russia, eleven time zones, sharing Borders ...
and
Japan Japan is an island country in East Asia. Located in the Pacific Ocean off the northeast coast of the Asia, Asian mainland, it is bordered on the west by the Sea of Japan and extends from the Sea of Okhotsk in the north to the East China Sea ...
. Competition issues may arise when the licensing party unfairly leverages market power, engages in
price discrimination Price discrimination (differential pricing, equity pricing, preferential pricing, dual pricing, tiered pricing, and surveillance pricing) is a Microeconomics, microeconomic Pricing strategies, pricing strategy where identical or largely similar g ...
through its licensing terms, or otherwise uses a licensing agreement in a discriminatory or unfair manner. Attempts to extend the
copyright term The copyright term is the length of time copyright subsists in a work before it passes into the public domain. In most of the world, this length of time is the life of the author plus either 50 or 70 years https://w.wiki/ETPJ. Length of copyright ...
granted by law – for example, by collecting
royalties A royalty payment is a payment made by one party to another that owns a particular asset, for the right to ongoing use of that asset. Royalties are typically agreed upon as a percentage of gross or net revenues derived from the use of an asset or ...
for use of the work after its copyright term has expired and it has passed into the
public domain The public domain (PD) consists of all the creative work to which no Exclusive exclusive intellectual property rights apply. Those rights may have expired, been forfeited, expressly Waiver, waived, or may be inapplicable. Because no one holds ...
– raise such competition concerns. In April 1995, the US published "Antitrust Guidelines for the licensing of Intellectual Property" which apply to
patents A patent is a type of intellectual property that gives its owner the legal right to exclude others from making, using, or selling an invention for a limited period of time in exchange for publishing an sufficiency of disclosure, enabling discl ...
, copyright, and
trade secrets A trade secret is a form of intellectual property (IP) comprising confidential information that is not generally known or readily ascertainable, derives economic value from its secrecy, and is protected by reasonable efforts to maintain its conf ...
. In January 1996, the
European Union The European Union (EU) is a supranational union, supranational political union, political and economic union of Member state of the European Union, member states that are Geography of the European Union, located primarily in Europe. The u ...
published Commission Regulation No. 240/96 which applies to patents, copyright, and other intellectual property rights, especially regarding licenses. The guidelines apply ''
mutatis mutandis ''Mutatis mutandis'' is a Medieval Latin phrase meaning "with things changed that should be changed" or "once the necessary changes have been made", literally: having been changed, going to be changed. It continues to be seen as a foreign-origin ...
'' to the extent possible. The interplay of copyright law and competition law is increasingly important in the digital world, as most countries' laws allow private contracts to over-ride copyright law. Given that copyright law creates a legally sanctioned
monopoly A monopoly (from Greek language, Greek and ) is a market in which one person or company is the only supplier of a particular good or service. A monopoly is characterized by a lack of economic Competition (economics), competition to produce ...
, balanced by "limitations and exceptions" that allow access without the permission of the copyright holder the over-riding of copyright law by private contracts can create monopoly activity. Well known limitations and exceptions include
fair dealing Fair dealing is a limitation and exception to the exclusive rights granted by copyright law to the author of a creative work. Fair dealing is found in many of the common law jurisdictions of the Commonwealth of Nations. Fair dealing is an e ...
in the UK and
Canada Canada is a country in North America. Its Provinces and territories of Canada, ten provinces and three territories extend from the Atlantic Ocean to the Pacific Ocean and northward into the Arctic Ocean, making it the world's List of coun ...
, as well as the
fair use Fair use is a Legal doctrine, doctrine in United States law that permits limited use of copyrighted material without having to first acquire permission from the copyright holder. Fair use is one of the limitations to copyright intended to bal ...
doctrine in the US. The undermining of copyright law, and in particular limitations and exceptions to copyright by
contract law A contract is an agreement that specifies certain legally enforceable rights and obligations pertaining to two or more Party (law), parties. A contract typically involves consent to transfer of goods, Service (economics), services, money, or pr ...
is an issue frequently raised by libraries, and library groups such as
International Federation of Library Associations and Institutions The International Federation of Library Associations and Institutions (IFLA) is an international body representing the interests of people who rely on Library, libraries and information professionals. A non-governmental, not-for-profit organizati ...
. As a result of this, this issue is increasingly being looked at and discussed at a national governmental level e.g. UK as well as international level such as
WIPO The World Intellectual Property Organization (WIPO; (OMPI)) is one of the 15 specialized agencies of the United Nations (UN). Pursuant to the 1967 Convention Establishing the World Intellectual Property Organization, WIPO was created to pr ...
– as part of the Development Agenda.


International legal instruments

Limitations and exceptions are also the subject of significant regulation by global treaties. These treaties have harmonized the exclusive rights which must be provided by copyright laws, and the
Berne three-step test In international law, the Berne three-step test is a clause that is included in several international treaties on intellectual property. Signatories of those treaties agree to standardize possible limitations and exceptions to exclusive rights u ...
operates to constrain the kinds of copyright exceptions and limitations which individual nations can enact. On the other hand, there are very few requirements in international copyright treaties placed on national governments to provide any exemptions from exclusive rights. One such case is Article 10(1) of the Berne Convention, which guarantees a limited right to make quotations from copyrighted works. Because of the lack of balance in international treaties in October 2004, WIPO agreed to adopt a significant proposal offered by
Argentina Argentina, officially the Argentine Republic, is a country in the southern half of South America. It covers an area of , making it the List of South American countries by area, second-largest country in South America after Brazil, the fourt ...
and
Brazil Brazil, officially the Federative Republic of Brazil, is the largest country in South America. It is the world's List of countries and dependencies by area, fifth-largest country by area and the List of countries and dependencies by population ...
, the "Proposal for the Establishment of a Development Agenda for WIPO" also known simply as the "Development Agenda" - from the Geneva Declaration on the Future of the World Intellectual Property Organization. This proposal was well supported by developing countries. A number of civil society bodies have been working on a draft Access to Knowledge, or A2K, Treaty which they would like to see introduced.


National laws

Two important examples of limitations and exceptions to copyright are the
fair use Fair use is a Legal doctrine, doctrine in United States law that permits limited use of copyrighted material without having to first acquire permission from the copyright holder. Fair use is one of the limitations to copyright intended to bal ...
doctrine found in the United States, and the
fair dealing Fair dealing is a limitation and exception to the exclusive rights granted by copyright law to the author of a creative work. Fair dealing is found in many of the common law jurisdictions of the Commonwealth of Nations. Fair dealing is an e ...
doctrine found in many other
common law Common law (also known as judicial precedent, judge-made law, or case law) is the body of law primarily developed through judicial decisions rather than statutes. Although common law may incorporate certain statutes, it is largely based on prece ...
countries. Other more fundamental boundaries of copyright are caused by thresholds of originalities l, a threshold below which objects cease to be copyrightable, the idea-expression dichotomy, the
public domain The public domain (PD) consists of all the creative work to which no Exclusive exclusive intellectual property rights apply. Those rights may have expired, been forfeited, expressly Waiver, waived, or may be inapplicable. Because no one holds ...
and the effect of
Crown copyright Crown copyright is a type of copyright protection. It subsists in works of the governments of some Commonwealth realms and provides special copyright rules for the Crown, i.e. government departments and (generally) state entities.Judge, E. F. (201 ...
. Even copyright maximalists might interpret these as ''defining'' copyright, rather than being "limitations" or "exceptions" to it. In addition copyright can only protect the artist's expression of his/her work and not the ideas, systems, or factual information conveyed in it. Likewise, the U.S. courts have determined that
stock character A stock character, also known as a character archetype, is a type of character in a narrative (e.g. a novel, play, television show, or film) whom audiences recognize across many narratives or as part of a storytelling tradition or convention. Th ...
s are also uncopyrightable. While
fair use Fair use is a Legal doctrine, doctrine in United States law that permits limited use of copyrighted material without having to first acquire permission from the copyright holder. Fair use is one of the limitations to copyright intended to bal ...
in the United States is popularly understood as the only limitation to an author's exclusive rights, it is only one of several important limitations. Section 106 of the U.S. copyright law, which define
the exclusive rights in copyrighted works
is subject t

which limit the copyright holder's exclusive rights. In the U.S. in stark contrast to those copyright laws which have developed from
English law English law is the common law list of national legal systems, legal system of England and Wales, comprising mainly English criminal law, criminal law and Civil law (common law), civil law, each branch having its own Courts of England and Wales, ...
, edicts of government are not subject to copyright, including edicts of foreign governments. In Canada, items deemed ''useful articles'' such as clothing designs are exempted from copyright protection under the ''
Copyright Act Copyright Act (with its variations) is a stock short title used for legislation in Australia, Canada, Hong Kong, India, Malaysia, New Zealand, the United Kingdom and the United States relating to the copyright. The Bill for an Act with this short t ...
'' if reproduced more than 50 times.
Fast fashion Fast fashion is the business model of replicating recent catwalk trends and High fashion, high-fashion designs, mass production, mass-producing them at a low cost, and bringing them to retail quickly while demand is at its highest. The term ''fast ...
brands may reproduce clothing designs from smaller companies without violating copyright protections.


See also

* Berne Convention *
Fair dealing Fair dealing is a limitation and exception to the exclusive rights granted by copyright law to the author of a creative work. Fair dealing is found in many of the common law jurisdictions of the Commonwealth of Nations. Fair dealing is an e ...
*
Fair use Fair use is a Legal doctrine, doctrine in United States law that permits limited use of copyrighted material without having to first acquire permission from the copyright holder. Fair use is one of the limitations to copyright intended to bal ...
* Freedom of panorama *
Right to quote Right to quote or right of quotation or quotation right is one of the copyright exceptions provided by the Berne Convention, article 10: "It shall be permissible to make quotations ... provided that their making is compatible with fair practice, ...
*
Copyright law of the European Union Copyright law within the European Union is largely harmonized, although differences between member states exist. The body of law was implemented in the EU through a number of directives, which the member states need to enact into their nation ...
**The
Information Society Directive The Copyright and Information Society Directive 20012001/29 is a directive in European Union law that was enacted to implement the WIPO Copyright Treaty and to harmonise aspects of copyright law across Europe, such as copyright exceptions. ...
lists most limitations and exceptions available to the European Union member states


References


Further reading

* {{DEFAULTSORT:Limitations And Exceptions To Copyright Copyright law Intellectual property law