0. ๐Ÿ“š Pre-Class Readings & Resources

๐Ÿ“‹ Reading Structure

Required for All Students: Core foundational readings (~30 minutes)

Choose Your Focus: One additional area for deeper exploration (~25 minutes)

Total estimated time: ~55 minutes

๐Ÿ“‹ Required Readings - All Students

๐Ÿ“š Essential Foundation - Everyone Reads These

Please complete all three readings below before class:

Why these are important: Constitutional foundation, basic copyright mechanics, and the key precedent on human creativity with technology.

Total reading time: About 27 minutes

๐ŸŽฏ Choose Your Focus Area - PICK ONE (~25 minutes)

๐Ÿค– Focus A: AI & Copyright (Choose this for cutting-edge tech issues)

Focus questions: Can AI be an "author"? How should we analyze human-AI collaboration?

๐Ÿ“š Focus B: Fair Use & Literary Parody (Choose this for literary applications)

Focus questions: When can you build on existing literature? What makes literary parody "transformative"?

โš–๏ธ Focus C: Constitutional Issues (Choose this for legal theory/policy)

Focus questions: Are copyright terms really "limited"? How should we interpret constitutional purpose?

๐Ÿ” Additional Free Resources

๐Ÿ“– Free Case Law & Government Sources

๐ŸŽฏ Free Interactive & Educational Tools

๐Ÿ“Š We Built a Better Public Domain Calculator!

Fed up with Flash-based calculators that don't work anymore? We created a modern, mobile-friendly public domain calculator that works on all devices - no plugins required!

Try it now: danielle-teagarden.github.io/public-domain-calculator

  • โœ… Works on phones, tablets, and computers
  • โœ… No Flash or plugins needed
  • โœ… Based on Cornell's authoritative copyright chart
  • โœ… Open source and free forever

Created as part of our commitment to accessible legal education tools.

๐Ÿ’ก Supporting Open Legal Access

Why Court Listener? This presentation prioritizes Court Listener and other resources from the Free Law Project โ€“ a non-profit dedicated to creating high-quality, open legal information. By using their platform, we support:

  • Free access to justice - No paywalls for legal information
  • Open legal data - APIs and bulk downloads for researchers
  • Innovative legal tools - RECAP, SCALES, and other projects
  • Sustainable funding model - Donations, not advertising or fees

Just as Public Sans represents open access to government design, Court Listener represents open access to legal information.

1. ๐Ÿง  Introduction to Intellectual Property: The Legal Landscape

Before diving into copyright specifics, let's understand the broader intellectual property ecosystem. We'll explore each type of protection through a storytelling lens, seeing how they evolved to meet different creative and business needs.

๐Ÿ—บ๏ธ The IP Landscape: A Roadmap

Four Types of Protection, Four Different Stories

Each type of intellectual property emerged to solve specific problems in protecting human creativity and innovation:

  • ๐Ÿ“œ Patents: The oldest - protecting inventions by requiring disclosure
  • ๐Ÿค Trade Secrets: The alternative - protecting through secrecy
  • โ„ข Trademarks: The commercial - protecting brand identity in the marketplace
  • ๐Ÿ“„ Copyright: The expressive - protecting creative works and literature
  • ๐ŸŽญ Right of Publicity: The personal - protecting individual identity (especially strong in Indiana!)

Let's tell the story of each, and see how they work together and sometimes compete.

๐Ÿ“œ The Patent Story: Disclosure for Protection

โš™๏ธ Patents: "Teach the World, Get 20 Years"

The Deal: Inventors get temporary monopoly in exchange for teaching everyone how the invention works.

๐ŸŽฏ What Patents Protect:
  • Inventions: Machines, processes, compositions of matter
  • Requirements: Novel + non-obvious + useful
  • Examples: Drug formulations, software algorithms, mechanical devices
โฐ The Patent Bargain:
  • Duration: 20 years from filing
  • Requirement: Full public disclosure of how it works
  • Result: After 20 years, anyone can use the invention
  • Authority: Federal law (35 U.S.C.) - Patent Office

Why 20 years? Enough time to recoup R&D investment, but not so long that innovation stagnates. The goal is to encourage disclosure, not create permanent monopolies.

๐Ÿค The Trade Secret Story: Protection Through Secrecy

๐Ÿ”’ Trade Secrets: "Keep It Secret, Keep It Forever"

The Alternative Deal: Don't file for a patent - just keep it secret. You can have protection forever, but if anyone figures it out independently, you lose.

๐ŸŽฏ What Trade Secrets Protect:
  • Confidential information: Formulas, processes, customer lists
  • Requirements: Economic value + secrecy measures
  • Classic Example: Coca-Cola formula (120+ years secret!)
โš–๏ธ The Trade Secret Trade-off:
  • Duration: Potentially forever
  • Vulnerability: Lost if disclosed or independently discovered
  • No filing required: Protection starts immediately
  • Authority: State law (Uniform Trade Secrets Act)

Strategic Choice: Patent vs. Trade Secret? Coca-Cola chose secrecy over the 20-year patent limit. Google's search algorithm? Also secret.

โ„ข The Trademark Story: Your Brand in the Marketplace

๐Ÿช Trademarks: "Use It in Commerce, Keep It Forever"

The Commercial Deal: If you use a distinctive mark in commerce, you can protect it as long as you keep using it.

๐ŸŽฏ What Trademarks Protect:
  • Brand identifiers: Words, logos, colors, sounds, even smells
  • Purpose: Prevent consumer confusion in marketplace
  • Examples: Nike swoosh, "Just Do It," McDonald's golden arches
โ™พ๏ธ The Trademark Advantage:
  • Duration: Potentially forever (with continued use)
  • Registration: Optional but helpful
  • Scope: Only within relevant product/service categories
  • Authority: Federal (Lanham Act) + state common law

The Forever Protection: Unlike patents and copyrights, trademarks don't expire. Coca-Cola has had trademark protection for over 130 years!

๐Ÿ“„ The Copyright Story: Creative Expression Protected

โœ๏ธ Copyright: "Create It, Own It (For a Very Long Time)"

The Creative Deal: Write, compose, photograph, or otherwise create original expression, and you automatically get exclusive rights.

๐ŸŽฏ What Copyright Protects:
  • Original expression: Books, songs, movies, photographs, software code
  • Requirements: Originality + fixation in tangible form
  • Automatic: No registration required (since 1989)
๐Ÿ“… The Copyright Timeline:
  • Individual works: Life of author + 70 years
  • Corporate works: 95 years from publication
  • Anonymous/pseudonymous: 95 years from publication
  • Authority: Federal law (17 U.S.C.)

The Focus of Our Course: Copyright is the IP most relevant to literature, journalism, and creative expression. It's also the most debated in terms of duration and scope.

๐ŸŽญ The Right of Publicity Story: Indiana's Special Connection

โญ Right of Publicity: "Your Image, Your Choice"

The Personal Deal: Your name, likeness, and persona have commercial value - and you control how they're used.

๐ŸŽฏ What Right of Publicity Protects:
  • Personal identity: Name, likeness, voice, signature, persona
  • Commercial use: Advertising, merchandise, endorsements
  • Duration: Varies by state (life + up to 100 years)
  • Authority: State law - no federal right of publicity

๐ŸŒฝ Why Indiana? The James Dean Factor

James Dean: Indiana's Most Famous Son

Born: February 8, 1931, Marion, Indiana
Raised: Fairmount, Indiana
Famous for: Rebel Without a Cause, East of Eden, Giant
Died: September 30, 1955 (age 24)
Legacy: Indiana protects his publicity rights posthumously

Right of Publicity: Dean's estate controls commercial use of his name and likeness under Indiana law, demonstrating how these rights can outlive the person

Indiana Code ยง 32-36: One of the strongest right of publicity statutes in the nation.

๐ŸŒŸ Indiana's Famous Personalities Protected by Right of Publicity:
Larry Bird at Indiana State University
๐Ÿ€ Larry Bird

Basketball legend, Indiana State University

David Letterman with President Obama - cropped to show Letterman
๐Ÿ“บ David Letterman

Talk show host, born Indianapolis

๐ŸŽญ
James Dean

Actor, Fairmount (shown above)

๐Ÿ’ฐ Why This Matters

Each of these Indiana natives' names and likenesses have commercial value. Without right of publicity protection, anyone could use Larry Bird to sell basketball shoes or David Letterman to advertise comedy shows without permission or payment.

๐Ÿค” Discussion Question

Why might Indiana have developed such strong right of publicity laws?

Consider these possibilities (some are speculation - what do you think?):

  • Economic incentive to attract entertainment industry?
  • Protecting famous Hoosiers like James Dean, Larry Bird, David Letterman?
  • General cultural emphasis on property rights and inheritance?
  • Competition with California and New York entertainment law?
  • Specific industry lobbying or case that prompted legislation?
  • Something else entirely?
Class discussion - 5 minutes

โš–๏ธ Federal vs. State Law: Constitutional Structure & Supremacy

๐Ÿ›๏ธ Constitutional Framework: Why Federal Law Often Controls

The Supremacy Clause (Article VI) makes federal law supreme over state law when both apply to the same subject matter. Here's how this plays out in IP:

๐Ÿ‡บ๐Ÿ‡ธ Federal Authority & Preemption
  • Copyright: Article I, ยง 8, cl. 8 ("Progress Clause")
  • Patents: Same constitutional source
  • Trademarks: Commerce Clause authority
  • Copyright Preemption (ยง 301): Preempts state laws protecting rights "equivalent" to copyright for fixed, original works
  • Patent Preemption: Generally field preemption - federal law occupies the entire field
  • Trademark Coexistence: State common law trademark rights can coexist with federal registration
Example: A state cannot create copyright-like protection for fixed works, but can protect unfixed performances, trade secrets, and common law trademarks.
๐Ÿ  State Authority (Not Preempted)
  • Trade Secrets: Traditional state law domain
  • Right of Publicity: State law protection
  • Contract Law: Licensing agreements, NDAs
  • Unfair Competition: State common law
  • Common Law Trademarks: State protection for unregistered marks
  • Unfixed Works: Live performances, speeches not reduced to tangible form
  • Anti-Bootlegging Laws: State laws protecting live musical performances
Key Insight: States can protect what copyright doesn't cover - unfixed works, different types of rights (like publicity), and provide additional remedies that don't conflict with federal law.

๐ŸŒŸ Right of Publicity: Indiana's Cutting-Edge Approach

๐Ÿ€ Why Indiana? From Larry Bird to Legal Leadership

Indiana isn't just the home of basketballโ€”it's also a national leader in right of publicity law. The state recognized early that celebrity personas have economic value worth protecting.

๐Ÿ“œ Indiana Code 32-36 (Right of Publicity Act)

What it protects: A person's name, voice, signature, photograph, image, likeness, distinctive appearance, gestures, or mannerisms.

๐Ÿ”‘ Key Features Making Indiana Law Strong:
  • 100-year post-mortem protection - One of the longest in the nation
  • Broad definition - Covers "personality" beyond just name/likeness
  • Commercial use focus - Protects against unauthorized commercial exploitation
  • Descendible rights - Can be inherited and transferred
  • Registration system - Optional but provides additional protections
๐ŸŽฏ Practical Applications in Indiana:
Celebrity Endorsements: Using Michael Jackson's image on products without permission would violate Indiana law (his estate maintains rights).
Sports Merchandise: Creating "unofficial" Peyton Manning jerseys using his likeness could violate right of publicity.
Historical Figures: Using James Dean's image (Indiana native) in commercials requires permission from his estate.
Local Celebrities: Even regional public figures may have publicity rights in their personas.
โš–๏ธ First Amendment Considerations

Right of publicity law must balance personality rights against free speech. Indiana courts recognize several important limitations:

  • News reporting - Protected use of names/likenesses in journalism
  • Artistic expression - Transformative use in art may be protected
  • Commentary and criticism - Protected under fair comment doctrine
  • Incidental use - Brief appearances may not trigger liability
๐Ÿค” Constitutional Analysis Challenge

Thinking Question: If Indiana passed a law saying that copyright in songs by Indiana artists lasts 200 years instead of the federal life+70 rule, would this law be constitutional? Why or why not?

โฑ๏ธ The Term Disparity: Why Copyright Lasts So Much Longer Than Patents

๐Ÿ’ฐ The Economic Logic Problem

One of the most puzzling aspects of IP law is the dramatic difference in protection terms:

๐Ÿ“Š Compare the Terms:
  • Patents: 20 years from filing
  • Copyright: Life of author + 70 years (or 95 years for corporate works)
  • Reality check: A drug that costs $2.6 billion to develop gets 20 years; a poem written in an afternoon gets 120+ years

๐Ÿ“– Why This Disparity? An Honest Analysis

The truth is: We're not entirely sure, and it may not be logical. Here are the factors at play:

๐Ÿ›๏ธ Different Historical Development:
  • Copyright: Evolved from printing monopolies and author's rights movements
  • Patents: Developed from craft guilds and invention disclosure systems
  • Different lobbying power: Entertainment industry vs. tech/pharma industries
๐Ÿ’ก Possible Justifications (Though Debatable):
  • Patents require disclosure: Inventors must teach the public how to make/use the invention
  • Copyright works don't teach: Reading a novel doesn't teach you how to write one
  • Different innovation cycles: Tech moves faster than literature?
  • Cultural value: Stories may have longer cultural relevance than inventions

๐ŸŽฏ The Lobbying Reality

๐Ÿ“– Copyright Industries:
  • Disney, Hollywood studios
  • Publishing houses
  • Music labels
  • Strategy: Extend terms whenever Mickey Mouse approaches public domain
๐Ÿ”ง Patent Industries:
  • Tech companies
  • Pharmaceutical firms
  • Manufacturing
  • Strategy: Balance between protection and building on others' work
๐Ÿค” Critical Thinking Exercise

Consider these real examples:

  • A pharmaceutical company spends 15 years and $2.6 billion developing a life-saving cancer drug โ†’ 20 years protection
  • An author spends 2 years writing a romance novel โ†’ Life + 70 years protection
  • A software developer creates a new algorithm in 6 months โ†’ 20 years if patented
  • A photographer takes a sunset photo in 1/125th of a second โ†’ Life + 70 years protection

Questions for discussion:

  • Does the effort or investment justify the protection length?
  • Should "progress of science and useful arts" mean different terms for different works?
  • Is this disparity constitutionally justified or just political reality?
Small group discussion - 10 minutes

2. ๐Ÿ›๏ธ Constitutional Foundation: Where It All Begins

๐ŸŒ Understanding the Public Domain

What is the Public Domain?

The public domain is the shared foundation of human knowledge and creativity. Just as we all freely use letters, numbers, language, and basic ideas, the public domain contains all creative works and knowledge that belong to everyone.

๐Ÿ›๏ธ Think of it as the "Public Square" of Ideas:
  • Basic building blocks: Letters, numbers, words, concepts, facts, ideas
  • Expired works: Shakespeare's plays, Beethoven's symphonies, ancient texts
  • Never protected: Mathematical formulas, scientific principles, historical facts
  • Government works: Federal publications, laws, judicial opinions
  • Freely given: Works intentionally dedicated by creators

The public domain is where all creativity begins and eventually returns. It's not the absence of copyrightโ€”it's the presence of freedom.

๐Ÿ‡บ๐Ÿ‡ธ U.S. Constitution Article I, Section 8, Clause 8 - The Copyright Clause

"The Congress shall have Power... To promote the Progress of Science and useful Arts, by securing for limited Times to Authors and Inventors the exclusive Right to their respective Writings and Discoveries"

๐ŸŽฏ Constitutional Framework Analysis

PURPOSE: Why Copyright Exists

  • "Promote Progress" - Public benefit is the goal
  • "Science and useful Arts" - Knowledge advancement
  • Economic incentive - Creators get temporary monopoly
  • Public domain end game - Works eventually become free

LIMITS: Constitutional Boundaries

  • "Authors" - Human creators (traditional view)
  • "Writings" - Tangible expression required
  • "Limited Times" - Not perpetual protection
  • Federal power only - States can't extend terms

๐Ÿ“š Historical Context: Why the Framers Cared

๐ŸŽญ The Framers' Economic & Cultural Understanding

The Framers lived through the Enlightenment - they understood that knowledge builds on knowledge. They designed copyright with specific economic and cultural goals:

๐Ÿ›๏ธ Why "Limited Times" Was Essential:
  • Knowledge accumulation: Isaac Newton said "standing on shoulders of giants" - creativity builds on prior works
  • Economic theory: Monopolies are generally harmful - only justified by temporary incentive need
  • Democratic values: Information and culture should ultimately belong to the people
  • Innovation cycles: Old ideas becoming free fuel new creativity

๐Ÿ›๏ธ The Framers' Public Domain Vision

The public domain wasn't an afterthought - it was the whole point. The Framers saw temporary exclusive rights as the price society pays to eventually get works for free.

๐Ÿ“š What They Envisioned:
  • Educational access: Eventually all books become free for schools
  • Cultural building blocks: Stories become raw material for new creativity
  • Democratic knowledge: Information belongs to the people, not perpetual owners
  • Innovation cycles: Each generation builds on the last

Examples they'd recognize: Shakespeare's works (public domain) โ†’ countless adaptations. Biblical stories (public domain) โ†’ endless retellings. Folk tales (public domain) โ†’ Disney's early success!

๐Ÿ“– Why This Matters for Literature

๐Ÿ“š Literature's Special Relationship with Public Domain

The Framers understood that literature especially benefits from a robust public domain:

๐ŸŽญ Creative Building Blocks:
  • Retelling stories: Romeo & Juliet โ†’ West Side Story โ†’ countless other adaptations
  • Character archetypes: Sherlock Holmes โ†’ modern detective stories
  • Genre conventions: Gothic novels โ†’ modern horror
  • Cultural references: Shared stories create common understanding
๐Ÿ“š Educational & Democratic Access:
  • Free textbooks: Classic literature costs nothing to reproduce
  • Cultural literacy: Everyone can access foundational works
  • Translation & adaptation: Works can be freely adapted for new audiences
  • Academic study: No permission needed for scholarly analysis

Current problem: If copyright terms keep extending, we lose this constitutional benefit. The Framers' vision of cycling creativity gets broken.

๐Ÿค” Constitutional Analysis Question

Think about this: If the Constitution's purpose is to "promote progress," how should that guide our analysis of modern copyright disputes? When courts decide cases about AI, fan fiction, or digital libraries, should they ask "What promotes progress?" before applying technical rules?

Discussion starter - 5 minutes

๐Ÿญ Constitutional Challenge: The "Limited Times" Problem

โš–๏ธ Eldred v. Ashcroft (2003) - The Mickey Mouse Protection Act

The Problem: Congress keeps extending copyright terms. The Constitution says "limited Times" - but if you keep extending them, are they really limited?

๐Ÿ“ˆ The Extension Pattern:
1790
28 years max
14 + 14 renewal
โ†’
1831
42 years max
28 + 14 renewal
โ†’
1909
56 years max
28 + 28 renewal
โ†’
1976
Life + 50
75 for corps
โ†’
1998
Life + 70
95 for corps
Pattern: Terms increased by 250% from 1790 to 1998
๐Ÿ“‹ What Congress Actually Did in 1998:
  • Added 20 years to ALL existing copyrights not yet expired
  • Prospective works: Life + 50 became Life + 70
  • Corporate works: 75 years became 95 years
  • Retroactive effect: Applied to works already created and under copyright
  • Scope: Largest blanket extension in U.S. history

The Mickey Mouse Factor: Each extension came just as Disney's early Mickey Mouse cartoons were about to enter public domain. Coincidence? ๐Ÿค”

โš–๏ธ Supreme Court's Troubling Analysis

Eldred Challenge: Plaintiffs argued repeated retroactive extensions violate "limited Times" requirement.

Supreme Court (7-2): Upheld extensions. Said Congress has broad power to set copyright terms as long as they're not literally "unlimited."

๐ŸŽฏ Constitutional Problems with the Court's Logic:
  • "Limited" becomes meaningless: If you can always extend, what's the limit?
  • Ignores "promote progress" purpose: How does retroactive extension incentivize creation?
  • Defeats public domain: Works never actually enter the commons
  • Favors corporate interests: Over constitutional purpose

Justice Breyer's Dissent: "The economic effect of this 20-year extensionโ€”the longest blanket extension since the Nation's foundingโ€”is to make the copyright term not limited, but virtually perpetual. Its primary legal effect is to grant the extended term not to authors, but to their heirs, estates, or corporate successors."

๐ŸŽฌ Public Domain Victory: Steamboat Willie (2024)

The Social Contract Fulfilled: Disney's "Steamboat Willie" (1928) entered the public domain on January 1, 2024! This represents a rare success story of the copyright system working as intended.

๐ŸŽต The Steamboat Willie Story

  • Created: 1928 by Walt Disney Studios
  • Featured Music: "Steamboat Bill" (1910 song by Arthur Collins)
  • Legal Foundation: Disney relied on copyright law when creating this work
  • The Social Contract: Disney got protection under the law in effect at the timeโ€”originally 28 years with renewal option
  • Extensions Received: Benefited from every major copyright extension since 1928
  • Final Status: Public domain as of January 1, 2024 (only the 1928 versionโ€”modern Mickey still protected)
๐ŸŽฌ

Steamboat Willie Timeline

1928: Created & Published
1956: Should have expired (28 years)
1976-1998: Multiple extensions
2024: Finally Public Domain!
96 years after creation

Constitutional Questions for Discussion:

  • Was it fair to extend copyright multiple times for works created under shorter terms?
  • How does the "social contract" theory applyโ€”should creators rely on the law when they create?
  • Why is only the 1928 version public domain while modern Mickey remains protected?
  • Should Congress have the power to repeatedly extend copyright terms?
Social contract & constitutional interpretation - 8 minutes

โš–๏ธ Why "Lead with the Law" Matters

๐ŸŽฏ The Constitutional Anchor Method

Eldred shows what happens when courts drift from constitutional text. When analyzing any copyright issue:

  1. Start with Constitution: Does this serve "promoting progress" AND respect "limited Times"?
  2. Check the statute: What did Congress actually write?
  3. Then look at cases: Are courts staying faithful to the law?
  4. Policy arguments: What outcome best serves constitutional purpose?

Courts sometimes drift from constitutional/statutory foundations - anchor your analysis in the actual law first.

While the U.S. grounds copyright in its Constitution, most of the world follows an international treaty framework. Understanding these differences is crucial for authors, publishers, and lawyers in our globalized world.

๐Ÿ“œ The Berne Convention: Foundation of International Copyright

๐Ÿ‡จ๐Ÿ‡ญ Origins in Berne, Switzerland (1886)

The problem it solved: In the 19th century, authors had no protection outside their home country. Charles Dickens's novels were pirated freely in America. French plays were performed in Germany without payment.

๐ŸŽฏ Core Principles of Berne:
  • National treatment: Foreign authors get same rights as domestic authors
  • Automatic protection: No registration or ยฉ notice required
  • Minimum standards: All member countries must provide baseline protections
  • Independence: Copyright in one country doesn't depend on protection in origin country

Current status: 181 countries are members. The U.S. was a notable holdout, not joining until 1989!

๐Ÿ‡บ๐Ÿ‡ธ Why the U.S. Resisted Berne for 103 Years

  • Registration requirement: U.S. required ยฉ notice and registration - Berne forbids this
  • Moral rights: Berne requires moral rights (see below) - U.S. tradition focuses on economic rights
  • Formalities: U.S. loved formalities (deposit copies, renewal) - Berne prohibits them
  • Publishing industry: U.S. publishers benefited from freely reprinting foreign works

What changed? By 1980s, U.S. became net exporter of copyrighted works (Hollywood, software). Suddenly, international protection mattered!

๐ŸŽจ Moral Rights (Droit Moral): The Great Divide

๐Ÿ“– Article 6bis of Berne - Moral Rights

"Independently of the author's economic rights, and even after the transfer of the said rights, the author shall have the right to claim authorship of the work and to object to any distortion, mutilation or other modification of, or other derogatory action in relation to, the said work, which would be prejudicial to his honor or reputation."

๐Ÿ‡ช๐Ÿ‡บ Continental European Approach
  • Philosophy: Author's personality infused in work
  • Rights are: Perpetual, inalienable, unwaivable
  • Two key rights:
    • Attribution (paternity)
    • Integrity (against distortion)
  • Cannot sell: Even if you sell copyright, retain moral rights
๐Ÿ‡บ๐Ÿ‡ธ U.S. Approach
  • Philosophy: Copyright as economic commodity
  • Limited recognition: Only visual artists (VARA)
  • Can waive: Authors can contract away rights
  • Work-for-hire: No moral rights at all
  • Alternative protection: Trademark, unfair competition
๐ŸŒ Do US Creators Have Moral Rights? The Complex Answer
  • In the US: Very limited - only visual artists under VARA (Visual Artists Rights Act)
  • When exploited abroad: Yes! US creators get moral rights protection in Berne countries
  • Where rights arise: Rights are determined by the country where protection is sought, not where created
  • Example: A US photographer's work published in France gets French moral rights protection in France
  • Practical tip: US creators should understand moral rights when licensing internationally
๐ŸŽฌ Real-World Moral Rights Examples
๐Ÿ‡ซ๐Ÿ‡ท France: Huston v. La Cinq (1991)

John Huston's heirs successfully blocked colorization of "The Asphalt Jungle" in France, even though the U.S. studio owned copyright. French court: moral rights survive death and can't be waived.

๐Ÿ‡ฌ๐Ÿ‡ง UK: George Michael v. Sony (1994)

Michael claimed artistic integrity rights against record label. UK recognizes moral rights but allows contractual waiver. Case settled - showing tension between rights and commerce.

๐Ÿ‡จ๐Ÿ‡ฆ Canada: Snow v. Eaton Centre (1982)

Artist successfully stopped mall from decorating his sculpture with Christmas ribbons. Court: violated integrity right by making work look "ridiculous."

๐Ÿ‡บ๐Ÿ‡ธ US: Gilliam v. ABC (1976)

Monty Python sued ABC for cutting sketches. Won on contract/trademark, NOT moral rights. Shows how U.S. achieves similar results without moral rights doctrine.

Discuss: Should the U.S. adopt full moral rights? - 10 minutes

๐ŸŒ Comparative Copyright Terms: A World Tour

๐Ÿ“Š How Different Countries Balance Protection vs. Public Domain

Country/Region Standard Term Interesting Features
๐Ÿ‡ฒ๐Ÿ‡ฝ Mexico Life + 100 years Longest in world! Strong author rights tradition
๐Ÿ‡ช๐Ÿ‡บ EU Life + 70 years Harmonized in 1993; includes moral rights
๐Ÿ‡จ๐Ÿ‡ฆ Canada Life + 70 years Recently extended from 50; has moral rights
๐Ÿ‡ฏ๐Ÿ‡ต Japan Life + 70 years Extended from 50 in 2018; strong moral rights
๐Ÿ‡จ๐Ÿ‡ณ China Life + 50 years Berne minimum; rapid modernization of IP law
๐Ÿ‡ณ๐Ÿ‡ฟ New Zealand Life + 50 years Resisted extension; values public domain
๐Ÿค” The "Life Plus" Philosophy Question

Think about it: Every country listed above uses "Life PLUS" terms instead of just "Life." Why do you think that is?

Discussion Questions:
  • Why "Life Plus" at all? Why not just protect works during the author's lifetime?
  • Would you include the "Plus"? If you were designing a copyright system, would you add years after death?
  • Whose interests does "Plus" serve? Authors? Heirs? Publishers? Society?
  • Does it incentivize creation? Do authors really think about what happens 70 years after they die?
Possible answers: Provides for heirs/dependents, ensures publishers recoup investments, practicalโ€”avoids immediate public domain on death, tradition from when families needed ongoing income. Counter-arguments: Dead authors can't be incentivized, delays public benefit, mainly benefits corporations now.
Philosophical discussion on copyright policy - 7 minutes

๐ŸŽญ Fascinating International Differences

๐Ÿ‡ฉ๐Ÿ‡ช Germany: "Urheberrecht" (Author's Right)

  • Philosophy: Copyright inalienable from author
  • No work-for-hire: Employees retain copyright!
  • Moral rights: Cannot be waived, ever
  • "Monist" system: Economic and moral rights unified

๐Ÿ‡ซ๐Ÿ‡ท France: "Droit d'Auteur"

  • "Droit de suite": Artists get cut of resales
  • Perpetual moral rights: Heirs can enforce forever
  • Special rules: Government employee works not public domain
  • Strong collective management: Mandatory for some uses

๐Ÿ‡ฌ๐Ÿ‡ง UK: Common Law + Moral Rights

  • Crown copyright: Government works protected 50 years
  • Database right: Separate 15-year protection
  • Fair dealing: More limited than U.S. fair use
  • Moral rights: But can be waived by contract

๐Ÿ‡ฎ๐Ÿ‡ณ India: Unique Provisions

  • Moral rights: Extend beyond author's death
  • Special provisions: For folklore and traditional knowledge
  • Government works: 60 years from publication
  • Version rights: Separate rights for translations
๐Ÿค” Comparative Analysis Exercise

Scenario: A U.S. author writes a novel. Publisher wants to:

  1. Change the ending for the movie
  2. Remove author's name from a "simplified" version
  3. License it for AI training
  4. Create merchandise without attribution

Task: How would this play out in the U.S. vs. France vs. Germany? Which system better balances author rights vs. commercial needs?

Small group analysis - 12 minutes

๐Ÿ’ก Key Takeaways for U.S. Practitioners

  1. Contracts matter more internationally: Must address moral rights explicitly
  2. Work-for-hire doesn't translate: May not own employee works abroad
  3. Registration not required: But still useful in U.S. for litigation benefits
  4. Public domain dates vary: Work may be protected in one country, free in another
  5. Choice of law crucial: Specify which country's law governs

3. ๐Ÿ—บ๏ธ Intellectual Property Landscape

๐ŸŽฏ The Four Main Types of IP Protection

๐Ÿ“œ Copyright

  • Protects: Creative expression
  • Duration: Life + 70 years (individuals) / 95 years (corporate)
  • Automatic: Upon fixation in tangible form
  • Examples: Books, poems, songs, articles
  • Constitutional basis: "Authors" and "Writings"

๐Ÿ”ฌ Patents

  • Protects: Functional inventions
  • Duration: 20 years from filing
  • Requirements: Novel, non-obvious, useful
  • Examples: Machines, processes, drugs
  • Constitutional basis: "Inventors" and "Discoveries"

โ„ข๏ธ Trademarks

  • Protects: Brand identifiers
  • Duration: Renewable forever
  • Purpose: Prevent consumer confusion
  • Examples: Nike swoosh, Coca-Cola, Harry Potter
  • Constitutional basis: Commerce Clause

๐Ÿคซ Trade Secrets

  • Protects: Confidential business information
  • Duration: While kept secret
  • Requirements: Economic value, secrecy efforts
  • Examples: Coca-Cola formula, customer lists
  • Constitutional basis: State law primarily

๐Ÿง Real-World Example: Penguin Random House

๐Ÿ“š How One Publisher Uses All Four IP Types

Penguin Books 1984 cover showing distinctive Penguin design
Penguin trademark logo
Used under trademark fair use for educational analysis
Penguin Books demonstrating consistent trade dress design Multiple Penguin books showing uniform design elements Penguin trade dress consistency across titles
Classics trade dress
Distinctive orange design scheme
๐Ÿ”’ Trademark Protection:
  • Logo: Penguin figure design
  • Wordmark: "Penguin" name
  • Trade dress: Orange Classics design
  • Purpose: Brand recognition, prevent confusion
๐Ÿ“š Copyright Protection:
  • Book covers: Artistic designs, layouts
  • Typography: Custom font designs
  • Anthologies: Selection and arrangement
  • Marketing copy: Book descriptions, blurbs
โš™๏ธ Patent Protection:
  • Printing technology: Binding methods
  • Digital systems: E-reader software
  • Distribution: Inventory algorithms
  • Publishing tools: Editorial software
๐Ÿคซ Trade Secrets:
  • Editorial criteria: Book selection process
  • Marketing data: Customer analytics
  • Pricing strategies: Market positioning
  • Distribution networks: Supplier relationships

Key insight: Same company, same products, but different IP types protect different aspects of the business.

๐Ÿค” The Duration Puzzle: Why Such Different Terms?

๐Ÿ“Š The Dramatic Disparity

Patents: 20 years maximum, no extensions

Copyright: Life + 70 years (potentially 150+ years total)

The Logic Problem:

๐Ÿ’ฐ Investment vs. Protection Examples:
  • New cancer drug: $2.6 billion R&D + 15 years development โ†’ 20 years protection (maybe 5-10 years actual market exclusivity after FDA approval)
  • Romance novel: 2 years writing + $0 R&D โ†’ Life + 70 years (potentially 120+ years protection)
  • Mickey Mouse cartoon (1928): Months to create โ†’ 97+ years protection and counting

๐ŸŽญ Industry Lobbying vs. Economic Logic

๐Ÿ’ก Why the Disparity? Honest Analysis

Traditional explanations don't hold up to scrutiny. The real reasons may be:

๐Ÿ›๏ธ Possible Historical/Legal Reasons:
  • Different constitutional purposes: Patents require disclosure of how inventions work (public benefit); copyrighted works don't "teach" creation
  • Different legal traditions: Copyright and patent law developed along separate tracks
  • Different constitutional language: Same clause, but different words ("Writings" vs. "Discoveries")
๐Ÿ’ฐ Industry Politics Reality:
  • Copyright industries (Hollywood, Disney): Powerful lobbying for extensions - old content still profitable
  • Patent industries (tech, pharma): Want to build on prior art quickly - longer patents would stifle innovation
  • Consumer understanding: People relate to Mickey Mouse; don't sympathize with "patent trolls"
  • Political reality: Different industries, different lobbying power
๐Ÿค” The Duration Logic Challenge

Consider these real examples:

๐Ÿ’Š Pharmaceutical R&D:
  • 15+ years development
  • $2.6 billion average cost
  • High failure rate
  • Saves lives
  • Gets: 20 years protection
๐ŸŽญ Entertainment Content:
  • Months to years creation
  • Much lower costs
  • Lower risk
  • Entertainment value
  • Gets: Life + 70 years

Questions: Does this make economic sense? How would you design IP terms if starting from scratch? Is this about constitutional differences or lobbying power?

Economic policy analysis - 8 minutes

๐Ÿ“š IP in Literature & Publishing

๐ŸŽญ Literary Work IP Layers

Example: Harry Potter series

  • Copyright: The text of the books, characters, plot
  • Trademark: "Harry Potter" name, character names, Hogwarts
  • Trade Secrets: Unpublished manuscripts, plot developments
  • Patents: Potentially special printing processes or digital formats

Most literary works get multiple layers of IP protection

๐Ÿ“– Literary IP Analysis

Scenario: A bestselling author creates a fantasy world with:

  • Unique magical creatures and their detailed biology
  • An invented language with grammar rules
  • Distinctive place names and geography
  • A complex magic system with specific rules
  • Character names that become popular brands

Question: What type of IP protection applies to each element? Can you get multiple types of protection for the same creative work?

Analysis exercise - 8 minutes

๐ŸŽฏ Why Focus on Copyright for Literature?

๐Ÿ“š Copyright as Literature's Primary Protection

While authors might get trademark protection for character names or trade secret protection for unpublished works, copyright is the main protection for literary expression. It covers:

  • The actual text and structure of works
  • Character development and distinctive traits
  • Plot elements and narrative techniques
  • Dialogue and unique voice
  • Adaptations and derivative works

๐Ÿ›๏ธ 17 U.S.C. ยง 102(a) โ€“ What Gets Copyright Protection

"Copyright protection subsists, in accordance with this title, in original works of authorship fixed in any tangible medium of expression, now known or later developed, from which they can be perceived, reproduced, or otherwise communicated, either directly or with the aid of a machine or device."
(17 U.S.C. ยง 102(a))

๐Ÿ”‘ Three Requirements for Copyright Protection

1๏ธโƒฃ Originality

  • Low bar: Just need "minimal creativity"
  • Independent creation: Don't need to be first
  • No copying: Must come from author
  • Example: Phone book = no creativity; poetry anthology selection = creative

2๏ธโƒฃ Work of Authorship

  • Literary works
  • Musical works
  • Dramatic works
  • Pictorial/graphic works
  • Motion pictures
  • Sound recordings
  • Architectural works

3๏ธโƒฃ Fixation

  • Tangible medium: Paper, digital file, recording
  • Perceptible: Can be seen, heard, or read
  • More than transitory: Must last more than briefly
  • Machine aid OK: Congress anticipated technology!

๐Ÿ“‹ 17 U.S.C. ยง 106 - The Exclusive Rights Bundle

Copyright owners get six exclusive rights:

  1. Reproduction - Making copies (photocopying, downloading)
  2. Distribution - Selling, giving away, or publicly sharing copies
  3. Public Performance - Reading aloud, performing plays, streaming
  4. Public Display - Showing artwork, posting text online
  5. Derivative Works - Adaptations, translations, sequels, films
  6. Digital Audio Transmission - Streaming music services

โฐ How Long Does Copyright Last?

๐Ÿ‘ค Individual Authors

  • Duration: Life of author + 70 years
  • Joint works: Life of last surviving author + 70
  • Anonymous/pseudonymous: 95 years from publication
  • Example: Toni Morrison died 2019 โ†’ her works protected until 2089

๐Ÿข Corporate/Work for Hire

  • Duration: 95 years from publication OR 120 years from creation
  • Whichever is shorter
  • Example: Corporate training manual published 2024 โ†’ protected until 2119

๐Ÿ›๏ธ Exception: U.S. Government Works & The Public Domain

๐Ÿ“œ 17 U.S.C. ยง 105 - The Government Works Exception

The Law: "Copyright protection under this title is not available for any work of the United States Government"

๐ŸŽฏ What This Means:
  • No copyright in federal works: Works created by federal employees within scope of employment
  • Immediate public domain: No waiting period - free from moment of creation
  • Democratic principle: Taxpayers paid for it, taxpayers own it
  • BUT: Only applies to federal government (states can claim copyright)
โœ… In Public Domain:
  • Federal statutes & regulations
  • Congressional reports
  • Federal court opinions
  • NASA photos
  • Military manuals
  • Public Sans typeface
โŒ May Have Copyright:
  • State government works
  • Works by contractors
  • Works with federal funding (grants)
  • Foreign government works
  • Government-commissioned works

๐Ÿ”ค Case Study: Public Sans

Public Sans is a perfect example of ยง 105 in action:

  • Created by: U.S. Web Design System (federal employees)
  • Purpose: Accessible, readable typeface for government websites
  • Copyright status: Public domain from creation
  • Result: Anyone can use, modify, distribute without permission

Why this matters: Private companies charge thousands for font licenses. The federal government created a professional-quality typeface and gave it away free - demonstrating the public benefit of ยง 105.

โœ… Fair Use in Action: Court Filings as Perfect Example

Consider this common scenario:

  1. Trial attorney writes brilliant argument in brief (has copyright)
  2. Trial judge quotes the brief verbatim in order (no copyright - ยง 105)
  3. Appellate court quotes the trial order in opinion (no copyright)
  4. Next litigant quotes appellate opinion, citing only the court

This is fair use at its finest! Let's analyze why using the four factors:

โš–๏ธ The Four Fair Use Factors (17 U.S.C. ยง 107):
1๏ธโƒฃ Purpose and Character of Use
  • Judge's use: Official governmental function
  • Transformative? Yes - converting advocacy into law
  • Commercial? No - purely public purpose
  • Result: Strongly favors fair use โœ…
2๏ธโƒฃ Nature of the Copyrighted Work
  • Type: Legal argument (more factual/analytical than creative)
  • Published? Yes - filed publicly with court
  • Purpose: Written to persuade the court
  • Result: Favors fair use โœ…
3๏ธโƒฃ Amount and Substantiality Used
  • How much? Could be entire paragraphs
  • But: Only what's necessary for judicial decision
  • Purpose: Need complete argument for legal reasoning
  • Result: Neutral to favorable โœ…
4๏ธโƒฃ Effect on Market for Original
  • Market harm? None - briefs aren't sold
  • Actually helps: Attorney's arguments becoming law enhances reputation
  • No licensing market: Can't license briefs to judges
  • Result: Strongly favors fair use โœ…
Student Exercise: Apply four factors - 10 minutes

๐ŸŽฏ Why This System Works Brilliantly

The legal system depends on free flow of arguments:

  • Democratic access: Law must be freely available to all
  • Building precedent: Legal reasoning builds on prior arguments
  • Efficiency: Judges can adopt good arguments without copyright concerns
  • Professional incentive: Lawyers want their arguments adopted as law

The beauty of the system: When a judge adopts your argument, you've won the ultimate professional victory - your words become law. Attribution would actually diminish this by suggesting it's still "just" the lawyer's opinion rather than judicial ruling.

๐Ÿค” Class Exercise: Fair Use Analysis

Apply the four factors to these scenarios:

  1. Law professor includes attorney's brief excerpts in casebook
  2. Westlaw includes brief in commercial database
  3. Opposing counsel quotes your brief against you
  4. Journalist quotes brief in news story about case

For each scenario, analyze: Which factors favor fair use? Which don't? What's the likely outcome?

Small group analysis - 15 minutes

๐ŸŽต Music & Technology: The Piano Roll Revolution

๐ŸŽน The Multiple Layers of Music Copyright

Music demonstrates copyright's complexity perfectly. Consider this historical progression:

๐Ÿ“œ The Piano Roll Chain of Creation (1900s):
๐ŸŽผ
1. Composer

Writes sheet music โ†’ Gets copyright in musical work

๐ŸŽน
2. Performer

Plays the piece โ†’ No federal protection (until 1972)

โš™๏ธ
3. Piano Roll Maker

Mechanically records โ†’ Creates physical object

โš–๏ธ
4. Supreme Court (1908)

White-Smith v. Apollo โ†’ Piano rolls aren't "copies"

๐Ÿ“œ
5. Congress (1909)

Copyright Act response โ†’ Creates mechanical license

๐Ÿ’ป
6. Modern Era

Digitization โ†’ Historic piano rolls preserved digitally

The Technology Challenge: Each new technology forces us to rethink what "copying" means
Discussion Question: Who should get paid at each step? The original composer? The performer? The piano roll maker? The digitizer? How do we balance incentives for creation vs. preservation?

๐Ÿ›’ First Sale Doctrine: The Blockbuster Mystery

๐ŸŽฌ Why Blockbuster Existed But Tower Records Couldn't Rent CDs

The First Sale Doctrine (17 U.S.C. ยง 109): Once you lawfully acquire a copy, you can resell, lend, or give it away without permission from the copyright owner.

๐ŸŽฅ Movies: Rental Allowed
  • First sale doctrine applies
  • Buy a DVD โ†’ Can rent it out
  • Movie studios tried to ban rentals
  • Failed in Congress
  • Result: Blockbuster, Netflix, Redbox
๐ŸŽต Music: Rental Prohibited
  • Record Rental Amendment of 1984
  • Specifically prohibits commercial CD/record rental
  • Music industry lobbied successfully
  • Concern: Easy home copying
  • Exception: Libraries can still lend
๐Ÿค” The Policy Question

Same first sale doctrine, different rules. Why could you rent "Titanic" but not the Celine Dion soundtrack? Is this about piracy concerns, industry lobbying power, or legitimate policy differences?

๐Ÿ“š How Libraries Work Under Copyright

๐Ÿ›๏ธ Libraries: Where Copyright Meets Public Access

๐Ÿ“– Physical Books
  • First sale doctrine: Buy once, lend forever
  • No limits on circulation numbers
  • Can lend books, CDs, DVDs
  • Wear and tear: Natural limit on copies
  • Section 108: Special library privileges for preservation
๐Ÿ’ป Digital Items
  • Licensed, not owned: No first sale rights
  • Publishers control: Simultaneous users
  • Artificial scarcity: "Copies" that expire after X loans
  • Higher costs: E-books often cost libraries more than physical
  • Platform dependence: Lose access if vendor disappears
โš ๏ธ The Digital Divide Problem

Same content, different rules: A library can buy one physical copy of a bestseller and lend it forever to infinite patrons (one at a time). But the same book in digital format might cost 3x more, expire after 50 loans, and be limited to 2 simultaneous users.

Policy question: Should digital first sale rights exist? Or do the fundamental economics of digital goods justify different treatment?

๐Ÿ“Š Economics of Digital Goods: Why Everything Changes
๐Ÿ“š Physical Goods
  • Rivalrous: Your use prevents mine
  • Marginal cost: Paper, ink, shipping
  • Degradation: Books wear out
  • Natural scarcity: One copy = one user
๐Ÿ’ป Digital Goods
  • Non-rivalrous: We can both use the same file
  • Zero marginal cost: Perfect copies, instantly
  • No degradation: Perfect quality forever
  • Artificial scarcity: DRM creates limitations
๐Ÿ”ฅ The Core Problem: Zero Marginal Cost

Once created, a digital file can be copied and distributed essentially for free, to unlimited users, without degrading the original. This breaks traditional scarcity-based economics.

๐Ÿ˜ฐ Publisher Response: Artificial Scarcity

Since digital goods naturally have no scarcity, publishers create artificial limitations through DRM, licensing restrictions, and "expiring" downloads to maintain traditional pricing models.

๐Ÿค” The Policy Question

Should copyright law embrace the economics of abundance (zero marginal cost) or should it allow artificial scarcity to preserve traditional business models?

โš–๏ธ Rights Analysis Exercise

Scenario: A student writes Harry Potter fan fiction and:

  • Posts it on a fan fiction website
  • Records herself reading it as a podcast
  • Creates artwork based on scenes
  • Translates it into Spanish
  • Sells printed copies at comic conventions

Question: Which of the six exclusive rights from ยง 106 does each activity potentially implicate?

Rights mapping exercise - 10 minutes

4. ๐Ÿ’ก Idea vs. Expression: The Heart of Copyright

๐Ÿ“œ 17 U.S.C. ยง 102(b) - What Copyright Does NOT Protect

"In no case does copyright protection for an original work of authorship extend to any idea, procedure, process, system, method of operation, concept, principle, or discovery, regardless of the form in which it is described, explained, illustrated, or embodied in such work."

๐ŸŽฏ The Fundamental Distinction

โŒ IDEAS (Not Protected)

  • Basic concepts: Love triangle, revenge story
  • General themes: Good vs. evil, coming of age
  • Historical facts: Napoleon invaded Russia
  • Scientific principles: Theory of relativity
  • Common plots: Hero's journey structure
  • Abstract concepts: Justice, freedom, democracy

โœ… EXPRESSION (Protected)

  • Specific character development: Hermione's particular traits
  • Unique plot details: How the love triangle plays out
  • Particular dialogue: "Frankly my dear, I don't give a damn"
  • Distinctive style: Stream of consciousness narrative
  • Original metaphors: "All the world's a stage"
  • Specific word choices: How author describes the sunset

๐Ÿ“š Visual Example: Same Story, Different Expressions

Romeo and Juliet 1599 second quarto title page - original historical publication
1599

๐Ÿ“– Original Expression

Setting: Medieval Verona
Families: Capulets vs. Montagues
Language: Elizabethan English
Ending: Poison

โŸถ
Same IDEA, Different EXPRESSION
Star-crossed lovers
from feuding families
West Side Story 1961 film poster - derivative work based on Romeo and Juliet
1961

๐ŸŽต New Expression

Setting: 1950s New York
Groups: Jets vs. Sharks
Language: Modern English + Music
Ending: Guns

๐Ÿ’ก Copyright Principle

The idea (tragic love story) cannot be copyrighted, but each expression creates its own copyright protection

๐Ÿ“š Literary Examples of Idea vs. Expression

๐ŸŽญ Classic Literature Examples

Romeo & Juliet vs. West Side Story:
  • Shared IDEA: Star-crossed lovers from feuding families
  • Different EXPRESSION: Medieval Italy vs. 1950s NYC; Capulets/Montagues vs. Jets/Sharks; balcony scene vs. fire escape; poison vs. guns
  • Result: Both works separately copyrightable
Zombie Apocalypse Stories:
  • Shared IDEA: Undead plague threatens humanity
  • Different EXPRESSIONS: Walking Dead vs. World War Z vs. Shaun of the Dead
  • Result: Genre conventions don't prevent copyright

โš–๏ธ Scenes ร  Faire: When Expression Becomes Unprotectable

๐ŸŽฌ The "Scenes ร  Faire" Doctrine

Definition: Scenes that must be done - expressions so common to a genre/setting that they're treated like ideas.

Examples in Literature:
  • Detective stories: Crime scene investigation, red herrings, final revelation
  • Romance novels: Meet-cute, misunderstanding, happy ending
  • Spy thrillers: Gadgets, double agents, exotic locations
  • Fantasy: Chosen one, magic mentor, dark lord villain

Legal rule: You can't copyright the general pattern, but you can copyright your specific, creative take on it.

๐Ÿ”„ The Merger Doctrine

โš–๏ธ When Ideas and Expression "Merge"

Rule: When there are very few ways to express an idea, the idea and expression "merge" and copyright protection is denied.

Literary Examples:
  • Simple recipes: "Boil water, add pasta" (only one way to say it)
  • Basic instructions: "Turn left at the stop sign"
  • Short phrases: "Just Do It" (too minimal for copyright)
  • Mathematical formulas: E=mcยฒ (only one way to express)

But: Creative recipe descriptions, elaborate instructions, and longer works get protection even if they contain unprotectable elements.

๐ŸŽฏ Idea vs. Expression Challenge

Analyze These Scenarios:

  1. Vampire Romance: Young woman falls for mysterious vampire who sparkles in sunlight
  2. Post-Apocalyptic Tale: Teenagers fight in televised death match to entertain oppressive government
  3. Wizard School: Orphaned child discovers magical powers, attends boarding school, fights dark wizard
  4. Time Travel: Scientist accidentally changes past, must fix timeline

Questions: What's the unprotectable idea? What could be protectable expression? What elements might be scenes ร  faire?

Classification exercise - 12 minutes

๐ŸŽญ Why This Matters for Literature

๐Ÿ“– The Balance: Innovation vs. Protection

The idea/expression distinction ensures that:

  • Authors can build on existing genres without infringement
  • No one can monopolize basic storytelling concepts
  • Creative expression gets protection while leaving room for innovation
  • Cultural conversations can continue through different creative takes

This is how we get Romeo & Juliet, West Side Story, AND The Lion King (based on Hamlet) - all variations on classic themes with different expressions. Each draws from public domain works but creates new copyrightable expression. Fun fact: The Lion King II: Simba's Pride does parallel Romeo & Juliet!

5. ๐Ÿ“š Fair Use in Literary Context

๐Ÿ“ฐ Visual Example: Fair Use in Academic Context

๐Ÿ“„
Academic Paper
Brief quotes with citations
Likely fair use
๐Ÿ“ฐ
News Article
Brief excerpts for reporting
Likely fair use

๐Ÿ“œ 17 U.S.C. ยง 107 - Fair Use Four Factors

"The fair use of a copyrighted work... for purposes such as criticism, comment, news reporting, teaching, scholarship, or research, is not an infringement of copyright. In determining whether the use made of a work in any particular case is a fair use the factors to be considered shall includeโ€”"

  1. Purpose and character of use (commercial vs. educational; transformative?)
  2. Nature of the copyrighted work (creative vs. factual; published vs. unpublished)
  3. Amount and substantiality (how much was used; was it the "heart"?)
  4. Effect on the market (does it hurt sales or substitute for original?)

โš–๏ธ Literary Fair Use Success Stories

๐Ÿ“– SunTrust Bank v. Houghton Mifflin (2001) - "The Wind Done Gone"

Facts: Alice Randall wrote "The Wind Done Gone" - Gone with the Wind retold from enslaved people's perspective, critiquing the original's racist portrayal.

Four Factor Analysis:
  • Factor 1 (Purpose): โœ… Transformative - critical commentary on racism in original
  • Factor 2 (Nature): โž– Original was published creative work
  • Factor 3 (Amount): โž– Used substantial portions, but necessarily for critique
  • Factor 4 (Market): โœ… Different audience, doesn't substitute for original

Holding: Fair use - transformation through critical perspective overcame other factors. Court lifted initial injunction as "prior restraint."

๐Ÿ“š Literary Parody vs. Satire: The Dr. Seuss Cases

Successful Parody: Seuss v. ComicMix (2020) - "Who's Holiday"
Adult play featuring grown-up Cindy-Lou Who critiquing the original Grinch story = fair use

Failed "Parody": Dr. Seuss v. Penguin Books (1997) - "Cat NOT in the Hat"
O.J. Simpson trial told in Seuss style โ‰  parody (criticized trial, not Seuss) = infringement

๐ŸŽฏ Key Distinction:
  • Parody: Must comment on/criticize the original work itself
  • Satire: Uses original work to comment on something else entirely
  • Legal difference: Parody gets stronger fair use protection

๐ŸŽต Campbell v. Acuff-Rose Music (1994) - The Transformative Test

Key Legal Principle: Even though this involved music (2 Live Crew's parody of "Oh, Pretty Woman"), it established the transformative use test that applies to all fair use, including literature.

Supreme Court Rule: Fair use depends on whether new work "adds something new, with a further purpose or different character, altering the first with new expression, meaning, or message."

๐ŸŽญ Common Literary Fair Use Scenarios

โœ… Likely Fair Use

  • Academic criticism: Quoting passages for literary analysis
  • Parody/satire: Mocking style or content of original
  • News reporting: Quoting from new book for review
  • Educational use: Excerpts in course materials
  • Transformative adaptation: Critical retelling from different perspective

โŒ Likely NOT Fair Use

  • Complete reproduction: Posting entire novel online
  • Commercial substitution: "Cliffs Notes" without permission
  • Non-transformative fan fiction: Same characters, extending plot
  • Anthologies: Collecting works without commentary
  • Translation for profit: Without transformative purpose

๐Ÿ“– Fan Fiction: The Gray Area

๐ŸŽญ Fan Fiction Fair Use Analysis

Fan fiction exists in a complex fair use space:

More Likely Fair Use:
  • Transformative perspective: Retelling from minor character's POV
  • Critical commentary: Addressing problematic elements of original
  • Different genre: Turning romance into thriller
  • Non-commercial: Posted free on fan sites
Less Likely Fair Use:
  • Simple continuation: "What happens next" without transformation
  • Commercial exploitation: Selling fan fiction
  • Substantial copying: Using exact dialogue/scenes extensively
  • Market harm: Competing with official sequels
โš–๏ธ Fair Use Analysis Practice

Scenario: Literature professor creates study guides for contemporary novels, including:

  • Chapter summaries with key quotes
  • Character analysis with textual evidence
  • Theme discussions with supporting passages
  • Historical context and literary criticism

She sells these guides to students for $10 each.

Task: Analyze using all four fair use factors. Is this fair use?

Four-factor analysis - 15 minutes

6. ๐Ÿค– Technology & Authorship: From Photography to AI

๐Ÿ“ธ The Foundation: Burrow-Giles v. Sarony (1884)

Oscar Wilde, full-length portrait photograph by Napoleon Sarony, 1882
๐Ÿ“ธ Copyright Case #1

The Photograph at Issue

Subject: Oscar Wilde (1882)
Photographer: Napoleon Sarony
Case: Burrow-Giles v. Sarony (1884)

โš–๏ธ The First Photography Copyright Case

๐Ÿค” The Big Question

"Is photography just mechanical copying, or can it be creative authorship worthy of copyright protection?"

๐Ÿ“ท "Just Mechanical"

Camera does all the work
No human creativity
Mere reproduction

๐ŸŽจ "Creative Authorship"

Pose, lighting, composition
Artistic choices
Original expression

๐Ÿ† Supreme Court Decision

Photography CAN be copyrightable when photographer exercises creative control over pose, lighting, expression, costume, and arrangement.

๐Ÿ”ฎ Precedent for the Future

This 1884 case established the framework we still use today to determine if AI-generated content can be copyrighted

๐ŸŽญ The Oscar Wilde Photograph Case

The Challenge: Can a photograph be copyrighted when it's just "mechanical reproduction"?

๐ŸŽจ Napoleon Sarony's Creative Control:
  • "Posing the said Oscar Wilde in front of the camera"
  • "Selecting and arranging the costume, draperies, and other various accessories"
  • "Arranging the subject so as to present graceful outlines"
  • "Arranging and disposing the light and shade"
  • "Suggesting and evoking the desired expression"

Supreme Court Holding: Human creative control over machine output = authorship. The camera was just a tool executing Sarony's artistic vision.

Key Principle: Technology assistance doesn't negate human authorship when human exercises creative control.

โš™๏ธ Historical Context: Technology & Creative Expression

Historical printing press from 1568 woodcut illustration
Printing Press (1568)
Original "machine aid"
Vintage typewriter showing mechanical writing technology
Typewriter (1880s)
Mechanical writing tool
Early IBM personal computer from 1981
Personal Computer (1980s)
Digital authoring platform

๐Ÿš€ 1976 Copyright Act: Congress Embraced Technology

๐Ÿ”ง 17 U.S.C. ยง 102(a) - "Aid of a Machine or Device"

"...fixed in any tangible medium of expression, now known or later developed, from which they can be perceived, reproduced, or otherwise communicated, either directly or with the aid of a machine or device."

Congressional Intent:
  • "Now known or later developed" - Future-proofing for new technology
  • "Aid of a machine" - Technology assistance is explicitly anticipated
  • Focus on authorship, not on method of creation

๐Ÿบ Modern Example: Dale Chihuly's Glass Art

โš–๏ธ Moi v. Chihuly (2019) - Creative Direction as Authorship

Facts: Dale Chihuly can no longer physically blow glass due to injury. Assistants do all hands-on work. Assistant sued claiming co-authorship.

Court's Analysis:
  • Creative Control Test: "Chihuly possessed and exercised control over the creative process"
  • Vision & Direction: He was "the sole visionary behind the work"
  • Supervisory Role: "More choreographer than dancer, more director than actor"
  • Final Authority: Chihuly controlled final artistic decisions

Holding: Creative direction and control, not physical execution, determines authorship.

๐Ÿ“ Work Made for Hire: When Others Create

๐Ÿ‘ฅ 17 U.S.C. ยง 101 - Work Made for Hire Definition

Two categories:

  1. Employee works: Work created by employee within scope of employment
  2. Commissioned works: Specially ordered/commissioned works in specific categories (with written agreement)

Key point: The hiring party, not the actual creator, is considered the "author"

๐Ÿ“š Publishing House Example

  • Staff writer creates articles โ†’ Publishing house owns copyright
  • In-house editor substantially rewrites โ†’ Company authorship
  • Freelance writer on assignment โ†’ Usually retains copyright unless work-for-hire agreement

๐ŸŽญ Creative Team Example

  • Film studio employs screenwriters โ†’ Studio owns scripts
  • Ad agency creates campaigns โ†’ Agency owns creative work
  • Ghost writer with contract โ†’ Hiring party typically owns copyright
๐ŸŽฏ Authorship & Control Analysis

Scenarios to Consider:

  1. Documentary filmmaker sets up 12 cameras to automatically record wildlife over 6 months, then selects/edits best footage
  2. Composer writes detailed sheet music but can't play instruments, hires orchestra to perform and record
  3. Architect designs building but construction workers build it
  4. Author dictates novel to assistant due to disability

Question: In each case, who should be considered the "author"? How does creative control vs. physical execution matter?

Authorship analysis - 10 minutes

๐Ÿ“ˆ The Evolution of Copying Technology

From Scarcity to Abundance: 500 Years of Copying Evolution

1858 printing press from Western Daily Press
1858
โš™๏ธ Industrial Age Copying
  • High cost: Expensive machinery, skilled operators
  • High barrier: Need printing house, distribution
  • Physical limits: Paper, ink, shipping costs
  • Natural scarcity: Economic barriers prevent mass copying
  • Quality loss: Each generation degrades
โŸถ
500 YEARS OF EVOLUTION
From industrial scarcity to digital abundance
GitHub clone repository button showing modern instant copying
2025
๐Ÿ’ป Digital Age Copying
  • Zero cost: Click "Clone" - instant perfect copy
  • No barriers: Anyone with internet access
  • No physical limits: Unlimited distribution
  • Artificial scarcity: Only DRM prevents copying
  • Perfect quality: No degradation, ever
๐Ÿ”ฅ The Copyright Crisis

Copyright law was designed for the printing press world of high copying costs and natural scarcity. How should it adapt to the GitHub world of zero-cost perfect copying?

๐Ÿ”— Building the Bridge to AI

๐ŸŽฏ The Pattern: Human Control + Technology = Authorship

From 1884 to today, the pattern is consistent:

  • Photography (1884): Human arranges scene โ†’ camera captures โ†’ human authorship
  • Filmmaking: Human directs โ†’ cameras/crew execute โ†’ human authorship
  • Glass art: Human designs โ†’ assistants execute โ†’ human authorship
  • Music: Human composes โ†’ performers execute โ†’ human authorship

The question for AI: Does human prompting/direction constitute sufficient creative control for authorship?

7. ๐Ÿค– AI & Modern Copyright Challenges

๐Ÿ’ป Visual Example: Human-AI Collaboration Spectrum

๐Ÿ’ฌ
Simple Prompt
"Write a story"
Minimal human control
๐Ÿ› ๏ธ
Complex Engineering
Detailed prompts + iteration
High human control

๐ŸŽจ AI Art Examples: The Authorship Spectrum

From Minimal to Maximum Human Creative Control

๐Ÿค– Minimal Human Input
Prompt: "Create a landscape painting"
Simple AI-generated landscape with minimal human direction
๐ŸŽจ AI Landscape
Generic output from minimal prompt

Authorship? Probably not copyrightable - minimal human creativity

๐Ÿ› ๏ธ Moderate Human Direction
Prompt: "Create an oil painting of a stormy seascape at sunset, with a lighthouse on rocky cliffs, in the style of Turner, using dramatic contrast and warm colors, 16:9 aspect ratio"
๐ŸŒ… Detailed Seascape
Specific style, composition, mood

Authorship? Unclear - significant human direction but AI execution

๐ŸŽฏ Maximum Human Control
Process: Custom trained model + 50+ iterations + manual composition + post-processing + human artistic choices throughout
๐ŸŽจ Engineered Art
Extensive human creativity & control

Authorship? Likely copyrightable - substantial human creativity

๐Ÿ” The Legal Test

Courts will likely examine: How much human creativity, choice, and control went into the final work? Is the human a "master" directing the AI tool, or just someone who happened to be present?

๐Ÿ›๏ธ The Constitutional Authorship Question

Current Copyright Office position: Only humans can be authors. But this raises the key question: When humans use AI tools, are they still "authors" under the Constitution?

โš–๏ธ Current Legal Landscape

๐Ÿšซ Thaler v. Perlmutter (2023) - AI Cannot Be Author

Facts: Stephen Thaler tried to register copyright for art created by AI with no human input.

Holding: Copyright Office correctly rejected application - only humans can be authors under current law.

But note: This case involved no human creative input. Different question when humans direct AI.

๐Ÿ“ฐ NYT v. OpenAI (Pending)

Issue: Is AI training on news articles fair use?

NYT argues: Massive copying for commercial AI training

OpenAI argues: Transformative learning, like human reading

Stakes: Could reshape AI training practices

๐Ÿ“Š Thomson Reuters v. Ross (2025)

First major AI loss: Court rejected AI company's fair use defense

Holding: Commercial legal AI training โ‰  fair use

Signal: Courts skeptical of broad AI fair use claims

๐Ÿค Agency Theory: A New Framework for AI Copyright

โš–๏ธ Principal-Agent Analysis for AI

Legal Theory: When humans exercise sufficient creative control over AI, they function as principals directing AI agents.

๐Ÿ“Š Creative Control Spectrum:
  • Minimal Control: "Write a story" โ†’ weak agency relationship
  • Moderate Control: "Write a mystery novel about a detective in 1920s Chicago with these character details..." โ†’ stronger
  • Maximum Control: Detailed prompts, iterative refinement, human editing, selection from multiple outputs โ†’ strong principal-agent relationship

๐ŸŽจ Test Case: Jason Allen's "Thรฉรขtre D'Opรฉra Spatial"

Facts: Allen used 624 prompts over 114+ hours to create award-winning art via Midjourney AI.

Agency Analysis: Extensive prompting, iteration, and selection = strong creative control comparable to Sarony directing Oscar Wilde photograph.

Copyright Office: Denied registration (AI cannot be author)

Current status: Allen v. Perlmutter litigation ongoing - first major test of human-AI authorship theory

๐Ÿ“ Alternative Theory: Prompt as Copyrightable Expression

๐Ÿ’ก Prompt-as-Expression Framework

Another approach: Complex AI prompts are themselves original works of authorship:

  • Originality: Creative choices about structure, narrative, constraints
  • Expression: Specific creative directions, not just ideas
  • Fixation: Written/typed prompts saved in tangible form
  • Result: AI output = derivative work of human-authored prompt

Advantage: Sidesteps "AI authorship" question entirely - focuses on human-authored prompt.

๐Ÿ”ฎ Fair Use for AI Training: The Learning Question

๐Ÿ“š The Functional Analysis Approach

Key insight: Focus on function, not technology. AI training serves same function as human learning.

Learning vs. Distribution:
  • Learning (should be fair use): Reading to understand patterns, style, technique - no redistribution
  • Distribution (infringement): Reproducing/redistributing original works - substitutes for purchase
Four Factor Analysis:
  • Purpose: Transformative learning (strongest fair use category)
  • Nature: Published works (neutral factor)
  • Amount: Entire works needed for learning (like human students)
  • Market Effect: People still buy news for information, not for language patterns
๐ŸŽฏ AI Copyright Analysis

Literature Student Scenarios:

  1. Basic use: "AI, write me a short story about time travel"
  2. Moderate use: Detailed character descriptions, plot outline, style specifications, revision requests
  3. Intensive use: 50+ refined prompts, human editing of output, combining multiple AI generations, adding original content

Questions: Where does authorship lie in each scenario? How does this compare to hiring a ghostwriter or working with an editor?

AI authorship spectrum analysis - 12 minutes

๐ŸŽญ Back to Oscar Wilde: The Circle Complete

๐Ÿ“ธ 1884 โ†’ 2025: Same Principle, New Technology

The 1884 Oscar Wilde photograph case established that human creative control over machine output = authorship. Today's AI challenges test the same principle with more sophisticated technology.

Sarony's control: Posing, arranging, lighting, directing expression

Modern AI user's control: Detailed prompting, iterative refinement, selection, editing

The technology changes; the legal principle endures.

๐Ÿ“œ The Berne Convention: Foundation of International Copyright

๐Ÿ›๏ธ Historical Origins (1886)

Born from necessity: In the late 19th century, authors like Victor Hugo faced rampant international piracy. Publishers freely reprinted foreign works without permission or payment.

๐Ÿ“… Key Dates:
  • 1878: International Literary Association founded (Victor Hugo, president)
  • 1886: First Berne Convention signed by 10 countries
  • 1989: United States finally joins (103 years late!)
  • 2022: 181 member countries
๐ŸŒŸ Revolutionary Principles:
  • National Treatment: Foreign authors get same rights as domestic
  • Automatic Protection: No registration required
  • Minimum Standards: Life + 50 years (often exceeded)
  • Moral Rights: Recognition of author's personality

๐ŸŽญ Moral Rights (Droit Moral): The Author's Soul

What Are Moral Rights?

Beyond money: Moral rights protect the author's personality and reputation, not just economic interests. They're "inalienable" - can't be sold or waived in many countries.

The Core Rights:
  • Attribution (Paternity): Right to be named as author
  • Integrity: Right to prevent distortion or mutilation
  • Disclosure: Right to decide when work is "ready"
  • Withdrawal: Right to remove work from circulation (with compensation)

๐ŸŒ Comparative Approaches: A World of Difference

๐Ÿ‡ซ๐Ÿ‡ท France: The Birthplace of Droit d'Auteur

Philosophy: The work is an extension of the author's personality

  • Moral rights: Perpetual, inalienable, imprescriptible
  • Can't waive: Even contracts saying "I waive moral rights" are void
  • Example: Heirs can still object to colorizing B&W films
  • Famous case: Court stopped sequel to Les Misรฉrables that "betrayed Hugo's spirit"

๐Ÿ‡บ๐Ÿ‡ธ United States: The Economic Outlier

Philosophy: Copyright as economic incentive, not personality right

  • Limited moral rights: Only for visual art (VARA 1990)
  • Can waive: Artists routinely sign away VARA rights
  • No general attribution right: Ghost writers, work-for-hire common
  • Example: Can legally publish "Stephen King" novel he didn't write (if you own rights)

๐Ÿ‡ฌ๐Ÿ‡ง United Kingdom: The Middle Ground

Philosophy: Pragmatic balance between Continental and American approaches

  • Moral rights since 1988: But can be waived by contract
  • Must assert: Author must claim attribution right
  • Duration: Same as copyright (life + 70 years)
  • Example: BBC can edit your script, but can't remove your name without permission
๐Ÿค” Moral Rights Scenario

An author sells film rights to their novel. The movie:

  • Changes the ending from tragic to happy
  • Adds graphic violence not in the book
  • Credits the author as "based on the novel by..."

What can the author do in France vs. USA vs. UK?

Comparative analysis - 8 minutes

๐ŸŒ Beyond the West: Diverse Copyright Traditions

๐Ÿ‡ฎ๐Ÿ‡ณ India: Fair Dealing with Development Goals

  • British heritage: Fair dealing, not fair use
  • Educational emphasis: Broad exceptions for teaching
  • Delhi University case: Photocopying textbooks for students = fair dealing
  • Balance: Development needs vs. author rights

๐Ÿ‡ง๐Ÿ‡ท Brazil: Civil Law Rigidity

  • No fair use: Exhaustive list of exceptions
  • If not listed, prohibited: No flexibility
  • Challenge: Digital age needs vs. rigid rules
  • Reform debates: Adding flexibility without losing certainty

๐Ÿ‡จ๐Ÿ‡ณ China: Evolving Through Legal Borrowing

Rapid transformation: From minimal protection to sophisticated system in 40 years

  • Closed-list exceptions: Like civil law countries
  • Moral rights: Stronger than USA, weaker than France
  • Strategic borrowing: Adopts what works from others
  • Tech focus: Adapting to digital/AI faster than most

โš–๏ธ The Treaty Web: How It All Connects

๐Ÿ•ธ๏ธ International Framework

Berne Convention (1886)

Foundation - minimum standards

TRIPS Agreement (1995)

Trade enforcement - WTO teeth

WIPO Treaties (1996)

Digital age updates

Result: Harmonization with diversity - same basic rules, different cultural implementations

๐ŸŽฏ Practical Implications for Authors

You're advising an American author whose novel will be published in France, UK, and Brazil:

  • What rights do they have in each country?
  • What should their contracts address?
  • How do moral rights affect film/TV adaptations?
  • What happens if they use AI assistance?
International strategy discussion - 10 minutes

๐Ÿ”ฅ Hot International Issues

  • AI & Authorship: Countries taking different approaches - Japan allowing AI training on copyrighted works, EU considering opt-out systems
  • Platform Liability: US Section 230 vs. EU Copyright Directive Article 17
  • Colonial Copyright: Traditional knowledge, folklore, indigenous rights
  • Digital Single Markets: Regional harmonization (EU, African Union proposals)
  • Fair Use Expansion: Countries considering flexibility vs. certainty trade-offs

๐ŸŒ The Global Creative Commons

Same goals, different paths: Every country wants to encourage creativity and protect creators. But culture shapes law:

  • France: Author as romantic genius deserving perpetual respect
  • USA: Creator as economic actor needing market incentives
  • India: Balance between author rights and educational access
  • China: Rapid modernization while maintaining control

Understanding these differences is crucial for any lawyer working with international creative industries.

9. ๐Ÿ›ก๏ธ Digital Platform Enforcement: DMCA Safe Harbors & Content Moderation

In the digital age, most copyright enforcement happens not in courtrooms, but on platforms. Understanding how the DMCA safe harbors workโ€”and where they're failingโ€”is essential for modern copyright practice.

๐Ÿ›๏ธ DMCA Safe Harbor Framework: The 1998 Compromise

๐Ÿ“œ 17 U.S.C. ยง 512: The Digital Millennium Copyright Act

The Grand Bargain: Platforms get immunity from liability if they follow notice-and-takedown procedures.

๐Ÿ›ก๏ธ Safe Harbor Requirements (ยง 512(c)):
  • No actual knowledge: Platform can't know content is infringing
  • No financial benefit: Can't directly benefit from infringement
  • Notice and takedown: Must respond "expeditiously" to proper notices
  • Repeat infringer policy: Must terminate repeat offenders
  • DMCA agent: Must designate agent to receive notices

The Trade-off: Platforms get immunity, but copyright holders get a quick takedown mechanism. No judge requiredโ€”just a notice.

๐Ÿ“บ YouTube Content ID: Automated DMCA in Action

The World's Largest Automated Copyright System

โšก Content ID Process
> Scanning video: "my_dance_video.mp4"
> Audio fingerprint detected
> Match found: "Uptown Funk" (Universal Music)
> Action: CLAIM - Monetize
> Status: Revenue redirected to copyright owner

Result: Video stays up, but all ad revenue goes to Universal Music instead of the creator

๐Ÿ“Š Content ID by the Numbers
500+ hours uploaded to YouTube every minute
80+ million fingerprints in Content ID database
$2+ billion paid to rights holders (2020-2021)
Millions of fair use videos wrongly claimed
โŒ Blocked

Video completely removed. Used for premium content like recent movies.

๐Ÿ’ฐ Monetized

Ads placed on video, revenue goes to copyright owner. Most common outcome.

๐Ÿ“Š Tracked

Copyright owner can see viewership statistics but takes no other action.

โš–๏ธ The Fair Use Problem

Content ID can detect copying but can't understand context. A 10-second clip might be fair use for commentary, parody, or education, but the algorithm doesn't know the difference.

๐Ÿ“‹ Notice and Takedown in Practice

โš–๏ธ The DMCA Notice Process: Step by Step

๐Ÿ“ Required Elements of a Valid DMCA Notice:
  1. Identification of copyrighted work being infringed
  2. Identification of infringing material and location
  3. Contact information for complaining party
  4. Good faith statement that use is not authorized
  5. Statement of accuracy under penalty of perjury
  6. Signature of copyright owner or authorized agent
๐Ÿ”„ The Counter-Notice Process:
  • User can file counter-notice claiming fair use or non-infringement
  • Platform must restore content in 10-14 days unless copyright holder sues
  • Problem: Most users don't know about counter-notices

๐Ÿค– The Automation Problem: When Algorithms Enforce Copyright

๐Ÿšจ Platform Automation Examples

๐Ÿ“บ YouTube Content ID:
  • System: Automated fingerprinting and matching
  • Scale: Scans 500+ hours uploaded every minute
  • Actions: Block, monetize, or track content
  • Problems: Can't analyze fair use context
๐ŸŽต DistroKid & Music Platforms:
  • Problem: Musicians get flagged for their own content
  • Cover songs: Automatic rejections even with proper licenses
  • Classical music: Public domain works flagged as infringing
  • Appeal process: Often slow and opaque

๐ŸŒ Platform Comparison: Different Approaches to Copyright

How Major Platforms Handle Copyright Enforcement

๐Ÿ“บ
YouTube
  • System: Content ID + manual DMCA
  • Approach: Hyper-aggressive (monetize/block)
  • Appeals: Complex multi-tier system
  • Fair Use: Poorly handled by automation
  • Bias: Heavily favors large media companies
๐Ÿ“ฑ
TikTok
  • System: Audio fingerprinting + AI detection
  • Approach: Moderate (mute audio, reduce reach)
  • Appeals: Streamlined but limited
  • Fair Use: Better for short-form content
  • Music: Licensed deals with major labels
๐Ÿ”—
Twitch
  • System: Post-hoc DMCA + live monitoring
  • Approach: Reactive (delete VODs, warn users)
  • Appeals: Standard DMCA counter-notice
  • Fair Use: Struggles with live commentary
  • Problem: Retroactive enforcement chaos
๐Ÿ“ท
Instagram
  • System: Audio matching + visual recognition
  • Approach: Mixed (block, monetize, limit reach)
  • Appeals: Simplified through Meta systems
  • Fair Use: Limited recognition
  • Stories: More lenient for ephemeral content
๐Ÿ“Š The Pattern

All platforms face the same dilemma: automated systems can detect copying but can't understand fair use. The result is systematic over-enforcement that chills legitimate expression.

๐Ÿ“„ Anatomy of a DMCA Takedown Notice

Real DMCA Notice Example (Anonymized)

๐Ÿ“ง DMCA Takedown Notice
To: legal@github.com
From: Universal Music Group Legal Department
Subject: DMCA Takedown Notice - Copyright Infringement

I am writing to notify you of copyright infringement on your platform:

1. Identification of copyrighted work:
"Shape of You" by Ed Sheeran (2017)
Copyright owner: Atlantic Records/Warner Music Group

2. Identification of infringing material:
Repository: github.com/username/music-collection
File: /songs/shape_of_you.mp3
Full audio track uploaded without authorization

3. Contact information:
Universal Music Group
2220 Colorado Avenue, Santa Monica, CA 90404
legal@universalmusic.com

4. Good faith belief statement:
I have a good faith belief that use of the copyrighted material
described above is not authorized by the copyright owner.

5. Accuracy statement:
The information in this notification is accurate, and under
penalty of perjury, I am authorized to act on behalf of
Universal Music Group.

Signature: /s/ Legal Department
Date: March 15, 2025
โœ… What Makes This Valid
  • Identifies specific copyrighted work
  • Locates exact infringing material
  • Includes all required statements
  • Signed under penalty of perjury
โš ๏ธ Common Problems
  • Vague identification of works
  • Missing contact information
  • No good faith belief statement
  • Targeting fair use (bad faith)

โš–๏ธ The Overinclusive vs. Underinclusive Dilemma

๐ŸŽฏ The Enforcement Spectrum: Where Should We Draw the Line?

Every enforcement system faces a fundamental choice about where to set the threshold:

๐Ÿšซ Overinclusive (Current Reality)
  • Strategy: "When in doubt, take it down"
  • Result: Lots of legitimate content removed
  • Examples: Fair use videos, parody, commentary
  • Platform motivation: Avoid DMCA liability

Cost: Chills legitimate expression and fair use

โœ… Underinclusive (Alternative)
  • Strategy: "When in doubt, leave it up"
  • Result: More infringing content remains
  • Examples: Pirated movies, songs
  • Platform risk: Lose safe harbor protection

Cost: More actual infringement goes unaddressed

The Current Reality: Platforms err heavily toward overinclusion because the DMCA creates stronger incentives to remove content than to protect fair use.

๐Ÿ’ญ Fair Use vs. Automated Enforcement: The Fundamental Conflict

๐ŸŽญ Why Algorithms Can't Do Fair Use Analysis

๐Ÿง  Fair Use Requires Human Judgment:
  • Context matters: Is it parody? Commentary? Education?
  • Amount used: Algorithms can measure quantity, not qualitative importance
  • Transformative purpose: Requires understanding creator's intent
  • Market impact: Economic analysis beyond algorithmic capability
๐Ÿค– What Algorithms Actually Do:
  • Pattern matching: "This audio matches this copyrighted song"
  • Binary decisions: Match = infringement (ignoring fair use)
  • Scale efficiency: Process millions of uploads daily
  • False positives: Better safe than sorry approach

๐ŸŽช Real-World Platform Problems

๐Ÿ“ฑ Case Studies in Automated Overreach

๐ŸŽต Musicians vs. Their Own Content:
  • Artists flagged for uploading their own songs
  • Cover song licenses not recognized by algorithms
  • Classical musicians flagged for playing public domain works
๐Ÿ“บ Video Commentary & Education:
  • Film critics flagged for showing movie clips in reviews
  • Educational videos removed for showing historical footage
  • News organizations flagged for showing breaking news clips
๐ŸŽญ Parody & Satire:
  • Comedy sketches removed for using copyrighted music
  • Political satire flagged as trademark infringement
  • Meme culture constantly battling takedown systems
๐Ÿค” Policy Discussion: Balancing the Scales

Central Question: How should we balance protecting copyright holders against preserving space for fair use and legitimate expression?

๐Ÿ’ญ Consider These Approaches:
  • Status quo: Current overinclusive automated systems
  • Human review: Require human evaluation for fair use claims
  • Penalty systems: Penalize platforms for false takedowns
  • Safe harbors for fair use: Protect certain categories of content
  • Algorithmic transparency: Require disclosure of takedown algorithms

Discussion Questions:

  • Is it better to err on the side of protecting copyright or protecting expression?
  • Should platforms face liability for false takedowns?
  • How can we preserve space for criticism, parody, and commentary in an automated world?
  • What would you recommend to fix the current system?
Group discussion - 15 minutes

๐ŸŒ International Variations: EU Copyright Directive Article 17

๐Ÿ‡ช๐Ÿ‡บ Europe's Different Approach

Article 17 (formerly Article 13): Makes platforms directly liable for user uploads, requiring proactive content filtering.

๐Ÿ” Key Differences from US DMCA:
  • Proactive filtering: Must prevent uploads, not just respond to notices
  • Direct liability: Platforms are liable unless they prevent infringement
  • Upload filters: Automated systems effectively required
  • Safeguards: Supposed protections for parody, criticism, quotation

Result: Even more aggressive automated filtering than current US systems. The EU approach makes the overinclusion problem worse, not better.

๐Ÿ”ฎ Future Directions: Reforming Platform Enforcement

๐Ÿ› ๏ธ Potential Solutions for Better Balance

๐Ÿ“‹ Legislative Reform Ideas:
  • Counter-notice improvements: Faster restoration, better user education
  • Fair use safe harbors: Protect certain categories (education, commentary)
  • Penalty for false claims: Consequences for bad-faith takedown notices
  • Algorithmic accountability: Transparency requirements for automated systems
โš–๏ธ Judicial Developments:
  • Lenz v. Universal: Must consider fair use before sending takedown
  • Section 512(f): Liability for knowing misrepresentations
  • Pending cases: Challenging automated overreach

The Challenge: Balancing scale, speed, and accuracy in a system that processes billions of pieces of content daily.

10. ๐Ÿ’ผ Practice Applications & Future Challenges

๐Ÿ“š Copyright in Publishing Practice

๐Ÿง Publishing House Rights Management

  • Acquisition: Negotiating rights from authors
  • Print vs. digital: Separate licensing often required
  • Territory rights: US vs. international distribution
  • Adaptation rights: Film, TV, audio, graphic novel
  • Translation rights: Foreign language editions

๐Ÿ“– Modern Contract Clauses

  • AI disclosure: Must author reveal AI assistance?
  • Warranty clauses: Author guarantees original creation
  • Indemnification: Who's liable for copyright claims?
  • Moral rights: Attribution and integrity (more relevant internationally)

โš–๏ธ Constitutional Anchoring Method for Practice

๐ŸŽฏ "Lead with Law" Analysis Framework

For any copyright issue, always start with fundamental law:

  1. Constitutional purpose: Does this serve "promoting progress of science and useful arts"?
  2. Statutory text: What does the Copyright Act actually say?
  3. Historical precedent: How did foundational cases like Burrow-Giles analyze similar issues?
  4. Modern precedent: Are current courts faithful to constitutional/statutory foundations?
  5. Policy analysis: What outcome best serves constitutional purpose?

๐Ÿ”ฎ Emerging Issues for Literature Lawyers

๐Ÿ“ฑ Digital Platforms

  • Social media literature: Twitter threads, Instagram stories
  • Interactive fiction: Reader participation in plot
  • Podcast narratives: Serial storytelling rights
  • Platform liability: When do platforms become publishers?

๐Ÿค– AI Integration

  • Human-AI collaboration: Authorship determination
  • Contract language: AI disclosure requirements
  • Liability issues: When AI copies existing works
  • Fair use evolution: AI training and learning rights

๐ŸŒ Global Considerations

  • International copyright: Different national approaches to AI
  • Moral rights: Attribution/integrity rights abroad
  • Digital first sale: Resale of e-books and digital works
  • Platform jurisdiction: Which country's law applies?

๐Ÿ’ผ Essential Skills for Future Lawyers

๐Ÿ”ง Technical Competencies

  • AI literacy: Understanding how generative AI actually works
  • Digital platforms: Social media, streaming, e-commerce
  • Publishing industry: How books get made and money flows
  • International copyright: Key differences between jurisdictions

โš–๏ธ Legal Analysis Skills

  • Constitutional grounding: Always start with fundamental law
  • Statutory construction: What did Congress actually write?
  • Precedent application: How do old cases apply to new technology?
  • Policy analysis: What serves the constitutional purpose?
๐ŸŽ“ Practical Application Scenarios

You're counseling these clients - what do you advise?

  1. Novelist: Wants to use AI to help with research and first drafts. What should the publishing contract say about AI use?
  2. Publisher: Wants to create AI-illustrated versions of public domain classics. What copyright issues arise?
  3. Fan fiction writer: Receives cease-and-desist from major studio. How do you analyze fair use vs. derivative work claims?
  4. Literary magazine: Wants to publish AI-assisted poetry. What disclosure and copyright ownership issues must you address?
  5. Academic: Writing book that extensively quotes and analyzes contemporary novels. How much can she quote under fair use?
Client counseling scenarios - 15 minutes

๐Ÿ“š Synthesis: Literature, Law, and Technology

๐ŸŽญ The Literature-Copyright Connection

As you've studied in this course, literature doesn't just reflect lawโ€”it shapes it. Similarly, copyright law doesn't just govern literatureโ€”it fundamentally shapes what gets written, published, and preserved.

Copyright's Role in Literary Culture:
  • Economic foundation: Authors need income to write
  • Publisher incentives: Investment in new voices and experimental work
  • Cultural preservation: Long copyright terms preserve literary heritage
  • Creative building blocks: Fair use allows criticism, parody, and cultural conversation
  • Public domain enrichment: Eventually all works enter the commons

๐Ÿ”ฎ Looking Forward: The Next Chapter

๐Ÿš€ The Future of Literary Copyright

The challenges ahead will test whether copyright law can adapt while serving its constitutional purpose:

Key Questions for the Next Decade:
  • Human-AI collaboration: How do we recognize human creativity enhanced by AI?
  • Global harmonization: Can copyright law work across different national approaches?
  • Platform responsibility: What role should tech companies play in copyright enforcement?
  • Fair use evolution: How should transformative use doctrine adapt to new technologies?
  • Access vs. protection: How do we balance creator rights with public access to knowledge?

๐ŸŽญ Full Circle: From Oscar Wilde to Modern Literature

We began with Oscar Wilde's 1884 photographโ€”the first Supreme Court case recognizing human authorship through technological collaboration. Today, as literature increasingly involves AI, digital platforms, and global distribution, Wilde's image remains the foundational precedent for understanding human creativity in technological contexts.

"I can resist everything except temptation" - including the temptation to revolutionize how we think about authorship, creativity, and the future of literature itself.

For future lawyers: Master the fundamentals, understand the technology, anchor in constitutional purpose, and help shape the law that will govern creativity for generations to come.

๐ŸŽฏ Final Reflection

As future legal professionals who understand both literature and law:

  • How will you help creators navigate the intersection of human creativity and AI assistance?
  • What role should copyright law play in preserving literary culture while enabling innovation?
  • How can the constitutional purpose of "promoting progress" guide us through technological disruption?
  • What would you want copyright law to look like in 2035?
Open discussion - Final 10 minutes