[GOAL] Re: A case for strong fair use / fair dealing with restrictive licenses

2015-04-29 Thread Graham Triggs
On 28 April 2015 at 22:45, Heather Morrison heather.morri...@uottawa.ca
wrote:

  There is nothing in any of the CC licenses that requires that works be
 made available free of charge, either by the downstream user or by the
 original licensor. It is true that a CC license cannot be revoked, however
 the catch is you have to have a copy of the work and proof of the license
 under which you obtained the work. There is nothing to stop the original
 licensor from changing their mind, taking down the CC-BY copy and replacing
 it with a work under whatever terms they like (or not making the work
 available at all).


In any licence that a work is distributed under, there is nothing
compelling the distributor to continue to distribute the work in perpetuity
under the same licence conditions.



  This argument is basically that while CC-BY may appear to be highly
 desirable and reflect the BOAI definition of OA (which I now reject as the
 source of the problem), it is a weak license full of loopholes that could
 be the downfall of open access.


See my statement above. Licences attached to the distribution of a work
just deal with how people that receive the work can make use of it.

What the publisher / distributor can do has to be governed by the rights
assigned to them by the author / copyright holder, and/or the contract that
is in place between the author / copyright holder and the publisher /
distributor. Even when a journal publishes an article as CC-BY; even when
an author deposits a paper to a repository to be distributed as CC-BY, the
author is not making the work available to the publisher or repository
under a CC-BY licence. They are providing a limited set of rights and/or
signing a contract with specific instruction that the distribution to end
users must be made as CC-BY.

You are trying to attach a problem to a particular licence, that could
never, ever be prevented or solved by any licence that exists or could ever
be invented in the future.

Your concerns can only ever be addressed through the agreements an author
makes with a publisher, not through the licence that is offered to end
users.

The only loophole in CC-BY is whether you accept that downstream users
can make commercial use of the work - and if that is a genuine / serious
problem -NC and -SA variants can prevent that.

Regards,
G
___
GOAL mailing list
GOAL@eprints.org
http://mailman.ecs.soton.ac.uk/mailman/listinfo/goal


[GOAL] Re: A case for strong fair use / fair dealing with restrictive licenses

2015-04-29 Thread Heather Morrison
Graham makes some good points.

Anyone who is sharing a work under any Creative Commons license, or any other 
type of license, has no obligation to keep the work available at all, or under 
the same license, in perpetuity. I can post a picture to flickr under whatever 
terms I choose, immediately change my mind and change the terms. If someone 
used the work in the seconds it was available under the initial terms, I cannot 
revoke the license.

The potential for downstream enclosure posed by CC-BY is not a problem of 
licenses of individual works, but rather the attraction of large masses of 
works for profit-taking if CC-BY succeeds as default.

Consider for example if there is success transitioning Elsevier's 
billion-a-year-in-profit, 40% profit margin, STM business to OA as CC-BY. If 
anyone can take the works published by Elsevier and sell them, these kinds of 
profits are likely to attract people and/or companies interested in making 
money.

A downstream commercial user could compete with Elsevier. Since they don't need 
to bother paying a cent to contribute to the original production costs, 
downstream commercial users are at a relatively advantage compared to the 
original publisher when it comes to added value services.

If this threatens Elsevier revenue streams (eg competition for Science Direct 
search services as opposed to content, Scopus), it would make business sense 
for Elsevier to change the license for CC-BY works to more limited terms, or to 
revert to toll access and use differential pricing to discourage commercial 
use. This is what shareholders expect (and have a legal right to expect) 
companies like Elsevier to do - prioritize the bottom line of profit.

It is unlikely that many authors have contracts with publishers requiring a 
particular license even at the time of publication. Funder policies apply to 
grantees, not publishers. Even if there was an author/publisher license 
allowing only CC-BY in perpetuity, CC-BY does not prohibit toll access.

This is not THE scenario, only one possible scenario. I use Elsevier as an 
example because many people on the list are familiar with how profitable the 
company is. A look
at Beall's list may be useful to illustrate the wide range of players that can 
emerge when a business that earns profits for a few companies in the millions 
starts to open up for competition. Think about the people on Wall Street who 
sell things like hedge funds and derivatives. An open invitation to downstream 
commercial use is an open invitation to this sector, too.

Elsevier is likely in a stronger position to out-manoeuvre downstream 
commercial competition than smaller publishers and journals.

To appreciate the danger of re-enclosure it is important to think about the 
scholarly publishing system as a whole rather than individual works.

best,

Heather Morrison
Creative Commons and Open Access Critique series:
http://poeticeconomics.blogspot.ca/2012/10/critique-of-cc-by-series.html?m=1


On Apr 29, 2015, at 1:59 AM, Graham Triggs 
grahamtri...@gmail.commailto:grahamtri...@gmail.com wrote:

On 28 April 2015 at 22:45, Heather Morrison 
heather.morri...@uottawa.camailto:heather.morri...@uottawa.ca wrote:
There is nothing in any of the CC licenses that requires that works be made 
available free of charge, either by the downstream user or by the original 
licensor. It is true that a CC license cannot be revoked, however the catch is 
you have to have a copy of the work and proof of the license under which you 
obtained the work. There is nothing to stop the original licensor from changing 
their mind, taking down the CC-BY copy and replacing it with a work under 
whatever terms they like (or not making the work available at all).

In any licence that a work is distributed under, there is nothing compelling 
the distributor to continue to distribute the work in perpetuity under the same 
licence conditions.


This argument is basically that while CC-BY may appear to be highly desirable 
and reflect the BOAI definition of OA (which I now reject as the source of the 
problem), it is a weak license full of loopholes that could be the downfall of 
open access.

See my statement above. Licences attached to the distribution of a work just 
deal with how people that receive the work can make use of it.

What the publisher / distributor can do has to be governed by the rights 
assigned to them by the author / copyright holder, and/or the contract that is 
in place between the author / copyright holder and the publisher / distributor. 
Even when a journal publishes an article as CC-BY; even when an author deposits 
a paper to a repository to be distributed as CC-BY, the author is not making 
the work available to the publisher or repository under a CC-BY licence. They 
are providing a limited set of rights and/or signing a contract with specific 
instruction that the distribution to end users must be made as CC-BY.

You are trying to attach a problem to a particular 

[GOAL] Re: A case for strong fair use / fair dealing with restrictive licenses

2015-04-29 Thread David Prosser
It is unlikely that many authors have contracts with publishers requiring a 
particular license even at the time of publication.

When an author submits a paper to a journal they often get a selection of 
licenses to choose from. Surely that’s part of the contract to publish?

David



On 29 Apr 2015, at 12:52, Heather Morrison 
heather.morri...@uottawa.camailto:heather.morri...@uottawa.ca wrote:

Graham makes some good points.

Anyone who is sharing a work under any Creative Commons license, or any other 
type of license, has no obligation to keep the work available at all, or under 
the same license, in perpetuity. I can post a picture to flickr under whatever 
terms I choose, immediately change my mind and change the terms. If someone 
used the work in the seconds it was available under the initial terms, I cannot 
revoke the license.

The potential for downstream enclosure posed by CC-BY is not a problem of 
licenses of individual works, but rather the attraction of large masses of 
works for profit-taking if CC-BY succeeds as default.

Consider for example if there is success transitioning Elsevier's 
billion-a-year-in-profit, 40% profit margin, STM business to OA as CC-BY. If 
anyone can take the works published by Elsevier and sell them, these kinds of 
profits are likely to attract people and/or companies interested in making 
money.

A downstream commercial user could compete with Elsevier. Since they don't need 
to bother paying a cent to contribute to the original production costs, 
downstream commercial users are at a relatively advantage compared to the 
original publisher when it comes to added value services.

If this threatens Elsevier revenue streams (eg competition for Science Direct 
search services as opposed to content, Scopus), it would make business sense 
for Elsevier to change the license for CC-BY works to more limited terms, or to 
revert to toll access and use differential pricing to discourage commercial 
use. This is what shareholders expect (and have a legal right to expect) 
companies like Elsevier to do - prioritize the bottom line of profit.

It is unlikely that many authors have contracts with publishers requiring a 
particular license even at the time of publication. Funder policies apply to 
grantees, not publishers. Even if there was an author/publisher license 
allowing only CC-BY in perpetuity, CC-BY does not prohibit toll access.

This is not THE scenario, only one possible scenario. I use Elsevier as an 
example because many people on the list are familiar with how profitable the 
company is. A look
at Beall's list may be useful to illustrate the wide range of players that can 
emerge when a business that earns profits for a few companies in the millions 
starts to open up for competition. Think about the people on Wall Street who 
sell things like hedge funds and derivatives. An open invitation to downstream 
commercial use is an open invitation to this sector, too.

Elsevier is likely in a stronger position to out-manoeuvre downstream 
commercial competition than smaller publishers and journals.

To appreciate the danger of re-enclosure it is important to think about the 
scholarly publishing system as a whole rather than individual works.

best,

Heather Morrison
Creative Commons and Open Access Critique series:
http://poeticeconomics.blogspot.ca/2012/10/critique-of-cc-by-series.html?m=1


On Apr 29, 2015, at 1:59 AM, Graham Triggs 
grahamtri...@gmail.commailto:grahamtri...@gmail.com wrote:

On 28 April 2015 at 22:45, Heather Morrison 
heather.morri...@uottawa.camailto:heather.morri...@uottawa.ca wrote:
There is nothing in any of the CC licenses that requires that works be made 
available free of charge, either by the downstream user or by the original 
licensor. It is true that a CC license cannot be revoked, however the catch is 
you have to have a copy of the work and proof of the license under which you 
obtained the work. There is nothing to stop the original licensor from changing 
their mind, taking down the CC-BY copy and replacing it with a work under 
whatever terms they like (or not making the work available at all).

In any licence that a work is distributed under, there is nothing compelling 
the distributor to continue to distribute the work in perpetuity under the same 
licence conditions.


This argument is basically that while CC-BY may appear to be highly desirable 
and reflect the BOAI definition of OA (which I now reject as the source of the 
problem), it is a weak license full of loopholes that could be the downfall of 
open access.

See my statement above. Licences attached to the distribution of a work just 
deal with how people that receive the work can make use of it.

What the publisher / distributor can do has to be governed by the rights 
assigned to them by the author / copyright holder, and/or the contract that is 
in place between the author / copyright holder and the publisher / distributor. 
Even when a journal publishes an 

[GOAL] Re: A case for strong fair use / fair dealing with restrictive licenses

2015-04-29 Thread Heather Morrison
On 2015-04-29, at 8:43 AM, David Prosser wrote:

 It is unlikely that many authors have contracts with publishers requiring a 
 particular license even at the time of publication.

When an author submits a paper to a journal they often get a selection of 
licenses to choose from. Surely that’s part of the contract to publish?

Comments:

This is an excellent question, David, thanks for asking. My response in brief 
is that this is not as clear and simple as it might seem. Some things to 
consider:

As your question suggests, in the absence of a formal contract there is likely 
an implied contract. However, both the nature and the legal status of such an 
implied contract is far from clear. 

If the author chooses the license but the publisher publishes the work, who is 
the Licensor in Creative Commons terms? If the author retains full copyright 
and is the Licensor, then the original publisher's use of the work is as 
Licensee. First Monday has the best example of real author copyright and 
license choice that I know of - the question of license is entirely up to the 
author, not from a selection but whatever the author wants to do. Following is 
the First Monday Open Access Policy:

First Monday is one of the first openly accessible peer review journals solely 
on the Internet, about the Internet. All of First Monday's current and archival 
content is available freely to anyone with Internet connectivity. Authors 
retain the rights to their work published in First Monday and may freely make 
their papers available as they see fit. Contributors to First Monday are 
encouraged to dedicate their work to the public domain or to select a Creative 
Commons license. Further details can be found at 
http://firstmonday.org/about/submissions#copyrightNotice;

As an author and scholar in this area, this is my preference as the best 
example of author rights and a rare example of a journal that invites scholars 
to really think about the question of copyright and licensing. 

It is not clear that full author copyright makes sense in the context of 
scholarly publishing. For example, in the case of noncommercial licensing, it 
is not only downstream users but also the original publisher that would not 
have blanket commercial rights. Legally, the original publisher would need a 
separate agreement with the author to use the works for commercial purposes. 

As for attribution, if publishers want and expect to be attributed as first 
publisher (and many authors want this association which is a stamp of approval 
of their work), then the attribution element cannot belong exclusively to the 
author. This may be an implicit expectation, or there may be communication 
between author and publisher about attribution, i.e. a separate communication. 
There may be a click-through agreement that touches on this matter, which in 
effect would likely form part of the implicit contract.

An argument can be made that even with author full copyright and license choice 
and no other communication, there must be an implicit license to publish, for 
which there would be substantial precedence in the traditions of scholarly 
publishing. This would suggest that at minimum the author is sub-licensing some 
rights to the publisher. An implicit contract leaves the question of which 
rights are actually transferred unclear. 

If the journal has a default licensing policy, I think an argument can be made 
that the journal, not the author, is the licensor, even if the author retains 
copyright. If a funding agency or institution either requires or strongly 
encourages the use of a particular license, in terms of legal liability I think 
a solid argument can be made that the institution with this policy is 
responsible. I would describe the current situation as a large-scale real world 
experiment. Policies requiring particular licenses draw in people who have not 
chosen to participate in this experiment. A researcher who is an open access 
advocate and chooses voluntarily to publish in a journal that uses the CC-BY 
license can reasonably be expected to take responsibility for this choice. 
However, if a researcher selects a CC-BY license because their funder or 
institution directs them to do so, and there is a problem (e.g. third party 
work is included for which commercial downstream rights cannot be granted), I 
think the researcher would have a good case for passing on responsibility to 
the funder or institution with the CC-BY policy. 

If authors retain full copyright and are the sole Licensors, this does not 
address the potential for downstream enclosure of works licensed as CC-BY. The 
original publisher just becomes one of the downstream users that can decide to 
start selling access to works licensed CC-BY.

best,

Heather Morrison
Creative Commons and Open Access Critique
http://poeticeconomics.blogspot.ca/2012/10/critique-of-cc-by-series.html






___
GOAL mailing list

[GOAL] Re: A case for strong fair use / fair dealing with restrictive licenses

2015-04-29 Thread Graham Triggs
On 29/04/2015 14:09:40, David Prosser david.pros...@rluk.ac.uk wrote:
It is unlikely that many authors have contracts with publishers requiring a 
particular license even at the time of publication.

When an author submits a paper to a journal they often get a selection of 
licenses to choose from. Surely that’s part of the contract to publish?
Agreed - if you are given the choice of a thing, and pay for a thing, then your 
contract is for that thing.
Even for fully OA journals, where there is no selection of a licence, then the 
OA licence that is presented is part of the offering for which you are 
(likely) paying for.
If a specific licence is cited as part of the offering, and there are no terms 
and conditions that allow for it to be varied without the author's permission, 
then there are no legal grounds for changing the licence (without explicit 
permission from the author).
On 29 Apr 2015, at 12:52, Heather Morrison  wrote:

The potential for downstream enclosure posed by CC-BY is not a problem of 
licenses of individual works, but rather the attraction of large masses of 
works for profit-taking if CC-BY succeeds as default.
But who is going to pay for it? Certainly not academic libraries, who would 
know that the CC-BY version exists, and make it available to users.
And the downstream enclosure couldn't legally obscure the existence of the 
CC-BY version - they have to acknowledge it in accordance with the licence 
terms.
A downstream commercial user could compete with Elsevier. Since they don't need 
to bother paying a cent to contribute to the original production costs, 
downstream commercial users are at a relatively advantage compared to the 
original publisher when it comes to added value services.
The downstream commercial user also won't be paid a cent for providing those 
production costs - that will have gone to Elsevier in the form of APCs.
They will largely be competing against Elsevier over something that is free - 
the distribution to end users.
Elsevier wouldn't be making much money - if any - from the distribution. There 
might be some advertising attached, and so consideration of that revenue. But 
in the main, a downstream commercial user trying to sell a distribution 
wouldn't be taking significant revenue from Elsevier - they would just be 
reducing their costs.
If this threatens Elsevier revenue streams (eg competition for Science Direct 
search services as opposed to content, Scopus), it would make business sense 
for Elsevier to change the license for CC-BY works to more limited terms, or to 
revert to toll access and use differential pricing to discourage commercial use.
These are all straw man arguments. We aren't in a hypothetical world of not 
having used CC-BY licences. They have existed and been used in publishing for 
over 10 years.
Look at the growth in publications of BioMed Central (and Springer). And the 
profits they have attracted.
Look at the growth of PLoS, and their avoidance of losing money.
10 years of evidence that publishing CC-BY is not incompatible with commercial 
publishing.
That doesn't mean certain revenue streams may be threatened, and some 
publishers are certainly not actively encouraging a fully CC-BY world. But the 
practical and legal realities of Elsevier doing what you suggest is 
inconceivable.
Regards,
Graham___
GOAL mailing list
GOAL@eprints.org
http://mailman.ecs.soton.ac.uk/mailman/listinfo/goal


[GOAL] Re: A case for strong fair use / fair dealing with restrictive licenses

2015-04-29 Thread Peter Murray-Rust
I agree with Graham. The likelihood of CC-BY being used against the
community is effectively zero.

The reverse is NOT true. CC-BY-NC actually grants the publisher an
effective monopoly to charge for re-use rights. This is not hypothetical.
Publishers are making millions out of papers which are licenced NC. You can
verify this by looking at any CC-NC paper (e.g. from Elsevier), following
Rights and Permissions (to RightsLink) and then asking (say) for
permission to re-use the paper in a book, or for coursebooks, or for
promotional material or whatever. Reasonable requests will vary between
10USD and 1 USD. The record amounts of rights paid to a publisher for a
single paper is over a million USD (a pharmaceutical one). [My blog has
many examples over the years].

My guess is that the publishers probably receive 10-100 million USD per
year through re-use payments (and that's probably an underestimate). Note,
of course, that none of this goes to author, or funder.

So if an author choose to use NC they effectively donate many dollars worth
to the publisher. Since I regard Heather's scenario as zero likelihood we
are simply increasing publisher profits, disadvantaging teachers, authors
of books, small businesses, large businesses, etc. I hope that everyone
urging CC-NC realises this damage (which happens every day) and can justify
the additional millions paid to the publishing industry which provide no
benefit to anyone else.



On Wed, Apr 29, 2015 at 5:26 PM, Graham Triggs grahamtri...@gmail.com
wrote:

 On 29/04/2015 14:09:40, David Prosser david.pros...@rluk.ac.uk wrote:
 It is unlikely that many authors have contracts with publishers requiring
 a particular license even at the time of publication.

 When an author submits a paper to a journal they often get a selection of
 licenses to choose from. Surely that’s part of the contract to publish?

 Agreed - if you are given the choice of a thing, and pay for a thing, then
 your contract is for that thing.
 Even for fully OA journals, where there is no selection of a licence, then
 the OA licence that is presented is part of the offering for which you
 are (likely) paying for.
 If a specific licence is cited as part of the offering, and there are no
 terms and conditions that allow for it to be varied without the author's
 permission, then there are no legal grounds for changing the licence
 (without explicit permission from the author).

 On 29 Apr 2015, at 12:52, Heather Morrison  wrote:

 The potential for downstream enclosure posed by CC-BY is not a problem of
 licenses of individual works, but rather the attraction of large masses of
 works for profit-taking if CC-BY succeeds as default.

 *But who is going to pay for it? Certainly not academic libraries, who
 would know that the CC-BY version exists, and make it available to users.*
 *And the downstream enclosure couldn't legally obscure the existence of
 the CC-BY version - they have to acknowledge it in accordance with the
 licence terms.*

 A downstream commercial user could compete with Elsevier. Since they don't
 need to bother paying a cent to contribute to the original production
 costs, downstream commercial users are at a relatively advantage compared
 to the original publisher when it comes to added value services.

 *The downstream commercial user also won't be paid a cent for providing
 those production costs - that will have gone to Elsevier in the form of
 APCs.*
 *They will largely be competing against Elsevier over something that is
 free - the distribution to end users.*
 *Elsevier wouldn't be making much money - if any - from the distribution.
 There might be some advertising attached, and so consideration of that
 revenue. But in the main, a downstream commercial user trying to sell a
 distribution wouldn't be taking significant revenue from Elsevier - they
 would just be reducing their costs.*

 If this threatens Elsevier revenue streams (eg competition for Science
 Direct search services as opposed to content, Scopus), it would make
 business sense for Elsevier to change the license for CC-BY works to more
 limited terms, or to revert to toll access and use differential pricing to
 discourage commercial use.

 *These are all straw man arguments. We aren't in a hypothetical world of
 not having used CC-BY licences. They have existed and been used in
 publishing for over 10 years.*
 *Look at the growth in publications of BioMed Central (and Springer). And
 the profits they have attracted.*
 *Look at the growth of PLoS, and their avoidance of losing money.*
 *10 years of evidence that publishing CC-BY is not incompatible with
 commercial publishing.*
 *That doesn't mean certain revenue streams may be threatened, and some
 publishers are certainly not actively encouraging a fully CC-BY world. But
 the practical and legal realities of Elsevier doing what you suggest is
 inconceivable.*
 *Regards,*
 *Graham*

 ___
 GOAL mailing list
 

[GOAL] Re: A case for strong fair use / fair dealing with restrictive licenses

2015-04-28 Thread William Gunn
On Apr 26, 2015 2:08 PM, Heather Morrison heather.morri...@uottawa.ca
wrote:

 There are arguments against CC-BY as a default that apply across all
disciplines. The most important is the potential for downstream
enclosure... A broad-based CC-BY success of the open access movement could
easily and quickly revert to toll access on a massive scale in the future
(short, medium or long term).

I think I'm missing a key part of your argument. Can you explain how a
CC-BY licensed work would revert to toll access?
___
GOAL mailing list
GOAL@eprints.org
http://mailman.ecs.soton.ac.uk/mailman/listinfo/goal


[GOAL] Re: A case for strong fair use / fair dealing with restrictive licenses

2015-04-28 Thread Heather Morrison
There is nothing in any of the CC licenses that requires that works be made 
available free of charge, either by the downstream user or by the original 
licensor. It is true that a CC license cannot be revoked, however the catch is 
you have to have a copy of the work and proof of the license under which you 
obtained the work. There is nothing to stop the original licensor from changing 
their mind, taking down the CC-BY copy and replacing it with a work under 
whatever terms they like (or not making the work available at all).

This argument is basically that while CC-BY may appear to be highly desirable 
and reflect the BOAI definition of OA (which I now reject as the source of the 
problem), it is a weak license full of loopholes that could be the downfall of 
open access.

best,

Heather

On Apr 28, 2015, at 5:21 PM, William Gunn 
william.g...@gmail.commailto:william.g...@gmail.com wrote:


On Apr 26, 2015 2:08 PM, Heather Morrison 
heather.morri...@uottawa.camailto:heather.morri...@uottawa.ca wrote:

 There are arguments against CC-BY as a default that apply across all 
 disciplines. The most important is the potential for downstream enclosure... 
 A broad-based CC-BY success of the open access movement could easily and 
 quickly revert to toll access on a massive scale in the future (short, medium 
 or long term).

I think I'm missing a key part of your argument. Can you explain how a CC-BY 
licensed work would revert to toll access?

___
GOAL mailing list
GOAL@eprints.orgmailto:GOAL@eprints.org
http://mailman.ecs.soton.ac.uk/mailman/listinfo/goal
___
GOAL mailing list
GOAL@eprints.org
http://mailman.ecs.soton.ac.uk/mailman/listinfo/goal


[GOAL] Re: A case for strong fair use / fair dealing with restrictive licenses

2015-04-26 Thread didier . pelaprat
Dear Heather,

Once more so clear, illustrated and straightforward.

Many thanks for that.

One size fits rarely all... in every aspects of life. It sure makes life 
more complicated than death, but...

One remark: the large-mind and generous advocacy for CC-BY licenses by 
publishers is accompanied, in some cases, by an extra-fee if the authors 
want another license.

I figure out that this is what we could call a fair-use of advocacy?

Didier


Le 25-04-2015 20:01, Heather Morrison a écrit :
 The types of works that many students and faculty would like to be
 able to include in scholarly works are not necessarily from other
 scholarly works. For example, scholars in my doctoral discipline of
 communication study a wide range of types of works including
 newspapers, television, films, cartoons, advertising, blogs and social
 media, and public relations materials. It is very useful for scholars
 to be able to include images and text from the primary source
 materials, either as illustration or for purposes of critique.
 Obtaining permission to use even small excerpts of such works is
 time-consuming at best. I argue that it would be in the best interests
 of scholarship to advocate for strong fair use / fair dealing
 exceptions for research and academic critique globally and accept that
 more restrictive licenses may be necessary to avoid the potential for
 re-use errors that could easily occur with blanket licenses allowing
 broad re-use. For example, while it makes sense to allow scholars to
 include small movie stills in an academic piece, it could be quite
 problematic for scholars to include such items in works that grant
 blanket commercial and re-use rights downstream.
 
 This illustrates what I see as one of the problems with the one size
 fits all CC-BY license preferred by some open access advocates (which
 I consider to be a serious error): what I interpret as an implicit
 assumption that all of the works scholars are likely to want to re-use
 are other scholarly works. Rather than making assumptions, let's do
 some research to find out what scholars and students would like to be
 able to re-use. Anecdotally, in my experience the most popular items
 for re-use are images from popular culture (especially characters from
 the Simpsons TV series), not scholarly works. Scholarly journals like
 to use photos to add interest and aesthetic value. If it is the case
 that the greatest interest in re-use for scholars involves works from
 popular culture / outside the academy, then ubiquitous CC-BY licenses
 for absolutely every scholarly article, book, and dataset in the whole
 world would not solve the primary re-use question for a majority of
 scholars.
 
 This is not meant to suggest that advocacy for global fair use / fair
 dealing rights for academic research and critique is an easy task,
 rather to raise the question of whether this is an appropriate and
 useful goal for scholarly works.
 
 This post is part of the Creative Commons and Open Access Critique
 series on my scholarly blog, The Imaginary Journal of Poetic
 Economics. To comment on the blogpost:
 http://poeticeconomics.blogspot.ca/2015/04/a-case-for-strong-fair-use-fair-dealing.html
 
 Creative Commons and Open Access Critique series:
 http://poeticeconomics.blogspot.ca/2012/10/critique-of-cc-by-series.html
 
 best,
 
 --
 Dr. Heather Morrison
 Assistant Professor
 École des sciences de l'information / School of Information Studies
 University of Ottawa
 http://www.sis.uottawa.ca/faculty/hmorrison.html
 Sustaining the Knowledge Commons http://sustainingknowledgecommons.org/
 heather.morri...@uottawa.ca
 
 
 
 ___
 GOAL mailing list
 GOAL@eprints.org
 http://mailman.ecs.soton.ac.uk/mailman/listinfo/goal

___
GOAL mailing list
GOAL@eprints.org
http://mailman.ecs.soton.ac.uk/mailman/listinfo/goal


[GOAL] Re: A case for strong fair use / fair dealing with restrictive licenses

2015-04-26 Thread William Gunn
Thanks for sharing your well - thought position, Heather.

My background is science, where the arguments for CC-BY are clear (legal
uncertainty inhibits reuse), but I don't profess to know the dynamics of
communication studies. In your example of a film still, why would it be ok
to use in the first paper, but not downstream? Is the argument that TV 
film producers will seek to prevent even scholarly use of their works if
authors retain copyright vs. publishers?
On Apr 25, 2015 3:11 PM, Heather Morrison heather.morri...@uottawa.ca
wrote:

 The types of works that many students and faculty would like to be able to
 include in scholarly works are not necessarily from other scholarly works.
 For example, scholars in my doctoral discipline of communication study a
 wide range of types of works including newspapers, television, films,
 cartoons, advertising, blogs and social media, and public relations
 materials. It is very useful for scholars to be able to include images and
 text from the primary source materials, either as illustration or for
 purposes of critique. Obtaining permission to use even small excerpts of
 such works is time-consuming at best. I argue that it would be in the best
 interests of scholarship to advocate for strong fair use / fair dealing
 exceptions for research and academic critique globally and accept that more
 restrictive licenses may be necessary to avoid the potential for re-use
 errors that could easily occur with blanket licenses allowing broad re-use.
 For example, while it makes sense to allow scholars to include small movie
 stills in an academic piece, it could be quite problematic for scholars to
 include such items in works that grant blanket commercial and re-use rights
 downstream.

 This illustrates what I see as one of the problems with the one size fits
 all CC-BY license preferred by some open access advocates (which I consider
 to be a serious error): what I interpret as an implicit assumption that all
 of the works scholars are likely to want to re-use are other scholarly
 works. Rather than making assumptions, let's do some research to find out
 what scholars and students would like to be able to re-use. Anecdotally, in
 my experience the most popular items for re-use are images from popular
 culture (especially characters from the Simpsons TV series), not scholarly
 works. Scholarly journals like to use photos to add interest and aesthetic
 value. If it is the case that the greatest interest in re-use for scholars
 involves works from popular culture / outside the academy, then ubiquitous
 CC-BY licenses for absolutely every scholarly article, book, and dataset in
 the whole world would not solve the primary re-use question for a majority
 of scholars.

 This is not meant to suggest that advocacy for global fair use / fair
 dealing rights for academic research and critique is an easy task, rather
 to raise the question of whether this is an appropriate and useful goal for
 scholarly works.

 This post is part of the Creative Commons and Open Access Critique series
 on my scholarly blog, The Imaginary Journal of Poetic Economics. To comment
 on the blogpost:
 http://poeticeconomics.blogspot.ca/2015/04/a-case-for-strong-fair-use-fair-dealing.html

 Creative Commons and Open Access Critique series:
 http://poeticeconomics.blogspot.ca/2012/10/critique-of-cc-by-series.html

 best,

 --
 Dr. Heather Morrison
 Assistant Professor
 École des sciences de l'information / School of Information Studies
 University of Ottawa
 http://www.sis.uottawa.ca/faculty/hmorrison.html
 Sustaining the Knowledge Commons http://sustainingknowledgecommons.org/
 heather.morri...@uottawa.ca



 ___
 GOAL mailing list
 GOAL@eprints.org
 http://mailman.ecs.soton.ac.uk/mailman/listinfo/goal

___
GOAL mailing list
GOAL@eprints.org
http://mailman.ecs.soton.ac.uk/mailman/listinfo/goal


[GOAL] Re: A case for strong fair use / fair dealing with restrictive licenses

2015-04-26 Thread Heather Morrison
There are arguments against CC-BY as a default that apply across all 
disciplines. The most important is the potential for downstream enclosure. The 
sale of the business you've been involved with, William (Mendeley) to Elsevier 
may be illustrative here. Scholars who upload works to services like Mendeley 
are not necessarily aware of the business environment. BioMedCentral was bought 
by Springer a few years ago. Springer continues to run BMC on an open access 
basis, but they have no obligation to continue in this direction (unless there 
is a contractual obligation behind the scenes that requires this). A 
broad-based CC-BY success of the open access movement could easily and quickly 
revert to toll access on a massive scale in the future (short, medium or long 
term).

A system of institutional and disciplinary repositories full of content 
available under generally more restrictive terms (eg fair use / fair dealing 
base), with some redundancy through multiple copies, would be a more 
sustainable system for open access.

To return to the topic of whether strong fair use / fair dealing with more 
restrictive licenses might be better for open access and scholarship, there 
will be examples from areas of science similar to the ones that I have made for 
communication. For example in all applied sciences (eg engineering, some areas 
of chemistry,   medicine), some researchers will be working with (or 
critiquing) organizations of various types (commercial, government, 
not-for-profit). These organizations will sometimes have materials of use in 
academic works (photos, videos, figures, charts). In the case of cooperating 
organizations, scholars may have more success obtaining permission to use third 
party works if they will be included in works with more restrictive terms (eg 
all rights reserved or CC-BY-NC-ND). In the case of critique, arguments for 
rights to use portions of works to critique them (fair use / fair dealing) 
cannot be extended to rights to grant blanket downstream commercial and 
derivative rights, or to create a situation where others could assume such 
rights in error by indicating that the whole work (article, book, journal) is 
CC-BY.

Issues with third party works with CC-BY defaults are inability to include 
third party works, academic freedom issues if scholars cannot include works 
because of a CC-BY policy, legal risks for decision-makers who demand or 
strongly encourage others to use CC-BY, and I argue ultimately limitations on 
the kinds of research that academics can do if we must work under expectations 
of releasing all our works as CC-BY.

Issues with third party works were mentioned in the responses to the recent 
review of the RCUK policy with respect to the CC-BY requirement: 
http://www.rcuk.ac.uk/research/openaccess/2014review/

best,

Heather Morrison

On Apr 26, 2015, at 3:11 AM, William Gunn 
william.g...@gmail.commailto:william.g...@gmail.com wrote:


Thanks for sharing your well - thought position, Heather.

My background is science, where the arguments for CC-BY are clear (legal 
uncertainty inhibits reuse), but I don't profess to know the dynamics of 
communication studies. In your example of a film still, why would it be ok to 
use in the first paper, but not downstream? Is the argument that TV  film 
producers will seek to prevent even scholarly use of their works if authors 
retain copyright vs. publishers?

On Apr 25, 2015 3:11 PM, Heather Morrison 
heather.morri...@uottawa.camailto:heather.morri...@uottawa.ca wrote:
The types of works that many students and faculty would like to be able to 
include in scholarly works are not necessarily from other scholarly works. For 
example, scholars in my doctoral discipline of communication study a wide range 
of types of works including newspapers, television, films, cartoons, 
advertising, blogs and social media, and public relations materials. It is very 
useful for scholars to be able to include images and text from the primary 
source materials, either as illustration or for purposes of critique. Obtaining 
permission to use even small excerpts of such works is time-consuming at best. 
I argue that it would be in the best interests of scholarship to advocate for 
strong fair use / fair dealing exceptions for research and academic critique 
globally and accept that more restrictive licenses may be necessary to avoid 
the potential for re-use errors that could easily occur with blanket licenses 
allowing broad re-use. For example, while it makes sense to allow scholars to 
include small movie stills in an academic piece, it could be quite problematic 
for scholars to include such items in works that grant blanket commercial and 
re-use rights downstream.

This illustrates what I see as one of the problems with the one size fits all 
CC-BY license preferred by some open access advocates (which I consider to be a 
serious error): what I interpret as an implicit assumption that all of the 
works scholars are