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The Doctrine of Fair Use

BY Frank M. Caprio
November 24, 2009

The doctrine of “fair use” is an important limitation on copyright owners' exclusive rights to their copyrighted works. In fact, the Copyright Act states that fair use “is not an infringement.” The definition of fair use was recently examined by the U.S. District Court for the Eastern District of Pennsylvania in Warren Publishing Co. v. Spurlock d/b/a Vanguard Productions. In this case, the court ruled that, under fair use, the defendant could reproduce, without the copyright owner's permission, artwork by Basil Gogos as well as magazine covers that first published such artwork in a book about the work of Gogos. The court's opinion in this case provides a thoughtful and useful analysis of the bounds of fair use.

Fair Use Doctrine Defined

In 1976, the doctrine of fair use was codified in Section 107 of the Copyright Act, which states that unauthorized reproductions of a copyrighted work “for purposes such as criticism, comment, news reporting, teaching (including multiple copies for classroom use), scholarship, or research, is not an infringement of copyright.” The Act also sets forth four factors to be used in determining, on a case-by-case basis, whether a particular use of a copyrighted work is a fair use:

  • the purpose and character of the use, including whether such use is of a commercial nature or is for nonprofit educational purposes;
  • the nature of the copyrighted work;
  • the amount and substantiality of the portion used in relation to the copyrighted work as a whole; and
  • the effect of the use upon the potential market for or value of the copyrighted work.

Because application of the doctrine of fair use involves a multifactor analysis, and the weight afforded to any single factor varies from case to case, the line between infringement and fair use is sometimes thin and can be difficult to discern. It is always fact-intensive. There is no magic number or percentage of words, photographs, musical notes, etc., that must be copied to rise to the level of infringement, or that may be taken without prior permission but with confidence, such that one can be assured of the applicability or inapplicability of the fair use doctrine.

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