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Crafting Copyright Law to Encourage and Protect User-Generated Content in the Internet Social Networking Context

Authors:
  • Institute for Intellectual Property and Social Justice, United States

Abstract

In the online social networking context, the constitutional purpose of the Copyright Clause will best be served by establishing relatively clear guidelines through legislation and court decisions that protect the ability of users and creators of works, including derivative works, to utilize the full capabilities of social networking technologies and the technologies that help make networks so vibrant – without having to depend upon the mercurial forbearance of copyright holders. In this essay, I propose that the copyright law in the online social networking context should explicitly authorize the sorts of interactions generally done by online social network participants now. Codifying current practice would cause little if any negative impact to the creation of and commercial exploitation of copyrighted works for those wanting to do so. To the extent there would be any negative impact, it would be insubstantial, and financial incentives attendant to the copyright monopoly for the creation of new works would still be more than sufficient – music, literature, and movies would still be created and commercially exploited. The purpose of the Copyright Act is not to protect business models that become outmoded; it is to protect the societal interest in the creation and distribution of copyrighted works.
Widener Law Journal
2010
Symposium
Internet Expression in the 21
st
Century: Where Technology and Law Collide
*843 CRAFTING COPYRIGHT LAW TO ENCOURAGE AND PROTECT USER-
GENERATED CONTENT IN THE INTERNET SOCIAL NETWORKING CONTEXT
Steven D. Jamar [FNa1]
Copyright © 2010 by the Widener University School of Law; Steven D. Jamar
Online social networking sites like Facebook [FN1] and YouTube [FN2] are popular and
continue to grow both in the numbers of people and organizations involved and in the services
and functions available. The social networking technologies, combined with the affordability
and ease of use of hardware and software to manipulate digitized works, create new chal-
lenges to copyright law. [FN3] Works are more easily copied and distributed, and derivative
works of all types (audio-visual, audio, graphic, etc.) and quality are easier to make than ever
before. Online social networks, through their support of users' ability to generate and share
works, *844 serve the constitutional copyright purpose of advancing culture and society or, in
the words of the Constitution, these sites “promote the Progress of Science and useful Arts.”
[FN4] Indeed, online social networking is perhaps the most vibrant location of the creation
and dissemination of information today.
For the most part, forbearance by copyright holders from enforcing rights at present seems
to accommodate most social networking uses, [FN5] and a robust application of the fair use
doctrine could support that practice in law. [FN6] Were the forbearance to stop, [FN7]
however, or were fair use not applied robustly in support of users and cultural and social de-
velopments in cyberspace, [FN8] the explosion of creative expression could be capped and the
dynamic development of online society dampened. Indeed, cases such as Lenz v. Universal
Music Corp., [FN9] where the court established that fair use must be considered before a Di-
gital Millennium Copyright Act (DMCA) [FN10] takedown notice may be sent pursuant to 17
U.S.C. § 512, [FN11] illustrate how copyright holders can chill even the most *845 innocent
of postings to YouTube. [FN12] The number of such improper notices given without being
contested is unknown. At times, for some copyright holders, the attitude seems to be best ex-
pressed by the seagulls in Disney's film, Finding Nemo, [FN13] where a cacophony of “mine,
mine, mine” explodes as they relentlessly chase after Nemo's father to get the last possible
morsel of food. [FN14] Both the Lenz case and the Recording Industry Association of Amer-
ica (RIAA) suits [FN15] seem to exemplify this attitude, as does the current drive to make In-
ternet service providers (ISPs) the gatekeepers for copyrighted content online. [FN16]
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*846 A properly tailored copyright law for online social networks could ensure the ad-
vancement of the constitutional purpose of copyrights through user-generated works including
advancement by the creation and sharing of derivative works. [FN17] The building of com-
munity and the development of culture and society through such creation and sharing are ex-
actly the sorts of things contemplated in the constitutional directive. [FN18]
*847 In the online social networking context, the constitutional purpose of the Copyright
Clause [FN19] will best be served by establishing relatively clear guidelines through legisla-
tion and court decisions that protect the ability of users and creators of works, including deriv-
ative works, to utilize the full capabilities of social networking technologies and the technolo-
gies that help *848 make networks so vibrant-without having to depend upon the mercurial
forbearance of copyright holders.
In this essay, I propose some possible contours for such a system. This is not new ground
in some ways insofar as Larry Lessig in Remix [FN20] (and other works), along with others,
notably William Patry [FN21] and Jessica Litman, [FN22] have explored aspects of the topic-
and 1 draw heavily upon their ideas. [FN23]
The copyright law in the online social networking context should explicitly authorize the
sorts of interactions generally done by online social network participants now. Codifying cur-
rent practice would cause little if any negative impact to the creation of and commercial ex-
ploitation of copyrighted works for those wanting to do so. To the extent there would be any
negative impact, it would be insubstantial, and financial incentives attendant to the copyright
monopoly for the creation of new works would still be more than sufficient-music, literature,
and movies would still be created and commercially exploited. The purpose of the Copyright
Act [FN24] is not to protect business models that become outmoded; it is to protect the societ-
al interest in the creation and distribution of works. [FN25]
I propose revising the Copyright Act and interpreting it along the following lines:
1. Noncommercial social network users should be allowed to lawfully post links to
and post portions of copyrighted works without permission.
*849 2. A broad right to create and disseminate derivative works online for noncom-
mercial purposes should be provided.
3. A right to create derivative works for commercial purposes should be given where
even substantial portions of the original work are used, provided that
(a) the new work is original; [FN26]
(b) the new work is (i) transformative or (ii) constitutes parody, satire, or com-
mentary; and
(c) the new work does not directly compete with the source work.
The third part of the proposal essentially seeks a rethinking of the scope of the right to
control the creation and distribution of derivative works in a number of situations involving
digital forms of works. [FN27]
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This proposal comports with the actual usage and expectations of the people. [FN28] Just
as importantly, it advances the constitutional *850 purpose of copyright law to promote the
creation and dissemination of information for the progress [FN29] of culture and, as a *851
colleague and I have argued elsewhere, social justice. [FN30] Social justice is a protean
concept. Social justice encompasses at the very least inclusion of everyone in the benefits of
society, culture, economic opportunity, and technological possibilities. People should be able
to share fully the bounty that has been created and is being created. Sharing in the bounty in-
cludes being able to use what is to create what is to be; everyone should be able to use the past
works to create new works. And indeed that is how works have always been created. [FN31]
We should not be making criminals of many people in order to maintain old business models
by not recognizing appropriate use being made of prior works. [FN32]
Applying social justice concepts to copyright does not eviscerate the rights of copyright
holders in copyrighted works, but it does require proper limitations on the scope of rights at-
tached to such works. [FN33] If someone has lawfully acquired a copy of a work, the degree
of freedom to use that work to create new works should be much broader than it is today in
many instances, particularly in the digital realm. [FN34] I can read a book, show a movie, or
perform a song without infringing. I can use the ideas and create my own work without in-
fringing. But if I make and distribute a derivative work of sample a single sound for a sound
recording (both ubiquitous practices online), I infringe. This limits my participation in the use
and creation of works and culture and society and limits my ability to exploit commercially
and to enter into the information world as a provider in ways that are unnecessary, counterpro-
ductive, unwise, and not in line with tenets of social justice. [FN35]
*852 Implementation of this proposal would remove uncertainty caused by the specter of
lawsuits by copyright holders [FN36] and the move to make ISPs and host sites liable for
user-generated content that may infringe under current law. [FN37] It would reduce the abuses
under the DMCA, such as the takedown notice issued for the home video of a baby bopping to
a Prince tune. [FN38] As an example of a work that would be protected under this proposal,
the AV work of Stairway to Gilligan's Island, which put the lyrics from the Gilligan's Island
theme song to Led Zeppelin's live, AV recording of Stairway to Heaven, [FN39] would easily
pass the transformation and originality tests. [FN40]
This approach fits well within the commercial rights regime underlying the United States
system. [FN41] Under the United States system of copyright, the act of creation and the moral
power connected to ‘mineness' are not the proper focus or function of protecting certain rights
in certain types of works against certain uses without permission. [FN42] Instead, under the
United States system, *853 it is the benefit to society that matters. [FN43] This proposal re-
balances the scope of the enforceable right and the public purpose of granting that right. Most
rights under copyright would not be significantly affected, and even the right to control deriv-
ative works, the right most directly impacted, would remain robust in most respects.
Creation and dissemination of works are the purpose of copyright. But copyright should
be granted only to the extent necessary to incentivize those activities. [FN44] The problems
are where to draw the lines and on what basis. In literature, theater, and film, how much
should copyright protect characters? Plot? Imagined worlds? Fact-like things within those
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worlds? Or in music, should copyright protect music keys? Chord progressions? Rhythms?
Melodies? Lyrics? Or for sound recordings, how much should copyright protect the actual
sounds on the recording? Or for visual works, how much should copyright protect images? Se-
quences of images? Parts of images? Or for utilitarian works like software, should it ever ex-
tend beyond the literal? If so, to what? And why? From a policy perspective, one should pro-
tect works and parts of works only to the extent necessary to provide an incentive for their
creation.
One of the ways copyright law has addressed the proper limits of the rights granted by
copyright is the idea/expression dichotomy. [FN45] Original expression is protected; ideas are
not. [FN46] The problem is to distinguish between the two. For some works, it is appropriate
to protect against more than literal copying, or else, in the words of Judge Learned Hand in
Nichols v. Universal Pictures Corp.:
a plagiarist would escape by immaterial variations. That has never been the law, but,
as soon as literal appropriation ceases to be the test, the whole matter is necessarily at
large, so that, *854 as was recently well said by a distinguished judge, the decisions can-
not help much in a new case. [FN47]
Judge Hand then articulated the nontest, which has come to be known as the abstractions
test:
Upon any work, and especially upon a play, a great number of patterns of increasing
generality will fit equally well, as more and more of the incident is left out. The last may
perhaps be no more than the most general statement of what the play is about, and at
times might consist only of its title; but there is a point in this series of abstractions
where they are no longer protected, since otherwise the playwright could prevent the use
of his “ideas,” to which, apart from their expression, his property is never extended.
Nobody has ever been able to fix that boundary, and nobody ever can. [FN48]
Judge Hand is correct: no formula of words can mechanically determine the proper bound-
ary between unprotected ideas and putatively protected expression.
Certain other standard copyright limits are related to or arise out of the idea/expression di-
chotomy. For example, the doctrine of merger states that when there is only one way (or a
very limited number of ways) to express an idea, the expression merges with the idea and is
unprotected. [FN49] In literature or poetry or historical writing, and indeed in writings of all
kinds, there would rarely be just one way to explain or express or capture an idea or emotion
or sensation. And in music there are endless ways to create endless numbers of melodies and
to work them into songs and longer works.
Similarly, copyright does not extend to the building blocks of either writings or music.
[FN50] The assemblage may be protected as original, but at some point one is confronted with
a merged unit: a word or short phrase is merged with the idea, a sound is merged *855 with a
note or a chord, a rhythm is merged with the expression of it. No permission is required to use
another's idea or chord or rhythm.
My proposal expands the allowable use of raw materials first made by others without first
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obtaining their permission in the social networking world for user-generated content, particu-
larly for those works without a commercial motive or substantial commercial impact. Part III
of the proposal also builds on the idea/expression dichotomy and related doctrines of the un-
protectability of building blocks and standard devices (scenes a faire, blues progression, etc.),
but in a more limited fashion due to the commercial aspect.
All works use the material of others as raw material for the new works, some very directly
and explicitly: The Wizard of Oz gets reimagined as Wicked [FN51] and Gone with the Wind
is recast as The Wind Done Gone. [FN52] Other works draw upon more varied or remotely
connected sources. The forbidden marriage plot was not new when Shakespeare wrote Romeo
and Juliet, nor was it original when, centuries later, Judge Learned Hand wrote about the
copyright dispute involving two works, each of which revolved around a child of a Catholic
family marrying a child of a Jewish family. [FN53] Avatar [FN54] is a story well told, but it is
an old story or, at most, an amalgam of bits of other old stories. [FN55]
*856 For many user-generated works, including, for example, fan fiction, problematic is-
sues arise from the copyright holder's right to control the making and exploitation of derivat-
ive works. [FN56] Every work is, in a nonlegalistic sense of the word, derived from some oth-
er work or works. Composer Igor Stravinsky famously said, “‘A good composer does not imit-
ate, he steals.”’ [FN57] T.S. Eliot said the same about poets: “‘Immature poets imitate; mature
artists steal.”’ [FN58] Indeed, as Mr. Justice Hugh Laddie wrote:
The whole of human development is derivative. We stand on the shoulders of the
scientists, artists and craftsmen who preceded us. We borrow and develop what they
have done; not necessarily as parasites, but simply as the next generation. It is at the
heart of what we know as progress. [FN59]
The problem is not whether works are derived from others. They are. They all are. The
problem is not whether people will copy or create new works based on the ideas and the ex-
pression of others; they do and will continue to do so. The question is what works or sorts of
derivative works (in the vernacular sense of ‘derivative’) should be allowed without permis-
sion and which ones need permission. The idea/expression dichotomy concept helps us think
about this problem but resolves little. The idea of protecting only some but not all derivative
works is not very helpful; the problem is how does one distinguish among them? Deciding
where to draw the line between derivative works that infringe and those that do not is not
easy. The line can and should be drawn better and more clearly than at present, where user-
creators need to rely upon the vagaries of fair use or the abstractions of the idea/expression di-
chotomy concept. A better, brighter line should be developed to *857 support the creation and
dissemination of user-generated content online.
Some of the aspects of the derivative works right are not problematic or controversial
today and should continue to exist in strong forms. Examples include the right to translate the
work into another language [FN60] or the right to transfer a work from one medium to anoth-
er, such as making a movie from a comic book series. [FN61] Similarly, the right to market
commercial spinoffs, such as action figures, is not a matter of much controversy. However, if
the protection for a derivative work were pushed just a step or two further than it exists today,
the right to control derivative works could swallow the idea/expression dichotomy concept.
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For example, the granddaddy of superhero comics, Superman, could truthfully claim that all
subsequent superhero comics were ‘derived’ from it. But we should not stop the creation of
Captain America, Batman, Spiderman, Green Lantern, the Fantastic Four, and so on [FN62]
just because they owe so much to Superman. That seems like an easy line to draw: you cannot
tie up a whole genre, even if you created it. Neither Tolkien and Frodo Baggins [FN63] nor
Rowling and Harry Potter [FN64] can stop others from creating worlds where magic is real.
The proper limits of the derivative work right should be determined by the purpose of
copyright and the need to grant such a right to incentivize the creation of works. Where a de-
rivative *858 work made by another neither competes with nor otherwise reduces the ability
to exploit the underlying work, the right should not stop the creation and distribution of the
derivative work.
Fan fiction distributed online uses worlds created by others, and generally the fan fiction
authors use characters that were created and placed in those worlds by the original authors as
well. There are hundreds of stories, some full-book length (or longer), set in the Harry Potter
universe using the Harry Potter characters. [FN65] Some are faithful to the Rowling creation;
others feel free to change the rules, the magic, the characters and, of course, the plot. Some
plots are just new additions or back stories or other adventures. Some stay closer to the Harry
Potter canon, but rework things they dislike.
Authors should be admitted into Middle Earth or Harry Potter's world, and while there,
they should be able to use the same geography and magic powers and limits of those worlds
without a visa. Worlds, even original ones, should not be protected by copyright any more
than the detective genre should be tied up by the first detective story. Fans should be able to
tell more about life among the hobbits or write a story about other students at Hogwarts
without first getting permission from the creators of those worlds.
While the use of the original author's characters and plotlines by those writing fan fiction
is somewhat more problematic than merely using the fictional world as a setting, both the
plotlines and leading characters should be open to use by authors writing noncommercial fan
fiction for online distribution. Retelling The Lord of the Rings from Sauron's perspective with
Sauron winning should be permitted, even with Gandalf, Frodo, and Gollum all playing major
roles. Fan fiction reworking the storyline of Harry Potter such that Harry and Hermione end
up together [FN66] or Dumbledore does not die, should similarly be permitted.
*859 There is no commercially justifiable reason to stop the publication of these noncom-
mercial works. And yet, under current law, this huge outpouring of creative works would be
stopped if Rowling chose to do so because they are all derivative works under sections 101,
[FN67] 103, and 106 of the Copyright Act. [FN68]
If a work is to be commercially exploited, then a greater degree of originality should be
required, and the work should be more transformed than being merely parroted with a twist.
Characters should still be available for use since they are integral parts of the worlds. Track-
ing the same plotline would be more problematic in the commercial setting unless the sort of
transformative commentary of The Wind Done Gone variety exists. Of greater importance
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than either originality or transformativeness should be the degree to which the new work com-
petes with or reduces the market for the underlying work. Even strongly derivative works that
follow the original plot and use well-developed, defining characters may not, in fact, compete
with the original work and may not, in fact, undermine the value or market for the original
work and may not appropriate a legitimate market opportunity away from the original work's
copyright holder. The financial incentive to create should be protected, but not more than is
necessary for the incentive to exist.
*860 Tom Stoppard's Rosencrantz & Guildenstern Are Dead takes bit characters from
Hamlet and tells their story. [FN69] One should not need to wait for copyright to expire to
make such leaps, even commercially. If Tolkien himself had not done so, others should be al-
lowed to write the story of Tom Bombadil, even for commercial gain.
Thus hugely popular works in well-developed and popular worlds would be more open to
exploitation by others than less familiar or less popular works; the negative impact on the
Harry Potter series from anything done by fans will be negligible. The impact of similar fan
fiction on less well-known works may be greater and so should be examined a little more
closely; some care should be taken to protect against co-opting a sequel for commercial gain,
particularly of a work by a new artist. This sort of sliding scale undermines the clarity of the
line I am seeking to draw, but it is appropriate for commercial works. Creation and distribu-
tion of noncommercial derivative works would still be broadly protected.
J.K. Rowling's Harry Potter series has generated a huge industry in commercial derivative
works, including films, ornaments, toys, and more. It has also generated a huge Internet pres-
ence of unauthorized websites with noncommercial fan fiction commentaries. J.K. Rowling
has not tried to stop this online explosion. Nor has she tried to block the ongoing creation and
online publishing of The Harry Potter Lexicon, a Harry Potter online cyclopedia. [FN70] In-
deed, evidence was admitted in court that she herself used it when writing the later books in
the series: “‘This is such a great site that I have been known to sneak into an internet cafe
while out writing and check a fact rather than go into a bookshop and buy a copy of Harry
Potter (which is embarrassing). A website for the dangerously obsessive; my natural home.”’
[FN71] But when Steve Vander Ark, the author of The *861 Lexicon, decided to publish a
hardcopy version, Rowling sued and stopped him. [FN72] Ultimately, protected by the doc-
trine of fair use, a shorter version of The Lexicon that used less material directly from the
books (for example, fewer descriptive paragraphs were taken verbatim or in slightly modified
form) was published. [FN73]
The online version of The Lexicon and all of the fan fiction are derivative works under
current law and thus could be barred by Rowling and the other copyright holders. Thus their
existence is contingent upon the forbearance of the copyright holders. It should not be. These
works should be encouraged. Neither Rowling nor Warner Bros, need broader rights to in-
centivize their creative Harry Potter books and movies, respectively. Nor do they need to stop
fans from doing what they are doing online to make money through other avenues. [FN74]
Under current law, no one has been able to publish an account of Holden Caulfield as an
adult because J.D. Salinger would not authorize it and copyright law gave him control not
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only over the story, The Catcher in the Rye, [FN75] but also over Holden's name and charac-
ter, including his later imagined but never developed or published life. [FN76] This may have
made some copyright sense while *862 Salinger was alive, had he indicated any interest in
writing such a sequel himself. But he did not. [FN77] But, have no fear, in 2046 someone will
be able to tell us (or, more accurately, tell those alive then, almost a century after the Holden
Caulfield character stepped out of Salinger's pen), [FN78] because 2046 is when the copyright
term of ninety-five years expires. [FN79] The year 2046 is, at least, three decades earlier than
2080, which is what life plus seventy years would yield. [FN80]
The current expansive application of the derivative works right does not comport with the
constitutional aim of copyright. Indeed, it undermines it. Stoppard can tell us about
Shakespeare in Love, [FN81] and Amy Heckerling can rework Jane Austen's classic, Emma,
into Clueless [FN82] because enough time has expired. Endless stories of Huck Finn have
been created since he is no longer in copyright, and the same is true of Sherlock Holmes
(including a recent movie named Sherlock Holmes, which bears almost no relationship to Sir
Arthur Conan Doyle's creation other than names and a vaguely late nineteenth century Lon-
donesque setting). [FN83] But ‘new’ works, that is, almost any popular works copyrighted in
1923 or later, are still overly protected by the derivative works right against creative, trans-
formative exploration by others.
*863 Copyright should not extend to preventing online user-generated content like fan fic-
tion from being created and disseminated. Using the idea/expression dichotomy, scenes a
faire, merger, and related ideas coupled with reducing protection for characters themselves
and universes created by authors would provide space for these sorts of works, especially
those works that use these elements and not the plots as their starting point.
People have been doing these sorts of things, retelling and reshaping stories, for as long as
stories have been told. And people have most likely been writing altered versions of stories
and writing letters telling others what they liked or disliked and would have changed. Today,
with the Internet, the unparalleled ability to find people with similar interests and the unpar-
alleled ability to share one's efforts with millions of others at functionally no cost (that is, no
marginal cost above access to the Internet in general), we now have innumerable published
fan fiction online: retelling of the same story, side stories, extensions in time or space, retell-
ing-as-commentary, satirical versions, parodic versions, and more. These works should be
given very, very broad latitude all the way to the use of characters and plot, provided the work
(1) is indeed original, that is, not a copy or near-copy in the sense of minor word changes or
mere condensing a la Readers' Digest Condensed Books; (2) is transformative, i.e., there is
something new, something changed, something that adds something that was not there before;
and (3) is not being commercially exploited in a way that competes directly with the original
work. Thus publishing the fan fiction for profit in hardcopy, or even in electronic form for
pay, would be outside the scope of this broadest right of users to create user-generated con-
tent. [FN84]
The same rule, with some variations needed due to inherent differences in the works,
would apply to AV works, graphic works, and audio works, at least with respect to the non-
commercial development and distribution of them.
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*864 In 2003, the Moldovan music group, O-Zone, released a song called Dragostea Din
Tei. [FN85] In the song were the lyrics “nu ma, nu ma.” [FN86] This song was happened upon
online by Gary Brolsma who, in December 2004 using just a webcam, created a video of him-
self lipsyncing to the song and breaking into a dance. [FN87] Brolsma posted his video online
where it spread virally around the world, spawning parodies and inspiring others to do the
same thing with other music. [FN88] This phenomena is now called Numa Numa, after the
original video. [FN89] The Internet knows no borders ... nor, apparently, does Numa Numa.
Under standard United States copyright analysis, Brolsma violated the copyright in the
musical composition by not paying royalties or obtaining permission for performing the work;
in the sound recording itself; by performing the sound recording; and in the right to authorize
derivative works by making a new work (his own video of him mouthing the words and dan-
cing) using the original, underlying work. A community was founded around this work and it,
in turn, inspired other works. [FN90] Allowing this sort of thing results in more works, more
creativity, more people involved, and more community-building. In short, it results in what
copyright is supposed to encourage, but what copyright law, if too strictly enforced in favor of
copyright holders, would in fact curtail.
Other phenomena, like flash mobs singing opera [FN91] or dancing to Rodgers and Ham-
merstein's Do-Re-Mi from The Sound of Music, [FN92] have copyright implications. For ex-
ample, whoever owns *865 the copyright in the sound recording used for the opera singers
would have rights affected by the public performance of it. While the opera composition itself
is in the public domain, Do-Re-Mi is not. Nor has the copyright in the Julie Andrews' record-
ing of it, at least in the film version, expired. [FN93] Even if the dance itself is not a derivat-
ive work, permission is required to use the music in the performance. [FN94] Permission
would also be required to incorporate the sound recording or soundtrack from the movie in the
AV work of the live performance. Modification of the original composition and performance
using hip-hop DJ techniques would also require permission under ordinary derivative works
doctrine. And, of course, the posting of the resulting video online may involve the reproduc-
tion, distribution, transmission, and public performance rights.
Flash mob events like these should be permitted to happen and should be allowed to be
shared with others without the transactions costs and consequent likely inability to get permis-
sion for all of the copyright aspects involved. Neither they nor the community-building civic
sharing of them should be stopped by a ‘mine-mine-mine’ seagull form of copyright protec-
tion and enforcement.
If the user/creator distributes the work commercially, arguably a somewhat higher stand-
ard or somewhat more limited use could be applied without unduly limiting this flourishing,
strange new world. Even so, for genuinely original and transformative work that does not dir-
ectly compete with the original work, even commercial uses should generally be allowed.
The meaning of ‘commercial’ in this setting can be problematic. If the flash mob is an ad-
vertisement for an opera school or opera company, arguably that is a commercial use and
should be treated differently than the more impulsive and innocent and decidedly noncommer-
cially motivated Numa Numa. Or, if advertising is sold on the site where the video is shown
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and the *866 video copyright holder benefits (as opposed to YouTube or some other host),
that is in some sense a commercial use. But mere commercial use that does not compete dir-
ectly with the underlying work should not bar the creation and sharing of user-generated con-
tent online. This sort of use is still a positive, social, and cultural development, and copyright
law ought not stop it.
An interesting example of many aspects of online work going from free to commercially
exploited is the story of the song Crank That. [FN95] Soulja Boy (as the song, as well as the
artist who wrote and recorded it, came to be known) was first distributed online for free.
[FN96] Soulja Boy issued a video showing friends and himself dancing to the song. [FN97] In
Numa Numa fashion, the song and dance caught on like crazy with many other people submit-
ting videos of themselves doing the dance to the song. [FN98] Ultimately, Soulja Boy was
signed by a record label that issued the song commercially with a video that essentially tells
the history of the development of the hit through a collage of clips from online-homage to the
grassroots route of its discovery. [FN99] Ironically, given its roots, the record label has since
required that the soundtrack of the Cebu, Philippines, prisoners dancing to Soulja Boy be de-
leted, so the *867 video now uses a classical recording (with a notice of why it is doing so) in
its place. [FN100]
MC Hammer's song, Can't Touch This, is essentially Hammer's lyrics over Rick James'
earlier, lesser hit Super Freak. [FN101] This is sampling to the max-not just using the under-
lying composition performed by a sound-alike group, but using the actual sound recording.
And not taking just a few bars or sounds, but using or sampling essentially the whole melody
and arrangement. In this instance, Hammer (properly) credited James as a coauthor. [FN102]
But most sampling takes much smaller snippets of sound from other recordings and uses
them as raw material to create new works. In general, sampling has not undermined the selling
of old works; it has created new works using materials created by others. Furthermore, and
further undermining the incentive theory against sampling, it is typically not the musicians
who created the sounds who are benefiting from copyright in the sound recording, it is
someone else-whoever holds the copyright, for example, a music company or the composer or
the band leader. Clyde Stubblefield's creation of a funk beat for James Brown's band in the
song Funky Drummer is probably the most sampled recording ever. [FN103] Stubblefield cre-
ated the sound. [FN104] He first laid down the rhythm, *868 then the bass and guitar came in,
then James Brown sang over it. [FN105] Stubblefield has not seen any royalties-ever. [FN106]
But the copyright holders of the composition and the recording have. [FN107]
This sort of commercial sampling of small parts of sounds created by others should be al-
lowed explicitly without users incurring the transaction's costs of licensing. While the com-
mercial use should be allowed-considering sounds themselves to be building blocks, like
words or notes, which do not receive copyright protection-I am more concerned about the
user-generated content distributed online through social networks for free without commercial
gain as the motivating factor. These sorts of mash-ups are ubiquitous. Such collages almost
certainly neither harm the underlying work commercially (and probably have the opposite ef-
fect) nor compete with it. Nor do they undermine the ability of the authors of the underlying
work to create derivative works of their own. And these mash-ups certainly do not constitute a
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disincentive to create the underlying works in the first place.
The use of Gilligan's Island clips and lyrics online in a variety of YouTube videos
[FN108] has not hurt the show; it has probably extended its life. The stupidity of Comedy
Central trying to stop people from using clips from The Colbert Report, when that show itself
relies so extensively on clips from other shows, exemplifies the Disney seagull mentality of
‘mine’ trumping even rational economic thought. [FN109] Comedy Central rather quickly
backed off its short-sighted assertion.
All of the sorts of user-generated content I have described should be permitted by clear
rules demarcating what is permitted and what is not. The lack of clear rules can chill ongoing
development of new works. Short of a reinterpretation of *869 derivative works or an amend-
ment to the statute, legal protection will depend on the doctrine of fair use. The equitable, ju-
dicially created, legislatively recognized doctrine of fair use should be applied so as to support
the current, vibrant online world of creation and sharing of user-generated content.
Under the fair use doctrine, certain uses of copyrighted works are allowed without the
copyright holder's permission. [FN110] Appropriate application of the fair use doctrine can
help balance the incentive of granting a copyright with meeting the important social purposes
of copyright law. [FN111]
In developing the doctrine of fair use:
the courts recognized an inherent public privilege to make “fair use” of copyrighted
works, and thus to intrude upon a copyright owner's exclusive exploitive rights for the
purpose of educational and literary discourse and comment .... [FN112]
... It enables the copyright law to account for certain situations, among others, in
which a specific unauthorized use of copyrighted material will have little to no impact
upon the author's overall incentive/compensation interests, and the social utilities to be
achieved in permitting the use warrants a limited intrusion upon the copyright holder's
exclusive rights. [FN113]
*870 In explaining the justification for the fair use doctrine, Goldstein writes:
The social judgment in these cases is that, even if transaction costs do not systemat-
ically disable negotiated licenses, these users are not only so important but also so char-
acteristically underfunded that they deserve a free ride or, at least, should be required to
compensate the copyright owner with no more than a reasonable fee. These social judg-
ments presuppose that the copyright owner will be able to earn returns in other markets
that are sufficient to provide it with the incentives it needs to produce copyrighted works
in the desired quantity and of the desired quality. [FN114]
The problem with relying on fair use in the context of user-generated content in the online
social network environment stems from the after-the-fact determination of fair use, the uncer-
tain application of it to many particular situations, [FN115] plus the costs of defense if sued
even where the defense would be upheld. An explicit, relatively bright-line rule would remove
much uncertainty associated with reliance on fair use and concomitantly reduce transaction
costs associated with a permission-based system, thus leading to the creation and dissemina-
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tion of more works. I do not propose a blanket permission to use large parts of a work to com-
pete with the copyright holder. [FN116] My proposal is much more limited but still covers
most social networking usages. There *871 would, of course, be gray areas still, but a sharper
line (or set of lines) can be drawn that more clearly distinguish between which uses are pro-
hibited and which are permitted without significantly disrupting the incentive function of
copyright.
My proposal furthers social justice and the constitutional purpose in a number of ways
without harming the incentive-based aspect of copyright. The broader, clearer uses that would
be permitted by law without users needing to seek one or more copyright holders' express per-
mission for each use will not remove incentives to create and disseminate works. Just the op-
posite will happen and is happening. The explosion of user-generated content on the web is
quite dramatic evidence of the efficacy of this sort of regime.
User-generated content on social networking sites and online generally could be protected
against claims of infringement through three main avenues. First is the current forbearance re-
gime where the assumption is that permission is required but that the copyright holders of the
underlying works from which the fan fiction or mash-ups are derived simply choose to allow
the works to be made and distributed online. As demonstrated above, this is problematic in
several ways, including the uncertainty over any particular work's copyright holder allowing
such works to be made and the chilling effect of such lack of or change of forbearance.
The second means would be through statutory interpretation by the courts. As the Court
made parodic use of a prior work protected by fair use in the Oh, Pretty Woman case, [FN117]
so the courts could carve out an exception from liability for infringement by declaring that
noncompeting, noncommercial, user-generated content distributed online is per se fair use. In
addition, the courts could work with the concepts of derivative works, scenes a faire, building
blocks, idea/expression, and the scope of copyrightability of aspects of works (such as general
plotlines and characters) to support the flowering of works online. Unfortunately, that ap-
proach would take many cases and many years and would undoubtedly involve variable rules
in the various circuits. This approach is not optimal, and is itself far from certain to create
clear *872 rules that balance the interests well. Nonetheless, in the absence of legislation,
courts should interpret the law to encourage, not discourage, what is being done right now-and
the interpretive tools and plasticity of the law and language exist to do so.
The third approach would be legislative. Unfortunately, money speaks the loudest in Con-
gress, and the moneyed interests have been pushing not for more freedom for users in copy-
right, not for more user protection and more limited rights of the copyright holders, but rather
for longer terms for copyright holders, stronger rights, and stronger enforcement mechanisms.
And they have been successful, always at the expense of the users or creators of derivative
works. The abomination of Bridgeport Music, Inc. v. Dimension Films [FN118] has not been
overturned by Congress or the Supreme Court of the United States, and so, at least in the Sixth
Circuit, even de miminis sampling is illegal which, given the presence of music and the Inter-
net in every circuit, effectively determines the law for the country.
Congress can and should step up to support the vibrant online world of creative works
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along the lines I propose in this article, just as it has done in the past when confronted with
overreaching by copyright holders or strong societal interests in limiting certain copyright ab-
uses in settings such as libraries; educational uses; certain types of works where compulsory
licenses are mandated; scenarios requiring pressing needs like archiving and backup copies; or
situations requiring implementation of commonsense limits, like for photographing architec-
tural works from public locations.
Copyright is supposed to encourage the creation and dissemination of new works for the
benefit of society. The user-generated content disseminated freely online exemplifies that pur-
pose being met in dramatic fashion. Copyright law should be interpreted and, where neces-
sary, revised to comport with what is being done. It should not be used as a brake to keep inef-
fective business models in business.
[FNa1]. Professor of Law, Howard University School of Law, and Associate Director, Insti-
tute of Intellectual Property and Social Justice (IIPSJ). This essay was prepared for the Widen-
er Law Journal symposium on internet expression, Internet Expression in the 21st Century:
Where Technology and Law Collide. Pub. Relations, Harrisburg Campus Examines the Inter-
net and the Law, WIDENER L., Mar. 2, 2010, http://
law.widener.edu/NewsandEvents/Articles/2010/hb030210hbinternetsymp.aspx. To illustrate
through doing, I have relied heavily on Internet resources, particularly YouTube videos, for
this article. Since one cannot (yet) embed audio/visual (AV) works in a law review article,
citations that allow readers to find the resources online must suffice. For some of the works
used as examples herein, I am indebted to my son, Eric Von Hagen-Jamar, who is much more
familiar with the online universe than I am. Finally, I am indebted to my colleague at Howard
and IIPSJ, Professor Lateef Mtima, whose thoughts and works have inspired and shaped this
essay in ways that cannot be traced.
[FN1]. Welcome to Facebook, http://www.facebook.com (last visited May 14, 2010).
[FN2]. YouTube -- Broadcast Yourself, http://www.youtube.com (last visited May 14, 2010).
[FN3]. Alina Ng discusses the idea that perhaps in response to Web 2.0, copyright law should
dramatically shift from protection based on economic interests of authors to protecting rights
of attribution for the creator and producer of a work. Alina Ng, When Users are Authors: Au-
thorship in the Age of Digital Media, 12 VAND. J. ENT. & TECH. L. (forthcoming 2010),
available at http://papers.ssrn.com/sol3/papers.cfm?abstract_id=1545005.
[FN4]. U.S. CONST. art. I, § 8, cl. 8.
[FN5]. See Edward Lee, Developing Copyright Practices for User-Generated Content, J. IN-
TERNET L., July 2009, at 6, 12.
[FN6]. See infra text accompanying notes 104-10. Compare Warner Bros. Entm't Inc. v. RDR
Books, 575 F. Supp. 2d 513, 553-54 (S.D.N.Y. 2008) (holding that the publication of The Lex-
icon was not fair use because too much was taken from J.K. Rowling's works), with Bridge-
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port Music, Inc. v. Dimension Films, 410 F.3d 792, 795-96, 800-05 (6th Cir. 2005) (holding
that fair use may be used as a defense against a claim of infringement for a two-second
sampling of a sound recording that was modified in pitch and then looped). For an online ver-
sion of The Lexicon, see The Harry Potter Lexicon, http://www.hp-lexicon.org/index-2.html
(last visited May 14, 2010).
[FN7]. See, e.g., Capitol Records Inc. v. Thomas-Rasset, No. 06-1497 (MJD/RLE), 2010 WL
291763, at *1-2 (D. Minn. Jan. 22, 2010) (detailing facts of a studio copyright holder's action
against an individual for personal use of twenty-four songs from a peer-to-peer music system).
[FN8]. Cf. Bridgeport Music, Inc., 410 F.3d at 805 (allowing fair use as an affirmative de-
fense).
[FN9]. Lenz v. Universal Music Corp., 572 F. Supp. 2d 1150 (N.D. Cal. 2008), cert. denied,
2008 WL 4790669 (N.D. Cal. Oct. 28, 2008).
[FN10]. 17 U.S.C. §§ 101-1332 (2006).
[FN11]. Id. § 512.
[FN12]. Lenz, 572 F. Supp. 2d at 1152-56 (discussing 17 U.S.C. § 512). “Let's Go Crazy” #1
is a home video of toddler bopping to a barely audible, twenty-second portion of a recording
of Prince's Let's Go Crazy. “LET'S GO CRAZY” #1 (YouTube), ht-
tp://www.youtube.com/watch?v=N1KfJHFWlhQ (last visited May 14, 2010) [hereinafter
LET'S GO CRAZY].
[FN13]. FINDING NEMO (Walt Disney Pictures 2003).
[FN14]. Id.; see also FINDING NEMO -- MINE (YouTube), http://
www.youtube.com/watch?v=H4BNbHBcnDI&feature=related (last visited May 14, 2010);
FINDING NEMO -- SEAGULL SCENE HQ CLIP (YouTube), http://
www.youtube.com/watch?v=1AdSn_YE0VQ&feature=related (last visited May 14, 2010).
[FN15]. E.g., Sony BMG Music Entm't v. Tenenbaum, 672 F. Supp. 2d 217, 219 (D. Mass.
2009) (copyright action for a college student's download of thirty songs), mandamus granted,
564 F.3d 1 (1st Cir. 2009), cert. denied, 130 S. Ct. 126 (2009).
[FN16]. See ANTI-COUNTERFEITING TRADE AGREEMENT: PUBLIC PREDECISION-
AL/DELIBERATIVE DRAFT (Apr. 2010), available at http:// www.ustr.gov/webfm_send/
1883 [hereinafter ACTA DRAFT]; OFFICE OF THE U.S. TRADE REPRESENTATIVE,
THE ANTI-COUNTERFEITING TRADE AGREEMENT - SUMMARY OF KEY ELE-
MENTS UNDER DISCUSSION 4, http://
www.ustr.gov/sites/default/files/uploads/factsheets/2009/asset_upload_file917_ 15546.pdf
(last visited May 14, 2010) [hereinafter ACTA KEY ELEMENTS]; see also Peter K. Yu, The
Graduated Response, 62 FLA. L. REV. (forthcoming 2010), available at ht-
tp://papers.ssm.com/sol3/papers.cfm?abstract_id=1579782. The Anti-Counterfeiting Trade
Agreement (ACTA) is in the process of being negotiated, and one of the proposals being seri-
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ously considered would make ISPs liable for infringing users unless the ISP cut off the user's
access. ACTA DRAFT, supra; ACTA KEY ELEMENTS, supra; Yu, supra. An official ver-
sion of the current ACTA text being negotiated was finally released under pressure from nu-
merous consumer and public interest advocates, ultimately backed by the European Parlia-
ment in a 633-13 vote. Declan McCullagh, ACTA Treaty Aims to Deputize ISPs on Copyrights
, CNET NEWS, Apr. 21, 2010, http:// news.cnet.com/8301-13578_3-20003005-38.html; see
also ACTA DRAFT, supra; ACTA KEY ELEMENTS, supra. For links to related resources,
see Electronic Frontier Foundation, Anti-Counterfeiting Trade Agreement, http://
www.eff.org/issues/acta (last visited May 14, 2010) [hereinafter Electronic Frontier]; Office
of the United States Trade Representative, Anti-Counterfeiting Trade Agreement (ACTA), ht-
tp://www.ustr.gov/acta (last visited May 14, 2010); Program on Information Justice and Intel-
lectual Property, American University Washington College of Law, IP Enforcement Research
Database, http://sites.google.com/site/iipenforcement/ (last visited May 14, 2010) [hereinafter
IP Database].
[FN17]. See generally CASS R. SUNSTEIN, INFOTOPIA: HOW MANY MINDS PRO-
DUCE KNOWLEDGE (2006) (discussing the importance of collective knowledge and the
result of such aggregate information, particularly in the form of Internet sources).
[FN18]. The problems that arise through the social networking sites' user agreements, with re-
spect to ownership of and rights in works posted by users of social networking sites, are signi-
ficant but are beyond the scope of this essay. The MySpace license dispute illustrates some of
the concerns:
Until June 2006, there was a concern amongst musicians, artists, and bands on
MySpace such as songwriter Billy Bragg owing to the fine print within the user agree-
ment that read, “You hereby grant to MySpace.com a non-exclusive, fully paid and roy-
alty-free, worldwide license (with the right to sublicense through unlimited levels of
sublicensees) to use, copy, modify, adapt, translate, publicly perform, publicly display,
store, reproduce, transmit, and distribute such Content on and through the Services.” The
fine print brought particular concern as the agreement was being made with Murdoch's
News Corporation. Billy Bragg brought the issue to the attention of the media during the
first week of June 2006. Jeff Berman, a MySpace spokesman swiftly responded by say-
ing, “Because the legalese has caused some confusion, we are at work revising it to
make it very clear that MySpace is not seeking a license to do anything with an artist's
work other than allow it to be shared in the manner the artist intends.”
By June 27, 2006, MySpace had amended the user agreement with, “MySpace does
not claim any ownership rights in the text, files, images, photos, video, sounds, musical
works, works of authorship, or any other materials (collectively, ‘Content’) that you post
to the MySpace Services. After posting your Content to the MySpace Services, you con-
tinue to retain all ownership rights in such Content, and you continue to have the right to
use your Content in any way you choose.”
Wikipedia, MySpace, http://en.wikipedia.org/wiki/MySpace (last visited May 14, 2010)
(citation omitted). For the current terms of agreement, see MySpace, Terms & Conditions
(June 25, 2009) http:// www.myspace.com/Modules/Common/Pages/TermsConditions.aspx.
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See generally Posting of Sandywithay to Squidoo, http://
www.squidoo.com/WhyReadTheTermsofAgreement (last visited May 14, 2010) (informing
Internet users about the importance of reading a network's terms of agreement). Facebook's
user agreement currently provides:
2. Sharing Your Content and Information
You own all of the content and information you post on Facebook, and you can con-
trol how it is shared through your privacy and application settings. In addition:
1. For content that is covered by intellectual property rights, like photos and videos (“IP
content”), you specifically give us the following permission, subject to your privacy and ap-
plication settings: you grant us a non-exclusive, transferable, sub-licensable, royalty-free,
worldwide license to use any IP content that you post on or in connection with Facebook (“IP
License”). This IP License ends when you delete your IP content or your account unless your
content has been shared with others, and they have not deleted it.
2. When you delete IP content, it is deleted in a manner similar to emptying the recycle
bin on a computer. However, you understand that removed content may persist in backup cop-
ies for a reasonable period of time (but will not be available to others).
3. When you add an application and use Platform, your content and information is shared
with the application. We require applications to respect your privacy settings, but your agree-
ment with that application will control how the application can use the content and informa-
tion you share. (To learn more about Platform, read our About Platform page.)
4. When you publish content or information using the “everyone” setting, it means that
everyone, including people off of Facebook, will have access to that information and we may
not have control over what they do with it.
5. We always appreciate your feedback or other suggestions about Facebook, but you un-
derstand that we may use them without any obligation to compensate you for them (just as
you have no obligation to offer them).
Facebook, Statement of Rights and Responsibilities, http://
www.facebook.com/terms.php?ref=pf (last visited May 14, 2010).
[FN19]. U.S. CONST. art. I, § 8, cl. 8.
[FN20]. LAWRENCE LESSIG, REMIX: MAKING ART AND COMMERCE THRIVE IN
THE HYBRID ECONOMY (2008).
[FN21]. WILLIAM PATRY, MORAL PANICS AND THE COPYRIGHT WARS (2009).
[FN22]. JESSICA LITMAN, DIGITAL COPYRIGHT (2001).
[FN23]. See SUNSTEIN, supra note 17; Lateef Mtima, Copyright Social Utility and Social
Justice Interdependence: A Paradigm for Intellectual Property Empowerment and Digital En-
trepreneurship, 112 W. VA. L. REV. 97 (2009) (discussing the conflicting interests between
copyright law and the advancement of creativity and expression on the Internet).
[FN24]. 17 U.S.C. §§ 101-1332 (2006).
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[FN25]. See PATRY, supra note 21, at 36-41.
[FN26]. The level of originality would be higher than the minimal standard set in Feist Pub-
lications, Inc. v. Rural Telephone Service Co. Feist Publ'ns, Inc. v. Rural Tel. Serv. Co., 499
U.S. 340, 345 (1991) (quoting 1 MELVILLE B. NIMMER & DAVID NIMMER, NIMMER
ON COPYRIGHT § 1.08[C][1], at 1-111 (2009)) (“To be sure, the requisite level of creativity
is extremely low; even a slight amount will suffice. The vast majority of works make the
grade quite easily, as they possess some creative spark, ‘no matter how crude, humble or obvi-
ous' it might be.”). But it would not be so high that the right becomes meaningless.
[FN27]. Although in this essay I focus primarily on user-generated content primarily made for
and distributed through social networking sites, many of the same considerations apply in oth-
er areas such as sampling sounds, the creation and distribution of fan fiction, and the creation
and distribution of various AV works, even if distributed outside of social networks proper.
Some of the data for my argument, especially sound sampling, come from outside the online
social networking context.
[FN28]. See News Release, Library of Congress, Michael Wesch to Discuss “The Anthropo-
logy of YouTube” at Library of Congress on June 23 (May 22, 2008), ht-
tp://www.loc.gov/today/pr/2008/08-104.html; see also AN ANTHROPOLOGICAL INTRO-
DUCTION TO YOUTUBE (YouTube June 23, 2008), http://www.youtube.com/watch?
v=TPAO-IZ4_hU; NUMA NUMA (YouTube Aug. 14, 2006), ht-
tp://www.youtube.com/watch? v=60og9gwKhlo [hereinafter NUMA NUMA]; NUMA
NUMA, DRAGOSTEA DIN TEL - SOUTH PARK (YouTube Apr. 3, 2008), ht-
tp://www.youtube.com/watch?v=9-MZEe-jvzY&feature=related; SOULJA BOY TELL'EM -
CRANK THAT (YouTube 2007), http:// www.youtube.com/watch?v=8UFIYGkROII
[hereinafter CRANK THAT]; see also COPYRIGHT CRIMINALS (PBS 2009). For more in-
formation on the film, see Independent Lens, Copyright Criminals, http://
www.pbs.org/independentlens/copyright-criminals/ (last visited May 14, 2010).
[FN29]. The aim of the copyright law is progress for the people, for cultural advancement;
granting a copyright for a limited time is merely the means to that end. As the Supreme Court
stated in Feist Publications, “The primary objective of copyright is not to reward the labor of
authors, but ‘[t]o promote the Progress of Science and useful Arts.”’ Feist Publ'ns, 499 U.S. at
349 (quoting U.S. CONST. art. I, § 8, cl. 8) (citing Twentieth Century Music Corp. v. Aiken,
422 U.S. 151, 156 (1975)); accord Eldred v. Ashcroft, 537 U.S. 186, 227 n.4 (2003) (quoting
Fox Film Corp. v. Doyal, 286 U.S. 123, 127 (1932)); Twentieth Century Music Corp., 422
U.S. at 156 (quoting Fox Film Corp., 286 U.S. at 127); Graham v. John Deere Co., 383 U.S.
1, 5 (1966) (quoting U.S. CONST. art. I, § 8, cl. 8). The Court continued, in Feist Publica-
tions: “To this end, copyright assures authors the right to their original expression, but encour-
ages others to build freely upon the ideas and information conveyed by a work.” Feist Publ'ns,
499 U.S. at 349-50 (citing Harper & Row, Publishers, Inc. v. Nation Enters., 471 U.S. 539,
556-57 (1985)); see also Fogerty v. Fantasy, Inc., 510 U.S. 517, 526 (1994) (quoting Sony
Corp. v. Universal City Studios, Inc., 464 U.S. 417, 429 (1984)) (“We have often recognized
the monopoly privileges that Congress has authorized ... are limited in nature and must ulti-
mately serve the public good.”); Sony Corp., 464 U.S. at 431-32 (quoting Twentieth Century
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Music Corp., 422 U.S. at 156) (stating the purpose of copyright is to promote wide dissemina-
tion of information, literature, music, and other arts); L. RAY PATTERSON & STANLEY F.
BIRCH, JR., A UNIFIED THEORY OF COPYRIGHT (Craig Joyce ed., 2009), reprinted in
46 HOUS. L. REV. 215 (2009) (discussing the foundations, purpose, and functions of copy-
right). See generally Dotan Oliar, Making Sense of the Intellectual Property Clause: Promo-
tion of Progress as a Limitation on Congress's Intellectual Property Power, 94 GEO. L.J.
1771 (2006) (discussing recent developments in constitutional law regarding copyrights);
Malla Pollack, What Is Congress Supposed to Promote?: Defining “Progress” in Article I,
Section 8, Clause 8 of the United States Constitution, or Introducing the Progress Clause, 80
NEB. L. REV. 754 (2001) (discussing U.S. CONST. art. I, § 8, cl. 8) (interpreting the mean-
ing of “progress” in Article I, Section 8, Clause 8 of the United States Constitution).
[FN30]. See generally Mtima, supra note 23; Lateef Mtima & Steven D. Jamar, The Copyright
Social Justice Promise of Digitizing Textual Information, 55 N.Y.L. SCH. L. REV.
(forthcoming 2010).
[FN31]. See, e.g., PATRY, supra note 21, at 71-75; see also LESSIG, supra note 20.
[FN32]. See PATRY, supra note 21, at 26-36; see also COPYRIGHT CRIMINALS, supra
note 28.
[FN33]. See Mtima, supra note 23.
[FN34]. See id.
[FN35]. Id.
[FN36]. The RIAA suits are examples. E.g., Bridgeport Music, Inc. v. Dimension Films, 410
F.3d 792, 795-97 (6th Cir. 2005).
[FN37]. ACTA KEY ELEMENTS, supra note 16, at 4; see also Electronic Frontier, supra
note 16; IP Database, supra note 16.
[FN38]. Lenz v. Universal Music Corp., 572 F. Supp. 2d 1150, 1151-53 (N.D. Cal. 2008),
cert. denied, 2008 WL 4790669 (N.D. Cal. Oct. 28, 2008); LET'S GO CRAZY, supra note 12.
[FN39]. The original has been forced off the Internet, but many versions have followed. See,
e.g., GILLIGANS ISLAND - STAIRWAY TO HEAVEN (YouTube May 2, 2007), ht-
tp://www.youtube.com/watch?v=xG21TB-UVvs; STAIRWAY TO GILLIGAN'S ISLAND
(YouTube Mar. 25, 2006), http://www.youtube.com/watch?v=KTCYLbFxTpl 9; THE CAST-
AWAY SONG - LED ZEPPELIN MEETS GILLIGAN (YouTube May 2, 2007), http://
www.youtube.com/watch?v=k8Iy5BCGxLc&NR=1. Indeed there is a whole host of Gilligan's
Island YouTube bits now. E.g., SHE'S NOT THERE (YouTube July 1, 2006), ht-
tp://www.youtube.com/watch?v=kR3rXf3cx6w&feature=related.
[FN40]. Such a rule should extend beyond social networking to sampling more generally and
thus overturn Bridgeport Music, Inc. v. Dimension Films and restore the doctrine that de min-
imis appropriation is legal, thereby generally allowing sampling of audio recordings as raw
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material from which to make new music. See generally COPYRIGHT CRIMINALS, supra
note 28 (examining the issue of music sampling and the debates that surround it).
[FN41]. See PATRY, supra note 21, at 69-96.
[FN42]. See id. ch. 6, at 109-32.
[FN43]. See PATRY, supra note 21, ch. 6, at 109-32.
[FN44]. See id. at 63-64.
[FN45]. See Baker v. Selden, 101 U.S. 99, 101-07 (1879); see also Edward Samuels, The
Idea-Expression Dichotomy in Copyright Law, 56 TENN. L. REV. 321 (1989).
[FN46]. 17 U.S.C. § 102 (2006).
[FN47]. Nichols v. Universal Pictures Corp., 45 F.2d 119, 121 (2d Cir. 1930).
[FN48]. Id. (internal citations omitted).
[FN49]. See, e.g., Morrissey v. Procter & Gamble Co., 379 F.2d 675, 678-79 (1st Cir. 1967).
[FN50]. See 1 PAUL GOLDSTEIN, GOLDSTEIN ON COPYRIGHT § 1.14.2.2(d), at 1:52
(3d ed. Supp. 2009).
[FN51]. Wicked: A New Musical, http://www.wickedthemusical.com/# (last visited May 14,
2010).
[FN52]. ALICE RANDALL, THE WIND DONE GONE (2001).
[FN53]. Nichols, 45 F.2d at 120-21.
[FN54]. AVATAR (Twentieth Century Fox et al. 2009).
[FN55]. Hero myths are as old as storytelling. See generally JOSEPH CAMPBELL, THE
HERO WITH A THOUSAND FACES (3d ed. 2008) (1949) (discussing and comparing the
heroes of mythology and religions across the world and throughout history). One of the better
illustrations of the derivative nature of Avatar is a marked up “script” of Disney's Pocahontas.
See Posting of Chris to WTFoodge.com, http://wtfoodge.com/avatar-pocahontas/ (Jan. 4,
2010, 22:55 EST). Others have likened it to FernGully (gaia tree, bulldozer), Star Wars
(revolutionaries against imperial power), Born on the Fourth of July (wounded warrior finds
redemption), Dances with Wolves (invader saves natives), and The Matrix (a linked-in avatar
functioning in another world). See, e.g., Posting of Daniel Carlson to Mania.com, ht-
tp://www.mania.com/five-movies-avatar-ripped-off_article_117340.html (Aug. 31, 2009).
More could be added easily enough. See id.
[FN56]. See 17 U.S.C. §§ 103, 106(2) (2006); see also Pickett v. Prince, 207 F.3d 402, 405-06
(7th Cir. 2000) (citing, in relevant part, 17 U.S.C. § 106(2)).
19 WIDLJ 843 Page 19
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[FN57]. PATRY, supra note 21, at 73.
[FN58]. Id.
[FN59]. Id. (quoting Hugh Laddie, Copyright: Over-Strength, Over-Regulated, Over-Rated,
18 EUR. INTELL. PROP. REV. 253, 259 (1996)).
[FN60]. For an excellent, sophisticated discussion of translation across languages and cul-
tures, see generally DOUGLAS R. HOFSTADTER, LE TON BEAU DE MAROT: IN
PRAISE OF THE MUSIC OF LANGUAGE (1997).
[FN61]. For example, the film Iron Man is based on the Marvel Comic of the same name.
IRON MAN (Paramount Pictures et al. 2008); see also Marvel Universe, Iron Man, ht-
tp://marvel.com/universe/Iron_Man_(Tony_Stark) (last visited May 14, 2010).
[FN62]. For lists of various comic book characters, which may all have similar roots as Super-
man, see Marvel Universe, Character Bios, http:// marvel.com/universe/Category:People (last
visited May 14, 2010); DC Universe, Heroes and Villains, ht-
tp://www.dccomics.com/dcu/heroes_and_villains/ (last visited May 14, 2010).
[FN63]. E.g., J.R.R. TOLKIEN, THE LORD OF THE RINGS (Harper Collins Publishers
1994) (1954).
[FN64]. E.g., J.K. ROWLING, HARRY POTTER AND THE SORCERER'S STONE (1997).
[FN65]. See, e.g., Harry Potter Fan Fiction, http:// www.harrypotterfanfiction.com/ (last vis-
ited May 14, 2010).
[FN66]. See, e.g., CHEM PROF, NOTEBOOKS AND LETTERS (2007), http://
www.fanfiction.net/s/3867175/1/Notebooks_and_Letters. The premise is that Harry and com-
pany had licensed their story to J.K. Rowling, who strayed from the true events in books five,
six, and seven, particularly with respect to the romantic involvement of Harry and Hermione.
See id. “Chem Prof” includes the following disclaimer at the start of this story: “The Harry
Potter universe and all the characters in it belong to J. K. Rowling. I get nothing out of this ex-
cept enjoyment.” Id.
[FN67]. Under section 101, a derivative work is defined as follows:
A “derivative work” is a work based upon one or more preexisting works, such as a
translation, musical arrangement, dramatization, fictionalization, motion picture version,
sound recording, art reproduction, abridgment, condensation, or any other form in which
a work may be recast, transformed, or adapted. A work consisting of editorial revisions,
annotations, elaborations, or other modifications which, as a whole, represent an original
work of authorship, is a “derivative work.”
17 U.S.C. § 101 (2006).
[FN68]. See id. §§ 101, 103(a), 106(2); see also Pickett v. Prince, 207 F.3d 402, 405-08 (7th
Cir. 2000) (discussing 17 U.S.C. §§ 103(a), 106(2)); L. Batlin & Son, Inc. v. Snyder, 536 F.2d
486, 490-92 (2d Cir. 1976).
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[FN69]. See generally TOM STOPPARD, ROSENCRANTZ & GLILDENSTERN ARE
DEAD (1967).
[FN70]. The Harry Potter Lexicon, supra note 6.
[FN71]. Warner Bros. Entm't Inc. v. RDR Books, 575 F. Supp. 2d 513, 521 (S.D.N.Y. 2008)
(quoting J.K. Rowling Official Site, http://
www.jkrowling.com/textonly/en/fansite_view.cfm?id=14 (last visited May 14, 2010)).
[FN72]. Warner Bros. Entm't Inc., 575 F. Supp. 2d at 517-33 (detailing the facts of the dis-
pute).
[FN73]. STEVE VANDER ARK ET AL., THE LEXICON: AN UNAUTHORIZED GUIDE
TO HARRY POTTER FICTION AND RELATED MATERIALS (2009). This decision is a
bit hard to square with the Seinfeld case, Castle Rock Entertainment, Inc. v. Carol Publishing
Group, Inc., in which the court treated facts trivia from the show as protectable expression
rather than as unprotectable. Castle Rock Entm't, Inc. v. Carol Publ'g Group, Inc., 150 F.3d
132, 135 (2d Cir. 1998). The attributes of a fictional world are not only fact-like, but are, in-
deed from the outside, facts and thus arguably should not get copyright protection.
[FN74]. It is important to note that there are ways to make money online through advertising
or, as is exemplified by Vander Ark himself, to establish a presence online through high-
quality, free offerings and then to exploit that through advertising online or publishing a hard-
copy or both. See Tim Wu, Fan Feud, NEW YORKER, May 12, 2008, at 42, available at ht-
tp:// www.newyorker.com/talk/2008/05/12/080512ta_talk_wu?printable=true.
[FN75]. J.D. SALINGER, THE CATCHER IN THE RYE (1951).
[FN76]. Salinger v. Colting, 641 F. Supp. 2d 250, 254-69 (S.D.N.Y. 2009) (granting a prelim-
inary injunction); see also Sewell Chan, Judge Rules for J.D. Salinger in ‘Catcher’ Copyright
Suit, N.Y. TIMES, July 2, 2009, at A.17, available at ht-
tp://www.nytimes.com/2009/07/02/books/02salinger.html.
[FN77]. Chan, supra note 76, at A.17.
[FN78]. J.D. SALINGER, THE CATCHER IN THE RYE (1951).
[FN79]. Compare id., with 17 U.S.C. §§ 301-305 (2006) (duration of copyrights). See also
Laurie Richter, Reproductive Freedom: Striking a Fair Balance Between Copyright and Other
Intellectual Property Protections in Cartoon Characters, 21 ST. THOMAS L. REV. 441,
456-64 & n.75 (2009) (discussing the history of copyrights and copyright duration).
[FN80]. Compare Charles McGrath, J.D. Salinger, Author Who Fled Fame, Dies at 91, N.Y.
TIMES, Jan. 29, 2010, at A.1, available at http://
www.nytimes.com/2010/01/29/books/29salinger.html (explaining that Salinger died in 2010),
with 17 U.S.C. §§ 301-305 (duration of copyrights).
[FN81]. Mel Gussow, Tom Stoppard in Love, with Shakespeare, N.Y. TIMES, Jan. 12, 1999,
19 WIDLJ 843 Page 21
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at E.1, available at ht-
tp://www.nytimes.com/1999/01/12/movies/critic-s-notebook-tom-stoppard-in-love-with-shake
speare.html; SHAKESPEARE IN LOVE (Universal Pictures et al. 1998).
[FN82]. Janet Maslin, Film Review; A Teenager Who's Clear on Her Priorities, N.Y. TIMES,
July 19, 1995, at C.9, available at http://
movies.nytimes.com/movie/review?res=990CE7D6163AF93AA25754C0A963958260;
CLUELESS (Paramount Pictures 1995).
[FN83]. See SHERLOCK HOLMES (Warner Bros. Pictures et al. 2009).
[FN84]. As I have already noted, it too would be protected under my proposal, but the degree
of originality and transformativeness required would be higher. See supra notes 69-80 and ac-
companying text.
[FN85]. O-ZONE, Dragostea Din Tei, on DISCO-ZONE (Ultra Records, Inc. 2004); see also
Douglas Wolk, The Syncher, Not the Song: The Irresistible Rise of the Numa Numa Dance,
BELIEVER, June/July 2006, available at http://
www.believermag.com/issues/200606/?read=article_wolk.
[FN86]. Wolk, supra note 85.
[FN87]. Id.
[FN88]. Id.; NUMA NUMA, supra note 28.
[FN89]. Wolk, supra note 85; NUMA NUMA, supra note 28.
[FN90]. Joseph Diaz, The Kid Who Rocked the World from His New Jersey Bedroom, AB-
CNEWS, Aug. 24, 2007, http://abcnews.go.com/print?id=3515665.
[FN91]. OPERA EN EL MERCADO (YouTube Nov. 13, 2009), http://
www.youtube.com/watch?v=Ds8ryWd5aFw.
[FN92]. CENTRAAL STATION ANTWERPEN GAAT UIT ZIJN DAK! (YouTube Mar. 23,
2009), http://www.youtube.com/watch?v=0UE3CNu_rtY.
[FN93]. RICHARD RODGERS & OSCAR HAMMERSTEIN II, THE SOUND OF MUSIC
(1959); THE SOUND OF MUSIC (Twentieth Century Fox Film Corporation et al. 1965).
[FN94]. I am using United States law throughout. Since these videos have been distributed in
the United States through the Internet, they could be violating United States law even if not
violating the law where they were made.
[FN95]. SOULJA BOY, Crank That (Soulja Boy), on SOULJA BOY TELL ‘EM (ColliPark
Music/Interscope Records 2007); Soulja Boy Tell ‘Em News, Teen Rapper Soulja Boy Build-
ing Hip-Hop Empire, REUTERS, Dec. 13, 2008, http://
new.music.yahoo.com/soulja-boy-tell-em/news/teen-rapper-soulja-boy-building-hip-hop-empi
19 WIDLJ 843 Page 22
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re-61922280.
[FN96]. See id.
[FN97]. See id.; see also CRANK THAT, supra note 28 (commercial version).
[FN98]. See Soulja Boy Tell ‘Em News, supra note 95; see, e.g., PHILIPPINES BEST
DANCE CREW - A DAY WITH THE CPDRC DANCING PRISONERS (YouTube Apr. 23,
2009), http://www.youtube.com/watch?v=Fxm_6ytTsDk [hereinafter PHILIPPINES BEST
DANCE CREW] (explanation with prisoner version); PRISON INMATES DANCE TO
SOULJA BOY AND MC HAMMER (YouTube Apr. 21, 2008), ht-
tp://www.youtube.com/watch? v=eblCaSPIFR4&feature=related.
[FN99]. See CRANK THAT, supra note 28; Soulja Boy Tell ‘Em News, supra note 95. For a
taste of the implications regarding the culture of YouTube, see AN ANTHROPOLOGICAL
INTRODUCTION TO YOUTUBE, supra note 28 (discussing Numa Numa and other adapta-
tions that have become part of YouTube culture); News Release, Library of Congress, supra
note 28; NUMA NUMA, supra note 28; NUMA NUMA, DRAGOSTEA DIN TEI - SOUTH
PARK, supra note 28.
[FN100]. SOULJA BOY (YouTube Feb. 24, 2008), http://www.youtube.com/watch?
v=yYp2Aloz-uE&feature=related (Philippines prison dancers with sound dubbed over); see
also PHILIPPINES BEST DANCE CREW, supra note 98 (explanation with prisoner version);
PRISON INMATES DANCE TO SOULJA BOY AND MC HAMMER, supra note 98.
[FN101]. Associated Press, Funk Star Rick James Dies at Age 56, MSNBC.COM, Aug. 6,
2004, http://www.msnbc.msn.com/id/5625044/. Super Freak had a third act as the song the
beauty contestant danced to on the bad advice of her grandfather, played by Alan Arkin, in the
movie Little Miss Sunshine. LITTLE MISS SUNSHINE (Fox Searchlight Pictures et al.
2006); Synopsis for Little Miss Sunshine, INTERNET MOVIE DATABASE, http://
www.imdb.com/title/tt0449059/synopsis (last visited May 14, 2010).
[FN102]. See Associated Press, supra note 101.
[FN103]. See Ethan Hein's Blog: The Natural History of the Funky Drummer Break, ht-
tp://www.ethanhein.com/wp/2009/the-natural-history-of-the-funky-drummer-break (May 25,
2009, 11:34 EST) [hereinafter Ethan Hein's Blog].
[FN104]. Id.
[FN105]. Ethan Hein's Blog, supra 103.
[FN106]. Id.
[FN107]. Id.; see also COPYRIGHT CRIMINALS, supra note 28.
[FN108]. YouTube, Gilligan's Island Theme Song, http://
www.youtube.com/results?search_query=gilligan%27s+island+theme+song&search_
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type=&aq=l&oq=gilligan%27s+ (last visited May 14, 2010) (showing a list of search results
for “Gilligan's Island Theme Song”).
[FN109]. See The Marquee Blog, http:// mar-
quee.blogs.cnn.com/2010/03/03/comedy-central-pulls-daily-show-colbert-report-from-hulu/?ir
ef=allsearch (Mar. 3, 2010, 15:49 EST).
[FN110]. 17 U.S.C. § 107 (2006); see also Sharon Appel, Copyright, Digitization of Images,
and Art Museums: Cyberspace and Other New Frontiers, 6 UCLA ENT. L. REV. 149, 167
(1999) (discussing fair use).
[FN111]. See, e.g., Pierre N. Leval, Toward a Fair Use Standard, 103 HARV. L. REV. 1105,
1107 (1990).
[FN112]. Mtima & Jamar, supra note 30 (citing WILLIAM F. PATRY, THE FAIR USE
PRIVILEGE IN COPYRIGHT LAW 19-63 (2d ed. 1995) (discussing cases developing fair
use in the United States)).
[FN113]. Id.; see Folsom v. Marsh, 9 F. Cas. 342, 349 (C.C.D. Mass. 1841) (No. 4,901); see,
e.g., 2 PAUL GOLDSTEIN, COPYRIGHT § 10.2.1, at 10:19 to:22 (2d ed. Supp. 2005)
(discussing the scope of fair use); 4 NIMMER & NIMMER, supra note 26, § 13.05[A][1], at
13-160 to -185 (discussing fair use); Appel, supra note 110, at 174-75 (discussing the tension
between copyright and public access to works); Pamela Samuelson, Fair Use for Computer
Programs and Other Copyrightable Works in Digital Form: The Implications of Sony, Galoob
and Sega, 1 J. INTELL. PROP. L. 49, 56-57 (1993) (discussing fair use and the purpose of
copyright); see also Leval, supra note 111, at 1105 (citations omitted) (“Not long after the
creation of the copyright [law] by the Statute of Anne of 1709, courts recognized that certain
instances of unauthorized reproduction of copyrighted material, first described as ‘fair abridg-
ment,’ later ‘fair use,’ would not infringe the author's rights.”).
[FN114]. 2 GOLDSTEIN, supra note 113, § 7.0.2, at 7:7; see also Sega Enters. Ltd. v. Accol-
ade, Inc., 977 F.2d 1510, 1520-27 (9th Cir. 1992); Madison River Mgmt. Co. v. Bus. Mgmt.
Software Corp., 387 F. Supp. 2d 521, 535-37 (M.D.N.C. 2005); Leval, supra note 111, at
1105; Samuelson, supra note 113, at 51.
[FN115]. See, e.g., Princeton Univ. Press v. Mich. Document Servs., Inc., 99 F.3d 1381 (6th
Cir. 1996) (holding that reproduction of course packs assembled from portions of copyrighted
works was not fair use); New Era Publ'ns Int'l, ApS v. Carol Publ'g Group, 904 F.2d 152 (2d
Cir. 1990) (holding that publication of a critique of Scientology, including reproduction of
substantial portions of L. Ron Hubbard's (Scientology's creator) writings, was not fair use).
[FN116]. MC Hammer's use of Super Freak would not qualify, for example.
[FN117]. See generally Campbell v. Acuff-Rose Music, Inc., 510 U.S. 569 (1994).
[FN118]. Bridgeport Music, Inc. v. Dimension Films, 410 F.3d 792 (6th Cir. 2005).
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END OF DOCUMENT
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Funk Star Rick James Dies at Age 56 Super Freak had a third act as the song the beauty contestant danced to on the bad advice of her grandfather
[FN101]. Associated Press, Funk Star Rick James Dies at Age 56, MSNBC.COM, Aug. 6, 2004, http://www.msnbc.msn.com/id/5625044/. Super Freak had a third act as the song the beauty contestant danced to on the bad advice of her grandfather, played by Alan Arkin, in the movie Little Miss Sunshine. LITTLE MISS SUNSHINE (Fox Searchlight Pictures et al.
Chem Prof " includes the following disclaimer at the start of this story The Harry Potter universe and all the characters in it belong to J. K. Rowling. I get nothing out of this except enjoyment
  • See Id
See id. " Chem Prof " includes the following disclaimer at the start of this story: " The Harry Potter universe and all the characters in it belong to J. K. Rowling. I get nothing out of this except enjoyment. " Id.
The Court continued To this end, copyright assures authors the right to their original expression, but encourages others to build freely upon the ideas and information conveyed by a work Feist Publ'ns, 499 U)); see also Fogerty v. Fantasy, Inc., 510 U
  • Graham V. John Deere Co
Graham v. John Deere Co., 383 U.S. 1, 5 (1966) (quoting U.S. CONST. art. I, § 8, cl. 8). The Court continued, in Feist Publications: " To this end, copyright assures authors the right to their original expression, but encourages others to build freely upon the ideas and information conveyed by a work. " Feist Publ'ns, 499 U.S. at 349-50 (citing Harper & Row, Publishers, Inc. v. Nation Enters., 471 U.S. 539, 556-57 (1985)); see also Fogerty v. Fantasy, Inc., 510 U.S. 517, 526 (1994) (quoting Sony Corp. v. Universal City Studios, Inc., 464 U.S. 417, 429 (1984)) ( " We have often recognized the monopoly privileges that Congress has authorized... are limited in nature and must ultimately serve the public good. " );
2 GOLDSTEIN, supra note 113, § 7.0.2, at 7:7; see also Sega Enters
[FN114]. 2 GOLDSTEIN, supra note 113, § 7.0.2, at 7:7; see also Sega Enters. Ltd. v. Accolade, Inc., 977 F.2d 1510, 1520-27 (9th Cir. 1992); Madison River Mgmt. Co. v. Bus. Mgmt.
No Claim to Orig. US Gov. Works. material from which to make new music. See generally COPYRIGHT CRIMINALS, supra note 28 (examining the issue of music sampling and the debates that surround it)
  • L J Widener
Widener L.J. 843 © 2010 Thomson Reuters. No Claim to Orig. US Gov. Works. material from which to make new music. See generally COPYRIGHT CRIMINALS, supra note 28 (examining the issue of music sampling and the debates that surround it).
The Kid Who Rocked the World from His New Jersey Bedroom, AB- CNEWS
  • Joseph Diaz
Joseph Diaz, The Kid Who Rocked the World from His New Jersey Bedroom, AB- CNEWS, Aug. 24, 2007, http://abcnews.go.com/print?id=3515665.
http://www .youtube.com/watch?v=xG21TB-UVvs; STAIRWAYwatch?v=k8Iy5BCGxLc&NR=1. Indeed there is a whole host of Gilligan's Island YouTube bits now
  • Gilligans Island-Stairway
  • To
  • Heaven
  • Gilligan 's
  • Cast-Away Song-Led Island
  • Zeppelin
  • Gilligan
[FN39]. The original has been forced off the Internet, but many versions have followed. See, e.g., GILLIGANS ISLAND -STAIRWAY TO HEAVEN (YouTube May 2, 2007), http://www.youtube.com/watch?v=xG21TB-UVvs; STAIRWAY TO GILLIGAN'S ISLAND (YouTube Mar. 25, 2006), http://www.youtube.com/watch?v=KTCYLbFxTpl 9; THE CAST- AWAY SONG -LED ZEPPELIN MEETS GILLIGAN (YouTube May 2, 2007), http:// www.youtube.com/watch?v=k8Iy5BCGxLc&NR=1. Indeed there is a whole host of Gilligan's Island YouTube bits now. E.g., SHE'S NOT THERE (YouTube July 1, 2006), http://www.youtube.com/watch?v=kR3rXf3cx6w&feature=related.
supra note 110, at 174-75 (discussing the tension between copyright and public access to works)
  • Appel
Appel, supra note 110, at 174-75 (discussing the tension between copyright and public access to works);