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Documenting Fair Use: Has the Statement of Best Practices Loosened the Fair Use Reins for Documentary Filmmakers?

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Abstract

The United States Copyright Act allows for fair use of copyrighted material under certain circumstances, but federal courts have been inconsistent in rulings on copyright infringement cases in which documentary filmmakers claim fair use. This can be problematic for documentarians, who often use copyrighted materials. The 2005 “Documentary Filmmakers’ Statement of Best Practices in Fair Use” addressed this inconsistency by providing guidelines for filmmakers. This article analyzes relevant federal cases before and after the statement in which a documentary filmmaker was sued under the Copyright Act for infringement and in which a court addressed the issue of whether the use was fair. A case analysis shows that federal rulings have become slightly more accommodating toward the use of copyrighted material in documentaries and the use of copyrighted video in general since the statement was introduced. The statement's relevance to fair use case law is also examined.

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... In the last 15 years, scholars have begun to turn their attention to empirical data in copyright. Some of this work features analysis of judicial decision-making, to examine how fair use is interpreted or decided in practice (Abdenour, 2014;Beebe, 2008;Madison, 2004;Samuelson, 2009). This work has found gathering consistency in fair use decision-making since 1990, following the logic of a seminal law review article arguing for the centrality of transformativeness (Leval, 1990). ...
... Finally, some empirical studies have used a combination of longform interviews and surveys of specific creative fields. Some of it has documented the measurable costs of creators' confusion and frustration with copyright law (Authors, 2004(Authors, , 2007Abdenour, 2014;Aufderheide, Milosevic, & Bello, 2016). Other work, sometimes following on this original baseline research, has measured the benefits of copyright exceptions and exemptions such as fair CREATIVE ACTION UNDER TWO COPYRIGHT REGIMES 6 use, when correctly legislated, enforced, adopted by institutions, and communicated to maker communities (Falzone, 2010;Aufderheide & Jaszi, 2018). ...
... In the last 15 years, scholars have begun to turn their attention to empirical data in copyright. Some of this work features analysis of judicial decision-making, to examine how fair use is interpreted or decided in practice (Abdenour, 2014;Beebe, 2008;Madison, 2004;Samuelson, 2009). This work has found gathering consistency in fair use decision-making since 1990, following the logic of a seminal law review article arguing for the centrality of transformativeness (Leval, 1990). ...
... Finally, some empirical studies have used a combination of longform interviews and surveys of specific creative fields. Some of it has documented the measurable costs of creators' confusion and frustration with copyright law (Aufderheide, & Jaszi, 2004;Aufderheide, Hobbs, & Jaszi, 2007;Abdenour, 2014;Aufderheide, Milosevic, & Bello, 2016). Other work, sometimes following on this original baseline research, has measured the benefits of copyright exceptions and exemptions such as fair use, when correctly legislated, enforced, adopted by institutions, and communicated to maker-communities (Falzone, 2010;Aufderheide & Jaszi, 2018). ...
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A comparison of the behaviors of two creative populations operating within cross-media environments in the United States and Australia tests the comparative effect of the two nations' legal environments on the range of creative expression and on costs of production in increasingly digitized production processes. The U.S. creators have access to the flexible and expansive exception of fair use, while Australian creators' ability to use third-party copyrighted content are far more constrained. While availability of copyright exceptions plays a crucial role, other factors including demographics, disciplinary norms, and social inequality may also be important in creative practices and professions.
... (Aufderheide & Jaszi, 2011) No large copyright holders complained; indeed, attorneys reported taking on large-media clients, including motion picture studios, newly interested in in employing fair use. Academics studied and cited the effectiveness of the best-practices approach to make fair use more accessible to creative communities (Abdenour, 2014;Falzone & Urban, 2010;Falzone, Jennifer, 2010) Despite these measures, the conversation about the use of copyrighted works within the documentary film community, as reflected in festival panels and discussions in the ensuing decade, continued to be dominated by concerns about risk. This concern, unsubstantiated by data, loomed large in a field where most documentarians work on their own in small businesses, and where one bad decision could threaten the business' future. ...
... (Aufderheide & Jaszi, 2011) No large copyright holders complained; indeed, attorneys reported taking on large-media clients, including motion picture studios, newly interested in in employing fair use. Academics studied and cited the effectiveness of the best-practices approach to make fair use more accessible to creative communities (Abdenour, 2014;Falzone & Urban, 2010;Falzone, Jennifer, 2010) Despite these measures, the conversation about the use of copyrighted works within the documentary film community, as reflected in festival panels and discussions in the ensuing decade, continued to be dominated by concerns about risk. This concern, unsubstantiated by data, loomed large in a field where most documentarians work on their own in small businesses, and where one bad decision could threaten the business' future. ...
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This study, based on a survey of 489 documentary filmmakers, is a case study in copyright policy in and through practice. It assesses the changes in documentary production practice around clearance of copyrighted material since the creation of the Documentary Filmmakers' Statement of Best Practices in fair use in 2005. Fair use, an exotic and occasional feature of documentary film in 2004, has become well known and commonly employed. Creative options for filmmakers concerning the use of third-party material have dramatically improved with changes in norms after the issuing of the Statement. Attitudes about fair use are strongly associated with free expression and creative opportunity, and vary with experience. Where filmmakers have changed work because of copyright concerns, they themselves rather than any gatekeeper have made the decision to do so. Where change is associated with fair use, risk is a common concern. Newer filmmakers are more likely to support the use of copyrighted material to make new work, but less likely to know about fair use, and also more likely to have experienced takedowns online. Both education about and experience with fair use appear to have an effect on practice. Filmmakers continue to lack reliable information on the actual risk landscape, and about fair use on digital platforms.
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