Showing posts with label Fair Use. Show all posts
Showing posts with label Fair Use. Show all posts

Saturday, March 03, 2012

Into the Valley of Silicon Rode the 600

March 3, 2012, 11:20 a.m.

esr's "Open Letter to Chris Dodd"
Armed and Dangerous Blog
February 23, 2012
Into the valley of Death
Rode the six hundred.
-- "The Charge of the Light Brigade"
Alfred, Lord Tennyson, 1854
Former Senator Chris Dodd, the Motion Picture Association of America's impossible effort to reincarnate Jack Valenti, recently went charging into the Valley of Silicon with a brigade of lawyers, lobbyists and publicists at least equaling Tennyson's 600, and with results no more victorious.

What they encountered was as initially invisible and unexpected as that which greeted the British brigade in the Ukraine -- or the British redcoats 80 years earlier in America. Those whom esr describes as "technologists" had embedded their bunkers in the code they had written; what Larry Lessig first described as "west coast code" (as distinguished from the "U.S. Code" created by Congress on the east coast); the Internet which supports today's global business, education, finance, journalism, politics, social relations -- and entertainment.

Eric S. Raymond, sufficiently well-known and revered (in some quarters of his community) to go by "esr," in a true gesture of combative fairness, took it upon himself to explain to Senator Dodd why he had lost when "Into the Valley of Silicon road MPAA's 600."

Although I agree with much of what esr has to say, I'll add a little overly simplistic comment about my own position. The complaints of some copyright owners, including some Hollywood studios and producers, I find quite reasonable. Imagine if you had invested $100 million of your own money in the creation of a feature film, and then found pirated DVDs of it available (at a fraction of what they would someday sell for in America) on the streets of Beijing, Moscow and Singapore -- before you've even had your first showing of the film in a motion picture theater.

That's not to say the solutions the MPAA proposes make political, public interest, pragmatic, or even economic sense. It's just to say that their outrage and frustration is understandable.

Ironically, many over-compensated, multi-million-dollar corporate CEOs are not as swift as one would assume they'd be when it comes to designing business plans to optimize bottom line profit. Take the recording industry, for example. Few executives saw the genius in the Grateful Dead's willingness to let concert goers tape, and share, their concerts. Few saw the reasonableness of their customers' reluctance to pay $15 or $20 for a CD, when all they wanted was a single cut. After further alienating their customer base by suing everyone from teenagers to the elderly, they've finally come to see the wisdom in Apple iTunes' sale of multi-billions of individual songs.

It's important to recognize the distinction between ends and means when it comes to the constitutional intellectual property protection called copyright. The end, the goal, in Article I, Section 8, is that "The Congress shall have power . . . To promote the progress of science and useful arts, . . .." The means is a limited time copyright (originally 14 years, and now expanded by Congress to over a century, in response to Disney's desire to control Mickey Mouse).

"Fair Use" is an effort to promote the ends, the goal. It provides a four-factor guidance to the circumstances under which copyright material may be used without violating the copyright law. The two most significant are commercial considerations. Will the use adversely impact the income of the true copyright owner? Is the purpose of the user to make a profit, or are they using it in a classroom, a book review, or other commentary? The other two relate to the nature of the work, and the amount used. Use of factual material, historical accounts, or news are more likely to be considered fair use than use of creative works, such as songs, poetry, novels or plays. And the amount used is critical. The entirety of a song, poem, short story, or other work will have a tougher-to-impossible time passing as fair use than, say, a single sentence or paragraph from a 400-page book. All four factors are relevant; for example, just because it's "history," or the user isn't profiting from it, doesn't mean the user can reproduce an entire chapter or book.

The reason for this diversion into "fair use" is because legitimate corporate efforts to protect their intellectual property (such as films) from criminal taking, reproduction, and profitable sale, can sometimes take the form of a gross overreaching that encroaches on users' legitimate fair use utilization or other user rights under the copyright law.

From my perspective, that's what the fight is, or should be, about. Such revisions as there may be to the copyright law need to meet a "least restrictive alternative" standard -- remedies that simultaneously protect corporate intellectual property from criminal profiteers, while enhancing rather than curtailing efforts to "promote the progress of science and useful arts," and the fair use doctrine, by enabling the widest possible use of copyright material.

As esr hints in the last line of his essay ("if you’d like to discuss some ways of fighting piracy that don’t involve trampling on us and our users, we do have some ideas"), he and presumably other technologists are even willing to help out in designing such balanced standards.

Now, here is . . .

An Open Letter to Chris Dodd
Posted on Thursday, February 23 2012 by esr

Mr. Dodd, I hear you’ve just given a speech in which you said “Hollywood is pro-technology and pro-Internet.” It seems you’re looking for interlocutors among the coalition that defeated SOPA and PIPA, and are looking for some politically feasible compromise that will do something against the problem of Internet piracy as you believe you understand it.

There isn’t any one person who can answer your concerns. But I can speak for one element of the coalition that blocked those two bills; the technologists. I’m not talking about Google or the technology companies, mind you – I’m talking about the actual engineers who built the Internet and keep it running, who write the software you rely on every day of your life in the 21st century.

I’m one of those engineers – you rely on my code every time you use a browser or a smartphone or a game console. I’m not exactly a leader among them as you would understand the term, because we don’t have those and don’t want them. But I am a well-known philosopher/elder of the tribe (I’ll name two others later in this letter), and also one of our few public spokespersons. In the late 1990s I helped found the open-source software movement.

I’m writing to educate you about our concerns, which are not exactly the same as those of the group of firms you think of as “Silicon Valley”. We have our own culture and our own agenda, usually coincident with but occasionally at odds with the businesspeople who run the tech industry.

The difference matters because the businesspeople rely on us to do the actual technical work – and since the rise of the Internet, if we don’t like where a firm’s strategy is going, it tends not to get there. Wise bosses have learned to accommodate us as much as possible and pick the few fights they must have with their engineering talent very, very carefully. Google, in particular, got its huge market capitalization by being better at managing this symbiosis than anyone else.

I can best introduce you to our concerns by quoting another of our philosopher/elders, John Gilmore. He said: “The Internet interprets censorship as damage and routes around it.”

To understand that, you have to grasp that “the Internet” isn’t just a network of wires and switches, it’s also a sort of reactive social organism composed of the people who keep those wires humming and those switches clicking. John Gilmore is one of them. I’m another. And there are some things we will not stand having done to our network.

We will not have it censored. We built the Internet as a tool to make every individual human being on the planet more empowered. What the users do with the Internet is up to them – not up to Hollywood, not up to politicians, and not even up to us who built it. Whatever else we Internet geeks may disagree on among ourselves, we will not allow our gift of fire to be snuffed out by jealous gods.

Because we will not have the Internet censored, we are also implacably hostile to any attempts to impose controls on it that could be used for censorship – whether or not that is the stated intent of the controls. That is why we were absolutely unanimous against SOPA and PIPA, and a significant reason that you lost that fight.

You speak as though you believe that the technology industry stopped SOPA/PIPA, and that by negotiating with the industry you can set up the conditions for a successful second round. It won’t work that way; the movement that stopped SOPA/PIPA (and is now scuttling ACTA) was much more organic and grass-roots than that. Silicon Valley can’t give you the political firepower or cover you’d need. All you’ll get from them is a bunch of meaningless press conferences and empty platitudes from CEOs who have nothing actually to gain by helping you and really wish you’d go away so they can get back to their jobs.

Meanwhile, the engineers inside and outside those companies will take it as their duty to ensure that you lose that battle again if you try to fight it again. Because there aren’t a lot of us, but the vast mass of Internet users – who do vote in numbers large enough to swing elections – have figured out that we’re on their side and we’re their early-warning system. When we sound the tocsin – as we did, for example, by blacking out Wikipedia – they will mobilize and you will be defeated.

Accordingly, one of the cardinal rules for any politician who wants to have a long career in a 21st-century democracy has to be “don’t screw with the Internet”. Because it will screw you right back. At least two primary challenges to SOPA/PIPA sponsors are in the news right now because they wouldn’t have happened without the popular outrage against it.

Hollywood wants you to screw with the Internet, because Hollywood thinks it has problems it can solve that way. Hollywood also wants you to think we (the engineers) are foes of “intellectual property” and in willing cahoots with criminals, pirates, and thieves. Neither of these claims is true, and it’s important that you understand exactly how they’re not true.

Many of us make our living from “intellectual property”. A few of us (not including me) are genuinely opposed to it on principle. Most of us (including me) are willing to respect intellectual property rights, but there’s a place where that respect abruptly ends. It stops at exactly the point where DRM threatens to cripple our computers and our software.

Richard Stallman, one of our more radical philosophers, uses the phrase “treacherous computing” to describe what happens when a PC, or a smartphone, or any sort of electronics, is not fully under the control of its user. Treacherous computers block what you can see or hear. Treacherous computers spy on you. Treacherous computers cut you off from their full potential as communications devices and tools.

Treacherous computing is our second line in the sand. Most of us don’t actually have anything against DRM in itself; it’s because DRM becomes a vehicle for treachery that we loathe it. Not allowing you to skip the advertisements on a DVD is a small example; not allowing you to back up your books and music is a larger one. Then there was the ironically pointed case of the book “1984″ being silently disappeared from the e-readers of customers who had paid for it…

Some companies propose, in order to support DRM, locking up computers so they can only only run “approved” operating systems; that might bother ordinary users less than those other treacheries, but to us would be utterly intolerable. If you imagine a sculptor told that his new chisel would only cut shapes pre-approved by a committee of shape vendors, you might begin to fathom the depths of our anger at these proposals.

We engineers do have an actual problem with Hollywood and the music industry, but it’s not the one you probably assume. To be blunt (because there isn’t any nice way to put this) we think Big Entertainment is largely run by liars and thieves who systematically rip off the artists they claim to be protecting with their DRM, then sue their own customers because they’re too stupid to devise an honest way to make money.

I’m sure you don’t agree with this judgment, but you need to understand how widespread it is among technologists in order to get why all those claims about “piracy” and lost revenues find us so unsympathetic. It’s bad enough that we feel like our Internet and our computers are under attack, but having laws like SOPA/PIPA/ACTA pushed at us on behalf of a special-interest group we consider no better than gangsters and dimwits makes it much worse.

Some of us think the gangsters’ behavior actually justifies piracy. Most of us don’t agree that those two wrongs add up to a right, but I can tell you this: if you make the technologists choose between the big-media gangsters and the content pirates, effectively all of us will side with the content pirates as the lesser of the two evils. Because maybe both sides are stealing on a vast scale, but only one of them doesn’t want to screw with our Internet or cripple our computers.

We’d really prefer to oppose both groups, though. Our sympathies in this mess are with the artists being ripped off by both sides.

Consider this letter our “Don’t tread on me!”. Our agenda is to protect our own liberty to create and our users’ liberty to enjoy those creations as they see fit. We have no give and no compromise on either of those, but long as Hollywood stays out of our patch (that is, no more attempts to lock down our Internet or our tools) we’ll stay out of Hollywood’s.

And if you’d like to discuss some ways of fighting piracy that don’t involve trampling on us and our users, we do have some ideas.


Friday, July 13, 2007

Copyright, Fair Use, Blogging & Other Items

July 13, 2007, 6:00 a.m., 12:15 p.m.

Other Items & Updates, below

Copyright, Fair Use, and Blogging

We are about to lose a very creative and productive blogger from the blogosphere. It appears that his decision to close down the blog may have been prompted by what he may have viewed as an intimidating threat of legal action from an Iowa newspaper.

I don't know what the facts are beyond what the blogger has reported. I don't know the paper's side of the story, and I've never communicated with or even known who the anonymous blogger is anyway. So, as we used to say in Texas, "I don't have a dog in that fight," and I'm deliberately not identifying the parties.

The blogger reprints the email from the newspaper. Here are some excerpts:
"You may link to our site, but you cannot post more than 3-4 sentences of the story on your site.

As the copyright owner of that article, [the paper] has the exclusive right to its reproduction and distribution. We therefore ask that you immediately remove the posted article from your website and cease any and all further use of the material. Any continued posting or use will be considered willful copyright infringement.

Within 24 hours of your receipt of this email, you should . . . [confirm] that: . . . 2) you will not engage in any further unauthorized copying of [this newspaper's] materials.

If you do not take the steps outlined above, this matter will be turned over to our attorneys for further action."
I don't want to get into a lengthy legal analysis about this for a variety of reasons. (a) Even -- or perhaps especially -- from the perspective of the newspaper I think it's in no one's best interest to make a federal case out of this. The issues I find most interesting, and significant, are other than "legal" in the usual sense. (b) If it were to become a legal case the outcome would turn on an interpretation of the "Fair Use" doctrine -- which is notoriously ambiguous and difficult to predict and apply (though my instinct is that the blogger in question is well within its protections). (c) It doesn't make a lot of sense, as the old saying has it, "to get in a fight with someone who buys printer's ink by the barrel."

But a little legal background is necessary to understand the non-legal issues.

Copyright law, with its foundation in the Constitution, is expressed in terms of both an "end" and a "means."

The end, purpose, or goal is "to promote the progress of science and useful arts." Art. I, Sec. 8. One of the ways in which that progress is promoted is through the ability to use the prior work of others -- a work of history drawing upon prior historical accounts as well as research in original documents; using the story lines and themes from earlier novels or plays; improving upon a prior invention; parodies of songs; scientific research that begins with a survey of pre-existing literature -- and lots of commentary and reviews. So one of the purposes of copyright law, ironically, is to encourage what might appear to some to be a "copyright violation" -- namely, using all or portions of another's work without permission or payment. (To use the work of others without attribution would be plagiarism, but would not necessarily be a copyright violation.)

The "means" the Constitution's drafters chose was "by securing for limited times to authors . . . the exclusive right to their respective writings . . .." The "limited times" was a way to get creative works into "the public domain" where they could be freely used by anyone without obligation to the creator. "Exclusive right" meant that, for a time, the creator could charge for the use of his or her creative and copyrighted work.

The problem potentially arises when the "exclusive right" conflicts with the overall purpose to "promote progress," that is, when the copyright owner refuses to let others make any use at all of her work -- or sets the price for doing so at such high levels as to foreclose use.

Enter "Fair Use." Copyright Act Sec. 107 (embodying an earlier doctrine from the common law). The law mentions four factors to be considered. (It is this multiple-variable analysis that contributes to making predictions of outcome difficult.) The amount used, and whether it is a fictional or non-fictional work are mentioned. But the most important factors go to the economic impact of the use. Is it for "commercial" gain, or for noncommercial "criticism, comment" or "nonprofit educational purposes"? Finally, what is the effect of the use on the "potential market" for the work?

If someone were to sell memberships to a Web site on which they made available every article from every issue of a given newspaper, it would be very difficult for them to claim they were engaged in "Fair Use." The fact that it was news rather than creative fiction would cut in their favor under factor two. But aside from that, the other three factors would cut against them: they are copying the entire paper, they are profiting from selling access to it, and the hits on their Web site could well be from individuals who might otherwise have gone to the newspaper's site (in exchange for a membership fee, or being exposed to advertising providing revenue for the paper). Especially would this be the case if they were doing nothing but reproducing the newspaper -- without commentary or criticism.

Now consider the blogger in question.

I've already said virtually nothing is a "slam dunk" when it comes to Fair Use. But I really think he has the better of the argument here.

He is clearly involved in commentary, which is expressly mentioned by the law.

He is not in the business of selling newspapers -- or even individual stories from newspapers. In fact, he's not in any business -- and certainly not a "commercial" one that profits from the sale of the newspaper's copyrighted stories.

So far as I know, no one -- at least not I -- go to his site to find out what was in the paper that morning. Readers (and his blog notes there are 25,000 unique visitors every month) are primarily interested in what he calls his "insightfully vulgar" commentary -- commentary which most find entertaining and often very funny (sufficiently so that, if they are not thin skinned, they will even continue reading when he appears to be slaughtering their sacred cows).

The material he quotes (and he not only attributes his sources, but often includes a link to the papers' Web site), is a statistically insignificant portion of the morning paper. Seldom (if ever) does he reproduce an entire story.

The paper's threatening email to the blogger refers to a permitted "3-4 sentence" standard. I know of no such rule. (Sometimes a single phrase would not be protected by "Fair Use;" under other circumstances an entire work would be.)

Finally, the only conceivable economic impact of his blog's use of excerpts from the paper's stories, it seems to me, would be to increase the blog reader's (a) inclination to subscribe to the paper, (b) to go to, and see the advertising on, the paper's Web site, and (c) to advertise in the paper. In short, while I can see ways in which "the effect of the use on the potential market for . . . the copyrighted work" would be to enhance that market and increase the paper's profits, it is difficult to see how the paper's "potential market" cold be adversely affected by the blog's limited use of material from its stories. Now I don't think they ought to have to pay him for advertising their paper for them, and increasing their readership, but I certainly don't think they are in a position to argue they should have the legal right to close him down because he has harmed them economically.

I can only hope that the paper was not prompted to play its copyright card because of its being upset, not with the use of its stories, but with the legally appropriate (if "insightfully vulgar") commentary about those stories.

Because -- putting aside the fact that it seems to me a real stretch to try to make a case that the blogger is not well within "Fair Use" -- it strikes me as a little unseemly for a newspaper to be curtailing speech by using threats, perhaps intended to but in any event having the effect of, closing down one of America's most popular blogs. Whatever happened to, "If there be time to expose through discussion the falsehood and fallacies, to avert the evil by the processes of education, the remedy to be applied is more speech, not enforced silence." (Justice Louis Brandeis, concurring in Whitney v. California, 274 U.S. 357, 377 (1927).)

Newspapers can be proud of their defense of First Amendment rights in this country. But bloggers are now the modern day equivalent of what mainstream newspapers' ancestors looked like 200 or more years ago. The exchange between the mainstream media and the blogosphere has been good for both -- and for America. While that relationship is still budding and both are trying to find their way is not the time for us to start threatening, suing and trying to silence each other.

Just some thoughts from the sidelines; my obituary for a blog that now leaves a hole in the blogosphere that does the kind of damage to our intellectual lives that holes in the ozone do to our physical lives. Too bad. And especially sorrowful that the murder was committed by a newspaper.

Other Items and Updates
. . . all subjects of prior blog entries

How Not to Buy a College: Wellmark Updates

Editorial, "Gift Offer Protocol Comes Unwound," The Gazette, July 13, 2007, p. A4

"No Other Resignations Over Wellmark Flap: UI," The Gazette, July 13, 2007, p. B3

Brian Morelli, "UI Donor: Rejected Funds Will be Hard to Replace," Iowa City Press-Citizen, July 13, 2007, p. A1

Jim Robb, "Wellmark Should be Honest About 'Gift,'"
Iowa City Press-Citizen, July 13, 2007, p. A9

But in spite of it all . . .

Hieu Pham, "UIHC at Top of the List Again," Iowa City Press-Citizen, July 13, 2007, p. A1

Michael Moore's "Sicko" film's themes resonate with Iowans

Niles Ross, "What's the Cost to Us for Our Health Care?"
The Gazette, July 13, 2007, p. A4

"A billion dollars from beer in the till/A billion dollars from beer"

Iowans consumed 4,864,000,000 ounces of beer during the last fiscal year. Had it been served in 12-ounce glasses for $3.00 a glass the retail value would have been $1,216,000,000. And you were wondering why the Iowa City City Council -- and the University of Iowa administration -- seem to consistently support the wishes of the local bar owners to continue taking the money of under-age college students.

"Beer Still No. 1 for Iowans; Liquor Gaining,"
The Gazette, July 13, 2007, p. B5

"Ask not whether our prisons are 'overcrowded,' ask what you can do to help move the mentally ill into cheaper, more humane and effective institutions."

Peggy Loveless, "Our Overcrowded Prisons," Iowa City Press-Citizen, July 13, 2007, p. A9

The Pay Gap Gets Wider for Universities' Coaches, Presidents -- and School Supeintendents

Gregg Hennigan, "Pay Gap Widens Between Teachers, Administrators; Disparity Mostly Marketi-Driven, Officials Say," The Gazette, July 13, 2007, p. A1

Media Barons Continue to Misrepresent the FCC's Old "Fairness Doctrine"

John Seigenthaler, "Revived 'Fairness Doctrine' Would be Anything But Fair," Iowa City Press-Citizen, July 13, 2007, p. A9

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