Your rights as an online journalist: what will 2007 bring?

With a new year and a newly Democratic Congress, the atmosphere of American political discourse is thick with auguries of change. What might those changes mean for online journalists? We queried experts in constitutional law, copyright and ethics for a forecast for online journalists in 2007.

Some of the experts we spoke to registered their strongest concerns about the Bush administration’s aggressive stance toward journalists. “George Bush is exceedingly bad news for this country on almost every front, and one of those fronts is his contempt for the press,” said David Rubin, Dean and Professor of the S.I. Newhouse School of Public Communications at Syracuse University. “He and his Justice Department, prosecutors, and the whole tone that he has set – are more than willing to use the subpoena power to get sources and get confidential information and basically, in his view, put journalists in their place.”

However, John Hartman, a journalism professor at Central Michigan University, predicted that in 2007, “The Bush Administration will be forced to back off on and drop its investigations and intimidations of journalists and news organizations as it is forced to spend time defending itself from various Congressional investigations, including those that might be preludes to impeachment.” Indeed, there are news reports saying that the President is beefing up his legal team in anticipation of Congressional investigations.

As critical as he is of the President Bush’s actions, Rubin doesn’t share Hartman’s expectation of change; “I don’t think anything changes him.” Rubin said it would not surprise him to see more journalists jailed in 2007: “Not only ultimately jailed, but more subpoenas for information, more subpoenas of phone records – whatever tactics [Attorney General Alberto] Gonzales and the Justice Department can come up with, they will.”

Hartman said a Congress led by Democrats will generally be more supportive of press freedom, and may even be open to passing a federal shield law, such as the Free Flow of Information Act sponsored by Sen. Richard Lugar (R-Ind.). Hearings were held on the bill last September, but “Congress might pass a federal shield law, but Bush would veto it under present circumstances,” Hartman wrote. “If he decides to govern from the middle and try to repair his public opinion ratings, Bush might allow it.”

But Rubin disagreed, noting, “[T]his is an issue that the Senate and the House have considered regularly since 1972, since the Branzburg case. So that’s almost 35 years ago, they haven’t done it yet. The situation is now far more complex than it was in 1972, now that you have online journalists and bloggers, which raise definitional issues. The mood of the country is not nearly as supportive of journalists as it was back then. The Congress has so much else on its plate this year, and it’s likely to be a highly contentious place that I just don’t think this is going to rise to the surface as an issue to consider. For all of those reasons, I would be shocked if a federal shield law was passed next year.”

In fact, according to a blog entry by CBS News legal consultant Andrew Shelton, Lugar’s bill died in committee last year precisely because Justice Department lawyers wanted to be able to compel reporters’ testimony in the forthcoming trial of Lewis “Scooter” Libby, who is charged with perjury and obstruction of justice in the illegal disclosure of the identity of CIA operative Valerie Plame.

In the area of copyright law, while big changes are not expected, there are still “many issues, both in terms of journalists reproducing content from copyrighted sources and, more significantly, having their work reproduced without permission,” said Jon Garon, Dean and Professor of Law at Hamline University School of Law in St. Paul, Minnesota. Those issues range from common internet practices that can expose journalists and bloggers to charges of copyright infringement to steps that online media producers may need to take to protect their work.

For example, bloggers frequently embed video or audio from sites such as YouTube or Odeo. But Garon said that even when the original source of the content is acknowledged, those bloggers may still be subject to charges of copyright infringement. While portal sites such as Google Video require that people uploading video to their site attest to their rights to the content they post, Google can’t guarantee that the posters are telling the truth. Someone who republishes that content without a demonstrable effort to prevent infringement can still be sued, Garon said.

Of course, most journalists use copyrighted material under the “fair use” provisions of U.S. copyright law. Those provisions allow for the republication of small portions of a copyrighted work for such purposes as news reporting, comment or criticism, or classroom teaching. The fair use doctrine has a long and venerable legal history, but Garon warned “the parameters of fair use are inherently fact-specific.” Further, as OJR reported last February, some experts are concerned that the improper use of cease-and-desist letters by copyright holders has caused online content to be removed.

According to Garon, one copyright issue that caused some controversy in 2006 will likely be ignored in 2007. That’s the law governing “orphan” works – works published before 1923 for which there’s no apparent copyright holder. Under current law, these orphan works are still under copyright – and anyone who uses them risks a lawsuit. In 109th Congress, Rep. Lamar Smith (R-Tex.), then chair of the Intellectual Property Committee of the House of Representatives, introduced the Orphan Works Act of 2006, which would permit their use when it can be demonstrated that a good-faith effort has been made to contact the copyright holder. Under fire from organizations representing professional photographers and others, Smith ultimately withdrew the bill from consideration, despite support from the American Library Association and others.

As to ownership issues, according to Hartman, “deregulation that would result in the lifting of cross-ownership restrictions is less likely to happen as Democrats are less comfortable with media conglomerates. Yet Democrats might support legislation that would make it easier for newspapers to survive and allow cross-ownership in circumstances where the newspaper would fail otherwise.”

Bloggers faced new legal challenges in 2006, both in the United States and internationally. Josh Wolf landed in federal prison for refusing to turn over unpublished video of a demonstration to a California grand jury. Hao Wu, who was imprisoned for five months by the Chinese government, apparently in connection with video that he was shooting for a documentary about underground churches in that country. Libel suits against bloggers are on the rise. And in December, an Australian court ruled that linking to copyrighted sound recordings can be illegal if it makes it easier to gain improper access to that material.

For Robert Cox of the Media Bloggers Association, these developments illustrate that many bloggers perform the same newsgathering functions as professional journalists, and thus require the same level of education, access and legal protection. His organization has spearheaded a training and certification program that would ensure that bloggers understand and adhere to high legal and ethical standards. MBA has negotiated agreements that will allow certified bloggers to obtain press credentials to cover such events as government press conferences and briefings.

Finally, “there’s something that’s extremely important in all of this, and it almost never gets talked about, Cox said. “Let’s start with this: Freedom isn’t free. If you’re going to publish – and bloggers are publishers – and you can’t back up what you’re writing with lawyers and resources to pay for all of that, you’re not going to last very long.” That’s why, Cox said, the MBA is negotiating with the insurance industry to offer liability insurance that bloggers can tap in the event of a legal fight. “As blogging and citizen journalism develops over time, you need to have access to this kind of support.”

Publishers vs. YouTube: Does either side win?

Mack Reed is an online editorial consultant at Factoid Labs and publisher of LAVoice.org

That distinctly pungent smell rising from the Internet this week is the scent of fresh legal ground being broken.

YouTube is the source. Founded barely 18 months ago, the massively successful video-sharing upstart is finding that its “Web 2.0″ let’s-share-content values — the very ones pushing its “library” to 70 million videos and its audience to 100 million downloads per day — collides violently with old-school notions such as copyright law.

The idea is simple: anyone can post any video to YouTube, any time, with no formal editorial review. If a video gets complaints — for copyright problems or objectionable content — it’s taken down.

Just last week, Los Angeles helicopter pilot and news videographer Robert Tur’s Los Angeles News Service sued YouTube in U.S. District Court, alleging copyright violation for having posted one of its videos.

Tur, who piloted his chopper while wife Marika Tur shot aerial footage of truck driver Reginald Denny being yanked from his semi cab and savagely beaten during the 1992 Los Angeles riots, charged in U.S. District Court that YouTube used their copyrighted material without permission or compensation.

On Tuesday, YouTube declared the suit “without merit,” citing the Digital Millennium Copyright Act.

Even Tur’s lawyers themselves seem to admit being a bit unsteady on their feet in the realm of unauthorized newsvideo use. Their suit, quoted in the Hollywood Reporter, Esq., says in part:

“The scope of the infringements is akin to a murky moving target … Videos uploaded are not identified by copyright owner or registration number but rather by the uploader’s idiosyncratic choice of descriptive terms to describe the content of the video — tags — making it extremely impractical to identify plaintiff’s copyrighted works.”

The suit raises an interesting dilemma on the fragility of digital rights, and the liability of an open-source publisher such as YouTube for tortious behavior committed by its users:

The Electronic Frontier Foundation‘s senior staff attorney on fair use and intellectual property, Fred von Lohmann, published an article in Hollywood Reporter, Esq. just days before Tur’s lawsuit was filed, addressing this very issue.

Lohmann’s piece compared YouTube’s relatively protected legal position in copyright cases with the defeat of a similar content-sharing company that did not beat the courts — Napster:

Fortunately, YouTube has an important legal shield that was not available to the old Napster: the so-called “online service provider safe harbors” created by Congress as part of the DMCA. One provision, Section 512(c), was designed to protect commercial Web-hosting services, which feared they might be held responsible for the posting habits of their customers.

After all, if you’re Verio and hosting hundreds of thousands of Web sites for clients around the globe, you can’t afford to be sued every time one of your customers copies a photograph from a competitor’s Web site.

Because YouTube essentially stores material at the direction of its users, it can find shelter in the same safe harbor that Web-hosting providers do.

The safe harbor works like this: So long as YouTube plays by a few rules, content owners can’t collect damages from it, even if its users infringe their copyrights.

Rule No. 1 is the implementation of a “notice and takedown” system to respond to infringement notices from copyright owners. YouTube, of course, has this in place and takes down material once properly notified by an owner that a clip is infringing.

Indeed, YouTube spokeswoman Julie Supan said the firm immediately pulled Tur’s clips from its site upon learning of the suit.

What hasn’t been said in most of the coverage to date is that Tur also sued numerous TV stations and networks worldwide in the riots’ immediate aftermath for doing the very same thing — copying his video from broadcast and rebroadcasting it under their own banners.

According to Wikipedia,

[T]he last case was finally settled in 2004. Only a small handful of stations, mostly in California, already had preexisting agreements with LANS or waited to negotiate agreements before airing the footage, and thus were not sued.

In the early 90s, copyright violations were perhaps much more clear-cut, as the publishers (e.g. TV news organizations) actually employed the people who might have made unauthorized re-use of copyrighted material. Tur made a sound enough case for suing the defendants that he was able to win settlements even eight years later.

However, despite protestations to the contrary, information wants to be free in the Web 2.0 era — as in, free beer. The Web has made unauthorized propagation of information — whether copyrighted or not — instantaneous and virtually irreversible.

Videos are uploaded, downloaded and re-uploaded under different authors’ names: YouTube users know this from having tried to find the “original” version of some videos, which have been found on sites other than YouTube and recopied several times by users and mashup artists who add their own comments or edits to the source material before YouTubing them.

Millions of bloggers routinely lift information from copyrighted news stories — nearly always with due credit — and repackage it under their own banners, basically aggregating and creating new news content (and ad-driven profit streams) from existing ones. The same goes for copyrighted news photos published to the Web by AP, Reuters and numerous newspaper web sites.

Two factors may be at work in the apparent paucity of copyright lawsuits stemming from such use:

  1. since news web sites garner significant traffic from blog links pointing to them, they may be loath to poison the well, let alone alienate the audience by litigating.
  2. bloggers get away with sometimes more-than-fair-use republication of copyrighted information because no news organization’s legal department has the resources to chase them.

A possible third reason: such suits won’t stand up in court.

In short, the copyright you secure before selling and posting news video to a news organization’s site, or a share site such as YouTube, may be worth far less in the long run than the paycheck you earn from its initial sale.

With more citizen-journalists feeding more blogs and websites as the Information Age matures — with video as well as text and photos — the outcome of Los Angeles News Service v. YouTube will be well worth watching.

Fair use under fire

How Internet publishers and copyright owners are negotiating the murky waters of fair use rights in our world of hyper-fluid technological boundaries is an increasingly common news topic. Last week, for example, the Electronic Frontier Foundation posted news that the Recording Industry Association of America does not consider it fair use to copy one’s own CDs to an MP3 player. And just this week, a Los Angeles federal judge ruled that Google’s use of thumbnail images is not fair use and infringes on an adult website’s copyrights.

Marjorie Heins, founder and coordinator of the Free Expression Policy Project at the Brennan Center for Justice at NYU’s School of Law, explained that it is “very difficult to predict” how judges will rule in fair use cases, making it important for journalists to educate themselves.

Because fair use principles form a cornerstone of free expression, in 2004 the Brennan Center started researching the health of fair use among people involved in cultural or democratic exchanges of ideas. The result of the research is contained in the recently-released public policy report Will Fair Use Survive? Free Expression in the Age of Copyright Control, written by Heins and Tricia Beckles, a former research associate at the Brennan Center.

As mounds of snow in the New York City streets turned gray and slushy, Heins spoke with Online Journalism Review at length about the report and about the state of fair use as it pertains to online journalists.

OJR: Describe fair use as it relates to news reporting.

Marjorie Heins: News reporting is one of the classic examples of fair use, but like all of the examples, it is very difficult to predict when a particular court might determine that a reporter or an editor has stepped over the line from fair use into copyright infringement. So, journalists are facing some of the same problems as artists and scholars and bloggers — and almost anybody else who wants to discuss, report on or share cultural materials faces — with respect to copyright.

There are similar problems with trademark law, which also has fair use provisions, and the courts have developed a kind of sensitivity to free expression interests so that trademark owners don’t totally control the use that’s made of their images, their phrases, their logos. But that’s also hard to predict.

The main purpose of the research we did — which is summarized in the report Will Fair Use Survive? — was: to determine how well the fair use and free expression principles, that are so important to preventing control and censorship of information and speech, are doing. To what extent people are really able to make use of them? And to what extent are the industry practices such as sending cease and desist letters that contain overly broad assertions of copyright or trademark control interfering with fair use?

OJR: What did you find?

Heins: Let me back up a bit just to give a sense of the methods we used. The first challenge was to figure out how we were going to do our research because it’s very difficult to design a truly random study of, to even identify, people who have received cease and desist letters, who have had questions or concerns or who have self-censored because of fear of being sued.

So we figured out a couple of different methods of research. We created focus groups. We talked to people, writers and filmmakers … just to have general discussions and get a sense of what their attitudes and knowledge was and what experiences they’ve had. We did an online survey.

We analyzed over 300 letters from the Chilling Effects website, both cease and desist letters and what are called take-down letters under the Digital Millennium Copyright Act, which is a law passed by Congress in 1998. The DMCA, among many other things, gives copyright owners the power, pretty much to demand from Internet Service Providers that materials be taken off their servers, just simply on the bald assertion that it violates copyright. So, we analyzed those letters to get a sense of what kind of claims are being made, and, to the extent we could, to figure out what kind of responses, how much material was actually taken down, to what extent people were able to get material back up, to what extent people were intimidated by cease and desist letters or not. And we did some telephone interviews of some people who had posted letters on this Chilling Effects website. …

So, what did we conclude after we had pulled together all this information? There is basic awareness that fair use exists. … We had lots of people who were not particularly engaging in political speech or reporting on public affairs but maybe had a small business out of their home who would get a cease and desist letter from a big company saying, “You’re using our trademark.” …

One of my favorites was the woman who was making ceramic piggy banks, and she called her website Piggy Bank of America.com. Sure enough, the Bank of America sent a cease and desist letter. She found her way to a student law clinic, which sent a response to Bank of America saying, “Go away. This is not a trademark infringement.”

All kinds of people are generally aware of fair use and of copyright law, but they, for the most part, have very little idea of what it is. That’s understandable because the fair use statute, the part of the copyright law that delineates fair use, is not very precise. …

We concluded that there really is a need for more straightforward, simple information — and it’s always a challenge to translate law into simple English — and guidance with some basic things, like how to respond to a cease and desist letter.

And another thing that’s very much needed is more pro bono legal help. A half dozen law student clinics around the country are providing very valuable service for lots of people, but it’s hardly enough to meet the need, and most people cannot afford — we’re not just talking about the very poor, we’re talking about most middle-class people — to be involved in a copyright lawsuit or in many cases even to pay a lawyer the $10,000 to $20,000 it might cost to try to head off a lawsuit. So, many people tend to cave, they tend to settle, they tend to be intimidated.

And another thing we determined [has to do] with this Digital Millennium Copyright Act, the provision [Section 512] that allows for these take-down letters. Basically, it’s called a safe harbor provision, and it says to Internet Service Providers [that they] will not be liable as a contributory infringer if [they] respond to one of these take-down letters expeditiously by removing the material that is assertedly a copyright infringement. So, the law doesn’t force [ISPs to do this], but it holds a very powerful club over their head.

The underlying question is, why should an Internet Service Provider, which is basically like your telephone company, ever be liable for what you say over the telephone line? So the law starts from an assumption that’s dubious, but there you have it. So Internet Service Providers, for the most part, are going to respond expeditiously in order to take advantage of the safe harbor and avoid what the law says would be possible contributory infringement liability. So there’s a situation where [the law] gives a very powerful weapon to copyright owners to get material taken down.

There’s another report that came out from USC. Jennifer Urban, at the law school runs the Intellectual Property Clinic, which just got started last year, and a former fellow from the Samuelson Clinic up at Boalt, Laura Quilter, wrote a paper analyzing DMCA take-down letters from the Chilling Effects website as well. And the conclusions are quite similar.

A lot of these letters have flaws, to begin with. They sort of don’t comply with the law. But ISPs tend to respond by taking down the material anyway. [We found that in] lot of the letters that do sort of comply with the formalities of the law — they give all the information required and say it’s in good faith and assert copyright infringement — [but] the claims of infringement are rather thin or questionable, or at least there would be a question for a court as to whether it’s fair use. … There are some numbers in the report which you can look at, but there are certainly many situations in which material is coming down and is not being put back up.

The person who is being targeted [sometimes] never finds out that there is a procedure for writing a counter-notice and getting the material back up, so another conclusion of the report is that it would be very useful to work with ISPs to try to encourage them to give better information and assistance to their subscribers in these situations. Very often they just take the letter at face value and respond by threatening the subscriber that they’re going to take down their whole website unless the material is removed immediately, or they’ll shut down the website without even communicating with the subscriber. …

One example that we saw a lot of on the Chilling Effects site is this group, which calls itself Avatar, and it describes itself as a planetary enlightenment group, sort of like Scientology. … Some of the critics of Avatar, people who’ve been through the process and think it’s a sham, say it’s an offshoot of Scientology. There are discussion groups, where people exchange their experiences and exchange critiques and often post parts or even all of Avatar materials. So Avatar sends these Section 512 take-down letters to Google to basically get these discussions removed from the Internet. … Certainly the primary purpose of these discussions was commentary and critique. And these are persons who are not subscribers and so under Section 512 they probably don’t even get notice that their commentaries are being removed. So here’s a case in which this company is using this DMCA take-down procedure as a method of suppressing criticism, basically.

OJR: What is your reaction to the news that the Recording Industry Association of America may not consider it fair use to copy a CD that you own to your MP3 player?

Heins: There’s been quite a lot of discussion among copyright profs about this statement — especially since the RIAA’s lawyer apparently said the opposite at the Supreme Court argument in the Grokster case. My own view is that copying a CD which you own to an iPod or other device for personal use should be fair use.

OJR: What is your reaction to the news that Google has lost a lawsuit alleging copyright infringement for images found in its Image Search results?

Heins: This decision in the case of Perfect 10 v. Google takes too narrow a view of fair use and conflicts with a court of appeals precedent in Kelly v. Arriba Soft, which held that using thumbnail images on a search engine is fair use. The judge in Perfect 10 v. Google pointed to little differences between the Google and the Arriba search engines, but its analysis is not convincing. Hopefully, this will be reversed on appeal.

OJR: What do online news publishers need to be especially aware of? Especially with the problems of unpredictability in fair use judgments as it is, and then in the rapidly changing world of the Internet — are there particular pitfalls or traps awaiting online news publishers that people should be aware of?

Heins: I think the problem is similar in journalism, both online and off, to other areas where free expression guarantees are needed. And in the context of copyright law, fair use is one of the main free expression guarantees. And in the past, news reporting has been considered a very strong case for fair use because of its obvious importance in disseminating information and the timeliness issue, the fact that even if you could get permission and could afford to pay whatever the license fee was, by the time you did so, it wouldn’t be news anymore. … I think it was the Rodney King tape which became a valuable property but was also highly newsworthy — could you use it, how much of it could you use? There are obvious copyright pitfalls with the use of any copyrighted material, even a small snippet of it.

You know there’s a lot of reproduction of articles on the Web, websites that simply take articles from somewhere else and reproduce them without permission under the theory that this is part of news reporting and commentary and is part of the exchange of ideas and it should be considered fair use. … It’s an unclear area of the law. There are some court decisions that suggest that an article, an image, a photograph, something that is taken complete and reproduced without any transformative use, … just taken and reproduced complete, there is some case law that suggests that is almost always infringement. But the Supreme Court has not weighed in on that, so these are lower court decisions. And there are important arguments why disseminating — my being able to send to you a whole article from the New York Times because I think you’d be interested and it’s the best way of sharing the information or the opinion that’s in the article — there’s a very strong argument that that kind of exchange serves one of the important purposes underlying fair use.

So, both from the point of view of journalists being able to quote freely and in a timely fashion and journalistic commentators being able to quote and critique in ways that the copyright owner might not want to permit, and in terms of the rest of us who might not be considered journalists — which of course in the online world becomes an increasingly difficult distinction — the ability of the rest of us to be able to share and exchange complete articles … ought to be fair use. …

One of the big problems that arises — and people have looked at this and argued about this for the last 30 years since the 1976 Copyright Act incorporated fair use officially; it had existed before in the case law — is this argument that people really need something more specific. [In this argument, people say]: the fair use factors are so vague, it’s so unpredictable that it’s naturally going to have a chilling effect, and added to that are the very stiff penalties of copyright law, the fact that if you lose, you have to pay the other side’s attorney’s fees, which can be literally hundreds and hundreds of thousands of dollars. All that combines to chill the exercise of fair use and people need something more specific that they can rely on. It’s a very powerful argument.

Or, alternatively, people say, “Fair use just isn’t working because of all these factors that produce such a chilling effect, so let’s just forget about it and just have mandatory licensing.” [This is] like we have if a radio station wants to play a song, they don’t have to ask permission, they just have to pay a set fee. Or, “Let’s have everybody join Creative Commons.”

Those are all understandable arguments, and I’m all for Creative Commons, and in some circumstances, mandatory licensing is very valuable too, but we can’t give up on fair use. It’s critical because it’s precisely the fact that it doesn’t depend on permission, that the copyright owner doesn’t have total control of the way in which his or her words or images are used, commented upon, reproduced. Once you send it out into the world you don’t have total control. That’s what expression and culture and communication is about, so we need to figure out ways to make fair use easier for people to take advantage of and without reducing it to a specific counting of lines, counting of words, counting of pixels, which reduces the flexibility of it and the ability of the doctrine to respond to new needs. …

OJR: What should online journalists know about linking to other people’s websites?

Heins: I don’t want to be in the position of offering legal advice to the world in an interview. Any specific situation ought to be researched. But I am not aware of any legal precedent that says simply linking raises an issue of copyright. You’re not reproducing; I don’t think you’re really distributing. The copyright law lists the rights that are within the copyright bundle: publishing, reproduction, distribution, performance, making derivative works. I don’t see a link as any of that.

OJR: What are the best ways for online journalists to educate themselves?

Heins: They should read the report. They should read the Chilling Effects website — the Electronic Frontier Foundation has good information. They should be aware that there are a lot of different viewpoints about copyright and fair use. …

You have to be careful, or at least thoughtful, about where you get your information because there are a lot of different viewpoints out there on fair use. If you go to the Copyright Society of the U.S.A. website you’ll get warnings that basically say, if you use anything but a very short snippet and if you’re not absolutely sure, don’t take a chance on fair use. Well, that’s the opinion of one group, but you get a very different view if you go to the Electronic Frontier Foundation.

Now one thing that anybody who has looked into this area much … realizes is that what is fair use is basically what a court is going to consider fair under all the circumstances, including general practices in a particular environment. So … statements of best practices are important because they can influence the law. To the extent that fair use is not used, it will shrink, and to the extent that it is used and asserted, it will remain healthy and even grow. And in the area of journalism, it’s especially important that that happen. There are lots of examples in the report of online commentators, journalists of various kinds, [who face] attempts by those who are the targets of their criticism or commentary to shut them up.

One example is this blogger Robert Cox who was angry at the New York Times, and especially Maureen Dowd, because they didn’t have a requirement that columnists publish corrections, so he created a parody website with the New York Times’ correction page logo and put up his own correction. The Times sent a take-down letter to his ISP and a cease and desist letter to him, and he started publicizing that on his website and soon got a pro bono lawyer to write a letter to the New York Times saying, “You’re wrong, this is fair use.” And so in that situation the blogger prevailed. But I think it’s a fair inference that the Times just didn’t like the criticism.