Are you responsible for copyright compliance? See the Copyright Leadership Certificate online program.
Copyright Compliance Checklist
Permissions and Licenses
1. Check all licenses for electronic content to determine if any expired at the end of last year or anytime within the current year. Do you want to renew expiring licenses or allow them to expire? Do you need to take any action to notify the vendor/content owner of your intention to renew or not renew a license a specific electronic resource?
2. Prepare a database of all content your organization has licensed. Whether it’s an image to use on a promotional brochure, or content from an electronic journal, include all content in a single searchable database that allows you to quickly and easily locate that content and determine what rights you have in it. Consider making this database available for others in your enterprise to use when searching for licensed content.
3. Generally, the duration of copyright expires at the end of each calendar year. Determine if any of the works you want to use are new to the public domain since the first of January.
4. Develop the “ultimate” list of what your organization needs (and not just wants) from its license agreements.
- Do you need remote access or the right to share a PDF file?
- Do you need to make printouts or post articles to your intranet?
- What about using portions of a database for internal education activities like seminars?
Use the list as a set of goals in your future negotiations for licenses.
5. Consider your budget for items such as:
- Copyright training
Consult various people in your organization to gather their needs and preferences. Prepare a draft budget and ensure you have the funds you need to meet your copyright and licensing needs in the current fiscal year.
Education and Awareness
6. Brainstorm ideas to make your colleagues aware of copyright and licensing issues. How about a weekly lunchtime discussion group on copyright issues? Include senior management, marketing and information professionals, and lawyers. Aim for a diverse group of speakers from authors to photographers to web designers to librarians. Discussions can help sensitize your colleagues about copyright rather than being a lecture style format.
7. Continue your own copyright education. Do you need a refresher course on copyright? Or perhaps a course on international copyright or digital copyright issues? See what in-person or online courses are being offered. Are these practical courses where you can immediately apply the information in your workplace or more technical or legal courses? Which is the kind of course that you would most benefit from?
Management and Compliance
8. Develop a written copyright policy or guidelines, or set of best practices. If you don’t already have one, first determine why you need a copyright policy and how you would use it. If you have a copyright policy or guidelines, determine whether it’s effective and how you can improve or update it. Perhaps you could create a copyright compliance checklist like this one to ensure you’re continually reviewing your important copyright issues.
9. Do the same copyright questions arise again and again in your organization? Compile these questions and prepare short, practical answers. Circulating these Q&As to your colleagues or posting them on your intranet may help your organization better comply with copyright.
Copyright News and Information
10. Review recent copyright legislation as well as court cases. Are there any legislative amendments to your country’s Copyright Act that affect you? Or any court cases that interpret the copyright law relating to your uses of copyright materials?
11. Try to better understand fair use or fair dealing. Is fair use or fair dealing narrow or broad? What research is covered by fair use? Create your own checklist to determine what may constitute fair use or fair dealing in your organization. Review specific provisions for libraries, archives and museums — perhaps there are exceptions that would benefit your use of copyright materials.
12. Create a list of favorite sites and books on copyright so that when you have a copyright issue, you can quickly consult reliable, helpful copyright resources. Post this list on your intranet to share with colleagues.
13. Investigate how best to follow copyright issues and changes in the law and new court cases. Have you thought of following someone on Twitter (try @Copyrightlaws)? Do you participate on a discussion list? There are free and subscription newsletters that may provide timely and relevant news.
Copyright Symbol and Protection
14. Review how you’re protecting your own copyright works from documents to images to podcasts and videos. Although voluntary in most countries, using the universal copyright symbol, ©, is a reminder that copyright exists in a work. Including contact information for permissions will direct people when obtaining copyright permissions.
15. Copyright registration is voluntary in most countries, but consider registering your works with your country’s copyright office. Rather than registering individual works, register a group or collection of works produced during the year to save time and registration fees. Registration is important if you’re distributing your works to the public and may need to enforce your rights through legal action.
16. Review your agreements with consultants. Who retains copyright ownership in consulting reports? If your organization does, make sure this is clearly stated in your agreement and, if necessary, provide for an assignment of this work to your organization. If the consultant owns copyright in their works, take a look at the rights your organization has in any of them. For consultants, review what rights you have in your own works.
17. Undergo an intellectual property or IP audit. It’s a great way to make sure all the content and computer software you’re using is legal. It also helps you find out what IP you own so you can decide how to market and better profit from it. This is true for individuals, as well as small and large organizations.
18. Set up a mechanism for monitoring the legal use of your own online content on an international basis. This can be as simple as undertaking search engine searches, or you could hire a professional who specializes in finding unauthorized uses of content. Piracy is not only the domain of the entertainment industries. You may find surprises in how your organization’s rights are being exploited, and your works used and perhaps even sold without your permission.
Copyright Compliance Checklist Tips
Consider this list of 18 points as a beginning to your compliance efforts. Each organization is different and each addresses copyright in its own unique way. Here are some common elements to keep in mind:
- Copyright compliance is not a one time project but is on-going
- Copyright compliance requires effort throughout your organization and is not possible through a single person’s work
- The more proactive you are in your copyright compliance efforts, the less your risk of copyright infringement