Writers, academics, and journalists frequently need to borrow the words of others. Sooner or later, almost all writers quote or closely paraphrase material that someone else has written. For example:
Assuming the material quoted in these examples is protected by copyright, do Phil, Regina, Sylvia, Andy, or Donnie need permission from the author or other copyright owner to use it? It may surprise you to learn that the answer is "not necessarily."
It's true that normally, copyright law gives authors certain exclusive rights in their work. These rights include the exclusive ability to reproduce or resell their work.
Under the "fair use" defense, however, another author may make limited use of the original author's work without asking permission. Fair use is based on the belief that the public is entitled to freely use portions of copyrighted materials for purposes of commentary and criticism. The fair use privilege is perhaps the most significant limitation on a copyright owner's exclusive rights. If you write or publish, you need a basic understanding of what is and is not fair use.
Subject to some general limitations discussed later in this article, the following types of uses are usually deemed fair uses:
There are several factors that a court will consider when determining whether an instance of infringement qualifies as fair use. Non-commercial use weighs heavily in favor of finding that the infringement is fair use. Violations often occur when the use is motivated primarily by a desire for commercial gain. The fact that a work is published primarily for private commercial gain weighs against a finding of fair use. For example, using the Bob Dylan line "You don't need a weatherman to know which way the wind blows" in a poem published in a small literary journal would probably be a fair use; using the same line in an advertisement for raincoats probably would not be.
Similarly, a use the benefits the public or that lends to education also weighs heavily in favor of a finding of fair use. For example, in its advertising a vacuum cleaner manufacturer was permitted to quote from a Consumer Reports article comparing vacuum cleaners. Why? The ad significantly increased the number of people exposed to the Consumers Reports' evaluations and thereby disseminated helpful consumer information. The same rationale probably applies to the widespread practice of quoting from favorable reviews in advertisements for books, films, and plays.
When it comes to fair use, unpublished works are inherently different from published works. Publishing an author's unpublished work before he or she has authorized it infringes upon the author's right to decide when and whether the work will be made public.
Some courts in the past held that fair use never applies to unpublished material. However, in 1991 Congress amended the fair use provision of the U.S. Copyright Act to make clear that the fact that a work is unpublished weighs against fair use, but is not determinative in and of itself.
For more detailed information on fair use and copyrighted material, see Getting Permission: How to License & Clear Copyrighted Materials Online & Off, by Richard Stim (Nolo).