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Fair use is a legal doctrine that permits the use of copyright-protected works in certain circumstances. This
checklist is a tool to assist in determining whether you may lawfully use copyright-protected works without
having to obtain permission from the copyright holder.
Directions:
U.S. Copyright Act Section 107 identifies four factors to evaluate and balance in an analysis of
fair use. These guideposts below will help determine whether each factor favors or opposes fair use. Check
all boxes that apply. No single item or factor is determinative of fair use. If you have questions, contact
EFSC’s Copyright Coordinator, Maggie Stubbe at (321) 433-7251 or
stubbem@easternflorida.edu.
Your Name: Date Checklist Completed:
Course or Project: Term/Year:
Title of Copyrighted Work:
Author(s):
Publisher and Year:
Portion(s) to be used
(e.g., number of pages, how many minutes, link to image, etc.)
FACTOR 1: PURPOSE AND CHARACTER OF THE USE
FAVORS FAIR USE
OPPOSES FAIR USE
Nonprofit educational use
Teaching (including multiple copies for
classroom use)
Research or scholarship
Criticism, comment, news reporting, or
parody
Personal study
Transformative use
Commercial activity
Profit-generating use
Entertainment
Non-transformative, verbatim/exact copy
For publication or public distribution
Failure to provide appropriate credit to original
author
Courts look at how the party claiming fair use is using the copyrighted work and are more likely to find that nonprofit,
educational, and noncommercial uses are fair. This does not mean that all nonprofit, educational, and noncommercial
uses are fair, and all commercial uses are not fair; instead, courts will balance the purpose and character of the use
against the other factors below. Additionally, “transformative” uses are more likely to be considered fair. Transformative
uses are those that add something new, with a further purpose or different character, and do not substitute for the original
use of the work.
FACTOR 2: NATURE OF COPYRIGHTED WORK
FAVORS FAIR USE
OPPOSES FAIR USE
Factual, nonfiction, news
Published work
Important to educational objectives
Highly creative work (i.e., art, images, music,
novels, films, plays, fiction, poetry, etc.)
Unpublished work
This factor analyzes the degree to which the work relates to copyright’s purpose of encouraging creative expression.
Thus, using a more creative or imaginative work (such as a novel, movie, or song) is less likely to support a claim of a fair
use than using a factual work (such as a technical article or news item). In addition, use of an unpublished work is less
likely to be considered fair.
Fair Use Analysis Checklist
When viewing this in a web browser, download and save the
form so you can fill it out electronically and save your changes.
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FACTOR 3: AMOUNT AND SUBSTANTIALITY OF THE PORTION USED IN RELATION TO THE COPYRIGHTED
WORK AS A WHOLE
FAVORS FAIR USE
OPPOSES FAIR USE
Small quantity used
Portion used is not central or significant to entire
work as a whole
Amount is tailored to acceptable educational
purpose
Large portion or entire work used
Portion used is important or the “heart” of the
work
Amount taken is more than is necessary
Under this factor, courts look at both the quantity and quality of the copyrighted material that is used. If the use includes a
large portion of the copyrighted work, fair use is less likely found; if the use employs only a small amount of copyrighted
material, fair use is more likely. That said, some courts have found use of an entire work to be fair under certain
circumstances. And in other contexts, using even a small amount of a copyrighted work was determined not to be fair
because the selection was an important part: the “heart” of the work.
FACTOR 4: EFFECT OF THE USE UPON THE POTENTIAL MARKET FOR, OR VALUE OF, THE COPYRIGHTED
WORK
FAVORS FAIR USE
OPPOSES FAIR USE
No significant effect on the actual market or
potential market of copyrighted work
Use stimulates market for original work
One or few copies made
No similar product marketed by the copyright
holder
Lack of licensing mechanism or out of print
User owns lawfully acquired or purchased copy
of original work
Restricted Access (Library or LMS)
User links to Internet content
Supplemental reading
Significantly impairs market or potential market
for copyrighted work or derivative
Could replace sale of copyrighted work
Numerous copies made
Repeated and/or long-term use that could
diminish market for original work
Reasonably available and affordable licensing
mechanism for use of the copyrighted work
Unrestricted access online or by other means
User copies and/or embeds Internet content
Required reading
Here, courts review whether, and to what extent, the unlicensed use harms the existing or future market for the copyright
owner’s original work. In assessing this factor, courts consider whether the use is hurting the current market for the
original work (for example, by displacing sales of the original) and/or whether the use could cause substantial harm if it
were to become widespread.
FAIR USE ANALYSIS
SEND ELECTRONICALLY TO THE COPYRIGHT COORDINATOR AND RETAIN A COPY FOR YOUR FILES
___ Based on the fair use analysis and weighing of all the factors together, the use of the copyrighted
material falls within the fair use exception to copyright. Proceed with content use as planned.
__
_ Based on the fair use analysis and the weighing of all factors together, the use of the copyrighted material
does not fit within the fair use exception to copyright.
Explore alternative content options (i.e. public domain, library licensed, Creative Commons licensed,
etc.). For assistance contact your EFSC subject and/or campus Librarian.
OR
Permission for use must be obtained from the copyright holder. For assistance contact EFSC’s Copyright
Coordinator at 321-433-7251,
stubbem@easternflorida.edu.
Th
is Fair Use Analysis Checklist and all information presented are intended to be used as a guide, for
informational purposes only, and should not be construed as legal advice.
The Fair Use Analysis Checklist is licensed under CC-BY 4.0 and adapted from Columbia University Fair Use Checklist by Kenneth D. Crews (formerly of
Columbia University), Dwayne K. Buttler (University of Louisville), and further adapted by Penn. State University CC-BY 4.0.