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By Sanjeev Kumar
Founding Attorney

Copyright law is designed to protect creators by granting them exclusive rights over their original works. However, there are exceptions and legal defenses that may allow others to use copyrighted material under specific circumstances without permission. Understanding these defenses is crucial for businesses, content creators, and anyone using third-party works. At The Kumar Law Firm PLLC, we help clients navigate copyright laws. Below, we outline key exceptions and defenses to copyright infringement, including fair use, independent creation, expired copyright, and transformative use. We also discuss recent case examples and best practices for avoiding legal disputes.

 The Fair Use Doctrine

Fair use is one of the most well-known exceptions to copyright infringement. This legal doctrine generally allows limited use of copyrighted material without obtaining permission from the rights holder. Whether a purported infringement is considered fair use is a factual, case-specific inquiry. Courts typically consider four key factors when determining fair use:

  • Purpose and Character of the Use: Nonprofit, educational, commentary, criticism, news reporting, or research-related uses are more likely to qualify as fair use. Transformative works that add new meaning or expression may also be more protected under this doctrine.
  • Nature of the Copyrighted Work: Factual or publicly available content is more likely to qualify for fair use than highly creative or unpublished works.
  • Amount and Substantiality: Using small, non-central portions of a work is more defensible than copying an entire piece or its most recognizable protectable elements.
  • Effect on the Market: If the use of the copyrighted work materially harms the original creator’s market or potential earnings, fair use may not apply.

Fair use is often cited in cases involving commentary, parody, educational use, and news reporting. However, each case is evaluated individually, making legal guidance essential when claiming this defense.

Common Defenses to Copyright Infringement

While fair use is perhaps the most commonly cited exception, there are additional legal defenses that may apply to allegations of copyright infringement.

Independent Creation

Copyright protects only original works, meaning that if two people create similar works independently without copying, there may be no infringement. If a defendant can demonstrate that their work was developed without knowledge of or access to the plaintiff’s work, this defense may be successful.

Expired Copyright

Copyright protection does not last forever. In the U.S., most works created after 1978 are protected for the life of the author plus 70 years. Generally, anyone can freely use works that have entered the public domain without permission. Each year, new works fall into the public domain, expanding the material available for free use.

Transformative Use and Case Examples

Transformative use is often a crucial factor in fair use defenses. Courts may be more likely to rule in favor of users who significantly modify the original work in a way that adds new meaning or purpose than a user who simply directly reproduces a work. Below are a few cases that highlight transformative use and fair use:

  • Andy Warhol Foundation v. Goldsmith, 598 U.S. 508 (2023): The Supreme Court ruled that Andy Warhol’s use of a photographer’s image of Prince did not qualify as fair use because it did not sufficiently transform the original work’s purpose, leading to a ruling favoring the photographer.
  • Google LLC v. Oracle America, Inc., 593 U.S. 1 (2021): The Supreme Court held that Google’s limited copying of Java’s API code in its Android operating system was a transformative fair use, as Google copied only what was necessary to permit programmers to work in a different computing environment and it served a different purpose than Oracle’s original software.
  • Stewart v. Abend, 495 U.S. 207 (1990): In a case involving the re-release of a motion picture that used substantial portions of a story, the Supreme Court held that the defendants’ use of the story in their film was not fair use, giving particular weight to the fact that the re-release of the motion picture impinged on the owner’s ability to market new versions of the story. This case demonstrates the balancing of fair use factors and the complexity of copyright infringement disputes when various parties own various rights in a piece of content.  

These cases illustrate that fair use and transformative application must be carefully assessed based on context, impact, and originality.

Practical Guidelines for Avoiding Copyright Infringement

To minimize legal risks while using copyrighted content, one may consider the following practices:

  • Verify Copyright Status: Check whether a work is in the public domain or protected by copyright before using it.
  • Use Licensed or Open-Source Material: Opt for content available under Creative Commons or other licensing agreements.
  • Cite Sources and Seek Permission: When in doubt, credit the creator and/or request permission to use their work.
  • Transform Instead of Copying: Create significantly different content to create new meaning rather than duplicating or closely copying existing material.
  • Understand Fair Use Limitations: If claiming fair use, ensure that your use aligns with legal guidelines and does not harm the original creator’s market.

Consult a Copyright Attorney

Navigating copyright laws can be complex, especially when dealing with fair use and infringement claims. If your business or creative work involves copyrighted material, consulting an experienced copyright attorney can help protect your interests and avoid costly legal battles.

At The Kumar Law Firm PLLC, we assist businesses, artists, and content creators in understanding and applying copyright laws effectively. Whether you need help defending against infringement claims or ensuring legal compliance in your work, our team is here to provide guidance. Contact The Kumar Law Firm PLLC today to discuss your copyright concerns and safeguard your creative and business assets.

About the Author
Sanjeev Kumar is the founder and principal at the Kumar Law Firm, which provides a wide range of legal services to entrepreneurs and business owners in the area of business & corporate law and intellectual property along with related areas of interest to clients such as business succession planning, wealth preservation through estate planning, and alternate dispute resolution.