Building Open Education Capacity: Introducing the Canadian Code of Best Practices in Fair Dealing for Open Educational Resources
DOI:
https://doi.org/10.17161/jcel.v8i1.23053Abstract
This article builds upon a presentation given at the 2024 ABC Copyright Conference in which the authors outlined the process for adapting the Code of Best Practices in Fair Use for Open Educational Resources (OER) for a Canadian audience. Originally published in 2021, the U.S. Code is an important tool for evaluating common OER use cases, providing a framework of analysis that can guide a creator towards making judiciously defensible fair use decisions. Alongside practical guidance, the Code represents a significant contribution in support of the United Nations Educational, Scientific and Cultural Organization (UNESCO)’s Recommendation on OER, which encourages member states to build capacity concerning exceptions and limitations for the use of copyrighted works for educational and research purposes. Supported by the Canadian Association of Research Libraries, the Canadian Adaptation Working Group began their adaptation process in late 2021 and the final Code was published in early 2024. In addition to providing an overview of the adaptation process, this article offers a comprehensive summary of the legal considerations that informed the writing of the Code and provides examples of how the Code has been operationalized at educational institutions in Canada.
References
Alberta (Education) v. Canadian Copyright Licensing Agency (Access Copyright), 2012 SCC 37.
Aufderheide, P., & Jaszi, P. (2018). Reclaiming fair use: How to put balance back in copyright (2nd ed.). University of Chicago Press.
Blomgren, C. (2023). Copyright literacy and open license attribution as scholarly practice. Digital Culture & Education, 14(4), 129-148. https://www.digitalcultureandeducation.com/volume-14-4-papers/blomgren-2023
Canadian Association of Research Libraries. (n.d.a). Codes of best practice. https://www.carl-abrc.ca/influencing-policy/copyright/carl-codes-of-best-practice/
Canadian Association of Research Libraries. (n.d.b). Open education working group. https://www.carl-abrc.ca/advance-teaching-learning/open-education/
Canadian Association of Research Libraries. (2024, February 12). The code of best practices in fair dealing for open educational resources: A guide for authors, adapters & adopters of openly licensed teaching and learning materials in Canada. https://www.carl-abrc.ca/wp-content/uploads/2024/03/CARL_Code_Best_Practices_FD_OER-V1.6.pdf
CCH Canadian Ltd. v. Law Society of Upper Canada, 2004 SCC 13.
Codes of best practices. (n.d.). Center for Media and Social Impact. https://cmsimpact.org/report-list/codes/
Code of best practices in fair use for open educational resources. (2021, February 17). Center for Media and Social Impact. https://cmsimpact.org/wp-content/uploads/2021/02/Best-Practices-in-Fair-Use-for-OER-2017.2.17.pdf
Copyright Act, RSC 1985, c C-42. https://laws-lois.justice.gc.ca/eng/acts/C-42/
Di Valentino, L. (2016). Laying the foundation for copyright policy and practice in Canadian universities [Doctoral dissertation, University of Western Ontario]. https://ir.lib.uwo.ca/etd/4312
Douglas College. (n.d.). Open educational resources (OER): Fair Dealing. https://guides.douglascollege.ca/c.php?g=718337&p=5235664
Guy, J., McNally, M., Joseph, K., Sheppard, A., & Wakaruk, A. (2019). Strengths and limitations of open educational resources to advance copyright literacy. Proceedings of the Annual Conference of CAIS Actes Du congrès Annuel De l’ACSI. https://doi.org/10.29173/cais1110
Henderson, S., & Ostashewski, N. (2018). Barriers, incentives, and benefits of the open educational resources (OER) movement: An exploration into instructor perspectives. First Monday, 23(12). https://doi.org/10.5210/fm.v23i12.9172
Johnson, R., Savage, S., Dickison, J., & Martin, H. (2024, June 20-21). Decoding the code of best practices in fair dealing for open educational resources (OER) [Conference Presentation]. ABC Copyright Conference, Halifax, NS, Canada. http://hdl.handle.net/10222/84343
Levey, L. (2012). Finding relevant OER in higher education: A personal account. In J. Glennie, K. Harley, N. Butcher & T. van Wyk (Eds.), Open educational resources and change in higher education: Reflections from practice (pp. 125-140). Commonwealth of Learning and United Nations Educational, Scientific and Cultural Organization Section for Higher Education. http://hdl.handle.net/11599/80
Luo, T., Hostetler, K., Freeman, C., & Stefaniak, J. (2020). The power of open: Benefits, barriers, and strategies for integration of open educational resources. Open Learning, 35(2), 140-158. https://doi.org/10.1080/02680513.2019.1677222
McNally, M., & Ludbrook. A. (2023). National advocacy framework for open educational resources in Canada. Canadian Association of Research Libraries. https://www.carl-abrc.ca/wp-content/uploads/2023/06/A-National-Advocacy-Framework-for-Open-Educational-Resources-in-Canada.pdf
Norris, M.E., Swartz, M., & Kuhlmeier, V.A. (2022). The importance of copyright and shared norms for credit in open educational resources. Frontiers in Education, 7. https://doi.org/10.3389/feduc.2022.1069388
Nova Scotia Community College. (n.d.). Open educational resources (OER) toolkit: Adopt and adapt OER. https://subjectguides.nscc.ca/OERtoolkit/bestpractice
Red Deer Polytechnic. (n.d.). Applying fair dealing to OER creation. https://guides.rdpolytech.ca/oer/creating/licensing#s-lg-box-16323964
Rothfus, M., Macleod, L., Macpherson, E., & Gillis, L. (2024). Researcher perspectives on obstacles and facilitators of open scholarship at a Canadian university. Partnership: The Canadian Journal of Library and Information Practice and Research, 19(1). https://doi.org/10.21083/partnership.v19i1.7596
Scott, B. (2013). Supporting OER engagement at Australian universities: An overview of the intellectual property rights, copyright and policy considerations for OER. https://hdl.handle.net/1959.11/15265
Shuttleworth, K. & Zerkee, J. (2024, October 15). Fair dealing and OER: Pathways to using copyrighted content. Radical Access: The SFU Scholarly Publishing Blog. https://www.lib.sfu.ca/help/publish/scholarly-publishing/radical-access/fair-dealing-and-oer
Simon Fraser University Library. (n.d.). Using fair dealing in creating and adapting open educational resources (OER). https://www.lib.sfu.ca/help/academic-integrity/copyright/using-fair-dealing-oer
Society of Composers, Authors and Music Publishers of Canada v. Bell Canada, 2012 SCC 36.
Swartz, M., & Slaght, G. (2021, February 22). Strengthening Canadian user rights through shared understanding: Adapting the codes of best practices in fair use for Canada. Canadian Association of Research Libraries. https://hdl.handle.net/1807/105111
United Nations Declaration on the Rights of Indigenous Peoples Act, SC 2021, c 14.
United Nations Educational, Scientific and Cultural Organization. (2019, November 25). Recommendation on open educational resources (OER). https://www.unesco.org/en/legal-affairs/recommendation-open-educational-resources-oer
University of Alberta. (2024, March 18). Developing OER. https://www.ualberta.ca/en/faculty-and-staff/copyright/student-staff-guide/developing-oers.html
University of Calgary. (n.d.). Open educational resources (OER). https://libguides.ucalgary.ca/c.php?g=690048&p=5235870&preview=96c81509b97aaf710129086c45983ef6
Wakaruk, A., Gareau-Brennan, C., & Pietrosanu, M. (2021), Introducing the copyright anxiety scale. Journal of Copyright in Education & Librarianship, 5(1). https://doi.org/10.17161/jcel.v5i1.15212
Whitfield, S., & Robinson, Z. (2012). Open educational resources: The challenges of ‘usability’ and copyright clearance. Planet, 25(1), 51-54. https://doi.org/10.11120/plan.2012.00250051
Wiley, D. (n.d.). Defining the “open” in open content and open educational esources. Improving Learning. https://opencontent.org/definition
York University v. Canadian Copyright Licensing Agency (Access Copyright), 2021 SCC 32.
Zerkee, J. (2016). Approaches to copyright education for faculty in Canada. Partnership: The Canadian Journal of Library and Information Practice and Research, 11(2). https://doi.org/10.21083/partnership.v11i2.3794