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Open educational resources and copyright: what do you need to consider?

By Rafael, on 7 November 2024

This is the last article of our Copyright and Open Science series by Christine Daoutis, UCL Copyright Support Officer, which explored important aspects of copyright and its implications for open research and scholarship.

An Open Educational Resources logo featuring an open book with pages transforming into upward-pointing hands, set against a blue background.

Image caption. Jonathasmello, CC BY 3.0 , via Wikimedia Commons

In this post, we conclude our Copyright and Open Science series by focusing on open education. Broadly defined, open education is “a philosophy about how people should produce, share, and build on knowledge” (source: What is open education? Opensource.com). It refers to values, practices and resources that aim to make scholarship more accessible, equitable, sustainable, transparent and collaborative.

The UNESCO definition of OERs highlights the importance of freely accessible educational materials in advancing open education practices globally. This includes the creation and reuse of OERs—materials that are either out of copyright or licensed to allow reuse. However, open education extends beyond resources to include practices such as integrating open science into teaching, sharing educational practices, and co-creating resources with learners.

OERs include a wide range of materials, such as open textbooks, open access articles, lecture handouts, images, film, slides, lecture recordings, assessment resources, software and whole courses such as Massive Open Online Courses (MOOCS). By default, all these resources are protected by copyright. If you’re planning to create open educational resources, here’s some copyright advice.

Addressing copyright in OERs

1. Know who owns what. If you are creating or collaborating on a teaching resource, it is essential to clarify who holds the copyright. This could be you, the author; your employer, if the work was created in the course of employment; or the resource could be co-owned with others, including students or sponsors. To license a resource for reuse (for example, to make it available under a Creative Commons licence), you must own the copyright to the resource and/or agree such licensing with co-owners. ♦ Copyright ownership at UCL is addressed in the UCL IP Policy.

2. Make the resources openly available and reusable. Once you are certain that the resource is yours to license, consider making it openly available, under a licence that allows reuse. Open access repositories support the discovery and access of different types of materials, including OERs. UCL has a dedicated OER repository, which accepts materials created by its staff and students.

As for licensing: we have explained in a previous post how Creative Commons licences work; and you can read more on how CC licences support OERs on the Creative Commons wiki. Licensing under the most permissive of the licences, the Creative Commons Attribution licence (CC BY), supports the ‘five Rs’ of OERs: enabling others to “retain, revise, remix, reuse and redistribute the materials”. (David Wiley, Defining the “Open” in Open Content and Open Educational Resources, Improving Learning blog).

A cartoon of a smiling stick figure pushing a shopping trolley filled with objects labeled 'CC' (Creative Commons) and holding up a yellow 'CC'-labeled item. The figure is placing an object on a bookshelf with colorful books and 'creative' works.

Image caption: sOER Frank, CC BY 2.0, via Wikimedia Commons

3. Address any third-party materials. If the resource contains materials you don’t own the copyright to (such as third-party content), you have a few options:

  • Reuse works that are out of copyright (public domain) or openly licensed. These might include Creative Commons images and videos, open access articles, and OERs created by others. ♦ See UCL’s guidance on finding OERs and a reading list with links to many openly licensed resources.
  • Get permission from the copyright owner. If the material is not openly licensed, you might consider seeking permission to reuse it. Be clear about how the resource containing the material will be shared (i.e., as an OER). Third-party materials included in an OER should be shared under their own copyright terms (e.g., their reuse may be more restricted than the rest of the resource) and this should be communicated when sharing.
  • Rely on a copyright exception. In some cases, instead of getting permission you may decide to rely on a copyright exception, notably the quotation exception in UK copyright law. Using exceptions requires judgement. You’ll need to determine whether the use of the material is ‘fair dealing’: does the purpose justify the use? Does it affect the copyright owner’s market? Overall, is it “fair” to all parties involved? Be aware that copyright exceptions vary by country, which is important when making a resource globally available. The Code of Best Practices in Fair Use for Open Educational Resources explores these approaches further, putting forward a framework that could be applied internationally.

Putting the copyright advice to practice: examples from UCL’s copyright online tutorials.

The screenshot shows the UCL Copyright Essentials 2023-2024 module page. On the right side, there's an image of stormtroopers marching in formation. The content discusses the use and adaptation of images under Creative Commons licenses. Below the stormtroopers, there are links to additional copyright resources. The layout is clean and educational, providing information on legal considerations for using and modifying copyrighted materials with appropriate licensing. On the left side, the course menu outlines the entire module and includes links to further reading.

Screenshot from UCL’s Copyright Essentials tutorial, which includes a photo by Michael Neel from Knoxville, TN, USA, CC BY 2.0, via Wikimedia Commons.

While creating UCL’s Copyright Essentials and Copyright and your Teaching, two online tutorials introducing copyright, the UCL Copyright support team drew on its own advice. Specifically:

  • Copyright ownership and attribution were addressed. Copyright Essentials is an adaptation of an original resource, which was also openly licensed. Attribution to all original authors was included.
  • Both tutorials are publicly available online, allowing anyone to access and complete them. They are also licensed for reuse under the Creative Commons Attribution licence, permitting others to adapt and redistribute the materials with appropriate attribution.
  • Third-party materials mostly included openly licensed images and links to lawfully shared videos and documents. However, for some materials, we opted to rely on copyright exceptions, which involved a degree of interpretation and risk. This was highlighted in the tutorials, inviting learners to reflect on the use of exceptions.

It should be noted that using proprietary e-learning tools (like Articulate Rise) to develop the tutorials restricts reuse. While the shared resources can be accessed, they cannot be downloaded or edited. Authors wishing to adapt the resources have the option to recreate the materials under the licence terms or contact us for an editable copy. Ideally, these resources should be created with open-source tools, but there’s a trade-off between the advantages of user-friendly, accessible proprietary tools and these limitations.

For more advice on copyright and OERs please contact copyright@ucl.ac.uk.


Read more from the Copyright and Open Science Series:

Copyright and AI, Part 1: How Does Copyright Apply to AI-Generated Works?

By Rafael, on 21 June 2024

Guest post by Christine Daoutis, UCL Copyright Support Officer. 

This the third blog post of the collaborative series between the UCL Office for Open Science and Scholarship and the UCL Copyright team. Here, we continue our exploration of important aspects of copyright and its implications for open research and scholarship.

An artist’s illustration of artificial intelligence (AI). This illustration depicts language models which generate text. It shows distorted text on a screen seen through a glass container. The visible text at the top reads, "How do large language models work?" The rest is partially obscured, but includes mentions of "neural networks" and "machine learning.

Photo by Google DeepMind.

In a previous post we introduced questions that arise when using and creating materials protected by copyright. What options are available to you if you want to reuse others’ work (e.g. articles, theses, images, film, code) in your research? And what do you need to consider before you share your own research with others? Issues around copyright protection, permissions, exceptions, licences, and ownership need to be examined when creating new works and including others’ materials. These questions are also relevant when we think about works that are created with the use of GenAI tools, such as ChatGPT. However, with the use of these technologies still being relatively new and the legal aspects being shaped as we speak, answers are not always straightforward.

GenAI Training Data: GenAI models are trained on a large number of materials, usually protected by copyright (unless copyright has expired or been waived). Does this mean AI companies are infringing copyright by using these materials? How would copyright exceptions and fair dealing/fair use apply in different countries? How would licence terms – including the terms of open licences – be respected? Answers will come both from legislation and codes of practice introduced by governments and regulatory bodies (such as the EU AI Act) and from the outcomes of court cases (see, for example, Getty Images vs Stability AI, the Authors’ Guild against OpenAI and Microsoft.

User Prompts: The prompts a user provides to the model (instructions, text, images) may also be protected. You should also consider whether the prompts you enter include any confidential/commercially sensitive information that should not be shared. Please see UCL’s IP policy for guidance on this.

A digital illustration depicts a serene-looking young woman with glowing skin and braids that resemble threads. Text overlay reads "Zarya of the Dawn," The background has shades of green, black and blue forming an ethereal environment.

Image Credit: Kris Kashtanova using Midjourney AI, Public domain, via Wikimedia Commons.

AI-Generated Work: Is the AI-generated work an original work protected by copyright? Is it a derivative of other original works, and therefore, possibly infringing? If it is protected, who owns the copyright? The answer to this will vary by case and jurisdiction. In the US, a court ruled that AI-generated images in a comic book were not protected, although the whole comic book and story were. In China, it was ruled that images generated with the use of GenAI tools would be protected, with the owner being the person who provided the prompts. The UK’s CDPA (9.3) states that ‘in the case of a literary, dramatic, musical or artistic work which is computer-generated, the author shall be taken to be the person by whom the arrangements necessary for the creation of the work are undertaken’.

In short, GenAI raises questions about what constitutes an original work, what constitutes infringement, how copyright exceptions and fair dealing/fair use are applied, and how authorship is established. While these questions are still being shaped, here are three things you can do:

  1. Consider any limitations in using GenAI besides copyright (e.g., confidentiality, biases, publishers’ policies). See UCL’s Generative AI hub for guidance.
  2. Be transparent about how you use GenAI. See UCL Library guidance on acknowledging the use of AI and referencing AI.
  3. If you have any copyright-related questions on the use of GenAI, contact the copyright support service.

 While GenAI has opened up more questions than answers around copyright, it also offers an opportunity to think about copyright critically. Stay connected with us for Part 2 of this blog post, which will discuss how new technologies, including GenAI, are changing our understanding of copyright. We look forward to continuing this important conversation with you.

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Text and Data Mining (TDM) and Your Research: Copyright Implications and New Website Guidance

By Rafael, on 13 May 2024

This the second blog post of our collaborative series between the UCL Office for Open Science and Scholarship and the UCL Copyright team. Here, we continue our exploration of important aspects of copyright and its implications for open research and scholarship. In this instalment, we examine Text and Data Mining (TDM) and its impact on research along with the associated copyright considerations.

Data processing concept illustration

Image by storyset on Freepik.

The development of advanced computational tools and techniques for analysing large amounts of data has opened up new possibilities for researchers. Text and Data Mining (TDM) is a broad term referring to a range of ‘automated analytical techniques to analyse text and data for patterns, trends, and useful information’ (Intellectual Property Office definition). TDM has many applications in academic research across disciplines (Intellectual Property Office definition). TDM has many applications in academic research across disciplines.

In an academic context, the most common sources of data for TDM include journal articles, books, datasets, images, and websites. TDM involves accessing, analysing, and often reusing (parts of) these materials. As these materials are, by default, protected by copyright, there are limitations around what you can do as part of TDM. In the UK, you may rely on section 29A of the Copyright, Designs and Patents Act, a copyright exception for making copies for text and data analysis for non-commercial research. You must have lawful access to the materials (for example via a UCL subscription or via an open license). However, there are often technological barriers imposed by publishers preventing you from copying large amounts of materials for TDM purposes – measures that you must not try to circumvent. Understanding what you can do with copyright materials, what may be more problematic and where to get support if in doubt, should help you manage these barriers when you use TDM in your research.

The copyright support team works with e-resources, the Library Skills librarians, and the Office for Open Science and Scholarship to support the TDM activities of UCL staff and students. New guidance is available on the copyright website. TDM libguide and addresses questions that often arise during TDM, including:

  • Can you copy journal articles, books, images, and other materials? What conditions apply?
  • What do you need to consider when sharing the outcomes of a TDM analysis?
  • What do publishers and other suppliers of the TDM sources expect you to do?

To learn more about copyright (including how it applies to TDM):

Get involved!

alt=""The UCL Office for Open Science and Scholarship invites you to contribute to the open science and scholarship movement. Stay connected for updates, events, and opportunities. Follow us on X, formerly Twitter, LinkedIn, and join our mailing list to be part of the conversation!