e-lending in Bodo 2015


in the analogue world do not apply in the digital realm. In the
European Union, the Infosoc Directive (“Directive 2001/29/EC on the harmonisation of certain aspects of
copyright and related rights in the information society,” 2001) allows for libraries to create digital copies
for preservation, indexing and similar purposes and allows for the display of digital copies on their
premises for research and personal study (Triaille et al., 2013). While in theory these rights provide for

12

Bodó B. (2015): Libraries in the post-scarcity era.
in: Porsdam (ed): Copyrighting Creativity: Creative values, Cultural Heritage Institutions and Systems of Intellectual Property, Ashgate

the core library services in the digital domain, their practical usefulness is rather limited, as off-premises
e-lending of copyrighted works is in most cases6 only possible through individual license agreements with
publishers.
Under such circumstances libraries complain that they cannot fulfill their public interest mission in the
digital era. What libraries are allowed to do under their own under current limitations and exceptions, is
seen as inadequate for what is expected of them. But to do more requires the appropriate e-lending
licenses from rights holders. In many cases, however, libraries simply cannot license digitally for e-lending. In those cases when licensing is possible, they see transaction costs as prohibitively high; they
feel that their bargaining positions vis-à-vis rightholders is unbalanced; they do not see that the license
terms are adapted to libraries’ policies, and they fear that the licenses provide publishers excessive and
undue influence over libraries (Report on the responses to the Public Consultation on the Review of the
EU Copyright Rules, 2013).
What is more, libraries face substantial legal uncertainties even where there are more-or-less well defined
digital library exceptions. In the EU, questions such as whether the analogue lending rights of libraries
extend to e-books, whether an exhaustion of the distribution right is necessary to enjoy the lending
exception, and whether licensing an e


lar situation, both in terms of the narrowly defined exceptions in which libraries
can operate, and the huge uncertainty regarding the limits of fair use in the digital library context. US
rights holders challenged both Google’s (Authors Guild v Google) and the libraries (Authors Guild v
HathiTrust) rights to digitize copyrighted works. While there seems to be a consensus of courts that the
mass digitization conducted by these institutions was fair use (Diaz, 2013; Rosati, 2014c; Samuelson,
2014), the accessibility of the scanned works is still heavily limited, subject to licenses from publishers,
the existence of print copies at the library and the institutional membership held by prospective readers.
While in the highly competitive US e-book market many commercial intermediaries offer e-lending
6

The notable exception being orphan works which are presumed to be still copyrighted, but without an identifiable
rights owner. In the EU, the Directive 2012/28/EU on certain permitted uses of orphan works in theory eases access
to such works, but in practice its practical impact is limited by the many constraints among its provisions. Lacking
any orphan works legislation and the Google Book Settlement still in limbo, the US is even farther from making
orphan works generally accessible to the public.

13

Bodó B. (2015): Libraries in the post-scarcity era.
in: Porsdam (ed): Copyrighting Creativity: Creative values, Cultural Heritage Institutions and Systems of Intellectual Property, Ashgate

licenses to e-book catalogues of various sizes, these arrangements also carry the danger of a c


Comité des Sages
of

the

European

Commission.

Retrieved

from

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content/uploads/2011/12/digiti_report.pdf
Report on the responses to the Public Consultation on the Review of the EU Copyright Rules. (2013).
European Commission, Directorate General for Internal Market and Services.
Rosati, E. (2014a). Copyright exceptions and user rights in Case C-117/13 Ulmer: a couple of
observations. IPKat. Retrieved October 08, 2014, from http://ipkitten.blogspot.co.uk/2014/09/copyrightexceptions-and-user-rights-in.html

18

Bodó B. (2015): Libraries in the post-scarcity era.
in: Porsdam (ed): Copyrighting Creativity: Creative values, Cultural Heritage Institutions and Systems of Intellectual Property, Ashgate

Rosati, E. (2014b). Dutch court refers questions to CJEU on e-lending and digital exhaustion, and another
Dutch reference on digital resale may be just about to follow. IPKat. Retrieved October 08, 2014, from
http://ipkitten.blogspot.co.uk/2014/09/dutch-court-refers-questions-to-cjeu-on.html
Rosati, E. (2014c). Google Books’ Library Project is fair use. Journal of Intellectual Property Law &
Practice, 9(2), 104–106.
Rose, M. (1993). Authors and owners : the invention of copyright. Cambridge, Mass: Harvard University
Press.
Samuelson, P. (2002). Copyright and freedom of expression in historical perspective. J. Intell. Prop. L.,
10, 319.
Samuelson, P. (2014). Mass Digitization as Fair Use. Communications of the ACM, 57(3), 20–22.
Schultz, M. F. (2007). Copynorms: Copyright Law and Social Norms. Intellectual Property And
Information Wealth v01, 1, 201.
Se

 

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