17 U.S.C. §107 tells us that "the fair use of a copyrighted work...for purposes such as criticism, comment, news reporting, teaching (including multiple copies for classroom use), scholarship, or research, is not an infringement of copyright."
To determine whether your intended use of a copyrighted work is a fair use, you should weigh the following considerations:
- Purpose: Non-commercial uses at non-profit institutions are favored, and teaching, scholarship, and criticism are explicitly enumerated as non-infringing uses.
- Nature: It may matter whether the copyrighted work is factual or fictional. The law favors use of factual materials, such as biographies or documentaries, over highly creative works, such as novels and feature films.
- Amount: The smaller the amount of the copyrighted work you intend to use, the better. Even a very small amount can be prohibited, however, if it is considered the "heart" of the work. You should limit the amount to only what is pedagogically necessary.
- Market Effect: It may not be a fair use if your intended use would adversely affect the potential market for the copyrighted work. Be wary of photocopying from textbooks, workbooks, and other "consumable" material.
A recent trend in the courts considers the concept of transformativeness. If your use significantly transforms the work (such as use for criticism, scholarship, or parody), or the purpose of the work (such as social work students examining a workbook actually intended in the general market for patient/client use), this transformativeness will likely affect the fair use argument favorably.
It is important to remember that all four factors must be considered together; no single factor controls the strength of the argument. In using copyrighted work in your courses, you will often be able to claim a fair purpose (i.e., teaching, scholarship, criticism), but you still must consider the nature of the work, the amount you intend to use, and the effect on the potential market for the copyrighted work. It is always a good idea to document your consideration of the four Fair Use factors at the time of your use of the work and retain for your records; doing so demonstrates your good faith effort to comply with copyright law.