Docket: A-93-16
Citation: 2017 FCA 16
CORAM:
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NADON J.A.
DAWSON J.A.
GAUTHIER J.A.
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BETWEEN:
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THE CANADIAN
COPYRIGHT LICENSING AGENCY, OPERATING AS ACCESS COPYRIGHT
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Applicant
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And
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BRITISH
COLUMBIA MINISTRY OF EDUCATION AND ALL ENTITIES NAMED IN SCHEDULE “A” HERETO
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Respondents
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REASONS FOR
JUDGMENT
GAUTHIER J.A.
[1]
The Canadian Copyright Licensing Agency,
operating as Access Copyright (Access) seeks judicial review of a decision of
the Copyright Board of Canada (the Board), certifying the royalty rates to be
collected by Access for the reproduction of works in its repertoire by
elementary and secondary educational institutions (K-12 schools) represented by
twelve provincial and territorial ministries of education (outside of Quebec)
and all Ontario school boards (collectively the Consortium) during the
2010-2012 (First Tariff) and 2013-2015 (Second Tariff) tariff periods.
I.
Background
[2]
In its decision, the Board approved an annual
royalty rate of $2.46 per full-time equivalent student (FTE) for the First
Tariff and $2.41 per FTE for the Second Tariff. It applied a “volume times
value” methodology, pursuant to which the volume of compensable copying is
multiplied by the estimated value of each page of the copied work for one of
the four genres included in Access’ repertoire — books, periodicals, newspapers
and “consumables”.
[3]
This methodology had been proposed by the
parties and adopted by the Board in its previous decision issued in June 2009
dealing with a previous tariff of Access for K-12 schools (Access Copyright
(Educational Institutions) 2005-2009 (26 June 2009) [K-12 (2009)]).
This decision was challenged before our Court and was ultimately quashed by the
Supreme Court of Canada in Alberta (Education) v. Canadian Copyright
Licencing Agency (Access Copyright), 2012 SCC 37, [2012] 2 S.C.R. 345 [Alberta].
As the Supreme Court had identified several issues that rendered the Board’s
assessment of the fair dealing exception unreasonable, the current decision
under review was meant to comply with the teachings of Alberta. The
Board held a hearing over nine days in April, May and September 2014. It heard
the oral arguments in September 2014. In June 2014 and after the September
hearing, the Board put several technical questions to the parties and the
evidentiary record was only perfected on December 19, 2014 once the parties
answered the Board’s additional questions. The decision was issued in February
2016.
[4]
Because of the high cost of the evidence
required to apply the methodology referred to at paragraph 2 above, the parties
agreed to rely on the results of the volume study, previously undertaken by
them in 2005-2006, as a reasonable proxy for the copying taking place during
the two tariff periods at issue here.
[5]
As mentioned, the Board, in applying the agreed
methodology, had to determine the volume of compensable copying or compensable
exposures. To do so, it had to first identify which of the copied works came
within Access’ repertoire. Then, the Board had to assess which of those copying
events reproduced a “substantial part” of the work involved within the meaning
of section 3 of the Copyright Act, R.S.C., 1985, c. C-42 (the Act).
[6]
The next step required the Board to exclude from
these compensable exposures the copying that should be excluded from
compensability pursuant to any applicable provision of the Act. The only
exclusion relevant to this proceeding is the copying that falls within the
user’s right as set out at section 29 of the Act, which provides that fair
dealing for the purposes of education and private study does not infringe
copyright. The Board also deducted any copying required for a test or
examination (subsection 29.4(2) of the Act) as well as those for display for
the purposes of education or training (subsection 29.4(1) of the Act). These
findings are not challenged.
[7]
Access accepts most of the findings made by the
Board in its detailed and lengthy decision. With respect to what works should
be included in its repertoire, Access only contests the Board’s decision to
disregard any errors in coding made in the volume study in respect of who owned
the copyright, as well as its decision to exclude from the volume of
compensable exposures any copying of a book that included less than one or two
pages per copying event on the basis that these events did not involve the
reproduction of “a substantial part” of the work within the meaning of the Act
(see section 3 of the Act in Appendix).
[8]
The other six issues raised by Access all relate
to the deductions made to the total number of compensable exposures on the
basis of fair dealing in respect of books, newspapers and periodicals,
including the methodology used by the Board to quantify those deductions, which
Access argues was procedurally unfair and fundamentally flawed.
[9]
Rather than summarizing the lengthy decision of
the Board under a distinct heading, I will refer to the most relevant findings
when dealing with each issue. I will also refer to the applicable standard of
review under each separate heading.
II.
Analysis
[10]
I have regrouped the issues raised by Access
under the following headings:
A.
Repertoire
(1)
Did the Board err in ignoring expert evidence
provided by Access to correct and clarify the breadth of its repertoire as
described in the volume study?
(2)
Did the Board err in restricting the
“substantiality” (term used by the parties) of compensable exposure under
section 3 of the Act?
B.
Fair Dealing
(1)
Did the Board err in its application of the
burden of proof?
(2)
Did the Board breach its duty to act fairly?
(3)
Was the Board’s methodology unreasonable and did
it err in assessing the relevant factors?
A.
Repertoire
(1)
Did the Board err in ignoring expert evidence
provided by Access to correct and clarify the breadth of its repertoire as
described in the volume study?
[11]
In K-12 (2009), the Board found that the
works captured by the volume study that were published by non-affiliated rights
holders (NARH) would be included in Access’ repertoire for the purpose of
calculating the tariff on the basis of an implied agency relationship where the
NARH ratified Access’ administration of their rights by accepting the payment
of royalties (K-12 (2009) at para. 133).
[12]
In the proceeding at issue, the Consortium
objected to such an inclusion with respect to the First Tariff and Second
Tariff stating that this category of rightholders should not be considered. In
its reasons (Reasons), the Board rejected Access’ argument that issue estoppel
applied because the decision was only quashed by the Supreme Court in respect
of the fair dealing exclusions. In refusing to apply “issue estoppel”, the
Board exercised its discretion to ensure the fairness of the First Tariff and
the Second Tariff. Additionally, the Board noted that Access itself sought to
revisit other findings made during the K-12 (2009) proceeding (Reasons
at paras. 125-126). The Board’s conclusion on issue estoppel is not contested
by Access in the present proceeding.
[13]
Because of its position that issue estoppel
applied, Access says that there was no need for it to correct the coding errors
made in the volume study where some works were wrongly attributed to NARH or no
coding at all was given (0). Indeed, the Board had included all these works in
Access’ repertoire in its K-12 (2009) decision.
[14]
However, this information became more relevant
to answer specific technical questions posed by the Board that asked Access to
confirm and clarify the meaning of certain fields in the data used, including identifying
who signed agreements with Access and whether such entity owned the copyright
(see Access’ letter to the Board dated October 14, 2014).
[15]
In Access’ reply letter dated October 14, 2014,
Access raised the issue of coding errors in response to the Board’s technical
questions. It further explained that if the Board rejected its issue estoppel
argument, Access would need to conduct a more detailed analysis of the data in
order to correct the breadth of its repertoire since the coding errors had the
effect of significantly underestimating the number of copied works comprised in
Access’ repertoire.
[16]
After the Consortium submitted its own expert
report dated October 14, 2014 (also filed in reply to these questions of the
Board), Access did provide such a detailed report and quantified the impact of
the underestimation. The expert report prepared by Circum Network Inc. (Circum)
dated November, 28, 2014 is attached to a letter dated December 5, 2014. This
report makes it clear that the calculations provided by the Consortium’s
experts should not be accepted because of the underestimation resulting from
the Consortium’s assumption that only works expressly attributed (i.e. coded as
such) to an affiliated righholder or to organizations in other jurisdictions
(referred to as “Reproduction Rights Organizations” (RROs)) should be
considered as part of Access’ repertoire.
[17]
Access’ December 5, 2014 submissions and expert
report dated November 28, 2014 were accepted by the Board and exhibit numbers
(AC-114 and AC-114A) were attributed to this evidence.
[18]
The Consortium did not object to the filing of
this evidence, nor did it offer any comments as to its validity. In fact, the
Consortium itself filed on December 5, 2014, another expert report in reply to
Access’ October 14, 2014 letter. The December 5, 2014 letter did not offer any
comment by the Consortium in reply to Access’ submission that its repertoire
was underestimated in the Consortium material because of coding errors. As
mentioned, the record was perfected on December 19, 2014.
[19]
It is not disputed that if Circum’s calculations
had been accepted, this would represent a sizeable increase in the royalties to
be paid to Access, which it estimates to represent approximately $500,000.00
per year, or $3 million dollars over the two tariff periods. Before us, the
Consortium did not offer any other estimate of the potential impact of these
coding errors, saying that it would have to review the validity of Access’
calculations should the matter be reconsidered by the Board as its experts had
not yet had the opportunity to comment on Access’ calculations.
[20]
In its Reasons, the Board deals with this
question as follows at paragraph 405:
[405] In a filing responding to the
Board’s technical questions, Access explained some problems with these
variables.261 In particular, Access claimed that using these
variables to measure the volume of copying of works owned by its affiliates or
authorized by bilateral agreements with RROs greatly underestimates the volume
of such copying. We reject this claim for three reasons. First, Access has
provided no evidence of the degree of underestimation. Second, Access has
had many years to correct the underestimation but has chosen not to do so.
Third, to the extent that the underestimation is related to works that were not
in Access’ repertoire in 2005-2006 when the copies were made but now are, we do
not want to make that correction. (Emphasis added)
[21]
Footnote 261 mentioned in the quote reproduced
above refers to Access’ letter dated October 14, 2014 where, as mentioned,
Access only raised the issue of coding errors and how it could have a serious
impact on the Board’s calculation of compensable exposures.
[22]
Although the Consortium argued that this finding
was based on the weight given to the evidence by the Board, a matter with which
this Court should not lightly intervene, it is difficult to conclude anything
other than that the Board, through oversight, overlooked the expert evidence
and submissions it accepted as exhibits AC-114 and AC-114A on December 5, 2014.
[23]
The Board’s clear wording that Access provided
no evidence rebuts the presumption that a decision-maker has considered all the
evidence before it.
[24]
There is no ambiguity in the reasons expressed
at paragraph 405 of the Board’s Reasons reproduced above. The Board failed to
consider that expert evidence had been filed to estimate the degree of the
underestimation, that Access had chosen to correct the underestimation and that
it explained in detail why it had not done so before. Access’ statement that
the corrections proposed by its expert did not result from an expansion of
Access’ repertoire in the years subsequent to the data collected in the
2005-2006 volume study was not challenged before us. Thus, the Board’s refusal
to consider whether the repertoire was underestimated is unreasonable.
[25]
This Court is not in a position to assess the
weight, if any, to be given to Circum’s report dated November 28, 2014. This
issue is so clearly material that in my view, the Court should intervene and
require the Board to assess the impact, if any, on the volume of compensable
exposures. I note, however, that this is such a discrete issue that the parties
may well be in a position to facilitate this exercise by jointly proposing the
necessary adjustments that could then be approved by the Board.
(2)
Did the Board err in restricting the
“substantiality” (term used by the parties) of compensable exposure under
section 3 of the Act?
[26]
As mentioned earlier, the first issue to be
determined by the Board was the volume of compensable exposures. To do this, it
had to determine if all the copying reported in the volume study reproduced “the work or any substantial part thereof”
within the meaning of section 3 of the Act.
[27]
The Board reviewed the principles applicable to
this exercise at paragraphs 212-217 of its Reasons. Access agrees that although
it had initially characterized the issue before us as a question of law, the
Board properly articulated the legal principles. The Board considered the
Supreme Court of Canada’s teachings in Cinar Corporation v. Robinson,
2013 SCC 73, [2013] 3 S.C.R. 1168 [Cinar], which states that a
qualitative assessment is required to determine whether “a substantial portion of the author’s skill and
judgment” has been copied (Cinar at para. 26). Thus, whether the
Board misapplied these principles to the facts of this case is a question of
mixed fact and law reviewable on the reasonableness standard.
[28]
To meet its burden of establishing that the
copying captured by the volume study should all be considered as coming within
the ambit of section 3 of the Act, Access proposed two approaches: first, it
suggested that the Board should assume that if a teacher of K-12 schools values
the ability to copy certain portions of a work, even very small excerpts from a
work within Access’ repertoire, it must be because the excerpts are
qualitatively relevant and as such, can never be considered unimportant or
unsubstantial copying. Second, Access presented some evidence supporting its
view that even one or two pages of a book may constitute a substantial part of
the book from which it is taken. The relevant evidence in respect of
“substantiality” is set out in footnotes 42 to 44 of Access’ Memorandum of Fact
and Law and in its Compendium, with the most relevant evidence having been
reproduced at tabs 20 to 22 of the Compendium.
[29]
Access submits that the Board failed to properly
consider this evidence, including, more particularly, some samples of pages
copied from books, which should have enabled the Board to confirm the
qualitative value of the content, of even as few as two pages.
[30]
Finally, Access argues that the Board did not
give due consideration to the evidence of compound copying; the Board did not
include it in its calculations. According to Access, the Board could not set
any bright-line rule based on the number of pages copied. While there were
instances where one or two pages from the same book were copied more than once,
it did not necessarily mean that the same pages were copied.
[31]
There is little to be said about Access’
argument that the Board did not consider compound copying. It is clear that the
Board was aware of this argument. It devoted several paragraphs to it (see
Reasons at paras. 188-202). At the hearing, when asked what evidence would have
enabled the Board to estimate what adjustment should be made on that basis,
Access acknowledged that there was no such evidence. I have not been convinced
that the Board made a reviewable error in concluding that, based on
considerations described in paragraph 202 of its Reasons, it would not make any
adjustments on the basis of compound copying. This is especially so when one
considers the Board’s comments at paragraph 195 that Access had acknowledged
that it was not possible to empirically assess the incidence or volume of
compound copying captured by the volume study. Thus, although the Board agreed
that compound copying was relevant in theory, in practice, it could simply not
measure this phenomenon.
[32]
Given that Access raises an issue with respect
to the Consortium’s burden of proof to establish the fairness of its dealing,
it is worth mentioning that Access bore the legal burden of establishing that
all copying in the volume study constituted potential violations of the
copyright in the works of its repertoire. In theory, this means that it had to
satisfy the Board that each copying event involved a substantial part of a
protected work within its repertoire. As there were thousands of copying events
involved, Access obviously could not produce a case by case qualitative
assessment.
[33]
The Board discussed the testimony of Ms.
Gerrish, Access’ main (if not the only) witness on this issue (Reasons at
paras. 218-220). It concluded that she provided anecdotal evidence that did not
provide the Board with a reasonable basis on which to appreciate the
qualitative characteristics of portions of books in Access’ repertoire that
were actually copied (Reasons at para. 220). The Board refused to draw the
inference proposed by Access that because in the one or two books identified by
Ms. Gerrish, one or two pages could represent a substantial amount of skill,
labour and judgment in certain books (only one textbook illustration was
given), it should infer that this was so in respect of all the books referenced
in the volume study (Reasons at paras. 217, 220). However, the Board did draw
such an inference in respect of newspaper and magazine articles on the basis
that these were much shorter works which, by their nature, could be treated
differently (Reasons at para. 225).
[34]
The Board expressly rejected the proposition
that what is worth copying is prima facie worth protecting, having found
that this test had been discarded long ago (see footnote 136 of the Reasons). At
the hearing before us, it became quite clear that Access could not explain how
the copying choices made by a teacher for the purposes of preparing a lesson
are related to assessing “substantiality”. The Board came to this same
conclusion when it found that copying for the purposes of meeting a student’s
educational needs is not a suitable proxy for substantiality (Reasons at para.
217). This seems altogether reasonable to me in the context of tariff setting
proceedings.
[35]
The Board also found that the subsample produced
by Access, where actual copies of the excerpts involved in the copying event
were produced, was too small to serve as a basis for the qualitative assessment
of all the books in the repertoire.
[36]
The Board did not expressly state that little
could be gained from a review of these pages without the benefit of an expert
or even a lay person that would carry out a reasoned analysis. I believe that
it is implicit in the Reasons that a simple review of this limited evidence
would not normally be sufficient to reach an appropriate conclusion on
substantiality. This is confirmed by the Board’s comments about how
quantitative assessments are done when referencing Cinar where numerous
expert witnesses, conflicting testimony and voluminous supporting evidence were
produced to determine the qualitative part of the work taken (see Reasons at
para. 222).
[37]
I have not been persuaded by Access that the
Board ignored any evidence produced by Access. Indeed, the Board considered it
and found that it did not provide a reasonable basis to assess the qualitative
nature of the thousands of copying excerpts at issue.
[38]
That said, the Board had a couple of options.
First, if it had applied the approach proposed by Access in respect of the
Consortium’s burden of proof under the fair dealing analysis (see paragraph 81
below), the Board could have concluded that Access had not established that the
exposures reported in the volume study amounted to reproduction of “a substantial part of the books” in its
repertoire (this is the only genre in respect of which the finding of the Board
is contested) given the lack of probative evidence produced by Access in this
respect. Second, and what the Board chose to do, was to determine that because
it did not have the benefit of a qualitative analysis applicable to the
majority of cases, it was reasonable in the particular circumstances of the
matter before it (fulfilling its statutory mandate to set a tariff where the
parties only presented evidence on an aggregate basis) to infer that the copying
of one or two pages from a book was not qualitatively substantial. This approach
resulted in a smaller volume of copying being classified as non-substantial
than if a threshold of 1% of each such work was adopted (Reasons at paras.
226-227).
[39]
It is the task of a tribunal or trial court to
fulfil its mandate, despite the paucity or quality of the evidence before them.
Such decision-makers must determine if they are satisfied that a certain
question of fact has been established. This task is at the very core of the
expertise of tribunals such as the Board. Inferences, like findings of facts,
are owed considerable deference.
[40]
In my view, in the particular circumstances of
this case, and considering the mandate of the Board under the Act, it was not
unreasonable for the Board to infer that the copying of one or two pages of a
book did not constitute reproduction of a
“substantial part of the work” within the meaning of section 3 of the Act.
It should be clear however that, in my view, such an inference would rarely be
within the range of acceptable outcomes when there is evidence produced about
each work at issue and would normally constitute an overriding and palpable
error in the context of civil litigation proceedings where infringement is at
issue.
[41]
Finally, I note that considering the application
of fair dealing and of section 29.4 of the Act to the exposures, most of
the so called “non-substantial copying” in respect of books would have been
deducted anyway from the compensable exposures (see tables 24 and 25 of
Appendix A to the Reasons).
B.
Fair Dealing
[42]
Before reviewing the parties’ arguments under
this heading, a few general comments are warranted.
[43]
In Alberta, Justice Abella, writing for a
majority described the concept of fair dealing and the test to be applied as
follows:
[12] As discussed in the companion appeal Society
of Composers, Authors and Music Publishers of Canada v. Bell Canada, [2012]
2 S.C.R. 326 (SOCAN v. Bell), the concept of fair dealing allows users
to engage in some activities that might otherwise amount to copyright
infringement. The test for fair dealing was articulated in CCH as
involving two steps. The first is to determine whether the dealing is for the
allowable purpose of “research or private study” under s. 29, “criticism or
review” under s. 29.1, or “news reporting” under s. 29.2 of the Act.
The second step of CCH assesses whether the dealing is “fair”. The onus
is on the person invoking “fair dealing” to satisfy all aspects of the test.
To assist in determining whether the dealing is “fair”, this Court set out a
number of fairness factors: the purpose, character, and amount of the dealing;
the existence of any alternatives to the dealing; the nature of the work; and
the effect of the dealing on the work.
[44]
Justice Rothstein, writing in dissent, made
useful and indisputable comments when he wrote:
[39] … This appeal is about fair dealing
under s. 29 of the Copyright Act, R.S.C. 1985, c. C-42 (“Act”). Whether
something is fair is a question of fact (CCH Canadian Ltd. v. Law Society of Upper Canada, 2004 SCC 13, [2004] 1 S.C.R. 339, at para. 52 (“CCH”)).
Fair dealing is “a matter of impression” (CCH, at para. 52, citing Hubbard
v. Vosper, [1972] 1 All E.R. 1023 (C.A.), at p. 1027). In CCH, this
Court found that the factors proposed by Linden J.A., at the Federal Court of
Appeal (2002 FCA 187, [2002] 4 F.C. 213, at para. 150), to help assess whether
a dealing is fair, provided a “useful analytical framework to govern
determinations of fairness in future cases” (para. 53). While useful for
purposes of the fair dealing analysis, the factors are not statutory
requirements. (Emphasis added)
[45]
In Alberta, the Supreme Court focused on
fair-dealing for the purpose of private study. The Court had to deal with the viewpoint
from which fair dealing for this purpose is to be assessed – the teacher or the
student, particularly when multiple copies are made for one or more classes. Shortly
thereafter, the Act was amended to include “education” as another
purpose in respect of which users could rely on section 29 of the Act. In my
view, this addition removed the dichotomy between teachers’ or students’
viewpoints under the section 29 analysis, when education is the relevant
purpose.
[46]
It is also well-known and reiterated in Alberta
that the factors set out in CCH originate from the decision of Lord
Denning in Hubbard v. Vosper, [1972] 1 All E.R.1023 (C.A.), at 1027. A
review of these last two decisions makes it abundantly clear that not all the
fairness factors are relevant in all cases nor is any one factor usually
determinative.
[47]
To fulfill its mandate, the Board had to balance
the public interest in compensating the copyright owners for the taking of
substantial parts of their work against the public interest in giving certain
users the right to reproduce such parts for certain purposes including
education and private study.
[48]
This is what the second step of the test
established in CCH and applied in Alberta is meant to do.
[49]
The Board dealt with fair dealing in section
XIII of its Reasons (see paras. 229-351). It then described its statistical
approach to fair dealing at paragraphs 418 to 457. Finally, its calculation of
same can be found in Appendix B to the Reasons, which starts at page 168 of the
decision.
[50]
I will now turn to the first issue raised by
Access in respect of the Board’s analysis of fair dealing. But first, for ease
of comprehension, I will re-enumerate the recognized six fair dealing factors.
They are: the purpose, character, and amount of the dealing; the existence of
any alternatives to the dealing; the nature of the work; and the effect of the
dealing on the work.
(1)
Did the Board err in its application of the
burden of proof?
[51]
Access states that, contrary to what it did in
other decisions, the Board did not expressly refer to the burden of proof in
its reasons except to recognize the general principles set out in CCH
and Alberta. Access submits that there are sufficient indications in the
Reasons and in the methodology used by the Board on which to conclude that the
Board failed to properly apply the legal and evidential burden imposed by law
on the Consortium.
[52]
In Access’ view, the Consortium had to meet its
burden of establishing that the first five factors tended to make its copying
activities fair. Access recognizes that because it was in possession of more
information than the Consortium in respect of the sixth factor (effect of the
dealing), it had to provide evidence in respect of that factor. In its view, it
met this burden. This issue is dealt with later on in these reasons.
[53]
Based on its comments at paragraph 350 of the
Reasons, that “the parties did not adequately address
fair dealing,” Access argues that the Board should have concluded that
the Consortium had failed to meet its burden under the second step of the test
for the application of the fair dealing use and refuse to deduct any exposure
from the volume of compensable exposures that are in dispute.
[54]
Finally, Access states that by creating a
neutral category in the statistical methodology adopted, the Board disregarded
the applicable burden of proof (see outline of oral argument at para. 41). In
its view, anything falling in the neutral category should be considered as not
fair (i.e. in the unfair category). Access submits that even if the Board, as
an administrative decision-maker, did not have to follow formal rules of
evidence, it was still bound to apply the legal burden as expressed by the
Supreme Court in Alberta (see Alberta at para. 12).
[55]
I agree that, as a matter of law, the Board
cannot ignore the burden on the Consortium to establish that it was entitled to
the application of section 29 of the Act. This question is reviewable on the
correctness standard. However, I have not been persuaded by Access’ arguments
that the Board disregarded the burden of proof in this case.
[56]
The question of who bears the legal burden is
rarely relevant when reaching a conclusion based on the evidence. It is usually
only determinative in cases when there is no evidence or no evidence capable of
establishing a fact, or when the evidence is so evenly weighted that a
decision-maker will determine an issue on that basis.
[57]
In this case, to put the Board’s comments and
findings in context, it is useful to review in broad terms how the parties
chose to fulfill their respective burdens in respect of the second step of the
fairness test.
[58]
The Consortium chose to present its case using
two different approaches. First, the Consortium presented evidence in respect
of guidelines issued in 2012 (see Copyright Matters! Some Key Questions
& Answers for Teachers, 3rd ed., Respondents’ Record [RR], Vol. 1 at
Tab 4) (the Guidelines)), and the fact that they had been widely distributed to
K-12 school teachers. This was presented as evidence of a general practice of
the type referred to at paragraph 63 of CCH. The Consortium argued that
any copy made following those Guidelines would necessarily be fair (presumably
these would only be relevant for the period covered by the Second Tariff).
Ultimately, the Board found that it could not rely on the Guidelines for the
purpose of setting the royalty rates (Reasons at paras. 233-234).
[59]
Although both parties were clearly disappointed
by the fact that the Board did not offer any detailed comments on their
evidence relating to those Guidelines, Access did not challenge this finding,
which was based on its assessment of the weight of the evidence. This was a
wise decision, for indeed, the Board’s conclusion was clearly open to it on the
evidentiary record.
[60]
Access argued extensively in its memorandum (not
at the hearing or in its outline of oral argument) that the Board was wrong to
discard the Guidelines as they were the best evidence of the behaviour to be
assessed to determine the issue of fairness. This resulted, according to
Access, in the rejection of what Access believed was the Consortium’s better
case. Yet, in my view, Access does not indicate how the Board’s actions on this
point render its analysis unreasonable.
[61]
That said, contrary to Access’ submissions, the
Guidelines were not the only evidence tendered by the Consortium to meet the second
part of the CCH test (i.e. weighing the fairness factors).
[62]
It is apparent from a review of the expert
report filed by the Consortium (RR, Vol. 2 at Tab 17) that the Consortium did
present a second approach based on an evaluation of the CCH factors. I
note that the Consortium’s experts even offered alternative calculations, for
example, in respect of “the amount of the dealing” factor, although it assumed
based on the instructions received, that reproduction of 10% or less of a book
would be considered fair, the said experts also calculated the impact of the
Board’s finding that only the reproduction of 7%, 5%, 3% or 1% of each work
would be fair (RR, Vol. 2, Tab 17 at 438).
[63]
Access had, for its part and as mentioned,
marshalled evidence in respect of the sixth factor given that in its view, this
factor militated towards finding that the dealing was not fair because of the
considerable effect that copying had on the market for those works. Its expert
had also calculated what would be fair by using and adjusting the Board’s
previous calculations in 2009 to account for what it considered fair based on Alberta
(Applicant’s Record [AR], Vol. 1, Tab I at 887-889). Access had also taken the
position that the Guidelines were flawed and indeed promoted unfairness (Reasons
at para. 231). In its view, the Board could only deduct the exposures that
Access had conceded met the fairness test.
[64]
It is now appropriate to put paragraph 350 of
the Reasons on which Access relies in context by reproducing paragraphs 340 to
350:
[340] Unless we were to accept, in their
entirety, the contentions of one party or the other on fair dealing—which we do
not—the calculations by the parties cannot be accepted as they are. Nor is it
apparent that the data can be readily disaggregated. This poses some
difficulties in the evaluation of the amount of fair dealing that we expect
occurred during the 2010-2015 period.
[341] Since fair dealing is a matter of
impression, one approach would be to consider the copying as a group, or in
groups, the latter of which the Board did in the K-12 (2009) decision
and its redetermination in the K-12 (2013) decision.
[342] In K-12 (2009), the Board
identified four categories of copies that met the first step (i.e., the
purpose) of the fair-dealing test. It then considered whether such copies were
fair. Following the redetermination in the K-12 (2013) decision, all
four categories were found to be fair dealing. In other words: all copies that
were identified as having been done for a permitted fair-dealing purpose were
found to be fair.
[343] In relation to genres that were
compensable in K-12 (2009) (namely: books, newspapers, and magazines)
the evidence does not suggest that the copying identified as Categories 1
through 4 in K-12 (2009) has characteristics that differ from copying
that was not placed into a category. The only potential difference between
copying that was placed into Categories 1 through 4 and that which was not, is
in their purpose of the dealing and goal of the dealing.
[344] As noted above in our consideration of
the purpose of the dealing, in Part XIII.C, approximately 75 per cent of all
copying of books, newspapers and magazines in this matter was done for the
purposes of “student instruction, assignments and class work,” and qualifies to
be considered for fair dealing, but was not considered for fair dealing in the K-12
(2009) decision nor in its redetermination in K-12 (2013). As per
our discussion in our consideration of the goal of the dealing,230
above, the goal of such a dealing would tend towards fairness.
[345] Given that copying identified in
Categories 1 through 4 were all found to be fair, and given that copying done
for the purposes of “student instruction, assignments and class work” shares
the characteristics of copying identified in those categories, were copying of
books, newspapers, and magazines to be considered in a group, or groups, it is
likely that we would conclude, in relation to those copies made for a permitted
purpose, that such dealings were fair.
[346] However, it is unlikely that it is
actually the case that all copies under consideration that were made for a
permitted purpose are non-infringing. In the absence of evidence of a
sufficiently followed practice, and among such a large and varied number of
institutions, the approximation created by such a group-based approach likely
be too rough of a measure.
[347] We therefore require some means of
establishing an actual measure of fair-dealing copying. In this matter, since
the data adduced by the parties is at the aggregate level, we approximate the
amount of fair-dealing copying by using this data.
[348] We generally proceed with our
calculations in the same manner as the parties, by determining the number of
copies that were made for a permitted purpose, and, of those, how many were
fair. However, in order to use the aggregate information in evidence, we must
make the assumption that the characteristics of copying (such as the goal of
the dealing, the amount of the dealing, or nature of the work) are independent
of one another. For example, whether a copy is made for one purpose or another,
the amount of the work copied is not dependant on the purpose. This assumption
is necessary, since the data that was adduced by the parties from the Volume
Study does not let us correlate such characteristics with one another with any
confidence.
[349] Given that the information in relation
to consumables, which were not compensable under the K-12 (2013)
decision, is also drawn from the 2006 Volume Study, and was also provided to
the Board in aggregate form, we use the same method for approximating the
amount of fair dealing in relation to consumables as well.
[350] The full methodology and calculations
are discussed in Part XVI.E and in Appendix B. The methodology is of our own
design, inspired however by submissions of the parties, particularly those of
the Objectors. The calculations use data that is part of the evidence. Our
assumptions and inferences are also based on the evidence. Because we are of
the opinion that the parties did not adequately address fair dealing, we had no
choice but to fashion a methodology of our own.
[65]
On a fair reading of paragraph 350 of its
Reasons, it is clear that the Board did not err as Access alleges. In my view,
the Board did not find that the Consortium failed to file evidence that was
capable of meeting its burden. Rather, the Board was not prepared to accept the
calculations and assumptions of either party. Thus, it had to use the data
produced in evidence to make its own inferences and calculations of what would
in this case be fair. The Board’s purpose was to come to its own “impression”
of what was fair in the best manner possible considering that both parties had
agreed to use aggregate data to establish the volume of copying during the
relevant period.
[66]
Turning to the neutral column included by the
Board in its methodology, I understand that the Board classified exposures of
books in this category when the evidence adduced did not help the Board to form
an “impression” either way as to the fairness of the dealing. While classifying
an exposure as neutral may have affected the Board’s overall fair dealing
“impression” with respect to books, I do not agree that unless an exposure is
considered as tending to fairness, it can only be viewed as tending to the
unfairness of the dealing. This would make each factor a statutory requirement
that must be met and mean that each factor necessarily applies in the same way
to all copying events. As mentioned, this is simply not the law. I cannot
conclude from the simple fact that the methodology included a neutral category
that this means that the Board erred in law by failing to have due regard to
where the burden of proof lied.
[67]
I will now deal with Access’ argument that the
Board breached its duty to act fairly when it failed to seek comments on the
methodology it applied to form its “impression” in respect to books.
(2)
Did the Board breach its duty to act fairly?
[68]
At paragraph 351 of its Reasons, the Board wrote:
[351] The use of our own methodology raises
the issue of whether or not we should submit it to the parties for comments. We
decline to do so, for three reasons. First, allowing the parties to comment on
the methodology issue would introduce several months of needless delay. We
believe that the record is complete enough as it is. Second, the methodology is
fundamentally based on the six-factor legal framework from CCH. This is a
well-known framework, on which the parties have already commented extensively.
Finally, the methodology uses data found in the evidence. The later has been
extensively examined and cross-examined by the parties.
[69]
Access submits that by adopting this
methodology, the Board changed completely the case that it had to meet because
it eliminated the main basis on which the Consortium had presented its case,
namely, the Guidelines. To establish this, it referred to paragraphs 34-36 of
the Consortium’s statement of case (see RR, Vol. 1, Tab 1 at 191). Access
submits that it had a legitimate expectation that the Board would give it an
opportunity to comment on its methodology as it resulted in the exclusion of a
very large portion of compensable exposures. Access adds that had it known that
the Board would use this methodology, it would have presented evidence
addressing this methodology. However, when asked what type of evidence this
would include, Access could not offer any details. It simply said that its
expert could have offered comments on the validity of this approach.
[70]
After a careful review of Access’ submissions,
its memorandum, its outline of oral argument and its compendium, it appears
that what Access wants is the chance to present arguments as to why considering
each factor independently of each other leads to an absurd result. This it can
do before us as it is also contesting the reasonableness of the Board’s
assessment.
[71]
As to the seriousness of the impact of using
this methodology, I note that the Board’s method actually reduced the number of
compensable exposures that the Consortium and its experts had put forward as
fair. Although I agree that the first reason given by the Board (additional
delay) is not a good answer or even an appropriate consideration on the facts
of this case, Access has not persuaded me that the Board erred when it held
that; i) the record was complete enough to determine if its methodology was
satisfactory; and that ii) it used the CCH factors and data on which
both parties had the opportunity to comment on at length and to examine
extensively including through cross-examination.
[72]
As mentioned, the Consortium did not ground its
case only on the fairness of copying behaviour in accordance with the Guidelines
(see RR, Vol. 1, Tab 1 at 193). Counsel for the Consortium confirmed at the
hearing before us that indeed their experts had, using the criteria provided by
counsel, conducted an analysis of the thousands of copying events in the volume
study to assess whether each transaction was fair by considering the
non-exhaustive list of factors set out in CCH (RR, Vol. 2 at Tab 17). It
is clear that Access had a full opportunity to comment on the validity of the
instructions given by counsel. Moreover, I note that the Consortium’s experts
had calculated as fair any exposure that met only three of the relevant CCH factors.
This certainly provided Access with an opportunity to argue that the factors
needed to be considered as a whole rather than individually. Finally, Access
does not say that the Board erred in its statistical calculations.
[73]
Thus, although this Court is reviewing any
alleged breach of procedural fairness on the standard of correctness, I cannot
conclude that the Board breached its duty in this matter. The Board did not
introduce any new principle of law. It used the very factors that the parties
had commented upon. The methodology is simply a practical and mathematical way
of reflecting the relative weight given by the Board to the various factors
used to form its “impression”.
[74]
I will now review Access’ argument in respect of
the reasonableness of the Board’s methodology. Then I will deal with the
arguments it put forth in respect of 4 of the 6 CCH factors, which in
its view would justify quashing the decision even if one were to assume that
the Board’s methodology was reasonably sound. As held in Alberta, the
assessment of fair dealing is a question of fact reviewable on the
reasonableness standard.
(3)
Was the Board’s methodology unreasonable and did
it err in assessing the relevant factors?
(a)
General Approach
[75]
Access did not say much to support its statement
that the Board’s methodology is fundamentally flawed. It reargued that
introducing a neutral column was wrong as it ignored the Consortium’s
evidentiary burden, which was dealt with above.
[76]
Access’ other argument on this point is that the
Board’s methodology, which considers each factor independently of the other,
leads to absurd results. Access contends that the Board ought to have followed
the instructions in CCH and assess the evidence in respect of all the
interdependent relevant factors as a whole since fair dealing is “a matter of
impression”.
[77]
At the hearing, counsel for Access said that one
of the effects of considering each factor independently is that instances where
a whole book is copied would be found to be fair dealing since the “amount of
the dealing” factor is not linked in any way to the Board’s assessment of the
“alternatives to the dealing” factor. Access argued that had the Board assessed
the factors as a whole, it would have found that the copying of an entire book
is unfair since buying a book is a realistic alternative.
[78]
Counsel for the Consortium noted that this is
pure speculation since the data reveals that there is no instance where a whole
book was copied. Moreover, the Board adopted a scale that accounted for the
varying proportions of each work copied. Given that the Board considered as
unfair (as opposed to neutral) any copying over 10% of a book, that the buying
of a book has been held to be an unrealistic alternative to teachers copying
short excerpts to supplement student textbooks and that the same volume study
(and thus copied excerpts of books) relied on in Alberta are at issue
here (Alberta at para. 32), the Board’s methodology can hardly be
described as being absurd.
[79]
It may well be that the Board’s methodology is
not perfect, but again, given the particular circumstances of this case, I have
not been persuaded that its overall determination that a large portion of the
exposures were fair (again this was much less than the numbers proposed by the
Consortium using a similar statistical approach) was unreasonable because of
the method it chose to weigh the evidence in forming its overall impression of
the fair dealing factors.
[80]
I will now examine the specific issues raised in
respect of the Board’s assessment of four factors, namely, the amount of the
dealing, the character of the dealing, the effect of the dealing and the
alternatives available at the relevant time.
(b)
Contested fair dealing
factors
(i)
Amount of the Dealing
[81]
Access argues that the Board failed to consider
the qualitative importance of the excerpts copied. It says that because the Consortium
failed to present thousands of case by case analysis to meet its evidentiary
burden in respect to this factor (Reasons at para. 280), the Board had to apply
a solely quantitative (Reasons at para. 288) and arbitrary approximation, which
again unreasonably disregarded all of its evidence of “compound copying”
(Reasons at paras. 286-289).
[82]
In fact, the Board did what it understood the
Supreme Court told it to do in Alberta and what our highest tribunal
actually did consider in CCH, Alberta and Bell, where
only the quantitative proportion of the work was considered (Reasons at paras.
279-282). I find no error in the Board’s reasoning in this respect.
[83]
Considering that invoking the right to fairly
use a work for the purpose of education pursuant to section 29 of the Act is
only necessary when one would otherwise infringe the copyright in the work, it
would make little sense to reconsider whether one has reproduced “a substantial part of the work” in the qualitative
sense at the second step of the test. Indeed, if the copying did not reproduce
a substantial part of the work, Access would not have the right to seek a
royalty for that copy. Hence, by focusing on the proportion between the excerpt
copied and the entire work, one already assumes that all that was copied was
qualitatively relevant.
[84]
As to the general importance of the works
copied, Access appears to equate this to the “qualitative assessment” of the
copying. I cannot agree. In CCH, the Supreme Court refers to “the
importance of the work” not of the copying. Access did not refer to any
evidence that would enable me to conclude that this particular aspect was
relevant here. As mentioned, not all considerations referred to by the Supreme
Court apply in every case.
[85]
Access has not persuaded me that the Board made
a reviewable error in assessing this factor.
(ii)
Character of the Dealing
[86]
According to Access, here the Board failed to
consider the aggregate amount of copying of works in its repertoire, the whole
as instructed in Alberta (at para. 29). In its view the fact that there
were about 300 million exposures per year, or approximately 90 exposures per
student per year was particularly significant and tended to establish that the
dealing was not fair.
[87]
CCH teaches that
in assessing the character of the dealing, “courts must
examine how the works were dealt with. If multiple copies of works are being
widely distributed, this will tend to be unfair. If, however, a single copy of
a work is used for a specific legitimate purpose, then it may be easier to
conclude that it was a fair dealing” (CCH at para. 55).
[88]
The Board held that the “character of the
dealing” factor looks at “the size of a particular
transaction or a set of transactions involving the same work” rather
than the aggregate volume of total pages copied (Reasons at para. 269). It came
to this conclusion in part based on its previous ruling in Access Copyright
(Provincial and Territorial Governments) 2005-2014 (22 May 2015)[Governments],
where it had decided that the fact that the total number of copies made “by all users that benefit from the tariff ended up in the
hands of many people does not automatically mean that each of those dealings
was an instance where a ‘wide’ dissemination occurred.” (Reasons at
para. 289, relying on the Board’s decision in Governments at para. 289).
The Board also found that the person or group for whom the copy was made is a
relevant consideration under this factor since it is an “indication of the breadth of distribution” (Reasons
at para. 428).
[89]
Also, after examining all the evidence and the
arguments, the Board concluded at paragraph 272 of its Reasons:
[272] Given the above, and given the
absence of evidence that would give us a more nuanced appreciation of how many
copies of a particular work were made, be it in the course of one transaction,
by one teacher, or in one school, we conclude that for copies made for
distribution within the school, this factor does not tend to make the dealing
fair or unfair.
[90]
In my view, this means that the Board did not
consider that this factor was particularly useful to determine the fairness in
this particular case.
[91]
As mentioned, Access argues that the Board ought
to have followed the Supreme Court’s teachings in CCH and Alberta
and ought to have considered evidence of the aggregate volume of the total
pages copied - this is not the teaching of these cases.
[92]
As discussed above, CCH merely teaches
that what is to be examined under this factor is how works are dealt
with, such as whether the copies are widely distributed. Moreover, in Alberta,
while the Supreme Court states that the “quantification
of the total number of pages copied” is considered under the “character of the dealing factor” (Alberta at
para. 29), it goes on to say that the Board in that case had considered the
quantification of total pages copied by looking at whether “multiple copies of the texts were distributed to entire
classes” (Alberta at para. 30). The Supreme Court did not find
any error on the part of the Board in this regard.
[93]
On my reading of these decisions, the Supreme
Court does not restrict the manner in which the Board may assess this factor to
solely looking at the aggregate volume of pages copied or otherwise. In
explaining why looking at the aggregate volume of copies was not helpful to its
assessment of whether the copies were widely distributed, the Board reasonably
applied the Supreme Court’s teachings in CCH and Alberta. I find
no reviewable error on the part of the Board in this respect. In fact, this
finding is reasonable even if one were to consider that the overall number of
copies represents approximately 90 pages per student per year. I agree with the
Consortium that this figure does not support the view that this factor could
only tend to a conclusion that the dealing was not fair. I thus cannot conclude
that the Board erred in concluding that this factor, on the facts of this case,
was not particularly useful to reach its ultimate conclusion on fairness. This
is why almost all exposures were classified in the neutral column for this
factor (see also Reasons at para. 428).
(iii)
Effect of the Dealing
[94]
Access contests the Board’s finding that this
factor would only tend toward “unfairness” in 20% of exposures. It submits that
this error is due to a misunderstanding of paragraph 72 of CCH. It adds
that, as a result of this misunderstanding, the Board restricted its analysis
of this factor to the effects of the dealing on the particular works copied in
the volume study (Reasons at paras. 316-318) and disregarded evidence tendered
by both parties that established that the K-12 schools’ copying behaviours
under the Guidelines have had and are likely to have, significant negative
market impacts.
[95]
Again, I find that the Board made no reviewable
error, having merely applied CCH, which teaches that “[i]f the reproduced work is likely to compete with the
market of the original work, this may suggest that the dealing is not fair”
(CCH at para. 59; Alberta at para. 33; see also Reasons at paras.
316-317). On my reading of paragraph 72 of CCH, the Supreme Court’s
reference to “publisher’s markets” does not alter the meaning given to this
factor at paragraph 59 of CCH.
[96]
In the portion of its Reasons dealing with this
factor (Reasons at paras. 315-338), the Board expressly dealt with why Access’
evidence based on the Guidelines is not relevant for the purpose of assessing
the fairness of the dealing. The Board reiterated that the volume study was
much better evidence of the copying behaviour of the K-12 schools (Reasons at
paras. 319 and 235). It must be recalled that the Board had found that it could
not rely on the Guidelines for various reasons (see paragraphs 59-61 above and
Reasons at paras. 231-234). Thus, the Board notes at paragraph 319 of its
Reasons that Access’ arguments based on the Guidelines were not relevant.
[97]
The Board then discussed other evidence adduced
by Access (Reasons at paras. 319-322). It found that while the said evidence
was “mostly general in nature… there [was] sufficient
circumstantial evidence in this matter to conclude that some unlicensed copying
of works will have a direct negative effect on the market for the copied work”
(Reasons at para. 337).
[98]
It reached this conclusion after considering the
testimony of Dr. McIntyre who, on cross-examination by counsel for the
Consortium, agreed that the open educational resources movement, digital
sharing and the general emergence of new technologies could be responsible for
declining book sales (Reasons at para. 322).
[99]
In my view, it was open to the Board to find
that if the volume study was representative of the behaviour of the K-12 schools,
the arguments and evidence based on the Guidelines were irrelevant. I also
conclude that the Board made no other error as it indeed considered the effect
of the dealings on the market of the copied works as instructed by the Supreme
Court. The Board did not disregard the parties’ evidence. It simply found that
Access had only demonstrated that the copying was only one of many causes
attributed to a decrease in book sales (i.e. the market of the original works).
(iv)
Realistic Alternatives
[100] Access argues that it was unreasonable for the Board to disregard
its evidence in respect of the availability of alternatives throughout
2010-2015 (such as McGraw Hill Ryerson’s iLit digital database which allows
teachers to pick and choose works from the publisher’s online database to
create their own custom “book of excerpts” as an alternative to buying several
works (see Access’ Compendium at Tab 47) on the grounds that these alternatives
were not available in 2006 when the volume study was carried out. It argues
that the Board failed to appreciate the nature of the agreement between the
parties with respect to the relevance of the volume study. The Board found
that:
[305] The evidence in this matter does
not show any realistic alternatives being available at the time the copies were
made (as this is what is being evaluated). The little evidence that was adduced
shows only that some alternatives, for some resources, have become available
more recently.
[101] I agree that if the Board’s sole basis for rejecting the evidence
was grounded in the fact that these alternatives were not available at the time
the volume study was conducted, then its finding would be unreasonable.
However, a fair reading of paragraph 305 of the Board’s decision, and my
consideration of all the evidence relied on by Access to which it refers to in
its outline of oral argument (see Access’ Compendium at Tab 47), leads me to
conclude that this factor does not support a finding of unfairness given that
Access’ evidence on this point is greatly limited in scope and detail. It was
on this basis that the Board concluded that this factor tended towards fairness
in relation to all copying of non-consumable works (Reasons at paras. 305-306).
[102] Access did not attempt to quantify the number of non-consumable
works that could be purchased on a segregated basis (i.e. short excerpts or
chapters of works). Its evidence as to when some alternatives (other than the
purchase of a full book) became available was quite vague.
[103] While Access did adduce some evidence establishing that members of
the Consortium expressly asked for additional materials to be made available on
a segregated basis, which request McGraw Hill fulfilled by creating its iLit
database, and that other works are available on the internet, this is not
sufficient to conclude that the finding of the Board was unreasonable. In the
absence of any evidence as to the availability of alternatives in relation to
the majority of works at issue during the relevant periods (2010-2015), I
cannot conclude that the Board’s finding does not fall within a range of
acceptable outcomes.
[104] I conclude that Access has not established that the Board’s
assessment of the amount of exposures that should be excluded for
compensability on the basis of fair dealing pursuant to section 29 of the Act
is unreasonable.
III.
CONCLUSION
[105] In light of the foregoing, the only reviewable error that justifies reconsideration
by the Board is the one concerning the impact of the coding errors on the
repertoire of Access. I would therefore only grant the application of Access in
part and I would refer the matter back to the Board for reconsideration of this
issue.
[106] As the Consortium was substantially successful, I would award costs
to it calculated on the basis of the lower number of units in column III of
Tariff B.
"Johanne Gauthier"
“I agree
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M. Nadon J.A.”
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“I agree
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Eleanor R. Dawson J.A.”
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APPENDIX
Copyright
Act, R.S.C., 1985, c. C-42
Copyright in
works
|
Droit d’auteur
sur l’oeuvre
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3 (1) For the
purposes of this Act, copyright, in relation to a work, means the sole right
to produce or reproduce the work or any substantial part thereof in any
material form whatever, to perform the work or any substantial part thereof
in public or, if the work is unpublished, to publish the work or any substantial
part thereof, and includes the sole right
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3 (1) Le droit
d’auteur sur l’oeuvre comporte le droit exclusif de produire ou reproduire la
totalité ou une partie importante de l’oeuvre, sous une forme matérielle
quelconque, d’en exécuter ou d’en représenter la totalité ou une partie
importante en public et, si l’oeuvre n’est pas publiée, d’en publier la
totalité ou une partie importante; ce droit comporte, en outre, le droit
exclusif :
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(a) to produce,
reproduce, perform or publish any translation of the work,
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a) de produire,
reproduire, représenter ou publier une traduction de l’oeuvre;
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(b) in the case
of a dramatic work, to convert it into a novel or other non-dramatic work,
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b) s’il s’agit
d’une oeuvre dramatique, de la transformer en un roman ou en une autre oeuvre
non dramatique;
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(c) in the case
of a novel or other non-dramatic work, or of an artistic work, to convert it
into a dramatic work, by way of performance in public or otherwise,
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c) s’il s’agit
d’un roman ou d’une autre oeuvre non dramatique, ou d’une oeuvre artistique,
de transformer cette oeuvre en une oeuvre dramatique, par voie de
représentation publique ou autrement;
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(d) in the case
of a literary, dramatic or musical work, to make any sound recording,
cinematograph film or other contrivance by means of which the work may be
mechanically reproduced or performed,
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d) s’il s’agit
d’une oeuvre littéraire, dramatique ou musicale, d’en faire un enregistrement
sonore, film cinématographique ou autre support, à l’aide desquels l’oeuvre
peut être reproduite, représentée ou exécutée mécaniquement;
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(e) in the case
of any literary, dramatic, musical or artistic work, to reproduce, adapt and
publicly present the work as a cinematographic work,
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e) s’il s’agit
d’une oeuvre littéraire, dramatique, musicale ou artistique, de reproduire,
d’adapter et de présenter publiquement l’oeuvre en tant qu’oeuvre
cinématographique;
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(f) in the case
of any literary, dramatic, musical or artistic work, to communicate the work
to the public by telecommunication,
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f) de communiquer
au public, par télécommunication, une oeuvre littéraire, dramatique, musicale
ou artistique;
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(g) to present at
a public exhibition, for a purpose other than sale or hire, an artistic work
created after June 7, 1988, other than a map, chart or plan,
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g) de présenter
au public lors d’une exposition, à des fins autres que la vente ou la
location, une oeuvre artistique — autre qu’une carte géographique ou marine,
un plan ou un graphique — créée après le 7 juin 1988;
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(h) in the case
of a computer program that can be reproduced in the ordinary course of its
use, other than by a reproduction during its execution in conjunction with a
machine, device or computer, to rent out the computer program,
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h) de louer un
programme d’ordinateur qui peut être reproduit dans le cadre normal de son
utilisation, sauf la reproduction effectuée pendant son exécution avec un
ordinateur ou autre machine ou appareil;
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(i) in the case
of a musical work, to rent out a sound recording in which the work is
embodied, and
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i) s’il s’agit
d’une oeuvre musicale, d’en louer tout enregistrement sonore;
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(j) in the case
of a work that is in the form of a tangible object, to sell or otherwise
transfer ownership of the tangible object, as long as that ownership has
never previously been transferred in or outside Canada with the authorization
of the copyright owner,
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j) s’il s’agit
d’une oeuvre sous forme d’un objet tangible, d’effectuer le transfert de
propriété, notamment par vente, de l’objet, dans la mesure où la propriété de
celui-ci n’a jamais été transférée au Canada ou à l’étranger avec
l’autorisation du titulaire du droit d’auteur.
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and to authorize
any such acts.
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Est inclus dans
la présente définition le droit exclusif d’autoriser ces actes.
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Exceptions
|
Exceptions
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Fair Dealing
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Utilisation
équitable
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Research, private
study, etc.
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Étude privée,
recherche, etc.
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29 Fair dealing
for the purpose of research, private study, education, parody or satire does
not infringe copyright.
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29 L’utilisation
équitable d’une oeuvre ou de tout autre objet du droit d’auteur aux fins
d’étude privée, de recherche, d’éducation, de parodie ou de satire ne
constitue pas une violation du droit d’auteur.
|
R.S., 1985, c.
C-42, s. 29; R.S., 1985, c. 10 (4th Supp.), s. 7; 1994, c. 47, s. 61; 1997,
c. 24, s. 18; 2012, c. 20, s. 21.
|
L.R. (1985), ch.
C-42, art. 29; L.R. (1985), ch. 10 (4e suppl.), art. 7; 1994, ch. 47, art.
61; 1997, ch. 24, art. 18; 2012, ch. 20, art. 21.
|
Educational
Institutions
|
Établissements
d’enseignement
|
Reproduction for
instruction
|
Reproduction à
des fins pédagogiques
|
29.4 (1) It is
not an infringement of copyright for an educational institution or a person
acting under its authority for the purposes of education or training on its
premises to reproduce a work, or do any other necessary act, in order to
display it.
|
29.4 (1) Ne
constitue pas une violation du droit d’auteur le fait, pour un établissement
d’enseignement ou une personne agissant sous l’autorité de celui-ci, de
reproduire une oeuvre pour la présenter visuellement à des fins pédagogiques
et dans les locaux de l’établissement et d’accomplir tout autre acte
nécessaire pour la présenter à ces fins.
|
Reproduction for
examinations, etc.
|
Questions
d’examen
|
(2) It is not an
infringement of copyright for an educational institution or a person acting
under its authority to
|
(2) Ne
constituent pas des violations du droit d’auteur, si elles sont faites par un
établissement d’enseignement ou une personne agissant sous l’autorité de
celui-ci dans le cadre d’un examen ou d’un contrôle :
|
(a) reproduce,
translate or perform in public on the premises of the educational
institution, or
|
a) la
reproduction, la traduction ou l’exécution en public d’une oeuvre ou de tout
autre objet du droit d’auteur dans les locaux de l’établissement;
|
(b) communicate
by telecommunication to the public situated on the premises of the
educational institution
|
b) la
communication par télécommunication d’une oeuvre ou de tout autre objet du
droit d’auteur au public se trouvant dans les locaux de l’établissement.
|
a work or other subject-matter
as required for a test or examination.
|
[Blank/En blanc]
|
Schedule “A”
Alberta Education
Manitoba Education and Advanced Learning
New Brunswick Department of Education and
Early Childhood Development
Newfoundland and Labrador Department of
Education and Early Childhood Development
Nova Scotia Department of Education and
Early Childhood Development
Northwest Territories Department of
Education, Culture and Employment
Nunavut Department of Education
Ontario Ministry of Education
Prince Edward Island Department of
Education, Early Learning and Culture
Saskatchewan Ministry of Education
Yukon Department of Education
Algoma District School Board
Algonquin and Lakeshore Catholic District
School Board
Avon Maitland District School Board
Bloorview School Authority
Bluewater District School Board
Brant Haldimand Norfolk Catholic District
School Board
Bruce-Grey Catholic District School Board
Campbell Children’s School Authority
Catholic District School Board of Eastern
Ontario
Conseil des écoles publiques de l’Est de
l’Ontario
Conseil scolaire de district catholique
Centre-Sud
Conseil scolaire de district catholique de
l’Est de l’ontarien
Conseil scolaire de district catholique des
Aurores boréales
Conseil scolaire de district catholique des
Grandes Rivières
Conseil scolaire de district catholique du
Centre-Est de l’Ontario
Conseil scolaire de district catholique du
Nouvel-Ontario
Conseil scolaire de district catholique
Franco-Nord
Conseil scolaire de district des écoles
catholiques du Sud-Ouest
Conseil scolaire Viamonde
Conseil scolaire de district du Grand Nord
de l’Ontario
Conseil scolaire de district du Nord-Est de
l’Ontario
District School Board of Niagara
District School Board Ontario North East
Dufferin-Peel Catholic District School
Board
Durham Catholic District School Board
Durham District School Board
Grand Erie District School Board
Greater Essex County District School Board
Halton Catholic District School Board
Halton District School Board
Hamilton-Wentworth Catholic District School
Board
Hamilton-Wentworth District School Board
Hastings and Prince Edward District School
Board
Huron Perth Catholic District School Board
Huron-Superior Catholic District School
Board
James Bay Lowlands Secondary School Board
John McGivney Children’s Centre School
Authority
Kawartha Pine Ridge District School Board
Keewatin-Patricia District School Board
Kenora Catholic District School Board
KidsAbility School Authority
Lakehead District School Board
Lambton Kent District School Board
Limestone District School Board
London District Catholic School Board
Moose Factory Island District School Area
Board
Moosonee District School Area Board
Near North District School Board
Niagara Catholic District School Board
Niagara Peninsula Children’s Centre School
Authority
Nipissing-Parry Sound Catholic District
School Board
Northeastern Catholic District School Board
Northwest Catholic District School Board
Ottawa Catholic District School Board
Ottawa Children’s Treatment Centre School
Authority
Ottawa-Carleton District School Board
Peel District School Board
Protestant Separate School Board of the
Town of Penetanguishene
Peterborough Victoria Northumberland and
Clarington Catholic District School Board
Rainbow District School Board
Rainy River District School Board
Renfrew County Catholic District School
Board
Renfrew County District School Board
Simcoe County District School Board
Simcoe Muskoka Catholic District School
Board
St. Clair Catholic District School Board
Sudbury Catholic District School Board
Superior North Catholic District School
Board
Superior-Greenstone District 3 School Board
Thames Valley District School Board
Thunder Bay Catholic District School Board
Toronto Catholic District School Board
Toronto District School Board
Trillium Lakelands District School Board
Upper Canada District School Board
Upper Grand District School Board
Waterloo Catholic District School Board
Waterloo Region District School Board
Wellington Catholic District School Board
Windsor-Essex Catholic District School
Board
York Catholic District School Board
York Region District School Board