Good afternoon. I'm Dru Marshall, provost and vice-president, academic, at the University of Calgary, and chair of the copyright committee there. I want to begin by thanking members of the committee for their support for the post-secondary sector. Investments in our campus through the post-secondary strategic investment fund and through the previous knowledge infrastructure program have had a transformative effect on research and learning spaces on our campus. We also really appreciate the significant federal investments made in support of Canada's research ecosystem.
I'm pleased to be here today to make recommendations to the committee and to speak about the University of Calgary's approach to copyright. First, I want to emphasize that the University of Calgary supports the retention of the fair dealing exception for education in Canada's copyright regime. As both creators and users of copyright material, universities must have a balanced approach to copyright and to the issue of fair dealing.
Fair dealing helps ensure a high-quality educational environment for students, and contributes to innovation in teaching by enabling an instructor to use a variety of examples in their lectures, exposing students to the most recent cutting-edge research. The speed at which textbooks and traditional print books are produced and distributed often does not allow for inclusion of these types of examples.
At the University of Calgary, we take a measured approach to fair dealing, ensuring it is used to supplement or complement purchased material, not to replace it. We do not apply fair dealing to print course packs, because while the university produces course packs on a cost-recovery basis, the institutional printing contract with a third party printer includes a commercial element. We also do not apply fair dealing to compilations of works such as literary anthologies. Instead we look for original sources of these works, and in most cases purchase transactional licences for them. Indeed, the university applies fair dealing to a very small proportion of course materials used in classrooms today. In a sample of 3,200 learning items, such as book chapters, articles, and Internet resources used by instructors in our winter 2017 semester, fair dealing was applied to only 250 items, or less than 8%. We most commonly applied fair dealing in instances where a chart, a graphic, or tables from a book or academic journal articles were included in the materials for a lecture.
I'd be happy to walk the committee through a detailed example of how fair dealing is applied to a specific course during the question period of today's meeting.
At the University of Calgary we also strongly discourage introducing any measures to harmonize tariff regimes, imposing statutory damages, or introducing mandatory licensing into Canada's copyright regime. Doing so would remove or threaten a university's ability to choose how to manage copyright, compel them to purchase blanket licences, and result in a university paying twice for the ability to reproduce most of its copyrighted content. This move would be a fundamental change to copyright law and should be studied very closely for all the unintended consequences that would flow from it, especially the cost implications for public institutions.
We understand that in recent government consultations on reforming the Copyright Board of Canada, Access Copyright proposed statutory damages in the range of three to 10 times the royalty for even the smallest case of infringement, with no discretion for the courts to vary from this. We also understand that Access Copyright is currently pursuing royalties, at a rate of $26 per FTE student for the university sector, through rate-setting proceedings at the Copyright Board of Canada. This rate has not yet been confirmed by the board, but if it were, this would mean statutory damages for a university, hypothetically, in the range of $78 to $260 per FTE student at the institution. That scenario would be difficult for any publicly funded institution.
Our opposition to this measure is in line with the University of Calgary's decision to opt out of the Access Copyright interim tariff in September 2012. This decision to opt out came after considerable consultation with our university community, and was driven by significant cost implications stemming from both the increase in the tariff and the limits in the repertoire offered by Access Copyright. The Access Copyright tariff applies only to the copying of print materials within the repertoire, and the details of the specific materials included were not sufficiently transparent.
As a growing proportion of library materials is digital, the university increasingly found itself paying twice for the same resource, paying the Access Copyright fee for print copies and also paying for the licence for digital copies preferred by the university community.
This preference and the greater cost-effectiveness of digital resources drive a growing proportion of library acquisitions. We have a digital first policy, and approximately 90% of acquisitions by our library in 2017-18 were digital, just over 10 million dollars' worth, making print-based collective licences less useful.
When we opted out of the Access Copyright tariff in 2012, it was because we recognized that we could implement institutional copyright policies that would be both more cost-effective and, importantly, responsive to the needs of the University of Calgary community.
At the U of C we take copyright compliance extremely seriously. We educate our faculty, staff, and students about copyright. For example, we recommend all course reading lists be submitted to the copyright office to ensure compliance. We have a copyright officer who attends and presents at new faculty orientation sessions and who holds regular information sessions for instructors, staff, and students on copyright. In 2017, that copyright officer gave over 22 presentations and workshops to our community.
Our learning management system includes reminders about where to seek advice about copyright issues and about the appropriate use of materials.
We provide copyright compliance assistance services. We have a copyright office that employs four full-time employees, and they processed over 7,800 requests in the winter term of 2017. The same office negotiates transactional licences and clearances on behalf of our instructors and professors.
In 2012, we became one of the first post-secondary institutions in Canada to adopt a policy on acceptable use of materials protected by copyright, which applies to the campus community. This policy includes sanctions for non-compliance.
We have a copyright committee that meets quarterly and that includes students, administration, and staff, and we have developed a rigorous, we think, and comprehensive approach to managing copyright.
In conclusion, we urge the committee to take a balanced, measured, and fair approach to copyright, one that respects the rights of both creators and users.
Again, we appreciate the opportunity to appear before you and look forward to questions.