Frequently asked questions about fair use
Fair use is a legal doctrine that says you can reuse copyright-protected material under certain circumstances without getting permission from the copyright owner.
There is some misinformation out there that might lead you to believe fair use automatically applies if you say a few magic words. There is actually no silver bullet that will guarantee that you are protected by fair use when you use copyrighted material that you don't own.
Common fair use questions
1. The purpose and character of the use, including whether such use is of commercial nature or is for non-profit educational purposes
Courts typically focus on whether the use is 'transformative'. That is, whether it adds new expression or meaning to the original, or whether it merely copies from the original Commercial uses are less likely to be considered fair, though it's possible to monetise a video and still have one's usage be a fair use.
2. The nature of the copyright work
Using material from primarily factual works is more likely to be fair than using purely fictional works.
3. The amount and substantiality of the portion used in relation to the copyrighted work as a whole
Borrowing small bits of material from an original work is more likely to be considered fair use than borrowing large portions. However, even a small taking may weigh against fair use in some situations if it constitutes the 'heart' of the work.
4. The effect of the use upon the potential market for, or value of, the copyrighted work
Uses that harm the copyright owner's ability to profit from his or her original work are less likely to be fair uses. Courts have sometimes made an exception under this factor in cases involving parodies.
How does Content ID work with fair use?
If you upload a video containing copyrighted content without authorisation from the copyright owner – even if it's just for a few seconds, such as short uses of popular songs – you could end up with a Content ID claim, disabling your ability to monetise the video.
Automated systems like Content ID can't determine fair use, which is a subjective, case-by-case decision that can only be made by a court. While YouTube can't decide what is fair use or mediate copyright disputes, that doesn't mean that fair use can't exist on YouTube. If you believe that your video falls under fair use, you can defend your position through the Content ID dispute process. This decision shouldn't be taken lightly, because in some cases, you may need to carry that dispute through the appeal and potentially the DMCA counter notification process.
If both you and the claimant are attempting to monetise a video under dispute, we will continue monetisation until the dispute is resolved and pay out the accrued earnings to the appropriate party.
Options you can take to resolve claims outside the dispute process
The easiest way to deal with Content ID claims is to avoid them in the first place. Don't use copyrighted material unless it's absolutely essential to your video. Take a look at the YouTube Audio Library for music that's free to use in your videos. If you choose to get music from other royalty-free or licensing sites, make sure that you read the terms and conditions carefully. Some of these services may not provide rights to use or monetise the music on YouTube, so you could still end up with a Content ID claim.
If you do end up with a Content ID claim for music that you believe isn't essential to your video, you may be able to remove it or swap it out with copyright-safe tracks from the Audio Library. You also always have the option of uploading an entirely new edit of the video without the claimed content at a new URL.
Am I protected by fair use if…
Transformativeness is usually a key in the fair use analysis. Giving credit to the owner of a copyrighted work won't by itself turn a non-transformative copy of their material into fair use. Phrases such as 'all rights go to the author' and 'I do not own' do not automatically mean that you are making fair use of that material, nor do they mean that you have the copyright owner's permission.
Courts will look carefully at the purpose of your use in evaluating whether it is fair. Declaring your upload to be 'for entertainment purposes only', for example, is unlikely to tip the scales in the fair-use balancing test. Similarly, 'non-profit' uses are favoured in the fair-use analysis, but it's not an automatic defence by itself.