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Lowcountry Oral History Initiative (LOHI) Toolkit: Plan Your Project: Ethics and Forms

How-to guide for community and campus oral history projects brought to you by the Lowcountry Oral History Initiative at the College of Charleston Libraries.

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Copyright and Oral History

Copyright
In the United States, copyright is a legal mechanism that protects the intellectual property of an individual's creative work.

Copyright Law
Copyright law is the legal framework established in the United States Constitution that helps protect people's rights and defines the protections they are allowed. In the United States, copyright is automatic once a creative work is produced. The creator(s) do not need to register their work.

What are the rights of creators?
Because US copyright is automatic, if you record a song, draw a picture, write a play, or... record an oral history, all of those things are under copyright, and you (and any co-creators) are entitled to six exclusive rights about them:

  • The right to reproduce
  • The right to create derivative works (eg: using portions of an oral history in a documentary)
  • The right to distribute copies, or transfer ownership of the work
  • The right to perform the work publicly
  • The right to display the work publicly
  • The right to perform the work publicly via digital audio transmission (if it is an audio or video recording)

Who is the copyright holder of an oral history?
As with all creative works in the United States, copyright is automatic to the creation of oral histories. Unlike a drawing completed by a single creator, though, oral histories have more than one copyright holder because more than one person creates the oral history. Therefore, both the interviewer and the interviewee are the copyright holders of oral histories.

Can the copyright holder change?
The copyright holders of an oral history would only change if the oral history project included forms that transfer the copyright, and the affected copyright holder(s) sign the copyright transfer statement. However, this transfer is not required to be able to share the oral histories online. To share oral histories online, the informed consent forms (covered in the next section) explain how the project intends to share the oral histories, and the interviewee signs off on this plan.

Does sharing online mean I give away my rights as copyright holder?
No. Copyright law allows you to share oral histories online while maintaining legal protections over their use. In other words, oral histories you share online are still copyright protected.

What uses are protected?
By default, copyright law dictates that the copyright creators maintain their exclusive rights. For a list of those exclusive rights, see the previous tab, "What is Copyright?" As a copyright owner, you have the option of retaining your copyrights completely, selling your copyrights (the way an author might sell a book manuscript to a publisher), licensing your copyrights to another entity (like LOHI), or releasing your creative work into the Public Domain.

More on Licensing
Licensing is a great option for oral histories that will be shared online because it spells out the acceptable uses, which reduces the number of inquiries you will need to field. The next tab will discuss Creative Commons licensing, which allows copyright holders to easily apply licensing statements to their oral history projects so that people who view the oral histories online understand what uses are and are not allowed.

Creative Commons is a tool that provides you with a way to share your work with easy-to-use, standardized copyright licenses. If you want to retain your rights and want to indicate what uses are allowed, a Creative Commons license is a great way to go. There are many options for licensing your work. To explore the Creative Commons website and view the full list of licenses, see the Related Materials column on this page, and select Creative Commons under Helpful Links.

To license your work to LOHI so that it can be shared on our platform, we recommend the CC BY-NC-ND license, which is the most protective Creative Commons license. It includes the following elements:

 BY: credit must be given to the creator.
 NC: Only noncommercial uses of the work are permitted.
 ND: No derivatives or adaptations of the work are permitted.

Fair use is a legal exemption to the exclusive rights of copyright holders. It means that there are some legally allowed uses of creative works, like oral histories, that do not require the user to ask permission or be licensed permission.

How is fair use determined?
Fair use is assessed and is determined on a case-by-case basis. A potential user of a creative work needs to consider all four of the following factors:

  • Purpose: The purpose and character of the use (including whether it is transformative, commercial, non-profit, or educational)
  • Nature: The nature of the copyrighted work
  • Amount: The amount and substantiality of the portion to be used
  • Market impact: The effect upon the potential market for the copyrighted work

Because intention is a part of the consideration, only the user can make the initial assessment of whether their use is fair. Cornell University Library has excellent resources on copyright, including a fair use checklist. Review the checklist to gain a better understanding of how users will be able to determine if their intended use of an oral history falls under fair use or not. To read more on copyright, check out the Helpful Links: Cornell University Copyright Guide. You will also find a link to Cornell University Library's Fair Use Checklist.

There is a lot of nuance when it comes to determining fair use. What is important to know is that there are limits to the copyright protections that copyright law provides. And in creating oral histories you are creating archival materials that teachers, students, and scholars will be interested in and want to use to teach, conduct research, and write about. And fair use allows for some of that use to take place without asking permission. Outside of fair use, though, copyright law and licensing help you keep creative control over your oral history project. It is important, then, to read up on the resources provided in Related Materials so you can be well informed and make the best choices for your oral history project. 

Informed Consent

Informed consent is about formally obtaining the permission of each interviewee to conduct an oral history interview and to share their story with others. Without informed consent, there can be no oral history interview.

Prior to the interview, the interviewee signs a consent form; the following elements are contained/explained: 

  • The purpose of the project and its goals/objectives
  • A statement informing interviewees what they will be asked to do
  • How much time is needed for participation
  • Any risks and harms involved with participation
  • Any benefits for participating in the project
  • A confidentiality statement explaining that oral histories are not anonymous
  • A statement informing interviewees that their participation is completely voluntary
  • A statement informing interviewees that they have the right to withdraw from the project and explains how to do so
  • How the oral histories will be used/shared
  • A statement informing the interviewees whether and how they will be compensated

For examples of informed consent agreements, see the Related Materials column on this page.

While oral histories are exempt from IRB review, it is still a good idea for university researchers to check with their institutional IRB office, as certain elements of their project e.g. its contribution to generalizable knowledge, may be subject to IRB review.

Biographical Forms

Alongside interviewees completing and signing an informed consent form, it is also common practice for interviewees to complete a biographical form prior to the interview. These forms have several important uses/benefits:

  • Allow you to learn more about your interviewee prior to conducting the oral history, which 1) can help you to build rapport with the interviewee and 2) can allow you to tailor your interview questions.
  • Many contain valuable information that may be the foundation for future research. For example, the interviewee may have attended a school that closed during desegregation or may have been a member of a defunct grassroots social justice organization.
  • Can help you to write an abstract which will be needed for sharing your project.

For an example of a biographical form, see the Related Materials column on this page. We have provided a LOHI Biographical Form as a PDF as well as a Word document version so you may customize it for your own project.

Cloud Storage

Cloud storage is a way to save data securely online so that it can be accessed anytime from any location by those with permission. Think of it as a digital hard drive. Some of the most popular cloud storage systems are Google Drive, Dropbox, and Microsoft One Drive. 

  • Using a cloud storage system can help you to manage your oral history project. Whereas in the past oral histories were conducted, processed, and shared through physical formats, that is generally no longer the case. For example, it is now rare to use tapes to record oral histories. Additionally, cloud systems provide greater accessibility and are easier to maintain than physical items. For example, one does not have to keep scores of paper documents and store them in their home or an office; cloud systems provide digital storage and the content is accessible to everyone on a project team.
  • Cloud content storage is also related to oral history ethics as you need a secure location to house and protect the recordings and the dataa lot of which is highly sensitiveborn out of an oral history project. 

The following files should be stored in your cloud system; be sure to create folders with a simple naming convention to easily find and access your files (e.g. Original Interviews, Signed Consent Forms):

  • Original and edited interviews
  • Consent forms and biographical forms
  • Progress Tracker (contains the contact information and status of each interviewee throughout the project) 
  • Scheduling Tracker (tracks the scheduling of each interview)
  • Any other document associated with the project e.g. grant proposal, interview questions, budget

For large scale projects that have multiple team members, it is recommended that you have an email address and a phone number. Purchasing a Google workspace, for example, provides an email address (Gmail) and you can separately purchase a Google Voice phone number.

Before committing, be sure to research the cost and capabilities of various cloud storage systems to determine which is the best fit for your project.  Keep in mind that while some of these options have free versions, there will be limitations on storage availability and platform capabilities.  For most projects you will likely need a paid version, typically billed monthly or annually. This will offer your project advantages such as increased room for storage.

Links to three of the most popular cloud systems:

Helpful Links