10% or 6 Factors? Looking Beyond the Numbers in Educational Fair Dealing Guidelines

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Thursday, May 31, 2018, 10:30-11:30 Room 1900

Stephanie Orfano – University of Toronto

Ann Ludbrook – Ryerson University

Heather Martin – University of Guelph


Fair dealing policies at educational institutions have been the subject of much controversy.  But no one understands them better than the individuals whose job it is to interpret, explain and apply them on a daily basis.  In this session, copyright specialists from three Ontario universities, take a deep dive into the different guidelines in place at their respective institutions.  Using illustrative examples of some of the more complex fair dealing analyses they’ve been involved in, the presenters will demonstrate how sound fair dealing policy can enable nuanced fair dealing assessments that focus more on fairness than formulas.



Stephanie Orfano is from the Scholarly Communications and Copyright Office at the University of Toronto Libraries. Stephanie collaborates with faculty, staff and students on issues related to publishing, copyright, licensing and permissions, and the many paths to open scholarship.

Ann Ludbrook is the Ryerson University Library Copyright and Scholarly Engagement Librarian and also manages the One Stop Course Reading Service – E-Reserves at Ryerson. She is also does outreach and project support in the areas of Open Education and Scholarly Communication.

Heather Martin is the Copyright Officer at the University of Guelph, and also manages the Library’s E-Learning and Reserves Services team.  Her latest project is chairing the University of Guelph’s task force on Accessible and Affordable Course Content and Open Educational Resources.


Simon Fraser University and the University of British Columbia wish to acknowledge the Coast Salish People on whose traditional territories we are privileged to live, work and play.

SFU Harbour Centre Floor Plan