A Legal Deep Dive on Mexico’s Disastrous New Copyright Law

3 years ago 169
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Mexico has just adopted a terrible new copyright law, thanks to pressure from the United States (and specifically from the copyright maximalists that hold outsized influence on US foreign policy).

This law closely resembles the Digital Millennium Copyright Act enacted in the US 1998, with a few differences that make it much, much worse.

We’ll start with a quick overview, and then dig deeper.

“Anti-Circumvention” Provision

The Digital Millennium Copyright Act included two very significant provisions. One is DMCA 1201, the ban on circumventing technology that restricts access to or use of copyrighted works (or sharing such technology). Congress was thinking about people ripping DVDs to infringe movies or descrambling cable channels without paying, but the law it passed goes much, much farther. In fact, some US courts have interpreted it to effectively eliminate fair use if a technological restriction must be bypassed.

In the past 22 years, we’ve seen DMCA 1201 interfere with media education, remix videos, security research, privacy auditing, archival efforts, innovation, access to books for people with print disabilities, unlocking phones to work on a new carrier or to install software, and even the repair and reverse engineering of cars and tractors. It turns out that there are a lot of legitimate and important things that people do with culture and with software. Giving copyright owners the power to control those things is a disaster for human rights and for innovation.

The law is sneaky. It includes exemptions that sound good on casual reading, but are far narrower than you would imagine if you look at them carefully or in the context of 22 years of history. For instance, for the first 16 years under DMCA 1201, we tracked dozens of instances where it was abused to suppress security research, interoperability, free expression, and other noninfringing uses of copyrighted works.

It’s a terrible, unconstitutional law, which is why EFF is challenging it in court.

Unfortunately, Mexico’s version is even worse. Important cultural and practical activities are blocked by the law entirely. In the US, we and our allies have used Section 1201’s exemption process to obtain accommodations for documentary filmmaking, teachers to use video clips in the classroom, for fans to make noncommercial remix videos, to unlock or jailbreak your phone, to repair and modify cars and tractors, to use competing cartridges in 3D printers, and for archival preservation of certain works. Beyond those, we and our allies have been fighting for decades now to protect the full scope of noninfringing activities that require circumvention, so that journalism, dissent, innovation, and free expression do not take a back seat to an overbroad copyright law. Mexico’s version has an exemption process as well, but it is far more limited, in part because Mexico doesn’t have our robust fair use doctrine as a backstop.

This is not a niche issue. The U.S. Copyright Office received nearly 40,000 comments in the 2015 rulemaking. In response to a petition signed by 114,000 people, the U.S. Congress stepped in to correct the rulemaking authorities when they allowed the protection for unlocking phones to lapse in 2012.

“Notice-and-Takedown” Provision

In order to avoid the uncertainty and cost of litigation (which would have bankrupted every online platform and deprived the public of important opportunities to speak and connect), Congress enacted Section 512, which provides a “safe harbor” for various Internet-related activities. To stay in the safeharbor, service providers must comply with several conditions, including “notice and takedown” procedures that give copyright holders a quick and easy way to disable access to allegedly infringing content. Section 512 also contains provisions allowing users to challenge improper takedowns. Without these protections, the risk of potential copyright liability would prevent many online intermediaries from providing services such as hosting and transmitting user-generated content. Thus the safe harbors have been essential to the growth of the Internet as an engine for innovation and free expression.

But Section 512 is far from perfect, and again, the Mexican version is worse.

First of all, a platform can be fined simply for failing to abide by takedown requests even if the takedown is spurious and the targeted material does not infringe. In the US, if they opted out of the safe harbor, they would still only be liable if someone sued them and proved secondary liability. Platforms are already incentivized to take down content on a hair trigger to avoid potential liability, and the Mexican law provides new penalties if they don’t.

Second, we have long catalogued the many problems that arise when you provide the public a way to get material removed from the public sphere without any judicial involvement. It is sometimes deployed maliciously, to suppress dissent or criticism, while other times it is deployed with lazy indifference about whether it is suppressing speech that isn’t actually infringing.

Third, by requiring that platforms prevent material from reappearing after it is taken down, the Mexican law goes far beyond DMCA 512 by essentially mandating automatic filters. We have repeatedly written about the disastrous consequences of this kind of automated censorship.

So that’s the short version. For more detail, read on. But if you are in Mexico, consider first exercising your power to fight back against this law.

Take Action

If you are based in Mexico, we urge you to participate in R3D’s campaign “Ni Censura ni Candados” and send a letter to Mexico’s National Commission for Human Rights to asking them to invalidate this new flawed copyright law. R3D will ask for your name, email address, and your comment, which will be subject to R3D’s privacy policy.

We are grateful to Luis Fernando García Muñoz of R3D (Red en Defensa de los Derechos Digitales) for his translation of the new law and for his advocacy on this issue.

In-depth legislative analysis and commentary

The text of the law is presented in full in blockquotes. EFF’s analysis has been inserted following the relevant provisions.

Provisions on Technical Protection Measures

Article 114 Bis.- In the protection of copyright and related neighboring rights, effective technological protection measures may be implemented and information on rights management. For these purposes:

I. An effective technological protection measure is any technology, device or component that, in the normal course of its operation, protects copyright, the right of the performer or the right of the producer of the phonogram, or that controls access to a work, to a performance, or to a phonogram. Nothing in this section shall be compulsory for persons engaged in the production of devices or components, including their parts and their selection, for electronic, telecommunication or computer products, provided that said products are not destined to carry Unlawful conduct, and

This provision adopts a broad definition of ‘technological protection measure’ or TPM, so that a wide range of encryption and authentication technologies will trigger this provision. The reference to copyright is almost atmospheric, since the law is not substantively restricted to penalizing those who bypass TPMs for infringing purposes.

II. The information on rights management are the data, notice or codes and, in general, the information that identifies the work, its author, the interpretation, the performer, the phonogram, the producer of the phonogram, and to the holder of any right over them, or information about the terms and conditions of use of the work, interpretation or execution, and phonogram, and any number or code that represents such information, when any of these information elements is attached to a copy or appear in relation to the communication to the public of the same.

In the event of controversies related to both fractions, the authors, performers or producers of the phonogram, or holders of respective rights, may exercise civil actions and repair the damage, in accordance with the provisions of articles 213 and 216 bis. of this Law, independently to the penal and administrative actions that proceed.

Article 114 Ter.- It does not constitute a violation of effective technological protection measures when the evasion or circumvention is about works, performances or executions, or phonograms whose term of protection granted by this Law has expired.

In other words, the law doesn’t prohibit circumvention to access works that have entered the public domain. This is small comfort: Mexico has one of the longest copyright terms in the world.

Article 114 Quater.- Actions of circumvention or evasion of an effective technological protection measure protection that controls access to a work, performance or execution, or phonogram protected by this Law, shall not be considered a violation of this Law, when:

This provision lays out some limited exceptions to the general rule of liability. But those exceptions won’t work. After more than two decades of experience with the DMCA in the United States, it is clear that when regulators can’t protect fundamental rights by attempting to imagine in advance and authorize particular forms of cultural and technological innovation. Furthermore, several of these exemptions are modeled off of stale US exemptions that have proven completely inadequate in practice. The US Congress could plead ignorance in the 90s; legislators have no excuse today.

It gets worse: because Mexico does not have a general fair use rule, innovators would be entirely dependent on these limited exemptions.

I. Non-infringing reverse engineering processes carried out in good faith with respect to the copy that has been legally obtained of a computer program that effectively controls access in relation to the particular elements of said computer programs that have not been readily available to the person involved in that activity, with the sole purpose of achieving the interoperability of an independently created computer program with other programs;

If your eyes glazed over at “reverse engineering” and you assumed this covered reverse engineering generally, you would be in good company. This exemption is sharply limited, however. The reverse engineering is only authorized for the “computer program that effectively controls access” and is limited to “elements of said computer programs that have not been readily available.” It does not mention reverse engineering of computer programs that are subject to access controls – in part because the US Congress was thinking about DVD encryption and cable TV channel scrambling, not about software. If you circumvent to confirm that the software is the software claimed, do you lose access to this exemption because the program was already readily available to you? Even if you had no way to verify that claim without circumvention? Likewise, your “sole purpose” has to be achieving interoperability of an independently created computer program with other programs. It’s not clear what “independently” means, and this is not a translation error – the US law is similarly vague. Finally, the “good faith” limitation is a trap for the unwary or unpopular. It does not give adequate notice to a researcher whether their work will be considered to be done in “good faith.” Is reverse engineering for competitive advantage a permitted activity or not? Why should any non-infringing activity be a violation of copyright-related law, regardless of intent?

If you approach this provision as if it authorizes “reverse engineering” or “interoperability” generally you are imagining an exemption that is far more reasonable than what the text provides.

In the US, for example, companies have pursued litigation over interoperable garage door openers and printer cartridges all the way to appellate courts. It has never been this provision that protected interoperators. The Copyright Office has recognized this in granting exemptions to 1201 for activities like jailbreaking your phone to work with other software.

II. The inclusion of a component or part thereof, with the sole purpose of preventing minors from accessing inappropriate content, online, in a technology, product, service or device that itself is not prohibited;

It’s difficult to imagine something having this as the ‘sole purpose.’ In any event, this is far too vague to be useful for many.

III. Activities carried out by a person in good faith with the authorization of the owner of a computer, computer system or network, performed for the sole purpose of testing, investigating or correcting the security of that computer, computer system or network;

Again, if you skim this provision and believe it protects “computer security,” you are giving it too much credit. Most security researchers do not have the “sole purpose” of fixing the particular device they are investigating; they want to provide that knowledge to the necessary parties so that security flaws do not harm any of the users of similar technology. They want to advance the state of understanding of secure technology. They may also want to protect the privacy and autonomy of users of a computer, system, or network in ways that conflict with what the manufacturer would view as the security of the device. The “good faith” exemption again creates legal risk for any security researcher trying to stay on the right side of the law. Researchers often disagree with manufacturers about the appropriate way to investigate and disclose security vulnerabilities. The vague statutory provision for security testing in the United Stat

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