03/02/2020
CURIA - Documents
licences should be promoted which, without creating imbalances, favour such establishments and the disseminative
purposes they serve.
When applying the exceptions and limitations provided for in this Directive, they should be exercised in
accordance with international obligations. Such exceptions and limitations may not be applied in a way which
prejudices the legitimate interests of the rightholder or which conflicts with the normal exploitation of his work or
other subject-matter. …
The exceptions and limitations referred to in Article 5(2), (3) and (4) should not, however, prevent the definition
of contractual relations designed to ensure fair compensation for the rightholders insofar as permitted by national
law.
… Member States should promote voluntary measures taken by rightholders, including the conclusion and
implementation of agreements between rightholders and other parties concerned, to accommodate achieving the
objectives of certain exceptions or limitations provided for in national law in accordance with this Directive. …’
Article 2 of that directive, entitled ‘Reproduction right’, provides:
‘Member States shall provide for the exclusive right to authorise or prohibit direct or indirect, temporary or
permanent reproduction by any means and in any form, in whole or in part:
for authors, of their works;
…’
Article 3 of the same directive, entitled ‘Right of communication to the public of works and right of making
available to the public other subject-matter’, provides in paragraph 1:
‘Member States shall provide authors with the exclusive right to authorise or prohibit any communication to the
public of their works, by wire or wireless means, including the making available to the public of their works in such
a way that members of the public may access them from a place and at a time individually chosen by them.’
Article 5 of the same directive, entitled ‘Exceptions and limitations’, provides in paragraph 2:
‘Member States may provide for exceptions or limitations to the reproduction right provided for in Article 2 in the
following cases:
in respect of reproductions on paper or any similar medium, effected by the use of any kind of photographic
technique or by some other process having similar effects, with the exception of sheet music, provided that the
rightholders receive fair compensation;
in respect of reproductions on any medium made by a natural person for private use and for ends that are neither
directly nor indirectly commercial, on condition that the rightholders receive fair compensation which takes account
of the application or non-application of technological measures referred to in Article 6 to the work or subject-matter
concerned;
in respect of specific acts of reproduction made by publicly accessible libraries, educational establishments or
museums, or by archives, which are not for direct or indirect economic or commercial advantage;
Article 5(3) of that directive provides:
‘Member States may provide for exceptions or limitations to the rights provided for in Articles 2 and 3 in the
following cases:
…
use by communication or making available, for the purpose of research or private study, to individual members of
the public by dedicated terminals on the premises of establishments referred to in paragraph 2(c) of works and
other subject-matter not subject to purchase or licensing terms which are contained in their collections;
According to Article 5(5) of the same directive:
‘The exceptions and limitations provided for in paragraphs 1, 2, 3 and 4 shall only be applied in certain special
cases which do not conflict with a normal exploitation of the work or other subject-matter and do not unreasonably
prejudice the legitimate interests of the rightholder.’
German law
Paragraph 52b of the German Law on copyright (Urheberrechtsgesetz, ‘UrhG’) of 9 September 1965 (BGBl. I,
p. 1273), in the version applicable at the date of the facts in the main proceedings, is worded as follows:
‘Reproduction of works at electronic reading points in public libraries, museums and archives
So far as there are no contractual provisions to the contrary, it shall be permissible to make published works
available from the holdings of publicly accessible libraries, museums or archives, which neither directly nor
indirectly serve economic or commercial purposes, exclusively on the premises of the relevant establishment at
electronic reading points dedicated to the purpose of research and for private study. The number of copies of a
work made available at electronic reading points shall not, in principle, be higher than the number held by the
establishment. Equitable remuneration shall be paid in consideration of their being made available. The claim may
be asserted only by a collecting society.’
The dispute in the main proceedings and the questions referred for a preliminary ruling
TU Darmstadt operates a regional and academic library in which it installed electronic reading points that allow the
public to consult works contained in the collection of that library.
Since January or February 2009, those works have included the textbook of Schulze W., Einführung in die neuere
Geschichte (‘the textbook at issue’), published by Ulmer, a scientific publishing house established in Stuttgart
(Germany).
TU Darmstadt did not take up Ulmer’s offer of 29 January 2009 of an opportunity to purchase and use the
textbooks it publishes as electronic books (‘e-books’), including the textbook at issue.
curia.europa.eu/juris/document/document.jsf?docid=157511&mode=req&pageIndex=1&dir=&occ=first&part=1&text=&doclang=EN&cid=1044953
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