Directive on Copyright and Related Rights in the Digital Single Market
European Union Β· Regulation Β· European Parliament and Council
Our summary
This directive modernizes copyright protection for the digital environment by introducing mandatory exceptions for text and data mining in research and cultural heritage contexts, establishing rules on cross-border licensing of out-of-commerce works, and creating obligations for online platforms hosting user-generated content. It applies to member states and aims to harmonize copyright law across the EU while balancing the interests of creators, businesses, and users in digital markets.
Written by the Index in our own words. It is not legal advice; the official text is the authority.
Inside this policy
Every section of this policy in order. Our notes summarise each one in plain language and do not quote the official text, which is the authority.
Drafted by the Index An automated summary of the official text, not yet reviewed by a person.Reviewed Checked by a person against the official text.
41 sections
Jump to a chapter
- Title I General provisions
- Title II Measures to adapt exceptions and limitations to the digital and cross-border environment
- Title III Measures to improve licensing practices and ensure wider access to content
- Chapter 1 Out-of-commerce works and other subject matter
- Chapter 4 Works of visual art in the public domain
- Title IV Measures to achieve a well-functioning marketplace for copyright
- Chapter 2 Certain uses of protected content by online services
- Chapter 3 Fair remuneration in exploitation contracts of authors and performers
- Title V Final provisions
Title I General provisions
2 sections
This title sets out the foundational rules on copyright and related rights that the Directive establishes, establishing definitions used throughout the instrument.
Article 1 Subject matter and scope
The Directive harmonizes EU law on copyright and related rights for the internal market, addressing digital and cross-border uses, exceptions, licensing facilitation, and marketplace functioning. Except as specified in Article 24, the Directive does not change existing copyright directives currently in force.
Article 2 Definitions
Research organisations are universities, research institutes or similar entities conducting scientific research on a not-for-profit basis or for a recognized public interest mission, where undertakings exercising decisive influence cannot preferentially benefit from research results. Text and data mining means automated analysis techniques for generating information from text and data, including patterns and correlations. Cultural heritage institutions are publicly accessible libraries, museums, archives, or film and audio heritage institutions.
Title II Measures to adapt exceptions and limitations to the digital and cross-border environment
5 sections
This title establishes exceptions and limitations to copyright and related rights for text and data mining by research and cultural heritage institutions, digital cross-border teaching, and cultural heritage preservation.
Article 3 Text and data mining for the purposes of scientific research
Member States must provide exceptions to reproduction and extraction rights for research organisations and cultural heritage institutions performing text and data mining on lawfully accessible works for scientific research. Copies must be stored securely and may be retained for research and verification purposes. Rightholders may apply security and integrity measures necessary to protect hosting networks and databases.
Article 4 Exception or limitation for text and data mining
Member States must exempt reproductions and extractions of lawfully accessible works for text and data mining purposes from copyright protections. This exemption applies unless rightholders have expressly reserved their rights through suitable technical or explicit means, particularly through computational formats for publicly available online materials.
Article 5 Use of works and other subject matter in digital and cross-border teaching activities
Member States must permit educational establishments to use works digitally for teaching illustration purposes when the use is proportionate to the non-commercial educational goal. Use must occur under institutional responsibility, in secure environments limited to students and staff, and must credit authors where feasible; Member States may exclude specific works like educational textbooks if licensed alternatives are readily available.
Article 6 Preservation of cultural heritage
Member States must allow cultural heritage institutions to reproduce works and other protected materials held in their permanent collections in any format for preservation purposes, to the extent copying is needed for that preservation.
Article 7 Common provisions
Contracts that contradict the exceptions for text and data mining, teaching, and cultural preservation are void and unenforceable. Related procedural rules from previous copyright directives apply to these exceptions.
Title III Measures to improve licensing practices and ensure wider access to content
This title establishes frameworks for improving licensing practices and broadening access to content, covering works no longer commercially distributed and publicly available visual artworks.
Chapter 1 Out-of-commerce works and other subject matter
6 sections
This chapter covers licensing and exceptions for use of out-of-commerce works and related subject matter by cultural heritage institutions, including collective licensing with extended effect, cross-border uses, publicity requirements, stakeholder dialogue, and a negotiation mechanism for audiovisual works on video-on-demand platforms.
Article 8 Use of out-of-commerce works and other subject matter by cultural heritage institutions
Member States must enable sufficiently representative collective management organisations to grant non-exclusive, non-commercial licences to cultural heritage institutions for making available permanently held out-of-commerce works, or must provide an exception allowing such institutions to make out-of-commerce works available on non-commercial websites where no representative organisation exists; all rightholders may opt out at any time. Licences must be sought from a collective management organisation representative in the Member State where the institution is established. The article does not apply to out-of-commerce sets predominantly comprising works first published or broadcast in third countries, or third country cinematographic or audiovisual works, unless the collective management organisation is sufficiently representative of the relevant third country rightholders.
Article 9 Cross-border uses
Licenses granted for out-of-commerce works may permit their use by cultural heritage institutions across the European Union. Such uses are treated as occurring solely in the Member State where the institution is based for jurisdictional purposes.
Article 10 Publicity measures
Member States must ensure that identification details about out-of-commerce works, licensing information, and rightholder options are published continuously and accessibly through a centralized online portal run by the EU Intellectual Property Office, starting at least six months before distribution or public communication of the works. Additional publicity measures must be taken in relevant territories to reach rightholders effectively.
Article 11 Stakeholder dialogue
Member States must consult rightholders, collective management organizations, and cultural heritage institutions within each sector before setting specific licensing requirements, and must foster ongoing dialogue among users, rightholders, and stakeholders to maintain the effectiveness and relevance of licensing frameworks.
Article 12 Collective licensing with an extended effect
Member States may allow collective management organizations to extend licenses to represent unmandate rightholders only for narrow use categories where obtaining individual permissions is impractical, with safeguards requiring the organization's representative status, equal treatment, individual opt-out rights, and advance notice. This mechanism does not affect other extended effect licensing under Union law or mandatory collective management, with Directive 2014/26/EU Article 7 applying, and Member States must notify the Commission which must report by 10 April 2021 on use, impact, effectiveness and potential cross-border application.
Article 13 Negotiation mechanism
Member States must ensure parties seeking to conclude video-on-demand licensing agreements can access an impartial body or mediators to facilitate negotiations and propose solutions. Member States must notify the Commission of the designated body or mediators no later than 7 June 2021.
Chapter 4 Works of visual art in the public domain
1 section
This chapter addresses the legal treatment of visual creations no longer protected by copyright.
Article 14 Works of visual art in the public domain
Once copyright protection for a visual artwork expires, reproductions of it are not subject to copyright unless the reproduction itself is original work by an author. This applies to all Member States.
Title IV Measures to achieve a well-functioning marketplace for copyright
2 sections
This title addresses protections for press publishers, limitations on certain online service uses of protected content, and fair remuneration requirements for authors and performers in licensing arrangements.
Article 15 Protection of press publications concerning online uses
Member States must grant press publishers the reproduction and communication rights under existing directives for online use of their publications by information society service providers, with a two-year term from publication. Exceptions exist for private uses, hyperlinking, individual words or very short extracts, non-exclusive licenses, and expired protections. Authors and performers retain independent exploitation rights and fair compensation when their works are included in publications.
Article 16 Claims to fair compensation
Member States may allow publishers who have received transferred or licensed rights from authors to receive a share of compensation earned under exceptions or limitations to copyright, without affecting existing public lending right arrangements.
Chapter 2 Certain uses of protected content by online services
1 section
This chapter addresses how online content-sharing services may use copyright-protected works and subject matter uploaded by users, with detailed conditions in Article 17.
Article 17 Use of protected content by online content-sharing service providers
Online content-sharing services must obtain authorization from rightholders for communication to the public of copyright-protected works unless they demonstrate best efforts to obtain authorization, use professional diligence to prevent availability of notified works when rightholders provide information, and act expeditiously to disable content upon notice; new services operating less than three years with annual turnover below 10 million euros need only make best efforts and act expeditiously, or also prevent future uploads if monthly visitors exceed 5 million. Services must not prevent availability of non-infringing content or works covered by exceptions for quotation, criticism, review, caricature, parody or pastiche; must establish effective complaint mechanisms with human review and out-of-court redress; must inform users of copyright exceptions; and cannot identify users or process personal data except under data protection directives. Services have no general monitoring obligations, rightholders must justify removal requests, and the Commission shall issue guidance on balancing fundamental rights with copyright protection.
Chapter 3 Fair remuneration in exploitation contracts of authors and performers
6 sections
This chapter establishes principles requiring appropriate and proportionate remuneration for authors and performers, transparency obligations, contract adjustment mechanisms, alternative dispute resolution, and revocation rights when they license or transfer exploitation rights.
Article 18 Principle of appropriate and proportionate remuneration
Authors and performers must receive appropriate and proportionate remuneration when licensing or transferring exclusive exploitation rights. Member States may implement this principle through various mechanisms while respecting contractual freedom and balancing the rights and interests of all parties.
Article 19 Transparency obligation
Member States must ensure authors and performers receive annual detailed information on their works and performances, including exploitation modes and revenues. Where rights are further licensed, authors and performers may request information on sub-licensees from their direct contractual counterpart. Member States may limit this requirement where disproportionate to revenues or where the author or performer's contribution is not significant, unless they claim it is necessary for exercising their contract adjustment rights.
Article 20 Contract adjustment mechanism
Authors and performers, or their representatives, have the right to claim additional fair remuneration from their original contractual counterpart when the initially agreed remuneration becomes disproportionately low compared to subsequent revenues, unless a collective bargaining agreement provides a comparable mechanism. This does not apply to collective management entities covered by Directive 2014/26/EU.
Article 21 Alternative dispute resolution procedure
Article 22 Right of revocation
Authors and performers who exclusively licensed or transferred their rights may revoke the license or transfer if the work is not exploited, provided proper notice is given and a reasonable time has passed. Member States may set conditions, time limits, and exceptions based on sector specificities and may allow authors and performers to terminate exclusivity instead of revoking rights. Member States may prohibit contractual waivers of revocation unless based on collective bargaining.
Article 23 Common provisions
Contractual clauses preventing compliance with transparency, contract adjustment, and dispute resolution obligations are unenforceable against authors and performers. These protections do not apply to computer program authors under Directive 2009/24/EC.
Title V Final provisions
9 sections
This title contains articles on amendments to earlier directives, relationship with other exceptions, timing of application, transposition deadlines, personal data protection, review procedures, entry into force, and the directive's addressees.
Article 24 Amendments to Directives 96/9/EC and 2001/29/EC
Article 6(2)(b) of Directive 96/9/EC is amended to clarify that illustration for teaching or scientific research is permitted if the source is indicated, and Article 9(b) is amended similarly for extraction. Directive 2001/29/EC Articles 5(2)(c) and 5(3)(a) are amended to allow certain library, museum and educational copying and teaching illustration uses subject to source indication and non-commercial purposes. Article 12(4) of Directive 2001/29/EC gains three new review and information-sharing points concerning this Directive's transposition.
Article 25 Relationship with exceptions and limitations provided for in other directives
Article 26 Application in time
The Directive applies to works and other protected subject matter protected under national copyright law on or after 7 June 2021, without affecting acts concluded or rights acquired before that date.
Article 27 Transitional provision
The transparency obligation for agreements licensing or transferring authors' and performers' rights takes effect from 7 June 2022, one year after the Directive's general application date.
Article 28 Protection of personal data
Any handling of personal information conducted under this Directive must comply with the electronic privacy Directive 2002/58/EC and the General Data Protection Regulation (EU) 2016/679.
Article 29 Transposition
Member States must enact the necessary laws, regulations and administrative measures to implement this Directive and notify the Commission by 7 June 2021, with those provisions including or accompanied by a reference to this Directive as determined by each Member State. Member States must also transmit to the Commission the text of primary national law they enact relating to the matters covered in this Directive.
Article 30 Review
The Commission must evaluate this Directive from 7 June 2026 and report findings to the Parliament, Council and Economic and Social Committee. By 7 June 2024, the Commission must assess whether the liability rules for online content-sharing platforms with turnover below EUR 10 million and less than three years in the EU market require adjustment.
Article 31 Entry into force
This Directive takes effect on the twentieth day after its publication in the Official Journal.
Article 32 Addressees
Controls
What this policy requires, forbids, grants or penalises, one control at a time and in our own words. Each control links to the official text, which is the authority. This is not legal advice.
Drafted by the Index Drafted automatically from the official text, not yet reviewed by a person.Reviewed Checked by a person against the official text.
Themes covered 0 of 35
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Risk and scope 0 of 4
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Data and privacy 0 of 4
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Transparency and records 0 of 4
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Technical safeguards 0 of 4
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Change history
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