Towards a European Research Freedom Act: A Reform Agenda for Research Exceptions in the EU Copyright Acquis

Abstract

This article explores the impact of EU copyright law on the use of protected knowledge resources in scientific research contexts. Surveying the current copyright/research interface, it becomes apparent that the existing legal framework fails to offer adequate balancing tools for the reconciliation of divergent interests of copyright holders and researchers. The analysis identifies structural deficiencies, such as fragmented and overly restrictive research exceptions, opaque lawful access provisions, outdated non-commercial use requirements, legal uncertainty arising from the three-step test in the EU copyright acquis, obstacles posed by the protection of paywalls and other technological measures, and exposure to contracts that override statutory research freedoms. Empirical data confirm that access barriers, use restrictions and the absence of harmonised rules for transnational research collaborations impede the work of researchers. Against this background, we advance proposals for legislative reform, in particular the introduction of a mandatory, open-ended research exemption that offers reliable breathing space for scientific research across EU Member States, the clarification of lawful access criteria, a more flexible approach to public-private partnerships, and additional rules that support modern research methods, such as text and data mining.

Keywords: copyright, right to research, lawful access, three-step test, technological protection measures, open science, text and data mining, European Research Area, academic publishing, open access, fair use