What you should know about quoting
So you've understood the basics of copyright in your own work: see What you should know about copyright. Now you want to know when it's OK to use other people's work.
Maybe you've just been commissioned for a rush "cuttings job" biography. Of course we couldn't possibly recommend anything other than thorough original research and talking to sources directly... but these things happen. And the rules setting out what you can and cannot do are surrounded by enough urban legends to build an edifice of ghost law.
We have highlighted some of the terms you may come across in discussion: see the link at the foot of the page for a glossary.
0Copyright exists in words and pictures and sounds - not in facts or ideas, but in their expression. So it is in general OK to read a source document, understand it, and write what it says but in entirely different words.
1There are no "magic numbers". There is no rule about quoting 23 words for journalism, or any specific amount.
All this briefing has to say about "quoting" pictures is: always get a licence. The law changed on 1 October 2014, but no-one knows what this change means yet.
2Copyright in interviews likely belongs to the person who spoke. But if you point a microphone at someone and they answer your questions without demur, they give you a licence to use their words. Before you use direct quotes from an interview someone else did, you need their permission and you need to know that the interviewee did not prohibit the use you plan (so they didn't say "no way is this going in the Stun!").
3Don't be bullied. Spin doctors and PRs for music and film stars may sometimes make threatening noises about something being absolutely protected by copyright when they're desperate to suppress it. UK law is clear that if what their client/puppet said is a matter of genuine public concern, it can and should be quoted.
4Attributing quotes - saying who and where you got them from - is a good idea, and courteous. You'd want other journalists to do it when they lift your quotes. The law encourages attribution, and requires it when, for example, you quote a book in a review. Doing so may make people less likely to think "lawyer!" But doing so does not, by itself, stop the use you make of the material being a breach of copyright.
5The main legal test in the UK is whether the amount you quote diminishes the market value of the original. After all, that's what's going to impel someone to sue. So, like everything else in the US/UK "common law" system, an awful lot about the decision on the amount of damage depends on what the judge had for breakfast, if it goes to court.
And we don't know what any part of an Act of Parliament means until it's been through the courts, at least to Appeal level.
In UK law, exceptions to the copyright in the material you quote are quite clearly defined. They explicitly allow you to use quotes for the purposes of reporting news and current affairs; or of criticism and review; or, since 1 October 2014, for "quotation" in general and for "parody". The news exception does not allow you to use photographs. You must give "sufficient acknowledgement" - unless this would be "impossible for reasons of practicality or otherwise". What that "impossible" means is unknown - and it may never be known if no-one can afford a trial.
If challenged, you have to show that your quotation was "fair dealing" - in essence that you didn't rip off the author. The US concept of "fair use" does not apply anywhere outside the US. (It is loosely defined: everything depends on the judge, if it goes to court.)
6There may be no copyright in facts, but in the UK there most certainly is in collections of facts, particularly trainspottery collections of facts like bands' gig lists and, er, locomotive numbers. Mentioning that locomotive D666 was scrapped on Friday 13 August 1982, or that the Dead Goths played Dunstable on that dread day, is OK. Reproduce a significant chunk of the list, and you're in trouble. Reproduce it complete with mistakes, and you have no defence worth speaking of.
7You're on much rockier ground with unpublished material than with, say, borrowing small quotes from published interviews. The law on confidentiality may be more relevant than copyright.
If you're quoting from correspondence that fell into your hands, for example, you need to ask whether a court would find that what you do is in the public interest - and not just interesting to the public.
8Be particularly careful with material created by people outside the UK. French and German authors, for example, have an absolute right to be credited and could in theory drag you over to French or German courts for forgetting to identify them.
9It is a very, very bad idea indeed to sign a contract indemnifying a publisher or broadcaster against legal fall-out from your work. That means that if you foul up - or, in some contracts, even if they foul up in the editing process - you pay. Bye-bye house! It is anyway a good idea to look into getting the professional indemnity insurance that the NUJ offers for members.
What if this doesn't answer your question? Probably, then, your question was "and what is the magic rule?" And, once more, the answer is: there isn't one. There isn't even much legal precedent in the UK. It's a judgement call.
Had your idea ripped off?
So you're annoyed that your story has been written up by other papers? Once more, with feeling: there is no copyright in the story itself - it's all facts (and ideas). If they have ripped off a substantial part of your actual words, NUJ members should contact the union for advice. Anyone who re-interviews your sources can use the new interviews.
And if a publisher or broadcaster has ripped off your programme format proposal, that's a matter of confidentiality, not copyright. See the Code of Practice for Submission of Programme Proposals agreed between the NUJ, our sister union BECTU, other creators' groups and programme producers.