Bikram's Yoga College of India, L.P. v. Evolation Yoga, LLC
U.S. Court of Appeals10/8/2015
AI Case Brief
Generate an AI-powered case brief with:
đKey Facts
âď¸Legal Issues
đCourt Holding
đĄReasoning
đŻSignificance
Estimated cost: $0.001 - $0.003 per brief
Full Opinion
FOR PUBLICATION
UNITED STATES COURT OF APPEALS
FOR THE NINTH CIRCUIT
BIKRAMâS YOGA COLLEGE OF INDIA, No. 13-55763
L.P., a California limited
partnership; BIKRAM CHOUDHURY, D.C. No.
an Individual, 2:11-cv-05506-
Plaintiffs-Appellants, ODW-SS
v.
OPINION
EVOLATION YOGA, LLC, a New
York limited liability company;
MARK DROST, an Individual; ZEFEA
SAMSON, an Individual,
Defendants-Appellees.
Appeal from the United States District Court
for the Central District of California
Otis D. Wright II, District Judge, Presiding
Argued and Submitted
May 8, 2015âPasadena, California
Filed October 8, 2015
Before: John T. Noonan, Kim McLane Wardlaw,
and Mary H. Murguia, Circuit Judges.
Opinion by Judge Wardlaw
2 BIKRAMâS YOGA COLLEGE V. EVOLATION YOGA
SUMMARY*
Copyright
Affirming the district courtâs grant of partial summary
judgment, the panel held that a sequence of yoga poses and
breathing exercises was not entitled to copyright protection.
The panel held that under 17 U.S.C. § 102(b), the
âSequence,â developed by Bikram Choudhury and described
in his 1979 book, Bikramâs Beginning Yoga Class, was not a
proper subject of copyright protection because it was an idea,
process, or system designed to improve health, rather than an
expression of an idea. Because the Sequence was an
unprotectible idea, it was also ineligible for copyright
protection as a compilation or choreographic work.
COUNSEL
Ivana Cingel (argued), Carla Christofferson and Daniel
Petrocelli, OâMelveny & Myers LLP, Los Angeles,
California, for Defendants-Appellants.
Eric R. Maier (argued) and Louis Shoch, Maier Shoch LLP,
Hermosa Beach, California, for Plaintiffs-Appellees.
Kevin M. Fong and Cydney A. Tune, Pillsbury Winthrop
Shaw Pittman LLP, San Francisco, California, for Amicus
Curiae Yoga Alliance.
*
This summary constitutes no part of the opinion of the court. It has
been prepared by court staff for the convenience of the reader.
BIKRAMâS YOGA COLLEGE V. EVOLATION YOGA 3
OPINION
WARDLAW, Circuit Judge:
We must decide whether a sequence of twenty-six yoga
poses and two breathing exercises developed by Bikram
Choudhury and described in his 1979 book, Bikramâs
Beginning Yoga Class, is entitled to copyright protection.
This question implicates a fundamental principle underlying
constitutional and statutory copyright protectionâthe
idea/expression dichotomy. Because copyright protection is
limited to the expression of ideas, and does not extend to the
ideas themselves, the Bikram Yoga Sequence is not a proper
subject of copyright protection.
I. Factual and Procedural History
The Indian practice and philosophy of yoga date back
thousands of years. See Linda Sparrowe, Yoga 9 (2002).
Derived from ancient Hindu scriptures, including the
Bhagavad Gita, the practice of yoga teaches students to attain
spiritual fulfillment through control of the mind and body.
See Stefanie Syman, The Subtle Body: The Story of Yoga in
America 4 (2010). Yoga has evolved into a diverse set of
spiritual, philosophical, and physical disciplines. Some
students practice yoga to transcend the physical body and
unite with divine powers; others focus on improving strength,
flexibility, and overall physical fitness.
The history of yoga in the United States reflects its wide-
ranging appeal. Some of yogaâs first American adherents
included nineteenth-century transcendentalists, such as Henry
David Thoreau and Ralph Waldo Emerson, who were
fascinated by yogaâs approach to achieving enlightenment.
4 BIKRAMâS YOGA COLLEGE V. EVOLATION YOGA
In the early twentieth century, yoga grew more popular as
scientists and physicians began to study the physical benefits
of the practice. These physical benefits caught the attention
of Hollywood celebrities, including Gloria Swanson, Greta
Garbo, and Marilyn Monroe, who embraced yoga as a tool to
fight illness and aging. See Pankaj Mishra, Posing as Fitness,
N.Y. Times, July 23, 2010.1 By the 1960s, Americans
increasingly turned to yoga as a ânon-religious, decidedly
unspiritualâ form of physical exercise. Sparrowe, supra, at
50.
In 1971, Bikram Choudhury, the âself-proclaimed âYogi
to the stars,ââ id. at 56, arrived in Beverly Hills, California.
He soon became a central figure in the growing popularity of
yoga in the United States. Born and raised in Calcutta, India,
Choudhury began studying yoga at age four and learned
hundreds of traditional Hatha yoga âasanas,â or individual
poses. Hatha yoga places particular emphasis on the physical
components of yoga. Choudhury developed a sequence of
twenty-six asanas and two breathing exercises, arranged in a
particular order, which he calls the âSequence.â See Bikram
Choudhury, Bikramâs Beginning Yoga Class (1979).
Choudhury opened his own studio, where he began offering
âBikram Yogaâ classes. In a Bikram Yoga class, the
Sequence is practiced over the course of ninety minutes, to a
series of instructions (the âDialogueâ), in a room heated to
105 degrees Fahrenheit to simulate Choudhuryâs native
Indian climate.
Choudhury popularized the Sequence by marketing the
many health and fitness benefits it provides. Choudhury
1
This article may be found at http://www.nytimes.com/2010/07/25/
books/review/Mishra-t.html.
BIKRAMâS YOGA COLLEGE V. EVOLATION YOGA 5
informs prospective students that his âsystem of Hatha Yoga
is capable of helping you avoid, correct, cure, heal, or at least
alleviate the symptoms of almost any illness or injury.â He
claims that he developed the Sequence after âmany of years
of research and verification . . . using modern medical
measurement techniques.â He tells reporters that he extended
the careers of professional athletes, including Kareem Abdul-
Jabbar and John McEnroe. This message has resonated with
an American audience: as the complaint in this action
explains, â[p]ublic demand for Bikram Yoga classes grew
steadily once Bikram Yoga participants realized that
Bikramâs unique yoga style and method offered them
tremendous physical, mental and other benefits.â
In 1979, Choudhury published the book Bikramâs
Beginning Yoga Class, which includes descriptions,
photographs, and drawings of the Sequenceâs twenty-six
poses and two breathing exercises. Choudhury registered the
book with the U.S. Copyright Office in 1979. In 2002, he
also registered the âcompilation of exercisesâ contained in the
book, using a supplementary registration form that referenced
back to the 1979 book.2
In 1994, Choudhury introduced the âBikram Yoga
Teacher Training Course.â In 2002 and 2005, respectively,
Mark Drost and Zefea Samson enrolled in and successfully
completed the three-month Bikram Yoga Teacher Training
2
Choudhury has registered several other works with the Copyright
Office, including Bikramâs Beginning Yoga Class (2d ed.) (2000),
Bikramâs Beginning Yoga Class (sound cassette) (2002), Bikramâs Yoga
College of India Beginning Yoga Dialogue (2002), Bikramâs Yoga
College of India: Yoga Teacher Training Course: Curriculum Outline
(2002), Yoga for Pregnancy (2002), Bikramâs Advanced Yoga Class
(2006), and Bikramâs Yoga (2007).
6 BIKRAMâS YOGA COLLEGE V. EVOLATION YOGA
course. In 2009, Drost and Samson founded Evolation Yoga,
LLC. Evolation Yoga offers several types and styles of yoga,
including âhot yoga,â which is similar to âBikramâs Basic
Yoga System.â Evolation acknowledges that hot yoga
âincludes 26 postures and two breathing exercises and is done
for 90 minutes, accompanied by a series of oral instructions,
in a room heated to approximately 105 degrees Fahrenheit.â
On July 1, 2011, Choudhury and Bikramâs Yoga College
of India, L.P. (âChoudhuryâ)3 filed a complaint in the Central
District of California alleging, inter alia, that defendants
Evolation Yoga, LLC, Mark Drost, and Zefea Samson
(âEvolationâ) infringed âBikramâs Copyrighted Works
through substantial use of Bikramâs Copyrighted Works in
and as part of Defendantsâ offering of yoga classes.â On
November 12, 2012, Evolation moved for partial summary
judgment as to Choudhuryâs claim of copyright infringement
of the âSequence.â The district court granted Evolationâs
motion, ruling that the âSequence is a collection of facts and
ideasâ that is not entitled to copyright protection. The parties
settled all remaining claims against each other, and
Choudhury timely appealed as to the âSequence.â
II. Standard of Review
âWe review de novo a district courtâs grant of partial
summary judgment, and may affirm on any ground supported
by the record.â White v. City of Sparks, 500 F.3d 953, 955
(9th Cir. 2007) (citation omitted). âAfter âviewing the
3
For the purposes of this appeal, it is not necessary to distinguish
between Bikram Choudhury, the individual, and Bikramâs Yoga College
of India, LP. Accordingly, we refer to all Plaintiffs-Appellants as
Choudhury.
BIKRAMâS YOGA COLLEGE V. EVOLATION YOGA 7
evidence in the light most favorable to the nonmoving party,â
we determine âwhether there are any genuine issues of
material fact and whether the district court correctly applied
the relevant substantive law.ââ Id. (quoting Am. Civil
Liberties Union of Nev. v. City of Las Vegas, 333 F.3d 1092,
1097 (9th Cir. 2003)).
III. Discussion
Though Choudhury emphasizes the aesthetic attributes of
the Sequenceâs âgraceful flow,â at bottom, the Sequence is an
idea, process, or system designed to improve health.
Copyright protects only the expression of this ideaâthe
words and pictures used to describe the Sequenceâand not
the idea of the Sequence itself. Because the Sequence is an
unprotectible idea, it is also ineligible for copyright protection
as a âcompilationâ or âchoreographic work.â The district
court properly granted partial summary judgment in favor of
Evolation because the Sequence is not a proper subject of
copyright.
A. The Sequence Is an Unprotectible Idea.
Section 102(a) of the Copyright Act of 1976 sets forth the
proper subjects of copyright protection. 17 U.S.C. § 102(a).
Section 102(b) expressly excludes protection for âany idea,
procedure, process, system, method of operation, concept,
principle, or discovery, regardless of the form in which it is
described, explained, illustrated, or embodied in such work.â
Id. § 102(b). Section 102(b) codifies the âidea/expression
dichotomy,â under which âevery idea, theory, and fact in a
copyrighted work becomes instantly available for public
exploitation at the moment of publication.â Golan v. Holder,
132 S. Ct. 873, 890 (2012) (quoting Eldred v. Ashcroft,
8 BIKRAMâS YOGA COLLEGE V. EVOLATION YOGA
537 U.S. 186, 219 (2003)); see also Frybarger v. Intâl Bus.
Machs. Corp., 812 F.2d 525, 529 (9th Cir. 1987) (explaining
that Section 102(b) âexpressly codifiedâ this principle); H.R.
Rep. No. 94â1476, at 57 (1976) (explaining that the âpurpose
[of Section 102(b)] is to restate . . . that the basic dichotomy
between expression and idea remains unchangedâ).
The idea/expression dichotomy has two constitutional
foundations: the Copyright Clause and the First Amendment.
Under the Copyright Clause, â[t]he primary objective of
copyright is not to reward the labor of authors, but â[t]o
promote the Progress of Science and useful Arts.ââ Feist
Publâns, Inc. v. Rural Tel. Serv. Co., 499 U.S. 340, 349
(1991) (quoting U.S. Const. art. I, § 8, cl. 8). Thus, â[t]he
âconstitutional commandâ . . . is that Congress, to the extent
it enacts copyright laws at all, create a âsystemâ that
âpromote[s] the Progress of Science.ââ Eldred, 537 U.S. at
212 (quoting Graham v. John Deere Co. of Kansas City,
383 U.S. 1, 6 (1966)). âTo this end, copyright assures authors
the right to their original expression, but encourages others to
build freely upon the ideas and information conveyed by a
work.â Feist, 499 U.S. at 349â50. At the same time, the
idea/expression dichotomy âstrike[s] a definitional balance
between the First Amendment and the Copyright Act by
permitting free communication of facts while still protecting
an authorâs expression.â Harper & Row Publishers v. Nation
Enters., 471 U.S. 539, 556 (1985); see also Eldred, 537 U.S.
at 219 (describing the idea/expression dichotomy as a âbuilt-
in First Amendment accommodation[]â); L.A. News Serv. v.
Tullo, 973 F.2d 791, 795 (9th Cir. 1992) (âCopyright law
incorporates First Amendment goals by ensuring that
copyright protection extends only to the forms in which ideas
and information are expressed and not to the ideas and
information themselves.â); 5 Melville B. Nimmer & David
BIKRAMâS YOGA COLLEGE V. EVOLATION YOGA 9
Nimmer, Nimmer on Copyright § 19E.04[B] (2015) (â[F]ree
access to ideas is vital not only for copyright law but also for
the maintenance of the democratic dialogue . . . .â).
In Baker v. Selden, 101 U.S. 99 (1879), the Supreme
Court addressed the protection copyright law provided to a
book, a classic subject of copyright protection, explaining a
system of book-keeping. Id. at 99â100. The Court held that
the bookâs expression of the book-keeping system was
protected, but the system of book-keeping itself was not
entitled to copyright protection. Id. at 102. The Court
explained:
The description of the art in a book, though
entitled to the benefit of copyright, lays no
foundation for an exclusive claim to the art
itself. The object of the one is explanation;
the object of the other is use. The former may
be secured by copyright. The latter can only
be secured, if it can be secured at all, by
letters-patent.
Id. at 105.
Following Baker, and recognizing this vital distinction
between ideas and expression, courts have routinely held that
the copyright for a work describing how to perform a process
does not extend to the process itself. In Palmer v. Braun,
287 F.3d 1325 (11th Cir. 2002), for example, the Eleventh
Circuit held that meditation exercises described in a
copyrighted manual on exploring the consciousness were âa
processâ unentitled to copyright protection. Id. at 1334. The
court explained that the âexercises, while undoubtedly the
product of much time and effort, are, at bottom, simply a
10 BIKRAMâS YOGA COLLEGE V. EVOLATION YOGA
process for achieving increased consciousness. Such
processes, even if original, cannot be protected by
copyright.â4 Id. Similarly, in Publications International, Ltd.
v. Meredith Corp., 88 F.3d 473 (7th Cir. 1996), the Seventh
Circuit held that recipes contained in a copyrighted cookbook
are not entitled to copyright protection, for they merely
âdescribe a procedure by which the reader may produce many
dishes,â and âthere can be no monopoly in the copyright
sense in the ideas for producing certain foodstuffs.â Id. at
481. Finally, in Seltzer v. Sunbrock, 22 F. Supp. 621 (S.D.
Cal. 1938), which predates the Copyright Act of 1976 but
applies Baker, the court held that the copyright in a manual
describing how to organize roller-skating races does not
extend to the rules for the races themselves. Id. at 630. The
court explained, â[w]hat [the author] really composed was a
description of a system for conducting races on roller skates.
A system, as such, can never be copyrighted. If it finds any
protection, it must come from the patent laws.â Id. (citing
Baker, 101 U.S. 99).
Here, we must similarly determine not the validity of a
copyright but rather its scope.5 Does Choudhuryâs copyright
4
Cf. Arica Institute, Inc. v. Palmer, 970 F.2d 1067, 1075 (2d Cir. 1992)
(holding that the owner of copyrights in training materials describing
ancient Sufi methods to âbetter understand oneself and oneâs interactions
with othersâ was judicially estopped from claiming copyright protection
for the program techniques, in light of representations in commercial
publications that the techniques were âbased upon . . . proven scientific
knowledgeâ and âprovable in the laboratory and clinicallyâ).
5
As noted above, Choudhury obtained a copyright for a âcompilation of
exercisesâ through his 2002 supplementary registration to Bikramâs
Beginning Yoga Class, which was first published in 1979. Choudhury
claims that the 2002 supplementary registration relates back to the 1979
registration. In Choudhuryâs view, the supplementary registration thus
BIKRAMâS YOGA COLLEGE V. EVOLATION YOGA 11
protection for his 1979 book extend to the Sequence itself?
Under the fundamental tenets of copyright law and consistent
with the precedents discussed above, the answer is no.
As Choudhury describes it, the Sequence is a âsystemâ or
a âmethodâ designed to âsystematically work every part of
the body, to give all internal organs, all the veins, all the
ligaments, and all the muscles everything they need to
maintain optimum health and maximum function.â In
Bikramâs Beginning Yoga Class, Choudhury explains that he
âarrived at the sequence of posturesâ after â[researching] the
diseases and the postures and after many years of research
and verification . . . using modern medical measurement
techniques.â The book tells readers that âBikramâs
twenty-six exercises systematically move fresh, oxygenated
blood to one hundred percent of your body, to each organ and
fiber, restoring all systems to healthy working order, just as
Nature intended. â Bonnie Jones Reynolds, Introduction to
Bikramâs Beginning Yoga Class, at xi (1979). This text
promises readers that Choudhuryâs âsystem of Hatha Yoga is
capable of helping you avoid, correct, cure, heal, or at least
alleviate the symptoms of almost any illness or injury.â
Also illuminating is Choudhuryâs spoken Dialogue, which
accompanies the Sequence. Before the Sequenceâs first
breathing exercise, for example, the instructor tells students,
â[The exercise] is good for the lungs and respiratory system.
issued within five years of first publication and therefore serves as âprima
facie evidence of the validity of the copyright.â 17 U.S.C. § 410(c). Here,
however, we need not decide whether Choudhuryâs supplementary
registration is prima facie evidence of the validity of the copyright, for
even if it were, the undisputed facts are sufficient to overcome any
presumption of validity.
12 BIKRAMâS YOGA COLLEGE V. EVOLATION YOGA
This exercise expands your lungs to their maximum
expansion capacity. And it improves the elasticity of your
lungs.â Before the twelfth pose, the instructor explains:
Every exercise in the world you do, you burn
energy/calories like driving a car burns gas.
The tank is empty, you need to fill it up again.
Hatha Yoga class is a gas station, it is the only
place in the world where you gain energy
instead of burning energy. Asana is the only
natural physical activity in the world because
it is scientific [and] with the help of science,
we can explain nature.
An essential element of this âsystemâ is the order in
which the yoga poses and breathing exercises are arranged.
Bikramâs Beginning Yoga Class instructs readers, âDo the
poses in the strict order given in this book. Nothing about
Bikramâs Beginning Yoga Class is haphazard. It is designed
to scientifically warm and stretch muscles, ligaments, and
tendons in the order in which they should be stretched.â
Bikramâs Beginning Yoga Class, supra, at xi. For instance,
Choudhury explains, âCamel Pose (Ustrasana) stretches the
abdomen and compresses the spine; so for the next posture,
I chose the Rabbit Pose (Sasangasana), which does the
converse: stretches the back and compresses the abdomen.â6
One Yoga Journal article explains that â[a]ccording to
6
A recent research study published in the Journal of Strength and
Conditioning Research further explains the clinical effects of the
Sequenceâs composition: âThe combination of rapid transition between
postures and environmental heat stress produces a substantial
cardiovascular response and muscle fatigue.â Brian L. Tracy & Cady E.F.
Hart, Bikram Yoga Training and Physical Fitness in Healthy Young
Adults, 27 J. Strength & Conditioning Res. 822, 823 (2013).
BIKRAMâS YOGA COLLEGE V. EVOLATION YOGA 13
Bikram, each posture in his series forms the perfect basis for
the next, warming and stretching the appropriate muscles,
ligaments and tendons.â Loraine Despres, Yogaâs Bad Boy:
Bikram Choudhury, Yoga J., Aug. 28, 2007.7
Choudhury thus attempts to secure copyright protection
for a healing art: a system designed to yield physical benefits
and a sense of well-being. Simply put, this attempt is
precluded by copyrightâs idea/expression dichotomy, codified
by Section 102(b). As the Supreme Court explained in Baker,
âCertain mixtures are found to be of great value in the healing
art. If the discoverer writes and publishes a book on the
subject (as regular physicians generally do), he gains no
exclusive right to the manufacture and sale of the medicine;
he gives that to the public.â 101 U.S. at 102â03. Thus, for
example, the copyright for a book describing how to perform
a complicated surgery does not give the holder the exclusive
right to perform the surgery. Like the series of movements a
surgeon makes, the Sequence is, as Choudhury tells readers,
a method designed to âcure, heal, or at least alleviateâ
physical injuries and illness. Monopoly protection for such
a method âcan only be secured, if it can be secured at all, by
letters-patent.â Id. at 105; see also Sega Enters. Ltd. v.
Accolade, Inc., 977 F.2d 1510, 1526 (9th Cir. 1992), as
amended (Jan. 6, 1993) (âIn order to enjoy a lawful monopoly
over the idea or functional principle underlying a work, the
creator of the work must satisfy the more stringent standards
imposed by the patent laws.â). In light of Baker and its
progeny, Choudhuryâs healing methodology is not eligible for
protection by copyright. Indeed, if it is entitled to protection
7
This article may be located at http://www.yogajournal.com/
article/lifestyle/yoga-s-bad-boy-bikram-choudhury/.
14 BIKRAMâS YOGA COLLEGE V. EVOLATION YOGA
at all, that protection is more properly sought through the
patent process.8
That the Sequence may produce spiritual and
psychological benefits makes it no less an idea, system, or
process and no more amenable to copyright protection.
Choudhuryâs personal declaration explains that the Sequence
offers âspiritual benefitsâ to his students and âlead[s] to a
general sense of peace and well-being that is undoubtedly of
benefit to all of us.â Like the meditation exercises designed
to achieve greater consciousness in Braun, 287 F.3d at 1334,
the Sequence sets forth a method to attain identifiable, if
spiritual and psychological, results: a âsense of well-beingâ
and âboundless energy.â Bikramâs Beginning Yoga Class,
supra, at xi.9 As such, it falls within the Copyright Actâs
definition of an idea, process, or system excluded from
copyright protection. See 17 U.S.C. § 102(b).
Choudhury contends that the Sequenceâs arrangement of
postures is âparticularly beautiful and graceful.â But beauty
is not a basis for copyright protection. The performance of
many ideas, systems, or processes may be beautiful: a
surgeonâs intricate movements, a book-keeperâs careful
notations, or a bakerâs kneading might each possess a certain
grace for at least some viewers. Indeed, from Vermeerâs
8
We do not opine on whether the Sequence is, in fact, patentable.
9
Choudhuryâs website features research, including a report presented at
the Anxiety and Depression Association of America Conference, which
concludes that Bikram Yoga may reduce stress, anxiety, and depression
among women at risk for mental health problems. See Fran Lowry, Hot
Yoga Cools Anxiety, Relieves Depression, Medscape (Apr. 13, 2015),
reproduced at Research, Bikram Yoga, http://www.bikramyoga.com/
BikramYoga/Research.php (last visited Sept. 16, 2015).
BIKRAMâS YOGA COLLEGE V. EVOLATION YOGA 15
milkmaid to Lewis Hineâs power house mechanic, the
individual engrossed in a process has long attracted artistic
attention. But the beauty of the process does not permit one
who describes it to gain, through copyright, the monopolistic
power to exclude all others from practicing it. This is true
even where, as here, the process was conceived with at least
some aesthetic considerations in mind. Just as some steps in
a recipe may reflect no more than the authorâs belief that a
particular ingredient is beautiful or that a particular cooking
technique is impressive to watch and empowering to practice,
some elements in Choudhuryâs Sequence may reflect his
aesthetic preferences. Yet just like the recipe, the Sequence
remains unprotectible as a process the design of which
primarily reflects function, not expression.
In drawing the âdifficultâ line between idea and
expression in this case, we are mindful of the âguiding
considerationâ of the idea/expression dichotomy: âthe
preservation of the balance between competition and
protection reflected in the patent and copyright laws.â CDN
Inc. v. Kapes, 197 F.3d 1256, 1262 (9th Cir. 1999) (quoting
Herbert Rosenthal Jewelry Corp. v. Kalpakian, 446 F.2d 738,
742 (9th Cir. 1971)). As in Baker, the âobjectâ of the book
Bikramâs Beginning Yoga Class is âexplanationâ: it tells
readers how to perform the Sequence and encourages them to
try it. Baker, 101 U.S. at 105. The introduction to Bikramâs
Beginning Yoga Class, for example, urges the audience to:
(i) âturn to the Contents page,â (ii) âread through the book,â
(iii) âbuild gradually,â and (iv) âdo the poses in the strict
order given in this book.â Bikramâs Beginning Yoga Class,
supra, at ixâxi. Like a book explaining âBook-keeping
Simplified,â 101 U.S. at 100, Bikramâs Beginning Yoga Class
sets out to âcommunicate to the world the useful knowledge
which it contains.â Id. at 103. It invites readers to practice
16 BIKRAMâS YOGA COLLEGE V. EVOLATION YOGA
the method it describes. âBut this object would be frustrated
if the knowledge could not be used without incurring the guilt
of piracy of the book.â Id. Consumers would have little
reason to buy Choudhuryâs book if Choudhury held a
monopoly on the practice of the very activity he sought to
popularize. Rather than âstimulat[ing] artistic creativity for
the general public good,â copyright protection for the
Sequence would prevent the public from engaging with
Choudhuryâs idea and building upon it. Mattel, Inc. v. MGA
Entmât, Inc., 705 F.3d 1108, 1111 (9th Cir. 2013) (quoting
Twentieth Century Music Corp. v. Aiken, 422 U.S. 151, 156
(1975)).
B. The Sequence Is Not a Copyrightable Compilation.
Choudhury contends that the Sequence is entitled to
copyright protection as a âcompilation.â Specifically,
Choudhury claims that the Sequence qualifies for copyright
protection because his âselection, coordination, and
arrangementâ of twenty-six poses and two breathing exercises
create a coherent and expressive composition. The district
court correctly rejected this argument.
The Copyright Act identifies compilations as a proper
subject of copyright. Section 103 of the Copyright Act
provides that â[t]he subject matter of copyright as specified
in section 102 includes compilations.â 17 U.S.C. § 103(a).
A âcompilationâ is âa work formed by the collection and
assembling of preexisting materials or of data that are
selected, coordinated, or arranged in such a way that the
resulting work as a whole constitutes an original work of
authorship.â Id. § 101. It essential to recognize, however,
that Section 103 complements Section 102. Thus, while a
compilation may be eligible for copyright protection, it must
BIKRAMâS YOGA COLLEGE V. EVOLATION YOGA 17
nevertheless satisfy the requirements of Section 102. A
compilation must, in other words, represent an âoriginal
work[] of authorship,â and â[i]n no caseâ may copyright
protection âextend to any idea, procedure, process, [or]
system.â Id. § 102. The availability of copyright protection
for compilations, therefore, does not eliminate Section 102âs
categorical bar on copyright protection for ideas.
The Supreme Court addressed the relationship between
these âtwo well-established propositionsâÂŻthat compilations
are eligible for copyright but facts and ideas are notÂŻin
Feist, 499 U.S. 340. In Feist, the Court considered whether
the collection of names, towns, and telephone numbers in a
telephone directory is eligible for copyright protection as a
compilation. The Court held that â[a] factual compilation is
eligible for copyright if it features an original selection or
arrangement of facts, but the copyright is limited to the
particular selection or arrangement. In no event may
copyright extend to the facts themselves.â Id. at 350â51.
By claiming copyright protection for the Sequence as a
compilation, Choudhury misconstrues the scope of copyright
protection for compilations. As we have explained, the
Sequence is an idea, process, or system; therefore, it is not
eligible for copyright protection. That the Sequence may
possess many constituent parts does not transform it into a
proper subject of copyright protection. Virtually any process
or system could be dissected in a similar fashion. Bakerâs
examples of âhow-toâ treatises are instructive: âA treatise on
. . . the construction and use of ploughs, or watches, or
churns[,] . . . or on the mode of drawing lines to produce the
effect of perspectiveâ would likely list the steps necessary to
perform the process it describes. 101 U.S. at 102. The
watchmaking treatiseâs author could not claim a copyright in
18 BIKRAMâS YOGA COLLEGE V. EVOLATION YOGA
the process of making a watch, however, by breaking down
the process into multiple steps and labeling it a
âcompilation.â Recipes further illustrate the point: a cake
recipe could be viewed as a âcompilationâ of carefully
arranged and selected stepsÂŻwhich may, of course, reflect
the personal preferences and tastes of the recipeâs authorÂŻyet
the recipe would remain, in most instances, a process that is
not eligible for copyright protection. See Meredith, 88 F.3d
at 480â81. Likewise, Choudhury cannot obtain copyright
protection for the Sequence as a compilation by separately
identifying the poses and breathing exercises it contains.
Moreover, according to Choudhury himself, the medical
and functional considerations at the heart of the Sequence
compel the very selection and arrangement of poses and
breathing exercises for which he claims copyright protection.
According to Bikramâs Beginning Yoga Class, the âstrict
orderâ of the poses âis designed to scientifically warm and
stretch muscles, ligaments, and tendons in the order in which
they should be stretched.â Bikramâs Beginning Yoga Class,
supra, at xi. Read in the light most favorable to Choudhury,
the record demonstrates that the overarching reason for the
organization of the poses and breathing exercises in the
Sequence is to further the basic goals of the method: to attain
â[p]roper weight, muscle tone, glowing complexion,
boundless energy, vibrant good health, and a sense of
well-being.â Id. The Sequenceâs composition renders it
more effective as a process or system, but not any more
suitable for copyright protection as an original work of
authorship.
It makes no difference that similar results could be
achieved through a different organization of yoga poses and
breathing exercises. Choudhury argues that he could have
BIKRAMâS YOGA COLLEGE V. EVOLATION YOGA 19
chosen from âhundreds of posturesâ and âcountless
arrangements of these posturesâ in developing the Sequence.
But the possibility of attaining a particular end through
multiple different methods does not render the
uncopyrightable a proper subject of copyright. See BellSouth
Advert. & Publâg Corp. v. Donnelley Info. Publâg, Inc.,
999 F.2d 1436, 1443 (11th Cir. 1993) (âThe relevant inquiry
[under Feist] is not whether there is some imaginable,
although manifestly less useful, method of arranging business
telephone listings.â); see also ATC Distrib. Grp., Inc. v.
Whatever It Takes Transmissions & Parts, Inc., 402 F.3d 700,
711â12 (6th Cir. 2005) (âTo be sure, [the publisher of a
catalog describing a transmission parts numbering system]
could have arranged the parts information in other ways that
were potentially less clear or useful, but this fact alone is
insufficient to demonstrate the creativity necessary for
copyright protection.â). Though it may be one of many
possible yoga sequences capable of attaining similar results,
the Sequence is nevertheless a process and is therefore
ineligible for copyright protection.10
10
Choudhury argues that the district court granted undue deference to
a recent Copyright Office Policy Statement concerning copyright
protection for yoga sequences as compilations. See Registration of Claims
to Copyright, 77 Fed. Reg. 37605 (June 22, 2012). In this Statement, the
Copyright Office explains that
a claim in a compilation of exercises or the selection
and arrangement of yoga poses will be refused
registration. . . . The Copyright Office would entertain
a claim in the selection, coordination or arrangement of,
for instance, photographs or drawings of exercises, but
such compilation authorship would not extend to the
selection, coordination or arrangement of the exercises
themselves that are depicted in the photographs or
drawings.
20 BIKRAMâS YOGA COLLEGE V. EVOLATION YOGA
C. The Sequence Is Not a Copyrightable Choreographic
Work.
The district court properly rejected Choudhuryâs
argument that the Sequence is entitled to copyright protection
as a choreographic work.11 The 1976 Copyright Act extended
protection to âpantomimes and choreographic works,â which
were previously not copyrightable. Pub. L. No. 94â553,
90 Stat. 2541, 2545 (codified at 17 U.S.C. § 102(a)(4)). In
1986, the Second Circuit observed that â[e]xplicit federal
copyright protection for choreography is a fairly recent
development, and the scope of that protection is an uncharted
area of the law.â Horgan v. Macmillan, Inc., 789 F.2d 157,
160 (2d Cir. 1986). This remains true today.
The parties debate the meaning of the term
âchoreography,â which we have not yet defined in the
copyright context. Nor did Congress define the term
Id. at 37607. We need not decide whether the district court improperly
deferred to the Copyright Office, however, for we âmay affirm on any
ground supported by the record.â White, 500 F.3d at 955 (citation
omitted). The undisputed evidence, viewed in the light most favorable to
Choudhury, precludes copyright protection for the Sequence.
11
Though not dispositive, we note that Choudhury did not register the
Sequence as a choreographic work. Choudhuryâs Certificate of
Registration for Bikramâs Beginning Yoga Class is for âa nondramatic
literary work.â When Choudhury tried to obtain a Certificate of
Registration for the Sequence as a âwork of performing arts,â the
Copyright Office denied his application. The Copyright Office stated that
the âconcept or idea for a particular manner or style of exercise is not
registrable.â Choudhuryâs subsequent supplementary registration for a
âcompilation of exercisesâ is an extension of the original registration for
âa nondramatic literary work,â and thus is itself a literary work
registration.
BIKRAMâS YOGA COLLEGE V. EVOLATION YOGA 21
âchoreographic work[],â apparently because its meaning was
âfairly settled.â H.R. Rep. No. 94â1476, at 53 (1976). The
legislative history does explain, however, that it is not
ânecessary to specify that âchoreographic worksâ do not
include social dance steps and simple routines.â Id. at 53â54.
The Second Circuit has relied on the Compendium of
Copyright Office Practices as persuasive authority and
concluded that â[c]horeography represents a related series of
dance movements and patterns organized into a coherent
whole.â Horgan, 789 F.2d at 161 (quoting U.S. Copyright
Office, Compendium II: Compendium of Copyright Office
Practices § 450.03(a) (1984)). The Compendium II defines
âdanceâ as âstatic and kinetic successions of bodily
movement in certain rhythmic and spatial relationships.â
Compendium II, § 450.01.12 The âdance movements,â
according to the Compendium II, âmust be more than mere
exercises, such as âjumping jacksâ or walking steps.â Id.
§ 450.03(a). Finally, the Compendium II explains that
choreography is âusually intended to be accompanied by
musicâ but âneed not tell a storyâ and need not be presented
âbefore an audience.â Id. §§ 450.01â450.02.
In this case, we need not decide whether to adopt the
Copyright Officeâs definition of âchoreographic workâ or
fashion another on our own because all categories of works
eligible for copyright protection, including choreographic
works, are subject to the critical requirements and limitations
of Section 102. The beauty of this section is that it allows for
12
This interpretation is consistent with dictionary definitions. Websterâs
defines âchoreographyâ as âthe art of symbolically representing dancing.â
Websterâs Ninth New Collegiate Dictionary 237 (9th ed. 1987). âDance,â
in turn, is defined as âa series of rhythmic and patterned bodily
movements usually performed to music.â Id. at 324.
22 BIKRAMâS YOGA COLLEGE V. EVOLATION YOGA
the possibility that the term âoriginal work of authorshipâ
may, as it has, evolve and encompass new forms of
expression that, like choreography, are not easily reduced to
neat definitions. âCongress recurrently adjusts copyright law
to protect categories of works once outside the lawâs
compass.â Golan, 132 S. Ct. at 892 (listing such categories,
including foreign works, dramatic works, photographs,
motion pictures, fixed sound recordings, and architectural
works). Yet as Congress has responded to new technologies
and evolving understandings of creative expression, the
idea/expression dichotomy has remained firmly in place.
This dichotomy, as this case illustrates, polices the uncertain
boundaries of copyrightable subject matter.
The Sequence is not copyrightable as a choreographic
work for the same reason that it is not copyrightable as a
compilation: it is an idea, process, or system to which
copyright protection may â[i]n no caseâ extend. 17 U.S.C.
§ 102(b). We recognize that the Sequence may involve
âstatic and kinetic successions of bodily movement in certain
rhythmic and spatial relationships.â Compendium II,
§ 450.01. So too would a method to churn butter or drill for
oil. That is no accident: âsuccessions of bodily movementâ
often serve basic functional purposes. Such movements do
not become copyrightable as âchoreographic worksâ when
they are part and parcel of a process. Even if the Sequence
could fit within some colloquial definitions of dance or
choreography, it remains a process ineligible for copyright
protection.
The idea/expression dichotomy, codified in Section
102(b), plays a similar role in defining the scope of protection
for a âchoreographic workâ as it does for compilations. See
Feist, 499 U.S. at 350â51. In the context of choreographic
BIKRAMâS YOGA COLLEGE V. EVOLATION YOGA 23
works, that role is essential. Our day-to-day lives consist of
many routinized physical movements, from brushing oneâs
teeth to pushing a lawnmower to shaking a Polaroid picture,
that could be (and, in two of the preceding examples, have
been13) characterized as forms of dance. Without a proper
understanding of the idea/expression dichotomy, one might
obtain monopoly rights over these functional physical
sequences by describing them in a tangible medium of
expression and labeling them choreographic works. The
idea/expression dichotomy thus ensures that expansive
interpretations of the categories enumerated as proper
subjects of copyright will, â[i]n no case,â extend copyright
protection beyond its constitutional limits. 17 U.S.C.
§ 102(b).
IV. Conclusion
Although there is no cause to dispute the many health,
fitness, spiritual, and aesthetic benefits of yoga, and Bikram
Yoga in particular, they do not bring the Sequence into the
realm of copyright protection. The Sequence falls squarely
within Section 102(b)âs exclusions from copyright protection,
no matter how it is labeled or how ably the label is argued.
Therefore, the district court properly granted Evolationâs
motion for partial summary judgment.
AFFIRMED.
13
See How To Do the âLawn Mowerâ (Dance), WikiHow,
http://www.wikihow.com/Do-the-%22Lawn-Mower%22-(Dance) (last
visited Sept. 16, 2015); Shake It Like a Polaroid Picture, Urban
Dictionary, http://www.urbandictionary.com/define.php?term=
shake+it+like+a+Polaroid+picture (last visited Sept. 16, 2015).