Re: Liberal corporate open source policies

2011-03-29 Thread Marvin Humphrey
On Tue, Mar 22, 2011 at 09:07:40PM -0700, Henri Yandell wrote:
  ... except that the ASF would never actually use this document.  Legal 
  affairs
  expertise is a limited resource, and if we don't have skin in the game, I'm
  hesitant to suggest that it live there.
 
 I'll challenge that one. The ASF employ individuals to develop, and
 they contribute back as a part of their job.

Ah, good point!

 So potential goal there - your liberal policy would have to stretch to
 the extremes of the ASF and other foundation employers.

+1.  Let's at least draft it in such a way that the ASF might conceivably
adopt it.  ASF adoption might prove infeasible for any number of unforseen
reasons, but if it happens, it will send a signal that we think the document
is at least legally sound.

You're right that setting that goal will constrain the policy's content.  I
imagine Joe Schaefer would chafe if he had to get management approval to
whitelist each project he wanted to contribute to.  :)

  I've looked around the community.apache.org website, and while there is not 
  an
  obvious home for it there, it's an interesting question whether a place 
  could
  be carved out for it.   Trawling through email archives, past board reports,
  and blog entries, I see that coordinating Google Summer of Code has been a
  major focus, and that questions have been asked like How might we attract
  more technical writers to the ASF?.  This seems like a similar outreach
  activity, intended to bring more people to the ASF and make it easier for 
  them
  to contribute.
 
 The primary value would be in decreasing the time it takes for a company to
 go from user to contributor to committer-employer, incubator-source and/or
 sponsor.

Well stated.  That would be this document's value to the Apache Software
Foundation directly, and provides justification for expending ASF resources to
vet it and adopt it.

Facilitating increased corporate contributions to the ASF also provides value
to those of us who labor on ASF projects as developers, by increasing the
demand for our services.  I'm lucky -- I have a great job at a growing company
where about 75% of my hours are spent on an ASF project.  I would like more
people to have jobs like mine, and if my fortunes were to change unexpectedly,
I would like to be able to find another one like it.

Extrapolating outwards for the sake of argument, increasing contributions to
the ASF and to open source in general aids the software industry at large.  To
the extent that our industry competes with others within the broader economy,
we are better off when we can pool resources.  And it is to our advantage when
software companies consumed by the creative destruction of capitalism leave
something of value behind -- both in terms of raw code and developer track
records.

Nevertheless, the narrow interests of the company/organization must remain
paramount as we draft this document.  Companies should adopt this policy
because it's a good deal for them: 

  * It decreases costs.  (They get to spend minimal time modifying a
boilerplate document instead of drafting a custom document themselves.)
  * It lowers risk.  (The policy was drafted by knowledgeable open source
developers with the express goal of blessing common practice.  As adoption
spreads, developers will become increasingly familiar with how to comply
with it effectively and its strengths and weaknesses will be probed at
other companies.)
  * It lets employees and job candidates know where everyone stands,
potentially yielding a recruiting advantage.

Marvin Humphrey


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Re: Liberal corporate open source policies

2011-03-29 Thread Marvin Humphrey
On Tue, Mar 22, 2011 at 09:07:40PM -0700, Henri Yandell wrote:
  Find a wiki and start documenting. :)

I've started a page here:

  http://wiki.apache.org/general/OpenSourcePolicy

So far, it contains materials from you, Ross, and myself.  

The permissions regime material involving supervisors was included but is
expected to be modified; I'll change it out later if no one else beats me to
it.

Marvin Humphrey


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Re: Liberal corporate open source policies

2011-03-29 Thread William A. Rowe Jr.
On 3/29/2011 5:52 PM, Marvin Humphrey wrote:
 
 In my opinion, it's important that the Policy make only one major distinction:
 between open source software and proprietary software.  
 
 As a practical matter, advocating for particular technologies seems likely to
 alienate people at companies who have invested in competing technologies.
 Ideally, we would like this Policy to be as influential as possible, and to be
 adopted as widely as possible; anything that limits its audience is
 detrimental.  Even advocating for particular licenses seems likely to to be a
 net negative.

Keep in mind, that even open source and proprietary software often intersect.
If the document wants to evangelize an 'all open' solution, so be it, this is
your document :)  But there are spaces where open source can supplement closed
sources (think plug ins, extensions etc), or where closed projects might
supplement open source development (think various code analysis utilities).

Any document which helps increase the use of and contributions back towards
open source by the corporate world will be a useful addition to the existing
publications, so thanks for making this effort :)

Bill

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Re: Liberal corporate open source policies

2011-03-29 Thread Marvin Humphrey
On Tue, Mar 29, 2011 at 06:01:51PM -0500, William A. Rowe Jr. wrote:
 Keep in mind, that even open source and proprietary software often
 intersect. If the document wants to evangelize an 'all open' solution, so
 be it, 

I don't think it's desirable to advocate for all open, as it would
potentially limit adoption.  It's not necessary, either.  Contribute a little,
contribute a lot, this Policy will simply help your organization to interact
with open source projects in an orderly and safe manner.

 this is your document :)  

I'll challenge that one.[1] :)  It's already a collaborative effort which
has been shaped by numerous authors and has taken on a form I did not
anticipate.

 But there are spaces where open source can supplement closed sources (think
 plug ins, extensions etc), or where closed projects might supplement open
 source development (think various code analysis utilities).

I don't think there's anything in the Policy itself.  I made a change to one
of the draft FAQ entries in response to your feedback, though.  It is now
explicitly agnostic about open source vs. proprietary solutions:

 http://wiki.apache.org/general/OpenSourcePolicy?action=diffrev2=3rev1=2

Marvin Humphrey

[1] h/t: Henri :)


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Re: Liberal corporate open source policies

2011-03-22 Thread Upayavira


On Mon, 21 Mar 2011 22:23 -0700, Marvin Humphrey
mar...@rectangular.com wrote:
 On Thu, Mar 17, 2011 at 02:40:31PM -0700, Keith Curtis wrote:
  I recommend separating things out into using free software versus
  writing free software.
 
 They're intimately tied, aren't they?
 
 One of the great freedoms of open source software is the ability to
 modify it
 -- whether that means a sysadmin hacking a broken installer until it
 works, a
 developer monkey-patching a Ruby module, or what have you.  If you could
 read
 OSS but not modify it, it would be a lot less powerful.  Using OSS
 becomes
 writing OSS almost right away.

I think you overestimate the majority of developers. The bar to usage is
downloading a resource, which is relatively easy. The bar to
modification is at minimum downloading the source and building it, which
is effort enough. Getting your changes accepted involves identifying the
relevant community and engaging with it. This is something that many
developers will neither find easy, nor feel inclined to do. I would say
those that *are* inclined to contribute back are the exception.

Upayavira

  So I suggest keeping those separate aspects in consideration.
  Convincing people to depend on Linux, Python, etc. (and giving back
  any bug / fixes to existing public codebases) is a relatively easy
  step and moves things in the right direction.
 
 It does seem like the policy should start with usage and progress through
 mailing list participation, minor contributions such as bugfixes, to
 ongoing
 development of major features.
 
 Marvin Humphrey
 
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Re: Liberal corporate open source policies

2011-03-22 Thread Keith Curtis
On Mon, 21 Mar 2011 22:23 -0700, Marvin Humphrey

 mar...@rectangular.com wrote:
  On Thu, Mar 17, 2011 at 02:40:31PM -0700, Keith Curtis wrote:
   I recommend separating things out into using free software versus
   writing free software.
 
  They're intimately tied, aren't they?
 

 Not necessarily. The point I'm getting at is that some people aren't even
ready to take the step away from Windows, ASP.Net and towards LAMP. So I
think that at least a preamble of a corporate policy ought to discuss why to
depend on free software for the dependencies. It seems like an important
building block on the way to making the case of why to write free software.

-Keith


Re: Liberal corporate open source policies

2011-03-22 Thread Keith Curtis
On Tue, Mar 22, 2011 at 5:03 PM, William A. Rowe Jr. wr...@apache.orgwrote:


 This conversation seems to be moving sideways into nonsense.  Open Source
 and
 LAMP have nothing to do with each other.  There are a million ways to
 consume
 open source without touching a LAMP stack (some people even use apps... I
 mean,
 applications, which are neither 1. web based nor 2. mobile based.
  /shudder)

 Yes LAMP is one deployment model, so is WAMP, so is WIMP, so is...



What about WAOA: Windows, Apache, Oracle, ASP.Net?

I guess some might consider a solution like that no worse than any other but
I think endorsing such a stack goes against a good policy. If you are going
to make a policy, you should love the results it endorses. That is all I was
trying to suggest.

Regards,

-Keith


Re: Liberal corporate open source policies

2011-03-22 Thread Marvin Humphrey
On Mon, Mar 21, 2011 at 01:01:24AM -0700, Henri Yandell wrote:
  Presumably this outline described procedures for obtaining clearance from
  management to work on open source projects?

 Depends how liberal you're talking. A liberal company would be more
 along the lines of:

 Let us know projects you work on. If anything terrifies us we'll let
 you know to back out and will add it to the 'please don't' list. 

It should be possible to accommodate a wide range of project clearance
procedures using shared language.  Something like this:

  * Permission must be obtained from a supervisor prior to contributing
company IP to an open source project.
  * Permission may be granted for an employee to contribute to
individual open source projects on an ongoing basis.
  * Employees who have received authorization for ongoing contributions must
consult a supervisor when there is uncertainty as to whether IP should
remain proprietary or be open sourced.

What it takes to obtain said permission might vary widely across different
organizations: managers might be empowered to grant permission directly, they
might be required to engage the legal department on every single call, or
anything in between.

Where I think this liberal policy differs from more conservative policies
is that it formally declares a procedure for ongoing permission to be granted
where the individual developer is to be entrusted not to leak proprietary
information.  

  - we will honour all trademarks policies and licences relating to the
  projects
 
  This is more challenging than it sounds!  The participating employees have 
  to
  recieve sufficient training and guidance to execute the policy cleanly.

 If we assume the likely user of a liberal set of policies would be a
 startup, the main concern is in making sure no copyleft code ends up
 in a distributed product, and no network-copyleft code ends up
 'networked' in.

 Startups tend to get strong advice to secure a few patents. Assuming
 they're taking that particular VC advice, then making sure staff know
 about the patents they have is very worthwhile and those areas can be
 forbidden for open source activities.

 That's a pretty small amount of required training. Draw a few
 architectural circles to pay more attention in, a few licenses to pay
 more attention to and discuss your patents internally such that
 employees know to avoid the space.

That's an admirably concise description of the requirements, but it still
seems to me that the knowledge a dev needs to understand and uphold those
requirements is pretty substantial.  How well do they need to grok copyleft,
the FSF's position on derivative works, the Affero GPL, 3-clause vs. 4-clause
BSD, etc?  The internet is forever; they are representing the organization in
an archived public venue.  They had better know their stuff and take their
responsibilities seriously.

Nevertheless, the policy can be crafted to accommodate wildly divergent
opinions on the subject.

The policy should stipulate that all patches must be cleared by a direct
supervisor unless the employee has been authorized to make ongoing
contributions to a project.  I mentioned above that different companies might
have different procedures for granting permission; they might also have
different *criteria* for qualifying an individual.

Deny-by-default for patches seems like the only sensible rule; I doubt it will
meaningfully obstruct ordinary usage of OSS, since as Upayavira asserted
elsewhere in the thread, those inclined to give back will be the exception
rather than the rule.  Incidental contributions will inevitably slip through
the cracks on user mailing lists and bug trackers, but that's just part of
allowing your staff enough freedom to be productive users of OSS.

 Other small companies who aren't looking for a sale can afford to be
 more liberal. Non-project orgs for example (who I suspect would love
 such a liberal policy).

(I suspect that should have read Non-profit orgs...)

I hope that we don't have to craft a custom policy to accommodate the most
lenient orgs.  Perhaps they can just be more loose in their administration of
the policy.

 So, here's my liberal, yet not non-existent, Open Source policy:

 * List of company products which require someone sign off on
 inclusion of Open Source unless under these licenses list permissive
 licenses.
 * List of licenses which require someone sign off on use anywhere: list.
 * List of company patents.
 * List of projects (or type of project) to avoid for specified reason.
 * Company email address to mail when contributing to a project (having
 checked above project-avoid list).
 * Company email address to mail to get CCLAs signed.

Interesting.  I was imagining a boilerplate document containing statements
similar to what Ross put in his email.  I hadn't thought of filling in the
blanks like that -- but on close inspection, I don't see any
incompatibilities.

I'm not sure if it's a misguided priority or 

Re: Liberal corporate open source policies

2011-03-22 Thread William A. Rowe Jr.
On 3/22/2011 7:19 PM, Keith Curtis wrote:
 
 I guess some might consider a solution like that no worse than any other but 
 I think
 endorsing such a stack goes against a good policy. If you are going to make a 
 policy, you
 should love the results it endorses. That is all I was trying to suggest.

See, I guess that's where I think this discussion has gone off the rails
for an Apache Software Foundation discussion.

In large measure, ASF participants are pragmatists.  This isn't a culture
you might find in the Gnome or other FSF projects which seek to win an
entirely free (as in beer) ecosystem.  Linus himself is exempted from
this gross over-generalization, as he does not come down against allowing
vendors to interface closed source with his kernel or running his kernel
on top of closed systems, so I'd place him in this same pragmatist culture.

The ASF itself for its infrastructure runs mostly atop FreeBSD, with some
Linux, Solaris, and Windows in this mix, mostly sliced by VMware for the
virtual boxes in combination with Solaris zones.  Of course much of the
software that the infra team hosts is OSS, but not exclusively.  And in
the ultimate nod to pragmatism, the ASF is happy to run donated software
in lieu of purchasing licenses.

You might find this is orthogonal to our public letter to Sun with respect
to Java, the TCK and the Apache Harmony project.  But this was not; the
letter simply sought the terms promised by Sun and their compliance to the
JSPA which Sun authored.  Had those promises and JSPA contract not existed,
the ASF would have been just as likely to never attempt the Harmony project,
yet it was still developing code in Java.

The ASF still publishes open source which runs on proprietary languages
(Java) and proprietary operating systems (Solaris, Windows) without any
apologies or remorse.  Advocacy for open source and/or completely open
solutions is fine, but the two are not identical.  And until there is
an open chipset design for their target architecture, the entirely 100%
open solution champions are being disingenuous, IMHO :)

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Re: Liberal corporate open source policies

2011-03-22 Thread Keith Curtis
Hi all;

On Tue, Mar 22, 2011 at 7:14 PM, William A. Rowe Jr. wr...@apache.orgwrote:

 On 3/22/2011 7:19 PM, Keith Curtis wrote:
 
  I guess some might consider a solution like that no worse than any other
 but I think
  endorsing such a stack goes against a good policy. If you are going to
 make a policy, you
  should love the results it endorses. That is all I was trying to suggest.

 See, I guess that's where I think this discussion has gone off the rails
 for an Apache Software Foundation discussion.

 In large measure, ASF participants are pragmatists.  This isn't a culture
 you might find in the Gnome or other FSF projects which seek to win an
 entirely free (as in beer) ecosystem.  Linus himself is exempted from
 this gross over-generalization, as he does not come down against allowing
 vendors to interface closed source with his kernel or running his kernel
 on top of closed systems, so I'd place him in this same pragmatist culture.


I try to be pragmatic as well but free software is better and cheaper and so
these worthy goals and reasons should be reflected in the policies on a
topic.


 You might find this is orthogonal to our public letter to Sun with respect
 to Java, the TCK and the Apache Harmony project.  But this was not; the
 letter simply sought the terms promised by Sun and their compliance to the
 JSPA which Sun authored.  Had those promises and JSPA contract not existed,
 the ASF would have been just as likely to never attempt the Harmony
 project,
 yet it was still developing code in Java.


Since I'm off-topic, I'll mention that I wrote a chapter in my book on why
Java should be abandoned. (http://keithcu.com/wordpress/?page_id=2228)
Whatever you are working on with Oracle I hope is not distracting you. Sun
never invested nearly as much into Java as MS did in .Net, and I can't
imagine Oracle improving things. I live in the world of PHP, Python, and the
Linux desktop, so don't run much ASF technologies

I think you guys should make a goal of moving towards the Python community:
http://scipy.org/Topical_Software

Note this can be done in a pragmatic way. The point is to first have goals
and then figure out how to get there. If you have pragmatic goals you are
aiming too low. It is important to be practical about means but not about
the ends.



  Advocacy for open source and/or completely open
 solutions is fine, but the two are not identical.  And until there is
 an open chipset design for their target architecture, the entirely 100%
 open solution champions are being disingenuous, IMHO :)


I have found that the hardware doesn't matter. A computer is happy to add 0
+ 0 billions of times per second all day long. It is the software that
matters. And the most important software is the programming language that
you write your other software in.

-Keith

P.S. Here is a chunk of something I wrote about programming languages that
is relevant here:
---
http://keithcu.com/wordpress/?p=1691

The most popular free computer vision codebase is OpenCV, but it is
time-consuming to integrate because it defines an entire world in C++ down
to the matrix class. Because C/C++ didn’t define a matrix, nor provide code,
countless groups have created their own. It is easier to build your own
computer vision library using standard classes that do math, I/O, and
graphics, than to integrate OpenCV. Getting productive in that codebase is
months of work and people want to see results before then. Building it is a
chore, and they have lost users because of that. Progress in the OpenCV core
is very slow because the barriers to entry are high. OpenCV has some machine
learning code, but they would be better delegating that out to others. They
are now doing CUDA optimizations they could get from elsewhere. They also
have 3 Python wrappers and several other wrappers as well; many groups spend
more time working on wrappers than the underlying code. Using the wrappers
is fine if you only want to call the software, but if you want to improve
the underlying code, then the programming environment instantly becomes
radically different and more complicated.

There is a team working on Strong AI called OpenCog, a C++ codebase created
in 2001. They are evolving slowly as they do not have a constant stream of
demos. They don’t consider their codebase is a small amount of
world-changing ideas buried in engineering baggage like STL. Their GC
language for small pieces is Scheme, an unpopular GC language in the FOSS
community. Some in their group recommend Erlang. The OpenCog team looks at
their core of C++, and over to OpenCV’s core of C++, and concludes the
situation is fine. One of the biggest features of the ROS (Robot OS),
according to its documentation, is a re-implementation of RPC in C++, not
what robotics was missing. I’ve emailed various groups and all know of GC,
but they are afraid of any decrease in performance, and they do not think
they will ever save time. The transition from brooms to vacuum cleaners was

Re: Liberal corporate open source policies

2011-03-22 Thread William A. Rowe Jr.
On 3/22/2011 10:24 PM, Keith Curtis wrote:
 
 I try to be pragmatic as well but free software is better and cheaper and so 
 these worthy
 goals and reasons should be reflected in the policies on a topic.

the policies, hmmm.  Those would be 'your policies'.  Which may or may not
be what Marvin is attempting to compose.  Your form of evangelism could be
counterproductive to the audience who Marvin is addressing.  Unless you are
prepared to show data on better as well as cheaper, this is all a very
hollow statement.

You are certainly welcome at the ASF no matter if you have a FLOSS-centric
or OSS-centric approach to source code, but enough proselytizing already.
community@ is a gathering of minds, not a divisive exclusionary zone :)

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Re: Liberal corporate open source policies

2011-03-21 Thread Henri Yandell
On Thu, Mar 17, 2011 at 6:44 PM, Marvin Humphrey mar...@rectangular.com wrote:
 On Thu, Mar 17, 2011 at 09:22:57PM +, Ross Gardler wrote:
 This is an interesting question. I was recently asked to help with
 exactly this issue and I also struggled.

 Perhaps we might consider working up an example policy ourselves?

Cool idea :)

 It is in the interest of the ASF to make it as easy as possible for companies
 to contribute to our projects.  Creating a company open source policy has a
 cost.  If we provide a template policy that is rock solid with regards to
 using and contributing to ASF projects at the least -- and hopefully open
 source at large -- we can bring that cost down.

 In addition, if a company adopts the sample policy verbatim, it becomes easier
 for a candidate to assess whether they would be happy there.

 I can see a web startup with a limited budget taking the easy route and
 adopting an ASF-crafted open source policy verbatim.

 I don't know, though -- I'm just an ASF committer on an Incubator project, so
 I don't know whether any part of the ASF, if any, would take on such a project
 or in what form.

It's a meritocracy; by stepping up with this email you've already
started the project. Stay quietly persistent and keep it going (and I
don't see why it can't stay on community@).  Find a wiki and start
documenting. :)

 Here's what I told the company that asked me about this:

 A healthy policy would look like the outline you describe, some (off the
 top of my head) statements that would be appropriate are:

 Presumably this outline described procedures for obtaining clearance from
 management to work on open source projects?

Depends how liberal you're talking. A liberal company would be more
along the lines of:

Let us know projects you work on. If anything terrifies us we'll let
you know to back out and will add it to the 'please don't' list. 

 - we will honour all trademarks policies and licences relating to the
 projects

 This is more challenging than it sounds!  The participating employees have to
 recieve sufficient training and guidance to execute the policy cleanly.

If we assume the likely user of a liberal set of policies would be a
startup, the main concern is in making sure no copyleft code ends up
in a distributed product, and no network-copyleft code ends up
'networked' in.

Startups tend to get strong advice to secure a few patents. Assuming
they're taking that particular VC advice, then making sure staff know
about the patents they have is very worthwhile and those areas can be
forbidden for open source activities.

That's a pretty small amount of required training. Draw a few
architectural circles to pay more attention in, a few licenses to pay
more attention to and discuss your patents internally such that
employees know to avoid the space.

Other small companies who aren't looking for a sale can afford to be
more liberal. Non-project orgs for example (who I suspect would love
such a liberal policy).

So, here's my liberal, yet not non-existent, Open Source policy:

* List of company products which require someone sign off on
inclusion of Open Source unless under these licenses list permissive
licenses.
* List of licenses which require someone sign off on use anywhere: list.
* List of company patents.
* List of projects (or type of project) to avoid for specified reason.
* Company email address to mail when contributing to a project (having
checked above project-avoid list).
* Company email address to mail to get CCLAs signed.

Hen

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Re: Liberal corporate open source policies

2011-03-21 Thread Marvin Humphrey
On Thu, Mar 17, 2011 at 02:40:31PM -0700, Keith Curtis wrote:
 I recommend separating things out into using free software versus
 writing free software.

They're intimately tied, aren't they?

One of the great freedoms of open source software is the ability to modify it
-- whether that means a sysadmin hacking a broken installer until it works, a
developer monkey-patching a Ruby module, or what have you.  If you could read
OSS but not modify it, it would be a lot less powerful.  Using OSS becomes
writing OSS almost right away.

 So I suggest keeping those separate aspects in consideration.
 Convincing people to depend on Linux, Python, etc. (and giving back
 any bug / fixes to existing public codebases) is a relatively easy
 step and moves things in the right direction.

It does seem like the policy should start with usage and progress through
mailing list participation, minor contributions such as bugfixes, to ongoing
development of major features.

Marvin Humphrey

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Re: Liberal corporate open source policies

2011-03-17 Thread Ross Gardler

On 17/03/2011 20:44, Marvin Humphrey wrote:

There's a fair amount of information out there on establishing corporate open
source policies, but not much that seems appropriate for the company profile
I'm interested in:

   * Web startup.
   * Software based around an open source ecosystem.
   * Actively recruits open source contributors to staff the engineering
 department.

It doesn't have to be a web startup, but that's a good example.


This is an interesting question. I was recently asked to help with 
exactly this issue and I also struggled.



Any pointers towards sample policies or articles that help achieve these
objectives?  Or commentary on what aspects of typical open source polices
noticeably constrain or don't constrain participation?


Here's what I told the company that asked me about this:

A healthy policy would look like the outline you describe, some (off the 
top of my head) statements that would be appropriate are:


- we're a business, our goal is to serve our customers

- sometimes we can do that best by collaborating on appropriate open 
source solutions


- we will participate as and when we feel it is appropriate for our 
business and the broader community


- we will encourage our development staff to lead our engagement with 
open source projects


- we will do so with full respect for other members of the community

- we expect to have only as much influence over a project as our 
contributions deserve


- we will honour all trademarks policies and licences relating to the 
projects


- we will seek to ensure the ongoing sustainability of the projects 
through our positive and collaborative contributions


I'd be really interested to hear peoples comments or pointers to real 
policies out there.


Ross

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