Re: Open Source Definition : can it be made explicit about non-copyright issues?

2004-01-16 Thread Alexander Terekhov
Russell McOrmond wrote:
[...]
 deal with some of the worst cases we are currently dealing with.

Care to provide some SPECIFIC example(s) involving IBM? You've 
mentioned before IETF and OASIS. Well, IETF with its RAND patent 
licensing policy aside for a moment (http://tinyurl.com/yshn3
and see also http://www.ietf.org/IESG/Section10.txt), I've found 
the following:

http://www.oasis-open.org/committees/wsrp/ibm_ipr_statement.shtml

[...] IBM will, upon written request, provide a nonexclusive, 
 royalty free patent license, with other reasonable and 
 nondiscriminatory terms and conditions, for those patents issued 
 to IBM which contain claims essential, in IBM's judgment, to 
 implementations of the Specification and for which IBM is able 
 to provide patent licenses (including patents issuing on the 
 published patent applications disclosed above), for implementing 
 the Specification. This patent license is available to all 
 entities. If a party requesting a patent license also has claims 
 essential to the implementation of the Specification (hereafter 
 Requestor Claims), IBM will grant this patent license only if 
 the recipient, in return, will grant IBM a reciprocal license, 
 with substantially identical terms and conditions, under the 
 Requestor's Claims. If a party has a license with respect to IBM 
 Essential Claims and acquires, by any means, one or more Requestor 
 Claims and refuses to grant IBM a reciprocal license (with 
 substantially identical terms and conditions) under such 
 Requestor Claims, IBM may suspend or revoke the license IBM 
 granted to such party.

Lawrence E. Rosen wrote: in the other thread
[...]
 industry standard software.  I would welcome IBM's commitment 
 to THAT goal as well.  This can perhaps be accomplished if IBM 
 and other companies actively support open-source-friendly patent 
 policies for standards organizations similar to that adopted by 
 W3C, an effort that IBM has conspicuously refused to make 
 outside of W3C.

Well, here's an example that has really nothing to do with W3C.

http://grouper.ieee.org/groups/754/meeting-minutes/02-04-18.html

[...] On the patent

 Cowlishaw: 

   - It's normal business practice. 

   - Benefit: Could make the encoding public early on. 

   - Problem: Does it stop necessary support? 

   - RAND licensing it typical, but because it's an encoding, 
 it's more valuable that it's used at all. 

  Delp: This has to get through parent committees. 

  Cowlishaw: At a minimum, do the base requirement for IEEE. Will 
  look into royalty free licensing. 

This is about http://www2.hursley.ibm.com/decimal (General Decimal 
Arithmetic) and IBM's US Patents 6,437,715/6,525,679 (equivalents 
in Europe and Japan aside for a moment), I guess. Now, here's the
latest:

http://google.com/groups?selm=clcm-20031117-0011%40plethora.net

[...] IBM has already written the necessary formal letter to the 
 IEEE stating that this will be Royalty Free for implementers of 
 the standard (rather than RAND), though RAND is permitted by IEEE 
 rules.

regards,
alexander.

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Re: Open Source Definition : can it be made explicit about non-copyright issues?

2004-01-15 Thread Russell McOrmond

On Wed, 14 Jan 2004, Alexander Terekhov wrote:

 Russell McOrmond wrote:
 [...]
  Note: There are all these Halloween documents discussing the OSI
  battle-of-words with Microsoft, but I wonder why there is no similar
  discussion with IBM? 
 
 Well, see
 
 http://www.opensource.org/licenses/cpl.php
 http://www.opensource.org/licenses/ibmpl.php


  This doesn't constitute a discussion on the same scale.  Both Microsoft
and IBM have licensed relatively small parts of their software portfolio
(patents and copyright) via Free/Libre and Open Source licensing.  This
minor amount of Open Source licensing of software does not deal with the
problems these companies create for the Open Source movement.


  I will allow someone with a legal background to look at these licenses
and question whether they constitute Open Source patent licenses
considering they have field of use restrictions (Conflicts with OSD #3,
#7, #8).  I was not part of this mailing list when these licenses were
evaluated.  As I suggested in the earlier message I suspect that
evaluations thus far have looked far more closely at copyright clauses
than they have at patent clauses.

 http://europa.eu.int/comm/internal_market/en/indprop/comp/ibm.pdf

  IBM believes harmonisation should occur along lines which endorse the 
  current practice and case law of the European Patent Office. We oppose 
  either a more restrictive or a more liberal approach to patenting.

  I am glad you provided examples of the problem I was trying to alert
people in this forum to.  The current practice of the EPO has been to
grant software patents on pure software (not software coincidentally part
of an otherwise patentable manufacturing process - a different situation
entirely) even though article 52 of the European Patent Convention
specifically excluded programs for computers, mental rules, mathematical
methods etc from patentability.  In other words, this position from IBM
was a clear statement in favor of legalizing software patents in Europe
contrary to the existing EPC, part of the general extreme
pro-software-patent lobbying position of IBM worldwide.


  You seem to be agreeing that the IBM position in policy discussions such
as this has been in favor of software patents (treating software as itself
a manufactured good to be treated similar to computer hardware).  This
position is in and of itself a position in opposition to Open Source.


  The Halloween documents describe the opposition that Microsoft has had
against Open Source.  I still do not see the information on the
OpenSource.org website describing the opposition that IBM has had against
Open Source.  Without documenting and better understanding this opposition
it will be unlikely that there will be a motivation for IBM to change.


  The branches of software creators which treat software as a manufactured
good (Software Manufacturing) and Open Source can co-exist.  This has
has been the position of the OSI, but this co-existence is only possible
if lobby groups like IBM stop pushing for policies which favor only
software manufacturing at the exclusion of Open Source.


  When we discuss exclusive rights in the form of copyright (excluding
interface copyright of course) we are talking about a form of software
protection where many methodologies can and do co-exist.  When we talk
about software patents (or interface copyright) we talk about a form of
protection that protects software manufacturing at the exclusion of Open
Source and Free Software.


To see my policy suggestions from last year, see:
  http://www.flora.ca/patent2003/

  I wonder if IBM would support the suggestion that fair use (fair 
dealings in Canada) should be a defense against patent infringement claims 
and that use of royalty-free licensing offering users the right to run, 
copy, distribute, study, change and improve the software (in other words, 
was Free/Libre and Open Source Software) would trigger this fair use 
exemption.  While this is not an ideal solution like statutory exclusions 
of information process patents, it would deal with some of the worst 
cases we are currently dealing with.

 P.S. europa.eu.int/comm/internal_market/en/indprop/comp/eicta.pdf

  One company and organization at a time.  I would first like to see
members of OSI open more substantive conversations with IBM, and then
worry about these other organizations opposed to Open Source at a later
date.  The BSA and CompTIA have also published considerable literature
opposed to Open Source, but are not as visible as IBM in trying extract
benefit from the movement at the same time.

---
 Russell McOrmond, Internet Consultant: http://www.flora.ca/ 
 Governance software that controls ICT, automates government policy, or
 electronically counts votes, shouldn't be bought any more than 
 politicians should be bought.  -- http://www.flora.ca/russell/

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Open Source Definition : can it be made explicit about non-copyright issues?

2004-01-14 Thread Russell McOrmond

  I am starting to notice a growing number of people who claim that what
makes software Open Source is what *copyright* license agreement it is
licensed under.  This is not in fact the case: a program qualifies as Open
Source if the distribution terms of open-source software must comply with
the following criteria as described in the Open Source Definition:
  http://www.opensource.org/docs/definition.php


  In practical terms this means that any exclusive rights that exist on
the work must be licensed according to this criteria.  While all the
licenses in the OSI approved license list deal with copyright issues, not
all of them address other exclusive rights like patents at all.

  I suggest clarification in the definition on this issue, including 
possibly a reference to a document that describes the issue in more 
detail.

 PCT - Patents, Copyrights, and Trademarks (and other Sui Generis
Protections)

  I don't think Trademarks or other Sui Generis Protections are an issue
for Open Source at this time.  Requiring that someone rename the project
if they make a modification does not go against any of the criteria that I
can see.  I don't know how database protections are going to affect
collections of programs (distribution CDs, etc), but I can't think of a
problem that isn't dealt with by #9.  If I am wrong, please correct me --
are there discussion papers on various Sui Generis Protections already?

  Copyright is dealt with extensively on the site already, and is the core 
of the documentation.


  Patents do not seem to be dealt with generally, only specifically within
certain license agreements that mention all PCT issues in the single
license agreement.  A great example of a license that deals with the
patent issue is http://www.opensource.org/licenses/osl.php at 2) Grant of
Patent License.

  Not all OSI approved license agreements mention patents at all, leaving
a marketing loophole where someone can claim that software is Open Source
because it uses an OSI approved license, and yet is not open source
because it uses a patent license which is not OSI approved.  Unsuspecting
Open Source developers and users could then offer support for this
software only to find out after the fact that someone else claims
ownership (via patents) over their work.

  My reading of the OSD suggests that only an RF (royalty free) patent
license with no Field of Use restrictions would qualify.  The RF issue
is clear from #1, and this came out clearly in the discussions with the
W3C.  What I don't see clearly stated is how #3,#6,#7,#8 all add up to a
requirement that there be no field of use  restrictions, something that
wasn't clarified well during the W3C patent policy debates.  

  Licensing, including for derivative works, must be automatic (that any
recipient of the software receive the same patent license) in my reading
of the OSD #7.  This is one issue that many people incorrectly believe is
a GNU GPL issue rather than an issue with all Open Source compatible
patent licenses.
  (Example:  see the misinformation in
http://zdnet.com.com/2100-1104_2-5125160.html )

Motivations:

   I have been trying to deal with this issue in the context of IBM and my
work with Industry Canada on software patent issues
http://www.flora.ca/patent2003/.  We need to somehow encourage IBM to
come clean on how they appear to be adopting Open Source via using Open
Source qualifying copyright licenses while at the same time promoting
unlimited patentability worldwide http://swpat.ffii.org/players/ibm/
and not fully adopting Open Source patent licenses (such as the W3C and
now IETF and OASIS problems).

Here is an example letter to the editor I have sent in:
  IBM Leads in Patent (arms) Race
  http://www.digital-copyright.ca/discuss/2259


Note: There are all these Halloween documents discussing the OSI
battle-of-words with Microsoft, but I wonder why there is no similar
discussion with IBM?  Microsoft may be fun to play with, but they are
simply not the only organization that is committing actions that can harm
the Open Source movement.  I think IBM represents a considerably greater
threat than Microsoft, and IBM may turn out to be easier to reach to turn
them around.  If we can turn IBM around we may be able to turn around the
whole information process patents issue once and for all.

---
 Russell McOrmond, Internet Consultant: http://www.flora.ca/ 
 Governance software that controls ICT, automates government policy, or
 electronically counts votes, shouldn't be bought any more than 
 politicians should be bought.  -- http://www.flora.ca/russell/

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Re: Open Source Definition : can it be made explicit about non-copyright issues?

2004-01-14 Thread Alexander Terekhov
Russell McOrmond wrote:
[...]
 Note: There are all these Halloween documents discussing the OSI
 battle-of-words with Microsoft, but I wonder why there is no similar
 discussion with IBM? 

Well, see

http://www.opensource.org/licenses/cpl.php
http://www.opensource.org/licenses/ibmpl.php

and, perhaps, also

http://europa.eu.int/comm/internal_market/en/indprop/comp/ibm.pdf

[...] IBM has an open patent licensing policy under which we are 
 prepared to licence our patents on a non-discriminatory world-wide 
 basis. Moreover, IBM licences on a royalty-free basis the patents 
 that are necessarily implemented by the use or sale of our open 
 source contributions, a policy that has been endorsed by the Open 
 Source Initiative.

regards,
alexander.

P.S. europa.eu.int/comm/internal_market/en/indprop/comp/eicta.pdf

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