[this announcement is available online at https://s.apache.org/tmi6 ]

by Bertrand Delacretaz

I became active in the ASF in 2001 via Gianugo Rabellino -- he was the one who 
started the discussions with Apache Fop about me donating the jfor XLS-FO to 
RTF converter that I had developed earlier. It was already too late to uninvent 
RTF which is a terrible format, but I digress. I am currently a member of the 
Board of Directors of the ASF and have been doing a lot of thinking (and 
presentations) about what makes the ASF tick in terms of collaboration and 
Shared Neurons.

Section 12.1 of the Apache Bylaws https://www.apache.org/foundation/bylaws 
describes the legal protection that the Apache Software Foundation provides to 
our directors, officers and members.

I'm not a lawyer by far, however, and that language is a bit hard for me to 
parse, so I thought I'd try to clarify what this means for our contributors and 
learn more about it in the process.

If you go into detail there's certainly more to it but I think the items below 
are the absolute basics that every PMC member 
https://www.apache.org/foundation/how-it-works.html should understand in order 
to benefit from the legal shield that the Foundation provides.

What is a "Legal Shield" ?

An important goal of the Apache Bylaws and policies is to isolate our 
contributors from any legal action that might be taken against the Foundation, 
if they act as specified in those policies.

That's what we mean by "legal shield": a way for our individual volunters to be 
sheltered from legal suits directed at the Foundation's projects, as mentioned 
in our "How the ASF works" document 
https://www.apache.org/foundation/how-it-works.html .

Acts of the Foundation

The first thing is to make sure our software releases are "Acts of the 
Foundation" as opposed to something that people do in their own name. This is 
natural if we follow our release policy 
https://www.apache.org/legal/release-policy.html , which defines a simple 
release approval process for releasing source code that makes the project's PMC 
https://www.apache.org/foundation/how-it-works.html responsible for the 
release, as opposed to our individual contributors and release managers.

This means that if the released software is ever involved in legal action and 
someone has to testify or produce information as part of a subpoena, or worse, 
it's the Foundation which is in charge of that and not our individual 
contributors. These things happen from time to time, not very often but they 
can represent a lot of work and aggravation that none of us are looking for. 
The 2011 subpoena to Apache around Java and Android 
http://www.groklaw.net/articlebasic.php?story=20110509221136468 is just one 
example of that. Produce documents reflecting all communications between 
someone and Apache, how fun is that?

The goal of our release process is to make it very clear what an Apache Release 
is, and also clarify that anyone using our software in other ways, by getting 
it directly from our code repositories for example, does so at their own risk. 
If it's not an Apache Release we didn't give it to them, they grabbed it on 
their own initiative and have to accept the consequences of that.

The Rest is for Contributors

This leads to a second and related item: developer builds, which happen much 
more often than releases, often daily, and that people can easily download and 
use.

Those builds are meant for contributors to our projects, to use in development 
and testing as part of their contribution activities.

To avoid any confusion, it is important to clearly label them as such, and to 
draw a clear line between them and official Apache Releases. They should only 
be advertised in places where developers who are part of our communities (as 
opposed to the general public) can see them, and with suitable disclaimers.

In our world of continuous deployment and automated builds, the lines between 
what's a release and what's just tagged code that works for someone are often 
blurred. That's totally fine from a technical point of view, and often 
desirable when one wants to move fast, but we shouldn't forget about the 
possible legal implications ot distributing software.

Let's make sure we take advantage of the well-designed Apache Legal Shield that 
the Foundation provides to us, by strictly following our release policy and 
clearly specifying what is what in terms of downloadable software.

I never thought I'd write a blog post on a legal topic, so here's the FUN 
DISCLAIMER: As mentioned, I am not a lawyer by far, and the above should not be 
considered legal advice - just a pragmatic view that can hopefully help our 
contributors better understand the related issues. For legal advice, consult 
your own legal advisor! And if you're thirsty after reading all this, get a 
drink and give a toast to the ASF and its founders!

Many thanks to the fellow Apache members who provided feedback and additional 
ideas for this post.

. . . 

Bertrand Delacretaz works as a Principal Scientist with the Adobe Research team 
in Basel, Switzerland. He spends a good portion of his time advocating and 
implementing Open Development as a way to make geographically dispersed teams 
more efficient and more fun for his coworkers. Bertrand is also an active 
Member of the Apache Software Foundation, currently on his tenth term on the 
Foundation's Board of Directors (Fiscal Year 2018-2019).

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"Success at Apache" is a monthly blog series that focuses on the processes 
behind why the ASF "just works" 
https://blogs.apache.org/foundation/category/SuccessAtApache

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