As an introduction to those here in Maven land, I'm the VP of Brand Management at the Apache Software Foundation, and I and my officer's committee at trademarks@ are responsible for setting brand policy for all Apache projects, including trademark usage by third parties.

Since this includes comments specifically about Apache trademark policy, I thought it would be important to clarify or correct some things. People may be interested in reading Apache's formal trademark policy, as well as several other linked policies about domains, events, etc.:

  http://www.apache.org/foundation/marks/

Jason van Zyl wrote:
Doug, this is only part of the story but if we are strictly talking about trademarks here then people should understand what that discussion is about.

What Sonatype was seeking was the use of "Maven Central" as a service mark in very much the same way Doug Cutting's company, Cloudera, has been granted a memorandum of understanding (MOU) for the service mark "Hadoop World".

I believe these are significantly different things, and it is disingenuous to compare them as such.

For one, Cloudera has worked constructively with the Apache Conferences Committee on the branding for their Hadoop World event, and actively and productively worked with Apache on securing the MOU; in fact it was recently updated and renewed for a second year by both sides. I have not seen the same kind of behavior on Sonatype's side on the core attribution issue.

Secondly, event branding is a very different thing than services branding, especially in the case of Maven Central, where the service is such a central part of how our Maven software works.

These service marks are for services provided to the community and not intended for commercial purposes. One could argue "Hadoop World" is a marketing event for Cloudera used to drive sales and raise awareness about Cloudera's involvement in Hadoop, but it's an event held for the community and it's free of charge. You'll notice that's it's not "Apache Hadoop World", it's "Hadoop World". You can see an example of the usage here:

http://ostatic.com/blog/cloudera-announces-hadoop-world-and-hadoop-marches-on

Since that's an OStatic news article, it's OStatic's responsibility, not Cloudera's. While news articles without sufficient attributions or link backs to Apache project's home pages are certainly an issue in terms of both the details of trademarks as well as the overall effect of their reputation, news articles are a fundamentally different thing than corporate homepages, or product or download pages.

You will also note that what Sonatype is repeatedly accused of which is to use "Maven" and not "Apache Maven" you will notice in the link above Cloudera seems to be exempt from. Not a single mention of Apache Hadoop in that press release. Actually if you walk all over the Cloudera site you'll find similar, if not worse abuses, all over their site.

Both the Hadoop PMC and trademarks@ welcome specific reports of third parties improperly using Apache marks by third parties. If it's a news article, like that OStatic article, then it's probably best to address it to press@ though.

This all seems to be fine for Cloudera, a company founded by Doug Cutting who is on the Apache Board. Cloudera knows this and has been gradually fixing things, but they were granted an MOU for "Hadoop World" and no severe action was taken against Cloudera as a company. Apache is purportedly and organization based on the participation of individuals so really one wouldn't expect any targeted action against a company. Doug should know better than anyone how these things work, working toward and eventually becoming a member of the Apache Board.

We also have the example http://www.tomcatexpert.com/ which also seems to be fine, and you'll note this original infraction occurred while Jim Jagielski was involved with SpringSource. Jim, as Doug, is on the Apache Board. The Apache board took no severe action in the case of TomcatExpert site.

In both cases either trademarks@, concom@, or the relevant PMCs have been working with the third parties in question, and those third parties have responded constructively. These are not board issues; the board has delegated these responsibilities, and the board only steps in when necessary. Such as when a third party does not comply with requests.


Now, I don't find any of the cases cited above as egregious misappropriation of Apache property, but simply a way for companies involved with Apache to get some recognition for the work they do and to promote their involvement with the projects they've helped make successful. These uses never particularly bothered me. What I take exception to is that the fact that grants of these exceptions seem selective, Apache policies regarding trademarks are made up on the fly, and that what other companies have been granted at Apache, Sonatype is not.

I'm not quite sure how to address your statement "Apache policies regarding trademarks are made up on the fly" other than to say I find it somewhat offensive. We have a number of web pages detailing our trademark policies, and I assure you, they were not "made up on the fly", rather were a process of multiple ASF members, officers, and ASF counsel over a period of months.

In addition, the Apache Board felt the Maven PMC dysfunctional for not being more forceful with this trademark issue even though the Apache Board, by example, has never been this forceful with any other company as a whole. Not Wandisco, not Cloudera, not SpringSource.

Again, the board only steps in when trademarks@ and the relevant PMCs can't make progress. And re: WANdisco, you really want to pull that card out? The Subversion PMC called them out on their poor behavior with Apache marks very publicly and officially here:

https://blogs.apache.org/foundation/entry/apache_subversion_to_wandisco_1

The Subversion PMC pulled this kind of response together without assistance in a few weeks, and WANdisco made substantiative changes in response to it in fairly short order. This is in wide variance to both the Maven PMC's behavior in past years, and in particular in wide variance to Sonatype's behavior on specific issues.

In this regard the Maven PMC should have been disbanded, but instead the board targeted a whole company. Which by Apache's own philosophy of itself being a collection of individuals seems rather odd to me.

So that's a summary of the trademark issue and Doug started the conversation with trademarks so I'm fine disclosing that part of the story.

Actually, I think you missed the most important issue, which is Sonatype's continued and explicit refusal as an organization to recognize the "MAVEN" mark with respect to our Apache Maven product. This explicit refusal of such a key point about respect of Apache brands and a willingness to give proper credit to the Apache communities that build our software is something I have not seen in any other company in the past two years I've served in this role.

I have been glad to see a number of other positive branding changes and attributions that Sonatype has made as a result of our requests in the past few months. I'm certainly appreciative of the tremendous amount of work that Brian Fox has put in on this issue. But when your organization is explicitly refusing to recognize that this community and the ASF have been the true source for Maven software for the past many years, well, I find your umbrage to be somewhat misplaced.

- Shane


If Doug and Jim want to continue the discussion about the other major issue then again, I will leave the initiation of that discussion to them.

On Jun 17, 2011, at 7:54 AM, Doug Cutting wrote:

For many months the board has been asking the Maven project to obtain
proper attribution from Sonatype for Apache's "Maven" trademark.
Sonatype has thus far failed to comply.  The Sonatype website states
only that "Apache Maven" is a trademark of the ASF, not that "Maven"
alone is also a trademark of the ASF.  Since Sonatype seems to dispute
that this trademark belongs to Apache, Sonatype employees are unable to
simultaneously legally act for Sonatype and Apache at the same time.  So
the ASF has removed Sonatype employees from the Maven PMC in order to
remove them from conflict.

Doug

On 06/16/2011 05:11 PM, Jason van Zyl wrote:
Jeff,

I believe this strictly falls within the purview of the Apache Board to
explain. In particular Jim, Doug and Shane.

Only the board has the right to reveal the business that has been
transacted on private lists.

Rest assured that's Sonatype's commitment to Maven users and our pursuit
of innovation with respect to Maven-related technologies has not
stopped, and will not stop.

On Jun 16, 2011, at 9:42 AM, Jeff Jensen wrote:

Is there a forthcoming explanation for a seemingly Maven PMC shakeup?
I find it odd that consistently excellent contributors such as Lukas,
Brian, et al are suddenly not on the Maven PMC.  This is concerning as
these are people who have drastically improved and moved Maven
forward.  It's very concerning that a heavy committer such as Benjamin
is no longer committing as he has done very useful, fantastic work.
These events are very concerning for the forward progress of Maven.
The strong temptations for competitive products, a la Gradle, do not
allow Maven progress to stop; particularly the best progress to date
of the past year.  These events are detrimental.  For us uninformed,
what happened, why is it good, what is the plan forward behind this?

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Thanks,

Jason

----------------------------------------------------------
Jason van Zyl
Founder,  Apache Maven
http://twitter.com/jvanzyl
---------------------------------------------------------

We all have problems. How we deal with them is a measure of our worth.

-- Unknown




Thanks,

Jason

----------------------------------------------------------
Jason van Zyl
Founder,  Apache Maven
http://twitter.com/jvanzyl
---------------------------------------------------------

happiness is like a butterfly: the more you chase it, the more it will
elude you, but if you turn your attention to other things, it will come
and sit softly on your shoulder ...

-- Thoreau




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