Re: [tdf-discuss] How Close Is TDF...? [WAS Re: OpenOffice.org Apache Incubator Proposal: Splitting^H^H^H^H^H^H^H^H^HREUNITING the Community?]

2011-06-18 Thread Robert Burrell Donkin
On Thu, Jun 9, 2011 at 12:01 PM, Florian Effenberger
 wrote:



> I guess a slight risk that needs to be taken care of exists in all
> constellations. In the worst (!) situation, Apache could die as foundation,
> so could TDF. For TDF, it is rather unlikely, as German foundations are
> built in a way they can not vanish that easily. That's why the incorporation
> takes so long, and that's exactly why we've voted for Germany. Once you're
> established, you are approved that your budgets and statutes are safe that a
> long-lasting foundation is nearly guaranteed.

IMHO For any software foundation, legal risk is probably the most
serious one faced.

>>> The question is similar to "What would be if Apache Foundation stopped to
>>> exist tomorrow?".
>>
>> (Each member has the information required to quickly reboot an ASF clone)
>
> Sure, but what would happen to the assets, as the "reboot" would a different
> legal entity?

Beyond the brand, Apache chooses to have few assets or employees (I
can remember the time when we had none of either)

> What I want to say: I guess the theoretical risks are as high for Apache
> than for any other foundation, including TDF.

Different organisations adopt different strategies, and this is
reflect in their degree of legal risk.

Apache takes IP risks very seriously and has an excellent pro-bono
team together with a broader community of experts. Our framework is
public and open for others to learn from. We (and some corporate
players like IBM) believe that this reduces our risk to an acceptable
level.

>> Will TDF be in a position to easily clone and reboot without serious
>> damage to the wider ecosystem?
>
> Well, normally, it is not needed, as - see above - German foundations are
> built in a very stable way. However, in the worst case, I think the
> situation would be similar to other foundations. The knowledge is public, so
> anyone could do what we have done. The only question is the legal assets,
> but that would happen to every entity and foundation. Apache would have the
> same struggles we would have in the very unlikely event of closing the
> foundation.

Apache (and foundations with similar structures) are carefully
structured to allow easy replacement within the ecology. But a
trade-off exists and others choose differently.



>> If a legal dispute bankrupted TDF, what would prevent assets
>> transferred being sold?
>
> The law. Even with the currently existing association there are rules for
> what the existing property has to be used, in our case public, chartibable
> purposes, that serve similar purposes as we do. So, selling them to a
> corporation would be *not* possible when the association gets bankrupt. I
> guess that it's even more strict for foundations what you can do with your
> assets.

Good :-)

(worth explaining on the website since this setup isn't possible in
many jurisdictions)

>> Could you expand on the precise meaning of "relicensing" in this case?
>
> Basically, what you received from Oracle:
> Instead of LGPLv3, the code you have been granted has been (re)licensed
> unter the Apache license.

I expect the donation to arrive at Apache using a software grant [1]
(or possibly a CCLA [2]). Apache will then offer licenses to the
public. Oracle need not offer the public a license. This means that
well tested contractual licensing is used between Oracle and Apache
whilst the unilateral public licensing is issued by a non-profit.

> We asked for having it (re)licensed under the
> LGPLv3+/MPL.

Dual licensing is problematic and requires considerable bookkeeping to
track provenance. AIUI TDF uses LGPLv3 (please jump in if I've
misunderstood). So why did the TDF ask for a dual license?

> So, we didn't ask for an exclusive license, nor a copyright
> transfer, but rather for having the existing code licensed under a different
> license, just as it happened with you afterwards.

(As explained above, the details were quite different.) Now, you can
obtain a public license from Apache compatible downstream with the
LGPLv3.

If Oracle issued a public LGPLv3 license for the code covered by the
Apache donation, what advantages would this have for the TDF which the
public license from Apache does not?

>> AIUI Trademarks have to be defended and maintained. A transfer
>> therefore implies costs (above an unlimited license, say) but allows
>> tighter control.
>
> I know, but we have the legal options of maintaining and defeating
> trademarks. Actually, if that side-note is allowed, I am the one who started
> approaching the download fraud sites back in 2008 or 2009, in my role as
> Marketing Project (back then) Co-Lead. So, I am not totally unexperienced in
> this area. ;-)

So, the TDF brings existing legal experience in trademark defense.

>> Does TDF own rights to the LibreOffice brand?
>
> Yes. "LibreOffice" and "The Document Foundation" are registered trademarks
> in the EU, other applications pending:
>
> http://esearch.oami.europa.eu/copla/trademark/data/1

Re: [tdf-discuss] How Close Is TDF...? [WAS Re: OpenOffice.org Apache Incubator Proposal: Splitting^H^H^H^H^H^H^H^H^HREUNITING the Community?]

2011-06-09 Thread Florian Effenberger

Hi,

Robert Burrell Donkin wrote on 2011-06-09 12.22:


In addition, such topics could be covered by a contract. I can imagine,
without speaking officially for the German association here, that there
would have been no problem in signing a contract that sets certain
limitations on what could be done with the assets. Like "You have to keep
the assets, do not sell them, and do not make closed source out of things.
If you cannot manage them at some point in the future, you have to hand them
over to another entity taking care of that.".


True but requires a level of trust in the corporate counter-party (for
anything more than a simple and clean contract). Too often, just
nothing more than a move in the game...


I guess a slight risk that needs to be taken care of exists in all 
constellations. In the worst (!) situation, Apache could die as 
foundation, so could TDF. For TDF, it is rather unlikely, as German 
foundations are built in a way they can not vanish that easily. That's 
why the incorporation takes so long, and that's exactly why we've voted 
for Germany. Once you're established, you are approved that your budgets 
and statutes are safe that a long-lasting foundation is nearly guaranteed.



The question is similar to "What would be if Apache Foundation stopped to
exist tomorrow?".


(Each member has the information required to quickly reboot an ASF clone)


Sure, but what would happen to the assets, as the "reboot" would a 
different legal entity?


What I want to say: I guess the theoretical risks are as high for Apache 
than for any other foundation, including TDF.



Will TDF be in a position to easily clone and reboot without serious
damage to the wider ecosystem?


Well, normally, it is not needed, as - see above - German foundations 
are built in a very stable way. However, in the worst case, I think the 
situation would be similar to other foundations. The knowledge is 
public, so anyone could do what we have done. The only question is the 
legal assets, but that would happen to every entity and foundation. 
Apache would have the same struggles we would have in the very unlikely 
event of closing the foundation.



I guess it depends on the type of the exact license. An asset transfer is
"more" than a license, and gives more safety and stability,


IMHO the choice between licensing and ownership is not so simple, and
there are times when licensing has advantages...


Sure. The transfer of ownership in the letter of intent was one option, 
but for sure a license, if crafted carefully, could serve similar options.



If a legal dispute bankrupted TDF, what would prevent assets
transferred being sold?


The law. Even with the currently existing association there are rules 
for what the existing property has to be used, in our case public, 
chartibable purposes, that serve similar purposes as we do. So, selling 
them to a corporation would be *not* possible when the association gets 
bankrupt. I guess that it's even more strict for foundations what you 
can do with your assets.



Could you expand on the precise meaning of "relicensing" in this case?


Basically, what you received from Oracle:
Instead of LGPLv3, the code you have been granted has been (re)licensed 
unter the Apache license. We asked for having it (re)licensed under the 
LGPLv3+/MPL. So, we didn't ask for an exclusive license, nor a copyright 
transfer, but rather for having the existing code licensed under a 
different license, just as it happened with you afterwards.



AIUI Trademarks have to be defended and maintained. A transfer
therefore implies costs (above an unlimited license, say) but allows
tighter control.


I know, but we have the legal options of maintaining and defeating 
trademarks. Actually, if that side-note is allowed, I am the one who 
started approaching the download fraud sites back in 2008 or 2009, in my 
role as Marketing Project (back then) Co-Lead. So, I am not totally 
unexperienced in this area. ;-)



Does TDF own rights to the LibreOffice brand?


Yes. "LibreOffice" and "The Document Foundation" are registered 
trademarks in the EU, other applications pending:


http://esearch.oami.europa.eu/copla/trademark/data/1/1/009444571

(It still speaks of "OpenOffice.org Deutschland e.V." as the name change 
is pending at the registry court; afterwards, the trademark application 
will read "Freies Office Deutschland e.V.")


Florian

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Re: [tdf-discuss] How Close Is TDF...? [WAS Re: OpenOffice.org Apache Incubator Proposal: Splitting^H^H^H^H^H^H^H^H^HREUNITING the Community?]

2011-06-09 Thread Robert Burrell Donkin
On Tue, Jun 7, 2011 at 3:55 PM, Florian Effenberger
 wrote:
> Hi,

> Robert Burrell Donkin wrote on 2011-06-07 09.00:
>
>> (I'll try to avoid asking too many questions at once)
>
> Feel free, I try to reply to all of them, if they haven't been replied in
> the meantime by someone else. Hard time following all mail threads. :-)

meetoo

>> 1. What would constrain this legal entity from closed sourcing these
>> assets or selling them?
>
> Our statutes. We have binding statutes that are for fostering free office
> software, and we are acknowledged of being charitable. So, "simply" changing
> or closing down things would be nearly impossible.

Great :-)

> In addition, such topics could be covered by a contract. I can imagine,
> without speaking officially for the German association here, that there
> would have been no problem in signing a contract that sets certain
> limitations on what could be done with the assets. Like "You have to keep
> the assets, do not sell them, and do not make closed source out of things.
> If you cannot manage them at some point in the future, you have to hand them
> over to another entity taking care of that.".

True but requires a level of trust in the corporate counter-party (for
anything more than a simple and clean contract). Too often, just
nothing more than a move in the game...

> The question is similar to "What would be if Apache Foundation stopped to
> exist tomorrow?".

(Each member has the information required to quickly reboot an ASF clone)

> For all these things, precautions can be taken. :)

+1

Will TDF be in a position to easily clone and reboot without serious
damage to the wider ecosystem?

>> 2. What would transfer of assets achieve for the TDF that a license would
>> not?
>
> I guess it depends on the type of the exact license. An asset transfer is
> "more" than a license, and gives more safety and stability,

IMHO the choice between licensing and ownership is not so simple, and
there are times when licensing has advantages...

If a legal dispute bankrupted TDF, what would prevent assets
transferred being sold?

> but depending on what is in the license, the latter one could have been 
> enough.

(So, I'd like to work towards a clearer public understanding of these
essential requirements)

> But, we need to see two things:
>
> If you read the letter of intent, we did not ask for a copyright assignment
> (i.e. asset transfer) on the *code*, but rather for a relicensing of the
> code.

Talking about a work having a license is useful short hand but I
sometimes find this language confusing. More precisely but less
concisely upstream producers issue licenses which permit downstream
consumers to perform actions otherwise restricted by one or more IP
law.

Could you expand on the precise meaning of "relicensing" in this case?

> We did indeed ask for a *trademark* transfer (i.e. asset transfer),
> but I guess a good license could have worked as well. It's hard to predict
> that without knowing details, of course, but discussing always helps... :)

AIUI Trademarks have to be defended and maintained. A transfer
therefore implies costs (above an unlimited license, say) but allows
tighter control.

Does TDF own rights to the LibreOffice brand?

Robert

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Re: [tdf-discuss] How Close Is TDF...? [WAS Re: OpenOffice.org Apache Incubator Proposal: Splitting^H^H^H^H^H^H^H^H^HREUNITING the Community?]

2011-06-07 Thread Florian Effenberger

Hi,

Robert Burrell Donkin wrote on 2011-06-07 09.00:


(I'll try to avoid asking too many questions at once)


Feel free, I try to reply to all of them, if they haven't been replied 
in the meantime by someone else. Hard time following all mail threads. :-)



1. What would constrain this legal entity from closed sourcing these
assets or selling them?


Our statutes. We have binding statutes that are for fostering free 
office software, and we are acknowledged of being charitable. So, 
"simply" changing or closing down things would be nearly impossible.


In addition, such topics could be covered by a contract. I can imagine, 
without speaking officially for the German association here, that there 
would have been no problem in signing a contract that sets certain 
limitations on what could be done with the assets. Like "You have to 
keep the assets, do not sell them, and do not make closed source out of 
things. If you cannot manage them at some point in the future, you have 
to hand them over to another entity taking care of that.".


The question is similar to "What would be if Apache Foundation stopped 
to exist tomorrow?". For all these things, precautions can be taken. :)



2. What would transfer of assets achieve for the TDF that a license would not?


I guess it depends on the type of the exact license. An asset transfer 
is "more" than a license, and gives more safety and stability, but 
depending on what is in the license, the latter one could have been enough.


But, we need to see two things:

If you read the letter of intent, we did not ask for a copyright 
assignment (i.e. asset transfer) on the *code*, but rather for a 
relicensing of the code. We did indeed ask for a *trademark* transfer 
(i.e. asset transfer), but I guess a good license could have worked as 
well. It's hard to predict that without knowing details, of course, but 
discussing always helps... :)


Florian

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Re: [tdf-discuss] How Close Is TDF...? [WAS Re: OpenOffice.org Apache Incubator Proposal: Splitting^H^H^H^H^H^H^H^H^HREUNITING the Community?]

2011-06-07 Thread Jim Jagielski

On Jun 6, 2011, at 4:20 PM, Florian Effenberger wrote:

> Hi,
> 
> Jim Jagielski wrote on 2011-06-06 22.13:
>> Good to see the list... Not knowing things for sure, but I
>> would guess that Oracle had issues with #3, which gave away
>> (what I would expect to be) huge chunks of h/w infrastructure,
>> esp to an entity which was still in the process (though close!)
>> of finalizing its foundational status...
> 
> your interpretation of #3 is wrong. It reads "available for transfer", and 
> emphasizes that by "into The Document Foundation's infrastructure". There is 
> not a single word about hardware wanted.
> 

Thx for the clarification... BTW, it also mentions

"integration with Oracle ERP and CRM stacks"

Did you really want (and expect) direct access to such incredibly
sensitive and important parts of Oracle's business structure?
How does that help the "community"? It seems much more something
a competing business would want.
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Re: [tdf-discuss] How Close Is TDF...? [WAS Re: OpenOffice.org Apache Incubator Proposal: Splitting^H^H^H^H^H^H^H^H^HREUNITING the Community?]

2011-06-07 Thread Cor Nouws

Robert Burrell Donkin wrote (07-06-11 09:00)


The TDF certainly seems confident. People (and corporations) are often
reluctant to accept claims from campaigning organisations without
public evidence. Hopefully, we might be able to work together to
establish clearly and in public where the TDF is today and where it
might be tomorrow.


All fine to show what TDF is - we do that oh so often. But could you pls 
explain what purpose this would serve in the Apache OOO project ?


Thanks,

--
 - Cor
 - http://nl.libreoffice.org


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Re: [tdf-discuss] How Close Is TDF...? [WAS Re: OpenOffice.org Apache Incubator Proposal: Splitting^H^H^H^H^H^H^H^H^HREUNITING the Community?]

2011-06-07 Thread Robert Burrell Donkin
On Mon, Jun 6, 2011 at 9:21 PM, Volker Merschmann  wrote:
> Hi,
>
> 2011/6/6 Jim Jagielski :
>> On Jun 6, 2011, at 3:57 PM, Volker Merschmann wrote:
>>> 2011/6/6 Robert Burrell Donkin :

 Until the TDF has taken that last step, expect to be challenged about
 your readiness ;-)

 I'd like to take up your offer :-)

 But here on this list and on the understanding that we're trying to
 work together to assess for the public record how close the TDF is

>>> TDF is so near that it had offered help to Oracle last month:
>>> http://blog.documentfoundation.org/2011/06/06/publishing-our-recommendation-to-oracle/

The TDF certainly seems confident. People (and corporations) are often
reluctant to accept claims from campaigning organisations without
public evidence. Hopefully, we might be able to work together to
establish clearly and in public where the TDF is today and where it
might be tomorrow.

>> Good to see the list... Not knowing things for sure, but I
>> would guess that Oracle had issues with #3, which gave away
>> (what I would expect to be) huge chunks of h/w infrastructure,
>> esp to an entity which was still in the process (though close!)
>> of finalizing its foundational status...
>>
> I think you have misread that.

That's the way I read it too. Thanks for clarifying.

> There was no question for getting any
> infrastructure or hardware. Just the possiblity to _transfer_ the
> content of wikis/web etc.
> This is the same as with ASF now.
> And you oversee (as many) that there is an interim legal entity, the
> "Freies Office Deutschland e.V.".

(I'll try to avoid asking too many questions at once)

1. What would constrain this legal entity from closed sourcing these
assets or selling them?
2. What would transfer of assets achieve for the TDF that a license would not?

Robert

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Re: [tdf-discuss] How Close Is TDF...? [WAS Re: OpenOffice.org Apache Incubator Proposal: Splitting^H^H^H^H^H^H^H^H^HREUNITING the Community?]

2011-06-06 Thread Volker Merschmann
Hi,

2011/6/6 Jim Jagielski :
> On Jun 6, 2011, at 3:57 PM, Volker Merschmann wrote:
>> 2011/6/6 Robert Burrell Donkin :
>>>
>>> Until the TDF has taken that last step, expect to be challenged about
>>> your readiness ;-)
>>>
>>> I'd like to take up your offer :-)
>>>
>>> But here on this list and on the understanding that we're trying to
>>> work together to assess for the public record how close the TDF is
>>>
>> TDF is so near that it had offered help to Oracle last month:
>> http://blog.documentfoundation.org/2011/06/06/publishing-our-recommendation-to-oracle/
>>
>
> Good to see the list... Not knowing things for sure, but I
> would guess that Oracle had issues with #3, which gave away
> (what I would expect to be) huge chunks of h/w infrastructure,
> esp to an entity which was still in the process (though close!)
> of finalizing its foundational status...
>
I think you have misread that. There was no question for getting any
infrastructure or hardware. Just the possiblity to _transfer_ the
content of wikis/web etc.
This is the same as with ASF now.
And you oversee (as many) that there is an interim legal entity, the
"Freies Office Deutschland e.V.".


Volker


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Re: [tdf-discuss] How Close Is TDF...? [WAS Re: OpenOffice.org Apache Incubator Proposal: Splitting^H^H^H^H^H^H^H^H^HREUNITING the Community?]

2011-06-06 Thread Florian Effenberger

Hi,

Jim Jagielski wrote on 2011-06-06 22.13:

Good to see the list... Not knowing things for sure, but I
would guess that Oracle had issues with #3, which gave away
(what I would expect to be) huge chunks of h/w infrastructure,
esp to an entity which was still in the process (though close!)
of finalizing its foundational status...


your interpretation of #3 is wrong. It reads "available for transfer", 
and emphasizes that by "into The Document Foundation's infrastructure". 
There is not a single word about hardware wanted.


Florian

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Re: [tdf-discuss] How Close Is TDF...? [WAS Re: OpenOffice.org Apache Incubator Proposal: Splitting^H^H^H^H^H^H^H^H^HREUNITING the Community?]

2011-06-06 Thread Jim Jagielski

On Jun 6, 2011, at 3:57 PM, Volker Merschmann wrote:

> Hi Robert,
> 
> 2011/6/6 Robert Burrell Donkin :
>> 
>> Until the TDF has taken that last step, expect to be challenged about
>> your readiness ;-)
>> 
>> I'd like to take up your offer :-)
>> 
>> But here on this list and on the understanding that we're trying to
>> work together to assess for the public record how close the TDF is
>> 
> TDF is so near that it had offered help to Oracle last month:
> http://blog.documentfoundation.org/2011/06/06/publishing-our-recommendation-to-oracle/
> 

Good to see the list... Not knowing things for sure, but I
would guess that Oracle had issues with #3, which gave away
(what I would expect to be) huge chunks of h/w infrastructure,
esp to an entity which was still in the process (though close!)
of finalizing its foundational status...


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Re: [tdf-discuss] How Close Is TDF...? [WAS Re: OpenOffice.org Apache Incubator Proposal: Splitting^H^H^H^H^H^H^H^H^HREUNITING the Community?]

2011-06-06 Thread Volker Merschmann
Hi Robert,

2011/6/6 Robert Burrell Donkin :
> On Sun, Jun 5, 2011 at 8:02 PM, Florian Effenberger
>  wrote:
>> Greg Stein wrote on 2011-06-05 20.39:
>
> 
>
 This might not affect other topics, but honestly, I think the perception
 of
 what already is in existence is not clear enough for many parties on this
 list. :-) Hope I could shed some light on it...
>>>
>>> You very much did. Thank you!
>
> +1
>
>> Thanks! If there are questions, feel free to ask them. I elaborated on that
>> topic so much, as I fear that there are just false rumors spreading at the
>> moment. It is definitely not right that TDF is unable to handle things that
>> would be required due to Oracle's new step. We *are* able to handle things,
>> not only from the community, but also from the legal perspective. If people
>> doubt that, I am happy to discuss this in public as well but we never have
>> been asked these questions - it was simply presumed we weren't ready yet.
>> Which is just wrong.
>
> Until the TDF has taken that last step, expect to be challenged about
> your readiness ;-)
>
> I'd like to take up your offer :-)
>
> But here on this list and on the understanding that we're trying to
> work together to assess for the public record how close the TDF is
>
TDF is so near that it had offered help to Oracle last month:
http://blog.documentfoundation.org/2011/06/06/publishing-our-recommendation-to-oracle/

Bye

Volker


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[tdf-discuss] How Close Is TDF...? [WAS Re: OpenOffice.org Apache Incubator Proposal: Splitting^H^H^H^H^H^H^H^H^HREUNITING the Community?]

2011-06-06 Thread Robert Burrell Donkin
(I've dropped the cross post to the Apache Incubator since I'd like to
pick up just the topic of readiness)

On Sun, Jun 5, 2011 at 8:02 PM, Florian Effenberger
 wrote:
> Greg Stein wrote on 2011-06-05 20.39:



>>> This might not affect other topics, but honestly, I think the perception
>>> of
>>> what already is in existence is not clear enough for many parties on this
>>> list. :-) Hope I could shed some light on it...
>>
>> You very much did. Thank you!

+1

> Thanks! If there are questions, feel free to ask them. I elaborated on that
> topic so much, as I fear that there are just false rumors spreading at the
> moment. It is definitely not right that TDF is unable to handle things that
> would be required due to Oracle's new step. We *are* able to handle things,
> not only from the community, but also from the legal perspective. If people
> doubt that, I am happy to discuss this in public as well but we never have
> been asked these questions - it was simply presumed we weren't ready yet.
> Which is just wrong.

Until the TDF has taken that last step, expect to be challenged about
your readiness ;-)

I'd like to take up your offer :-)

But here on this list and on the understanding that we're trying to
work together to assess for the public record how close the TDF is

Okay?

Robert

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