Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-18 Thread Simon Josefsson
Dave CROCKER d...@dcrocker.net writes:

 My assumption was not that the work was available for IETF use.

 My assumption was that the IETF owned the work.  Pure and simple.

 The IETF was free to do whatever the hell if felt like with the work
 and I retained no rights.  Use it.  Give it to another group.  Kill
 it.  Whatever.

 Really.  That's the cultural basis that I believe formed this
 community and informed participants in it.

 d/

 ps.  Well, to be more complete, I assumed that IETF ownership meant
 that the document was required to be publicly available and -- though
 I didn't know the term at the time -- there was public permission for
 derivative works by whoever felt like doing the deriving.

These are good ideas to put in a requirements for IETF copying license
document, as input to lawyers to craft legal text for.  When translated
into legal text, I believe the IETF cultural preference maps closely to
the BSD license.

None of the RFC policies around copyright (including RFC 2026, RFC 3978,
and RFC 5378) are close to your assumptions.  Most critically, none of
the policies transfers copyrights from the contributor to the IETF.

It is unfortunate that there has been such a big gap between the IETF
policy texts and what many people with long IETF experience believe it
should say.  This complicated the IPR WG effort: rather than letting the
new text map more closely to the IETF culture, the document authors
re-used text from earlier documents.

/Simon
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RE: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-18 Thread John C Klensin


--On Wednesday, 17 December, 2008 20:29 -0800 Lawrence Rosen
lro...@rosenlaw.com wrote:

 Reply below. /Larry
...
 [LR:] I am asking as an attorney and IETF participant (we're
 all individuals here, I've been told, with individual
 opinions) who is anxious to understand why so many people on
 here are worried about copyright infringement and are seeking
 to protect copyrights they don't even have the honesty to claim
 outright. I care about IETF specifications in this email
 thread, not about any specific clients. As to whether I might
 represent one or more clients on this issue, my lips are
 sealed.

To answer a slightly different question, but one that may be
more useful, the IETF was propelled along the path of specific
policies, with the original ones clearly recognizing the
installed base, because of credible threats to block work
unless everything were rewritten from scratch to (at least)
remove all of the author's sentences.  The situation I remember
best involved work built on the author's text, but the WG
consensus differed from the author's concepts in some ways he
considered fundamental.   I don't recall the details, but I
believe that the threats extended at least into cease and desist
letters, not just the usual profile of posturing, noise, and
idle threats.

I think it would be fair to summarize the thinking of the
powers-that-be at the time as just not wanting to be the target
of that kind of interaction and process, much less any legal
action that might follow, regardless of estimates about who
would prevail in such an action.   You are, of course, entitled
to any opinions you may have about whether that was the right
decision and whether it was properly implemented.   However,
because it appeared nearly certain that any specific and
well-funded legal effort would result in significant delays to
the IETF's work, a large fraction of the community who were
close to the issues --probably large enough to constitute rough
consensus-- because extremely risk-adverse, where the perceived
risk involved the opportunity for lost time, service of
various documents and responses, preparation of other documents,
interaction with courts, etc., rather than more specific
questions about who would ultimately prevail.

My apologies for not supplying specific names, dates, and
descriptions of the incident, but there have also been threats
of libel actions if the positions of the actors were not
represented accurately (see risk-adversity and definition above)
and, independent of that, I have no wish to resurrect the ghosts
of that incident in the magical time of year (or ever).  But we
have certainly had people in the community who have tried to use
copyright in document text to impede the IETF process and to
strike out against people and actions of which they disapproved.

Finally, for better or worse, your belief that Both are
absolutely essential for implementation of open standards does
not represent the consensus in the IETF community, or at least
has not represented it so far, unless you use the term open
standards in a way that makes it tautologically true.
Certainly the FOSS community has managed to implement standards
from, e.g., ITU, JTC1, and several ISO member bodies whose text
is as or more restricted than anything the IETF has proposed.
Perhaps that has been done on the basis of advice from you or
others that no one is likely to actually try to enforce the
intrinsic or claimed rights, but the organizations that hold
those rights have not been persuaded to change their policies or
claims as a result.

I see a problem here, not necessarily because of claims someone
might assert but because of claims that 5378 requires authors to
assert.  The latter turns this into a series of decisions by
individuals and, in some situations, their employers.  If even a
few of them are sufficient adverse to the risk of getting tied
up in legal proceedings, we end up in exactly the situation that
we started down the path of IETF IPR policies to avoid --
significant delays to, or disruption of, the orderly progress of
the standards process.  Unless you are willing to give us legal
advice on which we can rely (and presumably, with it, assurances
that doing so would not put you in a potential conflict of
interest with anyone [else] who might have retained you), your
trying to make estimates of the likelihood of someone asserting
claims (and/or prevailing if they did) don't help me or the IETF
very much.

But the core of the issue I'm having with your note is that I
believe we have gotten ourselves into a situation that requires
a solution in the near term.  I see reintroducing an argument
that everything should just be free (presumably as in free
beer) -- an argument that IETF WGs have rejected several
times-- and the rehashed discussion that would follow as a
distraction and impediment to getting to such a solution, not a
help on the critical path to making progress.  YMMD, of course,
but let's be explicit about 

RE: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-18 Thread Dave Cridland

On Thu Dec 18 11:08:09 2008, John C Klensin wrote:

To answer a slightly different question, but one that may be
more useful, the IETF was propelled along the path of specific
policies, with the original ones clearly recognizing the
installed base, because of credible threats to block work
unless everything were rewritten from scratch to (at least)
remove all of the author's sentences.  The situation I remember
best involved work built on the author's text, but the WG
consensus differed from the author's concepts in some ways he
considered fundamental.   I don't recall the details, but I
believe that the threats extended at least into cease and desist
letters, not just the usual profile of posturing, noise, and
idle threats.


It could well be that I'm misunderstanding, but that kind of  
situation would surely fall into derogatory treatment, ie, the  
stuff covered by Article 6bis of the Berne convention, or, for UK  
people, the Copyright, Designs and Patents Act 1988 sections 80-83.  
In Berne language:


	the author shall have the right to claim authorship of the work and  
to
	object to any distortion, mutilation or other modification of, or  
other
	derogatory action in relation to, the said work, which would be  
prejudicial

to his honor or reputation.

And this sounds like, basically, what happened, at least from the  
perspective of the contributor. Note that moral rights are often not  
transferrable in various jurisdictions, and certainly aren't  
automatically transferred anywhere as far as I know - section 11bis  
seems to prevent that.


Since these are moral rights, and not copyrights, and they're not  
mentioned at all by RFC 5378, surely the situation is entirely  
unchanged by this?


To put it another way, if the intent here was to avoid a repeat of  
this incident, then what's needed here is a waiver of moral rights,  
rather than a license of copyrights, which is beyond my ability to  
figure out. (I am, incidentally, not a lawyer, for those living in  
jurisdictions which like to have that in writing somewhere).


As another point, by submitting a document as author, I take it I am  
making the claim that all rights required under RFC 5378 are granted  
by all contributors, their employers, or estates, as appropriate -  
does this open me to litigation should a contributor I didn't know  
about complains? What if someone else submits the document, am I  
still liable? Where is the record of who submitted the document if  
not? (Presumably, once the document passes through AUTH48, I must be  
liable, having given explicit assent to it).


To put this another way, is contributing a revised document to the  
IETF now too risky an action to contemplate?


Dave.
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-18 Thread Marshall Eubanks


On Dec 18, 2008, at 7:17 AM, Dave Cridland wrote:


On Thu Dec 18 11:08:09 2008, John C Klensin wrote:

To answer a slightly different question, but one that may be
more useful, the IETF was propelled along the path of specific
policies, with the original ones clearly recognizing the
installed base, because of credible threats to block work
unless everything were rewritten from scratch to (at least)
remove all of the author's sentences.  The situation I remember
best involved work built on the author's text, but the WG
consensus differed from the author's concepts in some ways he
considered fundamental.   I don't recall the details, but I
believe that the threats extended at least into cease and desist
letters, not just the usual profile of posturing, noise, and
idle threats.


It could well be that I'm misunderstanding, but that kind of  
situation would surely fall into derogatory treatment, ie, the  
stuff covered by Article 6bis of the Berne convention, or, for UK  
people, the Copyright, Designs and Patents Act 1988 sections 80-83.  
In Berne language:


	the author shall have the right to claim authorship of the work and  
to
	object to any distortion, mutilation or other modification of, or  
other
	derogatory action in relation to, the said work, which would be  
prejudicial

to his honor or reputation.

And this sounds like, basically, what happened, at least from the  
perspective of the contributor. Note that moral rights are often not  
transferrable in various jurisdictions, and certainly aren't  
automatically transferred anywhere as far as I know - section 11bis  
seems to prevent that.


Since these are moral rights, and not copyrights, and they're not  
mentioned at all by RFC 5378, surely the situation is entirely  
unchanged by this?


To put it another way, if the intent here was to avoid a repeat of  
this incident, then what's needed here is a waiver of moral rights,  
rather than a license of copyrights, which is beyond my ability to  
figure out. (I am, incidentally, not a lawyer, for those living in  
jurisdictions which like to have that in writing somewhere).




I have been involved a little in the US planning for various  
negotiations of the inclusion of webcaster rights in the
WIPO under the Berne convention (I generally oppose what has been  
proposed). At the risk of violating
my mantra (Engineers should not try and be lawyers), I do not think  
we should go there or need to go there.


Note that, while the USA is not a signatory to the Rome Convention  
(even though our WIPO negotiators
sometimes seem to like to act like we are), the USA is a signatory to  
the Berne Convention :


http://www.copyrightaid.co.uk/copyright_information/berne_convention_signatories

However, Article 6bis(3) allows national legislatures to determine the  
treatment of moral rights;
the USA has not done so. In fact, moral rights were a major sticking  
point in the US's signing the Berne convention at all.
Under the Berne Convention Implementation Act of 1988, 17 USC 101,  
Section 2 (2)
The obligations of the United States under the Berne Convention may  
be performed only pursuant to appropriate domestic law.


The IETF Trust is governed under the laws of the Commonwealth of  
Virginia, a state in the USA, so it is governed by US Law, not the  
Berne convention directly.


In the Berne Convention Implementation Act of 1988, 17 USC 101,  
Section 3 (b)


(b) Certain Rights Not Affected.--The provisions of the Berne  
Convention, the adherence of the United States thereto, and  
satisfaction of United States obligations thereunder, do no expand or  
reduce any right of an author of a work, whether claimed under  
Federal, State, or the common law--


(1) to claim authorship of the work; or
(2) to object to any distortion, mutilation, or other modification of,  
or other derogatory action in relation to, the work, that would  
prejudice the author's honor or reputation.


If you want more, I would start here : http://www.rbs2.com/moral.htm

I would urge the IETF Trust to stick to US / Virginia law only.

Regards
Marshall



As another point, by submitting a document as author, I take it I am  
making the claim that all rights required under RFC 5378 are granted  
by all contributors, their employers, or estates, as appropriate -  
does this open me to litigation should a contributor I didn't know  
about complains? What if someone else submits the document, am I  
still liable? Where is the record of who submitted the document if  
not? (Presumably, once the document passes through AUTH48, I must be  
liable, having given explicit assent to it).


To put this another way, is contributing a revised document to the  
IETF now too risky an action to contemplate?


Dave.
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-18 Thread Thomas Narten
Speaking as an individual, IANAL, etc., a few general comments...

First, overall, the issues John raises are real and need to be
addressed, IMO.

Second, I know of cases (while I was AD) where a WG participant owned
the copyright on an ID the WG had been discussing, and then balked at
making requested changes. In at least one case, a document was
rewritten in clean room fashion to get around potential problems. We
do not want to do these sorts of things. They are painful and
frustrating, they delay work, and they are a drain on precious cycles
that could better be spent doing other things.

Such scenarios may not happen often, but they can (and have)
happened. Some former IETF participants have walked away from the IETF
in a disgruntled fashion. In no way would it be acceptable for the
IETF as an organization to allow anyone to have the potential ability
to block IETF work by withholding any needed additional/new
rights. Yet, that is what RFC 5378 appears to do.

One of the features of the current IETF IPR (not copyright) policies
is that each individual WG decides on a case-by-case basis what to do
with IPR assertions. Those discussions are often messy,
non-terminating and contentious because there are unknowns (i.e.,
unquantifiable future risk), and the normal rules engineers follow
don't apply (e.g., the lawyers and licensing folk see issues very
differently than engineers do). Different people (and companies) see
the risks very differently. So what works for one individual won't
work for someone else.

Placing the responsibility on individual authors (and by implication
their employers) for getting necessary permissions to use text
contributions from others (e.g., when revising previous RFCs) is
problematic when such permissions can't easily be obtained because:

 - it places unknown/hard to quantify future risk on the individual (who may
   or may or may not care)

 - by implication, it places future risk on their employer (who
   probably very much will care)

One might hypothesize that some will say this is silly and just
continue to submit documents without worrying much. Others (like those
working for larger corporations) may well find that a general
corporate policy will not allow them to take such steps (legal
departments rarely issue blank checks for future unknown
risk). Consequently, all cases will likely be treated as exceptions to
be evaluated on individual merits and on a case-by-case basis. Anyone
who has had significant interactions with legal departments on such
matters will understand how problematic this would be in
practice. There would be a huge discincentive to authoring work of
this nature, and at best there would be (potentially lengthy)
delays. Most likely, the pool of available authors would simply
shrink. That would not be good for the IETF.

Thomas

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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-18 Thread Fred Baker

Silly question. Is this discussion more appropriate to ietf-ipr?

One could argue that ietf-ipr looked at this question for two years  
prior to submitting the new boilerplate, and by missing it made it  
clear that they weren't adequate to review. That said, there was also  
an IETF last call, and none of us detected the issue until Sam brought  
it up.


But really - isn't this about IPR?

On Dec 17, 2008, at 1:05 PM, Dave CROCKER wrote:




John C Klensin wrote:

But both your comments and that can't get it right issue just
reinforce my view that we either need an escape mechanism for
old text or need a model in which the Trust, not the submitters,
take responsibility for text Contributed to the IETF under older
rules. For the record, I don't know how to make the latter work
(partially because, like you, I try to avoid simulating a
lawyer) and am not proposing it.



I have held off proposing this latter view, because I've assumed it  
was obvious and that those expert in the legal issues rejected it.


But from a practical standpoint, it is the most accurate  
representation of work done on IETF documents (within the working  
gorup structure.)


That is:  Working groups are part of the IETF and 'authors' of  
working group documents are acting as  when writing IETF  
documents.agents of the IETF.  While there might be underlying  
intellectual property owned by the companies that authors work for,  
the actual document is commissioned by, and copyright should be  
owned by, the IETF.


Let me carry it further:  When Erik Huizer and I wrote the first  
IETF Working Group Guidelines document, it was at our initiative.   
(Well, really, Erik's.) When it was adopted by the IETF, I  
automatically assumed that the IETF owned it.


That is, after all, what we assert when outside technology is  
brought into the IETF and we insist that they are handing over  
change control. What is change control if not the authority to  
make changes to the document?


So when Scott Bradner did the revision to the IETF Working Group  
Guidelines document the idea that he had a legal obligation to get  
our permission would have -- and certainly now does -- strike me as  
silly.


That's me talking as a participant, about pragmatics, not me  
pretending to be a attorney, talking about copyright law.


d/

--

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 Brandenburg InternetWorking
 bbiw.net
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-18 Thread John C Klensin


--On Wednesday, 17 December, 2008 14:00 -0800 Randy Presuhn
randy_pres...@mindspring.com wrote:

 Particularly since the permission to create derivative works
 and successor standards has been granted as part of the
 boilerplate for a long long time.

Yes.  But that was permission given directly by the authors to
the IETF, for IETF use.  5378 removes that mechanism, which I
always considered fairly elegant, in favor of a transfer of
rights to the Trust which then licenses those rights back to the
IETF participant.  All 5.3 does is to give those rights to the
Trust (read the first paragraph), and the Trust doesn't get them
unless the author can and does make the assertions of 5.1 (which
includes rounding up the prior contributors).

...
 Consequently, as a WG co-chair who wants his WG to
 finish up  in this century, I read RFC 5378 section 5.3 as
 giving working groups what they need so they can ignore all
 this stuff about tracking down long-gone contributors, and
 that it's merely a re-incarnation of what has long been the
 intent behind the NOTE WELL text.

What gives your WG the ability to function is 5.4, where the
Trust gives back to the IETF participants what the Trust
received under 5.1 and 5.3.   But they can't give back what they
don't have, so, if your WG is required to derive its permission
to do work from 5.4 and a previous author takes a walk rather
than making the 5.1 guarantees and 5.3 transfers _to the
Trust_...

My guess, with the usual non-lawyer disclaimers, is that we
would be having a less complicated discussion if 5378
_preserved_ the direct grant from Contributors to the IETF for
IETF use in addition to whatever it required be given to the
Trust.   That would let your WG (and Dave's revisions) continue
to function under the old rules and assumptions even if we still
needed to have a debate about whether 5378 conformance was
required of every document posted, obligations on submitters,
etc.

...

john



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RE: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-18 Thread Lawrence Rosen
Cullen Jennings wrote:
 Larry,  your email sounded dangerously close to suggesting that it
 might be ok to break the copyright law because no one would object to
 it. Is that what you are suggesting?

Not at all. But every attorney is charged with an obligation to help others
understand and interpret the law even if that interpretation differs from
that of some other attorneys. 

Fifty years from now, after IETF is dissolved and most of us have passed
away, I don't want the dead hand of copyright reaching out from the grave to
prevent anyone from freely modifying TCP/IP to satisfy modern requirements.
It may be that, because Congress further extends the copyright term, the
Disney corporation will then still own and control the copyright in Mickey
Mouse cartoons, but the notion that anyone owns and controls the functional
underpinnings of technology by placing a copyright notice on it is simply
unacceptable.

That is a perversion of the law, not something that a copyright lawyer who
supports open source, open content and open standards can countenance. I
hope that the participants in IETF develop IPR policies that support the
fundamental freedom to invent--and to describe in words--whatever functions
we need for our world to progress.

Best regards,

/Larry




 -Original Message-
 From: Cullen Jennings [mailto:flu...@cisco.com]
 Sent: Wednesday, December 17, 2008 10:24 PM
 To: lro...@rosenlaw.com
 Cc: 'IETF discussion list'
 Subject: Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary
 
 
 Larry,  your email sounded dangerously close to suggesting that it
 might be ok to break the copyright law because no one would object to
 it. Is that what you are suggesting?
 
 
 On Dec 17, 2008, at 5:56 PM, Lawrence Rosen wrote:
 
  Dave Crocker wrote:
  That was the culture. Law often
  follows culture, since culture creates established practice.
 
  I hope you're right.
 
  May I ask: Is there anyone on this list who is asserting a current
  copyright
  interest in any IETF RFC--on your own behalf or on behalf of your
  company--that would encumber the freedom of any IETF participants to
  copy,
  create derivative works, and distribute that RFC in accordance with
  IETF
  culture?
 
  On what basis do you assert that current copyright interest in those
  RFCs?
  Have you registered that copyright? Is that copyright interest sole
  or joint
  with any other entity, including other contributors or the IETF Trust
  itself?
 
  I'm not interested to hear about hypothetical situations. I would
  like to
  know if there are any actual claims of copyright ownership that
  people here
  are even considering to assert against IETF's complete freedom to
  act and
  establish functional Internet standards.
 
  /Larry
 
 
 
  -Original Message-
  From: ietf-boun...@ietf.org [mailto:ietf-boun...@ietf.org] On
  Behalf Of
  Dave CROCKER
  Sent: Wednesday, December 17, 2008 3:34 PM
  To: Brian E Carpenter
  Cc: IETF discussion list
  Subject: Re: IPR Questions Raised by Sam Hartman at the IETF 73
  Plenary
 
 
 
  Brian E Carpenter wrote:
  On 2008-12-18 11:32, Dave CROCKER wrote:
  My assumption was that the IETF owned the work.  Pure and simple.
 
  False. You never implicitly transferred ownership.
 
 
  Yes I did.  As I say, that was the culture.
 
  Scott didn't have to come to Erik or me and ask permission, and he
  didn't
  even
  have to think about whether he was required to.  That was the
  culture. Law
  often
  follows culture, since culture creates established practice.
 
  I do realize that that was a long time ago and that we certainly
  have many
  participants holding different views.
 
  I was reviewing the history on the general belief that a crisis of
  the
  current
  sort can often be aided by taking a fresh look at first principles.
 
 
 
  But since I've now had a number of public and private exchanges
  with folk
  who
  have been diligent participants in this topic and since none has
  seemed to
  understand -- nevermind embrace -- the line of discussion I've
  tried to
  raise,
  I'll go back to my observer status and let the folks who are
  putting the
  real
  effort into this continue on.
 
  d/
 
 
  --
 
Dave Crocker
Brandenburg InternetWorking
bbiw.net
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RE: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-18 Thread John C Klensin


--On Thursday, 18 December, 2008 09:10 -0800 Lawrence Rosen
lro...@rosenlaw.com wrote:

 Cullen Jennings wrote:
 Larry,  your email sounded dangerously close to suggesting
 that it might be ok to break the copyright law because no one
 would object to it. Is that what you are suggesting?
 
 Not at all. But every attorney is charged with an obligation
 to help others understand and interpret the law even if that
 interpretation differs from that of some other attorneys. 
 
 Fifty years from now, after IETF is dissolved and most of us
 have passed away, I don't want the dead hand of copyright
 reaching out from the grave to prevent anyone from freely
 modifying TCP/IP to satisfy modern requirements. 
...
 ...the notion that anyone owns and controls the functional
 underpinnings of technology by placing a copyright notice on
 it is simply unacceptable.
...

 I hope that the participants
 in IETF develop IPR policies that support the fundamental
 freedom to invent--and to describe in words--whatever functions
 we need for our world to progress.

Larry,

Now I'm confused.  To my weak, layperson's, mind, it appears
that you are conflating the underlying intellectual property in
TCP/IP (whatever, if anything, that means), or the functional
underpinnings of [that] technology, with the copyright in the
form in which the protocols are expressed -- something that you
and your professional colleagues have repeatedly warned us
against.

I would assume that, if someone were revising TCP or IP fifty
years hence, they would end up creating new text, rather than
moving a lot of technical text forward, and that they would do
so for all sorts of technical reasons independent of copyright
constraints.The practical issues are very different from
tweaking an existing protocol only a decade or so out (or
somewhat more) to clarify it or change its maturity level...
and, of course, are different from the image of a cartoon mouse.

As an exercise that I don't have time to conduct, it would be
interesting to see how much of the text of the original IP
specification is still present in the IPv6 one... and that was
only 20 years and may, in retrospect, have involved too few
substantive changes.
 
 That is a perversion of the law, not something that a
 copyright lawyer who supports open source, open content and
 open standards can countenance. 

Which is something about which you need to persuade the
Congress, not the IETF, as I assume you have tried to do.

  john
 

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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-18 Thread Thomas Narten
John C Klensin john-i...@jck.com writes:

 As an exercise that I don't have time to conduct, it would be
 interesting to see how much of the text of the original IP
 specification is still present in the IPv6 one... and that was
 only 20 years and may, in retrospect, have involved too few
 substantive changes.

I wouldn't spend a lot of time on such an exercise. I'd be very
surprised if there is ANY common text. All the documents I am aware of
were written from scratch.

Thomas
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-18 Thread Keith Moore
John C Klensin wrote:

 I would assume that, if someone were revising TCP or IP fifty
 years hence, they would end up creating new text, rather than
 moving a lot of technical text forward, and that they would do
 so for all sorts of technical reasons independent of copyright
 constraints.

Now I'm confused.  When we revise a technical specification in IETF, we
try (to some degree) to avoid creating new text unless necessary, for
fear of introducing subtle incompatibilities.  Why wouldn't someone
fifty years hence have similar concerns?

I'll grant that the text in a lot of these old RFCs looks a bit dated
and imprecise by now.  But if I were revising TCP, I'd still use RFC 793
as a starting point, and the resulting documents would probably qualify
as derivative works.

Keith

p.s. Regarding the IPv4 to IPv6 comparison, one could argue that the
IPv6 spec _should_ have included more text from RFC 793, as there are
indeed subtle differences between the IPv4 and IPv4 protocols that have
caused unanticipated problems.

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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-18 Thread John C Klensin


--On Thursday, 18 December, 2008 14:15 -0500 Thomas Narten
nar...@us.ibm.com wrote:

 John C Klensin john-i...@jck.com writes:
 
 As an exercise that I don't have time to conduct, it would be
 interesting to see how much of the text of the original IP
 specification is still present in the IPv6 one... and that was
 only 20 years and may, in retrospect, have involved too few
 substantive changes.
 
 I wouldn't spend a lot of time on such an exercise. I'd be very
 surprised if there is ANY common text. All the documents I am
 aware of were written from scratch.

That is pretty much what I expected.  To the extent to which we
can extrapolate from it (and I think we can), Larry's concern
about copyright-blockage on such work is probably not
significant.

john


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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-18 Thread John C Klensin


--On Thursday, 18 December, 2008 14:42 -0500 Keith Moore
mo...@network-heretics.com wrote:

 John C Klensin wrote:
 
 I would assume that, if someone were revising TCP or IP fifty
 years hence, they would end up creating new text, rather than
 moving a lot of technical text forward, and that they would do
 so for all sorts of technical reasons independent of copyright
 constraints.
 
 Now I'm confused.  When we revise a technical specification in
 IETF, we try (to some degree) to avoid creating new text
 unless necessary, for fear of introducing subtle
 incompatibilities.  Why wouldn't someone fifty years hence
 have similar concerns?

Because there is a big difference between clarifying or updating
an existing spec and writing a new protocol.  

 I'll grant that the text in a lot of these old RFCs looks a
 bit dated and imprecise by now.  But if I were revising TCP,
 I'd still use RFC 793 as a starting point, and the resulting
 documents would probably qualify as derivative works.

That would be your choice.  And you are a lot more likely to be
around 50 years from now to make it than I am.   However, trying
to write a new spec with IPR that conforms to 5378 but that used
significant text from 783 would require you to obtain Jon
Postel's permission which, I think, would send you swimming in a
can of worms of appropriate size for you to do so.

So, to write such a spec with 783 text, you would either have to
un-do 5378, create the type of exception procedure that caused
the current version of this thread to be initiated, or deal with
that can or worms.  It would be up to you to determine which of
those options would be most attractive... or whether a complete
rewrite or giving up entirely would.

Q.E.D.

 john


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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-18 Thread moore
tell you what - if by some very small chance (probably less than 1%) I'm still 
around 50 years from now and feel like revising RFC 793 at that time, I'll 
trust that you've already reconnected with Jon and gotten his permission :)

either that, or I'll already be dead, and I'll ask him myself.  

seriously, my guess is that 50 years from now, either TCP will be irrelevant 
(if not the whole Internet) or RFC 5378 will have been fixed.  and those two 
are not independent.

Keith
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-18 Thread Sam Hartman
 Keith ==   mo...@network-heretics.com writes:

Keith tell you what - if by some very small chance (probably less
Keith than 1%) I'm still around 50 years from now and feel like
Keith revising RFC 793 at that time, I'll trust that you've
Keith already reconnected with Jon and gotten his permission :)
Keith either that, or I'll already be dead, and I'll ask him
Keith myself.


I tell you what.  I'll trust that Jon or his estate is not going to
sue us if we use his work in the IETF context to make new internet
standards.

Remember, we're discussing legalities here and for the most part US
civil law.  There are some things you decide are acceptable risks
simply because the chance someone with standing to do so will take
action against you are small enough that you stop caring.  It's not an
perfect world from an engineering standpoint, but guess what?  There
is not perfect compliance with our specs either.



So, honestly, Jon's text is just not something I'm worried about even today.
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-17 Thread Peter Saint-Andre
Sam Hartman wrote:
 Dave == Dave CROCKER d...@dcrocker.net writes:
 
 Dave Joel M. Halpern wrote:
  Yes, having to get rights from folks is a pain.
 
 
 Dave When the person is not longer available, the effect is more
 Dave than discomfort.
 
 
 Strictly speaking, that's not actually true.  We're talking about
 copyright here; you can rewrite the ideas in your own words and avoid
 needing to worry about rights.  Rewriting some ideas in your own words
 might involve some significant discomfort, but it is doable.

Given the care with which text is often drafted within a WG and the
requirement for often hard-won consensus regarding such text, I am
skeptical that such text can be rewritten to capture the same ideas and
still retain consensus.

Peter

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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-17 Thread John C Klensin
--On Tuesday, 16 December, 2008 22:08 -0500 Joel M. Halpern
j...@joelhalpern.com wrote:

 I have a very different view of this situation, and disagree
 wstrongly with John's recommended fix (or the equivalent fix
 of completely rolling back 5378 and 5377.)
 
 First and foremost, it should be kept in ming by anyone
 reading this that the IPR working was convened by the then
 IETF chair, and continued by succeeding chairs because there
...
 Secondly, giving people a choice of terms is basically going
 to create confusion.  For example, one of the issues raised in
 the working group was that our previous rights grant appeared
 not to properly allow folks to modify code.  And it required
 them to include things in used code that made it hard to use
...
 Yes, having to get rights from folks is a pain.
 But if we are not willing to push to do that, then we might as
 well consider that the rights granted to the IETF are locked
 in stone forever, and can never be upgraded, because it will
 never happen.
...

Joel,

Let me make my personal position on this, and the reason for my
draft, clear, since it obviously was not to you (and therefore I
presume others).

I agree that there were perceived problems that needed to be
fixed.  I think you have given a good summary of most of them.
It is exactly for that reason that I did not propose rolling
back 5378 (or 5377).  My comments about that move in my response
to Dave was to point out that it was impractical, not to
advocate it even if it was.  Please read the draft.

I have two major objections to 5378 as it turned out and as I
now understand things.  The first is that there will be cases in
which obtaining permission from previous authors or contributors
is effectively impossible, rather than merely inconvenient (if
it were merely a pain, I might be annoyed, but I wouldn't be
complaining or proposing alternatives at this late date).  But
we have situations in which people have died and getting those
rights would require action of probate courts; situations in
which companies that might have controlled those rights have
gone out of business, leaving complicated (and probably
expensive-to-resolve) legal questions about who can actually
grant the rights today; and situations in which people have
departed from companies under tense circumstances and would find
it extremely difficult (not merely a pain) to go back and ask
for additional rights for the IETF.

5378 provides no waiver mechanisms or escape hatches for those
kinds of situations.  If someone is taking it seriously, they
are left with a choice:

(i) Go to the time and expense to obtain the rights,
despite obstacles and, if the rights available and their
ownership are ambiguous, assume the risks of making the
assertions and posting the document. 

(ii) Decide that the provisions of RFC 5378 are really
not intended to be taken seriously and just go ahead and
post the document without worrying about those
contributors whose permission is impractical to obtain.

(iii) Rewrite the document to remove any copyright
dependencies on text whose status is uncertain or for
which rights transfers are significantly difficult.

(iv)  Take a walk and abandon the document.

Now, assuming that you think 5378 is to be taken seriously (your
note certainly implies that), I infer that you think either (i)
or (iii) will happen.  Especially after noting that rewriting
significant amounts of text creates considerable risk of
introducing errors (e.g., for technical reasons, a WG might not
stand for a rewrite even if the author/editor were willing to do
it), I am less optimistic.   Losing even a single document that
way is not, IMO, good for the IETF.  Of course, you may disagree
and believe that these new IPR rules and the way they are
structured is more important.


Second, the structure of the new rules appears to require me, as
a submitting author, to make assertions that go well beyond
anything that has been required in the past.   Prior to 5378, I
could rely on custom (and sometimes contract) since the
beginning of the RFC series and, since 2026 and certainly since
the Note Well started being used, on them to know that previous
contributors had granted rights to the IETF to do the IETF's
work.   Consequently, if, for example, I started a new draft by
incorporating pieces of a published RFC, I could reasonably
expect that the rights were in place for all prior contributions
and go ahead and submit the document with only concern about new
contributions, especially mine.  I didn't even need to know who
the previous contributors were.   

Now we are in a position in which _no_ document posted before
the beginning of last month has the 5378 rights associated with
its content unless people have generated an explicit release.
And I have to assert that I've made an effort (consistent with
someone's interpretation of what I 

Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-17 Thread Dave CROCKER

Sanm,

I believe it has already been observed by others that this is not a reasonable 
scenario.


However your response does provide a good example of just how badly the latest 
model is broken.


d/

Sam Hartman wrote:

Dave == Dave CROCKER d...@dcrocker.net writes:


Dave Joel M. Halpern wrote:
 Yes, having to get rights from folks is a pain.


Dave When the person is not longer available, the effect is more
Dave than discomfort.


Strictly speaking, that's not actually true.  We're talking about
copyright here; you can rewrite the ideas in your own words and avoid
needing to worry about rights.  Rewriting some ideas in your own words
might involve some significant discomfort, but it is doable.



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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-17 Thread John C Klensin


--On Wednesday, 17 December, 2008 12:31 -0500 Sam Hartman
hartmans-i...@mit.edu wrote:

 Dave == Dave CROCKER d...@dcrocker.net writes:
 
 Dave Joel M. Halpern wrote:
  Yes, having to get rights from folks is a pain.
 
 
 Dave When the person is not longer available, the effect
 is more Dave than discomfort.
 
 
 Strictly speaking, that's not actually true.  We're talking
 about copyright here; you can rewrite the ideas in your own
 words and avoid needing to worry about rights.  Rewriting some
 ideas in your own words might involve some significant
 discomfort, but it is doable.

Well, sort of.  Let me return to my current favorite example.
My (very) crude estimate is that RFC 5321 is about 20% Jon
Postel's text.  It is a 90-ish page document, so that is 15+
pages (my arithmetic isn't bad, I'm making some guesses about
boilerplate, table of contents, etc.), not a few paragraphs to
be rewritten.  In addition, the DRUMS WG that was responsible
for 2821 and the mailing list that was responsible for 5321
repeatedly made decisions to not make unnecessary textual
changes for fear or making subtle errors.  The judgment about
the risks associated with rewrites is the sort of technical
judgment that WGs are expected to make; it isn't a copyright
matter.  I assume they would be similarly resistant to
rewriting that much text into my own words.

The bottom line is that, for many documents, the plausible
choices aren't between incur a little pain and rewrite text
into one's own words.   They are between obtain releases that
are nearly impossible to obtain without investments of
considerable time, money, and other resources and abandon
document.  

That is going to leave individual authors, and the IETF, with a
decision about whether the universal implementation of RFC 5378
is important enough to not advance or revise some documents.  I
don't think so.  I don't even like the idea of having to make
that choice.  YMMD

john





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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-17 Thread Dave CROCKER



John C Klensin wrote:

I agree that there were perceived problems that needed to be
fixed.  I think you have given a good summary of most of them.
It is exactly for that reason that I did not propose rolling
back 5378 (or 5377).  



Unfortunately, we do not get to pick and choose the parts of a problematic 
standard that we like.  The thing is in force.  We have a crisis because of it. 
 While we had some problems before it went into force, we did not have any crises.


By pursuing a path of use whichever you want we wind up adding more ambiguity 
and, therefore, fuzziness, to an already seriously broken situation.



Folks,

We are stuck in the midst of a classic decision-making error, revolving around 
sunk costs http://en.wikipedia.org/wiki/Sunk_cost which leads to persistent 
efforts to fix the unfixable.


Gosh, only a little more effort or a small band-aid here or there, will take 
away the immediate problem.


In reality, tenacity due to a desire to save the invested effort is that it 
virtually never results in a real fix.


We need to reverse the current spec, go back to the one that worked fine (for 
the cases it covered) and re-think how to handle the new stuff.


To repeat:  The idea that anyone would think it viable to have a potentially 
small -bis effort need to rewrite potentially large portions of the original 
text demonstrates just how stuck in the mire we are, with no clue how to get out.


d/
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-17 Thread Sam Hartman
 Dave == Dave CROCKER d...@dcrocker.net writes:

Dave Joel M. Halpern wrote:
 Yes, having to get rights from folks is a pain.


Dave When the person is not longer available, the effect is more
Dave than discomfort.


Strictly speaking, that's not actually true.  We're talking about
copyright here; you can rewrite the ideas in your own words and avoid
needing to worry about rights.  Rewriting some ideas in your own words
might involve some significant discomfort, but it is doable.
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-17 Thread Marshall Eubanks

Dear John;

From your email :

On Dec 17, 2008, at 12:16 PM, John C Klensin wrote:


(iii) Rewrite the document to remove any copyright
dependencies on text whose status is uncertain or for
which rights transfers are significantly difficult.



This is a dangerous solution, and may not be one at all.

My mantra on these issues is : Engineers should not try and be lawyers.
(And, lawyers should not try and be engineers.) I try to follow it  
personally, as I
am definitely not a lawyer (and, of course, I am not referring to  
anyone who is cross-trained).


But I do know this - merely rewriting a document is not necessarily  
enough to remove copyright
dependancies. J.K. Rowling, for example, won a suit against someone  
who wrote a Lexicon of

her work :

http://www.fictionaddiction.net/Publishing-Industry-News/rowling-wins-copyright-infringement-lawsuit.html 



If this actually became an issue, it would be decided by a court, and  
I would not regard either myself or the vast
majority of IETF contributors as competent to judge how a court would  
react to any given rewriting of an RFC

if it went to trial.

Regards
Marshall


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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-17 Thread John C Klensin
Marshall,

I completely agree.  I also don't want to have us start down the
path of rewriting text: most of what the IETF produces are
technical documents, not works of fiction, and the odds
significant rewriting screwing things up are high, perhaps a
near-certainty.

I also share your dislike for provisions whose validity we can
even guess at until they end up in front of a court.   I don't
know what to do about that other that to rely on advice of
Counsel, but that doesn't stop me from preferring this is a
well-tested approach to we hope it will work out this way.

But both your comments and that can't get it right issue just
reinforce my view that we either need an escape mechanism for
old text or need a model in which the Trust, not the submitters,
take responsibility for text Contributed to the IETF under older
rules. For the record, I don't know how to make the latter work
(partially because, like you, I try to avoid simulating a
lawyer) and am not proposing it.  But, logically, it might be
the other possibility here.

john
  

--On Wednesday, 17 December, 2008 13:02 -0500 Marshall Eubanks
t...@multicasttech.com wrote:

 Dear John;
 
  From your email :
 
 On Dec 17, 2008, at 12:16 PM, John C Klensin wrote:
 
  (iii) Rewrite the document to remove any copyright
  dependencies on text whose status is uncertain or for
  which rights transfers are significantly difficult.
  
 
 This is a dangerous solution, and may not be one at all.
 
 My mantra on these issues is : Engineers should not try and be
 lawyers.
...

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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-17 Thread Joel M. Halpern
Based on the discussion I have seen, an escape mechanism for old text 
that really can not be processed otherwise is probably reasonable.
However, if we are making an effort to retain the work that was done, my 
personal take is that the barrier to that escape mechanism has to be 
high enough that it is worth-while for folks to actually try to follow 
the community agreement.


And I will happily leave it to the alwyer to tell us whose signoffs 
folks need.  (While I have guesses, they are just that.)


Joel

John C Klensin wrote:

Marshall,

I completely agree.  I also don't want to have us start down the
path of rewriting text: most of what the IETF produces are
technical documents, not works of fiction, and the odds
significant rewriting screwing things up are high, perhaps a
near-certainty.

I also share your dislike for provisions whose validity we can
even guess at until they end up in front of a court.   I don't
know what to do about that other that to rely on advice of
Counsel, but that doesn't stop me from preferring this is a
well-tested approach to we hope it will work out this way.

But both your comments and that can't get it right issue just
reinforce my view that we either need an escape mechanism for
old text or need a model in which the Trust, not the submitters,
take responsibility for text Contributed to the IETF under older
rules. For the record, I don't know how to make the latter work
(partially because, like you, I try to avoid simulating a
lawyer) and am not proposing it.  But, logically, it might be
the other possibility here.

john
  


--On Wednesday, 17 December, 2008 13:02 -0500 Marshall Eubanks
t...@multicasttech.com wrote:


Dear John;

 From your email :

On Dec 17, 2008, at 12:16 PM, John C Klensin wrote:


(iii) Rewrite the document to remove any copyright
dependencies on text whose status is uncertain or for
which rights transfers are significantly difficult.


This is a dangerous solution, and may not be one at all.

My mantra on these issues is : Engineers should not try and be
lawyers.
...


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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-17 Thread Dave CROCKER



Joel M. Halpern wrote:

Yes, having to get rights from folks is a pain.



When the person is not longer available, the effect is more than discomfort.

d/
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-17 Thread Dave CROCKER



John C Klensin wrote:

But both your comments and that can't get it right issue just
reinforce my view that we either need an escape mechanism for
old text or need a model in which the Trust, not the submitters,
take responsibility for text Contributed to the IETF under older
rules. For the record, I don't know how to make the latter work
(partially because, like you, I try to avoid simulating a
lawyer) and am not proposing it.  



I have held off proposing this latter view, because I've assumed it was obvious 
and that those expert in the legal issues rejected it.


But from a practical standpoint, it is the most accurate representation of work 
done on IETF documents (within the working gorup structure.)


That is:  Working groups are part of the IETF and 'authors' of working group 
documents are acting as  when writing IETF documents.agents of the IETF.  While 
there might be underlying intellectual property owned by the companies that 
authors work for, the actual document is commissioned by, and copyright should 
be owned by, the IETF.


Let me carry it further:  When Erik Huizer and I wrote the first IETF Working 
Group Guidelines document, it was at our initiative.  (Well, really, Erik's.) 
When it was adopted by the IETF, I automatically assumed that the IETF owned it.


That is, after all, what we assert when outside technology is brought into the 
IETF and we insist that they are handing over change control. What is change 
control if not the authority to make changes to the document?


So when Scott Bradner did the revision to the IETF Working Group Guidelines 
document the idea that he had a legal obligation to get our permission would 
have -- and certainly now does -- strike me as silly.


That's me talking as a participant, about pragmatics, not me pretending to be a 
attorney, talking about copyright law.


d/

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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-17 Thread Keith Moore
Dave CROCKER wrote:

 What is change control if not the authority to make changes to the
 document?

exactly.  or to use copyright terminology, the right to make derivative
works.

Keith
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-17 Thread Dave CROCKER



Fred Baker wrote:

Silly question. Is this discussion more appropriate to ietf-ipr?


Not any more.

It was.  But the result is what a number of different folk who are serious, 
long-term IETF contributors consider the current situation to be a basic crisis 
that prevents working on some existing docs.


That's pretty serious, Fred, and most certainly not something that should simply 
be referred back to the relevant working group, with instructions to fix things.



One could argue that ietf-ipr looked at this question for two years 
prior to submitting the new boilerplate, and by missing it made it clear 
that they weren't adequate to review. That said, there was also an IETF 
last call, and none of us detected the issue until Sam brought it up.


This is at least the second time someone has tried to invoke the well, it went 
through IETF Last Call as some sort of presumably meaningful, reference, 
presumably with respect to shared blame or shared understanding or share 
something.


We really need to stop making those observations, since they have nothing to do 
with fixing the current problem, except to warn us that whatever we did before 
didn't work adequately, in spite of extensive, diligent effort.




But really - isn't this about IPR?


Fred, when a team produces diligent effort and a failed product, is the usual 
management response to simply ask them to try again?  That's not what I'm used 
to seeing in the real world and I'll bet it is not what anyone who work for a 
successful company is used to, either.  Especially when the effort was by folks 
working outside of their area of expertise.


Whatever it is that produced the current situation, we should try to avoid 
repeating it.


d/

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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-17 Thread Dave CROCKER



John C Klensin wrote:

The assumption that you made was ultimately that work done for
or within the IETF was available for IETF use. 

...

The issues that drove 5378 have to do with non-IETF uses of text
from these documents.  For example, if someone on the other side
of the world decided to create an Intranet Dead Horse Kicking
Task Force and wanted to use significant text from the Working
Group Guidelines, and use that material by copy, not by
reference, would they have to ask for permission and, if so,
from whom?



My assumption was not that the work was available for IETF use.

My assumption was that the IETF owned the work.  Pure and simple.

The IETF was free to do whatever the hell if felt like with the work and I 
retained no rights.  Use it.  Give it to another group.  Kill it.  Whatever.


Really.  That's the cultural basis that I believe formed this community and 
informed participants in it.


d/

ps.  Well, to be more complete, I assumed that IETF ownership meant that the 
document was required to be publicly available and -- though I didn't know the 
term at the time -- there was public permission for derivative works by whoever 
felt like doing the deriving.


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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-17 Thread Dave CROCKER



Fred Baker wrote:

Silly question. Is this discussion more appropriate to ietf-ipr?


Not any more.

It was.  But the result is what a number of different folk who are serious,
long-term IETF contributors consider the current situation to be a basic crisis
that prevents working on some existing docs.

That's pretty serious, Fred, and most certainly not something that should simply
be referred back to the relevant working group, with instructions to fix things.


One could argue that ietf-ipr looked at this question for two years 
prior to submitting the new boilerplate, and by missing it made it clear 
that they weren't adequate to review. That said, there was also an IETF 
last call, and none of us detected the issue until Sam brought it up.


This is at least the second time someone has tried to invoke the well, it went
through IETF Last Call as some sort of presumably meaningful, reference,
presumably with respect to shared blame or shared understanding or share
something.

We really need to stop making those observations, since they have nothing to do
with fixing the current problem, except to warn us that whatever we did before
didn't work adequately, in spite of extensive, diligent effort.



But really - isn't this about IPR?


Fred, when a team produces diligent effort and a failed product, is the usual
management response to simply ask them to try again?  That's not what I'm used
to seeing in the real world and I'll bet it is not what anyone who work for a
successful company is used to, either.  Especially when the effort was by folks
working outside of their area of expertise.

Whatever it is that produced the current situation, we should try to avoid
repeating it.

d/

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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-17 Thread John C Klensin


--On Wednesday, 17 December, 2008 13:05 -0800 Dave CROCKER
d...@dcrocker.net wrote:

 John C Klensin wrote:
 But both your comments and that can't get it right issue
 just reinforce my view that we either need an escape
 mechanism for old text or need a model in which the Trust,
 not the submitters, take responsibility for text Contributed
 to the IETF under older rules. For the record, I don't know
 how to make the latter work (partially because, like you, I
 try to avoid simulating a lawyer) and am not proposing it.  
 
 I have held off proposing this latter view, because I've
 assumed it was obvious and that those expert in the legal
 issues rejected it.
 
 But from a practical standpoint, it is the most accurate
 representation of work done on IETF documents (within the
 working gorup structure.)
...

An extreme (or not-so-extreme) version of this model is used by
most of the traditional standards bodies.  They use a formal
membership or participation agreement to [try to] establish the
principle that anything done for the standards body is work for
hire (for the standards body) and hence belongs to that
standards body from the moment it is written.

It has been proposed to several iterations of IPR WGs as a
mechanism that has considerable history if the WG really wants
the copyrights and sublicensing rights in the hands of the IETF
(which 5378 does, but nothing previous did).  It has never
gotten traction.   I don't know (or don't recall) if that is
because the WGs found the idea distasteful, because legal
counsel didn't believe it would hold up without signed
membership agreements, or a combination of  the two.

In fairness, if what became 5378 had been modeled on a work for
hire and it all just belongs to the IETF structure, rather than
the more elaborate and complex (IMO) system it uses, it wouldn't
change the problem we have today in any significant way.  Old
documents would still not be covered by the new rules.  If, like
5378, that hypothetical document contained a requirement that
people get the new rights from prior contributors rather than
somehow grandfathering their text, we would, I believe, still be
having exactly the same discussion.

I personally believe that the basic problem we are facing stems
from a problem that the IETF understands extremely well --at
least well enough to debate early, openly, and clearly-- for
technical specifications.  If there is an installed base (in
this case, some 4000+ RFCs that were written under the old rules
and assumptions), we don't generate a new specification that
ignores the installed base or that assumes that a transition can
occur on a flag day basis by retrofitting all earlier deployed
implementations if they are to be used after it.   The analogy
is not exact, but it appear to me that it is exactly what 5378
attempts to do.

 Let me carry it further:  When Erik Huizer and I wrote the
 first IETF Working Group Guidelines document, it was at our
 initiative.  (Well, really, Erik's.) When it was adopted by
 the IETF, I automatically assumed that the IETF owned it.
...

The following is an attempt to provide a simplified explanation
of the relationship of 5378 to prior work, avoiding (for this
note) any opinion about whether the 5378 model is a good or bad
idea or how to get there in practice.  It should also be
considered to be covered by the usual disclaimers: IANAL, this
is not either legal advice or a legal opinion and, most
important, it is a quick summary that skips over details that I
don't consider important but about which others might disagree.

The assumption that you made was ultimately that work done for
or within the IETF was available for IETF use.  That assumption
is consistent with both long-term practice and with explicit
provisions in documents going back at least to 2026, the Note
Well (at least before today), and so on.  Pragmatically, if 5378
works, it doesn't change that at all. When Scott went to do his
version, he probably had some moral obligation to consult you
and Erik, to ask if you wanted to be involved directly, etc.,
but he was assumed to have no legal (copyright or otherwise)
obligation because he was reusing IETF text for IETF purposes.

The issues that drove 5378 have to do with non-IETF uses of text
from these documents.  For example, if someone on the other side
of the world decided to create an Intranet Dead Horse Kicking
Task Force and wanted to use significant text from the Working
Group Guidelines, and use that material by copy, not by
reference, would they have to ask for permission and, if so,
from whom?

Prior to 5378, the answer was that, if the folks intending this
non-IETF use were being careful, they would have to track down
and ask you, Erik, and Scott for permission.  If they chose to
not be careful, it would be their problem, not the IETF's (or
the Trust's, or yours, etc.)  If the document had been written
for the first time post-5378, they would need to ask only the
Trustees of the IETF Trust 

Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-17 Thread Dave CROCKER



Randy Presuhn wrote:
That is:  Working groups are part of the IETF and 'authors' of working group 
documents are acting as  when writing IETF documents.agents of the IETF.  While 


I assume the missing word is editors


fooey.  thanks for catching that. very sorry i didn't.

no, I meant to have it read are acting as agents of the IETF, when writing IETF 
documents.


(For reference, I do not see the presence of the editor label as having any 
material impact on the nature of ownership of the text.



So when Scott Bradner did the revision to the IETF Working Group Guidelines 
document the idea that he had a legal obligation to get our permission would 
have -- and certainly now does -- strike me as silly.


Particularly since the permission to create derivative works and successor
standards has been granted as part of the boilerplate for a long long time.


I'm not sure whether it dates as far back as when we wrote that doc.  But my 
real point is that it doesn't matter, in terms of what I, as an IETF 
participant, thought was the situation.



d/
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-17 Thread Randy Presuhn
Hi -

 From: Dave CROCKER d...@dcrocker.net
 To: John C Klensin john-i...@jck.com
 Cc: IETF discussion list ietf@ietf.org
 Sent: Wednesday, December 17, 2008 1:05 PM
 Subject: Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary
...
 That is:  Working groups are part of the IETF and 'authors' of working group 
 documents are acting as  when writing IETF documents.agents of the IETF.  
 While 

I assume the missing word is editors

 there might be underlying intellectual property owned by the companies that 
 authors work for, the actual document is commissioned by, and copyright 
 should 
 be owned by, the IETF.

AMEN!
 
 Let me carry it further:  When Erik Huizer and I wrote the first IETF Working 
 Group Guidelines document, it was at our initiative.  (Well, really, Erik's.) 
 When it was adopted by the IETF, I automatically assumed that the IETF owned 
 it.

That has always been my understanding regarding work I've done for the IETF.
 
 That is, after all, what we assert when outside technology is brought into 
 the 
 IETF and we insist that they are handing over change control. What is 
 change 
 control if not the authority to make changes to the document?

Yup.
 
 So when Scott Bradner did the revision to the IETF Working Group Guidelines 
 document the idea that he had a legal obligation to get our permission would 
 have -- and certainly now does -- strike me as silly.

Particularly since the permission to create derivative works and successor
standards has been granted as part of the boilerplate for a long long time.
 
 That's me talking as a participant, about pragmatics, not me pretending to be 
 a 
 attorney, talking about copyright law.

Ditto.  Consequently, as a WG co-chair who wants his WG to finish up 
in this century, I read RFC 5378 section 5.3 as giving working
groups what they need so they can ignore all this stuff about tracking
down long-gone contributors, and that it's merely a re-incarnation of what
has long been the intent behind the NOTE WELL text.

One can easily imagine a situation in which a disgruntled party named
as a contributor in an early version of work might refuse to give permission
under some readings of an RFC 5378 regime, effectively killing the work.
As John says, paraphrase is *not* a realistic option, especially with 
carefully-crafted
WG compromise text.

Randy

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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-17 Thread John C Klensin


--On Wednesday, 17 December, 2008 14:32 -0800 Dave CROCKER
d...@dcrocker.net wrote:

 My assumption was not that the work was available for IETF
 use.
 
 My assumption was that the IETF owned the work.  Pure and
 simple.
 
 The IETF was free to do whatever the hell if felt like with
 the work and I retained no rights.  Use it.  Give it to
 another group.  Kill it.  Whatever.
 
 Really.  That's the cultural basis that I believe formed this
 community and informed participants in it.

 ps.  Well, to be more complete, I assumed that IETF ownership
 meant that the document was required to be publicly available
 and -- though I didn't know the term at the time -- there was
 public permission for derivative works by whoever felt like
 doing the deriving.

Dave, this perspective and its implications have been debated by
every incarnation of an IPR WG (or WG including IPR issues) that
I can remember.  Many of those debates have been both lengthy
and heated.   I'm not going to rehash either the variations on
the position you state or the opposing one(s), but your summary
above is, for better or worse, definitely not what the relevant
documents from 2026 through 3978, versions of the Note Well,
etc., say.

And, if you are just now finding that out, it is more evidence
that there is something seriously wrong with how we develop,
review, and publicize specifications of this type.

  john

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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-17 Thread Brian E Carpenter
Dave,

On 2008-12-18 11:32, Dave CROCKER wrote:
...
 My assumption was not that the work was available for IETF use.

Correct.
 
 My assumption was that the IETF owned the work.  Pure and simple.

False. You never implicitly transferred ownership.

 
 The IETF was free to do whatever the hell if felt like with the work and
 I retained no rights.  Use it.  Give it to another group.

Specifically, Give it to another group. was never covered until 5378.
That's the entire problem.

   Brian

 Kill it. 
 Whatever.
 
 Really.  That's the cultural basis that I believe formed this community
 and informed participants in it.
 
 d/
 
 ps.  Well, to be more complete, I assumed that IETF ownership meant that
 the document was required to be publicly available and -- though I
 didn't know the term at the time -- there was public permission for
 derivative works by whoever felt like doing the deriving.
 
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-17 Thread Keith Moore
Dave CROCKER wrote:

 My assumption was that the IETF owned the work.  Pure and simple.
 
 The IETF was free to do whatever the hell if felt like with the work and
 I retained no rights.  Use it.  Give it to another group.  Kill it. 
 Whatever.

My understanding was that IETF had a non-exclusive, transferable license
to my rights to the work as creator, including the right to make
derivative works.  But that's not the same thing as IETF owning the work.

Keith
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-17 Thread Randy Presuhn
Hi -

 From: John C Klensin j...@jck.com
 To: Randy Presuhn randy_pres...@mindspring.com; IETF discussion list 
 ietf@ietf.org
 Sent: Wednesday, December 17, 2008 2:40 PM
 Subject: Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary
...
 What gives your WG the ability to function is 5.4, where the
 Trust gives back to the IETF participants what the Trust
 received under 5.1 and 5.3.   But they can't give back what they
 don't have, so, if your WG is required to derive its permission
 to do work from 5.4 and a previous author takes a walk rather
 than making the 5.1 guarantees and 5.3 transfers _to the
 Trust_...
...

Ok, so if my understanding was incorrect, at what point must we
stop work until this is corrected?  (I can virtually guarantee that
we will not get explicit permission from every individual named
in an acknowledgement section of one of the antecedants of
the documents we're updating.  Paraphrase the whole thing?
Ain't gonna happen.)

  a) We cannot submit any more I-Ds until this is fixed
  b) We can continue to submit I-Ds, but cannot hand off to the IESG
  c) We can hand off to the IESG, but not do IETF last call
  d) We can do IETF last call, but not hand it over to the RFC editor
  e) We can hand it over to the RFC editor, but not actually publish

I'd be willing to wager that, in its current mood, the WG would simply
disband rather than deal with any of these.

  z) We stop updating our documents, hand over an existing I-D without
  the offensive IPR language, and hope that the IESG requires no
  changes, and use RFC errata to deal with the (minor) problems
  that we know exist in that I-D.

Somehow this seems totally bogus, since the authors were all
editors working under the direction of the working group to produce
a work for the working group.  If anything, the transfer should be from
the WG (or the IETF) to the trust, not from the people who were high-
stress typists for the WG.  Likewise, the various contributors whose
words went into the collaborative blender were doing so under the
long-standing NOTE WELL provisions, so getting their permission
again seems, well, pointless.

Randy

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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-17 Thread Dave CROCKER



Brian E Carpenter wrote:

On 2008-12-18 11:32, Dave CROCKER wrote:

My assumption was that the IETF owned the work.  Pure and simple.


False. You never implicitly transferred ownership.



Yes I did.  As I say, that was the culture.

Scott didn't have to come to Erik or me and ask permission, and he didn't even 
have to think about whether he was required to.  That was the culture. Law often 
follows culture, since culture creates established practice.


I do realize that that was a long time ago and that we certainly have many 
participants holding different views.


I was reviewing the history on the general belief that a crisis of the current 
sort can often be aided by taking a fresh look at first principles.




But since I've now had a number of public and private exchanges with folk who 
have been diligent participants in this topic and since none has seemed to 
understand -- nevermind embrace -- the line of discussion I've tried to raise, 
I'll go back to my observer status and let the folks who are putting the real 
effort into this continue on.


d/


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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-17 Thread John C Klensin
--On Wednesday, 17 December, 2008 15:23 -0800 Randy Presuhn
randy_pres...@mindspring.com wrote:

 Hi -
 
 From: John C Klensin j...@jck.com
 To: Randy Presuhn randy_pres...@mindspring.com; IETF
 discussion list ietf@ietf.org Sent: Wednesday, December
 17, 2008 2:40 PM
 Subject: Re: IPR Questions Raised by Sam Hartman at the IETF
 73 Plenary
 ...
 What gives your WG the ability to function is 5.4, where the
 Trust gives back to the IETF participants what the Trust
 received under 5.1 and 5.3.   But they can't give back what
 they don't have, so, if your WG is required to derive its
 permission to do work from 5.4 and a previous author takes a
 walk rather than making the 5.1 guarantees and 5.3 transfers
 _to the Trust_...
 ...
 
 Ok, so if my understanding was incorrect, at what point must we
 stop work until this is corrected?

Here is where you are on your own.  In spite of saying that it
sets up binding legal agreements, RFC 5378 says that it isn't
legal advice (about what those agreements mean or anything else)
and that you need to find your own.  While some people have
offered the opinion that, since no one is likely to sue, you can
safely just ignore the specifics of that document and proceed as
usual, I assume that no one has promised that is legal advice on
which you can rely either.  Since I have already said it on
another list, I can tell you that I've been advised by my
attorney to not post any document for which I'm quite certain
that all prior contributors have made 5378-compliant transfers
to the IETF.  But he is far more aware of my circumstances,
circumstances that are almost certainly not the same as yours,
and what he has told me is definitely not legal advice to you or
on which you should rely.

As to dates, opinions about that seem to differ.  The WG decided
to not incorporate a date (or description of triggering events)
in the text of 5378, so you can't find a lot of help there.
There is an an analysis of the date issue in
draft-klensin-rfc5378var-02a.txt.  Since it lists around a
half-dozen possibilities based on common sense understanding of
the situation (again, not a legal opinion), you should go read
it rather than my trying to paraphrase, but I believe the answer
is sometime between 10 November and tomorrow.  Some attorneys
who have been consulted have mumbled something that sounded like
depends on when a reasonable person would have known about the
new rules, but mumbling definitely does not constitute legal
advice.

  (I can virtually guarantee
 that we will not get explicit permission from every individual
 named in an acknowledgement section of one of the antecedants
 of the documents we're updating.  Paraphrase the whole thing?
 Ain't gonna happen.)
 
   a) We cannot submit any more I-Ds until this is fixed
   b) We can continue to submit I-Ds, but cannot hand off to
 the IESG
...

A common-sense reading of 5378 (not legal advice, etc., etc.)
says that it applies to all Contributions and that you aren't
supposed to be making one of those unless it conforms to the
requirements of  5378.  The definition of a Contribution [RFC
5378, Section 1(a)] is pretty much the same as it was in 3978
and earlier and very explicitly includes text intended for
posting in I-Ds.  I can't give you a legal opinion about what
you can or cannot do, but it is fairly clear that the cutoff
point applies to I-Ds and not some later step in the standards
process.

 I'd be willing to wager that, in its current mood, the WG
 would simply disband rather than deal with any of these.

That is the case that scares me, that prompted me to put up an
I-D posing an alternative in the hope that we could swiftly come
to consensus about it (or some other alternative), and get it
implemented and deployed before Bad Things Happen.   And WGs
shutting down is about the worst thing I can imagine happening
to the IETF (others may, of course, be more imaginative).

   z) We stop updating our documents, hand over an existing I-D
 without the offensive IPR language, and hope that the
 IESG requires no changes, and use RFC errata to deal
 with the (minor) problems that we know exist in that I-D.

As I read 5378 (and understand the comments made by one of the
IPR WG document authors, the IETF Chair, and a Trustee or two),
the fact of handing that document over to the IESG would make it
subject to 5378 and would constitute an assertion on someone's
part --perhaps yours as WG Chair-- that all of the 5378 hoops
had been properly jumped through.  I would hope that, if the
IESG takes 5378 seriously, they would modify the submission
Checklist to say that explicitly if they have not already done
so.  (I don't have a clue where it would leave us if the IESG
decided it didn't want to take 5378 seriously, unless they
translated that into immediately moving it to historic, which I
gather they don't believe they have the authority to do.)

So that escape would probably not work either.

 Somehow this seems totally bogus, since the authors

RE: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-17 Thread Lawrence Rosen
Dave Crocker wrote:
 That was the culture. Law often
 follows culture, since culture creates established practice.

I hope you're right.

May I ask: Is there anyone on this list who is asserting a current copyright
interest in any IETF RFC--on your own behalf or on behalf of your
company--that would encumber the freedom of any IETF participants to copy,
create derivative works, and distribute that RFC in accordance with IETF
culture?

On what basis do you assert that current copyright interest in those RFCs?
Have you registered that copyright? Is that copyright interest sole or joint
with any other entity, including other contributors or the IETF Trust
itself?

I'm not interested to hear about hypothetical situations. I would like to
know if there are any actual claims of copyright ownership that people here
are even considering to assert against IETF's complete freedom to act and
establish functional Internet standards.

/Larry



 -Original Message-
 From: ietf-boun...@ietf.org [mailto:ietf-boun...@ietf.org] On Behalf Of
 Dave CROCKER
 Sent: Wednesday, December 17, 2008 3:34 PM
 To: Brian E Carpenter
 Cc: IETF discussion list
 Subject: Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary
 
 
 
 Brian E Carpenter wrote:
  On 2008-12-18 11:32, Dave CROCKER wrote:
  My assumption was that the IETF owned the work.  Pure and simple.
 
  False. You never implicitly transferred ownership.
 
 
 Yes I did.  As I say, that was the culture.
 
 Scott didn't have to come to Erik or me and ask permission, and he didn't
 even
 have to think about whether he was required to.  That was the culture. Law
 often
 follows culture, since culture creates established practice.
 
 I do realize that that was a long time ago and that we certainly have many
 participants holding different views.
 
 I was reviewing the history on the general belief that a crisis of the
 current
 sort can often be aided by taking a fresh look at first principles.
 
 
 
 But since I've now had a number of public and private exchanges with folk
 who
 have been diligent participants in this topic and since none has seemed to
 understand -- nevermind embrace -- the line of discussion I've tried to
 raise,
 I'll go back to my observer status and let the folks who are putting the
 real
 effort into this continue on.
 
 d/
 
 
 --
 
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bbiw.net
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 https://www.ietf.org/mailman/listinfo/ietf

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RE: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-17 Thread John C Klensin


--On Wednesday, 17 December, 2008 16:56 -0800 Lawrence Rosen
lro...@rosenlaw.com wrote:

 Dave Crocker wrote:
 That was the culture. Law often
 follows culture, since culture creates established practice.
 
 I hope you're right.
 
 May I ask: Is there anyone on this list who is asserting a
 current copyright interest in any IETF RFC--on your own behalf
 or on behalf of your company--that would encumber the freedom
 of any IETF participants to copy, create derivative works, and
 distribute that RFC in accordance with IETF culture?
...

Larry,

So that we don't get assertions about either universal negatives
or about people who are assumed to give up the right to claim
copyright interest as a consequence of not answering your
question,...

Your question does not distinguish between uses by IETF
participants for IETF-related purposes (e.g., standards
development) and uses by people who participate in the IETF for
purposes not directly related to IETF work (e.g., insertion into
programs or their documentation whether conforming to those
standards or not).  Was the failure to make that distinction
intentional?

If it was intentional, is your question intended as a back-door
way to reopen the questions about whether the IETF intends
unlimited use of its material, with or without acknowledgements
and citation and regardless of purpose, that the IPR WG resolved
in the negative?

Finally, when you ask this question, are you asking as an
individual participant in the IETF process or as an attorney who
might be called upon to advise one or more clients on the
subject of dealing with the IETF and/or IETF-related IPR?  If
the latter, would you mind identifying those clients and any
other interest you might have in the answers other than idle
curiousity?

   thanks,
john

p.s. Even if it were clearly true at one time, which some would
dispute, Dave's assertion about the present IETF culture is
controversial given, at least, the IETF's history and positions
about IPR and copyright over the last decade or more.

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RE: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-17 Thread Lawrence Rosen
Reply below. /Larry

 -Original Message-
 From: John C Klensin [mailto:john-i...@jck.com]
 Sent: Wednesday, December 17, 2008 7:02 PM
 To: lro...@rosenlaw.com; 'IETF discussion list'
 Subject: RE: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary
 
 
 
 --On Wednesday, 17 December, 2008 16:56 -0800 Lawrence Rosen
 lro...@rosenlaw.com wrote:
 
  Dave Crocker wrote:
  That was the culture. Law often
  follows culture, since culture creates established practice.
 
  I hope you're right.
 
  May I ask: Is there anyone on this list who is asserting a
  current copyright interest in any IETF RFC--on your own behalf
  or on behalf of your company--that would encumber the freedom
  of any IETF participants to copy, create derivative works, and
  distribute that RFC in accordance with IETF culture?
 ...
 
 Larry,
 
 So that we don't get assertions about either universal negatives
 or about people who are assumed to give up the right to claim
 copyright interest as a consequence of not answering your
 question,...

[LR:] Universal negatives? I remember at least one email here yesterday or
today where someone cavalierly stated that he claimed a copyright in an
unnamed IETF spec. I wanted to flesh that claim out. Perhaps that person
will have the courage to speak up precisely.

That's the problem around here. People worry to death about IP claims that
nobody is willing to actually make. People develop IP policies that solve
nonexistent problems (such as the code vs. text debate) and, by doing
so, add further confusion, evidenced by this current problem. 

I refuse to be cowed by ambiguous claims of IP, particularly copyrights that
seek to inhibit the development of *functional* industry standards. It is
even worse than ambiguously claiming that there might be patented
technology here but then refusing to identify or license it, because
copyright lasts for 100 years, not just 20. I can outwait the patent IP
claims, but technology will be hostage for my entire lifetime to the
copyrights. That can't be justified.

 
 Your question does not distinguish between uses by IETF
 participants for IETF-related purposes (e.g., standards
 development) and uses by people who participate in the IETF for
 purposes not directly related to IETF work (e.g., insertion into
 programs or their documentation whether conforming to those
 standards or not).  Was the failure to make that distinction
 intentional?

[LR:] Yes. Both are absolutely essential for implementation of open
standards.


 If it was intentional, is your question intended as a back-door
 way to reopen the questions about whether the IETF intends
 unlimited use of its material, with or without acknowledgements
 and citation and regardless of purpose, that the IPR WG resolved
 in the negative?

[LR:] Yes, since the front door has been closed. My question is definitely:
Is anyone retaining a copyright in such functional materials with the intent
to prevent unlimited use by *anyone*? Please don't assert that this need be
without acknowledgements and citation. I've never said that. As for
regardless of purpose, as long as the purpose is to obtain a specific
standard functionality and thus the words are not subject to copyright, try
and stop me, regardless of what the IPR WG says.


 Finally, when you ask this question, are you asking as an
 individual participant in the IETF process or as an attorney who
 might be called upon to advise one or more clients on the
 subject of dealing with the IETF and/or IETF-related IPR?  If
 the latter, would you mind identifying those clients and any
 other interest you might have in the answers other than idle
 curiousity?

[LR:] I am asking as an attorney and IETF participant (we're all individuals
here, I've been told, with individual opinions) who is anxious to understand
why so many people on here are worried about copyright infringement and are
seeking to protect copyrights they don't even have the honesty to claim
outright. I care about IETF specifications in this email thread, not about
any specific clients. As to whether I might represent one or more clients on
this issue, my lips are sealed.


thanks,
 john
 
 p.s. Even if it were clearly true at one time, which some would
 dispute, Dave's assertion about the present IETF culture is
 controversial given, at least, the IETF's history and positions
 about IPR and copyright over the last decade or more.

[LR:] So if the culture is controversial, and the process we've
inadequately developed is controversial, perhaps we should actually consider
the law. Which is what I'm trying to do. Unfortunately what people are doing
here is speculating about hypothetical situations and refusing to declare
their real interests in promoting restricted copyright licenses for
functional specifications.




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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-17 Thread Keith Moore
Lawrence Rosen wrote:

 That's the problem around here. People worry to death about IP claims that
 nobody is willing to actually make. People develop IP policies that solve
 nonexistent problems (such as the code vs. text debate) and, by doing
 so, add further confusion, evidenced by this current problem. 

This should not be surprising.  The vast majority of us are not lawyers,
and therefore we don't have the kind of wisdom that a lawyer has - in
particular the kind of wisdom that tells an experienced lawyer which
kinds of threats are actually worth worrying about, and more
importantly, which ones are not.

To most of us, the law - especially intellectual property law - is a
threat that we don't understand.  But we've seen it do considerable harm
to our profession, and many of us have been personally burned by it.  So
we can't afford to ignore the problem.

And while we also have some difficulty knowing how much to trust IETF's
 counsel on these matters, few of us are willing/able to pay for our own
legal advice in these matters.  Even if we did, it's not clear that we'd
get consistent answers from our individual lawyers.  So in order to get
rough consensus among ourselves, we'd still be trying to protect
ourselves against threats that many would feel were nonexistent.

I'm not sure what to do about any of this.

Keith
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-17 Thread Cullen Jennings


Larry,  your email sounded dangerously close to suggesting that it  
might be ok to break the copyright law because no one would object to  
it. Is that what you are suggesting?



On Dec 17, 2008, at 5:56 PM, Lawrence Rosen wrote:


Dave Crocker wrote:

That was the culture. Law often
follows culture, since culture creates established practice.


I hope you're right.

May I ask: Is there anyone on this list who is asserting a current  
copyright

interest in any IETF RFC--on your own behalf or on behalf of your
company--that would encumber the freedom of any IETF participants to  
copy,
create derivative works, and distribute that RFC in accordance with  
IETF

culture?

On what basis do you assert that current copyright interest in those  
RFCs?
Have you registered that copyright? Is that copyright interest sole  
or joint

with any other entity, including other contributors or the IETF Trust
itself?

I'm not interested to hear about hypothetical situations. I would  
like to
know if there are any actual claims of copyright ownership that  
people here
are even considering to assert against IETF's complete freedom to  
act and

establish functional Internet standards.

/Larry




-Original Message-
From: ietf-boun...@ietf.org [mailto:ietf-boun...@ietf.org] On  
Behalf Of

Dave CROCKER
Sent: Wednesday, December 17, 2008 3:34 PM
To: Brian E Carpenter
Cc: IETF discussion list
Subject: Re: IPR Questions Raised by Sam Hartman at the IETF 73  
Plenary




Brian E Carpenter wrote:

On 2008-12-18 11:32, Dave CROCKER wrote:

My assumption was that the IETF owned the work.  Pure and simple.


False. You never implicitly transferred ownership.



Yes I did.  As I say, that was the culture.

Scott didn't have to come to Erik or me and ask permission, and he  
didn't

even
have to think about whether he was required to.  That was the  
culture. Law

often
follows culture, since culture creates established practice.

I do realize that that was a long time ago and that we certainly  
have many

participants holding different views.

I was reviewing the history on the general belief that a crisis of  
the

current
sort can often be aided by taking a fresh look at first principles.



But since I've now had a number of public and private exchanges  
with folk

who
have been diligent participants in this topic and since none has  
seemed to
understand -- nevermind embrace -- the line of discussion I've  
tried to

raise,
I'll go back to my observer status and let the folks who are  
putting the

real
effort into this continue on.

d/


--

  Dave Crocker
  Brandenburg InternetWorking
  bbiw.net
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-17 Thread Simon Josefsson
Keith Moore mo...@network-heretics.com writes:

 Dave CROCKER wrote:

 My assumption was that the IETF owned the work.  Pure and simple.
 
 The IETF was free to do whatever the hell if felt like with the work and
 I retained no rights.  Use it.  Give it to another group.  Kill it. 
 Whatever.

 My understanding was that IETF had a non-exclusive, transferable license
 to my rights to the work as creator, including the right to make
 derivative works.  But that's not the same thing as IETF owning the work.

Right.  One reason RFC 5378 is drafted the way it is, is that the IETF
didn't used to have the right to sub-license contributions to others.

If contributors would have licensed all their contributions to anyone
instead of to the Trust, the problem would be reduced.  The second step
in solving the problem would be to allow contributions to contain
material with separate licenses, to allow for older IETF contributions.

/Simon
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Re: RFC5378 alternate procedure (was: Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary)

2008-12-16 Thread Harald Alvestrand

Material comments:

- Section 3: RFC 5378 expected the date on which 5378 was effective to 
be set by the Trust (section 2.1), and explicitly did not want to cast 
into RFC stone the procedure by which the changeover date was determined.


- I disagree with the decision to allow *all* of a submission, including 
new text, to be 3978-boilerplated. As I've said before, my preferred 
resolution mechanism is to have a mechanism available (probably 
front-page disclaimer + details in the Contributors section) for listing 
pre-5378 sources from which material was copied without 5378 permission 
being granted by the authors.
I believe the continued production of material that is licensed under 
3978 only will be long-term harmful to the state of the IETF's IPR 
confusion.


 Harald

John C Klensin wrote:

Hi.

I've just reposted this draft as
draft-klensin-rfc5378var-01.txt.  I didn't removing the material
I indicated I was going to remove because this version follows
too quickly on the previous one.

There are only two sets of changes, but the first seemed
sufficiently important to be worth a quick update:

(1) Alfred Hoenes caught several places in which I had
transposed digits or otherwise fouled up RFC numbers to which I
was making reference.  This type of work is sufficiently
confusing without that sort of stupid problem, for which I
apologize -- I thought I had proofread it carefully enough but
obviously did not.  They have been fixed.

(2) I realized that it was necessary for completeness to
un-obsolete 3948 and 4748 if they were going to be referenced,
or material from them picked up and copied into, documents, so I
have inserted a paragraph to take care of that.

Anyone who has successful read the -00 version and understood it
can safely ignore this one.  Anyone who has not yet read -00, or
who tried to read it and was confused by the numbering errors,
may find this version more helpful.

Comments are, of course, welcome on either one.

 john

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Re: RFC5378 alternate procedure (was: Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary)

2008-12-16 Thread John C Klensin
(in the interest of efficiency, I'm going to respond to Harald's
and Simon's comments in a single note and pick up one of
Hector's remarks in the process)

Harald,

--On Tuesday, 16 December, 2008 09:53 +0100 Harald Alvestrand
har...@alvestrand.no wrote:

 Material comments:
 
 - Section 3: RFC 5378 expected the date on which 5378 was
 effective to be set by the Trust (section 2.1), and explicitly
 did not want to cast into RFC stone the procedure by which the
 changeover date was determined.

I understand that.  I even believe that the WG decision in that
regard, reflected in 5378, was correct in that regard.   But we
have ended up in a situation in which reasonable people,
apparently even practicing attorney-type reasonable people,
disagree on the actual effective changeover date and its
validity.  Except as an example of we don't do this at all
well (see below), why that happened is not particularly
interesting compared to the importance of properly identifying
and solving, or at least working around, the problem.

 - I disagree with the decision to allow *all* of a submission,
 including new text, to be 3978-boilerplated. As I've said
 before, my preferred resolution mechanism is to have a
 mechanism available (probably front-page disclaimer + details
 in the Contributors section) for listing pre-5378 sources from
 which material was copied without 5378 permission being
 granted by the authors.
 I believe the continued production of material that is
 licensed under 3978 only will be long-term harmful to the
 state of the IETF's IPR confusion.

I tried to say this in the document, but obviously not clearly
enough.   I believe that the right long-term strategy is some
sort of hybrid in which earlier text is somehow grandfathered
and newer text falls under the newer rules.  That is desirable
not only for the reason you cite but because, as Simon points
out, 3978 has its own set of problems that we should not
perpetuate any longer or more than necessary.

_However_ there are two problems with a hybrid strategy.  The
first is that I see almost no chance that we could develop that
necessary model, plan, and documentation quickly and get it
right (see below).  I believe that, if 5378 is taken seriously
and is the only permitted posting mode after today, that a
number of document and WG efforts are simply going to come to a
halt until we get a workaround in place.   The just use 3978
until we get this sorted out model of the I-D is a proposal for
that (I hope temporary) workaround; it is not a suggestion for a
permanent solution.  

The second is an issue on which I think we need advice from the
Trustees and from Counsel and then time to consider and discuss
that advice.  To a first approximation, the IPR in a document
completely created under 5378 rules is extremely easy to
understand and administer: the Trust owns the thing and all
rights to use it, even for IETF development purposes, derive
from licenses granted by the Trust.  Similarly, and again to a
first approximation, the IPR in the document completely created
under 3978 or its predecessors is easy to understand and
administer: the IETF can use the document any way it needs/wants
to, anyone can copy, distribute, etc.,  and anyone with another
use must seek out the authors for permission.   

A document that contains both 3978 (or earlier) material and
5378 material is a much more complex proposition.   Obviously,
the Trust can't grant rights it doesn't have.  Probably a grant
from the Trust that says you can do X with any part of the
document we control, but for anything else you have to have to
contact the authors, and we can't tell you which is which is
the worst of both worlds... one in which anyone who is being
conservative will feel a need to obtain both a license from the
Trust _and_ licenses from the authors/ Contributors.   Does that
mean that, to do a hybrid document, we will have to label each
paragraph with its authorship/ 5378 status?   I don't know, and
that is where consultation with Counsel is needed.  One we get
those answers, we can start figuring out the tradeoffs and what
we _really_ want.But I am certain we won't be able to figure
that out and get it right this week, or even this year.


Simon,

--On Tuesday, 16 December, 2008 15:03 +0100 Simon Josefsson
si...@josefsson.org wrote:

...
 Thanks for trying to do something about this problem.  I've
 read the -01 document.  It describes a solution that would be
 very far from a good copyright situation -- even further away
 than RFC 5378 alone, given that RFC 3978 is seriously flawed
 in some ways.  However, I think your draft is likely to be one
 of few approaches that can gain consensus quickly enough to be
 an effective solution to the problem you describe.  It could
 be a stop-gap measure for the next year or so, until better
 copyright policies can be developed.

That is really all I intend -- something that can get us out of
this hole, that could be adopted and implemented 

Re: RFC5378 alternate procedure (was: Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary)

2008-12-16 Thread Thomas Narten
Cullen Jennings flu...@cisco.com writes:

 I believe it would allow us to continue work where the text had been  
 provided under the 3978 rules. Without something like this, I don't  
 know how I can submit new versions of  the WG internet drafts that I  
 am an co-author of. I can not even figure out who are all the people  
 that contributed significant text to the WG drafts much less imagine  
 how I will get permission from all of them to submit the draft under  
 the the 5378 rules.

Question. It is my understanding/assumption that the ONLY parties that
one must clearance from are the actual listed authors of the
document. Specifically, one does NOT need to go back to everyone who
might have contributed text. That, at least, is how we seem to have
been operating for a long time, i.e, it is only the listed authors
that matter.
 
Having said that, things might be murkier than that if one looks at an
acknowledgment section to find everyone who might have contributed
significant text.

I.e., when incorporating comments from individuals in WGs, those
contributions are covered by the NOTE WELL. Does the NOTE WELL also
need to be extended to cover the expanded rights case?  Please say no!

Thomas
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-16 Thread Dave CROCKER



Cullen Jennings wrote:


On Dec 12, 2008, at 1:07 PM, Russ Housley wrote:


This was the consensus of the IPR WG and the IETF,


I doubt the IPR WG really fully thought about this or understood it. If 
someone who was deeply involved can provide definitive evidence of this 
one way or the other that would be great. I am pretty sure this was not 
widely understood when it was IETF LC and I very confident it was not 
understood by the IESG when when they approved it.



Indeed.  But more importantly, this sub-thread naturally and inevitably reduces 
down to an infinite, entirely unproductive finger-pointing game.


We have a reality that the new IPR rules are fundamentally problematic.  Prior 
to their imposition, we had a functioning system.  Now we don't.


And the only thing that changed was imposition of the new rules.  Nothing else 
happened.


The proposals are mostly about adding another layer of 'fix' to what was 
supposed, itself, to be an incremental fix.  The odds that we will get that 
additional layer wrong are demonstrably high.


We should, instead, re-invoke the previous rules, until we figure out how to 
make the correct changes.


d/

--

  Dave Crocker
  Brandenburg InternetWorking
  bbiw.net

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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-16 Thread John C Klensin
Dave,

--On Tuesday, 16 December, 2008 10:26 -0800 Dave CROCKER
d...@dcrocker.net wrote:

 Indeed.  But more importantly, this sub-thread naturally and
 inevitably reduces down to an infinite, entirely unproductive
 finger-pointing game.

For various reasons, I don't believe that game is infinite.  I
believe that we all had the opportunity to identify these
problems during Last Call or earlier and that no one did a
careful enough review.  That means that the finger points to
either everyone participating in the IETF or to the fundamental
process we use to review and approve this type of documents.
Neither is infinite, but it makes the exercise even more
non-productive.

 We have a reality that the new IPR rules are fundamentally
 problematic.  Prior to their imposition, we had a functioning
 system.  Now we don't.
 
 And the only thing that changed was imposition of the new
 rules.  Nothing else happened.
 
 The proposals are mostly about adding another layer of 'fix'
 to what was supposed, itself, to be an incremental fix.  The
 odds that we will get that additional layer wrong are
 demonstrably high.

And that is precisely why my I-D turns things into a choice
between new rules and old rules, based only on the conclusion of
the submitter about what is important... and why it does not
attempt to fix 5378.  I agree with you about the odds of
getting an additional layer right, especially so if we try to do
it quickly.

 We should, instead, re-invoke the previous rules, until we
 figure out how to make the correct changes.

Yes, just suspend 5378 until we get this sorted out and then,
if necessary, repeal it and start over did occur to me.  I
tried to suggest last week that the IAOC and Trustees figure out
a way to do just that, if necessary generating a pro-forma
appeal of something that would permit the IESG to take an
equivalent action.  If I correctly understand the responses we
received, that wasn't believed to be possible.   The Trustees
have advice of Counsel (who is also a co-author of 5378) and I
don't in that matter, so, if they concluded that they couldn't
figure out a way to defer 5378 and reinvoke the previous rules,
I think we need to accept that and move on.

Of course, we could generate an I-D whose only substantive text
was either

move 5378 to historic and un-obsolete 3978 and 4749

or

suspend application of 5378 until some specified
condition happens.

I know how to write the first.  I don't know how to write the
second, but maybe someone else does.

I took the path that my I-D specifies because I concluded that
we have gotten into a place in which re-invoking the old rules
is not possible.  With the usual IANAL disclaimers, it appears
to me that we are in the following situation:

* Documents have been posted with RFC 5378 language.

* At least some of the Trustees believe, presumably on
advice of Counsel, that RFC 5378 has been in effect
since November 10, that everything done in the IETF
since November 10 is covered by it, including everything
that happened during IETF 73, and that 3978 became
obsolete and of no effect on that date.  It appears that
all RFCs posted after that date carry the 5378 language.
While some of us have a bit of trouble with the logic on
which that belief  is based, we know that legal logic is
sometimes different from normal logic and assume that
any controversy about 5378 effectiveness would not be
resolved until settled by a court.   I can't speak for
others, but I don't want to go near that solution if it
can be avoided.

* Ignoring all of the non-IETF uses for the moment, RFC
5378 is not a linear descendant of 3978 and its
predecessors, but a change in direction from authors
grant rights to the IETF and its participants to
authors grant rights to the IETF Trust, which then
grants rights back to IETF participants so we can do
work.  If we suspend or repeal 5378 to re-invoke the
previous rules, it appears to me that any documents
covered by the 5378 rules fall into a strange
never-never land in which the IETF may have _no_ rights
to them at all.  Remembering that set of documents
contains anything from several RFCs and I-Ds to all of
IETF history since before IETF 73, that is an
unattractive situation, to put it mildly.

* One could argue that everything published or
contributed between November 10 and now is still covered
by the (old) Note Well and hence that the old rules are
still in effect in parallel to the rules of 5378, i.e.,
that Contributors are making both the old grant direct
to IETF participants and the new grant to the IETF
Trust.  That position would be a little inconsistent
with the assertion that 3978 

Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-16 Thread Sam Hartman
 John == John C Klensin john-i...@jck.com writes:

 We have a reality that the new IPR rules are fundamentally
 problematic.  Prior to their imposition, we had a functioning
 system.  Now we don't.
 
 And the only thing that changed was imposition of the new
 rules.  Nothing else happened.
 
 The proposals are mostly about adding another layer of 'fix' to
 what was supposed, itself, to be an incremental fix.  The odds
 that we will get that additional layer wrong are demonstrably
 high.

John And that is precisely why my I-D turns things into a choice
John between new rules and old rules, based only on the
John conclusion of the submitter about what is important... and
John why it does not attempt to fix 5378.  I agree with you
John about the odds of getting an additional layer right,
John especially so if we try to do it quickly.

For what it is worth, I as an individual support the new rules, and believe 
Russ gave me a fine answer.
I would not support turning this into a choice.
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-16 Thread SM

At 13:41 16-12-2008, Sam Hartman wrote:
For what it is worth, I as an individual support the new rules, and 
believe Russ gave me a fine answer.


You asked a good question.


I would not support turning this into a choice.


According to a message [1] posted by the IETF Chair, the updated 
boilerplate is required as from December 16.  There was a Last Call 
on December 16 for draft-ietf-sieve-managesieve.  There is a 
sub-section in that I-D that is similar to text found in RFCs on the 
Standard Track.  Previously, reuse of text as part of the Standard 
Process wasn't an issue.  One could even argue that the reuse of some 
text falls under the doctrine of fair use.


If I were to send comments pointing out that some parts of the 
document are not in line with what RFC 5378 prescribes, the IESG may 
have to determine whether BCP 78 and BCP 79 were followed even if the 
IETF takes no position regarding the validity or scope of any 
Intellectual Property Rights or other rights.


1. http://www.ietf.org/mail-archive/web/ietf-announce/current/msg05509.html

Regards,
-sm 


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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-16 Thread Joel M. Halpern
I have a very different view of this situation, and disagree wstrongly 
with John's recommended fix (or the equivalent fix of completely 
rolling back 5378 and 5377.)


First and foremost, it should be kept in ming by anyone reading this 
that the IPR working was convened by the then IETF chair, and continued 
by succeeding chairs because there were problems that actually needed to 
be fixed.  There are things that the community considered (and 
presumably still does consider) either necessary or important that are 
not properly addressed by the earlier documents.  This varied between a 
lack of clarity in some areas, and a lack of ability to perform 
necessary actions in other areas.
The working group was not convened just because we wanted to, or even 
because we thought we could make things better.  If it had not 
appeared that there were significant problems, I for one would have 
taken the much easier course and just said leave it alone.  And I am 
quite confident I am not alone.


Secondly, giving people a choice of terms is basically going to create 
confusion.  For example, one of the issues raised in the working group 
was that our previous rights grant appeared not to properly allow folks 
to modify code.  And it required them to include things in used code 
that made it hard to use that code in various contexts.  We want to see 
implementations.  We want to see accurate, interoperable 
implementations.  Using the code and tables from various RFC is 
somewhere between necessary and and desirable.
But, if we assume that the folks who were concerned were right, then if 
we give everyone a choice, anyone trying to right code using our tables, 
etc has to figure out what rights they are being granted to use any 
given RFC or I-D.
Yes, there are those who argued that there was no problem.  However, the 
WG concluded that there was at the very least significant confusion, and 
probably an actual problem.


Yes, having to get rights from folks is a pain.
But if we are not willing to push to do that, then we might as well 
consider that the rights granted to the IETF are locked in stone 
forever, and can never be upgraded, because it will never happen.


It should be understood also that some folks actually wanted us to go 
further than we did in 5377.  5378 and 5377 represent the best 
compromise we could work out.  The community is certainly free to decide 
that it doesn't want to do that.


While some folks who were there say that they feel not enough attention 
was paid to this issue, it is the case that we did discuss at least some 
of the impact, and none of what turned out to be needed surprised me.


Yours,
Joel M. Halpern
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-15 Thread Simon Josefsson
AJ Jaghori ciscowo...@gmail.com writes:

 Modifying an author's original work without specified permission;
 regardless of new findings, constitutes a copyright infringement.

Sure, but the old RFC copyright license (e.g., RFC 2026 and RFC 3978)
gave IETF participants the necessary rights to allow modifications of
earlier IETF work within the IETF standard process.  The new one
doesn't, and the consequences of that situation is what's discussed.

/Simon





 On 12/13/08, Christian Huitema huit...@windows.microsoft.com wrote:
 You can improve any technology you want, modulo IPR -- that's not the
 point here.  The problem is taking existing copyrighted text and using
 it as a base for describing your technology.

 That's indeed the problem we stumbled upon years ago. Suppose that a
 contributor has written a complete description of technology X, getting it
 published as a 100 pages RFC. A remarkable feat, and a great contribution to
 the community. A few years letter, the working group realizes that they like
 the technology, but would like to change a couple options. That normally
 translates into changing a paragraph or two, resulting in a new RFC, more
 than 90% identical to the previous one.

 Suppose now that for whatever reasons, the original author disagrees with
 the changes, or with the new management of the working group, or with the
 new editor. People are human, these things do happen. IANAL, but my
 understanding at the time was that the original copyright still applied to
 the original text, and that the working group would be left with only bad
 options. They could issue a delta RFC that only contained the modifications,
 but that is somewhat confusing for the readers. Or they could undertake a
 complete rewriting of the standard, but that takes a long time and is also
 prone to errors and confusion.

 This is very much why we got the statement on copyrights in RFC 1602, in
 1996. You will notice that copyrights were only mentioned as something we
 might need to worry about later in the appendix of the previous rules, RFC
 1310 published in 1992.

 -- Christian Huitema


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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-15 Thread Simon Josefsson
Cullen Jennings flu...@cisco.com writes:

 On Dec 12, 2008, at 1:07 PM, Russ Housley wrote:

 This was the consensus of the IPR WG and the IETF,

 I doubt the IPR WG really fully thought about this or understood
 it. If someone who was deeply involved can provide definitive evidence
 of  this one way or the other that would be great. I am pretty sure
 this  was not widely understood when it was IETF LC and I very
 confident it  was not understood by the IESG when when they approved
 it.

I agree.  I don't recall discussions that the intention was that the
documents would require IETF participants to contact earlier IETF
contributors about transferring rights to the Trust.  I believe the
intention was to maintain status quo in this area, i.e., to allow IETF
participants to freely re-use IETF documents within the IETF standards
process.

Given the complexity of the documents, I'm not surprised there are
unforeseen consequences like this.  Unfortunately, the problems I
brought up with the old copyright policy did not lead to discussions of
how to reduce complexity.  Instead, more complexity was added to work
around identified problems.

/Simon
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RFC5378 alternate procedure (was: Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary)

2008-12-15 Thread John C Klensin
Hi.

In an attempt to get this discussion unstuck and to provide a
way forward for those of us whose reading of 5378 (or advice
from counsel) have convinced us that we cannot post most
documents that contain older text written by others under the
new rules, I've posted a new I-D,
draft-klensin-rfc5378var-00.txt.

It would be very helpful if people would actually read the draft
before commenting on it -- it isn't very long, and the key
section that contains the new procedure (Section 4) is under 40
lines of text -- but the intent is to make sure we don't get
stuck or that we get unstuck as quickly as possible.

While the draft reviews the history and context of the
situation, the elevator summary of the proposal is that, if an
author/ contributor is working on a document that contains old
text and concludes that he or she cannot reasonably comply with
the provisions of 5378, then it is permitted to post the
document with IPR rules that are strictly in conformance with
RFC 3978.  

In deference to the ever-patient and underappreciated
maintainers of tools, I note that this would require no changes
other than disabling (or later un-enabling) the 5378-only check
that I assume the Secretariat is going to turn on tomorrow.

A different possibility would be to create an exception
procedure in which such an author would have to request an
exemption from the IESG or the Trustees (or for the IESG to
conclude that the variance procedure of RFC 2026 could be used
for these cases).   My personal opinion is that those approaches
would add to the workload of people who are already too busy and
further bog us down.

This draft is not intended as a long term solution.   Long-term,
I think we will need to revise 5378 to make explicit provision
for new documents that contain older material for which having
the IETF Trust obtain additional rights is not feasible.  The
draft discusses that situation further.   But I don't believe
that we should even attempt to make that sort of change quickly,
especially since I am very sensitive to Simon's comment from
earlier today that I would generalize as every time a new issue
comes up, we respond by making things more complex and harder to
understand and work with.

So, in the short term, I hope this document will either provide
a basis for the new BCP that Russ indicated that the Trustees
need or at least can focus enough discussion that someone else
can generate such a BCP draft.

 john

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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-15 Thread Marshall Eubanks


On Dec 15, 2008, at 5:14 AM, Simon Josefsson wrote:


AJ Jaghori ciscowo...@gmail.com writes:


Modifying an author's original work without specified permission;
regardless of new findings, constitutes a copyright infringement.


Sure, but the old RFC copyright license (e.g., RFC 2026 and RFC 3978)
gave IETF participants the necessary rights to allow modifications of
earlier IETF work within the IETF standard process.  The new one
doesn't, and the consequences of that situation is what's discussed.



My understanding (IANAL and other warning apply) is that the new
license does do this, inside the IETF. It's grants to other  
organizations which is the issue.


Regards
Marshall



/Simon






On 12/13/08, Christian Huitema huit...@windows.microsoft.com wrote:
You can improve any technology you want, modulo IPR -- that's not  
the
point here.  The problem is taking existing copyrighted text and  
using

it as a base for describing your technology.


That's indeed the problem we stumbled upon years ago. Suppose that a
contributor has written a complete description of technology X,  
getting it
published as a 100 pages RFC. A remarkable feat, and a great  
contribution to
the community. A few years letter, the working group realizes that  
they like
the technology, but would like to change a couple options. That  
normally
translates into changing a paragraph or two, resulting in a new  
RFC, more

than 90% identical to the previous one.

Suppose now that for whatever reasons, the original author  
disagrees with
the changes, or with the new management of the working group, or  
with the

new editor. People are human, these things do happen. IANAL, but my
understanding at the time was that the original copyright still  
applied to
the original text, and that the working group would be left with  
only bad
options. They could issue a delta RFC that only contained the  
modifications,
but that is somewhat confusing for the readers. Or they could  
undertake a
complete rewriting of the standard, but that takes a long time and  
is also

prone to errors and confusion.

This is very much why we got the statement on copyrights in RFC  
1602, in
1996. You will notice that copyrights were only mentioned as  
something we
might need to worry about later in the appendix of the previous  
rules, RFC

1310 published in 1992.

-- Christian Huitema


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Re: RFC5378 alternate procedure (was: Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary)

2008-12-15 Thread Cullen Jennings


John,

I like the draft. It looks like a fairly pragmatic approach to solve  
the problem.


I believe it would allow us to continue work where the text had been  
provided under the 3978 rules. Without something like this, I don't  
know how I can submit new versions of  the WG internet drafts that I  
am an co-author of. I can not even figure out who are all the people  
that contributed significant text to the WG drafts much less imagine  
how I will get permission from all of them to submit the draft under  
the the 5378 rules.


Cullen

On Dec 15, 2008, at 1:27 PM, John C Klensin wrote:


Hi.

In an attempt to get this discussion unstuck and to provide a
way forward for those of us whose reading of 5378 (or advice
from counsel) have convinced us that we cannot post most
documents that contain older text written by others under the
new rules, I've posted a new I-D,
draft-klensin-rfc5378var-00.txt.

It would be very helpful if people would actually read the draft
before commenting on it -- it isn't very long, and the key
section that contains the new procedure (Section 4) is under 40
lines of text -- but the intent is to make sure we don't get
stuck or that we get unstuck as quickly as possible.

While the draft reviews the history and context of the
situation, the elevator summary of the proposal is that, if an
author/ contributor is working on a document that contains old
text and concludes that he or she cannot reasonably comply with
the provisions of 5378, then it is permitted to post the
document with IPR rules that are strictly in conformance with
RFC 3978.

In deference to the ever-patient and underappreciated
maintainers of tools, I note that this would require no changes
other than disabling (or later un-enabling) the 5378-only check
that I assume the Secretariat is going to turn on tomorrow.

A different possibility would be to create an exception
procedure in which such an author would have to request an
exemption from the IESG or the Trustees (or for the IESG to
conclude that the variance procedure of RFC 2026 could be used
for these cases).   My personal opinion is that those approaches
would add to the workload of people who are already too busy and
further bog us down.

This draft is not intended as a long term solution.   Long-term,
I think we will need to revise 5378 to make explicit provision
for new documents that contain older material for which having
the IETF Trust obtain additional rights is not feasible.  The
draft discusses that situation further.   But I don't believe
that we should even attempt to make that sort of change quickly,
especially since I am very sensitive to Simon's comment from
earlier today that I would generalize as every time a new issue
comes up, we respond by making things more complex and harder to
understand and work with.

So, in the short term, I hope this document will either provide
a basis for the new BCP that Russ indicated that the Trustees
need or at least can focus enough discussion that someone else
can generate such a BCP draft.

john

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Re: RFC5378 alternate procedure (was: Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary)

2008-12-15 Thread John C Klensin
Hi.

I've just reposted this draft as
draft-klensin-rfc5378var-01.txt.  I didn't removing the material
I indicated I was going to remove because this version follows
too quickly on the previous one.

There are only two sets of changes, but the first seemed
sufficiently important to be worth a quick update:

(1) Alfred Hoenes caught several places in which I had
transposed digits or otherwise fouled up RFC numbers to which I
was making reference.  This type of work is sufficiently
confusing without that sort of stupid problem, for which I
apologize -- I thought I had proofread it carefully enough but
obviously did not.  They have been fixed.

(2) I realized that it was necessary for completeness to
un-obsolete 3948 and 4748 if they were going to be referenced,
or material from them picked up and copied into, documents, so I
have inserted a paragraph to take care of that.

Anyone who has successful read the -00 version and understood it
can safely ignore this one.  Anyone who has not yet read -00, or
who tried to read it and was confused by the numbering errors,
may find this version more helpful.

Comments are, of course, welcome on either one.

 john

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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-13 Thread TSG

Russ Housley wrote:

Marshall:

My understanding (and IANAL and Jorge is welcome to correct me) is 
that the IETF
does indeed have sufficient rights to allow re-use of IETF documents 
within the IETF, and
that this is purely concerned with the power of granting modification 
rights to other parties.


This is not a very common occurrence as far as I can tell, and so in 
some sense

this is a corner case.


You are correct that the rights for the IETF Standards Process are 
already in place, at least for every contribution made after RFC 2026 
was published.  However, RFC 5378 does not include a provision for a 
contribution that does not grant all of the required rights.


Even if the IETF Trust were to never make use of any rights beyond the 
IETF Standards Process, these additional rights must be granted under 
the requirements of RFC 5378.  If a person cannot obtain the necessary 
rights, then that person cannot make a contribution to the IETF.  This 
was the consensus of the IPR WG and the IETF, and the IETF is now 
operating under the resulting process BCP.


Russ
Which changes the IETF from arguably a pure RD NPO to a IP Licensing 
House with a portfolio worth at the very least the hundreds of millions 
spent on producing it.


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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-13 Thread Eric Rescorla
At Sat, 13 Dec 2008 09:49:09 +1300,
Brian E Carpenter wrote:
At Sat, 13 Dec 2008 09:49:09 +1300,
Brian E Carpenter wrote:
 
 On 2008-12-13 08:20, Russ Housley wrote:
  At 01:28 PM 12/12/2008, Simon Josefsson wrote:
  
  As far as I understand, I can no longer take RFC 4398, fix some
  minor problem, and re-submit it as a RFC 4398bis.  Even though I was
  editor of RFC 4398.  The reason is that some material in that document
  was written by others.  At least, I cannot do this, without getting
  permission from the other people who wrote the initial document.  I wish
  this is mistaken and that someone can explain how to reconcile this
  example with what Russ wrote.
  
  Correct.  RFC 5378 imposes this burden on the contributor.  All of the
  rights needed to make updates to the document within the IETF Standards
  Process are clearly already available, but the contributor is required
  to obtain the additional rights that are required by RFC 5378.
 
 Formally yes. But the Trust can take the sting out of this by
 a vigorous effort to get former contributors to sign over the
 necessary rights, and by providing a convenient method for
 this to be done.

Maybe I'm missing something, but I don't see how this helps, because
we have no tracking of all the contributors to those previous
documents. So, how can the contributor know that all forme
contributors have executed those additional rights grants?

-Ekr
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-13 Thread Scott Kitterman
On Sat, 13 Dec 2008 08:12:17 -0800 Eric Rescorla e...@networkresonance.com 
wrote:
At Sat, 13 Dec 2008 09:49:09 +1300,
Brian E Carpenter wrote:
At Sat, 13 Dec 2008 09:49:09 +1300,
Brian E Carpenter wrote:
 
 On 2008-12-13 08:20, Russ Housley wrote:
  At 01:28 PM 12/12/2008, Simon Josefsson wrote:
  
  As far as I understand, I can no longer take RFC 4398, fix some
  minor problem, and re-submit it as a RFC 4398bis.  Even though I was
  editor of RFC 4398.  The reason is that some material in that document
  was written by others.  At least, I cannot do this, without getting
  permission from the other people who wrote the initial document.  I 
wish
  this is mistaken and that someone can explain how to reconcile this
  example with what Russ wrote.
  
  Correct.  RFC 5378 imposes this burden on the contributor.  All of the
  rights needed to make updates to the document within the IETF Standards
  Process are clearly already available, but the contributor is required
  to obtain the additional rights that are required by RFC 5378.
 
 Formally yes. But the Trust can take the sting out of this by
 a vigorous effort to get former contributors to sign over the
 necessary rights, and by providing a convenient method for
 this to be done.

Maybe I'm missing something, but I don't see how this helps, because
we have no tracking of all the contributors to those previous
documents. So, how can the contributor know that all forme
contributors have executed those additional rights grants?

Additionally, I think the major problem isn't with active contributors, but 
with people who are inactive/unreachable.

Scott K
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-13 Thread Cullen Jennings


On Dec 12, 2008, at 1:07 PM, Russ Housley wrote:


This was the consensus of the IPR WG and the IETF,


I doubt the IPR WG really fully thought about this or understood it.  
If someone who was deeply involved can provide definitive evidence of  
this one way or the other that would be great. I am pretty sure this  
was not widely understood when it was IETF LC and I very confident it  
was not understood by the IESG when when they approved it.



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RE: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-13 Thread Lawrence Rosen
 On Dec 12, 2008, at 1:07 PM, Russ Housley wrote:
 
  This was the consensus of the IPR WG and the IETF,
 
 On Dec 13, 2008, at 8:52 AM, Cullen Jennings responded:
 I doubt the IPR WG really fully thought about this or understood it.
 If someone who was deeply involved can provide definitive evidence of
 this one way or the other that would be great. I am pretty sure this
 was not widely understood when it was IETF LC and I very confident it
 was not understood by the IESG when when they approved it.

Cullen Jennings is right. I remember that the IPR WG consistently focused on
narrow issues rather than assessing the big picture.

As to Sam Hartman's original question, he is free to take any RFC and modify
it to describe the essential functions of a different industry standard
functional specification without asking anyone's permission. He needn't seek
a copyright license from IETF or from any contributor to IETF. Quite simply,
copyright doesn't apply:

   In no case does copyright protection for an original work
   of authorship extend to any idea, procedure, process, system,
   method of operation, concept, principle, or discovery, 
   regardless of the form in which it is described, explained,
   illustrated, or embodied in such work. 17 USC 102(b).

The notion is not right, albeit that it is reflected in the current IETF IPR
policy, that a process can be in any way restricted from being improved
because someone planted a copyright notice on its essential description. An
description of a process, method of operation, etc., cannot be locked away
and prevented from amendment and improvement because of copyright. Allowing
that would subject our functional process specifications in IETF to 100-year
copyright monopolies even though there aren't even 20-year patent monopolies
that apply to that specification. Nobody owns those ideas or the essential
descriptions of those ideas; they are public domain.

So my answer to Sam's question is: I dare anyone to try and stop you or me
from taking an IETF RFC and revising it as necessary to express any new
idea, procedure, process, system, method of operation, concept, principle,
or discovery. And I dare anyone to try and stop IETF or any other standards
organization from adopting such an improvement as a revised RFC because of a
copyright notice.

/Larry

Lawrence Rosen
Rosenlaw  Einschlag, a technology law firm (www.rosenlaw.com)
3001 King Ranch Road, Ukiah, CA 95482
707-485-1242 * cell: 707-478-8932 * fax: 707-485-1243
Skype: LawrenceRosen

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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-13 Thread Julian Reschke

Lawrence Rosen wrote:

...
The notion is not right, albeit that it is reflected in the current IETF IPR
policy, that a process can be in any way restricted from being improved
because someone planted a copyright notice on its essential description. An
description of a process, method of operation, etc., cannot be locked away
and prevented from amendment and improvement because of copyright. Allowing
that would subject our functional process specifications in IETF to 100-year
copyright monopolies even though there aren't even 20-year patent monopolies
that apply to that specification. Nobody owns those ideas or the essential
descriptions of those ideas; they are public domain.

So my answer to Sam's question is: I dare anyone to try and stop you or me
from taking an IETF RFC and revising it as necessary to express any new
idea, procedure, process, system, method of operation, concept, principle,
or discovery. And I dare anyone to try and stop IETF or any other standards
organization from adopting such an improvement as a revised RFC because of a
copyright notice.
...


So, in the process of doing this, can I use the original RFC text?

Best regards, Julian

PS: would I need sign off from all previous contributors for the IDs I 
posted in November, draft-ietf-httpbis-p*? How do I find out who these 
contributors are in case they are not listed as authors?

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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-13 Thread Scott Brim
Lawrence Rosen allegedly wrote, On 12/13/08 2:04 PM:
 The notion is not right, albeit that it is reflected in the current IETF IPR
 policy, that a process can be in any way restricted from being improved
 because someone planted a copyright notice on its essential description. An
 description of a process, method of operation, etc., cannot be locked away
 and prevented from amendment and improvement because of copyright. Allowing
 that would subject our functional process specifications in IETF to 100-year
 copyright monopolies even though there aren't even 20-year patent monopolies
 that apply to that specification. Nobody owns those ideas or the essential
 descriptions of those ideas; they are public domain.

You can improve any technology you want, modulo IPR -- that's not the
point here.  The problem is taking existing copyrighted text and using
it as a base for describing your technology.
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RE: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-13 Thread Christian Huitema
 You can improve any technology you want, modulo IPR -- that's not the
 point here.  The problem is taking existing copyrighted text and using
 it as a base for describing your technology.

That's indeed the problem we stumbled upon years ago. Suppose that a 
contributor has written a complete description of technology X, getting it 
published as a 100 pages RFC. A remarkable feat, and a great contribution to 
the community. A few years letter, the working group realizes that they like 
the technology, but would like to change a couple options. That normally 
translates into changing a paragraph or two, resulting in a new RFC, more than 
90% identical to the previous one.

Suppose now that for whatever reasons, the original author disagrees with the 
changes, or with the new management of the working group, or with the new 
editor. People are human, these things do happen. IANAL, but my understanding 
at the time was that the original copyright still applied to the original text, 
and that the working group would be left with only bad options. They could 
issue a delta RFC that only contained the modifications, but that is somewhat 
confusing for the readers. Or they could undertake a complete rewriting of the 
standard, but that takes a long time and is also prone to errors and confusion.

This is very much why we got the statement on copyrights in RFC 1602, in 1996. 
You will notice that copyrights were only mentioned as something we might need 
to worry about later in the appendix of the previous rules, RFC 1310 published 
in 1992.

-- Christian Huitema


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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-13 Thread John Levine
So my answer to Sam's question is: I dare anyone to try and stop you
or me from taking an IETF RFC and revising it as necessary to express
any new idea, procedure, process, system, method of operation,
concept, principle, or discovery. And I dare anyone to try and stop
IETF or any other standards organization from adopting such an
improvement as a revised RFC because of a copyright notice.

You are probably right that the combination of the broad formal and
informal license that people have given for RFCs and the thin
copyright protection on descriptive technical documents would mean
that even if a disgruntled author of an old RFC sued to prevent his
words from being adapted in a new RFC, he'd eventually lose.

But I sure don't want to pay for the lawsuit to find out.

The only way I can currently see out of this mess is for the IETF or
the IETF Trust to take it upon itself to get new licenses from as many
old authors or their heirs as it can.

Regards,
John Levine, jo...@iecc.com, Primary Perpetrator of The Internet for Dummies,
Information Superhighwayman wanna-be, http://www.johnlevine.com, ex-Mayor
More Wiener schnitzel, please, said Tom, revealingly.
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-13 Thread Brian E Carpenter
On 2008-12-14 05:12, Scott Kitterman wrote:
 On Sat, 13 Dec 2008 08:12:17 -0800 Eric Rescorla e...@networkresonance.com 
 wrote:
 At Sat, 13 Dec 2008 09:49:09 +1300,
 Brian E Carpenter wrote:
 On 2008-12-13 08:20, Russ Housley wrote:

...
 Process are clearly already available, but the contributor is required
 to obtain the additional rights that are required by RFC 5378.
 Formally yes. But the Trust can take the sting out of this by
 a vigorous effort to get former contributors to sign over the
 necessary rights, and by providing a convenient method for
 this to be done.
 Maybe I'm missing something, but I don't see how this helps, because
 we have no tracking of all the contributors to those previous
 documents. So, how can the contributor know that all forme
 contributors have executed those additional rights grants?

I would expect the original authors' agreement to be sufficient to
cover this, with any residual text fragments from unnamed contributors
being considered fair use. IANAL.

 
 Additionally, I think the major problem isn't with active contributors, but 
 with people who are inactive/unreachable.

Sure. I won't let this ruin my day, but I do expect the Trust to
add some appropriate waiver text to the outgoing license, so that
I can submit recycled text under RFC5378 with a clear conscience.

On 2008-12-14 09:05, Scott Brim wrote:

 You can improve any technology you want, modulo IPR -- that's not the
 point here.  The problem is taking existing copyrighted text and using
 it as a base for describing your technology.

But remember, it's only a problem for doing so *outside* the IETF
process (which is why it's the Trust's outgoing license that has
to deal with this).

Brian
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-13 Thread AJ Jaghori
Modifying an author's original work without specified permission;
regardless of new findings, constitutes a copyright infringement.




On 12/13/08, Christian Huitema huit...@windows.microsoft.com wrote:
 You can improve any technology you want, modulo IPR -- that's not the
 point here.  The problem is taking existing copyrighted text and using
 it as a base for describing your technology.

 That's indeed the problem we stumbled upon years ago. Suppose that a
 contributor has written a complete description of technology X, getting it
 published as a 100 pages RFC. A remarkable feat, and a great contribution to
 the community. A few years letter, the working group realizes that they like
 the technology, but would like to change a couple options. That normally
 translates into changing a paragraph or two, resulting in a new RFC, more
 than 90% identical to the previous one.

 Suppose now that for whatever reasons, the original author disagrees with
 the changes, or with the new management of the working group, or with the
 new editor. People are human, these things do happen. IANAL, but my
 understanding at the time was that the original copyright still applied to
 the original text, and that the working group would be left with only bad
 options. They could issue a delta RFC that only contained the modifications,
 but that is somewhat confusing for the readers. Or they could undertake a
 complete rewriting of the standard, but that takes a long time and is also
 prone to errors and confusion.

 This is very much why we got the statement on copyrights in RFC 1602, in
 1996. You will notice that copyrights were only mentioned as something we
 might need to worry about later in the appendix of the previous rules, RFC
 1310 published in 1992.

 -- Christian Huitema


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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-12 Thread Simon Josefsson
IETF Chair ch...@ietf.org writes:

 What does a contributor do in the situation when then want to build on an
 older work that was contributed prior to RFC 5378?

 In short, the contributor must obtain the additional rights from the
 original contributor.

Doesn't that make it possible for copyright holders to make it difficult
for the IETF to update older standards?

Let's consider if company X participated as editor, or merely a major
contributor, to document Y five years ago.  Today competitor Z is
critically dependent on this technology.  Company X no longer builds
products using Y technology.  I could see how company X would not see
any point in granting Z any rights to update the IETF standard in this
situation.  To update Y you will need to rewrite the entire document, to
avoid copyright tainting.

This seems like a serious problem with the new policy to me.

/Simon
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-12 Thread Simon Josefsson
IETF Chair ch...@ietf.org writes:

 SAM'S QUESTION

 What does a contributor do in the situation when then want to build on an
 older work that was contributed prior to RFC 5378?

 In short, the contributor must obtain the additional rights from the
 original contributor.

To my knowledge, there has never been a requirement to document all
copyright holders of material in documents approved under RFC 2026 or
RFC 3978.  There is wording that require all major contributors to be
mentioned, but it seems possible that some part of a document is
copyrightable but not be a major contribution.

So, how would you actually know which old contributors to contact?

Any what if the contributor is deceased?

It would be very useful if the IAOC/Trust develop, together with legal
aid, guiding instructions for this situation.  It would answer the
common questions.  It seems applicable to a lot of work that will happen
in the next 5 years: updating any RFC issues prior to RFC 5378.

/Simon
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-12 Thread Marshall Eubanks


On Dec 12, 2008, at 5:49 AM, Simon Josefsson wrote:


IETF Chair ch...@ietf.org writes:


SAM'S QUESTION

What does a contributor do in the situation when then want to build  
on an

older work that was contributed prior to RFC 5378?

In short, the contributor must obtain the additional rights from the
original contributor.


To my knowledge, there has never been a requirement to document all
copyright holders of material in documents approved under RFC 2026 or
RFC 3978.  There is wording that require all major contributors to  
be

mentioned, but it seems possible that some part of a document is
copyrightable but not be a major contribution.

So, how would you actually know which old contributors to contact?



One of my general principles is that engineers should not try to be  
lawyers, and I am dubious about any attempt to make IETF contributors  
obtain licenses from third parties.


While this has been argued to death, here is what I propose :

Contributors of IETF material should represent that one or more of 3  
conditions apply to any particular contribution:


1.) There is no material in this contribution from pre-RFC5378 work.

2.) There is material in this contribution from pre-RFC5378 work by  
one or more of the
current set of authors, and they hereby license this older material  
under the current conditions.


3.) There is material in this contribution from pre-RFC5378 work and  
the license status of that material may not be consistent with RFC5378.


Number 3 is for the cases where the previous authors were different,  
or where the current authors do not own their previous work, and is in  
either case intended to flag the contribution as
possibly one needing attention by the Trust. Note that # 2 and #3 are  
not mutually exclusive, and obviously the Trust Counsel would need to  
pass any actual wording.


This would shift any work to obtain earlier licenses onto the Trust  
and the Trust Counsel, where in my opinion it belongs. This would also  
serve the useful purpose of automatically obtaining licenses from  
people who are just reusing their own work (if they are in a position  
to grant such a license).


Regards
Marshall


Any what if the contributor is deceased?

It would be very useful if the IAOC/Trust develop, together with legal
aid, guiding instructions for this situation.  It would answer the
common questions.  It seems applicable to a lot of work that will  
happen

in the next 5 years: updating any RFC issues prior to RFC 5378.

/Simon
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-12 Thread Simon Josefsson
Marshall Eubanks t...@multicasttech.com writes:

 While this has been argued to death

I disagree.  The issue was raised only few weeks ago, and this e-mail
thread is (as far as I have seen) the first where the problem has bee
re-stated in an e-mail to any public IETF list.

 Contributors of IETF material should represent that one or more of 3
 conditions apply to any particular contribution:

 1.) There is no material in this contribution from pre-RFC5378 work.

 2.) There is material in this contribution from pre-RFC5378 work by
 one or more of the
 current set of authors, and they hereby license this older material
 under the current conditions.

 3.) There is material in this contribution from pre-RFC5378 work and
 the license status of that material may not be consistent with
 RFC5378.

I like this.

 Number 3 is for the cases where the previous authors were different,
 or where the current authors do not own their previous work, and is in
 either case intended to flag the contribution as
 possibly one needing attention by the Trust.

For # 3 it means that the Trust cannot sub-license it without contacting
the original contributors.  For all IETF internal purposes, there
shouldn't be any problem.

 Note that # 2 and #3 are not mutually exclusive, and obviously the
 Trust Counsel would need to pass any actual wording.

I believe even # 2 may need consideration by the trust, in case the
pre-RFC5378 work contain copyrightable material written by others.

 This would shift any work to obtain earlier licenses onto the Trust
 and the Trust Counsel, where in my opinion it belongs. This would also
 serve the useful purpose of automatically obtaining licenses from
 people who are just reusing their own work (if they are in a position
 to grant such a license).

Indeed.

/Simon

 Regards
 Marshall

 Any what if the contributor is deceased?

 It would be very useful if the IAOC/Trust develop, together with legal
 aid, guiding instructions for this situation.  It would answer the
 common questions.  It seems applicable to a lot of work that will
 happen
 in the next 5 years: updating any RFC issues prior to RFC 5378.

 /Simon
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-12 Thread John C Klensin
Let's do keep in mind that the license permission for reuse in
IETF work has existed explicitly since RFC 2026 (1996) and
implicitly for a long time before that.   So, again for IETF
work, the notion of having to either contact a lot of people to
get permission or to completely rewrite is just not an issue, at
least for documents that have been originated or revised since
1996.

There is a gray area for code materials last published before
1996, but I suggest that they are few enough for the Trust to
deal with on a special-case basis.  That is, I assume, one of
the reasons the IPR WG gave the Trust some flexibility.

Given that, Marshall, your proposal essentially requires the
Trust (and potentially Counsel) to do considerable work on
behalf of hypothetical third parties who might want to make
non-IETF use of some IETF materials.  As someone who is getting
very sensitive to the rapidly rising costs of IETF registration
fees and other participation expenses, especially against the
background of deteriorating economies, I see no reason why I, or
any IETF participant who is not directly interested in the use
of those materials for non-IETF purposes, should pay for that
type of author-tracking-down and license-obtaining activity.   I
don't care how low that marginal cost is given volunteer time
from Trustees and pro bono work from Counsel; if it adds only
USD 10 to the meeting fees, it is far too much.   If someone
feels as need to reuse text that is not under the Trust's
control, let them incur the expense.

   john

p.s. I would not personally object to the Trust's imposing a
hefty copyright licensing fee on anyone who wanted to use
materials outside the IETF process, hefty enough to cover the
costs of what you have proposed and leave a significant safety
margin.  But that would clearly be inconsistent with the intent
of both the IPR WG generally and those who argued most strongly
for the Trust to have these rights in particular.


--On Friday, 12 December, 2008 08:51 -0500 Marshall Eubanks
t...@multicasttech.com wrote:

...
 One of my general principles is that engineers should not try
 to be lawyers, and I am dubious about any attempt to make IETF
 contributors obtain licenses from third parties.
...
 This would shift any work to obtain earlier licenses onto the
 Trust and the Trust Counsel, where in my opinion it belongs.
 This would also serve the useful purpose of automatically
 obtaining licenses from people who are just reusing their own
 work (if they are in a position to grant such a license).

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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-12 Thread Marshall Eubanks

Dear John;

On Dec 12, 2008, at 10:10 AM, John C Klensin wrote:


Let's do keep in mind that the license permission for reuse in
IETF work has existed explicitly since RFC 2026 (1996) and
implicitly for a long time before that.   So, again for IETF
work, the notion of having to either contact a lot of people to
get permission or to completely rewrite is just not an issue, at
least for documents that have been originated or revised since
1996.


But isn't that what Russ's statement would impose ? As I read it, it  
puts the
onus on the authors to obtain the additional rights from the original  
contributor.


I think that in practice this requirement, if enacted, would lead to a  
lot of cosmetic

rewriting of old text.




There is a gray area for code materials last published before
1996, but I suggest that they are few enough for the Trust to
deal with on a special-case basis.  That is, I assume, one of
the reasons the IPR WG gave the Trust some flexibility.

Given that, Marshall, your proposal essentially requires the
Trust (and potentially Counsel) to do considerable work on
behalf of hypothetical third parties who might want to make
non-IETF use of some IETF materials.


Why ? I was trying to propose a means to alert the Trust to the  
potential of this work being required.
If no one requests it, why do anything ? If they should, at least the  
Trust would have an idea as to

whether or not they had these rights to give.

As to whether the Trust should pay for this, or someone else,  
shouldn't that be determined on a case by case basis ?




As someone who is getting
very sensitive to the rapidly rising costs of IETF registration
fees and other participation expenses, especially against the
background of deteriorating economies, I see no reason why I, or
any IETF participant who is not directly interested in the use
of those materials for non-IETF purposes, should pay for that
type of author-tracking-down and license-obtaining activity.   I
don't care how low that marginal cost is given volunteer time
from Trustees and pro bono work from Counsel; if it adds only
USD 10 to the meeting fees, it is far too much.   If someone
feels as need to reuse text that is not under the Trust's
control, let them incur the expense.



I agree with you in principle, but that seems orthogonal to the  
question of what the author's of current

work should be doing.

Regards
Marshall



  john

p.s. I would not personally object to the Trust's imposing a
hefty copyright licensing fee on anyone who wanted to use
materials outside the IETF process, hefty enough to cover the
costs of what you have proposed and leave a significant safety
margin.  But that would clearly be inconsistent with the intent
of both the IPR WG generally and those who argued most strongly
for the Trust to have these rights in particular.


--On Friday, 12 December, 2008 08:51 -0500 Marshall Eubanks
t...@multicasttech.com wrote:


...
One of my general principles is that engineers should not try
to be lawyers, and I am dubious about any attempt to make IETF
contributors obtain licenses from third parties.
...
This would shift any work to obtain earlier licenses onto the
Trust and the Trust Counsel, where in my opinion it belongs.
This would also serve the useful purpose of automatically
obtaining licenses from people who are just reusing their own
work (if they are in a position to grant such a license).




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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-12 Thread Joel M. Halpern
Let us be quite clear.  The question of rights in pre-existing material 
is not a new question.  It is inherent in any effort to increase the 
rights granted to the trust.  While I can not assert what members of the 
WG or the community at last call understood, there is actually text in 
RFC 5377 that talks about the fact that there is a need to acquire 
suitable rights to older material.


Given that the VAST majority of IETF work is work on existing documents, 
and given that authors and author's companies change frequently, if we 
do not insist that all work be under the new rules we will have 
essentially failed to increase the rights grant.  As such, folks who use 
our material will not be able to make use of it in all the ways we intend.


Hence, my personal conclusion is that for the trust to have arrived any 
any enforcement policy other than the one they did would have seemed to 
me to be a case of the trust contravening the stated intention of the 
IETF, as captured in the RFCs.


Yours,
Joel M. Halpern

PS: TO be quite clear, the question of whether the enforcement date is 
December 12 2008, February 29, 2009, or April 1, 2009 is not a matter of 
meeting the IETF stated policy, but rather a question of the best way to 
meet that.  The only reason I am not more concerned by the date is the 
fact that as a practical matter the bulk of I-D authors will actually 
have until late February to get the rights sorted out.


Simon Josefsson wrote:

Marshall Eubanks t...@multicasttech.com writes:


While this has been argued to death


I disagree.  The issue was raised only few weeks ago, and this e-mail
thread is (as far as I have seen) the first where the problem has bee
re-stated in an e-mail to any public IETF list.


Contributors of IETF material should represent that one or more of 3
conditions apply to any particular contribution:

1.) There is no material in this contribution from pre-RFC5378 work.

2.) There is material in this contribution from pre-RFC5378 work by
one or more of the
current set of authors, and they hereby license this older material
under the current conditions.

3.) There is material in this contribution from pre-RFC5378 work and
the license status of that material may not be consistent with
RFC5378.


I like this.


Number 3 is for the cases where the previous authors were different,
or where the current authors do not own their previous work, and is in
either case intended to flag the contribution as
possibly one needing attention by the Trust.


For # 3 it means that the Trust cannot sub-license it without contacting
the original contributors.  For all IETF internal purposes, there
shouldn't be any problem.


Note that # 2 and #3 are not mutually exclusive, and obviously the
Trust Counsel would need to pass any actual wording.


I believe even # 2 may need consideration by the trust, in case the
pre-RFC5378 work contain copyrightable material written by others.


This would shift any work to obtain earlier licenses onto the Trust
and the Trust Counsel, where in my opinion it belongs. This would also
serve the useful purpose of automatically obtaining licenses from
people who are just reusing their own work (if they are in a position
to grant such a license).


Indeed.

/Simon


Regards
Marshall


Any what if the contributor is deceased?

It would be very useful if the IAOC/Trust develop, together with legal
aid, guiding instructions for this situation.  It would answer the
common questions.  It seems applicable to a lot of work that will
happen
in the next 5 years: updating any RFC issues prior to RFC 5378.

/Simon
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-12 Thread Simon Josefsson
John C Klensin john-i...@jck.com writes:

 Let's do keep in mind that the license permission for reuse in
 IETF work has existed explicitly since RFC 2026 (1996) and
 implicitly for a long time before that.   So, again for IETF
 work, the notion of having to either contact a lot of people to
 get permission or to completely rewrite is just not an issue, at
 least for documents that have been originated or revised since
 1996.

That conflicts sharply with how I read Russ' answer the contributor
must obtain the additional rights from the original contributor.

I wish you were right.  I was surprised by the conclusion in the initial
e-mail in this thread.  I had believed all along that the IETF had
sufficient rights to allow re-use of IETF documents within the IETF
standard.  I hope further explanation of the legal situation will give
us more information.

 There is a gray area for code materials last published before
 1996, but I suggest that they are few enough for the Trust to
 deal with on a special-case basis.  That is, I assume, one of
 the reasons the IPR WG gave the Trust some flexibility.

I don't see how this has anything to do with code vs text separation.
The issue applies equally to code and text written before pre-RFC5378.
There is nothing in Russ' note to suggest that this is related to only
code, nor was this an aspect brought up by Sam.  I listened to the
recorded plenary a few days ago to remember the details.

 Given that, Marshall, your proposal essentially requires the
 Trust (and potentially Counsel) to do considerable work on
 behalf of hypothetical third parties who might want to make
 non-IETF use of some IETF materials.

No.  As far as I understand, I can no longer take RFC 4398, fix some
minor problem, and re-submit it as a RFC 4398bis.  Even though I was
editor of RFC 4398.  The reason is that some material in that document
was written by others.  At least, I cannot do this, without getting
permission from the other people who wrote the initial document.  I wish
this is mistaken and that someone can explain how to reconcile this
example with what Russ wrote.

/Simon
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-12 Thread Marshall Eubanks


On Dec 12, 2008, at 1:28 PM, Simon Josefsson wrote:


John C Klensin john-i...@jck.com writes:


Let's do keep in mind that the license permission for reuse in
IETF work has existed explicitly since RFC 2026 (1996) and
implicitly for a long time before that.   So, again for IETF
work, the notion of having to either contact a lot of people to
get permission or to completely rewrite is just not an issue, at
least for documents that have been originated or revised since
1996.


That conflicts sharply with how I read Russ' answer the contributor
must obtain the additional rights from the original contributor.

I wish you were right.  I was surprised by the conclusion in the  
initial

e-mail in this thread.  I had believed all along that the IETF had

sufficient rights to allow re-use of IETF documents within the IETF

standard.  I hope further explanation of the legal situation will give
us more information.



My understanding (and IANAL and Jorge is welcome to correct me) is  
that the IETF
does indeed have sufficient rights to allow re-use of IETF documents  
within the IETF, and
that this is purely concerned with the power of granting modification  
rights to other parties.


This is not a very common occurrence as far as I can tell, and so in  
some sense

this is a corner case.

Regards
Marshall


There is a gray area for code materials last published before
1996, but I suggest that they are few enough for the Trust to
deal with on a special-case basis.  That is, I assume, one of
the reasons the IPR WG gave the Trust some flexibility.


I don't see how this has anything to do with code vs text separation.
The issue applies equally to code and text written before pre-RFC5378.
There is nothing in Russ' note to suggest that this is related to only
code, nor was this an aspect brought up by Sam.  I listened to the
recorded plenary a few days ago to remember the details.


Given that, Marshall, your proposal essentially requires the
Trust (and potentially Counsel) to do considerable work on
behalf of hypothetical third parties who might want to make
non-IETF use of some IETF materials.


No.  As far as I understand, I can no longer take RFC 4398, fix some
minor problem, and re-submit it as a RFC 4398bis.  Even though I was
editor of RFC 4398.  The reason is that some material in that document
was written by others.  At least, I cannot do this, without getting
permission from the other people who wrote the initial document.  I  
wish

this is mistaken and that someone can explain how to reconcile this
example with what Russ wrote.

/Simon


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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-12 Thread Bill Fenner
On Thu, Dec 11, 2008 at 3:40 PM, John C Klensin john-i...@jck.com wrote:
 ... the Trustees now believe that it is reasonable
 to [re] impose a deadline that gives the community two working
 days (it is already well into December 12 in much of the world)
 to modify and update tools to incorporate the new boilerplate.

They gave one working day of notice that they expected the tools to be
updated to begin accepting the new boilerplate last month, so this
notification is at least twice as reasonable.

  Bill
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-12 Thread Russ Housley

At 01:28 PM 12/12/2008, Simon Josefsson wrote:


As far as I understand, I can no longer take RFC 4398, fix some
minor problem, and re-submit it as a RFC 4398bis.  Even though I was
editor of RFC 4398.  The reason is that some material in that document
was written by others.  At least, I cannot do this, without getting
permission from the other people who wrote the initial document.  I wish
this is mistaken and that someone can explain how to reconcile this
example with what Russ wrote.


Correct.  RFC 5378 imposes this burden on the contributor.  All of 
the rights needed to make updates to the document within the IETF 
Standards Process are clearly already available, but the contributor 
is required to obtain the additional rights that are required by RFC 5378.


Russ 



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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-12 Thread Simon Josefsson
Russ Housley hous...@vigilsec.com writes:

 At 01:28 PM 12/12/2008, Simon Josefsson wrote:

As far as I understand, I can no longer take RFC 4398, fix some
minor problem, and re-submit it as a RFC 4398bis.  Even though I was
editor of RFC 4398.  The reason is that some material in that document
was written by others.  At least, I cannot do this, without getting
permission from the other people who wrote the initial document.  I wish
this is mistaken and that someone can explain how to reconcile this
example with what Russ wrote.

 Correct.  RFC 5378 imposes this burden on the contributor.  All of the
 rights needed to make updates to the document within the IETF
 Standards Process are clearly already available, but the contributor
 is required to obtain the additional rights that are required by RFC
 5378.

Interesting.  Thanks for confirming the interpretation.

/Simon
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Time for a sign-up campaign [Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary]

2008-12-12 Thread Brian E Carpenter
I hereby extend the rights in my contributions that I have personally
granted in the past to the IETF and to the IETF Trust to include
the additional rights required by RFC5378. Obviously by doing so,
I cannot extend the rights granted by my various employers.

I'm going to print the updated license from 
http://trustee.ietf.org/authorlic.html
and sign it and send it in. (My name is there because I signed
the older version.)

I'm disappointed at how few people have signed up. Even people who've
been active in this debate haven't signed up to the old version.
We should surely all be signing up to the new version, if we've ever
made any kind of contribution in the past. We should all be pressing
our employers to sign up.

The problem that Sam raised will become a minor concern if the vast
majority of us sign up.

   Brian Carpenter
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-12 Thread Brian E Carpenter
On 2008-12-12 12:40, John C Klensin wrote:
...
 So, given that, the Trustees now believe that it is reasonable
 to [re] impose a deadline that gives the community two working
 days (it is already well into December 12 in much of the world)
 to modify and update tools to incorporate the new boilerplate.

On a purely practical note, http://xml.resource.org/experimental.html
works just fine (thanks to Bill Fenner).

Brian
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-12 Thread Russ Housley



 ... the Trustees now believe that it is reasonable
 to [re] impose a deadline that gives the community two working
 days (it is already well into December 12 in much of the world)
 to modify and update tools to incorporate the new boilerplate.

They gave one working day of notice that they expected the tools to be
updated to begin accepting the new boilerplate last month, so this
notification is at least twice as reasonable.


I do not understand these comments.  The Trustees are simply 
implementing the policy in RFC 5378 and the guidance given to them in 
RFC 5377.  The only change to the boilerplate is the one that was 
already announced.  The old boilerplate will no longer be accepted as 
of 16 December 2008, which is the same schedule that was announced earlier.


Russ 



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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-12 Thread Russ Housley

Marshall:

My understanding (and IANAL and Jorge is welcome to correct me) is 
that the IETF
does indeed have sufficient rights to allow re-use of IETF 
documents within the IETF, and
that this is purely concerned with the power of granting 
modification rights to other parties.


This is not a very common occurrence as far as I can tell, and so in 
some sense

this is a corner case.


You are correct that the rights for the IETF Standards Process are 
already in place, at least for every contribution made after RFC 2026 
was published.  However, RFC 5378 does not include a provision for a 
contribution that does not grant all of the required rights.


Even if the IETF Trust were to never make use of any rights beyond 
the IETF Standards Process, these additional rights must be granted 
under the requirements of RFC 5378.  If a person cannot obtain the 
necessary rights, then that person cannot make a contribution to the 
IETF.  This was the consensus of the IPR WG and the IETF, and the 
IETF is now operating under the resulting process BCP.


Russ 



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Re: Time for a sign-up campaign [Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary]

2008-12-12 Thread Paul Hoffman
At 8:56 AM +1300 12/13/08, Brian E Carpenter wrote:
I'm disappointed at how few people have signed up.

+1. The Trust even had cookies in the room when I signed my old form. New form 
is on the way to them.

--Paul Hoffman, Director
--VPN Consortium
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-12 Thread Brian E Carpenter
On 2008-12-13 08:20, Russ Housley wrote:
 At 01:28 PM 12/12/2008, Simon Josefsson wrote:
 
 As far as I understand, I can no longer take RFC 4398, fix some
 minor problem, and re-submit it as a RFC 4398bis.  Even though I was
 editor of RFC 4398.  The reason is that some material in that document
 was written by others.  At least, I cannot do this, without getting
 permission from the other people who wrote the initial document.  I wish
 this is mistaken and that someone can explain how to reconcile this
 example with what Russ wrote.
 
 Correct.  RFC 5378 imposes this burden on the contributor.  All of the
 rights needed to make updates to the document within the IETF Standards
 Process are clearly already available, but the contributor is required
 to obtain the additional rights that are required by RFC 5378.

Formally yes. But the Trust can take the sting out of this by
a vigorous effort to get former contributors to sign over the
necessary rights, and by providing a convenient method for
this to be done.

 Brian
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Re: Time for a sign-up campaign [Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary]

2008-12-12 Thread Scott O. Bradner
 I'm disappointed at how few people have signed up. Even people who've
 been active in this debate haven't signed up to the old version.

I signed the old form (on paper) and handed it in a while
back but do not see my name on the list -- did a bit get
dropped somewhere?

Scott
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-12 Thread IETF Chair
 A form is being developed to assist in this task. There is no
 requirement that the form be used, but it will be available
 shortly for anyone that chooses to make use of it.

This form is now available.  The Contributor non-exclusive
license form has been updated to grant all of the rights
required by RFC 5378.  Anyone wishing to use the form can
find it here:

   http://trustee.ietf.org/authorlic.html

Your General Area Director,
   Russ
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-12 Thread Simon Josefsson
Brian E Carpenter brian.e.carpen...@gmail.com writes:

 On 2008-12-13 08:20, Russ Housley wrote:
 At 01:28 PM 12/12/2008, Simon Josefsson wrote:
 
 As far as I understand, I can no longer take RFC 4398, fix some
 minor problem, and re-submit it as a RFC 4398bis.  Even though I was
 editor of RFC 4398.  The reason is that some material in that document
 was written by others.  At least, I cannot do this, without getting
 permission from the other people who wrote the initial document.  I wish
 this is mistaken and that someone can explain how to reconcile this
 example with what Russ wrote.
 
 Correct.  RFC 5378 imposes this burden on the contributor.  All of the
 rights needed to make updates to the document within the IETF Standards
 Process are clearly already available, but the contributor is required
 to obtain the additional rights that are required by RFC 5378.

 Formally yes. But the Trust can take the sting out of this by
 a vigorous effort to get former contributors to sign over the
 necessary rights, and by providing a convenient method for
 this to be done.

Really?

As far as I read the form in [1], it will give the IETF Trust the rights
to your document.  It does not give IETF participants any rights.  And
it is the IETF participants that will need to be able to grant the Trust
these rights in order to submit a document, according to RFC 5378.

What appears to be missing is a grant from the IETF Trust to IETF
Participants for the documents signed over to them using the form.

The legal provisions in [2] does not appear to provide this grant-back.
It only grants rights to IETF participants to documents that are
submitted after the effective date:

  The licenses granted by the IETF Trust pursuant to these Legal
  Provisions apply only with respect to (i) IETF Contributions
  (including Internet-Drafts) that are submitted to the IETF following
  the Effective Date, and (ii) IETF RFCs and other IETF Documents that
  are published after the Effective Date.

Further:

  d.  In most cases, rights to Pre-Existing IETF Documents that are not
  expressly granted under these RFCs can only be obtained by requesting
  such rights directly from the document authors. The IETF Trust and the
  Internet Society do not become involved in making such requests to
  document authors.

/Simon

[1]
http://trustee.ietf.org/docs/Contributor_Non-Exclusive_License_RFC5378.pdf

[2]
http://trustee.ietf.org/docs/IETF-Trust-License-Policy.pdf
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-12 Thread IETF Chair
 A form is being developed to assist in this task. There is no
 requirement that the form be used, but it will be available
 shortly for anyone that chooses to make use of it.

This form is now available.  The Contributor non-exclusive
license form has been updated to grant all of the rights
required by RFC 5378.  Anyone wishing to use the form can
find it here:

   http://trustee.ietf.org/authorlic.html

Your General Area Director,
   Russ
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Re: IPR Questions Raised by Sam Hartman at the IETF 73 Plenary

2008-12-11 Thread John C Klensin


--On Thursday, 11 December, 2008 14:48 -0800 IETF Chair
ch...@ietf.org wrote:

 During the IETF 73 Plenary, Sam Hartman asked some questions
 about the recent updates to the IETF IPR policy.  Before
 responding to Sam's question, it will be important to provide
...
 The updated boilerplate will be required on I-D submissions
 beginning 16 December 2008.  This boilerplate simply provides
 a pointer to the current IPR policy.  Posting with the older
 boilerplate was allowed from 10 November 2008 through 15
 December 2008 to facilitate document template updates.
 Regardless of the boilerplate that was used on a particular
 contribution, the BCPs determine the IPR policy that applies,
 not the boilerplate.

I just want to be sure that I understand this.

A question was asked during the Plenary that the Trustees
believed was significant enough to require further
investigation.  During that investigation, the IAD indicated, in
a fairly public way, that the boilerplate and/or the text to
which it pointed might change as the result of those
discussions, that people should not hastily start modifying
tools, and that a final announcement would be made when the
Trustees reached a final conclusion.

I assume this is that announcement.

Is that correct so far?

So, given that, the Trustees now believe that it is reasonable
to [re] impose a deadline that gives the community two working
days (it is already well into December 12 in much of the world)
to modify and update tools to incorporate the new boilerplate.

Do the Trustees/ IAOC believe that is reasonable?  Do you
believe it is necessary?

If members of the community who are responsible for the relevant
tools and/or templates conclude that it is not realistic and
consistent with other schedules and commitments to meet that
schedule, is the best option available to them to appeal this
action and, if so, to whom should the appeal be addressed?

thanks,
   john


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