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

2004-01-14 Thread Russell McOrmond

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


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

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

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

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

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


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

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

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

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

Motivations:

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

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


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

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

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

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

Well, see

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

and, perhaps, also

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

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

regards,
alexander.

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

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IBM's open patent licensing policy

2004-01-14 Thread Lawrence E. Rosen
[Subject changed from Open Source Definition : can it be made explicit
about non-copyright issues?]

Alexander Terekhov wrote:
[...] IBM has an open patent licensing policy under which we are 
 prepared to licence our patents on a non-discriminatory world-wide 
 basis. Moreover, IBM licences on a royalty-free basis the patents 
 that are necessarily implemented by the use or sale of our open 
 source contributions, a policy that has been endorsed by the Open 
 Source Initiative.
[http://europa.eu.int/comm/internal_market/en/indprop/comp/ibm.pdf]


I am not aware of any formal endorsement of this policy by Open Source
Initiative. 

Should it be endorsed?

As a personal matter, I welcome IBM's policy as far as it goes.  But I
believe the open source community also needs royalty-free patent licenses to
IBM patents that are necessarily implemented by the use or sale of
***non-IBM*** open source contributions -- particularly those necessary to
implement industry standard software.  I would welcome IBM's commitment to
THAT goal as well.  This can perhaps be accomplished if IBM and other
companies actively support open-source-friendly patent policies for
standards organizations similar to that adopted by W3C, an effort that IBM
has conspicuously refused to make outside of W3C.  Without that, I suggest
that IBM's stated open patent licensing policy is only a partial solution
for open source.

There is also a current conflict in open source licensing circles about how
IBM and other companies use their patents for defensive purposes, with
important implications for open source software.  [See thread  termination
with unrelated trigger considered harmful on both
[EMAIL PROTECTED] and [EMAIL PROTECTED]  I am not aware that
OSI has taken an official position on this or similar patent issues, and so
nobody should read into the above quotation any implication that OSI
endorses other of IBM's patent policies that affect open source.  

Simply because IBM included the above statement in its position paper on
Europe's debate about The Patentability of Computer-Implemented
Inventions, you should not assume that OSI endorses IBM's overall position
on software patents in Europe (see the above URL).  In fact, as near as I
can determine, there isn't a lot of enthusiasm in the open source community
for software patents anywhere in the world.

/Larry Rosen 

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