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| % Brief Introduction to the GNU General Public License | ||||
| % Bradley M. Kuhn | ||||
| % Monday 24 March 2014 | ||||
| 
 | ||||
| 
 | ||||
| # Audience Polls | ||||
| 
 | ||||
| + My goal here is to move faster or slower based on audience knowledge. | ||||
| 
 | ||||
| + There are folks in this audience who have worked with this stuff for years, | ||||
|   and those who are completely new. | ||||
| 
 | ||||
| + We want these presentations to be valuable to all of you. | ||||
| 
 | ||||
| + Please, don't be embarrassed: | ||||
|      + Ever GPL expert in the world, including me, started as a student who | ||||
|        knew none of this. | ||||
| 
 | ||||
| # IANAL | ||||
| 
 | ||||
| <cite>IANAL</cite> | ||||
| 
 | ||||
| # My Affiliations | ||||
| 
 | ||||
| + Formerly had John's job, Executive Director of FSF, years ago. | ||||
| 
 | ||||
| + Currently: on Board of Directors of FSF. | ||||
| 
 | ||||
| + President of Software Freedom Conservancy. | ||||
| 
 | ||||
| # How These Orgs Relate to GPL? | ||||
| 
 | ||||
| + FSF | ||||
|     + Invented copyleft. | ||||
|     + Authors & stewards of the GPL. | ||||
|     + Holder of copyrights on many key GNU programs … | ||||
|     + … and therefore enforcers of those copyrights. | ||||
| 
 | ||||
| + Software Freedom Conservancy | ||||
|     + Adviser on legal issues of copyright, etc. to Free Software projects. | ||||
|     + Holder of some copyrights on its member projects. | ||||
|     + Enforcer of GPL on behalf of many copyright holders in: | ||||
|     + BusyBox, Samba, Mercurial, and the kernel named Linux. | ||||
| 
 | ||||
| # How this Hour Will Go? | ||||
| 
 | ||||
| + Materials presented will mix the simple & complex. | ||||
| 
 | ||||
| + We cannot possibly cover the entire GPL in one hour. | ||||
| 
 | ||||
| + Discuss: motivations, origins, then a few of GPL's sections. | ||||
| 
 | ||||
| + I understand the mix of backgrounds in the audience. | ||||
| 
 | ||||
| # A Restaurant's Lawyer? | ||||
| 
 | ||||
| + Considering why you want to learn this. | ||||
| 
 | ||||
| + What if your client was a restaurant? | ||||
| 
 | ||||
| + What would you want to need to know? | ||||
| 
 | ||||
| # Restaurant Lawyer: What'd You Study? | ||||
| 
 | ||||
| + If you were a restaurant's lawyer: | ||||
| 
 | ||||
| + Probably three areas of law you'd focus on: | ||||
|      + building codes. | ||||
|      + health and safety regulations. | ||||
|      + tax regulations. | ||||
| 
 | ||||
| + Who would want to hear from? | ||||
| 
 | ||||
| # Restaurant Lawyer: What'd You Study? | ||||
| 
 | ||||
| + Figure out the motivations behind the building code: | ||||
|       + What parts are arcane and less important to inspectors? | ||||
|       + How do inspections work? | ||||
|       + What are the penalties? | ||||
| 
 | ||||
| + Figure out the same for health & safety: | ||||
|       + Who inspects, and when? | ||||
|       + What's the health code say, and what checklist do inspectors use? | ||||
| 
 | ||||
| + Likely Questions: | ||||
|       + Who's in charge of all this? | ||||
|       + What's purpose and intent of these regulations? | ||||
|       + Can I meet the inspectors? | ||||
|        | ||||
| # Why Listen To Us? | ||||
| 
 | ||||
| + FSF: Understanding the purpose and intent of the GPL. | ||||
|      | ||||
| + Conservancy & FSF: | ||||
|     + both enforce the GPL. | ||||
|     + if your client violates, you will hear from one of us. | ||||
| 
 | ||||
| + Such access to drafters, interpreters, enforcers is highly unique. | ||||
| 
 | ||||
| + Someday, we may (or already have) sit across the table from you. | ||||
| 
 | ||||
| + Our transparency does make your job easier.  | ||||
| 
 | ||||
| # The Mindset of GPL | ||||
| 
 | ||||
| + GPL protects software freedom. | ||||
| 
 | ||||
| + Ultimate goal: make sure every user has the four freedoms. | ||||
|      + Freedom to run the software. | ||||
|      + Freedom to study and modify the software. | ||||
|      + Freedom to share the software. | ||||
|      + Freedom to distribute modified versions. | ||||
| 
 | ||||
| + Every clause in GPL was designed to uphold one of these freedoms. | ||||
|      + Or, it's a compromise of drafting in adoption vs. freedom debate. | ||||
| 
 | ||||
| # Using Copyright | ||||
| 
 | ||||
| + GPL is primarily a copyright license. | ||||
|       + Software is copyrighted. | ||||
|       + License grants key freedoms. | ||||
|       + Requirement prohibit activities that take away freedoms. | ||||
| 
 | ||||
| + General concept: copyleft. | ||||
| 
 | ||||
| + Specific implementation: GPL. | ||||
| 
 | ||||
| <hr/> | ||||
| 
 | ||||
| <span class="fitonslide"> | ||||
| 
 | ||||
| > Copyright protection subsists … original works of authorship fixed in any tangible medium of expression …  from which they can be perceived, reproduced, or otherwise communicated, either directly or with the aid of a machine or device. | ||||
| 
 | ||||
| <p align=right> | ||||
|  — <a href="http://www.law.cornell.edu/uscode/text/17/102">17 USC §102</a> | ||||
| </p> | ||||
| </span> | ||||
| 
 | ||||
| # Conditional Permissions | ||||
| 
 | ||||
| + A copyleft license grants copyright permissions, conditionally. | ||||
| 
 | ||||
| + Think of the phrase: “provided that” | ||||
| 
 | ||||
| + “provided that”: appears (in some form) only | ||||
| 
 | ||||
| + 4 times in GPLv2 | ||||
| 
 | ||||
| + 9 times in GPLv3. | ||||
| 
 | ||||
| # Compare To Proprietary Licenses | ||||
| 
 | ||||
| + Yes, the GPL has its requirements. | ||||
| 
 | ||||
| + But *none* of these activities are ever permitted under proprietary | ||||
|   licenses. | ||||
| 
 | ||||
| + If you don't like what the GPL requires you to do, then just tell your | ||||
|   client to use the proprietary software instead. | ||||
| 
 | ||||
| + That way, they know the answer to every question is “no” | ||||
| 
 | ||||
| + rather than: “yes, but only as long as you …” | ||||
| 
 | ||||
| # The Technical Gap | ||||
| 
 | ||||
| + Understanding GPL well requires a some software expertise & legal | ||||
|   expertise. | ||||
| 
 | ||||
| + You don't have to be a professional on either side to grok it. | ||||
|      + but you're best off if you're a professional in one & an amateur | ||||
|        in the other.  | ||||
| 
 | ||||
| + Most important technical concepts you need: | ||||
|      + source code, binaries, methods of distribution. | ||||
| 
 | ||||
| # Considering Sections of the GPL | ||||
| 
 | ||||
| + With the remaining time … | ||||
|      + in interest of the experts in the audience … | ||||
|      + let's dig into a few specific sections. | ||||
| 
 | ||||
| + GPL ♥ 17 USC§106(2) & 17 USC§106(3) | ||||
| 
 | ||||
| + Modification and distribution. | ||||
| 
 | ||||
| # Why Permission to Modify? | ||||
| 
 | ||||
| + Your new copyrights are your copyrights: | ||||
|      + you are affixing it in a tangible medium. | ||||
| 
 | ||||
| + Exclusive right of copyright holders: | ||||
|      + Control on “preparation of derivative works” | ||||
|      + Distribution of the work. | ||||
|      + Note the combination of these. | ||||
|       | ||||
| + Again, see 17 USC§106 | ||||
| 
 | ||||
| + N.B.: “derivative works” is USA-centric, modify is more international) | ||||
| 
 | ||||
| # Modification As a Center Provision | ||||
| 
 | ||||
| + GPL's primary copyright hook is copyright controls on the right to modify. | ||||
| 
 | ||||
| + GPL's central tenant: | ||||
| 
 | ||||
| + You can make a modified version of various types privately as much as you'd like. | ||||
| 
 | ||||
| + When you distribute that modified version, you have requirements to meet. | ||||
| 
 | ||||
| + Technological considerations dictate necessity of more complex rules for | ||||
| certain types of modifications. | ||||
| 
 | ||||
| # GPLv2 § 2(a-b) | ||||
| 
 | ||||
| <span class="fitonslide"> | ||||
| <p>[GPLv2§]2. You may modify your copy or copies of the Program or any | ||||
| portion of it, thus forming a work based on the Program, and copy and | ||||
| distribute such modifications or work under the terms of Section 1 above, | ||||
| provided that you also meet all of these conditions: | ||||
| <br/> | ||||
| <br/> | ||||
| a) You must cause the modified files to carry prominent notices stating | ||||
| that you changed the files and the date of any change. | ||||
| <br/> | ||||
| <br/> | ||||
| b) You must cause any work that you distribute or publish, that in | ||||
| whole or in part contains or is derived from the Program or any | ||||
| part thereof, to be licensed as a whole at no charge to all third | ||||
| parties under the terms of this License. | ||||
| </p> | ||||
| </span> | ||||
| 
 | ||||
| # GPLv3§5(a-c) | ||||
| 
 | ||||
| <span class="fitonslide"> | ||||
| <p> | ||||
| You may convey a work based on the Program, or the modifications to | ||||
| produce it from the Program, in the form of source code under the | ||||
| terms of section 4, provided that you also meet all of these conditions: | ||||
| <br/> | ||||
| <br/> | ||||
| a) The work must carry prominent notices stating that you modified it, and | ||||
| giving a relevant date. | ||||
| <br/> | ||||
| <br/> | ||||
| b) The work must carry prominent notices stating that it is released under | ||||
| this License and any conditions added under section 7.  This requirement | ||||
| modifies the requirement in section 4 to "keep intact all notices". | ||||
| <br/> | ||||
| <br/> | ||||
| c) You must license the entire work, as a whole, under this License to anyone | ||||
| who comes into possession of a copy.  This License will therefore apply, | ||||
| along with any applicable section 7 additional terms, to the whole of the | ||||
| work, and all its parts, regardless of how they are packaged.  This License | ||||
| gives no permission to license the work in any other way, but it does not | ||||
| invalidate such permission if you have separately received it. | ||||
| </p> | ||||
| </span> | ||||
| 
 | ||||
| # GPLv2§2¶ penultimates | ||||
| 
 | ||||
| <span class="fitonslide"> | ||||
| <p> | ||||
| These requirements apply to the modified work as a whole.  If | ||||
| identifiable sections of that work are not derived from the Program, | ||||
| and can be reasonably considered independent and separate works in | ||||
| themselves, then this License, and its terms, do not apply to those | ||||
| sections when you distribute them as separate works.  But when you | ||||
| distribute the same sections as part of a whole which is a work based | ||||
| on the Program, the distribution of the whole must be on the terms of | ||||
| this License, whose permissions for other licensees extend to the | ||||
| entire whole, and thus to each and every part regardless of who wrote it. | ||||
| <br/> | ||||
| <br/> | ||||
| Thus, it is not the intent of this section to claim rights or contest | ||||
| your rights to work written entirely by you; rather, the intent is to | ||||
| exercise the right to control the distribution of derivative or | ||||
| collective works based on the Program. | ||||
| </p> | ||||
| 
 | ||||
| </span> | ||||
| 
 | ||||
| # GPLv3 §0 ¶1-5 | ||||
| <span class="fitonslide"> | ||||
| <p> | ||||
|   "Copyright" also means copyright-like laws that apply to other kinds of | ||||
| works, such as semiconductor masks. | ||||
| <br/> | ||||
| <br/> | ||||
|   "The Program" refers to any copyrightable work licensed under this | ||||
| License.  Each licensee is addressed as "you".  "Licensees" and | ||||
| "recipients" may be individuals or organizations. | ||||
| <br/> | ||||
| <br/> | ||||
| To "modify" a work means to copy from or adapt all or part of the work | ||||
| in a fashion requiring copyright permission, other than the making of an | ||||
| exact copy.  The resulting work is called a "modified version" of the | ||||
| earlier work or a work "based on" the earlier work. | ||||
| <br/> | ||||
| <br/> | ||||
|   A "covered work" means either the unmodified Program or a work based | ||||
| on the Program. | ||||
| </p> | ||||
| 
 | ||||
| # Binaries (Object Code) are Modifications | ||||
| 
 | ||||
| + Software that the computer understands is different than software humans | ||||
|   read. | ||||
| 
 | ||||
| + There is often a process required to modify (and/or translate) the software | ||||
|   from human-readable | ||||
|       + This process can be done ahead of time. | ||||
| 
 | ||||
| + Separation of source and binary was the first way proprietary software | ||||
|   companies discovered to subjugate users. | ||||
|       + GPL uses the fact that binaries are modifications (which are often | ||||
|         distribution) to prevent that subjugation. | ||||
| 
 | ||||
| # GPLv2 § 3(a-b) | ||||
| 
 | ||||
| <span class="fitonslide"> | ||||
| <p> | ||||
| <p>[GPLv2§]3. You may copy and distribute the Program (or a work based on it, | ||||
| under Section 2) in object code or executable form under the terms of | ||||
| Sections 1 and 2 above provided that you also do one of the following: | ||||
| <br/> | ||||
| <br/> | ||||
| a) Accompany it with the complete corresponding machine-readable | ||||
| source code, which must be distributed under the terms of Sections | ||||
| 1 and 2 above on a medium customarily used for software interchange; or, | ||||
| <br/> | ||||
| <br/> | ||||
| b) Accompany it with a written offer, valid for at least three | ||||
| years, to give any third party, for a charge no more than your | ||||
| cost of physically performing source distribution, a complete | ||||
| machine-readable copy of the corresponding source code, to be | ||||
| distributed under the terms of Sections 1 and 2 above on a medium | ||||
| customarily used for software interchange; | ||||
| </p> | ||||
| </span> | ||||
| 
 | ||||
| # GPLv3 § 6(a-b) | ||||
| 
 | ||||
| <span class="fitonslide"> | ||||
| <p> | ||||
| [GPLv3 § ] 6. Conveying Non-Source Forms. | ||||
| <br/> | ||||
| <br/> | ||||
| You may convey a covered work in object code form under the terms | ||||
| of sections 4 and 5, provided that you also convey the | ||||
| machine-readable Corresponding Source under the terms of this License, | ||||
| in one of these ways: | ||||
| <br/> | ||||
| <br/> | ||||
| a) Convey the object code in, or embodied in, a physical product | ||||
| (including a physical distribution medium), accompanied by the | ||||
| Corresponding Source fixed on a durable physical medium | ||||
| customarily used for software interchange. | ||||
| <br/> | ||||
| <br/> | ||||
| b) Convey the object code in, or embodied in, a physical product | ||||
| (including a physical distribution medium), accompanied by a | ||||
| written offer, valid for at least three years and valid for as | ||||
| long as you offer spare parts or customer support for that product | ||||
| model, to give anyone who possesses the object code either (1) a | ||||
| copy of the Corresponding Source for all the software in the | ||||
| product that is covered by this License, on a durable physical | ||||
| medium customarily used for software interchange, for a price no | ||||
| more than your reasonable cost of physically performing this | ||||
| conveying of source, or (2) access to copy the | ||||
| Corresponding Source from a network server at no charge. | ||||
| </p> | ||||
| </span> | ||||
| 
 | ||||
| # GPLv3 § 1 ¶ 1, 4-6 | ||||
| 
 | ||||
| <span class="fitonslide"> | ||||
| <p> | ||||
| The "source code" for a work means the preferred form of the work | ||||
| for making modifications to it.  "Object code" means any non-source | ||||
| form of a work. | ||||
| <br/> | ||||
| <br/> | ||||
| The "Corresponding Source" for a work in object code form means all the | ||||
| source code needed to generate, install, and (for an executable work) run the | ||||
| object code and to modify the work, including scripts to control those | ||||
| activities.  However, it does not include the work's System Libraries, or | ||||
| general-purpose tools or generally available free programs which are used | ||||
| unmodified in performing those activities but which are not part of the work. | ||||
| For example, Corresponding Source includes interface definition files | ||||
| associated with source files for the work, and the source code for shared | ||||
| libraries and dynamically linked subprograms that the work is specifically | ||||
| designed to require, such as by intimate data communication or control flow | ||||
| between those subprograms and other parts of the work. | ||||
| <br/> | ||||
| <br/> | ||||
| The Corresponding Source need not include anything that users | ||||
| can regenerate automatically from other parts of the Corresponding | ||||
| Source. | ||||
| <br/> | ||||
| <br/> | ||||
| The Corresponding Source for a work in source code form is that | ||||
| same work. | ||||
| </p> | ||||
| </span> | ||||
| 
 | ||||
| 
 | ||||
| # The GPL is a Complex Topic | ||||
| 
 | ||||
| + An in-depth seminar on GPL's provisions is a one-day course … | ||||
|      + … but the written materials discuss every section in depth. | ||||
| 
 | ||||
| + Keep in mind: every requirement has a carefully considered purpose to | ||||
|   uphold freedom of users. | ||||
| 
 | ||||
| + Software freedom licenses have a moral perspective. | ||||
|       + This is probably the most difficult thing for lawyers to understand. | ||||
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	 Bradley M. Kuhn
						Bradley M. Kuhn