Replaced "GPL" with "the GPL" wherever it was used to refer to the license,
but *not* when used when referring to GPL'd software or GPL violation or GPL enforcement, etc.
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		|  | @ -50,7 +50,7 @@ available at \verb=https://creativecommons.org/licenses/by-sa/4.0/legalcode=. | |||
| This one-day course presents the details of five different GPL | ||||
| compliance cases handled by FSF's GPL Compliance Laboratory. Each case | ||||
| offers unique insights into problems that can arise when the terms of | ||||
| GPL are not properly followed, and how diplomatic negotiation between | ||||
| the GPL are not properly followed, and how diplomatic negotiation between | ||||
| the violator and the copyright holder can yield positive results for | ||||
| both parties. | ||||
| 
 | ||||
|  | @ -79,40 +79,40 @@ not equivalent to attending the course. | |||
| \chapter{Overview of Community Enforcement} | ||||
| 
 | ||||
| The GPL is a Free Software license with legal teeth. Unlike licenses like | ||||
| the X11-style or various BSD licenses, GPL (and by extension, the LGPL) is | ||||
| the X11-style or various BSD licenses, the GPL (and by extension, the LGPL) is | ||||
| designed to defend as well as grant freedom. We saw in the last course | ||||
| that GPL uses copyright law as a mechanism to grant all the key freedoms | ||||
| that the GPL uses copyright law as a mechanism to grant all the key freedoms | ||||
| essential in Free Software, but also to ensure that those freedoms | ||||
| propagate throughout the distribution chain of the software. | ||||
| 
 | ||||
| \section{Termination Begins Enforcement} | ||||
| 
 | ||||
| As we have learned, the assurance that Free Software under GPL remains | ||||
| Free Software is accomplished through various terms of GPL: \S 3 ensures | ||||
| As we have learned, the assurance that Free Software under the GPL remains | ||||
| Free Software is accomplished through various terms of the GPL: \S 3 ensures | ||||
| that binaries are always accompanied with source; \S 2 ensures that the | ||||
| sources are adequate, complete and usable; \S 6 and \S 7 ensure that the | ||||
| license of the software is always GPL for everyone, and that no other | ||||
| legal agreements or licenses trump GPL. It is \S 4, however, that ensures | ||||
| license of the software is always the GPL for everyone, and that no other | ||||
| legal agreements or licenses trump the GPL. It is \S 4, however, that ensures | ||||
| that the GPL can be enforced. | ||||
| 
 | ||||
| Thus, \S 4 is where we begin our discussion of GPL enforcement. This | ||||
| clause is where the legal teeth of the license are rooted. As a copyright | ||||
| license, GPL governs only the activities governed by copyright law --- | ||||
| license, the GPL governs only the activities governed by copyright law --- | ||||
| copying, modifying and redistributing computer software. Unlike most | ||||
| copyright licenses, GPL gives wide grants of permission for engaging with | ||||
| copyright licenses, the GPL gives wide grants of permission for engaging with | ||||
| these activities. Such permissions continue, and all parties may exercise | ||||
| them until such time as one party violates the terms of GPL\@. At the | ||||
| them until such time as one party violates the terms of the GPL\@. At the | ||||
| moment of such a violation (i.e., the engaging of copying, modifying or | ||||
| redistributing in ways not permitted by GPL) \S 4 is invoked. While other | ||||
| parties may continue to operate under GPL, the violating party loses their | ||||
| redistributing in ways not permitted by the GPL) \S 4 is invoked. While other | ||||
| parties may continue to operate under the GPL, the violating party loses their | ||||
| rights. | ||||
| 
 | ||||
| Specifically, \S 4 terminates the violators' rights to continue | ||||
| engaging in the permissions that are otherwise granted by GPL\@. | ||||
| engaging in the permissions that are otherwise granted by the GPL\@. | ||||
| Effectively, their rights revert to the copyright defaults --- | ||||
| no permission is granted to copy, modify, nor redistribute the work. | ||||
| Meanwhile, \S 5 points out that if the violator has no rights under | ||||
| GPL, they are prohibited by copyright law from engaging in the | ||||
| the GPL, they are prohibited by copyright law from engaging in the | ||||
| activities of copying, modifying and distributing. They have lost | ||||
| these rights because they have violated the GPL, and no other license | ||||
| gives them permission to engage in these activities governed by copyright law. | ||||
|  | @ -128,7 +128,7 @@ distributing that work. For example, the violator may have put the | |||
| software in boxes and sold them at stores. Or perhaps the software | ||||
| was put up for download on the Internet. Regardless of the delivery | ||||
| mechanism, violators almost always are engaged in {\em ongoing\/} | ||||
| violation of GPL\@. | ||||
| violation of the GPL\@. | ||||
| 
 | ||||
| In fact, when we discover a GPL violation that occurred only once --- for | ||||
| example, a user group who distributed copies of a GNU/Linux system without | ||||
|  | @ -136,7 +136,7 @@ source at one meeting --- we rarely pursue it with a high degree of | |||
| tenacity. In our minds, such a violation is an educational problem, and | ||||
| unless the user group becomes a repeat offender (as it turns out, they | ||||
| never do), we simply forward along a FAQ entry that best explains how user | ||||
| groups can most easily comply with GPL, and send them on their merry way. | ||||
| groups can most easily comply with the GPL, and send them on their merry way. | ||||
| 
 | ||||
| It is only the cases of {\em ongoing\/} GPL violation that warrant our | ||||
| active attention. We vehemently pursue those cases where dozens, hundreds | ||||
|  | @ -162,12 +162,12 @@ related to GPL'd software to obey the rules of the road and allow them to | |||
| operate freely under them. Just as a traffic officer would not revel in | ||||
| reminding people which side of the road to drive on, so we do not revel in | ||||
| violations. By contrast, we revel in the successes of educating an | ||||
| ongoing violator about GPL so that GPL compliance becomes a second-nature | ||||
| ongoing violator about the GPL so that GPL compliance becomes a second-nature | ||||
| matter, allowing that company to join the GPL ecosystem as a contributor. | ||||
| 
 | ||||
| \section{How are Violations Discovered?} | ||||
| 
 | ||||
| Our enforcement of GPL is not a fund-raising effort; in fact, FSF's GPL | ||||
| Our enforcement of the GPL is not a fund-raising effort; in fact, FSF's GPL | ||||
| Compliance Lab runs at a loss (in other words, it is subsided by our | ||||
| donors). Our violation reports come from volunteers, who have encountered, | ||||
| in their business or personal life, a device or software product that | ||||
|  | @ -197,7 +197,7 @@ software is included. | |||
| 
 | ||||
| Once we have confirmed that a violation has indeed occurred, we must then | ||||
| determine whose copyright has been violated. Contrary to popular belief, | ||||
| FSF does not have the power to enforce GPL in all cases. Since GPL | ||||
| FSF does not have the power to enforce the GPL in all cases. Since the GPL | ||||
| operates under copyright law, the powers of enforcement --- to seek | ||||
| redress once \S 4 has been invoked --- lie with the copyright holder of | ||||
| the software. FSF is one of the largest copyright holders in the world of | ||||
|  | @ -207,11 +207,11 @@ software copyrighted by FSF present. | |||
| 
 | ||||
| In cases where FSF does not hold copyright interest in the software, but | ||||
| we have confirmed a violation, we contact the copyright holders of the | ||||
| software, and encourage them to enforce GPL\@. We offer our good offices | ||||
| software, and encourage them to enforce the GPL\@. We offer our good offices | ||||
| to help negotiate compliance on their behalf, and many times, we help as a | ||||
| third party to settle such GPL violations. However, what we will describe | ||||
| primarily in this course is FSF's first-hand experience enforcing its own | ||||
| copyrights and GPL\@. | ||||
| copyrights and the GPL\@. | ||||
| 
 | ||||
| \section{First Contact} | ||||
| 
 | ||||
|  | @ -292,9 +292,9 @@ the availability on its Web site and via a customer newsletter. | |||
| 
 | ||||
| Bortez did have some concerns regarding patents. They wished to include a | ||||
| statement with the software release that made sure they were not granting | ||||
| any patent permission other than what was absolutely required by GPL\@. | ||||
| any patent permission other than what was absolutely required by the GPL\@. | ||||
| They understood that their patent assertions could not trump any rights | ||||
| granted by GPL\@. The following language was negotiated into the release: | ||||
| granted by the GPL\@. The following language was negotiated into the release: | ||||
| 
 | ||||
| \begin{quotation} | ||||
| Subject to the qualifications stated below, Bortez, on behalf of itself | ||||
|  | @ -359,7 +359,7 @@ This case introduces a number of concepts regarding GPL enforcement. | |||
|   possible. | ||||
| 
 | ||||
| \item {\bf Confirming compliance is a community effort.}  The whole point | ||||
|   of making sure that software distributors respect the terms of GPL is to | ||||
|   of making sure that software distributors respect the terms of the GPL is to | ||||
|   allow a thriving software sharing community to benefit and improve the | ||||
|   work. FSF is not the expert on how a compiler for consumer electronic | ||||
|   devices should work. We therefore inform the community who originally | ||||
|  | @ -373,7 +373,7 @@ This case introduces a number of concepts regarding GPL enforcement. | |||
| \item {\bf Informing the harmed community is part of compliance.} FSF asks | ||||
|   violators to make some attempt --- such as via newsletters and the | ||||
|   company's Web site --- to inform those who already have the products as | ||||
|   to their rights under GPL\@. One of the key thrusts of GPL's \S 1 and | ||||
|   to their rights under the GPL\@. One of the key thrusts of the GPL's \S 1 and | ||||
|   \S 3 is to {\em make sure the user knows she has these rights\/}. If a | ||||
|   product was received out of compliance by a customer, she may never | ||||
|   actually discover that she has such rights. Informing customers, in a | ||||
|  | @ -386,8 +386,8 @@ This case introduces a number of concepts regarding GPL enforcement. | |||
|   difficult negotiation point of the Bortez case was drafting language | ||||
|   that simultaneously protected Bortez's patent rights outside of the | ||||
|   GPL'd source, but was consistent with the implicit patent grant in | ||||
|   GPL\@. As we discussed in the first course of this series, there is | ||||
|   indeed an implicit patent grant with GPL, thanks to \S 6 and \S 7. | ||||
|   the GPL\@. As we discussed in the first course of this series, there is | ||||
|   indeed an implicit patent grant with the GPL, thanks to \S 6 and \S 7. | ||||
|   However, many companies become nervous and wish to make the grant | ||||
|   explicit to assure themselves that the grant is sufficiently narrow for | ||||
|   their needs. We understand that there is no reasonable way to determine | ||||
|  | @ -409,7 +409,7 @@ knowledge of the Free Software community and its functions is deep. | |||
| Bracken produces a GNU/Linux operating system product that is sold | ||||
| primarily to OEM vendors to be placed in appliance devices used for a | ||||
| single purpose, such as an Internet-browsing-only device. The product | ||||
| is almost 100\% Free Software, mostly licensed under GPL and related | ||||
| is almost 100\% Free Software, mostly licensed under the GPL and related | ||||
| Free Software licenses. | ||||
| 
 | ||||
| FSF found out about this violation through a report first posted on a | ||||
|  | @ -430,7 +430,7 @@ online distribution: | |||
|   available | ||||
| 
 | ||||
| \item An End User License Agreement (``EULA'') was included that | ||||
|   contradicted the permissions granted by GPL\@ | ||||
|   contradicted the permissions granted by the GPL\@ | ||||
| 
 | ||||
| \end{itemize} | ||||
| 
 | ||||
|  | @ -441,7 +441,7 @@ following steps: | |||
| 
 | ||||
| \begin{itemize} | ||||
| 
 | ||||
| \item Bracken attorneys would rewrite the EULA to comply with GPL and | ||||
| \item Bracken attorneys would rewrite the EULA to comply with the GPL and | ||||
|   would vet the new EULA through FSF before use | ||||
| 
 | ||||
| \item Bracken engineers would provide source side-by-side with the | ||||
|  | @ -457,7 +457,7 @@ following steps: | |||
| \end{itemize} | ||||
| 
 | ||||
| This case was completed in about a month. FSF approved the new EULA | ||||
| text. The key portion in the EULA relating to GPL read as follows: | ||||
| text. The key portion in the EULA relating to the GPL read as follows: | ||||
| 
 | ||||
| \begin{quotation} | ||||
| Many of the Software Programs included in Bracken Software are distributed | ||||
|  | @ -497,7 +497,7 @@ role in GPL compliance. | |||
|   easier time with compliance.}  Bracken's products were designed and | ||||
|   built around the GNU/Linux system and Free Software components. Their | ||||
|   engineers were deeply familiar with the Free Software ecosystem, and | ||||
|   their lawyers had seen and reviewed GPL before. The violation was | ||||
|   their lawyers had seen and reviewed the GPL before. The violation was | ||||
|   completely an honest mistake. Since the culture inside the company had | ||||
|   already adapted to the cooperative style of resolution in the Free | ||||
|   Software world, there was very little work for either party to bring the | ||||
|  | @ -533,12 +533,12 @@ role in GPL compliance. | |||
| \item {\bf EULAs are a common area for GPL problems.}  Often, EULAs | ||||
|   are drafted from boilerplate text that a company uses for all its | ||||
|   products. Even the most diligent attorneys forget or simply do not | ||||
|   know that a product contains software licensed under GPL and other | ||||
|   know that a product contains software licensed under the GPL and other | ||||
|   Free Software licenses. Drafting a EULA that accounts for such | ||||
|   licenses is straightforward; the text quoted above works just fine. | ||||
|   The EULA must be designed so that it does not trump rights and | ||||
|   permissions already granted by GPL\@. The EULA must clearly state | ||||
|   that if there is a conflict between it and GPL, with regard to GPL'd | ||||
|   permissions already granted by the GPL\@. The EULA must clearly state | ||||
|   that if there is a conflict between it and the GPL, with regard to GPL'd | ||||
|   code, the GPL is the overriding license. | ||||
| 
 | ||||
| \item {\bf Compliance Officers are rarely necessary when companies are | ||||
|  | @ -574,7 +574,7 @@ FSF discovered the violation from a user report, and determined that the | |||
| cryptographic features were the only part of the product that constituted | ||||
| a derivative work of GNU tar; the extraneous utilities merely made | ||||
| shell calls out to GNU tar. FSF requested that Vigorien come into | ||||
| compliance with GPL by releasing the source of GNU tar, with the | ||||
| compliance with the GPL by releasing the source of GNU tar, with the | ||||
| cryptographic modifications, to its customers. | ||||
| 
 | ||||
| Vigorien released the original GNU tar sources, but kept the cryptographic | ||||
|  | @ -605,7 +605,7 @@ did so, and the violation was resolved. | |||
| 
 | ||||
| \item {\bf Removing the GPL'd portion of the product is always an | ||||
|   option.}  Many violators' first response is to simply refuse to | ||||
|   release the source code as GPL requires. FSF offers the option to | ||||
|   release the source code as the GPL requires. FSF offers the option to | ||||
|   simply remove the GPL'd portions from the product and continue along | ||||
|   without them. Every case where this has been suggested has led to | ||||
|   the same conclusion. Like Vigorien, the violator argues that the | ||||
|  | @ -620,7 +620,7 @@ did so, and the violation was resolved. | |||
| 
 | ||||
| \item {\bf The whole product is not always covered.}  In this case, | ||||
|   Vigorien had additional works aggregated. The backup system was a suite | ||||
|   of utilities, some of which were GPL and some of which were not. While | ||||
|   of utilities, some of which were the GPL and some of which were not. While | ||||
|   the cryptographic routines were tightly coupled with GNU tar and clearly | ||||
|   derivative works, the various GUI utilities were separate and | ||||
|   independent works merely aggregated with the distribution of the | ||||
|  | @ -647,11 +647,11 @@ did so, and the violation was resolved. | |||
|   by identifying them early. | ||||
| 
 | ||||
| \item {\bf External regulatory problems can be difficult to resolve.} | ||||
|   GPL, though grounded in copyright law, does not have the power to trump | ||||
|   The GPL, though grounded in copyright law, does not have the power to trump | ||||
|   regulations like export controls. While Vigorien's ``security | ||||
|   concerns'' were specious, their export control concerns were not. It is | ||||
|   indeed a difficult problem that FSF acknowledges. We want compliance | ||||
|   with GPL and respect for users' freedoms, but we certainly do not expect | ||||
|   with the GPL and respect for users' freedoms, but we certainly do not expect | ||||
|   companies to commit criminal offenses for the sake of compliance. We | ||||
|   will see more about this issue in our next case study. | ||||
| \end{enumerate} | ||||
|  | @ -727,7 +727,7 @@ regarding the problem. | |||
|   GPL violators if they are negotiating in a friendly way and operating in | ||||
|   good faith toward compliance. Most violations are honest mistakes, and | ||||
|   FSF sees no reason to publicly admonish violators who genuinely want to | ||||
|   come into compliance with GPL and to work hard staying in compliance. | ||||
|   come into compliance with the GPL and to work hard staying in compliance. | ||||
| 
 | ||||
|   This case was so public in the Free Software community that both Haxil's | ||||
|   and Polgara's representatives were nearly shell-shocked by the time FSF | ||||
|  | @ -814,9 +814,9 @@ distribute products based on GPL'd software: | |||
|   Software component. | ||||
| 
 | ||||
| \item Build a ``Free Software Licensing'' committee that handles requests | ||||
|   and questions about GPL and other Free Software licenses. | ||||
|   and questions about the GPL and other Free Software licenses. | ||||
| 
 | ||||
| \item Add ``What parts of your products are under GPL or other Free | ||||
| \item Add ``What parts of your products are under the GPL or other Free | ||||
|   Software licenses?'' to your checklist of questions to ask when you | ||||
|   consider mergers, acquisitions, or joint ventures. | ||||
| 
 | ||||
|  | @ -826,13 +826,13 @@ distribute products based on GPL'd software: | |||
|   rapidly changing field. | ||||
| 
 | ||||
| \item When someone points out a potential GPL violation in one of your | ||||
|   products, do not assume the product line is doomed. GPL is not a virus; | ||||
|   products, do not assume the product line is doomed. The GPL is not a virus; | ||||
|   merely having GPL'd code in one part of a product does not necessarily | ||||
|   mean that every related product must also be GPL'd. And, even if some | ||||
|   software needs to be released that was not before, the product will | ||||
|   surely survive. In FSF's enforcement efforts, we have not yet | ||||
|   seen a product line die because source was released to customers in | ||||
|   compliance with GPL. | ||||
|   compliance with the GPL. | ||||
| 
 | ||||
| \end{itemize} | ||||
| 
 | ||||
|  |  | |||
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	 Joshua Gay
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