* Made changes based on feedback from novalis
(section{GPL \S 8: Excluding Unfreedonia}): Wrote section.
	Made changes based on novalis' feedback.
			
			
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							|  | @ -219,14 +219,15 @@ and the ability to build the binary applications from that source, the | |||
| freedom cannot be properly exercised. | ||||
| 
 | ||||
| Programmers can take direct benefit from this freedom, and often do. | ||||
| However, this freedom is essential to users who are not programmers. | ||||
| Users must have the right to engage in a non-commercial environment of | ||||
| finding help with the software (as often happens on email lists and in | ||||
| users groups).  This means they must have the freedom to recruit | ||||
| However, this freedom is also important to users who are not programmers. | ||||
| Users must have the right to exercise this freedom indirectly in both | ||||
| commercial and non-commercial settings.  For example, users often seek | ||||
| non-commercial help with the software on email lists and in users groups. | ||||
| When they find such help, they must have the freedom to recruit | ||||
| programmers who might altruistically assist them to modify their software. | ||||
| 
 | ||||
| The commercial exercise of this freedom is also essential.  Each user, or | ||||
| group of users, must have the right to hire anyone they wish in a | ||||
| The commercial exercise of this freedom is also essential for users.  Each | ||||
| user, or group of users, must have the right to hire anyone they wish in a | ||||
| competitive free market to modify and change the software.  This means | ||||
| that companies have a right to hire anyone they wish to modify their Free | ||||
| Software.  Additionally, such companies may contract with other companies | ||||
|  | @ -259,6 +260,10 @@ distribution.  For example, a distribution vendor may provide immediate | |||
| security and upgrade distribution via a special network service.  Such | ||||
| distribution is completely permitted for Free Software. | ||||
| 
 | ||||
| (Section~\ref{Business Models} of this tutorial talks in detail about | ||||
| various Free Software business models that take advantage of the freedom | ||||
| to share commercially.) | ||||
| 
 | ||||
| \subsection{The Freedom to Share Improvements} | ||||
| 
 | ||||
| The freedom to modify and improve is somewhat empty without the freedom to | ||||
|  | @ -282,19 +287,19 @@ right to modify and improve the software for the customer to correct any | |||
| problems that are beyond mere user error. | ||||
| 
 | ||||
| Entities must also be permitted to make available modified versions of | ||||
| Free Software.  Most Free Software programs have a so-called ``canonical | ||||
| version'' that is made available from the primary developers of the | ||||
| software.  However, all who have the software have the ``freedom to fork'' | ||||
| --- that is, make available non-trivial modified versions of the software | ||||
| on a permanent or semi-permanent basis.  Such freedom is central to | ||||
| vibrant developer and user interaction. | ||||
| Free Software.  Most Free Software programs have a ``standard version'' | ||||
| that is made available from the primary developers of the software. | ||||
| However, all who have the software have the ``freedom to fork'' --- that | ||||
| is, make available non-trivial modified versions of the software on a | ||||
| permanent or semi-permanent basis.  Such freedom is central to vibrant | ||||
| developer and user interaction. | ||||
| 
 | ||||
| Companies and individuals have the right to make true value-added versions | ||||
| of Free Software.  They may use freedom to share improvements to | ||||
| distribute distinct versions of Free Software with different functionality | ||||
| and features.  Furthermore, this freedom can be exercised to serve a | ||||
| disenfranchised subset of the user community.  If the developers of the | ||||
| canonical version refuse to serve the needs of some of the software's | ||||
| standard version refuse to serve the needs of some of the software's | ||||
| users, other entities have the right to create long- or short-lived fork | ||||
| that serves that sub-community. | ||||
| 
 | ||||
|  | @ -308,32 +313,34 @@ addresses how software can be non-free in the first place. | |||
| Software can be made proprietary only because it is governed by copyright | ||||
| law\footnote{This statement is a bit of an oversimplification.  Patents | ||||
|   and trade secrets can cover software and make it effectively non-free, | ||||
|   and one can contract away their rights and freedoms regarding software. | ||||
|   However, the primary control mechanism for software is copyright.}. | ||||
| Copyright law, with respect to software governs copying, modifying, and | ||||
| redistributing that software\footnote{Copyright law in general also | ||||
|   governs ``public performance'' of copyrighted works.  There is no | ||||
|   generally agreed definition for public performance of software and | ||||
|   version 2 of the GPL does not govern public performance.}.  By law, the | ||||
| copyright holder (aka the author) of the work controls how others may copy, | ||||
| modify and/or distribute the work.  For proprietary software, these | ||||
| controls are used to prohibit these activities.  In addition, proprietary | ||||
| software distributors further impede modification in a practical sense by | ||||
| distributing only binary code and keeping the source code of the software | ||||
| secret. | ||||
|   one can contract away their rights and freedoms regarding software, or | ||||
|   source code can be practically obscured in binary-only distribution | ||||
|   without reliance on any legal system.  However, the primary control | ||||
|   mechanism for software is copyright.}.  Copyright law, with respect to | ||||
| software governs copying, modifying, and redistributing that | ||||
| software\footnote{Copyright law in general also governs ``public | ||||
|   performance'' of copyrighted works.  There is no generally agreed | ||||
|   definition for public performance of software and version 2 of the GPL | ||||
|   does not govern public performance.}.  By law, the copyright holder (aka | ||||
| the author) of the work controls how others may copy, modify and/or | ||||
| distribute the work.  For proprietary software, these controls are used to | ||||
| prohibit these activities.  In addition, proprietary software distributors | ||||
| further impede modification in a practical sense by distributing only | ||||
| binary code and keeping the source code of the software secret. | ||||
| 
 | ||||
| Copyright law is a construction.  In the USA, the Constitution permits, | ||||
| but does not require, the creation of copyright law as federal | ||||
| legislation.  Software, since it is tangible expression of an idea, is | ||||
| legislation.  Software, since it is an idea fixed in a tangible medium, is | ||||
| thus covered by the statues, and is copyrighted by default. | ||||
| 
 | ||||
| However, software, in its natural state without copyright, is Free | ||||
| Software.  In an imaginary world, which has no copyright, the rules would | ||||
| be different.  In this world, when you received a copy of a program's | ||||
| source code, there would be no default legal system to restrict you from | ||||
| sharing it with others, making modifications, or redistributing those | ||||
| modified versions\footnote{There could still exist legal systems, like our | ||||
|   modern patent system, which could restrict the software in other ways.}. | ||||
| However, this legal construction is not necessarily natural.  Software, in | ||||
| its natural state without copyright, is Free Software.  In an imaginary | ||||
| world, which has no copyright, the rules would be different.  In this | ||||
| world, when you received a copy of a program's source code, there would be | ||||
| no default legal system to restrict you from sharing it with others, | ||||
| making modifications, or redistributing those modified | ||||
| versions\footnote{There could still exist legal systems, like our modern | ||||
|   patent system, which could restrict the software in other ways.}. | ||||
| 
 | ||||
| Software in the real world is copyrighted by default, and that default | ||||
| legal system does exist.  However, it is possible to move software out of | ||||
|  | @ -347,7 +354,7 @@ copyright is in the ``public domain''. | |||
| An author can create public domain software by disclaiming all copyright | ||||
| interest on the work.  In the USA and other countries that have signed the | ||||
| Berne convention on copyright, software is copyrighted automatically by | ||||
| the author when (s)he ``fixes the software into a tangible medium''.  In | ||||
| the author when she ``fixes the software into a tangible medium''.  In | ||||
| the software world, this usually means typing the source code of the | ||||
| software into a file. | ||||
| 
 | ||||
|  | @ -366,7 +373,6 @@ expressed permission to take actions governed by copyright law. | |||
| 
 | ||||
| By contrast, what the copyright holder has done is renounce her copyright | ||||
| controls on the work.  The law gave her controls over the work, and she | ||||
| %should the ``she'' be a ``(s)he'' ? | ||||
| has chosen to waive those controls.  Software in the public domain is | ||||
| absent copyright and absent a license.  The software freedoms discussed in | ||||
| Section~\ref{Free Software Definition} are all granted because there is no | ||||
|  | @ -383,7 +389,7 @@ copyrighted.  In most cases (particularly in that of FSF and the GNU | |||
| Project), this was done due to very careful planning. | ||||
| 
 | ||||
| Software released into the public domain does grant freedom to those users | ||||
| who receive the canonical versions on which the original author disclaimed | ||||
| who receive the standard versions on which the original author disclaimed | ||||
| copyright.  However, since the work is not copyrighted, any non-trivial | ||||
| modification made to the work is fully copyrightable. | ||||
| 
 | ||||
|  | @ -393,9 +399,9 @@ public domain as well.  However, over time, some entities will choose to | |||
| proprietarize their modified versions.  The public domain body of software | ||||
| feeds the proprietary software.  The public commons disappears, because | ||||
| fewer and fewer entities have an incentive to contribute back to the | ||||
| commons, since they know that any of their competitors can proprietarize | ||||
| their enhancements.  Over time, almost no interesting work is left in the | ||||
| public domain, because nearly all new work is done by proprietarization. | ||||
| commons.  They know that any of their competitors can proprietarize their | ||||
| enhancements.  Over time, almost no interesting work is left in the public | ||||
| domain, because nearly all new work is done by proprietarization. | ||||
| 
 | ||||
| A legal mechanism is needed to redress this problem.  FSF was in fact | ||||
| originally created primarily as a legal entity to defend software freedom, | ||||
|  | @ -473,7 +479,7 @@ The non-commercial users, however, were not concerned when these two | |||
| fellows began collecting paychecks off of their GPL'ed work.  They knew | ||||
| that because of the nature of the GPL that improvements that were | ||||
| distributed in the commercial environment could easily be folded back into | ||||
| the canonical version.  Companies are not permitted to proprietarize | ||||
| the standard version.  Companies are not permitted to proprietarize | ||||
| Samba, so the non-commercial users, and even other commercial users are | ||||
| safe in the knowledge that the software freedom ensured by GPL will remain | ||||
| protected. | ||||
|  | @ -482,7 +488,7 @@ Commercial developers also work in concert with non-commercial developers. | |||
| Those two now-long-since graduated students continue to contribute to | ||||
| Samba altruistically, but also get work doing it.  Priorities change when a | ||||
| client is in the mix, but all the code is contributed back to the | ||||
| canonical version.  Meanwhile, many other individuals have gotten involved | ||||
| standard version.  Meanwhile, many other individuals have gotten involved | ||||
| non-commercially as developers, because they want to ``cut their teeth on | ||||
| Free Software'' or because the problems interest them.  When they get good | ||||
| at it, perhaps they will move on to another project or perhaps they will | ||||
|  | @ -566,9 +572,9 @@ remain free in just this sense.\footnote{This quotation is Copyright | |||
| \end{quotation} | ||||
| 
 | ||||
| In essence, lawyers are paid to service the shared commons of legal | ||||
| infrastructure.  Few defend themselves in court or write their own briefs | ||||
| (even though they are legally permitted to do so) because everyone would | ||||
| prefer to have an expert do that job. | ||||
| infrastructure.  Few citizens defend themselves in court or write their | ||||
| own briefs (even though they are legally permitted to do so) because | ||||
| everyone would prefer to have an expert do that job. | ||||
| 
 | ||||
| The Free Software economy is a market that is ripe for experts.  It | ||||
| functions similarly to other well established professional fields like the | ||||
|  | @ -663,9 +669,10 @@ Preservation of copyright notice and license notifications are mentioned | |||
| specifically in \S 1.  These are in some ways the most important part of | ||||
| the redistribution, which is why they are mentioned by name.  The GPL | ||||
| always strives to make it abundantly clear to anyone who receives the | ||||
| software what its license is.  The goal is to leave no reason that someone | ||||
| would be surprised that the software she got was licensed under GPL\@. | ||||
| Thus throughout the GPL, there are specific reference to the importance of | ||||
| software what its license is.  The goal is to make sure users know their | ||||
| rights and freedoms under GPL and to leave no reason that someone would be | ||||
| surprised that the software she got was licensed under GPL\@.  Thus | ||||
| throughout the GPL, there are specific reference to the importance of | ||||
| notifying others down the distribution chain that they have rights under | ||||
| GPL. | ||||
| 
 | ||||
|  | @ -688,36 +695,30 @@ on making a profit from Free Software redistribution.) | |||
| 
 | ||||
| \section{GPL \S 2: Share and Share Alike} | ||||
| 
 | ||||
| Many consider \S 2 the heart and soul of the GPL\@.  For many, this is | ||||
| where the ``magic'' happens that defends software freedom along the | ||||
| distribution chain.  I certainly agree that if the GPL has a soul, this is | ||||
| where it is.  However, I argue that the heart is in fact contained in \SS | ||||
| 4--5 (see Section~\ref{GPLs4} and~\ref{GPLs5} of this tutorial).  But, for | ||||
| the moment, let us consider the soul. | ||||
| 
 | ||||
| \S 2 gives the only permission in the GPL that governs the modification | ||||
| controls of copyright law.  If someone modifies a GPL'ed program, she is | ||||
| bound in the making those changes by \S 2.  The goal here is to ensure | ||||
| that the body of GPL'ed software, as it continues and develops, remains | ||||
| Free as in freedom. | ||||
| For many, this is where the ``magic'' happens that defends software | ||||
| freedom along the distribution chain.  \S 2 is the only place in the GPL | ||||
| that governs the modification controls of copyright law.  If someone | ||||
| modifies a GPL'ed program, she is bound in the making those changes by \S | ||||
| 2.  The goal here is to ensure that the body of GPL'ed software, as it | ||||
| continues and develops, remains Free as in freedom. | ||||
| 
 | ||||
| To achieve that goal, \S 2 first sets forth that the rights of | ||||
| redistribution modified versions are the same as those for verbatim | ||||
| copying, as presented in \S 1.  Therefore, the details of charging, | ||||
| keeping copyright notices in tact, and other \S 1 provisions are in tact | ||||
| keeping copyright notices intact, and other \S 1 provisions are in tact | ||||
| here as well.  However, there are three additional requirements. | ||||
| 
 | ||||
| The first (\S 2(a)) requires that modified files carry ``prominent | ||||
| notices'' explaining what changes were made and the date of such changes. | ||||
| The goal here is not to put forward some specific way of marking changes, | ||||
| or controlling the process of how changes get made.  Primarily, \S 2(a) | ||||
| seeks to ensure that those receiving modified versions what path it took | ||||
| to them.  For some users, it is important to know that they are using the | ||||
| canonical version of program, because while there are many advantages to | ||||
| using a fork, there are a few disadvantages.  Users should be informed the | ||||
| historical context of the software version they use, so that they can make | ||||
| proper support choices.  Finally, \S 2(a) serves an academic purpose --- | ||||
| ensuring that future developers can use a diachronic approach to | ||||
| seeks to ensure that those receiving modified versions know what path it | ||||
| took to them.  For some users, it is important to know that they are using | ||||
| the standard version of program, because while there are many advantages | ||||
| to using a fork, there are a few disadvantages.  Users should be informed | ||||
| the historical context of the software version they use, so that they can | ||||
| make proper support choices.  Finally, \S 2(a) serves an academic purpose | ||||
| --- ensuring that future developers can use a diachronic approach to | ||||
| understand the software. | ||||
| 
 | ||||
| \medskip | ||||
|  | @ -734,12 +735,12 @@ education efforts by FSF on this matter, many still believe that modifiers | |||
| of GPL'ed software are required by the license to publish or otherwise | ||||
| share their changes.  On the contrary, \S 2(b) {\bf does not apply if} the | ||||
| changes are never distributed.  Indeed, the freedom to make private, | ||||
| personal changes to software that are not shared should be protected and | ||||
| defended\footnote{FSF does maintain that there is an {\bf ethical} | ||||
|   obligation to redistribute changes that are generally useful, and often | ||||
|   encourages companies and individuals to do so.  However, there is a | ||||
|   clear distinction between what one {\bf ought} to do and what one {\bf | ||||
|     must} do.}. | ||||
| personal, unshared changes to software for personal use only should be | ||||
| protected and defended\footnote{FSF does maintain that there is an {\bf | ||||
|     ethical} obligation to redistribute changes that are generally useful, | ||||
|   and often encourages companies and individuals to do so.  However, there | ||||
|   is a clear distinction between what one {\bf ought} to do and what one | ||||
|   {\bf must} do.}. | ||||
| 
 | ||||
| Next, we again encounter the same matter that appears in \S 0, in the | ||||
| following text: | ||||
|  | @ -767,12 +768,12 @@ Consider each subpart carefully. | |||
| The work ``as a whole'' is what is to be licensed.  This is an important | ||||
| point that \S 2 spends an entire paragraph explaining; thus this phrase is | ||||
| worthy of a lengthy discussion here.  As a programmer modifies a software | ||||
| program, she generates new copyrighted material --- fixing ideas in the | ||||
| tangible medium of electronic file storage.  That programmer is indeed the | ||||
| copyright holder of those new changes.  However, those changes are part | ||||
| and parcel to the original worked distributed to the programmer under | ||||
| GPL\@.  Thus, the license of the original work affects the license of the | ||||
| new whole derivative work. | ||||
| program, she generates new copyrighted material --- fixing expressions of | ||||
| ideas into the tangible medium of electronic file storage.  That | ||||
| programmer is indeed the copyright holder of those new changes.  However, | ||||
| those changes are part and parcel to the original worked distributed to | ||||
| the programmer under GPL\@.  Thus, the license of the original work | ||||
| affects the license of the new whole derivative work. | ||||
| 
 | ||||
| % {\cal I} | ||||
| \newcommand{\gplusi}{$\mathcal{G\!\!+\!\!I}$} | ||||
|  | @ -782,10 +783,10 @@ new whole derivative work. | |||
| It is certainly possible to take an existing independent work (called | ||||
| \worki{}) and combine it with a GPL'ed program (called \workg{}).  The | ||||
| license of \worki{}, when it is distributed as a separate and independent | ||||
| work, remains the prerogative of the copyright holder of .  However, when | ||||
| \worki{} is combined with \workg{}, it produces a new work that is the | ||||
| combination of the two (called \gplusi{}).  The copyright of this | ||||
| derivative work, \gplusi{}, is jointly held by the original copyright | ||||
| work, remains the prerogative of the copyright holder of \worki{}. | ||||
| However, when \worki{} is combined with \workg{}, it produces a new work | ||||
| that is the combination of the two (called \gplusi{}).  The copyright of | ||||
| this derivative work, \gplusi{}, is jointly held by the original copyright | ||||
| holder of each of the two works. | ||||
| 
 | ||||
| In this case, \S 2 lays out the terms by which \gplusi{} may be | ||||
|  | @ -798,7 +799,7 @@ product --- would they give you permission to create and distribute | |||
| GPL, sets forth ahead of time options for the copyright holder of \worki{} | ||||
| who may want to create and distribute \gplusi{}.  This pre-granted | ||||
| permission to create and distribute derivative works, provided the terms | ||||
| of GPL are uphold, goes far above and beyond the permissions that one | ||||
| of GPL are upheld, goes far above and beyond the permissions that one | ||||
| would get with a typical work not covered by a copyleft license.  Thus, to | ||||
| say that this restriction is any way unreasonable is simply ludicrous. | ||||
| 
 | ||||
|  | @ -824,11 +825,11 @@ third parties''.  This too has led to some confusions, and feeds the | |||
| misconception mentioned earlier --- that all modified versions must made | ||||
| available to the public at large.  However, the text here does not say | ||||
| that.  Instead, it says that the licensing under terms of the GPL must | ||||
| extend to anyone who might, through the typical distribution chain, | ||||
| receive a copy of the software.  Distribution to all third parties is not | ||||
| mandated here, but \S 2(b) does require redistributors to license the | ||||
| derivative works in a way that is extends FIXME to all third parties who may | ||||
| ultimately receive a copy of the software. | ||||
| extend to anyone who might, through the distribution chain, receive a copy | ||||
| of the software.  Distribution to all third parties is not mandated here, | ||||
| but \S 2(b) does require redistributors to license the derivative works in | ||||
| a way that is extends to all third parties who may ultimately receive a | ||||
| copy of the software. | ||||
| 
 | ||||
| In summary, \S 2(b) says what terms under which the third parties must | ||||
| receive this no-charge license.  Namely, they receive it ``under the terms | ||||
|  | @ -1211,9 +1212,23 @@ Thus, \S 7 is rarely gives software death by stopping its distribution. | |||
| Instead, it is inspiring patent holders to share their patents in the same | ||||
| freedom-defending way that they share their copyrighted works. | ||||
| 
 | ||||
| \section{GPL \S 8: Finding Freedonia} | ||||
| \section{GPL \S 8: Excluding Unfreedonia} | ||||
| \label{GPLs8} | ||||
| 
 | ||||
| \S 8 is rarely used by copyright holders.  Its intention is that, if | ||||
| particular country, say Unfreedonia, grant particular patents or allow | ||||
| copyrighted interfaces (no country to our knowledge even permits those | ||||
| yet), that the GPL'ed software can continue in free and unabated | ||||
| distribution in the countries where such controls do not exist. | ||||
| 
 | ||||
| It is a partial ``out'' from \S 7.  Without \S 8, if a copyright holder | ||||
| knew of a patent in a particular country licensed in a GPL-incompatible | ||||
| way, then she could not distribute under GPL, because the work would | ||||
| legitimately end up in the hands of citizens of Unfreedonia. | ||||
| 
 | ||||
| It is an inevitable but sad reality that some countries are freer than | ||||
| others.  \S 8 exists to permit distribution on those countries that are | ||||
| free without otherwise negating parts of the license. | ||||
| 
 | ||||
| %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% | ||||
| \chapter{Odds, Ends, and Absolutely No Warranty} | ||||
|  |  | |||
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	 Bradley M. Kuhn
						Bradley M. Kuhn