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Managing Free Software and Open Source Licensing

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A presentation given at ApacheCon 2011 in Vancouver.

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* http://commons.wikimedia.org/wiki/File:%D0%9F%D0%BE%D0%B6%D0%B0%D1%80_%D0%A2%D1%80%D0%BE%D0%B8%D1%86%D0%B5-%D0%98%D0%B7%D0%BC%D0%B0%D0%B9%D0%BB%D0%BE%D0%B2%D1%81%D0%BA%D0%BE%D0%B3%D0%BE_%D1%81%D0%BE%D0%B1%D0%BE%D1%80%D0%B0,_%D0%A1%D0%9F%D0%B1,_24.08.2006_-_%D0%B0%D0%BD%D0%B3%D0%B5%D0%BB%D1%8B.jpg
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* http://www.flickr.com/photos/smithsonian/2551094958

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Managing Free Software and Open Source Licensing

  1. 1. Managing Free Software & Open Source LicensingApacheCon 2011 November 12th Vancouver, Canada ApacheCon 2011 November 8th Vancouver, Canada Martin Ertl &&Zak Greant Martin Ertl Zak Greant
  2. 2. Martin Ertl
  3. 3. Martin ErtlLawyer & Entrepreneur
  4. 4. Martin Ertl Lawyer & EntrepreneurCo-founder of Navarik & Contractually
  5. 5. Martin Ertl Lawyer & Entrepreneur Co-founder of Navarik & Contractually15+ years of contract & license management experience
  6. 6. Zak Greant
  7. 7. Zak GreantFLOSS Project Veteran
  8. 8. Zak Greant FLOSS Project VeteranFSF, OSI, MySQL, Mozilla, PHP & WikiMedia
  9. 9. Zak Greant FLOSS Project Veteran FSF, OSI, MySQL, Mozilla, PHP & WikiMedia10+ years of FLOSS license management experience
  10. 10. This is NotLegal Advice
  11. 11. Who Are You?
  12. 12. Who Are You?Role? (Developer, Manager, Other)
  13. 13. Who Are You? Role? (Developer, Manager, Other)Organization? (Corp., Non-profit, Project)
  14. 14. Who Are You? Role? (Developer, Manager, Other)Organization? (Corp., Non-profit, Project) Status? (Just starting, on fire, …)
  15. 15. Copyright Basics
  16. 16. Copyright Basics A limited monopoly granted to the creator of anartistic, literary or scientific work in a fixed medium.
  17. 17. Copyright Basics A limited monopoly granted to the creator of anartistic, literary or scientific work in a fixed medium. Copy
  18. 18. Copyright Basics A limited monopoly granted to the creator of anartistic, literary or scientific work in a fixed medium. Copy Modify (Derivative Work)
  19. 19. Copyright Basics A limited monopoly granted to the creator of anartistic, literary or scientific work in a fixed medium. Copy Modify (Derivative Work) Perform
  20. 20. Copyright Basics A limited monopoly granted to the creator of anartistic, literary or scientific work in a fixed medium. Copy Modify (Derivative Work) Perform Moral Rights
  21. 21. Copyright Basics A limited monopoly granted to the creator of anartistic, literary or scientific work in a fixed medium. Copy Modify (Derivative Work) Perform Moral Rights License
  22. 22. Whose Copyright?
  23. 23. Whose Copyright? Contractor Employee Contributor
  24. 24. Whose Copyright? Contractor Employee Contributor Employee-as-Contributor
  25. 25. Whose Copyright? Contractor Employee Contributor Employee-as-Contributor Employer-as-Contributor
  26. 26. Patents & Trademarks
  27. 27. Patents & Trademarks … are not copyright
  28. 28. Licensing Basics
  29. 29. Licensing Basics Assign vs. License
  30. 30. Litigation Issues
  31. 31. Litigation Issues Who can sue?
  32. 32. FLOSSLicensing Overview
  33. 33. FLOSS Licensing OverviewFLOSS Licenses are just Software Licenses
  34. 34. Permissive Licenses
  35. 35. Permissive Licenses New BSD License
  36. 36. Permissive Licenses New BSD License MIT License
  37. 37. Permissive Licenses New BSD License MIT License Apache License
  38. 38. Copyleft Licenses
  39. 39. Copyleft LicensesGNU General Public License (GPL)
  40. 40. Copyleft LicensesGNU General Public License (GPL) Mozilla Public License (MPL)
  41. 41. Copyleft Licenses GNU General Public License (GPL) Mozilla Public License (MPL)GNU Lesser General Public License (LGPL)
  42. 42. Copyleft Licenses GNU General Public License (GPL) Mozilla Public License (MPL)GNU Lesser General Public License (LGPL) Affero GPL
  43. 43. Copyleft vs. the World
  44. 44. Copyleft vs. the World Proprietary
  45. 45. Copyleft vs. the World Proprietary FLOSS
  46. 46. FLOSSLicensing Strategies
  47. 47. FLOSSLicensing Strategies Individual
  48. 48. FLOSSLicensing Strategies Individual Project
  49. 49. FLOSSLicensing Strategies Individual Project Corporate
  50. 50. Individual
  51. 51. IndividualAdapt vs. Create
  52. 52. Individual Adapt vs. CreateIssues (Control, Shared Effort, Visibility)
  53. 53. Individual Adapt vs. CreateIssues (Control, Shared Effort, Visibility) Employment (Contract Exceptions)
  54. 54. Individual Adapt vs. CreateIssues (Control, Shared Effort, Visibility) Employment (Contract Exceptions) Licenses (Permissive v. Copyleft)
  55. 55. Project
  56. 56. ProjectAdministration
  57. 57. ProjectAdministration Intake
  58. 58. ProjectAdministration Intake Reuse
  59. 59. ProjectAdministration Intake Reuse Defence
  60. 60. ProjectAdministration Intake Reuse Defence
  61. 61. ProjectAdministration Intake Reuse Defence
  62. 62. Corporate
  63. 63. CorporateAdapt vs. Create
  64. 64. Corporate Adapt vs. CreateIssues (Control, Shared Effort, Visibility)
  65. 65. Corporate Adapt vs. CreateIssues (Control, Shared Effort, Visibility) Employment (Contract Exceptions)
  66. 66. Corporate Adapt vs. CreateIssues (Control, Shared Effort, Visibility) Employment (Contract Exceptions)Licenses (Permissive v. Copyleft v. Dual)
  67. 67. Contributor Licensing Agreements (CLAs)
  68. 68. Risks
  69. 69. FLOSS LicensingBest Practices
  70. 70. ## BEGIN COPYRIGHT, LICENSING, VERSION AND WARRANTY INFO BLOCK ##SOFTWARE NAME: eZ publishSOFTWARE RELEASE: 3.6.2BUILD VERSION: $Rev$COPYRIGHT NOTICE: Copyright (C) 1999-2006 eZ systems ASSOFTWARE LICENSE: eZ Proprietary Use License v1.0NOTICE: > This source file is part of the eZ publish (tm) CMS and is licensed under the terms and conditions of the eZ Proprietary Use License v1.0 (eZPUL). A copy of the eZPPL was included with the software. If the license is missing, request a copy of the license via email at eZPUL-v1.0@ez.no or via postal mail at Att: Licensing Dept., Postboks 253, N-3701 Skien, Norway IMPORTANT: THE SOFTWARE IS LICENSED, NOT SOLD. ADDITIONALLY, THE SOFTWARE IS LICENSED "AS IS," WITHOUT ANY WARRANTIES WHATSOEVER. READ THE eZPUL BEFORE USING, INSTALLING OR MODIFYING THE SOFTWARE.# NOTE: LICENSING NOTICES MUST BE 20 LINES LONG (KEEPS SANE LINE #s)## END COPYRIGHT, LICENSING, VERSION AND WARRANTY INFO BLOCK ##
  71. 71. Licensing Audit
  72. 72. Managing License Compliance
  73. 73. Discussion
  74. 74. Getting FLOSS Buy-in
  75. 75. Prefer simple, permissive licenses.Make sure you know what you are doing before you ship copylefted work.
  76. 76. Distribution is the highest risk.More distribution == more risk.
  77. 77. Free Software and Open Source licenses do not affect the dataprocessed by the licensed software.
  78. 78. Play by the rules.It’s cheaper & better.
  79. 79. licensing@fsf.orgmartin@contractual.ly zak@greant.com

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