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Displaying posts by Bradley M. Kuhn and Karen M. Sandler

SFLC: Escalation Disguised as “Settlement Offer”

by Bradley M. Kuhn and Karen M. Sandler on December 22, 2017

Conservancy stands by our motion for summary judgment to dismiss Software Freedom Law Center (SFLC)'s petition to cancel our trademark. This remains the most resource-efficient way to dispense with SFLC's unwarranted attacks. We have received their latest escalation, disguised as a “peaceful settlement” offer. Instead of deescalating today, SFLC added inflammatory accusations against Conservancy and its employees. Obviously, we did not commit fraud; our legal counsel, Pam Chestek, has advised us that SFLC's fraud allegation is “unequivocally unfounded”. We will not let them further waste our time.

We cannot accept any settlement offer that includes a trademark license we don't need. Furthermore, any trademark license necessarily gives SFLC perpetual control over how we pursue our charitable mission. SFLC, our former law firm, helped us form and name our independent entity. Changing this arrangement now does not advance software freedom nor our mission. Our community remains best served by SFLC and Conservancy as independent entities.

Links to our previous blog posts on this matter: 1, 2

Tags: conservancy

FSF's Stallman Applauds Conservancy's Linux Enforcement

by Bradley M. Kuhn and Karen M. Sandler on May 11, 2017

In a blog post today, Richard M. Stallman of the Free Software Foundation applauds our work at Conservancy enforcing the GPL for Linux.

In his statement, Stallman reiterates the importance of the Principles of Community-Oriented GPL Enforcement and the need for lawsuits, but only as a last resort.

We thank RMS for his support of our work and for asking more people to become Conservancy Supporters.

RMS' blog post has links to LibrePlanet talks [1, 2] by both of us where we discuss Conservancy's work in this area.

Tags: conservancy, GPL, supporter

The Importance of Following Community-Oriented Principles in GPL Enforcement Work

by Bradley M. Kuhn and Karen M. Sandler on July 19, 2016

The GNU General Public License (GPL) was designed to grant clear permissions for sharing software and to defend that freedom for users. GPL'd code now appears in so many devices that it is fundamental to modern technology. While we believe that following the GPL's requirements is neither burdensome nor unreasonable, many fail to do so. GPL enforcement — the process to encourage those who fail to correct problems and join our open software development community — is difficult diplomacy.

Our community learned together over the last 20 years how to do this work well. Last year, Conservancy and the FSF published the concise but comprehensive Principles of Communited-Oriented GPL Enforcement. The Principles are endorsed by Conservancy, FSF and gpl-violations.org — the three historic community-oriented GPL enforcement organizations, as well as other non-enforcing organizations such as OSI. Recently, these principles were also endorsed by the Netfilter team, a core and essential group of Linux developers. However, despite our best efforts, we have been unable to convince all enforcers to endorse these Principles. Here, we express our concern and desire to ameliorate that situation as best we can. Furthermore, we also bring some transparency and context where enforcers seem unlikely to ever endorse the Principles.

One impetus in drafting the Principles was our discovery of ongoing enforcement efforts that did not fit with the GPL enforcement community traditions and norms established for the last two decades. Publishing the previously unwritten guidelines has quickly separated the wheat from the chaff. Specifically, we remain aware of multiple non-community-oriented GPL enforcement efforts, where none of those engaged in these efforts have endorsed our principles nor pledged to abide by them. These “GPL monetizers”, who trace their roots to nefarious business models that seek to catch users in minor violations in order to sell an alternative proprietary license, stand in stark contrast to the work that Conservancy, FSF and gpl-violations.org have done for years.

Most notably, a Linux developer named Patrick McHardy continues ongoing GPL enforcement actions but has not endorsed the community Principles. When Patrick began his efforts, Conservancy immediately reached out to him. After a promising initial discussion (even contemplating partnership and Patrick joining our coalition) in mid-2014, Patrick ceased answering our emails and text messages, and never cooperated with us. Conservancy has had no contact with Patrick nor his attorney since, other than a somewhat cryptic and off-topic response we received over a year ago. In the last two years, we've heard repeated rumors about Patrick's enforcement activity, as well as some reliable claims by GPL violators that Patrick failed to follow the Principles.

In one of the many attempts we made to contact Patrick, we urged him to join us in co-drafting the Principles, and then invited him to endorse them after their publication. Neither communication received a response. We informed him that we felt the need to make this public statement, and gave him almost three months to respond. He still has not responded.

Patrick's enforcement occurs primarily in Germany. We know well the difficulties of working transparently in that particular legal system, but both gpl-violations.org and Conservancy have done transparent enforcement in that jurisdiction and others. Yet, Patrick's actions are not transparent.

In private and semi-private communications, many have criticized Patrick for his enforcement actions. Patrick McHardy has also been suspended from work on the Netfilter core team. While the Netfilter team itself publicly endorsed these Principles of enforcement, Patrick has not. Conservancy agrees that Patrick's apparent refusal to endorse the Principles leaves suspicion and concern, since the Principles have been endorsed by so many other Linux copyright holders, including Conservancy.

Conservancy built a coalition of many copyright holders for Linux enforcement so that we as copyright holders in Linux could share with each other our analysis, strategy, plans and diplomacy. Much like Linux development itself, enforcement functions best when copyright holders collaborate as equals to achieve the desired result. In coding, Linux copyright holders seek to create together the best operating system kernel in history, and in an enforcement coalition like ours, we seek to achieve proper compliance in the best possible way for the community. (More collaboration is always better for various reasons, and we always urge copyright holders in Linux, Debian, Samba, and BusyBox to join our coalitions.)

Nevertheless, Conservancy does not object to individual copyright holders who wish to enforce alone; this is their legal prerogative, and with such limited resources for (and political opposition against) GPL enforcement on Linux, everyone who wants to help is welcome. However, Conservancy must denounce anyone who refuses to either endorse the Principles, or (at least) publicly explain why the Principles are not consistent with their efforts to advance software freedom.

There are few public facts on Patrick's enforcement actions, though there are many rumors. That his enforcement work exists is indisputable, but its true nature, intent, and practice remains somewhat veiled. The most common criticism that we hear from those who have been approached by Patrick is an accusation that he violates one specific Principle: prioritizing financial gain over compliance. Meanwhile, some who criticize Conservancy's enforcement efforts ironically believe we are “too nice” — because we don't seek to maximize financial gain, and therefore we ultimately fund some license compliance work with donations from the general public. Despite that criticism, and the simple fact that Conservancy's settlement funds from GPL enforcement usually fail to cover even the staffing costs associated with our enforcement efforts, we continue to abide by the Principle that compliance is paramount over monetary damages. While we sympathize with those who wish GPL enforcement would fund itself, we also see clear problems if an enforcer prioritizes financial gain over compliance — even if the overarching goal is more comprehensive enforcement in other areas.

Conservancy does all our enforcement specifically through a USA 501(c)(3) charity, precisely because that makes us transparently financially accountable. The IRS requires that our work benefit the general public and never bestow private inurement to anyone. Success in enforcement should never personally benefit one individual financially, and a charity structure for GPL enforcement ensures that never happens. Furthermore, the annual Form 990 filings of charities allows for public scrutiny of both enforcement revenue and expenditure1.

Conservancy, as a charity in the center of GPL enforcement, seeks to make enforcement transparent. We devised the Principles in part to clarify long-standing, community-accepted enforcement procedures in a formalized way, so that violators and GPL-compliant adopters alike can discern whether enforcement behavior is acceptable under community norms. We welcome public debate about any enforcement action's compliance with the Principles (i.e., its meta-compliance with the Principles). We encourage all those who enforce GPL to come forward to either endorse the Principles, or publicly propose updates or modifications to the Principles. (We've created the mailing list, principles-discuss, as a public place for that discussion.) We urge developers to state that they support enforcement undertaken in a principled manner, including litigating only as a necessary last resort and to never prioritize financial gain.

We chose the phrase “meta-compliance with the Principles” carefully. Applying the Principles themselves to compliance with those Principles seems apt to us. For example, we publicized the concerns about Patrick's enforcement only after two years of good-faith attempts to discuss the problems with him, and we waited for more than a year before publicizing the problem, and only after both ample warning to Patrick, and discussion and coordination with the Netfilter team. Just as we would with a GPL violator, we exhausted every path we could find before making this statement publicly.

Thus, we now call on Patrick to endorse the Principles or publicly engage in good faith with the community to discuss proper methods of enforcement. We further welcome anyone who does not currently abide by these Principles to join us anew in our coordinated community-oriented GPL enforcement work.

In conclusion, to contrast GPL enforcement with the much more common proprietary software litigation, violators should always have a simple and solid method to quickly resolve the rare legal action around the GPL: compliance. GPL enforcers should always seek compliance as the primary and paramount resolution to any enforcement matter. In this manner, where community-oriented enforcement exists and thrives, the risk for danger from lawsuits diminishes. Today's violators can then become tomorrow's contributors.

Finally, if you are in a situation where you are unsure what your obligations are under GPL, we urge you to read and study the Copyleft Guide to learn more about how to properly comply with GPL and other copyleft licenses.


1 Looking at Conservancy's Form 990s, you can see by examining Page 2 (Part III) (in FY 2011, see Page 25, Schedule O, for continuation) each year how much revenue Conservancy received from enforcement settlements, and how much Conservancy spends on license compliance activity. Most notably, Conservancy has not received a single dollar in GPL enforcement revenue since FY 2012.

Tags: conservancy, Filings, GPL

Free Software Foundation Issues Statement in Support of Community's ZFS Concerns

by Bradley M. Kuhn and Karen M. Sandler on April 11, 2016

FSF Confirms Conservancy's Analysis & Urges ZFS Copyright Holders to License Under GPL

In a statement today, the Free Software Foundation (FSF), the charity that publishes all versions of the GNU General Public License (GPL), issued a statement regarding GPL-incompatible licenses and their interactions with strong copyleft licenses. The statement, written by Richard M. Stallman, President of the FSF and author of all versions of the GPL, confirms various points that we made previously in our blog post on the matter in late February.

The FSF's statement covers various topics, but most importantly, it confirms that distribution of software created by combining GPL-incompatibly licensed copyrighted works with GPL'd works violates GPL, stating:

The only permissible way to make available a binary (non-source) work that includes GPL'd material is under the GPL. … Code under GPL-incompatible licenses cannot be added, neither in source nor binary form, without violating the GPL.

The FSF's statement also reiterates many important points that are central to Conservancy's work on GPL compliance, particularly as it relates to combined works, such as Linux modules, which are “dynamically linked”:

[I]f you distribute modules meant to be linked together by the user, you have made them into a combined work, and you must release the entire combined work under the GNU GPL.

Specifically regarding the ZFS matter, the FSF has joined Conservancy in calling on Oracle to also license their ZFS copyrights under GPL, so that combinations with Linux are permitted:

[T]he copyright holders of ZFS … can give permission to use it under the GNU GPL, version 2 or later, in addition to any other license. This would make it possible to combine that version with Linux without violating the license of Linux. This would be the ideal resolution and we urge the copyright holders of ZFS to do so.

The FSF does point out that as stewards of the GNU project, they look to organizations like Conservancy, with a direct relationship with substantial Linux copyright holders, to assure compliance with the GPL for Linux. The FSF lauded our efforts to enforce the GPL, concluding with:

[W]e enthusiastically encourage enforcement of the GPL on Linux in accord with the Principles of Community-Oriented GPL Enforcement, and we wish the enforcers success in bringing violators into compliance, thus maintaining the GPL's integrity so it can defend users' freedom.

Both of us, in addition to our work in our day jobs with Conservancy, also volunteer our time to help the FSF — Bradley has been an FSF volunteer (focused primarily on licensing issues) since 1997 and Karen since 2006. We have been grateful to have a fruitful collaborative relationship with the FSF, and we appreciate that both John Sullivan and Richard Stallman actively sought our direct feedback and input on the FSF's statement over the last month.

Conservancy has also engaged in many more formal collaborations with the FSF in the past two years. Most notably, Conservancy and FSF co-published the aforementioned Principles of Community-Oriented GPL Enforcement. Conservancy and the FSF also jointly manage the copyleft.org effort, which publishes the most comprehensive guide ever created on the use of and compliance with GPL and copyleft.

In the six weeks since publication of our blog post about the license compliance problems with Canonical, Ltd.'s inclusion of ZFS in Ubuntu, some have opined with statements that do not fit with the interpretations and analysis that the FSF has carefully created over the last 30 years regarding how copyleft works. We believe the FSF's statement definitively settles this issue, showing that the FSF position remains consistent. We're glad the FSF has clarified the confusion created by the many pundits who have published inaccurate licensing advice.

Conservancy, now joined by the FSF, continue to call on copyright holders of ZFS to end the licensing problems and simply grant permission under GPL for ZFS' inclusion in Linux. Without such permission, users who seek to combine Linux and ZFS live in a precarious situation without the necessary copyright permissions to exercise their software freedom. The easiest path to resolution is a responsible and community-friendly licensing action by ZFS's copyright holders. Oracle should lead the way, as the largest single copyright holder in the ZFS codebase, to either relicense ZFS, or, if they prefer, publish an updated CDDL that is compatible with the GPLv2 and GPLv3 (which would be another viable route to solve the same problem).

Tags: conservancy, GPL

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