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Sourceware thanks Conservancy for their support and urges the community to support Conservancy

by Sourceware PLC on November 27, 2023

Sourceware is maintained by volunteers, but hardware, bandwidth and servers are provided by sponsors. It is our goal to offer a worry-free, friendly home for Free Software projects. Because Free Software needs Free Infrastructure.

We have only been a Conservancy member project for 6 months, but we started the search for a fiscal sponsor about two years ago. Although we probably didn't really know or understand why we needed one at first or the services they provide.

Sourceware has been a Free Software hosting platform since 1998. As a developer platform for developers getting consensus on technical roadmaps has always been easy. But the discussion on governance took some time. In particular how much influence corporations should get was at times contentious. Sourceware may be volunteer managed, but wouldn't be possible without the hardware, network resources and services provided by some corporate sponsors. The Sourceware community values their independence and the strong community which it manages.

After nine months of discussion we finally settled on joining the Software Freedom Conservancy with a Project Leadership Committee of eight members (Frank Ch. Eigler, Christopher Faylor, Ian Kelling, Ian Lance Taylor, Tom Tromey, Jon Turney, Mark J. Wielaard and Elena Zannoni). Our Fiscal Sponsorship Agreement with the Conservancy states that there cannot be a majority of people affiliated with the same organization (max two members can be employed by the same entity at once). The agreement also states that for projects Sourceware hosts everything will be distributed solely as Free Software and that we will publish all services as Free Software. There is also a conflict of interest policy for the PLC.

Joining the Software Freedom Conservancy as a member project made Sourceware more structured. We have monthly Open Office hours now to learn from the community about any infrastructure issues and then the Sourceware Project Leadership Committee meets to discuss these, set priorities and decide how to spend any funds and/or negotiate with hardware and service partners together with the Software Freedom Conservancy staff.

Projects hosted by Sourceware are part of the core toolchain for GNU/Linux distros, embedded systems, the cloud and, through Cygwin, Windows. Years ago Ken Thompson laid out the roadmap for attacking an operating system via the compiler and other code generation tools. These days these are known as supply chain attacks. The Free Software community should reasonably insist that they be defended against these kinds of attacks with mechanisms for prevention, detection and restoration. We have been encouraging hosted project to write up a security policy which we support with technical infrastructure. Sourceware now offers different ways to attest a patch or email is valid. Using the Sourceware public-inbox instance you can use b4 for patch attestation using dkim, gpg-signed emails or patatt. Projects concerned with source code integrity now have various options to use signed git commits, signed git pushes, or use gitsigur for protecting git repo integrity. And new services, like our snapshots server https://snapshots.sourceware.org/ are run in containers, on separate VMs or servers (thanks to our hardware partners). Sourceware also leverages Conservancy's advisory role in how community projects are impacted by and can comply with recent regulations like the USA Cyber Security Directives and the EU Cyber Resilience Act.

Conservancy staff has been attending conferences to discuss with the Sourceware community, first virtual, then in person. Without having a formal fundraising program we already collected more than $6000 in just 6 months for Sourceware. We got even more support from hardware partners, who provided us with extra servers for our buildbot and to setup new services. We wrote up a Roadmap looking backwards to the last 25 years and looking forwards to the next 25 years. All this resulted in more volunteers showing up helping out.

Having been part of Conservancy for just 6 months has given the community and volunteers running the Sourceware infrastructure confidence in the future. We hope the community will support the Software Freedom Conservancy 2023 Fundraiser and become a Conservancy Sustainer so Conservancy can support more Software Freedom communities like Sourceware.

Tags: conservancy, sourceware, fundraiser

How I watched a Motion for Summary Judgment hearing

by Denver Gingerich on October 12, 2023

In SFC's ongoing lawsuit against Vizio asking to receive the source code for the copylefted components on their TVs, last week we had a hearing with the judge to discuss the Motion for Summary Judgment that Vizio filed (requesting that the court reject our case before it even went to trial). A couple of our staff attended in-person (in an Orange County courthouse in Southern California) while others, like myself, watched remotely.

I was hoping to be able to use a standard interface to view the proceedings (such as streaming video provided to a <video/> element on a webpage), but unfortunately that was not available. The only way to view hearings in this court remotely is via Zoom, which SFC has talked about recently. This presented me with a conundrum - do I join via Zoom to see what was said? Or am I prevented from accessing this civic discourse because the court chooses not to use a standard video sharing method, preventing a large segment of society from taking part? As part of their normal practice, the court does not record (nor allow recording except through an official court reporter that can be hired by the parties to take a textual transcript) of proceedings, so I needed to decide with some urgency how to proceed, as failing to join now would mean I couldn't see the hearing at all, neither now nor in the future.

I am not sure how other countries approach this problem, and maybe it is no different elsewhere, but it did concern me deeply how this technical decision to demand the use of proprietary software could leave so many people disenfranchised, both with respect to their legal system, and other public services as well.

As part of SFC's policy to allow the use proprietary software if it is critical to our mission, I decided that it was more important for me to be able to view the proceedings (and avoid charging many hundreds of dollars to SFC for an international flight and hotel). Note that SFC would never require this of me, and would gladly pay for me to attend in-person to avoid the proprietary software, but I felt personally it was the right decision for me to make in this context.

Once this dilemma was resolved (for better or worse), I went through the technical steps required to join the Zoom call for the court hearing, where I was presented with this text:

By clicking "Join", you agree to our {0} and {1}.

Now there were no links to {0} or {1}, so I made some guesses as to what I was agreeing to. In the best case, I was agreeing to nothing, and in the worst case I was agreeing that 0 and 1 provided the foundation for all humanity which, while potentially troubling, did have a certain appeal as a technologist. In any case, I clicked Join (possibly leaving an indelible mark on the future of the universe) and was at last able to observe the hearing, after dialing in by (SIP) phone for the audio, to reduce the amount of proprietary code being run for me to view the hearing.

The hearing event itself was familiar to those who have attended such court proceedings - there were many other cases heard that day, that touched on issues such as whether you could get a DUI while riding a horse (answer: yes), to much more serious and unfortunate clear instances of DARVO tactics in domestic disputes (which we hope will not ultimately sway the judge). It appeared the judge wanted to save our hearing for last, possibly due to its complexity or novelty. The lawyers in most of the other matters appeared remotely.

Once the other cases were heard, the judge turned to us, with both our lawyers and Vizio's lawyer physically present in the courtroom. She asked Vizio to go first (since it was Vizio's motion), and their lawyer went over the points from their Motion for Summary Judgment, eventually clarifying seven specific objections Vizio had made to our case in its motion - the judge had clearly read our brief and wanted to know more on these seven topics given how we addressed them.

It was a bit jarring to hear my own name mentioned in court, as one of the objections was to an email I had sent to Vizio when we informed them they were violating the GPL. While not a problem for our case, it reminded me of the need to be extra careful, since anything we say to a company who violates the GPL can end up in court. But it also reminded me of why it is important we do this: if people feel scared to file lawsuits when companies fail to comply with the software freedom licenses they choose to use, then we at SFC must step up and use our resources and substantial experience to make sure the unfounded claims by companies of how they should be able to get away with violating are firmly rebuffed.

After Vizio's lawyer had finished, the judge turned to our lawyers for a response. Our lawyers presented an excellent litany of reasons why SFC's case is not preempted by copyright (for example, there is an extra element, provision of source code, that copyright remedies do not provide), and why we have rights as a third-party to the GPL contract between Vizio and the developers of the software that Vizio chose to use (as an example, the GPL itself clearly states, "You [Vizio] must make sure that they [third-party recipients such as SFC], too, receive or can get the source code").

Our lawyers finished with some examples of how contract law works, where if you agree to make some copies, but don't pay the money required in the contract, then that's a contract claim, not a copyright claim. In that case, a party has stiffed the beneficiary on the money. And in our case, as our lawyer so eloquently ended the hearing: "Vizio has stiffed us on the code".

We are extremely proud of our lawyers in this case, especially the two lawyers who argued in-person for us on Thursday: Naomi Jane Gray and Don Thompson, as well our General Counsel Rick Sanders. Whether companies are held accountable for following the software right to repair licenses they choose to use is immensely important - they need to give us the same rights they have, and we're incredibly happy that our legal team are so laser-focused on this.

We look forward to hearing the judge's decision on this motion when it comes out (in the meantime, you can read the hearing transcript if you like). Whatever the result, we will keep fighting for your software rights, everywhere software is used, using the legal mechanisms available (when required), to make sure everyone can control their technology.

Tags: conservancy, GPL, law, licensing

Software Freedom & Trademarks: Examining Rust's New Policy through the Lens of FOSS History

by Denver Gingerich on July 27, 2023

When it comes to the law, people working on software freedom are often most concerned about copyright and contract law (and the licenses we use under both), since these appear to most directly affect software freedom. How people can use, study, modify, and redistribute the software is naturally of paramount importance and these laws heavily affect those rights. Generally FOSS projects don't consider their brand as much as the software and community being built, and so other fields of law, like trademark, get less consideration.

However, trademark law can have a significant impact on what people can do with a FOSS project, including whether they can enjoy these rights at all.

Practical software freedom (the right to use, study, modify, and redistribute software you've received) requires meeting several conditions. First, that program must be under a Free and Open Source (FOSS) license. Second, the entity(ies) distributing the program must abide by the terms of the license. And third, there must be no additional restrictions that would inhibit your ability to exercise your rights under the license. (Copyleft licenses include extra verbiage to assure the third condition is met.)

For non-copylefted works, which do not have additional terms in the FOSS license to avoid additional restrictions, we have to verify that no external conditions effectively revoke the rights of users surreptitiously. While that situation is rare, the repercussions can be quite severe. Historically, for some famous software, we've faced such significant challenges. This post is advice to avoid repeating these mistakes of the past. Often, these mistakes occur due to aggressive trademark policies.

Trademarks have value for FOSS; they do reduce confusion between similar products, tools, or programs. When used appropriately, they ensure people know what program they're using, who is behind it, and what they can expect from its behavior. When stretched too far, trademark policies create huge problems in software freedom communities. Sometimes, aggressive trademark policies cause programs that would otherwise give users software freedom to no longer provide the rights users rely on to copy, share, and redistribute the software.

We explore below three historical examples — each of which provide different lessons on how appropriate trademark policies can respect software freedom. We end with a recent situation that could still go either way.

Let's start with Java. As early as 1996, Sun Microsystems was aggressively going after anyone who used the 4 letters "Java" in their name, even if there was no likely confusion. Occasionally, Sun had to apologize for this behavior. Contemporaneous commentators noted: "that doesn't mean that Sun intends to rein in its trademark hawks". As a result, software freedom activists wishing to implement a Java compiler were extremely careful to never use "Java" in a way that could cause Sun to object. One example is the first FOSS implementation of the Java standard library, which developers named "Classpath" (at the suggestion of SFC's now Policy Fellow, Bradley Kuhn) to avoid any whiff of "Java". While Sun later became more friendly to software freedom, this software-freedom-hostile trademark policy persisted for over a decade, creating significant extra work for anyone wanting to create or modify Java programs, as they navigated the confusing naming landscape of not-Java names used for Java tooling.

Next, consider PHP. Starting in 2000, the PHP authors decided to remove the option to use PHP under the General Public License, beginning with PHP version 4. This left users with only the PHP License as an option, which is non-copyleft, but includes extra restrictions beyond most non-copyleft FOSS licenses. Those restrictions specifically related to use of the PHP name. This policy led to substantial debate within many communities, including Debian. Debian eventually decided to create a special policy for PHP in order to feel comfortable redistributing and modifying PHP, which is memorialized on the FTP Masters' web site. Imagine the time and effort wasted by redistributors like Debian, who had to consider special cases for a specific software program. Ultimately, such licensing makes extra work for distributions like Debian, and creates uncertainty for people wishing to modify PHP — as they navigate a license used nowhere else that awkwardly pulls in a trademark policy as part of it.

Finally, and perhaps most importantly, consider the historical situation with Mozilla. Unlike the other two examples (with very little communication between trademark holders and distributors of the software), Mozilla did try to coordinate with groups like Debian. However, Mozilla's demands (beginning in 2004) could not be accommodated without major changes to the programs that Debian and other distributions provided to users. Mozilla was unable to successfully address the legitimate concerns the Debian community raised regarding its policies for a long period of time. As a result, Debian and others spent years doing extra work to rename Firefox, Thunderbird, and other Mozilla projects before distributing them to users. This is perhaps the worst outcome of an improperly-applied trademark policy, as it causes both substantial extra work, and also a loss of brand recognition. Users of Debian and other distributions needed to do extra research to find that they were in fact using Mozilla software that is very similar to the Mozilla-branded versions. Mozilla's retrograde policies for years hurt both the Debian and Mozilla communities. Eventually, Mozilla listened to the community, negotiated fairly, and the policy was changed. The result was a clarification on how reasonable changes to Mozilla programs could retain the Mozilla names, as discussed by the Debian Project Leader involved in the discussions and others in the renaming ticket. In line with core principle 8 of the Debian Free Software Guidelines, there was nothing Debian-specific about the clarification, so all distributors of Mozilla programs could benefit.

With all these examples of trademark policies gone wrong in the first couple decades of the software freedom movement, we must create better policies going forward. Open dialog between trademark holders and software distributors can alleviate concerns over trademark policies' reach, or at least allow distributors to quickly arrive at a conclusion on appropriate next steps. So we do encourage groups with trademark policies (especially those likely to change in the near future) to proactively reach out to those affected, and ask for discussion and/or input to ensure the software freedom community remains strong and healthy.

With this in mind, we turn our attention to Rust, a programming language whose main compiler implementation is managed by the Rust Foundation, a 501(c)(6) trade assocation, comprised of companies with a common business interest. While the trademark policy that is currently in place at the time of this writing appears to be largely accepted by the community, allowing Debian to distribute the Rust Foundation compiler (rustc) to its users per standard Debian policy, there is concern that a draft trademark policy currently under consideration may change this. The draft is available at this link (HTML-only version) — in accordance with SFC's organizational decision to run non-free JavaScript when it is crucial to our work (as this link requires), we have read the document at that link to confirm its contents.

The Rust Foundation's draft trademark policy may require substantial work to avoid the problems of the past. We hope that the Rust Foundation considers the history of trademarks and software freedom that we've discussed above. While the Rust Foundation did briefly open a comment form for public feedback on the above draft, it is unfortunately closed now. We are not aware of any outreach so far by the Rust Foundation to talk with key redistributors, such as Debian, to verify the changes would fit reasonably with long-standing FOSS redistribution policies. Accordingly, we hope the Rust Foundation will open another round of comments in order to solicit further feedback on their draft trademark policy.

After reaching out to someone who is involved with the Rust community and the Foundation, we understand that this policy is still a work in progress and look forward to hearing more about it in the weeks to come. The published policy is not in effect, and we encourage the Rust Foundation, in response to this article, to reach out to relevant parties and ask for assistance and feedback. We're of course happy to help however we can.

To keep our software freedom communities vibrant, communication is key. While we are excited to see the Rust Foundation open to public comment, we hope they will work with the larger FOSS community to find a trademark policy that benefits everyone. With decades of history and experience resolving these issues, the software freedom movement has what it takes to solve these and other pressing issues of today.

Tags: licensing

RHEL Panel Discussion at FOSSY 2023

by Bradley M. Kuhn on July 19, 2023

This past weekend, July 13-16th, 2023, Software Freedom Conservancy (SFC) hosted and ran a new conference, FOSSY (Free and Open Source Software Yearly) in Portland, Oregon, USA. I was glad to host the keynote panel discussion on the recent change made by Red Hat (now a subsidiary of IBM) regarding the public source code releases for Red Hat Enterprise Linux (RHEL).

The panelists included (in alphabetical order) Jeremy Alison, software engineer at CIQ (focused on Rocky Linux) and Samba co-founder, myself, Bradley M. Kuhn, policy fellow at SFC, benny Vasquez, the Chair of the AlmaLinux OS Foundation, and James (Jim) Wright, who is Oracle’s Chief Architect for Open Source Policy, Strategy, Compliance, and Alliances.

Red Hat themselves did not reply to our repeated requests to join us on this panel, but we were able to gather the key organizations impacted by Red Hat's recent decision to cease public distribution of RHEL sources. SUSE was also invited but let us know they were unable to send someone on short notice to Portland for the panel.

We're very glad to make the video available to everyone who has been following this evolving story. FOSSY is a new event, and we've hopefully shown how running a community-led FOSS event here in Portland each summer creates an environment where these kinds of important discussions can be held to explore issues impacting FOSS users around the world.

I thank our panelists again for booking last-minute travel to be with us for this exciting panel and thank all the FOSSY attendees for their excellent questions during the panel.

I hope to see all of you at next years' FOSSY!

Tags: conservancy, GPL, conferences, events

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