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enyst - 9 years ago 2015-04-03 03:06:38
engel.nyst@gmail.com
From public domain to copyleft, insert a couple phrases about
permissive licensing, as alternative for public domain and as
intention to enforce certain conditions.

Signed-off-by: enyst <engel.nyst@gmail.com>
1 file changed with 25 insertions and 2 deletions:
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@@ -222,392 +222,415 @@ respect software freedom, therefore, permit altruistic sharing of software
 
among friends.
 

	
 
The commercial environment also benefits from this freedom.  Commercial sharing
 
includes selling copies of Free Software: that is, Free Software can
 
be distributed for any monetary
 
price to anyone.  Those who redistribute Free Software commercially also have
 
the freedom to selectively distribute (i.e., you can pick your customers) and
 
to set prices at any level that redistributor sees fit.
 

	
 
Of course, most people get copies of Free Software very cheaply (and
 
sometimes without charge).  The competitive free market of Free Software
 
tends to keep prices low and reasonable.  However, if someone is willing to
 
pay billions of dollars for one copy of the GNU Compiler Collection, such a
 
sale is completely permitted.
 

	
 
Another common instance of commercial sharing is service-oriented
 
distribution.  For example, some distribution vendors provide immediate
 
security and upgrade distribution via a special network service.  Such
 
distribution is not necessarily contradictory with software freedom.
 

	
 
(Section~\ref{Business Models} of this tutorial talks in detail about some
 
common 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
 
share those improvements.  The software freedom community is built on the
 
pillar of altruistic sharing of improved Free Software. Historically
 
it was typical for a
 
Free Software project to sprout a mailing list where improvements
 
would be shared
 
freely among members of the development community.\footnote{This is still
 
commonly the case, though today there are additional ways of
 
sharing Free Software.}  Such noncommercial
 
sharing is the primary reason that Free Software thrives.
 

	
 
Commercial sharing of modified Free Software is equally important.
 
For commercial support to exist in a competitive free market, all
 
developers -- from single-person contractors to large software
 
companies -- must have the freedom to market their services as
 
augmenters of Free Software.  All forms of such service marketing must
 
be equally available to all.
 

	
 
For example, selling support services for Free Software is fully
 
permitted. Companies and individuals can offer themselves as ``the place
 
to call'' when software fails or does not function properly.  For such a
 
service to be meaningful, the entity offering that service needs the
 
right to modify and improve the software for the customer to correct any
 
problems that are beyond mere user error.
 

	
 
Software freedom licenses also permit any entity to distribute modified
 
versions of 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 nontrivial 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
 
standard version refuse to serve the needs of some of the software's
 
users, other entities have the right to create a long- or short-lived fork
 
to serve that sub-community.
 

	
 
\section{How Does Software Become Free?}
 

	
 
The previous section set forth key freedoms and rights that are referred to
 
as ``software freedom''.  This section discusses the licensing mechanisms
 
used to enable software freedom.  These licensing mechanisms were ultimately
 
created as a community-oriented ``answer'' to the existing proprietary
 
software licensing mechanisms.  Thus, first, consider carefully why
 
proprietary software exists in the first place.
 

	
 
\label{explaining-copyright}
 

	
 
The primary legal regime that applies to software is copyright law.
 
Proprietary software exists at all only because copyright law governs
 
software.\footnote{This statement is admittedly 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, 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, and therefore this section focuses on how copyright
 
  restrictions make software proprietary.} Copyright law, with respect to
 
software, typically governs copying, modifying, and redistributing that
 
software (For details of this in the USA, see
 
\href{http://www.copyright.gov/title17/92chap1.html#106}{\S~106} and
 
\href{http://www.copyright.gov/title17/92chap1.html#117}{\S~117} of
 
\href{http://www.law.cornell.edu/uscode/text/17}{Title 17} of the
 
\textit{United States Code}).\footnote{Copyright law in general also governs
 
  ``public performance'' of copyrighted works. There is no generally agreed
 
  definition for public performance of software and both GPLv2 and GPLv3 do
 
  not restrict public performance.} By law (in the USA and in most other
 
jurisdictions), the copyright holder (most typically, 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 is not a natural state, it is a legal construction. In the USA, the
 
Constitution permits, but does not require, the creation of copyright law as
 
federal legislation.  Software, since it is an ``original work of authorship
 
fixed in any tangible medium of expression ...  from which they can be
 
perceived, reproduced, or otherwise communicated, either directly or with the
 
aid of a machine or device'' (as stated in
 
\href{http://www.law.cornell.edu/uscode/text/17/102}{17 USC \S~102}), is thus
 
covered by the statute, and is copyrighted by default.
 

	
 
However, software, in its natural state without copyright, is Free
 
Software. In an imaginary world with 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{Note that this is again an oversimplification; the
 
  complexities with this argument are discussed in
 
  Section~\ref{software-and-non-copyright}.}
 

	
 
Software in the real world is copyrighted by default and is automatically
 
covered by that legal system.  However, it is possible to move software out
 
of the domain of the copyright system.  A copyright holder can often
 
\defn{disclaim} their copyright. (For example, under USA copyright law
 
it is possible for a copyright holder to engage in conduct resulting
 
in abandonment of copyright.)  If copyright is disclaimed, the software is
 
effectively no longer restricted by copyright law.   Software not restricted by copyright is in the
 
``public domain.''
 

	
 
\subsection{Public Domain Software}
 

	
 
In the USA and other countries that
 
are parties to the Berne Convention on Copyright, software is copyrighted
 
automatically by the author when she fixes the software in a tangible
 
medium.  In the software world, this usually means typing the source code
 
of the software into a file.
 

	
 
Imagine if authors could truly disclaim those default controls of copyright
 
law.  If so, the software is in the public domain --- no longer covered by
 
copyright.  Since copyright law is the construction allowing for most
 
restrictions on software (i.e., prohibition of copying, modification, and
 
redistribution), removing the software from the copyright system usually
 
yields software freedom for its users.
 

	
 
Carefully note that software truly in the public domain is \emph{not} licensed
 
in any way.  It is confusing to say software is ``licensed for the
 
public domain,'' or any phrase that implies the copyright holder gave
 
express permission to take actions governed by copyright law.
 

	
 
Copyright holders who state that they are releasing their code into
 
the public domain are effectively renouncing copyright controls on
 
the work.  The law gave the copyright holders exclusive controls over the
 
work, and they chose to waive those controls.  Software that is, in
 
this sense, in the public domain
 
is conceptualized by the developer as having no copyright and thus no license. The software freedoms discussed in
 
Section~\ref{Free Software Definition} are all granted because there is no
 
legal system in play to take them away.
 

	
 
Admittedly, a discussion of public domain software is an oversimplified
 
example.  
 
Because copyright controls are usually automatically granted and because, in
 
some jurisdictions, some copyright controls cannot be waived (see
 
Section~\ref{non-usa-copyright} for further discussion), many copyright
 
holders sometimes incorrectly believe a work has been placed in the public
 
domain.  Second, due to aggressive lobbying by the entertainment industry,
 
the ``exclusive Right'' of copyright, that was supposed to only exist for
 
``Limited Times'' according to the USA Constitution, appears to be infinite:
 
simply purchased on the installment plan rather than in whole.  Thus, we must
 
assume no works of software will fall into the public domain merely due to
 
the passage of time.
 

	
 
Nevertheless, under USA law it is likely that the typical
 
disclaimers of copyright or public domain dedications we see in the
 
Free Software world would be interpreted by courts as copyright
 
abandonment, leading to a situation in which the user effectively receives a
 
maximum grant of copyright freedoms, similar to a maximally-permissive
 
Free Software license.
 

	
 
The best example of software known to truly be in the public domain is software
 
that is published by the USA government.  Under
 
\href{http://www.law.cornell.edu/uscode/text/17/105}{17 USC 101 \S~105}, all
 
works published by the USA Government are not copyrightable in the USA.
 

	
 
\subsection{Why Copyright Free Software?}
 

	
 
If simply disclaiming copyright on software yields Free Software, then it
 
stands to reason that putting software into the public domain is the
 
easiest and most straightforward way to produce Free Software. Indeed,
 
some major Free Software projects have chosen this method for making their
 
software Free. However, most of the Free Software in existence \emph{is}
 
copyrighted. In most cases (particularly in those of FSF and the GNU
 
Project), this was done due to very careful planning.
 
copyrighted.
 

	
 
For some, this is because while it's reasonable to assume that US courts
 
will recognize abandonment of copyright given a clear enough notice from the
 
author, that's not necessarily true in all jurisdictions and even if it was,
 
we don't know what form exactly a dedication should take to convince courts
 
and prevent confusion or attempted revocations.
 

	
 
For others, it's because authors feel that enforcing through copyright one or
 
more license condtions, reasonably chosen to correspond to their wishes, is
 
another way to create Free Software that everyone benefits from.
 

	
 
In the case of FSF and the GNU Project, copyrighting and licensing software
 
was done due to very careful planning.
 

	
 
Software released into the public domain does grant freedom to those users
 
who receive the standard versions on which the original author disclaimed
 
copyright. However, since the work is not copyrighted, any nontrivial
 
modification made to the work is copyrightable.
 

	
 
% FIXME: can't this be written better?
 
% The core intention of copyleft is to keep software from being reused in
 
% proprietary software. [It's the last - not discussed in the guide? - paragraph
 
% in GPLv2 and v3; though not part of the legal text, I'd argue it pervades it.]
 
% This means a lot of things, but it doesn't automatically mean that the public
 
% domain would disappear otherwise, in the simple sense that what is in the public
 
% domain remains there. If the argument is that there aren't adequate incentives
 
% for enlarging it, that's different than saying someone can shrink it.
 
% If there are serious reasons for thinking one can shrink it, then those
 
% reasons seem worth discussing separately from the incentives issue.
 

	
 
Free Software released into the public domain initially is Free, and
 
perhaps some who modify the software choose to place their work into the
 
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. 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,
 
and that work of defending software freedom is a substantial part of
 
its work today. Specifically because of this ``embrace, proprietarize and
 
extend'' cycle, FSF made a conscious choice to copyright its Free Software,
 
and then license it under ``copyleft'' terms. Many, including the
 
developers of the kernel named Linux, have chosen to follow this paradigm.
 

	
 
\label{copyleft-definition}
 

	
 
Copyleft is a strategy of utilizing copyright law to pursue the policy goal
 
of fostering and encouraging the equal and inalienable right to copy, share,
 
modify and improve creative works of authorship.  Copyleft (as a general
 
term) describes any method that utilizes the copyright system to achieve the
 
aforementioned goal.  Copyleft as a concept is usually implemented in the
 
details of a specific copyright license, such as the
 
\hyperref[GPLv3-full-text]{GNU General Public License (GPL)} and the Creative
 
Commons Attribution Share Alike License (the latter of which is the license
 
of this work itself).  Copyright holders of creative work can unilaterally
 
implement these licenses for their own works to build communities that
 
collaboratively share and improve those copylefted creative works.
 

	
 
Copyleft uses functional parts of the copyright system to achieve an unusual
 
result (legal protection for free sharing). Copyleft modifies, or ``hacks''
 
copyright law, which is usually employed to strengthen the rights of authors
 
or publishers, to strengthen instead the rights of users.  Thus, Copyleft is
 
a legal strategy and mechanism to defend, uphold and propagate software
 
freedom. The basic technique of copyleft is as follows: copyright the
 
software, license it under terms that give all the software freedoms, but use
 
the copyright law controls to ensure that all who receive a copy of the
 
software have equal rights and freedom. In essence, copyleft grants freedom,
 
but forbids others to forbid that freedom to anyone else along the
 
distribution and modification chains.
 

	
 
Copyleft's ``reciprocity'' or ``share and share alike'' rule protects both
 
developers, who avoid facing a ``prioritized'' competitor of their project,
 
and users, who can be sure that they will have all four software freedoms ---
 
not only in the present version of the program they use, but in all its
 
future improved versions.
 

	
 
Copyleft is a general concept. Much like ideas for what a computer might
 
do must be \emph{implemented} by a program that actually does the job, so
 
too must copyleft be implemented in some concrete legal structure.
 
``Share and share alike'' is a phrase that is used often enough to explain the
 
concept behind copyleft, but to actually make it work in the real world, a
 
true implementation in legal text must exist, written as a ``copyright
 
license''.  The GPL implements the concept of copyleft for software-oriented
 
and other functional works of a technical nature.  The ``CC BY SA'' license
 
implements copyleft for works of textual, musical and visual authorship, such
 
as this tutorial.
 

	
 
Copyleft advocates often distinguish between the concept of a ``strong
 
copyleft'' or a ``weak copyleft''.  However, ``strong vs. weak'' copyleft is
 
not a dichotomy, it's a spectrum.  The strongest copylefts strive to the
 
exclusive rights that copyright  grants to authors as extensively as possible
 
to maximize software freedom.  As a copyleft gets ``weaker'', the copyleft
 
license typically makes ``trade offs'' that might impede software freedom,
 
but reach other tactic goals for the community of users and developers of the
 
work.
 

	
 
In other words, strong copyleft licenses place the more requirements on how
 
``the work'' is licensed.  The unit of copyright law is ``the work''.  In
 
that sense, the ``work'' referenced by the licenses is anything that can be
 
copyrighted or will be subject to the terms of copyright law.  Strong
 
copyleft licenses exercise their scope fully.  Anything which is ``a work''
 
or a ``work based on a work'' licensed under a strong copyleft is subject to
 
its requirements, including the requirement of complete, corresponding source
 
code\footnote{Copyleft communities' use of the term ``strong copyleft'' is
 
  undoubtedly imprecise.  For example, most will call the GNU GPL a ``strong
 
  copyleft'' license, even though the GPL itself has various exceptions, such
 
  as the \hyperref[GPLv3-system-library-exception]{GPLv3's system library
 
    exception} written into the text of the license itself.  Furthermore, the
 
  copyleft community continues to debate where the a license cross the line
 
  from ``strong copyleft'' to ``license that fails to respect software
 
  freedom'', although ultimately these debates are actually regarding whether
 
  the license fits \hyperref[Free Software Definition]{Free Software
 
    definition} at all.}.  Thus, copyleft licenses, particularly strong ones,
 
seek to ensure the same license covers every version of ``work based on the
 
work'', as recognized by local copyright law, and thereby achieve the
 
specific strategic policy aim of ensuring software freedom for all users,
 
developers, authors, and readers who encounter the copylefted work.
 

	
 
\subsection{Software and Non-Copyright Legal Regimes}
 
\label{software-and-non-copyright}
 

	
 
The use, modification and distribution of software, like many endeavors,
 
simultaneously interacts with multiple different legal regimes.  As was noted
 
early via footnotes, copyright is merely the \textit{most common way} to
 
restrict users' rights to copy, share, modify and/or redistribute software.
 
However, proprietary software licenses typically use every mechanism
 
available to subjugate users.  For example:
 

	
 
\begin{itemize}
 

	
 
\item Unfortunately, despite much effort by many in the software freedom
 
  community to end patents that read on software (i.e., patents on
 
  computational ideas), they still exist.  As such, a software
 
  program might otherwise seem to be unrestricted, but a patent might read on
 
  the software and ruin everything for its users.\footnote{See
 
  \S\S~\ref{gpl-implied-patent-grant},~\ref{GPLv2s7},~\ref{GPLv3s11} for more
 
  discussion on how the patent system interacts with copyleft, and read
 
  Richard M.~Stallman's essay,
 
  \href{http://www.wired.com/opinion/2012/11/richard-stallman-software-patents/}{\textit{Let's
 
      Limit the Effect of Software Patents, Since We Can't Eliminate Them}}
 
  for more information on the problems these patents present to society.}
 

	
 
\item Digital Restrictions Management (usually called \defn{DRM}) is often
 
  used to impose technological restrictions on users' ability to exercise
 
  software freedom that they might otherwise be granted.\footnote{See
 
    \S~\ref{GPLv3-drm} for more information on how GPL deals with this issue.}
 
  The simplest (and perhaps oldest) form of DRM, of course, is separating
 
  software source code (read by humans), from their compiled binaries (read
 
  only by computers).  Furthermore,
 
  \href{http://www.law.cornell.edu/uscode/text/17/1201}{17 USC~\S1201} often
 
  prohibits users legally from circumventing some of these DRM systems.
 

	
 
\item Most EULAs also include a contractual agreement that bind users further
 
  by forcing them to agree to a contractual, prohibitive software license
 
  before ever even using the software.
 

	
 
\end{itemize}
 

	
 
Thus, most proprietary software restricts users via multiple interlocking
 
legal and technological means.  Any license that truly respect the software
 
freedom of all users must not only grant appropriate copyright permissions,
 
but also \textit{prevent} restrictions from other legal and technological
 
means like those listed above.
 

	
 
\subsection{Non-USA Copyright Regimes}
 
\label{non-usa-copyright}
 

	
 
Generally speaking, copyright law operates similarly enough in countries that
 
have signed the Berne Convention on Copyright, and software freedom licenses
 
have generally taken advantage of this international standardization of
 
copyright law.  However, copyright law does differ from country to country,
 
and commonly, software freedom licenses like the GPL must be considered under the
 
copyright law in the jurisdiction where any licensing dispute occurs.
 

	
 
Those who are most familiar with the USA's system of copyright often are
 
surprised to learn that there are certain copyright controls that cannot be
 
waived nor disclaimed.  Specifically, many copyright regimes outside the USA
 
recognize a concept of moral rights of authors.  Typically, moral rights are
 
fully compatible with respecting software freedom, as they are usually
 
centered around controls that software freedom licenses generally respect,
 
such as the right of an authors to require proper attribution for their work.
 

	
 
\section{A Community of Equality}
 

	
 
The previous section described the principles of software freedom, a brief
 
introduction to mechanisms that typically block these freedoms, and the
 
simplest ways that copyright holders might grant those freedoms to their
 
users for their copyrighted works of software.  The previous section also
 
introduced the idea of \textit{copyleft}: a licensing mechanism to use
 
copyright to not only grant software freedom to users, but also to uphold
 
those rights against those who might seek to curtail them.
 

	
 
Copyleft, as defined in \S~\ref{copyleft-definition}, is a general term for this
 
mechanism.  The remainder of this text will discuss details of various
 
real-world implementations of copyleft -- most notably, the GPL\@.
 

	
 
This discussion begins first with some general explanation of what the GPL is
 
able to do in software development communities.  After that brief discussion
 
in this section, deeper discussion of how GPL accomplishes this in practice
 
follows in the next chapter.
 

	
 
Simply put, though, the GPL ultimately creates a community of equality for
 
both business and noncommercial users.
 

	
 
\subsection{The Noncommercial Community}
 

	
 
A GPL'd code base becomes a center of a vibrant development and user
 
community.  Traditionally, volunteers, operating noncommercially out of
 
keen interest or ``scratch an itch'' motivations, produce initial versions
 
of a GPL'd system.  Because of the efficient distribution channels of the
 
Internet, any useful GPL'd system is adopted quickly by noncommercial
 
users.
 

	
 
Fundamentally, the early release and quick distribution of the software
 
gives birth to a thriving noncommercial community.  Users and developers
 
begin sharing bug reports and bug fixes across a shared intellectual
 
commons.  Users can trust the developers, because they know that if the
 
developers fail to address their needs or abandon the project, the GPL
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