% compliance-guide.tex                            -*- LaTeX -*-

\part{A Practical Guide to GPL Compliance}

\label{gpl-compliance-guide}

{\parindent 0in

This part is: \\

\begin{tabbing}

Copyright \= \copyright{} 2008, 2014 \= \hspace{.2in} Bradley M. Kuhn. \\

Copyright \= \copyright{} 2014 \> \hspace{.2in} Free Software Foundation, Inc. \\

Copyright \> \copyright{} 2008, 2014 \> \hspace{.2in} Software Freedom Law Center. \\

\end{tabbing}

\vspace{.1in}

\begin{center}

The copyright holders of this part hereby grant the freedom to copy, modify,

convey, Adapt, and/or redistribute this work under the terms of the Creative

Commons Attribution Share Alike 4.0 International License.  A copy of that

license is available at

\url{https://creativecommons.org/licenses/by-sa/4.0/legalcode}.

\vfill

CC-By-SA-licensed published works: \\

\begin{itemize}

\item \hrefnofollow{http://www.softwarefreedom.org/resources/2008/compliance-guide.html}{\textit{The Practical Guide GPL Compliance}}, by Bradley M. Kuhn, Aaron

Williamson and Karen Sandler, first published on 2008-08-20. \\

\item \hrefnofollow{http://www.softwarefreedom.org/resources/2014/SFLC-Guide_to_GPL_Compliance_2d_ed.html}{\textit{Software Freedom Law Center Guide to GPL Compliance, 2nd

  Edition}} by Eben Moglen and Mishi Choudhary, first published on 2014-10-31. \\

\end{itemize}

However, this work is primarily composed of the many contributions it

receives as a public, collaborative project.  Please

\href{https://gitorious.org/copyleft-org/tutorial/history/master:compliance-guide.tex}{review

  its Git logs} for full documentation of all contributions.

\end{center}

}

\pagebreak

\chapter*{Executive Summary}

This is a guide to effective compliance with the GNU General Public

License (GPL) and related licenses.  Copyleft advocates

usually seek to assist the community with

GPL compliance cooperatively.   This guide focuses on complying from the

start, so that readers can learn to avoid enforcement actions entirely, or, at

least, minimize  the negative impact when enforcement actions occur.

This guide  introduces and explains basic legal concepts related to the GPL and its

enforcement by copyright holders. It also outlines business practices and

methods that lead to better GPL compliance.  Finally, it recommends proper

post-violation responses to the concerns of copyright holders.

\chapter{Background}

Copyright law grants exclusive rights to authors.  Authors who chose copyleft

seek to protect the freedom of users and developers to copy, share, modify

and redistribute the software.  However, copyleft is ultimately implemented

through copyright, and the GPL is primarily and by default a copyright

license.  (See \S~\ref{explaining-copyright} for more about the interaction

between copyright and copyleft.)  Copyright law grants an unnatural exclusive

control to copyright holders regarding copyright-controlled permissions

related to the work.  Therefore, copyright holders (or their agents) are the

ultimately the sole authorities to enforce copyleft and protect the rights of

users.  Actions for copyright infringement are the ultimate legal mechanism

for enforcement.  Therefore, copyright holders, or collaborative groups of

copyright holders, have historically been the actors in GPL enforcement.

The earliest of these efforts began soon after the GPL was written by

%      Tutorial Text for the Detailed Study and Analysis of GPL and LGPL course

% License: CC-By-SA-4.0

% The copyright holders hereby grant the freedom to copy, modify, convey,

% Adapt, and/or redistribute this work under the terms of the Creative

% Commons Attribution Share Alike 4.0 International License.

% This text is distributed in the hope that it will be useful, but

% WITHOUT ANY WARRANTY; without even the implied warranty of

% MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.

% You should have received a copy of the license with this document in

% a file called 'CC-By-SA-4.0.txt'.  If not, please visit

% https://creativecommons.org/licenses/by-sa/4.0/legalcode to receive

% the license text.

\part{Case Studies in GPL Enforcement}

{\parindent 0in

This part is: \\

\begin{tabbing}

Copyright \= \copyright{} 2003, 2004, 2014 \hspace{1mm} \= \hspace{1.mm} \=  \kill

Copyright \> \copyright{} 2014 \>  Bradley M. Kuhn. \\

Copyright \> \copyright{} 2014 \>  Denver Gingerich \\

Copyright \> \copyright{} 2003, 2004, 2014 \> Free Software Foundation, Inc. \\

\end{tabbing}

\vspace{.2in}

\begin{center}

The copyright holders hereby grant the freedom to copy, modify, convey,

Adapt, and/or redistribute this work under the terms of the Creative Commons

Attribution Share Alike 4.0 International License.  A copy of that license is

available at \url{https://creativecommons.org/licenses/by-sa/4.0/legalcode}.

\end{center}

\vfill

CC-By-SA-licensed published works: \\

\begin{itemize}

\item \textit{Enforcement Case Studies}, written by Bradley M. Kuhn and published by the Free

  Software Foundation for its CLE courses  on 2004-01-20, 2004-08-24, and 2014-03-24.

\end{itemize}

However, this work is primarily composed of the many contributions it

receives as a public, collaborative project.  Please

\href{https://gitorious.org/copyleft-org/tutorial/history/master:enforcement-case-studies.tex}{review

  its Git logs} for full documentation of all contributions.

}

% =====================================================================

% START OF SECOND DAY SEMINAR SECTION

% =====================================================================

\chapter*{Preface}

This one-day course presents the details of five different GPL

compliance cases handled by FSF's GPL Compliance Laboratory. Each case

offers unique insights into problems that can arise when the terms of

the GPL are not properly followed, and how diplomatic negotiation between

the violator and the copyright holder can yield positive results for

both parties.

Attendees should have successfully completely the course, a ``Detailed

Study and Analysis of the GPL and LGPL,'' as the material from that

course forms the building blocks for this material.

This course is of most interest to lawyers who have clients or

employers that deal with Free Software on a regular basis. However,

technical managers and executives whose businesses use or distribute

Free Software will also find the course very helpful.

\bigskip

These course materials are merely a summary of the highlights of the

course presented. Please be aware that during the actual GPL course, class

discussion supplements this printed curriculum. Simply reading it is

not equivalent to attending the course.

%FIXME-LATER: write these

%\chapter{Not All GPL Enforcement is Created Equal}

%\section{For-Profit Enforcement}

% The copyright holders hereby grant the freedom to copy, modify, convey,

% Adapt, and/or redistribute this work under the terms of the Creative

% Commons Attribution Share Alike 4.0 International License.

% This text is distributed in the hope that it will be useful, but

% WITHOUT ANY WARRANTY; without even the implied warranty of

% MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.

% You should have received a copy of the license with this document in

% a file called 'CC-By-SA-4.0.txt'.  If not, please visit

% https://creativecommons.org/licenses/by-sa/4.0/legalcode to receive

% the license text.

% FIXME-LATER: I should make a macro like the Texinfo @xref stuff for places

%      where I'm saying ``see section X in this tutorial'', so that the extra

%      verbiage isn't there in the HTML versions that I'll eventually do.

%      Maybe something like that already exists?  In the worst case, I could

%      adapt @xref from texinfo.texi for it.

\newcommand{\defn}[1]{\emph{#1}}

\part{Detailed Analysis of the GNU GPL and Related Licenses}

\label{gpl-lgpl-part}

{\parindent 0in

\tutorialpartsplit{``Detailed Analysis of the GNU GPL and Related Licenses''}{This part} is: \\

\begin{tabbing}

Copyright \= \copyright{} 2003--2007, 2014 \hspace{.1mm} \=  \kill

Copyright \> \copyright{} 2014 \> Bradley M. Kuhn \\

Copyright \> \copyright{} 2014 \>  Anthony K. Sebro, Jr. \\

Copyright \> \copyright{} 2003--2007, 2014 \>  Free Software Foundation, Inc. \\

Copyright \> \copyright{} 2014 \>  Software Freedom Law Center.

\end{tabbing}

\vspace{.2in}

\begin{center}

The copyright holders of \tutorialpartsplit{``Detailed Analysis of the GNU GPL and Related Licenses''}{this part} hereby grant the freedom to copy, modify,

convey, Adapt, and/or redistribute this work under the terms of the Creative

Commons Attribution Share Alike 4.0 International License.  A copy of that

license is available at

\verb=https://creativecommons.org/licenses/by-sa/4.0/legalcode=.

\end{center}

\vfill

CC-By-SA-licensed published works: \\

\begin{itemize}

\item \textit{Detailed Analysis of the GNU GPL and Related Licenses}, written by

Bradley M. Kuhn, Daniel B.~Ravicher, and John Sullivan and published by the Free Software Foundation for its CLE courses on 2004-01-20,

2004-08-24, and 2014-03-24.

\item \hrefnofollow{http://gplv3.fsf.org/gpl-rationale-2006-01-16.html}{\textit{GPLv3 First Discussion Draft Rationale}}, written and published by the Free

  Software Foundation on 2006-01-16.

\item \hrefnofollow{http://gplv3.fsf.org/opinions-draft-2.html}{\textit{GPLv3 Second Discussion Draft Rationale}}, written and published by the Free

  Software Foundation circa 2006-07.

\item \hrefnofollow{http://gplv3.fsf.org/gpl3-dd3-guide}{\textit{GPLv3 Third Discussion Draft Rationale}}, written and published by the Free

  Software Foundation on   2007-03-28.

\item \hrefnofollow{http://gplv3.fsf.org/dd3-faq}{\textit{GPLv3  Discussion Draft 3 FAQ}}, written and published by the Free1 Software Foundation on   2007-03-28.

\item \hrefnofollow{http://gplv3.fsf.org/gpl3-dd4-guide.html}{\textit{GPLv3 Final Discussion Draft Rationale}} written and published by the Free

  Software Foundation onon 2007-05-31.

\item \hrefnofollow{http://www.gnu.org/licences/gpl3-final-rationale.pdf}{\textit{GPLv3 Final Rationale}}, written and published by the Free

  Software Foundation on 2007-06-29.

\end{itemize}

However, this work is primarily composed of the many contributions it

receives as a public, collaborative project.  Please

\href{https://gitorious.org/copyleft-org/tutorial/history/master:gpl-lgpl.tex}{review

  its Git logs} for full documentation of all contributions.

}

\pagebreak

\tutorialpartsplit{This tutorial}{This part of the tutorial} gives a

comprehensive explanation of the most popular Free Software copyright

license, the GNU General Public License (``GNU GPL'', or sometimes just

``GPL'') -- both version 2 (``GPLv2'') and version 3 (``GPLv3'') -- and

teaches lawyers, software developers, managers and business people how to use

the GPL (and GPL'd software) successfully both as a community-building

``Constitution'' for a software project, and to incorporate copylefted

software into a new Free Software business and in existing, successful

enterprises.

To benefit from this part of the tutorial, readers should

have a general familiarity with software development processes.  A basic

understanding of how copyright law applies to software is also helpful.  The

tutorial is of most interest to lawyers, software developers and managers who

run or advise software businesses that modify and/or redistribute software

under the terms of the GNU GPL (or who wish to do so in the future), and those

who wish to make use of existing GPL'd software in their enterprise.

Upon completion of this part of the tutorial, readers can expect

to have learned the following: