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Bradley Kuhn (bkuhn) - 10 years ago 2014-03-20 12:09:29
bkuhn@ebb.org
Integrate text regarding GPLv2ยง8 learned during GPLv3 into this section.

I had to substantially rewrite the text pasted from the rationale document
here to fit the text into the GPLv2-specific discussion that intended for
this section of the tutorial.
1 file changed with 13 insertions and 15 deletions:
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gpl-lgpl.tex
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@@ -2004,207 +2004,205 @@ formal agreement between the licensee and the software distributor to be
 
valid. This has led to mechanisms like ``shrink-wrap'' and ``click-wrap''
 
as mechanisms to perform acceptance ceremonies with EULAs.
 

	
 
The GPL does not need contract law to ``transfer rights.''  Usually, no rights
 
are transfered between parties.  By contrast, the GPL is primarily a permission
 
slip to undertake activities that would otherwise have been prohibited
 
by copyright law.  As such, GPL needs no acceptance ceremony; the
 
licensee is not even required to accept the license.
 

	
 
However, without the GPL, the activities of copying, modifying and
 
distributing the software would have otherwise been prohibited.  So, the
 
GPL says that you only accepted the license by undertaking activities that
 
you would have otherwise been prohibited without your license under GPL\@.
 
This is a certainly subtle point, and requires a mindset quite different
 
from the contractual approach taken by EULA authors.
 

	
 
An interesting side benefit to GPLv2~\S5 is that the bulk of users of Free
 
Software are not required to accept the license.  Undertaking fair and
 
unregulated use of the work, for example, does not bind you to the GPL,
 
since you are not engaging in activity that is otherwise controlled by
 
copyright law.  Only when you engage in those activities that might have an
 
impact on the freedom of others does license acceptance occur, and the
 
terms begin to bind you to fair and equitable sharing of the software.  In
 
other words, the GPL only kicks in when it needs to for the sake of
 
freedom.
 

	
 
While GPL is by default a copyright license, it is certainly still possible
 
to consider GPL as a contract as well.  For example, some distributors chose
 
to ``wrap'' their software in an acceptance ceremony to GPL, and nothing in
 
GPL prohibits that use.  Furthermore, the ruling in \textit{Jacobsen
 
  v. Katzer, 535 F.3d 1373, 1380 (Fed.Cir.2008)} indicates that \textbf{both}
 
copyright and contractual remedies may be sought by a copyright holder
 
seeking to enforce a license designed to uphold software freedom.
 

	
 
\section{Using GPL Both as a Contract and Copyright License}
 

	
 
\section{GPLv2~\S6: GPL, My One and Only}
 
\label{GPLv2s6}
 

	
 
A point that was glossed over in Section~\ref{GPLv2s4}'s discussion of GPLv2~\S4
 
was the irrevocable nature of the GPL\@. The GPLv2 is indeed irrevocable,
 
and it is made so formally by GPLv2~\S6.
 

	
 
The first sentence in GPLv2~\S6 ensures that as software propagates down the
 
distribution chain, that each licensor can pass along the license to each
 
new licensee.  Under GPLv2~\S6, the act of distributing automatically grants a
 
license from the original licensor to the next recipient.  This creates a
 
chain of grants that ensure that everyone in the distribution has rights
 
under the GPLv2\@.  In a mathematical sense, this bounds the bottom ---
 
making sure that future licensees get no fewer rights than the licensee before.
 

	
 
The second sentence of GPLv2~\S6 does the opposite; it bounds from the top.  It
 
prohibits any licensor along the distribution chain from placing
 
additional restrictions on the user.  In other words, no additional
 
requirements may trump the rights and freedoms given by GPLv2\@.
 

	
 
The final sentence of GPLv2~\S6 makes it abundantly clear that no individual
 
entity in the distribution chain is responsible for the compliance of any
 
other.  This is particularly important for noncommercial users who have
 
passed along a source offer under GPLv2~\S3(c), as they cannot be assured that
 
the issuer of the offer will honor their GPLv2~\S3 obligations.
 

	
 
In short, GPLv2~\S6 says that your license for the software is your one and
 
only copyright license allowing you to copy, modify and distribute the
 
software.
 

	
 
\section{GPLv2~\S7: ``Give Software Liberty or Give It Death!''}
 
\label{GPLv2s7}
 

	
 
In essence, GPLv2~\S7 is a verbosely worded way of saying for non-copyright
 
systems what GPLv2~\S6 says for copyright.  If there exists any reason that a
 
distributor knows of that would prohibit later licensees from exercising
 
their full rights under GPL, then distribution is prohibited.
 

	
 
Originally, this was designed as the title of this section suggests --- as
 
a last ditch effort to make sure that freedom was upheld.  However, in
 
modern times, it has come to give much more.  Now that the body of GPL'd
 
software is so large, patent holders who would want to be distributors of
 
GPL'd software have a tough choice.  They must choose between avoiding
 
distribution of GPL'd software that exercises the teachings of their
 
patents, or grant a royalty-free, irrevocable, non-exclusive license to
 
those patents.  Many companies have chosen the latter.
 

	
 
Thus, GPLv2~\S7 rarely gives software death by stopping its distribution.
 
Instead, it is inspiring patent holders to share their patents in the same
 
freedom-defending way that they share their copyrighted works.
 

	
 
\section{GPLv2~\S8: Excluding Problematic Jurisdictions}
 
\label{GPLv2s8}
 

	
 
GPLv2~\S8 is rarely used by copyright holders.  Its intention is that if a
 
particular country, say Unfreedonia, grants particular patents or allows
 
copyrighted interfaces (no country to our knowledge even permits those
 
yet), that the GPLv2'd software can continue in free and unabated
 
distribution in the countries where such controls do not exist.
 

	
 
As far as is currently known, GPLv2~\S8 has never been formally used by any
 
copyright holders.  Some have used GPLv2~\S8 to explain various odd special
 
topics of distribution, but generally speaking, this section is not
 
particularly useful and was actually removed in GPLv3.
 

	
 
% FIXME: integrate this into this section.
 

	
 
To our knowledge, no one has invoked this section to add an explicit
 
geographical distribution limitation since GPLv2 was released in 1991. We
 
have concluded that this provision is not needed and is not expected to be
 
needed in the future, and that it therefore should be removed.
 

	
 
Although a principal reason for removing the provision is the fact that it
 
has rarely been used, we have also encountered one current example of its use
 
that we find troubling.
 
As far as is currently known, GPLv2~\S8 has very rarely been formally used by
 
copyright holders.  Admittedly, some have used GPLv2~\S8 to explain various
 
odd special topics of distribution (usually related in some way to
 
GPLv2~\S7).  However, generally speaking, this section is not proven
 
particularly useful in the more than two decades of GPLv2 history.
 

	
 
Meanwhile, despite many calls by the FSF (and others) for those licensors who
 
explicitly use this section to come forward and explain their reasoning, no
 
one ever did.  Furthermore, research conducted during the GPLv3 drafting
 
process found exactly one licensor who had invoked this section to add an
 
explicit geographical distribution limitation, and the reasoning for that one
 
invocation was not fitting with FSF's intended spirit of GPLv2~\S8.  As such,
 
GPLv2~\S8 was not included at all in GPLv3.
 

	
 
%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
 
\chapter{Odds, Ends, and Absolutely No Warranty}
 

	
 
GPLv2~\S\S0--7 constitute the freedom-defending terms of the GPLv2.  The remainder
 
of the GPLv2 handles administrivia and issues concerning warranties and
 
liability.
 

	
 
\section{GPLv2~\S9: FSF as Stewards of GPL}
 
\label{GPLv2s9}
 

	
 
FSF reserves the exclusive right to publish future versions of the GPL\@;
 
GPLv2~\S9 expresses this.  While the stewardship of the copyrights on the body
 
of GPL'd software around the world is shared among thousands of
 
individuals and organizations, the license itself needs a single steward.
 
Forking of the code is often regrettable but basically innocuous.  Forking
 
of licensing is disastrous.
 

	
 
(Chapter~\ref{tale-of-two-copylefts} discusses more about the various
 
versions of GPL.)
 

	
 
\section{GPLv2~\S10: Relicensing Permitted}
 
\label{GPLv2s10}
 

	
 
GPLv2~\S10 reminds the licensee of what is already implied by the nature of
 
copyright law.  Namely, the copyright holder of a particular software
 
program has the prerogative to grant alternative agreements under separate
 
copyright licenses.
 

	
 
\section{GPLv2~\S11: No Warranty}
 
\label{GPLv2s11}
 

	
 
Most warranty disclaimer language shout at you.  The
 
\href{http://www.law.cornell.edu/ucc/2/2-316}{Uniform Commercial
 
  Code~\S2-316} requires that disclaimers of warranty be ``conspicuous''.
 
There is apparently general acceptance that \textsc{all caps} is the
 
preferred way to make something conspicuous, and that has over decades worked
 
its way into the voodoo tradition of warranty disclaimer writing.
 

	
 
% FIXME: Admittedly, goes here ?
 

	
 
There is authority under United States law suggesting that effective warranty
 
disclaimers must be ``conspicuous,'' and that conspicuousness can be
 
established by capitalization and is absent when a disclaimer has the same
 
typeface as the terms surrounding it (see \textit{Stevenson v.~TRW, Inc.},
 
987 F.2d 288, 296 (5th Cir.~1993)).  We have reason to doubt that such
 
authority would apply to copyright licenses like the GPL.
 

	
 
Some have argued the GPL is unenforceable in some jurisdictions because
 
its disclaimer of warranties is impermissibly broad.  However, GPLv2~\S11
 
contains a jurisdictional savings provision, which states that it is to be
 
interpreted only as broadly as allowed by applicable law.  Such a
 
provision ensures that both it, and the entire GPL, is enforceable in any
 
jurisdiction, regardless of any particular law regarding the
 
permissibility of certain warranty disclaimers.
 

	
 
Finally, one important point to remember when reading GPLv2~\S11 is that GPLv2~\S1
 
permits the sale of warranty as an additional service, which GPLv2~\S11 affirms.
 

	
 
\section{GPLv2~\S12: Limitation of Liability}
 
\label{GPLv2s12}
 

	
 
There are many types of warranties, and in some jurisdictions some of them
 
cannot be disclaimed.  Therefore, usually agreements will have both a
 
warranty disclaimer and a limitation of liability, as we have in GPLv2~\S12.
 
GPLv2~\S11 thus gets rid of all implied warranties that can legally be
 
disavowed. GPLv2~\S12, in turn, limits the liability of the actor for any
 
warranties that cannot legally be disclaimed in a particular jurisdiction.
 

	
 
Again, some have argued the GPL is unenforceable in some jurisdictions
 
because its limitation of liability is impermissibly broad. However, \S
 
12, just like its sister, GPLv2~\S11, contains a jurisdictional savings
 
provision, which states that it is to be interpreted only as broadly as
 
allowed by applicable law.  As stated above, such a provision ensures that
 
both GPLv2~\S12, and the entire GPL, is enforceable in any jurisdiction,
 
regardless of any particular law regarding the permissibility of limiting
 
liability.
 

	
 
So end the terms and conditions of the GNU General Public License.
 

	
 
%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
 
\chapter{GPLv3}
 
\label{GPLv3}
 

	
 
This chapter discussed the text of GPLv3.  Much of this material herein
 
includes text that was adapted (with permission) from text that FSF
 
originally published as part of the so-called ``rationale documents'' for the
 
various discussion drafts of GPLv3.
 

	
 
The FSF ran a somewhat public process to develop GPLv3, and it was the first
 
attempt of its kind to develop a Free Software license this way.  Ultimately,
 
RMS was the primary author of GPLv3, but he listened to feedback from all
 
sorts of individuals and even for-profit companies.  Nevertheless, in
 
attempting to understand GPLv3 after the fact, the materials available from
 
the GPLv3 process have a somewhat ``drinking from the firehose'' effect.
 
This chapter seeks to explain GPLv3 to newcomers, who perhaps are familiar
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