Changeset - 163097cd2b29
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Bradley M. Kuhn - 10 years ago 2014-02-16 19:10:19
bkuhn@fsf.org
* Wrote material on GPL Sections 1 and 2 * Spell checked * Flushed out outline a bit
1 file changed with 253 insertions and 12 deletions:
gpl-lgpl.tex
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@@ -203,7 +203,7 @@ restricted.
 
It was once rare that this freedom was restricted by even proprietary
 
software; today it is not so rare.  Most End User Licensing Agreements
 
(EULAs) that cover most proprietary software restrict some types of use.
 
For example, some versions of Microsoft's Frontpage software prohibit use
 
For example, some versions of Microsoft's FrontPage software prohibit use
 
of the software to create websites that generate negative publicity for
 
Microsoft.  Free Software has no such restrictions; everyone is free to
 
use Free Software for any purpose whatsoever.
...
 
@@ -581,7 +581,7 @@ GPL\@.  In this chapter, we consider the core terms: GPL \S\S 0--3.  These
 
are the sections of the GPL that fundamentally define the legal details of
 
how software freedom is respected.
 

	
 
\section{GPL, \S 0: Freedom to Run}
 
\section{GPL \S 0: Freedom to Run}
 

	
 
\S 0, the opening section of GPL, sets forth that the work is governed by
 
copyright law.  It specifically points out that it is the ``copyright
...
 
@@ -594,7 +594,7 @@ system under which it is governed.  Specifically, it states:
 
Activities other than copying, distribution and modification are not
 
covered by this License; they are outside its scope.
 
\end{quote}
 
In essence, the license governs \emph{only} those activites and all other
 
In essence, the license governs \emph{only} those activities and all other
 
activities are unrestricted, provided that no other agreements trump GPL
 
(which they cannot; see Sections~\ref{GPLs6} and~\ref{GPLs7}).  This is
 
very important, because the Free Software community heavily supports
...
 
@@ -615,7 +615,7 @@ novel for the purpose of learning how to be a better programmer.
 

	
 
\medskip
 

	
 
Thus, the GPL protects users fair and uregulated use rights precisely by
 
Thus, the GPL protects users fair and unregulated use rights precisely by
 
not attempting to cover them.  Furthermore, the GPL ensures the freedom
 
to run specifically by stating the following:
 
\begin{quote}
...
 
@@ -625,15 +625,232 @@ Thus, users are explicitly given the freedom to run by \S 0.
 

	
 
\medskip
 

	
 
The bulk of \S 0 not mentioned here gives definitions for other terms used
 
The bulk of \S 0 not yet discussed gives definitions for other terms used
 
throughout.  The only one worth discussing in detail is ``work based on
 
the Program''.  The reason this definition is particular interesting is
 
that 
 
not for the definition itself, which is rather straightforward, but the
 
because it clears up a common misconception about the GPL\@.
 

	
 
The GPL is often mistakenly criticized because it fails to give a
 
definition of ``derivative work''.  In fact, it would be incorrect and
 
problematic if the GPL attempt to define this.  A copyright license, in
 
fact, has no control over what may or may not be a derivative work.  This
 
matter is left up to copyright law, not the licenses that utilize it.
 

	
 
It is certainly true that copyright law as a whole does not propose clear
 
and straightforward guidelines for what is and is not a derivative
 
software work under copyright law.  However, no copyright license --- not
 
even the GNU GPL -- can be blamed for this.  Legislators and court
 
opinions must give us guidance to decide the border cases.
 

	
 
\section{GPL \S 1: Verbatim Copying}
 

	
 
GPL \S 1 covers the matter of redistributing the source code of a program
 
exactly as it was received.  This section is quite straightforward.
 
However, there are a few details worth noting here.
 

	
 
The phrase ``in any medium'' is important.  This, for example, gives the
 
freedom to publish a book that is the printed copy of the program's source
 
code.  It also allows for changes in the medium of distribution.  Some
 
vendors may ship Free Software on a CD, but others may place it right on
 
the hard drive of a pre-installed computer.  Any such redistribution media
 
is allowed.
 

	
 
Preservation of copyright notice and license notifications are mentioned
 
specifically in \S 1.  These are in some ways the most important part of
 
the redistribution, which is why they are mentioned by name.  The GPL
 
always strives to make it abundantly clear to anyone who receives the
 
software what its license is.  The goal is to leave no reason that someone
 
would be surprised that the software she got was licensed under GPL\@.
 
Thus throughout the GPL, there are specific reference to the importance of
 
notifying others down the distribution chain that they have rights under
 
GPL.
 

	
 
Also mentioned by name is the warranty disclaimer.  Most people today do
 
not believe that software comes with any warranty.  Notwithstanding the
 
proposed state-level UCITA bills (which have never obtained widespread
 
adoption), there are little or no implied warranties with software.
 
However, just to be on the safe side, GPL clearly disclaims them, and the
 
GPL requires redistributors to keep the disclaimer very visible.  (See
 
Sections~\ref{GPLs11} and~\ref{GPLs12} of this tutorial for more on GPL's
 
warranty disclaimers.)
 

	
 
Note finally that \S 1 begins to set forth the important defense of
 
commercial freedom.  \S 1 clearly states that in the case of verbatim
 
copies, one may make money.  Redistributors are fully permitted to charge
 
for the redistribution of copies of Free Software.  In addition, they may
 
provide the warranty protection that the GPL disclaims as an additional
 
service for a fee.  (See Section~\ref{Business Models} for more discussion
 
on making profit from Free Software redistribution.)
 

	
 
\section{GPL \S 2: Share and Share Alike}
 

	
 
Many consider \S 2 the heart and soul of the GPL\@.  For many, this is
 
where the ``magic'' happens that defends software freedom along the
 
distribution chain.  I certainly agree that if GPL has a soul, this is
 
where it is.  However, I argue that the heart is in fact contained in \SS
 
4--5 (see Section~\ref{GPLs4} and~\ref{GPLs5} of this tutorial).  But, for
 
the moment, let us consider the soul.
 

	
 
\S 2 gives the only permission in the GPL that governs the modification
 
controls of copyright law.  If someone modifies a GPL'ed program, she is
 
bound in the making those changes by \S 2.  The goal here is to ensure
 
that the body of GPL'ed software, as it continues and develops, remains
 
Free as in freedom.
 

	
 
To achieve that goal, \S 2 first sets forth that the rights of
 
redistribution modified versions are the same as those for verbatim
 
copying, as presented in \S 1.  Therefore, the details of charging,
 
keeping copyright notices in tact, and other \S 1 provisions are in tact
 
here as well.  However, there are three additional requirements.
 

	
 
The first (\S 2(a)) requires that modified files carry ``prominent
 
notices'' explaining what changes were made and the date of such changes.
 
The goal here is not to put forward some specific way of marking changes,
 
or controlling the process of how changes get made.  Primarily, \S 2(a)
 
seeks to ensure that those receiving modified versions what path it took
 
to them.  For some users, it is important to know that they are using the
 
canonical version of program, because while there are many advantages to
 
using a fork, there are a few disadvantages.  Users should be informed the
 
historical context of the software version they use, so that they can make
 
proper support choices.  Finally, \S 2(a) serves an academic purpose ---
 
ensuring that future developers can use a diachronic approach to
 
understand the software.
 

	
 
\medskip
 

	
 
The second requirement (\S 2(b)) contains the four short lines that embody
 
the legal details of ``share and share alike''.  These 46 words are
 
considered by some to be the most worthy of careful scrutiny.  It is worth
 
the effort to carefully understand what each clause is saying, because \S
 
2(b) can be a source of great confusion when not properly understood.
 

	
 
In considering \S 2(b), first note the qualifier: it only applies to
 
derivative works that ``you distribute or publish''.  Despite years of
 
education efforts by FSF on this matter, many still believe that modifiers
 
of GPL'ed software are required by the license to publish or otherwise
 
share their changes.  On the contrary, \S 2(b) {\bf does not apply if} the
 
changes are never distributed.  Indeed, the freedom to make private,
 
personal changes to software that are not shared should be protected and
 
defended\footnote{FSF does maintain that there is an {\bf ethical}
 
  obligation to redistributor changes that are generally useful, and often
 
  encourages companies and individuals to do so.  However, there is a
 
  clear distinction between what one {\bf ought} to do and what one {\bf
 
    must} do.}.
 

	
 
Next, we again encounter the same matter that appears in \S 0, in the
 
following text:
 
\begin{quote}
 
... that in whole or part contains or is derived from the Program or any
 
  part thereof,
 
\end{quote}
 
Again, the GPL relies here on what the copyright law says is a derivative
 
work.  If, under copyright law, the modified version ``contains or is
 
derived from'' the GPL'ed software, then the requirements of \S 2(b)
 
apply.  The GPL invokes its control as a copyright license over the
 
modification of the work in combination with its control over distribution
 
of the work.
 

	
 
The final clause of \S 2(b) describes what the licensee must do if she is
 
distributing or publishing a work that is deemed a derivative work under
 
copyright law --- namely, the following:
 
\begin{quote}
 
[The work must] be licensed as a whole at no charge to all third parties
 
under the terms of this License.
 
\end{quote}
 
That is probably the most tightly-packed phrase in all of the GPL\@.
 
Consider each subpart carefully.
 

	
 
The work ``as a whole'' is what is to be licensed.  This is an important
 
point that \S 2 spends an entire paragraph explaining; thus this phrase is
 
worthy of a lengthy discussion here.  As a programmer modifies a software
 
program, she generates new copyrighted material --- fixing ideas in the
 
tangible medium of electronic file storage.  That programmer is indeed the
 
copyright holder of those new changes.  However, those changes are part
 
and parcel to the original worked distributed to the programmer under
 
GPL\@.  Thus, the license of the original work affects the license of the
 
new whole derivative work.
 

	
 
% {\cal I}
 
\newcommand{\gplusi}{$\mathcal{G\!\!+\!\!I}$}
 
\newcommand{\worki}{$\mathcal{I}$}
 
\newcommand{\workg}{$\mathcal{G}$}
 

	
 
It is certainly possible to take an existing independent work (called
 
\worki{}) and combine it with a GPL'ed program (called \workg{}).  The
 
license of \worki{}, when it is distributed as a separate and independent
 
work, remains the prerogative of the copyright holder of .  However, when
 
\worki{} is combined with \workg{}, it produces a new work that is the
 
combination of the two (called \gplusi{}).  The copyright of this
 
derivative work, \gplusi{}, is jointly held by the original copyright
 
holder of each of the two works.
 

	
 
In this case, \S 2 lays out the terms by which \gplusi{} may be
 
distributed and copied.  By default, under copyright law, the copyright
 
holder of \worki{} would not have been permitted to distribute \gplusi{};
 
copyright law forbids it without the expressed permission of the copyright
 
holder of \workg{}.  (Imagine, for a moment, if \workg{} were a Microsoft
 
product --- would they give you permission to create and distribute
 
\gplusi{} without paying them a hefty sum?)  The license of \workg{}, the
 
GPL, sets forth ahead of time options for the copyright holder of \worki{}
 
who may want to create and distribute \gplusi{}.  This pre-granted
 
permission to create and distribute derivative works, provided the terms
 
of GPL are uphold, goes far above and beyond the permissions that one
 
would get with a typical work not covered by a copyleft license.  Thus, to
 
say that this restriction is any way unreasonable is simply ludicrous.
 

	
 
\medskip
 

	
 
The next phrase of note in \S 2(b) is ``licensed ... at no charge''.  This
 
is a source of great confusion to many.  Not a month goes by that FSF does
 
not receive an email that claims to point out ``a contradiction in GPL''
 
because \S 2 says that redistributors cannot charge for modified versions
 
of GPL'ed software, but \S 1 says that they can.  The ``at no charge''
 
means not that redistributors cannot charge for performing the acts
 
governed by copyright law\footnote{Recall that you could by default charge
 
  for any acts not governed by copyright law, because the license controls
 
  are confined by copyright.}, but rather that they cannot charge a fee
 
for the \emph{license itself}.  In other words, redistributors of
 
(modified and unmodified) GPL'ed works may charge any amount they choose
 
for performing the modifications on contract or the act of transferring
 
the copy to the customer, but they may not charge a separate licensing fee
 
for the software.
 

	
 
\S 2(b) further states that the software must ``be licensed ... to all
 
third parties''.  This too has led to some confusions, and feeds the
 
misconception mentioned earlier --- that all modified versions must made
 
available to the public at large.  However, the text here does not say
 
that.  Instead, it says that the licensing under terms of the GPL must
 
extend to anyone who might, through the typical distribution chain,
 
receive a copy of the software.  Distribution to all third parties is not
 
mandated here, but \S 2(b) does require redistributors to license the
 
derivative works in a way that is extends FIXME to all third parties who may
 
ultimately receive a copy of the software.
 

	
 
In summary, \S 2(b) says what terms under which the third parties must
 
receive this no-charge license.  Namely, they receive it ``under the terms
 
of this License'', the GPL.  When an entity \emph{chooses} to redistribute
 
a derivative work of GPL'ed software, the license of that whole derivative
 
work must be GPL and only GPL\@.  In this manner, \S 2(b) dovetails nicely
 
with \S 6 (as discussed in Section\~ref{GPLs6} of this tutorial).
 

	
 
\section{GPL, \S 1}
 
\medskip
 

	
 
\section{GPL, \S 2}
 
The final paragraph of \S 2 is worth special mention.  It is possible and
 
quite common to aggregate various software programs together on one
 
distribution medium.  Computer manufacturers do this when they ship a
 
pre-installed hard drive, and GNU/Linux distribution vendors do this to
 
give a one-stop CD or URL for a complete operating system with necessary
 
applications.  The GPL very clearly permits such ``mere aggregation'' with
 
programs under any license.  Despite what you hear from its critics, the
 
GPL is nothing like a virus, not only because the GPL is good for you and
 
a virus is bad for you, but also because simple contact with a GPL'ed
 
code-base does not impact the license of other programs.  Actual effort
 
must be expended by a programmer to cause a work to fall under the terms
 
of the GPL.  Redistributors are always welcome to simply ship GPL'ed
 
software alongside proprietary software or other unrelated Free Software,
 
as long as the terms of GPL are adhered to for those packages that are
 
truly GPL'ed.
 

	
 
\section{GPL, \S 3}
 

	
...
 
@@ -641,6 +858,7 @@ that
 
\chapter{Defending Freedom On Many Fronts}
 

	
 
\section{GPL, Section 4}
 
\label{GPLs4}
 

	
 
\section{GPL, Section 5}
 
\label{GPLs5}
...
 
@@ -654,9 +872,21 @@ that
 
%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
 
\chapter{Odds, Ends, and Absolutely No Warranty}
 

	
 
\section{GPL, \S 8}
 
\label{GPLs8}
 

	
 
\section{GPL, \S 9}
 
\label{GPLs9}
 

	
 
\section{GPL, \S 10}
 
\label{GPLs10}
 

	
 
\section{GPL, \S 11}
 
\label{GPLs11}
 

	
 
There was a case where the disclaimer of a contract was negated because it
 
was not "conspicuous" to the person entering into the contract.  Therefore,
 
to make such language "conspicuous" people started bolding it.  My question
 
to make such language "conspicuous" people started placing it in bold or caps it.  My question
 
has always been, does that mean all the other parts of the document aren't
 
important such that they too need to be "conspicuous."
 

	
...
 
@@ -667,8 +897,18 @@ limitation of liability.  The former gets rid of everything that can be
 
gotten rid of, while the latter limits the liability of the actor for any
 
warranties that cannot be disclaimed (such as personal injury, etc.).
 

	
 
\section{GPL, \S 12}
 
\label{GPLs12}
 

	
 
%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
 
\chapter{Business Models, Internal Use, and Compliance}
 
\chapter{Integrating the GPL into Business Practices}
 

	
 
\section{Using Free Software In-House}
 

	
 
\section{Business Models}
 
\label{Business Models}
 

	
 
\section{Ongoing Compliance}
 

	
 
\appendix
 

	
...
 
@@ -1091,5 +1331,6 @@ General Public License instead of this License.
 

	
 
\end{document}
 

	
 
% LocalWords:  proprietarize redistributors sublicense yyyy Gnomovision
 
% LocalWords:  Yoyodyne
 
% LocalWords:  proprietarize redistributors sublicense yyyy Gnomovision EULAs
 
% LocalWords:  Yoyodyne FrontPage improvers Berne copyrightable Stallman's GPLs
 
% LocalWords:  Lessig Lessig's UCITA pre
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