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Bradley M. Kuhn - 10 years ago 2014-02-16 19:16:38
bkuhn@fsf.org
* Made changes based on feedback from novalis

(section{GPL \S 8: Excluding Unfreedonia}): Wrote section.
Made changes based on novalis' feedback.
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...
 
@@ -219,14 +219,15 @@ and the ability to build the binary applications from that source, the
 
freedom cannot be properly exercised.
 

	
 
Programmers can take direct benefit from this freedom, and often do.
 
However, this freedom is essential to users who are not programmers.
 
Users must have the right to engage in a non-commercial environment of
 
finding help with the software (as often happens on email lists and in
 
users groups).  This means they must have the freedom to recruit
 
However, this freedom is also important to users who are not programmers.
 
Users must have the right to exercise this freedom indirectly in both
 
commercial and non-commercial settings.  For example, users often seek
 
non-commercial help with the software on email lists and in users groups.
 
When they find such help, they must have the freedom to recruit
 
programmers who might altruistically assist them to modify their software.
 

	
 
The commercial exercise of this freedom is also essential.  Each user, or
 
group of users, must have the right to hire anyone they wish in a
 
The commercial exercise of this freedom is also essential for users.  Each
 
user, or group of users, must have the right to hire anyone they wish in a
 
competitive free market to modify and change the software.  This means
 
that companies have a right to hire anyone they wish to modify their Free
 
Software.  Additionally, such companies may contract with other companies
...
 
@@ -259,6 +260,10 @@ distribution.  For example, a distribution vendor may provide immediate
 
security and upgrade distribution via a special network service.  Such
 
distribution is completely permitted for Free Software.
 

	
 
(Section~\ref{Business Models} of this tutorial talks in detail about
 
various 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
...
 
@@ -282,19 +287,19 @@ right to modify and improve the software for the customer to correct any
 
problems that are beyond mere user error.
 

	
 
Entities must also be permitted to make available modified versions of
 
Free Software.  Most Free Software programs have a so-called ``canonical
 
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 non-trivial modified versions of the software
 
on a permanent or semi-permanent basis.  Such freedom is central to
 
vibrant developer and user interaction.
 
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 non-trivial 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
 
canonical version refuse to serve the needs of some of the software's
 
standard version refuse to serve the needs of some of the software's
 
users, other entities have the right to create long- or short-lived fork
 
that serves that sub-community.
 

	
...
 
@@ -308,32 +313,34 @@ addresses how software can be non-free in the first place.
 
Software can be made proprietary only because it is governed by copyright
 
law\footnote{This statement is a bit of 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.
 
  However, the primary control mechanism for software is copyright.}.
 
Copyright law, with respect to software governs copying, modifying, and
 
redistributing that software\footnote{Copyright law in general also
 
  governs ``public performance'' of copyrighted works.  There is no
 
  generally agreed definition for public performance of software and
 
  version 2 of the GPL does not govern public performance.}.  By law, the
 
copyright holder (aka 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.
 
  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.}.  Copyright law, with respect to
 
software governs copying, modifying, and redistributing that
 
software\footnote{Copyright law in general also governs ``public
 
  performance'' of copyrighted works.  There is no generally agreed
 
  definition for public performance of software and version 2 of the GPL
 
  does not govern public performance.}.  By law, the copyright holder (aka
 
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 law is a construction.  In the USA, the Constitution permits,
 
but does not require, the creation of copyright law as federal
 
legislation.  Software, since it is tangible expression of an idea, is
 
legislation.  Software, since it is an idea fixed in a tangible medium, is
 
thus covered by the statues, and is copyrighted by default.
 

	
 
However, software, in its natural state without copyright, is Free
 
Software.  In an imaginary world, which has 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{There could still exist legal systems, like our
 
  modern patent system, which could restrict the software in other ways.}.
 
However, this legal construction is not necessarily natural.  Software, in
 
its natural state without copyright, is Free Software.  In an imaginary
 
world, which has 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{There could still exist legal systems, like our modern
 
  patent system, which could restrict the software in other ways.}.
 

	
 
Software in the real world is copyrighted by default, and that default
 
legal system does exist.  However, it is possible to move software out of
...
 
@@ -347,7 +354,7 @@ copyright is in the ``public domain''.
 
An author can create public domain software by disclaiming all copyright
 
interest on the work.  In the USA and other countries that have signed the
 
Berne convention on copyright, software is copyrighted automatically by
 
the author when (s)he ``fixes the software into a tangible medium''.  In
 
the author when she ``fixes the software into a tangible medium''.  In
 
the software world, this usually means typing the source code of the
 
software into a file.
 

	
...
 
@@ -366,7 +373,6 @@ expressed permission to take actions governed by copyright law.
 

	
 
By contrast, what the copyright holder has done is renounce her copyright
 
controls on the work.  The law gave her controls over the work, and she
 
%should the ``she'' be a ``(s)he'' ?
 
has chosen to waive those controls.  Software in the public domain is
 
absent copyright and absent a license.  The software freedoms discussed in
 
Section~\ref{Free Software Definition} are all granted because there is no
...
 
@@ -383,7 +389,7 @@ copyrighted.  In most cases (particularly in that of FSF and the GNU
 
Project), this was done due to very careful planning.
 

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

	
...
 
@@ -393,9 +399,9 @@ 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, since 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.
 
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,
...
 
@@ -473,7 +479,7 @@ The non-commercial users, however, were not concerned when these two
 
fellows began collecting paychecks off of their GPL'ed work.  They knew
 
that because of the nature of the GPL that improvements that were
 
distributed in the commercial environment could easily be folded back into
 
the canonical version.  Companies are not permitted to proprietarize
 
the standard version.  Companies are not permitted to proprietarize
 
Samba, so the non-commercial users, and even other commercial users are
 
safe in the knowledge that the software freedom ensured by GPL will remain
 
protected.
...
 
@@ -482,7 +488,7 @@ Commercial developers also work in concert with non-commercial developers.
 
Those two now-long-since graduated students continue to contribute to
 
Samba altruistically, but also get work doing it.  Priorities change when a
 
client is in the mix, but all the code is contributed back to the
 
canonical version.  Meanwhile, many other individuals have gotten involved
 
standard version.  Meanwhile, many other individuals have gotten involved
 
non-commercially as developers, because they want to ``cut their teeth on
 
Free Software'' or because the problems interest them.  When they get good
 
at it, perhaps they will move on to another project or perhaps they will
...
 
@@ -566,9 +572,9 @@ remain free in just this sense.\footnote{This quotation is Copyright
 
\end{quotation}
 

	
 
In essence, lawyers are paid to service the shared commons of legal
 
infrastructure.  Few defend themselves in court or write their own briefs
 
(even though they are legally permitted to do so) because everyone would
 
prefer to have an expert do that job.
 
infrastructure.  Few citizens defend themselves in court or write their
 
own briefs (even though they are legally permitted to do so) because
 
everyone would prefer to have an expert do that job.
 

	
 
The Free Software economy is a market that is ripe for experts.  It
 
functions similarly to other well established professional fields like the
...
 
@@ -663,9 +669,10 @@ 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
 
software what its license is.  The goal is to make sure users know their
 
rights and freedoms under GPL and 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.
 

	
...
 
@@ -688,36 +695,30 @@ on making a 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 the 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.
 
For many, this is where the ``magic'' happens that defends software
 
freedom along the distribution chain.  \S 2 is the only place 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
 
keeping copyright notices intact, 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
 
seeks to ensure that those receiving modified versions know what path it
 
took to them.  For some users, it is important to know that they are using
 
the standard 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
...
 
@@ -734,12 +735,12 @@ 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 redistribute 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.}.
 
personal, unshared changes to software for personal use only should be
 
protected and defended\footnote{FSF does maintain that there is an {\bf
 
    ethical} obligation to redistribute 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:
...
 
@@ -767,12 +768,12 @@ 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.
 
program, she generates new copyrighted material --- fixing expressions of
 
ideas into 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}{$\mathcal{G\!\!+\!\!I}$}
...
 
@@ -782,10 +783,10 @@ new whole derivative work.
 
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
 
work, remains the prerogative of the copyright holder of \worki{}.
 
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
...
 
@@ -798,7 +799,7 @@ product --- would they give you permission to create and distribute
 
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
 
of GPL are upheld, 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.
 

	
...
 
@@ -824,11 +825,11 @@ 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.
 
extend to anyone who might, through the 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 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
...
 
@@ -1211,9 +1212,23 @@ Thus, \S 7 is 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{GPL \S 8: Finding Freedonia}
 
\section{GPL \S 8: Excluding Unfreedonia}
 
\label{GPLs8}
 

	
 
\S 8 is rarely used by copyright holders.  Its intention is that, if
 
particular country, say Unfreedonia, grant particular patents or allow
 
copyrighted interfaces (no country to our knowledge even permits those
 
yet), that the GPL'ed software can continue in free and unabated
 
distribution in the countries where such controls do not exist.
 

	
 
It is a partial ``out'' from \S 7.  Without \S 8, if a copyright holder
 
knew of a patent in a particular country licensed in a GPL-incompatible
 
way, then she could not distribute under GPL, because the work would
 
legitimately end up in the hands of citizens of Unfreedonia.
 

	
 
It is an inevitable but sad reality that some countries are freer than
 
others.  \S 8 exists to permit distribution on those countries that are
 
free without otherwise negating parts of the license.
 

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