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The State of Open Source Licensing
      and Ways to Improve It

             Martin Michlmayr
             Hewlett-Packard
              tbm@hp.com




         Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
Agenda



    Why licensing matters
    Open source licensing
         Contributor agreements
         Copyright assignment
    Tools for the detection of licenses: FOSSology
    Standard for exchange of license information: Software
    Package Data Exchange (SPDX)

    Not covered: licenses; legal advice




                    Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
Target audience


     Companies using open source, especially those that also
     distribute it
         Must understand the importance of honouring licenses
         Identify licenses and follow them
         Work with projects to ensure their intentions are followed
     Open source projects
         Ensure that licensing is done right
         Work with companies that use and distribute their software
     Researchers
         Can shed light on best practices
         Can help improve state of licensing




                     Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
Why is licensing an important topic?




     Increasing adoption and penetration of open source
     Companies are getting sued, leading to more awareness:
         SCO: question of code ownership
         BusyBox, gpl-violations.org: complying with FOSS licenses




                     Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
Problems with FOSS licensing




     Misunderstanding of FOSS licenses: you have obligations
     FOSS licenses and licensing can be complex and
     complicated
     Keeping track of what FOSS is being used
     Keeping track of FOSS licenses used by an application
     and how they interact




                    Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
Your obligations: copyleft




      GPL: requires source code to be offered to those who
      receive binaries
      AGPL: additionally requires that the complete source code
      be made available to any network user




                     Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
Your obligations: permissive



     MIT: The above copyright notice and this
     permission notice shall be included in all
     copies or substantial portions of the
     Software.
     BSD (3 clause): Redistributions in binary form
     must reproduce the above copyright notice,
     this list of conditions and the following
     disclaimer in the documentation and/or
     other materials provided with the
     distribution.




                  Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
Who gets sued?




     Whoever distributes the software without compliance
     No excuses: ‘software from ODM in Taiwan’
     Indemnification may help
     But reputation is destroyed quickly




                     Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
Contributor Agreements




     Make legal questions around contributions explicit
     Often requires copyright assignment or grants




                     Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
Fedora Project Contributor Agreement (FPCA)




     Defines default licenses that are used unless explicit
     license is given
     Current defaults:
         Code: MIT
         Content: Creative Commons Attribution ShareAlike 3.0
         Unported
     Does not assign copyright to Fedora or Red Hat




                     Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
Debian




    Every Debian developer has to agree to the DFSG and
    Social Contract
    DFSG: Debian Free Software Guidelines
    Social Contract: Debian will remain 100% free (according
    to DFSG)
    debian/copyright: describes upstream
    copyright/license and that of packaging




                   Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
Linux kernel


  Developer’s Certificate of Origin
      The contribution was created by me and I the have right to
      submit under indicated open source license
      The contribution is based on previous work that is also
      under indicated license
      The contribution was provided directly to me by someone
      who certified it and I didn’t modify it
      I understand that the contribution and project are public
      and recorded
  Signed-off-by:   Martin Michlmayr <tbm@cyrius.com>




                       Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
Copyright assignments



  Why?
     Preserves the ability to relicense code
     Ensures sufficient rights to enforce licences in court
     Avoids and prevents later competing copyright claims
  Why not?
     Gives copyright holder a lot of power
     Makes it harder to contribute




                     Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
Tools for compliance work




     Binary Analysis Tool
     FOSSology
     Open Source License Checker
     Proprietary tools from Black Duck, Palamida, etc




                    Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
FOSSology




    FOSSology is a framework to study the source code of
    FOSS applications in a number of ways
    Main functionality: detection of licenses in open source
    applications
    Originally developed by HP, it is an open project with an
    open source license




                    Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
FOSSology




    You load code into the repository
    You analyse it and put the results into a database
    You view the results




                    Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
FOSSology demo




                 Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
FOSSology demo




                 Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
FOSSology demo




                 Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
FOSSology demo




                 Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
FOSSology demo




                 Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
FOSSology demo




                 Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
FOSSology demo




                 Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
FOSSology demo




                 Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
FOSSology demo




                 Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
FOSSology demo




                 Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
FOSSology demo




                 Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
FOSSology demo




                 Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
FOSSology demo




                 Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
FOSSology demo




                 Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
FOSSology demo




                 Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
FOSSology demo




                 Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
FOSSology demo




                 Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
FOSSology demo




                 Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
FOSSology: the new release




     Buckets
     New license algorithm
     Copyright agent




                       Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
FOSSology demo




                 Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
FOSSology demo




                 Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
FOSSology demo




                 Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
Scope of the problem

     Prior to distributing a collection of software, each package
     needs to be reviewed to ensure compliance with all the
     licenses.
     Supply chain for products now requires software copyright
     and licensing information for lawsuit avoidance and risk
     mitigation.
     A package’s declared license may not always match the
     licenses of individual files inside the package itself.
     A package may consist of thousands of files with different
     licenses in the files
     Need a standard way of referring to the legal compliance
     ‘bill-of-materials’ of a software package and be able
     exchange information with others.


                     Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
Solution: SPDX



     Define a file format for license information to accompany
     open source packages
         Focus: Just the facts – no interpretations
     Benefits
         Provides a unified method for exchanging license
         information
         Avoids due diligence redundancy where the same source
         code package is analyzed multiple times by different
         receivers




                     Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
Structure of standard




     Identification: meta data to associate analysis results with
     a specific package
     Overview: Facts that are properties for entire package (e.g.
     package name, declared license)
     File Specific: Facts that are specific to each file included in
     a package (e.g. filename, copyright)




                     Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It
Resources

    Organizations
        FSF Free Software Licensing and Compliance Lab
        FSFE Freedom Task Force (FTF)
        gpl-violations.org
        Open Source Initiative (OSI)
        Software Freedom Law Center
    Communities
        FOSSBazaar
        FSFE Legal Network
    News and journals
        Groklaw
        International Free and Open Source Software Law Review
    Conferences
        FSFE ELN (European Legal Network)
        EOLE - European Open Source Law Event
    Software

                    Martin Michlmayr   The State of Open Source Licensing and Ways to Improve It

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Spdx - fossbazaar - licensing - fossa2010

  • 1. The State of Open Source Licensing and Ways to Improve It Martin Michlmayr Hewlett-Packard tbm@hp.com Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 2. Agenda Why licensing matters Open source licensing Contributor agreements Copyright assignment Tools for the detection of licenses: FOSSology Standard for exchange of license information: Software Package Data Exchange (SPDX) Not covered: licenses; legal advice Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 3. Target audience Companies using open source, especially those that also distribute it Must understand the importance of honouring licenses Identify licenses and follow them Work with projects to ensure their intentions are followed Open source projects Ensure that licensing is done right Work with companies that use and distribute their software Researchers Can shed light on best practices Can help improve state of licensing Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 4. Why is licensing an important topic? Increasing adoption and penetration of open source Companies are getting sued, leading to more awareness: SCO: question of code ownership BusyBox, gpl-violations.org: complying with FOSS licenses Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 5. Problems with FOSS licensing Misunderstanding of FOSS licenses: you have obligations FOSS licenses and licensing can be complex and complicated Keeping track of what FOSS is being used Keeping track of FOSS licenses used by an application and how they interact Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 6. Your obligations: copyleft GPL: requires source code to be offered to those who receive binaries AGPL: additionally requires that the complete source code be made available to any network user Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 7. Your obligations: permissive MIT: The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. BSD (3 clause): Redistributions in binary form must reproduce the above copyright notice, this list of conditions and the following disclaimer in the documentation and/or other materials provided with the distribution. Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 8. Who gets sued? Whoever distributes the software without compliance No excuses: ‘software from ODM in Taiwan’ Indemnification may help But reputation is destroyed quickly Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 9. Contributor Agreements Make legal questions around contributions explicit Often requires copyright assignment or grants Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 10. Fedora Project Contributor Agreement (FPCA) Defines default licenses that are used unless explicit license is given Current defaults: Code: MIT Content: Creative Commons Attribution ShareAlike 3.0 Unported Does not assign copyright to Fedora or Red Hat Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 11. Debian Every Debian developer has to agree to the DFSG and Social Contract DFSG: Debian Free Software Guidelines Social Contract: Debian will remain 100% free (according to DFSG) debian/copyright: describes upstream copyright/license and that of packaging Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 12. Linux kernel Developer’s Certificate of Origin The contribution was created by me and I the have right to submit under indicated open source license The contribution is based on previous work that is also under indicated license The contribution was provided directly to me by someone who certified it and I didn’t modify it I understand that the contribution and project are public and recorded Signed-off-by: Martin Michlmayr <tbm@cyrius.com> Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 13. Copyright assignments Why? Preserves the ability to relicense code Ensures sufficient rights to enforce licences in court Avoids and prevents later competing copyright claims Why not? Gives copyright holder a lot of power Makes it harder to contribute Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 14. Tools for compliance work Binary Analysis Tool FOSSology Open Source License Checker Proprietary tools from Black Duck, Palamida, etc Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 15. FOSSology FOSSology is a framework to study the source code of FOSS applications in a number of ways Main functionality: detection of licenses in open source applications Originally developed by HP, it is an open project with an open source license Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 16. FOSSology You load code into the repository You analyse it and put the results into a database You view the results Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 17. FOSSology demo Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 18. FOSSology demo Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 19. FOSSology demo Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 20. FOSSology demo Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 21. FOSSology demo Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 22. FOSSology demo Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 23. FOSSology demo Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 24. FOSSology demo Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 25. FOSSology demo Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 26. FOSSology demo Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 27. FOSSology demo Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 28. FOSSology demo Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 29. FOSSology demo Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 30. FOSSology demo Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 31. FOSSology demo Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 32. FOSSology demo Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 33. FOSSology demo Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 34. FOSSology demo Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 35. FOSSology: the new release Buckets New license algorithm Copyright agent Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 36. FOSSology demo Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 37. FOSSology demo Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 38. FOSSology demo Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 39. Scope of the problem Prior to distributing a collection of software, each package needs to be reviewed to ensure compliance with all the licenses. Supply chain for products now requires software copyright and licensing information for lawsuit avoidance and risk mitigation. A package’s declared license may not always match the licenses of individual files inside the package itself. A package may consist of thousands of files with different licenses in the files Need a standard way of referring to the legal compliance ‘bill-of-materials’ of a software package and be able exchange information with others. Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 40. Solution: SPDX Define a file format for license information to accompany open source packages Focus: Just the facts – no interpretations Benefits Provides a unified method for exchanging license information Avoids due diligence redundancy where the same source code package is analyzed multiple times by different receivers Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 41. Structure of standard Identification: meta data to associate analysis results with a specific package Overview: Facts that are properties for entire package (e.g. package name, declared license) File Specific: Facts that are specific to each file included in a package (e.g. filename, copyright) Martin Michlmayr The State of Open Source Licensing and Ways to Improve It
  • 42. Resources Organizations FSF Free Software Licensing and Compliance Lab FSFE Freedom Task Force (FTF) gpl-violations.org Open Source Initiative (OSI) Software Freedom Law Center Communities FOSSBazaar FSFE Legal Network News and journals Groklaw International Free and Open Source Software Law Review Conferences FSFE ELN (European Legal Network) EOLE - European Open Source Law Event Software Martin Michlmayr The State of Open Source Licensing and Ways to Improve It