Older blog entries for louie (starting at number 669)

Speaking at Practicing Law Institute’s Open Source/Free Software 2013

I’m pleased to announce that I’ll be speaking at the Practicing Law Institute’s “Open Source and Free Software 2013: Benefits, Risks and Challenges” continuing education for lawyers in San Francisco in December. I did this last year (on a panel with the excellent Mark Radcliffe) and it was a lot of fun.

Topics will include:

•  Setting the Stage: An Introduction to “FOSS” and Copyright Concepts
•  Open Source Software and its Licenses
• License Enforcement and Avoiding Litigation
• Effective Business Practices in the Open Source Cloud
• Ethics: Conflict and Cooperation in Open Source Projects
• Royalty-Free Patents and Open Standards in Open Source Software
• Hot Topics: Critical Issues and Important Cases in FOSS

I’ll be on a panel on the last topic (“Hot Topics”) with Larry Rosen and Karen Copenhaver. The rest of the speaker lineup is excellent as well:

• Daniel Berlin – Google
• Adam Cohn – Cisco
• Eileen Evans – HP
• Harrison “Buzz” Frahn – Simpson Thatcher
• Gabe Holloway – Leonard, Street and Deinard
• Mario Madden – Microsoft
• Gervase Markham – Mozilla
• Gwyn Murray – Matau Legal Group
• Marc Visnick – Johnson-Laird

I’m afraid it isn’t cheap, but it’s a full day of CLE, and (based on my experience last year) a good way for lawyers not familiar with open source to get up to speed quickly. (It’s also going to be streamed for those who aren’t feeling like pressing the flesh.)

Syndicated 2012-09-04 15:00:21 from Luis Villa » Blog Posts

List of Open _______

Because I think it might be alternately amusing and useful, I’ve decided to compile a list of Open things. Additions welcome in comments; or if you can point me to someone else who has already done this, I’d appreciate that too. I think the list is more interesting if it stays focused on organizations claiming to represent Open Something, rather than just individuals saying that X is open, but pointers in that direction welcome too (and maybe will also show up some interesting patterns). Bonus points if they have a standard for defining what “open” means in their context, or if they are just hilariously awful.

The list:

• Open Source (as far as I know, the first use of Open in this context?)
• Open Standards (originally defined by OSI; now being redefined as of this morning by Open Stand to generously include standards that aren’t what I would call open; i.e., that can require patent royalty payments)
• Open Hardware
• Open Knowledge
• Open Street Map
• Open Government
• Open Data (a variety of options for this, though no self-proclaimed standard-setting body that I can find)

I know there are more, but this is all I can think of in a pinch this morning. Help?

Syndicated 2012-08-29 16:02:08 from Luis Villa » Blog Posts

A Quick Note on Conspicuous Text, also known as ALL CAPS

Anil Dash asked about ALL CAPS Friday, and then someone in my (very fun) letterpress class at the San Francisco Center for the Book asked me a related question. So here is a quick post on the lovely subject of ALL CAPS.

The basic question: Why do lawyers use so much ALL CAPS and what can a normal human being do about it?

Some laws require that text in a form or contract be “conspicuous” – i.e., that they be made harder to miss. The most common example of this, in the US, are requirements that disclaimers of warranty¹ be conspicuous, so that consumers don’t miss them. You’ve all seen these blocks, and most of you have skipped over them. In the US, the law that requires conspicuous text for warranty disclaimers is typically a descendant of the Uniform Commercial Code (“UCC”) § 2-316.² Practically speaking, this kind of requirement makes sense – it highlights areas that legislators have decided are particularly important and so can’t be hidden in the nooks and crannies of a document.

Unfortunately, historically, the only easy way for lawyers to make text “conspicuous” on a typewriter was ALL CAPS. Unfortunately, at some point along the way, many lawyers confused the technology (typewriters) for what was actually legally required. And so this is where we stand now – many lawyers will insist that ALL CAPS are required, when they really aren’t.

So if not ALL CAPS, what actuallyisrequired? This varies from rule to rule, unfortunately. But in the UCC, conspicuous is defined as text a reasonable person “ought to have noticed”, which includes:

“(A) a heading in capitals equal to or greater in size than the surrounding text, or in contrasting type, font, or color to the surrounding text of the same or lesser size; and

(B) language in the body of a record or display in larger type than the surrounding text, or in contrasting type, font, or color to the surrounding text of the same size, or set off from surrounding text of the same size by symbols or other marks that call attention to the language.”

(From UCC 1-201(b)(10); same text also appears in UCC 2-103(1)(b)(i).)

The Mozilla Public License, which I recently drafted, uses two different approaches, both supported by the UCC’s definition of conspicuous text. In our HTML version, we use text “in contrasting … color to the surrounding text of the same size” – i.e., we color it yellow. (When printed, this comes out as a box around the text.) In our plain text version, we use text “set off … by symbols .. that call attention to the language.” In other words, we use hyphens and vertical bars (|) to draw a box around the text.

So that’s the bottom line answer: in many cases (and certainly in the most common use case by American commercial lawyers), ALL CAPS isn’t required; instead, something “conspicuous” is – which could mean using symbols, colors, font size, or any number of other typographical tricks to make things both visible and easier to read.

Is This Always The Case?

Unfortunately, while most American statutes in this area appear to follow the UCC and require “conspicuous” text, defined quite broadly, this isn’t always true. An interesting list of such exceptions is in the comments to this blog post. These are exceptions; not the rule, but lawyers should be aware of them. Many of the exceptions, interestingly, are where writers of rules have included text that must be included precisely in a form or contract, and the rule-writers have INCLUDED TEXT THAT IS ALL CAPS in their draft text. That is often bad form – but it’s important to follow the rules in such cases.

Citations That Are More Authoritative Than This Blog Post

You’re saying “this is all very interesting, Luis, but I can’t give your random blog post to my lawyer next time he tells me that my Terms of Use need ALL CAPS.” Well, here are what lawyers consider the best kind of citation – a citation to printed books with page numbers, one of them even a publication of the American Bar Association.

“A Manual of Style for Contract Drafting,” Ken Adams, at 15.32-15.41.

“Typography for Lawyers,” Matthew Butterick, at 86-89.

Each of these say (often with more style and detail than I’ve said here) basically the same thing – use ALL CAPS sparingly, if at all. To get a flavor for each of them without buying the books (though I think every commercial lawyer should have both of these books on their desks) the authors have each blogged on these subjects: Adams’ blog post is here and Butterick’s is here.

So Why Do Lawyers Still Use ALL CAPS?

Because we’re risk-averse. Until judges, legislators or our clients demand that we change, we will stick with what works (or perhaps more accurately in this case, we will stick with that hasn’t yet failed).

There are the occasional signs that judges are starting to wake up to the issue: In re Bassett, 285 F.3d 882 (9th Cir. 2002) says “Lawyers who think their caps lock keys are instant “make conspicuous” buttons are deluded”; Stevenson v. TRW, Inc., 987 F.2d 288 (5th Cir. 1993) endorses use of bold or larger type rather than ALL CAPS; and  California courts have even held that ALL CAPS text in an inconspicuous location in the document may not be conspicuous even though it is in ALL CAPS. Broberg v. Guardian Life Ins. Co. of America, 171 Cal. App. 4th 912, 922 (2009).

The judicial situation is helpful, but realistically, until more clients demand it, it’s not going to change. So here you go. :)

 

1. i.e., the part where the contract says “this product I’m selling you could well be broken or unusable, and that isn’t my problem”
2. The UCC is a ‘model code’ – basically, states copy the UCC, edit it as they see fit, and then use that for their own commercial code. e.g., UCC 2-316, in California, becomes California Commercial Code 2316, with similar but not necessarily identical text.

Syndicated 2012-08-19 16:42:38 from Luis Villa » Blog Posts

Open Source Initiative Board Meeting in Chicago

I’m celebrating the end of my portion of my trial by … spending all weekend in meetings, specifically the OSI’s annual face-to-face board meeting, which we’re holding this year in Chicago. It’s been a very productive meeting so far, with lots of good discussion about both our vision and our plan for attacking the future. The organization still has a long way to go but there is a lot of potential here.

Syndicated 2012-05-19 21:36:01 from Luis Villa » Blog Posts

Joining the Open Source Initiative board of directors

In the past, I’ve been known to say that skeptical things about the Open Source Initiative’s role in the open source world – usually arguing that OSI was doing the basics (license approval, open source definition) respectably, but also had a lot of potential that wasn’t being taken advantage of. I’m excited to announce that I’m now putting my money where my mouth is, and joining the OSI board of directors.

“Hello, My Name is Open Source” by opensourceway, used under CC-BY-SA license

I’ll write more about my goals for OSI (and for my participation in it) in the coming months, once I’ve gotten a chance to actually meet with the rest of the board and better understand the projects that are already underway. But right now I think it’s very important to note how I became a member of the board, because I think it says something important about where OSI is going, and about why I agreed to invest my time and energy.

Specifically, at FOSDEM, OSI announced that it was beginning to shift in part to an affiliate model, where open source organizations like Mozilla, KDE, and others would have input into OSI’s processes and decisionmaking.¹ One of the first tangible outcomes of that process was to ask affiliate orgs to nominate board members. The result: Mozilla nominated me, and Eclipse nominated fellow new board member Mike Milinkovich. Because of this, our election is less about us,² and more about taking very concrete steps towards an OSI with deeper ties to the broader open source community. And that, I think, reflects what OSI has not always been, but could be – a place where the best of open source can talk and work together to move common interests forward.

1. Ask me how your organization can join!
2. Though obviously I expect we’ll be great :)

Syndicated 2012-03-19 23:09:55 from Luis Villa » Blog Posts

On the Importance of Per-File License Information

After the release of MPL 2, the first request for MPL 2.1 came from someone who didn’t want to put copyright headers in individual files. The issue has recently reared its head in Apache as well, and I recently was asked related questions by a GPL user as well.

The main reasons given for not using per-file headers are two-fold:

1. They’re awkward in short files. Many programming frameworks these days (most notably rails) are encouraging creation of many short files, so this is becoming a bigger problem than it was when per-file headers were first created.
2. They’re not considered very relevant in languages or frameworks that are library-centric, especially those with package managers that are heavily used (like ruby’s gems). Again, many modern language frameworks include tooling that encourages this approach, so some developers are thinking “why can’t I just express the license once per library?”

The case for per-file copyright headers is put well, and succinctly, by Larry Rosen:

“[O]ur goal is to pass on any important IP information that might be useful … in the place(s) [downstream licensees] are most likely to find it.”

Larry’s comment makes two assumptions that I want to flesh out and support.

First, Larry assumes that the place where people are “most likely to find” licensing information is in per-file headers. It is true that in the best case scenario in many modern languages/frameworks, library-level is a great place to put licenses – in normal use, they’ll get seen and understood. But lots of coding in the wild is not “normal use.” I review a lot of different codebases these days, and files get separated from their parent projects and directories all the time. And then you have to use fairly complex (and often expensive) tools to do what should be a simple task- figure out what the license is. So, yes, modern frameworks should in theory reduce the need for per-file licensing information – but in practice, that is often not the case.

Second, Larry assumes that you actually want people to use your code. Lots of publishers of open source code seem surprisingly unconcerned by this, unfortunately. The functional, practical benefits of open source all start with someone else reusing your code, so if you’re publishing open source code at all, you should be concerned about making it easy for people to use the code you publish. Again, putting licensing information in each file can help make this easier, by making it easier for people to figure out their rights and responsibilities. (This is particularly true if you want commercial uptake, since so many commercial users of open source are getting more conservative about using source code that is not properly labeled and licensed.)((Larry also perhaps assumes you want people to respect your license when using your code; that is a surprisingly complex topic that I will try to address some other day.))

So, yes: if you want people to find your licensing information, and  to use your code, per-file headers are the way to go. They may not be ideal but they really are worth the effort.

Syndicated 2012-03-17 18:43:00 from Luis Villa » Blog Posts

The license term smorgasbord: copyleft, share-alike, reciprocal, viral, or hereditary?

I microblogged (diaspora, identica, twitter) the following statement a few weeks ago:

First new year’s resolution, 10 days late: I will use ‘hereditary license’ any time I am tempted to say ‘viral license.’

Surprisingly, this generated quite a few responses (on identica and elsewhere)- some people liked it, but many people had their own alternative to propose. So here are some longer-form thoughts.

There are four primary options that I am aware of when trying to find a one-word term for open source licenses that in some way compel distributors to also distribute code- i.e., the licenses called “copyleft” by those of us who have spent too much time with this stuff. The terms:

• Copyleft: This is the common name when speaking to other people experienced in open source, so it’s obviously the first choice when you know your audience has at least some experience in open source. But to an audience not already involved in open source (the only time I’m ever even vaguely “tempted to say viral”), the phrase is completely non-obvious. It has zero evident meaning. In fact, it can actively confuse: it could mean the reverse of copyright, which to most people probably means “no license” or anti-copyright altogether. So it’s really not a good word to use for audiences who aren’t familiar with open source- which is to say, most audiences.
• Viral: This is another old standby. Traditionally, the objection to this term has been that it is perjorative: no one likes viruses, so ‘viral’ is often seen as (and sometimes is) a deliberate attempt to frame copyleft licenses as inherently bad. That objection is certainly accurate, but I think there is another problem with this word: it implies that, like a virus, copyleft can spread to someone without their active involvement; you can “catch” it from the digital equivalent of being in the same room with someone, or not washing your hands. This isn’t the case – there must be a strong relationship between the copylefted code and the other code that might be required to be shared. This, to me, is where “viral” really fails to communicate. It makes people think that a copyleft is something that might “happen to them” instead of it being something that they have to be actively involved with.
• Share-alike (or the related word “reciprocal”): Oddly, neither of these is used much outside of the Creative Commons world. Neither of these are bad terms: they are reasonably value-neutral, and they both imply that there must be an actively chosen relationship between the parties, which I think is important. But to me they don’t capture the why of the relationship; it makes it sound like there might be a choice in the matter, or something you do because you’re a nice guy.
• Hereditary: Richard Fontana traced this back to at least 2004, so it isn’t new, but without doubt this is the least used of the various terms I’m discussing here. At least for the moment, though, and for general audiences, I’m leaning towards thinking it is the best option. First, it implies that there has to be a real, derivative relationship between the two codebases; it can’t just happen at random (like viral implies). Second, it also implies that once the relationship exists, further licensing isn’t a choice- you must pass it on to the next folks who “inherit” from you. (Share-alike/reciprocal might imply that you do this because you’re a nice guy, which isn’t the case, or that you do it back to the original sharer- which also isn’t necessarily the case.) The analogy obviously isn’t perfect, most notably because a mere redistributor who hasn’t created a derivative work that “inherits” from the parent work is still bound by the license. But I think on balance that it has the fewest tradeoffs.

So there you go, for the dozen people who asked, and the hundreds, nay billions more who don’t care :)

Syndicated 2012-02-03 02:14:21 from Luis Villa » Blog Posts

Nominated for OpenSource.com People’s Choice Award

Based on my series of MPL posts for opensource.com, I’ve been nominated for a “people’s choice award” as a top contributor to opensource.com. It’s a nice little honor. That said, there are lots of folks on the list of nominees who have written and thought far more than I have this year- so you should go check out the list and vote for one of them instead :)

Syndicated 2012-01-24 20:42:15 from Luis Villa » Blog Posts

Personal MPL acknowledgments

This morning I hit publish on the announcement of MPL 2.0, finishing a two year process. The official announcement had a number of acknowledgements for the many people who helped out along the way, but I wanted to take to my personal blog to add a few personal notes.

“thank you note for every language,” by woodleywonderworks, used under CC-BY 2.0.First, Gerv Markham. Gerv has in many ways been central to Mozilla’s open source mission for a while, and it would have been easy for him to feel threatened when I parachuted in and began working on the license. Instead, he’s been helpful, patient, and constructive- everything you’d want from a co-worker and team member.

Second, Brett Smith, of the FSF: Brett has brought a very professional, constructive approach to working with me on the license. Without his dedication and patience the new GPL compatibility approach would not have succeeded. Aaron Williamson and James Vasile at SFLC and Richard Fontana at Red Hat were also instrumental in this, and again gave freely of their time when they didn’t have to. They also kept a straight face when I suggested the new approach, which probably helped a great deal in getting it done. :)

Third, Karen Copenhaver and Heather Meeker were incredible pros in helping push out the critical betas- they helped me go through the important issues and get the language right, in a way only people with decades of experience can do. That they were willing to give their time to Mozilla and to me was incredibly generous- most partners at major law firms aren’t willing to take those steps. And I’m not just saying that because Heather is now my boss. ;)

Finally, and most importantly, Mitchell Baker and Harvey Anderson: Mitchell and Harvey took a gamble when they brought me on board this project- one they didn’t need to do. This has been their baby for the past ten years, and they could have done this work themselves, or just let the license continue to age gracefully (as it was doing). Not only did they give me this terrific opportunity, they then opened up their calendars and their minds to me. As a result, I’ve had a terrific educational experience, learning the nooks and crannies of the license as well as lots about how to draft a document that stands the test of time. (Rumor has it that Mitchell wrote the original in a month, which I still find mind-boggling, and I can confirm that the text is still burned into her brain in high resolution.) It has really been an honor and a privilege for me to be involved with them and in this process, so I’m deeply thankful for their encouragement and invitation to participate.

I’ll probably write more here soon about the license and the process,  but thanking people was really at the top of my priority list.

Syndicated 2012-01-03 18:14:01 from Luis Villa » Blog Posts

A note on 2011

The best thing I did for myself in 2011 was to get back on a bicycle after not being on one for 15+ years, and after never actually being comfortable on one. I’m not going to be racing any time soon, but I now really look forward to a bike ride as part of the average weekend and even the average vacation.

Yesterday was a nice punctuation mark to that, featuring a long ride down to the ocean, a great view, and a very satisfying fish and chips.

I am definitely enjoying some time out of the office and looking forward to a great 2012- hope my friends are too. Now I just need to figure out what life improvement can trump “get back on a bike.” Suggestions welcome :)

Syndicated 2011-12-29 18:31:55 from Luis Villa » Blog Posts