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Central IP Service Central IP Service the copyleft paradox open source compatibility issues and legal risks Brussels, 30/09/2015 Stefano GENTILE EC.JRC
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Page 1: Central IP Service - European Commission · Central IP Service the copyleft paradox open source compatibility issues and legal risks Brussels, 30/09/2015 Stefano GENTILE EC.JRC .

Central IP Service

Central IP Service

the copyleft paradox open source compatibility issues and legal risks

Brussels, 30/09/2015

Stefano GENTILE EC.JRC

Page 2: Central IP Service - European Commission · Central IP Service the copyleft paradox open source compatibility issues and legal risks Brussels, 30/09/2015 Stefano GENTILE EC.JRC .

Central IP Service

2 contents

open source philosophy

characteristics of copyleft

compatibility between multiple copyleft licences

the 'copyleft paradox'

examples of incompatible licences

case law: a word from US disputes

enforcement instruments

conclusions

legal risks related to the use of OSS

Page 3: Central IP Service - European Commission · Central IP Service the copyleft paradox open source compatibility issues and legal risks Brussels, 30/09/2015 Stefano GENTILE EC.JRC .

Central IP Service

3 open source philosophy

OPEN S

OU

RCE

not just

access to source

code distribute modify copy use

use copyright to

essential […] for society as a whole because they promote

social solidarity—that is, . (gnu.org)

Page 4: Central IP Service - European Commission · Central IP Service the copyleft paradox open source compatibility issues and legal risks Brussels, 30/09/2015 Stefano GENTILE EC.JRC .

Central IP Service

4 copyleft rationale

CO

PYLEFT

© pyleft c

licence with

effect

conceived

method

merged

dynamic link

static link

source code

derivative

effects downstream

distribution on

of works

Page 5: Central IP Service - European Commission · Central IP Service the copyleft paradox open source compatibility issues and legal risks Brussels, 30/09/2015 Stefano GENTILE EC.JRC .

Central IP Service

5 copyleft paradox

CO

PYLEFT

copyleft proliferation

respecting one licence would

code mishmash practice

incompatible viral terms

result:

good viruses gone bad

devised to forbid restrictions to sharing results in creating purpose

defeats the very

copyleft of “ ”

Page 6: Central IP Service - European Commission · Central IP Service the copyleft paradox open source compatibility issues and legal risks Brussels, 30/09/2015 Stefano GENTILE EC.JRC .

Central IP Service

6 examples

CO

PYLEFT

source bsd

source

lgpl

gpl source eupl

source gpl

lgpl

available transfer instr.

copyleft

any

none

partly copyleft

OSS licence type

non-copyleft

weak copyleft

strong copyleft

flexible copyleft

epl gpl

lgpl

euplsource

mixing copyleft

with your own

lgpl

Page 7: Central IP Service - European Commission · Central IP Service the copyleft paradox open source compatibility issues and legal risks Brussels, 30/09/2015 Stefano GENTILE EC.JRC .

Central IP Service

7 cross-compatibility

CO

PYLEFT

note: this is just a 1vs1 licence matrix…

Page 8: Central IP Service - European Commission · Central IP Service the copyleft paradox open source compatibility issues and legal risks Brussels, 30/09/2015 Stefano GENTILE EC.JRC .

Central IP Service

8 legal risks

OPEN S

OU

RCE

misappropriation (very upsetting)

source code is not made available

other condition not respected (e.g. incl. copy of the licence)

the result is a

most

software

common

using open source …so, what are the consequences and

what the remedies?

copyleft conflicts

Page 9: Central IP Service - European Commission · Central IP Service the copyleft paradox open source compatibility issues and legal risks Brussels, 30/09/2015 Stefano GENTILE EC.JRC .

Central IP Service

9 open source disputes

CA

SE L

AW

Jacobsen v. Katzer, et al. (2008)

Jacobsen manages OSS developers' group JMRI

JMRI produces software for model railroad enthusiasts: DecoderPro.

DecoderPro distributed under ' ' (permissive OSS licence).

Katzer develops commercial software for model railroads.

Katzer uses a significant portion of the DecoderPro OSS code to produce and distribute a commercial product: Decoder Commander.

Katzer fails to comply with the Artistic License requirements (i.a. attribution).

Jacobsen sues Katzer for and seeks .

pla

inti

ff

defe

ndant

Page 10: Central IP Service - European Commission · Central IP Service the copyleft paradox open source compatibility issues and legal risks Brussels, 30/09/2015 Stefano GENTILE EC.JRC .

Central IP Service

10 open source disputes

CA

SE L

AW

Katzer's

Federal District Court in favour of Katzer. Jacobsen appeals the decision. Appellate Court sides with Jacobsen:

violation of the terms of the licence are contractual violations, not copyright violations. Thus FOSS-like licenses could only be enforced through rather than .

if a licence is limited in scope and the “ ”

infringement copyright

licensee acts outside the scope, the licensor can bring an action for

defence

Page 11: Central IP Service - European Commission · Central IP Service the copyleft paradox open source compatibility issues and legal risks Brussels, 30/09/2015 Stefano GENTILE EC.JRC .

Central IP Service

11 remedies

EN

FORCEM

EN

T

bre

inf actual damages + infringer's profits*

breach infringement ©

vs. contract

liquidated or actual damages (+ penalties)

limited to the contracting party

injunction / specific performance

erga omnes

injunction

precautionary seizure

i.e. stronger

instruments! enforcing

*or statutory damages

Page 12: Central IP Service - European Commission · Central IP Service the copyleft paradox open source compatibility issues and legal risks Brussels, 30/09/2015 Stefano GENTILE EC.JRC .

Central IP Service

12 conclusions

different copyleft code mishmash may hinder distribution!

OSS right-holders enjoy strong(er) enforcement instruments

copyleft has peculiar features that require upstream planning

assessment ex-ante in order to comply with distribution policy

OSS licence breach leads to copyright infringement allegations

copyleft licensing is an effective dissemination tool

copyleft code is a viable (common) choice for sw development

Page 13: Central IP Service - European Commission · Central IP Service the copyleft paradox open source compatibility issues and legal risks Brussels, 30/09/2015 Stefano GENTILE EC.JRC .

Central IP Service

13 credits

thank you credits:

icons at slides 8, 10, 11, 13 by Freepik source: flaticon.com, licensed under CC BY 3.0

the European Commission logo is a registered mark of the EU. All rights reserved.

[email protected]

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everything else is available for reuse under the terms of Decision 2011/833/EU.


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