Re: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-13 Thread Eric Rescorla
At Mon, 12 Jan 2009 19:27:02 -0500,
Ed Juskevicius wrote:
 
 Eric, Thank You for your comments and for your suggestions (below)
 
 I like your proposal for how to clarify and improve the wording of the draft
 legend text.

Thanks.

Can you advise as to when the community can expect to see a revised
legend proposal from the trust that incorporates the community feedback
you're receiving?

Best,
-Ekr
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RE: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-13 Thread Contreras, Jorge
Eric,

Thank you for the careful reading and constructive suggestions.

 This document contains material from IETF Documents or IETF
 Contributions published before November 10, 2008 and, to the
 Contributor?s knowledge, the person(s) controlling the 
 copyright in
 such material have not granted the IETF Trust the right to allow
 modifications of such material outside the IETF Standards Process.
 Without obtaining an adequate license from the person(s) 
 controlling
 the copyright, this document may not be modified outside the IETF
 Standards Process, and derivative works of it may not be created
 outside the IETF Standards Process, except to format it for
 publication as an RFC and to translate it into languages 
 other than
 English.
 
 The first problem here is the phrase and, to the Contributor's
 knowledge, the person(s) controlling the copyright in such material
 have not granted the IETF Trust the right As I read this, I am
 directly affirming my belief that there are copyright holders who have
 not granted these rights. This is all fine if I know exactly who the
 original copyright holders are and that they have not given
 permission, but the more likely case is that I don't know one way or
 the other, and am simply unwilling to affirm the converse.
 However, I am equally unwilling to affirm my knowledge and belief
 that the persons controlling the copyright have not made grants.
 I simply don't know. This text should be rewritten as:
 
 This document contains material from IETF Documents or IETF
 Contributions published before November 10, 2008. Some material
 may be subject to copyright claims for which the holders have not
 granted the IETF Trust the right to allow modifications of such
 material outside the IETF Standards Process.

With a little bit of wordsmithing, I think that rephrasing this sentence
is fine.

 
 In addition, the final sentence Without obtaining... seems overly
 strong. It's phrased as if it were a condition imposed by the
 contributor, i.e., I the contributor doesn't license you to use
 this document unless you obtain adequate permission from 
 the original
 copyright holders (with the contributor to be the judge of adequate,
 perhaps). But that's not what's in play here. Rather,
 it's that I the contributor can't give me license to material
 I don't control. So, this sentence serves as advice, not
 a license restriction 

Actually, this is not correct.  The sentence *is* intended as a license
restriction, not merely advice.  Remember:  all of this language is
being included pursuant to the authority granted to the Trust under
Section 5.3.c of RFC 5378, which allows a Contributor to limit the
Trust's right to grant derivative works (and thus avoid non-compliance
with the warranty contained in Section 5.6.c).

Thus, I'm happy to discuss re-wording the sentence to make it clearer,
but changing its meaning in this way would not allow the Trust to
address this issue within the parameters of RFC 5378.

 and should be rewritten accordingly.
 Perhaps:
 
 Modification or creation of derivative works outside of the
 scope of RFC 4978 may require obtaining a license from the
 person(s) controlling the copyright on the relevant sections
 of the document. 
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Re: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-12 Thread Fred Baker
So what I hear (and for the benefit of others, let me note that you  
and I have ha a fairly detailed discussion privately that I think I am  
summarizing the result of) is that you want a short term solution and  
a long term solution. The short term solution would be adequately  
solved by using the 3978 options for most documents, and for documents  
with code, the 5378 option or a letter-or-whatever sent in parallel  
that was equivalent. In the long term, you would be fine with a rule  
that supported all existing 3978 options plus some number (one?) that  
said this contains code, and Am I correct?


If so, the present dilemma can be resolved by
 - the IESG rescinding its acceptance of 5378, reinstating 3978
   as the rule of the day
 - the IESG directing the Trust to accept legal communications
   (letters, PGP-signed emails, whatever) that convey the sense of
   the 5378 license for code-bearing documents as a
   temporary workaround
 - in the long term, the development of a 5378-bis that
  * accepts 3978 options as is for non-code documents and the
right option for documents containing code,
  * treats movement of documents to other SDOs as a special
case to be handled by the parties to the transaction
including the trust and relevant authors etc.

Close?

On Jan 9, 2009, at 3:52 PM, Joel M. Halpern wrote:

My own take has been that the code reuse problem is the dominant  
problem.  Document transfer outside the IETF is sufficiently rare  
that I would agree with Fred that not solving that is fine.


This also means that from my personal perspective, a solution that  
says (loosely based on a suggestion from someone else in a side  
conversation) that

1) If you can, you grant 5378 rights
2) If you can't, you grant the old rights, as long as there is no  
code in the document
3) If there is code, get the rights to the code so people can  
actually use the code in the RFC to implement the RFC.  (MIBs are  
already covered, but we have lots of other kinds of code.)


would seem a workable path.
Yes, point 3 may hold up some work.  But one could reasonably argue  
that such work needs to be held up so that folks can use the code we  
are giving them.


And I fully agree that we should leave all legal wordsmithing to the  
trust and the lawyers.  They have to do it anyway.


Yours,
Joel

John C Klensin wrote:

--On Saturday, January 10, 2009 11:07 +1300 Brian E Carpenter
brian.e.carpen...@gmail.com wrote:

Thanks John, I believe that is an excellent summary of the
viable options. My draft implicitly adds

 (2.5) Post-5378 documents that incorporate pre-5378
 materials whose original contributors have duly agreed are
 posted according to 5378 rules, with no exceptions.

To my mind the main open issue is whether we want to
require authors to try for (2.5) before proceeding to (2).

I am all in favor of authors trying for 2.5 if they have the
time and inclination although, mostly, I'd rather have them
spend time on technical work (Marshall's suggestion last month
that the Trust itself should take responsibility for rounding up
old rights has some appeal here).   What I'm opposed to is
requiring authors of documents that might have had a very long
history to take responsibility for claiming that they have
identified all of the original contributors.   My problem with
2.5, stated somewhat more aggressively than is probably
desirable, is that it requires the submitter of a 2.5 document
to stand up and say I have identified all of those who might
claim to have rights in this document, will take responsibility
for getting that identification right, and obtained their
consent.  There is a possible 2.5bis, which would be something  
like I've

made a good-faith, reasonable-effort, attempt to identify
everyone
and have the agreements from everyone whom that process
identified, but I make absolutely no warranty that I've
identified everyone or that other claims won't come up; if they
do, it is the user's problem, not mine.
Whether that is enough different in practice from my (2) to be
worth the complexity... I don't know.
   john
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RE: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-12 Thread Ed Juskevicius
Eric, Thank You for your comments and for your suggestions (below)

I like your proposal for how to clarify and improve the wording of the draft
legend text.

Best Regards,

Ed J.

-Original Message-
From: trustees-boun...@ietf.org [mailto:trustees-boun...@ietf.org] On Behalf
Of Eric Rescorla
Sent: January 12, 2009 6:17 PM
To: Russ Housley
Cc: trust...@ietf.org; ietf@ietf.org
Subject: Re: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your
reviewand comments on a proposed Work-Around to the Pre-5378 Problem

Ed,

I'd like to thank the Trustees for working to resolve this
situation. Unfortunately, after reviewing the new text, I don't think
it's really adequate. 

To recap, the the old text required the contributor to affirm (and
consequently to verify) that adequate permissions had been obtained to
publish legacy (pre-5378) material under the 5378 rules. This was
impractical both because of the difficulty of obtaining such
permissions and the difficulty of tracing every portion of the
document. This new text, reproduced below, solves the first problem,
but not the second:

This document contains material from IETF Documents or IETF
Contributions published before November 10, 2008 and, to the
Contributor?s knowledge, the person(s) controlling the copyright in
such material have not granted the IETF Trust the right to allow
modifications of such material outside the IETF Standards Process.
Without obtaining an adequate license from the person(s) controlling
the copyright, this document may not be modified outside the IETF
Standards Process, and derivative works of it may not be created
outside the IETF Standards Process, except to format it for
publication as an RFC and to translate it into languages other than
English.

The first problem here is the phrase and, to the Contributor's
knowledge, the person(s) controlling the copyright in such material
have not granted the IETF Trust the right As I read this, I am
directly affirming my belief that there are copyright holders who have
not granted these rights. This is all fine if I know exactly who the
original copyright holders are and that they have not given
permission, but the more likely case is that I don't know one way or
the other, and am simply unwilling to affirm the converse.
However, I am equally unwilling to affirm my knowledge and belief
that the persons controlling the copyright have not made grants.
I simply don't know. This text should be rewritten as:

This document contains material from IETF Documents or IETF
Contributions published before November 10, 2008. Some material
may be subject to copyright claims for which the holders have not
granted the IETF Trust the right to allow modifications of such
material outside the IETF Standards Process.

In addition, the final sentence Without obtaining... seems overly
strong. It's phrased as if it were a condition imposed by the
contributor, i.e., I the contributor doesn't license you to use
this document unless you obtain adequate permission from the original
copyright holders (with the contributor to be the judge of adequate,
perhaps). But that's not what's in play here. Rather,
it's that I the contributor can't give me license to material
I don't control. So, this sentence serves as advice, not
a license restriction and should be rewritten accordingly.
Perhaps:

Modification or creation of derivative works outside of the
scope of RFC 4978 may require obtaining a license from the
person(s) controlling the copyright on the relevant sections
of the document. 

Best,
-Ekr
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Re: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-11 Thread Simon Josefsson
Theodore Tso ty...@mit.edu writes:

 On Sat, Jan 10, 2009 at 02:37:50PM +0100, Simon Josefsson wrote:
  We do have precedent for include code that has explicit open source
  licensing rights.  For example, the MD5 implementation in RFC 1321 has
  an explicit BSD-style license.
 
 Sure, but under the post-RFC 2026 rules that would not be allowed since
 the rules do not permit additional copyright notices to be present in
 documents.  There has been exceptions and mistakes, so there are
 post-RFC 2026 documents with other licensing information in them, but
 the IESG/IAB has also rejected including free software code in RFCs.
 Allowing BSD-like code to be included in RFCs would be great step
 forward.  It is not allowed under the RFC 5378 license either, at least
 not generally when the code was not written by the document author.

 This should clearly be fixed in RFC 5378-bis, in my opinion.  If the
 goal is to allow code to be allowed in Open Source Software, then
 requiring a maximally compatible OSS license for code makes sense.

No, the problem of using an appropriate license has already been taken
care of (the trust uses the BSD license for code-like portions).

One of the remaining problems is, as described above, that the IETF
license does not permit authors to take BSD licensed code and use them
as illustration in RFCs because RFC 5378 does not permit additional
copyright notices to be present in RFCs.

 A more realistic approach may be to think about how text in RFCs are
 used.  Text often end up in free software projects as comments.  This is
 useful and helps get the RFC implemented correctly in a more
 maintainable fashion.  The goals of the IETF is furthered by this, I
 argue, so it is disappointing RFC 5378 does not solve the problem.

 At least in the linux kernel, quoting a 2-3 sentences of an RFC in
 comments is common practice, even before RFC 5378.  It is also been
 done with great frequency in documentation, magazine articles and
 journals, and so on.  Fair use takes care of this problem, and there I
 don't think even the most insanely paranoid and unreasonable corporate
 lawyer would think that 2-3 sentences quoted in manuals, code, etc.,
 would be unreasonable.  

 Certainly this is something where we have over two decades historical
 practice, and if anyone thinks an IETF contributor or company would be
 suicidially idiotic enough from a Public Relations point of view to
 try to sue someone for using 2-3 sentences when this would be pretty
 clearly fair use, and the reputations of said IETF contributor or
 company would be pilloried in the press, I would gently suggest that
 whoever is worried about is greatly disconneted from reality, if they
 were to think about the risks involved.

I would agree with you for the 2-3 sentences scenario, but that's
missing my point.  I would fully disagree when it comes to 2-3
paragraphs, 2-3 pages, or entire I-D's.  I believe the latter is the
reality with several free software projects, including the Linux kernel.

/Simon
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Re: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-11 Thread Joel M. Halpern

Let's be quite clear here.
Your stated requirement for doing this was that authors had to be able 
to take and modify any text from anywhere in an RFC.
The Working Group concluded that while that was reasonable relative to 
code (and we tried to give the open source community that ability 
relative to code), that such a wide grant was not reasonable relative to 
the text content of RFC.  (Among other concerns, such changes would 
include modification of normative text and text carefully worked out by 
working groups to get the meanings right.  If the WG got it wrong, the 
IETF is the place to fix it, not comments in code somewhere.)


Also, it should be understood that this issue is largely orthogonal to 
the topic under discussion.  The working group could have included what 
Simon asked for in 5377.  The rough consensus of the WG was not to do 
so.  A more narrow 5378 would make it harder to make such a grant, but 
since the working group didn't choose to do so (and personally, I think 
doing so would undermine much of our work) the issues seems to have no 
bearing on whould we rescind 5378? or is there a better transition 
strategy to get 5378 to apply to the bulk of our work? or how do we 
get 5378 rights in code, without holding up all the other documents?


Yours,
Joel

Simon Josefsson wrote:

One of the remaining problems is, as described above, that the IETF
license does not permit authors to take BSD licensed code and use them
as illustration in RFCs because RFC 5378 does not permit additional
copyright notices to be present in RFCs.


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Re: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-11 Thread John C Klensin


--On Sunday, January 11, 2009 10:28 -0500 Joel M. Halpern
j...@joelhalpern.com wrote:

 Also, it should be understood that this issue is largely
 orthogonal to the topic under discussion.  The working group
 could have included what Simon asked for in 5377.  The rough
 consensus of the WG was not to do so.  A more narrow 5378
 would make it harder to make such a grant, but since the
 working group didn't choose to do so (and personally, I think
 doing so would undermine much of our work) the issues seems to
 have no bearing on whould we rescind 5378? or is there a
 better transition strategy to get 5378 to apply to the bulk of
 our work? or how do we get 5378 rights in code, without
 holding up all the other documents?

One addition to Joel's remarks.  Even if, as part of the medium
to long-term solution to the 5378 problem, we were to return to
the basic model of 2026, i.e., any rights for non-IETF use have
to be worked out directly with authors, 5377 would need only a
conceptually fairly minor amendment requiring that authors grant
those rights at the time of document submission, rather than
recommending that the Trust doing so on a licensing basis.   I
don't see any reason to believe that pulling out that core
change in 5378 is necessary to solve the problem of what to do
about old documents/ Contributions, but, even if we did...

So, please, let's focus on that old document transition problem
and what is necessary to make it go away efficiently, safely,
and with great confidence, rather than trying to move from 5378
has a problem to this is an excuse to rehash every decision
taken by the WG.

Just my opinion, but...
 john


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Re: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-11 Thread Theodore Tso
On Sun, Jan 11, 2009 at 04:09:54PM +0100, Simon Josefsson wrote:
 I would agree with you for the 2-3 sentences scenario, but that's
 missing my point.  I would fully disagree when it comes to 2-3
 paragraphs, 2-3 pages, or entire I-D's.  I believe the latter is the
 reality with several free software projects, including the Linux kernel.
 

2-3 paragraphs would probably still be fair use.  I'm not aware of any
place in the Linux kernel where there was more than a few paragraphs
quoted from RFC's.  There were a few projects that included full
verbatim copies of RFC's for reference/documentation purposes,
although most of those have been removed due to the fact that previous
RFC permission statements were not compliant with the Open Source
Definition, and so distributions such as Debian required that such
full copies of the RFC had to be stripped from the source packaging.

That was never the case with the Linux Kernel, however.  Some Debian
Free Software Fanatics are having a field day with firmware binary
blobs, but not with any I-D's or RFC's as far as I am aware.

 - Ted
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Re: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-11 Thread TSG

Lawrence Rosen wrote:

John Leslie wrote:
  

   I may not be the one to explain, but I _don't_ think that's what
the proposal calls for. I think it calls for inclusion of the
boilerplate I listed above, which simply disclaims knowledge of
_whether_ all the rights of 5378 are granted (and thus derivative
works outside the IETF Standards Process are not authorized by
the IETF Trust).



I want derivative works outside the IETF Standards Process to be
authorized by the IETF Trust and see no legal reason, at least in US law,
why the IETF Trust can't authorize that without even mentioning the
co-authors of those RFCs.

The concern expressed in this thread is whether derivative works are
authorized by the co-authors of those earlier RFCs. We need no statement
(admission of guilt or otherwise) about that. Users of IETF RFCs should be
comfortable that at least the IETF Trust authorizes such derivative works. 
  
Which there are serious concerns about whether the Trust ever owned that 
IP. I.e. that the transfer of the IP to the Trust is permanently flawed 
by the derivatively requirement's that all derivative works be licensed 
under the same rights requirements' are the originals are.

Certainly the term open industry standard must mean that an RFC is a
cooperative expressive and technical work by individuals and companies
interested in a common result. 


But the RFC is not an open license to use the IP for any and all 
purposes, i.e. that beyond publishing written copies of those IP's that 
the content can be used to create other IP's like Software Systems which 
implement that standard.

We should accept the notion that IETF, and
now the IETF Trust, as a public interest corporation that manages the
expressive creative activities through which these joint works are written,
is the joint owner of copyright in every RFC. 
No we shouldn't Counsel. The Trust DOES NOT OWN ANYTHING that was 
licensed under RFC2026 unless a separate contract was executed by those 
authors authorizes that change in the original licensing.


The problem is that *** ANY *** derivative work which is done under a 
later filing but also includes component's or technology from one of 
those earlier filings those new filings must also track that earlier 
licensing.

As such, a license from the
IETF Trust is all we need to create derivative works, without even asking
the co-authors of those old (or new) documents. 
  

I disagree.

Does anyone here believe that the IETF Trust doesn't own a joint copyright
interest in every RFC it publishes and can thus authorize derivative works
of those RFCs? [1]
  


yes.

/Larry

[1] I intentionally avoid the argument, made in my previous emails here,
that we don't even need the permission of the IETF Trust to copy and
modify--when necessary for functional purposes--any industry standard
specification. That's a bigger argument based on 17 USC 102(b), not one
based on the Copyright Act definition of joint work:

   A 'joint work' is a work prepared by two or more authors 
   with the intention that their contributions be merged into 
   inseparable or interdependent parts of a unitary whole. 
   17 USC 101.




Lawrence Rosen
Rosenlaw  Einschlag, a technology law firm (www.rosenlaw.com)
3001 King Ranch Road, Ukiah, CA 95482
707-485-1242 * cell: 707-478-8932 * fax: 707-485-1243
Skype: LawrenceRosen


  

-Original Message-
From: ietf-boun...@ietf.org [mailto:ietf-boun...@ietf.org] On Behalf Of
John Leslie
Sent: Friday, January 09, 2009 10:15 AM
To: dcroc...@bbiw.net
Cc: IETF Discussion
Subject: Re: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your
reviewand comments on a proposed Work-Around to the Pre-5378 Problem

Dave CROCKER d...@dcrocker.net wrote:


A number of the comments, so far, appear to hinge on a rather basic
cost/benefit model that is clearly quite different from what the
  

proposal


is based.  I suspect that difference comes from a different sense of the
problem, per John Klensin's posting.
  

   Agreed.



My reference to legality is based on a view of the proposal which sees
it as having individual submitters essentially say I am required to get
permission and I have not gotten it. That's an admission of guilt...
  

   I don't read it that way. Refer to:

http://trustee.ietf.org/docs/Draft-Update-to-IETF-Trust-Legal-Provisions-
1-06-09.pdf
]
] 6. c. iii.
] ... This document contains material from IETF Documents or IETF
] Contributions published before November 10, 2008 and, to the
] Contributor's knowledge, the person(s) controlling the copyright
] in such material have not granted the IETF Trust the right to allow
] modifications of such material outside the IETF Standards Process.
] Without obtaining an adequate license from the person(s) controlling
] the copyright, this document may not be modified outside the IETF
] Standards Process, and derivative works of it may not be created
] outside the IETF Standards Process, except to format it 

Re: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-11 Thread Simon Josefsson
Joel M. Halpern j...@joelhalpern.com writes:

 Let's be quite clear here.
 Your stated requirement for doing this was that authors had to be able
 to take and modify any text from anywhere in an RFC.

No, that's a different issue.  Being able (as RFC author) to include
code not written by IETF contributors is different from being able to
modify text in an RFC (as RFC reader).

 The Working Group concluded that while that was reasonable relative to
 code (and we tried to give the open source community that ability
 relative to code), that such a wide grant was not reasonable relative
 to the text content of RFC.

Alas.

 (Among other concerns, such changes would include modification of
 normative text and text carefully worked out by working groups to get
 the meanings right.  If the WG got it wrong, the IETF is the place to
 fix it, not comments in code somewhere.)

I obviously disagree.  Users of free software need the ability to fix
the source code and modify the documentation that goes along with it.
The issue should of course be brought up within the IETF too, but it
does not serve the IETF's goal of running a smooth Internet to make it
harder for people to fix software that runs the Internet.

/Simon
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Re: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-11 Thread Simon Josefsson
Theodore Tso ty...@mit.edu writes:

 On Sun, Jan 11, 2009 at 04:09:54PM +0100, Simon Josefsson wrote:
 I would agree with you for the 2-3 sentences scenario, but that's
 missing my point.  I would fully disagree when it comes to 2-3
 paragraphs, 2-3 pages, or entire I-D's.  I believe the latter is the
 reality with several free software projects, including the Linux kernel.
 

 2-3 paragraphs would probably still be fair use.  I'm not aware of any
 place in the Linux kernel where there was more than a few paragraphs
 quoted from RFC's.  There were a few projects that included full
 verbatim copies of RFC's for reference/documentation purposes,
 although most of those have been removed due to the fact that previous
 RFC permission statements were not compliant with the Open Source
 Definition, and so distributions such as Debian required that such
 full copies of the RFC had to be stripped from the source packaging.

As far as I can tell, current RFC permission statements are not
compliant with the Open Source Definition either.

/Simon

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Re: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-10 Thread Bill Manning
On Fri, Jan 09, 2009 at 02:16:43PM -0800, Lawrence Rosen wrote:
 
 That's why I challenged Ted Hardie directly. Please don't take it personally
 or as flaming, but anyone who wants to assert a private ownership right in
 any copyright in any IETF RFC ought to do so now or forever hold your peace.
 Otherwise, I think it best that the IETF Trust exercise its rights under its
 joint copyright to do whatever is deemed appropriate and in the public
 interest, as determined by the IETF Trustees and its legal counsel, and not
 ask permission.
 
 /Larry
 

are you talking about -all- IETF related documents (IDs, postings,
april 1st RFCs, etc...) or RFCs that are standards?  (discounting
BCPs, Informational RFCs, etc)

for a period of time, text like this appeared in at least a dozen
documents:

This document is an Internet-Draft and is subject to all provisions of 
Section 10 of RFC2026 except that the right to produce derivative works 
is not granted.

there were even a few documents that had explicit copyright statements
that excluded ISOC  IETF from doing anything with the document, other
than the right to publish for the period of performance for an ID, e.g.
no longer than six months.

one reaction to that was the promulgation of the Note Well legal 
advice
and the path that lead us to this point.

So for some IETF work product, there are/were people who assert a 
private
ownership right in the materials they generated.  I think that the IETF
Trust should be very careful in using/reusing that material, esp w/o
asking permission.

There, I've spoken up ... reserving my right to speak now and later on 
this
topic. (not going to forever hold my peace).



--bill
Opinions expressed may not even be mine by the time you read them, and
certainly don't reflect those of any other entity (legal or otherwise).

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Re: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-10 Thread Simon Josefsson
Joel M. Halpern j...@joelhalpern.com writes:

 My own take has been that the code reuse problem is the dominant
 problem.

My interpretation has been that the problem has been (and remain) that
the license on IETF documents is incompatible with free software
licensing, which is counter-productive for the IETF.

 Document transfer outside the IETF is sufficiently rare that I would
 agree with Fred that not solving that is fine.

I agree too.

Theodore Tso ty...@mit.edu writes:

 This also means that from my personal perspective, a solution that says  
 (loosely based on a suggestion from someone else in a side conversation)  
 that
 1) If you can, you grant 5378 rights
 2) If you can't, you grant the old rights, as long as there is no code  
 in the document
 3) If there is code, get the rights to the code so people can actually  
 use the code in the RFC to implement the RFC.  (MIBs are already  
 covered, but we have lots of other kinds of code.)

 We do have precedent for include code that has explicit open source
 licensing rights.  For example, the MD5 implementation in RFC 1321 has
 an explicit BSD-style license.

Sure, but under the post-RFC 2026 rules that would not be allowed since
the rules do not permit additional copyright notices to be present in
documents.  There has been exceptions and mistakes, so there are
post-RFC 2026 documents with other licensing information in them, but
the IESG/IAB has also rejected including free software code in RFCs.
Allowing BSD-like code to be included in RFCs would be great step
forward.  It is not allowed under the RFC 5378 license either, at least
not generally when the code was not written by the document author.

 How much code is there, really?

Looking at the last 10 published RFC's for material (text or code) that
potentially may end up in free software implementations, I find:

5391 sample test-vectors
5393 no
5394 pseudo-code
5395 data table with messages
5396 no
5397 no
5398 no
5401 code, pseudo-code
5405 no
5407 pseudo-code

This is a small sample, and you could discuss each interpretation, but
still I believe this shows that this is a common enough problem to worry
about.  RFC 5378 improves the situation in some specific cases but does
not solve the general problem, and understanding whether the specific
case rules apply or not is complex.

 I suppose pseudo-code might be a gray area tht will depend on how
 paranoid of a lawyer you are dealing with.  One who uses the argument
 that copyright can not protect ideas, just the expression of the
 idea, will probably say that it's OK.  One who tries to draw a
 parallel to translations as derived works might be more concerned.

A more realistic approach may be to think about how text in RFCs are
used.  Text often end up in free software projects as comments.  This is
useful and helps get the RFC implemented correctly in a more
maintainable fashion.  The goals of the IETF is furthered by this, I
argue, so it is disappointing RFC 5378 does not solve the problem.

/Simon
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Re: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-10 Thread Theodore Tso
On Sat, Jan 10, 2009 at 02:37:50PM +0100, Simon Josefsson wrote:
  We do have precedent for include code that has explicit open source
  licensing rights.  For example, the MD5 implementation in RFC 1321 has
  an explicit BSD-style license.
 
 Sure, but under the post-RFC 2026 rules that would not be allowed since
 the rules do not permit additional copyright notices to be present in
 documents.  There has been exceptions and mistakes, so there are
 post-RFC 2026 documents with other licensing information in them, but
 the IESG/IAB has also rejected including free software code in RFCs.
 Allowing BSD-like code to be included in RFCs would be great step
 forward.  It is not allowed under the RFC 5378 license either, at least
 not generally when the code was not written by the document author.

This should clearly be fixed in RFC 5378-bis, in my opinion.  If the
goal is to allow code to be allowed in Open Source Software, then
requiring a maximally compatible OSS license for code makes sense.
But requiring for random protocol text, especially if this is going to
make reuse of older RFC's text, seems to not be a great cost/benefit
tradeoff.

 A more realistic approach may be to think about how text in RFCs are
 used.  Text often end up in free software projects as comments.  This is
 useful and helps get the RFC implemented correctly in a more
 maintainable fashion.  The goals of the IETF is furthered by this, I
 argue, so it is disappointing RFC 5378 does not solve the problem.

At least in the linux kernel, quoting a 2-3 sentences of an RFC in
comments is common practice, even before RFC 5378.  It is also been
done with great frequency in documentation, magazine articles and
journals, and so on.  Fair use takes care of this problem, and there I
don't think even the most insanely paranoid and unreasonable corporate
lawyer would think that 2-3 sentences quoted in manuals, code, etc.,
would be unreasonable.  

Certainly this is something where we have over two decades historical
practice, and if anyone thinks an IETF contributor or company would be
suicidially idiotic enough from a Public Relations point of view to
try to sue someone for using 2-3 sentences when this would be pretty
clearly fair use, and the reputations of said IETF contributor or
company would be pilloried in the press, I would gently suggest that
whoever is worried about is greatly disconneted from reality, if they
were to think about the risks involved.

- Ted
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RE: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-10 Thread Lawrence Rosen
Bill Manning wrote:
 This document is an Internet-Draft and is subject to all provisions of
 Section 10 of RFC2026 except that the right to produce derivative works
 is not granted.
-  and  -
 So for some IETF work product, there are/were people who assert a
 private ownership right in the materials they generated.  I think 
 that the IETF Trust should be very careful in using/reusing that 
 material, esp w/o asking permission.

This is consistent with what I've been saying, namely that IETF RFCs are
joint works of authorship.

1. The fact that IETF never previously granted the right to produce
derivative works can easily be corrected by one of the joint copyright
owners, in this case the IETF Trust, now granting that license. As I
understand it, this is what Simon and others have been arguing for all along
for the IETF out-license.

2. The IETF Trust owns a joint copyright. That also means that we can't
object if the other joint copyright owners assert their own private
ownership rights in the materials they generated. Who's stopping them? None
of the joint owners needs to ask permission of IETF or any others to do
anything they want with those jointly-owned IETF RFCs.

 There, I've spoken up ... reserving my right to speak now and later
 on this topic. (not going to forever hold my peace).

Please excuse my poetic turn of phrase. As others have privately pointed out
to me, it is unlikely that anyone on here will respond to my plea to declare
their private claims any more than anyone does even at the worst of
weddings. That is another reason why the IETF Trust asking permission to do
what we wish with our own industry standards is such a futile exercise.
Hardly anyone has the courage or incentive to say No and publicly declare
their private ownership of our common standards. That is why we have to take
the risk to do what we need to do and simply dare anyone on here to sue IETF
when we allow certain kinds of derivative works.

For the lawyers on here, I'm hoping that silence now, particularly by the
major IETF contributors on this list, will be interpreted as laches or
waiver if one of them later claims an exclusive copyright interest in any
IETF RFC.

/Larry




 -Original Message-
 From: Bill Manning [mailto:bmann...@isi.edu]
 Sent: Saturday, January 10, 2009 3:16 AM
 To: Lawrence Rosen
 Cc: 'IETF Discussion'
 Subject: Re: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your
 reviewand comments on a proposed Work-Around to the Pre-5378 Problem
 
 On Fri, Jan 09, 2009 at 02:16:43PM -0800, Lawrence Rosen wrote:
 
  That's why I challenged Ted Hardie directly. Please don't take it
 personally
  or as flaming, but anyone who wants to assert a private ownership right
 in
  any copyright in any IETF RFC ought to do so now or forever hold your
 peace.
  Otherwise, I think it best that the IETF Trust exercise its rights under
 its
  joint copyright to do whatever is deemed appropriate and in the public
  interest, as determined by the IETF Trustees and its legal counsel, and
 not
  ask permission.
 
  /Larry
 
 
   are you talking about -all- IETF related documents (IDs, postings,
   april 1st RFCs, etc...) or RFCs that are standards?  (discounting
   BCPs, Informational RFCs, etc)
 
   for a period of time, text like this appeared in at least a dozen
   documents:
 
 This document is an Internet-Draft and is subject to all provisions of
 Section 10 of RFC2026 except that the right to produce derivative works
 is not granted.
 
   there were even a few documents that had explicit copyright
 statements
   that excluded ISOC  IETF from doing anything with the document,
 other
   than the right to publish for the period of performance for an ID,
 e.g.
   no longer than six months.
 
   one reaction to that was the promulgation of the Note Well legal
 advice
   and the path that lead us to this point.
 
   So for some IETF work product, there are/were people who assert a
 private
   ownership right in the materials they generated.  I think that the
 IETF
   Trust should be very careful in using/reusing that material, esp w/o
   asking permission.
 
   There, I've spoken up ... reserving my right to speak now and later
 on this
   topic. (not going to forever hold my peace).
 
 
 
 --bill
 Opinions expressed may not even be mine by the time you read them, and
 certainly don't reflect those of any other entity (legal or otherwise).

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Re: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-10 Thread John C Klensin
+1

It seems to me that we are spending a great deal of energy on
non-problems (including the one Ted discusses below) and too
little time on real issues... like how to encourage people to do
real work around here (where requiring authors try to figure out
who might have contributed parts of a document that a
predecessor to one they are working on and get them to sign off
is not encouragement).

john


--On Saturday, January 10, 2009 14:10 -0500 Theodore Tso
ty...@mit.edu wrote:

 At least in the linux kernel, quoting a 2-3 sentences of an
 RFC in comments is common practice, even before RFC 5378.  It
 is also been done with great frequency in documentation,
 magazine articles and journals, and so on.  Fair use takes
 care of this problem, and there I don't think even the most
 insanely paranoid and unreasonable corporate lawyer would
 think that 2-3 sentences quoted in manuals, code, etc., would
 be unreasonable.  
 
 Certainly this is something where we have over two decades
 historical practice, and if anyone thinks an IETF contributor
 or company would be suicidially idiotic enough from a Public
 Relations point of view to try to sue someone for using 2-3
 sentences when this would be pretty clearly fair use, and the
 reputations of said IETF contributor or company would be
 pilloried in the press, I would gently suggest that whoever is
 worried about is greatly disconneted from reality, if they
 were to think about the risks involved.




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Re: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-10 Thread Brian E Carpenter
Ted,

On 2009-01-11 08:10, Theodore Tso wrote:

...
 If the
 goal is to allow code to be allowed in Open Source Software, then
 requiring a maximally compatible OSS license for code makes sense.
 But requiring for random protocol text, especially if this is going to
 make reuse of older RFC's text, seems to not be a great cost/benefit
 tradeoff.

As a point of information, this was raised as an issue in the IPR WG
because of cases where it makes more sense to recycle text extracts
from RFCs in product documentation than to paraphrase the RFC. The
consensus was to cover it in 5378. The only glitch is that we forgot
to insert a transition rule for old stuff.

Brian
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RE: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-10 Thread John C Klensin


--On Saturday, January 10, 2009 11:17 -0800 Lawrence Rosen
lro...@rosenlaw.com wrote:

... 
 For the lawyers on here, I'm hoping that silence now,
 particularly by the major IETF contributors on this list, will
 be interpreted as laches or waiver if one of them later claims
 an exclusive copyright interest in any IETF RFC.

Larry,

Please don't ask me to waive anything, explicitly or implicitly,
without identifying who you are representing in this matter and
related ones... or making a clear enough statement that you are
working strictly pro bono and in your perception of the public
interest to create COI or other problems should you later choose
to represent some particular interest in the area.

Failure to do either while pressing IETF participants to
disclose what we might or might not do in the future, or waive
the right to do anything by not making such a disclosure,
borders on the sort of activity that has given your profession a
reputation for being ethically challenged in many lay quarters
(from Shakespeare's recommendation about how to dispose of the
problem forward and probably much earlier).

I trust that even the most creative of lawyers cannot interpret
my comments above, or Bill's similar ones, as silence.   While
I cannot speak for anyone else, and would not try, I don't
believe you can either (at least without identifying them as
parties with whom you have a client-attorney relationship).

Just my opinion.

john

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Re: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-10 Thread Bill Manning
On Sat, Jan 10, 2009 at 11:17:47AM -0800, Lawrence Rosen wrote:
 Bill Manning wrote:
  This document is an Internet-Draft and is subject to all provisions of
  Section 10 of RFC2026 except that the right to produce derivative works
  is not granted.
 -  and  -
  So for some IETF work product, there are/were people who assert a
  private ownership right in the materials they generated.  I think 
  that the IETF Trust should be very careful in using/reusing that 
  material, esp w/o asking permission.
 
 This is consistent with what I've been saying, namely that IETF RFCs are
 joint works of authorship.

er... thats -NOT- what I was trying to point out.  The IETF
was given permission to publish an authors work but was not
allowed to impune joint authorship. The IETF did not create the
work - it provided a publication vehicle.

 
 1. The fact that IETF never previously granted the right to produce
 derivative works can easily be corrected by one of the joint copyright
 owners, in this case the IETF Trust, now granting that license. As I
 understand it, this is what Simon and others have been arguing for all along
 for the IETF out-license.

going forward, perhaps.  retro-active, not so sure.

 2. The IETF Trust owns a joint copyright. That also means that we can't
 object if the other joint copyright owners assert their own private
 ownership rights in the materials they generated. Who's stopping them? None
 of the joint owners needs to ask permission of IETF or any others to do
 anything they want with those jointly-owned IETF RFCs.

I think the basis of the argument revolves around the assertion
of joint ownership. ... and there are concerns with all forms
of communications over IETF sanctioned/sponsored channels - e.g.
the Note Well - not just the RFC series.

 
  There, I've spoken up ... reserving my right to speak now and later
  on this topic. (not going to forever hold my peace).
 
 Please excuse my poetic turn of phrase. As others have privately pointed out
 to me, it is unlikely that anyone on here will respond to my plea to declare
 their private claims any more than anyone does even at the worst of
 weddings. That is another reason why the IETF Trust asking permission to do
 what we wish with our own industry standards is such a futile exercise.
 Hardly anyone has the courage or incentive to say No and publicly declare
 their private ownership of our common standards. That is why we have to take
 the risk to do what we need to do and simply dare anyone on here to sue IETF
 when we allow certain kinds of derivative works.

thats ok... i'm not really anyone so i am sorry for taking 
your statements at face value.

 For the lawyers on here, I'm hoping that silence now, particularly by the
 major IETF contributors on this list, will be interpreted as laches or
 waiver if one of them later claims an exclusive copyright interest in any
 IETF RFC.

sorry - not waiving those rights to you or anyone else.

--bill
 
 /Larry
 
 
 
 
  -Original Message-
  From: Bill Manning [mailto:bmann...@isi.edu]
  Sent: Saturday, January 10, 2009 3:16 AM
  To: Lawrence Rosen
  Cc: 'IETF Discussion'
  Subject: Re: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your
  reviewand comments on a proposed Work-Around to the Pre-5378 Problem
  
  On Fri, Jan 09, 2009 at 02:16:43PM -0800, Lawrence Rosen wrote:
  
   That's why I challenged Ted Hardie directly. Please don't take it
  personally
   or as flaming, but anyone who wants to assert a private ownership right
  in
   any copyright in any IETF RFC ought to do so now or forever hold your
  peace.
   Otherwise, I think it best that the IETF Trust exercise its rights under
  its
   joint copyright to do whatever is deemed appropriate and in the public
   interest, as determined by the IETF Trustees and its legal counsel, and
  not
   ask permission.
  
   /Larry
  
  
  are you talking about -all- IETF related documents (IDs, postings,
  april 1st RFCs, etc...) or RFCs that are standards?  (discounting
  BCPs, Informational RFCs, etc)
  
  for a period of time, text like this appeared in at least a dozen
  documents:
  
  This document is an Internet-Draft and is subject to all provisions of
  Section 10 of RFC2026 except that the right to produce derivative works
  is not granted.
  
  there were even a few documents that had explicit copyright
  statements
  that excluded ISOC  IETF from doing anything with the document,
  other
  than the right to publish for the period of performance for an ID,
  e.g.
  no longer than six months.
  
  one reaction to that was the promulgation of the Note Well legal
  advice
  and the path that lead us to this point.
  
  So for some IETF work product, there are/were people who assert a
  private
  ownership right in the materials they generated.  I think that the
  IETF
  Trust 

Re: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-09 Thread Martin Duerst
At 13:13 09/01/09, Brian E Carpenter wrote:

On 2009-01-09 13:59, Stephen Farrell wrote:
 +1 to fred's proposal, let the exceptions be just that and don't bother
 most I-D authors,
 Stephen.
 
 On 8 Jan 2009, at 22:49, Fred Baker f...@cisco.com wrote:
 
 You asked me to make this comment publicly, so here it is.

 From my perspective, the best approach involves keeping the general
 case simple. The documents that have been transferred outside the IETF
 in the past five years is a single digit number, a tenth of a percent
 of all RFCs if not a smaller fraction. 

If that was the main problem, I would agree. But it isn't; it's the ability
to allow appropriate use of extracts, including code extracts, in 3rd
party documents.

First, my gut feeling would be that use of ABNF and similar stuff
in actual implementations might simply be considered fair use, or
it may just be possible to consider implementations as part of the
IETF standards process (which they very much are).

The situation may be somewhat different for longer/longish pieces
of code, a typical example of which might be Appendix A of
http://www.ietf.org/rfc/rfc2192.txt. But the code is essentially
there to serve as an example, as an additional guarantee that
there is a common, shared understanding of the specification,
not as a drop-in implementation. Also, such code in many
instances is already covered under a more appropriate licence
anyway.


That potentially concerns every RFC,

Given the above (some of which might be a bit out on a limb, or not),
I'm still not convinced the potential issue is that big.

and automatically
concerns every RFC that is a new version of an older one.

It isn't hard to fix in my opinion (well, I just posted a draft with
the proposed fix) and I don't see that it *requires* any tool fixes.
Optionally, the tools could provide a macro that expands to the
disclaimer text, but cut-and-paste would work equally well.

I have read your draft. I have one suggestion for modification.
The text says:

   the person(s) controlling the copyright in
   such material have not granted the IETF Trust the right to allow
   modifications of such material outside the IETF Standards Process.

I think it might be more appropriate to change the person(s) to
some person(s).


Overall, I think currently the aspect most overlooked in the general
discussion, but most relevant for somebody who would actually like
to move on with publications (I'm both a WG chair with some drafts
that have completed WG Last Call, but which are now in RFC 5378 limbo,
and an author of some individual IDs that I'd like to update
and move forward) is:

WHO exactly are we supposed to get permissions from.

The situation of a deceased author is a tought one, but it's an
obvious one. But I haven't seen any clear answer to whether
permission from all the authors/editors (the people listed in
the front of the document) is sufficient, whether we have to
ask everybody above a certain percentage of email contributions
in the WG, everybody who's mentioned in the Acks section, or
what. It's a significant nuissance for everybody to go around
and beg people (maybe including for their former employer)
to confirm something they probably couldn't care less, even if
they otherwise think the IETF does great stuff and everything.
So it would really be good to know who exactly has to be
bothered, and who not.

Regards,Martin.



#-#-#  Martin J. Durst, Assoc. Professor, Aoyama Gakuin University
#-#-#  http://www.sw.it.aoyama.ac.jp   mailto:due...@it.aoyama.ac.jp 

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Re: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-09 Thread Marshall Eubanks


On Jan 9, 2009, at 5:42 AM, Martin Duerst wrote:


At 13:13 09/01/09, Brian E Carpenter wrote:


On 2009-01-09 13:59, Stephen Farrell wrote:
+1 to fred's proposal, let the exceptions be just that and don't  
bother

most I-D authors,
Stephen.

On 8 Jan 2009, at 22:49, Fred Baker f...@cisco.com wrote:


You asked me to make this comment publicly, so here it is.



From my perspective, the best approach involves keeping the general
case simple. The documents that have been transferred outside the  
IETF
in the past five years is a single digit number, a tenth of a  
percent

of all RFCs if not a smaller fraction.


If that was the main problem, I would agree. But it isn't; it's the  
ability

to allow appropriate use of extracts, including code extracts, in 3rd
party documents.


First, my gut feeling would be that use of ABNF and similar stuff
in actual implementations might simply be considered fair use, or
it may just be possible to consider implementations as part of the
IETF standards process (which they very much are).

The situation may be somewhat different for longer/longish pieces
of code, a typical example of which might be Appendix A of
http://www.ietf.org/rfc/rfc2192.txt. But the code is essentially
there to serve as an example, as an additional guarantee that
there is a common, shared understanding of the specification,
not as a drop-in implementation. Also, such code in many
instances is already covered under a more appropriate licence
anyway.



That potentially concerns every RFC,


Given the above (some of which might be a bit out on a limb, or not),
I'm still not convinced the potential issue is that big.


and automatically
concerns every RFC that is a new version of an older one.

It isn't hard to fix in my opinion (well, I just posted a draft with
the proposed fix) and I don't see that it *requires* any tool fixes.
Optionally, the tools could provide a macro that expands to the
disclaimer text, but cut-and-paste would work equally well.


I have read your draft. I have one suggestion for modification.
The text says:

  the person(s) controlling the copyright in
  such material have not granted the IETF Trust the right to allow
  modifications of such material outside the IETF Standards Process.

I think it might be more appropriate to change the person(s) to
some person(s).


That is really the Trust's text, from

http://trustee.ietf.org/docs/Draft-Update-to-IETF-Trust-Legal-Provisions-1-06-09.pdf

And, it is from the DRAFT legal provisions, not the current legal  
provisions.


At any rate, I think it needs to be persons or entities as some  
copyrights are controlled by corporations, universities

or maybe even governments.

Regards
Marshall





Overall, I think currently the aspect most overlooked in the general
discussion, but most relevant for somebody who would actually like
to move on with publications (I'm both a WG chair with some drafts
that have completed WG Last Call, but which are now in RFC 5378  
limbo,

and an author of some individual IDs that I'd like to update
and move forward) is:

WHO exactly are we supposed to get permissions from.

The situation of a deceased author is a tought one, but it's an
obvious one. But I haven't seen any clear answer to whether
permission from all the authors/editors (the people listed in
the front of the document) is sufficient, whether we have to
ask everybody above a certain percentage of email contributions
in the WG, everybody who's mentioned in the Acks section, or
what. It's a significant nuissance for everybody to go around
and beg people (maybe including for their former employer)
to confirm something they probably couldn't care less, even if
they otherwise think the IETF does great stuff and everything.
So it would really be good to know who exactly has to be
bothered, and who not.

Regards,Martin.



#-#-#  Martin J. Durst, Assoc. Professor, Aoyama Gakuin University
#-#-#  http://www.sw.it.aoyama.ac.jp   mailto:due...@it.aoyama.ac.jp



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Re: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-09 Thread Thomas Narten
Martin Duerst due...@it.aoyama.ac.jp writes:

 WHO exactly are we supposed to get permissions from.

 The situation of a deceased author is a tought one, but it's an
 obvious one. But I haven't seen any clear answer to whether
 permission from all the authors/editors (the people listed in
 the front of the document) is sufficient, whether we have to
 ask everybody above a certain percentage of email contributions
 in the WG, everybody who's mentioned in the Acks section, or
 what. It's a significant nuissance for everybody to go around
 and beg people (maybe including for their former employer)
 to confirm something they probably couldn't care less, even if
 they otherwise think the IETF does great stuff and everything.
 So it would really be good to know who exactly has to be
 bothered, and who not.

IANAL, but if you are expecting anyone (like the IETF) to give a clear
final, legally defensible answer to who do you need permission from,
you won't get it. That is the nature of legal questions and is what
makes this entire discussion so difficult. And why what is an
accptable risk for you may not be an acceptable risk for me or someone
else.

To answer the question, you have to look at who bears the risk if they
make an assertion (i.e, by claiming that all contributers have signed
off) that someone later challenges. And what the potential
consequences would be.

How likely is such a challenge? (the answer is almost always it
depends).

What is the likelyhood of a challenge having merit? (answer is it
depends).

What is the cost (time/money/aggrevation) of having to deal with such
a situation? (it depends -- see the pattern?)

While you (personally) may think the risk is negligble and silly, does
your employer (who also probably bears some risk) share your opinion
(it depends).

Etc.

And, it is all made that much worse by having to go through the same
excercise for each document. Having done the analysis on 10 documents,
doesn't help you much when it comes to the next document.

Thomas
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Re: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-09 Thread Marshall Eubanks


On Jan 9, 2009, at 10:16 AM, Thomas Narten wrote:


Martin Duerst due...@it.aoyama.ac.jp writes:


WHO exactly are we supposed to get permissions from.



The situation of a deceased author is a tought one, but it's an
obvious one. But I haven't seen any clear answer to whether
permission from all the authors/editors (the people listed in
the front of the document) is sufficient, whether we have to
ask everybody above a certain percentage of email contributions
in the WG, everybody who's mentioned in the Acks section, or
what. It's a significant nuissance for everybody to go around
and beg people (maybe including for their former employer)
to confirm something they probably couldn't care less, even if
they otherwise think the IETF does great stuff and everything.
So it would really be good to know who exactly has to be
bothered, and who not.


IANAL, but if you are expecting anyone (like the IETF) to give a clear
final, legally defensible answer to who do you need permission from,
you won't get it. That is the nature of legal questions and is what
makes this entire discussion so difficult. And why what is an
accptable risk for you may not be an acceptable risk for me or someone
else.


My personal feeling is that is it is reasonable to ask authors to give  
their
permission, and to obtain their company's permission, if need be, but  
that
it is not reasonable to ask _authors_ to obtain permissions from third  
parties.


Regards
Marshall






To answer the question, you have to look at who bears the risk if they
make an assertion (i.e, by claiming that all contributers have signed
off) that someone later challenges. And what the potential
consequences would be.

How likely is such a challenge? (the answer is almost always it
depends).

What is the likelyhood of a challenge having merit? (answer is it
depends).

What is the cost (time/money/aggrevation) of having to deal with such
a situation? (it depends -- see the pattern?)

While you (personally) may think the risk is negligble and silly, does
your employer (who also probably bears some risk) share your opinion
(it depends).

Etc.

And, it is all made that much worse by having to go through the same
excercise for each document. Having done the analysis on 10 documents,
doesn't help you much when it comes to the next document.

Thomas
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Re: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-09 Thread John C Klensin


--On Friday, January 09, 2009 10:16 -0500 Thomas Narten
nar...@us.ibm.com wrote:

 Martin Duerst due...@it.aoyama.ac.jp writes:
 
 WHO exactly are we supposed to get permissions from.
 
 The situation of a deceased author is a tought one, but it's
 an obvious one. But I haven't seen any clear answer to whether
 permission from all the authors/editors (the people listed in
...

 IANAL, but if you are expecting anyone (like the IETF) to give
 a clear final, legally defensible answer to who do you need
 permission from, you won't get it. That is the nature of
 legal questions and is what makes this entire discussion so
 difficult. And why what is an accptable risk for you may not
 be an acceptable risk for me or someone else.
 
 To answer the question, you have to look at who bears the risk
 if they make an assertion (i.e, by claiming that all
 contributers have signed off) that someone later challenges.
 And what the potential consequences would be.

I think this is the crux of the issue.  Let's consider three
possible assertions (deliberately trying to avoid expressing
them in lawyer-speak):

(1) I give the Trust any rights that I or my company
have and can give, but make absolutely no assertions
about anyone else's rights.

(2) I give the Trust any rights that I or my company
have and can give, and have verified that everyone
listed on the front page (or in some other list), with
the following exceptions, have signed off on this.  But
I make absolutely no assertions about either the rights
of anyone not listed, nor about anyone whom I had to
identify as an exception.

(3) I transfer all rights in the document to the Trust
and guarantee the Trust that I've gotten the ok to do so
from everyone who might be able to assert a claim of
rights to the content, whether they are explicitly
listed or not and whether the claim is bogus or not.
Implicitly, if the Trust acts on the assumption that
they have all the rights and someone complains or
litigates, that is my problem to defend against and not
the Trust's.

Unless I am hugely confident, either

*  That I wrote every word of the text myself,
paraphrasing contributions or suggestions from others,
or 

* that no one will pop out of the woodwork,

I believe that making assertion (3) is basically insane unless
one is convinced that no one will _ever_ litigate any of this.
If the Trust and IPR WG believed the latter, we wouldn't need
any of this stuff, so forget that.  The 2026/ 3739/ 4879
requirement is not insane because it only requires me to make
assertions based on what I can be reasonably expected to know
(and the transfer is less general, lowering the odds of protests
somewhat).  That doesn't eliminate the risk, but, IMO, brings it
into manageable proportions.

(1) is easy.  (2) is a lot harder, but still plausible.   But
either of those do the one thing that (3) does not and that the
current state of things seem intended to avoid: With (1) or (2),
the Trust cannot write licenses that assert that they actually
control all of the relevant rights (at least without a lot of
expensive insurance).  Consequently, with either of those
options, the risk that someone unidentified might show up and
assert a claim falls on either the Trust or the user of the
material, not the author/editor of the document.

That is the common characteristic of my I-D, Brian's recent I-D,
and at least part of some of the repeal 5378 suggestions: the
Trust doesn't get to assume that they have clear and unambiguous
title to documents and permission to license them further on
whatever terms they determine (and that, if the assumption is
wrong, it is the author's problem).

It is also, IMO, the fundamental problem with 5378/5377 and with
almost any attempt to patch them.  They are designed to protect
the Trust against granting rights it doesn't have by making the
submitter assume all of the obligations and risks of
guaranteeing the Trust that it does have certain rights.  That
is just not how we ought to be designing things if we want
people to make contributions to the IETF that build on the work
of others.

YMMD
   john

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RE: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-09 Thread Lawrence Rosen
John Leslie wrote:
I may not be the one to explain, but I _don't_ think that's what
 the proposal calls for. I think it calls for inclusion of the
 boilerplate I listed above, which simply disclaims knowledge of
 _whether_ all the rights of 5378 are granted (and thus derivative
 works outside the IETF Standards Process are not authorized by
 the IETF Trust).

I want derivative works outside the IETF Standards Process to be
authorized by the IETF Trust and see no legal reason, at least in US law,
why the IETF Trust can't authorize that without even mentioning the
co-authors of those RFCs.

The concern expressed in this thread is whether derivative works are
authorized by the co-authors of those earlier RFCs. We need no statement
(admission of guilt or otherwise) about that. Users of IETF RFCs should be
comfortable that at least the IETF Trust authorizes such derivative works. 

Certainly the term open industry standard must mean that an RFC is a
cooperative expressive and technical work by individuals and companies
interested in a common result. We should accept the notion that IETF, and
now the IETF Trust, as a public interest corporation that manages the
expressive creative activities through which these joint works are written,
is the joint owner of copyright in every RFC. As such, a license from the
IETF Trust is all we need to create derivative works, without even asking
the co-authors of those old (or new) documents. 

Does anyone here believe that the IETF Trust doesn't own a joint copyright
interest in every RFC it publishes and can thus authorize derivative works
of those RFCs? [1]

/Larry

[1] I intentionally avoid the argument, made in my previous emails here,
that we don't even need the permission of the IETF Trust to copy and
modify--when necessary for functional purposes--any industry standard
specification. That's a bigger argument based on 17 USC 102(b), not one
based on the Copyright Act definition of joint work:

   A 'joint work' is a work prepared by two or more authors 
   with the intention that their contributions be merged into 
   inseparable or interdependent parts of a unitary whole. 
   17 USC 101.



Lawrence Rosen
Rosenlaw  Einschlag, a technology law firm (www.rosenlaw.com)
3001 King Ranch Road, Ukiah, CA 95482
707-485-1242 * cell: 707-478-8932 * fax: 707-485-1243
Skype: LawrenceRosen


 -Original Message-
 From: ietf-boun...@ietf.org [mailto:ietf-boun...@ietf.org] On Behalf Of
 John Leslie
 Sent: Friday, January 09, 2009 10:15 AM
 To: dcroc...@bbiw.net
 Cc: IETF Discussion
 Subject: Re: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your
 reviewand comments on a proposed Work-Around to the Pre-5378 Problem
 
 Dave CROCKER d...@dcrocker.net wrote:
 
  A number of the comments, so far, appear to hinge on a rather basic
  cost/benefit model that is clearly quite different from what the
 proposal
  is based.  I suspect that difference comes from a different sense of the
  problem, per John Klensin's posting.
 
Agreed.
 
  My reference to legality is based on a view of the proposal which sees
  it as having individual submitters essentially say I am required to get
  permission and I have not gotten it. That's an admission of guilt...
 
I don't read it that way. Refer to:
 
 http://trustee.ietf.org/docs/Draft-Update-to-IETF-Trust-Legal-Provisions-
 1-06-09.pdf
 ]
 ] 6. c. iii.
 ] ... This document contains material from IETF Documents or IETF
 ] Contributions published before November 10, 2008 and, to the
 ] Contributor's knowledge, the person(s) controlling the copyright
 ] in such material have not granted the IETF Trust the right to allow
 ] modifications of such material outside the IETF Standards Process.
 ] Without obtaining an adequate license from the person(s) controlling
 ] the copyright, this document may not be modified outside the IETF
 ] Standards Process, and derivative works of it may not be created
 ] outside the IETF Standards Process, except to format it for
 ] publication as an RFC and to translate it into languages other than
 ] English.
 
If you believe there is an admission of guilt there, please send
 text. (But understand, lawyers have to sign off on any changes.)
 
  And if you don't think that's what the proposal calls for, please
  explain, because I don't think my interpretation is all that creative.
 
I may not be the one to explain, but I _don't_ think that's what
 the proposal calls for. I think it calls for inclusion of the
 boilerplate I listed above, which simply disclaims knowledge of
 _whether_ all the rights of 5378 are granted (and thus derivative
 works outside the IETF Standards Process are not authorized by
 the IETF Trust).
 
  This situation has halted the progression of some Internet-Drafts and
  interrupted the publication of some RFCs.
 
  This means that we have a crisis which is stopping productive work,
  yet the crisis appears to be caused by a faulty new requirement,
  rather than by the situation 

RE: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-09 Thread Ted Hardie
At 11:09 AM -0800 1/9/09, Lawrence Rosen wrote:
We should accept the notion that IETF, and
now the IETF Trust, as a public interest corporation that manages the
expressive creative activities through which these joint works are written,
is the joint owner of copyright in every RFC. As such, a license from the
IETF Trust is all we need to create derivative works, without even asking
the co-authors of those old (or new) documents.

Does anyone here believe that the IETF Trust doesn't own a joint copyright
interest in every RFC it publishes and can thus authorize derivative works
of those RFCs? [1]

Are you willing to personally indemnify the individuals who are later
sued by those who don't hold this view or are you willing to pay for
the appropriate insurance cover?

Take a look for a moment at RFC 2822.  It is a successor to a document
that does not contain an ISOC copyright (because ISOC came into being
approximately 10 years later).  It does have an ISOC copyright
but RFC 2822 also has a very extensive list of contributors:

   Matti Aarnio  Barry Finkel   Larry Masinter
   Tanaka Akira  Erik Forsberg  Denis McKeon
   Russ Allbery  Chuck Foster   William P McQuillan
   Eric Allman   Paul Fox   Alexey Melnikov
   Harald Tveit Alvestrand   Klaus M. Frank Perry E. Metzger
   Ran Atkinson  Ned Freed  Steven Miller
   Jos BackusJochen Friedrich   Keith Moore
   Bruce Balden  Randall C. Gellens John Gardiner Myers
   Dave Barr Sukvinder Singh Gill   Chris Newman
   Alan Barrett  Tim GoodwinJohn W. Noerenberg
   John Beck Philip GuentherEric Norman
   J. Robert von Behren  Tony HansenMike O'Dell
   Jos den BekkerJohn Hawkinson Larry Osterman
   D. J. Bernstein   Philip Hazel   Paul Overell
   James BerrimanKai Henningsen Jacob Palme
   Norbert BollowRobert Herriot Michael A. Patton
   Raj Bose  Paul Hethmon   Uzi Paz
   Antony Bowesman   Jim Hill   Michael A. Quinlan
   Scott Bradner Paul E. HoffmanEric S. Raymond
   Randy BushSteve Hole Sam Roberts
   Tom Byrer Kari HurttaHugh Sasse
   Bruce CampbellMarco S. Hyman Bart Schaefer
   Larry CampbellOfer Inbar Tom Scola
   W. J. Carpenter   Olle Jarnefors Wolfgang Segmuller
   Michael Chapman   Kevin Johnson  Nick Shelness
   Richard Clayton   Sudish Joseph  John Stanley
   Maurizio Codogno  Maynard Kang   Einar Stefferud
   Jim Conklin   Prabhat Keni   Jeff Stephenson
   R. Kelley CookJohn C. KlensinBernard Stern
   Steve CoyaGraham Klyne   Peter Sylvester
   Mark Crispin  Brad Knowles   Mark Symons
   Dave Crocker  Shuhei Kobayashi   Eric Thomas
   Matt Curtin   Peter Koch Lee Thompson
   Michael D'Errico  Dan Kohn   Karel De Vriendt
   Cyrus Daboo   Christian KuhtzMatthew Wall
   Jutta Degener Anand Kumria   Rolf Weber
   Mark Delany   Steen Larsen   Brent B. Welch
Steve Dorner  Eliot Lear Dan Wing
   Harold A. DriscollBarry LeibaJack De Winter
   Michael ElkinsJay Levitt Gregory J. Woodhouse
   Robert ElzLars-Johan Liman   Greg A. Woods
   Johnny Eriksson   Charles LindseyKazu Yamamoto
   Erik E. Fair  Pete LoshinAlain Zahm
   Roger Fajman  Simon LyallJamie Zawinski
   Patrik Faltstrom  Bill Manning   Timothy S. Zurcher
   Claus Andre FarberJohn Martin

It would be reasonable for everyone in that list to believe that
their work could be re-used within the IETF context (it post
dates RFC 2026 sufficiently for that).   We have now changed
the rules such that their work can be used in other contexts,
provided the Trust authorizes it; prior to that, the individuals
would have had to authorize it.To let the Trust authorize that without
explicit permission requires us to believe that everyone in that
list (and every other similar list) either believed at the time
that their work could be so used, believes now that it can
be so used, or is sufficiently laissez-faire that they won't
do anything to stop it, even if they don't agree.

My reading of John's point is that this creates either a coordination
burden or a legal risk for the authors re-using text created prior to
the new rules. He doesn't want to bear that burden/risk, and I don't
think the Trust can 

RE: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-09 Thread Lawrence Rosen
Ted Hardie asked me:
 Are you willing to personally indemnify the individuals who are later
 sued by those who don't hold this view or are you willing to pay for
 the appropriate insurance cover?

Of course not. Are you (or your company) warning me that *you* might sue me
for infringement of anything you contributed to a joint industry standard
RFC? If so, thanks for the warning. Now, I'll ignore it. As I hope will most
of the people and companies who rely on IETF RFCs. You can't threaten me by
listing hundreds of people who had something to do with an RFC in the past.
Or make me beg you or your company or any of those people for permission in
order to treat an industry standard as a part of our common heritage with
the authority in the IETF Trust to deal with it (as a copyrighted document)
as it wishes in the public interest.

 It would be reasonable for everyone in that list to believe that
 their work could be re-used within the IETF context (it post
 dates RFC 2026 sufficiently for that).   We have now changed
 the rules such that their work can be used in other contexts,
 provided the Trust authorizes it; prior to that, the individuals
 would have had to authorize it.

Under US law, a joint copyright owner doesn't have to ask anyone's
permission to change the rules. Sorry you don't like that. Or are you
threatening to sue the IETF Trust if it changes the rules? Based on what
legal principle?

/Larry



 -Original Message-
 From: Ted Hardie [mailto:har...@qualcomm.com]
 Sent: Friday, January 09, 2009 11:42 AM
 To: lro...@rosenlaw.com; 'IETF Discussion'
 Subject: RE: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your
 reviewand comments on a proposed Work-Around to the Pre-5378 Problem
 
 At 11:09 AM -0800 1/9/09, Lawrence Rosen wrote:
 We should accept the notion that IETF, and
 now the IETF Trust, as a public interest corporation that manages the
 expressive creative activities through which these joint works are
 written,
 is the joint owner of copyright in every RFC. As such, a license from the
 IETF Trust is all we need to create derivative works, without even asking
 the co-authors of those old (or new) documents.
 
 Does anyone here believe that the IETF Trust doesn't own a joint
 copyright
 interest in every RFC it publishes and can thus authorize derivative
 works
 of those RFCs? [1]
 
 Are you willing to personally indemnify the individuals who are later
 sued by those who don't hold this view or are you willing to pay for
 the appropriate insurance cover?
 
 Take a look for a moment at RFC 2822.  It is a successor to a document
 that does not contain an ISOC copyright (because ISOC came into being
 approximately 10 years later).  It does have an ISOC copyright
 but RFC 2822 also has a very extensive list of contributors:
 
Matti Aarnio  Barry Finkel   Larry Masinter
Tanaka Akira  Erik Forsberg  Denis McKeon
Russ Allbery  Chuck Foster   William P McQuillan
Eric Allman   Paul Fox   Alexey Melnikov
Harald Tveit Alvestrand   Klaus M. Frank Perry E. Metzger
Ran Atkinson  Ned Freed  Steven Miller
Jos BackusJochen Friedrich   Keith Moore
Bruce Balden  Randall C. Gellens John Gardiner Myers
Dave Barr Sukvinder Singh Gill   Chris Newman
Alan Barrett  Tim GoodwinJohn W. Noerenberg
John Beck Philip GuentherEric Norman
J. Robert von Behren  Tony HansenMike O'Dell
Jos den BekkerJohn Hawkinson Larry Osterman
D. J. Bernstein   Philip Hazel   Paul Overell
James BerrimanKai Henningsen Jacob Palme
Norbert BollowRobert Herriot Michael A. Patton
Raj Bose  Paul Hethmon   Uzi Paz
Antony Bowesman   Jim Hill   Michael A. Quinlan
Scott Bradner Paul E. HoffmanEric S. Raymond
Randy BushSteve Hole Sam Roberts
Tom Byrer Kari HurttaHugh Sasse
Bruce CampbellMarco S. Hyman Bart Schaefer
Larry CampbellOfer Inbar Tom Scola
W. J. Carpenter   Olle Jarnefors Wolfgang Segmuller
Michael Chapman   Kevin Johnson  Nick Shelness
Richard Clayton   Sudish Joseph  John Stanley
Maurizio Codogno  Maynard Kang   Einar Stefferud
Jim Conklin   Prabhat Keni   Jeff Stephenson
R. Kelley CookJohn C. KlensinBernard Stern
Steve CoyaGraham Klyne   Peter Sylvester
Mark Crispin  Brad Knowles   Mark Symons
Dave Crocker  Shuhei Kobayashi   Eric Thomas
Matt Curtin   Peter Koch 

RE: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-09 Thread Ted Hardie
At 12:34 PM -0800 1/9/09, Lawrence Rosen wrote:
Ted Hardie asked me:
 Are you willing to personally indemnify the individuals who are later
 sued by those who don't hold this view or are you willing to pay for
 the appropriate insurance cover?

Of course not. Are you (or your company) warning me that *you* might sue me
for infringement of anything you contributed to a joint industry standard
RFC?

Nope.  And turning up the rhetoric to flame neither advances the discussion
nor makes your arguments any more valid.

Under US law, a joint copyright owner doesn't have to ask anyone's
permission to change the rules. Sorry you don't like that.

I don't have any opinion, like, or dislike  on that, and, as I said, I'm not 
lawyer.
The point made repeatedly, though, is that even if all of the current individual
contributors agree that this is the case, they run the risk of litigation by
those who do not when they use the current system.  It asks the contributor
to assert something; they either must do the work of being sure they can
make that assertion or they must assume the risk of having made the assertion
if they find themselves in disagreement with other contributors.

We did not previously get these rights explicitly; we did get others. 
Whether we have the new rights now due to the characteristics
of the work does not seem to be settled enough for the contributors
to believe they can assume the risks.  They see the enumerated
list and worry someone will sue them for it. Their lawyers may be
wrong and you right, but that doesn't get them to assume the risks.


Or are you
threatening to sue the IETF Trust if it changes the rules? Based on what
legal principle?

No, I am threatening to go get a calming cup of white tea, to remind myself
why I was so happy when the IPR working group shut down.

And, once again, I would be far happier having these discussion with
you, Larry, if you had *ever* contributed anything to the IETF that didn't
amount to mailing list political rhetoric.   Since you have no evident 
likelihood
of putting forth a document revision any of our standards, it's pretty
hard to believe your view of the risk is as personal as, say, John's.

Ted Hardie
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RE: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-09 Thread John C Klensin


--On Friday, January 09, 2009 11:42 -0800 Ted Hardie
har...@qualcomm.com wrote:

...
 My reading of John's point is that this creates either a
 coordination burden or a legal risk for the authors re-using
 text created prior to the new rules. He doesn't want to bear
 that burden/risk, and I don't think the Trust can (because it
 would have to analyze each document prior to assuming it, as
 it would be otherwise trivial for someone to submit a draft
 that clearly had no permission from the copyright holders).
 
 He wants an out that says I'm granting these rights to
 my text, you worry about any other rights.   As a transition
 to text based on documents written within the new rules,
 that may be the way to go.  What none of us wants is to
 have to restart this conversation at ground zero, because a lot
 of the other rights (like re-using code) set out in the new
 document should be applying to new work in new drafts now.

Exactly.

And note that makes a clear and plausible transition model:

(1) Pre-5378 documents exist under pre-5378 rules, so
any potential user for non-traditional purposes needs to
either figure out who the relevant authors are and get
their permission or decide the risk isn't worth worrying
about.  If some of those authors/ contributors make
explicit transfers to the Trust, that is great, but none
of them have to take responsibility for identifying all
of the others.

(3) Post-5378 new documents are posted according to 5378
rules, with no exceptions.

(2) Post-5378 documents that incorporate pre-5378
materials must used 5378 rules for any material that is
new.  For the earlier materials, and for sorting out
which is which, the burden falls on the potential user
for non-traditional purposes to either figure out who
the relevant authors are and get their permission,
determine that all relevant authors have already given
permission, or assume the risks.   No one else --neither
the author(s)/ editor(s) of the new document nor the
Trust-- is required to take responsibility for pre-5378
contributors or contributions.  Even an editor of the
new document that worked on the old material is not
required to make assertions about new rights on behalf
of his or her former employer.

This doesn't weaken the core grant of rights in 5378 in any
fundamental way.  If we are being realistic, it doesn't get us
to the point 5378 wants to get us to any more slowly.  It makes
one fundamental change: the responsibility and liability for
sorting out the IPR status of materials created and contributed
prior to the 5378 shifts from the author of a post-5378 document
to the person who wants to copy material out of that document in
excess of 2026 / 3978/ 4748 rules.  

That does not increase the burdens on that person at all
relative to the burdens he or she inevitably has with pre-5378
documents that are not being revised.  It does not increase the
risks to the Trust at all.  It does let people trying to do
technical work in the IETF do that work without signing up for
legal determinations, work, or risks that do not involve the
earlier work of others, and it is that sign-up requirement that
is the problem with 5378.

Now, what I recommend is that we try to see if we can agree that
the three-stage description above is what we intend.   If we can
agree, then the _next_ step is figuring out how to get there in
the minimum period of time.  

My problem with the Trust's latest proposed policy is that we've
got extensive evidence --including the consensus decision that
got us into the mess-- that the IETF is not good at evaluating
legal documents and theories and their possible consequences and
side-effects.  I don't believe that the right way to solve that
problem is to hand the IETF yet another legal document, with
some language and a theory in it that seems subtle, and ask us
to evaluate it.  

I believe that the IETF should accept a clearly-stated set of
principles and that the Trust should then come back and say on
the advice of Counsel, the following text implements that
principle.  If lawyers then want to argue about whether the
text is optimal to implement those principles, that is fine with
me, as long as the argument is limited to the relationship
between principles and text and not an attempt to change
principles.   Remember that the Trustees do have insurance
against getting that sort of thing wrong; the rest of us are not
insured against either getting those things wrong or against the
Trust doing so.

Now, if the Trust will reassure us, on that same basis, that the
new proposal gets us closer to those principles without creating
an additional mess that will need to be sorted out in the
future, then I'm in favor of the text.   If the Trust is really
saying, as the announcement appears to do here is 

Re: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-09 Thread Brian E Carpenter
John,

On 2009-01-10 10:32, John C Klensin wrote:
...
 And note that makes a clear and plausible transition model:
 
   (1) Pre-5378 documents exist under pre-5378 rules, so
   any potential user for non-traditional purposes needs to
   either figure out who the relevant authors are and get
   their permission or decide the risk isn't worth worrying
   about.  If some of those authors/ contributors make
   explicit transfers to the Trust, that is great, but none
   of them have to take responsibility for identifying all
   of the others.
   
   (3) Post-5378 new documents are posted according to 5378
   rules, with no exceptions.
   
   (2) Post-5378 documents that incorporate pre-5378
   materials must used 5378 rules for any material that is
   new.  For the earlier materials, and for sorting out
   which is which, the burden falls on the potential user
   for non-traditional purposes to either figure out who
   the relevant authors are and get their permission,
   determine that all relevant authors have already given
   permission, or assume the risks.   No one else --neither
   the author(s)/ editor(s) of the new document nor the
   Trust-- is required to take responsibility for pre-5378
   contributors or contributions.  Even an editor of the
   new document that worked on the old material is not
   required to make assertions about new rights on behalf
   of his or her former employer.

Thanks John, I believe that is an excellent summary of the
viable options. My draft implicitly adds

  (2.5) Post-5378 documents that incorporate pre-5378
  materials whose original contributors have duly agreed are
  posted according to 5378 rules, with no exceptions.

To my mind the main open issue is whether we want to
require authors to try for (2.5) before proceeding to (2).

Brian
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RE: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-09 Thread Lawrence Rosen
John Klensin wrote:
 Note 2: Larry, I'm not competent to debate your joint
 authorship theory and hope that no one else, at least no one
 who is not an attorney admitted to practice in some relevant
 jurisdiction, will engage you on it.  However, it appears to me
 as a non-lawyer that, if you are correct, we should be blowing
 away 5378 and all of its language and concentrating on 5377
 (which no one has attacked since the WG concluded).   If the
 theory is correct, then 5378 complicates things because it can
 easily be read as an attempt to establish principles of separate
 authorship in the IETF case and get everyone to agree to those
 principles, even if only as a between-contributors agreement.
 And one should not wish for those complications.

I agree that the proper forum for this discussion is with the officers and
legal counsel of IETF and not this public list. I have previously written to
Jorge Contreras about some of these points and am always pleased by his
thoughtful private responses.

My only reason for bringing it up again on-list is that people here are
publicly discussing specific legal wording to fix 5378. But as a fundamental
principle of property law, I don't believe in IETF asking anyone's
permission, even respected IETF contributors, to create derivative works of
works already in the public domain or any works that IETF already owns
jointly. As John Klensin noted, 5378 and the proposed workaround
complicates things because it can easily be read as an attempt to establish
principles of separate authorship in the IETF case and get everyone to agree
to those principles. I can't agree to that. Can you?

That's why I challenged Ted Hardie directly. Please don't take it personally
or as flaming, but anyone who wants to assert a private ownership right in
any copyright in any IETF RFC ought to do so now or forever hold your peace.
Otherwise, I think it best that the IETF Trust exercise its rights under its
joint copyright to do whatever is deemed appropriate and in the public
interest, as determined by the IETF Trustees and its legal counsel, and not
ask permission.

/Larry



 -Original Message-
 From: John C Klensin [mailto:john-i...@jck.com]
 Sent: Friday, January 09, 2009 1:33 PM
 To: Ted Hardie; lro...@rosenlaw.com; 'IETF Discussion'
 Subject: RE: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your
 reviewand comments on a proposed Work-Around to the Pre-5378 Problem
 
 
 
 --On Friday, January 09, 2009 11:42 -0800 Ted Hardie
 har...@qualcomm.com wrote:
 
 ...
  My reading of John's point is that this creates either a
  coordination burden or a legal risk for the authors re-using
  text created prior to the new rules. He doesn't want to bear
  that burden/risk, and I don't think the Trust can (because it
  would have to analyze each document prior to assuming it, as
  it would be otherwise trivial for someone to submit a draft
  that clearly had no permission from the copyright holders).
 
  He wants an out that says I'm granting these rights to
  my text, you worry about any other rights.   As a transition
  to text based on documents written within the new rules,
  that may be the way to go.  What none of us wants is to
  have to restart this conversation at ground zero, because a lot
  of the other rights (like re-using code) set out in the new
  document should be applying to new work in new drafts now.
 
 Exactly.
 
 And note that makes a clear and plausible transition model:
 
   (1) Pre-5378 documents exist under pre-5378 rules, so
   any potential user for non-traditional purposes needs to
   either figure out who the relevant authors are and get
   their permission or decide the risk isn't worth worrying
   about.  If some of those authors/ contributors make
   explicit transfers to the Trust, that is great, but none
   of them have to take responsibility for identifying all
   of the others.
 
   (3) Post-5378 new documents are posted according to 5378
   rules, with no exceptions.
 
   (2) Post-5378 documents that incorporate pre-5378
   materials must used 5378 rules for any material that is
   new.  For the earlier materials, and for sorting out
   which is which, the burden falls on the potential user
   for non-traditional purposes to either figure out who
   the relevant authors are and get their permission,
   determine that all relevant authors have already given
   permission, or assume the risks.   No one else --neither
   the author(s)/ editor(s) of the new document nor the
   Trust-- is required to take responsibility for pre-5378
   contributors or contributions.  Even an editor of the
   new document that worked on the old material is not
   required to make assertions about new rights on behalf
   of his or her former employer.
 
 This doesn't weaken the core grant of rights in 5378 in any
 fundamental way.  If we are being realistic, it doesn't get us
 to 

Re: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-09 Thread Dave CROCKER



ned+i...@mauve.mrochek.com wrote:

This is EXACTLY the approach we should be using: Formulate a set of goals, get
agreement on them, and only then ask the laywers to turn that informal
specification into competent legalese.

...
The difference was like night and day. 



+1

That matches my experience, over the years.

d/

--

  Dave Crocker
  Brandenburg InternetWorking
  bbiw.net
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Re: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-09 Thread John C Klensin


--On Saturday, January 10, 2009 11:07 +1300 Brian E Carpenter
brian.e.carpen...@gmail.com wrote:

 Thanks John, I believe that is an excellent summary of the
 viable options. My draft implicitly adds
 
   (2.5) Post-5378 documents that incorporate pre-5378
   materials whose original contributors have duly agreed are
   posted according to 5378 rules, with no exceptions.
 
 To my mind the main open issue is whether we want to
 require authors to try for (2.5) before proceeding to (2).

I am all in favor of authors trying for 2.5 if they have the
time and inclination although, mostly, I'd rather have them
spend time on technical work (Marshall's suggestion last month
that the Trust itself should take responsibility for rounding up
old rights has some appeal here).   What I'm opposed to is
requiring authors of documents that might have had a very long
history to take responsibility for claiming that they have
identified all of the original contributors.   My problem with
2.5, stated somewhat more aggressively than is probably
desirable, is that it requires the submitter of a 2.5 document
to stand up and say I have identified all of those who might
claim to have rights in this document, will take responsibility
for getting that identification right, and obtained their
consent.  

There is a possible 2.5bis, which would be something like I've
made a good-faith, reasonable-effort, attempt to identify
everyone
and have the agreements from everyone whom that process
identified, but I make absolutely no warranty that I've
identified everyone or that other claims won't come up; if they
do, it is the user's problem, not mine.

Whether that is enough different in practice from my (2) to be
worth the complexity... I don't know.

john


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Re: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-09 Thread Joel M. Halpern
My own take has been that the code reuse problem is the dominant 
problem.  Document transfer outside the IETF is sufficiently rare that I 
would agree with Fred that not solving that is fine.


This also means that from my personal perspective, a solution that says 
(loosely based on a suggestion from someone else in a side conversation) 
that

1) If you can, you grant 5378 rights
2) If you can't, you grant the old rights, as long as there is no code 
in the document
3) If there is code, get the rights to the code so people can actually 
use the code in the RFC to implement the RFC.  (MIBs are already 
covered, but we have lots of other kinds of code.)


would seem a workable path.
Yes, point 3 may hold up some work.  But one could reasonably argue that 
such work needs to be held up so that folks can use the code we are 
giving them.


And I fully agree that we should leave all legal wordsmithing to the 
trust and the lawyers.  They have to do it anyway.


Yours,
Joel

John C Klensin wrote:


--On Saturday, January 10, 2009 11:07 +1300 Brian E Carpenter
brian.e.carpen...@gmail.com wrote:


Thanks John, I believe that is an excellent summary of the
viable options. My draft implicitly adds

  (2.5) Post-5378 documents that incorporate pre-5378
  materials whose original contributors have duly agreed are
  posted according to 5378 rules, with no exceptions.

To my mind the main open issue is whether we want to
require authors to try for (2.5) before proceeding to (2).


I am all in favor of authors trying for 2.5 if they have the
time and inclination although, mostly, I'd rather have them
spend time on technical work (Marshall's suggestion last month
that the Trust itself should take responsibility for rounding up
old rights has some appeal here).   What I'm opposed to is
requiring authors of documents that might have had a very long
history to take responsibility for claiming that they have
identified all of the original contributors.   My problem with
2.5, stated somewhat more aggressively than is probably
desirable, is that it requires the submitter of a 2.5 document
to stand up and say I have identified all of those who might
claim to have rights in this document, will take responsibility
for getting that identification right, and obtained their
consent.  


There is a possible 2.5bis, which would be something like I've
made a good-faith, reasonable-effort, attempt to identify
everyone
and have the agreements from everyone whom that process
identified, but I make absolutely no warranty that I've
identified everyone or that other claims won't come up; if they
do, it is the user's problem, not mine.

Whether that is enough different in practice from my (2) to be
worth the complexity... I don't know.

john


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Re: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-09 Thread John C Klensin


--On Friday, January 09, 2009 15:25 -0800 Dave CROCKER
d...@dcrocker.net wrote:

 ned+i...@mauve.mrochek.com wrote:
 This is EXACTLY the approach we should be using: Formulate a
 set of goals, get agreement on them, and only then ask the
 laywers to turn that informal specification into competent
 legalese.
 ...
 The difference was like night and day. 
 
 
 +1
 
 That matches my experience, over the years.

If my memory is correct, that was exactly the basis on which the
most recent IPR WG was told to proceed.  For one reason or
another, it ended up expressing its ideas of the principles in
the form of quasi-legal documents (or, if you prefer, documents
containing legal-language statements) rather than publishing a
clear statement of those principles independent of those
documents.

In fairness to the WG, that turned out to be easier, especially
in the absence of clear consensus about which problems were most
important.

If the community -- and assorted ADs -- learn anything from this
experience it should be, IMO, that if such a document shows up
on Last Call instead of (or without) a normative statement of
principles against which legal text can be checked and verified,
we should Just Say No.

But that discussion doesn't help much with the short-term
problem.

john





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Re: [Trustees] ANNOUNCEMENT: The IETF Trustees invite your reviewand comments on a proposed Work-Around to the Pre-5378 Problem

2009-01-09 Thread Theodore Tso
On Fri, Jan 09, 2009 at 06:52:40PM -0500, Joel M. Halpern wrote:
 My own take has been that the code reuse problem is the dominant  
 problem.  Document transfer outside the IETF is sufficiently rare that I  
 would agree with Fred that not solving that is fine.

If it really is the case that the *only* two problems was document
transferoutside of the IETF (rare) and code reuse problem (what
percentage of documents are are actual code that would require special
case licensing --- small) it's actually pretty amazing that the
problem was allowed to balloon to cover **all** text for **all I-D's
and RFC's**.

There's the old saying --- an engineer takes a large problem and break
it up into several smaller problems, and having solved each of the
small problems, solves the overall problem; a bureaucrat takes several
small programs, and tangles them all together into one, gigantic,
intractable problem.

 This also means that from my personal perspective, a solution that says  
 (loosely based on a suggestion from someone else in a side conversation)  
 that
 1) If you can, you grant 5378 rights
 2) If you can't, you grant the old rights, as long as there is no code  
 in the document
 3) If there is code, get the rights to the code so people can actually  
 use the code in the RFC to implement the RFC.  (MIBs are already  
 covered, but we have lots of other kinds of code.)

We do have precedent for include code that has explicit open source
licensing rights.  For example, the MD5 implementation in RFC 1321 has
an explicit BSD-style license.  How much code is there, really?  I
suppose pseudo-code might be a gray area tht will depend on how
paranoid of a lawyer you are dealing with.  One who uses the argument
that copyright can not protect ideas, just the expression of the
idea, will probably say that it's OK.  One who tries to draw a
parallel to translations as derived works might be more concerned.

- Ted
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