All open source licenses are permissive. They give you permission in advance to use the software for any purpose, to improve the software any way you wish and to share the software with whoever you want. They are the opposite of proprietary licenses, which place restrictions on each of these freedoms. Any license with restrictions would not be considered OSD compliant.

All open source licenses include conditions. Some relate to attribution. Some relate to reciprocal licensing. None of them restrict how you can use, improve and share the software, although you must comply with the conditions in order to do so. Some people consider some conditions so onerous they rise to the level of restrictions, but the consensus of the community has been they are wrong.

Today’s licensing games are thus mainly about testing where the accumulated burden of conditions is effectively a restriction – “constructive restriction”. There’s certainly a line where that would become true – for example, where the conditions associated with deploying the software as a cloud service are so hard to comply with that the software is effectively unusable in that field of use.

The OSD doesn’t include much to help with this so it’s contentious every time and sometimes leads to sophistry. This is probably the area where the Open Source Initiative needs to do the most work to modernise the license approval process.

All open source licenses are permissive

A Bit Of A Stretch

The lesson Elastic’s restrictive relicensing teaches is that those using open source to ratchet a software startup will forsake software freedom eventually if they’re aggregating rights. That’s no reason to believe open source needs updating.

Camille Claudel's sculpture "The Mature Age" illustrates the abandonment of principle as the subject matures.
“The Mature Age” — Camille Claudel

Many of the responses to the decision of Elastic to drop open source licensing for their products and instead use restrictive commercial licensing have involved asking whether they were justified to do so based on market conditions (especially the provision of a service by Amazon Web Services) or diving into the minutiae of what they actually did. Some see it as support for the hypothesis that the very definition of “open source” is out of date. But to do so is to swallow the bait of distracting explanation and overlook the actual value of open source and why Elastic — and the cloud databases before them — no longer care about it.

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Essence of open source

Glass with engraved OSI logo containing distilled spirits

We’ve been trying to distil a succinct phrase that captures the generally-accepted core understanding of “open source software”. The best so far is:

Open source software is software which people everywhere are able to use, improve and share in any form and for any purpose without essential ex ante or post hoc negotiation with rights holders.

Obviously the use of an OSI-approved license guarantees that. How could we make the phrase shorter, clearer or more accurate?

Update on June 25:

This phrase seems to capture a lot of what we’re after:

It’s “open” if the work product can be used, improved and shared, for any purpose, without undue obstruction or required negotiation.

This has the advantage of not attempting to redefine any of {Open Source, Open Data, Open Hardware, Open Silicon} while also conveying the key attributes each of them must have before anyone should consider them open.

More improvements invited!

Update on July 8:

Deleted “undue” as discussed as I couldn’t think of any applicable “due” obstruction. So we have:

It’s “open” if the work product can be used, improved and shared, for any purpose without obstruction or required negotiation.

That’s now worked well in several places so we may have it here!

OSI Board Evolution

I spent last week in New York at the annual new-inductees face-to-face Board meeting of the Open Source Initiative Board (pictured below – Christine Hall is also a member but was unable to join us).  Having spent the last 11 years working on refactoring OSI for a new generation, I had advised the Board in advance that I intended to step down as President to make way for fresh blood. The Board elected Molly de Blanc as the new President and Josh Simmons as Vice President, with Hong Phuc Dang bravely volunteering to be CFO. I agreed to serve as Board Secretary until someone else feels ready to play that role – no later than next April when my term ends.

OSI Board 2019.jpg

OSI Board 2019-20.  Standing: Simon Phipps, Elana Hashman, Pamela Chestek, Molly de Blanc, Faidon Liambotis, Chris Lamb, Hong Phuc Dang, Patrick Masson. Kneeling: Carol Smith, Josh Simmons.

The OSI I’m handing over to the new Board is very different to the one I first attended in 2008 (as an observer – I wasn’t invited to join until 2010). It is now elected rather than selected (albeit via an indirect mechanism to make California regulation easier to manage). The electors are over 60 affiliate organisations representing the majority of the world’s core open source developers and an ever growing community of individual members. OSI now has a viable income arising largely from a diverse range of around 30 sponsors. It now has a staff, including a full-time General Manager (Patrick Masson, far right). It now has maintained systems for managing donations, lists and outreach. And there’s more been achieved – those are just stand-outs.

All together that means OSI has a proven foundation for the new Board to build upon. Already built on that foundation there are a postgraduate curriculum, a programme to advocate open source in the world of standards, a programme to equip schools with recycled PCs, working relationships with peer organisations like FSF and FSFE and more. There are many people responsible for all this change, too many to name here, and I thank them all.

People always look forward rather than back and there are still plenty of issues to deal with which are the new Board’s focus. We are already working to improve the license review process, for example.  But I’m really pleased with what we have all achieved over the last decade at OSI and am thrilled that there’s an energetic, more diverse and younger crew taking over.

Consul Democracy Foundation

The west is in a state of crisis due to the capture of the mechanisms of democracy by special interests. It’s time for change, and that change may well involve a shift from consultative or representative democracy to participatory democracy of some form. To support participatory democracy it’s essential to have enabling software that’s accessible to all citizens and transparent in its operation. I find it hard to imagine achieving that without open source.

Fortunately there is an excellent open source, free software project to support participatory democracy – the Consul Project. It provides tools for every function that a local participatory democracy initiative might need, including collaboratively devising legislation. The project is widely used around the world and is currently hosted by Madrid City Council.

Last week in Amsterdam, a broad range of democracy and rights organisations from around the world formed the Consul Democracy Foundation to act as the new home for the Consul Project. I was honoured to participate in founding the organisation as a representative of OSI. Consul is “the most complete citizen participation tool for an open, transparent and democratic government” and is open source, free software under the AGPL.

Screenshot 2019-03-26 at 14.50.49

 

FOSS vs FRAND is a collision of worldviews

Of late there have been a number of interventions sponsored by the world’s largest and most profitable tech patent holders to muddy the waters about open source and FRAND licensing of patents in standards by arguing contentious minutiae like the intent of the authors of the BSD license. This is happening because of the clash of industries I wrote about in 2016, with companies fundamentally based on extracting patent royalties unable to imagine any other way of doing business so mistaking the issue of FRAND as being about license compliance rather than as it being an obstacle to the very purpose of open source in commercial software — collaboration with others.

I found an amazing number of experienced and expert colleagues across industries failing to grasp this fundamental, so I’ve written a paper 🗎 about it. Published today by Open Forum Europe, it explains why compliance legalities are the wrong lens for studying the issue and introduces terms for exploring why representatives from different industry background fail to understand each other despite apparently using the same terminology (spoiler: they mean different things by the same words).

Many thanks to the colleagues who have made valuable suggestions that have improved the clarity of the document, and to the various patrons who have contributed to covering my time. Get in touch if you’d like me to come to your event or company and talk about these things.

Software As Cultural Artefact

You may recall I attended a meeting in Paris last November where we worked on a statement about the cultural value of software. I am delighted to say it has now published both a call for action by UNESCO and a report explaining in more depth.

This is the first work of public policy of which I’m aware that explicitly recognises “that the source code of software used for the implementation of laws and regulations defines the experience of the law by citizens.” That important statement forms the anchor for much change in global legislation relating to digital rights, and as a UNESCO Call it will be considered by each and every future UNESCO policy and consequently by national policy of UNESCO members. Notably, it calls on all to “enable effective independent auditing of software source code used to make decisions that may affect fundamental rights of human beings and where possible ensure it is made available under an open source license.”

Software embodies the procedures by which the citizen engages with the state, through which the citizen and the market interact and in which citizens engage each other and enjoy cultural and leisure pursuits. Our ability to see society in action and guarantee the democracy that sustains it is increasingly dependent on our ability to review the software by which it is enabled at every level. When we have no right of review – let alone a right to directly participate in maintaining the software –  we have lack the most import of the checks and balances of a 21st century democracy.

The Paris Call identifies software as a primary cultural artefact, requiring public access, demanding preservation and deserving cultivation. It sets a benchmark for the treatment of software as modern treasure. Now its the turn of the framers of wider policy to take that into account.