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... ... @@ -22,4 +22,504 @@ 22 22 > 3. Nothing represented in the syllabus can be assumed to represent views of a particular individual or organization, even when an organization hosts and pays for delivery of an instance of the course. 23 23 > 4. This course syllabus is shared under the most recent versions of both the CC-BY-SA http://creativecommons.org/licenses/by-sa/3.0/legalcode and GNU-FDL http://www.gnu.org/copyleft/fdl.html licenses. If you have never actually read those licenses, please take a few minutes to do so. Each of the third-party materials referenced in the syllabus is under its own respective copyright and terms of distribution. 24 24 25 -More coming... 25 + 26 +◐ 30-Minute Intro ◑ 27 + 28 +* Welcome 29 +* Overview of the Course Structure, Methodology and Scope 30 +** Course Structure and Methodology 31 +— [[README - Methodology Notes For FLOW Course]] (Version 1.00, Week of 10 June 2013) 32 +__The Case Method__ 33 +— Why Use the Case Method? 34 +http://www.intelcasestudies.com/cases/why_the_case_method.html 35 +http://www.intelcasestudies.com/cases/benefits.html 36 +http://www.intelcasestudies.com/cases/case_discussion.html 37 +— Case Method in Practice 38 +http://www.hbs.edu/teaching/case-method-in-practice/ 39 +— The Case Method 40 +http://www.fao.org/docrep/W7500E/w7500e0b.htm 41 +__The Problem Method__ 42 +— Beyond the Case Method: It's Time to Teach with Problems (See especially pages 264-265) http://digitalcommons.law.ggu.edu/cgi/viewcontent.cgi?article=1028&context=pubs 43 +— The Use of Problem-Based Learning in Medical Education (See especially "Tutorial learning", pages 153-154) http://fhs.mcmaster.ca/mdprog/pbl_whatis.html 44 + 45 +◐ "Perspectives Identification Discussion Template":/attachments/5995/PerspectivesIdentification_DiscussionTemplate.pdf ◑ 46 + 47 +* Scope 48 +!/attachments/5988/factorsofproduction_small.jpg! 49 +** A Visual Guide to Intellectual Capital Management http://www.projectmanagementhotel.com/attachments/5986/IntellectualCapitalManagement_VisualGuide_25may2013PDF.pdf 50 +** "Poster — Factors of Production":/attachments/5987/triangle-factorsofproduction_POSTER_25may2013JPG.jpg 51 +** "3D Mnemonic Device — Factors of Production":/attachments/6001/tetrahedron-factorsofproduction_MNEMONIC-DEVICE_7june2013JPG.jpg (Pronounced "naimonik"; the first "m" is silent. 52 +— An academic overview of mnemonic devices: http://www.jstor.org/discover/10.2307/1170198?uid=2129&uid=2&uid=70&uid=4&sid=21102380592657 53 +— A commercial use of mnemonic devices: http://www.mindtools.com/pages/article/newTIM_00.htm 54 +** [[Definitions — Factors of Productions]] 55 +— Enabling factors for managing intellectual resources in engineering design http://www.designsociety.org/download-publication/26772/enabling_factors_for_managing_intellectual_resources_in_engineering_design 56 +** Target Outcomes 57 +— For course participants 58 +— For the organization 59 +— For external stakeholders 60 + 61 +==== How to Make it Easier for Corporate Legal Counsel to Help You ==== 62 + 63 +◐ 5-Minute Intro ◑ 64 +◐ "Benefit-Cost Discussion Template":/attachments/5994/BenefitCost_DiscussionTemplate.pdf ◑ 65 + 66 +A benefit of this course can be to build more effective lines of communication between the technical developers/managers of free/libre/open works for your organization and your corporate legal counsel. The sources below report a trend whereby corporate legal counsel has been brought into more of a core business management role than in the past. The corollary is that developers/managers of free/libre/open works must become effective in their ability to communicate with legal counsel. "An Explanation of Computation Theory for Lawyers":http://www.groklaw.net/article.php?story=20091111151305785 is excellent, but is probably more than your lawyers have time to read. They will often need to rely directly upon you, as developers and development team managers, to explain what you do, in a manner that is parsed or ported into legal concepts. 67 + 68 +* Categories of Law http://hrsbstaff.ednet.ns.ca/jmontgom/Law%2012/Unit%201/2%20-%20Categorizing%20Law.ppt 69 +* The Evolving Role of General Counsel (Canadian Bar Association) www.ccca-accje.org/Fr/resources/PDF/The%20Evolving%20Role%20of%20General%20Counsel_R.Patzelt_posted%20Sept.09.11.pdf (http://www.cba.org/cba/Halifax2011/pd/ccca-401.aspx 70 +* An Expanding Role: Changes for corporate counsel – comparing Canadian and global trends (Deloitte) http://www.deloitte.com/assets/Dcom-Canada/Local%20Assets/Documents/FA/ca_en_fa_corporate_counsel_050211.pdf 71 +* The Role of In-House Counsel: Global Distinctions (Association of Corporate Counsel, US) http://www.acc.com/legalresources/quickcounsel/troicgd.cfm 72 +* Privilege Primer: Best Practices for Internal Counsel http://mcmillan.ca/privilege-primer-best-practices-for-internal-counsel 73 +* Law and Society in Transition: "Introduction":http://books.google.ca/books?id=P5xrwZ8QyVwC&lpg=PA9&ots=ynrasLHIVr&dq=%22misplaced%20concreteness%22%20law&pg=PA123#v=snippet&q=%22Year%20by%20year,%20law%20seems%20to%20penetrate%20and%20constrain%22&f=false 74 + 75 +==== Decision-Making Under Uncertainty at the Intersection between "Source Code" and "Civil Code" ==== 76 + 77 +◐ "Perspectives Identification Discussion Template":/attachments/5995/PerspectivesIdentification_DiscussionTemplate.pdf ◑ 78 + 79 +* "The Methodological Significance of Uncertainty":/projects/course-free-libre-open/wiki/Uncertainty 80 +** Learning in and about complex systems http://www.exponentialimprovement.com/cms/uploads/LearningInAndAboutComplexSystems.pdf 81 +** [[Emergent Learning Maps]] 82 +** "The Fallacy of Misplaced Concreteness":http://books.google.ca/books?id=P5xrwZ8QyVwC&lpg=PA9&ots=ynrasLHIVr&dq=%22misplaced%20concreteness%22%20law&pg=PA9#v=onepage&q=%22misplaced%20concreteness%22%20law&f=false 83 +— "Ceci n'est pas une pipe.":http://foucault.info/documents/img/notapipe/surrealistplumber.jpg 84 +— "The Fallacy of Misplaced Specificity":http://books.google.ca/books?id=CT8f9KAcpMgC&lpg=PA242&ots=Ep1Kw4-GNH&dq=%22misplaced%20specificity%22%20law&pg=PA242#v=onepage&q=%22misplaced%20specificity%22%20law&f=false 85 +** Communication Models http://communicationtheory.org/category/communication-models/ and http://communicationtheory.org/category/communication-models/page/2/ (See: http://communicationtheory.org/osgood-schramm-model-of-communication/ ) 86 +** Success & Failure in IT Projects 87 +— What Is Failure? http://martinfowler.com/bliki/WhatIsFailure.html 88 +— The Rise and Fall of the Chaos Report Figures http://www.cs.vu.nl/~x/chaos/chaos.pdf 89 +* Concepts vs. Legislation vs. Jurisdiction vs. Litigation in a Composite International Legal Environment 90 +** The International Free and Open Source Software Law Review http://www.ifosslr.org/ifosslr 91 +** The International Free and Open Source Software Law Book http://ifosslawbook.org/about/ 92 +** The Creative Commons Jurisdiction Database http://wiki.creativecommons.org/Jurisdiction_Database 93 +** Comparison of IP Laws in California and Canada http://142.103.216.236/ccsip/Wiki%20Pages/Comparison%20of%20IP%20Laws%20in%20California%20and%20Canada.aspx 94 + 95 +==== Reducing Uncertainty through Intellectual Provenance Management ==== 96 + 97 +◐ "Perspectives Identification Discussion Template":/attachments/5995/PerspectivesIdentification_DiscussionTemplate.pdf ◑ 98 + 99 +* 100 +** Intellectual Provenance 101 +— Electronic Discovery in Canada: Best Practices and Guidelines http://www.cch.ca/_resources/pdf/ebook/b109.pdf 102 +— How might your current practices be improved to make it easier for you lawyers to help you in the event of litigation? 103 +** W3C PROV Family of Documents 104 +— An Overview of the PROV Family of Documents: W3C Working Group Note http://www.w3.org/TR/prov-overview/ 105 +— A Free/Libre/Open Source Implementation in Taverna Workflow Management System http://www.taverna.org.uk/documentation/taverna-2-x/provenance/ 106 + 107 +==== 45-Minute Lunch ==== 108 + 109 + 110 + 111 +==== ☏ __Audio File (pending):__ Listen to a Discussion with the Co-Editors of Groklaw on the Surreal World of Copyright & Patent Litigation ==== 112 + 113 +* **Mark Webbink** Co-Editor of Groklaw since 2011, and Board Member of the Software Freedom Law Center, works as Executive Director of the Center for Patent Innovations at New York Law School, where he also oversees the Peer To Patent project run with the U.S. Patent and Trademark Office. As a senior lecturing fellow at Duke University School of Law he teaches patent, copyright, trademark and trade secret licensing. He was the first General Counsel at Red Hat from from 2000 to 2004, as well as Senior Vice President, and from 2004 to August 2007 Deputy General Counsel, retiring from Red Hat in 2007. He received his J.D., magna cum laude, from North Carolina Central University School of Law in 1994. http://www.nyls.edu/faculty/faculty_profiles/mark_webbink/ 114 + 115 +* **Pamela Jones** is the Founding Editor (2003-11), then Co-Editor and was for a decade the primary contributor to Groklaw. Applying open-source methods to research, her blog grew to become a top source of news and analysis on litigation and legislation relevant to free/libre/open source software, visited by millions of daily visitors with legal and technology backgrounds. Her most prominent coverage was the twisted decade-long SCO-initiated cases relating to copyright claims; various cases that address the issue of software patents being patents on mathematics, and the Oracle v. Google patent case in cooperation with Mark Webbink. She also initiated articles asking the community to search for prior art. The 16th of May 2013 was Groklaw's 10th Anniversary http://www.groklaw.net/articlebasic.php?story=20130515162826518 PJ ended her involvement on 10 August 2013 http://10questions.peppla.com/pj.html.html when it became apparent that the US government would not respect the Moral Rights of her sources to remain anonymous. See: http://cyber.law.harvard.edu/property/library/moralprimer.html 116 + 117 +==== ☏ __Audio File (pending):__ Listen to a Discussion with an Invited Authority on the Composite International Legal Environment Governing Copyrights, Patents and Contracts (Part 1) ==== 118 + 119 +> Various domains of law affect computer program developers, and managers, and the organizations they work for. Their own legal incorporation, and that of each of their clients, may be state/provincial or national. And yet the developers, and managers may participate in free/libre/open works with globally-distributed co-authors and co-managers. Many multinational/multilateral organizations have employees located in multiple countries who participate in free/libre projects under rules of employment particular to their state/provincial or national jurisdictions and types of employers (commercial, charitable, educational, governmental, multilateral). In addition to the differences of semantic meaning of words across languages and contextually different concepts across cultures, formal laws and contracts are codified within different state/province, national, pluri-national, and multi-national legal jurisdictions. How should developers and development team managers take into account this deeply heterogeneous legal environment? What obvious pitfalls can be avoided? What risks must just be accepted? 120 + 121 +◐ "5-10-40 Discussion Template":/attachments/5993/5-10-40_DiscussionTemplate.pdf ◑ 122 + 123 +* "Eben Moglen":http://www.softwarefreedom.org/about/team/ is Executive Director of the Software Freedom Law Center and Professor of Law and Legal History at Columbia University Law School. He has represented many of the world's leading free software developers, and co-authored the GNU series of licenses. Professor Moglen earned his PhD in History and law degree at Yale University during what he sometimes calls his “long, dark period” in New Haven. After law school he clerked for Judge Edward Weinfeld of the United States District Court in New York City and for Justice Thurgood Marshall of the United States Supreme Court. He is admitted to practice in the State of New York and before the United States Supreme Court. Recently he started the FreedomBox Foundation. 124 + 125 +==== FLOW: "Free/Libre/Open Works":/projects/course-free-libre-open/wiki/About_FLOW_and_RENT_Licensing_Models Through Business Value ==== 126 + 127 +◐ "3-of-5 Angle Discussion Template":/attachments/5991/3-of-5Angle_DiscussionTemplate.pdf ◑ 128 + 129 +* [[The Value Proposition for Participating in Free Libre Open Works]] 130 +** [[About FLOW and RENT Licensing Models]] 131 +** Open Season http://www.iam-magazine.com/issues/Article.ashx?g=744683bc-5660-4a1b-bda5-bf5e1316586b 132 +** FOSS Primers http://www.iosn.net/publications/foss-primers 133 +— FOSS Licensing http://en.wikibooks.org/wiki/FOSS_Licensing 134 +** Open Source Security Strategy http://c2.com/cgi/wiki?OpenSourceSecurityStrategy 135 +** Clarifying Guidance Regarding Open Source Software http://dodcio.defense.gov/Portals/0/Documents/FOSS/2009OSS.pdf 136 +** What can be learned from physical free/libre/open markets? 137 +— The "global market":http://www.freedoniagroup.com/DocumentDetails.aspx?ReferrerId=FG-01&studyid=2839 for bags of plain air (Some configurations limited by patents, eg: http://innovativeip.wordpress.com/2010/07/28/bubble-wrap-a-great-inventor-success-story/ 138 +— The "global market":https://en.wikipedia.org/wiki/Bottled_water#Global_sales for bottles of plain water 139 +— The "global market":http://singularityhub.com/2010/05/10/13-open-source-hardware-companies-making-1-million-or-more-video/ for free/libre/open hardware 140 + 141 +◐ 15-Minute Overview ◑ 142 + 143 +* Operational Metadata for Digital Restrictions/Rights Management (DRM) 144 +** ODRL 145 +— Resource Description Framework (RDF) http://www.w3.org/RDF/ 146 +— ODRL Community Group http://www.w3.org/community/odrl/ 147 +— Describing Copyright in RDF http://creativecommons.org/ns# 148 +— Introducing RDF for GNU Licenses http://www.fsf.org/blogs/licensing/2009-06-rdf See: http://www.gnu.org/licenses/gpl-3.0.rdf 149 +** XrML 150 +— A Formal Foundation for XrML (eXtensible rights Markup Language) www.cs.cornell.edu/home/halpern/papers/xrml.pdf 151 +— XrML Reference Implementation: 152 +— MPEG-21 Rights Expression Language http://mpeg.chiariglione.org/standards/mpeg-21/rights-expression-language 153 +— MPEG-21 Rights Data Dictionary http://mpeg.chiariglione.org/standards/mpeg-21/rights-data-dictionary 154 + 155 +==== Internal Organizational Context ==== 156 + 157 +◐ "3-of-5 Angle Discussion Template":/attachments/5991/3-of-5Angle_DiscussionTemplate.pdf (Shortened to three 5-min segments) ◑ 158 +◐ "SWOT Discussion Template":/attachments/5992/SWOT_DiscussionTemplate.pdf ◑ 159 + 160 +* Current Practices 161 +* Concerns and Challenges 162 +* Interests and Opportunities 163 + 164 +==== Adjournment ["Homework" Prep for Day 2: Read "Managing copyright information within a free software project" http://softwarefreedom.org/resources/2012/ManagingCopyrightInformation.html ==== 165 + 166 +=== Module: FLOW Business Risk & Value Management - Copyright / Droit d'auteur === 167 + 168 +==== Optional on-site reading of "Managing copyright information within a free software project" http://softwarefreedom.org/resources/2012/ManagingCopyrightInformation.html ==== 169 + 170 +==== Scope and Limitations of Copyright / Droit d'auteur ==== 171 + 172 +◐ 15-Minute Overview ◑ 173 + 174 +* How is Copyright Relevant to Source Data and Source Code? http://timreview.ca/article/121 175 +** __Includes__: Moral Rights 176 +— Moral Rights http://www.law-faqs.org/wiki/index.php/Copyright/Types_of_Copyright#Moral_Rights 177 +— Copyright Law in Diverse Countries http://copyright-watch.org/ 178 +— NAFTA: A Note on Moral Rights http://www.pro.rcip-chin.gc.ca/propriete_intellectuelle-intellectual_property/droit_alena-law_nafta/droits_moraux-moral-eng.jsp 179 +— Moral Rights and OSS http://www.law.washington.edu/lta/swp/law/moralrights.html 180 +** __Includes__: Translations (and Porting of Source Code) 181 +— Translations and Copyright http://www.cjam.info/index.php/en/legal-informations/copyright/168-translations-and-copyright 182 +** __Excludes__: Functionality and Language 183 +— The functionality of a computer program and the programming language cannot be protected by copyright http://curia.europa.eu/jcms/upload/docs/application/pdf/2012-05/cp120053en.pdf 184 +** __Excludes__: Factual Data and its Structure (eg. the GIS data and database tables of a geospatial solution) 185 +— Canada: TeleDirect Inc. v. American Business Information Inc. http://www.canlii.org/en/ca/fca/doc/1997/1997canlii6378/1997canlii6378.html 186 +— US: Feist Publications, Inc. v. Rural Telephone Service Co. Inc. http://caselaw.lp.findlaw.com/scripts/getcase.pl?court=US&vol=499&invol=340 187 +** __Excludes__: Trademarks 188 +— Model Trademark Guidelines (written by and for free and open source software communities) http://modeltrademarkguidelines.org/index.php?title=Home:_Model_Trademark_Guidelines 189 +** __Excludes__: Industrial Design 190 +— Industrial Designs Compared to Copyrights http://www.capatents.com/industrial7b.html 191 +— Industrial Design: Subject matter and scope http://www.bereskinparr.com/Section/About_Intellectual_Property/Industrial_Design 192 +— Industrial Design Act http://laws-lois.justice.gc.ca/eng/acts/I-9/FullText.html 193 +* Copyright Title, Joint Title, and Assignment 194 +** Desktop Summit Panel on Copyright Assignment http://dot.kde.org/2011/07/31/desktop-summit-panel-copyright-assignment 195 +** Why the FSF gets copyright assignments from contributors http://www.gnu.org/licenses/why-assign.html 196 +— Court Decision Shows Why Copyright Assignments Should Be Precisely Worded http://www.infolawgroup.com/2013/01/articles/copyright/copyright-assignment-language/ 197 +** Joint Ownership of Copyrights (US, 1960) www.copyright.gov/history/studies/study12.pdf 198 +* Chronology of Canadian Copyright Law http://www.digital-copyright.ca/chronology 199 + 200 + 201 + 202 +==== ☏ __Audio File (pending):__ Listen to a Discussion with an Invited Authority on the Composite International Legal Environment Governing Copyrights, Patents and Contracts (Part 2)* ==== 203 + 204 +* Catharina Maracke is a German qualified lawyer and Associate Professor at the Graduate School for Media and Governance, Shonan Fujisawa Campus, Keio University, Japan. She specializes in international copyright law and policy, the interaction between law and technology, and standardization in the field of free/libre/open licensing. For the Shuttleworth Foundation she now leads Project Harmony that develops and maintains international porting of standardized templates for the management of copyright title in free/libre/open project contributor agreements. Previously as international Director at Creative Commons, she oversaw international porting of Creative Commons licenses. She also serves as a board member for the OpenCourseWare Consortium. http://cyber.law.harvard.edu/people/cmaracke 205 + 206 +==== Concepts, definitions, boundary of application, incl. copyright assignment issues and solutions (Canada, US, other) ==== 207 + 208 +◐ "Perspectives Identification Discussion Template":/attachments/5995/PerspectivesIdentification_DiscussionTemplate.pdf ◑ 209 + 210 +* What is Software? How Do We Obtain It? And What Do We Have Once We Have It? (pgs 2, 4; Section 4.1 on pg 9) http://www.projectmanagementhotel.com/attachments/5973/What_is_Software_4nov09aPDF.pdf 211 +** The GPL Is a License, not a Contract http://lwn.net/Articles/61292/ 212 + 213 +◐ "Benefit-Cost Discussion Template":/attachments/5994/BenefitCost_DiscussionTemplate.pdf ◑ 214 + 215 +* Capitalization of Software Development Costs: A Survey of Accounting Practices in the Software Industry (Introduction pg 2 and Summary pg 18) https://smartech.gatech.edu/bitstream/handle/1853/15598/FAL_ga_tech_software_dev_2006.pdf?sequence=1 216 + 217 +◐ "Perspectives Identification Discussion Template":/attachments/5995/PerspectivesIdentification_DiscussionTemplate.pdf ◑ 218 + 219 +* Copyright Infringement Litigation with Some Asides on Software Copyright Litigation (Section II "How", p 3-10; Section V "Special Considerations relating to Infringement of Computer Program Copyrights", p 18-20) http://www.fenwick.com/FenwickDocuments/Copyright_Infringement_Litigation.pdf 220 + 221 +==== Real World Copyright Court Cases (what went wrong; reasons for decision) ==== 222 + 223 +◐ "Litigation Roles Discussion Template":/attachments/5996/LitigationRoles_DiscussionTemplate.pdf ◑ 224 + 225 +* Case: Oracle v. Google 226 +** Brief for Amicus Curiae Ralph Oman Supporting the Position of Plaintiff - Appelant and Urging Reversal (Ralph Oman is a former Register of Copyrights of the United States) http://www.scribd.com/doc/127031197/Ralph-Oman-s-Amicus-Curiae-Brief-in-Oracle-v-Google 227 +http://www.scribd.com/doc/127031197/Ralph-Oman-s-Amicus-Curiae-Brief-in-Oracle-v-Google 228 +** Judge William Alsup knows how to play a bluff http://www.economist.com/blogs/babbage/2012/06/oracle-v-google 229 +** Oracle Files Appeal Brief in Oracle v. Google http://www.groklaw.net/article.php?story=20130213000119924 230 + 231 +◐ "Benefit-Cost Discussion Template":/attachments/5994/BenefitCost_DiscussionTemplate.pdf ◑ 232 + 233 +* Case: SCO v. evidence 234 +** The Uneasy Case Against Copyright Trolls (Read the Abstract) http://www.stanford.edu/dept/law/ipsc/Paper%20PDF/Balganesh,%20Shyam%20-%20Paper.pdf 235 +** SCO was the 'best thing that ever happened' to Linux http://www.zdnet.com/sco-was-the-best-thing-that-ever-happened-to-linux-3039190780/ 236 +— SCO Litigation - From Soup to Nuts http://www.groklaw.net/staticpages/index.php?page=20080803065719599 237 +— SCO v. IBM: The Short Version http://www.groklaw.net/article.php?story=20050303221002163 238 + 239 +* Additional Issues and Cases: 240 +** "The Copyright Pentalogy: How the Supreme Court of Canada Shook the Foundations of Canadian Copyright Law" http://www.press.uottawa.ca/the-copyright-pentalogy 241 +** Technological Neutrality as a New Copyright Principle in Canadian Law 242 +— Entertainment Software Association of Canada v. SOCAN http://scc.lexum.org/decisia-scc-csc/scc-csc/scc-csc/en/item/9994/index.do 243 +— Beyond Users' Rights: Supreme Court Entrenches Technological Neutrality as a New Copyright Principle http://www.michaelgeist.ca/content/view/6592/125/ 244 +** User Rights 245 +— CCH Canadian Ltd. v. Law Society of Upper Canada http://scc.lexum.org/decisia-scc-csc/scc-csc/scc-csc/en/item/2125/index.do 246 +— Healing Fair Dealing? A Comparative Copyright Analysis of Canada’s Fair Dealing to U.K. Fair Dealing and U.S. Fair Use http://papers.ssrn.com/sol3/Delivery.cfm/SSRN_ID1023938_code109516.pdf?abstractid=1014404&mirid=1 247 + 248 +==== ☏ __Audio File (pending):__ Listen to a Discussion with an Invited Authority on Canada's Current and Future Copyright Framework for Free/Libre/Open Source Software Communities ==== 249 + 250 +* Michael Geist is a law professor, and the Canada Research Chair in Internet and E-commerce Law, at the University of Ottawa. He holds a Bachelor of Laws (LL.B.) degree from Osgoode Hall Law School in Toronto, Master of Laws (LL.M.) degrees from Cambridge University in the UK and Columbia Law School in New York, and a Doctorate in Law (J.S.D.) from Columbia Law School. Dr. Geist is the editor of "The Copyright Pentalogy: How the Supreme Court of Canada Shook the Foundations of Canadian Copyright Law" (2013); From "Radical Extremism" to "Balanced Copyright": Canadian Copyright and the Digital Agenda (2010) and In the Public Interest: The Future of Canadian Copyright Law (2005). He also serves as editor of several monthly technology law publications. Dr. Geist serves on many boards, including the CANARIE Board of Directors, the Canadian Legal Information Institute Board of Directors, the Privacy Commissioner of Canada’s Expert Advisory Board, the Electronic Frontier Foundation Advisory Board, and the Information Program Sub-Board of the Open Society Institute. http://www.michaelgeist.ca/content/view/62/128/ 251 + 252 +==== Copyright Risk-Minimization and Value-Maximization in the Organization's Context ==== 253 + 254 +◐ "3-of-5 Angle Discussion Template":/attachments/5991/3-of-5Angle_DiscussionTemplate.pdf ◑ 255 +◐ "SWOT Discussion Template":/attachments/5992/SWOT_DiscussionTemplate.pdf ◑ 256 + 257 +* Current Practices 258 +* Concerns and Challenges 259 +* Interests and Opportunities 260 + 261 +=== Module: FLOW Business Risk & Value Management - Artificial Monopolies on Computational Ideas ("Software Patents") === 262 + 263 +==== Watch: http://patentabsurdity.com/watch.html (30 min) ==== 264 + 265 +==== Concepts, definitions, boundary of application (Canada, US, other) ==== 266 + 267 +◐ "Perspectives Identification Discussion Template":/attachments/5995/PerspectivesIdentification_DiscussionTemplate.pdf ◑ 268 + 269 +* What are "Patents"? Why were they created? 270 +** [[A temporary statutory artificial monopoly over the use of a novel, useful, non-obvious, documented idea]] 271 +— Patent Law in Diverse Countries http://www.patentlens.net/daisy/patentlens/ip/around-the-world.html 272 +** Patent Act (Canada) http://laws-lois.justice.gc.ca/eng/acts/P-4/FullText.html (New, Useful, Non-Obvious) 273 +— 2. ...“invention” means any __new__ and __useful__ art, process, machine, manufacture or composition of matter, or any new and useful improvement in any art, process, machine, manufacture or composition of matter; 274 +— 28.3 The subject-matter defined by a claim in an application for a patent in Canada must be __subject-matter that would not have been obvious__ on the claim date to a person skilled in the art or science to which it pertains 275 +** The Standard of Non–Obviousness in Canada http://www.ic.gc.ca/eic/site/ippd-dppi.nsf/eng/ip00154.html 276 +** Taking the Utilitarian Basis for Patent Law Seriously: The Case for Restricting Patentable Subject Matter (See: Abstract on pg 1-2; Flowchart on pg 24) http://lawdigitalcommons.bc.edu/cgi/viewcontent.cgi?article=1277&context=lsfp 277 +** Historical Introduction of the British Patent System (pgs 14-16) http://books.google.ca/books?id=wfs8AAAAIAAJ&lpg=PP1&pg=PA14#v=onepage&q&f=false 278 +** Significant Differences Between Canadian and American Patent Law (slightly dated, but helpful) http://www.mcmillan.ca/Significant-Differences-Between-Canadian-and-American-Patent-Law 279 +** From “first-to-invent” to “first-to-file”: How the first-to-file and novelty requirements under the new America Invents Act compare to Canadian patent law http://www.patentable.com/from-first-to-invent-to-first-to-file/ 280 +** So Small a Town, So Many Patent Suits http://www.nytimes.com/2006/09/24/business/24ward.html?_r=3&adxnnl=1&oref=slogin&ref=technology&pagewanted=1&adxnnlx=1369562545-AHtQ8DfI1aPth2MrhG1sYQ 281 +** Patent Failure: How Judges, Bureaucrats, and Lawyers Put Innovators at Risk (Chpt 9: Abstract Patents and Software) http://books.google.ca/books?id=kTeDYjpqfQwC&lpg=PA79&ots=D1b4W0zhK9&dq=%22net%20benefit%22%20patents&pg=PA187#v=onepage&q=%22abstract%20patents%20and%20software%22&f=false 282 +* What Does "Software Is Mathematics" Mean? 283 +** Part 1: Software Is Manipulation of Symbols http://www.groklaw.net/article.php?story=20121013192858600 284 +** Part 2: A Semiotics Approach to the Patent Eligibility of Software http://www.groklaw.net/article.php?story=20121129053154687 285 +* //Plutarch// (c. 46 – 120 AD), on //Archimedes// and the special character of __subject-matter that would not have been obvious__ 286 + 287 +>//"Some attribute this success to his natural endowments; others think it due to excessive labour that everything he did seemed to have been performed without labour and with ease. For no one could by his own efforts discover the proof, and yet as soon as he learns it from him, he thinks he might have discovered it himself; so smooth and rapid is the path by which he leads one to the desired conclusion."// Plutarch, "Parallel Lives of Greeks and Romans" http://penelope.uchicago.edu/Thayer/E/Roman/Texts/Plutarch/Lives/Marcellus*.html (pg 481 in the 1917 Loeb Classical Library Edition, from the original book dated approximately 100 AD) 288 + 289 +==== Current Developments and Trends (defensive patents; license clauses) ==== 290 + 291 +◐ "Perspectives Identification Discussion Template":/attachments/5995/PerspectivesIdentification_DiscussionTemplate.pdf ◑ 292 + 293 +* Community agreements 294 +** Apache Foundation http://www.apache.org/foundation/license-faq.html#PatentScope 295 +** Patents and GPLv3 http://fsfe.org/campaigns/gplv3/patents-and-gplv3.en.html 296 +* Santa Clara University Conference: Solutions to the Software Patent Problem (16 Nov 2012) 297 +** Keynote Panel #1: What is the Problem? https://scu.box.com/s/m5v07i1fydmb4ylwzkn6/1/528505974/5097755034/1 (webm open video format http://www.webmproject.org ) 298 +— Richard Stallman, Founding President, Free Software Foundation [Video 8:00-to-11:30 and 12:05-to-15:47] 299 +— Kent Walker, Senior VP and General Counsel, Google Inc. [Video 22:50-to-27:07] 300 +** A Report on the Santa Clara Conference on Software Patents http://www.groklaw.net/article.php?story=20121124032902769 301 +** Santa Clara Conference on Software Patents Recap http://writtendescription.blogspot.ca/2012/11/scu-software-patent-conference-recap.html 302 +* Let’s Limit the Effect of Software Patents, Since We Can’t Eliminate Them (R. Stallman) http://www.wired.com/opinion/2012/11/richard-stallman-software-patents/ 303 +* Proposed amendments to the European Commission's proposal for a regulation on the creation of unitary patent protection https://www.unitary-patent.eu/node/5?comment_id_key=lbmuRzWAq8b 304 +* Sequential Innovation, Patents and Imitation www.researchoninnovation.org/patent.pdf 305 +* Patently Absurd http://www.forbes.com/asap/2002/0624/044.html (and update http://www.forbes.com/sites/timothylee/2011/07/07/microsofts-android-shakedown/ ) 306 +* Shield software from litigation http://en.swpat.org/wiki/Shield_software_from_litigation 307 + 308 +==== ☏ __Audio File (pending):__ Listen to a Discussion with an Invited Authority on 20-Year Artificial Monopolization of Computational Ideas ("Software Patents"): What do we learn from the CLS Bank v. Alice Corporation case? ==== 309 + 310 +◐ "5-10-40 Discussion Template":/attachments/5993/5-10-40_DiscussionTemplate.pdf ◑ 311 + 312 +* Dan Ravicher is Executive Director of the Public Patent Foundation and a Lecturer in Law at Benjamin N. Cardozo School of Law. He received his law degree from the University of Virginia School of Law, and is admitted to the United States Supreme Court, the Courts of Appeals for the Federal, 2nd and 11th Circuits, the District Courts for the Southern and Eastern Districts of New York, the State of New York, and the United States Patent and Trademark Office. He is also a registered patent attorney. He writes and speaks frequently on patent law and policy, including twice testifying as an invited witness before Congress on the topic of patent reform, and he was named to both Managing Intellectual Property magazine's '50 Most Influential People in IP' list and IP Law & Business magazine's 'Top 50 Under 45' list. http://www.pubpat.org/Board.htm 313 + 314 +==== 45-Minute Lunch ==== 315 + 316 +==== Real World Patent Court Cases (what went wrong; reasons for decision) ==== 317 + 318 +◐ "Litigation Roles Discussion Template":/attachments/5996/LitigationRoles_DiscussionTemplate.pdf ◑ 319 + 320 +* Case 1: //CLS Bank International v. Alice Corporation_// 321 +** United States Court of Appeals for the Federal Circuit, CLS BANK INTERNATIONAL, Plaintiff-Appellee, AND CLS SERVICES LTD., Counterclaim Defendant-Appellee, v. ALICE CORPORATION PTY. LTD., Defendant-Appellant. Decided: May 10, 2013 http://www.cafc.uscourts.gov/images/stories/opinions-orders/11-1301.Opinion.5-8-2013.1.PDF 322 +** CLS Bank panel decision (http://scholar.google.com/scholar_case?case=13846668729587624571) 323 +— Read the panel decision, and discuss Linn's opinion for the court, and the dissent by Prost 324 +** //En banc// order http://www.cafc.uscourts.gov/images/stories/opinions-orders/2011-1301%20order.pdf 325 +— Read en banc order, and discuss the questions in section (3) 326 + 327 +◐ "Litigation Roles Discussion Template":/attachments/5996/LitigationRoles_DiscussionTemplate.pdf ◑ 328 + 329 +* Case 2: //Bilski v. Kappos// - Supreme Court of the United States "www.supremecourt.gov/opinions/09pdf/08-964.pdf":http://www.supremecourt.gov/opinions/09pdf/08-964.pdf 330 + 331 +==== ☏ __Audio File (pending):__ Listen to a Discussion with an Invited Authority on 20-Year Artificial Monopolization of Computational Ideas ("Software Patents"): The Open Invention Network (OIN) and The Future of Patent Non-Aggression Pacts ==== 332 + 333 +◐ "5-10-40 Discussion Template":/attachments/5993/5-10-40_DiscussionTemplate.pdf ◑ 334 + 335 +* Keith Bergelt is the chief executive officer of Open Invention Network (OIN), a company that acquires patents and licenses them royalty free to entities which, in turn, agree not to assert their own patents against Linux and Linux-related systems and applications. Mr. Bergelt holds an Artium Baccalaureus degree from Duke University, a Jurist Doctorate degree from Southern Methodist University School of Law and a Masters of Business Administration degree from Theseus Institute in France. He has previously served as president and CEO of two Hedge Funds focused on the asset value of patents, trademarks and copyrights. And earlier in his career he established and served as General Manager of the Strategic Intellectual Asset Management business unit at Motorola Corporation and served as Motorola's director of Technology Strategy. Mr. Bergelt was a co-founder of the Intellectual Property Advisory Practice within the Electronics and Telecommunications Industry group at SRI Consulting in Menlo Park, California. http://www.openinventionnetwork.com/press_management.php 336 + 337 +==== Brainstorming a [[Worst Case Scenario Business Survival Guide on Computational Idea Patents]]. Risk-Minimization and Value-Maximization in the Organization's Context ==== 338 + 339 +◐ "3-of-5 Angle Discussion Template":/attachments/5991/3-of-5Angle_DiscussionTemplate.pdf ◑ 340 +◐ "SWOT Discussion Template":/attachments/5992/SWOT_DiscussionTemplate.pdf ◑ 341 + 342 +* Current Practices 343 +* Concerns and Challenges 344 +* Interests and Opportunities 345 + 346 +* Defensive Publications 347 +** DefensivePublications.org http://www.defensivepublications.org/ 348 +** Defensive patent publications establish the existence of prior art in any field http://opensource.com/education/13/2/software-defensive-patents 349 +** IP.com http://ip.com/ 350 + 351 +=== Module: FLOW Business Risk & Value Management - Licensing, Contracting, Trade Secrets === 352 + 353 +==== Optional on-site reading of License Proliferation www.rosenlaw.com/pdf-files/LicenseProliferation.pdf (3.5 pgs) ==== 354 + 355 +==== Client Feedback on Course Methodology & Content ==== 356 + 357 +==== License Similarities; Differences; Choices; Trends; Linkages to Other Types of Agreements ==== 358 + 359 +◐ "5-Angle Discussion Template":/attachments/5990/5Angle_DiscussionTemplate.pdf ◑ (15 minutes per session) 360 + 361 +* "License Haiku" http://www.aaronsw.com/weblog/000360 362 + 363 +* GPL, Eclipse, Apache, MIT, etc. 364 +** A [[Spectrum of FLOW Licenses]] 365 +** List of Licensing Tools http://wiki.opensource.org/bin/view/Projects/List__of__Licensing__Tools 366 +** Comparing Free/Libre/Open Licenses http://www.tldrlegal.com/browse 367 +** Schematic representation of license directionality http://www.ploscompbiol.org/article/info%3Adoi%2F10.1371%2Fjournal.pcbi.1002598 368 +** Five Permissive Licenses Side-by-Side http://www.projectmanagementhotel.com/attachments/5989/Compare_5PermissiveLicensesPDF.pdf 369 +** Apache License v2.0 and GPL Compatibility http://www.apache.org/licenses/GPL-compatibility.html 370 +— On Indemnification, See Section 9 of the Apache License v2.0 371 +— Indemnification Means Always Having to Say You're Sorry http://www.youtube.com/watch?v=WpYcB-_x9gA 372 +** A Practical Guide to GPL Compliance http://www.softwarefreedom.org/resources/2008/compliance-guide.html 373 +** GPL Software Certification Program http://www.fsf.org/licensing/compliancelab.html 374 +— A patent license that is GPL compatible: Firestar Software v. Redhat http://www.redhat.com/f/pdf/blog/patent_settlement_agreement.pdf 375 +— Explanation of the Firestar Software v. Redhat Settlement http://www.groklaw.net/articlebasic.php?story=20080715054748526 376 +** A Guide to the Legal Documentation for Eclipse-Based Content http://www.eclipse.org/legal/guidetolegaldoc.php 377 +— The Eclipse Legal Process www.eclipse.org/legal/EclipseLegalProcessPoster.pdf 378 +** Choosing a Software License (In: A Quick Guide to Software Licensing for the Scientist-Programmer) Scroll half-way down in: http://www.ploscompbiol.org/article/info%3Adoi%2F10.1371%2Fjournal.pcbi.1002598 379 +* Proliferation and Standardization (Licenses; Contributor Agreements; Subscriptions) 380 +** License Proliferation www.rosenlaw.com/pdf-files/LicenseProliferation.pdf 381 +** Google says no to license proliferation (3-part series) http://www.zdnet.com/blog/burnette/google-says-no-to-license-proliferation/192 382 +** LLVM Developer Policy http://llvm.org/docs/DeveloperPolicy.html 383 +— LLVM comments on "Copyright, License, and Patents" http://llvm.org/docs/DeveloperPolicy.html#copyright-license-patents 384 +— University of Illinois/NCSA Open Source License http://opensource.org/licenses/UoI-NCSA.php 385 +— FSF Comments on the University of Illinois/NCSA Open Source License http://www.gnu.org/licenses/license-list.html#NCSA 386 +— FSF Comments on the Modified (3-clause) BSD License http://www.gnu.org/licenses/license-list.html#ModifiedBSD 387 +* Dual/multi Licensing Options (for commits; for projects) 388 +** Maintaining Permissive-Licensed Files in a GPL-Licensed Project: Guidelines for Developers http://www.softwarefreedom.org/resources/2007/gpl-non-gpl-collaboration.html 389 +** Challenges with Hybrid Protection Models http://www.iprinfo.com/julkaisut/verkkojulkaisut/ipr-series-b/fi_FI/proprietary-softvare-vs-foss-b4-ballardini/_files/88735925433140131/default/B4_Ballardini.pdf 390 +** Understanding GPL Exceptions 391 +— Sample License Notices http://www.gnu.org/licenses/gpl-faq.html#GPLIncompatibleLibs 392 +— On Selling Exceptions to the GNU GPL http://www.fsf.org/blogs/rms/selling-exceptions 393 +— GCC Runtime Library Exception http://gcc.gnu.org/onlinedocs/libstdc____/manual/license.html 394 +* Contributor agreements 395 +** Project Harmony: Contributor agreements for free and open source software http://www.harmonyagreements.org/ 396 +** The trouble with Harmony http://opensource.com/law/11/7/trouble-harmony-part-1 and http://opensource.com/law/11/7/trouble-harmony-part-2 397 +** OpenStack Project Individual Contributor License Agreement https://review.openstack.org/static/cla.html and OpenStack: How To Contribute https://wiki.openstack.org/wiki/How_To_Contribute 398 +** NDA Program Confidential Disclosure Agreement for Contributors, The Linux Foundation http://www.linuxfoundation.org/images/2/2e/NDA_contributors.pdf 399 +* The Subscription Model 400 +** Open Source Procurement: Subscriptions http://blogs.computerworlduk.com/simon-says/2011/03/open-source-procurement-subscriptions/index.htm 401 +** Open Source Business Innovation and the Subscription Model http://stephesblog.blogs.com/my_weblog/2007/08/open-source-bus.html 402 +** Why Subscriptions? http://www.redhat.com/about/whoisredhat/subscriptions.html 403 +** Open source procurement: Indemnity http://opensource.com/law/11/2/open-source-procurement-indemnity 404 +** Indemnification Parameters. In: Open Source Software Issues in Commercial Transactions http://about.bloomberglaw.com/practitioner-contributions/open-source-software-issues/ 405 +** Google Glass: [[Something like a Subscription]] 406 +* FLOW in Employment Contracts 407 +** Who Owns Copyright at Work? http://zvulony.ca/2010/articles/intellectual-property-law/copyright-law/copyright-at-work/ 408 +** Who Owns the Intellectual Property: The Employee or the Employer? http://www.lmlaw.ca/who_owns.pdf 409 +** Sign on the Dotted Line: NDAs and Free and Open Source Software http://faif.us/cast/2011/apr/12/0x0D/ (See slide deck at http://faif.us/cast-media/FaiF_0x0D_NDAs.odp ) 410 +** Contracts for people to work on Open Source Software http://andrew.mcmillan.net.nz/foss_friendly_employment_contracts 411 +** Beware Employment Contracts http://developers.slashdot.org/story/02/03/21/0139244/beware-employment-contracts?sdsrc=rel 412 + 413 +==== Free/Libre/Open Foundations and Their Ways (Part 1: Governance Concepts) ==== 414 + 415 +◐ "Perspectives Identification Template":http://projectmanagementhotel.com/attachments/5995/PerspectivesIdentification_DiscussionTemplate.pdf ◑ 416 + 417 +* Governance of Not-for-Profit Organizations 418 +** 20 Questions Directors of Not-for-profit Organizations Should Ask about Governance http://www.cica.ca/focus-on-practice-areas/governance-strategy-and-risk/not-for-profit-director-series/20-questions-series/item12302.pdf 419 +** To Pay or Not To Pay http://asspl.com.au/article/to-pay-or-not-to-pay/ 420 +* Governance of Open Source Software Foundations 421 +** A Framework for Evaluating Managerial Styles in Open Source Projects http://flosshub.org/sites/flosshub.org/files/framework%20for%20evaluating%20Mangerial%20Style.pdf 422 +** Governance of Open Source Software Foundations: Who Holds the Power? (See p 41 "Centres of power for all six foundations" and p 42 "Conclusion") http://timreview.ca/sites/default/files/article_PDF/Prattico_TIMReview_December2012.pdf 423 +** Open Source Software Foundations (See "OSSF Effectiveness") http://timreview.ca/article/194 424 +** Tragedy of the FOSS Commons? Investigating the institutional designs of free/libre and open source software projects http://firstmonday.org/ojs/index.php/fm/article/view/1619/1534 425 + 426 +==== 45-Minute Lunch ==== 427 + 428 +==== Real World Contract Court Cases (what went wrong; reasons for decision) ==== 429 + 430 +◐ "Litigation Roles Discussion Template":/attachments/5996/LitigationRoles_DiscussionTemplate.pdf ◑ 431 + 432 +* Case 1: See Paragraphs 37-42 in: Wayne John Stewart v. Her Majesty The Queen (R. v. Stewart, [1988] 1 S.C.R. 963) http://scc.lexum.org/decisia-scc-csc/scc-csc/scc-csc/en/331/1/document.do 433 + 434 +◐ "Litigation Roles Discussion Template":/attachments/5996/LitigationRoles_DiscussionTemplate.pdf ◑ 435 + 436 +* Case 2: United States of America v. Sergey Aleynikov http://www.ca2.uscourts.gov/decisions/isysquery/ea08355b-8152-43de-ad6f-7299ed2f176f/1/doc/11-1126_complete_opn.pdf#xml=http://www.ca2.uscourts.gov/decisions/isysquery/ea08355b-8152-43de-ad6f-7299ed2f176f/1/hilite/ 437 +** Question in Goldman Sachs case: Can open-source software be stolen? http://www.computerworld.com/s/article/9137161/Question_in_Goldman_Sachs_case_Can_open_source_software_be_stolen_ 438 +** Unlawful use of secret scientific material and unlawful duplication of computer related material http://blogs.findlaw.com/in_house/2013/05/vance-can-proceed-to-trial-against-former-goldman-sachs-programmer.html 439 +** [[Trade Secrets]] 440 +** Behavioural Risk Indicators of Malicious Insider Theft of Intellectual Property 441 +http://www.symantec.com/about/news/release/article.jsp?prid=20111207_01 442 + 443 +==== ☏ __Audio File (pending):__ Listen to a Discussion with an Invited Authority on Intellectual Rights Compliance Management and Risk Identification ==== 444 + 445 +◐ "5-10-40 Discussion Template":/attachments/5993/5-10-40_DiscussionTemplate.pdf ◑ 446 + 447 +* Janet Campbell, Director, Intellectual Property, Secretary and Legal Counsel, Eclipse Foundation. Janet is responsible for the review of intellectual property proposed for inclusion in Eclipse open source projects. This review includes examining both the provenance of the intellectual property and license compatibility. She is author of the Eclipse Legal Process and maintains the document on an ongoing basis. She is also co-author of the Eclipse Guide to Legal Documents, which has benefitted from the work of several contributors over the years. In this session, Janet will discuss how the Eclipse Foundation manages contributions of source code to Eclipse projects and undertakes due diligence to reduce and mitigate risks due to parties involved in re-use or re-distribution. http://www.microdoc.com/eclipse-embedded-day-2009-video-managing-open-source-legal-issues-janet-campbell 448 + 449 +==== Software License Risk-Minimization and Value-Maximization in the Organization's Context ==== 450 + 451 +◐ "3-of-5 Angle Discussion Template":/attachments/5991/3-of-5Angle_DiscussionTemplate.pdf ◑ 452 +◐ "SWOT Discussion Template":/attachments/5992/SWOT_DiscussionTemplate.pdf ◑ 453 + 454 +* Current Practices 455 +* Concerns and Challenges 456 +* Interests and Opportunities 457 + 458 +=== Module: FLOW Business Risk & Value Management - Team and Organizational Performance === 459 + 460 +==== Free/Libre/Open Foundations and Their Ways (Part 2: Multi-Entity Teams) ==== 461 + 462 +* Concepts, definitions, boundary of application, measurement, feedback 463 +* Multi-Organizational Teams 464 +** Risky Trust: How Multi-entity Teams Develop Trust in a High Risk Endeavor http://www.hbs.edu/research/pdf/11-089.pdf 465 +** Team Scaffolds: How Minimal Team Structures Enable Role-Based Coordination http://www.hbs.edu/research/pdf/12-062.pdf 466 + 467 +==== ☏ __Audio File (pending):__ Listen to a Discussion with an Invited Authority on Contract Considerations that Affect Participation in Free/Libre/Open Works ==== 468 + 469 +◐ "5-10-40 Discussion Template":/attachments/5993/5-10-40_DiscussionTemplate.pdf ◑ 470 + 471 +* Amanda Brock is Director at the international technology law firm, Origin, www.origin.co.uk. Prior to joining Origin, she was General Counsel of Canonical for 5 years. She has an LLB (Hons) from the University of Glasgow, a Masters of Comparative Jurisprudence from New York University and an LLM in IP and IT law from Queen Mary, University of London. She is admitted as a solicitor in Scotland and England and Wales. She is author of "E:Business; The Practical Guide to the Laws", and was an editor of the Butterworth's publication Electronic Business Law, and contributed a chapter on commercial agreements in open source to Walden and Shentov, Free and Open Source Software: Policy, Law and Practise, published by Oxford University Press in 2013. Amanda has lectured extensively on IT and commercial law internationally. http://www.origin.co.uk/team/amanda-brock.php 472 + 473 +==== Free/Libre/Open Foundations and Their Ways (Part 3: Case Analysis) ==== 474 + 475 +◐ "5 Angle Discussion Template":/attachments/5990/5Angle_DiscussionTemplate.pdf ◑ 476 + 477 +— How does someone become a participant in their projects? 478 +— How are decisions arrived at? 479 +— Does the license type seem to influence any aspect of governance? 480 +— How does each address copyright ownership? 481 +— How does each address patent non-aggression? 482 +— What //unwritten expectations// should you keep in mind? 483 + 484 +* **Linux Foundation* http://www.linuxfoundation.org/about/bylaws 485 +— A Guide to the Kernel Development Process https://www.kernel.org/doc/Documentation/development-process/1.Intro 486 +— Open Source Compliance Publications http://www.linuxfoundation.org/publications/compliance******** 487 + 488 +* **OpenStack Foundation* https://wiki.openstack.org/wiki/Governance/Foundation/Bylaws 489 +— Contribute to OpenStack / Community https://wiki.openstack.org/wiki/Main_Page 490 +— http://www.openstack.org/legal/******** 491 + 492 +* **Eclipse Foundation* http://www.eclipse.org/org/documents/ 493 +— Eclipse Development Process http://www.eclipse.org/projects/dev_process/development_process_2011.php******** 494 + 495 +* **Apache Foundation* http://www.apache.org/foundation/ 496 +— Open Source Software Peer Review Practices: A Case Study of the Apache Server http://faculty.salisbury.edu/~xswang/research/papers/serelated/testing/p541-rigby.pdf******** 497 + 498 +* **LLVM* (not a foundation but still interesting for us) 499 +— LLVM Developer Policy http://llvm.org/docs/DeveloperPolicy.html 500 +— Life of an Instruction in LLVM http://eli.thegreenplace.net/2012/11/24/life-of-an-instruction-in-llvm/******** 501 + 502 +* Other Interesting Foundations 503 +** R Foundation http://www.r-project.org/foundation/Rfoundation-statutes.pdf 504 +— [[Model of Rigorous Free/Libre/Open Control at CRAN (The Comprehensive R Archive Network)]] 505 +** GNOME Foundation http://www.gnome.org/wp-content/uploads/2012/02/bylaws.pdf 506 +** Open Cloud Principles http://www.opencloudinitiative.org/principles 507 +** OpenDaylight http://www.opendaylight.org/resources/faq#3m 508 +— http://www.networkworld.com/news/2013/041913-ibm-opendaylight-268912.html 509 +** OpenFlow http://www.openflow.org/wp/openflow-components/ 510 +— Why Apache is important to Openflow http://www.projectfloodlight.org/blog/2012/01/30/why-apache-is-important-to-openflow/ 511 + 512 +==== ☏ Free/Libre/Open Foundations and Their Ways (Part 4: __Audio File (pending):__ Listen to a Discussion with an Invited Authority on "Best Practices in Organizing and running a FOSS Foundation") ==== 513 + 514 +◐ "5-10-40 Discussion Template":/attachments/5993/5-10-40_DiscussionTemplate.pdf ◑ 515 + 516 +* Mark Radcliffe is a senior partner at DLA Piper who practices corporate securities and intellectual property law. He has worked with many software companies, in particular open source companies and is Chair of the Open Source Industry Group at the firm. He assisted Sun Microsystems in open sourcing the Solaris operating system and drafting the "Common Development and Distribution License" (CDDL). He has represented eBay, Accenture, Adobe, Palm, Sony, Siemens Venture Capital, and SugarCRM (the first venture backed open source applications company). On a pro bono basis, he serves as outside General Counsel for the Open Source Initiative and on the Legal Committee of the Apache Software Foundation. He was the Chair of Committee C for the Free Software Foundation in reviewing GPLv3 and was the lead drafter for Project Harmony. In 2012, he became outside general counsel of the Open Stack Foundation. http://www.openstack.org/foundation/staff 517 + 518 +==== Review, Integration, Operational Implications ==== 519 + 520 +◐ "3-of-5 Angle Discussion Template":/attachments/5991/3-of-5Angle_DiscussionTemplate.pdf ◑ 521 +◐ "SWOT Discussion Template":/attachments/5992/SWOT_DiscussionTemplate.pdf ◑ 522 + 523 +* The next two weeks 524 +* The next two months 525 +* The next two years