[Upd-discuss] Article: Patent pools offer open source a new incentive--and a new source of power

Andy Oram andyo@oreilly.com
Thu, 8 Dec 2005 05:19:11 -0500 (EST)


Patent pools offer open source a new incentive--and a new source of power

   Andy Oram
   Dec. 08, 2005 02:12 AM

   It's been talked about for years, and now there are well-endowed and
   well-researched organizations claiming to offer open source software
   some protection from patent lawsuits. The very announcement of these
   efforts--even before they have a chance to prove successful--are an
   historical watershed for open source and free software. For the first
   time you get back something tangible for open-sourcing. And this leads
   to another key change in the terrain: it now becomes critical how
   "open source" is defined, and who has the power to define it.

Background

   The two patent pool projects concerned here--open source's shining
   knights in armor--are the [94]Patent Commons Project and the [95]Open
   Invention Network. The basic idea is to use the patent system the way
   companies and inventors have used it from the start: to cross-license
   patents and use patents defensively so they aren't sued out of
   existence.

   As in a fencing match between good players, patent holders rarely hit
   each other point-on. Rather, they make threats and counter-threats.
   But that requires a great deal of money and legal help, both to
   acquire patents and to use them in court.

   Now developers, corporations, and organizations sympathetic to open
   source software take out patents and donate them to one of the patent
   pools. The pools are backed by large companies that provide the
   resources for defending the patents. They pledge never to use the
   patents against open-source projects. But when anyone threatens an
   open-source project, the patent pool is brought into play to defend
   the project against the threat. This is the way the patent system
   works (or has up to now).

   An [96]overview at Linux Weekly News covers the developments (it may
   not be available yet to the general public when this blog first comes
   out). Some have [97]doubted the value of the pools, but putting a
   formal system in place should have long-run effects that can't be
   achieved through current ad-hoc promises by IBM and others.

   Free software developers have been waiting years to try this out. But
   as always, major initiatives raise major questions.

Suddenly open source has new value

   Until now, there was no prize for doing open source; you didn't get
   back anything in return. Oh, of course, you got the right to use other
   people's innovations in open source, and that's probably the biggest
   incentive for open-sourcing software. But it's just a tit for tat.
   There was no particular power to open-sourcing.

   Now it's different. Open source your software, and you get protection.
   Individual developers or small software houses that always had to
   worry about patent lawsuits can now worry a bit less--but only if they
   play the open-source game.

   This is powerful. Managers who always asked "What do we get for
   open-sourcing besides good will?" now have a concrete answer: there
   will be a lot of legal muscle at their disposal.

   There's power behind open source. And that means there's something new
   to fight over.

What is open source--and who gets to say?

   If large legal resources are available to anyone open-sourcing his or
   her software, it suddenly becomes critical to define open source
   precisely. Does Microsoft's Shared Source initiative receive patent
   protection? Do we use the [98]Open Source Definition managed by the
   [99]Open Source Institute, the [100]definition of free software by the
   [101]Free Software Foundation, or both, or some totally new definition
   created the sponsors of the patent pools?

   Amazingly, I have not been able to find anywhere--on the web sites of
   the Patent Commons Project and the Open Invention Network or among any
   of the commentators--a definition of open source. These towering legal
   initiatives have not publicized the key legal foundation of their
   work, which is what they're protecting.

   There have been many arguments over definitions of free and open
   source software, largely because projects using different licenses
   find it difficult to combine their software. Some of the arguments are
   less well-intentioned. People are finding new ways to game the system
   all the time (one of the reasons for the current update of the GPL to
   3.0). Now that there's a new and valuable resource to fight over,
   definitions become central to a potential battle over a significant
   resource.

   Are there enough licenses already? Could the community just select a
   few and tie the definition of open source to those licenses forever?
   That won't work; times and technology change, so someone will always
   have to revisit the definition. That someone will have a lot of power.

   I'm sure the current ambiguity will be resolved. (In fact, I might
   just have missed the resolution.) It's important for the sponsors of
   the patent pools to be fair and not to play favorites, but to be
   precise and explicit--and alert to possible misuse of their
   generosity.

-----

   Andy Oram is an editor for O'Reilly Media, specializing in Linux
   and free software books, and a member of Computer Professionals for
   Social Responsibility. His web site is www.praxagora.com/andyo.

   Weblog authors are solely responsible for the content and accuracy of
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        This work is licensed under a [108]Creative Commons License.

References

  94. http://www.patent-commons.org/
  95. http://www.openinventionnetwork.com/
  96. http://lwn.net/Articles/163038/
  97. http://www.techworld.com/applications/news/index.cfm?NewsID=4209
  98. http://www.opensource.org/docs/definition.php
  99. http://www.opensource.org/
 100. http://www.gnu.org/philosophy/free-sw.html
 101. http://gnu.org/

 108. http://creativecommons.org/licenses/by-nc-sa/2.5/