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Open Source Law, Policy and Practice 2nd Revised edition [Mīkstie vāki]

(CEO, OpenUK)
  • Formāts: Paperback / softback, 640 pages, height x width x depth: 234x157x34 mm, weight: 960 g
  • Izdošanas datums: 20-Oct-2022
  • Izdevniecība: Oxford University Press
  • ISBN-10: 0198862342
  • ISBN-13: 9780198862345
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  • Cena: 108,03 €
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  • Formāts: Paperback / softback, 640 pages, height x width x depth: 234x157x34 mm, weight: 960 g
  • Izdošanas datums: 20-Oct-2022
  • Izdevniecība: Oxford University Press
  • ISBN-10: 0198862342
  • ISBN-13: 9780198862345
Citas grāmatas par šo tēmu:
Open Source Software has seen mass adoption in the last decade and potentially forms the majority of software today. It is realised through legal instruments, private law agreements, licences, governance, and community norms—all of which lead to the sharing of intellectual property and to economic and commercial disruption in technology.

Written by world leading Open Source and legal experts, this new edition of Open Source Law, Policy and Practice is fully updated with a global focus on technology and market changes over the last decade. The work delivers an in-depth examination of the community, legal, and commercial structures relating to the usage and exploitation of Open Source. This enables readers to understand the legal environment within which Open Source operates and what is required for its appropriate governance and curation in enterprise and the public sector. This is achieved by focusing on three main areas: intellectual property rights; the governance of Open Source; and the business and economic impacts.

Recenzijas

When I was the Cabinet Minister leading the UK's Open First strategy a decade ago, the UK took leadership in Open Source software, and has continued to do this through Government Digital Services. The unprecedented adoption of Open Source software across the globe has generated a necessary focus on its curation and governance to ensure well maintained, secure Open Source in our private and public sectors. The UK leadership of this book has brought the world's leading experts into a much needed text to support the future success of Open Source. * Lord Maude of Horsham, Former Cabinet Minister, UK Government * The definitive handbook for anyone studying, working, or simply interested in learning more about Open Source, this volume provides compelling and comprehensive cross-disciplinary analyses, charting the evolution of Open Source from ideological beginnings into the critical public infrastructure the world relies on today. With contributions from the leading thinkers and practitioners in this field, even the most seasoned Open Source professionals will find this volume essential reading and reference material. * Dr Rebecca Rumbul, CEO Rust Foundation *

Foreword xvii
Keith Bergelt
Abbreviations xix
Contributors xxv
Table of Cases
xxxi
Table of Legislation
xxxvii
Introduction xliii
1 Open Source as Philosophy, Methodology, and Commerce: Using Law with Attitude
1(33)
Ian Walden
1.1 Introduction
1(1)
1.2 The Legal Treatment of Software
2(5)
1.3 Open Source as Philosophy and Politics
7(14)
1.4 `Open' What?
21(9)
1.5 Open Source as Development Methodology
30(1)
1.6 Open Source as Commerce
30(1)
1.7 Enforcing Open Source
31(1)
1.8 Open Futures
32(1)
1.9 Concluding Remarks
32(2)
2 Evolving Perspective on Community and Governance
34(37)
Ross Gardler
Stephen R. Walli
2.1 Collaboration and Communities
34(1)
2.2 Intellectual Assets to Intellectual Property
35(1)
2.3 Intellectual Property and Industrial Scale
36(1)
2.4 Early Experiments under Copyright
36(1)
2.5 The Start of an Engineering Economic Model
37(2)
2.6 Open Source as a Shared Production Model
39(1)
2.7 Open Source Culture
40(2)
2.8 Licences to Facilitate Collaboration
42(2)
2.9 The Politics and Ethics of Open Source
44(1)
2.10 The Free Software Definition
45(1)
2.11 The Open Source Definition
46(1)
2.12 Open Source Initiative, a Pragmatic Community
47(2)
2.13 Pragmatism versus Ethics
49(1)
2.14 The Apache Software Foundation
50(2)
2.15 Governance of Open Source
52(1)
2.16 People versus Process
53(1)
2.17 The Benevolent Dictator Governance Model
54(1)
2.18 The Meritocratic Governance Model
55(1)
2.19 Implications of Licence Choice and IP Management on Governance Models
56(2)
2.20 The Rise of Codes of Conducts
58(2)
2.21 The Business of Open Source
60(5)
2.22 Open Source Non-Profits
65(2)
2.23 Conclusion
67(4)
PART 1 INTELLECTUAL PROPERTY, CORPORATE, AND GOVERNANCE
3 Copyright, Contract, and Licensing in Open Source
71(42)
P. McCoy Smith
3.1 Copyright and Software
71(12)
3.2 Forms of Open Source Licensing
83(14)
3.3 Software Interaction and Licence Compatibility
97(5)
3.4 Interpreting Open Source Licences: Contract or `Bare Licence'?
102(5)
3.5 What Makes a Software Licence `free' or `open source'?
107(4)
3.6 Conclusion
111(2)
4 Contributor Agreements
113(13)
Jilayne Lovejoy
4.1 Project Licence Agreements
113(1)
4.2 Types of Inbound Agreements for Open Source Projects
114(7)
4.3 Employee Contributions
121(2)
4.4 Practical Advice
123(3)
5 Copyright Enforcement
126(15)
Miriam Belhausen
5.1 Introduction
126(2)
5.2 What is Copyright Infringement and What Claims Can Be Made?
128(1)
5.3 Enforceability of Open Source Licences and Termination Provisions--How?
129(2)
5.4 Why is Copyright in Open Source so Consistendy Enforced in Germany?
131(1)
5.5 Who Can Enforce Copyright in Open Source?
132(4)
5.6 What Are the Key Arguments and Alleged Infringements?
136(3)
5.7 New Trends
139(2)
6 Transforming the Supply Chain with Openchain ISO5230
141(4)
Shane Coughlan
6.1 Overview
141(1)
6.2 Compliance is a Process Challenge that Spans Multiple Organisations
142(1)
6.3 Because No Single Company Makes a Finished Device, No Single Company Can Solve Compliance Challenges
142(1)
6.4 The Best Solutions Are Often the Simplest, with the Lowest Barriers to Entry
142(1)
6.5 OpenChain ISO 5230 is Intended to Make Open Source Licence Compliance More Predictable, Understandable, and Efficient for the Software Supply Chain
143(1)
6.6 A Simple Specification that Explains the Key Requirements of a Quality Compliance Program
143(1)
6.7 A Clear and Free Way to Check Conformance with the Specification
143(1)
6.8 Reference Material to Support Conformance and with Broader Questions of Training and Processes
144(1)
6.9 Community and Support
144(1)
6.10 Conclusion
144(1)
6.11 References
144(1)
7 SPDX and Software Bill of Materials ISO/IEC 5962L 2021
145(19)
Kate Stewart
7.1 Why Create a Software Bill of Materials?
145(1)
7.2 What is an SPDX Document?
146(10)
7.3 Listening to the Open Source Community Needs
156(5)
7.4 Tooling and Best Practices to Make it Easy for Developers
161(1)
7.5 Adoption of SPDX Documents
161(1)
7.6 Future Directions
162(2)
8 Corporate Concerns: Audit, Valuation, and Deals
164(19)
Toby Crick
8.1 Introduction
164(2)
8.2 Why Understanding Open Source is Important in the Corporate Context
166(3)
8.3 Open Source Audit Services
169(3)
8.4 Valuation
172(2)
8.5 Issues Arising on M&A
174(4)
8.6 Investment in Open Source Businesses
178(2)
8.7 Insolvency
180(1)
8.8 IPO
181(2)
9 Trademarks
183(30)
Pamela Chestek
9.1 Introduction
183(1)
9.2 Trademark Law Basics
184(14)
9.3 Open Source Projects, Products, and Services
198(3)
9.4 The Community Role in Open Source Trademarks
201(3)
9.5 Lawful Use of Others' Trademarks
204(4)
9.6 Attempts to Limit Competition with Trademarks
208(4)
9.7 Conclusion
212(1)
10 Patents and the Defensive Response
213(43)
Malcolm Bain
P. McCoy Smith
10.1 Patents and Software
213(4)
10.2 Patents 101: Why Are Patents Relevant to Open Source?
217(9)
10.3 Patents and Open Source Interactions
226(9)
10.4 How Open Source Deals with Patents
235(10)
10.5 Patent Busting and Patent Pools
245(4)
10.6 Patent Litigations Initiated Against Open Source
249(3)
10.7 Conclusions
252(4)
11 Open Source Software in Standard Setting: The Role of Intellectual Property Right Regimes
256(17)
Knut Blind
Mirko Bbhm
Nikolaus Thumm
11.1 Introduction
256(2)
11.2 Results from the Literature
258(5)
11.3 Insights from Case Studies and Stakeholder Consultation
263(3)
11.4 Compatibility of Intellectual Property Regimes in Standards Development Organisations and Open Source Software
266(4)
11.5 Conclusion
270(3)
12 Export Control
273(9)
Michael Cheng
Mishi Choudhary
12.1 Introduction
273(1)
12.2 Export Control Checklist
274(2)
12.3 Case Study: Application of Export Control Regimes to Open Source in the US
276(2)
12.4 Survey of Export Control Regimes
278(3)
12.5 Recommendations
281(1)
13 Open Source Software and Security: Practices, Governance, History, and Perceptions
282(9)
Charles-H. Schulz
13.1 Open Source and Security: Myths and Reality
282(4)
13.2 Open Source Security Governance: Vulnerability Discovery, Patching, and Disclosure Practices
286(5)
PART 2 THE BUSINESS OF OPEN: ECONOMICS, OPEN SOURCE MODELS, AND USAGE
14 Sustainability and Open Source
291(7)
Cristian Parrino
14.1 From Human-Centred Design to Community-Centred Design
292(1)
14.2 The City of Amsterdam Case
292(1)
14.3 The Emissions Problem and the Role and Complexity of Supply Chains
293(1)
14.4 The Carbon-Negative Data Centre Blue Print
294(2)
14.5 UN Sustainable Development Goals and Open Data
296(2)
15 Economics of Open Source
298(31)
Mirko Bohm
15.1 The Economics of Open Source
299(1)
15.2 Introduction: Open Source, Law, Politics, and Economics
299(2)
15.3 Why is Free Software Free?
301(2)
15.4 Software Freedom and Open Collaboration
303(2)
15.5 Differentiate or Collaborate!
305(2)
15.6 Joint Stewardship and Governance
307(1)
15.7 Contributions, Copyright, and Participation
308(1)
15.8 Communities, Contributors, and Merit
309(3)
15.9 Value at the Edge of the Commons
312(2)
15.10 Open Source-Related Products and Service
314(3)
15.11 The Benefits of Open Source in a Business Context
317(2)
15.12 Differentiating in the Eyes of the Consumer
319(1)
15.13 The Role of the Volunteer Community
320(2)
15.14 Competition in the Wider Open Source Community
322(2)
15.15 Compliance, Social and Market Transactions, and Zero Price
324(2)
15.16 Open Source as Community-Provisioned Public Good
326(3)
16 Business and Revenue Models and Commercial Agreements
329(40)
Amanda Brock
16.1 Introduction
329(1)
16.2 What is Open Source?
330(6)
16.3 Business Models and Open Source
336(7)
16.4 Commercial or Business Models
343(8)
16.5 Cloud and Open Source in the Last Few Years
351(12)
16.6 Standards and FRAND
363(1)
16.7 Open Source Business Models--Diversity and Success
364(1)
16.8 Measuring Success and the Values of Open Source
364(1)
16.9 Open Source and Commercial Contracts
365(4)
17 Antitrust, Competition, and Open Source
369(16)
Carlo Plana
17.1 Introduction
369(1)
17.2 Abuse of Dominant Position
370(8)
17.3 Merger Control
378(7)
18 Foundations and Other Organisations
385(10)
Karen Sandler
18.1 Governance versus Foundations
386(1)
18.2 The No-Foundation Solution
387(1)
18.3 Charities
387(3)
18.4 Trade Associations
390(1)
18.5 Aggregating Foundations--Fiscal Sponsors
391(1)
18.6 Corporate Initiatives
391(1)
18.7 A Note of Licensing and Foundations
392(1)
18.8 Co-option, Funding, and Confusion around Corporate Models
392(2)
18.9 Need for Organisational Diversity
394(1)
19 The Rise of the Open Source Program Offices (OSPO)
395(13)
Nithya Ruff
19.1 The Beginning
395(1)
19.2 Should You Start An Open Source Program Office (OSPO)?
396(2)
19.3 The Role of an OSPO, Model Options, and Where Should We Build It?
398(4)
19.3.1 Drilling down into OSPO's components
400(2)
19.4 How Did OSPOs Get Started and the What is the ToDo Group?
402(1)
19.5 What is the Impact of an OSPO on an Organisation?
403(3)
19.6 How to Get Started in Creating Your Own OSPO?
406(1)
19.7 Conclusion and Attributions
407(1)
20 Cloud Native Development, Containers, and Open Source Licensing
408(21)
Richard Fontana
20.1 Overview of Linux Containers
408(2)
20.2 Containers and the Scope of Copyleft
410(6)
20.3 Container Images and Source Code Compliance
416(5)
20.4 Identifying the Licence of a Container
421(1)
20.5 Containers and Network Services Copyleft
422(2)
20.6 The Rise of `Source-Available' Licences Targeting Cloud Service Providers
424(5)
21 Public Sector and Open Source
429(42)
G. Iain
K.C. Mitchell
21.1 Introduction
429(1)
21.2 The International Context--The WTO
430(1)
21.3 The European Procurement Law Context
431(4)
21.4 Issues in Software Procurement
435(20)
21.5 The UK
455(6)
21.6 The US
461(4)
21.7 Conclusion
465(6)
PART 3 EVERYTHING OPEN
22 Blockchain and Open Source
471(19)
Mark Radcliffe
22.1 Blockchain Systems
473(1)
22.2 Protocols and Clients
474(1)
22.3 Forking
475(2)
22.4 Code Review
477(2)
22.5 Bitcoin Client Licence Analysis
479(2)
22.6 Ethereum Client Licence History
481(3)
22.7 Ethereum Client Licence Analysis
484(3)
22.8 Conclusions
487(3)
23 Open Hardware
490(22)
Andrew Katz
23.1 Introduction
490(1)
23.2 What is Hardware?
490(1)
23.3 A Brief History
491(2)
23.4 The Open Source Hardware Definition
493(3)
23.5 Hardware and Reciprocity (Copyleft)--Intellectual Property
496(5)
23.6 Hardware and Other Forms of Intellectual Property Right
501(2)
23.7 Specific Open Hardware Licences
503(5)
23.8 Non-copyleft Hardware Licences
508(1)
23.9 Open Source Hardware: Development Models
508(3)
23.10 Conclusion
511(1)
24 Open Everything
512(27)
Andrew Katz
24.1 Freedom to Use, Study, Modify, and Share
514(2)
24.2 Open Governance
516(1)
24.3 Anti-Lock-In
516(1)
24.4 Interrelationship Between Opens
517(1)
24.5 Openness and Intellectual Property Rights
518(2)
24.6 Definitions of Openness (and Freedom) in Software
520(1)
24.7 Open Knowledge
521(1)
24.8 Open Data
522(1)
24.9 Open Content
523(1)
24.10 Creative Commons
523(2)
24.11 Other Documentation Licences
525(1)
24.12 Open Hardware (and Open Source Hardware)
525(1)
24.13 Open Data
526(3)
24.14 Open Software Services
529(2)
24.15 Open Pontics and Open Government
531(1)
24.16 Open Standards and Open Specifications
532(3)
24.17 Open Innovation
535(1)
24.18 Open Publishing, Open Education, and Open Access
536(2)
24.19 Summary
538(1)
Appendix 539(18)
Index 557
Amanda Brock is the CEO of OpenUK, the organisation for the business of Open Source in the UK, a member of a number of Open Source and Open Standards Boards, keynote speaker and author.