Why GPL Compliance Education Materials Should Be Free as in Freedom
[ This blog was crossposted on Software Freedom Conservancy's website. ]
I am honored to be a co-author and editor-in-chief of the most comprehensive, detailed, and complete guide on matters related to compliance of copyleft software licenses such as the GPL. This book, Copyleft and the GNU General Public License: A Comprehensive Tutorial and Guide (which we often call the Copyleft Guide for short) is 155 pages filled with useful material to help everyone understand copyleft licenses for software, how they works, and how to comply with them properly. It is the only document to fully incorporate esoteric material such as the FSF's famous GPLv3 rationale documents directly alongside practical advice, such as the pristine example, which is the only freely published compliance analysis of a real product on the market. The document explains in great detail how that product manufacturer made good choices to comply with the GPL. The reader learns by both real-world example as well as abstract explanation.
However, the most important fact about the Copyleft Guide is not its useful and engaging content. More importantly, the license of this book gives freedom to its readers in the same way the license of the copylefted software does. Specifically, we chose the Creative Commons Attribution Share-Alike 4.0 license (CC BY-SA) for this work. We believe that not just software, but any generally useful technical information that teaches people should be freely sharable and modifiable by the general public.
The reasons these freedoms are necessary seem so obvious that I'm surprised I need to state them. Companies who want to build internal training courses on copyleft compliance for their employees need to modify the materials for that purpose. They then need to be able to freely distribute them to employees and contractors for maximum effect. Furthermore, like all documents and software alike, there are always “bugs”, which (in the case of written prose) usually means there are sections that are fail to communicate to maximum effect. Those who find better ways to express the ideas need the ability to propose patches and write improvements. Perhaps most importantly, everyone who teaches should avoid NIH syndrome. Education and science work best when we borrow and share (with proper license-compliant attribution, of course!) the best material that others develop, and augment our works by incorporating them.
These reasons are akin to those that led Richard M. Stallman to write his seminal essay, Why Software Should Be Free. Indeed, if you reread that essay now — as I just did — you'll see that much of damage and many of the same problems to the advancement of software that RMS documents in that essay also occur in the world of tutorial documentation about FLOSS licensing. As too often happens in the Open Source community, though, folks seek ways to proprietarize, for profit, any copyrighted work that doesn't already have a copyleft license attached. In the field of copyleft compliance education, we see the same behavior: organizations who wish to control the dialogue and profit from selling compliance education seek to proprietarize the meta-material of compliance education, rather than sharing freely like the software itself. This yields an ironic exploitation, since the copyleft license documented therein exists as a strategy to assure the freedom to share knowledge. These educators tell their audiences with a straight face: Sure, the software is free as in freedom, but if you want to learn how its license works, you have to license our proprietary materials! This behavior uses legal controls to curtail the sharing of knowledge, limits the advancement and improvement of those tutorials, and emboldens silos of know-how that only wealthy corporations have the resources to access and afford. The educational dystopia that these organizations create is precisely what I sought to prevent by advocating for software freedom for so long.
While Conservancy's primary job provides non-profit infrastructure for Free Software projects, we also do a bit of license compliance work as well. But we practice what we preach: we release all the educational materials that we produce as part of the Copyleft Guide project under CC BY-SA. Other Open Source organizations are currently hypocrites on this point; they tout the values of openness and sharing of knowledge through software, but they take their tutorial materials and lock them up under proprietary licenses. I hereby publicly call on such organizations (including but not limited to the Linux Foundation) to license materials such as those under CC BY-SA.
I did not make this public call for liberation of such materials without first trying friendly diplomacy first. Conservancy has been in talks with individuals and staff who produce these materials for some time. We urged them to join the Free Software community and share their materials under free licenses. We even offered volunteer time to help them improve those materials if they would simply license them freely. After two years of that effort, it's now abundantly clear that public pressure is the only force that might work0. Ultimately, like all proprietary businesses, the training divisions of Linux Foundation and other entities in the compliance industrial complex (such as Black Duck) realize they can make much more revenue by making materials proprietary and choosing legal restrictions that forbid their students from sharing and improving the materials after they complete the course. While the reality of this impasse regarding freely licensing these materials is probably an obvious outcome, multiple sources inside these organizations have also confirmed for me that liberation of the materials for the good of general public won't happen without a major paradigm shift — specifically because such educational freedom will reduce the revenue stream around those materials.
Of course, I can attest first-hand that freely liberating tutorial materials curtails revenue. Karen Sandler and I have regularly taught courses on copyleft licensing based on the freely available materials for a few years — most recently in January 2017 at LinuxConf Australia and at at OSCON in a few weeks. These conferences do kindly cover our travel expenses to attend and teach the tutorial, but compliance education is not a revenue stream for Conservancy. While, in an ideal world, we'd get revenue from education to fund our other important activities, we believe that there is value in doing this education as currently funded by our individual Supporters; these education efforts fit withour charitable mission to promote the public good. We furthermore don't believe that locking up the materials and refusing to share them with others fits a mission of software freedom, so we never considered such as a viable option. Finally, given the institutionally-backed FUD that we've continue to witness, we seek to draw specific attention to the fundamental difference in approach that Conservancy (as a charity) take toward this compliance education work. (My my recent talk on compliance covered on LWN includes some points on that matter, if you'd like further reading).
0One notable exception to these efforts was the success of my colleague, Karen Sandler (and others) in convincing the OpenChain project to choose CC-0 licensing. However, OpenChain is not officially part of the LF training curriculum to my knowledge, and if it is, it can of course be proprietarized therein, since CC-0 is not a copyleft license.
After two years of that effort, it's now abundantly clear that public pressure is the only force that might work
I'd like to know why improving free materials is not among the forces that could work. Pleading isn't how free software has obtained the successes it has.
Mike, I agree that we need to improve existing materials. My point in the blog post is to point out that, like with Free Software development itself, we have proprietary competitors that we have to succeed against, and that these proprietary competitors are entities that people tend to think are on our side. They aren't.
I have spent a lot of my career helping organizations release work as Free Software. I tried the same here, for years, discussing with people at the Linux Foundation, asking them to release their materials under Free licenses. They pretended to be working with me, then stopped talking to me and released even more proprietary materials. I think public pressure can possible have an impact on that behavior, which is why I wrote the blog post.
But I agree with you that we shouldn't spend further time pleading with them. One plea is enough. I've made it. Now let's get to work on copyleft.org. :)