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OASIS and IP - Moving Forward (was: Re: [oasis-charter-discuss] RAND for Requirements?)

  • 1.  OASIS and IP - Moving Forward (was: Re: [oasis-charter-discuss] RAND for Requirements?)

    Posted 11-20-2008 03:37
    Dear friends and colleagues,
    
    The current dialog regarding IP on
    this list is familiar in it contentiousness and the gap in perspective it reveals.  I humbly suggest for the sake of people's attention and in line with the purpose of this list, this dialog be moved to another or a new list, if there is sufficient interest in further discussing the relevant
    issues.  I would
    support carrying on the dialog and would be interested to hear
    (off-list) whom else would also have interest.  I believe the issues are
    fundamental to the suitability of OASIS to carry on certain types of
    open standards, and generally important to the uneasy current balance
    between cultures within OASIS.  My analysis and suggestions are below.
    
    I'm
    in sync with the sentiments expressed on openness regarding open
    standards and open source, but am reluctant to compel companies or
    individuals to give more detail on why they choose this or that IP
    policy.  It is very important that we all, as professional who work
    together voluntarily and in good will, be careful neither to impugn the
    motives or truth-telling of others in our community, not be over
    intrusive in changing other modes of doing business and cultural
    expectations about spin vs. accuracy.  However, in a respectful way, I
    wish to take this opportunity to more fully explore the important
    issues raised by this topic.  I hope that the rift between advocates of
    more fully operating in the public, non-commercial interest for such
    applications as open government and open civic architectures can
    continue to work with an in OASIS in the future - but the different
    cultures jostling within OASIS would be well served by finding better
    governance and
    business processes to ease joining together with
    like minded people who seek to get together to do the people’s work in
    an open standards body.  
    
    Please note that the instinct to ask
    more and more questions about the motives of commercial organizations
    regarding their IP is of limited and instantly diminishing value.  More
    information freely given can be helpful, but it seems an odd practice
    to force private businesses that exist, inter alia, for
    proprietarization of software to speculate about or otherwise limit
    their options by describing their inner motives for choosing a given IP
    policy.  Compelled speech is usually a bad idea, even when required for
    good reasons (and who, after all, is to judge what reasons are "good" -
    so let's just say " even for reasons you agree with").  It also seems
    to me that the choice of a policy that allows licensing fees and other
    restrictions speaks for itself.  It is, in fact, a valid policy that
    explicitly and impliedly conveys an array of options.  That is the
    reason it was chosen - so the IP holders can gain access to that
    horizon of IP licensing possibility.  In latin the phrase would be
    "res ipsa loquitur" - the thing speaks for itself.  The choice of a
    given IP regime puts everybody on notice of what *can* happen.  In my
    experience, sensitively chosen language around choice of IP can serve
    to obfuscate rather than clarify the relevant realities at play.  I'd
    rather read a smarmy, crisp statement like "because it's a valid IP
    choice" than the next most likely alternative - a paragraph of sculpted
    PR language around IP that leave the head spinning without sharpening
    access to relevant facts.
    
    I support the evident intent behind
    the suggestion that better information hence choice be available
    regarding IP.  Here is some background on my perspective of the context
    of this dialog in OASIS and the types of ways we can constructively
    further evolve the culture and practices in OASIS to be more suitable
    work environment for open, non-proprietary standards.
    
    When I
    helped to negotiate the merger of LegalXML into OASIS as a Member
    Section, we found that our IP policies and culture was a clash with
    that of OASIS.  This was because we forbade the licensing of our
    end-product standards and other works anyway but by copyleft.  OASIS,
    by contrast, permitted exclusive, proprietary, license fee copyright
    terms.  The way I proposed we bridge the gap and preserve the explicit
    and important commitment to a safe place to work on truly open
    standards in the public interest was to create a legal bubble around
    our Member Section wherein the participation and output of members
    could only be contributed under the legal terms of our copyleft culture.
    
    OASIS
    was not against this in principal, since they respected the choice of
    members to select their IP environment and all I was doing was
    suggesting a way members could self-select and group in a larger group
    rather than TC by TC.  However, OASIS was unwilling to amend their
    bylaws to reflect this arrangement, and since there was no other
    obvious way to effectuate this goal, I proposed to LegalXML and OASIS
    that we include a clause in our OASIS approved Member Section rules
    that individually required every participant in a Technical Committee
    (TC) formed under the LegalXML OASIS Member Section must abide by our
    policy and refrain from making contributions that infracted the
    policy.  
    
    Since there was no mechanism for getting individual
    OASIS members and participants to agree (like a webform contract as
    part of signing up to a TC), we decided to include the requirement in
    the enabling charter of each TC, thereby defining and governing the
    scope of authority and the valid processes of all work and arrangements
    under or through that TC.  So, we inserted a clause in the Member
    Section that included a block-quoted statement about IP that was
    required to be present in the Charter of every TC created or operating
    under the LegalXML Member Section, and that paragraph was vetted,
    negotiated, amended and endlessly discussed before finally being
    included.
    
    As it was reported to me, there was resistance by
    representatives of certain large software companies relying upon closed
    methods, proprietary licensing and continuing legal and network
    controls over their products.  However, in the end, since it was
    difficult to prevent good government people and open source/open
    standards advocates from choosing their model of participation, the
    plan was accepted.
    
    I'm pleased to share, as Chair of this TC,
    that our hard fought IP language appeared in the Charter and was
    carried forward into the text of the OASIS eContracts TC final,
    formally approved and released eContracts 1.0 Specification.  Sadly,
    with the passage of years, eventually those who favor proprietary IP in
    the standards context found an acceptable new plan, and the then new
    now current OASIS IP Policy effectively repealed the deal between
    LegalXML and OASIS that was so key to our merger.  On a personal note,
    it felt like the old fire of openness fueling the early Internet was
    being extinguished over years with a velvet hammer.  A “transition”
    period was permitted by OASIS to the new policy, and our copyleft
    commitment faded into the night of a long, cold winter. 
    
    But
    now the spark is blinking into existence again, as part of the new
    exciting times we are living into.  The incoming Administration, for
    example, is committed to a new brand of online public infrastructure
    for civic engagement - they call it "Open Government".  Check out
    change.gov if you want a taste of the bright, shiny future.  Many
    individual and small team developers are again innovating through web
    2.0 methods, community creation and relationship tools all freely
    available as - in effect - public civic infrastructure.  My own efforts
    lately have been in creating identity and community dialog civic public
    open infrastructure through the eCitizen Foundation.  Open government
    requires open standards and open architectures that are of, by and for
    the people - not private infrastructures of standards with tolls and
    checkpoints littering access and usability.  And eventually, those
    infrastructures benefit from the formal, mature processes of standards
    making by organizations like OASIS.  Will OASIS be able to evolve to
    create a safe place within it’s mosaic of cultures for like spirited
    people to work together in the public, open, free interests of the
    people?
    
    While there will always be an important place in the
    ecology of America's and the world's economy for proprietary solutions,
    a new day is dawning and the original point of the Internet as a tool
    to liberate individuals, connect communities and transform society is
    returning.  Better ways to define public, free infrastructure for civic
    engagement vs toll roads and gated communities will be needed for our
    new online lives - a kind of re-zoning of cyberspace.  And some of the
    online space and time must be reserved as "public", "open" and "free". 
    That's where we will interact as civic participants, enjoying the
    rights of free speech, free association, free assembly and helping our
    public servants in government to better support our participation in
    American self-governance.
    
    The online infrastructures at all
    levels of the stack, horizontally, vertically, diagonally and across
    the business, legal, social and technical dimensions should be free,
    public and open.  How, after all, can a private company be ceded
    ownership of the means for self-governance in a free society without
    that company, itself, being an organ of government and fully
    transparently accountable and responsive to the people who use the
    tools for their own self-governance.  Otherwise, an improper alignment
    between self-interested private purposes can emerge in conflict with
    the public purposes of civic engagement.  
    
    Private software
    companies would do well to buy their influence in Congress, the White
    House and the Judiciary by paying lobbyists, lawyers and pressure
    groups like everybody else - and eventually those process should be
    reformed to prevent breakdowns in the system like the current economic
    crisis.  But to extend the broken, closed and self-serving systems of
    power to also control the matrix of standards, code and infrastructures
    that comprise government of the immediate digital future is tantamount
    to outsourcing the methods of sovereignty, and therefore ceding undue
    influence over the possible options and results.  It’s a bad idea,
    because it’s both anti-democratic and anti-market, preventing the broad
    participation, competition and capacity to adapt that is a hallmark of
    openness in the markets of ideas and solutions.  
    
    It is better
    for civic infrastructures that enable and contain public participation
    in self-governance in a free society to be subject to open transparent
    accountable systems and come from places like academia, non-profits and
    civic groups than from large private companies because ownership and
    control should be aligned in the public interest and not behind the
    profit motive or a narrow special interest.
    
    Eventually, I
    imagine a cluster of standards, technologies and processes will emerge
    as a suite of standards in an open architecture for online civic
    engagement.  At that time the stewardship of oversight and steering for
    that cluster will be transferred to a quasi-public agency of some kind
    - perhaps like ICANN but with broader scope and hence different and
    better participation in decision making and governance.  In the
    meantime, as things get started at the next stage of adoption of a
    networked society, use of existing open standards groups like OASIS
    would be an optimal way to bridge from the past to the future.  Can
    OASIS adapt to meet the challenges of standards making for open, public
    civic infrastructure in the information age?
    
    I hope that one day
    soon OASIS will work with members who prize openness to create more
    safe bubbles or other more workable and acceptable approaches for
    like-spirited people to work together in the public interest within
    OASIS.  Whether contained by the structure of a "Member Section", as I
    legally and politically archtiected in prior years, or perhaps in some
    new cross-boundary council or SIG - it's time for a change.  And better
    commitment openness is change we need.  A broader community is needed
    to work, not just isolated groups one TC at a time.  Based on prior
    work along, OASIS deserves the chance to evolve and adapt to the new,
    better times.  I encourage people who feel disgruntled by the current
    IP postures to take some time to communicate, including with OASIS, to
    explore potential better ways to work in the future.
    
    Please take
    heed of the underlying energy animating this thread - it is not so much
    about gaining better clarity over the choice of IP in a rigid,
    industrial after-the-fact comment process - I perceive it is really
    about a call for change, a call for more and better methods to clearly
    enable and promote openness that is not closed by proprietary ownership
    and control, it's a call for OASIS to improve the culture by creating
    work environments of people who share a commitment to  reform that in
    some way allowed easier access to a broader culture of like-minded
    volunteers who want to work on standards that are open inside OASIS
    and/or in alliance combination with other groups.
    
    Sincerely,
    - Dazza Greenwood
    
    ==============================
    Dazza (Daniel) Greenwood, JD
    Internet: http://CIVICS.com
    Email: [i don't post my e-mail to OASIS lists to avoid spam]
    Mobile: +1-650-504-5474
    ==============================