Greg Pomerantz pointed me to this article on a recent
2nd Circuit copyright decision. The case basically disambiguated the
term "owner" in 17 U.S.C. §117 (a). It may seem nit-picky and obscure
but (AFAICT, IANAL, OMG) this decision has good implications for free
software hackers. Because Greg continues to refuse a blog of his own,
I've agreed to write this up to spread the good news.
As the article points out, §117 (a) of the copyright code provides an
affirmative defense against copyright infringement for anyone who
owns a physical copy of a computer program and who makes an
adaptation "as an essential step in the utilization of the computer
program in conjunction with a machine," and uses it "in no other
manner." Basically, owners of programs can modify said programs.
The case in question is Krause v. Titleserv Inc., 03-9303. Here is
the back story: William Krause was a programmer and consultant hired
by Titleserv to write a series of programs over the course of a
decade. When Krause left Titleserv, he left the company the right
use the software but not modify it. Using technical means that are not
entirely clear from what I've read, he left the software "locked" so
that the company did not have access to source code or the ability to
modify the program. Evidently, the technical means were not very good
ones. Titleserv managed to sidestep these restrictions and bring the
software back into modifiable source form. They modified the program
to keep it working a number of times and in a number of sometimes
rather intrusive ways.
As I mentioned above, copyright law says that the right to modify is
something all owners have. As a result, the core argument in the case
boiled down to Krause saying that the owner of the software was the
person who held a title to the software -- unsurprising himself in
this case. Titleserv, predictably enough, argued that the owner was
anybody who rightfully possessed the software and that any rightful
possessor of a copy was an "owner" and could modify software without
any risk of infringement.
Second Circuit Judges Pierre Leval and Robert Katzmann sided with
Titleserv. Leval said that courts should, "inquire into whether the
party exercises sufficient incidents of ownership over a copy of the
program to be sensibly considered the owner of the copy for purposes
of §117(a)." Rightful possession is ownership.
Krause also argued for a narrow definition of "essential" that would
only cover modifications necessary to keep the program
functioning. The court was willing to side with Titleserv again and
adopt a broad interpretation of "essential" that covered the wide
range of changes that Titleserv made: everything from bug fixes to
updates to cosmetic changes.
For free and open source software hackers, this is great news: a broad
definition of owner in terms of software is fantastic for software
freedom. The implications of ownership as defined as rightful
possession are not necessarily limited to a distributed right to
modifiability by groups other than the title holder although alone
this is a major victory. Apparently, Titleserv sidestepped what
sounded like sort of copyright protection device. The ability as the
owner to do this on software one rightfully posesses is great. It
remains to be seen (or explained) how much or how little good can be
squeezed out of this.
The Debian-Legal mailing list talks about the "tentacles of evil test"
which is a hypothetical situation that the list uses to evaluate
licenses. Basically, the test tries to prevent against bad things
happening to rightful possessors if the owner or the ownership for the
title of a piece of software falls within the grasp of some nasty
anti-freedom entity. I agree that the sentiment is an important
freedom concern (although am not always happy with the way it has been
employed and applied in the past on the list). This case seems to mean
that we can worry a bit less about those tentacles in many situations.
While I'm not happy with the idea of software having owners, this case
defines owner in a massively less centralized fashion that many of us
had assumed was the case and this is a victory for software
freedom.
If you're really interested, here is another article
and you can find the full case on Lexis and elsewhere.