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Managing IP While Using Open Source: Copyright and Patent Licensing Assessing Software Options, Mitigating Risk of IP Infringement in Software Development Today’s faculty features: 1pm Eastern | 12pm Central | 11am Mountain | 10am Pacific The audio portion of the conference may be accessed via the telephone or by using your computer's speakers. Please refer to the instructions emailed to registrants for additional information. If you have any questions, please contact Customer Service at 1-800-926-7926 ext. 1. TUESDAY, FEBRUARY 20, 2018 Presenting a live 90-minute webinar with interactive Q&A James G. Gatto, Open Source Team Leader, Sheppard Mullin Richter & Hampton, Washington, D.C. Heather Meeker, Partner, O’Melveny & Myers LLP, Menlo Park, Calif. Gideon Myles, Lead IP Counsel, Dropbox, San Francisco

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Page 1: Managing IP While Using Open Source: Copyright and Patent ...media.straffordpub.com/.../presentation.pdf2013: ReactJS additional patent grant released 2015: License revised 2010s:

Managing IP While Using Open Source:

Copyright and Patent Licensing Assessing Software Options, Mitigating Risk of IP Infringement in Software Development

Today’s faculty features:

1pm Eastern | 12pm Central | 11am Mountain | 10am Pacific

The audio portion of the conference may be accessed via the telephone or by using your computer's

speakers. Please refer to the instructions emailed to registrants for additional information. If you

have any questions, please contact Customer Service at 1-800-926-7926 ext. 1.

TUESDAY, FEBRUARY 20, 2018

Presenting a live 90-minute webinar with interactive Q&A

James G. Gatto, Open Source Team Leader,

Sheppard Mullin Richter & Hampton, Washington, D.C.

Heather Meeker, Partner, O’Melveny & Myers LLP, Menlo Park, Calif.

Gideon Myles, Lead IP Counsel, Dropbox, San Francisco

Page 2: Managing IP While Using Open Source: Copyright and Patent ...media.straffordpub.com/.../presentation.pdf2013: ReactJS additional patent grant released 2015: License revised 2010s:

Tips for Optimal Quality

Sound Quality

If you are listening via your computer speakers, please note that the quality

of your sound will vary depending on the speed and quality of your internet

connection.

If the sound quality is not satisfactory, you may listen via the phone: dial

1-866-570-7602 and enter your PIN when prompted. Otherwise, please

send us a chat or e-mail [email protected] immediately so we can address

the problem.

If you dialed in and have any difficulties during the call, press *0 for assistance.

Viewing Quality

To maximize your screen, press the F11 key on your keyboard. To exit full screen,

press the F11 key again.

FOR LIVE EVENT ONLY

Page 3: Managing IP While Using Open Source: Copyright and Patent ...media.straffordpub.com/.../presentation.pdf2013: ReactJS additional patent grant released 2015: License revised 2010s:

Continuing Education Credits

In order for us to process your continuing education credit, you must confirm your

participation in this webinar by completing and submitting the Attendance

Affirmation/Evaluation after the webinar.

A link to the Attendance Affirmation/Evaluation will be in the thank you email

that you will receive immediately following the program.

For additional information about continuing education, call us at 1-800-926-7926

ext. 2.

FOR LIVE EVENT ONLY

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Program Materials

If you have not printed the conference materials for this program, please

complete the following steps:

• Click on the ^ symbol next to “Conference Materials” in the middle of the left-

hand column on your screen.

• Click on the tab labeled “Handouts” that appears, and there you will see a

PDF of the slides for today's program.

• Double click on the PDF and a separate page will open.

• Print the slides by clicking on the printer icon.

FOR LIVE EVENT ONLY

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Balancing IP and Open Source

Strafford

February 20, 2018

Gideon Myles, Head of IP

[email protected]

Page 28: Managing IP While Using Open Source: Copyright and Patent ...media.straffordpub.com/.../presentation.pdf2013: ReactJS additional patent grant released 2015: License revised 2010s:

Open Source: Potential IP issues

• in-bound: associated with using open source software

• out-bound: associated with contributing to the open

source community

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Page 29: Managing IP While Using Open Source: Copyright and Patent ...media.straffordpub.com/.../presentation.pdf2013: ReactJS additional patent grant released 2015: License revised 2010s:

Open Source: Potential in-bound issues

IP Issues

Trade Secrets none

Copyrights ownership when multiple contributors

Trademarks generally not licensed

Patents

what rights are you receiving?

can those rights terminate? if so, when

and how?

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Page 30: Managing IP While Using Open Source: Copyright and Patent ...media.straffordpub.com/.../presentation.pdf2013: ReactJS additional patent grant released 2015: License revised 2010s:

Open Source: Potential out-bound issues

IP Issues

Trade Secrets gone upon release

Copyrights ownership when multiple contributors

Trademarks existing 3rd party trademark rights?

Patents what rights are you granting?

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Patents and Open Source

Patents Open

Source

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Patents and Open Source

• Can invent a new, non-obvious method or process

• Can create an implementation of the method or process

• Can open source an implementation of a method or

process

Patents Open

Source

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Page 33: Managing IP While Using Open Source: Copyright and Patent ...media.straffordpub.com/.../presentation.pdf2013: ReactJS additional patent grant released 2015: License revised 2010s:

Patents and Open Source

• Not mutually exclusive

• Can file for a patent and open source software related

to the same technology

• Applies to wholly new projects as well as contributions

to existing projects

Patents Open

Source

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Page 34: Managing IP While Using Open Source: Copyright and Patent ...media.straffordpub.com/.../presentation.pdf2013: ReactJS additional patent grant released 2015: License revised 2010s:

Why Patent and Open Source?

• Defense

• Minimum - prevent others from asserting patents

against your open source software

• Ideal - patent protects broader method

• grant license to particular implementation

• protect against competing implementations

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Page 35: Managing IP While Using Open Source: Copyright and Patent ...media.straffordpub.com/.../presentation.pdf2013: ReactJS additional patent grant released 2015: License revised 2010s:

Patents and Open Source: Potential issues

• What rights are you granting?

• Lack of mutual awareness

• Changing product strategy

• Unknowingly granting patent rights as OS project

evolves

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Page 36: Managing IP While Using Open Source: Copyright and Patent ...media.straffordpub.com/.../presentation.pdf2013: ReactJS additional patent grant released 2015: License revised 2010s:

Patents and Open Source -- Navigating the Choppy Waters of Parallel Grants

Strafford

February 20, 2018

Heather Meeker, Partner

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Standards and Implementations

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Morse Code

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PERL

C

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Parallel Licensing

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Copyright (software) Patents (inventions)

USER

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A Tipping Point

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Controversy

Does a parallel grant violate the Open

Source definition?

https://opensource.org/osd

Difference between patent grants and

copyright grants

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Open Source and SSO Licensing Compared

Characteristic Open Source SSO

Patents From contributors From working group

Copyright Open source

licenses

Documentation licenses (or reference

implementations)

Trade Secrets None None, upon release. Often confidential

prior to release.

Trademark Not licensed Often subject to certification licensing

Page 45: Managing IP While Using Open Source: Copyright and Patent ...media.straffordpub.com/.../presentation.pdf2013: ReactJS additional patent grant released 2015: License revised 2010s:

● SSO fundamentals are licensed via patent licenses or patent licensing (RAND)

commitments

● Open source licenses are software licenses

● Other licensing

○ Creative Commons licenses are non-software copyright licenses, which can be

used for documentation

○ Reference Implementations are copyrightable software (often permissive open

source licenses)

○ APIs are copyrightable (but not exactly software) and need licenses

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Open Source Software and Standards Licensing

Page 46: Managing IP While Using Open Source: Copyright and Patent ...media.straffordpub.com/.../presentation.pdf2013: ReactJS additional patent grant released 2015: License revised 2010s:

Parallel Licensing -- Case Study

Page 47: Managing IP While Using Open Source: Copyright and Patent ...media.straffordpub.com/.../presentation.pdf2013: ReactJS additional patent grant released 2015: License revised 2010s:

Case Study: ReactJS

● Timeline

○ 2000s: WebM and other parallel licensing models

○ 2012: Yahoo! sues FB for patent infringement

○ 2013: ReactJS additional patent grant released

○ 2015: License revised

○ 2010s: Broad adoption of ReactJS

○ 2017: Moved to “category X” by Apache

○ 2017: Facebook changes licensing

● Patent licensing was unchanged from Apache 2.0

● Defensive termination was different

● Scope of defensive termination similar to private licenses

● Scope of defensive termination similar to CPL

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Heather Meeker

[email protected] +1-510-463-1116

Thank You for Your Time!

My book: Open (Source) for Business (2nd Edition) Available in Kindle or paperback form on Amazon.com, or in pdf form at: www.heathermeeker.com/book-update-page Password: MeekerOSFB1.1