Upgrade, Vol. IV, issue 3, June 2003

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Next issue (August 2003, to appear in September)
Software Engineering: State of an Art 
Upgrade, Vol. IV, issue no.3: cover page by Antonio Crespo Foix, © ATI 2003
Vol. IV, issue no. 3,
June 2003

Open Knowledge

 Published on behalf of CEPIS
by Novática (ATI, Spain)


Contents
Editions in other languages

Guest Editors:
Philippe Aigrain and Jesús M. González-Barahona

Contents
Editions in other languages
  • French, by APRIL (presentation and most articles online.) 
  • Italian, by Tecnoteca / ALSI (summary, abstracts, presentation and all the articles online.) 
  • Spanish, by Novática (full edition printed; summary, abstracts, presentation and all the articles online.) 

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CEPIS (Council of European Professional Informatics Societies) promotes Upgrade

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Novática, journal and magazine of ATI (Spain), publishes Upgrade

ALSI (Italy) promotes the Italian edition of Upgrade

Tecnoteca (Italy) promotes the Italian edition of Upgrade

SI (Swiss Informaticians Society) cooperates with Upgrade

EUCIP: European Certification of Informatics Professionals
 

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Tiscali, leading European Internet and telecommunications service provider

 



Editorial
Reassignment of Editorial Functions in UPGRADE  [PDF: 1 page, 682 KB]
Prof. Wolffried Stucky, President of CEPIS
Abstract: The President of CEPIS, publisher of UPGRADE, announces the changes that have been approved in the editorial functions of our European digital journal.

Open Knowledge
Guest Editors: Philippe Aigrain and Jesús M. González-Barahona

Presentation
Ownership and Terms of Use for Intangibles. Land Grab or Commons? [HTML] [PDF: 3 pages, 717 KB]
(includes a list of Useful References for those interested in knowing more about issues related to "Open Knowledge").
Philippe Aigrain and Jesús M. González-Barahona - Guest Editors
Abstract: The guest editors present the issue, where they have offered the floor to a very diverse set of contributors, united by the effort to understand and promote information-based commons and convinced that a prosperous and more human economy can develop on its basis. They also provide a list of useful references for those interested in knowing more about this subject.

The Political Economy of Commons [PDF: 4 pages, 667 KB]
Yochai Benkler
Abstract: The paper defines the institutional and normative characteristic of commons, and explains why they are sustainable under many circumstances. It explains why maintaining a core common infrastructure in resources necessary for information production and exchange throughout the information environment is important both for democracy and for individual freedom. It concludes by outlining a series of practical policy actions necessary to build such a core common infrastructure.

The Rediscovery of the Commons [PDF: 3 pages, 678 KB]
David Bollier
Abstract: The prevailing discourse for talking about the Internet is that of the market. But economic categories are too parochial for understanding our broader needs as citizens and human beings in the emerging cyber-polity. They also fail to understand how many websites, listservs, open source software programs and peer-to-peer file sharing systems function as commons – open, community-based systems for sharing and managing resources. It turns out that peer production is often a more efficient, creative mode of value-creation than a market as well as more humanistic. The commons paradigm helps us understand this fact because it recognizes that value-creation is not just an episodic economic transaction, as market theory holds, but an ongoing process of social life and political culture. When will we recognize that the commons plays a vital role in the economic and cultural production of our time?

Language in the Digital Media: A Political Challenge [PDF: 3 pages, 623 KB]
José-Antonio Millán
Abstract: The common good which is a language becomes a marketable commodity once we move into the digital media. However, there is no reason why speakers of languages other than English, or speakers of minority languages or of minority variants of widely used languages, should not be able to benefit from the many advantages the use of a language in the digital media can bring: spoken interfaces, translation aids, etc. This article proposes language policy measures which will enable existing research (much of which has been financed by public funds) to be developed into programmes which serve society’s needs without increasing its technological dependence.

Notice: In the PDFs containing the full issue, the following information is unintentionally missing for this article of José-Antonio Millán: "License: Licencia 20 min".

A Note on Software Patents [PDF: 1 pages, 551 KB]
Pierre Haren
Abstract: A set of brief notes with his opinions on software patents is offered by the author.

On the Patentability of Inventions Involving Computer Programmes [PDF: 4 pages, 677 KB]
Alberto Bercovitz Rodríguez-Cano
Abstract: The Proposal for a European Directive on the Patentability of Computer Implemented Inventions yields to a change of the European legislation on patents and of the legal protection of computer programs. In this address, given in the European Parliament on November 2002, this proposal is analysed from a legal point of view. More specifically the particularities of copyright law and patent law are shown when applied to software, as well as the consequences that the Directive might have from this standpoint.

Legal Tools to Protect Software: Choosing the Right One [PDF: 3 pages, 673 KB]
Roberto Di Cosmo
Abstract: This article investigates the relative merits of the different legal tools available to protect software, in the very moment when the European Community considers changing its public policy on these issues. We offer a few clear arguments on the impact that the different legal tools have on software development and innovation, and urge the readers to form their own opinion.

Petition to the European Parliament on the Proposal for a Directive on the Patentability of Computer-implemented Inventions [PDF: 2 pages, 558 KB]
Several European Computer Scientists
Abstract: Petition written by several prestigious European computer scientists and engineers, related to the proposed Directive on software patents currently being discussed at the European Parliament.

The Right to Read [PDF: 3 pages, 667 KB]
Richard Stallman
Abstract: In this short fiction story, 45 years ahead, the author describes a frightening prospect. By extrapolating from some current trends, he shows a future where access to information is tightly controlled, and the so called “trusted computing” is fully deployed. He also provides some hints on how the first steps towards this future are being taken today. Although this story was first published more than five years ago, it sounds even more familiar these days.

Please, Pirate My Songs! [PDF: 3 pages, 663 KB]
Ignacio Escolar
Abstract: A musician explains how he’d rather wish his group’s songs were heard by as many people as possible, in whatever way, than for there to be a strict control to stop people making illegal copies of them.

The EUCD and the DMCA in 2003: How Legal Protection for Technological Measures is shaping Consumers’ and Copyright Owners’ Digital Rights [PDF: 3 pages, 679 KB]
Gwen Hinze
Abstract: The European Copyright Directive (EUCD) requires European Union Member States to pass legislation to protect technological measures used by copyright owners to control access to copyrighted works. Many EU Member States are currently considering draft implementation legislation. This note reviews the United States’ experience under the Digital Millennium Copyright Act (DMCA) and contends that Member States’ implementation legislation should include exceptions permitting circumvention for lawful uses and socially valuable activities. It also analyses a new technological protection regime contemplated by the 2003 draft EU Directive on enforcement of Intellectual Property Rights.

Notice: In the PDFs containing the full issue, the following information is unintentionally missing for this article of Gwen Hinze: "License: Creative Commons - Attribution-NoDerivs-NonCommercial 1.0".

‘Trusted Computing’ and Competition Policy – Issues for Computing Professionals The Take-off of Online Public Services in Europe [PDF: 4 pages, 804 KB]
Ross Anderson
Abstract: The most significant strategic development in information technology over the past year has been ‘Trusted Computing’ (TC). In this paper, the author gives an outline of TC, and sketch some of the possible effects on the computing business and the people who work in it.

Software Patentability and CEPIS [PDF: 3 pages, 556 KB]
Upgrade Editor’s Contribution
Abstract: The Editor of Upgrade introduces and publishes the positions on software patents put forward by two CEPIS member societies – GI, Germany, and ATI, Spain.


The Guest Editors

Philippe Aigrain is in the process of setting up the Society for Public Information Spaces, a venture developing free software tools and services for the public debate on complex technical issues. From 1996 to April 2003, he worked for the European Commission R&D funding programmes in which he was responsible for free/open source software, and of the interface between information society development and copyright and patent regulation. He was trained as a mathematician and computer scientist. From 1983 to 1996 he led research teams in the field of media analysis and interaction (video, music, photography). He is the author of more than 70 technical papers and many papers on the
history, sociology and economy of information exchanges. <philippe.aigrain@wanadoo.fr>

Jesús M. González-Barahona is professor in Universidad Rey Juan Carlos, Madrid (Spain). His research area is related to distributed systems and high scale peer-to-peer computing. He is also interested in free and open source software engineering. Since 1991 he has been in touch with libre (free, open source) software. Currently he collaborates with several libre software projects (including Debian), collaborates with associations like Hispalinux and EuroLinux, writes in several media about topics related to libre software, and consults for companies on topics related to their strategy on these issues. He is member of ATI and editor of the Free Software section of Novática. <jgb@gsyc.escet.urjc.es>


The Editorial Team of Upgrade

Presentation
Ownership and Terms of Use for Intangibles. Land Grab or Commons? [PDF: 3 pages, 717 KB]
(includes a list of Useful References for those interested in knowing more about issues related to "Open Knowledge")
 
Philippe Aigrain, Jesús M. González-Barahona - Guest Editors
 
License: This Work is licensed under the Public Library of Science Open Access License, and the Creative Commons Attribution License.

1 Introduction

During the past decades two different, and contradictory, processes have emerged in the field of the creation and dissemination of knowledge and information. On one side, the new information technologies (currently being embedded in Internet) allow for the virtually zero-cost transmission of large amounts of information, and give practically anyone the potential to be an author, by dramatically reducing the costs related to publishing. On the other side, there is a lot of pressure to tighten the control of the dissemination of knowledge and information, well beyond the current situation, by using a mixture of legal and technical tools.
 

These two tendencies have already clashed in several cases, and these clashes are shaping how the future will be. However, most of the discussions and arguments about how we want that future to be are carried out far away from the usual places where societies decide about what they want: only lightweight slogans and superficial arguments reach the mass media or the political arena. Even the professionals of information technology are usually unaware of the implications of the tendencies fighting in the background. Under the title “Open Knowledge”, this issue of Upgrade (in cooperation with Novática) tries to show one of these tendencies (the least known one), and shed some light on the deep debate which is at the core of how our societies will deal with knowledge in the years to come.
 

2 The Basis and The Effects of A Revolution

Between the 1930s and the mid-1950s, the scientific and technical basis of a revolution was created. The theoretical foundations of symbolic logic and technical inventions of computers gave birth to information technology in the modern sense. In parallel, cybernetics led us to see and design physical machines as made up of information control centres connected to sensors and actuators. This view also spread into our models of the natural world, and soon, information-based models and technology revolutionised genetics and gave birth to biotechnology in all its dimensions.

It took a long time before we became aware of the range of effects of this revolution. It developed in a quiet underground way. Vast bodies of the new knowledge were for instance developed in the public domain, such as algorithmics and most of the art of programming.

It is only in the 1980s that it became apparent that two powerful and contradictory processes had been set into motion [1]. The first process is the creation of a new realm of free creation and exchange of information, with extremely low transaction costs, and a huge multiplicity and diversity of contributors. The first Internet revolution (based on email, newsgroup, ftp and bulletin boards) and the birth of free software may have mobilised only specialised groups, but they nonetheless were paradigms of a new information world. Today this world is also the world of the Web, of public genomics or astrophysics data, of open scientific publishing, of free encyclopaedias, of new co-operative media, etc. However, in parallel, the second process saw huge industries being reshaped (pharmaceutics, agro-food, centralised media) or born (proprietary packaged software). These industries have become highly dependent on the ability to gain property or control usage of information and knowledge entities. This has led them to ask for and obtain a huge extension of the scope, duration, intensity, mechanisms and enforcement of property on artefacts that consist wholly or largely of information. The system of intellectual property has developed into a huge machine, largely out of control, and ever more agressive as it fails to stop the floodwater of information from breaking through the barriers it tries to erect.

In the middle, many –most– economic players are struggling to find a difficult path. To survive, they have to fight their way in a game whose rules have been set for the benefit of a few large oligopolies, while they cannot afford to be cut off from the innovation resources of free knowledge.

The situation of today is one of conflict, and of great confusion. As editors of this special issue, we have decided to present the view of the software and information commons, of the free scientific exchanges, of open creation. We know that the other side’s view also deserves to be presented, but it has been presented very often, and has all the necessary access to media channels to gain further attention. So we have offered the floor to a very diverse set of contributors, united by the effort to understand and promote information-based commons, and convinced that a prosperous and more human economy can develop on the back of it. It is not the view of all, and we urge the readers to remember it when reading. But for those who share it, it is key to a new development of human abilities and social exchanges, to a revolution akin to what the birth of reading and writing has represented for mankind.
 

3 What is in This Issue?

In this context, we have invited several authors to write on three general topics:

The role of a common information infrastructure in the information society. “The Political Economy of Commons”, by Yochai Benkler, opens this section, defining the structure of the information commons, its sustainability, and its importance for democracy and for individual freedom. David Bollier, in “The Rediscovery of the Commons” explains how a large part of the current information society is already a commons, which plays a vital role in the economical and cultural production. José Antonio Millán, in “Language in the Digital Media: A Political Challenge” analyzes the situation of most languages in the digital domain, and how the promotion of a publicly available infraestructure of language-related software would be of service to the societies using those languages.

Why software should be within the scope of copyright law, and not patent law. Pierre Haren opens this section with some brief notes on his opinion on software patents, “A Note on Software Patents”. Later, Alberto Bercovitz Rodríguez-Cano offers a transcript of his “On the Patentability of Inventions Involving Computer Programmes”, which he delivered at a hearing held at the European Parliament, and Roberto Di Cosmo contributes with “Legal Tools to Protect Software: Choosing the Right One”, an article studying the different legal tools to deal with software. Closing this section, we include “Petition to the European Parliament”, written by several well-known European computer scientists and engineers, related to the proposed Directive on software patents currently being discussed at the European Parliament.

The problems introduced by current trends in legal and technological measures to limit the user rights on information management. As a motivating view, we open this section with Richard Stallman's “The Right to Read”, which appeared in Communications of the ACM six years ago -updated by the author in October 2002-, but is today even more illustrating. Next article is “Please, Pirate My Songs!”, by Ignacio Escolar, a musician which describes the situation of the music industry from his point of view. To complete the section, we have included “The EUCD and the DMCA in 2003: How Legal Protection for Technological Measures Is Shaping Consumers’ and Copyright Owners’ Digital Rights”, by Gwen Hinze, and “Trusted Computing’ and Competition Policy - Issues for Computing Professionals”, by Ross Anderson, both tackling the subject of current trends in laws and technical means for dealing with intellectual tackling the subject of  and authors' rights in the context of electronic media, and the problems they may present.

We hope that the reader will enjoy reading these contributions as much as we enjoyed to make this issue of Upgrade and Novática a reality [2]. And don’t forget that, whatever the opinion about these topics, they are shaping our future in the years to come, and that of those who will come after us.
 

Useful References on Open Knowledge

Below is a not exhaustive list of resources on the subject of Open Knowledge which, together with the articles and references included in this monograph, will afford the reader a broader understanding of this field.

Books

  • David Bollier. “Silent Theft: The Private Plundering of our Common Wealth”. Routledge, March 2002). ISBN:0415932645.
  • Manuel Castells. “The Rise of the Network Society”. Blackwell Publishers, Nov. 1996. ASIN:1557866171.
  • Lawrence Lessig. “The Future of Ideas: The Fate of the Commons in a Connected World”. Random House, 1st edition, Oct. 2001. ISBN:0375505784.
  • Lawrence Lessig. “Code and Other Laws of Cyberspace”.Basic Books, June 2000. ISBN:0465039138.
  • Jacques Ribin, "Changer d'ère", Seuil, 1989, in French.
  •  
    Legislation
  • European Copyright Directive on Harmonisation of Certain Aspects of Copyright and Related Rights in the Information Society --Directive 2001/29/EC (the EUCD). <http://europa.eu.int/eur-lex/en/consleg/pdf/2001/en_2001L0029_do_001.pdf>.
  • Council Directive on the Legal Protection of Computer Programs (91/250/eec), 14 May 1991. <http://europa.eu.int/scadplus/leg/en/lvb/l26027.htm>.
  • Proposal for a Directive of the European Parliament and of the Council on the Patentability of Computer-implemented Inventions. Official Journal C 151 E, p. 129–131, 25 June 2002. <http://europa.eu.int/comm/internal_market/en/indprop/comp/com02-92en.pdf>.
  • United States’ Digital Millennium Copyright Act (DMCA). <http://www.loc.gov/copyright/legislation/dmca.pdf>.

  • World Intellectual Property Organization (WIPO) Copyright Treaty, December 23, 1996. <http://www.copyright.gov/wipo/treaty1.html>.

    Licensing and new trends in intellectual property

  • Campaign for Digital Rights (UK): <http://ukcdr.org/>.
  • Creative Commons: <http://www.creativecommons.org/>.
  • Electronic Frontier Foundation: <http://eff.org/>.
  • Public Library of Science: <http://www.publiclibraryofscience.org/>.

  •  
    Papers
  • Philippe Aigrain:
  • - Positive Intellectual Rights and Information Exchanges, <http://freesoftware.mit.edu/papers/aigrain.pdf> (English) or <http://www.freescape.eu.org/biblio/article.php3?id_article=133> (French).
    - 11 Questions on Software Patentability Issues in the US and in Europe, <http://cip.umd.edu/Aigrain.htm>.
    - The Individual and the Collective in Open Information Communities, 16th BLED Electronic Commerce Conference, <http://www.bledconference.org/> (follow link to updated conference program and search for Aigrain). Will be accessible soon at <http:freesoftware.mit.edu/papers>.
  • Yochai Benkler
  • - Coase's Penguin, or Linux and the Nature of the Firm, Yale Law Journal, 112, Winter 2002-2003. <http://www.benkler.org/CoasesPenguin.html>
    - Property, Commons and the First Amendment: Towards a Core Common Infrastructure (White paper for the Brennan Center for Justice) (March, 2001). <http://www.law.nyu.edu/benklery/WhitePaper.pdf>.
  • James Bessen Eric Maskin. Sequential Innovation, Patents, and Imitation, January 2000, MIT (Working Paper). <http://www.researchoninnovation.org/patent.pdf>.
  • James Boyle:
  • - Cruel, Mean or Lavish?: Economic Analysis, Price Discrimination and Digital Intellectual Property, 536 Vanderbilt Law Review 2007 (2000). <http://www.vanderbilt.edu/Law/lawreview/vol536/boyle.pdf>.
  • Rebecca Eisenberg (on biotech patents): <http://cgi2.www.law.umich.edu/_FacultyBioPage/facultybiopagenew.asp?uniqname=rse>.
  • FFII resources on software patentability in Europe: <http://www.ffii.org/index.en.html>.
  • Jesús M. González-Barahona and Carlo Daffara, eds., Free Software / Open Source: Opportunities for Europe?, Report of the European Working Group on Libre Software, <http://eu.conecta.it/paper.pdf>.
  • Jamie Love’s resources on intellectual property: <http://www.cptech.org/ip/>.
  •  
    __________
    Footnotes
    [1] Some pioneering thinkers such as Jacques Ellul, Ivan Illitch, Jacques Robin, or René Passet described the information revolution from the late 1960s and 1970s. The relevance of their analysis was not widely accepted, in part because their criticism of technology was so strong that few saw that it also opened possible alternative paths of development.
    [2] A fourth section has been included by the Editor of Upgrade in order to update the readers of this journal about the developments of the debate currently being held in CEPIS (Council of European Professional Informatics Societies, <http://www.cepis.org/>) about the patentability of software.


    Translated by Steve Turpin
     

    Note from the Editor of Upgrade: This monograph will be also published in Spanish (full issue printed, some articles online) by Novática, journal of the Spanish CEPIS society ATI (Asociación de Técnicos de Informática) at <http://www.ati.es/novatica/>, and in Italian (online edition only, containing abstracts and some articles) by the Italian CEPIS society ALSI and the Italian IT portal Tecnoteca at <http://www.tecnoteca.it>.



    Last updated on June 27th, 2003 by Rafael Fernández Calvo, François Louis Nicolet, and Roberto Carniel,
    Editorial Team of Upgrade
    <rfcalvo AT ati DOT es>
    (E-mail address written with anti-spamming disguise)

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