Re: Questions for legal about updating trademark guidelines

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On Thu, Aug 4, 2011 at 12:53 AM, Toshio Kuratomi <a.badger@xxxxxxxxx> wrote:
> At today's Board Meeting there was discussion of Fedora's trademark policy
> and how it applies to various products that are produced by Fedora
> Contributors and third parties.  Some of the perceptions from the meeting
> (note, this is *not* a complete list of perceptions.  It may be one-sided.
> If other attendees of the meeting wish to add to this, they sho9uld speak
> up.  If non-attendees to the meeting wish to add to this they should also
> speak up.):
>
> * The trademark policy allows third parties to create Fedora Images that
>  consist solely of software in Fedora for use in cloud hosted providers
>  without explicitly asking for permission to use the trademark.

My layman's reading of the guidelines and the confusion expressed over
the meaning of the guidelines in another recent thread makes me wonder
if this is true or whether there has just not been any enforcement of
the actual guidelines in these cases.

http://fedoraproject.org/wiki/Legal:Trademark_guidelines#Virtual_images_or_appliances_with_unmodified_Fedora_software

http://fedoraproject.org/wiki/Legal:Trademark_guidelines#Virtual_images_or_appliances_with_combinations_of_Fedora_software_with_non-Fedora_or_modified_Fedora_software

I guess which interpretation is correct hinges on the definition of
unmodified Fedora software. Question #1 to legal should be whether the
currect practice of such providers is actually in compliance with the
existing guidelines or not.

> * This is a good thing as pushing for explicit licensing would simply poison
>  our own well.  ie: we want people to be able to install Fedora on their
>  cloud hosts.  If we make the cloud providers go through the same rigorous
>  approval process that we demand of "official" Fedora images, we'd quickly
>  lose support.

Agreed.

> * The process for Fedora Contributors to be approved to use the trademark
>  for their spins is quite a bit more onerous than this.  It's a quite hefty
>  review by several different groups within Fedora whose criteria for
>  judging are not written down.
> * Various people have ideas of how we can change the trademark guidelines
>  but We don't know what is needed in order to "defend the trademark" from
>  a legal standpoint so we can't actually approve any of those changes.

I think there is a secondary issue here that needs to be given
consideration too. Aside from any trademark implications of a change
there will also be brand considerations. Any loosening of the
requirements, especially any broad loosening of them, will result in
the Fedora brand being diluted. I don't really have a firm opinion on
whether we should allow dilution or how much might be allowed without
overly harming the brand but I do know in the past a lot of effort has
been expended to create the brand so some careful thought about the
implications here should be made if for no other reason than to show
respect to those who have worked so hard to create the brand in the
past.

> So we're soliciting input here for questions that we need to pose to Legal
> in order to compose a new policy and input on what changes we'd like to make
> to the policy we have.
>
> One proposal from the meeting that we'll need to find out if Legal would
> approve is:
>
> "if the image consists solely of software from Fedora it can use the Fedora
> marks without explicit review and approval from the Board" and the Board
> would forgo explicit review of images in those cases.  (images == spins/AMI
> images/etc)

So we aren't just talking about virtual images or appliances here, right?

Bob in his basement can concoct some strange brew of bits from the
Fedora repositories and distribute it as "Fedora" in this world?

Or is this only with respect to "cloud providers" or some subset of
the universe of people/businesses brewing up Fedora based content?

I'm very sympathetic to part of the motivation here to reduce
roadblocks and frustration to some within the Fedora community who
have been and are still being negatively impacted by "process." I
don't know if legal needs to even be involved in what I'm about to
suggest or whether the Board could just do it but two situations it
seems to me could be settled by the Board granting trademark use to
two existing groups who I think have demonstrated both competence in
their work and in having a healthy respect for the Fedora Project and
brand.

So, can the Board just grant permission to use the trademarks to the
Cloud SIG community so it can go about the business of creating Fedora
images that are recognized as "official" images without following the
currently impossible to follow processes in place? Whether or not
providers of such images outside the Fedora Project are in compliance
with the guidelines or not this would at the very least put the Cloud
SIG on an equal playing field with them and would remove hurdles that
are currently impossible to cross.

Can the Board also grant permission to use trademarks explicitly to
the Fedora Unity Re-spin community to clear up any potential issues
that might exist with respect to the re-spins they produce? They are
long-time members of the Fedora community and have now a long track
record of quality work which also shows respect for the Fedora brand.

John
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