[Fiware-oasc-etsi] CIM approved, but please wait for official. ORANGE board member should be informed.

Juanjo Hierro juanjose.hierro at telefonica.com
Mon Dec 19 13:30:23 CET 2016


Dear Lindsay,

    Just to make sure ... when will we know definitively when the ISG 
has been approved?

    I understand the approval has came with the old language regarding 
management of IPR policies ... is it correct or did we finally dropped 
out the "offensive" sentence?

   Cheers,

-- Juanjo


On 19/12/2016 10:48, Lindsay Frost wrote:
> Dear all
> thank you for the extra inputs and discussions with some of you over 
> the weekend.
>
> Hermann emailed me that the ToR is just approved now and he is 
> preparing the official documents!
>
> From our past experience we should carefully wait and check them.
>
> I ask the colleagues in Orange if they could suggest to their Board 
> member that IF there is reaction to the official news on the Board 
> mailing list THEN Nick might express cautious support of this positive 
> start to the work? BUT if nobody else comments then it is probably 
> best to keep quiet also.
>
> I will make the same suggestion to the NEC member on the Board.
>
> More official news soon I hope.
> Lindsay
>
> Sent from my iPhone
>
> On 18.12.2016, at 22:31, "serge.raes at orange.com 
> <mailto:serge.raes at orange.com>" <serge.raes at orange.com 
> <mailto:serge.raes at orange.com>> wrote:
>
>> Dear Juanjo and Colleagues,
>>
>> The procedures exist in the IPR Policy, Guidelines and Forms. I 
>> invite you all to consult with your in-house IP Counsel to explain 
>> these texts and the voluntary nature of the Patent licensing 
>> commitment. So, that condition is already met !
>>
>> By the way, nobody can be certain of anything when working on 
>> technical specifications subject to patent rights (not to mention 
>> copyrights) and no SDO can make sure that such technical work may not 
>> be subject to 3^rd party rights exposure. That being said, let me 
>> repeat that, as far as I understand from the ISG CIM scope of work, I 
>> see no possibility to protect Data Models by patents and the basic 
>> operations on such data is already well established as prior art many 
>> decades ago.
>>
>> Best regards,
>>
>> Serge RAES,
>>
>> ETSI IPR Special Committee Vice-Chair
>>
>> *De :*Juanjo Hierro [mailto:juanjose.hierro at telefonica.com]
>> *Envoyé :* dimanche 18 décembre 2016 22:14
>> *À :* Lindsay Frost <Lindsay.Frost at neclab.eu 
>> <mailto:Lindsay.Frost at neclab.eu>>; Mulligan, Catherine E A 
>> <c.mulligan at imperial.ac.uk <mailto:c.mulligan at imperial.ac.uk>>; Ernoe 
>> Kovacs <Ernoe.Kovacs at neclab.eu <mailto:Ernoe.Kovacs at neclab.eu>>; JOSE 
>> MANUEL CANTERA FONSECA <josemanuel.canterafonseca at telefonica.com 
>> <mailto:josemanuel.canterafonseca at telefonica.com>>; PRIVAT Gilles 
>> IMT/OLPS <gilles.privat at orange.com 
>> <mailto:gilles.privat at orange.com>>; Franck Le Gall 
>> <franck.le-gall at eglobalmark.com 
>> <mailto:franck.le-gall at eglobalmark.com>>; RAES Serge IMT/OLPS 
>> <serge.raes at orange.com <mailto:serge.raes at orange.com>>
>> *Cc :* fiware-oasc-etsi at lists.fiware.org 
>> <mailto:fiware-oasc-etsi at lists.fiware.org>
>> *Objet :* Re: Next step? (a) wait (b) delete sentences (c) attack --> 
>> agree on email for Monday?
>>
>> Dear Lindsay and all,
>>
>>   I'm fine dropping the conflicting sentences IF as proposed convenor 
>> (and later I guess chairman of the ISG) you commit to establish a 
>> procedure which will allow members and participants to the ISG to 
>> declare that their contributions are going to be royalty-free (on a 
>> voluntary basis).   This way we will know in advance what are the 
>> contributions we may consider safe, not only to be included in specs 
>> but also to implement as open source, or we have to handle carefully 
>> (probably not allowing the incorporation in the spec until certain 
>> time is completed during which they have to declare whether they had 
>> essential patents involved).
>>
>>   Linday: Regarding your statement in your PS "The CIM topic, and the 
>> NGSI work, has been ongoing for many years and it is highly likely 
>> that a number of patents on general ideas exist pre-dating even the 
>> FIWARE work. ", let me share with you that one of the strongest 
>> points in relying the work on the CIM API on OMA NGSI is precisely 
>> that the OMA NGSI specs are free of claims on essential patents (I 
>> personally review this point looking at the declaration of essential 
>> patents published by OMA).   That is, btw, one of the rationales 
>> behind keeping OMA NGSI (and FIWARE NGSI as restful binding) as 
>> starting point of our work.   Going in other direction may be indeed 
>> a risky exercise.
>>
>>   I know that a rather relevant initiative in Europe (I can no 
>> disclose more information, sorry ... but is not under the FIWARE 
>> umbrella) is now in serious problem because they has been threaten by 
>> a company that argues they have essential patents on the technical 
>> vision advocated by the initiative ...  I would argue that the vision 
>> is not so rocket-science and therefore essential patents cannot be 
>> claimed, but the mere fact that they may have to solve that in courts 
>> will for sure be rather cumbersome.    We hope that we learn from 
>> those lessons and stick to the plan of relying on OMA NGSI (with all 
>> relevant enhancements provided they are free of patents).
>>
>>   BTW, the fact that OMA NGSI (and therefore FIWARE NGSI as restful 
>> binding) are free of these problems should be something that should 
>> be (and I guess/hope is) welcomed by OASC and relevant initatives in 
>> other smart domains (agrifood, industry).
>>
>>   Cheers,
>>
>> -- Juanjo
>>
>> On 18/12/2016 15:53, Lindsay Frost wrote:
>>
>>     Dear all,
>>
>>     unfortunately there is a combination of matters of principle, of
>>     tactics in achieving our goals, and of legal or bureaucratic
>>     constraints. In short emails it is very difficult for any of us
>>     to convince each other because of different background knowledge
>>     (and different opinions of principles).
>>
>>     Although I am very angry at the "non-transparent" way that ETSI
>>     Board is handling the ToR, I truly believe that the deletion of
>>     the "contentious" sentences will not affect our intended manner
>>     of working.
>>
>>     *Therefore, I really urge everyone to consider accepting the
>>     proposed deletion of sentences, without applying new ones which
>>     try to achieve the same message by other wording. We tried that
>>     latter tactic already, and achieved wording completely congruent
>>     to ETSI policy, but still it only resulted in delays. I apologise
>>     for that.*
>>
>>     Let us agree to start the work now, by accepting the edits ...
>>     the result will be a Specification (or even sooner, a Draft
>>     Specification) which any and all of us can try to get (pieces of)
>>     contributed into software projects which have different rules on
>>     IPR than ETSI. ETSI ISG will simply offer us a forum for getting
>>     results faster ... once we start.
>>
>>     best regards
>>
>>     Lindsay
>>
>>     PS:
>>
>>     In reply to Juanjo's comments, regarding avoiding what are
>>     sometimes called "submarine patents", we should work together in
>>     the next period to handle the total situation. The CIM topic, and
>>     the NGSI work, has been ongoing for many years and it is highly
>>     likely that a number of patents on general ideas exist pre-dating
>>     even the FIWARE work. Companies can be prepared to wait a long
>>     time before claiming license fees because the initial "cost"  of
>>     creating the patent is a "sunk cost".  Nothing we write in the
>>     ToR can prevent such "old" patents impacting our work, or indeed 
>>     "new" patents popping up. Our job in the ISG CIM can include
>>     however creating an ecosystem which is prepared to react quickly,
>>     publicly and jointly so as to avoid being held to ransom. The
>>     more cooperation partners we draw in, the easier that will be.
>>     The sooner we start, the better we know what needs to be
>>     considered. External organisations can also be called in to do
>>     their part in lobbying, once there is an ISG Spec to "point to".
>>
>>     ________________________________________
>>
>>     Dr. Lindsay Frost, Chief Standardization Eng.
>>
>>     frost at neclab.eu <mailto:frost at neclab.eu> Mobile +49.163.275.1734
>>
>>     NEC Laboratories Europe, Kurfürsten-Anlage 36,
>>
>>     D-69115 Heidelberg, Germany.
>>
>>     Reg. Headoffice: NEC Europe Ltd, VAT DE161569151
>>
>>     Athene, Odyssey Business Park, West End Road,
>>
>>     London HA4 6QE, Reg. in England 2832014
>>
>>     *From:*Juanjo Hierro [mailto:juanjose.hierro at telefonica.com]
>>     *Sent:* Sonntag, 18. Dezember 2016 14:21
>>     *To:* Mulligan, Catherine E A; Lindsay Frost; Ernoe Kovacs; JOSE
>>     MANUEL CANTERA FONSECA; PRIVAT Gilles IMT/OLPS; Franck Le Gall;
>>     RAES Serge IMT/OLPS (serge.raes at orange.com
>>     <mailto:serge.raes at orange.com>)
>>     *Cc:* fiware-oasc-etsi at lists.fiware.org
>>     <mailto:fiware-oasc-etsi at lists.fiware.org>
>>     *Subject:* Re: Next step? (a) wait (b) delete sentences (c)
>>     attack --> agree on email for Monday?
>>
>>     Hi,
>>
>>       BTW and for your knowledge and the knowledge of the rest of the
>>     team.
>>
>>       One of the reasons why the ETSI team (and Enrico Scarrone)
>>     suddenly changed their position were because precisely the EC
>>     intervened.   The EC was well aware of our discussions and the
>>     point at which they were blocked (due to the argument on
>>     overlapping with Smart M2M). You may guess how they got
>>     noticed.   And, as far as I know, it was after a long
>>     conversation between Emilio and the ETSI people and Enrico when
>>     things changed.
>>
>>       We may live thinking that the call on November 22 went so
>>     smooth because we made a rather good argument of our points
>>     during the call.   But I tell you that there were things that
>>     happened before and behind the scenes.   The intervention of the
>>     EC was crucial, stimulated by some of us.
>>
>>       Given said that and what I have said in previous message I
>>     repeat that I'm happy to drop the "offending" statements provided
>>     that we introduce a mechanism by which organizations involved in
>>     the work of the ISG can declare that their contributions will not
>>     lead to claim of any essential patents.
>>
>>       Best regards,
>>
>>     -- Juanjo
>>
>>     On 18/12/2016 10:32, Mulligan, Catherine E A wrote:
>>
>>         Hi,
>>         While I appreciate your point I strongly believe calling on
>>         the EC to give input to an ETSI discussion is like using a
>>         canon to solve a fight in a kindergarten.
>>
>>         Also, it will set the wrong tone for our future work in ETSI
>>         - we will appear to be spoilt children who can't solve our
>>         own problems.
>>
>>         We're not and those two sentences make no difference to our
>>         cause.
>>
>>         We need to know when to fold 'em.
>>
>>         Cheers,
>>         Cathy
>>
>>         Skaffa Outlook för Android <https://aka.ms/ghei36>
>>
>>
>>
>>
>>         On Sun, Dec 18, 2016 at 10:28 AM +0100, "Juanjo Hierro"
>>         <juanjose.hierro at telefonica.com
>>         <mailto:juanjose.hierro at telefonica.com>> wrote:
>>
>>         Dear all,
>>
>>           I won't make any move without considering feedback from the
>>         EC.   I believe they should be aware about the position of
>>         the ETSI Board and understand the risk of initiating a work
>>         where companies could introduce submarine patents.
>>
>>           Our text doesn't go against the ETSI IPR policies, that is
>>         the fact.  It simply introduces more warranties about what
>>         the ETSI intends to warrant which is that people know when
>>         there may be contributions leading to patent claims in the
>>         future.
>>
>>           Best regards,
>>
>>         -- Juanjo
>>
>>         On 17/12/2016 22:47, Mulligan, Catherine E A wrote:
>>
>>             Delete sentences.
>>
>>             While we can have a go at the board right now we need to
>>             look like good community members.
>>
>>             ETSI has IPR rules. They won't want to bend those because
>>             it sets a precedent.
>>
>>             Best,
>>             Cathy
>>
>>             Skaffa Outlook för Android <https://aka.ms/ghei36>
>>
>>
>>
>>
>>             On Sat, Dec 17, 2016 at 10:45 PM +0100, "Lindsay Frost"
>>             <Lindsay.Frost at neclab.eu
>>             <mailto:Lindsay.Frost at neclab.eu>> wrote:
>>
>>             Dear all,
>>
>>             No news, therefore I need to ask your views on the next step.
>>
>>             (a)Wait
>>
>>             Not an option really, because of a huge gap over
>>             Christmas. We need to react during Monday.
>>
>>             (b)Delete sentences
>>
>>             It seems clear that approval would be provided if we
>>             delete some more "contentious" sentence(s).
>>
>>             The "worst" one seems to be the one I mark red below. The
>>             blue one is also not much loved.
>>
>>             Neither sentence has any legally binding consequences;
>>             they simply make clear that we intend to
>>
>>             be fast, transparent and avoid "submarine patents". My
>>             proposal is to delete BOTH sentences
>>
>>             and get on with the job of doing CIM, as fast and
>>             transparently as possible. Deleting both is maybe
>>
>>             not necessary, but who knows?, and I feel no inclination
>>             just now to write that ETSI facilitates "agile
>>
>>             and efficient".
>>
>>             What are your views on this? At the end of the email is a
>>             draft email for review.
>>
>>             Group Specifications developed within the ETSI ISG CIM
>>             will be public and subject to ETSI IPR policy, especially
>>             concerning timely declaration. In order to facilitate
>>             agile and efficient standardization, to maximize the
>>             acceptance of the specifications produced, and to ease
>>             collaboration with open source initiatives supporting the
>>             specifications, ETSI ISG CIM Members and Participants
>>             will be encouraged during the specification process,
>>             including at the time of making a contribution, to
>>             declare if they believe that  an ETSI IPR Declaration is
>>             necessary (in particular Clauses 4.1 and 6.1 but also to
>>             copyrights as addressed under Clause 9.2.3). Members and
>>             Participants are reminded that acting contrary to ETSI
>>             IPR policy and/or delaying timely declaration of IPR can
>>             only delay the successful completion of the
>>             specification(s), undermining a critical success factor
>>             for the ISG.
>>
>>             (c)Attack
>>
>>             I believe ETSI Board could be criticized by the EC for
>>             their attacks on our text above, and NEC has already
>>
>>             pointed this out obliquely in a Board email citing a
>>             December report on SEP from the EC which finds ETSI slow
>>
>>             in getting IPR Declarations (compared to e.g. ISO).
>>             However apparently that observation just heated the
>>
>>             discussion on Friday. For sure if we make formal
>>             complaints AT THIS TIME it will move the whole ToR into
>>
>>             a delay "until the issues are all resolved". Therefore my
>>             recommendation is to "delete the sentences, under
>>
>>             protest" and consider at a later time if it is worth
>>             trying to re-educate the ETSI Board.
>>
>>             Please express your views.
>>
>>             DRAFT EMAIL
>>
>>             TO: ETSI Director General
>>
>>             Dear Luis Jorge Romero,
>>
>>             the founding members of the intended ISG CIM have heard
>>             that there is significant debate by the
>>
>>             ETSI Board concerning our emphasis on ETSI principles of
>>             transparency and timely declaration of
>>
>>             IPR, in the ToR paragraph below. If it will result in
>>             avoidance of further delays in the important
>>
>>             standardisation work, then we offer to completely retract
>>             those sentences, as shown (and as attached).
>>
>>             Group Specifications developed within the ETSI ISG CIM
>>             will be public and subject to ETSI IPR policy, especially
>>             concerning timely declaration. In order to facilitate
>>             agile and efficient standardization, to maximize the
>>             acceptance of the specifications produced, and to ease
>>             collaboration with open source initiatives supporting the
>>             specifications, ETSI ISG CIM Members and Participants
>>             will be encouraged during the specification process,
>>             including at the time of making a contribution, to
>>             declare if they believe that  an ETSI IPR Declaration is
>>             necessary (in particular Clauses 4.1 and 6.1 but also to
>>             copyrights as addressed under Clause 9.2.3). Members and
>>             Participants are reminded that acting contrary to ETSI
>>             IPR policy and/or delaying timely declaration of IPR can
>>             only delay the successful completion of the
>>             specification(s), undermining a critical success factor
>>             for the ISG.
>>
>>             Sincerely,
>>
>>             Lindsay Frost (NEC, proposed Convenor)
>>
>>             ________________________________________
>>
>>             Dr. Lindsay Frost, Chief Standardization Eng.
>>
>>             frost at neclab.eu <mailto:frost at neclab.eu>     Mobile
>>             +49.163.275.1734
>>
>>             NEC Laboratories Europe, Kurfürsten-Anlage 36,
>>
>>             D-69115 Heidelberg, Germany.
>>
>>             Reg. Headoffice: NEC Europe Ltd, VAT DE161569151
>>
>>             Athene, Odyssey Business Park, West End Road,
>>
>>             London HA4 6QE, Reg. in England 2832014
>>
>>             *From:*fiware-oasc-etsi-bounces at lists.fiware.org
>>             <mailto:fiware-oasc-etsi-bounces at lists.fiware.org>
>>             [mailto:fiware-oasc-etsi-bounces at lists.fiware.org] *On
>>             Behalf Of *Lindsay Frost
>>             *Sent:* Freitag, 16. Dezember 2016 10:41
>>             *To:* Juanjo Hierro (juanjose.hierro at telefonica.com
>>             <mailto:juanjose.hierro at telefonica.com>); Mulligan,
>>             Catherine E A; Ernoe Kovacs; JOSE MANUEL CANTERA FONSECA;
>>             PRIVAT Gilles IMT/OLPS; Franck Le Gall; RAES Serge
>>             IMT/OLPS (serge.raes at orange.com
>>             <mailto:serge.raes at orange.com>)
>>             *Cc:* Fiware-oasc-etsi at lists.fiware.org
>>             <mailto:Fiware-oasc-etsi at lists.fiware.org>
>>             *Subject:* [Fiware-oasc-etsi] fyi: ETSI Board consulting
>>             period has been extended to close of business today
>>             16.12.2016
>>
>>             Dear all,
>>
>>             I learned from NEC representative on the ETSI Board that
>>             the consultation
>>
>>             period has been extended to close of business today. I
>>             have asked him to
>>
>>             consider if he can find some supporting words which will
>>             encourage a
>>
>>             positive conclusion rather than enflame the debate again.
>>             Apparently the
>>
>>             issue of IPR is extremely sensitive and several ETSI
>>             members have
>>
>>             positions which - if touched in any way - lead to long
>>             and emotional debate.
>>
>>             I believe this does not reflect well on the good
>>             reputation of ETSI Board.
>>
>>             best wishes
>>
>>             Lindsay
>>
>>             ________________________________________
>>
>>             Dr. Lindsay Frost, Chief Standardization Eng.
>>
>>             frost at neclab.eu <mailto:frost at neclab.eu> Mobile
>>             +49.163.275.1734
>>
>>             NEC Laboratories Europe, Kurfürsten-Anlage 36,
>>
>>             D-69115 Heidelberg, Germany.
>>
>>             Reg. Headoffice: NEC Europe Ltd, VAT DE161569151
>>
>>             Athene, Odyssey Business Park, West End Road,
>>
>>             London HA4 6QE, Reg. in England 2832014
>>
>> _________________________________________________________________________________________________________________________
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