This post originally appeared on the OSHWA blog.

This blog post is an update for the OSHWA community about the 2019 Open Hardware Summit in Shenzhen, October as Open Hardware Month, and how OSHWA will think about Summits going forward.

The tl;dr version of this post is:

  1. OSHWA will not be holding the Open Hardware Summit in 2019
  2. OSHWA will be encouraging locally-organized events and gatherings across the globe as part of Open Hardware Month this October (email us at if would like to host one!)
  3. OSHWA will shift the Summit to the spring starting in 2020. The Summit will also be held in the same city for at least 3 years starting in 2020.

There is a lot to unpack here, so let’s get to it.

2019 Open Hardware Summit in Shenzhen

At the end of the 2018 Summit OSHWA announced that it would be holding the 2019 Open Hardware Summit in Shenzhen, China. Shenzhen has a vibrant local community of open source hardware enthusiasts. Many members of the OSHW community were also very excited for the opportunity to travel to a location that is so central to manufacturing innovation.

Unfortunately, in 2017 China implemented a law governing the activities of non-Chinese NGOs operating in China. This law created a number of bureaucratic hurdles for organizations like OSHWA that were interested in holding events in China.

Among other things, the law requires OSHWA to find a local Chinese Partner Unit (CPU) willing to act as our sponsor for the Summit. CPUs can only be certain types of organizations, such as universities or registered Chinese NGOs. Companies cannot serve as CPUs. The CPU must also be willing to undertake a significant number of bureaucratic steps to officially register the event and coordinate with local authorities. In addition to the process required of the CPU, OSHWA itself would have to undertake a significant and burdensome number of steps to collect, verify, and provide paperwork to Chinese authorities (see this article “Reams of Paperwork: Preparing Documents to Get Official Status in China” for a sense of what is involved).

OSHWA has spent the last few months trying to identify a suitable CPU. We have been unsuccessful, and do not have confidence that we will be successful in the future. Furthermore, even if we were able to find a suitable CPU, OSHWA cannot justify the time and resources required to comply with the various filing requirements associated with the law.

As a result, OSHWA decided that it was better to cancel the 2019 Summit now, before speakers and attendees had made commitments and travel arrangements.

That being said, OSHWA is still committed to supporting the OSHW community. That is why we are pairing this announcement with two additional announcements.

October as Open Hardware Month

OSHWA has traditionally supported October as Open Hardware Month. Open Hardware Month is an opportunity for the community to hold local events, hackathons, and documentation days as part of an international movement.

OSHWA wants to take this opportunity to expand Open Hardware Month events. We will work to provide resources for the community to create to local events, aggregate information to make it easy to find events in your area (or know that you need to organize one), and collect stories, video, and images of the events as they occur. These events will not be OSHWA run or carry the formal OSHWA name. We believe that Open Hardware Month will provide us an opportunity to shine a light on open source hardware events happening around the world. It will also provide an opportunity for local communities to raise their hand and be recognized by the global OSHWA community. Please email to learn more and volunteer to be involved.

Spring Summit 2020

Cancelling the Shenzhen Summit and focusing on Open Hardware Month will also allow us to shift the Summit to the spring. Over the years a number of Summit participants have told us that the spring is generally less crowded with events and obligations, so this shift should make it easier for more community members to attend.

Starting with the 2020 Summit OSHWA also intends to commit to a single US host city for at least three years.

For the past year the OSHWA board has been debating two alternative paths for the Summit. The first path would continue the pattern of moving the Summit every year. The benefits of this path is that it allows the Summit to come to the many different communities that support OSHW. The costs of this path are that it makes the Summit more expensive to operate because OSHWA needs to spend time and resources learning a new city every year. Switching cities also makes it hard to capitalize on the enthusiasm of local attendees in order to convert them into full community members.

Conversely, the alternative path is to commit to a single city for multiple years of the Summit. The benefits of this path is that it allows OSHWA to run the Summit significantly more efficiently and makes it easier for community members to plan. Holding the Summit in a single city allows OSHWA to grow the number of attendees by turning opportunistic local attendees into more permanent members of the community. The cost of this path is that it prevents us from moving the Summit to all of the communities that support OSHW.

After significant discussion, OSHWA has decided to adopt the single city approach. This decision was easier because we paired it with the expanded Open Hardware Month. We believe that Open Hardware Month will help fill at least part of the gap created by a stationary Summit.

While none of these decisions are being made lightly, OSHWA believes that combined they allow us to create a rhythm that is more supportive of the vibrant OSHW community. Open Hardware Month in the fall will shine a spotlight on all of the local OSHW communities around the world. The Summit in the spring will provide those communities a single place to come together and meet in person.

As always, OSHWA exists because of its community and we want to hear from you. Please let us know what you think in the comments below or in the forums.

This post originally appeared on the Create Refresh medium page.

The internet does not consist entirely of a handful of large, static platforms giving creators access to mature technologies such as audio and video. If it did, Article 13 of the Directive on Copyright could be an interesting approach to challenges posed by the online distribution of material protected by copyright.

Instead, the vitality of the internet comes from a dynamic array of websites that help connect creators and audiences with an ever-evolving array of expression and technology. Article 13 fails to imagine this internet as it exists today, not to mention the internet that we want to evolve two, five, or ten years in the future. As a result, it may push the internet in a smaller, more centralized, less creative direction.

Article 13’s filtering provisions are written with an eye towards technology that large platforms have implemented to analyze traditional media such as sound and video. Even setting aside the imperfect nature of this filtering technology — and it is far from perfect — the provisions overlook the fact that the technology did not simply appear when these platforms were created. Instead, these filters are the result of decades of work and hundreds of millions of euros of investment.

Requiring that type of investment as table stakes prevents new platforms from entering existing areas. Perhaps more problematically, it also erects significant barriers to new platforms that bring new technologies to creators.

Until recently I was the General Counsel at the 3D printing company Shapeways. Shapeways was founded in the Netherlands and gives hundreds of thousands of creators access to cutting edge 3D printing technology. This is not the desktop technology you may be most familiar with. Instead, creators use Shapeways to access printers that can cost hundreds to thousands of euros to print steel parts, gold jewelry, nylon dresses, and production-ready medical braces. Shapeways then empowers creators to market their works to a worldwide audience of fans and customers.

Unlike audio or video files, there simply is not a technology that can accurately identify 3D files in order to identify their content. Furthermore, there is no central database of all existing physical objects to compare files uploaded to Shapeways against. This makes it nearly impossible for a platform like Shapeways to comply with a requirement to filter or identify uploads for possible infringement.

Shapeways has been a leader in developing innovative licensing agreements to connect large rightsholders with Shapeways creators. It also has a robust process to allow rightsholders to request models be removed from the site and expeditiously complies with such requests. This system works well in the vast majority of cases. Nonetheless, Shapeways creators are sometimes targeted by unscrupulous claims where the purported rightsholder has a tenuous — at best — legal basis to request a model be removed.

Today’s legal structure allows some creators targeted by such unscrupulous claims to fight to keep their creations available online. However, if faced with increased liability for the activity of users, Shapeways and platforms like it will often err on the side of removing content in the face of any colorable claim. This is because providing any individual user the opportunity to challenge accusations could risk the viability of the entire platform.

Unable to comply with statutory filtering requirements and mindful of increased liability, under Article 13 platforms like Shapeways would be forced to institute a review process that would fundamentally alter the nature of the service. Instead of being available at internet scale, 3D printing would once again be beyond the reach of most creators. Only creators with orders large enough to justify an expensive manual review of each file would be able to place an order. Platforms looking to bring similarly cutting edge technologies to creators across Europe would be forced to make similar calculations.

Article 13 creates obligations that new platforms simply cannot meet. It fails to understand today’s platforms beyond a handful of large players, and fails to anticipate a richer, more diverse future where creators have access to even more tools. The Directive on Copyright should focus on empowering creators, not limiting the tools available to them.

Michael Weinberg is the new Executive Director of The Engelberg Center on Innovation Law and Policy at NYU Law. He was previously and for many years the General Counsel at the 3D printing company Shapeways, founded in the Netherlands and which gives hundreds of thousands of creators access to cutting edge 3D printing technology. The views expressed here are his own.

OSHWA Supports Design Patent Clarity in Amicus Brief

This post originally appeared on the OSHWA blog.

OSHWA has just filed an amicus brief in a case regarding design patents. OSHWA urged the court to uphold a rule that a design patent covers only what the patent itself says it covers. This rule allows everyone to understand what is and is not protected by a design patent. A clear understanding of the scope of design patent protection is particularly important for open source hardware creators who share their design files for use and modification by others because they need to know when a patent would – and would not – apply to their design.

The Case

The case in U.S. court, called Curver Luxembourg SARL v. Home Expressions, Inc., is actually about furniture patterns. Curver applied for a design patent on a wicker pattern similar to one found in ancient Islamic designs. The pattern looks like this:

Image Pattern

Design patents don’t protect abstract designs as represented in all things at all times. (Copyrights do that.) When you apply for a design patent you need to identify the “article of manufacture,” the actual thing that embodies the design. Curver initially failed to identify the thing that embodies the design, but eventually identified a “pattern for a chair.”

Curver’s designation of a “pattern for a chair” is important for what comes next. Another houseware manufacturer, Home Expressions, started selling a basket with a wicker pattern similar to Curver’s. Curver accused Home Expressions of infringing on Curver’s design patent. Curver believes that now that its patent for a “pattern for a chair” has been issued, the patent should be interpreted much more broadly to cover baskets, or any other object embodying the wicker design.

OSHWA’s Amicus Brief

From OSHWA’s standpoint, it does not really matter if the patterns on Curver’s and Home Expressions’ baskets are the same or not. What is important is that Curver’s patent is for the design embodied in chairs and baskets are not chairs (this is a hill I am potentially willing to die on). Curver should not be able to select arbitrarily or strategically the thing that embodies its design in order to get the patent, and then turn around and apply the patent well beyond the scope of that selection in the real world. Our brief asks the court to adopt a rule preventing that kind of behavior.

Regardless of what you think about the design patent system more broadly (and there are many opinions about it in the open source hardware community), the system can work only if patents give notice of what they cover. The “article of manufacture” (in this case, a chair) is essential to providing that notice because it shows how an otherwise abstract design applies to a particular object. It also places a reasonable limit on the scope of a design patent’s protection. Home Expressions should have been able to confidently ignore a chair-based patent in designing their basket.

The trial court agreed, and found for Home Expressions, but Curver has appealed the case. OSHWA has filed an amicus brief urging the appellate court to uphold the trial court. Our brief is in support of the rule that patents should be read to cover what they say they cover – and only what they say they cover.

This is important to the open source hardware community in at least two ways. First, creators cannot avoid infringing on existing patents if they do not have a way to understand what those patents do and do not cover. The patent system works only if people can figure out from patents themselves what those patents cover. This is important for maintaining a healthy environment for open source hardware creators to share design files with others without exposing themselves or other creators to unknown risks.

Second, some open source hardware creators rely on licenses to impose openness obligations on future users of their hardware. Those creators cannot understand when the openness obligations apply to future users or how far those obligations extend if they cannot understand when the design patents included in the license are being used.

Curver actually took the fairly unusual step of opposing our request to file our amicus brief. Fortunately, the court recognized that the open source hardware community could be impacted by the decision in this case and denied Curver’s attempt to keep us out.

OSHWA will continue to keep an eye on this case and provide updates as they develop. We would also like to say a big thank you to Kyle McLorg, George Laiolo, Erik Stallman, and Jennifer Urban at the Samuelson Law, Technology, & Public Policy Clinic at Berkeley Law for representing OSHWA in this case. They drafted the original brief, as well as the argument that convinced the court to accept it over Curver’s objections.

Cast Courts, 3D Scans, and Mass Dissemination of Museum Collections

What if the leading museums decided to make perfect reproductions of the great works in their collection and ship them all over the world? People in Berlin could stare up at Michelangelo’s Moses while Trajan’s Column towers over Vienna, Copenhagen, and Brussels simultaneously. A single room in London could contain the altarpiece of a medieval cathedral, a Roman tomb, and a Hindu goddess, while rooms in Frankfurt, Moscow, and Oslo display the exact same works.

In 1867, 15 European princes (Amadeus, Duke of Aosta? Oh yes he’s there) came together to sign the Convention for Promoting Universally Reproductions of Works of Art for the Benefit of Museums of All Countries to do just this. Their motivations and experiences help shed light on today’s emerging renaissance of access to shared cultural heritage.

The nineteenth century Princes recognized two things. First, that technologies such as casts, electrotyping, and photography had made it easier than ever to reproduce great works of art without damaging the originals. Second, that most people would never have the opportunity to travel the world to experience those original works firsthand. If the works were not distributed widely the vast majority of people would simply never see them.

Their solution was to agree that their museums would make full scale replica copies of their greatest treasures and exchange them among themselves. All of the museums could have all of the works. A worker in London who would never travel to Florence could still experience all 17 feet of Michelangelo’s David with her own eyes.

Victoria and Albert Cast Court Cast Court Image by Flickr user Kathryn under a CC BY-ND 2.0 License

These collections – known as cast courts – fell in and out of fashion in the century and a half since the Convention was signed. Fortunately, they never fully disappeared. London’s Victoria and Albert Museum has just completed a massive restoration of one of the few surviving cast courts. In some cases, the museum’s copies have outlived the original work and are the only way to experience them first hand.

While the collection is inspiring in its own right, its rejuvenation coincides with a rediscovered interest in using technology to bring works out of museums and into the hands of the public.

Like the cast courts, these new efforts are also driven by technological innovation and a recognition of the value of bringing great works of art to people wherever they may be. Advances in photography and 3D scanning have made it much easier to create accurate digital replicas of works. The internet allows those replicas to reach a worldwide audience. And digital manufacturing technologies such as 3D printing allow that audience to re-create those works wherever they may be.

Europeana is an EU-wide effort to help get Europe’s cultural heritage online and make it accessible. The Digital Public Library of America is a similar effort in the United States. OpenGLAM helps galleries, libraries, archives, and museums make their collections more accessible to the public. The Smithsonian Institution started making scans of items from its collection available online, so you can explore a 40-foot whale fossil, Abraham Lincoln’s face, or even the Apollo space capsule on your computer.

Experiencing these works firsthand can be inspiring, but engaging with them helps drive the creation of more culture. Of course, customizing copies of great works is not unique to today. After Queen Victoria’s initial viewing of the Museum’s David sculpture, a fig leaf was commissioned to help make the sculpture a bit more modest.

Today’s virtual casts are the foundation for somewhat less puritan creativity. The Rijksmuseum in Amsterdam’s open collection has inspired sleep masks, contact lenses, and dances. Jewelry designers have created new works based on paintings housed in the National Gallery of Denmark. The Met Museum invited the public to scan and remix the statues in their collection into new works.

These digital files can also be used to fuel machine learning-based interactions. The ml5.js style transfer libraries allow users to take webcam images and restyle them based on great paintings.

The last ingredient that makes this kind of access work is a legal one. Copyright protection on these great works of art have long since expired, placing them firmly in the public domain. That means that there are no licenses to negotiate and no royalties to collect. Rembrandt’s lawyers are not going to come after you for turning The Night Watch into a Nightshirt.

The Public Domain Review is one organization that makes this connection to the public domain explicit. Its twitter feed is full of interesting images freely available to everyone and its gif collection shows what can happen when you invite people to engage with them.

Expanded access to these works is also coinciding with the expansion of the public domain itself in the United States. On January 1, after being effectively frozen for 20 years, an entire year’s worth of creative works will enter the public domain. For 2019, that’s all of the work created in 1923. 2020 will see work from 1924, 2021 from 1925, and so on. That means that just as technology is making it easier to access the cultural heritage that makes up the public domain there are more public domain works to access.

The feature image of Trajan’s Column being installed in the cast court is from the Victoria and Albert Museum and was taken around 1873.

Update 7/14/19: the chapter itself is now available here.

Occasionally I find myself in the highly fortunate position to be asked to contribute to a scholarly publication without having any professional incentive to do so. This is exciting because I’m as flattered as anyone when someone else is interested enough in what I’m doing to want to publish it. It also gives me a chance to come into contact with the kinds of contracts that academic publishers offer their contributors. To put it mildly, these contracts are insane. In exchange for an unpaid contribution, the contracts expect the authors to give the publishers all sorts of exclusive rights and to indemnify the authors against any sort of infringement lawsuit.

Fortunately for me, and unlike so many people who are confronted with these types of contracts, I have no professional incentive to publish in academic journals (at least as of now). That makes me free to push back against the contract terms. The worst thing that happens is that the publisher decides I’m more trouble than I’m worth - it isn’t going to knock me off tenure track or anything.

This situation first came up in 2016 with a contract from the academic publisher Kluwer. At the time, in what I hoped was a service to others who were confronted with these contracts without the ability to walk away, I published the edited version of the agreement that Kluwer agreed to.

Today I’m in a position to do the same thing with an Elsevier. I have XXXXXX’d out the specific terms of the work and the editors because I don’t think it is relevant. I hope that this information will help other authors avoid the most ridiculous terms of the agreement.

Thank you for agreeing to contribute to XXXXXXX (the “Work”) edited by XXXXXXXX (the “Editor”). This Agreement between you (the “Contributor”) and Elsevier Inc. (the “Publisher”) regarding your contribution (the “Contribution”) outlines the Contributor’s and the Publisher’s respective obligations and rights.

A. The Contributor agrees that the Contribution will be the agreed-upon length, will contain the content and substance, as instructed by the Editor, and will be submitted in the form and manner and by the date as agreed upon. If requested, the Contributor also agrees to review proofs of the Contribution in the designated time period, making any necessary revisions and answering queries, to help ensure the accurate publication of the Contribution. The Contributor will keep one complete copy of the Contribution to ward against loss.

The Contributor shall also deliver with the manuscript the relevant illustrations (meaning photographs, multimedia content (if any), drawings, sketches, diagrams, charts, maps, tabular matter and any other accompanying material), along with captions for all such illustrations and the Contributor shall obtain the rights to use such Illustrations in the Contribution.

The Contributor shall also deliver with the manuscript an abstract of approximately 100-150 words of the Contribution to the Work, and a list of approximately 5 - 10 keywords of the Contribution to the Work all of which shall for purposes of this Agreement be included in the Contribution.

B. It is understood and agreed that the copyright in the Contribution is owned by Michael Weinberg. To facilitate publication of the Contribution, the Contributor grant to the Publisher, the non-exclusive license to publish, distribute and otherwise exploit the Contribution throughout the world. Such license includes without limitation the right to produce, reproduce, transmit, sell, license and otherwise distribute the Contribution in all media now known or hereinafter devised to create or have created any revision thereof, to make derivative works, abridgements or translations, and to license and authorize others to do so, and all subsidiary and translation rights. The Contributor agree not to publish or permit publication of the complete or substantially complete Contribution in a competing work for 3 years from the publication of the work. The following copyright notice shall be used in the contribution: “Copyright © 20__ Michael Weinberg. Published by Elsevier Inc. All rights reserved.”

C. The Publisher will provide each contributor with one (1) free print copy of the Work. Each Contributor may purchase additional copies of the Work, and other books published by the Publisher in print form (excluding the Publisher’s Major Reference Works program) directly from the Publisher at a discount of thirty percent (30%), all for personal use and not for resale.

D. The Contributor confirms that the Contribution is original to the Contributor, has not been previously published (except for the materials already published in previous editions of the Work and third-party material that is either in the public domain or for which appropriate permission has been obtained), and the Contributor has the right to grant to the Publisher the rights described above; the Contributor confirms that the Contribution does not contain any material that infringes any third party rights or is harmful to the user. The Contributor also confirms that to the best of the Contributor’s knowledge the Contribution contains no libelous, unlawful or otherwise actionable matter. Further, the Contributor also confirms that the Contributor is familiar with all applicable conflicts of interest and outside compensation laws and regulations as well as policies and rules of the Contributor’s employer or institution (if applicable), and that the Contributor’s acceptance of this appointment (including the acceptance of any complimentary copies of the Work), and the terms of this Agreement and the Contributor’s performance under this Agreement is and will be in compliance with those laws, regulations, policies and rules. If the Contributor and/or any of the co-contributors reside in Iran, Cuba, Sudan, Burma, Syria, or Crimea, the Contribution has been prepared in a personal, academic or research capacity and not as an official representative or otherwise on behalf of the relevant government.

E. Should any materials in the Contribution be the work of others, said materials must be properly credited, and the Contributor agrees to obtain any necessary grant of permission for use of the others’ materials, as well as any medical patient consents and releases.

F. The Contributor represents and warrants that he/she has disclosed in writing to the Publisher all actual and potential competing interests, both financial and non-financial, if any in relation to the Contribution. (Examples of financial conflicts include employment, consultancies, stock ownership, honoraria, paid expert testimony, grants, patents or patent applications, and travel grants. Competing interests may also arise as a result of personal relationships, academic competition, and intellectual beliefs, such as political or religious beliefs.)

G. The Contributor authorizes use by the Publisher and its applicable affiliates, licensees and service providers worldwide of the Contributor’s name, image, likeness, voice, biography, and professional affiliations (at the Publisher’s discretion) for purposes of advertising, promoting and publicizing the Work and all updates and derivatives thereof and the Contributor’s contact details, including postal and email addresses, for purposes of communicating with the Contributor about the Work and writing, reviewing, researching or contributing to other relevant projects with the Publisher.

H. If the Publisher decides not to proceed with publication of the Contribution, the Publisher will revert all rights to the Contributor. The Publisher reserves the right to revise the Contribution if required to render it suitable for publication, including the substitution of borrowed material.