Hi Sarah and Kevin,

Thanks for your thoughtful follow-up.

Based on all of this, it seems that this question will need to be
submitted to ASF Legal for consideration. I think it is quite clear
that this is a good-faith effort to abide by the spirit of the ASF 3rd
Party License Policy, but the specific details will need to be
considered by ASF Legal.

> The binaries we plan to submit, and the accompanying license,
> are similar to the use cases listed under “Handling Licenses That
> Prevent Modification” [3] in the Category B description. While most
> of the contents of the distributed MLTBX file would be Apache-
> licensed, the compiled MEX functions would be dynamically linked
> against proprietary MathWorks shared libraries, which would cause
> inclusion of non-Apache licensed object code.

Yes, I think that is the right approach to pursue with ASF Legal:
asking them to add the license that governs the MEX functions to the
list of approved licenses under [3].

Thanks,
Ian


On Fri, Jan 26, 2024 at 10:56 AM Sarah Gilmore
<sgilm...@mathworks.com.invalid> wrote:
>
> Hi all,
>
> After consulting with some of our colleagues at MathWorks, we wanted to 
> follow-up on this thread.
>
> Before going through the official ASF legal process, we wanted to give the 
> community some insight into our thinking about why our proposed license may 
> be appropriate for Category B consideration.
>
> Our interpretation of the ASF 3rd Party License Policy [1] was that Category 
> B licenses are not limited to standard licenses, but, rather, must meet the 
> Appropriately Labelled Condition and the Binary-Only Inclusion Condition. The 
> proposed license [2] we shared is intended to meet these conditions. However, 
> we understand that our interpretation may not be accurate.
>
> The binaries we plan to submit, and the accompanying license, are similar to 
> the use cases listed under “Handling Licenses That Prevent Modification” [3] 
> in the Category B description. While most of the contents of the distributed 
> MLTBX file would be Apache-licensed, the compiled MEX functions would be 
> dynamically linked against proprietary MathWorks shared libraries, which 
> would cause inclusion of non-Apache licensed object code.
>
> The goal of the proposed license is to allow the MLTBX file to be used and 
> distributed freely as an official ASF release artifact. Ideally, MathWorks 
> would like to restrict reverse engineering and modification of the 
> proprietary components and the proposed license includes a clause for this 
> restriction. Since the MATLAB Interface to Arrow will likely only be useful 
> to users of MathWorks products, our hope is that this restriction would not 
> be an impediment to users.
>
> We understand this is an unusual situation and appreciate the community's 
> support in helping us identify a solution.
>
> [1] https://www.apache.org/legal/resolved.html
> [2] https://github.com/apache/arrow/files/13955180/license.txt
> [3] https://www.apache.org/legal/resolved.html#no-modification
>
> Best Regards,
>
> Sarah and Kevin
>
>
> From: Sarah Gilmore <sgilm...@mathworks.com>
> Sent: Friday, January 19, 2024 1:58 PM
> To: dev@arrow.apache.org <dev@arrow.apache.org>
> Cc: Kevin Gurney <kgur...@mathworks.com>
> Subject: Re: [DISCUSS][MATLAB] Proposed "Category B" License for Bundling 
> MATLAB MEX Build Artifacts in Official Arrow Release
>
> Hi Roman,
>
> > FWIW: while these are all excellent questions for the pre-work, if there
> > needs to be an ultimate statement on this -- you'll have to file a LEGAL
> > JIRA. E.g.: https://issues.apache.org/jira/browse/LEGAL-506
> >
> > (plz include all the relevant details when filing it -- whatever comes
> > out of this thread).
>
> Thank you for the guidance. We suspected this may be the case and will be 
> sure to include all the relevant information when we file the Jira issue.
>
> Best,
>
> Sarah and Kevin
>
> From: Roman Shaposhnik <r...@apache.org>
> Sent: Friday, January 19, 2024 12:15 PM
> To: dev@arrow.apache.org <dev@arrow.apache.org>
> Subject: Re: [DISCUSS][MATLAB] Proposed "Category B" License for Bundling 
> MATLAB MEX Build Artifacts in Official Arrow Release
>
> On Thu, Jan 18, 2024 at 12:24 PM Ian Cook <ianmc...@apache.org> wrote:
> >
> > Hi Sarah,
> >
> > Thanks for pursuing this.
> >
> > The ASF 3rd Party License Policy lists a number of standard,
> > off-the-shelf licenses that are compatible with Category B, but the
> > policy does not include any provision for custom-written licenses.
> > This appears to be a custom-written license. Is that correct?
> >
> > Is this custom-written license based on one of the listed Category B
> > licenses? If so, can you tell us which one? If not, can you provide
> > some explanation of why this license should be considered to meet the
> > criteria for Category B?
>
> FWIW: while these are all excellent questions for the pre-work, if there
> needs to be an ultimate statement on this -- you'll have to file a LEGAL
> JIRA. E.g.: https://issues.apache.org/jira/browse/LEGAL-506
>
> (plz include all the relevant details when filing it -- whatever comes
> out of this thread).
>
> Thanks,
> Roman.
>
>
> >
> > Thank you,
> > Ian
> >
> > On Wed, Jan 17, 2024 at 12:08 PM Sarah Gilmore
> > <sgilm...@mathworks.com.invalid> wrote:
> > >
> > > Hi Everyone,
> > >
> > > Kevin Gurney and I have been working on integrating the MATLAB Arrow 
> > > bindings with the project's release processes in this pull request [1]. 
> > > While working on integrating with the release tooling, we realized that 
> > > we need to ensure that the licenses of any MEX artifacts [2] bundled with 
> > > the released MLTBX [3] file are compatible with the ASF 3rd Party License 
> > > Policy [4].
> > >
> > > After several rounds of discussion with some colleagues at MathWorks, we 
> > > came up with a license [5] that is intended to meet the requirements for 
> > > inclusion as a "Category B" [6] license according to the ASF 3rd Party 
> > > License Policy.
> > >
> > > Our goal is to make sure we are doing the right thing here, so, as per 
> > > Kou's suggestion [7], we wanted to share the proposed license [5] with 
> > > the broader Arrow development community. We understand this may need 
> > > further input from ASF Legal as well.
> > >
> > > Please let us know what we can do to help move this forward. We sincerely 
> > > appreciate everyone's support as we navigate these licensing requirements.
> > >
> > > [1] https://github.com/apache/arrow/pull/38660
> > > [2] https://www.mathworks.com/help/matlab/call-mex-functions.html
> > > [3] 
> > > https://www.mathworks.com/help/matlab/creating-help.html?s_tid=CRUX_lftnav
> > > [4] https://www.apache.org/legal/resolved.html
> > > [5] https://github.com/apache/arrow/files/13955180/license.txt
> > > [6] https://www.apache.org/legal/resolved.html#category-b
> > > [7] https://github.com/apache/arrow/pull/38660#discussion_r1454804607
> > >
> > > Best,
> > >
> > > Sarah Gilmore
> > >

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