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 //Licensed under the Apache License, Version 2.0 (the "License");
 //you may not use this file except in compliance with the License.
 //You may obtain a copy of the License at
 //
 //http://www.apache.org/licenses/LICENSE-2.0
 //
 //Unless required by applicable law or agreed to in writing, software
 //distributed under the License is distributed on an "AS IS" BASIS,
 //WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
 //See the License for the specific language governing permissions and
 //limitations under the License.
 = Podling Name Search Guide
 Apache Incubator PMC
 2002-10-16
 :jbake-type: guide
 :jbake-status: published
 :idprefix:
 :toc:
 :imagesdir: ../images/
 == Introduction

 This guide is *not* _legal advice_ or _legal opinion_:
 *do not* use it as a substitute.
 Its aims are education and information *only*.

 This process filters out unsuitable names early,
 reducing the legal resources required and
 limiting the potential disruption to a community of a forced name change
 later. A smooth path, but not the only one. If there are reasons
 why this road isn't right for your podling,
 consult link:http://mail-archives.apache.org/mod_mbox/incubator-general/[incubator general].

 === Meet The Apache Branding Team

 Names link:http://www.apache.org/foundation/marks/#whoweare[fall] within the responsibilities of the
 link:http://www.apache.org/foundation/[V.P., Brand Management] (and
 link:http://www.apache.org/foundation/marks/#whoweare[team]). Please start by reading:

 - the link:http://www.apache.org/foundation/marks/[Apache Trademark Policy] (which introduces trademarks and outlines our policy);
 - the link:http://www.apache.org/foundation/marks/faq/[Apache Trademark FAQs] (which answers questions asked by downstream consumers); and
 - the link:http://www.apache.org/foundation/marks/pmcs.html[Apache Project Branding Requirements] (which guides PMCs).

 For podlings in the Incubator, naming issues are managed co-operatively by the Brand and Incubator communities.
 Rules for podlings include all branding requirements for PMCs, plus a few extras.

 === Trademarks

 Trademark law is a complex subject.
 Distinctive differences from other intellectual property laws (such as patent or copyright) mean that
 intuition or knowledge gained from other areas may not be applicable.
 The link:http://www.apache.org/foundation[Apache Software Foundation] is
 a link:http://www.apache.org/foundation/faq.html#is-ASF-a-corporation[US corporation].
 Developing some understanding of the basic principles of US trademark law is therefore important.

 Please read:

 - link:http://www.apache.org/foundation/marks/#principles[Description of key trademark principles] for Apache projects;
 - USPTO trademark
  - link:http://www.uspto.gov/trademarks/index.jsp[home] page
  - link:http://www.uspto.gov/trademarks/basics/index.jsp[basics], and follow the links for materials;
 - link:http://en.wikibooks.org/wiki/US_Trademark_Law[US Trademark Law] WikiBook; and
 - link:http://www.ifosslr.org/ifosslr/article/view/11/37[Passport Without A Visa: Open Source Software Licensing and Trademarks] by Tiki Dare and Harvey Anderson in the link:http://www.ifosslr.org/[International Free and Open Source Software Law Review].

 ==== Trademarks And The Apache License

 Like link:http://www.ifosslr.org/ifosslr/article/view/11/37[many]
 link:http://www.opensource.org[open source] licenses, the
 link:http://www.apache.org/licenses/LICENSE-2.0.html[Apache License, Version 2.0]
 focuses on granting copyright and patent rights to the public.
 The _trademark_ section permits only very limited trademark rights.

 [quote]
 ""
 *6. Trademarks.*
 This License does not grant permission to use the trade names, trademarks,
 service marks, or product names of the Licensor, except as required for
 reasonable and customary use in describing the origin of the Work and
 reproducing the content of the NOTICE file."
 ""
 -- link:http://www.apache.org/licenses/LICENSE-2.0.html#trademarks[Apache License, Version 2.0]

 All Apache projects share the Apache License. This issues standard *copy*
 and *patent* rights to
 downstream consumers. *Trademark* rights for Apache products are issued and managed independently,
 beyond the Apache License. This allows Apache communities to use trademark law to protect their reputation and that of the
 link:http://www.apache.org/foundation/[Foundation], within the broader
 framework provided by the Brand team.

 === What Makes A Name Good
 Good names for commercial products or _UNIX_ utilities have tended to work less well here at Apache.
 Many successful Apache project names are memorable, unusual and a little
 link:http://www.sdtimes.com/TOP_FIVE_HEAD_SCRATCHINGEST_NAMES_FOR_APACHE_PROJECTS/By_Victoria_Reitano/About_APACHE_and_HADOOP_and_HARMONY_and_MYSQL_and_OODT_and_YAY/35959[whimsical].
 These qualities also happen to be useful when it comes to securing trademark protection.
 Have fun. Be creative.

 === Podling Suitable Name Search

 The initial link:http://incubator.apache.org/guides/proposal.html[proposal]
 establishes a working name for the new podling.
 Often some discussion and filtering of suitable names happens during the election
 process but this proposed name is *not* final, only _provisional_.
 The community may choose to change it. Or the community may discover that the name is unsuitable:
 in which case a suitable new name must be found.

 A podling needs to discover whether a name is suitable.
 The Incubator community calls this process the _suitable name search_.
 This avoids any potential confusion with phrases like
 _trademark search_ with technical meanings in the trademark community.
 Please be careful with language. In particular:

 - avoid using loaded technical legal terms;
 - use plain, simple English to describe what you did and what you found;
 - avoid speculation; and
 - don't offer _advice_ or _opinions_.

 A suitable name search must be successfully completed before a podling can graduate.
 This isn't the only way one might be done, just a smooth path.

 Names are an essential part of building a brand and community.
 Switching names wastes the efforts put into establishing the original name.
 Therefore complete this task as soon as possible.

 == Conducting A Suitable Name Search

 The aim - to find a name that is acceptable to the community and is not unsuitable.

 A suitable name search has public and private elements.
 The link:https://issues.apache.org/jira/browse/PODLINGNAMESEARCH[tracker] provides the public record.
 Incubator best practice evolves over time, documentation lags.
 The public records of past searches are a primary source of guidance.
 Review now the records of previous searches, beginning with the most recent then working back.

 The public record consists of _actions_ (how you searched) and _facts_ (what your search found). In particular,
 in *all* public forums (mailing lists, issue trackers and so on):


 -*Do not* speculate.
 -*Do not* use loaded technical legal language.
 -*Do not* offer
  -opinions,
  -advice,
  -interpretation, or
  -analysis.

 Use the public lists in the Incubator to ask questions about _how_ the search should be conducted.
 Once the information is collected and collated, then ask the trademark team to help interpret and analyse these results
 on the private lists, copying in the PPMC. Finally discuss the results of your investigation on the private PPMC list.
 Whether a name is suitable or unsuitable (or somewhere in between) should be recorded when the issue is closed.

 === Eliminate Unsuitable Names
 To be suitable, a name needs to be

 - judged _appropriate_ by the wider community; and
 - _unique enough_ to avoid confusion

 Facts and activities performed are link:https://issues.apache.org/jira/browse/PODLINGNAMESEARCH[recorded] for the public.
 Interpretation and analysis of these facts happens on private mailing lists, the PPMC private in the first instance.
 Whether the name proved suitable or unsuitable should be entered into the public record
 but take care to use our language (_ethically unsuitable_ or
 _not unique enough_) and to avoid loaded legal terms.


 ==== The Main Sequence

 Every podling is unique, but using a link:http://outreach.atnf.csiro.au/education/senior/astrophysics/stellarevolution_mainsequence.html[cosmic]
 metaphor, most fit into a main sequence. For podlings on the main sequence,
 most of the bugs should have been squashed and rough edges documented away, so expect a smooth journey.
 Away from the main sequence, process may need to be grown, documentation is likely be sparse
 and progress less smooth.

 The main sequence is described here. This well known path is
 appropriate for almost all podlings.
 If there are good reasons to think that your podling is a special case, discuss this with the
 link:http://mail-archives.apache.org/mod_mbox/incubator-general/[Incubator community]
 and reach consensus on the way forward.

 ==== Appropriateness

 Some names are not appropriate for open source projects.
 Acceptability under
 link:http://www.law.cornell.edu/uscode/15/1052.shtml[US Trademark Law] is a good base line.
 This excludes marks that

 [quote]
 ____
 Consists of or comprises immoral, deceptive, or scandalous matter;
 or matter which may disparage or falsely suggest a connection with persons,
 living or dead, institutions, beliefs, or national symbols, or bring them into contempt, or disrepute;
 ____
 -- link:http://www.law.cornell.edu/uscode/15/1052.shtml[US Code 15:1052]

 Proposals with inappropriate names are unlikely to pass the initial hustings but spend a few moments considering
 whether anything has been missed. Check for alternative meanings, perhaps in foreign languages.

 ==== Unique Enough Names

 The name needs be unique enough to avoid confusion with software that already exists.
 For the community to be able to protect its reputation for quality and openness,
 its name needs to unique enough to have potential as a trademark.

 But this isn't only about being able to register trademark protection.
 Ethics also plays a role. Even where a name may offer enough protection, existing adoption
 of the name by an active community may mean that the choice needs to be eliminated on ethical grounds.
 There is some judgment involved in this decision. So, involve the wider Incubator community if a name is already
 used.

 ==== How To Collect Evidence Of Uniqueness

 To decide whether a potential name is _unique enough_ to be suitable

 - Collect evidence about current name usage.
 - link:https://issues.apache.org/jira/browse/PODLINGNAMESEARCH[Record] the facts.
 - Analyse and interpret these facts; in private with help from the brand team.
 - Reach consensus about whether the name is unique enough.
 - link:https://issues.apache.org/jira/browse/PODLINGNAMESEARCH[Record] whether the name is suitable.
 - If unsuitable then the community should pick a more unique name and repeat this process.

 ==== Evidence Of Open Source Adoption

 Existing adoption amongst another active open source community may give ethical
 reasons for eliminating a name. This is an example of a condition with a fractal
 boundary. Not every name which has been used before need be eliminated as unsuitable
 but this is an issue which needs to be discussed more widely and
 a consensus reached with the broad
 link:http://mail-archives.apache.org/mod_mbox/incubator-general/[Incubator community].

 Look for evidence of existing adoption amongst open source communities by searching well known
 foundries (for example link:http://www.github.com[GitHub] and
 link:http://www.sourceforge.net[Sourceforge])
 and the web (use several search engines for example link:http://www.bing.com[Bing],
 link:http://www.google.com[Google] and link:http://www.yahoo.com[Yahoo]).
 Review recent link:https://issues.apache.org/jira/browse/PODLINGNAMESEARCH[records]
 for contemporary details about where to search.
 link:https://issues.apache.org/jira/browse/PODLINGNAMESEARCH[Record] each search and describe the results.

 If the name been used by the same community before it arrived at Apache, that's fine but should be noted in the
 link:https://issues.apache.org/jira/browse/PODLINGNAMESEARCH[record].

 === Evidence Of Registration

 A number of online resources exist which may help to discover evidence of
 competing registered trademarks.
 Not every trademark is registered. Not every registered trademark is listed in these resources.
 Even if evidence is found of existing registrations,
 this does not necessary eliminate the proposed name. Just
 link:https://issues.apache.org/jira/browse/PODLINGNAMESEARCH[record] the facts.
 Leave analysis and interpretation to private lists.
 When a search returns a large number of hits, focus on live registrations related to software.

 The foremost online resource is TESS run by USPTO. Before using
 TESS, please browse the documentation links from
 link:http://www.uspto.gov/trademarks/index.jsp[USPTO trademark home].

 Other resources which allow cheap searches of their databases exist but are often
 ephemeral. Review the link:https://issues.apache.org/jira/browse/PODLINGNAMESEARCH[records]
 for the state of this art.

 ==== Evidence Of Use On The World Wide Web

 Registration of trademark is not required. Rights may also be obtained by use of a mark in commerce.

 Use a variety of web search engines (for example, link:http://www.bing.com[bing], link:http://www.google.com[google]
 and link:http://search.yahoo.com[yahoo]) to survey usage on the world wide web.

 - The results returned by a search for the name itself may provide evidence of well known usages of the term.
 - The results returned by searching for the name and _software_ may provide evidence of existing use in trade. You may also want to search for the name and key functionality the software provides
 and name and _open source_
	//Licensed under the Apache License, Version 2.0 (the "License");
	//you may not use this file except in compliance with the License.
	//You may obtain a copy of the License at
	//
	//http://www.apache.org/licenses/LICENSE-2.0
	//
	//Unless required by applicable law or agreed to in writing, software
	//distributed under the License is distributed on an "AS IS" BASIS,
	//WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
	//See the License for the specific language governing permissions and
	//limitations under the License.
	= Podling Name Search Guide
	Apache Incubator PMC
	2002-10-16
	:jbake-type: guide
	:jbake-status: published
	:idprefix:
	:toc:
	:imagesdir: ../images/
	== Introduction

	This guide is not _legal advice_ or _legal opinion_:
	do not use it as a substitute.
	Its aims are education and information only.

	This process filters out unsuitable names early,
	reducing the legal resources required and
	limiting the potential disruption to a community of a forced name change
	later. A smooth path, but not the only one. If there are reasons
	why this road isn't right for your podling,
	consult link:http://mail-archives.apache.org/mod_mbox/incubator-general/[incubator general].

	=== Meet The Apache Branding Team

	Names link:http://www.apache.org/foundation/marks/#whoweare[fall] within the responsibilities of the
	link:http://www.apache.org/foundation/[V.P., Brand Management] (and
	link:http://www.apache.org/foundation/marks/#whoweare[team]). Please start by reading:

	- the link:http://www.apache.org/foundation/marks/[Apache Trademark Policy] (which introduces trademarks and outlines our policy);
	- the link:http://www.apache.org/foundation/marks/faq/[Apache Trademark FAQs] (which answers questions asked by downstream consumers); and
	- the link:http://www.apache.org/foundation/marks/pmcs.html[Apache Project Branding Requirements] (which guides PMCs).

	For podlings in the Incubator, naming issues are managed co-operatively by the Brand and Incubator communities.
	Rules for podlings include all branding requirements for PMCs, plus a few extras.

	=== Trademarks

	Trademark law is a complex subject.
	Distinctive differences from other intellectual property laws (such as patent or copyright) mean that
	intuition or knowledge gained from other areas may not be applicable.
	The link:http://www.apache.org/foundation[Apache Software Foundation] is
	a link:http://www.apache.org/foundation/faq.html#is-ASF-a-corporation[US corporation].
	Developing some understanding of the basic principles of US trademark law is therefore important.

	Please read:

	- link:http://www.apache.org/foundation/marks/#principles[Description of key trademark principles] for Apache projects;
	- USPTO trademark
	- link:http://www.uspto.gov/trademarks/index.jsp[home] page
	- link:http://www.uspto.gov/trademarks/basics/index.jsp[basics], and follow the links for materials;
	- link:http://en.wikibooks.org/wiki/US_Trademark_Law[US Trademark Law] WikiBook; and
	- link:http://www.ifosslr.org/ifosslr/article/view/11/37[Passport Without A Visa: Open Source Software Licensing and Trademarks] by Tiki Dare and Harvey Anderson in the link:http://www.ifosslr.org/[International Free and Open Source Software Law Review].

	==== Trademarks And The Apache License

	Like link:http://www.ifosslr.org/ifosslr/article/view/11/37[many]
	link:http://www.opensource.org[open source] licenses, the
	link:http://www.apache.org/licenses/LICENSE-2.0.html[Apache License, Version 2.0]
	focuses on granting copyright and patent rights to the public.
	The _trademark_ section permits only very limited trademark rights.

	[quote]
	""
	6. Trademarks.
	This License does not grant permission to use the trade names, trademarks,
	service marks, or product names of the Licensor, except as required for
	reasonable and customary use in describing the origin of the Work and
	reproducing the content of the NOTICE file."
	""
	-- link:http://www.apache.org/licenses/LICENSE-2.0.html#trademarks[Apache License, Version 2.0]

	All Apache projects share the Apache License. This issues standard copy
	and patent rights to
	downstream consumers. Trademark rights for Apache products are issued and managed independently,
	beyond the Apache License. This allows Apache communities to use trademark law to protect their reputation and that of the
	link:http://www.apache.org/foundation/[Foundation], within the broader
	framework provided by the Brand team.

	=== What Makes A Name Good
	Good names for commercial products or _UNIX_ utilities have tended to work less well here at Apache.
	Many successful Apache project names are memorable, unusual and a little
	link:http://www.sdtimes.com/TOP_FIVE_HEAD_SCRATCHINGEST_NAMES_FOR_APACHE_PROJECTS/By_Victoria_Reitano/About_APACHE_and_HADOOP_and_HARMONY_and_MYSQL_and_OODT_and_YAY/35959[whimsical].
	These qualities also happen to be useful when it comes to securing trademark protection.
	Have fun. Be creative.

	=== Podling Suitable Name Search

	The initial link:http://incubator.apache.org/guides/proposal.html[proposal]
	establishes a working name for the new podling.
	Often some discussion and filtering of suitable names happens during the election
	process but this proposed name is not final, only _provisional_.
	The community may choose to change it. Or the community may discover that the name is unsuitable:
	in which case a suitable new name must be found.

	A podling needs to discover whether a name is suitable.
	The Incubator community calls this process the _suitable name search_.
	This avoids any potential confusion with phrases like
	_trademark search_ with technical meanings in the trademark community.
	Please be careful with language. In particular:

	- avoid using loaded technical legal terms;
	- use plain, simple English to describe what you did and what you found;
	- avoid speculation; and
	- don't offer _advice_ or _opinions_.

	A suitable name search must be successfully completed before a podling can graduate.
	This isn't the only way one might be done, just a smooth path.

	Names are an essential part of building a brand and community.
	Switching names wastes the efforts put into establishing the original name.
	Therefore complete this task as soon as possible.

	== Conducting A Suitable Name Search

	The aim - to find a name that is acceptable to the community and is not unsuitable.

	A suitable name search has public and private elements.
	The link:https://issues.apache.org/jira/browse/PODLINGNAMESEARCH[tracker] provides the public record.
	Incubator best practice evolves over time, documentation lags.
	The public records of past searches are a primary source of guidance.
	Review now the records of previous searches, beginning with the most recent then working back.

	The public record consists of _actions_ (how you searched) and _facts_ (what your search found). In particular,
	in all public forums (mailing lists, issue trackers and so on):


	-Do not speculate.
	-Do not use loaded technical legal language.
	-Do not offer
	-opinions,
	-advice,
	-interpretation, or
	-analysis.

	Use the public lists in the Incubator to ask questions about _how_ the search should be conducted.
	Once the information is collected and collated, then ask the trademark team to help interpret and analyse these results
	on the private lists, copying in the PPMC. Finally discuss the results of your investigation on the private PPMC list.
	Whether a name is suitable or unsuitable (or somewhere in between) should be recorded when the issue is closed.

	=== Eliminate Unsuitable Names
	To be suitable, a name needs to be

	- judged _appropriate_ by the wider community; and
	- _unique enough_ to avoid confusion

	Facts and activities performed are link:https://issues.apache.org/jira/browse/PODLINGNAMESEARCH[recorded] for the public.
	Interpretation and analysis of these facts happens on private mailing lists, the PPMC private in the first instance.
	Whether the name proved suitable or unsuitable should be entered into the public record
	but take care to use our language (_ethically unsuitable_ or
	_not unique enough_) and to avoid loaded legal terms.


	==== The Main Sequence

	Every podling is unique, but using a link:http://outreach.atnf.csiro.au/education/senior/astrophysics/stellarevolution_mainsequence.html[cosmic]
	metaphor, most fit into a main sequence. For podlings on the main sequence,
	most of the bugs should have been squashed and rough edges documented away, so expect a smooth journey.
	Away from the main sequence, process may need to be grown, documentation is likely be sparse
	and progress less smooth.

	The main sequence is described here. This well known path is
	appropriate for almost all podlings.
	If there are good reasons to think that your podling is a special case, discuss this with the
	link:http://mail-archives.apache.org/mod_mbox/incubator-general/[Incubator community]
	and reach consensus on the way forward.

	==== Appropriateness

	Some names are not appropriate for open source projects.
	Acceptability under
	link:http://www.law.cornell.edu/uscode/15/1052.shtml[US Trademark Law] is a good base line.
	This excludes marks that

	[quote]
	____
	Consists of or comprises immoral, deceptive, or scandalous matter;
	or matter which may disparage or falsely suggest a connection with persons,
	living or dead, institutions, beliefs, or national symbols, or bring them into contempt, or disrepute;
	____
	-- link:http://www.law.cornell.edu/uscode/15/1052.shtml[US Code 15:1052]

	Proposals with inappropriate names are unlikely to pass the initial hustings but spend a few moments considering
	whether anything has been missed. Check for alternative meanings, perhaps in foreign languages.

	==== Unique Enough Names

	The name needs be unique enough to avoid confusion with software that already exists.
	For the community to be able to protect its reputation for quality and openness,
	its name needs to unique enough to have potential as a trademark.

	But this isn't only about being able to register trademark protection.
	Ethics also plays a role. Even where a name may offer enough protection, existing adoption
	of the name by an active community may mean that the choice needs to be eliminated on ethical grounds.
	There is some judgment involved in this decision. So, involve the wider Incubator community if a name is already
	used.

	==== How To Collect Evidence Of Uniqueness

	To decide whether a potential name is _unique enough_ to be suitable

	- Collect evidence about current name usage.
	- link:https://issues.apache.org/jira/browse/PODLINGNAMESEARCH[Record] the facts.
	- Analyse and interpret these facts; in private with help from the brand team.
	- Reach consensus about whether the name is unique enough.
	- link:https://issues.apache.org/jira/browse/PODLINGNAMESEARCH[Record] whether the name is suitable.
	- If unsuitable then the community should pick a more unique name and repeat this process.

	==== Evidence Of Open Source Adoption

	Existing adoption amongst another active open source community may give ethical
	reasons for eliminating a name. This is an example of a condition with a fractal
	boundary. Not every name which has been used before need be eliminated as unsuitable
	but this is an issue which needs to be discussed more widely and
	a consensus reached with the broad
	link:http://mail-archives.apache.org/mod_mbox/incubator-general/[Incubator community].

	Look for evidence of existing adoption amongst open source communities by searching well known
	foundries (for example link:http://www.github.com[GitHub] and
	link:http://www.sourceforge.net[Sourceforge])
	and the web (use several search engines for example link:http://www.bing.com[Bing],
	link:http://www.google.com[Google] and link:http://www.yahoo.com[Yahoo]).
	Review recent link:https://issues.apache.org/jira/browse/PODLINGNAMESEARCH[records]
	for contemporary details about where to search.
	link:https://issues.apache.org/jira/browse/PODLINGNAMESEARCH[Record] each search and describe the results.

	If the name been used by the same community before it arrived at Apache, that's fine but should be noted in the
	link:https://issues.apache.org/jira/browse/PODLINGNAMESEARCH[record].

	=== Evidence Of Registration

	A number of online resources exist which may help to discover evidence of
	competing registered trademarks.
	Not every trademark is registered. Not every registered trademark is listed in these resources.
	Even if evidence is found of existing registrations,
	this does not necessary eliminate the proposed name. Just
	link:https://issues.apache.org/jira/browse/PODLINGNAMESEARCH[record] the facts.
	Leave analysis and interpretation to private lists.
	When a search returns a large number of hits, focus on live registrations related to software.

	The foremost online resource is TESS run by USPTO. Before using
	TESS, please browse the documentation links from
	link:http://www.uspto.gov/trademarks/index.jsp[USPTO trademark home].

	Other resources which allow cheap searches of their databases exist but are often
	ephemeral. Review the link:https://issues.apache.org/jira/browse/PODLINGNAMESEARCH[records]
	for the state of this art.

	==== Evidence Of Use On The World Wide Web

	Registration of trademark is not required. Rights may also be obtained by use of a mark in commerce.

	Use a variety of web search engines (for example, link:http://www.bing.com[bing], link:http://www.google.com[google]
	and link:http://search.yahoo.com[yahoo]) to survey usage on the world wide web.

	- The results returned by a search for the name itself may provide evidence of well known usages of the term.
	- The results returned by searching for the name and _software_ may provide evidence of existing use in trade. You may also want to search for the name and key functionality the software provides
	and name and _open source_