Thomson Reuters Sues Over Open-Source Endnote-Alike Zotero
Noksagt writes "Thomson Reuters, the owner of the Endnote reference management software, has filed a $10 million lawsuit and a request for injunction against the Commonwealth of Virginia. Virginia's George Mason University develops Zotero, a free and open source plugin to Mozilla Firefox that researchers may use to manage citations. Thomson alleges that GMU's Center for History and New Media reverse engineered Endnote and that the beta version of Zotero can convert (in violation of the Endnote EULA) the proprietary style files that are used by Endnote to format citations into the open CSL file format."
I hoped that I kept the article summary relatively free of my personal opinion, which I will indulge in this comment:
Thomson Reuters has too many asshats.
Let us set aside the fact that academic software and those who develop academic software should embrace interoperability and knowledge sharing.
I'll even set aside that, despite the (rewritten) title, Zotero has many fundamental differences from EndNote.
The complaint is, in the words of Bruce D'Arcus, "a nuisance lawsuit designed to intimidate." Zotero's style repository contains no EndNote .ens styles and seems to contain no styles derived from those styles. CSL styles are created manually and through an online style creator. There is no way to get a new CSL style from an .ens file--the Zotero beta had mapped fields internally to allow .ens files to be used independently of CSL (but even this feature has been disabled in the trunk). Zotero thought about copyright issues surrounding this feature and came to the right decision--not to distribute .ens files or .csl files derived from .ens files, but to retain the feature to work with user-provided .ens files (similar to the way OpenOffice.org can open and save MS Office files).
I have decided not to purchase EndNote and I am asking my employer to do the same, unless the suit is dropped. I intend to donate at least as much as an EndNote license costs to George Mason University, the Software Freedom Law Center, the Electronic Frontier Foundation or any other applicable entity that both defends Zotero in this case and solicits donations. (I don't know any organization who has stepped in on this case yet, but I imagine that one of these organizations can provide some sort of legal support in the future.)
I encourage you to stop purchasing Thomson products too. There are plenty of reference managers for all platforms (some proprietary, some free/open source) that you can choose instead, not the least of which is Zotero.
Disclaimer: I am a developer of refbase, a free and open source reference manager that might be seen to compete with Thomson Reuters's EndNoteWeb. I have and continue to use many reference managers. While I have many technical complaints about the EndNote products, they aren't the worst technical products. Thomson may be the worst socially, though--in addition to inane and baseless lawsuits, they are very slow to respond to general feedback.
They're basically relying on license language that prohibits the reverse-engineering of the program itself - but there's nothing there that prohibits reverse engineering of the file format that it uses.
EndNote does one thing [citation management] well. The problem is that citation management isn't a difficult thing to accomplish in software. You get some information in one format, store it however you want, and then spit it out according to another format when you are done.
I am sure that EndNote is a cash cow for Thompson, but the gravy train can't last forever. Other free (Zotero) and non-free (Papers) alternatives are becoming increasingly available - and they are far better than EndNote. Suing the competition won't make that problem go away.
The only ones using Endnote are already connected to a university or the likes which are going to pay for bulk licenses anyway. I could have gotten one without paying where I studied, but I don't use Microsoft Word, nor IE, so it's kind of a moot point. Are they afraid that most academics are going to switch to OpenOffice, Firefox and Zotero? If they are, they should relax: That's not happening for at least 10 years.
Time to talk to the reference librarians again about scheduling some more faculty training with them...
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probably the same as many other users. Nothing like some free advertising. I've downloaded it and will probably start using it. And yes I usually use endnote.
Never know what idiotic (or corrupt) judge might grant a preliminary injunction forcing them to remove the source.
One CPU cycle wasted on digital restrictions management is ONE TOO MANY.
I teach at GMU (English); the library here has links to both Zotero and Endnote (with a site license for the latter. I wonder how much that cost?).
I plan to ask the library to drop the license for Endnote; why pay them to sue us?
I encourage my research writing classes to use Zotero anyway.
Really, what better way to make end users aware of the risks involved when they're using proprietary file formats?
Sue your own customers because they try to break the lock in? Great plan!
I'm sure that 'Thomas Reuters' will see their business go through the roof after this :)
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That is fair. And my zealousness hasn't made me write a check to the Commonwealth of Virginia. To be honest, I don't know what VA will do with this case or how the trial will work. VA is being sued simply because GMU is a state university. Will they really have a "blank check" (e.g. as many tax-payer funds that are needed) to defend this with any external counsel and experts that they wish to employ?
They have:
21. On information and belief, GMU reverse engineered or decompiled the EndNote Software and proprietary .ens style files contained within the EndNote Software (emphasis mine)
While there are some style files included with EndNote, there are many user-created styles & Thomson makes MANY more styles available with no stated license and third parties (individual EndNote users) have created many more over the years. EndNote cannot claim a EULA on a file format (especially one that many people and institutions have created and distributed) & nobody has shown evidence that the EULA on the software has been violated through the decompilation of EndNote (because that never happened).
The code that you link to is in beta software and does not export a stand-alone CSL file. I know of no CSL file that has ever been publicly distributed that was derived from an .ens file.
I wonder why Thomson is demanding a jury trial in a technical case like this. Surely they don't expect a company like theirs to come off as a particularly sympathetic victim. Juries tend to find cases like this confusing. I would think that I would prefer trial before a judge. Or is the idea that their case is so bad their only hope is to confuse a jury?
Some colleagues keep suggesting that I use Endnote to keep track of my citations and so every year or two I give it a try. Even though they seem to update it every year it is still one of the worst programs I've ever used. It is unintuitive, offers no real error messages so you can't tell if it is working or not, and its method of inputting citations by hand is frustrating and confusing.
I've only tried Zotero once shortly after it came out but hopefully it will survive this lawsuit and last long after Endnote is long forgotten...
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Thomson Reuters has a major division that develops tax and accounting software. The important thing to know about the tax and accounting software market is that it's saturated. Every accountant who wants software has it. If you want customers, you've got two choices: either get new accountants just coming into the market (which is balanced out by accountants retiring or otherwise leaving the market), or take them from your competitors.
And how do you take customers from your competitors, you ask?
First, by making better software. Second, by making sure that your prospective new customers don't have to re-enter every bit of information. You develop conversion software. Yes, that's right. You develop software--most likely in violation of the competitor's software's EULA--that extracts the data and digests it into a format that your software can handle.
And Thomson Reuters does this on a regular basis.
I used to work for them. I did exactly that for seven years. I think they may have just opened a can of worms that they really don't want to have open.
Virginia was one of the two states that stupidly enacted the Uniform Computer Information Transactions Act (UCITA). Maryland was the other. Maryland made a few significant changes; Virginia changed very little.
UCITA allows nasty provisions to be inserted in EULA's and is tilted to favor the large, downstream licensor (such as Reuters). IIRC, the version of UCITA enacted in Virginia doesn't even guarantee the licensee access to a copy of the license after the licensee clicks "I Accept" and allows EULA provisions under which the licensor can post revisions to the license on a web page at any time with the licensee being bound to the revised license without any other notice.
With Virginia being a UCITA state, I wouldn't make any assumption about the strength of Reuters' case or what seems reasonable in a proper system of law. UCITA could let Reuters get away with things that would shock the conscience of anyone with a sense of fairness.
Zotero is the best piece of software I've come across in a long time, and the database schema is particularly nice. I always thought that Thomposon were fools. Now on one side they're having their lunch eaten by google scholar, and on the other side by a variety of free and/or open source bibliographic managers. For any Thomposon execs reading - if you don't stop regarding the users data as your property and start opening up instead, your decline will be much faster than similar proprietary software companies.
Both EndNote and Zotero can export BibTeX. Zotero can import BibTeX and you can transform BibTeX into a file format that EndNote can import.
Reference management software normally provides more than a single BibTeX file does--it can retrieve citation information in a way that is faster/easier than "wget http://some_publisher/some_journal/some_volume/some_paper/import.bib && cat import.bib >> bibtex_file.bib" (and can convert it if that site has no native BibTeX file. Zotero can index attached PDFs for full-text searching. It has much better support for UTF-8. You can easily give your bibliography to others who don't use BibTeX. You can store your notes and highlights on articles in your database. There are a ton of other features too.
BibTeX is a good (if somewhat dusty) file format that I use often. It is not the sole solution to reference management.
So apparently, Reuters recently got bought out by Thomson. Let's hope they don't start suing Wikinews...
Thomson has obviously come to the conclusion that they cannot compete against a superior piece of software -- so rather than admitting this, they are going to try to use their legal thugs to crush it. We have seen this strategy many times before, so it is nothing new. But it is still a pathetic, transparently desperate action deserving only of our contempt.
Not that I'll ever be likely to use this extension, but: *Archived*!
Zotero is fantastic, and I've been using it for about a year now. BTW, they have Word and Open Office plugins too.
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I totally agree in general. I've been very impressed with Zotero, and have found it adequate for basic academic needs. My main issue with it is that there's no method of syncing or consolidating and index or database between multiple comps. Since I do all my writing on my Mac laptop, I've moved over to http://mekentosj.com/papers/ which I've found to be exactly what I'm looking for.. It has the database feature, easy complex searches like Endnote, and costs ~$26 for students, ~$50 for others. But if you don't use a Mac, Zotero is definitely the best I've used. If you are up to keeping everything on a USB key, you can keep your papers consistent no matter the comp with Zotero.
If you're a scholar you need to cite your sources when you write, in a variety of formats, and you also need to learn about publications in the areas you work on. A citation manager helps you do this. The core of a citation manager is a bibliographic database. Each record corresponds to one journal article, book, technical report, or publication. Each record contains information about the author or authors, title, name of the journal, volume, number, pages, etc. A citation manager also contains import tools of two sorts. One kind allows you to import bibliographic information in bulk, so that you can incorporate bibliographies that other people have prepared. The other kind extracts information from other single citations. Suppose that you are reading a journal article on-line and that it references something that you should look up. The input tool will let you select the on-line citation and assist you in entering it into your database.
The other major function of a citation manager is formatting, which is what is at issue here. Different publications require bibliographic information to be formatted differently. For example, some put journal names in italics, while others use a normal slat. Some put the year of publication in parentheses, others set it off with periods. Some put the journal volume number in bold face. You might have something like:
Watson, James D. and Francis Crick (1953) "Molecular structure of Nucleic Acids: A Structure for Deoxyribose Nucleic Acid," Nature 171:737-38or
Watson, James D. and Francis Crick. 1953. "Molecular structure of Nucleic Acids: A Structure for Deoxyribose Nucleic Acid. Nature 171.737-38Instead of having to manually format each bibliographic entry, the citation manager keeps the information in a format-free abstract representation (that is, each piece of information in a separate field) and lets you choose the format in which to export references for use in your paper. In order to do this, it needs to have a specification of the style used by the publication for which you are writing, where each style contains information like "journal volume number appears in bold face" and "year of publication is surrounded by parentheses". EndNote has a collection of several thousand such style files, which are in its own proprietary format. Zotero currently has a much smaller collection of style files, which are in its open XML-based format. EndNote is claiming that Zotero has breached a contractual prohibition against reverse-engineering their software in order to create a tool for converting style files from EndNote's format to Zotero's.
My main issue with it is that there's no method of syncing or consolidating and index or database between multiple comps.
There is a Zotero beta available which does provide synchronization support (its called 1.5 sync preview, available here http://www.zotero.org/documentation/sync_preview.)
For those not familiar, let me give a short advertisement for Zotero. I'm a Mac user, and I recently switched from Safari to Firefox just for Zotero. Zotero makes it possible to add a citation entry to my library with one click in Firefox. Another nice feature is Zotero's ability to determine citation information for loose PDF's. And did I mention that Zotero is free?
The goal of this type of lawsuit isn't to win, it is to cause financial pain to the developer, in order to kill the competitor. The filer doesn't even care that its' lawsuit fails.
As long as the legal system provides no real dis-incentives (IE real damages beyond mere legal fees) to the filers, this is seen as just a way of increasing market share by reducing the market.
Unfortunately, it is a very common practice in the US against new or small companies. A lot of non-profits and Universities will drop all support as a way to avoid the cost of a trial. That's all the filer wants anyway. How do they lose?
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In my lab there was a discussion about buying or not endnote (or similar program).
Now thanks to Thomson Reuters and Slashdot I know of a nice alternative I didn't know before.
I will also include this plugin as default in Dnalinux VDE.
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