Free Robotics Paul Fitzpatrick
Outline The iCub: a Free Robot that costs  € 200,000 Freedom Defined: the OSHW definition How does the iCub stack up? Other open hardware projects Arduino, RepRap, Global Village Construction Set Patents and copyright How roboticists and OSHW can help each other Talk is personal opinion, not that of IIT or Robot Rebuilt
iCub http://icub.org
About the iCub Scale: 4-year old infant 53 degrees of freedom (7 per arm, 9 per hand, 6 in head, 3 in torso, 6 per leg) Off-board power, computation; on-board PC104 card, micro-controllers Tendon driven joints for shoulder, hand Stereo cameras, microphones, force/torque sensors, gyros V1.2: sensorized fingertips, palms (108 taxels)
iCubs
Free? You can get one built € 200,000 (plus customs etc) 21-23 iCubs built so far Free software Publicly archived; OSI-approved license (LGPL) Free hardware  designs Publicly archived; OSI-approved license (GPL) License approved for software, not hardware Lots of discussions going on about how to build good free licenses for hardware
Why freedom helps Full-body humanoids are hugely complicated and expensive to develop An open process is an enormous simplifier Secrecy is lossy Hard to do across loosely collaborating institutions Secrecy is complicated, bureaucratic Secrecy is costly For loose collaborations across space and time, an open process wins hands-down Free licenses useful for setting trusted ground rules
Hardware vs software Good, well-understood free licenses exist for software Copyright based The same is not true for hardware Often people borrow software or media licenses But law related to hardware is very different e.g. regulated by patents, not copyright Different types of hardware have different legal issues A lot of thinking about this happening right now e.g. TAPR Open Hardware License
OSHW definition Open Source Hardware Statement of Principles and Definition is under development by community http://freedomdefined.org/OSHW Not a license.  A standard by which to evaluate licenses.  Modeled after the Debian Free Software Guidelines. New, still being hammered out (v1.0 was released Feb. 2011) “ Open Source Hardware (OSHW)  is: a term for tangible artifacts – machines, devices, or other physical things –  whose design has been released to the public in such a way that anyone can make, modify, distribute, and use those things.”
OSHW terms (v1.0) Documentation Design files must be released In  preferred format  for making changes, e.g. original CAD Scope Must be clear what portion of design is covered by license Necessary software Any software required for operation must be released under OSI-approved license, or specified well for implementation by others Derived works Allow: manufacture, sale, distribution under same license, use, modification of designs and products built from them, etc.
OSHW terms (v1.0) Free redistribution No restriction or royalty or fee for selling or giving away the designs or modified versions of designs Attribution May be required; change in branding for modified versions may be required No discrimination Against persons or groups Against fields of endeavor
OSHW terms (v1.0) Distribution of license Rights granted are automatically extended to recipient when the work is redistributed Not specific to product Individual parts of a design can be used and distributed without grief No restriction on other hardware or software e.g. can't insist hardware be used only with free software Technology neutral
So is the iCub free? Yes!  Maybe! GPL-licensed, and GPL meets spirit of OSHW... …  depending on how you read it.  Needs a rewrite for hardware (TAPR, Hardware Design Public License v0.04) A bit like free software a decade ago Good faith effort: have CAD files, layouts, BOM, wiki, making-of videos, … More importantly, public repository is used internally But it takes a lot of documentation to build a humanoid! But is everything there? Probably not.   And it is messy.  Needs pressure from 3rd-party implementors Also: v1.2 has a patent application on tactile skin
Benefits? Better institutional memory Information made public is archived, duplicated, indexed by search engines Secrets are expensive, and get lost Clearly better for the next grad student or contractor that shows up Confidence booster for users Can't be canceled like Aibo+Qrio Collaborators vs consumers Defensive publication
Potential costs? Missed revenue Others can scoop up and exploit work Copyright-based license can be worked around Mistakes are public Published material needs vigilance to keep third-party, non-free material out iCub developers may get away with mistakes a juicier target might not
PR2 Willow Garage
Free Software, Closed Hardware $400,000 ($280,000 with open-source-contributor discount) Free, open-source software = ROS etc Hardware is not open (Many bloggers are confused about this) “ Modularity” specification not open No sharing information off-premises, full license requires signature and approving counter-signature from Willow. CAD, BOM etc. not freely available
Arduino Smart Projects, Italy
Arduino $30 microcontroller board Technically not novel But very easy to use by non-engineers, great doc, videos Everything that can be free and open, is (but name reserved) Reference design license: Creative Commons Attribution-Sharealike 2.5 Massively popular Lots of copies, derivatives Copyright-based licensing is being respected, emulated
Beagleboard Texas Instruments Digi-Key
RepRap reprap.org
RepRap Home-brew 3D printer GPL license Self-replication goal Status: “Mendel” version makes 50% of own parts (not counting fasteners) Still needs plenty of “vitamins” (parts not made by RepRap)
RepRap family Makerbot and other companies sell 3D printers (or printer kits) based on RepRap $1300 for thing-o-matic kit GPL'd Copyright-based licensing of RepRap is being respected, emulated Thingiverse community for sharing designs Sometimes used for prototyping before sending to service e.g. Shapeways to build part in desired material
Global Village Construction Set
CEB Press Building material from compressed earth Buy: $8000.  Designs: Creative Commons by-sa-3.0
Arduino inside
RepRap inside (plans)
Colliding on thingiverse  e.g. thing:7291
Signs of a toolchain... But is it on a firm foundation?
OSHW caveat “ In promoting Open Hardware, it is important not to unintentionally deceive designers regarding the extent to which their licenses actually can control their designs. Under U.S. law, and law in many other places, copyright does not apply to electronic designs.  Patents  do. The result is that  an Open Hardware license can in general be used to restrict the plans but probably not the manufactured devices or even restatements of the same design that are not textual copies of the original. ”
Stallman on hardware Stallman = head of Free Software Foundation Doesn't see need for “Free Hardware”, since copying hardware is expensive (1999 article) [my interpretation] The opportunity cost (to society) of prohibiting cheap things is high.  The opportunity cost of prohibiting expensive things is low. Flags problem with patents Expensive to obtain (copyright is free) Work differently to copyrights, different legal world “ Copyleft” hack has no clear equivalent
Patents The original “open-source” Document your invention thoroughly How does Kinect work? Read PrimeSense's patent In return, get a monopoly on it Duration: generally 20 years Idea: promise of this reward motivates inventors Pre-expiration, patent limits others Increases costs, complexity Post-expiration, patent helps others Well-documented invention in the public domain
Patents + OSHW Recent patents can inhibit OSHW Expired patents can stimulate OSHW Patents and OSHW  could  co-exist Closed components within open hardware is normal Just another type of “vitamin” Vitamin = part that can't be made in free toolchain For whatever reason, technological or legal
tactile triangles IIT / University of Genova
iCub tactile triangles Patent pending on iCub component “ tactile triangle” invention patented “ tactile triangle” design doc available under GPL What does this mean? Giorgio Metta's thoughts: “ with the patent of the skin sensor placement, the idea of the triangular allocation becomes exclusively owned by IIT/Unige (which can be exploited or licensed openly)”  “ ... a specific instantiation (e.g. the PCB design and corresponding software) can still be under GPL without affecting the patent.”  Not sure about whether this actually will work out “ Father of iCub” One of patent holders
Dual-licensing A classic Free Software business model.  Goes like this:  Company A offers software freely under GPL or similar Happy community of users develop, software becomes well known Company B uses software in a product Company B wants to ship product without offering source code... Need to pay Company A for a license that allows that With patent, hardware version of this business  may  be possible Without patent, Company B could just redraft designs and work around copyright
Work in progress How to do this right is not clear Borrowing software licenses is a hack There's a whole bunch of law applying to different kinds of hardware Lots of nuances Country-by-country issues Not much precedent yet (although open hardware goes way back, before software)
Adafruit talk at: foo camp east 2010
Reducing price of free hardware Need better compilers Need better, cheaper robots for assembly tasks Need to rebuild robots and tools of all sorts for “buildability” (Yes, this is circular – that's what makes it fun to do)  Need cheaper software  Expensive, proprietary software dominates much of design toolchain (like early software days) Need folks with hardware+software skills (e.g. roboticists) to liberate the toolchain
Benefits for robotics researchers Lots of talk about standard robot platforms for research Ok for some areas, e.g. navigation But maybe premature for others, e.g. manipulation Need to compress the time and cost for creating new hardware into a shorter part of a grad student's life-cycle If the work of this generation of students is liberated, it benefits the next generation in ways you cannot anticipate
Plus: summer school in Italy “ VVV11”

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Free Robotics

  • 1. Free Robotics Paul Fitzpatrick
  • 2. Outline The iCub: a Free Robot that costs € 200,000 Freedom Defined: the OSHW definition How does the iCub stack up? Other open hardware projects Arduino, RepRap, Global Village Construction Set Patents and copyright How roboticists and OSHW can help each other Talk is personal opinion, not that of IIT or Robot Rebuilt
  • 4. About the iCub Scale: 4-year old infant 53 degrees of freedom (7 per arm, 9 per hand, 6 in head, 3 in torso, 6 per leg) Off-board power, computation; on-board PC104 card, micro-controllers Tendon driven joints for shoulder, hand Stereo cameras, microphones, force/torque sensors, gyros V1.2: sensorized fingertips, palms (108 taxels)
  • 6. Free? You can get one built € 200,000 (plus customs etc) 21-23 iCubs built so far Free software Publicly archived; OSI-approved license (LGPL) Free hardware designs Publicly archived; OSI-approved license (GPL) License approved for software, not hardware Lots of discussions going on about how to build good free licenses for hardware
  • 7. Why freedom helps Full-body humanoids are hugely complicated and expensive to develop An open process is an enormous simplifier Secrecy is lossy Hard to do across loosely collaborating institutions Secrecy is complicated, bureaucratic Secrecy is costly For loose collaborations across space and time, an open process wins hands-down Free licenses useful for setting trusted ground rules
  • 8. Hardware vs software Good, well-understood free licenses exist for software Copyright based The same is not true for hardware Often people borrow software or media licenses But law related to hardware is very different e.g. regulated by patents, not copyright Different types of hardware have different legal issues A lot of thinking about this happening right now e.g. TAPR Open Hardware License
  • 9. OSHW definition Open Source Hardware Statement of Principles and Definition is under development by community http://freedomdefined.org/OSHW Not a license. A standard by which to evaluate licenses. Modeled after the Debian Free Software Guidelines. New, still being hammered out (v1.0 was released Feb. 2011) “ Open Source Hardware (OSHW) is: a term for tangible artifacts – machines, devices, or other physical things – whose design has been released to the public in such a way that anyone can make, modify, distribute, and use those things.”
  • 10. OSHW terms (v1.0) Documentation Design files must be released In preferred format for making changes, e.g. original CAD Scope Must be clear what portion of design is covered by license Necessary software Any software required for operation must be released under OSI-approved license, or specified well for implementation by others Derived works Allow: manufacture, sale, distribution under same license, use, modification of designs and products built from them, etc.
  • 11. OSHW terms (v1.0) Free redistribution No restriction or royalty or fee for selling or giving away the designs or modified versions of designs Attribution May be required; change in branding for modified versions may be required No discrimination Against persons or groups Against fields of endeavor
  • 12. OSHW terms (v1.0) Distribution of license Rights granted are automatically extended to recipient when the work is redistributed Not specific to product Individual parts of a design can be used and distributed without grief No restriction on other hardware or software e.g. can't insist hardware be used only with free software Technology neutral
  • 13. So is the iCub free? Yes! Maybe! GPL-licensed, and GPL meets spirit of OSHW... … depending on how you read it. Needs a rewrite for hardware (TAPR, Hardware Design Public License v0.04) A bit like free software a decade ago Good faith effort: have CAD files, layouts, BOM, wiki, making-of videos, … More importantly, public repository is used internally But it takes a lot of documentation to build a humanoid! But is everything there? Probably not. And it is messy. Needs pressure from 3rd-party implementors Also: v1.2 has a patent application on tactile skin
  • 14. Benefits? Better institutional memory Information made public is archived, duplicated, indexed by search engines Secrets are expensive, and get lost Clearly better for the next grad student or contractor that shows up Confidence booster for users Can't be canceled like Aibo+Qrio Collaborators vs consumers Defensive publication
  • 15. Potential costs? Missed revenue Others can scoop up and exploit work Copyright-based license can be worked around Mistakes are public Published material needs vigilance to keep third-party, non-free material out iCub developers may get away with mistakes a juicier target might not
  • 17. Free Software, Closed Hardware $400,000 ($280,000 with open-source-contributor discount) Free, open-source software = ROS etc Hardware is not open (Many bloggers are confused about this) “ Modularity” specification not open No sharing information off-premises, full license requires signature and approving counter-signature from Willow. CAD, BOM etc. not freely available
  • 19. Arduino $30 microcontroller board Technically not novel But very easy to use by non-engineers, great doc, videos Everything that can be free and open, is (but name reserved) Reference design license: Creative Commons Attribution-Sharealike 2.5 Massively popular Lots of copies, derivatives Copyright-based licensing is being respected, emulated
  • 22. RepRap Home-brew 3D printer GPL license Self-replication goal Status: “Mendel” version makes 50% of own parts (not counting fasteners) Still needs plenty of “vitamins” (parts not made by RepRap)
  • 23. RepRap family Makerbot and other companies sell 3D printers (or printer kits) based on RepRap $1300 for thing-o-matic kit GPL'd Copyright-based licensing of RepRap is being respected, emulated Thingiverse community for sharing designs Sometimes used for prototyping before sending to service e.g. Shapeways to build part in desired material
  • 25. CEB Press Building material from compressed earth Buy: $8000. Designs: Creative Commons by-sa-3.0
  • 28. Colliding on thingiverse e.g. thing:7291
  • 29. Signs of a toolchain... But is it on a firm foundation?
  • 30. OSHW caveat “ In promoting Open Hardware, it is important not to unintentionally deceive designers regarding the extent to which their licenses actually can control their designs. Under U.S. law, and law in many other places, copyright does not apply to electronic designs. Patents do. The result is that an Open Hardware license can in general be used to restrict the plans but probably not the manufactured devices or even restatements of the same design that are not textual copies of the original. ”
  • 31. Stallman on hardware Stallman = head of Free Software Foundation Doesn't see need for “Free Hardware”, since copying hardware is expensive (1999 article) [my interpretation] The opportunity cost (to society) of prohibiting cheap things is high. The opportunity cost of prohibiting expensive things is low. Flags problem with patents Expensive to obtain (copyright is free) Work differently to copyrights, different legal world “ Copyleft” hack has no clear equivalent
  • 32. Patents The original “open-source” Document your invention thoroughly How does Kinect work? Read PrimeSense's patent In return, get a monopoly on it Duration: generally 20 years Idea: promise of this reward motivates inventors Pre-expiration, patent limits others Increases costs, complexity Post-expiration, patent helps others Well-documented invention in the public domain
  • 33. Patents + OSHW Recent patents can inhibit OSHW Expired patents can stimulate OSHW Patents and OSHW could co-exist Closed components within open hardware is normal Just another type of “vitamin” Vitamin = part that can't be made in free toolchain For whatever reason, technological or legal
  • 34. tactile triangles IIT / University of Genova
  • 35. iCub tactile triangles Patent pending on iCub component “ tactile triangle” invention patented “ tactile triangle” design doc available under GPL What does this mean? Giorgio Metta's thoughts: “ with the patent of the skin sensor placement, the idea of the triangular allocation becomes exclusively owned by IIT/Unige (which can be exploited or licensed openly)” “ ... a specific instantiation (e.g. the PCB design and corresponding software) can still be under GPL without affecting the patent.” Not sure about whether this actually will work out “ Father of iCub” One of patent holders
  • 36. Dual-licensing A classic Free Software business model. Goes like this: Company A offers software freely under GPL or similar Happy community of users develop, software becomes well known Company B uses software in a product Company B wants to ship product without offering source code... Need to pay Company A for a license that allows that With patent, hardware version of this business may be possible Without patent, Company B could just redraft designs and work around copyright
  • 37. Work in progress How to do this right is not clear Borrowing software licenses is a hack There's a whole bunch of law applying to different kinds of hardware Lots of nuances Country-by-country issues Not much precedent yet (although open hardware goes way back, before software)
  • 38. Adafruit talk at: foo camp east 2010
  • 39. Reducing price of free hardware Need better compilers Need better, cheaper robots for assembly tasks Need to rebuild robots and tools of all sorts for “buildability” (Yes, this is circular – that's what makes it fun to do) Need cheaper software Expensive, proprietary software dominates much of design toolchain (like early software days) Need folks with hardware+software skills (e.g. roboticists) to liberate the toolchain
  • 40. Benefits for robotics researchers Lots of talk about standard robot platforms for research Ok for some areas, e.g. navigation But maybe premature for others, e.g. manipulation Need to compress the time and cost for creating new hardware into a shorter part of a grad student's life-cycle If the work of this generation of students is liberated, it benefits the next generation in ways you cannot anticipate
  • 41. Plus: summer school in Italy “ VVV11”