What's All This About Third Party 5E Stuff?

I'm mainly writing this because every time a 5E product from someone other than WotC is announced, someone immediately asks "Huh? How can they do that?", and the entire thread gets derailed into an identical discussion on IP law rather than discussion of the product itself. Hopefully, this short article can serve as a convenient link, and those identical conversations can be avoided, and the actual products discussed. What follows is a brief - and shallow - coverage of third party products for D&D 5th Edition, and hopefully a way to help with that "How can X release products for 5E?" conversation which has cropped up daily for over a year now!

I'm mainly writing this because every time a 5E product from someone other than WotC is announced, someone immediately asks "Huh? How can they do that?", and the entire thread gets derailed into an identical discussion on IP law rather than discussion of the product itself. Hopefully, this short article can serve as a convenient link, and those identical conversations can be avoided, and the actual products discussed. What follows is a brief - and shallow - coverage of third party products for D&D 5th Edition, and hopefully a way to help with that "How can X release products for 5E?" conversation which has cropped up daily for over a year now!

There are dozens of companies providing 5E compatible products now. From larger outfits like Necromancer Games, Goodman Games, and Kobold Press, to a myriad of smaller PDF publishers, products are coming out of the woodwork. MerricB lists well over 200 adventures since mid-2014 (at the time of my writing this article) from over 40 publishers. These are not the official contracted books from WotC (Tyranny of Dragons, Rage of Demons, etc.), these are independent third party products.

It's not just adventures, of course. Also available are things like:

And there's more! This isn't an exhaustive list, but it should give you an idea. Companies big and small are doing this, and have been for ages now.

So, you ask, how are they doing this? Do they have a special license? Nope. Well, yes. An existing license, but not a special one. Nobody really needs a special license (although they could maybe use one to allow them to use the D&D logo itself).

[h=4]This is not legal advice and I am not your lawyer[/h]
What follows is a very simplistic introduction to the subject designed to just give an overview of the concepts being used. The devil is, of course, in the details, which you won't find here - there are certainly nuances to this subject, but the goal is not to provide publishing advice but to simply answer the "How are they able to do this?" question on a basic level. In other words, what's below is not sufficient information to take away and start publishing with; it's only a cursory conversational overview.

What's happening is that they are using an old license - the Open Gaming License. Back when D&D 3rd Edition (3E) launched, it was accompanied by a license which opened up the system for third parties. And third parties flocked to it and released thousands of 3E compatible products.

The thing with 5E is that most of the terms it uses existed in 3E (that's why Pathfinder exists). So you can use the existing license to access those terms, even if they work a bit differently in 5E. More explanation would require a course in IP law, but the short version is that if you know what you're doing, you can produce a book compatible with D&D by simply using existing licenses. As long as you follow the license, you'll be OK (but you should consult an IP lawyer before risking any funds).

For example - the terms "armor class" and "hit points" and such have long been made explicitly available. You can use them as much as you like, as long as you do what the OGL says (and that's a really simple license, deliberately so - it's written to be easy to use and understand).

There are terms you can't use. If you don't know what you can definitely use, it's easy to find out. There's a thing called the System Reference Document (SRD). It contains all the stuff you can safely use without challenge (that doesn't mean there isn't other stuff you can use, but that stuff is very safe to use). The answer to "Can I use X?" is simply "Is it in the SRD?" That bit you can do yourself, because it just involves looking at a thing. You can't copy trade dress (appearance, design, layout) either, which is why you see variant stat block layouts. And if you're using the OGL, you agree not to reference trademarks (including the name of the game or its books) without separate permission from the owner, which is why you see products for "Fifth Edition" or "5E".

(Technically, you can use many other game terms and words not in the SRD as long as they haven't been declared to be something called "product identity", but that's a level of detail I don't want to get into here. There is a ton of other stuff you can use not in the SRD, which has been created by third party publishers over the last 16 years, including Pathfinder material, and even material from games like Fate or WOIN. But I'm keeping this simple.)

Why?
WotC's Ryan Dancey was a supporter of a theory called "network externalities". Basically he - and WotC - held the opinion that a well supported game was a successful game, and that third parties could support it and drive sales of the core product. There was a secondary motivating factor - preserving the game. D&D (even if not under that brand name) would continue to exist forever, even in the face of what Dancey at the time referred to as "capricious actions" by the IP owner, whoever that may one day be. From that perspective, they were successful - the Pathfinder RPG is evidence of that.D&D - or some form of it - is here to stay.

So why isn't WotC shutting these down?
I keep hearing you cry. I do. I keep hearing you cry that! Because WotC's IP rights are not being infringed upon; companies are doing what WotC has given them permission - in the form of the OGL - to do. All that is being used is material that the public has deliberately been given permission to use. The OGL is irrevocable. As long as people follow the rules and just use the IP that WotC has clearly outlined as permanently available, there's nothing to shut down. This, of course, does not include the brand name or any logos (i.e. the valuable stuff which makes the big monies), or art assets, or any text not in the SRD, but it does include every word in the SRD. And the content of the SRD easily contains all the terms, phrases, and words you'd need to make 5E-compatible products, as long as you're careful.

Do I need the OGL? Of course, there's another approach. You don't need the OGL to make a compatible product, but it makes things easier. Hundreds of third-party iPhone cases do that - you can claim compatibility with a brand, but make sure you get good legal advice before you do so. The OGL makes it super-easy, super-simple, and super-clear (which is why its called a "safe harbor"); outside the OGL, you're relying on regular IP law. So you can do it without the OGL, but the OGL makes it much easier.

Hasn't WotC shut a bunch of stuff down in the last year? Yup. They've shut down online character generators, mobile apps, 3D printing templates, and websites. Many of them came back, though, once they had a dialog with WotC. Generally speaking, if you're copying and pasting the D&D 5E rules, you're committing an IP violation. There is a difference between creating compatible content, and redistributing someone else's content yourself. Even if those rules are free to obtain, they're not free to distribute and there have been spell cards and character generators shut down for those reasons. WotC has allowed some creators to copy their text - usually the free Basic Rules or some portion of them - under certain conditions; but it should be clear that this is permission, not something everyone has the right to do.

I can copy and paste the free stuff. Unfortunately, that's not how it works. The Basic Rules are "free" as in "you have our permission play this game for free", not "you can take this game and freely distribute it yourself". The price of something - whether it's $0, $10, $1,000,000 - has nothing to do with it, and neither does the price you distribute it for, whether that is $0 or $1,000.

[h=4]So is a license coming?[/h]
At this point, I don't know. In November 2014, WotC's Chris Perkins said "It is our intention to bring back the OGL. We just don't know when we are going to do it yet." In October 2015, WotC's Mike Mearls said "Still no news now, but there will be news."

If a license does come, there's no way to know what form it will take, but it might make a few more verbiage assets available, or provide access to a logo or trademark. It might resemble the OGL, or it might be something completely different.

So, next time someone asks about this, simply link to this page. It'll save some repetition and allow conversations to avoid derailment!

[Edit: clarified the sentence on allowable terms].

<em>[video=youtube;ZXLBBp3YDro]https://www.youtube.com/watch?v=ZXLBBp3YDro[/video]

 

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Sacrosanct

Legend
Look at it like this. If I tell you, "List everything you're bringing with you for this trip." That means you need to list out everything that you are bringing with you. You do not need to list everything you're not bringing with you.

"I'm bringing a pack, extra clothes, water, and some energy bars. I am not bringing my raincoat, a chair, the kitchen sink, the grass outside, etc etc"

The only thing the OGL says in this context is that anything that is open content (whether it's open content already from someone else, or if you're making your own contribution open content), it has to be designated as such. There is nothing there that says that anything not open content also needs to be designated as non open content. If you were supposed to do so, then it would explicitly state such. The reason for this is so other people know what they can copy and use for themselves, and what they can't. Unless specifically given permission (either by giving permission explicitly OR designating as open content), existing copyright rules apply.

It's the same thing you see when you see a blank character sheet with a note that states "may be reproduced without permission" on it. You don't need to call out every other item/paragraph/picture in the book as being restricted from doing the same thing. That already falls under existing copyright law.
 

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DonT

First Post
I seem to recall mention of a couple of third-party modules which included stats for new races. Does anyone know what they are? Thanks!
 

New here, I went to this thread and read it out fully.
Very interesting material.
I did go and read that because I'm checking all this stuff because a company I have contacts with (NoLands comics) asked me to check if they could produce conversions for a D20 module they created and sold just a month ago.
The goal was to check all legal implications (what can be done and what can't), and this thread is a mine of information, so thank you really.

I went first to Dragonsfoot forum to get some advice, then to the WotC forum and saw it down, then to their contact page, but nothing really seem to stand out as the "people I should get in contact with" on WotC to get an eventual consent to use their terms/trademark for Next or 4E (which, as you said, would make things easier).
I understand conversions can be done as long as you're careful, without getting their approval, but if I/we can avoid this hassle, so much the better.
Of course, we'll need to do it for other systems too (older D&D editions, Pathfinder, etc.).
 

aramis erak

Legend
There's one big issue hanging over the OGL - it's validity has never been seriously tested in the courts.

It could be that it's invalid on its face in some jurisdiction(s)... or that some provision of it violates creators rights.

Even the GNU license hasn't had any serious tests. The major users and proponents of it do not want it tested, because it very well could be judged, especially with current reversion clauses in US law, to be invalid because it forfeits rights which are inalienable under current law.

That it's been in use for more than 7 years tends to support that it would be accepted as a fait accompli, but, well, high courts are fickle and unpredictable beasts.
 

Morrus

Well, that was fun
Staff member
There's one big issue hanging over the OGL - it's validity has never been seriously tested in the courts.

It never will be. Nobody is contesting it. Who would contest it? WotC can't contest a license they authored. And even if they could, doing so would make them a laughing stock. There is no valid party who would benefit from contesting the license.
 
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S'mon

Legend
I'm not a lawyer, either, but I know people who are, and not one of them who is aware of the OGL and what it says supports this interpretation. One of them pointed me to this: ...Most courts hold that simple, non-exclusive licenses with
unspecified durations that are silent on revocability are revocable at will...

It would likely be a big mess if WotC simply revoked the OGL and d20 licenses (even though the latter isn't used much anymore), but I suspect that, if a new OGL is created for 5E, the old one would be revoked, so as to be 'overwritten' by the new one.

I just reread the licence. It does have a specified duration - it says "perpetual" :D

"4. Grant and Consideration: In consideration for agreeing to use this License, the Contributors grant You a perpetual, worldwide, royalty-free, non-exclusive license with the exact terms of this License to Use, the Open Game Content."

There's no ambiguity there that would allow WoTC or anyone else to revoke the use of
Open Game Content. Sidley Austin's advice is good (unsurprisingly) but inapplicable to this
case - it concerns implied revocability only where no duration is specified.
 
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JohnLynch

Explorer
If the OGL was revocable, would WotC not have done so instead of forcing businesses to willingly give up their rights to use the OGL in return for being allowed to use the GSL? (This is in reference to the first version(s) of the GSL).
 

darjr

I crit!
If the OGL was revocable, would WotC not have done so instead of forcing businesses to willingly give up their rights to use the OGL in return for being allowed to use the GSL? (This is in reference to the first version(s) of the GSL).

That's a fair bet, if the WotC of the time thought it was revoke able they probably would have.
 

aramis erak

Legend
If the OGL was revocable, would WotC not have done so instead of forcing businesses to willingly give up their rights to use the OGL in return for being allowed to use the GSL? (This is in reference to the first version(s) of the GSL).

There are a couple reasons not to at that time. First, if they had sought to have it revoked, it would most likely have had a really wide ranging effect - and not just on the RPG market. It would have affected the software market, as well. Open licenses haven't actually withstood serious scrutiny in the US courts.

It would be little surprise if the courts deemed open licenses invald as licenses, but instead as placing the affected content into the public domain. That would have been catastrophic.

Further, it would have been opposed by the software industry filing amicus briefs galore.

And, it would have been 3-5 years of fairly expensive litigation, over a property that wouldn't make it back.
 

spectacle

First Post
There are a couple reasons not to at that time. First, if they had sought to have it revoked, it would most likely have had a really wide ranging effect - and not just on the RPG market. It would have affected the software market, as well. Open licenses haven't actually withstood serious scrutiny in the US courts.

It would be little surprise if the courts deemed open licenses invald as licenses, but instead as placing the affected content into the public domain. That would have been catastrophic.

Further, it would have been opposed by the software industry filing amicus briefs galore.

And, it would have been 3-5 years of fairly expensive litigation, over a property that wouldn't make it back.
By far the most likely outcome of such a lawsuit is that the court would rule the license valid as written, so a lawsuit would be a waste of money.
 

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