Gratis (/ˈɡrɑːtɪs/) in English is adopted from the various Romance and Germanic languages, ultimately descending from the plural ablative and dative form of the first-declension noun grātia in Latin. It means "free" in the sense that some goods or service is supplied without need for payment, even though it may have value.
Libre (/ˈliːbrə/) in English is adopted from the various Romance languages, ultimately descending from the Latin word līber; its origin is closely related to liberty. It denotes "the state of being free", as in "liberty" or "having freedom". The Oxford English Dictionary (OED) considers libre to be obsolete,2 but the word has come back into limited3 use. Unlike gratis, libre appears in few English dictionaries,4 although there is no other English single-word adjective signifying "liberty" exclusively, without also meaning "at no monetary cost".
In software development, where the marginal cost of an additional unit is zero, it is common for developers to make software available at no cost. One of the early and basic forms of this model is called freeware. With freeware, software is licensed only for personal use and the developer does not gain any monetary payment.
With the advent of the free software movement, license schemes were created to give developers more freedom in terms of code sharing, commonly called open source or free and open-source software (called FLOSS, FOSS, or F/OSS). As the English adjective free does not distinguish between "for free" and "liberty", the phrases "free as in freedom of speech" (libre, free software) and "free as in free beer" (gratis, freeware) were adopted. Many in the free software movement feel strongly about the freedom to use the software, make modifications, etc., whether or not this freely usable software is to be exchanged for money. Therefore, this distinction became important.
"Free software" means software that respects users' freedom and community. Roughly, it means that the users have the freedom to run, copy, distribute, study, change and improve the software. Thus, "free software" is a matter of liberty, not price. To understand the concept, you should think of "free" as in "free speech," not as in "free beer". We sometimes call it "libre software," borrowing the French or Spanish word for "free" as in freedom, to show we do not mean the software is gratis.— The Free Software Foundation5
"Free software" means software that respects users' freedom and community. Roughly, it means that the users have the freedom to run, copy, distribute, study, change and improve the software. Thus, "free software" is a matter of liberty, not price. To understand the concept, you should think of "free" as in "free speech," not as in "free beer". We sometimes call it "libre software," borrowing the French or Spanish word for "free" as in freedom, to show we do not mean the software is gratis.
These phrases have become common, along with gratis and libre, in the software development and computer law fields for encapsulating this distinction.6 The distinction is similar to the distinction made in political science between positive liberty and negative liberty. Like "free beer", positive liberty promises equal access by all without cost or regard to income, of a given good (assuming the good exists). Like "free speech", negative liberty safeguards the right to use of something (in this case, speech) without regard to whether in a given case there is a cost involved for this use.7
Main article: Open access
In order to reflect real-world differences in the degree of open access, the distinction between gratis open access and libre open access was added in 2006 by Peter Suber and Stevan Harnad, two of the co-drafters of the original Budapest Open Access Initiative definition of open access publishing.8 Gratis open access refers to online access free of charge (which Wikipedia indicates with the icon ), and libre open access refers to online access free of charge plus some additional re-use rights (Wikipedia icon ).9 Libre open access is equivalent to the definition of open access in the Budapest Open Access Initiative, the Bethesda Statement on Open Access Publishing and the Berlin Declaration on Open Access to Knowledge in the Sciences and Humanities. The re-use rights of libre OA are often specified by various specific Creative Commons licenses;10 these almost all require attribution of authorship to the original authors.1112
The original gratis/libre distinction concerns software (i.e., code), with which users can potentially do two kinds of things: 1. access and use it; and 2. modify and re-use it. "Gratis" pertains to being able to access and use the code, without a price-barrier, while "libre" pertains to being allowed to modify and re-use the code, without a permission barrier. The target content of the open access movement, however, is not software but published, peer-reviewed research journal article texts.13
The formal analogy between open software and open access has been made,15 along with the generalization of the gratis/libre distinction from the one field to the other.
Lessig, Lawrence (September 2006). "Free, as in beer". Wired. Archived from the original on 25 July 2024. Retrieved 18 March 2009. /wiki/Lawrence_Lessig ↩
OED.com Archived 12 November 2014 at the Wayback Machine, OED definition of libre: "Obs. Of the will: Free". Access to the OED is libre, but not gratis. http://www.oed.com/viewdictionaryentry/Entry/107929 ↩
The Onelook dictionary website finds about 5 monoglot English dictionaries including "libre"; about 30 include "gratis" http://www.onelook.com/ ↩
"What is free software?". GNU Operating System. Free Software Foundation, Inc. Archived from the original on 14 October 2013. Retrieved 11 May 2018. https://www.gnu.org/philosophy/free-sw.html ↩
For example, the free software definition clarifies the distinction in this way. /wiki/Free_software ↩
A quote from the GNU free software definition was used in a section on positive and negative liberty by Guinevere Nell in Rediscovering Fire: Basic Economic Lessons From the Soviet Experiment, Algora, 2010. ↩
Suber, Peter. 2008."Gratis and Libre Open Access" Archived 10 March 2017 at Archive-It. Retrieved on 2011-12-03. http://nrs.harvard.edu/urn-3:HUL.InstRepos:4322580 ↩
Suber 2012, pp. 68–69 - Suber, Peter (2012). Open access. MIT Press. pp. 7-8. ISBN 9780262517638. https://archive.org/details/9780262517638OpenAccess ↩
Suber, Peter (2012). Open access. MIT Press. pp. 7-8. ISBN 9780262517638. 9780262517638 ↩
Swan, Alma (2012). "Policy guidelines for the development and promotion of open access". UNESCO. Archived from the original on 14 April 2019. Retrieved 14 April 2019. https://unesdoc.unesco.org/ark:/48223/pf0000215863 ↩
Harnad, Stevan (2003) For Whom the Gate Tolls Journal of Postgraduate Medicine 49: 337-342 /wiki/Stevan_Harnad ↩
Suber, Peter (2008) Gratis and libre open access Archived 15 January 2013 at the Wayback Machine SPARC Open Access Newsletter, August 2, 2008 /wiki/Peter_Suber ↩