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                                                                                    SAN FRANCISCO DAILY JOURNAL FRIDAY, JUNE 23, 2006 PAGE 7




 To Shield or Not? Court Won’t Define ‘Legitimate’ Journalism
By Leila Narvid                                      The Electronic Frontier Foundation ap-                                                                                                            that instigated the news-gathering process.
                                                                                                                                                                                                       A federal bill sponsored by Sen. Chris Dodd,
                                                  pealed the court ruling, and last month the


I
                                                                                                                                                                                                       D-Conn., which contains a broad definition
                                                  6th District Court of Appeal issued a unani-
    n a recent interview about Apple
                                                                                                                                                                                                       of journalist that would protect bloggers
                                                  mous decision striking down the subpoe-
    Computer’s lawsuit against Web site
                                                                                                                                                                                                       and other online independent journalists,
                                                  nas. See O’Grady et al. v. The Superior Court
    publishers and their e-mail providers for
                                                                                                                                                                                                       uses intent as its litmus test for legitimate
                                                  of Santa Clara County, H028579. Overturn-
allegedly exposing Apple’s trade secrets,
                                                                                                                                                                                                       journalism. The bill defines a journalist as
                                                  ing the lower court’s ruling, the three-judge
Apple’s Chief Executive Officer Steve Jobs
                                                                                                                                                                                                       a person who “engages in a gathering of
                                                  panel ruled that both PowerPage editor Ja-
commented: “The thing is today is that
                                                                                                                                                                                                       news or information,” and who also “has
                                                  son O’Grady and Apple Insider’s publisher
                    everyone can be a jour-
                                                                                                                                                                                                       the intent, at the beginning of the process of
                    nalist.”                      and editor-in-chief, who writes under the
                                                                                                                                                                                                       gathering news or information, to dissemi-
                      Indeed, a May 26            pseudonym of Kasper Jade, should be pro-
                                                                                                                                                                                                       nate the news or information to the people.”
                    California appellate court    tected under both the California shield law
                                                                                                                                                                                                          Intent is difficult to establish, and virtu-
                    ruling grappled with a        and the First Amendment.
                                                                                                                                                                                                       ally every blogger, or chat-room participant,
                    question that everyone           According to the court, Apple failed to
                                                                                                                                                                                                       could say in good faith that he or she intend-
                    from amateur bloggers         demonstrate that it cannot identify the
                                                                                                                                                                                                       ed to “disseminate information” in some
                    to arbiters of law were       sources of the challenged information by
                    asking: What constitutes                                                                                                                                                           form to an audience, even to an audience of
                                                  means other than compelling petitioners to
Constitutional journalism — and to what                                                                                                                                                                one reader. The appellate court offers some
                                                  disclose unpublished information.
                    extent should journalists                                                                                                                                                          guidance on determining proper candidates
                                                     The appellate court’s ruling focused on
       Law
                    be protected by state                                                                                                                                                              for shield law protection, but the standard it
                                                  three primary aspects: 1) that the federal
shield laws and the First Amendment?                                                                                                                                                                   sets forth is nebulous. “[T]he open and
                                                  Stored Communications Act protects pri-
   In 2004, the Web sites Apple Insider and                                                                                                                                                            deliberate publication on a news-oriented
                                                  vate e-mail from civil subpoenas; 2) that the
PowerPage published an account of an                                                                                                                                                                   website of news gathered for that purpose
                                                  conditional constitutional privilege against
Apple product alleged to be in development.                                                                                                                                                            by the site’s operators” is the publication
                                                  compulsory disclosure of confidential
Asteroid is an add-on device that would al-                                                                                                                                                            of news, while “the deposit of information,
                                                  sources barred the subpoenas; and 3) that
low users to plug musical instruments into                                                                                                                                                             opinion or fabrication by a casual writer to
                                                  Apple’s attempt to subpoena information
Apple computers and create digital audio                                                                                                                                                               any open forum such as a news group, chat
                                                  from the Web site publishers violated the
recordings.                                                                                                                                                                                            room, bulletin board system, or discussion
                                                  California shield law.                           sources of the information are insufficient.       ism. “We can think of no workable test or
   The Web site posted verbatim excerpts of                                                                                                                                                            group” may (but need not necessarily be)
                                                     The 69-page appellate decision devotes          Apple argued that the petitioners do not        principle that would distinguish ‘legitimate’
technical specifications for the new product                                                                                                                                                            something else. The appellate court does
                                                  several pages to an analysis of the Califor-     fall into any of the categories of people         from ‘illegitimate’ news. Any attempt by
and a reproduction of a copyrighted blue-                                                                                                                                                              not discuss qualities traditionally linked to
                                                  nia shield law and its application to blog-      protected by the shield law and that they         [c]ourts to draw such a distinction would
print of the design. Apple sued the anony-                                                                                                                                                             journalism — veracity, objectivity and edi-
                                                  gers. The California shield law is embodied      “are not members of any professional              imperil a fundamental purpose of the First
mous sources of the information as Doe                                                                                                                                                                 torial control — as requisites for “legitimate
                                                  in Article I, Section 2(b) of the California     community governed by ethical and profes-         Amendment, which is to identify the best,
defendants. In an effort to find out how the                                                                                                                                                            journalism.”
                                                  Constitution and in California Evidence          sional standards.” Apple also argued that         most important, and most valuable ideas not
information was leaked, Apple subpoenaed                                                                                                                                                                  There is a gray area between the “deliber-
                                                  Code Section 1070; it specifically protects       the shield law does not apply to Internet         by any sociological or economic formula,
several Web site publishers and their e-mail                                                                                                                                                           ate publication” of “news gathered for that
                                                  any “publisher, editor, reporter, or other       publications.                                     rule of law, or process of government, but
providers. The Electronic Frontier Founda-                                                                                                                                                             purpose” and the “deposit of information”
                                                  person connected with or employed upon                                                             through the rough and tumble competition
tion, a nonprofit advocacy and legal organi-                                                                                                                                                            by a “casual writer.” That gray area is
                                                  a newspaper, magazine, or other periodical

                                                                                                   A
                                                                                                           ccording to Apple, the petitioners        of the memetic marketplace.”
zation with the stated purpose of preserving                                                                                                                                                           bound to expand as traditional journalism
                                                  publication or by a press association or wire            were engaged not in “legitimate jour-        The court also emphasized the legitimacy
free speech rights in the digital age, filed a                                                                                                                                                          continues to cede ground to online media
                                                  service, or any person who has been so con-              nalism or news” but only in “trade        of bloggers as bona fide news reporters: “In
petition for a protective order in Santa Clara                                                                                                                                                         and blogging. As legislators try to set na-
                                                  nected or so employed.”                          secrets misappropriation” and copyright           no relevant respect do they appear to differ
County Superior Court, arguing that the                                                                                                                                                                tional standards that must be met before the
                                                     The law states that these individuals         violations. The appellate court held that the     from a reporter or editor for a traditional
information sought by Apple was entitled to                                                                                                                                                            issuance of a subpoena to a member of the
                                                  cannot be compelled “to disclose, in any         shield law is intended to protect the gather-     business-oriented periodical who solicits
protection under the First Amendment and                                                                                                                                                               news media, they will have to grapple with
                                                  proceeding as defined in [Evidence Code]          ing and dissemination of news to the public       or otherwise comes into possession of
the California shield law.                                                                                                                                                                             the question of what constitutes “legitimate
                                                  Section 901, the source of any information       and that the petitioners were engaged in          confidential internal information about a
   In March 2005, Judge James Kleinberg                                                                                                                                                                journalism.”
                                                  procured while so connected or employed          such activity. The fact that the Web sites re-    company.”
issued a ruling in favor of Apple, holding                                                                                                                                                                While the appellate court declined the
                                                  for publication in a newspaper, magazine         printed verbatim copies of the information,          Although the court stated that it declined
that Apple’s interests in protecting its trade                                                                                                                                                         “invitation” to take up that question and
                                                  or any other periodical publication or for       without any commentary or editorializing,         the “implicit invitation to embroil [itself] in
secrets outweighed the public interest in                                                                                                                                                              as more individuals seek the protection
                                                  refusing to disclose any unpublished infor-      did not justify a denial of the shield law. The   questions of what constitutes ‘legitimate
the information.                                                                                                                                                                                       of state — and one day maybe federal
                                                  mation obtained or prepared in gathering,        court stated that the public policy behind        journalism,’” this inquiry is at the heart of
                                                                                                                                                                                                       — shield laws, lawmakers will be forced
                                                  receiving or processing of information for       the shield law is to protect the gathering        the appellate court ruling. The Apple case
            Write to Us                                                                                                                                                                                to specifically enumerate the categories of
                                                  communication to the public.” In 2000,           of news for dissemination to the public.          forces the question of whether bloggers
                                                                                                                                                                                                       individuals who fall within the shield laws’
                                                  the shield law was expanded to add further       Limiting the shield only to traditional print     are journalists, and what it means to be a
 The Daily Journal welcomes your comments.                                                                                                                                                             protections.
                                                  protections: A subpoena to a journalist must     media would impede the purpose of the law.        journalist. When shield laws were written,
 Please send letters to the editor by e-mail to
                                                  provide at least five day’s notice, and a judge   If the law explicitly applies to television and   it was undoubtedly easier to define the class
 letters@dailyjournal.com or by mail to Amy
                                                  in a criminal trial who holds a journalist in    radio, there is no reason not to extend it to     of people they protected. Eighty years later,     Leila Narvid, an associate with Sideman &
 Kalin, Legal Editor, the Daily Journal, 44
                                                                                                   the Internet.                                     the waters are muddier.
                                                  contempt for asserting protection under the                                                                                                          Bancroft in San Francisco, concentrates her
 Montgomery Suite 250, San Francsico, CA
                                                                                                      The appellate court refused to distinguish        The test often used by courts in determin-
                                                  shield law must provide written reasons                                                                                                              practice on civil litigation, including complex
 94104. Please include your name, city and a
                                                                                                   blogging from journalism, or to propose           ing shield law protection is whether there
                                                  why the shielded information is of mate-                                                                                                             business litigation on behalf of individuals,
 phone number where you can be reached.
                                                                                                   parameters for what constitutes journal-          was an intent to disseminate information
                                                  rial assistance in the trial and why alternate                                                                                                       partnerships and corporations.

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Article on O’Grady et al. v. The Superior Court of Santa Clara County

  • 1. Focus SAN FRANCISCO DAILY JOURNAL FRIDAY, JUNE 23, 2006 PAGE 7 To Shield or Not? Court Won’t Define ‘Legitimate’ Journalism By Leila Narvid The Electronic Frontier Foundation ap- that instigated the news-gathering process. A federal bill sponsored by Sen. Chris Dodd, pealed the court ruling, and last month the I D-Conn., which contains a broad definition 6th District Court of Appeal issued a unani- n a recent interview about Apple of journalist that would protect bloggers mous decision striking down the subpoe- Computer’s lawsuit against Web site and other online independent journalists, nas. See O’Grady et al. v. The Superior Court publishers and their e-mail providers for uses intent as its litmus test for legitimate of Santa Clara County, H028579. Overturn- allegedly exposing Apple’s trade secrets, journalism. The bill defines a journalist as ing the lower court’s ruling, the three-judge Apple’s Chief Executive Officer Steve Jobs a person who “engages in a gathering of panel ruled that both PowerPage editor Ja- commented: “The thing is today is that news or information,” and who also “has son O’Grady and Apple Insider’s publisher everyone can be a jour- the intent, at the beginning of the process of nalist.” and editor-in-chief, who writes under the gathering news or information, to dissemi- Indeed, a May 26 pseudonym of Kasper Jade, should be pro- nate the news or information to the people.” California appellate court tected under both the California shield law Intent is difficult to establish, and virtu- ruling grappled with a and the First Amendment. ally every blogger, or chat-room participant, question that everyone According to the court, Apple failed to could say in good faith that he or she intend- from amateur bloggers demonstrate that it cannot identify the ed to “disseminate information” in some to arbiters of law were sources of the challenged information by asking: What constitutes form to an audience, even to an audience of means other than compelling petitioners to Constitutional journalism — and to what one reader. The appellate court offers some disclose unpublished information. extent should journalists guidance on determining proper candidates The appellate court’s ruling focused on Law be protected by state for shield law protection, but the standard it three primary aspects: 1) that the federal shield laws and the First Amendment? sets forth is nebulous. “[T]he open and Stored Communications Act protects pri- In 2004, the Web sites Apple Insider and deliberate publication on a news-oriented vate e-mail from civil subpoenas; 2) that the PowerPage published an account of an website of news gathered for that purpose conditional constitutional privilege against Apple product alleged to be in development. by the site’s operators” is the publication compulsory disclosure of confidential Asteroid is an add-on device that would al- of news, while “the deposit of information, sources barred the subpoenas; and 3) that low users to plug musical instruments into opinion or fabrication by a casual writer to Apple’s attempt to subpoena information Apple computers and create digital audio any open forum such as a news group, chat from the Web site publishers violated the recordings. room, bulletin board system, or discussion California shield law. sources of the information are insufficient. ism. “We can think of no workable test or The Web site posted verbatim excerpts of group” may (but need not necessarily be) The 69-page appellate decision devotes Apple argued that the petitioners do not principle that would distinguish ‘legitimate’ technical specifications for the new product something else. The appellate court does several pages to an analysis of the Califor- fall into any of the categories of people from ‘illegitimate’ news. Any attempt by and a reproduction of a copyrighted blue- not discuss qualities traditionally linked to nia shield law and its application to blog- protected by the shield law and that they [c]ourts to draw such a distinction would print of the design. Apple sued the anony- journalism — veracity, objectivity and edi- gers. The California shield law is embodied “are not members of any professional imperil a fundamental purpose of the First mous sources of the information as Doe torial control — as requisites for “legitimate in Article I, Section 2(b) of the California community governed by ethical and profes- Amendment, which is to identify the best, defendants. In an effort to find out how the journalism.” Constitution and in California Evidence sional standards.” Apple also argued that most important, and most valuable ideas not information was leaked, Apple subpoenaed There is a gray area between the “deliber- Code Section 1070; it specifically protects the shield law does not apply to Internet by any sociological or economic formula, several Web site publishers and their e-mail ate publication” of “news gathered for that any “publisher, editor, reporter, or other publications. rule of law, or process of government, but providers. The Electronic Frontier Founda- purpose” and the “deposit of information” person connected with or employed upon through the rough and tumble competition tion, a nonprofit advocacy and legal organi- by a “casual writer.” That gray area is a newspaper, magazine, or other periodical A ccording to Apple, the petitioners of the memetic marketplace.” zation with the stated purpose of preserving bound to expand as traditional journalism publication or by a press association or wire were engaged not in “legitimate jour- The court also emphasized the legitimacy free speech rights in the digital age, filed a continues to cede ground to online media service, or any person who has been so con- nalism or news” but only in “trade of bloggers as bona fide news reporters: “In petition for a protective order in Santa Clara and blogging. As legislators try to set na- nected or so employed.” secrets misappropriation” and copyright no relevant respect do they appear to differ County Superior Court, arguing that the tional standards that must be met before the The law states that these individuals violations. The appellate court held that the from a reporter or editor for a traditional information sought by Apple was entitled to issuance of a subpoena to a member of the cannot be compelled “to disclose, in any shield law is intended to protect the gather- business-oriented periodical who solicits protection under the First Amendment and news media, they will have to grapple with proceeding as defined in [Evidence Code] ing and dissemination of news to the public or otherwise comes into possession of the California shield law. the question of what constitutes “legitimate Section 901, the source of any information and that the petitioners were engaged in confidential internal information about a In March 2005, Judge James Kleinberg journalism.” procured while so connected or employed such activity. The fact that the Web sites re- company.” issued a ruling in favor of Apple, holding While the appellate court declined the for publication in a newspaper, magazine printed verbatim copies of the information, Although the court stated that it declined that Apple’s interests in protecting its trade “invitation” to take up that question and or any other periodical publication or for without any commentary or editorializing, the “implicit invitation to embroil [itself] in secrets outweighed the public interest in as more individuals seek the protection refusing to disclose any unpublished infor- did not justify a denial of the shield law. The questions of what constitutes ‘legitimate the information. of state — and one day maybe federal mation obtained or prepared in gathering, court stated that the public policy behind journalism,’” this inquiry is at the heart of — shield laws, lawmakers will be forced receiving or processing of information for the shield law is to protect the gathering the appellate court ruling. The Apple case Write to Us to specifically enumerate the categories of communication to the public.” In 2000, of news for dissemination to the public. forces the question of whether bloggers individuals who fall within the shield laws’ the shield law was expanded to add further Limiting the shield only to traditional print are journalists, and what it means to be a The Daily Journal welcomes your comments. protections. protections: A subpoena to a journalist must media would impede the purpose of the law. journalist. When shield laws were written, Please send letters to the editor by e-mail to provide at least five day’s notice, and a judge If the law explicitly applies to television and it was undoubtedly easier to define the class letters@dailyjournal.com or by mail to Amy in a criminal trial who holds a journalist in radio, there is no reason not to extend it to of people they protected. Eighty years later, Leila Narvid, an associate with Sideman & Kalin, Legal Editor, the Daily Journal, 44 the Internet. the waters are muddier. contempt for asserting protection under the Bancroft in San Francisco, concentrates her Montgomery Suite 250, San Francsico, CA The appellate court refused to distinguish The test often used by courts in determin- shield law must provide written reasons practice on civil litigation, including complex 94104. Please include your name, city and a blogging from journalism, or to propose ing shield law protection is whether there why the shielded information is of mate- business litigation on behalf of individuals, phone number where you can be reached. parameters for what constitutes journal- was an intent to disseminate information rial assistance in the trial and why alternate partnerships and corporations.