An Overview of Open Source

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1 An Overview of Open Source Karl Fogel

2 Producing Open Source Software producingoss.com

3 Open source software is software that may be modified and redistributed freely by anyone, with no restrictions on how the code may be changed, the uses to which it may be put, or the parties with whom it may be shared.

4 A Plethora of Acronyms Free Software (Wait, that's not an acronym.) OSS Open Source Software F/OSS Free / Open Source Software FLOSS Free / Libre / Open Source Software

5

6 History: Stuff happens.

7 Varieties of Open Source Projects

8 Varieties of Open Source Projects Scale: code base, number of participants, etc.

9 Varieties of Open Source Projects Scale: code base, number of participants, etc. Sponsors: 0, 1,?

10 Varieties of Open Source Projects Scale: code base, number of participants, etc. Sponsors: 0, 1,? Broad / narrow user base?

11 Varieties of Open Source Projects Scale: code base, number of participants, etc. Sponsors: 0, 1,? Broad / narrow user base? Non-technical / technical user base?

12 Varieties of Open Source Projects Scale: code base, number of participants, etc. Sponsors: 0, 1,? Broad / narrow user base? Non-technical / technical user base? Governance structure

13 Varieties of Open Source Projects Scale: code base, number of participants, etc. Sponsors: 0, 1,? Broad / narrow user base? Non-technical / technical user base? Governance structure

14 Some Other Common Pitfalls

15 Some Other Common Pitfalls Accidental back-channel.

16 Some Other Common Pitfalls Accidental back-channel. Territoriality and cookie-licking.

17 Some Other Common Pitfalls Accidental back-channel. Territoriality and cookie-licking. Misunderstanding money.

18 Some Other Common Pitfalls Accidental back-channel. Territoriality and cookie-licking. Misunderstanding money. Treating unity as the goal.

19 Some Other Common Pitfalls Accidental back-channel. Territoriality and cookie-licking. Misunderstanding money. Treating unity as the goal. Open sourcing the wrong thing.

20 R E W A R D I N V E S T M E N T

21 Step Function = High Barrier Community R E W A R D I N V E S T M E N T

22 Linear Function = Low Barrier Community R E W A R D I N V E S T M E N T

23 Likely Obstacles?

24 Likely Obstacles? Finding an entry point.

25 Likely Obstacles? Finding an entry point. Social climate.

26 Likely Obstacles? Finding an entry point. Social climate. Technical complexity.

27 Likely Obstacles? Finding an entry point. Social climate. Technical complexity. Development environment.

28 Likely Obstacles? Finding an entry point. Social climate. Technical complexity. Development environment. Barriers faced by newcomers to open source projects: a systematic review. (Steinmacher, Silva, Gerosa; 2014)

29 Collaboration Infrastructure

30 Collaboration Infrastructure Source code

31 Collaboration Infrastructure Source code Repository, bug tracker, message forums.

32 Collaboration Infrastructure Source code Repository, bug tracker, message forums. Real-time chat (e.g., IRC)

33 Collaboration Infrastructure Source code Repository, bug tracker, message forums. Real-time chat (e.g., IRC) Continuous integration, dev sandboxes

34 Collaboration Infrastructure Source code Repository, bug tracker, message forums. Real-time chat (e.g., IRC) Continuous integration, dev sandboxes Wiki (yes, but...)

35 Collaboration Infrastructure Source code Repository, bug tracker, message forums. Real-time chat (e.g., IRC) Continuous integration, dev sandboxes Wiki (yes, but...) Gluing it all together

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37

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40

41

42

43 Oh, wait, it's

44 Oh, wait, it's contrib/hooks/multimail

45 Oh, wait, it's contrib/hooks/multimail github.com/mhagger/git multimail

46 r27593 hwright :10: (Mon, 05 Nov 2007) 11 lines In the command line client, don't reference a pointer to a local variable outside of its declared scope. Found by: Barry Scott <barry@barrys emacs.org> Patch by: Stefan Sperling <stsp@elego.de> * subversion/svn/copy cmd.c (svn_cl copy): Allocate the peg revision for each copy source on the heap, instead of just using a pointer to the loop variable (which changes each time through the loop).

47 r27593 hwright :10: (Mon, 05 Nov 2007) 11 lines In the command line client, don't reference a pointer to a local variable outside of its declared scope. Found by: Barry Scott <barry@barrys emacs.org> Patch by: Stefan Sperling <stsp@elego.de> * subversion/svn/copy cmd.c (svn_cl copy): Allocate the peg revision for each copy source on the heap, instead of just using a pointer to the loop variable (which changes each time through the loop).

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52

53

54 Set Culture Early

55 Set Culture Early Review, respond visible results quickly

56 Set Culture Early Review, respond visible results quickly Consensus (voting should be rare)

57 Set Culture Early Review, respond visible results quickly Consensus (voting should be rare) Stable references

58 Set Culture Early Review, respond visible results quickly Consensus (voting should be rare) Stable references Tone

59 Set Culture Early Review, respond visible results quickly Consensus (voting should be rare) Stable references Tone Document the culture

60

61

62

63 ...skip 43 pages...

64

65 Set Culture Early Review, respond visible results quickly Consensus (voting should be rare) Stable references Tone Document the culture

66 Set Culture Early Review, respond visible results quickly Consensus (voting should be rare) Stable references Tone Document the culture Empower others to set the culture

67 Delegate Management

68 Delegate Management How to get favors

69 Delegate Management How to get favors Release Manager

70 Delegate Management How to get favors Release Manager Bug Buddy

71 Delegate Management How to get favors Release Manager Bug Buddy New Developer Mentor

72 Delegate Management How to get favors Release Manager Bug Buddy New Developer Mentor Patch Manager

73 Delegate Management How to get favors Release Manager Bug Buddy New Developer Mentor Patch Manager Doc Editor

74

75 Communications

76 Communications Promptness beats quality

77 Communications Promptness beats quality Writer-responsible

78 Communications Promptness beats quality Writer-responsible Recognizing bikesheds

79 mauve.bikeshed.com

80 green.bikeshed.com

81 red.bikeshed.com

82 teal.bikeshed.com

83 yellow.bikeshed.com

84 palegoldenrod.bikeshed.com

85 mauve.bikeshed.com

86 Communications Promptness beats quality Writer-responsible Recognizing bikesheds

87 Communications Promptness beats quality Writer-responsible Recognizing bikesheds Noisy Minority

88

89 In Person Events

90 In Person Events Hackathons: Goals & Motivations

91 In Person Events Hackathons: Goals & Motivations Training events

92 In Person Events Hackathons: Goals & Motivations Training events Project-centric conference

93 In Person Events Hackathons: Goals & Motivations Training events Project-centric conference Project BOF at a related conference

94 Forks

95 Forks Code Fork vs Social Fork

96 Forks Code Fork vs Social Fork Never bash

97 Forks Code Fork vs Social Fork Never bash Trademarks and Forks

98 Marketing

99 Marketing Who is the audience?

100 Marketing Who is the audience? Devs must maintain credibility

101 Marketing Who is the audience? Devs must maintain credibility Remember the audit trail

102

103 Is It Working?

104 Is It Working?

105 Is It Working?

106 Is It Working? Committer diversity

107 Is It Working? Committer diversity Organizational diversity

108 Is It Working? Committer diversity Organizational diversity 3Rd-party commercial support

109 Is It Working? Committer diversity Organizational diversity 3Rd-party commercial support Bug tracker activity (multidimensional)

110 Is It Working? Committer diversity Organizational diversity 3Rd-party commercial support Bug tracker activity (multidimensional) Search hit alerts (competitors' too)

111 Is It Working? Committer diversity Organizational diversity 3Rd-party commercial support Bug tracker activity (multidimensional) Search hit alerts (competitors' too) Mentions in others' presentations

112 Is It Working? flosscommunitymetrics.org (see also flossmetrics.org) Bitergia.com (e.g., dashboard.eclipse.org) metricsgrimoire.github.io vizgrimoire.github.io

113 References TheOpenSourceWay.org Steinmacher, Silva, Gerosa (2014): Barriers faced by newcomers to open source projects: a systematic review OpenTechStrategies.com/resources ProducingOSS.com OpenSource.org/faq mil oss.org

114 Audit trail means No regrets.

115 Recovery is better than protection.

116 Principles of Participation Participants are people, not organizations Make it rewarding to do things right Make it easy to do things right Make decisions in public Document the culture Don't work amplify other people's work No obstacles: act now, audit later

117 One-time contributors repeat contributors

118 Your Developer Community Awaits

119 An Overview of Open Source Karl Fogel

120 ?

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