Open Source Development In Practice. Danese Cooper, OSI Board Member UNCTAD F/OSS Expert Meeting Geneva, 22 September 2004

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1 Open Source Development In Practice Danese Cooper, OSI Board Member UNCTAD F/OSS Expert Meeting Geneva, 22 September 2004

2 What is OSI? A non-profit organization providing leadership for the Open Source movement, through Bridge-building Leadership Spokesmanship Slide 2

3 What is Open Source? As defined at Binaries + Source Code distributed together under an OSD-compliant license Freely modifiable Freely redistributable Freely forkable Non-discriminatory = anyone can play Non-revokable = code must remain open Slide 3

4 What is Open Source? At the core - Open Source is a Conversation Slide 4

5 Possible Open Source Engagement Models Lead Innovate Contribute Leverage Slide 5

6 Role of the License Creates a framework to allow / encourage community Discourages proprietary exploitation Indicates the intention of the project Is only the beginning. Slide 6

7 Open Source Project Characteristics Governance by Consensus Leadership by Reputation Massive Public Peer Review Technology Focus Process Transparency Disruption of Traditional Business Slide 7

8 How did the Open Source movement begin? Slide 8

9 Conditions That Created Open Source Highly creative individual talent Corporate Greed Open Standards The Internet Slide 9

10 An Historic Parallel Craft Guild System in Britain (see Status quo of lucrative market controlled via secrecy and exclusion Sets up opportunity for innovative outlaws to wage Disruptive economic warfare via public disclosure and inclusion Slide 10

11 Indicators that Open Source is winning Apache runs 67% of web servers Evans Data predicts 50% of developers will focus on Linux in 2004, despite availability (for inspection) of Windows code Microsoft lists Linux as #2 risk factor for continued profitability in FY04 and last week announced their Office code is available via Shared Source Slide 11

12 A Word about Policy To mandate or not to mandate? Craft policy after honestly answering these questions: a)what is the real status of local open source adoption? b)what are inhibitors to local open source adoption? c)what do we want to encourage? Slide 12

13 How Open Source Wins Positive hype Lower cost of acquisition Source verifiable Vendor neutral Attractive to developers within organizations Slide 13

14 Design for the Open Source method Develop on the Internet Workforce is Global and Diverse Focus is on Technology Govern by Natural Law Slide 14

15 What is Open Source Methodology? Use an OSI certified license Document every decision / action Use simple and available tools Reward merit with increased responsibility Work transparently Encourage contribution Slide 15

16 Challenges of Open Source Methodology Counter-intuitive to existing management Refactoring of project management skills to community leadership Loss of control Loss of predictability Upgrade of communication skills You still have to Productize Slide 16

17 Everything You Know is Wrong All boats will rise Be generous There is a concept of enough profit There is a concept of good enough Release Early, Release Often Reduce, Reuse, Recycle Slide 17

18 Lead by building community Disclose plans Don t count on free engineering Approach challenges with intellectual courage Allow the community to own decisions Always consider the individual Slide 18

19 Is Open Source Anarchy? In fact only those with reputation can commit code Massive peer review = more QA staff than you can hire Massive peer review also promotes higher quality check-ins Published roadmaps and acceptance criteria guide community expectation Slide 19

20 Apache Lazy Consensus 3 qualities of action: a)major - requires binding vote of board b)minor - requires non-binding vote of members c) Routine - authority conferred by role Types of vote +1 - Agree or support 0 - Neutral, ambivalent or abstaining -1 - Veto (must be accompanied by reason) Slide 20

21 Control is over-rated Security through obscurity died with the Internet Most security holes are introduced by trusted employees Massive peer review means feedback is truly random Transparency promotes vendorneutrality Slide 21

22 Predictability Public short, medium and long-term roadmaps Project management shifts to shorter release cycles Maintenance of Stable and Current build spaces and sandboxes to work out new features Allow for the unexpected Slide 22

23 Communication Cultivate generosity Require niceness Always consider global viewpoint Hold a space for the community to respond Tell the truth (see Slide 23

24 Gaps in Open Source UI design and validation Features prioritization Legal clarity 1. Liabilities 2. Warranties 3. Indemnification Consumer-level support Slide 24

25 Recap Open Source empowers developers and customers Open Source represents a challenge for traditional organizations Open Source methodology hinges on community UN members can choose to support the Open Source movement (to benefit local and global economies) Slide 25

26 See you at

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