Archive for October, 2007

Effective decision making in community projects

[This is a post I originally made in March 2005 when working on volunteer projects in the Carribean region. I recently rediscovered it and figured it was just as appropriate to my new community here at OSS Watch. Interestingly I was using an open source technique to inform decision making processes in volunteer projects that were not necessarily software related, althought they were usually IT related. Now I find I come full circle and use the same post in an open source context. I have edited it slightly to make it fit this new context better and to remove some of the original links which have since dissappeared.]

One of the toughest things in any community led project is balancing effective decision making controls against a constricting set of rules and regulations designed to protect the core objectives of the project. Some time ago Sylvian Wallez looked at the approach of the Cocoon project. His observations are interesting, educational and equally valuable to volunteer projects of any type, not just an open source projects, so we have many lessons to learn.

Sylvian observes that whilst a Meritiocracy succesfully identifies the right people to invite into the project, it is not an effective way of keeping the community vibrant. In order to survive a project must be continually active, to be continually active decisions need to be made quickly and contributions need to be encouraged by not restricting them with a lengthy decision making process.

Contributors do not want to waste effort on work that will subsequently be rejected by the community. Consequently, in an ideal world, one will get community consensus before making a contribution. However, in some communities (far too many in my experience) it can be too difficult to gain consensus and so one simply does not bother.

If the effort of gaining consensus is too great then this will stifle contributions to the project. As a result contributions start to dry up and the project may eventually die through lack of activity.

Lazy Consensus

Most Apache projects, and many other sucessful open source projects use the concept of lazy consensus to solve this problem of efficiently gaining consensus. Whilst I have grown to love this method through my work on open source projects, I strongly believe it is applicable to any community led project.

With lazy consensus the idea is that a potential contributor notifies the community of their intentions. For example, they may say “I intend to do XYZ, unless someone objects within 3 days I will go ahead with this.“ This notification can be made in any form that the community accepts, such as via a mailing list or a shared document space with community notification devices (or in non-technical speak, a village noticeboard ;-)).

The benefits of this approach include the fact that in the absence of an objection one can assume one has consensus. Community members with no objection and nothing to add to the contribution need take no action. Only those people who believe they can help improve it or those who believe there is a flaw in it need spend any time contributing or objecting to the proposal.

A further advantage of Lazy Consensus is perhaps the most important. Lazy Conensus removes the risk of slipping into despotism since community consensus is still required. No contribution is made without the implicit approval of the community and so nobody can cry “foul” at a later date.

Access from Prisons


Beautiful morning by Stuart Yeates
This morning while talking to Niall Sclater (Director of the Open University’s VLE Programme) at moodlemoot about barriers to migrating the last of the Open University’s paper courses to electronic courses via moodle, he pointed me to a great pilot underway in some of the roughest prisons in London.

The POLARIS project trial is rolling out access to educational websites into a number of London prisons, including the Wormwood Scrubs and Bellmarsh. Apparently Bellmarsh with it’s population of very high security inmates is less of a problem than some of the others which have a much higher rates of turnover.

The rolling out of access into such places puts a whole new emphasis on the security of the applications used in educational institutions. It’s worth noting that the OU (for whom prisoners represent a small but significant number of students) has just spent a great deal of time and effort rewriting the roles and security in Moodle.

Commercial re-use or not?

An interesting question relating to open content from Brian Kelly:

But should I be taking a more liberal approach, I wonder? Should I permit commercial exploitation of the content? This, after all, has been the approach taken in the open source world, which provides an environment for commercially-viable software vendors to thrive.

First, let me state my “expertise”. I do not consider myself an expert in open content issues but I do have over 10 years in active open source development. This does not entitle me to a fully considered answer to Brain’s question, in fact it may cause me to confuse the two issues. However, as ever I do have an opinion, so here it is…

Open Source allows commercial exploitation in order to provide a reason for people to contribute, there are many others but this one is often the clincher, especially for sizeable contributions. Commercial use of open source works because the value of most software is not in the software itself but in the provision of value-add services around the software.

Another common reason for creating and managing open source software is to add value to a brand. In this case the originating organisation doesn’t care about making money from the software, instead they want is to spread their brand as far and wide as possible. So commercial re-use is just another way to spread their brand message to a wide audience.
I would suggest that, when deciding to allow commercial re-use of open content, one needs to think about where the value of the content is for you. Unlike software it is not easy for people to add value to content. There are exceptions to this, such as Wikipedia, but they are the exception rather than the rule. Consequently, the idea of allowing commercial re-use of content to attract new contributors is not normally applicable, but brand enhancement through wider re-use may be a different story.

In this post I am aware that I have greatly simplified the business models for open source and open content. I’ve kept things simple in an attempt to focus on the important issue - is commercial use complimentary to our objectives in creating content?

Personally I see no reason why Brian should not allow commercial reuse of his content, just as OSS Watch does. In OSS Watch’s case we are paid to produce our content in order to enable us to share information and encourage comment on our developing understanding of a domain. If someone can help in that aim by using our outputs in a commercial setting what harm can it do?

I’m sure Brian would appreciate your thoughts on whether he should allow commercial reuse. Here at OSS Watch we would love to hear if anyone thinks we have made the wrong decision.

Hands Off My Tabs: A GNU/Linux Patent Suit

On 9 October a company called IP Innovations LLC filed suit against two major GNU/Linux vendors, Red Hat and Novell. The complaint (pdf courtesy of Groklaw) cites the infringement of three venerable patents now held by IP Innovations, relating to the presentation of user interface elements on a desktop. While parsing the precise extent of a patent’s claims is something that is best left to professionals, there seems to be near universal agreement that these patents cover, among other things, the use of tabs to allow a single window to display separate sets of tools or controls. IP Innovations successfully obtained a settlement from Apple back in June after filing suit for infringement of the same patent set.

IP Innovations’ complaint asks for an injunction against Red Hat and Novell, stopping them from distributing “the Red Hat Linux system; the Novell Suse Linux Enterprise Desktop; and the Novell Suse Linux Enterprise Server”. It also asks for increased damages to be awarded due to Red Hat and Novell’s “willful and deliberate” infringement. Increased damages can amount to as much as three times the royalty that IP Innovations might have expected if a proper licence had been negotiated before distribution.

Naturally the Linux community is livid. Many have jumped to the conclusion that Microsoft is somewhere behind this action, particularly in light of the fact that some ex-Microsoft staff have recently joined the senior management of IP Innovations’ parent company Acacia. Steve Ballmer, Microsoft’s feisty CEO recently predicted that Linux would soon be hit by patent claims from third parties. The filing of this suit just over a week after that speech strikes some commentators as suspicious, particularly as one might imagine that Microsoft themselves might been a more lucrative next target. After all, these patents are old and due to lapse late next year, so the window of exploitation is rapidly closing.

Despite these doubts, no firm evidence has emerged to link Microsoft to Acacia. IP Innovations responded to the blog-storm that followed the announcement of the suit, describing the arrival of the former Microsofties as “‘normal’ business behavior” (their quotes around normal, mysteriously) and stressing that their suit should not be seen as an attack on open source, perhaps fearing the fervent and bitter opposition that such an attack would inevitably unleash:

“IP Innovation is not attempting to inject itself in the ongoing philosophical debate of whether products or services which utilize open source are subject to the same intellectual property laws/behaviors as non-open source offerings… Acacia and its subsidiaries do not philosophically differentiate any company, but rather seek to consistently and fairly monetize patent rights from those companies which incorporate patented technology.”

Acacia are an example of what some critics call a ‘patent troll’; a less loaded term is ‘IP Holding Company’. The business model of such companies involves spending money acquiring patents and then making money by forcing unauthorised users of the patents to take out licences or extracting money from them via the courts. One of the reasons that this is a particularly lucrative area of business is that the holding companies are difficult to retaliate against. If a manufacturer decides to take a competitor to court for patent violation, the result is often a counter-suit from the competitor. After all, they are likely to be doing many of the same things, and to both own patents in that area. Rather than risk injunction (legally enforced withdrawal of the infringing product) the competitors will often reach an out-of-court patent cross-licensing deal that allows both to continue selling their wares. With an IP holding company, there is no competitive product and thus no vulnerability to injunction. Big IT firms like Microsoft have been complaining for many years that such companies stifle innovation and are over-protected by the legal system. Last year the US Supreme Court seemed to endorse that view, ruling in eBay vs Mercexchange that companies who are not themselves exploiting a patent might not deserve the automatic injunction against infringers that they had formerly received as a matter of course.

So IP Innovations request for an injunction against Red Hat and Novell will now have to be considered in the light of that decision. The court must balance the loss being suffered by the plaintiff against the damage done to the alleged infringer, and select a remedy that evens the score. Injunction is generally considered to be a very damaging remedy, which is partly why IP holding companies have been able to scare manufacturers senseless for so long…

Of course, in the case of distributors of GNU/Linux, any kind of outcome that involves payment of a licence fee is far more damaging than would normally be the case. The GNU General Public License under which the Linux kernel is licensed forbids a distributor from distributing if they cannot do so unencumbered. Paying a licence fee to IP Innovations would be just such an encumbrance. In the case of these particular patents, it might not be such a problem; after November next year the patent will have lapsed and the technology will be available for all to use without a licence. If the patent had longer to run, though, a finding that GNU/Linux infringed it could result in a general inability to distribute, and the effective commercial death of the OS.

Selling free software

Two weeks ago we received an email from a user who had been sold a copy of The Gimp (an image editing program) on a leading on-line trading website, without realising that he could have downloaded it from the project’s homepage at no cost. When he complained to the seller, he basically got laughed at.

Although this does not look very ethical, in fact what the seller did is (quite likely) perfectly legal. The Gimp is distributed under the GPL. This means that the software is free in a “freedom” sense, but not that it has to be provided for free. In fact, the GNU project’s position about selling free software is clear:

Many people believe that the spirit of the GNU project is that you should not charge money for distributing copies of software, or that you should charge as little as possible — just enough to cover the cost.

Actually we encourage people who redistribute free software to charge as much as they wish or can. If this seems surprising to you, please read on.

Free software is quite unusual in that it is written by somebody who uses his copyright ownership to grant others the right to do with it as they please, as long as it remains being free software. And this includes selling it for any amount of money.

In most cases free software projects release their programs for free. If they did not, somebody could buy a copy and then redistribute it at no cost. Free software business models focus instead on other revenue streams, e.g. selling support to customers. Unfortunately, the seller was not trading in this case on a product or service but on the lack of awareness of the buyer.