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Can open source reduce costs?

Published by Ross Gardler on March 1, 2010 in Procurement, Development and Strategy and Policy. 0 Comments

It is often said that open source software will reduce costs.

Those with little or no experience of implementing computer systems assume these savings come from the fact the free and open source software does not carry a license fee. However, this is not usually the case.

Anyone who has rolled out an software solution, even in a small organisation, will tell you that there are hidden costs. These include training, support,  customisation and maintenance.

In 2005 BECTA published “A study of the spectrum of use and related ICT infrastructure costs” which concluded that training and support costs accounted for 60% of total cost for any software solution. The report also found that open source software reduced these costs by 40-50%.

Further to reducing training and support costs, open source can reduce the cost of customisation for specific environments.

It is extremely rare for a back-office software solution to be a perfect fit for any specific organisation straight out of the box. Consequently, the software needs to be customised to suit specific needs. In a closed source environment there is a single provider, or a limited set of approved providers, who can make these modifications. However, in an open source environment anyone with the appropriate skills can make these modifications, including internal staff.

As a result of this competition, market forces can often result in a lower cost for a tailored product. Just how much can be saved here depends on the customisations you need to make.

Finally, the open source culture of code sharing results in lower development costs for the software in the first instance. That is, once one user has commissioned a specific feature or configuration option the results of that work is available to all. As a result, the more a product is used and developed within any given domain, the more widely the development costs are shared. In addition to a reduction of costs open development can significantly increase the rate of innovation as it brings together great minds to collaborate on shared solutions.

Where there is no pre-existing solution to match ones needs the open developent model can be an extremely cost effective way of reducing cost. This process is examined in more detail in our document “Meritocrats, cluebats and the open development method: an interview with Justin Erenkrantz.”

Jacobsen v. Katzer case settled

Published by Elizabeth Tatham on February 24, 2010 in Legal. 0 Comments

In the closing chapter of this complex story, the intricacies of which have previously been explained in this blog, the parties in Jacobsen v. Katzer have filed a settlement agreement with the California district court. The ruling, which favours Jacobsen, is also seen as a significant victory for the FOSS community in that it establishes for the first time in the US a developer’s right to prevent their copyright and authorship acknowledgements from being removed from their code, and their right to collect damages if the terms of the licences they choose are violated. The implications for the UK are not yet clear, but there is no doubt that the outcome of this closely watched case strengthens the legal standing of open source licensing and could set an important precedent.

Governance Models - everything you wanted to know but where afraid to ask

Published by stevelee on February 18, 2010 in Development, Software, Strategy and Policy and Community. 0 Comments

After an extensive gestation period, OSS Watch are pleased to have jointly published 3 documents on the important subject of Governance Models for open source projects. That is excellent value for your money.

The documents on our web site undergo a rigorous quality assurance process that ensure they are technically correct and well scribed. The result in this case is an comprehensive introduction to a topic that can be over looked by projects, or may cause confusion and uncertainty.

I have on several occasions heard lead developers say that if they make their code open source they fear they will loose control and anyone can update their source, leading to chaos. As you read these documents you will see that this clearly should not be the case. The project leaders remain in control, in fact they make the decisions on who the leaders are and how the project is controlled. The governance model describes how this happens.

Having a governance model in place is one of the clear marks of an open source project that practices open development. That is, it marks a project that positively encourages community engagement.

Governance models provides an introduction to the what, why and wherefore of managing an open source project.

A governance model describes the roles that project participants can take on and the process for decision making within the project. In addition, it describes the ground rules for participation in the project and the processes for communicating and sharing within the project team and community. It is the governance model that prevents an open source project from descending into chaos. This document explains why a governance model is necessary, considers some of the challenges associated with adopting a governance model in open source projects, and looks at the key areas such a model needs to cover. It also describes how to encapsulate your governance model in a governance document.

Meritocratic governance model provides a detailed insight into this common model that is lead by an elected leadership team or ‘board’. A template is provided for use by projects interested in applying this model.

The meritocratic governance model is a commonly found model in which participants gain influence over a project through the recognition of their contributions. The Apache Software Foundation (ASF) is perhaps the most famous example of a large-scale meritocratic community. The foundation operates with an almost completely ‘flat’ structure, which means that anyone willing to contribute can engage with their projects at any level.

Benevolent dictator governance model describes another popular model where one person leads the project and has a final say in decisions. Again a template is provided for projects wanting to use this model.

A benevolent dictatorship is a project controlled by a single leader. Perhaps the most commonly cited example of the benevolent dictator model is the Linux Kernel project, which is run under the direct decision making leadership of Linus Torvalds. Being a benevolent dictator is not an easy job. It requires diplomacy and community building skills, in-depth technical knowledge of all aspects of the project, and exceptional levels of commitment and dedication. However, as the Linux Kernel project illustrates, it can be very effective.

With any project, good leadership or management are vital, and these documents will help you install the basics with little overhead. If your project already has a governance model in place then these documents could help you refine it, perhaps by making it explicit. If you don’t yet have one, then these document will help you decide what model best suits your style, and quickly get it into operation.

And you can do it all without any sign of pointy hair.

Building W3C widgets on the Wookie training day

Published by Sander van der Waal on February 15, 2010 in Event, Development, Standards and Community. 0 Comments

Last week OSS Watch organised its first training day in Oxford. We got together with about 15 people to gain hands-on experience with Apache Wookie (Incubating). Wookie provides an implementation of the W3C widget specifications, so a lot of emphasise was put on building these kinds of widgets. We succeeded quite well in getting to know the spec and how to build widgets and ended the day with a nice collection of newly built widgets and even a submitted patch to the Wookie source code.

Scott Wilson, the Wookie guru from Bolton University, where it all started, started the day off with a presentation (pdf) of what widgets and Wookie are all about. Widgets are basically small mini applications that are designed to work in a small view area. Many platforms have created their own format for it, but the W3C is working on a set of specifications for it with a consortium of partners from both traditional computing and mobile platforms, which will lead to a true cross-platform standard which will hopefully lead to widespread adoption. A minimal W3C widget consists of nothing more than a config file and an HTML file, zipped up as an archive with file extension .wgt. The config file contains basic configuration such as the name, description and preferred dimensions of the widgets. The widget can furthermore include as much HTML, CSS, images and JavaScript files as one would like.

Apache Wookie (Incubating) is an application that provides a W3C-compliant widget server. You can use Wookie to deploy widgets and you can serve W3C widgets from the Wookie server in third party applications. Plugins have already been written for Moodle, LAMS, Sakai and Google Wave. Wookie also has a REST API that can be used to get, or create widgets.

After Scott’s intro it was time to get dirty. Ross handed out CDs containing the latest sourcecode of Wookie (which can be downloaded by anybody from Subversion) and prerequisites like a JDK and Apache Ant. His presentation (pdf) was about ‘how to build your first widget’. I was surprised to see that there were 10 people with Mac-books in the room, amongst 4 Windows machines and one Linux netbook. Apple surely knows how to impress the developer these days! After some initial troubles with environment settings etc. most people got up-and-running fairly quickly and were ready to build their first widget. Wookie provides handy Ant tasks for building and deploying widgets, which means that generating a hello-world skeleton widget is as easy as typing ant seed-widget and answering some questions about the name, description and dimensions of your widget. After you have started up the Wookie server using ant run you can deploy the widget using ant deploy-widget. That was it, quite easily. I must say, having moved away from Ant and using Maven2 for the last few years, it’s nice to be remembered of the powerful features Ant has to offer. Especially since Wookie uses Ant in combination with Apache Ivy, the dependency management alternative for Maven2. (To be precise, you can also use Ivy with Maven2 repositories). Ross also demonstrated how you can make use of OpenStreetMap JavaScript APIs to embed cool navigational features in your widget quite easily. You can check out his presentation (pdf) or directly check out the source code of the tutorial including the example JavaScript.

In his second presentation (pdf) Scott focussed on some design principles behind the widget specification and gave a walk-through of how you can design a more advanced widget by making use of features of the W3C widget object API and integrate with the Google Wave Gadgets API. No Wave server is needed to get this working, as Wookie can handle everything for you. Scott demonstrated a Task widget with collaboration features, that can be used by different users concurrently using State and Participants.

After the break it was high time for everybody to create their own widget and some interesting ideas had come up. One of us decided it would be much cooler to hack directly in the server code instead of building widgets and he submitted a patch to Wookie to allow hot deployment of a widget to ease the development/deployment cycle. That’s very cool, thanks Matthew!

The rest of us built some widgets for a wide variety of purposes. One of the nice things about the widgets was that we could easily merge them all together on one Wookie instance and show all widgets there. These were some of the widgets that resulted from this 1.5 hour hack-fest:

  • Video player embedded in a widget with fallback to other formats depending on the user agent
  • Display a list of links using output from one of the Yahoo pipes
  • Display the last.fm playlist of a user and show what that user is currently listening to
  • Show a canvas drawing where multiple people can collaborate by working on the same drawing using HTML5
  • Cool kids’ game where the user can name his pet dinosaur
  • Currency converter that (eventually) would use an external currency conversion provider

It was fun to see how easily you can create functional widgets. If you make use of external JavaScript APIs or data feeds it is also quite simple to create a useful (or not so useful…) widget. This was a nice conclusion of the day and seeing all the widgets we had created we thought we had deserved our beer and headed off to the pub. Thanks to Scott and Ross for making this a successful Wookie training day!

GNOME accessibility - the future

Published by stevelee on February 11, 2010 in Development, Software and Community. 1 Comment

The layoff of Willie Walker by Oracle is causing consternation in the the open source accessibility world, and for good reasons. As lead of GNOME accessibility and head developer of the Orca screen reader for the blind, Willie is a key member of GNOME accessibility. GNOME itself is a key player in the open accessibility field. The recent OSS Watch briefing note on open accessibility identified the importance of GNOME’s position and it’s contribution under the leadership of Willie.

Until this fallout from the recent takeover of Sun by Oracle, Willie was employed by Sun to work full-time on GNOME accessibility. The removal of Willie’s salary has removed a critical source of funding for open accessibility and the community is reeling as a result.

However despite the understandable concerns for the future of both Willie personally and GNOME accessibility, this is also a opportunity for both. People like Willie are highly sought after by employers who value leadership skills coupled with excellent technical experience. A couple of people described Willie as the Linus of open accessibility, a simile that has some merit. We can hope his next employer (or funder) will allow him to further develop his passion for accessibility, building on his impressive legacy to date.

For the GNOME and open accessibility communities, the impact of this seemingly crass business decision also causes us to focus hard. It can be a catalyst for improving the sustainability of this small but effective community as Willie himself indicates. I’d like to explore the subject a little in this post.

In general people get involved in open source for selfish reasons. These may be personal needs, corporate motivations or academic interests. The power of open development comes from working together to develop and maintain a common resource that benefits all players. The famous phrase is ’scratching an itch’. When it comes to open accessibility, however, there is an extra dimension. While many members of the community are users of accessibility, others are not and are involved for more complex reasons like social concern, if not quite altruism. This leads to members being in a position of “scratching another person’s itch”. There are elements of accessibility being a basic human right and these colour the community relationships and explain some of the strong outraged reactions to Willie’s layoff. As an aside it’s worth recalling Sun’s significant contribution to accessibility, something that was obviously not core business for them.

The fact that community members are in it for largely selfish reasons means they are likely to leave for equally selfish reasons. There should be no surprise at that. The key is to develop a broadly diverse community that can sustain any individual member’s exit. This is the opportunity I see we now have. I hope that Willie will continue to work full-time but I also hope we will work hard to attract more members who will also bring resource with them. Many of the reactions have vocalised the need to find funding but I feel we should focus on building the community first and the funding will follow. We also need to build community as, to be frank, there is a huge amount of work to be done, as can be seen on the GNOME 3.0 accessibility roadmap.

That might sound rather glib and the question is how can we move forward and encourage? Building community is difficult and not a science but there are many good examples to learn from. I’m fortunate to work for OSS Watch who’s key message is open innovation through community. Ross Gardler our service manager is also Vice President of Community Development at The Apache Software Foundation. The Foundation are also highly experienced in community development. Their informal moto is ‘Community over code’ and most of their activity is community building. For example the Apache Incubator helps projects develop their community and graduation requires at least 3 independent comitters to have joined. So there is a wealth of experience available to tap into and I’d like to see how the open accessibility community can use this to become more sustainable.

On to some practicalities. We are already seeing signs of the community dusting itself down and moving on. Eitan posted yesterday on further plans for the GNOME accessibility ‘hackfest’ at the CSUN accessibility conference. CSUN is THE accessibility conference and this year GNOME joins Mozilla in having a booth. This is the perfect opportunity to introduce GNOME’s work to the #CSUN10 visitors and encourage users and companies to engage. If you are going to CSUN be sure to find the booth and meet the team. The hackfest is the place for other developers to come along and learn what the code looks like and what needs doing. If your are a GNOME, KDE, Linux or Linux Mobile developer you should look us up to find out how to make your program accessible or how to work on accessibility programs.

This year the winners of Projects:Possibility’s SS12 open accessibility coding competition have been invited to attend CSUN. They will look around and present their winning projects. Accordingly computer science students from CSUN, UCLA and UCS will be able to learn about GNOME accessibility and find how they can engage in the action. At a minimum they will take their knowledge of GNOME to their future employers.

In a couple of weeks the GNOME Usability hackfest is in London and overlaps with the Dev8D developers days event. Cross fertilisation is planned and given that accessibility may be viewed to be a part of usability there is another opportunity to explore how to support GNOME accessibility.

OSS Watch have developed a tool that will be useful for exploring the sustainability options for GNOME accessibility. It’s part of our forthcoming Software Sustainability Maturity Model and provides a Q & A on the areas that need to be be covered in order to reach open sustainability. I encourage community members to try it on their project or the community as a whole. It will help focus on the the gaps and provide a common language for discussion of the solution. The form provides detailed explanations and the results are presented as percentages. If you are not sure just leave it as “don’t know”. Results are likely to be cleared at some point, so if you want to keep them drop us a line and we will provide a copy.

So in summary the news of Willie’s layoff is a source of considerable concern for him personally as well as the GNOME accessibility and the wider communities. It is also an opportunity to move on and develop new strengths through open development. The community has previously survived funding loss (IBM) and a key player leaving (Bill Haneman). As Willie says in his email - spread the word far and wide. The time is good as there is not only growing interest in open source in general but also a widening awareness of the benefits of open accessibility. If you are a member of the community then you can start thinking about how to reach out. If you are not yet a member then do introduce yourself at one of the events or on the lists or IRC.