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Jim Jagielski @jimjag Understanding Open Source Class 101 AKA: How I learned to stop worrying and love FOSS

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Jim Jagielski @jimjag

Understanding Open Source Class 101

AKA: How I learned to stop worrying and love FOSS

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About Me➡ Apache Software Foundation

➡ Co-founder, Director, Member and Developer

➡ Director ➡ Outercurve, MARSEC-XL, OSSI, OSI (ex)…

➡ Developer ➡ Mega FOSS projects

➡ O’Reilly Open Source Award: 2013 ➡ European Commission: Luminary Award ➡ Sr. Director: Tech Fellows: Capital One

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What’s in your PROJECT?

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What is Open Source?➡ Basically, it’s a “new” way to develop, license and distribute code ➡ Actually, there was “open source” even before it was called that ➡ The key technologies behind the Internet and the Web and the

Cloud are all Open Source based ➡ Brings Scientific Method to IT

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What is Open Source?➡ Open Source Licensing

➡ OSI and/or Free Software Foundation (FSF) Approved

➡ Free Software ➡ As in Free Speech, not Free Beer

➡ Open Source Methodology (secondary) ➡ Community/Governance types ➡ Many consider this just as important as the license

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What is Open Source?➡ Also called Free Software

➡ But the word “Free” confuses some people

➡ FOSS: Free and Open Source Software ➡ FLOSS: Free/Libre Open Source Software ➡ Pretty much, all mean the same thing ➡ The name can cause “religious” or “philosophical” debates, but

in government and industry, Open Source is the more widely used term.

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What is Open Source?➡ Basic tenets (related to licenses):

➡ Access to the source code (the code is Open and Free) ➡ Ability to use the source code (run it and/or leverage it) ➡ Ability to modify the source code ➡ Ability to distribute the (modified) source code

➡ Open Source “methodology”/philosophy

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The draw of Open Source (hacker)

➡ Having a real impact in the development and direction of IT ➡ Personal satisfaction: I wrote that! ➡ Sense of membership in a community ➡ Sense of accomplishment - very quick turnaround times ➡ Developers and engineers love to tinker - huge opportunity to do

so

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The draw of Open Source (Companies/Orgs)➡ Having a real impact in the development and direction of IT ➡ Sense of membership in a community (most of the time) ➡ Save on expensive resources ➡ Ability to focus on what differentiates yourself ➡ Allows for nimbleness and agility ➡ Increased revenue and market share

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The draw of Open Source (users)

➡ Access to the source code ➡ Avoid vendor lock-in (or worse!) ➡ Much better software ➡ Better security record (more eyes) ➡ Much more nimble development - frequent releases ➡ Direct user input ➡ Open Standards

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Licenses

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Why?➡ Copyright is the default ➡ Open Source is everywhere ➡ The license determines use, re-use and distribution ➡ Not understanding means risk

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License Goals➡ Ensure what parts remain open source ➡ Maintain control over code and direction ➡ Provide common implementation for standards ➡ Build community or commercial marketplace ➡ For most end-users, this is the sole touch-point

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True Open Source➡ For software to be Open Source, it must be under an OSI or

FSF approved Open Source License ➡ Open Source Definition: http://www.opensource.org/docs/osd ➡ Free Software Definition: http://www.gnu.org/philosophy/free-

sw.html ➡ New Open Source licenses are very hard to get approved ➡ There are really 3 main types

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Give me Credit

Permissive: ALv2 MIT BSD

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Give me Fixes

Weak Copyleft: EPL LGPL

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Give me Everything

Strong Copyleft GPLv2 GPLv3 AGPL

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One True License➡ There is no such thing ➡ Licensing is selected to address what you are trying to do ➡ In general, Open Standards do better with AL-like license ➡ If wide adoption is important to you: again AL. ➡ To restrict non-shared enhancements: copyleft

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Governance/Community

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Community➡ AKA: Governance

➡ Defines how the community operates ➡ How conflicts are resolved ➡ Growth path of the community

➡ code ➡ members

➡ Again, 3 main types

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Walled Garden

“All your base are belong to us.”

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BDFL

“Supreme executive power derives from a mandate from the

masses, not some farcical aquatic ceremony.”

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Meritocracy

“Out of Chaos comes Order”

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Community Building

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Use Email Lists

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Drive Consensus

+1

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No Poisonous People

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Play Nice, Share, Have Fun

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Thanks!

Twitter: @jimjag

Emails:[email protected]@apache.org [email protected]

http://www.slideshare.net/jimjag/