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Facilitating a Digital Commons with Free 
        and Open Source Software: 
   Paving the Way for Generations to 
                    Come




                                          Sameer Verma, Ph.D.
Colloquium                                Associate Professor
Research,Teaching and Service
                                          Information Systems Department
The University of the West Indies, 
Mona Campus, Jamaica                      San Francisco State University
Sept 18, 2008                             San Francisco, CA 94132 USA
                                       
Introduction ­ San Francisco State University


    ●   Part of the California State University system
        –   23 campuses, 450,000+ students, 24,000+ faculty
    ●   San Francisco State University
        –   8 colleges
        –   30,000+ students
        –   Undergraduate: 24,000 +
        –   Graduate: 6,000 +
        –   Faculty: 1,800 +
                                  
                                               http://www.sfsu.edu/
About myself




          
Software Freedom Day
    ●   Software Freedom Day 2008
        –   Celebrated by 600+ teams worldwide
    ●   UWI Mona Team
        –   Thursday, September 18, 2008
        –   http://softwarefreedomday.org/teams/centralandsouthamerica/Jamaica 

        –   FOSS for Windows 
             ●   http://www.theopendisc.com/ 
        –   UWI SFD 2008 Flyer

                                           
Anecdote




        
Open Document Format



    fazverma.wpd   >   fazlollahi­verma­dsi­1994.odt 

                     futureproofed!




                             
Commons
    ●   Gardens
    ●   Streets
    ●   Light posts
    ●   Bathrooms
    ●   Libraries
    ●   Internet Access?
    ●   Software?
 
    ●   Media?
            
Analog to Digital
    ●   A paper book is analog
        –   $$ for every extra copy
        –   A copy of a copy of a copy ...degrades each time you 
            make a copy
        –   Last for a few hundred years
    ●   An PDF book is digital
        –   Near zero $ for extra copies
        –   A copy of a copy of a copy ...is as perfect as the original
        –   Last forever
                                       
Going Digital
    ●   Thousands of books on a thumb drive
    ●   Replicate freely
    ●   Easy storage and retrieval
    ●   Translatable
        –   Language
        –   Script
        –   Audio
        –   Video
                               
Digital Repositories

                Paper Books                      Vinyl Records


                              01010101010101
                              1010100100101
CassetteTapes                     Digital                    Celluloid Movies
                               10010100001001
                              1010101001101010


                Paintings
                                                        Photos




                                        
DRM: Who's rights are these?
    ●   Digital Rights Management
        –   Protect copyrights
        –   Do users have no rights?
        –   Whose rights are being protected?
    ●   Digital Restrictions Management!
        –   What if Apple/Microsoft/Adobe/... went out of 
            business?
        –   Your book will no longer “open”

                                    
●   sustainable
      ●   long term
      ●   representative
      ●   accessible
      ●   ...
      ●   futureproof



    Digital Commons

                 
FOSS: Free and Open Source




    A platform for building sustainable digital 
                    commons




                          
Free and Open Source Software
            ●   peer reviewed
            ●   transparent
            ●   meritocratic




                        
Free and Open Source Software
            ●   peer reviewed
            ●   transparent
            ●   meritocratic



          Academic Process

                        
Free and Open Source Software
    ●   Two viewpoints:
        –   Free Software (http://fsf.org)
        –   Open Source Software (http://opensource.org)
    ●   FOSS: A public commons approach
    ●   Who's involved:
        –   Individuals
        –   Community groups
        –   Non­profit foundations
        –   Software corporations     
Four Freedoms
    ●   Freedom 0: The freedom to run the program, for any 
        purpose.
    ●   Freedom 1: The freedom to study how the program works, 
        and adapt it to your needs.
    ●   Freedom 2: The freedom to redistribute copies so you can 
        help your neighbor.
    ●   Freedom 3: The freedom to improve the program, and 
        release your improvements to the public, so that the whole 
        community benefits.


                                    
The Open Source Definition
    1. Free Redistribution
    2. Source Code
    3. Derived Works
    4. Integrity of The Author's Source Code
    5. No Discrimination Against Persons or Groups
    6. No Discrimination Against Fields of Endeavor
    7. Distribution of License
    8. License Must Not Be Specific to a Product
    9. License Must Not Restrict Other Software
    10. License Must Be Technology­Neutral
                                        
Software Licensing
    ●   Why is a license needed?
        –   Public domain implies no control over intellectual 
            property rights
        –   License defines the terms and conditions for use of 
            intellectual property
             ●   Copyrights apply to expressions
             ●   Patents apply to ideas
        –   Copyright enforceable via a license


                                           
Contractual nature of license



Rosen, L (2005)
“...license is used to describe the legal way a 
copyright and patent owner grants permission to 
others to use his intellectual property.”



    Rosen, L. (2005). Open source licensing: Software freedom and intellectual property law. 
       Upper Saddle River, NJ: Prentice Hall.     
FOSS Licenses
    ●   72 approved licenses
        –   9 popular               important

        –   3 special purpose
        –   5 miscellaneous
        –   8 redundant
        –   26 non­reusable
        –   5 superseded
        –   4 retired

 
        –   12 uncategorized     
Categorization

      ●   Reciprocal
      ●   Academic
      ●   Standards
      ●   Content




               
Reciprocal vs Academic
Reciprocal: significant changes to source code 
●


must be put back into the public commons
    ●   Linux
●Academic: Academic/Government grant project. 
Putting code back into the commons is optional
    ●   BSD Unix
        ●   Solaris
        ●   MacOSX


                            
Who does FOSS?




           
Google




       
IBM




      
Oracle




       
Sun Microsystems




            
HP




     
Microsoft




         
Free and Open Source Software




               Examples




                   
Mozilla Firefox




            
Ubuntu Linux




          
SugarCRM




        
OpenOffice




         
Nokia Maemo




          
Openmoko




        
Android




        
Tuxpaint




        
Projects


    ●   Research
    ●   Teaching
    ●   Service




            
FOSS: Policy and Implementation
    ●   ICT Policy
    ●   Infrastructure
    ●   Availability of Software
    ●   Software Piracy
    ●   Localization of non­English languages




                              
ASEAN
                                                                    Singapore
    ●   10 countries in ASEAN
                                                                    Malaysia
        –   Association of South­East Asian Nations 
                                                                    Brunei D.
    ●   UNDP:
                                                                    Thailand
        –   “The vision is that developing countries in 
            the Asia­Pacific Region can achieve rapid               Philippines
            and sustained economic and social                       Indonesia
            development by using affordable yet                     Viet Nam
            effective FOSS ICT solutions to bridge 
                                                                    Cambodia
            the digital divide.” 
                                                                    Myanmar
                                                                    Laos

    UNDP International Open Source Network: http://www.iosn.net/ 
                                             
Methodology
      Phase 1               Phase 2                  Phase 3




    OSS adoption in 
    ASEAN nations
       Indonesia              Indonesia
       Singapore           IT Infrastructure
       Malaysia           Software Industry
       Thailand           Geographic spread      Adoption Survey
        Vietnam           Local involvement
       Cambodia          Government actions
         Laos             Localization efforts
        Brunei
      Philippines
                                 
       Myanmar
Use of FOSS across ASEAN




                
Studies
    ●   ASEAN group of nations
        –   Data collection
        –   Profiling
        –   Policies
    ●   Indonesia
        –   Survey
        –   Interviews


                                  
Policies matter...




    ...but implementation speaks volumes




                      
Classroom: Unit of focus




       vocational or educational




                    
Multimedia Applications
    ●   The experiment
        –   Software needed for the class: Approx. $200
        –   Will a student at a public university spend $200 on 
            software for a semester?
        –   Can FOSS tools adequately fill the need?
    ●   Important: Choice of tool should be based on 
        the curriculum and not the other way around.


                                    
Applications
    • GIMP – Bitmapped graphics
    • Blender – 3D rendering
    • Inkscape – Scalable Vector Graphics
    • Audacity – Audio editing and manipulation
    • Scribus – Desktop Publishing
    • Tux paint – Fun for kids...and grown ups!
    • Kino – Non­linear Digital Video Editor
    • Drupal* – Web 2.0 CMS
                                               Total:    $0.00
     *Server-side             
Assignment
    ●   ccmixter.org
           • Audio assignment 
             based on ccmixter.org 
             samples and loops
           • Students download 
             vocals, drum loops, 
             effects, etc. and use 
             Audacity to mix and 
             recreate tracks.
           • Learn audio tools and 
             legal aspects via 
             Creative Commons 
             licenses                  
Assessment
    ●   Are students really satisfied with a FOSS 
        platform?
    ●   Are we providing education or training?
    ●   We are conducted surveys using a “user 
        satisfaction” instrument.




                               
Lessons learned
    ●   FOSS must meet curricular needs.
    ●   Advocacy works. Evangelism does not. 
    ●   Innovative technology.
    ●   Collaborative software development.
    ●   Ethics and legalities of the digital domain.




                                  
Campus IT services




    learning management systems




                  
Learning Management at SF State
    ●   Moodle, Drupal, DIVA, Mahara, 
        Coursestream, ...
         –   Software Fanaticism or Weighted Scoring?




                                   
Community Service




      [global] community




               
One Laptop Per Child
           OLPC­SF




                     Somebody is finally 
                       thinking of the 
                          children!




               
a different generation




                             ­my compi!
                             Mira Verma
School Galadima, Abuja City, Nigeria 
    See http://wiki.laptop.org/go/Galadima 
                           
                                     
    Samkha village located in the suburbs of northern Thailand
    See http://wiki.laptop.org/go/OLPC_Thailand/Ban_Samkha 
                             
        Khairat school is India's pilot site.
    See  http://wiki.laptop.org/go/OLPC_India 
Sugar: a different interface




                  
Sweet as Sugar!




                                    
    http://laptopgiving.org/en/software­and­interface.php 
     
school...to go




           
FOSS makes it happen




              
OLPC Enthusiasts, Jamaica
    ●   Mailing list
         –   http://lists.laptop.org/listinfo/olpc­jamaica
    ●   Web
         –   http://wiki.laptop.org/go/OLPC_Jamaica




                                         
Beyond Software
    ●   Wealth of Networks (Yochai Benkler)
        –   http://en.wikipedia.org/wiki/The_Wealth_of_Networks
    ●   Creative Commons (Lawrence Lessig)
        –   http://creativecommons.org/ 
    ●   Wikipedia
        –   http://www.wikipedia.org/ 
    ●   Open Access Journals
             ●   Public Library of Science (http://www.plos.org/)
             ●   BioMedCentral (http://www.biomedcentral.com/)
                                          
             ●   Harvard Open Access Policy (http://fas.harvard.edu/)
 
    free, open, creative, meritocratic, peer­reviewed, 
                 educational, innovative




                         you  
 
    free, open, creative, meritocratic, peer­reviewed, 
                 educational, innovative




                    participate


                         you  
You must be the change you wish to see in the world.  
                                    ­­mohandas k. gandhi




                               
meritocracy rules!



             

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Facilitating a Digital Commons with FOSS

  • 1. Facilitating a Digital Commons with Free  and Open Source Software:  Paving the Way for Generations to  Come Sameer Verma, Ph.D. Colloquium Associate Professor Research,Teaching and Service Information Systems Department The University of the West Indies,  Mona Campus, Jamaica  San Francisco State University Sept 18, 2008 San Francisco, CA 94132 USA    
  • 2. Introduction ­ San Francisco State University ● Part of the California State University system – 23 campuses, 450,000+ students, 24,000+ faculty ● San Francisco State University – 8 colleges – 30,000+ students – Undergraduate: 24,000 + – Graduate: 6,000 + – Faculty: 1,800 +     http://www.sfsu.edu/
  • 4. Software Freedom Day ● Software Freedom Day 2008 – Celebrated by 600+ teams worldwide ● UWI Mona Team – Thursday, September 18, 2008 – http://softwarefreedomday.org/teams/centralandsouthamerica/Jamaica  – FOSS for Windows  ● http://www.theopendisc.com/  – UWI SFD 2008 Flyer    
  • 6. Open Document Format fazverma.wpd   >   fazlollahi­verma­dsi­1994.odt  futureproofed!    
  • 7. Commons ● Gardens ● Streets ● Light posts ● Bathrooms ● Libraries ● Internet Access? ● Software?   ● Media?  
  • 8. Analog to Digital ● A paper book is analog – $$ for every extra copy – A copy of a copy of a copy ...degrades each time you  make a copy – Last for a few hundred years ● An PDF book is digital – Near zero $ for extra copies – A copy of a copy of a copy ...is as perfect as the original – Last forever    
  • 9. Going Digital ● Thousands of books on a thumb drive ● Replicate freely ● Easy storage and retrieval ● Translatable – Language – Script – Audio – Video    
  • 10. Digital Repositories Paper Books Vinyl Records 01010101010101 1010100100101 CassetteTapes Digital Celluloid Movies 10010100001001 1010101001101010 Paintings Photos    
  • 11. DRM: Who's rights are these? ● Digital Rights Management – Protect copyrights – Do users have no rights? – Whose rights are being protected? ● Digital Restrictions Management! – What if Apple/Microsoft/Adobe/... went out of  business? – Your book will no longer “open”    
  • 12. sustainable ● long term ● representative ● accessible ● ... ● futureproof Digital Commons    
  • 13. FOSS: Free and Open Source A platform for building sustainable digital  commons    
  • 14. Free and Open Source Software ● peer reviewed ● transparent ● meritocratic    
  • 15. Free and Open Source Software ● peer reviewed ● transparent ● meritocratic Academic Process    
  • 16. Free and Open Source Software ● Two viewpoints: – Free Software (http://fsf.org) – Open Source Software (http://opensource.org) ● FOSS: A public commons approach ● Who's involved: – Individuals – Community groups – Non­profit foundations   – Software corporations  
  • 17. Four Freedoms ● Freedom 0: The freedom to run the program, for any  purpose. ● Freedom 1: The freedom to study how the program works,  and adapt it to your needs. ● Freedom 2: The freedom to redistribute copies so you can  help your neighbor. ● Freedom 3: The freedom to improve the program, and  release your improvements to the public, so that the whole  community benefits.    
  • 18. The Open Source Definition 1. Free Redistribution 2. Source Code 3. Derived Works 4. Integrity of The Author's Source Code 5. No Discrimination Against Persons or Groups 6. No Discrimination Against Fields of Endeavor 7. Distribution of License 8. License Must Not Be Specific to a Product 9. License Must Not Restrict Other Software 10. License Must Be Technology­Neutral    
  • 19. Software Licensing ● Why is a license needed? – Public domain implies no control over intellectual  property rights – License defines the terms and conditions for use of  intellectual property ● Copyrights apply to expressions ● Patents apply to ideas – Copyright enforceable via a license    
  • 20. Contractual nature of license Rosen, L (2005) “...license is used to describe the legal way a  copyright and patent owner grants permission to  others to use his intellectual property.” Rosen, L. (2005). Open source licensing: Software freedom and intellectual property law.    Upper Saddle River, NJ: Prentice Hall.  
  • 21. FOSS Licenses ● 72 approved licenses – 9 popular important – 3 special purpose – 5 miscellaneous – 8 redundant – 26 non­reusable – 5 superseded – 4 retired   – 12 uncategorized  
  • 22. Categorization ● Reciprocal ● Academic ● Standards ● Content    
  • 23. Reciprocal vs Academic Reciprocal: significant changes to source code  ● must be put back into the public commons ● Linux ●Academic: Academic/Government grant project.  Putting code back into the commons is optional ● BSD Unix ● Solaris ● MacOSX    
  • 26. IBM    
  • 29. HP    
  • 40. Projects ● Research ● Teaching ● Service    
  • 41. FOSS: Policy and Implementation ● ICT Policy ● Infrastructure ● Availability of Software ● Software Piracy ● Localization of non­English languages    
  • 42. ASEAN Singapore ● 10 countries in ASEAN Malaysia – Association of South­East Asian Nations  Brunei D. ● UNDP: Thailand – “The vision is that developing countries in  the Asia­Pacific Region can achieve rapid  Philippines and sustained economic and social  Indonesia development by using affordable yet  Viet Nam effective FOSS ICT solutions to bridge  Cambodia the digital divide.”  Myanmar Laos UNDP International Open Source Network: http://www.iosn.net/     
  • 43. Methodology Phase 1 Phase 2 Phase 3 OSS adoption in  ASEAN nations Indonesia Indonesia Singapore IT Infrastructure Malaysia Software Industry Thailand Geographic spread Adoption Survey Vietnam Local involvement Cambodia Government actions Laos Localization efforts Brunei Philippines     Myanmar
  • 45. Studies ● ASEAN group of nations – Data collection – Profiling – Policies ● Indonesia – Survey – Interviews    
  • 46. Policies matter... ...but implementation speaks volumes    
  • 47. Classroom: Unit of focus vocational or educational    
  • 48. Multimedia Applications ● The experiment – Software needed for the class: Approx. $200 – Will a student at a public university spend $200 on  software for a semester? – Can FOSS tools adequately fill the need? ● Important: Choice of tool should be based on  the curriculum and not the other way around.    
  • 49. Applications • GIMP – Bitmapped graphics • Blender – 3D rendering • Inkscape – Scalable Vector Graphics • Audacity – Audio editing and manipulation • Scribus – Desktop Publishing • Tux paint – Fun for kids...and grown ups! • Kino – Non­linear Digital Video Editor • Drupal* – Web 2.0 CMS Total:  $0.00   *Server-side  
  • 50. Assignment ● ccmixter.org • Audio assignment  based on ccmixter.org  samples and loops • Students download  vocals, drum loops,  effects, etc. and use  Audacity to mix and  recreate tracks. • Learn audio tools and  legal aspects via  Creative Commons    licenses  
  • 51. Assessment ● Are students really satisfied with a FOSS  platform? ● Are we providing education or training? ● We are conducted surveys using a “user  satisfaction” instrument.    
  • 52. Lessons learned ● FOSS must meet curricular needs. ● Advocacy works. Evangelism does not.  ● Innovative technology. ● Collaborative software development. ● Ethics and legalities of the digital domain.    
  • 53. Campus IT services learning management systems    
  • 54. Learning Management at SF State ● Moodle, Drupal, DIVA, Mahara,  Coursestream, ... – Software Fanaticism or Weighted Scoring?    
  • 55. Community Service [global] community    
  • 56. One Laptop Per Child OLPC­SF Somebody is finally  thinking of the  children!    
  • 57. a different generation ­my compi!     Mira Verma
  • 58. School Galadima, Abuja City, Nigeria  See http://wiki.laptop.org/go/Galadima     
  • 59.     Samkha village located in the suburbs of northern Thailand See http://wiki.laptop.org/go/OLPC_Thailand/Ban_Samkha 
  • 60.     Khairat school is India's pilot site. See  http://wiki.laptop.org/go/OLPC_India 
  • 62. Sweet as Sugar!     http://laptopgiving.org/en/software­and­interface.php 
  • 63.    
  • 66. OLPC Enthusiasts, Jamaica ● Mailing list – http://lists.laptop.org/listinfo/olpc­jamaica ● Web – http://wiki.laptop.org/go/OLPC_Jamaica    
  • 67. Beyond Software ● Wealth of Networks (Yochai Benkler) – http://en.wikipedia.org/wiki/The_Wealth_of_Networks ● Creative Commons (Lawrence Lessig) – http://creativecommons.org/  ● Wikipedia – http://www.wikipedia.org/  ● Open Access Journals ● Public Library of Science (http://www.plos.org/) ● BioMedCentral (http://www.biomedcentral.com/)     ● Harvard Open Access Policy (http://fas.harvard.edu/)
  • 68.   free, open, creative, meritocratic, peer­reviewed,  educational, innovative   you  
  • 69.   free, open, creative, meritocratic, peer­reviewed,  educational, innovative participate   you