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Herding Cats:
  Governance in Free and Open Source Software




Sameer Verma, Ph.D.
Professor
Information Systems Department
San Francisco State University
San Francisco, California
sverma@sfsu.edu
http://verma.sfsu.edu


March 19, 2012 - CBMIS Program
Mona School of Business,
University of the West Indies, Jamaica
Thou shalt not print – His Stevenness

   May 2010. The iPad cannot print
   Cannot print or will not print?
   Who gets to decide?




    http://www.macrumors.com/2010/05/10/steve-jobs-says-printing-will-come-for-ipad/
A clever hack!
Ingenuity wins!




 Free and Open Source Software provides the
                 flexibility.

  How much freedom is too much freedom?
GNU Project

   GNU = GNU's not Unix
       recursive acronym
   Started by Richard M. Stallman in 1985
    
        http://groups.google.com/group/net.unix-wizards/msg/4dadd63a976019d7
Free Software Foundation


 The Free Software Foundation (FSF) is a 501(c)
 (3) non-profit organization based in Boston, MA,
USA. We rely on support from individuals like you
  to carry out our worldwide mission to preserve,
  protect and promote the freedom to use, study,
copy, modify, and redistribute computer software,
and to defend the rights of all free software users.
GNU General Public License

   V1 - 1989
   V2 - 1991
   V3 – 2007
   Most widely used FOSS License
   FSF is the keeper of GPL
What does “Free” mean?

   Free as in Freedom or Free as in Beer?
   Free implies “zero cost”
   Free implies “liberty”




                             or
Stallman's 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.
Open Source Initiative

   Created in 1998 to counter the confusion
    around the term “free”.“Free” is not business
    friendly.
   Open Source – simply put, the source code is
    open.
   First meeting
       Eric Raymond, Bruce Perens, Larry Augustin, Jon
        “maddog” Hall, Christine Peterson, Todd Anderson,
        Sam Ockman, Michael Tiemann.
       Christine Peterson suggested “open source”.
The Open Source Definition
                  http://opensource.org/docs/osd
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 Technology-Neutral
GPL Family - reciprocation

   GNU General Public License or GPL
   Lesser GPL, sometimes also referred to as
    Library GPL
   GNU Free Documentation License or GFDL


        Linux kernel is released under GPL version 2
BSD family - academic

   Sourced from AT&T Unix
   Heavily modified by UC Berkeley. Therefore
    called Berkeley Software Distribution.
       See history at
        http://www.oreilly.com/catalog/opensources/book/kirkmck.html
   Gave rise to many Unices, including Solaris,
    MacOSX, OpenBSD, FreeBSD, NetBSD etc.
   Have their own licenses.

          Android is released under the Apache license
So, which is it?

   Free/Libré Open Source Software (FLOSS)
   Free Software (FS)
   Open Source Software (OSS)
   Free and Open Source Software (FOSS)
   Varies by geography
   Used interchangeably
   What really matters is the license!
Licenses

   Complete list of FSF licenses
       http://www.fsf.org/licensing/education
   Complete list of OSI Licenses
       http://opensource.org/licenses/category
Creative Commons

   Creative Commons is analogous to FOSS
    except that they create licenses for content and
    not code.
        http://creativecommons.org/
   Listen to this (a capella):
        http://ccmixter.org/files/anjibee/19299
   Then listen to this (nicely remixed under a CC license):
        http://ccmixter.org/files/hepepe/20997
   Creativity grows and flows when allowed to mingle.
FOSS: Use anywhere

   Linux
   Unix
   Mac              Source code

   Windows          Object code
   …
   ...              OS Platform
Who uses FOSS

   Google, HP, Intel, Oracle, IBM, Amazon,
    Facebook, Twitter, Wikipedia, Internet
    Archive...and yes, Apple and Microsoft as well!




                   http://www.techdigest.tv/steve-ballmer-hands.jpg
Who uses FOSS

   UWI Mona...




                  http://coe-msb.org
Who uses FOSS




Providence Basic School, Kingston, Jamaica

                                             August Town Primary School, August Town, Jamaica



                                http://olpcjamaica.org.jm
Who uses FOSS

   ...and Lidia in the jungles of Peru.




              http://www.dailymotion.com/video/xby2uj_web-la-selva_tech
Learn more




             http://laptop.org
Explore




http://en.wikipedia.org/wiki/Free_and_open_source_software
Example: Debian

   Ian Murdock = Founder of Debian
   Deborah = Ian's girlfriend (now wife)
   Deb + Ian = Debian
   Now managed by a non-profit foundation
   Elects president via elections (democracy).
   Values technical contributions above all else.
   Limited bureaucracy is more enabling than
    coercive
Example: Ubuntu

   A project by Mark Shuttleworth, a Debian
    developer turned rich guy from South Africa.
       Ubuntu = Humanity towards others.
   Ubuntu is managed by community council,
    technical board and SABDFL
   Mark Shuttleworth is SABDFL
       Self-Appointed Benevolent Dictator for Life.
       Meritocracy
Governance Models?




No traditional models, but governance does exist.

             Governance is ad-hoc.
Questions? Ask away!
Made with the free stuff




            http://libreoffice.org

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Herding Cats: Governance in Free and Open Source Software

  • 1. Herding Cats: Governance in Free and Open Source Software Sameer Verma, Ph.D. Professor Information Systems Department San Francisco State University San Francisco, California sverma@sfsu.edu http://verma.sfsu.edu March 19, 2012 - CBMIS Program Mona School of Business, University of the West Indies, Jamaica
  • 2. Thou shalt not print – His Stevenness  May 2010. The iPad cannot print  Cannot print or will not print?  Who gets to decide? http://www.macrumors.com/2010/05/10/steve-jobs-says-printing-will-come-for-ipad/
  • 4. Ingenuity wins! Free and Open Source Software provides the flexibility. How much freedom is too much freedom?
  • 5. GNU Project  GNU = GNU's not Unix  recursive acronym  Started by Richard M. Stallman in 1985  http://groups.google.com/group/net.unix-wizards/msg/4dadd63a976019d7
  • 6. Free Software Foundation The Free Software Foundation (FSF) is a 501(c) (3) non-profit organization based in Boston, MA, USA. We rely on support from individuals like you to carry out our worldwide mission to preserve, protect and promote the freedom to use, study, copy, modify, and redistribute computer software, and to defend the rights of all free software users.
  • 7. GNU General Public License  V1 - 1989  V2 - 1991  V3 – 2007  Most widely used FOSS License  FSF is the keeper of GPL
  • 8. What does “Free” mean?  Free as in Freedom or Free as in Beer?  Free implies “zero cost”  Free implies “liberty” or
  • 9. Stallman's 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.
  • 10. Open Source Initiative  Created in 1998 to counter the confusion around the term “free”.“Free” is not business friendly.  Open Source – simply put, the source code is open.  First meeting  Eric Raymond, Bruce Perens, Larry Augustin, Jon “maddog” Hall, Christine Peterson, Todd Anderson, Sam Ockman, Michael Tiemann.  Christine Peterson suggested “open source”.
  • 11. The Open Source Definition http://opensource.org/docs/osd 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 Technology-Neutral
  • 12. GPL Family - reciprocation  GNU General Public License or GPL  Lesser GPL, sometimes also referred to as Library GPL  GNU Free Documentation License or GFDL Linux kernel is released under GPL version 2
  • 13. BSD family - academic  Sourced from AT&T Unix  Heavily modified by UC Berkeley. Therefore called Berkeley Software Distribution.  See history at http://www.oreilly.com/catalog/opensources/book/kirkmck.html  Gave rise to many Unices, including Solaris, MacOSX, OpenBSD, FreeBSD, NetBSD etc.  Have their own licenses. Android is released under the Apache license
  • 14. So, which is it?  Free/Libré Open Source Software (FLOSS)  Free Software (FS)  Open Source Software (OSS)  Free and Open Source Software (FOSS)  Varies by geography  Used interchangeably  What really matters is the license!
  • 15. Licenses  Complete list of FSF licenses  http://www.fsf.org/licensing/education  Complete list of OSI Licenses  http://opensource.org/licenses/category
  • 16. Creative Commons  Creative Commons is analogous to FOSS except that they create licenses for content and not code.  http://creativecommons.org/  Listen to this (a capella):  http://ccmixter.org/files/anjibee/19299  Then listen to this (nicely remixed under a CC license):  http://ccmixter.org/files/hepepe/20997  Creativity grows and flows when allowed to mingle.
  • 17. FOSS: Use anywhere  Linux  Unix  Mac Source code  Windows Object code  …  ... OS Platform
  • 18. Who uses FOSS  Google, HP, Intel, Oracle, IBM, Amazon, Facebook, Twitter, Wikipedia, Internet Archive...and yes, Apple and Microsoft as well! http://www.techdigest.tv/steve-ballmer-hands.jpg
  • 19. Who uses FOSS  UWI Mona... http://coe-msb.org
  • 20. Who uses FOSS Providence Basic School, Kingston, Jamaica August Town Primary School, August Town, Jamaica http://olpcjamaica.org.jm
  • 21. Who uses FOSS  ...and Lidia in the jungles of Peru. http://www.dailymotion.com/video/xby2uj_web-la-selva_tech
  • 22. Learn more http://laptop.org
  • 24. Example: Debian  Ian Murdock = Founder of Debian  Deborah = Ian's girlfriend (now wife)  Deb + Ian = Debian  Now managed by a non-profit foundation  Elects president via elections (democracy).  Values technical contributions above all else.  Limited bureaucracy is more enabling than coercive
  • 25. Example: Ubuntu  A project by Mark Shuttleworth, a Debian developer turned rich guy from South Africa.  Ubuntu = Humanity towards others.  Ubuntu is managed by community council, technical board and SABDFL  Mark Shuttleworth is SABDFL  Self-Appointed Benevolent Dictator for Life.  Meritocracy
  • 26. Governance Models? No traditional models, but governance does exist. Governance is ad-hoc.
  • 28. Made with the free stuff http://libreoffice.org