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User initiative for improving OOXML
integration in LibreOffice/OpenOffice.org
 Dr. Matthias Stürmer, Ernst & Young Switzerland
 October 14th 2011, LibreOffice Conference, Paris
Short bio of Matthias Stürmer

                                Matthias Stürmer studied business administration and
                                computer science at University of Bern until 2005 and
                                finished his doctoral dissertation at the Chair of Strategic
                                Management and Innovation at ETH Zürich in 2009.
                                His research focused on open source communities and
                                firm involvement, the title of his PhD thesis is "How Firms
                                Make Friends: Communities in Private-Collective
                                Innovation".
                                He then worked for one year at Liip AG, a Swiss software
                                company creating agile Internet solutions based on open
Dr. Matthias Stürmer            source technologies.
Senior Advisor
Ernst & Young AG                Since 2010 he is Senior Advisor at Ernst & Young in Bern
Belpstrasse 23                  specializing on open source, open government data, and
3001 Bern                       social media.
Switzerland
                                Matthias Stürmer is member of the board of Swiss Open
matthias.stuermer@ch.ey.com
Work: +41 58 286 61 97          System User Group /ch/open, secretary of the Swiss
Mobile: +41 58 289 61 97        Parliamentarian Group for Digital Sustainability, and
                                project leader of www.opensource.ch and other open
                                source initiatives.

                                                                                                          2
                              User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
Agenda

1. Why promoting a proprietary format?
2. Workshop schedule and participants
3. Summary of the workshop
4. Results and next steps




                                                                                                 3
                     User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
Why promoting a proprietary format?
To increase adoption of LibreOffice!




                                                                                            4
                User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
Motivation of the initiative

 Currently Microsoft's Office Open XML (OOXML) format is
 not well integrated in LibreOffice/OpenOffice.org.
 However, this is necessary to successfully complete and
 maintain migrations towards LibreOffice/OpenOffice.org.
 Today various public institutions have switched to
 LibreOffice/OpenOffice.org and fully use the Open Document
 Format (ODF) internally.
 Nevertheless citizens, businesses, NGOs, and other public
 stakeholders continue to send OOXML documents, especially
 .docx files.
 These external stakeholders expect that the public institution
 are able to handle such files.

                                                                                                 5
                     User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
Major technical issues

 Opening OOXML formats is possible with current versions of
 LibreOffice/OpenOffice.org
 Unknown if visualization is conform to Microsoft Office 20XX
 Most relevant OOXML support issues:
   Layout of .docx documents regarding frames, images,
   tables, enumerations, header/footers etc.
   Fonts embedding (resulting in wrong or different layout of
   documents)
   Comments layout and editing in .docx and .xslx
   Change tracking within .docx files



                                                                                                 6
                     User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
Collective action problem in open source projects

 “Scratching a developer's itch” does not always work for
 public administrations because they have different itches.
 While open source projects bring great advantages for their
 users, it inherently bears the problem of „collective action“.
 Although it would be beneficial for all users to implement
 enhancements in open source projects, no single
 stakeholder is willing to invest sufficient resources to
 accomplish this considerable development effort alone while
 all the other beneficiaries would free-ride on the solution.
 Therefore often status quo does not represent the optimum.
 In order to solve this challenge coordinated action among
 the stakeholders is necessary.
                                                                                                 7
                     User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
How to solve the collective action problem

 Phase 1: Initialization
 a) Mobilize attention and interest of several open source software users
 b) Create clear and common understanding of the issues, ask the experts
 c) Aggregate and specify the requirements, prioritize and cluster them

 Phase 2: Funding
 a) Organize coordination for Request for Proposals (RFP)
 b) Send out specification to potential implementers
 c) Do fundraising for the best proposal

 Phase 3: Implementation
 a) Organize project management, sign contracts, start implementing
 b) Do testing among the open source software users, finalize development
 c) Publish resulting source code, pass it upstream to the open source project

                                                                                                       8
                           User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
2. Workshop schedule and participants
Who is who




                                                                                         9
             User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
Workshop location and schedule

 October 10/11, 2011 at Ernst & Young in Zürich

 Day 1:
  Identification of common issues (users)
  Technical challenges and innovative solutions regarding
  OOXML (developers)

 Day 2:
  Specification of use cases regarding requirements and
  technical aspects (users and developers in groups)
  Discussion and prioritization of use cases (all)
  Funding models of implementation phase (users)
                                                                                                10
                     User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
Participating organizations

 Public Institutions
 City of Freiburg i.B.
 City of München
 City of Jena
 Swiss Federal Court
 Federal Strategy Unit for IT (ISB)
 Another Swiss federal agency
 Canton of Vaud


 Community organizations
 Association Swiss Open Systems User Group /ch/open
 Association Freies Office Deutschland e.V.
 (former association OpenOffice.org Deutschland e.V.)
 Open Source Business Alliance OSBA (merger of Linux-Verband and Lisog)

                                                                                                       11
                            User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
Workshop participants

 Public administration:                                      LibreOffice/OpenOffice.org/OOXML:
 Rüdiger Czieschla, City of Freiburg                         Thorsten Behrens, Novell
 Andreas Kawohl, City of Freiburg                            Florian Reuter, self-employed developer
 Andor Ertsey, City of München                               Svante Schubert, self-employed developer
 Dr. Jutta Kreyss, City of München                           Thomas Uhl, Open Source Business Alliance
 Dr. Martin Reinhardt, City of Jena                          Dr. Frank Siebert, Freies Office Deutschland e.V.
 Dr. Harro Rosner, City of Jena                              Lothar K. Becker, Freies Office Deutschland e.V.
 Marc von Weissenfluh, Swiss Federal Court                   Mario Wendt, Microsoft
 Daniel Brunner, Swiss Federal Court                         Stefan Stüring, KO GmbH
                                                             Tobias Hintze, KO GmbH
                                                             Jos van den Oever, KO GmbH

 Ernst & Young:
 Dr. Matthias Stürmer, workshop leader
 Mario Aeby, assistent




                                                                                                                  12
                                       User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
3. Summary of the workshop
Method on how to bring public administrators and
    open source developers to collaborate




                                                                                          13
               User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
Challenges



 Stakeholders
   Users: public institutions
   Developers: LibreOffice and OOXML filter programmers

 Challenges
  Huge knowledge gap: terminology, standard specification,
  structures and processes within public administrations etc.
  Different perspectives: input oriented vs. output oriented
  Different interests: perfect implementation vs. solving problem

  How to bring them and collaborate together?
                                                                                                  14
                       User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
Example: technical insight for users (like myself ;)

 Important difference between
 a) error in OOXML filter
 b) missing OOXML feature within LibreOffice/OpenOffice.org

 What does that mean?
 a) Little effort to correct OOXML filter
 b) Large effort to implement new office feature

 Example of not correctly displayed OOXML standard:
 Alternating row colors of tables within .docx files
   Little effort to 'hard format' colors (however loss of information)
   Large effort to program this feature in office application,
   missing feature in ODF standard

                                                                                                      15
                           User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
Structure of a use case




                                                                                             16
                  User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
Positioning of the identified use cases


                  1000 days

                                       possible
                                       show                      strategic
                    100 days           stoppers                  features

Estimated effort
→ defined by developers

                     10 days           low                       special
                                       hanging                   wishes
                                       fruits
                      1 day
                               today         ½ year          1 year           3 years

            Priority regarding implementation → defined by users (public institutions)

                                                                                                             17
                                  User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
18
User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
4. Results and next steps
“Correct presentation of OOXML documents in open
             source office applications”




                                                                                         19
              User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
Most urgent use cases - low hanging fruits?

 Use case bundle is called “Layout-preserving view of
 OOXML documents in open source office applications”

 Targeted use cases:
 1. Formatting of frames and images within .docx
 2. Formatting of tables within .docx
 3. Formatting of lists and numbers within .docx
 4. Formatting of comments within .docx and .xlsx
 5. Font embedding for both OOXML and ODF

 Every use case is specified by test documents

                                                                                                20
                     User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
Current status of the user initiative

 Phase 1: Initialization
 a) Mobilize attention and interest of several open source software users
 b) Create clear and common understanding of the issues, ask the experts
 c) Aggregate and specify the requirements, prioritize and cluster them

 Phase 2: Funding
 a) Organize coordination for Request for Proposals (RFP)
 b) Send out specification to potential implementers
 c) Do fundraising for the best proposal

 Phase 3: Implementation
 a) Organize project management, sign contracts with implementers
 b) Do testing among the open source software users, finalize development
 c) Publish resulting source code, pass it upstream to the open source project

                                                                                                      21
                           User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
Initialization
Phase 2: Funding                                                                           Funding
                                                                                        Implemetation



Funding model “intermediary”:

                                                            Problem: Public procurement
                                                            regulations requires clear results
                      Funding partner 1
                                                            for spoken money

          Funding partner 2


                                                   Intermediary:                       Implementing
 Funding partner 3                                 Coordination                          company
                                                   and contracts


      Funding partner 4
                              Funding partner 5           Funding partner X


                                                                                                         22
                              User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
Initialization
Phase 2: Funding                                                                        Funding
                                                                                     Implemetation



Funding model “cake slices”:
Technically there is one                                   Legally there are several contracts
job to do: the cake                                        which each define some specific
                                                           requirements: the slices

Funding partner 1
Funding partner 2
Funding partner 3                Intermediary:
                                 Coordination                                     Implementing
Funding partner 4               but no contracts                                    company
Funding partner 5
Funding partner X
                                                                        There will be one
                                                                        implementing company
                                                                        that makes several
                                                                        contracts


                                                                                                      23
                           User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
Call to action to LibreOffice community

 Please support and promote and don't hinder the initiative
 Provide feedback on the specification once published
 Offer your programming services once RFP is out
 Start programming today without pay ;)




                                                    Thank you
                                                    for your
                                                    support!

                                                                                                24
                     User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
Comments, Questions
 Dr. Matthias Stürmer
 matthias.stuermer@ch.ey.com
 +41 58 286 61 97



       All text and image content in this document is licensed under the Creative Commons Attribution-Share Alike 3.0 License
       (unless otherwise specified). "LibreOffice" and "The Document Foundation" are registered trademarks. Their respective logos
       and icons are subject to international copyright laws. The use of these therefore is subject to the trademark policy.




                                                                                                      25
                           User initiative for improving OOXML integration in LibreOffice/OpenOffice.org

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User initiative for improving OOXML integration in LibreOffice/OpenOffice.org

  • 1. User initiative for improving OOXML integration in LibreOffice/OpenOffice.org Dr. Matthias Stürmer, Ernst & Young Switzerland October 14th 2011, LibreOffice Conference, Paris
  • 2. Short bio of Matthias Stürmer Matthias Stürmer studied business administration and computer science at University of Bern until 2005 and finished his doctoral dissertation at the Chair of Strategic Management and Innovation at ETH Zürich in 2009. His research focused on open source communities and firm involvement, the title of his PhD thesis is "How Firms Make Friends: Communities in Private-Collective Innovation". He then worked for one year at Liip AG, a Swiss software company creating agile Internet solutions based on open Dr. Matthias Stürmer source technologies. Senior Advisor Ernst & Young AG Since 2010 he is Senior Advisor at Ernst & Young in Bern Belpstrasse 23 specializing on open source, open government data, and 3001 Bern social media. Switzerland Matthias Stürmer is member of the board of Swiss Open matthias.stuermer@ch.ey.com Work: +41 58 286 61 97 System User Group /ch/open, secretary of the Swiss Mobile: +41 58 289 61 97 Parliamentarian Group for Digital Sustainability, and project leader of www.opensource.ch and other open source initiatives. 2 User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
  • 3. Agenda 1. Why promoting a proprietary format? 2. Workshop schedule and participants 3. Summary of the workshop 4. Results and next steps 3 User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
  • 4. Why promoting a proprietary format? To increase adoption of LibreOffice! 4 User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
  • 5. Motivation of the initiative Currently Microsoft's Office Open XML (OOXML) format is not well integrated in LibreOffice/OpenOffice.org. However, this is necessary to successfully complete and maintain migrations towards LibreOffice/OpenOffice.org. Today various public institutions have switched to LibreOffice/OpenOffice.org and fully use the Open Document Format (ODF) internally. Nevertheless citizens, businesses, NGOs, and other public stakeholders continue to send OOXML documents, especially .docx files. These external stakeholders expect that the public institution are able to handle such files. 5 User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
  • 6. Major technical issues Opening OOXML formats is possible with current versions of LibreOffice/OpenOffice.org Unknown if visualization is conform to Microsoft Office 20XX Most relevant OOXML support issues: Layout of .docx documents regarding frames, images, tables, enumerations, header/footers etc. Fonts embedding (resulting in wrong or different layout of documents) Comments layout and editing in .docx and .xslx Change tracking within .docx files 6 User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
  • 7. Collective action problem in open source projects “Scratching a developer's itch” does not always work for public administrations because they have different itches. While open source projects bring great advantages for their users, it inherently bears the problem of „collective action“. Although it would be beneficial for all users to implement enhancements in open source projects, no single stakeholder is willing to invest sufficient resources to accomplish this considerable development effort alone while all the other beneficiaries would free-ride on the solution. Therefore often status quo does not represent the optimum. In order to solve this challenge coordinated action among the stakeholders is necessary. 7 User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
  • 8. How to solve the collective action problem Phase 1: Initialization a) Mobilize attention and interest of several open source software users b) Create clear and common understanding of the issues, ask the experts c) Aggregate and specify the requirements, prioritize and cluster them Phase 2: Funding a) Organize coordination for Request for Proposals (RFP) b) Send out specification to potential implementers c) Do fundraising for the best proposal Phase 3: Implementation a) Organize project management, sign contracts, start implementing b) Do testing among the open source software users, finalize development c) Publish resulting source code, pass it upstream to the open source project 8 User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
  • 9. 2. Workshop schedule and participants Who is who 9 User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
  • 10. Workshop location and schedule October 10/11, 2011 at Ernst & Young in Zürich Day 1: Identification of common issues (users) Technical challenges and innovative solutions regarding OOXML (developers) Day 2: Specification of use cases regarding requirements and technical aspects (users and developers in groups) Discussion and prioritization of use cases (all) Funding models of implementation phase (users) 10 User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
  • 11. Participating organizations Public Institutions City of Freiburg i.B. City of München City of Jena Swiss Federal Court Federal Strategy Unit for IT (ISB) Another Swiss federal agency Canton of Vaud Community organizations Association Swiss Open Systems User Group /ch/open Association Freies Office Deutschland e.V. (former association OpenOffice.org Deutschland e.V.) Open Source Business Alliance OSBA (merger of Linux-Verband and Lisog) 11 User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
  • 12. Workshop participants Public administration: LibreOffice/OpenOffice.org/OOXML: Rüdiger Czieschla, City of Freiburg Thorsten Behrens, Novell Andreas Kawohl, City of Freiburg Florian Reuter, self-employed developer Andor Ertsey, City of München Svante Schubert, self-employed developer Dr. Jutta Kreyss, City of München Thomas Uhl, Open Source Business Alliance Dr. Martin Reinhardt, City of Jena Dr. Frank Siebert, Freies Office Deutschland e.V. Dr. Harro Rosner, City of Jena Lothar K. Becker, Freies Office Deutschland e.V. Marc von Weissenfluh, Swiss Federal Court Mario Wendt, Microsoft Daniel Brunner, Swiss Federal Court Stefan Stüring, KO GmbH Tobias Hintze, KO GmbH Jos van den Oever, KO GmbH Ernst & Young: Dr. Matthias Stürmer, workshop leader Mario Aeby, assistent 12 User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
  • 13. 3. Summary of the workshop Method on how to bring public administrators and open source developers to collaborate 13 User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
  • 14. Challenges Stakeholders Users: public institutions Developers: LibreOffice and OOXML filter programmers Challenges Huge knowledge gap: terminology, standard specification, structures and processes within public administrations etc. Different perspectives: input oriented vs. output oriented Different interests: perfect implementation vs. solving problem How to bring them and collaborate together? 14 User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
  • 15. Example: technical insight for users (like myself ;) Important difference between a) error in OOXML filter b) missing OOXML feature within LibreOffice/OpenOffice.org What does that mean? a) Little effort to correct OOXML filter b) Large effort to implement new office feature Example of not correctly displayed OOXML standard: Alternating row colors of tables within .docx files Little effort to 'hard format' colors (however loss of information) Large effort to program this feature in office application, missing feature in ODF standard 15 User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
  • 16. Structure of a use case 16 User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
  • 17. Positioning of the identified use cases 1000 days possible show strategic 100 days stoppers features Estimated effort → defined by developers 10 days low special hanging wishes fruits 1 day today ½ year 1 year 3 years Priority regarding implementation → defined by users (public institutions) 17 User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
  • 18. 18 User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
  • 19. 4. Results and next steps “Correct presentation of OOXML documents in open source office applications” 19 User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
  • 20. Most urgent use cases - low hanging fruits? Use case bundle is called “Layout-preserving view of OOXML documents in open source office applications” Targeted use cases: 1. Formatting of frames and images within .docx 2. Formatting of tables within .docx 3. Formatting of lists and numbers within .docx 4. Formatting of comments within .docx and .xlsx 5. Font embedding for both OOXML and ODF Every use case is specified by test documents 20 User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
  • 21. Current status of the user initiative Phase 1: Initialization a) Mobilize attention and interest of several open source software users b) Create clear and common understanding of the issues, ask the experts c) Aggregate and specify the requirements, prioritize and cluster them Phase 2: Funding a) Organize coordination for Request for Proposals (RFP) b) Send out specification to potential implementers c) Do fundraising for the best proposal Phase 3: Implementation a) Organize project management, sign contracts with implementers b) Do testing among the open source software users, finalize development c) Publish resulting source code, pass it upstream to the open source project 21 User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
  • 22. Initialization Phase 2: Funding Funding Implemetation Funding model “intermediary”: Problem: Public procurement regulations requires clear results Funding partner 1 for spoken money Funding partner 2 Intermediary: Implementing Funding partner 3 Coordination company and contracts Funding partner 4 Funding partner 5 Funding partner X 22 User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
  • 23. Initialization Phase 2: Funding Funding Implemetation Funding model “cake slices”: Technically there is one Legally there are several contracts job to do: the cake which each define some specific requirements: the slices Funding partner 1 Funding partner 2 Funding partner 3 Intermediary: Coordination Implementing Funding partner 4 but no contracts company Funding partner 5 Funding partner X There will be one implementing company that makes several contracts 23 User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
  • 24. Call to action to LibreOffice community Please support and promote and don't hinder the initiative Provide feedback on the specification once published Offer your programming services once RFP is out Start programming today without pay ;) Thank you for your support! 24 User initiative for improving OOXML integration in LibreOffice/OpenOffice.org
  • 25. Comments, Questions Dr. Matthias Stürmer matthias.stuermer@ch.ey.com +41 58 286 61 97 All text and image content in this document is licensed under the Creative Commons Attribution-Share Alike 3.0 License (unless otherwise specified). "LibreOffice" and "The Document Foundation" are registered trademarks. Their respective logos and icons are subject to international copyright laws. The use of these therefore is subject to the trademark policy. 25 User initiative for improving OOXML integration in LibreOffice/OpenOffice.org