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Open Source andYou
Peter Ledbrook
e: p.ledbrook@cacoethes.co.uk
t: @pledbrook
GR8Conf US 2013
July 21st-23rd
Minneapolis, MN
The case for the prosecution
• Three types of project:
- Type 0 - lone developer/small group
- Type 1 - supported by consulting
- Type 2 - big company backing or IPO
• OS developers need to make money from
their work to support it
Short Open Source history
1983 Richard Stallman starts GNU project
1985 Free Software Foundation (FSF) started
1998 Open Source Initiative (OSI) started
1999 Apache Software Foundation (ASF) started
1999 Cathedral and the Bazaar published
GNU project to break unix monopoly on tools
Allow people to fix and modify code themselves - free as in speech
OSI more interested in promoting use of and contribution to OS - not so fussed about free
Is the fact it’s free (no cost) more important than the openness of the code?
The Power of Free!
Daniel Ariely: Predictably Irrational
Free (as in beer) causes us to make less rational decisions.
BOGOF - difficult to just say no
Popularity of Justin Bieber demonstrates just how irrational it is anyway
Microsoft had a point about TCO (even though it was marketing B$)
Some might say, you get what you pay for
from Wikimedia Commons
Free houses are about freedom (compared to pubs)
How do projects start?
• One man/woman scratching an itch
• Company dump
• Company released and maintained
Alternate World Comics
“Road of Skulls”
Consider Grails plugin system - should have a byline of “where mortals fear to tread”
Caveat Emptor
So company-maintained is
the only way to go?
Breaks social contract
Users expect it:
• to work
• to be regularly updated
Users think company is making money off it, so should be actively maintaining it
Consider reviews on App Store of paid vs free
Consulting struggles to cover its own costs
Does no one else profit from the project?
Better money can be made off of ops than dev
Companies move to products if they can - better scaling of revenue
Cathedral vs Bazaar
Company-maintained leans towards Cathedral model
Cathedral model does not encourage contributions as well as the bazaar model does
Don’t panic!
• Open source gave us
- Linux
- Apache Httpd
- Spring framework
- VIM
- Many, many other projects
What’s really going
Humans are social
creatures
Horizon: what makes us human?
Compare Chimpanzee experiment with the human child one
Bench
FoodFood
Chimp 1 Chimp 2
RopeRope
Chimpanzee Experiment
Rope
The chimpanzees collaborate to pull the food towards themselves
If one end of bench reaches a chimp before the other, the chimp with the food lets go of the
rope and the other chimp is left foodless
Bar
Child 1 Child 2
RopeRope
Child Experiment
Marbles
Children collaborate to pull the bar together, which releases the marbles
But if the marbles are distributed unevenly between the children, the child with more marbles
will give some to the other child - an equal share in the reward of the collaborative effort
Open Source is a social &
collaborative enterprise
Let’s not forget it!
What does it take for a
project to be collaborative?
Fulfill user expectations
Easy to use
Reliable
Documented
Not too clever
Increases pool of potential contributors
Happy users == more committed contributors
Small, focused projects are
better
More comprehensible codebase
Avoids overcommitment on scale front (although not number of projects!)
Large project needs
• good structure
• internal separation of concerns
• solid internal model
Engagement
A successful project requires good engagement with the community
Community is diverse - accept that
English not always first language
Cultural differences
Don’t just say “you could contribute it”
Clear vision and values
Users and contributors feel better knowing where a project is going
Frames discussions about features
Guides contributions
Contributing guidelines
Not just styles, but requiring tests, doc changes, etc.
Avoid broken windows syndrome
Contributors feel more secure knowing what’s involved - fewer questions
Like in parenting, you want to follow a path between too strict and too lax
(Suth’k)
Southwark
Ask someone on streets of London where “South-wark” is will produce look of
incompreshension
Inconsistency is barrier to comprehension and communication
(South-all)
Southall
(Lester)
Leicester
(Siren sester)
Cirencester
Tough
I had a tuff day yesterday
Bough
I climbed up the buffs of a tree
oh sorry, bows (as in ‘how’) of a tree
Cough
I had a bit of a cow, but it’s better today
oh sorry, I mean coff
Inconsistency is not just in place names
Spsuope you wree an iiodt, and
sspopue you were a mbmeer of
Cngsores; but I rpeaet msleyf.
Mark Twain
Suppose you were an idiot, and
suppose you were a member of
Congress; but I repeat myself.
ti is ertbte ot be eiovtln, fi hteer
is iocvleen in rou estahr, hnta to
upt on the lokca fo ovnienloenc
to rovec pmoectien.
it is bteetr to be veiolnt, if terhe
is vionclee in our hetars, tahn to
put on the caolk of nieovnclone
to cevor ipmoectne.
Mahatma Gandhi
it is better to be violent, if there
is violence in our hearts, than to
put on the cloak of nonviolence
to cover impotence.
Brain is amazingly good at pattern recognition
If the first and last letter of each word is in the right place, more comprehensible than
completely jumbled
Consistency in code == recurrent patterns == better comprehension
Project handovers
Cathedral and the bazaar: “When you lose interest in a program, your last duty is to hand it
over to a competent successor.”
It’s not just about the
technology
People count
It’s often better to invest in people than technology
Aims
• Encourage contributions
• Reduce cost of managing contributions
The truth is, you need to invest fairly heavily to make these a reality
But important for viability of open source project unless you find a way to finance
development and maintenance
Learning to contribute
It can be intimidating at first - get involved in discussions, answer questions on forums,
never feel that you’re not good enough
Range of contribution areas
• Raising issues with tests
• Documentation
• Discussions and support
• Plugins and modules
• Website
• Core code
Range of contribution areas
• Raising issues with tests
• Documentation
• Discussions and support
• Plugins and modules
• Website
• Core code
All are important!
from Wikimedia Commons
Who regularly votes?
Give yourselves a pat on the pack: easy to think a single vote doesn’t count or politicians are
a bunch of money-grabbing liars and they’re all as bad as each other
But single votes from large blocks of like-minded people = power
Rails 4 > 500 contributors in 2013 (source: Rails 4 release announcement by DHH)
Reduce the feeling of
isolation
Make a song and dance about those that contribute
Run as many collaborative hack sessions as possible
Yes We Can!

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Open source-and-you-gr8conf-us-2013

  • 1. Open Source andYou Peter Ledbrook e: p.ledbrook@cacoethes.co.uk t: @pledbrook GR8Conf US 2013 July 21st-23rd Minneapolis, MN
  • 2. The case for the prosecution • Three types of project: - Type 0 - lone developer/small group - Type 1 - supported by consulting - Type 2 - big company backing or IPO • OS developers need to make money from their work to support it
  • 3. Short Open Source history 1983 Richard Stallman starts GNU project 1985 Free Software Foundation (FSF) started 1998 Open Source Initiative (OSI) started 1999 Apache Software Foundation (ASF) started 1999 Cathedral and the Bazaar published GNU project to break unix monopoly on tools Allow people to fix and modify code themselves - free as in speech OSI more interested in promoting use of and contribution to OS - not so fussed about free Is the fact it’s free (no cost) more important than the openness of the code?
  • 4. The Power of Free! Daniel Ariely: Predictably Irrational Free (as in beer) causes us to make less rational decisions. BOGOF - difficult to just say no Popularity of Justin Bieber demonstrates just how irrational it is anyway Microsoft had a point about TCO (even though it was marketing B$) Some might say, you get what you pay for
  • 5. from Wikimedia Commons Free houses are about freedom (compared to pubs)
  • 6. How do projects start? • One man/woman scratching an itch • Company dump • Company released and maintained
  • 7. Alternate World Comics “Road of Skulls” Consider Grails plugin system - should have a byline of “where mortals fear to tread” Caveat Emptor
  • 9. Breaks social contract Users expect it: • to work • to be regularly updated Users think company is making money off it, so should be actively maintaining it Consider reviews on App Store of paid vs free
  • 10. Consulting struggles to cover its own costs Does no one else profit from the project? Better money can be made off of ops than dev Companies move to products if they can - better scaling of revenue
  • 11. Cathedral vs Bazaar Company-maintained leans towards Cathedral model Cathedral model does not encourage contributions as well as the bazaar model does
  • 12. Don’t panic! • Open source gave us - Linux - Apache Httpd - Spring framework - VIM - Many, many other projects What’s really going
  • 13. Humans are social creatures Horizon: what makes us human? Compare Chimpanzee experiment with the human child one
  • 14. Bench FoodFood Chimp 1 Chimp 2 RopeRope Chimpanzee Experiment Rope The chimpanzees collaborate to pull the food towards themselves If one end of bench reaches a chimp before the other, the chimp with the food lets go of the rope and the other chimp is left foodless
  • 15. Bar Child 1 Child 2 RopeRope Child Experiment Marbles Children collaborate to pull the bar together, which releases the marbles But if the marbles are distributed unevenly between the children, the child with more marbles will give some to the other child - an equal share in the reward of the collaborative effort
  • 16. Open Source is a social & collaborative enterprise Let’s not forget it!
  • 17. What does it take for a project to be collaborative?
  • 18. Fulfill user expectations Easy to use Reliable Documented Not too clever Increases pool of potential contributors Happy users == more committed contributors
  • 19. Small, focused projects are better More comprehensible codebase Avoids overcommitment on scale front (although not number of projects!)
  • 20. Large project needs • good structure • internal separation of concerns • solid internal model
  • 21. Engagement A successful project requires good engagement with the community Community is diverse - accept that English not always first language Cultural differences Don’t just say “you could contribute it”
  • 22. Clear vision and values Users and contributors feel better knowing where a project is going Frames discussions about features Guides contributions
  • 23. Contributing guidelines Not just styles, but requiring tests, doc changes, etc. Avoid broken windows syndrome Contributors feel more secure knowing what’s involved - fewer questions Like in parenting, you want to follow a path between too strict and too lax
  • 24. (Suth’k) Southwark Ask someone on streets of London where “South-wark” is will produce look of incompreshension Inconsistency is barrier to comprehension and communication
  • 28. Tough I had a tuff day yesterday
  • 29. Bough I climbed up the buffs of a tree oh sorry, bows (as in ‘how’) of a tree
  • 30. Cough I had a bit of a cow, but it’s better today oh sorry, I mean coff Inconsistency is not just in place names
  • 31. Spsuope you wree an iiodt, and sspopue you were a mbmeer of Cngsores; but I rpeaet msleyf.
  • 32.
  • 33. Mark Twain Suppose you were an idiot, and suppose you were a member of Congress; but I repeat myself.
  • 34. ti is ertbte ot be eiovtln, fi hteer is iocvleen in rou estahr, hnta to upt on the lokca fo ovnienloenc to rovec pmoectien.
  • 35.
  • 36. it is bteetr to be veiolnt, if terhe is vionclee in our hetars, tahn to put on the caolk of nieovnclone to cevor ipmoectne.
  • 37.
  • 38. Mahatma Gandhi it is better to be violent, if there is violence in our hearts, than to put on the cloak of nonviolence to cover impotence. Brain is amazingly good at pattern recognition If the first and last letter of each word is in the right place, more comprehensible than completely jumbled Consistency in code == recurrent patterns == better comprehension
  • 39. Project handovers Cathedral and the bazaar: “When you lose interest in a program, your last duty is to hand it over to a competent successor.”
  • 40. It’s not just about the technology People count It’s often better to invest in people than technology
  • 41. Aims • Encourage contributions • Reduce cost of managing contributions The truth is, you need to invest fairly heavily to make these a reality But important for viability of open source project unless you find a way to finance development and maintenance
  • 42. Learning to contribute It can be intimidating at first - get involved in discussions, answer questions on forums, never feel that you’re not good enough
  • 43. Range of contribution areas • Raising issues with tests • Documentation • Discussions and support • Plugins and modules • Website • Core code
  • 44. Range of contribution areas • Raising issues with tests • Documentation • Discussions and support • Plugins and modules • Website • Core code All are important!
  • 45. from Wikimedia Commons Who regularly votes? Give yourselves a pat on the pack: easy to think a single vote doesn’t count or politicians are a bunch of money-grabbing liars and they’re all as bad as each other But single votes from large blocks of like-minded people = power Rails 4 > 500 contributors in 2013 (source: Rails 4 release announcement by DHH)
  • 46. Reduce the feeling of isolation Make a song and dance about those that contribute Run as many collaborative hack sessions as possible