☆ Open Source Xmas

LibreOffice Xmas, originally uploaded by elianedomingos.

A very happy Christmas to everyone who reads Wild Webmink. May you find software freedom waiting for you in the coming year! If you need a last-minute gift for someone, maybe a CD of LibreOffice is the answer – you can make and decorate it yourself, and use this free as a gift card. (thanks to Eliane from Brazil for the lovely tree!) Then go on to help them install it – more on ComputerWorld.

☆ Foundations, Babies and Bathwater

Fallen Head, BonnThere was quite a reaction to my article about how the experience at Koha informs us on the need for “foundations” yesterday. Some considered the details of Koha’s experience, quite reasonably asking if I was aware that after the LibLime take-over the community had indeed established some fiduciary controls, notably asking Horowhenua Library Trust to act as steward for various marks. Take a look at the comments on the ComputerWorld article for more details, and consider donating some money to them.

Exploitable

More surprising was the continuing backlash against the very idea of the “foundation”. Mikeal Rogers has written a follow-up piece, The Value Of Institutions, and I suspect he and I are not far apart in our outlooks even if we express them differently. While MJ Ray has questioned the use of the word “foundation” to describe ways to do it, I continue to believe that when groups of developers come together to collaborate they need to consider the exploitable legalities as soon as possible.

But that’s not out of a love of institutions. If it were possible to be safe from corporate exploitation without any kind of association/co-op/trust/foundation/whatever-you-want-to-call-your-entity, that would be the ideal. As I said in an earlier article, “ultimately it’s about the project, not about the incorporation that encapsulates it.” Bradley Kuhn of the Software Freedom Conservancy has some helpful thoughts on this – he says:

Conservancy handles all the aspects of running a non-profit software project that don’t involve actually developing software. Conservancy’s service plan includes many things, from handling donations, reimbursing developers for conference travel, to holding domain names, copyrights, and trademarks, to enforcing those copyrights and trademarks, to basic legal services.

Gaming

Experience suggests that if your project is indeed awesome, people with less interest in code and fun and more interest in other people’s money will eventually come along and want to tell you what to do – I’ve seen quite a bit of that lately. That’s where another energetic contribution to the discussion from log4j founder Ceki Gülcü goes too far saying “if you are thinking of donating software to and joining a FOSS foundation but have not actually done so, don’t, joining is not worth the trouble.” There are definitely issues with the long-established entities that triage the engagement of corporations with communities, of which all the ones he mentions are examples.

But there is a severe risk that in throwing out this bathwater, several babies will also find themselves swimming helpless as well. The issues of provenance and the management of trademarks, copyrights and their licenses which he waves away so casually are serious pain points that have caused many projects heart ache. OK, keep the legal entity that’s protecting your collaboration away from the actual code (a very common policy for many open source entities), but don’t for a second think that trust alone is enough to weather the tides of greed that will drown the project in the future. You will get gamed or worse.

Choices

Mikeal is also right to say that starting your own non-profit is is less than trivial. Just ask the Document Foundation, whose founders have discovered that incorporating a non-profit in Germany has taken more than a year. But there are easier paths. Picking a jurisdiction where it’s easier is feasible. Deciding not to bother with non-profit status is another – your bylaws can still specify exactly the egalitarian basis you desire without it. Or consider  a holding entity like Software in the Public Interest and ask them to handle your non-code assets in trust for you. There are certainly no easy answers, but then this is the real world.

Mikeal says:

My solution was to focus on individual leadership among people in the community but I think Simon believes there is a future institution that can help us. I don’t know who is right, only time will tell.

I think both are correct. Open source is ultimately about individuals choosing to synchronise overlapping elements of their self-interest and collaborate. Protecting their collaboration can take the form of an umbrella institution they form/join or a helper like SPI. Whichever they do, leaving them empowered to collaborate is the key. The dead hand of corporate-friendly bureaucracy helps no-one.

Ultimately I think this controversy is about the passing-into-middle-age of certain venerable open source institutions. I think that’s the point of Ben Collins-Sussman’s posting about Apache. Let’s hope they get their mid-life-crises sorted out soon rather than just attacking all the messengers. While they do, please let’s not throw the baby out with the bathwater and behave as if there’s no role for administrative entities supporting open source. There is, and the need – and demand – today is greater than ever.

☝ News Roundup

I just posted an open source news roundup over on ComputerWorldUK, covering UK government procurement, Microsoft and Samba, LibreOffice and IBM’s MQTT.  Take a look!

✈ Radical Openness in Lyon

Next week I will be speaking at the fOSSa conference in Lyon, France. The theme for the day is “openness” and I have the day’s closing slot. Here’s the abstract I’ve sent:

Our society – government, laws, economy, businesses, education – all evolved in response to the hub-and-spoke economy of the industrial revolution and its perfection in the mid 20th century. But today’s society has a different topology – a peer-to-peer mesh. Open source helps us to understand why radical openness is actually the rational response and the workable path forward. I’ll explore these topics and explain why software freedom needs to be our inspiration.

If you can be there, I’d love to see you!  This, by the way, is my 600th post on Wild Webmink.

✈ Mandatory Car Share?



Mandatory Car Share, première mise en ligne par webmink.

Is it a requirement for users of this parking garage in Paris to share their cars with others?

[Note to non-geeks: “GPL” in software is a popular open source license that requires software developers to share their work with others]
[Note to geeks: Yes, I am very well aware that “GPL” means liquified petroleum gas in French]

☝ Open Core MySQL? Contributor Agreements!

Oracle has finally done what the business management at MySQL had been asymptotically approaching for years. It’s taking MySQL open core. It’s interesting to read both Monty’s view and the comments for this one. It’s all on ComputerWorldUK

☆ How Many Foundations Do We Need?

One of the sessions at Transfer Summit concerned open source foundations. I made a comment during the Q & A that some people wanted recorded, so here it is!

Imagine you’re starting something new with a group of acquaintances. You join with them to do some new, brilliant and concrete thing.

You all trust each other, know how to work together and have the resources to make that thing happen.
To support, sustain and protect this vector of values, you decide to create a legal entity.
  • If the concrete thing is about making money together, you create a company;
  • If the concrete thing is about just your group making money separately, you create a trade association;
  • If the concrete thing is about enabling anyone to benefit, you create a charity.

That last one is what open source community members tend to label a “foundation”. And obviously I’m simplifying here, a lot.

So how many of those do we need, seriously?

No Quick Fix

You’ll note that each of these treating-groups-of-people-as-if-they-were-collectively-a-person – “incorporations” – encapsulates existing motivation, trust and treats the result as if it were independent of the individuals who originally came together. It’s important to realise that it does not bestow the vector of values.

If there’s no working community of trust, motivation and resource, creating a foundation will not magically cause it to come into existence. There is no point trying to create or join a foundation to solve absent community values. If you have problems, solve them before you incorporate, as incorporating will just make your problems permanent instead of curing them.

No Force Fit

Similarly, it’s also possible that attempting to join an existing foundation as a short-cut won’t work either. To succeed, the existing foundation’s well-established way of working will need to be compatible with the already-functioning vector of values of the group joining.

There’s thus no One Model To Rule Them All. The world is too diverse. No matter how effective a given structure may be for existing groups, there are in my experience always factors that differ. If those unique factors can’t be eliminated, the only answer will be a new incorporation. Given the bureaucracy involved in starting and sustaining a charity it’s worth avoiding it you can, but it’s better than force-fitting your community into the wrong structure.

So the answer is, we need as many foundations as there are sufficiently unique communities for them to encapsulate. Maybe we need some patterns for people to follow as they incorporate, maybe there will be plenty who fit an existing incorporation like Apache or Eclipse or Outercurve, but ultimately it’s about the project, not about the incorporation that encapsulates it.

[Also published on ComputerWorldUK]

☞ LibreOffice Governance Progress

  • Nominations are now open for The Document Foundation board of directors. Anyone who is eligible to vote is also eligible to stand for election. I’m acting as the Elections Officer so that all the people who were actually involved in setting up LibreOffice (I was not) are free to stand for election – my small contribution to the project.

☆ The Long Road To (Software) Freedom

George Street, Sydney - Empty!At the Community Leadership Summit in Portland back in July, I moderated a session called “The Death Star User Group”, aimed at community managers working for large corporations in the various stages of their journey towards software freedom. Community managers in that situation often have to deal with negative perceptions of their employer. I think having a model for the journey that a company is taking towards eventual embrace of software freedom is valuable.

The path to software freedom at Sun involved several steps that are common to corporations taking this journey (I think Sun was reaching stage 6 before it was taken over). Here’s a quick sketch of the seven steps I’ve seen in multiple corporate journeys towards software freedom. I hope over time to develop it into a more detailed description.

  1. Open source as enemyAttacking and ridiculing the idea of software freedom.
    A corporation in this state is largely beyond redemption. It does no good to counter like with like – corporations can’t generally be humiliated, or made to feel shame, as these are human emotions. While we suffer from a legal system that falsely recognises corporations as having most of the benefits in law of an individual without many of the responsibilities, this anthropormorphism doesn’t imbue humanity – a reptile remains a reptile even in a suit and crocodile shoes. There is some evidence that highlighting their hostility may have market effects, but in general ranting at a reptile makes you look stupid and does nothing to change the reptile.
  2. Damage containmentFraming isolated actions as proof of support for the idea while diminishing other projects.
    A corporation doing this is a long way from software freedom, viewing open source as purely a marketing issue. While they may have a few people who have embraced its ideals, the overall ethos in the corporation will snuff out any wider community consequences. When any part of the corporation has a business need that tramples all over the freedoms of developers or users, expect it to take priority over anything being done nominally as open source. Also expect open source projects to be forgotten when their project sponsors move on in their careers.
  3. Embrace and extendFraming larger strategies as proof of embrace while mapping the semantics to deal with inconvenient dissonance.
    By the time a corporation reaches this stage, there is someone in the leadership team who has spotted that open source may be a competitive issue rather than just a marketing issue and believes a broader strategy is required to contain it. Corporations in this state will come up with explanations of why they are, in fact, big fans of open source and why it’s in their blood. Extra points for finding a phrase with “open” in it that’s no-one has thought of before.
  4. A change of executive directionnew leadership or direction results in executive air-cover.
    At this point, a change in executive leadership means genuine change is possible in the rest of the corporation. This is the essential turning point; without it, I would not expect any corporation to move further on the journey. Corporations stuck with teh same leadership for years get stuck at stage 3 for years too, constantly cycling through new staff in the “head of open source” role, each struggling to find creative new sophistry to explain why their employer is really really keen on open source without actually seeking software freedom.
  5. Exploratory openingAs business units adapt models, practical barriers to community are removed.
    Products may not actually go open source at this stage, but the trend is firmly set and there’s regular news of improvement. Given new executive direction, business units in the company begin to explore new ways of doing business that support both profit and software freedom at the same time. This is a very difficult stage. It’s easy to believe the new direction you’re receiving from your management is just a fad that you can wait out. To progress to stage 6, a corporation will need to firmly insist that middle-management change or quit.
  6. General openingProjects are expected to switch to open source, exceptions need justifying.
    This stage is just short of a full embrace of software freedom, since the product portfolio will still be in a hybrid state. However, products that were holding out in stage 5 will now be having a hard time with executive management, and business units whose actions conflict with software freedom will find they are escalated to the CEO and instructed to get in line.
  7. Embrace of software freedomsoftware freedom is a core company philosophy expressed in all actions.

There are other journeys – this does not describe IBM’s journey well, for example. But this particular journey is one I’ve seen corporations follow, and one which many of the participants in the “Death Star User Group” session at CLS will recognise. I would be interested in your reflections, insights and experiences on this journey though.

☆ Contribute To The LibreOffice Conference

I am on the Programme Committee for the upcoming LibreOffice Conference in Paris, and as a consequence I get to see the stream of paper submissions. There have already been a lot of diverse submissions and it’s already clear it will be a very interesting conference, but there is still room for more. Make sure you get your submission in before the August 8th deadline.

Of course, you can also contribute as a delegate. Registration is free and you can do it easily now. I suggest registering early as space is going to be at a premium.