Free Software and Open Source Movement

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					Free Software and Open Source Movements and uPortal success story

by J.C.Chiming Lin (jclin@studentloan.org)

Justin Tilton (jet@immagic.com)
at The First Annual Conference on Technology and Standards in Higher Education May 5, 2004 in Washington D.C. (Crystal City Marriott)

Free Software and Open Source Movements
Goals of this session Recent Free Software and Open Source Events - Understanding free software and open source movements - Summarize the possible social and economic impacts - An Open Source success story: uPortal & Sakai
by Justin Tilton, IMMagic

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Open Source Adaptation Process

Free Software and Open Source Movements

For all I can remember, IBM was in control for over 50 years, and Empowerment of people from

PC/Internet changed that

Novell at one time owned 60% of the global LAN server market, but it missed an important opportunity…
Microsoft has been the largest software Vendor in the past 15 years,… Now IBM, among other companies, invests in open source The software industry is being changed again But with the Free Software Movement It is getting more interesting …

Free Software and Open Source Movements

Recent Open Source Related Events
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FEBRUARY 05, 2003 - Microsoft Corp. confirmed that open-source software movement as a threat to its commercial business model in a quarterly SEC report . (IDG NEWS SERVICE) Microsoft launched campaigns in response to quick expansion of open source movements, especially J2EE software model and open source tools. Microsoft opened an office in Japan on April 10th to promote its shared source initiative. The code sharing actually started in 1991. "In a teleconference, Craig Mundie, Microsoft's chief technical officer for Advanced Strategies and Policy, confirmed that the agreement requires developers to license any derivative code back to Microsoft for use in future versions of Windows CE. Under this license, Microsoft would pay no royalty payment to the developers..." ZDNet UK, 4/14/2004

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Free Software and Open Source Movements

Recent Open Source Related Events
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Novell Novell IDE in Novell

acquired 2nd-ranked SuSE Linux in early 2004 acquired Ximian in 2003, will deliver its open source .net June 2004 moved its head quarter from Utah to Waltham, Mass

- Microsoft launched campaigns in response to quick expansion of open source movements, targeting specifically J2EE software model and open source tools, claiming open source is more expensive to develop and own

Free Software and Open Source Movements

Free Software and Open Source Movement
“To call my work as „open source‟ is like calling FDR a Republican — it misrepresents my views.” Richard Stallman, GNU/FSF RMS started Free Software Foundation, launched GNU project in 1984 after working 10 years in MIT Artificial Intelligence Lab. Currently its free software registry has recorded 3059 software packages. United Nations Education, Scientific and Cultural Organization (UNESCO) joined the free software registry project in April of 2003.

Free Software and Open Source Movements

Social problems vs. business problems

Free Software and Open Source Movements

Social problems in the end become business problems. Who are going to pay for it ? Will the problems grow out of control ?

Free Software and Open Source Movements

Free Software for solving social problems
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Fights between UP, EU Council and EPO for unlimited software patentability Will patentability hurt innovation? Will patentability create more interoperability problems and increase social costs

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- The European Parliament voted software unpatentable. In September 2003 for a directive proposal confirming the existing European law making software explicitly unpatentable and codifies additional safeguards, such as freedom of publication and interoperation.

The amended directive proposal thereby achieves the claimed aims of the European Commission, especially "harmonization and clarification of the status quo" and "prevention of a drift toward US-style patentability of pure software and business methods"

Free Software and Open Source Movements

Different goals and licensing practices
*Academic Free License

*GNU General Public License (GPL) *GNU Library or "Lesser" General Public License (LGPL)
*Lucent Public License (Plan9) *Lucent Public License Version 1.02 *IBM Public License *Intel Open Source License *Historical Permission Notice and Disclaimer *Jabber Open Source License *MIT license *MITRE Collaborative Virtual Workspace License (CVW License) *Motosoto License

*Apache Software License *Apache License, 2.0
*Apple Public Source License *Artistic license *Attribution Assurance Licenses

*BSD license
*Common Public License *CUA Office Public License Version 1.0 *EU DataGrid Software License *Eiffel Forum License *Eiffel Forum License V2.0 *Entessa Public License *Fair License *Frameworx License

*Mozilla Public License 1.0 (MPL)

*Mozilla Public License 1.1 (MPL)
*Naumen Public License *Nethack General Public License *Nokia Open Source License

Free Software and Open Source Movements

Different goals and licensing practices
* OCLC Research Public License 2.0 *Open Group Test Suite License *Open Software License *PHP License *Vovida Software License v. 1.0

*W3C License
*wxWindows Library License *X.Net License *Zope Public License

*PingIdentity Public Source License
*Python license (CNRI Python License) *Python Software Foundation License *Qt Public License (QPL) *RealNetworks Public Source License V1.0

*zlib/libpng license

*Reciprocal Public License
*Ricoh Source Code Public License *Sleepycat License

*Sun Industry Standards Source License (SISSL)

*Sun Public License
*Sybase Open Watcom Public License 1.0

*University of Illinois/NCSA Open Source License

Free Software and Open Source Movements

Different goals and licensing practices
Open Source Definition, v. 1.9 (OSI) outlining on the following characteristics 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

Free Software and Open Source Movements

Different goals and licensing practices GNU GPL
This program is free software; you can redistribute it and/or modify it under the terms of the GNU General Public License as published by the Free Software Foundation; either version 2 of the License, or (at your option) any later version. This program is distributed in the hope that it will be useful, but WITHOUT ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the GNU General Public License for more details.

Free Software and Open Source Movements

Open Source Movement as a business strategy

For years, [Some Company] top executives railed against the economic philosophy of open-source software …. denouncing its communal licensing as a "cancer" that stifled technological innovation.. (c/Net News.com) Now this [Some company] has launched a renewed shared source program claiming its favoring of open source model. Overall speaking, Open source is mostly for practical business reason. If a business community of hundreds, thousands of members, why do they all individually invest thousands or millions of dollars trying to do the same thing, especially when there is no business advantages to be gained.

Free Software and Open Source Movements

Fear of going open source
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Open source is not going to work for us because …. Open source will not survive because no business can sustain without profitability

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Free Software and Open Source Movements

What does Open Source mean to you as an organization

Depending on who you talk to:

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Less costly More control in technical complexity and path Have a high degree of freedom in the future technical path More stable in software infrastructure Shorter development time

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Less reliable Support Less quality Higher security risk Needing more sophisticated infrastructure Risky to rely on something of which nobody is responsible for High total costs of development and operations
Do not see the difference as long as source code is available

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Free Software and Open Source Movements

Real Burning Problems
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Continued built-up of Interoperability problems  Heavy reliance on vendors  Complex or even unmanageable organization technology profile  Long application development process  Increasing Challenges in system integration

Free Software and Open Source Movements

My recent email with RMS, asking him: what’s
going on in EU regarding software patents
he said:

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Software patents are the enemy of interoperability. [Someone] is using
Software patents interfere with the work of standards organizations, including the W3C and the group that produced the JPEG standard.

software patents to impede interoperability with [electronic document] format.

Free Software and Open Source Movements

When asking about his vision of the future
RMS replied:
I cannot say what the future will look like, because it depends on you. If you join in the fight for freedom, we can preserve our freedom. If you choose to value other benefits more than freedom, we will lose our freedom.

Free Software and Open Source Movements

Maximizing benefits from Open Source Use it only if you can
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derive a high degree of quality assurance integrate well with your existing systems low regression test costs (Test Driven) impact analysis capabilities for new changes refine internal process to allow easy adaptation (Agile process) improve architecture/framework to allow easy plug-ins and replacements (consistent and stable architecture)

Free Software and Open Source Movements and uPortal

success story

by J.C.Chiming Lin (jclin@studentloan.org)

Justin Tilton (jet@immagic.com)
at The First Annual Conference on Technology and Standards in Higher Education May 5, 2004 in Washington D.C. (Crystal City Marriott)