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Open Source Software in an Open World Elizabeth B. Thomsen Member Services Manager North of Boston Library Exchange [email protected]

Open Source for an Open World

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Page 1: Open Source for an Open World

Open Source Software in an Open World

Elizabeth B. Thomsen

Member Services Manager

North of Boston Library Exchange

[email protected]

Page 2: Open Source for an Open World

Hello, World!

10 PRINT “Hello World!”

20 END

Software is easy!

Page 3: Open Source for an Open World

“Software is hard.”

Donald Knuth“The Art of Computer Programming”1962

Page 4: Open Source for an Open World

“Why can’t we design software the way we build bridges?”

Page 5: Open Source for an Open World

The Impossibility of Complete Testing

• We can’t test all the inputs to the program.

• We can’t test all the combinations of inputs to the program.

• We can’t test all the paths through the program.

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(More Impossibility)

• We can’t test for all of the other potential failures, such as those caused by user interface design errors or incomplete requirements analyses.

• (Cem Kaner, author of ‘Bad Software”)

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User Error• Foolproof programs?

• “It’s impossible to make anything foolproof because fools are so ingenious”

• “We thought it was foolproof but then along came another fool.”

• Software is designed for people

Page 8: Open Source for an Open World

SongTapper• Tap a song for a partner – can they guess

what it is?

(http://www.songtapper.com)

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Curse of Knowledge Elizabeth Newton’s song-tapping

experiment:

Predicted guessing rate: 50%

Correct guessing rate: 3%

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Communication Problems• Between all parties

• At all levels

• At all phases of the process

• Include communication errors in programming

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Troubleshooting Trouble• Eyewitness accounts notoriously unreliable

• The human brain isn’t a recording device

• In normal use, you have no idea what exactly you did just before that bad thing happened

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What Does This Mean?• Lots of bugs hiding under unintended user

behavior

• Lots of legitimate bugs are dismissed as user error (even by users)

• Design flaws are not bugs, but might as well be

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Brooks’s Law “Adding manpower

to a late software project makes it later”

“The Mythical Man-Month” Frederick P. Brooks, Jr. (1975)

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According to Brooks…• Each new member of a team must be

brought up to speed and adds to the communication and coordination burden

• “The bearing of a child takes nine months, no matter how many women are assigned to a task.”

• Logical conclusion: ideal size of team=1

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A Different Approach…• Collaborative projects of developed and

supported by self-organizing communities of interest

• Transcend geography, time zones

• Roles based on participation, contribution and trust, not formal credentials

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Pyramid of Participation• Casual observer

• Occasional contributor

• Core Contributor

• Moderator / Module Owner / Administrator

• Board Member

• Benevolent Dictator

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Self-Organizing Communities• Self-organizing doesn’t mean disorganized

• Participants seek and find roles that are appropriate to their talents, interests and personal needs

• Participants earn their place in the community

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Motivation and Compensation• People do things for all kinds of reasons

• Intrinsic rewards are more motivating than extrinsic rewards

• Altruism, personal satisfaction, prove and improve skills, cooperation/competition, future reward, social interaction

• Be part of something

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Collaborative Communities• Have always existed in some form…

• But the Internet transformed the way people can engage in discussion and collaborative projects

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Active Communities• Health and disability support groups

• Political activity

• Fan communities

• “Survivor” spoilers

• Wikipedia : open source encyclopedia

(truly collaborative rather than collective)

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Economic Impact• Fewer people watching televisions,

especially in the 18-34 demographic

• Fewer people reading newspapers

• Consumer ratings, reviews, blog postings sometimes more powerful than advertising

(Example : blogging foodies)

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Free/Open Source Software• Grew out of the old hacker culture of the

1960’s and 1970’s

• Students working on UNIX systems; minicomputers

• Computers club culture around the Altair and other early hobby computers

Page 23: Open Source for an Open World

Bill Gates’ Open Letter 1976 Sent to the Homebrew Computer Club

complaining about unauthorized copying of Altair BASIC:

“you…prevent good software from being written. Who can afford to do professional work for nothing?”

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Free SoftwareFree Software Foundation (1985)

“Think of free speech, not free beer”

GNU Project : full operating system

Linus Torvald’s Linux provided the kernel

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Four Freedoms• Freedom 0 : The freedom to run the

program for any purpose

• Freedom 1 : The freedom to study and modify the program

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• Freedom 2 : The freedom to improve the program 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

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Source Code Access• Freedoms 1 (study/modify) and 3

(improve/release) are only possible with the source code

• Source code invaluable as a learning tool, but also for security and for improvement

• Academic tradition: release research

• Rapid evolution

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Open Source Movement• 1998: Netscape’s release of Navigator

source code as Mozilla

• Possibly confusion and political emphasis of “free software” terminology

• Some disputed areas between groups, much common ground in principle and practice

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“The Cathedral & the Bazaar”• Eric S. Raymond, 1997

• Contrasts building of cathedrals (highly centralized) and bazaar “a great babbling bazaar of differing agendas and approaches”

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Open Source Approaches• Users should be treated as co-developers

• Early releases (find co-developers early)

• Frequents integration (often nightly builds)

• At least two versions (development/stable)

• Modularization (parallel development)

• Dynamic decision-making structure

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Richard

Stallman

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Linus Torvalds

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Business and Open Source

• Open source is not incompatible with business

• IBM, Sun and other businesses have chosen to participate in open source projects, donating both existing software and programmers

• Choose to build their applications on top of open source bases software like Apache

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New Business Opportunities• Businesses charge for installation,

customization and support of open source products

• Businesses develop value-added compatible software products

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Complex Legal Issues• Open source coming of age

• Microsoft asserting patent infringements and making settlement offers with Novell and others

• GPL3: Patent pledge to Novell extends to all Linux

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Libraries and Open Source• Open Source Software: Freedom to read?

• Community-based software: Compatible with public and educational institution philosophies : resource sharing, examination and evaluation of sources

• May provide longterm stability

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Workstation Level• Open source operating systems now ready

for prime time

• Library patrons becoming familiar with the concept of open source software; may appreciate savings

• Introduction of Vista a time for re-evaluation

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Open Source Library Systems• Georgia Pines system using Evergreen brought

major attention to Open Source as a viable option even for a very large library system

• Instability in the ILS market makes this a good time to re-evaluate options

• Competition and choice from outside likely to be good for the ILS vendors and for customers

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My Prediction• The next two years are going to be very

interesting.

• So is the rest of today

• Enjoy!

Page 41: Open Source for an Open World

Elizabeth B. ThomsenMember Services Manager

NOBLE: North of Boston Library Exchange

[email protected]