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{{short description|Software licensed to ensure source code usage rights}} | |||
{{Otheruses}} | |||
{{Hatnote|Open-source software shares similarities with ] and is part of the broader term ].}} | |||
'''Open-source software''' denotes that the ] of ] is ], publicly accessible in part or in whole. A group of individuals presented "open source" to ] as open-source software, so corporations could accept publicly available software. Software developers publish their software with an ], so anybody may also develop the same software or understand how it works. Open-source software generally allows anybody to make a new version of the software, port it to new operating systems and processor architectures, share it with others or market it. The advantage of open source is to let the product be more understandable, modifiable, duplicatable, or simply accessible, while it is still very marketable. | |||
{{pp-pc}} | |||
{{Use dmy dates|date=August 2016}} | |||
{{Broader|open-source-software movement}} | |||
{{Merge to|free and open-source software|discuss=Talk:Free and open-source software#Proposed merge of Open-source software and Free software into Free and open-source software|date=May 2024}} | |||
] of ] running the ], ] accessing ] which uses ], ], ], ], ] and ] file manager, all of which are open-source software]] | |||
'''Open-source software''' ('''OSS''') is ] that is released under a ] in which the ] holder grants users the rights to use, study, change, and ] and its ] to anyone and for any purpose.<ref>{{cite book |author=St. Laurent, Andrew M. |url=https://books.google.com/books?id=04jG7TTLujoC&pg=PT18 |title=Understanding Open Source and Free Software Licensing |publisher=O'Reilly Media |year=2008 |isbn=978-0-596-55395-1 |page=4 |access-date=21 March 2023 |archive-date=22 April 2023 |archive-url=https://web.archive.org/web/20230422145617/https://books.google.com/books?id=04jG7TTLujoC&pg=PT18 |url-status=live }}</ref><ref>{{Cite journal|last=Corbly|first=James Edward|date=2014-09-25|title=The Free Software Alternative: Freeware, Open Source Software, and Libraries|url=http://ejournals.bc.edu/ojs/index.php/ital/article/view/5105|journal=Information Technology and Libraries|volume=33|issue=3|pages=65|doi=10.6017/ital.v33i3.5105|issn=2163-5226|access-date=28 April 2021|archive-date=1 May 2021|archive-url=https://web.archive.org/web/20210501023728/https://ejournals.bc.edu/index.php/ital/article/view/5105|url-status=live|doi-access=free}}</ref> Open-source software may be developed in a collaborative, public manner. Open-source software is a prominent example of ], meaning any capable user is able to ] in development, making the number of possible contributors indefinite. The ability to examine the code facilitates public trust in the software.<ref name="Open Collaboration">{{Cite journal|last1=Levine|first1=Sheen S.|last2=Prietula|first2=Michael J.|date=2013-12-30|title=Open Collaboration for Innovation: Principles and Performance|journal=Organization Science|volume=25|issue=5|pages=1414–1433|doi=10.1287/orsc.2013.0872|issn=1047-7039|arxiv=1406.7541|s2cid=6583883}}</ref> | |||
The ], notably, presents an open-source philosophy, and further defines a boundary on the usage, modification and redistribution of open-source software. ] grant rights to users which would otherwise be prohibited by copyright. These include rights on usage, modification and redistribution. Several open-source software licenses have qualified within the boundary of the Open Source Definition. The most prominent example is the popular ] (GPL). While open source presents a way to broadly make the sources of a product publicly accessible, the open-source licenses allow the authors to fine tune such access. | |||
] can bring in diverse perspectives beyond those of a single company. A 2024 estimate of the value of open-source software to firms is $8.8 trillion, as firms would need to spend 3.5 times the amount they currently do without the use of open source software.<ref>{{Cite journal |last1=Hoffmann |first1=Manuel |last2=Nagle |first2=Frank |last3=Zhou |first3=Yanuo |date=2024 |title=The Value of Open Source Software |url=http://dx.doi.org/10.2139/ssrn.4693148 |journal=SSRN Electronic Journal |doi=10.2139/ssrn.4693148 |issn=1556-5068}}</ref> | |||
==Terminology== | |||
] | |||
The "open source" label came out of a strategy session held in ] in reaction to ]'s January ] announcement of a source code release for ] (as ]). A group of individuals at the session included Todd Anderson, Larry Augustin, John Hall, Sam Ockman, Christine Peterson and ]. They used the opportunity before the release of Navigator's source code to clarify a potential confusion caused by the ambiguity of the word "free" in ]. The 'open source' movement is generally thought to have begun with this strategy session. Many people, nevertheless, claimed that the birth of the ], since ], started the open source movement, while others do not distinguish between open source and free software movements. | |||
Open-source code can be used for ] and allows capable end users to adapt software to their personal needs in a similar way ] and custom ]s allow for web sites, and eventually publish the modification as a ] for users with similar preferences, and directly submit possible improvements as ]s. | |||
The ] (FSF), started in ], intended the word 'free' to mean "free as in free speech" and not "free as in free beer." Since a great deal of free software already was (and still is) free of charge, such free software became associated with zero cost, which seemed anti-commercial. | |||
== Definitions == | |||
The ] (OSI) formed in February 1998 by Eric S. Raymond and ]. With at least 20 years of evidence from case histories of closed development versus open development already provided by the Internet, the OSI presented the 'open source' case to commercial businesses, like Netscape. OSI hoped that the usage of the label "open source," a term suggested by Peterson of the ] at the strategy session, would eliminate ambiguity, particularly for individuals who perceive "free software" as anti-commercial. They sought to bring a higher profile to the practical benefits of freely available source code, and they wanted to bring major software businesses and other high-tech industries into open source. Perens attempted to register "open source" as a ] for OSI, but that attempt was impractical by ] standards. Meanwhile, Raymond encouraged Netscape to adopt the "open source" label. Netscape released its Navigator source code as open source, with favorable results. Years later, the OSI finally obtained a trademark on "OSI Certified." <!-- what year? --> | |||
]]] | |||
The ]'s (OSI) definition is recognized by several governments internationally<ref>{{cite web |url=https://opensource.org/authority |title=International Authority & Recognition |date=21 April 2015 |publisher=Opensource.org |access-date=7 December 2017 |archive-date=23 July 2019 |archive-url=https://web.archive.org/web/20190723150523/https://opensource.org/authority |url-status=live }}</ref> as the standard or '']'' definition. OSI uses '']'' to determine whether it considers a software license open source. The definition was based on the ], written and adapted primarily by ].<ref>Perens, Bruce. {{Webarchive|url=https://web.archive.org/web/20140915025222/http://oreilly.com/catalog/opensources/book/perens.html |date=15 September 2014 }}. ]. 1999.</ref><ref>{{cite book|url=https://archive.org/details/isbn_9781565925823|title=''The Open Source Definition by Bruce Perens''|date=January 1999|isbn=978-1-56592-582-3|last1=Dibona|first1=Chris|last2=Ockman|first2=Sam|publisher=O'Reilly }}</ref><ref>{{cite web|url=http://opensource.org/docs/osd|title=The Open Source Definition|date=7 July 2006|access-date=24 August 2008|archive-date=15 October 2013|archive-url=https://web.archive.org/web/20131015144021/http://opensource.org/docs/osd|url-status=live}}, The Open Source Definition according to the Open Source Initiative</ref> Perens did not base his writing on the "four freedoms" from the ] (FSF), which were only widely available later.<ref>{{cite web |url=http://news.slashdot.org/comments.pl?sid=1129863&cid=26875815 |title=How Many Open Source Licenses Do You Need? – Slashdot |website=News.slashdot.org |date=2009-02-16 |access-date=2012-03-25 |archive-date=17 July 2013 |archive-url=https://web.archive.org/web/20130717074714/http://news.slashdot.org/comments.pl?sid=1129863&cid=26875815 |url-status=live }}</ref> | |||
Under Perens' definition, ''open source'' is a broad software license that makes source code available to the general public with relaxed or non-existent restrictions on the use and modification of the code. It is an explicit "feature" of open source that it puts very few restrictions on the use or distribution by any organization or user, in order to enable the rapid evolution of the software.<ref name="OSD-annotated16">{{cite web|last1=Open Source Initiative|title=The Open Source Definition (Annotated)|url=https://opensource.org/osd-annotated|website=opensource.org|date=24 July 2006|access-date=22 July 2016|archive-date=5 May 2021|archive-url=https://web.archive.org/web/20210505064040/https://opensource.org/osd-annotated|url-status=live}}</ref> | |||
Critics have said that the term "open source" fosters an ambiguity of a different kind such that it confuses the mere availability of the source with the freedom to use, modify, and redistribute it. Developers have used the term Free/Open-Source Software (]), or Free/Libre/Open-Source Software (]), consequently, to describe open-source software that is freely available and free of charge. | |||
According to Feller et al. (2005), the terms "free software" and "open-source software" should be applied to any "software products distributed under terms that allow users" to use, modify, and redistribute the software "in any manner they see fit, without requiring that they pay the author(s) of the software a royalty or fee for engaging in the listed activities."<ref>{{Cite book |last1=Feller |first1=Joseph |title=Perspectives on Free and Open Source Software |last2=Fitzgerald |first2=Brian |last3=Hissam |first3=Scott |last4=Lakhani |first4=Karim R. |publisher=The MIT Press |year=2005 |isbn=0-262-06246-1 |location=Cambridge, MA |pages=xvii |chapter=Introduction}}</ref> | |||
==Open source model== | |||
] book cover]] | |||
Despite initially accepting it,<ref name="osihist">{{cite web|last=Tiemann |first=Michael |title=History of the OSI |publisher=Open Source Initiative |access-date=13 May 2014 |url=http://www.opensource.org/docs/history.php |url-status=dead |archive-url=https://web.archive.org/web/20060924132022/http://www.opensource.org/docs/history.php |archive-date=24 September 2006 }}</ref> ] of the FSF now flatly opposes the term "Open Source" being applied to what they refer to as "free software". Although he agrees that the two terms describe "almost the same category of software", Stallman considers equating the terms incorrect and misleading.<ref name=":19" /> Stallman also opposes the professed pragmatism of the ], as he fears that the free software ideals of freedom and community are threatened by compromising on the FSF's idealistic standards for software freedom.<ref name="Why">{{cite web |url = https://www.gnu.org/philosophy/free-software-for-freedom.html |title = Why "Free Software" is better than "Open Source" |access-date = July 23, 2007 |last = Stallman |first = Richard |author-link = Richard Stallman |date = June 19, 2007 |website = Philosophy of the GNU Project |publisher = Free Software Foundation|archive-date = 27 March 2021 |archive-url = https://web.archive.org/web/20210327080246/https://www.gnu.org/philosophy/free-software-for-freedom.html |url-status = live }}</ref> The FSF considers free software to be a ] of open-source software, and Richard Stallman explained that ] software, for example, can be developed as open source, despite that it does not give its users freedom (it restricts them), and thus does not qualify as free software.<ref name=":19" /> | |||
In his 1997 essay ] , ] suggests a model for developing OSS known as the Bazaar model. Raymond likens the development of software by traditional methodologies to building a cathedral, "''fully crafted by individual wizards or small bands of mages working in splendid isolation''" . He suggests that all software should be developed using the bazaar style, which he described as "''a great babbling bazaar of differing agendas and approaches''." | |||
== Open-source software development == | |||
In the Cathedral, model development takes place in a centralized way. | |||
{{Main|Open-source software development model}} | |||
Roles are clearly defined. Roles include people dedicated to designing (the architects), people responsible for managing the project, and people responsible for implementation. Traditional software engineering follows the Cathedral model. F.P. Brooks in his book '']'' advocates this sort of model. He goes further to say that in order to preserve the architectural integrity of a system, the system design should be done by as few architects as possible. | |||
{{See also|GitHub}} | |||
=== Development model === | |||
The Bazaar model, however, is different. In the Bazaar model, roles are not clearly defined. Gregorio Robles suggests that software developed using the Bazaar model should exhibit the following patterns: | |||
In his 1997 essay '']'', open-source influential contributor ] suggests a model for developing OSS known as the ''bazaar'' model.<ref name=":9" /> Raymond likens the development of software by traditional methodologies to building a cathedral, with careful isolated work by individuals or small groups.<ref name=":9" /> He suggests that all software should be developed using the bazaar style, with differing agendas and approaches.<ref name=":9" /> | |||
*''Users should be treated as co-developers.'' The users are treated like co-developers and so they should have access to the source code of the software. Furthermore users are encouraged to submit additions to the software, code fixes for the software, bug reports, documentation etc. Having more co-developers increases the rate at which the software evolves. ] states that, "Given enough eyeballs all bugs are shallow." This means that if many users view the source code they will eventually find all bugs and suggest how to fix them. Note that some users have advanced programming skills, and furthermore, each user's machine provides an additional testing environment. This new testing environment offers that ability to find and fix a new bug. | |||
*''Early Releases.'' The first version of the software should be released as early as possible so as to increase one's chances of finding co-developers early. | |||
*''Frequent Integration.'' New code should be integrated as often as possible so as to avoid the overhead of fixing a large number of bugs at the end of the project life cycle. Some Open Source projects have nightly builds where integration is done automatically on a daily basis. | |||
*''Several Versions.'' There should be at least two versions of the software. There should be a buggier version with more features and a more stable version with fewer bugs. The buggy version (also called the development version) is for users who want the immediate use of the latest features, and are willing to accept the risk of using code that is not yet thoroughly tested. The users can then act as co-developers, reporting bugs and providing bug fixes. The stable version offers the users fewer bugs and fewer features. | |||
*''High Modularization.'' The general structure of the software should be modular allowing for parallel development. | |||
*''Dynamic decision making structure.'' There is a need for a decision making structure, whether formal or informal, that makes strategic decisions depending on changing user requirements and other factors. | |||
In the traditional model of development, which he called the ''cathedral'' model, development takes place in a centralized way.<ref name=":9" /> Roles are clearly defined.<ref name=":9" /> Roles include people dedicated to designing (the architects), people responsible for managing the project, and people responsible for implementation.<ref name=":9" /> Traditional software engineering follows the cathedral model.<ref name=":9" /> | |||
Most well-known OSS products follow the Bazaar model as suggested by ]. These include projects such as ], ], ], the ], and ] to mention a few. ], which maintains that it is the largest repository of Open Source code and applications available on the Internet, had 102,818 Open Source projects as of writing. These projects are all undertaken based on the Bazaar model. | |||
The bazaar model, however, is different.<ref name=":9" /> In this model, roles are not clearly defined.<ref name=":9" /> Some proposed characteristics of software developed using the bazaar model should exhibit the following patterns:<ref name=":11">{{Cite book |title=2006 22nd IEEE International Conference on Software Maintenance |url=https://ieeexplore.ieee.org/document/4021360 |access-date=2023-11-21 |doi=10.1109/icsm.2006.25 |date=2006 |last1=Robles |first1=Gregorio |chapter=Empirical Software Engineering Research on Free/Libre/Open Source Software |pages=347–350 |isbn=0-7695-2354-4 |s2cid=6589566 }}</ref> | |||
* Raymond E.S. (] ]). "]". Retrieved ] ] from http://www.catb.org/~esr/writings/cathedral-bazaar/cathedral-bazaar/index.html | |||
* Robles G. (2004). "A Software Engineering approach to Libre Software". Retrieved ] ] from http://www.opensourcejahrbuch.de/2004/pdfs/III-3-Robles.pdf | |||
'']'' The users are treated like co-developers and so they should have access to the source code of the software.<ref name=":11" /> Furthermore, users are encouraged to submit additions to the software, code fixes for the software, ]s, documentation, etc. Having more co-developers increases the rate at which the software evolves.<ref name=":11" /> ] states that given enough eyeballs all bugs are shallow.<ref name=":11" /> This means that if many users view the source code, they will eventually find all bugs and suggest how to fix them.<ref name=":11" /> Some users have advanced programming skills, and furthermore, each user's machine provides an additional testing environment.<ref name=":11" /> This new testing environment offers the ability to find and fix a new bug.<ref name=":11" /> | |||
==Open-source license== | |||
{{main|Open-source license}} | |||
'']:'' The first version of the software should be released as early as possible so as to increase one's chances of finding co-developers early.<ref name=":11" /> | |||
Open-source licenses define the privileges and restrictions a licensor must follow in order to use, modify or redistribute the open source software. Open source software includes software with source code in the ] and software distributed under an open-source license. | |||
'']'' Code changes should be integrated (merged into a shared code base) as often as possible so as to avoid the overhead of fixing a large number of bugs at the end of the project life cycle.<ref name=":11" /><ref name=":24">{{Cite book |last1=Napoleao |first1=Bianca M. |last2=Petrillo |first2=Fabio |last3=Halle |first3=Sylvain |chapter=Open Source Software Development Process: A Systematic Review |date=2020 |title=2020 IEEE 24th International Enterprise Distributed Object Computing Conference (EDOC) |chapter-url=https://ieeexplore.ieee.org/document/9233046 |publisher=IEEE |pages=135–144 |doi=10.1109/EDOC49727.2020.00025 |isbn=978-1-7281-6473-1|arxiv=2008.05015 }}</ref> Some open-source projects have nightly builds where ].<ref name=":11" /> | |||
Examples of open source licenses include ], ], ], ], ] and ]. | |||
'']'' There should be at least two versions of the software.<ref name=":11" /> There should be a buggier version with more features and a more stable version with fewer features.<ref name=":11" /> The buggy version (also called the development version) is for users who want the immediate use of the latest features and are willing to accept the risk of using code that is not yet thoroughly tested.<ref name=":11" /> The users can then act as co-developers, reporting bugs and providing bug fixes.<ref name=":11" /><ref name=":10" /> | |||
==Open source movement== | |||
{{main|Open source movement}} | |||
'']'' The general structure of the software should be modular allowing for parallel development on independent components.<ref name=":11" /> | |||
The open source movement is a large movement of programmers and other computer users that advocates unrestricted access to the source code of software. It grew out of licenses such as ], the ubiquitous access to Unix source code at universities. | |||
The line between the open source movement and the ] is somewhat blurry. Both are founded in the ]. Mostly, the Free software movement is based upon political and philosophical ideals, while open source proponents tend to focus on more pragmatic arguments. ] is a term that has evolved now to refer to projects that are open to anyone and everyone to contribute to, before and/or after the actual programming. Both groups assert that this more open style of licensing allows for a superior software development process (when compared to ]), and therefore that pursuing it is in line with rational self-interest. | |||
Free software advocates, however, would argue that "freedom" is a paramount merit that one should prefer (or at least weigh heavily) even in cases where ] has some superior technical features. | |||
'']'' There is a need for a decision-making structure, whether formal or informal, that makes strategic decisions depending on changing user requirements and other factors.<ref name=":11" /> Compare with ].<ref name=":11" /> | |||
Proponents of the open source development methodology claim that it is superior in a number of ways to the ] method. Some individuals <!-- who ? --> suggest that the open source methodology is able to produce higher quality software than any other methodology or technique. <!-- Um... what about ] ? --> | |||
Stability, reliability, and security are frequently cited as reasons to support open source. One successful application of the open source model is the ] operating system, which is renowned for its stability and security characteristics. Among the works that explore and justify open source development is a series of works by ] which includes ] and ]. | |||
The process of Open source development begins with a ] where developers consider if they should add new features or if a bug needs to be fixed in their project.<ref name=":10" /> This is established by communicating with the OSS community through avenues such as ] or ]s and project pages.<ref name=":10" /> Next, OSS developers select or are assigned to a task and identify a solution. Because there are often many different possible routes for solutions in OSS, the best solution must be chosen with careful consideration and sometimes even ].<ref name=":10" /> The developer then begins to develop and commit the code.<ref name=":10" /> The code is then tested and reviewed by peers.<ref name=":10" /> Developers can edit and evolve their code through feedback from ].<ref name=":10" /> Once the leadership and community are satisfied with the whole project, it can be partially released and user instruction can be documented.<ref name=":10" /> If the project is ready to be released, it is frozen, with only serious bug fixes or security repairs occurring.<ref name=":10" /> Finally, the project is fully released and only changed through minor bug fixes.<ref name=":10" /> | |||
Open source advocates point out that as of the early ], at least 90 percent of computer programmers are employed not to produce software for direct sale, but rather to design and customize software for other purposes, such as in-house applications. According to advocates, this statistic implies that the value of software lies primarily in its usefulness to the developer or developing organization, rather than in its potential sale value -- consequently, there is usually no compelling economic reason to keep source code secret from competitors. Open-source advocates further argue that corporations frequently over-protect software in ways actually damaging to their own interests, for reasons ranging from mere institutional habit through reflexive territoriality to a rational but incorrect evaluation of the tradeoffs between collecting secrecy rent and the quality and market payoff of openness. | |||
===Advantages=== | |||
The ] film '']'' portrayed the struggle of a small-time group of open-source programmers against a large ]-like closed-source corporation. | |||
Open source implementation of a standard can increase adoption of that standard.<ref name="dod16">{{cite web|last1=US Department of Defense|title=Open Source Software FAQ|url=http://dodcio.defense.gov/Open-Source-Software-FAQ/|website=Chief Information Officer|access-date=22 July 2016|archive-date=28 August 2016|archive-url=https://web.archive.org/web/20160828150638/http://dodcio.defense.gov/Open-Source-Software-FAQ/|url-status=live}}</ref> This creates developer loyalty as developers feel empowered and have a sense of ownership of the end product.<ref name="Sharma2002">{{cite journal | first=Srinarayan | last=Sharma | author2=Vijayan Sugumaran | author3=Balaji Rajagopalan | title=A framework for creating hybrid-open source software communities | journal=Information Systems Journal | volume=12 | year=2002 | pages=7–25 | url=http://www.cin.ufpe.br/~in953/lectures/papers/ISJAFrameworkForCreatingHybrid-OpenSourceSoftwareCommunities.pdf | doi=10.1046/j.1365-2575.2002.00116.x | s2cid=5815589 | access-date=8 September 2008 | archive-date=30 October 2008 | archive-url=https://web.archive.org/web/20081030014215/http://www.cin.ufpe.br/~in953/lectures/papers/ISJAFrameworkForCreatingHybrid-OpenSourceSoftwareCommunities.pdf | url-status=live }}</ref> | |||
Moreover, lower costs of marketing and logistical services are needed for OSS.<ref name=":21" /> OSS can be a tool to promote a company's image, including its commercial products.<ref>{{cite journal | title=Profiting from Open Source | first=John | last=Landry |author2=Rajiv Gupta | journal=] |date=September 2000 | doi=10.1225/F00503 |doi-broken-date=1 November 2024 }}</ref> The OSS development approach has helped produce reliable, high quality software quickly and inexpensively.<ref name=":21">{{cite journal | title=Open Source, Open Standards, and Health Care Information Systems | last=Reynolds | first=Carl |author2=Jeremy Wyatt | journal=] |date=February 2011 | doi=10.2196/jmir.1521 | pmid=21447469 | pmc=3221346 | volume=13 | issue=1 | pages=e24 | doi-access=free }}</ref> | |||
Open source is a term that is applied to the entire concept that the creation and organization of knowledge is best created through open and cooperative efforts—this movement, variously called "open content" or "free culture," has been expressly endorsed by advocates of OSS, including Linus Torvalds who said "The future is 'open source everything.'" | |||
Open source development offers the potential to quicken innovation and create of social value.<ref name=":35" /> In France for instance, a policy that incentivized government to favor free open-source software increased to nearly 600,000 OSS contributions per year, generating social value by increasing the quantity and quality of open-source software.<ref name=":35" /> This policy also led to an estimated increase of up to 18% of tech startups and a 14% increase in the number of people employed in the IT sector.<ref name=":35">{{Cite journal |last=Nagle |first=Frank |date=3 March 2019 |title=Government Technology Policy, Social Value, and National Competitiveness |url=https://www.cin.ufpe.br/~in953/lectures/papers/ISJAFrameworkForCreatingHybrid-OpenSourceSoftwareCommunities.pdf| journal=Information Systems Journal| volume=12| language=en| doi=10.2139/ssrn.3355486 |ssrn=3355486 |s2cid=85509685 }}</ref> | |||
==Open source vs. closed source== | |||
{{main|Open source vs. closed source}} | |||
OSS can be highly reliable when it has thousands of independent programmers testing and fixing bugs of the software.<ref name=":11" /> Open source is not dependent on the company or author that originally created it.<ref name=":55" /> Even if the company fails, the code continues to exist and be developed by its users.<ref name=":55" /> | |||
The ''open source vs. closed source'' (alternatively called proprietary development) debate is sometimes heated. | |||
OSS is flexible because modular systems allow programmers to build custom interfaces, or add new abilities to it and it is innovative since open-source programs are the product of collaboration among a large number of different programmers.<ref name=":11" /> The mix of divergent perspectives, corporate objectives, and personal goals speeds up innovation.<ref>{{cite journal | first=Hal | last=Plotkin | title=What (and Why) you should know about open-source software | journal=Harvard Management Update |date=December 1998 | pages=8–9 }}</ref> | |||
Making money through traditional methods, such as sale of the use of individual copies and patent royalty payment, is more difficult and sometimes impractical with open-source software. Some closed-source advocates see open source software as damaging to the market of commercial software. This complaint is countered by a large number of alternative funding streams such as: | |||
*giving the software for free and instead charge for installation and support (used by many Linux distributions) | |||
*make the software available as open-source so that people will be more likely to purchase a related product or service you do sell (e.g. ] vs ]) | |||
*cost avoidance / cost sharing: many developers need a product, so it makes sense to share development costs (this is the genesis of the ] and the Apache web server) | |||
Moreover, free software can be developed in accordance with purely technical requirements.<ref name=":36" /> It does not require thinking about commercial pressure that often degrades the quality of the software.<ref name=":36" /> Commercial pressures make traditional software developers pay more attention to customers' requirements than to security requirements, since such features are somewhat invisible to the customer.<ref name=":36">{{cite journal | first=Christian | last=Payne | title=On the Security of Open Source Software | journal= Information Systems Journal|date=February 2002 | volume=12 | issue=1 | pages=61–78 | doi=10.1046/j.1365-2575.2002.00118.x| s2cid=8123076 }}</ref> | |||
Studies about security in open-source software versus closed-source software show that closed-source software have fewer advisories but open-source software usually has less time between flaw discovery and a patch or fix. Advocates of closed source argue that since no one is responsible for open-source software, there is no way to know whether it has been fixed. Open-source advocates argue that since the source code of closed-source software is not available, there is no way to know what bugs may exist. | |||
===Development tools=== | |||
==Open source vs. free software== | |||
In open-source software development, tools are used to support the development of the product and the development process itself.<ref name=":10">{{Cite book |last1=Napoleao |first1=Bianca M. |last2=Petrillo |first2=Fabio |last3=Halle |first3=Sylvain |chapter=Open Source Software Development Process: A Systematic Review |date=2020 |title=2020 IEEE 24th International Enterprise Distributed Object Computing Conference (EDOC) |chapter-url=https://ieeexplore.ieee.org/document/9233046 |publisher=IEEE |pages=135–144 |doi=10.1109/EDOC49727.2020.00025 |arxiv=2008.05015 |isbn=978-1-7281-6473-1}}</ref> | |||
{{main|Open source vs. free software}} | |||
] systems such as Centralized Version control system (CVCS) and the ] (DVCS) are examples of tools, often open source, that help manage the source code files and the changes to those files for a software project in order to foster collaboration.<ref name=":16">{{Cite journal |last1=Zolkifli |first1=Nazatul Nurlisa |last2=Ngah |first2=Amir |last3=Deraman |first3=Aziz |date=2018 |title=Version Control System: A Review |journal=Procedia Computer Science |language=en |volume=135 |pages=408–415 |doi=10.1016/j.procs.2018.08.191|doi-access=free }}</ref> CVCS are centralized with a central repository while DVCS are decentralized and have a local repository for every user.<ref name=":16" /> ] (CVS) and later ] (SVN) and ] are examples of CVCS.<ref name=":16" /> The ] are hosted and published on ] such as ].<ref name=":16" /> | |||
The definition of open source software was written to be almost identical to the free software definition. There are very few cases of software that is free software but is not open source software, and vice versa. | |||
Open-source projects use utilities such as issue trackers to organize open-source software development. Commonly used ]s include ] and ].<ref name=":10" /> | |||
The difference in the terms is where they place the emphasis. Free software is defined in terms of giving the user freedom. This reflects the goal of the ]. Open source highlights that the source code is viewable to all and proponents of the term usually emphasize the quality of the software and how this is caused by the development models which are possible and popular among free software/open source software projects. | |||
Tools such as ] and ] provide means of coordination and discussion of bugs among developers.<ref name=":10" /> Project web pages, wiki pages, roadmap lists and newsgroups allow for the distribution of project information that focuses on end users.<ref name=":10" /> | |||
==Participants in OSS development projects== | |||
Participants in OSS development projects fall broadly into two categories. There are the Core and the Peripheral. | |||
== Opportunities for participation == | |||
The Core or Inner Circle are developers who modify codes that constitute the project. | |||
=== Contributing === | |||
The basic roles OSS participants can fall into multiple categories, beginning with leadership at the center of the project who have control over its execution.<ref name=":4" /> Next are the core contributors with a great deal of experience and authority in the project who may guide the other contributors.<ref name=":4" /> Non-core contributors have less experience and authority, but regularly contribute and are vital to the project's development.<ref name=":4" /> New contributors are the least experienced but with mentorship and guidance can become regular contributors.<ref name=":4" /> | |||
Some possible ways of contributing to open-source software include such roles as ], user ] and testing, ], ], accessibility design and testing, ], code testing, and ] and testing.<ref name=":4" /> However, there are several ways of contributing to OSS projects even without coding skills.<ref name=":4" /> For example, some less technical ways of participating are ] writing and editing, ], ], event organization and coordination, marketing, release management, community management, and public relations and outreach.<ref name=":4" /> | |||
The Peripheral are usually made up of users who use the software. They report bugs, and suggest fixes. | |||
Funding is absolutely another terrific way that individuals and organizations choose to contribute to open source projects. Groups like ] provide a means for individuals to contribute monthly to supporting their favorite projects.<ref>{{Cite web |date=2022-10-20 |title=Open Source |url=https://blog.opencollective.com/tag/open-source/ |access-date=2024-05-28 |website=Open Collective |language=en}}</ref> Organizations like the ] is able to contribute to millions to supporting the tools the ] uses.<ref>{{Cite web |title=Technologies |url=https://www.sovereigntechfund.de/tech |access-date=2024-05-28 |website=Sovereign Tech Fund |language=en}}</ref> The ] established a Pathways to Enable Open-Source Ecosystems (POSE) program to support open source innovation.<ref>{{Cite web |date=2023-10-25 |title=NSF invests over $26 million in open-source projects {{!}} NSF - National Science Foundation |url=https://new.nsf.gov/tip/updates/nsf-invests-over-26m-open-source-projects |access-date=2024-05-28 |website=new.nsf.gov |language=en}}</ref> | |||
The participants may then be further divided into the following. | |||
#Project leaders who have the overall responsibility (Core). Most of them might have been involved in coding the first release of the software. They control the overall direction of individual projects. | |||
#Volunteer developers (Core / Periphery) who do actual coding for the project. These include: | |||
#*Senior members with broader overall authority | |||
#*Peripheral developers producing and submitting code fixes | |||
#*Occasional contributors | |||
#*Maintainers who maintain different aspects of the project | |||
#Everyday users who perform testing, identify bugs, deliver bug reports, etc. (Periphery) | |||
#Posters (Periphery) who participate frequently in newsgroups and discussions, but do not do any coding. | |||
=== Industry participation === | |||
==Open source software development tools== | |||
The adoption of open-source software by industry is increasing over time.<ref name=":6">{{Cite journal |last1=Spinellis |first1=Diomidis |last2=Giannikas |first2=Vaggelis |date=2012 |title=Organizational adoption of open source software |url=https://linkinghub.elsevier.com/retrieve/pii/S0164121211002512 |journal=Journal of Systems and Software |language=en |volume=85 |issue=3 |pages=666–682 |doi=10.1016/j.jss.2011.09.037}}</ref> OSS is popular in several industries such as ], ], ], and ] due to the benefits it provides.<ref>{{Cite book |last1=Zhang |first1=Yiming |last2=Malhotra |first2=Baljeet |last3=Chen |first3=Cheng |chapter=Industry-Wide Analysis of Open Source Security |date=2018 |title=2018 16th Annual Conference on Privacy, Security and Trust (PST) |chapter-url=https://ieeexplore.ieee.org/document/8514185 |publisher=IEEE |pages=1–10 |doi=10.1109/PST.2018.8514185 |isbn=978-1-5386-7493-2|s2cid=53234981 }}</ref> Adoption of OSS is more likely in larger organizations and is dependent on the company's IT usage, operating efficiencies, and the productivity of employees.<ref name=":6" /> | |||
There are several types of tools used to aid the activities performed in Open Source Software projects. These tools include the following; | |||
===Source code revision control=== | |||
{{main|Revision control}} | |||
In OSS development the participants, who are mostly volunteers, are distributed amongst different geographic regions so there is need for tools to aid participants to collaborate in the development of source code. | |||
Industries are likely to use OSS due to back-office functionality, sales support, research and development, software features, quick deployment, portability across platforms and avoidance of commercial license management.<ref name=":6" /> Additionally, lower cost for ] and ownership are also important benefits.<ref name=":6" /> | |||
] (CVS) is a major example of a source code collaboration tool being used in OSS projects. CVS helps manage the files and codes of a project when several people are working on the project as the same time. CVS can allow several people to work on the same file at the same time. This is done by moving the file into the users’ directories and then merging the files when the users are done. CVS also enables one to easily go back to a previous version of a file and retrieve it. | |||
=== Prominent organizations === | |||
===Testing tools=== | |||
Organizations that contribute to the development and expansions of free and open-source software movements exist all over the world.<ref name=":4" /> These organizations are dedicated to goals such as teaching and spreading technology.<ref name=":4" /> As listed by a former vice president of the ], some American organizations include the ], ], the ] and ].<ref name=":4" /> Within Europe some notable organizations are ], open-source projects EU (OSP) and ] (OFE).<ref name=":4" /> One Australian organization is ] while Asia has ] and ].<ref name=":4" /> ] (FOSSFA) and ] are African organizations and Central and South Asia has such organizations as ] and ].<ref name=":4" /> Outside of these, many more organizations dedicated to the advancement of open-source software exist.<ref name=":4" /> | |||
Since OSS projects undergo frequent integration, tools that help automate testing during system integration are used. One such tool is ]. | |||
== Legal and economic issues == | |||
Tinderbox enables participants in an OSS project to detect errors during system integration. Tinderbox runs a continuous build process and informs users about the parts of codes that have issues and on which platform. It also identifies the author of the offending code. The author is then held responsible for ensuring that error is resolved. | |||
=== |
=== Licensing === | ||
{{Main|Open-source license}} | |||
{{main|Bugtracker}} | |||
{{Further|Free-software license}} | |||
Bug tracking is a very important aspect of OSS projects. Bug tracking includes the following tasks. It involves keeping a record of all reported bugs, whether the bug has been fixed or not, which version of the software does the bug belong to, and whether the bug submitter has agreed that the bug has been fixed (squashed). Popular bug tracking systems include ] and ]. | |||
{{See also|Free and open-source software#Licensing|Software license}} | |||
FOSS products are generally licensed under two types of licenses: ] and ].<ref name=":7" /> Both of these types of licenses are different than ] in that they can allow more users access to the software and allow for the creation of ]s as specified by the terms of the specific license, as each license has its own rules.<ref name=":7" /> Permissive licenses allow recipients of the software to implement the author's ] without having to use the same license for distribution.<ref name=":7" /> Examples of this type of license include the ], ], and ].<ref name=":7" /> Copyleft licenses are different in that they require recipients to use the same license for at least some parts of the distribution of their works.<ref name=":7" /> Strong copyleft licenses require all derivative works to use the same license while weak copyleft licenses require the use of the same license only under certain conditions.<ref name=":7" /> Examples of this type of license include the ], and the ] and ] licenses.<ref name=":7" /> The similarities between these two categories of licensing include that they provide a broad grant of copyright rights, require that recipients preserve copyright notices, and that a copy of the license is provided to recipients with the code.<ref name=":7" /> | |||
GNU GNATS is a set of tools for tracking bugs reported by users to a central site. It allows problem report management and communication with users via various means. GNATS stores all the information about problem reports in its databases and provides tools for querying, editing, and maintenance of the databases. | |||
One important legal precedent for open-source software was created in 2008, when the Jacobson v Katzer case enforced terms of the ], including attribution and identification of modifications.<ref name=":7" /> The ruling of this case cemented enforcement under copyright law when the conditions of the license were not followed.<ref name=":7" /> Because of the similarity of the ] to other open-source software licenses, the ruling created a precedent that applied widely.<ref name=":7" /> | |||
Bugzilla is a "Defect Tracking System" or "Bug-Tracking System". It allows individual or groups of developers to keep track and manage outstanding bugs in their product effectively. | |||
Examples of ] / ]s include ], ], ]s, ], ], ] and ].<ref name=":7" /> | |||
===Communication=== | |||
Since the participants in an OSS development project are dispersed, there is a need for tools to aid in organizing communication between project participants. This is accomplished with the aid of websites (], ], ]), ]s (]) and ]s. | |||
=== Legal issues === | |||
The above mentioned Open Source Software development tools are an essential and integral part of the Open Source Software development model. | |||
Several gray areas exist within software regulation that have great impact on open-source software, such as if software is a good or service, what can be considered a modification, governance through contract vs license, ownership and right of use.<ref name=":7">{{Cite book |last=Brock |first=Amanda |title=Open Source Law, Policy and Practice |publisher=Oxford University Press |year=2023 |isbn=978-0-19-886234-5 |edition=2nd |location=UK}}</ref> While there have been developments on these issues, they often lead to even more questions.<ref name=":7" /> The existence of these uncertainties in regulation has a negative impact on industries involved in technologies as a whole.<ref name=":7" /> | |||
Within the legal history of software as a whole, there was much debate on whether to protect it as ] under ], ] or establishing a unique regulation.<ref name=":7" /> Ultimately, ] became the standard with computer programs being considered a form of literary work, with some tweaks of unique regulation.<ref name=":7" /> | |||
==Influence on other fields== | |||
The open source movement has been the inspiration for increased ] and liberty in other fields. For example the release of ] research by ], and the encyclopedia named ]. The open-source concept has also been applied to media other than computer programs, e.g., by ]. It also constitutes an example of user innovation (see for example the book ]). | |||
Software is generally considered ] and ], with both being protectable, though there is legal variety in this definition.<ref name=":7" /> Some jurisdictions attempt to expand or reduce this conceptualization for their own purposes.<ref name=":7" /> For example, The European Court of Justice defines a computer program as not including the functionality of a program, the ], or the format of data files.<ref name=":7" /> By limiting protections of the different aspects of software, the law favors an open-source approach to software use.<ref name=":7" /> The US especially has an open approach to software, with most ] originating there.<ref name=":7" /> However, this has increased the focus on ] within these licenses, which has seen backlash from the OSS community, who prefer other forms of ] protection.<ref name=":7" /> | |||
Open Cola is another idea inspired by the open source movement. Soft drink giants like Coke and Pepsi hold their formulas closely guarded secrets. Now volunteers have posted for a similar soda drink on the internet. The taste is said to be comparable to that of the standard beverages. | |||
Another issue includes ] (TPM) and ] (DRM) techniques which were internationally legally recognized and protected in the ].<ref name=":7" /> Open source software proponents disliked these technologies as they constrained end-users potentially beyond copyright law.<ref name=":7" /> Europe responded to such complaints by putting TPM under legal controls, representing a victory for OSS supporters.<ref name=":7" /> | |||
{{sectstub}} | |||
=== Economic/business implications === | |||
==Advocates== | |||
In open-source communities, instead of owning the software produced, the producer owns the development of the evolving software.<ref name=":14">Wynants, M., & Cornelis, J. (Eds.). (2005). ''How open is the future? : Economic, social and cultural scenarios inspired by free and open-source software''. ASP.</ref> In this way, the future of the software is open, making ownership or ] difficult within OSS.<ref name=":14" /> ] and branding can prevent others from stealing it, preserving its status as a ].<ref name=":14" /> Open source software can be considered a public good as it is available to everyone and does not decrease in value for others when downloaded by one person.<ref name=":14" /> Open source software is unique in that it becomes more valuable as it is used and contributed to, instead of diminishing the resource. This is explained by concepts such as investment in reputation and ]s.<ref name=":14" /> | |||
Leading open source advocates include ], ], ], ] and ]. Others that advocate open source software, but do so under it's original name "free software" include ], ], and ]. ] is a prominent figure that uses both terms. | |||
The economic model of open-source software can be explained as developers contribute work to projects, creating public benefits.<ref name=":14" /> Developers choose projects based on the perceived benefits or costs, such as improved reputation or value of the project.<ref name=":14" /> The motivations of developers can come from many different places and reasons, but the important takeaway is that money is not the only or even most important ].<ref name=":14" /> | |||
], the founder of the ] in 1983, does not want his name associated with the term ''open source'' due to it's philosophical rejection that computer users deserve freedom. | |||
Because economic theory mainly focuses on the consumption of scarce resources, the OSS dynamic can be hard to understand. In OSS, producers become consumers by reaping the rewards of contributing to a project.<ref name=":14" /> For example, a developer becomes well regarded by their peers for a successful contribution to an OSS project.<ref name=":14" /> The social benefits and interactions of OSS are difficult to account for in economic models as well.<ref name=":14" /> Furthermore, the innovation of technology creates constantly changing value discussions and outlooks, making economic model unable to predict social behavior.<ref name=":14" /> | |||
Leading open source critics include ]. <!-- Expand... surely there are others? --> | |||
Although OSS is theoretically challenging in economic models, it is explainable as a sustainable social activity that requires resources.<ref name=":14" /> These resources include time, money, technology and contributions.<ref name=":14" /> Many developers have used technology funded by organizations such as universities and governments, though these same organizations benefit from the work done by OSS.<ref name=":14" /> As OSS grows, hybrid systems containing OSS and proprietary systems are becoming more common.<ref name=":14" /> | |||
{{sectstub}} | |||
Throughout the mid 2000s, more and more tech companies have begun to use OSS.<ref name=":55">{{Cite book |last=Tozzi |first=Christopher |title=For Fun and Profit: A History of the Free and Open Source Software Revolution |publisher=MIT Press |year=2017 |isbn=978-0-262-34118-9 |location=United States}}</ref> For example, ] move of selling computers with ] already installed.<ref name=":55" /> ] itself has launched a ] despite previous animosity with the OSS movement.<ref name=":55" /> Despite these developments, these companies tend to only use OSS for certain purposes, leading to worries that OSS is being taken advantage of by corporations and not given anything in return.<ref name=":55" /> | |||
==Prominent projects and organizations== | |||
*], ], ], ], ], ], ], ], ], ], ], ], ], ], ] | |||
=== Government uses === | |||
==Examples of open source software== | |||
While many governments are interested in implementing and promoting open-source software due to the many benefits provided, a huge issue to be considered is ].<ref name=":8">{{Cite book |last=Pannier |first=Alice |title=Software Power: The Economic and Geopolitical Implications of Open Source Software |publisher=Études de l'Ifri |year=2022 |isbn=979-10-373-0641-8}}</ref> While accidental vulnerabilities are possible, so are attacks by outside agents.<ref name=":8" /> Because of these fears, governmental interest in contributing to the governance of software has become more prominent.<ref name=":8" /> However, these are the broad strokes of the issue, with each country having their own specific politicized interactions with open-source software and their goals for its implementation.<ref name=":8" /> For example, the United States has focused on ] in regard to open-source software implementation due to the perceived threat of the increase of open-source software activity in countries like China and Russia, with the Department of Defense considering multiple criteria for using OSS.<ref name=":8" /> These criteria include: if it comes from and is maintained by trusted sources, whether it will continue to be maintained, if there are dependencies on sub-components in the software, component security and integrity, and foreign governmental influence.<ref name=":8" /> | |||
For an extensive list of examples of open-source software, see the ]. | |||
Another issue for governments in regard to open source is their investments in technologies such as ]s, ]s, ], and ].<ref name=":8" /> These technologies all have implications for global cooperation, again opening up security issues and political consequences.<ref name=":8" /> Many countries have to balance technological innovation with technological dependence in these partnerships.<ref name=":8" /> For example, after China's open-source dependent company ] was prevented from using ] in 2019, they began to create their own alternative operating system: ].<ref name=":8" /> | |||
==See also== | |||
===Related topics=== | |||
Germany recently established a ], to help support the governance and maintenance of the software that they use. | |||
{{wikibookspar||Open Source}} | |||
*]s | |||
*] | |||
*] | |||
*] | |||
*] | |||
*] | |||
*] for non-programming open source projects | |||
*] — the application of open source principles to creating material objects and solutions. | |||
*] — the philosophical term | |||
== Open software movement == | |||
===Contrast with=== | |||
;'''Software license models''' | |||
*] | |||
*] | |||
*] | |||
=== History === | |||
;'''Publication and information access models''' | |||
{{Further|History of free and open-source software}} | |||
*] | |||
*] | |||
In the early days of ], such as the 1950s and into the 1960s, programmers and developers shared software to learn from each other and evolve the field of computing.<ref name=":13">{{Cite journal |last=Maracke |first=Catharina |date=2019 |title=Free and Open Source Software and FRAND-based patent licenses: How to mediate between Standard Essential Patent and Free and Open Source Software |journal=The Journal of World Intellectual Property |language=en |volume=22 |issue=3–4 |pages=78–102 |doi=10.1111/jwip.12114 |issn=1422-2213|doi-access=free }}</ref> For example, ] included the ] ] for users.<ref name=":13" /> Eventually, the ] in the years 1970–1980 began to prevent this practice.<ref name=":13" /> However, academics still often developed software collaboratively.<ref name=":13" /> | |||
In response, the open-source movement was born out of the work of skilled programmer enthusiasts, widely referred to as ]s or ].<ref name=":3">{{Cite journal |last=Bretthauer |first=David |date=2001 |title=Open Source Software: A History |url=https://link.gale.com/apps/doc/A84594448/AONE?u=anon~ec73e203&sid=googleScholar&xid=c0f93b7e |journal=Information Technology and Libraries |volume=21 |issue=1 |doi= |issn=}}</ref> One of these enthusiasts, ], was a driving force behind the ], which would later allow for the ].<ref name=":24" /> In 1984, he resigned from MIT to create a free operating system, ], after the programmer culture in his lab was stifled by ] preventing source code from being shared and improved upon.<ref name=":24" /> GNU was UNIX compatible, meaning that the programmer enthusiasts would still be familiar with how it worked.<ref name=":24" /> However, it quickly became apparent that there was some confusion with the label Stallman had chosen of ], which he described as free as in free speech, not free beer, referring to the meaning of free as freedom rather than price.<ref name=":24" /> He later expanded this concept of freedom to the four essential freedoms.<ref name=":24" /> Through GNU, open-source norms of incorporating others' source code, community bug fixes and suggestions of code for new features appeared.<ref name=":24" /> In 1985, Stallman founded the ] (FSF) to promote changes in software and to help write GNU.<ref name=":24" /> In order to prevent his work from being used in proprietary software, Stallman created the concept of ], which allowed the use of his work by anyone, but under specific terms.<ref name=":24" /> To do this, he created the ] (GNU GPL) in 1989, which was updated in 1991.<ref name=":24" /> In 1991, GNU was combined with the ] written by ], as a kernel was missing in GNU.<ref name=":18">{{Cite web |date=2015-04-21 |title=International Authority & Recognition |url=https://opensource.org/authority/ |access-date=2023-12-18 |website=Open Source Initiative |language=en-US}}</ref> The operating system is now usually referred to as ].<ref name=":24" /> Throughout this whole period, there were many other free software projects and licenses around at the time, all with different ideas of what the concept of free software was and should be, as well as the morality of proprietary software, such as ], ], and the ].<ref name=":28">{{Cite book |last=Fogel |first=Karl |title=Producing open source software: how to run a successful free software project |date=2006 |publisher=O'Reilly |isbn=978-0-596-00759-1 |edition=1. Aufl., |location=Beijing Köln}}</ref> | |||
As free software developed, the ] began to look how to bring free software ideas and perceived benefits to the ].<ref name=":28" /> It was concluded that FSF's ] was not appealing to companies and they needed a way to rebrand the ] to emphasize the business potential of sharing and collaborating on software source code.<ref name=":28" /> The term open source was suggested by ] in 1998 at a meeting of supporters of free software.<ref name=":24" /> Many in the group felt the name free software was confusing to newcomers and holding back industry interest and they readily accepted the new designation of open source, creating the ] (OSI) and the OSI definition of what open source software is.<ref name=":24" /> The ]'s (OSI) definition is now recognized by several governments internationally as the standard or ''de facto'' definition.<ref name=":18" /> The definition was based on the ], written and adapted primarily by Bruce Perens.<ref>{{Cite book |last=Kelty |first=Christopher |title=Two Bits: The Cultural Significance of Free Software |publisher=Duke University Press |year=2008 |isbn=978-0-8223-8900-2}}</ref> The OSI definition differed from the ] in that it allows the inclusion of proprietary software and allows more liberties in its licensing.<ref name=":24" /> Some, such as Stallman, agree more with the original concept of free software as a result because it takes a strong moral stance against proprietary software, through there is much overlap between the two movements in terms of the operation of the software.<ref name=":24" /> | |||
While the Open Source Initiative sought to encourage the use of the new term and evangelize the principles it adhered to, commercial software vendors found themselves increasingly threatened by the concept of freely distributed software and universal access to an application's ], with an executive of Microsoft calling open source an ] destroyer in 2001.<ref name=":27">{{Cite journal |last1=Miller |first1=Keith W. |last2=Voas |first2=Jeffrey |last3=Costello |first3=Tom |date=2010 |title=Free and Open Source Software |url=http://dx.doi.org/10.1109/mitp.2010.147 |journal=IT Professional |volume=12 |issue=6 |pages=14–16 |doi=10.1109/mitp.2010.147 |s2cid=265508713 |issn=1520-9202}}</ref> However, while ] (FOSS) has historically played a role outside of mainstream private software development, companies as large as ] have begun to develop official open source presences on the Internet.<ref name=":27" /> IBM, Oracle, and State Farm are just a few of the companies with a serious public stake in today's competitive open source market, marking a significant shift in the corporate philosophy concerning the development of FOSS.<ref name=":27" /> | |||
=== Future === | |||
The future of the open source software community, and the free software community by extension, has become successful if not confused about what it stands for.<ref name=":55"/> For example, ] and ] are examples milestones of success in the open source software rise to prominence from the sidelines of technological innovation as it existed in the early 2000s.<ref name=":55" /> However, some in the community consider them failures in their representation of OSS due to issues such as the downplaying of the OSS center of Android by Google and its partners, the use of an ] that allowed forking and resulted in a loss of opportunities for collaboration within Android, the prioritization of convenience over freedom in Ubuntu, and features within Ubuntu that track users for marketing purposes.<ref name=":55" /> | |||
The use of OSS has become more common in business with 78% of companies reporting that they run all or part of their operations on FOSS.<ref name=":55" /> The popularity of OSS has risen to the point that ], a once detractor of OSS, has included its use in their systems.<ref name=":55" /> However, this success has raised concerns that will determine the future of OSS as the community must answer questions such as what OSS is, what should it be, and what should be done to protect it, if it even needs protecting.<ref name=":55" /> All in all, while the free and open source revolution has slowed to a perceived equilibrium in the market place, that does not mean it is over as many theoretical discussions must take place to determine its future.<ref name=":55" /> | |||
== Comparisons with other software licensing/development models == | |||
=== Closed source / proprietary software === | |||
{{Main|Comparison of open-source and closed-source software}} | |||
Open source software differs from proprietary software in that it is publicly available, the license requires no fees, modifications and distributions are allowed under license specifications.<ref name=":22">{{Cite journal |last1=Zhu |first1=Kevin Xiaoguo |last2=Zhou |first2=Zach Zhizhong |date=2012 |title=Research Note —Lock-In Strategy in Software Competition: Open-Source Software vs. Proprietary Software |url=https://pubsonline.informs.org/doi/10.1287/isre.1110.0358 |journal=Information Systems Research |language=en |volume=23 |issue=2 |pages=536–545 |doi=10.1287/isre.1110.0358 |issn=1047-7047}}</ref> All of this works to prevent a monopoly on any OSS product, which is a goal of proprietary software.<ref name=":22" /> Proprietary software limits their customers' choices to either committing to using that software, upgrading it or switching to other software, forcing customers to have their software preferences impacted by their monetary cost.<ref name=":22" /> The ideal case scenario for the proprietary software vendor would be a ], where the customer does not or cannot switch software due to these costs and continues to buy products from that vendor.<ref name=":22" /> | |||
Within proprietary software, bug fixes can only be provided by the vendor, moving platforms requires another purchase and the existence of the product relies on the vendor, who can discontinue it at any point.<ref name=":3"/> Additionally, proprietary software does not provide its source code and cannot be altered by users.<ref name=":24" /> For businesses, this can pose a security risk and source of frustration, as they cannot specialize the product to their needs, and there may be hidden threats or information leaks within the software that they cannot access or change.<ref name=":24" /> | |||
=== Free software === | |||
{{Main|Alternative terms for free software}} | |||
{{See also|Comparison of free and open-source software licenses}} | |||
Under OSI's definition, open source is a broad software license that makes source code available to the general public with relaxed or non-existent restrictions on the use and modification of the code.<ref name=":17">{{Cite web |date=2006-07-24 |title=The Open Source Definition (Annotated) |url=https://opensource.org/definition-annotated/ |access-date=2023-12-18 |website=Open Source Initiative |language=en-US}}</ref> It is an explicit feature of open source that it puts very few restrictions on the use or distribution by any organization or user, in order to enable the rapid evolution of the software.<ref name=":17" /> | |||
], leader of the Free software movement and member of the free software foundation opposes the term open source being applied to what they refer to as free software.<ref name=":19" /> Although he agrees that the two terms describe almost the same category of software, Stallman considers equating the terms incorrect and misleading.<ref name=":19" /> He believes that the main difference is that by choosing one term over the other lets others know about what one's goals are: development (open source) or a social stance (free software).<ref name=":20">{{Cite book |last1=Stallman |first1=Richard M. |title=Free software, free society |last2=Gay |first2=Joshua |date=2002 |publisher=Free software foundation |isbn=978-1-882114-98-6 |location=Boston (Mass.)}}</ref> Nevertheless, there is significant overlap between open source software and free software.<ref name=":19" /> Stallman also opposes the professed pragmatism of the ], as he fears that the free software ideals of freedom and community are threatened by compromising on the FSF's idealistic standards for software freedom.<ref name=":20" /> The FSF considers free software to be a ] of open-source software, and Richard Stallman explained that ] software, for example, can be developed as open source, despite how it restricts its users, and thus does not qualify as free software.<ref name=":19" /> | |||
The FSF said that the term open source fosters an ambiguity of a different kind such that it confuses the mere availability of the source with the freedom to use, modify, and redistribute it.<ref name=":19" /> On the other hand, the term free software was criticized for the ambiguity of the word free, which was seen as discouraging for business adoption, and for the historical ambiguous usage of the term.<ref name=":20" /> | |||
Developers have used the ] ''Free and Open Source Software'' (]), or ''Free/Libre and Open Source Software'' (FLOSS), consequently, to describe open-source software that is also ].<ref name=":4">{{Cite book |last=Brasseur |first=V. M. |title=Forge your future with open source: build your skills, build your network, build the future of technology |date=2018 |publisher=The Pragmatic Bookshelf |isbn=978-1-68050-301-2 |series=The pragmatic programmers |location=Raleigh, North Carolina}}</ref> | |||
=== Source-available software === | |||
{{Main|Source-available software}} | |||
Software can be distributed with ], which is a code that is readable.<ref name=":26">{{Cite journal |last1=Fortunato |first1=Laura |last2=Galassi |first2=Mark |date=2021-05-17 |title=The case for free and open source software in research and scholarship |url=https://royalsocietypublishing.org/doi/10.1098/rsta.2020.0079 |journal=Philosophical Transactions of the Royal Society A: Mathematical, Physical and Engineering Sciences |language=en |volume=379 |issue=2197 |doi=10.1098/rsta.2020.0079 |pmid=33775148 |bibcode=2021RSPTA.37900079F |s2cid=232387092 |issn=1364-503X}}</ref> Software is ] when this source code is available to be seen.<ref name=":26" /> However to be source available or ], the source code does not need to be accessible to all, just the users of that software.<ref name=":26" /> While all FOSS software is source available because this is a requirement made by the ], not all source available software is FOSS.<ref name=":26" /> For example, if the software does not meet other aspects of the Open Source Definition such as permitted modification or redistribution, even if the source code is available, the software is not FOSS.<ref name=":26" /> | |||
=== Open-sourcing === | |||
A recent trend within software companies is open sourcing, or transitioning their previous ] into open source software through releasing it under an ].<ref name=":23">{{Cite journal |last1=Pinto |first1=Gustavo |last2=Steinmacher |first2=Igor |last3=Dias |first3=Luiz Felipe |last4=Gerosa |first4=Marco |date=2018 |title=On the challenges of open-sourcing proprietary software projects |url=http://link.springer.com/10.1007/s10664-018-9609-6 |journal=Empirical Software Engineering |language=en |volume=23 |issue=6 |pages=3221–3247 |doi=10.1007/s10664-018-9609-6 |s2cid=254467440 |issn=1382-3256}}</ref><ref name=":25">{{Cite journal |last1=Ågerfalk |last2=Fitzgerald |date=2008 |title=Outsourcing to an Unknown Workforce: Exploring Opensurcing as a Global Sourcing Strategy |url=http://dx.doi.org/10.2307/25148845 |journal=MIS Quarterly |volume=32 |issue=2 |pages=385 |doi=10.2307/25148845 |jstor=25148845 |issn=0276-7783}}</ref> Examples of companies who have done this are Google, Microsoft and Apple.<ref name=":23" /> Additionally, open sourcing can refer to programming open source software or installing open source software.<ref name=":25" /> Open sourcing can be beneficial in multiple ways, such as attracting more external contributors who bring new perspectives and problem solving capabilities.<ref name=":23" /> The downsides of open sourcing include the work that has to be done to maintaining the new community, such as making the base code easily understandable, setting up communication channels for new developers and creating documentation to allow new developers to easily join.<ref name=":23" /> However, a review of several open sourced projects found that although a newly open sourced project attracts many newcomers, a great amount are likely to soon leave the project and their forks are also likely to not be impactful.<ref name=":23" /> | |||
=== Other === | |||
Other concepts that may share some similarities to open source are ], ], ], and software viewers/readers that are freely available but do not provide source code.<ref name=":24" /> However, these differ from open source software in access to ], licensing, copyright and fees.<ref name=":24" /> | |||
== Society and culture == | |||
=== Demographics === | |||
Despite being able to collaborate internationally, open source software contributors were found to mostly be located in large clusters such as ] that largely collaborate within themselves.<ref name=":0">{{Cite journal |last1=Wachs |first1=Johannes |last2=Nitecki |first2=Mariusz |last3=Schueller |first3=William |last4=Polleres |first4=Axel |date=March 2002 |title=The Geography of Open Source Software: Evidence from GitHub |url=https://linkinghub.elsevier.com/retrieve/pii/S0040162522000105 |journal=Technological Forecasting and Social Change |language=en |volume=176 |pages=121478 |doi=10.1016/j.techfore.2022.121478|arxiv=2107.03200 }}</ref> Possible reasons for this phenomenon may be that the OSS contributor demographic largely works in software, meaning that the OSS geographic location is closely related to that dispersion and collaborations could be encouraged through work and ]s.<ref name=":0" /> Code acceptance can be impacted by status within these social network clusters, creating unfair predispositions in code acceptance based on location.<ref>{{Cite book |last1=Rastogi |first1=Ayushi |last2=Nagappan |first2=Nachiappan |last3=Gousios |first3=Georgios |last4=van der Hoek |first4=André |chapter=Relationship between geographical location and evaluation of developer contributions in github |date=2018-10-11 |title=Proceedings of the 12th ACM/IEEE International Symposium on Empirical Software Engineering and Measurement |chapter-url=https://dl.acm.org/doi/10.1145/3239235.3240504 |language=en |publisher=ACM |pages=1–8 |doi=10.1145/3239235.3240504 |isbn=978-1-4503-5823-1|s2cid=215822439 |url=http://resolver.tudelft.nl/uuid:3b3ad2bd-d865-4a78-b5f0-cdb849d2ee50 }}</ref> Barriers to international collaboration also include linguistic or cultural differences.<ref name=":1">{{Cite journal |last1=Gonzalez-Barahona |first1=Jesus M. |last2=Robles |first2=Gregorio |last3=Andradas-Izquierdo |first3=Roberto |last4=Ghosh |first4=Rishab Aiyer |date=August 2008 |title=Geographic origin of libre software developers |url=https://linkinghub.elsevier.com/retrieve/pii/S0167624508000395 |journal=Information Economics and Policy |language=en |volume=20 |issue=4 |pages=356–363 |doi=10.1016/j.infoecopol.2008.07.001}}</ref> Furthermore, each country has been shown to have a higher acceptance rate for code from contributors within their country except India, indicating a bias for culturally similar collaborators.<ref name=":1" /> | |||
In 2021, the countries with the highest open source software contributions included the United States, China, Germany, India, and the UK, in that order.<ref name=":0" /> The counties with the highest OSS developers per capita from a study in 2021 include, in order, Iceland, Switzerland, Norway, Sweden, and Finland, while in 2008 the countries with top amount of estimated contributors in SourceForge were the United States, Germany, United Kingdom, Canada and France.<ref name=":0" /><ref name=":1" /> Though there have been several studies done on the distribution and contributions of OSS developers, this is still an open field that can be measured in several different ways.<ref name=":1" /> For instance, Information and communication technology participation, population, wealth and proportion of access to the internet have been shown to be correlated with OSS contributions.<ref name=":1" /> | |||
Although ] has been found to enhance team productivity, women still face biases while contributing to open source software projects when their gender is identifiable.<ref name=":2">{{Cite book |last1=Bosu |first1=Amiangshu |last2=Sultana |first2=Kazi Zakia |chapter=Diversity and Inclusion in Open Source Software (OSS) Projects: Where do We Stand? |date=2019 |title=2019 ACM/IEEE International Symposium on Empirical Software Engineering and Measurement (ESEM) |chapter-url=https://ieeexplore.ieee.org/document/8870179 |publisher=IEEE |pages=1–11 |doi=10.1109/ESEM.2019.8870179 |isbn=978-1-7281-2968-6|s2cid=197640269 }}</ref> In 2002, only 1.5% of international open-source software developers were women, while women made up 28% of tech industry roles, demonstrating their low representation in the software field.<ref name=":62">{{Cite journal |last=Nafus |first=Dawn |date=June 2012 |title='Patches don't have gender': What is not open in open source software |url=http://journals.sagepub.com/doi/10.1177/1461444811422887 |journal=New Media & Society |language=en |volume=14 |issue=4 |pages=669–683 |doi=10.1177/1461444811422887 |s2cid=206727320 |issn=1461-4448}}</ref> Despite OSS contributions having no prerequisites, this ] may continue to exist due to the common belief of contributors that gender should not matter, and the quality of code should be the only consideration for code acceptance, preventing the community from addressing the systemic disparities in female representation.<ref name=":3" /> However, a more recent figure of female OSS participation internationally calculated across 2005 to 2021 is 9.8%, with most being recent contributors, indicating that female participation may be growing.<ref>{{Cite journal |last1=Trinkenreich |first1=Bianca |last2=Wiese |first2=Igor |last3=Sarma |first3=Anita |last4=Gerosa |first4=Marco |last5=Steinmacher |first5=Igor |date=2022-10-31 |title=Women's Participation in Open Source Software: A Survey of the Literature |url=https://dl.acm.org/doi/10.1145/3510460 |journal=ACM Transactions on Software Engineering and Methodology |language=en |volume=31 |issue=4 |pages=1–37 |doi=10.1145/3510460 |arxiv=2105.08777 |s2cid=234778104 |issn=1049-331X}}</ref> | |||
=== Motivations === | |||
There are many motivations for contributing to the OSS community.<ref name=":4"/> For one, it is an opportunity to learn and practice multiple skills such as ] and other technology related abilities, but also fundamental skills such as communication and collaboration and practical skills needed to excel in technology related fields such as ] or ].<ref name=":4" /> Instead of learning through a classroom or a job, learning through contributing to OSS allows participants to learn at their own pace and follow what interests them.<ref name=":4" /> When contributing to OSS, the contributor can learn the current industry best practices, technology and trends and even have the opportunity to contribute to the next big innovation as OSS grows increasingly popular within the tech field.<ref name=":4" /> Contributing to OSS without payment means there is no threat of being fired, though reputations can take a hit.<ref name=":4" /> On the other hand, a huge motivation to contribute to OSS is the reputation gained as one grows one's public portfolio.<ref name=":4" /> | |||
=== Disparities === | |||
Even though programming was originally seen as a female profession, there remains a large gap in computing.<ref>{{Cite journal |last1=Albusays |first1=Khaled |last2=Bjorn |first2=Pernille |last3=Dabbish |first3=Laura |last4=Ford |first4=Denae |last5=Murphy-Hill |first5=Emerson |last6=Serebrenik |first6=Alexander |last7=Storey |first7=Margaret-Anne |date=April 2021 |title=The Diversity Crisis in Software Development |url=https://ieeexplore.ieee.org/document/9354402 |journal=IEEE Software |volume=38 |issue=2 |pages=19–25 |doi=10.1109/MS.2020.3045817 |issn=0740-7459}}</ref> ] tends to be a large concern as women in the tech industry face insecurity about attracting unwanted male attention and harassment or being unfeminine in their technology knowledge, having a large impact on confidence.<ref name=":3" /> Some male tech participants make clear that they believe women fitting in within the culture is impossible, furthering the insecurity for women and their place in the tech industry.<ref name=":2" /> Additionally, even in a voluntary contribution environment like open source software, women tend to end up doing the less technical aspects of projects, such as ] or ] despite women and men showing the same productivity in OSS contributions.<ref name=":2" /> Explicit biases include longer feedback time, more scrutinization of code and lower acceptance rate of code.<ref name=":2" /> Specifically in the open-source software community, women report that sexually offensive language is common and the women's identity as female is given more attention that as an OSS contributor<ref name=":3" /> Bias is hard to address due to the belief that gender should not matter, with most contributors feeling that women getting special treatment is unfair and success should be dependent on skill, preventing any changes to be more inclusive.<ref name=":3" /> | |||
== Adoption and application == | |||
=== Key projects === | |||
Open source software projects are built and maintained by a network of programmers, who may often be volunteers, and are widely used in free as well as commercial products.<ref name=":12">{{Cite book |title=Best practices for commercial use of open source software: business models, processes and tools for managing open source software |date=2020 |publisher=BoD – Books on Demand |isbn=978-3-7386-1909-6 |editor-last=Popp |editor-first=Karl Michael |edition= |series=Synomic Academy |location=Norderstedt}}</ref> | |||
]: Unix is an ] created by AT&T that began as a precursor to open source software in that the ] and ] began when developers began trying to create operating systems without Unix code.<ref name=":55"/> Unix was created in the 1960s, before the ] of software and before the concept of open source software was necessary, therefore it was not considered a true open source software project.<ref name=":55" /> It started as a research project before being commercialized in the mid 1980s.<ref name=":55" /> Before its commercialization, it represented many of the ideals held by the Free and Open source software revolution, including the decentralized collaboration of global users, ]s and a community culture of distaste towards ].<ref name=":55" /> | |||
] Berkeley Software Distribution (BSD) is an ] that began as a variant of ] in 1978 that mixed Unix code with code from Berkeley labs to increase functionality.<ref name=":55" /> As BSD was focused on increasing functionality, it would publicly share its greatest innovations with the main Unix operating system.<ref name=":55" /> This is an example of the free public code sharing that is a central characteristic of FOSS today.<ref name=":55" /> As Unix became commercialized in the 1980s, developers or members of the community who did not support ] began to focus on BSD and turning it into an operating system that did not include any of Unix's code.<ref name=":55" /> The final version of BSD was released in 1995.<ref name=":55" /> | |||
]: GNU is a free operating system created by ] in 1984 with its name meaning Gnu's Not Unix.<ref name=":55" /> The idea was to create a ] alternative operating system that would be available for anyone to use and allow programmers to share code freely between them.<ref name=":55" /> However, the goal of GNU was not to only replace Unix, but to make a superior version that had more technological capabilities.<ref name=":55" /> It was released before the philosophical beliefs of the Free and Open source software revolution were truly defined.<ref name=":55" /> Because of its creation by prominent FOSS programmer Richard Stallman, GNU was heavily involved in FOSS activism, with one of the greatest achievements of GNU being the creation of the ] or GPL, which allowed developers to release software that could be legally shared and modified.<ref name=":55" /> | |||
]: Linux is an ] that was introduced in 1991 by ].<ref name=":55" /> Linux was inspired by making a better version of the for profit operating service ].<ref name=":55" /> It was radically different than what other hackers were producing at the time due to it being totally free of cost and being decentralized.<ref name=":55" /> Later, Linux was put under the ], allowing people to make money with Linux and bringing Linux into the FOSS community.<ref name=":55" /> | |||
] Apache began in 1995 as a collaboration between a group of developers releasing their own web server due to their frustration with ] code base.<ref name=":55" /> The name Apache was used because of the several patches they applied to this code base.<ref name=":55" /> Within a year of its release, it became the worldwide leading ].<ref name=":55" /> Soon, Apache came out with ], creating discord in the greater FOSS community, though ultimately proving successful.<ref name=":55" /> The Apache license allowed permitted members to directly access source code, a marked difference from GNU and Linux's approaches.<ref name=":55" /> | |||
=== Extensions for non-software use === | |||
While the term open source applied originally only to the source code of software, it is now being applied to many other areas such as ], a movement to decentralize technologies so that any human can use them.<ref name=":19">{{Cite web |last=Stallman |first=Richard |date=2007 |title=Why Open Source Misses the Point of Free Software |url=https://www.gnu.org/philosophy/open-source-misses-the-point.html }}</ref><ref>{{Cite journal |last1=Powers |first1=Stephen M. |last2=Hampton |first2=Stephanie E. |date=2019 |title=Open science, reproducibility, and transparency in ecology |journal=Ecological Applications |language=en |volume=29 |issue=1 |pages=e01822 |doi=10.1002/eap.1822 |pmid=30362295 |bibcode=2019EcoAp..29E1822P |issn=1051-0761|doi-access=free }}</ref> However, it is often misapplied to other areas that have different and competing principles, which overlap only partially.<ref name=":3"/> | |||
The same principles that underlie open-source software can be found in many other ventures, such as open source, ], and ].<ref>{{Cite journal |last=Cheliotis |first=Giorgos |date=2009 |title=From open source to open content: Organization, licensing and decision processes in open cultural production |url=http://dx.doi.org/10.1016/j.dss.2009.02.006 |journal=Decision Support Systems |volume=47 |issue=3 |pages=229–244 |doi=10.1016/j.dss.2009.02.006 |issn=0167-9236}}</ref><ref name="Open Collaboration"/> | |||
This "culture" or ideology takes the view that the principles apply more generally to facilitate concurrent input of different agendas, approaches, and priorities, in contrast with more centralized models of development such as those typically used in commercial companies.<ref name=":9">{{Cite journal |last=Raymond |first=Eric |date=2005 |title=The Cathedral and the Bazaar (originally published in Volume 3, Number 3, March 1998) |journal=First Monday |doi=10.5210/fm.v0i0.1472 |doi-access=free |issn=1396-0466}}</ref> | |||
==Value== | |||
More than 90 percent of companies use open-source software as a component of their proprietary software.{{sfn|Butler ''et al.''|2022|p=1}} The decision to use open-source software, or even engage with open-source projects to improve existing open-source software, is typically a pragmatic business decision.{{sfn|Butler ''et al.''|2022|p=11152}}{{sfn|Davila|2015|p=7}} When proprietary software is in direct competition with an open-source alternative, research has found conflicting results on the effect of the competition on the proprietary product's price and quality.{{sfn|Zhou |Choudhary|2022|p=731}} | |||
For decades, some companies have made servicing of an open-source software product for enterprise users their business model. These companies control an open-source software product, and instead of charging for licensing or use, charge for improvements, integration, and other servicing.{{sfn|August ''et al.''|2021|pp=1-2}} ] (SaaS) products based on open-source components are increasingly common.{{sfn|August ''et al.''|2021|p=1}} | |||
Open-source software is preferred for scientific applications, because it increases transparency and aids in the validation and acceptance of scientific results.{{sfn|Morin ''et al.''|2012|loc=Compatibility, Proliferation, Fragmentation, and Directionality}} | |||
==See also== | |||
{{Portal|Free and open-source software}} | |||
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==References== | |||
{{reflist}} | |||
==Further reading== | ==Further reading== | ||
* {{Cite journal | last1=Androutsellis-Theotokis | first1=Stephanos | last2=Spinellis | first2=Diomidis | author-link2=Diomidis Spinellis | last3=Kechagia | first3=Maria | last4=Gousios | first4=Georgios | year = 2010 | title = Open source software: A survey from 10,000 feet | journal = Foundations and Trends in Technology, Information and Operations Management | volume = 4 | issue = 3–4 | pages = 187–347 | isbn = 978-1-60198-484-5 | doi = 10.1561/0200000026 | url = http://www.dmst.aueb.gr/dds/pubs/jrnl/2010-TOMS-OSS-Survey/html/ASKG10.pdf }} | |||
*Mikko Välimäki, ''The Rise of Open Source Licensing: A Challenge to the Use of Intellectual Property in the Software Industry'', Turre Publishing (2005) | |||
* {{cite journal |last1=August |first1=Terrence |last2=Chen |first2=Wei |last3=Zhu |first3=Kevin |title=Competition Among Proprietary and Open-Source Software Firms: The Role of Licensing in Strategic Contribution |journal=Management Science |date=2021 |volume=67 |issue=5 |pages=3041–3066 |doi=10.1287/mnsc.2020.3674|ref={{sfnref|August et al.|2021}}}} | |||
* {{cite book |last1=Birkinbine |first1=Benjamin J. |title=Incorporating the Digital Commons: Corporate Involvement in Free and Open Source Software |date=2020 |publisher=University of Westminster Press |hdl=20.500.12657/37226 |isbn=978-1-912656-43-1 |url=https://library.oapen.org/handle/20.500.12657/37226 |language=en}} | |||
* {{cite journal | last1=Butler | first1=Simon | last2=Gamalielsson | first2=Jonas | last3=Lundell | first3=Björn | last4=Brax | first4=Christoffer | last5=Mattsson | first5=Anders | last6=Gustavsson | first6=Tomas | last7=Feist | first7=Jonas | last8=Kvarnström | first8=Bengt | last9=Lönroth | first9=Erik | title=Considerations and challenges for the adoption of open source components in software-intensive businesses | journal=Journal of Systems and Software | publisher=Elsevier BV | volume=186 | year=2022 | issn=0164-1212 | doi=10.1016/j.jss.2021.111152 | page=111152|ref={{sfnref|Butler et al.|2022}}}} | |||
* ]. ''Coding Freedom: The Ethics and Aesthetics of Hacking'' (Princeton UP, 2012) | |||
* {{cite book |last1=Davila |first1=Jacinto |title=Societal Benefits of Freely Accessible Technologies and Knowledge Resources|chapter=The Political Logic of Free, Libre, Open Source Software |pages= 1–24 |date=2015 |publisher=IGI Global |isbn=978-1-4666-8337-2 |language=en}} | |||
* {{cite book |author1 =Fadi P. Deek |author2 =James A. M. McHugh | title=Open Source: Technology and Policy |url =https://archive.org/details/opensourcetechno0000deek |url-access =registration | publisher=Cambridge University Press | location=Cambridge | year=2008 | isbn=978-0-511-36775-5 }} | |||
* {{cite book | title=Open Sources: Voices from the Open Source Revolution | editor=] and Sam Ockman and Mark Stone | publisher=O'Reilly | year=1999 | isbn=978-1-56592-582-3 | url=https://archive.org/details/isbn_9781565925823 }} | |||
* {{cite book | editor = Joshua Gay | title = Free Software, Free Society: Selected Essays of Richard M. Stallman | publisher = GNU Press, Free Software Foundation | year = 2002 | location = Boston | isbn = 978-1-882114-98-6 | url = https://archive.org/details/freesoftwarefree00rich }} | |||
* '''' | |||
* (in Adobe ] format) | |||
* {{cite journal |last=v. Engelhardt |first=Sebastian |year=2008|url=https://ideas.repec.org/p/jrp/jrpwrp/2008-045.html |title="The Economic Properties of Software", Jena Economic Research Papers, Volume 2 (2008), Number 2008-045 |journal=Jena Economics Research Papers |format=PDF}} | |||
* Lerner, J. & Tirole, J. (2002): 'Some simple economics on open source', Journal of Industrial Economics 50(2), p 197–234 | |||
* {{cite book |first=Mikko |last=Välimäki |title=The Rise of Open Source Licensing: A Challenge to the Use of Intellectual Property in the Software Industry |publisher=Turre Publishing |year=2005 |url=http://pub.turre.com/openbook_valimaki.pdf |url-status=dead |archive-url=https://web.archive.org/web/20090304002920/http://pub.turre.com/openbook_valimaki.pdf |archive-date=4 March 2009 |df=dmy-all }} | |||
* {{cite journal |last1=Morin |first1=Andrew |last2=Urban |first2=Jennifer |last3=Sliz |first3=Piotr |title=A Quick Guide to Software Licensing for the Scientist-Programmer |journal=PLOS Computational Biology |date=2012 |volume=8 |issue=7 |pages=e1002598 |doi=10.1371/journal.pcbi.1002598 |doi-access=free |pmid=22844236 |pmc=3406002 |bibcode=2012PLSCB...8E2598M |language=en |issn=1553-7358|ref={{sfnref|Morin et al.|2012}}}} | |||
* {{cite journal |last=Polley |first=Barry |date=2007-12-11 |url=http://nzoss.org.nz/system/files/moj_oss_strategy_1.0.pdf |title=Open Source Discussion Paper – version 1.0 |publisher=New Zealand Ministry of Justice |access-date=2007-12-12 |archive-url=https://web.archive.org/web/20180223161836/https://nzoss.org.nz/system/files/moj_oss_strategy_1.0.pdf |archive-date=23 February 2018 |url-status=dead |website=New Zealand Open Source Society }} | |||
* Rossi, M. A. (2006): Decoding the free/open-source software puzzle: A survey of theoretical and empirical contributions, in J. Bitzer P. Schröder, eds, 'The Economics of Open Source Software Development', p 15–55. | |||
* — an online book containing essays from prominent members of the open-source community | |||
* | |||
* {{cite web |url=http://www.uni-stuttgart.de/soz/oi/publikationen/soi_2017_3_Schrape.Open.Source.Projects.Incubators.Innovation.pdf |author=Schrape, Jan-Felix |date=2017 |title=Open Source Projects as Incubators of Innovation. From Niche Phenomenon to Integral Part of the Software Industry |publisher=Research Contributions to Organizational Sociology and Innovation Studies 2017-03 |location=Stuttgart}} | |||
* '''', a Confluence article providing guidelines for fair participation in the open source ecosystem, by Radovan Semancik | |||
* {{cite journal |last1=Zhou |first1=Zach Zhizhong |last2=Choudhary |first2=Vidyanand |title=Impact of Competition from Open Source Software on Proprietary Software |journal=Production and Operations Management |date=2022 |volume=31 |issue=2 |pages=731–742 |doi=10.1111/poms.13575}} | |||
==External links== | ==External links== | ||
{{Commons category|Free software}} | |||
* — Eben Moglen, Professor of Law and History at Columbia University | |||
{{Wikibooks|Open Source}} | |||
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{{wikibooks|Use the Source}} | |||
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Latest revision as of 19:53, 24 December 2024
Software licensed to ensure source code usage rights Open-source software shares similarities with free software and is part of the broader term free and open-source software.For broader coverage of this topic, see open-source-software movement.
It has been suggested that this article be merged into free and open-source software. (Discuss) Proposed since May 2024. |
Open-source software (OSS) is computer software that is released under a license in which the copyright holder grants users the rights to use, study, change, and distribute the software and its source code to anyone and for any purpose. Open-source software may be developed in a collaborative, public manner. Open-source software is a prominent example of open collaboration, meaning any capable user is able to participate online in development, making the number of possible contributors indefinite. The ability to examine the code facilitates public trust in the software.
Open-source software development can bring in diverse perspectives beyond those of a single company. A 2024 estimate of the value of open-source software to firms is $8.8 trillion, as firms would need to spend 3.5 times the amount they currently do without the use of open source software.
Open-source code can be used for studying and allows capable end users to adapt software to their personal needs in a similar way user scripts and custom style sheets allow for web sites, and eventually publish the modification as a fork for users with similar preferences, and directly submit possible improvements as pull requests.
Definitions
The Open Source Initiative's (OSI) definition is recognized by several governments internationally as the standard or de facto definition. OSI uses The Open Source Definition to determine whether it considers a software license open source. The definition was based on the Debian Free Software Guidelines, written and adapted primarily by Perens. Perens did not base his writing on the "four freedoms" from the Free Software Foundation (FSF), which were only widely available later.
Under Perens' definition, open source is a broad software license that makes source code available to the general public with relaxed or non-existent restrictions on the use and modification of the code. It is an explicit "feature" of open source that it puts very few restrictions on the use or distribution by any organization or user, in order to enable the rapid evolution of the software.
According to Feller et al. (2005), the terms "free software" and "open-source software" should be applied to any "software products distributed under terms that allow users" to use, modify, and redistribute the software "in any manner they see fit, without requiring that they pay the author(s) of the software a royalty or fee for engaging in the listed activities."
Despite initially accepting it, Richard Stallman of the FSF now flatly opposes the term "Open Source" being applied to what they refer to as "free software". Although he agrees that the two terms describe "almost the same category of software", Stallman considers equating the terms incorrect and misleading. Stallman also opposes the professed pragmatism of the Open Source Initiative, as he fears that the free software ideals of freedom and community are threatened by compromising on the FSF's idealistic standards for software freedom. The FSF considers free software to be a subset of open-source software, and Richard Stallman explained that DRM software, for example, can be developed as open source, despite that it does not give its users freedom (it restricts them), and thus does not qualify as free software.
Open-source software development
Main article: Open-source software development model See also: GitHubDevelopment model
In his 1997 essay The Cathedral and the Bazaar, open-source influential contributor Eric S. Raymond suggests a model for developing OSS known as the bazaar model. Raymond likens the development of software by traditional methodologies to building a cathedral, with careful isolated work by individuals or small groups. He suggests that all software should be developed using the bazaar style, with differing agendas and approaches.
In the traditional model of development, which he called the cathedral model, development takes place in a centralized way. Roles are clearly defined. Roles include people dedicated to designing (the architects), people responsible for managing the project, and people responsible for implementation. Traditional software engineering follows the cathedral model.
The bazaar model, however, is different. In this model, roles are not clearly defined. Some proposed characteristics of software developed using the bazaar model should exhibit the following patterns:
Users should be treated as co-developers: The users are treated like co-developers and so they should have access to the source code of the software. Furthermore, users are encouraged to submit additions to the software, code fixes for the software, bug reports, documentation, etc. Having more co-developers increases the rate at which the software evolves. Linus's law states that given enough eyeballs all bugs are shallow. This means that if many users view the source code, they will eventually find all bugs and suggest how to fix them. Some users have advanced programming skills, and furthermore, each user's machine provides an additional testing environment. This new testing environment offers the ability to find and fix a new bug.
Early releases: The first version of the software should be released as early as possible so as to increase one's chances of finding co-developers early.
Frequent integration: Code changes should be integrated (merged into a shared code base) as often as possible so as to avoid the overhead of fixing a large number of bugs at the end of the project life cycle. Some open-source projects have nightly builds where integration is done automatically.
Several versions: There should be at least two versions of the software. There should be a buggier version with more features and a more stable version with fewer features. The buggy version (also called the development version) is for users who want the immediate use of the latest features and are willing to accept the risk of using code that is not yet thoroughly tested. The users can then act as co-developers, reporting bugs and providing bug fixes.
High modularization: The general structure of the software should be modular allowing for parallel development on independent components.
Dynamic decision-making structure: There is a need for a decision-making structure, whether formal or informal, that makes strategic decisions depending on changing user requirements and other factors. Compare with extreme programming.
The process of Open source development begins with a requirements elicitation where developers consider if they should add new features or if a bug needs to be fixed in their project. This is established by communicating with the OSS community through avenues such as bug reporting and tracking or mailing lists and project pages. Next, OSS developers select or are assigned to a task and identify a solution. Because there are often many different possible routes for solutions in OSS, the best solution must be chosen with careful consideration and sometimes even peer feedback. The developer then begins to develop and commit the code. The code is then tested and reviewed by peers. Developers can edit and evolve their code through feedback from continuous integration. Once the leadership and community are satisfied with the whole project, it can be partially released and user instruction can be documented. If the project is ready to be released, it is frozen, with only serious bug fixes or security repairs occurring. Finally, the project is fully released and only changed through minor bug fixes.
Advantages
Open source implementation of a standard can increase adoption of that standard. This creates developer loyalty as developers feel empowered and have a sense of ownership of the end product.
Moreover, lower costs of marketing and logistical services are needed for OSS. OSS can be a tool to promote a company's image, including its commercial products. The OSS development approach has helped produce reliable, high quality software quickly and inexpensively.
Open source development offers the potential to quicken innovation and create of social value. In France for instance, a policy that incentivized government to favor free open-source software increased to nearly 600,000 OSS contributions per year, generating social value by increasing the quantity and quality of open-source software. This policy also led to an estimated increase of up to 18% of tech startups and a 14% increase in the number of people employed in the IT sector.
OSS can be highly reliable when it has thousands of independent programmers testing and fixing bugs of the software. Open source is not dependent on the company or author that originally created it. Even if the company fails, the code continues to exist and be developed by its users.
OSS is flexible because modular systems allow programmers to build custom interfaces, or add new abilities to it and it is innovative since open-source programs are the product of collaboration among a large number of different programmers. The mix of divergent perspectives, corporate objectives, and personal goals speeds up innovation.
Moreover, free software can be developed in accordance with purely technical requirements. It does not require thinking about commercial pressure that often degrades the quality of the software. Commercial pressures make traditional software developers pay more attention to customers' requirements than to security requirements, since such features are somewhat invisible to the customer.
Development tools
In open-source software development, tools are used to support the development of the product and the development process itself.
Version control systems such as Centralized Version control system (CVCS) and the distributed version control system (DVCS) are examples of tools, often open source, that help manage the source code files and the changes to those files for a software project in order to foster collaboration. CVCS are centralized with a central repository while DVCS are decentralized and have a local repository for every user. concurrent versions system (CVS) and later Subversion (SVN) and Git are examples of CVCS. The repositories are hosted and published on source-code-hosting facilities such as GitHub.
Open-source projects use utilities such as issue trackers to organize open-source software development. Commonly used bug trackers include Bugzilla and Redmine.
Tools such as mailing lists and IRC provide means of coordination and discussion of bugs among developers. Project web pages, wiki pages, roadmap lists and newsgroups allow for the distribution of project information that focuses on end users.
Opportunities for participation
Contributing
The basic roles OSS participants can fall into multiple categories, beginning with leadership at the center of the project who have control over its execution. Next are the core contributors with a great deal of experience and authority in the project who may guide the other contributors. Non-core contributors have less experience and authority, but regularly contribute and are vital to the project's development. New contributors are the least experienced but with mentorship and guidance can become regular contributors.
Some possible ways of contributing to open-source software include such roles as programming, user interface design and testing, web design, bug triage, accessibility design and testing, UX design, code testing, and security review and testing. However, there are several ways of contributing to OSS projects even without coding skills. For example, some less technical ways of participating are documentation writing and editing, translation, project management, event organization and coordination, marketing, release management, community management, and public relations and outreach.
Funding is absolutely another terrific way that individuals and organizations choose to contribute to open source projects. Groups like Open Collective provide a means for individuals to contribute monthly to supporting their favorite projects. Organizations like the Sovereign Tech Fund is able to contribute to millions to supporting the tools the German Government uses. The National Science Foundation established a Pathways to Enable Open-Source Ecosystems (POSE) program to support open source innovation.
Industry participation
The adoption of open-source software by industry is increasing over time. OSS is popular in several industries such as telecommunications, aerospace, healthcare, and media & entertainment due to the benefits it provides. Adoption of OSS is more likely in larger organizations and is dependent on the company's IT usage, operating efficiencies, and the productivity of employees.
Industries are likely to use OSS due to back-office functionality, sales support, research and development, software features, quick deployment, portability across platforms and avoidance of commercial license management. Additionally, lower cost for hardware and ownership are also important benefits.
Prominent organizations
Organizations that contribute to the development and expansions of free and open-source software movements exist all over the world. These organizations are dedicated to goals such as teaching and spreading technology. As listed by a former vice president of the Open Source Initiative, some American organizations include the Free Software Foundation, Software Freedom Conservancy, the Open Source Initiative and Software in the Public Interest. Within Europe some notable organizations are Free Software Foundation Europe, open-source projects EU (OSP) and OpenForum Europe (OFE). One Australian organization is Linux Australia while Asia has Open source Asia and FOSSAsia. Free and open source software for Africa (FOSSFA) and OpenAfrica are African organizations and Central and South Asia has such organizations as FLISOL and GRUP de usuarios de software libre Peru. Outside of these, many more organizations dedicated to the advancement of open-source software exist.
Legal and economic issues
Licensing
Main article: Open-source license Further information: Free-software license See also: Free and open-source software § Licensing, and Software licenseFOSS products are generally licensed under two types of licenses: permissive licensing and copyleft licensing. Both of these types of licenses are different than proprietary licensing in that they can allow more users access to the software and allow for the creation of derivative works as specified by the terms of the specific license, as each license has its own rules. Permissive licenses allow recipients of the software to implement the author's copyright rights without having to use the same license for distribution. Examples of this type of license include the BSD, MIT, and Apache licenses. Copyleft licenses are different in that they require recipients to use the same license for at least some parts of the distribution of their works. Strong copyleft licenses require all derivative works to use the same license while weak copyleft licenses require the use of the same license only under certain conditions. Examples of this type of license include the GNU family of licenses, and the MPL and EPL licenses. The similarities between these two categories of licensing include that they provide a broad grant of copyright rights, require that recipients preserve copyright notices, and that a copy of the license is provided to recipients with the code.
One important legal precedent for open-source software was created in 2008, when the Jacobson v Katzer case enforced terms of the Artistic license, including attribution and identification of modifications. The ruling of this case cemented enforcement under copyright law when the conditions of the license were not followed. Because of the similarity of the Artistic license to other open-source software licenses, the ruling created a precedent that applied widely.
Examples of free-software license / open-source licenses include Apache licenses, BSD licenses, GNU General Public Licenses, GNU Lesser General Public License, MIT License, Eclipse Public License and Mozilla Public License.
Legal issues
Several gray areas exist within software regulation that have great impact on open-source software, such as if software is a good or service, what can be considered a modification, governance through contract vs license, ownership and right of use. While there have been developments on these issues, they often lead to even more questions. The existence of these uncertainties in regulation has a negative impact on industries involved in technologies as a whole.
Within the legal history of software as a whole, there was much debate on whether to protect it as intellectual property under patent law, copyright law or establishing a unique regulation. Ultimately, copyright law became the standard with computer programs being considered a form of literary work, with some tweaks of unique regulation.
Software is generally considered source code and object code, with both being protectable, though there is legal variety in this definition. Some jurisdictions attempt to expand or reduce this conceptualization for their own purposes. For example, The European Court of Justice defines a computer program as not including the functionality of a program, the programing language, or the format of data files. By limiting protections of the different aspects of software, the law favors an open-source approach to software use. The US especially has an open approach to software, with most open-source licenses originating there. However, this has increased the focus on patent rights within these licenses, which has seen backlash from the OSS community, who prefer other forms of IP protection.
Another issue includes technological protection measures (TPM) and digital rights management (DRM) techniques which were internationally legally recognized and protected in the 1996 World Intellectual Property Organization (WIPO) Treaty. Open source software proponents disliked these technologies as they constrained end-users potentially beyond copyright law. Europe responded to such complaints by putting TPM under legal controls, representing a victory for OSS supporters.
Economic/business implications
In open-source communities, instead of owning the software produced, the producer owns the development of the evolving software. In this way, the future of the software is open, making ownership or intellectual property difficult within OSS. Licensing and branding can prevent others from stealing it, preserving its status as a public good. Open source software can be considered a public good as it is available to everyone and does not decrease in value for others when downloaded by one person. Open source software is unique in that it becomes more valuable as it is used and contributed to, instead of diminishing the resource. This is explained by concepts such as investment in reputation and network effects.
The economic model of open-source software can be explained as developers contribute work to projects, creating public benefits. Developers choose projects based on the perceived benefits or costs, such as improved reputation or value of the project. The motivations of developers can come from many different places and reasons, but the important takeaway is that money is not the only or even most important incentivization.
Because economic theory mainly focuses on the consumption of scarce resources, the OSS dynamic can be hard to understand. In OSS, producers become consumers by reaping the rewards of contributing to a project. For example, a developer becomes well regarded by their peers for a successful contribution to an OSS project. The social benefits and interactions of OSS are difficult to account for in economic models as well. Furthermore, the innovation of technology creates constantly changing value discussions and outlooks, making economic model unable to predict social behavior.
Although OSS is theoretically challenging in economic models, it is explainable as a sustainable social activity that requires resources. These resources include time, money, technology and contributions. Many developers have used technology funded by organizations such as universities and governments, though these same organizations benefit from the work done by OSS. As OSS grows, hybrid systems containing OSS and proprietary systems are becoming more common.
Throughout the mid 2000s, more and more tech companies have begun to use OSS. For example, Dell's move of selling computers with GNU/Linux already installed. Microsoft itself has launched a Linux-based operating system despite previous animosity with the OSS movement. Despite these developments, these companies tend to only use OSS for certain purposes, leading to worries that OSS is being taken advantage of by corporations and not given anything in return.
Government uses
While many governments are interested in implementing and promoting open-source software due to the many benefits provided, a huge issue to be considered is cybersecurity. While accidental vulnerabilities are possible, so are attacks by outside agents. Because of these fears, governmental interest in contributing to the governance of software has become more prominent. However, these are the broad strokes of the issue, with each country having their own specific politicized interactions with open-source software and their goals for its implementation. For example, the United States has focused on national security in regard to open-source software implementation due to the perceived threat of the increase of open-source software activity in countries like China and Russia, with the Department of Defense considering multiple criteria for using OSS. These criteria include: if it comes from and is maintained by trusted sources, whether it will continue to be maintained, if there are dependencies on sub-components in the software, component security and integrity, and foreign governmental influence.
Another issue for governments in regard to open source is their investments in technologies such as operating systems, semiconductors, cloud, and artificial intelligence. These technologies all have implications for global cooperation, again opening up security issues and political consequences. Many countries have to balance technological innovation with technological dependence in these partnerships. For example, after China's open-source dependent company Huawei was prevented from using Google's Android system in 2019, they began to create their own alternative operating system: Harmony OS.
Germany recently established a Sovereign Tech Fund, to help support the governance and maintenance of the software that they use.
Open software movement
History
Further information: History of free and open-source softwareIn the early days of computing, such as the 1950s and into the 1960s, programmers and developers shared software to learn from each other and evolve the field of computing. For example, Unix included the operating system source code for users. Eventually, the commercialization of software in the years 1970–1980 began to prevent this practice. However, academics still often developed software collaboratively.
In response, the open-source movement was born out of the work of skilled programmer enthusiasts, widely referred to as hackers or hacker culture. One of these enthusiasts, Richard Stallman, was a driving force behind the free software movement, which would later allow for the open-source movement. In 1984, he resigned from MIT to create a free operating system, GNU, after the programmer culture in his lab was stifled by proprietary software preventing source code from being shared and improved upon. GNU was UNIX compatible, meaning that the programmer enthusiasts would still be familiar with how it worked. However, it quickly became apparent that there was some confusion with the label Stallman had chosen of free software, which he described as free as in free speech, not free beer, referring to the meaning of free as freedom rather than price. He later expanded this concept of freedom to the four essential freedoms. Through GNU, open-source norms of incorporating others' source code, community bug fixes and suggestions of code for new features appeared. In 1985, Stallman founded the Free Software Foundation (FSF) to promote changes in software and to help write GNU. In order to prevent his work from being used in proprietary software, Stallman created the concept of copyleft, which allowed the use of his work by anyone, but under specific terms. To do this, he created the GNU General Public License (GNU GPL) in 1989, which was updated in 1991. In 1991, GNU was combined with the Linux kernel written by Linus Torvalds, as a kernel was missing in GNU. The operating system is now usually referred to as Linux. Throughout this whole period, there were many other free software projects and licenses around at the time, all with different ideas of what the concept of free software was and should be, as well as the morality of proprietary software, such as Berkeley Software Distribution, TeX, and the X Window System.
As free software developed, the Free Software Foundation began to look how to bring free software ideas and perceived benefits to the commercial software industry. It was concluded that FSF's social activism was not appealing to companies and they needed a way to rebrand the free software movement to emphasize the business potential of sharing and collaborating on software source code. The term open source was suggested by Christine Peterson in 1998 at a meeting of supporters of free software. Many in the group felt the name free software was confusing to newcomers and holding back industry interest and they readily accepted the new designation of open source, creating the Open Source Initiative (OSI) and the OSI definition of what open source software is. The Open Source Initiative's (OSI) definition is now recognized by several governments internationally as the standard or de facto definition. The definition was based on the Debian Free Software Guidelines, written and adapted primarily by Bruce Perens. The OSI definition differed from the free software definition in that it allows the inclusion of proprietary software and allows more liberties in its licensing. Some, such as Stallman, agree more with the original concept of free software as a result because it takes a strong moral stance against proprietary software, through there is much overlap between the two movements in terms of the operation of the software.
While the Open Source Initiative sought to encourage the use of the new term and evangelize the principles it adhered to, commercial software vendors found themselves increasingly threatened by the concept of freely distributed software and universal access to an application's source code, with an executive of Microsoft calling open source an intellectual property destroyer in 2001. However, while free and open-source software (FOSS) has historically played a role outside of mainstream private software development, companies as large as Microsoft have begun to develop official open source presences on the Internet. IBM, Oracle, and State Farm are just a few of the companies with a serious public stake in today's competitive open source market, marking a significant shift in the corporate philosophy concerning the development of FOSS.
Future
The future of the open source software community, and the free software community by extension, has become successful if not confused about what it stands for. For example, Android and Ubuntu are examples milestones of success in the open source software rise to prominence from the sidelines of technological innovation as it existed in the early 2000s. However, some in the community consider them failures in their representation of OSS due to issues such as the downplaying of the OSS center of Android by Google and its partners, the use of an Apache license that allowed forking and resulted in a loss of opportunities for collaboration within Android, the prioritization of convenience over freedom in Ubuntu, and features within Ubuntu that track users for marketing purposes.
The use of OSS has become more common in business with 78% of companies reporting that they run all or part of their operations on FOSS. The popularity of OSS has risen to the point that Microsoft, a once detractor of OSS, has included its use in their systems. However, this success has raised concerns that will determine the future of OSS as the community must answer questions such as what OSS is, what should it be, and what should be done to protect it, if it even needs protecting. All in all, while the free and open source revolution has slowed to a perceived equilibrium in the market place, that does not mean it is over as many theoretical discussions must take place to determine its future.
Comparisons with other software licensing/development models
Closed source / proprietary software
Main article: Comparison of open-source and closed-source softwareOpen source software differs from proprietary software in that it is publicly available, the license requires no fees, modifications and distributions are allowed under license specifications. All of this works to prevent a monopoly on any OSS product, which is a goal of proprietary software. Proprietary software limits their customers' choices to either committing to using that software, upgrading it or switching to other software, forcing customers to have their software preferences impacted by their monetary cost. The ideal case scenario for the proprietary software vendor would be a lock-in, where the customer does not or cannot switch software due to these costs and continues to buy products from that vendor.
Within proprietary software, bug fixes can only be provided by the vendor, moving platforms requires another purchase and the existence of the product relies on the vendor, who can discontinue it at any point. Additionally, proprietary software does not provide its source code and cannot be altered by users. For businesses, this can pose a security risk and source of frustration, as they cannot specialize the product to their needs, and there may be hidden threats or information leaks within the software that they cannot access or change.
Free software
Main article: Alternative terms for free software See also: Comparison of free and open-source software licensesUnder OSI's definition, open source is a broad software license that makes source code available to the general public with relaxed or non-existent restrictions on the use and modification of the code. It is an explicit feature of open source that it puts very few restrictions on the use or distribution by any organization or user, in order to enable the rapid evolution of the software.
Richard Stallman, leader of the Free software movement and member of the free software foundation opposes the term open source being applied to what they refer to as free software. Although he agrees that the two terms describe almost the same category of software, Stallman considers equating the terms incorrect and misleading. He believes that the main difference is that by choosing one term over the other lets others know about what one's goals are: development (open source) or a social stance (free software). Nevertheless, there is significant overlap between open source software and free software. Stallman also opposes the professed pragmatism of the Open Source Initiative, as he fears that the free software ideals of freedom and community are threatened by compromising on the FSF's idealistic standards for software freedom. The FSF considers free software to be a subset of open-source software, and Richard Stallman explained that DRM software, for example, can be developed as open source, despite how it restricts its users, and thus does not qualify as free software.
The FSF said that the term open source fosters an ambiguity of a different kind such that it confuses the mere availability of the source with the freedom to use, modify, and redistribute it. On the other hand, the term free software was criticized for the ambiguity of the word free, which was seen as discouraging for business adoption, and for the historical ambiguous usage of the term.
Developers have used the alternative terms Free and Open Source Software (FOSS), or Free/Libre and Open Source Software (FLOSS), consequently, to describe open-source software that is also free software.
Source-available software
Main article: Source-available softwareSoftware can be distributed with source code, which is a code that is readable. Software is source available when this source code is available to be seen. However to be source available or FOSS, the source code does not need to be accessible to all, just the users of that software. While all FOSS software is source available because this is a requirement made by the Open Source Definition, not all source available software is FOSS. For example, if the software does not meet other aspects of the Open Source Definition such as permitted modification or redistribution, even if the source code is available, the software is not FOSS.
Open-sourcing
A recent trend within software companies is open sourcing, or transitioning their previous proprietary software into open source software through releasing it under an open-source license. Examples of companies who have done this are Google, Microsoft and Apple. Additionally, open sourcing can refer to programming open source software or installing open source software. Open sourcing can be beneficial in multiple ways, such as attracting more external contributors who bring new perspectives and problem solving capabilities. The downsides of open sourcing include the work that has to be done to maintaining the new community, such as making the base code easily understandable, setting up communication channels for new developers and creating documentation to allow new developers to easily join. However, a review of several open sourced projects found that although a newly open sourced project attracts many newcomers, a great amount are likely to soon leave the project and their forks are also likely to not be impactful.
Other
Other concepts that may share some similarities to open source are shareware, public domain software, freeware, and software viewers/readers that are freely available but do not provide source code. However, these differ from open source software in access to source code, licensing, copyright and fees.
Society and culture
Demographics
Despite being able to collaborate internationally, open source software contributors were found to mostly be located in large clusters such as Silicon Valley that largely collaborate within themselves. Possible reasons for this phenomenon may be that the OSS contributor demographic largely works in software, meaning that the OSS geographic location is closely related to that dispersion and collaborations could be encouraged through work and social networks. Code acceptance can be impacted by status within these social network clusters, creating unfair predispositions in code acceptance based on location. Barriers to international collaboration also include linguistic or cultural differences. Furthermore, each country has been shown to have a higher acceptance rate for code from contributors within their country except India, indicating a bias for culturally similar collaborators.
In 2021, the countries with the highest open source software contributions included the United States, China, Germany, India, and the UK, in that order. The counties with the highest OSS developers per capita from a study in 2021 include, in order, Iceland, Switzerland, Norway, Sweden, and Finland, while in 2008 the countries with top amount of estimated contributors in SourceForge were the United States, Germany, United Kingdom, Canada and France. Though there have been several studies done on the distribution and contributions of OSS developers, this is still an open field that can be measured in several different ways. For instance, Information and communication technology participation, population, wealth and proportion of access to the internet have been shown to be correlated with OSS contributions.
Although gender diversity has been found to enhance team productivity, women still face biases while contributing to open source software projects when their gender is identifiable. In 2002, only 1.5% of international open-source software developers were women, while women made up 28% of tech industry roles, demonstrating their low representation in the software field. Despite OSS contributions having no prerequisites, this gender bias may continue to exist due to the common belief of contributors that gender should not matter, and the quality of code should be the only consideration for code acceptance, preventing the community from addressing the systemic disparities in female representation. However, a more recent figure of female OSS participation internationally calculated across 2005 to 2021 is 9.8%, with most being recent contributors, indicating that female participation may be growing.
Motivations
There are many motivations for contributing to the OSS community. For one, it is an opportunity to learn and practice multiple skills such as coding and other technology related abilities, but also fundamental skills such as communication and collaboration and practical skills needed to excel in technology related fields such as issue tracking or version control. Instead of learning through a classroom or a job, learning through contributing to OSS allows participants to learn at their own pace and follow what interests them. When contributing to OSS, the contributor can learn the current industry best practices, technology and trends and even have the opportunity to contribute to the next big innovation as OSS grows increasingly popular within the tech field. Contributing to OSS without payment means there is no threat of being fired, though reputations can take a hit. On the other hand, a huge motivation to contribute to OSS is the reputation gained as one grows one's public portfolio.
Disparities
Even though programming was originally seen as a female profession, there remains a large gap in computing. Social identity tends to be a large concern as women in the tech industry face insecurity about attracting unwanted male attention and harassment or being unfeminine in their technology knowledge, having a large impact on confidence. Some male tech participants make clear that they believe women fitting in within the culture is impossible, furthering the insecurity for women and their place in the tech industry. Additionally, even in a voluntary contribution environment like open source software, women tend to end up doing the less technical aspects of projects, such as manual testing or documentation despite women and men showing the same productivity in OSS contributions. Explicit biases include longer feedback time, more scrutinization of code and lower acceptance rate of code. Specifically in the open-source software community, women report that sexually offensive language is common and the women's identity as female is given more attention that as an OSS contributor Bias is hard to address due to the belief that gender should not matter, with most contributors feeling that women getting special treatment is unfair and success should be dependent on skill, preventing any changes to be more inclusive.
Adoption and application
Key projects
Open source software projects are built and maintained by a network of programmers, who may often be volunteers, and are widely used in free as well as commercial products.
Unix: Unix is an operating system created by AT&T that began as a precursor to open source software in that the free and open-source software revolution began when developers began trying to create operating systems without Unix code. Unix was created in the 1960s, before the commercialization of software and before the concept of open source software was necessary, therefore it was not considered a true open source software project. It started as a research project before being commercialized in the mid 1980s. Before its commercialization, it represented many of the ideals held by the Free and Open source software revolution, including the decentralized collaboration of global users, rolling releases and a community culture of distaste towards proprietary software.
BSD: Berkeley Software Distribution (BSD) is an operating system that began as a variant of Unix in 1978 that mixed Unix code with code from Berkeley labs to increase functionality. As BSD was focused on increasing functionality, it would publicly share its greatest innovations with the main Unix operating system. This is an example of the free public code sharing that is a central characteristic of FOSS today. As Unix became commercialized in the 1980s, developers or members of the community who did not support proprietary software began to focus on BSD and turning it into an operating system that did not include any of Unix's code. The final version of BSD was released in 1995.
GNU: GNU is a free operating system created by Richard Stallman in 1984 with its name meaning Gnu's Not Unix. The idea was to create a Unix alternative operating system that would be available for anyone to use and allow programmers to share code freely between them. However, the goal of GNU was not to only replace Unix, but to make a superior version that had more technological capabilities. It was released before the philosophical beliefs of the Free and Open source software revolution were truly defined. Because of its creation by prominent FOSS programmer Richard Stallman, GNU was heavily involved in FOSS activism, with one of the greatest achievements of GNU being the creation of the GNU General Public License or GPL, which allowed developers to release software that could be legally shared and modified.
Linux: Linux is an operating system kernel that was introduced in 1991 by Linus Torvalds. Linux was inspired by making a better version of the for profit operating service Minux. It was radically different than what other hackers were producing at the time due to it being totally free of cost and being decentralized. Later, Linux was put under the GPL license, allowing people to make money with Linux and bringing Linux into the FOSS community.
Apache: Apache began in 1995 as a collaboration between a group of developers releasing their own web server due to their frustration with NCSA HTTPd code base. The name Apache was used because of the several patches they applied to this code base. Within a year of its release, it became the worldwide leading web server. Soon, Apache came out with its own license, creating discord in the greater FOSS community, though ultimately proving successful. The Apache license allowed permitted members to directly access source code, a marked difference from GNU and Linux's approaches.
Extensions for non-software use
While the term open source applied originally only to the source code of software, it is now being applied to many other areas such as open-source ecology, a movement to decentralize technologies so that any human can use them. However, it is often misapplied to other areas that have different and competing principles, which overlap only partially.
The same principles that underlie open-source software can be found in many other ventures, such as open source, open content, and open collaboration.
This "culture" or ideology takes the view that the principles apply more generally to facilitate concurrent input of different agendas, approaches, and priorities, in contrast with more centralized models of development such as those typically used in commercial companies.
Value
More than 90 percent of companies use open-source software as a component of their proprietary software. The decision to use open-source software, or even engage with open-source projects to improve existing open-source software, is typically a pragmatic business decision. When proprietary software is in direct competition with an open-source alternative, research has found conflicting results on the effect of the competition on the proprietary product's price and quality.
For decades, some companies have made servicing of an open-source software product for enterprise users their business model. These companies control an open-source software product, and instead of charging for licensing or use, charge for improvements, integration, and other servicing. Software as a service (SaaS) products based on open-source components are increasingly common.
Open-source software is preferred for scientific applications, because it increases transparency and aids in the validation and acceptance of scientific results.
See also
- Comparison of free and open-source software licenses
- Free software
- Free-software license
- Free software movement
- List of free and open-source software packages
- Free content
- Open-source hardware
- Open Source Initiative
- Open-source license
- Open-source software advocacy
- Open Source Software Institute
- Open-source software security
- Open-source video game
- All articles with titles containing "Open source"
- Proprietary software
- Shared Source Initiative
- Timeline of free and open-source software
- Software composition analysis
- Digital public goods
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Further reading
- Androutsellis-Theotokis, Stephanos; Spinellis, Diomidis; Kechagia, Maria; Gousios, Georgios (2010). "Open source software: A survey from 10,000 feet" (PDF). Foundations and Trends in Technology, Information and Operations Management. 4 (3–4): 187–347. doi:10.1561/0200000026. ISBN 978-1-60198-484-5.
- August, Terrence; Chen, Wei; Zhu, Kevin (2021). "Competition Among Proprietary and Open-Source Software Firms: The Role of Licensing in Strategic Contribution". Management Science. 67 (5): 3041–3066. doi:10.1287/mnsc.2020.3674.
- Birkinbine, Benjamin J. (2020). Incorporating the Digital Commons: Corporate Involvement in Free and Open Source Software. University of Westminster Press. hdl:20.500.12657/37226. ISBN 978-1-912656-43-1.
- Butler, Simon; Gamalielsson, Jonas; Lundell, Björn; Brax, Christoffer; Mattsson, Anders; Gustavsson, Tomas; Feist, Jonas; Kvarnström, Bengt; Lönroth, Erik (2022). "Considerations and challenges for the adoption of open source components in software-intensive businesses". Journal of Systems and Software. 186. Elsevier BV: 111152. doi:10.1016/j.jss.2021.111152. ISSN 0164-1212.
- Coleman, E. Gabriella. Coding Freedom: The Ethics and Aesthetics of Hacking (Princeton UP, 2012)
- Davila, Jacinto (2015). "The Political Logic of Free, Libre, Open Source Software". Societal Benefits of Freely Accessible Technologies and Knowledge Resources. IGI Global. pp. 1–24. ISBN 978-1-4666-8337-2.
- Fadi P. Deek; James A. M. McHugh (2008). Open Source: Technology and Policy. Cambridge: Cambridge University Press. ISBN 978-0-511-36775-5.
- Chris DiBona and Sam Ockman and Mark Stone, ed. (1999). Open Sources: Voices from the Open Source Revolution. O'Reilly. ISBN 978-1-56592-582-3.
- Joshua Gay, ed. (2002). Free Software, Free Society: Selected Essays of Richard M. Stallman. Boston: GNU Press, Free Software Foundation. ISBN 978-1-882114-98-6.
- Understanding FOSS | editor = Sampathkumar Coimbatore India
- Benkler, Yochai (2002), "Coase's Penguin, or, Linux and The Nature of the Firm." Yale Law Journal 112.3 (Dec 2002): p367(78) (in Adobe pdf format)
- v. Engelhardt, Sebastian (2008). ""The Economic Properties of Software", Jena Economic Research Papers, Volume 2 (2008), Number 2008-045" (PDF). Jena Economics Research Papers.
- Lerner, J. & Tirole, J. (2002): 'Some simple economics on open source', Journal of Industrial Economics 50(2), p 197–234
- Välimäki, Mikko (2005). The Rise of Open Source Licensing: A Challenge to the Use of Intellectual Property in the Software Industry (PDF). Turre Publishing. Archived from the original (PDF) on 4 March 2009.
- Morin, Andrew; Urban, Jennifer; Sliz, Piotr (2012). "A Quick Guide to Software Licensing for the Scientist-Programmer". PLOS Computational Biology. 8 (7): e1002598. Bibcode:2012PLSCB...8E2598M. doi:10.1371/journal.pcbi.1002598. ISSN 1553-7358. PMC 3406002. PMID 22844236.
- Polley, Barry (11 December 2007). "Open Source Discussion Paper – version 1.0" (PDF). New Zealand Open Source Society. New Zealand Ministry of Justice. Archived from the original (PDF) on 23 February 2018. Retrieved 12 December 2007.
- Rossi, M. A. (2006): Decoding the free/open-source software puzzle: A survey of theoretical and empirical contributions, in J. Bitzer P. Schröder, eds, 'The Economics of Open Source Software Development', p 15–55.
- Open Sources: Voices from the Open Source Revolution — an online book containing essays from prominent members of the open-source community
- Berry, D M (2004). The Contestation of Code: A Preliminary Investigation into the Discourse of the Free Software and Open Software Movement, Critical Discourse Studies, Volume 1(1).
- Schrape, Jan-Felix (2017). "Open Source Projects as Incubators of Innovation. From Niche Phenomenon to Integral Part of the Software Industry" (PDF). Stuttgart: Research Contributions to Organizational Sociology and Innovation Studies 2017-03.
- Sustainable Open Source, a Confluence article providing guidelines for fair participation in the open source ecosystem, by Radovan Semancik
- Zhou, Zach Zhizhong; Choudhary, Vidyanand (2022). "Impact of Competition from Open Source Software on Proprietary Software". Production and Operations Management. 31 (2): 731–742. doi:10.1111/poms.13575.
External links
Scholia has a topic profile for Open-source software.- The Open Source Initiative's definition of open source
- Free / Open Source Research Community — Many online research papers about Open Source
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