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Patterns	
  and	
  Practices	
  for	
  
Open	
  Source	
  Project	
  Success
stephen r.	
  walli
@stephenrwalli
stephen.walli@gmail.com
Freeloaders	
  are	
  Necessary
stephen r.	
  walli
@stephenrwalli
stephen.walli@gmail.com
WTFOSS*
stephen r.	
  walli
@stephenrwalli
stephen.walli@gmail.com
*	
  Hat	
  tip	
  to	
  @codepope
Community
We’ve	
  shared	
  software	
  since	
  we’ve	
  written	
  software
Writing	
  good	
  software	
  is	
  hard	
  work
Princeton
USENIX
SHARE
DECUS
MIT	
  Athena
Free	
  Software	
  
FountationBerkeley	
  CSRG
Apache
Linux
Eclipse
Fountation
ASF
2	
  Stories
Orders
of
magnitude
ROTOR
500K	
  LoC
500K	
  Lines-­‐of-­‐Test	
  Harness
Ran	
  on	
  Windows,	
  Mac	
  OS	
  X,	
  FreeBSD
One	
  script	
  to	
  set	
  environment
One	
  command	
  to	
  build	
  everything
One	
  command	
  to	
  test	
  it	
  all
Minimal	
  documentation
24	
  hours	
  later	
  …
24	
  hours	
  later	
  again	
  …	
  
Committer(s)
+
Code
Developers
Committers
+
Code
Developers
Committers
+
Code
Developers
Users
Committers
+
Code
Developers
Users
Committers
+
Code
How	
  do	
  you	
  increase	
  your	
  user	
  base?
(How	
  do	
  you	
  make	
  it	
  easy	
  to	
  install/configure/use	
  the	
  software?)
How	
  do	
  you	
  encourage	
  developers?
(How	
  do	
  you	
  make	
  it	
  easy	
  to	
  build/test/experiment?)
How	
  do	
  you	
  make	
  it	
  easy	
  to	
  contribute?
(What	
  do	
  you	
  communicate	
  to	
  your	
  community)
How	
  do	
  you	
  increase	
  your	
  user	
  base?
(How	
  do	
  you	
  make	
  it	
  easy	
  to	
  install/configure/use	
  the	
  software?)
How	
  do	
  you	
  increase	
  your	
  user	
  base?
(How	
  do	
  you	
  make	
  it	
  easy	
  to	
  install/configure/use	
  the	
  software?)
Project	
  Exes	
  
published
Project	
  Install	
  
Automated
Software	
  Construction	
  Activities
Project	
  
BugTracking
How	
  do	
  you	
  increase	
  your	
  user	
  base?
(How	
  do	
  you	
  make	
  it	
  easy	
  to	
  install/configure/use	
  the	
  software?)
Project	
  Exes	
  
published
Project	
  Install	
  
Automated Software	
  Construction	
  Activities
Project	
  
License
FAQs,	
  Howto
Community	
  Development	
  Activities	
  
Project	
  
BugTrackingForums,	
  Email
IANAL
A	
  small	
  (2	
  minute)	
  diversion	
  on	
  licensing	
  ….
• Software	
  is	
  protected	
  by	
  copyright	
  law	
  
• Whoever	
  wrote	
  the	
  software,	
  owns	
  the	
  copyright
• People	
  often	
  give	
  up	
  copyright	
  ownership	
  in	
  employment	
  agreements
• There	
  are	
  a	
  few	
  well	
  [understood|accepted]	
  licenses:	
  pick	
  one
• These	
  licenses	
  define	
  the	
  most	
  successful	
  collaborations	
  in	
  history
• If	
  you	
  care	
  about	
  making	
  money:	
  educate	
  yourself*	
  &	
  hire	
  a	
  lawyer
• If	
  you	
  [care|worry]	
  about	
  patents:	
  hire	
  a	
  lawyer
• If	
  you	
  publish	
  your	
  project	
  on	
  Github: create	
  the	
  *%$ing LICENSE	
  file
Writers|Artists|Engineers|Architectsdo	
  it.	
  So	
  should	
  you.
*Van	
  Lindberg's Intellectual	
  Property	
  and	
  Open	
  Source
How	
  do	
  you	
  encourage	
  developers?
(How	
  do	
  you	
  make	
  it	
  easy	
  to	
  build/test/experiment?)
How	
  do	
  you	
  encourage	
  developers?
(How	
  do	
  you	
  make	
  it	
  easy	
  to	
  build/test/experiment?)
Project	
  Build	
  
Automated	
  I
Complete	
  Src
published
Project	
  Test	
  
Automated	
  I
Software	
  Construction	
  Activities
How	
  do	
  you	
  encourage	
  developers?
(How	
  do	
  you	
  make	
  it	
  easy	
  to	
  build/test/experiment?)
Project	
  Build	
  
Automated	
  I
Complete	
  Src
published
Project	
  Test	
  
Automated	
  I
Software	
  Construction	
  Activities
Mission
Statement
Comms
Platform
Contributoion
Guidelines
Community	
  Development	
  Activities	
  
Code	
  of	
  
Conduct
A	
  small	
  diversion	
  on	
  software	
  engineering	
  …
• 2	
  ratios	
  define	
  software	
  development
• All	
  advances	
  in	
  programming	
  languages	
  and	
  software	
  
engineering	
  is	
  attempting	
  to	
  beat	
  these	
  two	
  ratios
• [Community|Product]	
  scale	
  depends	
  on	
  reliably	
  delivering	
  
the	
  known	
  executable	
  environment	
  every	
  time	
  
• Linus’s	
  Law	
  is	
  about	
  REVIEWS	
  not	
  BUG	
  FIXING
How	
  do	
  you	
  make	
  it	
  easy	
  to	
  contribute?
(What	
  do	
  you	
  communicate	
  to	
  your	
  community)
How	
  do	
  you	
  make	
  it	
  easy	
  to	
  contribute?
(What	
  do	
  you	
  communicate	
  to	
  your	
  community)
Project	
  Build	
  
Automated	
  II
Project	
  Test	
  
Automated	
  II
Basic	
  Arch	
  
Description
Software	
  Construction	
  Activities
How	
  do	
  you	
  make	
  it	
  easy	
  to	
  contribute?
(What	
  do	
  you	
  communicate	
  to	
  your	
  community)
Project	
  Build	
  
Automated	
  II
Project	
  Test	
  
Automated	
  II
Basic	
  Arch	
  
Description
Software	
  Construction	
  Activities
Governance
Events
Community	
  Development	
  Activities	
  
Committers
Contributors
Community
EcosystemProject
Products
Services
Books
Training
Committers
Contributors
Community
EcosystemProject
Products
Services
Books
Training
Corporate
Contributors
How	
  do	
  you	
  make	
  it	
  easy	
  to	
  contribute?
(What	
  do	
  you	
  communicate	
  to	
  your	
  COMMERCIAL	
  community)
Project	
  
License
Provenance	
  
Tracking
Repositories	
  
Protected
Dependencies	
  
Documented
Contributions	
  
Auditted
Provenance	
  
Management
Committers
Indemnified
Committer	
  
Governance
Trademark	
  
Management
IP	
  Management	
  Activities	
  
Foundations
• Henrik	
  Ingo’s	
  numbers
• Foundations	
  provide	
  neutral	
  ownership	
  and	
  a	
  level	
  playing	
  field
• Bright	
  lines	
  for	
  projects	
  versus	
  products
Open	
  Source	
  Community	
  Practices
Project	
  Exes	
  
published
Project	
  Build	
  
Automated	
  I
Project	
  Install	
  
Automated
Complete	
  Src
published
Project	
  
BugTracking
Project	
  Build	
  
Automated	
  II
Project	
  Test	
  
Automated	
  I
Project	
  Test	
  
Automated	
  II
Basic	
  Arch	
  
Description
Project	
  
License
Project	
  
License
Mission
Statement
Code	
  of	
  
Conduct
Forums,	
  Email
Comms
Platform
FAQs,	
  Howto
Governance
Contributoion
Guidelines
Events
Provenance	
  
Tracking
Repositories	
  
Protected
Dependencies	
  
Documented
Contributions	
  
Auditted
Provenance	
  
Management
Committers
Indemnified
Committer	
  
Governance
Trademark	
  
Management
IP	
  Management	
  Activities	
  
Community	
  Development	
  
Software	
  Construction	
  Maturity
Open	
  Source	
  Community	
  Patterns
Project	
  Exes	
  
published
Project	
  Build	
  
Automated	
  I
Project	
  Install	
  
Automated
Complete	
  Src
published
Project	
  
BugTracking
Project	
  Build	
  
Automated	
  II
Project	
  Test	
  
Automated	
  I
Project	
  Test	
  
Automated	
  II
Basic	
  Arch	
  
Description
Project	
  
License
Project	
  
License
Mission
Statement
Code	
  of	
  
Conduct
Forums,	
  Email
Comms
Platform
FAQs,	
  Howto
Governance
Contributoion
Guidelines
Events
Provenance	
  
Tracking
Repositories	
  
Protected
Dependencies	
  
Documented
Contributions	
  
Auditted
Provenance	
  
Management
Committers
Indemnified
Committer	
  
Governance
Trademark	
  
Management
IP	
  Management	
  Activities	
  
Community	
  Development	
  
Software	
  Construction	
  Maturity
Encourage
Users
Encourage
ContributorsEncourage	
  Developers
Encourage	
  Corp	
  
Contributions
Developers
Users
Committers
+
Code
Developers
Users
Committers
+
Code
Books
Contractors
Products
Distributions
Consulting
Training
Support
Building	
  the	
  Ecosystem
Committers
Contributors
Community
EcosystemProject
Products
Services
Books
Training
Corporate
Contributors
Customers
Committers
Contributors
Community
EcosystemProject
Products
Services
Books
Training
Corporate
Contributors
Customers
Questions	
  &	
  Comments
stephen r walli
stephen.walli@gmail.com
@stephenrwalli
http://stephesblog.blogs.com
http://opensource.com

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Scale14x Patterns and Practices for Open Source Project Success

  • 1. Patterns  and  Practices  for   Open  Source  Project  Success stephen r.  walli @stephenrwalli stephen.walli@gmail.com
  • 2. Freeloaders  are  Necessary stephen r.  walli @stephenrwalli stephen.walli@gmail.com
  • 5. We’ve  shared  software  since  we’ve  written  software Writing  good  software  is  hard  work Princeton USENIX SHARE DECUS MIT  Athena Free  Software   FountationBerkeley  CSRG Apache Linux Eclipse Fountation ASF
  • 8. ROTOR 500K  LoC 500K  Lines-­‐of-­‐Test  Harness Ran  on  Windows,  Mac  OS  X,  FreeBSD One  script  to  set  environment One  command  to  build  everything One  command  to  test  it  all Minimal  documentation 24  hours  later  … 24  hours  later  again  …  
  • 14. How  do  you  increase  your  user  base? (How  do  you  make  it  easy  to  install/configure/use  the  software?) How  do  you  encourage  developers? (How  do  you  make  it  easy  to  build/test/experiment?) How  do  you  make  it  easy  to  contribute? (What  do  you  communicate  to  your  community)
  • 15. How  do  you  increase  your  user  base? (How  do  you  make  it  easy  to  install/configure/use  the  software?)
  • 16. How  do  you  increase  your  user  base? (How  do  you  make  it  easy  to  install/configure/use  the  software?) Project  Exes   published Project  Install   Automated Software  Construction  Activities Project   BugTracking
  • 17. How  do  you  increase  your  user  base? (How  do  you  make  it  easy  to  install/configure/use  the  software?) Project  Exes   published Project  Install   Automated Software  Construction  Activities Project   License FAQs,  Howto Community  Development  Activities   Project   BugTrackingForums,  Email
  • 18. IANAL
  • 19. A  small  (2  minute)  diversion  on  licensing  …. • Software  is  protected  by  copyright  law   • Whoever  wrote  the  software,  owns  the  copyright • People  often  give  up  copyright  ownership  in  employment  agreements • There  are  a  few  well  [understood|accepted]  licenses:  pick  one • These  licenses  define  the  most  successful  collaborations  in  history • If  you  care  about  making  money:  educate  yourself*  &  hire  a  lawyer • If  you  [care|worry]  about  patents:  hire  a  lawyer • If  you  publish  your  project  on  Github: create  the  *%$ing LICENSE  file Writers|Artists|Engineers|Architectsdo  it.  So  should  you. *Van  Lindberg's Intellectual  Property  and  Open  Source
  • 20. How  do  you  encourage  developers? (How  do  you  make  it  easy  to  build/test/experiment?)
  • 21. How  do  you  encourage  developers? (How  do  you  make  it  easy  to  build/test/experiment?) Project  Build   Automated  I Complete  Src published Project  Test   Automated  I Software  Construction  Activities
  • 22. How  do  you  encourage  developers? (How  do  you  make  it  easy  to  build/test/experiment?) Project  Build   Automated  I Complete  Src published Project  Test   Automated  I Software  Construction  Activities Mission Statement Comms Platform Contributoion Guidelines Community  Development  Activities   Code  of   Conduct
  • 23. A  small  diversion  on  software  engineering  … • 2  ratios  define  software  development • All  advances  in  programming  languages  and  software   engineering  is  attempting  to  beat  these  two  ratios • [Community|Product]  scale  depends  on  reliably  delivering   the  known  executable  environment  every  time   • Linus’s  Law  is  about  REVIEWS  not  BUG  FIXING
  • 24. How  do  you  make  it  easy  to  contribute? (What  do  you  communicate  to  your  community)
  • 25. How  do  you  make  it  easy  to  contribute? (What  do  you  communicate  to  your  community) Project  Build   Automated  II Project  Test   Automated  II Basic  Arch   Description Software  Construction  Activities
  • 26. How  do  you  make  it  easy  to  contribute? (What  do  you  communicate  to  your  community) Project  Build   Automated  II Project  Test   Automated  II Basic  Arch   Description Software  Construction  Activities Governance Events Community  Development  Activities  
  • 29. How  do  you  make  it  easy  to  contribute? (What  do  you  communicate  to  your  COMMERCIAL  community) Project   License Provenance   Tracking Repositories   Protected Dependencies   Documented Contributions   Auditted Provenance   Management Committers Indemnified Committer   Governance Trademark   Management IP  Management  Activities  
  • 30. Foundations • Henrik  Ingo’s  numbers • Foundations  provide  neutral  ownership  and  a  level  playing  field • Bright  lines  for  projects  versus  products
  • 31. Open  Source  Community  Practices Project  Exes   published Project  Build   Automated  I Project  Install   Automated Complete  Src published Project   BugTracking Project  Build   Automated  II Project  Test   Automated  I Project  Test   Automated  II Basic  Arch   Description Project   License Project   License Mission Statement Code  of   Conduct Forums,  Email Comms Platform FAQs,  Howto Governance Contributoion Guidelines Events Provenance   Tracking Repositories   Protected Dependencies   Documented Contributions   Auditted Provenance   Management Committers Indemnified Committer   Governance Trademark   Management IP  Management  Activities   Community  Development   Software  Construction  Maturity
  • 32. Open  Source  Community  Patterns Project  Exes   published Project  Build   Automated  I Project  Install   Automated Complete  Src published Project   BugTracking Project  Build   Automated  II Project  Test   Automated  I Project  Test   Automated  II Basic  Arch   Description Project   License Project   License Mission Statement Code  of   Conduct Forums,  Email Comms Platform FAQs,  Howto Governance Contributoion Guidelines Events Provenance   Tracking Repositories   Protected Dependencies   Documented Contributions   Auditted Provenance   Management Committers Indemnified Committer   Governance Trademark   Management IP  Management  Activities   Community  Development   Software  Construction  Maturity Encourage Users Encourage ContributorsEncourage  Developers Encourage  Corp   Contributions
  • 37. Questions  &  Comments stephen r walli stephen.walli@gmail.com @stephenrwalli http://stephesblog.blogs.com http://opensource.com