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An Open Source Approach
                             to Collaboration

Chris Johnson                           Tirza Hollenhorst
cjj@ifpeople.net                   tirzalyn@ifpeople.net
678 608 3408                                678 608 3408
wwww.ifpeople.net                      www.ifpeople.net
About Us
● Scientists by training
● Lived in 7 countries

● Cofounded ifPeople (2003, Argentina)




    ● Social Enterprise
    ● Partnership-Based

    ● Strategy-Centered
An Open Source Approach to Collaboration
We help our clients use tech
to nurture effective, long-term
relationships with stakeholders.
         Click to edit Master subtitle style
The Challenge
 Problems larger than
one org can solve
● Need to use resource
efficiently
● Lack of culture of
collaboration
●   Duplication of effort
                                 Photo by foxypar4
Open Source Helps

Distribute the burden

Diverse perspectives
enrich the final product

Focus on creating value
for users

Give everyone a voice
                                Photo by km6xo
How?

●   Give people the rights
●   Focus on the community
●   Appropriate leadership

    Quality product will emerge!
What is 
    Open Source?


             
Open Source is NOT
    ●   Free beer (freeware)
    ●   Twitter (free services)
    ●   Anyone can change anything (and break) 
        software
    ●   Experimental projects by underground hackers
    ●   Used only by geeks



                                   
Open Source is...



License          Product Means of Production




                                   

             Img: Vector Portal
License 
    ●   Governs the rights to the product created
    ●   You have the right to:       
        ●   Modify
        ●   Copy
        ●   Use in any way
        ●   Distribute
            ==> need to have the source


 
                         “Free as in Freedom”
                                      
Understanding Open Source Community




                  
Shared Purpose
    “The reason that the Fedora 
    community exists is to 
    encourage and empower the 
    awesomeness that exists in the 
    world, to bring people together, 
    and to share the awesome 
    results with everyone.”




                                   

                               Source: “Cultivating Contribution”, Tom Calloway, 2009
Processes
    ●   How to organize people and innovation for a 
        hard problem: creating software.
        ●   Design
        ●   Development
        ●   Release management
        ●   Quality control
        ●   Maintenance
        ●   Marketing

                                   
Open Source Community Members

               Contributors (5%))


           Participants (15%))


                                 PARTICIPATE

    Consumers (80%)                   SHARE

                                       SEEK


                                   
                          Source: “Cultivating Contribution”, Tom Calloway, 2009
Structure

    ●   Governing body (foundation, company, etc)
           –   Handles contributor agreements and access to code
    ●   Built around modularity of the code base
           –   People or teams take responsibility for a module
    ●   Often times informal structure




                                        
Technology
    ●   Code repository         ●   Communications: 
    ●   Issue tracker               ●   Mailing list
                                    ●   Instant messaging
                                ●   Website and/or wiki




                             
                                          

Graphic by @ambrin based on work by Christopher Johnson and Jon Stahl
Community Case Studies
    ●   Mozilla Foundation / Firefox


    ●   Apache  Software Foundation / Apache Server 




                                
Shared Purpose: The Mozilla project is a global 
    community of people who believe that openness, 
    innovation, and opportunity are key to the continued health 
    of the Internet. 

    Product: Firefox web browser with ~23% market share. 
    Other projects include Thunderbird (email application) and 
    Bugzilla (software development tool).

                                  
Origin:    AOL acquired Netscape; Netscape announced 
    in 1998 that Communicator product would be available as 
    free, open source software.

    Structure:   Mozilla Foundation (2003) created to house 
    the project. Owns subsidiary for­profit companies. 

    Distinct hierarchy in the management: 
    ● Mitchell Baker and Brendan Eich function as Benevolent 


    Dictators. 
    ● Individuals given authority to make decisions: Sheriff, 
                                    

    Performance Guru, Super Reviewer.
Process: Each tool has documentation about etiquette 
and best use, how to get involved, how to make best use 
of your time, decision making, etc. 

A culture of quality and respect is reiterated throughout.

Very strict processes for code review and testing slow 
down the development processes.

Decision­making by authorized individuals (


                                          
Members:  In addition to development community, have 
    Spread Firefox project members (gives specific role to 
    anyone, despite technical ability). Also has active 
    community contributing add­on products.

    Mitchell Baker – Chief Lizard Wrangler
    Is passionate about building and maintaining
    Community and creates roles most other OSS
    Projects neglect. 
                                 
Apache Shared Purpose

The Apache projects are characterized by a 
collaborative, consensus based development 
process, an open and pragmatic software license, 
and a desire to create high quality software that 
leads the way in its field.

Apache Server product is the industry leader with 
47% of market share. 


                           
Apache Structure
Origin:  Apache began in February 1995 as a 
combined effort to coordinate existing fixes to the 
NCSA httpd

Structure: Apache Software Foundation (1999) 
provides org, legal and financial support to projects

Each project has a core developer team (Project 
Management Committee) with authority to design its 
own governing rules.
                            
Apache Process

Mailing list for communication, including 
proposing changes to code
Project Management Committees (PMC) vote on 
changes to code.
History of informal networks means less formal 
processes continue.
Consensus and committee­driven
)


                          
Apache Members
User: Uses software; contributes to the  projects by 
providing feedback. Participates by helping other users,

Developer: Contributes to a project in the form of code,  
documentation, testing. 

Committer: Developer with write access to the code 
repository. Directly contributes code, reviews developer 
code.

PMC member:  Elected due to merit. Votes for the 
community­related decisions.
                               
Principles of 
    Open Source 
    Production

            
User = Contributor


                ●   Everyone is an 
                    owner

                ●   Anyone can fork 
                    the project

             
To Fork or Not to Fork




               
Leadership Response

    ●   Goal is to lower barriers to being a 
        contributor
    ●   Build consensus 
    ●   Hold conversations in public



                            
People are free, independent, self­
             directed beings

●   Projects are largely 
    volunteer driven
●   Participants choose 
    what they want to 
    work on
●   More than one person 
    may work on solving 
    same problem
                             
Leadership Response
    ●   Keep product modular
    ●   Every user is a potential volunteer
    ●   Distribute tasks (management and technical)


 “...Leadership in an open source community 
comes not from leverage or control, but from 
finding common interests and expertly managing 
what is volunteered.”    ­Fogel
                                
Do­ocracy, Not Democracy
    ●   Actions matter more than opinions
People should feel that their connection to a project, and 
influence over it, is directly proportional to their contributions.


    ●   Voting systems
          +1
          0
          ­1

                                   
Community is an asset

    Members value the community 
    Give a little, get a lot: Giving back
    User/developers benefit from being 
    part of a larger community




                          
Community is an asset
The Community values its members
    ●   Time invested in maintaining community
        ●   Creating roles
        ●   Mythology
        ●   Social capital and recognition of contributions
        ●   Gatherings to bring people face to face




                                     
Case Study: Fedora


    Fedora is a  Linux based operating system. 
    It is built by a community – The Fedora Project.

    They community is “contributor centric”

    Focuses on building strong, educated users 
    Contributors

    Contributors make up about 5% of the community
                              
Fedora's Four Foundations
100% legal, redistributable: Content,       Everyone has something to give. 
websites, artwork, code, everything         Disagreement, then discussion, then 
                                            consensus




Deliver Technical Excellence                      Innovation changes the world
Upstream Collaboration is key                     We are eager to do the heavy lifting
Feature process allows contributors               A rapid release cycle 
   to showcase their skills                       Community R&D lab
Red Hat  hires people based on work done          Red Hat does not control the community
                                               
 in Fedora
                                         Source: “Cultivating Contribution”, Tom Calloway, 2009
Well­Defined Communication
        Documented and 
        transparent
    ●   Vital for collaborative 
        design
    ●   Designed to capture the 
        distributed knowledge of 
        community, make voices 
        heard

                                    
Rigorous Contribution Process

    ●   Contributor agreements
    ●   Controlled ability to commit the product
    ●   Release management (manager)




                                
Is there a road map?




Photo by Wade from Oklohoma
Social Sourcing

A project organizing approach that gets
diverse stakeholders to participate in
the process, thus creating sustainable
community.

Goal: Create a vibrant, healthy
community that shares in stewarding
the product.
Your Own Preparedness

Find something you are passionate about

Set the tone
  ­ Keep conversations public
  ­ Nip rudeness in the bud
  ­ Involve others from the start 
Example: GetPaid
• Ecommerce product for Plone
• Provides payment processing and simple store
• www.plonegetpaid.com
Social Sourcing Process

Study the market
 - Benchmark
 - Don't reinvent the wheel

Set the stage
 - Name your project
 - Create a good mission
 - Set up communications tools (website, list, etc)

Put together a compelling plan
 - Clarify where the project is going
Social Sourcing Process
Recruit and engage
 - Make it easy for people to work with the
project

Gather necessary resources

Bite off a manageable chunk to do
 - Release early and often!

Celebrate successes
  ­ Recognize contributors
  ­ Track progress and communicate about it
Learn More




       Chris Johnson | Tirza Hollenhorst
       cjj@ifpeople.net | tirzalyn@ifpeople.net
       www.ifpeople.net (see Learn section)
       678-608-3408
Click to edit Master subtitle style
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An Open Source Approach to Collaboration