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Digital Sustainability
in the Knowledge Society 


             Free/Open Source Communities
          Spread of »Free/Open« to non­software




                       Dr. Marcus M. Dapp
     Board OKF Germany / IT Strategist, City Government Munich

                           24.10.2011
Fundamental questions raised by FOSS

    •   They give valuable software, which 
        could be sold, away for free.
    •   This raises a few questions
        •   Community: Who are »they«?
        •   Motivations: Why are they doing it?
        •   Governance: How are they organized?
        •   Consequences for non­software?


                               
FOSS Community – Demographic

    •   Young, well­educated men
          •   N=2784, 1.1% females
          •   Age: Majority 16­36 yo. Ø 27,1 yo.
          •   70% uni, 17% high school, 8% A­level
          •   83% IT sector (16% students)
    •   »all« over the world, some focus on 
        Western Europe the USA.


                                             Final report D18 on
                                             www.flossproject.org
FOSS Community – A variety of motivations I




                   Dapp (2009:54pp), Effects of Software Patent Policy on
                             
                   Motivation and Innovation of FOSS developers
FOSS Community – A variety of motivations II




                   Dapp (2009:54pp), Effects of Software Patent Policy on
                             
                   Motivation and Innovation of FOSS developers
FOSS Community – Governance Models

    •   From anarchy to »benevolent 
        dictatorship« and everything between
    •   Self­defense measures to »protect the 
        commons«
          •   Restrict proprietary usage (»free« vs. »open« debate)
          •   Legal/normative sanctions
          •   Foundation holds copyrights
          •   Create logo and file trademark
          •   Foundation holds trademarks

 
          •   Actively protect brand
                                    
                                       Siobhán O’Mahony, Guarding the commons: how
                                       community managed software projects protect
          •   Incorporate              their work, Research Policy 32 (2003) 1179–1198
The Spread of »Free/Open« to non­software

•   Expand principles to non­software 
    domains.
•   »In the beginning all software was free.« 
    (Georg Greve)
•   FOSS was first. Then came protocols 
    and formats and content … 
FOSS philosophy expanding to new domains

              Proprietary/Closed – Free/Open



                        Content




                         Formats




                        Software




                        Protocols
Free/Open Content – Concepts and Definitions

•   www.opendefinition.org
      •   »The Open Definition defines openness in
            relation to data and content.«

•   www.creativecommons.org 
      •   »(…) realizing the full potential of the Internet — universal 
            access to research and education, full participation in 
            culture — to drive a new era of development, growth, 
            and productivity.«

•   Examples
      •   Wikipedia, Jamendo, Openclipart, 
           Flickr/Google (CC search)
Prop/Closed
Free/Open Formats & Protocols – Definitions
                                                                Free/open

•   Communications protocol
      •   A communications protocol is a system of digital 
            message formats and rules for exchanging those 
            messages in or between computing systems and in 
            telecommunications.

•   File format
      •   A file format is a particular way that information is 
            encoded for storage in a computer file.

•   Technical standard
      •   An established norm or requirement about technical 
            systems, usually a formal document.
      •   De jure / de facto
                                                   Source: Wikipedia Oct 2011
Free/Open Protocols and Formats – Examples

•   SIP (Skype)          •   ODF (doc)
•   HTTP (?)             •   .ogg, .oga (mp3)
•   ? (GSM)              •   .png (gif)
                         •   .ogv, WebM (avi)
Protocols/Formats – When is a Standard open?
•   Technical vs. Legal openness
•   Publicly available
      •   Royalty­free or »RAND«
•   Standards organisations (examples)
      •   ISO, DIN/SNV, IEEE, …
      •   Consortia: W3C, IETF, ...
•   »Digital Standards Organization«
      •   »Promoting customer choice, vendor competition, and 
            overall growth in the global digital economy through 
            the understanding, development, and adoption of 
            free and open digital standards.«
Summary – The Spread of »free/open«
•   FOSS philosophy spreads to non­
    software: movements, organisations 
    emerge to transfer concepts, licenses, 
    and promote them.
•   Fundamental differences between 
    free/open and proprietary/closed stay.
•   Very complex techno­legal debates 
    plus strong financial interests vs. 
    Community interests

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Lecture 2011.05B - FOSS Communities and the Spread of Free (Digital Sustainability)

  • 1. Digital Sustainability in the Knowledge Society  Free/Open Source Communities Spread of »Free/Open« to non­software Dr. Marcus M. Dapp Board OKF Germany / IT Strategist, City Government Munich 24.10.2011
  • 2. Fundamental questions raised by FOSS • They give valuable software, which  could be sold, away for free. • This raises a few questions • Community: Who are »they«? • Motivations: Why are they doing it? • Governance: How are they organized? • Consequences for non­software?    
  • 3. FOSS Community – Demographic • Young, well­educated men • N=2784, 1.1% females • Age: Majority 16­36 yo. Ø 27,1 yo. • 70% uni, 17% high school, 8% A­level • 83% IT sector (16% students) • »all« over the world, some focus on  Western Europe the USA.     Final report D18 on www.flossproject.org
  • 4. FOSS Community – A variety of motivations I   Dapp (2009:54pp), Effects of Software Patent Policy on   Motivation and Innovation of FOSS developers
  • 5. FOSS Community – A variety of motivations II   Dapp (2009:54pp), Effects of Software Patent Policy on   Motivation and Innovation of FOSS developers
  • 6. FOSS Community – Governance Models • From anarchy to »benevolent  dictatorship« and everything between • Self­defense measures to »protect the  commons« • Restrict proprietary usage (»free« vs. »open« debate) • Legal/normative sanctions • Foundation holds copyrights • Create logo and file trademark • Foundation holds trademarks   • Actively protect brand   Siobhán O’Mahony, Guarding the commons: how community managed software projects protect • Incorporate their work, Research Policy 32 (2003) 1179–1198
  • 7. The Spread of »Free/Open« to non­software • Expand principles to non­software  domains. • »In the beginning all software was free.«  (Georg Greve) • FOSS was first. Then came protocols  and formats and content … 
  • 8. FOSS philosophy expanding to new domains Proprietary/Closed – Free/Open Content Formats Software Protocols
  • 9. Free/Open Content – Concepts and Definitions • www.opendefinition.org • »The Open Definition defines openness in relation to data and content.« • www.creativecommons.org  • »(…) realizing the full potential of the Internet — universal  access to research and education, full participation in  culture — to drive a new era of development, growth,  and productivity.« • Examples • Wikipedia, Jamendo, Openclipart,  Flickr/Google (CC search)
  • 10. Prop/Closed Free/Open Formats & Protocols – Definitions Free/open • Communications protocol • A communications protocol is a system of digital  message formats and rules for exchanging those  messages in or between computing systems and in  telecommunications. • File format • A file format is a particular way that information is  encoded for storage in a computer file. • Technical standard • An established norm or requirement about technical  systems, usually a formal document. • De jure / de facto Source: Wikipedia Oct 2011
  • 11. Free/Open Protocols and Formats – Examples • SIP (Skype) • ODF (doc) • HTTP (?) • .ogg, .oga (mp3) • ? (GSM) • .png (gif) • .ogv, WebM (avi)
  • 12. Protocols/Formats – When is a Standard open? • Technical vs. Legal openness • Publicly available • Royalty­free or »RAND« • Standards organisations (examples) • ISO, DIN/SNV, IEEE, … • Consortia: W3C, IETF, ... • »Digital Standards Organization« • »Promoting customer choice, vendor competition, and  overall growth in the global digital economy through  the understanding, development, and adoption of  free and open digital standards.«
  • 13. Summary – The Spread of »free/open« • FOSS philosophy spreads to non­ software: movements, organisations  emerge to transfer concepts, licenses,  and promote them. • Fundamental differences between  free/open and proprietary/closed stay. • Very complex techno­legal debates  plus strong financial interests vs.  Community interests