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Power from the people, power for the people

03-Jun-09

The evolution of Fedora as an entity of freedom has been an interesting experience.  For example, participation in the project wasn’t always as freely available as it is now.  Before Core merged with Extras in Fedora 7, the only way to contribute to the central part of the distro was via an employee of Red Hat. Once again on the eve of elections for FESCo and the Fedora Board, I find myself recognizing the special and possibly unique parts of how Fedora the Project extends freedom to it’s most intimate friends, the Fedora contributors.

To vote in the general elections, we only ask of ourselves two things: agree to the Contributor License Agreement and join a contributing sub-project.

Those sub-projects are ultimately responsible for who is in those groups.  They can make the barrier very high or very low.  For example, in the Fedora Docs Team, we only ask people to introduce themselves to the list and request inclusion in the account group via the web application.  Voilà, you are in the ‘docs’ group.  At that point, without any further requirements to prove yourself, you gain the right to vote for i) Docs Team leadership, and ii) overall Fedora Project leadership.  That is an appropriate level of barrier for the responsibility evident in the group.  Other groups, such as the software packagers or infrastructure sysadmins, have higher barriers and more steps for being added to the account group.

This makes it ridiculously easy to participate in the voting.  I like that.  It means that someone who spends time helping people in fedoraforum.org can gain a vote for who runs the project without too much effort.  They shouldn’t have to prove their ability or willingness to contribute to any group other than one sub-project.  If the sub-project wants the lowest barriers possible, they can have that.  For some groups, that means very low; you want people to be able to join and get right to translating, writing, designing, and so forth.

My reasoning is, these are thinking human beings.  If they can make the decision to get an account and start working, why raise barriers to their ability to influence their own future?

What are some potential risks or downsides to this approach?

  1. People might game the system.  This means, use the relative ease of gaining access to the system to fake a majority and take over the project.
  2. Making the process too easy means anyone of any intellect, background, and set of standards can gain a vote.
  3. If emancipation is too easy, people won’t value it.
  4. People might game the system by organizing in voting blocks.

How does the Fedora Project mitigate these risks?

  1. Firstly, simply agreeing to the CLA isn’t a human-free process.  Each account that agrees to the CLA is checked by Spot (Tom Callaway, Fedora Engineering Manager.)  Doing this as part of his responsibilities, Spot makes sure that each person is in fact a real person.  There is also a dubious value in the gaming of the system.  Once the gaming is discovered, it’s a simple matter of overriding the poisonous votes.
  2. Aside from the fact that is the truth for any democracy, why should we care?  If we cannot attract enough people smart enough to vote well, then we have bigger problems than people voting stupidly.
  3. Yep, this is a problem; voter turnout for Fedora elections can be pretty poor.  But the solution to that is not to raise the barriers but to convince people that what they have is very valuable, regardless of how freely it came to them.  This is one reason we are having multiple elections at one time, to gain on the momentum.  I am writing this post as a way of reminding Fedorans of the value of their vote.
  4. One of the effects of a real democracy is that people have the right to organize in voting blocks.  That is not gaming the system, that is the way it works.

Presenting ‘Participate or Die’ at CommunityOne Monday 01 June

01-Jun-09

If you, your friends, colleagues, business associates, or just about anyone who needs …

  • Support for how and why to invest resources in open source
  • A cluebat about why your organization should participate in upstream projects

… then send them to Esplanade 302 for my 11:50 am session this Monday 01 June, the first day of CommunityOne.  I’ll be presenting ‘Participate or Die‘, which is my more aggressive talk that shows real numbers, reasons, and evident truths about why you must participate in open communities that matter to your person and business.  Or, well, die.

If you intend to still be in business in the next few years, now is the time to take the proper strategic view about your participation and contribution to open source projects.

This is Sun’s CommunityOne event that happens concurrently with JavaOne.  However, I’m aware that this is also Oracle’s house, and the last time I was at the Moscone Center when it was Oracle’s house our host did not treat us very nicely.  I expect better treatment this year, but just in case, I’ll be packing my Unfakeable Linux t-shirt.

To make things really clear, though, I’ll be appearing in one of my favorite t-shirts, the VA Linux Systems one that says, “Open source. It’s the difference between trust and antitrust.” (Close-up of shirt back and what it looks like on a smart thinker.)

‘How to Build Applications Linux Distributions Will Package’ from PyCon

28-May-09

This video of Toshio Kuratomi’s talk at PyCon 2009 does an excellent job of explaining why developers really want to think about and solve for packaging.  I’m adding it to the list of useful bits under Why should ISVs care? on the ISV special interest group page.  Thanks Toshio!

Wiki migration success shows in the stats

26-May-09

When I was studying some of the Fedora statistics recently I wanted to see them graphed out.  The raw numbers weren’t speaking thoroughly to me, and when I started pushing them in to various types of charts, some interesting details revealed themselves.  In particular, the one around edits to the Fedora wiki.

Note that 2x the number of unique wiki editors are doing 4x the amount of work after the migration and training (8x total)

2.25x the number of unique wiki editors are doing 4.7x the amount of work after the migration and training (9.4x total)

The graphic shows several very interesting facts:

  • For seven months leading up to the migration to MediaWiki, there is a steady rise in unique wiki editors, but only a very low rise in the number of edits actually made.  More people making fewer edits per person.
  • The first initial spike in edits is the import of data in to the new wiki, done using MediaWiki’s API (iirc) that tracks them as actual edits.
  • After all the initial migration is done, there is another highly active month of edits in June 2008, including a significant amount of manual clean-up and re-organization.
  • Then there is a drop-off in edits starting in July 2008, with one very low period in August of 2008.  After August, some of us form up a wiki SIG.  We improve the how-to documentation, hound people on how they work with the wiki to improve their experience, and in October 2008 form the fedora-wiki list.
  • Things go along steadily until FUDCon 2009 in Boston in the first week of January.  At this conference, several things occur.  We work harder on teaching how to use the wiki, we talk up the page renaming , and we recruit several people to work on massive page renaming projects.
  • The next rise in edits follows all the page renaming work, and results in a better organized, more usable wiki, month-after-month.
  • All during the time from the migration to MediaWiki, the number of unique editors remains overall steady.  Comparing March 2008 (705 uniques) and March 2009 (973 uniques), almost the same number of unique editors are doing nearly seven times the work.  1,280 edits compared to 8,650.

One thing this all demonstrates for me is the power that one or a few individuals can have to positively affect the daily lives of thousands or millions.  This is why we put our energy in Fedora in to those contributors, because that lets them put their energy where it does the most good for the wider array of users.

New face in meaningful Linux shows, and a reportlet on OpenPrinting

25-May-09

(Back from nose to the grindstone, Spring at home is busy and end-of-quarter targets I’ve been working on for Red Hat are nearing completion. Appears that blogging and tracking email lists has fallen a bit to the wayside.)

From Wednesday 08 April to Friday 10 April, I was in fabulous and mildly-rainy San Francisco to attend the Linux Foundation Collaboration Summit. I hadn’t spent that much time in Japan Town, it was cool to walk through the streets and catch bits of a Japanese-in-San Francisco history walking tour signs. The hotels and conference site were all within a few blocks of each other.

The summit was a meshing of multiple mini-conferences, including an embedded Linux summit.  This brought a wide range of Linux-related developers to one location and gave them reasons to intermingle.  The first day I was there (Wednesday) was a middle-of-the-summit day for some, and a chance for all to pause and take part in general interest topics in the main hall.  These included a final three-way discussion with Jim Zemlin of the Linux Foundation, Ian Murdock of Sun, and Sam Ramji of Microsoft, titled, “Why Can’t We All Just Get Along?”

As usual, I ran in to old friends (e.g. Elena Zannoni, still Queen of GCC tools, and Pete Graner, still one of the best engineering managers you’ll ever know) and made new ones (e.g. Jeff Osier-Mixon, who was there pimping Montavista’s new embedded linux community, Meld.)   Jeff and I talked for a long while about community affairs, and ‘best community practices’  was a theme for my time spent there.  I got the down-low invite to the Community Leadership Summit, since announced.

One role the Linux Foundation has been filling better in the last few years is being a catalyst between Linux developers, especially kernel, embedded, etc. and the companies that employ the contributors or deeply rely upon the contributions. I overheard a few embedded Linux developers saying that the Ottawa Linux Symposium (OLS) was down their list this year and got cut with travel budget considerations. That doesn’t mean OLS is not relevant, but that it has some competition in meaningful Linux developer conferences.  This is more a recognition that there is a gap to be filled here, one that a foundation traditionally fills as a neutral entity between otherwise competing interests, and the Linux Foundation is filling that gap.  This creates a gravity that can draw in or away from independent efforts.

Since simply networking with other free software folken isn’t enough, I was also  there to talk on a panel about measuring community contributions, which I covered in another article.  I also signed up to do what I could to help Tim Waugh prevent tragedies at the OpenPrinting Summit, a task which I and Tim largely failed at.

The OpenPrinting group met to work on improving printing in Linux with the typically laudable goal of “just work.”  They have come to a solution they feel is a good interim step toward an undefined future.  They are going ahead with plans to provide an automagic way of downloading and using proprietary printer drivers from within the printing dialogs.  This situation is analaguous to providing a way to access proprietary multimedia codecs, which Fedora tried to solve with CodecBuddy, one of the greyer parts of the project’s history.  I felt that mistake was made and lesson well (l)earned.

This automagic tool gives the printer manufacturers a way out instead of doing the right thing, that is, working on opening printer drivers or at least opening their standards so equivalent free drivers can be implemented.  I was just lurking in person while Tim was on the conference call, but I had to interrupt the meeting to make sure all there understood.  Their plan to write an application with the sole purpose to download and use/install proprietary code was not going to have an easy time passing Fedora package review.  In the end, the only thing it can deliver in Fedora are free drivers, and those are or should be packaged and already in the distro.

Even if the tool does make its way to Fedora, it still may not make it in to the next version of Red Hat Enterprise Linux, and even if there, the printing companies are still likely to negotiate individually with Red Hat to get proprietary drivers available in RHEL.  Nobody there seemed to have a problem with this.

I did not walk away feeling the state of printing in Linux was improved with this situation, although I’m sure millions of users will disagree with me.  Don’t those users realize this is a bandage over the situation that is made this way because of the printing manufacturers?  A bandage does not heal a wound or remove an infection.  Instead of a holistic solution that treats the whole body, we have a festering wound that is going to require surgery one day.

Based on our rapt expressions, I reckon James Bottomly was saying something smart and insightful.

Based on our rapt expressions, I reckon James Bottomly was saying something smart and insightful.

‘Participate or Die’ presentation from LinuxFest Northwest

06-May-09

Running a little late posting these because I wanted to produce a nice set of speaker notes, and they didn’t exist before I gave the talk at LinuxFest Northwest. In addition, there were some slides that were missing from the presentation (my bad!), which had me going to a Web browser during the talk and bringing the images up.

Ver. 0.1 – OpenOffice.org Impress (ODP, 134K)

Ver. 0.1. – Portable Document Format (PDF, 197K)

Use these for reference only. The ready-to-use-by-anyone version is coming next, it will be ver. 0.2 and is the one I am preparing for Sun’s CommunityOne in June. It’s a minor but important rewrite based on feedback from m’man Mr. Clint Savage. He suggested I create a story arc around “essential truths”, that is, tie back to certain statements I make or repeat as essential truths about why you must participate or die. When that one is done, I’ll tie it in somehow to the Fedora presentations page on the wiki.

Thanks also to Mr. Adam Williamson for his general feedback and participation during the talk, and especially the gracious and awesome hosts of LFNW, the rest of the audience attending, and all the people who asked questions and jumped in to the discussion. Participation, after all, is essential for survival. So raise your hand and ask away!

Community management – Hello!?! Irony? Are you home?

03-May-09

Max is totally spot-on, and I only want to add a thing or two about community organizing,  (After all, isn’t a little building and a little organizing what we do?  I love the deep irony in the title “Community Manager”.  Can you say, “Cat Herder”?  How about, “Oxy Moron”?)

Watching David Nalley be interviewed, he said something perfect around this.  In response to a question about what the Fedora Ambassadors do, David said, “A lot of communites have community managers, and while we’re not community managers per se, ‘cuz we don’t really manage anything, we’re responsible for the same thing, essentially growing community and making sure that we have good relationships with all the other communities that are out there in free software.” (3:55 start in the OGV version.)

Every Fedora Ambassador has a chance to affect the growth of the Fedora and free software communities to the same degree as David or any person who has the title “Community Manager”.  Ask me to tell stories, but be careful, I’m long-winded.

Adam, thanks for playing straight man. 🙂 I hope this does get you some answer to your pondering, “It’s very interesting to see how differently the role (of community manager) is conceived.”  In meeting me, in meeting Larry and Clint, and now Jeff and Kevin, you met the face of community organization at Fedora.  The community is very much self-managed, which changes the dynamics around who speaks for the project.  Take the Linux kernel as an example — there are a number of people who work on the kernel and speak for the kernel community in certain ways that are outside of their technical expertise.  I sat on a panel recently with James Bottomly, a perfect example of a deep geek who is also influencing and organizing his community.

One thing you’ll find in the Fedora Project, there are very many people to meet who are a combination of leader, evangelist, and community organizer.  Max touched upon a few names, and there are many, many more out there.  I’m not sure of the long-term effect when there isn’t one brain in between everything in a community, as it seems Zonker does for OpenSUSE.  Is that an advantage?  Fedora seems to get along fine without a single hand guiding and deciding.

Measuring community contributions at LF Collaboration Summit

01-May-09

Folks at the Linux Foundation have just posted a bunch of video from the 2009 Collaboration Summit, including our panel on 8 April, Measuring Community Contribution (Flash video 🙁 … but they do have a downloadable OGG!)  Joe ‘Zonker’ Brockmeier (OpenSUSE community manager) led the panel that included James Bottomly (Linux kernel SCSI maintainer etc.), Dan Frye (IBM’s VP of their open source dev group), Jono Bacon (Ubuntu community manager), and me.  You can see lots of sympatico between everyone, good will, and all that.  Call me a pushover, but I like these guys. :)  You can also hear the nice discussion between Bottomly and Frye, where they are in violent agreement over past IBM mistakes, which The Reg tried to turn in to a controversy.

(Updated with correct date of Wednesday 8 April for the panel.)

Handheld to campus-wide – the OSWALD at OSU

24-Apr-09

Wow.  It’s not just that the student-designed and -built OSWALD devices are innovative and cool (they are, and I saw the on-campus sweatshop to prove the student-built part.)  The brilliance is the way the OSWALD is the linchpin in an OSU strategy that reinvents computer science teaching, while making room for disciplines outside of CS and packaged growth beyond OSU.

The OSWALD (Oregon State Wireless Access Learning Device) is built from the ground-up from idea in the Summer of 2008 to the first units in first-year CS student hands on 23 April 2009.  It runs OSU’s version of an OpenEmbedded Linux; check out the full software stack to see there is a lot of capability in one hand.  It has ports for external devices (via USB) such as keyboard, mouse, monitor, and GPS.  The unit itself has a joystick with click for the left thumb, ABXY keys and a thumb-size touchpad plus buttons for the right hand.  It holds in your hands like a handheld game device.

It is also fairly raw, especially in terms of additional software ports, because it is a platform for students to learn on.  In his first-year CS class yesterday, Carlos Jensen handed out the devices for the first time.  The students’ first assignment is to write an MP3 player so they can listen to music on it.  Next week they work on the user interface for the player.

Ironically, the students who are doing the work to bring this to first-years are amongst the last class to work on dead-code autopsies. They were in the same first-year class long ago and no handheld like the OSWALD was in sight.

OK, so now the students have a handheld that encourages them to hack it for their own needs.  To provide the other half of the circle, OSU has a new social project hosting website.  They did a lot of work to blend Elgg and Trac into a seamless project tracker that makes friends want to flock.  Although they are running this as an OSU-specific project hosting with an open/public view, it can accomodate their industrial partnernships and class privacy needs.  They sound ready to roll this solution for other educational institutions to use, and I think they have a good chance for strong adoption.  I’ll be writing more about this, since I’m going to do what I can to help get it packaged for Fedora.  The concept is strong and the field seems pretty wide-open to get filled with a stellar open source solution.

OpenSource World? NOT!

15-Apr-09

With the rename to “OpenSource World (TM)”, the former LinuxWorld made it clear what many of us knew before then.  The show had seriously dropped in relevance, not only for business but also for the Linux communities.  Aren’t the open source projects the lifeblood for all of the commercial vendors present?  If so, why was the “.ORG Pavilion” was jammed all the way back in the corner behind ten-foot walls?  Seemed like a clear sign of serious disconnect on the part of the expo. How long until they strung barbed wire and mounted machine-gun nests with the weapons pointing inward?

Several years ago, when Red Hat stopped going to LinuxWorld, North American Fedora Ambassadors still felt it was relevant to Fedora.  I believe this was primarily because of the chance to connect with other contributors, the oxygen in the lifeblood for so much else at the show. LinuxWorld was a touchstone for the communities to reach out to each other, network, and grow the contributor-base, to attract more O2 molecules.

When IDG changed the name after the 2008 show to OpenSource World, myself and some folks I talked with were not sure if the show could maintain relevance.  The change seemd to go head-to-head with O’Reilly’s OSCON.  I also heard that the expo floor would not be free this year, although I haven’t found any confirmation.  If that were the case, it would mean the flow of volunteer-oriented people who might participate or contribute to an open source project would trickle to a drip or a full-stop.

Just this week two things happened that sealed the deal.  First, my keynote proposal for “Participate or Die” was turned down.  I had said if I got a keynote talk in (fat chance!), then I would rally for a Fedora presence to back me up.  Why was it rejected? “Possible reasons include: multiple submissions on the same topic, the appropriateness of the proposal to the conference format and ranking the expected level of interest.”  I’d bet it was the middle one — IDG probably doesn’ t think their audience wants me to threaten them with irrelevance.

The other item came from an email from IDG that was forwarded to me.  Apparently, the free booth space for open source projects in the  .ORG Pavilion is no more.  Open source projects are being offered a 10×10 booth with two stools, high counter, carpet, and electricity (no network) for $1995.  Hey, it’s a 60% discount!

Just to add salt to the wound, I got an email to the account I’ve used for years to register for a free expo pass.  I’m eligible for a free pass as an event alum! Not sure what there is to see since all the actual open source projects have been conveniently priced out of the expo floor.

So, I’m just an Ambassador in the Western NA region, but I certainly am not going to waste a dime or ten more seconds of my time on the clearly irrelevant OpenSource World.  My recommendation is for Fedora Ambassadors to skip this show.

Maybe everyone should skip it?