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{{Hatnote|Open-source software shares similarities with [[free software]] and is part of the broader term [[free and open-source software]].}}
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{{short description|Software licensed to ensure source code usage rights}}
{{short description|Software licensed to ensure source code usage rights}}
{{Hatnote|Open-source software shares similarities with [[free software]] and is part of the broader term [[free and open-source software]].}}
{{pp-pc}}
{{Use dmy dates|date=August 2016}}
{{Use dmy dates|date=August 2016}}
{{Broader|Open-source-software movement}}
{{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}}
{{other uses|OSS (disambiguation){{!}}OSS}}
[[File:Desktop-Linux-Mint.png|thumb|350px|A screenshot of [[Linux Mint]] running the [[Xfce]] [[desktop environment]], [[Firefox|Mozilla Firefox]] browsing [[Wikipedia]] powered by [[MediaWiki]], a calculator program, the built-in calendar, [[Vim (text editor)|Vim]], [[GIMP]], and the [[VLC media player]], all of which are open-source software.]]
[[File:Example on open sourse 20210604.png|thumb|350x350px|A [[screenshot]] of [[Manjaro]] running the [[Cinnamon (desktop environment)|Cinnamon desktop environment]], [[Firefox]] accessing [[Wikipedia]] which uses [[MediaWiki]], [[LibreOffice Writer]], [[Vim (text editor)|Vim]], [[GNOME Calculator]], [[VLC media player|VLC]] and [[Nemo (file manager)|Nemo]] file manager, all of which are open-source software]]


'''Open-source software''' ('''OSS''') is a type of [[computer software]] in which [[source code]] is released under a [[Open-source license|license]] in which the [[copyright]] holder grants users the rights to use, study, change, and [[Software distribution|distribute the software]] to anyone and for any purpose.<ref>{{cite book|author=St. Laurent, Andrew M.|title=Understanding Open Source and Free Software Licensing|publisher=O'Reilly Media|year=2008|isbn=9780596553951|page=4|url=https://books.google.com/books?id=04jG7TTLujoC&pg=PA4}}</ref> Open-source [[software]] may be developed in a [[Open-source model|collaborative public manner]]. Open-source software is a prominent example of [[open collaboration]].<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>
'''Open-source software''' ('''OSS''') is [[Software|computer software]] that is released under a [[Open-source license|license]] in which the [[copyright]] holder grants users the rights to use, study, change, and [[Software distribution|distribute the software]] and its [[source code]] 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 [[open collaboration]], meaning any capable user is able to [[online collaboration|participate online]] 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>


[[Open-source software development]] can bring in diverse perspectives beyond those of a single company. A 2008 report by the [[Standish Group]] stated that adoption of open-source software models has resulted in savings of about $60&nbsp;billion (£48 billion) per year for consumers.<ref>{{cite web | url=http://www.freesoftwaremagazine.com/community_posts/creating_wealth_free_software | title=Creating wealth with free software | first=Richard | last=Rothwell | website=[[Free Software Magazine]] | date=2008-08-05 | access-date=2008-09-08 | url-status=dead | archive-url=https://web.archive.org/web/20080908033859/http://www.freesoftwaremagazine.com/community_posts/creating_wealth_free_software | archive-date=8 September 2008 | df=dmy-all }}</ref><ref>{{cite press release | url=http://standishgroup.com/newsroom/open_source.php | title=Standish Newsroom&nbsp;— Open Source | date=2008-04-16 | location=[[Boston]] | access-date=2008-09-08 | url-status=dead | archive-url=https://web.archive.org/web/20120118001419/http://standishgroup.com/newsroom/open_source.php | archive-date=18 January 2012 | df=dmy-all }}</ref>
[[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.<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>


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 sheet (web development)|style sheet]]s allow for web sites, and eventually publish the modification as a [[fork (software development)|fork]] for users with similar preferences, and directly submit possible improvements as [[pull request]]s.
==History==
{{further|History of free and open-source software}}


== Definitions ==
===End of 1990s: Foundation of the Open Source Initiative===
[[File:Open Source Initiative.svg|thumb|The logo of the [[Open Source Initiative]]]]
In the early days of computing, programmers and developers shared software in order to learn from each other and evolve the field of computing. Eventually, the open-source notion moved to the way side of commercialization of software in the years 1970–1980. However, academics still often developed software collaboratively. For example, [[Donald Knuth]] in 1979 with the [[TeX]] typesetting system<ref>{{Cite journal|last=Gaudeul|first=Alexia|date=2007|title=Do Open Source Developers Respond to Competition? The LaTeX Case Study|journal=Review of Network Economics|language=en|volume=6|issue=2|doi=10.2202/1446-9022.1119|s2cid=201097782|issn=1446-9022}}</ref> or [[Richard Stallman]] in 1983 with the [[GNU]] operating system.<ref name="forgefuture">{{cite book |author=VM Brasseur |title=Forge your Future with Open Source |publisher=Pragmatic Programmers |year=2018 |isbn=978-1-68050-301-2 |url-access=registration |url=https://archive.org/details/isbn_9781680503012 }}</ref> In 1997, [[Eric S. Raymond|Eric Raymond]] published ''[[The Cathedral and the Bazaar]]'', a reflective analysis of the hacker community and free-software principles. The paper received significant attention in early 1998, and was one factor in motivating [[Netscape Communications Corporation]] to release their popular [[Netscape Communicator]] Internet suite as [[free software]]. This [[source code]] subsequently became the basis behind [[SeaMonkey]], [[Mozilla Firefox]], [[Mozilla Thunderbird|Thunderbird]] and [[KompoZer]].
The [[Open Source Initiative]]'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 ''[[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 [[Bruce Perens|Perens]].<ref>Perens, Bruce. [http://www.oreilly.com/catalog/opensources/book/perens.html Open Sources: Voices from the Open Source Revolution] {{Webarchive|url=https://web.archive.org/web/20140915025222/http://oreilly.com/catalog/opensources/book/perens.html |date=15 September 2014 }}. [[O'Reilly Media]]. 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 [[Free Software Foundation]] (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>
Netscape's act prompted Raymond and others to look into how to bring the [[Free Software Foundation]]'s free software ideas and perceived benefits to the commercial software industry. They concluded that FSF's social activism was not appealing to companies like Netscape, and looked for a way to rebrand the [[free software movement]] to emphasize the business potential of sharing and collaborating on software source code.<ref name="karlfogel">{{cite web|url=http://producingoss.com/en/introduction.html#free-vs-open-source|quote=''But the problem went deeper than that. The word "free" carried with it an inescapable moral connotation: if freedom was an end in itself, it didn't matter whether free software also happened to be better, or more profitable for certain businesses in certain circumstances. Those were merely pleasant side effects of a motive that was, at its root, neither technical nor mercantile, but moral. Furthermore, the "free as in freedom" position forced a glaring inconsistency on corporations who wanted to support particular free programs in one aspect of their business, but continue marketing proprietary software in others.''|title=Producing Open Source Software – How to Run a Successful Free Software Project |author=Karl Fogel |publisher=O'Reilly Media|year=2016|access-date=2016-04-11|author-link=Karl Fogel}}</ref> The new term they chose was "open source", which was soon adopted by [[Bruce Perens]], publisher [[Tim O'Reilly]], [[Linus Torvalds]], and others. The [[Open Source Initiative]] was founded in February 1998 to encourage use of the new term and evangelize open-source principles.<ref>{{cite web |url=http://opensource.org/history |title=History of the OSI | publisher=Opensource.org}}</ref>


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>
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]]. A [[Microsoft]] executive publicly stated in 2001 that "open source is an intellectual property destroyer. I can't imagine something that could be worse than this for the software business and the intellectual-property business."<ref>{{cite web|author=B. Charny |title=Microsoft Raps Open-Source Approach|publisher=CNET News|date=3 May 2001|url=http://news.cnet.com/2100-1001-257001.html&tag=mncol%3btxt}}</ref> However, while [[Free and open-source software]] has historically played a role outside of the mainstream of private software development, companies as large as [[Microsoft]] have begun to develop official open-source presences on the Internet. IBM, Oracle, Google, and State Farm are just a few of the companies with a serious public stake in today's competitive open-source market. There has been a significant shift in the corporate philosophy concerning the development of [[FOSS]].<ref>Jeffrey Voas, Keith W. Miller & Tom Costello. Free and Open Source Software. ''IT Professional 12(6)'' (November 2010), pg. 14–16.</ref>


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> [[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.<ref name=":19" /> 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.<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 [[subset]] of open-source software, and Richard Stallman explained that [[Digital rights management|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.<ref name=":19" />
The [[free software movement|free-software movement]] was launched in 1983. In 1998, a group of individuals advocated that the term free software should be replaced by open-source software (OSS) as an expression which is less ambiguous<ref>{{cite web|url=http://www.catb.org/~esr/open-source.html|title=Goodbye, "free software"; hello, "open source"|publisher=catb.org|quote=The problem with it is twofold. First, ... the term "free" is very ambiguous ... Second, the term makes a lot of corporate types nervous.|author=Eric S. Raymond|author-link=Eric S. Raymond}}</ref><ref>{{cite web|url=http://twobits.net/pub/Kelty-TwoBits.pdf |title=The Cultural Significance of free Software – Two Bits |first=Christpher M. |last=Kelty |publisher=[[Duke University]] press – durham and london |year=2008 |pages=99 |quote=Prior to 1998, Free Software referred either to the Free Software Foundation (and the watchful, micromanaging eye of Stallman) or to one of thousands of different commercial, avocational, or university-research projects, processes, licenses, and ideologies that had a variety of names: sourceware, freeware, shareware, open software, public domain software, and so on. The term Open Source, by contrast, sought to encompass them all in one movement.}}</ref><ref name="infoworld1983">{{cite web|url=https://books.google.com/books?id=yy8EAAAAMBAJ&q=us+government+public+domain+software&pg=PA31 |website=[[InfoWorld]] |date=1983-06-23|title=Free software – Free software is a junkyard of software spare parts |quote=''"In contrast to commercial software is a large and growing body of free software that exists in the public domain. Public-domain software is written by microcomputer hobbyists (also known as "hackers") many of whom are professional programmers in their work life. [...] Since everybody has access to source code, many routines have not only been used but dramatically improved by other programmers."'' |first=Tom |last=Shea |access-date=2016-02-10}}</ref> and more comfortable for the corporate world.<ref>{{cite web | url=http://www.catb.org/~esr/open-source.html | title=Goodbye, "free software"; hello, "open source" | first=Eric S. | last=Raymond | author-link=Eric S. Raymond | date=1998-02-08 | access-date=2008-08-13 |quote="After the Netscape announcement broke in January I did a lot of thinking about the next phase – the serious push to get "free software" accepted in the mainstream corporate world. And I realized we have a serious problem with "free software" itself. Specifically, we have a problem with the term "free software", itself, not the concept. I've become convinced that the term has to go."}}</ref> Software developers may want to publish their software with an [[open-source license]], so that anybody may also develop the same software or understand its internal functioning. With open-source software, generally, anyone is allowed to create modifications of it, port it to new operating systems and [[instruction set architectures]], share it with others or, in some cases, market it. Scholars Casson and Ryan have pointed out several policy-based reasons for adoption of open source – in particular, the heightened value proposition from open source (when compared to most proprietary formats) in the following categories:
* Security
* Affordability
* Transparency
* Perpetuity
* Interoperability
* Flexibility
* Localization – particularly in the context of local governments (who make software decisions). Casson and Ryan argue that "governments have an inherent responsibility and fiduciary duty to taxpayers" which includes the careful analysis of these factors when deciding to purchase proprietary software or implement an open-source option.<ref name="papers.ssrn.com">{{cite journal|ssrn=1656616 |title=Open Standards, Open Source Adoption in the Public Sector, and Their Relationship to Microsoft's Market Dominance by Tony Casson, Patrick S. Ryan :: SSRN |publisher=Papers.ssrn.com |date=May 2006 |last1=Ryan |first1=Patrick S. |last2=Casson |first2=Tony }}</ref>


== Open-source software development ==
The ''[[Open Source Definition]]'' presents an open-source philosophy and further defines the terms of use, modification and redistribution of open-source software. Software licenses grant rights to users which would otherwise be reserved by copyright law to the copyright holder. Several open-source software licenses have qualified within the boundaries of the ''Open Source Definition''. The most prominent and popular example is the [[GNU General Public License]] (GPL), which "allows free distribution under the condition that further developments and applications are put under the same licence", thus also free.<ref name="Holtgrewe 2004 129–146">{{cite journal|last=Holtgrewe|first=Ursula|title=Articulating the Speed(s) of the Internet: The Case of Open Source/Free Software|journal=[[Time & Society]]|year=2004|volume=13|pages=129–146|doi=10.1177/0961463X04040750|s2cid=61327593|url=http://www.ssoar.info/ssoar/handle/document/12259|type=Submitted manuscript}}</ref>
{{Main|Open-source software development model}}
{{See also|GitHub}}


=== Development model ===
The ''open source'' label came out of a strategy session held on April 7, 1998 in [[Palo Alto, California|Palo Alto]] in reaction to [[Netscape Communications Corporation|Netscape's]] January 1998 announcement of a source code release for [[Netscape Navigator|Navigator]] (as [[Mozilla]]). A group of individuals at the session included [[Tim O'Reilly]], [[Linus Torvalds]], Tom Paquin, [[Jamie Zawinski]], [[Larry Wall]], [[Brian Behlendorf]], [[Sameer Parekh]], [[Eric Allman]], Greg Olson, [[Paul Vixie]], [[John Ousterhout]], [[Guido van Rossum]], [[Philip Zimmermann]], [[John Gilmore (activist)|John Gilmore]] and [[Eric S. Raymond]].<ref>{{cite web | title=Open Source Pioneers Meet in Historic Summit | date=1998-04-14 | url=http://www.oreilly.com/pub/pr/796 | access-date=2014-09-20 }}</ref> They used the opportunity before the release of Navigator's source code to clarify a potential confusion caused by [[Gratis versus libre|the ambiguity of the word "free"]] in [[English language|English]].
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.<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" />


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" />
Many people claimed that the birth of the [[Internet]], since 1969, started the open-source movement, while others do not distinguish between open-source and free software movements.<ref>{{cite book | title=Open Source: A Multidisciplinary Approach | first=Moreno | last=Muffatto | publisher=Imperial College Press | year=2006 | isbn=978-1-86094-665-3 }}</ref>


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>
The [[Free Software Foundation]] (FSF), started in 1985, intended the word "free" to mean ''freedom to distribute'' (or "free as in free speech") and not ''freedom from cost'' (or "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.<ref name="karlfogel"/>


''[[Crowdsourcing|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.<ref name=":11" /> Furthermore, users are encouraged to submit additions to the software, code fixes for the software, [[bug report]]s, documentation, etc. Having more co-developers increases the rate at which the software evolves.<ref name=":11" /> [[Linus's law]] 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" />
The [[Open Source Initiative]] (OSI) was formed in February 1998 by Eric Raymond and Bruce Perens. With at least 20 years of evidence from case histories of closed software development versus open development already provided by the Internet developer community, the OSI presented the "open source" case to commercial businesses, like Netscape. The OSI hoped that the use of the label "open source", a term suggested by [[Christine Peterson]]<ref name="forgefuture"/><ref>{{Cite web | url=https://opensource.com/article/18/2/coining-term-open-source-software | title=How I coined the term 'open source'}}</ref> of the [[Foresight Institute]] 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 [[service mark]] for the OSI, but that attempt was impractical by [[trademark]] standards. Meanwhile, due to the presentation of Raymond's paper to the upper management at Netscape—Raymond only discovered when he read the [[press release]],<ref name="Netscape open source">{{cite web|url=http://wp.netscape.com/newsref/pr/newsrelease558.html |archive-url=https://web.archive.org/web/20070401072854/http://wp.netscape.com/newsref/pr/newsrelease558.html |archive-date=2007-04-01 |date=1998-01-22 |access-date=2013-08-08 |publisher=[[Netscape Communications Corporation]] |title=NETSCAPE ANNOUNCES PLANS TO MAKE NEXT-GENERATION COMMUNICATOR SOURCE CODE AVAILABLE FREE ON THE NET |quote=BOLD MOVE TO HARNESS CREATIVE POWER OF THOUSANDS OF INTERNET DEVELOPERS; COMPANY MAKES NETSCAPE NAVIGATOR AND COMMUNICATOR 4.0 IMMEDIATELY FREE FOR ALL USERS, SEEDING MARKET FOR ENTERPRISE AND NETCENTER BUSINESSES}}</ref> and was called by [[Netscape]] CEO [[Jim Barksdale]]'s PA later in the day—Netscape released its Navigator source code as open source, with favorable results.<ref>{{cite web |url=http://www.prnewswire.com/news-releases/netscape-celebrates-first-anniversary-of-open-source-software-release-to-mozillaorg-73806207.html |title= MOUNTAIN VIEW, Calif., April 1 /PRNewswire/ -- Netscape Communications and open source developers are celebrating the first anniversary, March 31, 1999, of the release of Netscape's browser source code to mozilla.org |access-date=2013-01-10|date=1999-03-31 |quote=''[...]The organization that manages open source developers working on the next generation of Netscape's browser and communication software. This event marked a historical milestone for the Internet as Netscape became the first major commercial software company to open its source code, a trend that has since been followed by several other corporations. Since the code was first published on the Internet, thousands of individuals and organizations have downloaded it and made hundreds of contributions to the software. Mozilla.org is now celebrating this one-year anniversary with a party Thursday night in San Francisco.'' |publisher=[[Netscape Communications]]}}</ref>


''[[Release early, release often|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.<ref name=":11" />
==Definitions==
[[File:Opensource.svg|thumb|The logo of the [[Open Source Initiative]]]]
The [[Open Source Initiative]]'s (OSI) definition is recognized by several governments internationally<ref>{{cite web |url=https://opensource.org/authority |title=International Authority & Recognition | publisher=Opensource.org}}</ref> as the standard or ''de facto'' definition. In addition, many of the world's largest open-source-software projects and contributors, including Debian, Drupal Association, FreeBSD Foundation, Linux Foundation, OpenSUSE Foundation, Mozilla Foundation, Wikimedia Foundation, Wordpress Foundation have committed<ref>{{cite web |url=https://opensource.org/affiliates/list |title=List of OSI Affiliates | publisher=Opensource.org}}</ref> to upholding the OSI's mission and Open Source Definition through the OSI Affiliate Agreement.<ref>{{cite web |url=https://opensource.org/affiliateAgreement |title=OSI Affiliate Agreement | publisher=Opensource.org}}</ref>


''[[Continuous integration|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.<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 [[Continuous integration|integration is done automatically]].<ref name=":11" />
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.<ref>Perens, Bruce. [http://www.oreilly.com/catalog/opensources/book/perens.html Open Sources: Voices from the Open Source Revolution]. [[O'Reilly Media]]. 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}}</ref><ref>{{cite web|url=http://opensource.org/docs/osd|title=The Open Source Definition}}, The Open Source Definition according to the Open Source Initiative</ref> Perens did not base his writing on the "four freedoms" from the [[Free Software Foundation]] (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}}</ref>


''[[Software versioning|Several versions:]]'' 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" />
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|access-date=22 July 2016}}</ref>


''[[Modular programming|High modularization:]]'' The general structure of the software should be modular allowing for parallel development on independent components.<ref name=":11" />
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> [[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.<ref>{{cite web |url = https://www.gnu.org/philosophy/open-source-misses-the-point.html |title = Why "Open Source" misses the point of Free Software |access-date = July 23, 2007 |last = Stallman |first = Richard |author-link = Richard Stallman |date= June 16, 2007 |website = Philosophy of the GNU Project |publisher = Free Software Foundation |quote = As the advocates of open source draw new users into our community, we free software activists have to work even more to bring the issue of freedom to those new users' attention. We have to say, 'It's free software and it gives you freedom!'—more and louder than ever. Every time you say 'free software' rather than 'open source,' you help our campaign. }}</ref> 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.<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 |quote = Sooner or later these users will be invited to switch back to proprietary software for some practical advantage Countless companies seek to offer such temptation, and why would users decline? Only if they have learned to value the freedom free software gives them, for its own sake. It is up to us to spread this idea—and in order to do that, we have to talk about freedom. A certain amount of the 'keep quiet' approach to business can be useful for the community, but we must have plenty of freedom talk too. }}</ref> The FSF considers free software to be a [[subset]] of open-source software, and Richard Stallman explained that [[Digital rights management|DRM]] software, for example, can be developed as open source, despite that it does not give its users freedom (it restricts them), and thus doesn't qualify as free software.<ref name="DRM-not-free">{{cite web |url = https://www.gnu.org/philosophy/open-source-misses-the-point.html |title = Why "Open Source" misses the point of Free Software |access-date = July 23, 2007 |last = Stallman |first = Richard |author-link = Richard Stallman |date= June 16, 2007 |website = Philosophy of the GNU Project |publisher = Free Software Foundation |quote = Under the pressure of the movie and record companies, software for individuals to use is increasingly designed specifically to restrict them. This malicious feature is known as DRM or Digital Restrictions Management (see [[Defective by Design|DefectiveByDesign.org]]), and it is the antithesis in spirit of the freedom that free software aims to provide. [...] Yet some open source supporters have proposed 'open source DRM' software. Their idea is that by publishing the source code of programs designed to restrict your access to encrypted media, and allowing others to change it, they will produce more powerful and reliable software for restricting users like you. Then it will be delivered to you in devices that do not allow you to change it. This software might be 'open source,' and use the open source development model; but it won't be free software since it won't respect the freedom of the users that actually run it. If the open source development model succeeds in making this software more powerful and reliable for restricting you, that will make it even worse.}}</ref>


''[[Dynamic decision-making|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.<ref name=":11" /> Compare with [[extreme programming]].<ref name=":11" />
===Open-source software licensing===
{{Main|Open-source license}}
{{Further|Free software license}}
{{See also|Free and open-source software#Licensing|Software license}}


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.<ref name=":10" /> This is established by communicating with the OSS community through avenues such as [[bug tracking system|bug reporting and tracking]] or [[mailing list]]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 [[peer feedback]].<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 [[continuous integration]].<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" />
When an author contributes code to an open-source project (e.g., Apache.org) they do so under an explicit license (e.g., the Apache Contributor License Agreement) or an implicit license (e.g. the open-source license under which the project is already licensing code). Some open-source projects do not take contributed code under a license, but actually require joint assignment of the author's copyright in order to accept code contributions into the project.<ref name="Lawrence2016">{{cite web|last1=Rosen|first1=Lawrence|title=Joint Works – Open Source Licensing: Software Freedom and Intellectual Property Law|url=http://flylib.com/books/en/4.467.1.24/1/|website=flylib.com|access-date=22 July 2016}}</ref>


===Advantages===
Examples of [[free software license]] / open-source licenses include [[Apache License]], [[BSD license]], [[GNU General Public License]], [[GNU Lesser General Public License]], [[MIT License]], [[Eclipse Public License]] and [[Mozilla Public License]].
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=[[Harvard Business Review]] |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=[[Journal of Medical Internet Research]] |date=February 2011 | doi=10.2196/jmir.1521 | pmid=21447469 | pmc=3221346 | volume=13 | issue=1 | pages=e24 | doi-access=free }}</ref>
The [[License proliferation|proliferation of open-source licenses]] is a negative aspect of the open-source movement because it is often difficult to understand the legal implications of the differences between licenses. With more than 180,000 open-source projects available and more than 1400 unique licenses, the complexity of deciding how to manage open-source use within "closed-source" commercial enterprises has dramatically increased. Some are home-grown, while others are modeled after mainstream [[FOSS]] licenses such as Berkeley Software Distribution ("BSD"), Apache, MIT-style (Massachusetts Institute of Technology), or GNU General Public License ("GPL"). In view of this, open-source practitioners are starting to use classification schemes in which [[FOSS]] licenses are grouped (typically based on the existence and obligations imposed by the [[copyleft]] provision; the strength of the copyleft provision).<ref>Andrew T. Pham, Verint Systems Inc., and Matthew B. Weinstein and Jamie L. Ryerson. "[http://www.ipo.org/AM/Template.cfm?Section=Patents&Template=/CM/ContentDisplay.cfm&ContentID=26682 Easy as ABC: Categorizing Open Source Licenses] {{Webarchive|url=https://web.archive.org/web/20121108031149/http://www.ipo.org/AM/Template.cfm?Section=Patents&Template=%2FCM%2FContentDisplay.cfm&ContentID=26682 |date=8 November 2012 }}"; www.IPO.org. June 2010.</ref>


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>
An important legal milestone for the open source / free software movement was passed in 2008, when the US federal appeals court ruled that [[free software license]]s definitely do set legally binding conditions on the use of copyrighted work, and they are therefore enforceable under existing copyright law. As a result, if end-users violate the licensing conditions, their license disappears, meaning they are infringing copyright.<ref>{{cite news | url=http://news.bbc.co.uk/1/hi/technology/7561943.stm | title=Legal milestone for open source | first=Maggie | last=Shiels | date=2008-08-14 | work=BBC News | access-date=2008-08-15 }}</ref>
Despite this licensing risk, most commercial software vendors are using open-source software in commercial products while fulfilling the license terms, e.g. leveraging the Apache license.<ref name="Popp2">{{cite book | first = Dr. Karl Michael | last = Popp | title = Best Practices for commercial use of open source software | year = 2015 | publisher = Books on Demand | location = Norderstedt, Germany | isbn = 978-3738619096}}</ref>


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" />
===Certifications===
Certification can help to build user confidence. Certification could be applied to the simplest component, to a whole software system. The [[United Nations University International Institute for Software Technology]],<ref>[http://www.iist.unu.edu] {{webarchive|url=https://web.archive.org/web/20071115223300/http://www.iist.unu.edu/|date=15 November 2007}}</ref> initiated a project known as "The Global Desktop Project". This project aims to build a desktop interface that every end-user is able to understand and interact with, thus crossing the language and cultural barriers. The project would improve developing nations' access to information systems. UNU/IIST hopes to achieve this without any compromise in the quality of the software by introducing certifications.<ref>[http://opencert.iist.unu.edu] {{webarchive|url=https://web.archive.org/web/20071207171952/http://opencert.iist.unu.edu/|date=7 December 2007}}</ref>


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>
==Open-source software development==
{{main|Open-source software development model}}


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>
===Development model===
In his 1997 essay ''[[The Cathedral and the Bazaar]]'',<ref name="ray2000">{{cite web | last=Raymond | first=Eric S. | author-link=Eric S. Raymond | date=2000-09-11 | title=The Cathedral and the Bazaar | access-date=2004-09-19 | url=http://www.catb.org/~esr/writings/cathedral-bazaar/cathedral-bazaar/index.html }}</ref> [[open-source evangelist]] [[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, "carefully crafted by individual wizards or small bands of mages working in splendid isolation".<ref name="ray2000"/> 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."<ref name="ray2000"/>


===Development tools===
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.
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>


[[Version control]] systems such as Centralized Version control system (CVCS) and the [[distributed version control|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.<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" /> [[Concurrent Versions System|concurrent versions system]] (CVS) and later [[Subversion (software)|Subversion]] (SVN) and [[Git (software)|Git]] are examples of CVCS.<ref name=":16" /> The [[Repository (version control)|repositories]] are hosted and published on [[Comparison of source-code-hosting facilities|source-code-hosting facilities]] such as [[GitHub]].<ref name=":16" />
The bazaar model, however, is different. In this model, roles are not clearly defined. Gregorio Robles<ref>{{cite book | last=Robles | first=Gregorio | year=2004 | chapter=A Software Engineering Approach to Libre Software | chapter-url=http://www.opensourcejahrbuch.de/download/jb2004/chapter_03/III-3-Robles.pdf | format=PDF | title=Open Source Jahrbuch 2004 | editor=Robert A. Gehring, Bernd Lutterbeck | location=Berlin | publisher=[[Technical University of Berlin]] | url=http://www.opensourcejahrbuch.de | access-date=2020-02-11 }}</ref> suggests that software developed using the bazaar model should exhibit the following patterns:


Open-source projects use utilities such as issue trackers to organize open-source software development. Commonly used [[Bug tracking system|bug tracker]]s include [[Bugzilla]] and [[Redmine]].<ref name=":10" />
; 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 report]]s, documentation, etc. Having more co-developers increases the rate at which the software evolves. [[Linus's law]] states, "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 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 [[continuous integration|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 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]].


Tools such as [[mailing lists]] and [[Internet Relay Chat|IRC]] 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" />
Data suggests, however, that OSS is not quite as democratic as the bazaar model suggests. An analysis of five billion bytes of free/open-source code by 31,999 developers shows that 74% of the code was written by the most active 10% of authors. The average number of authors involved in a project was 5.1, with the median at 2.<ref>{{cite journal |last=Ghosh |first=R.A. |author2=Robles, G. |author3=Glott, R. |title=Free/Libre and Open Source Software: Survey and Study Part V|journal=Maastricht: International Institute of Infonomics.|year=2002}}</ref>


== Opportunities for participation ==
===Advantages and disadvantages===
=== Contributing ===
Open-source software is usually easier to obtain than proprietary software, often resulting in increased use. Additionally, the availability of an 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}}</ref> It has also helped to build 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 }}</ref>
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 [[computer programming|programming]], user [[user interface design|interface design]] and testing, [[web design]], [[bug triage]], accessibility design and testing, [[UX design]], code testing, and [[application security|security review]] 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 [[Software documentation|documentation]] writing and editing, [[translation]], [[project management]], event organization and coordination, marketing, release management, community management, and public relations and outreach.<ref name=":4" />
Moreover, lower costs of marketing and logistical services are needed for OSS. It is a good 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=[[Harvard Business Review]] |date=September 2000 | doi=10.1225/F00503}}</ref> The OSS development approach has helped produce reliable, high quality software quickly and inexpensively.<ref>{{cite journal | title=Open Source, Open Standards, and Health Care Information Systems | last=Reynolds | first=Carl |author2=Jeremy Wyatt | journal=[[Journal of Medical Internet Research]] |date=February 2011 | doi=10.2196/jmir.1521 | pmid=21447469 | pmc=3221346 | volume=13 | issue=1 | pages=e24 }}</ref>


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.<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 [[Sovereign Tech Fund]] is able to contribute to millions to supporting the tools the [[German Government]] 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 [[National Science Foundation]] 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>
Open-source development offers the potential for a more flexible technology and quicker innovation. It is said to be more reliable since it typically 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. Also, it uses open standards accessible to everyone; thus, it does not have the problem of incompatible formats that may exist in proprietary software.


=== Industry participation ===
It 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.<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>
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 [[telecommunications]], [[aerospace]], [[Health care|healthcare]], and [[Media & Entertainment|media & entertainment]] 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" />


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 [[Computer hardware|hardware]] and ownership are also important benefits.<ref name=":6" />
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.<ref>{{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>


=== Prominent organizations ===
It is sometimes said that the open-source development process may not be well defined and the stages in the development process, such as system testing and documentation may be ignored. However this is only true for small (mostly single programmer) projects. Larger, successful projects do define and enforce at least some rules as they need them to make the teamwork possible.<ref>{{cite web|url=https://www.gnu.org/software/classpath/docs/hacking.html |title=GNU Classpath Hacker's Guide: GNU Classpath Hacker's Guide |website=Gnu.org |date=2003-08-11 |access-date=2012-03-25}}</ref><ref>{{cite web | url=http://jgap.sourceforge.net/doc/codestyle.html | archive-url=https://archive.is/20121225112210/http://jgap.sourceforge.net/doc/codestyle.html | url-status=dead | archive-date=2012-12-25 | title=Brief summary of coding style and practice used in JGAP | first=Klaus | last=Meffert | author2=Neil Rotstan | year=2007 | publisher=Java Genetic Algorithms Package | access-date=2008-09-08 }}</ref> In the most complex projects these rules may be as strict as reviewing even minor change by two independent developers.<ref>{{cite web | url=http://www.javalobby.org/java/forums/t98834.html | title=Classpath hackers frustrated with slow OpenJDK process | date=2007-07-16 | first=Andy | last=Tripp | publisher=Javalobby | access-date=2 May 2008 | archive-url=https://www.webcitation.org/6671kDV9H?url=http://www.javalobby.org/java/forums/t98834.html | archive-date=12 March 2012 | url-status=dead }}</ref>
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 [[Open Source Initiative]], some American organizations include the [[Free Software Foundation]], [[Software Freedom Conservancy]], the [[Open Source Initiative]] and [[Software in the Public Interest]].<ref name=":4" /> Within Europe some notable organizations are [[Free Software Foundation Europe]], open-source projects EU (OSP) and [[OpenForum Europe]] (OFE).<ref name=":4" /> One Australian organization is [[Linux Australia]] while Asia has [[Open source Asia]] and [[FOSSAsia]].<ref name=":4" /> [[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]].<ref name=":4" /> Outside of these, many more organizations dedicated to the advancement of open-source software exist.<ref name=":4" />


== Legal and economic issues ==
Not all OSS initiatives have been successful, for example, SourceXchange and [[Eazel]].<ref name="Sharma2002"/> Software experts and researchers who are not convinced by open source's ability to produce quality systems identify the unclear process, the late defect discovery and the lack of any empirical evidence as the most important problems (collected data concerning productivity and quality).<ref name="autogenerated1">{{cite journal | first=Ioannis | last=Stamelos |author2=Lefteris Angelis |author3=Apostolos Oikonomou |author4=Georgios L. Bleris | title=Code Quality Analysis in Open Source Software Development | doi=10.1109/MS.2007.2 | journal=Info System Journal | volume=12 | year=2002 | pages=43–60 | s2cid=18538582 }}</ref> It is also difficult to design a commercially sound business model around the open-source paradigm. Consequently, only technical requirements may be satisfied and not the ones of the market.<ref name="autogenerated1"/> In terms of security, open source may allow hackers to know about the weaknesses or loopholes of the software more easily than closed-source software. It depends on control mechanisms in order to create effective performance of autonomous agents who participate in virtual organizations.<ref>{{cite journal | first=Michael J. | last=Gallivan | title=Striking a Balance Between Trust and Control in a Virtual Organization: A Content Analysis of Open Source Software Case Studies | journal= Information Systems Journal| volume=11 | issue=4 | year=2001 | pages=277–304 | doi=10.1046/j.1365-2575.2001.00108.x | s2cid=11868077 | url=https://semanticscholar.org/paper/09b2e5bb4e94cc7ba5d5c72cf8c19378e89714ef }}</ref>


===Development tools===
=== Licensing ===
{{Main|Open-source license}}
In OSS development, tools are used to support the development of the product and the development process itself.<ref name="BoldyreffLaveryNutterRank16">{{cite web|last1=Boldyreff|first1=Cornelia|last2=Lavery|first2=Janet|last3=Nutter|first3=David|last4=Rank|first4=Stephen|title=Open Source Development Processes and Tools|url=http://flosshub.org/system/files/15-18.pdf|website=Flosshub|access-date=22 July 2016}}</ref>
{{Further|Free-software license}}
{{See also|Free and open-source software#Licensing|Software license}}


FOSS products are generally licensed under two types of licenses: [[permissive software license|permissive licensing]] and [[copyleft|copyleft licensing]].<ref name=":7" /> Both of these types of licenses are different than [[Proprietary software|proprietary licensing]] in that they can allow more users access to the software and allow for the creation of [[derivative work]]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 [[copyright|copyright rights]] without having to use the same license for distribution.<ref name=":7" /> Examples of this type of license include the [[BSD licenses|BSD]], [[MIT License|MIT]], and [[Apache License|Apache licenses]].<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 [[GNU General Public License|GNU family of licenses]], and the [[Mozilla Public License|MPL]] and [[Eclipse Public License|EPL]] 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" />
[[Revision control]] systems such as [[Concurrent Versions System]] (CVS) and later [[Subversion (software)|Subversion]] (SVN) and [[Git (software)|Git]] are examples of tools, often themselves open source, help manage the source code files and the changes to those files for a software project.<ref name="Stansberry16">{{cite web|last1=Stansberry|first1=Glen|title=7 Version Control Systems Reviewed – Smashing Magazine|url=https://www.smashingmagazine.com/2008/09/the-top-7-open-source-version-control-systems/|website=Smashing Magazine|access-date=22 July 2016|date=18 September 2008}}</ref> The projects are frequently hosted and published on [[Comparison of source-code-hosting facilities|source-code-hosting facilities]] such as [[Launchpad (website)|Launchpad]].<ref name="Frantzell16">{{cite web|last1=Frantzell|first1=Lennart|title=GitHub, Launchpad and BitBucket, how today's distributed version control systems are fueling the unprecendented global open source revolution|url=https://www.ibm.com/developerworks/community/blogs/iic-san-mateo/entry/github_and_bitbucket_how_today_s_distributed_version_control_systems_are_fueling_the_unprecendentet_global_open_source_revolution4?lang=en|website=IBM developerworks|access-date=22 July 2016|date=18 July 2016}}</ref>


One important legal precedent for open-source software was created in 2008, when the Jacobson v Katzer case enforced terms of the [[Artistic License|Artistic license]], 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 [[Artistic License|Artistic license]] to other open-source software licenses, the ruling created a precedent that applied widely.<ref name=":7" />
Open-source projects are often loosely organized with "little formalised process modelling or support", but utilities such as issue trackers are often used to organize open-source software development.<ref name="BoldyreffLaveryNutterRank16"/> Commonly used [[bugtracker]]s include [[Bugzilla]] and [[Redmine]].<ref name="Baker16">{{cite web|last1=Baker|first1=Jason|title=Top 4 open source issue tracking tools|url=https://opensource.com/business/16/2/top-issue-support-and-bug-tracking-tools|website=opensource.com|access-date=22 July 2016}}</ref>


Examples of [[free-software license]] / [[open-source license]]s include [[Apache License|Apache licenses]], [[BSD licenses]], [[GNU General Public License]]s, [[GNU Lesser General Public License]], [[MIT License]], [[Eclipse Public License]] and [[Mozilla Public License]].<ref name=":7" />
Tools such as [[mailing lists]] and [[Internet Relay Chat|IRC]] provide means of coordination among developers.<ref name="BoldyreffLaveryNutterRank16"/> Centralized code hosting sites also have social features that allow developers to communicate.<ref name="Frantzell16"/>


===Organizations===
=== 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.<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" />
Some of the "more prominent organizations" involved in OSS development include the [[Apache Software Foundation]], creators of the Apache web server; the [[Linux Foundation]], a nonprofit which {{as of|2012|lc=y}} employed Linus Torvalds, the creator of the [[Linux|Linux operating system]] [[Linux kernel|kernel]]; the [[Eclipse Foundation]], home of the [[Eclipse (software)|Eclipse]] software development platform; the Debian Project, creators of the influential [[Debian]] GNU/Linux distribution; the [[Mozilla Foundation]], home of the Firefox web browser; and [[OW2]], European-born community developing open-source middleware. New organizations tend to have a more sophisticated governance model and their membership is often formed by legal entity members.<ref>[[François Letellier]] (2008), [https://web.archive.org/web/20120806090557/http://flet.netcipia.net/xwiki/bin/download/Main/publications%2Dfr/GEM2008%2DFLetellier%2DSubmittedPaper.pdf Open Source Software: the Role of Nonprofits in Federating Business and Innovation Ecosystems], AFME 2008.</ref>


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.<ref name=":7" /> Ultimately, [[Copyright|copyright law]] became the standard with computer programs being considered a form of literary work, with some tweaks of unique regulation.<ref name=":7" />
[[Open Source Software Institute]] is a membership-based, non-profit (501 (c)(6)) organization established in 2001 that promotes the development and implementation of open source software solutions within US Federal, state and local government agencies. OSSI's efforts have focused on promoting adoption of open-source software programs and policies within Federal Government and Defense and Homeland Security communities.<ref name="OSSI16">{{cite web|last1=Open Source Software Institute|title=Home|url=http://www.ossinstitute.org/|website=Open Source Software Institute|access-date=22 July 2016}}</ref>


Software is generally considered [[source code]] and [[object code]], 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 [[Programming language|programing language]], 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 [[Open source license|open-source licenses]] originating there.<ref name=":7" /> However, this has increased the focus on [[Patent|patent rights]] within these licenses, which has seen backlash from the OSS community, who prefer other forms of [[Intellectual property|IP]] protection.<ref name=":7" />
[[Open Source for America]] is a group created to raise awareness in the United States Federal Government about the benefits of open-source software. Their stated goals are to encourage the government's use of open source software, participation in open-source software projects, and incorporation of open-source community dynamics to increase government transparency.<ref>{{cite web|last=Hellekson |first=Gunnar |url=http://opensourceforamerica.org/ |title=Home |publisher=Open Source for America |access-date=2012-03-25}}</ref>


Another issue includes [[technological protection measures]] (TPM) and [[digital rights management]] (DRM) techniques which were internationally legally recognized and protected in the [[World Intellectual Property Organization Copyright Treaty|1996 World Intellectual Property Organization (WIPO) Treaty]].<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" />
[[Mil-OSS]] is a group dedicated to the advancement of OSS use and creation in the military.<ref>{{cite web|author=from EntandoSrl (Entando ) |url=http://mil-oss.org/ |title=Mil-OSS |access-date=2012-03-25}}</ref>


=== Economic/business implications ===
===Funding===
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 [[intellectual property]] difficult within OSS.<ref name=":14" /> [[Software license|Licensing]] and branding can prevent others from stealing it, preserving its status as a [[Public good (economics)|public good]].<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 [[network effect]]s.<ref name=":14" />
{{main|Business models for open-source software}}
{{:Business models for open-source software}}


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 [[incentivisation|incentivization]].<ref name=":14" />
==Comparisons with other software licensing/development models==


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" />
===Closed source / proprietary software===
{{Main|Comparison of open-source and closed-source software}}


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" />
The debate over ''open source'' vs. ''[[closed source]]'' (alternatively called [[proprietary software]]) is sometimes heated.


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, [[Dell|Dell's]] move of selling computers with [[GNU/Linux]] already installed.<ref name=":55" /> [[Microsoft]] itself has launched a [[Linux-based operating system]] 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" />
The top four reasons (as provided by Open Source Business Conference survey<ref name="cmswire1">{{cite web|author=Irina Guseva (@irina_guseva) |url=http://www.cmswire.com/cms/web-cms/bad-economy-is-good-for-open-source-004187.php |title=Bad Economy Is Good for Open Source |website=Cmswire.com |date=2009-03-26 |access-date=2012-03-25}}</ref>) individuals or organizations choose open-source software are:
# lower cost
# security
# no vendor 'lock in'
# better quality


=== Government uses ===
Since innovative companies no longer rely heavily on software sales, proprietary software has become less of a necessity.<ref>{{cite web|url=https://www.pcworld.com/article/243136/open_source_vs_proprietary_software.html |title=Open Source vs. Proprietary Software | website=PCWorld Business Center |publisher=Pcworld.com |date=2011-11-03 |access-date=2012-03-25}}</ref> As such, things like open-source [[content management system]]—or CMS—deployments are becoming more commonplace. In 2009,<ref>{{cite web|author=Geoff Spick (@Goffee71) |url=http://www.cmswire.com/cms/web-cms/open-source-movement-finds-friends-at-the-white-house-005867.php |title=Open Source Movement Finds Friends at the White House |website=Cmswire.com |date=2009-10-26 |access-date=2012-03-25}}</ref> the US White House switched its CMS system from a proprietary system to [[Drupal]] open source CMS. Further, companies like [[Novell]] (who traditionally sold software the old-fashioned way) continually debate the benefits of switching to open-source availability, having already switched part of the product offering to open source code.<ref>{{cite web|url=http://news.cnet.com/Pandoras-box-for-open-source/2009-7344_3-5157470.html |title=Pandora's box for open source – CNET News |website=News.cnet.com |date=2004-02-12 |access-date=2012-03-25}}</ref> In this way, open-source software provides solutions to unique or specific problems. As such, it is reported<ref>{{cite web|last=Murphy |first=David |url=https://www.pcmag.com/article2/0,2817,2367829,00.asp |title=Survey: 98 Percent of Companies Use Open-Source, 29 Percent Contribute Back | website = News & Opinion | publisher =PCMag.com |date=2010-08-15 |access-date=2012-03-25}}</ref> that 98% of enterprise-level companies use open-source software offerings in some capacity.
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]].<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 [[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.<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" />


Another issue for governments in regard to open source is their investments in technologies such as [[operating system]]s, [[semiconductor]]s, [[Cloud computing|cloud]], and [[artificial intelligence]].<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 [[Huawei]] was prevented from using [[Android (operating system)|Google's Android system]] in 2019, they began to create their own alternative operating system: [[HarmonyOS|Harmony OS]].<ref name=":8" />
With this market shift, more critical systems are beginning to rely on open-source offerings,<ref name="autogenerated2">{{cite web|url=http://news.cnet.com/Homeland-Security-helps-secure-open-source-code/2100-1002_3-6025579.html |title=Homeland Security helps secure open-source code – CNET News |website=News.cnet.com |access-date=2012-03-25}}</ref> allowing greater funding (such as [[US Department of Homeland Security]] grants<ref name="autogenerated2"/>) to help "hunt for security bugs." According to a pilot study of organizations adopting (or not adopting) OSS, the following factors of statistical significance were observed in the manager's beliefs: (a) attitudes toward outcomes, (b) the influences and behaviors of others, and (c) their ability to act.<ref>{{cite web|last=Greenley|first=Neil|title=Open Source Software Survey|url=http://www.oss-survey.org/|archive-url=https://web.archive.org/web/20130622025128/http://oss-survey.org/|url-status=dead|archive-date=22 June 2013|access-date=9 October 2012}}</ref>


Germany recently established a [[Sovereign Tech Fund]], to help support the governance and maintenance of the software that they use.
Proprietary source distributors have started to develop and contribute to the open-source community due to the market share shift, doing so by the need to reinvent their models in order to remain competitive.<ref>Boulanger, A. (2005). Open-source versus proprietary software: Is one more reliable and secure than the other? IBM Systems Journal, 44(2), 239–248.</ref>


== Open software movement ==
Many advocates argue that open-source software is inherently safer because any person can view, edit, and change code.<ref>{{cite web|last=Seltzer |first=Larry |url=https://www.pcmag.com/article2/0,2817,1566726,00.asp |title=Is Open-Source Really Safer? |website=PCMag.com |date=2004-05-04 |access-date=2012-03-25}}</ref> A study of the Linux source code has 0.17 bugs per 1000 lines of code while proprietary software generally scores 20–30 bugs per 1000 lines.<ref>{{cite journal|author=Michelle Delio |url=http://archive.wired.com/software/coolapps/news/2004/12/66022 |title=Linux: Fewer Bugs Than Rivals |journal=Wired |access-date=2016-05-23|date=14 December 2004 }}</ref>


===Free software===
=== History ===
{{Further|History of free and open-source software}}

In 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.<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, [[Unix]] included the [[operating system]] [[source code]] for users.<ref name=":13" /> Eventually, the [[Commercial software|commercialization of software]] 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 [[hacker]]s or [[hacker culture]].<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, [[Richard Stallman]], was a driving force behind the [[free software movement]], which would later allow for the [[open-source-software movement|open-source movement]].<ref name=":24" /> 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.<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 [[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.<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 [[Free Software Foundation]] (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 [[copyleft]], which allowed the use of his work by anyone, but under specific terms.<ref name=":24" /> To do this, he created the [[GNU General Public License]] (GNU GPL) in 1989, which was updated in 1991.<ref name=":24" /> In 1991, GNU was combined with the [[Linux kernel]] written by [[Linus Torvalds]], 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 [[Linux]].<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 [[Berkeley Software Distribution]], [[TeX]], and the [[X Window System]].<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., [Nachdr.] |location=Beijing Köln}}</ref>

As free software developed, the [[Free Software Foundation]] began to look how to bring free software ideas and perceived benefits to the [[commercial software|commercial software industry]].<ref name=":28" /> It was concluded that FSF's [[activism|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.<ref name=":28" /> The term open source was suggested by [[Christine Peterson]] 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 [[Open Source Initiative]] (OSI) and the OSI definition of what open source software is.<ref name=":24" /> The [[Open Source Initiative]]'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 [[Debian Free Software Guidelines]], 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 [[The Free Software Definition|free software definition]] 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 [[source code]], with an executive of Microsoft calling open source an [[intellectual property]] 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 [[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.<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, [[Android (operating system)|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.<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 [[Apache License|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.<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 [[Microsoft]], 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 [[Vendor lock-in|lock-in]], 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}}
{{Main|Alternative terms for free software}}
{{See also|Comparison of free and open-source software licenses}}
{{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" />
According to the [[Free software movement]]'s leader, [[Richard Stallman]], the main difference is that by choosing one term over the other (i.e. either "open source" or "[[free software]]") one lets others know about what one's goals are: "Open source is a development methodology; free software is a social movement."<ref name="Why"/> Nevertheless, there is significant overlap between open source software and free software.<ref name="DRM-not-free"/>

[[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.<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 [[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.<ref name=":20" /> The FSF considers free software to be a [[subset]] of open-source software, and Richard Stallman explained that [[Digital rights management|DRM]] 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 [[alternative terms for free software|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]].<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 [[source code]], 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 [[source-available software|source available]] when this source code is available to be seen.<ref name=":26" /> However to be source available or [[Free and open-source software|FOSS]], 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 [[The Open Source Definition|Open Source Definition]], 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 [[proprietary software]] into open source software through releasing it under an [[open-source license]].<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 [[shareware]], [[Public-domain software|public domain software]], [[freeware]], 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 [[source code]], 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 [[Silicon Valley]] 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 [[social network]]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 [[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.<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 [[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.<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 ===
The FSF<ref>{{cite web|url=https://www.gnu.org/philosophy/open-source-misses-the-point.en.html |title=Why Open Source Misses the Point of Free Software – GNU Project – Free Software Foundation |publisher=Gnu.org |access-date=2015-03-30}}</ref> 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 "free software" term was criticized for the ambiguity of the word "free" as "available at no cost", which was seen as discouraging for business adoption,<ref>{{cite web|url=http://www.catb.org/~esr/open-source.html |title=Goodbye, "free software"; hello, "open source" |quote=The problem with it is twofold. First, ... the term "free" is very ambiguous ... Second, the term makes a lot of corporate types nervous.}}</ref> and for the historical ambiguous usage of the term.<ref name="karlfogel"/><ref name="Kelty">{{cite web|url=http://twobits.net/pub/Kelty-TwoBits.pdf |title=The Cultural Significance of free Software – Two Bits |first=Christpher M. |last=Kelty |publisher=[[Duke University]] press – Durham and London |year=2008 |pages=99 |quote=Prior to 1998, Free Software referred either to the Free Software Foundation (and the watchful, micromanaging eye of Stallman) or to one of thousands of different commercial, avocational, or university-research projects, processes, licenses, and ideologies that had a variety of names: sourceware, freeware, shareware, open software, public domain software, and so on. The term Open Source, by contrast, sought to encompass them all in one movement.}}</ref><ref>{{cite web|url=http://opensource.org/history| title=History of OSI |quote="conferees decided it was time to dump the moralizing and confrontational attitude that had been associated with "free software" in the past and sell the idea strictly on the same pragmatic, business-case grounds" |author=OSI}}</ref>
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 [[Computer programming|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 system|issue tracking]] or [[version control]].<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 ===
Developers have used the [[alternative terms for free software|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]].<ref name="StallmanFLOSSFOSS2016">{{cite web|last1=Stallman|first1=Richard|title=FLOSS and FOSS|url=https://www.gnu.org/philosophy/floss-and-foss.en.html|publisher=Free Software Foundation|access-date=22 July 2016}}</ref> While the definition of open source software is very similar to the FSF's [[free software definition]]<ref name="Stallman20070616">{{cite web | url=https://www.gnu.org/philosophy/open-source-misses-the-point.html | title=Why "Open Source" misses the point of Free Software | last=Stallman | first=Richard | author-link =Richard Stallman | date=2007-06-16 | website=Philosophy of the GNU Project | publisher=[[GNU Project]] | access-date=2007-07-23 }}</ref> it was based on the [[Debian Free Software Guidelines]], written and adapted primarily by [[Bruce Perens]] with input from [[Eric S. Raymond]] and others.<ref name=osihistory>{{cite web |url=http://www.opensource.org/history |title=History of the OSI |date=19 September 2006 |first=Michael |last=Tiemann |author-link=Michael Tiemann |publisher=[[Open Source Initiative]] |access-date=23 August 2008 }}</ref>
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> [[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.<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 [[manual testing]] or [[Software documentation|documentation]] 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 ==
The term "open source" was originally intended to be trademarkable; however, the term was deemed too descriptive, so no trademark exists.<ref>{{cite web | url=http://opensource.org/docs/certification_mark.html | title=Certification Mark | last=Nelson | first=Russell | author-link=Russ Nelson | date=2007-03-26 | publisher=[[Open Source Initiative]] | archive-url=https://web.archive.org/web/20080206050627/http://www.opensource.org/docs/certification_mark.html | archive-date=2008-02-06 | access-date=2007-07-22 }}</ref> The OSI would prefer that people treat open source as if it were a trademark, and use it only to describe software licensed under an OSI approved license.<ref>{{cite web | url=http://www.opensource.org/pressreleases/osi-launch.php | title=OSI Launch Announcement | last=Raymond | first=Eric S. | author-link=Eric S. Raymond | date=1998-11-22 | publisher=[[Open Source Initiative]] | access-date=2007-07-22 }}</ref>


=== Key projects ===
'''OSI Certified''' is a trademark licensed only to people who are distributing software licensed under a license listed on the Open Source Initiative's list.<ref>{{cite web | url=http://opensource.org/licenses | title=Open Source Licenses by Category | last=Nelson | first=Russell | author-link=Russ Nelson | date=2006-09-19 | publisher=[[Open Source Initiative]] | access-date=2007-07-22 }}</ref>
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]]: Unix is an [[operating system]] created by AT&T that began as a precursor to open source software in that the [[free software movement|free]] and [[Open-source-software movement|open-source software revolution]] began when developers began trying to create operating systems without Unix code.<ref name=":55"/> 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.<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, [[rolling release]]s and a community culture of distaste towards [[proprietary software]].<ref name=":55" />
===Open-source versus source-available===
{{main|Source-available software}}
Although the OSI definition of "open-source software" is widely accepted, a small number of people and organizations use the term to refer to software where the source is available for viewing, but which may not legally be modified or redistributed. Such software is more often referred to as ''[[source-available software|source-available]]'', or as ''shared source'', a term coined by Microsoft in 2001.<ref>{{cite web|url=http://www.geekzone.co.nz/content.asp?contentid=4253 |title=Microsoft announces expansion of Shared Source Initiative |publisher=Geekzone.co.nz |date=2005-03-21 |access-date=2015-03-30}}</ref> While in 2007 two of Microsoft's [[Shared Source Initiative]] licenses were certified by the [[Open Source Initiative|OSI]], most licenses from the SSI program are still ''source-available only''.<ref name="osi-approval">{{cite web| title = OSI Approves Microsoft License Submissions| url = http://opensource.org/node/207|publisher=opensource.org |date=2007-10-17 |access-date=2013-08-08 |quote=Acting on the advice of the License Approval Chair, the OSI Board today approved the Microsoft Public License (Ms-PL) and the Microsoft Reciprocal License (Ms-RL). The decision to approve was informed by the overwhelming (though not unanimous) consensus from the open source community that these licenses satisfied the 10 criteria of the Open Source definition, and should, therefore, be approved.}}</ref>


[[Berkeley Software Distribution|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.<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 [[proprietary software]] 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" />
===Open-sourcing===
<!-- "Open Source" people talk about "opening", "Free Software" people talk about "liberating", but it's the same act, so let's just have one article? -->'''Open-sourcing''' is the act of propagating the [[open source movement]], most often referring to releasing previously [[proprietary software]] under an [[open-source license|open source]]/[[free software]] license,<ref>Agerfalk, Par and Fitzgerald, Brian (2008), Outsourcing to an Unknown Workforce: Exploring Opensourcing as a Global Sourcing Strategy, ''MIS Quarterly'', Vol 32, No 2, pp.385–410</ref> but it may also refer programming Open Source software or installing Open Source software.


[[GNU]]: GNU is a free operating system created by [[Richard Stallman]] in 1984 with its name meaning Gnu's Not Unix.<ref name=":55" /> 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.<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 [[GNU General Public License]] or GPL, which allowed developers to release software that could be legally shared and modified.<ref name=":55" />
Notable software packages, previously proprietary, which have been open sourced include:
* [[Netscape Navigator]], the code of which became the basis of the [[Mozilla]] and [[Mozilla Firefox]] [[web browser]]s
* [[StarOffice]], which became the base of the [[OpenOffice.org]] [[office suite]] and [[LibreOffice]]
* [[Global File System]], was originally [[GNU General Public License|GPL'd]], then made proprietary in 2001(?), but in 2004 was re-GPL'd.
* [[SAP DB]], which has become [[MaxDB]], and is now distributed (and owned) by [[MySQL AB]]
* [[InterBase]] database, which was open sourced by [[Borland]] in 2000 and presently exists as a commercial product and an open-source fork ([[Firebird (database server)|Firebird]])
Before changing the license of software, distributors usually audit the source code for third party licensed code which they would have to remove or obtain permission for its relicense. [[Backdoor (computing)|Backdoors]] and other [[malware]] should also be removed as they may easily be discovered after release of the code.


[[Linux]]: Linux is an [[Kernel (operating system)|operating system kernel]] that was introduced in 1991 by [[Linus Torvalds]].<ref name=":55" /> Linux was inspired by making a better version of the for profit operating service [[Minix|Minux]].<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 [[GNU General Public License|GPL license]], allowing people to make money with Linux and bringing Linux into the FOSS community.<ref name=":55" />
==Current applications and adoption{{anchor|Applications}}{{anchor|Adoption}}==
{{main|Free and open-source software#Adoption}}
{{See also|Linux adoption|Free software#Adoption}}


[[Apache HTTP Server|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.<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 [[web server]].<ref name=":55" /> Soon, Apache came out with [[Apache License|its own license]], 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" />
{{quote box|width=25%|quote='''"We migrated key functions from Windows to Linux because we needed an operating system that was stable and reliable – one that would give us in-house control. So if we needed to patch, adjust, or adapt, we could."'''|source=Official statement of the [[United Space Alliance]], which manages the computer systems for the [[International Space Station]] (ISS), regarding why they chose to switch from Windows to [[Debian GNU/Linux]] on the ISS<ref>{{cite news|author=Gunter, Joel|title=International Space Station to boldly go with Linux over Windows|work=The Telegraph|date=May 10, 2013|url=https://www.telegraph.co.uk/technology/news/10049444/International-Space-Station-to-boldly-go-with-Linux-over-Windows.html}}</ref><ref>{{cite web|author=Bridgewater, Adrian|title=International Space Station adopts Debian Linux, drops Windows & Red Hat into airlock|website=Computer Weekly|date=May 13, 2013|url=http://www.computerweekly.com/blogs/open-source-insider/2013/05/international-space-station-adopts-debian-linux-drop-windows-red-hat-into-airlock.html}}</ref>}}


===Widely used open-source software===
=== 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|open-source ecology]], 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"/>
{{main|List of free and open-source software packages}}


The same principles that underlie open-source software can be found in many other ventures, such as open source, [[open content]], and [[open collaboration]].<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"/>
Open-source software projects are built and maintained by a network of volunteer programmers and are widely used in free as well as commercial products.<ref name="Popp2"/> Prime examples of open-source products are the [[Apache HTTP Server]], the e-commerce platform [[osCommerce]], internet browsers [[Mozilla Firefox]] and [[Chromium (web browser)|Chromium]] (the project where the vast majority of development of the freeware [[Google Chrome]] is done) and the full office suite [[LibreOffice]]. One of the most successful open-source products is the [[Linux|GNU/Linux]] operating system, an open-source [[Unix-like]] operating system, and its derivative [[Android (operating system)|Android]], an operating system for mobile devices.<ref>Michael J. Gallivan, "Striking a Balance Between Trust and Control in a Virtual Organization: A Content Analysis of Open Source Software Case Studies", Info Systems Journal 11 (2001): 277–304</ref><ref>Hal Plotkin, "What (and Why) you should know about open source software" Harvard Management Update 12 (1998): 8–9</ref> In some industries, open-source software is the norm.<ref name="Noyes16">{{cite web|last1=Noyes|first1=Katherine|title=Open Source Software Is Now a Norm in Businesses|url=http://www.pcworld.com/article/228136/open_source_software_now_a_norm_in_businesses.html|website=PCWorld|access-date=22 July 2016|date=18 May 2011}}</ref>


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>
==Extensions for non-software use==
{{main|Open source model}}
{{see also|Open content|Open collaboration}}


==Value==
While the term "open source" applied originally only to the source code of software,<ref>{{cite web | url = https://www.gnu.org/philosophy/open-source-misses-the-point.html | title = Why "Open Source" misses the point of Free Software | access-date = December 6, 2007 | last = Stallman | first = Richard | author-link = Richard Stallman | date= September 24, 2007 | website = Philosophy of the GNU Project | publisher = Free Software Foundation | quote = However, not all of the users and developers of free software agreed with the goals of the free software movement. In 1998, a part of the free software community splintered off and began campaigning in the name of 'open source.' The term was originally proposed to avoid a possible misunderstanding of the term 'free software,' but it soon became associated with philosophical views quite different from those of the free software movement.}}</ref> it is now being applied to many other areas<ref>{{cite web | url = http://opensource.com/resources/what-open-source | title = What is open source? | access-date = July 29, 2013}}</ref> such as [[Open source ecology]],<ref>{{cite web | url = http://www.openfarmtech.org | title = Open Source Ecology | quote = ...building the world's first replicable open source self-sufficient decentralized high-appropriate-tech permaculture ecovillage...}}</ref> 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. <!-- ''See [[open source (journalism)]] for the only other such definition in widespread use.''-->
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}} [[Software as a service]] (SaaS) products based on open-source components are increasingly common.{{sfn|August ''et al.''|2021|p=1}}
The same principles that underlie open-source software can be found in many other ventures, such as [[open-source hardware]], [[Wikipedia]], and [[open-access]] publishing. Collectively, these principles are known as open source, [[open content]], and [[open collaboration]]:<ref>{{cite web|url=http://www.informs.org/About-INFORMS/News-Room/Press-Releases/Open-Collaboration-Bitcoin |title=Open Collaboration Bitcoin |publisher=Informs.org |date=2014-01-02 |access-date=2015-03-30}}</ref> "any system of innovation or production that relies on goal-oriented yet loosely coordinated participants, who interact to create a product (or service) of economic value, which they make available to contributors and non-contributors alike."<ref name="Open Collaboration"/>


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}}
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="autogenerated1manuallyfixed">Raymond, Eric S. ''[[The Cathedral and the Bazaar]]''. ed 3.0. 2000.</ref>


==See also==
==See also==
Line 199: Line 225:
* [[Comparison of free and open-source software licenses]]
* [[Comparison of free and open-source software licenses]]
* [[Free software]]
* [[Free software]]
* [[Free software community]]
* [[Free-software license]]
* [[Free software license]]
* [[Free software movement]]
* [[Free software movement]]
* [[List of free and open-source software packages]]
* [[List of free and open-source software packages]]
* [[Open content]]
* [[Free content]]
* [[Open-source hardware]]
* [[Open-source hardware]]
* [[Open Source Initiative]]
* [[Open Source Initiative]]
Line 213: Line 238:
* {{in title|Open source|All articles with titles containing "Open source"}}
* {{in title|Open source|All articles with titles containing "Open source"}}
* [[Proprietary software]]
* [[Proprietary software]]
* [[Shared source]]
* [[Shared Source Initiative]]
* [[Timeline of free and open-source software]]
* [[Timeline of free and open-source software]]
* [[Software composition analysis]]
* [[Digital public goods]]
}}
}}


==References==
==References==
{{Reflist|30em}}
{{reflist}}


==Further reading==
==Further reading==
* {{Cite book | 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 }}
* {{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 }}
* {{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}}}}
* [[Gabriella Coleman|Coleman, E. Gabriella]]. ''Coding Freedom: The Ethics and Aesthetics of Hacking'' (Princeton UP, 2012)
* [[Gabriella Coleman|Coleman, E. Gabriella]]. ''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 |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=[[Chris DiBona]] 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 | title=Open Sources: Voices from the Open Source Revolution | editor=[[Chris DiBona]] 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 }}
* {{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 }}
* ''[https://books.google.com/books?id=2JwU71HSkikC&printsec=frontcover&dq=k.s.sampathkumar&source=bl&ots=wFNsEJ7tDL&sig=VJLpX2YBhdIzs6b69qGa-hpWPBo&hl=en&ei=AC-1TcuRFcrtrQe1wI3IDQ&sa=X&oi=book_result&ct=result&resnum=5&ved=0CCkQ6AEwBA#v=onepage&q&f=false Understanding FOSS | editor = Sampathkumar Coimbatore India]''
* ''[https://books.google.com/books?id=2JwU71HSkikC&q=k.s.sampathkumar Understanding FOSS | editor = Sampathkumar Coimbatore India]''
* [http://www.benkler.org/CoasesPenguin.PDF 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 [[Portable Document Format|pdf]] format)
* [http://www.benkler.org/CoasesPenguin.PDF 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 [[Portable Document Format|pdf]] format)
* {{cite book |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 |format=PDF}}
* {{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
* 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 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 }}
* {{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.
* 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.
* [http://www.oreilly.com/catalog/opensources/book/toc.html Open Sources: Voices from the Open Source Revolution] — an online book containing essays from prominent members of the open-source community
* [http://www.oreilly.com/catalog/opensources/book/toc.html Open Sources: Voices from the Open Source Revolution] — an online book containing essays from prominent members of the open-source community
* ''[http://www.oreillynet.com/pub/a/oreilly/opensource/news/scoville_0399.html Whence The Source: Untangling the Open Source/Free Software Debate]'', essay on the differences between free software and open source, by [[Thomas Scoville]]
* [https://web.archive.org/web/20060912222653/http://opensource.mit.edu/papers/berry1.pdf 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).]
* [https://web.archive.org/web/20060912222653/http://opensource.mit.edu/papers/berry1.pdf 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).]
* {{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}}
* {{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}}
* ''[https://wiki.evolveum.com/display/midPoint/Sustainable+Open+Source Sustainable Open Source]'', a Confluence article providing guidelines for fair participation in the open source ecosystem, by Radovan Semancik
* ''[https://wiki.evolveum.com/display/midPoint/Sustainable+Open+Source Sustainable Open Source]'', 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==
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{{wikibooks|Use the Source}}
{{wikibooks|Use the Source}}
{{Scholia|topic}}
{{Scholia|topic}}
* The [[Open Source Initiative]]'s [http://opensource.org/docs/definition.php definition of open source]
* The [[Open Source Initiative]]'s [https://opensource.org/docs/definition.php definition of open source]
* [https://web.archive.org/web/20050828004359/http://opensource.mit.edu/online_papers.php Free / Open Source Research Community] — Many online research papers about Open Source
* [https://web.archive.org/web/20050828004359/http://opensource.mit.edu/online_papers.php Free / Open Source Research Community] — Many online research papers about Open Source
* {{dmoz|Computers/Open_Source/Software}}


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{{Authority control}}


[[Category:Free software]]
[[Category:Free and open-source software]]
[[Category:Software licenses]]
[[Category:Software licensing]]
[[Category:Transparency (behavior)]]
there is also potato potato wiki is a open source

Latest revision as of 19:53, 24 December 2024

A screenshot of Manjaro running the Cinnamon desktop environment, Firefox accessing Wikipedia which uses MediaWiki, LibreOffice Writer, Vim, GNOME Calculator, VLC and Nemo file manager, all of which are open-source software

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.[1][2] 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.[3]

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.[4]

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

[edit]
The logo of the Open Source Initiative

The Open Source Initiative's (OSI) definition is recognized by several governments internationally[5] 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.[6][7][8] Perens did not base his writing on the "four freedoms" from the Free Software Foundation (FSF), which were only widely available later.[9]

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.[10]

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."[11]

Despite initially accepting it,[12] 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.[13] 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.[14] 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.[13]

Open-source software development

[edit]

Development model

[edit]

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.[15] Raymond likens the development of software by traditional methodologies to building a cathedral, with careful isolated work by individuals or small groups.[15] He suggests that all software should be developed using the bazaar style, with differing agendas and approaches.[15]

In the traditional model of development, which he called the cathedral model, development takes place in a centralized way.[15] Roles are clearly defined.[15] Roles include people dedicated to designing (the architects), people responsible for managing the project, and people responsible for implementation.[15] Traditional software engineering follows the cathedral model.[15]

The bazaar model, however, is different.[15] In this model, roles are not clearly defined.[15] Some proposed characteristics of software developed using the bazaar model should exhibit the following patterns:[16]

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.[16] 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.[16] Linus's law states that given enough eyeballs all bugs are shallow.[16] This means that if many users view the source code, they will eventually find all bugs and suggest how to fix them.[16] Some users have advanced programming skills, and furthermore, each user's machine provides an additional testing environment.[16] This new testing environment offers the ability to find and fix a new bug.[16]

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.[16]

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.[16][17] Some open-source projects have nightly builds where integration is done automatically.[16]

Several versions: There should be at least two versions of the software.[16] There should be a buggier version with more features and a more stable version with fewer features.[16] 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.[16] The users can then act as co-developers, reporting bugs and providing bug fixes.[16][18]

High modularization: The general structure of the software should be modular allowing for parallel development on independent components.[16]

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.[16] Compare with extreme programming.[16]

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.[18] This is established by communicating with the OSS community through avenues such as bug reporting and tracking or mailing lists and project pages.[18] 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.[18] The developer then begins to develop and commit the code.[18] The code is then tested and reviewed by peers.[18] Developers can edit and evolve their code through feedback from continuous integration.[18] Once the leadership and community are satisfied with the whole project, it can be partially released and user instruction can be documented.[18] If the project is ready to be released, it is frozen, with only serious bug fixes or security repairs occurring.[18] Finally, the project is fully released and only changed through minor bug fixes.[18]

Advantages

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Open source implementation of a standard can increase adoption of that standard.[19] This creates developer loyalty as developers feel empowered and have a sense of ownership of the end product.[20]

Moreover, lower costs of marketing and logistical services are needed for OSS.[21] OSS can be a tool to promote a company's image, including its commercial products.[22] The OSS development approach has helped produce reliable, high quality software quickly and inexpensively.[21]

Open source development offers the potential to quicken innovation and create of social value.[23] 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.[23] 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.[23]

OSS can be highly reliable when it has thousands of independent programmers testing and fixing bugs of the software.[16] Open source is not dependent on the company or author that originally created it.[24] Even if the company fails, the code continues to exist and be developed by its users.[24]

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.[16] The mix of divergent perspectives, corporate objectives, and personal goals speeds up innovation.[25]

Moreover, free software can be developed in accordance with purely technical requirements.[26] It does not require thinking about commercial pressure that often degrades the quality of the software.[26] 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.[26]

Development tools

[edit]

In open-source software development, tools are used to support the development of the product and the development process itself.[18]

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.[27] CVCS are centralized with a central repository while DVCS are decentralized and have a local repository for every user.[27] concurrent versions system (CVS) and later Subversion (SVN) and Git are examples of CVCS.[27] The repositories are hosted and published on source-code-hosting facilities such as GitHub.[27]

Open-source projects use utilities such as issue trackers to organize open-source software development. Commonly used bug trackers include Bugzilla and Redmine.[18]

Tools such as mailing lists and IRC provide means of coordination and discussion of bugs among developers.[18] Project web pages, wiki pages, roadmap lists and newsgroups allow for the distribution of project information that focuses on end users.[18]

Opportunities for participation

[edit]

Contributing

[edit]

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.[28] Next are the core contributors with a great deal of experience and authority in the project who may guide the other contributors.[28] Non-core contributors have less experience and authority, but regularly contribute and are vital to the project's development.[28] New contributors are the least experienced but with mentorship and guidance can become regular contributors.[28]

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.[28] However, there are several ways of contributing to OSS projects even without coding skills.[28] 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.[28]

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.[29] Organizations like the Sovereign Tech Fund is able to contribute to millions to supporting the tools the German Government uses.[30] The National Science Foundation established a Pathways to Enable Open-Source Ecosystems (POSE) program to support open source innovation.[31]

Industry participation

[edit]

The adoption of open-source software by industry is increasing over time.[32] OSS is popular in several industries such as telecommunications, aerospace, healthcare, and media & entertainment due to the benefits it provides.[33] 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.[32]

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.[32] Additionally, lower cost for hardware and ownership are also important benefits.[32]

Prominent organizations

[edit]

Organizations that contribute to the development and expansions of free and open-source software movements exist all over the world.[28] These organizations are dedicated to goals such as teaching and spreading technology.[28] 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.[28] Within Europe some notable organizations are Free Software Foundation Europe, open-source projects EU (OSP) and OpenForum Europe (OFE).[28] One Australian organization is Linux Australia while Asia has Open source Asia and FOSSAsia.[28] 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.[28] Outside of these, many more organizations dedicated to the advancement of open-source software exist.[28]

[edit]

Licensing

[edit]

FOSS products are generally licensed under two types of licenses: permissive licensing and copyleft licensing.[34] 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.[34] Permissive licenses allow recipients of the software to implement the author's copyright rights without having to use the same license for distribution.[34] Examples of this type of license include the BSD, MIT, and Apache licenses.[34] 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.[34] 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.[34] Examples of this type of license include the GNU family of licenses, and the MPL and EPL licenses.[34] 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.[34]

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.[34] The ruling of this case cemented enforcement under copyright law when the conditions of the license were not followed.[34] Because of the similarity of the Artistic license to other open-source software licenses, the ruling created a precedent that applied widely.[34]

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.[34]

[edit]

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.[34] While there have been developments on these issues, they often lead to even more questions.[34] The existence of these uncertainties in regulation has a negative impact on industries involved in technologies as a whole.[34]

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.[34] Ultimately, copyright law became the standard with computer programs being considered a form of literary work, with some tweaks of unique regulation.[34]

Software is generally considered source code and object code, with both being protectable, though there is legal variety in this definition.[34] Some jurisdictions attempt to expand or reduce this conceptualization for their own purposes.[34] 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.[34] By limiting protections of the different aspects of software, the law favors an open-source approach to software use.[34] The US especially has an open approach to software, with most open-source licenses originating there.[34] 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.[34]

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.[34] Open source software proponents disliked these technologies as they constrained end-users potentially beyond copyright law.[34] Europe responded to such complaints by putting TPM under legal controls, representing a victory for OSS supporters.[34]

Economic/business implications

[edit]

In open-source communities, instead of owning the software produced, the producer owns the development of the evolving software.[35] In this way, the future of the software is open, making ownership or intellectual property difficult within OSS.[35] Licensing and branding can prevent others from stealing it, preserving its status as a public good.[35] 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.[35] 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.[35]

The economic model of open-source software can be explained as developers contribute work to projects, creating public benefits.[35] Developers choose projects based on the perceived benefits or costs, such as improved reputation or value of the project.[35] 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.[35]

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.[35] For example, a developer becomes well regarded by their peers for a successful contribution to an OSS project.[35] The social benefits and interactions of OSS are difficult to account for in economic models as well.[35] Furthermore, the innovation of technology creates constantly changing value discussions and outlooks, making economic model unable to predict social behavior.[35]

Although OSS is theoretically challenging in economic models, it is explainable as a sustainable social activity that requires resources.[35] These resources include time, money, technology and contributions.[35] Many developers have used technology funded by organizations such as universities and governments, though these same organizations benefit from the work done by OSS.[35] As OSS grows, hybrid systems containing OSS and proprietary systems are becoming more common.[35]

Throughout the mid 2000s, more and more tech companies have begun to use OSS.[24] For example, Dell's move of selling computers with GNU/Linux already installed.[24] Microsoft itself has launched a Linux-based operating system despite previous animosity with the OSS movement.[24] 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.[24]

Government uses

[edit]

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.[36] While accidental vulnerabilities are possible, so are attacks by outside agents.[36] Because of these fears, governmental interest in contributing to the governance of software has become more prominent.[36] 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.[36] 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.[36] 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.[36]

Another issue for governments in regard to open source is their investments in technologies such as operating systems, semiconductors, cloud, and artificial intelligence.[36] These technologies all have implications for global cooperation, again opening up security issues and political consequences.[36] Many countries have to balance technological innovation with technological dependence in these partnerships.[36] 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.[36]

Germany recently established a Sovereign Tech Fund, to help support the governance and maintenance of the software that they use.

Open software movement

[edit]

History

[edit]

In 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.[37] For example, Unix included the operating system source code for users.[37] Eventually, the commercialization of software in the years 1970–1980 began to prevent this practice.[37] However, academics still often developed software collaboratively.[37]

In response, the open-source movement was born out of the work of skilled programmer enthusiasts, widely referred to as hackers or hacker culture.[38] One of these enthusiasts, Richard Stallman, was a driving force behind the free software movement, which would later allow for the open-source movement.[17] 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.[17] GNU was UNIX compatible, meaning that the programmer enthusiasts would still be familiar with how it worked.[17] 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.[17] He later expanded this concept of freedom to the four essential freedoms.[17] Through GNU, open-source norms of incorporating others' source code, community bug fixes and suggestions of code for new features appeared.[17] In 1985, Stallman founded the Free Software Foundation (FSF) to promote changes in software and to help write GNU.[17] 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.[17] To do this, he created the GNU General Public License (GNU GPL) in 1989, which was updated in 1991.[17] In 1991, GNU was combined with the Linux kernel written by Linus Torvalds, as a kernel was missing in GNU.[39] The operating system is now usually referred to as Linux.[17] 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.[40]

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.[40] 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.[40] The term open source was suggested by Christine Peterson in 1998 at a meeting of supporters of free software.[17] 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.[17] The Open Source Initiative's (OSI) definition is now recognized by several governments internationally as the standard or de facto definition.[39] The definition was based on the Debian Free Software Guidelines, written and adapted primarily by Bruce Perens.[41] 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.[17] 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.[17]

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.[42] 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.[42] 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.[42]

Future

[edit]

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.[24] 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.[24] 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.[24]

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.[24] The popularity of OSS has risen to the point that Microsoft, a once detractor of OSS, has included its use in their systems.[24] 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.[24] 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.[24]

Comparisons with other software licensing/development models

[edit]

Closed source / proprietary software

[edit]

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.[43] All of this works to prevent a monopoly on any OSS product, which is a goal of proprietary software.[43] 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.[43] 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.[43]

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.[38] Additionally, proprietary software does not provide its source code and cannot be altered by users.[17] 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.[17]

Free software

[edit]

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.[44] 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.[44]

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.[13] Although he agrees that the two terms describe almost the same category of software, Stallman considers equating the terms incorrect and misleading.[13] 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).[45] Nevertheless, there is significant overlap between open source software and free software.[13] 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.[45] 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.[13]

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.[13] 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.[45]

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.[28]

Source-available software

[edit]

Software can be distributed with source code, which is a code that is readable.[46] Software is source available when this source code is available to be seen.[46] However to be source available or FOSS, the source code does not need to be accessible to all, just the users of that software.[46] 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.[46] 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.[46]

Open-sourcing

[edit]

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.[47][48] Examples of companies who have done this are Google, Microsoft and Apple.[47] Additionally, open sourcing can refer to programming open source software or installing open source software.[48] Open sourcing can be beneficial in multiple ways, such as attracting more external contributors who bring new perspectives and problem solving capabilities.[47] 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.[47] 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.[47]

Other

[edit]

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.[17] However, these differ from open source software in access to source code, licensing, copyright and fees.[17]

Society and culture

[edit]

Demographics

[edit]

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.[49] 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.[49] Code acceptance can be impacted by status within these social network clusters, creating unfair predispositions in code acceptance based on location.[50] Barriers to international collaboration also include linguistic or cultural differences.[51] 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.[51]

In 2021, the countries with the highest open source software contributions included the United States, China, Germany, India, and the UK, in that order.[49] 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.[49][51] 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.[51] 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.[51]

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.[52] 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.[53] 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.[38] 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.[54]

Motivations

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There are many motivations for contributing to the OSS community.[28] 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.[28] 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.[28] 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.[28] Contributing to OSS without payment means there is no threat of being fired, though reputations can take a hit.[28] On the other hand, a huge motivation to contribute to OSS is the reputation gained as one grows one's public portfolio.[28]

Disparities

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Even though programming was originally seen as a female profession, there remains a large gap in computing.[55] 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.[38] 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.[52] 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.[52] Explicit biases include longer feedback time, more scrutinization of code and lower acceptance rate of code.[52] 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[38] 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.[38]

Adoption and application

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Key projects

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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.[56]

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.[24] 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.[24] It started as a research project before being commercialized in the mid 1980s.[24] 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.[24]

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.[24] As BSD was focused on increasing functionality, it would publicly share its greatest innovations with the main Unix operating system.[24] This is an example of the free public code sharing that is a central characteristic of FOSS today.[24] 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.[24] The final version of BSD was released in 1995.[24]

GNU: GNU is a free operating system created by Richard Stallman in 1984 with its name meaning Gnu's Not Unix.[24] 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.[24] However, the goal of GNU was not to only replace Unix, but to make a superior version that had more technological capabilities.[24] It was released before the philosophical beliefs of the Free and Open source software revolution were truly defined.[24] 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.[24]

Linux: Linux is an operating system kernel that was introduced in 1991 by Linus Torvalds.[24] Linux was inspired by making a better version of the for profit operating service Minux.[24] It was radically different than what other hackers were producing at the time due to it being totally free of cost and being decentralized.[24] Later, Linux was put under the GPL license, allowing people to make money with Linux and bringing Linux into the FOSS community.[24]

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.[24] The name Apache was used because of the several patches they applied to this code base.[24] Within a year of its release, it became the worldwide leading web server.[24] Soon, Apache came out with its own license, creating discord in the greater FOSS community, though ultimately proving successful.[24] The Apache license allowed permitted members to directly access source code, a marked difference from GNU and Linux's approaches.[24]

Extensions for non-software use

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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.[13][57] However, it is often misapplied to other areas that have different and competing principles, which overlap only partially.[38]

The same principles that underlie open-source software can be found in many other ventures, such as open source, open content, and open collaboration.[58][3]

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.[15]

Value

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More than 90 percent of companies use open-source software as a component of their proprietary software.[59] 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.[60][61] 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.[62]

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.[63] Software as a service (SaaS) products based on open-source components are increasingly common.[64]

Open-source software is preferred for scientific applications, because it increases transparency and aids in the validation and acceptance of scientific results.[65]

See also

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References

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Further reading

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