1. March 2006DSpace Federation Governance Advisory Board Meeting Open Source Software (OSS) Overview

2. March 2006DSpace Federation Governance Advisory Board Meeting A Very Brief History 1984: Richard Stallman develops GNU and releases it under a GPL license 1991: Linus Torvalds releases Linux under GPL Today: 100,000 projects in Sourceforge 1.1M registered Sourceforge users (www.sourceforge.net) Projects like Linux and Firefox erode market share from proprietary vendors

3. March 2006DSpace Federation Governance Advisory Board Meeting What Is Open Source? Freely available for others to use, view and modify But It’s More Than Just Free and Open Software A software development model A set of software licenses A catalyst for new businesses and new business models A force that is accelerating software commoditization (Hein, 2004)

4. March 2006DSpace Federation Governance Advisory Board Meeting OSS Development Model Decentralized, community-led Release “early, and often” Community of programmers contribute to maintenance and development Users traditionally were programmers and vice- versa Users work on aspects useful to them and contribute back any broadly useful developments Distributed responsibility for quality assurance

5. March 2006DSpace Federation Governance Advisory Board Meeting OSS Licenses GPL LGPL MIT/BSD Other derivations of these three (Hein, 2004)

6. March 2006DSpace Federation Governance Advisory Board Meeting New Businesses and Business Models Commercial vendors are responding through: Dual-license subscriptions Service and support offerings Implementation and integration services Other value-added services

7. March 2006DSpace Federation Governance Advisory Board Meeting Commoditizing Software Applications Application server, database File, print, web server Operating System Open Source is commoditizing the stack, from the bottom up Ripe for commoditization: Well defined by standards Large audience of developers and users Less innovation/ more adaptation “Good enough” for the task and delivers 10x benefit (Hein, 2004)

8. March 2006DSpace Federation Governance Advisory Board Meeting Benefits of OSS It’s free! (like a free puppy) Transparency encourages higher quality software Greater control and input into the development process Allows user customization

9. March 2006DSpace Federation Governance Advisory Board Meeting Higher Education Software Market Small market with specialized needs Dependency on commercial software vendors Poor adaptations to higher education’s needs Market control by few vendors Inflated prices Poor quality Lack of input to development process Build In-House v. Buy v. Collaborate

10. March 2006DSpace Federation Governance Advisory Board Meeting Higher Education OSS Projects Scholarly Information Systems Digital Repositories Learning Management Systems Scholarly Publishing Content Managers Library Catalog Portfolios Portals Object Libraries Personal Info. Manager Identity and Access Management (Lambert, 2005)

11. March 2006DSpace Federation Governance Advisory Board Meeting Higher Education OSS Projects Scholarly Information Systems DSpace Sakai, Moodle, Pachyderm OKI Zope, LionShare Fedora EPortfolio uPortal, CampusEAI OKIChandler Shib, PubCookie, Signet (Lambert, 2005)

12. March 2006DSpace Federation Governance Advisory Board Meeting Is OSS the Solution for Higher Education ? It is a promising alternative, but concerns exist: Lack of formal support structure Economic stability Reiterative governance infrastructures Total cost of ownership Legal issues Free-riders Applicability to end-user software