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IBM Open Source and Linux


The Intersection of Ideas
 in Open Source and Open Standards
Dr. Bob Sutor
VP, Open Source and Linux
sutor.com/blog
bob_sutor on Twitter




                                        © 2009 IBM Corporation
IBM Open Source and Linux




             How to start a fight in the

                    ICT industry today ...




                                                                      © 2009 IBM Corporation
 Sutor: The Intersection of Ideas in Open Source and Open Standards
IBM Open Source and Linux




                               Define “open.”




                                                                      © 2009 IBM Corporation
 Sutor: The Intersection of Ideas in Open Source and Open Standards
IBM Open Source and Linux


Why?


    Some people want to say that everything they
     have been doing for years is open, even if it only
     a marketing stunt.

    Others take an ideological approach and have
     deep debates on the meanings of the word “free.”

    Yet others might agree regarding things related to
     the web and Internet, but are afraid of opening
     the door to a more general interpretation.



                                                                             © 2009 IBM Corporation
        Sutor: The Intersection of Ideas in Open Source and Open Standards
IBM Open Source and Linux


Elements of “openness”


     Participation / community

     Transparency

     Accountability

     Availability

     Licensing / right to use




                                                                            © 2009 IBM Corporation
       Sutor: The Intersection of Ideas in Open Source and Open Standards
IBM Open Source and Linux


The media muddles things, sometimes


     Sometimes articles refer to standards as being
      open source and vice-versa.

     In the past this has allowed certain groups to
      attack open standards in the process of attacking
      open source, because they didn't really like either.

     This led to customer confusion and a fair amount
      of damage control, which is what some groups
      wanted.



                                                                            © 2009 IBM Corporation
       Sutor: The Intersection of Ideas in Open Source and Open Standards
IBM Open Source and Linux


Why the confusion?


     Many people who have not done software
      development are confused between open source
      and open standards.

     They don't know what code looks like and what
      you do with it.

     We also see
             – Open source novels
             – Open source theology
             – Open source biology

                                                                            © 2009 IBM Corporation
       Sutor: The Intersection of Ideas in Open Source and Open Standards
IBM Open Source and Linux


Open standards


   A standard is like a blueprint: it tells you what
    you must do if you actually get around to building
    something.

   An open standard is the enemy of lock-in.

   Approximation:

   An open standard is one that is developed and maintained in
   a particularly transparent way with community involvement,
   and is “freely” available and implementable.



                                                                           © 2009 IBM Corporation
      Sutor: The Intersection of Ideas in Open Source and Open Standards
IBM Open Source and Linux



Open source


   Open source is code, actual concrete software,
    and it may implement open standards.

   Open source is built and maintained in a
    particularly transparent way with community
    involvement, and is “freely” available.

   Creative Commons licenses, for example,
    should be used for non-source code content.




                                                                           © 2009 IBM Corporation
      Sutor: The Intersection of Ideas in Open Source and Open Standards
IBM Open Source and Linux


Open source helps standards


     Open source is a great way of speeding up the
      adoption of standards.

     Beta releases of open source software
      implementing a standard that is being developed
      can work out the bugs in each.

     Developers can use the open source code to
      quickly add software support for standards.




                                                                            © 2009 IBM Corporation
       Sutor: The Intersection of Ideas in Open Source and Open Standards
IBM Open Source and Linux


Why can't people agree on “open”?


     The main sticking point today is around how
      people can re-use the code or implement the
      standard, the “freeness.”

     There are roughly 60 OSI-approved open source
      licenses.

     There are several million standards licenses
      (maybe not quite so many).




                                                                            © 2009 IBM Corporation
       Sutor: The Intersection of Ideas in Open Source and Open Standards
IBM Open Source and Linux


Recommendations regarding open standards


     Do not try to use the same definition of “open” for
      everything.
             – Hardware is different from software which is different
               from mining and agriculture.

             – Understand that “RAND” is still common in some
               areas, but not in areas like software interoperability
               standards, where RF is common.

     Look more at what standards consortia are doing
      here than international organizations.

                                                                            © 2009 IBM Corporation
       Sutor: The Intersection of Ideas in Open Source and Open Standards
IBM Open Source and Linux


Separate communities


     Standards groups don't usually create open
      source.

     Open source groups don't usually create formal
      open standards.

     Why?
             – Different kinds of people?
             – License issues?
             – Different concerns?
             – General use vs. specific language implementation?

                                                                            © 2009 IBM Corporation
       Sutor: The Intersection of Ideas in Open Source and Open Standards
IBM Open Source and Linux




  How to start another fight in the

                    ICT industry today ...




                                                                      © 2009 IBM Corporation
 Sutor: The Intersection of Ideas in Open Source and Open Standards
IBM Open Source and Linux




                              Define “cloud.”




                                                                      © 2009 IBM Corporation
 Sutor: The Intersection of Ideas in Open Source and Open Standards
IBM Open Source and Linux




                                                                      © 2009 IBM Corporation
 Sutor: The Intersection of Ideas in Open Source and Open Standards
IBM Open Source and Linux


The Open Cloud Manifesto


      Cloud providers must work together to ensure that the
       challenges to cloud adoption (security, integration,
       portability, interoperability, governance/management,
       metering/monitoring) are addressed through open
       collaboration and the appropriate use of standards.

      Cloud providers must not use their market position to lock
       customers into their particular platforms and limit their
       choice of providers.




                                                                             opencloudmanifesto.org
                                                                                                 © 2009 IBM Corporation
17      Sutor: The Intersection of Ideas in Open Source and Open Standards
IBM Open Source and Linux


The Open Cloud Manifesto


      Cloud providers must use and adopt existing standards
       wherever appropriate. The IT industry has invested heavily
       in existing standards and standards organizations; there is
       no need to duplicate or reinvent them.

      When new standards (or adjustments to existing
       standards) are needed, we must be judicious and
       pragmatic to avoid creating too many standards. We must
       ensure that standards promote innovation and do not
       inhibit it.




                                                                             opencloudmanifesto.org
                                                                                                 © 2009 IBM Corporation
18      Sutor: The Intersection of Ideas in Open Source and Open Standards
IBM Open Source and Linux


The Open Cloud Manifesto


      Any community effort around the open cloud should be
       driven by customer needs, not merely the technical needs
       of cloud providers, and should be tested or verified against
       real customer requirements.

      Cloud computing standards organizations, advocacy
       groups, and communities should work together and stay
       coordinated, making sure that efforts do not conflict or
       overlap.




                                                                             opencloudmanifesto.org
                                                                                                 © 2009 IBM Corporation
19      Sutor: The Intersection of Ideas in Open Source and Open Standards
IBM Open Source and Linux


Conclusions


     Every day the world is more and more open.

     Don't let anyone tell you that there is one
      definition of “open standard” that works for
      everything.

     Don't let the “open movement” be slowed by
      opponents playing word games.

     Those opponents can only change the rate of
      change, not stop it.


                                                                            © 2009 IBM Corporation
       Sutor: The Intersection of Ideas in Open Source and Open Standards

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The Intersection of Ideas in Open Source and Open Standards

  • 1. IBM Open Source and Linux The Intersection of Ideas in Open Source and Open Standards Dr. Bob Sutor VP, Open Source and Linux sutor.com/blog bob_sutor on Twitter © 2009 IBM Corporation
  • 2. IBM Open Source and Linux How to start a fight in the ICT industry today ... © 2009 IBM Corporation Sutor: The Intersection of Ideas in Open Source and Open Standards
  • 3. IBM Open Source and Linux Define “open.” © 2009 IBM Corporation Sutor: The Intersection of Ideas in Open Source and Open Standards
  • 4. IBM Open Source and Linux Why?  Some people want to say that everything they have been doing for years is open, even if it only a marketing stunt.  Others take an ideological approach and have deep debates on the meanings of the word “free.”  Yet others might agree regarding things related to the web and Internet, but are afraid of opening the door to a more general interpretation. © 2009 IBM Corporation Sutor: The Intersection of Ideas in Open Source and Open Standards
  • 5. IBM Open Source and Linux Elements of “openness”  Participation / community  Transparency  Accountability  Availability  Licensing / right to use © 2009 IBM Corporation Sutor: The Intersection of Ideas in Open Source and Open Standards
  • 6. IBM Open Source and Linux The media muddles things, sometimes  Sometimes articles refer to standards as being open source and vice-versa.  In the past this has allowed certain groups to attack open standards in the process of attacking open source, because they didn't really like either.  This led to customer confusion and a fair amount of damage control, which is what some groups wanted. © 2009 IBM Corporation Sutor: The Intersection of Ideas in Open Source and Open Standards
  • 7. IBM Open Source and Linux Why the confusion?  Many people who have not done software development are confused between open source and open standards.  They don't know what code looks like and what you do with it.  We also see – Open source novels – Open source theology – Open source biology © 2009 IBM Corporation Sutor: The Intersection of Ideas in Open Source and Open Standards
  • 8. IBM Open Source and Linux Open standards  A standard is like a blueprint: it tells you what you must do if you actually get around to building something.  An open standard is the enemy of lock-in.  Approximation: An open standard is one that is developed and maintained in a particularly transparent way with community involvement, and is “freely” available and implementable. © 2009 IBM Corporation Sutor: The Intersection of Ideas in Open Source and Open Standards
  • 9. IBM Open Source and Linux Open source  Open source is code, actual concrete software, and it may implement open standards.  Open source is built and maintained in a particularly transparent way with community involvement, and is “freely” available.  Creative Commons licenses, for example, should be used for non-source code content. © 2009 IBM Corporation Sutor: The Intersection of Ideas in Open Source and Open Standards
  • 10. IBM Open Source and Linux Open source helps standards  Open source is a great way of speeding up the adoption of standards.  Beta releases of open source software implementing a standard that is being developed can work out the bugs in each.  Developers can use the open source code to quickly add software support for standards. © 2009 IBM Corporation Sutor: The Intersection of Ideas in Open Source and Open Standards
  • 11. IBM Open Source and Linux Why can't people agree on “open”?  The main sticking point today is around how people can re-use the code or implement the standard, the “freeness.”  There are roughly 60 OSI-approved open source licenses.  There are several million standards licenses (maybe not quite so many). © 2009 IBM Corporation Sutor: The Intersection of Ideas in Open Source and Open Standards
  • 12. IBM Open Source and Linux Recommendations regarding open standards  Do not try to use the same definition of “open” for everything. – Hardware is different from software which is different from mining and agriculture. – Understand that “RAND” is still common in some areas, but not in areas like software interoperability standards, where RF is common.  Look more at what standards consortia are doing here than international organizations. © 2009 IBM Corporation Sutor: The Intersection of Ideas in Open Source and Open Standards
  • 13. IBM Open Source and Linux Separate communities  Standards groups don't usually create open source.  Open source groups don't usually create formal open standards.  Why? – Different kinds of people? – License issues? – Different concerns? – General use vs. specific language implementation? © 2009 IBM Corporation Sutor: The Intersection of Ideas in Open Source and Open Standards
  • 14. IBM Open Source and Linux How to start another fight in the ICT industry today ... © 2009 IBM Corporation Sutor: The Intersection of Ideas in Open Source and Open Standards
  • 15. IBM Open Source and Linux Define “cloud.” © 2009 IBM Corporation Sutor: The Intersection of Ideas in Open Source and Open Standards
  • 16. IBM Open Source and Linux © 2009 IBM Corporation Sutor: The Intersection of Ideas in Open Source and Open Standards
  • 17. IBM Open Source and Linux The Open Cloud Manifesto  Cloud providers must work together to ensure that the challenges to cloud adoption (security, integration, portability, interoperability, governance/management, metering/monitoring) are addressed through open collaboration and the appropriate use of standards.  Cloud providers must not use their market position to lock customers into their particular platforms and limit their choice of providers. opencloudmanifesto.org © 2009 IBM Corporation 17 Sutor: The Intersection of Ideas in Open Source and Open Standards
  • 18. IBM Open Source and Linux The Open Cloud Manifesto  Cloud providers must use and adopt existing standards wherever appropriate. The IT industry has invested heavily in existing standards and standards organizations; there is no need to duplicate or reinvent them.  When new standards (or adjustments to existing standards) are needed, we must be judicious and pragmatic to avoid creating too many standards. We must ensure that standards promote innovation and do not inhibit it. opencloudmanifesto.org © 2009 IBM Corporation 18 Sutor: The Intersection of Ideas in Open Source and Open Standards
  • 19. IBM Open Source and Linux The Open Cloud Manifesto  Any community effort around the open cloud should be driven by customer needs, not merely the technical needs of cloud providers, and should be tested or verified against real customer requirements.  Cloud computing standards organizations, advocacy groups, and communities should work together and stay coordinated, making sure that efforts do not conflict or overlap. opencloudmanifesto.org © 2009 IBM Corporation 19 Sutor: The Intersection of Ideas in Open Source and Open Standards
  • 20. IBM Open Source and Linux Conclusions  Every day the world is more and more open.  Don't let anyone tell you that there is one definition of “open standard” that works for everything.  Don't let the “open movement” be slowed by opponents playing word games.  Those opponents can only change the rate of change, not stop it. © 2009 IBM Corporation Sutor: The Intersection of Ideas in Open Source and Open Standards