Open source software
           in Further Education
                 in the UK
                     Ross Gardler
        ...
2




          Table of contents
    OSS Watch
●



    Open source software
●



    Why should you care?
●



    State...
3




OSS Watch
4




                  We are...
    National innovation centre supporting open
●

    source in Further Education (FE) a...
5




                    What we do
    Advice on all things open
●


         Procurement, engagement, development, lega...
6




           What we don't do
    Advocacy
●



    Lawyer-like legal advice
●



    Teach programming
●



    Devel...
7




Open source software
8




       It starts with a licence
    Software released under an OSI approved
●

    licence




    In practice, appr...
9




      Open source definition
    Free redistribution
●



    Source code
●



    Derived works
●



    Integrity ...
10




    But it's much more than a
              licence
    “The real value of open source software is
●

    that it a...
11




A project community
12




              Some myths (1)
    Myth
●


        Anarchic projects managed by volunteers
    –

    Facts
●


    ...
13




               Some myths (2)
    Myth
●


        Free (as in free beer)
    –

    Facts
●


        Costs: staff...
14




              Some myths (3)
    Myth
●


        You can't generate income from OSS
    –

    Facts
●


        W...
15




              Some myths (4)
    Myth
●


        You have to engage with the project if you use
    –
        open...
16




         OSS always right? (1)
    No
●


        Consider open source alongside closed source
    –
        and ma...
17




         OSS always right? (2)
    Sometimes open source is just a marketing
●

    tool
        Crippled open sour...
18




Why should you care?
19




            Official guidelines
    UK Government will consider OSS solutions alongside
●

    proprietary ones in ...
20




              Market reality
    “Open source is the most significant all-
●

    encompassing and long-term trend ...
21




                  Your needs?
    Flexibility
●



    Interoperability
●


         Do you consider this to be “si...
22




State of OSS in UK FE
23




         National survey 2008
    ICT Directors from
●


        454 FE/FE+HE institutions
    –

        161 HE in...
24




     Limited resources in FE
    Typical FE ICT departments employ between
●

    7 and 10 staff
    7 times larger...
25




            Policy vs. practice
    Policy
●


        In 2006, 30% institutions mentioned open source
    –

     ...
26




    Servers increasingly open
    All or almost all closed source
●


        Reducing from 56% (2006) to 40% (2008...
27




    Criteria for procurement in
                  FE
    Top criteria
●


        Performance, interoperability wit...
28




Reasons to reject OSS given
          by FE
    Top reasons on servers
●


        Lack of staff expertise and supp...
29




Conclusions and references
30




                 Conclusions
    OSS Watch is here to help you info@oss-watch.ac.uk
●



    Open source starts wit...
31




                  References (1)
    [1] InfoWorld. Open Source Management: Trends, Requirements and
●

    Future ...
32




                   References (2)
    [4] JISC. Policy on open source software for JISC projects and services.
●

 ...
1




                    Open source software
                    in Further Education
                          in the U...
2




                    Table of contents
              OSS Watch
          ●



              Open source software
    ...
3




              OSS Watch




29 Oct 2008     OSS in UK FE
4




                            We are...
              National innovation centre supporting open
          ●

        ...
5




                              What we do
              Advice on all things open
          ●


                   Pr...
6




                     What we don't do
              Advocacy
          ●



              Lawyer-like legal advice
 ...
7




              Open source software




29 Oct 2008           OSS in UK FE
8




                 It starts with a licence
              Software released under an OSI approved
          ●

       ...
9




                Open source definition
              Free redistribution
          ●



              Source code
  ...
10




              But it's much more than a
                        licence
              “The real value of open sourc...
11




              A project community




29 Oct 2008          OSS in UK FE
12




                        Some myths (1)
              Myth
          ●


                  Anarchic projects managed...
13




                         Some myths (2)
              Myth
          ●


                  Free (as in free beer)
 ...
14




                        Some myths (3)
              Myth
          ●


                  You can't generate income...
15




                        Some myths (4)
              Myth
          ●


                  You have to engage with t...
16




                   OSS always right? (1)
              No
          ●


                  Consider open source alon...
17




                   OSS always right? (2)
              Sometimes open source is just a marketing
          ●

     ...
18




              Why should you care?




29 Oct 2008           OSS in UK FE
19




                      Official guidelines
              UK Government will consider OSS solutions alongside
       ...
20




                        Market reality
              “Open source is the most significant all-
          ●

       ...
21




                            Your needs?
              Flexibility
          ●



              Interoperability
   ...
22




              State of OSS in UK FE




29 Oct 2008           OSS in UK FE
23




                   National survey 2008
              ICT Directors from
          ●


                  454 FE/FE+...
24




               Limited resources in FE
              Typical FE ICT departments employ between
          ●

       ...
25




                      Policy vs. practice
              Policy
          ●


                  In 2006, 30% institu...
26




              Servers increasingly open
              All or almost all closed source
          ●


               ...
27




              Criteria for procurement in
                           FE
              Top criteria
          ●


  ...
28




          Reasons to reject OSS given
                    by FE
              Top reasons on servers
          ●


...
29




         Conclusions and references




29 Oct 2008         OSS in UK FE
30




                           Conclusions
              OSS Watch is here to help you info@oss-watch.ac.uk
          ●...
31




                            References (1)
              [1] InfoWorld. Open Source Management: Trends, Requirement...
32




                             References (2)
              [4] JISC. Policy on open source software for JISC project...
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Open Source in Further Education

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The 2008 national survey by OSS Watch showed that open source is becoming more popular in both the Higher and Further Education sectors in the UK. In this presentation Ross Gardler presents some highlights from the survey and illustrates some of the main trends and concerns within the Further Education sector.

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Open Source in Further Education

  1. 1. Open source software in Further Education in the UK Ross Gardler info@oss-watch.ac.uk http://www.oss-watch.ac.uk Copyright © 2009 University of Oxford. Licensed under the Creative Commons Attribution-ShareAlike 2.0
  2. 2. 2 Table of contents OSS Watch ● Open source software ● Why should you care? ● State of OSS in UK FE ● Conclusions and references ●
  3. 3. 3 OSS Watch
  4. 4. 4 We are... National innovation centre supporting open ● source in Further Education (FE) and Higher Education (HE) Free of charge for FE and HE ● JISC-funded since 2003 (4th period of funding) ● Who: Ross Gardler, 5 staff, 4 contractors ● Where: Oxford University Computing Services ●
  5. 5. 5 What we do Advice on all things open ● Procurement, engagement, development, legal – Services ● Consultancy, events, presentations, community – Publications ● Briefing notes, surveys, case studies, slides – http://www.oss-watch.ac.uk/resources/
  6. 6. 6 What we don't do Advocacy ● Lawyer-like legal advice ● Teach programming ● Develop software for others ● Recommend specific software ●
  7. 7. 7 Open source software
  8. 8. 8 It starts with a licence Software released under an OSI approved ● licence In practice, approx. same as free software ● (FSF)
  9. 9. 9 Open source definition Free redistribution ● Source code ● Derived works ● Integrity of the author's work ● No discrimination against persons or groups ● etc. http://www.opensource.org/docs/definition.php ●
  10. 10. 10 But it's much more than a licence “The real value of open source software is ● that it allows communities to work together and solve problems” [7] I. Wladawsky-Berger, IBM Sustainable communities ● Open formats and standards ● Open development ●
  11. 11. 11 A project community
  12. 12. 12 Some myths (1) Myth ● Anarchic projects managed by volunteers – Facts ● Linux Foundation board: Novell, Oracle, Fujitsu, – Intel, IBM, Hitachi, HP, AMD, NEC, Texas Instruments, Motorola Sun: 34+ projects. Mozilla: AOL, Google – UK Open source consortium: 56 members –
  13. 13. 13 Some myths (2) Myth ● Free (as in free beer) – Facts ● Costs: staff, support, training... – 50% companies deploying more than 25 open – source products, > 20% savings in IT budget [1] InfoWorld 1% companies costs went up [1] –
  14. 14. 14 Some myths (3) Myth ● You can't generate income from OSS – Facts ● Worldwide revenue $1.8bn in 2006 rising to – $5.8bn in 2011 [5] IDC report
  15. 15. 15 Some myths (4) Myth ● You have to engage with the project if you use – open source Facts ● You can outsource all support and development – services if you want to
  16. 16. 16 OSS always right? (1) No ● Consider open source alongside closed source – and make an informed decision Some key pitfalls with open source ● You need the right person or company to – administer and support it Open source projects sometimes lack support – mechanisms and/or resources (docs, communities, etc.)
  17. 17. 17 OSS always right? (2) Sometimes open source is just a marketing ● tool Crippled open source version, all features in – closed source version Closed development methodology –
  18. 18. 18 Why should you care?
  19. 19. 19 Official guidelines UK Government will consider OSS solutions alongside ● proprietary ones in IT procurements. Contracts will be awarded on a value for money basis [2] The [EC] will consider OSS solutions the same way as ● proprietary ones in IT procurements. Contracts will be awarded on a value for money basis [3] JISC-funded projects must not discriminate between ● open source and closed source software, unless the purpose of the projects or services specifically requires it [4]
  20. 20. 20 Market reality “Open source is the most significant all- ● encompassing and long-term trend that the software industry has seen since the early 1980s” [5] IDC report quot;By 2012, more than 90 percent of enterprises ● will use open source in direct or embedded formsquot; [6] Gartner report
  21. 21. 21 Your needs? Flexibility ● Interoperability ● Do you consider this to be “single-vendor”? – Avoidance of lock-in ● Viable alternatives ● More potential for students to learn software ●
  22. 22. 22 State of OSS in UK FE
  23. 23. 23 National survey 2008 ICT Directors from ● 454 FE/FE+HE institutions – 161 HE institutions – 19% response rate ●
  24. 24. 24 Limited resources in FE Typical FE ICT departments employ between ● 7 and 10 staff 7 times larger in HE ● FE staff lower technical qualifications on ● average Traditionally, FE less open source friendly ● than HE, but now you are catching up
  25. 25. 25 Policy vs. practice Policy ● In 2006, 30% institutions mentioned open source – In 2008, 57% – Staff contributions regulated in only 14% – Practice ● In 2006, 77% considered open source – In 2008, 87% (but only 15% equally to closed – source!)
  26. 26. 26 Servers increasingly open All or almost all closed source ● Reducing from 56% (2006) to 40% (2008) – Mostly closed source ● Increasing from 20% (2006) to 44% (2008) – Half open and half closed source ● Increasing from 3% (2008) to 11% (future) – Similar trend on desktops ●
  27. 27. 27 Criteria for procurement in FE Top criteria ● Performance, interoperability with other products, – familiarity and TCO (servers) Performance and avoid lock-ins, TCO (desktops) – Bottom criteria ● Ideological reasons and migration costs (servers) – Migration costs and legal issues (desktops) –
  28. 28. 28 Reasons to reject OSS given by FE Top reasons on servers ● Lack of staff expertise and support – Poor quality – Top reasons on desktops ● Not what users want – Lack of staff expertise – No solution for our need – Lack of support –
  29. 29. 29 Conclusions and references
  30. 30. 30 Conclusions OSS Watch is here to help you info@oss-watch.ac.uk ● Open source starts with a licence, but works thanks to ● the community and development practices Volunteers, small and big businesses... but are they ● reaching FE? Trend is clearly towards more open source ●
  31. 31. 31 References (1) [1] InfoWorld. Open Source Management: Trends, Requirements and ● Future Needs for the Open Source Enterprise. White paper. Downloaded 28 Oct 2008. http://www.infoworld.com/pdf/whitepaper/InfoWorld_Open_Source_Man agement.pdf [2] e-Government Unit, Cabinet Office. Open source software, Use ● within UK Government. Version 2. 28 Oct 2004. http://www.govtalk.gov.uk/documents/oss_policy_version2.pdf [3] S. Kallas. Answer given by Mr Kallas on behalf of the Commission. ● Parliamentary Questions. 17 Sep 2008. http://www.europarl.europa.eu/sides/getAllAnswers.do?reference=E- 2008-3622&language=EN
  32. 32. 32 References (2) [4] JISC. Policy on open source software for JISC projects and services. ● Last revision 24 Jan 2005. http://www.jisc.ac.uk/about_opensourcepolicy.html [5] A.C. Picardi et al. Open Source in Global Software: Market Impact, ● Disruption, and Business Models. IDC report. Jul 2006. http://www.idc.com/research/viewtoc.jsp?containerId=202511 [6] Y.V. Natis et al. The State of Open Source, 2008. Gartner Report. ● Apr 2008. http://www.gartner.com/DisplayDocument?id=638643 [7] I. Wladawsky-Berger, Head of IBM's e-Business on demand ● initiative. Keynote address at OSBC 2005. http://itc.conversationsnetwork.org/shows/detail495.html
  33. 33. 1 Open source software in Further Education in the UK Ross Gardler info@oss-watch.ac.uk http://www.oss-watch.ac.uk Copyright © 2009 University of Oxford. Licensed under the Creative Commons Attribution-ShareAlike 2.0 29 Oct 2008 OSS in UK FE
  34. 34. 2 Table of contents OSS Watch ● Open source software ● Why should you care? ● State of OSS in UK FE ● Conclusions and references ● 29 Oct 2008 OSS in UK FE
  35. 35. 3 OSS Watch 29 Oct 2008 OSS in UK FE
  36. 36. 4 We are... National innovation centre supporting open ● source in Further Education (FE) and Higher Education (HE) Free of charge for FE and HE ● JISC-funded since 2003 (4th period of funding) ● Who: Ross Gardler, 5 staff, 4 contractors ● Where: Oxford University Computing Services ● 29 Oct 2008 OSS in UK FE
  37. 37. 5 What we do Advice on all things open ● Procurement, engagement, development, legal – Services ● Consultancy, events, presentations, community – Publications ● Briefing notes, surveys, case studies, slides – http://www.oss-watch.ac.uk/resources/ 29 Oct 2008 OSS in UK FE
  38. 38. 6 What we don't do Advocacy ● Lawyer-like legal advice ● Teach programming ● Develop software for others ● Recommend specific software ● 29 Oct 2008 OSS in UK FE
  39. 39. 7 Open source software 29 Oct 2008 OSS in UK FE
  40. 40. 8 It starts with a licence Software released under an OSI approved ● licence In practice, approx. same as free software ● (FSF) 29 Oct 2008 OSS in UK FE
  41. 41. 9 Open source definition Free redistribution ● Source code ● Derived works ● Integrity of the author's work ● No discrimination against persons or groups ● etc. http://www.opensource.org/docs/definition.php ● 29 Oct 2008 OSS in UK FE
  42. 42. 10 But it's much more than a licence “The real value of open source software is ● that it allows communities to work together and solve problems” [7] I. Wladawsky-Berger, IBM Sustainable communities ● Open formats and standards ● Open development ● 29 Oct 2008 OSS in UK FE
  43. 43. 11 A project community 29 Oct 2008 OSS in UK FE
  44. 44. 12 Some myths (1) Myth ● Anarchic projects managed by volunteers – Facts ● Linux Foundation board: Novell, Oracle, Fujitsu, – Intel, IBM, Hitachi, HP, AMD, NEC, Texas Instruments, Motorola Sun: 34+ projects. Mozilla: AOL, Google – UK Open source consortium: 56 members – 29 Oct 2008 OSS in UK FE
  45. 45. 13 Some myths (2) Myth ● Free (as in free beer) – Facts ● Costs: staff, support, training... – 50% companies deploying more than 25 open – source products, > 20% savings in IT budget [1] InfoWorld 1% companies costs went up [1] – 29 Oct 2008 OSS in UK FE
  46. 46. 14 Some myths (3) Myth ● You can't generate income from OSS – Facts ● Worldwide revenue $1.8bn in 2006 rising to – $5.8bn in 2011 [5] IDC report 29 Oct 2008 OSS in UK FE
  47. 47. 15 Some myths (4) Myth ● You have to engage with the project if you use – open source Facts ● You can outsource all support and development – services if you want to 29 Oct 2008 OSS in UK FE
  48. 48. 16 OSS always right? (1) No ● Consider open source alongside closed source – and make an informed decision Some key pitfalls with open source ● You need the right person or company to – administer and support it Open source projects sometimes lack support – mechanisms and/or resources (docs, communities, etc.) 29 Oct 2008 OSS in UK FE
  49. 49. 17 OSS always right? (2) Sometimes open source is just a marketing ● tool Crippled open source version, all features in – closed source version Closed development methodology – 29 Oct 2008 OSS in UK FE
  50. 50. 18 Why should you care? 29 Oct 2008 OSS in UK FE
  51. 51. 19 Official guidelines UK Government will consider OSS solutions alongside ● proprietary ones in IT procurements. Contracts will be awarded on a value for money basis [2] The [EC] will consider OSS solutions the same way as ● proprietary ones in IT procurements. Contracts will be awarded on a value for money basis [3] JISC-funded projects must not discriminate between ● open source and closed source software, unless the purpose of the projects or services specifically requires it [4] 29 Oct 2008 OSS in UK FE
  52. 52. 20 Market reality “Open source is the most significant all- ● encompassing and long-term trend that the software industry has seen since the early 1980s” [5] IDC report quot;By 2012, more than 90 percent of enterprises ● will use open source in direct or embedded formsquot; [6] Gartner report 29 Oct 2008 OSS in UK FE
  53. 53. 21 Your needs? Flexibility ● Interoperability ● Do you consider this to be “single-vendor”? – Avoidance of lock-in ● Viable alternatives ● More potential for students to learn software ● 29 Oct 2008 OSS in UK FE
  54. 54. 22 State of OSS in UK FE 29 Oct 2008 OSS in UK FE
  55. 55. 23 National survey 2008 ICT Directors from ● 454 FE/FE+HE institutions – 161 HE institutions – 19% response rate ● 29 Oct 2008 OSS in UK FE
  56. 56. 24 Limited resources in FE Typical FE ICT departments employ between ● 7 and 10 staff 7 times larger in HE ● FE staff lower technical qualifications on ● average Traditionally, FE less open source friendly ● than HE, but now you are catching up 29 Oct 2008 OSS in UK FE
  57. 57. 25 Policy vs. practice Policy ● In 2006, 30% institutions mentioned open source – In 2008, 57% – Staff contributions regulated in only 14% – Practice ● In 2006, 77% considered open source – In 2008, 87% (but only 15% equally to closed – source!) 29 Oct 2008 OSS in UK FE
  58. 58. 26 Servers increasingly open All or almost all closed source ● Reducing from 56% (2006) to 40% (2008) – Mostly closed source ● Increasing from 20% (2006) to 44% (2008) – Half open and half closed source ● Increasing from 3% (2008) to 11% (future) – Similar trend on desktops ● 29 Oct 2008 OSS in UK FE
  59. 59. 27 Criteria for procurement in FE Top criteria ● Performance, interoperability with other products, – familiarity and TCO (servers) Performance and avoid lock-ins, TCO (desktops) – Bottom criteria ● Ideological reasons and migration costs (servers) – Migration costs and legal issues (desktops) – 29 Oct 2008 OSS in UK FE
  60. 60. 28 Reasons to reject OSS given by FE Top reasons on servers ● Lack of staff expertise and support – Poor quality – Top reasons on desktops ● Not what users want – Lack of staff expertise – No solution for our need – Lack of support – 29 Oct 2008 OSS in UK FE
  61. 61. 29 Conclusions and references 29 Oct 2008 OSS in UK FE
  62. 62. 30 Conclusions OSS Watch is here to help you info@oss-watch.ac.uk ● Open source starts with a licence, but works thanks to ● the community and development practices Volunteers, small and big businesses... but are they ● reaching FE? Trend is clearly towards more open source ● 29 Oct 2008 OSS in UK FE
  63. 63. 31 References (1) [1] InfoWorld. Open Source Management: Trends, Requirements and ● Future Needs for the Open Source Enterprise. White paper. Downloaded 28 Oct 2008. http://www.infoworld.com/pdf/whitepaper/InfoWorld_Open_Source_Man agement.pdf [2] e-Government Unit, Cabinet Office. Open source software, Use ● within UK Government. Version 2. 28 Oct 2004. http://www.govtalk.gov.uk/documents/oss_policy_version2.pdf [3] S. Kallas. Answer given by Mr Kallas on behalf of the Commission. ● Parliamentary Questions. 17 Sep 2008. http://www.europarl.europa.eu/sides/getAllAnswers.do?reference=E- 2008-3622&language=EN 29 Oct 2008 OSS in UK FE
  64. 64. 32 References (2) [4] JISC. Policy on open source software for JISC projects and services. ● Last revision 24 Jan 2005. http://www.jisc.ac.uk/about_opensourcepolicy.html [5] A.C. Picardi et al. Open Source in Global Software: Market Impact, ● Disruption, and Business Models. IDC report. Jul 2006. http://www.idc.com/research/viewtoc.jsp?containerId=202511 [6] Y.V. Natis et al. The State of Open Source, 2008. Gartner Report. ● Apr 2008. http://www.gartner.com/DisplayDocument?id=638643 [7] I. Wladawsky-Berger, Head of IBM's e-Business on demand ● initiative. Keynote address at OSBC 2005. http://itc.conversationsnetwork.org/shows/detail495.html 29 Oct 2008 OSS in UK FE

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