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Go open2010 sde_20100417
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Go open2010 sde_20100417

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Free / Open Source Software (OSS) in ICT research …

Free / Open Source Software (OSS) in ICT research
GoOpen 2010 – Open Source conference
Oslo, Norway April 19th and 20th

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  • Free / Open Source software (OSS) in European ICT research. Why is Open Source good for research? there are several reasons, and saving on licence costs is not the most important. European Union is funding research on OSS-specific issues, like community development process, collaboration tools, etc. Moreover, most research project which address unrelated areas release their results as open source. This is considered a very important trend, as is allows easy reuse and dissemination of research results at all levels. The presentation addresses the structure of EU research programmes, explaining the opportunities for funding, and the main EU policy activities related to open source and open standards.
  • 4 key points to be discussed
  • Discuss how main advantage of open source software for research is flexibility and speed of implementation OSS source is there for everybody to see, bad code cannot be hidden OSS allows to experiment with different solutions “hands on” and then select the best one. What if you want to do the same with expensive commercial software? OSS allows also to do changes to a product! This is of course very important for research
  • Two different conceptions of open source GNU applies also to text, media, intellectual property and is a philosophy OSI is more technical-oriented and business-oriented
  • Compare the freedom you have with a copy of MS Office
  • Open source can also be “business-friendly” allowing (e.g.) dual licensing One problem is the proliferation of OSS licenses
  • Open source can also be “business-friendly” allowing (e.g.) dual licensing One problem is the proliferation of OSS licenses
  • Where is the “FLOSS” acronym coming from
  • After the introduction, one step back OSS brings many advantages in the research domain: it is easy to experiment! Example: STREAM project has reused BOREALIS OSS stream processing engine which was not maintained anymore - they just downloaded and fixed it
  • Many research projects are perfect examples of bad practices
  • Main features of OSS development and exploitation cycle Note that for IT companies research and development are very close Example: a prototype created in a research project can be upgraded to become a product
  • It is too easy to do a new product Result is that many products are born and die very quickly, it may be a problem is you selected the wrong one Different licensing schemes are also a problem - there may be incompatibilities between the licenses of different OSS products that you want to use together
  • This is “EU research for dummies”
  • This is an example of how the European Commission finances research on Open Source
  • These are some projects currently ongoing in INFSO D 3 unit A software forge is a collaboration platform allowing collaborative software development over the Internet
  • Transcript

    • 1. Sandro D’Elia European Commission Information Society and Media Directorate General Software & Service Architectures and Infrastructures Unit Free / Open Source Software (OSS) in ICT research GoOpen 2010 – Open Source conference Oslo, Norway April 19th and 20th
    • 2. What is this presentation about? Open source and research why OSS is good for ICT research (and for commercial products too) What does it mean? not all OSS are equals - some definitions. What is European Union doing Ongoing research activities and funding opportunities What is EU doing outside research There is something outside research. What is EU doing about it?
    • 3. Why is OSS good for research? <ul><li>OSS is not only about savings on licence costs! </li></ul>Scientist: “My research project should deliver final results in 2 months. What about that software we need?” Manager: “Don’t worry, I already talked to procurement people. They will use the fast procedure.” Scientist: “Great! How long will it take?” Manager: “Only six months.”
    • 4. Free Software vs. Open Source <ul><li>Free Software </li></ul><ul><li>Free Software Foundation </li></ul><ul><li>R. Stallman - 1984 </li></ul>http://www.gnu.org/philosophy/free-sw.html <ul><li>Open Source </li></ul><ul><li>Open Source Initiative </li></ul><ul><li>E. Raymond, B. Perens - 1998 </li></ul>http://opensource.org/docs/osd GNU license can be applied to documentation and other media (e.g. Wikipedia)
    • 5. FREE SOFTWARE DEFINITION <ul><li>The four freedoms: </li></ul><ul><li>The freedom to run the program, for any purpose . </li></ul><ul><li>The freedom to study how the program works , and change it to make it do what you wish. Access to the source code is a precondition for this. </li></ul><ul><li>The freedom to redistribute copies so you can help your neighbor. </li></ul><ul><li>The freedom to improve the program , and release your improvements (and modified versions in general) to the public, so that the whole community benefits. Access to the source code is a precondition for this. </li></ul><ul><li>http://www.gnu.org/philisophy/free-sw.html </li></ul>
    • 6. <ul><li>1. Free Redistribution - The license shall not restrict any party from selling or giving away the software </li></ul><ul><li>2. Source Code - The program must include source code </li></ul><ul><li>3. Derived Works - The license must allow modifications and derived works </li></ul><ul><li>4. Integrity of The Author's Source Code - The license may restrict source-code from being distributed in modified form under specific conditions </li></ul><ul><li>5. No Discrimination Against Persons or Groups </li></ul><ul><li>6. No Discrimination Against Fields of Endeavor </li></ul><ul><li>7. Distribution of License </li></ul><ul><li>8. License Must Not Be Specific to a Product </li></ul><ul><li>9. License Must Not Restrict Other Software </li></ul><ul><li>10. License Must Be Technology-Neutral </li></ul><ul><li>http://opensource.org/docs/osd </li></ul>OPEN SOURCE DEFINITION
    • 7. <ul><li>1. Free Redistribution - The license shall not restrict any party from selling or giving away the software </li></ul><ul><li>2. Source Code - The program must include source code </li></ul><ul><li>3. Derived Works - The license must allow modifications and derived works </li></ul><ul><li>4. Integrity of The Author's Source Code - The license may restrict source-code from being distributed in modified form under specific conditions </li></ul><ul><li>5. No Discrimination Against Persons or Groups </li></ul><ul><li>6. No Discrimination Against Fields of Endeavor </li></ul><ul><li>7. Distribution of License </li></ul><ul><li>8. License Must Not Be Specific to a Product </li></ul><ul><li>9. License Must Not Restrict Other Software </li></ul><ul><li>10. License Must Be Technology-Neutral </li></ul><ul><li>http://opensource.org/docs/osd </li></ul>DEFINITION(s) The freedom to run the program, for any purpose . The freedom to study how the program works , and change it to make it do what you wish. Access to the source code is a precondition for this. The freedom to redistribute copies so you can help your neighbor. The freedom to improve the program , and release your improvements (and modified versions in general) to the public, so that the whole community benefits. Access to the source code is a precondition for this. http://www.gnu.org/philisophy/free-sw.html
    • 8. Free Software vs. Open Source <ul><li>Free Software is Open Source </li></ul><ul><li>Open Source can be not-free </li></ul><ul><li>examples: </li></ul><ul><li>- TiVo digital video recorder uses Open Source software with hardware restrictions (Tivoization) </li></ul><ul><li>- Open Source Digital Rights Management is not Free Software </li></ul>In European Institutions, the traditional word is FLOSS F = Free / Frei L = Libre / Livre / Libero O = Open S = Source S = Software
    • 9. Why is OSS good for research? <ul><li>OSS is a way to </li></ul><ul><ul><li>develop or maintain software </li></ul></ul><ul><ul><li>distribute and reuse software </li></ul></ul><ul><li>in a manner facilitating: </li></ul><ul><li>fast innovation and improvement cycles </li></ul><ul><li>high code quality through transparent and verifiable process </li></ul><ul><li>(Linus' Law: given enough eyeballs, all bugs are shallow) </li></ul>
    • 10. Why is OSS bad for research? <ul><li>OSS is a way to </li></ul><ul><ul><li>dump a few libraries on a Forge </li></ul></ul><ul><ul><li>forget about it </li></ul></ul><ul><ul><li>hope that a “community” will automagically be created and solve all your technical problems </li></ul></ul><ul><li>so that: </li></ul><ul><li>your research project looks cool </li></ul><ul><li>you have an excuse to avoid working on dissemination of your scientific results ( “but we released everything as open source!” ) </li></ul>
    • 11. Why is OSS good for products? <ul><li>Upgrade </li></ul><ul><li>(take an existing software and add features to it) </li></ul><ul><li>Modify / Fork </li></ul><ul><li>(take an existing software and customize it) </li></ul><ul><li>Community support </li></ul><ul><li>(got a problem? Somebody has already solved it) </li></ul>Why is OSS good for products? Why is OSS good for products? And by the way, here are a few OSS-based products I own...
    • 12. Why is OSS bad for products? <ul><li>Here are just a few major Linux distributions…. </li></ul>Governance can be a real problem! Darwinian evolution model for OSS products
    • 13. FOSS in ICT research <ul><li>How is EU research organized? </li></ul><ul><ul><li>the theory: </li></ul></ul><ul><li>Framework Programme (FP7) </li></ul><ul><ul><li>Workprogramme (e.g.: 2009-10) </li></ul></ul><ul><ul><ul><li>Objectives (e.g.: 1.2) </li></ul></ul></ul><ul><ul><li>in practice: </li></ul></ul><ul><li>Calls for Proposals (e.g.: FP7-ICT-2009-5) </li></ul><ul><li>Selection of proposals </li></ul><ul><li>Funding of research projects </li></ul>http://cordis.europa.eu/fp7/home_en.html
    • 14. FOSS in ICT research workprogramme 2009/2010 Objectives 1.2.: Internet of Services, Software and Virtualisation a) Service Architectures and Platforms for the Future Internet Service Front Ends …. Open, scalable, dependable service platforms, architectures, and specific platform components… Virtualised infrastructures… b) Highly Innovative Service / Software Engineering Service / Software engineering methods and tools… Verification and validation… Methods, tools and approaches specifically supporting the development, deployment and evolution of  open source software . Investigation into the use of open source approaches for improving service engineering, deployment, management, evolution and take-up. c) Coordination and support actions Support for standardisation and collaboration… Maximisation of impact of projects in this area… Application of open source models of development and innovation through rapid cycles of reuse and improvement to service engineering. search CORDIS web site for info
    • 15. Forge technology : facilitating access/re-use and supporting collaboration Methodologies and tools to improve productivity and quality of software products Quality assessment , based on product and process, to facilitate selection of software satisfying given expectations Dependency management in large systems with versioned components Deployment and societal impact of OSS Some OSS research projects in INFSO (ongoing in 2010)
    • 16. Research projects in ICT Call 5 (starting 2010) ALERT Open-Source API and Platform for Multiple Clouds Active support and reaL-time coordination open source software developmenT Projects releasing full OSS results CHOReOS Cloud-TM CONTRAIL FastFix FITTEST Indenica OMELETTE PLAY REMICS Serenoa SOCIETIES SocIoS VISION (+ mOSAIC, WAX, ALERT) Projects releasing partial OSS results 4CaaST ACSI Cloud4SOA I2Web OPTIMIS VIPER Projects not mentioning OSS CumuloNimbo Open-Source platform for Secure WebOS Application Delivery Environment Projects with primary focus on OSS
    • 17. OSS research in INFSO The trends Most projects release their code as Open Source but is this enough? Putting code on a repository does not guarantee that it will be used! Open source is a good idea for most project evaluators :-) during evaluations of project proposals, typically highest marks are given to proposals which will release their results as OSS Cloud computing means Open Source in cloud environments, “old” licensing modes are not easily applicable. There is a strong trend toward OSS in the cloud. Economic model: software is free, you pay for the service
    • 18. OSS research in INFSO Open source is not good for everybody in many cases, companies need to protect their intellectual property rights to exploit an idea after investing on it Open source is a very powerful tool easy for SMEs, fast time to market, many success stories, a cornerstone for academic research There is no “research on Open Source” (code does not change its behaviour if it is OSS or proprietary) BUT: - “community” development model is very interesting for research - “forge” tools are interesting for software development - OSS has an important positive impact on society - OSS is very good for dissemination of project results The vision
    • 19. Open Source and Open Standards at the European Commission <ul><li>Open source and Open Standards are related to many different policy areas for the European Union </li></ul><ul><li>Different DGs of the European Commission have initiatives in these areas </li></ul>
    • 20. Open Source and Open Standards at the European Commission Open standards e.g. in IT procurement Research and future internet IPR policies for OSS Public procurement e-government Consumer protection
    • 21. Open Source and Open Standards at the European Commission <ul><li>Competition (DG COMP): policy for open and well documented standards e.g. in IT procurement. </li></ul><ul><li>Vision: standards and patents should not create barriers to innovation </li></ul><ul><li>Example: Commissioner Kroes speech 2008 http:// europa.eu/rapid/pressReleasesAction.do?reference =SPEECH/08/317 </li></ul><ul><li>Health and Consumer (DG SANCO): policy for consumer rights and protection </li></ul><ul><li>Vision: proposed directive for consumer rights should give the same level of consumer protection across EU, also for contracts related to software (opportunity for OSS) </li></ul><ul><li>Example: proposed “Consumer Protection” directive </li></ul><ul><li>http://ec.europa.eu/consumers/rights/docs/COMM_PDF_COM_2008_0614_F_EN_PROPOSITION_DE_DIRECTIVE.pdf </li></ul><ul><li>Enterprise and industry (DG ENTR): standardization </li></ul><ul><li>Vision: ICT standards should improve IPR policies to accommodate the open source model </li></ul><ul><li>Example: white paper “Modernising ICT Standardisation in the EU - The Way Forward” http:// ec.europa.eu/enterprise/newsroom/cf/document.cfm?action = display&doc_id =3152&userservice_id=1 </li></ul>
    • 22. Open Source and Open Standards at the European Commission <ul><li>Internal Market (MARKT): policy for public procurement </li></ul><ul><li>Vision: public Tenders should use Open Standards and be vendor neutral (Directive 2004/18/EC) </li></ul><ul><li>If an infringement is reported, DG MARKT can ask for an infringement procedure </li></ul><ul><li>http://ec.europa.eu/internal_market/publicprocurement/legislation_en.htm </li></ul><ul><li>http://ec.europa.eu/internal_market/publicprocurement/policy_en.htm </li></ul>
    • 23. Open Source and Open Standards at the European Commission <ul><li>Informatics (DIGIT): interoperability solutions </li></ul><ul><li>Old IDABC programme --> new ISA programme </li></ul><ul><li>Support of interoperability  </li></ul><ul><li>Reusable generic tools </li></ul><ul><li>Common services </li></ul><ul><li>Strong focus on Open Source as interoperability enabler </li></ul><ul><ul><li>EUPL – open source license adapted to EU legal systems </li></ul></ul><ul><ul><li>OSOR.EU – open source repository for public administrations </li></ul></ul><ul><ul><li>ePractice – community of best practices for public administrations </li></ul></ul><ul><li>http:// ec.europa.eu/isa / </li></ul><ul><li>http:// ec.europa.eu/idabc </li></ul><ul><li>http:// www.osor.eu / </li></ul><ul><li>http:// www.epractice.eu / </li></ul>
    • 24. Open Source and Open Standards at the European Commission Question: “How did you write this nice presentation on Open Source?” Answer: “With Microsoft PowerPoint, of course. It is the standard tool in use at the European Commission.” … but luckily I was able to make last-minute changes using Ubuntu and OpenOffice on my netbook, because open source software is flexible and based on open standards.
    • 25. Contact Information <ul><li>European Commission, INFSO D 3 unit – </li></ul><ul><li>“ Software and Services” </li></ul><ul><li>e-mail: infso-st@ec.europa.eu </li></ul><ul><li>Unit Web Site: </li></ul><ul><li>http://cordis.europa.eu/fp7/ict/ssai/foss-home_en.html </li></ul><ul><li> </li></ul><ul><li>FP7 Web Site: http://cordis.europa.eu/fp7/ </li></ul>

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