GoOpen 2010: Sandro D'Elia

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GoOpen 2010: Sandro D'Elia

  1. 1. Free / Open Source Software (OSS) in ICT research Sandro D’Elia European Commission Information Society and Media Directorate General Software & Service Architectures and Infrastructures Unit
  2. 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. 3. Why is OSS good for research? 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.” OSS is not only about savings on licence costs!
  4. 4. Free Software vs. Open Source Free Software GNU license can be applied Free Software Foundation to documentation and other media R. Stallman - 1984 (e.g. Wikipedia) http://www.gnu.org/philosophy/free-sw.html Open Source Open Source Initiative E. Raymond, B. Perens - 1998 http://opensource.org/docs/osd
  5. 5. FREE SOFTWARE DEFINITION The four freedoms: 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
  6. 6. OPEN SOURCE DEFINITION 1. Free Redistribution - The license shall not restrict any party from selling or giving away the software 2. Source Code - The program must include source code 3. Derived Works - The license must allow modifications and derived works 4. Integrity of The Author's Source Code - The license may restrict source-code from being distributed in modified form under specific conditions 5. No Discrimination Against Persons or Groups 6. No Discrimination Against Fields of Endeavor 7. Distribution of License 8. License Must Not Be Specific to a Product 9. License Must Not Restrict Other Software 10. License Must Be Technology-Neutral http://opensource.org/docs/osd
  7. 7. DEFINITION(s) 1. Free Redistribution - The license shall not restrict any party from selling or giving away the software 2. Source Code - The program must include source code 3. Derived Works - The license must allow modifications and derived works 4. Integrity of The Author's Source Code - The license may restrict source-code from being distributed in modified form under specific conditions 5. No Discrimination Against Persons or Groups The freedom to run the program, for any purpose. 6. No Discrimination Against Fields of Endeavor 7. Distribution of License The freedom to study how the program works, and 8. License Must Not Be Specific to a Product change it to make it do what you wish. Access to the 9. License Must Not Restrict Other Software source code is a precondition for this. 10. License Must Be Technology-Neutral The freedom to redistribute copies so you can help your neighbor. http://opensource.org/docs/osd 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. 8. Free Software vs. Open Source Free Software is Open Source Open Source can be not-free examples: - TiVo digital video recorder uses Open Source software with hardware restrictions (Tivoization) - Open Source Digital Rights Management is not Free Software In European Institutions, the traditional word is FLOSS F = Free / Frei L = Libre / Livre / Libero O = Open S = Source S = Software
  9. 9. Why is OSS good for research? OSS is a way to – develop or maintain software – distribute and reuse software in a manner facilitating: • fast innovation and improvement cycles • high code quality through transparent and verifiable process (Linus' Law: given enough eyeballs, all bugs are shallow)
  10. 10. Why is OSS bad for research? OSS is a way to – dump a few libraries on a Forge – forget about it – hope that a “community” will automagically be created and solve all your technical problems so that: • your research project looks cool • you have an excuse to avoid working on dissemination of your scientific results (“but we released everything as open source!”)
  11. 11. Why is OSS good for products? Upgrade (take an existing software and add features to it) Modify / Fork (take an existing software and customize it) Community support (got a problem? Somebody has already solved it) And by the way, here are a few OSS-based products I own...
  12. 12. Why is OSS bad for products? Here are just a few major Linux distributions…. Governance can be a real problem! Darwinian evolution model for OSS products
  13. 13. FOSS in ICT research How is EU research organized? the theory: ➔ Framework Programme (FP7) ➔ Workprogramme (e.g.: 2009-10) ➔ Objectives (e.g.: 1.2) in practice: Calls for Proposals (e.g.: FP7-ICT-2009-5) Selection of proposals Funding of research projects http://cordis.europa.eu/fp7/home_en.html
  14. 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. 15. Some OSS research projects in INFSO (ongoing in 2010) 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
  16. 16. Research projects in ICT Call 5 (starting 2010) Projects with primary focus on OSS Open-Source platform for Secure WebOS Application Delivery Environment Open-Source API and Active support and reaL-time Platform for Multiple coordination open source Clouds 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
  17. 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. 18. OSS research in INFSO The vision 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
  19. 19. Open Source and Open Standards at the European Commission Open source and Open Standards are related to many different policy areas for the European Union Different DGs of the European Commission have initiatives in these areas
  20. 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. 21. Open Source and Open Standards at the European Commission Competition (DG COMP): policy for open and well documented standards e.g. in IT procurement. Vision: standards and patents should not create barriers to innovation Example: Commissioner Kroes speech 2008 http:// europa.eu/rapid/pressReleasesAction.do?reference=SPEECH/08/317 Health and Consumer (DG SANCO): policy for consumer rights and protection 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) Example: proposed “Consumer Protection” directive http://ec.europa.eu/consumers/rights/docs/COMM_PDF_COM_2008_0614_F_EN_PROPOSITION_DE_DIRECTIVE.pdf Enterprise and industry (DG ENTR): standardization Vision: ICT standards should improve IPR policies to accommodate the open source model 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
  22. 22. Open Source and Open Standards at the European Commission Internal Market (MARKT): policy for public procurement Vision: public Tenders should use Open Standards and be vendor neutral (Directive 2004/18/EC) If an infringement is reported, DG MARKT can ask for an infringement procedure http://ec.europa.eu/internal_market/publicprocurement/legislation_en.htm http://ec.europa.eu/internal_market/publicprocurement/policy_en.htm
  23. 23. Open Source and Open Standards at the European Commission Informatics (DIGIT): interoperability solutions Old IDABC programme --> new ISA programme Support of interoperability  Reusable generic tools Common services Strong focus on Open Source as interoperability enabler – EUPL – open source license adapted to EU legal systems – OSOR.EU – open source repository for public administrations – ePractice – community of best practices for public administrations http://ec.europa.eu/isa/ http://ec.europa.eu/idabc http://www.osor.eu/ http://www.epractice.eu/
  24. 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. 25. Contact Information European Commission, INFSO D 3 unit – “Software and Services” e-mail: infso-st@ec.europa.eu Unit Web Site: http://cordis.europa.eu/fp7/ict/ssai/foss-home_en.html FP7 Web Site: http://cordis.europa.eu/fp7/

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