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Open Source Practice and Passion at OSGeo

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Open Source is more than just a license - join us at FOSS4G to dig into the “best practices” that can help your project succeed with open source. This talk builds on the lessons learned by the Open Source Geospatial Foundation in twelve years helping project teams and building the foss4g community.

This presentations looks at the core values that OSGeo as an organization ask projects to adopt. We will discuss why we consider these factors critical to success, and practical ways they can be applied to your project.

* To introduce these principles we will look at what is required to list an open source project on our website.

* Then the new “OSGeo Community” program is used to explore how these principles are applied in practice.

* Finally we will unpack how each principles is realized in the OSGeo incubation program, using examples of “OSGeo Projects” to explore different ways of achieving success.

We invite project teams interested in succeeding with open source to attend this talk (and list your project on the OSGeo project directory after the presentation).

If you are new to open source, or cautious, consider this talk an introduction to some of the risk factors associated with open source and community work - and mitigation steps to consider.

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Open Source Practice and Passion at OSGeo

  1. 1. www.osgeo.org Open Source Practice and Passion Jody Garnett (Boundless)
  2. 2. Welcome Jody Garnett Training Specialist jgarnett@boundlessgeo.com @jodygarnett Boundless Deliver innovative solutions, empowering customers to understand their world Open Source Projects • GeoServer, GeoTools, JTS, uDig Open Source Geospatial Foundation • Board Member, Incubation Chair • GeoTools Project Officer • Marketing Committee Eclipse Foundation • Technology Project Chair 1 November 2018 Open Source Geospatial Foundation 2
  3. 3. Empower everyone with open source geospatial • OSGeo is a not-for-profit software foundation • Provides projects financial, organizational and legal support • Outreach and advocacy • Promoting global adoption of open source geospatial technology • Partnerships on open approach to standards, data and education. • OSGeo is a volunteer driven • Passionate membership of individuals from around the world. 1 November 2018 Open Source Geospatial Foundation 3
  4. 4. Open Geospatial • Working with our partners: • Open Source: a collaborative approach to software development. • Open Data: freely available information to use as you wish • Open Standards: avoid lock-in with interoperable software • Open Education: Removing the barriers to learning and teaching 1 November 2018 Open Source Geospatial Foundation 4
  5. 5. Incubation Committee Starting something spatial 1 November 2018 Open Source Geospatial Foundation 5
  6. 6. Software Foundation • We are responsible for • Supporting our great collection of projects • Fostering new talent and innovation. • OSGeo supports projects • Technically with community of their peers • Socially with community building and outreach • Professionally ensuring each project is governed in a fair and sustainable manner 1 November 2018 Open Source Geospatial Foundation 6
  7. 7. Add to Website Level 1 - Promotion 1 November 2018 Open Source Geospatial Foundation 7
  8. 8. Website for Outreach and advocacy • Marketing Committee • Communication • Handouts • Branding • Local chapters • Regional promotion • one-on-one advocacy • GeoForAll • Research and Academic • Incubation Committee • Projects List • Choose-a-project 1 November 2018 Open Source Geospatial Foundation 8
  9. 9. Project List • Directory of open source goodness! • Keep in mind • Foundation wants to promote open source geospatial! • Not only OSGeo projects 1 November 2018 Open Source Geospatial Foundation 9
  10. 10. Choose-a-project Don’t know where to start? Guided “wizard”: • Enthusiast • Mapping • Processing • GIS Professional • Cartography • Analysis • IT Professionals • Development 1 November 2018 Open Source Geospatial Foundation 10
  11. 11. Add to Website Are you Geospatial? • Mapping or Location Technology • Examples • Mapping and Cartography • Location based • Drones • Indoor mapping • Counter example • Community mapping website We ask projects to: • Geospatial 1 November 2018 Open Source Geospatial Foundation 11
  12. 12. Add to Website Are you Open Source? Use an open source initiative approved license! • Examples • BSD, GPL, Apache License • Counter examples • End-user License Agreement • Education and Research License We ask projects to: • Geospatial • Open Source Reference: • https://opensource.org 1 November 2018 Open Source Geospatial Foundation 12
  13. 13. Add to Website Can you play nice with others? • Examples • Pull-requests • Issue tracker • Counter examples • Must work for the company • Pay to review pull-request We ask projects to: • Geospatial • Open Source • Participatory 1 November 2018 Open Source Geospatial Foundation 13
  14. 14. Add to Website We ask projects to: • Geospatial • Open Source • Participatory 1 November 2018 Open Source Geospatial Foundation 14
  15. 15. Add to Website What we check We ask projects to: • Geospatial • README • Open Source • LICENSE • Participatory • CONTRIBUTING 1 November 2018 Open Source Geospatial Foundation 15
  16. 16. Project Name We show what is important • Project Identity Outreach • Brand awareness 1 November 2018 Open Source Geospatial Foundation 16
  17. 17. Project Team We show what is important • Open source is about community • Show the team! • Important to project sustainability • Recognize the people! Outreach • “Open source is full of people” 1 November 2018 Open Source Geospatial Foundation 17
  18. 18. Project Technology We show what is important • Assist evaluating technology • screen-shot! • core features • standards Outreach: • focus on public, what we provided • we believe in open standards 1 November 2018 Open Source Geospatial Foundation 18
  19. 19. Empower Choice We show what is important • Open source alternatives • Migrate to open source Outreach • Open-source gives you choice! 1 November 2018 Open Source Geospatial Foundation 19 ArcGIS Online® is a trademarks of Esri in the United States, the European Community, or certain other jurisdictions. Other companies and products mentioned may be trademarks of their respective owners.
  20. 20. Project Communication We show what is important • Website • Demo • Download Outreach: • Help public make contact • Transparent communication 1 November 2018 Open Source Geospatial Foundation 20
  21. 21. Project Participation We show what is important • Issue trackers • Source code • License Outreach: • Enable open source re-mix culutre 1 November 2018 Open Source Geospatial Foundation 21
  22. 22. Commercial Support We show what is important • Service providers (employ community members) Outreach • “Open source is supported” • Link to service providers • Promote sustainability • Show core-contributors (that take part in our community) 1 November 2018 Open Source Geospatial Foundation 22
  23. 23. How to: Add to Website Please ask! 1. Email to incubation list • Introductions, discussion 2. Review • GeoSpatial • LICENSE.md • CONTRIBUTING.md 3. Done And then make a project page 1. Create an OSGeo UserID • osgeo.org/osgeo_userid • Sign into website • Ask Vicky or Jody for “project author” role 2. Create a project page • Remember outreach focus! 3. Email incubation list • Review and publish! 1 November 2018 Open Source Geospatial Foundation 23
  24. 24. OSGeo Community Level 2 – Supporting 1 November 2018 Open Source Geospatial Foundation 24
  25. 25. OSGeo Community • Support geospatial open source project • Marketing and outreach • Community and Events • Code sprints • Infrastructure • Budget via OSGeo board • Support innovation in our geospatial community • Collaborate on ideas and opportunities 1 November 2018 Open Source Geospatial Foundation 25
  26. 26. OSGeo Community Are you Geospatial? • Mapping or Location Technology • Take it up a level • User documentation? • Website? • gis-stack exchange? • IRC, gitter, slack? We ask that community projects be: • Geospatial • Open Source • Participatory 1 November 2018 Open Source Geospatial Foundation 26
  27. 27. OSGeo Community Are you Open Source? • OSI Approved License • Take it up a level • Check file headers We ask that community projects be: • Geospatial • Open Source • Participatory 1 November 2018 Open Source Geospatial Foundation 27
  28. 28. OSGeo Community Are you Open Source? • Open to contributors • Take it up a level: • Show collaboration! • Pull requests, patches? • Issue tracker? • OSGeo Live? We ask that community projects be: • Geospatial • Open Source • Participatory 1 November 2018 Open Source Geospatial Foundation 28
  29. 29. OSGeo Community We ask that community projects be: • Geospatial • Open Source • Participatory Recognized as part of OSGeo • Public recognition with use of “OSGeo Community” logo • Access to OSGeo infrastructure and marketing committee • Take part of OSGeo annual budget (making request via board) 1 November 2018 Open Source Geospatial Foundation 29
  30. 30. OSGeo Community What we check We ask projects to: • Geospatial • README • User documentation • Open Source • LICENSE • Headers • Participatory • CONTRIBUTING • pull requests, patches 1 November 2018 30
  31. 31. OSGeo Community What we check We ask projects to: • Geospatial • README • User documentation • Open Source • LICENSE • Headers • Participatory • CONTRIBUTING • pull requests, patches 1 November 2018 31
  32. 32. OSGeo Community What we check We ask projects to: • Geospatial • README • User documentation • Open Source • LICENSE • Headers • Participatory • CONTRIBUTING • pull requests, patches 1 November 2018 32
  33. 33. OSGeo Community What we check We ask projects to: • Geospatial • README • User documentation • Open Source • LICENSE • Headers • Participatory • CONTRIBUTING • pull requests, patches 1 November 2018 33
  34. 34. How to: Community Project Community Project 1. Email to incubation list • Introductions, discussion 2. Review • GeoSpatial • LICENSE.md • CONTRIBUTING.md 3. Done • cross link websites OSGeo Project 1. Incubation application • create a ticket 2. Find a mentor • Start with incubation list 3. “Incubation Process” • mentor to answer questions • can be quick, often slow 4. Complete Checklist 5. Graduation • incubation  osgeo board 1 November 2018 Open Source Geospatial Foundation 34
  35. 35. OSGeo Project Level 3 – Foundation 1 November 2018 Open Source Geospatial Foundation 35
  36. 36. OSGeo Project • A full OSGeo committee • Project “officer” for the team! • Start initiatives, coordinate fundraising • Set OSGeo Annual Budget • Help set the annual budget • Budget provides gives team independence to operating • Responsible for • Report to OSGeo Board • Annual General Meeting Report 1 November 2018 Open Source Geospatial Foundation 36
  37. 37. OSGeo Projects • Is your project open? • Open source license • Open communication channels • Open decision making • Examples: • OSI Approved License • Email, stack exchange, IRC, Gitter • Project steering committee • Why? • Open source enables shared development • Empower feeling of being included and ownership OSGeo projects demonstrate: • Technical improvements, user documentation, documenting their release process. • Social growth showing collaboration with users, an open community with clear transparent communication • Fair governance clearly documenting how contributors can take part with leadership drawn from a number of organizations for sustainability 1 November 2018 Open Source Geospatial Foundation 37
  38. 38. OSGeo Projects • Active / healthy community? • community of developers and users • actively collaborate and support each other • In a healthy way • Examples: • Collaboration on issue tracker and testing • User participation in testing release candidates • Why? “Social contract” • shares maintenance risk • devs release early release often • users responsible for “testing” making software more stable and cheaper to developer OSGeo projects demonstrate: • Technical improvements, user documentation, documenting their release process. • Social growth showing collaboration with users, an open community with clear transparent communication • Fair governance clearly documenting how contributors can take part with leadership drawn from a number of organizations for sustainability 1 November 2018 Open Source Geospatial Foundation 38
  39. 39. OSGeo Projects • Long term viability? • Examples: • Multiple developers • Multiple organizations (different sources of funding) • Why? • open source procurement • Low “bus factor” metric OSGeo projects demonstrate: • Technical improvements, user documentation, documenting their release process. • Social growth showing collaboration with users, an open community with clear transparent communication • Fair governance clearly documenting how contributors can take part with leadership drawn from a number of organizations for sustainability 1 November 2018 Open Source Geospatial Foundation 39
  40. 40. OSGeo Projects • Can you publish as open source? • Code is open source license • Did everyone actually agree? • Really did you check? • Examples: • Code Providence Review • List of all contributors w/ Agreement • Why • This is what it takes for responsible open source • “herd immunity” OSGeo projects demonstrate: • Technical improvements, user documentation, documenting their release process. • Social growth showing collaboration with users, an open community with clear transparent communication • Fair governance clearly documenting how contributors can take part with leadership drawn from a number of organizations for sustainability 1 November 2018 Open Source Geospatial Foundation 40
  41. 41. OSGeo Projects • Can you publish as open source? • Documentation uses an open document license • Examples: • Creative Commons • Why • “Citation is not open” • Grant writers the same re-mix freedoms we enjoy in open source OSGeo projects demonstrate: • Technical improvements, user documentation, documenting their release process. • Social growth showing collaboration with users, an open community with clear transparent communication • Fair governance clearly documenting how contributors can take part with leadership drawn from a number of organizations for sustainability 1 November 2018 Open Source Geospatial Foundation 41
  42. 42. OSGeo Projects • Development process • code under source control • Issue tracker • Examples • git, svn • trac, github, jira • Why • Good software development OSGeo projects demonstrate: • Technical improvements, user documentation, documenting their release process. • Social growth showing collaboration with users, an open community with clear transparent communication • Fair governance clearly documenting how contributors can take part with leadership drawn from a number of organizations for sustainability 1 November 2018 Open Source Geospatial Foundation 42
  43. 43. OSGeo Projects • Fair development process • “open governance” • public decision making • Examples • Developers Guide or Wiki • “Request for Proposal” (RFC) • Why • Welcome new developers • Invite others to take part in a fair manner! OSGeo projects demonstrate: • Technical improvements, user documentation, documenting their release process. • Social growth showing collaboration with users, an open community with clear transparent communication • Fair governance clearly documenting how contributors can take part with leadership drawn from a number of organizations for sustainability 1 November 2018 Open Source Geospatial Foundation 43
  44. 44. OSGeo Projects • User documentation • Sufficient detail to perform core functionality of app • Examples • Quickstart • User guide • Why • Friendly to new users • Avoid open source, closed training OSGeo projects demonstrate: • Technical improvements, user documentation, documenting their release process. • Social growth showing collaboration with users, an open community with clear transparent communication • Fair governance clearly documenting how contributors can take part with leadership drawn from a number of organizations for sustainability 1 November 2018 Open Source Geospatial Foundation 44
  45. 45. OSGeo Projects • Developer documentation • Checkout and build • API Documentation • Examples • Javadocs for Java • Sphinx for Python • Why • Friendly to new developers • Enough detail for experienced developer to contribute fix OSGeo projects demonstrate: • Technical improvements, user documentation, documenting their release process. • Social growth showing collaboration with users, an open community with clear transparent communication • Fair governance clearly documenting how contributors can take part with leadership drawn from a number of organizations for sustainability 1 November 2018 Open Source Geospatial Foundation 45
  46. 46. OSGeo Projects • Release guide • Defined release procedure • Documented testing process • Examples • Test before stable release • Automated / Manual testing • Test coverage goals • Why • Release early release often • Enough detail to support new developers taking part OSGeo projects demonstrate: • Technical improvements, user documentation, documenting their release process. • Social growth showing collaboration with users, an open community with clear transparent communication • Fair governance clearly documenting how contributors can take part with leadership drawn from a number of organizations for sustainability 1 November 2018 Open Source Geospatial Foundation 46
  47. 47. OSGeo Projects OSGeo projects demonstrate: • Technical improvements, user documentation, documenting their release process. • Social growth showing collaboration with users, an open community with clear transparent communication • Fair governance clearly documenting how contributors can take part with leadership drawn from a number of organizations for sustainability 1 November 2018 Open Source Geospatial Foundation 47
  48. 48. Graduation Checklist • What OSGeo is looking for • You can probably check off most of this already! • Be careful • Teams get “inspired” (and do too much!) • Be creative • It says “user list” but if you use stack exchange it meets the same goal! 1 November 2018 Open Source Geospatial Foundation 48
  49. 49. Providence Review • Beyond checking headers • License compatibility • Check history 1 November 2018 Open Source Geospatial Foundation 49
  50. 50. How to: OSGeo Project Application for Incubation 1. Add to website 2. Community Project 3. Incubation application • create a ticket • email incubation list 4. Find a mentor • Start with incubation list • This can take time (sigh) Incubation with Mentor 1. Go over checklist • Clarifications with mentor 2. Work on needed items • Example providence review • Mentor provided for private/sensitive/security discussions with team 3. Graduation • Mentor makes motion • Incubation committee review • Committee voting • Chair recommends to board 1 November 2018 Open Source Geospatial Foundation 50
  51. 51. May the Source Be with you From your friends at Open Source Geospatial Foundation "Contains modified Copernicus Sentinel data (2017-2018)/ESA - created by mundialis (www.mundialis.de). License: CC BY-SA"
  52. 52. Supported by sponsors world wide 1 November 2018 Open Source Geospatial Foundation 52

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