Open Source Project OpenJustitia of the Federal Supreme Court of Switzerland

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European Commission Workshop
„European Public Administrations and Open Source Sofware:
The Power of Communities”
Open Source World Conference
January 12, 2012 in Granada, Spain

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Open Source Project OpenJustitia of the Federal Supreme Court of Switzerland

  1. 1. Open Source Project OpenJustitiaof the Federal Supreme Court ofSwitzerlandEuropean Commission Workshop„European Public Administrations and Open Source Sofware:The Power of Communities”Open Source World ConferenceJanuary 12, 2012 in Granada, Spain
  2. 2. Short Bio of Matthias Stürmer  Matthias Stürmer studied business administration and computer science at University of Bern until 2005. The topic of his licenciate was open source community building.  In 2009 he finished his doctoral dissertation at the Chair of Strategic Management and Innovation at ETH Zürich. His research focused on open source communities and firm involvement, the title of his PhD thesis was "How Firms Make Friends: Communities in Private-Collective Innovation".  He then worked for one year at the Swiss software company Liip creating agile Internet solutions based on open source Dr. Matthias Stürmer technologies. Senior Advisor  Since 2010 he is Senior Advisor at Ernst & Young specialised on Ernst & Young open source, open government, and social media. Belpstrasse 23 3001 Bern  Matthias Stürmer is member of the board of Swiss Open System Switzerland User Group /ch/open, secretary of the Swiss Parliamentarian Group for Digital Sustainability, leader of www.opensource.ch and matthias.stuermer@ch.ey.com co-founder of the open data initiative opendata.ch. Work: +41 58 286 61 97 Mobile: +41 58 289 61 97  Since 2010 he is member of the city parliament of Bern.Open Source Project OpenJustitia of the Federal Supreme Court of Switzerland 2
  3. 3. Agenda Open Source Project OpenJustitia of the Federal Supreme Court of Switzerland 1. Introduction 2. Community structure and governance 3. Competitive dynamics and the role of politics 4. Open source related initiatives by Ernst & YoungOpen Source Project OpenJustitia of the Federal Supreme Court of Switzerland 3
  4. 4. The Federal Supreme Court of Switzerland  Highest court in Switzerland based in Lausanne and Lucerne  Around 7500 judgements annually in German, French, and Italian  Follows open standards (2001) and open source (2009) strategy: Use, publish, and maintain open source software  400 thin client users (judges, staff etc.) on Sun OpenSolaris  Since 2002 StarOffice, since 2010 OpenOffice, everything on ODFOpen Source Project OpenJustitia of the Federal Supreme Court of Switzerland 4
  5. 5. About OpenJustitia  Internal court decision administration system for management of all documents related to a court judgement  165000 court decisions since 1954, 332000 stored documents, 55000 documents semantically indexed (manually)  OpenJustitia consists of several modules: ● OpenJustitia Doc: management and search of legal documents ● OpenJustitia Ldoc: local search of legal documents ● OpenJustitia Norm: automatic and semi-automatic recognition of legal norms within court judgements ● OpenJustitia Anom: semi-automatic anonymisation of judgements ● OpenJustitia Bib: search in legal literature ● OpenJustitia Spider: integration of external legal data sourcesOpen Source Project OpenJustitia of the Federal Supreme Court of Switzerland 5
  6. 6. Open source stack of OpenJustitia  All source code in Java J2EE, running on Apache Tomcat  Open source DMS Alfresco for document management  Apache Lucene for indexing and search engine  PostgreSQL for data storage (index, legal norms etc.)  Java macros for OpenOffice integration on the client  External interfaces for Java/JDBC (for metadata) and XML (for import/export of judgements, legal norms, thesaurus...)Open Source Project OpenJustitia of the Federal Supreme Court of Switzerland 6
  7. 7. Screenshot of OpenJustitiaOpen Source Project OpenJustitia of the Federal Supreme Court of Switzerland 7
  8. 8. History of OpenJustitia 1. No available Swiss court software met the Federal Courts requirements for managing court decisions 2. Internal software development team programmed the Federal Courts individual administration system 3. Federal Court decided to open source its own software following its open source intentions within the IT strategy 4. Minor technical and governance preparations were necessary to initiate the open source project OpenJustitia 5. Political troubles (see later) 6. Release of the source code on September 1, 2011 below GNU General Public License Version 3 (GPLv3)Open Source Project OpenJustitia of the Federal Supreme Court of Switzerland 8
  9. 9. Reasons to release as open source Why did the Federal Court initiate OpenJustitia? 1. Benefitting the most of tax payers money ● Switzerland has dozens of national, cantonal, and regional courts that all have similar technical needs for administrating court judgements. ● Federal open source strategy as well as the Federal E- Government strategy both recommend collaborative software development at institutional level in order to save costs. 2. Improve court management software ● On the long term and through a healthy community OpenJustitia will become more stable, secure and feature-rich.Open Source Project OpenJustitia of the Federal Supreme Court of Switzerland 9
  10. 10. Agenda Open Source Project OpenJustitia of the Federal Supreme Court of Switzerland 1. Introduction 2. Community structure and governance 3. Competitive dynamics and the role of politics 4. Open source related initiatives by Ernst & YoungOpen Source Project OpenJustitia of the Federal Supreme Court of Switzerland 10
  11. 11. Website www.openjustitia.orgOpen Source Project OpenJustitia of the Federal Supreme Court of Switzerland 11
  12. 12. Open source community guidelines  From the Federal Court, only 6 pages  Common understanding on what is OpenJustitia and who can how in which body participate.  Content of the community guidelines:  Introduction (background, goals etc.)  Principles of the OpenJustitia community  Intended members of the community  Bodies of the OpenJustitia community  Rules and procedures  Source: http://www.openjustitia.org/DE/01_OpenJustitia_Regeln_V1.2_d.pdfOpen Source Project OpenJustitia of the Federal Supreme Court of Switzerland 12
  13. 13. Community principles of OpenJustitia Basic principles and values the Federal Court intends to adhere to within the OpenJustitia community and expects the same of any other community member: 1. Equality: Every one (court, company etc.) is treated the same 2. Transparency: Communication happens as open as possible 3. Meritocracy: For the moment Federal Court is in control. But if others contribute more, then they may also gain influence on the projects future development.Open Source Project OpenJustitia of the Federal Supreme Court of Switzerland 13
  14. 14. Intended members of the community  Federal Court: initiator and thus main knowledge carrier at the moment  Courts: all Swiss courts, but also foreign courts feasible  Other public institutions: using all or parts of OpenJustitia  Open source providers: software firms that offer services for OpenJustitia  Other firms: companies that may benefit of the software, e.g. legal firms  Universities: law schools for indexing and researching legal textsOpen Source Project OpenJustitia of the Federal Supreme Court of Switzerland 14
  15. 15. Bodies of the OpenJustitia community  Members: free membership for any legal entity (public institution, company, association etc.) that uses OpenJustitia or provides services for it  Coordination committee: executives of entities that use OpenJustitia in mission-critical environment; Federal Court directs the committee and has two seats of a maximum of 5 seats  Technology committee: software developers or architects with in-depth knowledge of the source code; is responsible for all technical aspectsOpen Source Project OpenJustitia of the Federal Supreme Court of Switzerland 15
  16. 16. Rules and procedures  Annual assembly: OpenJustitia community members meet at least once a year to receive annual report and to do elections.  Exclusion: If a community member doesnt follow the guidelines, the coordination committee can exclude the member.  Introductory support: Federal Court offers support of 5 days to the 5 five first membersOpen Source Project OpenJustitia of the Federal Supreme Court of Switzerland 16
  17. 17. Community membership  Formal participation through written declaration of enrollment  Member accepts following requirements: 1. Interest in healthy progress of OpenJustitia 2. Participation at the general assembly 3. Accepts governance guidelines 4. Written withdrawal at resignation 5. Exclusion through majority vote of the coordination committee if governance guidelines are breached  Source: http://www.openjustitia.org/DE/02_OpenJustitia_Beitrittserklaerung_V1.2_d.pdfOpen Source Project OpenJustitia of the Federal Supreme Court of Switzerland 17
  18. 18. Agenda Open Source Project OpenJustitia of the Federal Supreme Court of Switzerland 1. Introduction 2. Community structure and governance 3. Competitive dynamics and the role of politics 4. Open source related initiatives by Ernst & YoungOpen Source Project OpenJustitia of the Federal Supreme Court of Switzerland 18
  19. 19. Reactions from the pressOpen Source Project OpenJustitia of the Federal Supreme Court of Switzerland 19
  20. 20. Accusations by the press  „Dumping of prizes“  „Cross-subsidization thus missuse of tax money“  „Commercial services by public institution“  „Oversized IT department of Federal Court“  „Federal Court as public software provider“  „Market-distorting practices of the Federal Court“Open Source Project OpenJustitia of the Federal Supreme Court of Switzerland 20
  21. 21. Political and media lobbying What had happened?  There are several proprietary Swiss court software vendors  Some expected OpenJustitia positively, one opponed heavily  This software vendor contacted a member of the parliament  Member of the parliament planned intervention through governance commission of the Federal Court  Software vendor informed major newspapers  Newspapers reported negatively about OpenJustitia  Members of the Parliamentarian Group for Digital Sustainability supported intentions of OpenJustitia  Governance commission finally didnt stop the Federal Court to release OpenJustitiaOpen Source Project OpenJustitia of the Federal Supreme Court of Switzerland 21
  22. 22. Answers by the Federal Court  Equal rights: every company can offer commercial services for OpenJustitia, the Federal Court only supports in the beginning  Legal situation: there is no law that forbids public institutions to release open source software  Commercial competition: Federal Court doesnt sell the source code, but gives it out for free  Liabilty: Federal Court is not liable for the GPLv3- software, that is the job of private firms  Source: http://www.bger.ch/antworten_fragen_gpk_de.pdfOpen Source Project OpenJustitia of the Federal Supreme Court of Switzerland 22
  23. 23. Core members of the Parliamentarian Group for Digital Sustainability Co-presidents Edith Graf-Litscher Christian Wasserfallen Member of the National Council Member of the National Council Core team Balthasar Glättli Kathy Riklin Member of the National Council Member of the National Council Thomas Weibel Member of the National Council Website of the parliamentarian group: www.digitale-nachhaltigkeit.chOpen Source Project OpenJustitia of the Federal Supreme Court of Switzerland 23
  24. 24. Members of the Parliamentarian Group for Digital Sustainability – total 15% of parliament Alec von Graffenried Barbara Schmid-Federer Brigitte Häberli-Koller Carlo Sommaruga Cédric Wermuth Claude Janiak Evi Allemann Felix Gutzwiller Francine John-Calame Franziska Teuscher Geri Müller Hans Altherr Hugues Hiltpold Ignazio Cassis Jacqueline Badran Kathrin Bertschy Liliane Maury Pasquier Louis Schelbert Luc Recordon Lukas Reimann Maja Ingold Maria Roth-Bernasconi Marianne Streiff-Feller Matthias Aebischer Peter Malama Philipp Hadorn Raphaël Comte Sylvia Flückiger-Bäni Thomas AeschiOpen Source Project OpenJustitia of the Federal Supreme Court of Switzerland Yvonne Gilli 24
  25. 25. Outlook OpenJustitia  Growing member base: today seven firms and public institutions have become OpenJustitia members  First member meeting in 2012: initiation of technical and leading boards, decision on how to progress  Technical improvements: integrate OpenJustitia in public website, optimization of automatic recognition, enhance documentation, integration of business process software for court decisions, possibly Italian and English translationOpen Source Project OpenJustitia of the Federal Supreme Court of Switzerland 25
  26. 26. Vision for promoting open source  Incentive system for government agencies to release proprietary software below open source licenses: Liberos, the currency for Digital Sustainability  Non-monetary award for public institutions; quantification for sharing digital assets, some sort of openness Karma  Could also be used to honor open government data releases Source: http://www.freefoto.com/preview/901-23-8908/CoinsOpen Source Project OpenJustitia of the Federal Supreme Court of Switzerland 26
  27. 27. Agenda Open Source Project OpenJustitia of the Federal Supreme Court of Switzerland 1. Introduction 2. Community structure and governance 3. Competitive dynamics and the role of politics 4. Open source related initiatives by Ernst & YoungOpen Source Project OpenJustitia of the Federal Supreme Court of Switzerland 27
  28. 28. Ernst & Young open source brochure  Open source has one major weakness: marketing and PR  Top management vendor-neutral brochure from Ernst & Young: Why and how professionals use open source software  Content: ● Benefits, risks and good practices ● Professional application of open source software ● Legal aspects of open source ● Background information on open source software  Download as PDF on Ernst & Young websiteOpen Source Project OpenJustitia of the Federal Supreme Court of Switzerland 28
  29. 29. Project to improve OOXML support in LibreOffice/OpenOffice Public institutions  City of Freiburg i.B.  City of München  City of Jena  Swiss Federal Court  Federal Strategy Unit for IT (ISB)  Another Swiss federal agency  Canton of Vaud Project organization  Coordination through new Open Source Work packages within the specification Business Alliance (OSBA) Working Group 1. Formatting of frames and images in .docx „Office Interoperability“ 2. Formatting of tables in .docx  Public tender available on OSBA website 3. Formatting of lists in .docx  Open for offers by open source firms until 4. Formatting of comments in .docx and .xlsx January 31, 2012 5. Embedding of fonts in OOXML and ODF  Additional public institutions welcome!Open Source Project OpenJustitia of the Federal Supreme Court of Switzerland 29
  30. 30. Open source strategy development  Reasons for an open source strategy: to benefit of the potential of open source software and to manage the involved risks  Open source strategy spider: 8 typical elements of an open source strategy (next to descriptive sections of the strategy)  Important: implementation of the open source strategy through defined actions  Open source strategy workshops moderated by Ernst & YoungOpen Source Project OpenJustitia of the Federal Supreme Court of Switzerland 30
  31. 31. Open source compliance scan  In-depth analysis of proprietary software code in order to check compliance with open source licenses  Black Duck Knowledge Base contains versioned source code of >560000 open source projects linked to >2000 software licenses  Pilot project with Black Duck in February 2012 at a clientOpen Source Project OpenJustitia of the Federal Supreme Court of Switzerland 31
  32. 32. Swiss open source study 2012  Analysis of diffusion of open source: Who uses which open source technologies, why, with which benefit, why not etc.?  Swiss Open Systems User Group /ch/open and SwissICT  Start in March 2012, publication of results in October 2012  Additionally reports, case studies, best practices etc. to make use of open source software more known.  Call for Participation: http://www.swissict.ch/fileadmin/sekretariat/Info/2012_OSS_Studie_Call_for_Participation.pdfOpen Source Project OpenJustitia of the Federal Supreme Court of Switzerland 32
  33. 33. Swiss IT procurement conference  Conference on public IT procurement in Fall 2012 in Bern  Organized by ● Swiss Federal Government ● Cantonal IT Leaders ● SwissICT ● Swiss Open Systems User Group /ch/open  Target Audience ● IT procurement professionals ● IT vendors ● Lawyers and consultants in procurementOpen Source Project OpenJustitia of the Federal Supreme Court of Switzerland 33
  34. 34. Thank you for your attention!  Questions, comments, wishes?  Contact us anytime: Dr. Matthias Stürmer Senior Advisor Ernst & Young matthias.stuermer@ch.ey.com Work: +41 58 286 61 97 Mobile: +41 58 289 61 97Open Source Project OpenJustitia of the Federal Supreme Court of Switzerland 34

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