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LARGE SCALE OPEN SOURCE
DEVELOPMENT MODELS
A COMPARATIVE ANALYSIS
By Joe Gordon
WHY
Saw OpenStack grow from around 60 developers to over 2,100
developers
Unusual development model
But how do other projects solve the same problems?
WHY IS PICKING THE RIGHT
DEVELOPMENT MODEL
IMPORTANT?
ACCELERATING GROWTH
Time till 100 contributors
Linux: 1991 - 2 years
Linux 2.0 had 190 contributors in 1996 in credits
OpenStack: 2010 - 1 year
Docker: 2013 - several months
over 300 contributors in its first year
200 contributors per month
Linux: 1991 - June 2004 (13 years)
Debian: 1993 - March 2007 (14 years)
OpenStack: 2010 - October 2012 (2 years)
ACCELERATING GROWTH
Linux, Debian, Docker, OpenStack (clockwise from top left)
source: openhub
OPEN SOURCE IS BIG BUSINESS
Open source is the new standard bodies
Balancing corporate interests
Linux foundation Gold and Platinum Members
PICKING THE RIGHT DEVELOPMENT MODEL
CONWAY'S LAW
organizations which design systems ... are constrained
to produce designs which are copies of the
communication structures of these organizations
DEVELOPMENT MODELS
PROJECTS COVERED
Linux Kernel
Apache Software Foundation
Debian
OpenStack
Docker
LINUX KERNEL
LINUX KERNEL
Time based release
100-150 subsystem maintainers
Chain of trust
Decentralized review process
Rolling development model
CULTURE
Chain of trust
About the individual
Value frankness over politeness
Corporate friendly
No single company controls
Not much automated pre commit testing
Failing testing is very bad for author
APACHE SOFTWARE
FOUNDATION
APACHE SOFTWARE
FOUNDATION
ASF is more of a governance umbrella and culture
Separate projects
4,400+ committers
150+ top level projects
flat (ish) trust model
'Review then commit' vs. 'commit then review'
I n o r d e r t o r e d u c e f r i c t i o n a n d a l l o w f o r d i v e r s i t y t o e m e r g e , r a t h e r t h a n f o r c i n g
a m o n o c u l t u r e f r o m t h e t o p . . . e a c h p r o j e c t i s d e l e g a t e d a u t h o r i t y o v e r d e v e l o p m e n t
o f i t s s o f t w a r e , a n d i s g i v e n a g r e a t d e a l o f l a t i t u d e i n d e s i g n i n g i t s o w n t e c h n i c a l
c h a r t e r a n d i t s o w n g o v e r n i n g r u l e s .
CULTURE
Lazy consensus
Focus is on the team
All decisions are team based
Focus is on contributors not companies
No monoculture
Within the ASF we worry about any community which
centers around a few individuals who are working
virtually uncontested.
DEBIAN
DEBIAN
When its ready, not time based. Notoriously slow
Package Maintainers: No review, trust maintainers more
CULTURE
Rotating leadership (elections)
Do-ocracy: An individual Developer may make any technical or
nontechnical decision with regard to their own work
Open development
Independent not 'profit-driven': no imposed decisions by who has money,
infrastructure, people
no benevolent dictator, no oligarchy
It is all about the individual (although individual's can form groups)
Territorial
OPENSTACK
OPENSTACK
continuous delivery + stable releases
No rolling development
Break down into services and build teams around each service
5,000 commits per month from 500 contributors
Strong centralized review process (two core reviews per patch)
Automated testing to reduce reviewer burden
Having trouble with scaling the team responsible for a single repository
Can't get past 15 or so members on a core team
CULTURE
Group over individual
Egalitarian
Elections
Welcoming to new contributors
Corporate friendly
Not controlled by single company
Lazy consensus
Decentralized design
Uniform tooling/process across projects
CULTURE
OPENSTACK'S 4 OPENS
Open Source, not open core
Open Design
Open Development
Open Community
Lazy consensus
technical governance is a meritocracy
put everything in the public
FACTORS LIMITING GROWTH
Cross project issues
Team size
Single vision
DOCKER
'Github' development model
DOCKER
Release every 2 months from stable branch (master isn't frozen)
Scaling
split into multiple repos
Maintainers / subsystem maintainers
35+ maintainers in Docker
1 ) T h e y s h a r e r e s p o n s i b i l i t y i n t h e p r o j e c t ' s s u c c e s s .
2 ) T h e y h a v e m a d e a l o n g - t e r m , r e c u r r i n g t i m e i n v e s t m e n t t o i m p r o v e t h e p r o j e c t .
3 ) T h e y s p e n d t h a t t i m e d o i n g w h a t e v e r n e e d s t o b e d o n e , n o t n e c e s s a r i l y w h a t
i s t h e m o s t i n t e r e s t i n g o r f u n . "
T h i s " c e l l u l a r d i v i s i o n " i s t h e p r i m a r y m e c h a n i s m f o r s c a l i n g m a i n t e n a n c e o f t h e
p r o j e c t a s i t g r o w s .
BDFL
I d e a l l y , t h e B D F L r o l e i s l i k e t h e Q u e e n o f E n g l a n d : a w e s o m e c r o w n , b u t n o t
a n a c t u a l o p e r a t i o n a l r o l e d a y - t o - d a y . T h e r e a l j o b o f a B D F L i s t o N E V E R G O A W A Y .
. . . t h e B D F L w i l l a l w a y s b e t h e r e , p r e s e r v i n g t h e p h i l o s o p h y a n d p r i n c i p l e s o f t h e
p r o j e c t , a n d k e e p i n g u l t i m a t e a u t h o r i t y o v e r i t s f a t e . T h i s g i v e s u s g r e a t
f l e x i b i l i t y i n e x p e r i m e n t i n g w i t h v a r i o u s g o v e r n a n c e m o d e l s , k n o w i n g t h a t w e c a n
a l w a y s p r e s s t h e " r e s e t " b u t t o n w i t h o u t f e a r o f f r a g m e n t a t i o n o r d e a d l o c k . S e e t h e
U S c o n g r e s s f o r a c o u n t e r - e x a m p l e .
B D F L d a i l y r o u t i n e :
* I s t h e p r o j e c t g o v e r n a n c e s t u c k i n a d e a d l o c k o r i r r e v e r s i b l y f r a g m e n t e d ?
* I f y e s : r e f a c t o r t h e p r o j e c t g o v e r n a n c e
* A r e t h e r e i s s u e s o r c o n f l i c t s e s c a l a t e d b y c o r e ?
* I f y e s : r e s o l v e t h e m
* G o b a c k t o p o l i s h i n g t h a t c r o w n .
CULTURE
Embraces the BDFL
Open source
Open design
Docker the company dominates
Most of the maintainers are docker employees
Automated testing
Be Nice and Encourage diversity and participation
THINGS TO CONSIDER FOR
YOUR OWN PROJECT
There is no one size fits all solution
WHAT DOES OPEN EVEN MEAN?
Open Source
Open Core
Open Design
Open Development
Open Community
TOOLING CONSIDERATIONS
Bug tracking
Review process
Testing
Barrier to entry for new contributors
DCO vs. CLA
Developer Certificate of Origin
Contributor Licensing Agreement
Overall workflow
DEVELOPMENT MODEL COMPONENTS
Communication
Team scaling model
chain of trust model
flat trust model
maintainers
Release cadence
Stabilization periods
Rolling development
CI/CD
Number of artifacts
Decision making process -- Consensus model
Project culture
PROBLEMS SPECIFIC TO OPEN SOURCE
BDFL
Vision
Managing competing interests
Corporate
Consensus model
Trust and Ownership
Team vs individual
First come first serve?
How do you fire someone?
THANK YOU
QUESTIONS?
Slides can be found at jogo.github.io/development-models
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Large Scale Open Source Development Models: A Comparative Analysis

  • 1. LARGE SCALE OPEN SOURCE DEVELOPMENT MODELS A COMPARATIVE ANALYSIS By Joe Gordon
  • 2.
  • 3. WHY Saw OpenStack grow from around 60 developers to over 2,100 developers Unusual development model But how do other projects solve the same problems?
  • 4. WHY IS PICKING THE RIGHT DEVELOPMENT MODEL IMPORTANT?
  • 5. ACCELERATING GROWTH Time till 100 contributors Linux: 1991 - 2 years Linux 2.0 had 190 contributors in 1996 in credits OpenStack: 2010 - 1 year Docker: 2013 - several months over 300 contributors in its first year 200 contributors per month Linux: 1991 - June 2004 (13 years) Debian: 1993 - March 2007 (14 years) OpenStack: 2010 - October 2012 (2 years)
  • 6. ACCELERATING GROWTH Linux, Debian, Docker, OpenStack (clockwise from top left) source: openhub
  • 7. OPEN SOURCE IS BIG BUSINESS Open source is the new standard bodies Balancing corporate interests Linux foundation Gold and Platinum Members
  • 8. PICKING THE RIGHT DEVELOPMENT MODEL CONWAY'S LAW organizations which design systems ... are constrained to produce designs which are copies of the communication structures of these organizations
  • 9. DEVELOPMENT MODELS PROJECTS COVERED Linux Kernel Apache Software Foundation Debian OpenStack Docker
  • 11. LINUX KERNEL Time based release 100-150 subsystem maintainers Chain of trust Decentralized review process Rolling development model
  • 12. CULTURE Chain of trust About the individual Value frankness over politeness Corporate friendly No single company controls Not much automated pre commit testing Failing testing is very bad for author
  • 14. APACHE SOFTWARE FOUNDATION ASF is more of a governance umbrella and culture Separate projects 4,400+ committers 150+ top level projects flat (ish) trust model 'Review then commit' vs. 'commit then review' I n o r d e r t o r e d u c e f r i c t i o n a n d a l l o w f o r d i v e r s i t y t o e m e r g e , r a t h e r t h a n f o r c i n g a m o n o c u l t u r e f r o m t h e t o p . . . e a c h p r o j e c t i s d e l e g a t e d a u t h o r i t y o v e r d e v e l o p m e n t o f i t s s o f t w a r e , a n d i s g i v e n a g r e a t d e a l o f l a t i t u d e i n d e s i g n i n g i t s o w n t e c h n i c a l c h a r t e r a n d i t s o w n g o v e r n i n g r u l e s .
  • 15. CULTURE Lazy consensus Focus is on the team All decisions are team based Focus is on contributors not companies No monoculture Within the ASF we worry about any community which centers around a few individuals who are working virtually uncontested.
  • 17. DEBIAN When its ready, not time based. Notoriously slow Package Maintainers: No review, trust maintainers more
  • 18. CULTURE Rotating leadership (elections) Do-ocracy: An individual Developer may make any technical or nontechnical decision with regard to their own work Open development Independent not 'profit-driven': no imposed decisions by who has money, infrastructure, people no benevolent dictator, no oligarchy It is all about the individual (although individual's can form groups) Territorial
  • 20. OPENSTACK continuous delivery + stable releases No rolling development Break down into services and build teams around each service 5,000 commits per month from 500 contributors Strong centralized review process (two core reviews per patch) Automated testing to reduce reviewer burden Having trouble with scaling the team responsible for a single repository Can't get past 15 or so members on a core team
  • 21.
  • 22. CULTURE Group over individual Egalitarian Elections Welcoming to new contributors Corporate friendly Not controlled by single company Lazy consensus Decentralized design Uniform tooling/process across projects
  • 23. CULTURE OPENSTACK'S 4 OPENS Open Source, not open core Open Design Open Development Open Community Lazy consensus technical governance is a meritocracy put everything in the public
  • 24. FACTORS LIMITING GROWTH Cross project issues Team size Single vision
  • 26. DOCKER Release every 2 months from stable branch (master isn't frozen) Scaling split into multiple repos Maintainers / subsystem maintainers 35+ maintainers in Docker 1 ) T h e y s h a r e r e s p o n s i b i l i t y i n t h e p r o j e c t ' s s u c c e s s . 2 ) T h e y h a v e m a d e a l o n g - t e r m , r e c u r r i n g t i m e i n v e s t m e n t t o i m p r o v e t h e p r o j e c t . 3 ) T h e y s p e n d t h a t t i m e d o i n g w h a t e v e r n e e d s t o b e d o n e , n o t n e c e s s a r i l y w h a t i s t h e m o s t i n t e r e s t i n g o r f u n . " T h i s " c e l l u l a r d i v i s i o n " i s t h e p r i m a r y m e c h a n i s m f o r s c a l i n g m a i n t e n a n c e o f t h e p r o j e c t a s i t g r o w s .
  • 27. BDFL I d e a l l y , t h e B D F L r o l e i s l i k e t h e Q u e e n o f E n g l a n d : a w e s o m e c r o w n , b u t n o t a n a c t u a l o p e r a t i o n a l r o l e d a y - t o - d a y . T h e r e a l j o b o f a B D F L i s t o N E V E R G O A W A Y . . . . t h e B D F L w i l l a l w a y s b e t h e r e , p r e s e r v i n g t h e p h i l o s o p h y a n d p r i n c i p l e s o f t h e p r o j e c t , a n d k e e p i n g u l t i m a t e a u t h o r i t y o v e r i t s f a t e . T h i s g i v e s u s g r e a t f l e x i b i l i t y i n e x p e r i m e n t i n g w i t h v a r i o u s g o v e r n a n c e m o d e l s , k n o w i n g t h a t w e c a n a l w a y s p r e s s t h e " r e s e t " b u t t o n w i t h o u t f e a r o f f r a g m e n t a t i o n o r d e a d l o c k . S e e t h e U S c o n g r e s s f o r a c o u n t e r - e x a m p l e . B D F L d a i l y r o u t i n e : * I s t h e p r o j e c t g o v e r n a n c e s t u c k i n a d e a d l o c k o r i r r e v e r s i b l y f r a g m e n t e d ? * I f y e s : r e f a c t o r t h e p r o j e c t g o v e r n a n c e * A r e t h e r e i s s u e s o r c o n f l i c t s e s c a l a t e d b y c o r e ? * I f y e s : r e s o l v e t h e m * G o b a c k t o p o l i s h i n g t h a t c r o w n .
  • 28. CULTURE Embraces the BDFL Open source Open design Docker the company dominates Most of the maintainers are docker employees Automated testing Be Nice and Encourage diversity and participation
  • 29. THINGS TO CONSIDER FOR YOUR OWN PROJECT There is no one size fits all solution
  • 30. WHAT DOES OPEN EVEN MEAN? Open Source Open Core Open Design Open Development Open Community
  • 31. TOOLING CONSIDERATIONS Bug tracking Review process Testing Barrier to entry for new contributors DCO vs. CLA Developer Certificate of Origin Contributor Licensing Agreement Overall workflow
  • 32. DEVELOPMENT MODEL COMPONENTS Communication Team scaling model chain of trust model flat trust model maintainers Release cadence Stabilization periods Rolling development CI/CD Number of artifacts Decision making process -- Consensus model Project culture
  • 33. PROBLEMS SPECIFIC TO OPEN SOURCE BDFL Vision Managing competing interests Corporate Consensus model Trust and Ownership Team vs individual First come first serve? How do you fire someone?
  • 34. THANK YOU QUESTIONS? Slides can be found at jogo.github.io/development-models Powered by reveal.js