Open Systems, Innovation, and
       Competitiveness



         International Scientific Conference
“Research&Development as the Basis for Innovation in
          Creating the Competitive Region“
     Podgorica, Montenegro, 12—13 Nov. 2010


              Dr. rer. nat. Hellmuth Broda
              Dr. Hellmuth Broda Consulting, Basel
                                                       1
What Everybody Tells You




 10.3.2010   © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com   2
Three Faces of Open


                                    Open                                                Open
  Open
                                   Systems                                            Standards
 Source
                                      =                                                   =
    =                                                                            Competitiveness
Opportunity                         Inter-                                             (for industry)
    (for developers)              operability                                          and Choice
                                                                                        (for users)
                                       (for industry)




10.3.2010              © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com                     3
Who Benefits?

            Open Source
                                       =
            Opportunity
              (for developers)
10.3.2010   © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com   4
What is Open Source?
Using Shared Resources to Solve Needs and Create
  Wealth
• Distribute binaries and source code
• Freely modifiable and re-distributable
• Non-discriminatory
• Consensus driven projects
• Meritocracy
• Peer review and public discussion
• OK to make money - but not for access to code


10.3.2010     © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com   5
Joy's Law

            Innovation will happen,
               and it will happen

              Somewhere Else
                                                                 Bill Joy
                                                          Aspen Institute
10.3.2010        © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com     6
Open Source in a Nutshell
 A community of developers
     • Learning from each other
     • Sharing a code commons
     • Protecting the commoms
     • Creating “wealth” from
       the commons
     • Enriching the commons
       in the process
  The guild model re-discovered?
  Using the commons, the young can “stand on the
      shoulders of the elders”
  “Wiki” for softwareHellmuth Broda Consulting -- www.hellmuthbroda.com
10.3.2010           © 2010 Dr                                              7
But ...
             Open Source
                relies on
             Open Systems
            (and Open Standards)
                   for
             Interoperability
10.3.2010     © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com   8
Who Benefits?


            Open Systems
                   =
            Interoperability
                   (for industry)
10.3.2010      © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com   9
What Are Open Systems?

  Published interfaces enable interoperability
  Third parties can compete with a different
   implementation
  permit different implementation of identical
   functionalities
  enable some degree of exchangeability
  can be manufacturer specific
  use of the interface can require royalty
   payments to the manufacturer
10.3.2010        © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com   10
Characteristics of Open Systems
                   Everything necessary to do
                    the job is defined and
                    published
                   No need to escape to use
                    proprietary facilities
                   No undocumented features,
                    no insider tips & tricks
                   Modules can be exchanged
                    (integrateability)
10.3.2010   © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com   11
Who Benefits?

            Open Standards
                  =
            Competitiveness
                      (for industry)
               and Choice
                           (for users)
10.3.2010    © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com   12
Standards in Other Infrastructure Projects

 Railroads have standards for rail gauges
 Roads need standards to ensure smooth
  traffic
 Ports have standards to ensure smooth flow
  of ships
 Airports have standards to ensure aircrafts
  do not crash
 Even the sewerage system has a plethora
  of standards including the size of the
  manholes
10.3.2010       © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com   13
Open Standards are Open
                     if they:
   
        Are created and modified through open
        participation in a widely-recognized vendor-
        neutral industry forum,
   
        Are available to anyone for implementation
        and use on a royalty free basis, and
   
        Have no intellectual property
        encumbrances on their use.


10.3.2010          © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com   14
Special Case of Open Standard:

            Open Format
                 =
              Access
                 (For Posterity)
10.3.2010     © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com   15
The Problem: Permanent
                  Information Loss
   Let us learn from the
   disasters that
   affected the Library
   of Alexandria
   Where we lost the

   knowledge of the
   world from that time


Fires and other destructions have been reported
from 48 BC (Cesar), 275 AD (Aurelian), 391 AD
(Theophilus), 642 AD (MuslimDrconquest) –
  10.3.2010               © 2010 Hellmuth Broda Consulting -- www.hellmuthbroda.com   16
Source: Wikipedia
What is OpenDocument Format
             (ODF)?
 Open standard specification for displaying and storing data
  files
 Only available open, vendor-neutral, standardized format for
  office applications
 Can be implemented by any document processing
  application vendor
 Provides access to documents, independent of the
  applications that created them
 Approved by OASIS in May 2005
 Approved by ISO for international standardization on May 4,
  2006
 10.3.2010         © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com   17
An Open Format is OPEN,
                     if it is:
  Based on an underlying open standard
  Developed through a publicly visible,
   community driven process
  Affirmed and maintained by a vendor-
   independent standards body
  Fully documented and publicly available
  Without proprietary extensions


10.3.2010        © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com   18
Summary
            Open Source, Open Systems, Open
             Standards and Open Formats will
                     pave the way to
                  Digital Sustainability




10.3.2010          © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com   19
THANK YOU
  FOR YOUR
  ATTENTION


Dr. Hellmuth Broda
hb@hellmuthbroda.com
Presentation download from:
   www.hellmuthbroda.com/downloads/

  10.3.2010               © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com   20

Open Systems, Innovation and Competitiveness

  • 1.
    Open Systems, Innovation,and Competitiveness International Scientific Conference “Research&Development as the Basis for Innovation in Creating the Competitive Region“ Podgorica, Montenegro, 12—13 Nov. 2010 Dr. rer. nat. Hellmuth Broda Dr. Hellmuth Broda Consulting, Basel 1
  • 2.
    What Everybody TellsYou 10.3.2010 © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com 2
  • 3.
    Three Faces ofOpen Open Open Open Systems Standards Source = = = Competitiveness Opportunity Inter- (for industry) (for developers) operability and Choice (for users) (for industry) 10.3.2010 © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com 3
  • 4.
    Who Benefits? Open Source = Opportunity (for developers) 10.3.2010 © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com 4
  • 5.
    What is OpenSource? Using Shared Resources to Solve Needs and Create Wealth • Distribute binaries and source code • Freely modifiable and re-distributable • Non-discriminatory • Consensus driven projects • Meritocracy • Peer review and public discussion • OK to make money - but not for access to code 10.3.2010 © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com 5
  • 6.
    Joy's Law Innovation will happen, and it will happen Somewhere Else Bill Joy Aspen Institute 10.3.2010 © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com 6
  • 7.
    Open Source ina Nutshell  A community of developers • Learning from each other • Sharing a code commons • Protecting the commoms • Creating “wealth” from the commons • Enriching the commons in the process  The guild model re-discovered?  Using the commons, the young can “stand on the shoulders of the elders”  “Wiki” for softwareHellmuth Broda Consulting -- www.hellmuthbroda.com 10.3.2010 © 2010 Dr 7
  • 8.
    But ... Open Source relies on Open Systems (and Open Standards) for Interoperability 10.3.2010 © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com 8
  • 9.
    Who Benefits? Open Systems = Interoperability (for industry) 10.3.2010 © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com 9
  • 10.
    What Are OpenSystems?  Published interfaces enable interoperability  Third parties can compete with a different implementation  permit different implementation of identical functionalities  enable some degree of exchangeability  can be manufacturer specific  use of the interface can require royalty payments to the manufacturer 10.3.2010 © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com 10
  • 11.
    Characteristics of OpenSystems  Everything necessary to do the job is defined and published  No need to escape to use proprietary facilities  No undocumented features, no insider tips & tricks  Modules can be exchanged (integrateability) 10.3.2010 © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com 11
  • 12.
    Who Benefits? Open Standards = Competitiveness (for industry) and Choice (for users) 10.3.2010 © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com 12
  • 13.
    Standards in OtherInfrastructure Projects  Railroads have standards for rail gauges  Roads need standards to ensure smooth traffic  Ports have standards to ensure smooth flow of ships  Airports have standards to ensure aircrafts do not crash  Even the sewerage system has a plethora of standards including the size of the manholes 10.3.2010 © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com 13
  • 14.
    Open Standards areOpen if they:  Are created and modified through open participation in a widely-recognized vendor- neutral industry forum,  Are available to anyone for implementation and use on a royalty free basis, and  Have no intellectual property encumbrances on their use. 10.3.2010 © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com 14
  • 15.
    Special Case ofOpen Standard: Open Format = Access (For Posterity) 10.3.2010 © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com 15
  • 16.
    The Problem: Permanent Information Loss Let us learn from the disasters that affected the Library of Alexandria Where we lost the knowledge of the world from that time Fires and other destructions have been reported from 48 BC (Cesar), 275 AD (Aurelian), 391 AD (Theophilus), 642 AD (MuslimDrconquest) – 10.3.2010 © 2010 Hellmuth Broda Consulting -- www.hellmuthbroda.com 16 Source: Wikipedia
  • 17.
    What is OpenDocumentFormat (ODF)?  Open standard specification for displaying and storing data files  Only available open, vendor-neutral, standardized format for office applications  Can be implemented by any document processing application vendor  Provides access to documents, independent of the applications that created them  Approved by OASIS in May 2005  Approved by ISO for international standardization on May 4, 2006 10.3.2010 © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com 17
  • 18.
    An Open Formatis OPEN, if it is:  Based on an underlying open standard  Developed through a publicly visible, community driven process  Affirmed and maintained by a vendor- independent standards body  Fully documented and publicly available  Without proprietary extensions 10.3.2010 © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com 18
  • 19.
    Summary Open Source, Open Systems, Open Standards and Open Formats will pave the way to Digital Sustainability 10.3.2010 © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com 19
  • 20.
    THANK YOU FOR YOUR ATTENTION Dr. Hellmuth Broda hb@hellmuthbroda.com Presentation download from: www.hellmuthbroda.com/downloads/ 10.3.2010 © 2010 Dr Hellmuth Broda Consulting -- www.hellmuthbroda.com 20