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Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce.
Made available under the CC-BY-3.0
Running a Successful
Open Source Project
Wayne Beaton,
Gunnar Wagenknecht
Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce.
Made available under the CC-BY-3.0
Who we are and why we are here!
Wayne Beaton
@waynebeaton
Director of Open Source Projects
Eclipse Foundation
Gunnar Wagenknecht
@guw
Principal Member Technical Staff,
Salesforce
Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce.
Made available under the CC-BY-3.0
Define “Successful”
Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce.
Made available under the CC-BY-3.0
Understand Open Source
(at least a little)
Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce.
Made available under the CC-BY-3.0
A Typical OSS
Project
Is there such a thing?
Transparency
Openness
Meritocracy
Vendor Neutrality
Code and Documentation
Rules
...
Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce.
Made available under the CC-BY-3.0
People!
Community Roles
Owners
Leaders
Developers/Committers
Contributors
Community Members
… and more
Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce.
Made available under the CC-BY-3.0
Outreach
Brand
Culture
(Moral) Support
…
The values of
communities
Or why do we have them?
Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce.
Made available under the CC-BY-3.0
Open Source
Foundations
Why move your project to a
Foundation?
Vendor neutrality
Governance model
Resources and Services
Marketing
...
Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce.
Made available under the CC-BY-3.0
Build Your Community
Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce.
Made available under the CC-BY-3.0 Image, CC BY 2.0
https://www.flickr.com/photos/jakerust/16811692146/
Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce.
Made available under the CC-BY-3.0
Facilitate Success
● Establish participation rules
● Operate transparently
● Be open to new ideas
● Make building easy
● Make reporting issues easy; respond
● Lower barriers
Stop asking “where’s the patch”
with a snarky tone.
Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce.
Made available under the CC-BY-3.0
Listen
Image, CC BY-SA 2.0
https://www.flickr.com/photos/alanstanton/14712867237/
Don’t use Twitter to
report bugs. Just Don’t.
Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce.
Made available under the CC-BY-3.0
Conferences
Image, CC BY-SA 2.0
https://www.flickr.com/photos/33725200@N00/7018540027/
Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce.
Made available under the CC-BY-3.0Participate in discussions Image, CC BY-SA 2.0
https://www.flickr.com/photos/33725200@N00/416219171/
Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce.
Made available under the CC-BY-3.0
Contribute Code
Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce.
Made available under the CC-BY-3.0
Code
… is about more than code
Bug fixes, new functionality
Coding conventions
License
Intellectual property, copyright
3rd party libraries
...
Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce.
Made available under the CC-BY-3.0
Select your license…
… carefully.
Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce.
Made available under the CC-BY-3.0
Manage Copyright
● Who owns the code?
○ The owner may be the author’s employer (check your contract)
○ Do you assign ownership when you contribute?
● The project itself is likely not a legal entity
● State the license (use SPDX code)
/*******************************************************************************
* Copyright (c) 2017 The Eclipse Foundation, and others.
* All rights reserved. This program and the accompanying materials
* are made available under the terms of the Eclipse Public License v1.0
* which accompanies this distribution, and is available at
* http://www.eclipse.org/legal/epl-v10.html
*
* SPDX-License-Identifier: EPL-1.0
*
* Contributors:
* Wayne Beaton - initial API and implementation
*******************************************************************************/
Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce.
Made available under the CC-BY-3.0
Establish Guides and Conventions
● Put a Contribution guide in your repository
● Coding conventions
● Source code formatting
● Patch size
● Unit tests
● Code comments
● Separate commits/changes (avoid fixing B while working on A)
● Communication & expectations
Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce.
Made available under the CC-BY-3.0
Track Intellectual Property
● How is the project code licensed?
● Who owns the code you wrote?
● Are you allowed to contribute?
● Are you allowed to (re-) license the code you are submitting?
● Use a Contributor (License) Agreement (CLA/CA)?
● Define an intellectual property management process
● What about third party content?
Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce.
Made available under the CC-BY-3.0
Intellectual Property Due Diligence is Hard Work
● License
○ Are the licenses in the contribution compatible with the project license?
● Provenance
○ Did the people who claim to have authored the code actually author the code?
● Integrity
○ Are the license statements valid?
○ Has the license changed?
○ Has code been inappropriately copied?
Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce.
Made available under the CC-BY-3.0
Require a Contributor Agreement/Certificate of
OriginGenerally some combination of:
● The contributor wrote the code
● Contributor has necessary rights to submit the code
● Provided under the terms of the project license
● A public record of the contribution is maintained indefinitely
Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce.
Made available under the CC-BY-3.0
Protect Your Trademark
● Who owns the project/product name?
● Should you register a trademark?
● Foundations hold the name on behalf of the community
○ Prevent any single vendor/individual from dominating the project
● Trademark usage guidelines
● Leverage the brand/grow the value of the brand
Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce.
Made available under the CC-BY-3.0
What we Didn’t Talk About
● Testing
● Support (end user vs. adopter vs. internal)
● Business drivers for getting involved
● Diversity and longevity
Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce.
Made available under the CC-BY-3.0
Why should you care about all of this?
Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce.
Made available under the CC-BY-3.0
Thank you!

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Running a Succesful Open Source Project

  • 1. Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce. Made available under the CC-BY-3.0 Running a Successful Open Source Project Wayne Beaton, Gunnar Wagenknecht
  • 2. Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce. Made available under the CC-BY-3.0 Who we are and why we are here! Wayne Beaton @waynebeaton Director of Open Source Projects Eclipse Foundation Gunnar Wagenknecht @guw Principal Member Technical Staff, Salesforce
  • 3. Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce. Made available under the CC-BY-3.0 Define “Successful”
  • 4. Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce. Made available under the CC-BY-3.0 Understand Open Source (at least a little)
  • 5. Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce. Made available under the CC-BY-3.0 A Typical OSS Project Is there such a thing? Transparency Openness Meritocracy Vendor Neutrality Code and Documentation Rules ...
  • 6. Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce. Made available under the CC-BY-3.0 People! Community Roles Owners Leaders Developers/Committers Contributors Community Members … and more
  • 7. Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce. Made available under the CC-BY-3.0 Outreach Brand Culture (Moral) Support … The values of communities Or why do we have them?
  • 8. Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce. Made available under the CC-BY-3.0 Open Source Foundations Why move your project to a Foundation? Vendor neutrality Governance model Resources and Services Marketing ...
  • 9. Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce. Made available under the CC-BY-3.0 Build Your Community
  • 10. Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce. Made available under the CC-BY-3.0 Image, CC BY 2.0 https://www.flickr.com/photos/jakerust/16811692146/
  • 11. Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce. Made available under the CC-BY-3.0 Facilitate Success ● Establish participation rules ● Operate transparently ● Be open to new ideas ● Make building easy ● Make reporting issues easy; respond ● Lower barriers Stop asking “where’s the patch” with a snarky tone.
  • 12. Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce. Made available under the CC-BY-3.0 Listen Image, CC BY-SA 2.0 https://www.flickr.com/photos/alanstanton/14712867237/ Don’t use Twitter to report bugs. Just Don’t.
  • 13. Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce. Made available under the CC-BY-3.0 Conferences Image, CC BY-SA 2.0 https://www.flickr.com/photos/33725200@N00/7018540027/
  • 14. Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce. Made available under the CC-BY-3.0Participate in discussions Image, CC BY-SA 2.0 https://www.flickr.com/photos/33725200@N00/416219171/
  • 15. Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce. Made available under the CC-BY-3.0 Contribute Code
  • 16. Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce. Made available under the CC-BY-3.0 Code … is about more than code Bug fixes, new functionality Coding conventions License Intellectual property, copyright 3rd party libraries ...
  • 17. Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce. Made available under the CC-BY-3.0 Select your license… … carefully.
  • 18. Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce. Made available under the CC-BY-3.0 Manage Copyright ● Who owns the code? ○ The owner may be the author’s employer (check your contract) ○ Do you assign ownership when you contribute? ● The project itself is likely not a legal entity ● State the license (use SPDX code) /******************************************************************************* * Copyright (c) 2017 The Eclipse Foundation, and others. * All rights reserved. This program and the accompanying materials * are made available under the terms of the Eclipse Public License v1.0 * which accompanies this distribution, and is available at * http://www.eclipse.org/legal/epl-v10.html * * SPDX-License-Identifier: EPL-1.0 * * Contributors: * Wayne Beaton - initial API and implementation *******************************************************************************/
  • 19. Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce. Made available under the CC-BY-3.0 Establish Guides and Conventions ● Put a Contribution guide in your repository ● Coding conventions ● Source code formatting ● Patch size ● Unit tests ● Code comments ● Separate commits/changes (avoid fixing B while working on A) ● Communication & expectations
  • 20. Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce. Made available under the CC-BY-3.0 Track Intellectual Property ● How is the project code licensed? ● Who owns the code you wrote? ● Are you allowed to contribute? ● Are you allowed to (re-) license the code you are submitting? ● Use a Contributor (License) Agreement (CLA/CA)? ● Define an intellectual property management process ● What about third party content?
  • 21. Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce. Made available under the CC-BY-3.0 Intellectual Property Due Diligence is Hard Work ● License ○ Are the licenses in the contribution compatible with the project license? ● Provenance ○ Did the people who claim to have authored the code actually author the code? ● Integrity ○ Are the license statements valid? ○ Has the license changed? ○ Has code been inappropriately copied?
  • 22. Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce. Made available under the CC-BY-3.0 Require a Contributor Agreement/Certificate of OriginGenerally some combination of: ● The contributor wrote the code ● Contributor has necessary rights to submit the code ● Provided under the terms of the project license ● A public record of the contribution is maintained indefinitely
  • 23. Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce. Made available under the CC-BY-3.0 Protect Your Trademark ● Who owns the project/product name? ● Should you register a trademark? ● Foundations hold the name on behalf of the community ○ Prevent any single vendor/individual from dominating the project ● Trademark usage guidelines ● Leverage the brand/grow the value of the brand
  • 24. Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce. Made available under the CC-BY-3.0 What we Didn’t Talk About ● Testing ● Support (end user vs. adopter vs. internal) ● Business drivers for getting involved ● Diversity and longevity
  • 25. Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce. Made available under the CC-BY-3.0 Why should you care about all of this?
  • 26. Copyright ⓒ 2016, 2017 The Eclipse Foundation and Salesforce. Made available under the CC-BY-3.0 Thank you!