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| What is FOSS, and why FOSS? |
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Free and open-source software (FOSS) has gradually evolved from the disjointed efforts of a few early pioneers to a global movement with a substantial technical and commercial base with political overtones, especially to developing countries. The success of the FOSS program has arisen primarily from the fact that it has been able to successfully cater to both developers and users of software, as summarized below: (1) Generators of FOSS, namely developers. Part of the motivation that FOSS provides to programmers is the capability to initiate and manage small as well as large projects outside the corporate environment, some involving hundred or more people world-wide. The projects range from the OS kernel itself to cutting-edge applications. Another motivating consideration is the wide exposure that FOSS projects give to designers. Some exponents such as Torvalds and d'Icaza are even known to the general public, but it is the respect of their peers for their technical and project skills that empowers the majority of FOSS contributors. (2) Consumers of FOSS, which includes developers, commercial users as well as the general public. Early successes of FOSS, namely editors and the gcc compiler and library suite, were leveraged by programmers to generate window managers, stacks, system and network applications, productivity suites, as well as graphical and other user applications. Such a broad variety of software is needed for a complete OS distribution that can compete with those from commercial vendors. The success and technical viability of the FOSS program can be gauged from the fact that Linux, a FOSS kernel, is rapidly becoming the preferred choice for critical back-end and network servers in commercial organizations. In developing countries, in particular, the stability of FOSS distributions has enabled low-cost deployment of sophisticated IT infrastructure. FOSS clearly provides access to excellent primary sources for learning material for students, while the transparency of the technology has re-invigorated the technological and philosophical debate on private vs. public right of access to information. Throughout, the FOSS movement has been both the technical backbone as well as the main beneficiary of the exponential growth of the Internet, especially in developing countries. Portions
of this document are derived from the UNCTAD E-commerce and Development
Report 2003, a comprehensive overview of FOSS. I. Introduction
Free and open-source software (FOSS) challenges our preconceptions about how software is used, produced and distributed. The software industry today generates yearly revenues in excess of $300 billion. FOSS is software that has made its source code free and public and allows – perhaps even motivates – users to change the source code and redistribute the derivative software. While liberating the source code is a goal in itself, FOSS encourages, or even obliges, programmers to give other programmers and users those same freedoms and opportunities Free code supports broad collaborative development in software production, better porting with other programs produced by independent programmers, and the customization of software to meet different commercial, regulatory and cultural requirements. Most importantly, in particular for developing countries, FOSS allows tomorrow’s experts and information technology leaders to acquire skills and advance their knowledge rapidly. The UNCTAD E-commerce and Development Report 2003 presents a comprehensive overview of the FOSS phenomenon and explains why it is important for governments, business and civil society to seriously and openly debate and consider the benefits of a positive and pro-active approach to FOSS. Parts of the material below have been taken from this document. FOSS is a type of software as well as a methodology, a philosophy and a movement. The defining institutions are the Free Software Foundation (FSF) and the Open Source Initiative (OSI). The FSF uses the term "free software", while the OSI coined the term "open source software". They approach FOSS issues differently and plentiful information and exact definitions can be found on their websites: II. Some FOSS Systems and tools Systems: Operating systems written in FOSS have mushroomed in the last decade. Apart from commercially important ones such as Linux and BSD, there are a large number of open implementations of OS variants (Be, Nextstep). The X Windows system itself is open, a FOSS Motif clone is available, and open window managers have progressed from twm to full environments such as KDE and Gnome. An interesting cross-OS example is the Wine project. Networks are currently synonymous with systems, and the core BSD stack for TCP/IP has been highly optimized for performance. A large number of stacks for other network protocols, including 802.xx, are available in FOSS. The backbone of net mail, namely sendmail, has always been open. Device driver development has sustained the growth of FOSS. Although there still remain holdouts in specialized hardware, all major PC-based devices have FOSS drivers. Many embedded systems now incorporate FOSS based OS's. Tiny OS is a good example of an open micro-OS for sensor networks. Programming Tools: There are a large number of tools available in open source. Compilers exist for almost every programming language, including procedural languages such as C and Java; extended scripting languages such as Perl and Python; inferential languages such as Prolog and functional languages such as LISP. Compilers for languages such as Lex and Yacc are also available. Beginning with Emacs, there are now a large number of text editors, many extensible. From 2000, there have a number of IDE's also available in FOSS, with Eclipse being a good example. Utilities: Gimp is a good stand-in for Photoshop-like capabilities. Vector graphing tools such as Sodipodi are also available. Pine is an established open client, and Evolution and Thunderbird are modern-day UI-based clients. Open IM clients are freely available. The Mozilla effort has culminated today in Firefox. Parallel computing: PVM and MPI implementations have been available from the outset as FOSS. The advent of Linux-based Beowulf clusters marked the onset of cheap parallelism, and MOSIX is a good example of distributed computing. FOSS today has seized a good part of this aspect of high-end computing. Scientific applications: Scilab, xmgrace and xfig are standard FOSS tools for scientists and engineers. LINPACK has always been open, and FOSS symbolic manipulation packages are available. Many key biological applications are open, from BLAST in bioinformatics to NIH ImageJ for manipulation of biological images. As another example, GRASS is an open tool for GIS data. Other examples: Vorbis pioneered efforts for open codecs for streaming audio and video beginning with Ogg. Applications Office tools: A suite of office tools that includes applications such as, word processor, presentation, spread sheet, database etc. is a basic requirement. The open source community has developed several tools including Open Office, Abi Word, KOffice and so on. Some of these tools, Open Office for example provides compatibility with proprietary software that helps the users to continue to use the older documents created. The open source community is also active in localizing these office tools and bringing their local language versions, where by the users have the complete interface in local language. BharateeyaOO is a noteworthy initiative in localising the Open Office in Indian languages. Currently Hindi and Tamil versions of the Open Office have been completed and made available for the users. e-Commerce tools: The e-Commerce is one of the most important developments after the proliferation of the web. Several tools are required to setup an e-Commerce portal and not all companies that want to sell their products through the web can afford to either develop their own tools or spend huge money on proprietary software. The FOSS community again gives the helping hand. Zen cart, OSCommerce and XT-Commerce are few of the e-Commerce software used widely. These tools include cart management and content management modules including the database and query functionalities for managing the content. All these tools also provide options for integration with 3rd party payment gateways. e-Governance: Electronic governance is becoming the mantra of the government bodies worldwide. E-Governance makes the task of G2C (Government to Citizen) interactions fast, easy and hassle free apart from avoiding the red-tape and corruption. Several e-Governance projects have been initiated in the recent past both in India and abroad and have resulted in significant benefits. Open-source based e-Governance initiatives offer cheap solution, as compared to proprietary solutions, to the governments with substantially reduced cost, thus saving the tax payer’s money. Open source has again proved its worth by making available several applications including Document Management Systems (DMS) – KnowledgeTree, DocMgr etc., database - Postgresql, MySQL, Knowledge Management systems - Owl etc. Library Management & Electronic Library: Several OS applications have been developed that provide an integrated platform for digital libraries. Greenstone Digital Library Software (GDLS), Koha, Emilda, Obiblio are few of the popular library management systems. All these library management applications provide functionalities such as OPAC, catalouging, circulation, Acquisition etc. Internationalisation and Localisation: Internationalisation is an activity to ensure that different formats and protocols do not create barriers for languages, writing systems, character codes and other local conventions. Babel, Mozilla internationalisation etc. are few of the popular efforts in internationalisation. Localisation refers to the process of adapting a product or service to a particular language, culture, and desired local. Several projects worldwide are being localized to suit the local language and culture. The important aspect about the open source movement is that both internationalization and localization are made easy. The attached Table gives a summary of relevant information Table: Some common Commercial software and their equivalent FOSS option
Business use of GNU/Linux Over half of the large enterprises expected increases of up to 25% in the number of GNU/Linux users, while nearly 20% expected increases of over 50%. In small companies, over one third felt that GNU/Linux usage would expand by 50%. The most important factors identified that drove these decisions were reliability, lower price, speed of applications, and scalability (Zona Research study). The global top 1000 Internet Service Providers expect GNU/Linux use to increase by 154%, according to Idaya’s survey conducted January through March 2001. A survey conducted by Idaya of the global top 1000 ISPs found that they expected GNU/Linux to grow a further 154% in 2001. Also, almost two thirds (64%) of ISPs consider the leading open source software meets the standard required for enterprise level applications, comparable with proprietary software. A 2002 European survey found that 49% of CIOs in financial services, retail, and the public sector expect to be using OSS/FS. OpenForum Europe published in February 2002 a survey titled Market Opportunity Analysis For Open Source Software. Over three months CIOs and financial directors in financial services, retail and public sector were interviewed for this survey. In this survey, 37% of the CIOs stated that they were already using OSS/FS, and 49% expected to be using OSS/FS in the future. It is quite likely that even more companies are using OSS/FS but their CIOs are not aware of it. Perceived benefits cited included decreased costs in general (54%), lower software license cost (24%), better control over development (22%), and improved security (22%). An Evans Data survey in 2004 found that 1.1 million developers in North America were working on OSS/FS projects. Evans Data’s North American Developer Population Study examined the number of software developers using various approaches. It found that more than 1.1 million developers in North America were spending at least some of their time working on Open Source development projects. A 2004 InformationWeek survey found that 67% of companies use OSS/FS products, with another 16% expecting to use it in 2005; only 17% have no near-term plans to support OSS/FS products. Of those companies using OSS/FS, they found that 42% of companies implement production database operations using OSS/FS, with 33% more considering it; only 25% are not using or considering OSS/FS for production database use A Japanese survey found widespread use and support for GNU/Linux; overall use of GNU/Linux jumped from 35.5% in 2001 to 64.3% in 2002 of Japanese corporations, and GNU/Linux was the most popular platform for small projects. The most interesting results are those that discuss the use of Linux servers in user enterprises, the support of Linux servers by vendors, and Linux server adoption in system integration projects. Linux servers are the fastest growing category from last year. The average units of server per enterprise increased by 2.5-fold from 5.3 units to 13.4 units. Linux is already a major OS when compared with its competitors. There is an increasing rate of Linux server adoption in system integration projects. GNU/Linux servers are No.1 (62.5%) in small projects less than $24,000, and GNU/Linux has grown in larger projects more than $400,000 US from 20.0% to 39.0%. In projects over $800,000 US, Linux is adopted by 24.4% of the projects (mainly as a substitute for proprietary Unix systems). 49.3% of IT solution vendors support Linux in Japan. The European FLOSS study found significant use of OSS/FS. The large report Free/Libre and Open Source Software (FLOSS): Survey and Study, published in June 2002, examined many issues including the use of OSS/FS. This study found significant variance in the use of OSS/FS; 43.7% of German establishments reported using OSS/FS, 31.5% of British establishments reported using OSS/FS, while only 17.7% of Swedish establishments reported using OSS/FS. In addition, they found that OSS usage rates of larger establishments were larger than smaller establishments, and that OSS usage rates in the public sector were above average. To know more about these--
FOSS is often used in mission-critical environments. Many industry standard applications are in fact open-source programs. Following is a list of selected notable open-source programs. A comprehensive list of FOSS software can be found at the UNESCO and UNDP websites. There are many web sites that host FOSS development or catalogue FOSS programs. sourceFORGE.net and freshmeat.net are among the more popular. Firefox,
Camino and Mozilla are FOSS Internet web browsers and
are all part of the Mozilla project that was established after Netscape
opened the source code for its browser in 1998. Mozilla is a comprehensive
suite that includes an email client and a HTML web-page design application.
Firefox is the new stripped-down browser that aims to be just
a fast and efficient browser. The email and webpage design applications
from Mozilla are being carried forward by the
Thunderbird and
Nvu projects. The
open-source Web server software Apache, which sends Web pages
to the computer of someone accessing a web site, has dominated its market
segment since 1996 and now holds at least twice the market share of
its nearest competitor. GNU/Linux
has long been popular as an operating system running computers that
perform as Web servers. Recent surveys show that GNU/Linux runs 29.6
per cent of Web servers. In the last few years GNU/Linux has increasingly
penetrated both the high and low ends of the enterprise market for server
operating systems. GNU/Linux readily runs on Intel/AMD type PCs, while
versions for other hardware have been developed as well. To install
GNU/Linux, one must have a "distribution". You can buy a CD,
download or make a distribution.
Linux Online is just one website with comprehensive information,
FAQs and links. However, there are many professional and amateur online
resources for GNU/Linux that may be explored and used. The
BSD/OS/FreeBSD/NetBSD/OpenBSD families of operating systems
are UNIX-based, free/open-source operating systems similar to GNU/Linux.
Developed at the University of California-Berkeley in the 1970s, BSD
is considered one of the most secure and stable operating systems and
runs a large percentage of Internet servers. The core of Apple’s Macintosh
operating system,
Darwin, is based on FreeBSD and has remained in the open-source
realm. GNU
was the predecessor of GNU/Linux. It is a free version of UNIX tools
created by Richard Stallman in 1984. GNU stands for “GNU is not UNIX”. Sendmail
is a free/open-source programme used for routing approximately 40 per
cent of the email that travels over the Internet. Perl
(Practical Extraction and Report Language) is a scripting language freely
available for UNIX, MS/DOS, Macintosh, OS/2 and GNU/Linux, among others.
Perl has powerful text-manipulation functions and is used extensively
for programming Web electronic forms, and generally for generating interfaces
between systems, databases and users exchanging data on the Internet. BIND
(Berkeley Internet Name Domain) is a free/open-source programme that
allows Internet domain names to be entered as text-based names instead
of as IP addresses, or series of numbers, making it easier for users
to reach sites on the Internet. The
Beowulf Project is a method of connecting computers to form a high-performance
computer (Beowulf cluster) that approaches "super-computer"
performance. Since a Beowulf cluster can be developed from common, off-the-shelf
computers utilizing FOSS, a Beowulf cluster "super-computer"
can be built and implemented at a fraction of the cost of other systems
with similar computing capacity. OpenOffice.org
is a software suite that provides basic office and administrative automation.
An offshoot of Sun Microsystems’ StarOffice, OpenOffice runs on all
major operating systems, including MS Windows, as its cross-platform
functionality is based on open XML standard file formats. GNOME
and KDE are desktop graphic user-interfaces that run on top of
GNU/Linux and UNIX, providing user-friendly computing to the non-programmer
open-source community. MySOL
and Postgres are database servers. The
Gimp is a graphics programme widely distributed with GNU/Linux.
A version for the Windows operating system also exists. It is sometimes
called "free photoshop". III. Country initiatives
What follows is a selective overview of developments in FOSS policy and practice in developing countries. Developments in developed countries have been left out as these are easier to find and are better known as they typically receive better press coverage. Argentina Brazil Canada China India Malaysia Pakistan Peru The
Philippines Republic
of Korea South
Africa Thailand Viet
Nam
IV. Organizations and associations
International and regional
FOSSAP - Free and Open Source Software Asia-Pacific
FOSSFA - Free Software and Open Source Foundation for Africa
FSFE - Free Software Foundation Europe
AFUL - L'Association Francophone des Utilisateurs de Linux et des logiciels
libres
European Working Group on Libre Software
Free Software and the WSIS process: Free Software Foundation for Europe
Portal National and local
Argentina: Software Libre Argentina (SOLAR)
Austria: Verein zur Förderung Freier Software
Belgium: Association Electronique Libre
Brazil Software Livre
Brazil: Comitê de Incentivo e Produção do Software GNU e Alternativo
(CIPSGA)
Chile: Software Libré Chile
Columbia: Comunidad de Usuarios de Software Libre en Colombia (Colibrí)
FSF France
India: Free Software Foundation of India
Indonesia Open Source Contributors Group
Italy: Pluto Group
Japan Open Source Development Network
Korea, Republic of: GNU Korea
Macedonia (FYR): Free Software Macedonia (needs ISO 8859-5 character
set to view)
Peru: Asociación Peruana de Software Libre (APESOL)
Spain: GNU España
Sri Lanka: Lanka Linux User Group (LKLUG)
United Kingdom: Yemen:
Yemeni FreeSoftware & OpenSource Association (YFOSA) V. Selected publications
The listed documents have an economics and policy orientation; they are not technical how-to's for using FOSS. A number of writings by Stallman and Raymond, the main thinkers behind the Free Software and Open Source movements, are also listed.
Free/Libre and Open Source Software: Survey and Study
What good is free software?
An empirical look at software patents
Open-source software in e-government
Open source software: Perspectives for development
A Collaborative Fact Finding Study on Open Source Software in Canada
Politics and programming: Government preferences for promoting open
source software
GNU General Public License, v. 2.0
The Free Software Definition
Cooking pot markets: An economic model for the trade in free goods and
services on the Internet
Licence fees and GDP per capita: The case for open source in developing
countries
Free Software and WSIS: Civil Society reference paper on Free Software
and its impact on the World Summit on the Information Society
The economics of open-source networks
Collaborative development of open content: A process model to unlock
the potential for African universities
Economics of Linux Adoption in Developing Countries
Open source software as lead user’s make or buy decision: A study of
open and closed source quality
Code, culture and cash: The fading altruism of open source development
The simple economics of open source
The open source movement: Key research questions
Open source baselines: Compared to what?
Open Sources: Voices from the Open Source Revolution
Economics of open source software
The revenge of the hackers
The Open Source Definition
The magic cauldron
The cathedral and the bazaar
The GNU operating system and the free software movement
Free as in freedom
Free and open source software: Implications for ICT policy and development
Free and open source software: Policy and development implications | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||