Open Source Ethics: Cathedral vs Bazaar
Open Source Ethics: Cathedral vs Bazaar
4
THE CATHEDRAL
AND THE
CHAPTER
BAZAAR
What is Ethics
LE AR NI NG OUTCOMES
By the end of this chapter, you should be able to:
6. Differentiate the direction that Linus took to establish Linux as a successful project;
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13. Explore the sharpness of Bill Gates and Microsoft in IT global business hegemony;
15. Explore examples of new OS models brought to the fore by other players; and
INTRODUCTION
One analyst in [Link] did describe software engineering as an old cottage indus-
try of hand-stitching. It is unlike modern technology of say car-making or even bread making,
where you can mass produce the same thing repetitively.
Software seems to be non-repetitive or is too complex to be thought of that way. You would see
coders sitting at desktops all day typing and typing. When they test their software they will go
back to some more stitching.
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The problem arises when they pass their work to another person for review or repair. That new
person has to read again the whole code to understand what is going on. Building a bridge is
much simpler because you can see the bridge taking shape. Another engineer can come in and
immediately see what is wrong and continue work. Not necessarily so with software. Hide it
and the programmer is king. Your life depends on him or her.
The idea of open source and free sharing of codes among programmers seems to solve this
invisible black box syndrome. Having more eyeballs looking at the same code and developing
it together is not only better for quality sake, but also enjoyable as a social undertaking. Many
of us appreciate each other’s work in the open and began to show respect depending on which
line of code he or she writes.
However proprietary companies that own the codes and the effort that goes into it will lock it
up and impose NDA (Non-Disclosure Agreement) on the coders so that the codes are not shared
outside the company. This can hamper its natural growth. Such a manner of managing code is
described as the Cathedral approach where control is centralised and not as fast evolving as
the former description of the Bazaar approach. However the Bazaar way is noisy, chaotic and
unpredictable, but somehow it created a wonder such as Linux and ADempiere.
You would remember during college school days where you not only share information and
homework with your friends but also do projects together. Software development has always
started as a university ground project and it does well that way. With the web, it is now so much
easier to work together in an open manner, sharing codes and bug fixes. Coupled with Open
Source projects, it can mean a new future for ERP practitioners, as well as a threat to proprietary
ones such as SAP as shown in Figure 4.1.
Netscape releases
GNU GPL was born the Navigator
Source Code
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If I am to ask you, “Which comes first, The software or the patent?”, of course you can guess
correctly. It was described as part of a hippie culture in the 1970’s in US university circles,
where everything is shared.
It was natural to just ask a friend for the hacking code that he managed to crack and of course
your friend would want to show off rather than ask you to pay some fee for giving it to you.
You would in turn help him or her back, as this is all a natural part of campus life. You and your
friends.
If you can patent and lock up something to force people to pay for reusing it, you would be rich.
This happens with free software and happens well because software been digital is handled at
very low costs for copying and storage.
At first you would want to recover your cost of making the software. But as more copies are
made at zero cost thanks to the web where users can download, as you charge every single extra
download, you are making extra money out of thin air. Figure 4.2 shows software download
and installation.
Bill Gates, the founder of Microsoft was already the richest man just by enjoying the royalties
from each copy of Microsoft that sits on millions of desktops. At every virtual upgrade that us-
ers today do on their own via the web Microsoft gets richer without working further.
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Not everyone took it sitting down, least of all a self-made evangelist on free Software named
Richard Stallman. He argued that software is not something that you can develop in a closed
commercial setting but in a free as in freedom of speech principle. His fierceness in defending
such a principle has led many to look at him as free software’s true prophet. Figure 4.3 shows
Richard Stallman.
Richard Stallman’s truthfulness even extend to taking on Open Source as a false prophet. He
regards licensing other than the GPL type as trying to let the evil arm of commercialisation
creep into free software domain.
This is where Linus Torvalds, the creator of Linux finds it as getting a bit too far. For Linus he
doesn’t care what people do to the software, as long as he has his. For Stallman, it really matters
till the extend that when he introduced GPL version 3 which trespasses even onto Digital Rights
Management’s territory, much controversy erupts.
People are concerned that being free should also allow freedom to make money easily with
software such as making commercial deals that put closed and non-free elements within the
software.
This fine line between the two looks like a long religious one. Even the combination acronym
FOSS that stands for Free and Open Source Software is not accepted by Stallman.
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In our ERP project we are both pragmatic as well as community conscious. We like the GPL
version 2 license in ensuring that no one can close back the codes that are already there for us
to work on. At the same time we like the practitioners make money in whatever way they can
without infringing that license and its spirit.
It is not a smooth journey even so and there has been long debates over its salient points. I
believe such a debate will crop up again and again and we just have to be accommodating to
views from both sides. We are highly conscious of respecting authors and real contributors in
whatever form. We are also allergic to those who use Open Source as a marketing ploy. For now
we are staying put at GPL version 2 as shown in Figure 4.4.
Strong
GPLv2
Copylefts
SELF-CHECK
1. Name 2 ways you would use to make money out of free software?
2. Why Richard Stallman does not agree with the term FOSS?
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ACTIVITY
1. Here is an interesting thread to research
[Link]/ blog/ archives/ [Link]
Email sent to: trifonnt at yahoo dot com, mar9000 at gmail dot com,
lo1mbardo at mayking dot com, red1 at red1 dot org, robeklein at gmail
dot com, zpshen at gmail dot com, carlos dot ruiz at globalqss dot com,
alejandro dot falcone at gmail dot com, fernando dot jimenez at eevolu-
tion dot com dot mx, miguel dot jimenez at e-evolution dot com dot mx,
oscar dot gomez at e-evolution dot com dot mx, lancona at 4layer dot it,
mquezada at bodevidrio dot com, ramiro dot vergara at o”consulting dot
com.
Hi Guys!
Compiere, a project with edge technology where everyone can share their
ideas, with license GPL, where the problems of the end users are listened,
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THE CATHEDRAL AND THE BAZAAR l CHAPTER 4
where I can integrate my job with the job of others, where the requirements
of my clients are taken into account, where my clients feel a real support, in
summary something to be improved.
Is for that reason that I dare to invite everyone interested in this proposal, with
a big desire of working and to support this dream together.
PD: I will appreciate that you keep this document for yourself, until have ev-
erybody feedback.
Andrew Tanenbaum created a classroom version of Unix, called Minix to teach his students.
Linus Torvalds, a student at that time, improved it and called it Freax. His original intention
seems to be just pure creativity with a social itch. It gained traction on the web, and an ISP op-
erator in Germany stored it so that more can access it and called it Linux. Linux became very
successful and Linus was shot to fame. However Professor Tanenbaum has issues with how
Linux is been hailed.
It all began in August 25, 1991 when a 21 year old Computer Science student of the University
of Helsinki posted to the Minix news group about his free version of a Minix look-alike with
some extra features. From there he began to lobby for more interest to fill the apparent vacuum
and need for a real Operating System that is similar to Unix but free. Figure 4.5 shows minix
source code directory.
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SMX
etc mm inet
editline math
Software idealism got the better of the Minix creator when Professor Andrew Tanenbaum wrote
to Linus, “I still maintain the point that designing a monolithic kernel in 1991 is a fundamental
error. Be thankful you are not my student. You would not get a high grade for such a design”.
Linus wrote back, your job is being a professor and researcher. That’s one hell of a good excuse
for some of the brain-damages of Minix. Figure 4.6 shows Professor Andrew Tanenbaum vs
Linus Torvalds.
vs
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As you probably guess what I have been telling you all this while, humans love conversations
and of course to listen to a good story. Linus and Linux provide a fantastic story. Coupled with
initial starting code, the world community of hackers and enthusiasts soon converge on the
project and gave it a quantum leap into legend.
Linus was soon attributed with famous sayings such as “With enough eyeballs, all bugs are
shallow”, “Release Early, Release Often” and “Show me the codes”. This is shown in Figure
4.7.
This is a very true assumption from Linus as far as the ADempiere project is concerned. Many
more bugs were solved in fast progression in our project as many parties downloaded and tested
our software on a round the clock basis. You can see from our bug trackers how it would not
have been possible for a small software company to do that. It would have cost us millions in
salaries to do what we did the last few years.
The bugs were solved freely because each user has its own installation which they are already
paid to do, and so by contributing the remedy back they are actually saving themselves the ef-
fort to solve again the same bug in future releases. So such collaboration is a bigger sum than
all the individual pair of eyeballs.
That is why for an Open Source project it is not only highly important that source codes are
available but also commitable in return. The fault with Compiere is that even though you can
download it but you are not given commit rights to write back any bug you solved as shown in
Figure 4.8.
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This sometimes goes against the grain of developers as they may be reluctant to commit some-
thing that is not working yet. But the whole point is to allow more and better minds work to-
gether on it, faster.
In our ADempiere project this sometimes raises controversy. Since ERP is complex and ERP
software is even more complex, any release that is not well done or has gone through some
basic testing will be considered dangerous. It would be regarded as a damaging or destabilis-
ing action which can receive inflammatory remarks from another strong committer. Figure 4.9
shows ERP.
This has happened on occasions and there is no real way to resolve it but to revert and conduct
the review process off-trunk. Again, having things outside the trunk means less people get to
see it and test or review it. Thus there is a needed balance, and lessons have to evolve and ma-
ture the peer review cycle.
As time goes along I can say that we have got use to the norms with most of us and know what
to do and not to do to avoid undesirable implications.
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Inventory
Production
Purchase
Accounting
Production
Planning
Open ERP
OPEN SOURCE
MANAGEMENT SOLUTION
HR
Engineering
Delivery
Sales
BI
Figure 4.9: ERP - software system used to manage and coordinate all the resources,
information, and functions of a business
This has happened on occasions and there is no real way to resolve it but to revert and conduct
the review process off-trunk. Again, having things outside the trunk means less people get to
see it and test or review it. Thus there is a needed balance, and lessons have to evolve and ma-
ture the peer review cycle.
As time goes along I can say that we have got use to the norms with most of us and know what
to do and not to do to avoid undesirable implications.
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CHAPTER 4 l THE CATHEDRAL AND THE BAZAAR
Richard Stallman who founded the GNU project dislikes the name Linux and
insists it be called GNU/Linux.
Eric Raymond’s article titled ‘The Cathedral and The Bazaar’ described a basis of open and
anarchic creation of software where the bar to entry is very low. It uses the case of Linux where
contributions came in fast and furious. This has been represented in Figure 4.10.
What surprised all of us is that Linux was created and grew into formidable software without
any planned and controlled environment of software development. It thrives when it is promis-
cuously open and kept patching itself constantly.
Another famous project called Apache is similar as its name stands for ‘All Patches’. Figure
4.11 shows Linux and Apache softwares. The Bazaar argument is used by us too to describe
the successful phenomena behind [Link] project is classic in that it practices both
approaches and it has interesting results that not necessarily works in theory. I myself heavily
and directly involved in many of the debates around this during decision-making on whether to
accept certain modules into the trunk.
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Been open and a promise that we won’t sell out or close the project draws lots of early crowds
to our project. It quickly amass their little contributions and soon the ADempiere project hit the
number 1 spot in Source Forge rankings within record time around December 2006, abit over
100 days after its inception.
The wiki site experience tremendous contributions of write-ups and technical documentation.
The trackers are abounding with helpful testing, bug reports, and ready made remedies as shown
in Figure 4.12.
Trackers Testing
Figure 4.12: The trackers are implementing testing, bug reports, and ready made remedies
Even though our openness draws a lot of contribution and materials, but it does not necessarily
translate into all round contributions.
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The areas that are not really taken care of are non-profitable work such as the maintaining of the
sites, packaging and making new releases on a more systematic basis.
The project also lacks in proper standard manual guides. However some independent professors
are assisting this with their intern students but it is done in a more close door approach. They
only report when there is progress and do not use the wiki approach to evolve materials.
Their reasons been that the wiki is still chaotic and they need to be isolated and approach the
project from an indifferent view point away from the over-technical context which many lay-
users are still struggling with. I allow a pragmatic approach, as long as things happen faster.
There will be upset members especially when they are left in the dark.
That someone not linked to the Linux project registered Linux Inc USA and
sue the Linux community from using the name. The community has to pay and
buy back the Inc and put it under the care of Linus who wasn’t too happy about
spending more time managing it.
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No matter what free software advocates do, Microsoft is still king of the road for many desktops
and laptops using it for its operating systems and office productivity tools all over the world.
This has been represented in Figure 4.14. Microsoft uses free gifts to coerce others to use its
ware. Nevertheless it has pragmatically read the writing on the wall. It tries to fight its own
ground in the standards market by imposing its own version such as Open Office XML speci-
fications.
No matter what free software advocates do, Microsoft is
still king of the road for many desktops and laptops using
it for its operating systems and office productivity tools all
over the world. This has been represented in Figure 4.14.
Microsoft uses free gifts to coerce others to use its ware.
Nevertheless it has pragmatically read the writing on the
wall. It tries to fight its own ground in the standards market
Figure 4.14: Microsoft is still king for by imposing its own version such as Open Office XML
many desktops and laptops specifications.
all over the world
That is what Microsoft is cunningly willing and has been doing all over starting from its free
Internet Explorer that has devastated the dreams of Netscape to own cyberspace. It now embeds
the client Windows Operating System in many notebooks or personal computers to discourage
them from been loaded with free software. But it has less luck in the server market where Linux
is stronger.
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Malaysia’s PM at that time, Dr. Mahathir did ask Bill Gates for a discount on
the Microsoft Office and only got a one dollar discount. Mahathir then decided
to go for Open Source. Related to the author by his son, Mukhriz in 2008.
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SUMMARY
1. Open Source was the original way software which was written and shared among univer-
sity students and professionals.
2. It was then closed by commercial vendors, forcing Richard Stallman to start the Free
Software movement.
3. Open Source has evolved and matured with different players and philosophies.
4. Eric Raymond wrote about “The Cathedral and The Bazaar” in which he points out two
different models to modern software development..
5. The main merit of the Bazaar way is a self-organising approach that minimises unneeded
delays to allow fast evolution of the project.
6. A successful business model is based on a free membership with profit coming later else-
where.
7. You need champions or moderators to keep the faith going and interest high.
8. Many giants are affected by FOSS and have to change their strategy to adapt to it.
glossary
Business Model - A formula that will give you monetary profit in return
for your effort.
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Software Vendors - Companies that produces software and profits from it.
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reference
Web Links
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[Link]
[Link]
[Link]
[Link]
[Link]
[Link]
[Link]
[Link]
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Discussion Questions
1. How does such software company make money back when it was free?
2. What did Richard Stallman fight for and how is it different from Open Source?
7. What are the famous mantras of Linus and what do they mean in Open Source
development?
9. If you have a chance to do what Linus did back then, would you give it away?
What would be your concerns?
10. What if you have a big company with a lot of costs and have produced a perfect
software. Would you give your software away? What would be your concerns now?
12. What is stopping you from switching away from Microsoft products?
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