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Curriculum for The Openness Movement, starting with a narrow focus on software and open source.

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In brief: A curriculum for The Openness Movement, starting with a narrow focus on software and open source. Whether you’re a newcomer to open source or you’ve been involved with the practice for some time, this curriculum aims to provide a comprehensive overview of everything open source is, and aspires to be.

Openness Movement Curriculum (v0.1)

This document aspires to become a comprehensive reading list for anyone seeking to deeply understand ‘openness’ as an ideology for knowledge work, a movement, an industry and more.

https://en.wikipedia.org/wiki/Openness

Openness is an overarching concept or philosophy that is characterized by an emphasis on transparency and collaboration. That is, openness refers to "accessibility of knowledge, technology and other resources; the transparency of action; the permeability of organisational structures; and the inclusiveness of participation". Openness can be said to be the opposite of closedness, central authority and secrecy.

Since openness is such an expansive subject, we will start here with a narrow focus on openness as pertaining to software development and the internet-connected world.

As soon as you start delving into openness in software, you'll begin hearing the term "open source". Before long you'll also learn that there is a difference between what's called "open source" and "free". And you'll learn that these terms are defined both formally and informally. It's important to be aware that no one owns these terms. There is no central authority to say what "open source" means, just like there's no central authority on the term "democracy".

Open source isn't limited to just software. Any thing with a blueprint that enables said thing to be inspected, duplicated or modified can be regarded as open source. This blueprint could be anything from the complete specification of an airplane, all the way down to the genetic code of a seed. The openness movement therefore extends far beyond the confines of software.

This curriculum will focus on teaching:

  • What “open source” means
  • How openness is applied in software development
  • Economic & personal sustainability
  • Software ethics

From now on we will talk about the "openness movement" and "open source" somewhat interchangeably. Like it or not, "open source" is being adopted into the mainstream with new meanings attached to it that are way outside the scope of its origins. (See for instance "Open Sourced" by Vox, a publication that is largely values-aligned with the open source movement, but has nothing to do with software licensing and open source practices.)

In the open source spirit, this curriculum is itself open source, I.e. liberally licensed. We will diligently review the change requests that are sent our way, with the intent of having multiple co-editors before long. If someone strongly disagrees with how the editors exercise their final-edit powers, feel free to fork this curriculum. If you don’t yet know what that means, you’ll learn very soon!

What is open source

If you're absolutely new to the very concept of open source, start by watching these two introductory videos.

https://www.youtube.com/watch?v=Tyd0FO0tko8&feature=youtu.be

https://www.youtube.com/watch?v=a8fHgx9mE5U

(HELP WANTED: Are you aware of a text/graphical writeup that explains open source in similar fashion to the videos above? We need one of those!)

Creative Commons is also a very plain-English way of understanding the open source ethos through the lense of licensing. CC licenses are primarily intended for artifacts such as books, images and music.

https://creativecommons.org/share-your-work/

https://creativecommons.org/use-remix/cc-licenses/

For now this curriculum will focus on software because...

  1. Open source software is arguably the furthest ahead of any openness movement.
  2. The author(s) of this curriculum are chiefly familiar with software.

Further Reading:

History & Status Quo

https://en.wikipedia.org/wiki/History_of_free_and_open-source_software

https://en.wikipedia.org/wiki/Open-source-software_movement

https://opensource.org/history

https://www.ufried.com/blog/oss_1_rise_of_oss/ https://www.ufried.com/blog/oss_2_misconceptions/ https://www.ufried.com/blog/oss_3_today/

https://steveklabnik.com/writing/the-culture-war-at-the-heart-of-open-source https://steveklabnik.com/writing/what-comes-after-open-source

https://blog.timescale.com/blog/open-source-demise-of-proprietary-software-a49f73f54165/ Retort: https://news.ycombinator.com/item?id=21873337

https://venturebeat.com/2015/12/06/its-actually-open-source-software-thats-eating-the-world/

Ideology

Central authorities for the term “open source”

There is no single authority that ratifies what can be deemed "open source" or not. There are however a few organisations that are widely regarded as highly trusted, and many people believe that their definitions of "open source" should be strictly adhered to. Chief among these is the Open Software Initiative.

opensource.org by Open Software Initiative

https://opensource.org/osd-annotated

https://opensource.org/faq

Not to be confused with opensource.COM, a advocacy site for open source by the company Red Hat.

opensource.com by Red Hat

https://opensource.com/resources/what-open-source

https://opensource.com/open-source-way

Opinion pieces on the open source definition

Why make anything open source

At first glance, open source sharing might just seem like charitable giving. A philanthropic endeavor to make the world we inhabit more open to scrutiny and modification. Yet while a sense of charity is certainly felt by many open source contributors, the practical benefits of open source licensing also align perfectly well with egoistic altruism as well as common-sense business strategy.

Economic incentives aside, the open source development methodology is simply an easier, more efficient way to develop software. Openly accessible knowledge gives way to more and better knowledge.

Non-zero-sum

Intrinsic Motivation

https://www.ted.com/talks/dan_pink_the_puzzle_of_motivation

"Open Source" vs "Free Software"

https://www.youtube.com/watch?v=Ag1AKIl_2GM https://www.gnu.org/philosophy/free-sw.en.html

Privilege & Inclusivity

https://www.npr.org/sections/codeswitch/2013/12/05/248791579/why-isnt-open-source-a-gateway-for-coders-of-color?t=1577575156872

https://www.ashedryden.com/big-ruby-open-source-isnt-for-everyone-but-it-could-be

https://dri.es/the-privilege-of-free-time-in-open-source

https://jlord.us/blog/osos-talk.html

https://www.peterkrautzberger.org/0193/

https://www.techrepublic.com/article/is-getting-paid-to-write-open-source-a-privilege-yes-and-no/

Ethics

Is open source biased towards being for “good”?

https://medium.com/@johnmark/why-open-source-failed-6cae5d6a9f6

https://dev.to/degoodmanwilson/open-source-is-broken-g60

https://firstdonoharm.dev/version/1/2/license.html

http://ethics.fast.ai/

Industry

https://www.cnbc.com/2019/12/14/how-open-source-software-became-the-new-industry-standard.html

https://www.forbes.com/sites/forbestechcouncil/2018/07/16/how-open-source-became-the-default-business-model-for-software/

https://www.youtube.com/watch?v=7XTHdcmjenI (See the upcoming Civility chapter for a follow-up on Linus’ behavior. Linus himself has made some apologies in later times. Rigorous debate and politeness are in no way mutually exclusive.)

https://changelog.com/topic/oss/podcasts

Business Differentiators

https://ben.balter.com/2015/11/23/why-open-source/

https://www.ycombinator.com/library/56-why-the-best-companies-and-developers-give-away-almost-everything-they-do

https://blog.tommoor.com/2019/01/01/you-should-open-source-your-product/

https://writing.kemitchell.com/2018/08/23/Selective-Mythology.html

https://changelog.com/podcast/322

https://changelog.com/podcast/322#transcript-69

https://changelog.com/podcast/322#transcript-91

Dgraph notes

https://en.wikipedia.org/wiki/Vendor_lock-in

Business Strategy

https://en.wikipedia.org/wiki/Business_models_for_open-source_software

https://a16z.com/2019/10/04/commercializing-open-source/

https://heathermeeker.com/2018/06/24/revisiting-the-open-source-business-model/

https://blog.timescale.com/blog/how-open-source-software-makes-money-time-series-database-f3e4be409467/

https://medium.com/blossom-capital/successful-open-source-business-models-2709e831e38a

https://indieopensource.com/

https://sfosc.org/

https://www.valueinopen.fm/

Open Core

https://coss.media/open-core-definition-examples-tradeoffs/

https://coss.media/coss-company-value-creation-capture-fundamentals/

https://coss.media/polyform-open-core-licensing/

Sustainability

https://www.fordfoundation.org/work/learning/research-reports/roads-and-bridges-the-unseen-labor-behind-our-digital-infrastructure/

https://dri.es/balancing-makers-and-takers-to-scale-and-sustain-open-source

https://katedowninglaw.com/2019/09/08/the-great-open-source-shake-up/

https://writing.kemitchell.com/2019/09/09/Shake-Up.html

https://sustainoss.org/

Further Reading:

Social pressure & Burnout

https://mikemcquaid.com/2018/03/19/open-source-maintainers-owe-you-nothing/

https://nolanlawson.com/2017/03/05/what-it-feels-like-to-be-an-open-source-maintainer/

https://writing.jan.io/2017/03/06/sustainable-open-source-the-maintainers-perspective-or-how-i-learned-to-stop-caring-and-love-open-source.html

http://www.saurik.com/id/20

Methodology

Open source is also a way of working.

Open Source Methodologies

Inner Source

https://en.wikipedia.org/wiki/Inner_source

Inner source is the use of open source software development best practices and the establishment of an open source-like culture within organizations. The organization may still develop proprietary software, but internally opens up its development.

https://writing.kemitchell.com/2019/01/12/Outer-Source.html

Distributed Work

https://www.welcometothejungle.com/en/articles/btc-remote-open-source https://distributed.blog/ https://basecamp.com/books/remote

Community

The Open Source Community

https://opensource.com/government/10/10/what-open-source-community https://medium.com/@djhersh/community-software-is-dead-431d9f347ee6 https://medium.com/sustainable-free-and-open-source-communities/we-need-sustainable-free-and-open-source-communities-edf92723d619

Community Building

Starter Pack:

https://adevait.com/blog/workplace/build-open-source-community

https://opensource.guide/building-community/

https://github.com/hintjens/socialarchitecture

https://medium.com/the-node-js-collection/healthy-open-source-967fa8be7951

Further Reading:

https://www.jonobacon.com/books/peoplepowered/ 🌟

https://www.penguinrandomhouse.com/books/300615/here-comes-everybody-by-clay-shirky/ 🌟

Licensing

Fundamentals

https://opensource.com/article/17/9/open-source-licensing

https://heathermeeker.com/open-source-faq/basic-open-source-software-licensing/

https://heathermeeker.com/open-source-faq/what-should-my-company-know-about-open-source/

https://blog.usejournal.com/understanding-open-source-and-free-software-licensing-c0fa600106c9

Further Reading:

Ratification

https://writing.kemitchell.com/2017/08/31/Null-Value.html

Strategy

https://coss.media/open-source-creator-licensing-fundamentals/ https://coss.media/how-to-choose-open-source-license/ https://coss.media/understand-distribution-open-source-licensing/

https://dirkriehle.com/publications/2009-selected/the-commercial-open-source-business-model/ https://dirkriehle.com/wp-content/uploads/2020/04/09062364.pdf https://dirkriehle.com/2019/12/17/single-vendor-open-source-firms-and-intellectual-property-strategies-video/

Ethical Licensing

https://ethicalsource.dev/definition/ https://firstdonoharm.dev/

https://heathermeeker.com/2019/11/09/good-and-not-evil-the-advent-of-ethos-licensing/ https://writing.kemitchell.com/2019/11/09/Heather-Meeker-Ethos.html


Appendix

Changelog

v0.1

First batch of reading material made publicly available for crowd-powered editing.

Roadmap

  • Better guiding text in between articles.
  • Brief summary of each piece.
  • Fast track and a scenic route.

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