Advancing A Definition of Free Culture
=========================================

| (C) Copyright 2007 -- `Benjamin Mako Hill`__
| Distributed under the terms of the `CC BY-SA License`__
|
| Presentation at `DebConf 7`__

__ http://mako.cc
__ http://creativecommons.org/licenses/by-sa/3.0/
__ http://debconf7.debconf.org

Introduction
==============

This will be more of a talk of tons of little lightning talks. 

Interrupt me in the middle please as I don't think there's going to be a
lot of room for questions at the end.

For each area, I'm going to give:

* Basic bibliographic or biographic information information (where
  applicable);
* Major questions asked/summary of goals;
* Methodology used;
* Summary of results;
* What might Debian learn or be able to take away from this research?;
* Future topics (if applicable);

.. Note:: 3 minutes

Software Engineering Research
===============================

There are researchers, mostly academic, who are interested in how
software gets produced.

Many work in business schools and people focused on information
technology management.

Many study Debian.

.. Note:: 4 minutes

Universidad Rey Juan Carlos de Madrid
-----------------------------------------

Jesús M. González-Barahona, et al at the Universidad Rey Juan Carlos de
Madrid has put together a bunchf of research with papers including:

* Measuring Libre Software Using Debian 3.1 (Sarge) as a Case Study:
  Preliminary Results
* Counting potatoes: The size of Debian 2.2

I won't spend too much on it because Javier talked about this in depth
on last Sunday.

The major question is one of statistic gathering, and more importantly,
about how *big* and economically important is free software.

David Wheeler wrote a paper looking at Red Hat where he concluded it was
"a gigabuck" but this group at Universidad Rey Juan Carlos has been
demonstrating the much larger community in Debian and also a growing
amount of information about how software is produced.

Research is primarily descriptive.

The swelling size of Debian is good for something. :)

.. Note:: 7 minutes

ETH Zurich
-----------

`Sampling in Open Source Software Development: The case for using the
Debian GNU/Linux Distribution` by Sebastian Spaeth, Matthias Stuermer,
Stefan Haefliger, Georg von Krogh (ETH Zurich):w

Similar to the previous argument, Spaeth et al asked: 

 How can we do useful samples of the free software community?
 
The usual answer is SourceForge (70,000 projects) which has lots of
problems:

* Most projects are failed;
* Very incomplete;
* Contains few of the biggest or most important projects;

Primarily interested in "reuse" of components and the way that things
might work.

 We argue that a GNU/Linux distribution, such as Debian, is better
 suited for the sampling of projects because it avoids biases and
 contains unique information only available in an integrated
 environment. Especially research on the reuse of components can build
 on dependency information inherent in the Debian GNU/Linux packaging
 system.

Debian is useful because it:

* Assemble a comprehensive usually complete list;

* Debian contains programs which are actually one version of the
  distribution used, as at least one person performed work to be
  compatible, hence form an inward inclusion into the repository;

* Rules and guidelines insure a standard for adding software;

* Packages in on version of the software are designed to be compatible;

* Sections and tags provide a bunch of useful metadata;

* Maintainers provide a contact person;

* On 58% of 157 randomly selected Debian libraries were listed on
  freshmeat only 39% were hosted on a collaboration platform

* Does not include unsuccessful projects or windows projects;

.. Note:: 10 minutes


Martin Michlmayr
------------------

Martin Michlmayr (former DPL) has recently finished a thesis that used
Debian as one of seven case studies:

 `Quality Improvement in Volunteer Free and Open Source Software
 Projects: Exploring the Impact of Release Management`

Major questions asked:

 Can volunteer teams, with their high volatility regarding project
 collaborators ensure consistent levels of quality in their output?

The dissertation:

* Begins with a discussion of quality management;

* Ends up with a longer discussion of release management in particular
  and does this with 7 in-depth case studies;

Methodologically, the dissertation focuses primarily on qualitative data
(e.g., interviews, "following projects over two years", mailing lists,
documents, direct observation).

Results and conclusions:

Argues strongly for time-based releases, *not* feature based releases:

 This dissertation has shown that feature based release management in
 FOSS projects is often associated with lack of planning, which leads to
 problems, such as delays and low levels of quality. Especially
 important for volunteers:

 Time based releases are associated with two factors that act as
 important coordination mechanisms:

 1. Regularity: the production of releases according to a specific
    interval allows projects to create regular reference points which
    show contributors what kind of changes other members of the project
    have made. Regularity also contributes to familiarity with the
    release process, and it leads to more disciplined processes.

 2. Schedules: by using time rather than features as the orientation for
    a release, planning becomes possible in voluntary projects.  Time
    based projects can create schedules which describes important
    deadlines and which contains dependency information between different
    work items and actors.

.. Note:: 14 minutes

Quality and Reliance on Volunteers
------------------------------------

Quality and the Reliance on Individuals in Free Software Projects

Martin Michlmayr and Benjamin Mako Hill

What are the problems and solutions associated with voluntary labor on
free software projects?

Problems with single maintainership: people get busy, etc. NMU becomes
stigmatized.

Problems with group maintainerships: lots of commits but no uploads.

Solutions: Situations like the currently uploader situation.

.. Note:: 17 minutes

Martin Krafft
---------------

*Will speak on his own research.*

.. Note:: 20 minutes

Robles, etc.
-------------

Quantitative analysis of volunteers working in the Debian project...

They asked a variety of questions, I'll handle them one-by-one:

Number of maintainers: Growing by ~35% each year.

Team maintainership: From 14 (1.3%) to 600 (7.4%) packages in 6.5 years.
Also impressive even when not including the Debian QA team.

Tracking individual maintainers: There were 216 contributions to 2.0.
In 2004, only 121 (55%) remained. A rough half-life of 7.5 years seems
to persist. People still involved maintain as many or even more
packages. Burnout seems to be an on or off thing.

Maintainers who leave: More than 60% of packages are adopted. If a
package falls out of release, it will be very likely that it will not be
added again. Maturity model and determining which packages might fall
apart is not clear.

Experience and importance: more experienced maintainers tend to maintain
software that more important. New maintainers tend to maintain less
widely used software.

Other results:

 Debian is not adding maintainers as fast as it adds packages. The ratio
 of maintainers to packages is increasing which presents a potential
 problem.

.. Note:: 24 minutes

Social Scientists
====================

Siobhan
---------

O'Mahony, S., Ferraro, F. (2004). Managing the Boundary of an “Open”
Project. (March 30, 2004). Harvard NOM Working Paper No. 03-60.

Analysis in depth of the creation of the Debian new maintainer process.

They looked a lot at the factors that increased likelihood of becoming
an AM and the likelihood that someone would become a developer who
started or expressed interest in starting the process.

The greatest predictor they found for someone becoming an AM was the
number of connections within the network (having five signatures
increased the likelihood by 65%). Tenure had a negative effect. New
members were more interested in NM and AM related issues.

In other words, new well connected formed the NM committee and make well
connected a new requirement of participation -- encouraging people to be
at least as connected as they were. The cycle repeats.

The process became increasingly and increasingly strict.

.. Note:: 27 minutes

Biella
----------

*Will speak on her own research.*

.. Note:: 31 minutes

Lawyers
=========

GFDL
-----

Background:

* Debian-Legal criticized the GFDL as non-free. Singled out the
  invariant use sections in particular.

* FSF-Debian committee created with myself and Don Armstrong.

* New draft of the GFDL does not include invariant sections and fixes
  most of the other issues. The result seems to be documents that will be
  DFSG free.

.. Note:: 34 minutes

CC 3.0
--------

Evan Prodromou wrote up a summary of a long discussion on CC.

1. Limit scope of requests to remove references.

2. Waive attribution after request to remove references.

3. Allow access-controlled private distribution.

4. Allow distribution of rights-restricted copies of works if
   unrestricted copies are also made available.
            
5. Require "credit for comparable authorship" rather than "comparable
   authorship credit".
            
6. Specify "other credit."

7. More clearly identify non-license trademark restrictions.

8. Rephrase overreaching trademark restrictions.

They approached *us* and asked to be part of the process.

The result: we got almost everything we wanted except (4), (7), and (8)
which we ultimately decided were not real freedom issues.

.. Note:: 37 minutes

GPLv3
------

Don, Branden, Greg Pomerantz,and others were brought explicitly in the
committee process. Probably more than any single project (except GNU).

This is precisely because Debian has a reputation of building up a
strong ability to engage with issues of licensing critique and a strong
committement to software freedom.

The FSF might not always *agree* but they have a deep respect for the
Debian approach to these issues.

AGPLv3
--------

Debian called the AGPLv2 non-free because it involved barriers to
modification. Through this critique and other decisions, a new version
has been released that does not include barriers to modification at all.

.. Note:: 40 minutes

Trademark Policies
--------------------

Debian and SPI have work and thinking done on an open use trademark
license.  While we don't know what we're doing, we're respected.

.. Note:: 40 minutes

Derivers
---------

When people go to create a distribution, it is usually based on Debian.
There will be a derivers workshop tomorrow that talks about these
things.

Summary
========

Debian is seems an important as:

* A summary of what's gong on in the free software world;
* A sample of software that is out there;
* An example of a large successful volunteer project;
* A protector of free software and a group that can think through the
  issues and come to sane and well considered conclusions

.. Note:: 45 minutes
