What I Learned Today…

Web 2.0 and programming tips from a library technology enthusiast, What I Learned Today… covers blogs, rss, wikis and more as they relate to libraries.

Open Source & the Letter of the Law

October 20th, 2009

I’ve stayed mostly quiet on the issues that have been rearing their head regarding the newest LibLime software offering because of my connection to the company in the past. That said, I had to comment on Josh Hadro’s most recent post about the community uproar over LibLime’s Enterprise Koha. Josh starts his article by saying

Typically, a revamped vendor product line doesn’t result in a flurry of open letters to the community and lengthy message threads on mailing lists and blogs. But LibLime’s recent announcement of Enterprise Koha has generated just such a response, prompting many to reexamine the sometimes fluid roles that vendors, customers, and code contributors play in the open source software community.

He goes on to mention several of the more popular threads/posts/emails that are floating around on the issue. But what I think Josh is missing in his article is the real heart of what open source is – and that’s the community around it. Now, don’t get me wrong as an active member in the Koha community (both because ByWater wants me to be and because I love it!) – I sometimes want to reach through my computer screen and wring someone’s neck – but that’s just because everyone loves Koha so much and wants to see what’s best for the software and the community.

So, as I said, I had to reply to the article and my reply can be read on that article itself or right here:

To follow up on Owen’s comment I had a friend explain it in a great way – I hope he doesn’t mind me stealing his words :)

“The easiest way to explain this is, you know in word processing there is a feature you can see the changes someone made? Well if I can see the changes I made, and the changes you made, then combining the two is much easier. Imagine now you and I take a half finished novel, that we have been working collaboratively on, I keep publishing my changes incrementally, but you instead go away and work for a year and then hand back a book, with 300 new pages, and edits to almost all the other pages.”

As an author myself this was a great way to explain the situation to me – like Owen said there is no if about it – eventually the two versions of Koha will be so out of sync that it will be too much work for anyone to merge them back together.

That is why a call was made on the Koha mailing list for LibLime to share their code in a public Git repository – allowing developers who have time to make the merges incrementally instead of trying to do it a month or two or twelve down the road.

All that aside – open source is not just about software or licensing or code – it’s about community and an open source application developed in isolation isn’t really an open source application. It’s the community that drives open source, it’s the community that keeps open source alive, and it’s the community that took Koha to where it is 10 years after a small library trust in NZ decided to share their ILS with the world.

This last note is very important to repeat – it’s one I say over and over when I teach open source to librarians. Open source isn’t just about the software – it isn’t just about getting things for free – it’s about being part of a community of software users and developers and fans who all pour their heart and soul into the project to make it its very best. And that is why there is so much uproar and that is why there is so much being written about this topic – because people love Koha and want to see what’s best of it.

Just my 2 cents – take it or leave it.

[update] The official company opinion from ByWater Solutions was added after I posted my comment on my own. I want to add that here:

Since the release of Enterprise Koha, ByWater Solutions has done its best to stay neutral with the hopes that a quickly deteriorating situation would eventually turn around for the better. We held this hope not for the sake of the Koha community, for its stability is not under question, but for a fellow support vendor that seemed to be going through somewhat of an identity crisis. Unfortunately for all involved, this vendor chose a path that has stirred up much controversy, mainly surrounding the fact that their version of our community software is no longer open source. Some say it is; most say it is not. The very simple question we pose is this: Can one obtain Enterprise Koha without paying a vendor to install and support it. If the answer is no, then the software is very clearly and undeniably proprietary; and those who use it are a victims of vendor lock in. Unfortunately many of these customers chose Koha to avoid exactly that.

Regardless of the fundamental wrongs surrounding this idea, ByWater Solutions has seen it as inevitable growing pains for a developing software community and has continued with business as usual. However, there is one trend we are beginning to see that has inspired the writing of this post, and that is the growing vilification of the community and the martyrdom of the vendor who has left it. We have been recently compared to religious extremists, hell bent on banishing anyone who is less than pure from our rigid society. This is an unjust picture to be painting because in actuality, we are comprised of very passionate people, some of whom have poured their heart and soul into this project in many cases without compensation.

We think it is important when reporting on a topic such as this that elicits such strong emotions to research all areas surrounding it. An important fact not yet discussed is that the developers of Koha are not the only ones having issues with Koha being forked. Customers of the company that has forked the code are also feeling the pain. Many customers are furious that they are not getting what they signed on for and are having a hard time getting the patches they want implemented in their systems. In one instance, a customer was taken off of the company’s user list for voicing their concerns about the numerous “process changes” even though they were still under contract with the company.

The recent change in policies and participation from this vendor has prompted us to make it clear to librarians that ByWater Solutions is in complete alignment with the true ideas and values of open source. Open source is about so much more than the source code and the license; it is about the community around it. It is for this reason that the community is in an uproar. It is a real shame this major contributor has pulled away from all community participation, communication and general niceties, but thanks to the community model we will only grow stronger from these growing pains. That being said, ByWater Solutions will continue to contribute 100% of their development, continue to participate in as many community activities, meetings, and day to day chats, and continue to deliver the best service to those seeking support from a company that has built its business model around our customer’s and the community’s needs.

[/update]

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My new career

October 3rd, 2009

On Thursday I started work with ByWater Solutions as the Director of Open Source Education. In my role I’m going to be working with the open source library world doing a little bit of everything. As mentioned a month ago I will be working with both ByWater Solutions and BibLibre on Koha. I’ll retain my role as documentation manager and hopefully will find a way to improve the accessibility of the documentation for everyone. I will also get a chance to learn more about Evergreen and help ByWater customers migrate from proprietary systems to an open source ILS.

Keep an eye out for news from me as I learn the ropes :)

Open Source Mentoring

September 21st, 2009

A few weeks ago I answered a call for stories about mentoring in open source. I wrote in and told the author all about my amazing experiences in the Koha community and about my Koha mentor Chris Cormack. I mentioned that if it wasn’t for him I wouldn’t have gotten involved in Koha in the first place and that it’s because of work like his and so many other patient Koha community members that I have been able to participate so much.

The article with my quote (and my others) in it has been published on ITWorld.

One delicious example of a spontaneous relationship that worked is the one between Koha’s Cormack and Nicole Engard (http://web2learning.net), Koha’s documentation manager and soon to start a new day job as director of open source education at ByWater Solutions. Engard joined the Koha community in 2008. “I was excited to be a part of something so awesome — and rare in the library world — but a bit nervous about jumping into something that was so well established,” she says. Cormack, one of Koha’s original developers, took Engard under his wing. “He taught me the ropes, he never, ever said I had a stupid question. He never ignored me. He has always been patient and willing to walk me through things.” Distance didn’t matter; Cormack is in New Zealand, and Engard is on the U.S. east coast. “There is a huge time difference for us; he is often helping at midnight his time,” she says with heartfelt appreciation.

Read the entire article on ITWorld.

Forming a Koha Foundation

September 19th, 2009

Hello all,

I am sorry for the delay, I was out of town the past few days. Per our meeting on IRC earlier this week (Foundation-forming Meeting, 15 September 2009), I have put together a survey with some foundation forming questions.

The survey was created using the open source survey tool – LimeSurvey – and so it requires that you have JS enabled. If you don’t – you can use one of these PDF versions to view the questions and just email your answers.

The reason I chose this survey tool was because it would allow for multiple languages, and it allows for some powerful analytics that I can then share with everyone – most obviously it’s open source :)

Also – you will see that when ranking options you have to rank all options – so just put the options you don’t care about towards the end of your ranking.

This survey will be active for 2 weeks and then I will put up the final survey – that gives us two weeks to do our research.

This survey is open to any and all members of the Koha community – which means anyone with an interest in the future of Koha – whether they are using the software or active in development or not.

Please feel free to forward these links on and share with others.

Thanks
Nicole C. Engard
Koha Documentation Manager

[originally posted here: http://wiki.koha.org/doku.php?id=vote_in_prelim_survey]

Moving Up and Remaining Open

September 11th, 2009

Many of you have already seen this announcement via other media, but I wanted to share here anyway ;) Yesterday I sent the following email to the Koha Mailing List:

Hello everyone,

I wanted to write to you all before news started spreading and let you know that I have taken a position with ByWater Solutions and BibLibre that will start on October 1st. These two amazing companies have come together to offer me a role that will allow me to not only help libraries understand open source but to stay active in the community.

This means that I will remain your document manager – as I was informed at KohaCon – until I drop :) I have also been learning more and more about the software and participating more in submitting patches – something I hope to start doing more often.

Lastly, I read the comments in the most recent IRC meeting and wanted to thank all of you who said such kind things about me :) I enjoy being documentation manager and helping other learn about Koha and open source in general and would never have stopped doing that.

Thanks,
Nicole C. Engard
Koha Documentation Manager

I am very excited about this move and I have to say that my new job title is as cool as my last (maybe cooler) – I will be the Director of Open Source Education. Keep an eye out for more news throughout the month with details about the job and my future responsibilities.

[update] Press Release announcing my move. [/update]

Mentoring and Open Source

September 10th, 2009

There is a great post over on Perlbuzz that talks about the importance of mentoring in open source communities. As I work on compiling open source stories and experiences I find that what Esther says is right on point.

Open source offers amazing opportunities. There are almost no barriers to entry. If you want to try creating a new-to-you kind of application, or to learn how to write bright-shiny documentation, or to use the latest technology that your Day Job doesn’t give you access to — you can just barrel right in with an open source project and get involved. Once you become proficient (or demonstrate that you already are), you can apply those skills in the next phase of your career. Even better, you can choose which community you want to be a part of, and find a comfortable culture where your contributions matter.

However, because open source is so personally driven and self-motivated, there aren’t always a lot of opportunities to consciously improve your skills — except on your own. While that’s certainly valuable, it relies on you recognizing what needs improvement and then knowing what to do about it.

One of the biggest concerns I hear from librarians when I talk to them about open source is their lack of technology skills. While there are ways around this (support companies, freelancers, and even local students), I try to encourage people to let go of their fear and just jump in. I spent a year simply answering questions as I could on the Koha mailing list and then at KohaCon I decided to stay for the Developer’s Post Conference and I am so excited that I did!! I learned so much and that made it so that I was able to submit my first series of patches.

My point is that most open source communities are about … well … community :) People will help you out – they want you to succeed and they want you to help them succeed so just jump right in and ask for help – you never know you might end up adding a tiny enhancement that people have been asking for for ages :)

Also – make sure you read Esther’s entire post.

Open Source Participation

September 6th, 2009

David Eaves has an awesome post on his blog that takes a talk by Angie Byron a step further. I don’t just want to repeat his entire post, but it was so well written that I have been holding on to it to figure out a way to summarize it without repeating – and I couldn’t. So here’s what I’m going to share – and the rest you’re going read on David’s blog.

David takes this figure from Angie …

Open Source Contributors

… and points out that while this is probably true, only a small amount of people have the skills necessary to participate in fixing open source applications we can change that by making community participation easier…
Community Management

I can only speak for the one community I’m part of – but this is certainly something the Koha community tries to do. I have been submitting patches recently because of the patience of several experienced developers. The time they took to help me understand what I was doing made it so that I could patch bugs (I can do something about it) and add new features (things I thought were dumb the old way).

Read David’s entire post here.

Open Source Documentation

August 6th, 2009

Okay, so I’ve never used the products that William Shields mentions in his blog post, but the theme still applies. One of the biggest worries about open source is the lack of documentation. I attended a conference last year where one of the attendees asked the speaker about documentation and open source – her concern was that there wasn’t enough documentation for many of the products she wanted to use. Of course I had to follow up after her and say that Koha has amazing documentation (no – I’m not saying that cause I wrote the manual – there are actually a lot of docs that I didn’t write for Koha as well). Anyway, William Shields expresses his frustration with lack of documentation on open source products:

RTFS

This one is predictable. Some will argue that the source code is sufficient documentation. Bollocks to that. While at some point it is inevitable you will end up reading or stepping through the source code of any framework or library you use for any non-trivial purpose, the fact that you have the source code is no substitute for high-level documentation that describes the overall architecture and design principles as well as how to get started and how to do common tasks.

DIY

Another popular defence of poor OSS practices is you can get involved and do it yourself. While theoretically true it is typically completely impractical. For one thing, before you can document something you have to know it. How do you learn it without reading the (non-existent) documentation?

I’m with him on this – it’s bollocks! Not everyone using open source is a programmer – some are just average folks and they need documentation – documentation written in English (or their native language) not programmerese. For that reason, I try to only recommend products that have readable documentation :)

Being a woman in an open source community

July 30th, 2009

Yesterday I read this awesome post by Kirrily Robert about being a woman in open source. This post is a summary of her talk from OSCON about standing out in open source as a woman.

So what does it feel like to be a woman in open source? Jono Bacon, at the Community Leadership Summit on the weekend, said — addressing the guys in the room — that if you want to know what it’s like to be a woman in open source, go and get your nails done at a salon. He did this a week or so back, and when he walked into the salon he realised he was the only man there, and felt kind of out of place.

Another example someone suggested is walking into a sports bar on game night wearing the wrong team’s jersey. It can be the most friendly sports bar in the universe, but you’re still going to feel pretty awkward.

So as a woman in open source, it can be a bit like that. You walk into a space, and you feel like you stand out. And there’s enormous pressure to perform well, in case any mistake you make reflects on everyone of your gender.

I haven’t felt this way in the Koha community – which says something great about the people involved in Koha – but I do sometimes feel like I know less than the others on the project because I can’t program in Perl and submit substantial patches. One way Kirrily recommends making women and community members in general feel welcome is to thanks them for even the smallest of contributions – once again – something I have seen done in the Koha community plenty of times!!

Value all contributions.

Large or small, code or docs or bug reports or organisational tasks. All are valuable to your project. Say “thank you”. You don’t have to be the project leader to do this; anyone can do it, and it makes a big difference.

The entire post is well worth reading even if you think your project is creating all participants equally.

Koha & SOPAC

July 9th, 2009

A few months ago, I was excited to read that the amazing developers at Biblibre were working on integrating Koha into John Blyberg’s SOPAC. Well, Biblibre has announced a demo of their SOPAC/Koha installation on their blog. The post was in French, so I’ll summarize for you.

You can access their very awesome demo online at: http://demo.sopac.biblibre.com/. It is important to remember this is just a test install for us to test and for them to play with – so if you have comments as you poke around, be sure to contact them and let them know what you learned.

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