On Being Open : August 2007

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On Being Open

Posted by Steve Carl Aug 28, 2007

This one comes from my personal blog, and was published August 28th, 2007:

 

http://on-being-open.blogspot.com/2007/08/on-being-open-in-my-most-recent-post.h tml

 


 

In my most recent post over at TalkBMC, "The Secret Linux Agenda", I spent a fair amount of time trying to think out loud about some of the disconnects in the world of Open Source. I am given a pretty hard time at BMC about the fact that I write long posts, so I worked hard to keep the "Agenda" post as short as I could, but still touch on at least a few examples of some of the disconnects people have when they talk about being open. Or Open. Or open source. or Open Source. I also mentioned the negative image some of this "open" stuff has because of the behaviors of some people in the various communities.

 

I wrote that post before I went to my first ever Austin Social Media Club meeting. Whurley was the speaker at the event, and he made a metric ton of terrific points about this during his talk.

 

Open Confusion

 

There was one particularly ticklish question from the room at the Austin Social Media Club meeting (Anne Gentle and I there) that I think really boiled all of this down. That comment / question was:

 

If people are doing "Open Source", why aren't they more Open?

It was a great question and really underlined the confusion about what the term "Open" means. Given the amount of audible agreement in the room with that question, for many in a social media club, "Open" in "Open Source" had connotations of "Accessible", "Easy to get along with", and "Willing to have civil conversations".

 

The Rainbow of Open Source

 

Spend any time in an Open Source product forum, and you can easily see what the folks in the social media club were talking about. Someone asks a question. Usually it is an innocent question being made by someone that does not know anything about the product. They, for their part, feel that they are doing the right thing. They are showing interest, and willingness to learn. They are being "open".

 

You know what happens next: In an un-moderated forum, some will actually try to help, and answer the question. At the very least, they will tell them where the first-timer documents are located, and some might even point out how to use the search facility to find every other time that question was asked, and the answers that they got then. All of those things are classifies as what we call "signal". Useful information.

 

The middle ground response happens when a response is given, but the person who asked the question has no way to parse the answer. That breaks down further as:

 

The answer was given in a way that assumed the person to have knowledge they did not.

The answer was given in such a way as to question whether the person is actually responding in the same language as the questioner.

Either of these examples are about communications styles, and whether or not the person who is doing the technical work can enter the requisite frame of mind (empathy, if you will) to have conversations with those less technical than themselves.

 

I had this experience growing up when I was talking to my Dad about math. He is a EE at NASA. A real rocket scientist. They exist! He knows so much math (some of it pretty esoteric and useful largely in his speciality of antenna design), and has for so long, that my simple frustrations with things like Freshman Algebra were in some ways a mystery to him. In one particularly memorable conversation, I asked why something worked in a particular way, and after a bit of time he said that once I knew a certain higher level of math this would become obvious. I was temporarily stuck: I would never see the next level of math till I grokked this one!

 

And Then Came Maude....

 

Sooner or later, intolerance strikes. Someone will post a response to the new person that contains anything from mild abuse to questioning their patriotism in a time of war. Something like:

 

"Are you NUTS!!! Why the HLL are you posting such stupid dumb** question. Why do you hate our troops? Your mother was a hamster and your father smelt of elderberries (From the Monty Python Phrasebook: "Useful things to tell customers when they are calling and bothering you")".

 

It may be more ... err... sophisticated:

 

"We do not tolerate fools lightly in this forum. Please remove yourself to other places, so that you do not annoy us in the future, and so that we may concentrate on real issues."

 

This new, trying to do the right thing, be "open" person is now deeply confused and hurt. Is this not Open source. Is this not a public forum? Even if they don't know anything about this tool or product, they still need help on it.

 

In a forum for a paid product, no support professional would post such a response. If they did, their career would be at an end in short order. A company would not tolerate paying customers being abused by people from their company.

 

There are a lot of reasons why the maladaptive response to the newbie question is occurring in the Open Source forum:

 

I am doing this "for free"

This is not my day job

I answered that same question endlessly already

I only have so many hours in the day. I can spent them repeating myself, or being productive

PUUUULEASE!!!! They asked me why this didn't work the same as Windows!!!! AS-IF!!!!!

I am out of caffeine, and I have no money to get fresh. I hate being poor and brilliant

I have not been on a date in a decade

Combinations of several or all of the above

The reason does not matter. In a customer support situation, if someone was thinking about trying the new "Open" thing, and gets that response, the damage is done.

 

Smug and Arrogant?

 

A post came out recently about Apple users being "Smug and Arrogant", and when I looked at it there was a poll. 2/3's or those who had read the post agreed that Applen were guilty as charged. You could take that post and change all the Apple references to Linux or other Open Source projects, and I think the poll would be about the same. And it is because of the same reasons. Well... maybe not the Apple advertising campaign part. But as smug as those ads may be, I like 'em. I think they kind of actually miss a point criticising the ads saying that John Hodgeman plays "PC" as bumbling. John Hodgeman gets all the good lines! In many ways, he is the more likable of the two. I have in fact often viewed the ads as being sort of a misstep for Apple because "PC" is more endearing in his own, can't stop blue-screening, kind of way. Maybe it's just me though...

 

Fedora and Ubuntu

 

Now I want to circle around to part of what I was trying to get at with my recent posts both here and at TalkBMC about Fedora and Ubuntu. Another aspect of "open", "closed", and the new users experience.

 

Fedora is a great Distro, if you already know what you are doing. Fedora, like OpenSUSE, lives in the middle of the road. It is not as challenging to install as MS Vista or rolling your own Linux distro starting with a download from Kernel.org. Fedora is easier and faster than installing GenToo. It is not as easy as Ubuntu or Linspire or Xandros. Yes: I know Xandros is in bed with Microsoft these days. See the bit above about arrogant and smug though: I know why the Xandros/MS deal is not optimal, but does the average person that just wants this stuff to work?

 

Fedora has an admirable stance on why they do not include any software in the Distro that is not really Open Source. My example in the other posts was Wifi cards like Intel and Atheros where even though the vendor has supplied driver code, they hold back the code to the cards driver loadable firmware and only provide a binary. With Fedora, you will have to work hard to get that card going, and their point in acting closed to closed source is to incent card manufacturers to be more open.

 

I love it. I think card manufacturers are wrong to think their microcode is all that splendidly different in a commodity market like Wifi, and that being more open and easier to install would be an advantage in the marketplace!

 

However....

 

Being hard to install for the right reasons means by default you are NOT after the casual installer. The person just trying to use the computer as a tool to get something or the other done. The person who heard that Linux was really cool and was willing to try it to see what it is all about.

 

The Spectrum

 

On one end we have the Xandros / Microsoft lashup. Xandros is licensing closed protocols from Microsoft that will allow them among other things to create programs to access content on MS Exchange. They call this mash "Mixed Source". If I sound a bit leery, it is because I used to run BMC's email system, back when we used HP's OpenMail, and I watched HP make a similar deal, and then not to long after that, see OpenMail sold to Samsung, where it later died. The problem from my point of view was that having the protocols was only half the battle. Someone still had to write all the programs to use them. MS has spent years layering all this stuff together, RPC's and Protocols like MAPI and CIFS so that it is no trivial thing to create programs that use them. Ask the folks at Samba.org. There is a reason MS Vista took seven years and billions of dollars in R&D, and came out looking like a gussied up version of XP with compatibility issues.

 

Middle ground is Ubuntu/Mint. Closed source, binary only bits are not only allowed but supplied. A message is sent to the person at boot that "Restricted Source" is in use, and if you click on it, a display of all the restricted source bits that the OS had to load to run on this hardware is displayed. You know who is playing nice, and who still keeps their cards close to their chest, source code wise.

 

Then there is the completely open. And Open. Supporting only that which is fully Open, and fully unencumbered, projects like Debian, Fedora and OpenSUSE reward openness by inclusion. Open is a wide world of things, where you can build whatever you need, as long as you know what you are doing and have the time.

 

Support

 

Stretched across the span of closed to open is another dimension. Support. Whurley likes to say that "people" (and these people include companies) have one of two things: Time or Money. I would add to that "Expertise", which came at least in part with time, and now costs money.

 

If you are paying for support, you probably have money, and you also expect that you will never have the conversation I outlined in the "Maude" section above. You are paying for the right to have a throat to choke. You can also spend money on a person who is your local expert, and whose throat you'll being squeezing. Or both.

 

Novell,RedHat and Ubuntu walks between all these worlds with their commercial Linuxii. Novell, like Xandros, has some sort of deal in place with Microsoft although I am not sure it is quite as "deep" as Xandros's. You can buy a Dell with Ubuntu on it, and it will be supported by Canonical. Etc. Etc.

 

But Its My First Time

 

I have been saying for a long while now that Linux is ready to take on the personal and corporate desktop. I base that on personal experience, not only of being a user personally and professionally, but in helping others to do the same thing. I watched my brother (who is not a computer person) look at an Ubuntu PC for the first time and say in some wonder "This is Linux?", clearly thinking it was going to be something much more mysterious than what it was.

 

If you are Open Source / Computer savvy, I'll wager someone someplace has asked you at least once: "What is the best version of Linux for me to run?". As technical people, we as a group like to answer such questions correctly, even if two minutes later their eyes are glazing over, and, like one of my blog posts, we are just warming up.

 

These days I just answer that question with "Mint" or "Ubuntu". If they asked me that question, they are not ready to hack device support in Fedora just yet. They may never want to. As good as Fedoras reasons are for being Open, and only Open, this rules them out for a beginner at least in my estimation.

 

As I was lamenting in "Agenda", that is too bad. Fedora has a ton of great stuff in it. By ceding the entry level Linux to Ubuntu, they are also ceding mind and market share. Since under the covers, Linux is Linux, Ubuntu can grow with the user. When it comes time to install their first Linux server, Ubuntu has one of those now too.

 

At the end of the day, it looks like to me that the way one goes about being open (or Open) is to be inclusive.

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The Secret Linux Agenda

Posted by Steve Carl Aug 22, 2007

Originally published August 22nd, 2007:

 

http://talk.bmc.com/blogs/blog-carl/steve-carl/The-Secret-Linux-Agenda

 

I know it says "Linux" on the title, but there is plenty about Open Source to make it relevant to the theme here....

 


Now it can be told for the first time anywhere: the secret agenda of the Linux community is... is... ahhhhhggg! They got me..... Its all going dark.... sinking....

 

OK. Fine. I lied. There is no Linux agenda. Well. Maybe one: to be the best Operating System the Open Source community can make it be. And even then the BSD and OpenSolaris camp are going to be wanting to voice an opinion....

 

Here is what got me to thinking about this.

 

I was doing the work on the two laptops that I posted about over at on-being-open. That post, in a circular posting kind of way , was a followup to my last post here here about installing Mint 3.0 on a Dell C400 trash-laptop. The post in turn was a follow-up to... oh never mind. Lets just say I have been on a theme lately.

 

I realized at some point along the install that the Dell C400, with it's Orinoco based TrueMobile 1150 Wifi card was a better Fedora 7 platform than the IBM X30 with its Atheros based Dlink PCMCIA Wifi card. That in turn had me thinking about the purity... or purism.. something... of one Linux Distro over another. Mint 3.0, which was on the Dell C400 hard drive would work just fine on the IBM. Mint would not care what the Wifi chip was either way. Of the two distros I was working with on the two laptops, only Fedora is persnickty like that. There is a reason why Fedora is that way. More about that in a bit.

 

I did what I suggested I might in that on-being-open post: I pulled the hard drives out of each laptop, and I switched them.

 

The 40GB Hitachi with Mint 3.0 went from the Dell C400 into the IBM X30. Wifi chip went from Orinoco to Atheros

The Samsung 80GB went from the IBM X30 to the Dell C400. Wifi Chip went from Atheros to Orinoco.

Batteries in. Plugs in. Power on. Boot.

 

That was it. They both came up, they both figured out their new hardware situation. They both reconfigured what they needed to. They both found the home Wifi network, and auto-configured to join, even though they had just switched (among other things) the chip on the Wifi cards. It was brain dead easy. Hardest bit was keeping track of the tiny screws for the disk cradles when the cats were trying to help. It turns out all projects require cats to help, at least according to them.

 

Take That Other OS's!

 

I have developed a rep in some places as having gone over to the dark side. In this case, Apple and OS.X. I have certainly made no secret that I am a fan of many things Apple. I have been informed by those who dislike Apple that just saying that it has chewy BSD goodness at its OS.X core is not enough. Be that as it may, I never even considered an Apple before they made it's core something I trusted. Mac OS9 and its predecessors may have been perfectly good OS's but I never liked them much. I'm pretty old school. With no command prompt to ease my way in, I always was lost on a Classic Mac. One time in the early 1990's it took me over an hour to eject a disk out of a Mac. I ended up taking it apart. Turns out I was supposed to drag the icon of the disk to the trash can icon. I never would have done that, fearing it would delete the data on the disk. But I digress.....

 

This disk switching is a case where Linux does something that neither Apple nor MS Windows will. Not can: will.

 

Linux boots in the new hardware because it has no axe to grind. No master to please. No agenda. It can focus instead on trying to do the right thing... which in this case is merely to boot. It does more than boot though. After the two laptops are booted, things like the 3d desktop (Beryl) still works on both platforms. It not only works, it works well. It dealt with the BIOS change, the graphic chip change, the Wifi chip change... all of it. No muss or fuss.

 

I, as a customer am having a very nice experience here.

 

I noted in the X30/C400 post that despite coming from two different vendors, the hardware was similar. Same 1.2 Ghz processor. Same 1 GB of memory. Same 1024x768 screen size. Same general target market: the year of 2002's Sub-notebook market.

 

I guarantee that I could not have done the disk swap thing between the IBM and the Dell with MS Windows XP and had it work. That would have required all sorts of non-fun things, like re-installing the OS, or at least pre-running sysprep to undo the way MS Windows has tied itself to the specific hardware. OS.X would not have booted at all of course: it only works on Apple hardware (not counting some serious hackery out there).

 

It is not even that MS Windows can not boot on more generalized hardware: when one first installs MS Windows, a generalized version does the installation. There are many recovery disks like Bart PE that run generalized MS Windows OS stacks. In fact, I believe the Bart PE is a version of MS Windows called Windows PE.

 

The reason MS Windows would not boot in this example is that once installed MS Windows does not want to be moved till you can re-verify your right to install it anywhere. And that is MS's right. They wrote the EULA. Running MS Win means you agree to the hassle that implies should you want to change your hardware. Vista is worse in this regard by all reports. MS is not targeting people like me who do stuff like this as a customer anyway. Not any more. Maybe not since DOS days...

 

This non-booting without major incantations is not a premium end-hacker-user experience. Not like this hard drive swap of the X30 and the C400, where everything just works.

 

I have moved harddrives much further afield than these two similar computers, and had the same experience. From an ancient Compaq M300 to a eMachine 5312 to a brand new (at the time) Toshiba to the IBM X30. Now the Dell C400. That 80 GB Samsung drive gets around.

 

Whurley Gets It

 

If you listen to the videocasts Whurley recently posted, one of the things he and Cote talk about as it related to Open Source is that it is about support. With Open Source, the customer is always right. Even if the customer had to write the feature themselves. Open Source gives a customer options.

 

Example: If an Open Source tool does almost what a customer needs or wants, they can:

 

Ask the creator of the code to add the feature

Commission someone to add the features they really want.

Do the code work themselves, in house.

Since they wanted this new feature bad enough to write it, what are the chances someone else wanted or would benefit from the new feature? Pretty good, I'd say.

 

The funny thing was that, in most cases, Open Source is not about the customer necessarily wanting the source code. Whurley points out the discrepancies between source and binary downloads of most products as an example. Most downloads are of the binaries.

 

In my day job in R&D Support, having access to the Linux code has meant having access to the ultimate manual. We have not used it often, but if you look back in the early TalkBMC "Adventures" posts about some of the debugging we were doing with NAS, we were in the source code trying to figure out what the programmed behavior was so that we could have intelligent conversations about it with the developer.

 

I used to do the same thing with VM on the mainframe, reading the dump and the source code before I reported a problem so that I was sure what I was reporting actually was a problem.

 

Distro Focus

 

Another thing I have been thinking about and posting on a fair amount recently: What the focus of various distributions are. Here there are agendas, at least of a sort. Not hidden ones though.

 

Example: What does Fedora want to be?

 

I spent a great deal of time with Fedora over the years, and there are things I really like about it, but after using Mint 3.0 for a while I have come to the place where some of the purity really gets old when all I want is a working Linux computer.

 

I had hoped that Fedora 7, what with it's LiveCD and merging of the "Extras" with "Core" and all, was moving more in the direction of Ubuntu and other easy to use Distros. That projects that were "tainted" in the eyes of the Distro would be dealt with in some similar way as Ubuntu and it's "Restricted Source Manager". I was disappointed though.

 

Fedora views their stance about not including certain projects as being a good thing. Fedora 7 does not support either the Atheros Wifi cards, or the Intel Wifi cards out of the box but does support the Orinoco based cards because of the question of Open Source.

 

Huh? Didn't I just finish saying that Open Source was all about being easy and having nice customer experiences and all? Am I bifurcated?

 

Two Things Can Be True, Even If They Seem to be the Opposite

 

In Open Source, both of these statements about customer support are true. It is all about Point of View.

 

Fedora won't include anything that is not 100% open source, and in the case of the Intel and Atheros drivers, while the drivers are Open Source, the firmware of the cards is not. They are vendor provided binaries that the Open Source drivers load when the card is initialized. No source code to the card firmware. The card manufacturer has decided that having the firmware code would mean that their competitors would have too big an advantage on them. They are therefore not 100% Open Source, and Fedora wants vendors to get the message that not being Open means not being included. The Fedora FAQ says what Fedora wants to be when it says in reference to a closed standard:

 

"...we'd much rather change the world instead of going along with it."

 

I find that deeply admirable, and it is one of the reasons I stick with at least one system running it, despite the frustrations of hacking Fedora from time to time to get my Wifi cards going. As an end user, I can not really tell the difference between an Atheros chipped Wifi Card and an Intel one. Whatever market advantage vendors think they derive from having closed source firmware, from the end user point of view, it all looks the same. Wifi is a commodity item. It hooks up laptops and iPhones to Wifi access points. It lets me access the well known series of tubes we call the Interweb. In fact, the real value to me is not anywhere inside the commodity Wifi chip. It is how well the antenna is designed and placed in the case!

 

Mint does not get to claim such Open Source purity, and instead uses the Ubuntu Restricted Source Manager. It tells you that you have an impure system, but it loads everything up if you tell it to, and away you go. You, the end user, know which vendors are being sticks in the mud, but it does not stop you from getting going.

 

The core difference is that Ubuntu will supply things that are free and unencumbered, but do not have to be Open Source. This difference is making a big difference to Ubuntu and its kin. Ubuntu is always the top Distro at Distrowatch.com whenever I look, and has twice the download numbers Fedora has.

 

POV and Pol

 

Polarization that is.

 

I am still trying to get my head around some of this.

 

As I have said here, I take it as axiomatic that open is better than closed (tm).

 

It can be deduced from the above example of Mint vs. Fedora that there are degrees of being open. Fedora goes for purity of Openness, and is lampooned in some corners because of how hard it is to get going on any hardware that does not match the 100% open criteria. The Dell C400 works great with Fedora because every bit of hardware in it has a totally Open Source solution.

 

Ubuntu and its kin like Mint work far more easily but some criticize them because they have given in to the closed source forces of darkness and evil, and shipped Binary bits.

 

This is not even a new issue: When IBM started to pull the source code to VM on the mainframe, a huge outcry from the customer base ensued. "OCO is LOCO" was the badge at SHARE. I still have mine.

 

Fedora and its goals are laudable and I support them. At the same time, when my brother needed a Linux computer, I built him one based on Ubuntu. He would not care one whit about the purity of the Open Source. He just wants Google Earth to run.

 

These POV issues all show up in discussions about whose Open Source license is better. Whurley is currently pointing in his blog at a poll and panel about that at SXSW .

 

I know this is not all that politically correct (but then, I rarely am)... but I think Open/open is better than closed. Any open. Any spelling or capitalization.

 

At the same time, I am always a bit dismayed by the signal to noise ratio of the Internet on things like this. I have said it before, and I say it again: I'm really old. I remember when you could read Netnews newsgroups, and get useful information, and help from a community of like minded people. A time before the noisy, just-like-to-tear-things-down-no-matter-what-they-are types moved in, and destroyed Netnews. The downside of being open on Netnews was needing to have a news client like Pan with a good killfile / filter function.

 

Spam certainly took (and still takes) advantage of the openness of the email transport of the Internet, reducing the value of email, and in some cases doing real harm.

 

I see the move to Open Source for anyone doing it as having an issue like this. No matter which license one chooses, someone...maybe many someones... maybe really loud and self righteous someones, will yell to the rafters about how using license X means one is being less than open, or less than perfect. Google said that a guiding principal of their company was to "Not Be Evil" and every thing they do now gets the "Is that Evil" yardstick hauled out and yammered about.

 

That high level of noise is not very useful, and can push some away in disgust. In my opinion only: A company does not announce an Open Source direction lightly. Not because of the business risk, but because no matter what you do, in some corner will be the voice saying "You did not do that right". No matter what you did.

 

Personal Example

 

To close this thought and post out: I was talking the other month to someone that was getting ready to open source some code they had written. A very useful tool. Their number one fear: that the code they had written would be savaged by the folks they were giving it away to. Sort of like:

 

"Hi. Here is this tool. It did this useful thing for me. If you want it, you can have it, and the code to it, in case you would find it useful."

 

"Oh. My. Ever. Loving. STARS! I can't BELIEVE you gave this away! What a piece of junk! Where did you learn how to code: A fish and tackle shop? Look at this DO loop! Have you ever seen such a thing in your LIFE. And these comments. What language is this?......" On and on.

 

Some build. Some innovate. Some tear down and destroy.

 

For everyone like that critic though, there will be those that thank you for taking the time, and being willing to share. One just has to have a mental killfile / filter.

 

For all its problems: many self inflicted, I still think Open is better. I'm a glass-half-full type. I also remind myself all the time that despite appearances, Open Source is not a computer religion. It is just a good idea.

 

And it is... The Secret Linux Agenda

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