SlideShare a Scribd company logo
InfoAxon profiled as a leading open source solutions company from India in Global Open Source Status Report
InfoAxon profiled as a leading open source solutions company from India in Global Open Source Status Report
Report on the International Status
 of Open Source Software 2010




National Open Source
Software  Observatory


                   www.cenatic.es
Created by:                                                                               This work is distributed under a Creative Commons - Attribution
                                                                                          3.0 Spain license.
The CENATIC Team. National Open Source Competency Centre. National Open Source
Software Observatory (ONSFA).

Penteo ICT Analyst

                                                                                          To see a copy of this license, please visit:
                                                                                          http://creativecommons.org/licenses/by/3.0/es/
With the collaboration of the CENATIC Board of Trustees:

the Ministry of Industry, Tourism and Trade, through Red.es, the Regional Government
                                                                                          This report is available from the CENATIC website:
of Extremadura, the Regional Government of Andalusia, the Principality of Asturias, the
                                                                                          http://www.cenatic.es
Regional Government of Aragón, the Regional Government of Cantabria, the Regional
Government of Catalonia, the Regional Government of the Balearic Islands and the Basque
Government, as well as the Atos Origin, Bull, Telefónica and Gpex companies.              Pictures: INGRAM Publishing / Purestock
                                                                                          (Royalty-free Pictures by Subscription)
                                                                                          UK Office. c/o. Ingram Publishing, 26-28 Hammersmith Grove
Published:
                                                                                          London W6 7BA. UK
©2010 Cenatic
C/. Vistahermosa, 1 - 3ª Planta                                                           The opinions expressed in this publication are those of the
06200 Almendralejo (Badajoz)                                                              different authors of the texts included and do not necessarily
Some rights reserved.                                                                     reflect the opinion of CENATIC.



Legal Deposit: BA-329-2010
ISBN-13: 978-84-693-2425-7



Layout and Production: Línea 4 Comunicación. www.linea4.eu
Table of Contents                                                                                                   4.2 North America .......................................................................            66
                                                                                                                        4.2.1 United States ..............................................................               66
                                                                                                                        4.2.2 Canada ..........................................................................          71

                                                                                                                    4.3 Latin America ........................................................................           74
                                                                                                                        4.3.1 Brazil ..............................................................................      77
                                                                                                                        4.3.2 Argentina ........................................................................         80
                                                                                                                        4.3.3 Mexico ...........................................................................         82
                                                                                                                        4.3.4 Venezuela ......................................................................           84
1. Executive summary ..........................................................................             11
                                                                                                                    4.4 Asia ........................................................................................    85
                                                                                                                        4.4.1 India ...............................................................................      88
   1.1 An overview of the degree of OSS development around
                                                                                                                        4.4.2 China .............................................................................        90
         the world .....................................................................................    12
                                                                                                                        4.4.3 South Korea .................................................................              93
                                                                                                                        4.4.4 Japan .............................................................................        95
   1.2 The contribution of the Community model to the
         development and evolution of OSS .........................................                         16
                                                                                                                    4.5 Oceania ..................................................................................       97
                                                                                                                        4.5.1 Australia .........................................................................        98
2. An overview of the level of OSS development around                                                                   4.5.2 New Zealand ..............................................................                101
   the world ............................................................................................   19
                                                                                                                    4.6 Africa ......................................................................................   103
   2.1 Degree of OSS advancement in technological categories ...                                            28          4.6.1 South Africa ...................................................................          105

3. Models / Typologies of OSS ecosystems .......................................                            31   5. Methodology, execution team and panel of experts ...............                                    109


4. State of affairs for OSS by region.....................................................                  37      5.1 Methodology ..........................................................................          110


   4.1 Europe .........................................................................................     41      5.2 Execution team ......................................................................           112
       4.1.1 Germany .............................................................................          44
       4.1.2 France .................................................................................       48      5.3 Panel of experts .....................................................................          112
       4.1.3 Spain ...................................................................................      51
       4.1.4 Italy .....................................................................................    55   6. Bibliography .................................................................................      117
       4.1.5. Norway ...............................................................................        57
       4.1.6 United Kingdom ..................................................................              59      6.1 Public Sector ..........................................................................        119
       4.1.7 Finland ................................................................................       61          6.1.1 Introduction ...................................................................          119
       4.1.8 Denmark .............................................................................          63          6.1.2 North America ................................................................            119
       4.1.9 Holland ................................................................................       64          6.1.3 Latin America ................................................................            120
6.1.4 Europe...............................................................................        121   7. Appendices ..................................................................................   145
             6.1.5 Africa ................................................................................      125
             6.1.6 Asia ..................................................................................      126      7.1 Questionnaire for the private sector .....................................                  146
             6.1.7 Oceania-Australia .............................................................              127
                                                                                                                         7.2 Questionnaire for the public sector ......................................                  147
       6.2 Private Sector ...........................................................................           128
           6.2.1 Introduction .......................................................................           128      7.3 Questionnaire for universities ...............................................              149
           6.2.2 North America ....................................................................             129
           6.2.3 Latin America ..................................................................               130      7.4 Questionnaire for communities .............................................                 151
           6.2.4 Europe ..............................................................................          130
           6.2.5 Africa ................................................................................        132
           6.2.6 Asia ...................................................................................       132
           6.2.7 Oceania-Australia .............................................................                134

       6.3 Universities and R&D Centres ..................................................                      134
           6.3.1 Introduction .......................................................................           134
           6.3.2 North America ....................................................................             134
           6.3.3 Latin America .....................................................................            134
           6.3.4 Europe ...............................................................................         135
           6.3.5 Africa .................................................................................       135
           6.3.6 Asia ...................................................................................       135
           6.3.7 Oceania-Australia .............................................................                136

       6.4 OSS Communities........................................................................              136
            6.4.1 Introduction .......................................................................          136
            6.4.2 North America ....................................................................            136
            6.4.3 Latin America .....................................................................           137
            6.4.4 Europe ...............................................................................        137
            6.4.5 Africa ..................................................................................     138
            6.4.6 Asia ....................................................................................     138
            6.4.7 Oceania-Australia ..............................................................              139

       6.5 Technologies ..............................................................................          139

       6.6 Legal ............................................................................................   141

       6.7 Information Society ....................................................................             142




6.   Report on the International Status
     of Open Source Software
Prologue

Information and communication technologies, hereafter ICTs, play a key role as a basic element of competitiveness, promoters of innovation and key
factors in the knowledge society. Nowadays, more than half of the increase in productivity in Europe is generated by ICTs, not only in terms of the
investment they represent, but also as an agent directly involved in improving the efficiency of the remaining economic sectors.

ICTs will continue to be a driving force in our economies in the future. We are still at an early stage in the exploitation of all the possibilities they currently
offer, but we can already glimpse some elements that will become opportunities for growth. One of these elements is the extraordinary generalization of
ICTs, which makes them accessible to any user, rather than being limited to experts. As a result, users can simultaneously benefit from them and play
an active role in them. Moreover, there is the already-existing trend of exploiting the potential of cloud computing and social networks, as well as the
application of collective intelligence provided by crowdsourcing, a term coined by Jeff Howe in 2006, according to which collective mass participation in
development projects generates better ideas and more innovative products.

Finally, these developments will be characterised by interoperability. This will allow systems and applications to form a transparent service network over
which knowledge can easily spread and be used in ways that are still difficult for us to foresee.

Interoperability, crowdsourcing, collective intelligence, generalisation, cloud computing and social networks... All these concepts are closely related to
collective construction, the distinguishing feature of Open Source Software, that results in development sharing among companies, administrations
and citizens all over the world, as well as transparency, efficiency and technological independence. The impact of Open Source Software on our
society continues to grow, and it is one of the values of the Network Society. Open technologies are already part of the technological reality for citizens,
companies and the public administration, as their benefits have led to them being chosen as a result of conscious and thorough selection processes.

The CENATIC Foundation, in keeping with its objective of raising awareness about open source technologies, regularly releases research reports that
study the different aspects of open source software. The ultimate aim of these reports is to boost the competitiveness of the Spanish business sector
by providing information about the business opportunities offered by these technologies and identifying international projects that can be implemented
and applied to Spanish society.

The report we present here analyses the International Status of Open Source Software, enabling us to put the current situation in Spain in context based
on the knowledge of technology trends around the world, the promotion and use of open technologies in the Spanish Private and Public sectors, and
the contribution of Spanish Communities of Developers and Universities to important initiatives on an international scale.

It is, in conclusion, a thorough overview of the international context of open source software, creating a starting point for the identification of new
business opportunities for Spanish companies, and new fields of study for CENATIC to continue promoting the use and development of open source
software in Spain.




Francisco Ros Perán
Secretary of State for Telecommunications and the Information Society
President of CENATIC Board of Trustees


                                                                                                                                Report on the International Status
                                                                                                                                         of Open Source Software      7.
InfoAxon profiled as a leading open source solutions company from India in Global Open Source Status Report
Introduction to the Report




Within the framework of CENATIC's regular publications for the dissemination and promotion of open source software in Spain, we present this report,
"The International Status of Open Source Software," which offers an overview of the open source software situation in different geographical areas
around the world.

The objective of this report is to understand the role played by open source software in the Information and Communications Technologies sector around
the world, and to highlight its economic and social impact, on both advanced economies and emerging countries, by analysing the ecosystems that
foster the development of open source software: the Public sector, the Private sector, Universities and Communities of Developers.

The result of this analysis is the identification of the factors that account for the differences in maturity and penetration of open source software in the
different geographical regions. Among these factors, we must highlight the key role of Public Administrations in promoting open source software, both
by developing policies to promote and encourage its use and by becoming a key user of this software, as happens in those European countries most
advanced in the use and development of free technologies. Other factors that explain the different maturity levels among countries are the level of
education and the access their citizens have to the information society. In this regard, as a result of its high level of technical training, India shows a high
level of open source software development, despite the limited access the general population has to the information society.

Each geographical area has been characterized according to the level of maturity shown by the most relevant countries in the region, and this level has
been established through a detailed analysis of the elements of each country's ecosystem. North America, Western Europe and Australia stand out as
the most advanced regions, whereas the whole of Asia, Latin America and Africa show a lower level of development. Aside from these two groups, worth
mentioning is the special position held by several of the most advanced Asian countries such as Japan, Korea, China and India, as well as Brazil in Latin
America and South Africa in Africa, which stand out when compared to the rest of the countries in their region.

The analysis of the different initiatives taking place in these countries has also allowed us to observe the evolution of the operational model for the
communities of developers inherent in open source software.

At the CENATIC Foundation, we hope that this report will contribute to the dissemination of the main initiatives implemented worldwide for the
development of open source software. These initiatives will assist the different economic agents in finding new opportunities for the development of
open source software in Spain.


Miguel Jaque Barbero
Managing Director of CENATIC
01.
01.   Executive summary




                      Report on the International Status
                               of Open Source Software     11.
1.1. Overview of the extent of Open                                                                                                     The United States, Australia and the Western European countries lead
                                                                                                                                              the development and adoption of open source software.
      Source Software development
      around the world.
                                                                                                                                              The level of OSS adoption and development in India, China and Brazil is
                                                                                                                                              higher than expected, considering their level of IS advancement.

                                                                                                                                              In North America, the United States stands out as the world's leading
      The extent to which open source software (OSS) has been adopted and                                                                     Information Society, in both the public and private sectors. This is to
      developed varies a great deal among the different geographical regions                                                                  be expected from a country that is home to both the large multinational
      of the world, and this variability is correlated with the degree to which the                                                           software companies (IBM, Microsoft, Sun Microsystems, Oracle, etc.),
      information society (IS) has developed.                                                                                                 including those from the new generation that sprang up with the Internet
                                                                                                                                              (Google, Yahoo, etc.), and the world's most prominent OSS distribution
       RELATIONSHIP BETWEEN THE INFORMATION SOCIETY AND OSS DEVELOPMENT BY COUNTRY                                                            companies (Sun Microsystem, Red Hat, Novell, etc.), and whose
              OSS INDEX                                                      OSS (Open Source Software) / IS (Information Society)
       2.50                                                                                                                                   universities have made an indisputable contribution to the creation and
                                                                                                                                              development of OSS.
                                                                                                                       United States
       2.00

                                                                                              Germany
                                                                                                              Europe
                                                                                         France
       1.50                                                                 Australia

                             Asia
                                                                   Spain
                                                                                   Norway
                                                                                                   United Kingdom
                                       India                        Italy
                                                  Brazil                            Finland       Denmark
                                                                Korea       Japan                         Sweden
                                                       China
                                                                                     Canada
                                                      New Zealand                               Switzerland Holland
       1.00                 South Africa
                          Venezuela

                                      Tunisia
                                                Argentina
                                                Mexico         Latin America                                                                         The United States, Australia and the Western
                            Egypt                          Chile

       0.50                                Mauritius
                                                                                                                                                      European countries are the leaders in the
                                Africa                                                                                                                   development and adoption of OSS.
          0.00              0.50                           1.00                       1.50                     2.00                    2.50
                                                                                                                                IS INDEX            The level of OSS adoption and development in
                 AFRICA   ASIA        EUROPE               LATIN AMERICA                NORTH AMERICA                 OCEANIA                      India, China and Brazil is higher than expected,
                                                                                                                                                      considering their level of IS advancement.
      Countries with the strongest economies demonstrate a high level of both
      IS and the use of OSS. North America, Western Europe and Australia
      belong to this category. Africa, Latin America and Eastern Europe are
      found at the opposite end of the spectrum, with their countries registering
      low IS and OSS development indices.




12.   Report on the International Status
      of Open Source Software
In the public sector, Europe has experienced greater penetration.
Germany, France and Spain lead Europe in the adoption of OSS.
Government support for OSS adoption has been key, although
different instruments have been used to implement policies. The
German Government has launched policies promoting and supporting
OSS, and the French Government has centralised the promotion of
OSS implementation within the Administration and public companies.
Meanwhile, the adoption of policies promoting open source software
in Spain has largely been the responsibility of the Autonomous
Communities, which have developed initiatives in this area, working
under a clear policy framework established by the Ministry of Industry,
Tourism and Trade and by the Ministry of the Presidency.

Surprisingly, more advanced Information Society countries such as the
Nordic countries, the United Kingdom and the Netherlands show a lower
degree of OSS development. The key difference appears to be the lack
of support given to open source software in the early stages by their
respective governments. Recent legislation and policies promoting the
adoption of open standards and OSS enacted by these countries over
the last few years will undoubtedly make it possible for them to close the
gap with the leading countries.

We must also consider the supporting and harmonising role of the
European institutions, which are contributing to the promotion of the
Information and Communications Technologies (ICTs) sector, and within
this area, to the promotion of OSS, as one of the key driving forces in the
European sector. Similarly, under the Seventh Framework Programme
for Research and Technological Development, the European Union
finances technology-related projects that result in OSS developments,
involving various firms and universities from different countries, each
contributing different skills1.



1 Chapter 4 provides a brief description of the most important OSS projects within this
framework programme, with an emphasis on the universities and companies participating.




                                                                                          Report on the International Status
                                                                                                   of Open Source Software     13.
In the Pacific region, Australia stands out as one of the countries with      China, Japan and Korea all have languages that pose an important
      the highest degree of open source software adoption in the world,             barrier to the visibility of their communities abroad, isolating them from
      thanks to its active communities of OSS developers who participate in         the rest of the world. To overcome this isolation, the three countries have
      international projects. The universities also play a very important role in   formed an alliance to develop a version of Linux for the Asian market,
      both training qualified ICT personnel and participating in OSS projects.      Asianux, with the result that OSS projects are centred around Linux.
      The Australian business sector spends a significant part of its R&D
                                                                                    The Brazilian Government has managed to foster the development of
      budget on OSS projects, which results in the country having a large
                                                                                    open source software in all areas of its ecosystem.
      subsector of open source software companies within the ICT sector
      and in the presence of OSS centres of excellence in the country. This         In Latin America, Brazil stands out from the rest of the countries in the
      is accompanied by a policy of support by the government, which has            region due to the greater extent to which it has adopted and developed
      encouraged the adoption of OSS by the Public Sector.                          OSS, with levels comparable to countries such as India and China. This
                                                                                    is in spite of the fact that its IS level is similar to that of other large Latin
      The combination of these four factors establishes Australia as the
                                                                                    American countries, such as Argentina, Mexico and Chile. The reason
      paradigm for OSS development in a country, thanks to a clear balance
                                                                                    can be found in the support the government has managed to provide
      between the four forces: Government, Universities, the Private Business
                                                                                    in all areas of the OSS ecosystem: the publication of regulations, mass
      Sector and Communities.
                                                                                    migrations in public sector agencies and companies, OSS product
      In Asia, we find four countries that are leading the world in open source     development (goods and services) at the public universities and the
      software, namely India, China, Japan and South Korea, although with           creation of a collaborative portal for Community players.
      very heterogeneous levels of advancement in terms of the Information
      Society. India is the most atypical country, because in spite of its low
      IS level, it has attained a significant level of OSS development, largely
      thanks to the educational level of its population and its involvement in
      programming for American and European companies. OSS development
      in China is tightly controlled by the Government, to the point that the
      main OSS supplier, Red Flag Linux, is partially state-owned.
                                                                                                The Brazilian Government has managed
      In Japan and South Korea, the electronics sector has been one of the                       to foster the development of OSS in all
      driving forces behind the development of OSS applications, but it is not                            areas of the ecosystem.
      the only one. The Korean Government has particularly promoted OSS
      as a means of boosting and dynamising the country's ICT sector. The
      presence of a local leading open source software distributor has favoured
      the adoption of OSS by companies in the private sector, contributing to
      the growth and maturity of the ICT sector.




14.   Report on the International Status
      of Open Source Software
Greater user awareness regarding the use of 100% legal software will
permit higher rates of open source software use in the future. The lack
of supportive policies from Governments and the absence of distributors
able to provide the necessary support are the key factors explaining the
lower rate of OSS development in Latin America.

Finally, Africa trails the world in the development of Open Source
Software and the Information Society, lacking even the minimal means
necessary for developing OSS. To this we can add the inexistence of
public promotion policies and the high rate of illegitimate software use.
Therefore, it is not surprising that only South Africa reaches a value that
is anywhere near the worldwide average for the OSS index. Undoubtedly,
its economic level, which is clearly superior to the rest of the countries
on the continent, along with support from the government and non-
governmental organisations, such as the Shuttleworth Foundation,
explain South Africa's world ranking in terms of OSS.

This leads us to the observation that countries with a higher level of
OSS development and adoption, such as the United States, Australia,
Germany, France, Spain and Brazil, each demonstrate high levels of
development in all parts of the ecosystem: the Government, Universities,
Companies and the Community of Developers.




                                         Report on the International Status
                                                  of Open Source Software     15.
1.2. The contribution of the                                                  1. Subscription to service-based products: the distribution of software
                                                                                    packages with related maintenance services.
      Community model to OSS                                                        2. Value-added services, based on the knowledge generated by
      Development and its evolution.                                                the community.

                                                                                    3. Software “as a service”: the client accesses and uses the software
      Since Richard Stallman began the GNU/Linux project in 1983, the open source   remotely, with no need to install it on his own computer. He pays only for
      software development model has evolved towards new forms of cooperation       his use of the software.
      revolving around the basic concept of a community of developers.
                                                                                    4. Hybrid model: the client has access to certain OSS-licensed software
      Most Linux distributions are, to a greater or lesser extent, developed and    and receives extra features under another license.
      led by their communities of developers and users. In some cases, they
      are led and financed completely by the community, as with Debian GNU/         5. Cross-selling. Another way to market OSS, along with the rest of the
      Linux, while others rely upon commercial distribution and a version of a      product portfolio.
      community, as we see in the example of RedHat with Fedora or SuSE
                                                                                    The community model of OSS development is a global model, with
      with OpenSuSE.
                                                                                    collaboration from players in different countries.
      There are OSS communities whose members are small, medium or
                                                                                    The open source software development model is a globalising model in
      large companies, public administrations, universities and research
                                                                                    which players use the Internet to take part in projects in a cooperative
      centres and technology centres. They all share the principle that open
                                                                                    environment, regardless of the nationality of the player or the project, and
      source software is an effective strategy for improving the processes of
                                                                                    there are no differences between geographical areas, either in terms of
      technology research, development and innovation, making it possible to
                                                                                    the workings of the communities or the associated business models.
      establish viable business models and win-win relationships that promote
      collaboration.

      This evolution has led to the creation of three types of communities:
      ad-hoc communities that come together for specific projects; foundation
      communities for large projects that require the formalisation of the
      community's policies; and communities backed by companies, either
      individually or through a consortium of several companies, often from                 The community model of OSS development
      different sectors, formed for one specific, common project.                           is a global model, with collaboration from
                                                                                                   players in different countries.
      Based on this model of knowledge generation, five business models
      have been established:




16.   Report on the International Status
      of Open Source Software
COMMUNITY OF DEBIAN DEVELOPERS AROUND THE WORLD




                                          Report on the International Status
                                                   of Open Source Software     17.
02.
02.   Overview of the extent
      of Open Source Software
      development around
      the world




                        Report on the International Status
                                 of Open Source Software     19.
Overview of the extent of Open                                                  practical reasons, but instead is the result of a clear strategy that aims
                                                                                      to affect the development of the IS, such as in the case of Extremadura
      Source Software development                                                     or Andalusia, in Spain.

      around the world                                                                As a result, the overview of the extent of OSS development around the
                                                                                      world presents country rankings on the basis of their maturity in terms
      This chapter presents an overview of the current Open Source Software           of both the open source software itself, and the Information Society.
      (OSS) situation around the world, based on the extent to which users            Considering both dimensions enables us to adequately evaluate
      (companies, Public Administrations or individuals) use OSS and the              the current state of each country and determine its starting point for
      level of development reached by the sector, taking into account the             exploiting the benefits of OSS.
      support provided through the policies of the Public Administrations and
      the existence of companies that market OSS products.                            To determine the ranking of each country with regard to these factors,
                                                                                      two indices have been created from specific variables that measure
      The degree of use and development must be put into context by                   not only the degree of advancement of the IS, but also the degree of
      examining the maturity of the Information Society (IS) in the countries         development of each country in the use of OSS. Each country's score on
      that form the different geographical regions, since this will help to explain   the index is the result of weighting the deviation from the mean for each
      the different levels of OSS development.                                        variable, using specific weights assigned to each variable1. In both cases,
                                                                                      economic, technological, social, educational and political variables
      An Information Society is one in which the creation, distribution and
                                                                                      have been considered to create an index which takes into account the
      processing of information constitutes an important part of cultural and
                                                                                      influence of these areas on both IS and OSS development. The use of
      economic activities; it is seen as the successor to the industrial society.
                                                                                      indices allows for an objective comparison among countries.
      Information Societies emerge as the result of the implementation of
      Information and Communications Technologies (ICT) in a community. The           Looking only at the score obtained by each country for the open source
      effectiveness of this technology, which affects such basic elements of a        software index, three groups emerge: Advanced Countries, Less-
      person as speech, memory and learning, in many senses modifies the way          advanced Countries and Developing Countries. Among the countries
      in which many activities taking place in modern society can be performed.       in the first group are the United States, Germany, France and Spain,
                                                                                      with scores that are clearly above average, leading the advancement
      According to the study by MERIT-UNISYS, “Study on the effect of
                                                                                      and development of OSS. In the second group are countries such as
      the development of the information society of European public bodies
                                                                                      Austria, Slovenia and Poland, with around average scores for the use
      making their own software available as open source,” which is based
                                                                                      and development of OSS. Finally, the last group contains countries such
      on the study of experiences surrounding the implementation of OSS
                                                                                      as Romania, the Ukraine, Greece and Chile, which have clearly below
      in various Public Administrations in Europe, these initiatives have
                                                                                      average scores, accompanied by low usage and development of open
      affected the IS in different ways. The greatest impact is evident when the
                                                                                      source software.
      decision to use open source software is not based on purely technical or
                                                                                      1 A detailed explanation of the methodology used to create the Open Source Software and
                                                                                      Information Society indices can be found in the appendices.




20.   Report on the International Status
      of Open Source Software
Adding the second dimension to understand the reasons behind the                                                                             If we divide the previous graph into four quadrants, four groups emerge,
differences in the degree of OSS development, a matrix was created to                                                                        crossing the high/low levels of the IS Index and the high/low levels of
cross the open source software index with the IS advancement index.                                                                          the OSS Index, and using an index value of 1 as the average value for
                                                                                                                                             both indices.
As can be seen in the following graph, there is a high degree of correlation
between both indices; countries with a high degree of IS development
                                                                                                                                              RELATIONSHIP BETWEEN THE INFORMATION SOCIETY AND OSS DEVELOPMENT BY COUNTRY
also have high degrees of OSS development.                                                                                                           OSS INDEX                                                        OSS (Open Source Software) / IS (Information Society)
                                                                                                                                              2.50
                                                                                                                                                        High OSS development                                                  High OSS development
                                                                                                                                                        Low IS development                                                    High IS development
 RELATIONSHIP BETWEEN THE INFORMATION SOCIETY AND OSS DEVELOPMENT BY COUNTRY                                                                                Quadrant A                                                            Quadrant B
                                                                                                                                                                                                                                                              United States
        OSS INDEX                                                          OSS (Open Source Software) / IS (Information Society)              2.00
 2.50
                                                                                                                                                                                                                                     Germany
                                                                                                                                                                                                                               France

                                                                                                                      United States           1.50                                                          Spain    Australia
 2.00                                                                                                                                                                                                                       Norway
                                                                                                                                                                                                                                          United Kingdom
                                                                                                                                                                                India                        Italy
                                                                                                                                                                                           Brazil                         Finland        Denmark
                                                                                                                                                                                                         Korea       Japan                       Sweden
                                                                                            Germany                                                                                             China
                                                                                                                                                                                                                            Canada
                                                                                       France                                                                                                  New Zealand                             Switzerland Holland
                                                                                                                                              1.00                   South Africa
 1.50                                                             Spain     Australia
                                                                                                                                                                   Venezuela             Argentina
                                                                                   Norway                                                                                                Mexico
                                                                                                United Kingdom
                                       India                       Italy
                                                 Brazil                          Finland        Denmark                                                              Egypt     Tunisia              Chile
                                                               Korea        Japan                       Sweden
                                                      China
                                                                                   Canada
                                                     New Zealand                              Switzerland Holland                             0.50                                  Mauritius
 1.00                   South Africa                                                                                                                    Low OSS development                                                                         Low OSS development
                      Venezuela                Argentina                                                                                                Low IS development                                                                          High IS development
                                               Mexico
                                                                                                                                                            Quadrant C                                                                                  Quadrant C
                         Egypt     Tunisia                Chile

 0.50                                     Mauritius                                                                                              0.00                0.50                           1.00                    1.50                     2.00                     2.50
                                                                                                                                                                                                                                                                       IS INDEX
                                                                                                                                                          AFRICA      ASIA          EUROPE             LATIN AMERICA             NORTH AMERICA                OCEANIA

    0.00                0.50                              1.00                      1.50                      2.00                    2,50
                                                                                                                               IS INDEX
             AFRICA      ASIA           EUROPE               LATIN AMERICA               NORTH AMERICA               OCEANIA                 The countries with the strongest economies are concentrated in quadrant
                                                                                                                                             B, with values greater than 1 for both the IS Index and the OSS Index. This
                                                                                                                                             group includes the United States, the countries of the EU-15 and the most
This relationship has already been clearly established in studies such as
                                                                                                                                             developed Asian economies, such as Japan, South Korea, and Australia.
the “Study on the effect of the development of the information society of
European bodies making their own software available as open source,”                                                                         Quadrant C includes countries with weaker or developing economies,
conducted by Unisys-MERIT in 2007 and the “Study on the Economic                                                                             mainly African countries and most Latin American countries, as well as
impact of open source software on innovation and the competitiveness                                                                         the latest additions to the EU (Latvia, Bulgaria and Cyprus) and Asian
of the Information and Communication Technologies (ICT) sector in the                                                                        countries such as Cambodia and Vietnam. Except for a few notable
EU,” conducted by UNU-MERIT in 2006.                                                                                                         exceptions, such as South Africa, Vietnam, Malaysia and Venezuela,
                                                                                                                                             most of the governments of the countries in quadrant C make no
                                                                                                                                             significant efforts to promote the IS, or to develop OSS.




                                                                                                                                                                                                                       Report on the International Status
                                                                                                                                                                                                                                of Open Source Software                              21.
Exceptions to the general pattern are India, Brazil and China, which
                                                                                       RELATIONSHIP BETWEEN THE INFORMATION SOCIETY AND OSS DEVELOPMENT BY COUNTRY
      appear in quadrant A. These countries score highly on the OSS                           OSS INDEX                                                              OSS (Open Source Software) / IS (Information Society)
                                                                                      2.50
      Development Index, but are below average on the IS Index. This is                          High OSS development                                                       High OSS development
                                                                                                  Low IS development                                                         High IS development
      explained by the fact that these countries are important developers of                          Quadrant A                                                                 Quadrant B
                                                                                                                                                                                                             United States
                                                                                      2.00
      OSS and outsourcing production centres where OSS applications are
                                                                                                                                                                                   Germany
                                                                                                                                                                                                   Europe
      developed, but are not large users or consumers of OSS. Nonetheless,                                                                                                   France
                                                                                      1.50                                                                         Australia
      in spite of being countries with low usage levels for the new technologies,                               Asia
                                                                                                                                                         Spain
                                                                                                                                                                          Norway
                                                                                                                                                                                       United Kingdom
                                                                                                                              India                       Italia
                                                                                                                                                                        Finland
      their OSS know-how contributes to a high score on the OSS Index. This                                                             Brazil
                                                                                                                                             China
                                                                                                                                                      Korea        Japan
                                                                                                                                                                          Canada
                                                                                                                                                                                       Denmark
                                                                                                                                                                                               Sweden
                                                                                                                                            New Zealand                              Switzerland Holland
      relationship corroborates a market situation in which OSS is designed           1.00                     South Africa

      in countries with advanced economies and produced in countries where
                                                                                                             Venezuela

                                                                                                                          Tunisia
                                                                                                                                      Argentina
                                                                                                                                      Mexico         Latin America
                                                                                                                Egypt                            Chile

      labour is very cheap. In other words, an offshoring model is used for            0.50          Africa                      Mauritius

      economic reasons. It is interesting to note that the countries in this group               Low OSS development
                                                                                                  Low IS development
                                                                                                                                                                                                  Low OSS development
                                                                                                                                                                                                   High IS development
                                                                                                     Quadrant C                                                                                       Quadrant D
      stand out for their high scores on social and academic variables on both
                                                                                          0.00                 0.50                              1.00                      1.50                     2.00                     2.50
      indices, and for the support given by their respective governments for                                                                                                                                          IS INDEX
                                                                                                    AFRICA      ASIA           EUROPE               LATIN AMERICA              NORTH AMERICA               OCEANIA
      OSS development. As a result, these countries have the qualified human
      resources that make the development of OSS applications possible.

      Engaging in a deeper analysis of the ranking of the countries in the matrix    A detailed analysis of each of the major geographical areas in the world
      relating the Degree of IS Advancement to the Degree of OSS Development,        has been carried out based on the relative position of the countries
      we observe the formation of clusters or groups of countries according to       in each region for the analysed indices. The aim of the subsequent
      their geographic region. For example, the main European countries (shown       examination of each country is to understand the factors explaining
      on the graph as red dots) are grouped around values between 1 and 2 on         these ranking differences, based on the four elements that form the
      the X-axis, and values between 1 and 1.75 on the Y-axis.                       OSS ecosystem2:

      The main Asian countries are concentrated in the area bounded by IS Index
      values between 0.75 and 1.5 and OSS Index values between 1 and 1.5.            2 Chapter 4, “State of affairs for Open Source Software by area,” gives a detailed description
                                                                                     of the situation in each geographical region with regard to open source software development,
                                                                                     as well as the specific contribution made to this position by the most representative countries
      Latin American countries are concentrated in the area bounded by               in the region.
      values between 0.5 and 1 on both indices, while African countries show
      a similar dispersion with regard to the degree of OSS development, but
      less dispersion in the degree of IS advancement, with values between 0.5
      and 0.75 on this index, representing the least developed geographical
      area in the world for IS and OSS.




22.   Report on the International Status
      of Open Source Software
1. The Administration's two-fold activity as a promoter of public policies                                   EUROPE: INFORMATION SOCIETY AND OSS DEVELOPMENT BY COUNTRY
in the area of OSS and as a user of OSS.                                                                  OSS INDEX                                                     OSS (Open Source Software) / IS (Information Society)
                                                                                                   2.00
                                                                                                            High OSS development                                High OSS development
                                                                                                            Low IS development                                  High IS development
2. The degree of OSS production and adoption by the country's private                             1.80
                                                                                                                Quadrant A                                          Quadrant B                 Germany

business sector and the size and composition of the subsector formed                              1.60                                                                                      France

                                                                                                                                                                Spain
by OSS companies.                                                                                 1.40                                                                  Italy             Norway
                                                                                                                                                                                                          United Kingdom
                                                                                                                                                                                    Finland               Denmark
                                                                                                  1.20                                                                                                           Sweden
3. The contribution of the country's universities to training qualified                                                                     Poland
                                                                                                                                                                  Estonia       Belgium
                                                                                                                                                                                                     Switzerland     Holland
                                                                                                                                                                      Ireland
                                                                                                  1.00                                                         Slovenia
human resources and carrying out OSS-based projects.                                                                                   Bulgaria Lithuania
                                                                                                                                   Russia                    Portugal            Austria
                                                                                                                                                        Hungary
                                                                                                  0.80                              Romania     Slovakia     Czech Republic
                                                                                                                                                Greece         Israel       Luxembourg
4. Efforts by Communities of OSS Developers and Users3.                                           0.60
                                                                                                                                    Turkey Latvia
                                                                                                                                               Cyprus
                                                                                                                                                         Malta


                                                                                                  0.40
In Europe, the countries belonging to the EU-15 are ranked among the                                        Low OSS development                                                                    Low OSS development
                                                                                                  0.20      Low IS development                                                                     High IS development
most advanced in terms of information technologies and OSS, while                                               Quadrant C                                                                             Quadrant D
                                                                                                  0.00
countries that have recently been admitted to the EU and non-member                                  0.00      0.20      0.40      0.60       0.80       1.00        1.20          1.40            1.60       1.80         2.00

states are located in quadrant C.                                                                                                                                                                            IS INDEX




Among the leading countries are Germany, France and Spain. These                                  At the opposite end of the scale, we see the countries recently admitted
countries all have significant institutional support for the development and                      to the EU, but we also find Portugal and Greece in quadrant C, meaning
use of OSS, but also have some very interesting fundamental differences.                          that they have below-average IS and OSS development despite both
While Germany has promoted OSS through policies to recommend and                                  countries being members of the EU-15.
facilitate its use, France has fostered OSS through its implementation
in public institutions and large public companies. In Spain, most public                          The low level of development in the use of OSS in Portugal seems
initiatives have taken place in the Autonomous Communities, under the                             to originate from the rejection by Parliament in 2003 of the proposed
OSS framework policies established by the Ministry of Industry, Tourism                           legislation that would have imposed the use of OSS on the Public
and Trade and the Ministry of the Presidency, resulting in a wide variety of                      Administrations. This appears to be the turning point that halted OSS
OSS projects. These three countries also have excellent OSS suppliers                             development in Portugal, where to date most projects have been
in the internationalisation phase of their operations.                                            focused on the educational sector, thanks to the agreement signed with
                                                                                                  Sun Microsystems in 2004. In the case of Greece, the explanation also
                                                                                                  seems to lie in a lack of committed support from the Government. By
3 Chapter 4, “State of affairs for Open Source Software by area,” gives a detailed description
                                                                                                  comparison, Norway seems to be following exactly the opposite policy:
of the situation in each geographical region with regard to open source software development,     in 2002, it declined to renew a contract with Microsoft in an effort to
as well as the specific contribution made to this position by the most representative countries
in the region.                                                                                    foster competition between proprietary software companies and OSS.




                                                                                                                                                                Report on the International Status
                                                                                                                                                                         of Open Source Software                                  23.
Between the leading group and the countries in quadrant C, we can               In the Asian region, large, consolidated economies such as Japan and
      identify at least two other groups of countries, based on their OSS Index       Korea stand out, as do developing nations such as India and China.
      level. Not far from the top group are Italy, the United Kingdom and the
      Nordic countries. The small difference between them and the leaders is                    ASIA: INFORMATION SOCIETY AND OSS DEVELOPMENT BY COUNTRY

      mainly explained by the Administration's delay in implementing policies          2.00
                                                                                              OSS INDEX                                                OSS (Open Source Software) / IS (Information Society)


      supporting OSS, as compared to the countries in the first group.                                    High OSS development                                High OSS development
                                                                                      1.80                Low IS development                                  High IS development
                                                                                                              Quadrant A                                          Quadrant B
      Both groups share numerous communities of qualified developers who              1.60

      are contributing to OSS projects and the development of the ICT sector          1.40
                                                                                                                            India
      in Europe.                                                                      1.20                                                 China      Korea
                                                                                                                                                                  Japan

                                                                                      1.00                            Thailand
                                                                                                                                    Malaysia
      The most prestigious universities in these countries are collaborating                                      Vietnam
                                                                                      0.80
      with the main companies in the European ICT sector on research
                                                                                      0.60
      projects developing OSS. Many of these projects are financed by the                                             Cambodia
                                                                                      0.40
      European Union, within the framework of policies promoting the ICT                         Low OSS development                                           Low OSS development
                                                                                      0.20       Low IS development                                            High IS development
      sector in the European Union.                                                                  Quadrant C                                                    Quadrant D
                                                                                      0.00
                                                                                         0.00      0.20        0.40      0.60       0.80       1.00   1.20       1.40         1.60         1.80        2.00
      The following group of European countries, all found in quadrant B of the IS/                                                                                                      IS INDEX
      OSS matrix, consists of Holland, Switzerland, Belgium, Ireland and Estonia.
      They demonstrate a lower degree of OSS adoption and development.
                                                                                      India is one of the most advanced developing countries in terms of
      In the North American region, we find different levels of OSS development:      OSS. The high level of training has created a very developed software
      while the U.S. is the leader in OSS, Canada has not fully exploited its         industry in the country, where European and American companies
      potential. Although the Federal Government has not enacted clear,               subcontract development. On the one hand, India has abundant
      decisive policies supporting OSS in either country, in the U.S., different      talent: it turns out 200,000 engineers, 300,000 technicians and over
      states have been active in promoting it, such as in the case of projects        3 million university graduates each year. Added to these figures are
      stemming from Law 2892 in Oregon and Law 1579 in Texas.                         the many students who travel to the United States at some point in
                                                                                      their university career to complete their training. On the other hand,
      What has really positioned the United States as world leader in OSS
                                                                                      labour costs are much lower than in most developed countries,
      development has been its private and social initiatives. Both the Free
                                                                                      where salary costs are on average 4 times greater for the same task.
      Software Foundation and the Open Source Initiative originated in the U.S.
      American universities have been the birthplace of many OSS projects.




24.   Report on the International Status
      of Open Source Software
activity planned and orchestrated by the state. To provide an example,
                                                                              the main supplier, Red Flag Linux, is partially state-owned, and is used
                                                                              by the government in its implementations.

                                                                              In Japan, the electronics sector enthusiastically promotes OSS
                                                                              development. Most products in this industry require the inclusion of
                                                                              embedded OSS systems. However, advancement in the adoption of OSS
                      India accounts for 70%                                  by the business sector seems to be slowed by the lack of suppliers.
                         of outsourced IT
                        services worldwide.                                   For several years, Korea was very active in supporting OSS, and after a
                                                                              few years of inactivity it has recently resumed its activities. One of the latest
                                                                              government initiatives has been the creation of an international contest for
                                                                              developers, in which the leading supplier Haansoft participates.

                                                                              As shown on the graph, the highest ranked country in Latin America is
                                                                              Brazil. Brazil has become the leading country in Latin America in terms of
However, even though a great quantity of OSS is developed in the
                                                                              OSS development, and it also fits the‎ paradigm of an ecosystem formed
country, the implementation level is not as high as it should be. This is
                                                                              by four balanced elements: the Government, the private business sector,
due in part to the government not wanting to create a conflict of interests
                                                                              universities and the community of developers.
with the proprietary software companies that provide a great deal of
work to local industry.                                                       The government promotes its development and use, operating in all
                                                                              areas of the ecosystem through numerous regulations, such as Law
Japan, Korea and China signed a collaboration agreement to develop
                                                                              4/2008, on the process through which the Administration contracts IT
and support OSS, which has enabled the development of a standardised
                                                                              services, and by mass migrations in the public sector, coordinated by
version of Linux, adapted for the Asian market. The three countries face
                                                                              specialised committees and included in annual plans (currently, the
a language barrier that makes it difficult for them to collaborate with the
                                                                              Strategic Plan from the Federal Government's Open Source Software
international community, leading to their lack of visibility. The community
                                                                              Committee, CISL 2009).
model is fundamental for localisation, and in this sense OSS makes a
special contribution to bringing the IS closer and making it available to     Another Brazilian initiative has been the creation of a Public Software
non-English speaking people, especially those from countries that do          Portal to generate collaboration between users and developers and
not use the Latin alphabet.                                                   the Centre for the Diffusion of Technology and Knowledge (CDTC),
                                                                              promoted by the National Institute of Information Technology (ITI).
However, the development model in these countries is different. The
Chinese Government has made a firm commitment to this model, with




                                                                                                                          Report on the International Status
                                                                                                                                   of Open Source Software        25.
LATIN AMERICA: INFORMATION SOCIETY AND OSS DEVELOPMENT BY COUNTRY                                                   although only the Government of Venezuela has come out in favour of
               OSS INDEX                                                  OSS (Open Source Software) / IS (Information Society)   OSS, as opposed to proprietary software. In 2004, the “Yellow Book
       2.00
                           High OSS development                                       High OSS development                        of Open Source Software: the use and development of OSS in Public
      1.80                  Low IS development                                        High IS development
                                Quadrant A                                                 Quadrant B                             Administration” was published. The government also published Decree
       1.60
                                                                                                                                  3390, which establishes the mandate for the Administration to migrate to
       1.40
                                                                                                                                  OSS over a two-year period.
                                                         Brazil
       1.20

       1.00                                                                                                                       In Argentina, Ututo was developed, which is the country's first Linux
                                    Venezuela
                                                   Argentina
                                                                                                                                  distribution to be recognised by the Open Source Software Foundation.
       0.80                                     Peru
                                                       Mexico
                                                         Chile                                                                    Ututo plays an important and symbolic role in Latin America4, in spite of
       0.60
                                                                                                                                  the central Government's lack of support. In Mexico, civil servants are
      0.40
                           Low OSS development                                       Low OSS development                          able to choose the solution that best meets their needs, but the lack of
                            Low IS development                                       High IS development
       0.20                    Quadrant C                                                Quadrant D                               suppliers is slowing down the rate of OSS adoption in the country.
       0.00
           0.00     0.20     0.40        0.60          0.80       1.00   1.20       1.40         1.60         1.80        2.00
                                                                                                                                  Africa is still starting to take its first steps in the adoption and development
                                                                                                            IS INDEX
                                                                                                                                  of OSS, and governments in the respective countries still have not made
                                                                                                                                  a clear commitment in this regard. Nonetheless, it should be pointed
                                                                                                                                  out that greater awareness concerning legal software use would enable
      In 1999, the university centre UNIVATES, in southern Brazil, decided                                                        greater OSS development.
      to develop its own academic administration system, called SAGU,
      using OSS tools. SAGU enabled UNIVATES to save almost €140,000                                                              Tunisia and South Africa are the two countries with the greatest
      in license fees and nearly €48,000 in server and equipment updates.                                                         knowledge about OSS, and some official policies promoting it. Morocco
      As a result, UNIVATES offered to let its IT team form a separate entity                                                     is exploring the possibility of developing this type of policies.

      from the university, called SOLIS, as it was already developing solutions                                                   The OSS community on the continent is very fragmented, and the
      for regional industrial and economic problems that went far beyond its                                                      most common projects are local adaptations. A good example of this
      original functions. SOLIS currently has 51 employees developing OSS-                                                        is translate.org.za, a South African project for the local adaptation of
      based solutions for local industries and universities in Brazil. It charges                                                 several OSS initiatives to the country's 11 official languages. In this
      for its services and provides its products under a GPL license.                                                             manner, OSS contributes to overcoming the English barrier, bringing the
                                                                                                                                  IS to people in developing countries.
      On the second tier are countries like Argentina, Mexico, Venezuela,
      Peru and Chile. Generally speaking, greater user awareness regarding
      the use of 100% legal software will permit higher rates of open source
      software use in the future. Among these countries, the first three are the                                                  4 El software libre y las perspectivas para el desarrollo en América Latina y el Caribe [Open
                                                                                                                                  source software and the prospects for development in Latin America and the Caribbean]
      most active and have come the furthest in terms of OSS development,                                                         http://www.mentores.net/Portals/2/mentores_net_sabemos_software_libre.pdf




26.   Report on the International Status
      of Open Source Software
To date, only South Africa has made significant advances in OSS in                              AFRICA: INFORMATION SOCIETY AND OSS DEVELOPMENT BY COUNTRY
the country's economy, thanks to support from the government and                                OSS INDEX                                                   OSS (Open Source Software) / IS (Information Society)
                                                                                         2.00
organisations such as the Shuttleworth Foundation, which ran an                                             High OSS development                                       High OSS development
                                                                                         1.80               Low IS development                                         High IS development
interesting campaign to promote OSS: Go Open Source. The OSS Law                                                Quadrant A                                                 Quadrant B
                                                                                         1.60
of 20065 established the preference for OSS over proprietary software.
                                                                                         1.40

Companies from the sector, in collaboration with the country's                           1.20
universities, contribute to training qualified OSS personnel. A                          1.00
                                                                                                                      South Africa
flourishing subsector of OSS suppliers provides the support needed                       0.80
for the adoption of OSS by the Administration and private companies.                                                  Egypt     Tunisia
                                                                                         0.60
                                                                                                                                     Mauritius
Here, we also find the combination of the four elements of the OSS                       0.40
                                                                                                            Low OSS development                                       Low OSS development
                                                                                                            Low IS development                                        High IS development
ecosystem that have made South Africa the regional leader.                               0.20                   Quadrant C                                                Quadrant D

                                                                                         0.00
Organisations like UNESCO are contributing to the dissemination of                          0.00     0.20      0.40        0.60           0.80   1.00     1.20        1.40         1.60         1.80        2.00

OSS on the continent with projects such as the MITFTAAH memory                                                                                                                                IS INDEX


stick, which is distributed in Tunisia, Algeria, Libya and Morocco, with
OSS in Arabic, English and French.

There is no doubt that OSS will contribute to improving access to ICTs for              In addition, its universities play a very important role in the training of
those living in developing countries by reducing the cost of the minimum                qualified ICT personnel. One of the best-known universities is the College
infrastructures required for the IS in countries with emerging economies,               of Information Technology at the University of Queensland, where
thereby eventually reducing the digital divide.                                         students are exposed to OSS from the first semester of their studies.
                                                                                        The university sector also plays an important role in collaborating on
In the Oceania region, Australia leads the way as one of the countries
                                                                                        OSS projects. One such case is the state-run NICTA company, where
with the highest level of OSS adoption worldwide, thanks to its active
                                                                                        different Australian universities7 engage in close collaboration with
communities of OSS developers. Its participation in international projects
                                                                                        various governmental agencies for OSS projects.
is widely recognised. It is one of the countries with the highest number of
contributors per capita, one-third of whom serve as project leaders6.                   An OSS-oriented business framework, the fourth essential element in the
                                                                                        ecosystem, provides the support needed by the private business sector
                                                                                        to adopt OSS. This makes Australia the paradigm of an ecosystem ripe
                                                                                        for OSS development.
5 http://www.oss.gov.za/wp-content/uploads/2009/03/foss-policy-approved-by-cabinet-
2007.pdf
6 Waugh Partners. The Australian Open Source Industry & Community Report 2008 http://
census.waughpartners.com.au/census-report-2008-r1.pdf

                                                                                        7 University of Sydney, University of Melbourne, Griffith University, Queensland University of
                                                                                        Technology and University of Queensland



                                                                                                                                                        Report on the International Status
                                                                                                                                                                 of Open Source Software                            27.
2.1. Degree of advancement of OSS                                                          Oceania stands out for having the greatest OSS penetration in

      in technological categories.
                                                                                                 infrastructure software, followed closely by North America, Europe and
                                                                                                 Latin America. Asia and Africa have lower levels.

                                                                                                 With regard to applications development software, all geographical
      With regard to the extent of OSS development in the different
                                                                                                 regions except Africa have a similar level of OSS development, with
      technological categories, a high degree of homogeneity is observed in
                                                                                                 a value of around 3, with North America leading the way with a higher
      all geographical areas in each category.
                                                                                                 score of nearly 3.50. Africa, on the other hand, clearly lags behind in this
      Based on a survey of a panel of experts, an average score was assigned                     category, with experts giving its degree of development as a score of 2
      for the degree of OSS development in each category. The experts were                       on the 5-point scale.
      asked to rate, from 1 to 5, the degree of OSS development in their
      geographical region for each technological category. The results are
      shown below.                                                                                   DEGREE OF DEVELOPMENT OF APPLICATION DEVELOPMENT SOFTWARE

                                                                                                   3.0
      Infrastructure software is the category that shows the highest degree of
                                                                                                                      2.44                                                        2.33
      development around the world, with an average value of 3.07, followed                        2.5                                                                  2.29
                                                                                                                                         2.11        2.07
      by applications development software, which obtained an average score
                                                                                                   2.0                                                           1.80
      of 2.89.
                                                                                                   1.5

                      DEGREE OF INFRASTRUCTURE SOFTWARE DEVELOPMENT                                1.0

         4                                                                                         0.5
                                                                                          3.67
                           3.33
                                           3.22          3.23                                      0.0
                                                                            2.76
         3                                                                                                                  A                           E
                                                                                                                       IC                IC
                                                                                                                                              A
                                                                                                                                                      OP          CA      IA          IA
                                                                                                                   ER                 ER                      RI        AS         AN
                                                                     2.20                                                                           UR      AF                    E
                                                                                                                 AM                 AM            E                            OC
                                                                                                             H                  N
         2                                                                                               OR
                                                                                                            T             TI
                                                                                                     N                  LA


         1


         0                                                                                       In the business management software category, penetration is lower
                            ICA                 A         PE         CA       IA           IA    around the world, with a worldwide average of 2.17. All geographical
                        ER                 IC         RO          RI        AS         AN
                                        ER          EU          AF                    E
                      AM              AM                                           OC            regions show a similar level of development, with values between 2.20
                 TH               N
              OR             TI                                                                  and 2.40. Once again, the exception is Africa, which scored less than 2.
             N             LA
                                                                                                 North America and Asia lead in this category.




28.   Report on the International Status
      of Open Source Software
Finally, with regard to desktop applications, the average world penetration
       DEGREE OF BUSINESS MANAGEMENT SOFTWARE DEVELOPMENT
                                                                                                    is similar to that of business management software, with experts giving
 3.0                                                                                                an average score of 2.33 on a 5-point scale. Only North America stands
                   2.44                                                                  2.33       out with a score close to 3, while for the rest of the geographical regions,
 2.5                                                                        2.29
                                       2.11           2.07                                          the degree of OSS development in this category earns scores of around
 2.0                                                                 1.80
                                                                                                    2. In this case, Africa is at the same level as the rest of the continents,
 1.5                                                                                                with the exception of North America.
 1.0

 0.5

 0.0
                         A                   A              E
                    IC                  IC          OP                 CA        IA            IA
                  ER                  ER                             RI     AS               AN
                                                  UR            AF                       E
              AM                 AM              E                                    OC
          H                  N
       RT             TI
   NO               LA




                                                                                                           With regard to the extent of OSS development
                                                                                                            in the different technological categories, a
                                                                                                           high degree of homogeneity is observed in all
              DEGREE OF DESKTOP AND OS SOFTWARE DEVELOPMENT                                                    geographical areas in each category.
3.50
                   2.89
3.00
                                                                            2.41
2.50                                   2.22           2.23           2.20
                                                                                         2.00
2.00

1.50

1.00

0.50

0.00
                         A                               E
                    IC                      A           P             CA      IA              IA
               ER                      IC            RO           RI        AS            AN
             AM                    ER            EU             AF                       E
                                 AM                                                   OC
        TH                   N
      R              TI
   NO              LA




                                                                                                                                             Report on the International Status
                                                                                                                                                      of Open Source Software      29.
03.
03.   Models / Typologies
      of Open Source Software
      ecosystems




                        Report on the International Status
                                 of Open Source Software     31.
Models / Typologies of Open Source                                             This model currently permits:

      Software ecosystems                                                            •    The creation of groups of developers on a worldwide scale, in
                                                                                          different time zones and different geographical regions, who share
                                                                                          knowledge and code.
      Considering this study from a worldwide perspective, we proposed
      an examination of the types of business models in existence in the             •    High-quality developments and innovations that otherwise only
      area of Open Source Software (OSS). Our aim was to understand the                   large corporations could afford, due to the cost they represent.
      characteristics of the different models and their key success factors, and
                                                                                     •    Shorter timescales for launching new products on the market.
      eventually the differences by geographical region.
                                                                                     •    Access to low-cost solutions, upon which many of today's successful
      To start with, we considered the OSS development model that became
                                                                                          companies are based.
      popular thanks to the GNU project, begun in 1983 by Richard Stallman,
      with the objective of creating an operating system similar to and              •    Scalability; OSS allows capacity to be increased to meet
      compatible with UNIX and the POSIX standards. He also established                   growing demand.
      the Open Software Foundation (OSF) in 1985, which developed the
      General Public License (GPL) to provide a legal framework for the free         According to Rishab Ghosh in his study “The Economic Impact of
      diffusion of the software generated. This permitted the project to be          FLOSS”2, version 2.2 of Debian GNU/Linux, launched in 2001, contains
      developed very quickly by many people, by means of a community of              55 million lines of code, of which core Linux occupies only 6%. If Debian
      developers that joined forces to improve the initial product, the source       had been developed by a private company, the estimated commitment
      code of which was accessible to members of the community.                      would have been 14,005 persons/year, and the estimated project would
                                                                                     have taken 6.04 years to complete with a team of 2,318 developers, at
      By the early 90s, there was enough software available to create a complete     a development cost of €1,294,110,796.
      operating system. The core was still lacking, however. In 1991, in Helsinki,
      Linus Torvalds began a project that would later become core Linux, capable     Eric Raymond characterised the differences between the software
      of running BASH and the compiler known as the GNU Compiler Collection.         development models by dividing them into two types: “cathedral and
      The GPL for Linux was adopted in January 1992. This licensing model            bazaar.”3 Accordingly, the development of proprietary software is
      facilitates what is known as the bazaar development model1, based on the       likened to the building of a cathedral (enormous, closed, slow), while the
      exchange of information and work by community members.                         development of open source software is like a bazaar (flexible, open to
                                                                                     new ideas, fast and very independent).



                                                                                     2 http://robertoallende.com/tecnologia/eventos/rishab-ghosh-el-impacto-economico-del-
      1 See “The Cathedral and the Bazaar,” Eric S. Raymond, September 11, 2000.     software
      http://catb.org/~esr/writings/cathedral-bazaar/cathedral-bazaar/index.html
                                                                                     3 See “The Cathedral and the Bazaar,” Eric S. Raymond, September 11, 2000.http://catb.
                                                                                     org/~esr/writings/cathedral-bazaar/cathedral-bazaar/index.html




32.   Report on the International Status
      of Open Source Software
OSS is developed through a model that combines the advantages of            According to Gartner5, there are four different types of communities:
scientific research; namely, altruism, collaboration, communitarianism
and meritocracy; with the so-called good economic practices, such as        •    “Ad-hoc” communities, which emerge from concrete, specific projects
free market competition, for example.                                            that meet niche needs, for example, “Three Guys” at SourceForge.

The community forms an extensive ecosystem, where all players have a        •    "Foundation" communities, from which projects evolve that grow
place and participate in the community, each contributing improvements           to such an extent that it becomes necessary to formalise the
to the project based on their perspectives and interests.                        governance of the community. Examples include Debian, Ubuntu,
                                                                                 Apache Foundation, Gnome, KDE, etc.

                                                                            •    “Business consortium” communities that emerge when their members
                                                                                 participate in the OSS development philosophy and are also interested
                                                                                 in maintaining commercial relationships. One clear example is Eclipse,
                 The development model based on                                  in which IBM, Oracle, SAP, Motorola and Nokia (among others)
                                                                                 participate6; another is Genivi, which involves participation from BMW,
                communities provides a vision that
                                                                                 GM, PEUGEOT, CITROËN, Windriver, Intel, etc.,7.
                  is user-focused, as opposed to
                         supplier-focused.                                  •    “Sole supplier” communities, where a single company controls
                                                                                 the project development, but encourages the participation of a
                                                                                 “subcommunity” to perform certain types of services, such as local
                                                                                 adaptation, “add-ons,” etc. Examples of this type of community are
                                                                                 MySQL and SugarCRM.

The ecosystems that exist around a community are formed by the Public       In the study by the International Development Research Centre8, it
Administration, universities, developers, OSS suppliers, integrators,       is argued that the greatest advantage that OSS suppliers have is the
hardware companies, users and clients.                                      community that surrounds them. This community becomes a growing
                                                                            market, a source of innovation, a method for improving and escalating
The variety of players involved has resulted in two phenomena that
contribute two fundamental values to the model. The first is that OSS       products, a place to try out new ideas and versions, and a source of
is based on user-centred development, as opposed to supplier-centred        5 How Open Source is changing the shape of IT www.gartner.com
development, the principle behind which is to make the user or end
                                                                            6 The strategic members of the community are Actuate, brox, Cloudsmith, CA, Genuitec,
client a participant in the development, from tasks such as error reports   IBM, Innoopract, itemis, Motorola, Nokia, Obeo, Oracle, SAP, Sonatype and Sopera. There
                                                                            are also approximately 170 other companies that participate.
to collaboration by means of functionality routing sheets. The second
                                                                            7 http://www.genivi.org/
phenomenon is “coopetition4," in which potential competitors collaborate
                                                                            8 El software libre y las perspectivas para el desarrollo en América Latina y el Caribe [Open
in the same community on the specific project being developed by the        source software and the prospects for development in Latin America and the Caribbean]
community. They cease to compete and enter into collaboration with one      http://www.mentores.net/Portals/2/mentores_net_sabemos_software_libre.pdf
another so that both may obtain benefits.

4 Cooperation and Competition


                                                                                                                               Report on the International Status
                                                                                                                                        of Open Source Software             33.
qualified human resources. Many companies are set up as a result of
      the spaces created by OSS communities and continue to maintain a
      close relationship with them (assuming leadership roles in user groups,
      organising events, collaborating financially and working on non-profit
      projects). The people who form the companies and the new human
      resources that are incorporated often know each other and recognise
      each other's merits due to their roles in the community and their
      contributions to development. Some companies, like Open Intelligence                      The OSS sector seeks partners and
      in Mexico, operate as intermediaries between developers who lack a                       alliances based on “coopetition” as a
      high commercial profile and clients who need their services, providing                   model for improvement and evolution.
      the infrastructure to facilitate full-time work for the developers.

      One opportunity perceived by companies is the capacity to form alliances
      on a local, national and international level. Some see certifications as an
      opportunity to market their products, guaranteeing a standard of quality.
      One example is Argentina's Opensa, which in its day formed alliances
                                                                                    The different business models can be classified into five groups:
      with players from different sectors to seek out fair business ventures of
      benefit to both parties. In a general sense, competition and collaboration    •   Subscription to service-based products
      are two elements that always come into play when trying to do business
                                                                                    •   Value-added services
      within the community.
                                                                                    •   Software as a service (SaaS)
      Companies look for appropriate partners for distribution, hardware
                                                                                    •   Hybrid model
      manufacturers that use OSS, integrators that sell OSS services, etc.
                                                                                    •   Cross-selling
      Currently, there are different business models, some of which have
      already proven to be profitable, while others are still very new.             Companies in the sector can, and usually do, operate more than one
                                                                                    business model simultaneously and adapt to market demands, meeting
                                                                                    the needs of the clients in each case.

                                                                                    In the first model, the client pays a subscription to receive a series of
                                                                                    related services, such as support, maintenance, etc. One example of
                                                                                    this very successful model is SpikeSource. This company distributes,
                                                                                    integrates, manages and provides related support services, for which
                                                                                    it charges a subscription fee. SpikeSource works with major OSS
                                                                                    suppliers, including Apache, MySQL, etc.




34.   Report on the International Status
      of Open Source Software
The second model is one in which the company provides OSS-related           Neither the secondary sources consulted nor the telephone interviews with
value-added services. This covers a wide range of services, from            experts identified any significant differences in either the communities or
consulting to integration. These companies actively participate in          business models by geographical region. The OSS development model is a
different communities, acquiring vast knowledge and skills that allow       model that globalises, where players take part in different projects over the
them to market their know-how in the field of OSS.                          Internet, regardless of the nationality of either the player or the project.

The third model is new. Software as a service consists of a service         It could be said that OSS development is perfectly framed within the
through which clients remotely access applications over the Internet.       global IS model of the 21st century, built from the Internet and with
Clients only pay rent for the services they use.                            the possibilities for interaction and cooperation at a global level that it
                                                                            provides. The Internet is clearly an essential medium for the development
The hybrid model merges elements of proprietary software with those         of these communities, enabling "spontaneous" participation in areas of
of OSS. In this case, clients have access to specific software under a      global interest. The advantage of the OSS development model lies in its
free license. However, when they decide to increase its functionalities,    universalising factor, with the international community collaborating on
want extensions or improvements, etc., these improvements are then          and enriching projects, but at the same time being capable of generating
distributed under another license.                                          local adaptations.
Finally, the business model we refer to as cross-selling covers a very
heterogeneous group of activities, from companies whose business
model is based on OSS, such as Google and Collax, to companies that
use OSS embedded in the hardware (decoders, “boxes”9, etc.) they sell,
to OEM suppliers10 or the mobile telephone sector.

Clients in the embedded OSS market are the manufacturers of various                     The OSS development model is one of
devices, such as mobile telephones or decoders. This is a B2B market,                   enrichment, where the globalisation of
where the end customer has no knowledge that he is using OSS. The                       the system allows for the simultaneous
advantage of OSS use in this market is cost reduction and the possibility                  collaboration of an international
for the manufacturer to customise the software. With regard to OSS                        community and a local community,
for mobile phones, it is not yet a question of generating income, rather                with the local community championing
a "war" for positioning, for dominating the operating system in the
                                                                                                     its differences.
terminals, which will potentially generate significant income along the
value chain in this business.


9 Such as Netezza or Collax, for example.
10 Original Equipment Manufacturers




                                                                                                                      Report on the International Status
                                                                                                                               of Open Source Software      35.
04.
04.   State of the art
      for Open Source
      Software by region




                           Report on the International Status
                                    of Open Source Software     37.
State of affairs for Open Source Software                                     number of success stories from small and medium-sized European
                                                                                    companies in the field of OSS. Europe is the leading region in terms
      by region                                                                     of collaboration among OSS developers, followed by North America.
                                                                                    Asia and Latin America are faced with a great disadvantage because of
      The Information and Communications Technologies (ICT) sector is               language barriers, but they may be experiencing an increase in activity
      becoming increasingly important in the economy of all countries,              in the local communities. OSS has been implemented for quite some
      representing approximately 10% of GDP in most developed countries             time in universities and R&D centres around the world. The availability of
      and accounting for more than half of their economic growth forecasts.         source code, cost savings, its adaptability, independence from suppliers,
      Software constitutes one of the main elements in the role played by           and its robustness and security are some of the advantages that free
      the ICTs in the economy, and the structure, competitiveness and               technologies offer over private software in this area.
      performance of the ICT industry may be greatly affected by Open
      Source Software (OSS). According to UNU-MERIT, OSS may represent
      a potential saving of 36% in R&D investments in software, which would
      mean greater profits or a more efficient use of this capital in other lines
      of innovation.

      OSS is experiencing significant development in our Information Society
      (IS). Many examples exist of technological implementations based on                       OSS may represent a potential saving
      OSS. Administrations, universities, companies and organisations of all                   of 36% in R&D investment in software,
      types around the world are opting for OSS products.                                      which would mean greater profits or a
                                                                                                 more efficient use of this capital in
      OSS has obtained a significant share of several markets, such as web
                                                                                                     other lines of innovation.
      servers, server operating systems, desktop operating systems, web
      browsers, databases, e-mail and other ICT infrastructure systems.
      These market shares are higher in Europe than in the United States
      (with Asia in third place), and they have grown significantly over the last
      five years.

      In the public sector, Europe has greater penetration, although Asia
      and Latin America may soon catch up. In the private sector and at an
      international level, OSS adoption is led by medium and large companies.
      While the United States leads in terms of large OSS-related companies,
      the greater individual contribution from Europe has resulted in a growing




38.   Report on the International Status
      of Open Source Software
The following maps show the worldwide distribution of some of the main
OSS development communities:
                                                                                 GNOME

                                           DEBIAN




                                                                         KDE




                                                                               Report on the International Status
                                                                                        of Open Source Software     39.
Most Linux distributions are, to a greater or lesser extent, developed and   Everything would seem to indicate that this adoption process will
      led by their communities of developers and users. In some cases, they        accelerate over the next few years. In spite of this, however, the level of
      are led and financed completely by the community, as with Debian GNU/        adoption in each country, the approaches of the different governments,
      Linux, while others rely upon commercial distribution and a version of a     the commitment by private companies, society's participation in
      community, as we see in the example of RedHat with Fedora or SuSE            communities and university-based research will vary significantly,
      with OpenSuSE.                                                               according to geographical region.

      There are OSS communities whose members include small, medium                This chapter provides an in-depth analysis of the degree of OSS
      or large companies, public administrations, universities and research        maturity in each geographical region, and the current status of the main
      centres and technology centres. They all share the principle that OSS is     countries that significantly contribute to the state of affairs for OSS use
      an effective strategy for improving the processes of technology research,    and development by geographical region.
      development and innovation, making it possible to establish viable
      business models and win-win relationships that promote collaboration.

      OSS has a great future ahead of it. There are several reasons to promote
      and support OSS:

      •   Financial reasons (it is cheaper, has lower development costs, reduces
          development time, enables local ICT company development, etc.)

      •   Cultural reasons (it fosters and meets the demands of multiculturalism
          and the presence and needs of minority languages and cultures.)

      •   Technological reasons (it is more flexible and user-oriented, involves
          the end user in the development, is more advanced, more stable,
          more secure, etc.)

      According to Mark Shuttleworth of Ubuntu, software distributions will be
      universal in the future, but will leave room for customisation, whether
      cultural (according to different languages or cultures), sector-based (for
      the educational or industrial sectors), or professional (distributions for
      physicians, architects or teachers, etc.).




40.   Report on the International Status
      of Open Source Software
4.1. EUROPE                                                                                 In some countries, such as Holland, Sweden, France and Italy,
                                                                                            interoperability was one of the factors taken into account when deciding to
                                                                                            implement OSS, while in others, such as Greece and the United Kingdom,
The difference among European countries in terms of OSS development is                      compatibility with already installed software was especially important.
evident. According to the “Flosspols” survey conducted in the EU in 2005,
79%1 of the countries surveyed use OSS to some degree. However, while                       According to Gartner2, the level of OSS implementation in Europe will
some countries, such as Germany, Spain and Italy, are significant users,                    gradually increase as the supply and support services mature. Based on
others such as Greece and the United Kingdom show a lower degree of                         a series of surveys conducted in different European countries, Gartner
adoption, coinciding precisely with the fact that their public administrations              published some interesting conclusions about the starting point for OSS
have not been pioneers in adopting and promoting OSS.                                       in Europe and its short-term prospects.

                                                                                            European countries show considerable interest in OSS for different
 USE OF OPEN SOURCE SOFTWARE IN THE PUBLIC SECTOR OF 10 EUROPEAN COUNTRIES                  technologies, from operating systems to applications, infrastructure and
 SPAIN (n=40)                                                                        97.5
                                                                                            development tools.
 AUSTRIA (n=56)                                                                  96.4
                                                                                            OSS is commonly used in server operating systems, and is already
 ITALY (n=47)                                                                    95.7
                                                                                            considered to be a “commodity3”. In a similar manner, database
 GERMANY (n=277)                                                              89.9
                                                                                            management systems (DBMS) are widely implemented. According
 SWITZERLAND (n=116)                                                      83.6              to Gartner's survey sample, one of every five companies in France,
 BELGIUM (n=84)                                                          83.3               Germany and the United Kingdom have implemented OSS for CRM.
 Average (n=902)                                                       76.7

 FRANCE (n=76)                                                         76.3                 Institutions in the European Union have been an important driving force in
 HOLLAND (n=141)                                              55.3                          terms of OSS development and adoption in Europe. As a result, various
                                                                                            OSS policies4 and reports have been developed at a European level, such
 UNITED KINGDOM (n=28)                                32.1
 GREECE (n=37)
                                                                                            as “A Guideline for F/OSS Adoption in Public Sector with special focus on
                                                   29.7
                                                                     p<0.01; cc=0.413       target countries,” which formed part of the tOSSad project, and “Guidelines
                                         SOURCE: MERIT 2000 (FLOSSPOLS LocGov Survey)
                                                                                            for Public Procurement and Open Source Software” from the IDABC
                                                                                            OSOR. The “European Interoperability Framework” establishes a set of
The survey examines the reasons for these differences among                                 recommendations and guidelines for electronic administration services.
countries. One of the influencing factors is the professional experience
of IT directors: the greater their programming experience, the more they
appreciate access to code.
                                                                                            2 Open Source in Europe 2008 by Gartner. www.gartner.com
                                                                                            3 Commodity: English term commonly used in business jargon to describe basic or generic
                                                                                            goods, with no distinction between the two.
1 See “Guidelines Public procurement and Open Source Software,” published in 2008 by        4 For more information, see Government Open Source Policies published by CSIS in 2007
IDABC OSOR                                                                                  and 2008.



                                                                                                                                           Report on the International Status
                                                                                                                                                    of Open Source Software           41.
The “eEurope: An Information Society for All” document recommended             This same year, it also published the “Open Source Migration Guidelines,”
      that, during 2001, the European Commission and the Member States               which highlighted the main reasons for and benefits of migration to OSS for
      promote the use of OSS in the public sector and best practices in              the Public Administrations. These recommendations from the community's
      electronic administration by means of an experience exchange (IST              IDA programme are intended for use by information technology managers
      and IDA programmes). The IDA Programme's study on the use of open              and professionals in the Public Administrations, with the goal being to
      source programs in the Public Sector analyses different aspects related        help them decide whether they should undertake migration to OSS and to
      to OSS use by the Public Administrations.                                      describe how to proceed with this migration, if appropriate.

      Especially relevant for the promotion of OSS in Europe is the report           On a practical level, worthy of mention is OSS adoption by EU institutions
      issued by the European Commission, "Pooling Open Source Software,"             through projects such as the implementation of OSS in Eurostat. The
      which pointed out the potential savings derived from sharing open              lack of interoperability in data exchanges among the different countries
      license software in the electronic administration and recommended the          led to the launch of the SDMX Open Data Interchange (SODI) project
      creation of a public sector OSS repository.                                    in 2005. As part of this project, a series of tools were developed and
                                                                                     published under an EUPL license5.
      In 2003, the European Commission issued the document "Encouraging
      good practice in the use of open source software in public administrations,"   In its role determining the development policies at a European level,
      which focused on the development of OSS competence centres at a                the European Union has worked to promote the information society in
      national and regional level to facilitate the exchange of information about    Europe, as well as the development of the ICT sector. When establishing
      the opportunities and risks associated with OSS.                               ICT development directives in Europe, important studies show the
                                                                                     fundamental role that may be played by OSS. In their article "The Rain
                                                                                     Forest and the Rock Garden: The Economic Impacts of Open Source,"
                                                                                     Forge and Simon6 reflect on the need to promote OSS in Europe, in
                                                                                     order to create a solid software industry.

                                                                                     The report on the economic impact of OSS, commissioned by the
                                                                                     European Commission,7 also lends support to the great importance of
                                                                                     OSS in the development of the ICT sector in Europe, and highlights this
                                                                                     by estimating that OSS-related activities generate a turnover of around



                                                                                     5 For more information, see http://www.osor.eu/case_studies/eurostat-standards-and-open-
                                                                                     source-software-for-data-interoperability
                                                                                     6 Published in The Journal of Policy, Regulation and Strategy for Telecommunications,
                                                                                     Information, and Media 8, No. 3 (2006)
                                                                                     7 European Commission’s Directorate General for Enterprise and Industry. “FLOSS impact:
                                                                                     a study about the economic impact of OSS.”




42.   Report on the International Status
      of Open Source Software
€263,000m in the European Union, which will result in an estimated
contribution of 4% to the community's GDP in the year 2010.

Europe has an important community of developers helping this institutional
push for OSS development to come to fruition. The aforementioned
report from the European Commission estimates that 565,000 jobs in
the European Union are linked to OSS-related activities, making Europe
the leading region in terms of the number of active OSS developers and
the number of global OSS project leaders. According to Alfresco8, the
size of the OSS community in Europe may be as much as 2.5 times the
size of the OSS developer community in the United States.

However, the fragmentation of the universities and the lack of coordination
of academic efforts is one of Europe's weaknesses when it comes to
its universities making a greater contribution to the development of
the ICT sector. The creation of the European Institute of Technology
and Innovation is intended to alleviate the effects associated with this
academic fragmentation and to strengthen the role of universities
in innovation. One exception to this is the OpenSPARC CMT (Chip
                                                                                  Other OSS-based projects of seminal importance for Europe carried out
Multithreading Technology) project launched by SUN Microsystems
                                                                                  within the scope of the Seventh Framework Programme for Research
and Europractice, involving 650 European universities and research
                                                                                  and Technological Development are RESERVOIR, P2P-NEXT and
institutes in 38 countries, to foster innovation in processor design and
                                                                                  ASPIRE. What stands out in these projects is the contribution of
promote the development of a high-tech industry in Europe.
                                                                                  prestigious European universities and their close collaboration with
The    Framework        Programmes        for    Research   and   Technological   large companies in the sector. Worth mentioning is the involvement of
Development begun by the European Union have contributed to the                   the University of Delft in Holland, University College London and the
participation of the universities in open source projects. One such               University of Lancaster in the United Kingdom, the University of Aalborg
example is the SHARE project, founded as part of the ICT agenda of the            in Denmark, Complutense University of Madrid and the Barcelona Media
Seventh Framework Programme (FP7) to improve the competitiveness                  Foundation-Universitat Pompeu Fabra in Spain, the University of Lugano
of the European embedded systems industry through OSS sharing. The                (l’Universita Della Svizzera italiana) in Switzerland, the University of
University of Bologna and Madrid Polytechnic University participate in this       Bologna and the University of Messina in Italy and Bucharest Polytechnic
project, as do companies such as Siemens, SESM scarl and Ciaotech.                University in Romania, among others.



8 Alfresco: The Open Source Barometer, 3rd Edition.



                                                                                                                         Report on the International Status
                                                                                                                                  of Open Source Software     43.
Also noteworthy is the OSAmI-Commons project, part of the Eureka-                        The main OSS projects carried out over the last decade will be presented
      ITEA2 project financed by PROFIT, which has benefited from the                           in order to determine the extent of OSS adoption in each country. The
      participation of leading European businesses, research institutes                        process followed by each country to reach its current degree of OSS
      and universities. Its goal is to develop the base platform for ambient                   adoption conditions both its current position and its possible development
      intelligence applications. OSAmI-Commons intends to establish a                          over the next few years.
      common open code infrastructure oriented toward dynamic services,
      which will be capable of autoconfiguration in different cooperative
      environments involving Software-Intensive Systems. The platform will
      be validated by demonstrators in the areas of energy, health, public
      services, education and software development. Public and private
      organisations from Germany, Finland, France and Turkey also participate
                                                                                                              In 2009, the German government
      in the project consortium, under Spanish direction.
                                                                                                           decided to allocate €500m to the “Open
      Like the Public Administration, large European companies are also                                      Source And Green It” programme.
      adopting OSS as part of their business process management. Airbus
      is one such company. It uses Eclipse-based OSS in development tools
      when creating critical business systems. We find other examples of OSS
      use in large European companies such as EDF (France) and Deutsche
      Bank (Germany), among others.
                                                                                               4.1.1. Germany
      According to a study by Forrester , the type of service that European
                                               9


      companies look for in an OSS supplier is advice on the selection of
                                                                                               Public Sector
      operational software and services, while American companies are more
      interested in the suppliers certifying the OSS.                                          Germany is one of the leading countries in terms of implementation10,
                                                                                               with the German Government for years being one of the most active in
      On the following pages, we shall describe the contribution made by the
                                                                                               promoting the development of this type of software, along with the French
      main European countries to the development and adoption of OSS in
      Europe, highlighting the role of the Public Administration and the degree
      of development in the private business sector based on the development
      and marketing of OSS. We shall also analyse the contributions of
      universities and the Community to the level of OSS in each country.                      10 “Office suite: When it comes to content, it comes from Microsoft Office. However,
                                                                                               users in Germany and France are twice as likely to use OpenOffice than in the US or UK.
                                                                                               Microsoft Office 66%, OpenOffice 24%,” and “We believe that in Europe, government is
                                                                                               driving adoption, with leading exponents being France and Germany” in The Open Source
      9 Open Source Software’s Expanding Role in the Enterprise http://www1.unisys.com:8081/   Barometer by Alfresco, published in November 2008. http://www.alfresco.com/community/
      eprise/main/admin/corporate/doc/Forrester_research-open_source_buying_behaviors.pdf      barometer/files/wp-osb-III.pdf




44.   Report on the International Status
      of Open Source Software
and Spanish Governments11. As early as 2000, the German Government
showed public support for OSS as the base model for the information era
in Europe12, with the aim of reducing costs and improving security.

The German Federal Government has carried out a series of specific
initiatives to inform about the advantages and disadvantages of OSS.
One of these initiatives has been the creation of the KBSt, an agency
advising on and coordinating Information Technologies for the federal
Government. This agency publishes reports, documents and press
articles about OSS in the Federal Administration13. Reports from the KBSt
are intended to provide an overview of IT best practices, developments
and experiences coming from the federal authorities. One of the most
important reports is “Letter No. 2/2000 Open Source Software in the
Federal Administration” about OSS in the Public Administration14.

At a later date, in November 2001, the Bundestag approved a resolution                      small and medium enterprises.”16 At the same time, the Court of Auditors
promoting the use of OSS as a means of ensuring competition to the                          published a report in which it declared that OSS provides functionalities
proprietary companies dominating the sector, stressing its advantages15                     comparable to those of proprietary software and recommended the
and portraying it as an opportunity for the European software sector.                       use of OSS in the Federal Administration, estimating savings of around
That same year, the BMWi, the Federal Department of Economy and                             €100m17.
Technology, published an open source software guide for small and
medium-sized companies entitled "Open Source Software, A guide for                          In 2002, the German Federal Ministry of the Interior signed an agreement
                                                                                            with IBM and SuSe, according to which government agencies would
                                                                                            receive discounts for implementing Linux18. With this agreement, the
11 A 2000 research study by Paul Jones about the contribution of Linux concludes that the   German Government moved from a recommendation-based support for
group making the second greatest contribution consisted of Germans. Matthew Aslett, June    OSS to explicit support, coordinating tools for obtaining tangible benefits
2008. http://blogs.the451group.com/opensource/2008/06/26/open-source-tour-of-europe-
germany/                                                                                    for public agencies that implemented Linux. One year later, more than
12 “I am convinced that open source development can form the European base model in         500 government agencies had already benefited from the agreement19.
the information age,” declared German Secretary of State Siegmar Mosdorf from the Federal
Ministry of the Economy and Technology during LinuxTag 2000. http://www.internetnews.
com/bus-news/article.php/408271
                                                                                            16 Study into the use of Open Source Software in the Public Sector del 2001. http://www.
13 http://linux.kbst.bund.de                                                                osor.eu/idabc-studies/expert-docs/oss-fact-sheet
14 Open Source Software in the Federal Administration http://www.bit.bund.de/nn_1333080/    17 To read more about policies and reports published by the German Administration, see
BIT/DE/Shared/Publikationen/OSS/KBSt-Brief-nr-2-2000__engl,templateId=raw,property=p        “Government Open Source Policies,” published by the CSIS in 2007 and 2008.
ublicationFile.pdf/KBSt-Brief-nr-2-2000_engl.pdf
                                                                                            18 BBC News article http://news.bbc.co.uk/2/hi/business/2023127.stm
15 Article in the Michigan Telecommunications and Technology Law Review, “Government
Preferences for Promoting Open-Source Software: A Solution in Search of a Problem           19 Infoworld  news      article  http://www.infoworld.com/t/platforms/over-500-german-
Sent: Thu Jan 14 17:35:02 2010h. <http://www.mttlr.org/volnine/evans.pdf>                   government-agencies-using-open-source-429



                                                                                                                                            Report on the International Status
                                                                                                                                                     of Open Source Software           45.
In 2003, the government published a guide for migration to OSS for                          through an agreement with IBM and SuSe (the LiMux project23).
      Federal Agencies and Public Administrations .          20
                                                                                                  Despite Microsoft making a special offer, with a cost lower than that
                                                                                                  estimated for the migration to OSS, it was decided to implement OSS
      By creating BerliOS, an OSS competence centre, the government
                                                                                                  as opposed to proprietary software because it provided a greater level
      provided a support structure and a way of mediating between
                                                                                                  of independence24. The migration process eventually began in 2006, to
      the different players in the OSS sector. BerliOS maintains a web
                                                                                                  attain greater independence, increase the security level and achieve
      portal with documentation and a database of distributors, products,
                                                                                                  savings in the IT area. Finally, the Linux migration was performed by
      applications, downloads, etc. In this sense, BerliOS provides
                                                                                                  two local suppliers, Softcon and Gonicus. Novell participated in the
      the opportunity for OSS developers and companies to introduce
                                                                                                  migration from NetWare to Open Enterprise Server25. A budget of €35m
      themselves to a wider public, enabling new projects to be set up.
                                                                                                  was allocated, 38% of which is to train the Administration´s staff26.
      Until 2003, the German Government was very active in promoting the
                                                                                                  There are other examples of OSS implementation at a local or
      use and implementation of OSS. However, this firm support slowed until
                                                                                                  regional level, such as those in Schwäbisch Hall, Mannheim, North
      2007, when action in favour of OSS was once again observed.
                                                                                                  Rhine Westphalia, Lower Saxony, Heidenheim, Berlin, Treuchtlingen,
      In the public sector , examples of OSS projects are quite varied: The
                              21                                                                  Osterburg, Stuttgart, Frisia, Friesland, Freiburg, Nordrhein-Westfalen
      Federal Ministry of Finance, the German Aerospace Centre, the Federal                       and the German Alliance of Cities and Communes.
      Ministry of Foreign Affairs , the German public company Deutsche
                                       22
                                                                                                  Private sector
      Bahn, the Monopoly Commission, Air Traffic Control, the German
      Federal Institute of Geoscience and Natural Resources, etc.                                 According to a survey conducted by Actuate in 200927, 60.6% of the
                                                                                                  companies in the private sector said that they were already using OSS,
      One of the best-known cases of OSS migration is that of the city of                         4.1% were in the process of implementation, and only 8.1% had no
      Munich. In May 2003, the city announced its plans to migrate 14,000                         plans for adoption.
      Public Administration computers over to Linux and other OSS applications

      20 Updated in 2005 and 2008 (Migration Guide 3.0) http://ec.europa.eu/idabc/en/
                                                                                                  23 Similar projects are underway in Holland, with OpenAmsterdam, in Vienna, with Wienux,
      document/7675/499%20
                                                                                                  and in Saragossa, with AZLinux.
      21 http://www.osor.eu/news?   http://ec.europa.eu/idabc/en/document/2204/470%20http://
                                                                                                  24 Declarations made by Otto Schily, German Interior Minister, in June 2003: “We raise the
      ec.europa.eu/idabc/en/document/4396/470%20
                                                                                                  level of IT security by avoiding monocultures; we lower the dependency on single software
                                                                                                  vendors; and we reach costs savings in software and operation costs.” Report “Open Source
      http://ec.europa.eu/idabc/en/document/3411/499%20
                                                                                                  software: Perspectives for development,” by Paul Dravis.
      “Software Livre na Europa” [Open Source Software in Europe], published in 2005 by           25 Matthew Aslett, June 2008. http://blogs.the451group.com/opensource/2008/06/26/open-
      SoftwareLivre@AP.                                                                           source-tour-of-europe-germany/

      “Guidelines Public procurement and Open Source Software,” published in 2008 by IDABC        26 For more information, see the study “Software Libre para el Desarrollo del Tercer Mundo”
      OSOR                                                                                        [Open Source Software for Third World Development] by Jesús Javier Estepa Nieto and
                                                                                                  http://www.osor.eu/case_studies/docs/IDABC.OSOR.casestudy.LiMux.pdf
      22 In October 2007, the Foreign Office expressed its support for the OpenDocument format,
      while in 2008 it described the adoption of OOXML as inappropriate.                          27 Actuate: http://www.actuate.com/download/OpenSourceSurvey/oss2009.pdf




46.   Report on the International Status
      of Open Source Software
According to a survey conducted by Actuate in 2008, the most commonly                   to create a test bank for designing and managing data centres in cloud-
used technologies are Linux Operating Systems (55%), Apache (52.1%),                    computing. The project involves the University of Illinois in Urbana-
Tomcat (44.3%), MySQL (35.7%), Mozilla (34.3%), PHP (33.6%) and                         Champaign, the Technological Institute of Karlsruhe in Germany and the
Eclipse (30.7%). Of particular interest is the penetration of Apache,                   Infocomm Development Authority of Singapore.
Tomcat, JBoss and especially Eclipse with respect to the previous year
in companies in the financial sector.                                                   The Polytechnic University of Hannover has recently developed an OSS-
                                                                                        based application for use in the rehabilitation of athletes. The use of db4o
One of the main Linux distributors is SuSe Linux. While in the rest of the countries,   and the Java platform have been one of the keys to the project, which has
Red Hat Enterprise Linux is used twice as much as SuSe, in Germany, SuSe                been helped by the familiarity of students with Java language.
Linux is used four times more than Red Hat Enterprise Linux28.
                                                                                        Communities
The German market includes international OSS suppliers with operations
in Europe and the United States. Particularly relevant are Open-                        As is to be expected from one of the most advanced countries in the
Xchange, formerly known as Netline, which provides products based                       use of OSS, Germany boasts an extensive community of developers.
on OSS technologies and recently transferred its headquarters to New                    Especially active in Germany are the SUSE, Debian, KDE and
York, and sCredativ, which is in the process of European expansion.                     OpenSolaris communities.

Another success story is Collax, which has also entered the United                      Several organisations attest to the existence of a vast community, such
States market thanks to Collax Business Server, providing an alternative                as “The German Unix User Group”, an organisation of developers,
to Microsoft Business Server for SMEs. The success of its positioning                   security experts and network administrators; and Linux-Verband, whose
stems from the concept behind its "Simply Linux" strategy, reducing                     mission is to expand the use of OSS and open standards in Germany.
the number of applications to the tools that SMEs need the most. The
Synerpy company actively competes in OSS through its open source
ERP offer for companies of up to 500 employees, representing a serious
alternative to the conventional licensing model.

Universities

The contribution of universities to OSS appears mainly linked to
cooperative projects between the business world and universities. One
example is the Opencirrus project, sponsored by HP, Intel and Yahoo,

28 According   to   Matthew Aslett,      June    2008.  http://blogs.the451group.com/
opensource/2008/06/26/open-source-tour-of-europe-germany/




                                                                                                                                 Report on the International Status
                                                                                                                                          of Open Source Software      47.
The BerliOS project mentioned earlier provides documentation and                           In 1999, the French Parliament considered a proposal to reinforce the use
      general information about the OSS community and its projects. It                           of OSS in the Public Administrations. The project, known as Project Lafitte,
      represents the ideal platform for developers to find projects of interest                  Trégouet and Cabanel, was not carried out in the end. A similar proposal
      to them.                                                                                   was launched the following year by Congressmen Le Déaut, Paul and
                                                                                                 Cohen. They presented a proposal for Law 117, to increase the use of the
                                                                                                 Internet and OSS in the Administration, which was also rejected.

                                                                                                 Following these unsuccessful efforts, in 2001, the French ATICA
                                                                                                 (currently the ADAE) announced that it was going to promote the use of
      4.1.2. France                                                                              open standards and OSS for electronic administration applications30.

                                                                                                 In 2002, the Administration´s policies moved toward clear support for
      Public Sector                                                                              OSS, as is reflected by the publication of the guide “Guide de choix et
                                                                                                 d’usage des licences de logiciels libres pour les administrations31 [Guide
      With regard to OSS, since 2001, the Agency for Administration
      Development (ADAE)29 has promoted the use of open standards and                            to the selection and use of open source software by the administrations]”,
      Linux in French Administrations, with this being considered in 90% of                      the goal of which was to facilitate the selection and use of OSS by
      public tenders.                                                                            the Public Administrations. During this same year, the General Plan
                                                                                                 Commission published an analysis32 on the French software industry,
      Taking into consideration the number of OSS-related policies, the number
                                                                                                 in which it recommended that the Public Administrations promote the
      of projects and suppliers, and the number of departments in the French
                                                                                                 development of open standards and OSS. In 2002, the network of public
      Administration that have adopted OSS, France is, along with Germany
                                                                                                 hospitals in Paris migrated to Linux to reduce maintenance costs and as
      and Spain, one of the countries with the greatest level of OSS adoption.
                                                                                                 an instrument to homogenise its systems.

                                                                                                 Among the activities conducted over the last few years, especially
      29 “EuroLinux Alliance: French Govt. Agency to Enforce Open Standards and                  noteworthy are the declarations made in 2007 by the Ministry of Defence,
      Promote Open Source/Free software,” November 21, 2001 http://linuxtoday.com/               in which it came out in favour of OSS projects, both those developed
      developer/2001112102120PRLL
                                                                                                 internally and those subcontracted.
      United Nations Conference on Trade and Development, “E-Commerce and Development
      Report 2003,” Chapter 4: Free and open-source software:

      Implications for ICT policy and development. Pages 114-9. http://www.unctad.org/en/docs/
      ecdr2003ch4_en.pdf
                                                                                                 30 News article published on CNN.com http://archives.cnn.com/2001/TECH/industry/11/27/
                                                                                                 french.open.source.idg/
      ATICA - http://www.atica.pm.gouv.fr/
                                                                                                 31 “Guía para la selección y el uso de las licencias de software libre por la Administración
                                                                                                 Pública” [Guide for the selection and use of open source software licenses by the Public
                                                                                                 Administration]
                                                                                                 32 International Trade Administration, U.S. Department of Commerce, “European OSS
                                                                                                 Policy Initiatives”




48.   Report on the International Status
      of Open Source Software
These policies have been accompanied by the adoption of Linux by                          Administration documents to be produced with ODF. Later, in 2008, the
the Public Administrations. In the year 2000, the Ministry of Culture                     decision was made to migrate all new workstations to Ubuntu36.
and Communications replaced proprietary software with Linux on some
servers. In two years, 50 of the 300 planned servers were migrated.                       An important milestone in OSS development in France was the project
                                                                                          to develop the region around Paris as a Centre of Excellence for
In 2004, Paris studied the possibility of carrying out a migration similar                OSS Development. Called “Paris, Capitale du Libre,” it began at the
to that of Munich. That same year, the government distributed AGORA,
                                                                                          end of 2006. The objective of this project is to develop the information
its OSS content manager, in order to standardise its websites33, and
                                                                                          technologies industry, which had suffered greatly from the flight of
the Ministry of Equipment and Transportation selected the Mandrakesoft
                                                                                          companies to low-cost locations. The OSS market in France grew by
company to migrate 1,500 servers to Linux between 2003 and 2005.
                                                                                          around 80% in 200737.
During the same year, the Ministry of Defence34 contracted five suppliers
                                                                                          Institutional support for OSS continued, as demonstrated by the
to create a variation of Linux with a high level of security. In addition,
                                                                                          representative project in 2007 that began with the migration of 1,154
the Family Assistance Agency migrated to Red Hat and JonAS, and the
                                                                                          French parliament computers to Ubuntu, Firefox, OpenOffice, Mozilla
Ministry of Foreign Affairs implemented an application and a platform for
                                                                                          Thunderbird, etc. and servers to Apache and Mambo Content Manager.
web development in OSS.
                                                                                          During 2008, the Ministry of Education reached an agreement with
In October 2004, approval was given for France's Atomic Energy
                                                                                          Mandriva to apply a 60% discount over the next four years to the
Commission and China's Ministry of Science and Technology to
                                                                                          adoption of Linux by teaching staff and other administrative personnel
collaborate in the development of OSS-based software35.
                                                                                          in 250 French schools and universities. In addition, 2,500 servers were
In 2005, the Ministry of Agriculture and Fishing migrated 500 Windows                     migrated to Linux and the Ministry of Culture and Communications
NT servers to Mandriva, and in 2007 it migrated 400 more. In addition,                    implemented OpenOffice, replacing Microsoft Office.
the Revenue and Customs Agency implemented JBoss as part of the
                                                                                          In 2008, a commission headed by Jacques Attali38 came to the conclusion
Copernic project.
                                                                                          that OSS, broadband and IT security are very important factors for
There is no doubt that for many of these implementations, cost savings                    development. Furthermore, since the private software development
were the driving force behind the change and the adoption of OSS. In                      companies are mainly American, the document proposes adopting OSS
2001, the Gendarmerie Nationale began to introduce OSS. In 2005,                          formats to generate a greater number of information technology and
80,000 computers were migrated to OpenOffice, with expected savings                       communications companies in France. OSS is more economical, may
of €2m. Furthermore, since then it has been mandatory for all Customs                     36 See http://www.osor.eu/case_studies/towards-the-freedom-of-the-operating-system-the-
                                                                                          french-gendarmerie-goes-for-ubuntu

33 “eGovernment in France,” European Union Open Source Observatory, June 2005, http://    37 Report from the Consulting Firm PAC (Pierre Audoin Consultants) in “Software Libre para
ec.europa.eu/idabc/servlets/Doc?id=21009                                                  el Desarrollo del Tercer Mundo” [Open Source Software for Third World Development] by
                                                                                          Jesús Javier Estepa Nieto, 2007
34 http://www.osor.eu/news?
                                                                                          38 http://www.liberationdelacroissance.fr/files/rapports/rapportCLCF.pdf
35 “France to collaborate with China on Linux,” DesktopLinux.com, October 2004, http://
www.desktoplinux.com/news/NS3169048255.html



                                                                                                                                            Report on the International Status
                                                                                                                                                     of Open Source Software           49.
Private sector

                                                                                   In the private sector, there are examples of large companies that base
                                                                                   their key business processes on OSS-based tools. One such example is
                                                                                   the implementation of MySQL in the retailers Franprix and Leader Price to
                                                                                   manage their supply chain data and their product distribution platforms.
                                                                                   Another example is Agence France-Presse, which has adopted an OSS-
                                                                                   based management system, as have public companies like SNCF, La
                In France, 67% of companies are using                              Poste and Gaz de France39.
                                OSS.
                                                                                   In the automotive sector, Peugeot and Citroën have installed Linux in
                                                                                   nearly 20,000 workstations, and EMI Music France uses eZ Publish.

                                                                                   According to the Actuate survey, in 200940, 67% of the companies
                                                                                   said that they were already using OSS, 1.1% were in the process of
                                                                                   implementing it and only 6.7% had no plans for adoption.

                                                                                   According to a survey conducted by Actuate in 200841, the most commonly
                                                                                   used technologies are Linux (30%), Apache (30%), Eclipse (25%), Tomcat
                                                                                   (25%), MySQL (24.3%), PHP (19.3%) and Mozilla (16.4%). The penetration
      be developed anywhere around the world and enables companies to
                                                                                   of Eclipse in France is greater than in Germany, the United Kingdom and
      achieve greater innovation. In 2008, Nicolas Sarkozy recommended that
                                                                                   the United States. However, the use of JBoss is noticeably low.
      France increase its use of OSS and argued that tax incentives should be
      considered as a way of stimulating OSS development.                          In terms of niche market suppliers, of particular interest is the OW2
                                                                                   consortium, an initiative by Bull and INRIA. It is the largest not-for-
      There are also abundant examples of OSS implementation at a local
                                                                                   profit middleware consortium in the world and is the result of merging
      level (Arles, Grand Nancy, Lille, Val d’Oise, Marseille, Brest, Grenoble,
                                                                                   ObjectWeb and Orientware42. The European members of the OW2
      Lyon, Rennes, etc.). Additional support for OSS development came about
                                                                                   consortium are France Telecom, Bull, Thales and Inria. The consortium's
      when a new OSS working group was set up within the “system@tic Paris-
                                                                                   main projects are Bonita, the eXo platform, JonAS and SpagoBI.
      Region” competitiveness group. The aim of this group is to facilitate the
      creation of an ecosystem in the Paris area, in which SMEs and large
      companies, developers and universities all collaborate. Different projects   39 See other Nuxeo clients at http://www.nuxeo.com/en/customers/
      are being carried out within the framework of this group.                    40 Actuate: http://www.actuate.com/download/OpenSourceSurvey/oss2009.pdf
                                                                                   41 Actuate: Annual Open Source Survey http://www.actuate.com/OpenSourceSurvey2008
                                                                                   42 For more information, see http://orientware.objectweb.org/xwiki/bin/view/Main/Members




50.   Report on the International Status
      of Open Source Software
Universities                                                                                   CeCILL44. It is compatible with both French law and the GNU GPL and
                                                                                               was approved by the Free Software Foundation. CeCILL-B is similar to
Among the ecosystems created around “system@tic Paris-Region” is
                                                                                               the BSD license, while CeCILL-C is more comparable to LGPL. This fact,
the Codex project, in which Innovimax, Inria Grenoble, Inria Lille, Inria
                                                                                               along with the firm support for OSS shown by the French Administration,
Saclay, François Rabelais University, Denis Diderot University and the
                                                                                               constitutes a solid base for continuing OSS development in France in
University of Paris Sud collaborate; and the Couverture project, in which
                                                                                               the future.
Adacore, Open Wide, Telecom Paristech and Pierre et Marie Curie
University collaborate43.

An important project resulting from a purely university-based initiative                       4.1.3. Spain
is the ESUP-Portail consortium, originally formed by 15 French
universities, and ultimately including 80 universities, to create the digital
education portal that enables information exchange among educational                           Public Sector
teams, students and families. The final objective is to establish a large
                                                                                               In Spain, more and more Public Administrations, companies, universities
community and ensure technological coherence and convergence in
                                                                                               and users are turning to OSS in order to reduce costs during the current
order to accelerate OSS use in French secondary education.
                                                                                               economic crisis. Spain is “among the most active countries in the EU
Communities                                                                                    in terms of OSS adoption," since many of the open code initiatives are
                                                                                               being widely accepted in both the public and private sectors. In 2009,
The importance achieved by OSS in French society, both in the public                           in its report “Worldwide Open Source Activity and Growth,” RedHat
and the private sector, can only have been attained through a solid,                           pointed out the fact that Spain is the second ranked country in the world
active community of OSS developers within the country. OW2, Mandriva,                          in OSS activity, trailing only France and surpassing Germany and other
Alfresco, Drupal and FUSE are important communities in France.                                 countries that have traditionally been very strong in this area.

                                                                                               In Spain, most OSS projects in the administration have been carried
                                                                                               out at the Autonomous Administration level, although the National
                                                                                               Administration has also been responsible for initiatives and policies with
                                                                                               a national impact and for implementing important OSS projects.



                                                                                               44 For more information, see http://www.cecill.info/index.en.html



The importance of OSS in the French ICT sector is demonstrated by
the fact that since July 2004, France has had its own OSS license,

43 For more details, see http://www.systematic-paris-region.org/fr/logiciel/t_5_Projets.html



                                                                                                                                                 Report on the International Status
                                                                                                                                                          of Open Source Software     51.
In the 2003 document “Criterios de seguridad, normalización y                   Citizens to the Public Administration” (Laecap), which ensures the right
      conservación de las aplicaciones utilizadas para el ejercicio de                of Spanish citizens to use whatever software they wish to communicate
      potestades” [Security, standardisation and conservation criteria for            electronically with the government49.
      applications used for exercising powers] , the recommendation made
                                                        45

                                                                                      The Schmitz Study covers several initiatives in the Spanish public
      was to use OSS whenever possible, as long as it meets the required
                                                                                      sector50 with regard to the implementation of Linux and other OSS
      needs. The Ministry of Public Administrations later published a guide
                                                                                      applications in the Senate, the Nuclear Security Council, the Ministry of
      with recommendations for adopting OSS in the Public Administrations.
                                                                                      Internal Affairs and the Ministry of Justice51.
      In 2005, the guide “Software libre: Propuesta de recomendaciones a la
                                                                                      Among the projects undertaken by the National Administration in the
      Administración General del Estado sobre utilización del software libre y
                                                                                      area of OSS, of particular interest are the Virtual MAP of the Ministry of
      de fuentes abiertas [Open source software: Proposed recommendations
                                                                                      Public Administrations, which implemented Linux on 220 servers, and
      to the General State Administration on the use of free and open source
                                                                                      the Agrega project52, promoted by the Ministry of Industry, Tourism and
      software]46” was published, written by the National Government's OSS
                                                                                      Trade and by the Ministry of Education.
      Group, created by the Higher IT Council for the Promotion of the Electronic
      Administration, with the aim of formulating a set of recommendations            Among the regional initiatives, the projects carried out in Extremadura
      regarding the use of OSS by the National Administration.                        and Andalusia are especially noteworthy, although there are also
                                                                                      important initiatives to implement OSS in other regions, such as Castile
      In July 2006, at the request of the Ministry of Industry, Tourism and           La Mancha, Catalonia, the Community of Valencia, Aragón, Asturias,
      Trade, the Council of Ministers approved the creation of CENATIC, the           Cantabria, the Balearic Islands, Madrid and Galicia.
      National Open Source Competency Centre. CENATIC is the Spanish
                                                                                      In 2002, the most famous OSS implementation project, gnuLinEx53
      Government's only strategic project promoting awareness and use of
                                                                                      began in Extremadura, the objective being to ensure IT access for
      OSS in all areas of society.
                                                                                      all citizens and to set up a regional intranet. Linex is a GNU/Linux
      In 2006, the Spanish Parliament unanimously agreed upon a resolution            distribution designed for use in the Administration and in schools. Later,
      urging the government to actively promote OSS47 and its use in the              in December 2004, Linux was chosen as the operating system for the
      Administration.                                                                 Extremaduran Health System54. One of the latest projects underway in

      In 2008, the Ministry of Finance recommended the use of open standards          49 http://www.osor.eu/news/es-congress-commission-forces-public-it-to-accept
                                                                                      50 For more details on OSS in the Public Administrations, see “Software de Fuentes Abiertas
      when exchanging information , and that same year, a Parliamentary
                                           48
                                                                                      para el desarrollo de la Administración Pública española” [Open Source Software for the
      commission approved the “Law Regulating Electronic Access by                    development of Spanish Public Administrations] (2008) from the National Open Source
                                                                                      Software Observatory and the “Libro Blanco del Software Libre en España (II)” [White Paper
                                                                                      on Open Source Software in Spain (II)], by the Regional Government of Andalusia.
      45 The latest version is dated June 2004 http://www.csi.map.es/csi/pg5c10.htm
                                                                                      51 “Study into the use of Open Source Software in the Public Sector,” published in 2001 by
      46 For more details, see http://www.csae.map.es/csi/pg5s44.htm                  the European Commission
      47 http://ec.europa.eu/idabc/en/document/6468/5934%20                           52 For more details, see http://www.proyectoagrega.es/default/Inicio
      48 http://www.osor.eu/news/es-finance-ministry-recommends-open-standards        53 For more details, see http://ec.europa.eu/idabc/en/document/1637/470%20
                                                                                      54 For more details, see http://ec.europa.eu/idabc/en/document/4002/505%20




52.   Report on the International Status
      of Open Source Software
the region is Sextante, a geographical information system (GIS) set up                       Galicia launched its Forxa repository in 2007. Also noteworthy is the
to meet the needs of the region's forestry department55.                                     Trisquel GNU/Linux distribution, a project that began in 2004, under the
                                                                                             auspices of the University of Vigo. Its main objective is the production
Guadalinex was created as a software distribution intended to ensure
                                                                                             of an operating system that is totally free, easy to use, comprehensive
compliance with Decree 72/2003, in which the Regional Government of
                                                                                             and with good language support. Current versions include translations
Andalusia opted for OSS as an instrument to promote the Knowledge
                                                                                             into Galician, English, Spanish, Catalan and Basque; the next version
Society in Andalusia. Guadalinex56 is an adaptation of Ubuntu for use in
                                                                                             will also include Chinese, French, Hindi and Portuguese. The Galician
schools, libraries and public Internet centres. The G-Forja repository was
                                                                                             OSS Mancomún portal (Open Source Software Service and Reference
also created. In 2008, the Regional Government of Andalusia selected
                                                                                             Centre) was launched in 200859.
Alfresco as its content management application57.

In 2003, the Regional Government of Valencia's Department of
Infrastructures and Transport issued a call for tenders for the
development of geographic information management software (GIS),
referred to as Gvsig. The project is co-financed with European funds
and will be released under a GPL license. It is available on its website
                                                                                                       Spain leads the European countries in terms
for both users and developers. The project has crossed national                                         of legislation that promotes Open Source
barriers and an increasing number of magazines, websites, universities                                                 Software use.
and organisations are touting its existence. LliureX58 was created
in 2004. The objective of this project by the Regional Government of
Valencia's Department of Culture, Education and Sport is to introduce
new information and communications technologies based on OSS into
Valencia's educational system.
                                                                                             Private sector
Other Linux distributions in Spain are: MAX, created by the Community
                                                                                             Among the most important Spanish suppliers are Openbravo,
of Madrid's Department of Education in 2002; AugustuX, by Aragón in
                                                                                             specialising in ERP and with offices in Barcelona and Pamplona; the
2003; MoLinux, from the Regional Government of Castile-La Mancha;
                                                                                             Seville company BitRock, with offices in the United States; Octality,
LinuxGLOBAL from the Regional Government of Cantabria in 2004;
Linkat, from the Regional Government of Catalonia's Department of                            which recently announced an EMEA agreement with Silicon Graphics;
Education in 2006; and recently, Asturix in Asturias.                                        Telefónica Research and Development, with more than 60 OSS projects;
                                                                                             and Telvent, the first Spanish company to be listed on the prestigious
55 For more details, see http://www.osor.eu/case_studies/sextante-a-geographic-              NASDAQ market.
information-system-for-the-spanish-region-of-extremadura
56 http://www.osor.eu/case_studies/andalusia-floss-as-a-tool-for-the-information/?searchte
rm=guadalinex                                                                                59 For more details, see http://www.osor.eu/case-studies-and-idabc-studies/case_studies/
57 http://www.computing.es/Noticias/200804240009/Andalucia-apuesta-por-Alfresco-             docs/IDABC.OSOR.casestudy.mancomun.17.pdf
como-solucion-ECM-corporativa.aspx
58 For more details, see http://ec.europa.eu/idabc/en/document/3341/505%20



                                                                                                                                             Report on the International Status
                                                                                                                                                      of Open Source Software           53.
The ASOLIF National Federation of Open Source Software Companies                    Software in 2003. In addition, King Juan Carlos University collaborates in an
      has more than 150 affiliated companies and 8 regional associations,                 Open Source Software Masters with Caixanova61. Similarly, the University
      constituting the main private organisation dedicated to defending and               of Extremadura offers a Masters in open source software62.
      promoting the interests of OSS business organisations.
                                                                                          In the field of education, the SILU (Free University IT System) project
      Among the private initiatives, of particular interest is the Morfeo project,        was run by the Open Source Software Office (OSL) at the University of
      which includes players from all fields. Morfeo is a project led by Telefónica       Las Palmas de Gran Canaria (ULPGC). It consists of a live CD with a
      R&D, created in an OSS environment and focused on facilitating technology           whole series of programs of particular interest to university students.
      transfer among companies, generating social and collaborative networks              23,000 copies of this CD were published and distributed to all students
      among them, and serving as a support for new SMEs. It is a community                registered at ULPGC in 2004. A CD with OSS was also prepared for use
      that constitutes an ecosystem. Recognising that a single company cannot             with operating systems belonging to the Windows family, thus facilitating
      lead innovation processes by itself, the Morfeo Community acts as an                the first contact for users with OSS63.

      incubator for R&D&I projects involving administrations, companies (SMEs             In addition, the Linux user group at Carlos III University is seen as a
      and large corporations), technology centres and clusters, universities and          good training ground for OSS project collaborators64.
      research centres, as well as prominent users. Its success stems from the
      free licensing of the technology it develops.                                       Among the projects financed by the European Union under the Seventh
                                                                                          Framework Programme for Research and Technological Development, the
      Among its projects is EzWeb, a standard, open Web platform that                     Complutense University of Madrid participates in the RESERVOIR project
      enables users to build their own work environments by selecting,                    to develop an architecture that allows the deployment of an infrastructure
      configuring, combining and interconnecting available applications to                built on open standards and new technologies for distributing services
      create a new application that may be distributed. The members of EzWeb              based on cloud computing. The infrastructure will permit the dynamic
                                                                                          reassigning of virtual spaces to underlying physical resources to allow for
      are TID (Telefónica Research and Development), the CTIC Foundation
                                                                                          the efficient use of resources and the provision of services to users as they
      (Information and Communications Technology Centre), INTERCOM,
                                                                                          need them. Also participating in this project are University College London,
      CodeSyntax, ITI (IT Technology Institute), Yaco, Gesimde, Alimerka,
                                                                                          the University of Lugano (USI) and the University of Messina (UniMe) in
      Treelogic, UPM (Madrid Polytechnic University), IMDEA (Madrid Institute
                                                                                          the field of education; and in the field of business, important corporations
      of Advanced Studies), CENATIC and Integrasys.                                       in the world of Information and Communications Technologies, such as
                                                                                          IBM, Thales, SAP and Sun Microsystems.
      Universities

      Besides the participation of universities in the Morfeo project, there have         61 www.mastersoftwarelibre.com
      been other significant university contributions made to the development of          62 http://www.unex.es/eweb/msl/
      OSS in Spain. The Open University of Catalonia (Universitat Oberta de               63 Libro Blanco del Software Libre en España (II) [White Paper on Open Source Software in
                                                                                          Spain (II)] http://creativecommons.org/licenses/by-nc-nd/2.1/es/legalcode.es
      Catalunya) began its first International Masters programme60 in Open Source
                                                                                          64 http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=432:g
                                                                                          rupo-de-usuarios-de-linux-de-la-universidad-carlos-iii-de-madrid-gul-uc3m-comparte-su-
      60 http://www.uoc.edu/portal/english/la_universitat/sala_de_premsa/noticies/2006/
                                                                                          trabajo-con-el-onsfa&catid=50:entrevistas&Itemid=86
      noticia_005.html




54.   Report on the International Status
      of Open Source Software
Communities                                                                             4.1.4. Italy
In Spain, there are many OSS community members with extensive
experience in project leadership65.                                                     Public Sector

Among the most active communities in Spain are the Gnome, KDE, Ubuntu                   Until the year 2000, the Italian Government carried out practically no
and Debian communities. GUL-uc3m is an association comprised mainly                     initiatives to support OSS. Until then, initiatives could be found in schools
of students that seeks to promote OSS at universities, focusing mainly on               and in towns in certain regions, such as Trentino, in Tuscany. Following
students, but without neglecting university institutions. The main objectives           a proposal from Senator Millio, the Italian Senate studied an amendment
of the Spanish Java community are the diffusion of Java technologies in                 to the financing law that ultimately resulted in a recommendation for
                                                                                        OSS use66.
Spanish and the promotion of OSS around these technologies.
                                                                                        In 2002, the Commission for OSS Use was created by the Public
GNOME Hispano is an association integrated within the GNOME
                                                                                        Administration to study OSS adoption67. The Commission suggested that
Foundation whose purpose is to promote the use and maintenance of the
                                                                                        OSS use should be considered for electronic administration projects,
GNOME desktop environment in Spanish. The KDE Spain community
                                                                                        as observed in the European Commission during the Fifth and Sixth
promotes the use of OSS, and specifically, the KDE desktop.                             Framework Programmes. Finally, the procedure was included in public
                                                                                        tenders, and OSS use in the directive of 18 December 2003, referred to
                                                                                        as Legge Stanca.

                                                                                        During 2002, OSS became a hot topic of debate in the Italian Government.
                                                                                        This culminated in 2004 with the creation of a CNIPA (National Centre
                                                                                        for Information Technologies in the Public Administration) working group,
                                                                                        which published a document68 with instructions on how to comply with
                                                                                        the directive. The Italian OSS Observatory69 was also created.

                                                                                        In 2007, Italy launched an OSS repository for Public Administrations,
65 Matthew Aslett, at http://blogs.the451group.com/opensource/2008/06/27/open-source-   called the ASC or the Ambiente di Sviluppo Cooperativo70, as a means for
tour-of-europe-spain/

                                                                                        66 15 December 2000, Ref. 9.4885.564 http://www.interlex.it/pa/emendam.htm
                                                                                        67 http://robertogaloppini.net/2006/12/22/italian-government-funds-to-sustain-open-source-
                                                                                        innovation/
                                                                                        68 http://www.cnipa.gov.it/site/_files/Rapporto%20conclusivo_OSS.pdf
                                                                                        69 http://www.osspa.cnipa.it/home/index.php?option=com_content&task=view&id=14&Item
                                                                                        id=30
                                                                                        70 http://robertogaloppini.net/2007/05/16/open-source-government-italy-launches-its-forge/




                                                                                                                                         Report on the International Status
                                                                                                                                                  of Open Source Software            55.
co-developing open code applications with other Public Administrations,                  In July 2007, the Italian Parliament's IT department presented a
      developers, research institutes, etc. However, as of 2009, it only housed                plan for the migration of 200 servers over to Linux and more than

      around a dozen projects71.                                                               3,500 workstations to OpenOffice. This migration will take place over
                                                                                               approximately two years76.
      The problem is that Italy is divided into 20 regions, each of which is currently
                                                                                               At a regional level, there are OSS projects in Cremona77, Foggia78,
      free to establish its own laws, including those related to ICTs. Many of the
                                                                                               Rome, Tuscany, Emilia Romagna, Genoa, Bologna, Bolzano, Savona
      regions have their own laws related to the public purchase of software and               and Umbria79.
      the adoption of open standards and OSS. This makes it difficult for there to
                                                                                               Private sector
      be a clear policy on adopting this type of software in Italy.
                                                                                               The Italian market has reached an important stage of maturity with
      According to statistics provided by the Italian Observatory, in 2006, 72%
                                                                                               regard to the adoption of corporate business solutions, especially in the
      of the Public Administrations used OSS, while in 2007, this increased to                 areas of web servers, databases, operating systems and security.
      80%. Among the most important advantages of its adoption, 68% of the
                                                                                               The extent of OSS adoption in the Italian business sector is significantly
      Public Administrations surveyed mentioned financial reasons.
                                                                                               higher in large companies, with a 38% penetration in the use of OSS operating
      In 2007, the Ministry of Reform and Innovation in the Public Administration              systems, and lower among SMEs (10% in the segment of companies with
      announced the creation of a second OSS Commission to establish a                         less than 50 employees)80. The main reasons given by companies for
                                                                                               adopting OSS are the cost and the options for customisation.
      public OSS purchasing guide, which was finally published in May 200872.
                                                                                               In Italy, the number of OSS suppliers is gradually increasing. Prominent
      With regard to implementation projects in the Public Administration, the
                                                                                               companies include SpagoBI, specialising in Business Intelligence, and
      greatest success stories include the Ministry of Justice73, the Ministry of
                                                                                               service companies, such as Sourcesense. In the mobile phone software
      Economy and Finance74, the Court of Auditors and the National Institute
                                                                                               sector, the American company Funambol maintains its R&D centre in Pavia.
      of Design and the Mint75.



      71 http://robertogaloppini.net/2009/02/09/open-source-governance-state-of-the-art-and-   76 http://www.osor.eu/news/it-parliament-to-switch-to-gnu-linux-and-open
      lesson-learnt-in-italy-part-i/
                                                                                               77 http://www.osor.eu/case_studies?
      72 http://www.innovazione.gov.it/ministro/salastampa/notizie/1022.htm
                                                                                               78 http://www.linux.com/archive/articles/45714
      73 http://www.allbusiness.com/technology/software-services-applications-
      information/10525398-1.html                                                              79 http://www.osor.eu/news?
      74 http://customers.redhat.com/2008/06/10/italian-ministry-of-economics-and-finance-     80 Alessandro De Rossi, Vladi Finotto, Antonio Picerni. “Doing Business with Open Source:
      powers-mission-critical-applications-with-red-hat-solutions/                             An analysis of Italian OSS Firms.”
      75 http://www.redhat.com/about/news/prarchive/2008/corte_dei_conti.html




56.   Report on the International Status
      of Open Source Software
Universities                                                                  4.1.5. Norway
In the university sector, since 2008, the University of Perugia has offered
a Masters in OSS81. The University of Bologna is a particularly active        Public Sector
participant in research and development projects involving collaboration
                                                                              In 2001, the public company Statskonsult wrote a report recommending
with companies. Among other projects, we might mention the SIRIA
                                                                              the use of OSS in the public sector and in education82. One year later, the
project, which led to the development of the GIS platform for archiving
                                                                              Norwegian Government decided not to renew a contract with Microsoft to
and managing archaeological information, which permits simultaneous
                                                                              foster competition among software companies and, in particular, OSS83.
access by several people to the same information over the Internet. The
code has been released under a GPLv3 license.                                 In 2004, an independent advisory group also recommended that
                                                                              the government create pilot initiatives to stimulate OSS development in
The University of Bologna participates, along with the Universities
                                                                              the country84.
of Milan and Trento, in the initiative for the development of the OW2
Consortium's Business Intelligence platform.                                  In 2007, the Norwegian Government decided that all documentation
                                                                              produced should be in ODF for editable documents, PDF when it was
Equally important is the participation of the University of Laguno (USI)
                                                                              desirable to preserve the characteristics of the original document and
and the University of Messina (UniMe) in project RESERVOIR.
                                                                              HTML when it was public information on the Internet85.

                                                                              The government created the Norwegian OSS Competence Centre, Friprog,
Communities                                                                   to advise the Ministry of the Administration and Government Reform. This
                                                                              centre provides advice on the use of OSS in both the public and private
Several organisations are dedicated to promoting OSS in Italy, such as
                                                                              sectors, and also participates in the creation of OSS policies86.
the Italian Linux Society, which promotes GNU/Linux and OSS in Italy,
and the Italian Free Software Foundation. The Orvieto user group also
promotes the use of Linux and the philosophy behind the GNU Project.
In the commercial environment, active communities in Italy are the Linux,
PostgreSQL, Plone, Mozilla and Sugar CRM communities.
                                                                              82 Statskonsult, “Open-source software,” August 2001, http://www.statskonsult.no/publik/
                                                                              rapporter/2001/2001-07eng.pdf
                                                                              83 Wired News, “Norway Says No Way to Microsoft,” July 16, 2002 http://www.wired.com/
                                                                              news/business/0,1367,53898,00.html
                                                                              84 “Software Policy for the Future,” The Norwegian Board of Technology, December 2004,
                                                                              http://www.teknologiradet.no/files/english_summary_041223_copy.pdf.
                                                                              85 “Norwegian Standards Council Recommends Mandatory use of ODF and PDF,” May 13,
                                                                              2007 http://www.consortiuminfo.org/standardsblog/article.php?story=20070513180219689
81 http://www.osor.eu/news/it-university-starts-open-source-master-course
                                                                              86 http://www.osor.eu/case_studies/independent-advice-norways-friprog-competence-
                                                                              centre




                                                                                                                              Report on the International Status
                                                                                                                                       of Open Source Software           57.
The Skolelinux project began in 2001. Skolelinux is a Norwegian OSS
                                                                                              project specifically for schools. Skolelinux has been implemented in
                                                                                              more than 200 educational centres throughout Germany and Norway.

                                                                                              Private sector

                        46% of Norwegian companies use                                        Private sector adoption of OSS is average, and it is expected that OSS
                          OSS in their organisations.                                         penetration in this sector will increase. A survey conducted by TSN Gallup
                                                                                              for Sun’s MySQL in 200990 showed that 46% of Norwegian companies
                                                                                              use OSS in their organisations, a rate that matches the average for the
                                                                                              Nordic countries.

                                                                                              The main companies developing OSS in Norway are Redpill-Linpro,
      In 2008, the Norwegian Government allocated funds to stimulate                          Freecode, Ez Systems, Qt Software and Moava.
      the use of OpenOffice in order to reduce its dependence on proprietary
                                                                                              Universities
      software87.
                                                                                              The Norwegian University of Science and Technology plays an important
      At the local level, the projects carried out in the cities of Oslo and Bergen           role in projects involving OSS development. The University of Bergen
      are especially noteworthy.                                                              and the University of Oslo also make important contributions.

      In 2003, the city of Oslo announced its intention to migrate all schools
      to Linux, integrating it into the municipal administrative systems88. One
                                                                                              Communities
      year later, the city of Bergen decided to migrate its servers dedicated to
      education and healthcare to SuSe Linux Enterprise89.                                    The Norway User Group and SkoleLinux are two of the most important
                                                                                              organisations promoting OSS in Norway. The OSS Development Community
      Another example of successful OSS implementation in the Public
                                                                                              in Norway makes a very valuable contribution, as the high cost of qualified
      Administrations is the FriKomPort project. The Norwegian region of
                                                                                              labour in this country encourages the reuse of available OSS.
      Kongsberg launched an OSS-based portal to coordinate and manage
      training. Other areas of the country expressed their interest, and finally              Redpill-Linpro, Freecode, Ez Systems, Qt Software, Moava, Drupa
      it was published with a GPL license.                                                    and Alfresco are the main communities of commercial OSS developers
                                                                                              in Norway.


                                                                                              90 TSN Gallup for Sun’s MySQL: Open Source Software Barometer 2009 Nordic and
      87 http://www.msnbc.msn.com/id/27768462/                                                Benelux Report.
      88 “Linux in Oslo high schools,” 2003 http://www.a42.com/node/399
      89 “Norway’s second city embraces Linux,” ZDNet UK, June 15, 2004. http://news.zdnet.
      co.uk/0,39020330,39157677,00.htm




58.   Report on the International Status
      of Open Source Software
4.1.6. United Kingdom                                                                    the Public Administrations must be based on the price-quality ratio of the
                                                                                         offer, with the British Government showing no preference for OSS94.

Public Sector                                                                            In 2005, the government agreed to sponsor research at the National
                                                                                         Computing Centre into applications based on open source code for the
In 2003, nine government agencies tested OSS to measure the effectiveness                public sector95.
and the costs/benefits of systems based on open sources .           91

                                                                                         In spite of the government-issued policies and reports, to date it has
That same year, the e-Envoy Office and the British Department of Trade                   remained quite neutral with regard to the use and promotion of OSS.
and Industry (DTI) declared that the government's default position was                   Only recently has a policy been presented that clearly promotes the use
to adopt OSS licenses in accordance with the definition from the OSI                     of OSS96. The most significant examples of OSS implementation in the
(Open Source Initiative) or other similar licenses . Later, based on
                                                              92
                                                                                         public sector are those by the city of Birmingham, Powys County, the
these experiences, the British Office of Government Commerce (OGC)                       BBC and the National Health Service (NHS).
published a “Proof of Concept” report which concluded that OSS is a
viable, credible alternative to proprietary software and recommended                     The city of Birmingham migrated 330 workstations in its libraries to
that the public sector consider development and migration to OSS .             93
                                                                                         Openoffice, Gimp and Firefox97.

In 2004, the OGC drew up a proposal, approved as the policy on OSS                       The Powys County Council implemented a server with OSS in schools
use, in which the government specified that the selection of software in                 to facilitate the access of all students in the county to the Internet
                                                                                         and e-mail. OSS had previously been installed on local council web
                                                                                         servers.


91 Computer World, “Nine British government agencies to test open-source software,”
Todd R. Weiss, October 2003 http://www.computerworld.com/softwaretopics/os/linux/
story/0,10801,85896,00.html                                                              94 “Open Source Software Use within UK Government, Version 2,” e-Government Unit,
                                                                                         October 2004. http://www.govtalk.gov.uk/documents/oss_policy_version2.pdf
          OGC News Release, October 2003: http://www.ogc.gov.uk/application.
asp?app=press_release.asp&process=full_record&id=1000030                                 2002 Office of Government Commerce OSS Procurement Guide: http://www.ogc.gov.uk/
                                                                                         sdtoolkit/reference/ogc_library/procurement/OSSGuidance.pdf
          Final report: “Government Open Source Software Trials,” October 2004 http://
www.ogc.gov.uk/index.asp?id=2190                                                         Office of Government Commerce, Open Source Software page. http://www.ogc.gov.uk/
                                                                                         index.asp?id=2190
92 International Trade Administration, U.S. Department of Commerce, “European OSS
Policy Initiatives.”                                                                     OSS Trials Final Report (October 2004): http://www.ogc.gov.uk/embedded_object.
                                                                                         asp?docid=1003914
93 Office of Government Commerce, OSS Page http://www.ogc.gov.uk/index.asp?id=2190
                                                                                         95 Robert Jaques, “UK Government turns to open source,” VNUNET.com, June 20, 2005.
Case Study: http://www.ogc.gov.uk/embedded_object.asp?docid=1000435                      http://www.vnunet.com/vnunet/news/2138325/uk-government-turns-open-source

Final report: http://www.ogc.gov.uk/embedded_object.asp?docid=1002367                    96 “The UK Government beefs up its open-source policy,” published by Gartner, 2008.
                                                                                         97 http://www.silicon.com/management/public-sector/2006/03/02/academy-builds-
OSS Policy Document : http://www.govtalk.gov.uk/documents/oss_policy_version2.pdf
                                                                                         business-case-for-linux-in-govt-39156889/




                                                                                                                                         Report on the International Status
                                                                                                                                                  of Open Source Software      59.
A group of programmers in the R&D department at the BBC developed                            Universities
      a tapeless recording system for PCs using OSS, called Ingex, that takes
                                                                                                   Universities in the United Kingdom participate very actively in the world of
      advantage of the benefits of cheap storage and high processing power.
                                                                                                   OSS, making a very valuable contribution, with high levels of participation
      They released it under a GPL license.
                                                                                                   by professors, researchers and students alike on numerous projects.
      In 2004, the National Health Service (NHS) decided to migrate 5,000
                                                                                                   The Universities of Edinburgh, Glasgow and Aberdeen have important
      computers to the Java Desktop System (JDS). It signed an agreement
                                                                                                   OSS research programmes financed by outside funds. The University
      with Sun Microsystems to carry out a pilot test98. Later, at the end of
                                                                                                   of Edinburgh won the OSS Award in Scotland in 2008. One of the
      2005, it signed another agreement, this time with Novell99, to implement
                                                                                                   greatest contributions from the University of Edinburgh to OSS has
      SuSe Linux Enterprise Server in order to save €83m over three years.
                                                                                                   been the development of “OGSA-DAI middleware,” which supports
      Private sector                                                                               the consolidation of massive databases from large-scale computing
                                                                                                   resources in different locations. This software is used in e-science
      The British private sector continues to be quite reticent with regard to
                                                                                                   projects worldwide.
      OSS use. In its report on the United Kingdom (June 2009), Survey
      Interactive stated that 42% of the companies surveyed already used                           The knowledge generated by research and the OSS-related capacity
      OSS and 22% were considering it. The rate of OSS adoption by SMEs in                         of the professors involved in the research programmes is transmitted
      the United Kingdom was 34%, according to a survey conducted by TNS                           to the students through its presence on the curriculum offered by the
      Gallup for SUN’s MySQL in 2009 .         100
                                                                                                   IT faculties. On the other hand, where universities do not have these
                                                                                                   externally-financed programmes, OSS courses tend to be minimal.
      In the financial sector, the adoption rate appears to be somewhat
      higher. According to a 2008 Actuate survey101, 46.7% of the companies                        The University of Lincoln provides its students with the option to
      responded that they were already using OSS, 3.3 % were in the process                        participate in OSS development projects. The OSS Research Centre
      of implementing it and only 10% had no plans for adoption.                                   coordinates the CODEX (Collaborative Development for the XO Laptop)
                                                                                                   projects to create resources that permit students to develop applications
                                                                                                   on their XO and SoMOSS laptop computers, focusing on instant
      98 http://www.theregister.co.uk/2003/12/08/uk_nhs_trials_sun_linux/http://www.theregister.   messaging software architecture. A clear success of these projects is
      co.uk/2003/12/08/uk_nhs_trials_sun_linux/
                                                                                                   that the student-researchers greatly benefit from the interaction with the
      99 http://www.opensourceacademy.gov.uk/news_and_events/news/open-source-in-the-
      nhs-a322-million-contract-awarded-to-novell                                                  OSS community, from whom they receive continuous support.
      100 http://www.h-online.com/open/news/item/Survey-UK-SME-s-low-adoption-level-for-
      open-source-812350.html
      101 Actuate: Annual Open Source Survey http://www.actuate.com/OpenSourceSurvey2008




60.   Report on the International Status
      of Open Source Software
Among the most important projects financed by the European Union            Communities
under FP7   102
                  involving universities in the United Kingdom is the P2P
                                                                            The Open Source Consortium is the organisation in charge of
Next generation Peer-to-Peer Content Delivery Platform project,
                                                                            promoting the use and implementation of OSS, especially in the public
involving a consortium of academic institutions and companies from
                                                                            administration. Red Hat, Ubuntu and Alfresco are some of the most
the sector aiming to develop a new open standard-based platform for
                                                                            active communities in the United Kingdom.
content exchange using the P2P paradigm, with a vision focused on
the user, regardless of place and time. The University of Lancaster and     JASIG is a consortium of academic and commercial institutions that

the Kendra Foundation participate, along with other institutions from       supports OSS projects for the education sector. JISC finances OSS
                                                                            Watch, an observatory that provides independent advice on OSS use,
the country, such as the BBC and Pioneer's Digital Design Centre, and
                                                                            development and licensing. OSS Watch can help generate communities
institutions from other countries, such as the European Broadcasting
                                                                            for OSS-based projects.
Union, Markenfilm European Broadcasting Union and VTT's Technical
Research Centre in Finland.

The Moodle Programme at the British Open University (UKOU) has also         4.1.7. Finland
been successful, with more than 200,000 students and 7,000 professors.
Among the factors behind the project's success is the continuous
                                                                            Public Sector
contribution made by the Moodle community to the implementation and
ongoing improvement of the platform. This project benefits from special     In order to promote the use of OSS, the Finnish Government has
funding by the William and Flora Hewlett Foundation.                        carried out a series of initiatives focused particularly on practices in
                                                                            the Administration. Even though the government has not developed a
                                                                            national policy for OSS, it has recommended its use for years now. In
                                                                            2003, the Finance Ministry issued a report containing recommendations
                                                                            regarding OSS use103, which stressed the need to ensure access to
                                                                            source code for customised developments and favoured the use of open
                                                                            interfaces and standards. It suggested the use of OSS implemented in
          In 2007, the Finance Ministry migrated                            the market as an alternative.
           to OpenOffice in 10,000 workstations.
                                                                            That same year, the creation of the Applied Linux Institute was announced,
                                                                            with collaboration from three public institutions: the Department of
                                                                            Communications, the Institute of Adult Education at the University of


                                                                            103 “Recommendation on the Openness of the Code and Interfaces of State Information
                                                                            Systems,” Ministry of Finance working paper, October 2003. http://www.vm.fi/vm/en/04_
102 The European Union's Seventh Framework Programme for the Research and   publications_and_documents/01_publications/04_public_management/20031015Recomm/
Development of Information and Communication Technologies.                  name.jsp



                                                                                                                          Report on the International Status
                                                                                                                                   of Open Source Software          61.
Helsinki and the Department of Education in the city of Vantaa104. Its
      objective is to promote the use and development of OSS around the
      world, particularly in developing countries.

      The Centre for Open Software Solutions (COSS) was founded to
      promote OSS in the public and private sectors105.

      An example of a mass migration is that of the Ministry of Finance, which
      migrated 10,000 workstations to OpenOffice in 2007106, and made the
      “Open Office Portable-package” publicly available, this being a collection
      of various OpenOffice templates and documents.

      The government has been criticised107 for its lack of interest and support
      for OSS, despite many towns demanding OSS solutions.
                                                                                                 COSS109, this trend is positively influencing the IT strategy of the Public
      For example, the cities of Oulu, Tampere and Lahti are migrating to OSS                    Administration110. In a survey conducted by TNS Gallup for Sun’s
      to increase interoperability and reduce costs. Furthermore, public tenders                 MySQL, Finland has the highest degree of OSS use among the Nordic
      are increasingly written in such a way that they include OSS suppliers.                    and Benelux countries, with 54% of large and medium companies using
                                                                                                 it, as opposed to an average of 46% for the Nordic countries and 41%
      Private sector
                                                                                                 for the Benelux countries111.
      Since 1997, the University of Helsinki and the University of Turku have
                                                                                                 Universities
      conducted an annual survey measuring OSS use in Finland. The data
      published in 2008 showed that 75% of private companies in Finland                          There is a long tradition of collaboration between universities and private
      use OSS (in 2000, this figure was only 13%)108. In the opinion of the                      companies in the area of OSS-based research and development.

                                                                                                 Proof of this is FILOSI (Finnish Linux and Open Source Initiative), a
                                                                                                 joint-venture between academic institutions and business organisations
      104 Linux Journal, “Finland Works on an Applied Linux Institute.” Frederick Noronha,
      September 2003. http://www.linuxjournal.com/article.php?sid=7110                           to promote the research and development of open source technology
      105 COSS Competence Centre Finland: More than just five guys holding a torch http://www.   in Finland.
      osor.eu/case_studies/docs/IDABC.OSOR.casestudy.COSS.pdf
      106 http://www.osor.eu/news/fi-ministry-of-justice-migrates-to-openoffice
      107 http://www.valimaki.com/org/open_source_municipalities.pdf
                                                                                                 109 Fossbazaar's partner http://www.osor.eu/news/fi-open-source-resource-centre-joins-
      108 http://www.osor.eu/news/fi-companies-using-open-source-spurs-public-                   linux-foundation-working-group
      administrationsSEnS
                                                                                                 110 http://www.osor.eu/news/fi-companies-using-open-source-spurs-public-administrations
                                                                                                 111 http://www.mysql.com/news-and-events/generate-article.php?id=2009_10




62.   Report on the International Status
      of Open Source Software
Helsinki Technology University and the Helsinki Institute for Information        conducted by the Danish Technology Council, which recommended
Sciences participate actively in one of the projects financed by                 that OSS compete with proprietary software on a level playing field.
the European Union within the scope of the Seventh Framework                     Accordingly, it recommended carrying out OSS pilot projects.
Programme, the PSIRP, to develop, implement and validate an Internet
                                                                                 In the same month, the Danish Technology Council published a report
architecture based on the “publish-subscribe” paradigm. The project
                                                                                 suggesting that the Public Administration could save as much as €500m
results will be implemented under a free license that will permit SMEs
                                                                                 over four years by using OSS. The report also concluded that OSS
to use them to develop their own applications. Nokia Siemens Networks
                                                                                 should not be imposed as a general requirement.
and Ericsson also participate in this project, as well as universities
and private companies from seven other countries, such as the                    In November 2002, the socialist members of the Danish Parliament
University of Economics and Business in Athens (Greece) and British              introduced a motion supporting an offensive competition strategy in
Telecommunications (United Kingdom).                                             favour of OSS use and open standards. The motion failed to obtain the
                                                                                 necessary support within parliament and it has been reported that it will
Communities
                                                                                 not be reintroduced for a second vote.
The Debian and Ubuntu communities are especially active in Finland. In
                                                                                 In June 2003, the Danish Government adopted a software policy
terms of developers per million inhabitants, Finland has 3.93 developers
                                                                                 to protect and encourage competitiveness, freedom of choice and
per million, as opposed to 0.7 in the United States, the largest community
                                                                                 interoperability among different software suppliers. While this policy
in absolute terms112. The Debian community has carried out important
                                                                                 does not refer to OSS use, a large number of OSS projects were begun
initiatives focused on local adaptation, closely linked to OSS adoption
                                                                                 under its auspices.
by local governments. The high level of activity of the local community of
Ubuntu users should also be mentioned. Most developers in the Debian             In June 2007, the parliament gave approval for government agencies
community also belong to the Ubuntu community.                                   to have ODF and Open XML. The parliament itself and a third party
                                                                                 will evaluate the pilot programme in 2009. This regulation is the
                                                                                 outcome of the Danish Technology Council's “Open Source Software in
4.1.8. Denmark                                                                   e-Government” report, which recommended that the government play
                                                                                 an active role in promoting open standard formats as alternatives to
                                                                                 proprietary formats.
Public Sector
                                                                                 The result of this pilot project will mark a move towards consolidating
The Administration's involvement in using and promoting OSS has                  OSS in the Danish Public Administration, giving a decisive boost to OSS
evolved since October 2002, when the Ministry of Science, Technology             in the country.
and Innovation published the conclusions drawn from the analysis

112 http://www.linux-magazine.com/Online/News/Where-In-the-World-Are-the-Most-
Debian-Developers




                                                                                                                          Report on the International Status
                                                                                                                                   of Open Source Software     63.
Private sector                                                                   4.1.9. Holland
      The rate of OSS adoption by private companies is considerable, reaching
      a penetration rate of 44%, a figure that slightly trails the average adoption
                                                                                       Public Sector
      rate for the Nordic countries (46%), according to a survey conducted by
      TSN Gallup for Sun’s MySQL113.
                                                                                       In 2007, the Dutch Government decided that all its agencies will use OSS,
      The Nemhandel Initiative (NITA), a public project, has developed an              and that all government organisations needing to continue using proprietary
      OSS application for the electronic exchange of business documents. The           software and formats must justify this use and prepare a plan with a deadline
      intention behind this initiative is to stimulate its use by private companies,
                                                                                       for migration to open standards and OSS. From 2009, the regional and
      thereby introducing OSS into the private sector. Commercial suppliers,
                                                                                       local administrations will also be required to comply with this regulation.
      banks and network operators are also connecting their networks to the
      NemHandel infrastructure, which will facilitate the expansion of its use
      in the private sector.

      Universities

      The University of Aalborg participates in the European ASPIRE project
      under the European Union's Seventh Framework Programme. This
      university also participates in the OPEN (Open Pervasive Environments
      for Migratory Interactive Services) project. This project is intended to
      develop middleware that will allow interoperability among existing
      technologies. Companies participating in this project are NEC, Vodafone
      and SAP.

      Communities

      Dotsrc.org is a non-profit organisation founded in 1995 as part of Sun
      Microsystems' SunSITE programme, in collaboration with Aalborg
      University and the Danish Research Network. The organisation focuses
      on hosting services for the OSS community.

      The Ubuntu community is one of the most active in the country. The
      Skåne Sjælland Linux User Group (SLUG) is probably the largest
      community in the Nordic region, with nearly 5,000 members.



      113 TSN Gallup for Sun’s MySQL: Open Source Software Barometer 2009 Nordic and
      Benelux Report




64.   Report on the International Status
      of Open Source Software
Important OSS-related decisions have been made over the last few years                   Private sector
at a government level. In the Public Administrations, it is now mandatory
                                                                                         Holland does not have a significant level of OSS penetration in the
to use open standards to exchange digital information. OSS is preferred
                                                                                         private sector compared to other European countries, such as the Nordic
when acquiring software. With these goals, the national government's
                                                                                         countries. The lack of business management applications adapted to
NoiV programme is working to make this change possible.
                                                                                         the local market halts progress in the adoption of OSS by SMEs. Hippo
In 2006, Amsterdam City Council commissioned a study on OSS use                          is the main OSS distributor in the Netherlands.
in the Public Administration. This study indicated that the use of OSS
                                                                                         Universities
led to greater independence from suppliers, enabled better information
exchange and storage, and was free from financial and logistical risks.                  Universities in the Netherlands participate in several projects financed
This study led to two great advances, and as such was the cornerstone                    by the European Union as part of the Seventh Framework Programme
for incorporating OSS into the Public Administration. Firstly, Amsterdam                 for Research and Technological Development.
City Council announced in December 2006 that it had allocated €300,000
of its budget to testing OSS in the Administration of two city districts in              The University of Tilburg takes part in the project “Software Services
2007. This pilot project consisted of replacing Microsoft Windows and                    and Systems Network,” to establish an integrated, multidisciplinary
MSOffice with OSS in workstations.                                                       community of researchers to determine the conditions for the Internet of
                                                                                         the future, based on software services, while Delft Technical University
The second great advance involved nine Dutch cities, among them                          collaborates in the P2P project. It also takes part in the PETAMEDIA
Haarlem, Groningen, Eindhoven and Nijmegen, which came together                          project – Peer-to-Peer Tagged Media, which will use OSS for research
to sign the so-called “Amsterdam’s manifesto for open software in                        tests on the Tribler application.
government.”114
                                                                                         Communities
In the case of Groningen, in 2008, its City Council decided not to renew
its licensing contract with Microsoft for the use of Microsoft Office, instead           The HollandOpen Foundation intends to be a platform for all OSS initiatives
promoting the migration of all its systems to OpenOffice suite. According                and open standards in the Netherlands. Among its objectives is encouraging
to City Council data, the community would save €300,000 in the first                     the exchange of knowledge among the different local initiatives. Ubuntu
year, and it is calculated that completing the migration to OpenOffice                   and Apache both have important communities in the Netherlands.
would mean an investment of approximately €160,000, around half the
cost of renewing its licenses with Microsoft.


114 Amsterdam Manifesto in favour of Open Source Software in the Public Administration




                                                                                                                                  Report on the International Status
                                                                                                                                           of Open Source Software     65.
4.2. NORTH AMERICA                                                           4.2.1 United States

      North America represented more than 30% of the ICT market worldwide          Public Sector
      in 2007, although its modest growth (around 4% over the last two
      years) reflects very sharp disparities from sector to sector. While          In order to analyse the main factors contributing to OSS adoption in
      electronic products and the IT sector are still experiencing growth, the     American society, we shall begin with government initiatives supporting
      telecommunications sector is showing a more modest increase. The             OSS. It should be pointed out that, in spite of the competences that the
      North American market leads in the software, consumer electronics            states have in administrative and legislative matters, the first steps of an
      and audiovisual services sectors. The North American market is also
                                                                                   informational nature are taken at the federal level.
      characterised by its particularly high ICT expenditures in R&D, which
      exceed those of Japan and Europe combined.                                   Accordingly, in October 2000, the President of the ICT Advisory Council
                                                                                   (PITAC)115 wrote a report for the president, “Developing Open Source
      In the field of OSS, North America has led in initiating the movement.
                                                                                   Software to Advance High-End Computing,” where he recommended that
      There has been no firm commitment from the Public Administration in
      either the USA or Canada to promote the adoption and development of          the Federal Government promote the development and use of OSS, ensure
      OSS, although different states in the USA have been active in promoting      that the rules of the game were the same for OSS as they are for proprietary
      open sources, for example with proposed Law 2892 in the state of             software in public tenders, and analyse existing OSS licenses.
      Oregon and Law 1579 in the state of Texas. In the United States, the
                                                                                   Another report, “Developing an Open Source Option for NASA,”116 stated
      White House has already expressed its opinion on OSS and the adoption
                                                                                   that the use of OSS at NASA would lead to an improvement in software
      of Drupal as CMS, and the Defence Department has issued a statement
      clarifying the military position on OSS use.                                 development, strengthen collaboration and result in more efficient and
                                                                                   effective dissemination.
      Private initiative has been successful in creating business models through
      the generation of OSS, such as Red Hat, Apache and Windriver, and the        In 2001, the OSI (Open Source Institute) was founded with the mission
      great American software giants such as IBM and SunMicrosystems have          to promote the development and implementation of OSS in the
      integrated community operations into their business models, recognising      government at federal, state and local levels. The organisation acts as a
      the added value that the community provides to software development.
                                                                                   facilitator between the public and private sector. Even though it is closely
      With regard to the North American conuntries, the United States is           affiliated with the Defence Department, its interests apply to all sectors
      considerably ahead of Canada, with the latter country constituting           of government. More than 1,000 persons are on its mailing list and it has
      a follower in the region, benefiting from the advances and the OSS           16 sponsors.
      communities created in the United States.

      The following section presents a detailed look at the current state of OSS   115 http://www.nitrd.gov/pubs/pitac/pres-oss-11sep00.pdf
      in two of the countries in the region: the United States and Canada.         116 http://www.nas.nasa.gov/News/Techreports/2003/PDF/nas-03-009.pdf




66.   Report on the International Status
      of Open Source Software
The rules for OSS use at the DoD (Department of Defence) were approved                    An important landmark occurred in 2004, when for the first time in the
in 2003 . The memorandum urges DoD agencies to use OSS whenever
         117
                                                                                          United States, a federal agency forming part of the Labour Department
it meets National Telecommunications Security and National Information                    released software under a GPL license122. After this, several states123
Systems Security requirements, as well as DoD regulations.                                joined forces in the Government Open Code Collaborative (GOCC),
                                                                                          creating a virtual space for voluntary collaboration between the public
The OSS Public Sector Project also began in 2003, backed by
                                                                                          sector and not-for-profit academic institutions. The objective was to
the Commonwealth of Massachusetts, in collaboration with the
                                                                                          encourage the creation of a common repository of open code and best
Massachusetts Institute of Technology, to facilitate the reuse of software
                                                                                          practices developed by the public sector. At the moment of its greatest
developed by the public sector118.
                                                                                          activity, the GOCC had 20 members, but only played an active role in
The following year, the Office of Management and Budget (OMB)                             the States of Massachusetts, Rhode Island and Texas. However, the
approved a memorandum requiring the purchase and maintenance costs                        GOCC, has recently ceased to play an active role. The reasons124 given
of software to be considered in public sector purchasing processes, in                    for this are basically the lack of time on the part of its volunteer members
addition to security and information privacy factors .       119                          and the lack of dedicated resources.

In 2003, the State of Oregon presented the proposal for Law 2892, which                   In 2005, the State of Oregon125 approved a budget of €1.2m to create
requires state agencies to consider the use of OSS for all new software                   the Open Technologies Business Centre (OTBC), intended to facilitate
acquisitions. Similarly, the State of Texas presented a proposal for Law                  the creation of OSS businesses. The Centre hosts the Open Source
1579 that same year, with the same aim. In 2004, the State of California                  Development Labs, a consortium of Linux companies.
approved the recommendation to implement OSS whenever possible in
                                                                                          That same year, the State of Massachusetts approved the mandatory
state agencies120, and the State of Hawaii approved the launch of a pilot                 use of ODF. However, in 2007, it also included the Open XML format126.
project to implement OSS in the Department of Education121.
                                                                                          As examples of projects involving OSS, we might mention those carried
                                                                                          out by the US Department of Veterans Affairs, which has developed
117 http://www.google.es/search?hl=es&source=hp&q=Open-source+software+gets+nod+f
rom+DOD&btnG=Buscar+con+Google&meta=&aq=f&oq=&rlz=1R2ADFA_esES336
118 http://ecitizen.mit.edu/opensource/index.html                                         122 http://www.linuxjournal.com/article/7622
119 “Software Acquisition,” M-04-16, July 1, 2004. Karen S. Evans and Robert A. Burton.   123 KS, MA, MO, PA, RI, UT, VA, WV
http://www.whitehouse.gov/omb/memoranda/fy04/m04-16.html
                                                                                          124 http://www.uic.edu/htbin/cgiwrap/bin/ojs/index.php/fm/article/view/2313/2065
120 http://news.zdnet.com/2100-3513_22-137841.html
                                                                                          125 CNET news “Oregon angles for open-source businesses,” Stephen Shankland 2005.
121 HB1739, Hawaii State Legislature, 2004: http://www.capitol.hawaii.gov/session2004/    http://news.com.com/Oregon+angles+for+open-source+businesses/2110-7344_3-5551502.
status/HB1739.asp, http://www.capitol.hawaii.gov/session2004/bills/HB1739_HD1_.htm        html
                                                                                          126 http://www.macworld.com/article/58721/2007/07/openxml. html and http://news.cnet.
                                                                                          com/Microsoft-document-formats-gain-Mass.-favor/2100-1013_3-6194542.html?tag=nefd.
                                                                                          top




                                                                                                                                           Report on the International Status
                                                                                                                                                    of Open Source Software       67.
an EHR (Electronic Health Record) system, the VistA127 (Digital Health                   security, obtain better quality software, reduce costs and achieve greater
      Record System), in order to improve the quality of the medical system                    reliability — all the benefits represented by OSS.”129
      used by veterans. Different versions of VistA are already being used
                                                                                               In November 2009, the official US White House website migrated to Drupal,
      in the Defence Department's Military Health System, in the Health
                                                                                               an OSS-based content manager. After several months of planning, the
      Department and the Native American Health Service in Alaska. Outside                     Obama administration decided to replace the proprietary system it was
      the United States, this system has been implemented in the Mexican                       using with the latest version of Drupal. The President had already declared
      Social Security Institute, the Cardiology Institute in Berlin and the                    himself a “fan” of OSS even before being elected, supporting ODF open
      National Cancer Institute at the University of Cairo.                                    formats 130 in 2007 when he used OSS during his campaign131.

                                                                                               The government still has not taken a position in this regard132, and the
                                                                                               proprietary software lobby is putting pressure on them. One example is
                                                                                               the Business Software Alliance, created in 1988 by private companies.

                                                                                               Private sector
                       The election of Obama as president
                        of the United States has renewed                                       According to a 2009 Actuate survey133, 41% of the companies stated that
                               the debate on OSS.                                              they were already using OSS, 5.6% were in the process of implementing it
                                                                                               and only 11.8% had no plans for adoption. The most commonly used OSS
                                                                                               technologies were Apache (43.2%), Tomcat (31.5%) and MySQL (30.7%).

                                                                                               The real driving force behind the launching and adoption of OSS in the
                                                                                               United States has been the appearance of OSS product and service
      In February 2009, various companies and players in the sector wrote                      providers with a profitable, sustainable economic model.
      a charter128 for President Obama, asking him to consider OSS, arguing
                                                                                               One example is Red Hat, a distributor of OSS with support. Red Hat's
      that it could reduce costs in the health sector, for example. Companies
      that have already signed this include Collaborative Software Initiative,                 business model is based on a service subscription model, providing
      Alfresco, Novell, OpenLogic, Red Hat, Unisys, Talend, MuleSource and                     maintenance and technical support for the OSS it markets. Novell is
      CSI, among others.
                                                                                               129 http://news.cnet.com/8301-13505_3-10147920-16.html
      In January 2009, President Obama requested a report from the president                   130 http://www.eweek.com/c/a/Linux-and-Open-Source/Obama-Voices-Support-for-ODF/ y
      of Sun Microsystems, Scott McNealy. According to McNealy's report,                       http://blogs.the451group.com/opensource/2007/11/21/what-exactly-are-universally-
      “The government should authorise the use of OSS products to improve                      accessible-formats/
                                                                                               131 http://www.linuxjournal.com/content/obamas-secret-weapon-geeks-lots-them
                                                                                               132 http://blogs.the451group.com/opensource/2009/01/21/obama-administration-seeks-
      127 http://worldvista.org/AboutVistA                                                     advice-on-benefits-of-open-source/
      128 http://consideropensource.blogspot.com/2009/02/to-president-obama-please-consider-   133 Actuate: http://www.actuate.com/download/OpenSourceSurvey/oss2009.pdf
      open.html#comments




68.   Report on the International Status
      of Open Source Software
another OSS distributor. This American company entered the OSS                Sun Microsystems is one of the suppliers that has carried out activities
distribution business through the purchase of companies such as Ximian        with the academic community134. An example of this is the OSUM (Open
and SuSE in 2003.                                                             Source University Meetup), a community where thousands of university
                                                                              students and professors meet to form groups at different universities
We can also report that large competitors in the Information Technology       around the world, where they share and disseminate OSS knowledge.
Industry (IBM, ORACLE, HP, etc.) are entering the field of OSS. There         There are forums dedicated to technologies such as Java, OpenSolaris,
are also many OSS companies, such as Alfresco, Windriver, BlackDuck,          OpenSPARC, MySQL, NetBeans, GlassFish and OpenOffice; and on-
Ingres, Pentaho, Zenoss, Liferay and Navica, for example.                     line courses, advice, webinars and on-line conferences with specialised
                                                                              Sun Microsystem engineers are also organised.
In 2009, a group of the largest technology companies worldwide,
including Google, Red Hat, Oracle, Novell, Canonical and AMD, as well
as associations, non-governmental organisations, the OSS community
and research entities, formed a group called OSFA (Open Source For
America). The group's aim is to explain the benefits of adopting OSS
in the administrations, thereby achieving a level playing field between
OSS and proprietary software in bidding processes. The group hopes
to obtain the federal certifications necessary to be able to participate in
all software and service tenders for US administrations, including high-
security computing projects.

The combination of increasing governmental, institutional and
educational support and the determined entry of major competitors from
the Information Technology industry in the field of OSS will undoubtedly
result in more widespread adoption of OSS in North American society.
                                                                              The person who until 2007 was CEO of Open Source Development Labs
Universities                                                                  (ODSL) founded the Collaborative Software Initiative that same year. This
                                                                              initiative is the result of his conviction that an opportunity exists to use
Most OSS companies have sought involvement from universities in OSS
                                                                              communities as a platform for developing OSS solutions. As a result, CSI sells
communities and projects, aware of the contribution they may make to
                                                                              and provides support for solutions developed by teams using collaboration
OSS in terms of knowledge.
                                                                              tools such as CollabNet, with open platforms, that are less costly for their users
                                                                              to implement and maintain. In 2008, it launched TriSano, an application and
                                                                              an OSS community for the health sector. This is a citizen-oriented monitoring
                                                                              system for managing infectious diseases, which enables local, state and
                                                                              federal authorities to track, control and prevent disease and death.

                                                                              134 http://blogultura.com/tecnologia/osum/



                                                                                                                           Report on the International Status
                                                                                                                                    of Open Source Software        69.
The universities are also in the process of adopting OSS and providing                  There is no doubt that the incorporation of universities into the world of
      support for its development. We can see examples of universities that                   OSS will contribute to consolidating and extending the use of OSS in
      support desktop Linux (Boston University, University of Indiana, MIT,                   American society, and their participation in OSS projects will enrich the
      Princeton University, University of Washington, etc.) and universities that             projects and accelerate OSS-based innovation.
      offer Linux training courses (MIT, UCLA, University of Washington, etc.) .        135

                                                                                              Communities
      MIT has carried out a complete study on whether Linux should be
                                                                                              Private institutional support has also played an important role,
      extended throughout the entire university. Titled “IS Support of Linux
                                                                                              complementing government support. The OSA136 (Open Solution Alliance)
      at the Desktop", it is based on user and institution interviews and its
                                                                                              recently emerged as a private initiative to support OSS. Created in 2007,
      conclusion is that “the MIT community is ready to embrace Linux as a
                                                                                              its mission is to expand the OSS market through collaborative actions.
      third desktop operating system.” As a result, the university is accelerating
                                                                                              Among the companies who have joined this initiative are Black Duck,
      its free Linux support, beginning with student laptops.
                                                                                              Ingres, Jaspersoft, Unisys, Talend, SourceForge and OpenBravo.
      The OSS Laboratory at the University of Oregon (OSUOSL) supports
                                                                                              The first initiative was the OSI (Open Source Initiative)137, a not-for-profit
      different communities and projects based on open sources and code,
                                                                                              organisation founded in 1998 with the aim of promoting open code.
      such as Linux, Apache, Gnome and Mozilla, providing companies the
                                                                                              Currently, one of its best-known activities is maintaining the definition of
      resource capacity they were previously unable to obtain, as well as fast,               OSS and certifying licenses complying with this definition, creating a nexus
      secure services.                                                                        of confidence among developers, users, companies and governments.

      A few universities have conducted surveys of Linux use among staff and                  Special mention should be made of FOSSBazaar.org, a community
      students. At MIT, 22% of the students used Linux on their computers                     in which a Linux Foundation working group facilitates communication
      in 2000; at New Mexico Tech, 20% of the teaching staff used Linux on                    between OSS users and experts. This community was founded by the
      their work computers in 2002; at the University of North Carolina, 15% of               following ICT companies and organisations: Linux Foundation, Coverity,
      those responding to the survey in 2002 preferred Linux; at the University               Google, Novell, Olliance Group, OpenLogic, DLA Piper, SourceForge
      of Maryland, 13% of survey respondents used Linux; at the University                    and HP. The community is led by HP, and its objective is the existence
      of Texas, 8% of those surveyed used Linux in 2000; and at Harvard, 4%                   of a site dedicated to best practices in OSS management in companies,
      of the students used Linux in 2001. Generally speaking, it seems that                   the development and implementation of processes creating OSS
      Duke, Yale and MIT are leading the pack in terms of Linux use.                          policies in companies, and topics related to the selection, acquisition
                                                                                              and implementation of OSS in companies.


      135 The case for Linux in Universities http://www.kegel.com/linux/edu/case.html         136 http://www.opensolutionsalliance.org/osa/history.html
                                                                                              137 http://www.opensource.org/




70.   Report on the International Status
      of Open Source Software
The Free Software Foundation (FSF) is the main organisation supporting                      In 2004, the Canadian Treasury Agency published a study139 in which
the GNU project. The FSF's goals are to preserve, promote and protect                       it recognised the importance of OSS and recommended a focus for its
the free use, study, copying, modification and redistribution of software,                  promotion: ensuring that there are no barriers to acquiring OSS, supporting
and to defend the rights of OSS users.                                                      OSS suppliers by allowing them to register at the Software Acquisition
                                                                                            Reference Centre (SARC) and ensuring that Canadian Government
                                                                                            workers are acquainted with the different software options.

4.2.1. Canada                                                                               Among the next steps taken were revising public purchasing practices to
                                                                                            ensure that OSS will be evaluated under equal conditions, developing a
                                                                                            guide on how to acquire and share OSS in the public sector, developing a
Public Sector
                                                                                            strategy with regard to property rights, and facilitating advice on licenses
The Canadian Federal Government still has not taken sides with regard                       and other legal matters.
to OSS. In spite of several examples of OSS adoption in the public sector,
                                                                                            Another report issued by the Canadian Treasury Council is the “Free
there is no clear policy regarding its use or the promotion of OSS.
                                                                                            and Open Source Software Overview and Preliminary Guidelines for the
The government's first public initiative was carried out by the Public Works                Government of Canada.”140
and Government Services Commission (PWGSC), which organised the
                                                                                            Both the Canadian Government's Ministry of Public Works and Services
OSS conference in Ottawa in 2002.
                                                                                            and the Canadian Treasury Council recognised that OSS is used in
That same year, the government commissioned a study138 on                                   the public sector in several federal departments141, an example being
business opportunities in OSS for the Department of Information and                         the initiative in the city of Toronto, which migrated 450 workstations to
Communication Technologies, belonging to the Ministry of Industry,                          OSS in 2003142. However, only recently do we see examples of clear
the objective of which was to promote the competitiveness of ICT                            public commitment to the adoption and support of OSS in the Public
suppliers.                                                                                  Administration. One of these examples is the approval by the City of
                                                                                            Vancouver of the “Open Data, Open Standards and Open Source”
In addition, the Infrastructure and Standards Council of the PWGSC                          proposal143 in 2009, which supported the adoption of open standards,
assessed the direct and indirect implications of OSS business models in                     promoted the reuse of data and positioned OSS on equal terms with
the government's IT investments.                                                            proprietary software during contracting procedures144.

                                                                                            139 http://www.tbs-sct.gc.ca/fap-paf/oss-ll/oss-ll-eng.asp
                                                                                            140 http://www.tbs-sct.gc.ca/fap-paf/oss-ll/foss-llo/foss-llotb-eng.asp
                                                                                            141 “Open Source Software in Canada: Open Source Business Opportunities for Canada’s
                                                                                            Information and Communications Technology Sector: A Collaborative
138 “Open Source Software in Canada: Open Source Business Opportunities for Canada’s
Information and Communications Technology Sector: A Collaborative
                                                                                            Fact Finding Study,” by the e-Cology Corporation, September 2003, http://www.e-cology.ca/
                                                                                            canfloss/report/CANfloss_Report.pdf
Fact Finding Study,” by the e-Cology Corporation, September 2003, http://www.e-cology.ca/
canfloss/report/CANfloss_Report.pdf                                                         142 http://www.linuxtoday.com/infrastructure/2003072901826NWDTPB
                                                                                            143 http://vancouver.ca/ctyclerk/cclerk/20090519/documents/motionb2.pdf
                                                                                            144 http://www.itworldcanada.com/a/Daily-News/0c8fac07-b6bd-44ff-a37c-80f25ac5c44f.
                                                                                            html


                                                                                                                                                Report on the International Status
                                                                                                                                                         of Open Source Software        71.
Private sector                                                                              Universities

      Canada is a country with potential to develop OSS. Two national industrial                  Among the most active sectors is education. There are several examples
      associations, the Information Technologies and Communications                               of OSS development at Canadian universities and migrations in schools.
      Association (ITAC) and the Canadian Advanced Technology Alliance                            In 2003, the GULUS Linux user group at the University of Sherbrooke
      (CATA) came out in favour of OSS as a viable option to be considered                        launched EduLinux, a distribution for university use.
      alongside proprietary software.
                                                                                                  In British Columbia, several schools migrated to Linux in 2001, and a
      OSS use in Canada is in its early stages, as is shown by the fact that                      consortium of schools in Quebec launched the MILLE (Model for OSS
      the hybrid sales model is the most common, where companies adopt                            infrastructure in education) project in 2003. This school-based project,
      proprietary software solutions that run on OSS platforms.                                   in collaboration with different public and private research organisations,
                                                                                                  documents the best practices for OSS educational portals.
      Business activity developing OSS in Canada is concentrated in large
      cities like Vancouver, Calgary, Toronto, Ottawa and Montreal. Canadian                      Communities
      suppliers are mainly small companies and individual developers145.
                                                                                                  Initiatives exist at both a social and university level, and an Internet
      The company ActiveState       146
                                          provides solutions for companies using dynamic          search for collaborators in repositories and communities turns up
      languages, and specialises in Perl, Python, PHP, Ruby, etc. ActiveState has                 evidence that Canada is present147.
      partners such as Intel, Sun Microsystems, Oracle, and O’Reilly Media; they
                                                                                                  Numerous OSS user groups and communities in Canada can be
      claim to work for more than 70% of the Fortune 500 companies.
                                                                                                  named. For example, there are more than 35 Linux user groups in
                                                                                                  10 Canadian provinces.

                                                                                                  One of the most active Canadian OSS associations is CLUE148 (Canadian
                                                                                                  Linux User’s Exchange), whose objective is to increase the use and
      145 “Open Source Software in Canada: Open Source Business Opportunities for Canada’s        development of Linux, and of OSS in general, providing a meeting place
      Information and Communications Technology Sector: A Collaborative                           for users, developers and other players in the community, where they
      Fact Finding Study,” by the e-Cology Corporation, September 2003, http://www.e-cology.ca/   can share resources, define standards, etc.
      canfloss/report/CANfloss_Report.pdf
      146 www.activestate.com


                                                                                                  147 “Open Source Software in Canada: Open Source Business Opportunities for Canada’s
                                                                                                  Information and Communications Technology Sector: A Collaborative

                                                                                                  Fact Finding Study,” by the e-Cology Corporation, September 2003, http://www.e-cology.ca/
                                                                                                  canfloss/report/CANfloss_Report.pdf
                                                                                                  148 http://cluecan.ca/




72.   Report on the International Status
      of Open Source Software
FACIL, the OSS association in Quebec, filed a lawsuit in 2008 against
the Quebec State Government, arguing that it was giving preferential
treatment to proprietary companies by buying products from these
companies instead of using OSS alternatives149.

The FOSSLC association is a not-for-profit organisation dedicated to
OSS development, with the collaboration of both private companies and
universities (Alfresco, Eclipse, University of Toronto, etc.). Some of its
objectives are to provide and disseminate information about the nature and
benefits of OSS, promote open standards and interoperability, and serve as
a meeting point for interested communities, foundations and companies.

Other initiatives, such as GOSLING (Getting Open Source Logic Into
Governments), formed by citizen volunteers, are intended to informally
encourage OSS use in government.




                 Canada is a country with the potential
                           to develop OSS.




149 http://www.osor.eu/news/quebec-government-sued-for-ignoring-open-source-
alternatives




                                                                               Report on the International Status
                                                                                        of Open Source Software     73.
4.3. LATIN AMERICA                                                           In 2003, the First Latin American and Caribbean Conference on Open
                                                                                   Source Software Development and Use was held. The final declaration
                                                                                   of this conference clearly shows the urgent need for different sectors to
      In Latin America, the development of the IS has come about largely           begin considering OSS as an integral part of building the Information
      due to the penetration of the mobile phone. The countries that are the       and Knowledge Society, and as a priority when designing policies
      heavyweights in terms of the number of mobile phone subscribers in the       for development150. With high rates of illegitimate software use, OSS
      region are Brazil, Mexico, Argentina, Colombia, Venezuela and Chile.         continues to have a limited future for development.

      Currently, the profile of Internet users is changing as the result of a
      large increase in the penetration of the Internet in the region. According
      to CEPAL (Economic Commission for Latin America), in overall terms
      in 2000, users were almost exclusively residents of large cities with
      a medium to high purchasing power and of working age. There are
                                                                                                  Brazil has been the leading country
      currently more and more users living in medium-sized cities, and use
                                                                                                   in OSS implementation, making it
      is even beginning to spread to rural areas, to younger users and little
                                                                                                 one of the most active Latin American
      by little to lower socioeconomic classes. This change is due in large
                                                                                                 countries in OSS use and production.
      part to the fact that the governments of these countries have committed
      to promoting initiatives that facilitate ICT access for their citizens. In
      this area, the creation of public access centres and Internet cafés has
      become especially important. It is estimated that the number of these
      government and private centres rose to 144,954 in 2006, providing
      coverage to more than 360 million residents.                                 Founded in 1990, the Association for Progress in Communication (APC)
                                                                                   is an non-governmental organisation and an international network of
      A trend has been observed in several Latin American countries (Ecuador,
                                                                                   civil organisations whose goal is for everyone to have access to a free
      Argentina, Cuba and Paraguay, as well as Venezuela and Brazil) towards
                                                                                   and open Internet. Their service offerings are based on OSS solutions,
      adopting OSS, especially with regard to the electronic administration.
                                                                                   many of which have been developed by the association itself.
      An example of this trend is the Latin American Electronic Government
      Charter signed in 2007, which spells out the principle of technological
      fit, meaning that administrations must select the most appropriate           150 Open source software and the prospects for development in Latin America and the
                                                                                   Caribbean http://www.mentores.net/Portals/2/mentores_net_sabemos_software_libre.pdf
      technologies to meet their needs. The use of open standards and OSS
      is recommended for reasons of security and long-term sustainability. Of
      all the countries, Brazil has been the leader in OSS implementation,
      making it one of the most active Latin American countries in terms of
      OSS use and production.




74.   Report on the International Status
      of Open Source Software
In some countries, the user groups have become centres for diffusing                  In Ecuador, the President of the Republic, Rafael Correa, through Decree
and organising events, debates and in-depth studies on the implications               No. 1014 of 10 April, 2008, established the use of OSS in computers
of OSS use. Among noteworthy cases is the Linux user group in Uruguay,                and systems as public policy for agencies within the Central Public
Uylug, which along with UNESCO has organised regional conferences                     Administration. The document also authorises the use of proprietary
on OSS to foster discussion on the topic at a national level. The Peruvian            software only when no OSS solution exists that meets the needs or
OSS Association is also involved in organising training and information               when the IT project has reached the point of no return.
events on a regional level, and it actively works with government agencies
to take part in defining policies and strategies regarding information and
communication technologies. Another interesting experience in Brazil is
that of the GNURIAS and LinuxChix groups and the “Software Livre
Mulheres” (Women in Open Source Software) Project, involving groups
of women OSS users and developers who set their own agenda and
engage in projects related to software development, dissemination,
education and digital inclusion in collaboration with other groups and the
OSS community as a whole151.

Some studies have estimated that of the total number of Linux users
around the world, approximately 5% are concentrated in Latin American
countries, specifically in Brazil, Mexico, Chile and Argentina152.

In Chile, OSS is being widely disseminated in schools through the public
Internet access network for schools ("Enlaces"), which implements
the Edulinex system. In this system, the workstations operate with                    Peru has also followed the "mandatory" route to introduce OSS within
OpenOffice and the FireFox web browser .         153                                  the Administration. Peru's policies emphasise the idea of "open" as a
                                                                                      right of all citizens, as a way to provide citizens with access to public
                                                                                      information and to obtain high levels of security, for both the state and
151 Open source software and the prospects for development in Latin America and the
                                                                                      its citizens. The proposed Law that has been published does not prohibit
Caribbean http://www.mentores.net/Portals/2/mentores_net_sabemos_software_libre.pdf   the production or sale of proprietary software, nor does it require the use
152 Open source software and the prospects for development in Latin America and the   of any specific software or come out in favour or against certain suppliers
Caribbean http://www.mentores.net/Portals/2/mentores_net_sabemos_software_libre.pdf
                                                                                      (local or not). It also refrains from limiting software license types, but it
153 http://www.theregister.co.uk/2005/02/10/south_america_open_source/
                                                                                      does establish that the code must be open154.



                                                                                      154 http://www.theregister.co.uk/2005/02/10/south_america_open_source/




                                                                                                                                     Report on the International Status
                                                                                                                                              of Open Source Software     75.
In January 2010, according to the Reuters agency in Havana, Cuban                     In addition, small and medium-sized companies have emerged that are
      companies began to use a variant of an OSS operating system (NOVA)                    dedicated to providing OSS solutions through development, adaptation,
      as an alternative to Windows. According to the Official Weekly Workers'               training and support services.
      Bulletin, several state companies would adopt “Nova,” the Cuban
                                                                                            One of the more emblematic cases in business training is that of Ximian,
      adaptation of Linux. According to official data, 80% of Cuban networks
                                                                                            an OSS company. This project, which resulted in one of the most widely
      and 20% of computers operate using open source architectures and
                                                                                            used desktops for Linux, was led in Mexico. Ximian, previously known
      operating systems. Linux is also the operating system used by Cuban
                                                                                            as Helix Code, was acquired by Novell in 2003156. Another Mexican
      Customs, as well as the Ministries of Higher Education and IT.
                                                                                            project with a significant impact on the OSS sector is GNOME, a desktop
                                                                                            environment for GNU/Linux, BSD and Solaris operating systems157.

                                                                                            A noteworthy case is the Brazilian company Conectiva, which created a
                                                                                            distribution of Linux specifically aimed at the Brazilian market, and which
                                                                                            was acquired by Mandriva in 2005158.

                     In Brazil and Venezuela, OSS use
                      in the Administration has been
                          implemented by decree.




      In the private sector, small, medium and large local companies have
      adopted OSS solutions at different levels, from their use in servers to
      some experiences with desktop applications. These experiences range
      from the pharmaceutical industry in Brazil to casino machines in Uruguay
      and numerous cases of small and medium-sized companies in Chile155.



      155 Open source software and the prospects for development in Latin America and the   156 http://es.wikipedia.org/wiki/Ximian
      Caribbean http://www.mentores.net/Portals/2/mentores_net_sabemos_software_libre.pdf
                                                                                            157 http://es.wikipedia.org/wiki/GNOME
                                                                                            158 http://en.wikipedia.org/wiki/Conectiva




76.   Report on the International Status
      of Open Source Software
4.3.1. Brazil                                                                      The Brazilian Government promotes development and use through
                                                                                   numerous regulations. In addition, it has created a series of bodies
                                                                                   that have assumed leadership roles in the area of OSS and have taken
                                                                                   charge of generating and coordinating actions aimed at discussing
                                                                                   and disseminating it, especially within the government and state
                                                                                   companies, such as SERPRO and EMBRAPA. In turn, there is strong
                                                                                   commitment and leadership by public companies in the development
                                                                                   and dissemination of OSS, especially through generating successful
                                                                                   cases that can be replicated in private environments (such as the case
           Brazil considers Open Source Software as                                of the Bank of Brazil) and through initiatives that allow the generation of
            an emblem of the Information Society.                                  new business opportunities for private companies, such as the INPE159.

                                                                                   The Presidential Decree of 3 April 2000 created an inter-ministerial
                                                                                   working group in Brazil whose objective is to propose policies to achieve
                                                                                   universal access to services, a government that is accessible to all, and
                                                                                   an advanced infrastructure.

                                                                                   Later, through the Decree of 18 October 2000, an Executive Committee
                                                                                   on Electronic Government (ECEG) was established, responsible for
Public Sector
                                                                                   formulating policies and coordinating actions to implement the electronic
In keeping with the guiding objective for the strategic planning of                administration in Brazil.
technology, and specifically information technologies, namely “to
                                                                                   That same year, the ECEG presented the document “Electronic
democratise and universalise access to information and knowledge
                                                                                   Government Policy,” in which the main objectives were defined as
through the use of new technologies,” the Government of Brazil has
                                                                                   the digital inclusion of all citizens, cost reduction and the improved
used and promoted OSS as a tool for achieving its aims and as a central
                                                                                   management and quality of public services, among others.
part of its planning strategy.
                                                                                   The ECEG also established the e-PING architecture, “Interoperability
For Brazil, OSS is a key part of its IT strategy, both at a government level and
                                                                                   Standards for Electronic Government,” which defines a set of policies
a software industry level. Gaining independence from the large software
                                                                                   regarding ICT use in the Administration. e-PING establishes that,
companies is seen as an enormous opportunity for the development of
                                                                                   whenever possible, open standards shall be adopted and existing OSS
the local IT industry, considering the enormous human capital the country
                                                                                   solutions shall be given preferential consideration.
has and the size of its market, which makes the creation of an ecosystem
apt for developing this type of technology feasible.


                                                                                   159 http://www.serpro.gov.br/noticias-antigas/noticias-2004/20040511_08



                                                                                                                                   Report on the International Status
                                                                                                                                            of Open Source Software     77.
In 2003, President Lula da Silva finalised the design of a policy                   Strategic Plan for OSS Implementation in the Federal Government.
      recommending the use of OSS instead of proprietary software in new                  Altogether, it includes 18 directives, 12 objectives and 29 priority actions
      computers for ministries, state agencies and government companies,                  that form the set of guidelines for the migration process162.
      making Brazil the leader in OSS implementation in Latin America. The
                                                                                          The Brazilian Government's migration strategy began in five ministries;
      goal of the policy was for at least 80% of computers purchased during
                                                                                          the Ministry of Cities, the Ministry of Culture, the Ministry of Mines and
      2004 to have OSS systems installed.
                                                                                          Energy, the Ministry of Communications and the Ministry of Science
      The OSS Migration Technical Group (GT-Migra) wrote documentation                    and Technology. These would serve as experience and as examples
      that formed the basis for implementing migration plans in governmental              for other public entities and companies, such as Radiobras (Brazilian
      agencies and organisations (Free Guide , Cluster Guide, Migration
                                                           160
                                                                                          Communications Company), SERPRO (State Company for Federal
      Plan, Distribution Assessment Methodology, etc.).                                   Government Information), DATAPREV (Social Prevision Data Company)
                                                                                          and the Bank of Brazil.
      The general guidelines for implementing and operating the electronic
      administration161 indicate that “OSS is a strategic resource for implementing       The Bank of Brazil is the largest financial institution in Latin America,
      e-Government,” “OSS must be understood as a technological option for                which means that it has high licensing costs. It considered carrying
      the Federal Government. Wherever possible, its use must be promoted.                out pilot tests with OSS technologies. The migration was carried out in
      Therefore, priority must be given to solutions, programmes and services             stages. It has migrated to OpenOffice, Linux, FreeMind, G3270, DIA,
      based on open source software which promote the optimisation of                     PDFCreator, Mozilla Firefox, Apache/Tomcat, Moodle, DotProject, CVS/
      resources and investments in information technologies."                             SVN/Trac, PostgreSQL, Eclipse, etc.

      The unnumbered Decree of 29 October 2003 ordered the creation of                    Currently, the migration process is included in the CISL 2009 Planning
      Technical Committees whose purpose, among others, is “to coordinate                 from the Strategic Committee on Open Source Software in the Federal
      and shape the implementation of OSS projects and actions." The                      Government163.
      Technical Clearinghouse for the Implementation of OSS and that for
                                                                                          Regulation 4/2008 published by the SLTI/MP deals with Administration's
      Digital Inclusion were created.
                                                                                          IT services contracting process. The process must identify different
      The Institute of Information Technology (ITI) has been charged with                 solutions, taking into consideration the availability of solutions in other
      coordinating the government's migration to OSS, running the Open Source             Administrations, those existing on the Brazilian Public Software Portal,
      Software Brazil Project. One of the first initiatives of the ITI was to establish   market alternatives, the existence of OSS, etc.
      a relationship between the government and the OSS community. In 2003,
      members of the Brazilian OSS community were invited to participate with
      government technicians in the creation of the Technical Committee's
                                                                                          162 http://www.softwarelivre.gov.br/planejamento-anteriores/copy_of_index_html/
      160 http://www.governoeletronico.gov.br/anexos/versao-em-espanhol-do-guia-livre
                                                                                          163 http://www.softwarelivre.gov.br/planejamento-cisl-2009
      161 http://www.governoeletronico.gov.br/o-gov.br/principios




78.   Report on the International Status
      of Open Source Software
In 2007, the Brazilian Public Software Portal was created164 to generate                 According to a study166 published in 2008 by the Institute Without Borders,
collaboration between users and developers, and it is currently the                      the current situation in Brazil is one in which 73% of large companies
leading space for sharing OSS technological solutions. In addition to                    (with more than one thousand employees) use OSS. Most use it for
increasing the number of users, this portal has generated significant                    both web servers and critical mission application servers. With regard to
commercial activity, with a growing number of service providers.                         small companies, the percentage of OSS penetration is 31%.

In the educational sector, Brazil has also implemented various initiatives               Petrobrás, the largest Brazilian company and the company with the
to promote and use OSS. The Centre for the Dissemination of Technology                   greatest productivity worldwide in deep water petroleum exploration,
and Knowledge (CDTK) promotes the use of OSS through training courses.                   replaced its €8,000,000 supercomputer with a Linux-based cluster that
This initiative is backed by the ITI, and has the support of the Ministry of             processes more information at a greater speed than the supercomputer.
Culture, the University of Brasilia (UnB) and the IBM company.
                                                                                         Universities
The objective of the National Programme for Educational Technology
                                                                                         Univates is a Brazilian state university working exclusively on free
(ProInfo) is to promote the pedagogical use of IT. The computers that form
                                                                                         technological platforms. In 1999, the university centre UNIVATES, in
part of the programme have a distribution called Linux Educational 3.0, which
                                                                                         southern Brazil, decided to develop its own academic administration
is based on Kubuntu 8.04. The programme has now taken its first steps
                                                                                         system, called SAGU, using OSS tools. Due to the success of the
and at the end of last year it already had no less than 29,000 laboratories
                                                                                         product, the IT team at UNIVATES has developed other successful
installed, which enables it to serve no less than 36 million students.
                                                                                         OSS-based applications. UNIVATES offered the IT team the opportunity
Launched in 2003, the “Computers for Everyone” programme intends to                      to become a separate entity from the university.
facilitate access by the citizens to a quality PC with a GNU/Linux operating
                                                                                         SOLIS currently develops OSS-based solutions for local industries and
system and OSS applications. Another programme, “Computers for
                                                                                         universities in Brazil. It charges for its services, and provides all its products
Inclusion” provides recycled computers to support the dissemination of
                                                                                         under a GPL license. Its objective is to support local companies and make them
community telecentres and the computerisation of public schools and
                                                                                         more competitive, as well as to create new jobs for people in the sector.
libraries. The computers are equipped with office packages and a GNU/
Linux operating system.                                                                  Communities

Private sector                                                                           The significant OSS activity in Brazil is naturally supported by heavy
                                                                                         activity in the country's OSS communities. Debian and Ubuntu are the
Development companies in Brazil are funded through domestic capital (98%)
                                                                                         two most active communities, with local teams focusing their efforts on
and are small in size, in terms of both turnover and the number of employees:
                                                                                         translation into Portuguese. The GNU/Linux community also has several
79% have an annual turnover of up to €200m (only 11% have an annual
                                                                                         user groups in Brazil, such as the Brazil GNU/Linux user group and the
turnover of over €1m) and 70% have a maximum of 9 employees165.
                                                                                         Paraná Open Source Software Movement.
164 http://www.softwarepublico.gov.br/O_que_e_o_SPB
165 Impact of Free and Open Source Software on the Software Industry in Brazil http://
                                                                                         166 http://ciberprensa.com/brasil-adopta-el-software-open-source/
observatorio.cenatic.es/index.php?option=com_rubberdoc&view=doc&id=11&format=raw



                                                                                                                                          Report on the International Status
                                                                                                                                                   of Open Source Software     79.
4.3.2. Argentina                                                                          Before 2008, when a law was proposed to make OSS use obligatory
                                                                                                in the Administration170, several provinces had already enacted various

      Public Sector                                                                             initiatives to promote the development and use of OSS.

                                                                                                In 2004, the Lower House of the Buenos Aires province approved a
      In Argentina, the central government promotes policies that do not
                                                                                                resolution to migrate to OSS on all computers forming part of the
      favour either OSS or proprietary software. It establishes that proprietary
                                                                                                organisation's computer network171.
      software will be used until the current contracts end, at which point new
      contracts will be negotiated, either with proprietary software suppliers or               That same year, the Paraná City Council decided to migrate to OSS as a
      OSS suppliers, based on the criteria of quality versus price167.                          result of various problems with its proprietary software licenses172.

      The ASLE (Open Source Software Environment in the State) institution                      By means of Decree 1800/07 from the Executive Provincial Government,
      is in charge of tracking and collecting information on the different                      the Provincial Government of Misiones approved the Institutional Plan
      OSS experiences in the public sector around the world. The Argentine                      for Adopting Open Standards for Office Files in the scope of the Public
      Government is keeping its options open, without leaning towards one                       Administration in the Province of Misiones173, which establishes that
      type of software or another, while awaiting successful experiences that                   “any electronic office document created and issued by the organisations
      support the advisability of OSS use .        168
                                                                                                falling within the scope of application of this Decree must be encoded in
                                                                                                a file format that meets the specifications established by standards ISO
      The two government agencies that coordinate IT policies and their
                                                                                                26300 (ODF) and ISO 19005 (PDF/A).”
      implementation, the National Information Technologies Office (ONTI)
      and the National Information Office, announced in 2004 that they would                    The City of Rosario is carrying out the transition to OSS use at the
      promote Linux in all Administration applications in order to reduce costs,                desktop level, which it has called Project Munix. The project began
      create employment and improve security169.                                                in 2004, and its success is ensured, thanks to the legal framework174
                                                                                                established for this purpose.

                                                                                                170 http://news.cnet.com/8301-13505_3-9918082-16.html
                                                                                                171 http://www.agencianova.com/nota.asp?n=2004_11_10&id=18665&id_tiponota=11
                                                                                                172 http://www.softwarelibre.cl/drupal//?q=node/485 and http://www.hcdparana.gov.ar/pdf/
      167 http://www.uta.fi/hyper/julkaisut/b/mannila-2005.pdf                                  Proyecto2006.pdf

      168 http://www.uta.fi/hyper/julkaisut/b/mannila-2005.pdf                                  173 http://www.misiones.gov.ar/egov/index.php?option=com_docman&task=doc_
                                                                                                download&gid=7&Itemid=27
      169 Marko Mannila, “Free and Open Source Software: Approaches in Brazil and Argentina,”
      June 2004, page 25.                                                                       174 Ordenance No. 7787/2004 http://www.rosario.gov.ar/normativa/ver/visualExterna.do?a
                                                                                                ccion=verNormativa&idNormativa=34024 and Decree No. 2833/2005
      http://www.globaledevelopment.org/papers/FOSSTAMPEREMANNILA.doc
                                                                                                http://www.rosario.gov.ar/normativa/ver/visualExterna.do?accion=verNormativa&idNormativ
                                                                                                a=37700




80.   Report on the International Status
      of Open Source Software
Private sector                                                               Entre Ríos National University and La Plata National University
                                                                             collaborate in the initiative coordinated by the Telefónica Chair at
According to the 2004 survey conducted by Argentina-based Trends
                                                                             the University of Extremadura as part of the LULA project: Linux for
Consulting175, 42% of Argentine companies use Linux and many of them
                                                                             Latin American Universities, the objective of which is to create a Linux
plan to implement OSS in new applications.
                                                                             distribution that compiles educational OSS applications used in Latin
Many SMEs have been created that offer OSS products. The website for         American universities.
the White Paper on open source software176 lists Argentine companies
that provide OSS services.                                                   One example of business-university collaboration is the DOGO project,
                                                                             carried out by the Openware company in collaboration with Rosario
In 2008, the Argentine Chamber of Open Source Software Companies
                                                                             University, for the development of open code-based security software
(CadESoL) was founded. CadESOL currently consists of eleven OSS suppliers.
                                                                             that would permit replacing current tools that require powerful hardware
Its activities focus on promoting the development of businesses with OSS
                                                                             by simplifying the network protection system.
through collective actions: projects, research, promotion and development.

Universities                                                                 Communities

For several years now, the National University of La Plata has been          Many OSS activists have organised themselves to promote OSS from
carrying out projects contributing to the adoption and dissemination of      a technical as well as a social perspective. SOLAR (Association of
OSS in Argentina. Its initiatives include distributing GNU/Linux Lihuen      Open Source Software Users and Developers of Argentina), a public
and applying it in educational institutions at the primary, secondary        association whose activities are primarily based in Buenos Aires, and
and university level. For the past 10 years, the university has been         ASLE, both played an important role in developing Ututo.
successively incorporating OSS in collaboration with companies in
order to obtain hardware compatible with Linux. Similarly, the university    Among the user groups and associations that support OSS use is
promotes social projects that enable students to carry out OSS-              CaFeLug177. The Federal Capital Open Source Software user group is
related IT development tasks for welfare, educational and third sector       one of the largest groups in the country in terms of member numbers, and
organisations that lack the funds for this.                                  is the driving force behind several initiatives that are already considered
                                                                             regular gatherings in the community.

175 http://www.theregister.co.uk/2005/02/10/south_america_open_source/
176 http://libroblanco.org.ar/
                                                                             177 Voces libres de los campos digitales [Free voices from the digital fields] http://www.
                                                                             sulabatsu.com/voces/Documentos/voces.pdf




                                                                                                                              Report on the International Status
                                                                                                                                       of Open Source Software            81.
LugRo is the GNU/Linux user group in Rosario. It is another historical     4.3.3. Mexico
      group in the local community. It operates in coordination with the
      Association of New Technologies (ANT), which was established as an
                                                                                 Public Sector
      NGO to manage OSS-related activities in the city of Rosario.
                                                                                 In order to speed up development in the IT sector, the Secretary of the
                                                                                 Economy presented the Programme for the Development of the Software
                                                                                 Industry (PROSOFT) in 2002, with a 10-year plan (2003-2013)179. Its
                                                                                 most important objective is to create the elements necessary to foster a
                                                                                 robust software industry in Mexico by means of regulation and providing
                                                                                 funds. Since its creation, it has maintained a continuous and equitable
                   Ututo, distributed by Linux Argentina,                        dialogue with all those involved in the Mexican software industry,
                  plays an important and symbolic role in                        including AMESOL (the Mexican Open Source Software Business
                               Latin America.                                    Association), a public NGO representing the business community in the
                                                                                 OSS industry.

                                                                                 AMESOL is an active promoter of open standards and free competition
                                                                                 among all players. Nowadays, it covers the entire Mexican software industry
                                                                                 and has established clear, long-term growth-orientated objectives.
      LugLi178 is the Open Source Software user group in Litoral. Most of its
      members are from the provinces of Santa Fe and Entre Ríos, and they        Significant OSS penetration can be found in the Public Administration,
      communicate by means of a mailing list to question and comment on          both at a state and local level. The Government of Mexico City has
      matters related to the field of GNU/Linux. They have made substantial      developed its own GNU/Linux distribution. This project, carried out
      contributions to the LuCAS project in terms of free documentation in       by the Subdirectorate of Information Systems for the Tlalpan District,
      Spanish. Several members of this group also take part in projects like     concerns a customised distribution for the government.180
      Gleducar or organisations such as the Free Way Foundation.
                                                                                 According to a recent study published in 2009, “The Perception of Open
      In turn, the USLA, Argentine Users of Open Source Software, serves as      Source Software Use in the Public Sector in Mexico,” which included
      a platform to provide support to groups across the country that need it.   a survey of nearly 350 civil servants, 74% stated that they were aware
      USLA is the successor to LugAr, one of the first user groups established
      in Argentina in the 1990s.

                                                                                 179 In 2013, annual software production is expected to reach $5 billion USD ($15 billion
                                                                                 USD in annual sales, when adding in IT-related services) and it is recognised as the leading
      178 http://www.lugli.org.ar/mediawiki/index.php/Portada                    Latin American country in terms of software development and digital contents in Spanish.
                                                                                 180 http://www.somoslibres.org/modules.php?name=News&file=article&sid=1217




82.   Report on the International Status
      of Open Source Software
of OSS and 66% used it181. Among the difficulties that they faced when                        Private sector
implementing OSS, those interviewed mentioned some related to the lack of
                                                                                              According to Gilberto Romero184, a business systems analyst for the
knowledge or experience, poorly documented OSS tools and applications
                                                                                              Select company, Linux has primarily been used as a platform for Intel
and difficulties related to integration with proprietary software.
                                                                                              X86 servers and server applications. In the area of Internet portal
The Presidency of the Republic Internet System (SIP) is the entity                            servers, the average adoption rate is between 12 and 15% per year. OSS
in charge of disseminating all topics related to the Presidency of the                        is penetrating in companies with between 250 and 1,000 employees,
Republic through electronic means, and it uses technology solutions
                                                                                              who want to reduce their platform adoption costs and need servers or
based on OSS182. The SIP is a strong promoter of OSS at all levels of
                                                                                              systems that provide greater stability for their equipment.
government. It was precisely an initiative by SIP that was responsible
for the creation of the portal softwarelibre.gob.mx, which has been                           The consultancy firm IDC reports that 60% of the companies in Mexico
dedicated to providing information and guidance on OSS-related topics                         and Latin America are in the stage of evaluating, implementing or adding
in government since 2005.                                                                     to the Linux operating system for servers, which represents 40% in terms

The two largest state companies in Mexico are linked to the energy                            of workstations. In 2006, Linux use grew by 7.6% in Mexico, making it
industry, and both state companies use OSS extensively. The PEMEX                             the second largest Latin American market after Brazil.
subsidiary dedicated to exploration uses large Linux-based clusters for
                                                                                              According to information published by Select, in Mexico, 72% of servers
seismic analysis. Meanwhile, the Federal Electricity Commission (CFE)
                                                                                              that are operating with Linux use versions downloaded from the Internet
uses OSS on a daily basis in many of its activities.
                                                                                              by company staff, without contacting any other company to carry out
Other institutions, such as the National Defence Ministry, the Senate,                        the implementation. Select indicates that in 2009, at least 39% of all
the Ministry of the Environment and Natural Resources (Semarnat) and                          Mexican companies, including SMEs, will use OSS.
the CFE already use different OSS programs183.
                                                                                              Universities

181 Percepción del uso Software Libre en el Sector Público de México. [Perception of Open     One example of OSS implementation in universities is that of the
Source Software Use in the Mexican Public Sector.] <http://www.politicadigital.com.mx/pics/
pages/analisismodelos_base/Estudio_Software_Libre_en_el_Sector_Publico.pdf>                   Polytechnic University of Pachuca: 95% of the servers operate using
182 http://www.software.net.mx/desarrolladores/minegocio/noticias/codigoabierto/              the CentOS operating system, and the other 5% use Debian185.
softwarelibre.htm
183 http://softwarelibre.fox.presidencia.gob.mx/?q=node/384                                   Mexican universities also contribute to disseminating OSS through
                                                                                              programming courses, such as those offered by the University of
                                                                                              Cuautitlán Izcalli and the Autonomous University of Chiapas.


                                                                                              184 http://www.amesol.org.mx/index.php?option=com_content&view=article&id=165:mitos-
                                                                                              y-verdades-del-software-libre&catid=77:noticias-de-la-industria&Itemid=100
                                                                                              185 http://softwarelibre.fox.presidencia.gob.mx/?q=node/388



                                                                                                                                              Report on the International Status
                                                                                                                                                       of Open Source Software       83.
Communities                                                                   That same year, the government published Decree 3390 on OSS use in
                                                                                    the Administration, which contained the mandate for the Administration
      Among the Mexican communities, Debian, Ubuntu and Gnome are the
                                                                                    to migrate to OSS within a period of two years. This was the starting point
      most active. The Mexican Mozilla community has worked on developing
                                                                                    for the execution, over several years, of a series of migration plans in
      add-ons to adapt the Firefox web browser to Mexican Spanish. Among
                                                                                    the Administration and a series of initiatives were carried out supporting
      other communities that help promote OSS in the country are Unixméxico
                                                                                    OSS, such as the registry of Institutional Plans for Migration to Open
      and the Open Source Software Community of Mexico City.
                                                                                    Source Software in the Public Administration, the creation of the Open
                                                                                    Source Software Academy and the software factory,186 among others.


      5.3.4. Venezuela                                                              In July 2005, the Open Source Software Migration Plan was approved,
                                                                                    which established that the Federal Public Administration must give priority
                                                                                    to the use of OSS developed with open standards on its platforms. The
      Public Sector                                                                 Guide for the Federal Public Administration's Open Source Software
                                                                                    Migration Plan was also published. The plan addresses four areas:
      In Venezuela, OSS was first introduced to the country in 2004 with the
                                                                                    migration and standards, OSS awareness, training and fortifying the
      publication of the “Libro Amarillo del Software Libre: Uso y Desarrollo del
                                                                                    software industry.
      SFA en la Administración" [Yellow Book of Open Source Software: the
      Use and Development of OSS in the Administration], which includes a           The INVESOL (Venezuelan Open Source Software Industry) portal is
      compendium of presentations and work undertaken, as well as the result of     an initiative by the CNTI (National Information Technologies Centre) that
      panel discussions on topics related to OSS adoption in the Administration.    brings together different players in OSS on the one hand, and the state's
                                                                                    demand in this area on the other. This tool is intended to promote the
                                                                                    exchange of OSS solutions and services.

                                                                                    The CANAIMA project is another initiative by the CNTI, in collaboration
                                                                                    with the Venezuela Open Source Software community, the Debian
                                                                                    community and other foundations. Various totally OSS-based tools
                                                                                    have been developed within the framework of this project, originally in
               Venezuela, along with Brazil, is one of                              response to the office needs of end users in the Public Administration,
                the Latin American countries whose                                  but also to the rest of the users by extension.
              government has made a firm commitment
                                                                                    Private sector
                              to OSS.
                                                                                    The promotion of the adoption of OSS by the Venezuelan administration
                                                                                    has led to the emergence of an associated private sector providing
                                                                                    technical support to public entities during migration.



                                                                                    186 http://sistemas.fsl.fundacite-merida.gob.ve/


84.   Report on the International Status
      of Open Source Software
Communities

                                                                               The aim of the Open Source Software Association of Venezuela (SOLVE)
                                                                               is to provide a stable platform for participation and information exchange
                                                                               in all OSS-related areas. It is formed by students, professors, civil
                                                                               servants, members of NGOs, organised communities, representatives
                                                                               from private companies and individuals. The goal of the Linux community
                                                                               in Venezuela is to share information and experiences with regard to OSS
                                                                               and Linux. In particular, it aims to support their dissemination and use.




                                                                               4.4. ASIA
                                                                               This region is characterised by disparities between the status of OSS in
                                                                               the advanced countries (Japan and South Korea) and in the emerging
                                                                               countries (China, India and others). Developing countries in Asia have
                                                                               experienced significant growth in ICTs over the last few years, increasing
                                                                               their consumption of certain ICT-related goods and services in the most
No data is available regarding the degree of OSS adoption in the private
                                                                               important urban areas.
sector, but OSS penetration in this sector will undoubtedly grow with
OSS adoption by the Public Administration.

Universities

In the context of national OSS promotion, it is no surprise to see the large
number and great diversity of OSS projects carried out in Venezuelan
universities with primarily state funding. One example is the project at the                  India holds first place in software
Central Venezuelan University, financed by the Organic Law for Science,                      and IT service exports worldwide, an
Technology and Innovation (LOCTI): "Parallel Computing Methods for                          industry that will represent 11% of the
Process Optimisation and Simulation in the Energy Sectors."                                        country's GDP in 2010.




                                                                                                                       Report on the International Status
                                                                                                                                of Open Source Software     85.
The incipient incorporation of the developing countries into the IS has not   The level of OSS development in the region is not very homogenous,
      only stimulated growth in the region, it has also made it one of the main     and it is led by the countries that we have already mentioned as the
      sources of ICT goods and services for the rest of the world's markets.        leaders in software and hardware production, namely India and China.
      The hardware and telecommunications equipment markets reach their
                                                                                    Different agreements in the region have fostered the advancement
      highest figures in the Asian-Pacific region. Examples are China, as the
                                                                                    of OSS. One such agreement is the CJK, between China, Japan and
      main source of hardware, and India, as one of the leading sources of
                                                                                    Korea, to adapt OSS to local languages. Another noteworthy example
      software production. The revenue of other countries, such as Malaysia
                                                                                    is the recently-created AOSSC (Asian OSS Centre) alliance, signed by
      and Vietnam, for ICT product exports is also increasing. This trend is
                                                                                    10 Asian countries/regions: China, Hong Kong, India, Indonesia, Japan,
      expected to continue and to accelerate over the next decade.
                                                                                    Macau, Malaysia, the Philippines, Singapore and Thailand. The aim of
      This economic growth, not only in the area of ICTs, but also in other         this alliance is to promote OSS adoption and development in Asia.
      sectors of production, is leading to the economic development of
      societies in the region, and the advancement of the IS along with it.

      If we consider the largest Asian countries, their current work to advance
      the use of their respective languages, together with the still low levels
      of Internet penetration found in most countries in the region, means that
      there is enormous future potential for these languages on the Internet.
      This is the case for Chinese, with the population of China being more
      than 1.3 billion, of whom only 184 million are Internet users. These
      figures demonstrate the importance the country will have over the next
      few years.

      The countries with the highest incomes in the area were the first to
      define and adopt policies with regard to ICTs, followed by the rest of the
      countries in the region, who came to identify the ICT industry as key to
      the economic development of the region.

      In Asia, the correlation between the IS and OSS indices is not as strong
      as it is in regions with more developed economies. This may be due to         Most of the activities carried out by OSS communities in this region are
      the fact that these are low-income countries whose economies make             aimed at the local adaptation of OSS, made necessary by the need
      money by producing Information Technology and Communications                  to cater to the variety of languages in the region. The lack of English
      products, but whose citizens lack the financial capacity to consume           proficiency in the region (except in India) is an important factor that limits
      them en masse, with the exception of Japan and South Korea.                   the contribution made by these countries to the global OSS community.
                                                                                    At the same time, these initiatives for local OSS adaptation by the




86.   Report on the International Status
      of Open Source Software
community have an incalculable value, as they significantly contribute to
bringing the IS to local populations, especially in the case of languages
with alphabets using non-Latin characters.

The International OSS Network (IOSN) is an OSS Centre of Excellence
in the Asian-Pacific region that believes that developing countries can
improve their economic and social conditions by using accessible
software, such as solutions provided by OSS.

The role of governments in OSS adoption and promotion varies from
resolute interventionism in the case of China, where the only local OSS
distributor is a state company, to India's more liberal approach, with
opinion divided between the advantages that OSS promotion has for
its economy, and its dependence on the foreign multinational software
corporations established in the country, for whom the important Indian
software sector works (the so-called software factories). Intermediate
positions have been adopted by the governments of Japan and South
                                                                            In Korea, OSS implementation has been carried out primarily through the
Korea, both of which have clear policies promoting OSS. In Japan the
                                                                            Haansoft corporation, and OSS penetration is already quite significant
aim is to reduce their dependence on multinational software companies,
                                                                            in the banking and hospitality sectors. The lack of support has slowed
while in South Korea it is to promote the national ICT sector and thereby
                                                                            down greater OSS penetration in the Japanese private sector, but some
boost the economy.
                                                                            OSS companies are consolidating their positions in the country, which
In all countries within the region, universities make an important          will help to make its use more widespread.
contribution to regional OSS development, participating in collaborative
                                                                            OSS is quickly becoming an essential part of the IT infrastructure in Asia.
projects with major OSS companies such as Sun Microsystems, Red Hat
                                                                            According to Gartner, a firm of analysts, approximately 60% of state
and IBM, but particularly by training qualified OSS professionals. Clear
                                                                            agencies in Asia will be using OSS in their critical missions by 2010.
examples are the Linux Hub Centre at Seoul University, in collaboration
with IBM, or the Institute for Open Technologies and Applications (IOTA),
a joint-venture between the state of West Bengal, Jadavpur University
(India), Sun Microsystems and Red Hat.

OSS penetration in the private sector is still not very high, but OSS has
already achieved an important position in South Korea, and to a lesser
degree in Japan, and it is expected to make great strides in China over
the medium-term.



                                                                                                                     Report on the International Status
                                                                                                                              of Open Source Software     87.
4.4.1. India                                                                          There is no unanimous opinion about the effort made by the government
                                                                                            to promote OSS.

                                                                                            One opinion188 is that the government does not provide enough official
      Public Sector
                                                                                            support to OSS use and development in the country. The reason
      The government promotes OSS use through different initiatives, such as                for this is that it does not want to enter into conflict with interests in
      the National Resource Centre for OSS (NRCFoss), whose activities focus                the technology sector: the relatively neutral policies of the Indian
      on training, repository creation and maintenance, local adaptation, policy            Government with regard to OSS are motivated by the desire to keep
      formulation and the promotion of OSS-related business initiatives .        187        American companies in the country189, since the technology industry is
                                                                                            vital to the Indian economy190.
      The Linux India Initiative was launched by the government with the
      primary objectives being to develop OSS resource centres and pilot                    Some opinions to the contrary believe that the Indian Government,
      projects, support OSS local adaptation and carry out research studies.                recognising the advantages OSS provides in a country like India, is
                                                                                            proactively promoting its development191.

                                                                                            Private sector

                                                                                            India has been involved in OSS for many years, due to the inability of
                                                                                            Indian companies to invest in proprietary technologies. OSS was seen
                         Today, Bangalore Valley is as                                      as a way of avoiding licensing costs. The first to adopt OSS were Indian
                     competitive as the American Silicon                                    technology companies, those providing software development services
                        Valley in terms of providing a                                      to foreign companies, that had the internal technical resources to support
                       technology development cluster.                                      OSS environments.

                                                                                            Later, government agencies were the next to adopt OSS in workstations,
                                                                                            in order to avoid paying licensing charges. Various government
                                                                                            departments have adopted and are using OSS at both a national and

                                                                                            188 Madanmohan Rao states that the government's attitude toward OSS has been strongly
                                                                                            influenced by the Microsoft lobby.
                                                                                            189 Andrea DiMaio, analyst at Gartner.

      187 See http://www.nrcfoss.org.in/index.php?option=com_content&task=view&id=41&Item   190 The top 20 Indian IT service companies generated altogether $5.77 billion in exports
      id=86                                                                                 in 2004, according to CNET Networks Inc.http://news.cnet.com/India-Speaking-your-
                                                                                            language/2100-7344_3-5951942.html?tag=mncol;txt
                                                                                            191 According to François Bancilhon, the CEO of Mandriva, “The Indian Government has a
                                                                                            strong will to promote open source due to the potential to save costs and gain independence.
                                                                                            India has a (sic) strong software expertise and wants to have the ability to control its own
                                                                                            technology by being a partner, rather than a customer.”




88.   Report on the International Status
      of Open Source Software
state level, although the large-scale implementations have been carried
out at a national level.192 Recently, this trend has slowly extended
towards end users in companies, due to the maturity of OSS, and this
has been strengthened by the presence of important open source
software companies in the country.

Nonetheless, OSS penetration over the short-term will be concentrated
mainly in server environments, where it is forecast to reach a market share
of 20.8% in 2011193. The lack of strong support for OSS applications leads
us to believe that it will not achieve high development growth rates, even
though the greater presence and support from OSS companies will increase
its penetration. Some examples of OSS applications available are those
used for meteorological forecasts, surveillance and petroleum exploration.

In reality, India is one of the leading countries in the region, with
enormous potential and where companies such as Oracle, IBM, Red                           Intense activity in the private software sector in the country has generated
Hat, Microsoft, Mandriva, Infosys, InfoAxon Technologies Ltd., etc. are                   the need for qualified manpower, trained in information technologies.
fighting for a place in the sector.                                                       Indian universities have trained these qualified human resources for
                                                                                          the country. Its universities and technology institutes have renowned
Universities
                                                                                          international prestige for their high academic level in mathematics and
                                                                                          scientific courses.
India has a considerable base of human resources with technical know-
how and a growing interest in OSS194. In fact, the educational system                     Recently, large international projects from multinational software
in technical fields is built around the Unix concepts. Most IT courses                    companies have been increasingly including open source technologies,
base their training on Linux, and as a result, there is a large number of                 which is creating a demand for qualified employees. Indian universities
engineers with this knowledge195.                                                         have responded by providing training and participating in OSS projects,
                                                                                          often in coordination with multinational software companies.

192 Madanmohan Rao, Research Director at the Asian Media Information and Communication    A clear example of this is the Sun India University Program, which
Centre, in statements made to CNET Networks Inc. 14 November 2005.                        achieves active participation on the part of hundreds of university
193 Gartner report “Open Source in India, 2008.” www.gartner.com                          students in projects like OpenSolaris, NetBeans, Project GlassFish,
194 IONS-UNDP International Open Source Network country profiles. <http://www.iosn.net/   OpenPortal and Apache.
south-asia/countries/india/wiki/>
195 Approach Document for The Linux India Initiative by The Government of India.          Academic and R&D&I sectors are also beginning to use popular OSS
http://atulchitnis.net/writings/oss_govt.pdf                                              tools in areas such as digital signal processing, design and drawing,
                                                                                          SIG, library management, academic course management, etc.




                                                                                                                                   Report on the International Status
                                                                                                                                            of Open Source Software      89.
Financed by the Indian Government, the NRCFOSS projected was                                       It would seem that India, a country with low incomes, where a majority of
      launched in April 2005, with the mission to promote OSS in the country.                            the population cannot afford to buy a computer, which would cost more
      This project is being carried out jointly by a government R&D&I agency                             than their annual salary197, where there are the skills and knowledge
      called C-DAC (Centre for Advanced Computing) and the AU-KBC                                        necessary to modify source code, and where there is an unmet demand
      Research Centre at Anna University in Chennai.                                                     for local adaptation by proprietary software suppliers, has the appropriate
                                                                                                         characteristics for the population, companies and the government to
      Communities
                                                                                                         advocate OSS use.
      There is a network of more than eighty user groups, although not all are
      of the same size or equally active. The largest groups are located in cities
      such as Bangalore, Delhi, Mumbai, Kolkata, Chennai and Hyderabad,
                                                                                                         4.4.2. China
      although smaller user groups have also been created in smaller cities.
      Several national networks are also in operation, such as the Linux India
      Network or the Free Software Foundation-India.

      Active communities in India include: BOSSGNU/Linux, Debian, Ubuntu,
      IndLinux, focused on local adaptation projects; Anjuta, dedicated to the
      IDE project; OpenOffice, producing local adaptations and improving
      functionalities; and Fedora, centred on local adaptation activities.                                                 In China, the OSS movement is
      Generally speaking, the projects carried out by OSS communities concern
                                                                                                                          controlled by the government, not
      initiatives related to programming language projects in local languages,
                                                                                                                                    by the market.
      as well as local adaptation196, educational and development projects.

      At a non-governmental level, the Indian not-for-profit organisation,
      Twincling, develops and promotes the use of OSS. In addition, the National
                                                                                                         Public Sector
      Resource Centre project created by the Indian Government's Department
      of Information Technologies has an unofficial website maintained by Anna                           OSS growth in China is based on the expansion of Development
      University to facilitate activities associated with the project, and is one of                     Communities and use by the Administration. In China, OSS not only
      the academic centres promoting OSS training in India.                                              receives important backing and promotion by the government, OSS
                                                                                                         development is also planned and orchestrated at a governmental level.
                                                                                                         OSS development and implementation is not dictated by the market,
      196 “Localizing free software for a free country” is the slogan of IndLinux, some of the largest
                                                                                                         rather by the government.
      and most popular groups that have been extremely successful in their local adaptation
      work.
                                                                                                         197 The per capita income in India is $474 USD, while the cost of a PC is $227 USD and
                                                                                                         software, $250 USD, according to information provided by Javed Tapia in an interview at Red
                                                                                                         Hat. <http://www.redhat.com/magazine/015jan06/features/tapia/>




90.   Report on the International Status
      of Open Source Software
The reasons why the Chinese Government seems interested in                               Private sector
implementing OSS in the country are not merely economic. The
                                                                                         In spite of the fact that much has been made of the OSS phenomenon in
boost generated in the local software industry, cultural and political
                                                                                         China200, in reality it is still very young. In the Chinese software market,
reasons198, and specifically scepticism regarding proprietary software,
                                                                                         OSS penetration is greater in the operating system and database
are determining factors behind the firm support for OSS given by the
                                                                                         management segments than in the applications segment. OSS in China
Chinese Government.
                                                                                         means Linux. With a 30% market share201, it is estimated that Linux
Regulation by the Chinese Government requires all new computers to                       achieved a revenue of €14m in 2007.
be sold with preinstalled OSS and encourages the purchase of software
made in China to reduce dependence on intellectual property from
foreign countries. Massive projects have also been carried out for the
electronic administration. The Chinese Government promotes several
software standards at a state level. These standards give national
suppliers an opportunity to compete on equal terms in their market with
international suppliers.

The main Linux supplier in China is Red Flag Linux. Founded in 1999,
its second largest shareholder is the government. Red Flag Linux is the
company behind the Asianux project, along with Miracle Linux in Japan
and Haansoft in Korea, whose aim is to develop a standardised Linux for
use in Asia. The version Asianux 2.0 is currently on the market.

Red Flag Linux has been responsible for implementing OSS in
government, at local, provincial and national levels. Linux is used, for
example, by the National Ministry of Science, the Ministry of Statistics,                China continues to be a good breeding ground for the adoption of OSS
the Chinese Postal Service, the General Customs Office, the Chinese                      technologies. Given that it is a developing country, it has practically
Academy of Science, the State Tobacco Monopoly Administration (STMA)                     no constraints in terms of legacy systems, and it can adapt to new
and the Digital Library project at universities. In fact, the government                 technologies such as OSS. Lower ownership costs, the availability
announced that all government agencies must use only local software                      of the necessary applications and open standards and development
by the year 2010 .  199                                                                  processes are the main catalysts behind the growth of OSS in China.


                                                                                         200 An Internet search for “open source in China” on 4 September 2009 produced 88.8
198 News article published at CNET Networks Inc. Publication date: 14/11/2005. http://
                                                                                         million results; “open source in India,” 57.9 million results, “open source in United States,”
news.cnet.com/China-Local-software-for-local-people/2100-7344_3-5951629.html
                                                                                         78.7 million results; “open source in Europe,” 44.3 million results.
199 Gartner China Attempts to Block Foreign Software in Government.
                                                                                         201 Including that installed on servers, embedded software and installed in mobile phones.
                                                                                         Presentation by Apache's J. Aaron Farr in 2007. http://cubiclemuses.com/files/open_source_
                                                                                         in_china.pdf



                                                                                                                                            Report on the International Status
                                                                                                                                                     of Open Source Software              91.
The desire to reduce costs and improve security may convince some            The LUPA Foundation offers nine certifications, including qualifications
      companies to use OSS technologies. However, support and complexity           for software engineers. During the last month alone, it published 11
      problems associated with OSS environments due to the lack of Chinese         Linux textbooks in response to government demands to learn advanced
      characters are the main factors inhibiting its adoption. Nonetheless, it     technologies.
      should be stressed that greater awareness concerning legal software
                                                                                   A similar initiative, also in 2005, was the Guangdong Linux Centre,
      use would enable greater OSS development.
                                                                                   which along with 27 universities created the Guangdong Leadership of
                                                                                   Open-Source University Promotion Alliance (GDLUPA). GDLUPA is very
                                                                                   involved in training university students as Linux programmers.

                                                                                   One of the main projects in which various universities are currently
                                                                                   involved is the local adaptation of many OSS programs from non-
                    China is referred to as one of the                             Chinese speaking countries, such as Sakai. The expected trend is for
                    countries that will determine the                              Chinese universities to collaborate with other universities worldwide to
                  growth and potential of OSS, not only                            jointly develop specific OSS for their sector.
                     in Asia, but around the world.
                                                                                   China is considered to be one of the countries that will determine the
                                                                                   growth and potential of OSS202, not only in Asia, but around the world203.

                                                                                   Communities

                                                                                   OSS communities in the country still seem rather young204. The OSS
      Universities
                                                                                   development model in China may be different to that in other countries.
      Another fundamental pillar in the development and implementation of          However, their lack of visibility may be due to language barriers. Another
                                                                                   reason given is that communication within the Chinese OSS community
      OSS in China has been its educational system. Chinese universities
                                                                                   may be different205. It is interesting to note that in user groups such as
      have opted for OSS for cost-related reasons, but also in order to employ
                                                                                   the Beijing Linux User Group (BLUG), over 50% of the members are
      the large number of graduates with vast knowledge in software and
                                                                                   foreigners and the website is in English.
      application development.
                                                                                   202 100,000 programmers graduate every year, the domestic software market in 2005
      In 2005, The Zhengjiand Linux Centre (ZJLC) formed an alliance with nearly   was $5.8 billion (17% higher than in 2004), there are 160 million Internet users (8% of the
      70 Chinese universities called the Leadership of Open-Source University      population) and a Java developer costs $10 USD/hour. Presentation by Apache's J. Aaron
                                                                                   Farr in 2007. http://cubiclemuses.com/files/open_source_in_china.pdf
      Promotion Alliance (LUPA). LUPA founded Lupaworld, a community
                                                                                   203 Presentation by Apache's J. Aaron Farr in 2007 http://cubiclemuses.com/files/open_
      where members exchange ideas and share OSS-related knowledge. The            source_in_china.pdf

      LUPA Foundation has resulted in more than 300 universities and schools       204 “China’s open source communities are relatively small and don’t have much influence.
                                                                                   There is a lack of big projects, few players, and little money,” (Hu Ke, CCID Analyst).
      offering core courses in open code technologies. 1500 professionals have     Presentation by Apache's J. Aaron Farr in 2007. http://cubiclemuses.com/files/open_source_
                                                                                   in_china.pdf
      obtained Linux operator or administrator certification.
                                                                                   205 IONS-UNDP International Open Source Network country profiles <http://www.iosn.net/
                                                                                   south-asia/countries/china/wiki/>



92.   Report on the International Status
      of Open Source Software
The initiatives and alliances in the field of OSS in China are very varied,                Once again in 2004, it announced the start of 1,000 Linux migration
both at a national and a regional level, and representatives from large                    projects210 in local governments as part of a general migration plan. In 2006,
ICT companies often participate in them.                                                   it announced a plan to begin several Linux migration pilot programmes in
                                                                                           different cities to set an example for the rest of the country211.
The COPU (China OSS Promotion Union) describes itself on its website
as a voluntary, non-governmental social alliance between companies,                        According to some publications, Korea's continuing plans for migration
communities, universities, research organisations, clients, industrial
                                                                                           to Linux correspond to the long-term lack of support and compatibility
organisations and promotional and support agencies, with governmental
                                                                                           from Microsoft. For example, Microsoft decided to stop providing update
guidance. Created in 2004, its structure was later adjusted to include
                                                                                           patches for the Windows 98 antivirus program, leaving many Koreans
a Think Tank that meets annually to reflect and provide advice to the
                                                                                           without updates. Sector data indicates that nearly 13% of all PCs in
COPU. The experts include directors and founders of the main entities
in the sector206. COPU's primary objectives are to promote Linux/OSS                       Korea use Windows 98, most of which belong to government agencies212.
development in China and to foster communication and cooperation in                        By opting for OSS, the government intends to reduce dependence on
OSS between China, Japan and Korea. In this sense, the CJK constitutes                     proprietary software suppliers and strengthen the local industry.
a collaborative agreement between China, Japan and Korea. This group
                                                                                           Private sector
works to develop and market a unified Linux platform for all of Asia, and
also concerns itself with OSS education and training.                                      Haansoft is the leading company in the market. One of its subsidiaries,
                                                                                           Hancom Linux, Inc., has around 80% of the market share in word
                                                                                           processors and has had significant commercial success with its Linux

4.4.3. South Korea                                                                         developments for embedded software and computer applications. Its
                                                                                           software operates in different languages, including English, French,
                                                                                           German, Greek, Russian, Spanish and Japanese213. According to
Public Sector
                                                                                           declarations made in 2005 by Haansoft, then known as Hangul and
As early as in 2002, the government announced a migration project207                       Computer214, Korea was facing a unique market situation, with Unix
for 120,000 of its workstations (23% of all computers) from Microsoft to
the Korean Hancom Linux distribution208, Linux Deluxe, in its ministries,
                                                                                           210 Korean IT News, “Local Autonomous Governments To Adopt Linux Operating
government agencies and universities. At that time, many government                        System,” by Yun Dae-won, February 2004. http://english.etnews.co.kr/news/detail_top.
                                                                                           html?id=200402230006&art_grad=9
agency and bank portals were using only proprietary systems209.
                                                                                           211 http://www.egov.vic.gov.au/index.php?env=-inlink/detail:m1159-1-1-8-s-0:l-687-1-1--
                                                                                           212 http://www.reallylinux.com/docs/linuxasiapac.shtml
206 Linux, Apache, MySQL, Ubuntu, FSF, IBM, SourceForge, Intel, JBoss, Mozilla, Red Hat,
Novel, SUN, Oracle, etc.                                                                   213 http://ce.mdic.gov.br/SOFTWARE/Pais%20-%20Korea%20-%20The%20Status%20
                                                                                           of%20Open%20Source%20Software%20(OSS)%20na%20Korea.pdf
207 http://www.theregister.co.uk/2002/01/14/korea_migrates_120k_civil_servants/
                                                                                           214 Hangul's word processor was the leading word processing package in Korea until the
208 Hancom is a company belonging to the Haansoft Group.                                   end of the 90s. Microsoft tried to buy the company in 1999.
209 http://news.zdnet.co.uk/software/0,1000000121,39116799,00.htm




                                                                                                                                            Report on the International Status
                                                                                                                                                     of Open Source Software         93.
dominating in the public sector and Windows in the private215. Since                to create Linux centres to promote and provide training in OSS, such
      then, Haansoft's Asianux has been able to gain ground on Unix in the                as the Linux Hub Centre at Seoul National University. Another example
      public sector, and on Microsoft in the private sector.                              is the creation of a working group with the aim of standardising the
                                                                                          software and hardware sector, with participation from companies such
      Another heavyweight in the sector is Linux Security Inc.216, which won
                                                                                          as Samsung Electronics, HanCom LINUX and Wow LINUX.220
      tenders to supply Linux solutions to both the Korean and Chinese
      governments.                                                                        Communities

      The industry with the greatest OSS adoption ratio is the banking                    The government also promotes initiatives involving the local adaptation
      sector. A well-known example was the implementation of the Internet                 and standardisation of Linux in Korea, such as Booyo, a Linux
      banking system by the Korean Federation of Community Credit                         distribution for desktops and the leading Linux standard platform
      Cooperatives (KFCC). However, there have also been implementations                  in Korea. Collaborating in this project are the Seoul Electronic and
      in other sectors, such as the South Korean airline Korean Air's revenue             Telecommunications Research Institute (ETRI) and several local
      management system, and various applications in hospitals, the National              companies, among them Samsung and Haansof221.
      Cancer Centre and Seoul National University.217
                                                                                          The South Korean Software Industry Promotion Agency (KIPA) is a
      Universities                                                                        member of the Linux Foundation. This agency signed an agreement in
                                                                                          2004 with Brazil's National Information Technology Institute (ITI) in order
      The Korean Ministry of Education launched the OSS-based NEIS
                                                                                          to exchange information on experiences with OSS222.
      (National Educational Information System) project218. The system is
      intended to store data on all students, enabling schools to access and              One of the latest initiatives by the Korean Government, specifically
      share information on-line as part of the Korean educational system's                by the Ministry of Knowledge and Economy (MKE), has been to hold
      modernisation plan.                                                                 a worldwide contest for developers223, the Open Source Software
                                                                                          Challenge 2009224. This was organised by the KIPA, the Korean OSS
      A large part of the effort in promoting OSS in Korea comes from the
                                                                                          Association (KOSSA), and the Korea OSS Promotion Forum (KOPF).
      universities, such as Seoul University219, for example. Industry and the
                                                                                          Sponsors included Samsung, Black Duck, Haansoft and the Linux
      government have reached various agreements to create local centres
                                                                                          Foundation, among others.
      of excellence to provide training. One example is IBM, which agreed

      215 Jong Jin Baek, CEO of Haansoft                                                  220 http://www.techlearning.com/story/showArticle.php?articleID=193006191
      216 www.linuxsecurity.co.kr                                                         221 http://www.oss.or.kr/booyo/booyo_partner/index.htm
      217 http://ce.mdic.gov.br/SOFTWARE/Pais%20-%20Korea%20-%20The%20Status%20           222 Software Livre.org, “Governo brasileiro assina acordo de cooperação com o governo
      of%20Open%20Source%20Software%20(OSS)%20na%20Korea.pdf                              coreano,” [Brazilian Government signs a cooperative agreement with the Korean Government.
                                                                                          17 November 2004. http://www.softwarelivre.gov.br/noticias/coreia
      218 TechLearning, “Open Source in South Korea,” by Jeremy Mereness, October 2006.
      http://www.techlearning.com/article/13976                                           223 http://ldn.linuxfoundation.org/blog-entry/korean-oss-contest-opens-doors-worldwide-
                                                                                          developers
      219 http://www.reallylinux.com/docs/linuxasiapac.shtml
                                                                                          224 http://ossproject.or.kr/international/




94.   Report on the International Status
      of Open Source Software
With regard to the most important OSS projects without commercial             4.4.4. Japan
aims, efforts are focused on local adaptation activities. The most active
is the Korean Linux Documentation Project (KLDP)225, a community
                                                                              Public Sector
that develops and translates documents about Linux into Korean. It
began activity in 1996, and today it is the largest Linux community in        In 2003, Japan signed a collaboration agreement232 with China and
the country.                                                                  Korea to develop and promote OSS and to replace proprietary operating
                                                                              systems. It budgeted several million euros for this project. One year
Linux user groups include the Linux Users Group226, the Korea Local LUG       later, it agreed to reduce software costs by using a Linux adaptation for
Association227 and Kyung Hee University Linux User Group228. In 2008,         the Asian market, Asianux233.
the Linux Foundation announced the opening of an office in Seoul229.
                                                                              The Japanese hardware and computer industry, which includes large
The SFAl Portal230 has led to many diverse initiatives since 2001. One of     companies such as Sony, Matsushita Electric Industrial, Mits, Mitsubishi
the first was to draw up a plan for the “Open Source Software Promotion       and NEC, has for some time been seeking an alternative to proprietary
Working Group” as part of the effort to support local industry. The aim       software to reduce the sector's high dependency on proprietary
was to create a plan to promote OSS (2002 to 2006) for the KIPA. Since        software providers. For this reason, initiatives like the one above are
then, various activities and seminars have been carried out.                  enthusiastically welcomed by manufacturers. Similarly, there is a great
                                                                              deal of interest by the Japanese Government in boosting local industry,
Due to the importance of the embedded system in Korea, there are              which is why they have carried out multiple initiatives to foster OSS
several Linux user organisations in this area, such as the private Korea      development and implementation in Japan.
Embedded Linux Project organisation231.
                                                                              In 2003, the government announced that it had accepted the proposal
The Korean Linux Council was created in 2000 as a private sector              by Fujitsu, IBM Japan and Oki Electric Industry Co. to use Linux to
initiative, and now has more than 120 companies from the sector               manage the payroll and other types of personnel-related data for its
participating. This initiative is partially financed by the government, and   800,000 civil servants.234

in an effort to encourage OSS use it has created forums, conducted            Another government initiative was the agreement with a consortium of
seminars, published successful cases of Linux implementation and              hardware and software companies235, among them Oracle, NEC, IBM,
organises the annual Linux Expo Korea.                                        HP, Hitachi and Dell, to develop Linux-based servers and computers to
                                                                              be purchased by the Japanese Government.

225 http://kldp.org/
226 http://www.lug.or.kr/home/
227 http://www.lug.or.kr                                                      232 http://www.builderau.com.au/news/soa/China-Korea-and-Japan-close-to-open-source-
                                                                              deal/0,339028227,320278032,00.htm
228 http://mirror.khlug.org/
                                                                              233 http://news.zdnet.co.uk/software/0,1000000121,39150645,00.htm
229 http://www.highbeam.com/doc/1G1-179753007.html
                                                                              234 http://www.crn.com/software/18823208;jsessionid=0ELRWVVCG4H4RQE1GHPCKH
230 http://oss.or.kr/oss_eng/estabil_2007.php                                 WATMY32JVN
231 www.kelp.or.kr/                                                           235 http://www.linuxworld.com/newsletters/linux/2007/0507linux2.html



                                                                                                                              Report on the International Status
                                                                                                                                       of Open Source Software       95.
Some official organisations are promoting OSS, such as the METI and                      One interesting OSS project is the Secure Virtual Machine, developed for the
      IPA. The Ministry of Economy, Trade and Industry (METI) has carried out                  Japanese Government and involving the collaboration of the National Information
      activities and initiatives in order to promote OSS in the country and it has             Security Centre (NISC), Tsukuba University, Tokyo Technology Institute, Keio
      devoted a large annual budget to OSS development for operating systems,                  University, the Nara Institute of Science and Technology, the Toyota Technology
      middleware, development tools and infrastructures. The Advanced Industrial               Institute, Fujitsu, NEC, Hitachi, NTT, NTT DATA and SoftEther.
      Science and Technology Institute (AIST) conducts studies on OSS and
      provides support for annual meetings on OSS in Asia.                                     Communities

      Private sector                                                                           Some private groups also promote OSS, such as the not-for-profit
                                                                                               association Open Source Group Japan, which was created in 2000 to
      Nearly 75% of large companies, those with more than 2,000 employees,                     promote the development and use of OSS240. Another is the Kansai Open
      use Linux on their servers, 45% use it on application servers and 25% in                 Forum, an open source community that organises an annual forum241.
      OSS databases, such as MySQL and PostgreSQL236.                                          The Free Software Initiative of Japan, founded in 2002, is a Japanese
                                                                                               not-for-profit association to promote OSS.
      Miracle Linux is the company that collaborates in the Asianux agreement.
      According to its Chairman, Linux is implemented in different sectors                     There are several user groups, such as the Japan Linux Users Group242,
      throughout Japan, such as the Administration, the banking sector,                        Tokyo Linux Users243 and Linux Install Learning Osaka (LILO)244; as well
      production and distribution companies, etc.                                              as other types of groups, such as the TLEC (Tokyo Linux Entertainment
                                                                                               Community), Tokyo Debian User Group, Tokyo OpenSolaris Users
      Other important companies in the sector are Plat’s Home237, a leader in Japan            Group, YLUG (Yokohama Linux Users Group), Shibuya Perl Mongers245,
      that has its own SSD/Linux distribution and has developed a Linux-based                  Japan MySQL User Group, JBOSS, PostgreSQL, OpenOffice, Rubi and
      server (OpenMicroServer) capable of supporting extreme temperature                       OpenStandia. Nearly 40% of developers interact with the international
      conditions; and Turbolinux, an OSS service provider since 1992.                          community, according to a survey of the Japanese community246.
      In spite of the fact that the level of OSS adoption in Japan is still low,
      Gartner expects the number of implementations to rise, led by large
      companies with sufficiently large IT workforces238.

      Universities

      The Information Technology Promotion Agency (IPA) is a governmental
      research institute, and one of its working groups is the OSS Centre. It
      is collaborating with the Linux Foundation to promote the development                    240 http://www.opensource.jp/en/
      of technology by supporting the use of open standards and OSS239. The                    241 http://k-of.jp/
      collaborative agreement forms part of a mutual aid plan for the promotion
                                                                                               242 http://www.linux.or.jp
      of open standards to accelerate OSS adoption in Asia.
                                                                                               243 http://tlug.jp/
                                                                                               244 http://lilo.linux.or.jp/index.html.ja
      236 Report: Open Source in Japan, 2008 www.gartner.com
                                                                                               245 http://shibuya.pm.org/
      237 http://www.plathome.com/
                                                                                               246 http://oss.mri.co.jp/floss-jp/short_summary_en.html
      238 Report: Open Source in Japan, 2008 www.gartner.com
      239 http://www.theinquirer.es/2007/10/02/la_fundacion_linux_se_asocia_con_el_gobierno_
      japones.html



96.   Report on the International Status
      of Open Source Software
This situation has provided the right elements for the region to be one
                                                                           of the greatest contributors to OSS development, with all the factors
                                                                           that boost OSS coming together almost "spontaneously": a government
                                                                           that has established the foundations for OSS promotion, an educational
                                                                           system that provides specific OSS training in its universities, a dynamic,
                                                                           innovative private sector, open to the adoption of new technologies and
                                                                           the creation of companies around OSS to provide product support, and
                                                                           finally, communities of developers that make valuable contributions to
                                                                           OSS worldwide, participating in both national and international projects,
                                                                           thanks to a large degree to the excellent technical training received by
                                                                           employees in the region.

                                                                           In this part of the world, the four key factors show a balance of forces
                                                                           that contribute to the continued, harmonious penetration of OSS in the
                                                                           region's economy.

                                                                           The following provides information on specific initiatives in each country
4.5. OCEANIA                                                               and the interaction of the four forces that determine the degree of OSS
                                                                           development in the country.
The global ranking of this region of the Pacific on our map, in terms of
the degree of advancement of the IS and OSS, reflects the result of its
special interaction with other geographic areas.

On the path between Asia and America in geographic terms, and with
a historic link to Europe (as members of the Commonwealth), Australia
and New Zealand are among the most advanced countries in the world
in terms of ICTs. Here, we see the highest percentages of Internet users
as well as strong advances in the use of mobile phones, which have
come to replace land lines, causing their use to gradually decline.




                                                                                                                   Report on the International Status
                                                                                                                            of Open Source Software     97.
4.5.1. Australia                                                                          seminar “Open Source Software in the Public Administration: Innovation and
                                                                                                Lessons Learned," which dealt with license-related topics and showcased
                                                                                                examples of successful OSS implementation in the public sector250.

                                                                                                At a regional level, the State of Victoria, the State of New South Wales
                                                                                                (where the ICT sector is especially important) and the Australian Capital
                                                                                                Territory are the areas with greatest government activity in OSS.
               Australia is one of the countries that stands
                 out for its OSS activity, particularly the                                     As part of its programme to promote OSS, in 2003, the State of
                participation of its communities on both a                                      Victoria approved a subsidy of €50,000251 for the Open Source Victoria
                     national and international level.                                          consortium, made up of more than 80 companies. Later, in 2005, a
                                                                                                parliamentary committee recommended the use of OSS in electronic
                                                                                                voting machines252.

                                                                                                In 2003, the Australian Capital Territory became the first jurisdiction to
                                                                                                issue a mandate according to which OSS must be considered as an
                                                                                                option when purchasing in the public sector253.
      Public Sector
                                                                                                In 2003, the State of New South Wales signed a contract with Sun
      In 2005, the Australian Government's Information Management Office
      (AGIMO) approved a document stating that the different government                         Microsystems, which gave government agencies access to a special

      agencies must decide for themselves whether to use OSS, based on                          offer to purchase OSS254. In 2005, it approved a list of accredited

      standard criteria and the price-quality ratio247. It also published an OSS                companies specialising in OSS to facilitate the search for suppliers,
      guide for the Public Administration           248
                                                          which includes these criteria,        reducing the time and money agencies had to invest to find them. The
      strengthening the Australian Government's position with regard to OSS.

      Similarly, the AGIMO, among whose objectives is the promotion of best
      practices in electronic administration, makes information on OSS available                250 http://www.finance.gov.au/e-government/better-practice-and-collaboration/
                                                                                                events/2007/open-source-software-in-government.html
      to users on its website . At the end of 2007, the AGIMO organised the
                                  249
                                                                                                251 http://lists.linux.org.au/archives/linux-aus/2003-November/009371.html
                                                                                                252 Computer World, “Victorian government elects open source for e-democracy
      247 http://www.finance.gov.au/e-government/better-practice-and-collaboration/             platform,” by Michael Crawford, June 2005. http://www.computerworld.com.au/index.php/
      events/2007/docs/Ann_Steward.pdf                                                          id;1174965887;fp;16;fpid;0
      248 http://news.zdnet.co.uk/software/0,1000000121,39159783,00.htm “A Guide to Open        253 http://www.computerworld.co.nz/news.nsf/UNID/54FB38BD414F3969CC256DF90012
      Source Software for Australian Government Agencies,” Australian Government Information    3CCF?OpenDocument http://www.theage.com.au/articles/2003/12/10/1070732274118.html
      Management Office, 18 April 2005. http://www.finance.gov.au/publications/guide-to-open-
      source-software/index.html                                                                A.C.T. Legislation Register, Government Procurement (Principles) Guideline Amendment Act
                                                                                                2003.
      249 http://www.finance.gov.au/e-government/infrastructure/oss-resources.html
                                                                                                254 ZDNet Australia, “Sun shines on NSW government desktops,” by Andrew Colley,
                                                                                                October 2003 http://www.zdnet.com.au/newstech/os/story/0,2000048630,20280236,00.htm




98.   Report on the International Status
      of Open Source Software
selected companies are both multinational and small local companies                             and promotes the dissemination of OSS in the field of research and
(CSC, Sol1, Starcom and System Integration Services) .                 255
                                                                                                higher education. ASK-OSS provides impartial, practical advice on
                                                                                                different types of OSS that may be of interest for research, as well as the
In accordance with these government criteria, various public agencies
                                                                                                choice of appropriate licenses, the management of OSS development
have implemented OSS256, such as the Judicial Commission of New
                                                                                                projects and the development of OSS communities.
South Wales257, the HealthInsite newsletter project258, the National
Institute of Statistics259 for its National Data Network, and the Australian
Meteorology Office's VisAD project, in collaboration with the University
of Wisconsin, among others.

The NICTA is a centre of excellence created by the government in 2002
                                                                                                                  The private sector in Australia has
with the aim of carrying out research, marketing and training in the area of
                                                                                                                 made a firm commitment to OSS, as
ICTs, with collaboration from different Australian states and universities260.
                                                                                                                 is evident from a study showing that
In 2009, the Centre launched OpenNICTA, a portal to promote software
                                                                                                               50% of companies allocate 90% of their
developed by NICTA under open source licenses. In addition, this portal
                                                                                                                     investments in R&D to OSS.
promotes the benefits of collaboration, urging researchers to participate in
NICTA's research and ideas through an open platform.

ASK-OSS (The Australian Service for Knowledge of Open Source
Software), an academic initiative by the Department of Education,
                                                                                                Private sector
Employment and Workplace Relations, provides OSS-related advice
                                                                                                In the private sector, the Australian industry makes significant investments in
255 NSW Legislative Council, excerpt on Open Source Software, April 2005. http://www.
parliament.nsw.gov.au/prod/parlment/hansart.nsf/V3Key/LC20050406027                             OSS research and development. According to a survey conducted by Waugh
                                                                                                Partners, 50% of the companies responding to the questionnaire reported
NSW Contract Information & User Guides, Information Technology and Communications.
http://www.nswbuy.com.au/                                                                       that 90% of their investments in R&D are allocated to open sources.
256 Steve Alford, NOIE General Manager of Information Management Strategy and
Governance, Gartner Open Source Conference, 2 September 2003. In November 2002,                 Australian companies have been successful in exporting their OSS products
a report from Australia’s National Office for the Information Economy (NOIE) described
OSS use in different departments. http://www.zdnet.com.au/insight/software/soa/Australia-       abroad. One example is the mobile phone operating system OKL4,
sources-for-open-strategy/0,139023769,139161209,00.htm
                                                                                                developed by Open Kernel Labs, which is used in more than 300 million
257 http://www.finance.gov.au/e-government/better-practice-and-collaboration/
events/2007/docs/04-Sagi.pdf                                                                    mobile phones and will soon be used in millions of digital decoders261.
258 http://www.finance.gov.au/e-government/better-practice-and-collaboration/
events/2007/docs/08_McInerney.pdf
259 http://www.finance.gov.au/e-government/better-practice-and-collaboration/
events/2007/docs/Bartley.pdf
                                                                                                261 http://www.ok-labs.com/
260 University of Sydney, University of Melbourne, Griffith University, Queensland University
of Technology and University of Queensland.




                                                                                                                                           Report on the International Status
                                                                                                                                                    of Open Source Software       99.
It is estimated that the OSS sector has an annual revenue of around €322m,        Australia is home to both the Open Source Developers’ Club and the
       of which 50% corresponds to revenue directly related to open sources.             Open Source Developers’ Conference. This group of developers holds
                                                                                         regular meetings and an annual conference in order to share knowledge
       Besides the ICT sector, the main sectors using OSS in Australia are
                                                                                         and concerns about the different OSS programming languages.
       the Public Administration, the defence, education and health sectors,
       wholesale companies and Communications services, with education,                  The OSS community in Australia contains a wide variety of nationalities,
       administration and defence being the areas showing the largest growth.            with members from the United Kingdom, New Zealand, China and
                                                                                         Germany, although most are Australian. It is a very active community and its
       Universities
                                                                                         contribution to the international community is widely recognised. According
       One of the best-known universities in the field of OSS is the IT faculty          to a 2002 study by the Boston Consulting Group, Australia was one of the
       at the University of Queensland, where students are exposed to OSS                countries with the largest number of contributors to the community per
       from the first semester of their studies. This faculty uses OSS in its            capita, with nearly one third of these serving as project leaders263.
       training programme and many of its professors actively contribute to
                                                                                         Australian associations and user groups are numerous and very active.
       OSS-related projects and development.
                                                                                         For example, Linux Australia is an association bringing together the
       Moodle was created by Martin Dougiamas, who was a WebCT administrator             different Linux user groups and the vast open source community in the
       at Curtin Technological University, in Australia. He based his design on the      country. Among other activities, it organises the annual Conference of
       ideas of constructivism in pedagogy, which states that knowledge is built         Australian Linux Users (CALU)264, an OSS conference recognised to be
       in the mind of the student, instead of being transmitted unchanged from           one of the best in the world from a technical point of view.
       books or teaching, and cooperative learning. The first version of this tool
                                                                                         Another important national association in the Australian OSS sector is
       appeared on 20 August 2002. As of January 2010, it had a base of more
                                                                                         OSIA (Open Source Industry Australia). The aim of the OSIA is to promote
       than 32 million registered users, distributed over 45,682 sites around the
                                                                                         the OSS cause in Australia and to help its 150 members improve their
       world, and it has been translated into more than 81 languages.
                                                                                         business success in this growing sector in the global ICT market.
       Communities

       According to a study published in 2008, based on surveys and interviews
       with players in the Australian OSS community, there is immense potential
       for OSS in the Public Administration, companies and education262.

                                                                                         263 Waugh Partners. The Australian Open Source Industry & Community Report 2008
                                                                                         http://census.waughpartners.com.au/census-report-2008-r1.pdf
       262 Waugh Partners. The Australian Open Source Industry & Community Report 2008   264 inux.conf.au
       http://census.waughpartners.com.au/census-report-2008-r1.pdf




100.   Report on the International Status
       of Open Source Software
4.5.2. New Zealand                                                            In 2005, the government signed an agreement with Novell267, giving
                                                                              government agencies access to OSS at preferential prices. This
                                                                              followed the success of the pilot project with SuSe and OpenOffice in
Public Sector
                                                                              workstations carried out by the District Health Boards (DHB)268.
In 2003, the government approved a document requiring its different
                                                                              Recently, the State Services Commission agreed to release the code for
agencies to decide for themselves whether they should use OSS, based
                                                                              the New Zealand Government's portal under a GPL license269.
on standard criteria to determine if the software meets the needs of
the department and the price-quality ratio265. It later carried out various   Some implementations have been carried out in the Public Administration.
initiatives to promote OSS in New Zealand, including guides, global           For example, several departments use Plone to manage their website
supplier agreements, releasing code under open source licenses, etc.          contents, such as Companies Office, a unit of the Ministry of Economic
                                                                              Development and one of the government websites with the most traffic
The State Services Commission (SSC), in collaboration with the New
                                                                              in New Zealand.
Zealand Open Source Society (NZOSS), drew up a guide to advise
government departments on evaluating and mitigating the legal risks           Private sector
associated with OSS use .      266

                                                                              It is difficult to provide an estimate of the extent of OSS adoption in
                                                                              the private sector, since no surveys have been published in this regard,
                                                                              and private companies, unlike the public sector, do not publicise their
                                                                              migrations to OSS.

                                                                              Sector experts believe that the penetration is greater than we think: “For
                     New Zealand's educational sector                         each public organism that openly declares their OSS initiatives, there
                     is making a firm commitment to                           is probably another private organisation that has subtly and silently
                                                                              implemented OSS.”270
                            OSS development.
                                                                              The country's entrepreneurship, in which almost 60% of companies are
                                                                              small or newly created businesses, creates an ideal business foundation
                                                                              for OSS adoption, in terms of both the desire for cost reduction and the
                                                                              capacity to incorporate innovation in the organisation.


                                                                              267 http://computerworld.co.nz/news.nsf/news/00A78590A3A229DBCC2570A40021DC61
                                                                              268 http://softwarelibre.fox.presidencia.gob.mx/?q=node/36
265 http://www.e.govt.nz/policy/open-source
                                                                              269 http://computerworld.co.nz/news.nsf/tech/E53E8CAE4C30736DCC2574250031EAE7
266 http://www.e.govt.nz/archive/policy/open-source/open-source-legal2/
                                                                              270 Mark Rais, “The State of Linux: Substantial Growth in New Zealand.”




                                                                                                                              Report on the International Status
                                                                                                                                       of Open Source Software     101.
This innovative and creative capacity on the part of companies in New
       Zealand also serves as the ideal starting point for the emergence of
       technology companies that operate in the OSS field, contributing to the
       development and consolidation of OSS in the country.

       In addition to the company Catalyst IT271, specialising in developing
       critical business systems, other New Zealand companies such as Open
       Systems Specialist and Egressive also promote OSS products. Open
       Systems Specialist272 defines itself as the leading independent supplier
       in New Zealand, specialising in virtualisation, security and Monitoring.
       Egressive Limited specialises in web applications built with Drupal, and
       in providing consultancy services to facilitate migration to OSS.

       Universities

       The greatest commitment to OSS has come from the field of education.
       There are numerous success stories, including the creation in 2008273
       of a training centre (Open Source Learning Laboratory) financed by
       the Tertiary Education Commission (TEC) and developed at eduforge.
       org. There are some similarities with Google's Summer of Code, and
                                                                                       benefits from collaboration with the New Zealand company Catalyst IT
       module-based training is provided on Perl, PHP, Python, MySQL, etc.,
                                                                                       on the EduForge.org platform and is financed by the Tertiary Education
       while students work on OSS-based applications274.
                                                                                       Commission's e-Learning Collaborative Development Fund (eCDF)277. The
       OSLOR (Open Source Learning Object Repository) is a project275whose             project is an initiative from a consortium of twenty academic institutions,
       aim is to create a single repository for the academic sector. It is an          and its objective is to develop academic OSS-based applications278.
       initiative by the Waikato Technology Institute (Wintec).
                                                                                       The eCDF is also financing the eXe project279, promoted by CORE
       Another initiative within the educational sector is the NZOSVLE (New            Education, a not-for-profit academic research organisation. The aim of
       Zealand Open Source Virtual Learning Environment) project , which  276
                                                                                       the project is to develop OSS that facilitates the publication of academic
                                                                                       contents on the Internet for both professors and researchers.
       271 http://catalyst.net.nz/
       272 http://www.oss.co.nz/
                                                                                       277 http://www.tec.govt.nz/templates/standard.aspx?id=755
       273 http://computerworld.co.nz/news.nsf/tech/E53E8CAE4C30736DCC2574250031EAE7
                                                                                       278 http://pcf4.dec.uwi.edu/viewpaper.php?id=81
       274 http://eduforge.org/projects/osll/
                                                                                       279 http://exelearning.org/
       275 http://www.elearning.ac.nz/index.php?page=oslor&buttonset=1
       276 http://www.opensourcereporter.net/nzedu.html




102.   Report on the International Status
       of Open Source Software
Community
                                                                                5.6. AFRICA
The NZOSS , a not-for-profit organisation whose objective is to promote
               280


OSS use in New Zealand, launched the Public Sector Remix project in             The economic situation on the African continent prevents the allocation of
August 2009 to demonstrate the viability of OSS in workstations in the          sufficient resources to ICT development. ICTs are not given priority in African
Public Administration . OSS will be used in national, regional and local
                             281
                                                                                countries, as they still have to attend to the population's basic needs.
public agencies, and the results will also be evaluated.
                                                                                However, OSS can help the African continent make its presence felt in
Other associations in New Zealand are the Linux user groups, including          the world of technology and information, become less dependent on first
the New Zealand Linux Users Group282, the New Zealand Zope and                  world countries, and allow for local adaptation of existing software.
Plone User Group , etc.283

                                                                                The OSS community on the African continent is very fragmented.
                                                                                Minor efforts are being made in a scattered way, which is an obstacle
                                                                                to advancement.

                                                                                FOSSFA is an organisation created to organise and lead the OSS
                                                                                movement in Africa, serving as a place to share all the initiatives across
                                                                                the continent284. With this objective in mind, one of the initiatives has
                                                                                been the creation of a project database. Moreover, FOSSFA supports
                                                                                the integration of OSS into national politics, and also coordinates and
                                                                                promotes OSS initiatives and the local software industry.

                                                                                The main OSS projects focus on local adaptation. One of the most active
                                                                                communities in this matter is the South African translate.org.za. OSS is
                                                                                thus contributing significantly to bringing IS closer to the population of
                                                                                the African continent, overcoming the English language barrier in order
                                                                                to use ICT tools.

                                                                                Thanks to the organisations that provide OSS training on the continent,
                                                                                there are more and more specialists in the market willing to support
                                                                                existing initiatives. Standing out among these is FOSSREC, a training
                                                                                project carried out by FOSSFA.
280 http://nzoss.org.nz/
281 http://computerworld.co.nz/news.nsf/tech/83C4710E299C3A1BCC257623001997DC
282 http://www.linux.net.nz
                                                                                284 See http://www.fossfa.org and their action plan at http://www.wougnet.org/ICTpolicy/
283 http://www.nzzug.org/
                                                                                docs/FOSSFA_ACTION_PLAN.rtf and http://www.fossfa.org/database/




                                                                                                                                Report on the International Status
                                                                                                                                         of Open Source Software           103.
Public organisations such as UNESCO are contributing to the expansion
                                                                                         of OSS across Africa through projects such as the MIFTAAH memory
                                                                                         stick, already implemented in Algeria, Libya, Morocco and Tunisia. OSS
                                                                                         is provided in Arabic, English and French, with the academic institutions
                                                                                         providing the main focus for running the project.

                                                                                         SchoolNet Namibia is a volunteer organisation devoted to providing
                                                                                         Internet and computer access to every school in Namibia. The objective
                                                                                         of SchoolNet Namibia is to make open source technologies available
                                                                                         to all Namibian schools. Although it began as a support and training
                                                                                         organisation, its success in introducing computers and the Internet into
                                                                                         more than 200 schools since 2000 has led to SchoolNet becoming
                                                                                         actively involved in developing policies at a national level in Namibia.

                                                                                         Mali's ICT Agency (AGETIC), in collaboration with Schoolnet, promotes
                                                                                         OSS development in Mali, mainly in the education sector.

                                                                                         The AVOIR project is aimed at training and creating opportunities in
       There are different government policies on OSS, ranging from the non-
                                                                                         Africa through ICT. The AVOIR team offers on-line learning services, as
       existent to those which do not promote OSS over proprietary software, and         well as FOSS development and use services to the government and the
       finally to those which promote this type of software over proprietary software,   education and business sectors.
       as in the case of the South African Government. Tunisia is also active in
       OSS promotion, and Morocco is starting to consider the development of             We can also find newly created OSS companies, such as Linux Solutions
                                                                                         in Uganda, PerfectSoft in Nigeria and Circuits&Packets in Kenya.
       policies promoting it. The Senegalese Ministry of Infrastructure, Transport
       and Telecommunications is promoting OSS in order to develop the local             The following provides more detail about the position of OSS in South
       software industry. Moreover, the Senegalese Government is seriously               Africa. The study of the initiatives carried out in this country by the
       considering open standards in its future programmes.                              government and several non-governmental organisations, also in
                                                                                         coordination with private companies from the ICT sector, shows South
       The objective of the Ivory Coast's multimedia information system                  Africa to be the OSS leader and role model for the African continent,
       (SimGouv) is to establish a link between the government and its citizens          although the socioeconomic starting point may be quite different for
       through an open government platform. This OSS-based platform has                  each country.
       fostered the creativity of local talent. The OSS network in Ethiopia
       (EFOSSNET) promotes OSS use, research and policies in the country.




104.   Report on the International Status
       of Open Source Software
4.6.1 South Africa                                                             In 2003, the Department of Science and Technology (DST) sponsored
                                                                               the creation of the Open Source Centre288. The centre's objective is to
                                                                               promote the use of OSS in the government and the education sector.
Public Sector
                                                                               The OSS law of 2006289 includes various aspects that actively promote
As in many other countries, the government is the main ICT client in           and establish a preference for OSS over proprietary software: the
South Africa. According to the State Information Technology Agency             government will use OSS unless the equivalent proprietary software is
(SITA), government purchases represent as much as 70% of overall ICT           shown to be superior; migrations will be performed whenever equivalent
spending in the country285. €352m was spent on proprietary software            OSS exists; all new software developed for the government, both
alone. With the objective of cutting ICT spending, the government              internally and subcontracted, will be based on open standards and
opened a debate on OSS.                                                        open sources, and under an open source license whenever possible;
                                                                               all content generated by the government will be open content, unless
In fact, South Africa was the first African country to develop policies
                                                                               a need is demonstrated to the contrary; and finally, the government will
to promote the use of OSS in the country. The debate on the use of
                                                                               promote the use of open standards and open content.
open standards and OSS in the government began in 2001, and was
followed by the publication in 2002 of the report “Free/Libre & Open           Private sector
Source Software and Open Standards in South Africa”286. This report,
issued by the National Advisory Council on Innovation (NACI), suggests         With regard to the private sector, although proprietary software generates

the use of open standards as the basis for ICTs. The ultimate objective        significant income annually, South Africa has one of the most active OSS

is to promote interoperability and universal access to e-Government at         communities on the continent, which has led to the creation of many small

affordable costs, avoid restrictive licenses, minimise dependency on           and medium-sized local companies that offer OSS-based solutions.

specific suppliers and promote the local software industry.                    One South African Linux distribution that had a successful period in the

The Government Information Technology Officers Council (GITOC) later           market was the Ubuntu-based Impi Linux. In 2005, Mark Shuttleworth

stated, in its report "Using Open Source Software in the South African         purchased 65% of the company. In 2006, along with eight other

Government"287, that OSS offers great educational and commercial               companies, Impi Linux was awarded the contract from the State

advantages, and therefore open standards are a must for software               Information Technology Agency in South Africa. Recently, in 2009, the

development, and the use of OSS must be promoted by the government.            distribution was withdrawn from the market290.




285 Vital Wave Consulting. South African Adoption of Open Source http://www.   288 http://www.infoworld.com/t/platforms/south-africa-taps-open-source-boost-local-it-572
vitalwaveconsulting.com/insights/South-African-Adoption-of-Open-Source.pdf     289 http://www.oss.gov.za/wp-content/uploads/2009/03/foss-policy-approved-by-cabinet-
286 http://www.naci.org.za/pdfs/oss_v_1_0.pdf                                  2007.pdf

287 http://portal.acm.org/citation.cfm?id=1456677                              290 http://www.tectonic.co.za/?p=4668




                                                                                                                                Report on the International Status
                                                                                                                                         of Open Source Software           105.
Mark Shuttleworth also owns the OSS company Canonical Ltd. The
                                            most important project291 financed by the company is Ubuntu, a Linux
                                            distribution based on Debian, and its derivatives Edubunto in education
                                            and Kubunto, which combines Ubuntu and KDE. Its other projects
                                            include Launchpad292, TheOpenCD, an OSS collection for Windows that
                                            is no longer active, but continues to be used, for example in Ubuntu293
                                            and Bazaar294, and a version control system or VCS. In 2009, Canonical
                                            launched a new service, Ubuntu One, which permits file synchronisation,
                                            storage and sharing with third parties.

                                            Up Front Systems295 is another South African company working with
                                            OSS. It was the first company to work in OSS with Zope, Plone and
                                            Phyton in South Africa, and it has developed projects in the education,
                                            construction, health and pharmacy sectors.

                                            Obsidian Systems has been one of the first South African companies to
                                            prepare candidates for the Red Hat certification, as Red Hat Certified
                                            Engineers. It works with several OSS products, such as Enterprise DB, JBoss,
                                            MySQL, Red Hat, Strataus, Ubuntu, Untangle, Zimbra and Zmanda.

                                            The existence of all these flourishing OSS companies leads us to
                                            conclude that OSS is starting to penetrate significantly in the business
                                            sector, especially because it is not only Linux distributions we are
                                            talking about, but also OSS-based application servers and business
                                            management solutions.

                                            Efforts by the government and organisations like the Shuttleworth
                                            Foundation in spreading the word on the advantages of OSS and in
                                            promoting its adoption (the Go Open Source campaign) seem to have

                                            291 http://www.canonical.com/projects
                                            292 http://blog.launchpad.net/general/launchpad-is-now-open-source
                                            293 http://theopencd.org/
                                            294 http://bazaar-vcs.org/
                                            295 http://www.upfrontsystems.co.za/




106.   Report on the International Status
       of Open Source Software
yielded fruitful results in South Africa, creating promising prospects for    The Shuttleworth Foundation is an organisation devoted to the promotion
OSS in the country, and making South Africa the leader and role model         of OSS. Among its projects is one to install computer networks in schools
for the rest of the continent.                                                in disadvantaged areas. This foundation, together with the South African
                                                                              Canonical company, Hewlett Packard and the CSIR Meraka Institute,
Universities
                                                                              launched the campaign Go Open Source. This campaign was active
The OpenCourseWare (OCW) project by the University of the Western             from 2004 to 2006, with the objective of raising awareness about OSS
Cape (UWC) in South Africa, allows students and professors open use           and achieving its adoption by users and SMEs.
of the teaching and learning resources developed at UWC. The project
has a two-fold objective: to provide the university community with easy
access to the educational resources created by the institution itself, and
to allow the local and regional community to benefit from UWC's rich
knowledge base. The technical development of the on-line platform and
the necessary software took place in collaboration with the UWC OSS
Innovation Unit, as well as other collaborators all over the world.

The OCW project is driving through a programme to create a link to 14
other African universities. The project is called the African Virtual Open
Initiative and Resource (AVOIR), and is directed and financed by UWC.

Communities

The public sector is not the only sector promoting OSS; many other
organisations are working in this field. One example is Translateorg.za296,
one of the main not-for-profit companies carrying out local adaptation
activities. It is currently working on the translation of GNOME, KDE,
OpenOffice.org, Firefox and Thunderbird into the 11 official languages
in South Africa.


296 http://translate.org.za/




                                                                                                                      Report on the International Status
                                                                                                                               of Open Source Software     107.
05.
05.   Methodology,
      Execution Team and
      Panel of Experts
      In order to get an overview of the state of affairs for Open Source Software (OSS)
      around the world, a research study was carried out in all environments of the OSS
      ecosystem in the large geographical areas and the main countries within each of
      these. Namely, the study examined the initiatives carried out in the public sector
      environment, including those related to promotion, legislation or any other area, such
      as the use of OSS by the Public Administration. Similarly, it contains a description of
      all the activities aimed at the development and use of OSS in the private sector, in the
      communities of developers and in university and academic environments.




                                                                    Report on the International Status
                                                                             of Open Source Software     109.
5.1. Methodology
                                                                                                             AFRICA
       Information was gathered through secondary sources and the most relevant
                                                                                                                         PUBLIC
       sources used can be found in the bibliography at the end of this document.                                        SECTOR
       Footnotes have also been added that refer to on-line news items.                                                                    EUROPE

       An on-line questionnaire answered by more than 70 OSS-related                    LATIN AMERICA



                                                                                                                      OSS
       professionals was also used as an additional source of information.
       Finally, a series of interviews with OSS experts was conducted to obtain
                                                                                                  UNIVERSITIES                           COMPANIES
       a deeper insight about certain topics and geographical areas. We would
       like to express our gratitude to them for their invaluable opinions and
                                                                                                                      COMMUNITY
       the time and interest they have devoted to this project. Among the
       contributors were professionals from the Dutch Antilles, Argentina,                                                                     ASIA
       Australia, Brazil, Cambodia, Canada, Chile, Ivory Coast, Denmark,
       Spain, United States, France, Holland, India, Indonesia, Mauritius,                  NORTH AMERICA              DEVELOPERS/
                                                                                                                       INTEGRATORS
       Israel, Italy, Japan, Laos, Malaysia, Mongolia, Nepal, Norway, Pakistan,
       Portugal, United Kingdom, Czech Republic, Romania, South Africa, Sri
       Lanka, Switzerland, Taiwan and Vietnam.

       As for the environments, 62% belonged to the private sector, 19% to the
                                                                                    The Economic dimension is made up of the following variables: GDP,
       public sector, 7% to universities and 12% to OSS communities. A copy
                                                                                    GDP growth, Per capita income, Employment rate, TMT Index, Industrial
       of the questionnaire can be found at the end of the document.
                                                                                    R&D investment, Monthly broadband subscriptions, ICT presence in
       Two indices were created to determine the countries with the highest         government offices and Innovative capacity.
       degree of OSS activity in each of the geographical regions: the IS Index
                                                                                    The Social-Academic dimension includes the following variables:
       and the Open Source Software Index. The countries with the highest
                                                                                    Population, Access to digital content, University enrolment, Internet
       OSS Index score were selected for each of the geographical regions. In
                                                                                    access at school, University-industry research collaboration, On-line
       Africa, which shows hardly any OSS activity as compared to continents
                                                                                    service availability and the e-Participation Index.
       such as North America or Europe, only South Africa was selected to
       represent the continent.                                                     The Technological dimension takes into consideration the following
                                                                                    variables: Internet penetration rate, Broadband penetration rate,
       Four dimensions have been used to calculate the IS Index: the
                                                                                    International bandwidth per user (in bit(s)), Mobile telephone penetration,
       Economic, Social-Academic, Technological and Political dimensions.
                                                                                    Internet hosts, Computers at home, Computer penetration, Internet at
       Each has its own specific weight, and its score was calculated using
                                                                                    home and Internet use for business.
       several variables.




110.   Report on the International Status
       of Open Source Software
Finally, the Political dimension is made up of the following variables:     All of the variables in each dimension have been assigned a specific
ICT-related laws, Quality of the competition among Internet service         weight or weighting; with all the variables across all four dimensions
providers, Priority given to ICTs by the government, Importance of          adding up to 100%.
ICTs in the government's vision for the future, Success in government
                                                                            The values of each variable have been standardised and weighted for
promotion of ICTs, Purchase of latest-generation technology products
                                                                            the calculation of both indices.
by the government and the e-Government Readiness Index.
                                                                            In order to create a standardised measurement of values, these are
All of the variables in each dimension have been assigned a specific        divided by the arithmetic mean of all the countries for that same variable.
weight or weighting; with all the variables across all four dimensions      Once the values have been standardised, they are weighted according
adding up to 100%.                                                          to the specific weight or assigned weighting for that variable. An index
                                                                            is calculated for each country analysed, resulting from adding up the
Similarly, four dimensions have been used to elaborate the OSS Index:       standardised weighted values for each variable.
the Economic, Social-Academic, Technological and Political dimensions.
Each of these dimensions has its own specific weight, and its score was     According to the calculated index, there are three groups of countries
calculated using several different variables.                               whose positions are always relative to the rest of the countries to which
                                                                            they are compared:
The Economic dimension is made up by the following variables: Degree
                                                                            Advanced Countries: USA, Germany, France, Spain, Australia, Italy,
of OSS development and Degree of OSS implementation.
                                                                            United Kingdom, Norway, Finland, Denmark, Brazil, India, Sweden,
The Social and Academic dimension includes the following variables:         China, South Korea, Estonia, Japan, Belgium, Canada, Ireland,
Societal participation in the open source software Community, Open source   Switzerland, Holland and New Zealand.
software training, Linux users groups, Level of interest in open source     Less-advanced countries: Austria, Slovenia, Poland, Thailand, South
software, Availability of GNU/Linux distributions in the native language,   Africa, Portugal, Malaysia, Bulgaria, Lithuania, Russia, Argentina,
Availability of Mozilla in the native language, Level of knowledge of OSS   Venezuela, Hungary, Vietnam, Peru, Slovakia, Mexico, Croatia, Pakistan,
in the geographical area and Number of Linux users per capita.              Colombia and Czech Republic.

The Technological dimension takes into consideration the following          Developing Countries: Romania, Ukraine, Greece, Chile, Israel,
variables: The penetration of open source software in infrastructure        Luxembourg, Uruguay, Turkey, Latvia, Tunisia, Egypt, Malta, Morocco
software, Application development software, Business management             and Cyprus.
software and Desktop and operating system software.

Finally, the Political dimension is made up of the following variables:
Public sector purchasing policies promoting open source software,
policies that support open source software development and Software
non-piracy rate.




                                                                                                                     Report on the International Status
                                                                                                                              of Open Source Software     111.
5.2 Execution team
            CENATIC
            Pop Ramsamy - Project Director
            Ana Trejo Pulido - Research coordination


            PENTEO ICT ANALYST


            Pilar Pedrosa
            Anabel Labarta
            Valéry Bisbal



       5.3 Panel of experts
            In AFRICA

            Name                                       Organisation                           Country
            Nnenna Nwakanma                            nnenna.org                             Ivory Coast
            Alexandre Tsang                            Posterita                              Mauritius
            Amit Caleechurn                            Fedora Project                         Mauritius
            Jaco Du Toit                               UNESCO                                 Namibia
            Dwayne Bailey                              Translate.org.za                       South Africa
            Karl Fischer                               Department of Science and Technology   South Africa
            Nico Elema                                 GOV-OSS-RC                             South Africa


            In OCEANIA

            Name                                       Organisation                           Country
            Bill Robertson                             De Bortoli Wines Pty Limited           Australia
            Brendan Scott                              Open Source Law                        Australia
            Con Zymaris                                Cybersource                            Australia




112.   Report on the International Status
       of Open Source Software
In ASIA

Name                        Organisation                                        Country
Francisco Javier Sola       Open Institute                                      Cambodia
Frederick Noronha           BytesForAll                                         India
Vineet Dahiya               InfoAxon Technologies Ltd.                          India
Frederick Noronha           BytesForAll                                         India
Krishnan CN                 AU-KBC Research Centre                              India
Sitohang Benhard            Center for Empowerment of OSS, ITB                  Indonesia
Masayuki Hatta              The University of Tokyo                             Japan
Anousak Souphavanh          Laonux localization                                 Laos
Khairil Yusof               Inigo Consulting                                    Malaysia
Nurhizam Safie Mohd Satar   Asia e University                                   Malaysia
Sharuzzaman Ahmat Raslan    Open Source Community                               Malaysia
Tan King Ing                MAMPU                                               Malaysia
L. Ariunaa                  Intec Co. Ltd.                                      Mongolia
Subir Bahadur Pradhanang    FOSS Nepal Community                                Nepal
Khurram Islam Khan          Open Source Resource Center                         Pakistan
David Rigby                 Free and Open Source Alliance                       Singapore
Karthiga Ratnam             Lanka Software Foundation                           Sri Lanka
Tzu-Chiang Liou             Institute of Information Science, Academic Sinica   Taiwan
Jochen Nessel               EdgeWorks Software Ltd.                             Vietnam




In EUROPE

Name                        Organisation                                        Country
Gijs Hillenius              OSOR                                                European Union
Jens Jakob Andersen         NITA                                                Denmark
Alvaro López Ortega         Octality, Cherokee Project, GNU                     Spain
Carlos Hergueta Garelly     Red Hat Europe                                      Spain
Eduardo Serrano Belenguer   Open Xarxes Coop. V.                                Spain
Francisco Angas Navasa      IBM Europe                                          Spain
                                                                                (Continues on the following page)


                                                                                         Report on the International Status
                                                                                                  of Open Source Software     113.
Name                            Organisation                                Country
            Jesús Bermejo                   Telvent                                     Spain
            Jordi Vilanova i Karlsson       Ferrero i Karlsson, SL                      Spain
            Muriel Moscardini               Fluendo                                     Spain
            Pau Contreras Trillo            Oracle Europe                               Spain
            Sharmila Wijeyakumar            Pentaho                                     Spain
            Cedric Thomas                   OW2 Consortium                              France
            Jean Pierre Laisné              Bull                                        France
            Miguel Valdes Faura             BonitaSoft                                  France
            Herve Le Guyader                HLG Expertise                               France
            Arjen Kamphuis                  Gendo                                       Holland
            Wouter Tebbens                  Free Knowledge Institute                    Holland
            Dirkjan Klip                    Netherlands Open in Connection              Holland
            Fabrice Mous                    Ictivity                                    Holland
            Alon Swartz                     TurnKey Linux                               Israel
            Paolo Predonzani                ManyDesigns srl                             Italy
            Stefano Celati                  Bnova                                       Italy
            Giovanna Sissa                  Osservatorio Tecnologico per la Scuola      Italy
            Anders Bjerkholt                Moava AS                                    Norway
            Heidi Austlid Arnesen           Friprog, the Norwegian Competence Centre    Norway
            Diogo Rebelo                    Dri                                         Portugal
            Goncalo Salgado                 log                                         Portugal
            Lucio Quintal                   Madeira Tecnopolo, S.A.                     Portugal
            Anas Tawileh                    International Development Research Centre   United Kingdom
            Caroline Stewart                Jaspersoft                                  United Kingdom
            Gerry Gavigan                   Open Source Consortium                      United Kingdom
            Filip Molcan                    OSS Alliance                                Czech Republic
            Doru ilasi                      Aplix                                       Romania
            Lucian Savluc                   eLiberatica                                 Romania
            Bruno von Rotz                  accelIT GmbH                                Switzerland
            David Krebs                     mimacom ag                                  Switzerland




114.   Report on the International Status
       of Open Source Software
In LATIN AMERICA

Name                         Organisation                                    Country
Ace Suares                   Suares & Co                                     Dutch Antilles
Bernardo Diego González      Open Computación S.A. / CADESOL                 Argentina
Gerardo Renzetti             Morfeo Cono sur                                 Argentina
Dario Rapisardi              The Gleau Inc.                                  Argentina
Martín Olivera               SOLAR Software Libre Argentina                  Argentina
Junior Alex Mulinari         Solis                                           Brazil
Renato da Silveira Martini   ITI                                             Brazil
Rubens Queiroz de Almeida    Universidade Estadual de Campinas               Brazil
Leo Barrientos C.            Open Sistemas Chile                             Chile
Jens Hardings                Pontificia Universidad Católica de Chile        Chile
Martin Levenson              CETRATEC                                        Mexico




in NORTH AMERICA

Name                         Organisation                                    Country
Andrew Ross                  Free and Open Source Software Learning Centre   Canada
Dru Lavigne                  Open Source Business Resource (OSBR)            Canada
Jeff Hobbs                   ActiveState Software                            Canada
Bernard Golden               Navica                                          United States
Bryan Cheung                 Liferay Inc                                     United States
Deb Woods                    Ingres Corporation                              United States
Deborah Bryant               OSU Open Source Lab                             United States
John M Weathersby            OSS Institute                                   United States
Matt Ray                     Zenoss                                          United States
Nick Carr                    Red Hat                                         United States
Phil Robb                    Hewlett Packard                                 United States
Tanya Gupta                  DC Technology Examiner                          United States




                                                                                      Report on the International Status
                                                                                               of Open Source Software     115.
06.
06.   Bibliography
      This section includes all the source documentation used for writing the report
      "International Status of Open Source Software (OSS)."




                                                             Report on the International Status
                                                                      of Open Source Software     117.
The selected OSS-related documents refer to a specific geographical
                                            region (North America, Latin America, Europe, Africa, Asia or Oceania-
                                            Australia), to areas of interest (Public Sector, Private Sector, Universities
                                            and R&D Centres, OSS Communities, Technology, Law, etc.) or to both.

                                            The main sources used for finding secondary sources have been the
                                            Internet, market research reports from specialized firms such as Gartner,
                                            Optaros or Forrester, on-line publications from official organisations
                                            such as CENATIC and OSOR and documentation provided by all those
                                            interviewed throughout the project.

                                            References are documented and are accompanied by notes summarising
                                            their content.

                                            Two criteria have been used for organising the bibliography. The first
                                            is the area of interest (Public Sector, Private Sector, Universities, R&D
                                            Centres and OSS Communities). Within each area, there has been a
                                            geographical classification (North America, Latin America, Europe,
                                            Africa, Asia and Oceania-Australia). Only the technology, law and
                                            Information Society areas have not been sub-classified by geographical
                                            area, as they are considered to be cross-border topics.

                                            In cases where the documented publication does not apply to a specific
                                            geographical region and deals with general topics worldwide, it has
                                            been included in a subsection at the beginning of each chapter, referred
                                            to as the Introduction.

                                            The same document may be included in various sections if it deals with
                                            various topics.




118.   Report on the International Status
       of Open Source Software
6.1 Public Sector

        6.1.1. Introduction
• Von Rotz, Bruno and Gynn, Dave. Optaros. Open source in the enterprise [On-line]. 2008.

http://files.optaros.com/Optaros%20White%20Paper%20-%20Open%20Source%20in%20the%20Enterprise%20_October%202008__EN.pdf

• Noonan, Douglas S. et al. Red Hat. Open Source Software Potential Index (OSPI) [On-line]. 2008.

http://www.redhat.com/about/where-is-open-source/activity/

• Di Maio, Andrea and Drakos, Nikos. Gartner. How Open Source is changing the shape of IT [On-line]. 2008.

www.gartner.com

• Weerawarana, Sanjiva and Weeratunga, Jivaka. SIDA (Swedish International Development Cooperation Agency). Open Source in Developing
Countries [On-line]. 2004.

http://www.sida.se/English/About-us/Sidas-Publications/

• Moon, Nathan W. et al. Center for Advanced Communications Policy at the Georgia Institute of Technology. Adoption and Use of Open Source
Software: Preliminary Literature Review [On-line]. 2008

http://www.redhat.com/about/where-is-open-source/activity/



        6.1.2. North America
• Lewis, James A. et al. Center for Strategic and International Studies (CSIS). Government Open Source Policies [On-line]. 2007.

http://csis.org/files/media/csis/pubs/070820_open_source_policies.pdf

• Lewis, James A. et al. Center for Strategic and International Studies (CSIS). Government Open Source Policies [On-line]. 2008.

http://csis.org/files/media/csis/pubs/0807218_government_opensource_policies.pdf

• e-Cology. Corporation Open Source Business Opportunities for Canada’s Information and Communications Technology Sector. [On-line]. 2003.

http://www.ecology.ca/canfloss/report/CANfloss_Report.pdf

• Dravis, Paul. InfoDev (World Bank). Open source software: Perspectives for development [On-line]. 2003.

www.infodev.org/en/Document.21.pdf



                                                                                                                    Report on the International Status
                                                                                                                             of Open Source Software     119.
6.1.3. Latin America
       • Amesol, Política Digital and Ciento por Ciento Market Research. Percepción del uso Software Libre en el Sector Público de México [Perception of
       Open Source Software Use in the Mexican Public Sector] [On-line]. 2009.

       http://www.politicadigital.com.mx/pics/pages/analisismodelos_base/Estudio_Software_Libre_en_el_Sector_Publico.pdf

       • Zúñiga, Lena. Bellanet International Secretariat, Latin America and the Caribbean. El software libre y las perspectivas para el desarrollo en América
       Latina y el Caribe [Open source software and perspectives for development in Latin America and the Caribbean [On-line]. 2004.

       http://www.mentores.net/Portals/2/mentores_net_sabemos_software_libre.pdf

       • Estepa Nieto, Jesús Javier. University of Granada. Software Libre Para El Desarrollo Del Tercer Mundo [Open Source Software for Third World
       Development] [On-line]. 2007.

       http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=13

       • Ministerio de Ciencia y Tecnología del Gobierno de Venezuela [Venezuela Ministry of Science and Technology]. Plan Nacional de Migración a software
       libre de la administración pública nacional [National Migration Plan to open source software in the federal public administration] [On-line]. 2005.

       http://www.softwarelibre.gob.ve/documentos/PLANNACIONALDEMIGRACIONASWL230305.pdf

       • Lewis, James A. et al. Center for Strategic and International Studies (CSIS). Government Open Source Policies [On-line]. 2007.

       http://csis.org/files/media/csis/pubs/070820_open_source_policies.pdf

       • Lewis, James A. et al. Center for Strategic and International Studies (CSIS). Government Open Source Policies [On-line]. 2008.

       http://csis.org/files/media/csis/pubs/0807218_government_opensource_policies.pdf

       • Dravis, Paul. InfoDev (World Bank). Open source software: Perspectives for development [On-line]. 2003.

       www.infodev.org/en/Document.21.pdf

       • Hoe, Nah Soo. UNESCO, APDIP, IOSN. Breaking Barriers: The Potential of Free and Open Source Software for Sustainable Human Development - A
       Compilation of Case Studies from Across the World [On-line]. 2006.

       http://www.apdip.net/publications/ict4d/BreakingBarriers.pdf

       • Figueira Carlos. CNTI. Interview with Carlos Figueira, President of the CNTI in Venezuela [On-line]. 2009.

       http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=156:entrevista-a-carlos-figueira-presidente-del-centro-nacional-de-
       tecnologias-de-la-informacion-de-venezuela-cnti-&catid=50:entrevistas&Itemid=86

       • Perl, Jens et al. Estrategia Digital. Análisis de Impacto Económico y Social [Analysis of Economic and Social Impact] [On-line]. 2009.

       http://www.estrategiadigital.gob.cl/files/An%C3%A1lisis%20de%20Impacto%20Econ%C3%B3mico%20y%20Social.pdf



120.   Report on the International Status
       of Open Source Software
• Perl, Jens. Pontificia Universidad Católica de Chile [Pontifical Catholic University of Chile]. Departamento de Ciencia de la Computación [Department
of Computer Science]. FLOSS Study [On-line]. 2008.

http://2008.encuentrolinux.cl/charlas/EstudioFLOSS-jhp.pdf

• Perl, Jens et al. Estrategia Digital. Uso de Software Libre en el Estado [The State's Use of Open Source Software] [On-line]. 2009.

http://www.estrategiadigital.gob.cl/node/386

• Evans, Ernesto. Estrategia Digital. Presentación de Resultados del Estudio de Uso de Software Libre en el Estado [Presentation of the Results of the
State Software Use Study][On-line]. 2009.

http://www.estrategiadigital.gob.cl/node/386

Mannila, Marko. Hyper MediaLab. Free and open-source software: Approaches in Brazil and Argentina [On-line]. 2005.

http://www.uta.fi/hyper/julkaisut/b/mannila-2005.pdf


         6.1.4. Europe
• Jones, Teresa. Gartner. Open Source in Europe, 2008 [On-line]. 2008.

www.gartner.com

• Estepa Nieto, Jesús Javier. University of Granada. Software Libre Para El Desarrollo Del Tercer Mundo [Open Source Software for Third World
Development] [On-line]. 2007.

http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=13

• Lewis, James A. et al. Center for Strategic and International Studies (CSIS). Government Open Source Policies [On-line]. 2007.

http://csis.org/files/media/csis/pubs/070820_open_source_policies.pdf

• Lewis, James A. et al. Center for Strategic and International Studies (CSIS). Government Open Source Policies [On-line]. 2008.

http://csis.org/files/media/csis/pubs/0807218_government_opensource_policies.pdf

• Dravis, Paul. InfoDev (World Bank). Open source software: Perspectives for development [On-line]. 2003.

www.infodev.org/en/Document.21.pdf

• Hoe, Nah Soo. UNESCO, APDIP, IOSN. Breaking Barriers: The Potential of Free and Open Source Software for Sustainable Human Development - A
Compilation of Case Studies from Across the World [On-line]. 2006.

http://www.apdip.net/publications/ict4d/BreakingBarriers.pdf

                                                                                                                      Report on the International Status
                                                                                                                               of Open Source Software     121.
• Perl, Jens et al. Estrategia Digital. Uso de Software Libre en el Estado [The State's Use of Open Source Software] [On-line]. 2009.

       http://www.estrategiadigital.gob.cl/node/386

       • Välimäki, Mikko et al. Helsinki University of Technology and Helsinki Institute for Information. An Empirical Look at the Problems of Open Source
       Adoption in Finnish Municipalities [On-line]. (s.a).

       http://www.valimaki.com/org/open_source_municipalities.pdf

       • City Council of Amsterdam. Open Amsterdam. [On-line]. 2007.

       http://www.amsterdam.nl/gemeente/open_amsterdam?ActItmIdt=31460

       • Beukers, Joost. ICTU (Dutch organisation for ICT and e-government). Programme for Open Standards and Open Source Software in Government
       (OSSOS) [On-line]. 2002.

       http://www.ictu.nl/download/OSOSS_English.pdf

       • Ministry of Economic Affairs Holland. The Netherlands in Open Connection [On-line]. (s.a).

       http://appz.ez.nl/publicaties/pdfs/07ET15.pdf

       • Becta. Open Source Software in Schools A study of the spectrum of use and related ICT infrastructure costs [On-line]. 2005.

       http://publications.becta.org.uk/display.cfm?cfid=2610352&cftoken=2ee1413461d6407e-6526F293-BF95-65E8-A7056FC913930B00

       • Abella, A et al. Junta de Extremadura [Regional Government of Extremadura]. Libro Blanco del Software Libre en España (II) [White Paper on Open
       Source Software in Spain (II)] [On-line]. 2004.

       http://creativecommons.org/licenses/by-nc-nd/2.1/es/legalcode.es

       • Bérová, Dana Ministry of Informatics Open Source Software in the Czech Republic [On-line]. 2006.

       http://ec.europa.eu/idabc/servlets/Doc?id=24855

       • Forge, Simon. SCF Associates Ltd. Open source software: Importance for Europe [On-line]. 2004.

       ftp://ftp.cordis.lu/pub/ist/docs/opensourcesoftware-report.pdf

       • Austlid, Heidi Arneses. Norwegian OSS Competence Centre. La Directora de FRIPROG afirma que es muy importante enseñar a los organismos
       públicos cómo reutilizar el Software de Fuente Abierta existente. [The Director of FRIPROG states that it is very important to teach public organisms
       how to reuse existing Open Source Software] [On-line]. 2009.

       http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=184:heidi-arnesen-austlid-directora-de-friprog-afirma-que-
       es-muy-importante-ensenar-a-los-organismos-publicos-como-reutilizar-el-software-de-fuente-abierta-existente-en-su-propio-beneficio-
       &catid=50:entrevistas&Itemid=86



122.   Report on the International Status
       of Open Source Software
• SoftwareLivre@AP Software Livre na Europa [Open Source Software in Europe] [On-line]. 2005.

http://www.softwarelivre.citiap.gov.pt/sw_livre_europa/file.2005-07-07.5625530543

• Ghosh, Rishab Aiyer et al. IDABC OSOR. Guidelines Public procurement and Open Source Software [On-line]. 2008.

http://www.osor.eu/idabc-studies/OSS-procurement-guideline-public-draft-v1%201.pdf

• Ghosh, Rishab Aiyer et al. MERIT, University of Maastricht. Free/Libre and Open Source Software: Policy Support. Results and policy paper from
survey of government authorities [On-line]. 2005.

http://www.flosspols.org/deliverables/FLOSSPOLS-D03%20local%20governments%20survey%20reportFINAL.pdf

• Ghosh, Rishab Aiyer et al. Unisys-MERIT. Study on the effect on the development of the information society of European public bodies making their
own software available as open source [On-line]. 2007.

http://www.zeapartners.org/articles/PS-OSS%20Final%20report.pdf

• Aslett, Matthew. Blog the451group. Open source champions of Europe [On-line]. 2008.

http://blogs.the451group.com/opensource/2008/06/30/open-source-champions-of-europe/

• Ghosh, Rishab Aiyer et al. UNU-MERIT. Study on the: Economic impact of open source software on innovation and the competitiveness of the
Information and Communication Technologies (ICT) sector in the EU [On-line]. 2006.

http://ec.europa.eu/enterprise/ict/policy/doc/2006-11-20-flossimpact.pdf

• Plataformas para Sinergias entre AA.PP. Europeas [Platform for synergies between European Public Administrations]. El Software Libre en las
Administraciones Públicas Europeas: necesidades y soluciones [Open source software in European Public Administrations: needs and solutions [On-
line]. 2007.

http://gsyc.es/~jjamor/research/talks/20070419-Madrid-IDC-Linuxworld-summit.pdf

• Schmitz, Patrice-Emmanuel. IDA, Unisys. Study into the use of Open Source Software in the Public Sector [On-line]. 2001.

http://www.gvpontis.gva.es/fileadmin/conselleria/images/Documentacion/migracionSwAbierto/enlaces_interes/OSS_Parte2_UsoEnEuropa.pdf

• Reina, Daniel. UOC. El uso del software libre en las administraciones públicas de la UE [The use of open source software in public administrations
in the EU] [On-line]. 2005.

http://www.uoc.edu/in3/dt/esp/reina0705.html

• Bierhals, Gregor. IDABC and OSOR. COSS Competence Centre Finland: More than just five guys holding a torch [On-line]. 2009.

http://www.osor.eu/case_studies/docs/IDABC.OSOR.casestudy.COSS.pdf

• Bierhals, Gregor. IDABC and OSOR. Eurostat: Standards and open source software for data interoperability [On-line]. 2009.

http://www.osor.eu/case_studies/docs/IDABC.OSOR.casestudy.Eurostat.pdf

                                                                                                                    Report on the International Status
                                                                                                                             of Open Source Software     123.
• Bierhals, Gregor. IDABC and OSOR. FriKomPort: Sharing code, costs, and benefits [On-line]. 2009.

       http://www.osor.eu/case_studies/docs/IDABC.OSOR.casestudy.FriKomPort.pdf

       • Bierhals, Gregor. IDABC and OSOR. Towards the freedom of the operating system: The French Gendarmerie goes for Ubuntu [On-line]. 2009.

       http://www.osor.eu/case_studies/docs/IDABC.OSOR.casestudy.Gendarmerie.10.pdf

       • Dwojak, Konrad. IDABC and OSOR. Katowice Municipality: saving public money with OpenOffice.org [On-line]. 2008.

       http://www.osor.eu/case_studies/docs/IDABC.OSOR.case-study.Katowice.pdf

       • Gerloff, Karsten IDABC and OSOR. Declaration of Independence: The LiMux Project in Munich [On-line]. 2009.

       http://www.osor.eu/case_studies/docs/IDABC.OSOR.casestudy.LiMux.pdf

       • Bierhals, Gregor. IDABC and OSOR. Breaking the mould: Grosseto develops the OpenPortalGuard eID system [On-line]. 2009.

       http://www.osor.eu/case_studies/docs/IDABC.OSOR.casestudy.OpenPortalGuard.1.0.pdf

       • Di Maio, Andrea. Gartner. The U.K. Government Beefs Up Its Open-Source Policy. [On-line]. 2008.

       www.gartner.com

       • Gerloff, Karsten. IDABC and OSOR. Rock solid: School servers in Powys County, Wales, UK [On-line]. 2008.

       http://www.osor.eu/case_studies/docs/IDABC.OSOR.Case-study.Powys-county.UK.pdf

       • Bierhals, Gregor. IDABC and OSOR. SEXTANTE: A geographic information system for the Spanish region of Extremadura [On-line]. 2009.

       http://www.osor.eu/case_studies/docs/IDABC.OSOR.casestudy.SEXTANTE.pdf

       • Bierhals, Gregor. IDABC and OSOR. Open source on the desktops of the Swiss Federal Court and Federal Administrative Court: Organisational
       challenges [On-line]. 2009.

       http://www.osor.eu/case_studies/open-source-on-the-desktops-of-the-swiss-federal-court-and-federal-administrative-court-organisational-challenges

       • Bierhals, Gregor. IDABC and OSOR. VINGIS: Managing Hungary’s vineyards with Open Source [On-line]. 2009.

       http://www.osor.eu/case_studies/docs/IDABC.OSOR.casestudy.VINGIS.pdf

       • Dwojak, Konrad. IDABC and OSOR. Independent advice: Norway’s Friprog competence centre [On-line]. 2008.

       http://www.osor.eu/case_studies/docs/IDABC-OSOR-casestudy-Friprog-Norway.pdf

       • Gerloff, Karsten. IDABC and OSOR. Building networks: The Mancomún project in Galicia, Spain [On-line]. 2008.

       http://www.osor.eu/case_studies/docs/IDABC.OSOR.casestudy.mancomun.17.pdf




124.   Report on the International Status
       of Open Source Software
• Gerloff, Karsten. IDABC and OSOR. A hub for Open Source: the COKS centre in Slovenia [On-line]. 2008.

http://www.osor.eu/case_studies/docs/COKS.A-hub-for-Open-Source.pdf

• Gerloff, Karsten. IDABC and OSOR. Low-cost high tech: BBC tries out Open Source-based tapeless recording [On-line]. 2008.

http://www.osor.eu/case_studies/docs/bbc-tries-out-open-source-pdf

• Sowe, Sulayman K. IDABC and OSOR. A new kid on the block: The Turkish Pardus Linux Distribution [On-line]. 2008.

http://www.osor.eu/case_studies/docs/OSOR.CaseStudy.PardusGNULinux.pdf


         6.1.5. Africa
• Estepa Nieto, Jesús Javier. University of Granada. Software Libre Para El Desarrollo Del Tercer Mundo [Open Source Software for Third World
Development] [On-line]. 2007.

http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=13

• Lewis, James A. et al. Center for Strategic and International Studies (CSIS). Government Open Source Policies [On-line]. 2007.

http://csis.org/files/media/csis/pubs/070820_open_source_policies.pdf

• Lewis, James A. et al. Center for Strategic and International Studies (CSIS). Government Open Source Policies [On-line]. 2008.

http://csis.org/files/media/csis/pubs/0807218_government_opensource_policies.pdf

• Department of Public Service and Administration of South Africa. Policy on free and open source software use for South African Government [On-line].
2006.

http://www.gossrc.org/geographical/africa/south-africa-1/policy-on-free-and-open-source-software-use-for-south-african-government

• Dravis, Paul. InfoDev (World Bank). Open source software: Perspectives for development [On-line]. 2003.

www.infodev.org/en/Document.21.pdf

• Department of Public Service and Administration of South Africa. Minimum Interoperability Standards (MIOS) for Information Systems in Government
[On-line]. 2007.

http://www.i-gov.org/images/articles/4760/MIOS_V4.1_final.pdf

Hoe, Nah Soo. UNESCO, APDIP, IOSN. Breaking Barriers: The Potential of Free and Open Source Software for Sustainable Human Development - A
Compilation of Case Studies from Across the World [On-line]. 2006.

http://www.apdip.net/publications/ict4d/BreakingBarriers.pdf


                                                                                                                     Report on the International Status
                                                                                                                              of Open Source Software     125.
• Information Technology Officers’ Council of South Africa. Using Open Source Software in the South African Government. A proposed strategy compiled
       by the Government Information Technology Officers’ Council [On-line].2003.

       www.osalliance.com/portfolio/ediscourse/oss_strategy_v3.pdf

       • Vital Wave Consulting. South African Adoption of Open Source [On-line]. 2006.

       http://www.vitalwaveconsulting.com/insights/South-African-Adoption-of-Open-Source.pdf


                6.1.6. Asia
       • Dr. Lee, Der-Tsai Institute of Information Science, Academia Sinica. Country Report from Taiwan on Open Source Software [On-line]. 2003.

       http://www.iis.sinica.edu.tw/~dtlee/OSS_country_report_TWN_0305_03.ppt

       • Lewis, James A. et al. Center for Strategic and International Studies (CSIS). Government Open Source Policies [On-line]. 2007.

       http://csis.org/files/media/csis/pubs/070820_open_source_policies.pdf

       • Lewis, James A. et al. Center for Strategic and International Studies (CSIS). Government Open Source Policies [On-line]. 2008.

       http://csis.org/files/media/csis/pubs/0807218_government_opensource_policies.pdf

       • Pan, Guohua y Bonk, Curtis J. MacEwan College (Canada) and Indiana University (USA). The Emergence of Open-Source Software in China [On-
       line]. 2007.

       http://www.eric.ed.gov/ERICDocs/data/ericdocs2sql/content_storage_01/0000019b/80/3e/3a/1d.pdf

       • Estepa Nieto, Jesús Javier. University of Granada. Software Libre Para El Desarrollo Del Tercer Mundo [Open source Software for Third World
       Development] [On-line]. 2007.

       http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=13

       • Dravis, Paul. InfoDev (World Bank). Open source software: Perspectives for development [On-line]. 2003.

       www.infodev.org/en/Document.21.pdf

       • Hoe, Nah Soo. UNESCO, APDIP, IOSN. Breaking Barriers: The Potential of Free and Open Source Software for Sustainable Human Development - A
       Compilation of Case Studies from Across the World [On-line]. 2006.

       http://www.apdip.net/publications/ict4d/BreakingBarriers.pdf

       • Koh, Kern. Korea OSS Promotion Forum. Open Source Software Perspective in Korea [On-line]. 2006.

       http://www.ipa.go.jp/software/open/forum/north_asia/download/5thNEAForum/061122_K-3.pdf




126.   Report on the International Status
       of Open Source Software
• Khansari, Mohammad. Centro de Investigación Avanzada en Tecnologías de la Información y la Comunicación (AICTC) [Centre for Advanced Research
on Information and Communication Technologies]. Dr. Mohammad Khansari, former Director of the National GNU/Linux Project in the Islamic Republic
of Iran shares his experience with CENATIC. [On-line]. 2009.

http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=341:dr-mohammad-khansari-director-del-proyecto-nacional-de-
gnulinux-de-la-republica-islamica-de-iran-comparte-con-cenatic-su-experiencia&catid=50:entrevistas&Itemid=86

• King Ing, Tan. Open Code Software Competence Centre in Malaysia. The Director of MAMPU (Malaysia) shares her intense activity to promote Open
Source Software with CENATIC. [On-line]. 2009.

http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=322:la-directora-de-mampu-malasia-comparte-con-cenatic-su-intensa-
actividad-de-promocion-del-software-de-fuentes-abiertas&catid=50:entrevistas&Itemid=86

• Huang, Hai Hong. Gartner. Open Source in China, 2008 [On-line]. 2008.

www.gartner.com

• Iyengar, Partha. Gartner. Open Source in India, 2008 [On-line]. 2008.

www.gartner.com

• Aoyama, Hiroko and Iijima, Kimihiko. Gartner. Open Source in Japan, 2008 [On-line]. 2008.

www.gartner.com


         6.1.7. Oceania-Australia
• Lewis, James A. et al. Center for Strategic and International Studies (CSIS). Government Open Source Policies [On-line]. 2007.

http://csis.org/files/media/csis/pubs/070820_open_source_policies.pdf

• Lewis, James A. et al. Center for Strategic and International Studies (CSIS). Government Open Source Policies [On-line]. 2008.

http://csis.org/files/media/csis/pubs/0807218_government_opensource_policies.pdf

• Estepa Nieto, Jesús Javier. University of Granada. Software Libre Para El Desarrollo Del Tercer Mundo [Open Source Software for Third World
Development] [On-line]. 2007.

http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=13

• Dravis, Paul. InfoDev (World Bank). Open source software: Perspectives for development [On-line]. 2003.

www.infodev.org/en/Document.21.pdf


                                                                                                                    Report on the International Status
                                                                                                                             of Open Source Software     127.
6.2. Private Sector
                6.2.1. Introduction
       • Perl, Jens et al. Estrategia Digital. Manual de Uso de Software Libre [Manual for Open Source Software Use] [On-line].

       http://www.estrategiadigital.gob.cl/node/386

       • Skok, Michael. North Bridge Venture Partners. The Future of Open Source: Exploring the Investments, Innovations, Applications, Opportunities and
       Threats [On-line]. 2008.

       http://acquia.com/files/osbc2008nbvpsurvey.pdf

       • Feinberg, Donald. Gartner. The Growing Maturity of Open-Source Database Management Systems [On-line]. 2008.

       www.gartner.com

       • Driver, Mark. Gartner. Predicts 2009: The Evolving Open-Source Software Model [On-line]. 2008.

       www.gartner.com

       • Myllärniemi, Jussi. COSS. Structures and operations of open source value networks [On-line]. 2007.

       http://www.coss.fi/ossi

       • Di Maio, Andrea and Drakos, Nikos. Gartner. How Open Source is changing the shape of IT [On-line]. 2008.

       www.gartner.com

       • McKendrick, Joe. IOUG (Independent Oracle Users Group). Open source in the enterprise [On-line]. 2007.

       http://www.ioug.org/IOUG_Open_Source_07.pdf

       • Infoworld. Open Source management: Trends, Requirements and Future Needs for the Open Source Enterprise [On-line]. (s.a).

       http://www.infoworld.com/pdf/whitepaper/InfoWorld_Open_Source_Management.pdf

       • Von Rotz, Bruno and Gynn, Dave. Optaros. Open source in the enterprise [On-line]. 2008.

       http://files.optaros.com/Optaros%20White%20Paper%20-%20Open%20Source%20in%20the%20Enterprise%20_October%202008__EN.pdf

       • Grandchamp, Steven. Open Logic - Linux Magazine. The Evolution of Open Source [On-line]. 2006.

       http://go.openlogic.com/pages/start/download-white-papers/index.html?Campaign_Id=1301&Activity_Id=2861&rsc=EvolutionOfOpenSource.pdf




128.   Report on the International Status
       of Open Source Software
• Shreves, Ric. Water & Stone. Open Source CMS Market Share [On-line]. 2008.

http://www.waterandstone.com/downloads/2008OpenSourceCMSMarketSurvey.pdf

• Gustafson, Paul and Koff, William. CSC Leading Edge Forum. Open Source: Open to business [On-line]. 2004.

http://www.csc.com/aboutus/leadingedgeforum/knowledgelibrary/uploads/1142_1.pdf [Consulta: 3 jun. 2009].

• Noonan, Douglas S. et al. Red Hat. Open Source Software Potential Index (OSPI) [On-line]. 2008.

http://www.redhat.com/about/where-is-open-source/activity/

• Moon, Nathan W. et al. Center for Advanced Communications Policy at the Georgia Institute of Technology. Adoption and Use of Open Source
Software: Preliminary Literature Review [On-line]. 2008.

http://www.redhat.com/about/where-is-open-source/activity/



         6.2.2. North America
• e-Cology. Open Source Business Opportunities for Canada’s Information and Communications Technology Sector [On-line]. 2003.

http://www.e-cology.ca/canfloss/report/CANfloss_Report.pdf

• Actuate. Actuate: Annual Open Source Survey [On-line]. 2008.

http://www.actuate.com/OpenSourceSurvey2008

• Forrester. Open Source Software’s Expanding Role in the Enterprise [On-line]. 2007.

http://www1.unisys.com:8081/eprise/main/admin/corporate/doc/Forrester_research-open_source_buying_behaviors.pdf

• Actuate. Actuate: 07 Open Source Survey [On-line]. 2007.

http://www.actuate.com/info/os07survey/

• Think Tank 2007. Open Source Think Tank: The Future of Commercial Open Source [On-line]. 2007.

http://thinktank.olliancegroup.com/ostt2007report.pdf

• Walli, Stephen et al. Optaros. The Growth of Open Source Software in Organizations [On-line]. 2005.

http://ncpp.ru/e-commerce2/3.Training.course/Day.6.Various.applications/2.Readings/Optaros_Growth_of_OSS_090706.pdf



                                                                                                               Report on the International Status
                                                                                                                        of Open Source Software     129.
6.2.3. Latin America
       • Zúñiga, Lena. Bellanet International Secretariat, Latin America and the Caribbean. El software libre y las perspectivas para el desarrollo en América
       Latina y el Caribe [Open source software and perspectives for development in Latin America and the Caribbean [On-line]. 2004.

       http://www.mentores.net/Portals/2/mentores_net_sabemos_software_libre.pdf

       • Romero Lagos, José Luis. Linux Maya Honduras. La difusión del software libre en Honduras a través de Linux Maya [The diffusion of open source
       software in Honduras through Linux Maya] [On-line]. 2009.

       http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=387:linux-maya-honduras&catid=50:entrevistas&Itemid=86

       • Stefanuto, Giancarlo Nuti et al. Softex. Impacto de Software Libre y de Código Abierto en la Industria de Software de Brasil [Impact of Open Source
       Software and Open Code on the Software Industry in Brazil] [On-line]. 2005.

       http://observatorio.cenatic.es/index.php?option=com_rubberdoc&view=doc&id=11&format=raw

       • Mannila, Marko. Hyper MediaLab. Free and Open Source Software: Approaches in Brazil and Argentina [On-line]. 2005.

       http://www.uta.fi/hyper/julkaisut/b/mannila-2005.pdf


                6.2.4. Europe
       • Actuate. Actuate: Annual Open Source Survey [On-line]. 2008.

       http://www.actuate.com/OpenSourceSurvey2008

       • Think Tank 2007. Open Source Think Tank: The Future of Commercial Open Source [On-line]. 2007.

       http://thinktank.olliancegroup.com/ostt2007report.pdf

       • Forrester. Open Source Software’s Expanding Role in the Enterprise [On-line]. 2007.

       http://www1.unisys.com:8081/eprise/main/admin/corporate/doc/Forrester_research-open_source_buying_behaviors.pdf

       • Baptista Diogo et al. Associação para a Promoção e Desenvolvimento da Sociedade da Informação (APDSI). Open source software: Que oportunidades
       em Portugal? [Open Source Software: What are the opportunities in Portugal?] [On-line]. 2004.

       http://www.softwarelivre.citiap.gov.pt/Documentacao/Folder.2004-05-06.4081126526/file.2004-09-24.3573853069

       • Forrester. Open Source Paves The Way For The Next Generation Of Enterprise IT [On-line]. 2008.

       https://fossbazaar.org/content/open-source-paves-way-next-generation-enterprise-it



130.   Report on the International Status
       of Open Source Software
• Ghosh, Rishab Aiyer et al. UNU-MERIT. Study on the: Economic impact of open source software on innovation and the competitiveness of the
Information and Communication Technologies (ICT) sector in the EU [On-line]. 2006.

http://ec.europa.eu/enterprise/ict/policy/doc/2006-11-20-flossimpact.pdf

• Actuate. Actuate: 07 Open Source Survey [On-line]. 2007.

http://www.actuate.com/info/os07survey/

• Bierhals, Gregor. IDABC and OSOR. COSS Competence Centre Finland: More than just five guys holding a torch [On-line]. 2009.

http://www.osor.eu/case_studies/docs/IDABC.OSOR.casestudy.COSS.pdf

• Abella, A et al. Junta de Extremadura [Regional Government of Extremadura]. Libro Blanco del Software Libre en España (II) [White Paper on Open
Source Software in Spain (II)] [On-line]. 2004.

http://creativecommons.org/licenses/by-nc-nd/2.1/es/legalcode.es

• Arriba de, Alberto. Fornax Platform – Sculptor. Interview with Alberto de Arriba, Developer of the Fornax Platform – Sculptor [On-line]. 2009.

http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=401:entrevista-con-alberto-de-arriba-desarrollador-de-fornax-platform-
sculptor&catid=50:entrevistas&Itemid=86

• INE. Porcentaje de uso de sistemas operativos de código abierto en las empresas por tamaño y sector de actividad 2007-2008 [Percentage of open
code operating system used in companies by size and activity sector 2007-2008 [On-line]. 2009.

http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=136:porcentaje-de-uso-de-sistemas-operativos-de-codigo-abierto-en-
las-empresas-por-tamano-y-sector-de-actividad-2007-2008&catid=19:empresas&Itemid=73

• Ramón Sánchez, Ramón. Iniciativa Focus. Iniciativa Focus comparte su experiencia participativa en la promoción del Conocimiento Libre y las
Tecnologías de Fuentes Abiertas [Iniciativa Focus shares its experience participating in the promotion of Free Knowledge and Open Source Technologies]
[On-line]. 2009.

http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=386:modelo-entrevistas&catid=50:entrevistas&Itemid=86

• Valor, Profs. Josep et al. ebCenter, IESE, UPF. Criterios de adopción de las tecnologías de información y comunicación [Adoption criteria for information
and communications technologies] [On-line]. 2005.

http://www.iese.edu/research/pdfs/ESTUDIO-24.pdf

• INE. Porcentaje de uso del ordenador y uso o conocimiento del sistema operativo Linux, según ocupación principal [Percentage of computer use and
use or knowledge of the Linux operating system, by main occupation] [On-line]. 2007.

http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=163:porcentaje-de-uso-del-ordenador-y-uso-o-conocimiento-del-
sistema-operativo-linux-segun-ocupacion-principal-2007&catid=17:ciudadania&Itemid=73


                                                                                                                         Report on the International Status
                                                                                                                                  of Open Source Software     131.
• Luque, Rafael Penteo. ITC Analyst. ¿Puede Open Source ayudarme a salvar mi presupuesto TIC de crisis? [Can Open Source help me rescue my
       crisis ICT budget?] [On-line]. 2008.

       http://portal2.penteo.com/searchcenter/Paginas/Results.aspx?k=%C2%BFPuede%20Open%20Source%20ayudarme%20a%20salvar%20mi%20
       presupuesto%20TIC%20de%20crisis%3F&s=Todos%20los%20sitios

       • Airbus Open source and embedded software development for avionics [On-line]. 2008.

       https://www.artemisia-association.org/downloads/SYLVIE_ROBERT_AC_2007.pdf

       • Tebbens, Wouter. Free Knowledge Institute (FKI). Wouter Tebbens, President of the Free Knowledge Institute, introduces us to the current Open
       Source Software situation in Holland [On-line]. 2009.

       http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=271:wouter-tebbens-presidente-de-free-knowledge-institute-nos-
       acerca-a-la-realidad-holandesa-del-software-de-fuentes-abiertas&catid=50:entrevistas&Itemid=86

       • Forfás. Open Source Trends and Business Models [On-line]. 2006.

       http://www.forfas.ie/publication/search.jsp?ft=/publications/2006/Title,759,en.php

       • Quintal, Lucio Madeira. Tecnopolo. Interview with Lucio Quintal, Projects Director at Madeira Tecnopolo, Portugal. [On-line]. 2009.

       http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=318:entrevista-a-lucio-quintal-director-de-proyectos-de-madeira-
       tecnopolo-portugal&catid=50:entrevistas&Itemid=86

       • Mertz, Sharon A. and Wurster, Laurie F. Gartner. Open Source in Russia, 2008 [On-line]. 2008.

       www.gartner.com


                6.2.5. Africa
       • Think Tank 2007. Open Source Think Tank: The Future of Commercial Open Source [On-line]. 2007.

       http://thinktank.olliancegroup.com/ostt2007report.pdf

       • Vital Wave Consulting. South African Adoption of Open Source [On-line]. 2006.

       http://www.vitalwaveconsulting.com/insights/South-African-Adoption-of-Open-Source.pdf


                6.2.6. Asia
       • Dr. Lee, Der-Tsai Institute of Information Science, Academia Sinica. Country Report from Taiwan on Open Source Software [On-line]. 2003.

       http://www.iis.sinica.edu.tw/~dtlee/OSS_country_report_TWN_0305_03.ppt




132.   Report on the International Status
       of Open Source Software
• Pan, Guohua and Bonk, Curtis J. MacEwan College (Canada) and Indiana University (USA). The Emergence of Open-Source Software in China [On-
line]. 2007.

http://www.eric.ed.gov/ERICDocs/data/ericdocs2sql/content_storage_01/0000019b/80/3e/3a/1d.pdf

• Think Tank 2007. Open Source Think Tank: The Future of Commercial Open Source [On-line]. 2007.

http://thinktank.olliancegroup.com/ostt2007report.pdf

• Sola, Javier. KhmerOS from Cambodia's Open Institute. Javier Sola introduces the KhmerOS project to improve economic development options in
Cambodia [On-line]. 2009.

http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=199:javier-sola-nos-careca-al-proyecto-khmeros-para-la-mejora-de-
las-posibilidades-de-desarrollo-economico-de-camboya&catid=50:entrevistas&Itemid=86

• Hong Kong Productivity Council. Open Source Software Adoption in Hong Kong [On-line]. 2004.

http://www.hkpc.org/html/eng/industry_survey/doc/OpenSource.pdf

• Ahmed, Jamil. Ankur ICT Development Foundation. If we are able to adapt Open Source Software to our language, this will increase the acceptance
of technology. [On-line]. 2009.

http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=417:si-conseguimos-adaptar-el-software-de-fuentes-abiertas-a-
nuestro-idioma-aumentara-la-aceptacion-de-la-tecnologia&catid=50:entrevistas&Itemid=86

• King Ing, Tan. Open Code Software Competence Centre in Malaysia. The Director of MAMPU (Malaysia) shares her intense activity to promote Open
Source Software with CENATIC. [On-line]. 2009.

http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=322:la-directora-de-mampu-malasia-comparte-con-cenatic-su-intensa-
actividad-de-promocion-del-software-de-fuentes-abiertas&catid=50:entrevistas&Itemid=86

• Souphavanh, Anousak. Lao Open Source. The Chief Technology Advisor of the Lao Open Source project is interviewed by the ONSFA [On-line].
2009.

http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=348:el-asesor-jefe-tecnologico-de-lao-open-source-se-entrevista-con-
el-onsfa&catid=50:entrevistas&Itemid=86

• Huang, Hai Hong. Gartner. Open Source in China, 2008 [On-line]. 2008.

www.gartner.com

• Iyengar, Partha. Gartner. Open Source in India, 2008 [On-line]. 2008.

www.gartner.com

• Aoyama, Hiroko and Iijima, Kimihiko. Gartner. Open Source in Japan, 2008 [On-line]. 2008. <

www.gartner.com

                                                                                                                 Report on the International Status
                                                                                                                          of Open Source Software     133.
6.2.7. Oceania-Australia
       • Zymaris, Con. Open Source Victoria and Co-founder of the OSIA. Open Sources increase acceptance of interoperability standards in technology.
       [On-line]. 2009.

       http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=406:las-fuentes-abiertas-aumentan-la-aceptacion-de-los-estandares-
       interoperables-en-la-tecnologia&catid=50:entrevistas&Itemid=86

       • Open Source Tasmania. Open Source Business Opportunities for Tasmania [On-line]. (s.a).

       http://frost.dpiwe.tas.gov.au/cgi-bin/survey.cgi

       • Waugh Partners. The Australian Open Source Industry & Community Report 2008 [On-line]. 2008.

       census.waughpartners.com.au/census-report-2008-r1.pdf




       6.3. Universities and R&D Centres
                6.3.1. Introduction
       • Wheeler, Brad. Educase. Open Source 2007 How did This Happen? [On-line]. 2004.

       http://net.educause.edu/ir/library/pdf/ERM0440.pdf



                6.3.2. North America
       • Kegel, Dan. Kegel. The case for Linux in Universities [On-line]. 2002.

       http://www.kegel.com/linux/edu/case.html



                6.3.3. Latin America
       • Zúñiga, Lena. Bellanet International Secretariat, Latin America and the Caribbean. El software libre y las perspectivas para el desarrollo en América
       Latina y el Caribe [Open source software and perspectives for development in Latin America and the Caribbean [On-line]. 2004.

       http://www.mentores.net/Portals/2/mentores_net_sabemos_software_libre.pdf




134.   Report on the International Status
       of Open Source Software
6.3.4. Europe
• A. Abella and M.A. Segovia. Libro Blanco del Software Libre en España (II) [White Paper on Open Source Software in Spain (II)] [On-line]. 2004.

http://www.libroblanco.com/document/II_libroblanco_del_software_libre.pdf

• Rodríguez Sevilla, Samuel. Linux user group at Carlos III University in Madrid. The Linux user group at the Carlos III University in Madrid (GUL-uc3m)
share their work with ONSFA. [On-line]. 2009.

http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=432:grupo-de-usuarios-de-linux-de-la-universidad-carlos-iii-de-madrid-
gul-uc3m-comparte-su-trabajo-con-el-onsfa&catid=50:entrevistas&Itemid=86

• Mertz, Sharon A. and Wurster, Laurie F. Gartner. Open Source in Russia, 2008 [On-line]. 2008.

www.gartner.com



         6.3.5. Africa
• Inwent. FOSSFA and Inwent launching first regional course on Business and Open Source in Johannesburg [On-line]. 2009.

http://www.inwent.org/portal/internationale_zusammenarbeit/aktuelles/154633/index.php.en

• Vital Wave Consulting. South African Adoption of Open Source [On-line]. 2006.

http://www.vitalwaveconsulting.com/insights/South-African-Adoption-of-Open-Source.pdf



         6.3.6. Asia
• Dr. Lee, Der-Tsai Institute of Information Science, Academia Sinica. Country Report from Taiwan on Open Source Software [On-line]. 2003.

http://www.iis.sinica.edu.tw/~dtlee/OSS_country_report_TWN_0305_03.ppt

• Koh, Kern. Korea OSS Promotion Forum. Open Source Software Perspective in Korea [On-line]. 2006.

http://www.ipa.go.jp/software/open/forum/north_asia/download/5thNEAForum/061122_K-3.pdf

• Huang, Hai Hong. Gartner. Open Source in China, 2008 [On-line]. 2008.

www.gartner.com

• Iyengar, Partha. Gartner. Open Source in India, 2008 [On-line]. 2008.

www.gartner.com



                                                                                                                       Report on the International Status
                                                                                                                                of Open Source Software     135.
6.3.7. Oceania-Australia
       • Waugh Partners. The Australian Open Source Industry & Community Report 2008 [On-line]. 2008.

       http://census.waughpartners.com.au/census-report-2008-r1.pdf




       6.4. OSS Communities
                6.4.1. Introduction
       • Di Maio, Andrea and Drakos, Nikos. Gartner. How Open Source is changing the shape of IT [On-line]. 2008.

       www.gartner.com

       • Helander, Nina et al. COSS. Open Source Software management framework [On-line]. 2007.

       http://www.coss.fi/ossi

       • Myllärniemi, Jussi. COSS. Structures and operations of open source value networks [On-line]. 2007.

       http://www.coss.fi/ossi

       • Von Rotz, Bruno and Gynn, Dave. Optaros. Open source in the enterprise [On-line]. 2008.

       http://files.optaros.com/Optaros%20White%20Paper%20-%20Open%20Source%20in%20the%20Enterprise%20_October%202008__EN.pdf

       • De Paoli, Stefano and D’Andrea, Vincenzo. University of Trento How artefacts rule web based communities [On-line]. (s.a).

       http://opensource.mit.edu/papers/HowArtifactRuleWebBasedCommunities.pdf

       • Driver, Mark. Gartner. Community Is the Key to Open Source Success [On-line]. 2008.

       http://www.gartner.com/DisplayDocument?doc_cd=161442&ref=g_rss



                6.4.2. North America
       • E-Cology. Open Source Business Opportunities for Canada’s Information and Communications Technology Sector [On-line]. 2003.

       http://www.e-cology.ca/canfloss/report/CANfloss_Report.pdf




136.   Report on the International Status
       of Open Source Software
6.4.3. Latin America
• Stefanuto, Giancarlo Nuti et al. Softex. Impacto de Software Libre y de Código Abierto en la Industria de Software de Brasil [Impact of Open Source
Software and Open Code on the Software Industry in Brazil] [On-line]. 2005.

http://observatorio.cenatic.es/index.php?option=com_rubberdoc&view=doc&id=11&format=raw

• Ramírez, Andrés. Linux in Costa Rica. The Linux Costa Rica Community tells us about their experience with the open source software "allende los
mares" [On-line]. 2009.

http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=379:la-comunidad-linux-costa-rica-nos-cuenta-su-experiencia-allende-
los-mares&catid=50:entrevistas&Itemid=86

• Cárcamo Mejía, Marvin Eduardo. Linux Guatemala. The president of Guatelinux tells us about his community [On-line]. 2009.

http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=384:marvin&catid=50:entrevistas&Itemid=86

• Zúñiga, Lena. Centro Internacional de Investigaciones para el Desarrollo [International Development Research Centre]. Voces libres de los campos
digitales [Free voices in the digital fields] [On-line]. 2007.

http://www.sulabatsu.com/voces/Documentos/voces.pdf


         6.4.4. Europe
• Ferrer Matoses, Pedro Juan. Comunidad Hispanohablante de OSGeo [Spanish-speaking OSGeo community]. The local chapter of the Spanish-
speaking OSGeo community shares its intense activity with the ONSFA. [On-line]. 2009.

http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=433:el-capitulo-local-de-la-comunidad-hispanohablante-de-osgeo-
comparte-su-intensa-actividad-con-el-onsfa&catid=50:entrevistas&Itemid=86

• Rodríguez Sevilla, Samuel. Linux user group at Carlos III University in Madrid. The Linux user group at the Carlos III University in Madrid (GUL-uc3m)
share their work with ONSFA. [On-line]. 2009.

http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=432:grupo-de-usuarios-de-linux-de-la-universidad-carlos-iii-de-madrid-
gul-uc3m-comparte-su-trabajo-con-el-onsfa&catid=50:entrevistas&Itemid=86

• Moratalla Moreno, Alfonso. Asociación de Linux Albacete [Linux Albacete Association]. The Albacete Linux Association shares its activities with the
ONSFA [On-line]. 2009.

http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=380:la-asociacion-linux-albacete-comparte-con-el-onsfa-sus-actividad
es&catid=50:entrevistas&Itemid=86

• Astals Cid, Albert. KDE España. KDE Spain participates in a series of interviews with the Open Source Software Community. [On-line]. 2009.

http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=376:albert-astals-cid-presidente-de-kde-espana-inagura-la-serie-de-
entrevistas-con-la-comunidad-de-sl&catid=50:entrevistas&Itemid=86

• Fuentes de la Cruz, Luis Miguel. Asociación de Usuarios de Linux de la Comunidad Valenciana (VALUX). Valencian Community Linux Users Association
(VALUX) [On-line]. 2009.

                                                                                                                       Report on the International Status
                                                                                                                                of Open Source Software     137.
http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=434:asociacion-de-usuarios-de-linux-de-la-comunidad-valenciana-valu
       x&catid=50:entrevistas&Itemid=86

       • Rodríguez García, Pablo. Grupo de Amigos de Linux de Pontevedra. GALPon – Pontevedra Friends of Linux Group shares its experience in promoting
       open source software [On-line]. 2009.

       http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=385:galpon-grupo-de-amigos-de-linux-de-pontevedra&catid=50:entrev
       istas&Itemid=86

       • Otero Quintana, Abraham. JavaHispano. Interview with Abraham Otero, President of javaHispano [On-line]. 2009.

       http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=394:entrevista-con-abraham-otero-presidente-de-javahispano-
       &catid=50:entrevistas&Itemid=86

       • Díaz Díaz, José Ángel. GNOME Hispano. GNOME Hispano, un lugar en la red donde el proyecto GNOME se acerca a los usuarios hispanohablantes
       [GNOME Hispano, a place on the Internet that brings the GNOME project to Spanish-speaking users [On-line]. 2009.

       http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=378:gnome-hispano-un-lugar-en-la-red-donde-el-proyecto-gnome-se-
       acerca-a-los-usuarios-hispanohablantes-&catid=50:entrevistas&Itemid=86



                6.4.5. Africa
       • Vital Wave Consulting. South African Adoption of Open Source [On-line]. 2006.

       http://www.vitalwaveconsulting.com/insights/South-African-Adoption-of-Open-Source.pdf



                6.4.6. Asia
       • Dr. Lee, Der-Tsai Institute of Information Science, Academia Sinica. Country Report from Taiwan on Open Source Software [On-line]. 2003.

       http://www.iis.sinica.edu.tw/~dtlee/OSS_country_report_TWN_0305_03.ppt

       • Koh, Kern. Korea OSS Promotion Forum. Open Source Software Perspective in Korea [On-line]. 2006.

       http://www.ipa.go.jp/software/open/forum/north_asia/download/5thNEAForum/061122_K-3.pdf

       • Huang, Hai Hong. Gartner. Open Source in China, 2008 [On-line]. 2008.

       www.gartner.com

       • Aoyama, Hiroko and Iijima, Kimihiko. Gartner. Open Source in Japan, 2008 [On-line]. 2008.

       www.gartner.com



138.   Report on the International Status
       of Open Source Software
6.4.7. Oceania-Australia
• Waugh Partners. The Australian Open Source Industry & Community Report 2008 [On-line]. 2008.

http://census.waughpartners.com.au/census-report-2008-r1.pdf




6.5. Technologies
• Forrester. Open Source Software’s Expanding Role in the Enterprise [On-line]. 2007.

http://www1.unisys.com:8081/eprise/main/admin/corporate/doc/Forrester_research-open_source_buying_behaviors.pdf

• Forrester. Open Source Paves The Way For The Next Generation Of Enterprise IT [On-line]. 2008.

https://fossbazaar.org/content/open-source-paves-way-next-generation-enterprise-it

• Maoz, Michael. Gartner. Open Source in the CRM Application Market, 2008 [On-line] 2008.

www.gartner.com

• Jones, Nick. Gartner. Open Source in Mobile Computing, 2008 [On-line]. 2008.

www.gartner.com

• Woods, Jeff. Gartner. Open Source in ERP, 2008 [On-line]. 2008.

www.gartner.com

• Leong, Lydia. Gartner. Open Source in Web Hosting, 2008 [On-line]. 2008.

www.gartner.com

• Desisto, Robert P. Gartner. Open Source in SaaS, 2008 [On-line]. 2008.

www.gartner.com

• Natis, Yefim V. Gartner. Open Source in the Application Server Market, 2008 [On-line]. 2008.

www.gartner.com

• Drobik, Alexander. Gartner. Open-Source Software in CRM, ERP and SCM Business Applications, 2008 [On-line]. 2008.

www.gartner.com

• Silver, Michael A. Gartner. Open Source on the Desktop, 2008 [On-line]. 2008.

www.gartner.com



                                                                                                               Report on the International Status
                                                                                                                        of Open Source Software     139.
• Weiss, George J. Gartner. Open-Source Software in the Server OS Market, 2008: The State of Linux [On-line]. 2008.

       www.gartner.com

       • Feinberg, Donald. Gartner. Open Source in Database Management Systems, 2008 [On-line]. 2008.

       www.gartner.com

       • Young, Greg. Gartner. Open Source in Security, 2008 [On-line]. 2008.

       www.gartner.com

       • Huang, Hai Hong. Gartner. Open Source in China, 2008 [On-line]. 2008.

       www.gartner.com

       • Iyengar, Partha. Gartner. Open Source in India, 2008 [On-line]. 2008.

       www.gartner.com

       • Mertz, Sharon A. and Wurster, Laurie F. Gartner. Open Source in Russia, 2008 [On-line]. 2008.

       www.gartner.com

       • Jones, Teresa. Gartner. Open Source in Europe, 2008 [On-line]. 2008.

       www.gartner.com

       • Aoyama, Hiroko and Iijima, Kimihiko. Gartner. Open Source in Japan, 2008 [On-line]. 2008.

       www.gartner.com

       • INE. Porcentaje de uso del ordenador y uso o conocimiento del sistema operativo Linux, según ocupación principal [Percentage of computer use and
       use or knowledge of the Linux operating system, by main occupation] [On-line]. 2007.

       http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=163:porcentaje-de-uso-del-ordenador-y-uso-o-conocimiento-del-
       sistema-operativo-linux-segun-ocupacion-principal-2007&catid=17:ciudadania&Itemid=73

       • Walli, Stephen et al. Optaros. The Growth of Open Source Software in Organizations [On-line]. 2005.

       http://ncpp.ru/e commerce2/3.Training.course/Day.6.Various.applications/2.Readings/Optaros_Growth_of_OSS_090706.pdf

       • Shreves, Ric. Water & Stone. Open Source CMS Market Share [On-line]. 2008.

       http://www.waterandstone.com/downloads/2008OpenSourceCMSMarketSurvey.pdf

       • INE. Porcentaje de uso de sistemas operativos de código abierto en las empresas por tamaño y sector de actividad 2007-2008 [Percentage of open
       code operating system use in companies by size and activity sector 2007-2008 [On-line]. 2009.




140.   Report on the International Status
       of Open Source Software
http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=136:porcentaje-de-uso-de-sistemas-operativos-de-codigo-abierto-en-
las-empresas-por-tamano-y-sector-de-actividad-2007-2008&catid=19:empresas&Itemid=73

• Pentaho. Open Source BI [On-line]. 2006.

http://www.bi-spain.com/articulo/69211/open-source-software-libre/otros/estudio-sobre-la-conveniencia-o-no-del-business-intelligence-open-source-
por-ventana-research

• Islabit. La mayoría de las supercomputadoras del mundo usan LINUX [Most supercomputers in the world use LINUX] [On-line]. 2009.

http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=468:la-mayoria-de-las-supercomputadoras-del-mundo-usan-linux&cati
d=54:tecnologia&Itemid=62

• Curto Díaz, Josep. ICNET Consulting. Adoption and Usage Survey: Open Source Business Intelligence and Reporting [On-line]. (s.a).

http://www.beyeresearch.com/study/10501

• McKendrick, Joe. IOUG (Independent Oracle Users Group). Open source in the enterprise [On-line]. 2007.

http://www.ioug.org/IOUG_Open_Source_07.pdf

• Di Maio, Andrea and Drakos, Nikos. Gartner. How Open Source is changing the shape of IT [On-line]. 2008.

www.gartner.com




6.6. Legal
• Walli, Stephen. Optaros. Open Source Legal Risk Management in the Enterprise, Version 1.2 [On-line]. 2006.

http://www.ncpp.ru/e-commerce2/3.Training.course/Day.6.Various.applications/2.Readings/Optaros_FOSS_Risk_Mgmt_SWalli_090706.pdf

• Stefanuto, Giancarlo Nuti et al. Softex. Impacto de Software Libre y de Código Abierto en la Industria de Software de Brasil [Impact of Open Source
Software and Open Code on the Software Industry in Brazil] [On-line]. 2005.

http://observatorio.cenatic.es/index.php?option=com_rubberdoc&view=doc&id=11&format=raw

• Revilla, Francisco. Cybercurse. Estudio comparativo de las diferencias entre las licencias de los dos sistemas operativos más extendidos [Comparative
study of the differences between licenses for the two most used operating systems] [On-line]. 2009.

http://www.smh.com.au/articles/2003/04/24/1050777342086.html

• Walli, Stephen. Optaros. Understanding Free and Open Source Licenses, Version 2.1 [On-line]. 2006.

http://www.ncpp.ru/e-commerce2/3.Training.course/Day.6.Various.applications/2.Readings/Optaros_Und_FOSS_Lic_SWalli_Part%20II_090706.pdf


                                                                                                                      Report on the International Status
                                                                                                                               of Open Source Software     141.
• Think Tank 2007. Open Source Think Tank: The Future of Commercial Open Source [On-line]. 2007.

       http://thinktank.olliancegroup.com/ostt2007report.pdf




       6.7. Information society
       • Ghosh, Rishab Aiyer et al. Unisys-MERIT. Study on the effect on the development of the information society of European public bodies making their
       own software available as open source [On-line]. 2007.

       http://www.zeapartners.org/articles/PS-OSS%20Final%20report.pdf

       • Eurostat. i2010 Benchmarking Framework [On-line]. 2005.

       http://ec.europa.eu/information_society/eeurope/i2010/benchmarking/index_en.htm

       • Commission of the European Communities. Benchmarking i2010: Progress and Fragmentation in the European Information Society [On-line]. 2008.
       http://ec.europa.eu/information_society/eeurope/i2010/docs/annual_report/2008/sec_2008_470_Vol_1.pdf

       • Commission of the European Communities i2010 - List of actions [On-line]. 2008.

       http://ec.europa.eu/information_society/eeurope/i2010/docs/annual_report/2008/sec_2008_470_Vol_2.pdf

       • Commission of the European Communities. ICT Country Profiles [On-line]. 2008.

       http://ec.europa.eu/information_society/eeurope/i2010/docs/annual_report/2008/sec_2008_470_Vol_3.pdf

       • UNDP (United Nations Development Programme). Report on Human Development [On-line]. 2001.

       http://hdr.undp.org/en/media/HDR_2001_ES.pdf

       • Dutta, Soumitra and Mia, Irene. The Global Information Technology Report 2008-2009 [On-line]. 2008.

       http://www.insead.edu/v1/gitr/wef/main/fullreport/index.html

       • United Nations. World Public Sector Report 2003: E-Government at the Crossroads [On-line]. 2003.

       http://unpan1.un.org/intradoc/groups/public/documents/UN/UNPAN012733.pdf

       • Economist Intelligence Unit. E-readiness rankings 2009: The usage imperative [On-line]. 2009.

       http://graphics.eiu.com/pdf/E-readiness%20rankings.pdf




142.   Report on the International Status
       of Open Source Software
• Morgan Stanley. Internet, Technology, Media & Telecom Global TMT Market Sizing: Emerging Markets Have Finally Emerged [On-line]. 2006.

http://www.morganstanley.com/institutional/techresearch/pdfs/tmt032306.pdf

• ITU, UNCTAD and KADO. The Digital Opportunity Index (DOI) [On-line]. 2007

http://www.itu.int/ITU-D/ict/doi/material/WISR07-chapter3.pdf

• Spanish Ministry of Industry, Tourism and Trade. Red.es. Observatorio. Propuesta de indicadores, criterios y técnicas de medición de la Sociedad de
la Información [Proposal for indicators, criteria and techniques for measuring the Information Society] [On-line]. 2007.

http://observatorio.red.es/documentos-publicados/articles/id/2146/jornada-sobre-indicadores-criterios-tecnicas-medicion-la-marzo-2007.html

• Spanish Ministry of Industry, Tourism and Trade. Tecnologías de la Información y las Comunicaciones en la empresa española [Information and
Communications Technologies in Spanish companies] [On-line]. 2009.

http://observatorio.red.es/empresas/articles/id/2493/tecnologias-la-informacion-las-comunicaciones-la-empresa-espanola.html

• Sebastián Cáceres. Observatorio de la Sociedad de la Información [Information Society Observatory]. Auna Fundación. Los países en vanguardia en
la sociedad de la información [Countries on the cutting-edge of the information society] [On-line]. (s.a).

http://www.fundacionorange.es/areas/28_observatorio/pdfs/vanguardia.pdf

• Eurostat. i2010 Annual Information Society Report 2007 [On-line]. 2007.

http://ec.europa.eu/information_society/eeurope/i2010/docs/annual_report/2007/i2010_ar_2007_en.pdf




                                                                                                                     Report on the International Status
                                                                                                                              of Open Source Software     143.
07.
07.   Appendices
      • Questionnaire for the PRIVATE SECTOR.

      • Questionnaire for the PUBLIC SECTOR.

      • Questionnaire for UNIVERSITIES.

      • Questionnaire for COMMUNITIES.




                                                Report on the International Status
                                                         of Open Source Software     145.
7.1. Questionnaire for the private sector
                         1. How would you rate the level of familiarity with/awareness of open source software (OSS) in your country? (Please select
                         one of the following options: Very low, Low, Medium, High, Very high.)

                         2.1. How would you rate the level of OSS use by private companies in your country with regard to the following technologies?
                         Please explain your answers. (Please select one of the following options for each technology: Very low, Low, Medium, High, Very high.)

                         •         Software Infrastructure

                         •         Business Applications

                         •         Application Development

                         •         Operating systems and desktop applications

                         2.2. In your opinion, what are the trends for use going to be over the medium-term? (For the 4 technology groups mentioned
                         above: Software Infrastructure, Business Applications, Application Development, Operating systems and desktop applications.)

                         3. What have been the main benefits for private companies in your country as a result of adopting OSS?

                         4. What are the main barriers that prevent private companies in your country from adopting Open source software?

                         5. What are the 5 main private OSS development companies in your country?

                         6. What are the 5 main private companies in your country that market OSS?

                         7. Main OSS projects carried out by private companies in your country: (Please give a brief description of the projects and
                         indicate the main players in them.)

                         8. Main OSS Communities linked to private companies in your country.

                         9. Please give a brief description of the management method used by the OSS Community in your company.




146.   Report on the International Status
       of Open Source Software
10. Are there any private or public associations in your country promoting the adoption of OSS? If so, please include
their name and main activities.

11. Considering the fact that OSS is not always distributed through traditional channels, what channels are used by
OSS companies to contact potential clients?

12. In your opinion, what are the main factors (political, economic, social, etc.) that promote OSS adoption by private
companies in your country?




7.2. Questionnaire for the public sector

1. How would you rate the level of familiarity with/awareness of open source software (OSS) in your country? (Please
select one of the following options: Very low, Low, Medium, High, Very high.)

2.1. How would you rate the level of OSS use by the public sector in your country with regard to the following
technologies? Please explain your answers. (Please select one of the following options for each technology: Very low, Low,
Medium, High, Very high.)

•        Software Infrastructure

•        Business Applications

•        Application Development

•        Operating systems and desktop applications

2.2. In your opinion, what are the trends for use going to be over the medium-term? (For the 4 technology
groups mentioned above: Software Infrastructure, Business Applications, Application Development, Operating systems and
desktop applications.)

3. What have been the main benefits for the public sector in your country as a result of adopting OSS?

4. What are the main barriers that prevent the public sector in your country from adopting OSS?




                                                                                                            Report on the International Status
                                                                                                                     of Open Source Software     147.
5. What are the main challenges and benefits for the public sector in your country with regard to activities promoting OSS?

                         6. What are the main consequences (positive and negative) of activities promoting OSS in the public sector in your country?

                         a.        E-government services

                         b.        the Economy

                         c.        Information society

                         d.        Community development

                         e.        Other

                         7. Main policies or recommendations made by the public sector with regard to OSS use or public tenders (including
                         interoperability and open standards.)

                         8. Main OSS projects carried out by the public sector (either in-house or subcontracted developments.) (Please give a brief
                         description of the projects and indicate the main players in them.)

                         9. Main public or semi-public OSS organisations and the main projects carried out. (Please give a brief description of the
                         projects and indicate the main players involved.)

                         10. Have any initiatives been carried out combining the public sector and private OSS development companies in your
                         country? If so, please name them and briefly describe them.

                         11. Have any initiatives been carried out combining the public sector and universities in your country? If so, please name
                         them and briefly describe them.

                         12. Have any initiatives been carried out combining the public sector and OSS Communities in your country? If so, please
                         name them and briefly describe them.

                         13. In your opinion, what are the main factors (political, economic, social, etc.) that encourage the use of OSS by the public
                         sector in your country?




148.   Report on the International Status
       of Open Source Software
7.3. Questionnaire for universities

1. How would you rate the level of familiarity with/awareness of open source software (OSS) in your country? (Please select
one of the following answers: Very low, Low, Medium, High, Very high.)

2.1. How would you rate the level of OSS use by universities in your country with regard to the following technologies? Please
explain your answers. (Please select one of the following options for each technology: Very low, Low, Medium, High, Very high.)

•        Software Infrastructure

•        Business Applications

•        Application Development

•        Operating systems and desktop applications

2.2. In your opinion, what are the trends for use going to be over the medium-term? (For the 4 technology groups mentioned
above: Software Infrastructure, Business Applications, Application Development, Operating systems and desktop applications.)

3. What have the main benefits been for universities in your country as a result of adopting OSS?

4. What are the main barriers that prevent universities in your country from adopting OSS?

5. In your opinion, what are the main contributions made by universities in your country to the adoption of OSS?

6. What are the main OSS projects carried out by universities in your country? (Please give a brief description of the projects
and indicate the main players involved.)

7. Please describe some examples of cooperation between universities and OSS development communities in terms of OSS.

8. Please describe some examples of cooperation between universities and private OSS companies in terms of OSS.




                                                                                                                       Report on the International Status
                                                                                                                                of Open Source Software     149.
9. How would you rate the level of support received by universities in order to carry out OSS development projects? (Please
                         explain your answer.)

                         a. Very low

                         b. Low

                         c. Medium

                         d. High

                         e. Very high

                         10. What type of support do universities receive in order to carry out OSS development projects?

                         11. What are the main organisations that provide support to universities?

                         12. Are there any institutional policies regarding the contribution made by staff to OSS projects in your country? Please
                         explain any such policies.

                         13. What types of measures are taken by universities to promote participation in OSS development projects?

                         14. In your opinion, does the education available in your country allow for OSS development?

                         15. Does the existing training match the needs of the labour market?




150.   Report on the International Status
       of Open Source Software
7.4. Questionnaire for communities

1. How would you rate the level of familiarity with/awareness of open source software (OSS) in your country? (Please select
one of the following options: Very low, Low, Medium, High, Very high.)

2.1. How would you rate the level of OSS use by private companies in your country with regard to the following technologies?
Please explain your answers. (Please select one of the following options for each technology: Very low, Low, Medium, High, Very high.)

•         Software Infrastructure

•         Business Applications

•         Application Development

•         Operating systems and desktop applications

2.2. In your opinion, what are the trends for use going to be over the medium-term? (For the 4 technology groups mentioned
above: Software Infrastructure, Business Applications, Application Development, Operating systems and desktop applications.)

3. How would you rate the level of development of OSS Communities in your country? (Please explain your answer.)

a. Very low

b. Low

c. Medium

d. High

e. Very high




                                                                                                                        Report on the International Status
                                                                                                                                 of Open Source Software     151.
4. How would you rate the level of support received by OSS Communities in order to carry out OSS development projects?
                         (Please explain your answer.)

                         a. Very low

                         b. Low

                         c. Medium

                         d. High

                         e. Very high

                         5. What type of support do OSS Communities receive in order to carry out OSS development projects?

                         6. What are the main organisations/bodies that provide support to OSS Communities?

                         7. What financial model is used by OSS Communities in your country? (Sources of income)

                         8. What are the main reasons for participating in an OSS Community?

                         9. What are the main OSS projects carried out by OSS Communities in your country? (Please give a brief description of the
                         projects and indicate the main players in them.)

                         10. Are there any clear trends regarding the type of projects carried out by OSS Communities in your country? Please briefly
                         describe the trends.

                         11. Please give a brief description of the management method used by your OSS Community.

                         12. Please name the main countries from which developers make contributions to your OSS Community.

                         13. What private companies are currently actively involved with OSS Communities in your country?

                         14. Please describe some examples of cooperation between universities and OSS Communities.

                         15. Please describe some examples of cooperation between private companies and OSS Communities.




152.   Report on the International Status
       of Open Source Software
16. Please describe some examples of cooperation between the public sector and OSS Communities.

17. What have been the main benefits for private companies in your country as a result of adopting OSS? And for private users?

18. What are the main barriers that prevent private companies in your country from adopting open source software? And
for private users?

19. What are the 5 main private OSS development companies in your country?

20. In your opinion, what are the main factors (political, economic, social, etc.) that promote the adoption of OSS in your country?




                                                                                                                      Report on the International Status
                                                                                                                               of Open Source Software     153.
InfoAxon profiled as a leading open source solutions company from India in Global Open Source Status Report

More Related Content

PDF
In The Shade Of The Qur’an Volume 18 surahs_78-114
DOCX
PDF
The Reid Commission Report 1957
PDF
African union handbook 2014
PDF
The WalkUP Wake-Up Call: Atlanta The Poster Child of Sprawl Builds a Walkable...
PDF
Marine corps intelligence activity mozambique country handbook
PDF
Ealy Warning Report, nr.1, July-October 2009
PDF
Second Revision Syria Regional Response Plan
In The Shade Of The Qur’an Volume 18 surahs_78-114
The Reid Commission Report 1957
African union handbook 2014
The WalkUP Wake-Up Call: Atlanta The Poster Child of Sprawl Builds a Walkable...
Marine corps intelligence activity mozambique country handbook
Ealy Warning Report, nr.1, July-October 2009
Second Revision Syria Regional Response Plan

What's hot (17)

PDF
Africa in 50 years time
PDF
Press Kit for the Expedition 27/28 Mission to the International Space Station
PDF
Poverty in a rising Africa
PDF
Kioti daedong ck25 tractor service repair manual
PDF
Kioti daedong ck25 h tractor service repair manual
PDF
Kioti daedong ck30 tractor service repair manual
PDF
Kioti daedong ck30 h tractor service repair manual
PDF
Remaking Our Organisations
PDF
Train the Trainer 2015
PDF
A3 concept final_version
PDF
Bulletin ekf guadalajara_spain_nr1
PDF
Ekf senior-boletin-54th-ekf-senior-championships-guadalajara-spain-march-28-3...
PDF
Marine corps intelligence activity romania country handbook
PDF
Sinclair, joseph ebay the smart way
PDF
Poverty Reduction Strategy
PDF
Catalogo Lineas Y Colores
Africa in 50 years time
Press Kit for the Expedition 27/28 Mission to the International Space Station
Poverty in a rising Africa
Kioti daedong ck25 tractor service repair manual
Kioti daedong ck25 h tractor service repair manual
Kioti daedong ck30 tractor service repair manual
Kioti daedong ck30 h tractor service repair manual
Remaking Our Organisations
Train the Trainer 2015
A3 concept final_version
Bulletin ekf guadalajara_spain_nr1
Ekf senior-boletin-54th-ekf-senior-championships-guadalajara-spain-march-28-3...
Marine corps intelligence activity romania country handbook
Sinclair, joseph ebay the smart way
Poverty Reduction Strategy
Catalogo Lineas Y Colores
Ad

Similar to InfoAxon profiled as a leading open source solutions company from India in Global Open Source Status Report (20)

PDF
Report on the International Status of Open Source Software 2010
PDF
Full rpt
PDF
Study abroad costa rica
PDF
Tecnología para la acción climática en América Latina y el Caribe. Cómo las s...
PDF
Resources Futures 2020-2050
PDF
The Mobile Economy 2013
PDF
state-of-the-global-workplace-2023-download.pdf
PDF
state-of-the-global-workplace-2023-download.pdf
PPTX
Outsourcing to Brasil
PPTX
c.jimenez@tic-spain.com_ourtsourcing:brazil
PDF
Green growth2012medreport full_en
PPTX
Language Variations and Common Challenges in Latin America
PDF
Mobile economy 2013
PDF
Harnessing io t-global-development
PDF
Le monde en 2050 : les perspectives de PwC (2013)
PDF
Exploring Ukraine. IT Outsourcing Industry 2012
PPTX
Tomorrows world the future of hospitality
PPTX
D-Waste Presentation: Globalization and Waste Management
PDF
Unicef Report Mobiles For Development
Report on the International Status of Open Source Software 2010
Full rpt
Study abroad costa rica
Tecnología para la acción climática en América Latina y el Caribe. Cómo las s...
Resources Futures 2020-2050
The Mobile Economy 2013
state-of-the-global-workplace-2023-download.pdf
state-of-the-global-workplace-2023-download.pdf
Outsourcing to Brasil
c.jimenez@tic-spain.com_ourtsourcing:brazil
Green growth2012medreport full_en
Language Variations and Common Challenges in Latin America
Mobile economy 2013
Harnessing io t-global-development
Le monde en 2050 : les perspectives de PwC (2013)
Exploring Ukraine. IT Outsourcing Industry 2012
Tomorrows world the future of hospitality
D-Waste Presentation: Globalization and Waste Management
Unicef Report Mobiles For Development
Ad

More from InfoAxon Technologies Limited (20)

PDF
API Pylon Webinar Slides
PDF
How can Digital Engagement transform Customer Service in Insurance Industry?
PDF
A behind the scene look at Britam Digital Transformation
PDF
Gartner-Digital-Experience-Platforms-MQ-q118
PDF
Britam Digital Transformation case study
PDF
Citixsys case study
PDF
PDF
Making a decision between Liferay and Drupal
PDF
Vineet Dahiya - Liferay Inc - Training Certificate Q4AIEO0L3D5S2GB
PDF
Liferay Portal Customizing to Business Needs
PDF
Enterprise social network challenges & best practices
PDF
InfoAxon powered Liferay Solutions
PDF
Knowledge Enabled Insurance Organization
PDF
Build Open Source Business Intelligence Platform Successfully
PPTX
InfoAxon's Open Source Skill Profile
PDF
Open source Platforming for Pentaho Based BI Solutions
PDF
Knowledge Exchange Platform for UNDP - Case Study
PDF
Business Intelligence Solution for Social Housing - Case study
PDF
Business Planning & Performance Management System for Castrol Bike Zone - Cas...
PDF
Advanced Data analysis & Business Intelligence solution solution for C&R - Ca...
API Pylon Webinar Slides
How can Digital Engagement transform Customer Service in Insurance Industry?
A behind the scene look at Britam Digital Transformation
Gartner-Digital-Experience-Platforms-MQ-q118
Britam Digital Transformation case study
Citixsys case study
Making a decision between Liferay and Drupal
Vineet Dahiya - Liferay Inc - Training Certificate Q4AIEO0L3D5S2GB
Liferay Portal Customizing to Business Needs
Enterprise social network challenges & best practices
InfoAxon powered Liferay Solutions
Knowledge Enabled Insurance Organization
Build Open Source Business Intelligence Platform Successfully
InfoAxon's Open Source Skill Profile
Open source Platforming for Pentaho Based BI Solutions
Knowledge Exchange Platform for UNDP - Case Study
Business Intelligence Solution for Social Housing - Case study
Business Planning & Performance Management System for Castrol Bike Zone - Cas...
Advanced Data analysis & Business Intelligence solution solution for C&R - Ca...

Recently uploaded (20)

PDF
7 ChatGPT Prompts to Help You Define Your Ideal Customer Profile.pdf
PPTX
Programs and apps: productivity, graphics, security and other tools
PDF
TokAI - TikTok AI Agent : The First AI Application That Analyzes 10,000+ Vira...
PDF
Architecting across the Boundaries of two Complex Domains - Healthcare & Tech...
PPTX
Spectroscopy.pptx food analysis technology
PDF
Advanced methodologies resolving dimensionality complications for autism neur...
PDF
Agricultural_Statistics_at_a_Glance_2022_0.pdf
PDF
Reach Out and Touch Someone: Haptics and Empathic Computing
PPTX
sap open course for s4hana steps from ECC to s4
PDF
Peak of Data & AI Encore- AI for Metadata and Smarter Workflows
PDF
Machine learning based COVID-19 study performance prediction
PDF
NewMind AI Weekly Chronicles - August'25-Week II
PDF
MIND Revenue Release Quarter 2 2025 Press Release
PDF
Per capita expenditure prediction using model stacking based on satellite ima...
PDF
Review of recent advances in non-invasive hemoglobin estimation
PDF
Mobile App Security Testing_ A Comprehensive Guide.pdf
PDF
gpt5_lecture_notes_comprehensive_20250812015547.pdf
PDF
Profit Center Accounting in SAP S/4HANA, S4F28 Col11
PDF
Dropbox Q2 2025 Financial Results & Investor Presentation
PPTX
ACSFv1EN-58255 AWS Academy Cloud Security Foundations.pptx
7 ChatGPT Prompts to Help You Define Your Ideal Customer Profile.pdf
Programs and apps: productivity, graphics, security and other tools
TokAI - TikTok AI Agent : The First AI Application That Analyzes 10,000+ Vira...
Architecting across the Boundaries of two Complex Domains - Healthcare & Tech...
Spectroscopy.pptx food analysis technology
Advanced methodologies resolving dimensionality complications for autism neur...
Agricultural_Statistics_at_a_Glance_2022_0.pdf
Reach Out and Touch Someone: Haptics and Empathic Computing
sap open course for s4hana steps from ECC to s4
Peak of Data & AI Encore- AI for Metadata and Smarter Workflows
Machine learning based COVID-19 study performance prediction
NewMind AI Weekly Chronicles - August'25-Week II
MIND Revenue Release Quarter 2 2025 Press Release
Per capita expenditure prediction using model stacking based on satellite ima...
Review of recent advances in non-invasive hemoglobin estimation
Mobile App Security Testing_ A Comprehensive Guide.pdf
gpt5_lecture_notes_comprehensive_20250812015547.pdf
Profit Center Accounting in SAP S/4HANA, S4F28 Col11
Dropbox Q2 2025 Financial Results & Investor Presentation
ACSFv1EN-58255 AWS Academy Cloud Security Foundations.pptx

InfoAxon profiled as a leading open source solutions company from India in Global Open Source Status Report

  • 3. Report on the International Status of Open Source Software 2010 National Open Source Software Observatory www.cenatic.es
  • 4. Created by: This work is distributed under a Creative Commons - Attribution 3.0 Spain license. The CENATIC Team. National Open Source Competency Centre. National Open Source Software Observatory (ONSFA). Penteo ICT Analyst To see a copy of this license, please visit: http://creativecommons.org/licenses/by/3.0/es/ With the collaboration of the CENATIC Board of Trustees: the Ministry of Industry, Tourism and Trade, through Red.es, the Regional Government This report is available from the CENATIC website: of Extremadura, the Regional Government of Andalusia, the Principality of Asturias, the http://www.cenatic.es Regional Government of Aragón, the Regional Government of Cantabria, the Regional Government of Catalonia, the Regional Government of the Balearic Islands and the Basque Government, as well as the Atos Origin, Bull, Telefónica and Gpex companies. Pictures: INGRAM Publishing / Purestock (Royalty-free Pictures by Subscription) UK Office. c/o. Ingram Publishing, 26-28 Hammersmith Grove Published: London W6 7BA. UK ©2010 Cenatic C/. Vistahermosa, 1 - 3ª Planta The opinions expressed in this publication are those of the 06200 Almendralejo (Badajoz) different authors of the texts included and do not necessarily Some rights reserved. reflect the opinion of CENATIC. Legal Deposit: BA-329-2010 ISBN-13: 978-84-693-2425-7 Layout and Production: Línea 4 Comunicación. www.linea4.eu
  • 5. Table of Contents 4.2 North America ....................................................................... 66 4.2.1 United States .............................................................. 66 4.2.2 Canada .......................................................................... 71 4.3 Latin America ........................................................................ 74 4.3.1 Brazil .............................................................................. 77 4.3.2 Argentina ........................................................................ 80 4.3.3 Mexico ........................................................................... 82 4.3.4 Venezuela ...................................................................... 84 1. Executive summary .......................................................................... 11 4.4 Asia ........................................................................................ 85 4.4.1 India ............................................................................... 88 1.1 An overview of the degree of OSS development around 4.4.2 China ............................................................................. 90 the world ..................................................................................... 12 4.4.3 South Korea ................................................................. 93 4.4.4 Japan ............................................................................. 95 1.2 The contribution of the Community model to the development and evolution of OSS ......................................... 16 4.5 Oceania .................................................................................. 97 4.5.1 Australia ......................................................................... 98 2. An overview of the level of OSS development around 4.5.2 New Zealand .............................................................. 101 the world ............................................................................................ 19 4.6 Africa ...................................................................................... 103 2.1 Degree of OSS advancement in technological categories ... 28 4.6.1 South Africa ................................................................... 105 3. Models / Typologies of OSS ecosystems ....................................... 31 5. Methodology, execution team and panel of experts ............... 109 4. State of affairs for OSS by region..................................................... 37 5.1 Methodology .......................................................................... 110 4.1 Europe ......................................................................................... 41 5.2 Execution team ...................................................................... 112 4.1.1 Germany ............................................................................. 44 4.1.2 France ................................................................................. 48 5.3 Panel of experts ..................................................................... 112 4.1.3 Spain ................................................................................... 51 4.1.4 Italy ..................................................................................... 55 6. Bibliography ................................................................................. 117 4.1.5. Norway ............................................................................... 57 4.1.6 United Kingdom .................................................................. 59 6.1 Public Sector .......................................................................... 119 4.1.7 Finland ................................................................................ 61 6.1.1 Introduction ................................................................... 119 4.1.8 Denmark ............................................................................. 63 6.1.2 North America ................................................................ 119 4.1.9 Holland ................................................................................ 64 6.1.3 Latin America ................................................................ 120
  • 6. 6.1.4 Europe............................................................................... 121 7. Appendices .................................................................................. 145 6.1.5 Africa ................................................................................ 125 6.1.6 Asia .................................................................................. 126 7.1 Questionnaire for the private sector ..................................... 146 6.1.7 Oceania-Australia ............................................................. 127 7.2 Questionnaire for the public sector ...................................... 147 6.2 Private Sector ........................................................................... 128 6.2.1 Introduction ....................................................................... 128 7.3 Questionnaire for universities ............................................... 149 6.2.2 North America .................................................................... 129 6.2.3 Latin America .................................................................. 130 7.4 Questionnaire for communities ............................................. 151 6.2.4 Europe .............................................................................. 130 6.2.5 Africa ................................................................................ 132 6.2.6 Asia ................................................................................... 132 6.2.7 Oceania-Australia ............................................................. 134 6.3 Universities and R&D Centres .................................................. 134 6.3.1 Introduction ....................................................................... 134 6.3.2 North America .................................................................... 134 6.3.3 Latin America ..................................................................... 134 6.3.4 Europe ............................................................................... 135 6.3.5 Africa ................................................................................. 135 6.3.6 Asia ................................................................................... 135 6.3.7 Oceania-Australia ............................................................. 136 6.4 OSS Communities........................................................................ 136 6.4.1 Introduction ....................................................................... 136 6.4.2 North America .................................................................... 136 6.4.3 Latin America ..................................................................... 137 6.4.4 Europe ............................................................................... 137 6.4.5 Africa .................................................................................. 138 6.4.6 Asia .................................................................................... 138 6.4.7 Oceania-Australia .............................................................. 139 6.5 Technologies .............................................................................. 139 6.6 Legal ............................................................................................ 141 6.7 Information Society .................................................................... 142 6. Report on the International Status of Open Source Software
  • 7. Prologue Information and communication technologies, hereafter ICTs, play a key role as a basic element of competitiveness, promoters of innovation and key factors in the knowledge society. Nowadays, more than half of the increase in productivity in Europe is generated by ICTs, not only in terms of the investment they represent, but also as an agent directly involved in improving the efficiency of the remaining economic sectors. ICTs will continue to be a driving force in our economies in the future. We are still at an early stage in the exploitation of all the possibilities they currently offer, but we can already glimpse some elements that will become opportunities for growth. One of these elements is the extraordinary generalization of ICTs, which makes them accessible to any user, rather than being limited to experts. As a result, users can simultaneously benefit from them and play an active role in them. Moreover, there is the already-existing trend of exploiting the potential of cloud computing and social networks, as well as the application of collective intelligence provided by crowdsourcing, a term coined by Jeff Howe in 2006, according to which collective mass participation in development projects generates better ideas and more innovative products. Finally, these developments will be characterised by interoperability. This will allow systems and applications to form a transparent service network over which knowledge can easily spread and be used in ways that are still difficult for us to foresee. Interoperability, crowdsourcing, collective intelligence, generalisation, cloud computing and social networks... All these concepts are closely related to collective construction, the distinguishing feature of Open Source Software, that results in development sharing among companies, administrations and citizens all over the world, as well as transparency, efficiency and technological independence. The impact of Open Source Software on our society continues to grow, and it is one of the values of the Network Society. Open technologies are already part of the technological reality for citizens, companies and the public administration, as their benefits have led to them being chosen as a result of conscious and thorough selection processes. The CENATIC Foundation, in keeping with its objective of raising awareness about open source technologies, regularly releases research reports that study the different aspects of open source software. The ultimate aim of these reports is to boost the competitiveness of the Spanish business sector by providing information about the business opportunities offered by these technologies and identifying international projects that can be implemented and applied to Spanish society. The report we present here analyses the International Status of Open Source Software, enabling us to put the current situation in Spain in context based on the knowledge of technology trends around the world, the promotion and use of open technologies in the Spanish Private and Public sectors, and the contribution of Spanish Communities of Developers and Universities to important initiatives on an international scale. It is, in conclusion, a thorough overview of the international context of open source software, creating a starting point for the identification of new business opportunities for Spanish companies, and new fields of study for CENATIC to continue promoting the use and development of open source software in Spain. Francisco Ros Perán Secretary of State for Telecommunications and the Information Society President of CENATIC Board of Trustees Report on the International Status of Open Source Software 7.
  • 9. Introduction to the Report Within the framework of CENATIC's regular publications for the dissemination and promotion of open source software in Spain, we present this report, "The International Status of Open Source Software," which offers an overview of the open source software situation in different geographical areas around the world. The objective of this report is to understand the role played by open source software in the Information and Communications Technologies sector around the world, and to highlight its economic and social impact, on both advanced economies and emerging countries, by analysing the ecosystems that foster the development of open source software: the Public sector, the Private sector, Universities and Communities of Developers. The result of this analysis is the identification of the factors that account for the differences in maturity and penetration of open source software in the different geographical regions. Among these factors, we must highlight the key role of Public Administrations in promoting open source software, both by developing policies to promote and encourage its use and by becoming a key user of this software, as happens in those European countries most advanced in the use and development of free technologies. Other factors that explain the different maturity levels among countries are the level of education and the access their citizens have to the information society. In this regard, as a result of its high level of technical training, India shows a high level of open source software development, despite the limited access the general population has to the information society. Each geographical area has been characterized according to the level of maturity shown by the most relevant countries in the region, and this level has been established through a detailed analysis of the elements of each country's ecosystem. North America, Western Europe and Australia stand out as the most advanced regions, whereas the whole of Asia, Latin America and Africa show a lower level of development. Aside from these two groups, worth mentioning is the special position held by several of the most advanced Asian countries such as Japan, Korea, China and India, as well as Brazil in Latin America and South Africa in Africa, which stand out when compared to the rest of the countries in their region. The analysis of the different initiatives taking place in these countries has also allowed us to observe the evolution of the operational model for the communities of developers inherent in open source software. At the CENATIC Foundation, we hope that this report will contribute to the dissemination of the main initiatives implemented worldwide for the development of open source software. These initiatives will assist the different economic agents in finding new opportunities for the development of open source software in Spain. Miguel Jaque Barbero Managing Director of CENATIC
  • 10. 01.
  • 11. 01. Executive summary Report on the International Status of Open Source Software 11.
  • 12. 1.1. Overview of the extent of Open The United States, Australia and the Western European countries lead the development and adoption of open source software. Source Software development around the world. The level of OSS adoption and development in India, China and Brazil is higher than expected, considering their level of IS advancement. In North America, the United States stands out as the world's leading The extent to which open source software (OSS) has been adopted and Information Society, in both the public and private sectors. This is to developed varies a great deal among the different geographical regions be expected from a country that is home to both the large multinational of the world, and this variability is correlated with the degree to which the software companies (IBM, Microsoft, Sun Microsystems, Oracle, etc.), information society (IS) has developed. including those from the new generation that sprang up with the Internet (Google, Yahoo, etc.), and the world's most prominent OSS distribution RELATIONSHIP BETWEEN THE INFORMATION SOCIETY AND OSS DEVELOPMENT BY COUNTRY companies (Sun Microsystem, Red Hat, Novell, etc.), and whose OSS INDEX OSS (Open Source Software) / IS (Information Society) 2.50 universities have made an indisputable contribution to the creation and development of OSS. United States 2.00 Germany Europe France 1.50 Australia Asia Spain Norway United Kingdom India Italy Brazil Finland Denmark Korea Japan Sweden China Canada New Zealand Switzerland Holland 1.00 South Africa Venezuela Tunisia Argentina Mexico Latin America The United States, Australia and the Western Egypt Chile 0.50 Mauritius European countries are the leaders in the Africa development and adoption of OSS. 0.00 0.50 1.00 1.50 2.00 2.50 IS INDEX The level of OSS adoption and development in AFRICA ASIA EUROPE LATIN AMERICA NORTH AMERICA OCEANIA India, China and Brazil is higher than expected, considering their level of IS advancement. Countries with the strongest economies demonstrate a high level of both IS and the use of OSS. North America, Western Europe and Australia belong to this category. Africa, Latin America and Eastern Europe are found at the opposite end of the spectrum, with their countries registering low IS and OSS development indices. 12. Report on the International Status of Open Source Software
  • 13. In the public sector, Europe has experienced greater penetration. Germany, France and Spain lead Europe in the adoption of OSS. Government support for OSS adoption has been key, although different instruments have been used to implement policies. The German Government has launched policies promoting and supporting OSS, and the French Government has centralised the promotion of OSS implementation within the Administration and public companies. Meanwhile, the adoption of policies promoting open source software in Spain has largely been the responsibility of the Autonomous Communities, which have developed initiatives in this area, working under a clear policy framework established by the Ministry of Industry, Tourism and Trade and by the Ministry of the Presidency. Surprisingly, more advanced Information Society countries such as the Nordic countries, the United Kingdom and the Netherlands show a lower degree of OSS development. The key difference appears to be the lack of support given to open source software in the early stages by their respective governments. Recent legislation and policies promoting the adoption of open standards and OSS enacted by these countries over the last few years will undoubtedly make it possible for them to close the gap with the leading countries. We must also consider the supporting and harmonising role of the European institutions, which are contributing to the promotion of the Information and Communications Technologies (ICTs) sector, and within this area, to the promotion of OSS, as one of the key driving forces in the European sector. Similarly, under the Seventh Framework Programme for Research and Technological Development, the European Union finances technology-related projects that result in OSS developments, involving various firms and universities from different countries, each contributing different skills1. 1 Chapter 4 provides a brief description of the most important OSS projects within this framework programme, with an emphasis on the universities and companies participating. Report on the International Status of Open Source Software 13.
  • 14. In the Pacific region, Australia stands out as one of the countries with China, Japan and Korea all have languages that pose an important the highest degree of open source software adoption in the world, barrier to the visibility of their communities abroad, isolating them from thanks to its active communities of OSS developers who participate in the rest of the world. To overcome this isolation, the three countries have international projects. The universities also play a very important role in formed an alliance to develop a version of Linux for the Asian market, both training qualified ICT personnel and participating in OSS projects. Asianux, with the result that OSS projects are centred around Linux. The Australian business sector spends a significant part of its R&D The Brazilian Government has managed to foster the development of budget on OSS projects, which results in the country having a large open source software in all areas of its ecosystem. subsector of open source software companies within the ICT sector and in the presence of OSS centres of excellence in the country. This In Latin America, Brazil stands out from the rest of the countries in the is accompanied by a policy of support by the government, which has region due to the greater extent to which it has adopted and developed encouraged the adoption of OSS by the Public Sector. OSS, with levels comparable to countries such as India and China. This is in spite of the fact that its IS level is similar to that of other large Latin The combination of these four factors establishes Australia as the American countries, such as Argentina, Mexico and Chile. The reason paradigm for OSS development in a country, thanks to a clear balance can be found in the support the government has managed to provide between the four forces: Government, Universities, the Private Business in all areas of the OSS ecosystem: the publication of regulations, mass Sector and Communities. migrations in public sector agencies and companies, OSS product In Asia, we find four countries that are leading the world in open source development (goods and services) at the public universities and the software, namely India, China, Japan and South Korea, although with creation of a collaborative portal for Community players. very heterogeneous levels of advancement in terms of the Information Society. India is the most atypical country, because in spite of its low IS level, it has attained a significant level of OSS development, largely thanks to the educational level of its population and its involvement in programming for American and European companies. OSS development in China is tightly controlled by the Government, to the point that the main OSS supplier, Red Flag Linux, is partially state-owned. The Brazilian Government has managed In Japan and South Korea, the electronics sector has been one of the to foster the development of OSS in all driving forces behind the development of OSS applications, but it is not areas of the ecosystem. the only one. The Korean Government has particularly promoted OSS as a means of boosting and dynamising the country's ICT sector. The presence of a local leading open source software distributor has favoured the adoption of OSS by companies in the private sector, contributing to the growth and maturity of the ICT sector. 14. Report on the International Status of Open Source Software
  • 15. Greater user awareness regarding the use of 100% legal software will permit higher rates of open source software use in the future. The lack of supportive policies from Governments and the absence of distributors able to provide the necessary support are the key factors explaining the lower rate of OSS development in Latin America. Finally, Africa trails the world in the development of Open Source Software and the Information Society, lacking even the minimal means necessary for developing OSS. To this we can add the inexistence of public promotion policies and the high rate of illegitimate software use. Therefore, it is not surprising that only South Africa reaches a value that is anywhere near the worldwide average for the OSS index. Undoubtedly, its economic level, which is clearly superior to the rest of the countries on the continent, along with support from the government and non- governmental organisations, such as the Shuttleworth Foundation, explain South Africa's world ranking in terms of OSS. This leads us to the observation that countries with a higher level of OSS development and adoption, such as the United States, Australia, Germany, France, Spain and Brazil, each demonstrate high levels of development in all parts of the ecosystem: the Government, Universities, Companies and the Community of Developers. Report on the International Status of Open Source Software 15.
  • 16. 1.2. The contribution of the 1. Subscription to service-based products: the distribution of software packages with related maintenance services. Community model to OSS 2. Value-added services, based on the knowledge generated by Development and its evolution. the community. 3. Software “as a service”: the client accesses and uses the software Since Richard Stallman began the GNU/Linux project in 1983, the open source remotely, with no need to install it on his own computer. He pays only for software development model has evolved towards new forms of cooperation his use of the software. revolving around the basic concept of a community of developers. 4. Hybrid model: the client has access to certain OSS-licensed software Most Linux distributions are, to a greater or lesser extent, developed and and receives extra features under another license. led by their communities of developers and users. In some cases, they are led and financed completely by the community, as with Debian GNU/ 5. Cross-selling. Another way to market OSS, along with the rest of the Linux, while others rely upon commercial distribution and a version of a product portfolio. community, as we see in the example of RedHat with Fedora or SuSE The community model of OSS development is a global model, with with OpenSuSE. collaboration from players in different countries. There are OSS communities whose members are small, medium or The open source software development model is a globalising model in large companies, public administrations, universities and research which players use the Internet to take part in projects in a cooperative centres and technology centres. They all share the principle that open environment, regardless of the nationality of the player or the project, and source software is an effective strategy for improving the processes of there are no differences between geographical areas, either in terms of technology research, development and innovation, making it possible to the workings of the communities or the associated business models. establish viable business models and win-win relationships that promote collaboration. This evolution has led to the creation of three types of communities: ad-hoc communities that come together for specific projects; foundation communities for large projects that require the formalisation of the community's policies; and communities backed by companies, either individually or through a consortium of several companies, often from The community model of OSS development different sectors, formed for one specific, common project. is a global model, with collaboration from players in different countries. Based on this model of knowledge generation, five business models have been established: 16. Report on the International Status of Open Source Software
  • 17. COMMUNITY OF DEBIAN DEVELOPERS AROUND THE WORLD Report on the International Status of Open Source Software 17.
  • 18. 02.
  • 19. 02. Overview of the extent of Open Source Software development around the world Report on the International Status of Open Source Software 19.
  • 20. Overview of the extent of Open practical reasons, but instead is the result of a clear strategy that aims to affect the development of the IS, such as in the case of Extremadura Source Software development or Andalusia, in Spain. around the world As a result, the overview of the extent of OSS development around the world presents country rankings on the basis of their maturity in terms This chapter presents an overview of the current Open Source Software of both the open source software itself, and the Information Society. (OSS) situation around the world, based on the extent to which users Considering both dimensions enables us to adequately evaluate (companies, Public Administrations or individuals) use OSS and the the current state of each country and determine its starting point for level of development reached by the sector, taking into account the exploiting the benefits of OSS. support provided through the policies of the Public Administrations and the existence of companies that market OSS products. To determine the ranking of each country with regard to these factors, two indices have been created from specific variables that measure The degree of use and development must be put into context by not only the degree of advancement of the IS, but also the degree of examining the maturity of the Information Society (IS) in the countries development of each country in the use of OSS. Each country's score on that form the different geographical regions, since this will help to explain the index is the result of weighting the deviation from the mean for each the different levels of OSS development. variable, using specific weights assigned to each variable1. In both cases, economic, technological, social, educational and political variables An Information Society is one in which the creation, distribution and have been considered to create an index which takes into account the processing of information constitutes an important part of cultural and influence of these areas on both IS and OSS development. The use of economic activities; it is seen as the successor to the industrial society. indices allows for an objective comparison among countries. Information Societies emerge as the result of the implementation of Information and Communications Technologies (ICT) in a community. The Looking only at the score obtained by each country for the open source effectiveness of this technology, which affects such basic elements of a software index, three groups emerge: Advanced Countries, Less- person as speech, memory and learning, in many senses modifies the way advanced Countries and Developing Countries. Among the countries in which many activities taking place in modern society can be performed. in the first group are the United States, Germany, France and Spain, with scores that are clearly above average, leading the advancement According to the study by MERIT-UNISYS, “Study on the effect of and development of OSS. In the second group are countries such as the development of the information society of European public bodies Austria, Slovenia and Poland, with around average scores for the use making their own software available as open source,” which is based and development of OSS. Finally, the last group contains countries such on the study of experiences surrounding the implementation of OSS as Romania, the Ukraine, Greece and Chile, which have clearly below in various Public Administrations in Europe, these initiatives have average scores, accompanied by low usage and development of open affected the IS in different ways. The greatest impact is evident when the source software. decision to use open source software is not based on purely technical or 1 A detailed explanation of the methodology used to create the Open Source Software and Information Society indices can be found in the appendices. 20. Report on the International Status of Open Source Software
  • 21. Adding the second dimension to understand the reasons behind the If we divide the previous graph into four quadrants, four groups emerge, differences in the degree of OSS development, a matrix was created to crossing the high/low levels of the IS Index and the high/low levels of cross the open source software index with the IS advancement index. the OSS Index, and using an index value of 1 as the average value for both indices. As can be seen in the following graph, there is a high degree of correlation between both indices; countries with a high degree of IS development RELATIONSHIP BETWEEN THE INFORMATION SOCIETY AND OSS DEVELOPMENT BY COUNTRY also have high degrees of OSS development. OSS INDEX OSS (Open Source Software) / IS (Information Society) 2.50 High OSS development High OSS development Low IS development High IS development RELATIONSHIP BETWEEN THE INFORMATION SOCIETY AND OSS DEVELOPMENT BY COUNTRY Quadrant A Quadrant B United States OSS INDEX OSS (Open Source Software) / IS (Information Society) 2.00 2.50 Germany France United States 1.50 Spain Australia 2.00 Norway United Kingdom India Italy Brazil Finland Denmark Korea Japan Sweden Germany China Canada France New Zealand Switzerland Holland 1.00 South Africa 1.50 Spain Australia Venezuela Argentina Norway Mexico United Kingdom India Italy Brazil Finland Denmark Egypt Tunisia Chile Korea Japan Sweden China Canada New Zealand Switzerland Holland 0.50 Mauritius 1.00 South Africa Low OSS development Low OSS development Venezuela Argentina Low IS development High IS development Mexico Quadrant C Quadrant C Egypt Tunisia Chile 0.50 Mauritius 0.00 0.50 1.00 1.50 2.00 2.50 IS INDEX AFRICA ASIA EUROPE LATIN AMERICA NORTH AMERICA OCEANIA 0.00 0.50 1.00 1.50 2.00 2,50 IS INDEX AFRICA ASIA EUROPE LATIN AMERICA NORTH AMERICA OCEANIA The countries with the strongest economies are concentrated in quadrant B, with values greater than 1 for both the IS Index and the OSS Index. This group includes the United States, the countries of the EU-15 and the most This relationship has already been clearly established in studies such as developed Asian economies, such as Japan, South Korea, and Australia. the “Study on the effect of the development of the information society of European bodies making their own software available as open source,” Quadrant C includes countries with weaker or developing economies, conducted by Unisys-MERIT in 2007 and the “Study on the Economic mainly African countries and most Latin American countries, as well as impact of open source software on innovation and the competitiveness the latest additions to the EU (Latvia, Bulgaria and Cyprus) and Asian of the Information and Communication Technologies (ICT) sector in the countries such as Cambodia and Vietnam. Except for a few notable EU,” conducted by UNU-MERIT in 2006. exceptions, such as South Africa, Vietnam, Malaysia and Venezuela, most of the governments of the countries in quadrant C make no significant efforts to promote the IS, or to develop OSS. Report on the International Status of Open Source Software 21.
  • 22. Exceptions to the general pattern are India, Brazil and China, which RELATIONSHIP BETWEEN THE INFORMATION SOCIETY AND OSS DEVELOPMENT BY COUNTRY appear in quadrant A. These countries score highly on the OSS OSS INDEX OSS (Open Source Software) / IS (Information Society) 2.50 Development Index, but are below average on the IS Index. This is High OSS development High OSS development Low IS development High IS development explained by the fact that these countries are important developers of Quadrant A Quadrant B United States 2.00 OSS and outsourcing production centres where OSS applications are Germany Europe developed, but are not large users or consumers of OSS. Nonetheless, France 1.50 Australia in spite of being countries with low usage levels for the new technologies, Asia Spain Norway United Kingdom India Italia Finland their OSS know-how contributes to a high score on the OSS Index. This Brazil China Korea Japan Canada Denmark Sweden New Zealand Switzerland Holland relationship corroborates a market situation in which OSS is designed 1.00 South Africa in countries with advanced economies and produced in countries where Venezuela Tunisia Argentina Mexico Latin America Egypt Chile labour is very cheap. In other words, an offshoring model is used for 0.50 Africa Mauritius economic reasons. It is interesting to note that the countries in this group Low OSS development Low IS development Low OSS development High IS development Quadrant C Quadrant D stand out for their high scores on social and academic variables on both 0.00 0.50 1.00 1.50 2.00 2.50 indices, and for the support given by their respective governments for IS INDEX AFRICA ASIA EUROPE LATIN AMERICA NORTH AMERICA OCEANIA OSS development. As a result, these countries have the qualified human resources that make the development of OSS applications possible. Engaging in a deeper analysis of the ranking of the countries in the matrix A detailed analysis of each of the major geographical areas in the world relating the Degree of IS Advancement to the Degree of OSS Development, has been carried out based on the relative position of the countries we observe the formation of clusters or groups of countries according to in each region for the analysed indices. The aim of the subsequent their geographic region. For example, the main European countries (shown examination of each country is to understand the factors explaining on the graph as red dots) are grouped around values between 1 and 2 on these ranking differences, based on the four elements that form the the X-axis, and values between 1 and 1.75 on the Y-axis. OSS ecosystem2: The main Asian countries are concentrated in the area bounded by IS Index values between 0.75 and 1.5 and OSS Index values between 1 and 1.5. 2 Chapter 4, “State of affairs for Open Source Software by area,” gives a detailed description of the situation in each geographical region with regard to open source software development, as well as the specific contribution made to this position by the most representative countries Latin American countries are concentrated in the area bounded by in the region. values between 0.5 and 1 on both indices, while African countries show a similar dispersion with regard to the degree of OSS development, but less dispersion in the degree of IS advancement, with values between 0.5 and 0.75 on this index, representing the least developed geographical area in the world for IS and OSS. 22. Report on the International Status of Open Source Software
  • 23. 1. The Administration's two-fold activity as a promoter of public policies EUROPE: INFORMATION SOCIETY AND OSS DEVELOPMENT BY COUNTRY in the area of OSS and as a user of OSS. OSS INDEX OSS (Open Source Software) / IS (Information Society) 2.00 High OSS development High OSS development Low IS development High IS development 2. The degree of OSS production and adoption by the country's private 1.80 Quadrant A Quadrant B Germany business sector and the size and composition of the subsector formed 1.60 France Spain by OSS companies. 1.40 Italy Norway United Kingdom Finland Denmark 1.20 Sweden 3. The contribution of the country's universities to training qualified Poland Estonia Belgium Switzerland Holland Ireland 1.00 Slovenia human resources and carrying out OSS-based projects. Bulgaria Lithuania Russia Portugal Austria Hungary 0.80 Romania Slovakia Czech Republic Greece Israel Luxembourg 4. Efforts by Communities of OSS Developers and Users3. 0.60 Turkey Latvia Cyprus Malta 0.40 In Europe, the countries belonging to the EU-15 are ranked among the Low OSS development Low OSS development 0.20 Low IS development High IS development most advanced in terms of information technologies and OSS, while Quadrant C Quadrant D 0.00 countries that have recently been admitted to the EU and non-member 0.00 0.20 0.40 0.60 0.80 1.00 1.20 1.40 1.60 1.80 2.00 states are located in quadrant C. IS INDEX Among the leading countries are Germany, France and Spain. These At the opposite end of the scale, we see the countries recently admitted countries all have significant institutional support for the development and to the EU, but we also find Portugal and Greece in quadrant C, meaning use of OSS, but also have some very interesting fundamental differences. that they have below-average IS and OSS development despite both While Germany has promoted OSS through policies to recommend and countries being members of the EU-15. facilitate its use, France has fostered OSS through its implementation in public institutions and large public companies. In Spain, most public The low level of development in the use of OSS in Portugal seems initiatives have taken place in the Autonomous Communities, under the to originate from the rejection by Parliament in 2003 of the proposed OSS framework policies established by the Ministry of Industry, Tourism legislation that would have imposed the use of OSS on the Public and Trade and the Ministry of the Presidency, resulting in a wide variety of Administrations. This appears to be the turning point that halted OSS OSS projects. These three countries also have excellent OSS suppliers development in Portugal, where to date most projects have been in the internationalisation phase of their operations. focused on the educational sector, thanks to the agreement signed with Sun Microsystems in 2004. In the case of Greece, the explanation also seems to lie in a lack of committed support from the Government. By 3 Chapter 4, “State of affairs for Open Source Software by area,” gives a detailed description comparison, Norway seems to be following exactly the opposite policy: of the situation in each geographical region with regard to open source software development, in 2002, it declined to renew a contract with Microsoft in an effort to as well as the specific contribution made to this position by the most representative countries in the region. foster competition between proprietary software companies and OSS. Report on the International Status of Open Source Software 23.
  • 24. Between the leading group and the countries in quadrant C, we can In the Asian region, large, consolidated economies such as Japan and identify at least two other groups of countries, based on their OSS Index Korea stand out, as do developing nations such as India and China. level. Not far from the top group are Italy, the United Kingdom and the Nordic countries. The small difference between them and the leaders is ASIA: INFORMATION SOCIETY AND OSS DEVELOPMENT BY COUNTRY mainly explained by the Administration's delay in implementing policies 2.00 OSS INDEX OSS (Open Source Software) / IS (Information Society) supporting OSS, as compared to the countries in the first group. High OSS development High OSS development 1.80 Low IS development High IS development Quadrant A Quadrant B Both groups share numerous communities of qualified developers who 1.60 are contributing to OSS projects and the development of the ICT sector 1.40 India in Europe. 1.20 China Korea Japan 1.00 Thailand Malaysia The most prestigious universities in these countries are collaborating Vietnam 0.80 with the main companies in the European ICT sector on research 0.60 projects developing OSS. Many of these projects are financed by the Cambodia 0.40 European Union, within the framework of policies promoting the ICT Low OSS development Low OSS development 0.20 Low IS development High IS development sector in the European Union. Quadrant C Quadrant D 0.00 0.00 0.20 0.40 0.60 0.80 1.00 1.20 1.40 1.60 1.80 2.00 The following group of European countries, all found in quadrant B of the IS/ IS INDEX OSS matrix, consists of Holland, Switzerland, Belgium, Ireland and Estonia. They demonstrate a lower degree of OSS adoption and development. India is one of the most advanced developing countries in terms of In the North American region, we find different levels of OSS development: OSS. The high level of training has created a very developed software while the U.S. is the leader in OSS, Canada has not fully exploited its industry in the country, where European and American companies potential. Although the Federal Government has not enacted clear, subcontract development. On the one hand, India has abundant decisive policies supporting OSS in either country, in the U.S., different talent: it turns out 200,000 engineers, 300,000 technicians and over states have been active in promoting it, such as in the case of projects 3 million university graduates each year. Added to these figures are stemming from Law 2892 in Oregon and Law 1579 in Texas. the many students who travel to the United States at some point in their university career to complete their training. On the other hand, What has really positioned the United States as world leader in OSS labour costs are much lower than in most developed countries, development has been its private and social initiatives. Both the Free where salary costs are on average 4 times greater for the same task. Software Foundation and the Open Source Initiative originated in the U.S. American universities have been the birthplace of many OSS projects. 24. Report on the International Status of Open Source Software
  • 25. activity planned and orchestrated by the state. To provide an example, the main supplier, Red Flag Linux, is partially state-owned, and is used by the government in its implementations. In Japan, the electronics sector enthusiastically promotes OSS development. Most products in this industry require the inclusion of embedded OSS systems. However, advancement in the adoption of OSS India accounts for 70% by the business sector seems to be slowed by the lack of suppliers. of outsourced IT services worldwide. For several years, Korea was very active in supporting OSS, and after a few years of inactivity it has recently resumed its activities. One of the latest government initiatives has been the creation of an international contest for developers, in which the leading supplier Haansoft participates. As shown on the graph, the highest ranked country in Latin America is Brazil. Brazil has become the leading country in Latin America in terms of However, even though a great quantity of OSS is developed in the OSS development, and it also fits the‎ paradigm of an ecosystem formed country, the implementation level is not as high as it should be. This is by four balanced elements: the Government, the private business sector, due in part to the government not wanting to create a conflict of interests universities and the community of developers. with the proprietary software companies that provide a great deal of work to local industry. The government promotes its development and use, operating in all areas of the ecosystem through numerous regulations, such as Law Japan, Korea and China signed a collaboration agreement to develop 4/2008, on the process through which the Administration contracts IT and support OSS, which has enabled the development of a standardised services, and by mass migrations in the public sector, coordinated by version of Linux, adapted for the Asian market. The three countries face specialised committees and included in annual plans (currently, the a language barrier that makes it difficult for them to collaborate with the Strategic Plan from the Federal Government's Open Source Software international community, leading to their lack of visibility. The community Committee, CISL 2009). model is fundamental for localisation, and in this sense OSS makes a special contribution to bringing the IS closer and making it available to Another Brazilian initiative has been the creation of a Public Software non-English speaking people, especially those from countries that do Portal to generate collaboration between users and developers and not use the Latin alphabet. the Centre for the Diffusion of Technology and Knowledge (CDTC), promoted by the National Institute of Information Technology (ITI). However, the development model in these countries is different. The Chinese Government has made a firm commitment to this model, with Report on the International Status of Open Source Software 25.
  • 26. LATIN AMERICA: INFORMATION SOCIETY AND OSS DEVELOPMENT BY COUNTRY although only the Government of Venezuela has come out in favour of OSS INDEX OSS (Open Source Software) / IS (Information Society) OSS, as opposed to proprietary software. In 2004, the “Yellow Book 2.00 High OSS development High OSS development of Open Source Software: the use and development of OSS in Public 1.80 Low IS development High IS development Quadrant A Quadrant B Administration” was published. The government also published Decree 1.60 3390, which establishes the mandate for the Administration to migrate to 1.40 OSS over a two-year period. Brazil 1.20 1.00 In Argentina, Ututo was developed, which is the country's first Linux Venezuela Argentina distribution to be recognised by the Open Source Software Foundation. 0.80 Peru Mexico Chile Ututo plays an important and symbolic role in Latin America4, in spite of 0.60 the central Government's lack of support. In Mexico, civil servants are 0.40 Low OSS development Low OSS development able to choose the solution that best meets their needs, but the lack of Low IS development High IS development 0.20 Quadrant C Quadrant D suppliers is slowing down the rate of OSS adoption in the country. 0.00 0.00 0.20 0.40 0.60 0.80 1.00 1.20 1.40 1.60 1.80 2.00 Africa is still starting to take its first steps in the adoption and development IS INDEX of OSS, and governments in the respective countries still have not made a clear commitment in this regard. Nonetheless, it should be pointed out that greater awareness concerning legal software use would enable In 1999, the university centre UNIVATES, in southern Brazil, decided greater OSS development. to develop its own academic administration system, called SAGU, using OSS tools. SAGU enabled UNIVATES to save almost €140,000 Tunisia and South Africa are the two countries with the greatest in license fees and nearly €48,000 in server and equipment updates. knowledge about OSS, and some official policies promoting it. Morocco As a result, UNIVATES offered to let its IT team form a separate entity is exploring the possibility of developing this type of policies. from the university, called SOLIS, as it was already developing solutions The OSS community on the continent is very fragmented, and the for regional industrial and economic problems that went far beyond its most common projects are local adaptations. A good example of this original functions. SOLIS currently has 51 employees developing OSS- is translate.org.za, a South African project for the local adaptation of based solutions for local industries and universities in Brazil. It charges several OSS initiatives to the country's 11 official languages. In this for its services and provides its products under a GPL license. manner, OSS contributes to overcoming the English barrier, bringing the IS to people in developing countries. On the second tier are countries like Argentina, Mexico, Venezuela, Peru and Chile. Generally speaking, greater user awareness regarding the use of 100% legal software will permit higher rates of open source software use in the future. Among these countries, the first three are the 4 El software libre y las perspectivas para el desarrollo en América Latina y el Caribe [Open source software and the prospects for development in Latin America and the Caribbean] most active and have come the furthest in terms of OSS development, http://www.mentores.net/Portals/2/mentores_net_sabemos_software_libre.pdf 26. Report on the International Status of Open Source Software
  • 27. To date, only South Africa has made significant advances in OSS in AFRICA: INFORMATION SOCIETY AND OSS DEVELOPMENT BY COUNTRY the country's economy, thanks to support from the government and OSS INDEX OSS (Open Source Software) / IS (Information Society) 2.00 organisations such as the Shuttleworth Foundation, which ran an High OSS development High OSS development 1.80 Low IS development High IS development interesting campaign to promote OSS: Go Open Source. The OSS Law Quadrant A Quadrant B 1.60 of 20065 established the preference for OSS over proprietary software. 1.40 Companies from the sector, in collaboration with the country's 1.20 universities, contribute to training qualified OSS personnel. A 1.00 South Africa flourishing subsector of OSS suppliers provides the support needed 0.80 for the adoption of OSS by the Administration and private companies. Egypt Tunisia 0.60 Mauritius Here, we also find the combination of the four elements of the OSS 0.40 Low OSS development Low OSS development Low IS development High IS development ecosystem that have made South Africa the regional leader. 0.20 Quadrant C Quadrant D 0.00 Organisations like UNESCO are contributing to the dissemination of 0.00 0.20 0.40 0.60 0.80 1.00 1.20 1.40 1.60 1.80 2.00 OSS on the continent with projects such as the MITFTAAH memory IS INDEX stick, which is distributed in Tunisia, Algeria, Libya and Morocco, with OSS in Arabic, English and French. There is no doubt that OSS will contribute to improving access to ICTs for In addition, its universities play a very important role in the training of those living in developing countries by reducing the cost of the minimum qualified ICT personnel. One of the best-known universities is the College infrastructures required for the IS in countries with emerging economies, of Information Technology at the University of Queensland, where thereby eventually reducing the digital divide. students are exposed to OSS from the first semester of their studies. The university sector also plays an important role in collaborating on In the Oceania region, Australia leads the way as one of the countries OSS projects. One such case is the state-run NICTA company, where with the highest level of OSS adoption worldwide, thanks to its active different Australian universities7 engage in close collaboration with communities of OSS developers. Its participation in international projects various governmental agencies for OSS projects. is widely recognised. It is one of the countries with the highest number of contributors per capita, one-third of whom serve as project leaders6. An OSS-oriented business framework, the fourth essential element in the ecosystem, provides the support needed by the private business sector to adopt OSS. This makes Australia the paradigm of an ecosystem ripe for OSS development. 5 http://www.oss.gov.za/wp-content/uploads/2009/03/foss-policy-approved-by-cabinet- 2007.pdf 6 Waugh Partners. The Australian Open Source Industry & Community Report 2008 http:// census.waughpartners.com.au/census-report-2008-r1.pdf 7 University of Sydney, University of Melbourne, Griffith University, Queensland University of Technology and University of Queensland Report on the International Status of Open Source Software 27.
  • 28. 2.1. Degree of advancement of OSS Oceania stands out for having the greatest OSS penetration in in technological categories. infrastructure software, followed closely by North America, Europe and Latin America. Asia and Africa have lower levels. With regard to applications development software, all geographical With regard to the extent of OSS development in the different regions except Africa have a similar level of OSS development, with technological categories, a high degree of homogeneity is observed in a value of around 3, with North America leading the way with a higher all geographical areas in each category. score of nearly 3.50. Africa, on the other hand, clearly lags behind in this Based on a survey of a panel of experts, an average score was assigned category, with experts giving its degree of development as a score of 2 for the degree of OSS development in each category. The experts were on the 5-point scale. asked to rate, from 1 to 5, the degree of OSS development in their geographical region for each technological category. The results are shown below. DEGREE OF DEVELOPMENT OF APPLICATION DEVELOPMENT SOFTWARE 3.0 Infrastructure software is the category that shows the highest degree of 2.44 2.33 development around the world, with an average value of 3.07, followed 2.5 2.29 2.11 2.07 by applications development software, which obtained an average score 2.0 1.80 of 2.89. 1.5 DEGREE OF INFRASTRUCTURE SOFTWARE DEVELOPMENT 1.0 4 0.5 3.67 3.33 3.22 3.23 0.0 2.76 3 A E IC IC A OP CA IA IA ER ER RI AS AN 2.20 UR AF E AM AM E OC H N 2 OR T TI N LA 1 0 In the business management software category, penetration is lower ICA A PE CA IA IA around the world, with a worldwide average of 2.17. All geographical ER IC RO RI AS AN ER EU AF E AM AM OC regions show a similar level of development, with values between 2.20 TH N OR TI and 2.40. Once again, the exception is Africa, which scored less than 2. N LA North America and Asia lead in this category. 28. Report on the International Status of Open Source Software
  • 29. Finally, with regard to desktop applications, the average world penetration DEGREE OF BUSINESS MANAGEMENT SOFTWARE DEVELOPMENT is similar to that of business management software, with experts giving 3.0 an average score of 2.33 on a 5-point scale. Only North America stands 2.44 2.33 out with a score close to 3, while for the rest of the geographical regions, 2.5 2.29 2.11 2.07 the degree of OSS development in this category earns scores of around 2.0 1.80 2. In this case, Africa is at the same level as the rest of the continents, 1.5 with the exception of North America. 1.0 0.5 0.0 A A E IC IC OP CA IA IA ER ER RI AS AN UR AF E AM AM E OC H N RT TI NO LA With regard to the extent of OSS development in the different technological categories, a high degree of homogeneity is observed in all DEGREE OF DESKTOP AND OS SOFTWARE DEVELOPMENT geographical areas in each category. 3.50 2.89 3.00 2.41 2.50 2.22 2.23 2.20 2.00 2.00 1.50 1.00 0.50 0.00 A E IC A P CA IA IA ER IC RO RI AS AN AM ER EU AF E AM OC TH N R TI NO LA Report on the International Status of Open Source Software 29.
  • 30. 03.
  • 31. 03. Models / Typologies of Open Source Software ecosystems Report on the International Status of Open Source Software 31.
  • 32. Models / Typologies of Open Source This model currently permits: Software ecosystems • The creation of groups of developers on a worldwide scale, in different time zones and different geographical regions, who share knowledge and code. Considering this study from a worldwide perspective, we proposed an examination of the types of business models in existence in the • High-quality developments and innovations that otherwise only area of Open Source Software (OSS). Our aim was to understand the large corporations could afford, due to the cost they represent. characteristics of the different models and their key success factors, and • Shorter timescales for launching new products on the market. eventually the differences by geographical region. • Access to low-cost solutions, upon which many of today's successful To start with, we considered the OSS development model that became companies are based. popular thanks to the GNU project, begun in 1983 by Richard Stallman, with the objective of creating an operating system similar to and • Scalability; OSS allows capacity to be increased to meet compatible with UNIX and the POSIX standards. He also established growing demand. the Open Software Foundation (OSF) in 1985, which developed the General Public License (GPL) to provide a legal framework for the free According to Rishab Ghosh in his study “The Economic Impact of diffusion of the software generated. This permitted the project to be FLOSS”2, version 2.2 of Debian GNU/Linux, launched in 2001, contains developed very quickly by many people, by means of a community of 55 million lines of code, of which core Linux occupies only 6%. If Debian developers that joined forces to improve the initial product, the source had been developed by a private company, the estimated commitment code of which was accessible to members of the community. would have been 14,005 persons/year, and the estimated project would have taken 6.04 years to complete with a team of 2,318 developers, at By the early 90s, there was enough software available to create a complete a development cost of €1,294,110,796. operating system. The core was still lacking, however. In 1991, in Helsinki, Linus Torvalds began a project that would later become core Linux, capable Eric Raymond characterised the differences between the software of running BASH and the compiler known as the GNU Compiler Collection. development models by dividing them into two types: “cathedral and The GPL for Linux was adopted in January 1992. This licensing model bazaar.”3 Accordingly, the development of proprietary software is facilitates what is known as the bazaar development model1, based on the likened to the building of a cathedral (enormous, closed, slow), while the exchange of information and work by community members. development of open source software is like a bazaar (flexible, open to new ideas, fast and very independent). 2 http://robertoallende.com/tecnologia/eventos/rishab-ghosh-el-impacto-economico-del- 1 See “The Cathedral and the Bazaar,” Eric S. Raymond, September 11, 2000. software http://catb.org/~esr/writings/cathedral-bazaar/cathedral-bazaar/index.html 3 See “The Cathedral and the Bazaar,” Eric S. Raymond, September 11, 2000.http://catb. org/~esr/writings/cathedral-bazaar/cathedral-bazaar/index.html 32. Report on the International Status of Open Source Software
  • 33. OSS is developed through a model that combines the advantages of According to Gartner5, there are four different types of communities: scientific research; namely, altruism, collaboration, communitarianism and meritocracy; with the so-called good economic practices, such as • “Ad-hoc” communities, which emerge from concrete, specific projects free market competition, for example. that meet niche needs, for example, “Three Guys” at SourceForge. The community forms an extensive ecosystem, where all players have a • "Foundation" communities, from which projects evolve that grow place and participate in the community, each contributing improvements to such an extent that it becomes necessary to formalise the to the project based on their perspectives and interests. governance of the community. Examples include Debian, Ubuntu, Apache Foundation, Gnome, KDE, etc. • “Business consortium” communities that emerge when their members participate in the OSS development philosophy and are also interested in maintaining commercial relationships. One clear example is Eclipse, The development model based on in which IBM, Oracle, SAP, Motorola and Nokia (among others) participate6; another is Genivi, which involves participation from BMW, communities provides a vision that GM, PEUGEOT, CITROËN, Windriver, Intel, etc.,7. is user-focused, as opposed to supplier-focused. • “Sole supplier” communities, where a single company controls the project development, but encourages the participation of a “subcommunity” to perform certain types of services, such as local adaptation, “add-ons,” etc. Examples of this type of community are MySQL and SugarCRM. The ecosystems that exist around a community are formed by the Public In the study by the International Development Research Centre8, it Administration, universities, developers, OSS suppliers, integrators, is argued that the greatest advantage that OSS suppliers have is the hardware companies, users and clients. community that surrounds them. This community becomes a growing market, a source of innovation, a method for improving and escalating The variety of players involved has resulted in two phenomena that contribute two fundamental values to the model. The first is that OSS products, a place to try out new ideas and versions, and a source of is based on user-centred development, as opposed to supplier-centred 5 How Open Source is changing the shape of IT www.gartner.com development, the principle behind which is to make the user or end 6 The strategic members of the community are Actuate, brox, Cloudsmith, CA, Genuitec, client a participant in the development, from tasks such as error reports IBM, Innoopract, itemis, Motorola, Nokia, Obeo, Oracle, SAP, Sonatype and Sopera. There are also approximately 170 other companies that participate. to collaboration by means of functionality routing sheets. The second 7 http://www.genivi.org/ phenomenon is “coopetition4," in which potential competitors collaborate 8 El software libre y las perspectivas para el desarrollo en América Latina y el Caribe [Open in the same community on the specific project being developed by the source software and the prospects for development in Latin America and the Caribbean] community. They cease to compete and enter into collaboration with one http://www.mentores.net/Portals/2/mentores_net_sabemos_software_libre.pdf another so that both may obtain benefits. 4 Cooperation and Competition Report on the International Status of Open Source Software 33.
  • 34. qualified human resources. Many companies are set up as a result of the spaces created by OSS communities and continue to maintain a close relationship with them (assuming leadership roles in user groups, organising events, collaborating financially and working on non-profit projects). The people who form the companies and the new human resources that are incorporated often know each other and recognise each other's merits due to their roles in the community and their contributions to development. Some companies, like Open Intelligence The OSS sector seeks partners and in Mexico, operate as intermediaries between developers who lack a alliances based on “coopetition” as a high commercial profile and clients who need their services, providing model for improvement and evolution. the infrastructure to facilitate full-time work for the developers. One opportunity perceived by companies is the capacity to form alliances on a local, national and international level. Some see certifications as an opportunity to market their products, guaranteeing a standard of quality. One example is Argentina's Opensa, which in its day formed alliances The different business models can be classified into five groups: with players from different sectors to seek out fair business ventures of benefit to both parties. In a general sense, competition and collaboration • Subscription to service-based products are two elements that always come into play when trying to do business • Value-added services within the community. • Software as a service (SaaS) Companies look for appropriate partners for distribution, hardware • Hybrid model manufacturers that use OSS, integrators that sell OSS services, etc. • Cross-selling Currently, there are different business models, some of which have already proven to be profitable, while others are still very new. Companies in the sector can, and usually do, operate more than one business model simultaneously and adapt to market demands, meeting the needs of the clients in each case. In the first model, the client pays a subscription to receive a series of related services, such as support, maintenance, etc. One example of this very successful model is SpikeSource. This company distributes, integrates, manages and provides related support services, for which it charges a subscription fee. SpikeSource works with major OSS suppliers, including Apache, MySQL, etc. 34. Report on the International Status of Open Source Software
  • 35. The second model is one in which the company provides OSS-related Neither the secondary sources consulted nor the telephone interviews with value-added services. This covers a wide range of services, from experts identified any significant differences in either the communities or consulting to integration. These companies actively participate in business models by geographical region. The OSS development model is a different communities, acquiring vast knowledge and skills that allow model that globalises, where players take part in different projects over the them to market their know-how in the field of OSS. Internet, regardless of the nationality of either the player or the project. The third model is new. Software as a service consists of a service It could be said that OSS development is perfectly framed within the through which clients remotely access applications over the Internet. global IS model of the 21st century, built from the Internet and with Clients only pay rent for the services they use. the possibilities for interaction and cooperation at a global level that it provides. The Internet is clearly an essential medium for the development The hybrid model merges elements of proprietary software with those of these communities, enabling "spontaneous" participation in areas of of OSS. In this case, clients have access to specific software under a global interest. The advantage of the OSS development model lies in its free license. However, when they decide to increase its functionalities, universalising factor, with the international community collaborating on want extensions or improvements, etc., these improvements are then and enriching projects, but at the same time being capable of generating distributed under another license. local adaptations. Finally, the business model we refer to as cross-selling covers a very heterogeneous group of activities, from companies whose business model is based on OSS, such as Google and Collax, to companies that use OSS embedded in the hardware (decoders, “boxes”9, etc.) they sell, to OEM suppliers10 or the mobile telephone sector. Clients in the embedded OSS market are the manufacturers of various The OSS development model is one of devices, such as mobile telephones or decoders. This is a B2B market, enrichment, where the globalisation of where the end customer has no knowledge that he is using OSS. The the system allows for the simultaneous advantage of OSS use in this market is cost reduction and the possibility collaboration of an international for the manufacturer to customise the software. With regard to OSS community and a local community, for mobile phones, it is not yet a question of generating income, rather with the local community championing a "war" for positioning, for dominating the operating system in the its differences. terminals, which will potentially generate significant income along the value chain in this business. 9 Such as Netezza or Collax, for example. 10 Original Equipment Manufacturers Report on the International Status of Open Source Software 35.
  • 36. 04.
  • 37. 04. State of the art for Open Source Software by region Report on the International Status of Open Source Software 37.
  • 38. State of affairs for Open Source Software number of success stories from small and medium-sized European companies in the field of OSS. Europe is the leading region in terms by region of collaboration among OSS developers, followed by North America. Asia and Latin America are faced with a great disadvantage because of The Information and Communications Technologies (ICT) sector is language barriers, but they may be experiencing an increase in activity becoming increasingly important in the economy of all countries, in the local communities. OSS has been implemented for quite some representing approximately 10% of GDP in most developed countries time in universities and R&D centres around the world. The availability of and accounting for more than half of their economic growth forecasts. source code, cost savings, its adaptability, independence from suppliers, Software constitutes one of the main elements in the role played by and its robustness and security are some of the advantages that free the ICTs in the economy, and the structure, competitiveness and technologies offer over private software in this area. performance of the ICT industry may be greatly affected by Open Source Software (OSS). According to UNU-MERIT, OSS may represent a potential saving of 36% in R&D investments in software, which would mean greater profits or a more efficient use of this capital in other lines of innovation. OSS is experiencing significant development in our Information Society (IS). Many examples exist of technological implementations based on OSS may represent a potential saving OSS. Administrations, universities, companies and organisations of all of 36% in R&D investment in software, types around the world are opting for OSS products. which would mean greater profits or a more efficient use of this capital in OSS has obtained a significant share of several markets, such as web other lines of innovation. servers, server operating systems, desktop operating systems, web browsers, databases, e-mail and other ICT infrastructure systems. These market shares are higher in Europe than in the United States (with Asia in third place), and they have grown significantly over the last five years. In the public sector, Europe has greater penetration, although Asia and Latin America may soon catch up. In the private sector and at an international level, OSS adoption is led by medium and large companies. While the United States leads in terms of large OSS-related companies, the greater individual contribution from Europe has resulted in a growing 38. Report on the International Status of Open Source Software
  • 39. The following maps show the worldwide distribution of some of the main OSS development communities: GNOME DEBIAN KDE Report on the International Status of Open Source Software 39.
  • 40. Most Linux distributions are, to a greater or lesser extent, developed and Everything would seem to indicate that this adoption process will led by their communities of developers and users. In some cases, they accelerate over the next few years. In spite of this, however, the level of are led and financed completely by the community, as with Debian GNU/ adoption in each country, the approaches of the different governments, Linux, while others rely upon commercial distribution and a version of a the commitment by private companies, society's participation in community, as we see in the example of RedHat with Fedora or SuSE communities and university-based research will vary significantly, with OpenSuSE. according to geographical region. There are OSS communities whose members include small, medium This chapter provides an in-depth analysis of the degree of OSS or large companies, public administrations, universities and research maturity in each geographical region, and the current status of the main centres and technology centres. They all share the principle that OSS is countries that significantly contribute to the state of affairs for OSS use an effective strategy for improving the processes of technology research, and development by geographical region. development and innovation, making it possible to establish viable business models and win-win relationships that promote collaboration. OSS has a great future ahead of it. There are several reasons to promote and support OSS: • Financial reasons (it is cheaper, has lower development costs, reduces development time, enables local ICT company development, etc.) • Cultural reasons (it fosters and meets the demands of multiculturalism and the presence and needs of minority languages and cultures.) • Technological reasons (it is more flexible and user-oriented, involves the end user in the development, is more advanced, more stable, more secure, etc.) According to Mark Shuttleworth of Ubuntu, software distributions will be universal in the future, but will leave room for customisation, whether cultural (according to different languages or cultures), sector-based (for the educational or industrial sectors), or professional (distributions for physicians, architects or teachers, etc.). 40. Report on the International Status of Open Source Software
  • 41. 4.1. EUROPE In some countries, such as Holland, Sweden, France and Italy, interoperability was one of the factors taken into account when deciding to implement OSS, while in others, such as Greece and the United Kingdom, The difference among European countries in terms of OSS development is compatibility with already installed software was especially important. evident. According to the “Flosspols” survey conducted in the EU in 2005, 79%1 of the countries surveyed use OSS to some degree. However, while According to Gartner2, the level of OSS implementation in Europe will some countries, such as Germany, Spain and Italy, are significant users, gradually increase as the supply and support services mature. Based on others such as Greece and the United Kingdom show a lower degree of a series of surveys conducted in different European countries, Gartner adoption, coinciding precisely with the fact that their public administrations published some interesting conclusions about the starting point for OSS have not been pioneers in adopting and promoting OSS. in Europe and its short-term prospects. European countries show considerable interest in OSS for different USE OF OPEN SOURCE SOFTWARE IN THE PUBLIC SECTOR OF 10 EUROPEAN COUNTRIES technologies, from operating systems to applications, infrastructure and SPAIN (n=40) 97.5 development tools. AUSTRIA (n=56) 96.4 OSS is commonly used in server operating systems, and is already ITALY (n=47) 95.7 considered to be a “commodity3”. In a similar manner, database GERMANY (n=277) 89.9 management systems (DBMS) are widely implemented. According SWITZERLAND (n=116) 83.6 to Gartner's survey sample, one of every five companies in France, BELGIUM (n=84) 83.3 Germany and the United Kingdom have implemented OSS for CRM. Average (n=902) 76.7 FRANCE (n=76) 76.3 Institutions in the European Union have been an important driving force in HOLLAND (n=141) 55.3 terms of OSS development and adoption in Europe. As a result, various OSS policies4 and reports have been developed at a European level, such UNITED KINGDOM (n=28) 32.1 GREECE (n=37) as “A Guideline for F/OSS Adoption in Public Sector with special focus on 29.7 p<0.01; cc=0.413 target countries,” which formed part of the tOSSad project, and “Guidelines SOURCE: MERIT 2000 (FLOSSPOLS LocGov Survey) for Public Procurement and Open Source Software” from the IDABC OSOR. The “European Interoperability Framework” establishes a set of The survey examines the reasons for these differences among recommendations and guidelines for electronic administration services. countries. One of the influencing factors is the professional experience of IT directors: the greater their programming experience, the more they appreciate access to code. 2 Open Source in Europe 2008 by Gartner. www.gartner.com 3 Commodity: English term commonly used in business jargon to describe basic or generic goods, with no distinction between the two. 1 See “Guidelines Public procurement and Open Source Software,” published in 2008 by 4 For more information, see Government Open Source Policies published by CSIS in 2007 IDABC OSOR and 2008. Report on the International Status of Open Source Software 41.
  • 42. The “eEurope: An Information Society for All” document recommended This same year, it also published the “Open Source Migration Guidelines,” that, during 2001, the European Commission and the Member States which highlighted the main reasons for and benefits of migration to OSS for promote the use of OSS in the public sector and best practices in the Public Administrations. These recommendations from the community's electronic administration by means of an experience exchange (IST IDA programme are intended for use by information technology managers and IDA programmes). The IDA Programme's study on the use of open and professionals in the Public Administrations, with the goal being to source programs in the Public Sector analyses different aspects related help them decide whether they should undertake migration to OSS and to to OSS use by the Public Administrations. describe how to proceed with this migration, if appropriate. Especially relevant for the promotion of OSS in Europe is the report On a practical level, worthy of mention is OSS adoption by EU institutions issued by the European Commission, "Pooling Open Source Software," through projects such as the implementation of OSS in Eurostat. The which pointed out the potential savings derived from sharing open lack of interoperability in data exchanges among the different countries license software in the electronic administration and recommended the led to the launch of the SDMX Open Data Interchange (SODI) project creation of a public sector OSS repository. in 2005. As part of this project, a series of tools were developed and published under an EUPL license5. In 2003, the European Commission issued the document "Encouraging good practice in the use of open source software in public administrations," In its role determining the development policies at a European level, which focused on the development of OSS competence centres at a the European Union has worked to promote the information society in national and regional level to facilitate the exchange of information about Europe, as well as the development of the ICT sector. When establishing the opportunities and risks associated with OSS. ICT development directives in Europe, important studies show the fundamental role that may be played by OSS. In their article "The Rain Forest and the Rock Garden: The Economic Impacts of Open Source," Forge and Simon6 reflect on the need to promote OSS in Europe, in order to create a solid software industry. The report on the economic impact of OSS, commissioned by the European Commission,7 also lends support to the great importance of OSS in the development of the ICT sector in Europe, and highlights this by estimating that OSS-related activities generate a turnover of around 5 For more information, see http://www.osor.eu/case_studies/eurostat-standards-and-open- source-software-for-data-interoperability 6 Published in The Journal of Policy, Regulation and Strategy for Telecommunications, Information, and Media 8, No. 3 (2006) 7 European Commission’s Directorate General for Enterprise and Industry. “FLOSS impact: a study about the economic impact of OSS.” 42. Report on the International Status of Open Source Software
  • 43. €263,000m in the European Union, which will result in an estimated contribution of 4% to the community's GDP in the year 2010. Europe has an important community of developers helping this institutional push for OSS development to come to fruition. The aforementioned report from the European Commission estimates that 565,000 jobs in the European Union are linked to OSS-related activities, making Europe the leading region in terms of the number of active OSS developers and the number of global OSS project leaders. According to Alfresco8, the size of the OSS community in Europe may be as much as 2.5 times the size of the OSS developer community in the United States. However, the fragmentation of the universities and the lack of coordination of academic efforts is one of Europe's weaknesses when it comes to its universities making a greater contribution to the development of the ICT sector. The creation of the European Institute of Technology and Innovation is intended to alleviate the effects associated with this academic fragmentation and to strengthen the role of universities in innovation. One exception to this is the OpenSPARC CMT (Chip Other OSS-based projects of seminal importance for Europe carried out Multithreading Technology) project launched by SUN Microsystems within the scope of the Seventh Framework Programme for Research and Europractice, involving 650 European universities and research and Technological Development are RESERVOIR, P2P-NEXT and institutes in 38 countries, to foster innovation in processor design and ASPIRE. What stands out in these projects is the contribution of promote the development of a high-tech industry in Europe. prestigious European universities and their close collaboration with The Framework Programmes for Research and Technological large companies in the sector. Worth mentioning is the involvement of Development begun by the European Union have contributed to the the University of Delft in Holland, University College London and the participation of the universities in open source projects. One such University of Lancaster in the United Kingdom, the University of Aalborg example is the SHARE project, founded as part of the ICT agenda of the in Denmark, Complutense University of Madrid and the Barcelona Media Seventh Framework Programme (FP7) to improve the competitiveness Foundation-Universitat Pompeu Fabra in Spain, the University of Lugano of the European embedded systems industry through OSS sharing. The (l’Universita Della Svizzera italiana) in Switzerland, the University of University of Bologna and Madrid Polytechnic University participate in this Bologna and the University of Messina in Italy and Bucharest Polytechnic project, as do companies such as Siemens, SESM scarl and Ciaotech. University in Romania, among others. 8 Alfresco: The Open Source Barometer, 3rd Edition. Report on the International Status of Open Source Software 43.
  • 44. Also noteworthy is the OSAmI-Commons project, part of the Eureka- The main OSS projects carried out over the last decade will be presented ITEA2 project financed by PROFIT, which has benefited from the in order to determine the extent of OSS adoption in each country. The participation of leading European businesses, research institutes process followed by each country to reach its current degree of OSS and universities. Its goal is to develop the base platform for ambient adoption conditions both its current position and its possible development intelligence applications. OSAmI-Commons intends to establish a over the next few years. common open code infrastructure oriented toward dynamic services, which will be capable of autoconfiguration in different cooperative environments involving Software-Intensive Systems. The platform will be validated by demonstrators in the areas of energy, health, public services, education and software development. Public and private organisations from Germany, Finland, France and Turkey also participate In 2009, the German government in the project consortium, under Spanish direction. decided to allocate €500m to the “Open Like the Public Administration, large European companies are also Source And Green It” programme. adopting OSS as part of their business process management. Airbus is one such company. It uses Eclipse-based OSS in development tools when creating critical business systems. We find other examples of OSS use in large European companies such as EDF (France) and Deutsche Bank (Germany), among others. 4.1.1. Germany According to a study by Forrester , the type of service that European 9 companies look for in an OSS supplier is advice on the selection of Public Sector operational software and services, while American companies are more interested in the suppliers certifying the OSS. Germany is one of the leading countries in terms of implementation10, with the German Government for years being one of the most active in On the following pages, we shall describe the contribution made by the promoting the development of this type of software, along with the French main European countries to the development and adoption of OSS in Europe, highlighting the role of the Public Administration and the degree of development in the private business sector based on the development and marketing of OSS. We shall also analyse the contributions of universities and the Community to the level of OSS in each country. 10 “Office suite: When it comes to content, it comes from Microsoft Office. However, users in Germany and France are twice as likely to use OpenOffice than in the US or UK. Microsoft Office 66%, OpenOffice 24%,” and “We believe that in Europe, government is driving adoption, with leading exponents being France and Germany” in The Open Source 9 Open Source Software’s Expanding Role in the Enterprise http://www1.unisys.com:8081/ Barometer by Alfresco, published in November 2008. http://www.alfresco.com/community/ eprise/main/admin/corporate/doc/Forrester_research-open_source_buying_behaviors.pdf barometer/files/wp-osb-III.pdf 44. Report on the International Status of Open Source Software
  • 45. and Spanish Governments11. As early as 2000, the German Government showed public support for OSS as the base model for the information era in Europe12, with the aim of reducing costs and improving security. The German Federal Government has carried out a series of specific initiatives to inform about the advantages and disadvantages of OSS. One of these initiatives has been the creation of the KBSt, an agency advising on and coordinating Information Technologies for the federal Government. This agency publishes reports, documents and press articles about OSS in the Federal Administration13. Reports from the KBSt are intended to provide an overview of IT best practices, developments and experiences coming from the federal authorities. One of the most important reports is “Letter No. 2/2000 Open Source Software in the Federal Administration” about OSS in the Public Administration14. At a later date, in November 2001, the Bundestag approved a resolution small and medium enterprises.”16 At the same time, the Court of Auditors promoting the use of OSS as a means of ensuring competition to the published a report in which it declared that OSS provides functionalities proprietary companies dominating the sector, stressing its advantages15 comparable to those of proprietary software and recommended the and portraying it as an opportunity for the European software sector. use of OSS in the Federal Administration, estimating savings of around That same year, the BMWi, the Federal Department of Economy and €100m17. Technology, published an open source software guide for small and medium-sized companies entitled "Open Source Software, A guide for In 2002, the German Federal Ministry of the Interior signed an agreement with IBM and SuSe, according to which government agencies would receive discounts for implementing Linux18. With this agreement, the 11 A 2000 research study by Paul Jones about the contribution of Linux concludes that the German Government moved from a recommendation-based support for group making the second greatest contribution consisted of Germans. Matthew Aslett, June OSS to explicit support, coordinating tools for obtaining tangible benefits 2008. http://blogs.the451group.com/opensource/2008/06/26/open-source-tour-of-europe- germany/ for public agencies that implemented Linux. One year later, more than 12 “I am convinced that open source development can form the European base model in 500 government agencies had already benefited from the agreement19. the information age,” declared German Secretary of State Siegmar Mosdorf from the Federal Ministry of the Economy and Technology during LinuxTag 2000. http://www.internetnews. com/bus-news/article.php/408271 16 Study into the use of Open Source Software in the Public Sector del 2001. http://www. 13 http://linux.kbst.bund.de osor.eu/idabc-studies/expert-docs/oss-fact-sheet 14 Open Source Software in the Federal Administration http://www.bit.bund.de/nn_1333080/ 17 To read more about policies and reports published by the German Administration, see BIT/DE/Shared/Publikationen/OSS/KBSt-Brief-nr-2-2000__engl,templateId=raw,property=p “Government Open Source Policies,” published by the CSIS in 2007 and 2008. ublicationFile.pdf/KBSt-Brief-nr-2-2000_engl.pdf 18 BBC News article http://news.bbc.co.uk/2/hi/business/2023127.stm 15 Article in the Michigan Telecommunications and Technology Law Review, “Government Preferences for Promoting Open-Source Software: A Solution in Search of a Problem 19 Infoworld news article http://www.infoworld.com/t/platforms/over-500-german- Sent: Thu Jan 14 17:35:02 2010h. <http://www.mttlr.org/volnine/evans.pdf> government-agencies-using-open-source-429 Report on the International Status of Open Source Software 45.
  • 46. In 2003, the government published a guide for migration to OSS for through an agreement with IBM and SuSe (the LiMux project23). Federal Agencies and Public Administrations . 20 Despite Microsoft making a special offer, with a cost lower than that estimated for the migration to OSS, it was decided to implement OSS By creating BerliOS, an OSS competence centre, the government as opposed to proprietary software because it provided a greater level provided a support structure and a way of mediating between of independence24. The migration process eventually began in 2006, to the different players in the OSS sector. BerliOS maintains a web attain greater independence, increase the security level and achieve portal with documentation and a database of distributors, products, savings in the IT area. Finally, the Linux migration was performed by applications, downloads, etc. In this sense, BerliOS provides two local suppliers, Softcon and Gonicus. Novell participated in the the opportunity for OSS developers and companies to introduce migration from NetWare to Open Enterprise Server25. A budget of €35m themselves to a wider public, enabling new projects to be set up. was allocated, 38% of which is to train the Administration´s staff26. Until 2003, the German Government was very active in promoting the There are other examples of OSS implementation at a local or use and implementation of OSS. However, this firm support slowed until regional level, such as those in Schwäbisch Hall, Mannheim, North 2007, when action in favour of OSS was once again observed. Rhine Westphalia, Lower Saxony, Heidenheim, Berlin, Treuchtlingen, In the public sector , examples of OSS projects are quite varied: The 21 Osterburg, Stuttgart, Frisia, Friesland, Freiburg, Nordrhein-Westfalen Federal Ministry of Finance, the German Aerospace Centre, the Federal and the German Alliance of Cities and Communes. Ministry of Foreign Affairs , the German public company Deutsche 22 Private sector Bahn, the Monopoly Commission, Air Traffic Control, the German Federal Institute of Geoscience and Natural Resources, etc. According to a survey conducted by Actuate in 200927, 60.6% of the companies in the private sector said that they were already using OSS, One of the best-known cases of OSS migration is that of the city of 4.1% were in the process of implementation, and only 8.1% had no Munich. In May 2003, the city announced its plans to migrate 14,000 plans for adoption. Public Administration computers over to Linux and other OSS applications 20 Updated in 2005 and 2008 (Migration Guide 3.0) http://ec.europa.eu/idabc/en/ 23 Similar projects are underway in Holland, with OpenAmsterdam, in Vienna, with Wienux, document/7675/499%20 and in Saragossa, with AZLinux. 21 http://www.osor.eu/news? http://ec.europa.eu/idabc/en/document/2204/470%20http:// 24 Declarations made by Otto Schily, German Interior Minister, in June 2003: “We raise the ec.europa.eu/idabc/en/document/4396/470%20 level of IT security by avoiding monocultures; we lower the dependency on single software vendors; and we reach costs savings in software and operation costs.” Report “Open Source http://ec.europa.eu/idabc/en/document/3411/499%20 software: Perspectives for development,” by Paul Dravis. “Software Livre na Europa” [Open Source Software in Europe], published in 2005 by 25 Matthew Aslett, June 2008. http://blogs.the451group.com/opensource/2008/06/26/open- SoftwareLivre@AP. source-tour-of-europe-germany/ “Guidelines Public procurement and Open Source Software,” published in 2008 by IDABC 26 For more information, see the study “Software Libre para el Desarrollo del Tercer Mundo” OSOR [Open Source Software for Third World Development] by Jesús Javier Estepa Nieto and http://www.osor.eu/case_studies/docs/IDABC.OSOR.casestudy.LiMux.pdf 22 In October 2007, the Foreign Office expressed its support for the OpenDocument format, while in 2008 it described the adoption of OOXML as inappropriate. 27 Actuate: http://www.actuate.com/download/OpenSourceSurvey/oss2009.pdf 46. Report on the International Status of Open Source Software
  • 47. According to a survey conducted by Actuate in 2008, the most commonly to create a test bank for designing and managing data centres in cloud- used technologies are Linux Operating Systems (55%), Apache (52.1%), computing. The project involves the University of Illinois in Urbana- Tomcat (44.3%), MySQL (35.7%), Mozilla (34.3%), PHP (33.6%) and Champaign, the Technological Institute of Karlsruhe in Germany and the Eclipse (30.7%). Of particular interest is the penetration of Apache, Infocomm Development Authority of Singapore. Tomcat, JBoss and especially Eclipse with respect to the previous year in companies in the financial sector. The Polytechnic University of Hannover has recently developed an OSS- based application for use in the rehabilitation of athletes. The use of db4o One of the main Linux distributors is SuSe Linux. While in the rest of the countries, and the Java platform have been one of the keys to the project, which has Red Hat Enterprise Linux is used twice as much as SuSe, in Germany, SuSe been helped by the familiarity of students with Java language. Linux is used four times more than Red Hat Enterprise Linux28. Communities The German market includes international OSS suppliers with operations in Europe and the United States. Particularly relevant are Open- As is to be expected from one of the most advanced countries in the Xchange, formerly known as Netline, which provides products based use of OSS, Germany boasts an extensive community of developers. on OSS technologies and recently transferred its headquarters to New Especially active in Germany are the SUSE, Debian, KDE and York, and sCredativ, which is in the process of European expansion. OpenSolaris communities. Another success story is Collax, which has also entered the United Several organisations attest to the existence of a vast community, such States market thanks to Collax Business Server, providing an alternative as “The German Unix User Group”, an organisation of developers, to Microsoft Business Server for SMEs. The success of its positioning security experts and network administrators; and Linux-Verband, whose stems from the concept behind its "Simply Linux" strategy, reducing mission is to expand the use of OSS and open standards in Germany. the number of applications to the tools that SMEs need the most. The Synerpy company actively competes in OSS through its open source ERP offer for companies of up to 500 employees, representing a serious alternative to the conventional licensing model. Universities The contribution of universities to OSS appears mainly linked to cooperative projects between the business world and universities. One example is the Opencirrus project, sponsored by HP, Intel and Yahoo, 28 According to Matthew Aslett, June 2008. http://blogs.the451group.com/ opensource/2008/06/26/open-source-tour-of-europe-germany/ Report on the International Status of Open Source Software 47.
  • 48. The BerliOS project mentioned earlier provides documentation and In 1999, the French Parliament considered a proposal to reinforce the use general information about the OSS community and its projects. It of OSS in the Public Administrations. The project, known as Project Lafitte, represents the ideal platform for developers to find projects of interest Trégouet and Cabanel, was not carried out in the end. A similar proposal to them. was launched the following year by Congressmen Le Déaut, Paul and Cohen. They presented a proposal for Law 117, to increase the use of the Internet and OSS in the Administration, which was also rejected. Following these unsuccessful efforts, in 2001, the French ATICA (currently the ADAE) announced that it was going to promote the use of 4.1.2. France open standards and OSS for electronic administration applications30. In 2002, the Administration´s policies moved toward clear support for Public Sector OSS, as is reflected by the publication of the guide “Guide de choix et d’usage des licences de logiciels libres pour les administrations31 [Guide With regard to OSS, since 2001, the Agency for Administration Development (ADAE)29 has promoted the use of open standards and to the selection and use of open source software by the administrations]”, Linux in French Administrations, with this being considered in 90% of the goal of which was to facilitate the selection and use of OSS by public tenders. the Public Administrations. During this same year, the General Plan Commission published an analysis32 on the French software industry, Taking into consideration the number of OSS-related policies, the number in which it recommended that the Public Administrations promote the of projects and suppliers, and the number of departments in the French development of open standards and OSS. In 2002, the network of public Administration that have adopted OSS, France is, along with Germany hospitals in Paris migrated to Linux to reduce maintenance costs and as and Spain, one of the countries with the greatest level of OSS adoption. an instrument to homogenise its systems. Among the activities conducted over the last few years, especially 29 “EuroLinux Alliance: French Govt. Agency to Enforce Open Standards and noteworthy are the declarations made in 2007 by the Ministry of Defence, Promote Open Source/Free software,” November 21, 2001 http://linuxtoday.com/ in which it came out in favour of OSS projects, both those developed developer/2001112102120PRLL internally and those subcontracted. United Nations Conference on Trade and Development, “E-Commerce and Development Report 2003,” Chapter 4: Free and open-source software: Implications for ICT policy and development. Pages 114-9. http://www.unctad.org/en/docs/ ecdr2003ch4_en.pdf 30 News article published on CNN.com http://archives.cnn.com/2001/TECH/industry/11/27/ french.open.source.idg/ ATICA - http://www.atica.pm.gouv.fr/ 31 “Guía para la selección y el uso de las licencias de software libre por la Administración Pública” [Guide for the selection and use of open source software licenses by the Public Administration] 32 International Trade Administration, U.S. Department of Commerce, “European OSS Policy Initiatives” 48. Report on the International Status of Open Source Software
  • 49. These policies have been accompanied by the adoption of Linux by Administration documents to be produced with ODF. Later, in 2008, the the Public Administrations. In the year 2000, the Ministry of Culture decision was made to migrate all new workstations to Ubuntu36. and Communications replaced proprietary software with Linux on some servers. In two years, 50 of the 300 planned servers were migrated. An important milestone in OSS development in France was the project to develop the region around Paris as a Centre of Excellence for In 2004, Paris studied the possibility of carrying out a migration similar OSS Development. Called “Paris, Capitale du Libre,” it began at the to that of Munich. That same year, the government distributed AGORA, end of 2006. The objective of this project is to develop the information its OSS content manager, in order to standardise its websites33, and technologies industry, which had suffered greatly from the flight of the Ministry of Equipment and Transportation selected the Mandrakesoft companies to low-cost locations. The OSS market in France grew by company to migrate 1,500 servers to Linux between 2003 and 2005. around 80% in 200737. During the same year, the Ministry of Defence34 contracted five suppliers Institutional support for OSS continued, as demonstrated by the to create a variation of Linux with a high level of security. In addition, representative project in 2007 that began with the migration of 1,154 the Family Assistance Agency migrated to Red Hat and JonAS, and the French parliament computers to Ubuntu, Firefox, OpenOffice, Mozilla Ministry of Foreign Affairs implemented an application and a platform for Thunderbird, etc. and servers to Apache and Mambo Content Manager. web development in OSS. During 2008, the Ministry of Education reached an agreement with In October 2004, approval was given for France's Atomic Energy Mandriva to apply a 60% discount over the next four years to the Commission and China's Ministry of Science and Technology to adoption of Linux by teaching staff and other administrative personnel collaborate in the development of OSS-based software35. in 250 French schools and universities. In addition, 2,500 servers were In 2005, the Ministry of Agriculture and Fishing migrated 500 Windows migrated to Linux and the Ministry of Culture and Communications NT servers to Mandriva, and in 2007 it migrated 400 more. In addition, implemented OpenOffice, replacing Microsoft Office. the Revenue and Customs Agency implemented JBoss as part of the In 2008, a commission headed by Jacques Attali38 came to the conclusion Copernic project. that OSS, broadband and IT security are very important factors for There is no doubt that for many of these implementations, cost savings development. Furthermore, since the private software development were the driving force behind the change and the adoption of OSS. In companies are mainly American, the document proposes adopting OSS 2001, the Gendarmerie Nationale began to introduce OSS. In 2005, formats to generate a greater number of information technology and 80,000 computers were migrated to OpenOffice, with expected savings communications companies in France. OSS is more economical, may of €2m. Furthermore, since then it has been mandatory for all Customs 36 See http://www.osor.eu/case_studies/towards-the-freedom-of-the-operating-system-the- french-gendarmerie-goes-for-ubuntu 33 “eGovernment in France,” European Union Open Source Observatory, June 2005, http:// 37 Report from the Consulting Firm PAC (Pierre Audoin Consultants) in “Software Libre para ec.europa.eu/idabc/servlets/Doc?id=21009 el Desarrollo del Tercer Mundo” [Open Source Software for Third World Development] by Jesús Javier Estepa Nieto, 2007 34 http://www.osor.eu/news? 38 http://www.liberationdelacroissance.fr/files/rapports/rapportCLCF.pdf 35 “France to collaborate with China on Linux,” DesktopLinux.com, October 2004, http:// www.desktoplinux.com/news/NS3169048255.html Report on the International Status of Open Source Software 49.
  • 50. Private sector In the private sector, there are examples of large companies that base their key business processes on OSS-based tools. One such example is the implementation of MySQL in the retailers Franprix and Leader Price to manage their supply chain data and their product distribution platforms. Another example is Agence France-Presse, which has adopted an OSS- based management system, as have public companies like SNCF, La In France, 67% of companies are using Poste and Gaz de France39. OSS. In the automotive sector, Peugeot and Citroën have installed Linux in nearly 20,000 workstations, and EMI Music France uses eZ Publish. According to the Actuate survey, in 200940, 67% of the companies said that they were already using OSS, 1.1% were in the process of implementing it and only 6.7% had no plans for adoption. According to a survey conducted by Actuate in 200841, the most commonly used technologies are Linux (30%), Apache (30%), Eclipse (25%), Tomcat (25%), MySQL (24.3%), PHP (19.3%) and Mozilla (16.4%). The penetration be developed anywhere around the world and enables companies to of Eclipse in France is greater than in Germany, the United Kingdom and achieve greater innovation. In 2008, Nicolas Sarkozy recommended that the United States. However, the use of JBoss is noticeably low. France increase its use of OSS and argued that tax incentives should be considered as a way of stimulating OSS development. In terms of niche market suppliers, of particular interest is the OW2 consortium, an initiative by Bull and INRIA. It is the largest not-for- There are also abundant examples of OSS implementation at a local profit middleware consortium in the world and is the result of merging level (Arles, Grand Nancy, Lille, Val d’Oise, Marseille, Brest, Grenoble, ObjectWeb and Orientware42. The European members of the OW2 Lyon, Rennes, etc.). Additional support for OSS development came about consortium are France Telecom, Bull, Thales and Inria. The consortium's when a new OSS working group was set up within the “system@tic Paris- main projects are Bonita, the eXo platform, JonAS and SpagoBI. Region” competitiveness group. The aim of this group is to facilitate the creation of an ecosystem in the Paris area, in which SMEs and large companies, developers and universities all collaborate. Different projects 39 See other Nuxeo clients at http://www.nuxeo.com/en/customers/ are being carried out within the framework of this group. 40 Actuate: http://www.actuate.com/download/OpenSourceSurvey/oss2009.pdf 41 Actuate: Annual Open Source Survey http://www.actuate.com/OpenSourceSurvey2008 42 For more information, see http://orientware.objectweb.org/xwiki/bin/view/Main/Members 50. Report on the International Status of Open Source Software
  • 51. Universities CeCILL44. It is compatible with both French law and the GNU GPL and was approved by the Free Software Foundation. CeCILL-B is similar to Among the ecosystems created around “system@tic Paris-Region” is the BSD license, while CeCILL-C is more comparable to LGPL. This fact, the Codex project, in which Innovimax, Inria Grenoble, Inria Lille, Inria along with the firm support for OSS shown by the French Administration, Saclay, François Rabelais University, Denis Diderot University and the constitutes a solid base for continuing OSS development in France in University of Paris Sud collaborate; and the Couverture project, in which the future. Adacore, Open Wide, Telecom Paristech and Pierre et Marie Curie University collaborate43. An important project resulting from a purely university-based initiative 4.1.3. Spain is the ESUP-Portail consortium, originally formed by 15 French universities, and ultimately including 80 universities, to create the digital education portal that enables information exchange among educational Public Sector teams, students and families. The final objective is to establish a large In Spain, more and more Public Administrations, companies, universities community and ensure technological coherence and convergence in and users are turning to OSS in order to reduce costs during the current order to accelerate OSS use in French secondary education. economic crisis. Spain is “among the most active countries in the EU Communities in terms of OSS adoption," since many of the open code initiatives are being widely accepted in both the public and private sectors. In 2009, The importance achieved by OSS in French society, both in the public in its report “Worldwide Open Source Activity and Growth,” RedHat and the private sector, can only have been attained through a solid, pointed out the fact that Spain is the second ranked country in the world active community of OSS developers within the country. OW2, Mandriva, in OSS activity, trailing only France and surpassing Germany and other Alfresco, Drupal and FUSE are important communities in France. countries that have traditionally been very strong in this area. In Spain, most OSS projects in the administration have been carried out at the Autonomous Administration level, although the National Administration has also been responsible for initiatives and policies with a national impact and for implementing important OSS projects. 44 For more information, see http://www.cecill.info/index.en.html The importance of OSS in the French ICT sector is demonstrated by the fact that since July 2004, France has had its own OSS license, 43 For more details, see http://www.systematic-paris-region.org/fr/logiciel/t_5_Projets.html Report on the International Status of Open Source Software 51.
  • 52. In the 2003 document “Criterios de seguridad, normalización y Citizens to the Public Administration” (Laecap), which ensures the right conservación de las aplicaciones utilizadas para el ejercicio de of Spanish citizens to use whatever software they wish to communicate potestades” [Security, standardisation and conservation criteria for electronically with the government49. applications used for exercising powers] , the recommendation made 45 The Schmitz Study covers several initiatives in the Spanish public was to use OSS whenever possible, as long as it meets the required sector50 with regard to the implementation of Linux and other OSS needs. The Ministry of Public Administrations later published a guide applications in the Senate, the Nuclear Security Council, the Ministry of with recommendations for adopting OSS in the Public Administrations. Internal Affairs and the Ministry of Justice51. In 2005, the guide “Software libre: Propuesta de recomendaciones a la Among the projects undertaken by the National Administration in the Administración General del Estado sobre utilización del software libre y area of OSS, of particular interest are the Virtual MAP of the Ministry of de fuentes abiertas [Open source software: Proposed recommendations Public Administrations, which implemented Linux on 220 servers, and to the General State Administration on the use of free and open source the Agrega project52, promoted by the Ministry of Industry, Tourism and software]46” was published, written by the National Government's OSS Trade and by the Ministry of Education. Group, created by the Higher IT Council for the Promotion of the Electronic Administration, with the aim of formulating a set of recommendations Among the regional initiatives, the projects carried out in Extremadura regarding the use of OSS by the National Administration. and Andalusia are especially noteworthy, although there are also important initiatives to implement OSS in other regions, such as Castile In July 2006, at the request of the Ministry of Industry, Tourism and La Mancha, Catalonia, the Community of Valencia, Aragón, Asturias, Trade, the Council of Ministers approved the creation of CENATIC, the Cantabria, the Balearic Islands, Madrid and Galicia. National Open Source Competency Centre. CENATIC is the Spanish In 2002, the most famous OSS implementation project, gnuLinEx53 Government's only strategic project promoting awareness and use of began in Extremadura, the objective being to ensure IT access for OSS in all areas of society. all citizens and to set up a regional intranet. Linex is a GNU/Linux In 2006, the Spanish Parliament unanimously agreed upon a resolution distribution designed for use in the Administration and in schools. Later, urging the government to actively promote OSS47 and its use in the in December 2004, Linux was chosen as the operating system for the Administration. Extremaduran Health System54. One of the latest projects underway in In 2008, the Ministry of Finance recommended the use of open standards 49 http://www.osor.eu/news/es-congress-commission-forces-public-it-to-accept 50 For more details on OSS in the Public Administrations, see “Software de Fuentes Abiertas when exchanging information , and that same year, a Parliamentary 48 para el desarrollo de la Administración Pública española” [Open Source Software for the commission approved the “Law Regulating Electronic Access by development of Spanish Public Administrations] (2008) from the National Open Source Software Observatory and the “Libro Blanco del Software Libre en España (II)” [White Paper on Open Source Software in Spain (II)], by the Regional Government of Andalusia. 45 The latest version is dated June 2004 http://www.csi.map.es/csi/pg5c10.htm 51 “Study into the use of Open Source Software in the Public Sector,” published in 2001 by 46 For more details, see http://www.csae.map.es/csi/pg5s44.htm the European Commission 47 http://ec.europa.eu/idabc/en/document/6468/5934%20 52 For more details, see http://www.proyectoagrega.es/default/Inicio 48 http://www.osor.eu/news/es-finance-ministry-recommends-open-standards 53 For more details, see http://ec.europa.eu/idabc/en/document/1637/470%20 54 For more details, see http://ec.europa.eu/idabc/en/document/4002/505%20 52. Report on the International Status of Open Source Software
  • 53. the region is Sextante, a geographical information system (GIS) set up Galicia launched its Forxa repository in 2007. Also noteworthy is the to meet the needs of the region's forestry department55. Trisquel GNU/Linux distribution, a project that began in 2004, under the auspices of the University of Vigo. Its main objective is the production Guadalinex was created as a software distribution intended to ensure of an operating system that is totally free, easy to use, comprehensive compliance with Decree 72/2003, in which the Regional Government of and with good language support. Current versions include translations Andalusia opted for OSS as an instrument to promote the Knowledge into Galician, English, Spanish, Catalan and Basque; the next version Society in Andalusia. Guadalinex56 is an adaptation of Ubuntu for use in will also include Chinese, French, Hindi and Portuguese. The Galician schools, libraries and public Internet centres. The G-Forja repository was OSS Mancomún portal (Open Source Software Service and Reference also created. In 2008, the Regional Government of Andalusia selected Centre) was launched in 200859. Alfresco as its content management application57. In 2003, the Regional Government of Valencia's Department of Infrastructures and Transport issued a call for tenders for the development of geographic information management software (GIS), referred to as Gvsig. The project is co-financed with European funds and will be released under a GPL license. It is available on its website Spain leads the European countries in terms for both users and developers. The project has crossed national of legislation that promotes Open Source barriers and an increasing number of magazines, websites, universities Software use. and organisations are touting its existence. LliureX58 was created in 2004. The objective of this project by the Regional Government of Valencia's Department of Culture, Education and Sport is to introduce new information and communications technologies based on OSS into Valencia's educational system. Private sector Other Linux distributions in Spain are: MAX, created by the Community Among the most important Spanish suppliers are Openbravo, of Madrid's Department of Education in 2002; AugustuX, by Aragón in specialising in ERP and with offices in Barcelona and Pamplona; the 2003; MoLinux, from the Regional Government of Castile-La Mancha; Seville company BitRock, with offices in the United States; Octality, LinuxGLOBAL from the Regional Government of Cantabria in 2004; Linkat, from the Regional Government of Catalonia's Department of which recently announced an EMEA agreement with Silicon Graphics; Education in 2006; and recently, Asturix in Asturias. Telefónica Research and Development, with more than 60 OSS projects; and Telvent, the first Spanish company to be listed on the prestigious 55 For more details, see http://www.osor.eu/case_studies/sextante-a-geographic- NASDAQ market. information-system-for-the-spanish-region-of-extremadura 56 http://www.osor.eu/case_studies/andalusia-floss-as-a-tool-for-the-information/?searchte rm=guadalinex 59 For more details, see http://www.osor.eu/case-studies-and-idabc-studies/case_studies/ 57 http://www.computing.es/Noticias/200804240009/Andalucia-apuesta-por-Alfresco- docs/IDABC.OSOR.casestudy.mancomun.17.pdf como-solucion-ECM-corporativa.aspx 58 For more details, see http://ec.europa.eu/idabc/en/document/3341/505%20 Report on the International Status of Open Source Software 53.
  • 54. The ASOLIF National Federation of Open Source Software Companies Software in 2003. In addition, King Juan Carlos University collaborates in an has more than 150 affiliated companies and 8 regional associations, Open Source Software Masters with Caixanova61. Similarly, the University constituting the main private organisation dedicated to defending and of Extremadura offers a Masters in open source software62. promoting the interests of OSS business organisations. In the field of education, the SILU (Free University IT System) project Among the private initiatives, of particular interest is the Morfeo project, was run by the Open Source Software Office (OSL) at the University of which includes players from all fields. Morfeo is a project led by Telefónica Las Palmas de Gran Canaria (ULPGC). It consists of a live CD with a R&D, created in an OSS environment and focused on facilitating technology whole series of programs of particular interest to university students. transfer among companies, generating social and collaborative networks 23,000 copies of this CD were published and distributed to all students among them, and serving as a support for new SMEs. It is a community registered at ULPGC in 2004. A CD with OSS was also prepared for use that constitutes an ecosystem. Recognising that a single company cannot with operating systems belonging to the Windows family, thus facilitating lead innovation processes by itself, the Morfeo Community acts as an the first contact for users with OSS63. incubator for R&D&I projects involving administrations, companies (SMEs In addition, the Linux user group at Carlos III University is seen as a and large corporations), technology centres and clusters, universities and good training ground for OSS project collaborators64. research centres, as well as prominent users. Its success stems from the free licensing of the technology it develops. Among the projects financed by the European Union under the Seventh Framework Programme for Research and Technological Development, the Among its projects is EzWeb, a standard, open Web platform that Complutense University of Madrid participates in the RESERVOIR project enables users to build their own work environments by selecting, to develop an architecture that allows the deployment of an infrastructure configuring, combining and interconnecting available applications to built on open standards and new technologies for distributing services create a new application that may be distributed. The members of EzWeb based on cloud computing. The infrastructure will permit the dynamic reassigning of virtual spaces to underlying physical resources to allow for are TID (Telefónica Research and Development), the CTIC Foundation the efficient use of resources and the provision of services to users as they (Information and Communications Technology Centre), INTERCOM, need them. Also participating in this project are University College London, CodeSyntax, ITI (IT Technology Institute), Yaco, Gesimde, Alimerka, the University of Lugano (USI) and the University of Messina (UniMe) in Treelogic, UPM (Madrid Polytechnic University), IMDEA (Madrid Institute the field of education; and in the field of business, important corporations of Advanced Studies), CENATIC and Integrasys. in the world of Information and Communications Technologies, such as IBM, Thales, SAP and Sun Microsystems. Universities Besides the participation of universities in the Morfeo project, there have 61 www.mastersoftwarelibre.com been other significant university contributions made to the development of 62 http://www.unex.es/eweb/msl/ OSS in Spain. The Open University of Catalonia (Universitat Oberta de 63 Libro Blanco del Software Libre en España (II) [White Paper on Open Source Software in Spain (II)] http://creativecommons.org/licenses/by-nc-nd/2.1/es/legalcode.es Catalunya) began its first International Masters programme60 in Open Source 64 http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=432:g rupo-de-usuarios-de-linux-de-la-universidad-carlos-iii-de-madrid-gul-uc3m-comparte-su- 60 http://www.uoc.edu/portal/english/la_universitat/sala_de_premsa/noticies/2006/ trabajo-con-el-onsfa&catid=50:entrevistas&Itemid=86 noticia_005.html 54. Report on the International Status of Open Source Software
  • 55. Communities 4.1.4. Italy In Spain, there are many OSS community members with extensive experience in project leadership65. Public Sector Among the most active communities in Spain are the Gnome, KDE, Ubuntu Until the year 2000, the Italian Government carried out practically no and Debian communities. GUL-uc3m is an association comprised mainly initiatives to support OSS. Until then, initiatives could be found in schools of students that seeks to promote OSS at universities, focusing mainly on and in towns in certain regions, such as Trentino, in Tuscany. Following students, but without neglecting university institutions. The main objectives a proposal from Senator Millio, the Italian Senate studied an amendment of the Spanish Java community are the diffusion of Java technologies in to the financing law that ultimately resulted in a recommendation for OSS use66. Spanish and the promotion of OSS around these technologies. In 2002, the Commission for OSS Use was created by the Public GNOME Hispano is an association integrated within the GNOME Administration to study OSS adoption67. The Commission suggested that Foundation whose purpose is to promote the use and maintenance of the OSS use should be considered for electronic administration projects, GNOME desktop environment in Spanish. The KDE Spain community as observed in the European Commission during the Fifth and Sixth promotes the use of OSS, and specifically, the KDE desktop. Framework Programmes. Finally, the procedure was included in public tenders, and OSS use in the directive of 18 December 2003, referred to as Legge Stanca. During 2002, OSS became a hot topic of debate in the Italian Government. This culminated in 2004 with the creation of a CNIPA (National Centre for Information Technologies in the Public Administration) working group, which published a document68 with instructions on how to comply with the directive. The Italian OSS Observatory69 was also created. In 2007, Italy launched an OSS repository for Public Administrations, 65 Matthew Aslett, at http://blogs.the451group.com/opensource/2008/06/27/open-source- called the ASC or the Ambiente di Sviluppo Cooperativo70, as a means for tour-of-europe-spain/ 66 15 December 2000, Ref. 9.4885.564 http://www.interlex.it/pa/emendam.htm 67 http://robertogaloppini.net/2006/12/22/italian-government-funds-to-sustain-open-source- innovation/ 68 http://www.cnipa.gov.it/site/_files/Rapporto%20conclusivo_OSS.pdf 69 http://www.osspa.cnipa.it/home/index.php?option=com_content&task=view&id=14&Item id=30 70 http://robertogaloppini.net/2007/05/16/open-source-government-italy-launches-its-forge/ Report on the International Status of Open Source Software 55.
  • 56. co-developing open code applications with other Public Administrations, In July 2007, the Italian Parliament's IT department presented a developers, research institutes, etc. However, as of 2009, it only housed plan for the migration of 200 servers over to Linux and more than around a dozen projects71. 3,500 workstations to OpenOffice. This migration will take place over approximately two years76. The problem is that Italy is divided into 20 regions, each of which is currently At a regional level, there are OSS projects in Cremona77, Foggia78, free to establish its own laws, including those related to ICTs. Many of the Rome, Tuscany, Emilia Romagna, Genoa, Bologna, Bolzano, Savona regions have their own laws related to the public purchase of software and and Umbria79. the adoption of open standards and OSS. This makes it difficult for there to Private sector be a clear policy on adopting this type of software in Italy. The Italian market has reached an important stage of maturity with According to statistics provided by the Italian Observatory, in 2006, 72% regard to the adoption of corporate business solutions, especially in the of the Public Administrations used OSS, while in 2007, this increased to areas of web servers, databases, operating systems and security. 80%. Among the most important advantages of its adoption, 68% of the The extent of OSS adoption in the Italian business sector is significantly Public Administrations surveyed mentioned financial reasons. higher in large companies, with a 38% penetration in the use of OSS operating In 2007, the Ministry of Reform and Innovation in the Public Administration systems, and lower among SMEs (10% in the segment of companies with announced the creation of a second OSS Commission to establish a less than 50 employees)80. The main reasons given by companies for adopting OSS are the cost and the options for customisation. public OSS purchasing guide, which was finally published in May 200872. In Italy, the number of OSS suppliers is gradually increasing. Prominent With regard to implementation projects in the Public Administration, the companies include SpagoBI, specialising in Business Intelligence, and greatest success stories include the Ministry of Justice73, the Ministry of service companies, such as Sourcesense. In the mobile phone software Economy and Finance74, the Court of Auditors and the National Institute sector, the American company Funambol maintains its R&D centre in Pavia. of Design and the Mint75. 71 http://robertogaloppini.net/2009/02/09/open-source-governance-state-of-the-art-and- 76 http://www.osor.eu/news/it-parliament-to-switch-to-gnu-linux-and-open lesson-learnt-in-italy-part-i/ 77 http://www.osor.eu/case_studies? 72 http://www.innovazione.gov.it/ministro/salastampa/notizie/1022.htm 78 http://www.linux.com/archive/articles/45714 73 http://www.allbusiness.com/technology/software-services-applications- information/10525398-1.html 79 http://www.osor.eu/news? 74 http://customers.redhat.com/2008/06/10/italian-ministry-of-economics-and-finance- 80 Alessandro De Rossi, Vladi Finotto, Antonio Picerni. “Doing Business with Open Source: powers-mission-critical-applications-with-red-hat-solutions/ An analysis of Italian OSS Firms.” 75 http://www.redhat.com/about/news/prarchive/2008/corte_dei_conti.html 56. Report on the International Status of Open Source Software
  • 57. Universities 4.1.5. Norway In the university sector, since 2008, the University of Perugia has offered a Masters in OSS81. The University of Bologna is a particularly active Public Sector participant in research and development projects involving collaboration In 2001, the public company Statskonsult wrote a report recommending with companies. Among other projects, we might mention the SIRIA the use of OSS in the public sector and in education82. One year later, the project, which led to the development of the GIS platform for archiving Norwegian Government decided not to renew a contract with Microsoft to and managing archaeological information, which permits simultaneous foster competition among software companies and, in particular, OSS83. access by several people to the same information over the Internet. The code has been released under a GPLv3 license. In 2004, an independent advisory group also recommended that the government create pilot initiatives to stimulate OSS development in The University of Bologna participates, along with the Universities the country84. of Milan and Trento, in the initiative for the development of the OW2 Consortium's Business Intelligence platform. In 2007, the Norwegian Government decided that all documentation produced should be in ODF for editable documents, PDF when it was Equally important is the participation of the University of Laguno (USI) desirable to preserve the characteristics of the original document and and the University of Messina (UniMe) in project RESERVOIR. HTML when it was public information on the Internet85. The government created the Norwegian OSS Competence Centre, Friprog, Communities to advise the Ministry of the Administration and Government Reform. This centre provides advice on the use of OSS in both the public and private Several organisations are dedicated to promoting OSS in Italy, such as sectors, and also participates in the creation of OSS policies86. the Italian Linux Society, which promotes GNU/Linux and OSS in Italy, and the Italian Free Software Foundation. The Orvieto user group also promotes the use of Linux and the philosophy behind the GNU Project. In the commercial environment, active communities in Italy are the Linux, PostgreSQL, Plone, Mozilla and Sugar CRM communities. 82 Statskonsult, “Open-source software,” August 2001, http://www.statskonsult.no/publik/ rapporter/2001/2001-07eng.pdf 83 Wired News, “Norway Says No Way to Microsoft,” July 16, 2002 http://www.wired.com/ news/business/0,1367,53898,00.html 84 “Software Policy for the Future,” The Norwegian Board of Technology, December 2004, http://www.teknologiradet.no/files/english_summary_041223_copy.pdf. 85 “Norwegian Standards Council Recommends Mandatory use of ODF and PDF,” May 13, 2007 http://www.consortiuminfo.org/standardsblog/article.php?story=20070513180219689 81 http://www.osor.eu/news/it-university-starts-open-source-master-course 86 http://www.osor.eu/case_studies/independent-advice-norways-friprog-competence- centre Report on the International Status of Open Source Software 57.
  • 58. The Skolelinux project began in 2001. Skolelinux is a Norwegian OSS project specifically for schools. Skolelinux has been implemented in more than 200 educational centres throughout Germany and Norway. Private sector 46% of Norwegian companies use Private sector adoption of OSS is average, and it is expected that OSS OSS in their organisations. penetration in this sector will increase. A survey conducted by TSN Gallup for Sun’s MySQL in 200990 showed that 46% of Norwegian companies use OSS in their organisations, a rate that matches the average for the Nordic countries. The main companies developing OSS in Norway are Redpill-Linpro, In 2008, the Norwegian Government allocated funds to stimulate Freecode, Ez Systems, Qt Software and Moava. the use of OpenOffice in order to reduce its dependence on proprietary Universities software87. The Norwegian University of Science and Technology plays an important At the local level, the projects carried out in the cities of Oslo and Bergen role in projects involving OSS development. The University of Bergen are especially noteworthy. and the University of Oslo also make important contributions. In 2003, the city of Oslo announced its intention to migrate all schools to Linux, integrating it into the municipal administrative systems88. One Communities year later, the city of Bergen decided to migrate its servers dedicated to education and healthcare to SuSe Linux Enterprise89. The Norway User Group and SkoleLinux are two of the most important organisations promoting OSS in Norway. The OSS Development Community Another example of successful OSS implementation in the Public in Norway makes a very valuable contribution, as the high cost of qualified Administrations is the FriKomPort project. The Norwegian region of labour in this country encourages the reuse of available OSS. Kongsberg launched an OSS-based portal to coordinate and manage training. Other areas of the country expressed their interest, and finally Redpill-Linpro, Freecode, Ez Systems, Qt Software, Moava, Drupa it was published with a GPL license. and Alfresco are the main communities of commercial OSS developers in Norway. 90 TSN Gallup for Sun’s MySQL: Open Source Software Barometer 2009 Nordic and 87 http://www.msnbc.msn.com/id/27768462/ Benelux Report. 88 “Linux in Oslo high schools,” 2003 http://www.a42.com/node/399 89 “Norway’s second city embraces Linux,” ZDNet UK, June 15, 2004. http://news.zdnet. co.uk/0,39020330,39157677,00.htm 58. Report on the International Status of Open Source Software
  • 59. 4.1.6. United Kingdom the Public Administrations must be based on the price-quality ratio of the offer, with the British Government showing no preference for OSS94. Public Sector In 2005, the government agreed to sponsor research at the National Computing Centre into applications based on open source code for the In 2003, nine government agencies tested OSS to measure the effectiveness public sector95. and the costs/benefits of systems based on open sources . 91 In spite of the government-issued policies and reports, to date it has That same year, the e-Envoy Office and the British Department of Trade remained quite neutral with regard to the use and promotion of OSS. and Industry (DTI) declared that the government's default position was Only recently has a policy been presented that clearly promotes the use to adopt OSS licenses in accordance with the definition from the OSI of OSS96. The most significant examples of OSS implementation in the (Open Source Initiative) or other similar licenses . Later, based on 92 public sector are those by the city of Birmingham, Powys County, the these experiences, the British Office of Government Commerce (OGC) BBC and the National Health Service (NHS). published a “Proof of Concept” report which concluded that OSS is a viable, credible alternative to proprietary software and recommended The city of Birmingham migrated 330 workstations in its libraries to that the public sector consider development and migration to OSS . 93 Openoffice, Gimp and Firefox97. In 2004, the OGC drew up a proposal, approved as the policy on OSS The Powys County Council implemented a server with OSS in schools use, in which the government specified that the selection of software in to facilitate the access of all students in the county to the Internet and e-mail. OSS had previously been installed on local council web servers. 91 Computer World, “Nine British government agencies to test open-source software,” Todd R. Weiss, October 2003 http://www.computerworld.com/softwaretopics/os/linux/ story/0,10801,85896,00.html 94 “Open Source Software Use within UK Government, Version 2,” e-Government Unit, October 2004. http://www.govtalk.gov.uk/documents/oss_policy_version2.pdf OGC News Release, October 2003: http://www.ogc.gov.uk/application. asp?app=press_release.asp&process=full_record&id=1000030 2002 Office of Government Commerce OSS Procurement Guide: http://www.ogc.gov.uk/ sdtoolkit/reference/ogc_library/procurement/OSSGuidance.pdf Final report: “Government Open Source Software Trials,” October 2004 http:// www.ogc.gov.uk/index.asp?id=2190 Office of Government Commerce, Open Source Software page. http://www.ogc.gov.uk/ index.asp?id=2190 92 International Trade Administration, U.S. Department of Commerce, “European OSS Policy Initiatives.” OSS Trials Final Report (October 2004): http://www.ogc.gov.uk/embedded_object. asp?docid=1003914 93 Office of Government Commerce, OSS Page http://www.ogc.gov.uk/index.asp?id=2190 95 Robert Jaques, “UK Government turns to open source,” VNUNET.com, June 20, 2005. Case Study: http://www.ogc.gov.uk/embedded_object.asp?docid=1000435 http://www.vnunet.com/vnunet/news/2138325/uk-government-turns-open-source Final report: http://www.ogc.gov.uk/embedded_object.asp?docid=1002367 96 “The UK Government beefs up its open-source policy,” published by Gartner, 2008. 97 http://www.silicon.com/management/public-sector/2006/03/02/academy-builds- OSS Policy Document : http://www.govtalk.gov.uk/documents/oss_policy_version2.pdf business-case-for-linux-in-govt-39156889/ Report on the International Status of Open Source Software 59.
  • 60. A group of programmers in the R&D department at the BBC developed Universities a tapeless recording system for PCs using OSS, called Ingex, that takes Universities in the United Kingdom participate very actively in the world of advantage of the benefits of cheap storage and high processing power. OSS, making a very valuable contribution, with high levels of participation They released it under a GPL license. by professors, researchers and students alike on numerous projects. In 2004, the National Health Service (NHS) decided to migrate 5,000 The Universities of Edinburgh, Glasgow and Aberdeen have important computers to the Java Desktop System (JDS). It signed an agreement OSS research programmes financed by outside funds. The University with Sun Microsystems to carry out a pilot test98. Later, at the end of of Edinburgh won the OSS Award in Scotland in 2008. One of the 2005, it signed another agreement, this time with Novell99, to implement greatest contributions from the University of Edinburgh to OSS has SuSe Linux Enterprise Server in order to save €83m over three years. been the development of “OGSA-DAI middleware,” which supports Private sector the consolidation of massive databases from large-scale computing resources in different locations. This software is used in e-science The British private sector continues to be quite reticent with regard to projects worldwide. OSS use. In its report on the United Kingdom (June 2009), Survey Interactive stated that 42% of the companies surveyed already used The knowledge generated by research and the OSS-related capacity OSS and 22% were considering it. The rate of OSS adoption by SMEs in of the professors involved in the research programmes is transmitted the United Kingdom was 34%, according to a survey conducted by TNS to the students through its presence on the curriculum offered by the Gallup for SUN’s MySQL in 2009 . 100 IT faculties. On the other hand, where universities do not have these externally-financed programmes, OSS courses tend to be minimal. In the financial sector, the adoption rate appears to be somewhat higher. According to a 2008 Actuate survey101, 46.7% of the companies The University of Lincoln provides its students with the option to responded that they were already using OSS, 3.3 % were in the process participate in OSS development projects. The OSS Research Centre of implementing it and only 10% had no plans for adoption. coordinates the CODEX (Collaborative Development for the XO Laptop) projects to create resources that permit students to develop applications on their XO and SoMOSS laptop computers, focusing on instant 98 http://www.theregister.co.uk/2003/12/08/uk_nhs_trials_sun_linux/http://www.theregister. messaging software architecture. A clear success of these projects is co.uk/2003/12/08/uk_nhs_trials_sun_linux/ that the student-researchers greatly benefit from the interaction with the 99 http://www.opensourceacademy.gov.uk/news_and_events/news/open-source-in-the- nhs-a322-million-contract-awarded-to-novell OSS community, from whom they receive continuous support. 100 http://www.h-online.com/open/news/item/Survey-UK-SME-s-low-adoption-level-for- open-source-812350.html 101 Actuate: Annual Open Source Survey http://www.actuate.com/OpenSourceSurvey2008 60. Report on the International Status of Open Source Software
  • 61. Among the most important projects financed by the European Union Communities under FP7 102 involving universities in the United Kingdom is the P2P The Open Source Consortium is the organisation in charge of Next generation Peer-to-Peer Content Delivery Platform project, promoting the use and implementation of OSS, especially in the public involving a consortium of academic institutions and companies from administration. Red Hat, Ubuntu and Alfresco are some of the most the sector aiming to develop a new open standard-based platform for active communities in the United Kingdom. content exchange using the P2P paradigm, with a vision focused on the user, regardless of place and time. The University of Lancaster and JASIG is a consortium of academic and commercial institutions that the Kendra Foundation participate, along with other institutions from supports OSS projects for the education sector. JISC finances OSS Watch, an observatory that provides independent advice on OSS use, the country, such as the BBC and Pioneer's Digital Design Centre, and development and licensing. OSS Watch can help generate communities institutions from other countries, such as the European Broadcasting for OSS-based projects. Union, Markenfilm European Broadcasting Union and VTT's Technical Research Centre in Finland. The Moodle Programme at the British Open University (UKOU) has also 4.1.7. Finland been successful, with more than 200,000 students and 7,000 professors. Among the factors behind the project's success is the continuous Public Sector contribution made by the Moodle community to the implementation and ongoing improvement of the platform. This project benefits from special In order to promote the use of OSS, the Finnish Government has funding by the William and Flora Hewlett Foundation. carried out a series of initiatives focused particularly on practices in the Administration. Even though the government has not developed a national policy for OSS, it has recommended its use for years now. In 2003, the Finance Ministry issued a report containing recommendations regarding OSS use103, which stressed the need to ensure access to source code for customised developments and favoured the use of open interfaces and standards. It suggested the use of OSS implemented in In 2007, the Finance Ministry migrated the market as an alternative. to OpenOffice in 10,000 workstations. That same year, the creation of the Applied Linux Institute was announced, with collaboration from three public institutions: the Department of Communications, the Institute of Adult Education at the University of 103 “Recommendation on the Openness of the Code and Interfaces of State Information Systems,” Ministry of Finance working paper, October 2003. http://www.vm.fi/vm/en/04_ 102 The European Union's Seventh Framework Programme for the Research and publications_and_documents/01_publications/04_public_management/20031015Recomm/ Development of Information and Communication Technologies. name.jsp Report on the International Status of Open Source Software 61.
  • 62. Helsinki and the Department of Education in the city of Vantaa104. Its objective is to promote the use and development of OSS around the world, particularly in developing countries. The Centre for Open Software Solutions (COSS) was founded to promote OSS in the public and private sectors105. An example of a mass migration is that of the Ministry of Finance, which migrated 10,000 workstations to OpenOffice in 2007106, and made the “Open Office Portable-package” publicly available, this being a collection of various OpenOffice templates and documents. The government has been criticised107 for its lack of interest and support for OSS, despite many towns demanding OSS solutions. COSS109, this trend is positively influencing the IT strategy of the Public For example, the cities of Oulu, Tampere and Lahti are migrating to OSS Administration110. In a survey conducted by TNS Gallup for Sun’s to increase interoperability and reduce costs. Furthermore, public tenders MySQL, Finland has the highest degree of OSS use among the Nordic are increasingly written in such a way that they include OSS suppliers. and Benelux countries, with 54% of large and medium companies using it, as opposed to an average of 46% for the Nordic countries and 41% Private sector for the Benelux countries111. Since 1997, the University of Helsinki and the University of Turku have Universities conducted an annual survey measuring OSS use in Finland. The data published in 2008 showed that 75% of private companies in Finland There is a long tradition of collaboration between universities and private use OSS (in 2000, this figure was only 13%)108. In the opinion of the companies in the area of OSS-based research and development. Proof of this is FILOSI (Finnish Linux and Open Source Initiative), a joint-venture between academic institutions and business organisations 104 Linux Journal, “Finland Works on an Applied Linux Institute.” Frederick Noronha, September 2003. http://www.linuxjournal.com/article.php?sid=7110 to promote the research and development of open source technology 105 COSS Competence Centre Finland: More than just five guys holding a torch http://www. in Finland. osor.eu/case_studies/docs/IDABC.OSOR.casestudy.COSS.pdf 106 http://www.osor.eu/news/fi-ministry-of-justice-migrates-to-openoffice 107 http://www.valimaki.com/org/open_source_municipalities.pdf 109 Fossbazaar's partner http://www.osor.eu/news/fi-open-source-resource-centre-joins- 108 http://www.osor.eu/news/fi-companies-using-open-source-spurs-public- linux-foundation-working-group administrationsSEnS 110 http://www.osor.eu/news/fi-companies-using-open-source-spurs-public-administrations 111 http://www.mysql.com/news-and-events/generate-article.php?id=2009_10 62. Report on the International Status of Open Source Software
  • 63. Helsinki Technology University and the Helsinki Institute for Information conducted by the Danish Technology Council, which recommended Sciences participate actively in one of the projects financed by that OSS compete with proprietary software on a level playing field. the European Union within the scope of the Seventh Framework Accordingly, it recommended carrying out OSS pilot projects. Programme, the PSIRP, to develop, implement and validate an Internet In the same month, the Danish Technology Council published a report architecture based on the “publish-subscribe” paradigm. The project suggesting that the Public Administration could save as much as €500m results will be implemented under a free license that will permit SMEs over four years by using OSS. The report also concluded that OSS to use them to develop their own applications. Nokia Siemens Networks should not be imposed as a general requirement. and Ericsson also participate in this project, as well as universities and private companies from seven other countries, such as the In November 2002, the socialist members of the Danish Parliament University of Economics and Business in Athens (Greece) and British introduced a motion supporting an offensive competition strategy in Telecommunications (United Kingdom). favour of OSS use and open standards. The motion failed to obtain the necessary support within parliament and it has been reported that it will Communities not be reintroduced for a second vote. The Debian and Ubuntu communities are especially active in Finland. In In June 2003, the Danish Government adopted a software policy terms of developers per million inhabitants, Finland has 3.93 developers to protect and encourage competitiveness, freedom of choice and per million, as opposed to 0.7 in the United States, the largest community interoperability among different software suppliers. While this policy in absolute terms112. The Debian community has carried out important does not refer to OSS use, a large number of OSS projects were begun initiatives focused on local adaptation, closely linked to OSS adoption under its auspices. by local governments. The high level of activity of the local community of Ubuntu users should also be mentioned. Most developers in the Debian In June 2007, the parliament gave approval for government agencies community also belong to the Ubuntu community. to have ODF and Open XML. The parliament itself and a third party will evaluate the pilot programme in 2009. This regulation is the outcome of the Danish Technology Council's “Open Source Software in 4.1.8. Denmark e-Government” report, which recommended that the government play an active role in promoting open standard formats as alternatives to proprietary formats. Public Sector The result of this pilot project will mark a move towards consolidating The Administration's involvement in using and promoting OSS has OSS in the Danish Public Administration, giving a decisive boost to OSS evolved since October 2002, when the Ministry of Science, Technology in the country. and Innovation published the conclusions drawn from the analysis 112 http://www.linux-magazine.com/Online/News/Where-In-the-World-Are-the-Most- Debian-Developers Report on the International Status of Open Source Software 63.
  • 64. Private sector 4.1.9. Holland The rate of OSS adoption by private companies is considerable, reaching a penetration rate of 44%, a figure that slightly trails the average adoption Public Sector rate for the Nordic countries (46%), according to a survey conducted by TSN Gallup for Sun’s MySQL113. In 2007, the Dutch Government decided that all its agencies will use OSS, The Nemhandel Initiative (NITA), a public project, has developed an and that all government organisations needing to continue using proprietary OSS application for the electronic exchange of business documents. The software and formats must justify this use and prepare a plan with a deadline intention behind this initiative is to stimulate its use by private companies, for migration to open standards and OSS. From 2009, the regional and thereby introducing OSS into the private sector. Commercial suppliers, local administrations will also be required to comply with this regulation. banks and network operators are also connecting their networks to the NemHandel infrastructure, which will facilitate the expansion of its use in the private sector. Universities The University of Aalborg participates in the European ASPIRE project under the European Union's Seventh Framework Programme. This university also participates in the OPEN (Open Pervasive Environments for Migratory Interactive Services) project. This project is intended to develop middleware that will allow interoperability among existing technologies. Companies participating in this project are NEC, Vodafone and SAP. Communities Dotsrc.org is a non-profit organisation founded in 1995 as part of Sun Microsystems' SunSITE programme, in collaboration with Aalborg University and the Danish Research Network. The organisation focuses on hosting services for the OSS community. The Ubuntu community is one of the most active in the country. The Skåne Sjælland Linux User Group (SLUG) is probably the largest community in the Nordic region, with nearly 5,000 members. 113 TSN Gallup for Sun’s MySQL: Open Source Software Barometer 2009 Nordic and Benelux Report 64. Report on the International Status of Open Source Software
  • 65. Important OSS-related decisions have been made over the last few years Private sector at a government level. In the Public Administrations, it is now mandatory Holland does not have a significant level of OSS penetration in the to use open standards to exchange digital information. OSS is preferred private sector compared to other European countries, such as the Nordic when acquiring software. With these goals, the national government's countries. The lack of business management applications adapted to NoiV programme is working to make this change possible. the local market halts progress in the adoption of OSS by SMEs. Hippo In 2006, Amsterdam City Council commissioned a study on OSS use is the main OSS distributor in the Netherlands. in the Public Administration. This study indicated that the use of OSS Universities led to greater independence from suppliers, enabled better information exchange and storage, and was free from financial and logistical risks. Universities in the Netherlands participate in several projects financed This study led to two great advances, and as such was the cornerstone by the European Union as part of the Seventh Framework Programme for incorporating OSS into the Public Administration. Firstly, Amsterdam for Research and Technological Development. City Council announced in December 2006 that it had allocated €300,000 of its budget to testing OSS in the Administration of two city districts in The University of Tilburg takes part in the project “Software Services 2007. This pilot project consisted of replacing Microsoft Windows and and Systems Network,” to establish an integrated, multidisciplinary MSOffice with OSS in workstations. community of researchers to determine the conditions for the Internet of the future, based on software services, while Delft Technical University The second great advance involved nine Dutch cities, among them collaborates in the P2P project. It also takes part in the PETAMEDIA Haarlem, Groningen, Eindhoven and Nijmegen, which came together project – Peer-to-Peer Tagged Media, which will use OSS for research to sign the so-called “Amsterdam’s manifesto for open software in tests on the Tribler application. government.”114 Communities In the case of Groningen, in 2008, its City Council decided not to renew its licensing contract with Microsoft for the use of Microsoft Office, instead The HollandOpen Foundation intends to be a platform for all OSS initiatives promoting the migration of all its systems to OpenOffice suite. According and open standards in the Netherlands. Among its objectives is encouraging to City Council data, the community would save €300,000 in the first the exchange of knowledge among the different local initiatives. Ubuntu year, and it is calculated that completing the migration to OpenOffice and Apache both have important communities in the Netherlands. would mean an investment of approximately €160,000, around half the cost of renewing its licenses with Microsoft. 114 Amsterdam Manifesto in favour of Open Source Software in the Public Administration Report on the International Status of Open Source Software 65.
  • 66. 4.2. NORTH AMERICA 4.2.1 United States North America represented more than 30% of the ICT market worldwide Public Sector in 2007, although its modest growth (around 4% over the last two years) reflects very sharp disparities from sector to sector. While In order to analyse the main factors contributing to OSS adoption in electronic products and the IT sector are still experiencing growth, the American society, we shall begin with government initiatives supporting telecommunications sector is showing a more modest increase. The OSS. It should be pointed out that, in spite of the competences that the North American market leads in the software, consumer electronics states have in administrative and legislative matters, the first steps of an and audiovisual services sectors. The North American market is also informational nature are taken at the federal level. characterised by its particularly high ICT expenditures in R&D, which exceed those of Japan and Europe combined. Accordingly, in October 2000, the President of the ICT Advisory Council (PITAC)115 wrote a report for the president, “Developing Open Source In the field of OSS, North America has led in initiating the movement. Software to Advance High-End Computing,” where he recommended that There has been no firm commitment from the Public Administration in either the USA or Canada to promote the adoption and development of the Federal Government promote the development and use of OSS, ensure OSS, although different states in the USA have been active in promoting that the rules of the game were the same for OSS as they are for proprietary open sources, for example with proposed Law 2892 in the state of software in public tenders, and analyse existing OSS licenses. Oregon and Law 1579 in the state of Texas. In the United States, the Another report, “Developing an Open Source Option for NASA,”116 stated White House has already expressed its opinion on OSS and the adoption that the use of OSS at NASA would lead to an improvement in software of Drupal as CMS, and the Defence Department has issued a statement clarifying the military position on OSS use. development, strengthen collaboration and result in more efficient and effective dissemination. Private initiative has been successful in creating business models through the generation of OSS, such as Red Hat, Apache and Windriver, and the In 2001, the OSI (Open Source Institute) was founded with the mission great American software giants such as IBM and SunMicrosystems have to promote the development and implementation of OSS in the integrated community operations into their business models, recognising government at federal, state and local levels. The organisation acts as a the added value that the community provides to software development. facilitator between the public and private sector. Even though it is closely With regard to the North American conuntries, the United States is affiliated with the Defence Department, its interests apply to all sectors considerably ahead of Canada, with the latter country constituting of government. More than 1,000 persons are on its mailing list and it has a follower in the region, benefiting from the advances and the OSS 16 sponsors. communities created in the United States. The following section presents a detailed look at the current state of OSS 115 http://www.nitrd.gov/pubs/pitac/pres-oss-11sep00.pdf in two of the countries in the region: the United States and Canada. 116 http://www.nas.nasa.gov/News/Techreports/2003/PDF/nas-03-009.pdf 66. Report on the International Status of Open Source Software
  • 67. The rules for OSS use at the DoD (Department of Defence) were approved An important landmark occurred in 2004, when for the first time in the in 2003 . The memorandum urges DoD agencies to use OSS whenever 117 United States, a federal agency forming part of the Labour Department it meets National Telecommunications Security and National Information released software under a GPL license122. After this, several states123 Systems Security requirements, as well as DoD regulations. joined forces in the Government Open Code Collaborative (GOCC), creating a virtual space for voluntary collaboration between the public The OSS Public Sector Project also began in 2003, backed by sector and not-for-profit academic institutions. The objective was to the Commonwealth of Massachusetts, in collaboration with the encourage the creation of a common repository of open code and best Massachusetts Institute of Technology, to facilitate the reuse of software practices developed by the public sector. At the moment of its greatest developed by the public sector118. activity, the GOCC had 20 members, but only played an active role in The following year, the Office of Management and Budget (OMB) the States of Massachusetts, Rhode Island and Texas. However, the approved a memorandum requiring the purchase and maintenance costs GOCC, has recently ceased to play an active role. The reasons124 given of software to be considered in public sector purchasing processes, in for this are basically the lack of time on the part of its volunteer members addition to security and information privacy factors . 119 and the lack of dedicated resources. In 2003, the State of Oregon presented the proposal for Law 2892, which In 2005, the State of Oregon125 approved a budget of €1.2m to create requires state agencies to consider the use of OSS for all new software the Open Technologies Business Centre (OTBC), intended to facilitate acquisitions. Similarly, the State of Texas presented a proposal for Law the creation of OSS businesses. The Centre hosts the Open Source 1579 that same year, with the same aim. In 2004, the State of California Development Labs, a consortium of Linux companies. approved the recommendation to implement OSS whenever possible in That same year, the State of Massachusetts approved the mandatory state agencies120, and the State of Hawaii approved the launch of a pilot use of ODF. However, in 2007, it also included the Open XML format126. project to implement OSS in the Department of Education121. As examples of projects involving OSS, we might mention those carried out by the US Department of Veterans Affairs, which has developed 117 http://www.google.es/search?hl=es&source=hp&q=Open-source+software+gets+nod+f rom+DOD&btnG=Buscar+con+Google&meta=&aq=f&oq=&rlz=1R2ADFA_esES336 118 http://ecitizen.mit.edu/opensource/index.html 122 http://www.linuxjournal.com/article/7622 119 “Software Acquisition,” M-04-16, July 1, 2004. Karen S. Evans and Robert A. Burton. 123 KS, MA, MO, PA, RI, UT, VA, WV http://www.whitehouse.gov/omb/memoranda/fy04/m04-16.html 124 http://www.uic.edu/htbin/cgiwrap/bin/ojs/index.php/fm/article/view/2313/2065 120 http://news.zdnet.com/2100-3513_22-137841.html 125 CNET news “Oregon angles for open-source businesses,” Stephen Shankland 2005. 121 HB1739, Hawaii State Legislature, 2004: http://www.capitol.hawaii.gov/session2004/ http://news.com.com/Oregon+angles+for+open-source+businesses/2110-7344_3-5551502. status/HB1739.asp, http://www.capitol.hawaii.gov/session2004/bills/HB1739_HD1_.htm html 126 http://www.macworld.com/article/58721/2007/07/openxml. html and http://news.cnet. com/Microsoft-document-formats-gain-Mass.-favor/2100-1013_3-6194542.html?tag=nefd. top Report on the International Status of Open Source Software 67.
  • 68. an EHR (Electronic Health Record) system, the VistA127 (Digital Health security, obtain better quality software, reduce costs and achieve greater Record System), in order to improve the quality of the medical system reliability — all the benefits represented by OSS.”129 used by veterans. Different versions of VistA are already being used In November 2009, the official US White House website migrated to Drupal, in the Defence Department's Military Health System, in the Health an OSS-based content manager. After several months of planning, the Department and the Native American Health Service in Alaska. Outside Obama administration decided to replace the proprietary system it was the United States, this system has been implemented in the Mexican using with the latest version of Drupal. The President had already declared Social Security Institute, the Cardiology Institute in Berlin and the himself a “fan” of OSS even before being elected, supporting ODF open National Cancer Institute at the University of Cairo. formats 130 in 2007 when he used OSS during his campaign131. The government still has not taken a position in this regard132, and the proprietary software lobby is putting pressure on them. One example is the Business Software Alliance, created in 1988 by private companies. Private sector The election of Obama as president of the United States has renewed According to a 2009 Actuate survey133, 41% of the companies stated that the debate on OSS. they were already using OSS, 5.6% were in the process of implementing it and only 11.8% had no plans for adoption. The most commonly used OSS technologies were Apache (43.2%), Tomcat (31.5%) and MySQL (30.7%). The real driving force behind the launching and adoption of OSS in the United States has been the appearance of OSS product and service In February 2009, various companies and players in the sector wrote providers with a profitable, sustainable economic model. a charter128 for President Obama, asking him to consider OSS, arguing One example is Red Hat, a distributor of OSS with support. Red Hat's that it could reduce costs in the health sector, for example. Companies that have already signed this include Collaborative Software Initiative, business model is based on a service subscription model, providing Alfresco, Novell, OpenLogic, Red Hat, Unisys, Talend, MuleSource and maintenance and technical support for the OSS it markets. Novell is CSI, among others. 129 http://news.cnet.com/8301-13505_3-10147920-16.html In January 2009, President Obama requested a report from the president 130 http://www.eweek.com/c/a/Linux-and-Open-Source/Obama-Voices-Support-for-ODF/ y of Sun Microsystems, Scott McNealy. According to McNealy's report, http://blogs.the451group.com/opensource/2007/11/21/what-exactly-are-universally- “The government should authorise the use of OSS products to improve accessible-formats/ 131 http://www.linuxjournal.com/content/obamas-secret-weapon-geeks-lots-them 132 http://blogs.the451group.com/opensource/2009/01/21/obama-administration-seeks- 127 http://worldvista.org/AboutVistA advice-on-benefits-of-open-source/ 128 http://consideropensource.blogspot.com/2009/02/to-president-obama-please-consider- 133 Actuate: http://www.actuate.com/download/OpenSourceSurvey/oss2009.pdf open.html#comments 68. Report on the International Status of Open Source Software
  • 69. another OSS distributor. This American company entered the OSS Sun Microsystems is one of the suppliers that has carried out activities distribution business through the purchase of companies such as Ximian with the academic community134. An example of this is the OSUM (Open and SuSE in 2003. Source University Meetup), a community where thousands of university students and professors meet to form groups at different universities We can also report that large competitors in the Information Technology around the world, where they share and disseminate OSS knowledge. Industry (IBM, ORACLE, HP, etc.) are entering the field of OSS. There There are forums dedicated to technologies such as Java, OpenSolaris, are also many OSS companies, such as Alfresco, Windriver, BlackDuck, OpenSPARC, MySQL, NetBeans, GlassFish and OpenOffice; and on- Ingres, Pentaho, Zenoss, Liferay and Navica, for example. line courses, advice, webinars and on-line conferences with specialised Sun Microsystem engineers are also organised. In 2009, a group of the largest technology companies worldwide, including Google, Red Hat, Oracle, Novell, Canonical and AMD, as well as associations, non-governmental organisations, the OSS community and research entities, formed a group called OSFA (Open Source For America). The group's aim is to explain the benefits of adopting OSS in the administrations, thereby achieving a level playing field between OSS and proprietary software in bidding processes. The group hopes to obtain the federal certifications necessary to be able to participate in all software and service tenders for US administrations, including high- security computing projects. The combination of increasing governmental, institutional and educational support and the determined entry of major competitors from the Information Technology industry in the field of OSS will undoubtedly result in more widespread adoption of OSS in North American society. The person who until 2007 was CEO of Open Source Development Labs Universities (ODSL) founded the Collaborative Software Initiative that same year. This initiative is the result of his conviction that an opportunity exists to use Most OSS companies have sought involvement from universities in OSS communities as a platform for developing OSS solutions. As a result, CSI sells communities and projects, aware of the contribution they may make to and provides support for solutions developed by teams using collaboration OSS in terms of knowledge. tools such as CollabNet, with open platforms, that are less costly for their users to implement and maintain. In 2008, it launched TriSano, an application and an OSS community for the health sector. This is a citizen-oriented monitoring system for managing infectious diseases, which enables local, state and federal authorities to track, control and prevent disease and death. 134 http://blogultura.com/tecnologia/osum/ Report on the International Status of Open Source Software 69.
  • 70. The universities are also in the process of adopting OSS and providing There is no doubt that the incorporation of universities into the world of support for its development. We can see examples of universities that OSS will contribute to consolidating and extending the use of OSS in support desktop Linux (Boston University, University of Indiana, MIT, American society, and their participation in OSS projects will enrich the Princeton University, University of Washington, etc.) and universities that projects and accelerate OSS-based innovation. offer Linux training courses (MIT, UCLA, University of Washington, etc.) . 135 Communities MIT has carried out a complete study on whether Linux should be Private institutional support has also played an important role, extended throughout the entire university. Titled “IS Support of Linux complementing government support. The OSA136 (Open Solution Alliance) at the Desktop", it is based on user and institution interviews and its recently emerged as a private initiative to support OSS. Created in 2007, conclusion is that “the MIT community is ready to embrace Linux as a its mission is to expand the OSS market through collaborative actions. third desktop operating system.” As a result, the university is accelerating Among the companies who have joined this initiative are Black Duck, its free Linux support, beginning with student laptops. Ingres, Jaspersoft, Unisys, Talend, SourceForge and OpenBravo. The OSS Laboratory at the University of Oregon (OSUOSL) supports The first initiative was the OSI (Open Source Initiative)137, a not-for-profit different communities and projects based on open sources and code, organisation founded in 1998 with the aim of promoting open code. such as Linux, Apache, Gnome and Mozilla, providing companies the Currently, one of its best-known activities is maintaining the definition of resource capacity they were previously unable to obtain, as well as fast, OSS and certifying licenses complying with this definition, creating a nexus secure services. of confidence among developers, users, companies and governments. A few universities have conducted surveys of Linux use among staff and Special mention should be made of FOSSBazaar.org, a community students. At MIT, 22% of the students used Linux on their computers in which a Linux Foundation working group facilitates communication in 2000; at New Mexico Tech, 20% of the teaching staff used Linux on between OSS users and experts. This community was founded by the their work computers in 2002; at the University of North Carolina, 15% of following ICT companies and organisations: Linux Foundation, Coverity, those responding to the survey in 2002 preferred Linux; at the University Google, Novell, Olliance Group, OpenLogic, DLA Piper, SourceForge of Maryland, 13% of survey respondents used Linux; at the University and HP. The community is led by HP, and its objective is the existence of Texas, 8% of those surveyed used Linux in 2000; and at Harvard, 4% of a site dedicated to best practices in OSS management in companies, of the students used Linux in 2001. Generally speaking, it seems that the development and implementation of processes creating OSS Duke, Yale and MIT are leading the pack in terms of Linux use. policies in companies, and topics related to the selection, acquisition and implementation of OSS in companies. 135 The case for Linux in Universities http://www.kegel.com/linux/edu/case.html 136 http://www.opensolutionsalliance.org/osa/history.html 137 http://www.opensource.org/ 70. Report on the International Status of Open Source Software
  • 71. The Free Software Foundation (FSF) is the main organisation supporting In 2004, the Canadian Treasury Agency published a study139 in which the GNU project. The FSF's goals are to preserve, promote and protect it recognised the importance of OSS and recommended a focus for its the free use, study, copying, modification and redistribution of software, promotion: ensuring that there are no barriers to acquiring OSS, supporting and to defend the rights of OSS users. OSS suppliers by allowing them to register at the Software Acquisition Reference Centre (SARC) and ensuring that Canadian Government workers are acquainted with the different software options. 4.2.1. Canada Among the next steps taken were revising public purchasing practices to ensure that OSS will be evaluated under equal conditions, developing a guide on how to acquire and share OSS in the public sector, developing a Public Sector strategy with regard to property rights, and facilitating advice on licenses The Canadian Federal Government still has not taken sides with regard and other legal matters. to OSS. In spite of several examples of OSS adoption in the public sector, Another report issued by the Canadian Treasury Council is the “Free there is no clear policy regarding its use or the promotion of OSS. and Open Source Software Overview and Preliminary Guidelines for the The government's first public initiative was carried out by the Public Works Government of Canada.”140 and Government Services Commission (PWGSC), which organised the Both the Canadian Government's Ministry of Public Works and Services OSS conference in Ottawa in 2002. and the Canadian Treasury Council recognised that OSS is used in That same year, the government commissioned a study138 on the public sector in several federal departments141, an example being business opportunities in OSS for the Department of Information and the initiative in the city of Toronto, which migrated 450 workstations to Communication Technologies, belonging to the Ministry of Industry, OSS in 2003142. However, only recently do we see examples of clear the objective of which was to promote the competitiveness of ICT public commitment to the adoption and support of OSS in the Public suppliers. Administration. One of these examples is the approval by the City of Vancouver of the “Open Data, Open Standards and Open Source” In addition, the Infrastructure and Standards Council of the PWGSC proposal143 in 2009, which supported the adoption of open standards, assessed the direct and indirect implications of OSS business models in promoted the reuse of data and positioned OSS on equal terms with the government's IT investments. proprietary software during contracting procedures144. 139 http://www.tbs-sct.gc.ca/fap-paf/oss-ll/oss-ll-eng.asp 140 http://www.tbs-sct.gc.ca/fap-paf/oss-ll/foss-llo/foss-llotb-eng.asp 141 “Open Source Software in Canada: Open Source Business Opportunities for Canada’s Information and Communications Technology Sector: A Collaborative 138 “Open Source Software in Canada: Open Source Business Opportunities for Canada’s Information and Communications Technology Sector: A Collaborative Fact Finding Study,” by the e-Cology Corporation, September 2003, http://www.e-cology.ca/ canfloss/report/CANfloss_Report.pdf Fact Finding Study,” by the e-Cology Corporation, September 2003, http://www.e-cology.ca/ canfloss/report/CANfloss_Report.pdf 142 http://www.linuxtoday.com/infrastructure/2003072901826NWDTPB 143 http://vancouver.ca/ctyclerk/cclerk/20090519/documents/motionb2.pdf 144 http://www.itworldcanada.com/a/Daily-News/0c8fac07-b6bd-44ff-a37c-80f25ac5c44f. html Report on the International Status of Open Source Software 71.
  • 72. Private sector Universities Canada is a country with potential to develop OSS. Two national industrial Among the most active sectors is education. There are several examples associations, the Information Technologies and Communications of OSS development at Canadian universities and migrations in schools. Association (ITAC) and the Canadian Advanced Technology Alliance In 2003, the GULUS Linux user group at the University of Sherbrooke (CATA) came out in favour of OSS as a viable option to be considered launched EduLinux, a distribution for university use. alongside proprietary software. In British Columbia, several schools migrated to Linux in 2001, and a OSS use in Canada is in its early stages, as is shown by the fact that consortium of schools in Quebec launched the MILLE (Model for OSS the hybrid sales model is the most common, where companies adopt infrastructure in education) project in 2003. This school-based project, proprietary software solutions that run on OSS platforms. in collaboration with different public and private research organisations, documents the best practices for OSS educational portals. Business activity developing OSS in Canada is concentrated in large cities like Vancouver, Calgary, Toronto, Ottawa and Montreal. Canadian Communities suppliers are mainly small companies and individual developers145. Initiatives exist at both a social and university level, and an Internet The company ActiveState 146 provides solutions for companies using dynamic search for collaborators in repositories and communities turns up languages, and specialises in Perl, Python, PHP, Ruby, etc. ActiveState has evidence that Canada is present147. partners such as Intel, Sun Microsystems, Oracle, and O’Reilly Media; they Numerous OSS user groups and communities in Canada can be claim to work for more than 70% of the Fortune 500 companies. named. For example, there are more than 35 Linux user groups in 10 Canadian provinces. One of the most active Canadian OSS associations is CLUE148 (Canadian Linux User’s Exchange), whose objective is to increase the use and 145 “Open Source Software in Canada: Open Source Business Opportunities for Canada’s development of Linux, and of OSS in general, providing a meeting place Information and Communications Technology Sector: A Collaborative for users, developers and other players in the community, where they Fact Finding Study,” by the e-Cology Corporation, September 2003, http://www.e-cology.ca/ can share resources, define standards, etc. canfloss/report/CANfloss_Report.pdf 146 www.activestate.com 147 “Open Source Software in Canada: Open Source Business Opportunities for Canada’s Information and Communications Technology Sector: A Collaborative Fact Finding Study,” by the e-Cology Corporation, September 2003, http://www.e-cology.ca/ canfloss/report/CANfloss_Report.pdf 148 http://cluecan.ca/ 72. Report on the International Status of Open Source Software
  • 73. FACIL, the OSS association in Quebec, filed a lawsuit in 2008 against the Quebec State Government, arguing that it was giving preferential treatment to proprietary companies by buying products from these companies instead of using OSS alternatives149. The FOSSLC association is a not-for-profit organisation dedicated to OSS development, with the collaboration of both private companies and universities (Alfresco, Eclipse, University of Toronto, etc.). Some of its objectives are to provide and disseminate information about the nature and benefits of OSS, promote open standards and interoperability, and serve as a meeting point for interested communities, foundations and companies. Other initiatives, such as GOSLING (Getting Open Source Logic Into Governments), formed by citizen volunteers, are intended to informally encourage OSS use in government. Canada is a country with the potential to develop OSS. 149 http://www.osor.eu/news/quebec-government-sued-for-ignoring-open-source- alternatives Report on the International Status of Open Source Software 73.
  • 74. 4.3. LATIN AMERICA In 2003, the First Latin American and Caribbean Conference on Open Source Software Development and Use was held. The final declaration of this conference clearly shows the urgent need for different sectors to In Latin America, the development of the IS has come about largely begin considering OSS as an integral part of building the Information due to the penetration of the mobile phone. The countries that are the and Knowledge Society, and as a priority when designing policies heavyweights in terms of the number of mobile phone subscribers in the for development150. With high rates of illegitimate software use, OSS region are Brazil, Mexico, Argentina, Colombia, Venezuela and Chile. continues to have a limited future for development. Currently, the profile of Internet users is changing as the result of a large increase in the penetration of the Internet in the region. According to CEPAL (Economic Commission for Latin America), in overall terms in 2000, users were almost exclusively residents of large cities with a medium to high purchasing power and of working age. There are Brazil has been the leading country currently more and more users living in medium-sized cities, and use in OSS implementation, making it is even beginning to spread to rural areas, to younger users and little one of the most active Latin American by little to lower socioeconomic classes. This change is due in large countries in OSS use and production. part to the fact that the governments of these countries have committed to promoting initiatives that facilitate ICT access for their citizens. In this area, the creation of public access centres and Internet cafés has become especially important. It is estimated that the number of these government and private centres rose to 144,954 in 2006, providing coverage to more than 360 million residents. Founded in 1990, the Association for Progress in Communication (APC) is an non-governmental organisation and an international network of A trend has been observed in several Latin American countries (Ecuador, civil organisations whose goal is for everyone to have access to a free Argentina, Cuba and Paraguay, as well as Venezuela and Brazil) towards and open Internet. Their service offerings are based on OSS solutions, adopting OSS, especially with regard to the electronic administration. many of which have been developed by the association itself. An example of this trend is the Latin American Electronic Government Charter signed in 2007, which spells out the principle of technological fit, meaning that administrations must select the most appropriate 150 Open source software and the prospects for development in Latin America and the Caribbean http://www.mentores.net/Portals/2/mentores_net_sabemos_software_libre.pdf technologies to meet their needs. The use of open standards and OSS is recommended for reasons of security and long-term sustainability. Of all the countries, Brazil has been the leader in OSS implementation, making it one of the most active Latin American countries in terms of OSS use and production. 74. Report on the International Status of Open Source Software
  • 75. In some countries, the user groups have become centres for diffusing In Ecuador, the President of the Republic, Rafael Correa, through Decree and organising events, debates and in-depth studies on the implications No. 1014 of 10 April, 2008, established the use of OSS in computers of OSS use. Among noteworthy cases is the Linux user group in Uruguay, and systems as public policy for agencies within the Central Public Uylug, which along with UNESCO has organised regional conferences Administration. The document also authorises the use of proprietary on OSS to foster discussion on the topic at a national level. The Peruvian software only when no OSS solution exists that meets the needs or OSS Association is also involved in organising training and information when the IT project has reached the point of no return. events on a regional level, and it actively works with government agencies to take part in defining policies and strategies regarding information and communication technologies. Another interesting experience in Brazil is that of the GNURIAS and LinuxChix groups and the “Software Livre Mulheres” (Women in Open Source Software) Project, involving groups of women OSS users and developers who set their own agenda and engage in projects related to software development, dissemination, education and digital inclusion in collaboration with other groups and the OSS community as a whole151. Some studies have estimated that of the total number of Linux users around the world, approximately 5% are concentrated in Latin American countries, specifically in Brazil, Mexico, Chile and Argentina152. In Chile, OSS is being widely disseminated in schools through the public Internet access network for schools ("Enlaces"), which implements the Edulinex system. In this system, the workstations operate with Peru has also followed the "mandatory" route to introduce OSS within OpenOffice and the FireFox web browser . 153 the Administration. Peru's policies emphasise the idea of "open" as a right of all citizens, as a way to provide citizens with access to public information and to obtain high levels of security, for both the state and 151 Open source software and the prospects for development in Latin America and the its citizens. The proposed Law that has been published does not prohibit Caribbean http://www.mentores.net/Portals/2/mentores_net_sabemos_software_libre.pdf the production or sale of proprietary software, nor does it require the use 152 Open source software and the prospects for development in Latin America and the of any specific software or come out in favour or against certain suppliers Caribbean http://www.mentores.net/Portals/2/mentores_net_sabemos_software_libre.pdf (local or not). It also refrains from limiting software license types, but it 153 http://www.theregister.co.uk/2005/02/10/south_america_open_source/ does establish that the code must be open154. 154 http://www.theregister.co.uk/2005/02/10/south_america_open_source/ Report on the International Status of Open Source Software 75.
  • 76. In January 2010, according to the Reuters agency in Havana, Cuban In addition, small and medium-sized companies have emerged that are companies began to use a variant of an OSS operating system (NOVA) dedicated to providing OSS solutions through development, adaptation, as an alternative to Windows. According to the Official Weekly Workers' training and support services. Bulletin, several state companies would adopt “Nova,” the Cuban One of the more emblematic cases in business training is that of Ximian, adaptation of Linux. According to official data, 80% of Cuban networks an OSS company. This project, which resulted in one of the most widely and 20% of computers operate using open source architectures and used desktops for Linux, was led in Mexico. Ximian, previously known operating systems. Linux is also the operating system used by Cuban as Helix Code, was acquired by Novell in 2003156. Another Mexican Customs, as well as the Ministries of Higher Education and IT. project with a significant impact on the OSS sector is GNOME, a desktop environment for GNU/Linux, BSD and Solaris operating systems157. A noteworthy case is the Brazilian company Conectiva, which created a distribution of Linux specifically aimed at the Brazilian market, and which was acquired by Mandriva in 2005158. In Brazil and Venezuela, OSS use in the Administration has been implemented by decree. In the private sector, small, medium and large local companies have adopted OSS solutions at different levels, from their use in servers to some experiences with desktop applications. These experiences range from the pharmaceutical industry in Brazil to casino machines in Uruguay and numerous cases of small and medium-sized companies in Chile155. 155 Open source software and the prospects for development in Latin America and the 156 http://es.wikipedia.org/wiki/Ximian Caribbean http://www.mentores.net/Portals/2/mentores_net_sabemos_software_libre.pdf 157 http://es.wikipedia.org/wiki/GNOME 158 http://en.wikipedia.org/wiki/Conectiva 76. Report on the International Status of Open Source Software
  • 77. 4.3.1. Brazil The Brazilian Government promotes development and use through numerous regulations. In addition, it has created a series of bodies that have assumed leadership roles in the area of OSS and have taken charge of generating and coordinating actions aimed at discussing and disseminating it, especially within the government and state companies, such as SERPRO and EMBRAPA. In turn, there is strong commitment and leadership by public companies in the development and dissemination of OSS, especially through generating successful cases that can be replicated in private environments (such as the case Brazil considers Open Source Software as of the Bank of Brazil) and through initiatives that allow the generation of an emblem of the Information Society. new business opportunities for private companies, such as the INPE159. The Presidential Decree of 3 April 2000 created an inter-ministerial working group in Brazil whose objective is to propose policies to achieve universal access to services, a government that is accessible to all, and an advanced infrastructure. Later, through the Decree of 18 October 2000, an Executive Committee on Electronic Government (ECEG) was established, responsible for Public Sector formulating policies and coordinating actions to implement the electronic In keeping with the guiding objective for the strategic planning of administration in Brazil. technology, and specifically information technologies, namely “to That same year, the ECEG presented the document “Electronic democratise and universalise access to information and knowledge Government Policy,” in which the main objectives were defined as through the use of new technologies,” the Government of Brazil has the digital inclusion of all citizens, cost reduction and the improved used and promoted OSS as a tool for achieving its aims and as a central management and quality of public services, among others. part of its planning strategy. The ECEG also established the e-PING architecture, “Interoperability For Brazil, OSS is a key part of its IT strategy, both at a government level and Standards for Electronic Government,” which defines a set of policies a software industry level. Gaining independence from the large software regarding ICT use in the Administration. e-PING establishes that, companies is seen as an enormous opportunity for the development of whenever possible, open standards shall be adopted and existing OSS the local IT industry, considering the enormous human capital the country solutions shall be given preferential consideration. has and the size of its market, which makes the creation of an ecosystem apt for developing this type of technology feasible. 159 http://www.serpro.gov.br/noticias-antigas/noticias-2004/20040511_08 Report on the International Status of Open Source Software 77.
  • 78. In 2003, President Lula da Silva finalised the design of a policy Strategic Plan for OSS Implementation in the Federal Government. recommending the use of OSS instead of proprietary software in new Altogether, it includes 18 directives, 12 objectives and 29 priority actions computers for ministries, state agencies and government companies, that form the set of guidelines for the migration process162. making Brazil the leader in OSS implementation in Latin America. The The Brazilian Government's migration strategy began in five ministries; goal of the policy was for at least 80% of computers purchased during the Ministry of Cities, the Ministry of Culture, the Ministry of Mines and 2004 to have OSS systems installed. Energy, the Ministry of Communications and the Ministry of Science The OSS Migration Technical Group (GT-Migra) wrote documentation and Technology. These would serve as experience and as examples that formed the basis for implementing migration plans in governmental for other public entities and companies, such as Radiobras (Brazilian agencies and organisations (Free Guide , Cluster Guide, Migration 160 Communications Company), SERPRO (State Company for Federal Plan, Distribution Assessment Methodology, etc.). Government Information), DATAPREV (Social Prevision Data Company) and the Bank of Brazil. The general guidelines for implementing and operating the electronic administration161 indicate that “OSS is a strategic resource for implementing The Bank of Brazil is the largest financial institution in Latin America, e-Government,” “OSS must be understood as a technological option for which means that it has high licensing costs. It considered carrying the Federal Government. Wherever possible, its use must be promoted. out pilot tests with OSS technologies. The migration was carried out in Therefore, priority must be given to solutions, programmes and services stages. It has migrated to OpenOffice, Linux, FreeMind, G3270, DIA, based on open source software which promote the optimisation of PDFCreator, Mozilla Firefox, Apache/Tomcat, Moodle, DotProject, CVS/ resources and investments in information technologies." SVN/Trac, PostgreSQL, Eclipse, etc. The unnumbered Decree of 29 October 2003 ordered the creation of Currently, the migration process is included in the CISL 2009 Planning Technical Committees whose purpose, among others, is “to coordinate from the Strategic Committee on Open Source Software in the Federal and shape the implementation of OSS projects and actions." The Government163. Technical Clearinghouse for the Implementation of OSS and that for Regulation 4/2008 published by the SLTI/MP deals with Administration's Digital Inclusion were created. IT services contracting process. The process must identify different The Institute of Information Technology (ITI) has been charged with solutions, taking into consideration the availability of solutions in other coordinating the government's migration to OSS, running the Open Source Administrations, those existing on the Brazilian Public Software Portal, Software Brazil Project. One of the first initiatives of the ITI was to establish market alternatives, the existence of OSS, etc. a relationship between the government and the OSS community. In 2003, members of the Brazilian OSS community were invited to participate with government technicians in the creation of the Technical Committee's 162 http://www.softwarelivre.gov.br/planejamento-anteriores/copy_of_index_html/ 160 http://www.governoeletronico.gov.br/anexos/versao-em-espanhol-do-guia-livre 163 http://www.softwarelivre.gov.br/planejamento-cisl-2009 161 http://www.governoeletronico.gov.br/o-gov.br/principios 78. Report on the International Status of Open Source Software
  • 79. In 2007, the Brazilian Public Software Portal was created164 to generate According to a study166 published in 2008 by the Institute Without Borders, collaboration between users and developers, and it is currently the the current situation in Brazil is one in which 73% of large companies leading space for sharing OSS technological solutions. In addition to (with more than one thousand employees) use OSS. Most use it for increasing the number of users, this portal has generated significant both web servers and critical mission application servers. With regard to commercial activity, with a growing number of service providers. small companies, the percentage of OSS penetration is 31%. In the educational sector, Brazil has also implemented various initiatives Petrobrás, the largest Brazilian company and the company with the to promote and use OSS. The Centre for the Dissemination of Technology greatest productivity worldwide in deep water petroleum exploration, and Knowledge (CDTK) promotes the use of OSS through training courses. replaced its €8,000,000 supercomputer with a Linux-based cluster that This initiative is backed by the ITI, and has the support of the Ministry of processes more information at a greater speed than the supercomputer. Culture, the University of Brasilia (UnB) and the IBM company. Universities The objective of the National Programme for Educational Technology Univates is a Brazilian state university working exclusively on free (ProInfo) is to promote the pedagogical use of IT. The computers that form technological platforms. In 1999, the university centre UNIVATES, in part of the programme have a distribution called Linux Educational 3.0, which southern Brazil, decided to develop its own academic administration is based on Kubuntu 8.04. The programme has now taken its first steps system, called SAGU, using OSS tools. Due to the success of the and at the end of last year it already had no less than 29,000 laboratories product, the IT team at UNIVATES has developed other successful installed, which enables it to serve no less than 36 million students. OSS-based applications. UNIVATES offered the IT team the opportunity Launched in 2003, the “Computers for Everyone” programme intends to to become a separate entity from the university. facilitate access by the citizens to a quality PC with a GNU/Linux operating SOLIS currently develops OSS-based solutions for local industries and system and OSS applications. Another programme, “Computers for universities in Brazil. It charges for its services, and provides all its products Inclusion” provides recycled computers to support the dissemination of under a GPL license. Its objective is to support local companies and make them community telecentres and the computerisation of public schools and more competitive, as well as to create new jobs for people in the sector. libraries. The computers are equipped with office packages and a GNU/ Linux operating system. Communities Private sector The significant OSS activity in Brazil is naturally supported by heavy activity in the country's OSS communities. Debian and Ubuntu are the Development companies in Brazil are funded through domestic capital (98%) two most active communities, with local teams focusing their efforts on and are small in size, in terms of both turnover and the number of employees: translation into Portuguese. The GNU/Linux community also has several 79% have an annual turnover of up to €200m (only 11% have an annual user groups in Brazil, such as the Brazil GNU/Linux user group and the turnover of over €1m) and 70% have a maximum of 9 employees165. Paraná Open Source Software Movement. 164 http://www.softwarepublico.gov.br/O_que_e_o_SPB 165 Impact of Free and Open Source Software on the Software Industry in Brazil http:// 166 http://ciberprensa.com/brasil-adopta-el-software-open-source/ observatorio.cenatic.es/index.php?option=com_rubberdoc&view=doc&id=11&format=raw Report on the International Status of Open Source Software 79.
  • 80. 4.3.2. Argentina Before 2008, when a law was proposed to make OSS use obligatory in the Administration170, several provinces had already enacted various Public Sector initiatives to promote the development and use of OSS. In 2004, the Lower House of the Buenos Aires province approved a In Argentina, the central government promotes policies that do not resolution to migrate to OSS on all computers forming part of the favour either OSS or proprietary software. It establishes that proprietary organisation's computer network171. software will be used until the current contracts end, at which point new contracts will be negotiated, either with proprietary software suppliers or That same year, the Paraná City Council decided to migrate to OSS as a OSS suppliers, based on the criteria of quality versus price167. result of various problems with its proprietary software licenses172. The ASLE (Open Source Software Environment in the State) institution By means of Decree 1800/07 from the Executive Provincial Government, is in charge of tracking and collecting information on the different the Provincial Government of Misiones approved the Institutional Plan OSS experiences in the public sector around the world. The Argentine for Adopting Open Standards for Office Files in the scope of the Public Government is keeping its options open, without leaning towards one Administration in the Province of Misiones173, which establishes that type of software or another, while awaiting successful experiences that “any electronic office document created and issued by the organisations support the advisability of OSS use . 168 falling within the scope of application of this Decree must be encoded in a file format that meets the specifications established by standards ISO The two government agencies that coordinate IT policies and their 26300 (ODF) and ISO 19005 (PDF/A).” implementation, the National Information Technologies Office (ONTI) and the National Information Office, announced in 2004 that they would The City of Rosario is carrying out the transition to OSS use at the promote Linux in all Administration applications in order to reduce costs, desktop level, which it has called Project Munix. The project began create employment and improve security169. in 2004, and its success is ensured, thanks to the legal framework174 established for this purpose. 170 http://news.cnet.com/8301-13505_3-9918082-16.html 171 http://www.agencianova.com/nota.asp?n=2004_11_10&id=18665&id_tiponota=11 172 http://www.softwarelibre.cl/drupal//?q=node/485 and http://www.hcdparana.gov.ar/pdf/ 167 http://www.uta.fi/hyper/julkaisut/b/mannila-2005.pdf Proyecto2006.pdf 168 http://www.uta.fi/hyper/julkaisut/b/mannila-2005.pdf 173 http://www.misiones.gov.ar/egov/index.php?option=com_docman&task=doc_ download&gid=7&Itemid=27 169 Marko Mannila, “Free and Open Source Software: Approaches in Brazil and Argentina,” June 2004, page 25. 174 Ordenance No. 7787/2004 http://www.rosario.gov.ar/normativa/ver/visualExterna.do?a ccion=verNormativa&idNormativa=34024 and Decree No. 2833/2005 http://www.globaledevelopment.org/papers/FOSSTAMPEREMANNILA.doc http://www.rosario.gov.ar/normativa/ver/visualExterna.do?accion=verNormativa&idNormativ a=37700 80. Report on the International Status of Open Source Software
  • 81. Private sector Entre Ríos National University and La Plata National University collaborate in the initiative coordinated by the Telefónica Chair at According to the 2004 survey conducted by Argentina-based Trends the University of Extremadura as part of the LULA project: Linux for Consulting175, 42% of Argentine companies use Linux and many of them Latin American Universities, the objective of which is to create a Linux plan to implement OSS in new applications. distribution that compiles educational OSS applications used in Latin Many SMEs have been created that offer OSS products. The website for American universities. the White Paper on open source software176 lists Argentine companies that provide OSS services. One example of business-university collaboration is the DOGO project, carried out by the Openware company in collaboration with Rosario In 2008, the Argentine Chamber of Open Source Software Companies University, for the development of open code-based security software (CadESoL) was founded. CadESOL currently consists of eleven OSS suppliers. that would permit replacing current tools that require powerful hardware Its activities focus on promoting the development of businesses with OSS by simplifying the network protection system. through collective actions: projects, research, promotion and development. Universities Communities For several years now, the National University of La Plata has been Many OSS activists have organised themselves to promote OSS from carrying out projects contributing to the adoption and dissemination of a technical as well as a social perspective. SOLAR (Association of OSS in Argentina. Its initiatives include distributing GNU/Linux Lihuen Open Source Software Users and Developers of Argentina), a public and applying it in educational institutions at the primary, secondary association whose activities are primarily based in Buenos Aires, and and university level. For the past 10 years, the university has been ASLE, both played an important role in developing Ututo. successively incorporating OSS in collaboration with companies in order to obtain hardware compatible with Linux. Similarly, the university Among the user groups and associations that support OSS use is promotes social projects that enable students to carry out OSS- CaFeLug177. The Federal Capital Open Source Software user group is related IT development tasks for welfare, educational and third sector one of the largest groups in the country in terms of member numbers, and organisations that lack the funds for this. is the driving force behind several initiatives that are already considered regular gatherings in the community. 175 http://www.theregister.co.uk/2005/02/10/south_america_open_source/ 176 http://libroblanco.org.ar/ 177 Voces libres de los campos digitales [Free voices from the digital fields] http://www. sulabatsu.com/voces/Documentos/voces.pdf Report on the International Status of Open Source Software 81.
  • 82. LugRo is the GNU/Linux user group in Rosario. It is another historical 4.3.3. Mexico group in the local community. It operates in coordination with the Association of New Technologies (ANT), which was established as an Public Sector NGO to manage OSS-related activities in the city of Rosario. In order to speed up development in the IT sector, the Secretary of the Economy presented the Programme for the Development of the Software Industry (PROSOFT) in 2002, with a 10-year plan (2003-2013)179. Its most important objective is to create the elements necessary to foster a robust software industry in Mexico by means of regulation and providing funds. Since its creation, it has maintained a continuous and equitable Ututo, distributed by Linux Argentina, dialogue with all those involved in the Mexican software industry, plays an important and symbolic role in including AMESOL (the Mexican Open Source Software Business Latin America. Association), a public NGO representing the business community in the OSS industry. AMESOL is an active promoter of open standards and free competition among all players. Nowadays, it covers the entire Mexican software industry and has established clear, long-term growth-orientated objectives. LugLi178 is the Open Source Software user group in Litoral. Most of its members are from the provinces of Santa Fe and Entre Ríos, and they Significant OSS penetration can be found in the Public Administration, communicate by means of a mailing list to question and comment on both at a state and local level. The Government of Mexico City has matters related to the field of GNU/Linux. They have made substantial developed its own GNU/Linux distribution. This project, carried out contributions to the LuCAS project in terms of free documentation in by the Subdirectorate of Information Systems for the Tlalpan District, Spanish. Several members of this group also take part in projects like concerns a customised distribution for the government.180 Gleducar or organisations such as the Free Way Foundation. According to a recent study published in 2009, “The Perception of Open In turn, the USLA, Argentine Users of Open Source Software, serves as Source Software Use in the Public Sector in Mexico,” which included a platform to provide support to groups across the country that need it. a survey of nearly 350 civil servants, 74% stated that they were aware USLA is the successor to LugAr, one of the first user groups established in Argentina in the 1990s. 179 In 2013, annual software production is expected to reach $5 billion USD ($15 billion USD in annual sales, when adding in IT-related services) and it is recognised as the leading 178 http://www.lugli.org.ar/mediawiki/index.php/Portada Latin American country in terms of software development and digital contents in Spanish. 180 http://www.somoslibres.org/modules.php?name=News&file=article&sid=1217 82. Report on the International Status of Open Source Software
  • 83. of OSS and 66% used it181. Among the difficulties that they faced when Private sector implementing OSS, those interviewed mentioned some related to the lack of According to Gilberto Romero184, a business systems analyst for the knowledge or experience, poorly documented OSS tools and applications Select company, Linux has primarily been used as a platform for Intel and difficulties related to integration with proprietary software. X86 servers and server applications. In the area of Internet portal The Presidency of the Republic Internet System (SIP) is the entity servers, the average adoption rate is between 12 and 15% per year. OSS in charge of disseminating all topics related to the Presidency of the is penetrating in companies with between 250 and 1,000 employees, Republic through electronic means, and it uses technology solutions who want to reduce their platform adoption costs and need servers or based on OSS182. The SIP is a strong promoter of OSS at all levels of systems that provide greater stability for their equipment. government. It was precisely an initiative by SIP that was responsible for the creation of the portal softwarelibre.gob.mx, which has been The consultancy firm IDC reports that 60% of the companies in Mexico dedicated to providing information and guidance on OSS-related topics and Latin America are in the stage of evaluating, implementing or adding in government since 2005. to the Linux operating system for servers, which represents 40% in terms The two largest state companies in Mexico are linked to the energy of workstations. In 2006, Linux use grew by 7.6% in Mexico, making it industry, and both state companies use OSS extensively. The PEMEX the second largest Latin American market after Brazil. subsidiary dedicated to exploration uses large Linux-based clusters for According to information published by Select, in Mexico, 72% of servers seismic analysis. Meanwhile, the Federal Electricity Commission (CFE) that are operating with Linux use versions downloaded from the Internet uses OSS on a daily basis in many of its activities. by company staff, without contacting any other company to carry out Other institutions, such as the National Defence Ministry, the Senate, the implementation. Select indicates that in 2009, at least 39% of all the Ministry of the Environment and Natural Resources (Semarnat) and Mexican companies, including SMEs, will use OSS. the CFE already use different OSS programs183. Universities 181 Percepción del uso Software Libre en el Sector Público de México. [Perception of Open One example of OSS implementation in universities is that of the Source Software Use in the Mexican Public Sector.] <http://www.politicadigital.com.mx/pics/ pages/analisismodelos_base/Estudio_Software_Libre_en_el_Sector_Publico.pdf> Polytechnic University of Pachuca: 95% of the servers operate using 182 http://www.software.net.mx/desarrolladores/minegocio/noticias/codigoabierto/ the CentOS operating system, and the other 5% use Debian185. softwarelibre.htm 183 http://softwarelibre.fox.presidencia.gob.mx/?q=node/384 Mexican universities also contribute to disseminating OSS through programming courses, such as those offered by the University of Cuautitlán Izcalli and the Autonomous University of Chiapas. 184 http://www.amesol.org.mx/index.php?option=com_content&view=article&id=165:mitos- y-verdades-del-software-libre&catid=77:noticias-de-la-industria&Itemid=100 185 http://softwarelibre.fox.presidencia.gob.mx/?q=node/388 Report on the International Status of Open Source Software 83.
  • 84. Communities That same year, the government published Decree 3390 on OSS use in the Administration, which contained the mandate for the Administration Among the Mexican communities, Debian, Ubuntu and Gnome are the to migrate to OSS within a period of two years. This was the starting point most active. The Mexican Mozilla community has worked on developing for the execution, over several years, of a series of migration plans in add-ons to adapt the Firefox web browser to Mexican Spanish. Among the Administration and a series of initiatives were carried out supporting other communities that help promote OSS in the country are Unixméxico OSS, such as the registry of Institutional Plans for Migration to Open and the Open Source Software Community of Mexico City. Source Software in the Public Administration, the creation of the Open Source Software Academy and the software factory,186 among others. 5.3.4. Venezuela In July 2005, the Open Source Software Migration Plan was approved, which established that the Federal Public Administration must give priority to the use of OSS developed with open standards on its platforms. The Public Sector Guide for the Federal Public Administration's Open Source Software Migration Plan was also published. The plan addresses four areas: In Venezuela, OSS was first introduced to the country in 2004 with the migration and standards, OSS awareness, training and fortifying the publication of the “Libro Amarillo del Software Libre: Uso y Desarrollo del software industry. SFA en la Administración" [Yellow Book of Open Source Software: the Use and Development of OSS in the Administration], which includes a The INVESOL (Venezuelan Open Source Software Industry) portal is compendium of presentations and work undertaken, as well as the result of an initiative by the CNTI (National Information Technologies Centre) that panel discussions on topics related to OSS adoption in the Administration. brings together different players in OSS on the one hand, and the state's demand in this area on the other. This tool is intended to promote the exchange of OSS solutions and services. The CANAIMA project is another initiative by the CNTI, in collaboration with the Venezuela Open Source Software community, the Debian community and other foundations. Various totally OSS-based tools have been developed within the framework of this project, originally in Venezuela, along with Brazil, is one of response to the office needs of end users in the Public Administration, the Latin American countries whose but also to the rest of the users by extension. government has made a firm commitment Private sector to OSS. The promotion of the adoption of OSS by the Venezuelan administration has led to the emergence of an associated private sector providing technical support to public entities during migration. 186 http://sistemas.fsl.fundacite-merida.gob.ve/ 84. Report on the International Status of Open Source Software
  • 85. Communities The aim of the Open Source Software Association of Venezuela (SOLVE) is to provide a stable platform for participation and information exchange in all OSS-related areas. It is formed by students, professors, civil servants, members of NGOs, organised communities, representatives from private companies and individuals. The goal of the Linux community in Venezuela is to share information and experiences with regard to OSS and Linux. In particular, it aims to support their dissemination and use. 4.4. ASIA This region is characterised by disparities between the status of OSS in the advanced countries (Japan and South Korea) and in the emerging countries (China, India and others). Developing countries in Asia have experienced significant growth in ICTs over the last few years, increasing their consumption of certain ICT-related goods and services in the most No data is available regarding the degree of OSS adoption in the private important urban areas. sector, but OSS penetration in this sector will undoubtedly grow with OSS adoption by the Public Administration. Universities In the context of national OSS promotion, it is no surprise to see the large number and great diversity of OSS projects carried out in Venezuelan universities with primarily state funding. One example is the project at the India holds first place in software Central Venezuelan University, financed by the Organic Law for Science, and IT service exports worldwide, an Technology and Innovation (LOCTI): "Parallel Computing Methods for industry that will represent 11% of the Process Optimisation and Simulation in the Energy Sectors." country's GDP in 2010. Report on the International Status of Open Source Software 85.
  • 86. The incipient incorporation of the developing countries into the IS has not The level of OSS development in the region is not very homogenous, only stimulated growth in the region, it has also made it one of the main and it is led by the countries that we have already mentioned as the sources of ICT goods and services for the rest of the world's markets. leaders in software and hardware production, namely India and China. The hardware and telecommunications equipment markets reach their Different agreements in the region have fostered the advancement highest figures in the Asian-Pacific region. Examples are China, as the of OSS. One such agreement is the CJK, between China, Japan and main source of hardware, and India, as one of the leading sources of Korea, to adapt OSS to local languages. Another noteworthy example software production. The revenue of other countries, such as Malaysia is the recently-created AOSSC (Asian OSS Centre) alliance, signed by and Vietnam, for ICT product exports is also increasing. This trend is 10 Asian countries/regions: China, Hong Kong, India, Indonesia, Japan, expected to continue and to accelerate over the next decade. Macau, Malaysia, the Philippines, Singapore and Thailand. The aim of This economic growth, not only in the area of ICTs, but also in other this alliance is to promote OSS adoption and development in Asia. sectors of production, is leading to the economic development of societies in the region, and the advancement of the IS along with it. If we consider the largest Asian countries, their current work to advance the use of their respective languages, together with the still low levels of Internet penetration found in most countries in the region, means that there is enormous future potential for these languages on the Internet. This is the case for Chinese, with the population of China being more than 1.3 billion, of whom only 184 million are Internet users. These figures demonstrate the importance the country will have over the next few years. The countries with the highest incomes in the area were the first to define and adopt policies with regard to ICTs, followed by the rest of the countries in the region, who came to identify the ICT industry as key to the economic development of the region. In Asia, the correlation between the IS and OSS indices is not as strong as it is in regions with more developed economies. This may be due to Most of the activities carried out by OSS communities in this region are the fact that these are low-income countries whose economies make aimed at the local adaptation of OSS, made necessary by the need money by producing Information Technology and Communications to cater to the variety of languages in the region. The lack of English products, but whose citizens lack the financial capacity to consume proficiency in the region (except in India) is an important factor that limits them en masse, with the exception of Japan and South Korea. the contribution made by these countries to the global OSS community. At the same time, these initiatives for local OSS adaptation by the 86. Report on the International Status of Open Source Software
  • 87. community have an incalculable value, as they significantly contribute to bringing the IS to local populations, especially in the case of languages with alphabets using non-Latin characters. The International OSS Network (IOSN) is an OSS Centre of Excellence in the Asian-Pacific region that believes that developing countries can improve their economic and social conditions by using accessible software, such as solutions provided by OSS. The role of governments in OSS adoption and promotion varies from resolute interventionism in the case of China, where the only local OSS distributor is a state company, to India's more liberal approach, with opinion divided between the advantages that OSS promotion has for its economy, and its dependence on the foreign multinational software corporations established in the country, for whom the important Indian software sector works (the so-called software factories). Intermediate positions have been adopted by the governments of Japan and South In Korea, OSS implementation has been carried out primarily through the Korea, both of which have clear policies promoting OSS. In Japan the Haansoft corporation, and OSS penetration is already quite significant aim is to reduce their dependence on multinational software companies, in the banking and hospitality sectors. The lack of support has slowed while in South Korea it is to promote the national ICT sector and thereby down greater OSS penetration in the Japanese private sector, but some boost the economy. OSS companies are consolidating their positions in the country, which In all countries within the region, universities make an important will help to make its use more widespread. contribution to regional OSS development, participating in collaborative OSS is quickly becoming an essential part of the IT infrastructure in Asia. projects with major OSS companies such as Sun Microsystems, Red Hat According to Gartner, a firm of analysts, approximately 60% of state and IBM, but particularly by training qualified OSS professionals. Clear agencies in Asia will be using OSS in their critical missions by 2010. examples are the Linux Hub Centre at Seoul University, in collaboration with IBM, or the Institute for Open Technologies and Applications (IOTA), a joint-venture between the state of West Bengal, Jadavpur University (India), Sun Microsystems and Red Hat. OSS penetration in the private sector is still not very high, but OSS has already achieved an important position in South Korea, and to a lesser degree in Japan, and it is expected to make great strides in China over the medium-term. Report on the International Status of Open Source Software 87.
  • 88. 4.4.1. India There is no unanimous opinion about the effort made by the government to promote OSS. One opinion188 is that the government does not provide enough official Public Sector support to OSS use and development in the country. The reason The government promotes OSS use through different initiatives, such as for this is that it does not want to enter into conflict with interests in the National Resource Centre for OSS (NRCFoss), whose activities focus the technology sector: the relatively neutral policies of the Indian on training, repository creation and maintenance, local adaptation, policy Government with regard to OSS are motivated by the desire to keep formulation and the promotion of OSS-related business initiatives . 187 American companies in the country189, since the technology industry is vital to the Indian economy190. The Linux India Initiative was launched by the government with the primary objectives being to develop OSS resource centres and pilot Some opinions to the contrary believe that the Indian Government, projects, support OSS local adaptation and carry out research studies. recognising the advantages OSS provides in a country like India, is proactively promoting its development191. Private sector India has been involved in OSS for many years, due to the inability of Indian companies to invest in proprietary technologies. OSS was seen Today, Bangalore Valley is as as a way of avoiding licensing costs. The first to adopt OSS were Indian competitive as the American Silicon technology companies, those providing software development services Valley in terms of providing a to foreign companies, that had the internal technical resources to support technology development cluster. OSS environments. Later, government agencies were the next to adopt OSS in workstations, in order to avoid paying licensing charges. Various government departments have adopted and are using OSS at both a national and 188 Madanmohan Rao states that the government's attitude toward OSS has been strongly influenced by the Microsoft lobby. 189 Andrea DiMaio, analyst at Gartner. 187 See http://www.nrcfoss.org.in/index.php?option=com_content&task=view&id=41&Item 190 The top 20 Indian IT service companies generated altogether $5.77 billion in exports id=86 in 2004, according to CNET Networks Inc.http://news.cnet.com/India-Speaking-your- language/2100-7344_3-5951942.html?tag=mncol;txt 191 According to François Bancilhon, the CEO of Mandriva, “The Indian Government has a strong will to promote open source due to the potential to save costs and gain independence. India has a (sic) strong software expertise and wants to have the ability to control its own technology by being a partner, rather than a customer.” 88. Report on the International Status of Open Source Software
  • 89. state level, although the large-scale implementations have been carried out at a national level.192 Recently, this trend has slowly extended towards end users in companies, due to the maturity of OSS, and this has been strengthened by the presence of important open source software companies in the country. Nonetheless, OSS penetration over the short-term will be concentrated mainly in server environments, where it is forecast to reach a market share of 20.8% in 2011193. The lack of strong support for OSS applications leads us to believe that it will not achieve high development growth rates, even though the greater presence and support from OSS companies will increase its penetration. Some examples of OSS applications available are those used for meteorological forecasts, surveillance and petroleum exploration. In reality, India is one of the leading countries in the region, with enormous potential and where companies such as Oracle, IBM, Red Intense activity in the private software sector in the country has generated Hat, Microsoft, Mandriva, Infosys, InfoAxon Technologies Ltd., etc. are the need for qualified manpower, trained in information technologies. fighting for a place in the sector. Indian universities have trained these qualified human resources for the country. Its universities and technology institutes have renowned Universities international prestige for their high academic level in mathematics and scientific courses. India has a considerable base of human resources with technical know- how and a growing interest in OSS194. In fact, the educational system Recently, large international projects from multinational software in technical fields is built around the Unix concepts. Most IT courses companies have been increasingly including open source technologies, base their training on Linux, and as a result, there is a large number of which is creating a demand for qualified employees. Indian universities engineers with this knowledge195. have responded by providing training and participating in OSS projects, often in coordination with multinational software companies. 192 Madanmohan Rao, Research Director at the Asian Media Information and Communication A clear example of this is the Sun India University Program, which Centre, in statements made to CNET Networks Inc. 14 November 2005. achieves active participation on the part of hundreds of university 193 Gartner report “Open Source in India, 2008.” www.gartner.com students in projects like OpenSolaris, NetBeans, Project GlassFish, 194 IONS-UNDP International Open Source Network country profiles. <http://www.iosn.net/ OpenPortal and Apache. south-asia/countries/india/wiki/> 195 Approach Document for The Linux India Initiative by The Government of India. Academic and R&D&I sectors are also beginning to use popular OSS http://atulchitnis.net/writings/oss_govt.pdf tools in areas such as digital signal processing, design and drawing, SIG, library management, academic course management, etc. Report on the International Status of Open Source Software 89.
  • 90. Financed by the Indian Government, the NRCFOSS projected was It would seem that India, a country with low incomes, where a majority of launched in April 2005, with the mission to promote OSS in the country. the population cannot afford to buy a computer, which would cost more This project is being carried out jointly by a government R&D&I agency than their annual salary197, where there are the skills and knowledge called C-DAC (Centre for Advanced Computing) and the AU-KBC necessary to modify source code, and where there is an unmet demand Research Centre at Anna University in Chennai. for local adaptation by proprietary software suppliers, has the appropriate characteristics for the population, companies and the government to Communities advocate OSS use. There is a network of more than eighty user groups, although not all are of the same size or equally active. The largest groups are located in cities such as Bangalore, Delhi, Mumbai, Kolkata, Chennai and Hyderabad, 4.4.2. China although smaller user groups have also been created in smaller cities. Several national networks are also in operation, such as the Linux India Network or the Free Software Foundation-India. Active communities in India include: BOSSGNU/Linux, Debian, Ubuntu, IndLinux, focused on local adaptation projects; Anjuta, dedicated to the IDE project; OpenOffice, producing local adaptations and improving functionalities; and Fedora, centred on local adaptation activities. In China, the OSS movement is Generally speaking, the projects carried out by OSS communities concern controlled by the government, not initiatives related to programming language projects in local languages, by the market. as well as local adaptation196, educational and development projects. At a non-governmental level, the Indian not-for-profit organisation, Twincling, develops and promotes the use of OSS. In addition, the National Public Sector Resource Centre project created by the Indian Government's Department of Information Technologies has an unofficial website maintained by Anna OSS growth in China is based on the expansion of Development University to facilitate activities associated with the project, and is one of Communities and use by the Administration. In China, OSS not only the academic centres promoting OSS training in India. receives important backing and promotion by the government, OSS development is also planned and orchestrated at a governmental level. OSS development and implementation is not dictated by the market, 196 “Localizing free software for a free country” is the slogan of IndLinux, some of the largest rather by the government. and most popular groups that have been extremely successful in their local adaptation work. 197 The per capita income in India is $474 USD, while the cost of a PC is $227 USD and software, $250 USD, according to information provided by Javed Tapia in an interview at Red Hat. <http://www.redhat.com/magazine/015jan06/features/tapia/> 90. Report on the International Status of Open Source Software
  • 91. The reasons why the Chinese Government seems interested in Private sector implementing OSS in the country are not merely economic. The In spite of the fact that much has been made of the OSS phenomenon in boost generated in the local software industry, cultural and political China200, in reality it is still very young. In the Chinese software market, reasons198, and specifically scepticism regarding proprietary software, OSS penetration is greater in the operating system and database are determining factors behind the firm support for OSS given by the management segments than in the applications segment. OSS in China Chinese Government. means Linux. With a 30% market share201, it is estimated that Linux Regulation by the Chinese Government requires all new computers to achieved a revenue of €14m in 2007. be sold with preinstalled OSS and encourages the purchase of software made in China to reduce dependence on intellectual property from foreign countries. Massive projects have also been carried out for the electronic administration. The Chinese Government promotes several software standards at a state level. These standards give national suppliers an opportunity to compete on equal terms in their market with international suppliers. The main Linux supplier in China is Red Flag Linux. Founded in 1999, its second largest shareholder is the government. Red Flag Linux is the company behind the Asianux project, along with Miracle Linux in Japan and Haansoft in Korea, whose aim is to develop a standardised Linux for use in Asia. The version Asianux 2.0 is currently on the market. Red Flag Linux has been responsible for implementing OSS in government, at local, provincial and national levels. Linux is used, for example, by the National Ministry of Science, the Ministry of Statistics, China continues to be a good breeding ground for the adoption of OSS the Chinese Postal Service, the General Customs Office, the Chinese technologies. Given that it is a developing country, it has practically Academy of Science, the State Tobacco Monopoly Administration (STMA) no constraints in terms of legacy systems, and it can adapt to new and the Digital Library project at universities. In fact, the government technologies such as OSS. Lower ownership costs, the availability announced that all government agencies must use only local software of the necessary applications and open standards and development by the year 2010 . 199 processes are the main catalysts behind the growth of OSS in China. 200 An Internet search for “open source in China” on 4 September 2009 produced 88.8 198 News article published at CNET Networks Inc. Publication date: 14/11/2005. http:// million results; “open source in India,” 57.9 million results, “open source in United States,” news.cnet.com/China-Local-software-for-local-people/2100-7344_3-5951629.html 78.7 million results; “open source in Europe,” 44.3 million results. 199 Gartner China Attempts to Block Foreign Software in Government. 201 Including that installed on servers, embedded software and installed in mobile phones. Presentation by Apache's J. Aaron Farr in 2007. http://cubiclemuses.com/files/open_source_ in_china.pdf Report on the International Status of Open Source Software 91.
  • 92. The desire to reduce costs and improve security may convince some The LUPA Foundation offers nine certifications, including qualifications companies to use OSS technologies. However, support and complexity for software engineers. During the last month alone, it published 11 problems associated with OSS environments due to the lack of Chinese Linux textbooks in response to government demands to learn advanced characters are the main factors inhibiting its adoption. Nonetheless, it technologies. should be stressed that greater awareness concerning legal software A similar initiative, also in 2005, was the Guangdong Linux Centre, use would enable greater OSS development. which along with 27 universities created the Guangdong Leadership of Open-Source University Promotion Alliance (GDLUPA). GDLUPA is very involved in training university students as Linux programmers. One of the main projects in which various universities are currently involved is the local adaptation of many OSS programs from non- China is referred to as one of the Chinese speaking countries, such as Sakai. The expected trend is for countries that will determine the Chinese universities to collaborate with other universities worldwide to growth and potential of OSS, not only jointly develop specific OSS for their sector. in Asia, but around the world. China is considered to be one of the countries that will determine the growth and potential of OSS202, not only in Asia, but around the world203. Communities OSS communities in the country still seem rather young204. The OSS Universities development model in China may be different to that in other countries. Another fundamental pillar in the development and implementation of However, their lack of visibility may be due to language barriers. Another reason given is that communication within the Chinese OSS community OSS in China has been its educational system. Chinese universities may be different205. It is interesting to note that in user groups such as have opted for OSS for cost-related reasons, but also in order to employ the Beijing Linux User Group (BLUG), over 50% of the members are the large number of graduates with vast knowledge in software and foreigners and the website is in English. application development. 202 100,000 programmers graduate every year, the domestic software market in 2005 In 2005, The Zhengjiand Linux Centre (ZJLC) formed an alliance with nearly was $5.8 billion (17% higher than in 2004), there are 160 million Internet users (8% of the 70 Chinese universities called the Leadership of Open-Source University population) and a Java developer costs $10 USD/hour. Presentation by Apache's J. Aaron Farr in 2007. http://cubiclemuses.com/files/open_source_in_china.pdf Promotion Alliance (LUPA). LUPA founded Lupaworld, a community 203 Presentation by Apache's J. Aaron Farr in 2007 http://cubiclemuses.com/files/open_ where members exchange ideas and share OSS-related knowledge. The source_in_china.pdf LUPA Foundation has resulted in more than 300 universities and schools 204 “China’s open source communities are relatively small and don’t have much influence. There is a lack of big projects, few players, and little money,” (Hu Ke, CCID Analyst). offering core courses in open code technologies. 1500 professionals have Presentation by Apache's J. Aaron Farr in 2007. http://cubiclemuses.com/files/open_source_ in_china.pdf obtained Linux operator or administrator certification. 205 IONS-UNDP International Open Source Network country profiles <http://www.iosn.net/ south-asia/countries/china/wiki/> 92. Report on the International Status of Open Source Software
  • 93. The initiatives and alliances in the field of OSS in China are very varied, Once again in 2004, it announced the start of 1,000 Linux migration both at a national and a regional level, and representatives from large projects210 in local governments as part of a general migration plan. In 2006, ICT companies often participate in them. it announced a plan to begin several Linux migration pilot programmes in different cities to set an example for the rest of the country211. The COPU (China OSS Promotion Union) describes itself on its website as a voluntary, non-governmental social alliance between companies, According to some publications, Korea's continuing plans for migration communities, universities, research organisations, clients, industrial to Linux correspond to the long-term lack of support and compatibility organisations and promotional and support agencies, with governmental from Microsoft. For example, Microsoft decided to stop providing update guidance. Created in 2004, its structure was later adjusted to include patches for the Windows 98 antivirus program, leaving many Koreans a Think Tank that meets annually to reflect and provide advice to the without updates. Sector data indicates that nearly 13% of all PCs in COPU. The experts include directors and founders of the main entities in the sector206. COPU's primary objectives are to promote Linux/OSS Korea use Windows 98, most of which belong to government agencies212. development in China and to foster communication and cooperation in By opting for OSS, the government intends to reduce dependence on OSS between China, Japan and Korea. In this sense, the CJK constitutes proprietary software suppliers and strengthen the local industry. a collaborative agreement between China, Japan and Korea. This group Private sector works to develop and market a unified Linux platform for all of Asia, and also concerns itself with OSS education and training. Haansoft is the leading company in the market. One of its subsidiaries, Hancom Linux, Inc., has around 80% of the market share in word processors and has had significant commercial success with its Linux 4.4.3. South Korea developments for embedded software and computer applications. Its software operates in different languages, including English, French, German, Greek, Russian, Spanish and Japanese213. According to Public Sector declarations made in 2005 by Haansoft, then known as Hangul and As early as in 2002, the government announced a migration project207 Computer214, Korea was facing a unique market situation, with Unix for 120,000 of its workstations (23% of all computers) from Microsoft to the Korean Hancom Linux distribution208, Linux Deluxe, in its ministries, 210 Korean IT News, “Local Autonomous Governments To Adopt Linux Operating government agencies and universities. At that time, many government System,” by Yun Dae-won, February 2004. http://english.etnews.co.kr/news/detail_top. html?id=200402230006&art_grad=9 agency and bank portals were using only proprietary systems209. 211 http://www.egov.vic.gov.au/index.php?env=-inlink/detail:m1159-1-1-8-s-0:l-687-1-1-- 212 http://www.reallylinux.com/docs/linuxasiapac.shtml 206 Linux, Apache, MySQL, Ubuntu, FSF, IBM, SourceForge, Intel, JBoss, Mozilla, Red Hat, Novel, SUN, Oracle, etc. 213 http://ce.mdic.gov.br/SOFTWARE/Pais%20-%20Korea%20-%20The%20Status%20 of%20Open%20Source%20Software%20(OSS)%20na%20Korea.pdf 207 http://www.theregister.co.uk/2002/01/14/korea_migrates_120k_civil_servants/ 214 Hangul's word processor was the leading word processing package in Korea until the 208 Hancom is a company belonging to the Haansoft Group. end of the 90s. Microsoft tried to buy the company in 1999. 209 http://news.zdnet.co.uk/software/0,1000000121,39116799,00.htm Report on the International Status of Open Source Software 93.
  • 94. dominating in the public sector and Windows in the private215. Since to create Linux centres to promote and provide training in OSS, such then, Haansoft's Asianux has been able to gain ground on Unix in the as the Linux Hub Centre at Seoul National University. Another example public sector, and on Microsoft in the private sector. is the creation of a working group with the aim of standardising the software and hardware sector, with participation from companies such Another heavyweight in the sector is Linux Security Inc.216, which won as Samsung Electronics, HanCom LINUX and Wow LINUX.220 tenders to supply Linux solutions to both the Korean and Chinese governments. Communities The industry with the greatest OSS adoption ratio is the banking The government also promotes initiatives involving the local adaptation sector. A well-known example was the implementation of the Internet and standardisation of Linux in Korea, such as Booyo, a Linux banking system by the Korean Federation of Community Credit distribution for desktops and the leading Linux standard platform Cooperatives (KFCC). However, there have also been implementations in Korea. Collaborating in this project are the Seoul Electronic and in other sectors, such as the South Korean airline Korean Air's revenue Telecommunications Research Institute (ETRI) and several local management system, and various applications in hospitals, the National companies, among them Samsung and Haansof221. Cancer Centre and Seoul National University.217 The South Korean Software Industry Promotion Agency (KIPA) is a Universities member of the Linux Foundation. This agency signed an agreement in 2004 with Brazil's National Information Technology Institute (ITI) in order The Korean Ministry of Education launched the OSS-based NEIS to exchange information on experiences with OSS222. (National Educational Information System) project218. The system is intended to store data on all students, enabling schools to access and One of the latest initiatives by the Korean Government, specifically share information on-line as part of the Korean educational system's by the Ministry of Knowledge and Economy (MKE), has been to hold modernisation plan. a worldwide contest for developers223, the Open Source Software Challenge 2009224. This was organised by the KIPA, the Korean OSS A large part of the effort in promoting OSS in Korea comes from the Association (KOSSA), and the Korea OSS Promotion Forum (KOPF). universities, such as Seoul University219, for example. Industry and the Sponsors included Samsung, Black Duck, Haansoft and the Linux government have reached various agreements to create local centres Foundation, among others. of excellence to provide training. One example is IBM, which agreed 215 Jong Jin Baek, CEO of Haansoft 220 http://www.techlearning.com/story/showArticle.php?articleID=193006191 216 www.linuxsecurity.co.kr 221 http://www.oss.or.kr/booyo/booyo_partner/index.htm 217 http://ce.mdic.gov.br/SOFTWARE/Pais%20-%20Korea%20-%20The%20Status%20 222 Software Livre.org, “Governo brasileiro assina acordo de cooperação com o governo of%20Open%20Source%20Software%20(OSS)%20na%20Korea.pdf coreano,” [Brazilian Government signs a cooperative agreement with the Korean Government. 17 November 2004. http://www.softwarelivre.gov.br/noticias/coreia 218 TechLearning, “Open Source in South Korea,” by Jeremy Mereness, October 2006. http://www.techlearning.com/article/13976 223 http://ldn.linuxfoundation.org/blog-entry/korean-oss-contest-opens-doors-worldwide- developers 219 http://www.reallylinux.com/docs/linuxasiapac.shtml 224 http://ossproject.or.kr/international/ 94. Report on the International Status of Open Source Software
  • 95. With regard to the most important OSS projects without commercial 4.4.4. Japan aims, efforts are focused on local adaptation activities. The most active is the Korean Linux Documentation Project (KLDP)225, a community Public Sector that develops and translates documents about Linux into Korean. It began activity in 1996, and today it is the largest Linux community in In 2003, Japan signed a collaboration agreement232 with China and the country. Korea to develop and promote OSS and to replace proprietary operating systems. It budgeted several million euros for this project. One year Linux user groups include the Linux Users Group226, the Korea Local LUG later, it agreed to reduce software costs by using a Linux adaptation for Association227 and Kyung Hee University Linux User Group228. In 2008, the Asian market, Asianux233. the Linux Foundation announced the opening of an office in Seoul229. The Japanese hardware and computer industry, which includes large The SFAl Portal230 has led to many diverse initiatives since 2001. One of companies such as Sony, Matsushita Electric Industrial, Mits, Mitsubishi the first was to draw up a plan for the “Open Source Software Promotion and NEC, has for some time been seeking an alternative to proprietary Working Group” as part of the effort to support local industry. The aim software to reduce the sector's high dependency on proprietary was to create a plan to promote OSS (2002 to 2006) for the KIPA. Since software providers. For this reason, initiatives like the one above are then, various activities and seminars have been carried out. enthusiastically welcomed by manufacturers. Similarly, there is a great deal of interest by the Japanese Government in boosting local industry, Due to the importance of the embedded system in Korea, there are which is why they have carried out multiple initiatives to foster OSS several Linux user organisations in this area, such as the private Korea development and implementation in Japan. Embedded Linux Project organisation231. In 2003, the government announced that it had accepted the proposal The Korean Linux Council was created in 2000 as a private sector by Fujitsu, IBM Japan and Oki Electric Industry Co. to use Linux to initiative, and now has more than 120 companies from the sector manage the payroll and other types of personnel-related data for its participating. This initiative is partially financed by the government, and 800,000 civil servants.234 in an effort to encourage OSS use it has created forums, conducted Another government initiative was the agreement with a consortium of seminars, published successful cases of Linux implementation and hardware and software companies235, among them Oracle, NEC, IBM, organises the annual Linux Expo Korea. HP, Hitachi and Dell, to develop Linux-based servers and computers to be purchased by the Japanese Government. 225 http://kldp.org/ 226 http://www.lug.or.kr/home/ 227 http://www.lug.or.kr 232 http://www.builderau.com.au/news/soa/China-Korea-and-Japan-close-to-open-source- deal/0,339028227,320278032,00.htm 228 http://mirror.khlug.org/ 233 http://news.zdnet.co.uk/software/0,1000000121,39150645,00.htm 229 http://www.highbeam.com/doc/1G1-179753007.html 234 http://www.crn.com/software/18823208;jsessionid=0ELRWVVCG4H4RQE1GHPCKH 230 http://oss.or.kr/oss_eng/estabil_2007.php WATMY32JVN 231 www.kelp.or.kr/ 235 http://www.linuxworld.com/newsletters/linux/2007/0507linux2.html Report on the International Status of Open Source Software 95.
  • 96. Some official organisations are promoting OSS, such as the METI and One interesting OSS project is the Secure Virtual Machine, developed for the IPA. The Ministry of Economy, Trade and Industry (METI) has carried out Japanese Government and involving the collaboration of the National Information activities and initiatives in order to promote OSS in the country and it has Security Centre (NISC), Tsukuba University, Tokyo Technology Institute, Keio devoted a large annual budget to OSS development for operating systems, University, the Nara Institute of Science and Technology, the Toyota Technology middleware, development tools and infrastructures. The Advanced Industrial Institute, Fujitsu, NEC, Hitachi, NTT, NTT DATA and SoftEther. Science and Technology Institute (AIST) conducts studies on OSS and provides support for annual meetings on OSS in Asia. Communities Private sector Some private groups also promote OSS, such as the not-for-profit association Open Source Group Japan, which was created in 2000 to Nearly 75% of large companies, those with more than 2,000 employees, promote the development and use of OSS240. Another is the Kansai Open use Linux on their servers, 45% use it on application servers and 25% in Forum, an open source community that organises an annual forum241. OSS databases, such as MySQL and PostgreSQL236. The Free Software Initiative of Japan, founded in 2002, is a Japanese not-for-profit association to promote OSS. Miracle Linux is the company that collaborates in the Asianux agreement. According to its Chairman, Linux is implemented in different sectors There are several user groups, such as the Japan Linux Users Group242, throughout Japan, such as the Administration, the banking sector, Tokyo Linux Users243 and Linux Install Learning Osaka (LILO)244; as well production and distribution companies, etc. as other types of groups, such as the TLEC (Tokyo Linux Entertainment Community), Tokyo Debian User Group, Tokyo OpenSolaris Users Other important companies in the sector are Plat’s Home237, a leader in Japan Group, YLUG (Yokohama Linux Users Group), Shibuya Perl Mongers245, that has its own SSD/Linux distribution and has developed a Linux-based Japan MySQL User Group, JBOSS, PostgreSQL, OpenOffice, Rubi and server (OpenMicroServer) capable of supporting extreme temperature OpenStandia. Nearly 40% of developers interact with the international conditions; and Turbolinux, an OSS service provider since 1992. community, according to a survey of the Japanese community246. In spite of the fact that the level of OSS adoption in Japan is still low, Gartner expects the number of implementations to rise, led by large companies with sufficiently large IT workforces238. Universities The Information Technology Promotion Agency (IPA) is a governmental research institute, and one of its working groups is the OSS Centre. It is collaborating with the Linux Foundation to promote the development 240 http://www.opensource.jp/en/ of technology by supporting the use of open standards and OSS239. The 241 http://k-of.jp/ collaborative agreement forms part of a mutual aid plan for the promotion 242 http://www.linux.or.jp of open standards to accelerate OSS adoption in Asia. 243 http://tlug.jp/ 244 http://lilo.linux.or.jp/index.html.ja 236 Report: Open Source in Japan, 2008 www.gartner.com 245 http://shibuya.pm.org/ 237 http://www.plathome.com/ 246 http://oss.mri.co.jp/floss-jp/short_summary_en.html 238 Report: Open Source in Japan, 2008 www.gartner.com 239 http://www.theinquirer.es/2007/10/02/la_fundacion_linux_se_asocia_con_el_gobierno_ japones.html 96. Report on the International Status of Open Source Software
  • 97. This situation has provided the right elements for the region to be one of the greatest contributors to OSS development, with all the factors that boost OSS coming together almost "spontaneously": a government that has established the foundations for OSS promotion, an educational system that provides specific OSS training in its universities, a dynamic, innovative private sector, open to the adoption of new technologies and the creation of companies around OSS to provide product support, and finally, communities of developers that make valuable contributions to OSS worldwide, participating in both national and international projects, thanks to a large degree to the excellent technical training received by employees in the region. In this part of the world, the four key factors show a balance of forces that contribute to the continued, harmonious penetration of OSS in the region's economy. The following provides information on specific initiatives in each country 4.5. OCEANIA and the interaction of the four forces that determine the degree of OSS development in the country. The global ranking of this region of the Pacific on our map, in terms of the degree of advancement of the IS and OSS, reflects the result of its special interaction with other geographic areas. On the path between Asia and America in geographic terms, and with a historic link to Europe (as members of the Commonwealth), Australia and New Zealand are among the most advanced countries in the world in terms of ICTs. Here, we see the highest percentages of Internet users as well as strong advances in the use of mobile phones, which have come to replace land lines, causing their use to gradually decline. Report on the International Status of Open Source Software 97.
  • 98. 4.5.1. Australia seminar “Open Source Software in the Public Administration: Innovation and Lessons Learned," which dealt with license-related topics and showcased examples of successful OSS implementation in the public sector250. At a regional level, the State of Victoria, the State of New South Wales (where the ICT sector is especially important) and the Australian Capital Territory are the areas with greatest government activity in OSS. Australia is one of the countries that stands out for its OSS activity, particularly the As part of its programme to promote OSS, in 2003, the State of participation of its communities on both a Victoria approved a subsidy of €50,000251 for the Open Source Victoria national and international level. consortium, made up of more than 80 companies. Later, in 2005, a parliamentary committee recommended the use of OSS in electronic voting machines252. In 2003, the Australian Capital Territory became the first jurisdiction to issue a mandate according to which OSS must be considered as an option when purchasing in the public sector253. Public Sector In 2003, the State of New South Wales signed a contract with Sun In 2005, the Australian Government's Information Management Office (AGIMO) approved a document stating that the different government Microsystems, which gave government agencies access to a special agencies must decide for themselves whether to use OSS, based on offer to purchase OSS254. In 2005, it approved a list of accredited standard criteria and the price-quality ratio247. It also published an OSS companies specialising in OSS to facilitate the search for suppliers, guide for the Public Administration 248 which includes these criteria, reducing the time and money agencies had to invest to find them. The strengthening the Australian Government's position with regard to OSS. Similarly, the AGIMO, among whose objectives is the promotion of best practices in electronic administration, makes information on OSS available 250 http://www.finance.gov.au/e-government/better-practice-and-collaboration/ events/2007/open-source-software-in-government.html to users on its website . At the end of 2007, the AGIMO organised the 249 251 http://lists.linux.org.au/archives/linux-aus/2003-November/009371.html 252 Computer World, “Victorian government elects open source for e-democracy 247 http://www.finance.gov.au/e-government/better-practice-and-collaboration/ platform,” by Michael Crawford, June 2005. http://www.computerworld.com.au/index.php/ events/2007/docs/Ann_Steward.pdf id;1174965887;fp;16;fpid;0 248 http://news.zdnet.co.uk/software/0,1000000121,39159783,00.htm “A Guide to Open 253 http://www.computerworld.co.nz/news.nsf/UNID/54FB38BD414F3969CC256DF90012 Source Software for Australian Government Agencies,” Australian Government Information 3CCF?OpenDocument http://www.theage.com.au/articles/2003/12/10/1070732274118.html Management Office, 18 April 2005. http://www.finance.gov.au/publications/guide-to-open- source-software/index.html A.C.T. Legislation Register, Government Procurement (Principles) Guideline Amendment Act 2003. 249 http://www.finance.gov.au/e-government/infrastructure/oss-resources.html 254 ZDNet Australia, “Sun shines on NSW government desktops,” by Andrew Colley, October 2003 http://www.zdnet.com.au/newstech/os/story/0,2000048630,20280236,00.htm 98. Report on the International Status of Open Source Software
  • 99. selected companies are both multinational and small local companies and promotes the dissemination of OSS in the field of research and (CSC, Sol1, Starcom and System Integration Services) . 255 higher education. ASK-OSS provides impartial, practical advice on different types of OSS that may be of interest for research, as well as the In accordance with these government criteria, various public agencies choice of appropriate licenses, the management of OSS development have implemented OSS256, such as the Judicial Commission of New projects and the development of OSS communities. South Wales257, the HealthInsite newsletter project258, the National Institute of Statistics259 for its National Data Network, and the Australian Meteorology Office's VisAD project, in collaboration with the University of Wisconsin, among others. The NICTA is a centre of excellence created by the government in 2002 The private sector in Australia has with the aim of carrying out research, marketing and training in the area of made a firm commitment to OSS, as ICTs, with collaboration from different Australian states and universities260. is evident from a study showing that In 2009, the Centre launched OpenNICTA, a portal to promote software 50% of companies allocate 90% of their developed by NICTA under open source licenses. In addition, this portal investments in R&D to OSS. promotes the benefits of collaboration, urging researchers to participate in NICTA's research and ideas through an open platform. ASK-OSS (The Australian Service for Knowledge of Open Source Software), an academic initiative by the Department of Education, Private sector Employment and Workplace Relations, provides OSS-related advice In the private sector, the Australian industry makes significant investments in 255 NSW Legislative Council, excerpt on Open Source Software, April 2005. http://www. parliament.nsw.gov.au/prod/parlment/hansart.nsf/V3Key/LC20050406027 OSS research and development. According to a survey conducted by Waugh Partners, 50% of the companies responding to the questionnaire reported NSW Contract Information & User Guides, Information Technology and Communications. http://www.nswbuy.com.au/ that 90% of their investments in R&D are allocated to open sources. 256 Steve Alford, NOIE General Manager of Information Management Strategy and Governance, Gartner Open Source Conference, 2 September 2003. In November 2002, Australian companies have been successful in exporting their OSS products a report from Australia’s National Office for the Information Economy (NOIE) described OSS use in different departments. http://www.zdnet.com.au/insight/software/soa/Australia- abroad. One example is the mobile phone operating system OKL4, sources-for-open-strategy/0,139023769,139161209,00.htm developed by Open Kernel Labs, which is used in more than 300 million 257 http://www.finance.gov.au/e-government/better-practice-and-collaboration/ events/2007/docs/04-Sagi.pdf mobile phones and will soon be used in millions of digital decoders261. 258 http://www.finance.gov.au/e-government/better-practice-and-collaboration/ events/2007/docs/08_McInerney.pdf 259 http://www.finance.gov.au/e-government/better-practice-and-collaboration/ events/2007/docs/Bartley.pdf 261 http://www.ok-labs.com/ 260 University of Sydney, University of Melbourne, Griffith University, Queensland University of Technology and University of Queensland. Report on the International Status of Open Source Software 99.
  • 100. It is estimated that the OSS sector has an annual revenue of around €322m, Australia is home to both the Open Source Developers’ Club and the of which 50% corresponds to revenue directly related to open sources. Open Source Developers’ Conference. This group of developers holds regular meetings and an annual conference in order to share knowledge Besides the ICT sector, the main sectors using OSS in Australia are and concerns about the different OSS programming languages. the Public Administration, the defence, education and health sectors, wholesale companies and Communications services, with education, The OSS community in Australia contains a wide variety of nationalities, administration and defence being the areas showing the largest growth. with members from the United Kingdom, New Zealand, China and Germany, although most are Australian. It is a very active community and its Universities contribution to the international community is widely recognised. According One of the best-known universities in the field of OSS is the IT faculty to a 2002 study by the Boston Consulting Group, Australia was one of the at the University of Queensland, where students are exposed to OSS countries with the largest number of contributors to the community per from the first semester of their studies. This faculty uses OSS in its capita, with nearly one third of these serving as project leaders263. training programme and many of its professors actively contribute to Australian associations and user groups are numerous and very active. OSS-related projects and development. For example, Linux Australia is an association bringing together the Moodle was created by Martin Dougiamas, who was a WebCT administrator different Linux user groups and the vast open source community in the at Curtin Technological University, in Australia. He based his design on the country. Among other activities, it organises the annual Conference of ideas of constructivism in pedagogy, which states that knowledge is built Australian Linux Users (CALU)264, an OSS conference recognised to be in the mind of the student, instead of being transmitted unchanged from one of the best in the world from a technical point of view. books or teaching, and cooperative learning. The first version of this tool Another important national association in the Australian OSS sector is appeared on 20 August 2002. As of January 2010, it had a base of more OSIA (Open Source Industry Australia). The aim of the OSIA is to promote than 32 million registered users, distributed over 45,682 sites around the the OSS cause in Australia and to help its 150 members improve their world, and it has been translated into more than 81 languages. business success in this growing sector in the global ICT market. Communities According to a study published in 2008, based on surveys and interviews with players in the Australian OSS community, there is immense potential for OSS in the Public Administration, companies and education262. 263 Waugh Partners. The Australian Open Source Industry & Community Report 2008 http://census.waughpartners.com.au/census-report-2008-r1.pdf 262 Waugh Partners. The Australian Open Source Industry & Community Report 2008 264 inux.conf.au http://census.waughpartners.com.au/census-report-2008-r1.pdf 100. Report on the International Status of Open Source Software
  • 101. 4.5.2. New Zealand In 2005, the government signed an agreement with Novell267, giving government agencies access to OSS at preferential prices. This followed the success of the pilot project with SuSe and OpenOffice in Public Sector workstations carried out by the District Health Boards (DHB)268. In 2003, the government approved a document requiring its different Recently, the State Services Commission agreed to release the code for agencies to decide for themselves whether they should use OSS, based the New Zealand Government's portal under a GPL license269. on standard criteria to determine if the software meets the needs of the department and the price-quality ratio265. It later carried out various Some implementations have been carried out in the Public Administration. initiatives to promote OSS in New Zealand, including guides, global For example, several departments use Plone to manage their website supplier agreements, releasing code under open source licenses, etc. contents, such as Companies Office, a unit of the Ministry of Economic Development and one of the government websites with the most traffic The State Services Commission (SSC), in collaboration with the New in New Zealand. Zealand Open Source Society (NZOSS), drew up a guide to advise government departments on evaluating and mitigating the legal risks Private sector associated with OSS use . 266 It is difficult to provide an estimate of the extent of OSS adoption in the private sector, since no surveys have been published in this regard, and private companies, unlike the public sector, do not publicise their migrations to OSS. Sector experts believe that the penetration is greater than we think: “For New Zealand's educational sector each public organism that openly declares their OSS initiatives, there is making a firm commitment to is probably another private organisation that has subtly and silently implemented OSS.”270 OSS development. The country's entrepreneurship, in which almost 60% of companies are small or newly created businesses, creates an ideal business foundation for OSS adoption, in terms of both the desire for cost reduction and the capacity to incorporate innovation in the organisation. 267 http://computerworld.co.nz/news.nsf/news/00A78590A3A229DBCC2570A40021DC61 268 http://softwarelibre.fox.presidencia.gob.mx/?q=node/36 265 http://www.e.govt.nz/policy/open-source 269 http://computerworld.co.nz/news.nsf/tech/E53E8CAE4C30736DCC2574250031EAE7 266 http://www.e.govt.nz/archive/policy/open-source/open-source-legal2/ 270 Mark Rais, “The State of Linux: Substantial Growth in New Zealand.” Report on the International Status of Open Source Software 101.
  • 102. This innovative and creative capacity on the part of companies in New Zealand also serves as the ideal starting point for the emergence of technology companies that operate in the OSS field, contributing to the development and consolidation of OSS in the country. In addition to the company Catalyst IT271, specialising in developing critical business systems, other New Zealand companies such as Open Systems Specialist and Egressive also promote OSS products. Open Systems Specialist272 defines itself as the leading independent supplier in New Zealand, specialising in virtualisation, security and Monitoring. Egressive Limited specialises in web applications built with Drupal, and in providing consultancy services to facilitate migration to OSS. Universities The greatest commitment to OSS has come from the field of education. There are numerous success stories, including the creation in 2008273 of a training centre (Open Source Learning Laboratory) financed by the Tertiary Education Commission (TEC) and developed at eduforge. org. There are some similarities with Google's Summer of Code, and benefits from collaboration with the New Zealand company Catalyst IT module-based training is provided on Perl, PHP, Python, MySQL, etc., on the EduForge.org platform and is financed by the Tertiary Education while students work on OSS-based applications274. Commission's e-Learning Collaborative Development Fund (eCDF)277. The OSLOR (Open Source Learning Object Repository) is a project275whose project is an initiative from a consortium of twenty academic institutions, aim is to create a single repository for the academic sector. It is an and its objective is to develop academic OSS-based applications278. initiative by the Waikato Technology Institute (Wintec). The eCDF is also financing the eXe project279, promoted by CORE Another initiative within the educational sector is the NZOSVLE (New Education, a not-for-profit academic research organisation. The aim of Zealand Open Source Virtual Learning Environment) project , which 276 the project is to develop OSS that facilitates the publication of academic contents on the Internet for both professors and researchers. 271 http://catalyst.net.nz/ 272 http://www.oss.co.nz/ 277 http://www.tec.govt.nz/templates/standard.aspx?id=755 273 http://computerworld.co.nz/news.nsf/tech/E53E8CAE4C30736DCC2574250031EAE7 278 http://pcf4.dec.uwi.edu/viewpaper.php?id=81 274 http://eduforge.org/projects/osll/ 279 http://exelearning.org/ 275 http://www.elearning.ac.nz/index.php?page=oslor&buttonset=1 276 http://www.opensourcereporter.net/nzedu.html 102. Report on the International Status of Open Source Software
  • 103. Community 5.6. AFRICA The NZOSS , a not-for-profit organisation whose objective is to promote 280 OSS use in New Zealand, launched the Public Sector Remix project in The economic situation on the African continent prevents the allocation of August 2009 to demonstrate the viability of OSS in workstations in the sufficient resources to ICT development. ICTs are not given priority in African Public Administration . OSS will be used in national, regional and local 281 countries, as they still have to attend to the population's basic needs. public agencies, and the results will also be evaluated. However, OSS can help the African continent make its presence felt in Other associations in New Zealand are the Linux user groups, including the world of technology and information, become less dependent on first the New Zealand Linux Users Group282, the New Zealand Zope and world countries, and allow for local adaptation of existing software. Plone User Group , etc.283 The OSS community on the African continent is very fragmented. Minor efforts are being made in a scattered way, which is an obstacle to advancement. FOSSFA is an organisation created to organise and lead the OSS movement in Africa, serving as a place to share all the initiatives across the continent284. With this objective in mind, one of the initiatives has been the creation of a project database. Moreover, FOSSFA supports the integration of OSS into national politics, and also coordinates and promotes OSS initiatives and the local software industry. The main OSS projects focus on local adaptation. One of the most active communities in this matter is the South African translate.org.za. OSS is thus contributing significantly to bringing IS closer to the population of the African continent, overcoming the English language barrier in order to use ICT tools. Thanks to the organisations that provide OSS training on the continent, there are more and more specialists in the market willing to support existing initiatives. Standing out among these is FOSSREC, a training project carried out by FOSSFA. 280 http://nzoss.org.nz/ 281 http://computerworld.co.nz/news.nsf/tech/83C4710E299C3A1BCC257623001997DC 282 http://www.linux.net.nz 284 See http://www.fossfa.org and their action plan at http://www.wougnet.org/ICTpolicy/ 283 http://www.nzzug.org/ docs/FOSSFA_ACTION_PLAN.rtf and http://www.fossfa.org/database/ Report on the International Status of Open Source Software 103.
  • 104. Public organisations such as UNESCO are contributing to the expansion of OSS across Africa through projects such as the MIFTAAH memory stick, already implemented in Algeria, Libya, Morocco and Tunisia. OSS is provided in Arabic, English and French, with the academic institutions providing the main focus for running the project. SchoolNet Namibia is a volunteer organisation devoted to providing Internet and computer access to every school in Namibia. The objective of SchoolNet Namibia is to make open source technologies available to all Namibian schools. Although it began as a support and training organisation, its success in introducing computers and the Internet into more than 200 schools since 2000 has led to SchoolNet becoming actively involved in developing policies at a national level in Namibia. Mali's ICT Agency (AGETIC), in collaboration with Schoolnet, promotes OSS development in Mali, mainly in the education sector. The AVOIR project is aimed at training and creating opportunities in There are different government policies on OSS, ranging from the non- Africa through ICT. The AVOIR team offers on-line learning services, as existent to those which do not promote OSS over proprietary software, and well as FOSS development and use services to the government and the finally to those which promote this type of software over proprietary software, education and business sectors. as in the case of the South African Government. Tunisia is also active in OSS promotion, and Morocco is starting to consider the development of We can also find newly created OSS companies, such as Linux Solutions in Uganda, PerfectSoft in Nigeria and Circuits&Packets in Kenya. policies promoting it. The Senegalese Ministry of Infrastructure, Transport and Telecommunications is promoting OSS in order to develop the local The following provides more detail about the position of OSS in South software industry. Moreover, the Senegalese Government is seriously Africa. The study of the initiatives carried out in this country by the considering open standards in its future programmes. government and several non-governmental organisations, also in coordination with private companies from the ICT sector, shows South The objective of the Ivory Coast's multimedia information system Africa to be the OSS leader and role model for the African continent, (SimGouv) is to establish a link between the government and its citizens although the socioeconomic starting point may be quite different for through an open government platform. This OSS-based platform has each country. fostered the creativity of local talent. The OSS network in Ethiopia (EFOSSNET) promotes OSS use, research and policies in the country. 104. Report on the International Status of Open Source Software
  • 105. 4.6.1 South Africa In 2003, the Department of Science and Technology (DST) sponsored the creation of the Open Source Centre288. The centre's objective is to promote the use of OSS in the government and the education sector. Public Sector The OSS law of 2006289 includes various aspects that actively promote As in many other countries, the government is the main ICT client in and establish a preference for OSS over proprietary software: the South Africa. According to the State Information Technology Agency government will use OSS unless the equivalent proprietary software is (SITA), government purchases represent as much as 70% of overall ICT shown to be superior; migrations will be performed whenever equivalent spending in the country285. €352m was spent on proprietary software OSS exists; all new software developed for the government, both alone. With the objective of cutting ICT spending, the government internally and subcontracted, will be based on open standards and opened a debate on OSS. open sources, and under an open source license whenever possible; all content generated by the government will be open content, unless In fact, South Africa was the first African country to develop policies a need is demonstrated to the contrary; and finally, the government will to promote the use of OSS in the country. The debate on the use of promote the use of open standards and open content. open standards and OSS in the government began in 2001, and was followed by the publication in 2002 of the report “Free/Libre & Open Private sector Source Software and Open Standards in South Africa”286. This report, issued by the National Advisory Council on Innovation (NACI), suggests With regard to the private sector, although proprietary software generates the use of open standards as the basis for ICTs. The ultimate objective significant income annually, South Africa has one of the most active OSS is to promote interoperability and universal access to e-Government at communities on the continent, which has led to the creation of many small affordable costs, avoid restrictive licenses, minimise dependency on and medium-sized local companies that offer OSS-based solutions. specific suppliers and promote the local software industry. One South African Linux distribution that had a successful period in the The Government Information Technology Officers Council (GITOC) later market was the Ubuntu-based Impi Linux. In 2005, Mark Shuttleworth stated, in its report "Using Open Source Software in the South African purchased 65% of the company. In 2006, along with eight other Government"287, that OSS offers great educational and commercial companies, Impi Linux was awarded the contract from the State advantages, and therefore open standards are a must for software Information Technology Agency in South Africa. Recently, in 2009, the development, and the use of OSS must be promoted by the government. distribution was withdrawn from the market290. 285 Vital Wave Consulting. South African Adoption of Open Source http://www. 288 http://www.infoworld.com/t/platforms/south-africa-taps-open-source-boost-local-it-572 vitalwaveconsulting.com/insights/South-African-Adoption-of-Open-Source.pdf 289 http://www.oss.gov.za/wp-content/uploads/2009/03/foss-policy-approved-by-cabinet- 286 http://www.naci.org.za/pdfs/oss_v_1_0.pdf 2007.pdf 287 http://portal.acm.org/citation.cfm?id=1456677 290 http://www.tectonic.co.za/?p=4668 Report on the International Status of Open Source Software 105.
  • 106. Mark Shuttleworth also owns the OSS company Canonical Ltd. The most important project291 financed by the company is Ubuntu, a Linux distribution based on Debian, and its derivatives Edubunto in education and Kubunto, which combines Ubuntu and KDE. Its other projects include Launchpad292, TheOpenCD, an OSS collection for Windows that is no longer active, but continues to be used, for example in Ubuntu293 and Bazaar294, and a version control system or VCS. In 2009, Canonical launched a new service, Ubuntu One, which permits file synchronisation, storage and sharing with third parties. Up Front Systems295 is another South African company working with OSS. It was the first company to work in OSS with Zope, Plone and Phyton in South Africa, and it has developed projects in the education, construction, health and pharmacy sectors. Obsidian Systems has been one of the first South African companies to prepare candidates for the Red Hat certification, as Red Hat Certified Engineers. It works with several OSS products, such as Enterprise DB, JBoss, MySQL, Red Hat, Strataus, Ubuntu, Untangle, Zimbra and Zmanda. The existence of all these flourishing OSS companies leads us to conclude that OSS is starting to penetrate significantly in the business sector, especially because it is not only Linux distributions we are talking about, but also OSS-based application servers and business management solutions. Efforts by the government and organisations like the Shuttleworth Foundation in spreading the word on the advantages of OSS and in promoting its adoption (the Go Open Source campaign) seem to have 291 http://www.canonical.com/projects 292 http://blog.launchpad.net/general/launchpad-is-now-open-source 293 http://theopencd.org/ 294 http://bazaar-vcs.org/ 295 http://www.upfrontsystems.co.za/ 106. Report on the International Status of Open Source Software
  • 107. yielded fruitful results in South Africa, creating promising prospects for The Shuttleworth Foundation is an organisation devoted to the promotion OSS in the country, and making South Africa the leader and role model of OSS. Among its projects is one to install computer networks in schools for the rest of the continent. in disadvantaged areas. This foundation, together with the South African Canonical company, Hewlett Packard and the CSIR Meraka Institute, Universities launched the campaign Go Open Source. This campaign was active The OpenCourseWare (OCW) project by the University of the Western from 2004 to 2006, with the objective of raising awareness about OSS Cape (UWC) in South Africa, allows students and professors open use and achieving its adoption by users and SMEs. of the teaching and learning resources developed at UWC. The project has a two-fold objective: to provide the university community with easy access to the educational resources created by the institution itself, and to allow the local and regional community to benefit from UWC's rich knowledge base. The technical development of the on-line platform and the necessary software took place in collaboration with the UWC OSS Innovation Unit, as well as other collaborators all over the world. The OCW project is driving through a programme to create a link to 14 other African universities. The project is called the African Virtual Open Initiative and Resource (AVOIR), and is directed and financed by UWC. Communities The public sector is not the only sector promoting OSS; many other organisations are working in this field. One example is Translateorg.za296, one of the main not-for-profit companies carrying out local adaptation activities. It is currently working on the translation of GNOME, KDE, OpenOffice.org, Firefox and Thunderbird into the 11 official languages in South Africa. 296 http://translate.org.za/ Report on the International Status of Open Source Software 107.
  • 108. 05.
  • 109. 05. Methodology, Execution Team and Panel of Experts In order to get an overview of the state of affairs for Open Source Software (OSS) around the world, a research study was carried out in all environments of the OSS ecosystem in the large geographical areas and the main countries within each of these. Namely, the study examined the initiatives carried out in the public sector environment, including those related to promotion, legislation or any other area, such as the use of OSS by the Public Administration. Similarly, it contains a description of all the activities aimed at the development and use of OSS in the private sector, in the communities of developers and in university and academic environments. Report on the International Status of Open Source Software 109.
  • 110. 5.1. Methodology AFRICA Information was gathered through secondary sources and the most relevant PUBLIC sources used can be found in the bibliography at the end of this document. SECTOR Footnotes have also been added that refer to on-line news items. EUROPE An on-line questionnaire answered by more than 70 OSS-related LATIN AMERICA OSS professionals was also used as an additional source of information. Finally, a series of interviews with OSS experts was conducted to obtain UNIVERSITIES COMPANIES a deeper insight about certain topics and geographical areas. We would like to express our gratitude to them for their invaluable opinions and COMMUNITY the time and interest they have devoted to this project. Among the contributors were professionals from the Dutch Antilles, Argentina, ASIA Australia, Brazil, Cambodia, Canada, Chile, Ivory Coast, Denmark, Spain, United States, France, Holland, India, Indonesia, Mauritius, NORTH AMERICA DEVELOPERS/ INTEGRATORS Israel, Italy, Japan, Laos, Malaysia, Mongolia, Nepal, Norway, Pakistan, Portugal, United Kingdom, Czech Republic, Romania, South Africa, Sri Lanka, Switzerland, Taiwan and Vietnam. As for the environments, 62% belonged to the private sector, 19% to the The Economic dimension is made up of the following variables: GDP, public sector, 7% to universities and 12% to OSS communities. A copy GDP growth, Per capita income, Employment rate, TMT Index, Industrial of the questionnaire can be found at the end of the document. R&D investment, Monthly broadband subscriptions, ICT presence in Two indices were created to determine the countries with the highest government offices and Innovative capacity. degree of OSS activity in each of the geographical regions: the IS Index The Social-Academic dimension includes the following variables: and the Open Source Software Index. The countries with the highest Population, Access to digital content, University enrolment, Internet OSS Index score were selected for each of the geographical regions. In access at school, University-industry research collaboration, On-line Africa, which shows hardly any OSS activity as compared to continents service availability and the e-Participation Index. such as North America or Europe, only South Africa was selected to represent the continent. The Technological dimension takes into consideration the following variables: Internet penetration rate, Broadband penetration rate, Four dimensions have been used to calculate the IS Index: the International bandwidth per user (in bit(s)), Mobile telephone penetration, Economic, Social-Academic, Technological and Political dimensions. Internet hosts, Computers at home, Computer penetration, Internet at Each has its own specific weight, and its score was calculated using home and Internet use for business. several variables. 110. Report on the International Status of Open Source Software
  • 111. Finally, the Political dimension is made up of the following variables: All of the variables in each dimension have been assigned a specific ICT-related laws, Quality of the competition among Internet service weight or weighting; with all the variables across all four dimensions providers, Priority given to ICTs by the government, Importance of adding up to 100%. ICTs in the government's vision for the future, Success in government The values of each variable have been standardised and weighted for promotion of ICTs, Purchase of latest-generation technology products the calculation of both indices. by the government and the e-Government Readiness Index. In order to create a standardised measurement of values, these are All of the variables in each dimension have been assigned a specific divided by the arithmetic mean of all the countries for that same variable. weight or weighting; with all the variables across all four dimensions Once the values have been standardised, they are weighted according adding up to 100%. to the specific weight or assigned weighting for that variable. An index is calculated for each country analysed, resulting from adding up the Similarly, four dimensions have been used to elaborate the OSS Index: standardised weighted values for each variable. the Economic, Social-Academic, Technological and Political dimensions. Each of these dimensions has its own specific weight, and its score was According to the calculated index, there are three groups of countries calculated using several different variables. whose positions are always relative to the rest of the countries to which they are compared: The Economic dimension is made up by the following variables: Degree Advanced Countries: USA, Germany, France, Spain, Australia, Italy, of OSS development and Degree of OSS implementation. United Kingdom, Norway, Finland, Denmark, Brazil, India, Sweden, The Social and Academic dimension includes the following variables: China, South Korea, Estonia, Japan, Belgium, Canada, Ireland, Societal participation in the open source software Community, Open source Switzerland, Holland and New Zealand. software training, Linux users groups, Level of interest in open source Less-advanced countries: Austria, Slovenia, Poland, Thailand, South software, Availability of GNU/Linux distributions in the native language, Africa, Portugal, Malaysia, Bulgaria, Lithuania, Russia, Argentina, Availability of Mozilla in the native language, Level of knowledge of OSS Venezuela, Hungary, Vietnam, Peru, Slovakia, Mexico, Croatia, Pakistan, in the geographical area and Number of Linux users per capita. Colombia and Czech Republic. The Technological dimension takes into consideration the following Developing Countries: Romania, Ukraine, Greece, Chile, Israel, variables: The penetration of open source software in infrastructure Luxembourg, Uruguay, Turkey, Latvia, Tunisia, Egypt, Malta, Morocco software, Application development software, Business management and Cyprus. software and Desktop and operating system software. Finally, the Political dimension is made up of the following variables: Public sector purchasing policies promoting open source software, policies that support open source software development and Software non-piracy rate. Report on the International Status of Open Source Software 111.
  • 112. 5.2 Execution team CENATIC Pop Ramsamy - Project Director Ana Trejo Pulido - Research coordination PENTEO ICT ANALYST Pilar Pedrosa Anabel Labarta Valéry Bisbal 5.3 Panel of experts In AFRICA Name Organisation Country Nnenna Nwakanma nnenna.org Ivory Coast Alexandre Tsang Posterita Mauritius Amit Caleechurn Fedora Project Mauritius Jaco Du Toit UNESCO Namibia Dwayne Bailey Translate.org.za South Africa Karl Fischer Department of Science and Technology South Africa Nico Elema GOV-OSS-RC South Africa In OCEANIA Name Organisation Country Bill Robertson De Bortoli Wines Pty Limited Australia Brendan Scott Open Source Law Australia Con Zymaris Cybersource Australia 112. Report on the International Status of Open Source Software
  • 113. In ASIA Name Organisation Country Francisco Javier Sola Open Institute Cambodia Frederick Noronha BytesForAll India Vineet Dahiya InfoAxon Technologies Ltd. India Frederick Noronha BytesForAll India Krishnan CN AU-KBC Research Centre India Sitohang Benhard Center for Empowerment of OSS, ITB Indonesia Masayuki Hatta The University of Tokyo Japan Anousak Souphavanh Laonux localization Laos Khairil Yusof Inigo Consulting Malaysia Nurhizam Safie Mohd Satar Asia e University Malaysia Sharuzzaman Ahmat Raslan Open Source Community Malaysia Tan King Ing MAMPU Malaysia L. Ariunaa Intec Co. Ltd. Mongolia Subir Bahadur Pradhanang FOSS Nepal Community Nepal Khurram Islam Khan Open Source Resource Center Pakistan David Rigby Free and Open Source Alliance Singapore Karthiga Ratnam Lanka Software Foundation Sri Lanka Tzu-Chiang Liou Institute of Information Science, Academic Sinica Taiwan Jochen Nessel EdgeWorks Software Ltd. Vietnam In EUROPE Name Organisation Country Gijs Hillenius OSOR European Union Jens Jakob Andersen NITA Denmark Alvaro López Ortega Octality, Cherokee Project, GNU Spain Carlos Hergueta Garelly Red Hat Europe Spain Eduardo Serrano Belenguer Open Xarxes Coop. V. Spain Francisco Angas Navasa IBM Europe Spain (Continues on the following page) Report on the International Status of Open Source Software 113.
  • 114. Name Organisation Country Jesús Bermejo Telvent Spain Jordi Vilanova i Karlsson Ferrero i Karlsson, SL Spain Muriel Moscardini Fluendo Spain Pau Contreras Trillo Oracle Europe Spain Sharmila Wijeyakumar Pentaho Spain Cedric Thomas OW2 Consortium France Jean Pierre Laisné Bull France Miguel Valdes Faura BonitaSoft France Herve Le Guyader HLG Expertise France Arjen Kamphuis Gendo Holland Wouter Tebbens Free Knowledge Institute Holland Dirkjan Klip Netherlands Open in Connection Holland Fabrice Mous Ictivity Holland Alon Swartz TurnKey Linux Israel Paolo Predonzani ManyDesigns srl Italy Stefano Celati Bnova Italy Giovanna Sissa Osservatorio Tecnologico per la Scuola Italy Anders Bjerkholt Moava AS Norway Heidi Austlid Arnesen Friprog, the Norwegian Competence Centre Norway Diogo Rebelo Dri Portugal Goncalo Salgado log Portugal Lucio Quintal Madeira Tecnopolo, S.A. Portugal Anas Tawileh International Development Research Centre United Kingdom Caroline Stewart Jaspersoft United Kingdom Gerry Gavigan Open Source Consortium United Kingdom Filip Molcan OSS Alliance Czech Republic Doru ilasi Aplix Romania Lucian Savluc eLiberatica Romania Bruno von Rotz accelIT GmbH Switzerland David Krebs mimacom ag Switzerland 114. Report on the International Status of Open Source Software
  • 115. In LATIN AMERICA Name Organisation Country Ace Suares Suares & Co Dutch Antilles Bernardo Diego González Open Computación S.A. / CADESOL Argentina Gerardo Renzetti Morfeo Cono sur Argentina Dario Rapisardi The Gleau Inc. Argentina Martín Olivera SOLAR Software Libre Argentina Argentina Junior Alex Mulinari Solis Brazil Renato da Silveira Martini ITI Brazil Rubens Queiroz de Almeida Universidade Estadual de Campinas Brazil Leo Barrientos C. Open Sistemas Chile Chile Jens Hardings Pontificia Universidad Católica de Chile Chile Martin Levenson CETRATEC Mexico in NORTH AMERICA Name Organisation Country Andrew Ross Free and Open Source Software Learning Centre Canada Dru Lavigne Open Source Business Resource (OSBR) Canada Jeff Hobbs ActiveState Software Canada Bernard Golden Navica United States Bryan Cheung Liferay Inc United States Deb Woods Ingres Corporation United States Deborah Bryant OSU Open Source Lab United States John M Weathersby OSS Institute United States Matt Ray Zenoss United States Nick Carr Red Hat United States Phil Robb Hewlett Packard United States Tanya Gupta DC Technology Examiner United States Report on the International Status of Open Source Software 115.
  • 116. 06.
  • 117. 06. Bibliography This section includes all the source documentation used for writing the report "International Status of Open Source Software (OSS)." Report on the International Status of Open Source Software 117.
  • 118. The selected OSS-related documents refer to a specific geographical region (North America, Latin America, Europe, Africa, Asia or Oceania- Australia), to areas of interest (Public Sector, Private Sector, Universities and R&D Centres, OSS Communities, Technology, Law, etc.) or to both. The main sources used for finding secondary sources have been the Internet, market research reports from specialized firms such as Gartner, Optaros or Forrester, on-line publications from official organisations such as CENATIC and OSOR and documentation provided by all those interviewed throughout the project. References are documented and are accompanied by notes summarising their content. Two criteria have been used for organising the bibliography. The first is the area of interest (Public Sector, Private Sector, Universities, R&D Centres and OSS Communities). Within each area, there has been a geographical classification (North America, Latin America, Europe, Africa, Asia and Oceania-Australia). Only the technology, law and Information Society areas have not been sub-classified by geographical area, as they are considered to be cross-border topics. In cases where the documented publication does not apply to a specific geographical region and deals with general topics worldwide, it has been included in a subsection at the beginning of each chapter, referred to as the Introduction. The same document may be included in various sections if it deals with various topics. 118. Report on the International Status of Open Source Software
  • 119. 6.1 Public Sector 6.1.1. Introduction • Von Rotz, Bruno and Gynn, Dave. Optaros. Open source in the enterprise [On-line]. 2008. http://files.optaros.com/Optaros%20White%20Paper%20-%20Open%20Source%20in%20the%20Enterprise%20_October%202008__EN.pdf • Noonan, Douglas S. et al. Red Hat. Open Source Software Potential Index (OSPI) [On-line]. 2008. http://www.redhat.com/about/where-is-open-source/activity/ • Di Maio, Andrea and Drakos, Nikos. Gartner. How Open Source is changing the shape of IT [On-line]. 2008. www.gartner.com • Weerawarana, Sanjiva and Weeratunga, Jivaka. SIDA (Swedish International Development Cooperation Agency). Open Source in Developing Countries [On-line]. 2004. http://www.sida.se/English/About-us/Sidas-Publications/ • Moon, Nathan W. et al. Center for Advanced Communications Policy at the Georgia Institute of Technology. Adoption and Use of Open Source Software: Preliminary Literature Review [On-line]. 2008 http://www.redhat.com/about/where-is-open-source/activity/ 6.1.2. North America • Lewis, James A. et al. Center for Strategic and International Studies (CSIS). Government Open Source Policies [On-line]. 2007. http://csis.org/files/media/csis/pubs/070820_open_source_policies.pdf • Lewis, James A. et al. Center for Strategic and International Studies (CSIS). Government Open Source Policies [On-line]. 2008. http://csis.org/files/media/csis/pubs/0807218_government_opensource_policies.pdf • e-Cology. Corporation Open Source Business Opportunities for Canada’s Information and Communications Technology Sector. [On-line]. 2003. http://www.ecology.ca/canfloss/report/CANfloss_Report.pdf • Dravis, Paul. InfoDev (World Bank). Open source software: Perspectives for development [On-line]. 2003. www.infodev.org/en/Document.21.pdf Report on the International Status of Open Source Software 119.
  • 120. 6.1.3. Latin America • Amesol, Política Digital and Ciento por Ciento Market Research. Percepción del uso Software Libre en el Sector Público de México [Perception of Open Source Software Use in the Mexican Public Sector] [On-line]. 2009. http://www.politicadigital.com.mx/pics/pages/analisismodelos_base/Estudio_Software_Libre_en_el_Sector_Publico.pdf • Zúñiga, Lena. Bellanet International Secretariat, Latin America and the Caribbean. El software libre y las perspectivas para el desarrollo en América Latina y el Caribe [Open source software and perspectives for development in Latin America and the Caribbean [On-line]. 2004. http://www.mentores.net/Portals/2/mentores_net_sabemos_software_libre.pdf • Estepa Nieto, Jesús Javier. University of Granada. Software Libre Para El Desarrollo Del Tercer Mundo [Open Source Software for Third World Development] [On-line]. 2007. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=13 • Ministerio de Ciencia y Tecnología del Gobierno de Venezuela [Venezuela Ministry of Science and Technology]. Plan Nacional de Migración a software libre de la administración pública nacional [National Migration Plan to open source software in the federal public administration] [On-line]. 2005. http://www.softwarelibre.gob.ve/documentos/PLANNACIONALDEMIGRACIONASWL230305.pdf • Lewis, James A. et al. Center for Strategic and International Studies (CSIS). Government Open Source Policies [On-line]. 2007. http://csis.org/files/media/csis/pubs/070820_open_source_policies.pdf • Lewis, James A. et al. Center for Strategic and International Studies (CSIS). Government Open Source Policies [On-line]. 2008. http://csis.org/files/media/csis/pubs/0807218_government_opensource_policies.pdf • Dravis, Paul. InfoDev (World Bank). Open source software: Perspectives for development [On-line]. 2003. www.infodev.org/en/Document.21.pdf • Hoe, Nah Soo. UNESCO, APDIP, IOSN. Breaking Barriers: The Potential of Free and Open Source Software for Sustainable Human Development - A Compilation of Case Studies from Across the World [On-line]. 2006. http://www.apdip.net/publications/ict4d/BreakingBarriers.pdf • Figueira Carlos. CNTI. Interview with Carlos Figueira, President of the CNTI in Venezuela [On-line]. 2009. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=156:entrevista-a-carlos-figueira-presidente-del-centro-nacional-de- tecnologias-de-la-informacion-de-venezuela-cnti-&catid=50:entrevistas&Itemid=86 • Perl, Jens et al. Estrategia Digital. Análisis de Impacto Económico y Social [Analysis of Economic and Social Impact] [On-line]. 2009. http://www.estrategiadigital.gob.cl/files/An%C3%A1lisis%20de%20Impacto%20Econ%C3%B3mico%20y%20Social.pdf 120. Report on the International Status of Open Source Software
  • 121. • Perl, Jens. Pontificia Universidad Católica de Chile [Pontifical Catholic University of Chile]. Departamento de Ciencia de la Computación [Department of Computer Science]. FLOSS Study [On-line]. 2008. http://2008.encuentrolinux.cl/charlas/EstudioFLOSS-jhp.pdf • Perl, Jens et al. Estrategia Digital. Uso de Software Libre en el Estado [The State's Use of Open Source Software] [On-line]. 2009. http://www.estrategiadigital.gob.cl/node/386 • Evans, Ernesto. Estrategia Digital. Presentación de Resultados del Estudio de Uso de Software Libre en el Estado [Presentation of the Results of the State Software Use Study][On-line]. 2009. http://www.estrategiadigital.gob.cl/node/386 Mannila, Marko. Hyper MediaLab. Free and open-source software: Approaches in Brazil and Argentina [On-line]. 2005. http://www.uta.fi/hyper/julkaisut/b/mannila-2005.pdf 6.1.4. Europe • Jones, Teresa. Gartner. Open Source in Europe, 2008 [On-line]. 2008. www.gartner.com • Estepa Nieto, Jesús Javier. University of Granada. Software Libre Para El Desarrollo Del Tercer Mundo [Open Source Software for Third World Development] [On-line]. 2007. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=13 • Lewis, James A. et al. Center for Strategic and International Studies (CSIS). Government Open Source Policies [On-line]. 2007. http://csis.org/files/media/csis/pubs/070820_open_source_policies.pdf • Lewis, James A. et al. Center for Strategic and International Studies (CSIS). Government Open Source Policies [On-line]. 2008. http://csis.org/files/media/csis/pubs/0807218_government_opensource_policies.pdf • Dravis, Paul. InfoDev (World Bank). Open source software: Perspectives for development [On-line]. 2003. www.infodev.org/en/Document.21.pdf • Hoe, Nah Soo. UNESCO, APDIP, IOSN. Breaking Barriers: The Potential of Free and Open Source Software for Sustainable Human Development - A Compilation of Case Studies from Across the World [On-line]. 2006. http://www.apdip.net/publications/ict4d/BreakingBarriers.pdf Report on the International Status of Open Source Software 121.
  • 122. • Perl, Jens et al. Estrategia Digital. Uso de Software Libre en el Estado [The State's Use of Open Source Software] [On-line]. 2009. http://www.estrategiadigital.gob.cl/node/386 • Välimäki, Mikko et al. Helsinki University of Technology and Helsinki Institute for Information. An Empirical Look at the Problems of Open Source Adoption in Finnish Municipalities [On-line]. (s.a). http://www.valimaki.com/org/open_source_municipalities.pdf • City Council of Amsterdam. Open Amsterdam. [On-line]. 2007. http://www.amsterdam.nl/gemeente/open_amsterdam?ActItmIdt=31460 • Beukers, Joost. ICTU (Dutch organisation for ICT and e-government). Programme for Open Standards and Open Source Software in Government (OSSOS) [On-line]. 2002. http://www.ictu.nl/download/OSOSS_English.pdf • Ministry of Economic Affairs Holland. The Netherlands in Open Connection [On-line]. (s.a). http://appz.ez.nl/publicaties/pdfs/07ET15.pdf • Becta. Open Source Software in Schools A study of the spectrum of use and related ICT infrastructure costs [On-line]. 2005. http://publications.becta.org.uk/display.cfm?cfid=2610352&cftoken=2ee1413461d6407e-6526F293-BF95-65E8-A7056FC913930B00 • Abella, A et al. Junta de Extremadura [Regional Government of Extremadura]. Libro Blanco del Software Libre en España (II) [White Paper on Open Source Software in Spain (II)] [On-line]. 2004. http://creativecommons.org/licenses/by-nc-nd/2.1/es/legalcode.es • Bérová, Dana Ministry of Informatics Open Source Software in the Czech Republic [On-line]. 2006. http://ec.europa.eu/idabc/servlets/Doc?id=24855 • Forge, Simon. SCF Associates Ltd. Open source software: Importance for Europe [On-line]. 2004. ftp://ftp.cordis.lu/pub/ist/docs/opensourcesoftware-report.pdf • Austlid, Heidi Arneses. Norwegian OSS Competence Centre. La Directora de FRIPROG afirma que es muy importante enseñar a los organismos públicos cómo reutilizar el Software de Fuente Abierta existente. [The Director of FRIPROG states that it is very important to teach public organisms how to reuse existing Open Source Software] [On-line]. 2009. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=184:heidi-arnesen-austlid-directora-de-friprog-afirma-que- es-muy-importante-ensenar-a-los-organismos-publicos-como-reutilizar-el-software-de-fuente-abierta-existente-en-su-propio-beneficio- &catid=50:entrevistas&Itemid=86 122. Report on the International Status of Open Source Software
  • 123. • SoftwareLivre@AP Software Livre na Europa [Open Source Software in Europe] [On-line]. 2005. http://www.softwarelivre.citiap.gov.pt/sw_livre_europa/file.2005-07-07.5625530543 • Ghosh, Rishab Aiyer et al. IDABC OSOR. Guidelines Public procurement and Open Source Software [On-line]. 2008. http://www.osor.eu/idabc-studies/OSS-procurement-guideline-public-draft-v1%201.pdf • Ghosh, Rishab Aiyer et al. MERIT, University of Maastricht. Free/Libre and Open Source Software: Policy Support. Results and policy paper from survey of government authorities [On-line]. 2005. http://www.flosspols.org/deliverables/FLOSSPOLS-D03%20local%20governments%20survey%20reportFINAL.pdf • Ghosh, Rishab Aiyer et al. Unisys-MERIT. Study on the effect on the development of the information society of European public bodies making their own software available as open source [On-line]. 2007. http://www.zeapartners.org/articles/PS-OSS%20Final%20report.pdf • Aslett, Matthew. Blog the451group. Open source champions of Europe [On-line]. 2008. http://blogs.the451group.com/opensource/2008/06/30/open-source-champions-of-europe/ • Ghosh, Rishab Aiyer et al. UNU-MERIT. Study on the: Economic impact of open source software on innovation and the competitiveness of the Information and Communication Technologies (ICT) sector in the EU [On-line]. 2006. http://ec.europa.eu/enterprise/ict/policy/doc/2006-11-20-flossimpact.pdf • Plataformas para Sinergias entre AA.PP. Europeas [Platform for synergies between European Public Administrations]. El Software Libre en las Administraciones Públicas Europeas: necesidades y soluciones [Open source software in European Public Administrations: needs and solutions [On- line]. 2007. http://gsyc.es/~jjamor/research/talks/20070419-Madrid-IDC-Linuxworld-summit.pdf • Schmitz, Patrice-Emmanuel. IDA, Unisys. Study into the use of Open Source Software in the Public Sector [On-line]. 2001. http://www.gvpontis.gva.es/fileadmin/conselleria/images/Documentacion/migracionSwAbierto/enlaces_interes/OSS_Parte2_UsoEnEuropa.pdf • Reina, Daniel. UOC. El uso del software libre en las administraciones públicas de la UE [The use of open source software in public administrations in the EU] [On-line]. 2005. http://www.uoc.edu/in3/dt/esp/reina0705.html • Bierhals, Gregor. IDABC and OSOR. COSS Competence Centre Finland: More than just five guys holding a torch [On-line]. 2009. http://www.osor.eu/case_studies/docs/IDABC.OSOR.casestudy.COSS.pdf • Bierhals, Gregor. IDABC and OSOR. Eurostat: Standards and open source software for data interoperability [On-line]. 2009. http://www.osor.eu/case_studies/docs/IDABC.OSOR.casestudy.Eurostat.pdf Report on the International Status of Open Source Software 123.
  • 124. • Bierhals, Gregor. IDABC and OSOR. FriKomPort: Sharing code, costs, and benefits [On-line]. 2009. http://www.osor.eu/case_studies/docs/IDABC.OSOR.casestudy.FriKomPort.pdf • Bierhals, Gregor. IDABC and OSOR. Towards the freedom of the operating system: The French Gendarmerie goes for Ubuntu [On-line]. 2009. http://www.osor.eu/case_studies/docs/IDABC.OSOR.casestudy.Gendarmerie.10.pdf • Dwojak, Konrad. IDABC and OSOR. Katowice Municipality: saving public money with OpenOffice.org [On-line]. 2008. http://www.osor.eu/case_studies/docs/IDABC.OSOR.case-study.Katowice.pdf • Gerloff, Karsten IDABC and OSOR. Declaration of Independence: The LiMux Project in Munich [On-line]. 2009. http://www.osor.eu/case_studies/docs/IDABC.OSOR.casestudy.LiMux.pdf • Bierhals, Gregor. IDABC and OSOR. Breaking the mould: Grosseto develops the OpenPortalGuard eID system [On-line]. 2009. http://www.osor.eu/case_studies/docs/IDABC.OSOR.casestudy.OpenPortalGuard.1.0.pdf • Di Maio, Andrea. Gartner. The U.K. Government Beefs Up Its Open-Source Policy. [On-line]. 2008. www.gartner.com • Gerloff, Karsten. IDABC and OSOR. Rock solid: School servers in Powys County, Wales, UK [On-line]. 2008. http://www.osor.eu/case_studies/docs/IDABC.OSOR.Case-study.Powys-county.UK.pdf • Bierhals, Gregor. IDABC and OSOR. SEXTANTE: A geographic information system for the Spanish region of Extremadura [On-line]. 2009. http://www.osor.eu/case_studies/docs/IDABC.OSOR.casestudy.SEXTANTE.pdf • Bierhals, Gregor. IDABC and OSOR. Open source on the desktops of the Swiss Federal Court and Federal Administrative Court: Organisational challenges [On-line]. 2009. http://www.osor.eu/case_studies/open-source-on-the-desktops-of-the-swiss-federal-court-and-federal-administrative-court-organisational-challenges • Bierhals, Gregor. IDABC and OSOR. VINGIS: Managing Hungary’s vineyards with Open Source [On-line]. 2009. http://www.osor.eu/case_studies/docs/IDABC.OSOR.casestudy.VINGIS.pdf • Dwojak, Konrad. IDABC and OSOR. Independent advice: Norway’s Friprog competence centre [On-line]. 2008. http://www.osor.eu/case_studies/docs/IDABC-OSOR-casestudy-Friprog-Norway.pdf • Gerloff, Karsten. IDABC and OSOR. Building networks: The Mancomún project in Galicia, Spain [On-line]. 2008. http://www.osor.eu/case_studies/docs/IDABC.OSOR.casestudy.mancomun.17.pdf 124. Report on the International Status of Open Source Software
  • 125. • Gerloff, Karsten. IDABC and OSOR. A hub for Open Source: the COKS centre in Slovenia [On-line]. 2008. http://www.osor.eu/case_studies/docs/COKS.A-hub-for-Open-Source.pdf • Gerloff, Karsten. IDABC and OSOR. Low-cost high tech: BBC tries out Open Source-based tapeless recording [On-line]. 2008. http://www.osor.eu/case_studies/docs/bbc-tries-out-open-source-pdf • Sowe, Sulayman K. IDABC and OSOR. A new kid on the block: The Turkish Pardus Linux Distribution [On-line]. 2008. http://www.osor.eu/case_studies/docs/OSOR.CaseStudy.PardusGNULinux.pdf 6.1.5. Africa • Estepa Nieto, Jesús Javier. University of Granada. Software Libre Para El Desarrollo Del Tercer Mundo [Open Source Software for Third World Development] [On-line]. 2007. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=13 • Lewis, James A. et al. Center for Strategic and International Studies (CSIS). Government Open Source Policies [On-line]. 2007. http://csis.org/files/media/csis/pubs/070820_open_source_policies.pdf • Lewis, James A. et al. Center for Strategic and International Studies (CSIS). Government Open Source Policies [On-line]. 2008. http://csis.org/files/media/csis/pubs/0807218_government_opensource_policies.pdf • Department of Public Service and Administration of South Africa. Policy on free and open source software use for South African Government [On-line]. 2006. http://www.gossrc.org/geographical/africa/south-africa-1/policy-on-free-and-open-source-software-use-for-south-african-government • Dravis, Paul. InfoDev (World Bank). Open source software: Perspectives for development [On-line]. 2003. www.infodev.org/en/Document.21.pdf • Department of Public Service and Administration of South Africa. Minimum Interoperability Standards (MIOS) for Information Systems in Government [On-line]. 2007. http://www.i-gov.org/images/articles/4760/MIOS_V4.1_final.pdf Hoe, Nah Soo. UNESCO, APDIP, IOSN. Breaking Barriers: The Potential of Free and Open Source Software for Sustainable Human Development - A Compilation of Case Studies from Across the World [On-line]. 2006. http://www.apdip.net/publications/ict4d/BreakingBarriers.pdf Report on the International Status of Open Source Software 125.
  • 126. • Information Technology Officers’ Council of South Africa. Using Open Source Software in the South African Government. A proposed strategy compiled by the Government Information Technology Officers’ Council [On-line].2003. www.osalliance.com/portfolio/ediscourse/oss_strategy_v3.pdf • Vital Wave Consulting. South African Adoption of Open Source [On-line]. 2006. http://www.vitalwaveconsulting.com/insights/South-African-Adoption-of-Open-Source.pdf 6.1.6. Asia • Dr. Lee, Der-Tsai Institute of Information Science, Academia Sinica. Country Report from Taiwan on Open Source Software [On-line]. 2003. http://www.iis.sinica.edu.tw/~dtlee/OSS_country_report_TWN_0305_03.ppt • Lewis, James A. et al. Center for Strategic and International Studies (CSIS). Government Open Source Policies [On-line]. 2007. http://csis.org/files/media/csis/pubs/070820_open_source_policies.pdf • Lewis, James A. et al. Center for Strategic and International Studies (CSIS). Government Open Source Policies [On-line]. 2008. http://csis.org/files/media/csis/pubs/0807218_government_opensource_policies.pdf • Pan, Guohua y Bonk, Curtis J. MacEwan College (Canada) and Indiana University (USA). The Emergence of Open-Source Software in China [On- line]. 2007. http://www.eric.ed.gov/ERICDocs/data/ericdocs2sql/content_storage_01/0000019b/80/3e/3a/1d.pdf • Estepa Nieto, Jesús Javier. University of Granada. Software Libre Para El Desarrollo Del Tercer Mundo [Open source Software for Third World Development] [On-line]. 2007. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=13 • Dravis, Paul. InfoDev (World Bank). Open source software: Perspectives for development [On-line]. 2003. www.infodev.org/en/Document.21.pdf • Hoe, Nah Soo. UNESCO, APDIP, IOSN. Breaking Barriers: The Potential of Free and Open Source Software for Sustainable Human Development - A Compilation of Case Studies from Across the World [On-line]. 2006. http://www.apdip.net/publications/ict4d/BreakingBarriers.pdf • Koh, Kern. Korea OSS Promotion Forum. Open Source Software Perspective in Korea [On-line]. 2006. http://www.ipa.go.jp/software/open/forum/north_asia/download/5thNEAForum/061122_K-3.pdf 126. Report on the International Status of Open Source Software
  • 127. • Khansari, Mohammad. Centro de Investigación Avanzada en Tecnologías de la Información y la Comunicación (AICTC) [Centre for Advanced Research on Information and Communication Technologies]. Dr. Mohammad Khansari, former Director of the National GNU/Linux Project in the Islamic Republic of Iran shares his experience with CENATIC. [On-line]. 2009. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=341:dr-mohammad-khansari-director-del-proyecto-nacional-de- gnulinux-de-la-republica-islamica-de-iran-comparte-con-cenatic-su-experiencia&catid=50:entrevistas&Itemid=86 • King Ing, Tan. Open Code Software Competence Centre in Malaysia. The Director of MAMPU (Malaysia) shares her intense activity to promote Open Source Software with CENATIC. [On-line]. 2009. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=322:la-directora-de-mampu-malasia-comparte-con-cenatic-su-intensa- actividad-de-promocion-del-software-de-fuentes-abiertas&catid=50:entrevistas&Itemid=86 • Huang, Hai Hong. Gartner. Open Source in China, 2008 [On-line]. 2008. www.gartner.com • Iyengar, Partha. Gartner. Open Source in India, 2008 [On-line]. 2008. www.gartner.com • Aoyama, Hiroko and Iijima, Kimihiko. Gartner. Open Source in Japan, 2008 [On-line]. 2008. www.gartner.com 6.1.7. Oceania-Australia • Lewis, James A. et al. Center for Strategic and International Studies (CSIS). Government Open Source Policies [On-line]. 2007. http://csis.org/files/media/csis/pubs/070820_open_source_policies.pdf • Lewis, James A. et al. Center for Strategic and International Studies (CSIS). Government Open Source Policies [On-line]. 2008. http://csis.org/files/media/csis/pubs/0807218_government_opensource_policies.pdf • Estepa Nieto, Jesús Javier. University of Granada. Software Libre Para El Desarrollo Del Tercer Mundo [Open Source Software for Third World Development] [On-line]. 2007. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=13 • Dravis, Paul. InfoDev (World Bank). Open source software: Perspectives for development [On-line]. 2003. www.infodev.org/en/Document.21.pdf Report on the International Status of Open Source Software 127.
  • 128. 6.2. Private Sector 6.2.1. Introduction • Perl, Jens et al. Estrategia Digital. Manual de Uso de Software Libre [Manual for Open Source Software Use] [On-line]. http://www.estrategiadigital.gob.cl/node/386 • Skok, Michael. North Bridge Venture Partners. The Future of Open Source: Exploring the Investments, Innovations, Applications, Opportunities and Threats [On-line]. 2008. http://acquia.com/files/osbc2008nbvpsurvey.pdf • Feinberg, Donald. Gartner. The Growing Maturity of Open-Source Database Management Systems [On-line]. 2008. www.gartner.com • Driver, Mark. Gartner. Predicts 2009: The Evolving Open-Source Software Model [On-line]. 2008. www.gartner.com • Myllärniemi, Jussi. COSS. Structures and operations of open source value networks [On-line]. 2007. http://www.coss.fi/ossi • Di Maio, Andrea and Drakos, Nikos. Gartner. How Open Source is changing the shape of IT [On-line]. 2008. www.gartner.com • McKendrick, Joe. IOUG (Independent Oracle Users Group). Open source in the enterprise [On-line]. 2007. http://www.ioug.org/IOUG_Open_Source_07.pdf • Infoworld. Open Source management: Trends, Requirements and Future Needs for the Open Source Enterprise [On-line]. (s.a). http://www.infoworld.com/pdf/whitepaper/InfoWorld_Open_Source_Management.pdf • Von Rotz, Bruno and Gynn, Dave. Optaros. Open source in the enterprise [On-line]. 2008. http://files.optaros.com/Optaros%20White%20Paper%20-%20Open%20Source%20in%20the%20Enterprise%20_October%202008__EN.pdf • Grandchamp, Steven. Open Logic - Linux Magazine. The Evolution of Open Source [On-line]. 2006. http://go.openlogic.com/pages/start/download-white-papers/index.html?Campaign_Id=1301&Activity_Id=2861&rsc=EvolutionOfOpenSource.pdf 128. Report on the International Status of Open Source Software
  • 129. • Shreves, Ric. Water & Stone. Open Source CMS Market Share [On-line]. 2008. http://www.waterandstone.com/downloads/2008OpenSourceCMSMarketSurvey.pdf • Gustafson, Paul and Koff, William. CSC Leading Edge Forum. Open Source: Open to business [On-line]. 2004. http://www.csc.com/aboutus/leadingedgeforum/knowledgelibrary/uploads/1142_1.pdf [Consulta: 3 jun. 2009]. • Noonan, Douglas S. et al. Red Hat. Open Source Software Potential Index (OSPI) [On-line]. 2008. http://www.redhat.com/about/where-is-open-source/activity/ • Moon, Nathan W. et al. Center for Advanced Communications Policy at the Georgia Institute of Technology. Adoption and Use of Open Source Software: Preliminary Literature Review [On-line]. 2008. http://www.redhat.com/about/where-is-open-source/activity/ 6.2.2. North America • e-Cology. Open Source Business Opportunities for Canada’s Information and Communications Technology Sector [On-line]. 2003. http://www.e-cology.ca/canfloss/report/CANfloss_Report.pdf • Actuate. Actuate: Annual Open Source Survey [On-line]. 2008. http://www.actuate.com/OpenSourceSurvey2008 • Forrester. Open Source Software’s Expanding Role in the Enterprise [On-line]. 2007. http://www1.unisys.com:8081/eprise/main/admin/corporate/doc/Forrester_research-open_source_buying_behaviors.pdf • Actuate. Actuate: 07 Open Source Survey [On-line]. 2007. http://www.actuate.com/info/os07survey/ • Think Tank 2007. Open Source Think Tank: The Future of Commercial Open Source [On-line]. 2007. http://thinktank.olliancegroup.com/ostt2007report.pdf • Walli, Stephen et al. Optaros. The Growth of Open Source Software in Organizations [On-line]. 2005. http://ncpp.ru/e-commerce2/3.Training.course/Day.6.Various.applications/2.Readings/Optaros_Growth_of_OSS_090706.pdf Report on the International Status of Open Source Software 129.
  • 130. 6.2.3. Latin America • Zúñiga, Lena. Bellanet International Secretariat, Latin America and the Caribbean. El software libre y las perspectivas para el desarrollo en América Latina y el Caribe [Open source software and perspectives for development in Latin America and the Caribbean [On-line]. 2004. http://www.mentores.net/Portals/2/mentores_net_sabemos_software_libre.pdf • Romero Lagos, José Luis. Linux Maya Honduras. La difusión del software libre en Honduras a través de Linux Maya [The diffusion of open source software in Honduras through Linux Maya] [On-line]. 2009. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=387:linux-maya-honduras&catid=50:entrevistas&Itemid=86 • Stefanuto, Giancarlo Nuti et al. Softex. Impacto de Software Libre y de Código Abierto en la Industria de Software de Brasil [Impact of Open Source Software and Open Code on the Software Industry in Brazil] [On-line]. 2005. http://observatorio.cenatic.es/index.php?option=com_rubberdoc&view=doc&id=11&format=raw • Mannila, Marko. Hyper MediaLab. Free and Open Source Software: Approaches in Brazil and Argentina [On-line]. 2005. http://www.uta.fi/hyper/julkaisut/b/mannila-2005.pdf 6.2.4. Europe • Actuate. Actuate: Annual Open Source Survey [On-line]. 2008. http://www.actuate.com/OpenSourceSurvey2008 • Think Tank 2007. Open Source Think Tank: The Future of Commercial Open Source [On-line]. 2007. http://thinktank.olliancegroup.com/ostt2007report.pdf • Forrester. Open Source Software’s Expanding Role in the Enterprise [On-line]. 2007. http://www1.unisys.com:8081/eprise/main/admin/corporate/doc/Forrester_research-open_source_buying_behaviors.pdf • Baptista Diogo et al. Associação para a Promoção e Desenvolvimento da Sociedade da Informação (APDSI). Open source software: Que oportunidades em Portugal? [Open Source Software: What are the opportunities in Portugal?] [On-line]. 2004. http://www.softwarelivre.citiap.gov.pt/Documentacao/Folder.2004-05-06.4081126526/file.2004-09-24.3573853069 • Forrester. Open Source Paves The Way For The Next Generation Of Enterprise IT [On-line]. 2008. https://fossbazaar.org/content/open-source-paves-way-next-generation-enterprise-it 130. Report on the International Status of Open Source Software
  • 131. • Ghosh, Rishab Aiyer et al. UNU-MERIT. Study on the: Economic impact of open source software on innovation and the competitiveness of the Information and Communication Technologies (ICT) sector in the EU [On-line]. 2006. http://ec.europa.eu/enterprise/ict/policy/doc/2006-11-20-flossimpact.pdf • Actuate. Actuate: 07 Open Source Survey [On-line]. 2007. http://www.actuate.com/info/os07survey/ • Bierhals, Gregor. IDABC and OSOR. COSS Competence Centre Finland: More than just five guys holding a torch [On-line]. 2009. http://www.osor.eu/case_studies/docs/IDABC.OSOR.casestudy.COSS.pdf • Abella, A et al. Junta de Extremadura [Regional Government of Extremadura]. Libro Blanco del Software Libre en España (II) [White Paper on Open Source Software in Spain (II)] [On-line]. 2004. http://creativecommons.org/licenses/by-nc-nd/2.1/es/legalcode.es • Arriba de, Alberto. Fornax Platform – Sculptor. Interview with Alberto de Arriba, Developer of the Fornax Platform – Sculptor [On-line]. 2009. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=401:entrevista-con-alberto-de-arriba-desarrollador-de-fornax-platform- sculptor&catid=50:entrevistas&Itemid=86 • INE. Porcentaje de uso de sistemas operativos de código abierto en las empresas por tamaño y sector de actividad 2007-2008 [Percentage of open code operating system used in companies by size and activity sector 2007-2008 [On-line]. 2009. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=136:porcentaje-de-uso-de-sistemas-operativos-de-codigo-abierto-en- las-empresas-por-tamano-y-sector-de-actividad-2007-2008&catid=19:empresas&Itemid=73 • Ramón Sánchez, Ramón. Iniciativa Focus. Iniciativa Focus comparte su experiencia participativa en la promoción del Conocimiento Libre y las Tecnologías de Fuentes Abiertas [Iniciativa Focus shares its experience participating in the promotion of Free Knowledge and Open Source Technologies] [On-line]. 2009. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=386:modelo-entrevistas&catid=50:entrevistas&Itemid=86 • Valor, Profs. Josep et al. ebCenter, IESE, UPF. Criterios de adopción de las tecnologías de información y comunicación [Adoption criteria for information and communications technologies] [On-line]. 2005. http://www.iese.edu/research/pdfs/ESTUDIO-24.pdf • INE. Porcentaje de uso del ordenador y uso o conocimiento del sistema operativo Linux, según ocupación principal [Percentage of computer use and use or knowledge of the Linux operating system, by main occupation] [On-line]. 2007. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=163:porcentaje-de-uso-del-ordenador-y-uso-o-conocimiento-del- sistema-operativo-linux-segun-ocupacion-principal-2007&catid=17:ciudadania&Itemid=73 Report on the International Status of Open Source Software 131.
  • 132. • Luque, Rafael Penteo. ITC Analyst. ¿Puede Open Source ayudarme a salvar mi presupuesto TIC de crisis? [Can Open Source help me rescue my crisis ICT budget?] [On-line]. 2008. http://portal2.penteo.com/searchcenter/Paginas/Results.aspx?k=%C2%BFPuede%20Open%20Source%20ayudarme%20a%20salvar%20mi%20 presupuesto%20TIC%20de%20crisis%3F&s=Todos%20los%20sitios • Airbus Open source and embedded software development for avionics [On-line]. 2008. https://www.artemisia-association.org/downloads/SYLVIE_ROBERT_AC_2007.pdf • Tebbens, Wouter. Free Knowledge Institute (FKI). Wouter Tebbens, President of the Free Knowledge Institute, introduces us to the current Open Source Software situation in Holland [On-line]. 2009. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=271:wouter-tebbens-presidente-de-free-knowledge-institute-nos- acerca-a-la-realidad-holandesa-del-software-de-fuentes-abiertas&catid=50:entrevistas&Itemid=86 • Forfás. Open Source Trends and Business Models [On-line]. 2006. http://www.forfas.ie/publication/search.jsp?ft=/publications/2006/Title,759,en.php • Quintal, Lucio Madeira. Tecnopolo. Interview with Lucio Quintal, Projects Director at Madeira Tecnopolo, Portugal. [On-line]. 2009. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=318:entrevista-a-lucio-quintal-director-de-proyectos-de-madeira- tecnopolo-portugal&catid=50:entrevistas&Itemid=86 • Mertz, Sharon A. and Wurster, Laurie F. Gartner. Open Source in Russia, 2008 [On-line]. 2008. www.gartner.com 6.2.5. Africa • Think Tank 2007. Open Source Think Tank: The Future of Commercial Open Source [On-line]. 2007. http://thinktank.olliancegroup.com/ostt2007report.pdf • Vital Wave Consulting. South African Adoption of Open Source [On-line]. 2006. http://www.vitalwaveconsulting.com/insights/South-African-Adoption-of-Open-Source.pdf 6.2.6. Asia • Dr. Lee, Der-Tsai Institute of Information Science, Academia Sinica. Country Report from Taiwan on Open Source Software [On-line]. 2003. http://www.iis.sinica.edu.tw/~dtlee/OSS_country_report_TWN_0305_03.ppt 132. Report on the International Status of Open Source Software
  • 133. • Pan, Guohua and Bonk, Curtis J. MacEwan College (Canada) and Indiana University (USA). The Emergence of Open-Source Software in China [On- line]. 2007. http://www.eric.ed.gov/ERICDocs/data/ericdocs2sql/content_storage_01/0000019b/80/3e/3a/1d.pdf • Think Tank 2007. Open Source Think Tank: The Future of Commercial Open Source [On-line]. 2007. http://thinktank.olliancegroup.com/ostt2007report.pdf • Sola, Javier. KhmerOS from Cambodia's Open Institute. Javier Sola introduces the KhmerOS project to improve economic development options in Cambodia [On-line]. 2009. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=199:javier-sola-nos-careca-al-proyecto-khmeros-para-la-mejora-de- las-posibilidades-de-desarrollo-economico-de-camboya&catid=50:entrevistas&Itemid=86 • Hong Kong Productivity Council. Open Source Software Adoption in Hong Kong [On-line]. 2004. http://www.hkpc.org/html/eng/industry_survey/doc/OpenSource.pdf • Ahmed, Jamil. Ankur ICT Development Foundation. If we are able to adapt Open Source Software to our language, this will increase the acceptance of technology. [On-line]. 2009. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=417:si-conseguimos-adaptar-el-software-de-fuentes-abiertas-a- nuestro-idioma-aumentara-la-aceptacion-de-la-tecnologia&catid=50:entrevistas&Itemid=86 • King Ing, Tan. Open Code Software Competence Centre in Malaysia. The Director of MAMPU (Malaysia) shares her intense activity to promote Open Source Software with CENATIC. [On-line]. 2009. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=322:la-directora-de-mampu-malasia-comparte-con-cenatic-su-intensa- actividad-de-promocion-del-software-de-fuentes-abiertas&catid=50:entrevistas&Itemid=86 • Souphavanh, Anousak. Lao Open Source. The Chief Technology Advisor of the Lao Open Source project is interviewed by the ONSFA [On-line]. 2009. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=348:el-asesor-jefe-tecnologico-de-lao-open-source-se-entrevista-con- el-onsfa&catid=50:entrevistas&Itemid=86 • Huang, Hai Hong. Gartner. Open Source in China, 2008 [On-line]. 2008. www.gartner.com • Iyengar, Partha. Gartner. Open Source in India, 2008 [On-line]. 2008. www.gartner.com • Aoyama, Hiroko and Iijima, Kimihiko. Gartner. Open Source in Japan, 2008 [On-line]. 2008. < www.gartner.com Report on the International Status of Open Source Software 133.
  • 134. 6.2.7. Oceania-Australia • Zymaris, Con. Open Source Victoria and Co-founder of the OSIA. Open Sources increase acceptance of interoperability standards in technology. [On-line]. 2009. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=406:las-fuentes-abiertas-aumentan-la-aceptacion-de-los-estandares- interoperables-en-la-tecnologia&catid=50:entrevistas&Itemid=86 • Open Source Tasmania. Open Source Business Opportunities for Tasmania [On-line]. (s.a). http://frost.dpiwe.tas.gov.au/cgi-bin/survey.cgi • Waugh Partners. The Australian Open Source Industry & Community Report 2008 [On-line]. 2008. census.waughpartners.com.au/census-report-2008-r1.pdf 6.3. Universities and R&D Centres 6.3.1. Introduction • Wheeler, Brad. Educase. Open Source 2007 How did This Happen? [On-line]. 2004. http://net.educause.edu/ir/library/pdf/ERM0440.pdf 6.3.2. North America • Kegel, Dan. Kegel. The case for Linux in Universities [On-line]. 2002. http://www.kegel.com/linux/edu/case.html 6.3.3. Latin America • Zúñiga, Lena. Bellanet International Secretariat, Latin America and the Caribbean. El software libre y las perspectivas para el desarrollo en América Latina y el Caribe [Open source software and perspectives for development in Latin America and the Caribbean [On-line]. 2004. http://www.mentores.net/Portals/2/mentores_net_sabemos_software_libre.pdf 134. Report on the International Status of Open Source Software
  • 135. 6.3.4. Europe • A. Abella and M.A. Segovia. Libro Blanco del Software Libre en España (II) [White Paper on Open Source Software in Spain (II)] [On-line]. 2004. http://www.libroblanco.com/document/II_libroblanco_del_software_libre.pdf • Rodríguez Sevilla, Samuel. Linux user group at Carlos III University in Madrid. The Linux user group at the Carlos III University in Madrid (GUL-uc3m) share their work with ONSFA. [On-line]. 2009. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=432:grupo-de-usuarios-de-linux-de-la-universidad-carlos-iii-de-madrid- gul-uc3m-comparte-su-trabajo-con-el-onsfa&catid=50:entrevistas&Itemid=86 • Mertz, Sharon A. and Wurster, Laurie F. Gartner. Open Source in Russia, 2008 [On-line]. 2008. www.gartner.com 6.3.5. Africa • Inwent. FOSSFA and Inwent launching first regional course on Business and Open Source in Johannesburg [On-line]. 2009. http://www.inwent.org/portal/internationale_zusammenarbeit/aktuelles/154633/index.php.en • Vital Wave Consulting. South African Adoption of Open Source [On-line]. 2006. http://www.vitalwaveconsulting.com/insights/South-African-Adoption-of-Open-Source.pdf 6.3.6. Asia • Dr. Lee, Der-Tsai Institute of Information Science, Academia Sinica. Country Report from Taiwan on Open Source Software [On-line]. 2003. http://www.iis.sinica.edu.tw/~dtlee/OSS_country_report_TWN_0305_03.ppt • Koh, Kern. Korea OSS Promotion Forum. Open Source Software Perspective in Korea [On-line]. 2006. http://www.ipa.go.jp/software/open/forum/north_asia/download/5thNEAForum/061122_K-3.pdf • Huang, Hai Hong. Gartner. Open Source in China, 2008 [On-line]. 2008. www.gartner.com • Iyengar, Partha. Gartner. Open Source in India, 2008 [On-line]. 2008. www.gartner.com Report on the International Status of Open Source Software 135.
  • 136. 6.3.7. Oceania-Australia • Waugh Partners. The Australian Open Source Industry & Community Report 2008 [On-line]. 2008. http://census.waughpartners.com.au/census-report-2008-r1.pdf 6.4. OSS Communities 6.4.1. Introduction • Di Maio, Andrea and Drakos, Nikos. Gartner. How Open Source is changing the shape of IT [On-line]. 2008. www.gartner.com • Helander, Nina et al. COSS. Open Source Software management framework [On-line]. 2007. http://www.coss.fi/ossi • Myllärniemi, Jussi. COSS. Structures and operations of open source value networks [On-line]. 2007. http://www.coss.fi/ossi • Von Rotz, Bruno and Gynn, Dave. Optaros. Open source in the enterprise [On-line]. 2008. http://files.optaros.com/Optaros%20White%20Paper%20-%20Open%20Source%20in%20the%20Enterprise%20_October%202008__EN.pdf • De Paoli, Stefano and D’Andrea, Vincenzo. University of Trento How artefacts rule web based communities [On-line]. (s.a). http://opensource.mit.edu/papers/HowArtifactRuleWebBasedCommunities.pdf • Driver, Mark. Gartner. Community Is the Key to Open Source Success [On-line]. 2008. http://www.gartner.com/DisplayDocument?doc_cd=161442&ref=g_rss 6.4.2. North America • E-Cology. Open Source Business Opportunities for Canada’s Information and Communications Technology Sector [On-line]. 2003. http://www.e-cology.ca/canfloss/report/CANfloss_Report.pdf 136. Report on the International Status of Open Source Software
  • 137. 6.4.3. Latin America • Stefanuto, Giancarlo Nuti et al. Softex. Impacto de Software Libre y de Código Abierto en la Industria de Software de Brasil [Impact of Open Source Software and Open Code on the Software Industry in Brazil] [On-line]. 2005. http://observatorio.cenatic.es/index.php?option=com_rubberdoc&view=doc&id=11&format=raw • Ramírez, Andrés. Linux in Costa Rica. The Linux Costa Rica Community tells us about their experience with the open source software "allende los mares" [On-line]. 2009. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=379:la-comunidad-linux-costa-rica-nos-cuenta-su-experiencia-allende- los-mares&catid=50:entrevistas&Itemid=86 • Cárcamo Mejía, Marvin Eduardo. Linux Guatemala. The president of Guatelinux tells us about his community [On-line]. 2009. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=384:marvin&catid=50:entrevistas&Itemid=86 • Zúñiga, Lena. Centro Internacional de Investigaciones para el Desarrollo [International Development Research Centre]. Voces libres de los campos digitales [Free voices in the digital fields] [On-line]. 2007. http://www.sulabatsu.com/voces/Documentos/voces.pdf 6.4.4. Europe • Ferrer Matoses, Pedro Juan. Comunidad Hispanohablante de OSGeo [Spanish-speaking OSGeo community]. The local chapter of the Spanish- speaking OSGeo community shares its intense activity with the ONSFA. [On-line]. 2009. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=433:el-capitulo-local-de-la-comunidad-hispanohablante-de-osgeo- comparte-su-intensa-actividad-con-el-onsfa&catid=50:entrevistas&Itemid=86 • Rodríguez Sevilla, Samuel. Linux user group at Carlos III University in Madrid. The Linux user group at the Carlos III University in Madrid (GUL-uc3m) share their work with ONSFA. [On-line]. 2009. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=432:grupo-de-usuarios-de-linux-de-la-universidad-carlos-iii-de-madrid- gul-uc3m-comparte-su-trabajo-con-el-onsfa&catid=50:entrevistas&Itemid=86 • Moratalla Moreno, Alfonso. Asociación de Linux Albacete [Linux Albacete Association]. The Albacete Linux Association shares its activities with the ONSFA [On-line]. 2009. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=380:la-asociacion-linux-albacete-comparte-con-el-onsfa-sus-actividad es&catid=50:entrevistas&Itemid=86 • Astals Cid, Albert. KDE España. KDE Spain participates in a series of interviews with the Open Source Software Community. [On-line]. 2009. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=376:albert-astals-cid-presidente-de-kde-espana-inagura-la-serie-de- entrevistas-con-la-comunidad-de-sl&catid=50:entrevistas&Itemid=86 • Fuentes de la Cruz, Luis Miguel. Asociación de Usuarios de Linux de la Comunidad Valenciana (VALUX). Valencian Community Linux Users Association (VALUX) [On-line]. 2009. Report on the International Status of Open Source Software 137.
  • 138. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=434:asociacion-de-usuarios-de-linux-de-la-comunidad-valenciana-valu x&catid=50:entrevistas&Itemid=86 • Rodríguez García, Pablo. Grupo de Amigos de Linux de Pontevedra. GALPon – Pontevedra Friends of Linux Group shares its experience in promoting open source software [On-line]. 2009. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=385:galpon-grupo-de-amigos-de-linux-de-pontevedra&catid=50:entrev istas&Itemid=86 • Otero Quintana, Abraham. JavaHispano. Interview with Abraham Otero, President of javaHispano [On-line]. 2009. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=394:entrevista-con-abraham-otero-presidente-de-javahispano- &catid=50:entrevistas&Itemid=86 • Díaz Díaz, José Ángel. GNOME Hispano. GNOME Hispano, un lugar en la red donde el proyecto GNOME se acerca a los usuarios hispanohablantes [GNOME Hispano, a place on the Internet that brings the GNOME project to Spanish-speaking users [On-line]. 2009. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=378:gnome-hispano-un-lugar-en-la-red-donde-el-proyecto-gnome-se- acerca-a-los-usuarios-hispanohablantes-&catid=50:entrevistas&Itemid=86 6.4.5. Africa • Vital Wave Consulting. South African Adoption of Open Source [On-line]. 2006. http://www.vitalwaveconsulting.com/insights/South-African-Adoption-of-Open-Source.pdf 6.4.6. Asia • Dr. Lee, Der-Tsai Institute of Information Science, Academia Sinica. Country Report from Taiwan on Open Source Software [On-line]. 2003. http://www.iis.sinica.edu.tw/~dtlee/OSS_country_report_TWN_0305_03.ppt • Koh, Kern. Korea OSS Promotion Forum. Open Source Software Perspective in Korea [On-line]. 2006. http://www.ipa.go.jp/software/open/forum/north_asia/download/5thNEAForum/061122_K-3.pdf • Huang, Hai Hong. Gartner. Open Source in China, 2008 [On-line]. 2008. www.gartner.com • Aoyama, Hiroko and Iijima, Kimihiko. Gartner. Open Source in Japan, 2008 [On-line]. 2008. www.gartner.com 138. Report on the International Status of Open Source Software
  • 139. 6.4.7. Oceania-Australia • Waugh Partners. The Australian Open Source Industry & Community Report 2008 [On-line]. 2008. http://census.waughpartners.com.au/census-report-2008-r1.pdf 6.5. Technologies • Forrester. Open Source Software’s Expanding Role in the Enterprise [On-line]. 2007. http://www1.unisys.com:8081/eprise/main/admin/corporate/doc/Forrester_research-open_source_buying_behaviors.pdf • Forrester. Open Source Paves The Way For The Next Generation Of Enterprise IT [On-line]. 2008. https://fossbazaar.org/content/open-source-paves-way-next-generation-enterprise-it • Maoz, Michael. Gartner. Open Source in the CRM Application Market, 2008 [On-line] 2008. www.gartner.com • Jones, Nick. Gartner. Open Source in Mobile Computing, 2008 [On-line]. 2008. www.gartner.com • Woods, Jeff. Gartner. Open Source in ERP, 2008 [On-line]. 2008. www.gartner.com • Leong, Lydia. Gartner. Open Source in Web Hosting, 2008 [On-line]. 2008. www.gartner.com • Desisto, Robert P. Gartner. Open Source in SaaS, 2008 [On-line]. 2008. www.gartner.com • Natis, Yefim V. Gartner. Open Source in the Application Server Market, 2008 [On-line]. 2008. www.gartner.com • Drobik, Alexander. Gartner. Open-Source Software in CRM, ERP and SCM Business Applications, 2008 [On-line]. 2008. www.gartner.com • Silver, Michael A. Gartner. Open Source on the Desktop, 2008 [On-line]. 2008. www.gartner.com Report on the International Status of Open Source Software 139.
  • 140. • Weiss, George J. Gartner. Open-Source Software in the Server OS Market, 2008: The State of Linux [On-line]. 2008. www.gartner.com • Feinberg, Donald. Gartner. Open Source in Database Management Systems, 2008 [On-line]. 2008. www.gartner.com • Young, Greg. Gartner. Open Source in Security, 2008 [On-line]. 2008. www.gartner.com • Huang, Hai Hong. Gartner. Open Source in China, 2008 [On-line]. 2008. www.gartner.com • Iyengar, Partha. Gartner. Open Source in India, 2008 [On-line]. 2008. www.gartner.com • Mertz, Sharon A. and Wurster, Laurie F. Gartner. Open Source in Russia, 2008 [On-line]. 2008. www.gartner.com • Jones, Teresa. Gartner. Open Source in Europe, 2008 [On-line]. 2008. www.gartner.com • Aoyama, Hiroko and Iijima, Kimihiko. Gartner. Open Source in Japan, 2008 [On-line]. 2008. www.gartner.com • INE. Porcentaje de uso del ordenador y uso o conocimiento del sistema operativo Linux, según ocupación principal [Percentage of computer use and use or knowledge of the Linux operating system, by main occupation] [On-line]. 2007. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=163:porcentaje-de-uso-del-ordenador-y-uso-o-conocimiento-del- sistema-operativo-linux-segun-ocupacion-principal-2007&catid=17:ciudadania&Itemid=73 • Walli, Stephen et al. Optaros. The Growth of Open Source Software in Organizations [On-line]. 2005. http://ncpp.ru/e commerce2/3.Training.course/Day.6.Various.applications/2.Readings/Optaros_Growth_of_OSS_090706.pdf • Shreves, Ric. Water & Stone. Open Source CMS Market Share [On-line]. 2008. http://www.waterandstone.com/downloads/2008OpenSourceCMSMarketSurvey.pdf • INE. Porcentaje de uso de sistemas operativos de código abierto en las empresas por tamaño y sector de actividad 2007-2008 [Percentage of open code operating system use in companies by size and activity sector 2007-2008 [On-line]. 2009. 140. Report on the International Status of Open Source Software
  • 141. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=136:porcentaje-de-uso-de-sistemas-operativos-de-codigo-abierto-en- las-empresas-por-tamano-y-sector-de-actividad-2007-2008&catid=19:empresas&Itemid=73 • Pentaho. Open Source BI [On-line]. 2006. http://www.bi-spain.com/articulo/69211/open-source-software-libre/otros/estudio-sobre-la-conveniencia-o-no-del-business-intelligence-open-source- por-ventana-research • Islabit. La mayoría de las supercomputadoras del mundo usan LINUX [Most supercomputers in the world use LINUX] [On-line]. 2009. http://observatorio.cenatic.es/index.php?option=com_content&view=article&id=468:la-mayoria-de-las-supercomputadoras-del-mundo-usan-linux&cati d=54:tecnologia&Itemid=62 • Curto Díaz, Josep. ICNET Consulting. Adoption and Usage Survey: Open Source Business Intelligence and Reporting [On-line]. (s.a). http://www.beyeresearch.com/study/10501 • McKendrick, Joe. IOUG (Independent Oracle Users Group). Open source in the enterprise [On-line]. 2007. http://www.ioug.org/IOUG_Open_Source_07.pdf • Di Maio, Andrea and Drakos, Nikos. Gartner. How Open Source is changing the shape of IT [On-line]. 2008. www.gartner.com 6.6. Legal • Walli, Stephen. Optaros. Open Source Legal Risk Management in the Enterprise, Version 1.2 [On-line]. 2006. http://www.ncpp.ru/e-commerce2/3.Training.course/Day.6.Various.applications/2.Readings/Optaros_FOSS_Risk_Mgmt_SWalli_090706.pdf • Stefanuto, Giancarlo Nuti et al. Softex. Impacto de Software Libre y de Código Abierto en la Industria de Software de Brasil [Impact of Open Source Software and Open Code on the Software Industry in Brazil] [On-line]. 2005. http://observatorio.cenatic.es/index.php?option=com_rubberdoc&view=doc&id=11&format=raw • Revilla, Francisco. Cybercurse. Estudio comparativo de las diferencias entre las licencias de los dos sistemas operativos más extendidos [Comparative study of the differences between licenses for the two most used operating systems] [On-line]. 2009. http://www.smh.com.au/articles/2003/04/24/1050777342086.html • Walli, Stephen. Optaros. Understanding Free and Open Source Licenses, Version 2.1 [On-line]. 2006. http://www.ncpp.ru/e-commerce2/3.Training.course/Day.6.Various.applications/2.Readings/Optaros_Und_FOSS_Lic_SWalli_Part%20II_090706.pdf Report on the International Status of Open Source Software 141.
  • 142. • Think Tank 2007. Open Source Think Tank: The Future of Commercial Open Source [On-line]. 2007. http://thinktank.olliancegroup.com/ostt2007report.pdf 6.7. Information society • Ghosh, Rishab Aiyer et al. Unisys-MERIT. Study on the effect on the development of the information society of European public bodies making their own software available as open source [On-line]. 2007. http://www.zeapartners.org/articles/PS-OSS%20Final%20report.pdf • Eurostat. i2010 Benchmarking Framework [On-line]. 2005. http://ec.europa.eu/information_society/eeurope/i2010/benchmarking/index_en.htm • Commission of the European Communities. Benchmarking i2010: Progress and Fragmentation in the European Information Society [On-line]. 2008. http://ec.europa.eu/information_society/eeurope/i2010/docs/annual_report/2008/sec_2008_470_Vol_1.pdf • Commission of the European Communities i2010 - List of actions [On-line]. 2008. http://ec.europa.eu/information_society/eeurope/i2010/docs/annual_report/2008/sec_2008_470_Vol_2.pdf • Commission of the European Communities. ICT Country Profiles [On-line]. 2008. http://ec.europa.eu/information_society/eeurope/i2010/docs/annual_report/2008/sec_2008_470_Vol_3.pdf • UNDP (United Nations Development Programme). Report on Human Development [On-line]. 2001. http://hdr.undp.org/en/media/HDR_2001_ES.pdf • Dutta, Soumitra and Mia, Irene. The Global Information Technology Report 2008-2009 [On-line]. 2008. http://www.insead.edu/v1/gitr/wef/main/fullreport/index.html • United Nations. World Public Sector Report 2003: E-Government at the Crossroads [On-line]. 2003. http://unpan1.un.org/intradoc/groups/public/documents/UN/UNPAN012733.pdf • Economist Intelligence Unit. E-readiness rankings 2009: The usage imperative [On-line]. 2009. http://graphics.eiu.com/pdf/E-readiness%20rankings.pdf 142. Report on the International Status of Open Source Software
  • 143. • Morgan Stanley. Internet, Technology, Media & Telecom Global TMT Market Sizing: Emerging Markets Have Finally Emerged [On-line]. 2006. http://www.morganstanley.com/institutional/techresearch/pdfs/tmt032306.pdf • ITU, UNCTAD and KADO. The Digital Opportunity Index (DOI) [On-line]. 2007 http://www.itu.int/ITU-D/ict/doi/material/WISR07-chapter3.pdf • Spanish Ministry of Industry, Tourism and Trade. Red.es. Observatorio. Propuesta de indicadores, criterios y técnicas de medición de la Sociedad de la Información [Proposal for indicators, criteria and techniques for measuring the Information Society] [On-line]. 2007. http://observatorio.red.es/documentos-publicados/articles/id/2146/jornada-sobre-indicadores-criterios-tecnicas-medicion-la-marzo-2007.html • Spanish Ministry of Industry, Tourism and Trade. Tecnologías de la Información y las Comunicaciones en la empresa española [Information and Communications Technologies in Spanish companies] [On-line]. 2009. http://observatorio.red.es/empresas/articles/id/2493/tecnologias-la-informacion-las-comunicaciones-la-empresa-espanola.html • Sebastián Cáceres. Observatorio de la Sociedad de la Información [Information Society Observatory]. Auna Fundación. Los países en vanguardia en la sociedad de la información [Countries on the cutting-edge of the information society] [On-line]. (s.a). http://www.fundacionorange.es/areas/28_observatorio/pdfs/vanguardia.pdf • Eurostat. i2010 Annual Information Society Report 2007 [On-line]. 2007. http://ec.europa.eu/information_society/eeurope/i2010/docs/annual_report/2007/i2010_ar_2007_en.pdf Report on the International Status of Open Source Software 143.
  • 144. 07.
  • 145. 07. Appendices • Questionnaire for the PRIVATE SECTOR. • Questionnaire for the PUBLIC SECTOR. • Questionnaire for UNIVERSITIES. • Questionnaire for COMMUNITIES. Report on the International Status of Open Source Software 145.
  • 146. 7.1. Questionnaire for the private sector 1. How would you rate the level of familiarity with/awareness of open source software (OSS) in your country? (Please select one of the following options: Very low, Low, Medium, High, Very high.) 2.1. How would you rate the level of OSS use by private companies in your country with regard to the following technologies? Please explain your answers. (Please select one of the following options for each technology: Very low, Low, Medium, High, Very high.) • Software Infrastructure • Business Applications • Application Development • Operating systems and desktop applications 2.2. In your opinion, what are the trends for use going to be over the medium-term? (For the 4 technology groups mentioned above: Software Infrastructure, Business Applications, Application Development, Operating systems and desktop applications.) 3. What have been the main benefits for private companies in your country as a result of adopting OSS? 4. What are the main barriers that prevent private companies in your country from adopting Open source software? 5. What are the 5 main private OSS development companies in your country? 6. What are the 5 main private companies in your country that market OSS? 7. Main OSS projects carried out by private companies in your country: (Please give a brief description of the projects and indicate the main players in them.) 8. Main OSS Communities linked to private companies in your country. 9. Please give a brief description of the management method used by the OSS Community in your company. 146. Report on the International Status of Open Source Software
  • 147. 10. Are there any private or public associations in your country promoting the adoption of OSS? If so, please include their name and main activities. 11. Considering the fact that OSS is not always distributed through traditional channels, what channels are used by OSS companies to contact potential clients? 12. In your opinion, what are the main factors (political, economic, social, etc.) that promote OSS adoption by private companies in your country? 7.2. Questionnaire for the public sector 1. How would you rate the level of familiarity with/awareness of open source software (OSS) in your country? (Please select one of the following options: Very low, Low, Medium, High, Very high.) 2.1. How would you rate the level of OSS use by the public sector in your country with regard to the following technologies? Please explain your answers. (Please select one of the following options for each technology: Very low, Low, Medium, High, Very high.) • Software Infrastructure • Business Applications • Application Development • Operating systems and desktop applications 2.2. In your opinion, what are the trends for use going to be over the medium-term? (For the 4 technology groups mentioned above: Software Infrastructure, Business Applications, Application Development, Operating systems and desktop applications.) 3. What have been the main benefits for the public sector in your country as a result of adopting OSS? 4. What are the main barriers that prevent the public sector in your country from adopting OSS? Report on the International Status of Open Source Software 147.
  • 148. 5. What are the main challenges and benefits for the public sector in your country with regard to activities promoting OSS? 6. What are the main consequences (positive and negative) of activities promoting OSS in the public sector in your country? a. E-government services b. the Economy c. Information society d. Community development e. Other 7. Main policies or recommendations made by the public sector with regard to OSS use or public tenders (including interoperability and open standards.) 8. Main OSS projects carried out by the public sector (either in-house or subcontracted developments.) (Please give a brief description of the projects and indicate the main players in them.) 9. Main public or semi-public OSS organisations and the main projects carried out. (Please give a brief description of the projects and indicate the main players involved.) 10. Have any initiatives been carried out combining the public sector and private OSS development companies in your country? If so, please name them and briefly describe them. 11. Have any initiatives been carried out combining the public sector and universities in your country? If so, please name them and briefly describe them. 12. Have any initiatives been carried out combining the public sector and OSS Communities in your country? If so, please name them and briefly describe them. 13. In your opinion, what are the main factors (political, economic, social, etc.) that encourage the use of OSS by the public sector in your country? 148. Report on the International Status of Open Source Software
  • 149. 7.3. Questionnaire for universities 1. How would you rate the level of familiarity with/awareness of open source software (OSS) in your country? (Please select one of the following answers: Very low, Low, Medium, High, Very high.) 2.1. How would you rate the level of OSS use by universities in your country with regard to the following technologies? Please explain your answers. (Please select one of the following options for each technology: Very low, Low, Medium, High, Very high.) • Software Infrastructure • Business Applications • Application Development • Operating systems and desktop applications 2.2. In your opinion, what are the trends for use going to be over the medium-term? (For the 4 technology groups mentioned above: Software Infrastructure, Business Applications, Application Development, Operating systems and desktop applications.) 3. What have the main benefits been for universities in your country as a result of adopting OSS? 4. What are the main barriers that prevent universities in your country from adopting OSS? 5. In your opinion, what are the main contributions made by universities in your country to the adoption of OSS? 6. What are the main OSS projects carried out by universities in your country? (Please give a brief description of the projects and indicate the main players involved.) 7. Please describe some examples of cooperation between universities and OSS development communities in terms of OSS. 8. Please describe some examples of cooperation between universities and private OSS companies in terms of OSS. Report on the International Status of Open Source Software 149.
  • 150. 9. How would you rate the level of support received by universities in order to carry out OSS development projects? (Please explain your answer.) a. Very low b. Low c. Medium d. High e. Very high 10. What type of support do universities receive in order to carry out OSS development projects? 11. What are the main organisations that provide support to universities? 12. Are there any institutional policies regarding the contribution made by staff to OSS projects in your country? Please explain any such policies. 13. What types of measures are taken by universities to promote participation in OSS development projects? 14. In your opinion, does the education available in your country allow for OSS development? 15. Does the existing training match the needs of the labour market? 150. Report on the International Status of Open Source Software
  • 151. 7.4. Questionnaire for communities 1. How would you rate the level of familiarity with/awareness of open source software (OSS) in your country? (Please select one of the following options: Very low, Low, Medium, High, Very high.) 2.1. How would you rate the level of OSS use by private companies in your country with regard to the following technologies? Please explain your answers. (Please select one of the following options for each technology: Very low, Low, Medium, High, Very high.) • Software Infrastructure • Business Applications • Application Development • Operating systems and desktop applications 2.2. In your opinion, what are the trends for use going to be over the medium-term? (For the 4 technology groups mentioned above: Software Infrastructure, Business Applications, Application Development, Operating systems and desktop applications.) 3. How would you rate the level of development of OSS Communities in your country? (Please explain your answer.) a. Very low b. Low c. Medium d. High e. Very high Report on the International Status of Open Source Software 151.
  • 152. 4. How would you rate the level of support received by OSS Communities in order to carry out OSS development projects? (Please explain your answer.) a. Very low b. Low c. Medium d. High e. Very high 5. What type of support do OSS Communities receive in order to carry out OSS development projects? 6. What are the main organisations/bodies that provide support to OSS Communities? 7. What financial model is used by OSS Communities in your country? (Sources of income) 8. What are the main reasons for participating in an OSS Community? 9. What are the main OSS projects carried out by OSS Communities in your country? (Please give a brief description of the projects and indicate the main players in them.) 10. Are there any clear trends regarding the type of projects carried out by OSS Communities in your country? Please briefly describe the trends. 11. Please give a brief description of the management method used by your OSS Community. 12. Please name the main countries from which developers make contributions to your OSS Community. 13. What private companies are currently actively involved with OSS Communities in your country? 14. Please describe some examples of cooperation between universities and OSS Communities. 15. Please describe some examples of cooperation between private companies and OSS Communities. 152. Report on the International Status of Open Source Software
  • 153. 16. Please describe some examples of cooperation between the public sector and OSS Communities. 17. What have been the main benefits for private companies in your country as a result of adopting OSS? And for private users? 18. What are the main barriers that prevent private companies in your country from adopting open source software? And for private users? 19. What are the 5 main private OSS development companies in your country? 20. In your opinion, what are the main factors (political, economic, social, etc.) that promote the adoption of OSS in your country? Report on the International Status of Open Source Software 153.