SlideShare a Scribd company logo
Pa#erns	
  for	
  Open	
  Source	
  Success	
  
Stephen	
  R.	
  Walli	
  
The	
  Outercurve	
  Founda7on	
  
May	
  9,	
  2013	
  
Orders	
  
of	
  
magnitude	
  
ROTOR	
  
500K	
  LoC	
  
500K	
  Lines-­‐of-­‐Test	
  Harness	
  
Ran	
  on	
  Windows,	
  Mac	
  OS	
  X,	
  FreeBSD	
  
One	
  script	
  to	
  set	
  environment	
  
One	
  command	
  to	
  build	
  everything	
  
One	
  command	
  to	
  test	
  it	
  all	
  
Minimal	
  documenta7on	
  
	
  
24	
  hours	
  later	
  …	
  
24	
  hours	
  later	
  again	
  …	
  	
  
CommiQer(s)	
  
+	
  
Code	
  
Developers	
  
CommiQers	
  
+	
  
Code	
  
Developers	
  
CommiQers	
  
+	
  
Code	
  
Developers	
  
Users	
  
CommiQers	
  
+	
  
Code	
  
Developers	
  
Users	
  
CommiQers	
  
+	
  
Code	
  
How	
  do	
  you	
  increase	
  your	
  user	
  base?	
  
(How	
  do	
  you	
  make	
  it	
  easy	
  to	
  install/configure/use	
  the	
  soZware?)	
  
	
  
How	
  do	
  you	
  encourage	
  developers?	
  
(How	
  do	
  you	
  make	
  it	
  easy	
  to	
  build/test/experiment?)	
  
	
  
How	
  do	
  you	
  make	
  it	
  easy	
  to	
  contribute?	
  
(What	
  do	
  you	
  communicate	
  to	
  your	
  community)	
  
How	
  do	
  you	
  increase	
  your	
  user	
  base?	
  
(How	
  do	
  you	
  make	
  it	
  easy	
  to	
  install/configure/use	
  the	
  soZware?)	
  
	
  
How	
  do	
  you	
  increase	
  your	
  user	
  base?	
  
(How	
  do	
  you	
  make	
  it	
  easy	
  to	
  install/configure/use	
  the	
  soZware?)	
  
	
  
Project	
  Exes	
  
published	
  
Project	
  Install	
  
Automated	
  
SoZware	
  Construc7on	
  Ac7vi7es	
  
Project	
  
BugTracking	
  
How	
  do	
  you	
  increase	
  your	
  user	
  base?	
  
(How	
  do	
  you	
  make	
  it	
  easy	
  to	
  install/configure/use	
  the	
  soZware?)	
  
	
  
Project	
  Exes	
  
published	
  
Project	
  Install	
  
Automated	
  
SoZware	
  Construc7on	
  Ac7vi7es	
  
Project	
  
License	
  
FAQs,	
  Howto	
  
Community	
  Development	
  Ac7vi7es	
  	
  
Project	
  
BugTracking	
  Forums,	
  Email	
  
How	
  do	
  you	
  encourage	
  developers?	
  
(How	
  do	
  you	
  make	
  it	
  easy	
  to	
  build/test/experiment?)	
  
	
  
	
  
How	
  do	
  you	
  encourage	
  developers?	
  
(How	
  do	
  you	
  make	
  it	
  easy	
  to	
  build/test/experiment?)	
  
	
  
	
  
Project	
  Build	
  
Automated	
  I	
  
Complete	
  Src	
  
published	
  
Project	
  Test	
  
Automated	
  I	
  
SoZware	
  Construc7on	
  Ac7vi7es	
  
How	
  do	
  you	
  encourage	
  developers?	
  
(How	
  do	
  you	
  make	
  it	
  easy	
  to	
  build/test/experiment?)	
  
	
  
	
  
Project	
  Build	
  
Automated	
  I	
  
Complete	
  Src	
  
published	
  
Project	
  Test	
  
Automated	
  I	
  
SoZware	
  Construc7on	
  Ac7vi7es	
  
Mission	
  
Statement	
  
Comms	
  
Plaborm	
  
Contributoion
Guidelines	
  
Community	
  Development	
  Ac7vi7es	
  	
  
Code	
  of	
  
Conduct	
  
How	
  do	
  you	
  make	
  it	
  easy	
  to	
  contribute?	
  
(What	
  do	
  you	
  communicate	
  to	
  your	
  community)	
  
How	
  do	
  you	
  make	
  it	
  easy	
  to	
  contribute?	
  
(What	
  do	
  you	
  communicate	
  to	
  your	
  community)	
  
Project	
  Build	
  
Automated	
  II	
  
Project	
  Test	
  
Automated	
  II	
  
Basic	
  Arch	
  
Descrip7on	
  
SoZware	
  Construc7on	
  Ac7vi7es	
  
How	
  do	
  you	
  make	
  it	
  easy	
  to	
  contribute?	
  
(What	
  do	
  you	
  communicate	
  to	
  your	
  community)	
  
Project	
  Build	
  
Automated	
  II	
  
Project	
  Test	
  
Automated	
  II	
  
Basic	
  Arch	
  
Descrip7on	
  
SoZware	
  Construc7on	
  Ac7vi7es	
  
Governance	
  
Events	
  
Community	
  Development	
  Ac7vi7es	
  	
  
How	
  do	
  you	
  make	
  it	
  easy	
  to	
  contribute?	
  
(What	
  do	
  you	
  communicate	
  to	
  your	
  COMMERCIAL	
  community)	
  
Project	
  
License	
  
Provenance	
  
Tracking	
  
Repositories	
  
Protected	
  
Dependencies	
  
Documented	
  
Contribu7ons	
  
AudiQed	
  	
  
Provenance	
  
Management	
  
CommiQers	
  
Indemnified	
  
CommiQer	
  
Governance	
  
Trademark	
  
Management	
  
IP	
  Management	
  Ac7vi7es	
  	
  
 	
  	
  	
  	
  	
  	
  	
  Open	
  Source	
  Community	
  Pa#erns	
  
Project	
  Exes	
  
published	
  
Project	
  Build	
  
Automated	
  I	
  
Project	
  Install	
  
Automated	
  
Complete	
  Src	
  
published	
  
Project	
  
BugTracking	
  
Project	
  Build	
  
Automated	
  II	
  
Project	
  Test	
  
Automated	
  I	
  
Project	
  Test	
  
Automated	
  II	
  
Basic	
  Arch	
  
Descrip7on	
  
Project	
  
License	
  
Project	
  
License	
  
Mission	
  
Statement	
  
Code	
  of	
  
Conduct	
  
Forums,	
  Email	
  
Comms	
  
Plaborm	
  
FAQs,	
  Howto	
  
Governance	
  
Contributoion
Guidelines	
  
Events	
  
Provenance	
  
Tracking	
  
Repositories	
  
Protected	
  
Dependencies	
  
Documented	
  
Contribu7ons	
  
AudiQed	
  	
  
Provenance	
  
Management	
  
CommiQers	
  
Indemnified	
  
CommiQer	
  
Governance	
  
Trademark	
  
Management	
  
IP	
  Management	
  Ac7vi7es	
  	
  
Community	
  Development	
  	
  
SoZware	
  Construc7on	
  Maturity	
  
Developers	
  
Users	
  
CommiQers	
  
+	
  
Code	
  
Developers	
  
Users	
  
CommiQers	
  
+	
  
Code	
  
Books	
  
Contractors	
  
Products	
  
Distribu2ons	
  
Consul2ng	
  
Training	
  
Support	
  
Building	
  the	
  Ecosystem	
  
Plan	
  Forward	
  
•  This	
  is	
  a	
  Work-­‐in-­‐Progress	
  
•  Github	
  
•  Atlas	
  (asciiDoc	
  and	
  Markdown)	
  
•  Run	
  as	
  an	
  open	
  source	
  project	
  
•  Crea7ve	
  Commons	
  Licensed	
  
•  Designed/developed	
  to	
  be	
  as	
  inclusive	
  as	
  
possible	
  
Ques@ons	
  &	
  Comments	
  
Stephen	
  R	
  Walli	
  
swalli@outercurve.org	
  
@stephenrwalli	
  

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Patterns for Open Source Success

  • 1. Pa#erns  for  Open  Source  Success   Stephen  R.  Walli   The  Outercurve  Founda7on   May  9,  2013  
  • 3. ROTOR   500K  LoC   500K  Lines-­‐of-­‐Test  Harness   Ran  on  Windows,  Mac  OS  X,  FreeBSD   One  script  to  set  environment   One  command  to  build  everything   One  command  to  test  it  all   Minimal  documenta7on     24  hours  later  …   24  hours  later  again  …    
  • 9. How  do  you  increase  your  user  base?   (How  do  you  make  it  easy  to  install/configure/use  the  soZware?)     How  do  you  encourage  developers?   (How  do  you  make  it  easy  to  build/test/experiment?)     How  do  you  make  it  easy  to  contribute?   (What  do  you  communicate  to  your  community)  
  • 10. How  do  you  increase  your  user  base?   (How  do  you  make  it  easy  to  install/configure/use  the  soZware?)    
  • 11. How  do  you  increase  your  user  base?   (How  do  you  make  it  easy  to  install/configure/use  the  soZware?)     Project  Exes   published   Project  Install   Automated   SoZware  Construc7on  Ac7vi7es   Project   BugTracking  
  • 12. How  do  you  increase  your  user  base?   (How  do  you  make  it  easy  to  install/configure/use  the  soZware?)     Project  Exes   published   Project  Install   Automated   SoZware  Construc7on  Ac7vi7es   Project   License   FAQs,  Howto   Community  Development  Ac7vi7es     Project   BugTracking  Forums,  Email  
  • 13. How  do  you  encourage  developers?   (How  do  you  make  it  easy  to  build/test/experiment?)      
  • 14. How  do  you  encourage  developers?   (How  do  you  make  it  easy  to  build/test/experiment?)       Project  Build   Automated  I   Complete  Src   published   Project  Test   Automated  I   SoZware  Construc7on  Ac7vi7es  
  • 15. How  do  you  encourage  developers?   (How  do  you  make  it  easy  to  build/test/experiment?)       Project  Build   Automated  I   Complete  Src   published   Project  Test   Automated  I   SoZware  Construc7on  Ac7vi7es   Mission   Statement   Comms   Plaborm   Contributoion Guidelines   Community  Development  Ac7vi7es     Code  of   Conduct  
  • 16. How  do  you  make  it  easy  to  contribute?   (What  do  you  communicate  to  your  community)  
  • 17. How  do  you  make  it  easy  to  contribute?   (What  do  you  communicate  to  your  community)   Project  Build   Automated  II   Project  Test   Automated  II   Basic  Arch   Descrip7on   SoZware  Construc7on  Ac7vi7es  
  • 18. How  do  you  make  it  easy  to  contribute?   (What  do  you  communicate  to  your  community)   Project  Build   Automated  II   Project  Test   Automated  II   Basic  Arch   Descrip7on   SoZware  Construc7on  Ac7vi7es   Governance   Events   Community  Development  Ac7vi7es    
  • 19. How  do  you  make  it  easy  to  contribute?   (What  do  you  communicate  to  your  COMMERCIAL  community)   Project   License   Provenance   Tracking   Repositories   Protected   Dependencies   Documented   Contribu7ons   AudiQed     Provenance   Management   CommiQers   Indemnified   CommiQer   Governance   Trademark   Management   IP  Management  Ac7vi7es    
  • 20.                Open  Source  Community  Pa#erns   Project  Exes   published   Project  Build   Automated  I   Project  Install   Automated   Complete  Src   published   Project   BugTracking   Project  Build   Automated  II   Project  Test   Automated  I   Project  Test   Automated  II   Basic  Arch   Descrip7on   Project   License   Project   License   Mission   Statement   Code  of   Conduct   Forums,  Email   Comms   Plaborm   FAQs,  Howto   Governance   Contributoion Guidelines   Events   Provenance   Tracking   Repositories   Protected   Dependencies   Documented   Contribu7ons   AudiQed     Provenance   Management   CommiQers   Indemnified   CommiQer   Governance   Trademark   Management   IP  Management  Ac7vi7es     Community  Development     SoZware  Construc7on  Maturity  
  • 22. Developers   Users   CommiQers   +   Code   Books   Contractors   Products   Distribu2ons   Consul2ng   Training   Support   Building  the  Ecosystem  
  • 23. Plan  Forward   •  This  is  a  Work-­‐in-­‐Progress   •  Github   •  Atlas  (asciiDoc  and  Markdown)   •  Run  as  an  open  source  project   •  Crea7ve  Commons  Licensed   •  Designed/developed  to  be  as  inclusive  as   possible  
  • 24. Ques@ons  &  Comments   Stephen  R  Walli   swalli@outercurve.org   @stephenrwalli