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Understanding Open Source
2
Introduction
Jody	Garnett
Community	Lead
jgarnett@boundlessgeo.com
@jodygarnett Open	Source	Geospatial	Foundation
Board	Member
OSGeo	Incubation	Chair
GeoTools	Project	Officer
Eclipse	Foundation
LocationTech	Project	Steering	Committee
LocationTech	Technology	Project
Open	Source	Projects
GeoTools
GeoServer
uDig
JTS
• A	complete	GIS	platform	that	exists	on	the	Desktop,	Server,	on	
Mobile	devices,	and	in	the	cloud
• Powered	by	proven	open	source	components
• Commercially	supported	to	ensure	quality	and	ease-of-use
• Designed	for	modern	infrastructures
3
The	Premiere	Open	Source	GIS	Ecosystem
4
Everything	you	Need	to	be	Successful
Software Services Training Support
5
Open	Source	continues	to	Grow
Source: https://www.google.com/trends/explore?q=qgis,arcgis
12/87 37/74
6
Approving	Open	Source	Use
http://dodcio.defense.gov/Portals/0/Documents/FOSS/2009OSS.pdf https://sourcecode.cio.gov
7
Approving	Open	Source	Use
Tony	Scott,
U.S.	Chief	Information	Officer.
https://obamawhitehouse.archives.gov/blog/2016/03/09/leveraging-american-ingenuity-through-reusable-and-open-source-software
• Shift	from	consulting	and	services,	 to	complete	products
• Putting	emphasis	on	usability	and	end	user	success
8
Shifting	From	Individual	Projects	to	Products
2002 2006 2014 2016
9
The	Boundless	 Open	Source	Ecosystem
10
Open	Source	Licensing	Explained
Copyright	2005-2016	OpenLayers	Contributors.	All	rights	reserved.
Redistribution	and	use	in	source	and	binary	forms,	with	or	without	modification,	are	permitted	provided	that	the	following	conditions	
are	met:
1. Redistributions	of	source	code	must	retain	the	above	copyright	notice,	this	list	of	conditions	and	the	following	disclaimer.
2. Redistributions	in	binary	form	must	reproduce	the	above	copyright	notice,	this	list	of	conditions	and	the	following	disclaimer	in	the	
documentation	and/or	other	materials	provided	with	the	distribution.
THIS	SOFTWARE	IS	PROVIDED	BY	OPENLAYERS	CONTRIBUTORS	``AS	IS''	AND	ANY	EXPRESS	OR	IMPLIED	WARRANTIES,	INCLUDING,	BUT	
NOT	LIMITED	TO,	THE	IMPLIED	WARRANTIES	OF	MERCHANTABILITY	AND	FITNESS	FOR	A	PARTICULAR	PURPOSE	ARE	DISCLAIMED.	IN	NO	
EVENT	SHALL	COPYRIGHT	HOLDER	OR	CONTRIBUTORS	BE	LIABLE	FOR	ANY	DIRECT,	INDIRECT,	INCIDENTAL,	SPECIAL,	EXEMPLARY,	OR	
CONSEQUENTIAL	DAMAGES	(INCLUDING,	BUT	NOT	LIMITED	TO,	PROCUREMENT	OF	SUBSTITUTE	GOODS	OR	SERVICES;	LOSS	OF	USE,	
DATA,	OR	PROFITS;	OR	BUSINESS	INTERRUPTION)	HOWEVER	CAUSED	AND	ON	ANY	THEORY	OF	LIABILITY,	WHETHER	IN	CONTRACT,	
STRICT	LIABILITY,	OR	TORT	(INCLUDING	NEGLIGENCE	OR	OTHERWISE)	ARISING	IN	ANY	WAY	OUT	OF	THE	USE	OF	THIS	SOFTWARE,	EVEN	
IF	ADVISED	OF	THE	POSSIBILITY	OF	SUCH	DAMAGE.
The	views	and	conclusions	contained	in	the	software	and	documentation	are	those	of	the	authors	and	should	not	be	interpreted	as	
representing	official	policies,	either	expressed	or	implied,	of	OpenLayers	Contributors.
11
BSD	license	used	by	OpenLayers
BSD	license	used	by	OpenLayers
Copyright	2005-2016	OpenLayers	Contributors.	All	rights	reserved.
Redistribution	and	use	in	source	and	binary	forms,	with	or	without	modification,	are	permitted	provided	that	the	following	conditions	
are	met:
1. Redistributions	of	source	code	must	retain	the	above	copyright	notice,	this	list	of	conditions	and	the	following	disclaimer.
2. Redistributions	in	binary	form	must	reproduce	the	above	copyright	notice,	this	list	of	conditions	and	the	following	disclaimer	in	the	
documentation	and/or	other	materials	provided	with	the	distribution.
THIS	SOFTWARE	IS	PROVIDED	BY	OPENLAYERS	CONTRIBUTORS	``AS	IS''	AND	ANY	EXPRESS	OR	IMPLIED	WARRANTIES,	INCLUDING,	BUT	
NOT	LIMITED	TO,	THE	IMPLIED	WARRANTIES	OF	MERCHANTABILITY	AND	FITNESS	FOR	A	PARTICULAR	PURPOSE	ARE	DISCLAIMED.	IN	NO	
EVENT	SHALL	COPYRIGHT	HOLDER	OR	CONTRIBUTORS	BE	LIABLE	FOR	ANY	DIRECT,	INDIRECT,	INCIDENTAL,	SPECIAL,	EXEMPLARY,	OR	
CONSEQUENTIAL	DAMAGES	(INCLUDING,	BUT	NOT	LIMITED	TO,	PROCUREMENT	OF	SUBSTITUTE	GOODS	OR	SERVICES;	LOSS	OF	USE,	
DATA,	OR	PROFITS;	OR	BUSINESS	INTERRUPTION)	HOWEVER	CAUSED	AND	ON	ANY	THEORY	OF	LIABILITY,	WHETHER	IN	CONTRACT,	
STRICT	LIABILITY,	OR	TORT	(INCLUDING	NEGLIGENCE	OR	OTHERWISE)	ARISING	IN	ANY	WAY	OUT	OF	THE	USE	OF	THIS	SOFTWARE,	EVEN	
IF	ADVISED	OF	THE	POSSIBILITY	OF	SUCH	DAMAGE.
The	views	and	conclusions	contained	in	the	software	and	documentation	are	those	of	the	authors	and	should	not	be	interpreted	as	
representing	official	policies,	either	expressed	or	implied,	of	OpenLayers	Contributors.
1.	Redistributions	of	source	code must	retain	the	above	copyright	notice,	this	list	
of	conditions	and	the	following	disclaimer.
2.	Redistributions	in	binary	form must	reproduce	the	above	copyright	notice,	this	
list	of	conditions	and	the	following	disclaimer	in	the	documentation	and/or	other	
materials	provided	with	the	distribution.
13
How	to	include	the	copyright/conditions/disclaimer?
14
How	to	include	the	copyright/conditions/disclaimer?
• The	answer	actually	does	depend	on:
•Which	component	 of	the	boundless	 platform	is	extended;	and
•if	that	component	 uses	a	permissive	or	protective	license
• Boundless	prefers	to	start	new	projects	with	permissive licenses
•permissive	licenses	place	few	restrictions	on	use
• Boundless	is	also	happy	to	work	with	protective license
•Protective	licenses	have	additional	clauses
(to	protect	customer	freedoms)
•Weakly	protective:	libraries	that	include	source	but	can	be	extended
•Strongly	protective:	require	that	extensions	maintain	license
15
What	do	I	actually	need	to	do?
16
Key	differences	between	licenses
• Permissive	licenses	focus	on	long	game	for	success
•get	open	source	used	everywhere	and	control	the	story
•if	a	user	forks	the	extra	pain	of	upgrades	will	bring	them	back
• Protective	licenses	focus	on	a	short	game	for	success
•state	up	front	that	the	result	needs	to	remain	open	source
•strongly	protective	licenses	up	the	ante	by	being	"sticky",
anything	they	touch	is	required	 to	be	open	source.
• Play	smart:
•Choose	an	appropriate	license	for	the	technology	 or	market	targeted.
17
Aside:	Choosing	 a	Open	Source	License
• The	Open	Source	Initiative maintains	a	list	of
recognized	open-source	licenses.
• Licenses	differ	in	how	they	balance
•the	freedoms	granted	to	users	of	software
•how	they	protect	software	developers
18
Open	Source	Licenses
19
For	a	guide	tour	visit	choosealicense.com
• BSD
•The	Berkeley	Software	Distribution	 license	permits	commercial	use,	such	as	
including	 the	software	in	your	own	application	or	website.
•The	only	restriction	is	the	inclusion	of	a	license	and	copyright	 notice	in	the	
OpenLayers	file	you	use.
•Your	own	work	(that	is,	the	website)	remains	unaffected.
•This	ability	to	be	freely	mixed	with	your	own	work	makes	BSD	an	excellent	
choice	for	OpenLayers.
20
Berkley	Software	Distribution
• Apache
•The	Apache	License	is	a	permissive	license	similar	to	the	MIT	and	BSD	
licenses	with	some	additional	benefits.
•The	Apache	License	provides	additional	language	around	patents	with	clear	
pathways	for	both	open	and	closed	code	development.
•There	is	no	obligation	 to	make	a	contribution,	 and	licensees	are	free	to	take	
their	"Derivative	Work"	and	license	it	under	a	different	 license.
21
Apache	License
• GPL:	The	GNU	General	Public	License
•is	arguably	the	most	popular	open-source	license
•Any	modifications	 made	to	the	original	application	must	be	provided	to	those	
running	 the	application.
• This	is	the	license	used	for	GeoServer
•It	is	especially	appropriate,	 in	that	system	administrators	want	to	be	sure	
exactly	what	is	running	 on	their	server,	while	ensuring	that	any	
customizations	made	are	available.
•The	GPL	license	is	also	used	by	Oracle	for	the	distribution	 of	the	OpenJDK	
implementation	 of	Java.
22
GNU	Public	License
• LGPL:	The	Lesser	General	Public	License
•formerly	the	Library	General	Public	License
•Allows	the	mix	of	open	source	and	proprietary	technology,
making	it	a	little	more	relaxed	than	the	GPL.
• This	license	is	employed	by	the	GeoTools	library
•Pragmatic	choice,	allowing	GeoServer	to	smoothly	integrate	with	proprietary	
systems	such	as	Oracle	Spatial	and	ArcSDE.
23
Lesser	GNU	Public	License
24
How	can	I	mix	open	source	and	proprietary	code?
• Permissive	licenses	à Proprietary	code	is	fine
• Weakly	Protective	licenses	à Proprietary	code	is	fine
•If	you	fix	or	modify	the	original	library,	your	customer	needs	the	patch
• Strongly	Protective	licenses	à “pass	it	on”
•Required	to	maintain	license,	person	running	 the	software	needs	source
•Option:	Run	the	code	for	on	your	own	hardware,	it	will	stay	internal
•Option:	Introduce	client	/	server	separation	to	allow	you	to	run	as	service
25
How	to	mix	open	and	proprietary	code
Boundless	 Suite	Components
26
OpenLayers
GeoServer
GeoWebCache
PostGIS
GeoTools
Boundless SDK
Building	on	Open	Source	Projects
27
QGIS
GDAL / OGR
GEOS
PgAdmin
QT Designer
PostgreSQL
/
/
• “My	organization	would	like	to	
create	a	plugin/extension to	
GeoServer,	but	not	make	any	
changes	to	the	core	GeoServer	
code	base.
Am	I	obligated	to	share	those	
back	to	the	community?”
• No	you	are	not	obligated	to	
share	changes	back	to	the	
community.
You	are	required	to	share	the	
plugin	with	your	customer.
28
Change	to	GeoServer	Application GeoServer
• “My	company	would	like	to	
make	a	closed	web	application
using	open	source	OpenLayers	
library.	
Can	I	sell	the	software	we	make	
for	a	fee?”
• Yes,	this	is	especially	easy	for	
“permissive”	licenses	such	as	
BSD.	
You	are	welcome	to	combine	
open	libraries	with	your	own	
proprietary/closed	code,	and	
resell	that	solution	for	a	profit.
29
OpenLayers	Web	Application
OpenLayers
• “My	organization	would	like	to	
create	a	GeoServer WPS	
Process integrate	our	
proprietary	billing	system	for	
use	by	our	OpenLayers	powered	
web	application.
Am	I	obligated	to	share	this	
website	work	with	our	website	
visitors?”
OpenLayers	(BSD)	is	a	permissive	
license	placing	no	obligation	to	
share	your	work	with	website	
visitors.
• Bonus:		Website	code	accesses	
billing	system	via	the	open	
WPS	standard.
30
Boundless	 Suite	Integration
OpenLayers
• “My	organization	would	like	to	
create	a	GeoServer WPS	
Process integrate	our	
proprietary	billing	system	for	
use	by	our	OpenLayers	powered	
web	application.
Am	I	obligated	to	share	the	
billing	integration	process	with	
website	visitors	or	sys	admin?”
GeoServer	 (GPL)	terms	apply	to	
your	system	administrator	
running	GeoServer	(and	not	the	
website	visitors).
• If	you	package	the	billing	
process	with	GeoServer	you	
will	need	to provide	the	source	
code	to	the	sys	admin.
31
Boundless	 Suite	Integration
OpenLayers GeoServer
• “My	organization	would	like	to	
create	a	GeoServer WPS	
Process integrate	our	
proprietary	billing	system	for	
use	by	our	OpenLayers	powered	
web	application.
Am	I	obligated	to	share	the	
billing	integration	process	with	
website	visitors	or	sys	admin?”
GeoTools	(LGPL)	provides	a	
“Process	API”	under	a	weakly	
protective	license	for	integration	
with	proprietary	systems.
• If	you	provide	the	billing	
process	as	a	separate	
extension	using	GeoTools	API	
you	do	not need	to	share	
source	code.
32
Boundless	 Suite	Integration	(cont.)
OpenLayers GeoServer GeoTools
• “My	organization	is	including	
GeoServer	as	part	of	our	
software-as-a-service	offering,	
we	have	added	a	monitoring	
extension	so	our	customers	can	
track	layer	usage	in	the	service	
management	console.”
Your	software	as	a	service	
customers	are	in	effect	website	
visitors	(not	running	GeoServer	
on	their	own	hardware).
• You	are	not	obligated	to	share	
your	monitoring	extension	
with	website	visitors.
33
Software-as-a-Service	Deployments
GeoServer
• “My	organization	created	a	
custom	QGIS	plugin	for	a	
customer.	Software	developed	
inside	their	network	cannot	be	
shared	back	to	the	general	
public.	Am	I	obligated	to	share	
this	custom	plugin	back	to	the	
public?”
No,	you	are	not	required	to	
share	the	custom	plugin,	or	its	
source	code,	back	to	the	general	
public.
• License:	You	are	obligated	to	
share	the	source	code	with	
your	customer.
34
QGIS	Plugin
QGIS
• "If	I	create	a	closed	solution	on	
top	of	Open	Source,	am	I	
required	to	pay	royalties	back	
to	the	Open	Source	
Community?"
• No,	there	are	no	royalties	or	
payment	of	any	kind	due	back	
to	the	community.
(But	the	use	of	patents	and	
trademarks	are	not	always	
covered	by	an	open	source	
license.)
35
Royalties
• Copyright: Tool	we	use	to	assert	ownership	over	a	codebase	and	
enforce	our	open	source	licenses.
• Patents: Many	open	source	licenses	are	quiet	about	patents	
opening	you	and	your	customers	up	to	risk.	Apache,	EPL	and	GPL	
provide	some	customer	protection.	
• Trademarks: Used	to	protect	product	branding.	The	QGIS	project	
took	out	a	trademark	to	have	another	legal	tool	at	their	disposal.	
LocationTech	maintains	trademarks	on	each	project.
36
Aside:	Copyright,	Patents	and	Trademarks
The	QGIS	community	has	taken	out	a	
trademark	in	order	to	better	protect	their	
name	and	branding.
This	provides	the	community	a	legal	tool	to	
prevent	an	organization	selling	a	“QGIS	
Extended	Dance	Remix	Edition”.
37
QGIS	Trademark
http://www.qgis.org/en/site/getinvolved/governance/trademark/index.html
• “My	company	would	like	to	run	
a	training	course	based	on	the	
PostGIS	workshop	found	on	the	
Boundless	website.
Can	I	sell	the	course	for	a	fee?”
Yes.	The	PostGIS workshop	is	
published	with	a	creative	
commons	by	attribution	share-
alike	license	(CC-BY-SA).
• Tell	your	attendees	that	the	
course	material	is	written	by	
Boundless	(and	if	you	made	
changes.)
• Share-alike	makes	this	a	
strongly	protective	license
(so	your	work	is	also	CC-BY-SA)
38
Workshop	 Material
Workshops
39
Documentation	License
https://creativecommons.org/licenses/by-sa/3.0/us/
Product	and	customer	contracts	should	note	use	of	open	source	licenses:
Boundless	End	User	License	Agreement:
(a)	Boundless	 Suite	(consisting	of	GeoServer,	GeoWebCache,	PostGIS,	QGIS	
Plugin,	and	OpenLayers	software)	is	available	in	source	code	form	under	the	
terms	of	various	open	source	licenses	 (collectively,	the	“Open	Source	
Licenses")	at	http://www.boundlessgeo.com/legal.	 Nothing	in	this	
Agreement	will	be	construed	to	limit	any	rights	granted	under	the	Open	
Source	Licenses	and	the	terms	of	those	Open	Source	Licenses	take	
precedence	over	any	conflicting	terms	herein	with	respect	to	Boundless	
Suite.
How	to	respect	open	source	licenses
Thank	you!
For	More	Information
• For	more	information:
•boundlessgeo.com/2016/06/understanding-the-flexibility-of-open-source-
licensing
•boundlessgeo.com/2016/11/boundless-open-source-report-card
42

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Understanding the Flexibility of Open Source

Editor's Notes

  • #2: Open source is gleefully rewriting the rules of IT development at all levels of industry and government. Adoption of open source in government is well underway, with success stories illustrating the benefits. This decade we are going further - fostering a healthy, sustainable, working relationship between government and open source: This presentation digs into the flexibility of open source licensing and how government organizations can meet the challenges of developing with open source. We will look at the advantages of government participation in open source at the project, institutional, and foundation level. Attend this talk to understand how your organization cannot only benefit from open source, but be open source. ----- 2 intro - welcome, open source expectations (get paid, get paid+time+resources+commitment) 3 open source licenses - spectrum 5 flexibility - combining open source and proprietary 5 participation (project - reduce risk --> planning, institution --> can your staff contribute, foundation level - governance and sustainability)
  • #7: http://dodcio.defense.gov/Portals/0/Documents/FOSS/2009OSS.pdf https://sourcecode.cio.gov
  • #8: https://obamawhitehouse.archives.gov/blog/2016/03/09/leveraging-american-ingenuity-through-reusable-and-open-source-software
  • #12: https://github.com/openlayers/ol3/blob/master/LICENSE.md
  • #13: https://github.com/openlayers/ol3/blob/master/LICENSE.md
  • #14: Literally the first program I have at hand, Keynote, has an example
  • #16: Notes: Play smart: Choose an appropriate license for the technology or market targeted. Advocacy: - Permissive licenses focus on the long game for success (get open source used everywhere, control the story - if a customer forks the extra pain of upgrades will bring them back). - Protective licenses state up front that the result needs to remain open source, strongly protective licenses up the ante forcing integrated code to also be open source.
  • #27: PostGIS GPL GeoServer GPL OpenLayers BSD Suite App / GeoServer Extensions GPL GeoWebCache LGPL Boundless Web SDK Apache WPS Builder Apache Composer BSD Dashboard BSD GeoTools LGPL JTS Topology Suite BSD/EPL GDAL / OGR X11/MIT PROJ MIT Boundless Workshops CC-BY-SA
  • #28: QGIS GPL Connect Plugin GPL PgAdmin PostgreSQL GDAL / OGR X11/MIT QT Designer BSD/MIT
  • #37: http://www.qgis.org/en/site/getinvolved/governance/trademark/index.html
  • #40: Reference: https://creativecommons.org/licenses/by-sa/3.0/us/