What does Community really mean? (Part 2)

In the first part of this essay I attempted to describe how communities around Free & Open Source Software (FOSS) projects are born and what is their underlying model. After having described the conditions necessary to have communities emerge around Free and Open Source Software I used Simon Phipps’ s typology of communities in order to highlight the various roles that are found in these groups, and how several sub-groups may be distinguished inside a FOSS community. I ended up the first part by hinting at the limits of that typology. Here’s why.

The very first comment that somewhat counters’ Phipps’ s model is that it ignores the fundamentally dynamical nature of FOSS communities and the inherent sociological rejection of any real “stable” state of the social structure inside these communities. It means two things: That anyone from the end-user community may turn into a core developer provided he/she has the skills and provides relevant contributions in the relevant way (in my example, the end-user would have to contribute code patches in a regular fashion to become a core developer); second, that the members of these communities have no status that is carved in stone. You are not born a core developer, you become one, but you won’t remain one until you keep contributing. This in turn highlights two notions that are essential inside FOSS communities and that may be seen, as I wrote earlier, as an additional, yet necessary description of the way FOSS communities work through and beyond the typology enunciated by Simon.

But first let’s go back to my example of the core developer who has to keep on contributing unless his role and standing diminishes. What this example shows is that FOSS communities are at their very core “do-ocracies” ruled by the social contract created by the sheer existence of digital commons. Measuring how efficient the social contract may be means to evaluate how open and welcoming the authors/developers/core team are to new contributions. If that’s not the case then of course, FOSS allows code forking, and then the new social contract might be reinstated in a better way. What becomes apparent in these examples, however, is that the notion of contribution is perennial in assessing how a community works and what the standard for this assessment should be. Contribution is pretty much the only thing that gives both meaning and purpose to a FOSS community and is in fact the only activity that matters. The reasons for contributing code, materials, designs, documentation, QA, efforts of various kinds such as users’ support may be very different from one individual to another; the same stays true for a business contributing to such a project, yet it is out of the scope of this essay. Nonetheless, contribution is more than adding one little piece more to the overal project. It is the very fabric of the project and its community.  Contributions may differ in quantity, quality and nature; the only people who are not contributing -in theory the end users- are the only ones who cannot properly have their say inside the project by themselves. This sentence needs to be clarified: Unless someone engages with the project by contributing something it will benefit from the protection and the rights of the FOSS licence itself and the availability of the said software as a common digital good. Beyond this, his/her standing inside the project is theoretical. This is why the end-user community lies the farthest from the core of the project. Of course, and this is especially true in projects developing software meant to be used by everyone (i.e Mozilla Firefox, LibreOffice…) end users may be regularly heard because dedicated activities and teams will collect their feedback and engage volunteers in user experience testing, designs, etc. But the very same people engaging in these activities cease being passive at the very moment they start contributing time, effort and sometimes expertise to these activities and enter the “extenders’ community” if we stick to Simon Phipps’ s model. It is therefore crucial not so much to implement users feedback strategies – that truly depends on the project and its scope- but to make sure the barriers to contribution, not just of code but of anything else is low enough to encourage end-users’ interest and involvement.

Contribution also breed what I often call the sense of appropriation, which is, for any given contributor, the feeling of co-ownership of the project and the digital commons developed by the project. This sense of co-ownership implies the adherence to the project’s goal while steering the will to do more and be more inside that community, depending of the person. This sense of appropriation may wane to the point where the contributor will stop contributing, and if several contributors lose appetite and fun contributing it is often a clear sign that something wrong is going on inside the community.Therefore the concept of meritocracy ,when properly applied in a community, is usually one of the best tools to grow that community as it remains as one of the main, if not the sole sane principles of community building. Meritocracy is the direct consequence of the value of contribution in a FOSS project.  Anything else in FOSS, such as democracy, ultimately lowers contributions to the benefit of uninvolved people and to the law of numbers, masses and manipulation. That’s why FOSS has never been about democracy but about meritocracy, even if it practices limited democracy among its contributors. But that notion belongs to community processes. Read on.

I have written above that contributions may differ in quantity, quality and nature. It is pretty often difficult to judge contributions objectively when they are made in code patches or bug reports. There are however many other ways to contribute aside code in a FOSS project. The question is not whether there is a standard to assess contribution; there is none, really and each community will evaluate them in a different way depending on its purpose, its history and its sociology. The question revolves around the decision-making process either in between various teams of the community. A good example is a situation where core developers want to go ahead with a release of a version they deem to be stable while the QA team is in disagreement with the core developers because of one specific outstanding bug that’s considered to be annoying enough to block the release. Staying within that case, let’s picture the UX team (user experience team) with one latest push on icons or one specific graphical detail, requesting the inclusion of its latest effort to the core developers. Can anyone tell who will have its own way?

If we refer to the threefold typology of the community described by Simon Phipps, the model is very static but one would say that the core developers would be able to dictate their own decision to the others as they are the ones who directly write the code and therefore have the broadest influence over it. While this is true, the ultimate consequence of this would lead to the complete disintegration of the community, as the powers would be vested once and for all to the core developers with everyone else bowing at them. While developers do make the code, the digital commons, by themselves (although it could be pointed out it’s not always the case) we could demonstrate that the domination of one category of contributors by the others is tyrannical and goes against meritocracy. If marketeers were to have their say in a constant way over developers, this would not be a Free and Open Source Software project anymore, it would mean working at Apple Inc. This highlights the need for community processes. Community processes are not just the processes leading to code creation and release. It is pretty much anything from governance to team setup, conflict resolution and release process.

Community processes thus have a rather broad scope. But they are -or should be- designed to strengthen and uphold meritocracy and transparency, by making sure specific rules of community work are clear and known. They are also supposed to provide the necessary environment for balancing power, which means that they define governance and governance processes. Community processes and governance do fulfill a need that the sheer meritocratic structure does not or rather cannot meet: it manages issues and decides of the political structure (political here is understood in its first sense, that is, the concern of the polis, the city, the tribe) of several people working together on specific but different tasks as a community.

We can now manage to enunciate the following propositions:

  • contributions are the fuel for a project (not even money, and even less talk)
  • community processes enable issues and conflict resolutions through governance and lower-level processes
  • these processes cover contributors inclusion and allow them to contribute.

The term “community” thus needs to be defined with a certain accuracy as it covers several realities and as it is not necessarily a well-understood term. I can roughly and simply answer the initial question with the following (long) sentence:

A Free and Open Source Software community is a loosely knit group of teams and individuals contributing in various ways to a specific project with the help of specific tools, processes and governance yet without any overarching authority imposed from an external source, but from a structure that stems directly from themselves and ensures that the merit of each is rightly valued and taken into consideration from the ground up and in a transparent way.

Comments welcome!

 

What does Community really mean? (Part 1)

How do you define”Community” in Free and Open Source Software projects? What are the roles of a community? How does one become part of a community? I think these are important questions the LibreOffice project and the Free & Open Source Software in general, and I would like to talk about this a little bit, as I felt some of the people who contribute on the LibreOffice project might either have gotten the membership section of our bylaws in a wrong way or simply didn’t understand what was meant by the term “contributor”.

This essay is not really about the interesting but sometimes fuzzy back and forth between Canonical, the Gnome and KDE projects. This belongs to another level of discussion about cooperation and community processes. Let’s start with some basic definition. When we talk about Free and Open Source Software, we essentially describe two elements: 1) the availability of the source code of that software 2) the rights or freedoms that come with the software itself both in its binary and source code form. Both freedom and source code do not imply, let alone advocate the need for a community. You can perfectly use Free Software that is not developed by  a community and it will be Free Software; it will be software that comes with a Free Software licence, conveys the rights described in its software licence and of course provide the source code and binaries. For instance, the Sylpheed mail client is a venerable yet advanced mail client developed pretty much by one developer and it is Free and Open Source Software (the difference between Free Software and Open Source does not matter much at this point). There is a fork of Sylpheed that is perhaps more popular than its parent, and it is developed collaboratively. Of course it is also Free and Open Source. Its name is Claws Mail. I use it  as my default mail client on Linux as I think it brings some features I need compared to both Sylpheed and Thunderbird or Evolution.

So how does the notion of community get into the mix? That is not an easy one to answer. Let’s just say that because Free and Open Source Software conveys certain freedoms and mandates the availability of the code in its source form, anyone can hack it. Wether its author agrees with patches and changes some new developers might propose is exactly where the notion of community takes shape. (Of course explanations on the new sociology induced by the Internet are also valid but are perhaps somewhat too broad for our specific question). As it were Simon Phipps and others, such as Yochai Benkler have defined the availability of the code both in its source and its binary form as digital commons. The term commons itself goes back to medieval economic concepts, as the “commons” were in western Europe the acres of land that was used by the community of peasants by opposition of the rest of the land that was mostly used by the local lord either for his own consumption or as a certain quantity of agricultural goods meant to be sold on regional markets.

Digital commons are thus code that is out there and can be studied, hacked, used and distributed by anyone. Sometimes the “local” rules will make it so that the author will just produce the code in an opaque way, put it in the commons but won’t do anything else and will not engage with the “community” out there. Pretty often the author will be authors who will develop the software collaboratively, attracting more contributors in the mix. That’s how Free and Open Source Software  communities start. We thus have isolated the “big bang” moment of the community in a Free and Open Source Software project. It is made up of three coordinates:

  • the good will of the first author of the code
  • the actual interest of people in the code and the project
  • their will to contribute – and their subsequent contribution

If you tie these three elements you will have the necessary conditions for the birth of a community around Free and Open Source Software projects. And just like the Big Bang is followed by the expansion of the Universe, we now have to see how a community works.

If we study the three conditions quoted above, we will see that as soon as the code is open to participation and contribution, what’s really missing is the people able to contribute, and their contribution. This stage is crucial, as it is the real first challenge for a FOSS community. If the author of a FOSS project only codes in a language he and another person are familiar with, not a lot of volunteers will show up. In short, the author needs to make the project friendly enough so that the barrier to the contribution is acceptable  so that several people may contribute to it. Yet, you will find many people in Free and Open Source Software projects who are not hackers nor even core developers. Some will still work with code, such as QA testers or localizers, while some others will not even work remotely with code: User Interface teams, marketers, documentation writers, etc. If we push our journey to the other end of the community, we will find users. Yes, users are part of Free and Open Source Software communities too, even if they don’t contribute anything. They’re connected to projects by the mere fact that they’re using digital commons. What’s more, Free Software licences are often described as giving more assertive of users rights than of developers, which can indeed be argued in the way copyleft is implemented.

We thus find ourselves in diverse communities. They seem to encompass anyone from the core developers to the blissfully unaware end user. But how are these communities supposed to work? Can one end user show up on a forum and make demands based on his/her own needs and expect to have that demand fulfilled? Obviously no, or rather, not in this way. This is why understanding how a community works, once it is understood how communities are born and what they’re made of matters a lot.

Simon Phipps usually explains there is no such thing as a community. There are, however, different kinds of communities. According to Simon, there may be three types of communities around digital commons:

  • the core developers community
  • the extenders community (QA, localization, documentation, etc.)
  • the users community.

Each of these communities can be seen as having its standing arranged as a concentric circle around the software commons (the code) and its influence on it decreases as it lies farther away from the code. The reason for this is the barriers of access to the code: core developers can obviously change the code directly, not marketers nor end users.

Yet, it is not as simple as that. For all the accuracy and elegance of the model described by Simon, I believe it is amendable in several ways. Also, the model ignores several elements of a sociological and symbolic nature which will be discussed in the part two of this essay. But perhaps more importantly, it takes into account the value of contribution and community process in an incomplete way. Read on!

 

 

 

Connecting…

The news of the giant earthquake, tsunami and of the situation at several nuclear powerplants near the epicenter of the quake must have reached pretty much everyone on the Web. I have just read that a new earthquake of magnitude 7 is expected to happen anytime between tonight and the two days to come. I hope no one will be killed and that the containment vaults of the nuclear powerplants will stand the quake.

I am thinking about the victims of this catastrophy, and I would like to express my deep sorrow. I hope that the rescue teams will be able to take out all the victims who are still alive under the ruins. We had some good news from Japan: It seems that the Japanese team of LibreOffice is safe -I am not sure if everyone is though, but I really hope so. Also, my good friend and longtime contributor to the OpenOffice  project Hirano Kazunari is reported to be alive and safe with his family. I had real concerns about him as I know he lives in the norther part of the Honshu island (the main island of Japan).

The issue is that our world is not just being torn apart by natural catastrophies; man also kills man. I would just like to express my solidarity and support to our users and volunteers of the Arabic world; people from Egypt, Tunisia, perhaps even Lybia, Yemen and elsewhere. Some of them have to fight for their rights, or sometimes for their own survival.

In these situation, the Document Foundation cannot do much, of course. But we are all humans, and we are a community, the Document Foundation’s community. We hope you and your relatives are well, wherever you are, and we hope to work with you in the future and for a very long time.Take good care of yourself and your relatives.

(If you live in Japan and you’re susbscribed to any of the TDF lists, please, say hi. We’d love to hear from you. Also if you live in Lybia, Tunisia, Egypt, Bahrein, Yemen… please ping us as well.)

The first LibreOffice Conference will be in Paris!

First, apologies should be made here: The choice of Paris for this conference is a story in itself, and the real issue here is that there was minimal community discussion on this. It all started with yours truly announcing that the OOoCON 2011 would take place in Paris…

That wasn’t my idea, but there’s evidence I was one of the culprits (I’m the guy holding the candle). Sigh … Anyway, since I’m no more in charge of the OOoCON and that I don’t even know whether they will be an OOoCON at all in Paris or elsewhere it was time to think about a conference for LibreOffice. As it turned out the feasibility of such a conference had already been somewhat studied and that’s how we came back with the proposal of Paris as the location of the first LibreOffice conference. I guess it’s useless to say that I -we- are proud to host it in the City of Lights and that we’re far from realizing the workload that will be necessary to invest in such a project. But what should be stated, as it has been in our press release, is that the conference of 2011 will be an exception in that it will be the only one that will not be decided by our community. The choice for a location for the LibreOffice conference of 2012 will be the result of a transparent community process. Please accept our apologies for this “delay”. We hope to see many of you in Paris in October 2011!

 

Made by the people, for the people

This has been again several crazy days since I last posted anything here, and I apologize for this repeated inconvenience. At least my relative silence (you can read my dents and tweets just right to this column) was a sign that something tremendously good happened. The Document Foundation had previously decided to incorporate as a full-fledged foundation based in Germany. There were several reasons for this. Among them the geographical proximity of several of its founding members (80% of them live in Europe, 20% come from Brazil, a good half of those who live in Europe are Germans) and the legal instrument itself (this is not a “simple” non-for profit company, it’s a capital-based non for profit perpetual entity) made the german “scenario” a palatable and desirable one. There was one condition though: we needed to gather around fifty thousand Euros for the capital and the setup costs. We had almost nothing to start with! So that’s how we decided to run a fundraising with the objective of fifty thousand Euros or more in one month.

The result was astonishingly good and we did not expect this: In less than 8 days we collected over fifty thousand Euros, and yet that was the sum we were not even sure to get in a month! This money was sent to us by around two thousand individuals, underlining that something is at work here that stresses not just the popularity of the LibreOffice project itself but that people, individuals, are realizing that they too can make things happen for themselves and by themselves. What just happened shall also remind us, the founders of the Document Foundation that whatever sponsors we will work with in the future, whether they are corporations or public institutions, this has been made possible by regular people, individuals from all walks of life who felt it was not just about designing a great product but it was much more about taking their freedom back to them.

For this, we are and will be ever grateful to you, anonymous or less anonymous donours who are making the Document Foundation a reality together with us. The challenge is not over though. As explained here in detail by Florian, the money we collected is enough to incorporate; the capitall money shall be secured and we won’t legally be able to spend it, as that’s how foundations  in Roman-Germanic legal systems work. Which means we still need the money to operate, and that’s what we’re trying to raise for the remaining days of the fundraising period. This money will be spent in infrastructure costs, trademark and legal fees, promotional material, etc. All this does cost quite a lot to run and we hope we can now reach another fifty thousand Euros until the end of March to secure operating costs. In any case, we will owe it to you again.

Perhaps even more incredibly, we were not just busy at raising funds all this time. Not only did we release LibreOffice 3.3.1 and its brand new icons, we are also busy deploying our community processes. For instance we are almost done completing our trademark policy as well as offering a general, third party purpose logo with practical guidelines. We are also in the process of deploying a full set of automated testing tools for our QA teams, as to make it possible to everyone to help improve the quality of our software. Yes, you read well, everyone. Because LibreOffice is a software that is made by the people, for the people, an old principle that is coming back in force quickly these days and a principle the Document Foundation has been based on from day one. Stay tuned this week, we have even more announcements coming up!