A lot of people seem to think that open source is a magic solution to project management and that open source projects will automatically attract a large and healthy community of contributors and users who will improve the software. This, of course, is not the case. In fact, creating a successful open source project is a really major and difficult effort. You have to deliver an initial promise that people find interesting, attract other people, then facilitate and lead the community, etc. You just have to look at all the failed projects on SourceForge that never delivered any code to see that "open source" is not a guarantee for success.

Even though project management is a key element of every open source project, there are only few resources about this topic. That's why I always enjoy reading about the experience from open source project leaders. Jim Hall, the founder of the FreeDOS project, recently posted a series of four articles which I find particularly interesting.

Here are links to the articles along with a quick summary:

• Free and Open Source Software: the first article just describes what free software and open source are all about. It also looks at Raymond's model and compares the cathedral and the bazaar style of development.
• Starting Open Source Software: this article summarizes a number of key lessons learned: every project needs a clear purpose (i.e. you have to solve an actual problem); initial users of the software should be recruited as developers; releases are important; and every project needs an active coordinator or maintainer.
• Cultivating Open Source Software: you need a web site; making the source code availability in an easy way is important; documentation is often hard to write but is vital; you need a bug tracking system and responding to bug reports is important to attract good feedback.
• Transitions in an open source software project: finally, when you need to hand over the project, make sure to communicate openly, arrange for your replacement and stick around to ensure a successful hand over.

I really like these articles from Jim Hall since they contain a lot of great insights that apply to other projects, so I suggest you check them out!

(Originally published on FOSSBazaar)

Someone recently asked me a few question about corporate participation in open source communities and I thought I'd share my thoughts on this topic here.

Are there differences between an open source project done for a corporation and one done for personal reasons?

There are many different ways to run an open source project, led by a corporation or by someone else. Some projects that are run by corporations have few outside contributors. This is often the case with projects that require copyright assignment (i.e. contributors have to assign their copyright to the corporation). These projects may not gain all the benefits of a true open source community, such as outside contributions or high levels of peer review. However, they may still be very successful projects and may have high levels of quality.

Projects done by a corporation may have better planning and may have more resources than other projects. When a corporation, especially a large one, starts or becomes involves in a project it can also give credibility to the project and attract a lot of interest to the project. This means that projects done by corporations may have a bigger impact and might also be more visible in terms of publicity.

How do corporations successfully utilize an open source community?

Corporations can benefit from an open source community in many ways. For example, they can often find people who will review their code or make code contributions. If people become excited about what the corporation does, they might also spread the word and create viral marketing for the corporation. Establishing a community around one's project is often also a good way to identify people to hire since you already have experience working with them and know their capabilities.

How do open source communities successfully utilize their corporate relationships?

Corporations can make several unique contributions. For example, large corporations can use their name to attract attention to a project and give it credibility. Furthermore, corporations have some capabilities that personal contributors often don't have access. They may have special testing equipment (such as servers with thousands of CPUs or hard drives) or access to a testing lab where a professional usability test can be done. Finally, corporations can sponsor developer conferences, which are typically very effective means for the community to come together and work on activities together.

It is important for projects to remember that corporations are not charities and that they will invest in an open source project for a reason. Therefore, they have to ensure that the corporation will get tangible outcomes from their involvement or sponsorship, otherwise they may not stay involved in the long run.

What are the risks for a corporation when working with an open source community?

One risk is that the code (or other form of contribution) is not accepted. However, this is a risk any contributor to a project faces. Before making any sort of contribution, it is therefore important to become familiar with the project and its culture. Every project has their own "do's" and "don'ts" that have to be followed.

Another risk is that a corporation will invest in a community project that later on is abandoned by the community. However, in this case, the corporation could take the lead and continue to maintain the project.

What are the risks for an open source community when working with a corporation?

One potential risk is that the corporation will assert too much control over the project. It's important for projects to ensure that the community as a whole has influence over the direction of a project rather than one particular player.

Are certain certifications needed in order for someone to participate in open source projects for a corporation?

Certifications are not needed to get involved in or start a project. However, it is important to become familiar with the open source community and the project one wants to contribute to. A good first step is to read the book Producing Open Source Software by Karl Fogel which is available online. As a next step, the community in which someone wants to get involved in should be studied, for example by reading the mailing list archives. This will help to become familiar with the culture of a project as well as the mechanisms to contribute to the project.

How do open source communities communicate and collaborate with corporations?

In the best case, employees from corporations would interact in the project like any other contributor. That is, they should use the existing communication channels, such as mailing lists, IRC or developer gatherings. Many companies are good at working "with the community" but the ideal scenario is for a company to be part of the community and to work "in the community", just like other contributors. This is the most effective way for them to make changes to the code and project.

Of course, not every corporation will get involved in a project directly. That's why it makes sense for projects to collaborate with corporations in other ways. For example, projects can talk directly to companies to get samples of their hardware in order to add support for them in their software. Projects can also work directly with corporations to find out how their project can better meet the needs of enterprise users.