Open source software success: Measures and analysis

Despite a growing body of research on OSS production, much remains to be learned. One important issue concerns the measures of OSS project success and its determinants. In this paper, we empirically study the determinants of OSS success as measured by the number of subscribers and developers working on an OSS project. Furthermore, we demonstrate that our model forecasts these success measures more accurately as compared to a naive model.We find that OSS projects that develop software to work on Windows/UNIX/Linux operating systems, and developed using C or its derivative languages experience larger increase in subscribers and attract more developers than projects that do not have these characteristics. OSS projects with semi-restrictive licenses have fewer subscribers and attract fewer developers. Interestingly, OSS projects that accept financial donations and are targeted at IS/IT professionals have more subscribers than others, although these characteristics do not affect the developer base. The number of subscribers and developers increases with the age of the OSS project. Finally, the impact of developers on subscribers and subscribers on developers is positive and significant.     

Analysis of virtual communities supporting OSS projects using social network analysis

This paper analyses the behaviour of virtual communities for Open Source Software (OSS) projects. The development of OSS projects relies on virtual communities, which are built on relationships among members, being their final objective sharing knowledge and improving the underlying project. This study addresses the interactive collaboration in these kinds of communities applying social network analysis (SNA). In particular, SNA techniques will be used to identify those members playing a middle-man role among other community members. Results will illustrate the importance of this role to achieve successful virtual communities.     

Striking a balance between trust and control in a virtual organization: a content analysis of open source software case studies

Abstract. Many organization theorists have predicted the emergence of the networked or virtual firm as a model for the design of future organizations. Researchers have also emphasized the importance of trust as a necessary condition for ensuring the success of virtual organizations. This paper examines the open source software (OSS) 'movement' as an example of a virtual organization and proposes a model that runs contrary to the belief that trust is critical for virtual organizations. Instead, I argue that various control mechanisms can ensure the effective performance of autonomous agents who participate in virtual organizations. Borrowing from the theory of the 'McDonaldization' of society, I argue that, given a set of practices to ensure the control, efficiency, predictability and calculability of processes and outcomes in virtual organizations, effective performance may occur in the absence of trust. As support for my argument, I employ content analysis to examine a set of published case studies of OSS projects. My results show that, although that trust is rarely mentioned, ensuring control is an important criterion for effective performance within OSS projects. The case studies feature few references to other dimensions of McDonaldization (efficiency, predictability and calculability), however, and I conclude that the OSS movement relies on many other forms of social control and self-control, which are often unacknowledged in OSS projects. Through these implicit forms of control, OSS projects are able to secure the cooperation of the autonomous agents that participate in project teams. I conclude by extrapolating from these case studies to other virtual organizations.     

Virtual communities as a resource for the development of OSS projects: the case of Linux ports to embedded processors

Open source software (OSS) projects represent a new paradigm of software creation and development based on hundreds or even thousands of developers and users organised in the form of a virtual community. The success of an OSS project is closely linked to the successful organisation and development of the virtual community of support. The main objective of this article is to analyse the activity of virtual communities. Social network analysis is employed to analyse Linux ports to embedded processors as a case study to achieve this aim. The obtained results confirm the necessity of structuring the virtual community with a selection of active developers and core members to promote community activity and attract peripheral users, expanding the impact of the underlying software. The obtained result will be useful for the software industry migrating to the open source software paradigm.     

A framework for creating hybrid-open source software communities

Abstract The open source software (OSS) model is a fundamentally new and revolutionary way to develop software. The success of the OSS model is also setting the stage for a structural change in the software industry; it is beginning to transform software industry from manufacturing to a service industry. Despite the success of the OSS model, for‐profit organizations are having difficulty building a business model around the open source paradigm. Whereas there are some isolated empirical studies, little rigorous research has been done on how traditional organizations can implement and benefit from OSS practices. This research explores how organizations can foster an environment similar to OSS to manage their software development efforts to reap its numerous advantages. Drawing on organizational theory, we develop a framework that guides the creation and management of a hybrid‐OSS community within an organization. We discuss the implications of this framework and suggest areas for future research.     

A systematic literature review on the barriers faced by newcomers to open source software projects

ContextNumerous open source software projects are based on volunteers collaboration and require a continuous influx of newcomers for their continuity. Newcomers face barriers that can lead them to give up. These barriers hinder both developers willing to make a single contribution and those willing to become a project member.ObjectiveThis study aims to identify and classify the barriers that newcomers face when contributing to open source software projects.MethodWe conducted a systematic literature review of papers reporting empirical evidence regarding the barriers that newcomers face when contributing to open source software (OSS) projects. We retrieved 291 studies by querying 4 digital libraries. Twenty studies were identified as primary. We performed a backward snowballing approach, and searched for other papers published by the authors of the selected papers to identify potential studies. Then, we used a coding approach inspired by open coding and axial coding procedures from Grounded Theory to categorize the barriers reported by the selected studies.ResultsWe identified 20 studies providing empirical evidence of barriers faced by newcomers to OSS projects while making a contribution. From the analysis, we identified 15 different barriers, which we grouped into five categories: social interaction, newcomers’ previous knowledge, finding a way to start, documentation, and technical hurdles. We also classified the problems with regard to their origin: newcomers, community, or product.ConclusionThe results are useful to researchers and OSS practitioners willing to investigate or to implement tools to support newcomers. We mapped technical and non-technical barriers that hinder newcomers’ first contributions. The most evidenced barriers are related to socialization, appearing in 75% (15 out of 20) of the studies analyzed, with a high focus on interactions in mailing lists (receiving answers and socialization with other members). There is a lack of in-depth studies on technical issues, such as code issues. We also noticed that the majority of the studies relied on historical data gathered from software repositories and that there was a lack of experiments and qualitative studies in this area.     

Network ties and the success of open source software development

Prior network-based research on open source software (OSS) development has focused on the benefit of network ties and assumed all network ties play the same role. We adopt a fine-grained view of network relations to investigate the impact of network ties on the success of OSS development. Through examining the development of OSS projects hosted by SourceForge, we find that co-membership among project teams is an effective mechanism for building network ties, through which knowledge and expertise flows across projects in OSS community and, therefore, contributes to the success of OSS development. However, network ties among projects not only confer benefit, but also incur various cost, and due to the different growth patterns of cost and benefit, network ties have a diminishing return to project success. In addition, we find network ties of leader–follower type and follower–leader type are more beneficial to OSS success than other types of ties, and network ties connecting to projects of later development stages are more beneficial than those connecting to projects of earlier stages. Our study provides useful guidelines and suggestions as to how to leverage the knowledge and expertise of others for successful development of OSS projects.     

The Types,Roles, and Practices of Documentation in Data Analytics Open Source Software Libraries

Computational research and data analytics increasingly relies on complex ecosystems of open source software (OSS) “libraries” – curated collections of reusable code that programmers import to perform a specific task. Software documentation for these libraries is crucial in helping programmers/analysts know what libraries are available and how to use them. Yet documentation for open source software libraries is widely considered low-quality. This article is a collaboration between CSCW researchers and contributors to data analytics OSS libraries, based on ethnographic fieldwork and qualitative interviews. We examine several issues around the formats, practices, and challenges around documentation in these largely volunteer-based projects. There are many different kinds and formats of documentation that exist around such libraries, which play a variety of educational, promotional, and organizational roles. The work behind documentation is similarly multifaceted, including writing, reviewing, maintaining, and organizing documentation. Different aspects of documentation work require contributors to have different sets of skills and overcome various social and technical barriers. Finally, most of our interviewees do not report high levels of intrinsic enjoyment for doing documentation work (compared to writing code). Their motivation is affected by personal and project-specific factors, such as the perceived level of credit for doing documentation work versus more ‘technical’ tasks like adding new features or fixing bugs. In studying documentation work for data analytics OSS libraries, we gain a new window into the changing practices of data-intensive research, as well as help practitioners better understand how to support this often invisible and infrastructural work in their projects.     

Understanding knowledge sharing activities in free/open source software projects: An empirical study

Free/Open Source Software (F/OSS) projects are people-oriented and knowledge intensive software development environments. Many researchers focused on mailing lists to study coding activities of software developers. How expert software developers interact with each other and with non-developers in the use of community products have received little attention. This paper discusses the altruistic sharing of knowledge between knowledge providers and knowledge seekers in the Developer and User mailing lists of the Debian project. We analyze the posting and replying activities of the participants by counting the number of email messages they posted to the lists and the number of replies they made to questions others posted. We found out that participants interact and share their knowledge a lot, their positing activity is fairly highly correlated with their replying activity, the characteristics of posting and replying activities are different for different kinds of lists, and the knowledge sharing activity of self-organizing Free/Open Source communities could best be explained in terms of what we called “Fractal Cubic Distribution” rather than the power-law distribution mostly reported in the literature. The paper also proposes what could be researched in knowledge sharing activities in F/OSS projects mailing list and for what purpose. The research findings add to our understanding of knowledge sharing activities in F/OSS projects.     

Virtual organizational learning in open source software development projects

We studied virtual organizational learning in open source software (OSS) development projects. Specifically, our research focused on learning effects of OSS projects and the factors that affect the learning process. The number and percentage of resolved bugs and bug resolution time of 118 SourceForge.net OSS projects were used to measure the learning effects. Projects were characterized by project type, number and experience of developers, number of bugs, and bug resolution time. Our results provided evidence of virtual organizational learning in OSS development projects and support for several factors as determinants of performance. Team size was a significant predictor, with mid-sized project teams functioning best. Teams of three to seven developers exhibited the highest efficiency over time and teams of eight to 15 produced the lowest mean time for bug resolution. Increasing the percentage of bugs assigned to specific developers or boosting developer participation in other OSS projects also improved performance. Furthermore, project type introduced variability in project team performance.     

Volunteers’ involvement in online community based software development

We sought to gain understanding of voluntary developers’ involvement in open source software (OSS) projects. Data were collected from voluntary developers working on open source projects. Our findings indicated that a voluntary developer's involvement was very important to his or her performance and that involvement was dependent on individual motivations (personal software needs, reputation and skills gaining expectation, enjoyment in open source coding) and project community factors (leadership effectiveness, interpersonal relationship, community ideology). Our work contributes theoretically and empirically to the body of OSS research and has practical implications for OSS project management.     

The Bazaar inside the Cathedral: Business Models for Internal Markets

Software product-line development lets organizations better optimize software development efficiency by building a shared set of assets for reuse in multiple products. This process introduces many challenges, not least of which is creating the initial set of reusable software assets. To accomplish this, organizations often establish a central software platform group. Such a group faces a serious problem: existing systems groups already have a large set of software components that they use to build their products. If companies are to successfully transition to product-line development, these systems groups must shift their investments from existing software components to the new reusable product-line assets. One way to encourage this is to create an internal open source software community that lets systems groups actively contribute their existing components to the platform. In OSS, a community works together to develop software. Because the software's users are part of the community, they can add the assets they need. Inner-source-software (ISS) development applies OSS within a limited environment that has a closed border (such as a company, a division, or a consortium). So, companies using the ISS approach essentially establish an OSS community within the confines of their organization.     

Competency rallying in electronic markets: implications for open source project success

This paper studies the success of Open Source Software (OSS) projects in attracting developer interest and achieving project efficiency. The focus of our study is on examining the relationship between the four sets of capabilities proposed in the Theory of Competency Rallying (TCR) and the success of OSS projects. The data collected from 607 OSS projects mainly confirm that the capabilities proposed in the TCR are necessary for the success of OSS projects. The results of this study show that in order to succeed, OSS projects should constantly identify their market??s quality and functionality needs. Ability of OSS project managers to know which developers possess certain skills required to meet a particular market need is also found to be critical. Another capability that is recognised to be crucial in predicting project success is the ability of OSS developers in effectively addressing market needs and continuously learning from such experiences. Finally, the ability of stakeholders involving in addressing a particular market need to efficiently collaborate and fulfil that specific market need is found to be another essential capability required for OSS projects to succeed. Implications of the results for practitioners and the research community are presented.     

A Methodological Framework for Socio-Cognitive Analyses of Collaborative Design of Open Source Software

Open Source Software (OSS) development challenges traditional software engineering practices. In particular, OSS projects are managed by a large number of volunteers, working freely on the tasks they choose to undertake. OSS projects also rarely rely on explicit system-level design, or on project plans or schedules. Moreover, OSS developers work in arbitrary locations and collaborate almost exclusively over the Internet, using simple tools such as email and software code tracking databases (e.g. CVS).All the characteristics above make OSS development akin to weaving a tapestry of heterogeneous components. The OSS design process relies on various types of actors: people with prescribed roles, but also elements coming from a variety of information spaces (such as email and software code). The objective of our research is to understand the specific hybrid weaving accomplished by the actors of this distributed, collective design process. This, in turn, challenges traditional methodologies used to understand distributed software engineering: OSS development is simply too “fibrous” to lend itself well to analysis under a single methodological lens.In this paper, we describe the methodological framework we articulated to analyze collaborative design in the Open Source world. Our framework focuses on the links between the heterogeneous components of a project’s hybrid network. We combine ethnography, text mining, and socio-technical network analysis and visualization to understand OSS development in its totality. This way, we are able to simultaneously consider the social, technical, and cognitive aspects of OSS development. We describe our methodology in detail, and discuss its implications for future research on distributed collective practices.The order of the co-authors names is not significant.     

Antecedents of open source software defects: A data mining approach to model formulation, validation and testing

This paper develops tests and validates a model for the antecedents of open source software (OSS) defects, using Data and Text Mining. The public archives of OSS projects are used to access historical data on over 5,000 active and mature OSS projects. Using domain knowledge and exploratory analysis, a wide range of variables is identified from the process, product, resource, and end-user characteristics of a project to ensure that the model is robust and considers all aspects of the system. Multiple Data Mining techniques are used to refine the model and data is enriched by the use of Text Mining for knowledge discovery from qualitative information. The study demonstrates the suitability of Data Mining and Text Mining for model building. Results indicate that project type, end-user activity, process quality, team size and project popularity have a significant impact on the defect density of operational OSS projects. Since many organizations, both for profit and not for profit, are beginning to use Open Source Software as an economic alternative to commercial software, these results can be used in the process of deciding what software can be reasonably maintained by an organization.     

An empirical analysis of open source software developers’ motivations and continuance intentions

We investigated open source software (OSS) developers’ intentions to continue their involvement in future projects. The research goal was to analyze the motivations of OSS developers systematically and identify those factors that influenced their continuation. A work motivation model for OSS developers was proposed and a research model was empirically validated using data from a field survey of 148 OSS participants. The results showed that OSS developers’ feelings of satisfaction and their intentions to continue with OSS development was influenced by both helping behavior and economic incentives and also that adequate motivators existed, though OSS developers did not benefit equally and there was substantial room to improve their experiences as OSS developers.     

Beyond free software: An exploration of the business value of strategic open source

The phenomenon of open source software (OSS) has been well studied from the software development perspective, but it has received much less attention from the perspective of business value. Nevertheless, OSS, when viewed as a value creation process rather than ‘free’ software, provides businesses with value through access to knowledge and innovation capacity resident in online communities. This conceptualisation, which we label ‘strategic open source’ requires firms to rethink their strategy and processes as there is a shift in focus from ownership to openness and collaboration with external parties. Nonetheless, the emergence of OSS poses a puzzle for conceptions of organisational theory. Therefore, a theorising process is needed in order to develop a deeper understanding of how value is created and captured with OSS. Using a field study of eleven European firms, this paper explores the creation and capture of business value from strategic open source. The findings reveal that while decision makers look to open innovation initiatives like OSS for value creation and capture, there is still a desire to remain self reliant, resulting in collaborative design (of external innovations) rather than collaborative decision making with value network partners in relation to how such innovations would help create and capture value within firms.     

System requirements-OSS components: matching and mismatch resolution practices – an empirical study

Developing systems by integrating Open Source Software (OSS) is increasingly gaining importance in the software industry. Although the literature claims that this approach highly impacts Requirements Engineering (RE) practices, there is a lack of empirical evidence to demonstrate this statement. To explore and understand problems and challenges of current system requirement–OSS component matching and mismatches resolution practices in software development projects that integrate one or more OSS components into their software products. Semi-structured in-depth interviews with 25 respondents that have performed RE activities in software development projects that integrate OSS components in 25 different software development companies in Spain, Norway, Sweden, and Denmark. The study uncovers 15 observations regarding system requirements-OSS components matching and mismatch resolution practices used in industrial projects that integrate OSS components. The assessed projects focused mainly on pre-release stages of software applications that integrate OSS components in an opportunistic way. The results also provide details of a set of previously unexplored scenarios when solving system requirement–OSS component mismatches; and clarify some challenges and related problems. For instance, although licensing issues and the potential changes in OSS components by their corresponding communities and/or changes in system requirements have been greatly discussed in the RE literature as problems for OSS component integration, they did not appear to be relevant in our assessed projects. Instead, practitioners highlighted the problem of getting suitable OSS component documentation/information.     

Developer Role Evolution in Open Source Software Ecosystem: An Explanatory Study on GNOME

An open source software (OSS) ecosystem refers to an OSS development community composed of many software projects and developers contributing to these projects. The projects and developers co-evolve in an ecosystem. To keep healthy evolution of such OSS ecosystems, there is a need of attracting and retaining developers, particularly project leaders and core developers who have major impact on the project and the whole team. Therefore, it is important to figure out the factors that influence developers’ chance to evolve into project leaders and core developers. To identify such factors, we conducted a case study on the GNOME ecosystem. First, we collected indicators reflecting developers’ subjective willingness to contribute to the project and the project environment that they stay in. Second, we calculated such indicators based on the GNOME dataset. Then, we fitted logistic regression models by taking as independent variables the resulting indicators after eliminating the most collinear ones, and taking as a dependent variable the future developer role (the core developer or project leader). The results showed that part of such indicators (e.g., the total number of projects that a developer joined) of subjective willingness and project environment significantly influenced the developers’ chance to evolve into core developers and project leaders. With different validation methods, our obtained model performs well on predicting developmental core developers, resulting in stable prediction performance (0.770, F-value).     

Open source software: A community of altruists

To learn about what drives people to devote their time and expertise to creating and supporting free/open source software, a survey with Likert-scaled items measuring different types of motivations was sent to contributors of several open source projects. Open-ended comments were used to illustrate the Likert-scaled items and open-ended questions allowed respondents to express their reasons for participating in these open source communities. Results indicate that the open source contributors (n = 110, 38 paid to work on OSS projects and 72 volunteers) are motivated primarily by a sense of altruism as well as the desire to create and learn. Payment did not significantly impact the reasons for contributing to OSS projects. The comments and open-ended questions validated the findings and indicated that building a “Utopian” community – the desire to help for the greater good worldwide – is one of the most important motivators. Also, respondents revealed that they join and persist as members of open source communities because they enjoy the freedom to create and share free software, tools and knowledge with others inside and outside the community.