Free and open-source software (FOSS) is software that can be classified as both free software and open-source software. That is, anyone is freely licensed to use, copy, study, and change the software in any way, and the source code is openly shared so that people are encouraged to voluntarily improve the design of the software. This is in contrast to proprietary software, where the software is under restrictive copyright licensing and the source code is usually hidden from the users.
FOSS maintains the software user's civil liberty rights (see the Four Essential Freedoms, below). Other benefits of using FOSS can include decreased software costs, increased security and stability (especially in regard to malware), protecting privacy, education, and giving users more control over their own hardware. Free and open-source operating systems such as Linux and descendants of BSD are widely utilized today, powering millions of servers, desktops, smartphones (e.g. Android), and other devices. Free-software licenses and open-source licenses are used by many software packages. The free-software movement and the open-source software movement are online social movements behind widespread production and adoption of FOSS.
Overview
"Free and open-source software" (FOSS) is an umbrella term for software that is simultaneously considered both Free software and open-source software.
FOSS (free and open-source software) allows the user to inspect the
source code and provides a high level of control of the software's
functions compared to proprietary software.
The term "free software" does not refer to the monetary cost of the
software at all, but rather whether the license maintains the software
user's civil liberties ("free” as in “free speech,” not as in “free
beer”).
There are a number of related terms and abbreviations for free and
open-source software (FOSS or F/OSS), or free/libre and open-source
software (FLOSS or F/LOSS -- FLOSS is the FSF-preferred term).
Although there is almost a complete overlap between free-software licenses and open-source-software
licenses, there is a strong philosophical disagreement between the
advocates of these two positions. The terminology of FOSS or "Free and
Open-source software" was created to be a neutral on these philosophical
disagreements between the FSF and OSI and have a single unified term
that could refer to both concepts.
As the Free Software Foundation (FSF) explains the philosophical difference between free software and open-source software:
"The two terms describe almost the same category of software, but they
stand for views based on fundamentally different values. Open-source is a
development methodology; free software is a social movement. For the
free-software movement, free software is an ethical imperative,
essential respect for the users' freedom. By contrast, the philosophy
of open-source considers issues in terms of how to make software
“better”—in a practical sense only." In parallel to this the Open Source Initiative (OSI) considers many free-software licenses to also be open source. These include the latest versions of the FSF's three main licenses: the GPL, the Lesser General Public License (LGPL), and the GNU Affero General Public License (AGPL).
Free software
Richard Stallman's Free Software Definition, adopted by the Free Software Foundation (FSF), defines free software as a matter of liberty not price,
and it upholds the Four Essential Freedoms. The earliest-known
publication of the definition of his free-software idea was in the
February 1986 edition
of the FSF's now-discontinued GNU's Bulletin publication. The canonical
source for the document is in the philosophy section of the GNU Project website. As of August 2017, it is published there in 40 languages.
Four essential freedoms of Free Software
To
meet the definition of "free software", the FSF requires the software's
licensing respect the civil liberties / human rights of what the FSF
calls the software user's "Four Essential Freedoms":
- The freedom to run the program as you wish, for any purpose (freedom 0);
- The freedom to study how the program works, and change it so it does your computing as you wish (freedom 1). Access to the source code is a precondition for this;
- The freedom to redistribute copies so you can help others (freedom 2);
- The freedom to distribute copies of your modified versions to others (freedom 3). By doing this you can give the whole community a chance to benefit from your changes. Access to the source code is a precondition for this.
Open source
The open-source-software definition is used by the Open Source Initiative (OSI) to determine whether a software license qualifies for the organization's insignia for Open-source software. The definition was based on the Debian Free Software Guidelines, written and adapted primarily by Bruce Perens. Perens did not base his writing on the Four Essential Freedoms of free software from the Free Software Foundation, which were only later available on the web. Perens subsequently stated that he felt Eric Raymond's
promotion of Open-source unfairly overshadowed the Free Software
Foundation's efforts and reaffirmed his support for Free software. In the following 2000s, he spoke about open source again.
History
In the 1950s through the 1980s, it was common for computer users to
have the source code for all programs they used, and the permission and
ability to modify it for their own use. Software, including source code, was commonly shared by individuals who used computers, often as public domain software. Most companies had a business model based on hardware sales, and provided or bundled software with hardware, free of charge.
By the late 1960s, the prevailing business model around software
was changing. A growing and evolving software industry was competing
with the hardware manufacturer's bundled software products; rather than
funding software development from hardware revenue, these new companies
were selling software directly. Leased machines required software
support while providing no revenue for software, and some customers who
were able to better meet their own needs did not want the costs of
software bundled with hardware product costs. In United States vs. IBM, filed January 17, 1969, the government charged that bundled software was anticompetitive.
While some software was still being provided without monetary cost and
license restriction, there was a growing amount of software that was
only at a monetary cost with restricted licensing. In the 1970s and
early 1980s, some parts of the software industry began using technical measures (such as distributing only binary copies of computer programs) to prevent computer users from being able to use reverse engineering
techniques to study and customize software they had paid for. In 1980,
the copyright law was extended to computer programs in the United States—previously,
computer programs could be considered ideas, procedures, methods,
systems, and processes, which are not copyrightable.
Early on, closed-source
software was uncommon until the mid-1970s to the 1980s, when IBM
implemented in 1983 an "object code only" policy, no longer distributing
source code.
In 1983, Richard Stallman, longtime member of the hacker community at the MIT Artificial Intelligence Laboratory, announced the GNU project, saying that he had become frustrated with the effects of the change in culture of the computer industry and its users. Software development for the GNU operating system began in January 1984, and the Free Software Foundation (FSF) was founded in October 1985. An article outlining the project and its goals was published in March 1985 titled the GNU Manifesto. The manifesto included significant explanation of the GNU philosophy, Free Software Definition and "copyleft" ideas. The FSF takes the position that the fundamental issue Free software addresses is an ethical one—to ensure software users can exercise what it calls "The Four Essential Freedoms".
The Linux kernel, created by Linus Torvalds,
was released as freely modifiable source code in 1991. Initially, Linux
was not released under either a Free software or an Open-source
software license. However, with version 0.12 in February 1992, he relicensed the project under the GNU General Public License.
FreeBSD and NetBSD (both derived from 386BSD) were released as Free software when the USL v. BSDi lawsuit was settled out of court in 1993. OpenBSD forked from NetBSD in 1995. Also in 1995, The Apache HTTP Server, commonly referred to as Apache, was released under the Apache License 1.0.
In 1997, Eric Raymond published The Cathedral and the Bazaar,
a reflective analysis of the hacker community and Free software
principles. The paper received significant attention in early 1998, and
was one factor in motivating Netscape Communications Corporation to release their popular Netscape Communicator Internet suite as Free software. This code is today better known as Mozilla Firefox and Thunderbird.
Netscape's act prompted Raymond and others to look into how to
bring the FSF's Free software ideas and perceived benefits to the
commercial software industry. They concluded that FSF's social activism
was not appealing to companies like Netscape, and looked for a way to
rebrand the Free software movement to emphasize the business potential
of sharing and collaborating on software source code. The new name they
chose was "Open-source", and quickly Bruce Perens, publisher Tim O'Reilly, Linus Torvalds, and others signed on to the rebranding. The Open Source Initiative was founded in February 1998 to encourage the use of the new term and evangelize open-source principles.
While the Open Source Initiative sought to encourage the use of
the new term and evangelize the principles it adhered to, commercial
software vendors found themselves increasingly threatened by the concept
of freely distributed software and universal access to an application's
source code. A Microsoft
executive publicly stated in 2001 that "Open-source is an intellectual
property destroyer. I can't imagine something that could be worse than
this for the software business and the intellectual-property business." This view perfectly summarizes the initial response to FOSS by some software corporations.
For many years FOSS played a niche role outside of the mainstream of
private software development. However the success of FOSS Operating
Systems such as Linux, BSD and the companies based on FOSS such as Red Hat,
has changed the software industry's attitude and there has been a
dramatic shift in the corporate philosophy concerning the development of
Free and Open-source software (FOSS).
Usage
FOSS benefits over proprietary software
Personal control, customizability and freedom
Users of FOSS benefit from the Four Essential Freedoms
to make unrestricted use of, and to study, copy, modify, and
redistribute such software with or without modification. If they would
like to change the functionality of software they can bring about
changes to the code and, if they wish, distribute such modified versions
of the software or often − depending on the software's decision making model and its other users − even push or request such changes to be made via updates to the original software.
Privacy and security
Manufacturers of proprietary, closed-source software are sometimes pressured to building in backdoors or other covert, undesired features into their software.
Instead of having to trust software vendors users of FOSS can inspect
and verify the source code themselves and can put trust on a community
of volunteers and users. As proprietary code is typically hidden from public view, only the vendors themselves and hackers may be aware of any vulnerabilities in them while FOSS involves as many people as possible for exposing bugs quickly.
Low costs or no costs
FOSS
is often free of charge although donations are often encouraged. This
also allows users to better test and compare software.
Quality, collaboration and efficiency
FOSS allows for better collaboration among various parties and
individuals with the goal of developing the most efficient software for
its users or use-cases while proprietary software is typically meant to generate profits. Furthermore, in many cases more organizations and individuals contribute to such projects than to proprietary software. It has been shown that technical superiority is typically the primary reason why companies choose open source software.
Drawbacks compared to proprietary software
Security and user-support
According to Linus's Law
the more people who can see and test a set of code, the more likely any
flaws will be caught and fixed quickly. However, this does not
guarantee a high level of participation. Having a grouping of full-time
professionals behind a commercial product can in some cases be superior
to FOSS.
Furthermore, publicized source code might make it easier for
hackers to find vulnerabilities in it and write exploits. This however
assumes that such malicious hackers are more effective than white hat hackers which responsibly disclose or help fix the vulnerabilities, that no code leaks or exfiltrations occur and that reverse engineering of proprietary code is a hindrance of significance for malicious hackers.
Hardware and software compatibility
Sometimes, FOSS is not compatible with proprietary hardware or
specific software. This is often due to manufacturers obstructing FOSS
such as by not disclosing the interfaces or other specifications needed for members of the FOSS movement to write drivers
for their hardware − for instance as they wish customers to run only
their own proprietary software or as they might benefit from
partnerships.
Bugs and missing features
While FOSS can be superior to proprietary equivalents in terms of
software features and stability, in many cases FOSS has more unfixed
bugs and missing features when compared to similar commercial software.
This varies per case and usually depends on the level of interest and
participation in a FOSS project. Furthermore, unlike with typical
commercial software missing features and bugfixes can be implemented by
any party that has the relevant motivation, time and skill to do so.
Less guarantees of development
There
is often less certainty in FOSS projects gaining the required resources
/ participation for continued development than commercial software
backed by companies.
However companies also often abolish projects for being unprofitable
and often large companies rely on and hence co-develop open source
software.
Missing applications
As the FOSS operating system distributions of Linux has a lower market share of end users there are also fewer applications available.
Technical skills and user-friendliness
Linux may require more effort or technical knowledge to set up and maintain.
Adoption by governments
Country | Description |
---|---|
Brazil | In 2006, the Brazilian government has simultaneously encouraged the distribution of cheap computers running Linux throughout its poorer communities by subsidizing their purchase with tax breaks. |
Ecuador | In April 2008, Ecuador passed a similar law, Decree 1014, designed to migrate the public sector to Libre Software. |
France | In March 2009, the French Gendarmerie Nationale announced it will totally switch to Ubuntu by 2015. The Gendarmerie began its transition to open source software in 2005 when it replaced Microsoft Office with OpenOffice.org across the entire organization. In September 2012, the French Prime Minister laid down a set of action-oriented recommendations about using open-source in the French public administration. These recommendations are published in a document based on the works of an inter-ministerial group of experts. This document stops some orientations like establishing an actual convergence on open-source stubs, activating a network of expertise about converging stubs, improving the support of open-source software, contributing to selected stubs, following the big communities, spreading alternatives to the main commercial solutions, tracing the use of open-source and its effects, developing the culture of use of the open-source licenses in the developments of public information systems. One of the aim of this experts groups is also to establish lists of recommended open-source software to use in the French public administration. |
Germany | In the German City of Munich, conversion of 15,000 PCs and laptops from Microsoft Windows-based operating systems to a Debian-based Linux environment called LiMux spanned the ten years of 2003 to 2013. After successful completion of the project, more than 80% of all computers were running Linux. On November 13, 2017 The Register reported that Munich is planning to revert to Windows 10 by 2020. |
India | The Government of Kerala, India, announced its official support for FOSS software in its State IT Policy of 2001, which was formulated after the first-ever Free software conference in India, Freedom First!, held in July 2001 in Trivandrum, the capital of Kerala. In 2009, Government of Kerala started the International Centre for Free and Open Source Software (ICFOSS). In March 2015 the Indian government announced a policy on adoption of FOSS. |
Italy | The Italian military is transitioning to LibreOffice and the Open Document Format (ODF). The Ministry of Defence will over the next year-and-a-half install this suite of office productivity tools on some 150,000 PC workstations - making it Europe’s second largest LibreOffice implementation. The switch was announced on September 15, 2015, by the LibreItalia Association. By June 23, 2016, 6 thousand stations have been migrated. E-learning military platform. |
Jordan | In January 2010, the Government of Jordan announced a partnership with Ingres Corporation (now named Actian), an open source database management company based in the United States, to promote open-source software use, starting with university systems in Jordan. |
Malaysia | Malaysia launched the "Malaysian Public Sector Open Source Software Program", saving millions on proprietary software licenses until 2008. |
Peru | In 2005 the Government of Peru voted to adopt open source across all its bodies. The 2002 response to Microsoft's critique is available online. In the preamble to the bill, the Peruvian government stressed that the choice was made to ensure that key pillars of democracy were safeguarded: "The basic principles which inspire the Bill are linked to the basic guarantees of a state of law." |
Uganda | In September 2014, the Uganda National Information Technology Authority (NITA-U) announced a call for feedback on an Open Source Strategy & Policy at a workshop in conjunction with the ICT Association of Uganda (ICTAU). |
United States | In February 2009, the United States White House moved its website to Linux servers using Drupal for content management. In August 2016, the United States government announced a new federal source code
policy which mandates that at least 20% of custom source code developed
by or for any agency of the federal government be released as open-source software (OSS).
In addition, the policy requires that all source code be shared
between agencies. The public release is under a three-year pilot
program and agencies are obliged to collect data on this pilot to gauge
its performance. The overall policy aims to reduce duplication, avoid
vendor 'lock-in', and stimulate collaborative development. A new
website code |
Venezuela | In 2004, a law in Venezuela (Decree 3390) went into effect, mandating a two-year transition to open source in all public agencies. As of June 2009, the transition was still under way. |
Adoption by supranational unions and international organizations
"We migrated key functions from Windows to Linux because we needed an operating system that was stable and reliable -- one that would give us in-house control. So if we needed to patch, adjust, or adapt, we could."
Official statement of the United Space Alliance, which manages the computer systems for the International Space Station (ISS), regarding why they chose to switch from Windows to Linux on the ISS.
In 2017, the European Commission
stated that "EU institutions should become open source software users
themselves, even more than they already are" and listed open source
software as one of the nine key drivers of innovation, together with big data, mobility, cloud computing and the internet of things.
Issues and incidents
GPLv3 controversy
While copyright is the primary legal mechanism that FOSS authors use
to ensure license compliance for their software, other mechanisms such
as legislation, patents, and trademarks have implications as well. In
response to legal issues with patents and the Digital Millennium Copyright Act (DMCA), the Free Software Foundation released version 3 of its GNU Public License in 2007 that explicitly addressed the DMCA and patent rights.
After the development of the GNU GPLv3 in 2007, the FSF (as the copyright holder of many pieces of the GNU system) updated many
of the GNU programs' licenses from GPLv2 to GPLv3. On the other hand,
the adoption of the new GPL version was heavily discussed in the FOSS
ecosystem, several projects decided against upgrading. For instance the linux kernel, the BusyBox project, AdvFS, Blender, and as also the VLC media player decided against adopting the GPLv3.
Apple, a user of GCC and a heavy user of both DRM and patents, switched the compiler in its Xcode IDE from GCC to Clang, which is another FOSS compiler but is under a permissive license. LWN speculated that Apple was motivated partly by a desire to avoid GPLv3. The Samba project also switched to GPLv3, so Apple replaced Samba in their software suite by a closed-source, proprietary software alternative.
Skewed prioritization, ineffectiveness and egoism of developers
Leemhuis criticizes the prioritization
of skilled developers who − instead of fixing issues in popular
applications and desktop environments − create new, mostly redundant
software to gain fame and fortune.
He also criticizes notebook manufacturers for optimizing their own products only privately or creating workarounds instead of helping fix the actual causes of the many issues with Linux on notebooks such as the unnecessary power consumption.
Commercial ownership of open-source software
Mergers have affected major open-source software. Sun Microsystems (Sun) acquired MySQL AB, owner of the popular open-source MySQL database, in 2008.
Oracle in turn purchased Sun in January, 2010, acquiring their
copyrights, patents, and trademarks. Thus, Oracle became the owner of
both the most popular proprietary database and the most popular
open-source database. Oracle's attempts to commercialize the open-source
MySQL database have raised concerns in the FOSS community. Partly in response to uncertainty about the future of MySQL, the FOSS community forked the project into new database systems outside of Oracle's control. These include MariaDB, Percona, and Drizzle. All of these have distinct names; they are distinct projects and cannot use the trademarked name MySQL.
Legal cases
Oracle v. Google
In August, 2010, Oracle sued Google, claiming that its use of Java in Android infringed on Oracle's copyrights and patents. The Oracle v. Google
case ended in May 2012, with the finding that Google did not infringe
on Oracle's patents, and the trial judge ruled that the structure of the
Java APIs used by Google was not copyrightable. The jury found that
Google infringed a small number of copied files, but the parties stipulated that Google would pay no damages. Oracle appealed to the Federal Circuit, and Google filed a cross-appeal on the literal copying claim.
As part/driver of a new socio-economic model
By defying ownership regulations in the construction and use of information − a key area of contemporary growth − the Free/Open Source Software (FOSS) movement counters neoliberalism and privatization in general.
By realizing the historical potential of an "economy of abundance" for the new digital world FOSS may lay down a plan for political resistance or show the way towards a potential transformation of capitalism.
According to Yochai Benkler, Jack N. and Lillian R. Berkman Professor for Entrepreneurial Legal Studies at Harvard Law School, free software is the most visible part of a new economy of commons-based peer production
of information, knowledge, and culture. As examples, he cites a variety
of FOSS projects, including both free software and open-source.