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Wednesday, April 24, 2019

History of spaceflight

From Wikipedia, the free encyclopedia

The number of spacewalks required to construct the ISS dwarfed the then existing experience base for this activity, a hurdle called the "Wall of EVA."

Spaceflight began in the 20th century following theoretical and practical breakthroughs by Konstantin Tsiolkovsky and Robert H. Goddard. The Soviet Union took the lead in the post-war Space Race, launching the first satellite, the first man and the first woman into orbit. The United States caught up with, and then passed, their Soviet rivals during the mid-1960s, landing the first man on the Moon in 1969. In the same period, France, the United Kingdom, Japan and China were concurrently developing more limited launch capabilities. 

Following the end of the Space Race, spaceflight has been characterised by greater international co-operation, cheaper access to low Earth orbit and an expansion of commercial ventures. Interplanetary probes have visited all of the planets in the Solar System, and humans have remained in orbit for long periods aboard space stations such as Mir and the ISS. Most recently, China has emerged as the third nation with the capability to launch independent manned missions, whilst operators in the commercial sector have developed re-usable booster systems and craft launched from airborne platforms.

Background

Description of a space station in Hermann Noordung's The Problem of Space Travel (1929).

At the beginning of the 20th century, there was a burst of scientific investigation into interplanetary travel, inspired by fiction by writers such as Jules Verne (From the Earth to the Moon, Around the Moon) and H.G. Wells (The First Men in the Moon, The War of the Worlds). 

The first realistic proposal of spaceflight goes back to Konstantin Tsiolkovsky. His most famous work, "Исследование мировых пространств реактивными приборами" (Issledovanie mirovikh prostranstv reaktivnimi priborami, or The Exploration of Cosmic Space by Means of Reaction Devices), was published in 1903, but this theoretical work was not widely influential outside Russia.

Spaceflight became an engineering possibility with the work of Robert H. Goddard's publication in 1919 of his paper "A Method of Reaching Extreme Altitudes", where his application of the de Laval nozzle to liquid fuel rockets gave sufficient power for interplanetary travel to become possible. This paper was highly influential on Hermann Oberth and Wernher Von Braun, later key players in spaceflight. 

In 1929, the Slovene officer Hermann Noordung was the first to imagine a complete space station in his book The Problem of Space Travel.

The first rocket to reach space was a German V-2 rocket, on a vertical test flight in June 1944. After the war ended, the research and development branch of the (British) Ordinance Office organised Operation Backfire which, in October 1945, assembled enough V-2 missiles and supporting components to enable the launch of three (possibly four, depending on source consulted) of them from a site near Cuxhaven in northern Germany. Although these launches were inclined and the rockets didn't achieve the altitude necessary to be regarded as sub-orbital spaceflight, the Backfire report remains the most extensive technical documentation of the rocket, including all support procedures, tailored vehicles and fuel composition.

Subsequently, the British Interplanetary Society proposed an enlarged man-carrying version of the V-2 called Megaroc. The plan, written in 1946, envisaged a three-year development programme culminating in the launch of test pilot Eric Brown on a sub-orbital mission in 1949.

The decision by the Ministry of Supply under Attlee's government to concentrate on research into nuclear power generation and sub-sonic passenger jet aircraft over supersonic atmospheric flight and spaceflight delayed the introduction of both of the latter (although only by a year in the case of supersonic flight, as the data from the Miles M.52 was handed to Bell Aircraft.

Space Race

Over a decade after the Megaroc proposal, true orbital space flight, both unmanned and manned, was developed by the Soviet Union and the United States during the Cold War, in a competition dubbed the Space Race.

First unmanned satellite

A replica of Sputnik 1 on display.
 
The race began in 1957, when both the US and the USSR made statements announcing they planned to launch artificial satellites during the 18 month long International Geophysical Year of July 1957 to December 1958. On July 29, 1957, the US announced a planned launch of the Vanguard by the spring of 1958, and on July 31, the USSR announced it would launch a satellite in the fall of 1957. 

On October 4, 1957, the Soviet Union launched Sputnik 1, the first artificial satellite of Earth in the history of mankind. 

On November 3, 1957, the Soviet Union launched the second satellite, Sputnik 2, and the first to carry a living animal, a dog named Laika. Sputnik 3 was launched on May 15, 1958, and carried a large array of instruments for geophysical research and provided data on pressure and composition of the upper atmosphere, concentration of charged particles, photons in cosmic rays, heavy nuclei in cosmic rays, magnetic and electrostatic fields, and meteoric particles.

After a series of failures with the program, the US succeeded with Explorer 1, which became the first US satellite in space, on February 1, 1958. This carried scientific instrumentation and detected the theorized Van Allen radiation belt

The US public shock over Sputnik 1 became known as the Sputnik crisis. On July 29, 1958, the US Congress passed legislation turning the National Advisory Committee for Aeronautics (NACA) into the National Aeronautics and Space Administration (NASA) with responsibility for the nation's civilian space programs. In 1959, NASA began Project Mercury to launch single-man capsules into Earth orbit and chose a corps of seven astronauts introduced as the Mercury Seven.

First man in space

On April 12, 1961, the USSR opened the era of manned spaceflight, with the flight of the first cosmonaut (Russian name for space travelers), Yuri Gagarin. Gagarin's flight, part of the Soviet Vostok space exploration program, took 108 minutes and consisted of a single orbit of the Earth.

On August 7, 1961, Gherman Titov, another Soviet cosmonaut, became the second man in orbit during his Vostok 2 mission. 

By June 16, 1962, the Union launched a total of six Vostok cosmonauts, two pairs of them flying concurrently, and accumulating a total of 260 cosmonaut-orbits and just over sixteen cosmonaut-days in space.

On May 5, 1961, the US launched its first suborbital Mercury astronaut, Alan Shepard, in the Freedom 7 capsule. The US public was becoming increasingly shocked and alarmed at the widening lead obtained by the USSR, so President John F. Kennedy announced on May 25 a plan to land a man on the Moon by 1970, launching the three-man Apollo program

On February 20, 1962, the US succeeded in launching the third manned orbital spaceflight in history, with John Glenn, the first US orbital astronaut, making three orbits during his Friendship 7 mission. By May 16, 1963, the US launched a total of six Project Mercury astronauts, logging a cumulative 34 Earth orbits, and 51 hours in space.

First woman in space

The first woman in space was former civilian parachutist Valentina Tereshkova, who entered orbit on June 16, 1963, aboard the Soviet mission Vostok 6. The chief Soviet spacecraft designer, Sergey Korolyov, conceived of the idea to recruit a female cosmonaut corps and launch two women concurrently on Vostok 5/6. However, his plan was changed to launch a male first in Vostok 5, followed shortly afterward by Tereshkova. Khrushchev personally spoke to Tereshkova by radio during her flight.

On November 3, 1963, Tereshkova married fellow cosmonaut Andrian Nikolayev, who had previously flown on Vostok 3. On June 8, 1964, she gave birth to the first child conceived by two space travelers. The couple divorced in 1982, and Tereshkova went on to become a prominent member of the Communist Party of the Soviet Union

The second woman to fly to space was aviator Svetlana Savitskaya, aboard Soyuz T-7 on August 18, 1982.

Sally Ride became the first American woman in space when she flew aboard Space Shuttle mission STS-7 on June 18, 1983. Women space travelers went on to become commonplace during the 1980s.
Helen Sharman became the first European woman in space aboard the Soyuz TM-12 on May 18, 1991.

Competition develops

Khrushchev pressured Korolyov to quickly produce greater space achievements in competition with the announced Gemini and Apollo plans. Rather than allowing him to develop his plans for a crewed Soyuz spacecraft, he was forced to make modifications to squeeze two or three men into the Vostok capsule, calling the result Voskhod. Only two of these were launched. Voskhod 1 was the first spacecraft with a crew of three, who could not wear space suits because of size and weight constrictions. Alexei Leonov made the first spacewalk when he left the Voskhod 2 on March 8, 1965. He was almost lost in space when he had extreme difficulty fitting his inflated space suit back into the cabin through an airlock, and a landing error forced him and his crewmate to be lost in dangerous woods for hours before being found by the recovery crew. 

The start of manned Gemini missions was delayed a year later than NASA had planned, but ten largely successful missions were launched in 1965 and 1966, allowing the US to overtake the Soviet lead by achieving space rendezvous (Gemini 6A) and docking (Gemini 8) of two vehicles, long duration flights of eight days (Gemini 5) and fourteen days (Gemini 7), and demonstrating the use of extra-vehicular activity to do useful work outside a spacecraft (Gemini 12). 

The USSR made no manned flights during this period but continued to develop its Soyuz craft and secretly accepted Kennedy's implicit lunar challenge, designing Soyuz variants for lunar orbit and landing. They also attempted to develop the N1, a large, manned Moon-capable launch vehicle similar to the US Saturn V

As both nations rushed to get their new spacecraft flying with men, the intensity of the competition caught up to them in early 1967, when they suffered their first crew fatalities. On January 27, the entire crew of Apollo 1, "Gus" Grissom, Ed White, and Roger Chaffee, were killed by suffocation in a fire that swept through their cabin during a ground test approximately one month before their planned launch. On April 24, the single pilot of Soyuz 1, Vladimir Komarov, was killed in a crash when his landing parachutes tangled, after a mission cut short by electrical and control system problems. Both accidents were determined to be caused by design defects in the spacecraft, which were corrected before manned flights resumed. 

Neil Armstrong works at the LM in one of the few photos taken of him from the lunar surface. NASA photo AS11-40-5886.
 
Buzz Aldrin poses on the Moon, allowing Neil Armstrong to photograph both of them using the visor's reflection.
 
The US succeeded in achieving President Kennedy's goal on July 20, 1969, with the landing of Apollo 11. Neil Armstrong and Buzz Aldrin became the first men to set foot on the Moon. Six such successful landings were achieved through 1972, with one failure on Apollo 13

The N1 rocket suffered four catastrophic unmanned launch failures between 1969 and 1972, and the Soviet government officially discontinued its manned lunar program on June 24, 1974, when Valentin Glushko succeeded Korolyov as General Spacecraft Designer.

Both nations went on to fly relatively small, non-permanent manned space laboratories Salyut and Skylab, using their Soyuz and Apollo craft as shuttles. The US launched only one Skylab, but the USSR launched a total of seven "Salyuts", three of which were secretly Almaz military manned reconnaissance stations, which carried "defensive" cannons. Manned reconnaissance stations were found to be a bad idea since unmanned satellites could do the job much more cost-effectively. The United States Air Force had planned a manned reconnaissance station, the Manned Orbital Laboratory, which was cancelled in 1969. The Soviets cancelled Almaz in 1978.

In a season of detente, the two competitors declared an end to the race and shook hands (literally) on July 17, 1975, with the Apollo-Soyuz Test Project, where the two craft docked, and the crews exchanged visits.

Programs

United StatesNASA

The National Aeronautics and Space Administration (NASA /ˈnæsə/) is an independent agency of the executive branch of the United States federal government responsible for the civilian space program, as well as aeronautics and aerospace research.

Project Mercury

Project Mercury was the first human spaceflight program of the United States, running from 1958 through 1963. Its goal was to put a man into Earth orbit and return him safely, ideally before the Soviet Union. John Glenn became the first American to orbit the earth on February 20, 1962 aboard the Mercury-Atlas 6.

Project Gemini

The Gemini VIII approaches the docking collar of the Agena target vehicle.

Project Gemini was NASA's second manned spaceflight program. The program ran from 1961 to 1966. The program pioneered the orbital maneuvers required for space rendezvous. Ed White became the first American to make an extravehicular activity (EVA, or "space walk"), on June 3, 1965, during Gemini 4.[18] Gemini 6A and 7 accomplished the first space rendezvous on December 15, 1965.[19] Gemini 8 achieved the first space docking with an unmanned Agena Target Vehicle on March 16, 1966. Gemini 8 was also the first US spacecraft to experience in-space critical failure endangering the lives of the crew.

Apollo Program

The Apollo program was the third manned spaceflight program carried out by NASA. The programs goal was to orbit and land manned vehicles on the Moon. The program ran from 1969 to 1972. Apollo 8 was the first manned spaceflight to leave earth orbit and orbit the Moon on December 21, 1968. Neil Armstrong and Buzz Aldrin became the first men to set foot on the Moon during the Apollo 11 mission on July 20, 1969.

Skylab

The Skylab programs goal was to create the first space station of NASA. The program marked the last launch of the Saturn V rocket on May 19, 1973. Many experiments were performed on board, including unprecedented solar studies. The longest manned mission of the program was Skylab 4 which lasted 84 days, from November 16, 1973 to February 8, 1974. The total mission duration was 2249 days, with Skylab finally falling from orbit over Australia on July 11, 1979.

Space Shuttle

Space Shuttle Columbia seconds after engine ignition during STS-1, 1981.

Although its pace slowed, space exploration continued after the end of the Space Race. The United States launched the first reusable spacecraft, the Space Shuttle, on the 20th anniversary of Gagarin's flight, April 12, 1981. On November 15, 1988, the Soviet Union duplicated this with an unmanned flight of the only Buran-class shuttle to fly, its first and only reusable spacecraft. It was never used again after the first flight; instead the Soviet Union continued to develop space stations using the Soyuz craft as the crew shuttle. 

Sally Ride became the first American woman in space in 1983. Eileen Collins was the first female Shuttle pilot, and with Shuttle mission STS-93 in July 1999 she became the first woman to command a US spacecraft. 

The United States continued missions to the ISS and other goals with the high-cost shuttle system, which was retired in 2011.

Soviet UnionSoviet space program

The Soviet space program was the rocketry and space exploration program conducted by the Soviet Union from the 1930s till its collapse in 1991.

Sputnik

The Sputnik 1 became the first artificial Earth satellite on 4 October 1957. The satellite transmitted a radio signal, but had no sensors otherwise. Studying the Sputnik 1 allowed scientists to calculate the drag from the upper atmosphere by measuring position and speed of the satellite. Sputnik 1 broadcast for 21 days until its batteries depleted on 4 October 1957, and the satellite finally fell from orbit on 4 January 1958.

Luna programme

The Luna programme was a series of unmanned robotic satellite launches with the goal of studying the Moon.The program ran from 1959 to 1976 and consisted of 15 successful missions, the program achieved many first achievements and collected data on the Moon's chemical composition, gravity, temperature, and radiation. Luna 2 became the first man made object to make contact with the Moons surface in September 1959. Luna 3 returned the first photographs of the far side of the moon in October 1959.

Vostok

Vostok-2M (8A292M) in Korolyov, Moscow Oblast

The Vostok Programme the first Soviet spaceflight project to put the Soviet citizens into low Earth orbit and return them safely. The programme carried out six manned spaceflights between 1961 and 1963. The program was the first program to put humans into space, with Yuri Gagarin becoming the first man in space on April 12, 1961 aboard the Vostok 1. Gherman Titov Became the first person to stay in orbit for a full day on August 7, 1961 aboard the vostok 2. Valentina Tereshkova became the first woman in space on June 16, 1963 aboard the Vostok 6.

Voskhod

The Voskhod programme began in 1964 and consisted of two manned flights before the program was canceled by the Soyuz programme in 1966. Voskhod 1 launched on October 12, 1964 and was the first manned spaceflight with a multi-crewed vehicle. Alexei Leonov performed the first spacewalk aboard Voskhod 2 on March 18, 1965.

Salyut

The Salyut programme was the first space station program undertaken by the Soviet Union. The goal was to carry out long-term research into the problems of living in space and a variety of astronomical, biological and Earth-resources experiments. The program ran from 1971 to 1986. Salyut 1, the first station in the program, became the world's first crewed space station.

Soyuz programme

The Soyuz programme was initiated by the soviet space program in the 1960s and continues as the responsibility of roscosmos to this day. The program currently consists of 140 completed flights, and since the retirement of the US Space Shuttle has been the only craft to transport humans. The programs original goal was part of a program to put a cosmonaut on the moon, and later became crucial to the construction of the Mir space station.

Mir

Mir STS-89

Mir was a space station that operated in low Earth orbit from 1986 to 2001, operated by the Soviet Union and later by Russia. Mir was the first modular space station and was assembled in orbit from 1986 to 1996. The station served as a microgravity research laboratory in which crews conducted experiments in biology, human biology, physics, astronomy, meteorology and spacecraft systems with a goal of developing technologies required for permanent occupation of space. The record for longest human endurance on a single tour in space is held by Valeriy Polyakov, who left Earth on January 8, 1994, and stayed aboard the Mir space station for a total of 437 days, 17 hours, 58 minutes, and 16 seconds, returning March 22, 1995. Sergei Krikalyov holds the current record for combined total time in space: 803 days, 9 hours, and 39 seconds. Mir was continuously occupied for 3,644 days, eight days short of 10 years, between the launch of Soyuz TM-8 on September 5, 1989 and the landing of Soyuz TM-29 on August 28, 1999. This record was held until surpassed by the International Space Station (ISS) in 2010. The ISS has been continuously occupied for 6743 days.

Buran

The Buran Programme was a Soviet and later Russian reusable spacecraft project that began in 1974 at the Central Aerohydrodynamic Institute in Moscow and was formally suspended in 1993. The Buran programme was started by the Soviet Union as a response to the United States Space Shuttle program. Officially, the Buran orbital vehicle was designed for the delivery to orbit and return to Earth of spacecraft, cosmonauts, and supplies.

United StatesRussiaJapanEuropean UnionCanada International Space Station

The ISS seen by Space Shuttle Atlantis.

Recent space exploration has proceeded, to some extent in worldwide cooperation, the high point of which was the construction and operation of the International Space Station (ISS). At the same time, the international space race between smaller space powers since the end of the 20th century can be considered the foundation and expansion of markets of commercial rocket launches and space tourism

The United States continued other space exploration, including major participation with the ISS with its own modules. It also planned a set of unmanned Mars probes, military satellites, and more. The Constellation space program, began by President George W. Bush in 2004, aimed to launch a next-generation multifunction Orion spacecraft by 2018. A subsequent return to the Moon by 2020 was to be followed by manned flights to Mars, but the program was canceled in 2010 in favor of encouraging commercial US manned launch capabilities. 

Russia, a successor to the Soviet Union, has high potential but smaller funding. Its own space programs, some of a military nature, perform several functions. They offer a wide commercial launch service while continuing to support the ISS with several of their own modules. They also operate manned and cargo spacecraft which continued after the US Shuttle program ended. They are developing a new multi-function PPTS manned spacecraft for use in 2018 and have plans to perform manned moon missions as well. The program aims to put a man on the moon in the 2020s, becoming the second country to do so.

European Union European Space Agency

The European Space Agency has taken the lead in commercial unmanned launches since the introduction of the Ariane 4 in 1988 but is in competition with NASA, Russia, Sea Launch (private), China, India, and others. The ESA-designed manned shuttle Hermes and space station Columbus were under development in the late 1980s in Europe; however, these projects were canceled, and Europe did not become the third major "space power". 

The European Space Agency has launched various satellites, has utilized the manned Spacelab module aboard US shuttles, and has sent probes to comets and Mars. It also participates in ISS with its own module and the unmanned cargo spacecraft ATV.

Currently ESA has a program for development of an independent multi-function manned spacecraft CSTS scheduled for completion in 2018. Further goals include an ambitious plan called the Aurora Programme, which intends to send a human mission to Mars soon after 2030. A set of various landmark missions to reach this goal are currently under consideration. The ESA has a multi-lateral partnership and plans for spacecraft and further missions with foreign participation and co-funding. ESA is also developing Galileo program which seeks to give independence to the EU from the American GPS.

China China

Since 1956 the Chinese have had a space program which was aided early on from 1957-1960 by the Soviets. They were provided missile technology experts and missiles to study from. In 1965 plans were made to launch a human into space by 1979, and in 1967 the plans were made for a 4-human spacecraft. "East is Red" was launched on April 24, 1970 and was the first satellite to be launched by the Chinese. In 1974 the plan for human spaceflight was scrapped when policy makers decided that applications satellites were more important and competing with the USA and USSR wasn't as important. In late 1986, the 863 Project was started which had a focus on military applications, but also had a goal for human spaceflight.

Despite possessing less funding than ESA or NASA, the People's Republic of China has achieved manned space flight and operates a commercial satellite launch service. There are plans for a Chinese space station and a program to send unmanned probes to Mars.

China's first attempt at a manned spacecraft, Shuguang, was abandoned after years of development, but on October 15, 2003, China became the third nation to develop an indigenous human spaceflight capability when Yang Liwei entered orbit aboard Shenzhou 5.

The US Pentagon released a report in 2006, detailing concerns about China's growing presence in space, including its capability for military action. In 2007 China tested a ballistic missile designed to destroy satellites in orbit, which was followed by a US demonstration of a similar capability in 2008.

Japan Japan

Japan's space agency, the Japan Aerospace Exploration Agency, is a major space player in Asia. While not maintaining a commercial launch service, Japan has deployed a module in the ISS and operates an unmanned cargo spacecraft, the H-II Transfer Vehicle

JAXA has plans to launch a Mars fly-by probe. Their lunar probe, SELENE, is touted as the most sophisticated lunar exploration mission in the post-Apollo era. Japan's Hayabusa probe was mankind's first sample return from an asteroid. IKAROS was the first operational solar sail

Although Japan developed the HOPE-X, Kankoh-maru, and Fuji manned capsule spacecraft, none of them have been launched. Japan's current ambition is to deploy a new manned spacecraft by 2025 and to establish a Moon base by 2030.

Taiwan Taiwan

The National Space Organization (NSPO; formerly known as the National Space Program Office) and the National Chung-Shan Institute of Science and Technology are the national civilian space agencies of the democratic industrialized developed country of Taiwan under the auspices of the Ministry of Science and Technology (Taiwan). The National Chung-Shan Institute of Science and Technology is involved in designing and building Taiwanese nuclear weapons, hypersonic missiles, spacecraft and rockets for launching satellites while the National Space Organization is involved in space exploration, satellite construction, and satellite development as well as related technologies and infrastructure (including the FORMOSAT series of Earth observation satellites similar to NASA along with DARPA {In-Q-Tel} such as Google Earth {Keyhole, Inc} or so forth) and related research in astronautics, quantum physics, materials science with microgravity, aerospace engineering, remote sensing, astrophysics, atmospheric science, information science, design and construction of indigenous Taiwanese satellites and spacecraft, launching satellites and space probes into low Earth orbit. Additionally, a state of the art manned spaceflight program is currently in development in Taiwan and is designed to compete directly with the manned programs of China, United States and Russia. Active research is currently undergoing in the development and deployment of space-based weapons for the defense of national security in Taiwan.

India India

Indian Space Research Organisation, India's national space agency, maintains an active space program. It operates a small commercial launch service and launched a successful unmanned lunar mission dubbed Chandrayaan-1 in October 2007. India has plans for a further unmanned mission to the Moon Chandrayaan 2 by end of 2016 or early 2017. India has successfully launched an interplanetary mission, Mars Orbiter Mission, in 2013 which reached Mars in September 2014, hence becoming the first country in the world to do a Mars mission in its maiden attempt. The ISRO is currently developing a small shuttle system.

Other nations

Cosmonauts and astronauts from other nations have flown in space, beginning with the flight of Vladimir Remek, a Czech, on a Soviet spacecraft on March 2, 1978. As of November 6, 2013, a total of 536 people from 38 countries have gone into space according to the FAI guideline. 

India, Taiwan and Japan are increasingly capable of competing in space research and activity. These nations, along with China, form the main players in the Asian space race. Iran announced plans to begin a manned space program in 2021.

Tuesday, April 23, 2019

Free and open-source software

From Wikipedia, the free encyclopedia

A screenshot of Free and Open-source software (FOSS): Linux Mint running the Xfce desktop environment, Firefox, a calculator program, the built-in calendar, Vim, GIMP, and VLC media player
 
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.gov provides "an online collection of tools, best practices, and schemas to help agencies implement this policy", the policy announcement stated. It also provides the "primary discoverability portal for custom-developed software intended both for Government-wide reuse and for release as OSS". As yet unspecified OSS licenses will be added to the 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.

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