Thefree software movement and theopen-source software movement areonline social movements behind widespread production, adoption and promotion of FOSS, with the former preferring to use the equivalent termfree/libre and open-source software (FLOSS). FOSS is supported by a loosely associated movement of multiple organizations, foundations, communities and individuals who share basic philosophical perspectives and collaborate practically, but may diverge in detail questions.
"Free and open-source software" (FOSS) is anumbrella term for software that is consideredfree software and/oropen-source software.[1] The precise definition of the terms "free software" and "open-source software" applies them to any software distributed under terms that allow users to use, modify, and redistribute said software in any manner they see fit, without requiring that they pay the author(s) of the software aroyalty or fee for engaging in the listed activities.[11]
Although there is an almost 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 was created to be a neutral on these philosophical disagreements between theFree Software Foundation (FSF) andOpen Source Initiative (OSI) and have a single unified term that could refer to both concepts, although Richard Stallman argues that it fails to be neutral unlike the similar term; "Free/Libre and Open Source Software" (FLOSS).[12]
Richard Stallman'sThe Free Software Definition, adopted by the FSF, definesfree software as a matter of liberty, not price,[13][14] and that which upholds the Four Essential Freedoms. The earliest known publication of this definition of his free software definition was in the February 1986 edition[15] of the FSF's now-discontinued GNU's Bulletin publication. The canonical source for the document is in the philosophy section of theGNU Project website. As of August 2017[update], it is published in 40 languages.[16]
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".[17]
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.[17]
In the early decades of computing, particularly from the 1950s through the 1970s, software development was largely collaborative. Programs were commonly shared in source code form among academics, researchers, and corporate developers. Most companies at the time made their revenue from hardware sales, and software—including source code—was distributed freely alongside it, often as public-domain software.[24][25]
By the late 1960s and 1970s, a distinct software industry began to emerge. Companies started selling software as a separate product, leading to the use of restrictive licenses and technical measures—such as distributing only binary executables—to limit user access and control. This shift was driven by growing competition and the U.S. government's antitrust scrutiny of bundled software, exemplified by the 1969 antitrust caseUnited States v. IBM.[26]
A key turning point came in 1980 when U.S. copyright law was formally extended to cover computer software.[27][28] This enabled companies like IBM to further enforce closed-source distribution models. In 1983, IBM introduced its "object code only" policy, ceasing the distribution of source code for its system software.[29]
In response to the growing restrictions on software, Richard Stallman launched the GNU Project in 1983 at MIT. His goal was to develop a complete Free software operating system and restore user freedom. The Free Software Foundation (FSF) was established in 1985 to support this mission. Stallman'sGNU Manifesto and the Four Essential Freedoms outlined the movement's ethical stance, emphasizing user control over software.[17]
The release of the Linux kernel by Linus Torvalds in 1991, and its relicense under the GNU General Public License (GPL) in 1992, marked a major step toward a fully Free operating system.[30] Other Free software projects like FreeBSD, NetBSD, and OpenBSD also gained traction following the resolution of theUSL v. BSDi lawsuit in 1993.
In 1997, Eric Raymond’s essay *The Cathedral and the Bazaar* explored the development model of Free software, influencing Netscape’s decision in 1998 to release the source code for its browser suite. This code base became Mozilla Firefox and Thunderbird.
To broaden business adoption, a group of developers including Raymond, Bruce Perens, Tim O’Reilly, and Linus Torvalds rebranded the Free software movement as “Open Source.” The Open Source Initiative (OSI) was founded in 1998 to promote this new term and emphasize collaborative development benefits over ideology.[31]
Despite initial resistance—such as Microsoft's 2001 claim that "Open-source is an intellectual property destroyer"—FOSS eventually gained widespread acceptance in the corporate world. Companies like Red Hat proved that commercial success and Free software principles could coexist.[32][33][34]
Users of FOSS benefit from theFour 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'sdecision making model and its other users − even push or request such changes to be made via updates to the original software.[35][36][37][38][39]
Manufacturers of proprietary, closed-source software are sometimes pressured to building inbackdoors or other covert, undesired features into their software.[40][41][42][43] 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.[39] As proprietary code is typically hidden from public view, only the vendors themselves and hackers may be aware of anyvulnerabilities in them[39] while FOSS involves as many people as possible for exposing bugs quickly.[44][45]
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 typicallymeant to generate profits. Furthermore, in many cases more organizations and individuals contribute to such projects than to proprietary software.[39] It has been shown that technical superiority is typically the primary reason why companies choose open source software.[39]
According toLinus'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.[39][44][46]
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 thanwhite hat hackers whichresponsibly disclose or help fix the vulnerabilities, that no code leaks orexfiltrations occur and thatreverse engineering of proprietary code is a hindrance of significance for malicious hackers.[44]
Sometimes, FOSS is not compatible with proprietary hardware or specific software. This is often due to manufacturers obstructing FOSS such as by not disclosing theinterfaces or other specifications needed for members of the FOSS movement to writedrivers for their hardware – for instance as they wish customers to run only their own proprietary software or as they might benefit from partnerships.[47][48][49][50][51][52][53]
While FOSS can be superior to proprietary equivalents in terms of software features and stability, in many cases it has more unfixed bugs and missing features when compared to similar commercial software.[54][additional citation(s) needed] This varies per case, and usually depends on the level of interest in a particular project. However, unlike close-sourced software, improvements can be made by anyone who has the motivation, time and skill to do so.[46][additional citation(s) needed]
A common obstacle in FOSS development is the lack of access to some common official standards, due to costlyroyalties or requirednon-disclosure agreements (e.g., for theDVD-Video format).[55]
There is often less certainty of FOSS projects gaining the required resources and participation for continued development than commercial software backed by companies.[56][additional citation(s) needed] However, companies also often abolish projects for being unprofitable, yet large companies may rely on, and hence co-develop, open source software.[45] On the other hand, if the vendor of proprietary software ceases development, there are no alternatives; whereas with FOSS, any user who needs it still has the right, and the source-code, to continue to develop it themself, or pay a 3rd party to do so.
In 2006, theBrazilian government has simultaneously encouraged the distribution of cheap computers running Linux throughout its poorer communities by subsidizing their purchase with tax breaks.[61]
In 2017, the city ofSault Ste. Marie, Ontario, opened up most of its new internal software development efforts to reduce its own software costs, and increase collaboration with other municipalities looking to solve similar problems.[62]
In March 2009, theFrench Gendarmerie Nationale announced it will totally switch toUbuntu 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.[65] In September 2012, the French Prime Minister laid down a set of action-oriented recommendations about using open-source in the French public administration.[66] These recommendations are published in a document based on the works of an inter-ministerial group of experts.[67] This document promotes 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.[68]
In the GermanCity of Munich, conversion of 15,000 PCs and laptops from Microsoft Windows-based operating systems to aDebian-based Linux environment calledLiMux spanned the ten years of 2003 to 2013. After successful completion of the project, more than 80% of all computers were running Linux.[69] On November 13, 2017, The Register reported that Munich was planning to revert to Windows 10 by 2020.[70] But in 2020, Munich decided to shift back from Microsoft to Linux again.[71] In 2022 Germany launched[72]Open CoDE, its own FOSS repository and forum.
The Government ofKerala, India, announced its official support for free and open-source software in its State IT Policy of 2001,[73][discuss] which was formulated after the first-ever Free software conference in India,Freedom First!, held in July 2001 inTrivandrum, the capital of Kerala. In 2009, Government of Kerala started the International Centre for Free and Open Source Software (ICFOSS).[74] In March 2015 the Indian government announced a policy on adoption of FOSS.[75][76]
The Italian military is transitioning to LibreOffice and theOpenDocument Format (ODF). LibreItalia Association announced on September 15, 2015, that the Ministry of Defence would 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.[77] By June 23, 2016, 6,000 stations have been migrated.[78] E-learning military platform.[79][needs update]
In January 2010, theGovernment of Jordan announced a partnership with Ingres Corporation (now namedActian), an open-source database-management company based in the United States, to promote open-source software use, starting with university systems in Jordan.[80]
In 2005, theGovernment of Peru voted to adopt open source across all its bodies.[83] 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 ofdemocracy were safeguarded: "The basic principles which inspire the Bill are linked to the basic guarantees of a state of law."[84]
In 2017, The City ofBarcelona started to migrate its computer systems away from the Windows platform . The City's strategy was first to replace all user applications with open-source alternatives, until the underlying Windows operating system is the only proprietary software remaining. In a final step, the operating system replaced with Linux.[87]
In September 2014, the Uganda National Information Technology Authority (NITA-U) announced a call for feedback on an Open Source Strategy & Policy[88] at a workshop in conjunction with the ICT Association of Uganda (ICTAU).
In February 2009, theWhite House moved its website to Linux servers usingDrupal for content management.[89] In August 2016, theUnited States government announced a new federalsource code policy which mandates that at least 20% of custom source code developed by or for any agency of the federal government be released asopen-source software (OSS).[90] 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 websitecode.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".[90] As yet unspecifiedOSS licenses will be added to the code.[91]
In 2004, a law inVenezuela (Decree 3390) went into effect, mandating a two-year transition to open source in all public agencies. As of June 2009[update], the transition was still under way.[92][93][needs update]
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."
In 2017, theEuropean 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 withbig data, mobility,cloud computing and theinternet of things.[96]
In 2020, theEuropean Commission adopted itsOpen Source Strategy 2020-2023,[97] including encouraging sharing and reuse of software and publishing Commission's source code as key objectives. Among concrete actions there is also to set up an Open Source Programme Office in 2020[98] and in 2022 it launched its own FOSS repositoryhttps://code.europa.eu/.[99]
In 2021, theCommission Decision on the open source licensing and reuse of Commission software (2021/C 495 I/01)[100] was adopted, under which, as a general principle, the European Commission may release software underEUPL or another FOSS license, if more appropriate. There are exceptions though.
In May 2022,[101] theExpert group on the Interoperability of European Public Services came published 27 recommendations to strengthen the interoperability of public administrations across the EU. These recommendations are to be taken into account later in the same year in Commission's proposal of the"Interoperable Europe Act".
Open-source software development (OSSD) is the process by which open-source software is developed. The software's source code is publicly available to be used, modified, and enhanced.[102] Notable examples of open-source software products are Mozilla Firefox, Android, and VLC media player.[103] The development process is typically different from traditional methods such as Waterfall. Instead favoring early releases and community involvement.[103] Agile development strategies are most often employed OSSD, with are characterized by their iterative and incremental frameworks.[104] Open-source software developers will typically use methods such as E-mail, Wikis, web forums, and instant messaging services for communication, as individuals are not typically working in close proximity to one another.[105] Version control systems such as Git are utilized to make code collaboration easier.[103]
The GNU General Public License (GPL) is one of the most widely used copyleft licenses in the free and open-source software (FOSS) community and was created by the Free Software Foundation (FSF).Version 2 (GPLv2), published in 1991, played a central role in protecting the freedom of software to be run, studied, modified, and shared by users.[106] However, as technology and legal landscapes evolved, particularly with the rise ofDigital Rights Management (DRM) and software patents, some developers and legal experts argued that GPLv2 did not adequately protect user freedoms in newer contexts.[107] This led to the development of GPLv3, which sought to address these concerns.[108]
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 theDigital Millennium Copyright Act (DMCA), the Free Software Foundation releasedversion 3 of its GNU General Public License (GNU GPLv3) in 2007 that explicitly addressed the DMCA and patent rights.
One of the key issues GPLv3 aimed to address was a practice known asTivoization, named after the company TiVo, which used GPL-covered software but implemented hardware restrictions that prevented users from running modified versions of the software. This was seen by the Free Software Foundation (FSF) as a direct violation of software freedom, prompting GPLv3 to include language explicitly forbidding such restrictions.[109] Additionally, GPLv3 introduced clauses to protect users against aggressive enforcement of software patents and reinforced the idea that users should retain control over the software they use.
After the development of the GNU GPLv3 in 2007, the FSF (as the copyright holder of many pieces of the GNU system) updated many[citation needed] 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,[110] several projects decided against upgrading to GPLv3. For instance theLinux kernel,[111][112] theBusyBox[113][114] project,AdvFS,[115]Blender,[116] and theVLC media player decided against adopting the GPLv3.[117]
Apple, a user ofGCC and a heavy user of bothDRM and patents, switched the compiler in itsXcode IDE from GCC toClang, which is another FOSS compiler[118] but is under apermissive license.[119]LWN speculated that Apple was motivated partly by a desire to avoid GPLv3.[118] TheSamba project also switched to GPLv3, so Apple replacedSamba in their software suite by a closed-source, proprietary software alternative.[120]
The controversy with GPLv3 mirrored a more general philosophical split in the open source community: whether people should hold licenses that aggressively defend user freedoms (as with copyleft) or take a more permissive, collaborative yet ambiguous approach. Supporters applauded GPLv3 for fortifying protections against restrictions imposed by hardware and patent threats,[121] while critics felt it created legal and ideological barriers that complicated its development and made it less appealing to adopt.[122] The fallout helped to raise the acceptance of permissive licenses like the MIT and Apache licenses, especially by commercial software developers.[123]
Skewed prioritization, ineffectiveness and egoism of developers
Leemhuis criticizes theprioritization of skilled developers who − instead of fixing issues in already popular open-source applications and desktop environments − create new, mostly redundant software to gain fame and fortune.[124]
He also criticizes notebook manufacturers for optimizing their own products only privately or creatingworkarounds instead of helping fix the actual causes of the many issues with Linux on notebooks such as the unnecessary power consumption.[124]
Mergers have affected major open-source software.Sun Microsystems (Sun) acquiredMySQL AB, owner of the popular open-sourceMySQL database, in 2008.[125]
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.[126] Partly in response to uncertainty about the future of MySQL, the FOSS communityforked the project into newdatabase systems outside of Oracle's control. These includeMariaDB,Percona, andDrizzle.[127] All of these have distinct names; they are distinct projects and cannot use the trademarked name MySQL.[128]
In August 2010,Oracle suedGoogle, claiming that its use ofJava inAndroid infringed on Oracle's copyrights and patents. In May 2012, the trial judge determined that Google did not infringe on Oracle's patents and 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 partiesstipulated that Google would pay no damages.[129] Oracle appealed to theFederal Circuit, and Google filed across-appeal on the literal copying claim.[130]
According toYochai Benkler, Jack N. and Lillian R. Berkman Professor for Entrepreneurial Legal Studies atHarvard Law School, free software is the most visible part of a new economy ofcommons-based peer production of information, knowledge, and culture. As examples, he cites a variety of FOSS projects, including both free software and open-source.[133]
^FOSS is an inclusive term that covers bothfree software andopen-source software,[1] which despite describing similar development models, have differing cultures and philosophical backgrounds.[2]Free refers to the users' freedom to copy and re-use the software. TheFree Software Foundation, an organization that advocates the free software model, suggests that to understand the concept, one should "think of free as in free speech, not as in free beer". (See"The Free Software Definition". GNU. Retrieved4 February 2010.) Free software focuses on the fundamental freedoms it gives to users, whereas open source software focuses on the perceived strengths of its peer-to-peer development model.[3]
^Crowston, Kevin; Wei, Kangning; Howison, James; Wiggins, Andrea (5 March 2008)."Free/Libre open-source software development: What we know and what we do not know".ACM Computing Surveys.44 (2).Association for Computing Machinery: 7:1–7:35.doi:10.1145/2089125.2089127.ISSN0360-0300. Retrieved15 December 2024.FLOSS is an umbrella term covering a diversity of kinds of software and approaches to development [...] The distinction between free software and open-source software is sometimes controversial, and there are important differences between these two development communities [Kelty 2008]. However, our focus in this article is research on their development processes, which are acknowledged by participants to be largely similar [...], hence our use of this umbrella term.
^abGreenleaf, Graham; Lindsay, David (7 June 2018)."Voluntary Licensing Creating Public Rights".Public Rights: Copyright's Public Domains.Cambridge University Press. pp. 483, 485.doi:10.1017/9781316460214.017.ISBN978-1-107-13406-5. Retrieved15 December 2024.The two predominant strains of FOSS licences are those that comply with the Open Source Initiative's 'Open Source Definition', and those that comply with the Free Software Foundation's 'Free Software Definition' [...] The list of 'open source' licences kept by the OSI, and of 'free' software licences kept by the FSF, are together called FOSS (free and open-source software) licences. All FOSS licences, because they meet the requirements of either OSI or FSF, should also meet our criteria for neutral voluntary licences and thus software licensed under them is part of the public domain.
^Mitchell, Iain G. (2009)."Foreword and statement of purpose: an introduction to IFOSS L. Rev".International Free and Open Source Software Law Review.1 (1): 5.ISSN2666-8106. Retrieved15 December 2024.The Review does not endorse any one licensing model, focus or emphasis, but rather seeks, in an academically rigorous and objective manner, to increase the knowledge and understanding about the legal mechanisms used by all forms of Free and Open Source Software licences. It uses the termFree and Open Source Software to cover both Free Software and Open Source Software. FOSS is a term that can be used without particular bias towards either political approach.
^"The Open Source Definition". 7 July 2006.Archived from the original on 2013-10-15. Retrieved2015-06-20., The Open Source Definition according to the Open Source Initiative
^"Slashdot.org".News.slashdot.org. 16 February 2009.Archived from the original on 17 July 2013. Retrieved23 October 2011.
^Mark (2008-05-08)."The Curse of Open Source License Proliferation". socializedsoftware.com. Archived fromthe original on 2015-12-08. Retrieved2015-11-30.Currently the decision to move from GPL v2 to GPL v3 is being hotly debated by many open source projects. According to Palamida, a provider of IP compliance software, there have been roughly 2489 open source projects that have moved from GPL v2 to later versions.
^Torvalds, Linus."COPYING". kernel.org.Archived from the original on 17 December 2015. Retrieved13 August 2013.Also note that the only valid version of the GPL as far as the kernel is concerned is _this_ particular version of the license (ie v2, not v2.2 or v3.x or whatever), unless explicitly otherwise stated.
^Kerner, Sean Michael (2008-01-08)."Torvalds Still Keen On GPLv2". internetnews.com.Archived from the original on 2015-02-12. Retrieved2015-02-12."In some ways, Linux was the project that really made the split clear between what the FSF is pushing which is very different from what open source and Linux has always been about, which is more of a technical superiority instead of a -- this religious belief in freedom," Torvalds told Zemlin. "So, the GPL Version 3 reflects the FSF's goals and the GPL Version 2 pretty closely matches what I think a license should do and so right now, Version 2 is where the kernel is."
^corbet (2006-10-01)."Busy busy busybox". lwn.net.Archived from the original on 2016-01-07. Retrieved2015-11-21.Since BusyBox can be found in so many embedded systems, it finds itself at the core of the GPLv3 anti-DRM debate. [...]The real outcomes, however, are this: BusyBox will be GPLv2 only starting with the next release. It is generally accepted that stripping out the "or any later version" is legally defensible, and that the merging of other GPLv2-only code will force that issue in any case
^Landley, Rob (2006-09-09)."Re: Move GPLv2 vs v3 fun..." lwn.net.Archived from the original on 2016-01-07. Retrieved2015-11-21.Don't invent a straw man argument please. I consider licensing BusyBox under GPLv3 to be useless, unnecessary, overcomplicated, and confusing, and in addition to that it has actual downsides. 1) Useless: We're never dropping GPLv2.
^Prokoudine, Alexandre (26 January 2012)."What's up with DWG adoption in free software?". librearts.org. Retrieved2025-03-09.[Blender's Toni Roosendaal:] "Blender is also still 'GPLv2 or later'. For the time being we stick to that, moving to GPL 3 has no evident benefits I know of."
^Denis-Courmont, Rémi."VLC media player to remain under GNU GPL version 2". videolan.org.Archived from the original on 2015-11-22. Retrieved2015-11-21.In 2001, VLC was released under the OSI-approved GNU General Public version 2, with the commonly-offered option to use "any later version" thereof (though there was not any such later version at the time). Following the release by the Free Software Foundation (FSF) of the new version 3 of its GNU General Public License (GPL) on the 29th of June 2007, contributors to the VLC media player, and other software projects hosted at videolan.org, debated the possibility of updating the licensing terms for future version of the VLC media player and other hosted projects, to version 3 of the GPL. [...] There is strong concern that these new additional requirements might not match the industrial and economic reality of our time, especially in the market of consumer electronics. It is our belief that changing our licensing terms to GPL version 3 would currently not be in the best interest of our community as a whole. Consequently, we plan to keep distributing future versions of VLC media player under the terms of the GPL version 2.
Casson, Tony; Ryan, Patrick S. (May 1, 2006). "Open Standards, Open Source Adoption in the Public Sector, and Their Relationship to Microsoft's Market Dominance". In Bolin, Sherrie (ed.).Standards Edge: Unifier or Divider?. Sheridan Books. p. 87.ISBN978-0974864853.SSRN1656616.
Fisher, Franklin M.; McKie, James W.; Mancke, Richard B. (1983).IBM and the U.S. Data Processing Industry: An Economic History. Praeger.ISBN978-0-03-063059-0.