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- - - - - Free Software Development HOWTO - - - Benjamin - Mako - Hill - -
- mako@debian.org -
- - - - - - v0.01 - 1 January 2001 - bch - - Initial Release - - - - - - - fswd - - - - This HOWTO is designed for people with experience in programming - and some skills in managing a software project but who are new to - the world of Free Software. This document is meant to act as a - guide to the non-technical aspects of programming and is meant as - a crash course in the people skills that can make or break a free - software project. - - - - - - - - - Introduction - - - fswd!introduction - - - - For various reasons this brand new release is codenamed the - release release. - - - - New code names will appear as per industry standard - guidelines to emphasize the state-of-the-art-ness of this - document. - - - - This document was written when I read a feedback asking for a - template to fill in to make new HOWTOs. This template was - initially made by extracting the skeletal structure of the Multi - Disk HOWTO which is a rather large HOWTO. It then went through - extensive editing. - - - - Stating the background is a simple way to getting started - writing the intro. - - - - First of all we need a bit of legalese. Recent development - shows it is quite important. - - - - - - Copyright Information - - - This document is copyrighted (c) 2000 Stein Gjoen and is - distributed under the terms of the Linux Documentation Project - (LDP) license, stated below. Replace with your name, - or supply a new license, when you use this skeleton for a new - HOWTO. - - - - Unless otherwise stated, Linux HOWTO documents are - copyrighted by their respective authors. Linux HOWTO documents may - be reproduced and distributed in whole or in part, in any medium - physical or electronic, as long as this copyright notice is - retained on all copies. Commercial redistribution is allowed and - encouraged; however, the author would like to be notified of any - such distributions. - - - - All translations, derivative works, or aggregate works - incorporating any Linux HOWTO documents must be covered under this - copyright notice. That is, you may not produce a derivative work - from a HOWTO and impose additional restrictions on its - distribution. Exceptions to these rules may be granted under - certain conditions; please contact the Linux HOWTO coordinator at - the address given below. - - - - In short, we wish to promote dissemination of this - information through as many channels as possible. However, we do - wish to retain copyright on the HOWTO documents, and would like to - be notified of any plans to redistribute the HOWTOs. - - - - If you have any questions, please contact - linux-howto@metalab.unc.edu - - - - - - - Disclaimer - - - No liability for the contents of this documents can be accepted. - Use the concepts, examples and other content at your own risk. - As this is a new edition of this document, there may be errors - and inaccuracies, that may of course be damaging to your system. - Proceed with caution, and although this is highly unlikely, - the author(s) do not take any responsibility for that. - - - - All copyrights are held by their by their respective owners, unless - specifically noted otherwise. Use of a term in this document - should not be regarded as affecting the validity of any trademark - or service mark. - - - - Naming of particular products or brands should not be seen - as endorsements. - - - - You are strongly recommended to take a backup of your system - before major installation and backups at regular intervals. - - - - - - - New Versions - - - (your index root)!news on - - - - This is where you make a summary of what is new. When a - HOWTO exceeds 20 pages it takes more than a casual read to find - the updates. This is where you help your readers with that, - alerting them to specific and important updates to the document. - - - - This is the initial release. - - - - Tell people where the document home page is so the very - newest release could be found in case of problems with the main - Linux Documentation - Project homepage. - - - - The following is a sample from the Multi Disk HOWTO: - - - - The latest version number of this document can be - gleaned from my plan entry if you - - finger my Nyx account. - - - - If you have the capability, it would be nice to - make the HOWTO available in a number of formats. - - - - The newest version of this HOWTO will always be made available on - my website, in a variety of formats: - - - - - - - HTML. - - - - - - plain text. - - - - - - compressed - postscript (US letter format). - - - - - - SGML source. - - - - - - - Note that paper sizes vary in the world, A4 and US letter differ - significantly. You might also wish to consider using the - universal format (8.27x11in; 210x279mm). - - - - - - - Credits - - - It is always nice to acknowledge people who help you - with input; it is also regarded by many as important in the - Linux world new economy. - - - - In this version I have the pleasure of acknowledging: - - - - name (at) site.org - - - - Please scramble the addresses so email harvesters - cannot get addresses from your HOWTO and then spam people. That - has happened in the past. - - - - Somecompany is acknowledged for sending me - documentation on their gizmos as well as permission to quote from - the material. These quotes have been approved before appearing - here and will be clearly labeled. - - - - - - - Feedback - - - Feedback is most certainly welcome for this document. Without - your submissions and input, this document wouldn't exist. Please - send your additions, comments and criticisms to the following - email address : sgjoen@nyx.net. - - - - - - - Translations - - - Not everyone speaks English, pointers to translations are nice. - Also your translators tend to give very important inputs. - - - - - - - - German Translation - by someone (at) somewhere.de - - - - - - French Translation - by someone (at) somewhere.fr - - - - - - Italian Translation - by someone (at) somewhere.it - - - - - - - - - - - - - - Starting a Project - - - - - Choosing a Project - - - - - - Deciding on a License - - - - - - Choosing a Method of Version Numbering - - - - - - Documentation - - - - - - Other Presentation Issues - - - - - - Nuturing Future Development - - - - - - - - - - Maintaining a Project: Interacting with Developers - - - - - Delegating Work - - - - - - Stable and Development Branches - - - - - - Freezing - - - - - - Avoiding the Code Cram Effect - - - - - - Accepting and Rejecting Patches - - - - - - - Maintaining a Project: Interacting with Users - - - - - Announcing Your Project - - - - - - Testing and Testers - - - - - - - Samples - - - This section gives some simple SGML examples you could - use. Read the SGML source to see how it was done. - - - - Further information and examples can be obtained from the publication - DocBook: The Definitive - Guide. Written by Norman Walsh - and Leonard Muellner; 1st Edition, October 1999. - - - - - - Lists - - - Lists are used frequently, and are available in a number - of formats shown below. - - - - A list in which each entry is marked with a bullet or other dingbat: - - - - - - - Apples - - - - Oranges - - - - Bananas - - - - - - - A list in which each entry is composed of a set of one or more - terms and an associated description: - - - - - - - Fruits - - such as apples, oranges, and more. - - - - - Nuts - - Don't eat too many; you are what you eat. - - - - - Vegetables - - Potatos are spelled with care. - - - - - - - - A list in which each entry is marked with a sequentially - incremented label: - - - - - - - Step one - - - - Step two - - - - - - - - - - Links - - - Links can be used within your documents to refer to - different sections and chapters or to refer to documents external - to yours. - - - - Internal links - - - Click on the link to jump to the top of - this chapter. Note the anchor at the section tag. - - - - - External links - - - Click on this link - to jump to the LDP site. Note you can use http, ftp, news and - other protocols in the locator if required. - - - - - - - - - Images - - - Avoid diagrams if possible as this cannot be rendered - in the ASCII outputs which are still needed by many around the - world. - - - -
- Graphics Test Image - -
- - - - Here is another variation which allows for ALT text: - - - - - - - - - - - - ALT text to be used: Green Ball - - - - - - Caption for the graphic goes here: This is a Green Ball. - - - - - - - - - - - - - - - Structure - - - A quick overview on how all parts fit together in the overall - structure. An example from the Multi Disk HOWTO is used. - - - - As this type of document is supposed to be as much for learning as - a technical reference document I have rearranged the structure to - this end. For the designer of a system it is more useful to have - the information presented in terms of the goals of this exercise - than from the point of view of the logical layer structure of the - devices themselves. Nevertheless this document would not be - complete without such a layer structure the computer field is so - full of, so I will include it here as an introduction to how it - works. - - - - - - Logical structure - - - disk!structure, I/O subsystem - - - - This is based on how each layer access each other, traditionally - with the application on top and the physical layer on the bottom. - It is quite useful to show the interrelationship between each of - the layers used in controlling drives. - - - ___________________________________________________________ - |__ File structure ( /usr /tmp etc) __| - |__ File system (ext2fs, vfat etc) __| - |__ Volume management (AFS) __| - |__ RAID, concatenation (md) __| - |__ Device driver (SCSI, IDE etc) __| - |__ Controller (chip, card) __| - |__ Connection (cable, network) __| - |__ Drive (magnetic, optical etc) __| - ----------------------------------------------------------- - - - - - In the above diagram both volume management and RAID and - concatenation are optional layers. The 3 lower layers are in - hardware. All parts are discussed at length later on in this - document. - - - - - - - Document structure - - - Most users start out with a given set of hardware and some plans - on what they wish to achieve and how big the system should be. - This is the point of view I will adopt in this document in - presenting the material, starting out with hardware, continuing - with design constraints before detailing the design strategy that - I have found to work well. I have used this both for my own - personal computer at home, a multi purpose server at work and - found it worked quite well. In addition my Japanese co-worker in - this project have applied the same strategy on a server in an - academic setting with similar success. - - - - Finally at the end I have detailed some configuration tables for - use in your own design. If you have any comments regarding this - or notes from your own design work I would like to hear from you - so this document can be upgraded. - - - - - - - Reading plan - - - As you go beyond 50 pages or so there will be a lot of - text that experts and even the experienced do not need to read. - Keeping in mind that we wish to care for all kinds of people in - the Linux world we might have to make a reading plan. Again, - an example follows from the Multi Disk HOWTO. - - - - Although not the biggest HOWTO it is nevertheless rather big - already and I have been requested to make a reading plan to make - it possible to cut down on the volume. - - - - - - - Expert - - - (aka the elite). If you are familiar with Linux as well as - disk drive technologies you will find most of what you need in - the appendices. Additionally you are recommended to read the - FAQ and the chapter. - - - - - - Experienced - - - (aka Competent). If you are familiar with computers in - general you can go straight to the chapters on - and continue from there on. - - - - - - Newbie - - - (mostly harmless). You just have to read the whole thing. - Sorry. In addition you are also recommended to read all the - other disk related HOWTOs. - - - - - - - - - - - - - - - - - Technologies - - - (your index root)!technologies - - - - Introduction of technology for the newbie with a few - references to detailed works. Remember that not everyone has - Internet access so you have to explain in sufficient details so - even the newbie can get by. - - - - - - - - - - - Implementation - - - (your index root)!implementation - - - - Now your readers should have a sufficient knowledge of - what this is about and now we come to the hands on of implementing - your clever scheme. - - - - - - - - - - - Maintenance - - - (your index root)!maintenance - - - - Few systems and designs are maintenance free, here you - explain how to keep the system running. - - - - - - - - - - - Advanced Issues - - - (your index root)!advanced topics - - - - You can get most things up and running in a quick and - dirty fashion, useful for testing and getting used to how things - work. For more serious use you would need to be a little more - advanced. This is the place to explain it all, if applicable. - - - - - - - - - - - Further Information - - - (your index root)!information resources - - - - A HOWTO cannot describe everything, some times the user - has to venture out on th enet to get more information or just - updates. Here is the place to tell where and how. Again examples - from the Multi Disk HOWTO, replace as needed. There is wealth - of information one should go through when setting up a major system, - for instance for a news or general Internet service provider. The - FAQs in the following groups are useful: - - - - - - News groups - - - disk!information resources!news groups - - - Some of the most interesting news groups are: - - - - - - Storage. - - - - - - PC storage. - - - - - - AFS. - - - - - - SCSI. - - - - - - Linux setup. - - - - - - - - Most newsgroups have their own FAQ that are designed to answer most - of your questions, as the name Frequently Asked Questions indicate. - Fresh versions should be posted regularly to the relevant newsgroups. - If you cannot find it in your news spool you could go directly to the - FAQ main archive FTP site. - The WWW versions can be browsed at the - FAQ - main archive WWW site. - - - - Some FAQs have their own home site, of particular interest: - - - - - - SCSI FAQ - and - - - - - - comp.arch.storage FAQ. - - - - - - - - - - - Mailing Lists - - - disk!information resources!mailing lists - - - - These are low-noise channels mainly for developers. Think twice - before asking questions there as noise delays the development. - Some relevant lists are linux-raid, - linux-scsi and linux-ext2fs. Many - of the most useful mailing lists run on the vger.rutgers.edu server but this is - notoriously overloaded, so try to find a mirror. There are some - lists mirrored at The Redhat - Home Page. Many lists are also accessible at linuxhq, and the - rest of the web site contains useful information as well. - - - - If you want to find out more about the lists available you can send - a message with the line lists to the list server - at majordomo@vger.rutgers.edu. - If you need help on how to use the mail server just send the line - help to the same address. Due to the - popularity of this server it is likely it takes a bit to time before - you get a reply or even get messages after you send a - subscribe command. - - - - There is also a number of other majordomo list servers that can - be of interest such as the EATA driver list - (linux-eata@mail.uni-mainz.de) - and the Intelligent IO list linux-i2o@dpt.com. - - - - Mailing lists are in a state of flux but you can find links to a - number of interesting lists from the - Linux Documentation - Homepage. - - - - - - - HOWTO - - - disk!information resources!HOWTOs - - - - These are intended as the primary starting points to get the - background information as well as show you how to solve a - specific problem. Some relevant HOWTOs are - Bootdisk, - Installation, - SCSI and - UMSDOS. The main site for these is the - LDP archiveat - Metalab (formerly known as Sunsite). - - - - There is a a new HOWTO out that deals with setting up a DPT RAID - system, check out the - DPT RAID - HOWTO homepage. - - - - - - - Local Resources - - - disk!information resources!local - - - - In most distributions of Linux there is a document directory - installed, have a look in the /usr/doc - directory. where most packages store their main documentation and - README files etc. Also you will here find the HOWTO archive - (/usr/doc/HOWTO) of ready formatted HOWTOs - and also the mini-HOWTO archive - (/usr/doc/HOWTO/mini) of plain text - documents. - - - - Many of the configuration files mentioned earlier can be found in - the /etc directory. In particular you will - want to work with the /etc/fstab file that - sets up the mounting of partitions and possibly also - /etc/raidtab file that is used for the - md system to set up RAID. - - - - The kernel source in /usr/src/linux is, of - course, the ultimate documentation. In other words, use - the source, Luke. It should also be pointed out that the - kernel comes not only with source code which is even commented - (well, partially at least) but also an informative - /usr/src/linux/Documentation. If you are - about to ask any questions about the kernel you should read this - first, it will save you and many others a lot of time and - possibly embarrassment. - - - - Also have a look in your system log file - (/var/log/messages) to see what is going on - and in particular how the booting went if too much scrolled off - your screen. Using tail -f /var/log/messages - in a separate window or screen will give you a continuous update - of what is going on in your system. - - - - You can also take advantage of the /proc - file system that is a window into the inner workings of your - system. Use cat rather than - more to view the files as they are reported as - being zero length. Reports are that less works - well here. - - - - - - - Web Sites - - - disk!information resources!WWW - - - disk!information resources!web pages - - - - There are a huge number of informative web sites available. By - their very nature they change quickly so do not be surprised - if these links become quickly outdated. - - - - A good starting point is of course the - Linux Documentation - Project home page, an information central for - documentation, project pages and much more. - - - - Please let me know if you have any other leads that can be - of interest. - - - - - - - - - - - - Getting Help - - - (your index root)!assistance, obtaining - - - - In the end you might find yourself unable to solve your problems - and need help from someone else. The most efficient way is either - to ask someone local or in your nearest Linux user group, search - the web for the nearest one. - - - - Another possibility is to ask on Usenet News in one of the many, - many newsgroups available. The problem is that these have such a - high volume and noise (called low signal-to-noise ratio) that your - question can easily fall through unanswered. - - - - No matter where you ask it is important to ask well or you will - not be taken seriously. Saying just my disk - does not work is not going to help you and instead the - noise level is increased even further and if you are lucky someone - will ask you to clarify. - - - - Instead describe your problems in some detail that will enable - people to help you. The problem could lie somewhere you did not - expect. Therefore you are advised to list the following information - about your system: - - - - - - - Hardware - - - - - Processor - - - - DMA - - - - IRQ - - - - Chip set (LX, BX etc) - - - - Bus (ISA, VESA, PCI etc) - - - - - Expansion cards used (Disk controllers, video, IO - etc.) - - - - - - - - - - Software - - - - - - BIOS (On motherboard and possibly SCSI host adapters) - - - - LILO, if used - - - - - Linux kernel version as well as possible modifications - and patches - - - - - Kernel parameters, if any - - - - - Software that shows the error (with version number - or date) - - - - - - - - - - - Peripherals - - - - - - - Type of disk drives with manufacturer name, version and type - - - - - Other relevant peripherals - - - - - - - - - - - - Remember that booting text is logged to - /var/log/messages which can answer most of - the questions above. Obviously if the drives fail you might not be - able to get the log saved to disk but you can at least scroll - back up the screen using the SHIFT and - PAGE UP keys. It may also be useful to include - part of this in your request for help but do not go overboard, - keep it brief as a complete log file dumped - to Usenet News is more than a little annoying. - - - - - - - - - - - Concluding Remarks - - - (your index root)!conclusion - - - - Just summing up... Also a place for general - recommendations. - - - - - - - - - - - Questions and Answers - - - (your index root)!FAQ - - - (your index root)!frequently asked questions - - - - Check the newsgroups and try to determine some frequent - problems and cover them here. Again an example from the Multi Disk - HOWTO. - - - - This is just a collection of what I believe are the most common - questions people might have. Give me more feedback and I will turn - this section into a proper FAQ. - - - - - - - Q:How many physical disk drives (spindles) does a Linux system need? - - - - A: Linux can run just fine on one drive (spindle). Having - enough RAM (around 32 MB, and up to 64 MB) to support swapping - is a better price/performance choice than getting a second - disk. (E)IDE disk is usually cheaper (but a little slower) than - SCSI. - - - - - - Q: Are there any disadvantages in this scheme? - - - - A: There is only a minor snag: if even a single partition - overflows the system might stop working properly. The severity - depends of course on what partition is affected. Still this is - not hard to monitor, the command df gives - you a good overview of the situation. Also check the swap - partition(s) using free to make sure you are - not about to run out of virtual memory. - - - - - - Q: OK, so should I split the system into as many partitions as - possible for a single drive? - - - - A: No, there are several disadvantages to that. First of all - maintenance becomes needlessly complex and you gain very little - in this. In fact if your partitions are too big you will seek - across larger areas than needed. This is a balance and - dependent on the number of physical drives you have. - - - - - - - Greg Leblanc: Depending on how big this FAQ gets, perhaps it - would be worthwhile to have, say, the 5 most FAQ, and put the - rest into an external FAQ. Dunno. Comments? - - - (rest deleted.) - - - - - - - - - - - Bits and Pieces - - - disk!miscellaneous - - - - This is basically a section where I stuff all the bits I have not - yet decided where should go, yet that I feel is worth knowing - about. It is a kind of transient area. - - - - - - - - - - - Examples - - - (your index root)!examples - - - - Example designs and sample configuration files and other - relevant details is always handy - - - - - - -
- - + + + +
+ + + + + Free Software Project Management HOWTO + + + Benjamin + Mako + Hill + +
+ mako@atdot.cc +
+ + + + + + v0.3.3 + 22 August 2008 + bmh + + + + v0.3.2 + 15 April 2002 + bmh + + + + v0.3.1 + 18 June 2001 + bmh + + + + v0.3 + 5 May 2001 + bmh + + + + v0.2.1 + 10 April 2001 + bmh + + + + v0.2 + 8 April 2001 + bmh + + + + v0.01 + 27 March 2001 + bmh + Initial Release + + + + + + fswd + + + + This HOWTO is designed for people with experience in programming + and some skills in managing a software project but who are new to + the world of free software. This document is meant to act as a + guide to the non-technical aspects of free software project + management and was written to be a crash course in the people + skills that aren't taught to commercial coders but that can make + or break a free software project. + + + + + + + + + Introduction + + + fswd!introduction + + + + Skimming through freshmeat.net provides mountains of reasons for this + HOWTO's existence--the Internet is littered with excellently + written and useful programs that have faded away into the universe + of free software forgottenness. This dismal scene made me ask + myself, "Why?" + + + + This HOWTO tries to do a lot of things (probably too many), but it + can't answer that question and won't attempt it. What this HOWTO + will attempt to do is give your Free Software project a fighting + chance--an edge. If you write a piece of crap that no one is + interested in, you can read this HOWTO until you can recite it in + your sleep and your project will probably fail. Then again, you can + write a beautiful, relevant piece of software and follow every + instruction in this HOWTO and your software may still not make + it. Sometimes life is like that. However, I'll go out a limb and + say that if you write a great, relevant pieces of software and + ignore the advise in this HOWTO, you'll probably fail + more often. + + + + A lot of the information in this HOWTO is best called common + sense. Of course, as any debate on interfaces will prove, what is + common sense to some programmers proves totally unintuitive to + others. After explaining bits and pieces of this HOWTO to Free + Software developers on several occasions, I realized that writing + this HOWTO might provide a useful resource and a forum for + programmers to share ideas about what has and has not worked for + them. + + + + As anyone involved in any of what seems like an unending parade of + ridiculous intellectual property clashes will attest to, a little + bit of legalese proves important. + + + + + + Copyright Information + + + This document is copyrighted (c) 2000-2008 Benjamin Mako Hill and is + distributed under the terms of the GNU Free + Documentation License. + + + + Permission is granted to copy, distribute and/or modify this + document under the terms of the GNU Free Documentation + License, Version 1.2 or any later version + published by the Free Software Foundation with no Invariant + Sections, no Front-Cover Texts, and no Back-Cover Texts. A copy + of the license can be found in . + + + + + + + Disclaimer + + + No liability for the contents of this documents can be accepted. + Use the concepts, examples and other content at your own risk. As + this is a new edition of this document, there may be errors and + inaccuracies, that may of course be damaging to your project (and + potentially your system). Proceed with caution, and although this + is highly unlikely, the author(s) does not take any responsibility + for that. + + + + All copyrights are held by their by their respective owners, unless + specifically noted otherwise. Use of a term in this document + should not be regarded as affecting the validity of any trademark + or service mark. + + + + Naming of particular products or brands should not be seen + as endorsements. + + + + + + + + New Versions + + + This version is the part of the third pre-release cycle of this + HOWTO. It is written to be released to developers for critique and + brainstorming. While the HOWTO is now several years old, please keep + in mind that this version of the HOWTO is still in an "early" stage + and will continue to be revised extensively. + + + + The latest version number of this document should always be listed + on the projects + homepage. + + + + The newest version of this HOWTO will always be made available at + the same website, in a variety of formats: + + + + + + + + HTML. + + + + + + + HTML (single page). + + + + + + plain text. + + + + + + Compressed postscript. + + + + + + Compressed SGML source. + + + + + + + + + + Credits + + + In this version I have the pleasure of acknowledging: + + + Fellow Debian developers Martin Michlmayr and Vivek + Venugopalan who sent me information and links to extremely + interesting articles. I've added both to the bibliography and I've + added information from each into the HOWTO. Thanks to Andrew Shugg + who pointed out several errors in the document. Also, a big thanks + to Sung Wook Her (AKA RedBaron) who is doing the first translation + of the HOWTO into Korean. I've been happy to see that people have + enjoyed and benefited from the HOWTO so far. + + + Older thanks that I don't want to take out yet include: Josh + Crawford, Andy King, and Jaime Davila who all read through this in + entirety and gave me feedback that has helped me make changes and + improvements to this document. I can't thank you guys enough for + your help. An extra Thank You goes to Andy King who + who read through this several times and submitted patches to make + life easier for me. + + + + Karl Fogel, the author of Open Source Development with + CVS published by the Coriolis Open Press. Large parts + of his book are available on the web. 225 pages of + the book are available under the GPL and constitute the best + tutorial on CVS I've ever seen. The rest of the book covers, + the challenges and philosophical issues inherent in running + an Open Source project using CVS. The book does a good job + of covering some of the subjects brought up in this HOWTO and much + more. The book's + website has information on ordering the book and provides + several translations of the chapters on CVS. If you are seriously + interested in running a Free Software project, you want this + book. I tried to mention Fogel in sections of this HOWTO where I + knew I was borrowing directly from his ideas. If I missed any, I'm + sorry. I'll try and have those fixed in future versions. + + + + Karl Fogel can be reached at kfogel (at) red-bean (dot) + com + + + + Also providing support material, and inspiration for this HOWTO is + Eric S. Raymond for his prolific, consistent, and carefully + crafted arguments and Lawrence Lessig for reminding me of the + importance of Free Software. Additionally, I want to thank every + user and developer involved with the Debian Project. The project + has provided me with a home, a place to practice free software + advocacy, a place to make a difference, a place to learn from + those who have been involved with the movement much longer than I, + and proof of a free software project that definitely, definitely + works. + + + + Above all, I want to thank Richard Stallman + for his work at the Free Software Foundation and for never giving + up. Stallman provides and articulates the philosophical basis that + attracts me to free software and that drives me toward writing a + document to make sure it succeeds. RMS can always be emailed at + rms (at) gnu (dot) org. + + + + + + + + Feedback + + + Feedback is always and most certainly welcome for this + document. Without your submissions and input, this document + wouldn't exist. Do you feel that something is missing? Don't + hesitate to contact me to have me write a chapter, section, or + subsection or to write one yourself. I want this document to be a + product of the Free Software development process that it heralds + and I believe that its ultimate success will be rooted in its + ability to do this. Please send your additions, comments, and + criticisms to the following email address: + mako@atdot.cc. + + + + + + + Translations + + + I know that not everyone speaks English. Translations are nice and + I'd love for this HOWTO to gain the kind of international reach + afforded by translated versions. + + + + This HOWTO has graciously translated into German by Robert F. + Schmitt. That copy is accessible in the following formats: + + + + + + HTML (single page). + + + + + + Restructured Text Source. + + + + + + If you would like to help with or do a translation, you will gain my + utmost respect and admiration and you'll get to be part of a cool + process. If you are at all interested, please don't hesitate to + contact me at: mako@atdot.cc. + + + + + + + + + + Starting a Project + + + fswd!starting + + + With very little argument, the beginning is the most difficult + period in a project's life to do successful free software project + management. Laying a firm foundation will determine whether your + project flourishes or withers away and dies. It is also the subject + that is of most immediate interest to anyone reading this document + as a tutorial. + + + + Starting a project involves a dilemma that you as a developer must + try and deal with: no potential user for your program is interested + in a program that doesn't work, while the development process that + you want to employ holds involvement of users as imperative. + + + + It is in these dangerous initial moments that anyone working to + start a free software project must try and strike a balance along + these lines. One of the most important ways that someone trying to + start a project can work toward this balance is by establishing a + solid framework for the development process through some of the + suggestions mentioned in this section. + + + + + + + Choosing a Project + + + If you are reading this document, there's a good chance you + already have an idea for a project in mind. Chances are also + pretty good that it fills a perceived gap by doing something that + no other free software project does or by doing something in a way + that is unique enough to necessitate a brand new piece of + software. + + + + Identify and articulate your idea + + Eric S. Raymond writes about how free software projects start in + his essay, The + Cathedral and the Bazaar, which comes as required + reading for any free software developer. It is available online . + + + + In The Cathedral and the Bazaar, Raymond tells us + that: every good work of software starts by scratching + a developers itch. Raymond's now widely accepted + hypothesis is that new free software programs are written, first + and foremost, to solve a specific problem facing the developer. + + + + If you have an idea for a program in mind, chances are good that + it targets a specific problem or itch you want to + see scratched. This idea is the project. + Articulate it clearly. Write it out. Describe the problem you + will attack in detail. The success of your project in tackling a + particular problem will be tied to your ability to identify that + problem clearly early on. Find out exactly what it is that you + want your project to do. + + + + Monty Manley articulates the importance of this initial step in + an essay, Managing + Projects the Open Source Way. As the next section + will show, there is a lot of work that needs + to be done before software is even ready to be coded. Manley + says, Beginning an OSS project properly means that a + developer must, first and foremost, avoid writing code too + soon! + + + + + Evaluate your idea + + + In evaluating your idea, you need to first ask yourself a few + questions. This should happen before you move any further + through this HOWTO. Ask yourself: Is the free software + development model really the right one for your + project? + + + + Obviously, since the program scratches your itch, you are + definitely interested in seeing it implemented in code. But, + because one hacker coding in solitude fails to qualify as a free + software development effort, you need to ask yourself a second + question: Is anybody else interested? + + + + Sometimes the answer is a simple no. If you want + to write a set of scripts to sort your + MP3 collection on your + machine, maybe the free software development + model is not the best one to choose. However, if you want to + write a set of scripts to sort anyone's + MP3s, a free software project might fill a + useful gap. + + + + Luckily, the Internet is a place so big and so diverse that, + chances are, there is someone, somewhere, who shares your + interests and who feels the same itch. It is the + fact that there are so many people with so many similar needs and + desires that introduces the third major question: Has + somebody already had your idea or a reasonably similar + one? + + + + Finding Similar Projects + + + There are places you can go on the web to try and answer the + question above. If you have experience with the free software + community, you are probably already familiar with many of these + sites. All of the resources listed below offer searching of + their databases: + + + + + + freshmeat.net + + freshmeat.net + describes itself as, the Web's largest index of Linux + and Open Source software and its reputation along + these lines is totally unparalleled and unquestioned. If you + can't find it on freshmeat, its doubtful that you (or anyone + else) will find it at all. + + + + + Slashdot + + Slashdot + provides News for Nerds. Stuff that matters, + which usually includes discussion of free software, open + source, technology, and geek culture news and events. It is + not unusual for a particularly sexy development effort to be + announced here, so it is definitely worth checking. + + + + + SourceForge + + SourceForge + houses and facilitates a growing number of open source and + free software projects. It is also quickly becoming a nexus + and a necessary stop for free software + developers. SourceForge's software + map and new + release pages should be necessary stops before + embarking on a new free software project. SourceForge also + provides a Code Snippet + Library which contains useful reusable chunks of code + in an array of languages which can come in useful in any + project. + + + + + Google and Google's Linux Search + + Google and + Google's Linux + Search, provides powerful web searches that may reveal + people working on similar projects. It is not a catalog of + software or news like freshmeat or Slashdot, but it is worth + checking to make sure you aren't pouring your effort into a + redundant project. + + + + + + + + + Deciding to Proceed + + Once you have successfully charted the terrain and have an idea + about what kinds of similar free software projects exist, every + developer needs to decide whether to proceed with their own + project. It is rare that a new project seeks to accomplish a + goal that is not at all similar or related to the goal of + another project. Anyone starting a new project needs to ask + themselves: Will the new project be duplicating work done + by another project? Will the new project be competing for + developers with an existing project? Can the goals of the new + project be accomplished by adding functionality to an existing + project? + + + + If the answer to any of these questions is yes, + try to contact the developer of the existing project(s) in + question and see if he or she might be willing to collaborate + with you. + + + + For many developers this may be the single most difficult aspect + of free software project management, but it is an essential one. It is + easy to become fired up by an idea and get caught up in the + momentum and excitement of a new project. It is often extremely + difficult to do, but it is important that any free software + developer remembers that the best interests of the free software + community and the quickest way to accomplish your own project's + goals and the goals of similar projects can often be + accomplished by not starting a new + development effort. + + + + + + + + + + Naming your project + + + While there are plenty of projects that fail with descriptive + names and plenty that succeed without them, I think naming your + project is worth giving a bit of thought. Leslie Orchard tackles + this issue in an Advogato + article. His article is short and definitely worth looking + over quickly. + + + + The synopsis is that Orchard recommends you pick a name where, + after hearing the name, many users or developers will both: + + + + + + Know what the project does. + + + Remember it tomorrow. + + + + + + Humorously, Orchard's project, Iajitsu, does + neither. It is probably unrelated that development has effectively + frozen since the article was written. + + + + He makes a good point though. There are companies whose only job + is to make names for pieces of software. They make + ridiculous amount of money doing it and are + supposedly worth it. While you probably can't afford a company like + this, you can afford to learn from their existence and think a + little bit about the name you are giving your project because it + does matter. + + + + If there is a name you really want but it doesn't fit Orchard's + criteria, you can still go ahead. I thought gnubile + was one of the best I'd heard for a free software project ever and + I still talk about it long after I've stopped using the + program. However, if you can be flexible on the subject, listen to + Orchard's advice. It might help you. + + + + + + + Licensing your Software + + + On one (somewhat simplistic) level, the difference between a piece + of free software and a piece of propriety software is the + license. A license helps you as the developer by protecting your + legal rights to have your software distributed under your terms + and helps demonstrate to those who wish to help you or your + project that they are encouraged to join. + + + + Choosing a license + + + Any discussion of licenses is also sure to generate at least a + small flame war as there are strong feelings that some free + software licenses are better than others. This discussion also + brings up the question of Open Source Software and + the debate over the terms Open Source Software and + Free Software. However, because I've written the + Free Software Project Management HOWTO and not the Open Source + Software Project Management HOWTO, my own allegiances in this + argument are in the open. + + + + In attempting to reach a middle ground through diplomacy without + sacrificing my own philosophy, I will recommend picking any + license that conforms to the Debian Free Software + Guidelines. Originally compiled by the Debian project + under Bruce Perens, the DFSG forms the first + version of the Open + Source Definition. Examples of free licenses given by the + DFSG are the GPL, the + BSD, and the Artistic License. As ESR mentions + in his his HOWTO, don't write your own + license if at all possible. The three licenses I mention all have + long interpretive traditions. They are also definitely free + software (and can therefore be distributed as part of Debian and + in other places that permit the transfer of free software). + + + + Conforming to the definition of free software offered by Richard + Stallman in The Free + Software Definition, any of these licenses will + uphold, users' freedom to run, copy, distribute, study, + change and improve the software. There are plenty of + other licenses that also conform to the DFSG + but sticking with a more well-known license will offer the + advantage of immediate recognition and understanding. Many + people write three or four sentences in a COPYING file and assume + that they have written a free software license--as my long + experience with the debian-legal mailing professes, this is very + often not the case. + + + + In attempting a more in-depth analysis, I agree with Karl Fogel's + description of licenses as falling into two groups: those that + are the GPL and those that are not the + GPL. + + + + Personally, I license all my software under the + GPL. Created and protected by the Free + Software Foundation and the GNU Project, the + GPL is the license for the Linux kernel, + GNOME, Emacs, and the vast majority of GNU/Linux software. It's + the obvious choice but I also believe it is a good one. Any BSD + fanatic will urge you to remember that there is a viral aspect to + the GPL that prevents the mixture of + GPL'ed code with non-GPL'ed + code. To many people (myself included), this is a benefit, but to + some, it is a major drawback. + + + + Many people write three or four sentences in a COPYING file and + assume that they have written a free software license--as my long + experience with the debian-legal mailing professes, this is very + often not the case. It may not protect you, it may not protect + your software, and it may make things very difficult for people + that want to use your software but who pay a lot of attention to + the subtle legal points of licenses. If you are passionate about + a home-brewed license, run it by either people at OSI or the debian-legal mailing + list first protect yourself from unanticipated + side-effects of your license. + + + + The three major licenses can be found at the following locations: + + + + + + The GNU + General Public License + + + The + BSD License + + + The Artistic + License + + + + + + In any case, please read through any license before + your release your software under it. As the primary developer, + you can't afford any license surprises. + + + + + The mechanics of licensing + + + The text of the GPL offers a good + description of the mechanics of applying a license to a + piece of software. My quick checklist for applying a license + includes: + + + + + + + Make yourself or the FSF the copyright holder for the + work. In a few rare cases, you might want to make a sponsoring + organization (if it's big and powerful enough) the copyright + holder instead. Doing this is as simple as putting the name in + the blank when you modify the notice of copyright + below. Contrary to popular belief, you don't need to file with + any organization. The notice alone is enough to copyright your + work. + + + + If at all possible, attach and distribute a full copy of + the license with the source and binary by including a separate + file. + + + + At the top of each source file in your program, attach a + notice of copyright and include information on where the full + license can be found. The GPL recommends + that each file begin with: + + +one line to give the program's name and an idea of what it does. +Copyright (C) yyyy name of author + +This program is free software; you can redistribute it and/or +modify it under the terms of the GNU General Public License +as published by the Free Software Foundation; either version 2 +of the License, or (at your option) any later version. + +This program is distributed in the hope that it will be useful, +but WITHOUT ANY WARRANTY; without even the implied warranty of +MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +GNU General Public License for more details. + +You should have received a copy of the GNU General Public License +along with this program; if not, write to the Free Software +Foundation, Inc., 59 Temple Place - Suite 330, Boston, MA 02111-1307, USA. + + + + The GPL goes on to recommend attaching + information on methods for contacting you (the author) via + email or physical mail. + + + + + + The GPL continues and suggests that if your + program runs in an interactive mode, you should write the + program to output a notice each time it enters interactive + mode that includes a message like this one that points to full + information about the programs license: + + + +Gnomovision version 69, Copyright (C) year name of author +Gnomovision comes with ABSOLUTELY NO WARRANTY; for details +type `show w'. This is free software, and you are welcome +to redistribute it under certain conditions; type `show c' +for details. + + + + + Finally, it might be helpful to include a + copyright disclaimer from an employer or a + school if you work as a programmer or if it seems like your + employer or school might be able to make an argument for + ownership of your code later on. These aren't often needed but + there are plenty of free software developers who have gotten + into trouble and wish they'd asked for one. + + + + + + + + Final license warning + + + Please, please, please, place your software under + some license. It may not seem important, and + to you it may not be, but licenses are + important. For a piece of software to be included in the Debian + GNU/Linux distribution, it must have a license that fits the + Debian Free + Software Guidelines. If your software has no license, it + can not be distributed as a package in Debian until you + re-release it under a free license. Please save yourself and + others trouble by releasing the first version of your software + with a clear license. + + + + + + + + + + Choosing a Method of Version Numbering + + + The most important thing about a system of version + numbering is that there is one. It may seem pedantic to + emphasize this point but you'd be surprised at the number of + scripts and small programs that pop up without any version number + at all. + + + + The second most important thing about a system of + numbering is that the numbers always go up. Automatic + version tracking systems and people's sense of order in the + universe will fall apart if version numbers don't rise. It doesn't + really matter if 2.1 is a big jump and + 2.0.005 is a small jump but it does matter that 2.1 is more recent + than 2.0.005. + + + + Follow these two simple rules and you will not go (too) + wrong. Beyond this, the most common technique seems to be the + major level, minor level, + patch level version numbering scheme. Whether you + are familiar with the name or not, you interact with it all the + time. The first number is the major number and it signifies major + changes or rewrites. The second number is the minor number and it + represents added or tweaked functionality on top of a largely + coherent structure. The third number is the patch number and it + usually will only refer to releases fixing bugs. + + + + The widespread use of this scheme is why I know the nature and + relative degree in the differences between a 2.4.12 release of the + Linux kernel and a 2.4.11, 2.2.12, and 1.2.12 without knowing + anything about any of the releases. + + + + You can bend or break these rules, and people do. But beware, if + you choose to, someone will get annoyed, assume you don't know, + and try and educate you, probably not nicely. I always follow this + method and I implore you to do so as well. + + + + There are several version numbering systems that are well known, + useful, and that might be worth looking into before you release + your first version. + + + + + Linux kernel version numbering: + + The Linux kernel uses a versioning system where any odd + minor version number refers to an development or testing release + and any even minor version number refers to a stable + version. Think about it for a second. Under this system, 2.1 and + 2.3 kernels were and always will be development or testing + kernels and 2.0, 2.2. and 2.4 kernels are all production code + with a higher degree of stability and more testing. + + + + Whether you plan on having a split development model (as + described in ) or only one version + released at a time, my experience with several free software + projects and with the Debian project has taught me that use of + Linux's version numbering system is worth taking into + consideration. In Debian, all minor + versions are stable distributions (2.0, 2.1, etc). However, + many people assume that 2.1 is an unstable or development + version and continue to use an older version until they get so + frustrated with the lack of development progress that they + complain and figure the system out. If you never release an odd + minor version but only release even ones, nobody is hurt, and + less people are confused. It's an idea worth taking into + consideration. + + + + + + Wine version numbering: + + Because of the unusual nature of wine's development where + the not-emulator is constantly improving but not working toward + any immediately achievable goal, wine is released every three + weeks. Wine does this by labeling their releases in Year + Month Day format where each release might be labeled + wine-XXXXXXXX where the version from January 04, + 2000 would be wine-20000104. For certain + projects, Year Month Day format can make a lot of + sense. + + + + + + Mozilla milestones: + + When one considers Netscape 6 and vendor versions, the + mozilla's project development structure is one of the most + complex free software models available. The project's version + numbering has reflected the unique situation in which it is + developed. + + + + Mozilla's version numbering structure has historically been + made up of milestones. From the beginning of the mozilla + project, the goals of the project in the order and degree to + which they were to be achieved were charted out on a series of + road + maps. Major points and achievements along these + road-maps were marked as milestones. Therefore, although + Mozilla was built and distributed nightly as nightly + builds, on a day when the goals of a milestone on the + road-map had been reached, that particular build was marked as + a milestone release. + + + + While I haven't seen this method employed in any other projects + to date, I like the idea and think that it might have value in + any testing or development branch of a large application under + heavy development. + + + + + + + + + + + Documentation + + + A huge number of otherwise fantastic free software applications + have withered and died because their author was the only person + who knew how to use them fully. Even if your program is written + primarily for a techno-savvy group of users, documentation is + helpful and even necessary for the survival of your project. You + will learn later in that you should + always release something that is usable. A piece of + software without documentation is not usable. + + + + There are lots of different people you should document for and + there are lots of ways to document your project. The + importance of documentation in source code to help facilitate + development by a large community is vital but it falls + outside the scope of this HOWTO. This being the case, this section + deals with useful tactics for user-directed documentation. + + + + A combination of tradition and necessity has resulted in a + semi-regular system of documentation in most free software + projects that is worth following. Both users and developers expect + to be able to get documentation in several ways and it's essential + that you provide the information they are seeking in a form they + can read if your project is ever going to get off the + ground. People have come to expect: + + + + Man pages + + Your users will want to be able to type man + yourprojectname end up with a nicely formatted man page + highlighting the basic use of your application. Make sure that + before you release your program, you've planned for this. + + + + Man pages are not difficult to write. There is excellent + documentation on the man page writing process available through + the The Linux Man-Page-HOWTO which is available + through the Linux Documentation project (LDP) + and is written by Jens Schweikhardt. It is available from + Schweikhardt's site. + + + + It is also possible to write man pages using DocBook + SGML. Because man pages are so simple and the DocBook method + relatively new, I have not been able to follow this up but would + love help from anyone who can give me more information on how + exactly how this is done. + + + + + Command line accessible documentation + + + Most users will expect some basic amount of documentation to be + easily available from the command line. For few programs should + this type of documentation extend for more than one screen (24 or + 25 lines) but it should cover the basic usage, a brief (one or + two sentence) description of the program, a list of the commands + with explanations, as well as all the major options (also with + explanations), plus a pointer to more in-depth documentation for + those who need it. The command line documentation for Debian's + apt-get serves as an excellent example and a useful model: + + + +apt 0.3.19 for i386 compiled on May 12 2000 21:17:27 +Usage: apt-get [options] command + apt-get [options] install pkg1 [pkg2 ...] + +apt-get is a simple command line interface for downloading and +installing packages. The most frequently used commands are update +and install. + +Commands: + update - Retrieve new lists of packages + upgrade - Perform an upgrade + install - Install new packages (pkg is libc6 not libc6.deb) + remove - Remove packages + source - Download source archives + dist-upgrade - Distribution upgrade, see apt-get(8) + dselect-upgrade - Follow dselect selections + clean - Erase downloaded archive files + autoclean - Erase old downloaded archive files + check - Verify that there are no broken dependencies + +Options: + -h This help text. + -q Loggable output - no progress indicator + -qq No output except for errors + -d Download only - do NOT install or unpack archives + -s No-act. Perform ordering simulation + -y Assume Yes to all queries and do not prompt + -f Attempt to continue if the integrity check fails + -m Attempt to continue if archives are unlocatable + -u Show a list of upgraded packages as well + -b Build the source package after fetching it + -c=? Read this configuration file + -o=? Set an arbitary configuration option, eg -o dir::cache=/tmp +See the apt-get(8), sources.list(5) and apt.conf(5) manual +pages for more information and options. + + + + It has become a GNU convention to make this type of information + accessible with the -h and the + --help options. Most GNU/Linux users will expect + to be able to retrieve basic documentation these ways so if you + choose to use different methods, be prepared for the flames and + fallout that may result. + + + + + Files users will expect + + In addition to man pages and command-line help, there are certain + files where people will look for documentation, especially in any + package containing source code. In a source distribution, most of + these files can be stored in the root directory of the source + distribution or in a subdirectory of the root called + doc or Documentation. Common files + in these places include: + + + + + + README or Readme + + + A document containing all the basic installation, + compilation, and even basic use instructions that make up the + bare minimum information needed to get the program up and + running. A README is not your chance to be verbose but should + be concise and effective. An ideal README is at least 30 lines + long and more no more than 250. + + + + + INSTALL or Install + + + The INSTALL file should be much shorter than the README + file and should quickly and concisely describe how to build + and install the program. Usually an INSTALL file simply + instructs the user to run ./configure; make; make + install and touches on any unusual options or actions + that may be necessary. For most relatively standard install + procedures and for most programs, INSTALL files are as short + as possible and are rarely over 100 lines. + + + + + CHANGELOG, Changelog, ChangeLog, or changelog + + + A CHANGELOG is a simple file that every well-managed + free software project should include. A CHANGELOG is simple + the file that, as its name implies, logs or documents the + changes you make to your program. The most simple way to + maintain a CHANGELOG is to simply keep a file with the source + code for your program and add a section to the top of the + CHANGELOG with each release describing what has been changed, + fixed, or added to the program. It's a good idea to post the + CHANGELOG onto the website as well because it can help people + decide whether they want or need to upgrade to a newer version + or wait for a more significant improvement. + + + + + NEWS + + + A NEWS file and a ChangeLog are similar. Unlike a + CHANGELOG, a NEWS file is not typically updated with new + versions. Whenever new features are added, the developer + responsible will make a note in the NEWS file. NEWS files + should not have to be changed before a release (they should be + kept up to date all along) but it's usually a good idea to + check first anyway because often developers just forget to + keep them as current as they should. + + + + + FAQ + + + For those of you that don't already know, + FAQ stands for Frequently Asked Questions + and a FAQ is a collection of exactly that. FAQs are not + difficult to make. Simply make a policy that if you are asked + a question or see a question on a mailing list two or more + times, add the question (and its answer) to your FAQ. FAQs are + more optional than the files listed above but they can save + your time, increase usability, and decrease headaches on all + sides. + + + + + + + + + Website + + It's only indirectly an issue of documentation but a good website + is quickly becoming an essential part of any free software + project. Your website should provide access to your documentation + (in HTML if possible). It should also include + a section for news and events around your program and a section + that details the process of getting involved with development or + testing and make an open invitation. It should also supply links + to any mailing lists, similar websites, and provide a direct link + to all the available ways of downloading your software. + + + + + Other documentation hints + + + + + All your documentation should be in plaintext, or, in cases + where it is on your website primarily, in HTML. Everyone can + cat a file, everyone has a pager, (almost) everyone can render + HTML. You are welcome to distribute information in + PDF, PostScript, RTF, or any number of other widely used + formats but this information must also be available in + plaintext or HTML or people will be very angry at + you. In my opinion, info falls into this category + as well. There is plenty of great GNU documentation that + people simply don't read because it only in info. And this + does make people angry. It's not a + question of superior formats; it is a question of + accessability and the status quo plays a huge role in this + determination. + + + + + + It doesn't hurt to distribute any documentation for your + program from your website (FAQs etc) with your program. Don't + hesitate to throw any of this in the program's tarball. If + people don't need it, they will delete it. I can repeat it over + and over: Too much documentation is not a + sin. + + + + + Unless your software is particular to a non-English + language (a Japanese language editor for example), please + distribute it with English language documentation. If you don't + speak English or not not confident in your skills, ask a friend + for help. Like it or not, fair or unfair, English is + the language of free software. However, this does not + mean you should limit your documentation to only English. If you + speak another language, distribute translations of documentation + with your software if you have the time and energy to do + so. They will invariably be useful to someone. + + + + + Finally, please spell-check your + documentation. Misspellings in documentation are + bugs. I'm very guilty of committing this error and it's + extremely easy to do. If English is not your first language, + have a native speaker look over or edit your documentation or + web pages. Poor spelling or grammar goes a long way to making + your code look unprofessional. In code comments, this type of + thing is less important but in man pages and web pages these + mistakes are not acceptable. + + + + + + + + + + + + + Other Presentation Issues + + Many of the remaining issues surrounding the creation of a new + free software program fall under what most people describe as + common sense issues. Its often said that software engineering is + 90 percent common sense combined with 10 percent specialized + knowledge. Still, they are worth noting briefly in hopes that they + may remind a developer of something they may have forgotten. + + + + Package File Names + + I agree with ESR when he says that: It's helpful to + everybody if your archive files all have GNU-like names -- + all-lower-case alphanumeric stem prefix, followed by a dash, + followed by a version number, extension, and other + suffixes. There is more info (including lots of examples + of what not to do in his Software + Release Practices HOWTO which is included in this + HOWTO's bibliography and can be found through the LDP. + + + + + Package formats + + Package formats may differ depending on the system you are + developing for. For windows based software, Zip archives (.zip) + usually serve as the package format of choice. If you are + developing for GNU/Linux, *BSD, or any UN*X, make sure that your + source code is always available in tar'ed and gzip'ed format + (.tar.gz). UNIX compress (.Z) has gone out of style and + usefulness and faster computers have brought bzip2 (.bz2) into + the spot-light as a more effective compression medium. I now make + all my releases available in both gzip'ed and bzip2'ed tarballs. + + + + Binary packages should always be distribution specific. If you + can build binary packages against a current version of a major + distribution, you will only make your users happy. Try to foster + relationships with users or developers of large distributions to + develop a system for the consistent creation of binary + packages. It's often a good idea to provide RedHat + RPM's (.rpm), Debian deb's (.deb) and source + RPM's SRPM's if + possible. Remember: While these binaries packages are + nice, getting the source packaged and released should always be + your priority. Your users or fellow developers can and will do + the the binary packages for you. + + + + + Version control systems + + + A version control system can make a lot of these problems of + packaging (and a lot of other problems mentioned in this HOWTO) + less problematic. If you are using *NIX, CVS is your best bet. I + recommend Karl Fogel's book on the subject (and the posted HTML version) + wholeheartedly. + + + + CVS or not, you should probably invest some time into learning + about a version control system because it provides an automated + way of solving many of the problems described by this HOWTO. I + am not aware of any free version control systems for Windows or + Mac OS but I know that CVS clients exist for both + platforms. Websites like SourceForge do a great job + as well with a nice, easy-to-use web interface to CVS. + + + + I'd love to devote more space in this HOWTO to CVS because I love + it (I even use CVS to keep versions straight on this HOWTO!) but + I think it falls outside the scope of this document and already + has its own HOWTOs. Most notably is the CVS Best + Practices HOWTO + which I've included in the attached bibliography. + + + + + + Useful tidbits and presentation hints + + + Other useful hints include: + + + + + + + + Make sure that your program can always be found in a + single location. Often this means that you have a + single directory accessible via FTP or the + web where the newest version can be quickly recognized. One + effective technique is a provide a symlink called + yourprojectname-latest that is always pointing + to the most recent released or development version of your + free software application. Keep in mind that this location + will receive many requests for downloads around releases so + make sure that the server you choose has adequate bandwidth. + + + + + + Make sure that there is a consistent email address + for bug reports. It's usually a good idea to make + this something that is NOT your primary email address like + yourprojectname@host or yourprojectname-bugs@host. This way, + if you ever decide to hand over maintainership or if your + email address changes, you simply need to change where this + email address forwards. It also will allow for more than one + person to deal with the influx of mail that is created if your + project becomes as huge as you hope it will. + + + + + + + + + + + + + + + Maintaining a Project: Interacting with Developers + + fswd!developers + + + + Once you have gotten your project started, you have overcome the + most difficult hurdles in the development process of your + program. Laying a firm foundation is essential, but the development + process itself is equally important and provides just as many + opportunities for failure. In the next two sections, I will + describe running a project by discussing how to maintain a + development effort through interactions with developers and with + users. + + + + In releasing your program, your program becomes free software. This + transition is more than just a larger user base. By releasing your + program as free software, your software + becomes the free software community's + software. The direction of your software's development will be + reshaped, redirected, and fully determined by your users and, to a + larger extent, by other developers in the community. + + + + The major difference between free software development and + propriety software development is the developer base. As the leader + of a free software project, you need to attract and keep developers + in a way that leaders of proprietary software projects simply don't + have to worry about. As the person leading development of + a free software project, you must harness the work of fellow + developers by making responsible decisions and by responsibly + choosing not to make decisions. You have to direct developers + without being overbearing or bossy. You need to strive to earn + respect and never forget to give it out. + + + + + + Delegating Work + + + By now, you've hypothetically followed me through the early + programming of a piece of software, the creation of a website and + system of documentation, and we've gone ahead and (as will be + discussed in ) released it to the rest + of the world. Times passes, and if things go well, people become + interested and want to help. The patches begin flowing in. + + + + Like the parent of any child who grows up, it's now time + to wince, smile and do most difficult thing in any parents + life: It's time to let go. + + + + Delegation is the political way of describing this process of + letting go. It is the process of handing some of + the responsibility and power over your project to other + responsible and involved developers. It is difficult for anyone + who has invested a large deal of time and energy into a project + but it essential for the growth of any free software project. One + person can only do so much. A free software project is nothing + without the involvement of a group of + developers. A group of developers can only be maintained through + respectful and responsible leadership and delegation. + + + + As your project progresses, you will notice people who are putting + significant amounts of time and effort into your project. These + will be the people submitting the most patches, posting most on + the mailing lists, and engaging in long email discussions. It is + your responsibility to contact these people and to try and shift + some of the power and responsibility of your position as the + project's maintainer onto them (if they want it). There are + several easy ways you can do this: + + + + In a bit of a disclaimer, delegation need not mean rule by + committee. In many cases it does and this has been proven to + work. In other cases this has created problems. Managing + Projects the Open Source Way argues that OSS + projects do best when one person is the clear leader of a team and + makes the big decisions (design changes, release dates, and so + on). I think this often true but would urge developers to + consider the ideas that the project leader need not be the + project's founder and that these important powers need not all rest + with one person but that a release manager may be different than a + lead developer. These situations are tricky politically so + be careful and make sure it's necessary before you go around + empowering people. + + + + How to delegate + + + You may find that other developers seem even more experienced or + knowledgeable than you. Your job as a maintainer does not mean + you have to be the best or the brightest. It means you + are responsible for showing good judgment and for + recognizing which solutions are maintainable and which are not. + + + Like anything, its easier to watch others delegate than to do it + yourself. In a sentence: Keep an eye out for other + qualified developers who show an interest and sustained + involvement with your project and try and shift responsibility + toward them. The following ideas might be good places + to start or good sources of inspiration: + + + + Allow a larger group of people to have write access to your CVS + repository and make real efforts toward rule by a + committee + + + Apache is an + example of a project that is run by small group of developers + who vote on major technical issues and the admission of new + members and all have write access to the main source + repository. Their process is detailed online. + + + + The Debian Project + is an extreme example of rule by committee. At current count, + more than 700 developers have full responsibility for + aspects of the project. All these developers can upload into + the main FTP server, and vote on major issues. Direction for + the project is determined by the project's social + contract and a constitution. To + facilitate this system, there are special teams (i.e. the + install team, the Japanese language team) as well as a technical + committee and a project leader. The leader's main responsibility + is to, appoint delegates or delegate decisions to the + Technical Committee. + + + + While both of these projects operate on a scale that your + project will not (at least initially), their example is + helpful. Debian's idea of a project leader who can do + nothing but delegate serves as a + caricature of how a project can involve and empower a huge + number of developers and grow to a huge size. + + + + + + Publicly appoint someone as the release manager for a + specific release + + + A release manager is usually responsible for coordinating + testing, enforcing a code freeze, being responsible for + stability and quality control, packaging up the software, and + placing it in the appropriate places to be downloaded. + + + + This use of the release manager is a good way to give yourself a + break and to shift the responsibility for accepting and + rejecting patches onto someone else. It is a good way of very + clearly defining a chunk of work on the project as belonging to + a certain person and its a great way of giving yourself room to + breath. + + + + + Delegate control of an entire branch + + If your project chooses to have branches (as described in ), it might be a good idea to appoint someone + else to be the the head of a branch. If you like focusing your + energy on development releases and the implementation of new + features, hand total control over the stable releases to a + well-suited developer. + + + + The author of Linux, Linus Torvalds, came out and crowned Alan + Cox as the man for stable kernels. All patches + for stable kernels go to Alan and, if Linus were to be taken + away from work on Linux for any reason, Alan Cox would be more + than suited to fill his role as the acknowledged heir to the + Linux maintainership. + + + + + + + + + Accepting and Rejecting Patches + + This HOWTO has already touched on the fact that as the maintainer + of a free software project, one of your primary and most important + responsibilities will be accepting and rejecting patches submitted + to you by other developers. + + + + Encouraging Good Patching + + As the person managing or maintaining the project, you + aren't the person who is going to be making a lot of + patches. However, it's worth knowing about ESR's section on + Good Patching Practice in the + Software Release Practices HOWTO. I don't agree with ESR's claim that most ugly + or undocumented patches are probably worth throwing out at first + sight--this just hasn't been my experience, especially when + dealing with bug fixes that often don't come in the form of + patches at all. Of course, this doesn't mean that I + like getting poorly done patches. If you get + ugly -e patches, if you get totally undocumented patches, and + especially if they are anything more than trivial bug-fixes, it + might be worth judging the patch by some of the criteria in ESR's + HOWTO and then throwing people the link to the document so they + can do it the right way. + + + + + + Technical judgment + + + In Open Source Development with CVS, Karl + Fogel makes a convincing argument that the most important things + to keep in mind when rejecting or accepting patches are: + + + + + + + A firm knowledge of the scope of your program (that's the + idea I talked about in ); + + + + The ability to recognize, facilitate, and direct + evolution of your program so that the program + can grow and change and incorporate functionality that was + originally unforeseen; + + + + The necessity to avoid digressions that might expand the + scope of the program too much and result and push the project + toward an early death under its own weight and + unwieldiness. + + + + + + + These are the criteria that you as a project maintainer should + take into account each time you receive a patch. + + + + Fogel elaborates on this and states the the + questions to ask yourself when considering whether to implement + (or approve) a change are: + + + + + + + Will it benefit a significant percentage of the program's + user community? + + + + Does it fit within the program's domain or within a + natural, intuitive extension of that domain? + + + + + + + The answers to these questions are never straightforward and its + very possible (and even likely) that the person who submitted the + patch may feel differently about the answer to these questions + than you do. However, if you feel that that the answer to either + of those questions is no, it is your responsibility + to reject the change. If you fail to do this, the project will + become unwieldy and unmaintainable and many ultimately fail. + + + + + Rejecting patches + + + Rejecting patches is probably the most difficult and sensitive + job that the maintainer of any free software project has to + face. But sometimes it has to be done. I mentioned earlier (in + and in ) + that you need to try and balance your responsibility and power to + make what you think are the best technical decisions with the + fact that you will lose support from other developers if you seem + like you are on a power trip or being overly bossy or possessive + of the community's project. I recommend that you keep these three + major concepts in mind when rejecting patches (or other changes): + + + + Bring it to the community + + One of the best ways of justifying a decision to reject a patch + and working to not seem like you keep an iron grip on your + project is by not making the decision alone at all. It might + make sense to turn over larger proposed changes or more + difficult decisions to a development mailing list where they can + be discussed and debated. There will be some patches (bug fixes, + etc.) which will definitely be accepted and some that you feel + are so off base that they do not even merit further + discussion. It is those that fall into the gray area between + these two groups that might merit a quick forward to a mailing + list. + + + + I recommend this process wholeheartedly. As the project + maintainer you are worried about making the best decision for + the project, for the project's users and developers, and for + yourself as a responsible project leader. Turning things over to + an email list will demonstrate your own responsibility and + responsive leadership as it tests and serves the interests of + your software's community. + + + + + Technical issues are not always good justification + + Especially toward the beginning of your project's life, you + will find that many changes are difficult to implement, + introduce new bugs, or have other technical problems. Try to see + past these. Especially with added functionality, good ideas do + not always come from good programmers. Technical merit is a + valid reason to postpone an application of a patch but it is not + always a good reason to reject a change outright. Even small + changes are worth the effort of working with the developer + submitting the patch to iron out bugs and incorporate the change + if you think it seems like a good addition to your project. The + effort on your part will work to make your project a community + project and it will pull a new or less experienced developer + into your project and even teach them something that might help + them in making their next patch. + + + + + Common courtesy + + It should go without saying but, above all and in all + cases, just be nice. If someone has an idea and cares + about it enough to write some code and submit a patch, they + care, they are motivated, and they are already involved. Your + goal as the maintainer is make sure they submit again. They may + have thrown you a dud this time but next time may be the idea or + feature that revolutionizes your project. + + + + It is your responsibility to first justify your choice to not + incorporate their change clearly and concisely. Then thank + them. Let them know that you a appreciate their help and feel + horrible that you can't incorporate their change. Let them know + that you look forward to their staying involved and you hope + that the next patch or idea meshes better with your project + because you appreciate their work and want to see it in your + application. If you have ever had a patch rejected after putting + a large deal of time, thought, and energy into it, you remember + how it feels and it feels bad. Keep this in mind when you have + to let someone down. It's never easy but you need to do + everything you can to make it as not-unpleasant as possible. + + + + + + + + + Stable and Development Branches + + + The idea of stable and development branches has already been + described briefly in and in + . These allusions attest to some of + the ways that multiple branches can affect your software. Branches + can let you avoid (to some extent) some of the problems around + rejecting patches (as described in ) by + allowing you to temporarily compromise the stability of your + project without affecting those users who need that stability. + + + + The most common way of branching your project is to have one + branch that is stable and one that is for development. This is the + model followed by the Linux kernel that is described in . In this model, there is + always one branch that is stable and always + one that is in development. Before any new release, the + development branch goes into a feature freeze as + described in where major changes and + added features are rejected or put on hold under the development + kernel is released as the new stable branch and major development + resumes on the development branch. Bug fixes and small changes + that are unlikely to have any large negative repercussions are + incorporated into the stable branch as well as the development + branch. + + + + Linux's model provides an extreme example. On many projects, there is no + need to have two versions constantly available. It may make sense to + have two versions only near a release. The Debian project has + historically made both a stable and an unstable distribution + available but has expanded to this to include: stable, unstable, + testing, experimental, and (around release time) a frozen + distribution that only incorporates bug fixes during the + transition from unstable to stable. There are few projects whose + size would necessitate a system like Debian's but this use of + branches helps demonstrate how they can be used to balance + consistent and effective development with the need to make regular + and usable releases. + + + + In trying to set up a development tree for yourself, there are + several things that might be useful to keep in mind: + + + + + + + Minimize the number of branches + + Debian may be able to make good use of four or five + branches but it contains gigabytes of software in over 5000 + packages compiled for 5-6 different architectures. For you, + two is probably a good ceiling. Too many branches will confuse + your users (I can't count how many times I had to describe + Debian's system when it only had 2 and sometimes 3 branches!), + potential developers and even yourself. Branches can help but + they come at a cost so use them very sparingly. + + + + + Make sure that all your different branches are explained + + As I mentioned in the preceding paragraph, different + branches will confuse your users. Do + everything you can to avoid this by clearly explaining the + different branches in a prominent page on your website and in a + README file in the FTP or + web directory. + + + I might also recommend against a mistake that I think Debian + has made. The terms unstable, + testing, and experimental are + vague and difficult to rank in order of stability (or + instability as the case may be). Try explaining to someone + that stable actually means ultra + stable and that unstable doesn't + actually include any unstable software but is really stable + software that is untested as a distribution. + + + + If you are going to use branches, especially early on, keep in + mind that people are conditioned to understand the terms + stable and development and you + probably can't go wrong with this simple and common division of + branches. + + + + + + Make sure all your branches are always available + + Like a lot of this document, this should probably should + go without saying but experience has taught me that it's not + always obvious to people. It's a good idea to physically split + up different branches into different directories or directory + trees on your FTP or web site. Linux + accomplishes this by having kernels in a v2.2 and a v2.3 + subdirectory where it is immediately obvious (after you know + their version numbering scheme) which directory is for the most + recent stable and the current development releases. Debian + accomplishes this by naming all their distribution with names + (i.e. woody, potato, etc.) and then changing symlinks named + stable, unstable and + frozen to point to which ever distribution (by + name) is in whatever stage. Both methods work and there are + others. In any case, it is important that different branches + are always available, are accessible from consistent locations, + and that different branches are clearly distinguished from each + other so your users know exactly what they want and where to + get it. + + + + + + + + + + + + Other Project Management issues + + There are more issues surrounding interaction with developers in a + free software project that I can not touch on in great detail in a + HOWTO of this size and scope. Please don't hesitate to contact me if you see + any major omissions. + + + + Other smaller issues that are worth mentioning are: + + + + Freezing + + For those projects that choose to adopt a split development model + (), freezing is a concept that is worth + becoming familiar with. + + + + Freezes come in two major forms. A feature freeze + is a period when no significant functionality is added to a + program. It is a period where established functionality (even + skeletons of barely working functionality) can be improved and + perfected. It is a period where bugs are fixed. This type of + freeze is usually applied some period (a month or two) before a + release. It is easy to push a release back as you wait for + one more feature and a freeze helps to avoid this + situation by drawing the much needed line in the sand. It gives + developers room they need to get a program ready for release. + + + + The second type of freeze is a code freeze which + is much more like a released piece of software. Once a piece of + software has entered a code freeze, all changes to + the code are discouraged and only changes that fix known bugs + are permitted. This type of freeze usually follows a + feature freeze and directly precedes a + release. Most released software is in what could be interpreted + as a sort of high level code freeze. + + + + Even if you never choose to appoint a release manager (), you will have an easier time + justifying the rejection or postponement of patches () before a release with a publicly stated + freeze in effect. + + + + + + Forks + + I wasn't sure about how I would deal with forking in this + document (or if I would deal with forking at all). A fork is when + a group of developers takes code from a free software project and + actually starts a brand new free software project with it. The + most famous example of a fork was between Emacs and XEmacs. Both + emacsen are based on an identical code-base but for technical, + political, and philosophical reasons, development was split into + two projects which now compete with each other. + + + + The short version of the fork section is, don't do + them. Forks force developers to choose one project to + work with, cause nasty political divisions, and redundancy of + work. Luckily, usually the threat of the fork is enough to scare + the maintainer or maintainers of a project into changing the way + they run their project. + + + + In his chapter on The Open Source Process, Karl + Fogel describes how to do a fork if you absolutely must. If you + have determined that is absolutely necessary and that the + differences between you and the people threatening to fork are + absolutely unresolvable, I recommend Fogel's book as a good place + to start. + + + + + + + + Maintaining a Project: Interacting with Users + + fswd!users + + + + If you've worked your way up to here, congratulations, you are + nearing the end of this document. This final section describes some + of the situations in which you, in your capacity as project + maintainer, will be interacting with users. It gives some + suggestions on how these situations might be handled effectively. + + + + Interacting with users is difficult. In our discussion of + interaction with developers, the underlying assumption is that in a + free software project, a project maintainer must constantly strive to + attract and keep developers who can easily leave at any time. + + + + Users in the free software community are different than developers + and are also different than users in the world of proprietary + software and they should be treated differently than either + group. Some ways in which the groups differ significantly follow: + + + + + + + The lines between users and developers are blurred in ways + that is totally foreign to any proprietary development + model. Your users are often your developers and vice + versa. + + + + In the free software world, you are often your users' only + choice. Because there is such an emphasis on not replicating the + work of others in the free software community and because the + element of competition present in the propriety software model is + absent (or at least in an extremely different form) in the free + software development model, you will probably be the only project + that does what you do (or at least the only one that does what + you do in the way that you do it). This means your responsiveness + to your users is even more important than in the proprietary + software world. + + + + In an almost paradoxical situation, free software projects + have less immediate or dire consequences for ignoring their users + altogether. It is also often easier to do. Because you don't + usually need to compete with another product, chances are good + that you will not be scrambling to gain the features of your + competitor's newest program. This means that your development + process will have to be directed either internally, by a + commitment to your users, or through both. + + + + + + Trying to tackle this unique situation can only be done + indirectly. Developers and maintainers need to listen to users and + to try and be as responsive as possible. A solid knowledge of the + situation recounted above is any free software developer's best tool + for shifting his development or leadership style to fit the unique + process of free software project management. This chapters will try and + introduce some of the more difficult or important points in any + projects interactions with users and give some hints on how to + tackle these. + + + + + + Testing and Testers + + + In addition to your users being your developers, they are also + (and perhaps more commonly) your testers. Before I get flamed, I + should rephrase my sentence: some of your + users (those who explicitly volunteer) are your + testers. + + + + It is important that this distinction be made early on because not + all of your users want to be testers. Many users want to use + stable software and don't care if they don't have the newest, + greatest software with the latest, greatest features. These users + except a stable, tested piece of software without major or obvious + bugs and will be angry if they find themselves testing. This is + yet another way in which a split development model (as mentioned + in ) might come in handy. + + + + Managing + Projects the Open Source Way describes what a + good test should look for: + + + + + Boundary conditions + + + Maximum buffer lengths, data conversions, upper/lower + boundary limits, and so on. + + + + + Inappropriate behavior + + + Its a good idea to find out what a program will do if a + user hands it a value it isn't expecting, hits the wrong button, + etc. Ask yourself a bunch of what if questions + and think of anything that might fail or + might go wrong and find out what your + program would do in those cases. + + + + + Graceful failure + + + The answer to a number of the what if + questions above is probably failure which is + often the only answer. Now make sure that it happens + nicely. Make sure that when it crashes, there is some indication + of why it crashed or failed so that the user or developer + understands whats going on. + + + + + + Standards conformance + + + If possible, make sure your programs conforms to + standards. If it's interactive, don't be too creative with + interfaces. If it is non-interactive, make sure it communicates + over appropriate and established channels with other programs + and with the rest of the system. + + + + + + + Automated testing + + For many programs, many common mistakes can be caught by + automated means. Automated tests tend to be pretty good at + catching errors that you've run into several times before or + the things you just forget. They are not very good at finding + errors, even major ones, that are totally unforeseen. + + + + CVS comes with a Bourne shell script called sanity.sh that is + worth looking at. Debian uses a program called lintian that + checks Debian packages for all of the most common errors. While + use of these scripts may not be helpful, there is a host of other + sanity checking software on the net that may be applicable (feel + free to email me any recommendations). None of these will create + a bug-free release but they will avoid at least some major + oversights. Finally, if your programs become a long term + endeavor, you will find that there are certain errors that you + tend to make over and over. Start a collection of scripts that + check for these errors to help keep them out of future releases. + + + + + Testing by testers + + For any program that depends on user interactivity, many bugs + will only be uncovered through testing by users actually clicking + the keys and pressing the mouse buttons. For this you need + testers and as many as possible. + + + + The most difficult part of testing is finding testers. It's + usually a good tactic to post a message to a relevant mailing + list or news group announcing a specific proposed release date + and outlining the functionality of your program. If you put some + time into the announcement, you are sure to get a few responses. + + + + The second most difficult part of testing is + keeping your testers and keeping them + actively involved in the testing process. Fortunately, there are + some tried and true tactics that can applied toward this end: + + + + + + + Make things simple for your testers + + Your testers are doing you a favor so make it as easy as + possible for them. This means that you should be careful to + package your software in a way that is easy to find, unpack, + install, and uninstall. This also means you should explain + what you are looking for to each tester and make the means for + reporting bugs simple and well established. The key is to + provide as much structure as possible to make your testers' + jobs easy and to maintain as much flexibility as possible for + those that want to do things a little differently. + + + + + Be responsive to your testers + + When your testers submit bugs, respond to them and + respond quickly. Even if you are only responding to tell them + that the bug has already been fixed, quick and consistent + responses make them feel like their work is heard, important, + and appreciated. + + + + + Thank your testers + + Thank them personally each time they send you + patch. Thank them publicly in the documentation and the about + section of your program. You appreciate your testers and your + program would not be possible without their help. Make sure + they know it. Publicly, pat them on the back to make sure the rest of + the world knows it too. It will be appreciated more than you + expected. + + + + + + + + + + + + + Setting up Support Infrastructure + + + While testing is important, the large part of your interactions + and responsibility to your users falls under the category of + support. The best way to make sure your users are adequately + supported in using your program is to set up a good infrastructure + for this purpose so that your developers and users help each other + and less of the burden falls on you. This way, people will also + get quicker and better responses to their questions. This + infrastructure comes in several major forms: + + + + Documentation + + It should not come as any surprise that the key element to any + support infrastructure is good documentation. This topic was + largely covered in and will not be + repeated here. + + + + + Mailing lists + + Aside from documentation, effective mailing lists will be your + greatest tool in providing user support. Running a mailing list + well is more complicated than installing mailing list software + onto a machine. + + + + Separate lists + + + A good idea is too separate your user and development mailing + lists (perhaps into project-user@host and project-devel@host) + and enforce the division. If people post a development question + onto -user, politely ask them to repost it onto -devel and vise + versa. Subscribe yourself to both groups and encourage all + primarily developers to do the same. + + + + This system provides so that no one person is stuck doing all of + the support work and works so that users learn more about the + program, they can help newer users with their questions. + + + + + Choose mailing list software well + + Please don't make the selection of mailing list software + impulsively. Please consider easy accessibility by users without + a lot of technical experience so you want to be as easy as + possible. Web accessibility to an archive of the list is also + important. + + + + The two biggest free software mailing list programs are majordomo + and GNU Mailman. A + long time advocate of majordomo, I would now recommend any + project choose GNU Mailman. It fulfills the criteria listed + above and makes it easier. It provides a good mailing + list program for a free software project maintainer as opposed + to a good mailing list application for a mailing list + administrator. + + + + There are other things you want to take into consideration in + setting up your list. If it is possible to gate your mailing + lists to Usenet and provide it in digest form as well as + making them accessible on the web, you will please some users + and work to make the support infrastructure slightly more + accessible. + + + + + + Other support ideas + + + A mailing list and accessible documentation are far from all you + can do to set up good user support infrastructure. Be + creative. If you stumble across something that works well, email me + and I'll include it here. + + + + Make your self accessible + + You can not list too few methods to reach you. If you hang out + in an IRC channel, don't hesitate to list it + in your projects documentation. List email and snailmail + addresses, and ways to reach you via ICQ, + AIM, or Jabber if they apply. + + + + + Bug management software + + For many large software projects, use of bug management software + is essential to keep track of which bugs have been fixed, which + bugs have not been fixed, and which bugs are being fixed by + which people. Debian uses the Debian Bug Tracking System + (BTS) although it may not be best choice for + every project (it seems to currently be buckling under its own + weight) As well as a damn good web browser, the Mozilla project + has spawned a sub-project resulting in a bug tracking system + called bugzilla + which has become extremely possible and which I like a lot. + + + + These systems (and others like them) can be unwieldy so + developers should be careful to not spend more time on the bug + tracking system than on the bugs or the projects themselves. If + a project continues to grow, use of a bug tracking system can + provide an easy standard avenue for users and testers to report + bugs and for developers and maintainers to fix them and track + them in an orderly fashion. + + + + + + + + + Releasing Your Program + + + As mentioned earlier in the HOWTO, the first rule of releasing is, + release something useful. Non-working or + not-useful software will not attract anyone to your + project. People will be turned off of your project and will be likely + to simply gloss over it next time they see a new version + announced. Half-working software, if useful, will intrigue people, + whet their appetites for versions to come, and encourage them to + join the development process. + + + + When to release + + + Making the decision to release your software for the first time + is an incredibly important and incredibly stressful decision. But + it needs to done. My advice is to try and make something that + is complete enough to be usable and incomplete enough to allow + for flexibility and room for imagination by your future + developers. It's not an easy decision. Ask for help on a local + Linux User Group mailing list or from a group of developer + friends. + + + + One tactic is to first do an alpha or + beta release as described below in . However, most of the guidelines described + above still apply. + + + + When you feel in your gut that it is time and you feel + you've weighed the situation well several times, cross your + fingers and take the plunge. + + + + After you've released for the first time, knowing when to release + becomes less stressful, but just as difficult to gauge. I like + the criteria offered by Robert Krawitz in his article, Free + Software Project Management for maintaining a + good release cycle. He recommends that you ask yourself, + does this release... + + + + + + Contain sufficient new functionality or bug fixes to be + worth the effort. + + + + Be spaced sufficiently far apart to allow the user time + to work with the latest release. + + + + Be sufficiently functional so that the user can get work + done (quality). + + + + + + If the answer is yes to all of these questions, its probably time + for a release. If in doubt, remember that asking for advice can't + hurt. + + + + + How to release + + + If you've followed the guidelines described in this HOWTO up + until this point, the mechanics of doing a release are going to + be the easy part of releasing. If you have set up consistent + distribution locations and the other infrastructure described in + the preceding sections, releasing should be as simple as building + the package, checking it once over, and uploading it into the + appropriate place and then making your website reflect the + change. + + + + + Alpha, beta, and development releases + + + When contemplating releases, it worth considering the fact that + not every release needs to be a full numbered release. Software + users are accustomed to pre-releases but you must be careful to + label these releases accurately or they will cause more problems then + they are worth. + + + + The observation is often made that many free software developers + seem to be confused about the release cycle. Managing + Projects the Open Source Way suggests that you memorize + the phrase, Alpha is not Beta. Beta is not Release + and I'd agree that tis is a probably a good idea. + + + + + + + alpha releases + + Alpha software is feature-complete but sometimes only + partially functional. + + Alpha releases are expected to be unstable, perhaps a + little unsafe, but definitely usable. They + can have known bugs and kinks that have + yet to be worked out. Before releasing an alpha, be sure to + keep in mind that alpha releases are still + releases and people are not going to be expecting a + nightly build from the CVS source. An alpha should work and + have minimal testing and bug fixing already finished. + + + + + beta releases + + Beta software is feature-complete and functional, but is + in the testing cycle and still has a few bugs left to be + ironed out. + + Beta releases are general expected to be usable and + slightly unstable, although definitely not + unsafe. Beta releases usually preclude a full + release by under a month. They can contain small known bugs + but no major ones. All major functionality should be fully + implemented although the exact mechanics can still be worked + out. Beta releases are great tool to whet the appetites of + potential users by giving them a very realistic view of where + your project is going to be in the very near future and can + help keep interest by giving people + something. + + + + + development releases + + Development release is much a more vague + term than alpha or beta. I + usually choose to reserve the term for discussion of a + development branch although there are other ways to use the + term. So many in fact, that I feel the term has been + cheapened. The popular window manager Enlightenment has + released nothing but development + releases. Most often, the term is used to describe releases + that are not even alpha or beta and if I were to release a + pre-alpha version of a piece of software in order to keep + interest in my project alive, this is probably how I would + have to label it. + + + + + + + + + + + + + Announcing Your Project + + + Well, you've done it. You've (at least for the purposes of this + HOWTO) designed, built, and released your free software + project. All that is left is for you to tell the world so they + know to come and try it out and hopefully jump on board with + development. If everything is in order as described above, this + will be a quick and painless process. A quick announcement is all + that it takes to put yourself on the free software community's + radar screen. + + + + Mailing lists and Usenet + + Announce your software on Usenet's comp.os.linux.announce. If + you only announce your software in two places, have it be c.o.l.a + and freshmeat. + + + However, email is still the way that most people on the Internet + get their information. Its a good idea to send a message + announcing your program to any relevant mailing list you know of + and any other relevant Usenet discussion groups. + + Karl Fogel recommends that use you simple subject + describing the fact that the message is an announcement, the name + of the program, the version, and a half-line long description of + its functionality. This way, any interested user or developer + will be immediately attracted to your announcement. Fogel's + example looks like: + + + Subject: ANN: aub 1.0, a program to assemble Usenet binaries + + + The rest of the email should describe the programs functionality + quickly and concisely in no more than two paragraphs and should + provide links to the projects webpage and direct links to + downloads for those that want to try it right away. This form + will work for both Usenet and mailing list posts. + + + + You should repeat this announcement process consistently in the + same locations for each subsequent release. + + + + + freshmeat.net + + Mentioned earlier in , in today's free + software community, announcements of your project on freshmeat + are almost more important than announcements on mailing lists. + + + + Visit the freshmeat.net + website or their submit project + page to post your project onto their site and into their + database. In addition to a large website, freshmeat provides a + daily newsletter that highlights all the days releases and + reaches a huge audience (I personally skim it every night for any + interesting new releases). + + + + + Project Mailing List + + If you've gone ahead and created mailing lists for your + project, you should always announce new versions on these + lists. I've found that for many projects, users request a very + low-volume announce only mailing list to be notified when new + versions are released. freshmeat.net now allows users to subscribe + to a particular project so they receive emails every time a new + version is announced through their system. It's free and it can + stand in for an announce-only mailing list. In my opinion, it + can't hurt. + + + + + + + + Printed Books + + + + + Fogel + Karl + + + Open Source Development with CVS + + + Coriolois Open Press + + 1999 + + 1-57610-490-7 + + + + Fogel's guide to using CVS in the free software + world is much more than its subtitle. In the publisher's + own words: Open Source Development with + CVS is one of the first books available that teaches + you development and implementation of Open Source + software. It also includes the best reference and + tutorial to CVS I have ever seen. It is the book that was + so good that it prompted me to write this + HOWTO because I thought the role it tried to serve was so + important and useful. Please check it or buy it if you can and + are seriously interested in running a free software project. + + + In May of 2003, the entire book under the GPL. You can + find the full text of the book here. + + + + + + + Lessig + Lawrence + + + Code and Other Laws of Cyberspace + + + Basic Books + + 2000 + + 0-465-03913-8 + + + + While it only briefly talks about free software (and does it by + tiptoeing around the free software/open source issue with the + spineless use of the term open code that only a + lawyer could coin), Lessig's book is brilliant. Written by a + lawyer, it talks about how regulation on the Internet is not + done with law, but with the code itself and how the nature of + the code will determine the nature of future freedoms. In + addition to being a quick and enjoyable read, it gives some + cool history and describes how we need + free software in a way more powerfully than anything I've read + outside of RMS's + Right to Read. + + + + + + + + + Raymond + Eric + + + The Cathedral and the Bazaar + Musings on Linux and Open Source by an Accidental Revolutionary + + + O'Reilly + + 1999 + + 1-56592-724-9 + + + Although I have to honestly say that I am not the ESR fan that + I used to be, this book proved invaluable in getting me where I + am today. The essay that gives the book its title does a good + job of sketching the free software process and does an an + amazing job of making an argument for free software/open source + development as a road to better software. The rest of the book + has other of ESR's articles, which for the most part are posted + on his website. Still, it's nice thing to own in hard copy and + something that every free software/open source hacker should + read. + + + + + + + + Web-Accessible Resources + + + This is a list of the web resources pertaining to this HOWTO that + I've found most helpful in compiling this information. If you know + of others that would help, please don't hesitate to email me at + mako@atdot.cc and we can look into getting it + added to the list and represented in the HOWTO. + + + + I'd recommend that any free software developer (or potential one) + skim through these sites because they have each have a lot to say. + + + + + + + Dafermos + George + N + + + <ulink url="http://firstmonday.org/issues/issue6_11/dafermos/">Management and Virtual Decentralized Networks: The Linux Project</ulink> + + + Since the paper includes its own abstract, I thought I + would include it here verbatim: + +
This paper examines the latest of + paradigms - the Virtual Network(ed) Organisation - and whether + geographically dispersed knowledge workers can virtually + collaborate for a project under no central + planning. Co-ordination, management and the role of knowledge + arise as the central areas of focus. The Linux Project and its + development model are selected as a case of analysis and the + critical success factors of this organisational design are + identified. The study proceeds to the formulation of a + framework that can be applied to all kinds of virtual + decentralised work and concludes that value creation is + maximized when there is intense interaction and uninhibited + sharing of information between the organisation and the + surrounding community. Therefore, the potential success or + failure of this organisational paradigm depends on the degree + of dedication and involvement by the surrounding + community.
 + + This paper was referred to me in my capacity as author of + this HOWTO and I was very impressed. It's written by a graduate + student in management and I think it succeeds at evaluating the + Linux project as an example of a new paradigm in management--one + that you will be be placing yourself at the + center of in your capacity as maintainer of a free software + project. + + As a developer trying to control an application and guide + it to success in the free software world, I'm not sure how + useful Dafermos's argument is. It does however, provide a + theoretical justification for my HOWTO--free software project + management is a different creature than + proprietary software project management. If you are interested + in the conceptual and theoretical ways that free software + project management differs from other types of management, this + is a great paper to read. If this paper answers questions of + how?, Dafermos answers the (more difficult to + defend) questions of why? and does a very good + job. + + + + + + + + + + Gabriel + Richard + + + <ulink + url="http://www.jwz.org/doc/worse-is-better.html">The Rise of + <quote>Worse is Better</quote></ulink> + + + + A well written article although I think the title may have + confused as many people as the rest of the essay helped. It + offers a good description of how to design programs that will + succeed and stay maintainable as they grow. + + + + + + + + + Manley + Montey + + + <ulink + url="http://news.linuxprogramming.com/news_story.php3?ltsn=2000-10-31-001-05-CD">Managing + Projects the Open Source Way</ulink> + + + Linux + Programming + + Oct 31, 2000 + + + + In one of the better articles on the subject that I've read, + Monty sums up some of the major points I touch on including: + starting a project, testing, documentation, organizing a team and + leadership, and several other topics. While more opinionated that + I try to be, I think its an important article that I found very + helpful in writing this HOWTO. I've tried to cite him in + the places where I borrowed from him most. + + + + I have problems much of this piece and I recommend you read + at the same time you read Monty's + article for a good critique. + + + + + + + + + Raymond + Eric + Steven + + + <ulink url="http://www.tldp.org/HOWTO/Software-Release-Practice-HOWTO/index.html">Software Release Practice HOWTO</ulink> + + + + At first glance, ESR's release practice HOWTO seems to + share a lot of terrain with this document. Upon closer + examination, the differences become apparent but they are + closely related. His document, read in conjunction with mine, + will give a reader a good picture of how to go about managing a + project. ESR's HOWTO goes into a bit more detail on how to write + and what languages to write in. He tends to give more specific + instructions and checklists (name this file this, not + this) while this HOWTO speaks more conceptually. There + are several sections that are extremely similar. It's also + much shorter. + + My favorite quote from his HOWTO is: "Managing a + project well when all the participants are volunteers presents + some unique challenges. This is too large a topic to cover in a + HOWTO. Oh really? Perhaps I just do a poor job. + + + + + + + + + + Venugopalan + Vivek + + + <ulink url="http://www.magic-cauldron.com/cm/cvs-bestpractices/index.html">CVS Best Practices</ulink> + + + + Venugopalan provides one of the best essays on + effective use of CVS that I've come across. It is written for + people who already have a good knowledge of CVS. In the chapter + on branching, he describes when and how to branch but gives no + information on what CVS commands you should use to do this. This + is fine (technical CVS HOWTO have been written) but CVS newbies + will want to spend some time with Fogel's reference before they + will find this one very useful. + + Venugopalan creates checklists of things to do before, + after, and around releases. It's definitely worth a read through + as most of his ideas will save tons of developer head aches over + any longer period of time. + + + + + + + + + Advogato Articles + + + I've found that one of the best resources that any free software + developer has at his or her disposal is Advogato.org. If you haven't + yet had a chance to visit the + website, do. + + + + I have spent a huge amount of time on Advogato and I've gone + through and provided links to the articles that I think might be + of particular interest to anyone reading this HOWTO. I think that + skimming through these links can be helpful and I promise that if + you do, you'll learn a lot. You will learn that my idea of how a + free software project should be run is not the + only idea. I think that's important. + + + + If nothing else, there is way more + information on that website than I could ever fit into, or + reference from this HOWTO. I have listed what I think are the most + relevant articles here with short descriptions that I've written. + + + + + + + Hindle + Stephen + + + <ulink url="http://www.advogato.org/article/262.html">'Best Practices' for Open Source?</ulink> + + + Advogato + + March 21, 2001 + + + + Touching mostly on programming practice (as most articles on + the subject usually do), the article talks a little about + project management (Use it!) and a bit about + communication within a free software project. + + + + + + + + + Cohen + Bram + + + <ulink + url="http://www.advogato.org/article/258.html"></ulink>How to + Write Maintainable Code + + + Advogato + + March 15, 2001 + + + + This article touches upon the "writing maintainable code" + discussion that I try hard to avoid in my HOWTO. It's one of + the better (and most diplomatic) articles on the subject that + I've found. + + + + + + + + Krawitz + Robert + + + <ulink url="http://www.advogato.org/article/196.html">Free + Source Project Management</ulink> + + + Advogato + + November 4, 2000 + + + + This article made me happy because it challenged many of the + problems that I had with Monty's article on LinuxProgramming. The + author argues that Monty calls simply for the application of + old (proprietary software) project management techniques in + free software projects instead of working to come up with + something new. I found his article to be extremely well thought + out and I think it's an essential read for any free software + project manager. + + + + + + + + + Martins + Lalo + + + <ulink url="http://www.advogato.org/article/128.html">Ask + the Advogatos: why do Free Software projects + fail?</ulink> + + + Advogato + + July 20, 2000 + + + + While the article is little more than a question, reading the + answers to this question offered by Advogato's readers can + help. In a lot of ways, this HOWTO acts as my answer to the + questions posed in this article but there are others, many of + which might take issue with whats is in this HOWTO. It's worth + checking out. + + + + + + + + + Burley + David + + + <ulink + url="http://www.advogato.org/article/107.html">In-Roads to Free + Software Development</ulink> + + + Advogato + + June 14, 2000 + + + + This document was written as a response to another Advogato + article. Although not about running a project, this + describes some of the ways that you can get started with free + software development without starting a project. I think this + is an important article. If you are interested in becoming + involved with free software, this article showcases some of the + ways that you can do this without actually starting a project + (something that I hope this HOWTO has demonstrated is not to be + taken lightly). + + + + + + + + + Moorman + Jacob + + + <ulink url="http://www.advogato.org/article/72.html">Importance of + Non-Developer Supporters in Free Software</ulink><title> + + + Advogato + + April 16, 2000 + + + + Moorman's is a short article but it brings up some good + points. The comment reminding developers to thank their testers + and end-users is invaluable and oft-forgotten. + + + + + + + + + Orchard + Leslie + + + <ulink url="http://www.advogato.org/article/67.html">On + Naming an Open Source Project</ulink> + + + Advogato + + April 12, 2000 + + + + I didn't even have a section on project naming in this HOWTO + (See ) until Leslie Orchard's article + reminded me of it. Thanks to Leslie for writing this article! + + + + + + + + + Allen + David + + + <ulink url="http://www.advogato.org/article/40.html">Version Numbering Madness</ulink> + + + Advogato + + February 28, 2000 + + + + In this article, David Allen challenges the whole + Major.Minor.Patch version numbering scheme. Its + good to read this as you read . I liked the article and it + describes some of the projects that I bring up in my discussion + of version numbering. + + + + + + + + + + GNU Free Documentation License + + Copyright (C) 2000, 2001, 2002 Free Software Foundation, + Inc. 51 Franklin St, Fifth Floor, + Boston, MA 02110-1301 USA. Everyone is permitted to copy and + distribute verbatim copies of this license document, but changing it is + not allowed. + + + 0. 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