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Tech Update 
Open source projects a challenge
By Shelley Doll
Builder.com
October 21, 2002


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If you think managing projects is a challenge, try working with volunteers who have no set schedule, and whom you likely have never met face-to-face.

As more businesses become curious about running or engaging in open-source initiatives, a realistic approach to managing such efforts is needed. Open team project management can be difficult, and when trying to collaborate with developers who are apt to vote with their feet, anything can change at any moment.

Standard project management methodologies are not always applicable, and open-source endeavors spanning huge geographic areas make critical collaboration points, such as version control, bug tracking, and communication forums, essential to the cohesiveness of a team. Successful guidance of a team in an open environment requires diplomacy, experience, and an unwavering focus on direction. If you fail to supply the right amount of each, your project could take unexpected turns, with desired functionality left incomplete, or the project may be abandoned altogether.

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Life in the Bazaar
Eric S. Raymond's famous work, "The Cathedral and the Bazaar," discusses two distinct approaches to developing software. On the one hand, the Cathedral represents a well-architected, planned approach to projects where few variables are left unassigned and a complete picture of the final product is achieved before a single line of code is written.

At the other end of the spectrum you find the Bazaar, which is meant to describe the nature of many open source projects in which activity is rampant and seemingly random. However, a common goal is inevitably achieved through each participant's efforts and initiative.

In many open environments, software isn't so much built as evolved, and many projects are described as having an organic quality, in which additions are kept or not kept in a seemingly Darwinist manner. Directing the flow of these features and ideas is a difficult task.

The role of OSS project manager
The approach to managing an open source software (OSS) project differs from a tightly controlled situation in many aspects, but not all. The same aspects of project communication and management required for the success of conventional (i.e., commercial) solutions also dictate the ultimate success or failure of an OSS project. Recognizing this fact is the first hurdle that OSS managers must overcome. Efforts from every facet of a project must be tracked and coordinated like any other project, perhaps with even more vigilance due to the constant turnover many groups experience.

Another requirement for managing an open project is dedication to a goal. In many cases, he who opens or creates the project manages it. As a result, individuals with various backgrounds (generally developers) are sometimes tasked with running an initiative much larger than most corporate endeavors. In many cases, this arrangement works well, considering that traditional corporate development methodologies are limited in their ability to create a framework for a project in a constant state of flux. Since OSS projects are developer-driven, the project manager must avoid becoming bogged down with egotistical, but passionate, contributors. If an OSS project manager does not keep his eye on the prize, he could wind up making decisions affecting the team that are good for the solution in the short term, but could threaten long-term success. A manager must put his personal feelings aside (a difficult thing for hard-working volunteers to do) and maintain an objective, big-picture view of the project's status.

Diplomacy is required to keep developers with varying backgrounds happy and productive. Goals, conventions, and procedures must be clearly outlined and kept up to date, or a project may become fragmented. What some managers don't realize is that by taking on a project, you must essentially remove yourself from the developer's chair whenever the community needs your attention. Responsibility has to be delegated and information shared, or the bustling Bazaar will become a headless mob that could kill the project.

Along with juggling project requirements, keeping the team(s) on track, and making sure the community goals are being met, an OSS project manager has to be able to survive the scrutiny of unforgiving development volunteers. Self-confidence, resolve, and thick skin are needed to prevent project issues from becoming personal, and to persevere in the face of dissension in the ranks. Defending a goal can be taxing when members of a community disagree, and caving in to demands or letting stress overwhelm you will endanger a project more easily than in a corporate environment.

When any one of these considerations is missing from an OSS project's leadership, problems can arise that will prevent the envisioned solution from being achieved.
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1. Open source projects a challenge
2. Avoiding OSS development issues


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