The Chandler Project
An open source partnership
Scott E. Siddall
Denison University

This presentation
The Open Source Context
The Chandler partnerships
Project Roadmap
Current release

The Open Source Context
“When programmers can read, redistribute, and modify the source code for a piece of software, the software evolves. People improve it, people adapt it, people fix bugs. And this can happen at a speed that, if one is used to the slow pace of conventional software development, seems astonishing.”
The Open Source Initiative http://opensource.org
The open source manifesto
The Cathedral and the Bazaar
Eric S. Raymond, 1997

Open Source is a Culture
Complex software development
By loosely coordinated developers and contributors
In an informal (chaotic) meritocracy
software specifications are rarely written
continuous design instead
virtual project management
a gentle hierarchy with little overhead
a model for content projects as well as programming

Why open source?
Build your own?
Bear all the development costs
Provide all your own support
Buy?
Share development costs with others, plus a vendor profit
Pay for support from vendor
Borrow (open source)?
No licensing costs, or share the costs
Provide your own support, buy it, get it from the community

Why open source?
Open source software (OSS) costs less than proprietary software
Lower licensing cost – yes
Lower total cost – perhaps as cost allocations are shifted

Why open source?
OSS can be adapted, is more flexible
OSS is more reliable, more secure and has fewer bugs
Given enough eyeballs, all bugs are shallow  (Linus Torvalds)

Current perceptions
EDUCAUSE CIO survey: September 2004
235 institutional responses
78% use open source
Mission critical, enterprise-wide applications
65% are tracking open source developments
57% think higher education should be involved

A Balancing Act
Delivering economically sustainable software
(i.e., support)
Advancing innovation for user expectations

Open Source Collaboration
Capturing economies of scale in software creation and maintenance

“Community Source”
Not the cathedral, but not the bazaar either
Purposeful coordination of work within a community
Based on the principles of open source development
A greater reliance on
Defined roles
Responsibilities
Funded commitments
 “People think just because it is open-source, the result is going to be automatically better. Not true. You have to lead it in the right directions to succeed.”   - Linus Torvalds

What is Chandler?
“New age” personal information manager
E-mail, contacts, calendar, tasks, notes
“Email is a verb, not a noun”
Break down silos of information
Fully collaborative tools

Chandler Roadmap

The Chandler Collaborations
Common Solutions Group
Andrew W. Mellon Foundation
Mozilla Foundation board membership
NITLE representation on advisory council

Westwood Advisory Council
Two-way collaboration
Updates through NITLE News articles

Westwood Advisory Council
Spring 2004 college survey
Early feedback on features
129 colleges
59% response rate

Westwood Advisory Council
Email servers:
37% use Microsoft Exchange
29% use Unix
All are centralized repositories
27% support multiple email servers
Email clients:
41% use Microsoft Outlook
18% use Eudora
17% Netscape Messenger
Most require IMAP
Calendar
77% have calendaring systems
37% Microsoft Exchange
24% Meeting Maker
9% Oracle
53% provide calendaring to all

How important are these features?

Interest in Westwood?

What do you want to know about Chandler/Westwood?
Product timetables
Notice of upcoming conference presentations
Feature comparison with current products
Technical details on mail storage, backup, recovery
Why isn’t the private sector developing Chandler?
Specifics so we can plan for testing, piloting, use
How will Westwood be supported?
When can we test it?
Why should we be interested?
Expected features and when

Must have features
PDA support
Integrate with office suite
Integrate with LDAP
Support and user documentation
Easy migration path
Spell-check for email
Anti-spam features
Instant messaging compatibility
Print daily calendar

Current Release 0.4

Current Release 0.4 Functionality
Experimentally usable:
Enter and edit items & collections
Organize and label items & collections
Share and communicate items & collections
UI landscape:
Sidebar, Tabs, Summary & Detail views
Initial functionality for:
  Email, Calendar, Tasks, but not Contacts
Elementary end-to-end collection sharing:
Calendar and Item Collections but not Contacts
Base security framework

Lessons Learned
Underestimated cost of ambition
Hard decisions about product strategy and focus could have been made earlier
Proved harder to build engineering organization
Cross-platform and rich clients are hard
Implementation and integration work is non-trivial

Resources
Open Source Applications Foundation
Chandler 0.4 Guided Tour

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