article

Socialization in an Open Source Software Community: A Socio-Technical Analysis

Online:01 August 2005Publication History

Abstract

Open Source Software (OSS) development is often characterized as a fundamentally new way to develop software. Past analyses and discussions, however, have treated OSS projects and their organization mostly as a static phenomenon. Consequently, we do not know how these communities of software developers are sustained and reproduced over time through the progressive integration of new members. To shed light on this issue I report on my analyses of socialization in a particular OSS community. In particular, I document the relationships OSS newcomers develop over time with both the social and material aspects of a project. To do so, I combine two mutually informing activities: ethnography and the use of software specially designed to visualize and explore the interacting networks of human and material resources incorporated in the email and code databases of OSS. Socialization in this community is analyzed from two perspectives: as an individual learning process and as a political process. From these analyses it appears that successful participants progressively construct identities as software craftsmen, and that this process is punctuated by specific rites of passage. Successful participants also understand the political nature of software development and progressively enroll a network of human and material allies to support their efforts. I conclude by discussing how these results could inform the design of software to support socialization in OSS projects, as well as practical implications for the future of these projects.

References

  1. Bernard, H.R. (ed.) (1998): Handbook of Methods in Cultural Anthropology. Walnut Creek, California: Alta Mira Press.]]Google ScholarGoogle Scholar
  2. Bezroukov, N. (1999): Open Source Development as a Special Type of Academic Research. First Monday 4(10).]]Google ScholarGoogle Scholar
  3. Block, R. (1983): The Politics of Projects. Yourdon Press.]]Google ScholarGoogle Scholar
  4. Button, G. and W. Sharrock (1996): Project Work: The Organization of Collaborative Design and Development in Software Engineering. Computer Supported Cooperative Work: The Journal of Collaborative computing, vol. 5, no. 4, pp. 369-386.]] Google ScholarGoogle ScholarDigital LibraryDigital Library
  5. Callon, M., J. Law and A. Rip (1986): Mapping the Dynamics of Science and Technology: Sociology of Science in the Real World. Houndmills, Basingstoke: Macmillan Press.]]Google ScholarGoogle Scholar
  6. Capiluppi, A., P. Lago and M. Morisio (2003): Evidences in the Evolution of OS Projects through Change Log Analyses. In Proceedings of the 3rd Workshop on Open Source Software Engineering, Portland OR, pp. 19-24.]]Google ScholarGoogle Scholar
  7. Cherny, L. (1999): Conversation and Community: Chat in a Virtual World. Palo Alto, CA: CSLI Publications.]] Google ScholarGoogle ScholarDigital LibraryDigital Library
  8. Csikszentmihalyi, M. (1993): Why We Need Things. In S. Lubar and W.D. Kingery (eds.): History from Things: Essays on Material Culture. London: Smithsonian institution press, pp. 20-29.]]Google ScholarGoogle Scholar
  9. Divitini, M., L. Jaccheri, E. Monteiro and H. Traetteberg (2003): Open Source Process: No Place for Politics? In Proceedings of the 3rd Workshop on Open Source Software Engineering.. Portland OR, pp. 39-44.]]Google ScholarGoogle Scholar
  10. Ducheneaut, N. (2003): The Reproduction of Open Source Software Communities. Unpublished PhD dissertation. University of California, Berkeley.]] Google ScholarGoogle ScholarDigital LibraryDigital Library
  11. Dumit, J. and W. Sack (2000): Artificial Participation: An Interview with Warren Sack. In G.E. Marcus (ed.): Zeroing in on the Year 2000: The Final Edition (Late Editions, 8)., Chicago: University of Chicago Press.]]Google ScholarGoogle Scholar
  12. Edwards, K. (2001): Epistemic Communities, Situated Learning, and Open Source Software Development. In "Epistemic Cultures and the Practice of Interdisciplinarity" workshop (pp. 24). NTNU, Trondheim, June 11-12, 2001.]]Google ScholarGoogle Scholar
  13. Emerson, R.M., R.I. Fretz and L.L. Shaw (1995): Writing Ethnographic Fieldnotes. Chicago, IL: The University of Chicago Press.]]Google ScholarGoogle Scholar
  14. Erickson, T. (1999). Persistent Conversation: An Introduction. Journal of Computer-Mediated Comnmnication 4(4) (http://www.ascusc.org/jcmc/vol4/issue4/ericksonintro.html).]]Google ScholarGoogle Scholar
  15. Feller, J. and B. Fitzgerald (2002): Understanding Open Source Software Development. Addison-Wesley.]] Google ScholarGoogle ScholarDigital LibraryDigital Library
  16. Fielding, R.T. (1999): Shared Leadership in the Apache Project. Communications of the ACM 42(4).]] Google ScholarGoogle ScholarDigital LibraryDigital Library
  17. Fogel, K. (1999): Open Source Development with CVS: Learn How to Work With Open Source Software. The Coriolis Group.]] Google ScholarGoogle ScholarDigital LibraryDigital Library
  18. Garfield, E. (1979): Citation Indexing: Its Theory and Applications in Science, Technology and Humanities. New York, NY: John Wiley.]]Google ScholarGoogle Scholar
  19. German, D. and A. Mockus (2003): Automating the Measurement of Open Source Projects. In Proceedings of the 3rd Workshop on Open Source Software Engineering. Portland OR, pp. 63-68.]]Google ScholarGoogle Scholar
  20. Ghosh, R. and V.V. Prakash (2000): The Orbiten Free Software Survey. First Monday 5(7).]]Google ScholarGoogle Scholar
  21. Gonzalez-Barahona, J.M., L. Lopez and G. Robles (2004): Community Structure of Modules in the Apache Project. In Proceedings of the 4h International Workshop on Open Source Software Engineering. Edinburgh Scotland, pp. 44-48.]]Google ScholarGoogle ScholarCross RefCross Ref
  22. Gordon, R.B. (1993): The Interpretation of Artifacts in the History of Technology. In S. Lubar and W.D. Kingery (eds.): History from Things: Essays on Material Culture. London: Smithsonian Institution Press, pp. 74-93.]]Google ScholarGoogle Scholar
  23. Grinter, R.E., J. Herbsleb and P. Dewayne (1999): The Geography of Coordination: Dealing with Distance in R&D Work. In Proceedings of the international ACM SIGGROUP Conference on Supporting Group Work. New York: ACM, pp. 306-315.]] Google ScholarGoogle ScholarDigital LibraryDigital Library
  24. Hars, A. and S. Ou (2000): Why is Open Source Viable? A Study of Intrinsic Motivation, Personal Needs and Future Returns. In M. Chung (ed.): Proceedings of the 2000 Americas Conference on Information Systems. Long Beach CA, pp. 486-490.]]Google ScholarGoogle Scholar
  25. Heer, J., S.K. Card and J.A. Landay (2005): Prefuse: A Toolkit for Interactive Information Visualization. In Proceedings of the Sigchi Conference on Human Factors in Computing. New York: ACM, pp. 421-430.]] Google ScholarGoogle ScholarDigital LibraryDigital Library
  26. Herbsleb, J., A. Mockus, T. Finholt and R.E. Grinter (2000): Distance, Dependencies, and Delay in a Global Collaboration. In Proceedings of the ACM conference on computer supported cooperative work (CSCW 2000). New York: ACM.]] Google ScholarGoogle ScholarDigital LibraryDigital Library
  27. Hine, C. (2000): Virtual Ethnography. Sage Publications.]]Google ScholarGoogle Scholar
  28. Inkeles, A. (1969): Social Structure and Socialization. In D.A. Goslin (ed.): Handbook of Socialization Theory and Research. Chicago: Rand McNally, pp. 615-632.]]Google ScholarGoogle Scholar
  29. Kelty, C.M. (2001): Free Software/Free Science. First Monday 6(12).]]Google ScholarGoogle Scholar
  30. Kling, R., G. Kim and A. King (2003): A Bit More to IT: Scholarly Communication Forums as Socio-technical Interaction Networks. Journal of the American Society for Information Science and Technology, vol. 54, no. 1, pp. 47-67.]] Google ScholarGoogle ScholarDigital LibraryDigital Library
  31. Kraft, P. (1977): Programmers and Managers: The Routinization of Computer Programmers in the United States. New York: Springer-Verlag.]] Google ScholarGoogle ScholarDigital LibraryDigital Library
  32. Krishnamurthy, S. (2002): Cave or Community? An Empirical Examination of 100 Mature Open Source Projects. First Monday 7(6).]]Google ScholarGoogle Scholar
  33. Latour, B. (1987a): The Pasteurization of French Society, with Irreductions. Cambridge, MA: Harvard University Press.]]Google ScholarGoogle Scholar
  34. Latour, B. (1987b): Science in Action: How to Follow Scientists and Engineers Through Society. Cambridge, MA: Harvard University Press.]]Google ScholarGoogle Scholar
  35. Latour, B. (1996): On Actor-Network Theory: A Few Clarifications. Soziale Welt, vol. 47, no. 4, pp. 369-381.]]Google ScholarGoogle Scholar
  36. Latour, B. (1999): On Recalling Ant. In J. Law and J. Hassard (eds.): Actor Network Theory and After. Oxford: Blackwell, pp. 15-25.]]Google ScholarGoogle Scholar
  37. Latour, B. (1999): Pandora's Hope. Cambridge, MA: Harvard University Press.]]Google ScholarGoogle Scholar
  38. Lave, J. and E. Wenger (1991): Situated Learning: Legitimate Peripheral Participation. New York, NY: Cambridge University.]]Google ScholarGoogle Scholar
  39. Law, J. (1999): After Ant: Complexity, Naming, Topology. In J. Law and J. Hassard (eds.): Actor Network Theory and After. Oxford: Blackwell, pp. 1-14.]]Google ScholarGoogle Scholar
  40. Lerner, J. and J. Tirole (2002): Some Simple Economics of Open Source. The Journal of Industrial Economics, vol. L(2), 197-234.]]Google ScholarGoogle ScholarCross RefCross Ref
  41. Lyman, P. N. Wakeford (eds.) (1999): Analyzing Virtual Societies: New Directions in Methodology. Thousand Oaks: Sage.]]Google ScholarGoogle Scholar
  42. Maas, W. (2004): Inside an Open Source Software Community: Epirical Analysis on Individual and Group Level. In Proceedings of the 4th Workshop on Open Source Software Engineering. Edinburgh Scotland, pp. 64-70.]]Google ScholarGoogle ScholarCross RefCross Ref
  43. Madey, G., V. Freeh and R. Tynan (2002): The Open Source Sofware Development Phenomenon: An Analysis based on Social Network Theory. In Proceedings of the Americas Conference on Information Systems (AMCIS2002), Dallas TX, pp. 1806-1813.]]Google ScholarGoogle Scholar
  44. Mahendran, D. (2002): Serpents and Primitives: An Ethnographic Excursion into an Open Source Community. Unpublished Masters thesis, University of California, Berkeley, Berkeley, CA.]]Google ScholarGoogle Scholar
  45. Marcus, G.E. (1995): Ethnography in/of the World System: The Emergence of Multisited Ethnography. Annual Review of Anthropology, vol. 24, 95-117.]]Google ScholarGoogle ScholarCross RefCross Ref
  46. Matsushita, M., K. Sasaki, Y. Tahara, T. Ishikawa and K. Inoue (2003): Integrated Open-Source Software Development Activities Browser (CoxR). In Proceedings of the 3rd Workshop on Open Source Software Engineering, Portland OR, pp. 99-104.]]Google ScholarGoogle Scholar
  47. Mockus, A., R.T. Fielding and J. Herbsleb (2000): A Case Study of Open Source Software Development: The Apache Server. In Proceedings of the 22nd International Conference on Software Engineering. Limerick, Ireland, pp. 263-272.]] Google ScholarGoogle ScholarDigital LibraryDigital Library
  48. Moon, J.Y. and L. Sproull (2000): Essence of Distributed Work: The Case of the Linux Kernel. First Monday 5(11).]]Google ScholarGoogle Scholar
  49. Nonnecke, B. and J. Preece (2003): Silent Participants: Getting to Know Lurkers Better. In D. Fisher and C. Lueg (eds), From Usenet to Cowebs: Interacting with Social Information Spaces, Springer Verlag.]]Google ScholarGoogle Scholar
  50. Orr, J. (1990): Sharing Knowledge, Celebrating Identity: War Stories and Community Memory in a Service Culture. In D.S. Middleton and D. Edwards (eds.): Collective Remembering: Memory in Society., Beverly Hills, CA: Sage Publications.]]Google ScholarGoogle Scholar
  51. Osterlie, T. (2004): In the Network: Distributed Control in Gentoo Linux. In Proceedings of the 4th International Workshop on Open Source Software Engineering. Edinburgh Scotland, pp. 76-81.]]Google ScholarGoogle ScholarCross RefCross Ref
  52. Potts, C. and L. Catledge (1996): Collaborative Conceptual Design: A Large Software Project Case Study. Computer Supported Cooperative Work: The Journal of Collaborative Computing, vol. 5, no. 4, pp. 415-445.]] Google ScholarGoogle ScholarDigital LibraryDigital Library
  53. Python (2004). The Python Project's Web Site, available at: http://www.python.org.]]Google ScholarGoogle Scholar
  54. Raymond, E.S. and B. Young (2001): The Cathedral and the Bazaar: Musings on Linux and Open Source by an Accidental Revolutionary. O'Reilly & Associates.]] Google ScholarGoogle ScholarDigital LibraryDigital Library
  55. G. Robles-Martinez, J.M. Gonzalez-Barahona, J. Centeno-Gonzalez, V. Matellan-Oliveira and L. Rodero-Merino (2003): Studying the Evolution of Libre Software Projects using Publicly Available Data. In Proceedings of the 3rd Workshop on Open Source Software Engineering, Portland OR, pp. 111-116.]]Google ScholarGoogle Scholar
  56. Rutter, J. and G. Smith (2002): Ethnographic Presence in Nebulous Settings: A Case Study. Paper presented at the ESRC virtual methods seminar series, research relationships and online relationships, CRICT, Brunel University, 19 April 2002.]]Google ScholarGoogle Scholar
  57. Sack, W. (2000a): Design for Very Large-scale Conversations. Unpublished Ph.D. thesis, MIT Media Laboratory, Cambridge, MA.]]Google ScholarGoogle Scholar
  58. Sack, W. (2000b): Disourse Diagrams: Interface Design for very Large-scale Conversations. In Proceedings of the 33rd Hawaii International Conference on System Sciences, Persistent Conversations Track. Maui HI: IEEE Computer Society.]] Google ScholarGoogle ScholarDigital LibraryDigital Library
  59. Sack, W. (2001): Conversation Map: An Interface for Very Large-Scale Conversations. Journal of Management Information Systems, vol. 17, no. 3, pp. 73-92.]]Google ScholarGoogle ScholarDigital LibraryDigital Library
  60. Sack, W. and J. Dumit (1999): Very Large-scale Conversations and Illness-based Social Movements. In Presented at the Conference Media in Transition. Cambridge MA: MIT.]]Google ScholarGoogle Scholar
  61. Seely Brown, J. and P. Duguid (1991): Organizational Learning and Communities-of-Practice: Toward a Unified View of Working, Learning, and Innovation. Organization Science, vol. 2, no. 1, pp. 40-57.]]Google ScholarGoogle ScholarCross RefCross Ref
  62. Shaikh, M. and T. Cornford (2004): Version Control Tools: A Collaborative Vehicle for Learning in F/OS. In Proceedings of the 4th Workshop on Open Source Software Engineering. Edinburgh Scotland, pp. 87-91.]]Google ScholarGoogle ScholarCross RefCross Ref
  63. Sim, S.E. and R.C. Holt (1998): The Ramp-up Problem in Software Projects: A Case Study of How Software Immigrants Naturalize. In Proceedings of the 20th International Conference on Software Engineering. Kyoto Japan, pp. 361-370.]] Google ScholarGoogle ScholarDigital LibraryDigital Library
  64. Smith, M.A. and A.T. Fiore (2001): Visualization Components for Persistent Conversations. In Proceedings of the SIGCHI Conference on Human Factors in Computing Systems. Seattle WA NY: ACM Press, pp. 136-143.]] Google ScholarGoogle ScholarDigital LibraryDigital Library
  65. Star, S.L. (1991): Power, Technologies and the Phenomenology of Convention: on being Allergic to Onions. In J. Law (ed.): A Sociology of Monsters. London: Routledge, pp. 26- 56.]]Google ScholarGoogle Scholar
  66. Star, S.L. (1995): Ecologies of Knowledge: Work and Politics in Science and Technology. State University of New York Press.]]Google ScholarGoogle Scholar
  67. Teil, G. and B. Latour (1995): The Hume Machine: Can Association Networks do More than Formal Rules? Stanford Humanities Review vol. 4, no. 2, pp. 47-65.]] Google ScholarGoogle ScholarDigital LibraryDigital Library
  68. Tuomi, I. (2001): Internet, Innovation, and Open Source: Actors in the Network. First Monday 6(1).]]Google ScholarGoogle Scholar
  69. Turkle, S. (1997): Life on the Screen: Identity in the Age of the Internet. Touchstone Books.]] Google ScholarGoogle ScholarDigital LibraryDigital Library
  70. Turner, V. (1969): The Ritual Process: Structure and Anti-structure. Chicago: Aldine Publishing Co.]]Google ScholarGoogle Scholar
  71. Von Krogh, G., S. Spaeth and K. Lakhani (2003): Community, Joining, and Specialization in Open Source Software Innovation: A Case Study. Research Policy, vol. 32, no. 7, pp. 1217- 1241.]]Google ScholarGoogle ScholarCross RefCross Ref
  72. Von Hippel, E. (2002). Horizontal Innovation Networks: by and for Users (Working paper No. 4366-02). MIT.]]Google ScholarGoogle Scholar
  73. Wall, L., T. Christiansen and J. Orwant (2000): Programming Perl. 3. San Francisco, CA: O'Reilly.]] Google ScholarGoogle ScholarDigital LibraryDigital Library
  74. Weber, M. (1949): The Methodology of the Social Sciences. (E. Schills & H. Finch, Trans.). New York: The Free Press.]]Google ScholarGoogle Scholar
  75. Weber, S. (2000): The Political Economy of Open Source Software (Workingpaper). Berkeley, CA: Berkeley Roundtable on the International Economy (BRIE).]]Google ScholarGoogle Scholar
  76. Wellman, B. (1988): Structural Analysis: From Method and Metaphor to Theory and Substance. In B. Wellman and S.D. Berkowitz (eds.): Social Structures: A Network Approach. Cambridge: Cambridge University Press, pp. 19-61.]]Google ScholarGoogle Scholar
  77. Yamauchi, Y., M. Yokozawa, T. Shinohara and T. Ishida (2000): Collaboration with Lean Media: How Open-source Software Succeeds. In Proceeding of the ACM 2000 Conference on Computer Supported Cooperative work. December 2-6, Philadelphia PA, pp. 329-338.]] Google ScholarGoogle ScholarDigital LibraryDigital Library
  78. Zhang, W. and J. Storck (2001): Peripheral Members in Online Communities. In Proceedings of AMCIS 2001 the Americas Conference on Information Systems. Boston MA, p. 7.]]Google ScholarGoogle Scholar

Index Terms

  1. Socialization in an Open Source Software Community: A Socio-Technical Analysis

        Comments

        Login options

        Check if you have access through your login credentials or your institution to get full access on this article.

        Sign in

        Full Access

        About Cookies On This Site

        We use cookies to ensure that we give you the best experience on our website.

        Learn more

        Got it!