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[Note 1: Figure 1 and Figure 2 have been removed from the body.  The figures themselves are listed under Illustrations .  The original captions are:

Figure 1: "Figure 1: a handsome, contemplative, GNU head gazing into the distance... demonstrating both the humorous and serious sides of hacker culture."; "Source: FSF"

Figure 2: "Figure 2:  Tux, the Linux mascot, reflects the fun side of hacker culture."; "Source: Larry Ewing"

Note 2: Contacting the author: dan(insert@here)ids.org.au

Note 3: 4/4/03: There is an erroneous bibliographic entry that should have been removed when this essay was originally submitted - sorry in particular to Wade Hampton for this stupid error :-\



[Title Page]

The Future of Free Software in K-12 Learning Environments



by
Daniel Carter

Candidate Number: D XXXX XXX




International Baccalaureate
Extended Essay
in
Information Technology in a Global Society (ITGS)



Submitted July, 2002



Word Count: 3889


[i]Abstract
This paper is concerned with the role of free software in education. Since this is a relatively broad topic, the research has been limited to free software’s role in Kindergarten to Year 12 (K-12) curricula. Thus, the question posed is ‘What must happen if free software is to continue advancing its role in the curricula of K-12 schools?’

Beginning with a brief synopsis of the free software movement, this paper moves onto a real world case involving proprietary vendors, followed by a brief discussion of the advantages that make free software an ideal choice for K-12 education. Despite the advantages, most K-12 schools have neither embraced free software nor fully considered the ethical implications that arise from the use of software in educational environments. The key reasons for this are examined possible solutions identified. Threat of corporate power to the free software movement is considered, along with the ethical problem of ‘hoarding’ that it arose from. Finally, the future development of the Schoolforge coalition is discussed and conclusions drawn.

The free software community needs to convince school personnel that free software is ideal for use in education, both practically and from an ethical standpoint, but in doing so, must carefully consider where and how its future advocacy efforts should be concentrated. More educators need to understand the issues involved with the use of software and, to a large extent, this problem rests with the free software community. That community’s basic principle - the right to essential freedoms - should be the foundation of its efforts in assisting schools to replace existing infrastructure in an appropriate manner.

Word count: 268 words


[ii]The Future of Free Software in K-12 Learning Environments

Contents

Abstract...

Contents...

Acknowledgements...

Introduction...

Background...

The issue of freedom...

Communicating the advantages...

Obstacles...


What remains...

Conclusion...

Bibliography/Illustrations...

Appendix...




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[iii]Acknowledgements

It would be rather selfish of me if, after finishing this essay, I forgot to personally acknowledge all the people who were influential in its creation. I would like to acknowledge Tim Sprod, without whom I would not be writing an I.B. Extended Essay, and Pat Boyd, my supervisor, for helping me refine various aspects of it.

I would like to thank Kim Perkins, Jeff Nelson, Michael Hall, Alejandro Diaz and Jim Thomas, who took part in my survey (the results are reproduced in the Appendix), ‘Mac’, Daniel Dent, Chris Hornbaker, Kyle Hutson, Alejandro Diaz, Ben Nickell, Jim Thomas, Michael Williams, Mathieu Allard and Randy Smith for answering various questions I had along the way. I would particularly like to thank David Bucknell, editor of the OpenSourceSchools.org, for his encouragement. Oh, and yours too, Mum & Dad.

I express the greatest gratitude to all those inspiring hackers without whom the free software community would be non-existent. Thanks especially to the operators of the fifties, Richard Stallman, Linus Torvalds, Eric Raymond and the many thousands of hackers that have contributed so much to the free software tradition over the decades. A special thankyou as well to Doug Loss and everyone at SEUL for their outstanding efforts.

Finally, thanks to everyone who contributes to the SEUL/Edu and Schoolforge discussions. What a great place to be! :-)


Here’s to free software!

Daniel Carter
July, 2002


[1]Introduction
Free software, commonly referred to as Open Source Software (OSS), 1 is an increasingly popular software development and distribution methodology. In this context, free software constitutes the freedom “...to modify the software for private use... to redistribute... with or without modifications... commercially or noncommercially.” 2 Used in many organisations and home computer systems world-wide, free software has attracted an international community of individuals who work together to extend the influence of free software and other open resources in education. “What must happen if free software is to continue advancing its role in the curricula of K-12 schools?” is the question that is considered in this paper. While substantial inroads have been made towards accomplishing this goal, many challenges remain, both at tertiary and K-12 levels. In this context, ‘curricula’ includes any computer software that a K-12 student may directly use in an educational context at school, such as operating systems, productivity software and development software. For the purposes of this essay, an exhaustive study of all such categories would prove ineffectual, however, several specific examples are included.

Background

From 1955, IBM operators gathered to “discuss hardware fixes, software problems, and solutions, with IBM’s encouragement.” 3 Operators shared ideas and code freely until the late 1970s, when many companies saw potential profit in software sales. Thus, the hacker 4 (essentially, an enthusiastic programmer) ethic gave way to a corporate ethic, and before long, the hacker community would begin to disintegrate in the tide of a rapid commercial uptake of proprietary software development and distribution methodology. Richard Stallman, a hacker at the Massachusetts Institute of Technology (MIT) Artificial Intelligence lab, was morally opposed to this change, seeing intrinsic worth in free software, akin to other freedoms such as freedom of speech. This compelled him to quit his job at MIT, freeing himself from the [2]restrictions of his job. He started coding the GNU (GNU’s Not UNIX! 5 [see Figure 1]) System, which he determined should become a completely Free UNIX-like operating system that anyone could choose to use over proprietary software. 6 While the GNU kernel, HURD, has taken longer to complete than Stallman originally intended, the GNU project is commonly combined with Linux, another free kernel. 7 Free software, 8 overcoming numerous obstacles, has gained recognition as a methodology which rivals and, in many respects, surpasses the performance of its proprietary counterparts. Nonetheless, there is much left for the free software community to accomplish, such as furthering the use of free software in education.

The issue of freedom
Historically, free software is of greater cultural than economic value. Peter Wayner explains, “The word “free” has a much more complicated and nuanced meaning [than that of a zero cost avenue] within the free software movement. In fact, many people who give away their software don’t even like the word “free” and prefer to use “open” to describe the process of sharing.” 9 The roots of proprietary software reside in the late 1970s, when the cost of computing power was sufficiently low to warrant paying for the software. 10 Companies began to restrict access to their source code so they could sell their binaries 11 for profit. Free software advocates, on the other hand, see source code as so valuable in its own right that such a trade-off is not reasonable at all. For some, this belief is embedded in strong philosophical values, while for others, access to the source code is an issue of saving money or having fun (see Figure 2). In K-12 education especially, cost is an [3] extremely important issue. More schools, however, need to reassess their position on how they choose their software. Should they choose according to the level of freedom the software provides, or according to which software is most commonly used in the workplace? Like monetary cost, which is an issue of practicality, this is an important question to consider.

Is there a practical way to define freedom? In the words of Wayner, (discussing ‘breaches’ in ‘Microsoft’s armour’) “The third breach will be young kids. They have no previous allegiances and are eager to learn new computer technology. Microsoft may ask “Where do you want to go today?” but they don’t want to talk with someone whose answer is “The guts of your OS.” The best and brightest 13-year-olds are already the biggest fans of free software.” 12 In a model world, this would be reason enough for a school to use free software, since if the ‘best and brightest 13-year-olds’ want the freedom to edit the source code, they probably have a good reason. Unfortunately, in this imperfect world, despite the great educational opportunity that results from sharing source code, the logistical problems associated with drastically changing a school’s infrastructure have hindered free software’s penetration. In many cases, such infrastructure covers large administrative areas, adding to the complication.

It can be argued that in the long run, moving to free software has the potential to save a vast amount of time. One particular case in point is the Portland Public Schools district, with some 25,000 computers. In March, 2002, Microsoft demanded that the district inventory all of its computers software within sixty days. As a result of this “virtually impossible” task, several schools in the Oregon/Washington asked, “whether we want to continue with the Microsoft [4]platform.” 13 Schools should also consider whether free or proprietary licenses encourage innovation and creativity more. Ultimately, it is the role of school personnel to resolve such issues, but they must also be alerted to the fact that they exist and be supported by the free software community. Schools that move to free software can take advantage of packages such as K12LTSP, a free terminal server 14 Linux distribution 15 that allows a school to make use of ageing hardware and reduce administrative requirements by placing essential services on a single server. Within nine months, K12LTSP was distributed to 5,000 schools, and has proven immensely popular. 16 Given the potential savings in administration time and money, due to K12LTSP’s design, this figure should rise in the future.

Communicating the advantages
Free Software is advantageous in K-12 environments for several reasons. Firstly, free software reduces total cost of ownership. 17 Secondly, systems such as GNU/Linux and FreeBSD are generally extremely secure, efficient and functional. 18 Thirdly, free software is renowned for its reliability. Wayner puts this into perspective: “Linux users bragged that their system rarely crashed. Some claimed to have machines that had been running for a year without a problem.” 19 Finally, since free software is modifiable at source level, it holds numerous advantages, such as the freedom to fix software bugs and add new features. Such improvements can then be contributed to the maintainer of the original application, for the benefit of all. Thus, the free software model, as opposed to the proprietary model, has the potential to create an environment that is more accessible to a wider range of persons in a larger context. Many independent studies have been conducted that demonstrate these advantages, 20 and these should complement the efforts of free software advocates in communicating them.

[5]Obstacles
Despite the advantages of free software, most schools have either failed to consider it as an option, or do not see it as suitable for their requirements. There are several key reasons for this, including: (1) misinterpretation of the modern free software movement, (2) the belief that the applications available for the platform do not meet their curriculum’s requirements and (3) reluctance to replace the existing software set-up. If free software is to advance its role in the curricula of K-12 schools, all of these reasons must be addressed.

Misinterpretation of the free software movement is widespread. In his great essay, The Cathedral and the Bazaar , Eric Raymond explains how he “... worked hard not just at individual projects, but also at trying to understand why the Linux world not only didn’t fly apart in confusion but seemed to go from strength to strength at a speed barely imaginable to cathedral-builders.” 21 Raymond was one of many who failed to understand the “great babbling bazaar of different agendas and approaches” that was the Linux community of 1993. He explains how he began to understand how the ‘bazaar’ model operates successfully. In 1998, Netscape Communications embraced the ‘bazaar’ that Raymond had unravelled, 22 and since that time, other previously proprietary-orientated companies such as and IBM and Sun Microsystems have followed suit, albeit to varying extents. The vast majority of K-12 schools, however, have not, and it is critical that the free software community reaches them.

Misinterpretation on the part of major proponents in the proprietary software market could actually work in favour of free software in educational environments. These companies may ultimately lose out because of an oversight - a misunderstanding of how technology is developing the educational process. Vijay Kumar et al. argue that “The architecture of learning-managemement systems must support the development of diverse, customised tools in the support of discipline or pedagogically specific needs.” 23 It can be difficult for a corporate entity to achieve such diversity. Hackers claim that this is due to the shallow ‘gene pools’ 24 that result from highly centralised development. As Kumar et al.’s argument runs, the enabling of different [6]educational entities to provide special academic services demands an “open-source, enterprise approach.” 25 It is clear that many companies do not like the open-source, enterprise approach. The now infamous ‘Halloween Documents’, a collection of documents leaked internally from Microsoft in 1998, testify to the fact that the company recognises the threat of free software, and is targeting it. 26 The company has even created its own brand of proprietary ‘open-source’, 27 called ‘shared source’. 28 David Braue wrote, referring to several responses by the free software community to Microsoft’s latest tactics, “With the genie out of the bottle, such efforts could force the software giant to embrace open-source more warmly, or risk losing its stranglehold on key parts of the software industry.” 29 Braue, like Kumar et al. implies that free software is the way of the future, however, there is no concrete evidence that the company plans to embrace free software warmly, and the free software community must remain on guard, just as it would with any threat to its existence.

Free software advocates refer to proprietary control over software as ‘hoarding’. Needless to say, proprietors of such software refer to this practice as ‘maintenance of intellectual property rights’, or similar. In the computing community, and, indeed, in the larger scientific community, there is much debate over whether or not this kind of ownership is ethical. Richard Stallman stated, “... if restricting the distribution of a program already developed is harmful to society overall, then an ethical software developer will reject the option of doing so.” 30 ‘Hoarding’ also commonly involves the use of proprietary file formats. Free software advocates are especially averse to this, since it inhibits the compatibility of free software with those formats 31 . For educators, this is also an important practical consideration, since standard, open formats guarantee future compatibility, whilst proprietary formats do not. 32

[7]The belief that certain required applications do not exist is sometimes true. The efforts of the free software community have made this less of an issue, however. New educational applications are announced frequently on the SEUL/Edu (Simple End User Linux/Education) mailing list and published on the Internet. 33 Furthermore, compatibility layers such as WINE 34 provide certain free platforms with some foreign binary compatibility. Another development of note on SEUL’s ‘to-do’ list currently being developed is a set of ISO images, developed cooperatively by educators around the globe, containing educational software aimed specifically at K-12 curricula. 36 This set holds promise to help resolve the issue of finding relevant applications for particular curricula. Despite these advances, some proprietary applications are difficult to replace. This is a major issue that will take time to overcome. See Table 1 for examples.

Reluctance to replace a school’s existing proprietary software installation with free software is, on the surface, quite reasonable. ‘If it aint broke, don’t fix it’ has always been a common argument. Furthermore, it can be a significant undertaking to convince one’s superior(s) to agree to such an undertaking, which invariably goes against the ‘status quo’. One possible solution is ‘inviting your boss’ and other superiors to take part in some conversation with real free software advocates, thereby becoming involved ‘insiders’. 37

Another factor that may be affecting the uptake of free software in schools is what Havoc Pennington calls “good UI [User Interface]”. Pennington maintains that “consistently producing quality user interfaces is hard” and that until recently, more effort was invested in lower-level of free software, because that is where hacker expertise traditionally lies, however, the situation will improve as projects such as GNOME 38 mature. 39 Re-learning any user interface can and will still be intimidating, however, if only initially.

[8]Table 1
Application Issue Possible Solution(s)
Renaissance Learning’s Accelerated Reader (1) No equivalent free application available Develop a free application.
The Learning Company’s KidPix and other ‘edutainment’ (1) “... there is political pressure to use what has been purchased” “If equivalent applications existed under Linux (and
particularly, if they were GPLed), this pressure would be lessened, if not eliminated altogether.”
Microsoft Word (1) Many employers expect experience in using the product, or so many teachers and parents believe. Somehow communicate to people that much knowledge in one product “carries over” to other products. ‘How?’ is the problem that remains to be answered.

Wait for and/or help employers to see the benefits of free software for themselves. OpenOffice.org, for example, is an excellent, free Microsoft Office-compatible productivity suite.
Encyclopaedia Britannica (2) “If Britannica won't run, we can't use Linux.” Develop a free viewer application.

Hope that Britannica provides support for their upcoming JAVA-based application.

Use the online version, if possible.
Language Software (3) “In our point of view, there is a horrible lack of multimedia educative titles in Spanish language for Linux (or in any other language)” Develop a free application.
Corel WordPerfect, MetaCard MetaCard, Vividata OCR Shop (4) “...if there were open-source that could replace those apps, we would use them!” Migrate from WordPerfect to another word processor.

Use a MetaCard alternative, such as PyCard or Visual TCL. Both would require MetCard applications to be adapted.

[9]Sources (Table 1): (1) Hutson, Kyle and Carter, Daniel. Personal Communication on the topic of proprietary applications inhibiting the uptake of GNU/Linux at his school. May 2002. (2) Britannica . (thread on seul-edu@seul.org in May, 2002) The Internet: 2002, archived at http://archives.seul.org/schoolforge/discuss/May-2002/threads.html (accessed 30/6/02). (3) Diaz, Alejandro. Survey (see Appendix) I conducted on the role of free software in schools. Question 8. February 2002. (4) Ibid. Question 6.

----------------------------------------

A threat to free software, and thus free software in K-12 education, is that of corporate power. Numerous corporate bodies have indicated support for the free software movement, while others are against free software, particularly ‘copyleft’ 40 free software. They assert that: (1) free software inhibits ‘innovation’, (2) adversely affects industry, (3) lacks Quality of Service guarantees, such as security and (4) costs more, both in migration and unforeseen expenses. 41 These arguments, however, have so far been put forward without substantiated evidence, and are thus aimed at manipulating users with insufficient knowledge of such issues. 42 Thus, the free software community must work at refuting such statements with evidence.

One such person to refute Microsoft’s arguments against free software is Edgar David Villanueva Nuñez, a Congressman of the Republica of Perú. His rebuttal of a letter from Juan Alberto González of Microsoft, Perú clearly explains many common misconceptions about free software and, most importantly, why such conceptions are wrong. González’s original letter was a response to a proposed bill that would mandate the use of free software on all public computer systems in Perú. 43 Nuñez is clearly confident that, if implemented, the proposed bill would succeed. In response to González’s citation of Mexico’s failure to successfully implement free software in its public schools, Nuñez replied, “... the assumption was made that to implant free software in schools it would be enough to drop their software budget and send them a CD ROM with Gnu/Linux instead. Of course this failed, and it couldn't have been otherwise, just as school laboratories fail when they use proprietary software and have no budget for implementation and maintenance.” 44 Nuñez’s observation holds an important lesson for schools planning to [10]implement free software - that while its low price tag is attractive, it should not be the only consideration. Any school has a responsibility to use its resources for maximum educational gain on the part of its students. To that end, free software is an ideal choice. That fact, and the freedom that results from it, is what the free software community should focus on.

What remains

Significant inroads have already been made towards bringing free software into K-12 curricula world-wide. A notable development is Schoolforge, a coalition of educational organisations established in early 2002. Doug Loss says of the coalition: “For too long, our many projects suffered from isolation and low visibility. Our lack of a unified organisation often meant that our efforts as educators and as technologists were duplicative. Isolated, we could neither build on our colleagues successes, nor learn from their failures.” 45 Schoolforge can only improve the case for free software in education, however, with many hardened vendors and users of proprietary software, it still has much to accomplish. Thus, the most pertinent problem for the Schoolforge coalition, like other organisations advocating free software in education, many of which are Schoolforge members, is how it should focus its future efforts.

The answer may lie in Matthew Szulik’s idea of an ‘Open Source Education Corporation’. Szulik envisions this organisation to: (1) Open up the spending process to welcome open source [free] software, (2) Target the neediest schools, (3) Create an open source hardware exchange and (4) Create and share educational applications. 46 If Schoolforge were to focus its group efforts on each of these points, as well as in an ‘ad-hoc’ fashion, which is also important, perhaps it would be taking a faster lane to success.

Conclusion
As we have seen, despite the advantages of free software in K-12 education, there are numerous obstacles that the free software community must overcome, both internal and external to a school. In targeting K-12 schools, the free software community must communicate the advantages of free software in improving a school’s capacity to effectively educate its students. It must work with [11]schools in finding replacements for existing infrastructure and in helping decision makers become ‘insiders’. Most pertinently, it must be remembered that the future success of free software in K-12 education rests primarily with dedicated volunteers. In a rapidly changing industry, the basic principle of the free software advocate - that of the right to essential freedoms - must remain its foundation. It follows that this principle should apply equally in education, and it is important that more educators recognise this fact. A useful question for future research arising from these issues is “Which advocacy methods are most effective in convincing educators to employ free software in their curricula?” Whatever the answer may be, it seems that maintaining a balance between ethical and logistical issues is an appropriate place to start.

Word count: 3889 words



[12]
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[17]Illustrations


Figure 1:
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Figure 2:
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[18]Appendix

I conducted this survey in February 2002 to assist me in the thinking process. I am reproducing it and the results here in full, with the permission of the participants.
------------------------------------------------------------
[Beginning of Survey]

Survey

Instructions

All 9 of the following questions in the table below are completely optional. I would prefer it if you answered them all, but if for some reason you do not want to answer a particular question, simply leave the answer cell blank. Some of them may not be relevant to you anyway.

My primary interest for the purpose of this essay is the role of free software in K-12 education. If your experiences are in tertiary and further education, I would still appreciate your input, because there are links between K-12 and tertiary education that may become important as I complete my essay.

Important note: Whenever I refer to 'free software', I am referring to 'open source'. I am differentiating between 'commercial' and 'proprietary' software, so please do not confuse the two in your answers. Remember, free software is often commercial software also. Official Red Hat Linux is an example of commercial free software (except for the proprietary CDs, of course).

Important! What is the name of your School/Area? A short description may also prove helpful when I attempt to draw any conclusions from this survey. Please make your type of institution (e.g. K-3, technical university, etc.) clear:

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Question Kim Perkins (VIC)

Information Services Manager,
Strathcona Baptist Girls Grammar School, Melbourne, Victoria, Australia
Jeff Nelson

United Arab Emirates
Michael Hall (NT)

Larapinta Primary School, Alice Springs, Northern Territory, Australia
Alejandro Diaz Jim Thomas

Volunteer SysAdmin, Vienna Adventist Academy, VA, USA

Principal Applications Engineer, Bittware, Inc.
1. How extensive is the use of free software in your school/region (specified above)? Is free software considered to be a viable alternative for actual learning and teaching, or is it merely employed for tasks such as web serving or file sharing? We use a number of &quotfree" software packages in the classroom including: Star Ofice, GIMP, Ayam, Qcad on RedHat 7.2 We have this software suite installed on 90 machines. Where I'm working right now (UAE), Linux is seldom seen in education. Right now I'm working on installing a Linux web server for our department, but it might not last long because there's such strong movement towards standardizing on Windows, and I certainly don't have the political clout to effect a wholesale change.

I did offer a class in the USA one semester for Korean computer science
students using Linux. It was a resounding success.
All 180 schools in the NT use Linux LAN servers, Star Office as office suite and SquirrelMail as webmail application. All computers in our school are operating in Linux (servers AND desktop computers). Our school is a public teacher's school, that is, a school that prepares teachers for elementary and secondary institutions. Due the nature of our school, we naturally believe that Linux is a viable alternative for learning and teaching (lot of apps to study and use, a free access to those programs that fits into our constrained budget). We have 21 PC's in the school which run Linux, including a 20-PC Linux lab and our gateway to the Internet. The Linux lab is primarily for student use. We also have 13 Windows machines - 9 for the staff, and 4 in the library for student use.

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2. Is GNU/Linux the dominant free/open source operating system in your school/region (not necessarily the dominant operating system)? RedHat 7.2 is the dominant free ware operating system Nope For servers, yes; for client workstations, no. Only our school operates in Linux. All the rest of computer centers of other schools in our region (at any level) operate in Windows. Yes. Linux is the only open source OS in our school
3. Do your students find free software easy enough to learn, as opposed to any proprietary solutions you may have tried? How about the staff - are they generally more or less reluctant to use free software than the students? Generally the students have adapted quickly especially to Star Office although the change over from Adobe Photoshop to GIMP has been a little more difficult. The staff have generally been competent as well, although again, more complex programs such as GIMP have proven to be a bit of a challenge to some. N/A in UAE; back home (USA), I had a lot of students who were eager to try it out. Couldn't say for the teachers. Staff whinge more than students. They are more set in their ways, less prepared to 'play' and learn something slightly different like Star Office or SquirrelMail. Students seem to take it all in their stride. Generally the students find it as easy as propietary solutions. The general idea they have is that in Linux they can use apps that can do the same tasks as in Windows, and sometimes even better.

The staff was never reluctant to use free software because from square one they knew were doing a pioneer job -Our school was the first one to implement Linux in Mexico-
Many of the students have never been exposed to computers before, so we cannot compare their experiences with OSS to proprietary packages. Those who have used proprietary systems seemed to adapt quickly to Linux. The staff has been more reluctant to embrace Linux.

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4. In the future, which of the following do you see as most important in realizing the mass use of educational free software in the classroom and why:

- Commercialization (i.e. A 'professional' feel to applications; more support; publicly advocating free software such as GNU/Linux as a quality commercial platform).

- Concentrating on the 'community' aspects of free software - developing a larger user base by advocating free software to educators and introducing them to the benefits of the free software community, such as friendly, free support and by-products of the free software development process such as quick security fixes.

- Helping technology-lacking schools with free software and voluntary support (and maybe free hardware if appropriate as well) to help raise a new generation of free software-conscious persons.

- Pointing out the potentially dead-end nature of many proprietary standards and advocating free and open alternatives that can be adapted and extended at will.

- Proclaiming to our governments the advantages of free software in government schools. If government schools embrace free software, other schools might follow their example, or at least take some notice.

- Any other important points that have not come to my mind and you believe are important.
Free software offers the opportunity for creating specialized applications that serve a specific purpose, without the requirement for making large bloated applications that have widespread commercial appeal.

Professional feel-Many schools and education departments feel that the only platform is the Microsoft one. Consequently they waste many millions of dollars purchasing this system. They need to be made aware of the advantages of using an open-source system, not only financial but educational as well.

-Helping technologically disadvantaged schools. It is possible for a school to setup an extremely advanced system for the cost of harware alone, without penalising the students at all. This is a very important consideration.

Many universities use unix based systems, particularly in IT subjects, students who enrol in these subject would benefit from having prior experience in a unix based system.
I think the most important thing is that once the _parents_ realize the good
that Free/Open Source software can do for their schools, changes will start
happening because they
will put pressure on the school boards. In universities, the key
decision-makers need to be sold on it.
Quite simply this: that educationally sound and proven applications exist for Linux. Educationally, the platform or operating system is irrelevant. Does the software available for a platform actually help in teaching anybody anything? Most of the other arguments are financial, technical, etc etc. They are all valid but secondary to the question of educational validity, IMHO. I believe all your points are important, because our school is advocating all of them, except the first one (we are not a commercial enterprise). Check out our web page, http://enmac.seul.org. It is loaded with Linux in education advocacy (in Spanish language, though...) I believe that a linux distribution focused on education would be helpful. Such a distribution would have four options: student machine, staff machine, server, or custom.The cost of ownership is also a very important factor - especially among private schools. Open source will often run on older hardware, so a school can put off a hardware upgrade, getting more life out of existing machines. The non-requirement to license every copy of the software has a huge impact on the bottom line, and the ability to remotely administer the system reduces the need for on-site technical staff. Security. Everyone's root on a Windows box, and students routinely (and incorrectly) reconfigure these machines. This is not possible with Linux. This also reduces the administration costs.

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5. What is your experience with support? How has your experience, if any, with proprietary software support, compared to your experiences with free software support? We tend no to use external support, for any software. Very little experience with proprietary support. I had a question once about 6 years ago that I needed to call a support number for; I think it was a Mac web server product, and the solution was pretty easy. On the whole, the free support on the Web for Linux is great, though every now and then I find a problem that I'm banging my head against the wall on and nobody seems to volunteer any help. If I were more persistent and contacted the developers directly, I might get an answer in such cases. ... led me to believe that it is better than OSS? No way. The support available in online OSS communities is amazing, and free. My experiences have not been very good. I had to experience the disregard of problems in numerous times.

In KDE 1.0 there was a bug in the latinamerican keyboard layout (it didn't type the initial exclamation mark of Spanish language). The developer pointed to me the way to fix it, but the fix was never incorporated in newer releases of 1.x series.

In KDE 2.0 the latinamerican keyboard layout was dropped, as well as other international layouts. KDE developers simply disregard our requests to have those keyboards layouts back.

In the newest version of KSpread was reintroduced a bug: all cells with no content are taken as if there were a zero in it, rendering functions such as &quotaverage" useless. Again, there are no answers until this moment to fix it.

In MetaCard for Linux there is a bug in the sound system, that makes that sound files sound too fast in certain cards, or doesn't sound at all. The answer from Metacard developer was &quothere we don't have that problem" and &quotsound in Linux is a mess. Not our problem" (although sound was just fine in all other Linux apps)

And so on... :(
I do not have much experience with tech support from proprietary vendors, but if you know where to look (USENET, mailing lists), the support of OSS is tremendous.

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6. What is about free software that you feel is most important? Do you see closed-source software as unethical, and/or do you believe that free software is simply a far superior and efficient development method? I have no problem with commercial software. I will gladly pay if the cost of the software is reflected in its stability and usability. The problem with many commercial software packages is that they are priced beyond all reason, particularly when this pricing structure is applied to education where the school is often needing large numbers of each package.

You can install a free package at school and make it available to students for their home computers free of charge. That means that you know that they have access to the same software at school and at home.

Free software, being open source, allows collaborative development of the code. This means that it can be developed quickly and with more imagination (through collaboration) and it can be varied to meet specific needs.
I don't see closed-source software as unethical in itself, but illegal
competitive practices (e.g., Microsoft) certainly are, and in a lot of cases
_using_ proprietary software is unethical, if it means that a lot of money is spent that didn't have to be, especially in schools and nonprofits.
Better development method, available to the entire world (not just rich whities), but most importantly for me, infinitely extensible and customisable. From the perspective of our school, the most important factor is the free one (free as in &quotfree beer"). We do not care too much if a program is open or closed source, what we care is that we can have programs to offer to our students without a price tag. Our school doesn't have a budget for computer technology, so it is maintaned exclusively by our own activities to fund it. With costly commercial-propietary software there is no way we could have had &quotup to date" apps.
It doesn't mean that we act as free loaders. As a retribution to free sofware, we develop open source multimedia titles for Linux. (check http://enmac.seul.org/historia/historia.html) and advocate the use of free software in schools.

We do not see closed-source software as unethical. We believe this kind of software is a part of the equation. We use closed-source software for Linux in our school (WordPerfect, MetaCard, OCR Shop). Of course, if there were open-source that could replace those apps, we would use them!
The cost of ownership. Also open source is a better model for developing secure software.

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7. Can you pinpoint anything that you feel may be holding free software in education back from what it might achieve? Perhaps you can think of a specific application that is forcing you or someone you know of to use proprietary software, simply because there is no equivalent free software available to use as an alternative. A specialized example (this is unlikely to affect many, but a certain proportion of people would be) is software that analyses data from chemical testing machines (such as a spectrometer). I know it is a bit much to ask...but for free software to be useable it needs to be robust. There is nothing worse than a package that continually crashes because it has been written badly. It needs to be reliable and its output (files) need to be able to be read by the main stream commercial packages. It is of little use having a great word processor that creates files that can not be read by MS Word for example That's easy--there's very little software for language learning in Linux. (I
teach English to non-native speakers.) On the other hand, the trend is towards Web applications, so this doesn't matter as much as it used to.
I use 100% Linux/OSS for everything I do at home, and everything interesting I do at work. 1. Installation/configuration/troubleshooting seems to be harder or more crude that propietary software.
2. There are not enough people with skills to administer school Linux centers.
3. Resistance to change.
The only reason we have Windows boxes in the library is so we can use the encyclopedias on CD.
8. What would your overall assessment of free software in education be? Is it ready to take on the world of proprietary software? Is it too late? In many cases yes. GIMP for example is an excellent package that can replace Photoshop without any real disadvantage. I think it's already ready! Both on the server and the desktop. It's just a
matter of perceptions.
It is already doing so here in the NT. In our point of view, there is a horrible lack of multimedia educative titles in Spanish language for Linux (or in any other language). That lack prevent us to get rid of Windows partitions, we still need it to run multimedia programs. Other that that, we believe there is enough apps in Linux to counterpart the Windows apps It is almost ready. Right now it takes a willing administration and a dedicated sysadmin. But it is certainly not too late. I have a feeling that the new licensing approach MS is using for Windows XP will force many organizations &quotget legal" - and that may cost a lot more than they can afford.

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9. Thankyou for taking the time to complete this survey. I appreciate your input. Is there anything else you would like to comment on? Do you have a revolutionary insight into free software in education? Do you want to offer some constructive criticism?   Glad you're interested in this. How about a summary of your findings on the mailing list? Do a search for my article 'Linux and Open source software in Australia's Northern Territory' at www.opensourceschools.org for more details about Linux/OSS in the NT. Excuse the english grammar errors. English is not my native language  


The End! Thanks again!

Daniel Carter (dcarter@friends.tas.edu.au) [Do NOT use this anymore; use this instead.]

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[End of Survey]



[Footnotes]

1 Free (as in ‘liberty’) software can generally be said to be synonymous for ‘OSS’, however, there are some special exceptions, the scope of which is outside this paper. These terms have caused much heated debate. In this paper, ‘free’ will be used, unless a direct quote contains alternate usage.

2 ‘free software’ in Raymond, Eric (ed). The Jargon File Version 4.3.1. The Internet: 2001, at http://www.tuxedo.org/~esr/jargon/html/entry/free-software.html (accessed 28/6/02).

3 Salus, Peter H. The hard roots of open source software. The Internet: 2000, athttp://oss.software.ibm.com/developer/opensource/features/roots.html?dwzone=opensource (accessed 27/11/01).

4 The Jargon File Version 4.3.1 (http://www.tuxedo.org/~esr/jargon/) defines hackers as people who “program enthusiastically” (article ‘hacker’) and believe that “information-sharing is a powerful positive good, and that it is an ethical duty of hackers to share their expertise by writing free software and facilitating access to information and to computing resources where possible.” (article ‘hacker ethic’).

5 ‘GNU’ is what is known by hackers as a recursive acronym. They are traditional in hacker culture and relatively common today (e.g. LAME [Lame Aint an MP3 Encoder], WINE [Wine Is Not an Emulator], HURD [HIRD (HURD of Interfaces Representing Depth) of Unix-Replacing Daemons]).

6 Williams, Sam. Free as in Freedom First Edition. ch. 7. The Internet: 2002, athttp://www.oreilly.com/catalog/freedom/ch07.html (accessed 15/5/02).

7 Ibid., ch. 10.

8 It should be noted that while Richard Stallman is to be a, if not the key historical figure in the modern free software movement, free software, including operating systems, completely unrelated to the GNU project is fairly common. Most of the BSD Unices, for example, are free, but their communities’ precise definition of ‘freedom’ differs to some extent from that of Stallman’s.

9 Wayner, Peter. Free For All. p. 78-9. New York: HarperCollins, 2000.

10 Ibid.

11 Refers to binary programs. A program must be compiled from source code into a binary format before it can be understood by a computer’s microprocessor.

12 Ibid., p. 297.

13 Duin, Steve. Microsoft puts the squeeze on NW schools. The Internet: 2002, at http://www.oregonlive.com/news/oregonian/steve_duin/index.ssf?/xml/story.ssf/html_standard.xsl?/
base/all_wire_stories/101386428029222529.xml
(accessed 23/4/02).

14 The Linux Terminal Server Project involves the use of numerous diskless workstations which all boot off a central server instead of a local disk. In effect, only one software installation need be maintained, easing administration.

15 A distribution, or ‘distro’, is a collection of individual programs packaged to form a cohesive whole. K12LTSP is simply GNU/Linux distribution that focuses on integrating LTSP (Linux Terminal Server Project) software. This might not seem so amazing, but for a school with hundreds of machines to manage, it is revolutionary!

16 Ibid.

17 Wheeler, David A. Why Open Source Software / Free Software (OSS/FS)? Look at the Numbers! The Internet: 2002, at http://www.dwheeler.com/oss_fs_why.html (accessed 20/4/02).

18 Ibid.

19 Wayner, Peter. Free For All. p. 6.

20 op. cit. Why Open Source Software / Free Software (OSS/FS)? Look at the Numbers!

21 Raymond, Eric. The Cathedral and the Bazaar. The Internet: 1998, at http://www.ccil.org/~esr/bazaar/cb.htm (accessed 15/3/02).

22 Raymond, Eric. The Cathedral and the Bazaar. ch. 13. The Internet: 1998, at http://www.ccil.org/~esr/bazaar/cb13.htm (accessed 15/3/02).

23 Vijay Kumar, M. S. and Merriman, Jeff and Long, Phillip D. ‘Building “Open” Frameworks for Education.’ Educause Review, November/December (2001), 80-81.

24 This is a relatively common expression used by hackers in this kind of context. Its origins appear to be unknown.

25 op. cit. Building “Open” Frameworks for Education.

26 Microsoft. The Halloween Documents [leaked internal Microsoft documents]. The Internet: 1998, at http://www.opensource.org/halloween/ (accessed 12/5/02).

27 Microsoft’s ‘shared source’ cannot legally be advertised as ‘open-source’, since it does not fit the officially licensed definition of the term. David Braue (below) is thus technically incorrect in this usage. For the open-source community, ‘open-source’ and ‘proprietary’ are mutually exclusive terms.

28 Braue, David. ‘Open Season.’ The Bulletin, 21/8/2001, 62.

29 Ibid.

30 Stallman, Richard.Why Software Should Be Free. The Internet: 1992, at http://www.gnu.org/philosophy/shouldbefree.html (accessed 13/5/02).

31 Examples of such formats compressed GIFs - which use LZW compression (patented by UNISYS), Sorenson Video 3 and more recently, JPEG, who’s patent is owned by Forgent Networks.

32 Gulledge, Dale.Open Formats. The Internet: 2002, at http://opensourceschools.org/article.php?story=20020605174415668 (accessed 24/6/02).

33 Simple End User Linux. Current NPO’s. The Internet: [often updated - date n/a], at http://seuldat.seul.org/npo/ (accessed 25/4/02).

34 Hampton, Wade. Cross-Platform Work with Cygwin and Wine. The Internet: 2001, at http://opensourceschools.org/article.php?story=20011206165714853 (accessed 15/3/02).

35 Referring to ISO9660, the standard CD-ROM format.

36 Simple End User Linux. Seul/Edu Educational Application Index. The Internet:[often updated - date n/a], at http://richtech.ca/seul/ (accessed 14/5/02).

37 Bucknell, David.Dear Tech Coordinators: Invite Your Boss (and others) Inside. The Internet: 2001, at http://opensourceschools.org/article.php?story=20011104051636645 (accessed 10/4/02).

38 GNOME - GNU Network Object Model Environment - a free desktop environment (GUI).

39 Pennington, Havoc. Free software and good user interfaces. The Internet: 2002, at http://www106.pair.com/rhp/free-software-ui.html (accessed 13/5/02).

40 ‘Copyleft’ is a term coined by Richard Stallman to denote a specific kind of free license. In short, copyleft involves copyrighting a work (e.g. free software, documentation) and prohibiting the licensee to redistribute a non-free version, modified or unmodified, of that work. Copyleft does not allow for sublicensing, thus ensuring that future derivatives of a program will be free.

41 Gates, Bill (hosted by Murray, Jonothan). Government Leaders Conference (Interview in Seattle). The Internet: 2002, at http://www.microsoft.com/billgates/04_17glc.asp (accessed 20/4/02).

42 Ibid.

43 Greene, Thomas C. MS in Peruvian open-source nightmare. The Internet: 2002, at http://www.theregister.co.uk/content/4/25157.html (accessed 6/5/02).

44 Ibid.

45 Schoolforge. Schoolforge Press Release (January 8th 2002). The Internet: 2002, athttp://schoolforge.net/doc.php?w=pr-jan8 (accessed 22/2/02).

46 Szulik, Matthew. Open Schools to Open Source. The Internet: 2002, at http://www.linux-mag.com/2002-02/trench_01.html (accessed 6/6/02).



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