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Massachusetts Adopts Open Standards Strategy

prostoalex writes "The state of Massachusetts at a meeting of state information officers adopted a broad-based strategy to move to open standards. The strategy does involve Linux among other open standard solutions, while moving away from Microsoft-based platforms is one of the decisions. State Administration and Finance Secretary Eric Kriss insisted that decision was made on technical grounds and had nothing to do with antitrust investigation of Microsoft by the state of Massachusetts."

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  1. Text from article by Anonymous Coward · · Score: 4, Informative

    BOSTON (AP) - Massachusetts, the lone holdout state still suing Microsoft Corp. (MSFT) for antitrust violations, will become the first state to adopt a broad-based strategy of moving its computer systems toward open standards, including Linux, the rival operating system to Microsoft's Windows.

    State Administration and Finance Secretary Eric Kriss said Thursday that the decision, adopted at a meeting of state information officers, was made on "technical grounds" and had nothing to do with Attorney General Thomas Reilly's pursuit of Microsoft.

    In the technology industry, the term "open standards" refers to nonproprietary software. Microsoft's software is considered "closed" because application developers and other programmers don't have free access to the blueprints.

    Kriss said the state's decision was driven by a desire to reduce licensing fees but also "by a philosophy that what the state has is a public good and should be open to all," Kriss told The Associated Press. He characterized the decision as the "most visible concrete action by a state government" to move toward open standards.

    A Microsoft spokesman had no immediate comment.

    Microsoft is facing increasing challenges from Linux, which has been developed over the past decade by a global community of programmers who share their work on the condition that it be redistributed freely. It has become appealing to cost-conscious companies looking for an inexpensive means to run their servers.

    Government agencies from Germany to France to Peru have adopted or are considering Linux-based software as a cheaper alternative to Microsoft products.

  2. Blueprints??? by TwistedSquare · · Score: 2, Funny

    From the article: Microsoft's software is considered "closed" because application developers and other programmers don't have free access to the blueprints. Microsoft blueprint: 1. Make money! I don't think I've ever seen source code/standards called that before...

    1. Re:Blueprints??? by Ambush_Bug · · Score: 3, Interesting

      Without degrading the discussion into an OSS/Proprietary religious war, I don't think the issue is the money/cost as much is the openess. Remember governments get to tax companies, so money for companies == money for govt. I don't know if MS has an office in massachusetts or what, but I'm just thinking about the issue in general here. Basically I see two advantages to open source or at least free as in speech software for goverment use: 1) you don't require recpients of data to use a particular companies software (ie word documents), therefore opening up competition and allowing different branches of goverment to communicate without forcing a particular software choice on any of them. and 2) closed source software is basically a "black box"... if there is a bug or security hole it isn't possible to figure it out/fix it. Being a scientist, I have seen #2 bite a few people in the ass on ocassion. There's a certain proprietary data analysis package which had a least squares line fitting routine with a nasty bug -- it gave completely wrong results... but since the source to the routine was closed, people were forced to find other solutions (and no warranty on those high licensing fees either...). Anyway, we all know the drill here: in summary, I think it is definitely in the interest of the government to promote software openness in general.

    2. Re:Blueprints??? by bdsesq · · Score: 2, Informative

      Remember governments get to tax companies, so money for companies == money for govt.

      Not exactly true in this case. I work for the state of Massachusetts and I know that the state spends a lot more on Microsoft products than they take back in from Microsoft. The only return for Mass is the 5% sales tax when someone buys windows or office.

      And don't forget NO ONE is shorter sighted than an elected official. If the entire state government switches to open source tomorrow it will have no impact on taxes before the next election. In a few years perhaps, but not any time soon.

  3. cheaper by dpa · · Score: 5, Insightful

    Interesting that the article focuses on the "cost" issue of Linux while skirting the inherent problems with soverenty and transparency that proprietary software poses to governmental institutions.

    1. Re:cheaper by kfg · · Score: 4, Insightful

      Well, as it happens I originally changed my own business from an all Microsoft shop to an all Linux shop for this very reason. I got tired of chasing MS "standards" which broke my code, made my data inaccessable ( as it were ) without Microsoft products and yes, charged me for fixes for these problems. Not to mention making me largely reliant on MS for core coding even though I'm a vaguely competent coder myself.

      The thing is that while I can easily quantify the monetary savings (haven't spent one bloody dime on software since switching to Linux as opposed to several hundred a year for a three computer shop. Ok, I'm not a major player. I happen to think small is beautiful), I can't quantify the real benefits.

      Oh, I can enumerate them easily enough, just not quantify.

      What is the "quantity" of not having to worry about license compliance? What is the "quantity" of having all my text and data files in plain ASCII so I can access them ( and even Access them if need be ) with any text editor in any computer system? What is the "quantity" of being able to build my own OS from scratch, from source? What is the "quantity" of not having to wait for a "feature" in Word because I can whip up whatever I need in Lisp, Perl, Python or sed? What is the "quantity" of knowing that mutt won't be running arbitrary malicious code attached to email on my system?

      In short, what is the "quantity" of freedom, power and control?

      American governments, ironically enough, are not geared to think in terms of freedom. They are geared to think in terms of purchase requisitions.

      Hence they're most likely to adopt Linux solutions based on cost.

      They'll manage to get the rest of it for "free" though. Then they'll start to understand.

      KFG

  4. Good Move for us! by Goyuix · · Score: 2, Insightful

    I have really been thinking about getting much more involved in linux (and BSD, etc.) consulting lately, but there hasn't (isn't?) a huge demand in my area. People are generally more concerned about being able to open Word documents without a problem etc.... and feel it is worth it to them to pay the MS tax.

    This comes as great news to me (not because I live in Mass.) because it is paving the road for a lot more job opportunities to open up - which in my opinion is a mutually beneficial thing for the government and the populous.

    1. Re:Good Move for us! by ericman31 · · Score: 2, Insightful

      Ok, that was a bad example. But moving to "open source" is only the first step. Next step is user education, and thats going to be a big step to climb.

      What are you talking about? The "typical user" needs an email client, office automation suite and a web browser. They need to be able to connect to network locations to access shared data. They need to run third party applications like Business Objects, Crystal Reports, custom stuff created in PeopleSoft or SAP or Oracle, etc. They don't need education in using the operating system for the most part.

      They are going to get educated in those things, and need training in those things, regardless of the operating system. And a lot of those things they already know how to use. The differences between OpenOffice and MS Office are pretty small, as is the difference between Evolution and Outlook. Since most of the ISV's are moving towards thin applications they pretty much work the same on Linux, UNIX and Windows.

      Once the users get past the "oh my god, it's a new OS" reaction, they'll get right back to work.

      It's really the developers, engineers and administrators where the issue is at. In most government organizations Microsoft is deeply entrenched and these folks are going to have to make large changes in how they think and work. If they try to implement Linux and F/OSS using the same methodologies and thought processes they have used for Windows they will have issues, to say the least.

      Just getting the sys admins to understand that they can administer a Linux server far more effectively, efficiently and quickly from a command line than they could in the Windows GUI will take some doing, let alone convincing them that they can, with only a bit more effort, replicate that work across a large number of servers/workstations simultaneously, all from the command line. And wait til the first time they have to compile something because there's no pretty install package available!

      --
      In my universe I'm perfectly normal, it's not my fault you don't live in my universe.
    2. Re:Good Move for us! by bigman2003 · · Score: 3, Interesting

      I work in a fairly small 'shop'. 4 IT people in the whole place- 1 does desktop support/plays games, 1 is the manager, 1 talks to our field offices all day long about networking issues, and I'm a programmer- I also administer the servers.

      I'm not a 'real' sys admin, and I really wasn't hired for it- I was hired as a programmer. I try to keep the sys admin work to a bare minimum.

      With that background- I really LIKE using a GUI. If there are settings on the server that I very rarely change, it is easy for me to poke around, look at little pictures, and figure my way through windows (or Windows, take your pick). I've got 8 servers that all perform different functions- so replicating tasks isn't important to me. I don't do anything often enough that I would be able to remember how to use the command line.

      And, I *like* pretty install packages- they make my life easier, and let me get back to my real job- programming.

      There are a lot of people out there, in jobs similar to mine. We don't all work in situations where efficiency of large tasks is paramount- but ease of use for many different small tasks. A GUI is perfect for us.

      --
      No reason to lie.
    3. Re:Good Move for us! by ericman31 · · Score: 3, Interesting

      However it's taken 4 generations of windows operating systems (depending on how you count) to make things buisness-friendly as they are in NT/XP

      Okay, I've been a system administrator, network engineer, ISP webmaster, security administrator, C programmer and, most recently, a security officer. The height of Microsoft's "business friendliness" was the Win95/NT 4 combination, and that was really on "friendly" to the small/medium business market. Today, with the advent of weekly patch cycles, proprietary document format lockin, Software Assurance, continuous virus/worm threats, lack of appropriate security in the software, and more I would hardly characterize Microsoft as "business friendly". They are universally used because they are a monopoly with a stranglehold on the PC and desktop software market. As for ease of use, Mac has always been easier to use, as was OS/2. Windows didn't win on the desktop because it was better, it won because Microsoft used the VHS vs. Beta approach. DOS and Windows cost less and had more software available for it, and it was ubiquitious as more and more hardware vendors took advantage of OEM pricing.

      Unfortunately, most Microsoft based organizations that try to migrate to F/OSS will implement things in the way you are discussing, where the user can "get under the hood". If you deployed Unix (Linux is just another incarnation of Unix) appropriately, with the OS and apps residing on a server and the users connecting via smart terminals this becomes a non-problem. The terminal session is set up to deliver the GUI and apps the user needs to do their job. For office automation workers this makes perfect sense and is extremely efficient from a resource, dollars and cents and people perspective. For more information, read the portion of this article that deals with how Unix in a distributed environment is set up see this story.

      There was also recent /. coverage of this approach. Of course most Microsoft shops will try to migrate to Unix in a way that will allow "tinkering under the hood" and all sorts of issues. However, one of my colleagues implemented a Unix/thin client solution in a large data center. Not only did it cost about 60% of a PC solution, but the desktop support dropped to nearly zero. The sys admins, network admins and engineers don't have the lost productivity involved in updating, maintaining and patching desktop PC's. Their "workstation" has the resiliency of a server and they can connect to their desktop from anywhere and have the exact settings they want every time.

      But, unfortunately, your scenario is probably more likely after all. Guys who have grown up with the concept of stand alone Windows PC's will try to clone that with Unix/Linux.

      --
      In my universe I'm perfectly normal, it's not my fault you don't live in my universe.
  5. Unbiased? Probably. by metroid+composite · · Score: 4, Interesting
    Eric Kriss insisted that decision was made on technical grounds and had nothing to do with antitrust investigation of Microsoft by the state of Massachusetts.

    They probably are unbiased, however this couldn't have hurt. There is a reasonable amount of pressure to support Corporate America, and make a biased decision in favour of an American-made product. Antitrust certainly helps open the doors to other discussions.

  6. Technical decisions... by MongooseCN · · Score: 3, Funny

    State Administration and Finance Secretary Eric Kriss insisted that decision was made on technical grounds...

    Like the virus that got into the government systems recently and caused them all to be shut down? Then again being the state of MA, maybe they thought they could tax the virus to death before it did any harm...

    1. Re:Technical decisions... by ljavelin · · Score: 5, Interesting

      As an IT professional, I do see that Open Source solutions do in fact save money in the longer term. Five years ago my organization was using mostly closed-source products... and our software budget was several thousand dollars per developer per year.

      Today my IT development organization is virtually 100% open source. We're running Linux on the desktop and use open source development tools. Our software costs have dramatically fallen. Nope, we don't even use MS-Exchange or MS-Office.

      If we extend this to the average user's desktop (versus just developers), we could see an even greater savings. And yes, we're working on it.

      Saving money is always a good thing. Again, even the wealthiest of states, such as Massachusetts, need to save money given the very bad state of the US economy.

      Other states may want to investigate this strategy in order to save $$$.

  7. Re:Taxes? by ljavelin · · Score: 3, Insightful

    Reducing the cost of IT is always a good thing, even for the wealthiest states.

    If you can save money on IT, maybe you can redirect it to health care or education or better unemployment benefits or debt reduction or even (*gasp*) lower taxes.

  8. Surprisingly Logical for mass by Crashmarik · · Score: 4, Informative

    Most government bodies have no choice but to move away from closed source, propietary standard solutions. They have an obligation to keep public records available for very long periods of time. (READ CENTURIES). Theres no way they can live with periodic knowledge meltdowns from propietary providers going under or the occasional platform shift.

    Microsofts methods of locking your data to their apps will ultimately be seen as intolerable.

    1. Re:Surprisingly Logical for mass by HiThere · · Score: 4, Insightful

      I suppose that you can find for me a copy of our 1960 Journey to work survey. It was last seen on an 200 BPI even parity tape. (10.5 inch, reel to reel). The media was so common that we assumed we'd always be able to read it (until we sort of forgot about it). We'd periodically scan the tape to make sure it was still readable, and otherwise ignore it. Come the day we need it, and none of our vendors have a tape drive that will read 200 BPI even parity. Out tape verifier still says it's good, but we can't read it. Well, there's some outfit in (was it Chicago?) that can read it, probably, but they want more than is in the budget for the project. It's an obsolete project, so it doesn't get a line item on the budget. More time passes, and the tape verifier dies. This doesn't matter much. Nobody is using those files anyway (big surprise, since we can't read them anymore). Now we don't even know whether it's good or not, but we've backed the newer stuff up to microfiche. That'll certainly be good forever. You can even read it with a magnifier if you must... more time passes. Now you'd better be willing to read it with a magnifier, because the microfiche readers have all been replaced with other things.

      I actually left out most of the intermediate forms. And every time one of them died, it took with it records that weren't important at the time the change was happening.

      Guys, this is not good. The formats I'm talking about here have all been open formats, and just by people not paying attention to something that wasn't important at the time, data was irretrievably lost. There are no more copies of the Journey to work data. There are no more copies of the processed & edited for local job counts 1960 Census. They became unreadable. There probably aren't any more predictions made in 1980 to 2000 for what the travel trips would be and where people would be living, and how long commutes would take. But without that, the current models can't be validated. (Not that they would be..it's a differnt group running the models now.)

      This is a report on what happened in just one small government agency. We don't yet have a count on how badly the shift to proprietary file formats is going to hurt us, because up until a decade ago we had the ability to move important data from system to system with only the need to write conversion programs. And we still lost a bunch of the data. With the switch to proprietary formats we may see a data loss approaching 100%.

      That's one way to keep us from learning the lessons of the past.

      --

      I think we've pushed this "anyone can grow up to be president" thing too far.
  9. maybe they'll by mattboston · · Score: 3, Funny

    stop calling us taxachusetts :)

  10. TP? by RealBeanDip · · Score: 4, Funny

    How long before a bunch of open source revolutionaries are seen dumping Windows CD's into the bay?

    --

    You know you're a geek if you've ever replied to a tagline.

  11. Open standards != Open source by phliar · · Score: 4, Informative

    The reporter unfortunately slanted the story as MS vs Linux. The state says it chose "open standards, including Linux" -- which seems to imply that it's closed standards that are taboo. If they're talking about file formats, network protocols etc. it is of course the sensible thing to do, since you're not vulnerable to losing your documents if the program is no longer supported, and you're not compelling everyone you communicate with to use exactly the same software as you do. Big difference between this and saying that they're only going to use Linux, which makes it seem as though they're retaliating against MS.

    --
    Unlimited growth == Cancer.
  12. That's the way it should be! by pointwood · · Score: 3, Insightful

    By using free, open standards, they are able to choose the best tool for the job, whether that be open source or closed source.

  13. Think in Lawyer-Speak by squashed · · Score: 4, Insightful
    OK, so this had nothing to do with the antitrust case w/r/t Microsoft. Take it to mean that it is not a strictly punitive measure taken viz-a-viz the case, which could be problematic in all sorts of ways.

    Instead, consider the antitrust investigation conducted by state officials as "The Education of the Great State of Massachussetts" in all matters of Microsoft business practices.

    They have some learning under their belts, and it shows.

  14. open docs and the mass courts by Brewst3r · · Score: 4, Funny

    Even worse than Word, how about publishing stuff in Word Perfect 6.1 format?

  15. author doesn't understand open standards by geekee · · Score: 4, Informative

    "In the technology industry, the term "open standards" refers to nonproprietary software. Microsoft's software is considered "closed" because application developers and other programmers don't have free access to the blueprints."

    Proprietary software can also adhere to an open standard. The idea of an open standard is an open interface (file format, API, etc.) that allows sw for various vendors to interoperate. This way you don't even need to see the source to write complementary or competing sw, you just need the spec. Open standard and open source are not synonymous, although the former is a subset of the latter.

    --
    Vote for Pedro
    1. Re:author doesn't understand open standards by roystgnr · · Score: 4, Insightful

      The idea of an open standard is an open interface (file format, API, etc.) that allows sw for various vendors to interoperate. This way you don't even need to see the source to write complementary or competing sw, you just need the spec.

      I think it takes a little more than that. Win32 and the Excel functions are open standards by that definition, but that's not a huge help to the Wine and Gnumeric projects, who have had to do some reverse engineering to make sure their software conforms to the API as implemented by Windows and Excel where that implementation differs from or is a superset of the APIs as published by Microsoft. Even if Microsoft published absolutely everything and followed all it's own specs, they would still leave other vendors at a perpetual disadvantage, because Microsoft gets to see their own APIs and write software which uses them from the most preliminary design phase, whereas other vendors have to wait until Microsoft makes those APIs public, after enjoying a headstart of it's own choosing. For example, Excel has been cloned adequately, but AFAIK the closest thing to an independent Windows API implementation is Wine, which is now 10 years old and still in need of work.

      From an economic standpoint, it's important not just that everyone has access to the standard, but that everyone has the same access. From a practical standpoint it's important not just that multiple conforming implementations are theoretically possible but that multiple conforming implementations (or at least free conforming implementations) actually exist.

  16. The role of private companies and open standards by Shutter_BC · · Score: 2, Insightful

    I am glad others are noting the difference between open standards and open source. Currently there is a significant segment of businesses working in the "commoditization market" for open standards. Here are some I can think of off the top of my head:

    - Red Hat Linux
    - MacOS X (sort of, since it's based off BSD)
    - XML based content management systems
    - Microsoft Office 2003 (hehehehe... well they do support some XML output but it's not all that open either)

    I believe that many organizations are still leery of implementing open source systems for fear that it's "too complicated" or there is no guarantee of service for them. Red Hat is certainly making good off of this very concept, and I'm sure many other companies are following suit.

    Is this a good thing? Probably, at the very least in the short run. I'm glad there are some projects that remain pretty easy to use/install and are entirely free (i.e. Mozilla) but other technologies aren't quite there yet, and that's okay.

    For example, a content management system is probably tough to make into a "simple" product. There are many open technologies to aid in building dynamic web sites but they take a significant amount of customization. Consulting companies or even 3rd party vendors of software pitch in by trying to make the process easier to take on.

    (wow... this is my first post on slashdot. Hope this was ok reading for some...)

  17. All it takes is One! by mabhatter654 · · Score: 2
    If a state like Mass was to go full-court OSS then there would be companies and projects that would spring up to support them. The first thing they really need to do is to PLAN!

    I know PLAN is a four-letter word to management types, but a change like this can't be made overnight or they will fail. They first need to do a full scale study of their state's Goverment computer needs and then seek out the solutions on Sourceforge, perhaps even file a few "Ask Slashdots" too. They'll find some big holes that will need to be filled, and they need to plan around them for a time.

    But...Once one state has a mostly OSS system up, The other states can copy away. I'm sure each state has it's own unique methods to implement individually, but states often need to interact. Once it is proven that Mass. can interact successfully with the Feds, other states, & businesses, then many more people will take them seriously.

    Hopefully a states-funded OSS software group could form. They could implement the protocols, patch bugs, etc. I've always wondered why the states haven't 'ganged' up together to implement standards on their own...especially to get off the Federal $$$ Teet!

    Another example would be public education. We've had nearly 100% available public education for more than 75 years now, yet it's still not really standardized with no created pool of knowladge to draw from. It would seem that OSS would be a solution to that issue as well. The actual material for kindergarden-college soph courses hasn't really changed much [you have to get well thru college before you learn anything "new"]...but schools spend huge amounts of their budgets on new books, software, etc EVERY YEAR..money that should be going to teacher for teaching. Imagine if every Kindergarden teacher simply submitted 1 coloring sheet to the pool. Or if each Science teacher submitted 1 unique experiment or Pop quiz. The sheer quantity would dwarf what's available now!

  18. Re:Open souce == Open standards by babbage · · Score: 4, Interesting
    Sorry, but I'd define a standard as a widely acception set of conventions that is either formally (de jure) or informally (de facto) specified. That doesn't describe Linux.

    POSIX, to which Linux partially adheres, is a formal, de jure standard for an operating system. Windows, by it's prevalance and the varied implementations (9x & NT families), is sort of a de facto standard, but I'm stretching my definition there just because I can't think of a more solid example.

    C, C++, and SQL are examples of formally specified languages, each with a detailed ISO description of what a language calling itself "C" or "C++" has to be compliant with.

    Python is a de facto standard language, because there are several implementations that provide the same interface (the original C based Python, the later Java based Jython, and experimental variants such as stackless Python). Although there isn't a formal description of what a "Python" language has to be like, there is the original reference implementation that the other variants strive to adhere to.

    Perl is not a standard language, because there is to date only one implementation, and there is no formal description of the language. This is changing with the Perl6 effort, with a formal description of the new version preceding the actual implementation effort, allowing for the possibility of future, formal implementations as well. As a side effect, to maintain backward compatibility there is going to be support for Perl5 on top of the Perl6 runtime engine -- at that point, Perl5 will be promoted to a "standard" language, but until that happens, the term can't be applied.

    The situation with Perl most closely resembles the situation with Linux, in my opinion. Just as Perl is mainly defined by what Larry Wall has wanted it to be, Linux is mostly defined by what Linus Torvalds wants Linux to be -- and the fact that many people contribute to the evolution of the language doesn't change the fact that the major effort has been essentially driven by one individual in each case.

    Now you're right that, "standard" or not, Linux is unquestionably open. But you start out by asserting that Linux is "by definition" a standard, and it seems to me that this suggests a lack of understanding of both the definition for & examples of de facto or de jure standards -- because Linux, open as it is, just doesn't fit either of those definitions. It's open, sure. It's flexible, of course. But it's not a standard. It just isn't. To argue otherwise is just ignorant, and causes the rest of your [otherwise sound] argument to seem less strong than it should be.

    Moral: don't say "$foo is, by definition, $bar", unless "$bar" really is defined as "$foo". If you build up your argument around such an easily falsifiable point, your whole argument can collapse :-)

    <rant />

    Future rants: Slashddot posters that begin their comments with "I have to {agree,disagree}." No, they don't -- you all have free will and some stranger's Slashdot commannd should never be enough to compel you to do anything. Man that phrase is a pet peeve of mine... :-)

  19. Massachusetts... by 9mind · · Score: 2, Interesting
    has been moving towards linux inside corporations since 1998. I live in Boston and have worked on 128 (Technology Drive), and have seen more and more interest in Linux from small companies to large corporations. Politicians will always jump on the bandwagon that they see their constiuents wanting. So it's not surprising.

    My small business (not to be posted here for fear of being /.ed :) caters to other small business with low cost linux server solutions and out-sourced IT Services. Unlike other states where I have lived... there is actually a very strong market here.

  20. Re:Not 'taxachusetts' anymore by leviramsey · · Score: 2, Informative

    Massachusetts has the second highest per-capita income in the US @ $37,710 (only CT is higher, at $41k, and NJ is a few hundred bucks behind; NY rounds out the top 5), which does distort the taxes per income.

    One thing to remember are that Massachusetts has, IMHO, the most intelligent tax code in the country (flat income tax and a limited sales tax at basically the same rate).

    Another factor is that Massachusetts is the only wealthy state with a near-Californian devotion to direct democracy (and the fact that we can actually govern ourselves in turn says something, I think, about the relative intelligence of California and Massachusetts, but that's neither here nor there). The main effect of this, with regard to taxation has been the 2.5% law which limits the rate of growth in property taxes to 2.5% per annum while providing a means for that to be overridden if necessary (an annual referendum or town meeting is required to sustain an increase). Recent referenda to reduce the state income tax to 5% from 5.95% (successful) and abolish the state income tax (got 47% of the vote) have and continue to keep the General Court and the Governor of the Commonwealth on their toes.