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UserLinux: Autopsy

September 14, 2005

This article was contributed by Brock A. Frazier

UserLinux has been for all practical purposes dead for months now. The most immediate points of failure and a brief history were covered in last week's edition of LWN. There were no messages on the UserLinux list for over 30 days, ending when the thread titled "Anyone still alive" was started on September 3rd. UserLinux today is a non-issue and of little worth other than to learn from.

I spent a notable amount of time on this project, writing the Mission Statement and other key components. Though UserLinux has failed, at least I gained some worthwhile experience. As with other failures, there are things to be learned from an autopsy after death.

Points of failure for UserLinux

Inability to deliver product

The immediate cause of death was an inability to deliver software. Today there still is no real delivered product, over three months after the release of Debian Sarge. A common claim was that UserLinux would have a release out about a day after the Debian Sarge release and when this didn't happen, confidence decreased for the project.
Lesson: Deliver!

Untimely delay of Debian Sarge release

There was an artificial delay in the move towards the initial 1.0 release and this had a notable, but non-fatal effect on the project. This was not the ultimate cause of death, however, and delivering as promised a short time after the Debian Sarge release would have livened the project back up.
Lesson: Dependence on outside sources can cause painful delays. Be prepared for the consequences.

Lack of roadmaps

The "when it is ready" mantra is not sufficient for a lot of people. They want an estimated schedule to look at and an idea of where things are headed. Even if one is looking at third party development, or in the case of UserLinux, there is an overlap of developers between the project and Debian, confidence goes up if time estimates are made. People are used to roadmaps and popular projects such as Mozilla Firefox (roadmap) and OpenOffice.org (Roadmap) use roadmaps as do many commercial software vendors. Yes, roadmaps are often inaccurate, but like weather forecasts, people like an idea of what is going to happen in the future, even if the forecast is imperfect. It helps in planning, which is especially nice if a migration is being considered. Given that an area of interest for UserLinux was to encourage migration from Microsoft platforms, roadmaps would have been very beneficial.
Lesson: Don't fear the roadmap. People appreciate and sometimes even expect roadmaps.

Late on departmentalizing into teams

There was no serious effort to divide the project into teams until about 10 months after the project started. The lack of teams encouraged problems with naming and engineering focus.

Naming

Not much went right with the name. The name was a nonproductive distraction to the project that was never fixed.

  1. Nonproductive Distraction: Everyone seems to want to name things. A co-worker of mine was genuinely fascinated by the prospect of naming this new distribution that he had no real interest in otherwise. This is an odd piece of human behavior. Open source projects tend to have bad names which lead to less than desirable first impressions. This genuinely hurts adoption, especially in more corporate environments. We had our share of mindless naming suggestions like "Rabbitware Linux" that had no real purpose other than to appeal to the person suggesting the name. A notable chunk of the overall list traffic for UserLinux was related to the name and though it wasn't all as bad as "Rabbitware Linux" (rwLinux for short), marketing and positioning were often not considered foremost when suggesting names.
  2. Never Fixed: The name UserLinux had three key flaws:
    1. People in general do not like the term 'User', and the hatred seems to grow as the user base gets less technical. This is counterproductive, especially with the existing Microsoft desktop market as a key area for potential growth.
    2. Domains. It is a very good idea to have at minimum the .com domain, and if running a non-profit, the .org domain for a given name. UserLinux did not have the .org which can be confusing since a .org domain is expected for organizationally based projects. Given the primarily online nature of the project, strong domain presence is important.
    3. It was occasionally confused with UnitedLinux by people familiar with the Linux market. UnitedLinux is the old Caldera, Conectiva, SUSE and Turbolinux initiative.
    Naming Lessons:
    1. The naming problems could have been lessened by having a marketing-specific group handle the task. The group should have had the authority to establish concrete naming guidelines. Unfortunately, neither was the case.
    2. Think of the audience when creating a name for a project or software.
    3. Understand the primary points of contact for an organization and if you cannot sufficiently meet those needs with a particular name, find another name that will work.

    Engineering focus

    Engineering was distracted by marketing activities. Marketing talk was initially on the same list as engineering, which distracted and annoyed some people who might have contributed more to the project otherwise. Engineering Lesson: The marketing list should have been created earlier.

Overall Team Lesson: Departmentalization should have been done earlier. Teams help keep people focused on where their strengths are.

IT Problems

Multiple downtimes for the list seriously hurt participation, as did an obnoxious amount of spamming on the wiki that could have been handled much better and more swiftly.
Lesson: If web infrastructure is the primary point of contact for people working on a project, maintaining those systems is remarkably important.

Group mentality baggage

Using KDE as a desktop environment alone or with GNOME was not in the best interest of the project for a variety of reasons, but some would propose that not including both desktop environments was unfair to the developers of both environments. Here is an example from the mailing list:

I think we (ok, not especially me, but the people involved in UserLinux) don't have the right to prefer one of the two big DE projects over the other.
Wrong. The real injustice is to force feed extra software with the associated bulk, security risk, and training because one group of people thinks that if their software isn't force-fed needlessly on users there is some injustice occurring. Of course, the real injustice is not looking out for the best interest of the people using the software. Put the people using the software first. The focus on a developers-first attitude was particularly disturbing to me. More recent announcements like the Subversion team recommending against use of Subversion for the Linux Kernel development team show this is not a universal problem for all free software. Outside of KDE, UserLinux really didn't have many of these problems. My introduction to KDE, outside of running KDE occasionally as a desktop environment, was people on the list speaking out for KDE like in the example above.

Lessons:

  1. People will form in groups and argue for whatever their group thinks is right, and while at it they are not afraid to put their interests first. Software is not immune to this phenomena, unfortunately.
  2. Individuals working on software sometimes think of themselves first, with little regard for the end user.
  3. If someone's first impression of a project is similar to what I experienced with KDE, those actions are likely doing that project a disservice. There are plenty of good people working on the project, but the memory of interaction like the above has the biggest impact on the overall impression, especially when it is the first interaction you've had with people from a specific project. Over the course of months, people would ask about that Linux project I'd mentioned I was working on some weeks earlier. At the time ,the primary response they would get is me mentioning the problems with KDE people. I wasn't in a KDE camp or GNOME camp (yes, I did design the GStreamer logo while at RidgeRun but we used GST for embedded applications independent from GNOME), but KDE, through the actions of a few, started to look ugly to me very quickly. And for what? Hopes of gaining a foothold in a project that ended up amounting to nothing. We never had problems like this with other software decisions such as PostgreSQL vs. MySQL or Postfix vs. Exim.

Things done right

Concept

The concept of a non-commercial distribution with a limited set of software accompanied by certifications and ISV support is superb. The ultimate failure was in delivery. Some of the other ailments above could have possibly been solved over time. The idea was not the failure, it was the implementation.

Specialized work teams

Departmentalizing is a good idea even though it was accomplished too late and not sufficiently strong.

Mark Protection

The Mark Protection Policy is an excellent idea. UserLinux software packages should have been named with separation from the UserLinux name earlier than they were, and the Policy itself should have been written better, but the idea is excellent. I strongly recommend Mark Protection for free software projects. Non-software organizations have learned the value of this from abuses many years ago, and it is about time free software did too. Mozilla's Firefox has protections in place today which is encouraging. Abuses like what has occurred with Debian's open use mark, as mentioned in the UserLinux Mark Protection Policy, need to be stopped.

Internationalization

It is most impressive how people from throughout the world will translate something of interest if given the chance to contribute. For example, the UserLinux Mission Statement is available in over 10 languages. In retrospect, this was the most delightful surprise from working on this project.

Mission Statement

This helped people focus on the task at hand and helped explain the purpose of the project quickly to people who would hopefully consider migrating to UserLinux in the future.

The road ahead

Ubuntu has largely grown into the simple, effective distribution UserLinux hoped to be. UserLinux is currently hoping for resurrection. This seems unlikely.

The largest differences between UserLinux and Ubuntu are how they are funded and how the groups behind each distribution are designed to function. Beyond that, provided Ubuntu remains a streamlined distribution, remains free, includes a notable ISV support network, and provides a reasonable certification program. Ubuntu will largely deliver on the UserLinux Mission Statement:

Provide businesses with freely available, high quality Linux operating systems accompanied by certifications, service, and support options designed to encourage productivity and security while reducing overall costs.

Time will tell if Canonical will have commercial success with Ubuntu. They already have made successful inroads into the early adopter market. If they can cross the chasm into the early mainstream desktop market adoption, they should be quite successful delivering custom OEM install packages, certification services, and high-end customization and support services. Key areas for success will be getting large OEM PC manufacturers to create serious offerings with Ubuntu, establishing standards and tests for certifications, and getting a network of Independent Software Vendors (ISVs) behind Ubuntu Linux. This will not be an easy task, but it is doable.


Index entries for this article
GuestArticlesFrazier, Brock A.


to post comments

UserLinux: Autopsy

Posted Sep 15, 2005 1:35 UTC (Thu) by smitty_one_each (subscriber, #28989) [Link]

>Group mentality baggage
It boils down to leadership. A BDFL is beautiful, and gets stuff done.
R,
Chris

Show me the code!

Posted Sep 15, 2005 7:42 UTC (Thu) by hingo (guest, #14792) [Link] (8 responses)

Great article! This is a topic I'm especially interested in: why os projects succeed or why they fail. UserLinux in particular has been interesting to follow.

Personally, I've always thought that UserLinux' fate could be seen already in the way the project was started. Bruce simply did it the wrong way. (Sorry Bruce, who would have known...) If we compare with Ubuntu and virtually all other distributions that exist today, they always code first, then start with announcing something that exists, that then will further be be improved.

What happens when you do thing's the UserLinux way is, you get a lot of people to join your mailing list. These people are interested in discussing what an ideal distribution should look like or what it's name should be. The people interested in trying out your distribution (also known as developers and users!) have nothing to get from you. In shortyou attract the wrong kind of people. It was clear that this group would not succeed in delivering a serious distribution.

Same is true for the name thing. Once you pick a name, be prepared that it will stick no matter how bad it is. Without a BDFL, no amount of mailing list discussions will ever get the name changed.

For the same reasons I disagree with the KDE analysis above. You brought this problem on yourself. You invited people to debate the issue of which DE is the better one! And even worse, to pick the only one to be used. For me personally, as a KDE user but not developer, this was the junction after which I knew for sure, that even if UserLinux might have ever delivered something, I would never use it. This is what the people on the mailing list have tried to explain to you, even though I wasn't one of them. (I just stuck with my current distro that provides a good KDE desktop, which again is a better thing to do than to whine on a mailing list.) That's what you wanted, that's what you got. Again, compare to Canonical. They made a decision only to provide Gnome, even before anyone knew about Ubuntu. When Ubuntu came out, that's what it had. That posed a challenge to KDE fans. They knew no amount of crying on a mailing list would change things, but they could accept the challenge and produce an Ubuntu with KDE -> Kubuntu. Now people can try both and actually decide for themselves whether one is better than the other. Again, if you have something to say, show me the code.

In short, UserLinux was an experiment in design by committee. I don't blame Bruce for anything though. I agree with the view he then held, that he is the person who could do this kind of thing. Now that he couldn't do it, we just know that the concept really doesn't work. (Which we kind of knew already.)

Show me the code!

Posted Sep 15, 2005 8:33 UTC (Thu) by ryanthiessen (guest, #29436) [Link]

In addition to what you say, even as a Gnome fan I could see that Bruce tilted the "debate" from the very start to produce a Gnome selection. I think you are correct, if only one was to be chosen it would have been healthier had the choosing been overtly done very the very start. Then it would have attracted and detracted from the start instead of alienating much of the interested parties.

Show me the code! (UserLinux)

Posted Sep 15, 2005 21:41 UTC (Thu) by Duncan (guest, #6647) [Link] (1 responses)

Good analysis!

Something always bothered me about UserLinux, but I could never really put
my finger on it, tho you'll see me trying as far back as the comments to
the original LWN announcements on it. Finally, you put your finger on it.
My complaints centered around the fact that it seemed to me like it was
developed mainly over a case of bad feelings over RH's moves, and I
thought that was the wrong reason/way to go about founding a distribution,
but I couldn't point out /why/ it seemed that way to me. Your analysis
supplies the missing causative: at the root, I was uncomfortable with all
the pronouncements, without even the beginnings of the code behind them to
lend them support. The result was that of the pointing finger effect -- a
message (unintended and entirely innocent I'm sure) of willingness to
condemn someone else without being willing to "walk the talk".

So.. I'm glad you were able to put your finger on what I could never quite
figure out...

Meanwhile, the practical effect on the project was much as you outlined.
A project being born without code and without even many of the underlying
assumptions worked out was an invitation for all sorts of idealists and
do-gooders to sign up, while both by the same token and from the result of
the first, proving rather repellent to the practical sorts of folks that
would have preferred to simply dig-in and get to work, leaving the
debating for others.

As for the KDE stuff... as with you, I'm a KDE user, and knew as soon as I
saw the project favoring Gnome over KDE, that it wasn't something I'd be
interested in. However, apparently unlike many, I didn't go join the list
and argue the point. Rather, I simply wrote it off as something not worth
trying -- unless it developed a KDE version.

OTOH, given GNOME's very public targeting of the "simple" user, one who
gets confused by too many config options and the like, as well as the LGPL
licensing vs. Qt/KDE's GPL licensing, GNOME may have been better for the
"locked down corporate desktop" types as well as the "inhouse and
outsourced developed solutions" types (noting of course KDE's kiosk mode
and the fact that the GPL wouldn't prevent proprietary development if it
were to remain inhouse either, but GNOME will still seem a more "natural"
fit to the PHB types that were a prime UserLinux target, in any case).
That I /can/ admit. Such targets couldn't be farther from my own
interest, granted, the reason I wasn't personally interested for my own
use, but they'd be better for UserLinux's target market, it being what it
was.

In any case, it would seem that the community has yet another example of
how "design by committee" doesn't work so well. Design the specs first,
within a much smaller limited non-public group, or just let them evolve
naturally from the initial code, but in any case, get that initial code
OUT THERE, BEFORE the public announcement. THEN make the announcement,
and if the code and concept (or even just the code) are good, and
particularly if they uniquely fill a niche that no other product out there
fills (as arguably was the case for UserLinux when it was announced), the
users and further developers WILL come. The latter assumption, provide
even a rudimentary but unique solution filling a need, and they WILL come,
has after all been demonstrated time and again within the FLOSS community,
and is to a large degree what it's all about.

All IMO, FWIW...

Duncan

Show me the code! (UserLinux)

Posted Sep 16, 2005 9:18 UTC (Fri) by hingo (guest, #14792) [Link]

Coming from you, I'm truly humbled by such words.

Anyway, once again thanks to lwn and the author for the article itself. This was so much more interesting than seeing screenshots of yet another distribution.

Show me the code!

Posted Sep 15, 2005 22:40 UTC (Thu) by gallir (guest, #5735) [Link] (4 responses)

I second your KDE analysis.

And also deeply disagree the comparison of a desktop with SMTP or
database servers of the original article. Servers, especially those that
have a well known and widely used standard interface like SMPT, only
affect how programs interact. But GUI desktops affect how the _users_
interact with the computer. Those who chose just one desktop over the
other are the ones not thinking in users.

After reading the article I had the feeling that KDE "promoters" received
more blaming that deserved.

Show me the code!

Posted Sep 16, 2005 7:02 UTC (Fri) by frazier (guest, #3060) [Link] (3 responses)

But GUI desktops affect how the _users_ interact with the computer. Those who chose just one desktop over the other are the ones not thinking in users.
Why? Please explain.

Show me the code!

Posted Sep 16, 2005 13:44 UTC (Fri) by gallir (guest, #5735) [Link] (2 responses)

A user wouldn't realise a change of the
MTA (Postfix or Exim), but she does realise any change from Kmail to
others MUAs. The same, if not more, applies to the desktop environment:
it is another program.

Users don't care about the MTA running in their computers, but they do
care about the programs they use every day. By selecting one desktop you
are taking lot of decisions for the user, not for improving her/his
direct experiencie, but due to legal --licences?-- or technical reasons
--easier to maintain?--. Hence, adopting just one of the two major users'
desktop environment and simultaneously accusing KDE developers of taking
care only developers' interests is contradictory, to say the least.


Show me the code!

Posted Sep 16, 2005 17:12 UTC (Fri) by frazier (guest, #3060) [Link] (1 responses)

By selecting one desktop you are taking lot of decisions for the user, not for improving her/his direct experience
Actually, making those decisions simplifies the experience, making it better for them.

It is important to remember that:

  • Typically, it is easier to add software to system than to remove it, especially for less technical users. More technical users will also be more likely to add and customize to their desires.
  • If someone wanted to add KDE (or GNOME if it were a KDE-only system), they could.
  • The real growth for a business distribution on the desktop is people who are not currently using a Linux desktop at all, so the missing KDE (or GNOME if it were a KDE-only system) app won't be a big deal for most of the intended user base and furthermore those who will miss an app are more likely to be able to add it themselves. They are running a Linux desktop enough to miss an app, after all (unless it was somthing cross-platform like Firefox)
  • Consistency: The dialogues among other things are different between KDE and GNOME.
  • People maintaining systems are users too. More to maintain in the default is not advantageous because of:
    • Security
    • Support
      • Help desk
      • Training
...not to mention that more software is also more to certify, it hurts with worker portability, and other things I'm sure that aren't coming to mind right now.

Most people really don't want to use computers, they really just want to accomplish things and the computer is a tool they use. They don't particularily like them, they aren't an interest or a hobby, and they don't follow news for them more than they have to.

More software is not in the interest of the less technical user or businesses in general.

From the UserLinux perspective, look at the mission statement:
Provide businesses with freely available, high quality Linux operating systems accompanied by certifications,
Certifications are easier with a smaller set of software generate certification test for in regards to people and hardware (if applicable)

service, and support options
Easier to service and support software as a new employee or as an ISV if it's the same software you've been supporting in the past.

designed to encourage productivity
The idea tool is what you need and not much else. Though it is impossible to get a PC taylored to everyone perfectly, it is safe to say they don't typically need two browsers or two word processors, and the presence of both is more likely to confuse than aid.

and security
Less software to go wrong.

while reducing overall costs.
Streamlining will reduce costs, and the licensing used for a variety of the software (avoiding free/commercial dual licenses like MySQL uses) helps too.

Show me the code!

Posted Sep 25, 2005 22:47 UTC (Sun) by dkite (guest, #4577) [Link]

Great ideas. It didn't work.

UserLinux made a so basic mistake, a fundamental misunderstanding of FOSS
that surprised me considering the reputation and background of it's
backers.

Free software is only about users when the users can provide a
contribution.

UserLinux started off by alienating at least 1/2 of the developer base of
free software. UserLinux depended on contribution. Very bad start.

UserLinux attempted to define the free software user experience by
excluding worthy projects and their developers. Bad idea.

It was very predictable. Anyone who used or contributed or thought highly
of any of the excluded packages were uninterested. Not only uninterested,
but actively excluded by comments similar to yours. So the project died.

Ubuntu could afford to pick favorites because they hired the help, and
didn't depend on contributions.

I for one, who contributes substantially to FOSS, was insulted by the
whole presentation and philosophy behind UserLinux. It wasn't for me, and
actively questioned the morality of my contributions. So I, along with
many others, didn't contribute.

Derek

UserLinux: Autopsy

Posted Sep 15, 2005 10:19 UTC (Thu) by hppnq (guest, #14462) [Link] (1 responses)

<sarcasm>
Nice autopsy, where's the corpse?
</sarcasm>

UserLinux: Autopsy

Posted Sep 15, 2005 12:02 UTC (Thu) by trutkin (guest, #3919) [Link]

http://www.userlinux.com/news

OT: (purely visual) style remark

Posted Sep 15, 2005 12:52 UTC (Thu) by vblum (guest, #1151) [Link] (2 responses)

A very nice and illuminating analysis. Just one nagging little comment: I felt that the many big bold non-LWN style headings and sub-headings, with sometimes rather little text inbetween, distracted me significantly from the actual text - scarcer use of those elements would have improved the (purely visual) readability for me.

OT: (purely visual) style remark

Posted Sep 15, 2005 17:45 UTC (Thu) by kreutzm (guest, #4700) [Link] (1 responses)

Definitly seconded. An article should follow the general layout of the site. I was quite astonished, why someone was shouting, especially since the headers getting larger in the middle of the article (usually the largest fonts are used at the top, not for sub-headings).

OT: (purely visual) style remark

Posted Sep 15, 2005 20:02 UTC (Thu) by frazier (guest, #3060) [Link]

Yeah, it's pretty bad once it is layed in the page, that was my first impression too. I didn't see it with everything else until it was published last night.

I wrote the article needing three levels of headers and thus used H1, H2, and H3 for those (H4 is typicaly rendered smaller than the regular text). If I could do it again, I'd have a CSS class for the article that gave the article's headings smaller sizes. The H1 and H2 are overbearing, and the article's section headings are larger than the title for the article, unfortunately.

So yeah, it does look like it's yelling but that was not the intent. Sorry about that.

-Brock


UserLinux: Autopsy

Posted Sep 15, 2005 16:43 UTC (Thu) by cjwatson (subscriber, #7322) [Link]

I'm also inclined to say: if you have a major external blocker, help do something about it! I was on the Debian release team for sarge, and we saw hardly any help (perhaps a few messages on bugs) from anyone identifying or recognised as being connected with UserLinux. It would have seemed to be an obvious strategy to help out with the thing that was UL's primary cause for delay - but that just didn't seem to happen.

International Translations

Posted Sep 15, 2005 19:22 UTC (Thu) by Alan_Hicks (guest, #20469) [Link]

It is most impressive how people from throughout the world will translate something of interest if given the chance to contribute.

I have to second to his whole-heartedly. A short while after publishing Slackware Linux Essentials second edition on the web and in book format, I made a post on the web page asking all third parties interested in translating the book to another language to contact me. The results have been tremendous! At this time, most of the translation efforts are in a sort of infant stage, but that is to be expected so early in a project with so much to do.

www.slackbook.org/translations.html

UserLinux: Autopsy

Posted Sep 16, 2005 17:39 UTC (Fri) by diehl (guest, #6413) [Link]

I'm probably a curmugeon, but I am not dully upset by the demise of
UserLinux. I think the Linux world spends too much time creating new
distributions, and not enough time creating polished applications.
Put another way, I think the wider acceptance of Linux would be better
served by have more and better applications, as opposed to creating
yet more (nearly identical) distributions. In reality, distributions
all use the same basic software, and differ only in some
administration and software packaging tools, and perhaps application
emphasis.

There is no lack of choices in the distributions that already exist,
and most can be easily customized to one's individual needs. If we
would like to attract more users to Linux we need to increase the
range and quality of the application software. This is not to say
that there are not already some great applications in Linux, but we
could certainly use more.

Of course, in free software people work on whatever they want, and
can't be dictated to. Fine. However, if you like to promote free
software and make an impact then I would suggest that application
development would be much more fruitful, rather than putting together
the 725th Debian-derived distribution.


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