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16 changes: 8 additions & 8 deletions .vale/TODO/EmDashes.yml
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9 changes: 4 additions & 5 deletions ospo-book/content/en/02-chapter.md
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Expand Up @@ -117,7 +117,7 @@ _[Source: OSPOs, key lever for open source sustainability][1](https://speakerdec

### Assess the Value of Open Source Use

Organizations may underestimate how much they already depend on the usage of open source. Several studies analyze the usage of OSS in the industry. For example, the *Synopsys Open Source Security and Risk Analysis Report 2024* [^2] finds that the average software project consists of 77% OSS. Additionally, a *Harvard Business School study* [^3] estimates that the supply-side value of widely-used OSS is $4.15 billion, while the demand-side value is much larger at $8.8 trillion. Moreover, a study by OpenForum Europe [^4] estimates that OSS contributes between €65 to €95 billion to the European Union’s GDP and promises significant growth opportunities for the region’s digital economy.
Organizations may underestimate how much they already depend on the usage of open source. Several studies analyze the usage of OSS in the industry. For example, the *Synopsys Open Source Security and Risk Analysis Report 2024* [^2] finds that the average software project consists of 77% OSS. Additionally, a *Harvard Business School study* [^3] estimates that the supply-side value of widely used OSS is $4.15 billion, while the demand-side value is much larger at $8.8 trillion. Moreover, a study by OpenForum Europe [^4] estimates that OSS contributes between €65 to €95 billion to the European Union’s GDP and promises significant growth opportunities for the region’s digital economy.

Assess this value for your own organization by taking steps such as:

Expand All @@ -144,7 +144,7 @@ To illustrate how your OSPO may deliver value to your organization, some example

### Managing a Vulnerability in the Software Supply Chain

For example: a social engineering attack targeted the xz/liblzma [^5], an essential open source library. The attack was meticulously planned, gaining trust within the community before executing a malicious attack. This incident was discovered inadvertently by an unrelated project, underscoring the sophistication and stealthiness of such vulnerabilities. The challenge for OSPOs lies in identifying and mitigating these vulnerabilities, which are not always apparent until after they occur. Despite existing procedures and policies, OSPOs recognize the need for mechanisms to proactively measure and respond to such threats.
For example: a social engineering attack targeted the `xz/liblzma` [^5], an essential open source library. The attack was meticulously planned, gaining trust within the community before executing a malicious attack. This incident was discovered inadvertently by an unrelated project, underscoring the sophistication and stealthiness of such vulnerabilities. The challenge for OSPOs lies in identifying and mitigating these vulnerabilities, which are not always apparent until after they occur. Despite existing procedures and policies, OSPOs recognize the need for mechanisms to proactively measure and respond to such threats.

#### How the OSPO Helps

Expand Down Expand Up @@ -215,8 +215,7 @@ The OSPO struggles with gaining executive support and buy-in.

### Recommendation

Executives require a particular type of communication. They need to have a clear picture of the role and value that each part of the organization brings. If the message is too detailed or vague, or if the subject is too specialist they can struggle to "get it". As the OSPO, you need to communicate the strategic value of open source and of the work the OSPO does to manage it. Showcasing visible benefits through case studies, success stories, or numerical reports can help to cut through with a clear and simple presentation that demonstrates OSPO initiatives are delivering with key organizational priorities.

Executives require a particular type of communication. They need to have a clear picture of the role and value that each part of the organization brings. If the message is too detailed or vague, or if the subject is too specialist they can struggle to "get it." As the OSPO, you need to communicate the strategic value of open source and of the work the OSPO does to manage it. Showcasing visible benefits through case studies, success stories, or numerical reports can help to cut through with a clear and simple presentation that demonstrates OSPO initiatives are delivering with key organizational priorities.

## Resources and Footnotes

Expand Down Expand Up @@ -245,7 +244,7 @@ Executives require a particular type of communication. They need to have a clear

[^4]: Study by OpenForum Europe: https://openforumeurope.org/publications/study-about-the-impact-of-open-source-software-and-hardware-on-technological-independence-competitiveness-and-innovation-in-the-eu-economy/

[^5]: Social engineering attack targeted the xz/liblzma: https://research.swtch.com/xz-timeline
[^5]: Social engineering attack targeted the `xz/liblzma`: https://research.swtch.com/xz-timeline

[^6]: OpenSSF Scorecard: https://scorecard.dev/

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6 changes: 3 additions & 3 deletions ospo-book/content/en/03-chapter.md
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* **Individual Contributors:** This petal represents the people who the OSPO will work within the organization, focusing on the intrinsic and extrinsic motivators of contributing to open source from an individual point of view. It requires a cultural change effort and may involve activities such as establishing mentoring programs.

* **Management:** In this petal, the OSPO focuses on strategy and finding alignment between open source and the overall business/organization strategy. Managers face unique challenges, and using the strengths of open source helps them overcome these challenges effectively.
* **Management:** In this petal, the OSPO focuses on strategy and finding alignment between open source and the overall business or organization strategy. Managers face unique challenges, and using the strengths of open source helps them overcome these challenges effectively.

* **Legal:** This petal represents the legal aspects of open source. It deals with understanding and managing legal requirements and obligations related to open source initiatives within the organization. This ensures compliance and reduces legal risks.

* **Business:** This petal focuses on how the OSPO ensures all the pieces of the organization structure fit together. It involves sharing best practices across different business/team units and fostering collaboration and knowledge transfer.
* **Business:** This petal focuses on how the OSPO ensures all the pieces of the organization structure fit together. It involves sharing best practices across different business or team units and fostering collaboration and knowledge transfer.

* **Open Source Ecosystem:** This petal represents the broader open source community and project ecosystem outside the organization. The OSPO engages with this ecosystem, which includes other organizations, projects, and individuals, to exchange ideas, collaborate, and contribute to the larger open source community.

Expand Down Expand Up @@ -144,7 +144,7 @@

### Using a Simple Checklist

The TODO OSPO checklist [^8] offers a simplified set of common milestones to both early-stage and seasoned OSPOs in navigating each stage of the previously mentioned OSPO maturity model. Please note that an OSPO might remove, add, or edit some content of this checklist to adapt it to their organization's needs.

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### Using Maturity Models

Expand All @@ -159,7 +159,7 @@

> NOTE: You can find a summary of their work in both Japanese and English in a Qiita article written by one of its members [^9]

While planning the OSPO it's very helpful have 1:1 conversations with managers, high-level executives, and workers/contractors from different teams that use open source in their day-to-day operations, or whose strategy involves dealing with open source projects (in terms of licenses, security vulnerabilities). Use the insights from these conversations to define the organization's unique motivators and map them to areas within the organization where open source brings value.
While planning the OSPO it's very helpful have 1:1 conversations with managers, high-level executives, and workers and contractors from different teams that use open source in their day-to-day operations, or whose strategy involves dealing with open source projects (in terms of licenses, security vulnerabilities). Use the insights from these conversations to define the organization's unique motivators and map them to areas within the organization where open source brings value.

This will also help to build support for your work across the business even before the OSPO is officially created and launched.

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4 changes: 2 additions & 2 deletions ospo-book/content/en/04-chapter.md
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Expand Up @@ -22,7 +22,7 @@

- **Automation Tools:** Creating process automation to support open source policies is important because policies alone may not always be effective. Managers know that their workers won't always follow policy and therefore want effective options to automate use, management, and tracking of open source components. Automation is useful in many areas of open source including license compliance and security.

- **Documentation, Training, and Education:** An OSPO can play a leading role in ensuring that individuals are qualified to assess open source projects for use in the organization and contribute to critical open source projects for the organization. Developing training materials and documentation and/or aiding teams to produce these across different departments are key tasks.
- **Documentation, Training, and Education:** An OSPO can play a leading role in ensuring that individuals are qualified to assess open source projects for use in the organization and contribute to critical open source projects for the organization. Developing training materials and documentation or aiding teams to produce these across different departments are key tasks.

- **Resource Allocation:** There can be a lot of areas that an OSPO can offer value to an organization. Therefore, prioritizing work and allocating resources strategically and tactically is an important activity that will improve the OSPO's impact.

Expand Down Expand Up @@ -54,7 +54,7 @@
| Define open source compliance rules and practices | An explicit consensus on the organization's open source compliance rules and practices between the legal and business stakeholders. | The organization knows that it has a managed approach to the legal aspects of open source consumption, which can be maintained and improved over time. Each company has different aspects of open source compliance, interpretations of licenses and different risk appetite (e.g dealing with regulations). Having well-defined compliance rules and practices is the first step toward deterministic open source compliance |
| Define rules and policies on using open source (criteria for using OSS which relate to open source health) | Consumption of open source projects isn't just viewed through the compliance lens, but is considered more holistically and includes the risks associated with unhealthy projects. A consensus is built in the company related to the hygiene of consumed open source components. The organization has clear policies to follow. | Consumed open source projects are lower in risk because they're healthy, fixing security vulnerabilities, implementing new features and release regularly. |
| Define rules and policies on how to contribute to open source (criteria on how to engage in the community, how to transfer rights, Contributor License Agreements) | The OSPO can increase awareness of the two-way relationship with open source projects. Using policies supports a consistent and ethical approach. The organization has clear policies to follow. | Policies and practices ensure that the organization considers how to jointly build value with open source projects. Contributions made are likely to improve the company's reputation, not damage it. |
| Adopt ISO/IEC 5230 (OpenChain) Compliance | The OSPO can implement an international, defined standard rather than create one from the ground up. | The organization can demonstrate its compliance with an internationally recognized standard. |

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| Manage an inventory of OSS used in the organization | The OSPO is aware of the surface area of OSS it oversees. | The organization has a base for overall risk management. This is an important tool for dealing with issues relating to specific projects (security problems, license changes, lifecycle issues, etc.) |
| Training on open source awareness | Providing training on open source increases visibility of the role of open source, visibility of the OSPO and its value, and improves understanding of how the organization uses and engages with open source. | Increases the competence present in the organization to work with OSS through an awareness of open source value, licensing, and contributions etc. |
| Introduce tools for license compliance | Provide structure and visibility for licence compliance within the organization, which helps inform management strategy. | Automation is essential to be able to address risks with a reasonable amount of effort and measure effectiveness of efforts to improve compliance. |
Expand All @@ -73,7 +73,7 @@
| Activities | Value for the OSPO | Value for the Organization |
| -------------------------------------- | -------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Create contribution policy and process | Managing open source contributions becomes easier. | Having clear procedures means that the organization can offer open source contributions in a legally safe way, for open source projects, the organization, and its employees. |
| Qualification of contributors | Contributors require less oversight and make good ambassadors. | Skilled contributors make better contributions into publicly-visible projects. This means less risk to the organization. |
| Qualification of contributors | Contributors require less oversight and make good ambassadors. | Skilled contributors make better contributions into publicly visible projects. This means less risk to the organization. |

#### STAGE: Leadership

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4 changes: 2 additions & 2 deletions ospo-book/content/en/05-chapter.md
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Expand Up @@ -59,10 +59,10 @@ Both developers and managers must understand any laws or regulations they need t

**Protect your environments, including development, build, test, and distribution:**

1. Use multi-factor authentication (MFA) to make it harder for attackers to gain access.
1. Use Multi-Factor Authentication (MFA) to make it harder for attackers to gain access.
1. Secure your build environment. See OpenSSF SLSA for more guidance [^11].

**Use automated tools in your continuous integration (CI) pipeline to catch security issues early:**
**Use automated tools in your Continuous Integration (CI) pipeline to catch security issues early:**

1. Use multiple types of tools, as each may find different problems, see the Guide to Security Tools [^12].

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8 changes: 4 additions & 4 deletions ospo-book/content/en/06-chapter.md
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Expand Up @@ -93,7 +93,7 @@ Evaluate how employee engagement in open source communities reflects organizatio

**Commentary**

There are ways that an organization can support community engagement by employees (for example contribution guidelines, intellectual property management, and license support). Support will often include why the community is important to your organization - including a time and prioritization component in how much time an employee spends in external/upstream work. companies can observe employees as good citizens for reasons of personal and organizational gain, and help employees understand their importance in bridging between the organization and the community.
There are ways that an organization can support community engagement by employees (for example contribution guidelines, intellectual property management, and license support). Support will often include why the community is important to your organization - including a time and prioritization component in how much time an employee spends in external and upstream work. companies can observe employees as good citizens for reasons of personal and organizational gain, and help employees understand their importance in bridging between the organization and the community.

**Questions**

Expand Down Expand Up @@ -159,15 +159,15 @@ For organizations that use open source projects and want to understand the healt

### How OSPOs Can Navigate the Complexities of Open Source Project Health

Understanding the health of an open source project is not a simple task. Open source health includes many different concernsboth technical and socialthat can appear at the project level or across the broader ecosystem. A review of existing research identified 107 such concerns [^2]. To help make sense of this complexity, researchers worked with 17 experts from industry and the open source community to organize these concerns into a framework of 21 health aspects.
Understanding the health of an open source project is not a simple task. Open source health includes many different concernsboth technical and socialthat can appear at the project level or across the broader ecosystem. A review of existing research identified 107 such concerns [^2]. To help make sense of this complexity, researchers worked with 17 experts from industry and the open source community to organize these concerns into a framework of 21 health aspects.

These health aspects focus on important areas such as:

* Community productivity and stability.
* Project orchestration and leadership.
* Production processes and outputs.

Each health aspect is further described using attributessmaller, more detailed elementsthat help organizations examine project health in a structured way.
Each health aspect is further described using attributessmaller, more detailed elementsthat help organizations examine project health in a structured way.

#### Matching the Framework to the Right Context

Expand All @@ -182,7 +182,7 @@ When comparing open source projects, OSPOs should group and assess projects with

#### Making Smart Choices About What to Measure

Every organization has a different contextdifferent markets, technologies, and risks. Because of this, there is no "one size fits all" approach to assessing open source health. OSPOs should:
Every organization has a different contextdifferent markets, technologies, and risks. Because of this, there is no "one size fits all" approach to assessing open source health. OSPOs should:

* Decide which health aspects and attributes matter most based on their organization's needs.
* Prioritize efforts — it's too time-consuming and expensive to measure everything.
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