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Why this fork?

A short overview of events leading up to the split of almost all TWiki contributors from Peter Thoeny/TWIKI.NET in October 2008.

Introducing: the players on the scene

  • Peter Thoeny: founder and project lead of Open Source TWiki (since 1998)
  • TWIKI.NET: commercial company set up by Peter Thoeny (CTO) in 2007. Initially led by Rod Beckstrom, since 2008 by Tom Barton.
  • TWiki Community: a loose collection of developers and other contributors that jointly work on Open Source TWiki
  • WikiRing: a network of TWiki consultants grouped by one brand. At the time, all WikiRing consultants were part of the TWiki Community.

Order of events

May 2007: TWiki.net is announced

In May 2007, Peter Thoeny announced that he and others had formed TWiki.net, a company established for the express purpose of commercialising TWiki. The community response is generally positive.

August 2007: players united

The first TWiki summit is heralded as a great success, with TWIKI.NET pulling out all the stops to make sure the community is welcomed and engaged. Some disagreements followed due to the summit not having a formal mandate to make decisions in camera that affected the absent community.

January, February 2008: conflicts arise

In January 2008, Peter Thoeny attempted to release TWiki 4.2.0 with a press release that suggested that TWIKI.NET were responsible for the release. This was withdrawn after community protests, and a request for clarification of the governance model added to the agenda for the summit.

At the TWiki Community Summit 2008 in California, further friction was felt between TWIKI.NET, WikiRing consultants, and other TWiki Community members regarding the TWiki brand (usage rights of name and logo) and the way the Open Source project was being led (governance). Rod Beckstrom accused community members of planning a fork and otherwise acting against the interests of the community.

Any decision on the governance model was postponed to the third summit (held in Berlin). Peter Thoeny was to make a proposal on twiki.org, so community members could discuss it in public.

July 2008: first governance proposal not accepted by the community

Peter Thoeny wrote a proposal for a new TWiki governance model. In short:

  1. Peter Thoeny is a Self Appointed "Benevolent Dictator for Life" (BDFL) -- spiritual leader of the TWiki project. The BDFL appoints members of the Technical Board.
  2. The TWiki name and brand, as well as the twiki.org domain name, are the property of the project founder Peter Thoeny; he has sole discretion in decisions related to these matters.
This proposal met considerable opposition from the community. It seemed to go against some already established and more democratic decision structures. The role of BDFL met some strong resistance, although some members acknowledged the need for leadership.

The issue on the brand name left quite some independent consultants uncertain if they would be able to continue selling their services using this name. As RafaelAlvarez writes:
The community wanted to make explicit the permissions that were implicit before, that is, that the community can use the TWiki (tm) brand the way it has been done before without having to pay or re-license TWIKI.NET. This means that any community member could make a TWiki(tm) package (taking the core, add some plugins and a nice installer on top) and call it TWiki (tm). This means that I could have a company named "Global TWiki Consulting Services" that provides TWiki related services, and that sites like twikirules.org, twikigurus.org and such can spawn.
Today, for all that you need a written permission from the trademark holder, and if there is even the slightest disagreement between you and him, you run the risk to get sued (a site called twikisucks.org could not exists, for example).
In the same vein, a consulting company that is seen as a heavy competitor to TWIKI.NET is not likely to get the permission to have TWiki (tm) in its name.

Alternative governance proposals were then made. The community agreed that a final agreement on the matter would be finalised at the TWiki Community Summit in September.

September 2008: emotions rising, creation of a democratic board

Just before the TWiki Community Summit September 2008 in Berlin, the community learned that Peter Thoeny was not willing to discuss the role of BDFL or the TWiki brand.

Moreover, Peter would not be able to join the summit; instead, Tom Barton would be attending.

At the summit, the attending TWiki community members (present physcially and by conference call) expressed the following:
  • The BDFL position is not needed or appropriate for the community. The majority position was that this would not be an acceptable element of governance.
  • The participants expressed very strong reservations about TWIKI.NET's control of the TWiki brand whose value, the participants felt, is primarily based on the volunteer contributions of many individuals.
At the end of the day, the group summarized its position on these questions as follows:
  1. The license on the brand name "TWiki" should be a free (as in free beer and free speech) Public License given to the entire community, without having to sign an agreement.
  2. Peter Thoeny is considered the Chief Evangelist, but he will not have veto right, nor will he have the right to overturn community decisions.
If TWIKI.NET did not agree with this position, then the community would create a fork.

Tom Barton acknowledged that he was not aware of the strength of community opinions on these matters and promised to talk with Peter and provide a response by the next morning.

The next morning, Tom Barton and Peter Thoeny agreed to the community demands (see the community letter and the response from Tom).

At the summit, an Interim Executive Board was elected to create a more democratic governance structure. The board began discussions with TWIKI.NET to work out the details regarding the TWiki trademark.

Before the summit, preparations for a fork were set up, but the large majority at the summit felt that a fork would be a loss for everyone, and the idea was abandoned.

October 2008: unilateral change in governance

As a complete surprise, at 27 October 2008, 21:00 GMT, just a minute before the regular TWiki release meeting, TWIKI.NET announced unilaterally that it would take over governance of the TWiki project, in order to set a broader agenda for TWiki and establish clear project direction (also refer to the IRC logs for the release meeting).

All TWiki Community members were barred from editing the twiki.org website and contributing to the TWiki software until they accepted a newly introduced set of terms of use. This implicitly meant accepting the new TWiki Governance model, one which the community had previously rejected. In addition, a new privacy policy came into effect.

TWiki is now led by TWIKI.NET instead of its community; an undemocratic governance model has been explicitly selected by TWIKI.NET in order to allow TWiki's direction to be managed primarily by its founder. No core contributors have agreed to continue TWiki development under this governance model.

Result: contributors split from twiki.org

Immediately after the announcement, a large group of community members joined forces to continue development of the TWiki project, under a new name: Foswiki.

The goals of the Foswiki project include the following:
  1. Found an association as a formal body for the project, including the reorganization of its governance, including operational matters.
  2. Guarantee a volunteer-friendly and democratic environment.
  3. Support upgrades from existing TWiki installations to the Foswiki product, maintaining TWiki compatibility for as long as it is practically feasible.

The role of the WikiRing

WikiRing is a shared brand used by a number of independent consultants, when they work together to form project teams to address bigger clients. The WikiRing has always worked with a range of different wiki implementations, including TWiki, and many of its members were also prominent in the TWiki development community. This has led to the WikiRing being branded by conspiracy theorists as the "bad boy" in the events leading to the fork.

However the WikiRing as an organisation has never communicated with the TWiki community. Throughout the governance discussions, individuals who were also WikiRing members expressed only their personal opinions, and before the fork there were some very different views between WikiRing members. This was communicated to all the relevant players on several occasions. In the event the fork was initiated and supported almost unanimously by the active TWiki developer community, a minority of whom were WikiRing members.

You may hear or see statements accusing the WikiRing of having forked from TWiki. These statements are untrue, and are either based in ignorance, misinformation, or are a calculated attempt to spread FUD.

Follow up: the fork in the news

Publishing date News title Type
04 Nov 2008 The Perils of Going from Community to Commercial Open Source Weblog
04 Nov 2008 Goodbye TWiki - open letter from previous TWiki release manager Weblog
04 Nov 2008 One week later in ‘Community.NextWiki’ Weblog
04 Nov 2008 The Perils of Going from Community to Commercial Open Source Weblog
03 Nov 2008 TWiki vs. Community.NextWiki: Community erzeugt ein TWiki-fork News Portal
03 Nov 2008 Sagan af TWiki Weblog
02 Nov 2008 TWiki and the Fork - blog from Andrew Jones, extension developer Weblog
31 Oct 2008 Reação: Comunidade Twiki cria fork após tentativa de intervenção (Brazil) News Portal
31 Oct 2008 Quarrel over TWiki - Friendly Takeover by Founder? News Portal
31 Oct 2008 Streit um Twiki – Feindliche Übernahme durch den Gründer? (linux-magazin.de) News Portal
31 Oct 2008 The Twiki fork, a takeover opportunity? (ZDNet) News Portal
31 Oct 2008 pro-linux: Hauptentwickler verlassen TWiki (German) News Portal
31 Oct 2008 Aus TWiki wird Community.NextWiki (oder was anderes) Weblog
31 Oct 2008 Reação: Comunidade Twiki cria fork após tentativa de intervenção Weblog
31 Oct 2008 TWiki-Fork: Community spaltet sich ab und entwickelt Community.NextWiki (German) Weblog
31 Oct 2008 Aus TWiki wird der Community.NextWiki Fork Weblog
31 Oct 2008 This would never happen on my watch Weblog
31 Oct 2008 Quarrel over TWiki - Friendly Takeover by Founder? News Portal
31 Oct 2008 Streit um Twiki – Feindliche Übernahme durch den Gründer? (linux-magazin.de) News Portal
31 Oct 2008 The Twiki fork, a takeover opportunity? (ZDNet) Weblog
31 Oct 2008 pro-linux: Hauptentwickler verlassen TWiki (German) News Portal
30 Oct 2008 Watching the TWiki fork Weblog
30 Oct 2008 Hostile takeover of Open Source Project TWiki (LWN) News Portal
30 Oct 2008 Twiki Project Hostile Takeover (OSDir) News Portal
30 Oct 2008 Twiki.net vs. Community.NextWiki: Freie Entwickler gehen eigene Wege (heise.de) News Portal
30 Oct 2008 Twiki.net vs. Community.NextWiki: open source developers go their own way (heise.uk) News Portal
30 Oct 2008 TWiki.net kontra NexTWiki: wolni programiÃ…›ci idÄ… wÃ…‚asnÄ… drogÄ… (heise.pl) News Portal
30 Oct 2008 TWiki's hunt for cash fractures its community (CNET) News Portal
30 Oct 2008 Twiki מת; י×—×™ Community.NextWiki... (linmagazine, Hebrew) News Portal
30 Oct 2008 TWiki: Entwickler wurden ausgesperrt und gründen neues Projekt (German) Weblog
30 Oct 2008 Wer TWiki haben will nimmt in Zukunft wohl Community.NextWiki (German) Weblog
30 Oct 2008 Twiki Open Source Project Implodes Weblog
30 Oct 2008 Goodbye TWiki™, hello Community.NextWiki Weblog
30 Oct 2008 When open source goes wrong Weblog
30 Oct 2008 TWiki Fork FAQ (German) Weblog
30 Oct 2008 Hostile takeover of Open Source Project TWiki (LWN) News Portal
30 Oct 2008 Twiki Project Hostile Takeover (OSDir) News Portal
30 Oct 2008 Twiki.net vs. Community.NextWiki: Freie Entwickler gehen eigene Wege (heise.de) News Portal
30 Oct 2008 Twiki.net vs. Community.NextWiki: open source developers go their own way (heise.uk) News Portal
30 Oct 2008 TWiki's hunt for cash fractures its community (CNET) News Portal
29 Oct 2008 TWiki.net kicks out all TWiki contributors (Slashdot) News Portal
29 Oct 2008 Hostile takeover of Open Source Project TWiki (Slashdot) News Portal
29 Oct 2008 TWiki stops being open source Weblog
29 Oct 2008 Hostile takeover of open source Project TWiki Weblog
29 Oct 2008 The end of TWiki? Weblog
29 Oct 2008 TWiki.net kicks out all TWiki contributors (Slashdot) News Portal
29 Oct 2008 Hostile takeover of Open Source Project TWiki (Slashdot) News Portal
28 Oct 2008 TWiki forks Weblog
28 Oct 2008 Hostile takover of TWiki Weblog
28 Oct 2008 TWiki is dead, long live TWiki! Weblog

Follow up: reactions by email

We have received a couple of cheer-up mails, listed at Testimonials.
Topic revision: r10 - 22 Apr 2010, CrawfordCurrie
 
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