Hi everyone,

Ronnie Henry <[EMAIL PROTECTED]> posted this link on the PLUG-Misc
mailing list. I am forwarding it to seemingly more appropriate lists for
hopefully wider reading.

http://www.symonds.net/~fsug-kochi/mass-memo.html

The above-linked memorandum was submitted by the Kochi Free Software
Users' Group, and deals with their position regarding the IT@SCHOOL
project of the Indian government. I am in agreement with a lot of the
points they make in this statement. It is a pretty comprehensive
recommendation paper, dealing with issues of cost, fairness and public
interest, specification of standards instead of products or brands,
copyright, and obsolesence.

It is moderate in length and is full of substantial information for
policy makers, government and school administrators, and free software
advocates. I hope we can each give this some of our time. Those with
contacts in government are strongly encouraged to forward links to this
document.

For the benefit of people without access to the web, a copy of the text
is included in this message (reformatted to be suitable for email).

 --> Jijo


----- BEGIN KOCHI FREE SOFTWARE USERS' GROUP MEMORANDUM -----

To

    1. The Principal Secretary,
    General Education Department,
    Government of Kerala,
    Thiruvananthapuram.

    2. The Director of Public Instruction,
    Poojapura,
    Thiruvananthapuram.

    3. State Council of Education Research and Training,
    SCERT Buildings, Poojapura. P. O.,
    Thiruvananthapuram -12

    4. Executive Director,
    IT@ School Project,
    State Project Office, Ground Floor,
    SCERT Buildings, Poojapura. P. O.,
    Thiruvananthapuram -12.

    5. The Secretary to the Government of Kerala,
    Information Technology Department,
    Thiruvananthapuram.

Memorandum Submitted by Members of the Free Software Users' Group,
Kochi, Maruti Vilas Lodge, Canon Shed Road, Cochin - 682011.

Sirs,

Ref:- IT@School Project - choice of software and syllabus -

We, the undersigned, have recently come across what the government calls
the IT@SCHOOL project. We are extremely happy and fully endorse the
objectives and intention behind the scheme, in so far as the government
has made it possible to bring IT education to even very poor students in
our State, at a nominal cost. We are very much proud of our government
in that our government is one of the few governments in the world which
has made it possible to bring IT education to the masses at a very
nominal cost as envisaged in the IT@SCHOOL scheme.

However, we submit that implementation of the scheme as it is would harm
the long term interests of our State, the general public and the
Country. There would be very serious violation of our citizens' basic
legal and constitutional rights. We understand that the government has
made a few changes within the past few weeks to the syllabus and
textbooks. But, we submit that the changes do not go far enough to
redress the real issues involved in the matter. We wish, by this letter,
to bring to your kind attention, the following issues and request you to
remedy them without further delay.

1. Choice of Software and Commercial Fairness

    1.1 We find the manner in which the software to be used at the
    schools is chosen, and manner in which it is chosen, to be
    disturbing. The syllabus has prescribed software by brand. It is
    regrettable that the government has not framed or adopted any
    guidelines or standards to be followed for choosing the software.
    The IT@SCHOOL project patronises and prefers one brand over other
    products; and in making this choice, the government has not followed
    due procedure laid down by law. We submit that this is not fair to
    creators and vendors of other software.

    1.2 We gather that there are nearly 2600 high schools in Kera1a. The
    scheme envisages that each school should have 10 computers within
    next three years. Cost of prescribed operating system is
    approximately Rs. 3500 per computer. The application software
    specified in the syllabus costs another Rs. 25,000/- per computer.
    At the prescribed ratio of 10 computers per school, by the year
    2004, this will cost the schools an astounding Rs. 74,10,00,000/-
    (rupees seventy four crores and ten lakhs) - (Rs. 3,500 + Rs.
    25,000 = Rs. 28,500 x 10 computers per school x 2600 schools).

    1.3 Even if the said corporation whose software is chosen provides
    software free of cost, we submit that the government should not
    include it in the syllabus. Providing schools or other educational
    institutions software at little or no cost, while the same software
    is sold at very high prices in the open market is a marketing trick.
    The corporation resorts to such tactics in order to reap benefits of
    having a pool of people who are familiar with their software
    packages and thus form an assured customer base, either as users
    themselves or as potential skilled employees. We are aware that
    equipping our students and teachers with skills in computer usage is
    the primary aim of the project.

    1.4 But, by confining students' training to a particular brand of
    software, the government would be giving undue preference to a
    particular vendor and their software thus discriminating against
    vendors of other software. Thus, even by providing software free of
    cost to the schools, the said company will make immense profits, to
    the detriment of public welfare and without any corresponding gain
    to the public, state or institutions. You will recognise that this
    policy discriminates against vendors of other software and in favour
    of a particular corporation. You would be aware that this is
    discrimination and unconstitutional.

    1.5 The Supreme Court has laid down in several cases that the
    government shall be fair and equitable in choosing beneficiaries of
    government activities. The IT@SCHOOL project involves expenses from
    funds; created with authorization from government and in pursuance
    of and compliance with guidelines and rules issued by the State
    government or other statutory authorities in exercise of statutory
    power vested in them by the Kerala Education Act. Hence, the
    government has an obligation to act fairly and equitably while
    choosing software for school curriculum. But, regrettably, we find
    that there is not even an attempt to act fairly in the matter of
    prescribing syllabus and curriculum for the IT@SCHOOL project.

    1.6 We also would like to point out that Government's approach would
    result in compelling not only schools, but also the general public
    to purchase software from this particular vendor in the future,
    because people have been denied access to software from other
    vendors. This would create a monopoly in favour of that corporation
    and expose the public, the State and the nation to the mercy of a
    single company. It may be recalled that this particular corporation
    has been found guilty of unfair, monopolistic and restrictive trade
    practices in its own country.

    1.7 We note that in G.O. (MS) No.297/2001/G. Edn. dated 29.09.2001
    the government has specified that 'Volume licensing terms of
    necessary software will be negotiated with software manufacturers'.
    This is a very regrettable approach on part of the government.
    Negotiations can be only between persons or bodies having equal
    bargaining power. A prerequisite of equal bargaining power is that
    that both parties have the freedom of choice. But, when schools are
    compelled to purchase a particular brand because it is prescribed in
    the syllabus, the schools have no real choice and hence, no real
    negotiating power. Thus the concept of negotiation looses relevance.

2. Government Should Specify Standards Rather Than Products or Brands

    2.1 The computer and the software which drives it are the
    communication media of the future. Even today, digital media has
    replaced traditional forms of communication in several situations.
    Digital communication interposes machine language (language of the
    computer) between humans.  Human language, whether it be the spoken
    word, the written verse, or visual symbols all are converted to
    machine language by the computer which originates communication and
    are converted back to human understandable form by the computer
    which receives the communication. It is therefore a prerequisite of
    free and unhindered computerised communication between humans that
    computers understand languages 'spoken' by each other. Language used
    by one machine need not be the same as the language used by another.
    But, different machines/computers can understand each other using
    internationally accepted standards. Such standards need to be openly
    available and accessible to the public.  While prescribing software
    for schools, the government has an important role of ensuring that
    software prescribed or selected conforms to such standards.

    2.2 The corporation whose brands and products are prescribed does
    not publish standards used in their software. Even in respect of
    standards recognized by the entire industry, this particular
    corporation is known to create its own variations outside the scope
    of such universal standards. Such extensions to the standards are
    not published by this corporation and information/files/ programs
    using such extensions cannot be accessed except with applications or
    programs available exclusively from that particular corporation.
    This practice compels not only users of products from that vendor,
    but also other people who are forced to interact with users of that
    vendor's products (like the government and schools, in this case) to
    purchase software from this particular vendor alone. This situation
    is known as 'vendor lock-in' or 'vendor dependence'. This is
    contrary to public interest and harmful to the society in the long
    run. The government should not create an atmosphere which
    facilitates such dependence. It is essential that the government and
    schools insist on using software which uses and conforms to freely
    available standards so that people who interact with them are not
    forced to use software from the same vendor as the government or the
    schools.

    2.3 It should be realised that vendor dependence is extremely
    expensive for the government in the long term. We will elaborate on
    this issue below.

    2.4 We wish to bring to the attention of the Government that several
    software packages, both applications as well as operating systems,
    which conform to industry-wide standards, adopted and maintained by
    independent vendors - both non profit organizations and for profit
    commercial bodies (individuals and corporations) are available. A
    list of vendors who sell such products for a price is available at
    web sites like, http://www.gnu.org/directory/ and
    http://forum.gnu.org.in/bizdir and, probably, there are other
    vendors who have not been listed on such sites.

    2.5 In these circumstances, by prescribing that software of a
    particular brand alone shall be used, the Government is cutting off
    access to a wider choice for itself and the citizens of Kerala and
    also cutting off the possibility of tremendous savings of money for
    itself and the citizens of Kerala. In the long run, such
    restrictions on the ability to choose would ultimately restrict
    ability of computers and people to interact with each other through
    computers.

3. The Issue of Copyright

    3.1 We notice that the government has been very meticulous in
    prescribing the hardware to be used along with indicative prices.
    However, there is no provision for software costs in the estimates
    and accounting guidelines published as part of the IT@SCHOOL scheme.

    3.2 This approach will encourage schools to make unauthorized copies
    of software. The law as it stands now prohibits copying of software
    by schools without permission. Therefore, the government has a duty
    to ensure that rules / regulations / guidelines framed by it
    facilitates compliance with law by the persons or bodies targeted by
    such rules or guidelines. We submit that the government's approach
    of not providing sufficient funds for purchase of software will
    bring the schools into conflict with the law relating to Copyrights
    and the harsh license enforcement programs by the software
    corporations. Ultimately, this will expose school managements,
    (including government run schools) to litigation, including criminal
    action by copyright holders of software prescribed. Hence, it is
    essential that software to be used in schools are made available
    under a license which incorporates freedom of use.

    3.3 Management of software licenses is a complex task, requiring
    constant legal supervision. Large corporations vending proprietary
    software enforce their license restr-ictions harshly - even claiming
    that the visual appearance of the screen is copyrighted. Thus, even
    use of 'screen shots' in textbooks without appropriate permissions
    will invite action from the copyright owners against the gover-nment
    and its agencies responsible for preparing text books.

    3.4 We understand that the government has not received any consent
    from the copyright holders to use screen shots in the text books. We
    would like to point out that certain corporations have initiated
    litigation in other foreign countries, claiming copyright over
    screen appearance. We do not want our government to be put in such
    embarrassing situations by uninformed use of inappropriate software
    and technology. We hope and trust that the government will see
    reason and exclude proprietary software from the school curriculum.

    3.5 We also would like to point out that due to inappropriate
    handling of licensing issues, several schools in the United States
    of America have, in recent past, found that they are unable to
    answer Microsoft Corporation's request for an account of licenses
    for the number of computers used by them. For example, in 1994-95,
    some schools in Los Angeles have had to pay fines of up to $300,000
    (equivalent of Rupees 1,44,00,000/- or One crores and forty four
    lakhs) in fines and to further spend an identical amount for
    purchasing actual licenses. This was in addition to the legal
    expenses and the embarrassment of facing public humiliation.

    3.6 In this context, we request the government to recall the recent
    problems faced by the highly successful and popular 'FRIENDS'
    project.  If the concerned agencies were adequately aware of issues
    relating to copyright and licensing, the unfortunate incidents of
    executives and officers of quasi-governmental organizations being
    arrested by the police and detained in custody, like petty thieves
    could have been avoided. We would like to point out that unless the
    government is careful, teachers in our schools too might be faced
    with a similar situation.

    3.7 The government or the schools should not have to constantly
    worry about licensing issues and should be free to teach. Imposing
    proprietary software on the schools means pushing the school
    administrations and managements into the difficult and tricky area
    of license management.  The schools should be free to choose
    software of their choice; but if the government wishes to impose its
    own choice on the schools, the government has an obligation to
    ensure that no present or future burden, economic, social or
    technological, is imposed on the school managements.

4. The Prescription Stifles Development of Software Skills

    4.1 If our students are to really understand and learn programming
    and develop software skills, they should learn not only to use
    computers, but also understand why they function the way they do.
    This involves learning programing skills. To learn programing,
    students should have access to source code of the software they use.
    We trust that you have studied and understood the terms under which
    the corporation, whose software is currently prescribed for study,
    licenses its software. It should be emphasised that they do not
    provide access to source code, which is a a closely guarded secret.
    By insisting on programs from a particular company, the government
    is denying our students an opportunity to learn about programs and
    software development skills. We need not repeat that this policy
    would not help our community in the long run.

    4.2 We do appreciate that the IT@SCHOOL project may not involve
    teaching programing skills to the students; but at a young age, the
    students are curious, and are apt to explore and examine the systems
    they are using.  This is an excellent opportunity to introduce
    students to software programing. Providing access to source code to
    the students who display curiosity about understanding software
    programing would channelise their creativity into development of
    useful skills. On the contrary, denying access to source code might
    result in such students being frustrated, and turning to
    unproductive activities.

5. Proprietary Software Is More Expensive Over Long Term

    5.1 It goes without saying that all software packages, including
    those prescribed in the syllabus are covered by copyright. The
    corporation which provides the prescribed packages charges license
    fees for each computer on which their software is used. Moreover,
    the Operating system and the application software packages (MS Word,
    as per the syllabus) has to be purchased separately, and separate
    licenses have to be obtained for each machine / computer. It should
    be recalled that the government is aiming to have computers in all
    the schools in Kerala by the year 2004 at the rate of between 6 and
    15 computers per school, in all the more than 2600 schools in
    Kerala.

    5.2 We have already pointed out that this would cost the state over
    74 crore rupees in terms of license fees alone at the modest rate of
    10 computers per school. The government has actually prescribed use
    of up to 15 computers per school. Thus, there would be more than
    41,600 computers in schools alone by the year 2004, and either the
    schools, or the government, stands to lose, and the corporation
    actually stands to gain, not merely rupees 74 crores, but sums far
    in excess of Rs.  118,56,00,000 (Rupees one hundred and eighteen
    crores, fifty six lakhs) on license fees alone.

    5.3 Apart from initial license costs, the government / schools would
    have to incur recurring expenditure on software maintenance and
    upgrades. This happens because however well developed a software
    package is, it is always prone to defects known as bugs. Since
    source code for the software prescribed in the syllabus is not
    available, the schools will be dependent on the same vendor for
    upgrades and 'bug fixes' and also have to periodically pay them for
    such services. The vendor would therefore be in a position to
    extract more money from the government or the schools in the long
    run. However, when source code for software is made available, with
    universal permission to modify and redistribute, it is possible for
    anybody with the necessary skills to provide after sales services,
    thus resulting in competition and consequent cost savings.

    5.4 On the other hand, creators of free software have explicitly
    permitted modification and redistribution of their programs, without
    any royalties. Therefore, the schools would not be tied down to
    after sales service from vendors who created the software alone.
    When software is available with support from several vendors, this
    would naturally keep the prices low. Yet another difficulty with
    frequent upgrades is that the government / schools would be
    compelled to replace hardware too, (like processors, hard disks,
    memory modules, etc.) thus further adding to total costs.

    5.5 In these circumstances, the government's insistence on the
    schools purchasing proprietary, non-standard, and expensive software
    cannot be justified on any account, and makes no commercial sense.

6. Obsolescence

    6.1 It is very surprising to notice that the documents relating to
    the IT@SCHOOL project mandates usage of Windows 98 operating system
    pre-installed on all computers purchased by the schools. Windows 98
    is a very much outdated product. Several newer versions of that
    operating system have been issued and are currently in market. Very
    fact that you are insisting on outdated products shows that the
    government has acted in a very arbitrary and capricious manner in
    prescribing the syllabus and choosing the topics to be studied.

    6.2 Software is subject to very rapid changes. Average life cycle of
    software packages is between six to eighteen months. However,
    syllabi in Kerala are reviewed only once in four to five years. This
    would result in our students having to study obsolete software
    packages for a long time in between syllabus reviews. In view of
    such rapidly changing product versions it is most inappropriate for
    the government to prescribe software by brands or versions in school
    syllabus. We hope that the government will desist from insisting on
    branded software on this grounds alone.

7. Manpower

    7.1 It is seen from one of the documents issued in connection with
    the project that government is of the opinion that no trained
    manpower is available for software other than what is prescribed in
    the syllabus. If that be so, we fail to understand why several
    thousands of teachers were trained over a long time, spending
    several lakhs of rupees. They could have been equally well trained
    in free software packages.

    7.2 We wish to assure you that ample trained manpower capable of
    handling free software and also training school teachers and
    trainers to teach in the IT@SCHOOL project is available in Kerala
    itself. Lists of businesses, companies or individuals willing to
    provide support for free software is available at web sites like
    http://forum.gnu.org.in/bizdir and http://www.gnu.org/directory.

    7.3 We would also like to point out that free software is neither
    'freeware' nor 'alternative software' as sought to be made out in
    the 'IT@SCHOOL Project - an Approach Paper'. 'Freeware' is software
    available at no monetary cost. 'Free software' on the other hand, is
    about freedom, not cost. 'Alternatives' are required when we are
    compelled to use one particular thing or product. We are not aware
    of any compulsion on the government to use any particular software.
    This being so, we fail to understand such terminology used by the
    government.

    7.4 We wish to clarify that by the term 'Free Software' used above,
    we are referring to /'freedom'/, as in */'swatantryam'/* - not
    'soujanyam'.  By /freedom/, we mean: (1) /freedom to *run* the
    program/, for any purpose; (2) /freedom to *study* how the program
    works, and *adapt* it to the user's needs/; (3) The /freedom to
    *redistribute* copies/ so you can help your neighbour; (4) The
    /freedom to *modify* the program,/ and release improvements to the
    public, so that the whole community benefits. It may be appreciated
    that access to the source code is a precondition for enjoying
    freedoms 2 and 4.

    7.5 We trust that the government will not be misled by wrong
    terminology and misconceptions. We wish to point out that
    governments of several developed countries have successfully adopted
    free software for various purposes and have openly acknowledged
    advantages of using free software.  We may also point in this
    context, the experience of the Kerala Bureau of Industrial
    Promotion, which, in association with the Free Software Foundation
    of India, is developing software in Malayalam. This is possible only
    because they are using /free software/ - software created by others
    and made available to the general public with the '*/swatantryam/*'
    to legally use, modify and redistribute the same for the greater
    common good.

    7.6 In case the government has any doubts about free software, we
    and other persons sharing our views on this issue, or our
    representatives will be most happy to meet and show the government
    how to go about preparing the necessary framework and guidelines,
    including preparation of course material, syllabus, hardware and
    software specifications, etc.

    7.7 We trust that the government would view the issue not merely as
    one of cost or preferring one software or company over other. The
    basic question is one of freedom of choice for each individual and
    an entire community. What is at stake is not merely commercial
    rights or expenses of a few rupees. It is the question of liberty
    and independence for the public.

We request you to consider all these issues and review the syllabus and
other various notifications issued in pursuance of the IT@SCHOOL scheme,
and hereby request the government to:-

    A. discontinue references to brand names and proprietary software in
    the syllabus, guidelines, notifications and other requirements under
    the IT@SCHOOL project.

    B. frame rules requiring the use of software which does not require
    payment of any kind of royalties and implements open, industry wide
    standards in the schools and educational institutions in the state.

    C. frame rules requiring that source code for all software and
    operating systems, applications and programs used in the school
    curriculum be published or otherwise made available to the public,
    students, schools and government.

    D. frame rules requiring that only such software which is permitted
    to be modified and maintained by third parties shall be used in
    schools and educational institutions.

Dated this the 16th day of November, 2002.

Copyright (C) 2002 Free Software User Group - Kochi.
Maruti Vilas Lodge, Canon Shed Road, Kochi - 682011, Kerala, India.

Verbatim copying and distribution of this entire article is permitted in
any medium, provided this notice is preserved.

----- END KOCHI FREE SOFTWARE USERS' GROUP MEMORANDUM -----


-- 
Federico Sevilla III  : http://jijo.free.net.ph      : When we speak of free
Network Administrator : The Leather Collection, Inc. : software we refer to
GnuPG Key ID          : 0x93B746BE                   : freedom, not price.
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