Princeton University Office of Information Technology
Position Statement on Buy, Build, or Open Source Software Decisions


A recent article in Syllabus Magazine (November, 2003, The FREE, 0% APR, Better Sex, No Effort Diet by Howard Strauss) has generated quite a firestorm and touched a raw nerve in the open source community. The author has been a long-time employee of Princeton, serving as manager of user support, manager of advanced applications, and currently as manager, technology outreach. He has written broadly on a number of topics, some of which have been controversial and do not necessarily represent the policy or technical directions of the Office of Information Technology. The views expressed in the Syllabus article were that of the author and not those of Princeton University nor its Office of Information Technology. While the article might have led some to believe that Princeton University opposes and does not support the open source movement, in fact Princeton is an active participant in open source activities, while continuing to run many university services on vendor-supported commercial software.

Open Source Initiatives:
•    Princeton was a founding member of the Java Applications Special Interest Group (JA-SIG) and participant in the uPortal open source effort to develop portals for higher education.
•    Princeton faculty and staff have contributed to a number of open source projects initiatives, including many cooperative efforts that predated the current open source movement. Collaboration among academic and research professionals has been vital to the development of the current computing environment.
•    Princeton University, along with 24 other major research universities, have contributed to an effort, with funding from the Mellon Foundation and the Open Software Application Foundation, to develop an open source integrated e-mail, calendaring, and personal information manager (PIM) application for higher education.
•    Open source software is widely used at Princeton, including Apache web server software (including the main www.princeton.edu web site), Linux servers for infrastructure services and desktop productivity, sendmail and spam assassin for mail processing, and a number of Beowulf (clustered Linux) servers for high performance computing.

Commercial Software:
•    Most of Princeton’s infrastructure and administrative computing runs on commercial software:
o    Solaris and Windows servers provide most of the main computing services
o    Peoplesoft financial and human resources software running on Oracle database provide the majority of administrative services
o    SunOne Directory and Messaging (e-mail) and Microsoft Active Directory and Exchange provide authentication and electronic mail for the majority of the campus
•    Microsoft Windows and Macintosh operating systems are used on most administrative, student, and faculty computer systems.
•    Solaris Unix and other commercial Unix systems are also in use for academic desktop along side a growing number of Linux systems.
•    Departmental servers run Windows, OS X, Solaris, and other versions of Unix, including with Linux.

Locally Developed Software:
•    A small number of administrative and support systems have been locally developed (e.g., undergraduate admissions application, loans and receivables, and helpdesk trouble-ticket tracking systems).

Buy, Build, or Open Source

Decisions to run open source or commercial software should be based on a number of criteria including availability, features, true costs, mission criticality, and support. It should be remembered that open source may not always be the least expensive, nor will commercial products always provide the best support. When neither vendor nor open source can meet the need, applications may need to be developed locally.

When an organization is making a software decision, it must assess the viability of vendor solutions, momentum of open source options, and potential need to develop locally. None of the alternatives is inherently “better” than the others. Each needs to be assessed relative to the problem to be solved, appropriateness, and relevant internal and external skills available.


Daniel J. Oberst (oberst@princeton.edu)

Director, Enterprise Infrastructure Services
Office of Information Technology
Princeton University

November 14, 2003