Open source software development is a new and exciting vocation that anyone can get involved in. What are the skills you need? What are the rewards? In this article we’ll take a look at how one developer got started, what resources are out there for getting information about open source projects, and tips for finding the best projects for you.
This book is for the person considering a career in open source. There are many reasons why you might be interested in a career that involves building free software, everything from the technical side of the work to whether it will make your resume more interesting. This book aims to answer some of the questions that you may have about what it’s like to work in open source by introducing you to people from several projects, giving you an idea of how they got started and what their day-to-day roles entail. It also explains how open source works for those who are less familiar with its workings and gives some concrete suggestions on getting started.
Understanding how a project works
Not all open source projects operate in the same way. Some allow contributions from anyone. Some require you to work your way up to get contribution privileges. Some have multiple people involved in managing a project. Others have a single person in charge, a so-called benevolent dictator for life.
Contribution guidelines help you understand how to approach your participation in a project. It will explain how to reach out about a contribution, provide templates for communicating bugs and suggesting features, list work that is needed by maintainers, project goals, etc. An amazing example is the Angular contribution guide which lists all kinds of useful information for new contributors like their commit message guidelines, coding rules, submission guidelines, etc. in great detail.
In addition to contribution guidelines, some projects will have a code of conduct. It usually outlines community rules and behavior expectations. It’s meant to help you know how to be a amiable and professional contributor and community member. Angular, for instance, has an awesome code of conduct that lists what they consider unprofessional conduct, their responsibilities to the community, and how to get in contact in case someone violates it.
Big projects may have governance policy and team documents that outline specific roles in the community, teams, sub-committees, contribution workflows, how discussions are conducted, and who gets to commit. These kinds of documents are essential to understanding how the community operates. The about page on angular.io, for example, lists who all the core team members are, their roles, and other contributors. On Github, they also have a docs folder containing policies regarding contribution.
Even after you’ve gone through the documentation, you may still need to ask questions to active members of the community. Despite doing your research, you may still be stumped on a particular aspect of the project. To interact with other contributors, join community communication tools like Slack, IRC etc., sign up for newsletters, and subscribe to their mailing list. Angular uses Gitter as its community communication tool and directs contributors with questions/problems to Stack Overflow, where they can get help using the
angular tag. Connect with community members and develop relationships with them as it will expose you to facets of the project that you may be unaware of.
Having a good grasp of the technical aspects of the project and how it’s organized is essential to making contributions that meet the project’s standards. To understand technical parts of the project, consult the project README, wikis, tutorials, and documentation. Angular, for example, has docs explaining their Github process, building and testing, their coding standards, debugging, PR reviews, etc. Going a step further, look at past feature integrations and bug fixes in merged pull requests which are full of discussions by other contributors and can be a rich source of context. As the project evolves, pay attention to it, frequently follow issues, features, discussions, pull requests, and bug fixes to continually learn how it works. For instance, a contributor can follow this example of an Angular feature request discussion about a form API to better understand how Angular forms work, bundle size management, etc.
An open source project is sort of like a project at any company you might work at; there will be a house coding style, team culture, and workflows for getting things done. The difference is that open source projects can and will have a much different group of people working on them.
Get to know GitHub
GitHub is the most popular platform for open source collaboration, so you’ll probably use it when exploring the world of OSS. First, you need to create a GitHub account and read the guide that helps you get started. On GitHub, you can contribute to projects by submitting issues and contributing code. Submitting issues means sending messages about errors in applications and suggesting ways to fix them. Contributing code involves sending pull requests with your corrections and improvements.
Finding projects to work on
One way to find projects to work on is to look to open source software you use often and like. Is there a tool, package, framework, or a language that you work with regularly and enjoy using? Find out whether it’s an open source project by checking its license and if it accepts contributions and is active. Working on things you already use gives you an edge when contributing because you’re already pretty familiar with how it works and have experience using it. As a bonus, you can address problems that have been bothering you or suggest features that you want in the software. If you are going to contribute code to the project, be sure you can work in the language it’s written in.
If the above approach may not work for you, try using the Github explore page to find projects that are accepting contributions or actively want help. Github suggests projects you may like based on people and repositories you follow, star, and watch. Another way to find projects is to use Github’s search tool by entering beginner-friendly contribution tags like good-first-issue, good-first-bug, beginner-friendly, easy, low-hanging-fruit, first-timers-only, etc. Filter search results to return issues in open states and in the languages you’d like to work in. There are tons of other tools, platforms, and programs where you could find open source projects that I’ll list at the end of this article to help you with your search.
To have a positive contribution experience, try to avoid communities that are hostile to beginners and generally problematic. If for example, when trying to ask legitimate questions after you’ve done your research, you receive dismissive and combative comments or insults, it’s best to stay away. Another sign to be watchful for is a pattern of unprofessional behavior within a community. Some open source software projects have been infamous for this sort of thing. So do your research before contributing.
All skills are welcomed
Even non-programmers can contribute to open source projects! Documentation is needed for all projects, and sometimes this is poorly written and maintained. Thus, you can help by writing, updating or even translating documentation. Also, your design skills might come in handy: every application needs an interface, after all. Finally, you can contribute by managing a community by replying to questions and guiding newcomers.
Picking issues to work on and making contributions
Projects may list the work that needs to be done in task, bug, and issue trackers. For example, Angular uses Github’s project management feature to outline and assign tasks and track their progress. If a project has one, get access to it.
As a rule of thumb, start with the easiest and smallest contributions first that take the least amount of work to build up your confidence and credibility before trying harder contributions. Writing documentation and fixing typos is a good place to begin. Look for issues that are tagged for beginners with the tags mentioned earlier.
After you pick a task you think you can finish, do your research. Read documentation, code, and discussions related to the task to get a better understanding of what to do. If you’re stuck on something even after you’ve researched it, reach out to the community and ask for help, clarification, or mentorship. However, make sure that you discuss issues related to the task publicly so that the rest of the community can benefit from what you learn. For example, discuss an issue publicly on Github versus in a private direct message on Slack. Once you feel like you have enough context on a task and know how to go about it, write some code and submit a PR. Github has a great checklist about what to check for before you contribute to a project so your effort is not wasted.
Submitting your work
After you’ve completed work on your contribution, submit it as per the contribution guidelines. At times, your submission may not get a reply even after a reasonable amount of time has gone by. In such cases, respectfully request a review or get in touch with other contributors for assistance. Post-review changes may be requested. Try to make them as soon as possible so that your contribution is integrated promptly and does not become out-of-date or forgotten. If your contribution is rejected, ask for feedback to understand why. When reviewers ask questions, make comments, or give feedback, be responsive and check on your work for any updates regularly. Treat this like any other work and be professional, courteous, and respectful.
How to Get Started in Open Source is a book written from the perspective of one developer to another. It aims to intellectually engage you, the reader, and help you learn by doing. At the end of each chapter, you will have something that you can point to and say “Look! I’ve made that!”. This will hopefully motivate you to continue on your journey. By the end of this book, my goal is that you have not only learned something new, but felt challenged by it.