2024 Fundraising matcher interview with Patrick Masson
by on December 5, 2024
CC-BY-NA 4.0 Patrick Masson
We're so happy to feature our incredible matchers this year! Thanks to all of them for contributing to our largest match goal yet. Today we're talking with Patrick Masson, Executive Director of the Apereo Foundation.
SFC: Tell us a bit about yourself! Where are you from, what are some of your hobbies? Social media?
Patrick: I am currently the Executive Director of the Apereo Foundation. Apereo was established in 2012 as a non-profit organization and works to support and develop open source software for higher education. The foundation's mission is to assist academia in developing, adopting, and maintaining open source software for teaching, learning, and research. Before Apereo, I was the General Manager of the Open Source Initiative. I have also worked in higher education as a CIO of The State University of New York, Delhi, and CTO at the University of Massachusetts, Office of the President. I started my career as a Scientific Illustrator, moving from pen and ink to computer-generated imaging, thus leading to my later roles in academic computing and free and open-source software.
I live in Albany, New York, moving here from southern California (San Diego and Santa Monica) about 20 years ago. I am on Mastodon at @massonpj@fosstodon.org. I have a Twitter account, but it is dormant and redirects to Mastodon. I'm on LinkedIn but rarely participate. In addition to working at Apereo, I am an adjunct professor at The University at Albany, teaching "Open Source Princinples and Practices" in the College of Computing & Information. I also served on my local school board for four years, 2014-2018. I enjoy playing hockey and biking (slow touring, nothing serious) with my wife, Jamie. We have two sons--and despite all my tutelage and advocacy, one works for Microsoft as a software engineer developing very proprietary video games--Thanksgiving is tough ;-).
SFC: Why do you care about software freedom? How long have you been involved?
Patrick: I first discovered Free Software in the early 90s while working at UCLA. My work focused on medical and scientific visualization. Many of the tools we used from academic and research initiatives were readily shared. The idea of "software freedom" was not well established (or perhaps known to me) then. Rather, universities worked under traditional, collaborative models where peers created cohorts of practice around shared research interests and efforts. The software was just another output of research to be peer-reviewed, edited, built upon, and used by researchers as needed (That sounds like "software freedom"). While we did use software that today carries an OSI Approved License (remember this is before the OSI was founded), including Linux, NCSA HTTPd, some FTP servers, etc., most of the software was community-built, where collaboration, cooperation, and co-creation, were the drivers. No one thought about this beyond the software-specific use cases driving development at an institution or across research efforts. While not labeled as such, the ideals or ethos, practices, and benefits of software freedom took root with me then.
SFC: How do you use free software in your life?
Patrick: I use free and open source software daily and emphasize its use, from my home computing (mobile phone, laptop, and desktops) to professionally at the Apereo Foundation. Working for an organization advocating and supporting free and open source software, I feel it is essential that "we eat our own dogfood." As such, my work computer runs Linux and only FOSS tools/applications, and we strive to deploy FOSS for our business and administrative computing, e.g., Drupal for our website, CiviCRM for our constituent management, BigBlueButton for web conferencing, XWiki for our document management, etc. Truth be told, a few legacy systems are in place, but as opportunities arise to migrate, I expect to do so. How can we convince the institutions we reach out to that FOSS is a viable option if we've not also selected that option?
SFC: On the spectrum on developer to end user, where do you lie? And how do you think we could do better bridging that divide?
Patrick: Like many in our industry, "career advancement" often requires moving away from developer to administrative roles. So, while I am--and always will be--an end user personally and an advocate for free and open source software within the organizations I work with, I do not do any significant development (coding) of software these days. I suppose it could be said that my "development" efforts today are focused on developing organizations that create and maintain free and open-source software and the communities of practice that make it all possible. My efforts (building awareness, fostering adoption, and promoting contributions) include developing an authentic ecosystem beyond software communities were free and open source software--and even the ideals/ethos--can thrive throughout industries and institutoins.
SFC: Tell us about how Apereo is forwarding software freedom and about your role in the org.
Patrick: I joined Apereo just over two years ago. At the time, Apereo primarily served as a fiscal sponsor for open source software developed by academic and research institutions. As free and open source software has become operational on campuses and fundamental to research activities, Apereo is extending its role in supporting educational, administrative, and research computing through software freedom. Many campuses have opportunities through grant funders and consortia initiatives to adopt and even develop their own free and open source software. Campuses, too, rely on open source software created internally or even developed and deployed by trusted third-party service providers. In response, Apereo offers "OSPO as a Service" and "Foundation as a Service." support models where campuses can access Apereo expertise and services to manage their own internal open source software projects locally or outsource their initiatives to the Apereo Foundation. Despite the long history of the practice, especially in higher education where many free and open source projects began, software freedom is still poorly understood by many outside technology fields (i.e., faculty, researchers, administrators). Apereo is working to foster authentic engagement to realize the maximum benefits of software freedom.
Institutions of higher education have an inherent understanding and an appreciation for software freedom as it aligns with and supports academic freedom. Guiding principles include the open exchange of ideas and the pursuit of knowledge. Both prioritize transparency, collaboration, and the freedom to explore, modify, and share work without undue restrictions. In higher education, academic freedom empowers scholars to research and teach freely, fostering innovation and critical thinking. Similarly, software freedom enables developers to study, adapt, and improve code, driving technological progress and accessibility. Together, these principles create an ecosystem that values intellectual curiosity, shared learning, and the democratization of knowledge. Apereo's vision is for an academy where both flourish and mutual support creates a thriving environment for education and technology to grow together.
SFC: What's got you most excited from the past year of our work?
Patrick: FOSSY, FOSSY, FOSSY!!! While there are several activities SFC undertook this year (and has undertaken for many years, hosting several important projects, Outreachy, license protection, general advocacy etc. etc., etc.), organizing and delivering a software freedom-focused conference was for Apereo (and me personally) a highlight. It is not simply because it provides a forum for peer communities of practice to meet after such a dearth of opportunities (due to COVID, OSCON shutting down, etc.), but because the event so well aligns with Apereo's direction and strategy.
For Apereo, the event is a perfect opportunity to work with the free and open source community--projects, foundations, industry, experts, advocates--to introduce the higher education community--institutions, faculty, researchers, administrators--through shared interests and activities. Rarely do these two groups interact, and Apereo--because of FOSSY and SFC--has another touch point to facilitate greater engagement and productivity; we were thrilled to run the FOSS for Education track and are excited to submit a proposal again for the track in 2025. SFC's work to grow and mature the event is phenomenal and inspiring. I am sure FOSSY will continue to grow in size and impact, and Apereo is dedicated to supporting it as best we can through community and contributions.
SFC: What issues happened this past year that you were happy we spoke about?
Patrick: While the history and activities undertaken by SFC related to AI and LLMs extend back to 2020, the recent announcement, "Aspirational Statement on LLM-backed generative AI for Programming," was uniquely prominent for Apereo and higher education. While there are many issues related to AI, two fundamental concerns among institutions of higher education are bias and reproducibility. AI is taking higher ed by storm--if you attended the recent EDUCAUSE Annual Conference, you know what I am talking about. However, real concerns should be evident considering how and where AI "solutions" are being marketed.
A core tenet of research is reproducibility. Research reproducibility suffers significantly when AI models, particularly LLMs, and the datasets used to train them are closed-source or proprietary; transparency, black box algorithms, independent verification/validation, accessibility/equity, etc., are all issues that may impact research and hinder discovery. The same applies to administrative systems where bias, ethical concerns, and a general lack of accountability can impact student and faculty affairs.
I was also delighted to see SFC's response was "aspirational" and delivered in a tone to help and contribute.
SFC: Do you think we are doing a good job reaching a wider audience and do you see us at places you expect?
Patrick: I think SFC--like other organizations working with shared values and a common vision, like Apereo--is in a tough spot. Despite the 30 years of history, many organizations are either unaware or unengaged with free and open source software. Gone are the early days (2004-2012?) where open source was the hot topic, marketing magic, and investors' and industry's funding choice. While the adoption and dependency on FOSS are greater than ever (especially in higher education), actual support and participation by those who most rely on sustainable communities and the projects they produce are declining (disappearing?).
Reaching a wider audience is a real challenge, considering reaching the current audience- which should already be engaging- is so difficult (and frustrating). I honestly believe organizations will come to appreciate the importance of supporting the FOSS core to their business and operations, especially with growing external pressures (e.g., the Cyber Resiliency Act, Software Bill of Materials) combined with new opportunities (e.g., increased funding from granting organizations). While several new organizations are popping up--which, in my opinion, are simply chasing the latest money and buzz--those like SFC, with years of services, credibility with the community, and authenticity in practice, will emerge as fundamental resources and valuable services for organizations that choose to best leverage FOSS for their benefit and the benefit of others.
SFC: Have you been involved with any of our member projects in the past?
Patrick: While most of my involvement has been as an end-user (e.g., I have several scientific illustrations created in Inkscape and published in medical and dental textbooks and journals), I have been most active with the Teaching Open Source project run by Heidi Ellis and Greg Hislop. Considering the project's focus on using open source software and technologies to teach computer science and other disiplines, it's probably obvious why I am involved.
SFC: How do you see our role amongst the various FLOSS organizations?
Patrick: "Supporting the supporters." I rely on SFC as a resource for Apereo's foundational work, which extends Apereo's capacity and capabilities in service to our constituents in higher education. Examples include policy analysis and advocacy, copyleft compliance, the aforementioned "Statement on LLM-backed generative AI," etc. In this sense, SFC serves a similar role to the OSI, where organizations like Apereo, whose focus is "FOSS outward facing," i.e., connecting with end-users, benefit from SFC's "FOSS inward facing," i.e., connecting with FOSS organizations on broader issues impacting their constituent communities.
SFC: Do you think we do a good job standing up to the organizations with more corporate funding?
Patrick: Times are tough for FOSS foundations, and funding from all sources should be pursued. I think SFC does a good job with corporate sponsorship- everyone knows what SFC is all about, and SFC has stayed true to its mission and is authentic in its practices. I do not feel SFC has compromised its credibility or shied away from issues based on corporate support.
SFC: What other organizations are you supporting this year?
Patrick: I am committed to supporting the FOSS projects and foundations I use (rely on) personally or professionally. I consider this no different than those who pay annually for proprietary software. Both models need funding to develop software, but FOSS is a better deal for the consumer: lower TCO, funds that support development--not profits, the ability to help shape the project (features and functions), etc. It is simply a better/smarter business decision for organizations (and individuals) to pay for FOSS than proprietary software.
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