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Hoe duurzame software leidt tot duurzame hardware

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Authors

The text of this version of the handbook was written and compiled from various sources by Joseph P. De Veaugh-Geiss. Annie Musgrove edited the text according to KDE Eco editorial guidelines. Anita Sengupta and Arwin Neil Baichoo made the book and website design beautiful.

Acknowledgments

A general thank you to the many contributors to the KDE Eco initiative, the Opt Green project, and End Of 10 campaign. An incomplete list (in alphabetical order): Aaron Wey, Albert Astals Cid, Bernard Sadaka, Bettina Louis, Carl Schwan, Carolina Silva Rodé, Christopher Waldon, Finnjan Hofmann, Geoffrey Teale, Harald Reingruber, Jannick Kremer, the KDE development community, the KDE translation teams, Lydia Pintscher, Nico Düsing, Nicole Teale, Øjvind Fritjof Arnfred, Susanne Rabler, Tobias Bernard, and, last but not least, the countless people around the world helping new users with Free & Open Source Software. You are all an inspiration.

People interested in contributing to KDE Eco are encouraged to join the Matrix room. Contributors are also invited to join one of the KDE Eco sprints and in-person or online meetups. Learn more at our website.

The Opt Green project has benefited from many informative discussions that took place at the following conferences, workshops, meetups, and festivals: Akademy, Anstiftung, Chaos Communication Congress, ecoCompute, FOSDEM, FOSS Meetup Delhi, Jahrestagung der Gesellschaft für Informatik, KDE India Conference, Linux App Summit, Lucknow FOSS, Repair Cafe Workshops in Hannover, Nürnberg, and Dessau, SFSCon, Umweltfestival, and Weltveränderer. Thank you!

Geen generatieve AI of LLM's

No Generative AI or LLMs were used at any stage in the preparation or writing of this handbook, despite what the frequent use of em-dashes might otherwise suggest.

Een toelichting op de bronnen

Some text in Parts I & II have been adapted from the KDE Eco handbook "Applying The Blue Angel Criteria To Free Software", released under a Creative Commons Attribution-ShareAlike 4.0 International (CC-BY-SA-4.0) license.

Part III benefited from the following texts by the Linux User Group Villingen-Schwenningen and Repair-Café Hilpoltstein:

Wikipedia provided references to several texts included here. Thank you to the commons community for making such excellent resources available for all of us.

License

Unless indicated otherwise, all contents released under the Creative Commons Attribution-ShareAlike 4.0 International (CC-BY-SA-4.0) license. For more information about documentation licensing at KDE, see KDE's licensing policy.

Introductie: Waar gaat dit over?

Dit handboek geeft een kort overzicht van de milieuschade veroorzaakt door software en hoe vrije en open source software (FOSS) een oplossing biedt.

At this point, you might wonder: What does sustainability have to do with software? How can something so seemingly immaterial as software have an environmental footprint? Simply put, computers and other devices end up in landfills because software developments render them obsolete—even if in some case such developments are not necessary.

In this book, we'll take a closer look at the ways software, and the hardware that runs it, is contributing to the climate crisis, and what you can do about it in your community, today! The book is divided into three main parts:

  • Deel I: De milieu-impact van software
  • Deel II: Digitale duurzaamheid
  • Part III: Upgrading Devices With FOSS

While Part I explores the why and Part II the what, Part III discusses the how by exploring what you need to consider when helping others upgrade their hardware with Free & Open Source Software. This way, you and others can use devices until the end of the hardware operating life, rather than discard functioning computers when software support ends. Part III is not a step-by-step technical guidebook, but rather an outline for what we think is helpful to get started, with pointers on how to find resources for more information.

The target audience for Parts I & II is anyone who cares about the environment and the role software plays in digital sustainability. Part III is more specific and more practical. The target audience for this section are those who want to help prevent e-waste and "repair" unsupported computers by upgrading them with FOSS. This includes volunteers in Repair Cafes, environmental organizations, and other repair initiatives, as well as those helping out at End of 10 and Digital Independence Day events, Linux Install Parties, CryptoParties, and so on.

Let's get started!

Deel I: De milieu-impact van software

Before we dive into the environmental impact of software, consider how you would complete this sentence:

Het meest milieuvriendelijke apparaat is …

Think about it for a minute.

Now keep your answer in mind—we'll come back to it shortly.

Digital technology has revolutionized how we live, and it is often praised for bringing not only convenience but also efficiency to our daily lives. Companies have leveraged digitization for the efficient distribution of all sorts of consumer goods and the dematerialization of everyday products. Printed concert or travel tickets are no longer necessary, as they can be downloaded and presented on one's phone. Photographs are not collected in over-stuffed shoeboxes, but on a tablet or computer. Thousands of films and TV series are streamed on laptops, making movie collections a thing of the past. In many cases, one device, a smartphone, is used for all of the above—and much, much more. Those physical objects were once a major part of our daily lives, but today, they are simply no longer necessary, as they now exist almost solely in digital form on our devices.

For all the ways that digitization has made our lives more convenient and more efficient, it may seem like these technological developments are also less material and less wasteful. But are they really?

Short answer, no. The internet and the computers we use to connect to it require physical infrastructure. This includes the extraction of materials for manufacturing, the factories that produce the devices, and the continent-spanning networks that enable global communication. All of this requires energy and resources. A lot of energy and resources. Plus, hardware that is considered obsolete either ends up in disposal centers for end-of-life treatment, or as landfill waste that is toxic to both people and the environment. Then, new devices are produced and transported to replace them. But, are those "old" devices really obsolete when they still work? What exactly has turned them into e-waste? In many cases, it is the software that determines the operating life of digital infrastructure. Not only that, software determines a device's energy and resource consumption while you're still using it.

Een jonge man is afgebeeld die elektrische draden verbrandt om koper te herwinnen uit e-afval in Agbogbloshie, Ghana, op het moment dat een andere metaalafvalverwerker arriveert met meer te verbranden draden. (Afbeelding door Muntaka Chasant, gepubliceerd onder een CC-BY-SA-4.0 licentie.)
Figure : Een jonge man is afgebeeld die elektrische draden verbrandt om koper te herwinnen uit e-afval in Agbogbloshie, Ghana, op het moment dat een andere metaalafvalverwerker arriveert met meer te verbranden draden. (Afbeelding door Muntaka Chasant, gepubliceerd onder een CC-BY-SA-4.0 licentie.)

This handbook will take a closer look at some of the ways digital technology is contributing to environmental harm and the climate crisis. To be clear, this handbook is not anti-technology. Undoubtedly, digitization has improved life in countless ways for vast numbers of people. But the ecological impacts of digital technology require us to think more deeply about the ways we use it and how we might use it more sustainably. The good news is that through our choices in software, users can have an immediate and significant influence on many of the issues discussed throughout this handbook.

In order to address a problem effectively, however, we must first understand the problem. So let's explore what is meant by the digital environmental footprint and how the software we use everyday is involved.

Materiële voetafdruk van digitale technologie

Digital technology is often (and erroneously) associated with being immaterial. But there is a very real, very material aspect to digitization, encompassing not only our physical devices such as smartphones and laptops, but also the processing plants for mined metals necessary to make them run, container ships that transport mass-produced hardware, and cables and data centers which connect them to global networks.

We use more digital devices than ever before. The number of internet-connected devices, including laptops and smartphones, but also smart TVs, home assistants, and other Internet of Things (IoT) devices, is growing. Globally, smartphone adoption has increased rapidly, as well as the demands on resources needed to manufacture new and increasingly-powerful devices. The production of these devices, including mining for the rare earth metals necessary to make them work, and their transporation, use, and eventual disposal all have an environmental impact.

Two charts comparing (left) the greenhouse gas emissions of the aviation industry in blue with the ICT sector in green, and (right) projected estimates for emissions from the ICT sector by 2050 if nothing changes. Data is from ACM's 2021 Technology Policy Council report. (Image from KDE published under a CC-BY-SA-4.0 license. Airplane icon by Simon Child and IT icon by Sari Braga licensed under a CC-BY license. Design by Lana Lutz.)
Figure : Two charts comparing (left) the greenhouse gas emissions of the aviation industry in blue with the ICT sector in green, and (right) projected estimates for emissions from the ICT sector by 2050 if nothing changes. Data is from ACM's 2021 Technology Policy Council report. (Image from KDE published under a CC-BY-SA-4.0 license. Airplane icon by Simon Child and IT icon by Sari Braga licensed under a CC-BY license. Design by Lana Lutz.)

In fact, the environmental impact of the industry as a whole, in particular in terms of CO2 emissions, is currently on par with the aviation industry. The Association of Computing Machinery (ACM), the oldest scientific and educational computing society in the world, released a Technology Policy Council report in 2021 entitled "Computing And Climate Change". The report's estimates are staggering. The Information and Communication Technology (ICT) sector is estimated to contribute between 1.8–3.9% of global carbon emissions annually. The global aviation industry is 2.5%. The ACM report warns that if nothing is changed, ICT's carbon emissions will rise to more than 30% of all emissions globally by 2050. In their conclusions, the authors acknowledge an inherent contradiction of digitization: digital technology "can help mitigate climate change", but it "must first cease contributing to it".

To estimate digital technology's contributions to environmental harm, it is necessary to account for its entire lifecycle. This includes the costs of producing and transporting digital devices (to and from the shop, as well as to the landfill), the costs of using them, and the costs of remediating environmental harm caused by e-waste. This is especially true when considering the aggregate carbon footprint of our digital technologies, since in some cases merely the production of a device contributes more greenhouse gas emissions than the device's usage over its entire operating life! Hold that thought for a minute, as our exploration of a device's lifecycle will actually begin with its end, when it becomes e-waste. Once we have taken a tour of the landfills and scrapyards, we will explore the environmental impact of hardware production and device use.

Image of "WEEE Man" statue, which is made from 3.3 metric tons of electrical waste, the average amount of e-waste that one UK individual generates in a lifetime. (Photograph by James T.M. Towill and published under a CC-BY-SA-2.0 license.)
Figure : Image of "WEEE Man" statue, which is made from 3.3 metric tons of electrical waste, the average amount of e-waste that one UK individual generates in a lifetime. (Photograph by James T.M. Towill and published under a CC-BY-SA-2.0 license.)

A "Tsunami Of E-Waste"

At seven meter's tall, the "WEEE Man" is a giant. Taking its name from the 2003 Waste Electrical and Electronic Equipment (WEEE) directive, which sets collection, recycling, and recovery targets for e-waste in the EU,1 the statue is made from 3.3 metric tons of electrical waste. This is the average amount of e-waste that one UK individual generates in a lifetime.

In 2015, as e-waste was on its way to becoming the "fastest-growing waste stream in the world ", then Executive Director of the UN Environment Programme Achim Steiner warned of a "tsunami of e-waste rolling out over the world". The numbers are overwhelming. In 2022, an estimated 62 billion kilograms of e-waste was generated globally, almost double what it was in 2010, according to a report from the UN Institute for Training and Research (UNITAR) and International Telecommunication Union (ITU). To put that number in perspective, 62 billion kilograms would fill 1.55 million 40-tonne trucks that wrap bumper-to-bumper around the earth's equator. That is 40,075 kilometers of e-waste. In one year!

In 2022 werd 62 miljard kg elektronisch afval gegenereerd. Dit is gelijk aan 1,55 miljoen vrachtwagens die helemaal rond de evenaar van de aarde zouden lopen. De hoeveelheid neemt elk jaar toe. (Afbeelding van KDE, gepubliceerd onder een CC-BY-SA-4.0 licentie. Ontwerp door Anita Sengupta.)
Figure : In 2022 werd 62 miljard kg elektronisch afval gegenereerd. Dit is gelijk aan 1,55 miljoen vrachtwagens die helemaal rond de evenaar van de aarde zouden lopen. De hoeveelheid neemt elk jaar toe. (Afbeelding van KDE, gepubliceerd onder een CC-BY-SA-4.0 licentie. Ontwerp door Anita Sengupta.)

The numbers continue to rise. According to the same report, the amount of e-waste is rising by about 2.3 billion kilogams each year—and we are on track to generate 82 billion kilograms by the year 2030. Worse, less than 20 percent of e-waste is collected and recycled. Although it makes up only 2% of trash in landfills, it contributes to almost 70% of the toxic waste found there. The WEEE Forum warns: "Currently, the amount of e-waste is growing five times faster than formal recycling collection rates since 2010". In 2024, about 18% of e-waste comes from personal computers, printers, mobile phones, routers, GPS devices, and telephones as well as screens and monitors. The rest includes video cameras, toys, microwave ovens, e-cigarettes (together referred to as "small equipment"); washing machines, dishwashers, large printers, photocopiers (together referred to as "large equipment"); photovoltaic panels, among others.

Of all these devices, computer technology e-waste is particularly bad. Electronic scrap components like CPUs contain potentially harmful materials such as lead, cadmium, beryllium, or brominated flame retardants. As a result, its end-of-life treatment can involve significant risk to the health of workers and their communities. Moreover, scavengers risk their health for the discarded precious metals in laptops and smartphones "laced with lead, mercury or other toxic substances". The process of dismantling and disposing of e-waste has already led to a number of environmental impacts in developing countries. Liquid and atmospheric emissions end up in bodies of water, groundwater, soil, and air—and therefore, also in land and sea animals, in crops eaten by both animals and humans, and in drinking water.

This handbook concerns itself primarily with desktop computers and laptops, but the issues addressed here relate to any device requiring software to work. Increasingly, this includes, well, pretty much anything. As public-interest technologist Bruce Schneier writes: "We no longer have things with computers embedded in them. We have computers with things attached to them." Schneier continues (emphasis added):

Your modern refrigerator is a computer that keeps things cold. Your oven, similarly, is a computer that makes things hot. An ATM is a computer with money inside. Your car is no longer a mechanical device with some computers inside; it’s a computer with four wheels and an engine. Actually, it’s a distributed system of over 100 computers with four wheels and an engine. And, of course, your phones became full-power general-purpose computers in 2007, when the iPhone was introduced.

We wear computers: fitness trackers and computer-enabled medical devices—and, of course, we carry our smartphones everywhere. Our homes have smart thermostats, smart appliances, smart door locks, even smart light bulbs. […] Cities are starting to embed smart sensors in roads, streetlights, and sidewalk squares, also smart energy grids and smart transportation networks. A nuclear power plant is really just a computer that produces electricity, and—like everything else we’ve just listed—it's on the internet.

All of these computerized devices are on the internet, many are collecting data about you—and, crucially, they all need software to work.

Embodied Harm—Before A Device Is Ever Used

Now let's assess the start of the lifecycle, when the device is produced. When a functioning device goes in the landfill, all of energy costs and embodied emissions go with it. What are embodied emissions and how do these differ from usage emissions? Embodied emissions refer to the the carbon footprint needed to produce and transport the device well before it was ever in a user's hands. By contrast, usage emissions are the CO2 emissions, you guessed it, when actually using the device. In most cases, carbon emissions from production are grossly disproportionate to usage.

A comparison of carbon emission proportions across three devices. The assumed product lifetime is 4 years for the laptop and desktop, and 6 years for the monitor. Data sources are Dell Product Carbon Footprint (PCF) documents for an example laptop, desktop, and monitor (modified image from Scott Logic published under a CC-BY-SA-4.0 license).
Figure : A comparison of carbon emission proportions across three devices. The assumed product lifetime is 4 years for the laptop and desktop, and 6 years for the monitor. Data sources are Dell Product Carbon Footprint (PCF) documents for an example laptop, desktop, and monitor (modified image from Scott Logic published under a CC-BY-SA-4.0 license).
{#fig:co2prop width=400px height=262px}

Embodied carbon is critical when considering the carbon footprint of our devices. Consider three common end user devices: laptops, desktops, and monitors. When comparing usage vs. embodied carbon emissions (Figure 5), production alone accounts for 50-80% of the total emissions over these devices' entire operating life. In fact, a 2012 report published by the German Environment Agency estimates that, on environmental grounds, one would need to use a laptop for decades before any efficiency gains in newly-produced devices would warrant their purchase. The report states (emphasis added):

[T]he environmental impacts of the production phase of a notebook are so high, that they cannot be compensated in realistic time-periods by energy efficiency gains in the use phase. In case of a 10% increase in the energy efficiency of a new notebook as compared to the older one, replacement of the older notebook can only be justified after 33 to 89 years, if environmental concerns are considered.

In light of the e-waste problem and the embodied carbon of end user devices, let us return to that sentence which introduced this section. How did you finish this statement: "The most environmentally-friendly device is …"?

Ons antwoord: Het meest milieuvriendelijke apparaat is diegene die u al bezit!

Image from KDE Eco leaflet (modified) published under a CC-BY-SA-4.0 license.
Figure : Image from KDE Eco leaflet (modified) published under a CC-BY-SA-4.0 license.

Now let us consider how software increases the demands on hardware as well as why we often discard devices which still work in order to buy new ones. To do so, we must look to the software.

Hardware, maak kennis met software

Let us now turn to the middle of a device's lifecycle, that is, the years you use your computer.

Software engineering has an important but often unseen role in defining our digital consumption patterns. There are often economic—and not technological—reasons driving it. In fact, manufacturers often encourage consumers to purchase new devices unnecessarily; indeed, they may even enforce it through software design. The newest, hottest release that users are encouraged to buy—often with new computationally-expensive features like generative AI accompanied by increased data-mining and integrated advertisements—may send less-powerful yet functioning devices directly to the bin. Users can do little about it when software licensing prohibits user modifications. As the Blue Angel award critera for eco-certifying software puts it: "[…] the key to increasing energy efficiency and protecting natural resources lies not with the hardware but rather above all with the software".

To understand a device's energy consumption and how software is involved, this section will explore three aspects:

  1. Demands — Software determines energy consumption and minimum system requirements.
  2. Dependencies — Software can hardcode dependencies on external services and companies.
  3. Longevity — Software is responsible for how long devices remain (safely) in use.

Hardware-eisen

Software consumes energy. Unwanted software components create inefficiencies and drive up hardware demands by occupying memory, wasting processing time, consuming storage, and causing delays at system startup and shutdown. Worse still, feature creep and other forms of software bloat increase energy consumption and make less-powerful hardware unusable (in Part II we will look more closely at examples of inefficient software code). Consider this, again from the Blue Angel award critera "Resource and Energy-Efficient Software Products":

Processing power has doubled about every two years since 1970. This means that functions are processed twice as fast and thus less energy is required for the same functions. A similar improvement in efficiency cannot be observed in the field of software. […] The availability of more and more powerful hardware has resulted in software becoming more and more bloated from version to version so that more resources are required for only minimal or even no enhancement of the functionality.

What is more, data mining, advertising, third-party tracking, and personalized engagement-maximizing algorithms all drive up energy consumption in the software we run, both on a user's device and in the cloud. In a 2021 report entitled "Carbon footprint of unwanted data-use by smartphones: An analysis for the EU", researchers in the EU estimated the environmental costs of tracking and advertisements which users cannot opt out of. The carbon footprint of this "unwanted data use" in smartphones amounts to between 3 and 8 million tonnes of CO2 a year in the EU alone, "equal to the carbon footprint of between 370 and 950 thousand EU citizens". At its worst, this is roughly the annual carbon footprint of a city in the European Union like Turin or Lisbon. The report points out that about 60% of European smartphone users say they would opt out of tracking and block advertisements when possible. That's an awful lot of CO2 for something most users don't even want!

Meanwhile, systems bundled with Large Language Models and other forms of generative AI drive up not only hardware demands and energy consumption, locally and remotely, but also water consumption. For the time being, opting out of integrated generative AI functionality may be possible, but it is not easy—and disabling these tools may not be possible in the future. On the backend, training and deploying generative AI models requires a staggering amount of electricity. This is straining the power grid and raising electricity bills in areas near the data centers, while requiring new power sources and reopening retired ones to run them. A query using ChatGPT is estimated to require five times the energy of a web search, and water consumption by Google's and Microsoft's data centers have increased about 20-35%, attributed to generative AI workloads. Bundling generative AI with software, such as with Microsoft's Copilot+ and Apple Intelligence, requires significantly higher minimum hardware requirements, which has already rendered lower-end consumer devices obsolete.

External Dependencies

Network dependencies can play a critical role in hardware longevity. Underlying infrastructure which people may depend on to run an application—such as software license servers used for access control, or server-dependent functionalities—can go offline, sometimes permanently, and result in devices having reduced functionality, even for primary features. Moreover, as you might expect by now, such dependencies require extra processing and thus consume resources and energy, often beyond that which is needed for the intended purpose of the software.

As Ars Technica reports regarding software-defined automobiles that rely on "centralized servers, subscriptions, and proprietary software":

The lesson is clear: In today’s cars, the engine or electric motor isn’t always what keeps you moving—the software does. When that software vanishes with a bankrupt company, your car can go from daily driver to expensive paperweight overnight. And in the age of software-defined vehicles, owning a car increasingly means betting on the survival of its code. When that code dies, the driveway or highway—not the repair shop—becomes the final stop.

Device Longevity

All of this additional processing to run bloated software or have integrated generative AI tools in user applications (whether you want it or not), to send your data to unknown servers for processing or serve you up ads on your device, is not only driving up hardware demands, but it is also running down the device. As the online computing publication XDA states: "CPUs subjected to constant heavy workloads, overclocking, and high operating temperatures are almost certainly going to degrade faster." All of these "features" coded in the software may well be overworking and heating up your device, while wearing it down more quickly. The question is: Did you even want that extra "functionality"? And can you remove it if you wanted to?

There is another common way that software can render a device obsolete. Software end-of-life and abandonware, in particular when released under a proprietary license, can at worst mean your device stops working, or at best (!) leave users vulnerable to viruses and other malware. It is not just new features that are discontinued when software development stops; more importantly, it is the security updates. These updates are critical for your computer and for the devices they connect to. All software needs to receive updates to keep your data safe and secure. More on this in the next part of this handbook.

In Part I, we have explored the environmental harm of digitization and identified several ways software can render a functioning device obsolete. In Part II, we will look at the role Free & Open Source Software plays in extending hardware's operating life and providing continued device support. But first, let's ask ourselves: Is focusing on software really worth it?

Is Focusing On Software Worth It?

In the bigger picture, the environmental harm driven by software may be less significant when compared to other industries. Therefore it seems reasonable to ask: Is it worth addressing?

There are a few things we might consider here. The first is a rejection of the "Not As Bad As" fallacy, also known as "Appeal to Worse Problems". The general argument is so: software's contributions to global CO2 emissions may not be as bad as another industry's, and therefore it is not worth focusing on. What's wrong with this argument is that although another industry may be worse, this does not negate the fact that software engineering is responsible for causing serious environmental harm. What's more, the "Not As Bad As" fallacy suggests a false choice between addressing either one problem or the other, when in fact ecologically-friendly software design is just one piece of a bigger puzzle.

XKCD comic "2368: Bigger Problem" (published under a CC-BY-NC-2.5 license).
Figure : XKCD comic "2368: Bigger Problem" (published under a CC-BY-NC-2.5 license).

Let's not be like XKCD's White Hat, and appeal to worse problems as an excuse to do nothing!

Second, focusing only on fixing the "biggest problem" is not necessarily the most effective strategy. It's also important to weigh the likelihood of success when addressing an issue, as well as the time and resources required to do so. Free & Open Source Software, with its focus on user autonomy and transparency, provides unique opportunities for users, communities, and organizations to directly address intertwined social and ecological issues. The software licenses allow the software to be adapted, updated, and maintained without vendor dependencies or artifical restrictions, often at lower cost.

Finally, it's hopefully clear by now that software does significantly contribute to energy and resource consumption as well as waste, and these contributions will just get worse unless we make real changes.

Changing our software and using our hardware more sustainably may seem like a small gesture in addressing an issue as complex as climate change. It's also clear that simply changing our individual consumption patterns may not be sufficient on its own. It's true: a zero-emissions future will require fundamental shifts in both how we live and how industries operate, and that responsibility cannot be managed at an individual level. But consider what anthropologist Margaret Mead once observed:

"Never doubt that a small group of thoughtful, committed citizens can change the world; indeed, it’s the only thing that ever has."

Structural change happens when dedicated, passionate people organize to confront pressing societal issues. With decades of experience successfully bringing global communities together to work toward common goals, Free & Open Source Software can be a powerful force for combatting the environmental impact of digitization. We know how to organize—now, it's a matter of turning plans into practice, goals into reality. Let's unite to combat software-driven environmental harm. Let's foster a culture of digital sustainability in our communities and beyond.

Deel II: Digitale duurzaamheid

What does the environmental impact of software have to do with Free & Open Source Software? Before we explore this topic in detail, let's first take a look at what FOSS is exactly, and how it differs from its counterpart, proprietary software.

Wat is vrije en open-source software (FOSS)?

Free & Open Source Software, often referred to by its acronym FOSS, is software available under a license that guarantees users certain rights. These rights are sometimes referred to as the four essential freedoms, that is, the freedom to use, study, share, and improve the software. These freedoms are at the core of FOSS—the word "Free" in Free & Open Source Software has nothing to do with price, but rather the freedoms that come with the software license. We are talking about the meaning of "free" as in the phrase "free society"!

Screenshot illustrating the four essential freedoms to use, study, share, and improve software. Image from video "What is Free Software (Open Source)? Software freedom explained in less than three minutes!" from the FSFE.
Figure : Screenshot illustrating the four essential freedoms to use, study, share, and improve software. Image from video "What is Free Software (Open Source)? Software freedom explained in less than three minutes!" from the FSFE.

What do each of these rights mean, exactly? The Free Software Foundation Europe (FSFE) explains:

  • Use: FOSS "can be used for any purpose and is free of restrictions such as licence expiry or geographic limitations."
  • Study: FOSS "and its code can be studied by anyone, without non‐disclosure agreements or similar restrictions."
  • Share: FOSS "can be shared and copied at virtually no cost."
  • Improve: FOSS "can be modified by anyone, and these improvements can be shared publicly."

The video "What is Free Software (Open Source)?" from the FSFE provides a short introduction to the topic of FOSS and its importance for society. Check it out if you want more information about the connection between software and freedom.

A whole section about software licenses?! How boring! Well, it may sound dry and technical, but it is actually quite exciting. Really. And we hope you agree by the end! When we talk about software licensing, we are really talking about our rights and ability to participate in a digital society. Digital technology underpins just about every aspect of modern life: our homes, schools, universities, governments, industries, non-profits, hospitals, and so on. Today, they all rely on digital technology. And all of this technology requires software.

Since this software is shaping our lives and communities, shouldn't we have a say in how it works? KDE, the Free & Open Source Software community which stands behind the KDE Eco initiative, has the following vision. It sums up nicely the kind of world FOSS and its supporters are working toward.

"A world in which everyone has control over their digital life and enjoys freedom and privacy."

KDE Eco would only add: "… enjoys freedom, privacy, and a more sustainable use of digital technology"!

In this text we use the term Free & Open Source Software, but the reader may also come across the terms Free Software, Open Source Software, and Free/Libre Open Source Software. For our purposes, they are all referring to the same thing: the rights guaranteed by the software licensing. And these rights are directly linked to the accessibility of software's source code.

What Is Source Code?

FOSS's opposite is "proprietary software". Proprietary software is licensed to give users no agency over the code behind the software they use. In fact, proprietary software is typically distributed with undisclosed source code.

Wait a minute, what is source code, you wonder?

Actually, what is software for that matter?

At its most basic, software is a recipe for the computer. Programmers write the recipes in "source code", which is, simply put, a human-readable set of instructions for the computer. And just as a recipe is written in one or another human language, source code is written in a programming language. With access to the source code, anyone can understand and review the recipe—even you! In fact, try it yourself: Can you guess what the source code below does?2

int main(){
    printf(''Hello World!'')
    return 0
}

You probably guessed correctly: it prints the phrase "Hello World!" on the screen. Even if you know nothing about the programming language (a language called C), the code is transparent and legible. Perhaps you can already do something with it, modify or improve it in some way, even as a non-progammer. For example, if you speak a different language you could translate the text printed on the screen, or you could make it say something else entirely.

This source code, this recipe, is great for humans, but it is actually not so great for computers. A computer requires the recipe to be encoded in something more computer-like, that is, 1s and 0s, or binary code. This conversion from source code to binary code is the job of a compiler—compilers turn human-readable source code into computer-friendly binary code. Huzzah! Consider that same easy-to-read code snippet above, but now in binary form:

1100011110111010100101001001001010101110
0110101010011000001111001011010101111101
0100111111111110010110110000000010100100
0100100001100101011011000110110001101111
0010000001010111011011110111001001101100
0110010000100001010000100110111101101111

Can you read this code? Can you do anything with it? Modify it in some meaningful way? Fret not, no human can! Proprietary software is typically distributed in binary code, just a bunch of 1s and 0s, while the source code remains a secret, hidden behind proprietary licenses. All those things you could do when you had access to the recipe—understand what the source code does, perhaps even change or improve it—remain entirely out of reach3 when all you have is the baked cake. You cannot know how the cake was made and with which ingredients, and you certainly cannot modify it.

In short, whoever controls the recipe will decide the cake we eat.

If only we were just talking about recipes for cake! In fact, what we are talking about is the code shaping every aspect of life in the digital age, from work to socializing, from health care to dating, from neighborhood book clubs to academic research. And everything else we do with our computers and smartphones all the time.

In contrast to proprietary software, FOSS ensures the rights of users to access source code and do things with the software independently from the people or company who wrote it. So, in a world where digital technology sits quietly (and sometimes not so quietly) behind most aspects of daily life, access to source code and the ability to modify it are ultimately about the rights we have as a people and society.

What we are talking about is control and freedom—and it has big implications for us and for the environment. That is very exciting, isn't it?!

There are many misconceptions of FOSS which we address in an appendix at the end of this chapter, continuing with the analogy to recipes. If you're wondering whether anyone, perhaps even bad actors, can modify the source code, or whether making the source code transparent makes it less secure, and other such questions, you can jump to the end of this section to get some answers!

FOSS Is Better For The Environment

Improving Code—By Users & For Users

With FOSS, the source code can be modified to ensure that the software is not doing things unnecessarily, thus reducing the hardware demands, saving shared resources, and ensuring the hardware's longevity. Consider the results from a study published by the German Environment Agency and a related article in the journal Future Generation Computer Systems. The researchers report that two applications doing the same thing and achieving the same result may put different demands on the hardware and have drastically different energy profiles.

The study included a comparison of two word processing programs: Word Processor 1 is identified as "Open Source", while Word Processor 2 is identified as "Proprietary". Both computer programs were instructed to perform the same actions. The result is seen in Figure 9. Running Word Processor 2 consumed four times the energy compared to Word Processor 1—again, and this cannot be stressed enough, to do the same task!

Plot comparing two word processors during execution of a Standard Usage Scenario script. Word Processor 1 is an Open Source program. This word processor consumed four times less energy than Word Processor 2, a proprietary program. (Image from KDE published under a CC-BY-SA-4.0 license. The image is adapted from the German Environment Agency report.)
Figure : Plot comparing two word processors during execution of a Standard Usage Scenario script. Word Processor 1 is an Open Source program. This word processor consumed four times less energy than Word Processor 2, a proprietary program. (Image from KDE published under a CC-BY-SA-4.0 license. The image is adapted from the German Environment Agency report.)

Looking at the two word processors' power use over time, it's also clear how the two programs behave quite differently … and perhaps contrary to what you might expect. Consider the plot in Figure 10. At about the 440-second mark, both word processors save the document and no further actions are called by the measurement script. As you can see, Open Source Word Processor 1 goes idle (as one might expect). By contrast, Proprietary Word Processor 2 continues working, consuming additional power until the completion of the measurement. It's worth asking what the additional activities from 440 to 600 seconds are for: Are the actions of Word Processor 2 necessary for the functionality of the software? Is the proprietary word processor collecting and transmitting user data? If so, do users have a way to opt out of these types of analytics? Well, that depends on the software design.

Plot comparing two word processors over time when running the Standard Usage Scenario script. The Open Source Word Processor 1 (top) goes into an idle state when not doing anything, seen most clearly after the document is saved at roughly the 440-second mark and no other actions are called by the script. By comparison, the Proprietary Word Processor 2 (bottom) rarely goes idle, even after saving the document and no other actions are called. (Screenshot from Kern et al. 2018 article published under CC-BY-NC-ND license; screenshot published here with permission.)
Figure : Plot comparing two word processors over time when running the Standard Usage Scenario script. The Open Source Word Processor 1 (top) goes into an idle state when not doing anything, seen most clearly after the document is saved at roughly the 440-second mark and no other actions are called by the script. By comparison, the Proprietary Word Processor 2 (bottom) rarely goes idle, even after saving the document and no other actions are called. (Screenshot from Kern et al. 2018 article published under CC-BY-NC-ND license; screenshot published here with permission.)

In these cases, user autonomy can make a big difference in the energy profile of a software product. Proprietary software may provide some autonomy by offering users pre-defined choices, but these are just choices the vendor has decided to give, and they can be taken back at any time. By contrast, FOSS gives users access to the source code and the rights to modify it. This is real autonomy. In this way, software can be made to run in the way the users, not the companies, want. To be clear, simply releasing software under a FOSS license comes with no guarantee of higher code efficiency. Proprietary code can be very efficient. However, FOSS has a real advantage in that inefficiencies can be found and improved by anyone—that is simply impossible with proprietary software.

Do changes in code efficiency really matter? At scale, they most certainly do! Given that applications such as word processors run in just about every modern home and office, minimal improvements in software efficiency can, at scale, result in savings comparable to the annual energy consumption of entire cities. This claim is based on an example by SAP Product Engineer Detlef Thoms, who does back-of-the-envelope calculations (04:20–06:10) to go from a one CPU-second reduction, equivalent to about a 10 watt-second savings, to 95 thousand megawatt hour savings simply by scaling up. These savings are comparable to the annual energy consumption of over 30-thousand two-person households. As stated in the video: "Often, it is a quite manageable set of decisions which lead to significant differences in power consumption"—which is to say, small changes will yield big results.

Just one example has been discussed here, but the same logic applies to other examples of software's hardware demands, external dependencies, and device longevity presented in Part I. Software will determine what's required from our hardware to run applications and operating systems. When access to the source code is restricted, users have only apparent agency over the software. Through transparency and user autonomy, FOSS gives users real control, and that makes it possible to have a more sustainable use of resources. We now turn to what this means specifically for hardware longevity.

FOSS Isn't Made For Only The Latest And Greatest

FOSS helps keep older models of hardware in action, operating long past the point that proprietary software might have made them obsolete. Let's discuss how FOSS enables longer device lifecycles and what lightweight, independent software means for sustainable hardware use.

First, software determines not only how much energy hardware needs, it also determines how powerful hardware must be to run the software. Consider the following two tables comparing the minimum system requirements for RAM, processor, and storage of Microsoft Windows 11, macOS 14 "Sonoma", and the base operating systems (OS) for a handful of Free & Open Source Software distributions. All systems in the table receive security updates as of early 2026, with Sonoma being the oldest version of macOS that is still supported by Apple.

Bedrijfseigen besturingssysteemRAMProcessorStorage
Windows 114 GBcertain 64 bit processors64 GB
+ Copilot genAI16 GB+ NPU256 GB
macOS 148 GB64 bit25 GB

The proprietary operating systems have generally higher minimum system requirements and no low-end hardware support. By contrast, when considering the FOSS-based systems below, one can see they generally have lower system requirements. Why is that? Windows and macOS operating systems come with many system services as well as applications built into them, and it is certain that telemetry is enabled by default. Today these systems increasingly come bundled with generative AI tools and in some cases even ads. What's more, by design the software is intended to run on newer hardware and thus will require higher computational power. With such powerful hardware, issues of software bloat will be less relevant.

FOSS-based OSRAMProcessorStorage
Fedora (Linux)2 GB64 bit15 GB
openSUSE (Linux)2 GB64 bit8 GB
Debian (Linux)512 MB64 bit4 GB
Arch (Linux)512 MiB64 bit2 GB
OpenBSD (BSD)512 MB32 or 64 bit1 GB
Haiku (BeOS)384 MiB32 or 64 bit1.5 GB

By contrast, the base operating systems in the FOSS ecosystem typically are just that, a base system, with fewer background services and applications, telemetry typically disabled by default, and thus lower overall overhead. Users have many more options with the setup of the base system and the software put on top of it, such as desktop environment, windows manager, and applications. This higher level of customization means more user control.

It is not just end users that customize the systems. Many FOSS distributions (or distros) build on these base systems and distribute them along with services and software tailored for various users and computers. Many users new to FOSS may be interested in a distribution designed specifically for "newbies", which typically include many default services and settings so things just work out-of-the-box. Furthermore, FOSS permits modifications of the source code and allows changes to be shared. In fact, such derivatives happen all the time. While having so many options can be a source of confusion for Windows and macOS users, the fact that a high-level of customization is possible offers much more variability in hardware support, including continued support for low-end devices.

Keep in mind that aging machines which merely satisfy the minimum technical requirements might not meet today's expectations of speed and convenience. It certainly depends on what one needs to do with their computer, which applications are used, and how much patience the user has. Nevertheless, decades old computers can still run up-to-date software with FOSS!

By imposing computationally expensive "features" and restricting who can modify source code, proprietary software excludes hardware from ongoing support and drives premature hardware obsolescence. That said, should all hardware be supported indefinitely? Whether proprietary of FOSS, it's reasonable that development teams are selective about what hardware they want to support in order to best focus their efforts. No one has an unlimited supply of time and energy. However, while FOSS permits anyone to continue to support any hardware if they so choose, proprietary licenses preclude it.

If you aim to buy a new device, these may be all non-issues for you. However, if you already own a computer—one that still functions but is no longer supported—and you want to continue using it, it's not an exaggeration to say FOSS is your only option. If a FOSS operating system runs on your aging device, it will generally continue to receive updates, including security updates. Software updates are an important part of this story and the main topic of the next section.

Software Is Buggy, And That's Risky

Software contains defects, known as bugs. All software, whether it is Windows or macOS or FOSS. All software! These bugs can be minor or severe. A minor bug may result in software running more slowly, whereas a severe bug could cause the software to stop working entirely. Perhaps the most severe and insidious kind of bug creates security risks for the user, called a vulnerability. These security vulnerabilities are exploited by bad actors to infiltrate a computer system and can result in financial loss, data breaches, your vehicle being taken over, and introduce serious risks to wherever computers are embedded, including our own bodies.

A patch with program tape on the Harvard Mark I, one of the first digital computers (image from Wikipedia published under CC BY-SA 3.0 license).
Figure : A patch with program tape on the Harvard Mark I, one of the first digital computers (image from Wikipedia published under CC BY-SA 3.0 license).

So how do we keep our systems secure? Just as you would patch a hole in clothing with a tear in it, software gets "patched" to fix defects. In early computing, this process literally involved patching in fixes on paper tape or punch cards, but now it's achieved through software updates. As Bruce Schneier writes in the book Click Here To Kill Everybody, "Patching is something we all do all the time with our software—we usually call it 'updating'—and it’s the primary mechanism we have to keep our systems secure." This is why security experts put updating your software as one of the most important safety practices you can implement.

Security updates are essential. Any device requiring software to run, whether it is a laptop or smartphone or automobile, requires software updates to fix defects. Schneier describes security updates this way: "We maintain security through (1) discoverers disclosing a found vulnerability to the software vendor and the public, (2) vendors quickly issuing a security patch to fix the vulnerability, and (3) users installing that patch." Why is the "find-and-patch" approach the way we do things? Why don't we "get it right the first time"? Well, some systems try get it right the first time—software running on airplanes, cars, or medical equipment, for example—but it is generally slow and expensive to do so. And even then, you don't always get it right: even airplanes and cars and medical equipment may still require patches to fix defects.

Logo for the "End Of 10". The campaign helps new users find in-person support with Linux. (Image published under CC BY 4.0 license.)
Figure : Logo for the "End Of 10". The campaign helps new users find in-person support with Linux. (Image published under CC BY 4.0 license.)

What is referred to as the End of Life for software means that no new patches, or updates, are released. When source code is proprietary, there is nothing anyone can do to repair software defects. In such cases, bugs and vulnerabilities will simply remain unfixed, forever. A recent example, one that may affect readers of this handbook, is Windows 10 end of support. Initially planned for 14 October 2025, later extended to 13 October 2026 (albeit with strings attached, such as requiring a Microsoft account), the End of Life for Windows 10 is estimated to make e-waste out of over 240 million computers. The reason: given restrictive new hardware requirements, hundreds of millions of computers are unable to upgrade to Windows 11, leaving users of these abandoned devices with unsupported software and in a vulnerable position.

Although Windows 10 computers may still turn on and be "usable" after support ends, newer applications will eventually stop working, and, most critically, for any new vulnerability found the user will be at risk, with no update in sight. Ever. Again, when software on a computer remains unfixed, continuing to run it poses a security risk. Replacing that unsupported device is one way to solve the problem. In fact, replacing your Windows 10 computer seems to be what Microsoft wants. But replacing a device means producing and transporting a new one, and that comes with a huge ecological cost. Recall:

Het meest milieuvriendelijke apparaat is diegene die u al bezit.

There are better ways to solve software-driven hardware obsolescence than buying a new computer. The one we recommend is to install new software, one that continues to receive security updates: FOSS! In fact, the German Federal Office for Information Security recommended Linux as one way to keep those abandoned Windows 10 devices securely in use.

Maintaining and testing software is certainly a lot more complex than simply having Free & Open Source code. Nonetheless, only FOSS permits software to be repaired (i.e., patched) independently of the vendors, which is why KDE Eco refers to FOSS as repairable software. In fact, along with other organizations such as Software Freedom Conservancy, Free Software Foundation, and Free Software Foundation Europe, we consider software licensing a critical part of the larger Right to Repair movement.

Appendix: Common Misconceptions

In this section, we'll debunk five of the most common misconceptions about FOSS:

  1. "Anyone can modify the application I am using."
  2. "You never know where the software came from."
  3. "FOSS is less secure."
  4. "I need to be a developer to benefit from FOSS."
  5. "FOSS is free of cost because it is developed by volunteers."

All of these statements are incorrect, and the following explanations will reveal more about how FOSS works as a software, as an ecosystem, and as a business.

Misconception 1: Anyone can modify the application I am using.

The misconception is the idea that any and all code changes actually end up in the software you download and use. This is not the case. A core team of developers manages FOSS development, whether it is an application or desktop environment or some other component of the operating system. Anyone can make changes and propose them to the core developer team, who will review them and decide to either accept or reject them. This process does not mean FOSS is free from poorly written or malicious code, it just means that not all proposed changes to the code are automatically included in the software released by the core developers—and then run on your computer.

To make an analogy with cooking: When a famous chef publishes a recipe, anyone can modify the recipe themselves when preparing the dish. These changes may make the recipe better, or they may make it worse. In fact, some modifications may be so good that a person thinks they should be included in the original recipe, and so they submit their suggestions to the original chef. Whether or not these changes are included in future versions of the recipe, however, depends entirely on the original chef, and not the one who suggested the changes. In short, anyone can suggest any modifications they want, but that does not mean those changes will be added to the original recipe—or end up on your plate.

Misconception 2: You never know where the software came from.

It's true that anyone can modify FOSS and release their changes to the public, but the misconception here is that modified software is indistiguishable from the original. FOSS is typically branded and identifiable. For example, a trademark will legally protect the logo, symbols, names, and such associated with the software. While the source code is licensed to permit users certain rights—to use, study, share, and improve the underlying code—trademarks provide legal restrictions for developers for the brand. Code that's been modified from the original (or "forked") may be rebranded, and such re-branding happens all the time. But a trademark means the forked software cannot be released with the same brand as the original; legally, it must be identifiable as modified software, so you can see exactly where it came from.

Using the cooking analogy: Even if any cook may change a recipe when preparing a dish, they cannot publish it under the name of the original chef. That is, you can modify the recipe for your own use, in some cases even publish your changes, but you cannot claim that those changes are from the original chef.

Misconception 3: FOSS is less secure.

This is perhaps one of the most common misconceptions about FOSS, and the opposite is actually true. Though FOSS can still contain bugs or malicious code (all code can), the transparency of the code means those weaknesses are easier to spot; and crucially, once problematic code is discovered, it's easier to fix. In fact, the German Federal Office for Information Security (German: Bundesamt für Sicherheit in der Informationstechnik or BSI for short) highlighted the security advantages of FOSS. They state: "The use of [FOSS] per se does not guarantee a secure system. It does, however, offer significant strategic advantages in this process."

Once again, using the cooking analogy: It's more difficult to add harmful or unwanted elements to a recipe when the ingredient list is visible to all. Moreover, if such ingredients are found, a cook can easily adapt the recipe and remove them to make the dish safe to consume again. Transparency cannot guarantee that a recipe has no undesirable ingredients, but it has real advantages for finding and removing them.

Misconception 4: I need to be a developer to benefit from FOSS.

You do not need to be a software engineer to use FOSS and gain its benefits. You can download and install it, and be assured that necessary updates will come your way when they're ready. Essentially you can be a FOSS customer, and that's enough. If you wanted to, however, you could learn the programming language of your favorite software and submit code for review yourself. Many do, every hour of every day. In fact, there are millions of programmers around the world developing FOSS. Some are paid for their work, some do it on a volunteer basis; some get paid for it and still volunteer outside their working hours. Even if you aren't a developer, others are—you may even know some—and they're out there adding new features, squashing bugs, fixing security vulnerabilities, etc. But you certainly don't have to do any of this in order to enjoy Free & Open Source Software.

Using the cooking analogy: You don't need to be a cook to enjoy the results of a good recipe. If you can't cook, you probably know someone who does, and they'll share dinner with you (as long as you chip in for the groceries!). If you don't know someone, you can always hire a personal chef to prepare the food you enjoy it just the way you want. Having access to the recipe makes that possible. It's important to add that you can, and should, support the teams behind the software you use and enjoy. You can donate your money, or your time—volunteers are vital to FOSS projects, offering all kinds of non-coding skills such as design, outreach, translation, promotion, and much more.

In Part III of this handbook, you'll learn how to run install events and support new users with FOSS. Helping new users get started is a great way to contribute back to the software you use and love.

Misconception 5: FOSS is free of cost because it is developed by volunteers.

This is not true, not at all. FOSS is not necessarily free of cost, nor is it developed only by volunteers. FOSS is developed by both paid software engineers and volunteers, and contributors come from all around the world. The word "Free" in Free & Open Source Software does not refer to price, but the user freedoms guaranteed by the FOSS license. People still need to make a living. How one makes money depends on the business model, and there are many different business models in the FOSS ecosystem. Some programmers sell their software, for example in app stores; some businesses sell professional services to support the software they develop; other organizations sell merchandise; while some development projects sell nothing at all, instead relying on donations (small and large) from users. As long as the software code is released under a FOSS license, it is still Free & Open Source Software, regardless of how much money is made.

The cooking analogy has its limits. One important difference to note: Even if a recipe can be shared with an unlimited number of people, an individual cook can only share the results (that is, the dish being served) with a limited number of people. By contrast, software code and its result—the app you download and use—can be shared an infinite number of times with an infinite number of people. Changes made to the code base by a mere one-time contributor (perhaps you!) can be scaled up to millions, even hundreds of millions, of software users!

Part III: Upgrading Devices With FOSS

Hopefully by now you're convinced to use FOSS yourself and to help others install a FOSS operating system and apps on their computers. This way, you and others can use your devices to the end of the hardware operating life and not discard functioning computers when proprietary software support ends.

This part of the handbook focuses on how to upgrade user devices to FOSS. In fact, the easiest and most direct way is to assist your friends, family, and loved ones directly. Do not underestimate how important that support is!

That said, our focus here is on FOSS support with a wider public through outreach and install parties and other types of organized meetups to help people make the switch. For those who want to do this work, we recommend getting involved with an existing organization first. This includes volunteering with Repair Cafes, environmental organizations, and other repair initiatives as well as those helping out at End of 10 and Digital Independence Day events, Linux Install Parties, CryptoParties, and so on. If none exist in your area, then you can start one—and we'll discuss that later on.

Two posters from the End Of 10 campaign website. (The End Of 10 poster on the left was designed by Finnjan Hofmann and the End Of 10 Akademy poster on the right was designed by Farid Abdelnour, Kieryn Darkwater, Joseph P. De Veaugh-Geiss. Both are released under a CC-BY-4.0 license.)
Figure : Two posters from the End Of 10 campaign website. (The End Of 10 poster on the left was designed by Finnjan Hofmann and the End Of 10 Akademy poster on the right was designed by Farid Abdelnour, Kieryn Darkwater, Joseph P. De Veaugh-Geiss. Both are released under a CC-BY-4.0 license.)

We don't assume you have previous experience with organizing install events, and the first section offers suggestions of ways to gain more experience. We won't cover too many technical details here—this is not a step-by-step guidebook. Rather we provide an outline for what we think is helpful to get started, with pointers on how to find resources for more information. Note that no particular software will be the focus of the handbook, although we will use many resources from the KDE community throughout the text. There are a couple of reasons we aren't providing specific step-by-step guidance:

  • The specifics often change as new versions of software are released, which would quickly render the handbook out-of-date.
  • The details depend on the specific software being installed, for which there already exist numerous online guides. No need to re-invent the wheel!

There are certainly other ways this is an incomplete text, but we hope the handbook nonetheless provides a good basis for getting started with new user FOSS support.

The text here is also opinionated, and the reader may disagree with some of the suggestions. We nonetheless think it is useful. By noting areas of disagreement, you'll be more aware of the decisions you choose. That awareness can benefit the planning and implementation of your own install events. Nevertheless, we welcome your feedback, comments, suggestions, and constructive input!

From here, this section is broken down into 4 stages:

  1. Gaining Experience with FOSS and FOSS groups
  2. Before Install Events
  3. During Install Events
  4. After Install Events

Ideally, you can repeat these steps like the shampoo algorithm: lather, rinse, repeat. That is, ideally one approaches FOSS support as a continuous activity, rather than a one-and-done event. We address this again towards the end of the section.

As you dig deeper into the FOSS ecosystem, you may come across several new terms. Here is a short glossary of useful vocabulary:

  • PC: a laptop or desktop computer
  • FOSS Operating System (OS): Linux is the most popular, but there are others such as OpenBSD and Haiku
  • Proprietary Operating System (OS): MS Windows, MacOS
  • Distribution (or Distro): A FOSS OS and accompanying software, often obtained from a website
  • ISO / image file: the file that contains the operating system to be installed
  • Graphical User Interface (GUI): a graphics-based way to interact with the computer (e.g., point and click with the mouse)
  • Desktop Environment: the Graphical User Interface (GUI) used to interact with or administer the operating system
  • Applications (or Apps): computer programs for end-user tasks, e.g., PDF readers, text editors, games, rather than for administering the system (cf. Desktop Environment)
    • With proprietary operating systems, applications are often downloaded and installed from an external website, although nowadays some applications can also be installed through an app store.
    • In the FOSS ecosystem, applications are most typically installed through the software or package manager of the Desktop Environment.
  • CPU (Central Processing Unit): primarily Intel or AMD CPUs based on the x86 architecture with a 32-bit or 64-bit architecture, but not only
  • RAM (or working memory): impermanent memory that is lost when the PC is turned off. More RAM typically means faster processing.
  • Mass storage: Hard Disk Drive (HDD), Solid State Drive (SSD), SD card, etc.
  • Repositories (for Linux and other FOSS ecosystems): The source from which the system and applications can be updated and new applications can be installed.
  • Command Line Interface (CLI) / Terminal: a text-based interface (e.g., typing commands with the keyboard) as compared to a GUI.

Stage 1. Gaining Experience

The easiest and cheapest way to gain experience with a FOSS OS is to find an unused computer, preferably not too old (<10 years) so you can really experience the power of your new OS, and just try it yourself. There are numerous guides that will walk you through the installation process step-by-step. Search online for the OS you want to install or check out overview websites like "Year of the Linux Desktop". If you don't have an old computer lying around, your friends and family probably do. Ask around! You'd be surprised by how easy it can be to find a functioning yet abandoned computer in your social circles.

So you found a computer for testing FOSS, but at this point you may be wondering: How can I decide which FOSS operating system and desktop environment I should use when there are so many options? And yes, there are sooooo many options. It's one of the most common complaints we hear from new users. Our response: Apart from constraints like minimum system requirements, it doesn't really matter! You can always switch to another FOSS operating system and desktop environment at a later date. There are no licensing costs or other restrictions when using FOSS, so downloading and installing another system is always an option. In fact, "distro hopping" is a common phenomenon among new users to FOSS.

A couple of things to note at this point:

  • FOSS is typically made available through a "distribution" (or "distro" for short) which offer different default setups and user interfaces for various user needs and hardware.
    • If you have a particularly old computer with low hardware specs, you will want to look for a "lightweight" OS designed for low-powered devices. Search online and you will find many recommendations.
    • If you have a newer computer that offers more hardware power, you can install just about any OS. The main differences you'll notice are the desktop environment, default system setup, and the like. Hop around various distros to find the one that works best for you.
  • Since most hardware was not designed for FOSS, you may run into problems with drivers for graphics cards, WiFi, webcams, among others. These issues can often be resolved with a little effort, but you may need to do some research to find solutions.
    • Some distributions include GUI software to detect and install proprietary drivers. This is recommended before getting your hands dirty with the command line interface.

If you want in-person support while getting started, we recommend visiting the End Of 10 website to find a place or event in your area. Also, see the next section for tips on how to build a FOSS power team!

As this is a handbook from the KDE Eco initiative, we recommend trying a distribution with the KDE Plasma desktop environment. This can be installed on many major distributions, such as Fedora, openSUSE, Debian, as well as their derivatives such as Kubuntu, MX Linux, CachyOS and more. And if you own a SteamDeck, you may be using KDE Plasma already.

The KDE Plasma Desktop Environment. Here you can see GUIs for modifying System Settings, for updating and installing software with Discover, as well as for checking the date with the Digital Clock widget. (Image from KDE released under a CC-BY-4.0 license.)
Figure : The KDE Plasma Desktop Environment. Here you can see GUIs for modifying System Settings, for updating and installing software with Discover, as well as for checking the date with the Digital Clock widget. (Image from KDE released under a CC-BY-4.0 license.)

KDE Plasma's slogan is:

"Simple by default, powerful when needed."

In other words, although the out-of-the-box settings make it simple to use with no additional tweaking, KDE Plasma is in fact very powerful software, allowing for personalization so it will work as you want it to. With a little exploration of the system settings, and a few clicks here and there, you can make it look and feel familiar—or try something else entirely, something unique for your needs. KDE Plasma has many options for both new users and powerusers. And beyond the Plasma Desktop Environment, KDE offers many widely-used applications. Check out the "KDE For You" page to learn how KDE applications and other Free & Open Source Software can meet your needs, whether you are a Creator, Gamer, Student, or Scientist, and more.

Stage 2. Before Install Events

In this section we'll explore building FOSS teams as well as some ways to prepare for and promote an event, before you find yourself in a room packed with curious and nervous new users.

Finding Other FOSS Angels

If there are no Linux User Groups or Linux Cafes in your area (see next section), that is a pity but also an opportunity: you can start one!

In KDE Eco's "Opt Green" project we have had contact with many organizations and individuals offering FOSS support. One story in particular is worth sharing. In order to build a local team of FOSS angels,4 a group in Germany hosted an info session at the local city hall. About 100 people showed up! They discussed the issues revolving around the End of Life for Windows 10 (go back to Part II for a reminder of its environmental impacts) and asked the audience (a) who would be interested in installing FOSS themselves and (b) who would be interested in helping others do so.

From this event they built a team of 20 volunteers who met over several weeks for pizza and beer in order to gain experience and troubleshoot problems together. They also kept interested members in the audience up-to-date with their activity. Once the support team was ready, they held several install events, upgrading over 40 devices to FOSS in just a couple of months. With the success of this initiative, they are now planning a Linux Cafe in their area to offer ongoing support to their community!

By following this excellent example, you too can build a FOSS power team in your area.

Group photos of two major FOSS development communities at their annual conferences: The KDE community at Akademy is on the left and the GNOME community at GUADEC is on the right. The two communities come together every year at the Linux App Summit. These events happen in locations all around the globe. Maybe you would like to join one of their next events? (Both images released under a CC-BY-4.0 license.)
Figure : Group photos of two major FOSS development communities at their annual conferences: The KDE community at Akademy is on the left and the GNOME community at GUADEC is on the right. The two communities come together every year at the Linux App Summit. These events happen in locations all around the globe. Maybe you would like to join one of their next events? (Both images released under a CC-BY-4.0 license.)

If you like this idea but feel you live in a FOSS desert, don't forget that contributors to FOSS projects live all over the world. It is truly a global network. When looking for like-minded people, consider reaching out to a project directly and ask if any contributors live in your area who would like to help, or if they know someone that would. Find a mailing list or chat room, introduce yourself, and let the community know what you're interested in doing. FOSS teams generally welcome new people who show interest in their work, and you'll likely get feedback pretty quickly.

Starting a Linux or Repair Café is more work than organizing an event, but well worth it for ongoing support. Here are some resources on how start one:

Organizing the first of many install events or starting a Repair Café is very doable. Many people like you are leading the way! Don't be discouraged if interest is low at first. It takes time and energy to build a community.

Joining An Organization

Why start from scratch when a motivated group may already be active in your area? For example, repair initiatives offering software support, Linux User Groups, CryptoParties, and more can be found all around the globe. Some places to get started are:

Reach out and ask what they need help with. Don't be shy! From experience, such groups are always happy to have more helpers. You can get involved by helping to organize FOSS install parties and promotional events (for instance, Software Freedom Day or Linux Presentation Day), providing ongoing support to new users, raising funds, or whatever else the organization is doing to promote and support Free & Open Source Software for new users.

Planning An Install Party

It is worth emphasizing that installation is only one of many steps in the migration process. So let's think about it from the user perspective. The main stages for a new user may look like the following:

  • Stage 0: Deciding to install a FOSS OS
  • Stage 1: Securing their data
  • Stage 2: Installation
  • Stage 3: Getting follow-up support

By considering each of these stages, you can best meet a user's needs (i) before the event by doing effective promotion, (ii) during the event by making sure everything goes smoothly, and (iii) after the event should issues arise.

Note: The easiest first step for new users may be to use cross-platform FOSS apps on their existing proprietary OS before installing a new operating system altogether. Many FOSS applications also run on Windows and macOS. These include (but are certainly not limited to) the web browser FireFox, the e-mail client Thunderbird, the text editor LibreOffice, KDE's PDF and document viewer Okular, and many others. Then, once they do make the switch to a FOSS OS, some of the software will already be familiar!

Why A New User Decides (Not) To Install A FOSS OS

Many installation guides start right at the installation step or perhaps with data backup, but very few start with what is the most important step of all: Deciding to migrate to a FOSS OS in the first place. Understanding user motivations for making the switch will help you prepare for outreach and event promotion.

Many potential users would never think to try a FOSS OS. This can be for many reasons, such as:

  • They don't know FOSS operating systems even exist.
  • They believe FOSS won't meet their needs.
  • They think it's too hard to use.
  • They see that their out-of-date software still works, so why bother.
  • They've heard that many things won't work.
  • They fear they won't have support when problems arise.
  • They don't know anyone else who uses FOSS.

And certainly more. It's important to consider these reasons in order to understand how to best address them. Some ideas that may help:

  • Show, don't tell! Always have a demo computer which users can try. This can be at the install event itself, or before the event at a public presentation or stand. Let users use a device and directly get a feel for how well it works. Many are surprised by how comfortable it is to use!
  • End of software support is a great moment to mention FOSS as a viable option. For example, when Microsoft or Apple discontinue support for their proprietary software—in some cases leaving users with seemingly no other option but to buy new hardware—FOSS can be presented as a way to keep that device in use.
    • Since the user may be ready to buy a new device anyway, this option has almost no risk (as long as they have backed up their data). They can try it out without spending any money, and they may be pleased by how well it works for them.
    • If you're really enthusiastic, consider demoing devices running FOSS that would otherwise be considered e-waste at markets or environmental festivals (and bring some leaflets about the environmental benefits of FOSS). This alone can be quite convincing, especially when the software is faster and more responsive than the software the person currently uses.
  • Learn about a user's computing needs and help them assess whether a FOSS system will be suitable. For instance, determine if the user depends on some proprietary software (e.g., Adobe products) or external hardware (e.g., specialized lab equipment) that does not work (well) with FOSS.
    • It may help to point out that other FOSS applications may meet their needs—highlighting that the software is not better or worse, just different from what they're used to. Install it and let them try it out. And don't forget: It's ok if they decide the alternative is not right for them.
    • Find out what peripherals they use such as printers and other external equipment and check if they are supported. If not, make that clear to them.
  • Explain why updates are important to fix security vulnerabilities, and how this is true for all software.
    • Point out specific examples to new users, when possible. There is sometimes media attention to the issue of security vulnerabilities in software. For example, the German Federal Office for Information Security (BSI) released tips for what users can do before the End of Life for Windows 10, including installing Linux.
  • Make a list of places nearby that offer support outside of the event. For instance, see the places listed at End Of 10, or reach out to other local organizations and independent computer shops that offer FOSS support. Give this list to users before and after the event.
  • In plaats van u op individuen te richten, kunt u uw evenement beter aan groepen potentiële gebruikers tegelijk promoten. Benader bijvoorbeeld een school, een milieu- of politieke groep, een collectief, een woongemeenschap, enzovoort, en bied aan om een ​​evenement te organiseren of een cursus te geven. Het migreren van meerdere gebruikers die regelmatig contact met elkaar hebben, helpt bij de informele ondersteuning na de installatie van een nieuw besturingssysteem.
  • Denk na over de vele voordelen van overstappen op FOSS en communiceer dat duidelijk aan nieuwe gebruikers. De website van Einde 10 heeft een lijst met 5 redenen om je oude computer op te waarderen naar Linux. Misschien spreken sommige van die redenen uw doelgroep aan.
    • Wees geen fanaticus: respecteer dat gebruikersvrijheid ook betekent dat gebruikers andere keuzes kunnen maken dan u!

Dit zijn slechts enkele ideeën. Heeft u er meer? Neem dan gerust contact met ons op, dan kunnen we ze toevoegen aan toekomstige versies van dit handboek.

KDE Eco is aanwezig op de Lange Nacht der Wissenschaften ('Lange Nacht van de Wetenschappen') bij het Duitse Milieuagentschap en op het Umweltfestival ('Milieufestival'), beide in Berlijn, Duitsland. Op de foto zijn links drie apparaten te zien die FOSS-besturingssystemen draaien. Het oudste apparaat (in het midden) is uit 2003 en draait actuele software van het Haiku Project, waar KDE's educatieve softwarepakket GCompris op het scherm wordt getoond. Kinderen speelden met de computer terwijl de ouders informatie kregen over hoe FOSS ervoor kan zorgen dat apparaten langer meegaan. (Afbeeldingen van KDE vrijgegeven onder een CC-BY-4.0 licentie.)
Figure : KDE Eco is aanwezig op de Lange Nacht der Wissenschaften ('Lange Nacht van de Wetenschappen') bij het Duitse Milieuagentschap en op het Umweltfestival ('Milieufestival'), beide in Berlijn, Duitsland. Op de foto zijn links drie apparaten te zien die FOSS-besturingssystemen draaien. Het oudste apparaat (in het midden) is uit 2003 en draait actuele software van het Haiku Project, waar KDE's educatieve softwarepakket GCompris op het scherm wordt getoond. Kinderen speelden met de computer terwijl de ouders informatie kregen over hoe FOSS ervoor kan zorgen dat apparaten langer meegaan. (Afbeeldingen van KDE vrijgegeven onder een CC-BY-4.0 licentie.)

Locatie, logistiek en bereik

Zodra u en uw team van FOSS-engelen er klaar voor zijn en u ideeën hebt over hoe u het evenement wilt promoten, is het tijd om de details te gaan regelen. Hier is een lijst met een aantal belangrijke aspecten waar u rekening mee moet houden:

  1. U hebt een locatie en alle benodigde spullen nodig. Voorbeelden van plekken die mogelijk gratis ruimtes aanbieden zijn bibliotheken, buurthuizen, cafés, kerken, enz. Controleer of het gebouw toegankelijk is en of er toiletten zijn, evenals internet (optioneel) en stopcontacten (niet optioneel). U hebt ook verlengsnoeren, stekkerdozen, FOSS-compatibele USB-sticks en eventueel dvd's nodig. Het is leuk om eten, drinken, stickers, knuffels van pinguïns en gnoes, FOSS-handleidingen en ander materiaal mee te nemen om nieuwe gebruikers aan te moedigen en te motiveren.
  2. Een USB wifi-dongle is handig als het apparaat na de installatie geen verbinding met internet kan maken. Dit probleem komt vaak voor bij Apple-laptops met de bedrijfseigen Broadcom-driver en kan ook bij Windows-apparaten voorkomen. Mocht u zich in zo'n situatie bevinden, dan is een USB wifi-dongle handig om, indien beschikbaar, achteraf de benodigde drivers te installeren.
  3. Stel een gedragscode (Code of Conduct, CoC) op voor vrijwilligers en deelnemers. Zorg ervoor dat iedereen hiervan op de hoogte is en dat er een plan is voor het omgaan met overtredingen. Een voorbeeld van een CoC uit de FOSS-gemeenschap is te vinden in de KDE-gemeenschap, en er zijn nog veel meer voorbeelden te vinden met een snelle online zoekopdracht.
  4. Bazuin het rond, online en offline. Als u vrijwilligerswerk doet voor een organisatie, vraag dan wat zij doen aan voorlichting. Hang posters op in uw buurt en op uw universiteit, kantoor, bibliotheek, supermarkt, buurthuis; print flyers en folders en deel ze uit; plaats berichten over het evenement op sociale media. Neem ook contact op met milieu- of mensenrechtenorganisaties (ook al zijn ze niet technisch georiënteerd). Elektronisch afval en geplande veroudering zijn direct relevant voor beide groepen en ze kunnen het evenement zelfs promoten (zie hier voor een voorbeeld in Graz, Oostenrijk).

Lokale media zijn een effectieve manier om mensen in uw regio te bereiken. Plaats een advertentie in uw lokale krant, schrijf naar lokale journalisten, neem contact op met lokale radiostations, podcasts en andere organisaties met een groot bereik. Dit is met name effectief als uw outreach een verhaal heeft dat goede media-aantrekkingskracht heeft, zoals het einde van de ondersteuning voor Windows 10 of wanneer u samenwerkt met milieu- of maatschappelijk georiënteerde gemeenschappen.

En vergeet niet: nodig hele groepen en gemeenschappen uit, niet alleen individuen. Het is makkelijker om netwerkeffecten te overwinnen en steun te krijgen als uw sociale kring FOSS gebruikt!

Gebruikersgegevens veilig stellen: vóór of tijdens het evenement?

Voordat u iets installeert, is het van cruciaal belang om een reservekopie te maken van alle gegevens op het apparaat. Dit is zo belangrijk dat we het nogmaals benadrukken: het is van cruciaal belang om een ​​reservekopie te maken van alle gegevens voordat u iets installeert. Sla deze stap niet over!

Reservekopieën kunnen zowel vóór als tijdens het evenement worden gemaakt. In beide gevallen moet uw communicatie duidelijk maken wat u verwacht. Het nadeel van het maken van reservekopieën vóór het evenement is dat sommige gebruikers mogelijk niet weten hoe ze dit moeten doen en daarom niet komen. Het nadeel van het maken van reservekopieën tijdens het evenement is dat het maken van reservekopieën van gebruikersgegevens veel tijd in beslag kan nemen. Zorg er in beide gevallen voor dat bezoekers weten wat u van hen verwacht voordat ze arriveren..

In het Opt Green-project hebben we gezien dat veel mensen oude apparaten bewaren als archief van hun gegevens, zonder te beseffen dat de gegevens veilig op een externe schijf kunnen worden opgeslagen, waardoor het apparaat voor andere doeleinden beschikbaar komt. Misschien wilt u een tafel op uw evenement neerzetten speciaal voor het maken van reservekopieën van gebruikersgegevens. Dit kan de drempel verlagen voor nieuwe gebruikers, zonder dat het tijd kost voor degenen die hun gegevens al vóór het evenement hebben veilig gesteld. En aangezien u waarschijnlijk meerdere evenementen organiseert, kunnen ze naar het volgende evenement komen om hun nieuwe besturingssysteem te installeren.

Fase 3. Tijdens installatie-evenementen

Laten zie, niet vertellen

Nog beter dan een nieuwsgierige gebruiker te vertellen wat FOSS kan, is het te laten zien. Zorg dat er een demo-computer klaarstaat of start op in een live-omgeving (maar let op dat er niets permanent wordt geblokkeerd bij het opstarten vanaf een USB-schijf, zoals kan gebeuren met Windows Bitlocker; zie hier). Soms kan alleen al het zien van een computer waarop FOSS draait, misvattingen wegnemen. Zodra ze zien dat FOSS werkt zoals je van elk modern besturingssysteem zou verwachten, verdwijnen veel angsten snel.

Gebruik waar mogelijk vertrouwde interfaces. Wat betekent dat? Als software bijvoorbeeld via een grafische gebruikersinterface (GUI) geïnstalleerd kan worden, gebruik die dan en niet de commandoregel. Voor veel nieuwe gebruikers versterkt de commandoregelinterface alleen maar het idee dat FOSS (Free and Open Source Software) voor experts is. Als u per se iets via de commandoregel moet doen, leg dan uit dat dit niet nodig is of vraag of ze er meer over willen leren. De meeste gebruikers zijn op zoek naar de eenvoudigste manier om iets voor elkaar te krijgen. Geef ze die!

Schermafdruk van de KDE Eco-blog met een commandoregelinterface in Konsole. Dit is voor veel nieuwe gebruikers best eng! (Schermafdruk van Aakarsh MJ, gepubliceerd onder een CC-BY-4.0 licentie.)
Figure : Schermafdruk van de KDE Eco-blog met een commandoregelinterface in Konsole. Dit is voor veel nieuwe gebruikers best eng! (Schermafdruk van Aakarsh MJ, gepubliceerd onder een CC-BY-4.0 licentie.)

De computerbehoeften van een gebruiker leren kennen

Voordat u iets installeert, is het belangrijk om de behoeften van de persoon die u helpt te leren kennen en uit te leggen hoe FOSS (Free and Open Source Software) verschilt van of juist overeenkomt met bestaande software. Laat ze FOSS uitproberen in een live omgeving of op een demo-computer. Ontdek wat een gebruiker precies wil doen. Voor veel gebruikers is dit misschien niet eens duidelijk. Daarom hebben sommige evenementen korte vragenlijsten die gebruikers samen kunnen invullen. Zie hier voor links naar enkele voorbeeldformulieren, waaronder formulieren voor het verzamelen van hardware-informatie. Afhankelijk van hoe technisch het formulier is (en zeer technische formulieren kunnen bezoekers afschrikken), vult u deze formulieren samen met de gebruiker in. Enkele algemene vragen zijn: Hoe oud is hun computer? Wat willen ze ermee doen? Welke software hebben ze nodig of gebruiken ze regelmatig?

  • De behoeften van een gebruiker worden vaak bepaald door zijn of haar werk of studie, wat onoverkomelijke obstakels kan opleveren. Als je een bepaald computerprogramma nodig hebt en het draait alleen op een niet-FOSS besturingssysteem, is het moeilijk of zelfs onmogelijk om over te stappen. Het is belangrijk om je bewust te zijn van deze obstakels voordat u het besturingssysteem van een gebruiker wijzigt. U wilt immers niet dat iemand niet meer kan doen wat hij of zij met de computer moet doen voor het werk!
  • Voor sommige bedrijfseigen toepassingen is mogelijk een webversie van de software beschikbaar (Microsoft Word heeft bijvoorbeeld ook een webversie). Onderzoek deze opties, want dit kan de overstap naar een ander besturingssysteem vergemakkelijken. Er zijn ook veel alternatieven voor bedrijfseigen software die mogelijk beter aansluiten bij de behoeften van de gebruiker. Laat deze opties aan nieuwe gebruikers zien. Zoek online naar suggesties.
  • In sommige gevallen is het mogelijk om Windows-software op een FOSS-systeem te draaien met behulp van een compatibiliteitslaag zoals Wine of Wine-gebaseerde software zoals Proton voor gaming. Dit is een meer technische oplossing en werkt mogelijk niet in alle gevallen. Wine heeft een database met software waarvan bekend is dat deze werkt, en Proton heeft een vergelijkbare database, maar dan voor games. Gaming op Linux heeft in feite een enorme ontwikkeling doorgemaakt. Als er gamers op je evenement zijn, laat ze dan weten dat ze veel van hun games op hun nieuwe besturingssysteem kunnen spelen. Er zijn zelfs distributies die specifiek voor gaming zijn ontwikkeld.

Gebruikersgegevens veilig stellen

Zie hierboven voor informatie over het maken van reservekopieën van gegevens vóór of tijdens het evenement. De meest eenvoudige manier om een reservekopie van gegevens te maken, is door de gegevens handmatig te kopiëren en te plakken naar een externe schijf. Een andere optie is om SSD-schijven aan te bieden ter vervanging van de HDD en de oude schijf te bewaren als reservekopie van het volledige systeem. Repair Café Hilpoltstein heeft een handleiding (in het Duits) over hoe dit te doen.

Als u voor een non-profitorganisatie werkt, kunnen er problemen ontstaan ​​met de verkoop van SSD's tijdens het evenement. Sommige vrijwilligers hebben ons verteld dat ze de SSD's tegen kostprijs verkopen en de gebruikers een bon geven om juridische problemen te voorkomen. Informeer u eerst goed voordat u dit doet.

Er wordt vaak over het hoofd gezien waar gebruikerswachtwoorden worden opgeslagen. Vraag gebruikers of ze het weten. En misschien weten ze het niet! Veel browsers slaan wachtwoorden op, dus het is misschien verstandig om ook een back-up van die gegevens te maken, voor de zekerheid.

Als een gebruiker een reservekopie van zijn gegevens in de cloud heeft, kan deze ook worden gebruikt om zijn gegevens naar het nieuwe systeem te migreren. Hoewel u wellicht een mening hebt over de platformen die anderen gebruiken, is dit waarschijnlijk niet het moment om een ​​debat aan te gaan over privacy en dergelijke. Gebruik wat zij gebruiken en bied aan om henalternatieven te laten zien als ze geïnteresseerd zijn.

Een FOSS besturingssysteem installeren

Zorg ervoor dat alle gebruikersgegevens een reservekopie hebben en veilig zijn opgeslagen voordat u iets anders doet. Het is ook belangrijk om voorafgaand aan het evenement een disclaimer te publiceren, bijvoorbeeld:

  • Dit is vrijwillige hulp om nieuwe gebruikers te tonen hoe ze zichzelf kunnen helpen.
  • Er wordt geen contract gesloten.
  • Apparaten en gegevens kunnen breken wanneer u ze aanraakt.
  • Deelnemers zijn verantwoordelijk voor hun eigen apparaten en hebben reservekopieën van hum gegevens.

Tip: Het is altijd verstandig om eerst toestemming te vragen voordat u iemands computer aanraakt! Idealiter hoeft u het apparaat niet aan te raken, omdat de gebruiker met jouw begeleiding alles zelf kan leren.

De disclaimer kan mondeling worden voorgelezen, maar het is ook verstandig om deze schriftelijk en met een handtekening vast te leggen voordat u iets installeert. Als u denkt dat ze nodig zijn, zijn er juridische documenten beschikbaar via reparatie-initiatieven en The Linux Document Project. Neem contact op met de relevante autoriteiten om er zeker van te zijn dat deze documenten juridisch bindend zijn.

Het installatieproces bestaat doorgaans uit deze 3 stappen:

  1. Zorg voor een op te starten USB-stick of dvd.
  2. Ga naar de BIOS en start op vanaf het apparaat.
  3. Installeer het besturingssysteem

Er zijn talloze online handleidingen voor alle distributies over hoe je een opstartbare schijf kunt voorbereiden. Er is ook platformonafhankelijke software om de schijf voor te bereiden, zoals Fedora Media Writer en Rufus. Het controleren van het gedownloade ISO-bestand of de image vereist een paar extra stappen, maar we raden aan dit te doen om er zeker van te zijn dat het bestand niet beschadigd is en dat het de door de ontwikkelaars bedoelde software is.

Schermafdruk van Fedora Media Writer. Het proces kan niet eenvoudiger: kies welk besturingssysteem u wilt installeren, selecteer de USB-schijf waarop u wilt schrijven, neem rustig een slokje thee en voilà! U hebt een op te starten USB-schijf. (Afbeelding van Fedora uitgebracht onder een CC-BY-SA-4.0 licentie.)
Figure : Schermafdruk van Fedora Media Writer. Het proces kan niet eenvoudiger: kies welk besturingssysteem u wilt installeren, selecteer de USB-schijf waarop u wilt schrijven, neem rustig een slokje thee en voilà! U hebt een op te starten USB-schijf. (Afbeelding van Fedora uitgebracht onder een CC-BY-SA-4.0 licentie.)

Om in de BIOS of het opstartmenu te komen, moet u tijdens het opstarten een bepaalde toets ingedrukt houden (meestal F2, F10, F12, Esc, enz. voor Windows-apparaten en de Option-toets voor Apple-apparaten). U kunt dan de schijf selecteren waarvan u wilt opstarten. Zie hier voor een tabel met apparaten en toetscombinaties die nodig zijn om de BIOS of het opstartmenu te openen.

We raden aan om op te starten in een zogenaamde live-omgeving. Hiermee kan een gebruiker de software op zijn of haar eigen apparaat uitproberen voordat er iets wordt geïnstalleerd (zorg ervoor dat Bitlocker is uitgeschakeld op een Windows-apparaat, of zorg dat u een Bitlocker-herstelsleutel bij de hand hebt voor het geval de gebruiker buitengesloten raakt van zijn of haar systeem). In de live-omgeving is het een goede gelegenheid om de wifi, webcam, enz. te testen om er zeker van te zijn dat alles direct werkt voordat de installatie begint. Als iets niet werkt, is dit eenindicatie dat er na de installatie extra stappen nodig zijn. Zelfs als alles in de live-omgeving werkt, is dit echter geen garantie dat het ook na de installatie zal werken.

Tijdens de installatie is het nodig om een ​​nieuwe gebruikersnaam, wachtwoord, enz. aan te maken. Laat de gebruiker deze gegevens op een briefje schrijven. Sla deze stap niet over. Een veelvoorkomend probleem na de installatie is het vergeten van het nieuwe wachtwoord, en soms zelfs de gebruikersnaam!

Het FOSS-besturingssysteem gebruiken

Op dit punt wilt u de gebruiker laten zien hoe hij of zij dingen moet doen in het nieuwe besturingssysteem. Enkele tips voor het gebruik van het nieuwe systeem:

  • Het navigeren door hun nieuwe systeem, zoals het toepassingenmenu, het softwarecentrum, het aanpassen van het volume, printerbeheer, enzovoort (het helpt om ze dit zelf te laten doen en ze vragen te laten stellen).
  • Toepassingen installeren of verwijderen
  • Het systeem en de toepassingen bijwerken (het voltooien van deze actie kan enige tijd in beslag nemen).
  • De reservekopiegegevens van de gebruiker kopiëren naar het nieuwe besturingssysteem (het voltooien van deze actie kan enige tijd duren)
  • Optioneel: Automatische reservekopiesoftware instellen met hun externe harde schijf (dit kan enige tijd in beslag nemen).

Afbeelding van Ontdekken in KDE Plasma. Ontdekken wordt gebruikt om het systeem bij te werken en om toepassingen, games en hulpmiddelen te vinden en te installeren via verschillende opslagruimten. (Afbeelding van KDE uitgebracht onder een CC-BY-4.0 licentie.)
Figure : Afbeelding van Ontdekken in KDE Plasma. Ontdekken wordt gebruikt om het systeem bij te werken en om toepassingen, games en hulpmiddelen te vinden en te installeren via verschillende opslagruimten. (Afbeelding van KDE uitgebracht onder een CC-BY-4.0 licentie.)

Het kan helpen om te demonstreren hoe het installeren van software verschilt van hun vorige systeem. In tegenstelling tot fabrieksmatige besturingssystemen, worden het installeren en verwijderen van toepassingen, evenals elementen voor software bijwerken, doorgaans gedaan met een software- of pakketbeheerder. Leg uit dat dit de aanbevolen manier is om software te installeren en bij te werken in het FOSS-ecosysteem.

Fase 4. Na na de installatie-evenementen

Hoewel we dit hier slechts kort zullen behandelen, onderschat het belang van het bieden van nazorg niet. De installatie zelf kan soepel verlopen, maar wennen aan het nieuwe besturingssysteem vereist in veel gevallen extra hulp, zoals:

  • Ze hebben specifieke softwarebehoeften (bijv. toepassingen die ze voor hun werk gebruiken, belastingsoftware) en hebben extra begeleiding nodig.
  • Ze hebben randapparatuur (bijv. printers, scanners) die niet lijkt te werken met hun nieuwe besturingssysteem.
  • Het bijwerken lijkt hun systeem te hebben ontregeld.
  • Hun bootloader lijkt defect te zijn (wat helaas maar al te vaak voorkomt bij dual-boot-systemen).

In sommige gevallen zijn deze problemen eenvoudig op te lossen, maar het vereist kennis die een nieuwe gebruiker mogelijk niet heeft. In andere gevallen kan het meer werk en tijd van de helper vergen.

Wat betreft de specifieke softwarebehoeften van een gebruiker, is het ideaal dat deze worden vastgesteld voordat er iets wordt geïnstalleerd; desondanks is het gemakkelijk om iets over het hoofd te zien en zullen niet alle gebruiksscenario's altijd aan bod komen tijdens een consult voorafgaand aan de installatie. Wees voorbereid om nieuwe gebruikers te helpen wanneer deze onverwachte problemen zich voordoen.

We raden aan om regelmatig FOSS-consultatie-uren te houden (bijvoorbeeld eens per week of eens per maand), indien u daartoe de mogelijkheid heeft. Door nieuwe gebruikers te laten weten dat ze er niet alleen voor staan ​​als er problemen ontstaan, kunnen we de drempel voor adoptie aanzienlijk verlagen.

Als u meerdere evenementen organiseert, laat de gebruikers dan weten wat de datum en tijd van de volgende evenementen zijn. Als er andere organisaties in uw omgeving zijn die FOSS-ondersteuning bieden, al dan niet tegen betaling, maak dan een lijst en geef deze aan de deelnemers van uw evenementen.

Vergeet niet te laten zien hoe ze zichzelf ook kunnen helpen. Er is een overvloed aan online bronnen, en hoewel deze niet voor iedereen geschikt zijn (veel gebruikers willen gewoon dat hun computer werkt en zijn niet bereid om forumberichten door te lezen, laat staan ​​een account aan te maken om een ​​vraag te stellen), zullen er deelnemers zijn die baat hebben bij de wetenschap dat er online hulp beschikbaar is. Maak een lijst van de forums en mailinglijsten die relevant zijn voor hun nieuwe besturingssysteem.

XKCD comic "627: Tech Support Cheat Sheet" (gepubliceerd onder een CC-BY-NC-2.5 licentie).
Figure : XKCD comic "627: Tech Support Cheat Sheet" (gepubliceerd onder een CC-BY-NC-2.5 licentie).

Voor online ondersteuning is het handig om een ​​werkmethode voor het oplossen van problemen te demonstreren. Deze werkmethode omvat:

  • Zorg altijd voor een recente reservekopie. Als er iets misgaat, maakt een reservekopie het veel gemakkelijker om opnieuw te beginnen zonder risico op gegevensverlies.
  • Lees de foutmeldingen. In veel gevallen bevat de foutmelding cruciale informatie voor het oplossen van een probleem.
  • Zoek online naar oplossingen. Het kan soms helpen om de foutmelding samen met "opgelost" in een zoekmachine te plakken om sneller een oplossing te vinden.
  • Lees de forumberichten. Probeer niet zomaar terminalopdrachten te kopiëren en te plakken. Lees eerst het hele bericht om te zien of de voorgestelde oplossingen daadwerkelijk hebben geholpen voordat u zelf iets probeert.
  • Plaats uw probleem op een forum. Zoek het juiste forum, voeg informatie toe over het systeem (software, versie, hardware, acties die het probleem hebben veroorzaakt zodat anderen het kunnen reproduceren, eventuele foutmeldingen) en wees vriendelijk en dankbaar. Sommige mensen kunnen onbeleefd overkomen – we hebben het tenslotte over internet – maar laat u zich daardoor niet ontmoedigen. Veel meer mensen zullen geduldig en behulpzaam zijn. Richt uw energie op hen!

Schermafdrukken van het KDE-forum
Figure : Schermafdrukken van het KDE-forum
, waar gebruikers vragen kunnen stellen en beantwoorden over KDE Plasma op verschillende distributies.](images/sec3_discuss-kde-org.png)

Sommige mensen bieden extra ondersteuning aan tegen een uurtarief buiten de evenementen om. Als u een helper bent en besluit dit te doen, zorg er dan voor dat u op de hoogte bent van eventuele juridische problemen die dit met zich mee kan brengen en dat de organisatie achter het evenement ermee instemt.

Aanvullende hulpbronnen

Organiseer een installatie-evenement

Meer informatie is te vinden op New User Support Awesome List.

FOSS op andere apparaten

In deze handleiding hebben we ons gericht op pc's, maar veel andere apparaten kunnen ook worden opgewerkt naar FOSS. In sommige gevallen is de vrije en open source software (FOSS) nog volop in ontwikkeling (bijvoorbeeld Linux op smartphones) en voldoet deze mogelijk niet aan de behoeften van veel gebruikers. Let op! U kunt echter de spannende wereld van FOSS op andere apparaten verkennen. Hier zijn enkele voorbeelden:

  • Smartphones & Tablets
    • Linux: postmarketOS, mobian, Plasma Mobile, Ubuntu Touch, Phosh
    • Android afgeleiden: Replicant, lineageOS, e/OS
  • Thuisserver (FreedomBox voor bestandssynchronisatie, chat, e-mail en media)
  • Home automation (Home Assistant, zit in FreedomBox)
  • Smart TV's (Kodi, Jellyfin, Plasma Big Screen)
  • E-book readers (KOReader)
  • Garagedeuropeners (OpenGarage, ratgdo)

Er zijn zeker nog andere spannende projecten om uw digitale leven volledig FOSS en onafhankelijk te maken. De wereld van vrije en open source software is enorm.

Plasma Mobile is een open-source gebruikersinterface voor mobiele apparaten ontwikkeld door de KDE-community. (Afbeelding van KDE, uitgebracht onder een CC-BY-4.0 licentie.)
Figure : Plasma Mobile is een open-source gebruikersinterface voor mobiele apparaten ontwikkeld door de KDE-community. (Afbeelding van KDE, uitgebracht onder een CC-BY-4.0 licentie.)

Probleemoplossing

Hieronder vindt u een aantal algemene bronnen voor het oplossen van mogelijke problemen. Deze lijst is geenszins volledig en richt zich op basisoplossingen (bijv. het gebruik van een grafische gebruikersinterface in plaats van een commandoregelinterface). Als u specifieke problemen heeft, raadpleeg dan de bovenstaande werkmethode voor een basisgids voor het online zoeken naar oplossingen.

Financieringsopmerking

Het Opt Green-project van KDE Eco werd gefinancierd door het Federaal Milieuagentschap en het Federaal Ministerie voor Milieu, Klimaatactie, Natuurbehoud en Kernveiligheid (BMUKN). De middelen werden beschikbaar gesteld door een besluit van de Duitse Bondsdag.

Logo of the Federal German Environment Agency.
Figure : Logo of the Federal German Environment Agency.

Logo van het Federale Ministerie voor Milieu, Klimaatactie, Natuurbehoud en Kernveiligheid.
Figure : Logo van het Federale Ministerie voor Milieu, Klimaatactie, Natuurbehoud en Kernveiligheid.

De uitgever is verantwoordelijk voor de inhoud van deze publicatie.


  1. In 2005, two years after the directive was transposed into European law, the Royal Society of Arts in the UK unveiled "WEEE Man". Originally located on London's South Bank, the towering figure was subsequently moved to the Eden Project in Cornwall, where it currently resides. ↩︎

  2. Example from E. Buckman & Joshua Gray, ``A Note On Software'' in Free Software, Free Society (First Edition)↩︎

  3. Although "decompilers" which convert binary code back into source code do exist, the output is often distorted from the original and can be difficult to understand. ↩︎

  4. We use the term "angel" following the terminology used by the Chaos Computer Club in Germany for volunteers at their events. ↩︎