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So I'm disappointed. And not just on behalf of open documents, but on behalf of the CIOs of this country, who are now caught between a rock and a hard place, without a paddle to defend themselves with if they won't to do anything new, innovative and necessary, if a major vendor's ox might be gored in consequence. After the impressive lobbying assault mounted over the past six months against open document format legislation, I expect you won't be hearing of many state IT departments taking the baton back from their legislators.    And who can blame them? If they tried, it wouldn't be likely to be anything as harmless as an open document format that would bite them in the butt.

Although most of the ruckus over the paper has focused on the prediction that OOXML will beat out ODF, the more intriguing and meaningful conclusion is in fact that the World Wide Web Consortium (W3C) model, built on open and broadly accepted web standards already in broad use, will in fact "...be more influential and pervasive than ODF and OOXML." This implicit acknowledgment that the SaaS delivery model will dominate productivity and document storage applications is less supportive of Microsoft's approaches than many of the documents detractors care to acknowledge and suggests the entire debate is essentially a sideshow.

CIOs who are truly concerned with data preservation and open standards need to take a hard look at Microsoft's historical business practices and the remaining questions hanging over OOXML and ask themselves if it's worth making such a major transition to a format that is fraught with the same potential for vendor (rather than consumer) control in the future. SaaS options, it's worth noting, hardly escape this issue, so regardless of the very real potential that SaaS will eclipse any of the stand-alone office applications that are currently involved in this debate, it's still going to be necessary to pick a format for long-term, corporate control of vital data and documents.

We’re trying to view it as a straight business decision. What are the costs associated with one approach over another? Does it serve all of our business needs? If it doesn’t serve a business need, how do we satisfy that business need? We’re trying to view this just as a plain-vanilla, nonpartisan, nonideological issue.

CDF is one of the very many useful projects that W3C has been laboring on, but not one that you would have been likely to have heard much about. Until recently, that is, when Gary Edwards, Sam Hiser and Marbux, the management (and perhaps sole remaining members) of the OpenDocument Foundation decided that CDF was the answer to all of the problems that ODF was designed to address. This announcement gave rise to a flurry of press attention that Sam Hiser has collected here. As others (such as Rob Weir) have already documented, these articles gave the OpenDocument Foundation’s position far more attention than it deserved. The most astonishing piece was written by ZDNet’s Mary Jo Foley. Early on in her article she stated that, “the ODF camp might unravel before Microsoft’s rival Office Open XML (OOXML) comes up for final international standardization vote early next year.” All because Gary, Sam and Marbux have decided that ODF does not meet their needs. Astonishing indeed, given that there is no available evidence to support such a prediction.

As Administrator of E-Government and Information Technology, for the Office of Management and Budget, Evans oversees the government’s CIO Council, comprised of Chief Information Officers from various agencies. In September, 2007, she testified before the Senate, about high-risk IT projects:

Q&A: Former Mass. CIO feels 'bittersweet pride' after battles with Microsoft, legislature Gutierrez says he would make same choices again that he did in ODF and IT funding fights

»  E-Mail »  Print »  Discuss »  Write To Editor late last year -- can be resolved. "We have more confidence in Microsoft than we would have 10 years ago," says Schmidt. "But it always makes sense to look at the security implications, the value back to the customer, and those kind of issues." The DOT's ban on Vista, Internet Explorer 7, and Office 2007 applies to 15,000 computer users at DOT proper who are currently running the Windows XP Professional operating system. The memo indicates that a similar ban is in effect at the Federal Aviation Administration, which has 45,000 desktop users. Compatibility with existing applications appears to be the Transportation Department's major concern. According to a separate memo, a number of key software applications and utilities in use in various branches of the department aren't Vista compatible. Among them are Aspen 2.8.1, ISS 2.11, ProVu 3.1.1, and Capri 6.5, according to a memo issued by staffers at the DOT's Federal Motor Carrier Safety Administration. Any prolonged ban on new Microsoft technologies by the federal government could have a significant impact on the software maker's bottom line, as Microsoft sells millions of dollars in software to the feds annually. http://as.cmpnet.com/event.ng/Type=count&ClientType=2&AdID=125682&FlightID=75634&TargetID=2625&SiteID=222&AffiliateID=283&EntityDefResetFlag=0&Segments=1411,3108,3448,11291,12119&Targets=2625,2878,7904,8579&Values=34,46,51,63,77,87,91,102,140,222,227,283,442,646,656,1184,1255,1311,1405,1431,1716,1767,1785,1798,1925,1945,1970,2217,2299,2310,2326,2352,2678,2727,2767,2862,2942,3140,3347,3632,3636,3638,3890,3904,4080,448

AFNOR has recommended to ISO adopting an approach enabling it to guarantee – using ISO processes – mid-term convergence between Open Document Format (ODF) and OfficeOpen XML (OOXML), as well as the stabilisation of OOXML on a short-term basis.

Firstly, to restructure the ECMA standard in two parts so as to differentiate between, on the one hand, a core of essential and simple functionalities to be implemented (OOXML-Core) and, on the other hand, all the additional functionalities required for compatibility with the stocks of existing office document files created by numerous users, which will be gathered within a package called OOXML-Extensions. Secondly, AFNOR proposes to take into account a full series of technical comments submitted to the draft in order to make OOXML an ISO document of the highest possible technical and editorial quality. Thirdly, it proposes to attribute to OOXML the status of ISO/TS for three years.   Finally, AFNOR proposes to set up a process of convergence between ISO/IEC 26300 and the OOXML-Core. In order to achieve this, AFNOR will begin the simultaneous revision of ISO/IEC 26300 and of ISO/TS OOXML (subject to the latter being adopted after the aforementioned restructuring), so as to obtain the most universal possible single standard at the end of the convergence process. Any subsequent evolutions will be decided upon at ISO level and no longer at the level of such a group or category of players.

this new draft includes Microsoft's OOXML formats as an acceptable "open format." 

But behind the scenes, things are not quite as rosy. The Commonwealth of Massachusetts, which lived up to its left-leaning credentials (didn't Microsoft CEO Steve Ballmer famously upbraid open-source proponents for being Communists?) broke important ground by mandating that state agencies switch to open-source platforms. There's just one problem: They can't seem to manage the transition. Sources close to the situation tell me that former state CIO Peter Quinn's resignation happened at least in part because of delaying tactics by vendors who publicly support open source but do their best to scuttle it behind the scenes.

From our perspective it would be better to aim for doing the job in ODF 1.2, even if that requires delay. We will oppose ODF 1.2 at ISO unless the interoperability warts are cleaned up. What the market requires is no longer in doubt. See the slides linked above and further presentations linked from this page, < http://ec.europa.eu/idabc/en/document/6474/5935>. Substantial progress toward those goals would seem to be mandatory to maintain Europe's preference for a harmonized set of file formats that uses ODF to provide the common functionality. Delaying commencement of such work enhances the likelihood that governments will tire of waiting for ODF to become interoperable with MS Office and simply go with MOOXML. We may not be able to force Microsoft to participate in the harmonization work, but we will be in a far better position if we have done everything we can in aid of that interoperability without Microsoft's assistance. As the situation stands, we have what is known in the U.S. as a "Mexican stand-off," where neither side has taken a solitary step toward what Europe has requested. We have decided to do that work via a fork of ODF; it is up to this TC whether it wishes to cooperate in that effort.

An intriguing idea is whether we can have it both ways. Suppose you are in an ODF editor and you have a "Save for archiving..." option that would save your ODF document as normal, but also generate a PDF version of it and store it in the zip archive along with ODF's XML streams. Then digitally sign the archive along with a time stamp to make it tamper-proof. You would need to define some additional access conventions, but you could end up with a single document that could be loaded in an ODF editor (in read-only mode) to allow examination of the details of spreadsheet formulas, etc., as well as loaded in a PDF reader to show exactly how it was formated.

First, let me say that I am a CIO in a small (20 employees but growing fast) financial services company. I am well aware of how locked-in I am getting with our MS-only shop. I am trying to see my way out of it, but this "ODF vs ODFF" is leaving me very confused and no one is working to clear the fog. I beg for all parties to really work towards some sort of defined understanding. I don't need cooperation. But, what I don't have is well-defined positions from all parties. As it is, I feel safer staying the course with MS right now, honestly. It's what I know vs the mystery of this "open cloud" and all the bellicose infighting. How's that for "in the trenches" data? I posted a comment on Andy's blog, and I will post the same comment here for your group (minor edits): I will admit to being very, very confused by all of this ODF vs ODFF posturing. I will try to put my current thoughts in short form, but it will be a muddled mess. I warned you! From what I gather, the OpenDocument Foundation (ODFF) is attempting to create more of an interop format for working against a background MS server stack (Exchange/Sharepoint). You worry that MS is further cementing their business lock-in by moving more and more companies into dependency on not only the client-side software but also the MS business stack that has finally evolved into a serious competitive set. At that level, and in your view, the "atomic unit" is the whole document. The encoded content is not of immediate concern. ODF is concerned with the actual document content, which ODFF is prepared to ignore. The "atomic unit" is the bits and parts in the document. They want to break the proprietary encodings that MS has that lock people into MSOffice. The stack is not of any immediate concern. So, unless I misunderstand either camp, ODF is first attacking the client end of the stack, and ODFF is attacking the backbone server end of the stack. The former wants to break the MSOffice monopoly by allowing people to escape those proprietary encodings, and the latter wants to prevent the dependency on server software like Exchange and Sharepoint by allowing MS documents to travel to other destinations than MS "server" products. Is this correct? I have yet to see anyone summarize the differences in any non-partisan way, so I am at a loss and not enough information is forthcoming for me to see what's what. The usual diatribe by people closer to the action is to go into the history of ODF or ODFF, talk about old slights and lost fights, and somehow try to pull at emotional heartstrings so as to gain mindshare. Gary's set of comments on this blog have that flavor. This is childish on both sides. Furthermore, the word "orthogonal" comes to mind. I often see people too busy arguing their POV, and not listening to others, when there is no real argument to keep making. It's apple-and-oranges. ODF vs ODFF seems like they are caught in this trap. Everyone wants to win an argument that has no possible win because the participants are not arguing about the same thing. Tell me: Why can't the two parties get along? I can see a "cooperative" that attacks the entire stack. Am I the only one seeing this? Am I wrong? If yes, what's the fundamental difference that prevents cooperation?

There were 5 successive Roundtables.  Each roundtable was led by 5 short presentations before the topic was opened to the floor for general discussion.  The first roundtable focused on "What is ODF, and why are open document standards important". There were many questions regarding how open standards affect competition and innovation, whether ODF is in fact the best standard, issues of archiving and interoperability with ODF as well as how ODF addresses/will address concerns of accessibility for disabled persons. The second Roundtable discussed how various software developers were responding to ODF and the third roundtable focused on whether governments or non-governmental and consumer organizations should systematically use procurement policy to promote ODF.  The following roundtable was a lively discussion on whether national or global "agreements" can play a role in promoting ODF and how.  During that roundtable as well as the last one on "Reflections and next steps", there were discussions of future work and strategies on ODF in a new international forum, the Internet Governance Forum (IGF) to be held in Athens, Greece, October 30 - November 3, 2006.