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You must admire their tenacity. Gary Edwards and the pseudonymous "Marbux". The mythology of Silicon Valley is filled with stories of two guys and a garage founding great enterprises. And here we have two guys, and through blogs, interviews, and constant attendance at conferences, they have become some of the most-heard voices on ODF. Maybe it is partly due to the power of the name? The "OpenDocument Foundation" sounds so official. Although it has no official role in the ODF standard, this name opens doors. The ODF Alliance , the ODF Fellowship, the OASIS ODF TC, ODF Adoption TC (and many other groups without "ODF" in their name) have done far more to promote and improve ODF, yet the OpenDocument Foundation, Inc. seems to score the panel invites. Not bad for two guys without a garage.

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.

This seems to me to be a turning point for the creation of global standards. Microsoft was invited to be part of the original ODF Technical Committee in OASIS, and chose to stand aside. That committee tried to do its best to make the standard work well with Office, but was naturally limited in that endeavor by Microsoft's unwillingness to cooperate. This, of course, made it easier for Microsoft to later claim a need for OOXML to be adopted as a standard, in order to "better serve its customers." The refusal by an incumbent to participate in an open standards process is certainly its right, but it is hardly conduct that should be rewarded by a global standards body charged with watching out for the best interests of all.

The format war between Microsoft’s Open Office XML (OOXML) and the open source OpenDocument Format (ODF) has flared up again, right before the looming second OOXML ISO vote in March.

“ISO has a policy that, wherever possible, there should only be one standard to maximise interoperability and functionality. We have an international standard for digital documentation, ODF,” IBM’s local government programs executive Kaaren Koomen told AustralianIT.

ODF has garnered some criticism for being a touch limited in scope, however, one of its strengths is that it has already been accepted as a worldwide ISO standard. Microsoft’s format on the other hand, has been criticised for being partially proprietary, and even a sly attempt by the software giant to hedge its bets and get in on open standards while keeping as many customers locked into its solutions as possible.

So your goal is a networked world where metadata is routinely trashed by apps developed by those who are too dumb or otherwise disabled to preserve metadata and only the big boys get to do interoperability, right? So if I send you a document for your editing, I can't count on getting it back with xml:id attributes intact. No thanks, Patrick. That sounds way too much like how things have worked ever since office productivity software first came on the market. In your world, interoperability belongs only to those who can map features 1:1 with the most featureful apps. And that is precisely why OpenDocument never should have been approved as a standard. Your kind of interoperability makes ODF a de facto Sun Microsystems standard wearing the clothing of a de jure standard. Why not just standardize the whole world on Microsoft apps and be done with it? Are two monopolies maintained by an interoperability barrier between them better than one? Fortunately, we don't have to debate the issue because the Directives resolve the issue. You lose under the rules of the game.

What’s distinctive about the goals of OOXML? Primarily, to have full fidelity with pre-existing binary documents created in Microsoft Office. “What people want is to make sure that their billions of important documents can be saved in a format where they don’t lose any information. As a design goal, we said that those formats have to represent all the information that enables high-fidelity migration from the binary formats”, says Paoli. He mentions work with institutions including the British Library and the US Library of Congress, concerned to preserve the information in their electronic archive. I asked Paoli if such users could get equally good fidelity by converting their documents to ODF. “Absolutely not,” he says. “I am very clear on that. Those two formats are done for different reasons.” What can go wrong? Paoli gives as an example the myriad ways borders can be drawn round tables in Microsoft Office and all its legacy versions. “There are 100 ways to draw the lines around a table,” he says. “The Open XML format has them all, but ODF which has not been designed for backward compatibility, does not have them. It’s really the tip of the iceberg. So if someone translates a binary document with a table to ODF, you will lose the framing details. That is just a very small example.”

“Open Document Format and Office Open XML have very different goals”, says Paoli, responding to the claim that the world needs only one standard XML format for office documents. “Both of them are formats for documents … both are good.”

Another benefit Paoli claims for OOXML is performance. “A lot of things are designed differently because we believe it will work faster. The spreadsheet format has been designed for very big spreadsheets because we know our users, especially in the finance industry, use very large spreadsheets.

Harmonisation It is interesting that the ODF Alliance quotes Tim Bray that the world doesn’t need another way to express basic typesetting features. If it is so important, why didn’t ODF just adopt W3C CSS or ISO DSSSL conventions? Why did they adopt the odd automatic styles mechanism which no other standard uses? Now I think the ODF formating conventions are fine, and automatic styles are a good idea. But there is more than one way to make an omlette, and a good solution space is good for users. My perspective is that harmonisation (which will take multiple forms: modularity, pluralism, base sets, extensions, mappings, round-trippability, feature-matching, convergence of component vocabularies, etc, not just the simplistic common use of a common syntax) will be best achieved by continued user pressure, both on MS and the ODF side, within a forum where neither side can stymie the legitimate needs of other.

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.

“ODF represents laudable design and standards work. It’s a clean and useful design, but it’s appropriate mostly for relatively unusual scenarios in which full Microsoft Office file format fidelity isn’t a requirement. Overall, ODF addresses only a subset of what most organizations do with productivity applications today.” The report continues: “ODF is insufficient for complex real-world enterprise requirements, and it is indirectly controlled by Sun Microsystems, despite also being an ISO standard. It’s possible that IBM, Novell, and other vendors may be able to put ODF on a more customer-oriented trajectory in the future and more completely integrate it with the W3C content model, but for now ODF should be seen as more of an anti-Microsoft political statement than an objective technology selection.”

So I think users need to understand, very clearly, that an ODF document/app of *either* conformance class has an EXTREMELY WEAK CLAIM TO INTEROPERABILITY. The "pure ODF conformance" sticker would be at best valueless and at worst positively misleading. So what I'd like to see is some real effort from the TC going into resolving this problem ...

The question we should be asking is why State CIO's and IT divisions are not backing the legislative proposals? It's not the lobbying that is killing ODF. It's the lack of support from those who would have been left with the challenge of implementing ODF solutions. The silence of the CIO's is deafening. There are three quotes i've seen batted about that pretty much say it all:

Microsoft has created its own proprietary document format, Office Open XML (OOXML), as a rival to the community-developed OpenDocument Format (ODF). OOXML is used in Microsoft's latest applications suite, Office 2007. Despite some efforts by the two camps, ODF and OOXML are, for the most part, not interoperable, meaning documents that are created in one format cannot be successfully read by applications based on the other format. According to Novell's vice president of developer platforms, Miguel de Icaza, the situation won't change in the foreseeable future. Want to know more? For all the latest news, analysis and opinion on open source, click here "There's no end in sight to the ongoing disputes between the two camps," said de Icaza, speaking at XML 2007, a Microsoft-sponsored event, on Tuesday. "In 2006, there was lots of FUD [fear, uncertainty and doubt] about the problems behind OOXML and it went downhill from there," Icaza said. "Neither group is willing to make the big changes required for real compatibility," de Icaza added.

The proposed discussion list name is "oiic-formation". (2) A preliminary statement of scope for the TC whose formation the list is intended to discuss. It is the intent of the ODF Implementation, Interoperability and Conformance (IIC) TC to provide a means for software implementors and service providers to create applications which adhere to the ODF specification and are able to interoperate. As such, the purpose of the IIC TC includes the following:

It is the intent of the ODF Implementation, Interoperability and Conformance (IIC) TC to provide a means for software implementors and service providers to create applications which adhere to the ODF specification and are able to interoperate. As such, the purpose of the IIC TC includes the following: 1. To publish test suites of ODF for applications of ODF to check their conformance with the Standard and to confirm their interoperability; 2. To provide feedback, where necessary, to the ODF TC on ways in which the standard could improve interoperability; 3. To produce a set of implementation guidelines; 4. To define interoperability with related standards by the creation of profiles or technical reports; 5. To coordinate, in conjunction with the ODF Adoption TC, OASIS InterOp demos related to ODF; The IIC TC may also liaise with other standard bodies whose work is leveraged in present or future ODF specifications. These include, but are not limited to, the W3C and ISO/IEC JTC1/SC34.

1. To publish test suites of ODF for applications of ODF to check their conformance with the Standard and to confirm their interoperability; 2. To provide feedback, where necessary, to the ODF TC on ways in which the standard could improve interoperability; 3. To produce a set of implementation guidelines; 4. To define interoperability with related standards by the creation of profiles or technical reports; 5. To coordinate, in conjunction with the ODF Adoption TC, OASIS InterOp demos related to ODF; The IIC TC may also liaise with other standard bodies whose work is leveraged in present or future ODF specifications. These include, but are not limited to, the W3C and ISO/IEC JTC1/SC34.

The second issue we had feedback on was an interest in the mapping from the binary formats into the Open XML formats. The thought here was that the most effective way to help people with this was to create an open source translation project to allow binary documents (.doc; .xls; .ppt) to be translated into Open XML. So we proposed the creation of a new open source project that would map a document written using the legacy binary formats to the Open XML formats. TC45 liked this suggestion, and here was the TC45 response to the national body comments: We believe that Interoperability between applications conforming to DIS 29500 is established at the Office Open XML-to- Office Open XML file construct level only.

if you actually read the Ecma response, you'll see that TC45's position is actually quite the opposite. Harmonization is not as simple as just adding a few tags here and there. It's going to be a lot of hard work, and the German Standard Body (DIN) is already working on the first step, which is to identify the differences. This isn't something to take lightly. Here is Ecma's full response to this issue (emphasis added): There are currently several XML-based document formats in use, each designed to address a different set of goals or requirements. These include ISO/IEC IS 26300 (ODF), China's UOF, and ECMA-376 (DIS 29500 – Open XML). All these formats have numerous implementations in multiple tools and multiple platforms (Linux, Windows, Mac OS, hand-held devices). The Ecma Response Document from the Fast Track 30-Day contradiction phase for DIS29500 addressed the question of harmonization by explaining the differences between the ODF and Open XML formats as follows:

Fortunately for Microsoft, the DaVinci plugin is coming, which will enable Microsoft office applications to comply with ISO 26300. We all understand the financial issues that prompted the push to make OOXML a standard (see Tim's comment above and http://lnxwalt.wordpress.com/2007/01/21/whose-finances-are-on-the-line/ for more on this) and ensure continued vendor lock-in. However, OOXML is not the answer.

ODF can handle everything and anything Microsoft Office can throw at it. Including the legacy billions of binary documents, years of MSOffice bound business processes, and even tricky low level reaching add-ons represented by assistive technologies.

This fight is a distraction. Recognize both formats as legacy defacto standards and move on. This is actually a very common precursor in a standards process. CDF provides an opportunity to do the job right. People should not be translating OOXML into ODF, there simply isn't the value there. It is much more likely that OOXML will be a live format in twenty years time than ODF. We have a common standards based document language today - HTML. OK so I have a bias here but there is much more HTML than anything else. HTML is just a document format and it is somewhat presentation oriented but modern XHTML is changing those problems.

The problem for "you" is that Microsoft is the one who has 400 million or so installs of the dominant de facto office suite in the planet. "You" can either try to get them to play nice with you by applying pressure intelligently, or you can organize an exciting jihad to stick it to them. In a make-believe world where companies choose technology based on, well, technical merits and openness, the second approach will usually work. In the real world though, the former option would have been a better idea. But when you have well-paid shills like Rob Weir (courtesy of IBM) and his co-religionists who rarely take a break from hating Microsoft (except for lame attempts at making fun [robweir.com] of Microsoft) it's difficult to get away from the join-us-or-die approach. It just feels so right, I guess. I'm going OT here but seriously, Weir is just the cat's meow. Every single time Microsoft has challenged his hyperbolic rants and outright lies he's essentially ignored them or just penned some more. He thinks the OpenDocument Foundation is an irrelevant fly-by-night fanboy club (which I guess is possible), but he has no problem quoting obscure African groups [robweir.com] and his groupie bloggers to prop up his "Microsoft is evil and Office sucks and remember, IBM had nothing to do with this post" arguments. If the man spent 1/10th as much time writing some code or documentation as he does bitching about the Office toolbar buttons, ODF would have conquered the world by now. With people like that at the helm it's not difficult to see why a document format controlled by a single company and an elite group of testy technorati has gotten to where it is now. Not that I think OOXML is a particularly good idea, but at least there's someone out there with the balls to point out that the emperor is buck naked. I guess they better get ready for the DoS attacks, hate mail and death threats.

Blame Sun for this. Sounds like a populist position, or maybe troll flamebait. I'll be generous and assume the former, despite the fact your post seems like a digest from an anti-ODF briefing paper. Disclosure: My job [sun.com] includes the task of receiving complaints about Sun and trying to get Sun to fix whatever causes the problem. If you have proof of any of your accusations, let me know. I may have some of my facts wrong below as I'm working from memory; I'd welcome correction. With a few small additions, ODF could have supported Office formats as well, but Sun would not allow this. That is indeed the constant assertion that the three guys who comprise the Foundation make. However, I have personally asked members of the ODF working group at OASIS and they tell me its not so. The Foundation guys wanted to add structures to ODF to preserve untranslateable tags in translated documents so they could be regenerated on the reverse translation. Sounds OK at first glance, but in practice it results in very brittle software solutions that work well in demos but not in real life. The proposal was thus rejected by the whole working group (not just the Sun employees). Rejected, that is, in conversation. A complete solution was never proposed for voting. To say Sun would not allow it ignores the actual dynamic of the working group (see below). Their policy is that ODF will support what is needed for StarOffice, and nothing more. Naturally every member of a standards group in the traditional standards process is looking out for the code base where they implement a standard, and will have serious questions of any feature that they regard as unimplementable. The features actually put to a vote by the guys from the Foundation would have resulted in very brittle implementations, highly dependent on the version of MS Office with which they were coupled. It may have been possible to come up with a solution that reduced this problem, but the discussion was not sustained. The assertion you make is not true in the general case.They control the ODF technical committee Untrue. The ODF TC [oasis-open.org] can have no more than three members from any one organisation and is not under the control of any organisation. The Foundation guys actually flaunted that rule at one point and sent many, many more representatives - OASIS had to step in to fix it. That intervention is one of the issues they have with OASIS, in fact. Sun happens to employ the people who act as Chair and Secretary to the TC but the voting remains democratic.and their patent license allows them to stop the ODF TC if the ODF TC goes in a direction Sun does not like. I've heard that interpretation of the patent non-assert covenant [oasis-open.org] that Sun has made regarding ODF, but it's untrue. Sun covenants not to enforce any patents against ODF implementations based on any spec it participates in. To the extent that versions of the spec after Sun's departure are based on version in which Sun was involved, that covenant remains in effect even in the unlikely event of Sun leaving the TC. Sun can't stop the TC from continuing its work. Are you relaying this all as hearsay, or do you actually have data to back up your accusations? If you have, I'd like to see it (genuinely).

Opponents to OOXML, which include IBM (Quote) and the Open Document Foundation, have argued that Microsoft's specifications are unwieldy and that the standard application is redundant with the Open Document Format (ODF), which already exists. Microsoft has countered that the OOXML format is valuable because it is closer to Office 2007 and is backwards-compatible with older versions of Office. "Although both ODF and Open XML are document formats, they are designed to address different needs in the marketplace," the company wrote in an open letter published earlier this month.

The commission said that as part of its antitrust investigation into interoperability with Microsoft Office it will investigate whether the announced support of ODF in Office leads to better interoperability and allows consumers to process and exchange their documents with the software product of their choice. Kroes said on Tuesday that the commission keeps a close eye on interoperability and said the market should have the right balance of non-propriety and propriety standards. 'Standards are the foundation of interoperability'. 'Standards may, of course, be proprietary or non-proprietary. Much excellent technical development has been driven by non-proprietary standards - the internet is awash with acronyms for non-proprietary standards: HTTP, HTML and XML'.

Oh, my. Both IBM and Sun voted for the proposal that broke the Foundation's plugin that was going to add full-fidelity native ODF file support to Microsoft Office. So it's sounding to me like at least two of the TC members who voted for the Sun/KOffice proposal didn't check in with the ECIS lawyer before they broke interoperability with Microsoft Office. Do you think Microsoft won't use this evidence in the DG Competition antitrust proceeding, Michael? Let's see, you guys are prosecuting Microsoft for not supporting ODF in Microsoft Office while you block Microsoft Office from supporting ODF. Yeah, I think DG Competition is going to hear about this one from Microsoft. They'll probably hear about what you said about compatibility being a trade off too. Oh, yeah. Microsoft's lawyers are going to love this. Look at the ECIS public statement about interoperability's importance.