Software Release Practice HOWTO
 Eric S. Raymond <[email protected]>
 1.0, 21 November 1998

 This HOWTO describes good release practices for Linux open-source pro�
 jects.  By following these practices, you will make it as easy as pos�
 sible for users to build your code and use it, and for other develop�
 ers to understand your code and cooperate with you to improve. This
 document is a must-read for novice developers.  Experienced developers
 should review it when they are about to release a new project.  It
 will be revised periodically to reflect the evolution of good-practice
 standards.
 ______________________________________________________________________

 Table of Contents


 1. Introduction

    1.1 Why this document?
    1.2 New versions of this document

 2. Good project- and archive- naming practice

    2.1 Use GNU-style names with a stem and major.minor.patch numbering.
    2.2 Try hard to choose a name prefix that is unique and easy to type

 3. Good development practice

    3.1 Write either pure ANSI C or a portable scripting language
    3.2 Follow good C portability practices
    3.3 Use autoconf/automake/autoheader
    3.4 Sanity-check your code before release

 4. Good distribution-making practice

    4.1 Make sure tarballs always unpack into a single new directory
    4.2 Have a README
    4.3 Respect and follow standard file naming practices

 5. Good communication practice

    5.1 Announce to c.o.l.a
    5.2 Announce to a relevant topic newsgroup
    5.3 Have a website
    5.4 Host project mailing lists
    5.5 Release to major archives
    5.6 Provide RPMs


 ______________________________________________________________________

 1.  Introduction


 1.1.  Why this document?

 There is a large body of good-practice traditions for open-source code
 that helps other people port, use, and cooperate with developing it.
 Some of these conventions are traditional in the Unix world and
 predate Linux; others have developed recently in response to
 particular new tools and technologies such as the World Wide Web.

 This document will help you learn good practice.  It is organized into
 topic sections, each containing a series of checklist items.  Think of
 these as a pre-flight checklist for your distribution.
 1.2.  New versions of this document

 This document will be posted monthly to the newsgroups
 comp.os.linux.answers . The document is archived on a number of Linux
 FTP sites, including sunsite.unc.edu in pub/Linux/docs/HOWTO.

 You can also view the latest version of this HOWTO on the World Wide
 Web via the URL  <http://sunsite.unc.edu/LDP/HOWTO/Software-Release-
 Practice.html>.

 Feel free to mail any questions or comments about this HOWTO to Eric
 S. Raymond, [email protected] <mailto:[email protected]>.


 2.  Good project- and archive- naming practice

 As the load on maintainers of archives like Sunsite, the PSA site and
 CPAN increases, there is an increasing trend for submissions to be
 processed partly or wholly by programs (rather than entirely by a
 human).

 This makes it more important for project and archive-file names to fit
 regular patterns that computer programs can parse and understand.


 2.1.  Use GNU-style names with a stem and major.minor.patch numbering.

 It's helpful to everybody if your archive files all have GNU-like
 names -- all-lower-case alphanumeric stem prefix, followed by a dash,
 followed by a version number, extension, and other suffixes.

 Let's suppose you have a project you call `foobar' at version 1,
 release 2, level 3.  If it's got just one archive part (presumably the
 sources), here's what its names should look


    foobar-1.2.3.tar.gz
       The source archive


    foobar.lsm
       The LSM file (asuming you're submitting to Sunsite).


 Please don't use these:


    foobar123.tar.gz
       This looks to many programs like an archive for a project
       called`foobar123' with no version number.


    foobar1.2.3.tar.gz
       This looks to many programs like an archive for a project called
       `foobar1' at version 2.3.


    foobar-v1.2.3.tar.gz
       Many programs think this goes with a project called `foobar-v1'.


    foo_bar-1.2.3.tar.gz
       The underscore is hard for people to speak, type, and remember



    FooBar-1.2.3.tar.gz
       Unless you like looking like a marketing weenie.  This is also
       hard for people to speak, type, and remember.

 If you have to differentiate between source and binary archives, or
 between different kinds of binary, or express some kind of build
 option in the file name, please treat that as a file extension to go
 after the version number. That is, please do this:


    foobar-1.2.3.src.tar.gz
       sources


    foobar-1.2.3.bin.tar.gz
       binaries, type not specified


    foobar-1.2.3.bin.ELF.tar.gz
       ELF binaries


    foobar-1.2.3.bin.ELF.static.tar.gz
       ELF binaries statically linked


    foobar-1.2.3.bin.SPARC.tar.gz
       SPARC binaries

 Please don't use names like `foobar-ELF-1.2.3.tar.gz', because
 programs have a hard time telling type infixes (like `-ELF') fromn the
 stem.

 A good general form of name has these parts in order:


 1. project prefix

 2. dash

 3. version number

 4. dot

 5. "src" or "bin" (optional)

 6. dot or dash (dot preferred)

 7. binary type and options (optional)

 8. archiving and compression extensions


 2.2.  Try hard to choose a name prefix that is unique and easy to type

 The stem prefix should be common to all a project's files, and it
 should be easy to read, type, and remember.  So please don't use
 underscores.  And don't capitalize or BiCapitalize without extremely
 good reason -- it messes up the natural human-eyeball search order and
 looks like some marketing weenie trying to be clever.

 It confuses people whe twon different projects have the same stem
 name.  So try to check for collisions before your first release.  A
 good place to check is the index file of Sunsite
 <http://sunsite.unc.edu/pub/Linux>.

 3.  Good development practice

 Most of these are concerned with ensuring portability, not only across
 Linuxes but to other Unixes as well.  Being portable to other Unixes
 is not just a worthy form of professionalism and hackerly politeness,
 it's valuable insurance against future changes in Linux itself.

 Finally, other people will try to build your code on non-Linux
 systems; portability minimizes the number of annoying perplexed email
 messages you will get.


 3.1.  Write either pure ANSI C or a portable scripting language

 For portability and stability, you should write either in ANSI C or a
 scripting language that is guaranteed portable because it has just one
 cross-platform implementation.

 Scripting languages that qualify include Python, Perl, Tcl, and Emacs
 Lisp.  Plain old shell does not qualify; there are too many different
 implementations with subtle idiosyncracies, and the shell environment
 is subject to disruption by user customizations such as shell aliases.

 Java holds promise as a portable language, but the Linux-available
 implementations are still scratchy and poorly integrated with Linux.
 Java is still a bleeding-edge choice, though one likely to become more
 popular as it matures.


 3.2.  Follow good C portability practices

 If you are writing C, do feel free to use the full ANSI features --
 including function prototypes, which will help you spot cross-module
 inconsistancies.  The old-style K&R compilers are history.

 On the other hand, do not assume that GCC-specific features such as
 the `-pipe' option or nested functions are available.  These will come
 around and bite you the second somebody ports to a non-Linux, non-GCC
 system.


 3.3.  Use autoconf/automake/autoheader

 If you're writing C, use autoconf/automake/autoheader to handle
 portability issues, do system-configuration probes, and tailor your
 makefiles.  People building from sources today expect to be able to
 type "configure; make" and get a clean build -- and rightly so.


 3.4.  Sanity-check your code before release

 If you're writing C, test-compile with -Wall and clean up the errors
 at least once before each release.  This catches a surprising number
 of errors.  For real thoroughness, compile with -pedantic as well.

 If you're writing Perl, check your code with perl -c, perl -w, and
 perl -T before each release (see the Perl documentation for
 discussion).


 4.  Good distribution-making practice

 These guidelines describe how your distribution should look when
 someone downloads, retrieves and unpacks it.


 4.1.  Make sure tarballs always unpack into a single new directory

 The single most annoying mistake newbie developers make is to build
 tarballs that unpack the files and directories in the distribution
 into the current directory, potentially stepping on files already
 located there.  Never do this!

 Instead, make sure your archive files all have a common directory part
 named after the project, so they will unpack into a single top-level
 directory directly beneath the current one.

 Here's a makefile trick that, assuming your distribution directory is
 named `foobar' and SRC contains a list of your distribution files,
 accomplishes this.  It requires GNU tar 1.13


 VERS=1.0
 foobar-$(VERS).tar.gz:
         tar --name-prefix='foobar-$(VERS)/' -czf foobar-$(VERS).tar.gz $(SRC)



 If you have an older tar program, do something like this:


 foobar-$(VERS).tar.gz:
         @ls $(SRC) | sed s:^:foobar-$(VERS)/: >MANIFEST
         @(cd ..; ln -s foobar foobar-$(VERS))
         (cd ..; tar -czvf foobar/foobar-$(VERS).tar.gz `cat foobar/MANIFEST`)
         @(cd ..; rm foobar-$(VERS))




 4.2.  Have a README

 Have a file called README or READ.ME that is a roadmap of your source
 distribution.  By ancient convention, this is the first file intrepid
 explorers will read after unpacking the source.

 Good things to have in the README include:


 �  A brief description of the project.

 �  A pointer to the project website (if it has one)

 �  Notes on the developer's build environment and potential
    portability problems.

 �  A roadmap describing important files and subdirectories.

 �  Either build/installation instructions or a pointer to a file
    containing same (usually INSTALL).

 �  Either a maintainers/credits list or a pointer to a file containing
    same (usually CREDITS).

 �  Either recent project news or a pointer to a file containing same
    (usually NEWS).


 4.3.  Respect and follow standard file naming practices

 Before even looking at the README, your intrepid explorer will have
 scanned the filenames in the top-level directory of your unpacked
 distribution.  Those names can themselves convey information.  By
 adhering to certain standard naming practices, you can give the
 explorer valuable clues about what to look in next.

 Here are some standard top-level file names and what they mean.  Not
 every distribution needs all of these.


    README or READ.ME
       the roadmap file, to be read first


    INSTALL
       configuration, build, and installation instructions


    CREDITS
       list of project contributers


    NEWS
       recent project news


    HISTORY
       project history


    COPYING
       project license terms (GNU convention)


    LICENSE
       project license terms


    MANIFEST
       list of files in the distribution


    FAQ
       plain-text Frequently-Asked-Questions document for the project


    TAGS
       generated tag file for use by Emacs or vi

 Note the overall convention that filenames with all-caps names are
 human-readable metainformation about the package, rather than build
 components.


 5.  Good communication practice

 Your software won't do the world much good if nobody but you knows it
 exists.  Also, developing a visible presence for the project on the
 Internet will assist you in recruiting users and co-developers.  Here
 are the standard ways to do that.


 5.1.  Announce to c.o.l.a

 Announce new releases to comp.os.linux.announce
 <news:comp.os.linux.announce>.  Besides being widely read itself, this
 group is a major feeder for web-based what's-new sites like Freshmeat
 <http://www.freshmeat.net>.
 5.2.  Announce to a relevant topic newsgroup

 Find USENET topics group directly relevant to your application, and
 announce there as well.  Post only where the function of the code is
 relevant, and exercise restraint.

 If (for example) you are releasing program written in Perl that
 queries IMAP servers, you should certainly post to comp.mail.imap.
 But you should probably not post to comp.lang.perl unless the program
 is also an instructive example of cutting-edge Perl techniques.

 Your announcement should include the URL of a project website.


 5.3.  Have a website

 If you intend try to build any substantial user or developer community
 around your project, it should have a website.  Standard things to
 have on the website include:

 �  The project charter (why it exists, who the audience is, etc).

 �  Download links for the project sources.

 �  Instructions on how to join the project mailing list(s).

 �  A FAQ (Frequently Asked Questions) list.

 �  HTMLized versions of the project documentation

 �  Links to related and/or competing projects.

 Some project sites even have URLs for anonymous access to the master
 source tree.


 5.4.  Host project mailing lists

 It's standard practice to have a private development list through
 which project collaborators can communicate and exchange patches.  You
 may also want to have an announcements list for people who want to be
 kept informed of the project's process


 5.5.  Release to major archives

 For the last several years, the Sunsite archive
 <http://www.sunsite/unc.edu/pub/Linux/> has been the most important
 interchange location for Linux software.

 Other important locations include:


 �  the Python Software Activity <http://www.python.org> site (for
    software written in Python).

 �  the CPAN <http://language.perl.com/CPAN>, the Comprehensive Perl
    Archive Network, (for software written in Perl).


 5.6.  Provide RPMs

 The de-facto standard format for installable binary packages is that
 used by the Red Hat Package manager, RPM.  It's featured in the most
 popular Linux distribution, and supported by effectively all other
 Linux distributions (except Debian a Slackware).
 Accordingly, it's a good idea for your project site to provide
 installable RPMs as well as source tarballs.