Why This Document?
As editor of the Jargon File and author of a few other well-known documents of similar nature, I often get email requests from enthusiastic network newbies asking (in effect) "how can I learn to be a wizardly hacker?". Back in 1996 I noticed that there didn't seem to be any other FAQs or web documents that addressed this vital question, so I started this one. A lot of hackers now consider it definitive, and I suppose that means it is. Still, I don't claim to be the exclusive authority on this topic; if you don't like what you read here, write your own.
If you are reading a snapshot of this document offline, the current version lives at http://catb.org/~esr/faqs/hacker-howto.html.
Note: there is a list of Frequently Asked Questions at the end of this document. Please read these—twice—before mailing me any questions about this document.
Numerous translations of this document are available: Arabic Belorussian Chinese (Simplified), Danish, Dutch, Estonian, German, Greek Italian Hebrew, Norwegian, Portuguese (Brazilian), Romanian Spanish, Turkish, and Swedish. Note that since this document changes occasionally, they may be out of date to varying degrees.
The five-dots-in-nine-squares diagram that decorates this document is called a
glider. It is a simple pattern with some surprising properties in a mathematical simulation called Life that has fascinated hackers for many years. I think it makes a good visual emblem for what hackers are like — abstract, at first a bit mysterious-seeming, but a gateway to a whole world with an intricate logic of its own. Read more about the glider emblem here.
The Jargon File contains a bunch of definitions of the term ‘hacker’, most having to do with technical adeptness and a delight in solving problems and overcoming limits. If you want to know how to
become a hacker, though, only two are really relevant.
There is a community, a shared culture, of expert programmers and networking wizards that traces its history back through decades to the first time-sharing minicomputers and the earliest ARPAnet experiments. The members of this culture originated the term ‘hacker’. Hackers built the Internet. Hackers made the Unix operating system what it is today. Hackers run Usenet. Hackers make the World Wide Web work. If you are part of this culture, if you have contributed to it and other people in it know who you are and call you a hacker, you're a hacker.
The hacker mind-set is not confined to this software-hacker culture. There are people who apply the hacker attitude to other things, like electronics or music — actually, you can find it at the highest levels of any science or art. Software hackers recognize these kindred spirits elsewhere and may call them ‘hackers’ too — and some claim that the hacker nature is really independent of the particular medium the hacker works in. But in the rest of this document we will focus on the skills and attitudes of software hackers, and the traditions of the shared culture that originated the term ‘hacker’.
There is another group of people who loudly call themselves hackers, but aren't. These are people (mainly adolescent males) who get a kick out of breaking into computers and phreaking the phone system. Real hackers call these people ‘crackers’ and want nothing to do with them. Real hackers mostly think crackers are lazy, irresponsible, and not very bright, and object that being able to break security doesn't make you a hacker any more than being able to hotwire cars makes you an automotive engineer. Unfortunately, many journalists and writers have been fooled into using the word ‘hacker’ to describe crackers; this irritates real hackers no end.
The basic difference is this: hackers build things, crackers break them.
If you want to be a hacker, keep reading. If you want to be a cracker, go read the alt.2600 newsgroup and get ready to do five to ten in the slammer after finding out you aren't as smart as you think you are. And that's all I'm going to say about crackers.
- 1. The world is full of fascinating problems waiting to be solved.
- 2. No problem should ever have to be solved twice.
- 3. Boredom and drudgery are evil.
- 4. Freedom is good.
- 5. Attitude is no substitute for competence.
Hackers solve problems and build things, and they believe in freedom and voluntary mutual help. To be accepted as a hacker, you have to behave as though you have this kind of attitude yourself. And to behave as though you have the attitude, you have to really believe the attitude.
But if you think of cultivating hacker attitudes as just a way to gain acceptance in the culture, you'll miss the point. Becoming the kind of person who believes these things is important for
you — for helping you learn and keeping you motivated. As with all creative arts, the most effective way to become a master is to imitate the mind-set of masters — not just intellectually but emotionally as well.
Or, as the following modern Zen poem has it:
    To follow the path:
    look to the master,
    follow the master,
    walk with the master,
    see through the master,
    become the master.
So, if you want to be a hacker, repeat the following things until you believe them:
1. The world is full of fascinating problems waiting to be solved.
Being a hacker is lots of fun, but it's a kind of fun that takes lots of effort. The effort takes motivation. Successful athletes get their motivation from a kind of physical delight in making their bodies perform, in pushing themselves past their own physical limits. Similarly, to be a hacker you have to get a basic thrill from solving problems, sharpening your skills, and exercising your intelligence.
If you aren't the kind of person that feels this way naturally, you'll need to become one in order to make it as a hacker. Otherwise you'll find your hacking energy is sapped by distractions like sex, money, and social approval.
(You also have to develop a kind of faith in your own learning capacity — a belief that even though you may not know all of what you need to solve a problem, if you tackle just a piece of it and learn from that, you'll learn enough to solve the next piece — and so on, until you're done.)
2. No problem should ever have to be solved twice.
Creative brains are a valuable, limited resource. They shouldn't be wasted on re-inventing the wheel when there are so many fascinating new problems waiting out there.
To behave like a hacker, you have to believe that the thinking time of other hackers is precious — so much so that it's almost a moral duty for you to share information, solve problems and then give the solutions away just so other hackers can solve
new problems instead of having to perpetually re-address old ones.
Note, however, that "No problem should ever have to be solved twice." does not imply that you have to consider all existing solutions sacred, or that there is only one right solution to any given problem. Often, we learn a lot about the problem that we didn't know before by studying the first cut at a solution. It's OK, and often necessary, to decide that we can do better. What's not OK is artificial technical, legal, or institutional barriers (like closed-source code) that prevent a good solution from being re-used and
force people to re-invent wheels.
(You don't have to believe that you're obligated to give
all your creative product away, though the hackers that do are the ones that get most respect from other hackers. It's consistent with hacker values to sell enough of it to keep you in food and rent and computers. It's fine to use your hacking skills to support a family or even get rich, as long as you don't forget your loyalty to your art and your fellow hackers while doing it.)
3. Boredom and drudgery are evil.
Hackers (and creative people in general) should never be bored or have to drudge at stupid repetitive work, because when this happens it means they aren't doing what only they can do — solve new problems. This wastefulness hurts everybody. Therefore boredom and drudgery are not just unpleasant but actually evil.
To behave like a hacker, you have to believe this enough to want to automate away the boring bits as much as possible, not just for yourself but for everybody else (especially other hackers).
(There is one apparent exception to this. Hackers will sometimes do things that may seem repetitive or boring to an observer as a mind-clearing exercise, or in order to acquire a skill or have some particular kind of experience you can't have otherwise. But this is by choice — nobody who can think should ever be forced into a situation that bores them.)
Hackers are naturally anti-authoritarian. Anyone who can give you orders can stop you from solving whatever problem you're being fascinated by — and, given the way authoritarian minds work, will generally find some appallingly stupid reason to do so. So the authoritarian attitude has to be fought wherever you find it, lest it smother you and other hackers.
(This isn't the same as fighting all authority. Children need to be guided and criminals restrained. A hacker may agree to accept some kinds of authority in order to get something he wants more than the time he spends following orders. But that's a limited, conscious bargain; the kind of personal surrender authoritarians want is not on offer.)
Authoritarians thrive on censorship and secrecy. And they distrust voluntary cooperation and information-sharing — they only like ‘cooperation’ that they control. So to behave like a hacker, you have to develop an instinctive hostility to censorship, secrecy, and the use of force or deception to compel responsible adults. And you have to be willing to act on that belief.
5. Attitude is no substitute for competence.
To be a hacker, you have to develop some of these attitudes. But copping an attitude alone won't make you a hacker, any more than it will make you a champion athlete or a rock star. Becoming a hacker will take intelligence, practice, dedication, and hard work.
Therefore, you have to learn to distrust attitude and respect competence of every kind. Hackers won't let posers waste their time, but they worship competence — especially competence at hacking, but competence at anything is valued. Competence at demanding skills that few can master is especially good, and competence at demanding skills that involve mental acuteness, craft, and concentration is best.
If you revere competence, you'll enjoy developing it in yourself — the hard work and dedication will become a kind of intense play rather than drudgery. That attitude is vital to becoming a hacker.
- 1. Learn how to program.
- 2. Get one of the open-source Unixes and learn to use and run it.
- 3. Learn how to use the World Wide Web and write HTML.
- 4. If you don't have functional English, learn it.
The hacker attitude is vital, but skills are even more vital. Attitude is no substitute for competence, and there's a certain basic toolkit of skills which you have to have before any hacker will dream of calling you one.
This toolkit changes slowly over time as technology creates new skills and makes old ones obsolete. For example, it used to include programming in machine language, and didn't until recently involve HTML. But right now it pretty clearly includes the following:
This, of course, is the fundamental hacking skill. If you don't know any computer languages, I recommend starting with Python. It is cleanly designed, well documented, and relatively kind to beginners. Despite being a good first language, it is not just a toy; it is very powerful and flexible and well suited for large projects. I have written a more detailed evaluation of Python. Good tutorials are available at the Python web site.
I used to recommend Java as a good language to learn early, but this critique has changed my mind (search for
“The Pitfalls of Java as a First Programming Language†within it). A hacker cannot, as they devastatingly put it
“approach problem-solving like a plumber in a hardware storeâ€; you have to know what the components actually
do. Now I think it is probably best to learn C and Lisp first, then Java.
There is perhaps a more general point here. If a language does too much for you, it may be simultaneously a good tool for production and a bad one for learning. It's not only languages that have this problem; web application frameworks like RubyOnRails, CakePHP, Django may make it too easy to reach a superficial sort of understanding that will leave you without resources when you have to tackle a hard problem, or even just debug the solution to an easy one.
If you get into serious programming, you will have to learn C, the core language of Unix. C++ is very closely related to C; if you know one, learning the other will not be difficult. Neither language is a good one to try learning as your first, however. And, actually, the more you can avoid programming in C the more productive you will be.
C is very efficient, and very sparing of your machine's resources. Unfortunately, C gets that efficiency by requiring you to do a lot of low-level management of resources (like memory) by hand. All that low-level code is complex and bug-prone, and will soak up huge amounts of your time on debugging. With today's machines as powerful as they are, this is usually a bad tradeoff — it's smarter to use a language that uses the machine's time less efficiently, but your time much
more efficiently. Thus, Python.
Other languages of particular importance to hackers include Perl and LISP. Perl is worth learning for practical reasons; it's very widely used for active web pages and system administration, so that even if you never write Perl you should learn to read it. Many people use Perl in the way I suggest you should use Python, to avoid C programming on jobs that don't require C's machine efficiency. You will need to be able to understand their code.
LISP is worth learning for a different reason — the profound enlightenment experience you will have when you finally get it. That experience will make you a better programmer for the rest of your days, even if you never actually use LISP itself a lot. (You can get some beginning experience with LISP fairly easily by writing and modifying editing modes for the Emacs text editor, or Script-Fu plugins for the GIMP.)
It's best, actually, to learn all five of Python, C/C++, Java, Perl, and LISP. Besides being the most important hacking languages, they represent very different approaches to programming, and each will educate you in valuable ways.
But be aware that you won't reach the skill level of a hacker or even merely a programmer simply by accumulating languages — you need to learn how to think about programming problems in a general way, independent of any one language. To be a real hacker, you need to get to the point where you can learn a new language in days by relating what's in the manual to what you already know. This means you should learn several very different languages.
I can't give complete instructions on how to learn to program here — it's a complex skill. But I can tell you that books and courses won't do it — many, maybe
most of the best hackers are self-taught. You can learn language features — bits of knowledge — from books, but the mind-set that makes that knowledge into living skill can be learned only by practice and apprenticeship. What will do it is (a)
reading code and (b)
writing code.
Peter Norvig, who is one of Google's top hackers and the co-author of the most widely used textbook on AI, has written an excellent essay called Teach Yourself Programming in Ten Years. His "recipe for programming success" is worth careful attention.
Learning to program is like learning to write good natural language. The best way to do it is to read some stuff written by masters of the form, write some things yourself, read a lot more, write a little more, read a lot more, write some more ... and repeat until your writing begins to develop the kind of strength and economy you see in your models.
Finding good code to read used to be hard, because there were few large programs available in source for fledgeling hackers to read and tinker with. This has changed dramatically; open-source software, programming tools, and operating systems (all built by hackers) are now widely available. Which brings me neatly to our next topic...
2. Get one of the open-source Unixes and learn to use and run it.
I'll assume you have a personal computer or can get access to one. (Take a moment to appreciate how much that means. The hacker culture originally evolved back when computers were so expensive that individuals could not own them.) The single most important step any newbie can take toward acquiring hacker skills is to get a copy of Linux or one of the BSD-Unixes or OpenSolaris, install it on a personal machine, and run it.
Yes, there are other operating systems in the world besides Unix. But they're distributed in binary — you can't read the code, and you can't modify it. Trying to learn to hack on a Microsoft Windows machine or under any other closed-source system is like trying to learn to dance while wearing a body cast.
Under Mac OS X it's possible, but only part of the system is open source — you're likely to hit a lot of walls, and you have to be careful not to develop the bad habit of depending on Apple's proprietary code. If you concentrate on the Unix under the hood you can learn some useful things.
Unix is the operating system of the Internet. While you can learn to use the Internet without knowing Unix, you can't be an Internet hacker without understanding Unix. For this reason, the hacker culture today is pretty strongly Unix-centered. (This wasn't always true, and some old-time hackers still aren't happy about it, but the symbiosis between Unix and the Internet has become strong enough that even Microsoft's muscle doesn't seem able to seriously dent it.)
So, bring up a Unix — I like Linux myself but there are other ways (and yes, you
can run both Linux and Microsoft Windows on the same machine). Learn it. Run it. Tinker with it. Talk to the Internet with it. Read the code. Modify the code. You'll get better programming tools (including C, LISP, Python, and Perl) than any Microsoft operating system can dream of hosting, you'll have fun, and you'll soak up more knowledge than you realize you're learning until you look back on it as a master hacker.
For more about learning Unix, see The Loginataka. You might also want to have a look at The Art Of Unix Programming.
To get your hands on a Linux, see the Linux Online! site; you can download from there or (better idea) find a local Linux user group to help you with installation.
During the first ten years of this HOWTO's life, I reported that from a new user's point of view, all Linux distributions are almost equivalent. But in 2006-2007, an actual best choice emerged: Ubuntu. While other distros have their own areas of strength, Ubuntu is far and away the most accessible to Linux newbies.
You can find BSD Unix help and resources at
www.bsd.org.
A good way to dip your toes in the water is to boot up what Linux fans call a live CD, a distribution that runs entirely off a CD without having to modify your hard disk. This will be slow, because CDs are slow, but it's a way to get a look at the possibilities without having to do anything drastic.
I have written a primer on the basics of Unix and the Internet.
I used to recommend against installing either Linux or BSD as a solo project if you're a newbie. Nowadays the installers have gotten good enough that doing it entirely on your own is possible, even for a newbie. Nevertheless, I still recommend making contact with your local Linux user's group and asking for help. It can't hurt, and may smooth the process.
3. Learn how to use the World Wide Web and write HTML.
Most of the things the hacker culture has built do their work out of sight, helping run factories and offices and universities without any obvious impact on how non-hackers live. The Web is the one big exception, the huge shiny hacker toy that even
politicians admit has changed the world. For this reason alone (and a lot of other good ones as well) you need to learn how to work the Web.
This doesn't just mean learning how to drive a browser (anyone can do that), but learning how to write HTML, the Web's markup language. If you don't know how to program, writing HTML will teach you some mental habits that will help you learn. So build a home page. Try to stick to XHTML, which is a cleaner language than classic HTML. (There are good beginner tutorials on the Web;
here's one.)
But just having a home page isn't anywhere near good enough to make you a hacker. The Web is full of home pages. Most of them are pointless, zero-content sludge — very snazzy-looking sludge, mind you, but sludge all the same (for more on this see The HTML Hell Page).
To be worthwhile, your page must have
content — it must be interesting and/or useful to other hackers. And that brings us to the next topic...
4. If you don't have functional English, learn it.
As an American and native English-speaker myself, I have previously been reluctant to suggest this, lest it be taken as a sort of cultural imperialism. But several native speakers of other languages have urged me to point out that English is the working language of the hacker culture and the Internet, and that you will need to know it to function in the hacker community.
Back around 1991 I learned that many hackers who have English as a second language use it in technical discussions even when they share a birth tongue; it was reported to me at the time that English has a richer technical vocabulary than any other language and is therefore simply a better tool for the job. For similar reasons, translations of technical books written in English are often unsatisfactory (when they get done at all).
Linus Torvalds, a Finn, comments his code in English (it apparently never occurred to him to do otherwise). His fluency in English has been an important factor in his ability to recruit a worldwide community of developers for Linux. It's an example worth following.
Being a native English-speaker does not guarantee that you have language skills good enough to function as a hacker. If your writing is semi-literate, ungrammatical, and riddled with misspellings, many hackers (including myself) will tend to ignore you. While sloppy writing does not invariably mean sloppy thinking, we've generally found the correlation to be strong — and we have no use for sloppy thinkers. If you can't yet write competently, learn to.
Status in the Hacker Culture
- 1. Write open-source software
- 2. Help test and debug open-source software
- 3. Publish useful information
- 4. Help keep the infrastructure working
- 5. Serve the hacker culture itself
Like most cultures without a money economy, hackerdom runs on reputation. You're trying to solve interesting problems, but how interesting they are, and whether your solutions are really good, is something that only your technical peers or superiors are normally equipped to judge.
Accordingly, when you play the hacker game, you learn to keep score primarily by what other hackers think of your skill (this is why you aren't really a hacker until other hackers consistently call you one). This fact is obscured by the image of hacking as solitary work; also by a hacker-cultural taboo (gradually decaying since the late 1990s but still potent) against admitting that ego or external validation are involved in one's motivation at all.
Specifically, hackerdom is what anthropologists call a
gift culture. You gain status and reputation in it not by dominating other people, nor by being beautiful, nor by having things other people want, but rather by giving things away. Specifically, by giving away your time, your creativity, and the results of your skill.
There are basically five kinds of things you can do to be respected by hackers:
1. Write open-source software
The first (the most central and most traditional) is to write programs that other hackers think are fun or useful, and give the program sources away to the whole hacker culture to use.
(We used to call these works “free softwareâ€, but this confused too many people who weren't sure exactly what “free†was supposed to mean. Most of us now prefer the term “
open-source†software).
Hackerdom's most revered demigods are people who have written large, capable programs that met a widespread need and given them away, so that now everyone uses them.
But there's a bit of a fine historical point here. While hackers have always looked up to the open-source developers among them as our community's hardest core, before the mid-1990s most hackers most of the time worked on closed source. This was still true when I wrote the first version of this HOWTO in 1996; it took the mainstreaming of open-source software after 1997 to change things. Today, "the hacker community" and "open-source developers" are two descriptions for what is essentially the same culture and population — but it is worth remembering that this was not always so. (For more on this, see the section called “Historical Note: Hacking, Open Source, and Free Softwareâ€.)
2. Help test and debug open-source software
They also serve who stand and debug open-source software. In this imperfect world, we will inevitably spend most of our software development time in the debugging phase. That's why any open-source author who's thinking will tell you that good beta-testers (who know how to describe symptoms clearly, localize problems well, can tolerate bugs in a quickie release, and are willing to apply a few simple diagnostic routines) are worth their weight in rubies. Even one of these can make the difference between a debugging phase that's a protracted, exhausting nightmare and one that's merely a salutary nuisance.
If you're a newbie, try to find a program under development that you're interested in and be a good beta-tester. There's a natural progression from helping test programs to helping debug them to helping modify them. You'll learn a lot this way, and generate good karma with people who will help you later on.
3. Publish useful information
Another good thing is to collect and filter useful and interesting information into web pages or documents like Frequently Asked Questions (FAQ) lists, and make those generally available.
Maintainers of major technical FAQs get almost as much respect as open-source authors.
4. Help keep the infrastructure working
The hacker culture (and the engineering development of the Internet, for that matter) is run by volunteers. There's a lot of necessary but unglamorous work that needs done to keep it going — administering mailing lists, moderating newsgroups, maintaining large software archive sites, developing RFCs and other technical standards.
People who do this sort of thing well get a lot of respect, because everybody knows these jobs are huge time sinks and not as much fun as playing with code. Doing them shows dedication.
5. Serve the hacker culture itself
Finally, you can serve and propagate the culture itself (by, for example, writing an accurate primer on how to become a hacker :-)). This is not something you'll be positioned to do until you've been around for while and become well-known for one of the first four things.
The hacker culture doesn't have leaders, exactly, but it does have culture heroes and tribal elders and historians and spokespeople. When you've been in the trenches long enough, you may grow into one of these. Beware: hackers distrust blatant ego in their tribal elders, so visibly reaching for this kind of fame is dangerous. Rather than striving for it, you have to sort of position yourself so it drops in your lap, and then be modest and gracious about your status.
The Hacker/Nerd Connection
Contrary to popular myth, you don't have to be a nerd to be a hacker. It does help, however, and many hackers are in fact nerds. Being something of a social outcast helps you stay concentrated on the really important things, like thinking and hacking.
For this reason, many hackers have adopted the label ‘geek’ as a badge of pride — it's a way of declaring their independence from normal social expectations (as well as a fondness for other things like science fiction and strategy games that often go with being a hacker). The term 'nerd' used to be used this way back in the 1990s, back when 'nerd' was a mild pejorative and 'geek' a rather harsher one; sometime after 2000 they switched places, at least in U.S. popular culture, and there is now even a significant geek-pride culture among people who aren't techies.
If you can manage to concentrate enough on hacking to be good at it and still have a life, that's fine. This is a lot easier today than it was when I was a newbie in the 1970s; mainstream culture is much friendlier to techno-nerds now. There are even growing numbers of people who realize that hackers are often high-quality lover and spouse material.
If you're attracted to hacking because you don't have a life, that's OK too — at least you won't have trouble concentrating. Maybe you'll get a life later on.
Again, to be a hacker, you have to enter the hacker mindset. There are some things you can do when you're not at a computer that seem to help. They're not substitutes for hacking (nothing is) but many hackers do them, and feel that they connect in some basic way with the essence of hacking.
- Learn to write your native language well. Though it's a common stereotype that programmers can't write, a surprising number of hackers (including all the most accomplished ones I know of) are very able writers.
- Read science fiction. Go to science fiction conventions (a good way to meet hackers and proto-hackers).
- Train in a martial-arts form. The kind of mental discipline required for martial arts seems to be similar in important ways to what hackers do. The most popular forms among hackers are definitely Asian empty-hand arts such as Tae Kwon Do, various forms of Karate, Kung Fu, Aikido, or Ju Jitsu. Western fencing and Asian sword arts also have visible followings. In places where it's legal, pistol shooting has been rising in popularity since the late 1990s. The most hackerly martial arts are those which emphasize mental discipline, relaxed awareness, and control, rather than raw strength, athleticism, or physical toughness.
- Study an actual meditation discipline. The perennial favorite among hackers is Zen (importantly, it is possible to benefit from Zen without acquiring a religion or discarding one you already have). Other styles may work as well, but be careful to choose one that doesn't require you to believe crazy things.
- Develop an analytical ear for music. Learn to appreciate peculiar kinds of music. Learn to play some musical instrument well, or how to sing.
- Develop your appreciation of puns and wordplay.
The more of these things you already do, the more likely it is that you are natural hacker material. Why these things in particular is not completely clear, but they're connected with a mix of left- and right-brain skills that seems to be important; hackers need to be able to both reason logically and step outside the apparent logic of a problem at a moment's notice.
Work as intensely as you play and play as intensely as you work. For true hackers, the boundaries between "play", "work", "science" and "art" all tend to disappear, or to merge into a high-level creative playfulness. Also, don't be content with a narrow range of skills. Though most hackers self-describe as programmers, they are very likely to be more than competent in several related skills — system administration, web design, and PC hardware troubleshooting are common ones. A hacker who's a system administrator, on the other hand, is likely to be quite skilled at script programming and web design. Hackers don't do things by halves; if they invest in a skill at all, they tend to get very good at it.
Finally, a few things
not to do.
- Don't use a silly, grandiose user ID or screen name.
- Don't get in flame wars on Usenet (or anywhere else).
- Don't call yourself a ‘cyberpunk’, and don't waste your time on anybody who does.
- Don't post or email writing that's full of spelling errors and bad grammar.
The only reputation you'll make doing any of these things is as a twit. Hackers have long memories — it could take you years to live your early blunders down enough to be accepted.
The problem with screen names or handles deserves some amplification. Concealing your identity behind a handle is a juvenile and silly behavior characteristic of crackers, warez d00dz, and other lower life forms. Hackers don't do this; they're proud of what they do and want it associated with their
real names. So if you have a handle, drop it. In the hacker culture it will only mark you as a loser.
Historical Note: Hacking, Open Source, and Free Software
When I originally wrote this how-to in late 1996, some of the conditions around it were very different from the way they look today. A few words about these changes may help clarify matters for people who are confused about the relationship of open source, free software, and Linux to the hacker community. If you are not curious about this, you can skip straight to the FAQ and bibliography from here.
The hacker ethos and community as I have described it here long predates the emergence of Linux after 1990; I first became involved with it around 1976, and, its roots are readily traceable back to the early 1960s. But before Linux, most hacking was done on either proprietary operating systems or a handful of quasi-experimental homegrown systems like MIT's ITS that were never deployed outside of their original academic niches. While there had been some earlier (pre-Linux) attempts to change this situation, their impact was at best very marginal and confined to communities of dedicated true believers which were tiny minorities even within the hacker community, let alone with respect to the larger world of software in general.
What is now called "open source" goes back as far as the hacker community does, but until 1985 it was an unnamed folk practice rather than a conscious movement with theories and manifestos attached to it. This prehistory ended when, in 1985, arch-hacker Richard Stallman ("RMS") tried to give it a name — "free software". But his act of naming was also an act of claiming; he attached ideological baggage to the "free software" label which much of the existing hacker community never accepted. As a result, the "free software" label was loudly rejected by a substantial minority of the hacker community (especially among those associated with BSD Unix), and used with serious but silent reservations by a majority of the remainder (including myself).
Despite these reservations, RMS's claim to define and lead the hacker community under the "free software" banner broadly held until the mid-1990s. It was seriously challenged only by the rise of Linux. Linux gave open-source development a natural home. Many projects issued under terms we would now call open-source migrated from proprietary Unixes to Linux. The community around Linux grew explosively, becoming far larger and more heterogenous than the pre-Linux hacker culture. RMS determinedly attempted to co-opt all this activity into his "free software" movement, but was thwarted by both the exploding diversity of the Linux community and the public skepticism of its founder, Linus Torvalds. Torvalds continued to use the term "free software" for lack of any alternative, but publicly rejected RMS's ideological baggage. Many younger hackers followed suit.
In 1996, when I first published this Hacker HOWTO, the hacker community was rapidly reorganizing around Linux and a handful of other open-source operating systems (notably those descended from BSD Unix). Community memory of the fact that most of us had spent decades developing closed-source software on closed-source operating systems had not yet begun to fade, but that fact was already beginning to seem like part of a dead past; hackers were, increasingly, defining themselves as hackers by their attachments to open-source projects such as Linux or Apache.
The term "open source", however, had not yet emerged; it would not do so until early 1998. When it did, most of hacker community adopted it within the following six months; the exceptions were a minority ideologically attached to the term "free software". Since 1998, and especially after about 2003, the identification of 'hacking' with 'open-source (and free software) development' has become extremely close. Today there is little point in attempting to distinguish between these categories, and it seems unlikely that will change in the future.
It is worth remembering, however, that this was not always so.
