Open-Source Research Platform

## Open source platforms by JTBD | Category | **💼** | 🐘 Big | 🐅 Trendy | 🐜 Open | | ---- | ---- | ---- | ---- | ---- | | | **A/B testing** | | Confidence | Posthog | | | **Accessibility evaluation** | | Lighthouse | | | | **Analytics** | Google Analytics | Amplitude Segment | Posthog Jitsu Simple Matomo | | | **App builder** | Salesforce | Airtable | Budibase | | | **Business intelligence** | Tableau | ? | Metabase | | | **Card sort** | | Optimal Sort | Kort | | | **Chat** | MS Teams | Slack | Mattermost | | | **Click test** | | | | | | **Cloud** | Google Cloud Amazon Web Services Microsoft Azure | Vercel Netlify Raleway | [Selfhosted] Yunohost Hetzner Run your own Cloud exit | | | **Thought leadership** | NNG GA | UXPA IAC EPIC A List Apart Behzod's thing | ? Research Software Alliance Better Software for Science Fund open source Open access groups: SPARK | | | **CRM** | Salesforce | Hubspot | Odoo Erxes CiviCRM (trendy new one?) | | | **Crowdfunding** | Kickstarter | | Open Collective | | | **Data** | Excel Filemaker Microsoft Lists Google Sheets | Airtable Coda Notion | Baserow Nocodb Datasette | | | **Decision-making** | Emails/Meetings | | Loomio | | | **Dev collaboration** | Github | Gitlab | TKTKTK something more open | | | **Diary study** | | Dscout | Dearscholar | | | **Document signing** | Docusign | | SignServer Crypto? Blockchain? | | | **Events** | Cvent | Luma | | | | **Eye tracking** | | | | | | **File sync** | Box | Dropbox | Sugarsync (TBD) | | | **GenAI** | | OpenAI GPT-4 | Meta Llama | | | **Identity** | Microsoft/Google | Okta | Keycloak | | | **Incentives** | Amazon giftcard Manual payments | Tremendous Stripe | TBD Crypto? Dwolla | | | **Integration** | | Zapier | n8n | | | **Knowledge base** | | | Astro starlight | | | **Learning** | University | NNG Learners Bootcamps, e.g. General Assembly Udemy Teachable | | | | **Methods** | Academic journals or thought leader websites | Methods.io | ? | | | **Newsletter** | ConstantContact Email | Mailchimp Substack Resend Acoustic CampaignMonitor | Sendy OTHERS | | | **Notes** | Google Workspace | Notion | Outline Nextcloud | | | **Operating system** | Windows | Mac | Linux Unix | | | **Path analysis** | User Testing | Maze | | | | **Presentations** | | Apple Keynote MS Powerpoint Google Slides | Nextcloud | | | **Procurement** | Jaegger | Con??? | ERP Next | | | **Product roadmap** | Aha | Productboard | ? | | | **Prototype test** | | Maze | | | | **Prototyping** | Adobe Creative Suite | Figma | Penpot | | | **Publishing** | Wordpress | Medium | TKTKTK that academic software I like | | | **Qualitative analysis** | NVivo Dedoose | Dovetail EnjoyHQ Condens Aurelius Notably | Taguette Refi-QDA | | | **Quantitative analysis** | Excel | Observable | Jupyter | | | **Recruit users** | Recruiting firms | User Interviews Respondent UserZoom | TBD BIG GAP! For a participant-run marketplace. Open source finnish software or data soveirgnty. | | | **Research service** | Jstor | (Wonder -- research service?) | Arxiv OpenAlex | | | **Scheduling** | Outlook | Calendly | Cal | | | **Search** | Google | Elastic | Elastic TKTKTK | | | **Sentiment analysis** | NLP | | Open models | | | **Session observation** | UserZoom | | | | | **Support desk** | ServiceNow | Zendesk | | | | **Survey** | Qualtrics | Tally | Limesurvey Formbricks | | | **Survey** | | | | | | **Transcription** | | Otter Rev Grain | Whisper Autoedit (Mozilla software for transcription?) | | | **Tree test** | | Optimal Tree | | | | **Unmoderated** | | UserZoom | | | | **User community** | ?? | Discourse | | | | **User feedback** | Medallia | Canny | TBD | | | **Video calls** | Zoom | Session | Big Blue Button Jitsi | | | **Video editing** | Adobe Premiere | Reduct | Shotcut | | | **Website** | Adobe AEM | Webflow Sanity Squarespace | Wordpress Strapi OTHERS | | | **Whiteboard** | Miro | Figjam | tldraw | | | **Wiki** | | Confluence | Bookstack Mediawiki Wikibase | | | **Work Mgmt** | Jira | Asana Linear | Focalboard OpenProject | | | **Heatmap** | | | | | | **Advocacy** | | Twitter Facebook LinkedIn | Mastodon Bluesky | | | **Impact tracking** | Excel Powerpoint | Goalboard Grantseeker | | | | **HR** | Workday | Whatever that startup is called | | | | **Web browsing** | Google Chrome | Mozilla Firefox | | ## --- ## Notes [[Projects - Demo Project/public/reops/ideas/Headless Research]] - Pledge - Make open tools - Use open tools Outline - The problem with our current model - With open source software, a rising tide lifts all boats - Teams large and small are throwing money into companies that use it to compete, and the innovations are proprietary - Open source benefits both ends of the spectrum - regulated industries like financial services prefer the security and control of open source on prem - teams of one can spin up their own quick instance - Kinds of openness - free as in speech - free as in beer - Shout outs to popular open source options - Area with the most open source - Areas like CRN for contact management - Area with the least open source - Specialized tools ranked lower than I thought - General purpose databases like Notion, Airtable, and Coda fit into almost any category. - Whiteboards and video calls do A LOT of heavy lifting. - Software Cooperatives are a thing! - Bocoup - Igalia - Open Source corporations - RedHat - Automattic - Canonical - Ubuntu - Docker - Elastic - IBM - OPenWhisk ## Most Popular Toolkit - **Google Workspace** or **Microsoft Office** for email, docs, slides, and spreadsheets. - **Miro** for whiteboards and collaboration. - **Atlassian Jira** and **Confluence** for bug tracking and sharing insights. - **User Interviews** for recruiting. **Amazon** for incentives. Two ends of the open source spectrum. Teams of one There are two areas Research methods Participant panels The biggest problem is trust and safety Marketplace for research prticiption MROC ## Examples of open source companies - Red Hat - [Creating better technology with open source - Red Hat](https://www.redhat.com/en/about/open-source) - Mattermost - [Business model - Mattermost Handbook](https://handbook.mattermost.com/company/about-mattermost/business-model) - Wordpress - [About Us: Our Mission | WordPress.org](https://wordpress.org/about/) - Platform Cooperatives [Open Startup List](https://openstartuplist.com/) [magda | A federated, open-source data catalog for all your big data and small data](https://magda.io/) [Open-source Information Architecture Design: Using the Tools You Have To Conduct Card Sorting and Tree Testing – Digital.gov](https://digital.gov/2022/01/06/open-source-information-architecture-design-using-the-tools-you-have-to-conduct-card-sorting-and-tree-testing/) - Voice of the Customer - ## Relevant Open Source Applied research - Meta - Research Software Alliance - Better Software for Science - Community - [Discourse is the place to build civilized communities | Discourse - Civilized Discussion](https://www.discourse.org/) - Identity - Keycloak - Gluu - Collaboration - Mattermost - Rocketchat - Element / Matrix - Zulip - Team - Loomio - DemocracyOS - Notes - [Outline · GitHub](https://github.com/outline) - [GitHub - AppFlowy-IO/AppFlowy: AppFlowy is an open-source alternative to Notion. You are in charge of your data and customizations. Built with Flutter and Rust.](https://github.com/AppFlowy-IO/AppFlowy) - Calls - Nextcloud - Jitsi - Big Blue Button - Governance - Open Handbooks - [Research | 18F User Experience Design Guide](https://ux-guide.18f.gov/research/) - [UX research at GitLab | GitLab](https://about.gitlab.com/handbook/product/ux/ux-research/) - Data and Integrations - [Corteza](https://cortezaproject.org/) - [n8n.io](https://n8n.io/) - Open Semantic Search - [Apache Jena - Home](https://jena.apache.org/index.html) - [OpenSearch](https://opensearch.org) - [GitHub - nocodb/nocodb: 🔥 🔥 🔥 Open Source Airtable Alternative](https://github.com/nocodb/nocodb) - [Bram Wiepjes / baserow · GitLab](https://gitlab.com/bramw/baserow) - Datasette - [Site Unreachable](https://starboard.gg/) - Operations and planning - Popular options: - Miro --> - Google Sheets --> - Jira --> - Confluence --> - Github --> Gitlab - Nextcloud - Research planning - [ERPNext · GitHub](https://github.com/erpnext) - Issue tracking - [GitLab](https://gitlab.com/gitlab-org/gitlab) - Project management - [OpenProject](https://github.com/opf/openproject) - [Focalboard](https://www.focalboard.com/) - Research roadmapping - Recruiting & Participant Management - [erxes](https://github.com/erxes/erxes) - Contacting participants - Customer/participant relationship management - [Odoo](https://github.com/odoo/odoo) - [SuiteCRM](https://suitecrm.com/what-is-suitecrm/) - [vtiger / vtigercrm | Vtiger](https://code.vtiger.com/vtiger/vtigercrm) - Informed consent - [About Us | Transcend](https://transcend.io/about/) - Tracking participants - Participant scheduling - [Cal.com | Open Scheduling Infrastructure](https://cal.com/) - Participant incentives - Finding participants - Intercept - Design & Collaboration - [GitHub - tldraw/tldraw: A tiny little drawing app.](https://github.com/tldraw/tldraw) - [GitHub - excalidraw/excalidraw: Virtual whiteboard for sketching hand-drawn like diagrams](https://github.com/excalidraw/excalidraw) - Collaborative brainstorming - Mockups - [Penpot · GitHub](https://github.com/penpot) - Creating wireframes - Prototyping - Participatory design - Diagramming and mapping - Analytics - [PostHog - The open source Product OS](https://posthog.com/) - A/B testing - Search-log analysis - Sentiment analysis - Path analysis - Eye tracking - Heat map - Design Research - Accessibility evaluation - Card sorting - [GitHub - carlsonp/kort: A NodeJS application for conducting a variety of UX research methods.](https://github.com/carlsonp/kort) - [GitHub - indigane/cardsort: A tool for conducting a virtual card sorting.](https://github.com/indigane/cardsort) - Unmoderated usability testing - Tree testing - Concept testing - [GitHub - alexadam/printable-mockups: Create printable UI mockups & wireframes templates](https://github.com/alexadam/printable-mockups) - Competitive analysis - Heuristic evaluation - Task analysis - First click testing - UX Benchmarking - User Research - Focus group - Diary study - [GitHub - pmkruyen/dearscholar: DearScholar: An open-source smartphone app for longitudinal scientific qualitative and quantitative (self-report) diary, log and survey research](https://github.com/pmkruyen/dearscholar) - Survey administration - User interviews - Moderated usability testing - Synthesizing & analyzing - [Metabase | Business Intelligence, Dashboards, and Data Visualization](https://www.metabase.com/) - Session recording - Text tagging - Taguette - [QualCoder | Computer aided qualitative data analysis software](https://qualcoder.wordpress.com/) - [Welcome to RQDA Project](https://rqda.r-forge.r-project.org/) - [Home : Hypothesis](https://web.hypothes.is/) - Video editing - [Shotcut - Home](https://shotcut.org/) - Transcription - Autoedit - Whisper - [GitHub - oTranscribe/oTranscribe: A free & open tool for transcribing audio interviews](https://github.com/oTranscribe/oTranscribe) - Note taking - Reporting & sharing - Insights repository - Storytelling & presentations - Sharing findings - Research repository - Infographics/data visualization](<- Operations and planning - Nextcloud - Research planning - [ERPNext · GitHub](https://github.com/erpnext) - Issue tracking - [GitLab](https://gitlab.com/gitlab-org/gitlab) - Project management - [OpenProject](https://github.com/opf/openproject) - [Focalboard](https://www.focalboard.com/) - Research roadmapping - Recruiting & Participant Management - [erxes](https://github.com/erxes/erxes) - Contacting participants - Customer/participant relationship management - [Odoo](https://github.com/odoo/odoo) - [SuiteCRM](https://suitecrm.com/what-is-suitecrm/) - [vtiger / vtigercrm | Vtiger](https://code.vtiger.com/vtiger/vtigercrm) - Informed consent - Tracking participants - Participant scheduling - [Cal.com | Open Scheduling Infrastructure](https://cal.com/) - Participant incentives - Finding participants - Intercept - Design & Collaboration - [GitHub - tldraw/tldraw: A tiny little drawing app.](https://github.com/tldraw/tldraw) - [GitHub - excalidraw/excalidraw: Virtual whiteboard for sketching hand-drawn like diagrams](https://github.com/excalidraw/excalidraw) - Collaborative brainstorming - Mockups - [Penpot · GitHub](https://github.com/penpot) - Creating wireframes - Prototyping - Participatory design - Diagramming and mapping - Analytics - [PostHog - The open source Product OS](https://posthog.com/) - A/B testing - Search-log analysis - Sentiment analysis - Path analysis - Eye tracking - Heat map - Design Research - Accessibility evaluation - Card sorting - [GitHub - carlsonp/kort: A NodeJS application for conducting a variety of UX research methods.](https://github.com/carlsonp/kort) - [GitHub - indigane/cardsort: A tool for conducting a virtual card sorting.](https://github.com/indigane/cardsort) - Unmoderated usability testing - Tree testing - Concept testing - [GitHub - alexadam/printable-mockups: Create printable UI mockups & wireframes templates](https://github.com/alexadam/printable-mockups) - Competitive analysis - Heuristic evaluation - Task analysis - First click testing - UX Benchmarking - User Research - Focus group - Diary study - [GitHub - pmkruyen/dearscholar: DearScholar: An open-source smartphone app for longitudinal scientific qualitative and quantitative (self-report) diary, log and survey research](https://github.com/pmkruyen/dearscholar) - Survey administration - User interviews - Moderated usability testing - Synthesizing & analyzing - [Metabase | Business Intelligence, Dashboards, and Data Visualization](https://www.metabase.com/) - Session recording - Text tagging - Taguette - [QualCoder | Computer aided qualitative data analysis software](https://qualcoder.wordpress.com/) - [Welcome to RQDA Project](https://rqda.r-forge.r-project.org/) - [Home : Hypothesis](https://web.hypothes.is/) - Video editing - [Shotcut - Home](https://shotcut.org/) - Transcription - Autoedit - Whisper - [GitHub - oTranscribe/oTranscribe: A free & open tool for transcribing audio interviews](https://github.com/oTranscribe/oTranscribe) - Note taking - Reporting & sharing - Insights repository - Storytelling & presentations - Sharing findings - Research repository - Infographics/data visualization>) - Participants - [CiviCRM](https://github.com/civicrm/civicrm-core) - Governance - [SignServer](https://github.com/Keyfactor/signserver-ce) - Knowledge - [BookStack](https://www.bookstackapp.com/) - WordPress - Strapi - MediaWiki - Wikibase - Semantic MediaWiki - [The Dataverse Project - Dataverse.org](https://dataverse.org/) - Omeka - Mayaan EDMS - Outline - Tools - [LimeSurvey](https://github.com/LimeSurvey/LimeSurvey) - [Ohmyform](https://github.com/ohmyform/ - Formbricks - Competency - [Moodle - Open-source learning platform | Moodle.org](https://moodle.org/) - Canvas - Sakai - Advocacy - Employee Social Media - Metrics/Goals - Grantseeker - Impact Dashboard - Environment - Scope - People - Organisational context - Recruitment and admin - Data and knowledge management - Governance - Tools and infrastructure [GitHub - jitsucom/jitsu: Jitsu is an open-source Segment alternative. Fully-scriptable data ingestion engine for modern data teams. Set-up a real-time data pipeline in minutes, not days](https://github.com/jitsucom/jitsu)