From 3e4337fb6710d5eede539cf58bdea81e0a0b3234 Mon Sep 17 00:00:00 2001 From: Jason Hunt Date: Tue, 23 Apr 2019 09:19:09 -0500 Subject: [PATCH 1/4] updated lifecycle based on 10April2019 TAC meeting input --- docs/lifecycle/lifecycle.rst | 153 +++++++++++++++++++++++++++++------ 1 file changed, 127 insertions(+), 26 deletions(-) diff --git a/docs/lifecycle/lifecycle.rst b/docs/lifecycle/lifecycle.rst index 82db146..f9d3db2 100644 --- a/docs/lifecycle/lifecycle.rst +++ b/docs/lifecycle/lifecycle.rst @@ -24,12 +24,18 @@ Project States +---------------+-------------------------------------------------------------+ | Project State | State Summary | +===============+=============================================================+ -| Non-LFN | Project does not exist or exists outside of LFN. | +| none | Project does not exist or exists outside of LFN. | +---------------+-------------------------------------------------------------+ -| Non-TAC | Project is admitted to the LFN but does not have a | -| | representative on the TAC. | +| Sandbox | Project is admitted to LFN but does not have direct funding | +| | from LFN. The intent is to enable new projects to gain | +| | visibility and participate in the LFN with minimal impact | +| | on existing projects until they are ready for a subsequent | +| | state. | +---------------+-------------------------------------------------------------+ -| TAC | Project is granted TAC representation. | +| Incubation | Project has matured beyond sandbox and may receive some | +| | funding but does not yet have a representative on the TAC. | ++---------------+-------------------------------------------------------------+ +| TAC Project | Project is granted TAC representation. | +---------------+-------------------------------------------------------------+ | Archived | Project is no longer active. | +---------------+-------------------------------------------------------------+ @@ -40,13 +46,16 @@ Project State Transitions +--------------+-------------------+----------------------+-------------------+ | From State | To State | TAC Review | Board Review | +==============+===================+======================+===================+ -| Non-LFN | Non-TAC | LFN Entry Review | LFN Entry Review | +| none | Sandbox | LFN Entry Review | LFN Entry Review | +| | | Quarterly Health Rvw | | ++--------------+-------------------+----------------------+-------------------+ +| Sandbox | Incubation | Incubation Review | Incubation Review | +--------------+-------------------+----------------------+-------------------+ -| Non-TAC | TAC | TAC Admission Review | | +| Incubation | TAC | TAC Admission Review | TAC Admission Rvw | +--------------+-------------------+----------------------+-------------------+ | * | Archived | Archival Review | | +--------------+-------------------+----------------------+-------------------+ -| * | Non-LFN | LFN Exit Review | LFN Exit Review | +| * | none | LFN Exit Review | LFN Exit Review | +--------------+-------------------+----------------------+-------------------+ Project Reviews @@ -103,6 +112,9 @@ must minimally specify: * What is the top level technical decision making body for the project, analogous to a TSC, to which the TAC should look for interfaces. +Additionally, the review will confirm that the incoming project scope is within +scope of the LFN. + Outcome for TAC LFN Admission Review ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ @@ -117,36 +129,129 @@ Board LFN Entry Review ++++++++++++++++++++++ It is up to the Board to define its own criteria and process of the Board's LFN -Entry Review. The TAC recommends the Board make its LFN Entry Review criteria -and process public and accept design input from the public. +Entry Review. Such review may include legal, trademark, and license reviews. The +TAC recommends the Board make its LFN Entry Review criteria and process public +and accept design input from the public. + +Budget Guidance: The TAC recommends that the governing board allocate no funding +to Sandbox projects and that those projects cannot use cross-project funding +buckets. + +Quarterly Health Review +*********************** + +The TAC should review all projects in the Sandbox state on a quarterly basis. +The goal of the quarterly health review is to assist the projects in their +participation in LFN and ensure the project's community remains healthy. + +Incubation Review +***************** + +The Board and the TAC both review proposals for projects to advance to the +Incubation state. + +TAC Incubation Review ++++++++++++++++++++++ + +TAC Incubation Reviews should happen before, and provide input into, Board +Incubation Reviews. + +Required Information for TAC Incubation Review +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +An up-to-date instantiation of the Project Data Template is required for an +Incubation Review. + +Criteria for Incubation Review +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +Mandatory criteria for successful completion of the Incubation review is +the documented demonstrable progress since induction toward open source best practices. This would include but is not limited to contributor diversity and +open governance. + +As an additional (non-mandatory) guideline, the project should show demonstrable +progress in marketplace adoption. This may be measured by instances of the +project in production or the project being embedded in other open source +projects. + +As part of the Incubation Review, the TAC should identify how the project fits +with other LFN projects, including any overlap or harmonization potential. + +Outcome for Incubation Admission Review +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +As an outcome of the TAC's Incubation Review, the TAC will provide the following +feedback to the LFN Governing Board for use as input to the LFN Board's +Incubation Review: +* Summary of findings +* Recommendation to accept the project into the Incubation stage or not. + +Board Incubation Review ++++++++++++++++++++++++ + +It is up to the Board to define its own criteria and process of the Board's +Incubation Review. The TAC recommends the Board make its Incubation Review +criteria and process public and accept design input from the public. + +Budget Guidance: The TAC recommends to the board that any new Incubation +project not erode existing TAC project budgets. + + TAC Admission Review -******************** +***************** -The TAC Admission Review is intended for the TAC to consider whether a -Non-TAC Project should have a representative on the TAC. It is initiated by a -TAC Admission Request from the Non-TAC Project. +The Board and the TAC both review proposals for projects to advance to the +TAC project state. + +TAC Admission Review ++++++++++++++++++++++ + +The TAC Admission Review is intended for the TAC to consider whether an +Incubation Project should have a representative on the TAC. It is initiated +by a TAC Admission Request from an Incubation Project. Required Information for TAC Admission Review -+++++++++++++++++++++++++++++++++++++++++++++ +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ An up-to-date instantiation of the Project Data Template is required for a TAC Admission Review. Criteria for TAC Admission Review -+++++++++++++++++++++++++++++++++ +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Mandatory criteria for successful completion of the TAC Admission Review are maintenance of the mandatory criteria for LFN Entry and demonstration of adequate project Diversity, a clear statement of how the Project will select -its TAC Representative and adherence to the LFN Principles. +its TAC Representative and adherence to the LFN Principles. + +The project should also show demonstrable progress in integrating with other +LFN projects, participating in cross-LFN initiatives and/or contributing to +extending or strengthening the total scope of the LFN. + +As an additional (non-mandatory) guideline, the project should show continued +progress in marketplace adoption. Outcome for TAC Admission Review -++++++++++++++++++++++++++++++++ +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +As an outcome of the TAC Admission Review, the TAC will provide the following +feedback to the LFN Governing Board for use as input to the LFN Board's +TAC Admission Review: + +* Summary of findings +* Recommendation to accept the project into the TAC Project stage or not. -Upon approval by the TAC of the Admission of a project to the TAC that project -will be considered a TAC project. The TAC will notify the Board immediately of -its decision. +Board TAC Admission Review ++++++++++++++++++++++++++++ + +It is up to the Board to define its own criteria and process of the Board's +TAC Induction Review. The TAC recommends the Board make its TAC Admission Review +criteria and process public and accept design input from the public. + +Budget Guidance: The TAC recommends to the board that any new TAC project +receive funding through the existing board and TAC process for determining +budget priorities. Archival Review *************** @@ -198,12 +303,8 @@ reviews. Disposition of Existing Projects -------------------------------- -OpenDaylight, OPNFV, FD.io, and ONAP are in state TAC. PNDA and SNAS are in -state Non-TAC. Tungsten Fabric was `conditionally inducted by the Board -`__ as Non-TAC and should do an LFN Entry Review once -the process is established. - -.. _tf-condit-induct-email: https://lists.lfnetworking.org/g/TAC/message/250 +OpenDaylight, OPNFV, FD.io, and ONAP are in state TAC. PNDA, SNAS, and Tungsten +Fabric are in state Incubation (?). Amendment of Technical Governance --------------------------------- From bd612074ae2b3ccfeed114d61d2626762241804c Mon Sep 17 00:00:00 2001 From: Jason Hunt Date: Tue, 7 May 2019 15:02:56 -0500 Subject: [PATCH 2/4] updated lifecycle to address review comments --- docs/lifecycle/lifecycle.rst | 62 ++++++++++++++++++++++++++++-------- 1 file changed, 49 insertions(+), 13 deletions(-) diff --git a/docs/lifecycle/lifecycle.rst b/docs/lifecycle/lifecycle.rst index f9d3db2..5e74e03 100644 --- a/docs/lifecycle/lifecycle.rst +++ b/docs/lifecycle/lifecycle.rst @@ -32,8 +32,9 @@ Project States | | on existing projects until they are ready for a subsequent | | | state. | +---------------+-------------------------------------------------------------+ -| Incubation | Project has matured beyond sandbox and may receive some | -| | funding but does not yet have a representative on the TAC. | +| Incubation | Project has matured beyond sandbox and may receive | +| | funding (while not impacting TAC projects) but does not yet | +| | have a representative on the TAC. | +---------------+-------------------------------------------------------------+ | TAC Project | Project is granted TAC representation. | +---------------+-------------------------------------------------------------+ @@ -53,6 +54,9 @@ Project State Transitions +--------------+-------------------+----------------------+-------------------+ | Incubation | TAC | TAC Admission Review | TAC Admission Rvw | +--------------+-------------------+----------------------+-------------------+ +| TAC | Incubation | Incubation Reversal | | +| | | Review | | ++--------------+-------------------+----------------------+-------------------+ | * | Archived | Archival Review | | +--------------+-------------------+----------------------+-------------------+ | * | none | LFN Exit Review | LFN Exit Review | @@ -130,12 +134,14 @@ Board LFN Entry Review It is up to the Board to define its own criteria and process of the Board's LFN Entry Review. Such review may include legal, trademark, and license reviews. The -TAC recommends the Board make its LFN Entry Review criteria and process public -and accept design input from the public. +TAC strongly recommends the Board make its LFN Entry Review criteria and process +public and accept design input from the public. Budget Guidance: The TAC recommends that the governing board allocate no funding to Sandbox projects and that those projects cannot use cross-project funding -buckets. +buckets. Sandbox projects should still be able to take advantage of LFN +membership that does not require additional funding, such as logo inclusion in +marketing materials or attendance at LFN events. Quarterly Health Review *********************** @@ -191,21 +197,21 @@ Board Incubation Review +++++++++++++++++++++++ It is up to the Board to define its own criteria and process of the Board's -Incubation Review. The TAC recommends the Board make its Incubation Review -criteria and process public and accept design input from the public. +Incubation Review. The TAC strongly recommends the Board make its Incubation +Review criteria and process public and accept design input from the public. Budget Guidance: The TAC recommends to the board that any new Incubation project not erode existing TAC project budgets. TAC Admission Review -***************** +******************** The Board and the TAC both review proposals for projects to advance to the TAC project state. TAC Admission Review -+++++++++++++++++++++ +++++++++++++++++++++ The TAC Admission Review is intended for the TAC to consider whether an Incubation Project should have a representative on the TAC. It is initiated @@ -246,13 +252,43 @@ Board TAC Admission Review +++++++++++++++++++++++++++ It is up to the Board to define its own criteria and process of the Board's -TAC Induction Review. The TAC recommends the Board make its TAC Admission Review -criteria and process public and accept design input from the public. +TAC Induction Review. The TAC strongly recommends the Board make its TAC +Admission Review criteria and process public and accept design input from +the public. Budget Guidance: The TAC recommends to the board that any new TAC project receive funding through the existing board and TAC process for determining budget priorities. +Incubation Reversal Review +************************** + +A TAC Project may be placed into the Incubation state if the TAC believes +(by majority vote) that the project no longer meets the criteria to be a +TAC Project or by a majority vote of the Project's TSC to request the +project be moved to Incubation state. Prior to TAC initiation of an Incubation +Reversal Review of a Project, a good faith effort must be made to contact the +Project's TSC and initiate a dialog about the future of the Project. + +Criteria for Incubation Reversal Review ++++++++++++++++++++++++++++++++++++++++ + +Mandatory criteria for moving a TAC project to Incubation State are one of: + +* A clear request from the Project to be moved to Incubation. +* Clear evidence of a decrease in project activity causing the project to no + longer meet TAC admission criteria, such as project diversity, adherence to + LFN principles or overall LFN participation. Additionally, demonstration of + a good faith effort by the TAC to contact the Project's TSC and come to a + positive resolution. + +Outcome for Incubation Reversal Review +++++++++++++++++++++++++++++++++++++++ + +The TAC will notify the Board immediately of any decision to move a TAC +project back to Incubation state. + + Archival Review *************** @@ -303,8 +339,8 @@ reviews. Disposition of Existing Projects -------------------------------- -OpenDaylight, OPNFV, FD.io, and ONAP are in state TAC. PNDA, SNAS, and Tungsten -Fabric are in state Incubation (?). +As of March 7, 2019, OpenDaylight, OPNFV, FD.io, and ONAP are in state TAC. +PNDA, SNAS, and Tungsten Fabric are in state Incubation. Amendment of Technical Governance --------------------------------- From c54106ec62d35bf881600ce438d6ca946f10eec4 Mon Sep 17 00:00:00 2001 From: Jason Hunt Date: Tue, 21 May 2019 07:15:35 -0500 Subject: [PATCH 3/4] updated lifecycle to add annual review for incubation --- docs/lifecycle/lifecycle.rst | 13 +++++++++++-- 1 file changed, 11 insertions(+), 2 deletions(-) diff --git a/docs/lifecycle/lifecycle.rst b/docs/lifecycle/lifecycle.rst index 5e74e03..d842f8c 100644 --- a/docs/lifecycle/lifecycle.rst +++ b/docs/lifecycle/lifecycle.rst @@ -143,8 +143,8 @@ buckets. Sandbox projects should still be able to take advantage of LFN membership that does not require additional funding, such as logo inclusion in marketing materials or attendance at LFN events. -Quarterly Health Review -*********************** +Quarterly Sandbox Health Review ++++++++++++++++++++++++++++++++ The TAC should review all projects in the Sandbox state on a quarterly basis. The goal of the quarterly health review is to assist the projects in their @@ -203,6 +203,15 @@ Review criteria and process public and accept design input from the public. Budget Guidance: The TAC recommends to the board that any new Incubation project not erode existing TAC project budgets. +Annual Incubation Health Review ++++++++++++++++++++++++++++++++ + +The TAC should review all projects in the Incubation state on an annual basis. +The goal of the annual health review is to assist the projects in their +participation in LFN, ensure the project's community remains healthy, and, +where appropriate, assist the project in advancing to the TAC stage (or +alternatively choose to remain in incubation). + TAC Admission Review ******************** From 24cc2ea287c2c85b59f2cd993ff9fefe27600c7b Mon Sep 17 00:00:00 2001 From: Jason Hunt Date: Tue, 18 Jun 2019 13:39:54 -0500 Subject: [PATCH 4/4] added reference to infrastructure recommendations into the project data template --- docs/lifecycle/project_data_template.rst | 4 ++++ 1 file changed, 4 insertions(+) diff --git a/docs/lifecycle/project_data_template.rst b/docs/lifecycle/project_data_template.rst index 271d7af..becff2e 100644 --- a/docs/lifecycle/project_data_template.rst +++ b/docs/lifecycle/project_data_template.rst @@ -119,6 +119,10 @@ Project Tooling Details about the tooling used by the candidate project. +Note that the TAC has made a recommendation on infrastructure tooling. Please +note where appropriate if you comply with these recommendations. +https://wiki.lfnetworking.org/display/LN/Infrastructure+Working+Group+Summary+Report + * Bug tracker * Links to bug trackers used by the candidate project.