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196 changes: 171 additions & 25 deletions docs/lifecycle/lifecycle.rst
Original file line number Diff line number Diff line change
Expand Up @@ -24,12 +24,19 @@ 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 |

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maybe a stupid question but who/which entity is responsible to decide whether a project is admitted or not in LFN?

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Someone will correct me if I'm wrong, but the board has the decision but has asked the TAC to come up with a project lifecycle and recommendations to the board.

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The TAC recommends to the Governing Board. The GB has the final say.

| | 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 |
| | funding (while not impacting TAC projects) but does not yet |
| | have a representative on the TAC. |
+---------------+-------------------------------------------------------------+
| TAC Project | Project is granted TAC representation. |
+---------------+-------------------------------------------------------------+
| Archived | Project is no longer active. |
+---------------+-------------------------------------------------------------+
Expand All @@ -40,13 +47,19 @@ 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 |
+--------------+-------------------+----------------------+-------------------+
| Incubation | TAC | TAC Admission Review | TAC Admission Rvw |

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is there any possibility to move from TAC to Incubation

  • board priority review
  • decrease of community activity (but still some => so no exit or archive)
  • non respect of the criteria used for promotion (increasing overlap with other projects?)

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Seems reasonable... are these the right criteria? Who should initiate it?

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Added an Incubation Reversal Review, modeled after the Archive Review

+--------------+-------------------+----------------------+-------------------+
| Non-TAC | TAC | TAC Admission Review | |
| TAC | Incubation | Incubation Reversal | |
| | | Review | |
+--------------+-------------------+----------------------+-------------------+
| * | Archived | Archival Review | |
+--------------+-------------------+----------------------+-------------------+
| * | Non-LFN | LFN Exit Review | LFN Exit Review |
| * | none | LFN Exit Review | LFN Exit Review |
+--------------+-------------------+----------------------+-------------------+

Project Reviews
Expand Down Expand Up @@ -103,6 +116,9 @@ 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
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Do we have a defined scope to apply this to? Generally, I am highly highly supportive of this requirement... but it does require us having a well defined scope.

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I think this a good requirement but the actual scope is a work item for TAC and Board - the strategic direction topic

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@bdfreeman1421 I agree that defining scope is the board's purview. I was curious if it has defined one. If not, we should recommend it do so.

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Do we need to change the wording here or just make sure that TAC & Board work on a scope definition for LFN?

scope of the LFN.

Outcome for TAC LFN Admission Review
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

Expand All @@ -117,36 +133,170 @@ 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 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. 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 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
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

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2 entities reviewing at the same time => no risk of desync?

consultative review from the TAC submitted to the board for decision is precised just after this statement. why not indicating directly here.

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.

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not trivial...

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It seems like the TAC should have a viewpoint on the technical fit of projects within LFN... think about the CNCF landscape (https://landscape.cncf.io) though much simpler. Do you agree this should be a TAC responsibility?


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 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.

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
********************

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.

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 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.

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.

Archival Review
***************
Expand Down Expand Up @@ -198,12 +348,8 @@ 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
<tf-condit-induct-email_>`__ 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
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
---------------------------------
Expand Down
4 changes: 4 additions & 0 deletions docs/lifecycle/project_data_template.rst
Original file line number Diff line number Diff line change
Expand Up @@ -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.
Expand Down