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--- community:planning [2020/10/15 13:58] – [Selection / Succession Planning] demiankatz
+++ community:planning [2021/03/10 16:46] (current) – demiankatz
@@ Line 5: / Line 5: @@
 ===== Roles and Responsibilities =====
-This section lists roles and responsibilities that members of the VuFind Community will need to fulfill in order to keep the project functional.
+The contents of this section have been moved to the [[community:roles_and_responsibilities|Roles and Responsibilities]] page. Some outstanding questions are now answered by the Governance Document.
-It is certainly possible for one person to fulfill many roles, and for some roles to be shared by multiple people; this list is simply intended to highlight all key activities that need to be accounted for.
-==== Open Library Foundation: Required Roles ====
-In order to form an SMLLC and join the OLF, the project needs to designate individuals to serve in these three roles:
-  * Primary Manager - for the OLF's purposes, this is the primary point of contact within the Project for OLF Communications + Collaboration.  This person executes contracts/agreements with the OLF on behalf of the project.
-  * Treasurer - this person manages or is deeply familiar with the finances of the project.  If Project chooses Full Project status and does banking with the OLF, this person is designated to approve expenditures of the project, can wield a credit card and bank account ownership on behalf of the project, and is available to coordinate with the OLF Treasurer on reporting and annual bookkeeping.
-  * Secretary - this person manages the minutes of the project including any resolutions required to document business with the OLF. This person also manages and maintains all contracts brokered and executed through the SMLLC on behalf of the project, and supports the activities of the Primary Manager and the Treasurer.
-==== Project Administration/Management: Required Roles ====
-=== Critical Administrative Roles ===
-  * Internationalization Manager - as part of the release cycle, coordinate the activity of volunteer translators to keep VuFind's language files up to date with newly-added strings.
-  * Project Server Administrator - patch/maintain/monitor the operating system and software on server(s) hosting tools used by the VuFind community. This currently includes:
-    * Dokuwiki
-    * Jenkins
-    * JIRA
-    * VuFind demo instance
-    * VuFind website (reverse proxy on top of GitHub pages)
-  * Project Software Administrator(s) - manage key software applications for the project. These include:
-    * Dokuwiki Administrator - use escalated privileges to manage Dokuwiki application; receive/monitor notices of page changes to prevent/revert malicious updates.
-    * GitHub Administrator - use escalated privileges to manage GitHub resources (vufind-org community, releases, etc.)
-    * Jenkins Administrator - use escalated privileges to manage Jenkins application; update plugins/configurations as needed.
-    * JIRA Administrator - use escalated privileges to manage JIRA application, including license renewals through Atlassian.
-    * SourceForge Administrator - use escalated privileges to manage SourceForge resources (news feed, mailing lists, downloads).
-  * Release Manager - schedule releases, ensure that outstanding tasks are completed on schedule, and work through the [[changelog:release_checklist|release checklist]] whenever a new version is released.
-=== Core Community Roles ===
-  * Committers / Code Reviewers - commit to the main vufind-org repositories and review/merge pull requests. There should be a qualification process to gain these privileges, and a mechanism for ensuring that reviews are completed by the most appropriate individual(s) in a timely fashion.
-  * Documentation Experts - maintain the project's documentation (wiki, introductory book, videos, etc.) to ensure it remains accurate and logically organized.
-  * Technical Support Experts - monitor incoming communication channels (mailing lists, Slack, JIRA tickets, etc.) and assist users who are encountering problems.
-=== Communication Roles ===
-  * Community Call Host - plan monthly Community Calls (set agendas) and moderate/host the events. This also includes ensuring that a viable communication platform is available for the calls.
-  * Newsletter Editor - monitor ongoing development (pull requests, JIRA tickets, Community Calls, etc.) in order to maintain the activity lists for the monthly newsletter; an executive summary also needs to be written each month to highlight key developments.
-  * Project Advocates - present on behalf of VuFind at conferences, provide references to potentially interested institutions, and otherwise increase the visibility of the software through active communication.
-  * Summit Planners - take responsibility for planning annual conferences: developing calls for papers, scheduling, communication platform selection, event hosting, post-event surveying, etc.
-  * Video Editor - edit tutorial videos, Summit outputs, etc.; polish/correct machine-generated transcripts.
-==== Decision Making ====
-The list of roles above does not explicitly account for decision-making within the project. How do we set priorities, make architectural decisions, etc.? Does the project need a "lead architect" role, or some kind of technical steering committee? This is an important gap that will need to be filled, but depending on the mechanism decided upon, the role(s) involved might vary.
-OSS Watch's [[http://oss-watch.ac.uk/resources/governancemodels|Governance Models]] document provides some helpful food for thought.
-==== Regional Considerations ====
-Would it be possible/helpful to set up regional networks (for example, for language communities other than English) to support the project with particular audiences? How would these networks interact with the top-level project?
-==== Selection / Succession Planning ====
-How do we determine assignment of roles to individuals? Is there a fixed term for serving in each role? What happens if someone is suddenly unable to fulfill their obligations? How do we keep things running in an emergency?
 ===== Expenses =====
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     * Donation solicitations -- many projects ask for donations on their download screen; would this be appropriate for us? Again, administration is a cost.
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