Update Design Summit -> Forum + PTG
Update language around Design Summit, and mention Forum and PTGs instead. This also affects timelines which were based on Summit - n weeks and which were therefore removed. Change-Id: Ieb6990c993d0eec78a17464374f84c1eb0606d12
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@ -6,9 +6,16 @@
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Design Summit
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Design Summits are periodic, in-person, meetings for the entire
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OpenStack community used to finalize plans for a development
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cycle. See :ref:`design-summit` for details.
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The 'Design Summit' is the previous name for the developer-oriented event
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that used to happen concurrently with the OpenStack Summit. Design
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Summits have been split into two separtate events: the :ref:`forum` at the
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OpenStack Summit, and the :ref:`ptg`.
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Forum
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The 'Forum' is one of the pillars of the OpenStack Summit event. It is
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where the community gets together to discuss the future of OpenStack.
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See :ref:`forum` for details.
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IRC
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@ -18,11 +25,18 @@
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https://wiki.openstack.org/wiki/IRC for tips for setting up a
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client.
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Mid-cycle sprints/meetups
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Mid-cycle sprints
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Midcycle sprints or meetups are optional in-person gatherings
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focused around a project team or a specific initiative within the
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community. See :ref:`midcycles` for details.
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community. See :ref:`sprints` for details.
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Project Teams Gathering ('PTG')
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The 'Project Teams Gathering' is an event for upstream project team
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members to get together to bootstrap a new development cycle and
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organize the work for the remainder of the cycle. See :ref:`ptg`
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for details.
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PTL
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@ -34,4 +48,4 @@
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The OpenStack Technical Committee is responsible for governance
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of the technical contributors to the project. See
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http://governance.openstack.org for more details.
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https://governance.openstack.org/tc/ for more details.
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@ -132,7 +132,8 @@ a default ambassador of the project team in communications with other teams.
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The PTL is expected to have sufficient time available to dedicate to running
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the project. Responsibilities of the PTL include the following tasks:
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* Organizing the content of the project team track in our Design Summits
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* Organizing the team participation to events like the Forum or Project Teams
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Gatherings
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* Interacting with the release team in the #openstack-release IRC channel
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* By default participating in the weekly `Cross Project meeting`_ and watching
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the `cross project repository`_, unless a `Cross Project Specification
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@ -179,37 +180,10 @@ wiki page on `tie breaking`_.
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Election Schedule
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-----------------
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The election schedule is based on the release cycle and summit dates,
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so the following timeline is expressed as the number of weeks leading
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up to the summit.
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Summit -6
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~~~~~~~~~
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Nominations open for PTL elections for the next cycle begin the week
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before the election.
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Summit -5
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~~~~~~~~~
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PTL elections for the next cycle are held 5 weeks before the design
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summit. Refer to `the TC charter
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<http://governance.openstack.org/reference/charter.html#election-for-ptl-seats>`__
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for more details about PTL elections.
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Summit -4
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~~~~~~~~~
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Nominations for the Technical Committee election begin the week before
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the election.
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Summit -3
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~~~~~~~~~
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The Technical Committee election is held 3 weeks before the design
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summit. Refer to `the TC charter
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<http://governance.openstack.org/reference/charter.html#election-for-tc-seats>`__
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for more details about TC elections.
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The `Technical Committee charter
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<https://governance.openstack.org/tc/reference/charter.html>`__
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defines the rules for the election schedule. Dates are generally based on the
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release cycle (for PTL elections) and summit dates (for the TC elections).
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.. _should be logged: http://governance.openstack.org/reference/irc.html
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@ -12,119 +12,54 @@ all, however, is our common 6-month development cycle.
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OpenStack development cycles are named alphabetically (Austin, Bexar, Cactus,
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Diablo...) and may result in one or more releases. Stable branches (see the
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chapter on :doc:`Stable Branches </stable-branches>`) are only cut once though, from the last release of a given deliverable for that development cycle.
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chapter on :doc:`Stable Branches </stable-branches>`) are only cut once
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though, from the last release of a given deliverable for that development
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cycle.
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.. _design-summit:
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.. _forum:
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Design Summit
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=============
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Forum
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=====
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Design Summits are events held at the beginning of a development cycle, every
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6 months. They are a key part of the "Open Design" promise: they are open to
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the public, and recent contributors are sponsored by the OpenStack Foundation
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to attend free of charge. They were modeled after Ubuntu Developers Summits,
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which are now discontinued.
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The Forum is an event held during the OpenStack Summits, every 6 months.
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They are a key part of the "Open Design" promise: it is where the various
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constituents of our community get together to bring feedback and discuss the
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future of OpenStack.
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Goals
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-----
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OpenStack Design Summits have several goals:
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The Forum has several goals:
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* Close the feedback loop, by getting developers, operators and end users
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of OpenStack in the same room
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* Get feedback on the last release
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* Get priorities for the next development cycle
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* For features at the early design stages, get feedback on early direction
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and quick convergence across a broad range of attendees
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* For features that are being implemented, get it through the final
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implementation stages and engage with potential contributors and testers
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* Get alignment on project team priorities for the upcoming development cycle
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* Make quick progress on issues that are difficult to solve otherwise, by
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getting the right set of people working on it together at the same time
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* Meet in person with fellow contributors, socialize in the hallway track or
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evening events, reset relationships after heated online discussions
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The OpenStack Design Summits are not for traditional speaker-to-audience
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The Forum is not for traditional speaker-to-audience
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presentations. They should all be open discussions about a specific technical
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topic. Therefore, usage of slides or microphones is discouraged, to reduce
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the distance between the session proposer/moderator and the rest of the
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audience.
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Event structure
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---------------
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The event lasts for 4 days and is organized in tracks.
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* The first day is usually dedicated to the "cross-project workshops" track.
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This track is meant to provide a forum to discuss and address issues that
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span more than just one project team. Sessions are generally 40-min long
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or 90-min long.
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* The second and third days are usually dedicated to project team tracks (one
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per project team). Sessions are generally 40-min long.
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* The "Ops" track is spread across those first three days. Originally a
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separate event (the "Ops Summit"), the operators feedback and discussions
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are now an integral part of our design process. Sessions are generally 40-min
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or 90-min long.
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* The last day is generally organized as "contributors meetups": half a day or
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a full day of open discussion between project team members. The agenda is
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generally decided on the spot based on the result of the previous sessions,
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and the amount of energy left at that stage.
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Session types
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-------------
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There are two types of rooms available for sessions, which condition the type
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of session you can hold in them.
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*Fishbowl* sessions happen in large rooms that can hold between 100 and 300
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people. Those rooms are equipped with a projector and whiteboards, and are
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organized in fishbowl style (concentric circles of chairs, people who want
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to engage in the discussion should move to the center of the fishbowl)
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Those sessions are for open discussions where a lot of participation and
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feedback is desirable. They generally have catchy titles and appear prominently
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on the Design Summit schedule.
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*Working* sessions happen in smaller rooms that can hold between 20 and 40
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people. Those rooms are equipped with a monitor and whiteboards, and are
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organized in boardroom style (everyone around a large table).
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Those sessions are for a smaller group of contributors to get specific
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work done or prioritized. They generally have a blanket title (like "infra
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team working session") and redirect to an etherpad for more precise and
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current information about content, in an attempt to limit out-of-team
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participation and avoid overcrowding the room.
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Pre-summit organization
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-----------------------
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A few months before the event, every PTL is contacted by the event organizers
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to get an idea of the session needs for their project team track. After
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conferring with their teams, they should answer with a number of fishbowl
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sessions and working sessions desired.
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The list of topics being discussed is selected by a selection committee
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including User Committee members, Technical Committee members and Foundation
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staff, based on input from the community.
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The organizing staff at the Foundation will gather all requirements and
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allocate slots based on project requests and availability in the venue,
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potentially arbitrating using metrics showing team development activity over
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the past cycle.
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With that allocation in mind, each project team should come up with a list of
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topics to cover in fishbowl and working sessions. This is usually done through
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collaborative tools like etherpad.openstack.org and multiple team meetings.
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Approximately a month before summit, the draft slot / room allocation will be
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proposed. It tries to minimize block conflicts (a project being prevented from
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attending any session from another project), but comments are welcome before
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it is made final.
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A few weeks before summit, PTLs will be asked to push the proposed schedule
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through tooling that will connect to the scheduling app used at the Summit.
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Topics are first brainstormed by each group on separate etherpads, then
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formally submitted for committee review.
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During the summit
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-----------------
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We use etherpad.openstack.org to take notes during sessions. It is generally
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a good idea to prepare those etherpads in advance and list them on the
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common list of Design Summit etherpads.
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common list of Forum etherpads.
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Each session should have a moderator to keep the discussion on track, and try
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to get to actionable outcomes before the end of the session. It is generally
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@ -135,34 +70,42 @@ your session on time, so that they can easily jump to another room. Vacate the
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room at the end of the session, and continue the discussion in the hallway if
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necessary.
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.. _midcycles:
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.. _ptg:
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Midcycle sprints
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================
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Project Teams Gathering
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=======================
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Midcycle sprints (also named *midcycle meetups*) are optional project team
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gatherings that happen between Design Summits. They should be announced on the
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openstack-dev mailing-list and listed on:
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https://wiki.openstack.org/wiki/Sprints
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The Project Teams Gathering (or PTG) is an event held every 6 months,
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at the beginning of each development cycle. Attendance is key to the
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developer productivity during the rest of the cycle.
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Those are freely organized by project teams, usually using space donated by
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Foundation member companies. Travel costs are the responsibility of the
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individual attending (their employer most likely). Those are especially
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useful in the early days of joining or forming a team, when social bonds
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and trust need to be established.
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Each room at the PTG is freely organized by each project team or
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workgroup.
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Multiple sprints may be co-located, especially when there are good
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cross-pollination opportunities between the involved teams. However,
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productivity also lies in the small, quiet environment, and social bonding
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is easier in smaller groups.
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Goals
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-----
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Note that the Design Summit should be the first choice for gathering the
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whole team for decisions and roadmap alignment. Attendance to the midcycle
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sprints should never be mandatory. It is therefore better to have a specific
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objective for the sprint and use it to get things done. Any feeling of
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"required" attendance (social or actual) may cause hard feelings, especially
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marginalizing contributors without a corporate sponsor, family caretakers,
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and people who need Visas to travel.
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* Bootstrap the upcoming development cycle, get alignment on the team
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priorities, define common objectives, assign tasks
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* Make quick progress on issues that are difficult to solve otherwise, by
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getting the right set of people working on it together at the same time
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* Meet in person with fellow contributors, address social issues, spend time
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together during the evening, reset relationships after heated online
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discussions
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* Take advantage of cross-pollination, by taking time to discuss
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inter-project issues with members of other teams that will be present
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during the same week
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.. _sprints:
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Sprints
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=======
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In addition to Forums and PTGs, teams may meet in-person or virtually in
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specific sprints. For those, it is generally good to have a specific
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objective for the sprint and use it to get a specific goal done. They
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should be announced on the mailing-list and open to any contributor who
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wants to join.
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To enable people to focus on the same topic at the same time, without
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factoring in the monetary and life cost of travel, we also support Virtual
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@ -70,7 +70,7 @@ private messages on IRC or publicly through the openstack-dev mailing list.
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#. Does the person participate in weekly meetings?
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#. Does the person participate at the summit design sessions?
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#. Does the person participate in the forum discussions?
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#. Does the person participate at the mid-cycle / project-team-gathering?
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@ -146,6 +146,31 @@ During the cycle
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release after 4 weeks even if the changes are minor. *More often is
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better than less often.*
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Before the Forum
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================
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#. Start an etherpad to brainstorm potential session topics. For example:
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http://lists.openstack.org/pipermail/openstack-dev/2017-March/114123.html
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#. Based on that brainstorming, propose sessions. Create an etherpad for
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every session, prime the content. List these etherpads in the Wiki.
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During the Forum
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================
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#. Reach out to potential new contributors to the project, participate in
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project on-boarding sessions.
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#. Attend as many cross-project sessions as possible.
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#. In the discussion sessions you moderate:
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* Take notes on the etherpad (or delegate a scribe)
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* Act as a moderator rather than actively participate (or delegate a moderator)
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#. After the discussion, post a summary of the session outcome to the ML, for the
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benefit of those who could not be present.
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At the end of the cycle
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=======================
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@ -166,28 +191,23 @@ At the end of the cycle
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install guide need to be updated?
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Before the Summit
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=================
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Before the PTG
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==============
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#. Start an etherpad for the design session proposals mail it out. For example:
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https://www.mail-archive.com/openstack-dev@lists.openstack.org/msg49312.html
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#. Decide if your team will hold a team meeting at the PTG, and communicate
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with the events organizers
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#. Create an etherpad for every design session, prime the content. List these
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etherpads in the Wiki and send out a note to mailing list. For example:
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http://lists.openstack.org/pipermail/openstack-dev/2015-October/076283.html
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#. If your team gathers at the PTG, create an etherpad to dynamically build
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the room agenda, and list it on the event wiki page.
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During the summit
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=================
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During the PTG
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==============
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#. Reach out to new contributors to the project at the design sessions.
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#. Be flexible, attend inter-project sessions as appropriate.
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#. Attend as many cross-project sessions as possible.
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#. At the project design sessions.
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* Take notes on the etherpad (or delegate a scribe)
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* Act as a moderator rather than actively participate (or delegate a moderator)
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#. Keep the event schedule up to date on what the current topics of discussion
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in your team room is.
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Stable
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The development cycles follow a repeating pattern, which is described
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in general terms here. The length of time between milestones may
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change from cycle to cycle because of holidays, summit scheduling, and
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change from cycle to cycle because of holidays, event scheduling, and
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other factors, so consult the wiki for the actual schedule for the
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current cycle. The cycles follow a repeating pattern, which is
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described more generally here.
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Weeks with negative numbers are counting down leading to the event
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("Summit -2" is 2 weeks before the summit). Weeks with positive
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("Release -2" is 2 weeks before the release). Weeks with positive
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numbers are counting up following an event ("Feature Freeze +1" is the
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week following the feature freeze).
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.. note::
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Dates for elections are specified in the Technical Committee charter
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relative to the design summits, while most other dates are based on
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relative to events dates, while most other dates are based on
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community consensus and expressed in terms of the release date.
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Because the summit may move around in the cycle, the two scheduling
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Because the events may move around in the cycle, the two scheduling
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systems may overlap differently in different cycles.
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Weeks Leading to Milestone 1
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@ -412,19 +412,6 @@ Release 0
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Thursday of this week
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- All library releases freeze on master ends
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Summit -2
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---------
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Final summit planning and design session preparation.
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Summit
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------
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The semi-annual Design Summit and Conference where contributors,
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operators, and users meet in person to discuss the state of the
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project and future work.
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.. _Mitaka Release Schedule: https://wiki.openstack.org/wiki/Mitaka_Release_Schedule
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Managing Release Notes
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======================
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@ -51,10 +51,10 @@ Phase II support. Depending on how long each branch is supported, there may be
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one or more releases in Phase III support.
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The exact length of any given stable branch life support is discussed amongst
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stable branch maintainers and QA/infrastructure teams at every Design Summit.
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It is generally between 9 and 15 months, at which point the value of the
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stable branch is clearly outweighed by the cost in maintaining it in our
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continuous integration systems.
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stable branch maintainers and QA/infrastructure teams at the start of every
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release cycle. It is generally between 9 and 15 months, at which point the
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value of the stable branch is clearly outweighed by the cost in maintaining
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it in our continuous integration systems.
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Appropriate Fixes
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