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From Apache Wiki <wikidi...@apache.org>
Subject [Incubator Wiki] Update of "LucyProposal" by HossMan
Date Thu, 08 Jul 2010 23:15:53 GMT
Dear Wiki user,

You have subscribed to a wiki page or wiki category on "Incubator Wiki" for change notification.

The "LucyProposal" page has been changed by HossMan.
The comment on this change is: migrating from draft version in lucy wiki.
http://wiki.apache.org/incubator/LucyProposal

--------------------------------------------------

New page:
== Preface ==
Lucy is a sub-project which is being spun off from the Lucene TLP but is not yet ready for
graduation.  We propose to address certain needs of the project by transitioning to an Incubator
Podling, and assimilating the !KinoSearch codebase.


== Abstract ==
Lucy will be a loose port of the Lucene search engine library, written in C and targeted at
dynamic language users.

== Proposal ==
Lucy has two aims.  First, it will be a high-performance C search engine library.  Second,
it will maximize its usability and power when accessed via dynamic language bindings.  To
that end, it will present highly idiomatic, carefully tailored APIs for each of its "host"
binding languages, including support for subclasses written entirely in the "host" language.

== Background ==
Lucy, a "loose C" port of Java Lucene, began as an ambitious, from-scratch Lucene sub-project,
with David Balmain (author of Ferret, a Ruby/C port of Lucene), Doug Cutting, and Marvin Humphrey
(founder of !KinoSearch, a Perl/C port) as committers.  During an initial burst of activity,
the overall architecture for Lucy was sketched out by Dave and Marvin.  Unfortunately, Dave
became unavailable soon after, and without a working codebase to release or any users, it
proved difficult to replace him.  Still, Marvin carried on their work throughout a period
of seemingly low activity.

In the last year, that work has come to fruition: major technical milestones have been achieved
and Lucy's underpinnings have been completed.  Additionally, other developers from the !KinoSearch
community have taken an interest in Lucy and have begun to ramp up their contributions.  The
next steps for Lucy were articulated by the Lucene PMC in a recent review: make releases,
acquire users, grow community.

To implement the Lucene PMC's recommendations and get to a release as quickly as possible,
the Lucy community proposes to assimilate the !KinoSearch codebase, which has been retrofitted
to use Lucy's core.  Lucy still lacks a number of important indexing and search classes; we
wish to flesh these out via IP clearance work rather than software development.

Because Lucene is working to move away from being an "umbrella project", a long term goal
of the Lucy project is to graduate to an ASF TLP.  With that in mind, it seems more appropriate
for the !KinoSearch software grant to take place within the context of the Incubator, and
that a Lucy podling and PPMC be established which will ultimately take responsibility for
the codebase.


== Rationale ==
There is great hunger for a search engine library in the mode of Lucene which is accessible
from various dynamic languages, and for one accessible from pure C.  Individuals naturally
wish to code in their language of choice.  Organizations which do not have significant Java
expertise may not want to support Java strictly for the sake of running a Lucene installation.
 Developers may want to take advantage of C's interoperability and fine-grained control. 
Lucy will meet all these demands.

Apache is a natural home for our project given the way it has always operated: user-driven
innovation, security as a requirement, lively and amiable mailing list discussions, strength
through diversity, and so on.  We feel comfortable here, and we believe that we will become
exemplary Apache citizens.

== Initial Goals ==
 * Make a 1.0 stable release as quickly as possible.
 * Concentrate on community expansion.
 * Expose a public C API.

== Current Status ==
=== Meritocracy ===
Our initial committer list includes two individuals (Peter Karman and Nathan Kurz) who started
off as !KinoSearch users, demonstrated merit through constructive forum participation, adept
negotiation, consensus building, and submission of high-quality contributions, and were invited
to become committers.  Peter now rolls most releases.

We look forward to continuing to operate as a meritocracy under the established traditions
and rules of the ASF.

=== Community ===
Lucy's most active participants of late have been drawn from the !KinoSearch and Lucene communities.
 Having been focused on features and technical goals for a long time, we are considerably
overdue for a stable release, and anticipate rapid growth in its wake.

=== Core Developers ===
 * Marvin Humphrey is the project founder of !KinoSearch, and co-founded the existing Lucy
sub-project.  He is presently employed by Eventful, Inc.
 * Peter Karman has contributed to several open source projects since 2001, including being
a committer at http://swish-e.org/ (a search engine), http://code.google.com/p/rose/ (an ORM)
and http://catalyst.perl.org/ (web framework).  He is employed by American Public Media.
 * Nathan Kurz is excited by the intersection of search and recommendations, and has been
a !KinoSearch committer since 2007.  As the owner of Scream Sorbet (http://screamsorbet.com),
he divides his time between code and fruit. 

=== Alignment ===
One Apache value which is particularly cherished by the Lucy community is codebase transparency.
 We have developed institutions which enable us to measure and maximize usability (see [[http://wiki.apache.org/lucy/BrainLog]]),
and we feel strongly that the bindings for Lucy must present APIs and documentation which
are idiomatic to the host language culture so that end users can consume our work as easily
as possible.

The controlled competition of meritocratic community development is also very important to
us.  There has been substantial cross-pollination of ideas between Lucene and Lucy, yielding
considerable benefits for both projects.  The Lucy developers envision that our host-language
sub-communities will approach using and extending the library in distinct ways; we hope to
harness the creative tension between them to drive innovation, building productive relationships
akin to the one that Lucene and Lucy have today.

A third priority of ours is to be bound by existing Apache institutions, for the protection
of all our stakeholders.

== Known Risks ==
=== Orphaned products ===
All core developers have been associated with the project for several years across multiple
jobs.  However, at this time, the project would probably not survive the departure of Marvin
Humphrey, so there is a risk of being orphaned.  Marvin has no plans to leave, but we have
been actively working to disperse his knowledge of the code base and administrative responsibilities
in order to make him dispensable.  Having staggered badly after Dave Balmain's departure,
we are keenly aware of this vulnerability and highly motivated to eliminate it.

=== Inexperience with Open Source ===
The core developers all have significant experience with open source development, and include
one present Apache committer.  We recognize that we lack PMC experience and seek to address
that deficiency by using the Incubator environment to educate ourselves and prepare for responsible
self-governance.

=== Homogenous Developers ===
Our community is geographically dispersed, with members in San Diego, Oakland, and Minneapolis.
 We all work for different organizations.

=== Reliance on Salaried Developers ===
Marvin Humphrey has a great job at Eventful working primarily on this project and supporting
applications that use it.  Nevertheless, he is extremely dedicated to Lucy and is determined
to see it through to the point where it becomes self-sustaining, regardless of work circumstances.

=== Relationships with Other Apache Products ===
Lucy's relationship with Lucene of cordial "coopetition" has produced benefits for Lucene
users in terms of indexing speed, near-real-time search support, and more.  We expect this
dynamic to continue delivering improvements for all parties involved.

=== An Excessive Fascination with the Apache Brand ===
Our desire to maintain Lucy's affiliation with Apache has less to do with the brand and more
to do with our conviction that developing the project The Apache Way under Apache institutions
is in Lucy's best interests.  However, we have to acknowledge that during its time as a Lucene
subproject, Lucy has not always fulfilled certain key requirements for an Apache project.
 In particular, it has failed to "release early, release often", and it has made minimal progress
in expanding its community.

We attribute some of our difficulties to the what may have been excess ambition in the original
Lucy plan, given the scope of the project and the size of the initial committer list:

 . [[http://www.apache.org/foundation/how-it-works.html#incubator]]

 . The basic requirements for incubation are:
  * a working codebase -- over the years and after several failures, the foundation came to
understand that without an initial working codebase, it is generally hard to bootstrap a community.

By rebooting the project with a working codebase, we expect to avoid the trap that ensnared
Lucy's first incarnation: we will release early, release often, accumulate users, nurture
contributors, and grow our community.

== Documentation ==

 * Current Lucy website: [[http://lucene.apache.org/lucy/]]
 * Current Lucy Subversion repository: [[http://svn.apache.org/repos/asf/lucene/lucy/]]
 * Current Lucy mailing lists: [[http://lucene.apache.org/lucy/mailing_lists.html]]
 * !KinoSearch Subversion repository: [[http://www.rectangular.com/svn/kinosearch/]]
 * !KinoSearch Perl API documentation: [[http://www.rectangular.com/kinosearch/docs/devel/]]
 * !KinoSearch Discussion list: [[http://www.rectangular.com/mailman/listinfo/kinosearch/]]

== Initial Source ==
The initial source will be a snapshot from the !KinoSearch subversion repository.

== Source and Intellectual Property Submission Plan ==
!KinoSearch is currently under a GPL/Artistic license.  There are five individuals who have
made multiple significant contributions to the codebase and whose participation is either
essential or would be very helpful: Marvin Humphrey, Peter Karman, Nathan Kurz, Chris Nandor,
and Father Chrysostomos.  All have been contacted and are amenable to re-licensing their work
and contributing it to Apache.  We will contact as many other contributors as possible; if
there are any that we cannot obtain permission from, we will refactor to expunge their work.

== External Dependencies ==
The Perl bindings for !KinoSearch currently depend on a few CPAN modules which do not have
Apache-compatible licenses.  It will be possible to eliminate all such dependencies if necessary.

== Required Resources ==
=== Mailing lists ===
 * lucy-dev
 * lucy-private (with moderated subscriptions)
 * lucy-commits
 * lucy-users

Lucy already has lucy-dev, lucy-users, and lucy-commits mailing lists under lucene.apache.org.
 Perhaps these could be deactivated and the memberships migrated to the appropriate lists
under incubator.apache.org, leaving the lucene.apache.org archives as read-only.

=== Subversion Directory ===
Lucy already has a Subversion directory at [[http://svn.apache.org/repos/asf/lucene/lucy]].
In keeping with naming conventions, it could be moved to [[http://svn.apache.org/repos/asf/incubator/lucy]].

=== Issue Tracking ===
Lucy already has a JIRA tracker: Lucy (LUCY)

=== Other Resources ===
Lucy already has a MoinMoin wiki at wiki.apache.org/lucy.  It would be convenient to keep
it, especially since its current location is also where it would end up upon TLP graduation,
but we will defer to the wishes of the Incubator PMC if standard Incubator wiki placement
is recommended.

== Initial Committers ==
||'''Name''' ||'''Email''' || '''Affiliation''' || '''CLA''' ||
||Marvin Humphrey||marvin AT apache DOT org|| [[http://eventful.com/|Eventful]] || yes ||
||Peter Karman||peter AT peknet DOT com|| American Public Media || yes ||
||Nathan Kurz||nate AT verse DOT com|| [[http://screamsorbet.com/|Scream Sorbet]] || ||

== Sponsors ==
=== Champion ===
 * Chris Hostetter (hossman AT apache DOT org)

=== Nominated Mentors ===
 * Chris Mattmann (mattmann AT apache DOT org)

=== Sponsoring Entity ===
Lucy is currently sponsored by Lucene as a sub-project. This proposal advocates changing Lucy's
relationship with Apache from developing all new code as a Lucene sub-project, to instead
assimilating existing code (!KinoSearch) under the sponsorship of the Incubator.

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