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From Apache Wiki <>
Subject [Lucy Wiki] Update of "GraduationPlan" by MarvinHumphrey
Date Fri, 25 Jun 2010 03:11:54 GMT
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== Abstract ==

A short descriptive summary of the project. A short paragraph, ideally one sentence in length.

The abstract should be suitable for reuse in the board resolution used to create the official
project upon graduation, as the first paragraph on the podling web site and in the DOAP document.
Examples: Geronimo will be a J2EE compliant container. Heraldry will develop technologies
around the emerging user-centric identity space. Yoko will be a CORBA server.

== Proposal ==

A lengthier description of the proposal. Should be reasonably declarative. More discursive
material should be included in the rationale (or other later sections).
Example (XAP): XAP is to provide an XML-based declarative framework for building, deploying
and maintaining rich, interactive, Ajax-powered web applications. A basic principal of XAP
is to leverage existing Ajax ...

== Background ==

Provides context for those unfamiliar with the problem space and history.

Explain terms whose meanings may be misunderstood (for example, where there is not a single
widely adopted definition).

This content should be capable of being safely ignored by domain experts. It should probably
find an eventual home on the Podling website.
Example (Heraldry): To provide some background, the Higgins Project is being actively developed
within Eclipse and is a framework that will enable users and enterprises to integrate identity,
profile, and relationship information across multiple systems. Using context providers, existing
and new systems such as directories, collaboration spaces ...

== Rationale ==

Explains why this project needs to exist and why should it be adopted by Apache. This is the
right place for discursive material.
Example (Beehive): There is a strong need for a cohesive, easy-to-use programming model for
building J2EE applications. Developers new to Java are forced to learn a myriad of APIs just
to build simple applications; advanced J2EE developers are forced to write tedious plumbing
code; and tools authors are limited in what they can do to simplify the experience due to
the underlying complexity.

== Initial Goals ==

A complex proposal (involving multiple existing code bases, for example) may cause concerns
about its practicality. A good way to address these concerns is to create a plan that demonstrates
the proposal is feasible and has been carefully thought through.

Many projects will not need this section.
Example (Heraldry): * Expansion of Yadis and OpenID libraries into additional languages beyond
the existing Python, Ruby, Perl, and PHP libraries * OpenID authentication specification revision
to fix known security considerations, investigate compatibility with the DIX IETF proposal,
describe Yadis integration, and allow either an URL or XRI be used as the End User's Identifier

== Current Status ==

This section (and the contained topics) describes the candidate's current status and development
practices. This should be an honest assessment balancing these against Apache's principles
and development ideals.

For some proposals, this is a chance to demonstrate understanding of the issues that will
need to addressed before graduation. For others, this is a chance to highlight the close match
with Apache that already exists. Proposals without an initial code base should just simply
state that.

Some proposals name this section criteria (though the term is a little misleading).

=== Meritocracy ===

Apache is a meritocracy.

Once a developer has submitted enough good patches then it should be natural that they are
elected to committer. It should be natural that active committers are elected to the project
management committee (PMC).

This process of renewal is vital to the long term health of Apache projects. This is the right
place to demonstrate that this process is understood by the proposers.
Example (OFBiz): OFBiz was originally created by David E. Jones and Andy Zeneski in May 2001.
The project now has committers and users from around the world. The newer committers of the
project joined in subsequent years by initially submitting patches, then having commit privileges
for some of the applications, and then privileges over a larger range of applications... Example
(Beehive): We plan to do everything possible to encourage an environment that supports a meritocracy.
One of the lessons that the XMLBeans committers have learned is that meritocracies don't just
evolve from good intentions; they require actively asking the community for help, listing/specifying
the work that needs to be done, and keeping track of and encouraging members of the community
who make any contributions...

=== Community ===

Apache is interested only in communities.

Candidates should start with a community and have the potential to grow and renew this community
by attracting new users and developers. Explain how the proposal fits this vision.
Example (Beehive): BEA has been building a community around predecessors to this framework
for the last two years. There is currently an active newsgroup that should help us build a
new community at Apache... Example (WebWork2): The WebWork 2 community has a strong following
with active mailing lists and forums... Example (WADI): The need for a full service clustering
and caching component in the open source is tremendous as its use can be applied in many areas,
thus providing the potential for an incredibly large community...

=== Core Developers ===

Apache is composed of individuals.

It is useful to provide a brief introduction to the developers on the initial committers list.
This is best done here (and not in that section). This section may be used to discuss the
diversity of the core development team.
Example (ServiceMix) The core developers are a diverse group of developers many of which are
already very experienced open source developers. There is at least one Apache Member together
with a number of other existing Apache Committers along with folks from various companies. Example (WADI) WADI was founded by Jules Gosnell in 2004, it now
has a strong base of developers from Geronimo, Castor, OpenEJB, Mojo, Jetty, ActiveCluster,
ActiveMQ, and ServiceMix.

=== Alignment ===

Describe why Apache is a good match for the proposal. An opportunity to highlight links with
Apache projects and development philosophy.
Example (Beehive): The initial code base is targeted to run within Tomcat, but the goal is
to allow the framework to run on any compliant Servlet or J2EE container. The Web services
component, based on JSR-181, will leverage Axis. The NetUI component builds on top of Struts.
The underlying Controls component framework uses Velocity. There are other projects that we
will need to work with, such as the Portals and Maven projects.

== Known Risks ==

An exercise in self-knowledge. Risks don't mean that a project is unacceptable. If they are
recognized and noted then they can be addressed during incubation.

=== Orphaned products ===

A public commitment to future development.

Recruiting a diverse development community and strong user base takes time. Apache needs to
be confident that the proposers are committed.
Example (Yoko): The contributors are leading vendors in this space. There is no risk of any
of the usual warning signs of orphaned or abandoned code.

Example (Ivy): Due to its small number of committers, there is a risk of being orphaned. The
main knowledge of the codebase is still mainly owned by Xavier Hanin. Even if Xavier has no
plan to leave Ivy development, this is a problem we are aware of and know that need to be
worked on so that the project become less dependent on an individual.

Example (Tika): There are a number of projects at various stages of maturity that implement
a subset of the proposed features in Tika. For many potential users the existing tools are
already enough, which reduces the demand for a more generic toolkit. This can also be seen
in the slow progress of this proposal over the past year. However, once the project gets started
we can quickly reach the feature level of existing tools based on seed code from sources mentioned
below. After that we believe to be able to quickly grow the developer and user communities
based on the benefits of a generic toolkit over custom alternatives.

=== Inexperience with Open Source ===

If the proposal is based on an existing open source project with a history of open development,
then highlight this here.

If the list of initial committers contains developers with strong open source backgrounds
then highlight this here.

Inexperience with open source is one reason why closed projects choose to apply for incubation.
Apache has developed over the years a store of experience in this area. Successfully opening
up a closed project means an investment of energy by all involved. It requires a willingness
to learn and to give back to the community. If the proposal is based around a closed project
and comes with very little understand of the open source space, then acknowledge this and
demonstrate a willingness to learn.
Example (Cayenne): Cayenne was started as an open source project in 2001 and has remained
so for 5 years.

Example (Beehive): Many of the committers have experience working on open source projects.
Five of them have experience as committers on other Apache projects.

Example (Ivy): While distributed under an open source license, access to Ivy was initially
limited with no public access to the issue tracking system or svn repository. While things
have changed since then - the svn repository is publicly accessible, a JIRA instance has been
setup since june 2005, many new features are first discussed on the forum or JIRA - experience
with a true open source development model is currently limited. However, Maarten has already
a good experience with true open development process, and bring his experience to the project.

Example (River): The initial committers have varying degrees of experience with open source
projects. All have been involved with source code that has been released under an open source
license, but there is limited experience developing code with an open source development process.
We do not, however, expect any difficulty in executing under normal meritocracy rules.

=== Homogenous Developers ===

Healthy projects need a mix of developers. Open development requires a commitment to encouraging
a diverse mixture. This includes the art of working as part of a geographically scattered
group in a distributed environment.

Starting with a homogenous community does not prevent a project from entering incubation.
But for those projects, a commitment to creating a diverse mix of developers is useful. Those
projects who already have a mix should take this chance to highlight that they do.
Example (Beehive): The current list of committers includes developers from several different
companies plus many independent volunteers. The committers are geographically distributed
across the U.S., Europe, and Asia. They are experienced with working in a distributed environment.

Example (River) Since the Jini Technology Starter Kit has been mainly developed to date by
Sun Microsystems, the vast majority of initial committers to the project are from Sun. Over
the years, Sun has received bug fixes and enhancements from other developers which have been
incorporated into the code. Our plan is to work with these other developers and add them as
committers as we progress. There are three other initial committers (non Sun): Bill Venners,
Dan Creswell, and Mark Brouwer. Bill is the lead of the Service UI API work, Dan has been
involved with much Jini-based development, including an implementation of the JavaSpaces service
called Blitz <>, and Mark is veteran of much Jini-based
development, including commercial work at Virgil <> as well as leading
the open source Cheiron <> project.

Example (Ivy): With only two core developers, at least they are not homogenous! Xavier and
Maarten knew each other only due to their common interest in Ivy.

=== Reliance on Salaried Developers ===

A project dominated by salaried developers who are interested in the code only whilst they
are employed to do so risks its long term health.

Apache is about people, not corporations. We hope that developers continue to be involved
with Apache no matter who their current employer happens to be.

This is a right place to indicate the initial balance between salaried developers and volunteers.
It's also good to talk about the level of commitment of the developers.
Example (OpenJPA): Most of the developers are paid by their employer to contribute to this
project, but given the anticipation from the Java community for the a JPA implementation and
the committers' sense of ownership for the code, the project would continue without issue
if no salaried developers contributed to the project.

Example (River): It is expected that Jini development will occur on both salaried time and
on volunteer time, after hours. While there is reliance on salaried developers (currently
from Sun, but it's expected that other company's salaried developers will also be involved),
the Jini Community is very active and things should balance out fairly quickly. In the meantime,
Sun will support the project in the future by dedicating 'work time' to Jini, so that there
is a smooth transition.

Example (Wicket): None of the developers rely on Wicket for consulting work, though two -
Martijn and Eelco - are writing Wicket In Action (publisher Manning) in their spare time.
Most of the developers use Wicket for their day jobs, some for multiple projects, and will
do so for a considerable while as their companies (specifically Topicus, Cemron and Teachscape)
choose Wicket as their development framework of choice.

=== Relationships with Other Apache Products ===

Apache projects should be open to collaboration with other open source projects both within
Apache and without. Candidates should be willing to reach outside their own little bubbles.

This is a an opportunity to talk about existing links. It is also the right place to talk
about potential future links and plans.

Apache allows different projects to have competing or overlapping goals. However, this should
mean friendly competition between codebases and cordial cooperation between communities.

It is not always obvious whether a candidate is a direct competitor to an existing project,
an indirect competitor (same problem space, different ecological niche) or are just peers
with some overlap. In the case of indirect competition, it is important that the abstract
describes accurately the niche. Direct competitors should expect to be asked to summarize
architectural differences and similarities to existing projects.
Example (OpenJPA): Open JPA will likely be used by Geronimo, requires some Apache products
(regexp, commons collections, commons lang, commons pool), and supports Apache commons logging.

Example (River) Currently the only tie to Apache projects is the starter kit's use of the
Ant build tool. There are potential future ties (http server, database backend, etc)that will
be explored.

=== A Excessive Fascination with the Apache Brand ===

Concerns have been raised in the past that some projects appear to have been proposed just
to generate positive publicity for the proposers. This is the right place to convince everyone
that is not the case.

This is also the right place to build bridges with the community after past misdemeanors (for
example, if any of those associated with the proposal have - in the past - sort to associate
themselves with the Apache brand in factually incorrect ways) and promise good conduct for
the future.
Example (CeltiXfire): While we expect the Apache brand may help attract more contributors,
our interests in starting this project is based on the factors mentioned in the Rationale
section. However, we will be sensitive to inadvertent abuse of the Apache brand and will work
with the Incubator PMC and the PRC to ensure the brand policies are respected.

Example (Wicket): The ASF has a strong brand, and that brand is in itself attractive. However,
the developers of Wicket have been quite successful on their own and could continue on that
path with no problems at all. We are interested in joining the ASF in order to increase our
contacts and visibility in the open source world. Furthermore, we have been enthusiastic users
of Apache from the earliest hour (remember JServ anyone?), and feel honored at getting the
opportunity to join the club.

Example (OpenJPA): We think that Open JPA is something that will benefit from wide collaboration,
being able to build a community of developers and committers that outlive the founders, and
that will be embraced by other Apache efforts, such as the Geronimo project.

== Documentation ==

References to further reading material.
Examples (Heraldry): [1] Information on Yadis can be found at:
[2] Information on OpenID can be found at:
The mailing list for both OpenID and Yadis is located at:

== Initial Source ==

Describes the origin of the proposed code base. If the initial code arrives from more than
one source, this is the right place to outline the different histories.

If there is no initial source, note that here.
Example (Heraldry): OpenID has been in development since the summer of 2005. It currently
has an active community (over 15 million enabled accounts) and libraries in a variety of languages.
Additionally it is supported by and is continuing to gain traction in the
Open Source Community. Yadis has been in development since late 2005 and the specification
has not changed since early 2006. Like OpenID, it has libraries in various languages and there
is a large overlap between the two communities. The specification is...

== Source and Intellectual Property Submission Plan ==

Complex proposals (typically involving multiple code bases) may find it useful to draw up
an initial plan for the submission of the code here. Demonstrate that the proposal is practical.
Example (Heraldry): * The OpenID specification and content on from Brad Fitzpatrick
of Six Apart, Ltd. and David Recordon of VeriSign, Inc. * The domains and
from Brad Fitzpatrick of Six Apart, Ltd. and Johannes Ernst of NetMesh, Inc. * OpenID libraries
in Python, Ruby, Perl, PHP, and C# from JanRain, Inc. ... * Yadis conformance test suite from
NetMesh and VeriSign, Inc. We will also be soliciting contributions of further plugins and
patches to various pieces of Open Source software.

== External Dependencies ==

External dependencies for the initial source is important. Only some external dependencies
are allowed by Apache policy. These restrictions are (to some extent) initially relaxed for
projects under incubation.

If the initial source has dependencies which would prevent graduation then this is the right
place to indicate how these issues will be resolved.
Example (CeltiXfire): The dependencies all have Apache compatible licenses. These include
BSD, CDDL, CPL, MPL and MIT licensed dependencies.

== Cryptography ==

If the proposal involves cryptographic code either directly or indirectly, Apache needs to
know so that the relevant paperwork can be obtained.

== Required Resources ==

Resources that infrastructure will be asked to supply for this project.

=== Mailing lists ===

The minimum required lists are project-private (for confidential PPMC discussions) and project-dev
lists. Note that projects historically misnamed the private list pmc. To avoid confusion over
appropriate usage it was resolved that all such lists be renamed.

If this project is new to open source, then starting with these minimum lists is the best
approach. The initial focus needs to be on recruiting new developers. Early adopters are potential
developers. As momentum is gained, the community may decide to create commit and user lists
as they become necessary.

Existing open source projects moving to Apache will probably want to adopt the same mailing
list set up here as they have already. However, there is no necessity that all mailing lists
be created during bootstrapping. New mailing lists can be added by a VOTE on the Podling list.

It is conventional to use an all lower case, dash-separated (-) prefix based on the project

By default, commits for {podling} will be emailed to {podling}-commits. It is therefore recommended
that this naming convention is adopted.
Example (Beehive): * beehive-private (with moderated subscriptions) * beehive-dev * beehive-commits
* beehive-user

=== Subversion Directory ===

It is conventional to use all lower case, dash-separated (-) directory names. The directory
should be within the incubator directory space (
Example (OpenJPA):

=== Issue Tracking ===

Apache runs JIRA and Bugzilla. Choose one. Indicate the name by which project should be known
in the issue tracking system.
Example (OpenJPA): JIRA Open-JPA (OPEN-JPA)

=== Other Resources ===

Describe here any other special infrastructure requirements necessary for the proposal. Note
that the infrastructure team usually requires a compelling argument before new services are
allowed on core hardware. Most proposals should not require this section.

Most standard resources not covered above (such as continuous integration) should be added
after bootstrapping. The infrastructure documentation explains the process.

== Initial Committers ==

List of committers (stating name and an email address) used to bootstrap the community. Mark
each which has submitted a contributor license agreement (CLA). Existing committers should
use their email address (since they require only appropriate karma).

It is a good idea to submit CLAs at the same time as the proposal. Nothing is lost by having
a CLA on file at Apache but processing may take some time.

Note this and this. Consider creating a separate section where interested developers can express
an interest (and possibly leave a brief introduction) or ask them to post to the general list.
Example (OpenJPA): Abe White (awhite at bea dot com) Marc Prud'hommeaux (mprudhom at bea dot
com) Patrick Linskey (plinskey at bea dot com) ... Geir Magnusson Jr (geirm at apache dot
org) * Craig Russell (clr at apache dot org) *

== Affiliations ==

Little bit of a controversial subject. Committers at Apache are individuals and work here
on their own behalf. They are judged on their merits not their affiliations. However, in the
spirit of full disclosure, it is useful for any current affiliations which may effect the
perceived independence of the initial committers to be listed openly at the start.

For example, those in salaried positions whose job is to work on the project should list their
affiliation. Having this list helps to judge how much diversity exists in the initial list
and so how much work there is to do.

This is best done in a separate section away from the committers list.

Only the affiliations of committers on the initial bootstrap list are relevant. These committers
have not been added by the usual meritocratic process. It is strongly recommended that the
once a project is bootstrapped, developers are judged by their contributions and not by their
background. This list should not be maintained after the bootstrap has been completed.

== Sponsors ==

=== Champion ===

The Champion is a person already associated with Apache who leads the proposal process. It
is common - but not necessary - for the Champion to also be proposed as a Mentor.

A Champion should be found before the proposal is formally submitted.

=== Nominated Mentors ===

Lists eligible (and willing) individuals nominated as Mentors [definition] for the candidate.

It is common for additional Mentors to volunteer their services during the development of
the proposal. The number of Mentors for a Podling is limited only by the energy and interest
of those eligible to Mentor. Three Mentors gives a quorum and allows a Podling more autonomy.
The current consensus is that three or more Mentors makes the incubation process run more

Note that since Mentors are appointed by the Incubator PMC at the end of the acceptance process,
they have no formal role until the proposal is accepted. But informal enthusiasm from nominee
Mentors is taken as a good sign.

There is no restriction on the number of informal mentors (note the small m) that a Podling
may have. These can be very useful but have no formal role in the process.

=== Sponsoring Entity ===

The Sponsor is the organizational unit within Apache taking responsibility for this proposal.
The sponsoring entity can be:

    * the Apache Board
    * the Incubator
    * another Apache project

The PMC for the appropriate project will decide whether to sponsor (by a vote). Unless there
are strong links to an existing Apache project, it is recommended that the proposal asks that
the Incubator for sponsorship.

Note that the final destination within the Apache organizational structure will be decided
upon graduation.

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