ICT Project

This project has received funding from the European Union’sHorizon 2020 research and innovation programme

The European Open Source Market Place

www.apphub.eu.com

Deliverable D4.5

Community Governance Year 1

Project Number : 645096

Project Title : AppHub

Deliverable Number : D4.5

Title of Deliverable : Community Governance at Year 1

Nature of Deliverable : Report

Dissemination level : Public

Licence : Creative Commons Attribution 3.0 License

Version : 0.4

Contractual Delivery Date : January 1, 2016

Actual Delivery Date : January 10, 2016

Contributing WP : WP4

Editor(s) : Olivier BOUZEREAU (OW2)

Author(s) : Olivier BOUZEREAU (OW2), Cédric THOMAS (OW2)

Reviewer(s) : Peter Deussen (Fraunhofer)

AbstractThis deliverable is a report presenting the activities undertaken to identify and sharecommunity governance best practices and to help EU-supported open source projectsimplement them.

Keyword listapphub, open source, software, directory, market place, quality, charter, community,advisory board, experts, best practices, governance.

AppHub iGrant agreement no: 645096

Document History

Version Changes Author(s)

0.1 ToC, document structure and initial details O. BOUZEREAU (OW2)

0.2 POSS Community Summit and Working withthe Advisory Board sections, revisions

C. THOMAS (OW2)

0.3 Final draft

0.4 Final

Document Review

Review Date Ver. Reviewers Comments

Outline 9/12/2015 0.1 P. Deussen (Fraunhofer)

Draft 16/12/2015 0.2 C. THOMAS (OW2)

QA 05/01/2016 0.3 PMB

Final 10/01/2016 0.4 P. Deussen (Fraunhofer)

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Glossary, acronyms & abbreviations

Item Description

CA Consortium Agreement

CAB Community Advisory Board

DL Deliverable Leader

DOW Description of Work

IAC Industrial Advisory Committee

MST Management Support Team

OCD Open Cloud Directory

OSS Open Source Software

PL Project Leader

PMC Project Management Committee

PO Project Officer

PTC Project Technical Committee

SL Scientific Leader

SQuAT Software Quality Assurance and Trustworthiness

WP Work Package

WPL Work Package Leader

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Table of Contents

1. Introduction.........................................................................................................................1

2. Shaping a Community Governance.................................................................................1

3. Identifying the AppHub Community.................................................................................1

4. Building a Community Advisory Board...........................................................................2

5. Working with the Advisory Board...................................................................................3

5.1. Advisory Board Web Meetings on April 14th and June 19th...........................................3 5.2. Advisory Board Dedicated Mailing List..........................................................................4 5.3. The AppHub Charter Process.......................................................................................4

6. Organizing the Community Summit at POSS 2015.........................................................4

7. Proposing an Open Source Charter.................................................................................5

8. Engaging European projects to Beta-test AppHub........................................................6

9. Sharing Best Practices with the Community..................................................................6

9.1. Online Survey about Software Quality in European Projects.......................................7 9.2. SQuAT Fest, Jan. 26, 2016, Brussels...........................................................................7

10. Conclusion........................................................................................................................8

Annex 1: AppHub SQuAT Fest Invitation............................................................................8

Introduction.............................................................................................................................8

Table of Figures

Figure 1: AppHub Advisory Board Webpage............................................................................3

Figure 2: AppHub Charter Webpage.........................................................................................6

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1. IntroductionThis document presents the activities undertaken to identify and share communitygovernance best practices and to help EU-supported open source projects implement them.

The Section 2 reminds the readers about the objectives of building an AppHub projectcommunity governance. Then, the next section classifies four main stakeholders in thiscommunity.

Sections 4 and 5 trace the origin of the Community Advisory Board who helped develop theOpen Source Charter. The Section 6 show how first European projects are engaged in theAppHub market place.

Finally, the section 7 of this report details how we started to share best practices with thecommunity during the first twelve months of the project. And it provides next commmunitygovernance activities planned for the second year.

2. Shaping a Community Governance In Europe, open source is mostly used as an efficient way to develop new software andshare intellectual property, rather than a market growth strategy.

The AppHub European market place offers community management best practices andservices to improve this strategic value.

3. Identifying the AppHub CommunityEach segment of the community should find useful collaboration services in AppHubservices. The first step was to identify the community stakeholders and their needs:

• Developers of European open source technical software components need promoteassets.

• Developers of software and services need to increase the quality of their software, byproviding analysis tools for software metrics, development and buildingenvironments, and deployment support to join the most popular (cloud, virtual)infrastructures.

• European cloud infrastructure providers supporting both public and private clouddeployments need to offer a rich catalog of productivity-oriented services.

• Users of cloud assets will reach the AppHub platform to identify European OSSassets, then provide their end-users rapid deployment of cloud systems and efficientservices.

The AppHub project implements a community platform for open source collaborative

projects, leveraging the concept of business ecosystem platform adopted by OW2.

Two AppHub work packages are contributing to the development of the community:

• WP5 (Ecosystem development),

• WP6 (Dissemination, exploitation, and market impact).

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4. Building a Community Advisory Board In order to implement open source governance best practices, including legal, technical andcommunity management, the AppHub project has set up a Community Advisory Board.

Among a list of a list of 26 potential candidates, we aimed for a balanced combination ofexperts from the industry, the public sector, open source software communities andUniversities.

The final Apphub Community Advisory Board brings together three experts from the industry,three members from Universities, two members from open source software communities andtwo members from the public sector.

Name Affiliation (Country) Invitation sent Status Focus/Remarks

Dave Neary Red Hat (USA) 16/22/3

OK Community Management,Marketing

Francesco Chicchiriccò

Tirasa (Italy) 16/2 OK Release Management

Lars Kurth Xen (UK) 16/22/3

OK Community Management,Marketing

Manuel Velardo Cenatic (Spain) 16/2 OK Legal, Licensing

Nelson Lago University San Paolo (Brazil)

18/2 OK Techno, Community, Licenses

Patrick Ohnewein TIS Bolzano (Italy) 16/2' OK FSFE Board member.

Roberto Di Cosmo IRILL (France) 16/22/3

OK Technical, Code Management

Sophie Gautier LibreOffice (France) 16/2 OK Release Management

Theo Lynn Irish Centre for Cloud Computing & Commerce (Ireland)

4/3 OK User, expects “well curated” code base

Wei-Tek Tsai Arizona University BeiHang University (USAand China)

16/3 by skype OK Teaches OSS

Table 1: AppHub Advisory Board Members

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Figure 1: AppHub Advisory Board Webpage

More information about the Advisory Board:

• D4.1 Community advisory board report v4

• AppHub Public website: http://www.apphub.eu.com/bin/view/About/AdvisoryBoard

5. Working with the Advisory Board

5.1. Advisory Board Web Meetings on April 14th and June 19th

Using Cisco Webex technology, we have organized two remote meeting with AppHubCommunity Advisory Board members and AppHub project team.

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In preparation of the first meeting, CAB members were provided with a draft version of thecharter and the links to reference documents as detailed above. The objective of the firstmeeting was to explore the concept of the charter itself, to test and validate the format. Theagenda included covering the scope, the format, the update frequency of the charter. Thediscussion was open and helped position the concept of the charter in the scope ofcomparable or alternative efforts that could be developed in the context of AppHub.

For the second meeting, CAB members were provided with a new draft version of the charteras well as a link to an editable online version of this document. CAB members reviewed thedraft and contributed remarks and complements. The agenda of the second meetingincluded a review of the online annotations, a discussion of the process – how to publish it,introduce it to the projects and how to make them sign it.

5.2. Advisory Board Dedicated Mailing List

Beside organizing online meetings, we are working with the Advisory board via a dedicatedmailing list: apphub-advisory-board@ow2.org.

5.3. The AppHub Charter Process

We have endeavoured to consult the Advisory board on how to manage the AppHubCharter, what we call the AppHb Charter Process. We identify three steps in this process.We address each with one mail to the advisory board. The first mail (November 2015) isconcerned with "Applying the AppHub Open Source Charter". The second mail is concernedwith "Enforcing the Charter" (December 2015) and the third mail with "Evolving the Charter"(January 2016).

• "Applying the AppHub Open Source Charter": The question is about how formalshould this be from just clicking a check box to printing and signing an officialdocument.

• "Enforcing the Charter": Since the The AppHub Open Source charter acts, more orless, as a gate keeper between the Directory and the Factory, the question is abouthow we verify project compliance with the charter and what kind of measure can betaken between coaching the project for compliance and rejecting it.

• "Evolving the Charter": This is the first version of the AppHub Open Source charterand we guess it is due to evolve or at least be improved, the question is how do weproceed to apply these changes."

6. Organizing the Community Summit at POSS 2015 In addition to the expertise provided by the Advisory board, we have leveraged theCommunity Summit organized in the framework of Paris Open Source Summit, Nov. 18,2015, Paris (POSS 2015).

The Community Summit is an annual open workshop focusing on the growth andmanagement of open source communities.

Each community thrive on some management best practices. With the objective to use theircontributions in the AppHub's approach of community governance, we asked leaders andpractitioners from free and open source software communities to discuss the best practicesin open source project management.

Best Practices is quite a popular concept within the IT community. We asked participants toconcentrate on best practices in the context of open source software development. Wedefine best practices as those that help produce quality software that is easy to use andcontribute to.

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In this session we asked practitioners from free and open source software communities toelaborate on a single best practice of their choosing. The objective of the session was tohelp confirm a list of recognized best practices in the management of open source projects,from documentation to licenses, from requirements to bug tracking, from configurationmanagement to the implementation of open standards, etc.

Speaker Name Organisation Presentation Title Presentation Link

Thierry Carrez OpenStack Best open source development practices, straight from the OpenStack trenches

http://www.ow2.org/bin/download/Events/Paris_Open_Source_Summit/T-Carrez-best-practices.pdf

Roberto Di Cosmo IRILL Achieving impact with Open Source Software: from theory to practice

http://www.ow2.org/bin/download/Events/Paris_Open_Source_Summit/R-DiCosmoOW2_handout.pdf

Jim Jagielski Capital One Lessons Learned: The Apache Way http://www.ow2.org/bin/download/Events/Paris_Open_Source_Summit/R-DiCosmoOW2_handout.pdf

Gaël Blondelle Eclipse User Driven OSS Communities - Patterns of Collaboration

https://www.youtube.com/watch?v=YQK5ywqzWUA

Sophie Gautier Document Foundation

Easy-Hacks everywhere! http://www.ow2.org/bin/download/Events/Paris_Open_Source_Summit/S-Gautier-SGA_EasyHack_POSS.pdf

Stephen Walli HP Patterns and Practices for Open Source Software Project Success

http://www.ow2.org/bin/download/Events/Paris_Open_Source_Summit/S-Walli-FOSS-Patterns-1080p.mp4

Simon Phipps OSI It's Time To Specify Software Freedom http://www.ow2.org/bin/download/Events/Paris_Open_Source_Summit/S-Phipps-SpecifySoftwareFreedom.pdf

Table 2: The Community Summit Speakers and Presentations

Discover more photos and POSS 2015 presentations:

http://www.ow2.org/bin/view/Events/Paris_Open_Source_Summit

7. Proposing an Open Source Charter The AppHub team developed the Open Source Charter with the help of the CommunityAdvisory Board comprised of experienced practitioners from successful open sourceprojects, communities and organizations. The Community Advisory Board discussed thecharter and provided inputs via online workshops on community management topicssubmitted AppHub stakeholders.

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The AppHub Open Source Charter concentrates on 10 topics representative of open sourcebest practices. It reflects an on-going commitment on behalf of the project team to implementrecognized best practices in open source software project management.

The AppHub Open Source Charter is a first step toward the implementation of a full-fledgedquality process. The charter is published on AppHub Website and reminded to the projectcoordinator during the initial project registration process (AppHub Directory).

Figure 2: AppHub Charter Webpage

More information about the AppHub Open Source Charter:

• D4.2 Open source management charter template

• AppHub website: http://www.apphub.eu.com/bin/view/Discover/Charter

8. Engaging European projects to Beta-test AppHub The beta release of the technical platform of the project, the AppHub Open SourceMarketplace, has been released at month 10 (November 2015).

A restricted number of users is now using the collection of tools provided. They should haveat least a running prototype software or an open source code ready for testing with realusers. Among them, we can mention Artist, Ascetic, Celar, CloudSpaces, erOCCI, Hammr,ModaClouds, OSSMeter, PaaSage and S-Case as first ten Beta-test projects.

Our intention is to establish dialog with such European projects about the contributingprocess and experiences offered during the beta phase of the AppHub market place. Thiswill offer the basis for the definition of a methodology for and the detailed planning of furtherengagement activities.

9. Sharing Best Practices with the CommunityThe AppHub Open Source Charter refers to best practices, in the context of open sourcesoftware development, that help produce quality software that is easy to use and contribute

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to. The community is contacted through workshops, public forums, mailing lists and socialnetworks.

A combination of webinars and screencast will be used to share with the community how toimplement best practices in open source project management and how to take advantage ofquality tools made available by the OW2 community.

For more information about these web interactions, please read D6.2 Dissemination report.

9.1. Online Survey about Software Quality in European Projects

We have conducted a first online survey in September and October 2015, sending a total of63 invitations to EC-supported R&D projects from FP7 Call 8-10, CIP, and H2020 Call 1.

Out of 23 projects who filled the online questionnaire, 16 gave enough valid answers (Y or N)to allow the analysis.

As a result, we noted that all :

• Only one of two European Open Source project manage stability and maintainability.

• One of four European Open Source project do not implement a throughout testingprocess.

• All the projects that don't implement a throughout testing process also don't managestability and maintainability.

This survey provide more statistics about software architecture principles, open standards,stability and maintainability management in European projects. These results will be sharedand commented during next workshops with the community.

Download the AppHub Project Survey #1 synthesis report:

http://www.apphub.eu.com/bin/view/Share_Collateral/AppHub_Survey_1

9.2. SQuAT Fest, Jan. 26, 2016, Brussels

The main objective of the SQuAT Fest is to assist European open source projects to bringtheir software into the AppHub European Open Source Marketplace and to become familiarwith OW2 Software Quality Assurance and Trustworthiness (SQuAT) programme.

EU-projects attending the SQuAT Fest will be able to create AppHub downloadable images.Hands-on sessions will guide the participants during the AppHub Directory, Factory andStore workflow.

Following the first online study about software quality, we will take this opportunity to betterunderstand the current state of open source software as developed by EU funded projects,and how we can support them to improve their quality assurance and governanceprocesses.

The first SquAT Fest is planned as launch event of the operational phase of the AppHubplatform. It is envisioned to have more of these events, dedicated to specific AppHubcommunity stakeholders and partners.

More information about the SQuAT Fest:

• AppHub SQuAT Fest Invitation letter and Agenda: check Annexe 1

• AppHub Website event: http://www.apphub.eu.com/bin/view/Events/SQuATFest_2015

• More about quality and IP verification tools in OW2 SQuAT programme:

http://www.ow2.org/bin/view/About/SQuAT

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10. ConclusionThis document offers an overview of the activities undertaken to identify and sharecommunity governance best practices and to help EU-supported open source projectsimplement them.

As several European projects are now engaged in the AppHub market place, we will havemore interactions with them and use their feedback to share the best practices they need toproduce quality software that is easy to use and contribute to.

We are now planning next community governance activities in order to foster more Europeanprojects joining the AppHub market place.

Annex 1: AppHub SQuAT Fest Invitation

IntroductionOpen source software is the generic name for both a legal construct to share intellectual property and

an approach to cooperative software development. While this approach has demonstrated its ability

to produce world-class software, the potential benefits and efficiencies of open source are not,

however, always achieved, indeed, far from it. Publishing code is not enough to develop a community

of developers and only a minority of open source projects actually make it to stardom. This is

certainly why open source remains a challenge for many IT professionals who still prefer to see the

downside of open source.

The aim of the AppHub project is to support the market outreach strategies of EU-supported open

source by launching AppHub, the European open source market place. AppHub is a service platform

that will help the market to seamlessly identify, position and implement the software outcomes of

these projects.

When and where

Brussels, January 26, 2016European Commission

25 Avenue de Beaulieu

1160 Brussels, Belgium

Registration

Participation is free, but because of security

policies

of the European commission registration is

required.

Register here: http://l.ow2.org/squatfest

Registration deadline: January 8, 2016

The SQuAT Fest will take place the day after the Info Day about Horizon 2020 ICT-LEIT

opportunities for research funding grants organized by the European Commission: http://europa.eu/!

Kg36Tr

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AppHub SQuAT Fest Invitation

SQuAT1 Fest objectives

The main objective of the SQuAT Fest is to assist European open source project to bring their

software into the AppHub European Open Source Marketplace. In addition, we like to understand the

current state of open source software as developed by EU funded projects, and how we can assist

them to improve their quality assurance and governance processes.

Who should participate

• Project coordinators who like to understand how to establish proper open source governance

as part of the exploitation strategy of their projects.

• Technical people who like to employ a platform for showcasing their results to make their

work known, and are interested to learn about tools for software quality assurance.

Participants contribution

• Please do not prepare slides! We like participants to engage in an open dialogue about the

challenges, problem, and success stories on open source software development. • Please prepare a short statement about:

◦ Your project in general, and the software you are developing under an open source

license;

◦ the group of users that you address with your software;

◦ the measures that you employ in order to ensure that you deliver quality software;

◦ the way you manage your community of contributors and users;

◦ the expectations that you have on our workshop;

◦ Remember: No slides!

• Bring your software! If you have executables and an installation procedure ready we can

immediately assist to bring your software into the AppHub Open Source Marketplace. We will

organize a hands-on session on the AppHub platform and the Quality Assurance tool set of

OW2.

Brussels, January 26th, 2016 European Commission

25 Avenue de Beaulieu - 1160 Brussels - Metro Beaulieu

January 26, 2016

8:30 – 9:00 Registration

1 Software Quality Assurance and TrustworthinessAppHub 9Grant agreement no: 645096

AppHub SQuAT Fest Program

9:00 – 10:00 Welcome and introduction by European Commission (TBC)

10:00 – 11:00 AppHub Project and OW2 SQuAT

AppHub Project and Platform introduction

AppHub Charter explained

OW2 SQuAT: introduction on QA tools

RISCOSS Platform

11:00 – 11:30 Coffee Break

11:30 – 12:30 Alignment Discussion Session

Brief statement from EC-projects without slide on problems and

expectations

Open discussion

12:30 – 14:00 Lunch break

14:00 – 14:30 Summary of open discussion session

14:30 – 15:30 AppHub and SQuAT Hands-on session (BYOS)

15:30 – 16:00 Coffee break

16:00 – 17:00 AppHub and SQuAT hands-on session (BYOS)

17:00 – 17:30 Wrap-up

Registration

Please register here: http://l.ow2.org/squatfest

Your AppHub Project Contacts

• Peter DEUSSEN, Fraunhofer FOKUS – peter.deussen@fokus.fraunhofer.de

• Alexandre LEFEBVRE, UShareSoft – alexandre.lefebvre@usharesoft.com

• Cédric THOMAS, OW2 – cedric.thomas@ow2.org

• Stéphane LAURIÈRE, OW2 – stephane.lauriere@ow2.org

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