The following process (originally developed by the Technology Architecture Task Force) is recommended for managing Since the ToIP Foundation, like most other Linux Foundation projects, uses GitHub as our information repository "backbone", it is recommended for Working Groups and Task Forces to use GitHub issues during the development of any ToIP deliverable (specification, template, white paper, etc.) This page documents the recommended process (originally developed by the Technology Architecture Task Force) for managing and resolving GitHub issues.
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This process is recommended for issue management even if the deliverable itself is not in GitHub. For example, if the deliverable is being developed as a Google doc, this process can still be used to discuss and resolve any issue that cannot adequately be not easily handled by a Google doc comment thread. |
Process
- Setup. First, the Working Group or Task Force ("group") needs to should contact the ToIP Foundation Program Manager (currently Elisa Trevino) to request setup of a GitHub repo for the deliverable. The group should also request that Github Discussions be turned on for the repo so the Discussions feature is available to the group for Q&A or other discussions that are not necessarily issues (but can be easily quickly converted into a formal GitHub issues issue when needed).
- Editors. The Working Group or Task Force ("group") appoints should appoint an Editors team who will take on the job of reviewing issues, assigning group members to an issue, and proposing when an issue is ready for closure.
- As a general rule, any one member of the Editors team can perform an action permitted under this role — it does not require consensus among all the Editors. However the Editors are trusted to use their judgement about when an action should be decided by consensus of the editors or they should consult the other editors first or seek the consensus of the whole group.
- The members of the Editor team should be published on the group's home page and acknowledged in the final deliverable for their extra contribution.
- Maintainers. The Editors shall should in turn appoint a set of Maintainers who have the Github skills (and the necessary permissions) to accept PRs and publish versions of the deliverable. Typically a subset of the Editors serve as Maintainers, but all the Editors can serve in this role, or it can be assigned to others in the group.
- Labels. The Editors should agree on a set of labels to categorize and prioritize issues for resolution (see . See the recommended starting list set below). While any group member can and should be able to apply labels to issues, it is the Editors job to ensure labels are applied consistently, fairly, and timely.
- Assignments. Any group member should be able to assign an issue to another group member. It is the Editors job to try to make sure issues have assignees, and that issues are assigned consistently, fairly, and timely. If an assignee is not progressing with an issue, the Editors can re-assign it as necessary.
- Subgroups. If an issue appears to require in-depth discussion and analysis, the Editors should propose (or solicit) assign a subgroup to tackle the issue and come back to the group with a proposed resolution. This subgroup should:
- Keep as much of their discussion as possible within GitHub Issues — and, if necessary, Github Discussions. If any substantive discussions take place in other channels (e.g., Slack) or proposals are drafted outside of GitHub (e.g., in a Google doc), they must be copied into GitHub to create a permanent public audit trail.
- Hold special calls/meetings if needed, but record those meetings and document key discussion points and decisions and copy those to GitHub.
- Develop an approach a proposed resolution to solving the issue (along the lines of an ISO "Technical Report", i.e., issue mandate, technical policy, high-level requirements and expected outcomes).
- Return with a proposal (text and diagrams) for resolution of the issue (along the lines of an ISO "Technical Spec"). Ideally the this proposal is written up in a form that can be easily: a) turned into a PR (for a GitHub document), or b) copy-and-pasted as a revision to a Google doc or other format.
- Closure. When the Editors believe there is consensus about the proposed resolution of an issue, one of the Editors applies should apply the label
status: last-call-to-close
.- Once that label has been applied, a group member MUST object to closure by making a comment on the issue within 5 calendar days to reopen discussion of the issue.
- If there is no objection within 5 calendar days, the proposed resolution shall be applied to the deliverable by one of the Maintainers and one of the Editors shall close the issue with no further discussion.
- If there is an objection, the Editors will take it to a group meeting to reach final consensus on closure.
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Recommended Labels
The We recommend the following set of labels are recommended as a starter set. The They quickly communicate the priority, status, and type of an issue. Your group can augment these with additional deliverable-specific labels.
Label | Usage | ||
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| Very useful to assign priority to issues. Most helpful in the latter stages of a deliverable when a deadline looms and it is important to focus the group's attention/bandwidth. | ||
| Assigned when there is group consensus that an issue can be deferred to a subsequent version. | ||
| Categorizes issues to help group members focus on those most relevant to them. | ||
| Identifies the next step needed to progress an issue. All issues created/labeled by a non-editor should be flagged as | ||
| Marks an issue as ready for closure pending closure of the associated PR (which must be linked to the issue). | ||
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| Applied when consensus has been reached on closure; triggers the 5 day waiting period before automatic closure
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