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solid-editors-tr-process.md

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2023-11-14
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This document is no longer effective and is no longer being updated here. For the latest information on the W3C Solid Community Group, please refer to its repository, charter, and contributing guidelines.

Solid Editors’ Technical Report Development Process

Introduction

The present non-normative document outlines a process in which the Solid Editors group (hereafter simply “Editors”) intends to operate as a governing body to improve the speed of Solid Technical Report Development. The group will operate on a monthly cycle, in which it will process issues that are already on the Solid roadmap and that have been reported to the relevant Github repositories. Initially, the scope is limited to the specification repository, but it is expected that the scope will be widened.

Editors will recruit contributors, including authors and reviewers, from the community, in addition to performing some of these roles themselves as appropriate. Even if a certain phase has a single assignee, this assignee may be any member of the community, and other contributors are welcome to assist.

The Editors will examine open issues on a monthly basis, triage and prioritize them based on feedback from the community and an overall understanding of the ecosystem, and categorise them into phases depending on the maturity of the discussion of the issue(s). The Solid Roadmap influences the issues selected but changing the roadmap is not in the scope of this process.

Issue Phases

Open issues may be in one of several phases, and each phase has a different purpose and dynamic. Sometimes, the consensus is already sufficiently clear to enter the drafting phase, in which case a formal text is drafted. In most cases, consensus has not yet been reached, so a consensus-building phase is required. It is not generally a good idea to rush into a drafting phase, as a formal text is harder to write than an informal text that is sufficient for reaching consensus. In some cases, consensus cannot be reached because the use cases and requirements are unclear, in which a formal Use Cases and Requirements (UCR) phase is needed before the consensus process can progress. Identifying the need for a UCR phase can happen before or during the consensus phase. Sometimes, the issue is unclear because there is insufficient implementation experience or doubt of the long-term scalability of the proposal, in which case an assessment phase is needed.

This process does not replace the process for submitting and deciding upon issues; it mainly guides how and when Solid Editors will engage on certain issues and/or rally support for resolution within a given time frame.

The phases described below are sorted by shortest path to completion. Mature issues may be ready to enter the drafting phase immediately, with a quick route to being finished. In other cases, an issue may arise during the consensus phase, or earlier, in the UCR phase. Thus, this process differs from a conventional software development process that usually starts with a UCR phase. The following figure describes this in more detail:

Phases of the Solid Editors Process

Description of the Phases

For an issue to be considered by the Editors, it must have been submitted according to the process. For now, the Editors' scope will be limited to issues in the specification repository. Individual issues are often part of a larger problem space or feature set; in such case, the Editors may decide to group them.

Drafting Phase

Purpose

Produce a GitHub Pull Request to incorporate a formal text into a specification.

Entry

An issue can enter the drafting phase if either of the following is met:

  • A rough consensus has been recorded on an issue or a set of issues.
  • A Solid Editor has deemed that the prior experience on the issue, particularly by existing implementations, is sufficient for drafting to begin.
Exit
  • An issue exits the drafting phase successfully once it has passed the review process.
  • If the draft is met with significant opposition, it can exit unsuccessfully through mechanisms detailed in Actions if rough consensus cannot be reached.
  • Solid Editors can decide that a draft can exit successfully or unsuccessfully in the end-of-month meeting.
Assignee Role

The assignee in the drafting phase is responsible for being the primary author of the draft.

Consensus Phase

Purpose

Lead the community to form a rough consensus to resolve an outstanding issue.

Entry
  • Solid Editors will decide to enter an issue into the consensus phase based on three factors:
    1. How much discussion about the issue has already taken place among the community on GitHub
    2. The Editors' overall estimation of the position of the issue in the dependency tree of the overall ecosystem
    3. The commitment of resources made to its resolution by actors in the community
Exit
  • An issue may successfully exit the consensus phase after an Editor records a rough consensus by posting a summary of the consensus in an issue comment. If the consensus was reached in a discussion that happened outside of the issue comments (e.g., in a face to face meeting, a scheduled video chat), the Editor must record the forum where the final discussion was held, who was present, and when it was decided.
  • In some cases, consensus cannot be reached, in which case, the issue may have an unsuccessful exit through the mechanisms detailed in Actions if rough consensus cannot be reached.
Assignee Role

The assignee in the consensus phase is responsible for facilitating the discussion. This may include summarizing different viewpoints, seeking to identify contentious points that can be discussed in separate issues, opening such issues if appropriate, scheduling higher-bandwidth conversations, and recruiting reviewers, among other things.

Use Cases and Requirements phase

Purpose

Clarify expectations for how a certain feature will be used in practice.

Entry
  • Community members may start a standardization process by offering a UCR document.
  • If rough consensus hasn't been reached in a consensus phase, one of the actions that the Editors may take is to exit the consensus phase and enter a UCR phase for the issue.
Exit
  • Solid Editors will review suggested requirements and/or use cases and decide whether the issue can progress to the next phase.
Assignee Role

The assignee in the UCR phase is responsible for compiling and writing requirements and use cases that are relevant to the issue.

Assessment Phase

Purpose

Clarify how a suggested feature can be implemented without compromising the overall quality of the ecosystem.

Entry
  • Editors will review the discussion of the consensus phase to see whether community members have voiced reservations that need further assessment. Editors will record a comment detailing any open question(s) needing to be investigated.
Exit
  • An issue exits the assessment phase when a comment is posted detailing the results of the investigation.
Assignee Role

The assignee in the assessment phase is responsible for making an investigation into the question that has been posted, and writing the comment listing the investigation details.

Actions if rough consensus cannot be reached

  • Assignee should attempt to convene a higher-bandwidth conversation, such as a scheduled video conference.
  • Editors should actively seek consensus on subissues, and see if consensus can be recorded on these and new issues opened for the subissues.
  • Editors should assess from whence disagreement has stemmed.
    • An issue may exit unsuccessfully and be moved back to the backlog if disagreement stems from, for instance, insufficient implementation experience or performance considerations.
    • If disagreements stem from a lack of clarity in use cases or requirements, then Editors should exit the current phase and enter a UCR phase.
  • Ultimately, some issues will need to be decided in face-to-face meetings, as only that format can provide sufficient emotional and conversational bandwidth.

Within monthly cycles

Solid Editors will maintain a monthly cycle.

Nomination

The cycle begins with Editors nominating issues from those registered on Github for consideration for the different phases of the following cycle. The community will have a comment period during which they may support or refute whether entrance criteria has been met by each issue for the relevant phase. During this period, the community is also expected to commit resources to help progress the issues through the phases. As the community commits resources, they may also timebox their efforts and thereby set effective due dates for the resolution or phase-advance of issues.

A summary of the selected issues will be written, targeting a technical audience that does not follow the work closely.

Weekly Assessment

Solid Editors will convene weekly to assess issue progress, and may in those meetings re-phase issues depending on their progress, as well as discuss using the measures detailed in the above process.

End of Month

Solid Editors will convene monthly to review the achievements of the preceding month. The Editors will also attempt to reach conclusion on any issues that have not yet been resolved in the consensus phase. Editors will review any open Pull Requests. If they find that a Pull Request cannot be merged in near future, they will close it and open issues to resolve outstanding problems.

A summary of the latest month’s achievements will be written, targeting a non-technical audience, explaining the anticipated benefits for users, organizations, and developers.