Project Description

• An Open Source Ecosystem (OSE) consists of:

  • leadership team
  • managing organization with
    • well-defined governance structure
    • distributed development model
    • cohesive community of external content developers
    • broad base of users across academia, industry, govt

• Proposed OSE

  • Specific Product/(Living) Artifact
  • Long-term vision
  • Guiding Principles
  • Current context
    • Demand for Product within current technological landscape
  • Potential Impact

• Plan for building an OSE including:

  • ecosystem establishment/growth
  • organzational governance structure
  • Adaptable and flexible framework for continuous:
    • Development
    • Integration
    • Deployment
  • methods for evaluating OSE’s effectiveness
  • activities to ensure security and privacy
  • actvities to build the community of Intellectual Content Creators
    • Users
    • Developers
    • User/Developers
  • activities to sustain the ecosystem
  • OS Community building:
    • recruitment
    • motivation
    • mentoring
    • managing
    • mediating disputes

A fully developed OSE is based on:¶

1. A robust open-source artifact,
2. managed by an organization that:
3. coordinates an external distributed developer community;
4. interfaces with and supports a community of users;
5. provides training and onboarding to new developers and users;
6. enables efficient continuous development,integration and deployment of the open-source product;
7. maintains an efficient supply chain;
8. ensures security, privacy and reliability of all aspects of the OSE operation
9. maintains appropriate organizational governance practices.

from Artifact to Ecosystem:¶

• Product
• Governance
• Documentation
• Scientist (core maintainers)
• Onboarding
• Developer community
• External Users
• Distributed Development
• Defect management (bug fixing)
• Security/Privacy

Pose funding to CATALYZE:¶

• Managing organization
• Content/Product development
• Developer onboarding
• Testing and evaluation
• Security and Privacy
• Sustainability
• End-user discovery and outreach

Ecosystem Discovery:¶

Scoping and Planning (phase 1)¶

Include a plan for developing a strategy that:

1. describes methods to evaluate and justify the need for the innovation within the current technological landscape;
2. explains why an OSE is the right approach to further develop the technology; and
3. outlines methods to identify potential users who will utilize this technology

Organization and Governance:¶

Describe specific activities and their rationale that will identify:

1. the appropriate:
   1. organizational,
   2. coordination,
   3. governance models
   4. licensing approach
2. the specific continuous development and integration processes and infrastructure that is most suitable for open, asynchronous, and distributed development of the open-source product,
3. processes for ensuring:
   1. quality,
   2. security,
   3. privacy or
   4. ethical concerns of new content
4. the best methods for sustaining the organizational structure, including:
   1. metrics to assess and evaluate long-term success of the development methodology,
   2. support for users,
   3. on-boarding mechanisms for new contributors/developers.

Continuous Integration and Development¶

Describe the specific continuous development, integration, and deployment methodology and infrastructure that will be employed to enable the open, asynchronous, and distributed development of the open-source product and specific processes for ensuring:

• quality control,
• security
• privacy of new content.

Community Building:¶

Scoping (Phase 1 - we should have already done )¶

Describe the specific activities to engage potential users and intellectual content developers, including:

1. identification of the specific research and development capabilities required of the potential contributor communities; and
2. mechanisms to engage these communities, e.g.:
   1. workshops,
   2. hackathons,
   3. competitions,
   4. research coordination networks,
   5. Ideas Labs.

Establishment and growth¶

Describe a long-term strategy for community building to engage, incentivize, on-board, and support potential users and content developers who will help in further developing and maintaining the open-source product

Sustainability¶

Articulate clear:

• sustainability goals of the OSE
• actionable evaluation plan
• *metrics to assess and evaluate success

“Context of OSE”¶

• A description of the guiding principles
• Long-term vision for the proposed OSE,
• The specific societal or national need(s) that the OSE will address, and
• Anticipated broader impacts of the OSE.