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Difference between revisions of "Legal Team/Templatizing/ActionPlan"

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We came up with a timeline and action items on the July 21 legal call for going live with the new SPDX License List.  That list is posted here, so we can track progress and update on one place.
 
  
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==Timing==
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==Action Items - Stage 1a: XML Conversion of Existing Licenses==
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Timing:
+
  
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Goal to have full conversion and live by end of October 2016
+
=== Existing License PRs ===
 +
* <span style="color: red;">Finish main review of all licenses so that all can merged (Who: ALL)</span>
 +
* Kris to put original "conversion" tool (to convert text files into XML format, to then be reviewed) in public repository so anyone else can use it or improve it (KRIS) -- DONE
 +
** can be found here: https://github.com/myndzi/license-tool see further notes on this below
  
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As such, we decided it's okay to not have a Q3 release.
+
=== Exceptions ===
 +
* Convert and add exceptions to repository (KRIS) - DONE
 +
* note from Gary: tools don't care whether in same or different directory --> they are in their own directory
 +
* Review exceptions and merge exception PRs (ALL) - DONE
  
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==Action Items==
+
=== Deprecated licenses ===
 +
* outcome: Proposed solution to add a boolean attribute named deprecated to the SPDX element with a default value of false.  For the "+" deprecated licenses, we would copy the XML file, rename it to include the "+" and add deprecated=true to the SPDX attributed.
 +
* <span style="color: red;">Convert and add deprecated licenses to repository (GARY) </span> - almost done
 +
* <span style="color: red;">Review and merge deprecated license PRs (ALL) </span>
  
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===1) Finish main review of all licenses so that all can merged (Who: ALL // WHEN: end of August)===
+
=== PRs tagged "requires acknowledgement" or "has self-referring numbering"===
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This also includes:
+
* Originally, we planned to add XML tags to reflect these characteristics (and not merge these licenses until we do so). For now, though, we will leave this as a potential feature for the future, and proceed to merge these licenses as long as their basic formatting looks correct. (We will be able to go back and review which PRs had these labels even after merging.)
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* add exceptions to repository and review (KRIS to add // ALL to review)
+
* Merge those labeled "approved" and "requires acknowledgement" (JILAYNE) - DONE
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** note from Gary: tools don't care whether in same or different directory
+
* In future, may also need a more thorough review of existing licenses to see if any others meet these criteria (i.e. can't rely solely on the labeled PRs)
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* how to deal with deprecated licenses (KRIS and GARY discussed)
+
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** outcome: these files are needed for tools... (gary to add more info here, reivew on next call)
+
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* add deprecated licenses to repository and review KRIS to add // ALL to review)
+
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* do another pass and some other general clean-up, e.g., remove body tag (KRIS)
+
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* licenses tagged as "required acknowledgment" do not merge, need another tag (KRIS)
+
  
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===2) Review various webpages for updating (Who: ALAN // When: End of August)===
+
=== True-up license list to current release ===
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* license matching guidelines page
+
* <span style="color: red;">Need to true-up changes to existing licenses from 2.3 (when XML repo was created) to current 2.6 release using spreadsheet (JILAYNE)</span>
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* license list overview page, including adding explanatory info about XML tags (http://wiki.spdx.org/view/Legal_Team/Templatizing/tags-matching)  
+
* Convert and add new licenses to repo from 2.4, 2.5. 2.6 (KRIS or someone from tech team using Kris' tool) - DONE
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** Alan to send via email in document for review before next call
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* Review and merge PRs for new licenses/exceptions since 2.3 (ALL) - DONE
  
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===3) Define a new process for License List, i.e., how to request a new license, what kind of pull requests we want, underlying process etc. (WHO: Jilayne // When: end of August)===
+
=== General Cleanup / Future Tag Changes ===
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* included checking with Kate re: moving license list to Github primary (instead of LF Git and mirrored to Github)
+
* <span style="color: red;">After review is complete and all licenses and exceptions have been merged, general clean-up to include: (GARY)</span> -->
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** Jilayne to send draft for review via email
+
* Initial round of clean-up to include:
 +
** remove body tag
 +
** fix lower case spdx tags
 +
** get rid of HTML-escaped characters where not needed / keep those that are needed (e.g., greater than / less than symbols)
 +
** update XML tag names as per tech team recommendations (see below)
 +
** pretty-print XML
 +
* Clean-up or formatting issues to be considered later:
 +
** <s>does all text need to be wrapped in &lt;p&gt; tags? or could titles just be &lt;title&gt;license title&lt;/title&gt; instead of &lt;title&gt;&lt;p&gt;license title&lt;/p&gt;&lt;/title&gt;?</s> Yes, [https://github.com/spdx/license-list-XML/issues/414#issuecomment-320094253 everything needs] &lt;p&gt; and &lt;br&gt; tags
 +
** add back the &lt;br&gt; tags Brad removed / generally prettify licenses so that they display as close to original as possible
 +
** check license families (CC-BY, GPL, etc.) for consistent markup (e.g., what is optional in CC-BY licenses?)
 +
** add a tag for "deprecated licenses", possibly add more definitive advice on alternative license expression
  
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===4) Update spdx-tools for new XML format (including website generation) - for 5 different formats (WHO: Gary // When: mid- to late- September)===
+
===Tracking license list version for new licenses===
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* Gary already has basic structure in place; time frame needs to be such that he could do testing in mid- to end-September
+
* when a new license is added to the list is currently recorded in the new license request list and in the SPDX License List master spreadsheet. Where will this info be in the new XML world? should we put this meta data in license itself, as a new tag or can we use Github release magic to track that way? --> discuss at OSLS, see minutes here: http://wiki.spdx.org/view/Legal_Team/Minutes/2017-02-15-OSLS
 +
** added new attribute for this, but will only implement for 2.6 and onward, need to check on attribute name - In Google doc
 +
* Add attribute to new licenses as of v2.6 - DONE
  
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===5) Have preview of website so we can check it (WHO: Gary & Jilayne // When: end of Sept)===
+
=== Finalize XML tag names ===
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* probably then one more pass at tools, etc.
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* Gary to bring to tech team for Sept 20 call, tech team to decide, with final review/sanity check by legal team - DONE
 +
** process: build a table for existing field name (machine-readable name for these from current spec) and new XML tag - DONE
 +
** Gary took to tech team, and had joint call with legal and tech team to finalize. Notes here: http://wiki.spdx.org/view/Technical_Team/Minutes/2016-10-25 and https://docs.google.com/document/d/1z9n44xLH2MxT576KS_AbTOBtecyl5cw6RsrrQHibQtg/edit
 +
* update tags as per tech team recommendations (action item noted above) as part of "General Clean-up" in above section
  
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===6) Create new tool to take text of new license and convert to XML file (WHO: Kris? // When: doesn't have to be done for release in Oct)
+
== Action Items - Stage 1b: Switch to Github, using old license list format - Jan 30 ==
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* to do so by hand is a bit tedious. Will still need human review before finalizing
+
* Update info for README on Github for initial switch to Github from Git repo, prior to XML conversion (Dennis to draft, ALL review) - DONE
 +
** completed - see here: https://docs.google.com/document/d/1kGSs3CXbtjF_uZmVsjhXMGChyP-pzlszktTr8t4PmmI/edit#
 +
* <span style="color: red;">update README on Jan 30 or after with this text </span>
 +
* update  webpages where needed: (JILAYNE w/help from rest of legal team) - DONE
 +
** links to master files
 +
** page on requesting a new license - how to update, just point to README?
 +
** what else?
 +
* what to do with existing license request tracking spreadsheet: will need to move any "live" items into issue tracking in Github; leave where it is otherwise as dormant? download and post somewhere on wiki to be safe?
 +
** where does data as to what version a license gets added to list go going forward? (see above)
 +
 
 +
== Action Items - Stage 2: Go live with XML conversion==
 +
 
 +
=== Check website generation and tools ===
 +
* As of Sept 16 call, Gary had done a first pass on tools to generate website and caught a bunch of validation errors, many of which were from lower case <spdx> tag. Gary to see what other validations were and fix and merge if simply or create pull request/submit to legal team if needs review
 +
* <span style="color: red;">other updates to spdx-tools for new XML format to generate the website along with the 5 different license formats in available in the license-list-data git repository (Gary) </span>
 +
* preview of website before release
 +
* make sure everything is in there (i.e., diff on text files that they are identical)
 +
 
 +
=== Documentation ===
 +
* Review various webpages for updating
 +
** Alan did first pass, which raised various questions and other things to address, need to revisit now that naming issue has been resolved with tech team
 +
** license matching guidelines web page
 +
** license list overview web page
 +
** README in repo and info in repo itself
 +
** request a new license web page
 +
** Appendix in spec:
 +
*** Appendix 1 is list of licenses - check
 +
*** Appendix 2 must be updated
 +
*** Appendix IV and V - check for links, references, etc.
 +
** other pages?
 +
** info about XML tags (http://wiki.spdx.org/view/Legal_Team/Templatizing/tags-matching) - this may become part of spec as an appendix, but where to put in meantime?
 +
 
 +
=== Coordination with tech team and SPDX Spec v2.2 ===
 +
* revisions to current appendix in spec as to markup (e.g., var v. alt markup tag)
 +
* explanation of XML tags - to go in markup appendix or new appendix?
 +
* v2.2 of spec is not going out this year, so may want to think about stuff that we might want to go into a new appendix eventually, where should it go in the meantime and plan for a migration?
 +
* ---> discuss at OSLS
 +
 
 +
=== Incorporating Synonyms into XML license documents ===
 +
* Kris had a plan to do this, but not sure he can contribute that now.
 +
* will postpone this until someone has a plan and can do the work, but will include in the .xsd schema
 +
* 2 options: all within license text itself or via a file that's stored in repository and lists them all in a structured way tools can use
 +
* will need someone to work on this
 +
 
 +
=== Create new tool to take text of new license and convert to XML file ===
 +
* to do so by hand is a bit tedious. Will still need human review before finalizing. Initial tool Kris used probably won't be applicable. Would be nice if this could be web-based
 +
* discuss with tech team, find someone to take this on? ---> discuss at OSLS
 +
 
 +
=== Tool for verifying XML against known matching/known non-matching text files ===
 +
* Testing regime for XML (either manually or by continuous integration) to validate that XML source generates other formats correctly

Latest revision as of 20:21, 4 August 2017

Action Items - Stage 1a: XML Conversion of Existing Licenses

Existing License PRs

  • Finish main review of all licenses so that all can merged (Who: ALL)
  • Kris to put original "conversion" tool (to convert text files into XML format, to then be reviewed) in public repository so anyone else can use it or improve it (KRIS) -- DONE

Exceptions

  • Convert and add exceptions to repository (KRIS) - DONE
  • note from Gary: tools don't care whether in same or different directory --> they are in their own directory
  • Review exceptions and merge exception PRs (ALL) - DONE

Deprecated licenses

  • outcome: Proposed solution to add a boolean attribute named deprecated to the SPDX element with a default value of false. For the "+" deprecated licenses, we would copy the XML file, rename it to include the "+" and add deprecated=true to the SPDX attributed.
  • Convert and add deprecated licenses to repository (GARY) - almost done
  • Review and merge deprecated license PRs (ALL)

PRs tagged "requires acknowledgement" or "has self-referring numbering"

  • Originally, we planned to add XML tags to reflect these characteristics (and not merge these licenses until we do so). For now, though, we will leave this as a potential feature for the future, and proceed to merge these licenses as long as their basic formatting looks correct. (We will be able to go back and review which PRs had these labels even after merging.)
  • Merge those labeled "approved" and "requires acknowledgement" (JILAYNE) - DONE
  • In future, may also need a more thorough review of existing licenses to see if any others meet these criteria (i.e. can't rely solely on the labeled PRs)

True-up license list to current release

  • Need to true-up changes to existing licenses from 2.3 (when XML repo was created) to current 2.6 release using spreadsheet (JILAYNE)
  • Convert and add new licenses to repo from 2.4, 2.5. 2.6 (KRIS or someone from tech team using Kris' tool) - DONE
  • Review and merge PRs for new licenses/exceptions since 2.3 (ALL) - DONE

General Cleanup / Future Tag Changes

  • After review is complete and all licenses and exceptions have been merged, general clean-up to include: (GARY) -->
  • Initial round of clean-up to include:
    • remove body tag
    • fix lower case spdx tags
    • get rid of HTML-escaped characters where not needed / keep those that are needed (e.g., greater than / less than symbols)
    • update XML tag names as per tech team recommendations (see below)
    • pretty-print XML
  • Clean-up or formatting issues to be considered later:
    • does all text need to be wrapped in <p> tags? or could titles just be <title>license title</title> instead of <title><p>license title</p></title>? Yes, everything needs <p> and <br> tags
    • add back the <br> tags Brad removed / generally prettify licenses so that they display as close to original as possible
    • check license families (CC-BY, GPL, etc.) for consistent markup (e.g., what is optional in CC-BY licenses?)
    • add a tag for "deprecated licenses", possibly add more definitive advice on alternative license expression

Tracking license list version for new licenses

  • when a new license is added to the list is currently recorded in the new license request list and in the SPDX License List master spreadsheet. Where will this info be in the new XML world? should we put this meta data in license itself, as a new tag or can we use Github release magic to track that way? --> discuss at OSLS, see minutes here: http://wiki.spdx.org/view/Legal_Team/Minutes/2017-02-15-OSLS
    • added new attribute for this, but will only implement for 2.6 and onward, need to check on attribute name - In Google doc
  • Add attribute to new licenses as of v2.6 - DONE

Finalize XML tag names

Action Items - Stage 1b: Switch to Github, using old license list format - Jan 30

  • Update info for README on Github for initial switch to Github from Git repo, prior to XML conversion (Dennis to draft, ALL review) - DONE
  • update README on Jan 30 or after with this text
  • update webpages where needed: (JILAYNE w/help from rest of legal team) - DONE
    • links to master files
    • page on requesting a new license - how to update, just point to README?
    • what else?
  • what to do with existing license request tracking spreadsheet: will need to move any "live" items into issue tracking in Github; leave where it is otherwise as dormant? download and post somewhere on wiki to be safe?
    • where does data as to what version a license gets added to list go going forward? (see above)

Action Items - Stage 2: Go live with XML conversion

Check website generation and tools

  • As of Sept 16 call, Gary had done a first pass on tools to generate website and caught a bunch of validation errors, many of which were from lower case <spdx> tag. Gary to see what other validations were and fix and merge if simply or create pull request/submit to legal team if needs review
  • other updates to spdx-tools for new XML format to generate the website along with the 5 different license formats in available in the license-list-data git repository (Gary)
  • preview of website before release
  • make sure everything is in there (i.e., diff on text files that they are identical)

Documentation

  • Review various webpages for updating
    • Alan did first pass, which raised various questions and other things to address, need to revisit now that naming issue has been resolved with tech team
    • license matching guidelines web page
    • license list overview web page
    • README in repo and info in repo itself
    • request a new license web page
    • Appendix in spec:
      • Appendix 1 is list of licenses - check
      • Appendix 2 must be updated
      • Appendix IV and V - check for links, references, etc.
    • other pages?
    • info about XML tags (http://wiki.spdx.org/view/Legal_Team/Templatizing/tags-matching) - this may become part of spec as an appendix, but where to put in meantime?

Coordination with tech team and SPDX Spec v2.2

  • revisions to current appendix in spec as to markup (e.g., var v. alt markup tag)
  • explanation of XML tags - to go in markup appendix or new appendix?
  • v2.2 of spec is not going out this year, so may want to think about stuff that we might want to go into a new appendix eventually, where should it go in the meantime and plan for a migration?
  • ---> discuss at OSLS

Incorporating Synonyms into XML license documents

  • Kris had a plan to do this, but not sure he can contribute that now.
  • will postpone this until someone has a plan and can do the work, but will include in the .xsd schema
  • 2 options: all within license text itself or via a file that's stored in repository and lists them all in a structured way tools can use
  • will need someone to work on this

Create new tool to take text of new license and convert to XML file

  • to do so by hand is a bit tedious. Will still need human review before finalizing. Initial tool Kris used probably won't be applicable. Would be nice if this could be web-based
  • discuss with tech team, find someone to take this on? ---> discuss at OSLS

Tool for verifying XML against known matching/known non-matching text files

  • Testing regime for XML (either manually or by continuous integration) to validate that XML source generates other formats correctly
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