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What is a Project Support Service?

Background:

In the ever-evolving landscape of Cardano, open source projects serve as catalysts for innovation, driving progress and collaboration. However, the intricacies of managing these projects can present formidable challenges. Recognizing this, Intersect's Open Source Office (OSO) stands ready to provide crucial support services.��Definition:

As the cornerstone of Cardano's open source ecosystem, the OSO acts as a beacon of support and guidance for project teams. Serving as a central hub, it offers a diverse array of resources and expertise to facilitate effective project management. From navigating licensing requirements to fostering community engagement, the OSO empowers teams to maximize the impact and sustainability of their open source endeavors.

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OSO Services Intro

The Intersect’s Open Source Office offers a strong backbone of services to Cardano open source projects, built around the goal of sustaining most project needs outside of just code management and technical decisions. We will offer an enhanced set of services via professional staff that cultivate the maturity and increased adoption of Cardano related open source projects. ��We take a data driven approach to working with our project and maintainer community; we actively survey to improve our services and community satisfaction on top of featuring services in our community spotlight/essential cardano/cardano 360.

These services will be offered as part of community stability, but do not replace developers on the projects themselves and are never meant to be in the critical path of a project release or a full time resource. Our goal in providing these shared services is to cultivate the Cardano Builders’ graduating and incubating projects, and offer sandbox projects in the space to grow into incubating projects.

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Catalog of Project Support Services

Marketing

Research
Promotion
Events

Community Building

Diversity
Recruiting
Management

Legal

Checklist
Relationship w Specialized Attorneys

Open Source Strategy and Sustainability

Business Models
Fundability
Partnerships
Technical Writing
Coordinating External Contribution

Governance

Creating a Community that is sustainable
Balanced
Preventing Corporate Dominance
Any Legal
Community handbook Templates

Product Management (TBD)

Community created and Supported Features
Submitting to parent communities

Design

Design with and for the community

Training

Classes, Videos, and Documentation
Customized Versions Available

Open Source Project Support Services Interest Form

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Open Source Office (OSO) Services:

Project Standards
Training / Certification
Legal Services
Tools
Technical Documentation

Confidential and Proprietary

*All Items listed here are examples of what can be provided

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Intersect will assist with collaborations between contributors, committers as well as maintainers of Intersect projects to facilitate and support knowledge sharing
Project governance creation and advice
Facilitating community meetings with support for online participation
Administrative support for communication and project processes
Security audit guidance, certification and standards
Distributed systems safety research via independent third parties
Biweekly or monthly check in meetings with Intersect Staff as requested
Project activity tracking and contribution reporting via (TBD)
Code commit data services

OSO Services Breakdown

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This in turn will create the following possibilities not just for the Intersect but also Intersect’s own community through the instillment of best practice.

High-quality code: With unit tests, code coverage, and continuous integration, teams improve code earlier in the life cycle
Comprehensive documentation: Code is better documented, both in comments and less formally in discussions, leading to a single source of truth
Effective code reuse: Code and architecture are discoverable and available across teams and the organization
Strong collaboration: Code reviews have less friction, team communication becomes stronger, and contributions increase in number
Healthy culture: Silos are broken down, so developer happiness improves, leading to better retainment and recruitment

Intersect Instituting Project Standards:

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Example Project Standards for Intersect OSO:

Intersect Owned Repos Must:

Include an informative README

Including a High Level (2 Sentence) Description for purpose of Repo

Explain how to make a contribution (Contributing MD)
Include the Standard Code of Conduct
Include an agreed Licensing MD
Identify the Core Maintainers

Recommended to Include:

Pull Request Template
Issue Template

In Addition, Intersect Owned Repos Should Consider Including:

All items must be provided in an easy-to-read and standard form (eg MarkDown, etc).��

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Training / Certification

The Intersect will make a major investment in implementing training, expert certification for Cardano developers, SPOs, and provide certification programs for Cardano. We will also work with our partner ecosystem to develop self-paced online courses that can scale up a project’s reach beyond what’s possible using instructor-led courses. Over time, we expect to expand the training options to cover other projects.

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Legal Services (to be scoped out, this is an iterative design)

Legal services keep a project healthy and in compliance with licensing requirements, intellectual property regimes, and industry norms. Specific legal services include:

A neutral home for trademarks and copyrights.
Registering trademarks for your projects across geographies as needed
Support and responses to threatened litigation. For example when a project receives a Cease & Desist for trademark infringement.
Contributor License Agreement (CLA) system that integrates with GitHub.
Developer Certificate of Origin (DCO) system that integrates with GitHub.
Protect trademarks, such as a Uniform Domain-Name Dispute-Resolution Policy (UDRP) action to take over kubernetes.cn.
Assistance with open source licensing review and strategy as needed
Access to legal staff should any legal questions arise.

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Tools

Intersect Projects may freely select their own tools, produce their own documentation, and build their own websites. The Intersect staff can support a project’s activities in this area and can provide recommendations and/or access to these tools for your project. We also can also negotiate special relationships with many vendors that offer enterprise level support.

Type	Tools
Source Code Management	Github
Issue Tracker	Click-up, Github projects
Documentation Platform	Github, Gitbook, Click-up
Forums or Chat Platform	Discord, twitter, Github
Metrics & KPIs Platform	Bitergia, Github Insights
Projects single entry point	Github OSO Landing Page, Gitbook knowledge base
Announcements and news	Discord, Matrix, Slack, youtube, cardano 360, twitter, linkedin, etc

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Technical Documentation

The Intersect allocates a significant portion of its time to improving project documentation and website development. This includes improving website hosting, project documentation hosting, adding tutorials and how-to guides, and acting on project requests.��Examples to utilize:

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OSO Details:

Confidential and Proprietary

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OSO Summary

What do we need	Scope	Reasoning
Terms of Reference (ToR)	Draft Open Source Strategy for Cardano Is the executor of Cardano’s ongoing Open Source Strategy Oversees the start of Cardano’s Open Source Pilot�A. Implement OS Practice for either Govtool Repos or the “Core Cardano” repo list	This is the arm to align Intersect and community interest related to OS interaction and strategic goals This is the execution vehicle to implement the OS Strategy
Mtg Frequency	Weekly OS Committee Meetings TWG / PWG weekly cadences Bi Monthly Open Source Office Hours	There is a lot of work and growth to do
Staff	Head of OSO: Christian Taylor Open Source Program Manager: Tex Open Source Analyst: Bogdan Developer Advocate: (Hybrid Role) Technology Evangelist: TBD (Hybrid Role)	Minimum Operational staff to get proper procedures in place Establish and assist TWG’s and PWG’s Directly manage Intersect repo list and OS Strategy Assist in Intersect OS goals and strategic partnerships Intersect project support functions

Confidential and Proprietary

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OSO Responsibilities

The OSO has a wide range of responsibilities, including:

Developing an open source strategy and policy for Intersect.
Maintaining an inventory of open source software used within Intersect.
Ensuring compliance with open source licenses and addressing any license violations.
Contributing back to the open source community through code contributions, bug fixes, and other forms of engagement.
Managing the Intersect relationship with the open source community, educating members on open source and its benefits, and providing guidance and support to development teams on using and contributing to open source projects.

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Roles within an OSO

The recommended essential staff for an OSO includes the following roles:

Program Manager: This individual is responsible for overseeing the day-to-day operations of the OSO, ensuring alignment with the organization's strategic goals, and managing the team.
Community Manager: This person is responsible for building and managing relationships with the community, ensuring that community members feel heard and supported, and facilitating communication between the community and the OSO.
Technical Evangelist: This individual is responsible for promoting the organization's open-source projects and technologies to developers and technical communities, including speaking at conferences, authoring technical content, and engaging with developer communities online.
Legal Counsel: This person provides legal advice and guidance to the OSO on licensing, intellectual property, and other legal matters related to open-source software.
Developer Advocate: This individual is responsible for building relationships with developers, understanding their needs and concerns, and advocating for their interests within the OSO. They also work to onboard new developers to the organization's open-source projects.

Ultimately, the goal of an OSO is to foster an open and collaborative environment that encourages innovation and enables the organization to deliver high-quality open-source software. By having the right staff in place, an OSO can effectively manage the complexities of open-source development and ensure that its open-source projects are successful.

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OSO Structure

Head of OSO

Open Source Evangelist

Developer Advocate

Legal Counsel

Service Providers

Open Source�Program Manager

(Community Resource x 4)

(Full Time Role)

(Community Resource)

(Part Time Role; consulted resource)

Strategic Partnerships

(Contracted Resource)

(Full Time Role)

Christian Taylor

Tex McCutcheon

TBD

Suganya Arun�Udai Solanki�Aex Seregin�Bernard Sibanda

CBIA�45B�Awen�Anastasia Labs

Bitergia

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Inputs:

(Requests,

FAQ’s, Escalations

Education needs,

Standards / Policy

Project Support)

Process

Prioritize Workload / Determine Output

Confidential and Proprietary

Intersect Members or Vendors

Backlog of the OSO

Head of OSO

Open Source Program Manager

Review the Matter of the Inputs

Go / No Go

Gather Stakeholder or Community Feedback

Start work on needed Output

No-Go

Outputs:

(New Policy / Standards, Contracts, OS Strategy Update,

Recommendation / Decision, Service to be rendered, Repo Mgt)

Supplier and Customer

Cardano Ecosystem

Intersect Members

OS Community

OSO

OS Projects

Strategic Partnerships

OSO | Workflow

TWG or PWG

OSO

Beginning of Workflow

End of Workflow

OSO Workflow