1 of 10

Samvera

Code of Conduct

Proposal

​

July 2020

2 of 10

2

April 2020

Working Group recommendations to Partners to seek a 3rd party consultant

October 2019

Code of Conduct Working Group makes revisions to the code of conduct for Samvera Connect

June 2020

Checked references.

May 2020

Quote from Otter Tech.

3 of 10

Before Samvera Connect 2019, the Code of Conduct Working Group (CoCWG) created a slight adjustment to the Anti-Harassment Policy to strengthen the protocol for conflict resolution when an incident in the community occurs. However, the CoCWG noted that this was merely fixing a gap in the current policy. Much like other open-source communities, our Samvera community is growing and needs a deeper and unbiased overhaul of the code of conduct by an experienced, third-party consultant.

3

“

4 of 10

To Do What?

INCIDENT RESPONSE WORKSHOP

“Otter Tech offers a four-hour workshop on Code of Conduct incident response (for Community Helpers). The online workshop is facilitated through a group Zoom video. The workshop uses role-play to help enforcement team members to practice calm and firm responses to Code of Conduct incident reports.”

$3,500 (max 14 participants)

PROCEDURES REVIEW

“Otter Tech offers a review of event or online community Code of Conduct procedures. We will work with you to document how your enforcement team evaluates reports, documents responses, and follows up with reported people. We will work together to define a plan to communicate the importance of the Code of Conduct and build community trust in reporting incidents.”

$5,000

4

5 of 10

Reference Checks

  • Hannah Frost & Jessica Hilt participated in the calls.
    • Python Software Foundation
    • The Carpentries
  • Full notes.

​

​

5

6 of 10

Python Software Foundation.

  • Ewa Jodlowska & Ernest Durbin
  • All deliverables were on time.
  • Sage is professional, responsive, organized & transparent.
  • Pricing seemed fair. This work takes time to research and contextualize. “It’s not copy/paste.”
  • Will retain Sage again for onsite events.
  • PSF CoC

​

6

7 of 10

The Carpentries

  • Tracy Teal, former Exec Dir
  • Bringing in a 3rd party consult is key. Much to learn from an expert.
  • Builds confidence that nothing has been overlooked. Aids in recruiting helpers.
  • No one else really does this kind of work. Sage has a strong reputation.
  • Carpentries CoC has been a model for many communities since.

7

8 of 10

If we move forward...

Engage Otter Tech

Hire Sage Sharp, CEO, to lead our revision of the Code of Conduct and to teach the workshop.

Create working group

Based on Otter Tech’s recommendations, assemble a group to do this work directly with Sage.

Establish plan and timeline

To guide the work and to keep the community informed about nature of the work and changes on the horizon.

​

8

9 of 10

Questions

  • hfrost@stanford.edu
  • jessica@ucsd.edu

​

9

10 of 10

Links

  • Code of Conduct Working Group Recommendations.
  • Otter Tech quote for procedures review.
  • Otter Tech quote for workshop.
  • Reference Check notes.

​

  • Presentation template by SlidesCarnival

​

10