pages/policy/incubation.ad - incubator - Git at Google

 = Incubation Policy
 Apache Incubator PMC
 2002-10-16
 :jbake-type: policy
 :jbake-status: published
 :idprefix:
 :toc:
 :imagesdir: ../images/

 In October 2002 the Board of Directors of the Apache Software Foundation passed
 a resolution to establish the Apache Incubator PMC. Quoting the
 link:https://www.apache.org/foundation/records/minutes/2002/board_minutes_2002_10_16.txt[October 16th, 2002 Board Minutes]:

 [quote, ASF Board Meeting, October 16th 2002]
 ...establish a Project Management Committee charged with
        accepting **new products** into the Foundation, providing **guidance
        and support** to help each new product engender their own
        collaborative community, **educating new developers in the
        philosophy and guidelines** for collaborative development as
        defined by the members of the Foundation, and proposing to the
        board **the promotion of such products to independent PMC
        status** once their community has reached maturity.

 See the October 2002 link:https://www.apache.org/foundation/board/calendar-1999-2004.html#2002 [Board report] for the resolution.

 The Incubator has the following responsibilities:
 - Welcoming new Podlings to become part of the Apache Software Foundation (ASF).
 - Guiding Podlings to govern and grow their communities according to *link:https://www.apache.org/theapacheway/[the Apache Way]*, the ASF's philosophy and guidelines for collaborative development.

 - Reporting monthly to the board on the progress of Podlings.
 - Graduating Podlings to top level Apache Software Foundation projects.
 - Retiring Podlings when needed.
 - Accepting IP donations.

 == About this Document

 This document is the reference for the policies and procedures put in place by the Incubator PMC for the incubation process.

 The document makes use of the terms MUST, MUST NOT, REQUIRED, SHALL, SHALL NOT, SHOULD, SHOULD NOT, RECOMMENDED, MAY and OPTIONAL. Where capitalized, these terms are used as defined in link:http://www.ietf.org/rfc/rfc2119.txt[RFC 2119].

 Like many policy documents this is not the most fun thing to read. Our link:/cookbook[Cookbook]
 provides more concrete information on the incubation process.

 == Scope
 This document contains the minimum requirements and processes that MUST be met by Podlings undergoing incubation.

 This document does not apply outside the process of incubation.

 == Relationship to Other Documents
 This document is the set of requirements for incubation. Where other documents say something different, this document is correct.

 == Changing this Document
 The Incubator PMC approves the content of this document. Any changes MUST be authorized by the Incubator PMC.

 == Podling Reporting
 Each Podling in Incubation MUST report to the Incubator PMC. Podlings SHALL report monthly for their first three months, after that quarterly. The Incubator PMC MAY, at their discretion, ask a Podlings to report more frequently. The PPMC with the mentor(s) help, MUST produce a report for the Incubator PMC detailing the overall progress toward graduation and any issues encountered.

 == Podling Constraints
 While in Incubation, Podlings are constrained in the actions they can undertake.

 === Website
 There are restrictions on where Podlings sites are hosted and branding on web sites.

 Please consult the link:/guides/sites.html[Podling Websites Guide] for the current policies on Podling websites.

 === Branding
 There are restrictions about how Podlings can use their own and other ASF brands and names.

 Please consult the link:/guides/branding.html[Podling Branding Guide] for details.

 === Publicity
 There are some restrictions about how Podlings can advertise themselves, especially around press releases related to Podlings.

 Please consult the link:/guides/publicity.html[Podling Publicity Guide] for details.

 === Disclaimers

 Podling web sites MUST include a clear disclaimer on their
 website and in all documentation, releases and release announcements
 stating that they are in incubation.

 Podling has a choice of two disclaimers a standard disclaimer or a work in progress disclaimer.

 Podlings wishing to use a different disclaimer message MUST have the
 disclaimer approved by the Incubator PMC before use.

 ==== Standard Disclaimer

 Podlings wanting to follow all ASF policy on releases SHOULD use the following
 text for all disclaimers (replace the underlined text where needed):

 [quote]
 ____
 Apache [.underline]#Podling-Name# is an effort
 undergoing incubation at The Apache Software Foundation (ASF),
 sponsored by the [.underline]#name of Apache TLP sponsor#. Incubation is required of all
 newly accepted projects until a further review indicates that the
 infrastructure, communications, and decision making process have
 stabilized in a manner consistent with other successful ASF projects.
 While incubation status is not necessarily a reflection of the
 completeness or stability of the code, it does indicate that the
 project has yet to be fully endorsed by the ASF.
 ____

 For releases, the text SHOULD be included in a separate DISCLAIMER file
 stored alongside the NOTICE and LICENSE files.

 ==== Work In Progress Disclaimer

 Podling wishing to make releases that may not follow all ASF policy SHOULD use the
 following disclaimer (replace the underlined text where needed):

 ____
 Apache [.underline]#Podling-Name# is an effort
 undergoing incubation at The Apache Software Foundation (ASF),
 sponsored by the [.underline]#name of Apache TLP sponsor#. Incubation is required of all
 newly accepted projects until a further review indicates that the
 infrastructure, communications, and decision making process have
 stabilized in a manner consistent with other successful ASF projects.
 While incubation status is not necessarily a reflection of the
 completeness or stability of the code, it does indicate that the
 project has yet to be fully endorsed by the ASF.

 Some of the incubating project's releases may not be fully compliant
 with ASF policy. For example, releases may have incomplete or
 un-reviewed licensing conditions. What follows is a list of known
 issues the project is currently aware of (note that this list, by
 definition, is likely to be incomplete):
 [.underline]#List of known issues go here#

 If you are planning to incorporate this work into your
 product/project, please be aware that you will need to conduct a
 thorough licensing review to determine the overall implications of
 including this work. For the current status of this project through the Apache
 Incubator visit:
 https://incubator.apache.org/projects/[.underline]#Apache Podling-Name#.html
 ____

 For releases, the text SHOULD be included in a separate DISCLAIMER-WIP file
 stored alongside the NOTICE and LICENSE files.

 === Releases

 See the guidelines for link:/guides/releasemanagement.html[Podling releases] for good practices on making releases.
 link:guides/releasemanagement.html#requesting_feedback_on_interim_non_asf_releases[Non ASF releases] can be made while incubating as long as the podling is moving towards making ASF releases.

 Podlings are not fully accepted as official projects within the Apache Software Foundation. Podlings MUST NOT perform any ASF releases of software without the approval of the Incubator PMC. When a Podling decides it wants to make an ASF release, the Podling MUST hold a vote on their public dev list. At least three +1 votes are required (see the http://www.apache.org/foundation/voting.html[Apache Voting Process] page) and more +1 votes than -1 votes. If the vote passes the Podling MUST send a summary of that vote to the Incubator's link:/howtoparticipate.html#Mailing+lists[general] list and request that the Incubator PMC approve the release. Three +1 Incubator PMC votes are required to approve a release. Below is an example showing how an incubating project managed this process:

 - link:++https://lists.apache.org/thread.html/7e9c475d07c0e12f813226aa123f54969ebb21a2277b32e9bd366d96@%3Cdev.plc4x.apache.org%3E++[Post to the Podling dev list calling the vote.]
 - link:++https://lists.apache.org/thread.html/06655226ba08c16a8cb273f9b45e0b0a15ebaed0d06783fdd06a03f6@%3Cgeneral.incubator.apache.org%3E++[Post to the Incubator's general list requesting approval from the Incubator PMC.]

 Should the Incubator PMC vote to approve a release, the Podling MAY make that release available to the public, only if:

 - The release archive(s) MUST include the word "incubating" in the filename.
 - The release archive(s) MUST contain a disclaimer (see above), which SHOULD be placed in a DISCLAIMER or DISCLAIMER-WIP file.

 Releases for the *Podling* MUST be distributed through *++http://www.apache.org/dist/incubator/++_Podling_* Also the Podling MAY choose to distribute approved releases through other channels like the central Maven repository.

 ==== Adding PPMC members
 After voting someone into the PPMC on the PPMC private list, a NOTICE email MUST be sent incubator private list. The PPMC MUST wait for 72 hours before inviting the new PPMC member to join the PPMC. See link:https://incubator.apache.org/guides/ppmc.html#voting_in_a_new_ppmc_member[Voting in a new PPMC member].

 == Termination
 The Incubator PMC SHOULD notify a podling of any policy violations. It MAY consider the termination of a Podling if violations are not corrected.
	= Incubation Policy
	Apache Incubator PMC
	2002-10-16
	:jbake-type: policy
	:jbake-status: published
	:idprefix:
	:toc:
	:imagesdir: ../images/

	In October 2002 the Board of Directors of the Apache Software Foundation passed
	a resolution to establish the Apache Incubator PMC. Quoting the
	link:https://www.apache.org/foundation/records/minutes/2002/board_minutes_2002_10_16.txt[October 16th, 2002 Board Minutes]:

	[quote, ASF Board Meeting, October 16th 2002]
	...establish a Project Management Committee charged with
	accepting new products into the Foundation, providing **guidance
	and support** to help each new product engender their own
	collaborative community, **educating new developers in the
	philosophy and guidelines** for collaborative development as
	defined by the members of the Foundation, and proposing to the
	board **the promotion of such products to independent PMC
	status** once their community has reached maturity.

	See the October 2002 link:https://www.apache.org/foundation/board/calendar-1999-2004.html#2002 [Board report] for the resolution.

	The Incubator has the following responsibilities:
	- Welcoming new Podlings to become part of the Apache Software Foundation (ASF).
	- Guiding Podlings to govern and grow their communities according to link:https://www.apache.org/theapacheway/[the Apache Way], the ASF's philosophy and guidelines for collaborative development.

	- Reporting monthly to the board on the progress of Podlings.
	- Graduating Podlings to top level Apache Software Foundation projects.
	- Retiring Podlings when needed.
	- Accepting IP donations.

	== About this Document

	This document is the reference for the policies and procedures put in place by the Incubator PMC for the incubation process.

	The document makes use of the terms MUST, MUST NOT, REQUIRED, SHALL, SHALL NOT, SHOULD, SHOULD NOT, RECOMMENDED, MAY and OPTIONAL. Where capitalized, these terms are used as defined in link:http://www.ietf.org/rfc/rfc2119.txt[RFC 2119].

	Like many policy documents this is not the most fun thing to read. Our link:/cookbook[Cookbook]
	provides more concrete information on the incubation process.

	== Scope
	This document contains the minimum requirements and processes that MUST be met by Podlings undergoing incubation.

	This document does not apply outside the process of incubation.

	== Relationship to Other Documents
	This document is the set of requirements for incubation. Where other documents say something different, this document is correct.

	== Changing this Document
	The Incubator PMC approves the content of this document. Any changes MUST be authorized by the Incubator PMC.

	== Podling Reporting
	Each Podling in Incubation MUST report to the Incubator PMC. Podlings SHALL report monthly for their first three months, after that quarterly. The Incubator PMC MAY, at their discretion, ask a Podlings to report more frequently. The PPMC with the mentor(s) help, MUST produce a report for the Incubator PMC detailing the overall progress toward graduation and any issues encountered.

	== Podling Constraints
	While in Incubation, Podlings are constrained in the actions they can undertake.

	=== Website
	There are restrictions on where Podlings sites are hosted and branding on web sites.

	Please consult the link:/guides/sites.html[Podling Websites Guide] for the current policies on Podling websites.

	=== Branding
	There are restrictions about how Podlings can use their own and other ASF brands and names.

	Please consult the link:/guides/branding.html[Podling Branding Guide] for details.

	=== Publicity
	There are some restrictions about how Podlings can advertise themselves, especially around press releases related to Podlings.

	Please consult the link:/guides/publicity.html[Podling Publicity Guide] for details.

	=== Disclaimers

	Podling web sites MUST include a clear disclaimer on their
	website and in all documentation, releases and release announcements
	stating that they are in incubation.

	Podling has a choice of two disclaimers a standard disclaimer or a work in progress disclaimer.

	Podlings wishing to use a different disclaimer message MUST have the
	disclaimer approved by the Incubator PMC before use.

	==== Standard Disclaimer

	Podlings wanting to follow all ASF policy on releases SHOULD use the following
	text for all disclaimers (replace the underlined text where needed):

	[quote]
	____
	Apache [.underline]#Podling-Name# is an effort
	undergoing incubation at The Apache Software Foundation (ASF),
	sponsored by the [.underline]#name of Apache TLP sponsor#. Incubation is required of all
	newly accepted projects until a further review indicates that the
	infrastructure, communications, and decision making process have
	stabilized in a manner consistent with other successful ASF projects.
	While incubation status is not necessarily a reflection of the
	completeness or stability of the code, it does indicate that the
	project has yet to be fully endorsed by the ASF.
	____

	For releases, the text SHOULD be included in a separate DISCLAIMER file
	stored alongside the NOTICE and LICENSE files.

	==== Work In Progress Disclaimer

	Podling wishing to make releases that may not follow all ASF policy SHOULD use the
	following disclaimer (replace the underlined text where needed):

	____
	Apache [.underline]#Podling-Name# is an effort
	undergoing incubation at The Apache Software Foundation (ASF),
	sponsored by the [.underline]#name of Apache TLP sponsor#. Incubation is required of all
	newly accepted projects until a further review indicates that the
	infrastructure, communications, and decision making process have
	stabilized in a manner consistent with other successful ASF projects.
	While incubation status is not necessarily a reflection of the
	completeness or stability of the code, it does indicate that the
	project has yet to be fully endorsed by the ASF.

	Some of the incubating project's releases may not be fully compliant
	with ASF policy. For example, releases may have incomplete or
	un-reviewed licensing conditions. What follows is a list of known
	issues the project is currently aware of (note that this list, by
	definition, is likely to be incomplete):
	[.underline]#List of known issues go here#

	If you are planning to incorporate this work into your
	product/project, please be aware that you will need to conduct a
	thorough licensing review to determine the overall implications of
	including this work. For the current status of this project through the Apache
	Incubator visit:
	https://incubator.apache.org/projects/[.underline]#Apache Podling-Name#.html
	____

	For releases, the text SHOULD be included in a separate DISCLAIMER-WIP file
	stored alongside the NOTICE and LICENSE files.

	=== Releases

	See the guidelines for link:/guides/releasemanagement.html[Podling releases] for good practices on making releases.
	link:guides/releasemanagement.html#requesting_feedback_on_interim_non_asf_releases[Non ASF releases] can be made while incubating as long as the podling is moving towards making ASF releases.

	Podlings are not fully accepted as official projects within the Apache Software Foundation. Podlings MUST NOT perform any ASF releases of software without the approval of the Incubator PMC. When a Podling decides it wants to make an ASF release, the Podling MUST hold a vote on their public dev list. At least three +1 votes are required (see the http://www.apache.org/foundation/voting.html[Apache Voting Process] page) and more +1 votes than -1 votes. If the vote passes the Podling MUST send a summary of that vote to the Incubator's link:/howtoparticipate.html#Mailing+lists[general] list and request that the Incubator PMC approve the release. Three +1 Incubator PMC votes are required to approve a release. Below is an example showing how an incubating project managed this process:

	- link:++https://lists.apache.org/thread.html/7e9c475d07c0e12f813226aa123f54969ebb21a2277b32e9bd366d96@%3Cdev.plc4x.apache.org%3E++[Post to the Podling dev list calling the vote.]
	- link:++https://lists.apache.org/thread.html/06655226ba08c16a8cb273f9b45e0b0a15ebaed0d06783fdd06a03f6@%3Cgeneral.incubator.apache.org%3E++[Post to the Incubator's general list requesting approval from the Incubator PMC.]

	Should the Incubator PMC vote to approve a release, the Podling MAY make that release available to the public, only if:

	- The release archive(s) MUST include the word "incubating" in the filename.
	- The release archive(s) MUST contain a disclaimer (see above), which SHOULD be placed in a DISCLAIMER or DISCLAIMER-WIP file.

	Releases for the Podling MUST be distributed through ++http://www.apache.org/dist/incubator/++_Podling_ Also the Podling MAY choose to distribute approved releases through other channels like the central Maven repository.

	==== Adding PPMC members
	After voting someone into the PPMC on the PPMC private list, a NOTICE email MUST be sent incubator private list. The PPMC MUST wait for 72 hours before inviting the new PPMC member to join the PPMC. See link:https://incubator.apache.org/guides/ppmc.html#voting_in_a_new_ppmc_member[Voting in a new PPMC member].

	== Termination
	The Incubator PMC SHOULD notify a podling of any policy violations. It MAY consider the termination of a Podling if violations are not corrected.