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<h1>Incubation Policy</h1>
</div>
<p><div id="toc" class="toc">
<div id="toctitle">Table of Contents</div>
<ul class="sectlevel1">
<li><a href="#about_this_document">About this Document</a></li>
<li><a href="#scope">Scope</a></li>
<li><a href="#relationship_to_other_documents">Relationship to Other Documents</a></li>
<li><a href="#changing_this_document">Changing this Document</a></li>
<li><a href="#podling_reporting">Podling Reporting</a></li>
<li><a href="#podling_constraints">Podling Constraints</a>
<ul class="sectlevel2">
<li><a href="#website">Website</a></li>
<li><a href="#branding">Branding</a></li>
<li><a href="#publicity">Publicity</a></li>
</ul>
</li>
<li><a href="#disclaimers">Disclaimers</a>
<ul class="sectlevel2">
<li><a href="#standard_disclaimer">Standard Disclaimer</a></li>
<li><a href="#work_in_progress_disclaimer">Work In Progress Disclaimer</a></li>
</ul>
</li>
<li><a href="#releases">Releases</a></li>
<li><a href="#adding_ppmc_members">Adding PPMC members</a></li>
<li><a href="#joining_the_ipmc">Joining the IPMC</a></li>
<li><a href="#termination">Termination</a></li>
</ul>
</div>
<div id="preamble">
<div class="sectionbody">
<div class="paragraph">
<p>In October 2002 the Board of Directors of the Apache Software Foundation passed
a resolution to establish the Apache Incubator PMC. Quoting the
<a href="https://www.apache.org/foundation/records/minutes/2002/board_minutes_2002_10_16.txt">October 16th, 2002 Board Minutes</a>:</p>
</div>
<div class="quoteblock">
<blockquote>
&#8230;&#8203;establish a Project Management Committee charged with
accepting <strong>new products</strong> into the Foundation, providing <strong>guidance
and support</strong> to help each new product engender their own
collaborative community, <strong>educating new developers in the
philosophy and guidelines</strong> for collaborative development as
defined by the members of the Foundation, and proposing to the
board <strong>the promotion of such products to independent PMC
status</strong> once their community has reached maturity.
</blockquote>
<div class="attribution">
&#8212; ASF Board Meeting<br>
<cite>October 16th 2002</cite>
</div>
</div>
<div class="paragraph">
<p>See the October 2002 link:https://www.apache.org/foundation/board/calendar-1999-2004.html#2002 [Board report] for the resolution.</p>
</div>
<div class="paragraph">
<p>The Incubator has the following responsibilities:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>Welcoming new Podlings to become part of the Apache Software Foundation (ASF).</p>
</li>
<li>
<p>Guiding Podlings to govern and grow their communities according to <strong><a href="https://www.apache.org/theapacheway/">the Apache Way</a></strong>, the ASF&#8217;s philosophy and guidelines for collaborative development.</p>
</li>
<li>
<p>Reporting monthly to the board on the progress of Podlings.</p>
</li>
<li>
<p>Graduating Podlings to top level Apache Software Foundation projects.</p>
</li>
<li>
<p>Retiring Podlings when needed.</p>
</li>
<li>
<p>Accepting IP donations.</p>
</li>
</ul>
</div>
</div>
</div>
<div class="sect1">
<h2 id="about_this_document">About this Document</h2>
<div class="sectionbody">
<div class="paragraph">
<p>This document is the reference for the policies and procedures put in place by the Incubator PMC for the incubation process.</p>
</div>
<div class="paragraph">
<p>The document makes use of the terms MUST, MUST NOT, REQUIRED, SHALL, SHALL NOT, SHOULD, SHOULD NOT, RECOMMENDED, MAY and OPTIONAL. Where these are capitalized, we use these terms as defined in <a href="http://www.ietf.org/rfc/rfc2119.txt">RFC 2119</a>.</p>
</div>
<div class="paragraph">
<p>Like many policy documents, this is not the most fun thing to read. Our <a href="/cookbook">Cookbook</a>
provides more concrete information on the incubation process.</p>
</div>
</div>
</div>
<div class="sect1">
<h2 id="scope">Scope</h2>
<div class="sectionbody">
<div class="paragraph">
<p>This document contains the minimum requirements and processes that Podlings undergoing incubation MUST meet.</p>
</div>
<div class="paragraph">
<p>This document does not apply outside the process of incubation.</p>
</div>
</div>
</div>
<div class="sect1">
<h2 id="relationship_to_other_documents">Relationship to Other Documents</h2>
<div class="sectionbody">
<div class="paragraph">
<p>This document is the set of requirements for incubation. Where other documents say something different, this document is correct.</p>
</div>
</div>
</div>
<div class="sect1">
<h2 id="changing_this_document">Changing this Document</h2>
<div class="sectionbody">
<div class="paragraph">
<p>The Incubator PMC MUST approve changes to the content of this document.</p>
</div>
</div>
</div>
<div class="sect1">
<h2 id="podling_reporting">Podling Reporting</h2>
<div class="sectionbody">
<div class="paragraph">
<p>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 Podling to report more frequently. The PPMC, with the mentor or mentors' help, MUST produce a report for the Incubator PMC detailing overall progress toward graduation and any issues the Podling has encountered.</p>
</div>
</div>
</div>
<div class="sect1">
<h2 id="podling_constraints">Podling Constraints</h2>
<div class="sectionbody">
<div class="paragraph">
<p>While in Incubation, Podlings are constrained in the actions they can undertake.</p>
</div>
<div class="sect2">
<h3 id="website">Website</h3>
<div class="paragraph">
<p>There are restrictions on where Podlings can host their websites and what branding they can use on them.</p>
</div>
<div class="paragraph">
<p>Consult the <a href="/guides/sites.html">Podling Websites Guide</a> for the current policies on Podling websites.</p>
</div>
</div>
<div class="sect2">
<h3 id="branding">Branding</h3>
<div class="paragraph">
<p>There are restrictions about how Podlings can use their own and other ASF brands and names.</p>
</div>
<div class="paragraph">
<p>Consult the <a href="/guides/branding.html">Podling Branding Guide</a> for details.</p>
</div>
</div>
<div class="sect2">
<h3 id="publicity">Publicity</h3>
<div class="paragraph">
<p>There are restrictions about how Podlings can advertise themselves, especially in press releases related to Podlings.</p>
</div>
<div class="paragraph">
<p>Consult the <a href="/guides/publicity.html">Podling Publicity Guide</a> for details.</p>
</div>
</div>
</div>
</div>
<div class="sect1">
<h2 id="disclaimers">Disclaimers</h2>
<div class="sectionbody">
<div class="paragraph">
<p>Podlings MUST include a clear disclaimer on their
website and in all documentation, releases and release announcements
stating that they are in incubation.</p>
</div>
<div class="paragraph">
<p>A Podling has a choice of two disclaimers: a standard disclaimer or a work-in-progress disclaimer.</p>
</div>
<div class="paragraph">
<p>Podlings wishing to use a different disclaimer message MUST have the Incubator PMC approve it before use.</p>
</div>
<div class="sect2">
<h3 id="standard_disclaimer">Standard Disclaimer</h3>
<div class="paragraph">
<p>Podlings wanting to follow all ASF policy on releases SHOULD use the following
text for all disclaimers (replace the underlined text as appropriate):</p>
</div>
<div class="quoteblock">
<blockquote>
<div class="paragraph">
<p>Apache <span class="underline">Podling-Name</span> is an effort
undergoing incubation at The Apache Software Foundation (ASF),
sponsored by the <span class="underline">name of Apache TLP sponsor</span>. 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.</p>
</div>
</blockquote>
</div>
<div class="paragraph">
<p>For releases, the text SHOULD be included in a separate DISCLAIMER file
stored alongside the NOTICE and LICENSE files.</p>
</div>
</div>
<div class="sect2">
<h3 id="work_in_progress_disclaimer">Work In Progress Disclaimer</h3>
<div class="paragraph">
<p>A Podling wishing to make releases that may not follow all ASF policy SHOULD use the
following disclaimer (replace the underlined text where needed):</p>
</div>
<div class="quoteblock">
<blockquote>
<div class="paragraph">
<p>Apache <span class="underline">Podling-Name</span> is an effort
undergoing incubation at The Apache Software Foundation (ASF),
sponsored by the <span class="underline">name of Apache TLP sponsor</span>. 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.</p>
</div>
<div class="paragraph">
<p>Some of the incubating project&#8217;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
issues the project is currently aware of (this list is likely to be incomplete):
<span class="underline">List of known issues goes here</span></p>
</div>
<div class="paragraph">
<p>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:
<a href="https://incubator.apache.org/projects/" class="bare">https://incubator.apache.org/projects/</a><span class="underline">Apache Podling-Name</span>.html</p>
</div>
</blockquote>
</div>
<div class="paragraph">
<p>For releases, the text SHOULD be included in a separate DISCLAIMER-WIP file
stored alongside the NOTICE and LICENSE files.</p>
</div>
</div>
</div>
</div>
<div class="sect1">
<h2 id="releases">Releases</h2>
<div class="sectionbody">
<div class="paragraph">
<p>See the guidelines for <a href="/guides/releasemanagement.html">Podling releases</a> for good practices for making releases. The Podling can make
<a href="guides/releasemanagement.html#requesting_feedback_on_interim_non_asf_releases">non-ASF releases</a> while incubating as long as it is moving towards making ASF releases.</p>
</div>
<div class="paragraph">
<p>Podlings are not yet 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 PPMC votes are required (see the <a href="http://www.apache.org/foundation/voting.html">Apache Voting Process</a> page) and more +1 votes than -1 votes. If the vote passes, the Podling MUST send a summary of that vote to the Incubator&#8217;s <a href="/howtoparticipate.html#Mailing+lists">general</a> 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:</p>
</div>
<div class="ulist">
<ul>
<li>
<p><a href="https://lists.apache.org/thread.html/7e9c475d07c0e12f813226aa123f54969ebb21a2277b32e9bd366d96@%3Cdev.plc4x.apache.org%3E">Post to the Podling dev list calling the vote.</a></p>
</li>
<li>
<p><a href="https://lists.apache.org/thread.html/06655226ba08c16a8cb273f9b45e0b0a15ebaed0d06783fdd06a03f6@%3Cgeneral.incubator.apache.org%3E">Post to the Incubator&#8217;s general list requesting approval from the Incubator PMC.</a></p>
</li>
</ul>
</div>
<div class="paragraph">
<p>Should the Incubator PMC vote to approve a release, the Podling MAY make that release available to the public under these conditions:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>The release archive(s) MUST include the word "incubating" in the filename.</p>
</li>
<li>
<p>The release archive(s) MUST contain a disclaimer (see above), which SHOULD be placed in a DISCLAIMER or DISCLAIMER-WIP file.</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>Releases for the <strong>Podling</strong> MUST be distributed through <strong>http://www.apache.org/dist/incubator/<em>Podling</em></strong> The Podling MAY choose to distribute approved releases through other channels by following the <a href="https://incubator.apache.org/guides/distribution.html">guidelines here</a>.</p>
</div>
</div>
</div>
<div class="sect1">
<h2 id="adding_ppmc_members">Adding PPMC members</h2>
<div class="sectionbody">
<div class="paragraph">
<p>After voting someone into the PPMC on the PPMC private list, the Podling MUST send a NOTICE email to the private@incubator list. Only after the NOTICE has been sent can the PPMC invite the new PPMC member to join the PPMC. See <a href="https://incubator.apache.org/guides/ppmc.html#voting_in_a_new_ppmc_member">Voting in a new PPMC member</a>.</p>
</div>
</div>
</div>
<div class="sect1">
<h2 id="joining_the_ipmc">Joining the IPMC</h2>
<div class="sectionbody">
<div class="paragraph">
<p>As with all PMCs, the IPMC votes on proposed members on the private@incubator list. After a vote has finished, the IPMC MUST send a NOTICE email to the board before inviting the proposed member. Any ASF member can ask to be an IPMC member, without a vote, but the IPMC MUST still give notice to the board.</p>
</div>
</div>
</div>
<div class="sect1">
<h2 id="termination">Termination</h2>
<div class="sectionbody">
<div class="paragraph">
<p>The Incubator PMC SHOULD notify a Podling of any policy violations. It MAY consider termination of a Podling that does not correct such violations.</p>
</div>
</div>
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