This is what the FCIG has been working on.

The bottom line is that we need some sort of entity if we want enter into an 
agreement with a fiscal agent or sponsor. Otherwise, there is no "we” to enter 
into said agreement.

Cary

> On Jul 24, 2017, at 1:03 PM, EDWIN VINCENT SPERR <[email protected]> wrote:
> 
> Again, it is great that things have worked out so well for so long. And there 
> is nothing about the process of formalization that requires (or is even 
> intended to bring about) the sidelining of the folks who have worked so hard 
> to make the Conferences, the Journal and everything else such a success.
> 
> 
> However, there are over 3300 folks currently subscribed to the list (it is by 
> far the largest list that CLIR hosts), and I'm not sure about Conference 
> attendance, but the FCIG report tells us that "Recent total budgets for the 
> annual Code4Lib conference have exceeded $250,000" 
> [https://wiki.code4lib.org/FCIG_Report#Description_of_Current_Practice 
> <https://wiki.code4lib.org/FCIG_Report#Description_of_Current_Practice>].  
> Frankly, if there has *ever* been a time when we could somehow ascertain the 
> consensus of the entire community about "what it wants" in an informal way, I 
> would argue that it passed a while ago.
> 
> 
> There is no need for governance to imply a top-down centralization (though 
> formally electing Roy Tennant as God-Emperor and being done with it is 
> certainly an option open to us). Instead, it can be structured in many ways 
> as a formalization of existing practice. There is no absolutely no reason 
> that our existing Trustees can't be elected as officers. And when they want 
> to set their burden down for a bit, the Community can elect new ones. Making 
> this process explicit may be more trouble in some ways, but it's also 
> considerably more democratic.
> 
> 
> Not least, this is a discussion that will likely be forced upon us if we try 
> to proceed with partnering with a fiscal sponsor for future meetings. Instead 
> of just randomly copying some bylaws from somewhere, let's start thinking 
> about how to intentionally adopt a form of governance that preserves the 
> things that we currently like.
> 
> 
> Edwin Sperr
> 
> Clinical Information Librarian
> 
> AU / UGA Medical Partnership
> [email protected] <mailto:[email protected]> | [email protected] 
> <mailto:[email protected]>
> 
> ________________________________
> From: Code for Libraries <[email protected] 
> <mailto:[email protected]>> on behalf of Eric Hellman <[email protected] 
> <mailto:[email protected]>>
> Sent: Monday, July 24, 2017 12:08:31 PM
> To: [email protected] <mailto:[email protected]>
> Subject: Re: [CODE4LIB] Governance for Code4Lib (was: What's so bad about 
> bylaws?)
> 
> I've been pondering about this a fair amount.
> 
> I don't think Code4Lib is an "amorphous entity with no systematic way of 
> arriving at a decision or definable point of contact". Rather, it is a 
> decentralized community with long-established norms and consensus-based 
> procedures for discerning the will of the community.
> 
> The community has been able to accomplish a great deal using volunteers and, 
> for the lack of a better word, trustees. The trustees have been largely 
> self-appointed or have responded to community requests. These trustees manage 
> assets and capabilities for the benefit of the community. The asset that has 
> put the largest burden on the part of the trustee has been the annual 
> conference and the corresponding fiscal liabilities. Because of the burden of 
> this trusteeship, it has been handed off from trustee to trustee.
> 
> I think it would help if we reframed the discussion away from "formalizing 
> governance of Code4Lib" to "improving the fiscal continuity of a trustee for 
> one (or more) of the Code4Lib community assets/liabilities", which I think 
> the fiscal continuity group has advanced considerably.
> 
> There has been some good work done in developing and documenting the norms 
> and procedures in our community. For example:
> 
> https://code4lib.org/about <https://code4lib.org/about>
> About | code4lib<https://code4lib.org/about <https://code4lib.org/about>>
> code4lib.org <http://code4lib.org/>
> code4lib isn't entirely about code or libraries. It is a volunteer-driven 
> collective of hackers, designers, architects, curators, catalogers, artists 
> and instigators ...
> 
> About | code4lib<https://code4lib.org/about <https://code4lib.org/about>>
> code4lib.org <http://code4lib.org/>
> code4lib isn't entirely about code or libraries. It is a volunteer-driven 
> collective of hackers, designers, architects, curators, catalogers, artists 
> and instigators ...
> 
> 
> https://wiki.code4lib.org/How_to_hack_code4lib 
> <https://wiki.code4lib.org/How_to_hack_code4lib> 
> <https://wiki.code4lib.org/How_to_hack_code4lib 
> <https://wiki.code4lib.org/How_to_hack_code4lib>>
> How to hack code4lib - 
> Code4Lib<https://wiki.code4lib.org/How_to_hack_code4lib 
> <https://wiki.code4lib.org/How_to_hack_code4lib>>
> wiki.code4lib.org <http://wiki.code4lib.org/>
> Hop into the #code4lib IRC channel and listen for a while. The conference 
> back channel on IRC is the most invaluable tool available to help you quickly 
> get the feel ...
> 
> How to hack code4lib - 
> Code4Lib<https://wiki.code4lib.org/How_to_hack_code4lib 
> <https://wiki.code4lib.org/How_to_hack_code4lib>>
> wiki.code4lib.org <http://wiki.code4lib.org/>
> Hop into the #code4lib IRC channel and listen for a while. The conference 
> back channel on IRC is the most invaluable tool available to help you quickly 
> get the feel ...
> 
> 
> https://docs.google.com/document/d/1m-9VtL7L_fUxl2hTF_YZSdFRfucaLtmHvLSzom6XPVM/edit?pli=1#heading=h.99orczg96qj5
>  
> <https://docs.google.com/document/d/1m-9VtL7L_fUxl2hTF_YZSdFRfucaLtmHvLSzom6XPVM/edit?pli=1#heading=h.99orczg96qj5>
>  
> <https://docs.google.com/document/d/1m-9VtL7L_fUxl2hTF_YZSdFRfucaLtmHvLSzom6XPVM/edit?pli=1#heading=h.99orczg96qj5
>  
> <https://docs.google.com/document/d/1m-9VtL7L_fUxl2hTF_YZSdFRfucaLtmHvLSzom6XPVM/edit?pli=1#heading=h.99orczg96qj5>>
> [https://lh6.googleusercontent.com/QNBNsGIckkoGTAfhTZn3mAJGHTD-1AGkFTMViVGoNiYuMAADkx94tfyT-JrQgOI0y2-ilg=w1200-h630-p
>  
> <https://lh6.googleusercontent.com/QNBNsGIckkoGTAfhTZn3mAJGHTD-1AGkFTMViVGoNiYuMAADkx94tfyT-JrQgOI0y2-ilg=w1200-h630-p>]<https://docs.google.com/document/d/1m-9VtL7L_fUxl2hTF_YZSdFRfucaLtmHvLSzom6XPVM/edit?pli=1#heading=h.99orczg96qj5
>  
> <https://docs.google.com/document/d/1m-9VtL7L_fUxl2hTF_YZSdFRfucaLtmHvLSzom6XPVM/edit?pli=1#heading=h.99orczg96qj5>>
> 
> Code4Lib 
> indoctrination<https://docs.google.com/document/d/1m-9VtL7L_fUxl2hTF_YZSdFRfucaLtmHvLSzom6XPVM/edit?pli=1#heading=h.99orczg96qj5
>  
> <https://docs.google.com/document/d/1m-9VtL7L_fUxl2hTF_YZSdFRfucaLtmHvLSzom6XPVM/edit?pli=1#heading=h.99orczg96qj5>>
> docs.google.com <http://docs.google.com/>
> How do we make code4lib a more inclusive place for newcomers? or, how do we 
> quickly indoctrinate newbies to our values and ways of doing things? If any, 
> what made you feel like an “outsider” at the Code4Lib community (IRC, 
> Listserv, etc)? Inside jokes in IRC or listserv suggestions? Maybe we s...
> 
> [https://lh6.googleusercontent.com/QNBNsGIckkoGTAfhTZn3mAJGHTD-1AGkFTMViVGoNiYuMAADkx94tfyT-JrQgOI0y2-ilg=w1200-h630-p
>  
> <https://lh6.googleusercontent.com/QNBNsGIckkoGTAfhTZn3mAJGHTD-1AGkFTMViVGoNiYuMAADkx94tfyT-JrQgOI0y2-ilg=w1200-h630-p>]<https://docs.google.com/document/d/1m-9VtL7L_fUxl2hTF_YZSdFRfucaLtmHvLSzom6XPVM/edit?pli=1#heading=h.99orczg96qj5
>  
> <https://docs.google.com/document/d/1m-9VtL7L_fUxl2hTF_YZSdFRfucaLtmHvLSzom6XPVM/edit?pli=1#heading=h.99orczg96qj5>>
> 
> Code4Lib 
> indoctrination<https://docs.google.com/document/d/1m-9VtL7L_fUxl2hTF_YZSdFRfucaLtmHvLSzom6XPVM/edit?pli=1#heading=h.99orczg96qj5
>  
> <https://docs.google.com/document/d/1m-9VtL7L_fUxl2hTF_YZSdFRfucaLtmHvLSzom6XPVM/edit?pli=1#heading=h.99orczg96qj5>>
> docs.google.com <http://docs.google.com/>
> How do we make code4lib a more inclusive place for newcomers? or, how do we 
> quickly indoctrinate newbies to our values and ways of doing things? If any, 
> what made you feel like an “outsider” at the Code4Lib community (IRC, 
> Listserv, etc)? Inside jokes in IRC or listserv suggestions? Maybe we s...
> 
> 
> https://github.com/code4lib/antiharassment-policy/blob/master/code_of_conduct.md
>  
> <https://github.com/code4lib/antiharassment-policy/blob/master/code_of_conduct.md><https://github.com/code4lib/antiharassment-policy/blob/master/code_of_conduct.md
>  
> <https://github.com/code4lib/antiharassment-policy/blob/master/code_of_conduct.md>>
> [https://avatars2.githubusercontent.com/u/1158447?v=3&s=400 
> <https://avatars2.githubusercontent.com/u/1158447?v=3&s=400>]<https://github.com/code4lib/antiharassment-policy/blob/master/code_of_conduct.md
>  
> <https://github.com/code4lib/antiharassment-policy/blob/master/code_of_conduct.md>>
> 
> antiharassment-policy/code_of_conduct.md at master 
> ...<https://github.com/code4lib/antiharassment-policy/blob/master/code_of_conduct.md
>  
> <https://github.com/code4lib/antiharassment-policy/blob/master/code_of_conduct.md>>
> github.com <http://github.com/>
> antiharassment-policy - Code4lib anti-harassment policy drafting space
> 
> [https://avatars2.githubusercontent.com/u/1158447?v=3&s=400 
> <https://avatars2.githubusercontent.com/u/1158447?v=3&s=400>]<https://github.com/code4lib/antiharassment-policy/blob/master/code_of_conduct.md
>  
> <https://github.com/code4lib/antiharassment-policy/blob/master/code_of_conduct.md>>
> 
> antiharassment-policy/code_of_conduct.md at master 
> ...<https://github.com/code4lib/antiharassment-policy/blob/master/code_of_conduct.md
>  
> <https://github.com/code4lib/antiharassment-policy/blob/master/code_of_conduct.md>>
> github.com <http://github.com/>
> antiharassment-policy - Code4lib anti-harassment policy drafting space
> 
> 
> 
> It may be useful to further document Code4lib's consensus-based procedures 
> and policies for the benefit of legal entities that need to work with us, but 
> a formal governance structure for the community (as opposed to that of an 
> asset trustee) is something that I don't think the community needs or wants.
> 
> Also, I think the notion that we're indebted to "dumb luck" forgets that 
> "luck" is created by a lot of hard work.
> 
> Eric
> 
> 
>> On Jul 24, 2017, at 11:01 AM, EDWIN VINCENT SPERR <[email protected]> wrote:
>> 
>> It is true that the Community has held 12 annual conferences without 
>> formalization. And yes, it is likely *possible* to continue with the current 
>> model of every conference being essentially a separate entity, and support 
>> from the larger community being on an ad-hoc basis. But the reason we are 
>> having this discussion is that this is not a particularly good option -- it 
>> depends not only on good will, but (as Coral has noted) dumb luck as well. 
>> It also means more stress and effort on the part of each year's organizers 
>> than necessary.
>> 
>> However, if we *do* form a relationship with another entity (or 
>> self-incorporate), some person or persons will sign an agreement that binds 
>> us, however you define "us", to a course of action that will likely span 
>> several conferences. This is indeed a significantly different type of 
>> decision than has come before, and it requires a different way of doing 
>> business. Everybody has had a bad experience or two with bureaucracy, but 
>> the current approach of trying to maintain Code4Lib as an amorphous entity 
>> with no systematic way of arriving at a decision or definable point of 
>> contact has real and tangible drawbacks.
>> 
>> So, in the spirit of the current way of doing things, I propose the 
>> formation of an ad-hoc, self-nominated committee (perhaps the last of its 
>> kind) to investigate a formal governance structure for Code4Lib and then 
>> assist the Community with its implementation.
>> 
>> If you're interested in joining me, please contact me off-list: 
>> [email protected]
>> 
>> 
>> 
>>> Date:    Fri, 21 Jul 2017 16:35:13 -0400
>>> From:    Adam Constabaris <[email protected]>
>>> Subject: Re: What's so bad about bylaws?
>> 
>>> It's an interesting question, but code4lib -- whatever exactly that is --
>>> has managed to make all sorts of decisions, about where to hold
>>> conferences, keynote speakers, etc. for over a decade without formalizing.
>> 
>>> I am unclear on the exact details, but there is some carryover of
>>> conference funds from year to year and if I had to guess -- and this is a
>>> guess -- it relies on the good will of the previous year's fiscal sponsor(s)
>>> transferring the funds to the upcoming year's fiscal sponsor(s). However
>>> exactly that process works, it's happened multiple times at the direction
>>> of the community; each time, though, different parties are involved.
>> 
>>> The F*C*IG is attempting to address (among other things) the tenuousness of
>>> that arrangement, and they've identified a number of proposals that appear
>>> to yield enough formal organization to ensure continuity.   The
>>> decision doesn't strike me as more momentous or different in kind from the 
>>> ones code4lib has
>>> made in the past, and shouldn't require any new mechanisms.
>> 
>> Ed Sperr
>> Clinical Information Librarian
>> AU/UGA Medical Partnership
>> Athens, GA
>> [email protected] | [email protected]

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