Thanks Tobias. Taking what I gathered via conversations and from responses to this thread I'll post a separate email listing what I perceive is the 1.3 scope to help move things along. The following is in response to your email.
_
Identify Adopting Organizations Per Release_

It's not clear which organizations needs 1.3 and what is the official code freeze date. It would be useful to understand who is interested in deploying 1.3 and what features drive their interest. Obviously the more institutions committed to a specific release the more likely resources will be dedicated to make it a success.

I propose we track adopting institutions per release. I added another column "Adopting Organization" to the Matterhorn Road Map so that we can track adopting institutions interested in a specific feature. If an organization is listed under a specific feature as an "Adopting Organization", it implies that they are committed to deploy the related release. I'm not sure how to gather this information, but I'll likely send a separate thread to opencast, users, and matterhorn lists asking folks to look at the Road Map and identify themselves as release adopters. I'm not sure how we would qualify delayed adoption like what Greg had mentioned. My hope would be that we could leverage adopting organizations to at least be part of the QA process, but if their adoption of a release is a semester off they may not be as motivated.

_Alignment of Contributing Organizations and Adopting Organizations_

I propose at least one of "Contributing Organizations" should also be listed as an "Adopting Organizations". otherwise there is a disconnect between development work and the steps necessary to make it production ready. If this disconnect exists, imho the feature should be bumped up to a release/date relevant to at least one contributing organization.

As we discussed awhile back, if contributing organization working on a specific feature for a specific must provide resources to QA and bug fix the feature until the final release is cut. If they fail to get the code production ready, they're responsible for rolling it back. This applies to patches and general bug fixes as well.


_UC Berkeley's and OIPP Potential Deployment Schedule_

UC Berkeley will deploy a local 1.2.x variant this fall which will include YouTube/iTunes distribution. Due to significant resource fluctuations this deliverable will not be ready for Matterhorn by 1.3. We had to take some short cuts to get it ready for our special events program in the fall and it is not acceptable for trunk. It is however available in our msub for anyone to download. We intend to have it ready for 1.4 assuming its within a January time frame (scope is available from Road Map) for the expansion of our pilot. Since our Fall pilot is fairly low key, we will strongly consider upgrading to a maintenance release mid-semester if major stability and/or performance problems (many of which are currently under analysis) are identified and resolved.

On the other hand, UC Berkeley is involved in an effort, Online Instructional Pilot Project (OIPP), to establish a common distance learning environment for the UC system. We may need the annotation and authorization features coming from 1.3 or possibly some variant for 1.4. This could involve some integration with Sakai OAE and could result in some Sakai instructional/student admin contrib tools.

Aside from the additional information in the road map, it might be useful for other organizations to give a brief summary of their deployment schedules. Perhaps I'll include that in my call for release adopters?



On 8/15/11 11:56 PM, Tobias Wunden wrote:
Hi Adam,

I agree with your assessment, and second your proposal to review the 1.3 
roadmap.

However, I do not think that twe should consider moving away from the timeline. 
There was (amongst others) one very good reason to it, which I think is still 
valid: Giving institutions a way to do their upgrade planning, which is only 
possible if we as a community manage to get our releases out in a timely 
fashion. In addition, as more and more vendors step into the market basing 
their products on Matterhorn, it is of great importance to provide a decent 
amount of reliability in terms of release planning.

So far, we have not been great at that, but I think if we learn our lessons, it 
will be possible to improve by quite a bit in the near future. 1.3 with its 
likely lack of lots of new features will give us a great opportunity to 
streamline, test, practice and document our release process.

There are many things that we need to get right, including

- Proper assignment of resources and responsibilities ahead of the release 
process
- Determination in disabling features that fail to work for two consecutive 
release candidates (as proposed at the Chicago meeting)
- Further improvements on automated testing

Tobias

On 16.08.2011, at 02:21, Adam Hochman wrote:

Hi all,
We had originally discussed releasing 1.3 at the end of September, but I think 
that time line is too aggressive.  It would be helpful to clarify what folks 
are working on, the scope of their projects, and when they they'll be ready to 
get their code production ready.  We had originally started a list of Release 
1.3 efforts on the Matterhorn Road Map page, but this page is fairly basic and 
potentially out of date.  
http://opencast.jira.com/wiki/display/MH/Matterhorn+Road+Map

I was going to map out what I thought was in scope, and what institutions and 
resources were involved and their project's latest status, but before I take on 
that difficult task I'd like to give the primary sources the immediate 
opportunity to inform the list about their efforts.

That way we can identify and align resources around QA and Release and assess 
whether our current time line makes sense.  This will help us determine whether 
projects in trunk will need to be branched, and potentially identify the need 
for more  dev resources to ensure strategically important projects happen 
within our given time frame.

Thanks in advance for sharing.

Adam
Matterhorn Community Liaison
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