On 2020-09-16 2:43 π.μ., Ryan Sleevi wrote:


On Tue, Sep 15, 2020 at 4:18 PM Dimitris Zacharopoulos (HARICA) <[email protected] <mailto:[email protected]>> wrote:



    On 2020-09-15 9:34 μ.μ., Ryan Sleevi wrote:


    Sure, I can do that but in any case I forwarded it the argument on
    the list. I also support this argument that aggregating new
    versions of the documents saves time.


While you're the only one qualified to measure whether it saves time, as a browser, this raises a host of questions for understanding how CAs are staying abreast of changes and reviewing them. This is actually critical, given that I've seen multiple CA incidents where CAs have reported that they have trouble staying abreast of changes, even for ballots they voted for! So it suggests to me that some of the current ways that CAs are keeping up to date are flawed, or lend themselves to easy mistakes.


I hope you realize that this is not related with Forum's activities. The Forum produces standards/Guidelines. Whether CAs, Relying Parties adhere to those standards/Guidelines and update their processes/products is a different issue.

Naturally, if we had the specific member, we could ask them to describe their process for staying aware of changes, and why one document makes that easier. For example, I'd be deeply concerned if a CA was looking at an aggregated SC28+SC35, since they might mistake a meaningful normative change as a cleanup or clarification, or similarly, mistake or overlook an important clarification because they're distracted by logging changes.

I don't think that's necessary. It seems very reasonable to me that reviewing one redline document that introduces changes from two or three ballots, is more convenient and simpler than having to review two or three redline documents to reach the same result.

If there are questions about a new requirement or an introduced change, the discussion of the specific ballot that introduced the change is there for anyone to review and get a better understanding on the rationale and get clarifications. In some cases, even that is not enough, and we encourage people to submit questions to the [email protected], or if these questions come from Members, they can post questions directly to the WG public mailing list.


Indeed, I'd be quite worried if someone was specifically using the Redline PDF for reviewing changes (in the full document), without also looking at any supporting discussion and included redlines, to also make sure they have an at-a-glance understanding of what's changing. Of course, I'm not a CA, so it's much better to hear, in a CAs own words, the processes they employee, so they can describe why one document saves more time.

Selfishly, my priority is not in saving time for CAs, if saving time risks correctness. I'd much rather ensure CAs do the right thing, and consistently implement it, even if it means they have to take more time to be careful and thorough. This is no different from me wanting to make sure my surgeon was certain my spleen needed to be removed, before scheduling the surgery, rather than just have them open me up and see what looks interesting or relevant.

My priority here is to serve the SCWG and the Forum in a compliant and productive manner. If the SCWG Members have no objection to the current practice of aggregating Final Guidelines when we have timelines that permit this aggregation, I will continue with this practice.

        Once I have the review period redline ready, it usually takes
        between 30 minutes to 1 hour to create the final documents,
        upload them to the wiki (the word versions), produce the
        final PDF versions and upload them to the public web site.


    Wow! I wouldn't have expected this to be more than 5 minutes, so
    that's a really surprising amount of time!  Do you know where the
    bulk of the time is, so we can prioritize? That said, it sounds
    like your response here aggregated 2-5 - is that roughly right?

    Yes, because to produce a Final Guideline and a redlined version
    in a non-GitHub version is quite painful. In the GitHub version,
    things are faster but again I need to create the redline manually,
    compare the two .docx versions produced by GitHub (before and
    after the merge to Main), check everything like track changes
    mode, make sure the ToC is not tracked and other minor details.


I'm not really sure I understand this process. It might be useful to have a demonstration on an Infrastructure WG call, to best see the challenge. Beyond helping the (presumptive, given single candidate) future chair, it might also help figure out opportunities for improvement here :)

We did try to capture the steps in https://docs.google.com/spreadsheets/d/1gTHJfPoGgv-1oXCtGxqxg887iSyCnPF0bSYfrc4JD30/edit#gid=0 but this probably needs to be updated with more details regarding the preparation of redlines and final guidelines.

Even going through this page every time to make sure nothing is missed, takes time :-) I'd be happy to discuss this process further at an Infrastructure Subcommittee call.

    Then, create a PDF without the formatting comments (otherwise the
    PDF contains formatting changes in the redline which doesn't look
    good). Then make the changes to the web sites, wiki, etc. I wish I
    could make that in 5 minutes :-)

    This would probably require having our entire public website on
    GitHub and automate the process. That would be really something!


Certainly, a number of other SDOs have managed this in a variety of forms! So it's not at all inconceivable, and that's why I'm trying to understand the process, so we can of course make it easier and simpler; for you, and for whomever the future Chair(s) may be. The more time we spend on process, understandably, the less time we spend on progress, and so the more that can be shared about the work involved, the better we can improve things.

I am aware of some and although it's not inconceivable, it's certainly very difficult to accomplish considering that we have repeatedly discussed doing a review of our existing public web site, remove obsolete information and update what needs to be updated. I hope the next chair(s) will have the energy to drive this process and update the public web site.

        Would your concerns be addressed if we had a
        separate/distinct IPR review for each ballot and once each
        IPR review is cleared with no essential claims filed, produce
        an aggregate document, or you still prefer separate Final
        documents with distinct versioning to be created? What do
        others think?


    The IP review necessitates the production of the Final document,
    so that sounds like more work, rather than less, and it seems to
    run in the same problem of commingling outputs.

    During my entire time as Chair of the Forum and the SCWG I have
    tried to perform my duties following the Bylaws to the best of my
    knowledge and understanding. Just in case I had misunderstood
    these requirements, I shared this process with the Vice Chairs who
    are native English speakers. We all agreed that aggregating the
    final Guidelines was allowed and not in conflict with our Bylaws.

    Can you point me to where you believe this practice is forbidden?


Can you mention where I said it was forbidden? I'm not sure how best to answer your question, and so I think this might require disentangling what you think I said versus what I said.

Perhaps I misunderstood this particular statement:

 * "The IP review necessitates the production of the Final document, so
   that sounds like more work, rather than less, and it seems to run in
   the same problem of commingling outputs."

I'm glad we are in agreement that this practice is not forbidden and, of course, not required.

    I honestly don't mind the extra work of creating more Guidelines
    but it seems pointless to create a document that nobody will ever
    read because it will be valid for just a few seconds.


I described, at length, why it was meaningful, from both an IP perspective and from a document versioning perspective. It sounded like you agreed with, or at least understood, those challenges, so I'm not sure I understand what you're trying to say here.

What I'm trying to say is that creating a document with version 1.2.2 and 5 minutes later another with version 1.2.3, makes 1.2.2 valid for just 5 minutes because everyone will just download and read 1.2.3 that incorporates the changes introduced in 1.2.2. It seems meaningless (from a practical standpoint) to create 1.2.2 since it will not be of use by almost anyone.


    Documents with the *same effective date* would create a lot of
    confusion to CAs and Relying Parties.


I'm also not really sure I understand this. It appears you're saying here that CAs ignore the version, and focus on the date, while in the past, you've specifically objected to changes in versioning, because you've argued that CAs focus on the version.

Are you saying that having a BRs 1.2.0, 1.2.1, and 1.2.2, and 1.2.3 creates a lot of confusion to CAs and Relying Parties? Because that's /four/ versions within the 3 day window of the Bylaws. (14 Oct - 16 Oct).
But if the review periods end Oct 14 - 16, I will prefer to spend one day working with the final guidelines and post the results. I probably don't want to spend one day producing 1.2.1, publish the resulting document to the mailing lists, update the web site, then do the same the next day for 1.2.2. This means that all these Guidelines will be sent (and thus become effective) on -say- 16 Oct.

From a compliance perspective, all 4 documents (with 4 distinct versions) would be effective on 16 Oct which might create challenges and confusion. I would like to avoid that an either aggregate or ensure we have different effective dates so that at every single day there is one and only one normative version of the Guideline in effect. Hope this makes more sense then the previous attempt.


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