Re: [openstack-dev] An alternative approach to enforcing expected election behaviour

2014-06-18 Thread Thierry Carrez
James E. Blair wrote:
 I think our recent experience has shown that the fundamental problem is
 that not all of the members of our community knew what kind of behavior
 we expected around elections.  That's understandable -- we had hardly
 articulated it.  I think the best solution to that is therefore to
 articulate and communicate that.
 
 I believe Anita's proposal starts off by doing a very good job of
 exactly that, so I would like to see a final resolution based on that
 approach with very similar text to what she has proposed.  That
 statement of expected behavior should then be communicated by election
 officials to all participants in announcements related to all elections.
 Those two simple acts will, I believe, suffice to address the problem we
 have seen.
 
 I do agree that a heavy bureaucracy is not necessary for this.  Our
 community has a Code of Conduct established and administered by the
 Foundation.  I think we should focus on minimizing additional process
 and instead try to make this effort slot into the existing framework as
 easily as possible by expecting the election officials to forward
 potential violations to the Foundation's Executive Director (or
 delegate) to handle as they would any other potential CoC violation.

+1

The community code of conduct states:

Respect the election process. Members should not attempt to
manipulate election results. Open debate is welcome, but vote trading,
ballot stuffing and other forms of abuse are not acceptable.

Maybe just clarifying what we mean by open debate and giving examples
of what we would consider other forms of abuse in the context of the
TC elections is actually sufficient. Then voters can judge abuse on
their own in their vote (reputational pressure) *and* we have an
established process (the alleged violation of the community code of
conduct) to escalate to in case we really need to (institutional pressure).

I think the first part of Anita's draft captures that very well, so
maybe that's all we need. I really think that documenting and better
communicating expectations will actually avoid problems in the future.

Regards,

-- 
Thierry Carrez (ttx)

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Re: [openstack-dev] An alternative approach to enforcing expected election behaviour

2014-06-18 Thread Eoghan Glynn

 James E. Blair wrote:
  I think our recent experience has shown that the fundamental problem is
  that not all of the members of our community knew what kind of behavior
  we expected around elections.  That's understandable -- we had hardly
  articulated it.  I think the best solution to that is therefore to
  articulate and communicate that.
  
  I believe Anita's proposal starts off by doing a very good job of
  exactly that, so I would like to see a final resolution based on that
  approach with very similar text to what she has proposed.  That
  statement of expected behavior should then be communicated by election
  officials to all participants in announcements related to all elections.
  Those two simple acts will, I believe, suffice to address the problem we
  have seen.
  
  I do agree that a heavy bureaucracy is not necessary for this.  Our
  community has a Code of Conduct established and administered by the
  Foundation.  I think we should focus on minimizing additional process
  and instead try to make this effort slot into the existing framework as
  easily as possible by expecting the election officials to forward
  potential violations to the Foundation's Executive Director (or
  delegate) to handle as they would any other potential CoC violation.

 Thierry Carrez wrote:
 +1
 
 The community code of conduct states:
 
 Respect the election process. Members should not attempt to
 manipulate election results. Open debate is welcome, but vote trading,
 ballot stuffing and other forms of abuse are not acceptable.
 
 Maybe just clarifying what we mean by open debate and giving examples
 of what we would consider other forms of abuse in the context of the
 TC elections is actually sufficient. Then voters can judge abuse on
 their own in their vote (reputational pressure) *and* we have an
 established process (the alleged violation of the community code of
 conduct) to escalate to in case we really need to (institutional pressure).
 
 I think the first part of Anita's draft captures that very well, so
 maybe that's all we need. I really think that documenting and better
 communicating expectations will actually avoid problems in the future.

Absolutely agreed with jeblair and ttx here, that communicating
expectations clearly is the key.

However I think that the choice between relying on reputational
versus institutional pressure for enforcement should be an
either-or proposition, in order for it to be most effective.

The potential problem with reputational being the default, then
falling back to institutional pressure in extremis, is that folks
may read something into the absence of an escalation.

e.g. the openstack officialdom doesn't seem to have done
  anything about this practice, so it must be ok

IMHO reliance on the wisdom-of-crowds for enforcement works best
when the crowd explicitly knows that it's the last line of defense.

Cheers,
Eoghan

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Re: [openstack-dev] An alternative approach to enforcing expected election behaviour

2014-06-17 Thread James E. Blair
Eoghan Glynn egl...@redhat.com writes:

 TL;DR: how about we adopt a soft enforcement model, relying 
on sound judgement and good faith within the community?

Thank you very much for bringing this up and proposing it to the TC.  As
others have suggested, having a concrete alternative is very helpful in
revealing both the positive and negative aspects of a proposal.

I think our recent experience has shown that the fundamental problem is
that not all of the members of our community knew what kind of behavior
we expected around elections.  That's understandable -- we had hardly
articulated it.  I think the best solution to that is therefore to
articulate and communicate that.

I believe Anita's proposal starts off by doing a very good job of
exactly that, so I would like to see a final resolution based on that
approach with very similar text to what she has proposed.  That
statement of expected behavior should then be communicated by election
officials to all participants in announcements related to all elections.
Those two simple acts will, I believe, suffice to address the problem we
have seen.

I do agree that a heavy bureaucracy is not necessary for this.  Our
community has a Code of Conduct established and administered by the
Foundation.  I think we should focus on minimizing additional process
and instead try to make this effort slot into the existing framework as
easily as possible by expecting the election officials to forward
potential violations to the Foundation's Executive Director (or
delegate) to handle as they would any other potential CoC violation.

-Jim

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[openstack-dev] An alternative approach to enforcing expected election behaviour

2014-06-16 Thread Eoghan Glynn

TL;DR: how about we adopt a soft enforcement model, relying 
   on sound judgement and good faith within the community?


Hi Folks,

I'm concerned that the expected election behaviour review[1]
is not converging on the optimal approach, partially due to the
initial concentration on the procedural aspects of the proposal.

This concentration was natural enough, due to shortcomings such
as the lack of any provision for a right of reply, or the
fuzziness around who was capable of deciding a violation had
occurred and imposing the stiff penalties envisaged.

However, I think we should take a step back at this stage and
reconsider the whole approach. Looking at this in the round, as
I see it, the approach mooted seems to suffer from a fundamental
flaw.

Specifically, in holding individuals to the community code of
conduct[2] in a very *strict* sense (under pain of severe career
damage), when much of that code is written in an aspirational
style, and so is not very suitable for use as an *objective*
standard.

The reference to the spirit of the OpenStack ideals ideals is
even more problematic in that sense. Ideals by their nature are
*idealized* versions of reality. So IMHO it's not workable to
infuse an aspiration to meet these laudable ideals, with the
language of abuse, violations, investigation, punishment etc.
In fact it strikes me as a tad Orwellian to do so.

So I wanted to throw an alternative idea out onto the table ...

How about we rely instead on the values and attributes that
actually make our community strong?

Specifically: maturity, honesty, and a self-correcting nature.

How about we simply require that each candidate for a TC or PTL
election gives a simple undertaking in their self-nomination mail,
along the lines of:

I undertake to respect the election process, as required by
the community code of conduct.

I also undertake not to engage in campaign practices that the
community has considered objectionable in the past, including
but not limited to, unsolicited mail shots and private campaign
events.

If my behavior during this election period does not live up to
those standards, please feel free to call me out on it on this
mailing list and/or withhold your vote.

We then rely on:

  (a) the self-policing nature of an honest, open community

and:

  (b) the maturity and sound judgement within that community
  giving us the ability to quickly spot and disregard any
  frivolous reports of mis-behavior

So no need for heavy-weight inquisitions, no need to interrupt the
election process, no need for handing out of stiff penalties such
as termination of membership.

Instead, we simply rely on good faith and sound judgement within
the community.

TBH I think we're pretty good at making ourselves heard when
needs be, and also pretty good at filtering through the noise. 

So I would trust the electorate to apply their judgement, filter
out those reports of bad practice that they consider frivolous or
tending to make mischief, or conversely to withhold their vote if
they consider the practice reported to be unacceptable.

If someone has already cast their vote when the report of some
questionable behavior surfaces, well so be it. The electorate
has a long memory and most successful candidates end up running
again for subsequent elections (e.g. a follow-on term as PTL,
or for the TC).

The key strength of this alternative approach IMO is that it
directly relies on the *actual* values of the community, as
opposed to attempting to codify those values, a priori.

Just my $0.02 ...

Cheers,
Eoghan

[1] https://review.openstack.org/98675
[2] http://www.openstack.org/legal/community-code-of-conduct

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Re: [openstack-dev] An alternative approach to enforcing expected election behaviour

2014-06-16 Thread Daniel P. Berrange
On Mon, Jun 16, 2014 at 05:04:51AM -0400, Eoghan Glynn wrote:
 How about we rely instead on the values and attributes that
 actually make our community strong?
 
 Specifically: maturity, honesty, and a self-correcting nature.
 
 How about we simply require that each candidate for a TC or PTL
 election gives a simple undertaking in their self-nomination mail,
 along the lines of:
 
 I undertake to respect the election process, as required by
 the community code of conduct.
 
 I also undertake not to engage in campaign practices that the
 community has considered objectionable in the past, including
 but not limited to, unsolicited mail shots and private campaign
 events.
 
 If my behavior during this election period does not live up to
 those standards, please feel free to call me out on it on this
 mailing list and/or withhold your vote.

I like this proposal because it focuses on the carrot rather than
the stick, which is ultimately better for community cohesiveness
IMHO. It is already part of our community ethos that we can call
people out to publically debate / stand up  justify any  all
issues affecting the project whether they be related to the code,
architecture, or non-technical issues such as electioneering
behaviour.

 We then rely on:
 
   (a) the self-policing nature of an honest, open community
 
 and:
 
   (b) the maturity and sound judgement within that community
   giving us the ability to quickly spot and disregard any
   frivolous reports of mis-behavior
 
 So no need for heavy-weight inquisitions, no need to interrupt the
 election process, no need for handing out of stiff penalties such
 as termination of membership.

Before jumping headlong for a big stick to whack people with, I think
I'd expect to see examples of problems we've actually faced (as opposed
to vague hypotheticals), and a clear illustration that a self-policing
approach to the community interaction failed to address them. I've not
personally seen/experianced any problems that are so severe that they'd
suggest we need the ability to kick someone out of the community for
sending email !

Regards,
Daniel
-- 
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|: http://libvirt.org  -o- http://virt-manager.org :|
|: http://autobuild.org   -o- http://search.cpan.org/~danberr/ :|
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Re: [openstack-dev] An alternative approach to enforcing expected election behaviour

2014-06-16 Thread Mark McLoughlin
On Mon, 2014-06-16 at 10:56 +0100, Daniel P. Berrange wrote:
 On Mon, Jun 16, 2014 at 05:04:51AM -0400, Eoghan Glynn wrote:
  How about we rely instead on the values and attributes that
  actually make our community strong?
  
  Specifically: maturity, honesty, and a self-correcting nature.
  
  How about we simply require that each candidate for a TC or PTL
  election gives a simple undertaking in their self-nomination mail,
  along the lines of:
  
  I undertake to respect the election process, as required by
  the community code of conduct.
  
  I also undertake not to engage in campaign practices that the
  community has considered objectionable in the past, including
  but not limited to, unsolicited mail shots and private campaign
  events.
  
  If my behavior during this election period does not live up to
  those standards, please feel free to call me out on it on this
  mailing list and/or withhold your vote.
 
 I like this proposal because it focuses on the carrot rather than
 the stick, which is ultimately better for community cohesiveness
 IMHO.

I like it too. A slight tweak of that would be to require candidates to
sign the pledge publicly via an online form. We could invite the
community as a whole to sign it too in order to have candidates'
supporters covered.

  It is already part of our community ethos that we can call
 people out to publically debate / stand up  justify any  all
 issues affecting the project whether they be related to the code,
 architecture, or non-technical issues such as electioneering
 behaviour.
 
  We then rely on:
  
(a) the self-policing nature of an honest, open community
  
  and:
  
(b) the maturity and sound judgement within that community
giving us the ability to quickly spot and disregard any
frivolous reports of mis-behavior
  
  So no need for heavy-weight inquisitions, no need to interrupt the
  election process, no need for handing out of stiff penalties such
  as termination of membership.
 
 Before jumping headlong for a big stick to whack people with, I think
 I'd expect to see examples of problems we've actually faced (as opposed
 to vague hypotheticals), and a clear illustration that a self-policing
 approach to the community interaction failed to address them. I've not
 personally seen/experianced any problems that are so severe that they'd
 suggest we need the ability to kick someone out of the community for
 sending email !

Indeed. This discussion is happening in a vacuum for many people who do
not know the details of the private emails and private campaign events
which happened in the previous cycle.

The only one I know of first hand was a private email where the
recipients quickly responded saying the email was out of line and the
original sender apologized profusely. People can make mistakes in good
faith and if we can deal with it quickly and maturely as a community,
all the better.

In this example, the sender's apology could have bee followed up with
look, here's our code of conduct; sign it now, respect it in the
future, and let that be the end of the matter.

Mark.


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Re: [openstack-dev] An alternative approach to enforcing expected election behaviour

2014-06-16 Thread Doug Hellmann
On Mon, Jun 16, 2014 at 9:41 AM, Mark McLoughlin mar...@redhat.com wrote:
 On Mon, 2014-06-16 at 10:56 +0100, Daniel P. Berrange wrote:
 On Mon, Jun 16, 2014 at 05:04:51AM -0400, Eoghan Glynn wrote:
  How about we rely instead on the values and attributes that
  actually make our community strong?
 
  Specifically: maturity, honesty, and a self-correcting nature.
 
  How about we simply require that each candidate for a TC or PTL
  election gives a simple undertaking in their self-nomination mail,
  along the lines of:
 
  I undertake to respect the election process, as required by
  the community code of conduct.
 
  I also undertake not to engage in campaign practices that the
  community has considered objectionable in the past, including
  but not limited to, unsolicited mail shots and private campaign
  events.
 
  If my behavior during this election period does not live up to
  those standards, please feel free to call me out on it on this
  mailing list and/or withhold your vote.

 I like this proposal because it focuses on the carrot rather than
 the stick, which is ultimately better for community cohesiveness
 IMHO.

 I like it too. A slight tweak of that would be to require candidates to
 sign the pledge publicly via an online form. We could invite the
 community as a whole to sign it too in order to have candidates'
 supporters covered.

+1

I'm less worried about the candidates, since they are in the spotlight
during the election. I'm more worried about supporters getting carried
away in their enthusiasm or not understanding how much (and why) the
community values open participation.


  It is already part of our community ethos that we can call
 people out to publically debate / stand up  justify any  all
 issues affecting the project whether they be related to the code,
 architecture, or non-technical issues such as electioneering
 behaviour.

  We then rely on:
 
(a) the self-policing nature of an honest, open community
 
  and:
 
(b) the maturity and sound judgement within that community
giving us the ability to quickly spot and disregard any
frivolous reports of mis-behavior
 
  So no need for heavy-weight inquisitions, no need to interrupt the
  election process, no need for handing out of stiff penalties such
  as termination of membership.

 Before jumping headlong for a big stick to whack people with, I think
 I'd expect to see examples of problems we've actually faced (as opposed
 to vague hypotheticals), and a clear illustration that a self-policing
 approach to the community interaction failed to address them. I've not
 personally seen/experianced any problems that are so severe that they'd
 suggest we need the ability to kick someone out of the community for
 sending email !

 Indeed. This discussion is happening in a vacuum for many people who do
 not know the details of the private emails and private campaign events
 which happened in the previous cycle.

 The only one I know of first hand was a private email where the
 recipients quickly responded saying the email was out of line and the
 original sender apologized profusely. People can make mistakes in good
 faith and if we can deal with it quickly and maturely as a community,
 all the better.

 In this example, the sender's apology could have bee followed up with
 look, here's our code of conduct; sign it now, respect it in the
 future, and let that be the end of the matter.

I agree that the penalties in the original proposal went too far. I
also think it's a good point that many people don't know the details
from the last cycle, so I think some specific guidance on how to
report issues so they can be addressed formally is an important aspect
of this proposal.

Doug


 Mark.


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Re: [openstack-dev] An alternative approach to enforcing expected election behaviour

2014-06-16 Thread Eoghan Glynn


 On Mon, 2014-06-16 at 10:56 +0100, Daniel P. Berrange wrote:
  On Mon, Jun 16, 2014 at 05:04:51AM -0400, Eoghan Glynn wrote:
   How about we rely instead on the values and attributes that
   actually make our community strong?
   
   Specifically: maturity, honesty, and a self-correcting nature.
   
   How about we simply require that each candidate for a TC or PTL
   election gives a simple undertaking in their self-nomination mail,
   along the lines of:
   
   I undertake to respect the election process, as required by
   the community code of conduct.
   
   I also undertake not to engage in campaign practices that the
   community has considered objectionable in the past, including
   but not limited to, unsolicited mail shots and private campaign
   events.
   
   If my behavior during this election period does not live up to
   those standards, please feel free to call me out on it on this
   mailing list and/or withhold your vote.
  
  I like this proposal because it focuses on the carrot rather than
  the stick, which is ultimately better for community cohesiveness
  IMHO.
 
 I like it too. A slight tweak of that would be to require candidates to
 sign the pledge publicly via an online form. We could invite the
 community as a whole to sign it too in order to have candidates'
 supporters covered.

Fair point, that would work for me also.

   It is already part of our community ethos that we can call
  people out to publically debate / stand up  justify any  all
  issues affecting the project whether they be related to the code,
  architecture, or non-technical issues such as electioneering
  behaviour.
  
   We then rely on:
   
 (a) the self-policing nature of an honest, open community
   
   and:
   
 (b) the maturity and sound judgement within that community
 giving us the ability to quickly spot and disregard any
 frivolous reports of mis-behavior
   
   So no need for heavy-weight inquisitions, no need to interrupt the
   election process, no need for handing out of stiff penalties such
   as termination of membership.
  
  Before jumping headlong for a big stick to whack people with, I think
  I'd expect to see examples of problems we've actually faced (as opposed
  to vague hypotheticals), and a clear illustration that a self-policing
  approach to the community interaction failed to address them. I've not
  personally seen/experianced any problems that are so severe that they'd
  suggest we need the ability to kick someone out of the community for
  sending email !
 
 Indeed. This discussion is happening in a vacuum for many people who do
 not know the details of the private emails and private campaign events
 which happened in the previous cycle.
 
 The only one I know of first hand was a private email where the
 recipients quickly responded saying the email was out of line and the
 original sender apologized profusely. People can make mistakes in good
 faith and if we can deal with it quickly and maturely as a community,
 all the better.

Exactly.

Most realistic missteps that I can imagine could be dealt with
by a simple calling out of the error, then moving on quickly.

Simple, lightweight, a teachable moment.

No need for heavy-handed inquisitions IMHO if we trust our own
instincts as a community.

Cheers,
Eoghan

 In this example, the sender's apology could have bee followed up with
 look, here's our code of conduct; sign it now, respect it in the
 future, and let that be the end of the matter.

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