<div dir="ltr"><div>Ron,</div><div><br></div>I think Evergreen is in better shape than most projects. I think long term we may want to look at ways to get large projects done like the web client. However, I think we have done well given Equinox leadership in laying out the sprints and giving the community a path forward on this. We also always seemed to be fortunate to have players like MassLNC willing to step up to the plate within the community to fund some large projects.<div><br></div><div>Tim</div></div><div class="gmail_extra"><br><div class="gmail_quote">On Fri, Oct 6, 2017 at 8:45 AM, Gagnon, Ron <span dir="ltr"><<a href="mailto:gagnon@noblenet.org" target="_blank">gagnon@noblenet.org</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div dir="ltr"><div><div>Tim,<br></div>Thank you for attending on our behalf, and for the recap. I realize there are many different governance models, as you outlined, but all in all does Evergreen seem to be on the right track, or are there any concerning takeaways?<br></div>Ron<br></div><div class="gmail_extra"><br><div class="gmail_quote"><div><div class="h5">On Fri, Oct 6, 2017 at 8:29 AM, Timothy Spindler <span dir="ltr"><<a href="mailto:tspindler@cwmars.org" target="_blank">tspindler@cwmars.org</a>></span> wrote:<br></div></div><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div><div class="h5"><div dir="ltr"><span id="m_2525263855255611171m_-7225432277572555477gmail-docs-internal-guid-b3db1089-f1a2-33a5-b1d6-850ee55d0509"><p style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline;white-space:pre-wrap">I attended this forum for the last two days in Baltimore representing the Evergreen community. It was created under an IMLS grant and run by Lyrasis. The goal of the forum seemed a little vague but ultimately in the end they seem to want to develop a report and identify tools which would assist organizations in starting up open source projects and managing them long term.</span></p><p style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline;white-space:pre-wrap"><br></span></p><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline;white-space:pre-wrap">The discussion began with representatives evaluating their stage of their project:</span></p><br><ul style="margin-top:0pt;margin-bottom:0pt"><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">New/Starting Up</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">Growing</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">Self Sustaining</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">Maintenance</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">End of life</span></p></li></ul><br><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline;white-space:pre-wrap">The discussion focused on what does the above categories mean. Are they related to the community, organization or technology? Does the cycle apply to individual versions of the software or the life cycle of the project? Is there a difference between Self Sustaining and maintenance. Some of the attendees seemed to want to focus on the development cycle but not the life cycle of the project. Others focused on the life cycle of the project.</span></p><br><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline;white-space:pre-wrap">Established key top level issues for open source projects</span></p><br><ul style="margin-top:0pt;margin-bottom:0pt"><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">Governance</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">Resources</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">Technology</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">Community</span></p></li></ul><br><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline;white-space:pre-wrap">Each project identified where they were on a scale of 1-10 for each category. Some projects identified </span></p><br><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="background-color:transparent;color:rgb(0,0,0);font-family:Arial;font-size:11pt;white-space:pre-wrap">The discussion on the Thursday looked at the four areas identified previously (governance, resources, technology and community) and focused on what was needed to advance an a project in these areas. </span><br></p><br><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline;white-space:pre-wrap">We also discussed what tools and the process for projects to develop based on the first day’s discussion.</span></p><br><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;font-weight:700;vertical-align:baseline;white-space:pre-wrap">Commentary</span></p><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline;white-space:pre-wrap">The forum was strongly represented by large academic research institutions even though it was ostensibly to include open source projects for all cultural institutions. These projects almost all had much more top down project management that controlled development and to a lesser extent support. One notable exception was Koha (Chris Cormack was representing the Koha community). Wikipedia, of course, has crowd sourced content so it has a more bottom up approach. The other open source projects had councils/committees/partners or simply what was termed a benevolent dictator controlling the project. These groups control feature development and manage the project. All the projects were at various stages in the life of the project. </span></p><br><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;font-weight:700;vertical-align:baseline;white-space:pre-wrap">Outcomes</span></p><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline;white-space:pre-wrap">Lyrasis will be writing a report that will come out next year with the goal of identifying a process for developing and possibly managing open source projects.</span></p><br><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;font-weight:700;vertical-align:baseline;white-space:pre-wrap">Projects Represented</span></p><br><ul style="margin-top:0pt;margin-bottom:0pt"><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">Archivematica</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">ArchivesSpace</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">Avalon Media System</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">BitCurator</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">Blacklight</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">Collective Access</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">ConservationSpace</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">Coral</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">DSpace</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">Duraspace</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">Fedora</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">Islandora</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">Knowledge Project</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">Koha</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">Library Simplified</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">LOCKSS</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">MetaArchive</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">OLE/Folio</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">Omeka</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">Public Knowledge Project</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">Sakai</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">Samvera</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">Specify Software Project</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">Vega</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">VuFind</span></p></li><li dir="ltr" style="list-style-type:disc;font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;background-color:transparent;vertical-align:baseline;white-space:pre-wrap">Wikimedia (Wikipedia)</span></p></li></ul></span><span class="m_2525263855255611171HOEnZb"><font color="#888888"><div><br></div>-- <br><div class="m_2525263855255611171m_-7225432277572555477gmail_signature"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><span><br><div dir="ltr" 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<br></blockquote></div><span class="HOEnZb"><font color="#888888"><br><br clear="all"><br>-- <br><div class="m_2525263855255611171gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div><div><div>Ronald A. Gagnon<br></div>Executive Director<br></div>North Of Boston Library Exchange (NOBLE)<br></div>Danvers, Massachusetts 01923<br><a href="tel:(978)%20777-8844" value="+19787778844" target="_blank">978-777-8844</a><br></div><a href="http://www.noblenet.org" target="_blank">www.noblenet.org</a><br></div></div>
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</blockquote></div><br><br clear="all"><div><br></div>-- <br><div class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><span><br><div dir="ltr" style="margin-left:0pt"><table style="border:none;border-collapse:collapse"><colgroup><col width="312"><col width="230"></colgroup><tbody><tr style="height:0px"><td style="border-left:solid #000000 0px;border-right:solid #000000 0px;border-bottom:solid #000000 0px;border-top:solid #000000 0px;vertical-align:top;padding:7px 7px 7px 7px"><p dir="ltr" style="line-height:1.656;margin-top:0pt;margin-bottom:0pt"><span style="font-size:12.6667px;font-family:Arial;vertical-align:baseline;white-space:pre-wrap">Tim Spindler | Executive Director</span></p><p dir="ltr" style="line-height:1.656;margin-top:0pt;margin-bottom:0pt"><span style="font-size:12.6667px;font-family:Arial;vertical-align:baseline;white-space:pre-wrap"><a href="mailto:tspindler@cwmars.org" target="_blank">tspindler@cwmars.org</a> | 508-755-3323 x120</span></p><br><p dir="ltr" style="line-height:1.656;margin-top:0pt;margin-bottom:0pt"><span style="font-size:12.6667px;font-family:Arial;vertical-align:baseline;white-space:pre-wrap">C/W MARS |</span><a href="http://www.cwmars.org/" style="text-decoration:none" target="_blank"><span style="font-size:12.6667px;font-family:Arial;color:rgb(34,34,34);vertical-align:baseline;white-space:pre-wrap"> </span><span style="font-size:12.6667px;font-family:Arial;color:rgb(17,85,204);text-decoration:underline;vertical-align:baseline;white-space:pre-wrap">http://www.cwmars.org</span></a></p><p dir="ltr" style="line-height:1.656;margin-top:0pt;margin-bottom:0pt"><span style="font-size:12.6667px;font-family:Arial;vertical-align:baseline;white-space:pre-wrap">67 Millbrook St., Ste. 201</span></p><p dir="ltr" style="line-height:1.656;margin-top:0pt;margin-bottom:0pt"><span style="font-size:12.6667px;font-family:Arial;vertical-align:baseline;white-space:pre-wrap">Worcester, MA 01606</span></p></td><td style="border-left:solid #000000 0px;border-right:solid #000000 0px;border-bottom:solid #000000 0px;border-top:solid #000000 0px;vertical-align:top;padding:7px 7px 7px 7px"><p dir="ltr" style="line-height:1.656;margin-top:0pt;margin-bottom:0pt"><span style="font-size:12.6667px;font-family:Arial;vertical-align:baseline;white-space:pre-wrap"></span></p></td></tr></tbody></table></div></span><div><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr" style="font-size:12.8px"><span></span></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
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