Onboarding Tracker for ML eXchange (MLX)

[jzcardoso]

The following tasks are required to complete onboarding for a Sandbox level project joining the LF AI & Data Foundation. LF Staff will engage with the technical project lead via this issue and work through the checklist to completion.

LF AI & Data Staff: Review each item, confirm completion, and add any relevant notes.

Note: (ED) Executive Director, (Tech) Technical Lead, (PM) Program Management & Operations Lead, (Mktg) Marketing Lead

TECHNICAL PROJECT DETAILS

--Maturity Level Proposed: Sandbox --Company Sponsor (Full Legal Name): IBM --Project Sponsor Contact: Jim Spohrer --Technical Contact: Animesh Singh singhan@us.ibm.com --Legal Contact: Lisa J. Ulrich --TAC Sponsor: Jim Spohrer --TAC Approval Date: 6/6/2021 --Project in SFDC: https://linuxfoundation.lightning.force.com/lightning/r/Project__c/a092M00001KWrcMQAT/view --Project License: Apache 2.0 --Project Presentation: Deck --Project Proposal per LF AI & Data: https://github.com/lfai/proposing-projects/blob/master/proposals/ml-exchange.adoc --Project Artwork: https://github.com/machine-learning-exchange/mlx

LICENSING

• [x] (Tech/ED) Project license exists and is OSI-approved
• [x] (Tech/ED) Proposed license inline with umbrella's IP Policy
• [x] (Tech/ED) Pre-intake FOSSology scan complete, shared with project, and no major incompatible licenses detected
• [x] (Tech/ED) Determine known components/dependencies not under compatible license

CONTRIBUTION

• [x] (Tech/ED) Deactivation of CLA/DCO in place and adopt GitHub's DCO at https://github.com/apps/dco
• [x] (Tech/ED) Share/Discuss Project Charter Template and Finalize with Project (update New Projects Onboarding with Legal Status Tracking)
• [x] (Tech/ED) Share/Discuss Account & Trademark Assignment Template and Finalize with Project ([update New Projects Onboarding with Legal Status Tracking]
• [x] (Tech/ED) Verify CII Badge (Silver) link and passing status --Passing: https://bestpractices.coreinfrastructure.org/pt-BR/projects/4862

PROJECT ASSETS

• [x] (Tech/ED) Logos confirmation // If logos exist post to GitHub Artwork repo and save in Project Logos in LF internal Google Drive folder
• [x] (Tech/ED) Domain name confirmation // n/a
• [x] (Tech/ED) Project website tracking // Transfer https://ml-exchange.org/ - IT-22359

TAC & GOVERNING BOARD REVIEW

• [x] (Tech/ED) Provide project proposal process/template to project sponsor (https://github.com/LFDLFoundation/proposing-projects/tree/master/proposal-process)
• [x] (Tech/ED) Confirm/Schedule presentation date during TAC meeting - Add to TAC Mtg Agenda Tracking
• [x] (Tech/ED) Review and confirm final proposal and presentation deck
• [x] (Tech/ED) Add project presentation to TAC agenda/deck and send to tac-general mail list with agenda info
• [x] (Tech/ED)Send project presentation and proposal to tac-private mail list with reminder on attendance and quorum requirements for voting members
• [x] (PM) Verify TAC minutes with project TAC vote results

INFRASTRUCTURE

• [x] (Tech/ED) Update proposal to show project accepted in GitHub Project List
• [x] (Tech/ED) Setup org in Github, add 'thelinuxfoundation' as an owner - Allows us to maintain continuity of GH ownership
• [x] (Tech/ED) Migrate code repository to new GH org
• [x] (Tech/ED) Add project to LF AI & Data Landscape and mark it as an LF AI & Data project

OPERATIONS

• [x] (PM) Post final technical charter to GH Project Charters repo and ensure it is saved in LF internal Projects Google Drive folder
• [x] (PM) Add project to Current Projects section on LF AI & Data wiki
• [x] (PM) Set up other misc collaboration agreed upon during proposal/acceptance, if any -- N/A
• [x] (PM) Set up project mail lists (announce, tsc, technical-discuss, security) under LF AI & Data Groups.io
• [x] (PM) Add initial project lead(s) to applicable mail lists (main, announce, events, tac, project mail lists, technical-projects)
• [x] (PM) Set project lead as moderator for mail lists as applicable for ongoing management
• [x] (PM) Add LF AI & Data marketing manager to project announce mail list as moderator for sending announcements
• [x] (PM) Send onboarding email with next steps info and resources - Includes Technical Getting Started Checklist
• [x] (PM) Set up project wiki space under LF AI wiki - Upon request only per onboarding email info provided to project --None requested
• [x] (PM) Create new tab for project in LF AI & Data Tracking to have project added to LFX Insights dashboard, then create ticket via Jira Service Desk for request --Jira completed: https://jira.linuxfoundation.org/plugins/servlet/theme/portal/4/SUPPORT-5383**
• [x] (PM) Request project to be added to [LFX Security (https://security.lfx.linuxfoundation.org/#/a0941000012Y73ZAAS/foundation-details) - Add on LFX Portal under 'Secure My Project' section (top right) --Ticket submitted by project lead
• [x] (PM)Share new project update w/Outreach Committee (Chair) to include in upcoming committee meeting
• [x] (PM) Include update on new project in upcoming GB meeting agenda
• [x] (PM) Update "LF AI & Data Getting Involved Guide" deck
• [x] (PM) Update "[LF AI & Data Overview] (https://docs.google.com/presentation/d/1SPUXnS89U8M7gIr_FM3_dzBMaabppHonLi2Kt-vIXf8/edit)" deck
• [x] (PM) Upload "LF AI Getting Involved Guide" and "LF AI Overview Deck" on LF AI & Data GH presentations repo

MARKETING

• [x] (PM) Update LF AI & Data Timeline with new project - Creative Services Jira ticket required (Ref LP- 6341) - Save updated file in internal LF AI & Data G Drive and on LF AI & Data GH --Jira completed: https://jira.linuxfoundation.org/browse/LP-7468

• [x] (PM) Build landing page on LF AI & Data website and add to All Projects section - Creative Services Jira ticket required (Ref LP-6711) --Jira completed: https://jira.linuxfoundation.org/browse/LP-7469

• [x] (Mktg) Coordinate announcement (press release or blog post) and social promotion with project company - Add to internal LF AI & Data PR/Comms tracker - Sandbox projects are announced via social followed by blog announcement on a quarterly basis

• [x] (Mktg) Follow project and member company on Twitter/LinkedIn from LF AI & Data accounts, if applicable

• [x] (Mktg) Publish announcement (Blog/PR+Social+Mail Lists) **--Will be included in Q2 New Sandbox Projects Blog (mid July 2021) --Twitter/LinkedIn post scheduled with initial welcome scheduled for 7/7/21.

• [x] (Mktg) Transfer social account domain ownership to LF AI & Data shared account use set up, if applicable - Projects retain ongoing management of accounts - Reference internal process documentation - Slack will need to be transferred --Sent info to project on alias created for future use, mlx-social LEGAL FOLLOW UP

• [x] (PM) Confirm ongoing license scanning is set up through Steve W. - Add to internal LF AI & Data tracker

• [x] (PM) Confirm export control filings are done through Steve W. for all projects via ticket at https://www.linuxfoundation.org/export/ + Planned through Software Freedom Law Center for Graduate level projects, add to internal LF AI & Data tracker --Added to tracking --Jira for legal pending: https://legaljira.linuxfoundation.org/servicedesk/customer/portal/1/LR-612**

• [x] (PM) Include all projects in Trademark Registrations review cycles - Graduate level projects addressed at start of each calendar year - Add to internal LF AI & Data tracker

[jzcardoso]

Project lead has not accepted invite for onboarding tracking -- Pending note for Animesh:

We are looking to include your LF AI & Data Foundation project in the LFX Security tool. As the project lead, please take a few minutes to submit the request for your project by visiting the LFX Security page, click on "Secure My Project" on the top right, and follow the prompts. The process takes only a few minutes and once it is approved it will be added along with the other LF AI & Data Foundation projects. Overtime if you want to add additional repos or for general questions you can always submit a ticket here.