Onboarding Tracker for docling Incubation Project

[NSouthernLF]

The following tasks are required to complete onboarding for an Incubation 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): International Business Machines, Inc.
--Project Sponsor Contact: Peter Staar taa@zurich.ibm.com
--Technical Contact: Peter Staar taa@zurich.ibm.com
--Legal Contact:
--Project License: MIT License
--Project Presentation:
--Project Artwork:
--TAC Sponsor:
--TAC Approval Date:

FORMATION/LF ONBOARDING

• (PM) Enter the Project formation request into PCC
• (Tech) Follow all Formation instructions provided by the legal team
• (PM) Set GitHub Org on PCC record
• (PM) Have the community GitHub admin add “thelinuxfoundation” (all one word, no quotes) as an owner in GitHub. GitHub instructions are here.
• (PM) Transfer any domains and update the website footer to reflect Series LLC identify. Not applicable. No domain at present.
  Add .svg logo to PCC record
• (Tech/ED) Migrate code repository to new GH org
• (PM) DCO: Turn on the GitHub Probot tool at https://probot.github.io/
• (PM) CLA: Set up EasyCLA via PCC Feedback Agreement: use EasyCLA and load the FA as if it were a CLA. Not applicable

CONTRIBUTION

• (Tech/ED) Verify OpenSSF Best Practices Badge (Silver) ticket has been started + add ticket to this issue for reference -Project will be responsible for ensuring completion as per hosted project requirements

PROJECT ASSETS

• (Tech/ED) Logos confirmation // If no logo exists, request creation via Creative Services Asana ticket (All versions required: horizontal, vertical, icon in black/white/color in PNG and SVG)
• (Tech/ED) Post project logos to GitHub Artwork repo and save in Project Logos in LF internal Google Drive folder

OPERATIONS, PART I

• (PM) Review latest PMO onboarding best practices in Confluence and update the template and tracking list as needed
• (PM) Add project technical lead contact info (name/email) to internal tracking
• (PM) Post final technical charter to GH Project Charters repo and ensure it is saved in LF internal Projects Google Drive folder
• (PM) Add project to LFX Onboarding tab of LF AI & Data PM Tracking spreadsheet - fill out all columns (https://docs.google.com/spreadsheets/d/1cJ-rRNaklYGu_JyvQwBUwRJWXlIDA0VkGG7Hcyw-h00/edit#gid=2061542378)
• (PM) Set up project in LFX Insights by adding project repo name to Source Control under Development and then adding connection in LFX Insights under LFX Tools
• (PM) Set up project in LFX Security by ensuring that the security bot is installed in project GitHub repo, once that is confirmed, add connect the repo in LFX Security
• (PM) Verify project is added to Project Website Access tracking + verify all information is added per details under "Project Assets" section in this issue Not applicable. No website at this time
• (PM) 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 No social media accounts on 4/8
• (PM) Form the Technical Steering Committee (TSC)

TAC REVIEW AND VOTE

• (PM) Help coordinate initial kickoff TSC/project meeting, if needed (TAC sponsor should be involved)
• (Tech/ED) Provide project proposal process/template to project sponsor (https://github.com/LFDLFoundation/proposing-projects/tree/master/proposal-process)
• (Tech/ED) Confirm/Schedule presentation date during TAC meeting - Add to TAC Mtg Agenda Tracking
• (Tech/ED) Review and confirm final proposal and presentation deck
• (Tech/ED) Add project presentation to TAC agenda/deck and send to tac-general mail list with agenda info
• (Tech/ED) Send project presentation and proposal to tac-private mail list with reminder on attendance and quorum requirements for voting members
• (PM) Verify TAC minutes with project TAC vote results
• Email formation to have them remove the project from LF Projects, LLC in PCC and put it under the LF AI & Data Umbrella

LICENSING

• (Tech/ED) Pre-intake FOSSology scan complete, shared with project, and no major incompatible licenses detected
• (Tech/ED) Determine known components/dependencies not under compatible license

LEGAL FOLLOW UP

• (PM) Confirm ongoing license scanning is set up through legal - Add to internal LF AI & Data tracker
• (PM) Confirm Export Control Notice (ECN) filings are completed through legal via ticket at https://jira.linuxfoundation.org/plugins/servlet/desk/portal/2 (trademark/contribution agreement + website needed for filing request via Legal Jira ticket ) + Add to internal LF AI & Data tracker for future scans planned through Software Freedom Law Center for Graduate level projects Not applicable - project has no website.
• (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

OPERATIONS, PART II

• (PM) Set up project mail lists (announce, tsc, technical-discuss, security) under LF AI & Data Groups.io
• (PM) Add initial project lead(s) to applicable mail lists (main, announce, events, tac-general, project mail lists, technical-projects)
• (PM) Set project lead as moderator for mail lists as applicable for ongoing management
• (PM) Add LF AI & Data marketing manager to project announce mail list as moderator for sending announcements
• (PM) Ask project what other programs or services - particularly paid programs or services - they are using to sustain the project. Make sure project team has the resources to continue these programs or services, and is aware that LF AI cannot assume these costs.
• (PM) Set up project to utilize LFX Meetings as applicable/upon request
• (PM) Set up project wiki space under LF AI wiki - Upon request only per onboarding email info provided to project
• (PM) Send onboarding email with next steps info and resources - Includes Technical Getting Started Checklist
• (Tech/ED) Add project to LF AI & Data Landscape and mark it as an LF AI & Data project
• (Tech/ED) Domain name confirmation // If no domain is registered, then one is to be purchased // If one exists, it must be transferred using https://jira.linuxfoundation.org/servicedesk/customer/kb/view/28485232 // Reference: https://confluence.linuxfoundation.org/display/LID/Domain+Registration+and+Transfers Not applicable - project has no website
• (Tech/ED) Project website confirmation // If no website exists (as noted above), request a new website creation via Creative Services Asana ticket (Include request for project lead to be added as authorized user for Word Press for future website updates, requires -name/email of authorized user) Not applicable - project has no website
• (Tech/ED) Project website tracking // Add link and name/email of authorized user for website to LF internal tracking Not applicable - project has no website
• (PM) Include project .svg logo in Project Definition section of PCC.

MARKETING

• (PM) Share new project update w/Outreach Committee (Chair) to include in upcoming committee meeting
• (PM) Include update on new project in upcoming GB meeting agenda
• (PM) Update LF AI & Data Timeline with new project - Creative Services Asana ticket required (Reference) - Save updated file in internal LF AI & Data G Drive and on LF AI & Data GH
• (PM) Build landing page on LF AI & Data website and add to All Projects section - Creative Services Asana ticket required (Reference)
• (Mktg) Coordinate announcement (press release or blog post) and social promotion with project company - Add to internal LF AI & Data PR/Comms tracker
• (Mktg) Add project spotlight for future publishing in internal LF AI & Data PR/Comms tracker
• (Mktg) Publish announcement (Blog/PR+Social+Mail Lists)

[NSouthernLF]

@jeffcshapiro this is the second of three new LF AI & Data projects that needs intake/foss scans etc. When you get the opportunity. The TAC has accepted this one. Thanks again.

[jeffcshapiro]

@NSouthernLF I have several projects in queue, I can do these intake scans in the next couple of weeks - if there is anything more urgent let me know and I will see if I can expedite the scans.

[jeffcshapiro]

Intake scan report sent