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  1. If you haven’t already, please review the pertinent parts of the ITAV Guidebook.
    1. Introductory materials, pp. 5-10
    2. Community Engagement section, pp. 32-36
  2. Next, identify what phase your program is in; see What Phase Is Your Program below for details.
  3. Then, review the activities for Phases 1, 2, or 3.
    1. Community Engagement Activity Table of Contents - (once ready)
  4. Decide which activities your program would like to test. Typically your program will select activities from within your phase, but you are welcome to test activities from other phases if they sound pertinent.
    1. Identify someone to serve as facilitator for each activity
    2. Determine whether you will complete the activity virtuallyor in person
    3. Download the instructions for local use, or copy the Google doc if you would like to collaborate with others online. 
  5. Determine a timeline for conducting the activities. The Community Engagement beta testing period runs from dateSept,1 2021 through dateSept 30, 2021.
  6. Complete the activities and fill out the preliminary evaluation sheet by the deadline provided.
    1. Word version attached
    2. Google Doc version at this link
  7. Fill out the full beta testing evaluation instrument by the deadline provided (will be sent after date 2021later in September2021).



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titleWhat Phase Is Your Program?

What Phase Is Your Program?

For each facet, give your program a score from 1-10 based on your knowledge of your program’s strengths and weaknesses in that area. Scores between 0-3 will align most closely with Phase I, between 4-7 with Phase II, and 8-10 with Phase III.

Follow along on the wiki to select your phase, or download the worksheet. 

Facet: Technology

The core of each program is an open source software application serving cultural heritage organizations. There are parallels with proprietary software development processes, but working within the open source world brings its own challenges around community, resources, and governance that affect the software development process.

  • Phase 1, Laying the Groundwork: Programs are in the design, pre-release, or early beta-testing phase of software development. Programs may have no users, or a core of committed early adopters. May have both technical and resource challenges.
  • Phase 2, Expanding and Integrating: Programs have had more than one public release, developed a formal release process, and the application is being used in production. 
  • Phase 3, Preparing for Change: Applications are in production, well-adopted, and well-supported. Design and development is stable, and programs are generally looking to the next generation of the application. The application may be nearing the end of its useful life.


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