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Technology

This section of the toolkit is focused on activities that will help you with establishing, stabilizing, and evolving sustainable technology for your program. It is designed to help you structure discussions and gain consensus about next steps for sustainable technology for your OSS program. It is not a toolkit for day-to-day software development.


Definition: The core of each program supported by It Takes a Village is open-source software or systems serving cultural and scientific 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.


Instructions

Brand new to It Takes a Village in Practice? Check out our Getting Started Resources before jumping in! 

Review the activities and goals below to select ones you want to use for sustainability planning. These activities are designed to help you move from one phase to the next and can be used in any order. You can use any or all of them. Suggested persona pathways are outlined at bottom of page, but it is not expected that programs would do all activities.    

These activities are currently available for beta testing.   As you use them, the ITAViP Co Directors are eager for feedback via ITAV@lyrasis.org

Some beta testers have kindly provided samples of their work with activities. Those are available below as available.


Phase 1: Laying the Groundwork

Phase 1 Objectives include: Understand Core Community Needs, 

1. Catastrophizing

Goals: 

Note: This activity is valuable for any phase.

DOCPDF

2. Checklist of Governance Elements

Goals: 

DOCPDF

3. Understanding Governance Models and Process Impact

Goal: 

DOCPDF

4. Structure: How Much Works Best for Your Program Now

Goal: 

DOCPDF

5. Selecting a Governance Model that Fits Your Program Needs

Goal: 

DOCPDF

6. Articulating the Case for Change

Goals: 

DOCPDF

7. Evaluate Communication Campaign Feedback

Goal:

DOCPDF


Phase 2: Expanding and Integrating

Phase 2 Objectives include: Engage the Community, Grow Thoughtfully, and Consider Integration over New Development

8.

Goals: 

DOCPDF

9. 

Goals:

DOCPDF

10. 

Goals: 

DOC 

PDF 

11. 

Goals: 

DOCPDF

12. 

Goals: 

DOCPDF

13. 

Goals: 

DOCPDF


Phase 3: Preparing for Change

Phase 3 Objectives include: Reassess Community Needs, Plan for Evolution, and Document an Exit Strategy

14.Goals:DOCPDF
15.Goals:DOC

16.

Goals:

DOCPDF

17. 

Goals:

DOCPDF

18.     

Goals:

DOCPDF

19. 

Goals:

DOC

PDF

20.

Goal: 

DOCPDF
  


Suggested Pathways

You can use any of the activities in any order but we have designed some suggested pathways based on a few personas: 

    • Post Grant: 
    • Newbies:
    • Major changes:


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