Episode 243: Elizabeth Barron, Luis Cañas-Diaz & Dawn Foster on CHAOSS Practitioner Guides

Sustain

Guests

Elizabeth Barron | Luis Cañas-Diaz | Dawn Foster

Panelist

Richard Littauer

Show Notes

In this episode of Sustain, host Richard Littauer is joined by three guests, Dawn Foster, Elizabeth Barron, and Luis Cañas Diaz, to discuss the CHAOSS Project's recent development of Practitioner Guides. The show delves into the purpose of these guides, which are designed to help open source projects interpret and utilize metrics to improve community health and sustainability. The guests explain the significance of metrics in open source projects, the challenges of defining and making them accessible, and how the guides can benefit different types of projects, from large corporations to individual developers. Topics covered include the background and format of the guides, specifics on the metrics discussed, and the practical applications and improvements these guides aim to facilitate. Go ahead and download this episode now!

[00:01:53] Dawn fills us in on the connections between the guests and their collective work on the CHAOSS Practitioner Guides.

[00:02:33] The conversation shifts to the specifics of the CHAOSS Project, highlighting the international community involvement and various working groups focusing on different aspects of open source projects like corporate OSPOs, university OSPOs, and diversity and equity initiatives.

[00:04:21] Luis describes the origin and work of Bitergia and its collaboration with CHAOSS Project, particularly in developing tools like Grimoire Lab.

[00:06:07] Richard turns the discussion to the CHAOSS Project’s Practitioner Guides, where Dawn discusses the purpose of the introduction guide in the series, designed to help users understand and apply metrics effectively across various open source contexts.

[00:09:48] There’s a discussion on the format of the guides, emphasizing their accessibility, ethical considerations in data handling, and how they’re designed to be adaptable to different needs. Luis highlights the need for CHAOSS and Bitergia projects to provide actionable insights rather than just more metrics.

[00:12:18] Elizabeth and Dawn explain the broader goal of the guides to not only provide metrics but also helps users interpret and apply these to drive tangible improvements in open source projects.

[00:13:44] We learn about the target audience for the guides and how they cater to both large organizational structures (OSPOs) and individual project maintainers.

[00:15:04] Dawn explains what the Contributor Sustainability Guide focuses on, emphasizing strategies for sustainable contribution and community involvement in open source projects.

[00:16:42] The discussion centers on renaming the “bus factor” metric to “contributor absence factor” to avoid the negative connotations of the original term, Luis emphasizes the relevance of metrics, particularly in small projects, and Dawn explains that the guides focus on a few key metrics per guide, chosen for their ease of understanding and minimal requirement for data collection.

[00:20:47] Richard inquires about the effectiveness of metrics in identifying if a project is on the wrong path, prompting a discussion on the goals of a project and how metrics align with those metrics. Elizabeth and Dawn stress the importance of aligning metrics with project goals and involving project contributors in discussions about what metrics are most relevant.

[00:23:26] The discussion continues with considerations on how metrics should supplement, not replace, expert judgement and involvement in project management. Elizabeth and Richard discuss the potential for projects to start with community growth in mind and the challenges in measuring and guiding such growth.

[00:27:07] The conversation switches to the remaining guides not yet covered, with Richard asking about the guides on Responsiveness and Organizational Participation. Dawn explains the Responsiveness guide, with its focus on key metrics like time to first response, time to close, and change request closure ratio. Elizabeth and Luis share why this is one of their favorite guides.

[00:32:12] We hear about the broader applicability of the guides. Richard questions if the guides are only for corporate-driven projects or if they can serve more relaxed open source environments. Dawn and Luis emphasize that the guides are valuable for a variety of stakeholders, including foundations and volunteers.

[00:33:49] Find out where you can look at the Practitioner Guides online.

Quotes

[00:06:34] “At the CHAOSS Project we have a whole bunch of metrics, and we have tools or software that help you gather those metrics.”

[00:06:56] “There is no one-size-fits-all approach to interpreting metrics.”

[00:14:00] “A lot of these guides were designed with OSPOs in mind. They’re all useful to anyone who’s managing a project.”

[00:18:45] “For metrics, the bigger the project, the more useful they are.”

Spotlight

• [00:34:43] Richard’s spotlight is Johnny Wilson, an eBird reviewer.
• [00:35:23] Elizabeth’s spotlight is a project called Clocker.
• [00:36:19] Dawn’s spotlight is Nadia Eghbal’s book, _Working in Public: The Making and Maintenance of Open Source Software, _and her paper, “Roads and Bridges: The Unseen Labor Behind Our Digital Infrastructure.”
• [00:37:18] Luis’s spotlight is Moodle, the OSS learning platform.

Links

• SustainOSS
• SustainOSS Discourse
• [e-mail]
• SustainOSS Mastodon
• Open Collective-SustainOSS (Contribute)
• Richard Littauer Socials
• Elizabeth Barron Website
• Elizabeth Barron LinkedIn
• Luis Cañas-Diaz Website
• Luis Cañas-Diaz LinkedIn
• Dawn Foster Website
• Dawn Foster LinkedIn
• CHAOSS
• CHAOSS slack
• CHAOSS Practitioner Guides
• Johnny Wilson-Ventures Birding Tours
• Clocker
• Working in Public: The Making and Maintenance of Open Source Software by Nadia Eghbal
• “Roads and Bridges: The Unseen Labor Behind Our Digital Infrastructure” by Nadia Eghbal
• Nadia Asparouhova (Eghbal) Website
• Moodle
• Sustain Podcast featuring Nadia Eghbal

Credits

• Produced by Richard Littauer
• Edited by Paul M. Bahr at Peachtree Sound
• Show notes by DeAnn Bahr Peachtree Sound

Special Guests: Dawn Foster, Elizabeth Barron, and Luis Cañas Diaz.

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