Release Management RFP/2014/Mark y Markus LLC

Proposal
Mark Y Markus LLC (MyM) proposes its plan to continue and build upon the progress achieved in the first year to provide the third-party MediaWiki users with superior MediaWiki release management, support, and advocacy.

In the second year, we will focus on the organisation of a MediaWiki user group. With the community's help, in less than five years this user group will become an established and trusted organisation that is able to express the interest of its stakeholders to the Wikimedia Foundation.

This organisation will be a place for the exchange of ideas, a hub for development, and a source of information for third-party users. The organisation’s goal is to foster a healthy, respectful, interactive ecosystem where third-party MediaWiki users are involved in the development of MediaWiki.

Having established ourselves as the release management team for MediaWiki, we are confident that we can act as a channel of communication between the third-parties and the Foundation to accomplish the proposed plan.

Bottlenecks/Friction Points
Releasing the source code as free software is essentially providing a best practice tool to produce, share, and further the ability to share knowledge. It is in the interest of the Foundation and MediaWiki community to enable more users to run the software with adequate support and education for their own collaborative and knowledge-sharing purposes. This will help to ensure the long-term viability and sustainability of the software.

Third-party MediaWiki users rely on MediaWiki software to run in various environments, using extensions that the Foundation does not use. They have a wide spectrum of use cases, experience, technological skills, and resources. This user-base, however, lacks a community-recognized communication channel to transmit and advocate their concerns and issues to the Foundation core developers in an effective manner. Nor do they receive sufficient communication about the development of the software, and they lack a voice in it.

Currently, third-party features and development requests are collected. However, there is no cohesive effort to maintain an infrastructure that can be used to work towards these shared, but not Foundation-oriented, feature and development requests.

We will address these problems by building on our relationship with the community through our role as the MediaWiki Release Team to create a community-supported organisation. Our plans include the following: This third-party user group will provided a positive impact for the entire MediaWiki community. To illustrate, we offer two examples where our involvement has resulted in a resolution or progress on an issue that is primarily of interest to non-Foundation sites. Our goal is to facilitate communication, cooperation, and coordination between the Foundation and the universe of third-party users. SMW was included in the above examples because they have the largest independent developer community and the Foundation does not support the SMW extensions. Our work on the above mentioned issues demonstrates our ability to work with existing interests outside the Foundation. We hope to continue our advocacy and develop similar relationships through the planned user group.
 * Continue our work on the tarball releases.
 * Start an unincorporated user group to galvanize the third-party community and increase the momentum, critical mass, and broader community involvement.
 * Conduct an initial founding meeting at Wikimania 2014 in London.
 * Set up a communication structure to get interested parties working together within the user group.
 * Conduct a full environmental scan to identify the characteristics of our users and active developers to find ways to engage them.
 * Work on a third-party development roadmap.
 * Implement this roadmap, provided that there are enough people committed.
 * In the Redirect bug and the breakage that could have resulted for sites using Semantic MediaWiki, we were able to apply a fix within one week of notification of a bug report that had lingered for months in debate as a result of unclear communication.
 * In Zürich, we organized an impromptu discussion between the SMW-interested developers and Wikimedia staff to come to a consensus on Composer use within MediaWiki. This work is still in process, but the discussion at the Hackathon was critical to the future adoption of Composer.

The Foundation’s support for this work is essential and important. The next phase of our work also includes ensuring that the MediaWiki community has a diverse set of benefactors to support the MediaWiki maintenance into the future. Our plans are as follows:
 * Gain the rights to the use of the MediaWiki trademark to establish creditability.
 * Incorporate the user group after securing the rights to use the MediaWiki trademark. (Upon securing the rights to the trademark, the unincorporated user group will be incorporated.)
 * Establish the structure and means for the community to contribute with confidence.
 * Seek support and contributions from the corporate, NPOs, and individuals through traditional fundraising, social media, and crowdfunding.

Twelve Month Recap
Through the past twelve months, we have learned a lot from our experience with the Foundation and the third-party community to improve the MediaWiki software. Upon reflection and review, we acknowledge the accomplishments and the work that is still left to do – some things were easily accomplished while others were harder than we expected.

Our initial focus and short-term goals were to optimize the release process and establish a presence within the developer community. As we turn the corner to the second year, we will increase our attention to the long-term goals of understanding and defining the user needs and creating a user group.

We have maintained a six month cycle for major releases, introduced regular monthly point releases, increased efforts to reach out to the third-party users to communicate how changes in MediaWiki will affect them, and educate extension developers on the new features in MediaWiki. With two main releases per year cycle being the standard for the community, we plan to continue the predictable releases, outreach, and education by: Provided below are the short and long term goals identified as completed work, ongoing work, and work not yet started.
 * Improving the pre-release phase to resolve bugs and do all the backports before a release.
 * Coordinating the releases with MW core developers and extension developers.
 * Increasing our efforts to detect third-party bugs to communicate to MW core developers.
 * Refining the distribution format.

Completed work: Ongoing work:
 * Two major releases per year with the releases of MW1.22 and 1.23 (LTS) and monthly maintenance and security releases.
 * Continuous integration with the tarball production and testing is now a job in Jenkins.
 * Improve the test environment – There are automated tarball tests. The installer still needs automated testing. Not all the databases supported by MediaWiki are currently tested.
 * Packaging – we were involved the discussion about this, but we need to continue working with the Foundation's platform developers.
 * Work with extension developers – We had sessions in two SMW conferences, Wikimania and the Zurich Hackaton about these issues.
 * Relationship building – We are communicating with Open Source organisations such as the Mozilla team, and the Debian packagers; significant third-party wikis such as WikiApiary; enterprises such as ConocoPhillips, Microsoft, and Mitre.
 * Fundraising – work with vendors such as Microsoft to get funding to improve support for their products such as the Web Platform Installer package.
 * Improve the tarball – including SimpleAntiSpam and extension documentation in the installer.
 * Improve long-term extension management – Work with WikiApiary and a GSoC mentee to start a QA and user-rating process for extensions.
 * Organisational – Initial research on organisational developments.

Work not yet started: Crowd-fundraising (e.g. KickStarter) to support implementation of new skinning system. Crowd-funding will begin once we clear the use of the "MediaWiki" trademark.

Budget
Our regular billing rate is ~$125/hr. We will extend our discounted rate of $65/hr to the Foundation.

We estimate spending 42 hours a week, with 20 hours allotted to the technical work of making regular tarball releases and 22 hours for organising work to establish the user group. We estimate that additional costs related to organising will be $16,500.

We ask that the Foundation continue to pay for the technical work and additional costs and contribute to one half of the $68,640 cost to organise, for a total of $113,220. We will seek the remaining $34,320 of the organising costs from other sources through fundraising. This plan is flexible and allows for reduction of costs for reduction of services.

Request for Community Feedback
We would like to use this opportunity to request feedback:
 * What do you think about the monthly release cycle?
 * Are the announcements descriptive enough?
 * What further information would you like to see?
 * How do you think we can improve MediaWiki for third-party needs?
 * Would you like to be part of the user group?

About MyM, Mark, and Markus
Mark Y Markus (MyM) LLC is a partnership between NicheWork LLC and Hallo Welt! Medienwerkstatt GmbH, established in July 2013 and incorporated in the state of Pennsylvania.

MyM is the current MediaWiki Release Team operating under the direction of Mark A. Hershberger (NicheWork) and Markus Glaser (Hallo Welt!). The team provides a stable basis for the MediaWiki release management through a dynamic combination of complementary experiences focused around MediaWiki development. They have an established reputation as trusted professionals and collaborators who advocate for third-party users of MediaWiki.

MyM is currently mentoring Aditya Chaturvedi, a student at Indian Institute of Information Technology Allahabad in Allahabad, India as part of a mentorship program between Google Summer of Code 2014 and the Wikimedia Foundation. With Mark as the lead mentor and Markus as second, they guide Aditya in his endeavor to build a catalogue for MediaWiki extensions that integrates a user rating system to put on MediaWiki.org to help users identify and assess which extension fits a particular need.

More information about Mark Hershberger and Markus Glaser can be found in last year's proposal.