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I've reviewed the discussion on the list and we've discussed it within
the IESG. Though there has been some disagreement on this list on
whether a focused WG like ICAR is a good idea and whether we should
wait till the big picture changes are more apparent, we still would
like to go ahead with WG formation.

I will send the proposed charter for ICAR in my next message. Please
do read and express your opinion on the list or send a message to me
unicast, even if it is something like "yes, looks good".

Regarding a "bigger picture" group that several people suggested.
Harald is creating a mailing list for a coordination group, which will
include at least WG chairs of relevant WGs and involved IESG members.
More info from Harald later.

Alex


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Subject: [Icar] ICAR draft charter
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Folks-

Draft charter below. Please read. I'd like to hear from as many people
as possible.

Thanks.

-- 
Alex


   WG name: improved cross-area review (icar)

   Chairs: <TBD>

   General Area Director(s):
    Harald Alvestrand <harald@alvestrand.no>

   General Area Advisor:
    Harald Alvestrand <harald@alvestrand.no>
   
   Mailing list: icar@ietf.org
   Subscription: icar-request@ietf.org
   Archives : 
   https://www1.ietf.org/mail-archive/working-groups/icar/current/maillist.html

   WG Description:

     Work out mechanisms for improved cross-functional review within
     the IETF. This includes a better community review, as well as
     more structured (formal and role-based) pre-IESG review that may
     be used to improve scalability of the IESG review function. It is
     an explicit goal of the WG to come up with mechanisms encouraging
     earlier review of the documents. An early review is best for
     catching architectural problems while they're still relatively
     easy to solve. In particular, many cross-area interactions can be
     spotted and dealt with, thus avoiding many "late surprises". A
     final review can catch remaining cross-area interactions, as well
     as deal with overall quality issues.
     
     The WG will cooperate with others in starting and evaluating
     experiments with both early reviews and structured reviews. The
     evaluation of such experiments may be published as Informational
     RFCs if the group so desires.

     The WG will also coordinate with other WGs on proposed changes to
     the IETF Working Group operations and Standards process if those
     are considered necessary.

   WG milestones:

     FEB 2004: Submit -00 draft on improved community review
     FEB 2004: Submit -00 draft on improved structured review
     SEP 2004: Submit draft on improved community review to
               the IESG for publication as BCP
     SEP 2004: Submit draft on improved structured community review to
               the IESG for publication as BCP
     SEP 2005: Evaluate WG progress and potential; close or recharter


_______________________________________________
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Icar@ietf.org
https://www1.ietf.org/mailman/listinfo/icar



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From: Alex Rousskov <rousskov@measurement-factory.com>
To: Alex Zinin <zinin@psg.com>
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Subject: Re: [Icar] ICAR draft charter
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Alex,

	The revised charter does not address many comments about the
first version of the charter. What do you want us to do:

	- assume that all unaddressed comments were heard
	  and left unaddressed intentionally by the people
	  who know better;

	- assume that all unaddressed comments were missed
	  by mistake and should be repeated again by people
	  who have nothing better to do than to dig through
	  old postings and repeat old comments;

	- something else?

Please advice.

Also, unrelated to the above, do the proposed milestones meet Dave
Crocker's "usefulness" criteria? Should they?

Thanks,

Alex.


On Wed, 7 Jan 2004, Alex Zinin wrote:

> Folks-
>
> Draft charter below. Please read. I'd like to hear from as many people
> as possible.
>
> Thanks.
>
> --
> Alex
>
>
>    WG name: improved cross-area review (icar)
>
>    Chairs: <TBD>
>
>    General Area Director(s):
>     Harald Alvestrand <harald@alvestrand.no>
>
>    General Area Advisor:
>     Harald Alvestrand <harald@alvestrand.no>
>
>    Mailing list: icar@ietf.org
>    Subscription: icar-request@ietf.org
>    Archives :
>    https://www1.ietf.org/mail-archive/working-groups/icar/current/maillist.html
>
>    WG Description:
>
>      Work out mechanisms for improved cross-functional review within
>      the IETF. This includes a better community review, as well as
>      more structured (formal and role-based) pre-IESG review that may
>      be used to improve scalability of the IESG review function. It is
>      an explicit goal of the WG to come up with mechanisms encouraging
>      earlier review of the documents. An early review is best for
>      catching architectural problems while they're still relatively
>      easy to solve. In particular, many cross-area interactions can be
>      spotted and dealt with, thus avoiding many "late surprises". A
>      final review can catch remaining cross-area interactions, as well
>      as deal with overall quality issues.
>
>      The WG will cooperate with others in starting and evaluating
>      experiments with both early reviews and structured reviews. The
>      evaluation of such experiments may be published as Informational
>      RFCs if the group so desires.
>
>      The WG will also coordinate with other WGs on proposed changes to
>      the IETF Working Group operations and Standards process if those
>      are considered necessary.
>
>    WG milestones:
>
>      FEB 2004: Submit -00 draft on improved community review
>      FEB 2004: Submit -00 draft on improved structured review
>      SEP 2004: Submit draft on improved community review to
>                the IESG for publication as BCP
>      SEP 2004: Submit draft on improved structured community review to
>                the IESG for publication as BCP
>      SEP 2005: Evaluate WG progress and potential; close or recharter
>
>
> _______________________________________________
> Icar mailing list
> Icar@ietf.org
> https://www1.ietf.org/mailman/listinfo/icar
>

_______________________________________________
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Subject: Re: [Icar] ICAR draft charter
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I prefer the new, terser version.  There's still some material
in it that could be clearer, though.  You use a lot of different
terms to describe various kinds of reviews and it's not always
obvious what you mean by them.  I think it would be useful to
consolidate where possible and then define each of the terms and
what their relationship is (I assume that some are classes of
cross-area review, but I don't know that).  Similarly, you say
that the wg will cooperate with "others," but I don't know who
"others" means.  Also, have we decided to use a wg process to
make broader changes to IETF structure and processes?  The last
paragraph may need to change as the superstructure is defined
more clearly by the IESG.

So, I like the new version but think it could benefit from more
terminological clarity.

Melinda


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Alex,

> Alex,

>         The revised charter does not address many comments about the
> first version of the charter. What do you want us to do:

>         - assume that all unaddressed comments were heard
>           and left unaddressed intentionally by the people
>           who know better;

>         - assume that all unaddressed comments were missed
>           by mistake and should be repeated again by people
>           who have nothing better to do than to dig through
>           old postings and repeat old comments;

>         - something else?

I did read your comments and some of them were addressed, some
weren't. See below:

> a) The scope of the WG is unclear or wrong. "Cross-area" scope is too
>    narrow (assuming formal IETF areas are implied). "Cross-functional"
>    scope is undefined in the proposed charter. It is not clear
>    whether "cross-functional" predicate eliminates something useful.

"cross-functional" seems to be quite self-explanatory to me and
adding a vocabulary to the charter would be too much, I think.
If you have a wording suggestion, please send the text.

> b) The playing space for the WG is undefined: it is not clear whether
>    the WG is allowed to propose changes to core IETF processes, rules,
>    and roles and, if yes, which processes/rules/roles are in change
>    scope.

The charter says:

     The WG will also coordinate with other WGs on proposed changes to
     the IETF Working Group operations and Standards process if those
     are considered necessary.

> c) The charter assumes that "IESG review function" remains mostly
>    unchanged. There is currently no IETF consensus whether that
>    function needs to change, IMO. Even some of the quoted drafts
>    seem to imply significant changes to IESG review function.

I don't see how I could address this comment. Since there's no
consensus on this issue, we can't say the WG will change the IESG
review function. However, in the process of discussion, the WG may
very well reach consensus that such change is a good idea and it may
recommend a certain process change.

> d) The implied difference between "peer" and "structural" is unclear
>    to me. Define and contrast both terms better since your milestones
>    depend on the difference. Furthermore, an a priory assumption of
>    separation between "peer" and "structural"  review may hinder WG
>    creativity.

I changed the text to say:

              This includes a better community review, as well as
                                     ^^^^^^^^^^^^^^^^
     more structured (formal and role-based) pre-IESG review that may
          ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
     be used to improve scalability of the IESG review function.

If you have a suggestion that would improve the text, please
send your wording.

> Please advice.

> Also, unrelated to the above, do the proposed milestones meet Dave
> Crocker's "usefulness" criteria? Should they?

If you have a problem with the milestones, please explain what it is
and how you believe it should be fixed.

Thank you.

Alex


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On Wed, 7 Jan 2004, Alex Zinin wrote:

> > a) The scope of the WG is unclear or wrong. "Cross-area" scope is too
> >    narrow (assuming formal IETF areas are implied). "Cross-functional"
> >    scope is undefined in the proposed charter. It is not clear
> >    whether "cross-functional" predicate eliminates something useful.
>
> "cross-functional" seems to be quite self-explanatory to me and
> adding a vocabulary to the charter would be too much, I think. If
> you have a wording suggestion, please send the text.

Cross-functional is not self-explanatory to me. I cannot send the text
since I do not know what you mean by cross-functional. I do not see
why adding a definition of the primary scoping term to the charter is
"too much", especially if the definition is clear/obvious to you.

> > b) The playing space for the WG is undefined: it is not clear whether
> >    the WG is allowed to propose changes to core IETF processes, rules,
> >    and roles and, if yes, which processes/rules/roles are in change
> >    scope.
>
> The charter says:
>
>      The WG will also coordinate with other WGs on proposed changes to
>      the IETF Working Group operations and Standards process if those
>      are considered necessary.

The above does not clarify the scope. It is not clear whether the WG
is allowed to propose changes that alter core IETF processes,
especially if those processes affect things other than just
cross-functional review. We must be explicit about what changes, of
any are "allowed" or are in the work scope. Coordination with other
WGs is fine, but does not define the scope.

For example, is it in scope of this WG to discuss enforcement of
review rules, such as that all comments must be recorded and addressed
or that coverage criteria must be satisfied? Is it in scope of this WG
to discuss IETF document management system and propose changes that
affect areas other than review (e.g., registration of IETF
participants to access the system)? Is it in scope of this WG to
discuss whether WG chairs can and should say "no" to already reviewed
drafts if their own review contradicts others opinions? Etc.

These are just random examples to illustrate the scoping problem.
Addressing each example in isolation does not address the problem.

> > c) The charter assumes that "IESG review function" remains mostly
> >    unchanged. There is currently no IETF consensus whether that
> >    function needs to change, IMO. Even some of the quoted drafts
> >    seem to imply significant changes to IESG review function.
>
> I don't see how I could address this comment. Since there's no
> consensus on this issue, we can't say the WG will change the IESG
> review function. However, in the process of discussion, the WG may
> very well reach consensus that such change is a good idea and it may
> recommend a certain process change.

This needs to be documented explicitly. For example, "The WG is to
evaluate IESG review function and propose IESG role and process
changes as and if necessary". Or, alternatively, "The WG must operate
under the assumption that the current IESG review function and role
are not going to change much. Any changes to IESG functions and roles
are, hence, out of the WG scope."

> > d) The implied difference between "peer" and "structural" is unclear
> >    to me. Define and contrast both terms better since your milestones
> >    depend on the difference. Furthermore, an a priory assumption of
> >    separation between "peer" and "structural"  review may hinder WG
> >    creativity.
>
> I changed the text to say:
>
>               This includes a better community review, as well as
>                                      ^^^^^^^^^^^^^^^^
>      more structured (formal and role-based) pre-IESG review that may
>           ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
>      be used to improve scalability of the IESG review function.

I still do not know exactly what the difference is and why the two
are a priori separated from each other.

> If you have a suggestion that would improve the text, please
> send your wording.

Since I am unsure of the intent, it is difficult for me to
suggest specific improvements. Said that, you can consider
replacing
     Submit -00 draft on improved community review
     Submit -00 draft on improved structured review
with
     Submit -00 draft(s) on improved IETF review

> > Also, unrelated to the above, do the proposed milestones meet Dave
> > Crocker's "usefulness" criteria? Should they?
>
> If you have a problem with the milestones, please explain what it is
> and how you believe it should be fixed.

The above questions are not an implication of a problem, but an
invitation to other IETFers to discuss whether we are eating our own
dog food with this charter. I hope that, for example, Dave can review
the deadlines and indicate whether they satisfy his usefulness
criteria.

Alex.

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From: "Joel M. Halpern" <joel@stevecrocker.com>
Subject: Re: [Icar] ICAR draft charter
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Looking at the milestones, I actually hope that we will have several drafts 
on review for consideration by the working group in February.  I would not 
expect to see working group consensus on a single starting point.  I also 
would not be surprised if some drafts cover both community and structured 
review.

Hence, I would suggest that the first two milestones be combined into:
     FEB 2004: at least two drafts on improved review covering community 
and structured reviews.

Yours,
Joel

At 12:25 PM 1/7/2004 -0800, Alex Zinin wrote:
>Folks-
>
>Draft charter below. Please read. I'd like to hear from as many people
>as possible.
>
>Thanks.
>
>--
>Alex
>
>    WG name: improved cross-area review (icar)
>
>    WG milestones:
>
>      FEB 2004: Submit -00 draft on improved community review
>      FEB 2004: Submit -00 draft on improved structured review
>      SEP 2004: Submit draft on improved community review to
>                the IESG for publication as BCP
>      SEP 2004: Submit draft on improved structured community review to
>                the IESG for publication as BCP
>      SEP 2005: Evaluate WG progress and potential; close or recharter
>
>
>_______________________________________________
>Icar mailing list
>Icar@ietf.org
>https://www1.ietf.org/mailman/listinfo/icar


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Subject: RE: [Icar] ICAR draft charter
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Alex,

I like this approach. =20

I think you might be able to clarify the first paragraph a little
bit.  As I understand it, you are actually focusing on two
separate (and probably separable) issues with separate drafts.
I had a bit of a problem understanding what kinds of things might
be included in each of the drafts.  I believe it would help
if you were a bit more explicit about the expected scope of
each.  As an example, I could make up several different
scopes for a document considering "community review".
I would suggest you make the scope of the WG more explicit
by modifying the first paragraph to read something like the
following:  (note that I am only guessing about your intent
with the words "community review" and "structured review" and I
may be completely wrong, so your wording for each might be
completely different).

  WG Description:

	Develop mechanisms for improved cross-functional review within
	the IETF.  It is an explicit goal of the WG to come up with
	mechanisms encouraging earlier and better review of documents.
	[Should this apply to all drafts, or just standards track
technical
	drafts?]
	An early review is best for catching architectural problems
while
	they are relatively easy to solve.  It is an explicit goal
	of the WG to assure that the review process brings in=20
	cross-area expertise to spot possible unforeseen interactions
and
	improve overall document quality.  Two documents are expected
	to be created:

	1)  Community Review Guidelines:
		Mechanisms and techniques to solicit early=20
		cross-functional review, which may include:
		a)  Guidelines for selecting time of reviews.
		b)  Guidelines for selecting and soliciting
			review from cross-functional experts.
		c)  Other material relevant to this scope.

	2)  Structured Review Guidelines:
		Mechanisms and techniques to solicit and record
		meaningful review of documents, which may include:
		a)  Guidelines for notifying potential reviewers
			of review requirement
		b)  Guidelines for assuring reviewer participation
		c)  Guidelines for accumulating review issues
		d)  Guidelines for responding to review issues
		e)  Guidelines for measuring and achieving consensus
		f)  Other material relevant to this scope.

>    WG Description:
>=20
>      Work out mechanisms for improved cross-functional review within
>      the IETF. This includes a better community review, as well as
>      more structured (formal and role-based) pre-IESG review that may
>      be used to improve scalability of the IESG review function. It is
>      an explicit goal of the WG to come up with mechanisms encouraging
>      earlier review of the documents. An early review is best for
>      catching architectural problems while they're still relatively
>      easy to solve. In particular, many cross-area interactions can be
>      spotted and dealt with, thus avoiding many "late surprises". A
>      final review can catch remaining cross-area interactions, as well
>      as deal with overall quality issues.

_______________________________________________
Icar mailing list
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https://www1.ietf.org/mailman/listinfo/icar



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Subject: RE: [Icar] ICAR draft charter
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As I thought about this, there is one other thing that
should be addressed.  It seems to me to be important to include
at least the obvious liaison requirements explicitly in
the charter.  Certainly, the "problem" working group's results=20
should be explicitly included as inputs to the working group.
There may be others that I am not aware of that should
also be included.  If we leave out these known liaison activities,
we run the risk of replicating already completed work (and
even coming out with conflicting conclusions).

I would propose that the last paragraph of the WG
description be extended as follows:

	The WG will also coordinate with other WGs on proposed changes
to
	the IETF Working Group operations and Standards process if those
      are considered necessary.  The working group will, as part of
	its charter, address the relevant parts of the "problem" working
	group's results.

Bob Snively
+1 408 333 8135

> -----Original Message-----
> From: Alex Zinin [mailto:zinin@psg.com]
> Sent: Wednesday, January 07, 2004 12:25 PM
> To: icar@ietf.org
> Subject: [Icar] ICAR draft charter
>=20
>=20
> Folks-
>=20
> Draft charter below. Please read. I'd like to hear from as many people
> as possible.
>=20
> Thanks.
>=20
> --=20
> Alex
>=20
>=20
>    WG name: improved cross-area review (icar)
>=20
>    Chairs: <TBD>
>=20
>    General Area Director(s):
>     Harald Alvestrand <harald@alvestrand.no>
>=20
>    General Area Advisor:
>     Harald Alvestrand <harald@alvestrand.no>
>   =20
>    Mailing list: icar@ietf.org
>    Subscription: icar-request@ietf.org
>    Archives :=20
>   =20
> https://www1.ietf.org/mail-archive/working-groups/icar/current
> /maillist.html
>=20
>    WG Description:
>=20
>      Work out mechanisms for improved cross-functional review within
>      the IETF. This includes a better community review, as well as
>      more structured (formal and role-based) pre-IESG review that may
>      be used to improve scalability of the IESG review function. It is
>      an explicit goal of the WG to come up with mechanisms encouraging
>      earlier review of the documents. An early review is best for
>      catching architectural problems while they're still relatively
>      easy to solve. In particular, many cross-area interactions can be
>      spotted and dealt with, thus avoiding many "late surprises". A
>      final review can catch remaining cross-area interactions, as well
>      as deal with overall quality issues.
>     =20
>      The WG will cooperate with others in starting and evaluating
>      experiments with both early reviews and structured reviews. The
>      evaluation of such experiments may be published as Informational
>      RFCs if the group so desires.
>=20
>      The WG will also coordinate with other WGs on proposed changes to
>      the IETF Working Group operations and Standards process if those
>      are considered necessary.
>=20
>    WG milestones:
>=20
>      FEB 2004: Submit -00 draft on improved community review
>      FEB 2004: Submit -00 draft on improved structured review
>      SEP 2004: Submit draft on improved community review to
>                the IESG for publication as BCP
>      SEP 2004: Submit draft on improved structured community review to
>                the IESG for publication as BCP
>      SEP 2005: Evaluate WG progress and potential; close or recharter
>=20
>=20
> _______________________________________________
> Icar mailing list
> Icar@ietf.org
> https://www1.ietf.org/mailman/listinfo/icar
>=20
>=20

_______________________________________________
Icar mailing list
Icar@ietf.org
https://www1.ietf.org/mailman/listinfo/icar



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Melinda, Alex, Joel, Robert-

I will post an updated charter in the next message, inline
answers below.

Wednesday, January 7, 2004, 1:41:02 PM, Melinda Shore wrote:
> I prefer the new, terser version.  There's still some material
> in it that could be clearer, though.  You use a lot of different
> terms to describe various kinds of reviews and it's not always
> obvious what you mean by them.  I think it would be useful to
> consolidate where possible and then define each of the terms and
> what their relationship is (I assume that some are classes of
> cross-area review, but I don't know that).

I changed the text to say "cross-functional" everywhere, leaving
cross-area only in the title, mainly because of the acronym.
My personal interpretation of the difference between the two is
that cross-functional includes cross-area and cross-WG within
an area.

I also included definitons in the beginning of the charter.

> Similarly, you say
> that the wg will cooperate with "others," but I don't know who
> "others" means.

I think we should leave this open, since those "others" may be any WG
that are willing to try and experiment with proposed mechanisms, seems
we shouldn't specify them now.

> Also, have we decided to use a wg process to
> make broader changes to IETF structure and processes?

I don't know any other one, and, as far as I know, a WG process is how
we did it the past (Scott will correct me if I'm wrong--I'm admittedly
new to the whole "process changing" saga).

> The last
> paragraph may need to change as the superstructure is defined
> more clearly by the IESG.

Sure.

Wednesday, January 7, 2004, 2:15:51 PM, Alex Rousskov wrote:

> Cross-functional is not self-explanatory to me. I cannot send the text
> since I do not know what you mean by cross-functional. I do not see
> why adding a definition of the primary scoping term to the charter is
> "too much", especially if the definition is clear/obvious to you.

I changed the text to include definitions. Please check if it is any
better this way and propose improvements if you think they are needed.

>> > b) The playing space for the WG is undefined: it is not clear whether
>> >    the WG is allowed to propose changes to core IETF processes, rules,
>> >    and roles and, if yes, which processes/rules/roles are in change
>> >    scope.
>>
>> The charter says:
>>
>>      The WG will also coordinate with other WGs on proposed changes to
>>      the IETF Working Group operations and Standards process if those
>>      are considered necessary.

> The above does not clarify the scope. It is not clear whether the WG
> is allowed to propose changes that alter core IETF processes,
> especially if those processes affect things other than just
> cross-functional review. We must be explicit about what changes, of
> any are "allowed" or are in the work scope. Coordination with other
> WGs is fine, but does not define the scope.

I think we will need changes in the IETF review process anyways.
However, it is hard to tell now how major they will be, whether they
will affect the core IETF processes, and how those core processes
should be defined. Proposing reasonable changes should be fine as long
as we keep in mind the primary goal of this WG--to improve the review
process.

[...]

>> > c) The charter assumes that "IESG review function" remains mostly
>> >    unchanged. There is currently no IETF consensus whether that
>> >    function needs to change, IMO. Even some of the quoted drafts
>> >    seem to imply significant changes to IESG review function.
>>
>> I don't see how I could address this comment. Since there's no
>> consensus on this issue, we can't say the WG will change the IESG
>> review function. However, in the process of discussion, the WG may
>> very well reach consensus that such change is a good idea and it may
>> recommend a certain process change.

> This needs to be documented explicitly. For example, "The WG is to
> evaluate IESG review function and propose IESG role and process
> changes as and if necessary". Or, alternatively, "The WG must operate
> under the assumption that the current IESG review function and role
> are not going to change much. Any changes to IESG functions and roles
> are, hence, out of the WG scope."

The approach should be, I believe, to improve the pre-IESG review
process in such a way that the IESG can make the decision quickly. On
the other hand, I could see how some details of IESG review process
may change to accommodate the new review process.

So, for this question and the question above, I don't think we should
put an explicit guideline in the charter.


>> > d) The implied difference between "peer" and "structural" is unclear
>> >    to me. Define and contrast both terms better since your milestones
>> >    depend on the difference. Furthermore, an a priory assumption of
>> >    separation between "peer" and "structural"  review may hinder WG
>> >    creativity.
>>
>> I changed the text to say:
>>
>>               This includes a better community review, as well as
>>                                      ^^^^^^^^^^^^^^^^
>>      more structured (formal and role-based) pre-IESG review that may
>>           ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
>>      be used to improve scalability of the IESG review function.

> I still do not know exactly what the difference is and why the two
> are a priori separated from each other.

I tried to explain this in my earlier message to the list:
http://www1.ietf.org/mail-archive/working-groups/icar/current/msg00020.html

The new text also contains some info in the definitions.

>> If you have a suggestion that would improve the text, please
>> send your wording.

> Since I am unsure of the intent, it is difficult for me to
> suggest specific improvements. Said that, you can consider
> replacing
>      Submit -00 draft on improved community review
>      Submit -00 draft on improved structured review
> with
>      Submit -00 draft(s) on improved IETF review

I did something like this to address this and Joel's comments.

Wednesday, January 7, 2004, 2:16:01 PM, Joel M. Halpern wrote:
> Looking at the milestones, I actually hope that we will have several drafts 
> on review for consideration by the working group in February.  I would not 
> expect to see working group consensus on a single starting point.  I also 
> would not be surprised if some drafts cover both community and structured 
> review.

> Hence, I would suggest that the first two milestones be combined into:
>      FEB 2004: at least two drafts on improved review covering community 
> and structured reviews.

I changed the milestones.

Wednesday, January 7, 2004, 2:24:16 PM, Robert Snively wrote:
[...]
> I like this approach.

> I think you might be able to clarify the first paragraph a little
> bit.  As I understand it, you are actually focusing on two
> separate (and probably separable) issues with separate drafts.
> I had a bit of a problem understanding what kinds of things might
> be included in each of the drafts. [...]

Please check the new version, it may explain things better now.
Also, please see my earlier message:
http://www1.ietf.org/mail-archive/working-groups/icar/current/msg00020.html

Regarding guidelines for specific drafts, I think the charter should
not have those as different people may have different ideas in mind.

I also addressed your second comment. Please see the 1st para in the
new charter.

Alex


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Revision 2 below, please.

-- 
Alex

   WG name: improved cross-area review (icar)

   Chairs: <TBD>

   General Area Director(s):
    Harald Alvestrand <harald@alvestrand.no>

   General Area Advisor:
    Harald Alvestrand <harald@alvestrand.no>
   
   Mailing list: icar@ietf.org
   Subscription: icar-request@ietf.org
   Archives : https://www1.ietf.org/mail-archive/working-groups/icar/current/maillist.html

   WG Description:

     The WG will work out mechanisms for improved cross-functional
     review within the IETF, addressing the issues identified by the
     PROBLEM WG. This includes a better community review, as well as
     more structured pre-IESG review that may be used to improve
     scalability of the IESG review function.

     Definitions:

      o Cross-functional review: document review covering different
      aspects of Internet technology, including those represented by
      WGs within different IETF areas.

      o Community review: document review performed by individual IETF
      participants and not caused by their responsibilities within
      the IETF management structure.

      o Structured review: more formal and role-based document review
      performed by individuals assuming certain responsibilities (such
      as by WG chairs, directorate and IESG members.)

     It is an explicit goal of the WG to come up with mechanisms
     encouraging earlier review of the documents. An early review is
     best for catching architectural problems while they're still
     relatively easy to solve. In particular, many cross-functional
     interactions can be spotted and dealt with, thus avoiding many
     "late surprises". A final review (currently done by the IESG) can
     catch remaining cross-functional interactions, as well as deal
     with overall quality issues.
     
     The WG will cooperate with others in starting and evaluating
     experiments with early community and structured reviews. The
     evaluation of such experiments may be published as Informational
     RFCs if the group so desires.

     The WG will also coordinate with other WGs involved in the IETF
     reform process on proposed changes to the IETF Working Group
     operations and Standards process if those are considered
     necessary.

   WG milestones:

     FEB 2004: Submit drafts on improved community and structured reviews
     SEP 2004: Submit draft on improved community review to
               the IESG for publication as BCP
     SEP 2004: Submit draft on improved structured community review to
               the IESG for publication as BCP
     SEP 2005: Evaluate WG progress and potential; close or recharter


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Forwarded with permission.
But probably only usefull after a WG gets instantiated.

> -----Original Message-----
> From: Brian E Carpenter [mailto:brc@zurich.ibm.com]
> Sent: vrijdag 9 januari 2004 11:40
> To: James Kempf
> Cc: dcrocker@brandenburg.com; solutions@alvestrand.no
> Subject: Re: [Solutions] SIRS dismissed as a failure
>
>
> My opinion is that we didn't generate enough interaction with
> the ADs over SIRs, and part of this was due to a technical gap -
> there was no link between the I-D tracker and the reviews. So I
> think it is very important for the real review system that it is
> somehow linked to the I-D (and hence to the I-D tracker) via
> the ietf.org web site. So that if you have the name of an I-D,
> you can not only find its status from the tracker, but also
> its reviews. They then become a real evaluation tool.
>
>    Brian

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Date: Fri, 9 Jan 2004 17:00:55 +0200 (EET)
From: Pekka Savola <pekkas@netcore.fi>
To: Alex Zinin <zinin@psg.com>
cc: icar@ietf.org
Subject: Re: [Icar] ICAR draft charter rev 2
In-Reply-To: <196108581021.20040108171716@psg.com>
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On Thu, 8 Jan 2004, Alex Zinin wrote:
> Revision 2 below, please.

Yes, this seems to be good.  

Even though I'm not sure whether forming the WG is necessarily the
required condition for progressing Improved Cross-Area Review, it is
probably a sufficient, and the most logical one (unless the IESG just
decided to adopt a model, but as there was all kinds of weird pushback
in Minneapolis, perhaps this is required :-).

As for the milestones:

     FEB 2004: Submit drafts on improved community and structured reviews

==> what does "Submit" mean here?  Submit as personal I-Ds?  Publish 
as WG I-D's (if so, say so)?

For what it's worth, I'm not 100% sure we can decide, with this 
aggressive timescale, which of the current individual submissions 
would be best adopted as WG items (or combined as new proposals to be 
submitted as WG items)?  Maybe you could clarify what kind of process 
you had in mind here?

     SEP 2004: Submit draft on improved community review to
               the IESG for publication as BCP
     SEP 2004: Submit draft on improved structured community review to
               the IESG for publication as BCP
     SEP 2005: Evaluate WG progress and potential; close or recharter

==> Was the last one meant to be SEP 200_4_?

For what it's worth, it may be very difficult to find ways to improve
community review as it is -- I don't believe there have been many
proposals on that yet.  

Luckily, finding a solution for structured community review (e.g., by
adding those responsibilities for reviewing documents) has already 
sparked at least a couple of good proposals, and progressing with that 
should be much easier.

-- 
Pekka Savola                 "You each name yourselves king, yet the
Netcore Oy                    kingdom bleeds."
Systems. Networks. Security. -- George R.R. Martin: A Clash of Kings




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Subject: RE: [Icar] ICAR draft charter rev 2
Date: Fri, 9 Jan 2004 10:01:23 -0800
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I like this much better.

I am assuming that "structured review" will include some work on=20
the review process itself, including perhaps
things like the addressing of problems identified by the review, a
formal
response to the reviewers, solicitation of both "yes this is perfect"
and
"no this needs the following change" responses, etc.

Is that correct?  Should we make it explicit?

Bob

> -----Original Message-----
> From: Alex Zinin [mailto:zinin@psg.com]
> Sent: Thursday, January 08, 2004 5:17 PM
> To: icar@ietf.org
> Subject: [Icar] ICAR draft charter rev 2
>=20
>=20
>=20
> Revision 2 below, please.
>=20
> --=20
> Alex
>=20
>    WG name: improved cross-area review (icar)
>=20
>    Chairs: <TBD>
>=20
>    General Area Director(s):
>     Harald Alvestrand <harald@alvestrand.no>
>=20
>    General Area Advisor:
>     Harald Alvestrand <harald@alvestrand.no>
>   =20
>    Mailing list: icar@ietf.org
>    Subscription: icar-request@ietf.org
>    Archives :=20
> https://www1.ietf.org/mail-archive/working-groups/icar/current
> /maillist.html
>=20
>    WG Description:
>=20
>      The WG will work out mechanisms for improved cross-functional
>      review within the IETF, addressing the issues identified by the
>      PROBLEM WG. This includes a better community review, as well as
>      more structured pre-IESG review that may be used to improve
>      scalability of the IESG review function.
>=20
>      Definitions:
>=20
>       o Cross-functional review: document review covering different
>       aspects of Internet technology, including those represented by
>       WGs within different IETF areas.
>=20
>       o Community review: document review performed by individual IETF
>       participants and not caused by their responsibilities within
>       the IETF management structure.
>=20
>       o Structured review: more formal and role-based document review
>       performed by individuals assuming certain responsibilities (such
>       as by WG chairs, directorate and IESG members.)
>=20
>      It is an explicit goal of the WG to come up with mechanisms
>      encouraging earlier review of the documents. An early review is
>      best for catching architectural problems while they're still
>      relatively easy to solve. In particular, many cross-functional
>      interactions can be spotted and dealt with, thus avoiding many
>      "late surprises". A final review (currently done by the IESG) can
>      catch remaining cross-functional interactions, as well as deal
>      with overall quality issues.
>     =20
>      The WG will cooperate with others in starting and evaluating
>      experiments with early community and structured reviews. The
>      evaluation of such experiments may be published as Informational
>      RFCs if the group so desires.
>=20
>      The WG will also coordinate with other WGs involved in the IETF
>      reform process on proposed changes to the IETF Working Group
>      operations and Standards process if those are considered
>      necessary.
>=20
>    WG milestones:
>=20
>      FEB 2004: Submit drafts on improved community and=20
> structured reviews
>      SEP 2004: Submit draft on improved community review to
>                the IESG for publication as BCP
>      SEP 2004: Submit draft on improved structured community review to
>                the IESG for publication as BCP
>      SEP 2005: Evaluate WG progress and potential; close or recharter
>=20
>=20
> _______________________________________________
> Icar mailing list
> Icar@ietf.org
> https://www1.ietf.org/mailman/listinfo/icar
>=20
>=20

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To: Pekka Savola <pekkas@netcore.fi>
Cc: Alex Zinin <zinin@psg.com>, icar@ietf.org
Subject: Re: [Icar] ICAR draft charter rev 2
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On Fri, Jan 09, 2004 at 05:00:55PM +0200, Pekka Savola wrote:
>> On Thu, 8 Jan 2004, Alex Zinin wrote:
>> > Revision 2 below, please.
>> 
>> Yes, this seems to be good.  
>> 
>> Even though I'm not sure whether forming the WG is necessarily the
>> required condition for progressing Improved Cross-Area Review, it is
>> probably a sufficient, and the most logical one (unless the IESG just
>> decided to adopt a model, but as there was all kinds of weird pushback
>> in Minneapolis, perhaps this is required :-).
>> 
>> As for the milestones:
>> 
>>      FEB 2004: Submit drafts on improved community and structured reviews
>> 
>> ==> what does "Submit" mean here?  Submit as personal I-Ds?  Publish 
>> as WG I-D's (if so, say so)?

	As we just had out over on the MBONED list, we might
	consider using language such as  "Publish I-D"  to mean
	what I think you mean by "Submit drafts" (as WG
	document), and perhaps use "Submit to IESG..." to mean
	that an existing draft with be ready to go to the IESG?

	Dave

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Subject: Re: [Icar] ICAR draft charter rev 2
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alex, this revision of the charter proposal looks
pretty good

in the last sentence, the word "potential" in the
last sentence might be further detailed

thanks,
- dimitri.

>>-----Original Message-----
>>From: Alex Zinin [mailto:zinin@psg.com]
>>Sent: Thursday, January 08, 2004 5:17 PM
>>To: icar@ietf.org
>>Subject: [Icar] ICAR draft charter rev 2
>>
>>
>>
>>Revision 2 below, please.
>>
>>-- 
>>Alex
>>
>>   WG name: improved cross-area review (icar)
>>
>>   Chairs: <TBD>
>>
>>   General Area Director(s):
>>    Harald Alvestrand <harald@alvestrand.no>
>>
>>   General Area Advisor:
>>    Harald Alvestrand <harald@alvestrand.no>
>>   
>>   Mailing list: icar@ietf.org
>>   Subscription: icar-request@ietf.org
>>   Archives : 
>>https://www1.ietf.org/mail-archive/working-groups/icar/current
>>/maillist.html
>>
>>   WG Description:
>>
>>     The WG will work out mechanisms for improved cross-functional
>>     review within the IETF, addressing the issues identified by the
>>     PROBLEM WG. This includes a better community review, as well as
>>     more structured pre-IESG review that may be used to improve
>>     scalability of the IESG review function.
>>
>>     Definitions:
>>
>>      o Cross-functional review: document review covering different
>>      aspects of Internet technology, including those represented by
>>      WGs within different IETF areas.
>>
>>      o Community review: document review performed by individual IETF
>>      participants and not caused by their responsibilities within
>>      the IETF management structure.
>>
>>      o Structured review: more formal and role-based document review
>>      performed by individuals assuming certain responsibilities (such
>>      as by WG chairs, directorate and IESG members.)
>>
>>     It is an explicit goal of the WG to come up with mechanisms
>>     encouraging earlier review of the documents. An early review is
>>     best for catching architectural problems while they're still
>>     relatively easy to solve. In particular, many cross-functional
>>     interactions can be spotted and dealt with, thus avoiding many
>>     "late surprises". A final review (currently done by the IESG) can
>>     catch remaining cross-functional interactions, as well as deal
>>     with overall quality issues.
>>     
>>     The WG will cooperate with others in starting and evaluating
>>     experiments with early community and structured reviews. The
>>     evaluation of such experiments may be published as Informational
>>     RFCs if the group so desires.
>>
>>     The WG will also coordinate with other WGs involved in the IETF
>>     reform process on proposed changes to the IETF Working Group
>>     operations and Standards process if those are considered
>>     necessary.
>>
>>   WG milestones:
>>
>>     FEB 2004: Submit drafts on improved community and 
>>structured reviews
>>     SEP 2004: Submit draft on improved community review to
>>               the IESG for publication as BCP
>>     SEP 2004: Submit draft on improved structured community review to
>>               the IESG for publication as BCP
>>     SEP 2005: Evaluate WG progress and potential; close or recharter
>>
>>
>>_______________________________________________
>>Icar mailing list
>>Icar@ietf.org
>>https://www1.ietf.org/mailman/listinfo/icar
>>
>>
> 
> 
> _______________________________________________
> Icar mailing list
> Icar@ietf.org
> https://www1.ietf.org/mailman/listinfo/icar

-- 
Papadimitriou Dimitri
E-mail : dimitri.papadimitriou@alcatel.be
E-mail : dpapadimitriou@psg.com
Webpage: http://psg.com/~dpapadimitriou/
Address: Fr. Wellesplein 1, B-2018 Antwerpen, Belgium
Phone  : +32 3 240-8491


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From: "James Kempf" <kempf@docomolabs-usa.com>
To: <solutions@alvestrand.no>, "MPowr" <mpowr@ietf.org>, <icar@ietf.org>
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I've written a draft summarizing the discussions on reforming the IETF
quality control process that started on mpowr in December and wandered to
solutions in January. It's here:

http://www.geocities.com/kempf42/draft-list-quality-control-00.txt

I am not exactly sure what to do with the draft at this point, but would be
interested in hearing feedback. There has been a preference expressed for
discussing the issue on solutions rather than on either mpowr or icar, but
I'm on all three lists and I'll try to respond as time allows. I'd also be
interested in hearing suggestions about how to proceed. If this doesn't look
like a valuable activity, we should apply the procedure described in the
draft and terminate it early. :-)

            jak


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Hi James,

I just read your proposal.  Thanks for posting it.

Although I may have more detailed questions later, I have a
couple of quick clarification questions now...

What are the criteria for deciding whether a particular document
requires full IESG review?  And, when would this be decided -- at
charter time, when the document is accepted as a WG item, during
WG Last Call, when the shepherding AD reviews the status of the
document, or at some other time?

In dispute resolution, you seem to indicate that the shepherding
AD will take all disputes to the full IESG.  Currently, the
shepherding AD (or two ADs in an area) make an attempt to resolve
any dispute before it is brought to the full IESG.  Is it your
intention to change that?

Do you have any sort of transition plan for how we could move
to this approach?  Are there useful experiments that we could
run to see if it would work?

Margaret


At 04:40 PM 1/9/2004 -0800, James Kempf wrote:
>I've written a draft summarizing the discussions on reforming the IETF
>quality control process that started on mpowr in December and wandered to
>solutions in January. It's here:
>
>http://www.geocities.com/kempf42/draft-list-quality-control-00.txt
>
>I am not exactly sure what to do with the draft at this point, but would be
>interested in hearing feedback. There has been a preference expressed for
>discussing the issue on solutions rather than on either mpowr or icar, but
>I'm on all three lists and I'll try to respond as time allows. I'd also be
>interested in hearing suggestions about how to proceed. If this doesn't look
>like a valuable activity, we should apply the procedure described in the
>draft and terminate it early. :-)
>
>             jak
>
>_______________________________________________
>Solutions mailing list
>Solutions@alvestrand.no
>http://eikenes.alvestrand.no/mailman/listinfo/solutions


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Pekka, Robert, Dimitri-

Thanks for the comments, see below, please.

Friday, January 9, 2004, 7:00:55 AM, Pekka Savola wrote:
[...]
> As for the milestones:

>      FEB 2004: Submit drafts on improved community and structured reviews

==>> what does "Submit" mean here?  Submit as personal I-Ds?  Publish 
> as WG I-D's (if so, say so)?

Since this is a WG milestone, a WG document is implied. Strictly
speaking, we don't publish, the secretariat does, after the
authors/editors submit.

> For what it's worth, I'm not 100% sure we can decide, with this 
> aggressive timescale, which of the current individual submissions 
> would be best adopted as WG items (or combined as new proposals to be 
> submitted as WG items)?  Maybe you could clarify what kind of process 
> you had in mind here?

I am not sure either, but we should try to get something ready by
Seoul for a substantial discussion. The way I see it working (though
I'm open to other ideas) is we do the analysis of problems with each
type of review at hand, decide which we problem we can solve, which we
can't, then go back to the features of the proposals on the table,
compare and discuss those and finally assemble solutions that are
documented in WG documents edited by appointed editors.

>      SEP 2004: Submit draft on improved community review to
>                the IESG for publication as BCP
>      SEP 2004: Submit draft on improved structured community review to
>                the IESG for publication as BCP
>      SEP 2005: Evaluate WG progress and potential; close or recharter

==>> Was the last one meant to be SEP 200_4_?

I think it was supposed to be JAN 2005--we need to give some time for
the WG follow up on the possible IETF LC and IESG comments. Thanks for
catching this, I'll update the text.

> For what it's worth, it may be very difficult to find ways to improve
> community review as it is -- I don't believe there have been many
> proposals on that yet.  

Yes, I think the community review problem is not 100% solvable, mainly
because we are dealing with sociological aspects, which we are not
good at. On the other hand, if there's something we can improve, we
should do it.

> Luckily, finding a solution for structured community review (e.g., by
> adding those responsibilities for reviewing documents) has already 
> sparked at least a couple of good proposals, and progressing with that 
> should be much easier.

Indeed. BTW, the difference between these types of review and how they
can potentially be addressed was my motivation behind splitting the
work items.

Friday, January 9, 2004, 10:01:23 AM, Robert Snively wrote:
> I like this much better.

> I am assuming that "structured review" will include some work on the
> review process itself, including perhaps things like the addressing
> of problems identified by the review, a formal response to the
> reviewers, solicitation of both "yes this is perfect" and "no this
> needs the following change" responses, etc.

> Is that correct?  Should we make it explicit?

Yes, I would expect the final product to at least make suggestions on
these aspects. However, I don't think details of this sort should be
in the charter--I consider these part of the "mechanisms" called out
in it.

Friday, January 9, 2004, 3:14:39 PM, Dimitri.Papadimitriou@alcatel.be wrote:
> alex, this revision of the charter proposal looks
> pretty good

> in the last sentence, the word "potential" in the
> last sentence might be further detailed

I suppose you mean in the last milestone. If so, this is just a
standard alias to "do we have useful stuff to work on, or do we
close?"

Alex


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Hi Margaret,

That was quick! Here are a couple of quick answers, but if you think this
draft might have legs, I'll get an issues page up on it.

> What are the criteria for deciding whether a particular document
> requires full IESG review?

It is up to the IESG to decide that. The WG can ask for a full review if
they think it might be necessary, but the IESG makes the decision. Also, the
shepherding AD can ask for a full review if s(he) thinks its necessary. In
general, I think the IESG would want to review drafts from WGs that are
proposing new technology or major changes in old technology, but I did not
think it would be such a good idea to be that explicit because it would
decrease the attractiveness of serving on the review board, and, as a
practical matter, the IESG may want at some point to have the review board
do a review on some draft that proposes new technology if it's a small
change or a major change in old technology if it isn't all the different or
if the WG is composed of people who are known to be reliable and world class
experts in the field.

>And, when would this be decided -- at
> charter time, when the document is accepted as a WG item, during
> WG Last Call, when the shepherding AD reviews the status of the
> document, or at some other time?
>

In the normal case, as soon as the draft showed up as a work item on the
WG's goals list, which is what the process draft should say because some WG
drafts are added after the charter has been written. A review would have to
be done before the draft became a WG draft in any case. The idea here is to
inject a note of predictability into the review process, so the chair, WG,
and shepherding AD know exactly what to do when the time comes for the
review.

However, in exceptional cases, typically when the shepherding AD has
detected that the WG is off track or has reason to believe that the
solutions being discussed by the WG may be impractical or otherwise flawed,
the shepherding AD can call for a review and include an IESG review of
documents, if talking with the WG fails to reorient the WG.

> In dispute resolution, you seem to indicate that the shepherding
> AD will take all disputes to the full IESG.  Currently, the
> shepherding AD (or two ADs in an area) make an attempt to resolve
> any dispute before it is brought to the full IESG.  Is it your
> intention to change that?
>

Yes, I believe that is probably a better idea and I will add that to the
document. No reason for full IESG intervention if the WG and reviewers can
come to an accommodation with the AD's help.

> Do you have any sort of transition plan for how we could move
> to this approach?  Are there useful experiments that we could
> run to see if it would work?
>

One way to start would be to pick a few WGs and give it a try. The list of
SIRS are obvious candidates for initial Reviewers. Obviously, if the process
is applied to some WGs that exist initially, they will not be able to set up
the review process when they are initially formed. I'd say picking groups
such as DHC where many of the drafts involve proposals for new options or
other small changes would be one way to test the review board process, I'm
not sure which ones would be appropriate for the new/deeply changed
technology case. The experiment could be run for, say, a year and closely
monitored to see how much work it really did eliminate for the IESG and
whether it really did free up more time for ADs to spend working with their
WGs, then tuned as appropriate or even discarded if it isn't working.

            jak


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On Fri, 9 Jan 2004, James Kempf wrote:

> > What are the criteria for deciding whether a particular document
> > requires full IESG review?
>
> It is up to the IESG to decide that.

I want to clarify this because Margeret's question might be based on
the wrong assumption, possibly causing misinterpretation of the
correct answer.

There should be no "requires full IESG review" flag or state for any
document. IESG is not a special case when it comes to review. IESG or
any single AD can submit a review for any document that is up for
review, at any time. This is no different from any IETF participant
submitting a review. If IESG feels that a particular document needs
full IESG review, it is their internal business, invisible and
unpredictable to others (in general), until they submit a review. In
general, one does not know a priori whether a document will be
reviewed by IESG until the IESG submits the review.

Now, if there is a conflict that WG and a reviewer cannot resolve
despite all the negotiation efforts, then the document automatically
goes to IESG for the final conflict resolution. Such resolution may
require full IESG review, but it is internal IESG business how to
approach that. The final IESG decision is documented, of course. Note
that "a reviewer" above may be IESG (but it is not a special case).

Thus, IESG has special formal powers when it comes to conflict
resolution, but does not have (and does not need!) any special powers
or exceptions when it comes to document review. This scheme is both
simple and gives IESG full flexibility when it comes to selecting
"full IESG review" targets. We do not need to spend time documenting
what those targets might be.

Alex.

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From: "Joel M. Halpern" <joel@stevecrocker.com>
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Subject: [Icar] Re: [Solutions] Summary of Discussion on Reforming IETF
 Quality Control Process
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I may be missing something, but the problem I see reading this is that this 
gives the IESG no assistance in deciding which documents it needs to 
review.  There was another proposal which I read to say ~the IESG needs to 
review documents for which there is disagreement about the results of other 
reviews.~  While one can argue about whether that is good or not, it at 
least spells out when the IESG needs to review a document, and when it does 
not need to.
Obviously, if we can lighten the load enough that the IESG has time to 
review more than it needs to, that is great and they should do so.
Equally, some IESG members will review some documents over and above such a 
"requirement", since they will be interested.
But my understanding of one aspect of this discussion is to help replace 
the current ~the IESG must review everything~ with a useful alternative 
review procedure, and a useful definition of which things the IESG needs to 
review.
(Among other things, such a reduction should help enable the necessary IESG 
reviews to occur in a more timely fashion.)
The text below seems to say taht there are no documents the IESG needs to 
review.  While it would be nice to arrive in such a state, I doubt we can 
get there in one jump.

Yours,
Joel M. Halpern

PS: Can we pick one of the three lists for this?

At 10:43 PM 1/9/2004 -0700, Alex Rousskov wrote:
>There should be no "requires full IESG review" flag or state for any
>document. IESG is not a special case when it comes to review. IESG or
>any single AD can submit a review for any document that is up for
>review, at any time. This is no different from any IETF participant
>submitting a review. If IESG feels that a particular document needs
>full IESG review, it is their internal business, invisible and
>unpredictable to others (in general), until they submit a review. In
>general, one does not know a priori whether a document will be
>reviewed by IESG until the IESG submits the review.


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Subject: Re: [Icar] Input based on SIRS experience
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Adding my own thoughts to the archive, since the topic came up, and with the 
hope it can added to the discussion:

	It was not much effort to get a core of reviewers signed up.  

This suggests a good core of community motivation to help.  We have not needed 
more, so we do not know whether an effort like this can attract _enough_ 
qualified reviewers.

	I am not sure how to interpret the low number of review requests.  

It is easy to say that it is due to lack of community awareness or interest or 
trust in the SIRs effort.  Certainly we have not done as much marketing as we 
might have wished. However this is view is confounded by the very slow metabolic 
rate of the IETF and the fact that the effort began at the beginning of a 
summer.  

No doubt there probably are other factors.  Cliches like 'tipping point' and 
'crossing the chasm' were created for just this issue. For example, it may be 
that it is more difficult to change existing working group efforts than it is to 
get integrated in with new(er) ones. Certainly we have not done any serious, 
sustained effort to get working groups to request reviews. 

On doing the administrative side of this effort, there are some things that I 
suspect are strategic, besides the relatively obvious fact that this really does 
take some ongoing, administrative effort, more than I had expected.  (But, then, 
I always underestimate these things.)

	It needs to be easy to have a record of the review process for a document and, 
	by derivation, an ability to see the whole set of review efforts.  There should 
	be a central point for tracking review efforts and a central point for 
	accessing reviews.

Besides the obvious, local and tactical benefit to the individual working group, 
this permits the community to get the ability to review the _set _of reviews and 
get a sense of the effort and result of doing reviews.  In other words, it has 
marketing value.  It makes it easy for others to see that there is review 
activity and it makes it easy for them to evaluate the nature and quality of 
those reviews.  This will make them more comfortable getting reviews for their 
own efforts and will help them decide on what reviewers to ask for. Whether this 
needs to be a permanent, formal archive, like RFCs, an ephemeral, formal 
archive, like I-Ds, or an unofficial, ephemeral archive like a WG mailing list, 
has not been resolved.  

My own thought is that formal publication (RFC and even I-D) is far too much 
overhead.  The only existing mechanism is the mailing list. Creating a new 
mechanism strikes me as too much effort, and added effort is a very large 
barrier to adoption of this process.

Opening up the IETF Tracker to working group chairs, and adding the review 
construct and/or allowing free-form entries would help this enormously.  
(Free-form means that the IETF does not have to formally adopt the thing being 
tracked.  This means reviews -- and other activities -- could be tracked much 
sooner than would be possible if we first have to get IETF-wide approval of the 
review process.

	I am not sure whether selection of reviewers, by requesters,  needs to be 
	different than we set up.  

A web page with a list of bios, and a mailing list for sending requests to is 
probably fine.

	The public discussion about reviewing shows that the community is still working 
	on clarifying what types of reviews are needed, when, and how to use them.  
 
	There is also the small matter of the SIRS reviews that have been done.  

Have they been they type that are needed?  Should they be done differently?  We 
have not tried to assess this. Certainly we cannot expect regular, widespread 
use of a review process until working groups know what to ask for, or at least 
what to expect they will get and how they should use the results.

d/
--
Dave Crocker <dcrocker-at-brandenburg-dot-com>
Brandenburg InternetWorking <http://brandenburg.com>






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Hi James,

[I'm only responding on solutions and icar (not mpowr).  Most
of this discussion happened on solutions, and your proposal is
largely about review/approval structures, so I think it is
more applicable to the proposed ICAR effort than to the proposed
MPOWR effort.]

I've had some time to think about (and re-read) your draft, so I
now I will provide my feedback, rather than just clarifying
questions.  I do support the idea of a tiered review/approval
structure within the IETF, but I have many concerns with the
specifics of your proposal, several of which I also expressed
regarding the SIRS proposal.

IMO, any proposal in this area needs meet certain criteria
for scalability, consistency, cross-area coverage, efficiency,
manageability and accountability. I have some concerns with
your proposal in each of these areas and I have explained them
below.  I also hope that these criteria and my explanations may
be useful to assessing other review/approval proposals, as well.

These concerns are what lead me to originally prefer the type of
per-area review board that Alex Zinin has suggested, rather than
a single large (SIRS-like) review board as you suggest.  I
believe that it would be possible to give single ADs the ability
to approve non-critical documents (criteria TBD) based on
reviews by all of the per-area boards -- in other words, I think
that we can somewhat consider the structure/management of the review
board(s) to be orthogonal to whether some documents can be approved
without full IESG review.

So, on to the criteria...

SCALABILITY
===========

Like the SIRS proposal, I believe that this proposal is quite
naive about the scale of this particular problem.  Let's take
a few numbers:

We currently approve about 200 RFCs per year.  Each of these
RFCs receives (on average) ~2-1/2 review cycles from the IESG
plus a full AD Review.  So, let's assume that we will continue to
produce 200 documents per year, and that each will be subjected
to 3 cross-area review cycles.

BTW, if the same group of people reviews the document all three
times (also see section on consistency below), the later reviews
will take much less time than the earlier reviews.

The IESG consists of 13 people, not all of whom carefully review
each document during IESG review (for various reason).  So, let's
assume that we can get adequate cross-area coverage (see section
on cross-area coverage) by having each document reviewed by
8 properly selected members of the Quality Review Board.  That's
the number of ADs that it currently takes (today, with one slot
empty) to approve publication of a document.

So, the number of individual document reviews required would be
200 * 3 * 8 == 4800.

Let's assume that we can find 200 people who are willing and
qualified to serve on the Quality Review Board.  I don't know
that this is possible, and it means that someone will have to
manage a function that involves 200 people (see manageability
section below), but let's assume...  In that case, each member
of the review board would need to do an average of 24 reviews
per year -- so a minimum of 3 is misleadingly low.  Ideally,
this means that each member of the review board would do a
full 3-cycle review for 8 documents per year.

If we expect this system to result in a 50% improvement in
document throughput, we will need to handle 300 documents per
year, which requires 36 reviews/board member/year (or 12
documents).

Doable?  Maybe.  If we can find 200 people willing to do this,
figure out how to train and organize them (see sections on
preparation/training and management below), and sustain that
number over time.  The sign-up rate for SIRS does not make me
confident that this is possible, but we could try....

CONSISTENCY
===========

There are two types of consistency that are important for IETF
document reviews:

     (1) Consistency across the different reviews done for the
         same document (to avoid thrash).
     (2) Using a consistent set of acceptance criteria for each
         document that is reviewed/approved.

Although we don't always achieve both type of consistency today
(due to personnel changes on the IESG, for example), we usually
do quite well in this area.  The fact that the same group of people
reviews/approves every document is heavily optimized for consistency
(over efficiency, scalability, etc.), and because we don't suffer
too much is this area today, it is easy to underrate the benefits
and importance of consistency.

Type (1) consistency could be achieved by having the same set of
reviewers (to whatever extent possible) perform all of the
reviews for a given document.  In other words, each document
would have its own mini-board of reviewers (8 reviewers, in my
previous example) who would do the initial review and perform
whatever subsequent reviews are needed to determine that new
versions of the document correct problems found in earlier
reviews and do not introduce new problems.  So, this is fairly
easily handled, assuming that we have a manageable method for
assigning reviewers to a particular document and replacing them
as needed, etc. (see manageability section below).

Type (2) consistency is _much_ harder to achieve across a large
board (~200 people in my example above) than it is with a group
of 13 people who spend several hours per week on the phone with
each other, hold retreats and communicate daily...

In order to achieve even a reasonable level of consistency across
a large group (200 people?), I believe that we would need most or
all of the following things:

     - Written review criteria for each type of document.
     - Documented per-area review criteria (like the MIB nits) for
       every area or technical sub-area.
     - A record of architectural/policy decisions that were made
       that can be searched and used by subsequent reviewers.
     - A mandatory preparation/training program (in-person or
       on-line) for all new members of the review board.
     - Some type of mentoring or monitoring program for new
       members during the first NN reviews (most easily
       achieved, perhaps, by having some sort of structure
       within the board?).

Without a plan (including committed resources) to achieve these
things, I believe that a large review board would devolve into
chaos.

There may also be an issue with documents that are passed to the
IESG for final approval.  The IESG's review may not be consistent
with earlier reviews, perhaps resulting in "late surprises" or
demotivation of the WG.  This problem is most likely in a situation
where the IESG has no influence over what reviewers are chosen to
do the initial review, and where the IESG does not feel accountable
for the quality/correctness of the initial review (see section on
accountability below).

CROSS-AREA COVERAGE
===================

The IESG believes that Cross-Area Review is a core value of the
IETF, as well as one of the key properties that differentiates us
from other standards bodies.  Obviously the folks involved in
developing this plan think so, too, because otherwise we would
simply ship documents based on WG technical review.

However, this proposal doesn't seem to do much to support or
facilitate cross-area review.

In order for a document to receive sufficient cross-area review,
it is not sufficient to establish a pool of (perhaps 200)
reviewers and ensure that the document is reviewed by a certain
number (perhaps 8) of those reviewers.  We would need to make
sure that the document is reviewed by a range of people who,
together, have an appropriate breadth of expertise to provide
adequate cross-area coverage.

It isn't easy to put together a small group of people who can
cover all of the technology areas represented in the IETF (as
I'm sure any nomcom member could tell you), and it certainly
isn't possible to populate the Quality Review Team with people
who each have knowledge of the whole set of IETF technologies
and their possible interactions.  As far as I know, there isn't
anyone who could provide a full cross-area review alone (although
Allison can do a passable imitation) -- that's why we have documents
reviewed by IESG members from all areas before they are approved.

A lot of details are swept under the rug of the statement "The
Working Group Chair is responsible for ensuring that all work
done by the Working Group receives adequate and timely review".
How are you picturing that this would work?  How would the
WG chair identify the areas of expertise represented by each
reviewer and gauge their level of expertise in each area?
How would s/he make sure that the appropriate inter-area
issues are adequately covered by the chosen reviewers?

This proposal is largely predicated on the belief that WG chairs
should not be responsible for document quality because their
involvement in the technology may blind them to its technical
flaws.  However, it seems to assume that WG chairs will be
aware of all possible interactions that this technology may
have with other IETF areas and be able (and willing) to
solicit review feedback from the right sort of people to
uncover all of those problems, which IMO won't work.  For
example, if the WG is unaware that their work has major impact
on the application layer, the WG chair may not think it is
important that the work be reviewed by an applications-
knowledgeable reviewer! This seems, to me, to be a pretty big
flaw.

Per-area review boards have a major advantage in this area.  If
a document is passed by every per-area review board (particularly
if those boards are carefully chosen to cover their area well
and provide coverage for inter-area gaps), with the reviewers
chosen by the ADs or other area review board leaders who aren't
active in the WG, then it is more likely that a document will
have received adequate cross-area review than if it is reviewed
by a set of reviewers chosen from a large pool by the WG chair.

EFFICIENCY
==========

One goal of any new review/approval process should be to increase
our document throughput -- publishing documents faster than we
do today, without a reduction in quality.  In general, we should
try to avoid a situation where a document needs to go through
two (possibly inconsistent, see above) review/approval processes.

This proposal might achieve this goal for some documents,
particularly those that do not require IESG review.  However,
the most important documents might be subjected to two rounds
of review/approval -- one by the Quality Review Board and
another by the IESG.  This issue might be resolved by better
defining how/when a decision is made regarding whether a
document will be reviewed/approved by the Quality Review Board
or the IESG.

MANAGEABILITY
=============

In order to run an orderly review process, to assign reviewers
with appropriate (combinations of) expertise, to adquately
training reviewers and to maintain the quality of the review
process, the Quality Review Board would need to be managed.
This proposal does not indicate how the board would be managed,
who would manage it, how they would be chosen, etc.  This is
a major omission that makes it difficult to evaluate many
aspects of this proposal.

Passive voice is used throughout this document, and that tends
to obscure the fact that there is no management structure
defined.  For example, it says "Reviewers can be assigned to
particular Working Groups and have their names listed on the
Working Group Web page as technical advisors".  By whom?  By
the WG chair?

This document does not mention any preparation or training
for members of the Quality Review Board, nor does it
specify any period during which a member's initial
reviews will be monitored by experienced members, etc.
I think that some type of preparation/training is essential
to asking people to assume any role in the IETF process.

The per-area review board proposal relies on the ADs to select
reviewers and manage the process as appropriate to each area.
The AD would be responsible for ensuring that members of the
area boards are adequately trained and prepared, and would
be held accountable for the quality of their work.

ACCOUNTABILITY
==============

This document seems to be based on the concept that quality
review is performed for the WGs, and that the review process
should be accountable to the WGs.  Ultimately, reviewers report
to WG chairs, because they if they are not asked (by WG chairs)
to review at least 3 document per year, they are removed.
I believe that is wrong...

The current AD Review/IETF Last Call/IESG Review system is
not intended to be accountable to a WG.  The IESG (as a review
board) exists outside of the WG structure, as a group that is
accountable to the community.  AD/IESG reviews and IETF
Last Calls serve as a mechanism for the interests of the
IETF community (and perhaps the Internet as a whole) to be
balanced against the interests of a particular WG, and I don't
see this balance adequately represented in this proposal, at
least not for documents that don't receive full IESG review.

I realize that some members of this discussion would like
to move away from the hierarchical structure represented by
the current IESG.  I'm not sure I agree with that approach,
but I'm also not sure that I'm against it.  So far, though,
I have seen any proposal that gives the IETF/Internet
community a strong enough voice that doesn't involve
giving some authority to some selected representatives of
that community...

This doesn't mean that the IESG is the only group that can
review/approve documents, and I do strongly believe that we should
build a more scalable review/approval structure that does not
rely solely on the IESG.  What it does mean (to me) is that
reviewers should be chosen, managed, evaluated and held
accountable by someone other than WG chairs.  This leads to
two choices:

     - Have the IESG manage the review board(s) and the
       review/approval process.
     - Build a different group to manage this process that
       is selected by and accountable to the community.

The second choice has some known weaknesses.  In the past, we
have found that separating review/approval from the group that
was ultimately responsible for WG management lead to serious
problems with the review/approval group becoming out of touch
with the community, etc.  (at least that's a very short summary
of what I've been told about the pre-Kobe IESG/IAB split).
Perhaps we could do this in a way that wouldn't have those
flaws, but most people I've spoken to seem to be against the
idea of splitting review/approval and WG management at the highest
level, as the review/approval group has no motivation to help the
WGs to achieve their chartered goals...

So, perhaps the first choice makes more sense?  That is the
choice that is represented in the per-area review board proposal
that Alex has submitted.

In addition to properly balancing the interests of the WG
and the interests of the IETF/Internet community, the per-area
review board approach makes the IESG directly accountable to
the community for the results of the initial review/approval
process,  making it more likely that those reviews will be
consistent with a later IESG review, if one is deemed necessary.

---

Another advantage of the per-area review board proposal over
this proposal is that it builds upon, rather than replacing, the
work that has already been done to build per-area review teams
such as the MIB doctors, the ops-dir, Transport doctors, the
rtg-dir, etc.

At this point, I think that my comments on the proposal may be
almost as long as the proposal itself, so I'll stop now.

I hope that these comments will be taken as constructive input
to the effort of building a scalable IETF review/approval process,
even though I don't favor the specific type of review mechanism
proposed in this document.

Margaret




















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From: Dave Crocker <dhc@dcrocker.net>
To: <joel@stevecrocker.com>
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Folks,


>  I may be missing something, but the problem I see reading this is that this
>  gives the IESG no assistance in deciding which documents it needs to
>  review.  There was another proposal which I read to say ~the IESG needs to
>  review documents for which there is disagreement about the results of other
>  reviews

Joel is certainly correct.  If we expect to have the IESG treat working groups 
differentially, then there needs to be community-wide understanding of the 
differences they should filter on.

I think there are a number of factors that ought to be considered:


1. Infrastructure

	If the work is going to hit the core of the Internet, it needs to have 
high-level and broad-based review.  Period.  (In spite of being up in Apps 
space, something like imposing a system-wide spam control mechanism hits the 
email infrastructure and probably should count in this category.)


2. Risk

	Some work is clearly pretty straightforward.  The work, itself, is well 
understood, and/or the core team working on it are known to do this sort of work 
really well.  When the work is not straightforward and/or the team is not known 
to be experienced with this IETF territory, then the IESG should give it more 
attention.


3. Urgency

	When there is rough consensus that useful work is needed Real Soon, then the 
IESG should endeavor to help that work get done quickly.


This does not mean that working groups which do not qualify under any of these 
concerns should be ignored, but it does provide a meaningful basis for 
prioritizing oversight.

It also has the advantage of requiring working groups and the IESG to assess the 
factors at the outset (and perhaps on a continuing basis?)

d/
--
Dave Crocker <dcrocker-at-brandenburg-dot-com>
Brandenburg InternetWorking <http://brandenburg.com>


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(How embarrassing.  I've no idea why my previous posting wrapped so 
strangely, other than the quirkiness of a new mail client.  Here's an 
attempt to re-post, maybe without the problem... /d)


Adding my own thoughts to the archive, since the topic came up, and with 
the hope it can added to the discussion:


-    It was not much effort to get a core of reviewers signed up.

This suggests a good core of community motivation to help.  We have not 
needed more, so we do not know whether an effort like this can attract 
_enough_ qualified reviewers.


-    I am not sure how to interpret the low number of review requests.

It is easy to say that it is due to lack of community awareness or 
interest or trust in the SIRs effort.  Certainly we have not done as 
much marketing as we might have wished. However this view is confounded 
by the very slow metabolic rate of the IETF and the fact that the effort 
began at the beginning of a summer. 

No doubt there probably are other factors.  Cliches like 'tipping point' 
and 'crossing the chasm' were created for just this sort of issue in 
adopting change. For example, it may be that it is more difficult to 
change existing working group efforts than it is to get integrated in 
with new(er) ones. Certainly we have not done any serious, sustained 
effort to get working groups to request reviews.


On doing the administrative side of this effort, there are some things 
that I suspect are strategic, besides the relatively obvious fact that 
this really does take some ongoing, administrative effort, more than I 
had expected. (But, then, I always underestimate these things.)


-    It needs to be easy to have a record of the review process for a
     document and, by derivation, an ability to see the whole set of 
     review efforts.  


-    There should be a central point for tracking review efforts and a 
     central point for accessing reviews.

Besides the obvious, local and tactical benefit to the individual 
working group, this permits the community to get the ability to review 
the _set _of reviews and get a sense of the effort and result of doing 
reviews.  In other words, it has marketing value.  It makes it easy for 
others to see that there is review activity and it makes it easy for 
them to evaluate the nature and quality of those reviews.  This will 
make them more comfortable getting reviews for their own efforts and 
will help them decide on what reviewers to ask for. Whether this needs 
to be a permanent, formal archive, like RFCs, an ephemeral, formal 
archive, like I-Ds, or an unofficial, ephemeral archive like a WG 
mailing list, has not been resolved.

My own thought is that formal publication (RFC and even I-D) is far too
much overhead.  The only existing mechanism is the mailing list. 
Creating a new mechanism strikes me as too much effort, and added effort 
is a very large barrier to adoption of this process.

Opening up the IETF Tracker to working group chairs, and adding the 
review construct and/or allowing free-form entries would help this 
enormously. (Free-form means that the IETF does not have to formally 
adopt the thing being tracked.)  This means reviews -- and other 
activities -- could be tracked much sooner than would be possible if we 
first have to get IETF-wide approval of the review process.


-    I am not sure whether selection of reviewers, by requesters,  needs 
     to be different than we set up.

A web page with a list of bios, and a mailing list for sending requests
to is probably fine.

The public discussion about reviewing shows that the community is still 
working on clarifying what types of reviews are needed, when, and how to 
use them.


-    There is also the small matter of the SIRS reviews that have been 
     done.

Have they been they type that are needed?  Should they be done 
differently? We have not tried to assess this. Certainly we cannot 
expect regular, widespread use of a review process until working groups 
know what to ask for, or at least what to expect they will get and how 
they should use the results.


d/

--
Dave Crocker <dcrocker-at-brandenburg-dot-com>
Brandenburg InternetWorking <http://brandenburg.com>




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Reply-To: "Spencer Dawkins" <spencer@mcsr-labs.org>
From: "Spencer Dawkins" <spencer@mcsr-labs.org>
To: "Icar \(E-mail\)" <icar@ietf.org>
References: <2004110988.424309@bbprime>
Subject: Re: [Icar] Input based on SIRS experience
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Dave,

Thanks for providing this input. Have I ever thanked you and Brian
publically for taking a swing at SIRS? It was an omission. Thank you.

I have a couple of comments inline.

Spencer

----- Original Message ----- 
From: "Dave Crocker" <dhc@dcrocker.net>
To: "Icar (E-mail)" <icar@ietf.org>
Sent: Saturday, January 10, 2004 11:08 AM
Subject: Re: [Icar] Input based on SIRS experience


> Adding my own thoughts to the archive, since the topic came up, and
with the
> hope it can added to the discussion:
>
> It was not much effort to get a core of reviewers signed up.
>
> This suggests a good core of community motivation to help.  We have
not needed
> more, so we do not know whether an effort like this can attract
_enough_
> qualified reviewers.

Yeah, Margaret is also coming up with 200-300 reviewers needed, and we
still have no idea how many we can get. :-{

>
> I am not sure how to interpret the low number of review requests.
>
> It is easy to say that it is due to lack of community awareness or
interest or
> trust in the SIRs effort.  Certainly we have not done as much
marketing as we
> might have wished. However this is view is confounded by the very
slow metabolic
> rate of the IETF and the fact that the effort began at the beginning
of a
> summer.

I concur completely with each point.

>
> No doubt there probably are other factors.  Cliches like 'tipping
point' and
> 'crossing the chasm' were created for just this issue. For example,
it may be
> that it is more difficult to change existing working group efforts
than it is to
> get integrated in with new(er) ones. Certainly we have not done any
serious,
> sustained effort to get working groups to request reviews.

Yes.

>
> On doing the administrative side of this effort, there are some
things that I
> suspect are strategic, besides the relatively obvious fact that this
really does
> take some ongoing, administrative effort, more than I had expected.
(But, then,
> I always underestimate these things.)
>
> It needs to be easy to have a record of the review process for a
document and,
> by derivation, an ability to see the whole set of review efforts.
There should
> be a central point for tracking review efforts and a central point
for
> accessing reviews.

I agree, and reviews should be tightly tied to documents (easy to see
what reviewers think).

>
> Besides the obvious, local and tactical benefit to the individual
working group,
> this permits the community to get the ability to review the _set _of
reviews and
> get a sense of the effort and result of doing reviews.  In other
words, it has
> marketing value.  It makes it easy for others to see that there is
review
> activity and it makes it easy for them to evaluate the nature and
quality of
> those reviews.  This will make them more comfortable getting reviews
for their
> own efforts and will help them decide on what reviewers to ask for.
Whether this
> needs to be a permanent, formal archive, like RFCs, an ephemeral,
formal
> archive, like I-Ds, or an unofficial, ephemeral archive like a WG
mailing list,
> has not been resolved.
>
> My own thought is that formal publication (RFC and even I-D) is far
too much
> overhead.  The only existing mechanism is the mailing list. Creating
a new
> mechanism strikes me as too much effort, and added effort is a very
large
> barrier to adoption of this process.

This may be correct, but it's tragic, if so. Most of our archives
aren't that tractable, and some are REALLY grim (whether because of
spam or simply because of posting volume).

>
> Opening up the IETF Tracker to working group chairs, and adding the
review
> construct and/or allowing free-form entries would help this
enormously.
> (Free-form means that the IETF does not have to formally adopt the
thing being
> tracked.  This means reviews -- and other activities -- could be
tracked much
> sooner than would be possible if we first have to get IETF-wide
approval of the
> review process.

I guessed that by "free-form" you were thinking of  using the
mechanism to track reviews of documents that hadn't been adopted as WG
documents yet. That's also a question.

>
> I am not sure whether selection of reviewers, by requesters,  needs
to be
> different than we set up.
>
> A web page with a list of bios, and a mailing list for sending
requests to is
> probably fine.

The mailing list violates a concept Ted Hardie talked about in
Minneapolis - that appeals to individuals work better than appeals to
groups in the IETF. I think Ted is right. Requesters will really have
to be bothered to wonder who needs to review a document, rather than
posting a request and wishing reviewers would materialize.

>
> The public discussion about reviewing shows that the community is
still working
> on clarifying what types of reviews are needed, when, and how to use
them.
>
> There is also the small matter of the SIRS reviews that have been
done.
>
> Have they been they type that are needed?  Should they be done
differently?  We
> have not tried to assess this. Certainly we cannot expect regular,
widespread
> use of a review process until working groups know what to ask for,
or at least
> what to expect they will get and how they should use the results.

You are such a social scientist. How inconvenient that you should ask
a question when we have no idea what the answer is!


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Spencer,


>  Yeah, Margaret is also coming up with 200-300 reviewers needed, and 
>  we  still have no idea how many we can get. :-{

The calculations along those lines all look reasonable.  At the moment, 
I'd class it as a problem we'd love to have.  More realistically, yes, 
we need to make sure we design a mechanism that is both useful and 
scalable.

One thought is that good early reviewing might substantially alter what 
is needed later.

Another is to note a separate line of discussion that essentially 
distinguishes between some working group efforts that get more 
attention, versus others that might get less.

> >  My own thought is that formal publication (RFC and even I-D) is far
> > too much  overhead.  The only existing mechanism is the mailing 
> >  list.  Creating  a new
> >  mechanism strikes me as too much effort, and added effort is a very
> >  large  barrier to adoption of this process.
>  
>  This may be correct, but it's tragic, if so. Most of our archives
>  aren't that tractable, and some are REALLY grim 

I think that long-term access to useful copies of all IETF working 
materials -- other than the stuff we formally publish -- has major 
benefit, for legal and academic purposes.  But I view this as a distinct 
issue.  My current concern is that the review stuff not create a new 
distribution and/or storage mechanism.


> >  Opening up the IETF Tracker to working group chairs, and adding the
> >  review construct and/or allowing free-form entries would help this
> >  enormously.  (Free-form means that the IETF does not have to 
> >  formally adopt the thing being
> >  tracked.  This means reviews -- and other activities -- could be
> >  tracked much sooner than would be possible if we first have to get 
> >  IETF-wide approval of the review process.
>  
>  I guessed that by "free-form" you were thinking of  using the
>  mechanism to track reviews of documents that hadn't been adopted as 
>  WG documents yet. That's also a question.

It isn't the status of the document that I was thinking about.  It was 
the status of the _type_ of data being entered, in terms of IETF 
formality and officialness.  

If we simply let a working group chair put in any entry they want, the 
tracker won't know what the state transitions need to be, but the 
working group chair can set the state manually.  This means they do not 
need to wait for the IETF to define and approve the details beforehand.

  
> >  I am not sure whether selection of reviewers, by requesters,  needs
> > to be  different than we set up.
> >  
> >  A web page with a list of bios, and a mailing list for sending
> > requests to is  probably fine.
>  
>  The mailing list violates a concept Ted Hardie talked about in
>  Minneapolis - that appeals to individuals work better than appeals to
>  groups in the IETF. I think Ted is right. Requesters will really have
>  to be bothered to wonder who needs to review a document, rather than
>  posting a request and wishing reviewers would materialize.

The phenomenon of dissipated responsibility was first noted with the 
murder of Kitty Genovese, in New York, with lots of bystanders who could 
see each other, none of whom called the police.

That said, the queries that have come into the SIRS list have gotten 
good response.  However my point was not that all requests should come 
to the list, but that the list and the biographies with email addresses 
ought to be sufficient.


> >  There is also the small matter of the SIRS reviews that have been
> >  done...
>  
>  You are such a social scientist. How inconvenient that you should ask
>  a question when we have no idea what the answer is!

The purpose of an experiment is to spawn more experiments...


d/
--
Dave Crocker <dcrocker-at-brandenburg-dot-com>
Brandenburg InternetWorking <http://brandenburg.com>






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Subject: Re: [Icar] ICAR draft charter rev 2
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Alex,

	I am sorry, but I still do not like the proposed WG
charter/direction/milestones. Your Version2 edits were very useful in
that they made old problems with scope and authority more explicit and
visible. Perhaps charters are not perceived as important WG documents
in IETF, but I think they should be reviewed and polished as
rigorously as protocols.

	My specific comments and wording suggestions are inlined
below, but I am waiting for somebody to say that "rough consensus does
not require unanimity" and keep going in the direction you want.

On Thu, 8 Jan 2004, Alex Zinin wrote:

>    WG Description:
>
>      The WG will work out mechanisms for improved cross-functional
>      review within the IETF, addressing the issues identified by the
>      PROBLEM WG.

What is the rationale behind trying to limit the scope of the WG to
cross-functional review? Given your definition of "cross-functional"
as "document review covering different aspects of Internet
technology", the above scope definition includes virtually _any_
review within the IETF.

IMO, "any review" should be the explicit scope. We should not try to
limit the scope using unbounded concepts like cross-functional review
(as currently defined). I cannot think of any significant review
activity that the above scope statement (along with the
cross-functional definition) would clearly _exclude_.

Also, let's not imply that we will solve all PROBLEM WG problems and
let's not mix scope and an incomplete problem list together.

Suggested wording:

	The WG will improve IETF review mechanisms by adjusting
	existing mechanisms and proposing new ones. The improvements
	will address at least the following known issues:
		- provide a list of issues
		- quoting PROBLEM WG output as needed

>      This includes a better community review, as well as
>      more structured pre-IESG review that may be used to improve
>      scalability of the IESG review function.

I do not understand why this WG must stop at the IESG border. Are we
saying that IESG review mechanisms are already good enough and just do
not scale well? What if the best solution will require some IESG-level
changes? How about IAB involvement? Is it necessarily post-IESG?

Suggested wording:

	Review mechanisms under consideration cover both community and
	structured review, may span all levels of IETF structure, and
	may require changes to IETF entity roles or structure.

>      Definitions:
>
>       o Cross-functional review: document review covering different
>       aspects of Internet technology, including those represented by
>       WGs within different IETF areas.

If my changes are accepted, the above definition becomes unnecessary.

>       o Community review: document review performed by individual IETF
>       participants and not caused by their responsibilities within
>       the IETF management structure.
>
>       o Structured review: more formal and role-based document review
>       performed by individuals assuming certain responsibilities (such
>       as by WG chairs, directorate and IESG members.)

Good.

>      It is an explicit goal of the WG to come up with mechanisms
>      encouraging earlier review of the documents.

It is trivial to come up with encouraging mechanisms. We should aim
higher and also be more specific about what "earlier" means.  Earlier
than what? Suggested wording:

	It is an explicit goal of the WG to design "early review"
	mechanisms. These mechanisms should ensure that most IETF
	documents are reviewed and corrected before the estimated
	cost of correction becomes comparable with the cost of
	leaving the review-identified defect unfixed.

The above suggested wording needs further polishing, but I hope it
gives enough idea on how I think we should introduce early review into
the charter.

>      An early review is
>      best for catching architectural problems while they're still
>      relatively easy to solve. In particular, many cross-functional
>      interactions can be spotted and dealt with, thus avoiding many
>      "late surprises". A final review (currently done by the IESG) can
>      catch remaining cross-functional interactions, as well as deal
>      with overall quality issues.

I would suggest to remove the above paragraph as unnecessary and even
too suggestive about a stage-like approach and final review role.

>      The WG will cooperate with others in starting and evaluating
>      experiments with early community and structured reviews. The
>      evaluation of such experiments may be published as Informational
>      RFCs if the group so desires.

Does the above wording change anything for this WG? In other words,
what would change if we remove the above paragraph? To me, it sounds
lile a non-statement that is true for every WG.

>      The WG will also coordinate with other WGs involved in the IETF
>      reform process on proposed changes to the IETF Working Group
>      operations and Standards process if those are considered
>      necessary.

Same comment: What would change if we remove the above paragraph? It
is so vague that it seems useless to me. If we can identify specific
WGs and liaisons, then we should do so. If we cannot, we are not
really providing any useful information here. All IETF WGs should
cooperate, of course.

>    WG milestones:
>
>      FEB 2004: Submit drafts on improved community and structured reviews

40 days sounds like an unnecessary aggressive deadline, especially if
the WG has to submit all drafts by then. It would take at least 20-30
days to carefully review and polish existing drafts, and we do not
have any of decent quality to start with. I would suggest to add at
least one more month.

Also, "submitting a draft" is trivial because one can submit a
placeholder. See specific wording suggestions below.

>      SEP 2004: Submit draft on improved community review to
>                the IESG for publication as BCP
>      SEP 2004: Submit draft on improved structured community review to
>                the IESG for publication as BCP

Again, I am against separating the two drafts in the charter. Perhaps
we will have one draft addressing both areas with a single, unified
solution. Or maybe we will have three drafts that split the work
horizontally and not vertically (whatever that means). Also, it is not
clear whether we can plan that well in advance.


How about replacing all currently proposed deadlines with:

  FEB 2004: Decide on a comprehensive set of review mechanisms.
  MAR 2004: Document alpha versions of all review mechanisms.
  APR 2004: Evaluate WG progress and potential; close or recharter.


Thank you,

Alex.

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From: "James Kempf" <kempf@docomolabs-usa.com>
To: <icar@ietf.org>
References: <2004111185020.818584@bbprime>
Subject: Review Board Scalability (was: Re: [Icar] Input based on SIRS experience)
Date: Mon, 12 Jan 2004 10:01:27 -0800
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Margaret Wasserman said:

>Like the SIRS proposal, I believe that this proposal is quite
>naive about the scale of this particular problem.  Let's take
>a few numbers:
>
>We currently approve about 200 RFCs per year.  Each of these
>RFCs receives (on average) ~2-1/2 review cycles from the IESG
>plus a full AD Review.  So, let's assume that we will continue to
>produce 200 documents per year, and that each will be subjected
>to 3 cross-area review cycles.
>
>BTW, if the same group of people reviews the document all three
>times (also see section on consistency below), the later reviews
>will take much less time than the earlier reviews.
>
>The IESG consists of 13 people, not all of whom carefully review
>each document during IESG review (for various reason).  So, let's
>assume that we can get adequate cross-area coverage (see section
>on cross-area coverage) by having each document reviewed by
>8 properly selected members of the Quality Review Board.  That's
>the number of ADs that it currently takes (today, with one slot
>empty) to approve publication of a document.
>
>So, the number of individual document reviews required would be
>200 * 3 * 8 == 4800.
>
>Let's assume that we can find 200 people who are willing and
>qualified to serve on the Quality Review Board.  I don't know
>that this is possible, and it means that someone will have to
>manage a function that involves 200 people (see manageability
>section below), but let's assume...  In that case, each member
>of the review board would need to do an average of 24 reviews
>per year -- so a minimum of 3 is misleadingly low.  Ideally,
>this means that each member of the review board would do a
>full 3-cycle review for 8 documents per year.
>
>If we expect this system to result in a 50% improvement in
>document throughput, we will need to handle 300 documents per
>year, which requires 36 reviews/board member/year (or 12
>documents).
>
>Doable?  Maybe.  If we can find 200 people willing to do this,
>figure out how to train and organize them (see sections on
>preparation/training and management below), and sustain that
>number over time.  The sign-up rate for SIRS does not make me
>confident that this is possible, but we could try....

and Spencer Dawkins said:

>  Yeah, Margaret is also coming up with 200-300 reviewers needed, and
>  we  still have no idea how many we can get. :-{

It seems to me that, in principle, the only difference between an IETF
review board and the program committee for a conference is that the members
of an IETF review board would be expected to stick with a draft for more
than just one review, and possibly in the number of reviewers per paper. So
it seems like we might be able to look at existing experience with
conference program committees for some idea about how to make this work.

As an example, I'm on the program committee for Mobihoc this year. There are
42 program committee members and 230 papers which works out to a ratio of
about 6 papers per reviewer. I was assigned 11 papers, from which I conclude
that the program chairs have decided to have about 2 reviews per paper.

If one accepts Margaret's numbers of about 24 reviews per year, that would
imply that the number of reviews for IETF drafts would be about twice what
Mobihoc members are expected to do. This doesn't seem all that bad to me
considering that I'll probably do at least 11 additional reviews this year,
of IETF drafts and papers for other conferences, etc. Working backwards from
the Mobihoc program committee, that would reduce the number of review board
members to maybe 90 (twice the Mobihoc number) rather than 200.

To do this, however, we would have to reduce the number of independent
_solicited_ reviewers to 2 rather than Margaret's suggestion of 8. Would
this cause a reduction of quality detection problems? Unclear. Many drafts
now receive unsolicited review as part of WG last call and IETF last call
and presumably that would not change. Margaret's number of 8 reviews was
based on an approximation of how many ADs review drafts, so YMMV. And, even
with 8 people in the IESG reviewing, there have been occasions when problems
have been caught later (MIPv6 binding update security comes to mind). Also,
with an issue tracking system in place, the reviewers may be able to
determine whether issues are resolved more easily without having to wade
through the text in the spec, so reviews might become less time consuming.

I think there is a different issue that is possibly more of a barrier,
getting people to volunteer by providing the right incentive. People
volunteer for a conference program commitee because they want to see what
other people in the area are up to from a reseach standpoint, and they want
to make sure that published results are of high quaility. The program
committee's comments are used to determine what papers are ultimately
published, that is, their reviews make a real difference in the conference
content.

If the review board's work is just advisory, as the ART and SIRS proposals
do, then I think we will have a hard time getting people to volunteer.
Imagine a program committee for a conference in which the reviews produced
by the program committee could be overridden by the program's organizing
committee, or even by the authors (this would be the equivalent of the IESG
or the WGs themselves, respectively, being allowed to override a review
board opinion). Who would volunteer?

There is another kind of conference program committee in which the authors
themselves are required to do reviews. This could be another way to solicit
reviews, people who are draft editors are required to provide reviews.
Obviously, since draft editors are less experienced, their reviews could not
be as highly rated as the review board's reviews. In such conferences, I
presume the organizing committee has the final say, and typically these
kinds of conferences are not first tier.

            jak




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Date: Mon, 12 Jan 2004 11:09:04 -0700 (MST)
From: Alex Rousskov <rousskov@measurement-factory.com>
To: Dave Crocker <dhc@dcrocker.net>
cc: "Icar (E-mail)" <icar@ietf.org>
Subject: Re: Re: [Icar] Input based on SIRS experience
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On Sun, 11 Jan 2004, Dave Crocker wrote:

> the list and the biographies with email addresses ought to be
> sufficient.

In my experience as a SIRS user (though I was not able to solicit a
review), I found these two items highly desirable if not essential:

	- reviewer status (available immediately, busy with N
	  reviews, come back in 3 months, on vacation, etc.)

	- browseable collection of reviewer's past reviews

SIRs interface currently lacks them.

Thanks,

Alex.

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From: Pekka Savola <pekkas@netcore.fi>
To: James Kempf <kempf@docomolabs-usa.com>
cc: icar@ietf.org
Subject: Re: Review Board Scalability (was: Re: [Icar] Input based on SIRS
 experience)
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On Mon, 12 Jan 2004, James Kempf wrote:
> It seems to me that, in principle, the only difference between an IETF
> review board and the program committee for a conference is that the members
> of an IETF review board would be expected to stick with a draft for more
> than just one review, and possibly in the number of reviewers per paper. So
> it seems like we might be able to look at existing experience with
> conference program committees for some idea about how to make this work.

Note that there may be some unstated assumptions here.

For example, that such an IETF Review Board would replace some 
functions of the IESG, such as:
 - AD Evaluation
 - Review for RFC-Editor submissions
 - Review of WG submission of Info/Experimental documents
 - Review of individual submissions of --""--
 - Review of standards track documents as well

If you assume that (or all of these), you will undoubtedly arrive at a 
conclusion that any proposal will lack manpower.

However, if the idea is to improve cross-area or cross-functional 
review so that some of the above will go *easier*, requiring much 
smaller amount of time, we might be getting somewhere.

So, when proposing a review board(s), it's useful to explicitly state 
which functions we want to replace (or augment).

> If the review board's work is just advisory, as the ART and SIRS proposals
> do, then I think we will have a hard time getting people to volunteer.

I'm not sure if this is necessarily the case.  Speaking from personal
experience, there is several kinds of responses a reviewer will not
want to see:

- "it's too late to make reviews [especially on this specific issue
[which may have had consensus at X]], but thanks anyway", "

- (comments are received, but they're not taken into account)
  * at least in a timely fashion (following up within days is easier 
    than after months)

> Imagine a program committee for a conference in which the reviews produced
> by the program committee could be overridden by the program's organizing
> committee, 

Organizing committee would not be a problem, at least to me -- you can 
consider it as "they know best" -- at least after discussion.

> or even by the authors (this would be the equivalent of the IESG
> or the WGs themselves, respectively, being allowed to override a review
> board opinion). Who would volunteer?

The authors and WGs are a different thing entirely.  If they failed to
see a problem in the first place, I would not count on them to judge 
whether a problem needs to solved or not.
 
> There is another kind of conference program committee in which the authors
> themselves are required to do reviews. This could be another way to solicit
> reviews, people who are draft editors are required to provide reviews.

Heh, an interesting idea :-)

Along the same lines, you could also require that each WG chair must
make N reviews every year.  An instant base of 200+ reviewers :-)

-- 
Pekka Savola                 "You each name yourselves king, yet the
Netcore Oy                    kingdom bleeds."
Systems. Networks. Security. -- George R.R. Martin: A Clash of Kings



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From: Alex Rousskov <rousskov@measurement-factory.com>
To: James Kempf <kempf@docomolabs-usa.com>
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Subject: [Icar] Re: [Solutions] Summary of Discussion on Reforming IETF Quality
 Control Process
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On Fri, 9 Jan 2004, James Kempf wrote:

> I've written a draft summarizing the discussions on reforming the
> IETF quality control process that started on mpowr in December and
> wandered to solutions in January. It's here:
>
> http://www.geocities.com/kempf42/draft-list-quality-control-00.txt

James,

	Thank you for writing the draft. Here is my high-level
feedback. I assume we are not interested in low-level polishing at
this time.

1. "The ultimate responsibility for ensuring the quality
   of technical work done in the IETF lies with the Working Group..."

   I suspect you meant:

   "The ultimate responsibility for producing quality technical work
    in the IETF lies with the Working Group..."

   It is correct that WG/authors are responsible for producing quality
   output. It is wrong to imply that WG can ensure that. We need
   outside controls to ensure quality and your wording does not
   reflect that intent.

   Also, how does the above statement is affected by the fact that
   IESG can make WG-unapproved changes to WG documents? Do such
   changes make IESG responsible? Would it be more accurate to
   say that WG is responsible only up to a point where IESG takes
   control and does its conflict resolution thing?

2. "The ultimate responsibility for the quality of editorial content
   of the document describing the work lies with the authors and
   editors of the document."

   Sounds nice, but how does this reconcile with #1 above? The Author
   cannot overrule WG consensus. Are you implying that the author
   should resign if she disagrees with the WG consensus regarding
   her document?

3. "The IESG is responsible for deciding which Working Groups will
   require full IESG review on their documents"

   Wrong granularity, IMO. IESG decision should be made on document
   basis not WG basis, in general. That does not prevent IESG from
   reviewing every document of a given WG, of course, but it does
   not require that either.

4. "For documents that require IESG review or IETF management actions
   involving quality issues, the Area Director is responsible for
   ensuring that ...
   the [IESG] results are communicated to the Working Group, in as
   prompt a fashion as possible."

   A good review mechanism should not require manual involvement to
   communicate IESG (or any reviewer) actions on a document. We should
   avoid problems that manual forwarding of decisions always causes.

5. "Members of the board (called "Reviewers") may be
    subject experts with deep but fairly narrow expertise in one
    particular area, but more often they will have broad experience in
    a variety of areas involving Internet technology."

   I do not understand why deep expertise is worse than broad one.
   Why are you making this distinction? Is this sentence important?

6. Quality Review Board membership.

   I believe that any Board membership approach based on formal
   AD approval and/or popularity contest (IETF voting) is inferior
   to an "open pool of reviewers" approach. I hate to see IETF
   using such rigid mechanisms of "traditional" SDOs in a what is
   supposed to be an open volunteer organization.

   More specifically, I believe that the review pool/board should
   be open to anybody who volunteers and plays by the rules.

   There has to be a mechanism that identifies reviewers
   currently "trusted" by IESG, of course. Such mechanism
   will ensure consistency of reviews and IESG actions should the
   latter be necessary. Designing this mechanism is not trivial,
   but we can succeed if we focus on that rather than "membership
   rules".

   There should be no automatic inclusion or exclusion from the
   pool/board. We should not drag senior IETFers into the pool
   just because we can identify them by their IESG memberships
   or RFC counts. If they want to help, they will volunteer.
   We should not exclude idle reviewers from the pool because
   they did nothing wrong per se (rejecting review opportunities
   should not be counted _against_ anybody; it should be counted
   for solicitors to see and interpret).


7. "A determination of whether a full IESG review is necessary should
   be included in the Working Group Charter in order that the review
   process can proceed predictably"

   I do not understand the justification of this heavy requirement.
   Why is it important to know a priori that all WG documents will
   be fully reviewed by IESG? Will it make the WG work harder? Will
   it make the Chair look more important? Will it make other WG
   feel less important? What is the value to be gained from knowing
   that all WG documents will be reviewed by IESG, especially since
   IESG can review any document without a prior warning? This design
   also assumes that we are good at predicting what needs a
   full review even before the work has started.

   What problem does this WG flag solve??

8. Review Process

   The AD should not remove reviewers from the proposed list. The
   only thing an AD can do is to add reviewers if he thinks that
   proposed list does not provide enough trusted coverage.

   The review request should be sent to all reviewers accepting
   such requests, not just the ones on the AD-approved list.

   The whole design should make unknown but good reviewers known.
   This feature is essential for attracting always new/fresh
   reviewers and ensuring smooth scale.

   Full IESG review should not be a special case as far as
   notification and "handling" is concerned.

   All reviews must be archived and cross-referenced with
   documents and reviewers.


9. Disposition of Review Results

   The reviewers should be responsible for classifying their
   own comments and entering them into the review database.
   The Chair should not be involved at that stage. Again, we should
   not create a forwarding dependency/role when none is required.

   The above suggestion does create some extra work for some
   reviewers, but it is "good" work. It keeps reviews cleaner and
   more constructive. It also avoids problems with Chairs missing
   a comment or mis-classifying it. Finally, it actually saves
   reviewers time in the long run because they can check how their
   comments were addressed without mapping their comments with
   Chair's rendering of their comments.

   The review database/interface should be provided on IETF web
   site for everybody to use. The "issues page" is generated by
   IETF software, not Chairs. This provides everybody with a
   familiar interface and, again, solves "forwarding" problems
   like a forgotten, misrepresented, or even
   changed-after-final-reviewer-check issue on a Chair-controlled
   web page.

   IMO, we need an IETF-wide review management system to facilitate
   key review-related improvements we want.

Thank you,

Alex.

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Date: Mon, 12 Jan 2004 15:51:26 -0500
Subject: Re: [Icar] ICAR draft charter rev 2
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I think the proposed charter is in very good shape, in terms
of providing the basis for a "contract" between the IETF and
a new working group.  It's clear, it's crisp, it's focused,
it's unambiguous, and most importantly it describes work that
we know needs to be done.  Because chartering is an iterative
(sometimes highly iterative) process I think it's time to try
to get some feedback on this version from the probable area
director (Harald) and the rest of the IESG.

Melinda


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To: Alex Zinin <zinin@psg.com>, icar@ietf.org
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Subject: Re: [Icar] ICAR draft charter rev 2
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Having seen the discussion since this was posted, I thought it sensible to 
comment that I thought this revision provided a good frame for the working 
group.  It defines the goals, some of the approaches, and a set of 
observable milestones in reasonable time frames.

Yours,
Joel M. Halpern

At 05:17 PM 1/8/2004 -0800, Alex Zinin wrote:

>Revision 2 below, please.
>
>--
>Alex
>
>    WG name: improved cross-area review (icar)
>
>    Chairs: <TBD>
>
>    General Area Director(s):
>     Harald Alvestrand <harald@alvestrand.no>
>
>    General Area Advisor:
>     Harald Alvestrand <harald@alvestrand.no>
>
>    Mailing list: icar@ietf.org
>    Subscription: icar-request@ietf.org
>    Archives : 
> https://www1.ietf.org/mail-archive/working-groups/icar/current/maillist.html
>
>    WG Description:
>
>      The WG will work out mechanisms for improved cross-functional
>      review within the IETF, addressing the issues identified by the
>      PROBLEM WG. This includes a better community review, as well as
>      more structured pre-IESG review that may be used to improve
>      scalability of the IESG review function.
>
>      Definitions:
>
>       o Cross-functional review: document review covering different
>       aspects of Internet technology, including those represented by
>       WGs within different IETF areas.
>
>       o Community review: document review performed by individual IETF
>       participants and not caused by their responsibilities within
>       the IETF management structure.
>
>       o Structured review: more formal and role-based document review
>       performed by individuals assuming certain responsibilities (such
>       as by WG chairs, directorate and IESG members.)
>
>      It is an explicit goal of the WG to come up with mechanisms
>      encouraging earlier review of the documents. An early review is
>      best for catching architectural problems while they're still
>      relatively easy to solve. In particular, many cross-functional
>      interactions can be spotted and dealt with, thus avoiding many
>      "late surprises". A final review (currently done by the IESG) can
>      catch remaining cross-functional interactions, as well as deal
>      with overall quality issues.
>
>      The WG will cooperate with others in starting and evaluating
>      experiments with early community and structured reviews. The
>      evaluation of such experiments may be published as Informational
>      RFCs if the group so desires.
>
>      The WG will also coordinate with other WGs involved in the IETF
>      reform process on proposed changes to the IETF Working Group
>      operations and Standards process if those are considered
>      necessary.
>
>    WG milestones:
>
>      FEB 2004: Submit drafts on improved community and structured reviews
>      SEP 2004: Submit draft on improved community review to
>                the IESG for publication as BCP
>      SEP 2004: Submit draft on improved structured community review to
>                the IESG for publication as BCP
>      SEP 2005: Evaluate WG progress and potential; close or recharter
>
>
>_______________________________________________
>Icar mailing list
>Icar@ietf.org
>https://www1.ietf.org/mailman/listinfo/icar


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From: Alex Rousskov <rousskov@measurement-factory.com>
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On Sat, 10 Jan 2004, Joel M. Halpern wrote:

> I may be missing something, but the problem I see reading this is
> that this gives the IESG no assistance in deciding which documents
> it needs to review.

Why do you think IESG needs an assistance with this? Can IESG decide
on a case by case basis, as ADs see new documents popping up in a "now
soliciting reviews" state? What kind of assistance do you have in
mind?

> There was another proposal which I read to say ~the IESG needs to
> review documents for which there is disagreement about the results
> of other reviews.~ While one can argue about whether that is good or
> not, it at least spells out when the IESG needs to review a
> document, and when it does not need to.

You may be talking about the "IESG must resolve reviewer-WG conflicts"
rule I have been pushing for. That rule co-exists nicely with "IESG
may review any document as any IETF participant can" rule.  Put
together, the two rules essentially define how IESG interacts with WGs
as far as reviews are concerned: first as a normal reviewer, then as
the final conflict resolution authority if needed.

> ... my understanding of one aspect of this discussion is to help
> replace the current ~the IESG must review everything~ with a useful
> alternative review procedure, and a useful definition of which
> things the IESG needs to review.

I do not think we can pre-define what IESG needs to review without
being either too broad or too restrictive. I would rather avoid the
whole problem by letting IESG decide what warrants full review. Note
that there is some balance in this approach: since IESG is just a
"regular" reviewer, they are subject to the same deadlines and
timeouts. Thus, IESG (as a whole) should be careful not to overload
itself with non-essential reviews because they will start missing
deadlines on essential ones.

> The text below seems to say taht there are no documents the IESG
> needs to review.

Not exactly. The text below implies that we cannot define a priori
what IESG needs to review, but we give IESG an interface to review
anything that IESG thinks is important enough to be worth their
review.

Alex.

> At 10:43 PM 1/9/2004 -0700, Alex Rousskov wrote:
> >There should be no "requires full IESG review" flag or state for
> >any document. IESG is not a special case when it comes to review.
> >IESG or any single AD can submit a review for any document that is
> >up for review, at any time. This is no different from any IETF
> >participant submitting a review. If IESG feels that a particular
> >document needs full IESG review, it is their internal business,
> >invisible and unpredictable to others (in general), until they
> >submit a review. In general, one does not know a priori whether a
> >document will be reviewed by IESG until the IESG submits the
> >review.

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On Sat, 10 Jan 2004, Margaret Wasserman wrote:

> These concerns are what lead me to originally prefer the type of
> per-area review board that Alex Zinin has suggested, rather than a
> single large (SIRS-like) review board as you suggest.  I believe
> that it would be possible to give single ADs the ability to approve
> non-critical documents (criteria TBD) based on reviews by all of the
> per-area boards

I see no essential difference between a single board with members that
specialize in certain areas and multiple boards with members
specializing in board-specific area. From the point of view of the
important criteria you have been talking about, both designs are
essentially the same, IMO. I am not sure what concerns make one design
more attractive than another (on this level of abstraction). I suspect
the devil is in the details instead of high-level architectures.

For example, "what reviews are sufficient to publish a document" is a
question that can be answered equally well/poor with both single and
multiple boards structures.

If we concentrate on cross-area review and possibly lack volunteers, a
single board/pool sounds like a more natural framework.

> I think that we can somewhat consider the structure/management of
> the review board(s) to be orthogonal to whether some documents can
> be approved without full IESG review.

I agree.

> SCALABILITY
> ===========
>
> Like the SIRS proposal, I believe that this proposal is quite
> naive about the scale of this particular problem.

The draft-list-quality-control scalability depends on how many people
the ADs can approve as "certified reviewers" without approving bad
reviewers. I do not see how that process is essentially different from
any other process where there is a "trusted by final Authority" flag
assigned to a reviewer in one way or another.

If that flag is required for review consistency, then all approaches
would scale equally well/badly. It is not a problem we can "solve" by
using a process. We can only eliminate the scalability problem if we
remove the flag and, hence, require IESG to trust at least a certain
portion of unknown-to-IESG reviewers.

For example, we can say that any document that has no review conflicts
and has at least K reviews from each Area, with at least N reviews
from "trusted by AD/IESG" reviewers is published without IESG
involvement. Then you get a natural trade-off between scalability
(number of trusted reviewers required) and consistency/quality
(probability of IESG last-minute killing a document without a prior
review conflict and probability of IETF publishing a bad document
without a review conflict).

> CONSISTENCY
> ===========
>
> There are two types of consistency that are important for IETF
> document reviews:
>
>      (1) Consistency across the different reviews done for the
>          same document (to avoid thrash).

I do not understand what that means. Can you elaborate please?
Consistency in reviewer opinions during a round of reviews?
Consistency in reviewer opinions during the document lifetime?

>      (2) Using a consistent set of acceptance criteria for each
>          document that is reviewed/approved.

This is important indeed.

> Type (1) consistency could be achieved by having the same set of
> reviewers (to whatever extent possible) perform all of the
> reviews for a given document.

This can be achieved in any proposal I have seen, including
draft-list-quality-control-00, right?

> Type (2) consistency is _much_ harder to achieve across a large
> board (~200 people in my example above) than it is with a group of
> 13 people who spend several hours per week on the phone with each
> other, hold retreats and communicate daily...

I do not see a difference. If you can define acceptance criteria well,
then 10, 100, or 1000 people can use them with good-enough
consistency. If your acceptance criteria are so vague that they can
only exist as an undocumented belief system of 13 close friends
(different from the belief system of the other 13 friends), then we
probably do not need that kind of consistency.

> In order to achieve even a reasonable level of consistency across
> a large group (200 people?), I believe that we would need most or
> all of the following things:
>
>      - Written review criteria for each type of document.
>      - Documented per-area review criteria (like the MIB nits) for
>        every area or technical sub-area.
>      - A record of architectural/policy decisions that were made
>        that can be searched and used by subsequent reviewers.
>      - A mandatory preparation/training program (in-person or
>        on-line) for all new members of the review board.
>      - Some type of mentoring or monitoring program for new
>        members during the first NN reviews (most easily
>        achieved, perhaps, by having some sort of structure
>        within the board?).
>
> Without a plan (including committed resources) to achieve these
> things, I believe that a large review board would devolve into
> chaos.

How is N*13  reviewers groups would be any different?

I suspect there is either violation of the energy preservation laws in
these arguments or you are comparing apples to oranges.  The amount of
IETF review work that needs to be done should not change depending on
whether you use pre-area boards or one single pool. More precisely, if
the amount of work changes, then we are not comparing apples to apples
and we should decide on what the review system should accomplish
first.

> There may also be an issue with documents that are passed to the
> IESG for final approval.  The IESG's review may not be consistent
> with earlier reviews, perhaps resulting in "late surprises" or
> demotivation of the WG.  This problem is most likely in a situation
> where the IESG has no influence over what reviewers are chosen to do
> the initial review, and where the IESG does not feel accountable for
> the quality/correctness of the initial review (see section on
> accountability below).

I assumed that consistency with IESG decisions is included in (2). If
it is not, I do not understand your classification scheme, but the
laws of physics should still apply.

> CROSS-AREA COVERAGE
> ===================
>
> this proposal doesn't seem to do much to support or
> facilitate cross-area review.

I agree. The proposal requires an AD to ensure that all areas are
covered. This is a poor design because AD is responsible for one area
only.

We should find a scheme where all areas are represented when it comes
to cross-area review. For example, each area can have a list of
"trusted area reviewers" (all members of the IETF review board/pool).
And at least one(?) review must come from each area. This will ensure
that all areas are represented without relying on one area AD to take
care of that.

> Per-area review boards have a major advantage in this area.  If
> a document is passed by every per-area review board (particularly
> if those boards are carefully chosen to cover their area well
> and provide coverage for inter-area gaps), with the reviewers
> chosen by the ADs or other area review board leaders who aren't
> active in the WG, then it is more likely that a document will
> have received adequate cross-area review than if it is reviewed
> by a set of reviewers chosen from a large pool by the WG chair.

Indeed. However, what you describe as a "major advantage" can be
implemented equally well with a single pool design. Each reviewer has
a set of tags, including flags that mark that reviewer as a trusted
reviewer by an IETF Area Directorate. In fact, I can argue that a
single pool would work marginally better in some cases because Chairs
can easily find reviewers that are trusted by several areas and,
hence, reduce the number of reviews required. Common pool and
interface makes ensuring process rules easier as well.


> EFFICIENCY
> ==========
>
> This proposal might achieve this goal for some documents,
> particularly those that do not require IESG review.  However, the
> most important documents might be subjected to two rounds of
> review/approval -- one by the Quality Review Board and another by
> the IESG.  This issue might be resolved by better defining how/when
> a decision is made regarding whether a document will be
> reviewed/approved by the Quality Review Board or the IESG.

I agree and proposed some specific interfaces to solve this problem
(to the extent it can be solved when IESG authority differs from the
Board authority).

> MANAGEABILITY
> =============
>
> In order to run an orderly review process, to assign reviewers
> with appropriate (combinations of) expertise, to adquately
> training reviewers and to maintain the quality of the review
> process, the Quality Review Board would need to be managed.
> This proposal does not indicate how the board would be managed,
> who would manage it, how they would be chosen, etc.  This is
> a major omission that makes it difficult to evaluate many
> aspects of this proposal.

I tend to agree. However, I do note that the amount of required
management can be drastically reduced if we adopt a self-tuning open
pool of reviewers instead of going with a "traditional" managed
board(s) approach so typical to other SDOs and other non-volunteer
organizations.

> The per-area review board proposal relies on the ADs to select
> reviewers and manage the process as appropriate to each area.
> The AD would be responsible for ensuring that members of the
> area boards are adequately trained and prepared, and would
> be held accountable for the quality of their work.

... which has exactly the same manageability problems and a cross-area
consistency problem added on top. IMO, IETF areas are large enough to
be comparable (in scale) with IETF as a whole when it comes to
manageability


> ACCOUNTABILITY
> ==============
>
> This document seems to be based on the concept that quality
> review is performed for the WGs, and that the review process
> should be accountable to the WGs.  Ultimately, reviewers report
> to WG chairs, because they if they are not asked (by WG chairs)
> to review at least 3 document per year, they are removed.
> I believe that is wrong...

It would be wrong, but I disagree with your summary. While it is not
explicitly documented, the Review Board essentially works for and
accountable to IETF as a whole (just like a WG does/is). It should be
explicitly documented.

There are some minor mechanisms bugs (like requiring the Chair to
enter comments) that may create an impression that reviewers report to
WG chairs. I already commented on those; they can be fixed.

N.B. idle reviewers are _not_ removed. Only those that idle but also
rejecting review requests are.

> Another advantage of the per-area review board proposal over this
> proposal is that it builds upon, rather than replacing, the work
> that has already been done to build per-area review teams such as
> the MIB doctors, the ops-dir, Transport doctors, the rtg-dir, etc.

Members of those teams should be encouraged to volunteer to join the
open pool of reviewers, of course. We should not replace them, but
provide better access to and visibility for them!

Alex.


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Date: Mon, 12 Jan 2004 14:20:37 -0800
From: David Meyer <dmm@1-4-5.net>
To: icar@ietf.org
Subject: Re: [Icar] ICAR draft charter rev 2
Message-ID: <20040112222037.GA18177@1-4-5.net>
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	This looks good. Just a few nits:

	(i).	What does "submit drafts" mean? I assume (again)
		that we mean "produce WG document" (which in turn
		means that the document name is of the form
		draft-ietf-icar-xxxx, was adopted by WG
		consensus, and it can be found on  
		ftp://ftp.ietf.org/internet-drafts); this is in
		contrast to "submit draft ... to IESG..." (all of
		this is really a nit an belongs in a discussion
		of how one writes a charter, I suppose),

	(ii).	Can we be more precise about what "earlier" means
		in "It is an explicit goal of the WG to come up
		with mechanisms encouraging earlier review of the
		documents"? My first question when I read this
		was "earlier than what"? 

	(iii).	SEP 2005: Evaluate WG progress and potential;
		close or recharter 

		What does it mean (what is meant) by evaluating
		the WG "potential" (i.e., we could be talking
		about a kind of potential s/a potential energy,
		but I'm pretty sure that isn't what is entended).

	Other than that, the charter defines some reasonable
	goals within a (importantly) constrained scope, and time
	frames. 

	Dave


>> Revision 2 below, please.
>> 
>> -- 
>> Alex
>> 
>>    WG name: improved cross-area review (icar)
>> 
>>    Chairs: <TBD>
>> 
>>    General Area Director(s):
>>     Harald Alvestrand <harald@alvestrand.no>
>> 
>>    General Area Advisor:
>>     Harald Alvestrand <harald@alvestrand.no>
>>    
>>    Mailing list: icar@ietf.org
>>    Subscription: icar-request@ietf.org
>>    Archives : https://www1.ietf.org/mail-archive/working-groups/icar/current/maillist.html
>> 
>>    WG Description:
>> 
>>      The WG will work out mechanisms for improved cross-functional
>>      review within the IETF, addressing the issues identified by the
>>      PROBLEM WG. This includes a better community review, as well as
>>      more structured pre-IESG review that may be used to improve
>>      scalability of the IESG review function.
>> 
>>      Definitions:
>> 
>>       o Cross-functional review: document review covering different
>>       aspects of Internet technology, including those represented by
>>       WGs within different IETF areas.
>> 
>>       o Community review: document review performed by individual IETF
>>       participants and not caused by their responsibilities within
>>       the IETF management structure.
>> 
>>       o Structured review: more formal and role-based document review
>>       performed by individuals assuming certain responsibilities (such
>>       as by WG chairs, directorate and IESG members.)
>> 
>>      It is an explicit goal of the WG to come up with mechanisms
>>      encouraging earlier review of the documents. An early review is
>>      best for catching architectural problems while they're still
>>      relatively easy to solve. In particular, many cross-functional
>>      interactions can be spotted and dealt with, thus avoiding many
>>      "late surprises". A final review (currently done by the IESG) can
>>      catch remaining cross-functional interactions, as well as deal
>>      with overall quality issues.
>>      
>>      The WG will cooperate with others in starting and evaluating
>>      experiments with early community and structured reviews. The
>>      evaluation of such experiments may be published as Informational
>>      RFCs if the group so desires.
>> 
>>      The WG will also coordinate with other WGs involved in the IETF
>>      reform process on proposed changes to the IETF Working Group
>>      operations and Standards process if those are considered
>>      necessary.
>> 
>>    WG milestones:
>> 
>>      FEB 2004: Submit drafts on improved community and structured reviews
>>      SEP 2004: Submit draft on improved community review to
>>                the IESG for publication as BCP
>>      SEP 2004: Submit draft on improved structured community review to
>>                the IESG for publication as BCP
>>      SEP 2005: Evaluate WG progress and potential; close or recharter
>> 
>> 
>> _______________________________________________
>> Icar mailing list
>> Icar@ietf.org
>> https://www1.ietf.org/mailman/listinfo/icar
>> 
>> ===8<===========End of original message text===========

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The charter looks fine as far as it goes. It is a good start. 

            jak

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Subject: Re: [Icar] ICAR draft charter rev 2
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My personal read of "submit drafts" was
     Have one or more I-Ds in the repository which the working group is 
discussing.

These may not at that stage (I would guess will not) reflect working group 
consensus.    In other groups I have seen the use of the naming scheme 
draft-person-icar-xxx used to reflect this stage of the process.

I would not expect the charter to have to get too specific about this, as 
the process of marking the documents as under discussion should be anything 
the WG and chairs are comfortable with, not a chartering issue.

Yours,
Joel

At 02:20 PM 1/12/2004 -0800, David Meyer wrote:
>         (i).    What does "submit drafts" mean? I assume (again)
>                 that we mean "produce WG document" (which in turn
>                 means that the document name is of the form
>                 draft-ietf-icar-xxxx, was adopted by WG
>                 consensus, and it can be found on
>                 ftp://ftp.ietf.org/internet-drafts); this is in
>                 contrast to "submit draft ... to IESG..." (all of
>                 this is really a nit an belongs in a discussion
>                 of how one writes a charter, I suppose),


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From: David Meyer <dmm@1-4-5.net>
To: "Joel M. Halpern" <joel@stevecrocker.com>
Cc: icar@ietf.org
Subject: Re: [Icar] ICAR draft charter rev 2
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On Mon, Jan 12, 2004 at 05:57:55PM -0500, Joel M. Halpern wrote:
>> My personal read of "submit drafts" was
>>     Have one or more I-Ds in the repository which the working group is 
>> discussing.
>> 
>> These may not at that stage (I would guess will not) reflect working group 
>> consensus.    In other groups I have seen the use of the naming scheme 
>> draft-person-icar-xxx used to reflect this stage of the process.

	Yep.

>> I would not expect the charter to have to get too specific about this, as 
>> the process of marking the documents as under discussion should be anything 
>> the WG and chairs are comfortable with, not a chartering issue.

	Agree. As I said, a nit that came to mind as I was
	reading through the charter.

	Dave

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To: Alex Zinin <zinin@psg.com>
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Subject: Re: [Icar] ICAR draft charter 
In-reply-to: Your message of Wed, 07 Jan 2004 12:25:03 -0800.
             <1044648133.20040107122503@psg.com> 
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I think the charter's fine.  

Whether  the group  will  actually achieve  something  is another  question.
Getting early cross-functional  review is a great idea,  at least in theory,
but in practice I have the following concerns: 

- While  I would welcome an APPs  guy's perspective on how  a routing change
  might impact APPs,  I don't necessarily want the APPs  guys telling me how
  to do routing.  For cross-functional review to be effective, the reviewers
  and  reviewees must  respect each  others' knowledge  in  their respective
  areas of expertise. 

  In the absence of this mutual respect, the whole thing is just an exercise
  in politics.

- If one really  wants to  know, e.g.,  how a  security change  will impact
  routing, it might  take a security guy and a  routing guy working together
  to figure  out all the  inter-relationships.  That's a bit  different than
  throwing the spec over the wall for someone in another field to review. 

- Everybody will  want to  see the  trade-offs  made in  such a  way as  to
  create the simplest result their own area.  This will lead it irresolvable
  conflicts (as we  frequently see on the main IETF list).   It is also easy
  to demand that other areas do things  that are beyond the state of the art
  in that area. 

I  look   forward  to  seeing   what  can  be   done  to  ensure   that  the
cross-functional review doesn't become counter-productive. 





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I like this version of the draft charter - one nit,
I'd change the first milestone to:

FEB 2004: Publish Internet Drafts on improved community and structured reviews

(or maybe march)

Scott

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Another one where a comment in another discussion triggered one of my
buttons...

   In other groups I have seen the use of the naming scheme 
   draft-person-icar-xxx used to reflect this stage of the process.

As a potential cross-fertilization reviewer, I find the current naming
standard for drafts as a bit bothersome in this area.  It's often very
hard to distinguish between a set of proposals that are related to an
existing WG, and the sometimes completely random independent offerings
that use the same convention.

Sometimes drafts that would benefit most from early review are when
there are several proposals, which have not yet been decided between.
But, with this convention, these look just like kook submissions and
it's hard for a potential reviewer to pick up on this.  In fact, when
there are several options, it would be nice to see it because review
from outside the WG might notice, for example, that one fits really
well with some other work, while another would interfere with a
protocol nearing WGLC and thus interfere with it later.

I agree that the draft names may not be the best place to encode this,
but right now they're all we have...  I suggest that this is another
area of "ID status" that this WG should think about...

	-MAP

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	(message from Alex Rousskov on Mon, 12 Jan 2004 15:13:23 -0700 (MST))
From: "Michael A. Patton" <MAP@MAP-NE.com>
References: <5.1.0.14.2.20040109203410.04552a28@ms101.mail1.com>
 <5.1.0.14.2.20040110075158.0385bbd0@ms101.mail1.com> <Pine.BSF.4.58.0401121401500.15125@measurement-factory.com>
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Subject: [Icar] Reviewers: One single group or per-area groups?
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   Date: Mon, 12 Jan 2004 15:13:23 -0700 (MST)
   From: Alex Rousskov <rousskov@measurement-factory.com>

   I see no essential difference between a single board with members that
   specialize in certain areas and multiple boards with members
   specializing in board-specific area.

I saw this from Alex (and realized a couple others had the same
concern, so this isn't really directed at just this remark, but using
it as a launching point).  Since I'm the one who stood up at the
plenary to point out an essential difference, I guess maybe I should
try and reinforce it.

I, personally, do not consider myself tied to any area.  There is no
area in the IETF in which more than a few of the WGs are interesting
to me and there is no area in the IETF in which I have not been an
active participant in at least one WG at some point.  There are a few
areas that I spend more time with than others, but I think of myself
more as a generalist than as any of these.  As such, I haven't been
tempted to join any of the area-specific oversight groups, but rather
have just offerred reviews on an ad-hoc basis...

I think one of the most important goals of this group is generalized
cross-fertilization, and it's just the sort of generalists who
wouldn't be part of an area-specific group, but might be part of a
single group, who can, possibly, offer the most in such an effort.
So, in that regard, there's probably a fair amount of difference
between those two organizational structures.  They will encourage
different classes of people to participate.

	-MAP

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To: Alex Zinin <zinin@psg.com>
From: Mark Allman <mallman@icir.org>
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Subject: Re: [Icar] ICAR draft charter 
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Organization: ICSI Center for Internet Research (ICIR)
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the latest version of the draft charter looks quite reasonable to me

thanks,
allman


--
Mark Allman -- ICIR -- http://www.icir.org/mallman/

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Michael,


>  I, personally, do not consider myself tied to any area.  There is no
>  area in the IETF in which more than a few of the WGs are interesting
>  to me and there is no area in the IETF in which I have not been an
>  active participant in at least one WG at some point.  

I like this perspective a lot.  I've been concerned that reviewers be 
independent of ADs, but had not thought that an even deeper point is 
that senior IETF contributors nearly always are cross- (or multi-) area.


>  I think one of the most important goals of this group is generalized
>  cross-fertilization, and it's just the sort of generalists who
>  wouldn't be part of an area-specific group, but might be part of a
>  single group, who can, possibly, offer the most in such an effort.
>  So, in that regard, there's probably a fair amount of difference
>  between those two organizational structures.  They will encourage
>  different classes of people to participate.

Nicely said, and many thanks for saying it.

d/
--
Dave Crocker <dcrocker-at-brandenburg-dot-com>
Brandenburg InternetWorking <http://brandenburg.com>






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Date: Tue, 13 Jan 2004 11:55:13 -0700 (MST)
From: Alex Rousskov <rousskov@measurement-factory.com>
To: "Michael A. Patton" <MAP@MAP-NE.com>
cc: icar@ietf.org
Subject: Re: [Icar] Reviewers: One single group or per-area groups?
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References: <5.1.0.14.2.20040109203410.04552a28@ms101.mail1.com>
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Michael,

	I agree with your observation. My no-difference comment was
referring specifically to Margaret's analysis.

	The per-area boards are better if we want to focus on internal
per-area review. A global pool is better if we want to emphasize
cross-area and support no-specific-area review. We will indeed attract
"different classes of people", especially if we also consider open
versus closed pool or AD-ruled versus self-managed board approaches.

Alex.

On Tue, 13 Jan 2004, Michael A. Patton wrote:

>    From: Alex Rousskov <rousskov@measurement-factory.com>
>
>    I see no essential difference between a single board with members that
>    specialize in certain areas and multiple boards with members
>    specializing in board-specific area.
>
> I think one of the most important goals of this group is generalized
> cross-fertilization, and it's just the sort of generalists who
> wouldn't be part of an area-specific group, but might be part of a
> single group, who can, possibly, offer the most in such an effort.
> So, in that regard, there's probably a fair amount of difference
> between those two organizational structures.  They will encourage
> different classes of people to participate.

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Folks-

 Seems that rev 2 is reasonably good. I will post the final version
 incorporating several comments to the list tomorrow morning for the
 final sanity check before forwarding it to Harald.

Alex


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Date: Tue, 13 Jan 2004 22:22:34 -0800
From: Harald Tveit Alvestrand <harald@alvestrand.no>
To: "Michael A. Patton" <MAP@MAP-NE.com>, icar@ietf.org
Subject: Re: [Icar] Reviewers: One single group or per-area groups?
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Michael,

let me just drop by to offer a contrarian view.....
in the current IESG review structure, it is important for me to know that 
(for instance) SOMEONE will have looked at the security issues, and that 
SOMEONE will have tried to compile the MIB if there is one.

So the idea behind area-specific reviews is kind of generalizing this 
concept - that after looking at the list of reviewers and the areas they 
are reviewing for, we're pretty certain that the important angles have at 
least been glanced at.

This, of course, presupposes that that some kind of (implicit or explicit) 
"question list" exists for each area review, and that the sum of all areas' 
questions comes reasonably close to "covering the map" - this is an 
untested hypothesis for the reviewer case, but hasn't been too far from the 
truth for the IESG review case.....

                    Harald



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On Tue, 13 Jan 2004, Harald Tveit Alvestrand wrote:

> let me just drop by to offer a contrarian view..... in the current
> IESG review structure, it is important for me to know that (for
> instance) SOMEONE will have looked at the security issues, and that
> SOMEONE will have tried to compile the MIB if there is one.

Just for the record: The above is easy to ensure with both single pool
of reviewers and a collection of area-specific boards. It is not a
distinction point in the "One single group or per-area groups?"
debate.

In fact, a single pool architecture makes it somewhat easier to
support expertise areas that are not accurately covered by any
existing IETF area. With a single pool, one can "tag" individual
reviewers, and each reviewer may have several tags. The same can be
done in isolated boards, but tagging in a single pool is more
_natural_ than cross-area tagging in area-specific boards, IMO.

Alex.

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Folks,

 Rev 3, the final version before it goes to Harald, below.

 html-diff against rev2 is available at
 http://www.psg.com/~zinin/ietf/icar.charter.v2v3.diff.html

 Alex R., given a good level of support on the list for the current
 text of the charter, I decided not to incorporate the substantial
 changes you suggested, except for a minor clarification of the
 "earlier" part that Dave also brought up--changing the text
 substantially would introduce the risk of having to go through the
 complete rewrite & review cycle again.
 
 Thank all for your comments!

Alex
 
 
   WG name: improved cross-area review (icar)

   Chairs: <TBD>

   General Area Director(s):
    Harald Alvestrand <harald@alvestrand.no>

   General Area Advisor:
    Harald Alvestrand <harald@alvestrand.no>
   
   Mailing list: icar@ietf.org
   Subscription: icar-request@ietf.org
   Archives : https://www1.ietf.org/mail-archive/working-groups/icar/current/maillist.html

   WG Description:

     The WG will work out mechanisms for improved cross-functional
     review within the IETF, addressing the issues identified by the
     PROBLEM WG. This includes a better community review, as well as
     more structured pre-IESG review that may be used to improve
     scalability of the IESG review function.

     Definitions:

      o Cross-functional review: document review covering different
      aspects of Internet technology, including those represented by
      WGs within different IETF areas.

      o Community review: document review performed by individual IETF
      participants and not caused by their responsibilities within
      the IETF management structure.

      o Structured review: more formal and role-based document review
      performed by individuals assuming certain responsibilities (such
      as by WG chairs, directorate and IESG members.)

     It is an explicit goal of the WG to come up with mechanisms
     encouraging early review of the documents while ideas are still
     in the formation stage. An early review is best for catching
     architectural problems while they're still relatively easy to
     solve. In particular, many cross-functional interactions can be
     spotted and dealt with, thus avoiding many "late surprises". A
     final review (currently done by the IESG) can catch remaining
     cross-functional interactions, as well as deal with overall
     quality issues.
     
     The WG will cooperate with others in starting and evaluating
     experiments with early community and structured reviews. The
     evaluation of such experiments may be published as Informational
     RFCs if the group so desires.

     The WG will also coordinate with other WGs involved in the IETF
     reform process on proposed changes to the IETF Working Group
     operations and Standards process if those are considered
     necessary.

   WG milestones:

     FEB 2004: Publish Internet Drafts on improved community and structured reviews
     SEP 2004: Submit draft on improved community review to
               the IESG for publication as BCP
     SEP 2004: Submit draft on improved structured community review to
               the IESG for publication as BCP
     JAN 2005: Evaluate WG progress and potential; close or recharter


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Subject: Re: [Icar] ICAR draft charter rev 2
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Yeah, it's getting there - short note below.


>
>      It is an explicit goal of the WG to come up with mechanisms
>      encouraging earlier review of the documents. An early review is

I would like an explicit discussion of timing scope. Maybe words like
"It is an
explicit goal of the WG to come up with mechanisms encouraging review
of the documents at every stage of development - from drafts under
consideration for WG adoption (do I have this end right?) to drafts
being forwarded for publication"?

>      best for catching architectural problems while they're still
>      relatively easy to solve. In particular, many cross-functional
>      interactions can be spotted and dealt with, thus avoiding many
>      "late surprises". A final review (currently done by the IESG)
can
>      catch remaining cross-functional interactions, as well as deal
>      with overall quality issues.


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Spencer,

  Rev 3 I posted last night expands a bit more on this:

      It is an explicit goal of the WG to come up with mechanisms
      encouraging early review of the documents while ideas are still
      in the formation stage...

  I know it's not exactly what you suggest, but it does answer the
  question of "how early" that was asked several times.

-- 
Alex
http://www.psg.com/~zinin/

Wednesday, January 14, 2004, 6:22:46 PM, Spencer Dawkins wrote:
> Yeah, it's getting there - short note below.


>>
>>      It is an explicit goal of the WG to come up with mechanisms
>>      encouraging earlier review of the documents. An early review is

> I would like an explicit discussion of timing scope. Maybe words like
> "It is an
> explicit goal of the WG to come up with mechanisms encouraging review
> of the documents at every stage of development - from drafts under
> consideration for WG adoption (do I have this end right?) to drafts
> being forwarded for publication"?

>>      best for catching architectural problems while they're still
>>      relatively easy to solve. In particular, many cross-functional
>>      interactions can be spotted and dealt with, thus avoiding many
>>      "late surprises". A final review (currently done by the IESG)
> can
>>      catch remaining cross-functional interactions, as well as deal
>>      with overall quality issues.


> _______________________________________________
> Icar mailing list
> Icar@ietf.org
> https://www1.ietf.org/mailman/listinfo/icar


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Hi Alex,

Just a couple of minor questions/comments:

>      The WG will cooperate with others in starting and evaluating
>      experiments with early community and structured reviews.

Are you intending that the word "early" is applied to both community
and structured reviews, or only to community reviews in this sentence?
In other words, do you mean that this group will work on both structured
and unstructured early review, or is it also intended to work on changes
to the final/later review process?

>      FEB 2004: Publish Internet Drafts on improved community and 
> structured reviews

I'd rather see separate sets of drafts (I assume that these are two
separate sets of drafts?) have separate entries.  Also, is this
intended to be a deadline for the community to submit ideas that will
be considered in the final proposals?  Or is this the date for
publication of the first WG I-Ds?

>      SEP 2004: Submit draft on improved community review to
>                the IESG for publication as BCP
>      SEP 2004: Submit draft on improved structured community review to
>                the IESG for publication as BCP

Based on the definitions that you included earlier in the charter,
I think that "structured community review" is an oxymoron.

Margaret


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