There are many contributors to the Open edX platform that participate in a variety of ways beyond coding - particularly translators, QA folx, members of the Marketing working group, documentation folx, and more. Whilst the Core Contributor Program, Committer role has focused on code contributors, we want to send the message that all contributors to the platform play a meaningful role and deserve the designation Core Contributor. Therefore the Core Contributor Program has defined the following Non-Technical Contributor (NTC) roles.
Core Contributors have a set of Rights and Responsibilities to the Open edX platform. In exchange for those Rights to contribute, we ask for some Responsibilities: this will include signing a Program Agreement and following the responsibilities of the roles that are laid out below.
Who can become an NTC?
What specific roles required is detailed in the below NTC Role Descriptions section. In general, however, people wishing to be NTCs need to show sustained, active performance in the role prior to being nominated as a NTC. We call this the “3 Cs”: Commitment, Conduct, Caliber. That means if you wish to be a NTC, you should begin by joining the Open edX project and participate in a way that’s meaningful to you. Reach out to us if you don’t know how to begin!
NTC Role Descriptions
Roles are listed below; the person listed next to the role is the person most highly responsible for the definition.
edX Legal Requirements: Common for all CCP Participants
We are asking that all Core Contributors, regardless of role, complete the following requirement:
Sign a Core Contributor Program Agreement, sent to you by Program administrators when you are invited to the program. This Agreement covers all NTC role types, so if you switch to a new role or add on responsibilities of a second, you will not need more paperwork (exception: the Committer role requires a bit more paperwork)
Additionally, some roles may require that CCs take the edX Privacy & Security Course, as well as the edX Accessibility (a11y) course (non-Engineering version). Exemptions and/or additions are listed below each role under the “edX requirements” section.
Project manager (leading Open edX projects and/or working groups) - Nimisha
Effectively and efficiently enable collaboration on Open edX projects and working groups.
Perform quality control on the project throughout development to maintain the standards expected.
Create long- and short-term plans, including setting targets for milestones and adhering to deadlines.
Adjust schedules and targets on the project as needed.
Communicate updates and keep the project aligned with their goals.
Serve as a point of contact for the project.
Facilitate group discussions that result in effective decision-making when multiple options are present.
Delegate tasks on the project to community members best positioned and interested to complete them.
Prefer asynchronous discussions to accommodate global timezones.
GitHub - Write Access to GitHub Projects
Miro access for facilitating group conversations
Any additional access, as needed, to support particular projects and working groups that the PM is associated with.
Translation Reviewers - Eden
Translate edX strings into their spoken language(s)
Review/accept translations; serve as arbiters of correct translations
Attend Transifex Working Group meetings
Report edX-specific and uncontextualized strings to the edX team
Identify stellar translators in their language and encourage/support them
Access they already can get for free: translator access on Transifex, reviewing capabilities for their language(s)
Required review of a Transifex training document instead of the privacy and a11y training courses
QA - Sarina
Test the following areas and produce actionable issue reports, following up with coders needing clarification, retesting, etc.
Test new features prior to or immediately after release, including accessibility and internationalization aspects
Test out/exercise named releases
Test and review documentation of features, both new and existing features (maintenance work)
Test and review release notes.
Potentially read only access to Miro
Potentially access to shared Google docs
Access they already can get for free: GitHub read access, devstack, edx.org student account
Take the Engineering version of the a11y course to be able to better test a11y features
Marketing WG members - Eden
Website enhancements to increase consumer site traffic
Representing the Open edX project in public events, event planning and organizing (for both online and in person events)
Transifex contributions for the Open edX platform & website (Italian, French, Spanish, German)
Content Creation: identifying blog content & authors, social media content mgmt., website content in form of videos, images, demos + documentation
Website (authoring roles)
Transifex translator & reviewer access
Social media channel access
Shared space to discuss ideas, posts and launch dates (e.g. Adobe)
Maintain existing documentation: reviewing/updating documentation as needed, including:
Produce new documentation, including:
Test out released features and document their use
Test out developer-facing tools (devstack, Tutor) and document their use
Test out installing/running named releases and document how to do it
(potentially) provide documentation for unreleased features (note: I currently believe we do not have the capacity to support documentation of unreleased features)
Access they already can get for free: devstack, http://edx.org student account
Write access to edX documentation repositories
(potentially) access to shared Google docs & read-only access to Miro, if documenting unreleased features
Product managers - Shelby
Define opportunity areas, other potential teams, gather input from the broader community
Ex ecommerce deprecation - would be good to have a product direction from the community about incorporating other third party payment providers
PM is required to have access to dev resources, so initially will need to be from an affiliated partner organisation or have other access to development resources (perhaps a coalition from the community?)
Unfortunately we do not currently have opportunities for PM work that is not backed by dev effort
For first iteration, we’d like to focus on finding 1-2 PMs who are working with already established Blended projects
May be an opportunity as well to fulfill a role on the Mobile team - more to come.
Has a “champion” relationship with a PM (may act as a mentor/helper - good opportunity for an edX PM without direct reports)
Participates in Product team meetings to present product direction/approaches as needed
Unlikely to have to participate in Consumer Review meetings
In some cases, JIRA/Confluence
Shared Google documents
Participate in an interview with the Product team - may be a case study + an interview with the edX product manager you’d be working most closely with initially
Initially, is working on a blended project
UX/UI - Stacey
Create design work in standard tools for upcoming/in flight projects
Participates in Design Review meetings with edX UX team
Has a “champion” relationship with a UX manager
Unfortunately we do not currently have opportunities for UX work that is not a part of established projects
For first iteration, we’d like to focus on finding 1-2 UX/UI designers who are working with already established Blended projects
In some cases, JIRA/Confluence
Participate in an interview with UX team
Does not start until we hire more UX managers in Q1
Initially, is working on a Blended project
Open Source Pull Request Project Manager - Natalia
Someone external coming in and managing OSPRs - does not need to be affiliated with an edX partner organization
Ideally someone technical enough to understand how complex a given changeset is
Can use CI tools
Able to communicate clearly and concisely to core committers & edX engineering about priority and relative effort
Follows newly incoming requests and triages them
Say Hi on the PR
Route to the proper team
Follows older PRs and bumps them
Ping the author if something’s been waiting on them for a long time
Ping the reviewers if something’s been waiting on them for a long time
We can train you on this job!
Already granted publicly: read access to GH, shared Slack channels
Ability to move ticket states on the open Jira OSPR board
Manage translation pull jobs and correct various language translations as needed
Maintain the translation pull jobs
Transifex admin access
Github access to view output of nightly translation jobs
Potentially write access to GH to maintain the translation pull jobs
Forum moderators - Ned
Re-Categorize new topics
Remove spam posts/ban spam users
Organize older topics as needed/maintain the platform
Respond to topics with high quality answers - pointers to documentation, referral to other users, etc
Moderator role on discuss.openedx.org
Do we still use the #discourse-moderators Open edX Slack channel? if so: add to that channel.
Open Question: Forum moderators will not be exposed to any edX internal details - we will rely on them to be independent operators, much like a volunteer moderator on any other internet forum (like Reddit, StackOverflow, etc)
However, if they need to sign an NDA, they should take the Privacy course
Since accessibility is not a concern on the Forums (the Discourse software takes care of a11y), we do not recommend they take the a11y course.
Open edX Named Release Managers (BTR) - Sarina
Active membership in the BTR guild
Attends BTR meetings regularly
Responsive in the #wg-build-test-release Open edX slack room
Maintains the BTR GitHub projects board
Takes on the burden of either making fixes or finding appropriate parties to address them
Maintain Named Release branches across 30+ key repositories, both the latest and any previous supported releases
Manage merging fixes into these branches
Manage the release of release candidates and point releases, for both the latest and any previous supported releases
Added to appropriate bot allowlist that gives write access to named release branches only (but needs overall write access to all code repos)
What are a NTC's access & responsibilities?
NTCs may need access to…
Internal edX tools
Various Google docs/sheets (WG members/Project mgrs/PMs/UX)
Miro (PM/UX/QA/Project mgr)
Transifex admin (Translators)
Committer access to documentation repos (docs)
Admin access to marketing sites/materials (marketing WG)
Tools that already have access but we should be sure are set up
Appropriate Jira/Confluence access - may involve some access to currently-private spaces
Shared Slack channels
NTC Champion ideation - WIP
Could have a Champion per role type - thinking
The Transifex Working Group will serve as champion for and oversight of Translators.
CE team generally sponsors QA
Internal marketing (Eden?) could champion Marketing WG
Someone on Stacey’s team would champion UX/UI
Unknown who might champion Project Managers - likely Natalia for the OSPR project manager
Product managers need individual champions, likely the person they work most closely with for a given project
Other WG members would be championed by the edX-er most involved in that WG
For certain, UX & Product Management would like their CCs to have a champion.