Obrigado Lisbon! The Sahana Community Bonds over Bacalhau and the Port

I’m just back from six days in Lisbon, Portugal for the Sahana Community Bar Camp, Annual Meeting, SahanaCamp@ISCRAM Disaster Workshop and Simulation, and Interoperability Workshop as part of the 8th ISCRAM Conference, as well as a few days of sightseeing and wholly re-energized about our future.

Participants included: Back row: Zubair Assad, Fran Boon, Michael Howden, Dominic König, Brent Woodworth, Martin Thomsen; middle: Hocine Saadi, Praneeth Bodduluri, Robby O'Connor, Mark Prutsalis; seated: Chad Heuschober, David Bitner, Greg Miernicki

The main theme of the weekend’s events was Community. I’m really excited about the new mission for an expanded Community Development Committee (CDC) and all the great ideas put forth for it by Michael, Bitner, Louiqa and Pat – especially Pat. (Thank you Pat!) I’m also looking forward to being able to step back and let others take responsibility for much of what we do.

I’m also looking forward to the active growth of our membership and receiving the recommendations of the new CDC on where the bar for Membership should be set, and how we can recruit, engage, and retain our Members as active contributors to the Sahana Software Foundation. I’m thrilled that this conversation has already taken hold and ideas are actively being exchanged between our members on these topics.

Thanks

All this would not have been possible without the generous sponsorship of Google, who provided general funding for our meeting and supplemental support to sponsor the expenses of former GSOC students to attend – I’m looking forward to seeing their postings on the event soon; to IBM Portugal, who donated incredible meeting space at the IBM Forum for our Bar Camp and Annual Meeting; and to ISCRAM, who provided a venue and promotion for the SahanaCamp@ISCRAM as well as meeting space for our director’s working meeting on Sunday morning.

I also want to thank all of those who attended our Bar Camp and Annual Meeting. In addition to having 9 other Members of the Foundation with us in Lisbon (David Bitner, Praneeth Bodduluri, Fran Boon, Chad Heuschober, Michael Howden, Dominic Konig, Greg Miernicki, Martin Thomsen, and Brent Woodworth), we had two former GSOC students from last year – Zubair Assad and Robby O’Connor, Eero Pyktaillenan of IFRC, and Hocine Saadi from CERIST in Algeria. Thank you all for coming.

Highlights of the Sahana Annual Meeting Events

I took an informal poll of everyone with us in Lisbon on Sunday night – the last we were all together, which went on into the early morning hours because no one wanted to leave, on what were the three highlights of the weekend… and here’s what they said:

Community Calls: There is no replacement for face-to-face time, but in absence of an annual opportunity to spend quality time together, as we just had in Lisbon, we need to find time to talk to each other – not just ping e-mails or IRC chat around. I announced at the Annual Meeting that we would hold monthly community calls at two different times to enable the greatest amount of participation from our global community. There is no substitute for talking to each other directly to promote better understanding. In keeping with new emphasis on assigning individual’s a clear role/title with attached responsibility, I’ve accepted Michael Howden’s offer to coordinate these calls – he will be responsible for posting an open agenda so anyone can add topics that they would like to talk about or news they would like to share – and to find a time that works best for most people and then facilitate the calls or find someone from the community who can do so if he is not available. I personally will do my best to attend both calls every month no matter the day and time in order to mostly listen and answer questions.

The Rise of the Standards and Interoperability Committee: It was nice to see that out of a 2-hour bar camp session on interoperability that the community found a mission and a concrete project for the Standards and Interoperability Committee to take on. Eden and Agasti living together in harmony? Is this the end of the world? A sign of the apocalypse? Or just the result of getting some very smart people in the same room to share ideas and look what came out: An ontology project! Awesome. You’ll be hearing a lot more about this.

The SahanaCamp@ISCRAM Disaster Simulation and Workshop: It was a nice opportunity to see a roomful of new folks banging on our software. And so much interest on part of academics and responders in attendance. In fact, head of Portugal’s Volunteer Fire Fighters has approach us subsequent to the event about setting up a partnership. Also incredible to see Sahana product Mayon for the first time, a truly powerful planning tool, alongside Vesuvius for missing persons tracking, and Eden for resource management. After spending three days together and going through the bar camp and workshop, product differentiation has never been clearer. The landscape has plenty of space for Mayon and Vesuvius to peacefully co-exist alongside Eden – in fact, you will be hearing a lot more about how Eden can be a data provider to the planning and resource management capabilities of Mayon, and vice-versa in the coming months.

The Interoperability Workshop at ISCRAM

Many of the Sahana community also participated in person and virtually at the ISCRAM Interoperability Workshop. While I was there to help coordinate on site, most of the work organizing this event was done by Chamindra de Silva, who wasn’t able to attend due to work obligations. But he did a great job pulling together the right people and chairing the session remotely. At ISCRAM, Sahana members Greg Miernicki and Dominic Konig were present for the testing, along with Ping from Google. Tim Schwartz and a large team at NLM (Glenn, Mike, Merwan, Leif and possibly others) participated in the testing of exchange of data with Google Person Finder using the PFIF data standard. As Chamindra pointed out, this type of testing is important to carry on.

Personal Notes

For me, the highlight of the week was the Community bonding I saw take place by having so many of our community able to spend structured and unstructured time together. I feel blessed to have been able to bring everyone together in Lisbon and watch quantum leaps forward from that face time result. What a great group of people. Thank you all for coming and being so positive and collaborative.

Some of my other favorite things to remember from the week:

  • Zubair’s high energy and lightning sightseeing. He participated in all events and saw more of the country (yes, he left Lisbon) at the same time than those of us who stayed a few extra days for that purpose by getting up early and ducking out from dinner.
  • Becoming BFFs with Robby on Foursquare because we kept checking in at all the same places.
  • OMG the best steak any of us had ever had at that French restaurant by the waterfront @ La Brasserie de L’Entrecote http://www.brasserieentrecote.pt/
  • Michael and Kari (especially) as our evening social event coordinators.
  • So nice to finally meet Lifeeth in person.
  • Everyone being surprised to find out that we all agreed about just about everything.
  • Fran, Chad and Dominic who just couldn’t stop talking to each other about all they could do together.
  • Two days of sightseeing with Bitner

And hey – what about the new branding and web site – which will launch in a couple of days now?

It’s been a long, hard road to get as far as we have, but the future is so bright with major stakeholders now enthusiastically wanting to adopt Sahana and promote further adoption of Sahana – from large US municipalities like Los Angeles and New York City – to Red Cross chapters across the US and across the world – from Asia Pacific to Europe – and support for first responders like the Associação Portuguesa dos Bombeiros Voluntários (Volunteer Firefigthers Portuguese Association),  and participation in our bar camp in meeting by stakeholders such as IFRC’s Eero Pyktaillenan.

Finally, I’m thrilled to welcome OSUOSL’s Leslie Hawthorn to the Board of the Sahana Software Foundation. Leslie, as you may know, has been a strong supporter of Sahana for years now, dating back to when she ran the Google Summer of Code Program for Google as their Open Source Programs Manager, Since joining the Oregon State University Open Source Lab some months ago, she has helped us arrange to move our infrastructure over to OSUOSL, has dived in to helping us with marketing materials – especially for the new web site and been a close advisor of mine and I know is just dying to support our community development initiatives. Welcome, Leslie!

And, as always, Go Forth and Do Good!

Posted in Announcements, Events | Tagged , , , , ,

What Disaster Relief 2.0 has to say about Sahana – it’s all good

Last week, I wrote on giist, my personal blog, about what I see as important messages that the Sahana community should take away from the UN Foundation report Disaster Relief 2.0: The Future of Information Sharing in Humanitarian Emergencies in The Sahana Singularity.

I suggest you read the original post and definitely read the report in its entirety.  The main takeaways I found are:

1) It makes a clear call for financial support for our work – right from the executive summary, which notes that Sahana is one of the organizations that “approach problems in ways that challenge the status quo” while “struggling to attain financial sustainability.”

2) It stresses the importance of being a part of the system of trusted partners with traditional humanitarian relief and response agencies and places responsibility on organizations like Sahana to act responsibly.

3) It makes a call for professionalization that is very much in line with the path that we are on with our strategic planning initiative, including the adoption of devices which we have been strong advocates for, such as a Humanitarian-FOSS code of conduct and a  Maturity Model.  But what’s really needed is capacity building based on having the financial resources to professionalize much of the volunteer work we have been doing, and of course, building a service industry around Sahana as well.

4) Finally, the report documents in clear and certain terms the importance of open source, open standards and the effectiveness of Sahana’s solution using the case study of our work to geo-locate the hospitals in Haiti and then make that data available to 1000s via easy to access feeds in multiple data formats.

I hope this teaser prompts you to read more.


 

Posted in Announcements | Tagged , , ,

Time to Register for our Annual Meeting Events

I hope you have heard – the Sahana Software Foundation is holding it’s second annual meeting in early May in Lisbon, Portugal.  I, for one, am looking forward to some fabulous face-time with our community.

Get ahead of the game and REGISTER now for our three fantastic events (we do need you to register separately for all three events even if you have confirmed to me that you are attending separately – thanks):

In the best traditions of FOSS, these events are all free to attend and open to anyone who wishes to come.  Please feel free to share the information and registration links through your own networks.

These events would not be possible at all and certainly not free to attend without generous sponsorship of the following organizations:

Gold Sponsors:

Event Sponsors:



Posted in Announcements, Events | Tagged , , , , ,

Takeaways from Camp Roberts East

The Sahana Software Foundation participated in the most recent RELIEF experiments, which took place the third week in February in the Washington, DC area for the first time – familiarly called “Camp Roberts East” in reference to the central California location where these experiments usually take place. RELIEF – which stands for “Research and Experimentation for Local and International Emergency and First Responders – is a US Naval Postgraduate School Field Experimentation Program – that has expanded over the past couple of years to include support for humanitarian operations in collaboration with National Defense University’s Star-Tides Program.

RELIEF is an important venue for the Sahana Software Foundation because it is neutral space and is about experimentation, not evaluation. This is not an exercise. It is about innovation, cooperation, collaboration, trying new things and designing and developing solutions to commonly described problems in disaster information management. Participants are allowed to fail – something that normally can have major negative consequences for an organization in a formal exercise or evaluative environment.- but I’m glad to report that SSF continues to make breakthroughs and impress every time we attend one of these events.

RELIEF is also an important opportunity to bring together Sahana software developers, who normally do not get to work together in person to spend a significant amount of quality time together discussing requirements with stakeholder organizations, designing solutions, and working together on code.

Our team was composed of SSF Director David Bitner, Sahana Eden members Dominic König and Pat Tressel, Sahana Agasti members Glenn Pearson and Greg Miernicki, and myself. Several other members of the National Library of Medicine team who work on and with Sahana Vesuvius software also attended the hotwash (after action/lessons learned) session on Friday, including Michael Gill, George Thoma and Merwan Rodriguez.

Dominic König (center) and Pat Tressel (right) of SSF at RELIEF [James Musigo and Joram Mwangi from the University of South Alabama at left

There were two focuses to the experiments: one was on building a process for sharing geospatial data that the NGA (National Geospatial Intelligence Agency) might be willing to make available for humanitarian purposes, and the other was to look at the requirements for addressing the hospital geo-location and status challenge that was never solved for Haiti (to this day) and to design a specific solution based on everything we’ve learned thus far on how to go about doing this.

Hospital and Medical Facility Status and Location Registry

This last task was where the focus of our coding efforts was spent during the week, and we have designed an elegant solution that I believe may serve as the basis of a permanent open data repository of global health facility information – a master list if you will. While some code still needs to be written to make this operational, we plan to host and stand up a system to allow stakeholders to evaluate its value and if it gains traction, we will look to move this to a permanent public site. A separate post will describe this project in much more detail.

Other Highlights and Lessons Learned

For now, I would like to highlight and outline a number of outcomes from the four days spent at RELIEF 11-02 / Camp Robert East from 22-25 February 2011:

Situational Awareness: Lin Wells noted during the opening briefing that situational awareness should not provide a single bucket for everyone. In fact, they are trying to wean the US Department of Defense (DOD) away from the concept of the “Common Operational Picture” or COP and towards more of a user-defined operational picture. Different strokes for different folks – you should not force everyone to see the same picture. Implications for Sahana development would be customized views generated by the user (advanced user function) or pre-defined views based on user roles (simplified for the basic user).

Collaboration: One of my personal goals was to get the Eden and Agasti teams working together. This took place very organically and naturally, and some paths were found for Vesuvius to be able to consume the hospital data that Eden will be serving out. And of course, Pat did a great job at recruiting the Agasti PMC chair Greg to “do a little python”. I was also thrilled that two members of the University of South Alabama team from the Center for Strategic Health Intervention – James Musigo and Joram Mwangi – that works on the Alabama Incident Management System (AIMS) were there. They joined us in designing the hospital and health facility repository, and I think even learned a little python as well.

Translation: As part of my ongoing quest to limit duplication of efforts between our projects, we had a good internal conversation about the need to have a common translation and localization service for all Sahana software projects. Our current Pootle server has been supporting translations and localizations of Eden releases and is maintained and supported by the Eden team. One of the ways that we can expand the use of this resource and maximize its efficiency was suggested by Dominic, who proposed that a merged PO file could be created that could serve as the basis of a translation/localization for both an Eden and an Agasti release. This would eliminate the need to translate common strings for both projects (such as “First Name”, “Family Name”, Street”, “City”, “Country”, “Telephone Number”, “E-mail Address”, etc.), and maximize the use of scarce translation services.

NLM has agreed in principle to help administer and maintain the pootle server for use by Agasti; they also have access to highly-skilled translators through NLM and NIH that I hope (cue arm twisting music here) would be able to contribute translation/localization services such that both projects would benefit. We are also working on a possible donation of localization services from a global corporation to focus on providing translations and localizations of a Sahana PO file into at least the six official UN languages, plus additional local languages as identified in potential disaster-prone countries (this program to be announced soon, I hope).

This renewed focus and effort on translation and localization is needed; the experience of Project 4636 in Haiti and the success of organizing offshore volunteer translators through Crowdflower or Samasource via these organizations, as well as Crisis Commons and the individuals such as Rob Munro who organized the SEIU creole-speaking volunteers originally, is a resource we should be able to leverage in the future for emergencies and on an ongoing basis to provide translations of all Sahana releases in multiple languages.

If anyone is interested in taking the lead on this, who is not already fully or more likely over-committed to a specific Sahana project, I personally would support setting up a L10N incubator project to manage this process. Please let me know if you are interested or would like to suggest someone for this task.

Security Roles and Single Sign-On: This might be a bit away from full implementation, but we discussed the advantages of having a single-sign on between Sahana Eden and Agasti. This would simplify the use of both systems in environments where both systems might be deployed and facilitate much greater potential for interoperability and data exchange services between them, as well as being a major convenience for users. This also would likely tie nicely into the proposal to establish a global directory server, an app store, as well as mobile applications that might not be tied to either Eden or Agasti but could and would be able to send/receive data via both web services and SMS/MMS (as described in an earlier post).

In order to achieve this, it was discussed that both Eden and Agasti would have to set up similar authorization standards to address the commonality of roles – such as allowing an individual to have multiple role-assigned permissions (Eden) vs. having only one (Vesuvius). It was agreed in principle amongst those present to work towards designing a common system that would support a single-sign on (such as through OpenID) with a shared understanding of roles and permissions for users.

The standards for Sahana security need to be built out by all projects (including Mayon) on the Standards: namespace on the wiki such that it can be implemented by each project. I’ve already created a placeholder for this here and I hope that the Standards and Interoperability Committee will get involved here is facilitating the scoping of these requirements.

Product Confusion: Despite the best efforts of the strategic planning effort for the Sahana Software Foundation now underway, we were repeatedly asked to explain the difference between Eden and Agasti, to explain why we had two projects (never mind three!) that were either not totally identical in capabilities nor totally distinct from one another. I gave the standard and best answers we have for this – from the community perspective (it maximizes our volunteer pool to be able to recruit both PHP and Python programmers!) to the logical divergence of capabilities and customers (Eden is for emergency deployments, international organizations, platform for rapid development of new capabilities; Agasti a suite of applications developed to the detailed specifications of large municipality emergency management organizations with needs for high reliability, performance and scalability) to the truth (Eden is a rewrite of the original Sahana application in PHP; Agasti is continuation (and Mayon another rewrite) of the original application with some divergence of features based on specific customer needs). None of these answers seemed to satisfy, which was disheartening, to say the least.

That said, our strategic planning team is undertaking a simple language writeup to explain the different products in the Sahana Software Foundation portfolio; and we are going to use that for our marketing over the next six months or so – even if it may offend some purists out there. Sorry for that.

Ease of Deployment/Adoption: Coming out of the discussion on product differentiation is this: The truth is that Sahana customers should not care whether the system is written in PHP or Python – unless they plan to support feature development themselves (which, admittedly, many do). I have been asked from multiple potential customers of Sahana software which one they should deploy. In many cases, to me at least, the choice now is fairly obvious as Eden (especially as we are in a post-Krakatoa stage with a few distinct modules available from Vesuvius and Mayon not scheduled for a release until late in 2011) – but there has been more than one case where a combined solution might be suggested for a long-term project but the customer does not feel they can support two new platforms and has expertise in neither currently. We need to minimize the barriers to adoption if we are going to support multiple projects built on different platforms that are complex to install, deploy and support.

But Sahana software is by nature going to be complex to deploy and maintain because it is a complex data management system. It is nothing that one can download and install on a desktop on multiple platforms with a simple installer and then forget about it (though that would be a nice goal). It is somewhat the nature of FOSS and somewhat the nature of deploying a database-driven solution that is usually highly customized to local conditions. The concept for the module manager worked on during last summers GSOC and offered again for this summer’s GSOC as an app store platform that could support both Agasti and Eden is intriguing and hopefully will address some of this. An automatic updater is a nice add-on to these features as well. Tie it in with a global directory server and we’ve come a long way towards minimizing the barriers to sustainable independent deployments of Sahana software.

So, what else can the Sahana Software Foundation do to address this challenge?

  • We need to offer (or work with commercial companies who can offer) hosted solutions – SAAS – as we did for the Haiti earthquake, for the Pakistan and Colombia floods, and we do for Humanity Road on an ongoing basis.
  • We need to support a healthy community of commercial companies who can provide deployment, customization and maintenance and support services for customers who want to deploy Sahana software but do not feel technically capable of doing so themselves.
  • We need to expand our training program to include new local partners around the world who can help support Sahana deployments.
  • We need to extend our partnerships with the Standby Crisis Mappers Task Force and Crisis Commons as a means of training additional volunteers who can provide support to deployments – in times of a disaster response and especially in between disasters.
  • And most importantly, we can and we must work ourselves on major enhancements towards lowering the complexity level to install and deploy Sahana software. A suggested GSOC project for Eden to migrate a lot of the configuration issues from having the manually edit a . file into one accessed through the front end admin system will be a giant step in the right direction; and I’m thrilled that my GSOC student from last summer – Shikhar Kohli – has volunteered to mentor this project idea – despite the limited amount of time I found to work with him last summer (and thanks Michael Howden for bailing me out on this).

Vesuvius!!!: I got my first good look at Sahana Vesuvius 0.9.0 release which came out about a week before RELIEF 11-02. Vesuvius provides a pretty sophisticated missing and found persons registry, designed to interface with Google Person Finder (though some work is now being done to complete round-trip updates to PF). It has a great user interface for searching and filtering records (better, honestly, than Google Person Finder), and ties into a hospital administration and triage system as well. This provides a key capability not found anywhere else – tying triage intake records that are sent ahead to hospitals for admissions purposes directly to the missing/found persons database.

This is an extremely tactical system and should be of high value to local jurisdictions. Global public repositories of missing and found persons like Google Person Finder, or the American Red Cross’s Safe & Well System, or the ICRC’s Family Links System do not address the need of local emergency responding agencies to have an intake system for missing persons reports. If there is a disaster in a large city in the developed world with an established emergency management system in place, people are going to call 911/119/111 systems; they are going to call local hospitals; and they are going to call 311 (if such a system is in place). Those responsible agencies are going to record missing person reports – they are not going to direct people to or use in the immediate aftermath a Google Person Finder, Safe & Well or Family Links site. These systems come online days later and are used for crowdsourcing community reports across vast geographic areas. Vesuvius provides such a system, where if implemented by local hospitals as it is in Bethesda, Maryland as part of the Bethesda Hospitals Emergency Preparedness Partnership (BHEPP), can serve the needs of the local emergency management authorities to care for their population.

TriagePic adds an incredible capability with incredible potential that I’m not sure even the team at NLM realizes. TriagePic allows you to take a digital photograph of a victim using a mobile device or laptop with webcam – and to enter basic identifying information about the victim and their condition (according to local medical/hospital protocols – green tag, yellow tag, red tag, grey tag, black tag). It also forwards (by e-mail) this intake record to the hospital that will be receiving the patient as well as the Lost Person registry (to identify the person as found but injured). Patient data is sent in several formats, including PFIF and XML. I see this as a tremendous asset for USAR teams, who, with minor modifications, could use such a system when pulling victims out of collapsed building. This should be built out as an Android and iPhone application as well. Vesuvius’ Lost Person Finder does have an associated iPhone application already for reporting and searching for missing and found persons.

NLM's Glenn Pearson demonstrates TriagePic and Sahana Vesuvius at RELIEF 11-02

The take a look at Vesuvius, there is a live site up which includes several test and live data sets.  Please be careful as the data for Christchurch and Colombia is live. There is also a demo data set for testing. The Haiti data is located here as a historical archive. It’s all pretty impressive.

Vesuvius Christchurch Earthquake People Locator Site

Outside of local jurisdictions in the United States and developed world, international urban search and rescue teams should be interested in the capabilities of sending forward victim triage information to local health facilities and missing persons registries. There is huge potential here.

Conclusions

The Sahana Software Foundation got great value out of attending the Camp Robert East / RELIEF 11-02 experiments in Arlington, Virginia. The time together – face-time – with ourselves is invaluable, as is focused time to work on extending Sahana’s capabilities in a neutral collaborative space. The outcomes and lessons learned from this experience will endure and make us stronger as an organization and as a community.

I want to thank everyone from the Sahana community who volunteered their time and brainpower to support this event and to represent the Sahana Software Foundation so well – David, Dominic, Pat, Glenn, Greg, Mike, George, and Merwan.

We also owe a huge debt of gratitude to John Crowley, who organized the event for NDU and NPS and whose facilitation of the experiments and the planning leading up to it, and has helped keep the dream alive of finding a solution to identifying critical health facility information in a post-disaster environment – as disheartening as the Haiti experience was for all of us in this regard. Also Lin Wells for continuing to push for including open source solutions in what government looks to for solutions. Our collaborators at the University of South Alabama – James Musigo and Joram Mwangi – as well as Carl Taylor in absentia, who contributed greatly to our work during the week. I would also like to thank Cat Graham of Humanity Road who attended the event at my urging and contributed to the discussion as to the needs for the hospital and health facility system. I am hopeful that our system will become their system for tracking health facilities in all contexts. There were others who all were part of a collaborative neutral space environment that made it possible to us to be effective.

John Crowley

The Camp Roberts environment (the actual Camp Roberts – with all its kit foxes, rattlesnakes, tarantulas, lack of internet and crazy UAVs crash landing into nets) is a better suited environment than a conference room in a suburban office to replicate a disaster and emergency development environments. The next event at Camp Roberts is going to conflict with our planned annual meeting and the ISCRAM conference in Lisbon, Portugal (first announcement of that one – you heard it here first!) – but I would like to see a significant participation level by our community during the early August RELIEF event.

Let me leave you with one of Todd Huffman’s information sharing rules: give people back information as good or better than what they gave to you. That should be a central principle of what we try to achieve with Sahana software projects. Because if we can do that, there is no limit to what we can achieve.

Go forth and do good!

Posted in Events, Standards, Tests, Trainings and Exercises | Tagged , , , , , , , , | 1 Comment

SSF and GCI Part 2: Lessons Learned from the Google Code-In

I titled the previous post on the Google Code-In as “Exhausting but Rewarding” and it was pointed out to me that this might be taken negatively, especially as I didn’t spend much time explaining what I meant by calling it “exhausting” outside of my thanks to our tireless admins and mentors at the end of the post.   But rather than change the title, I’ll address those issues here in some detail (and with a much blander title).

First, I want to make it clear that from the perspective of the Sahana Software Foundation and its Community Development Committee, which I represent and whose mission is to coordinate SSF efforts to foster relationships with organizations and institutions that produce new Sahana developers and active community members, the overall experience was incredibly rewarding.

The GCI Experience for Admins and Mentors

After a slow start for us to get good students interested in the tasks we wanted work done on, we definitely found that the value of student contributions to us improved as the program went on.   At first, I think we were all finding our way and trying the figure out what tasks would be a good experience for students while providing some nominal value to the Sahana Software Foundation.  Our expectations, especially for coding, were particularly low, but we didn’t really know what to expect.   We found out that there were several pre-university students out there who were very capable of getting into the code; (in fact, we may have to ask “rfw” to serve as a mentor for our Google Summer of Code (GSOC) program until he is old enough and eligible to be a GSOC student).

Non-coding contributions turned out to be much more inconsistent.  So we ultimately did get more value out of the testing and coding tasks than the non-coding tasks.  This was, as I said, unexpected, but I wonder whether it perhaps limited the participation of non-coding students in the GCI.  One recommendation would be to build into the “contest” a requirement that students complete tasks in multiple areas, in order to maximize their points (or cash) rewarded.   This would encourage more diversity in the types of tasks that students complete and level the playing field between the coding warriors and other students interested in participating and contributing to open source.

As others have mentioned in the GCI discussion group and in their own wrap-ups, GCI proved to be a ton of work to administer and mentor – far more work than GSOC – and almost the opposite of our expectations going in.  There was lots of unexpected effort required to mentor and especially administer the program by keeping our task list up to date, reviewing claim requests and completed task submissions.  We had to delicately (and sometimes indelicately) balance the demands of of the students participating in a contest with the obligations of mentors to their jobs, families, and selves.   There were high demands made by students “competing” for prizes on us to get their claims accepted and tasks reviewed and approved so they could do another, some who seemed to have very little patience with the fact that mentors and administrators often have, again, lives outside of (gasp) FOSS.   And this was very apparent on the GCI discussion list where students complained even on December 26th that mentors were not responding, somewhat oblivious to the Christmas holidays that many (not all) celebrate at that time of year.

As an organization, we set a standard of 48 hours to turn around requests made on the Melange system, and published that on our GCI page on our wiki as well as announced it to the GCI discussion group.   We were usually better than that; and sometimes admittedly much worse.  Personally, I was offline for almost a week in late December; spending time with my kids who were out of school both at home and then away for a few days on a ski holiday over the New Year; I won’t ever apologize for that.   And I know some of our other mentors took some well deserved and earned time off during this same time period.  Good for them.   Perhaps future GCIs should consider officially suspending for the 8-10 days around the end of the year.

For the rest of the GCI program time, 48 hours to respond to claim requests, to answer students’ questions, or to review the submission of completed tasks seemed totally unacceptable to both students and mentors (from opposite ends – it’s too long for the students and not enough time for the mentors) – but that’s the standard we decided we would try to meet.   Students would still claim a task, pop up on IRC and immediately bug anyone they can find to immediately approve it; then do the same as soon as they have submitted their completed work (sometimes within minutes of a claim being accepted) so they can move on to the next task.  Patience is a virtue.

Another recommendation for future GCIs would be to structure the program to better protect organization mentors and admins from these type of constant demands.  I don’t know how to do this fully, but I do know that during GSOC, given the longer timeframes that students are working on projects, we are able, as admins and mentors, to schedule and carve out the time that we can commit to work with students, plan weekly meetings, and fit support for GSOC better into our schedules.  Like many FOSS projects, we are a global and volunteer-driven community.   We don’t have staff assigned to support GSOC or GCI as admins or mentors, so this balancing act is critical; and it is critical that the programs we participate in are good fits to us as well.

Changes to the Melange system might help alleviate some of these pressures, such as eliminating the requirement for mentors or admins to approve claim requests, and allowing students to claim another task once they have submitted one as completed (but before it is approved or sent back for more work).   This would allow students to continue to work on tasks without the pressure of waiting for mentors or admin approvals before they move on to the next task.

The Melange system also continued to be buggy at times and the process of making enhancements on the fly had the effect of introducing bugs and changing business processes in the middle of things, without notice to all mentors or admins, so we had to figure things out for ourselves, which added time and another layer of complexity, administrative oversight, and management by our teams of mentors and admins.  This was true especially at the beginning of the program as everyone was finding their way.  We understand that it is an iterative and open source process, but the headaches caused by the overhead required were truly overwhelming at times.

We also found the experience of having students work on small pieces, short-term tasks, rather than a longer project that spans into months like Summer of Code efforts, to be useful and distinctly valuable from the contributions we get from programs like GSOC. However, this required a lot more effort on our part to conceptualize and define tasks and provide supporting documentation and materials such that students could jump in, understand a task quickly, and begin work on it immediately.  So we have to balance the value of having smaller task-based work completed against the additional time required.

Finally, there were clearly some issues in consistency in assigning point values (difficulty) to tasks both within and between organizations participating in the Google Code In.  This led to public charges of unfairness and even (gasp) cheating on the discussion lists, but I feel pretty comfortable that all participating organizations in GCI were responsible to the program and Google’s intent here.

One change that would help us is to allow organizations to change points values after tasks are claimed or even completed.   We admittedly over valued some tasks early – we clearly gave out a lot of 4-point easy bug fix tasks early in the program – but was no way to change point values for a task once it has been claimed and accepted.   We later figured it out how to handle it by having students complete task before evaluating the difficulty… then we would create a task, allow the student to claim it, accept the claim, and then would accept the work as complete a minute later.   It all gets processed by the Melange system in a minute or two so it looks like something sneaky is going on – but in fact, the governance process allowed by that process is much stricter and legitimate because it allowed our more expert code reviewers to assign difficulty levels based on the work completed and effort undertaken.  It was the same for bug finding; lots of experienced folks would validate new tickets before any points were awarded.   This was a good governance process, but it took a *lot* of work that took away from our core team’s support for ongoing software development and disaster response operations.  This needs better balance in the future.

I would also strongly recommend to Google that effort in terms of time spent should be a factor in points being awarded to balance the range of difficulty assigned to different tasks – or even the same task.  For example, there were many coding tasks that are fast and easy for an experience coder to complete that could be almost impossible for a novice.   If someone can provide eight code patches in a day, that – to me – is worth no more than 2 points total – based on the effort (time x difficulty for the individual) – not 20 or more points that were sometimes awarded.   With a scale like that, more students might have worked on the more esoteric non-coding tasks like learning about and researching data standards and making recommendations on how to implement them, because they would be proportionally rewarded for the time and effort they put in and not just on the result.  [I still think that our research tasks were brilliantly scoped and valuable, and I’m glad to hear from Dominic in response to my last post that someone is working on the EDXL-HAVE research for us outside and beyond the GCI program].  This would also avoid the sprint to the finish that consumed everyone over the last 24 hours of the contest (ending on a Sunday! – that should also be rethought).

Summary

There were a lot of thoughts, findings and recommendations in this post.  Let me distill and summarize and organize them here:

Lessons Learned

  • Student contributions to us improved as the program went on
  • Some pre-university students are very capable of advanced coding tasks
  • GCI proved to be a ton of work to administer and mentor – far more work than GSOC – and almost the opposite of our expectations going in.
  • We had to delicately (and sometimes indelicately) balance the demands of of the students participating in a contest with the obligations of mentors to their jobs, families, and selves.
  • Using Melange continued to be challenging and often added time and another layer of complexity, administrative oversight, and management by our teams of mentors and admins rather than simplifying the task of running the program.
  • Short-term tasks approach resulted in value; needs to be balanced against additional time required.
  • There were issues in the consistency in assigning point values (difficulty) to tasks both within and between organizations participating in the Google Code In.

Recommendations

  • Require that students complete tasks in multiple categories, in order to maximize their points (or cash) rewarded;
  • Consider officially suspending GCI for the 8-10 days around the end of the year;
  • Structure the program to better protect organization mentors and admins from these type of constant demands through, for example, eliminating the requirement for mentors or admins to approve claim requests, and allowing students to claim another task once they have submitted one as completed (but before it is approved or sent back for more work).
  • Allow organization admins to change points values after tasks are claimed or even completed.
  • Change the points formula to include effort in terms of time spent as a factor to balance the range of difficulty assigned to different tasks – or even the same task.  (Points earned = effort x difficulty).

Conclusion

From a community development perspective, programs like the Google Code-In provide an invaluable opportunity to expose students to open source software in general, and Sahana Software Foundation projects in particular.  We aim to give students a good experience with contributing to an open source project, and hope that they return as volunteer contributors, future mentors for our GSOC and other internship programs, as committers and PMC members.   If we get some actual code or tasks completed that are of value to us at the same time, that is a bonus but it is not why we support these programs. Over the years, we have gotten a lot better at accomplishing both.

During the Google Code-In, no less than six former GSOC students for the Sahana Software Foundation served as mentors.   Historically, students participating in the Google Summer of Code with the Sahana Software Foundation have produced 4 members of our Project Management Committees; 6 Members of the Sahana Software Foundation, and 1 member of our Board of Directors.  We have a pretty good retention rate of GSOC students who continue to contribute to our projects voluntarily, long after GSOC is over, approaching 50% (for all participants dating back to 2006), and hope for some continuity with our GCI students.  In addition, two students at Trinity College’s HFOSS Project who worked on Sahana Software projects as part of their Computer Science coursework also graduated to become committers, and the HFOSS Program directors Professor Ralph Morelli and Trishan de Lanerolle, are valued Members of the Sahana Software Foundation and also both serve on one of our PMCs.

One of our GCI students, “rfw”, by coincidence, attends the same high school in New Zealand as Michael Howden, one of SSF’s GCI admins and mentors. Michael had the opportunity to introduce him to Rob Coup, who runs Koordinates, on open source company specializing in online mapping systems, and who has previously mentored for the Google Summer of Code program.  As a result of his work during GCI, and positive impression he left on our mentors and administrators, Koordinates offered rfw a part time job. Rob related to us: “The whole Koordinates team was impressed by [rfw]‘s smarts, experience and the wide range of work he’d done as part of Google Code In. The very least we could do was offer him part-time work around his studies.”   Michael suggested that I share this as we believe that these positive results are something that Google is trying to achieve through these programs – giving students professional opportunities to advance themselves in the world of open source.

We share this calling, and because we believe that programs like GCI and GSOC and HFOSS help us to grow a strong, healthy, diverse and ever-growing community of volunteer contributors to Sahana Software Foundation projects that will help us achieve our mission to help alleviate human suffering following disasters through the application of open source information management capabilities. So that’s the rewarding part.

We certainly hope that some of the changes recommended here can be considered for future GCI programs to remove some of what seems needless overhead and burdens on our program admins and mentors, as well as the word “exhausting” from our wrap-up.

Posted in Community Development Programs | Tagged , , ,

SSF and GCI: Exhausting but Rewarding

The Sahana Software Foundation’s participation in the Google Code-In was completed this past weekend. We were honored to be one of just twenty participating open source organizations in the GCI , a contest sponsored by Google to introduce pre-university students to the many kinds of contributions that make open source software development possible. Overall, the experience was… exhausting but ultimately rewarding.

Highlights of the Sahana Software Foundation GCI Program

164 Tasks were completed by students for the Sahana Software Foundation, most of these in the area of testing (finding, verifying and validating bugs in our Sahana Eden software: ~80 tasks) and completing patches/code from our ticketing system (58 tasks, which were accepted only when our project accepted and committed the patches to our main trunk of development).

So the clear highlight of the program was the incredible effort and focus on testing and improving Sahana Eden, our software project that was used in the response to the Haiti earthquake, Pakistan floods, Veracruz hurricane last year, and the floods in Colombia today.  This was a highly effective and focused effort led by some of the leaders of our Eden project working closely with GCI students on an ongoing basis.

We were particularly proud to work with “rfw” who was the overall points leader at the end of GCI.  Congratulations! He completed a large number of coding tasks that were on our ticketing system for Sahana Eden’s development team that spanned a range of capability enhancements, bug fixes, and UI improvements. He quickly picked up the code and coding conventions and was able to make significant contributions to our project in a short period of time.

Another area of impact of GCI on our software projects was in the area of user documentation and guidelines for our Sahana Eden project, including some fascinating (to us) video tours that are supposed to show users how different Sahana Eden modules are to be used, but rather demonstrated how the students understood their use. Examples:

Sahana Eden Logistics Management Video Tour

In the area of outreach, we had new dokuwiki and trac themes completed for our main wiki and Sahana Eden project that are more consistent with our Foundation web site. We had enhancements made for that drupal web site, including a twitter feed plug-in and IRC chat integration. Several of these will soon be implemented on our sites so the work in this area was much appreciated. We also had a couple of students design new Sahana software project logos that were good efforts, but honestly nothing we will use but definite ideas for the future to build on.

We had a student translate our Sahana Eden software into Romanian! Hey, it hasn’t been high in demand in the past, but who knows, the next major disaster could very well strike Romania. We certainly hope not, but if it be does, we’ll be ready.

Finally, in the area of user interface, we had students complete several tasks to design different types of map marker and application icons for Sahana Eden and its mapping client.

We were somewhat disappointed that no students took on some of the more interesting research tasks we came up with, such as researching EDXL standards and making recommendations on how they could be implemented by Sahana Software Foundation projects…. maybe next year we’ll find a way to make these types of tasks more enticing.

Conclusion

We were gratified to participate in the GCI program because we believe in the mission of exposing pre-university students with a good experience with a FOSS project, and I think we were successful in this. We have also captured some lessons learned and recommendations for the GCI program that we will share in the next post here that we hope can be adopted by Google before it is run again.

Thanks

I must extend extreme and upmost thanks to the tireless and selfless work of my co-administrators – Michael Howden and Pat Tressel – who did the bulk of the work. We had a large team of mentors who supported our program: Zubair Assad, Chamindra de Silva, Charles Wisniewski, Darlene McCullough, Gihan Chamara, Abhishek Mishra, Praneeth Bodduluri, Louiqa Raschid, Dominic Konig, Ralph Morell, Robbie O’Connor, Shikhar Kohli, Trishan de Lanerolle, Nuwan Waidyanatha and Wendy Edwards. These mentors all contributed through helping write and conceptualize tasks, worked with students directly, and reviewed submissions and helped clear the queue of claim requests on Melange! Thanks also to Fran Boon, who, while not an official mentor, supported the GCI program through providing code reviews of submitted patches and merged/commited the student’s code into our codebase.

Finally, thanks to Carol Smith and the rest of the team at Google for making this program possible.

Posted in Community Development Programs | Tagged , , | 2 Comments

Lessons Learned for the Sahana Software Foundation from Pulse Camp 1.0

I recently posted my Reflections on attending Pulse Camp 1.0, which took place at the beginning of December, on my personal blog.  This article contains several lessons learned for the Sahana Software Foundation which I wanted to share with the Sahana community.  In the article you will find thoughts on:

  • The Dangers of Total Information Awareness:  How we have to be conscious that our work can be used for evil as well as for good; how privacy safeguards needs to be planned for in our design.
  • Data Esperanto: A way of thinking about aggregating multiple sources of information into a common data model.
  • Global Directory Server: How all Sahana servers can become part of a global network of information services – both as data collectors, apps and data aggregators.
  • Characteristics of an App Store / Module Manager / Plug-In Manager:  How Sahana software projects can build on recent efforts of the Sahana Agasti team towards a true plug-in architecture, and what should be the requirements of the “App Store” supporting it.
  • CODS: Common Operational Datasets in Disaster Preparedness and Response is an initiative of the UN Interagency Standing Committee to define the data elements common to collecting information relevant to UN and humanitarian agencies.  We need to pay attention to efforts such as these in designing our data schema for Sahana software application libraries or registries.

Posted in Announcements, Events | Tagged

Sahana Eden 0.5.3 Released

The Sahana Eden team has just released version 0.5.3.  Links to a windows installer and Web2Py application can be found on the Sahana Software Foundation web site.  The Eden PMC has been holding regular open meetings to better share information with each other and to support their ongoing regular release schedule as progress is made toward a 1.0 release, on track for sometime in mid-2011.  This all reflects the hard work of a lot of individuals and reflects a healthy community around the Eden project.  Congratulations and well done!

Posted in Announcements, Releases | Tagged

Sahana Software and HFOSS Featured in December Open Source Business Resource

The theme of the current December 2010 issue of the Open Source Business Resource is humanitarian open source software, which was guest edited by longtime Sahana supporter and former Program Manager for Google’s Open Source Programs Office Leslie Hawthorn, now Open Source Outreach Manager for Oregon State University’s Open Source Lab.

There were several articles that features Sahana software and HFOSS:

This was a great opportunity for all of us to reach an important audience in the commercial open source sector.  The entire issue is worth a good read.

Posted in Announcements | Tagged , ,

Personal Reflections on Random Hacks of Kindness 2.0

Sahana Rocks RHoK, Part 2

RHoK 2.0 was a great experience for me personally. The New York City event was well represented by a lot of VIPs from Microsoft (including RHOK co-founder Patrick Svenberg – an original Crisis Camp attendee), Google, NASA, and UN GlobalPulse director Robert Kirkpatrick. I enjoyed seeing in person and meeting for the first time a lot of folks I generally only relate to virtually, including Nicolas di Tada, Chris Nicholas, Kate Chapman, Jeff Johnson, and even those who live and work in New York City, like Nigel Snoad, who is one of the organizers of RHoK and ran the NYC event flawlessly. I’ve know Nigel for almost 10 years now; he lives about a mile from me but we only ever see each other at conferences and meetings – and never in New York until this past weekend. Lots of new friends and old friends were made and renewed and new relationships and ideas for the future were discussed. I am…. enthused.


Old friends from Microsoft & Sahana united for RHoK

UN Secretary General Ban Ki Moon came to the opening reception for RHOK in New York and talked to a bunch of geeks about open source software. Pretty cool. I got to shake his hand and exchange a few pleasantries before he spoke to the assembled. Very nice. The Secretary General noted in his remarks the occasion of RHoK as the bringing together of participatory movements developing tools needed to improve lives; that FOSS is used to raise standards of living and to raise up communities – and together we are empowering people to improve their lives. Amen to that.

UN Secretary General Ban Ki Moon addresses RHoK 2.0 NYC Reception

A Hackathon T-Shirt Tradition
UN Secretary General Ban Ki Moon receives his RHoK T-shirt from Joel Towers, Dean of Parsons the New School (host of RHoK NYC), with Robert Kirkpatrick to the SG’s right and NASA Deputy Administrator Lori Garver to their left.

I was quite taken with Open Scribble which started from nothing. The two young coders who came up with this idea – Pritika Nilaratna and Luke BrownGold – sat quietly in the corner of the room where our Sahana team was working all day Saturday, and the two of them banged out a pretty nifty collaborative mapping tool with *loads* of potential to go much farther.


OpenScribble

The Rant: There were two major players who would be great to have join future RHoK efforts because of their role in developing the technology that many disaster responders use: Apple and IBM. Come on in. The water is fine. Rant over.

More Photos: More photos of the RHoK 2.0 event can be found on:
Trishan de Lanerolle’s dropbox
RHoK NYC’s Photostream

The next Random Hacks of Kindness will likely be in another six months. Start thinking about problems to bring to the next event, because we are likely to need them even before then. Thank you all.

Go forth and do good.

Posted in Events | Tagged , , , , , ,