diff --git a/doc/devel/conduct/CoC_reporting_manual.rst b/doc/devel/conduct/CoC_reporting_manual.rst new file mode 100644 index 000000000000..a2ae0dd0bf91 --- /dev/null +++ b/doc/devel/conduct/CoC_reporting_manual.rst @@ -0,0 +1,221 @@ +:orphan: + +.. _CoC_reporting_manual: + +Matplotlib Code of Conduct - How to follow up on a report +--------------------------------------------------------- + +This is the manual followed by Matplotlib's Code of Conduct Committee. It's +used when we respond to an issue to make sure we're consistent and fair. + +Enforcing the Code of Conduct impacts our community today and for the future. +It's an action that we do not take lightly. When reviewing enforcement +measures, the Code of Conduct Committee will keep the following values and +guidelines in mind: + +* Act in a personal manner rather than impersonal. The Committee can engage + the parties to understand the situation, while respecting the privacy and any + necessary confidentiality of reporters. However, sometimes it is necessary + to communicate with one or more individuals directly: the Committee's goal is + to improve the health of our community rather than only produce a formal + decision. + +* Emphasize empathy for individuals rather than judging behavior, avoiding + binary labels of "good" and "bad/evil". Overt, clear-cut aggression and + harassment exists and we will address that firmly. But many scenarios + that can prove challenging to resolve are those where normal disagreements + devolve into unhelpful or harmful behavior from multiple parties. + Understanding the full context and finding a path that re-engages all is + hard, but ultimately the most productive for our community. + +* We understand that email is a difficult medium and can be isolating. + Receiving criticism over email, without personal contact, can be + particularly painful. This makes it especially important to keep an + atmosphere of open-minded respect of the views of others. It also means + that we must be transparent in our actions, and that we will do everything + in our power to make sure that all our members are treated fairly and with + sympathy. + +* Discrimination can be subtle and it can be unconscious. It can show itself + as unfairness and hostility in otherwise ordinary interactions. We know + that this does occur, and we will take care to look out for it. We would + very much like to hear from you if you feel you have been treated unfairly, + and we will use these procedures to make sure that your complaint is heard + and addressed. + +* Help increase engagement in good discussion practice: try to identify where + discussion may have broken down and provide actionable information, pointers + and resources that can lead to positive change on these points. + +* Be mindful of the needs of new members: provide them with explicit support + and consideration. + +* Individuals come from different cultural backgrounds and native languages. + Try to identify any honest misunderstandings caused by a non-native speaker + and help them understand the issue and what they can change to avoid causing + offence. Complex discussion in a foreign language can be very intimidating, + and we want to grow our diversity also across nationalities and cultures. + +*Mediation*: voluntary, informal mediation is a tool at our disposal. In +contexts such as when two or more parties have all escalated to the point of +inappropriate behavior (something sadly common in human conflict), it may be +useful to facilitate a mediation process. This is only an example: the +Committee can consider mediation in any case, mindful that the process is meant +to be strictly voluntary and no party can be pressured to participate. If the +Committee suggests mediation, it should: + +* Find a candidate who can serve as a mediator. +* Obtain the agreement of the reporter(s). The reporter(s) have complete + freedom to decline the mediation idea, or to propose an alternate mediator. +* Obtain the agreement of the reported person(s). +* Settle on the mediator: while parties can propose a different mediator than + the suggested candidate, only if common agreement is reached on all terms can + the process move forward. +* Establish a timeline for mediation to complete, ideally within two weeks. + +The mediator will engage with all the parties and seek a resolution that is +satisfactory to all. Upon completion, the mediator will provide a report +(vetted by all parties to the process) to the Committee, with recommendations +on further steps. The Committee will then evaluate these results (whether +satisfactory resolution was achieved or not) and decide on any additional +action deemed necessary. + + +How the committee will respond to reports +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +When the committee (or a committee member) receives a report, they will first +determine whether the report is about a clear and severe breach (as defined +below). If so, immediate action needs to be taken in addition to the regular +report handling process. + +Clear and severe breach actions ++++++++++++++++++++++++++++++++ + +We know that it is painfully common for internet communication to start at or +devolve into obvious and flagrant abuse. We will deal quickly with clear and +severe breaches like personal threats, violent, sexist or racist language. + +When a member of the Code of Conduct committee becomes aware of a clear and +severe breach, they will do the following: + +* Immediately disconnect the originator from all Matplotlib communication + channels. +* Reply to the reporter that their report has been received and that the + originator has been disconnected. +* In every case, the moderator should make a reasonable effort to contact the + originator, and tell them specifically how their language or actions + qualify as a "clear and severe breach". The moderator should also say + that, if the originator believes this is unfair or they want to be + reconnected to Matplotlib, they have the right to ask for a review, as below, + by the Code of Conduct Committee. + The moderator should copy this explanation to the Code of Conduct Committee. +* The Code of Conduct Committee will formally review and sign off on all cases + where this mechanism has been applied to make sure it is not being used to + control ordinary heated disagreement. + +Report handling ++++++++++++++++ + +When a report is sent to the committee they will immediately reply to the +reporter to confirm receipt. This reply must be sent within 72 hours, and the +group should strive to respond much quicker than that. + +If a report doesn't contain enough information, the committee will obtain all +relevant data before acting. The committee is empowered to act on the Steering +Council’s behalf in contacting any individuals involved to get a more complete +account of events. + +The committee will then review the incident and determine, to the best of their +ability: + +* What happened. +* Whether this event constitutes a Code of Conduct violation. +* Who are the responsible party(ies). +* Whether this is an ongoing situation, and there is a threat to anyone's + physical safety. + +This information will be collected in writing, and whenever possible the +group's deliberations will be recorded and retained (i.e. chat transcripts, +email discussions, recorded conference calls, summaries of voice conversations, +etc). + +It is important to retain an archive of all activities of this committee to +ensure consistency in behavior and provide institutional memory for the +project. To assist in this, the default channel of discussion for this +committee will be a private mailing list accessible to current and future +members of the committee as well as members of the Steering Council upon +justified request. If the Committee finds the need to use off-list +communications (e.g. phone calls for early/rapid response), it should in all +cases summarize these back to the list so there's a good record of the process. + +The Code of Conduct Committee should aim to have a resolution agreed upon +within two weeks. In the event that a resolution can't be determined in that +time, the committee will respond to the reporter(s) with an update and +projected timeline for resolution. + + +.. _CoC_resolutions: + +Resolutions +~~~~~~~~~~~ + +The committee must agree on a resolution by consensus. If the group cannot reach +consensus and deadlocks for over a week, the group will turn the matter over to +the Steering Council for resolution. + + +Possible responses may include: + +* Taking no further action + + - if it is determined no violations have occurred. + - if the matter has been resolved publicly while the committee was + considering responses. + +* Coordinating voluntary mediation: if all involved parties agree, the + Committee may facilitate a mediation process as detailed above. +* Remind publicly, and point out that some behavior/actions/language have been + judged inappropriate and why in the current context, or can be hurtful to + some people, requesting the community to self-adjust. +* A private reprimand from the committee to the individual(s) involved. In this + case, the group chair will deliver that reprimand to the individual(s) over + email, cc'ing the group. +* A public reprimand. In this case, the committee chair will deliver that + reprimand in the same venue that the violation occurred, within the limits of + practicality. For example, the original mailing list for an email violation, + but for a chat room discussion where the person/context may be gone, they can + be reached by other means. The group may choose to publish this message + elsewhere for documentation purposes. +* A request for a public or private apology, assuming the reporter agrees to + this idea: they may at their discretion refuse further contact with the + violator. The chair will deliver this request. The committee may, if it + chooses, attach "strings" to this request: for example, the group may ask a + violator to apologize in order to retain one’s membership on a mailing list. +* A "mutually agreed upon hiatus" where the committee asks the individual to + temporarily refrain from community participation. If the individual chooses + not to take a temporary break voluntarily, the committee may issue a + "mandatory cooling off period". +* A permanent or temporary ban from some or all Matplotlib spaces (mailing + lists, forums, chat rooms, etc.). The group will maintain records of all + such bans so that they may be reviewed in the future or otherwise maintained. + +Once a resolution is agreed upon, but before it is enacted, the committee will +contact the original reporter and any other affected parties and explain the +proposed resolution. The committee will ask if this resolution is acceptable, +and must note feedback for the record. + +Finally, the committee will make a report to the Matplotlib Steering Council +(as well as the Matplotlib core team in the event of an ongoing resolution, +such as a ban). + +The committee will never publicly discuss the issue; all public statements will +be made by the chair of the Code of Conduct Committee or the Matplotlib +Steering Council. + + +Conflicts of Interest +~~~~~~~~~~~~~~~~~~~~~ + +In the event of any conflict of interest, a committee member must immediately +notify the other members, and recuse themselves if necessary. diff --git a/doc/devel/conduct/code_of_conduct.rst b/doc/devel/conduct/code_of_conduct.rst new file mode 100644 index 000000000000..8b3dab5dd9af --- /dev/null +++ b/doc/devel/conduct/code_of_conduct.rst @@ -0,0 +1,167 @@ +Matplotlib Code of Conduct +========================== + + +Introduction +------------ + +This code of conduct applies to all spaces managed by the Matplotlib project, +including all public and private mailing lists, issue trackers, wikis, blogs, +Twitter, and any other communication channel used by our community. The +Matplotlib project does not currently organise in-person events, however events +related to our community should have a code of conduct similar in spirit to +this one. + +This code of conduct should be honored by everyone who participates in +the Matplotlib community formally or informally, or claims any affiliation with +the project, in any project-related activities and when representing the +project, in any role. + +This code is not exhaustive nor complete. It serves to distill our common +understanding of a collaborative, shared environment and goals. Please try to +follow this code in spirit as much as in letter, to create a friendly and +productive environment that enriches the surrounding community. + + +Specific Guidelines +------------------- + +We strive to: + +1. Be open. We invite anyone to participate in our community. We prefer to use + public methods of communication for project-related messages, unless + discussing something sensitive. This applies to messages for help or + project-related support, too; not only is a public support request much more + likely to result in an answer to a question, it also ensures that any + inadvertent mistakes in answering are more easily detected and corrected. + +2. Be empathetic, welcoming, friendly, and patient. We work together to resolve + conflict, and assume good intentions. We may all experience some frustration + from time to time, but we do not allow frustration to turn into a personal + attack. A community where people feel uncomfortable or threatened is not a + productive one. + +3. Be collaborative. Our work will be used by other people, and in turn we will + depend on the work of others. When we make something for the benefit of the + project, we are willing to explain to others how it works, so that they can + build on the work to make it even better. Any decision we make will affect + users and colleagues, and we take those consequences seriously when making + decisions. + +4. Be inquisitive. Nobody knows everything! Asking questions early avoids many + problems later, so we encourage questions, although we may direct them to + the appropriate forum. We will try hard to be responsive and helpful. + +5. Be careful in the words that we choose. We are careful and respectful in + our communication and we take responsibility for our own speech. Be kind to + others. Do not insult or put down other participants. We will not accept + harassment or other exclusionary behaviour, such as: + + - Violent threats or language directed against another person. + - Sexist, racist, or otherwise discriminatory jokes and language. + - Posting sexually explicit or violent material. + - Posting (or threatening to post) other people's personally identifying + information ("doxing"). + - Sharing private content, such as emails sent privately or non-publicly, + or unlogged forums such as IRC channel history, without the sender's + consent. + - Personal insults, especially those using racist or sexist terms. + - Unwelcome sexual attention. + - Excessive profanity. Please avoid swearwords; people differ greatly in + their sensitivity to swearing. + - Repeated harassment of others. In general, if someone asks you to stop, + then stop. + - Advocating for, or encouraging, any of the above behaviour. + + +Diversity Statement +------------------- + +The Matplotlib project welcomes and encourages participation by everyone. We +are committed to being a community that everyone enjoys being part of. Although +we may not always be able to accommodate each individual's preferences, we try +our best to treat everyone kindly. + +No matter how you identify yourself or how others perceive you: we welcome you. +Though no list can hope to be comprehensive, we explicitly honour diversity in: +age, culture, ethnicity, genotype, gender identity or expression, language, +national origin, neurotype, phenotype, political beliefs, profession, race, +religion, sexual orientation, socioeconomic status, subculture and technical +ability, to the extent that these do not conflict with this code of conduct. + +Though we welcome people fluent in all languages, Matplotlib development is +conducted in English. + +Standards for behaviour in the Matplotlib community are detailed in the Code of +Conduct above. Participants in our community should uphold these standards +in all their interactions and help others to do so as well (see next section). + + +Reporting Guidelines +-------------------- + +We know that it is painfully common for internet communication to start at or +devolve into obvious and flagrant abuse. We also recognize that sometimes +people may have a bad day, or be unaware of some of the guidelines in this Code +of Conduct. Please keep this in mind when deciding on how to respond to a +breach of this Code. + +For clearly intentional breaches, report those to the Code of Conduct committee +(see below). For possibly unintentional breaches, you may reply to the person +and point out this code of conduct (either in public or in private, whatever is +most appropriate). If you would prefer not to do that, please feel free to +report to the Code of Conduct Committee directly, or ask the Committee for +advice, in confidence. + +You can report issues to the Matplotlib Code of Conduct committee, at +matplotlib@numfocus.org. Currently, the committee consists of: + +- Thomas Caswell +- Hannah Aizenman + +If your report involves any members of the committee, or if they feel they have +a conflict of interest in handling it, then they will recuse themselves from +considering your report. Alternatively, if for any reason you feel +uncomfortable making a report to the committee, then you can also contact: + +- Senior `NumFOCUS staff `__: conduct@numfocus.org + + +Incident reporting resolution & Code of Conduct enforcement +----------------------------------------------------------- + +*This section summarizes the most important points, more details can be found +in* :ref:`CoC_reporting_manual`. + +We will investigate and respond to all complaints. The Matplotlib Code of +Conduct Committee and the Matplotlib Steering Committee (if involved) will +protect the identity of the reporter, and treat the content of complaints as +confidential (unless the reporter agrees otherwise). + +In case of severe and obvious breaches, e.g. personal threat or violent, sexist +or racist language, we will immediately disconnect the originator from +Matplotlib communication channels; please see the manual for details. + +In cases not involving clear severe and obvious breaches of this code of +conduct, the process for acting on any received code of conduct violation +report will be: + +1. acknowledge report is received +2. reasonable discussion/feedback +3. mediation (if feedback didn't help, and only if both reporter and reportee + agree to this) +4. enforcement via transparent decision (see :ref:`CoC_resolutions`) by the + Code of Conduct Committee + +The committee will respond to any report as soon as possible, and at most +within 72 hours. + + +Endnotes +-------- + +We are thankful to the groups behind the following documents, from which we +drew content and inspiration: + +- `The NumPy Code of Conduct `_ +- `The SciPy Code of Conduct `_