Special Technical Communities (STCs) Status Report

1. Special Technical Communities (STCs)Status Report Dejan Milojicic, STC Project Manager, IEEE Computing Now EIC John Walz, IEEE CS President Elect 2011 David Alan Grier, IEEE CS First Vice President 2011 STC Presentation to CS BoG BoG Meeting, New Brunswick, 15-Nov-2010

2. Trends, Threat and Opportunity

3. Example of CS Market in U.S. • What organizations do 2M U.S. IT/CS professionals join? • IEEE CS has 65,000 members • How can IEEE better organize to meet their needs? • What do 1M U.S. Software Engineers and their managers read? • IEEE Software, Transactions on Soft. Eng. (each a few 1,000 subscriptions) • How can CS publications better meet the needs of new professionals? 3

4. Summary • Today’s view of Society • Organized around: publications, TCs, conferences, standards, education, chapters, … • Formal processes and procedures to start and stop magazines, TCs, standards, … • Strong legacy in technology, communities, governance, and IP creation • Consequences • Insufficient knowledge creation and sharing; CS is missing opportunity • A lot of inertia in starting new activities more so in stopping less relevant ones  • Archaic technology used for collaboration, hard PUB/TCAB/SAB/PAB/MGA/EAB boundaries • Financial sustainability concerns (subscriptions, membership, ...) • We propose Special Technical Communities (STC) • New way to structure member communities around technical areas, break down silos • Organic growth and scale-down/terminate, dynamic to technology changes • Integrate with contemporary tools and technology • As a result • More synergy across publications, conferences, standards—create more IP • CS will become more elastic in its organization and modern in technology use • Become more financially sustainable 4

5. Special Technical Communities (STCs) • Special - focused knowledge • Technical - IEEE mission and purpose • Community - focus on value within larger CS and IEEE Knowledge Technology People 5

6. STCs, Laymen View Technology Knowledge • People: More Dynamic Communities • Quick creation and termination • Levels of engagement: news, opinions, comments, problem request, solution offered, contributions, reviews, polling, collaborating, submissions, editing/revisions, etc… • Evolution of PUBs, TCs, chapters, standards into this model • Technology: Up-to-date Technology • Integration with social networking tools: blogs, twikis, alerts, portals... • Personalization and presence (e.g., in Facebook, LinkedIn, Twitter, etc.) • Linking to other organizations, services • Knowledge: More Dynamic IP Generation • Semantic tagging, comments, access & linking to existing IP in DL • Ability to combine peer reviewed and community reviewed • New delivery models (eBooks, Computing Now, etc.) People 6

7. STC Concept and Objectives • STC Concept • STCs offer a new engagement model for IEEE Computer Society members and much broader computer practitioner world … • … to collaborate for their individual and mutual benefit, to advance technical topics to the benefit of the profession, … • … and to improve IEEE CS reputation and financial position. • STC Objectives • Extend CS beyond traditional membership and activities • Give new outlets for the membership to create and distribute more IP • Create new revenue generating opportunities, new products, and services • Enrich professional activities (e.g., newsletters, sharing of best practices) • Strengthen governance through new dynamic organizational structure

8. STC Benefits to the Community • More flexible, dynamic, technologically current collaboration under CS (e.g., easier conf. mgmt, IP access, agile technical communities) • Vertically integrated CS: communities, products and services. Growth: 10s(Web site), 100s(newsletter), 1000s(conf), 1000s(magazine) • Offer easy, lightweight startup, services-rich CS offering, vertical in nature (topic-specific pubs, standards, classes, webinars, books, etc.) • Custom-designed IP bundles, discount/free: magazines, conferences, standards, EssentialSets/ReadyNotes , professional certification, webinars

9. STC Benefits to the IEEE CS • Enable CS to keep pace with the world: more dynamic, evolutionary ways of creating technical and regional communities (eliminate silos) • Expose world to CS products and services and membership benefits (complement existing social networking strategy with community offering) • New ways to collaborate, natural way of creating IP (news, opinions, polls, comments, problem requests, solutions, submissions, revisions, ...) • Start with new CS/IEEE membership, registered guests, #free downloads, #web transition to CSDL for abstracts, #CSDL paid subscription download

10. STC Membership Levels and Benefits 10

11. Successful and Sustainable Groups • American Association for the Advancement of Science (AAAS)  • American Society for Mechanical Engineers (AMSE) • Academiedés Sciences • National Research Council of the National Academies of Science • ACM SIGs

12. CS Today v. TomorrowRefocus from organizational to Technical Communities sety software engineering multimedia graphics operating systems programming languages computer architecture Publications Technical Committees & Conferences Education Standards Professional Activities Chapters distributed systems pervasive systems databases …….. ……………………………….. cloud computing sustainability

13. STC Elasticity Technology People: 5-20 Tech: Twiki, tweet, email IP: Digital library archival Knowledge People People: 20-50 Tech: + customization, external tools IP: + eNewsletter People: 50-100 Tech: + eBook readers, Liferay/Sixtent/Wordpress IP: + conference proceedings People: 100-1000 Tech: + hosting services, tools at scale IP: + electronic magazine or transactions People: 1000- more Tech: + access to CS-wide electronic services market places IP: + chapters organizational structures

14. STC Progress • Team • Strategy: Sorel Reisman, David Grier, John Walz • Part-time Staff: Dick Price, Kim Francia, Carrie Walsh • Project manager: Dejan Milojicic • Pilot Communities • New areas: Social networking, Green Computing, Games • Legacy area: Software Engineering, Education, Systems Engineering • Technology • Liferay open source web portal with community template (cookie cutter) • Under study: WordPress, Liquid Journal, Sixtent, Dashlink, etc. • Support • Weekly calls, volunteers (STC chairs), marketing, and IT

15. STC Pilot on Social Networking (SN)Chair: Christian Timmererhttp://www.computer.org/portal/web/STC-Social-Networking/home • Topics of interest • Social networking • Social computing • Social multimedia • Social search • Associated IEEE CS entities • Computing Now • Current infrastructure • Instant community • Twitter, FaceBook, email reflector • Membership • Current: 13 • Projected: several 100s within a few years • Recruiting from: personal contacts, social networks • Value add to members • Entry point for researchers in SN area • Communication with researches through existing SN • Plans to move forward • 12/2010: Finalize infrastructure issues • 01/2010: Prepare call for participation 15

16. STC Pilot on Green Computingchairs: Ishfaq Ahmad and Martin Arlitthttp://www.computer.org/portal/web/STC-Green-Computing/home • Membership • Current: 11 • Projected: 50 (2011) • Recruiting from: personal contacts and social network • Value add to members • Link to related events & efforts • Opportunities for collaborations (cross company/academia/govt) • Plans going forward • Establish Web presence • Define GC-STC scope and agenda • Topics of interest • Reducing environmental impact of Information Technology (sustainable computing) • Using IT to reduce environmental impact of non-IT processes (computing for sustainability) • Associated IEEE entities • Scalable Computing: technical area of Green Computing • Int. Green Computing Conference • Related Efforts • Sustainable Computing Journal (Elsevier) • GreenMetrics workshop (ACM) 16

17. STC Pilot on Games InnovationChair: Dr. Narisa N. Y. Chuhttp://www.computer.org/portal/web/STC-Gaming/home • Membership • Current: 1 • Projected: 200 by end of 2011 • Recruiting from: • International Games Innovation Conference • UC Irvine • USC • UC Riverside • California Lutheran Univ. • Value add to members • Synergy between CES & CS • Plans going forward • Focusing on organizing GIC 2011 • Topics of interest • International Conference on Games Innovation (GIC) sponsored by IEEE Consumer Electronics Society • Education • Associated IEEE CS entities • TBD • Related Technologies • Virtual World • Human Device Interface • 3D Graphics • Wireless Video Streaming 17

18. STC Pilot on Software Engineeringchair: Paul Croll (acting)http://www.computer.org/portal/web/STC-Software-Engineering/homehttp://www.computer.org/portal/web/tcse • Membership • Current: 3,000 CS and 5,000 non-CS • Projected: 8,000 and 10,000 • Recruiting from: CS, IEEE, G.O.L.D., industry practitioners • Value add to members • one stop shopping • shared planning • free & discount IP • opportunities for authors • Plans going forward • STC role assignments • Call for volunteers • STC expansion plans • Topics of interest is Software Engineering for • conferences • standards • periodicals • news • professional activities • educational activities • chapter activities • membership • awards • Associated IEEE CS entities • all CS Boards 18

19. STC Pilot on Educationchair: Liz Burd (acting, until chair appointed)http://www.computer.org/portal/web/STC-Systems-Engineering/ (in process) • Membership • Current: • Projected: • Recruiting from: • Value add to members • Journal relating specifically to computing education • Social networking tools for collaborative activity • Plans going forward • Appointment of chair to take this forward • Topics of interest • Active Pedagogy • Links to curricular definition activity • Sharing solutions to challenges / good practice • Associated IEEE CS entities • FIE Conference • EAB activities • Significant numbers of IEEE-CS membership 19

20. STC Pilot on Systems Engineeringchair: Dejan Milojicic (acting, until chair appointed)http://www.computer.org/portal/web/STC-Systems-Engineering/ • Membership • Current: 9 • Projected: 100s • Recruiting from: TCs, authors in CS publications • Value add to members • Bridge IEEE CS silos • Link to other Societies and Systems Council • Integrated emphasis on important topics • Plans going forward • Appointment of chair to take this forward • Re-establish relationship to the systems council • Topics of interest • Systems requirements, mgmt, modeling, design, architecture, productization, deployment, use, risk mgmt, verification, validation, integration • Associated IEEE CS entities • TC Engineering of Comp. Based Systems • Other TCs: TCCA, TCAAS, TCCC, TCDE, TCDP, TCMM, TCPP, TCSC, TCSE • Transactions on: Computers, Parallel and Distributed Systems • Magazines: Micro, SW, D&T, S&P,…. • Conferences: many! 20

21. Call for Participation: IEEE Computer Society SPECIAL TECHNICAL COMMUNITY ON SOCIAL NETWORKING

22. Evolving Roles • Education Chair • Guests • Industry Chair • Librarian • Liaisons • Professional Activities • Publications Chair • Regions Chair • Reviewers / Referees • Secretary • Standards Chair • Treasurer • Chair • Membership Chair • Webmaster, Wiki moderator • Members • Vice Chair • Editor, Editorial Board • Moderator • Treasurer • ExCom • Awards Chair • Conferences Chair • Discussion moderators

23. STC Key Milestones and Schedule • 7/10: Alignment of all key stakeholders & financial plan • 11/2010: 6 pilots (social net., green comp., gaming; TCSE, Sys. Eng., Educ.), recruit volunteers, develop guidelines/procedures, 2011 plans • 11/2010 (NOW): Update BoG • 2/2011: First Q1 PIF funding. Form a small staff-contractor team, involve staff, e.g. newsletter , monitoring, training, coordination • 6/2011: Regular Funding. A full-time contractor for sustainable business, build interest, develop revenue channels, generate revenue in 2012

24. Request to Board of Governors • Support for new & reformed special technical communities • … that bring more value and engagement to our members ... • … which will increase creation and consumption of our IP, … • … attract new and renew happy paid members. 24

25. Summary • Today’s view of Society • Organized around: publications, TCs, conferences, standards, education, chapters, … • Formal processes and procedures to start and stop magazines, TCs, standards, … • Strong legacy in technology, communities, governance, and IP creation • Consequences • Insufficient knowledge creation and sharing; CS is missing opportunity • A lot of inertia in starting new activities more so in stopping less relevant ones  • Archaic technology used for collaboration, hard PUB/TCAB/SAB/PAB/MGA/EAB boundaries • Financial sustainability concerns (subscriptions, membership, ...) • We propose Special Technical Communities (STC) • New way to structure member communities around technical areas, break down silos • Organic growth and scale-down/terminate, dynamic to technology changes • Integrate with contemporary tools and technology • As a result • More synergy across publications, conferences, standards—create more IP • CS will become more elastic in its organization and modern in technology use • Become more financially sustainable 25

26. Backup

27. Organization models

28. CS Communities • Standards • Organizers • Study Groups • Work Groups • Ballot Groups • User Groups • Conferences,Workshops,Symposium,Tutorials • Organizers • Authors • Attendees • Membership • Organizers • Regions • Chapters • Professional • Organizers • Trainers • Certifiers • Certified • Publications • Organizers • Authors • Subscribers

29. Technology across CS Boards- Common interests • Technical domains • Technical Committees • Conferences • Periodicals • CS Press • Standards • Professional Activities • Educational Activities • Membership (MGA) Activities

30. Industry Practitioners Users of Technology to solve new problems innon-Engineering domains Technical Industry Practitioners Users of Technology to solve new problems inEngineering domains Technology Transfer Start-up Companies applyingresearch to solve problemsand submit patents Academics &Researchers Graduate students and tenure-track faculty to demonstrate that they have produced original work of sufficient quality to be accepted by a “regularly indexed” publication Computer Society IP Markets 30

31. Build Roadmap IP that meets / exceeds IEEE Brand IEEE Revenues on sale of IP Gather Membersw/ Common Technical Domain Create/MaintainTechnical DomainRoadmap Non-membersin same Technical Domain Plan & Budgetfor growth in Technical Domain IEEE IP Technology Transfer in the Virtuous Circle 31 Image from www.twof.biz/our-objective.html

32. CS Member types & size Log

33. Grow the CS Member pyramid, one type at a time networking/news subscribers attendees authors reviewers organizers

34. CS Field of Interest and its manyTC technical domains

35. STC Objectives • Focus and expand activities & membership of IEEE CS • Enrich professional activities including meetings, newsletters and sharing of best practices • Strengthen the membership and operations through creation of a new dynamic organizational structure • Give new outlets for the membership to create and distribute more IP (Drive towards better content delivery)

36. Benefits • Member value: access to all IP • Member engagement: vibrant communities • Knowledge / IP: easier and more agile creation • Membership: more easily attract new members 36

37. Community benefits with Liferay web portal • Collaborative applications, managed by volunteer community leaders and members: • Web content • blogs, for leadership news to members and potential members, • content management system, with versions and permissions • wiki, for scope and future directions / roadmap • message forum, • calendar, • etc. • Provides transparency to volunteer leaders & members, next higher organization, & staff • Inexpensive open source architecture allows new & improved features / applications  • Consistent branding and look & feel with other CS web portals • Two year experience with IEEE-CS allows easy startup  08/30/10

38. Growth Steps • IP offerings • Newsletter IP Creation [Newsletter Chair,EIC,& Editors] • Book reviews [Newsletter Editors] • Current issues [Forum moderator] • BOK growth [Wiki moderator] • Id Foundational IP [BOK Team] • Id Best/Top/Popular IP [Editorial Team] • Approved IP in secure Liferay File Library with [IT&S] • Mature • Call for Papers [Conference Chair] • Special issues CfP [Pubs Chair] • Industry Workshops / Tracks[Industry Chair] • Computing Now [Pubs Chair] • Electronic magazine or transactions • Initial • Goals / Objectives [ExCom] • Community & “Guest” members[IT&S] • Articulate Member Value Stmt [ExCom] • Growth • Recruit members [Membership] • Listserv for each member type [Membership Chair] • Call for Web portal volunteers [ExCom] • Industry practitioners [Industry] • Regions [Region Chairs] • Expand the "tent" of authors, attendees, subscribers, reviewers, organizers, & leaders 08/30/10

39. Liferay Web Portal content / apps • Web Content • Community Name & Abbreviation, Icon • Charter / Mission • Scope: taxonomy, thesaurus, body of knowledge • Plan for this year, Chair candidate statement • Report for last year: New Initiatives, Conference report, etc. • Officers, roles & emails • Call for new Volunteers • Volunteer Guidance • Sponsored Conferences (websites, CfP, Registration, Highlights, flash) • Product & Services Library w/ member permission • PodCasts • Newsletter: New Initiatives, Call for Papers, Reviews of books / papers, elections, appointments, policy changes, etc. • Bulletin, same as Newsletter w/ technical reviewed articles • Conference presentations / papers, presenter videos • Periodical articles • Webinars, Tutorials • ReadyNotes, Books, EssentialSets, Handbooks • Standards • Curricula • Blog (Chair report, Departments, Book reviews) • Forum / Topic Messages • Calendar events • Wiki (Body of knowledge, Taxonomy, tech roadmap, etc) • Recognition • Awards: Service & Technical (Best Papers) • Fellows, • Archives of past Leadership rosters • Governance Library w/ leadership permissions • Annual Reports, • Annual Plans, • Annual Budgets, • Meeting agendas, minutes, action items • Governance documents

40. Technical & Conference Activities BoardHistorical Perspective • Technical Activities was 1st CS Board • T. H. Bonn Chair in 1967 • Conference Activities was 2nd CS Board • S. Nissim Chair in 1967 • All IP map to 40+ Technical Communities: • TM Proceedings • Journal / Magazine • Standards • All Membership map to 40+ Technical Communities: • CS members with Technical Interest • All CS Customers map to 40+ Technical Communities: • All attendees to TC sponsored TM • All readers of Journal / Magazine

41. Technical Committee member roles • news readers • newsletters • Magazine Departments • subscribers • Conference papers • Periodical articles • conference attendees • authors • Conference authors • Periodical authors • reviewers • Paper reviewers • Periodical Referees • organizers • Program Committee • EIC, AEIC, Editorial Boards, etc

42. New TC Roles • Conference Committee headed by Conference Chair and composed of your sponsored Conference Steering Committee Chairs as ex officio members • Publications Committee composed of the E-I-C of both IEEE Software and IEEE Transactions on Software Engineering to your Operations Committee as ex officio members • Awards Committee, head by your Awards Chair and adding Harlan Mills Award Chairs and Software Process Achievement Award Chairs to your Operations Committee as ex officio members Membership Chair • Newsletter Chair, E-I-C, Editors • Regions Chair • Industry Chair • Discusion moderators • Wiki moderator • Liaisons: IFIP TC 2: Software: Theory and Practice chair to your Operations Committee as ex officio members

43. TC to STC Conversion Steps Approved IP in secure Liferay FileLibrary with [IT&S] Recruit members [Membership Chair] Create newsletter IP [chair,EIC,editors] IP Creation [Conference, Pubs Chairs] Industry Workshops/Track [Ind. Chair] Current issues [Forum moderator] BOK growth [Wiki moderator] Book reviews [Newsletter Editors] Call for Papers [Conference Chair] Industry practitioners [Membership] Regions [Region Chairs] Governance & Budget [ExCom] Etc • Review & approval [TC ExCom] • Oversight [EPSC] • Infrastructure move [IT&S] • Call for Web portal volunteers [ExCom] • Goals / Objectives [ExCom] • Community & “Guest” members [IT&S] • Expand the TC "tent" of authors, attendees, subscribers, reviewers, organizers, & leaders • Id Foundational IP [BOK Team] • Id Best/Top/Popular IP [Editorial Team] • Articulate Member Value Stmt [ExCom] • Listserv for each member type [Membership Chair]

44. Leadership Expectations • Desire to Serve • Position Statement, Election, Appointment • Officer Roles & Responsibilities, Conflicts of Interest • Planning, Alignment, New Initiatives • Forecasting, Accountability • Recruitment, Delegation, Teamwork • Consensus, Motions, Decisions, Executing • Communications • Budgeting resources • Results, Gaps • Recognition, Lessons Learn 44

45. Society Resources • Opportunities to Serve • Transparency in Elections, Appointments • Governance documents • Officer Roles & Responsibilities defined • Templates & examples for Planning and New Initiatives • Authority to Act from Volunteer leadership team and staff • Freedom to Act and to initiate projects • Agility for changes • Resources from Infrastructure, Tools, and approved budget • Communications Resources (phone, web) • Coaching from network of experienced volunteers and staff • Recognition and awards channels 45

46. Community Roles • Members • Membership Chair • Moderator • Professional Activities • Publications Chair • Regions Chair • Reviewers / Referees • Secretary • Standards Chair • Treasurer • Webmaster • Wiki moderator • Chair • Vice Chair • ExCom • Awards Chair • Conferences Chair • Discussion moderators • Editor • Editorial Board • Education Chair • Guests • Industry Chair • Librarian • Liaisons 46

47. IEEE-CS IP Products Value Chain CS Press Book ReadyNotes/eBook Conference Tutorial Magazine article Web White paper Computer Column Video Webinar Webinar Press Release Video overview Podcast Q&A Elevator Speech Authors capability 47

48. STC support CS Strategic Goals