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Submitted to TAC Mail List:  YYYY2023/MM9/DD6

Presented on TAC Weekly Call:  YYYY2023/MM9/DD 6 (Meeting Recording)

...

Below is a self-assessment submitted by TSC Chair/Maintainers of the Project. Comments/questions/feedback is welcome either a) in the Comments at the bottom of the page or b) during the TAC call when information is presented

Stage 1: At Large Projects 

Stage 2 and Stage 3 Projects also requested to complete this section, as PLD acceptance criteria requires meeting current as well as prior stage requirements

2 TAC Sponsors, if identified (Sponsors help mentor projects) - See full definition on Project Stages: Definitions and Expectations

Meets

Henry Lau (HP),
Joe Pearson (IBM), Trevor Conn (Dell
) and Peter Moonki (Samsung
)

The typical IP Policy for Projects under the LF Edge Foundation is Apache 2.0 for Code Contributions, Developer Certificate of Origin (DCO) for new inbound contributions, and Creative Commons Attribution 4.0 International License for Documentation. Projects under outside licenses may still submit for consideration, subject to review/approval of the TAC and Board.

Meets

EdgeX is an Apache 2.0 license project.  We require all contributions comply with this license agreement as stated in our Wiki below.
https://wiki.edgexfoundry.org/pages/viewpage.action?pageId=21823866
EdgeX policy to review new libs, modules, etc. brought into the project to insure anything we use (or is used indirectly by modules we bring in) is compliant with this license. https://wiki.edgexfoundry.org/display/FA/Vetting+Process+for+3rd+Party+Dependencies
We also conduct code scans regularly (with each PR) for any license compliance issues.

Upon acceptance, At Large projects must list their status prominently on website/readme

Meets

Displayed proudly on the EdgeX wiki home page:

Image Modified
https://wiki.edgexfoundry.org/display/FA/EdgeX+Foundry+Project+Wiki

Also on our website: 

Image Modified

https://www.edgexfoundry.org/


Stage 1 Projects, please skip to Additional Information Requested from All Projects

Stage 2: Growth Stage

Stage 3 Projects also requested to complete this section

Development of a growth plan (to include both roadmap of projected feature sets as well as overall community growth/project maturity), to be done in conjunction with their project mentor(s) at the TAC.

Meets

We maintain a roadmap for the next 2 years and have a long term backlog that extends beyond that timeframe.  The next couple of releases are documented with pages in our Wiki (and you can see past release roadmaps) here:  https://wiki.edgexfoundry.org/display/FA/Roadmap.

Minor fixes and enhancements are also captured in issues with each repository in Github.  Github tags are used to label bugs from enhancement requests and when appropriate are associated with a specific target release

(e.g., "Levski" tags on the Core Working Group project board here: https://github.com/orgs/edgexfoundry/projects/25 

.

Document that it is being used in POCs.

Meets

EdgeX is used in countless POCs worldwide so

for an example).

Document that it is being used in POCs.

Meets

EdgeX is used in countless POCs worldwide so

this list is actually more about production uses.

HP
  • Eaton's
announcement is found here:  
Home Edge is using EdgeX in their effort.  Roadmap and Release Notes

Demonstrate a substantial ongoing flow of commits and merged contributions.

Meets

Collected from LF Insights for the project since inception and for the last 1 year



Contributors
616
729
197
199
Pull requests
9860
10441
1690
1863
Reviewers
161
167
56
59


Demonstrate that the current level of community participation is sufficient to meet the goals outlined in the growth plan.

Meets
10

12 successful project releases since April 2017 (2 each year)

  • EdgeX 2.
1
  • 3 (
Jakarta) was our first Long Term Support (LTS) version, released on Nov 17th 2021
  • Levski) was released on Nov 9th 2022
  • EdgeX 3.0 (Minnesota) was released on May 31th, 2023 (EdgeX's 3rd major release)
EdgeX 2.2 (Kamakura) also released on May 11th, 2022

On track for two more releases in the next year: 

2

3.

3

1 (code named

Levski

Napa) in fall of

2022

2023, and a likely

3.0 release in the spring of 2023 (code named Minnesota

our second LTS release.  The spring of 2023 will release "Odessa."  It may be a dot release (to be determined).

Demonstrate evidence of, or a plan for, interoperability, compatibility or extension to other LF Edge Projects. Examples may include demonstrating modularity (ability to swap in components between projects).

Meets
  • Integration
with Akraino ELIOT blueprint (tested using UNH lab)
  • Incubation of Open Horizon project
  • Inclusion in the Open Retail Reference Architecture (with Open Horizons, and SDO)
  • Accomplished Baetyl/EdgeX integration (work accomplished in PRC).  See Updates of EdgeX-Baetyl collaboration attempts-v0.1.pptx
  • Collaboration with and use within EdgeX of eKuiper (formerly Kuiper) project
  • Use of EdgeX in HomeEdge and continued support of that project
  • Fledge export connector
  • With regard to convergence with Fledge, both organizations have provided connectors to each other's system (for importing/exporting data) but no further discussions have taken place around additional convergence or interoperability


    Stage 2 Projects, please skip to Additional Information Requested from All Projects

    Stage 3: Impact Stage

    Have a defined governing body of at least 5 or more members (owners and core maintainers), of which no more than 1/3 is affiliated with the same employer. In the case there are 5 governing members, 2 may be from the same employer.

    Meets

    Our current TSC is comprised of members from Intel, Canonical, IOTech, HP, Eaton,

    Beechwoods

    Oracle, and

    VMWare

    Beechwoods.  For names and details see:

    https://wiki.edgexfoundry.org/pages/viewpage.action?pageId=

    329436#TechnicalSteeringCommittee(TSC)-Members

    88212178

    Each TSC group continues to be a good mix of experienced EdgeX leaders with new members and organizations becoming involved

    . The TSC this year is also the first to be led by a new chair, with James Butcher replacing Jim White - again indicating the project has intention for a long term future

    .

    Have a documented and publicly accessible description of the project's governance, decision-making, and release processes.

    Meets

    Matters of project governance, decision making and process are covered in our project Wiki.  The following pages outline our policies.
    Matters of technical decisions and voting process and rules are defined here:  https://wiki.edgexfoundry.org/display/FA/Technical+Work+in+the+EdgeX+Foundry+Project

    Guidance for how to submit code contributions is defined here:  https://wiki.edgexfoundry.org/display/FA/Contributor%27s+Guide and here: https://wiki.edgexfoundry.org/display/FA/Contributor%27s+Process

    Documentation on how our release process and what gets released is here:  https://wiki.edgexfoundry.org/display/FA/Release+Process and some additional information on what is considered a release artefact is defined here:  https://docs.edgexfoundry.org/1.2/design/adr/devops/0007-Release-Automation/

    During 2022, the EdgeX

    Significant new features are discussed via TSC approved

    a new

    Use Case Review (UCR) process to better refine the way in which new requirements are defined,

    before moving to

    and the Architectural Decision Records (ADR) stage of the design.

    Have a healthy number of committers from at least two organizations. A committer is defined as someone with the commit bit; i.e., someone who can accept contributions to some or all of the project.

    Meets

    Work group chairs automatically have committer rights to their work group repositories and nominate others as committers as spelled out in our governance here:  https://wiki.edgexfoundry.org/pages/viewpage.action?pageId=21823860#Contributors,Committers&Maintainers-NominationandApprovalofMaintainersandCommitters


    Each repository has at least 2 committers.  The most used repository has

    87

    100 contributors and 19 committers (https://github.com/edgexfoundry/edgex-go/graphs/contributors)

    Demonstrate evidence of interoperability, compatibility or extension to other LF Edge Projects. Examples may include demonstrating modularity (ability to swap in components between projects).

    Meets

    • Integration
    with 
    • of (and support to) new LF Edge project NanoMQ.
    • Currently working with Alvarium to provide an EdgeX demonstration/integration project (due ~ late fall 2023)
    • Integration Akraino ELIOT blueprint (tested using UNH lab)
    • Incubation of Open Horizon project
    • Inclusion in the Open Retail Reference Architecture (with Open Horizons, and SDO)
      • Recent efforts to incorporate into IBM/Intel/Scale Computing and others demonstration lab used in a retail theft/loss prevention demonstration.
    • Accomplished Baetyl/EdgeX integration (work accomplished in PRC).  See Updates
    of EdgeX-Baetyl collaboration attempts-v0.1.pptx
  • Collaboration with and incubation of eKuiper project.  Incorporation of eKuiper as the default rules engine for EdgeX.
  • Use of EdgeX in HomeEdge and continued support of that project
  • Fledge 

    Adopt the Foundation Code of Conduct.

    Meets

    For any significant community meeting such as the TSC meetings or meeting where we are inviting outside community to speak or observe are always preceded by the code of conduct and anti-trust policy statements.  To date, we have had no unacceptable behavior incidents that the project has been made aware of.

    EdgeX adheres to, follows and enforces the LF Edge Code of Conduct without addendum today.

    https://wiki.edgexfoundry.org/display/FA/Code+of+Conduct

    Explicitly define a project governance and committer process. This is preferably laid out in a GOVERNANCE.md file and references a CONTRIBUTING.md and OWNERS.md file showing the current and emeritus committers.

    Meets

    Examples of these documents can be found in our main repository https://github.com/edgexfoundry/edgex-go

    Additionally, project governance and committer process is fully documented in our Wiki.  Existing governance and contributor pages are located on this page and its subpages:  https://wiki.edgexfoundry.org/display/FA/Technical+Work+in+the+EdgeX+Foundry+Project
    And here:  https://wiki.edgexfoundry.org/display/FA/Contributor%27s+Guide

    Have a public list of project adopters for at least the primary repo (e.g., ADOPTERS.md or logos on the project website).

    Meets

    Our main repository contains the Adopter document (see https://github.com/edgexfoundry/edgex-go/blob/main/ADOPTERS.md)

    We also highlight user, adopters and commercial interests of EdgeX on our Website.

    Additional Information Requested from All Projects

    Intention for the upcoming year (Remain at current stage OR advance towards the next Stage)

    Remain Impact Project, release our second LTS

    Include a link to your project’s LFX Insights page. We will be looking for signs of consistent or increasing contribution activity. Please feel free to add commentary to add color to the numbers and graphs we will see on Insights.

    https://insights.lfx.linuxfoundation.org/projects/lfedge%2Fedgex-foundry/dashboard;quicktime=time_filter_3Y

    How many maintainers do you have, and which organizations are they from? (Feel free to link to an existing MAINTAINERS file if appropriate.)

    https://wiki.edgexfoundry.org/pages/viewpage.action?pageId=21823860
    WG Chair are maintainers of their respective repositories with additional rights to nominate others (which often happens).  Therefore we have at least 9 maintainers.  Most WG Chairs nominate several maintainers to help with the workload of the incoming code reviews.  For example, the main service repository has
    17
    19 maintainers/committers (see https://github.com/orgs/edgexfoundry/teams/edgex-go-committers/members).  A small effort/repository may only have a few maintainers.
    What do you know about adoption, and how has this changed since your last review / since you joined the current Stage? If you can list companies that are end users of your project, please do so. (Feel free to link to an existing ADOPTERS file if appropriate.)

    We are learning about new adopters all the time.   In addition to the companies that are participating in the construction of EdgeX, the following companies have announced (and presented) on EdgeX adoption:

    • Canonical, IOTech, HP, Thundersoft, Jiangxing Intelligence, Tibco and Accenture

    Many organizations have adopted, adopting or are considering the adoption of EdgeX and related products including:

    Wartsila, Building Systems Integrators (BSIDDC),
    • Wartsilla, Schneider Electric, NetEase Technology, Fanmi Technology
    , Mitsubishi PowerEaton have moved further having now joined the TSC
    • , Danfoss, Oracle

    Others who have adopted EdgeX and related products:

    • Large energy/oil company, Large power supply company, large building automation company, large events and venue management company, etc
    How has the project performed against its goals since the last review? (We won't penalize you if your goals changed for good reasons.)

    Met or exceeded goals.  Over

    8.3

    9 million container downloads.

     

    Regular releases for

    5

    6+ years, including the

    first

    3rd major release, second Long Term Support

    (LTS) made

    coming this year, indicating the stability of EdgeX to the

    marketplace.What are the current goals of the project? For example, are you working on major new features? Or are you concentrating on adoption or documentation?

    Working on a minor release targeted for fall 2022 with a likely major release for spring of 2023.

    Looking to continue to grow the user base with more publicly referenced adopters. Support and integration to computer vision use cases remains a target with new services for ONVIF and USB Cameras released during 2022.

    How can LF Edge help you achieve your upcoming goals?We are looking at moving to GitHub Discussions as a possible replacement for Slack (currently being tested by a single work group - Device Services).  Slack has the 10K limit and is not good for historical searches. The community would welcome any feedback or experience from other LF or LF Edge projects

    marketplace.

    Per our plan, we moved from Slack to Github discussions. Slack has the 10K limit and is not good for historical searches.

    Travel restrictions / travel budgets still hamper the project's ability to have face-to-face meetings, but we did manage to hold a couple of virtual hackathons.

    What are the current goals of the project? For example, are you working on major new features? Or are you concentrating on adoption or documentation?

    Working on a LTS release targeted for fall 2023 with a likely minor release for spring of 2024 (dependent on some external aspects such as embedded products and move to BSL).

    Looking to continue to grow the user base with more publicly referenced adopters. Integration to some very large scale customers and industrial use cases.

    How can LF Edge help you achieve your upcoming goals?

    We have to explore joint live events for 2024.
    Join with other organizations looking to improve dev advocacy through hackathons, badging, and other programs.

    Do you think that your project meets the criteria for the next Stage?We are at stage 3
    Please summarize Outreach Activities in which the Project has participated in (e.g. Participation in conferences, seminars, speaking engagements, meetups, etc.)
    • Prior to COVID, regular participation at Hannover Messe, IOT SWC, IOT World and LF events.  Our members have spoken frequently at live events all over the world. Restrictions (budget more than COVID restrictions today) mean that virtual events are more commonplace
    but events appear to be restarting with an aim to visit live events again in 2023
    • .  We hope live/face-to-face events will be in scope for 2024 (especially a semi-annual TSC planning event)
    • Intel sponsored student Hackathon (just completing in fall 2023)
    • EdgeX presented
    EdgeX is presenting a
    • sessions at ONES 2022 in Seattle in November
    2022We brought out a new series of EdgeX Tech Talks during Summer 2022, which attracted a good following. Opportunities remain open for developers or adopters to add to the series
    • 2022.  EdgeX will present at the OneSummit China in Sept 2023.
    • China continue to enjoy excellent EdgeX participation events with
    64 proposals received for the
    • their now annual China EdgeX
    Challenge 2022. The
    • Challenge
    completes throughout October and November 2023. There is an EdgeX Meetup in China planned for Q4 (Nov/Dec)
    • The EdgeX community took ownership of social media starting in Feb 2023. 
    Continued marketing collateral such as blogs and the EdgeX section of the LF Edge White Paper
    Are you leveraging the Technical Project Getting Started Checklist? If yes, please provide link (if publicly available).This was developed after our project launched, but we already follow all steps.

    Please review, and update if needed, your Project entry on the Existing Project Taxonomy page, modifying the Last Updated / Reviewed date in the header.

    Updated 9/
    19
    5/
    22
    23 by Jim White

    Please share a LFX security report for your project in the last 30 days

    https://security.lfx.linuxfoundation.org/#/a0941000005osNnAAI/overview
    Issues remain with LF over the accuracy of this system.  Attempts to get it corrected have never materialized despite repeated attempts and tickets.