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Core team member guide #7999

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226 changes: 226 additions & 0 deletions CORE_DEV_GUIDE.md
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> **_Note:_** This Core Developer Guide was adapted from the [napari project's Core Developer Guide](https://napari.org/stable/developers/core_dev_guide.html).

# Core Developer guide

Welcome, new core developer! The core team appreciate the quality of
your work, and enjoy working with you; we have therefore invited you
to join us. Thank you for your numerous contributions to the project
so far.

You can see a list of all the current core developers on our
[@pydata/xarray](https://github.com/orgs/pydata/teams/xarray)
GitHub team. You should now be on that list too.
This document offers guidelines for your new role.

As a core team member, you gain the responsibility of shepherding
other contributors through the review process; here are some
guidelines for how to do that.
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## All contributors are treated the same

As a core developer, you gain the ability to merge or approve
other contributors' pull requests. Much like nuclear launch keys, it
is a shared power: you must merge *only after* another core has
approved the pull request, *and* after you yourself have carefully
reviewed it. (See [Reviewing](#reviewing) and especially
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[Merge Only Changes You Understand](#merge-only-changes-you-understand) below.)
It should also be considered best practice to leave a reasonable (24hr) time window
after approval before merge to ensure that other core developers have a reasonable
chance to weigh in.
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We are also an international community, with contributors from many different time zones,
some of whom will only contribute during their working hours, others who might only be able
to contribute during nights and weekends. It is important to be respectful of other peoples
schedules and working habits, even if it slows the project down slightly - we are in this
for the long run. In the same vein you also shouldn't feel pressured to be constantly
available or online, and users or contributors who are overly demanding and unreasonable
to the point of harassment will be directed to our [Code of Conduct](https://github.com/pydata/xarray/tree/main/CODE_OF_CONDUCT.md).
We value sustainable development practices over mad rushes.

When merging, we automatically use GitHub's
[Squash and Merge](https://docs.github.com/en/pull-requests/collaborating-with-pull-requests/incorporating-changes-from-a-pull-request/merging-a-pull-request#merging-a-pull-request)
to ensure a clean git history.

You should also continue to make your own pull requests as before and in accordance
with the [general contributing guide](https://docs.xarray.dev/en/stable/contributing.html). These pull requests still
require the approval of another core developer before they can be merged.

## Tasks

Xarray values a wide range of contributions, only some of which involve writing code.
As such, we do not currently make a distinction between a "core developer", "maintainer",
or "triage team member" as some projects do (e.g. [pandas](https://pandas.pydata.org/docs/development/maintaining.html)).

Xarray is mostly a volunteer project, so these tasks shouldn’t be read as “expectations”.
**There are no strict expectations**, other than to adhere to our [Code of Conduct](https://github.com/pydata/xarray/tree/main/CODE_OF_CONDUCT.md).
Rather, the tasks that follow are general descriptions of what it might mean to be a core dev/maintainer.

- Triage newly filed issues,
- Review newly opened pull requests,
- Respond to updates on existing issues and pull requests,
- Drive discussion and decisions on stalled issues and pull requests,
- Provide experience / wisdom on API design questions to ensure consistency and maintainability,
- Project organization (run / attend developer meetings, represent xarray),
- Project evangelism (advertise xarray to new users / collaborate with maintainers of other packages which could interface with xarray),
- Project fundraising (help write and administrate grants that will support xarray),
- Improve documentation or tutorials,
- Maintain xarray's various Continuous Integration Workflows,
- Write code that goes into xarray `main`.

Matt Rocklin's post on [the role of a maintainer](https://matthewrocklin.com/blog/2019/05/18/maintainer) may be interesting background reading,
but should not be taken to strictly apply to the Xarray project.

It is natural that your available time and enthusiasm for the project will wax and wane - this is fine and expected!
It is also common for core developers to have a "niche" - a particular part of the codebase they have specific expertise
with, or certain type of task above which they primarily perform.

If however you feel that is unlikely you will be able to be actively contribute in the foreseeable future
(or especially if you won't be available to answer questions about pieces of code that you wrote previously)
then you may want to consider letting us know you would rather be listed as an "Emeritus Core Developer",
as this would help us in evaluating the overall health of the project.

## Reviewing

### How to conduct a good review

*Always* be kind to contributors. Contributors are often doing
volunteer work, for which we are tremendously grateful. Provide
constructive criticism on ideas and implementations, and remind
yourself of how it felt when your own work was being evaluated as a
novice.

`xarray` strongly values mentorship in code review. New users
often need more handholding, having little to no git
experience. Repeat yourself liberally, and, if you don’t recognize a
contributor, point them to our development guide, or other GitHub
workflow tutorials around the web. Do not assume that they know how
GitHub works (many don't realize that adding a commit
automatically updates a pull request, for example). Gentle, polite, kind
encouragement can make the difference between a new core developer and
an abandoned pull request.

When reviewing, focus on the following:

1. **Usability and generality:** `xarray` is a user-facing package that strives to be accessible
to both novice and advanced users, and new features should ultimately be
accessible to everyone using the package. `xarray` targets the scientific user
community broadly, and core features should be domain-agnostic and general purpose.
Custom functionality is meant to be provided through our various types of interoperability.

2. **Performance and benchmarks:** As `xarray` targets scientific applications that often involve
large multidimensional datasets, high performance is a key value of `xarray`. While
every new feature won't scale equally to all sizes of data, keeping in mind performance
and our [benchmarks](https://github.com/pydata/xarray/tree/main/asv_bench) during a review may be important, and you may
need to ask for benchmarks to be run and reported or new benchmarks to be added.

3. **APIs and stability:** Coding users and developers will make
extensive use of our APIs. The foundation of a healthy ecosystem will be
a fully capable and stable set of APIs, so as `xarray` matures it will
very important to ensure our APIs are stable. Spending the extra time to consider names of public facing
variables and methods, alongside function signatures, could save us considerable
trouble in the future. We do our best to provide [deprecation cycles](https://docs.xarray.dev/en/stable/contributing.html#backwards-compatibility)
when making backwards-incompatible changes.

4. **Documentation and tutorials:** All new methods should have appropriate doc
strings following [PEP257](https://peps.python.org/pep-0257/) and the
[NumPy documentation guide](https://numpy.org/devdocs/dev/howto-docs.html#documentation-style).
For any major new features, accompanying changes should be made to our
[tutorials](https://tutorial.xarray.dev). These should not only
illustrates the new feature, but explains it.

5. **Implementations and algorithms:** You should understand the code being modified
or added before approving it. (See [Merge Only Changes You Understand](#merge-only-changes-you-understand)
below.) Implementations should do what they claim and be simple, readable, and efficient
in that order.

6. **Tests:** All contributions *must* be tested, and each added line of code
should be covered by at least one test. Good tests not only execute the code,
but explore corner cases. It can be tempting not to review tests, but please
do so.

Other changes may be *nitpicky*: spelling mistakes, formatting,
etc. Do not insist contributors make these changes, but instead you should offer
to make these changes by [pushing to their branch](https://docs.github.com/en/pull-requests/collaborating-with-pull-requests/proposing-changes-to-your-work-with-pull-requests/committing-changes-to-a-pull-request-branch-created-from-a-fork), or using GitHub’s [suggestion](https://docs.github.com/en/pull-requests/collaborating-with-pull-requests/reviewing-changes-in-pull-requests/commenting-on-a-pull-request)
[feature](https://docs.github.com/en/pull-requests/collaborating-with-pull-requests/reviewing-changes-in-pull-requests/incorporating-feedback-in-your-pull-request), and
be prepared to make them yourself if needed. Using the suggestion feature is preferred because
it gives the contributor a choice in whether to accept the changes.

Unless you know that a contributor is experienced with git, don’t
ask for a rebase when merge conflicts arise. Instead, rebase the
branch yourself, force-push to their branch, and advise the contributor to force-pull. If the contributor is
no longer active, you may take over their branch by submitting a new pull
request and closing the original, including a reference to the original pull
request. In doing so, ensure you communicate that you are not throwing the
contributor's work away!

### Merge only changes you understand

*Long-term maintainability* is an important concern. Code doesn't
merely have to *work*, but should be *understood* by multiple core
developers. Changes will have to be made in the future, and the
original contributor may have moved on.

Therefore, *do not merge a code change unless you understand it*. Ask
for help freely: we can consult community members, or even external developers,
for added insight where needed, and see this as a great learning opportunity.

While we collectively "own" any patches (and bugs!) that become part
of the code base, you are vouching for changes you merge. Please take
that responsibility seriously.

## Further resources

As a core member, you should be familiar with community and developer
resources such as:

- Our [contributor guide](https://docs.xarray.dev/en/stable/contributing.html).
- Our [code of conduct](https://github.com/pydata/xarray/tree/main/CODE_OF_CONDUCT.md).
- Our [philosophy and development roadmap](https://docs.xarray.dev/en/stable/roadmap.html).
- [PEP8](https://peps.python.org/pep-0008/) for Python style.
- [PEP257](https://peps.python.org/pep-0257/) and the
[NumPy documentation guide](https://numpy.org/devdocs/dev/howto-docs.html#documentation-style)
for docstring conventions.
- [`pre-commit`](https://pre-commit.com) hooks for autoformatting.
- [`black`](https://github.com/psf/black) autoformatting.
- [`flake8`](https://github.com/PyCQA/flake8) linting.
- [python-xarray](https://stackoverflow.com/questions/tagged/python-xarray) on Stack Overflow.
- [@xarray_dev](https://twitter.com/xarray_dev) on Twitter.
- [xarray-dev](https://discord.gg/bsSGdwBn) discord community (normally only used for remote synchronous chat during sprints).

You are not required to monitor any of the social resources.

Where possible we prefer to point people towards asynchronous forms of communication
like github issues instead of realtime chat options as they are far easier
for a global community to consume and refer back to.

We also have a private mailing list for core developers
`xarray-core-team@googlegroups.com` which is sparingly used for discussions
that are required to be private, such as voting on new core members.

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## Inviting new core members

Any core member may nominate other contributors to join the core team.
While there is no hard-and-fast rule about who can be nominated, ideally,
they should have: been part of the project for at least two months, contributed
significant changes of their own, contributed to the discussion and
review of others' work, and collaborated in a way befitting our
community values. After nomination voting will happen on a private mailing list.
While it is expected that most votes will be unanimous, a two-thirds majority of
the cast votes is enough.

Core developers can choose to become emeritus core developers and suspend
their approval and voting rights until they become active again.

## Contribute to this guide (!)

This guide reflects the experience of the current core developers. We
may well have missed things that, by now, have become second
nature—things that you, as a new team member, will spot more easily.
Please ask the other core developers if you have any questions, and
submit a pull request with insights gained.

## Conclusion

We are excited to have you on board! We look forward to your
contributions to the code base and the community. Thank you in
advance!
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