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Changes to the affiliation policy#1921

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caterina-doglioni wants to merge 7 commits intoHSF:mainfrom
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Open

Changes to the affiliation policy#1921
caterina-doglioni wants to merge 7 commits intoHSF:mainfrom
caterina-doglioni:main

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@caterina-doglioni
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This PR adds changes to the projects and affiliation pages that were mentioned in an email to the SG, namely:

  • Change the "Tiers" wording with respect to the original EVERSE one to reflect comments made by @graeme-a-stewart
  • Mentioned that the affiliated projects decide their software category by themselves (minor doubt: what if the reviewers don't agree? Should we have a light-touch review of this?)
  • Turn the differential criteria for software of different tiers into desirable criteria that is not necessary for affiliation
  • Add mentions and contextualisation page for connections to ICFA and EVERSE
  • Soften the "number of developers" criteria

I'd be very happy to have comments on the wording and text, we can also discuss this at the next SG before merging.

Tagging @roiser @graeme-a-stewart @eduardo-rodrigues for a read and a review.

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@eduardo-rodrigues
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Hello @caterina-doglioni, and thank you very much!

I see that you did not work atop my other PR #1918 on the updates to the affiliation programme. I will see if I can rebase/"merge" but otherwise we can review and in the end merge together.

Agreed that we can leave the PRs open since it is easy enough to use the preview to check the new version, when diffs are non-obvious sometimes.

Comment thread projects/hsf_everse_icfa.md Outdated

EVERSE is a EU-funded project (GA 101129744, HORIZON-INFRA-2023-EOSC-01-02) aiming to create a framework for research software and code excellence, collaboratively designed and championed by the research communities, in pursuit of building a European network of Research Software Quality and setting the foundations of a future Virtual Institute for Research Software Excellence.

EVERSE has the following objectives:
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Just in case, is there an EVERSE document one can refer to here or at the bottom of this list/section for a comprehensive description? Guess so, and probably a good thing to provide the pointer.

Comment thread projects/hsf_everse_icfa.md Outdated
Comment thread projects/hsf_everse_icfa.md Outdated
Comment thread projects/hsf_everse_icfa.md Outdated
Comment thread projects/hsf_everse_icfa.md Outdated
Comment thread projects/hsf_everse_icfa.md Outdated
Comment thread projects/affiliated.md Outdated
Comment thread projects/affiliated.md Outdated
Co-authored-by: Eduardo Rodrigues <eduardo.rodrigues@cern.ch>
Co-authored-by: Eduardo Rodrigues <eduardo.rodrigues@cern.ch>
Comment thread projects/affiliated.md Outdated
Comment thread projects/hsf_everse_icfa.md Outdated
Comment thread projects/hsf_everse_icfa.md Outdated
Comment thread projects/hsf_everse_icfa.md Outdated
Co-authored-by: Eduardo Rodrigues <eduardo.rodrigues@cern.ch>
@eduardo-rodrigues
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Good morning @caterina-doglioni, I went ahead and committed my suggestions since nobody complained in several days :).

@caterina-doglioni
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Great, thanks! I should have 1h or so this afternoon to get your changes in as well (unless you've done that already, haven't checked :) )

Comment thread projects/guidelines.md
From these levels we have developed guidelines that projects can examine to
understand typical levels of maturity, developer support, community support and
engagement.
**Research software infrastructure** include software that captures broadly accepted ideas, methods and models for use in research, often warranting close involvement of researchers in its development. This kind of software is broadly applicable, but it does not necessarily mean that its codebase will be large. A research software classed as infrastructure could be a comprehensive toolkit meeting a research need, but it could also be a smaller focused software package that is essential for several research communities. In the case of research software infrastructure, the maturity of the codebase, developer support, community support and engagement warrant specific recommendations.
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Suggested change
**Research software infrastructure** include software that captures broadly accepted ideas, methods and models for use in research, often warranting close involvement of researchers in its development. This kind of software is broadly applicable, but it does not necessarily mean that its codebase will be large. A research software classed as infrastructure could be a comprehensive toolkit meeting a research need, but it could also be a smaller focused software package that is essential for several research communities. In the case of research software infrastructure, the maturity of the codebase, developer support, community support and engagement warrant specific recommendations.
**Research software infrastructure** includes software that captures broadly accepted ideas, methods and models for use in research, often warranting close involvement of researchers in its development. This kind of software is broadly applicable, but it does not necessarily mean that its codebase will be large. A research software classed as infrastructure could be a comprehensive toolkit meeting a research need, but it could also be a smaller focused software package that is essential for several research communities. In the case of research software infrastructure, the maturity of the codebase, developer support, community support and engagement warrant specific recommendations.

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Thank you again very much for this important and great update!

@eduardo-rodrigues
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eduardo-rodrigues commented May 6, 2026

Hello @caterina-doglioni, indeed I went ahead and implemented my little suggestions, and merged. They were basically additions of links. See if OK with you. Otherwise there are 2 trivial things, up to you.

In any case, as per the SG discussions, this important update is now approved. Merge when done/happy.

Thank you to everyone who contributed!

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