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CODE_OF_CONDUCT.md

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Table of Contents
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-----------------
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* [Code of Conduct](#code-of-conduct)
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* [Guide for the Sage Code of Conduct Committee](#guide-for-the-sage-code-of-conduct-committee)
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This document has two parts: the Code of Conduct itself, followed by a
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part describing the roles and procedures for the Sage Code of Conduct
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Committee.
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# Code of Conduct #
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This document has two parts: the current one --- the Code of Conduct
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itself --- and a second part describing the role of and procedures for
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the Sage Code of Conduct Committee.
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This Code was approved by the Sage community by a vote which ended on
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November 24, 2014.
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also lead to communication problems and unhappiness. People who love working on
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Sage can more effectively collaborate with others if they follow this Code.
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This document is complemented by a second, [the Code of Conduct
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Committee Manual](/CODE_OF_CONDUCT_COMMITTEE.md), which describes the
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roles and procedures for the Sage Code of Conduct Committee.
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## Guidelines ##
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1. Be friendly and patient.
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## Amending the Code of Conduct ##
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The first part of this document may be amended by a vote of the Sage
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This document may be amended by a vote of the Sage
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community in the sage-devel Google group, with the exception of facts
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like the membership of the Sage Code of Conduct Committee, changes to
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URLs, or changes to email addresses: changes like that can be done via
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a normal pull request. Any pull requests involving this document
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should list the committee members as reviewers.
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# Guide for the Sage Code of Conduct Committee #
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## Introduction ##
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This is the manual followed by the Sage Code of Conduct Committee. It is used
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when we respond to an issue to make sure we’re consistent and fair.
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Enforcing the Code of Conduct impacts our community today and for the
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future. It’s an action that we do not take lightly. When reviewing
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enforcement measures, the Sage Code of Conduct Committee will keep the
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following values and guidelines in mind:
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- Act in a personal manner rather than impersonal. The committee can
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engage the parties to understand the situation, while respecting the
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privacy and any necessary confidentiality of reporters. However,
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it is sometimes necessary to communicate with one or more
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individuals directly: the committee’s goal is to improve the health
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of our community rather than only produce a formal decision.
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- Emphasize empathy for individuals rather than judging behavior,
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avoiding binary labels of “good” and “bad/evil”. Overt, clear-cut
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aggression and harassment exists and we will address that
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firmly. But many scenarios that can prove challenging to resolve are
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those where normal disagreements devolve into unhelpful or harmful
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behavior from multiple parties. Understanding the full context and
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finding a path that re-engages all is hard, but ultimately the most
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productive for our community.
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- We understand that email is a difficult medium and can be
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isolating. Receiving criticism over email, without personal contact,
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can be particularly painful. This makes it especially important to
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keep an atmosphere of open-minded respect of the views of others. It
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also means that we must be transparent in our actions, and that we
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will do everything in our power to make sure that all our members
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are treated fairly and with sympathy.
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- Discrimination can be subtle and it can be unconscious. It can show
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itself as unfairness and hostility in otherwise ordinary
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interactions. We know that this does occur, and we will take care to
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look out for it. We would very much like to hear from you if you
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feel you have been treated unfairly, and we will use these
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procedures to make sure that your complaint is heard and addressed.
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- Help increase engagement in good discussion practice: try to
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identify where discussion may have broken down and provide
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actionable information, pointers and resources that can lead to
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positive change on these points.
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- Be mindful of the needs of new members: provide them with explicit
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support and consideration, with the aim of increasing participation
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from underrepresented groups in particular.
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Individuals come from different cultural backgrounds and native
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languages. Try to identify any honest misunderstandings caused by a
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non-native speaker and help them understand the issue and what they
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can change to avoid causing offense. Complex discussion in a foreign
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language can be very intimidating, and we want to grow our diversity
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also across nationalities and cultures.
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Mediation: voluntary, informal mediation is a tool at our disposal. In
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some contexts, such as when two or more parties have escalated to the
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point of inappropriate behavior (something sadly common in human
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conflict), it may be useful to facilitate a mediation process. This is
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only an example: the committee can consider mediation in any case,
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mindful that the process is meant to be strictly voluntary and no
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party can be pressured to participate. If the committee suggests
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mediation, it should:
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- Find a candidate who can serve as a mediator.
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- Obtain the agreement of the reporter(s). The reporter(s) have
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complete freedom to decline the mediation idea, or to propose an
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alternate mediator.
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- Obtain the agreement of the reported person(s).
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- Settle on the mediator: while parties can propose a different
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mediator than the suggested candidate, only if common agreement is
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reached on all terms can the process move forward.
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- Establish a timeline for mediation to complete, ideally within two weeks.
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The mediator will engage with all the parties and seek a resolution
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that is satisfactory to all. Upon completion, the mediator will
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provide a report (vetted by all parties to the process) to the
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committee, with recommendations on further steps. The committee will
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then evaluate these results (whether satisfactory resolution was
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achieved or not) and decide on any additional action deemed necessary.
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## How the committee will respond to reports ##
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When the committee (or a committee member) receives a report, they
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will first determine whether the report is about a clear and severe
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breach (as defined below). If so, immediate action needs to be taken
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in addition to the regular report-handling process.
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### Clear and severe breach actions ###
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We know that it is painfully common for internet communication to
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start at or devolve into obvious and flagrant abuse. We will deal
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quickly with clear and severe breaches like personal threats, violent,
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sexist, or racist language.
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When a member of the Sage Code of Conduct Committee becomes aware of a
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clear and severe breach, they will do the following:
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- Immediately disconnect the originator from all Sage communication channels.
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- Reply to the reporter that their report has been received and that
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the originator has been disconnected.
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- In every case, the moderator should make a reasonable effort to
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contact the originator, and tell them specifically how their
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language or actions qualify as a “clear and severe breach”. The
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moderator should also say that, if the originator believes this is
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unfair or they want to be reconnected to Sage, they have the right
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to ask for a review, as below, by the Sage Code of Conduct Committee. The
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moderator should copy this explanation to the Sage Code of Conduct
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Committee.
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The Sage Code of Conduct Committee will formally review and sign off on all
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cases where this mechanism has been applied to make sure it is not
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being used to control ordinary heated disagreement.
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### Report handling ###
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When a report is sent to the committee, they will immediately reply to
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the reporter to confirm receipt. This reply must be sent within 72
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hours, and the group should strive to respond much quicker than that.
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If a report doesn’t contain enough information, the committee will
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obtain all relevant data before acting. The committee is empowered to
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contact any individuals involved to get a more complete account of
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events.
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The committee will then review the incident and determine, to the best of their ability:
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- What happened.
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- Whether this event constitutes a Code of Conduct violation.
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- Who are the responsible party/parties.
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- Whether this is an ongoing situation, and whether there is a threat to anyone’s physical safety.
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This information will be collected in writing, and whenever possible
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the group’s deliberations will be recorded and retained (i.e., chat
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transcripts, email discussions, recorded conference calls, summaries
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of voice conversations, etc.).
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It is important to retain an archive of all activities of this
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committee to ensure consistency in behavior and provide institutional
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memory for the project. To assist in this, the default channel of
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discussion for this committee will be a private mailing list
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accessible to current and future members of the committee. If the
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committee finds the need to use off-list communications (e.g., phone
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calls for early/rapid response), it should, in all cases, summarize
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these back to the list so there’s a good record of the process.
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The Sage Code of Conduct Committee should aim to have a resolution agreed upon
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within two weeks. In the event that a resolution can’t be determined
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in that time, the committee will respond to the reporter(s) with an
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update and projected timeline for the resolution.
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## Resolutions ##
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The committee must agree on a resolution by consensus. If the group
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cannot reach consensus and deadlocks for over a week, the committee is
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empowered to consult as needed to try to reach consensus.
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Possible responses may include:
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- Taking no further action:
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- if we determine no violations have occurred.
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- if the matter has been resolved publicly while the committee was considering responses.
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- Coordinating voluntary mediation: if all involved parties agree, the
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committee may facilitate a mediation process as detailed above.
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- Remind publicly, and point out that some behavior/actions/language
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have been judged inappropriate and why in the current context, or
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can but hurtful to some people, requesting the community to
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self-adjust.
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- A private reprimand from the committee to the individual(s)
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involved. In this case, a representative of the committee will
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deliver that reprimand to the individual(s) over email, cc’ing the
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group.
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- A public reprimand. In this case, a committee representative will deliver
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that reprimand in the same venue that the violation occurred, within
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the limits of practicality. E.g., the original mailing list for an
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email violation, but for a chat room discussion where the
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person/context may be gone, they can be reached by other means. The
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group may choose to publish this message elsewhere for documentation
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purposes.
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- A request for a public or private apology, assuming the reporter
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agrees to this idea: they may, at their discretion, refuse further
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contact with the violator. A committee representative will deliver
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this request. The committee may, if it chooses, attach “strings” to
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this request: for example, the group may ask a violator to
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apologize, in order to retain one’s membership on a mailing list.
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- A “mutually agreed upon hiatus” where the committee asks the
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individual to temporarily refrain from community participation. If
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the individual chooses not to take a temporary break voluntarily,
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the committee may issue a “mandatory cooling off period”.
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- A permanent or temporary ban from some or all Sage spaces (mailing
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lists, GitHub, etc.). The group will maintain records of all such
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bans so that they may be reviewed in the future or otherwise
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maintained.
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Once a resolution is agreed upon, the committee will contact the
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original reporter and any other affected parties and explain that the
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committee has taken action. Depending on the situation, the committee
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may or may not choose to provide further details about what actions
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were taken and how they might affect the reporter.
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The committee will never publicly discuss the issue; all public
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statements will be made by a representative of the Sage Code of Conduct
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Committee.
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## Conflicts of interest ##
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In the event of any conflict of interest, a committee member must
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immediately notify the other members, and recuse themselves if
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necessary.
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## Amending the Code of Conduct Committee manual ##
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This part of the document may be amended by a vote of the Sage Code of
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Conduct Committee.
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## Credits ##
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Portions of the first part (the code itself) are adapted from the
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Portions of this are adapted from the
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[SciPy code of
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conduct](https://docs.scipy.org/doc/scipy/dev/conduct/code_of_conduct.html)
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and the [NumFOCUS code of
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conduct](https://numfocus.org/code-of-conduct). The second part (the
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guide for the Sage Code of Conduct Committee) is largely adapted from
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the [SciPy report handling
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manual](https://docs.scipy.org/doc/scipy/dev/conduct/report_handling_manual.html).
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conduct](https://numfocus.org/code-of-conduct).

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