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[INFRA] Update release protocol #432

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47 changes: 32 additions & 15 deletions Release_Protocol.md
Original file line number Diff line number Diff line change
Expand Up @@ -35,7 +35,7 @@ $ git fetch upstream
$ git checkout -b rel/1.2.0 upstream/master
```

### 2. Update the version and the contributors list
### 2. Update the version, contributors list, previous version URLs, and the Changelog

Change the "Unreleased" heading in
[src/CHANGES.md](https://github.com/bids-standard/bids-specification/blob/master/src/CHANGES.md)
Expand Down Expand Up @@ -64,6 +64,21 @@ with the [Contributors wiki page](https://github.com/bids-standard/bids-specific
to ensure all contributors are duly credited.
Be sure not to remove credits if both have been edited.

Please change the previous version links from GitHub to ReadTheDocs.
In the figure below, we update v1.2.2.
![github-to-rtd](release_images/GitHub_to_RTD_spec_rendering.png "github-to-rtd")

Remove `REL:` entries in [src/CHANGES.md](https://github.com/bids-standard/bids-specification/blob/master/src/CHANGES.md).

```Diff
- REL: v1.2.2 #405 (franklin-feingold)
```

Review `src/CHANGES.md` to ensure that the document produces a changelog that is useful to a
reader of the specification.
For example, several small PRs fixing typos might be merged into a single line-item, or less
important changes might be moved down the list to ensure that large changes are more prominent.

### 3. Commit changes and push to upstream

By pushing `rel/` branches to the main repository, the chances of continuous integration
Expand All @@ -84,7 +99,7 @@ Minor revisions may be made using GitHub's [suggestion
feature](https://help.github.com/en/articles/incorporating-feedback-in-your-pull-request).
For larger changes, pull requests should be made against `master`.

**Merging other pull requests during this period requires agreement in this discussion.**
**Merging other pull requests during this period requires agreement among BIDS Maintainers.**

There are no hard-and-fast rules for what other pull requests might be merged, but the focus
should generally be on achieving a self-consistent, backwards-compatible document.
Expand All @@ -95,22 +110,16 @@ probably wait.
If `master` is updated, it should be merged into the `rel/<verison>` branch:

```Shell
$ get fetch upstream
$ git fetch upstream
$ git checkout rel/1.2.0
$ git merge upstream/master
$ git push rel/1.2.0
```

### 5. Clean the changelog
### 5. Set release date and merge

Review `src/CHANGES.md` to ensure that the document produces a changelog that is useful to a
reader of the specification.
For example, several small PRs fixing typos might be merged into a single line-item, or less
important changes might be moved down the list to ensure that large changes are more prominent.

### 6. Set release date and merge

On the day of release, the current date should be added to/updated in the changelog in the form
On the day of release, please ensure the release branch aligns with the master branch.
The current date should be added to/updated in the changelog in the form
YYYY-MM-DD.
The date should be placed after the link to the versioned URL.
For example:
Expand All @@ -122,7 +131,7 @@ For example:

Verify that the pull request title matches "REL: vX.Y.Z" and merge the pull request.

### 7. Tag the release
### 6. Tag the release

GitHub's release mechanism does not have all of the features we need, so manually tag the release
in your local repository.
Expand All @@ -146,7 +155,7 @@ There are four components to the tag command:
4. `upstream/master` instructs `git` to tag the most recent commit on the `master` branch of the
`upstream` remote.

### 8. Create a GitHub release
### 7. Create a GitHub release

Some GitHub processes may only trigger on a GitHub release, rather than a tag push.
To make a GitHub release, go to the [Releases
Expand All @@ -168,7 +177,7 @@ Verify ReadTheDocs builds complete and publish. If needed, manually
trigger [builds](https://readthedocs.org/projects/bids-specification/builds/)
for `stable` and the most recent tag.

### 9. Edit the mkdocs.yml file site_name to set a new development version
### 8. Edit the mkdocs.yml file site_name to set a new development version

Please submit a PR with the title `REL: <version>-dev`.
This should be the first merged PR in the new version.
Expand All @@ -180,3 +189,11 @@ Note that the development version number should be larger than the last release,
version of the next *intended* release, followed by `-dev`.
For example, after the 1.3.0 release, either `1.3.1-dev` or `1.4.0-dev` would be reasonable, based
on the expected next version.

### 9. Sharing news of the release

Please share news of the release on the [identified platforms](https://docs.google.com/spreadsheets/d/16SAGK3zG93WM2EWuoZDcRIC7ygPc5b7PDNGpFyC3obA/edit#gid=0).
Please use our previous release posts as a guide.



Binary file added release_images/GitHub_to_RTD_spec_rendering.png
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