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Only Project Administrators can view, after signing in to insights, Identities & Affiliations for their project if they have access. If you do not have access, click Request To Edit Affiliations from navigation bar to request for access.
Only Project Administrators can manage affiliations of contributors for their projects.
Contributors who are not affiliated with any organization are counted as Unknown for Insight dashboard visualizations at organization level contribution.
As a project manager, you can manage different identities, such as email address and username of each contributor for a project, and affiliate their identities with the organizations they are associated with. If a profile does not have an affiliation with an identity or organization, its contributions are not counted in various Insights dashboards. To address this problem, Affiliation Management manages contributor identities including capabilities for merging identities and other data related to them such as affiliation to organizations. Affiliation Management identifies missing affiliations and helps you address them too.
Important: You must request and be granted access to edit affiliations before you can manage unaffiliated contributors. After you are granted access, navigate to the project dashboard. Identities & Affiliations is displayed on the navigation bar beside Community Leaderboard.
****Data Affiliation
Affiliation is a close association or connection to an organization, company, and so on. An example of affiliation is being a contributor to a community organization. Or, a contributor could belong to two or more companies that are related through common ownership but are treated as one. In this case, a single contributor might have multiple identities such as two different company emails. Data affiliation connects or associates these identities.
Insights uses Identities and Affiliations to handle data affiliations as follows:
Open source projects rely on a variety of data sources and tools to support and coordinate development activities, for example:
Git repositories, such as Gerrit or GitHub projects
Issue trackers such as Jira, GitHub Issues or Bugzilla
Messaging tools such as Slack, Groups.io or mailing lists
Build tools such as Jenkins
Project contributors can access the tools using different identities, for example: email, username. In Insights, each contributor has a profile. A profile has personal details and can include multiple identities and organization affiliations.
An identity can be a combination of email address, full name, or username. Examples of identities are "commit signatures" (that is, full names and email addresses) of committers and authors in Git repositories. However, the identities used by the same profile (contributor) may differ across the tools used in the project. A project profile might use more than one identity for the same tool (for example, in version control systems and mailing lists). In addition, an identity can be shared by project profiles, such as during pair programming (that is, the same email address for both profiles).
Insights manages identities across sources allowing identities to be affiliated, for example, a company and organization affiliation. In a database, identity and affiliation data is stored across domains. INSIGHTS evaluates individual contributions to open source projects by tracking the unique identities of profiles and their related information such as country and organization. Projects then produce meaningful statistics about their communities, because individual contributions are not underestimated.
An analysis of the enriched information (identities, affiliation, bot status, and so on) allows for a correct count of developers and others in software development. INSIGHTS retrieves the data, stores it in databases, analyzes it, and produces dashboards for visualizing the resulting information. The results let you measure any project as a whole using aggregated data of more than one type.
An identity is a record (tuple) composed of a name, email, username, and the name of the source from where it was extracted. Records are converted to unique identifiers.
Each unique identity has a profile that summarizes the user data. The profile can be linked to more than one identity and you can merge an identity to the profile.
Important:
LF Insights automatically merges a new identity to an existing profile if the new identity has the same email address and name that of the existing profile in the relational database.
LF Insights supports names with special characters while checking for an identity:
Single Apostrophe (')
Double Apostrophe (")
Dejan Mijić
Ján Srni?ek, and so on
To Manage an Identity:
Select a project name of interest.
Click Identities & Affiliations.
Select a profile from Top Unaffiliated Contributor list or search for a profile.
Click a row that corresponds to a name of interest.
Navigate to Identity Management. The profile identities are listed. Each identity shows Name, E-mail, Username, Source, and an Unmerge button. Note: Unmerge CTA button is not displayed:
If there is only one identity associated with the profile
for the unique profile to which identities are merged
Continue to merge or unmerge an identity profile:
An identity relates a profile with a unique identity.
1. Click Add New. The Add an Identity pane appears:
2. Type a name or email in the Search field, and press Enter. Matching results appear.
3. Find the unaffiliated identity (Affiliations is blank) that you want to add, and click Add on the row.
4. Click X to close the window. The added identity is listed in Profile Identities.
After you add a unique identity to a profile, the identity appears under Identity Management .
Click Unmerge, and confirm **** to unmerge the unique identity from the user profile.
Affiliation Management becomes enable for you after you request and, are granted access to your specific projects.
Prerequisites: You must have a Single Sign-On (SSO) account. Create an account if you do not have an SSO account.
1. Sign in to LFX Insights, and navigate to a project group or individual project dashboard.
2. From the navigation bar, click Request To Edit Affiliations.
3. Provide details in the form that appears.
4. Click Create.
You are notified when you are granted access. After you are granted access, use your SSO account credentials to sign in and, search and manage contributors' affiliations.
Prerequisites: Ensure that you have access to Identities & Affiliations for project.
To View and Address Unaffiliated Contributors:
Click a project of interest.
Click Identities & Affiliations.
A menu provides the following options:
Home lists the top unaffiliated contributors, and lets you search profiles.
Blacklist lists shows blacklisted email addresses in alphabetical order, lets you search and add an email address to the blacklist, and remove an email address from blacklist.
Top Unaffiliated Contributors list the top-ten contributors with the greatest numbers of contributions that have no affiliation.
Missing affiliations for this contributor's profile might cause inaccurate counts for your project statistics.
1. Search a profile by typing the name in the field or under Top Unaffiliated Contributors, click the name of the contributor or hover mouse over Commits number for the contributor of interest and click search.
Note: The unique identity of the profile is displayed with all the details, such as Name, Email, Affiliations, Bot, Country, Last Modified On, and # specifying the number of identities associated with the person.
Searching a contributor by clicking his/her name under Top Unaffiliated Contributors, shows the unique identity of the contributor's profile.
Searching a contributor by entering his/her name in the Search Profiles field, shows all the identities associated with the profile.
2. Click the name under Name column to see identities associated with the profile.
3. Continue to Step 5 of Merge or Un-merge an Identity Profile.
4. Select Home and scan Top Unaffiliated Contributors. The contributor name is no longer listed because you have addressed the missing affiliations.
Due to a lag in the list refresh, names can remain in a Top Unaffiliated list even after you have addressed the missing affiliation. Check the list again later.
Edit a profile to add or update contributor information. You can mark a profile as a bot to indicate that the activity may not be worth counting. By doing so, contributions for this profile will not be counted in dashboards.
To Edit a Profile:
1. Click a project of interest.
2. Click Identities & Affiliations.
3. Select a profile from the Top Unaffiliated Contributors list or search for a profile that you want to edit.
4. Click a row that corresponds to a name of interest.
5. From User Profile Details section, click Edit. ****The Name, E-mail, and Bot fields become editable.
6. Update any of the Personal Details and click Save Changes.
You can search by a name or keyword to find specific profiles. The search results let you identify what data (for example, Email or Affiliations) is not provided in a profile, and that you might want to add.
To Search a Profile:
1. Click a project of interest.
2. Click Identities & Affiliations.
3. In Search Profiles field, enter a name or keyword and click Search.
Profile results show Name, Email, Affiliations, Bot, Country, Last Modified, and #. The following column headers require explanation:
Affiliations shows the name of the organization that is affiliated with the profile.
Number (#) shows the number of identities associated with the profile.
4. (Optional) Continue to Merge or Un-merge an Identity Profile.
Organizations are shared accounts where open source projects can collaborate across many projects at once. Affiliation Management lets you:
Affiliate a profile with one or more organizations and for a specific enrollment period—this means that Insights counts the affiliated profile data in various organization charts and graphs.
Delete an organization affiliation—this means that Insights does not count the affiliated profile data in organization charts and graphs.
Select a project name of interest.
Click Identities & Affiliations.
Click a row that corresponds to a name of interest. Profile Information appears.
Navigate to Organization Affiliation. Organizations and their corresponding enrollment dates are listed.
Continue to add or delete organization affiliations:
An organization affiliation relates a profile (unique identity) and an organization. An enrollment specifies that the person is associated with (employed at) an organization during a certain period.
1. Click Add New. The Add an Enrollment pane appears. Note: Organization Name and Start date are mandatory fields.
2. In the Organization Name field, start typing the name you want to add and select a name from the drop-down list that appears. (Click X next to the field to cancel your selection.) Note: If organization name doesn't appear from list, click Add new Organization from the option shown.
3. Specify an enrollment period by selecting start and end dates. Enter in a date field or click the down arrow to open a calendar and select a date. You can change the enrollment period at anytime.
4. Click Add Enrollment. The organization is listed in Affiliations.
Click Delete next to the organization that you want to withdraw.
Click Delete on the Confirm dialog that appears.
The organization affiliation is deleted.
You can update only enrollment dates.
Click Update next to the organization for which you want to update the enrollment dates.
Change enrollment dates, and click Update Enrollment Dates. The organization affiliation is updated.
Select a profile from Top Unaffiliated Contributors list or .
A blacklist prevents an email address from being merged with other identities.
To Blacklist an Email Address:
1. Select a project name of interest.
2. Click Identities & Affiliations.
3. Select Blacklist from the menu.
4. (Optional) Enter an email address in the Search by email field and click Search. Email results list matches.
5. In the New blacklist email field, enter the email address that you want to add, and click Add.
6. Click Ok on the Success confirmation dialog that appears. The Email blacklist shows the added email address.
You can delete an email address from the Blacklist. This action means that this email address can be merged with other identities.
From Blacklist menu, click Delete on the row of the email address that you want to delete from the blacklist.
Click Delete on the Confirm dialog that appears.
Click Ok on the Success confirmation dialog that appears.