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    <article-meta>
      <title-group>
        <article-title>Idea Paper: Establishing a Professional Society for Research Software</article-title>
      </title-group>
      <contrib-group>
        <aff id="aff0">
          <label>0</label>
          <institution>Gabrielle Allen, University of Illinois Urbana-Champaign Urbana</institution>
          ,
          <addr-line>Illinois</addr-line>
          ,
          <country country="US">USA</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>-This paper provides motivation and an initial plan for creating a professional society (or extending the scope of an existing organization) in research software. The aim of this paper is to initiate a dialogue on this topic.</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>This paper is concerned with ”research software”, by which
we mean the software which is needed to conduct research,
whether it is simulation codes, workflow scripts, visualization
and data analysis tools or low level system software for new
computing environments.1</p>
      <p>Research software is behind many modern advances in
science and engineering, facilitates new understanding and
research methods in the humanities, social sciences, education
and the arts, impacts the research and development agenda
of our major industries, and contributes to national security.
In addition, as we investigate new mechanisms of teaching
and learning in our schools and colleges we expect research
software to play an increasing role across the spectrum of
educational activities.</p>
      <p>
        The development, use and sustaining of research software
takes place around the world primarily at university campuses
and national laboratories by a distributed, unconnected and
often unrepresented set of students, postdoctoral researchers,
programming staff and early-stage faculty. It is a matter of
debate as to whether the current credit mechanism can properly
assess or reward the broad workforce, and the broad activities,
involved in providing and supporting research software. The
current accepted mechanism is via research or experience
publications such as to the SIAM Conference on Computational
Science and Engineering, the IEEE Journal of Computing in
Science &amp; Engineering [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ], PLOS ONE [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ], and others. Other
groups, such as within FORCE11 are looking into software
citation mechanisms [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ] which could contribute particularly
to quantifying how software contributes to scientific discovery,
and hence towards promotion and tenure.
      </p>
      <p>
        Many researchers and practitioners in traditional disciplines
are members of professional societies — for example the
American Physical Society [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ], the Association for Computing
Machinery [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ] or the Institute of Electrical and Electronics
Engineers [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ]. These societies are able to represent the feelings
1The term ”research software” is here specifically chosen over ”scientific
software” to emphasis that such software is not limited to scientific disciplines,
but is essential across all academic and increasingly industrial disciplines.
This work is licensed under a CC-BY-4.0 license.
and wishes of their members, and thus provide the opportunity
to influence change at a high and fundamental level.
      </p>
      <p>This paper proposes the development of an independent
entity which could act as a “professional society” for those
involved in research software. The broad aim of such an
entity would be to bring together those developers, educators,
researchers, and professionals with an interest in research
software to promote dialogue, share resources and experiences,
address challenges and support professional development and
furthering the profession of research software development and
support. In addition, such a society would represent the public
interest in promoting the role of research software.</p>
      <p>This paper lays out initial thoughts on the role this society
might play, and how it might be constructed, funded and
sustained, in the hope that this could be the start of an ongoing
conversation in the WSSSPE community. The end of the short
paper lists potentially similar activities, and if there is interest
in moving ahead with the ideas here, a first step should be
to investigate if the activities would fit within an existing
organization, or an existing organization might be modified
to include these activities.</p>
    </sec>
    <sec id="sec-2">
      <title>II. POTENTIAL ROLES</title>
      <p>This section collects together potential roles that a
professional society for research software might fulfil.
1) Be the leading voice for research software and an
authoritative source of information for the advancement
of research software and its role in benefiting society.
2) Support professional growth of members through
opportunities for life-long learning, career development, and
professional networking.
3) Advocacy and lobbying for research software and
research software providers to federal agencies and
congress including funding and career paths.
4) Coordinating body to collect and analyze information
about research software.
5) Provide effective programs in support of the research
software community and the conduct of the development
and sustaining of research software.
6) Collaborate with national scientific and research
societies for the advancement of research software, research
software education and through this the science
community.
7) Advertising of jobs in research software development,
potentially leading to a mechanism to facilitate
contracting across sites for software expertise.
8) Coordination of awards to reward aspects of software
development.
9) Investigating research software alumni and contribution
to society.
10) Hold and sponsor conferences and workshops in
research software
11) Support journal or other communication medium.
12) Promote an active, engaged and diverse membership,
and support diversity and inclusion across the research
software community.
13) Provide public outreach around research software.
14) Establish and reward outstanding mentors who can help
develop the community.
15) Provide material to help influence the promotion of
research software developers, for example providing
information useful for improving reference letters,
resumes, etc.
16) Develop and monitor education programs in research
software development.
17) Through membership establish professional
qualifications, e.g. fellows.</p>
    </sec>
    <sec id="sec-3">
      <title>III. POTENTIAL FUNDING MECHANISMS</title>
      <p>Funding mechanisms discussions need to include both short
term plans which are focused around start up activities, and
longer term plans focused on appropriate and realistic
sustainable funding models. Realistic understanding particularly
of longer term funding is essential.</p>
      <p>1) Short term initial funding from foundations such Gordon
and Betty Moore or Sloan to provide necessary flexible
funding in preliminary stages.
2) Short term funding for people networking from NSF</p>
      <p>RCN-like solicitation.
3) Initial donations from large sites with a vested interest in
promoting research software (e.g. current HPC centers)
4) Membership fees for individuals, sites, and software
projects.
5) Gifts/membership fees from vendors and industry.</p>
    </sec>
    <sec id="sec-4">
      <title>IV. POTENTIAL ORGANIZATION</title>
      <p>Going ahead with establishing a society would be dependent
on there being individuals interested, motivated, and with the
right skills to organize and lead the activity. This motivates
the need to understand the essential elements needed to bring
together into a comprehensive plan. Generic elements towards
forming a non-profit organization in the US include
1) Find funding to start planning and some operations at
a supportive host university or other organization, then
establish a non-profit organization and apply for
taxexempt status.
2) Establish a group to develop and implement below
plans, think about leadership, mission statement,
advisory team/board.
3) Articulate well the scope of issues for the organization
and the demographic and stakeholders it will serve.
4) Establish a business plan and staff plan, e.g.
Executive Director, communications coordinator,
administrator, come up with a budget plan.
5) Make sure there really is a need and interest in the
organization, and potential funders.
6) Choose a name (with free domain name), and state in
which non-profit will be registered.
7) Assemble a board of directors (3-6 people) with
appropriate experience and diversity across the target
demographic.
8) Follow steps to incorporate the organization, which will
be state dependent. This will include finalizing the name,
filing articles of incorporation and creating bylaws.
9) File for nonprofit status (involves significant fees,
paperwork associated with federal and state tax exemptions).
10) Develop a sustainable fundraising plan and apply for
foundation grants after being awarded 501(c)(3) status.
11) Create a marketing plan to recruit donors and volunteers.
12) Provide good communications and online presence
including social media.</p>
    </sec>
    <sec id="sec-5">
      <title>V. SIMILAR ACTIVITIES</title>
      <p>As mentioned in the introduction, if the idea of a
professional society for research software is of interest, then the
very first task should be to consider where there is overlap
with existing societies, if an additional society is needed,
and whether existing societies might be extended instead of
forming a new society. Also, there are mature domain-specific
societies in some disciplines which should also be looked at in
regard to their potential role. A close second task should be to
consider whether there might be additional new communities
that could be included under the same discussions — for
example in reproducible science or cybersecurity, as well as
thinking about how the research data community overlaps
with the interests of the research software community — and
whether it could make sense to pursue a society focused on
both research data and software.</p>
      <p>
        a) Coalition for Academic Supercomputing Centers
(CASC): CASC [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ] is an educational nonprofit 501(c)(3)
organization representing many US universities and
computing centers. CASC advocates the use of the most advanced
computing technology to accelerate scientific discovery for
national competitiveness, global security, and economic
success, and developing a diverse and well-prepared 21st century
workforce. CASC’s mission is to disseminate information
about the value of HPC and advanced communications
technologies; provide an ?expert resource? for the Executive Office
of the President, the Congress, and government agencies; and
facilitate information exchange within the academic scientific
computation community.
      </p>
      <p>
        b) Association for Computing Machinery (ACM): The
ACM [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ] is the world’s largest computing society. The ACM
carries out it’s mission through conferences, publications,
educational programs, public awareness activities, and special
interest groups. ACM has more than 100,000 members from
industry, academia and government institutions around the
world. ACM publishes, distributes and archives a large number
of research and experience publications in computing and
information technologies. ACM includes a large number of
Special Interest Groups (SIGs) to represent major areas of
computing including Software Engineering and Simulation.
      </p>
      <p>c) Research Software Engineers in the UK: In the United
Kingdom, the Research Software Engineers (RSEs) in the UK
group citerse is based around staff engineers rather than the
field of research software as a whole. It’s objectives are to
create a community to represent UK RSEs, raise awareness
of RSEs; campaign for the recognition and reward of RSEs;
campaign for RSE to be a formal role in academic; organize
networking events for RSEs.</p>
      <p>
        d) Software Sustainability Institute (SSI): Based at the
Universities of Edinburgh, Manchester, Oxford and
Southampton, the mission of the Software Sustainability Institute [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ]
is to cultivate better, more sustainable, research software to
enable world class research. SSI has built a network of Fellows
across research disciplines, championed research software and
software career paths to stakeholders, worked with projects to
improve codes, written guides on software sustainability, and
organized training events.
      </p>
      <p>
        e) NumFOCUS: NumFOCUS [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ] is a non-profit
501(c)(3) organization with a mission to promote sustainable
high-level programming languages, open code development,
and reproducible scientific research through educational
programs and events as well as through fiscal sponsorship of open
source data science projects. NumFOCUS aims to increase
collaboration and communication within the scientific
computing community. Software Carpentry, IPython, Jupyter are
all sponsored NumFOCUS projects.
      </p>
      <p>
        f) Association for Learning Technology (ALT): In the
United Kingdom, the registered charity ALT [
        <xref ref-type="bibr" rid="ref11">11</xref>
        ] is a
professional body and learned society which includes as institutional
members many of the UK’s universities along with public
sector agencies and companies in the IT sector. Activities of
the ALT include a major conference, workshops, certification
of members, consultations around learning technology and
elearning, and producing an open access journal. Core goals
of ALT include promoting the intelligent use of learning
technology, strengthening research and practice in the area,
providing input to educational leaders and influencing policy,
representing members, creating and supporting professional
development, and providing communication.
      </p>
      <p>
        g) Advanced Computing Systems Association (USENIX):
The USENIX association [
        <xref ref-type="bibr" rid="ref12">12</xref>
        ] is a non-profit 501(c)(3)
organization with represents a community of engineers, system
administrators, scientists and technicians working in the
cutting edge of the computing world. USENIX goals are to foster
technical excellence and innovation, supports and
disseminate research with a practical bias, provide a neutral forum
for discussion of technical issues, and encourage computing
outreach into the community. USENIX mechanisms include
annual technical and system administration conferences,
informal specific-topic conferences, a tutorial program, a special
interest group for system administrators, student programs, an
online library, involvement in standards efforts, international
programs, and annual awards.
      </p>
    </sec>
    <sec id="sec-6">
      <title>VI. CONCLUSIONS</title>
      <p>This short paper gathers very preliminary ideas around the
need for a professional society of research software, or for
incorporating research software more fundamentally under the
wings of an existing professional society. The aim of this
paper is to stimulate discussion among potential members and
stakeholders of such a society.</p>
    </sec>
    <sec id="sec-7">
      <title>ACKNOWLEDGMENT</title>
      <p>The author would like to thank the anonymous reviewers
whose suggestions and comments helped improved the paper.</p>
    </sec>
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