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32 changes: 20 additions & 12 deletions doc/maintenance.md
Original file line number Diff line number Diff line change
Expand Up @@ -5,7 +5,7 @@ making releases, creating packages, etc.

If you want to make a contribution to the project, see the {doc}`contributing` instead.

## Onboarding Access Checklist
## Onboarding/Offboarding Access Checklist

Note that anyone can contribute to PyGMT, even without being added to the
[GenericMappingTools team](https://github.com/orgs/GenericMappingTools/teams).
Expand All @@ -15,23 +15,31 @@ communication tools we use.

### As a Contributor

- Added to the [pygmt-contributors team](https://github.com/orgs/GenericMappingTools/teams/pygmt-contributors) (gives 'write' permission to the repository)
- Added as a collaborator on [DAGsHub](https://dagshub.com/GenericMappingTools/pygmt/settings/collaboration) (gives 'write' permission to dvc remote storage)
- Added as a member on [HackMD](https://hackmd.io/@pygmt) (for draft announcements) [optional]
- Add to the [pygmt-contributors team](https://github.com/orgs/GenericMappingTools/teams/pygmt-contributors) (gives 'write' permission to the repository)
- Add as a collaborator on [DAGsHub](https://dagshub.com/GenericMappingTools/pygmt) (gives 'write' permission to dvc remote storage)
- Add as a member on [HackMD](https://hackmd.io/@pygmt) (for draft announcements) [optional]

### As a Maintainer

- Added to the [pygmt-maintainers team](https://github.com/orgs/GenericMappingTools/teams/pygmt-maintainers) (gives 'maintain' permission to the repository)
- Added to "Active Maintainers" on the {doc}`Team Gallery page <team>`
- Added as a moderator on the [GMT forum](https://forum.generic-mapping-tools.org) (to see mod-only discussions) [optional]
- Added as a maintainer on [ReadtheDocs](https://readthedocs.org/projects/pygmt-dev) [optional]
- Added as a curator to the [GMT community](https://zenodo.org/communities/generic-mapping-tools/) on Zenodo (for making releases) [optional]
- Add to the [pygmt-maintainers team](https://github.com/orgs/GenericMappingTools/teams/pygmt-maintainers) (gives 'maintain' permission to the repository)
- Add to "Active Maintainers" on the {doc}`Team Gallery page <team>`
- Add as a moderator on the [GMT forum](https://forum.generic-mapping-tools.org) (to see mod-only discussions) [optional]
- Add as a maintainer on [ReadtheDocs](https://readthedocs.org/projects/pygmt-dev) [optional]
- Add as a curator to the [GMT community](https://zenodo.org/communities/generic-mapping-tools/) on Zenodo (for making releases) [optional]

### As an Administrator

- Added to the [pygmt-admin team](https://github.com/orgs/GenericMappingTools/teams/pygmt-admin) (gives 'admin' permission to the repository)
- Added as an admin on [DAGsHub](https://www.dagshub.com/GenericMappingTools/pygmt/settings/collaboration)
- Added as a maintainer on [PyPI](https://pypi.org/project/pygmt/) and [Test PyPI](https://test.pypi.org/project/pygmt) [optional]
- Add to the [pygmt-admin team](https://github.com/orgs/GenericMappingTools/teams/pygmt-admin) (gives 'admin' permission to the repository)
- Add as an admin on [DAGsHub](https://www.dagshub.com/GenericMappingTools/pygmt)
- Add as a maintainer on [PyPI](https://pypi.org/project/pygmt/) and [Test PyPI](https://test.pypi.org/project/pygmt) [optional]

**Note**: When a maintainer is no longer active (no activity in one year), we will mirror
the onboarding access checklist:

- Move from the [pygmt-maintainers team](https://github.com/orgs/GenericMappingTools/teams/pygmt-maintainers)
to [pygmt-contributors team](https://github.com/orgs/GenericMappingTools/teams/pygmt-contributors)
- Move from "Active Maintainers" to "Distinguished Contributors" on the {doc}`Team Gallery page <team>`
- Remove 'maintain' permission from GMT forum, ReadTheDocs, Zenodo

## Branches

Expand Down