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author | Thomas Voss <mail@thomasvoss.com> | 2024-11-27 20:54:24 +0100 |
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committer | Thomas Voss <mail@thomasvoss.com> | 2024-11-27 20:54:24 +0100 |
commit | 4bfd864f10b68b71482b35c818559068ef8d5797 (patch) | |
tree | e3989f47a7994642eb325063d46e8f08ffa681dc /doc/rfc/rfc4677.txt | |
parent | ea76e11061bda059ae9f9ad130a9895cc85607db (diff) |
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diff --git a/doc/rfc/rfc4677.txt b/doc/rfc/rfc4677.txt new file mode 100644 index 0000000..3e53e90 --- /dev/null +++ b/doc/rfc/rfc4677.txt @@ -0,0 +1,2803 @@ + + + + + + +Network Working Group P. Hoffman +Request for Comments: 4677 VPN Consortium +FYI: 17 S. Harris +Obsoletes: 3160 University of Michigan +Category: Informational September 2006 + + + The Tao of IETF: A Novice's Guide to + the Internet Engineering Task Force + +Status of This Memo + + This memo provides information for the Internet community. It does + not specify an Internet standard of any kind. Distribution of this + memo is unlimited. + +Copyright Notice + + Copyright (C) The Internet Society (2006). + +Abstract + + This document describes the inner workings of IETF meetings and + Working Groups, discusses organizations related to the IETF, and + introduces the standards process. It is not a formal IETF process + document but instead an informational overview. + + + + + + + + + + + + + + + + + + + + + + + + + +Hoffman & Harris Informational [Page 1] + +RFC 4677 The Tao of IETF September 2006 + + +Table of Contents + + 1. Introduction ....................................................4 + 2. Acknowledgements ................................................5 + 3. What Is the IETF? ...............................................5 + 3.1. Humble Beginnings ..........................................6 + 3.2. The Hierarchy ..............................................7 + 3.2.1. ISOC (Internet Society) .............................7 + 3.2.2. IESG (Internet Engineering Steering Group) ..........8 + 3.2.3. IAB (Internet Architecture Board) ..................10 + 3.2.4. IANA (Internet Assigned Numbers Authority) .........11 + 3.2.5. RFC Editor .........................................11 + 3.2.6. IETF Secretariat ...................................12 + 3.3. IETF Mailing Lists ........................................12 + 4. IETF Meetings ..................................................13 + 4.1. Registration ..............................................14 + 4.2. Take the Plunge and Stay All Week! ........................15 + 4.3. Newcomer Training .........................................16 + 4.4. Dress Code ................................................16 + 4.5. Seeing Spots Before Your Eyes .............................16 + 4.6. Terminal Room .............................................17 + 4.7. Meals and Other Delights ..................................17 + 4.8. Social Event ..............................................18 + 4.9. Agenda ....................................................18 + 4.10. EDU to the Rescue ........................................19 + 4.11. Where Do I Fit In? .......................................19 + 4.11.1. IS Managers .......................................19 + 4.11.2. Network Operators and ISPs ........................19 + 4.11.3. Networking Hardware and Software Vendors ..........20 + 4.11.4. Academics .........................................20 + 4.11.5. Computer Trade Press ..............................20 + 4.12. Proceedings ..............................................21 + 4.13. Other General Things .....................................21 + 5. Working Groups .................................................22 + 5.1. Working Group Chairs ......................................23 + 5.2. Getting Things Done in a Working Group ....................24 + 5.3. Preparing for Working Group Meetings ......................25 + 5.4. Working Group Mailing Lists ...............................26 + 5.5. Interim Working Group Meetings ............................27 + 6. BOFs ...........................................................27 + 7. New to the IETF and Coming to a Meeting? STOP HERE! + (Temporarily) ..................................................28 + 8. RFCs and Internet Drafts .......................................29 + 8.1. Getting an RFC Published ..................................29 + 8.2. Letting Go Gracefully .....................................30 + 8.3. Internet Drafts ...........................................31 + 8.3.1. Recommended Reading for Writers ....................32 + 8.3.2. Filenames and Other Matters ........................33 + + + +Hoffman & Harris Informational [Page 2] + +RFC 4677 The Tao of IETF September 2006 + + + 8.4. Standards-Track RFCs ......................................34 + 8.4.1. Telling It Like It Is -- Using MUST and SHOULD + and MAY ............................................35 + 8.4.2. Normative References in Standards ..................36 + 8.4.3. IANA Considerations ................................37 + 8.4.4. Security Considerations ............................37 + 8.4.5. Patents in IETF Standards ..........................37 + 8.5. Informational and Experimental RFCs .......................38 + 9. How to Contribute to the IETF ..................................39 + 9.1. What You Can Do ...........................................39 + 9.2. What Your Company Can Do ..................................40 + 10. IETF and the Outside World ....................................40 + 10.1. IETF and Other Standards Groups ..........................40 + 10.2. Press Coverage of the IETF ...............................41 + 11. Security Considerations .......................................42 + Appendix A. Related Information ...................................43 + A.1. Why "the Tao"? ............................................43 + A.2. Useful Email Addresses ....................................43 + A.3. Useful Documents and Files ................................44 + A.4. Acronyms and Abbreviations Used in the Tao ................44 + Appendix B. IETF Guiding Principles ...............................45 + B.1. General ...................................................45 + B.2. Management and Leadership .................................45 + B.3. Process ...................................................46 + B.4. Working Groups ............................................46 + B.5. Documents .................................................47 + Informative References ............................................48 + + + + + + + + + + + + + + + + + + + + + + + + +Hoffman & Harris Informational [Page 3] + +RFC 4677 The Tao of IETF September 2006 + + +1. Introduction + + Since its early years, attendance at Internet Engineering Task Force + (IETF) face-to-face meetings has grown phenomenally. Many of the + attendees are new to the IETF at each meeting, and many of those go + on to become regular attendees. When the meetings were smaller, it + was relatively easy for a newcomer to get into the swing of things. + Today, however, a newcomer meets many more new people, some + previously known only as the authors of documents or thought- + provoking email messages. + + This document describes many aspects of the IETF, with the goal of + explaining to newcomers how the IETF works. This will give them a + warm, fuzzy feeling and enable them to make the meeting and the + Working Group discussions more productive for everyone. + + Of course, it's true that many IETF participants don't go to the + face-to-face meetings at all. Instead, they're active on the mailing + list of various IETF Working Groups. Since the inner workings of + Working Groups can be hard for newcomers to understand, this document + provides the mundane bits of information that newcomers will need in + order to become active participants. + + The IETF is always in a state of change. Although the principles in + this document are expected to remain largely the same over time, + practical details may well have changed by the time you read it; for + example, a web-based tool may have replaced an email address for + requesting some sort of action. + + Many types of IETF documentation are mentioned in the Tao, from BCPs + to RFCs and FYIs and STDs. BCPs make recommendations for Best + Current Practices in the Internet; RFCs are the IETF's main technical + documentation series, politely known as "Requests for Comments"; FYIs + provide topical and technical overviews that are introductory or + appeal to a broad audience; and STDs are RFCs identified as + "standards". See Section 8 for more information. + + The acronyms and abbreviations used in this document are usually + expanded in place and are explained fully in Appendix A. + + This document is intended to obsolete FYI 17, RFC 3160. See Section + 3.2.5 for information on what it means for one RFC to obsolete + another. + + + + + + + + +Hoffman & Harris Informational [Page 4] + +RFC 4677 The Tao of IETF September 2006 + + +2. Acknowledgements + + The original version of this document, published in 1994, was written + by Gary Malkin. His knowledge of the IETF, insights, and unmatched + writing style set the standard for this later revision, and his + contributions to the current document are also much appreciated. + Paul Hoffman wrote significant portions of this revision and provided + encouragement, expertise, and much-needed guidance. Other + contributors include Brian Carpenter, Scott Bradner, Michael Patton, + Donald E. Eastlake III, Tony Hansen, Pekka Savola, Lisa Dusseault, + the IETF Secretariat, members of the User Services Working Group, and + members of the PESCI design team. + +3. What Is the IETF? + + The Internet Engineering Task Force is a loosely self-organized group + of people who contribute to the engineering and evolution of Internet + technologies. It is the principal body engaged in the development of + new Internet standard specifications. The IETF is unusual in that it + exists as a collection of happenings, but is not a corporation and + has no board of directors, no members, and no dues; see [BCP95], "A + Mission Statement for the IETF", for more detail. + + Its mission includes the following: + + o Identifying, and proposing solutions to, pressing operational and + technical problems in the Internet + + o Specifying the development or usage of protocols and the near-term + architecture to solve such technical problems for the Internet + + o Making recommendations to the Internet Engineering Steering Group + (IESG) regarding the standardization of protocols and protocol + usage in the Internet + + o Facilitating technology transfer from the Internet Research Task + Force (IRTF) to the wider Internet community + + o Providing a forum for the exchange of information within the + Internet community between vendors, users, researchers, agency + contractors, and network managers + + The IETF meeting is not a conference, although there are technical + presentations. The IETF is not a traditional standards organization, + although many specifications are produced that become standards. The + IETF is made up of volunteers, many of whom meet three times a year + to fulfill the IETF mission. + + + + +Hoffman & Harris Informational [Page 5] + +RFC 4677 The Tao of IETF September 2006 + + + There is no membership in the IETF. Anyone may register for and + attend any meeting. The closest thing there is to being an IETF + member is being on the IETF or Working Group mailing lists (see + Section 3.3). This is where the best information about current IETF + activities and focus can be found. + + Of course, no organization can be as successful as the IETF is + without having some sort of structure. In the IETF's case, that + structure is provided by other organizations, as described in + [BCP11], "The Organizations Involved in the IETF Standards Process". + If you participate in the IETF and read only one BCP, this is the one + you should read. + + In many ways, the IETF runs on the beliefs of its members. One of + the "founding beliefs" is embodied in an early quote about the IETF + from David Clark: "We reject kings, presidents and voting. We + believe in rough consensus and running code". Another early quote + that has become a commonly-held belief in the IETF comes from Jon + Postel: "Be conservative in what you send and liberal in what you + accept". + + The IETF is really about its members. Because of the unrestrictive + membership policies, IETF members come from all over the world and + from many different parts of the Internet industry. See Section 4.11 + for information about the ways that many people fit into the IETF. + + One more thing that is important for newcomers: the IETF in no way + "runs the Internet", despite what some people mistakenly might say. + The IETF makes standards that are often adopted by Internet users, + but it does not control, or even patrol, the Internet. If your + interest in the IETF is because you want to be part of the overseers, + you may be badly disappointed by the IETF. + +3.1. Humble Beginnings + + The first IETF meeting was held in January 1986 at Linkabit in San + Diego, with 21 attendees. The 4th IETF, held at SRI in Menlo Park in + October 1986, was the first that non-government vendors attended. + The concept of Working Groups was introduced at the 5th IETF meeting + at the NASA Ames Research Center in California in February 1987. The + 7th IETF, held at MITRE in McLean, Virginia, in July 1987, was the + first meeting with more than 100 attendees. + + + + + + + + + +Hoffman & Harris Informational [Page 6] + +RFC 4677 The Tao of IETF September 2006 + + + The 14th IETF meeting was held at Stanford University in July 1989. + It marked a major change in the structure of the IETF universe. The + IAB (then Internet Activities Board, now Internet Architecture + Board), which until that time oversaw many "task forces", changed its + structure to leave only two: the IETF and the IRTF. The IRTF is + tasked to consider long-term research problems in the Internet. The + IETF also changed at that time. + + After the Internet Society (ISOC) was formed in January 1992, the IAB + proposed to ISOC that the IAB's activities should take place under + the auspices of the Internet Society. During INET92 in Kobe, Japan, + the ISOC Trustees approved a new charter for the IAB to reflect the + proposed relationship. + + The IETF met in Amsterdam, The Netherlands, in July 1993. This was + the first IETF meeting held in Europe, and the US/non-US attendee + split was nearly 50/50. About one in three IETF meetings are now + held in Europe or Asia, and the number of non-US attendees continues + to be high -- about 50%, even at meetings held in the United States. + +3.2. The Hierarchy + +3.2.1. ISOC (Internet Society) + + The Internet Society is an international, non-profit, membership + organization that fosters the expansion of the Internet. One of the + ways that ISOC does this is through financial and legal support of + the other "I" groups described here, particularly the IETF. ISOC + provides insurance coverage for many of the people in the IETF + process and acts as a public relations channel for the times that one + of the "I" groups wants to say something to the press. The ISOC is + one of the major unsung (and under-supported) heroes of the Internet. + + Starting in spring 2005, the ISOC also became home base for the + IETF's directly employed administrative staff. This is described in + more detail in [BCP101], "Structure of the IETF Administrative + Support Activity (IASA)". The staff initially includes only an + Administrative Director (IAD) who works full-time overseeing IETF + meeting planning, operational aspects of support services (the + secretariat, IANA (the Internet Assigned Numbers Authority), and the + RFC Editor, which are described later in this section), and the + budget. He or she (currently it's a he) leads the IETF + Administrative Support Activity (IASA), which takes care of tasks + such as collecting meeting fees and paying invoices, and also + supports the tools for the work of IETF working groups, the IESG, the + IAB, and the IRTF (more about these later in this section). + + + + + +Hoffman & Harris Informational [Page 7] + +RFC 4677 The Tao of IETF September 2006 + + + As well as staff, the IASA comprises volunteers and ex officio + members from the ISOC and IETF leadership. The IASA and the IAD are + directed by the IETF Administrative Oversight Committee (IAOC), which + is selected by the IETF community. Here's how all this looks: + + Internet Society + | + IAOC + | + IASA + | + IAD + + Neither the IAD nor the IAOC have any influence over IETF standards + development, which we turn to now. + +3.2.2. IESG (Internet Engineering Steering Group) + + The IESG is responsible for technical management of IETF activities + and the Internet standards process. It administers the process + according to the rules and procedures that have been ratified by the + ISOC Trustees. However, the IESG doesn't do much direct leadership, + such as the kind you will find in many other standards organizations. + As its name suggests, its role is to set directions rather than to + give orders. The IESG ratifies or corrects the output from the + IETF's Working Groups (WGs), gets WGs started and finished, and makes + sure that non-WG drafts that are about to become RFCs are correct. + + The IESG consists of the Area Directors (ADs), who are selected by + the Nominations Committee (which is usually called "the NomCom") and + are appointed for two years. The process for choosing the members of + the IESG is detailed in [BCP10], "IAB and IESG Selection, + Confirmation, and Recall Process: Operation of the Nominating and + Recall Committees". + + The current areas and abbreviations are shown below. + + Area Description + ----------------------------------------------------------------- + Applications (APP) Protocols seen by user programs, such as + email and the web + + General (GEN) Catch-all for WGs that don't fit in other + areas (which is very few) + + Internet (INT) Different ways of moving IP packets and + DNS information + + + + +Hoffman & Harris Informational [Page 8] + +RFC 4677 The Tao of IETF September 2006 + + + Operations and Operational aspects, network monitoring, + Management (OPS) and configuration + + Real-time Delay-sensitive interpersonal + Applications and communications + Infrastructure (RAI) + + Routing (RTG) Getting packets to their destinations + + Security (SEC) Authentication and privacy + + Transport (TSV) Special services for special packets + + Because the IESG has a great deal of influence on whether Internet + Drafts become RFCs, many people look at the ADs as somewhat godlike + creatures. IETF participants sometimes reverently ask Area Directors + for their opinion on a particular subject. However, most ADs are + nearly indistinguishable from mere mortals and rarely speak from + mountaintops. In fact, when asked for specific technical comments, + the ADs may often defer to members at large whom they feel have more + knowledge than they do in that area. + + The ADs for a particular area are expected to know more about the + combined work of the WGs in that area than anyone else. On the other + hand, the entire IESG reviews each Internet Draft that is proposed to + become an RFC. Any AD may record a "DISCUSS" ballot position against + a draft if he or she has serious concerns. If these concerns cannot + be resolved by discussion, an override procedure is defined such that + at least two IESG members must express concerns before a draft can be + blocked from moving forward. These procedures help ensure that an + AD's "pet project" doesn't make it onto the standards track if it + will have a negative effect on the rest of the IETF protocols and + that an AD's "pet peeve" cannot indefinitely block something. + + This is not to say that the IESG never wields power. When the IESG + sees a Working Group veering from its charter, or when a WG asks the + IESG to make the WG's badly designed protocol a standard, the IESG + will act. In fact, because of its high workload, the IESG usually + moves in a reactive fashion. It eventually approves most WG requests + for Internet Drafts to become RFCs, and usually only steps in when + something has gone very wrong. Another way to think about this is + that the ADs are selected to think, not to just run the process. The + quality of the IETF standards comes both from the review they get in + the Working Groups and the scrutiny that the WG review gets from the + ADs. + + + + + + +Hoffman & Harris Informational [Page 9] + +RFC 4677 The Tao of IETF September 2006 + + + The IETF is run by rough consensus, and it is the IESG that judges + whether a WG has come up with a result that has community consensus. + (See Section 5.2 for more information on WG consensus.) Because of + this, one of the main reasons that the IESG might block something + that was produced in a WG is that the result did not really gain + consensus in the IETF as a whole, that is, among all of the Working + Groups in all areas. For instance, the result of one WG might clash + with a technology developed in a different Working Group. An + important job of the IESG is to watch over the output of all the WGs + to help prevent IETF protocols that are at odds with each other. + This is why ADs are supposed to review the drafts coming out of areas + other than their own. + +3.2.3. IAB (Internet Architecture Board) + + The IAB is responsible for keeping an eye on the "big picture" of the + Internet, and it focuses on long-range planning and coordination + among the various areas of IETF activity. The IAB stays informed + about important long-term issues in the Internet, and it brings these + topics to the attention of people it thinks should know about them. + The IAB web site is at http://www.iab.org/. + + IAB members pay special attention to emerging activities in the IETF. + When a new IETF Working Group is proposed, the IAB reviews its + charter for architectural consistency and integrity. Even before the + group is chartered, the IAB members are more than willing to discuss + new ideas with the people proposing them. + + The IAB also sponsors and organizes the Internet Research Task Force + and convenes invitational workshops that provide in-depth reviews of + specific Internet architectural issues. Typically, the workshop + reports make recommendations to the IETF community and to the IESG. + + The IAB also: + + o Approves NomCom's IESG nominations + + o Acts as the appeals board for appeals against IESG actions + + o Appoints and oversees the RFC Editor + + o Approves the appointment of the IANA + + o Acts as an advisory body to ISOC + + o Oversees IETF liaisons with other standards bodies + + + + + +Hoffman & Harris Informational [Page 10] + +RFC 4677 The Tao of IETF September 2006 + + + Like the IESG, the IAB members are selected for multi-year positions + by the NomCom and are approved by the ISOC Board of Trustees. + +3.2.4. IANA (Internet Assigned Numbers Authority) + + The core registrar for the IETF's activities is the IANA. Many + Internet protocols require that someone keep track of protocol items + that were added after the protocol came out. Typical examples of the + kinds of registries needed are for TCP port numbers and MIME types. + The IAB has designated the IANA organization to perform these tasks, + and the IANA's activities are financially supported by ICANN, the + Internet Corporation for Assigned Names and Numbers. + + Ten years ago, no one would have expected to see the IANA mentioned + on the front page of a newspaper. IANA's role had always been very + low key. The fact that IANA was also the keeper of the root of the + domain name system forced it to become a much more public entity, one + that was badly maligned by a variety of people who never looked at + what its role was. Nowadays, the IETF is generally no longer + involved in the IANA's domain name and IP address assignment + functions, which are overseen by ICANN. + + Even though being a registrar may not sound interesting, many IETF + participants will testify to how important IANA has been for the + Internet. Having a stable, long-term repository run by careful and + conservative operators makes it much easier for people to experiment + without worrying about messing things up. IANA's founder, Jon + Postel, was heavily relied upon to keep things in order while the + Internet kept growing by leaps and bounds, and he did a fine job of + it until his untimely death in 1998. + +3.2.5. RFC Editor + + The RFC Editor edits, formats, and publishes Internet Drafts as RFCs, + working in conjunction with the IESG. An important secondary role is + to provide one definitive repository for all RFCs (see + http://www.rfc-editor.org). Once an RFC is published, it is never + revised. If the standard it describes changes, the standard will be + re-published in another RFC that "obsoletes" the first. + + One of the most popular misconceptions in the IETF community is that + the role of the RFC Editor is performed by IANA. In fact, the RFC + Editor is a separate job, although both the RFC Editor and IANA + involved the same people for many years. The IAB approves the + organization that will act as RFC Editor and the RFC Editor's general + policy. The RFC Editor is funded by IASA and can be contacted by + email at mailto:rfc-editor@rfc-editor.org. + + + + +Hoffman & Harris Informational [Page 11] + +RFC 4677 The Tao of IETF September 2006 + + +3.2.6. IETF Secretariat + + There are, in fact, a few people who are paid to maintain the IETF. + The IETF Secretariat provides day-to-day logistical support, which + mainly means coordinating face-to-face meetings and running the + IETF-specific mailing lists (not the WG mailing lists). The + Secretariat is also responsible for keeping the official Internet + Drafts directory up to date and orderly, maintaining the IETF web + site, and helping the IESG do its work. It provides various tools + for use by the community and the IESG. The IETF Secretariat is under + contract to IASA, which in turn is financially supported by the fees + of the face-to-face meetings. + +3.3. IETF Mailing Lists + + Anyone who plans to attend an IETF meeting should join the IETF + announcement mailing list, mailto:ietf-announce@ietf.org. This is + where all of the meeting information, RFC announcements, and IESG + Protocol Actions and Last Calls are posted. People who would like to + "get technical" may also join the IETF general discussion list, + ietf@ietf.org. This is where discussions of cosmic significance are + held (Working Groups have their own mailing lists for discussions + related to their work). Another mailing list, mailto:i-d- + announce@ietf.org, announces each new version of every Internet Draft + as it is published. + + Subscriptions to these and other IETF-run mailing lists are handled + by a program called "mailman". Mailman can be somewhat finicky about + the format of subscription messages, and sometimes interacts poorly + with email programs that make all email messages into HTML files. + Mailman will treat you well, however, if you format your messages + just the way it likes. + + To join the IETF announcement list, for example, send email to + mailto:ietf-announce-request@ietf.org. Enter the word 'subscribe' + (without the quotes) in the Subject line of the message and in the + message body. To join the IETF discussion list, send email to + <mailto:ietf-request@ietf.org> and enter the word 'subscribe' as + explained above. If you decide to withdraw from either list, use the + word 'unsubscribe'. Your messages to mailman should have nothing + other than the commands 'subscribe' or 'unsubscribe' in them. Both + lists are archived on the IETF web site, + http://www.ietf.org/maillist.html. + + + + + + + + +Hoffman & Harris Informational [Page 12] + +RFC 4677 The Tao of IETF September 2006 + + + Do not, ever, under any circumstances, for any reason, send a request + to join a list to the list itself! The thousands of people on the + list don't need, or want, to know when a new person joins. + Similarly, when changing email addresses or leaving a list, send your + request only to the "-request" address, not to the main list. This + means you!! + + The IETF discussion list is unmoderated. This means that all can + express their opinions about issues affecting the Internet. However, + it is not a place for companies or individuals to solicit or + advertise, as noted in [BCP45], "IETF Discussion List Charter". It + is a good idea to read the whole RFC (it's short!) before posting to + the IETF discussion list. Actually, the list does have two + "sergeants at arms" who keep an eye open for inappropriate postings, + and there is a process for banning persistent offenders from the + list, but fortunately this is extremely rare. + + Only the Secretariat and certain IETF office holders can approve + messages sent to the announcement list, although those messages can + come from a variety of people. + + Even though the IETF mailing lists "represent" the IETF membership at + large, it is important to note that attending an IETF meeting does + not mean you'll be automatically added to either mailing list. + +4. IETF Meetings + + The computer industry is rife with conferences, seminars, + expositions, and all manner of other kinds of meetings. IETF face- + to-face meetings are nothing like these. The meetings, held three + times a year, are week-long "gatherings of the tribes" whose primary + goal is to reinvigorate the WGs to get their tasks done, and whose + secondary goal is to promote a fair amount of mixing between the WGs + and the areas. The cost of the meetings is paid by the people + attending and by the corporate host for each meeting (if any), + although IASA kicks in additional funds for things such as the audio + broadcast of some Working Group sessions. + + For many people, IETF meetings are a breath of fresh air when + compared to the standard computer industry conferences. There is no + exposition hall, few tutorials, and no big-name industry pundits. + Instead, there is lots of work, as well as a fair amount of time for + socializing. IETF meetings are of little interest to sales and + marketing folks, but of high interest to engineers and developers. + + Most IETF meetings are held in North America, because that's where + most of the participants are from; however, meetings are held on + other continents about once every year. The past few meetings have + + + +Hoffman & Harris Informational [Page 13] + +RFC 4677 The Tao of IETF September 2006 + + + had about 1,300 attendees. There have been more than 65 IETF + meetings so far, and a list of upcoming meetings is available on the + IETF web pages, http://www.ietf.org/meetings/0mtg-sites.txt. + + Newcomers to IETF face-to-face meetings are often in a bit of shock. + They expect them to be like other standards bodies, or like computer + conferences. Fortunately, the shock wears off after a day or two, + and many new attendees get quite animated about how much fun they are + having. One particularly jarring feature of recent IETF meetings is + the use of wireless Internet connections throughout the meeting + space. It is common to see people in a WG meeting apparently reading + email or perusing the web during presentations they find + uninteresting. Remember, however, that they may also be consulting + the drafts under discussion, looking up relevant material online, or + following another meeting using instant messaging. + +4.1. Registration + + To attend an IETF meeting, you have to register and you have to pay + the registration fee. The meeting site and advance registration are + announced about two months ahead of the meeting -- earlier if + possible. An announcement goes out via email to the IETF-announce + mailing list, and information is posted on the IETF web site, + http://www.ietf.org, that same day. + + To pre-register, you must submit your registration on the web. You + may pre-register and pre-pay, pre-register and return to the web site + later to pay with a credit card, pre-register and pay on-site at the + meeting, or register and pay on-site. To get a lower registration + fee, you must pay by the early registration deadline (about one week + before the meeting). The registration fee covers all of the week's + meetings, the Sunday evening reception (cash bar), daily continental + breakfasts, and afternoon coffee and snack breaks. + + Credit card payments on the web are encrypted and secure, or, if you + prefer, you can use Pretty Good Privacy (PGP) to send your payment + information to the Registrar (mailto:ietf-registrar@ietf.org). + + Registration is open throughout the week of the meeting. However, + the Secretariat highly recommends that attendees arrive for early + registration, usually beginning at noon on Sunday and continuing + throughout the Sunday evening reception. The reception is a popular + event where you can get a small bite to eat and socialize with other + early arrivals. + + Registered attendees (and there aren't any other kind) receive a + registration packet. It contains much useful information, including + a general orientation sheet, the most recent agenda, and a name tag. + + + +Hoffman & Harris Informational [Page 14] + +RFC 4677 The Tao of IETF September 2006 + + + Attendees who pre-paid will also find their receipt in their packet. + It's worth noting that neither attendee names and addresses nor IETF + mailing lists are ever offered for sale. + + In your registration packet is a sheet titled "Note Well". You + should indeed read it carefully because it lays out the rules for + IETF intellectual property rights. + + If you need to leave messages for other attendees, you can do so at + the cork boards that are often near the registration desk. These + cork boards will also have last-minute meeting changes and room + changes. + + You can also turn in lost-and-found items to the registration desk. + At the end of the meeting, anything left over from the lost and found + will usually be turned over to the hotel or brought back to the + Secretariat's office. + + Incidentally, the IETF registration desk is often a convenient place + to arrange to meet people. If someone says "meet me at + registration", they almost always mean the IETF registration desk, + not the hotel registration desk. + +4.2. Take the Plunge and Stay All Week! + + IETF meetings last from Monday morning through Friday lunchtime. + Associated meetings often take place on the preceding or following + weekends. It is best to plan to be present the whole week, to + benefit from cross-fertilization between Working Groups and from + corridor discussions. As noted below, the agenda is fluid, and there + have been many instances of participants missing important sessions + due to last-minute scheduling changes after their travel plans were + fixed. Being present the whole week is the only way to avoid this + annoyance. + + If you cannot find meetings all week to interest you, you can still + make the most of the IETF meeting by working between sessions. Most + IETF attendees carry laptop computers, and it is common to see many + of them in the terminal room or in the hallways working during + meeting sessions. There is often good wireless Internet coverage in + many places of the meeting venue (restaurants, coffee shops, and so + on), so catching up on email when not in meetings is a fairly common + task for IETFers. + + + + + + + + +Hoffman & Harris Informational [Page 15] + +RFC 4677 The Tao of IETF September 2006 + + +4.3. Newcomer Training + + Newcomers are encouraged to attend the Newcomer Training, which is + especially designed for first-time attendees. The orientation is + organized and conducted by the IETF EDU team and is intended to + provide useful introductory information. The session covers what's + in the attendee packets, what all the dots on name tags mean, the + structure of the IETF, and many other essential and enlightening + topics for new IETFers. + + Immediately following the Newcomers' Training is the IETF Standards + Process Orientation. This session demystifies much of the standards + process by explaining what stages a document has to pass through on + its way to becoming a standard, and what has to be done to advance to + the next stage. + + There is usually ample time at the end for questions. The + Secretariat provides hard copies of the slides of the "IETF Structure + and Internet Standards Process" presentation -- these very useful + slides are also available online at www.ietf.org under "Educational + Materials". + + The orientation is normally held on Sunday afternoon, along with + tutorials of interest to newcomers and old-timers alike. Check the + agenda for exact times and locations. + +4.4. Dress Code + + Since attendees must wear their name tags, they must also wear shirts + or blouses. Pants or skirts are also highly recommended. Seriously + though, many newcomers are often embarrassed when they show up Monday + morning in suits, to discover that everybody else is wearing T- + shirts, jeans (shorts, if weather permits) and sandals. There are + those in the IETF who refuse to wear anything other than suits. + Fortunately, they are well known (for other reasons) so they are + forgiven this particular idiosyncrasy. The general rule is "dress + for the weather" (unless you plan to work so hard that you won't go + outside, in which case, "dress for comfort" is the rule!). + +4.5. Seeing Spots Before Your Eyes + + Some of the people at the IETF will have a little colored dot on + their name tag. A few people have more than one. These dots + identify people who are silly enough to volunteer to do a lot of + extra work. The colors have the meanings shown here. + + + + + + +Hoffman & Harris Informational [Page 16] + +RFC 4677 The Tao of IETF September 2006 + + + Color Meaning + -------------------------------------- + Blue Working Group/BOF chair + Green Host group + Red IAB member + Yellow IESG member + Orange Nominating Committee member + + (Members of the press wear orange-tinted badges.) + + Local hosts are the people who can answer questions about the + terminal room, restaurants, and points of interest in the area. + + It is important that newcomers to the IETF not be afraid to strike up + conversations with people who wear these dots. If the IAB and IESG + members and Working Group and BOF chairs didn't want to talk to + anybody, they wouldn't be wearing the dots in the first place. + +4.6. Terminal Room + + One of the most important (depending on your point of view) things + the host does is provide Internet access for the meeting attendees. + In general, wired and wireless connectivity is excellent. This is + entirely due to the Olympian efforts of the local hosts and their + ability to beg, borrow, and steal. The people and companies that + donate their equipment, services, and time are to be heartily + congratulated and thanked. + + Although preparation far in advance of the meeting is encouraged, + there may be some unavoidable "last minute" things that can be + accomplished in the terminal room. It may also be useful to people + who need to make trip reports or status reports while things are + still fresh in their minds. + + You need to be wearing your badge in order to get into the terminal + room. The terminal room provides lots of power strips, lots of + Ethernet ports for laptops, wireless (for the people who don't need + Ethernet but want power), usually a printer for public use, and + sometimes workstations. What it doesn't provide are terminals; the + name is historical. The help desk in the terminal room is a good + place to ask questions about network failures, although they might + point you off to different networking staff. + +4.7. Meals and Other Delights + + Marshall Rose once remarked that the IETF was a place to go for "many + fine lunches and dinners". Although it is true that some people eat + very well at the IETF, they find the food on their own; lunches and + + + +Hoffman & Harris Informational [Page 17] + +RFC 4677 The Tao of IETF September 2006 + + + dinners are not included in the registration fee. The Secretariat + does provide appetizers at the Sunday evening reception (not meant to + be a replacement for dinner), continental breakfast every morning, + and (best of all) cookies, brownies, and other yummies during + afternoon breaks. + + If you prefer to get out of the hotel for meals, the local host + usually provides a list of places to eat within easy reach of the + meeting site. + +4.8. Social Event + + Another of the most important things organized and managed by the + host is the IETF social event. Sometimes, the social event is a + computer- or high-tech-related event. At one Boston IETF, for + example, the social was dinner at the Computer Museum. Other times, + the social might be a dinner cruise or a trip to an art gallery. + Note, however, that not all IETF meetings have social events. + + Newcomers to the IETF are encouraged to attend the social event. All + are encouraged to wear their name tags and leave their laptops + behind. The social event is designed to give people a chance to meet + on a social, rather than technical, level. + +4.9. Agenda + + The agenda for the IETF meetings is a very fluid thing. It is + typically sent to the IETF announcement list a few times prior to the + meeting, and it is also available on the web. The final agenda is + included in the registration packets. Of course, "final" in the IETF + doesn't mean the same thing as it does elsewhere in the world. The + final agenda is simply the version that went to the printer. The + Secretariat will post agenda changes on the bulletin board near the + IETF registration desk (not the hotel registration desk). These late + changes are not capricious: they are made "just in time" as session + chairs and speakers become aware of unanticipated clashes. The IETF + is too dynamic for agendas to be tied down weeks in advance. + + Assignments for breakout rooms (where the Working Groups and BOFs + meet) and a map showing the room locations are also shown on the + agenda. Room assignments can change as the agenda changes. Some + Working Groups meet multiple times during a meeting, and every + attempt is made to have a Working Group meet in the same room for + each session. + + + + + + + +Hoffman & Harris Informational [Page 18] + +RFC 4677 The Tao of IETF September 2006 + + +4.10. EDU to the Rescue + + If certain aspects of the IETF still mystify you (even after you + finish reading the Tao), you'll want to drop in on the on-site + training offered by the Education (EDU) team. These informal classes + are designed for newcomers and seasoned IETFers alike. In addition + to the Newcomer Training, the EDU team offers workshops for document + editors and Working Group chairs, plus an in-depth security tutorial + that's indispensable for both novices and longtime IETF attendees. + EDU sessions are generally held on Sunday afternoons. You'll find + more about the EDU team at http://edu.ietf.org/. + +4.11. Where Do I Fit In? + + The IETF is different things to different people. There are many + people who have been very active in the IETF who have never attended + an IETF meeting. You should not feel obligated to come to an IETF + meeting just to get a feel for the IETF. The following guidelines + (based on stereotypes of people in various industries) might help you + decide whether you actually want to come and, if so, what might be + the best use of your time at your first meeting. + +4.11.1. IS Managers + + As discussed throughout this document, an IETF meeting is nothing + like any trade show you have attended. IETF meetings are singularly + bad places to go if your intention is to find out what will be hot in + the Internet industry next year. You can safely assume that going to + Working Group meetings will confuse you more than it will help you + understand what is happening, or will be happening, in the industry. + + This is not to say that no one from the industry should go to IETF + meetings. As an IS manager, you might want to consider sending + specific people who are responsible for technologies that are under + development in the IETF. As these people read the current Internet + Drafts and the traffic on the relevant Working Group lists, they will + get a sense of whether or not their presence would be worthwhile for + your company or for the Working Groups. + +4.11.2. Network Operators and ISPs + + Running a network is hard enough without having to grapple with new + protocols or new versions of the protocols with which you are already + dealing. If you work for the type of network that is always using + the very latest hardware and software, and you are following the + relevant Working Groups in your copious free time, you could + certainly find participating in the IETF valuable. A fair amount of + IETF work also covers many other parts of operations of ISPs and + + + +Hoffman & Harris Informational [Page 19] + +RFC 4677 The Tao of IETF September 2006 + + + large enterprises, and the input of operators is quite valuable to + keep this work vibrant and relevant. Many of the best operations + documents from the IETF come from real-world operators, not vendors + and academics. + +4.11.3. Networking Hardware and Software Vendors + + The image of the IETF being mostly ivory tower academics may have + been true in the past, but the jobs of typical attendees are now in + industry. In most areas of the IETF, employees of vendors are the + ones writing the protocols and leading the Working Groups, so it's + completely appropriate for vendors to attend. If you create Internet + hardware or software, and no one from your company has ever attended + an IETF meeting, it behooves you to come to a meeting if for no other + reason than to tell the others how relevant the meeting was or was + not to your business. + + This is not to say that companies should close up shop during IETF + meeting weeks so everyone can go to the meeting. Marketing folks, + even technical marketing folks, are usually safe in staying away from + the IETF as long as some of the technical people from the company are + at the meeting. Similarly, it isn't required, or likely useful, for + everyone from a technical department to go, particularly if they are + not all reading the Internet Drafts and following the Working Group + mailing lists. Many companies have just a few designated meeting + attendees who are chosen for their ability to do complete and useful + trip reports. In addition, many companies have internal coordination + efforts and a standards strategy. If a company depends on the + Internet for some or all of its business, the strategy should + probably cover the IETF. + +4.11.4. Academics + + IETF meetings are often excellent places for computer science folks + to find out what is happening in the way of soon-to-be-deployed + protocols. Professors and grad students (and sometimes overachieving + undergrads) who are doing research in networking or communications + can get a wealth of information by following Working Groups in their + specific fields of interest. Wandering into different Working Group + meetings can have the same effect as going to symposia and seminars + in your department. Researchers are also, of course, likely to be + interested in IRTF activities. + +4.11.5. Computer Trade Press + + If you're a member of the press and are considering attending IETF, + we've prepared a special section of the Tao just for you -- please + see Section 10.2. + + + +Hoffman & Harris Informational [Page 20] + +RFC 4677 The Tao of IETF September 2006 + + +4.12. Proceedings + + IETF proceedings are compiled in the two months following each + meeting and are available on the web and on CD. Be sure to look + through a copy -- the proceedings are filled with information about + IETF that you're not likely to find anywhere else. For example, + you'll find snapshots of most WG charters at the time of the meeting, + giving you a better understanding of the evolution of any given + effort. + + The proceedings sometimes start with an informative (and highly + entertaining) message. Each volume contains the final (hindsight) + agenda, an IETF overview, area and Working Group reports, and slides + from the protocol and technical presentations. The Working Group + reports and presentations are sometimes incomplete, if the materials + haven't been turned in to the Secretariat in time for publication. + + An attendee list is also included, which contains names and + affiliations as provided on the registration form. For information + about obtaining copies of the proceedings, see the web listing at + http://www.ietf.org/proceedings/directory.html. + +4.13. Other General Things + + The IETF Secretariat, and IETFers in general, are very approachable. + Never be afraid to approach someone and introduce yourself. Also, + don't be afraid to ask questions, especially when it comes to jargon + and acronyms. + + Hallway conversations are very important. A lot of very good work + gets done by people who talk together between meetings and over + lunches and dinners. Every minute of the IETF can be considered work + time (much to some people's dismay). + + A "bar BOF" is an unofficial get-together, usually in the late + evening, during which a lot of work gets done over drinks. Bar BOFs + spring up in many different places around an IETF meeting, such as + restaurants, coffee shops, and (if we are so lucky) pools. + + It's unwise to get between a hungry IETFer (and there isn't any other + kind) and coffee break brownies and cookies, no matter how + interesting a hallway conversation is. + + IETFers are fiercely independent. It's safe to question opinions and + offer alternatives, but don't expect an IETFer to follow orders. + + + + + + +Hoffman & Harris Informational [Page 21] + +RFC 4677 The Tao of IETF September 2006 + + + The IETF meetings, and the plenary session in particular, are not + places for vendors to try to sell their wares. People can certainly + answer questions about their company and its products, but bear in + mind that the IETF is not a trade show. This does not preclude + people from recouping costs for IETF-related T-shirts, buttons, and + pocket protectors. + + There is always a "materials distribution table" near the + registration desk. This desk is used to make appropriate information + available to the attendees (e.g., copies of something discussed in a + Working Group session, descriptions of online IETF-related + information). Please check with the Secretariat before placing + materials on the desk; the Secretariat has the right to remove + material that he or she feels is not appropriate. + + If you rely on your laptop during the meeting, it is a good idea to + bring an extra battery. It is not always easy to find a spare outlet + in some meeting rooms, and using the wireless access can draw down + your battery faster than you might expect. If you are sitting near a + power-strip in a meeting room, expect to be asked to plug and unplug + for others around you. Many people bring an extension cord with + spare outlets, which is a good way to make friends with your neighbor + in a meeting. If you need an outlet adapter, you should try to buy + it in advance because the one you need is usually easier to find in + your home country. + +5. Working Groups + + The vast majority of the IETF's work is done in many Working Groups; + at the time of this writing, there are about 115 different WGs. (The + term "Working Group" is often seen capitalized, but probably not for + any good reason.) [BCP25], "IETF Working Group Guidelines and + Procedures", is an excellent resource for anyone participating in WG + discussions. + + A WG is really just a mailing list with a bit of adult supervision. + You "join" the WG by subscribing to the mailing list; all mailing + lists are open to anyone. Anyone can post to a WG mailing list, + although most lists require non-subscribers to have their postings + moderated. Each Working Group has one or two chairs. + + More important, each WG has a charter that the WG is supposed to + follow. The charter states the scope of discussion for the Working + Group, as well as its goals. The WG's mailing list and face-to-face + meetings are supposed to focus on just what is in the charter and not + to wander off on other "interesting" topics. Of course, looking a + bit outside the scope of the WG is occasionally useful, but the large + majority of the discussion should be on the topics listed in the + + + +Hoffman & Harris Informational [Page 22] + +RFC 4677 The Tao of IETF September 2006 + + + charter. In fact, some WG charters actually specify what the WG will + not do, particularly if there were some attractive but nebulous + topics brought up during the drafting of the charter. The list of + all WG charters makes interesting reading for folks who want to know + what the different Working Groups are supposed to be doing. + +5.1. Working Group Chairs + + The role of the WG chairs is described in both [BCP11] and [BCP25]. + The IETF EDU team also offers special training for WG chairs on + Sunday afternoons preceding IETF. + + As volunteer cat-herders, a chair's first job is to determine the WG + consensus goals and milestones, keeping the charter up to date. + Next, often with the help of WG secretaries or document editors, the + chair must manage WG discussion, both on the list and by scheduling + meetings when appropriate. Sometimes discussions get stuck on + contentious points and the chair may need to steer people toward + productive interaction and then declare when rough consensus has been + met and the discussion is over. Sometimes chairs also manage + interactions with non-WG participants or the IESG, especially when a + WG document approaches publication. Chairs have responsibility for + the technical and non-technical quality of WG output. As you can + imagine given the mix of secretarial, interpersonal, and technical + demands, some Working Group chairs are much better at their jobs than + others. + + When a WG has fulfilled its charter, it is supposed to cease + operations. (Most WG mailing lists continue on after a WG is closed, + still discussing the same topics as the Working Group did.) In the + IETF, it is a mark of success that the WG closes up because it + fulfilled its charter. This is one of the aspects of the IETF that + newcomers who have experience with other standards bodies have a hard + time understanding. However, some WG chairs never manage to get + their WG to finish, or keep adding new tasks to the charter so that + the Working Group drags on for many years. The output of these aging + WGs is often not nearly as useful as the earlier products, and the + messy results are sometimes attributed to what's called "degenerative + Working Group syndrome". + + There is an official distinction between WG drafts and independent + drafts, but in practice, sometimes there is not much procedural + difference. For example, many WG mailing lists also discuss + independent drafts (at the discretion of the WG chair). Procedures + for Internet Drafts are covered in much more detail later in this + document. + + + + + +Hoffman & Harris Informational [Page 23] + +RFC 4677 The Tao of IETF September 2006 + + + WG chairs are strongly advised to go to the WG leadership training + that usually happens on the Sunday preceding the IETF meeting. There + is also usually a WG chairs lunch mid-week during the meeting where + chair-specific topics are presented and discussed. If you're + interested in what they hear there, take a look at the slides at + http://edu.ietf.org/. + +5.2. Getting Things Done in a Working Group + + One fact that confuses many novices is that the face-to-face WG + meetings are much less important in the IETF than they are in most + other organizations. Any decision made at a face-to-face meeting + must also gain consensus on the WG mailing list. There are numerous + examples of important decisions made in WG meetings that are later + overturned on the mailing list, often because someone who couldn't + attend the meeting pointed out a serious flaw in the logic used to + come to the decision. Finally, WG meetings aren't "drafting + sessions", as they are in some other standards bodies: in the IETF, + drafting is done elsewhere. + + Another aspect of Working Groups that confounds many people is the + fact that there is no formal voting. The general rule on disputed + topics is that the Working Group has to come to "rough consensus", + meaning that a very large majority of those who care must agree. The + exact method of determining rough consensus varies from Working Group + to Working Group. Sometimes consensus is determined by "humming" -- + if you agree with a proposal, you hum when prompted by the chair; if + you disagree, you keep your silence. Newcomers find it quite + peculiar, but it works. It is up to the chair to decide when the + Working Group has reached rough consensus. + + The lack of formal voting has caused some very long delays for some + proposals, but most IETF participants who have witnessed rough + consensus after acrimonious debates feel that the delays often result + in better protocols. (And, if you think about it, how could you have + "voting" in a group that anyone can join, and when it's impossible to + count the participants?) Rough consensus has been defined in many + ways; a simple version is that it means that strongly held objections + must be debated until most people are satisfied that these objections + are wrong. + + + + + + + + + + + +Hoffman & Harris Informational [Page 24] + +RFC 4677 The Tao of IETF September 2006 + + + Some Working Groups have complex documents or a complex set of + documents (or even both). Shaking all the bugs out of one or more + complex documents is a daunting task. In order to help relieve this + problem, some Working Groups use "issue trackers", which are online + lists of the open issues with the documents, the status of the issue, + proposed fixes, and so on. Using an issue tracker not only helps the + WG not to forget to do something important, it helps when someone + asks a question later about why something was done in a particular + fashion. + + Another method that some Working Groups adopt is to have a Working + Group "secretary" to handle the juggling of the documents and the + changes. The secretary can run the issue tracker if there is one, or + can simply be in charge of watching that all of the decisions that + are made on the mailing list are reflected in newer versions of the + documents. + + One thing you might find helpful, and possibly even entertaining, + during Working Group sessions is to follow the running commentary on + the Jabber room associated with that Working Group. The running + commentary is often used as the basis for the minutes of the meeting, + but it can also include jokes, sighs, and other extraneous chatter. + Jabber is a free, streaming XML technology mainly used for instant + messaging. You can find pointers to Jabber clients for many + platforms at http://www.jabber.org. The Jabber chatrooms have the + name of the Working Group followed by "@jabber.ietf.org". Those + rooms are, in fact, available year-round, not just during IETF + meetings, and some are used by active Working Group participants + during protocol development. + +5.3. Preparing for Working Group Meetings + + The most important thing that everyone (newcomers and seasoned + experts) should do before coming to a face-to-face meeting is to read + the Internet Drafts and RFCs ahead of time. WG meetings are + explicitly not for education: they are for developing the group's + documents. Even if you do not plan to say anything in the meeting, + you should read the group's documents before attending so you can + understand what is being said. + + It's up to the WG chair to set the meeting agenda, usually a few + weeks in advance. If you want something discussed at the meeting, be + sure to let the chair know about it. The agendas for all the WG + meetings are available in advance (see + http://www.ietf.org/meetings/wg_agenda_xx.html, where 'xx' is the + meeting number), but many WG chairs are lax (if not totally + negligent) about turning them in. + + + + +Hoffman & Harris Informational [Page 25] + +RFC 4677 The Tao of IETF September 2006 + + + The Secretariat only schedules WG meetings a few weeks in advance, + and the schedule often changes as little as a week before the first + day. If you are only coming for one WG meeting, you may have a hard + time booking your flight with such little notice, particularly if the + Working Group's meeting changes schedule. Be sure to keep track of + the current agenda so you can schedule flights and hotels. But, when + it comes down to it, you probably shouldn't be coming for just one WG + meeting. It's likely that your knowledge could be valuable in a few + WGs, assuming that you've read the drafts and RFCs for those groups. + + If you are on the agenda at a face-to-face meeting, you should + probably come with a few slides prepared. But don't come with a + tutorial; people are supposed to read the drafts in advance. + Projectors for laptop-based presentations are available in all the + meeting rooms. + + And here's a tip for your slides in WG or plenary presentations: + don't put your company's logo on every one, even though that is a + common practice outside the IETF. The IETF frowns on this kind of + corporate advertising (except for the meeting sponsor in the plenary + presentation), and most presenters don't even put their logo on their + opening slide. The IETF is about technical content, not company + boosterism. Slides are often plain black and white for legibility, + with color used only when it really adds clarity. Again, the content + is the most important part of the slides, not how it's presented. + +5.4. Working Group Mailing Lists + + As we mentioned earlier, the IETF announcement and discussion mailing + lists are the central mailing lists for IETF activities. However, + there are many other mailing lists related to IETF work. For + example, every Working Group has its own discussion list. In + addition, there are some long-term technical debates that have been + moved off of the IETF list onto lists created specifically for those + topics. It is highly recommended that you follow the discussions on + the mailing lists of the Working Groups that you wish to attend. The + more work that is done on the mailing lists, the less work that will + need to be done at the meeting, leaving time for cross pollination + (i.e., attending Working Groups outside one's primary area of + interest in order to broaden one's perspective). + + The mailing lists also provide a forum for those who wish to follow, + or contribute to, the Working Groups' efforts, but can't attend the + IETF meetings. That's why IETF procedures require all decisions to + be confirmed "on the list" and you will often hear a WG chair say, + "Let's take it to the list" to close a discussion. + + + + + +Hoffman & Harris Informational [Page 26] + +RFC 4677 The Tao of IETF September 2006 + + + Many IETF discussion lists use either mailman or another list + manager, Majordomo. They usually have a "-request" address that + handles the administrative details of joining and leaving the list. + (See Section 3.3 for more information on mailman.) It is generally + frowned upon when such administrivia appears on the discussion + mailing list. + + Most IETF discussion lists are archived. That is, all of the + messages sent to the list are automatically stored on a host for + anonymous HTTP or FTP access. Many such archives are listed online + at ftp://ftp.ietf.org/ietf-mail-archive/ or they are in a web-based + archive. If you don't find the list you're looking for, send a + message to the list's "-request" address (not to the list itself!). + The Working Group charter listings at + http://www.ietf.org/html.charters/wg-dir.html are a useful source; + note that the page has links to old, concluded WGs. + + Some WG lists apply size limits on messages, particularly to avoid + large documents or presentations landing in everyone's mailbox. It + is well worth remembering that participants do not all have broadband + connections (and even those with broadband connections sometimes get + their mail on slow connections when they travel), so shorter messages + are greatly appreciated. Documents can be posted as Internet Drafts; + presentation material can be posted to a web site controlled by the + sender or sent personally to people who ask for it. Some WGs set up + special sites to hold these large documents so that senders can post + there first, then just send to the list the URL of the document. + +5.5. Interim Working Group Meetings + + Working Groups sometimes hold interim meetings between IETFs. + Interim meetings aren't a substitute for IETF meetings, however -- a + group can't decide to skip a meeting in a location they're not fond + of and meet in Cancun (or even someplace mundane) three weeks later, + for example. Interim meetings require AD approval and need to be + announced at least one month in advance. Location and timing need to + allow fair access for all participants. Like regular IETF meetings, + someone needs to take notes and send them to + mailto:proceedings@ietf.org, and the group needs to take attendance. + Decisions tentatively made during an interim WG meeting still must be + ratified on the mailing list. + +6. BOFs + + In order to form a Working Group, you need a charter and someone who + is able to be chair. In order to get those things, you need to get + people interested so that they can help focus the charter and + convince an Area Director that the project is worthwhile. A face- + + + +Hoffman & Harris Informational [Page 27] + +RFC 4677 The Tao of IETF September 2006 + + + to-face meeting is useful for this. In fact, very few WGs get + started by an Area Director; most start after a face-to-face BOF + because attendees have expressed interest in the topic. + + A Birds of a Feather (BOF) meeting has to be approved by the Area + Director in the relevant area before it can be scheduled. If you + think you really need a new WG, approach an AD informally with your + proposal and see what he or she thinks. The next step is to request + a meeting slot at the next face-to-face meeting. Of course, you + don't need to wait for that meeting to get some work done, such as + setting up a mailing list and starting to discuss a charter. + + BOF meetings have a very different tone than do WG meetings. The + purpose of a BOF is to make sure that a good charter with good + milestones can be created and that there are enough people willing to + do the work needed in order to create standards. Some BOFs have + Internet Drafts already in process, whereas others start from + scratch. + + An advantage of having a draft before the BOF is to help focus the + discussion. On the other hand, having a draft might tend to limit + what the other folks in the BOF want to do in the charter. It's + important to remember that most BOFs are held in order to get support + for an eventual Working Group, not to get support for a particular + document. + + Many BOFs don't turn into WGs for a variety of reasons. A common + problem is that not enough people can agree on a focus for the work. + Another typical reason is that the work wouldn't end up being a + standard -- if, for example, the document authors don't really want + to relinquish change control to a WG. (We'll discuss change control + later in this document.) Only two meetings of a BOF can be scheduled + on a particular subject; either a WG has to form or the topic should + be dropped. + +7. New to the IETF and Coming to a Meeting? STOP HERE! (Temporarily) + + If you're new to the IETF and this is the only reference you plan to + read before coming to the meeting, stop here -- at least temporarily. + Then, on your flight home, read the rest of the Tao. By that time + you'll be ready to get actively involved in the Working Groups that + interested you at the meeting, and the Tao will get you started on + your way. + + If you're planning to participate in the IETF remotely, through + reading email lists and the proceedings, read on! + + + + + +Hoffman & Harris Informational [Page 28] + +RFC 4677 The Tao of IETF September 2006 + + +8. RFCs and Internet Drafts + + If you're a new IETF participant and are looking for a particular RFC + or Internet Draft, go to the RFC Editor's web pages, http://www.rfc- + editor.org/rfc.html. That site also has links to other RFC + collections, many with search capabilities. If you know the number + of the RFC you're looking for, go to the IETF RFC pages, + http://www.ietf.org/rfc.html. For Internet Drafts, the best resource + is the IETF web site, http://www.ietf.org/ID.html, where you can + search by title and keyword. + +8.1. Getting an RFC Published + + One of the most common questions seasoned IETFers hear from newcomers + is, "How do I get an IETF standard published?" A much better + question is, "Should I write an IETF standard?" since the answer is + not always "yes." If you do decide to try to write a document that + becomes an IETF standard, be warned that the overall process may be + arduous, even if the individual steps are fairly straightforward. + Lots of people get through the process unscathed, though, and there's + plenty of written guidance that helps authors emerge with their ego + more or less intact. + + Every IETF standard is published as an RFC (a "Request for Comments," + but everyone just calls them RFCs), and every RFC starts out as an + Internet Draft (often called an "I-D"). The basic steps for getting + something published as an IETF standard are as follows: + + 1. Publish the document as an Internet Draft. + + 2. Receive comments on the draft. + + 3. Edit your draft based on the comments. + + 4. Repeat steps 1 through 3 a few times. + + 5. Ask an Area Director to take the draft to the IESG (if it's an + individual submission). If the draft is an official Working + Group product, the WG chair asks the AD to take it to the IESG. + + 6. Make any changes deemed necessary by the IESG (this might include + giving up on becoming a standard). + + 7. Wait for the document to be published by the RFC Editor. + + A much more complete explanation of these steps is contained in + [BCP9], "The Internet Standards Process". Those who write drafts + that they hope will become IETF standards must read BCP 9 so that + + + +Hoffman & Harris Informational [Page 29] + +RFC 4677 The Tao of IETF September 2006 + + + they can follow the path of their document through the process. BCP + 9 (and various other documents that update it) goes into great detail + on a topic that is very often misunderstood, even by seasoned IETF + participants: different types of RFCs go through different processes + and have different rankings. There are six kinds of RFCs: + + o Proposed standards + + o Draft standards + + o Internet standards (sometimes called "full standards") + + o Informational documents + + o Experimental protocols + + o Historic documents + + Only the first three (proposed, draft, and full) are standards within + the IETF. A good summary of this can be found in the aptly titled + [RFC1796], "Not All RFCs Are Standards". + + There are also three sub-series of RFCs, known as FYIs, BCPs, and + STDs. The For Your Information RFC sub-series was created to + document overviews and topics that are introductory or that appeal to + a broad audience; however, that series has not been added to in a + long time. Best Current Practice documents describe the application + of various technologies in the Internet. The STD RFC sub-series was + created to identify RFCs that do in fact specify Internet standards. + Some STDs are actually sets of more than one RFC, and the "standard" + designation applies to the whole set of documents. + +8.2. Letting Go Gracefully + + The biggest reason some people do not want their documents put on the + IETF standards track is that they must give up change control of the + protocol. That is, as soon as you propose that your protocol become + an IETF standard, you must fully relinquish control of the protocol. + If there is general agreement, parts of the protocol can be + completely changed, whole sections can be ripped out, new things can + be added, and the name can be changed. + + Some authors find it very hard to give up control of their pet + protocol. If you are one of those people, don't even think about + trying to get your protocol to become an IETF standard. On the other + hand, if your goal is the best standard possible with the widest + implementation, then you might find the IETF process to your liking. + + + + +Hoffman & Harris Informational [Page 30] + +RFC 4677 The Tao of IETF September 2006 + + + Incidentally, the change control on Internet standards doesn't end + when the protocol is put on the standards track. The protocol itself + can be changed later for a number of reasons, the most common of + which is that implementors discover a problem as they implement the + standard. These later changes are also under the control of the + IETF, not the editors of the standards document. + + IETF standards exist so that people will use them to write Internet + programs that interoperate. They don't exist to document the + (possibly wonderful) ideas of their authors, nor do they exist so + that a company can say, "We have an IETF standard". If a standards- + track RFC only has one implementation (whereas two are required for + it to advance on the standards track), it was probably a mistake to + put it on the standards track in the first place. + +8.3. Internet Drafts + + First things first. Every document that ends up in the RFC + repository starts life as an Internet Draft. Internet Drafts are + tentative documents -- they're meant for readers to comment on, so + authors can mull over those comments and decide which ones to + incorporate in the draft. In order to remind folks of their + tentativeness, Internet Drafts are automatically removed from the + online directories after six months. They are most definitely not + standards or even specifications. As [BCP9] says: + + "An Internet Draft is NOT a means of 'publishing' a specification; + specifications are published through the RFC mechanism.... Internet + Drafts have no formal status, and are subject to change or removal at + any time. Under no circumstances should an Internet Draft be + referenced by any paper, report, or Request-for-Proposal, nor should + a vendor claim compliance with an Internet Draft". + + You can always tell a person who doesn't understand the IETF (or is + intentionally trying to fool people) when he or she brags about + having published an Internet Draft; it takes no significant effort. + + When you submit an Internet Draft, you give some publication rights + to the IETF. This is so that your Internet Draft is freely available + to everyone who wants to read and comment on it. The rights you do + and don't give to the IETF are described in [BCP78], "IETF Rights in + Contributions". + + There is a very useful checking tool at + http://tools.ietf.org/tools/idnits/idnits.pyht. Using this tool + before you turn in an Internet Draft will help prevent the draft from + being rejected due to errors in form and formatting. + + + + +Hoffman & Harris Informational [Page 31] + +RFC 4677 The Tao of IETF September 2006 + + + An I-D should have approximately the same format as an RFC. Contrary + to many people's beliefs, an I-D does not need to look exactly like + an RFC, but if you can use the same formatting procedures used by the + RFC Editor when you create your I-Ds, it will simplify the RFC + Editor's work when your draft is published as an RFC. [RFC2223], + "Instructions to RFC Authors", describes the nroff formatting used by + the RFC Editor. There is also a tool called "xml2rfc", available + from http://xml.resource.org/, that takes XML-formatted text and + turns it into a valid Internet Draft. + + An Internet Draft can be either a Working Group draft or an + individual submission. Working Group drafts are usually reviewed by + the Working Group before being accepted as a WG item, although the + chairs have the final say. + + If you're interested in checking the status of a particular draft, or + can't remember its exact name, or want to find out which drafts a WG + is working on, two handy tools are available. The "Internet Drafts + Database Interface", at + https://datatracker.ietf.org/public/idindex.cgi, lets you search for + a draft by author, Working Group, date, or filename. The "I-D + Tracker", at https://datatracker.ietf.org/public/pidtracker.cgi, is + especially useful for authors who want to track the progress of their + draft as it makes its way through the publication process. + + There are some informal rules for Internet Draft naming that have + evolved over the years. Internet Drafts that revise existing RFCs + often have draft names with "bis" in them, meaning "again" or + "twice"; for example, a draft might be called "draft-someone- + rfc2345bis-00.txt". + +8.3.1. Recommended Reading for Writers + + Before you create the first draft of your Internet Draft, you should + read four documents: + + o More important than just explaining formatting, [RFC2223] also + explains what needs to be in an Internet Draft before it can + become an RFC. This document describes all the sections and + notices that will need to be in your document, and it's good to + have them there from the beginning so that readers aren't + surprised when you put them in later versions. + + o [BCP22], "Guide for Internet Standards Writers", provides tips + that will help you write a standard that leads to + interoperability. For instance, it explains how to choose the + right number of protocol options, how to respond to out-of-spec + behavior, and how to show state diagrams. + + + +Hoffman & Harris Informational [Page 32] + +RFC 4677 The Tao of IETF September 2006 + + + o The online "Guidelines to Authors of Internet Drafts", + http://www.ietf.org/ietf/1id-guidelines.txt, has up-to-date + information about the process for turning in Internet Drafts, as + well as the most current boilerplate information that has to be + included in each Internet Draft. + + o When you think you are finished with the draft process and are + ready to request that the draft become an RFC, you should + definitely read "Checklist for Internet Drafts (I-Ds) Submitted + for RFC Publication", http://www.ietf.org/ID-Checklist.html, a + list of common issues that have been known to stop documents in + the IESG. In fact, you should probably read that document well + before you are finished, so that you don't have to make a bunch of + last-minute changes. + + Also, you should visit the IETF Tools web pages, + http://tools.ietf.org, where you'll find pointers to other tools that + will automate some of your work for the IETF. + +8.3.2. Filenames and Other Matters + + When you're ready to turn in your Internet Draft, send it to the + Internet Drafts administrator at mailto:internet-drafts@ietf.org. + There is a real person at the other end of this mail address, whose + job is to make sure you've included the minimum items you need for + the Internet Draft to be published. When you submit the first + version of the draft, you also tell the draft administrator your + proposed filename for the draft. If the draft is an official Working + Group product, the name will start with "draft-ietf-" followed by the + designation of the WG, followed by a descriptive word or two, + followed by "00.txt". + + For example, a draft in the S/MIME WG about creating keys might be + named "draft-ietf-smime-keying-00.txt". If it's not the product of a + Working Group, the name will start with "draft-" and the last name of + one of the authors followed by a descriptive word or two, followed by + "00.txt". For example, a draft that someone named Smith wrote might + be named "draft-smith-keying-00.txt". If a draft is an individual + submission but relates to a particular Working Group, authors + sometimes follow their name with the name of the Working Group, such + as "draft-smith-smime-keying-00.txt". You are welcome to suggest + names; however, it is up to the Internet Drafts administrator (and, + if it is an official WG draft, the WG chair) to come up with the + filename. If you follow the naming guidelines given at + http://www.ietf.org/ietf/1id-guidelines.txt, chances are quite good + that your suggested filename will be fine. + + + + + +Hoffman & Harris Informational [Page 33] + +RFC 4677 The Tao of IETF September 2006 + + + After the first edition of a draft, the number in the filename is + incremented; for instance, the second edition of the S/MIME draft + named above would be "draft-ietf-smime-keying-01.txt". Note that + there are cases where the filename changes after one or more + versions, such as when a personal effort is pulled into a Working + Group; when a draft has its filename changed, the number reverts to + -00. Be sure to let the Internet Drafts administrator know the + previous name of the draft when such a name change occurs so that the + databases can be kept accurate. + +8.4. Standards-Track RFCs + + The procedure for creating and advancing a standard is described in + [BCP9]. After an Internet Draft has been sufficiently discussed and + there is rough consensus that what it says would be a useful + standard, it is presented to the IESG for consideration. If the + draft is an official WG draft, the WG chair sends it to the + appropriate Area Director after it has gone through Working Group + last call. If the draft is an individual submission, the draft's + author or editor submits it to the appropriate Area Director. BCP 9 + also describes the appeals process for people who feel that a Working + Group chair, an AD, or the IESG has made the wrong decision in + considering the creation or advancement of a standard. + + After the I-D is submitted to the IESG, the IESG announces an IETF- + wide last call. This helps get the attention of people who weren't + following the progress of the draft, and it can sometimes cause + further changes to the draft. It is also a time when people in the + WG who feel that they weren't heard can make their comments to + everyone. The IETF last call is two weeks for drafts coming from WGs + and four weeks for individual submissions. + + If the IESG approves the draft to become an Internet standard, they + ask the RFC Editor to publish it as a Proposed standard. After it + has been a Proposed standard for at least six months, the RFC's + author (or the appropriate WG chair) can ask for it to become a Draft + standard. Before that happens, however, someone needs to convince + the appropriate Area Director that there are at least two + independent, interoperable implementations of each part of the + standard. This is a good test of the usefulness of the standard as a + whole, as well as an excellent way to check if the standard was + really readable. + + A few things typically happen at this point. First, it's common to + find that some of the specifications in the standard need to be + reworded because one implementor thought they meant one thing whereas + another implementor thought they meant something else. Another + common occurrence is that none of the implementations actually tried + + + +Hoffman & Harris Informational [Page 34] + +RFC 4677 The Tao of IETF September 2006 + + + to implement a few of the features of the standard; these features + get removed not just because no one tested them but also because they + weren't needed. + + Don't be surprised if a particular standard doesn't progress from + Proposed to Draft. In fact, most of the standards in common use are + Proposed standards and never move forward. This may be because no + one took the time to try to get them to Draft, or some of the + normative references in the standard are still at Proposed standard, + or it may be that everyone found more important things to do. + + A few years after a document has been a Draft standard, it can become + an Internet standard, also known as "full standard" (it can happen in + as little as four months, but this is rare). This doesn't happen + often, and it is usually reserved for protocols that are absolutely + required for the Internet to function. The IESG goes over the + document with a fine-tooth comb and looks for evidence of widespread + deployment before making a Draft standard an Internet standard. + +8.4.1. Telling It Like It Is -- Using MUST and SHOULD and MAY + + Writing specifications that get implemented the way you want is a bit + of an art. You can keep the specification very short, with just a + list of requirements, but that tends to cause implementors to take + too much leeway. If you instead make the specification very wordy + with lots of suggestions, implementors tend to miss the requirements + (and often disagree with your suggestions anyway). An optimal + specification is somewhere in between. + + One way to make it more likely that developers will create + interoperable implementations of standards is to be clear about + what's being mandated in a specification. Early RFCs used all kinds + of expressions to explain what was needed, so implementors didn't + always know which parts were suggestions and which were requirements. + As a result, standards writers in the IETF generally agreed to limit + their wording to a few specific words with a few specific meanings. + + [STD3], "Requirements for Internet Hosts -- Application and Support", + written way back in 1989, had a short list of words that had appeared + to be useful, namely, "must", "should", and "may". These definitions + were updated and further refined in [BCP14], "Key words for use in + RFCs to Indicate Requirement Levels", which is widely referenced in + current Internet standards. BCP 14 also specifically defines "must + not" and "should not", and it lists a few synonyms for the words + defined. + + + + + + +Hoffman & Harris Informational [Page 35] + +RFC 4677 The Tao of IETF September 2006 + + + In a standard, in order to make it clear that you're using the + definitions from BCP 14, you should do two things. First, refer to + BCP 14 (although most people refer to it as RFC 2119, because that's + what BCP 14 tells you to do), so that the reader knows how you're + defining your words. Second, you should point out which instances of + the words you are using come from BCP 14. The accepted practice for + this is to capitalize the words. That is why you see "MUST" and + "SHOULD" capitalized in IETF standards. + + BCP 14 is a short document, and it should be read by everyone who is + reading or writing IETF standards. Although the definitions of + "must" and "must not" are fairly clear, the definitions of "should" + and "should not" cause a great deal of discussion in many WGs. When + reviewing an Internet Draft, the question is often raised, "Should + that sentence have a MUST or a SHOULD in it?" This is, indeed, a + very good question, because specifications shouldn't have gratuitous + MUSTs, but also should not have SHOULDs where a MUST is needed for + interoperability. This goes to the crux of the question of over- + specifying and under-specifying requirements in standards. + +8.4.2. Normative References in Standards + + One aspect of writing IETF standards that trips up many novices (and + quite a few long-time IETF folks) is the rule about how to make + "normative references" to non-IETF documents or to other RFCs in a + standard. A normative reference is a reference to a document that + must be followed in order to implement the standard. A non-normative + reference (sometimes called an "informative reference") is one that + is helpful to an implementor but is not needed. + + An IETF standard may make a normative reference to any other + standards-track RFC that is at the same standards level or higher, or + to any "open standard" that has been developed outside the IETF. The + "same level or higher" rule means that before a standard can move + from Proposed to Draft, all of the RFCs for which there is a + normative reference must also be at Draft or Internet standard. This + rule gives implementors assurance that everything in a Draft standard + or Internet standard is quite stable, even the things referenced + outside the standard. This can also delay the publication of the + Draft or Internet standard by many months (sometimes even years) + while the other documents catch up. + + There is no hard-and-fast rule about what is an "open standard", but + generally this means a stable standard that anyone can get a copy of + (although they might have to pay for it) and that was made by a + generally recognized standards group. If the external standard + changes, you have to reference the particular instantiation of that + standard in your specification, as with a designation of the date of + + + +Hoffman & Harris Informational [Page 36] + +RFC 4677 The Tao of IETF September 2006 + + + the standard. Some external standards bodies don't make old + standards available, which is a problem for IETF standards that need + to be used in the future. When in doubt, a draft author should ask + the WG chair or appropriate Area Director if a particular external + standard can be used in an IETF standard. + +8.4.3. IANA Considerations + + More and more IETF standards require the registration of various + protocol parameters, such as named options in the protocol. As we + noted in Section 3.2.4, the main registry for all IETF standards has + long been IANA. Because of the large and diverse kinds of registries + that standards require, IANA needs to have specific information about + how to register parameters, what not to register, who (if anyone) + will decide what is to be registered, and so on. + + Anyone writing an Internet standard that may need a new IANA registry + or new values in a current IANA registry needs to read [BCP26], + "Guidelines for Writing an IANA Considerations Section in RFCs", + which describes how RFC authors should properly ask for IANA to start + or take over a registry. IANA also maintains registries that were + started long before BCP 26 was produced. + +8.4.4. Security Considerations + + One thing that's required in every RFC and Internet Draft is a + "Security Considerations" section. This section should describe any + known vulnerabilities of the protocol, possible threats, and + mechanisms or strategies to address them. Don't gloss over this + section -- in particular, don't say, "Here's our protocol, if you + want security, just use IPsec". This won't do at all, because it + doesn't answer the question of how IPsec interacts with your + protocol, and vice versa. Be sure to check with your Working Group + chair if you're not sure how to handle this section in your draft. + See [BCP72], "Guidelines for Writing RFC Text on Security + Considerations", for more information on writing good security + considerations sections. + +8.4.5. Patents in IETF Standards + + The problems of intellectual property have cropped up more and more + often in the past few years, particularly with respect to patents. + The goal of the IETF is to have its standards widely used and + validated in the marketplace. If creating a product that uses a + standard requires getting a license for a patent, people are less + likely to implement the standard. Not surprisingly, then, the + general rule has been "use good non-patented technology where + possible". + + + +Hoffman & Harris Informational [Page 37] + +RFC 4677 The Tao of IETF September 2006 + + + Of course, this isn't always possible. Sometimes patents appear + after a standard has been established. Sometimes there's a patent on + something that is so valuable that there isn't a non-patented + equivalent. Sometimes the patent holder is generous and promises to + give all implementors of a standard a royalty-free license to the + patent, thereby making it almost as easy to implement as it would + have been if no patent existed. + + The IETF's methods for dealing with patents in standards are a + subject of much debate. The official rules for all intellectual + property rights (IRP) in IETF documents (not just patents) are + covered in [BCP78] and [BCP79], "Intellectual Property Rights in IETF + Technology". Everyone who participates in IETF Working Groups will + probably find these documents interesting because they lay out the + rules that everyone agrees to follow. + + Patent holders who freely allow their patents to be used by people + implementing IETF standards often get a great deal of goodwill from + the folks in the IETF. Such generosity is more common than you might + think. For example, RFC 1822 is a license from IBM for one of its + security patents, and the security community has responded very + favorably to IBM for this (whereas a number of other companies have + made themselves pariahs for their intractability on their security + patents). + + If you are writing an Internet Draft and you know of a patent that + applies to the technology you're writing about, don't list the patent + in the document. Instead, consult the IETF IPR Disclosure Page + linked off the main IETF web site to determine how to proceed. + Intellectual property rights aren't mentioned in RFCs because RFCs + never change after they are published, but knowledge of IPR can + change at any time. Therefore, an IPR list in an RFC could be + incomplete and mislead the reader. [BCP9] provides specific text + that should be added to RFCs where the author knows of IPR issues. + +8.5. Informational and Experimental RFCs + + As we noted earlier, not all RFCs are standards. In fact, plenty of + important RFCs are not on the standards track at all. Currently, + there are two designations for RFCs that are not meant to be + standards: Informational, like the Tao, and Experimental. (There is + actually a third designation, Historic, but that is reserved for + documents that were on the standards track and have been removed due + to lack of current use, or that more recent thinking indicates the + technology is actually harmful to the Internet.) + + + + + + +Hoffman & Harris Informational [Page 38] + +RFC 4677 The Tao of IETF September 2006 + + + The role of Informational RFCs is often debated in the IETF. Many + people like having them, particularly for specifications that were + created outside the IETF but are referenced by IETF documents. They + are also useful for specifications that are the precursors for work + being done by IETF Working Groups. On the other hand, some people + refer to Informational RFCs as "standards" even though the RFCs are + not standards, usually to fool the gullible public about something + that the person is selling or supporting. When this happens, the + debate about Informational RFCs is renewed. + + Experimental RFCs are for specifications that may be interesting, but + for which it is unclear if there will be much interest in + implementing them, or whether they will work once deployed. That is, + a specification might solve a problem, but if it is not clear that + many people think that the problem is important, or think that they + will bother fixing the problem with the specification, the + specification might be labeled an Experimental RFC. If, later, the + specification becomes popular (or proves that it works well), it can + be re-issued as a standards-track RFC. Experimental RFCs are also + used to get people to experiment with a technology that looks like it + might be standards-track material, but for which there are still + unanswered questions. + + The IESG has created guidelines on how it chooses between + Informational and Experimental status: + http://www.ietf.org/u/ietfchair/info-exp.html. If you are creating a + document that you think might become an Experimental RFC, knowing the + current thinking will help you justify your proposed choice. + +9. How to Contribute to the IETF + +9.1. What You Can Do + + *Read* -- Review the Internet Drafts in your area of expertise and + comment on them in the Working Groups. Participate in the discussion + in a friendly, helpful fashion, with the goal being the best Internet + standards possible. Listen much more than you speak. If you + disagree, debate the technical issues: never attack the people. + + *Implement* -- Write programs that use the current Internet + standards. The standards aren't worth much unless they are available + to Internet users. Implement even the "minor" standards, since they + will become less minor if they appear in more software. Report any + problems you find with the standards to the appropriate Working Group + so that the standard can be clarified in later revisions. One of the + oft-quoted tenets of the IETF is "running code wins", so you can help + support the standards you want to become more widespread by creating + more running code. + + + +Hoffman & Harris Informational [Page 39] + +RFC 4677 The Tao of IETF September 2006 + + + *Write* -- Edit or co-author Internet Drafts in your area of + expertise. Do this for the benefit of the Internet community, not to + get your name (or, even worse, your company's name) on a document. + Draft authors are subject to all kinds of technical (and sometimes + personal) criticism; receive it with equanimity and use it to improve + your draft in order to produce the best and most interoperable + standard. + +9.2. What Your Company Can Do + + *Share* -- Avoid proprietary standards. If you are an implementor, + exhibit a strong preference for IETF standards. If the IETF + standards aren't as good as the proprietary standards, work to make + the IETF standards better. If you're a purchaser, avoid products + that use proprietary standards that compete with the open standards + of the IETF and tell the companies you buy from that you are doing + so. + + *Open Up* -- If your company controls a patent that is used in an + IETF standard, convince the company to make the patent available at + no cost to everyone who is implementing the standard. In the past + few years, patents have caused a lot of serious problems for Internet + standards because they prevent some companies from being able to + freely implement the standards. Fortunately, many companies have + generously offered unlimited licenses for particular patents in order + to help the IETF standards flourish. These companies are usually + rewarded with positive publicity for the fact that they are not as + greedy or short-sighted as other patent-holders. + + *Join* -- Become a member of ISOC. More important, urge any company + that has benefited from the Internet to become a corporate member of + ISOC, since this has the greatest financial benefit for the group. + It will, of course, also benefit the Internet as a whole. + +10. IETF and the Outside World + +10.1. IETF and Other Standards Groups + + As much as many IETF participants would like to think otherwise, the + IETF does not exist in a standards vacuum. There are many (perhaps + too many) other standards organizations whose decisions affect the + Internet. There are also a fair number of standards bodies that + ignored the Internet for a long time and now want to get a piece of + the action. + + In general, the IETF tries to have cordial relationships with other + significant standards bodies. This isn't always easy, since many + other bodies have very different structures than the IETF does, and + + + +Hoffman & Harris Informational [Page 40] + +RFC 4677 The Tao of IETF September 2006 + + + the IETF is mostly run by volunteers who would probably prefer to + write standards rather than meet with representatives from other + bodies. Even so, some other standards bodies make a great effort to + interact well with the IETF despite the obvious cultural differences. + + At the time of this writing, the IETF has some liaisons with large + standards bodies, including the ITU (International Telecommunication + Union), the W3C, the Unicode Consortium, and ISO/IEC JTC1 (Joint + Technical Committee of the International Organization for + Standardization and International Electrotechnical Commission). As + stated in the IAB Charter [BCP39], "Liaisons are kept as informal as + possible and must be of demonstrable value in improving the quality + of IETF specifications". In practice, the IETF prefers liaisons to + take place directly at Working Group level, with formal relationships + and liaison documents in a backup role. + + Some of these liaison tasks fall to the IESG, whereas others fall to + the IAB. Detail-oriented readers will learn much about the formal + methods for dealing with other standards bodies in [BCP102], "IAB + Processes for Management of IETF Liaison Relationships", and + [BCP103], "Procedures for Handling Liaison Statements to and from the + IETF". The best place to check to see whether the IETF has any + formal liaison at all is the list of IETF liaisons, + www.ietf.org/liaisonActivities.html. The list shows that there are + many different liaisons to ISO/IEC JTC1 subcommittees. + +10.2. Press Coverage of the IETF + + Given that the IETF is one of the best-known bodies that is helping + move the Internet forward, it's natural for the computer press (and + even the trade press) to want to cover its actions. In recent years, + a small number of magazines have assigned reporters and editors to + cover the IETF in depth over a long period of time. These reporters + have ample scars from articles that they got wrong, incorrect + statements about the status of Internet Drafts, quotes from people + who are unrelated to the IETF work, and so on. + + Major press errors fall into two categories: saying that the IETF is + considering something when in fact there is just an Internet Draft in + a Working Group, and saying that the IETF approved something when all + that happened was that an Informational RFC was published. In both + cases, the press is not fully to blame for the problem, since they + are usually alerted to the story by a company trying to get publicity + for a protocol that they developed or at least support. Of course, a + bit of research by the reporters would probably get them in contact + with someone who could straighten them out, such as a WG chair or an + Area Director. The default press contact for the IETF is the IAD, + who can be reached at mailto:iad@ietf.org. + + + +Hoffman & Harris Informational [Page 41] + +RFC 4677 The Tao of IETF September 2006 + + + The fact that those reporters who've gotten it wrong once still come + back to IETF meetings shows that it is possible to get it right + eventually. However, IETF meetings are definitely not for reporters + who are naive about the IETF process (although if you are a reporter + the fact that you are reading this document is a very good sign!). + Furthermore, if you think that you'll get a hot story from attending + an IETF meeting, you are likely to be disappointed. + + Considering all this, it's not surprising that some IETFers would + prefer to have the press stay as far away from meetings as possible. + Having a bit of press publicity for protocols that are almost near + completion and will become significant in the industry in the next + year can be a good thing. However, it is the rare reporter who can + resist over-hyping a nascent protocol as the next savior for the + Internet. Such stories do much more harm than good, both for the + readers of the article and for the IETF. + + The main reason why a reporter might want to attend an IETF meeting + is not to cover hot technologies (since that can be done in the + comfort of your office by reading the mailing lists) but to meet + people face-to-face. Unfortunately, the most interesting people are + the ones who are also the busiest during the IETF meeting, and some + folks have a tendency to run away when they see a press badge. + However, IETF meetings are excellent places to meet and speak with + document authors and Working Group chairs; this can be quite valuable + for reporters who are covering the progress of protocols. + + Reporters who want to find out about "what the IETF is doing" on a + particular topic would be well-advised to talk to more than one + person who is active on that topic in the IETF, and should probably + try to talk to the WG chair in any case. It's impossible to + determine what will happen with a draft by looking at the draft or + talking to the draft's author. Fortunately, all WGs have archives + that a reporter can look through for recent indications about what + the progress of a draft is; unfortunately, few reporters have the + time or inclination to do this kind of research. Because the IETF + doesn't have a press liaison, magazines or newspapers that run a + story with errors won't hear directly from the IETF and therefore + often won't know what they did wrong, so they might easily do it + again later. + +11. Security Considerations + + Section 8.4.4 explains why each RFC is required to have a Security + Considerations section and gives some idea of what it should and + should not contain. Other than that information, this document does + not touch on Internet security. + + + + +Hoffman & Harris Informational [Page 42] + +RFC 4677 The Tao of IETF September 2006 + + +Appendix A. Related Information + +A.1. Why "the Tao"? + + Pronounced "dow", Tao is the basic principle behind the teachings of + Lao-tse, a Chinese master. Its familiar symbol is the black-and- + white yin-yang circle. Taoism conceives the universe as a single + organism, and human beings as interdependent parts of a cosmic whole. + Tao is sometimes translated "the way", but according to Taoist + philosophy the true meaning of the word cannot be expressed in words. + +A.2. Useful Email Addresses + + Some useful email addresses are listed here. These addresses may + change from time to time, and it's a good idea to check the IETF web + pages for the correct address before sending your mail. + + Address Description + ----------------------------------------------------------------- + agenda@ietf.org Requests for agenda slots at IETF + meetings + + ietf-action@ietf.org Requests for things to be done when you + don't know exactly where to send the + request + + ietf-info@ietf.org General questions about the IETF + + ietf-registrar@ietf.org Questions about registration, meeting + locations, and fees + + ietf-request@ietf.org Requests to join/leave IETF lists + + ietf-secretary@ietf.org Questions for the Secretariat + + ietf-web@ietf.org Questions or comments about the IETF + web site + + internet-drafts@ietf.org Internet Draft submissions and queries + + proceedings@ietf.org Where to send Working Group minutes and + slides for the IETF Proceedings + + iana@iana.org Internet Assigned Numbers Authority + + rfc-editor@rfc-editor.org RFC Editor + + + + + +Hoffman & Harris Informational [Page 43] + +RFC 4677 The Tao of IETF September 2006 + + + statements@ietf.org Incoming liaison statements from other + organizations + + Online upload pages are planned for the future to facilitate + submission of Internet Drafts, Proceedings, and Liaison statements. + +A.3. Useful Documents and Files + + The IETF web site, http://www.ietf.org, is the best source for + information about meetings, Working Groups, Internet Drafts, RFCs, + IETF email addresses, and much more. Click on "Additional + Information" to find a variety of helpful links. Internet Drafts and + other documents are also available in the "ietf" directory on + anonymous FTP sites worldwide. For a listing of these sites, see + http://www.ietf.org/shadow.html. + + Check the IESG web pages, http://www.ietf.org/iesg.html, to find up- + to-date information about drafts processed, RFCs published, and + documents in Last Call, as well as the monthly IETF status reports. + +A.4. Acronyms and Abbreviations Used in the Tao + + Some of the acronyms and abbreviations from this document are listed + below. + + Term Meaning + ----------------------------------------------------------------- + AD Area Director + BCP Best Current Practice + BOF Birds of a Feather + FAQ Frequently Asked Question(s) + FYI For Your Information (RFC) + IAB Internet Architecture Board + IAD IETF Administrative Director + IANA Internet Assigned Numbers Authority + IAOC IETF Administrative Oversight Committee + IASA IETF Administrative Support Activity + ICANN Internet Corporation for Assigned Names and + Numbers, http://www.icann.org/ + I-D Internet Draft + IESG Internet Engineering Steering Group, + http://www.ietf.org/iesg.html + IETF Internet Engineering Task Force, + http://www.ietf.org/ + INET Internet Society Conference, + http://www.isoc.org/isoc/conferences/inet/ + IPR Intellectual property rights + IRTF Internet Research Task Force, http://www.irtf.org/ + + + +Hoffman & Harris Informational [Page 44] + +RFC 4677 The Tao of IETF September 2006 + + + ISO International Organization for Standardization, + http://www.iso.ch/ + ISO-IEC/JTC1 Joint Technical Committee of the International + Organization for Standardization and + International Electrotechnical Commission, + http://www.jtc1.org/ + ISOC Internet Society, http://www.isoc.org + ITU International Telecommunication Union, + http://www.itu.int + RFC Request for Comments + STD Standard (RFC) + W3C World Wide Web Consortium, http://www.w3.org/ + WG Working Group + +Appendix B. IETF Guiding Principles + + If you've gotten this far in the Tao, you've learned a lot about how + the IETF works. What you'll find in this appendix summarizes much of + what you've read and adds a few new points to ponder. Be sure to + read through all the principles; taken as a whole, they'll give you a + new slant on what makes the IETF work. + +B.1. General + + P1. The IETF works by an open process and by rough consensus. This + applies to all aspects of the operation of the IETF, including + creation of IETF documents and decisions on the processes that + are used. But the IETF also observes experiments and running + code with interest, and this should also apply to the + operational processes of the organization. + + P2. The IETF works in areas where it has, or can find, technical + competence. + + P3. The IETF depends on a volunteer core of active participants. + + P4. Membership of the IETF or of its WGs is not fee-based or + organizationally defined, but is based upon self-identification + and active participation by individuals. + +B.2. Management and Leadership + + P5. The IETF recognizes leadership positions and grants power of + decision to the leaders, but decisions are subject to appeal. + + P6. Delegation of power and responsibility are essential to the + effective working of the IETF. As many individuals as possible + will be encouraged to take on leadership of IETF tasks. + + + +Hoffman & Harris Informational [Page 45] + +RFC 4677 The Tao of IETF September 2006 + + + P7. Dissent, complaint, and appeal are a consequence of the IETF's + nature and should be regarded as normal events, but ultimately + it is a fact of life that certain decisions cannot be + effectively appealed. + + P8. Leadership positions are for fixed terms (although we have no + formal limitation on the number of terms that may be served). + + P9. It is important to develop future leaders within the active + community. + + P10. A community process is used to select the leadership. + + P11. Leaders are empowered to make the judgment that rough + consensus has been demonstrated. Without formal membership, + there are no formal rules for consensus. + +B.3. Process + + P12. Although the IETF needs clear and publicly documented process + rules for the normal cases, there should be enough flexibility + to allow unusual cases to be handled according to common sense. + We apply personal judgment and only codify when we're certain. + (But we do codify who can make personal judgments.) + + P13. Technical development work should be carried out by tightly + chartered and focused Working Groups. + + P14. Parts of the process that have proved impractical should be + removed or made optional. + +B.4. Working Groups + + P15. Working Groups (WGs) should be primarily responsible for the + quality of their output, and therefore for obtaining early + review; WG chairs as WG leaders, backed up by the IETF + leadership, should act as a quality backstop. + + P16. WGs should be primarily responsible for assessing the negative + impact of their work on the Internet as a whole, and therefore + for obtaining cross-area review; the IETF leadership should act + as a cross-area backstop. + + P17. Early review of documents is more effective in dealing with + major problems than late review. + + + + + + +Hoffman & Harris Informational [Page 46] + +RFC 4677 The Tao of IETF September 2006 + + + P18. Area Directors (ADs) are responsible for guiding the formation + and chartering of WGs, for giving them direction as necessary, + and for terminating them. + + P19. WG chairs are responsible for ensuring that WGs execute their + charters, meet their milestones, and produce deliverables that + are ready for publication. + + P20. ADs are responsible for arranging backstop review and final + document approval. + +B.5. Documents + + P21. IETF documents often start as personal drafts, may become WG + drafts, and are approved for permanent publication by a + leadership body independent of the WG or individuals that + produced them. + + P22. IETF documents belong to the community, not to their authors. + But authorship is recognized and valued, as are lesser + contributions than full authorship. + + P23. Technical quality and correctness are the primary criteria for + reaching consensus about documents. + + P24. IETF specifications may be published as Informational, + Experimental, Standards Track, or Best Current Practice. + + P25. IETF Standards Track specifications are not considered to be + satisfactory standards until interoperable independent + implementations have been demonstrated. (This is the + embodiment of the "running code" slogan.) But, on legal + advice, the IETF does not take responsibility for + interoperability tests and does not certify interoperability. + + P26. IETF processes are currently published as Best Current Practice + documents. + + P27. Useful information that is neither a specification nor a + process may be published as Informational. + + P28. Obsolete or deprecated specifications and processes may be + downgraded to Historic. + + P29. The standards track should distinguish specifications that have + been demonstrated to interoperate. + + + + + +Hoffman & Harris Informational [Page 47] + +RFC 4677 The Tao of IETF September 2006 + + + P30. Standards Track and Best Current Practice documents must be + subject to IETF wide rough consensus (Last Call process). WG + rough consensus is normally sufficient for other documents. + + P31. Substantive changes made after a document leaves a WG must be + referred back to the WG. + + P32. The IETF determines requirements for publication and archiving + of its documents. + +Informative References + + [BCP9] Bradner, S., "The Internet Standards Process -- Revision + 3", BCP 9, RFC 2026, October 1996. + + [BCP10] Galvin, J., "IAB and IESG Selection, Confirmation, and + Recall Process: Operation of the Nominating and Recall + Committees", BCP 10, RFC 3777, June 2004. + + [BCP11] Hovey, R. and S. Bradner, "The Organizations Involved in + the IETF Standards Process", BCP 11, RFC 2028, October + 1996. + + [BCP14] Bradner, S., "Key words for use in RFCs to Indicate + Requirement Levels", BCP 14, RFC 2119, March 1997. + + [BCP22] Bradner, S., "Key words for use in RFCs to Indicate + Requirement Levels", BCP 14, RFC 2119, March 1997. + + [BCP25] Bradner, S., "IETF Working Group Guidelines and + Procedures", BCP 25, RFC 2418, September 1998. + + [BCP26] Narten, T. and H. Alvestrand, "Guidelines for Writing an + IANA Considerations Section in RFCs", BCP 26, RFC 2434, + October 1998. + + [BCP39] Internet Architecture Board and B. Carpenter, "Charter of + the Internet Architecture Board (IAB)", BCP 39, RFC 2850, + May 2000. + + [BCP45] Harris, S., "IETF Discussion List Charter", BCP 45, RFC + 3005, November 2000. + + [BCP72] Rescorla, E. and B. Korver, "Guidelines for Writing RFC + Text on Security Considerations", BCP 72, RFC 3552, July + 2003. + + + + + +Hoffman & Harris Informational [Page 48] + +RFC 4677 The Tao of IETF September 2006 + + + [BCP78] Bradner, S., "IETF Rights in Contributions", BCP 78, RFC + 3978, March 2005. + + [BCP79] Bradner, S., "Intellectual Property Rights in IETF + Technology", BCP 79, RFC 3979, March 2005. + + [BCP95] Alvestrand, H., "A Mission Statement for the IETF", BCP + 95, RFC 3935, October 2004. + + [BCP101] Austein, R. and B. Wijnen, "Structure of the IETF + Administrative Support Activity (IASA)", BCP 101, RFC + 4071, April 2005. + + [BCP102] Daigle, L. and Internet Architecture Board, "IAB Processes + for Management of IETF Liaison Relationships", BCP 102, + RFC 4052, April 2005. + + [BCP103] Trowbridge, S., Bradner, S., and F. Baker, "Procedures for + Handling Liaison Statements to and from the IETF", BCP + 103, RFC 4053, April 2005. + + [RFC1796] Huitema, C., Postel, J., and S. Crocker, "Not All RFCs are + Standards", RFC 1796, April 1995. + + [RFC2223] Postel, J. and J. Reynolds, "Instructions to RFC Authors", + RFC 2223, October 1997. + + [STD3] Braden, R., "Requirements for Internet Hosts - Application + and Support", STD 3, RFC 1123, October 1989. + +Authors' Addresses + + Paul Hoffman + VPN Consortium + 127 Segre Place + Santa Cruz, CA 95060 + US + + EMail: paul.hoffman@vpnc.org + + + Susan Harris + 1722 Chandler Road + Ann Arbor, MI 48104 + US + + EMail: srh@umich.edu + + + + +Hoffman & Harris Informational [Page 49] + +RFC 4677 The Tao of IETF September 2006 + + +Full Copyright Statement + + Copyright (C) The Internet Society (2006). + + This document is subject to the rights, licenses and restrictions + contained in BCP 78, and except as set forth therein, the authors + retain all their rights. + + This document and the information contained herein are provided on an + "AS IS" basis and THE CONTRIBUTOR, THE ORGANIZATION HE/SHE REPRESENTS + OR IS SPONSORED BY (IF ANY), THE INTERNET SOCIETY AND THE INTERNET + ENGINEERING TASK FORCE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, + INCLUDING BUT NOT LIMITED TO ANY WARRANTY THAT THE USE OF THE + INFORMATION HEREIN WILL NOT INFRINGE ANY RIGHTS OR ANY IMPLIED + WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. + +Intellectual Property + + The IETF takes no position regarding the validity or scope of any + Intellectual Property Rights or other rights that might be claimed to + pertain to the implementation or use of the technology described in + this document or the extent to which any license under such rights + might or might not be available; nor does it represent that it has + made any independent effort to identify any such rights. Information + on the procedures with respect to rights in RFC documents can be + found in BCP 78 and BCP 79. + + Copies of IPR disclosures made to the IETF Secretariat and any + assurances of licenses to be made available, or the result of an + attempt made to obtain a general license or permission for the use of + such proprietary rights by implementers or users of this + specification can be obtained from the IETF on-line IPR repository at + http://www.ietf.org/ipr. + + The IETF invites any interested party to bring to its attention any + copyrights, patents or patent applications, or other proprietary + rights that may cover technology that may be required to implement + this standard. Please address the information to the IETF at + ietf-ipr@ietf.org. + +Acknowledgement + + Funding for the RFC Editor function is provided by the IETF + Administrative Support Activity (IASA). + + + + + + + +Hoffman & Harris Informational [Page 50] + |