[CALCITE-5353] Document new procedure for requesting JIRA accounts an…

…d becoming a contributor

README.md

@@ -35,3 +35,6 @@ Elasticsearch, MongoDB, Kafka, and others, with minimal
 configuration.
 
 For more details, see the [home page](http://calcite.apache.org).
+
+The project uses [JIRA](https://issues.apache.org/jira/browse/CALCITE)
+for issue tracking. For further information, please see the [JIRA accounts guide](https://calcite.apache.org/develop/#jira-accounts).

site/_docs/howto.md

@@ -1006,3 +1006,81 @@ that `main` code freeze is over and commits can resume.
 
 See instructions in
 [site/README.md]({{ site.sourceRoot }}/site/README.md).
+
+# Advanced topics for PMC members
+
+## Processing JIRA account requests
+Here are some email templates that can be used when processing requests for JIRA accounts.
+
+### Account added to contributor list
+{% highlight text %}
+Hello [INSERT NAME HERE],
+
+Thanks for your interest in becoming a Calcite contributor! I have added your username ([INSERT USERNAME HERE])
+to the contributors group in JIRA. Happy contributing!
+
+If you have not subscribed to our development list (dev@calcite.apache.org) yet, I encourage you to do so by
+emailing dev-subscribe@calcite.apache.org. Further information about our mailing lists is available here:
+https://calcite.apache.org/community/#mailing-lists
+
+Best regards,
+[INSERT YOUR NAME HERE]
+{% endhighlight %}
+
+### Account not found
+{% highlight text %}
+Hello [INSERT NAME HERE],
+
+Thanks for your interest in becoming a Calcite contributor! I am sorry to inform you that I was unable to
+find your account ([INSERT USERNAME HERE]) in JIRA and was not able to add you to the contributors group.
+Please let me know the correct username by return email and I will process your request again.
+
+If you do not have an ASF JIRA account, please follow the instructions here to request one:
+https://calcite.apache.org/develop/#i-do-not-have-an-asf-jira-account-want-to-request-an-account-and-be-added-as-a-contributor
+
+Best regards,
+[INSERT YOUR NAME HERE]
+{% endhighlight %}
+
+### JIRA account created and added to contributors list
+{% highlight text %}
+Hello [INSERT NAME HERE],
+
+Thanks for your interest in becoming a Calcite contributor! I have requested for your JIRA account
+with the username ([INSERT USERNAME HERE]) to be created. You will receive an email shortly with further
+instructions on how to set your password. I have also added your account to the contributors list in JIRA.
+Happy contributing!
+
+If you have not subscribed to our development list (dev@calcite.apache.org) yet, I encourage you to do so by
+emailing dev-subscribe@calcite.apache.org. Further information about our mailing lists is available here:
+https://calcite.apache.org/community/#mailing-lists
+
+Best regards,
+[INSERT YOUR NAME HERE]
+{% endhighlight %}
+
+### JIRA username unavailable
+{% highlight text %}
+Hello [INSERT NAME HERE],
+
+Thanks for your interest in becoming a Calcite contributor! Unfortunately, the username you requested
+([INSERT USERNAME HERE]) is not available. Please note that usernames can only contain lowercase
+letters and numbers. Please select a different username and let me know by return email to try again.
+
+Best regards,
+[INSERT YOUR NAME HERE]
+{% endhighlight %}
+
+### Request not sent from same email address for JIRA account
+{% highlight text %}
+Hello [INSERT NAME HERE],
+
+Thanks for your interest in becoming a Calcite contributor! Unfortunately, I am unable to process your
+request as the request was not sent from the email address to be linked to your JIRA account.
+
+Please send your request again using the same email address as the one requested for your account ([INSERT EMAIL ADDRESS HERE]),
+so that I can process your request.
+
+Best regards,
+[INSERT YOUR NAME HERE]
+{% endhighlight %}

site/develop/index.md

@@ -65,6 +65,57 @@ The HOWTO describes how to
 [run more or fewer tests]({{ site.baseurl }}/docs/howto.html#running-tests) and
 [run integration tests]({{ site.baseurl }}/docs/howto.html#running-integration-tests).
 
+## JIRA accounts
+Calcite uses [JIRA](https://issues.apache.org/jira/browse/CALCITE) for issues/case management.
+You must have a JIRA account in order to log cases and issues.
+
+### I already have an ASF JIRA account and want to be added as a contributor
+If you already have an ASF JIRA account, you do not need to sign up for a
+new account. Please email [jira-requests@calcite.apache.org](mailto:jira-requests@calcite.apache.org)
+using the following template, so that we can add your account to the
+contributors list in JIRA:
+
+[**[Open the template in your email client]**](mailto:jira-requests@calcite.apache.org?subject=Add%20me%20as%20a%20contributor%20to%20JIRA&body=Hello,%0A%0APlease%20add%20me%20as%20a%20contributor%20to%20JIRA.%0AMy%20JIRA%20username%20is:%20[INSERT%20YOUR%20JIRA%20USERNAME%20HERE]%0A%0AThanks,%0A[INSERT%20YOUR%20NAME%20HERE])
+{% highlight text %}
+Subject: Add me as a contributor to JIRA
+
+Hello,
+
+Please add me as a contributor to JIRA.
+My JIRA username is: [INSERT YOUR JIRA USERNAME HERE]
+
+Thanks,
+[INSERT YOUR NAME HERE]
+{% endhighlight %}
+
+
+### I do not have an ASF JIRA account, want to request an account and be added as a contributor
+In order to request an ASF JIRA account, you will need to email
+[jira-requests@calcite.apache.org](mailto:jira-requests@calcite.apache.org)
+using the following template:
+
+[**[Open the template in your email client]**](mailto:jira-requests@calcite.apache.org?subject=Request%20for%20JIRA%20Account&body=Hello,%0A%0AI%20would%20like%20to%20request%20a%20JIRA%20account.%0AMy%20proposed%20JIRA%20username:%20[INSERT%20YOUR%20DESIRED%20JIRA%20USERNAME%20HERE%20(LOWERCASE%20LETTERS%20AND%20NUMBERS%20ONLY)]%0AMy%20full%20name:%20[INSERT%20YOUR%20FULL%20NAME%20HERE]%0AMy%20email%20address:%20[INSERT%20YOUR%20EMAIL%20ADDRESS%20HERE]%0A%0AThanks,%0A[INSERT%20YOUR%20NAME%20HERE])
+{% highlight text %}
+Subject: Request for JIRA Account
+
+Hello,
+
+I would like to request a JIRA account.
+My proposed JIRA username: [INSERT YOUR DESIRED JIRA USERNAME HERE (LOWERCASE LETTERS AND NUMBERS ONLY)]
+My full name: [INSERT YOUR FULL NAME HERE]
+My email address: [INSERT YOUR EMAIL ADDRESS HERE]
+
+Thanks,
+[INSERT YOUR NAME HERE]
+{% endhighlight %}
+
+**IMPORTANT**: The email address the request is sent from MUST be the same
+as the email address in the body of the request, otherwise, we will not be
+able to process your request.
+
+Once the ASF has processed our submission on your behalf, you will receive
+an email to set your password.
+
 ## Contributing
 
 We welcome contributions.
@@ -88,7 +139,7 @@ summary line. If you remove information while clarifying, put it in
 the description of the case.
 
 Design discussions may happen in various places (email threads,
-github reviews) but the JIRA case is the canonical place for those
+Github reviews) but the JIRA case is the canonical place for those
 discussions. Link to them or summarize them in the case.
 
 When implementing a case, especially a new feature, make sure
@@ -112,8 +163,8 @@ feel free to tag the respective contributor(s) in the discussion.
 
 If you are going to take on the issue right away assign it to yourself.
 To assign issues to yourself you have to be registered in JIRA as a contributor.
-In order to do that, send an email to the developers list
-and provide your JIRA username.
+In order to do that, please follow the instructions outlined in the
+[JIRA Accounts](#jira-accounts) section.
 
 If you are committed to fixing the issue before the upcoming release set
 the fix version accordingly (e.g., 1.20.0), otherwise leave it as blank.
@@ -307,7 +358,7 @@ so it is better to stick with `org.checkerframework.checker.nullness.qual.Nullab
                 String value = holder.get();
             }
 
-## Continuous Integration Testing
+## Continuous integration testing
 
 Calcite exploits [GitHub actions](https://github.com/apache/calcite/actions?query=branch%3Amain) for continuous
 integration testing.