I’d like to give everybody on this list some information on the 
Berkman/Sciences Po research project that many of you have been discussing here.

On Thursday the Wikimedia Foundation announced the launch of a banner to 
support a study led by a team at the Berkman Center/Sciences Po and recruiting 
participants from the English Wikipedia editor community [1]. The banner was 
taken down within hours of its launch after concerns raised in various 
community forums (the Admin Noticeboard [2], the Village Pump Tech [3], various 
IRC channels and mailing lists such as foundation-l [4] and internal-l [5]) 
that the design was confusing, that it was perceived as a commercial ad and 
that the community approval process and privacy terms were unclear and hardly 
visible.

Here’s what happened until the launch, what went wrong after the launch and 
what we are planning to do next.

==The prequel==
This proposal went through a long review process, involving community forums, 
the Research Committee and various WMF departments since early 2010.

The Berkman research team first approached WMF to discuss this study in January 
2010. They suggested a protocol to recruit English Wikipedia contributors to 
participate in an early version of this study by March 2010 and posted a 
proposal to the Administrators’ noticeboard to get community feedback [6]. The 
community response at that time opposed the proposed recruitment protocol 
(posting individual invitation messages on user talk pages). It was suggested 
instead that the recruitment should be handled through a CentralNotice banner 
to be displayed to registered editors, but concerns were raised on how to 
minimize the disruption.

To address these concerns, the proposal went through a full review with the 
Wikimedia Research Committee, that was completed in July 2011. The RCom 
evaluated the methods, the recruitment strategy, the language used in the 
survey and approved the proposal pending a final solution for the recruitment 
taking into account the concerns expressed by the community [7]. 

Based on suggestions made by community members (e.g. [8]) the research team 
started to work on a technical solution to selectively display a banner to a 
subset of registered editors of the English Wikipedia meeting certain 
eligibility conditions. WMF agreed to invest engineering effort into a system 
that would allow CentralNotice to serve contents to a specific set of editors – 
 functionality that would benefit future campaigns run by the community, 
chapters or the Foundation [9] [10].

A new CentralNotice backend was then designed to look up various editor metrics 
(i.e. number of contributions, account registration date and editor privileges) 
– all public information available from our database – and to perform a 
participant eligibility check against these metrics. A banner would then be 
displayed to eligible participants, posting the above data (user ID + editor 
metrics) along with a unique token to the server hosting the survey upon 
clicking. On the landing page of the survey, participants would have the 
possibility to read the privacy terms of the survey and decide whether to take 
it or not. 

Throughout the review process of this recruitment protocol, the research team 
received constant feedback from the Foundation’s legal team, the community 
department, the tech department and the communication team before the campaign 
went live.

The campaign was announced in the CentralNotice calendar one month before its 
launch [11] and the launch was with a post on the Foundation’s blog. The banner 
was enabled on December 8 at 11:00pm UTC. 800+ participants completed the study 
within a few hours since its launch. The banner was then taken down by a 
meta-admin a few hours after the launch due to the concerns described above.  

So what went wrong?

==A few explanations we owe you==

• Is the Foundation running ads?
No, this banner is a recruitment campaign for a research project that has been 
thoroughly reviewed by the Research Committee. We have a long tradition of 
supporting recruitment for research about our communities via various 
sitenotices. The methodology of this project is sound and the recruitment 
method less invasive than thousands of individual messages posted on user talk 
pages. We believe this research will help advance our understanding of the 
dynamics of participation in our projects. Receiving support by the Research 
Committee implies that all published output and anonymized data produced by 
this study will be made available under open licenses. [12] The banner also 
received full Wikimedia Foundation approval before its launch.

• Is this campaign conflicting with the fundraiser?
No, this banner is running only for a subset of logged-in editors for whom the 
main fundraiser campaign has already been taken down. We carefully timed this 
campaign to minimize the impact on the fundraiser and we scheduled it on the 
CentralNotice calendar with a month notice for this reason. 

• Is this campaign running at 100% on the English Wikipedia?
No, the banner has been designed to target a subsample of the English Wikipedia 
registered editor population. Based on estimates by the research team, the 
eligibility criteria apply to about 10,000 very active contributors and about 
30,000 new editors of the English Wikipedia. The target number of completed 
responses is 1500.

• Why does the banner include logos of organizations not affiliated with 
Wikimedia?
The design of the banner was based on the decision to give participants as much 
information as possible about the research team running the project and to set 
accurate expectations about the study.


==What we are doing now==

We realize that despite an extensive review, the launch of this project was not 
fully advertised on community forums. We plan to shortly resume the campaign 
(for the time needed by the researchers to complete their responses) after a 
full redesign of the recruitment protocol in order to address the concerns 
raised by many of you over the last 24 hours. Here’s what we are doing:

• Provide you with better information about the project
We asked the research team to promptly set up a FAQ section on the project page 
on Meta [13], and to be available to address any concern about the study on the 
discussion page of this project. The project page on Meta will be linked  from 
the recruitment banner itself.

• Redesign the banner
We understand that the banner design has been interpreted by some as ad-like 
(even if the goal was to make clear that this study was not being run by WMF, 
as it implied a redirection to a third party website for performing the 
experiment). In coordination with the research team, we will come up with a 
banner design that will be more in line with the concerns expressed by the 
community (for instance by removing the logos from the banner). 

• Make privacy terms as transparent as possible
Upon clicking on the banner, participants accept to share their username, edit 
count and user privileges with the research team. The previous version didn’t 
make it explicit and we are working to address this problem. To make the 
process totally transparent we will make the acceptance of these terms explicit 
in the banner itself.

Once redirected to the landing page, participants will have to accept the terms 
of participation in order to enter the study. The project is funded by the 
European Research Council: the data collected in this study is subject to 
strict European privacy protocols. The research team will use this data for 
research purposes only. The research team is not exposed to and does not record 
participants’ IP addresses. 

==How you can help==

We would like to hear from you on the redesign of the banner to make sure it 
meets the expectations of the community and doesn’t lend itself to any kind of 
confusion. We will post the new banners to Meta and try to address all pending 
questions before we resume the campaign.

This is one of the first times we’re supporting a complex, important research 
initiative like this one, and I apologize for the bumps in the road. We believe 
that supporting research is part of our mission: it helps advance our 
understanding of ourselves. So thanks again for all support you can give in 
making this a success.


Dario Taraborelli
Senior Research Analyst, Wikimedia Foundation

[1] http://blog.wikimedia.org/2011/12/08/experiment-decision-making/ 
[2] 
http://en.wikipedia.org/wiki/Wikipedia:Administrators%27_noticeboard/Incidents#Harvard.2FScience_Po_Adverts
[3] 
http://en.wikipedia.org/wiki/Wikipedia:Village_pump_%28technical%29#Search_banner_Wikipedia_Research_Committee
[4] http://lists.wikimedia.org/pipermail/foundation-l/2011-December/070742.html
[5] 
https://lists.wikimedia.org/mailman/private/internal-l/2011-December/018842.html
[6] 
http://en.wikipedia.org/wiki/Wikipedia:Administrators%27_noticeboard/Archive222#Researchers_requesting_administrators.E2.80.99_advices_to_launch_a_study
[7] 
http://meta.wikimedia.org/wiki/Research_talk:Dynamics_of_Online_Interactions_and_Behavior#RCom_review
[8] http://lists.wikimedia.org/pipermail/foundation-l/2011-May/065580.html
[9] http://lists.wikimedia.org/pipermail/foundation-l/2011-May/065558.html
[10] http://meta.wikimedia.org/wiki/CentralNotice_banner_guidelines
[11] 
http://meta.wikimedia.org/w/index.php?title=CentralNotice/Calendar&oldid=3056067
[12] http://meta.wikimedia.org/wiki/Research:Subject_recruitment
[13] 
meta.wikimedia.org/wiki/Research:Dynamics_of_Online_Interactions_and_Behavior

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