William Beutler on Wikipedia

Posts Tagged ‘Knowledge Engine’

Montgomerology

A Modest Proposal for Wikimedia’s Future

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on March 11, 2016 at 3:30 pm

On February 25, Lila Tretikov, the embattled executive director of the Wikimedia Foundation (WMF), finally tendered her resignation. Though an interim successor would not be named until March 10,[1]it is Katherine Maher, previously WMF’s head of communications the Wikimedia movement breathed a collective sigh of relief.

Tretikov’s twenty-two month tenure produced the greatest organizational crisis in Wikimedia’s history.[2]For background, see: an exhaustive timeline by Molly White (User:Gorilla Warfare) with, as she writes, “immense help from many other people”; The Wikipedia Signpost‘s examination of the key issues, “The WMF’s age of discontent” (January 6); and two posts on this blog, “The Crisis at New Montgomery Street” (January 11) and “Search and Destroy: The Knowledge Engine and the Undoing of Lila Tretikov” (February 19). The full story is still the subject of intense disagreement, which later I will argue should be the focus of an official outside audit. Her leadership will be remembered for poor communication, worse management, rapid and unannounced changes in strategy, and a lack of transparency that produced an atmosphere of mistrust and anxiety, one which finally overwhelmed and brought the Tretikov era to an acrimonious end.

Most of all, Lila Tretikov will be remembered for the precipitous decline in staff morale that sent more than two dozen key employees and executives for the exits. The loss of talent, relationships, and institutional memory is devastating, and it is not something the Wikimedia Foundation will recover from soon.

I suggest maybe the WMF should not recover and rebuild itself, at least not exactly like it was. Acknowledging this modest proposal stands to be controversial,[3]possibly just ignored I believe in this tragedy lies an opportunity for the Wikimedia Foundation to reconstitute itself in a way better suited for the challenges facing it at this point in its history.

This would be a WMF that recognizes its primary mission is educational, one that is willing to reconsider what responsibilities it keeps for itself vs. what works better distributed among its affiliates. I argue in this post that it should split its executive leadership into two roles and spin off certain core functions into standalone organizations. Doing so would allow for better transparency, create more opportunities for “WMF-Community” cooperation, and perhaps offer a chance for volunteers to seek a career path within the movement.

The Wikimedia Foundation does not need to do big things. It needs to create an environment for big things to happen.

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If the WMF is going to reconsider its organizational structure, this is certainly the time to do it. The forest fire of Tretikov’s tenure creates a unique and unexpected opportunity to plant anew. Other questions are already being explored: what will Wikimedia’s next five-year-plan say?[4]The current draft is available for review, and is mostly interesting for its differences from the last version: gone are mentions of “innovation” and “infrastructure”—two things the ill-fated Knowledge Engine could plausibly be accused of representing—while notions of growing the user base and improving quality have been downplayed. Should Jimmy Wales continue to hold his semi-permanent seat on the Board? Are the processes for selecting and vetting the three groups of Board trustees still adequate, the underlying assumptions still operative? How can the Board be induced to act transparently? The Wikimedia Conference coming up in April should be interesting, if not explosive.

All of these are very difficult and important questions, and yet I strongly suggest opening another conversation about the size and scope of WMF responsibilities going forward.[5]I also think five years is too narrow a scope to best plan for the Wikimedia movement’s future, although the current draft says nothing about time frames. Why should the WMF consider radically re-envisioning its organizational structure? Because the WMF as it exists was created to solve a different problem than the one we have now.

When the WMF was launched in 2003, two years after Wikipedia’s creation, “Wikimedia” was a retconned neologism coined to describe a wide-ranging movement not yet fully baked. The WMF was needed to create a backbone for these efforts and give its global volunteer base a strong sense of direction. Under Sue Gardner, the WMF was successful in fulfilling this role.

The present WMF has become, in the pithiest description possible, a fundraising organization in support of a nonprofit web development company and a small-grant issuing organization. To a lesser degree, it has also funded community outreach and the development of membership chapters around the world.

Wikipedia, in its many languages and numerous sister projects—the larger Wikimedia movement with which this post is really concerned—has succeeded in becoming the world’s free resource for knowledge, however imperfect it can be. Maintaining this is a different kind of challenge, and it is inherently a defensive one. Indeed, there is much to defend, and the threats are not imagined.

The first challenge is the changing Internet: Wikipedia’s software and culture came from an Internet dominated by desktop computers accessing the World Wide Web. Today, Internet activity has moved to mobile devices, increasingly inside of apps, which are of course closed platforms. Though WMF’s mobile efforts have come a long way, they are fighting upstream against several currents no one imagined in 2001. The idea of collaboration is as strong as ever, but its tools become weaker all the time.

The second challenge is WMF culture. The Tretikov disaster reveals weaknesses in two of the WMF’s most important functions: the raising of money[6]Knight Foundation and the allocating of money.[7]Knowledge Engine In addition, as described in varying degrees of detail by former staffers, under Tretikov the Foundation had become a toxic workplace environment—but the truth is it had structural issues even before that. Finally, the edifice of a nearly 300-person staff created a kind of intrigue—“Montgomerology”[8]hat tip: Liam Wyatt—that plays out daily on Wikimedia-l,[9]for the uninitiated: a semi-public mailing list populated by Wikimedians; lately the semi-private Wikipedia Weekly Facebook group has formed another locus of discussion and which this blog is frankly obsessed with. Which, I acknowledge, isn’t exactly healthy.

The third challenge, not unrelated, is Wikimedia culture. The English Wikipedia’s volunteer community, the movement’s largest and most influential bloc, is deeply set in its ways. Meanwhile, Wikipedia’s extraordinarily high profile contributes to a reluctance to tinker with, let alone radically rethink, how it conducts its business. And several bold initiatives developed within the WMF—including good ideas like the Visual Editor, debatable ideas like the Media Viewer, and bad ideas like the Knowledge Engine—have been received poorly by the community.

In all three cases, solving these problems are more than any one executive can handle alone.

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So what should happen? First, an apology from the Board of Trustees is definitely in order. Tretikov’s failure is entirely on them as Wikimedia’s ultimate corporate authority. Second, an audit / accounting of the failures of recent years. Wikimedia UK was required to do one following the Gibraltarpedia controversy; what’s good for the chapter is even better for the foundation.

Third, the Board of Trustees should split the role of executive director into two positions: a president and provost, like universities do.[10]Being an educational project, WMF should look to similar institutions for guidance. One becomes the “head of state”, handling the public and fundraising efforts, while the other handles administration and operations. Wikipedia’s high profile means that representing its value and values to the outside world is a full-time job. Regardless of whether Jimmy Wales remains a trustee, Wikipedia needs a new mascot, and it should identify a charismatic leader for this role, who may or may not come from the Wikimedia community. The provost position would be focused on grantmaking, community outreach, and long-term strategy. They must be a good manager and internal communicator, but need not be a big personality. And this person absolutely must come from the Wikimedia movement.

Fourth, and the really hard part, would be the voluntary dispossession of core Wikimedia movement functions from the central organization. The WMF should keep only what is mission critical—fundraising and grantmaking[11]legal and communications, too, of course—and spin off the rest.[12]It has done this once before: that’s the origin story of the Wiki Education Foundation. WMF grants should fund these newly independent foundations, encouraging a reinvigorated support for community-driven organizations.

What is the basis for considering smaller organization sizes? From a theoretical perspective, there’s Dunbar’s number. The larger an organization becomes, the harder it is for everyone to know everyone else and understand what they’re doing. In the business world, this has been seen in the arrested development of agglomeration, once large corporations realized they had become slow and bureaucracy-laden.[13]Anyone else remember The Onion‘s “Just Six Corporations Remain”? Critics of corporate consolidation were caught as flat-footed as the conglomerates they disdained when spin-offs became ever more popular. This is also an operating principle at Amazon, where they call it the “two-pizza rule”.[14]“Never have a meeting where two pizzas couldn’t feed the entire group.”

From a practical perspective, the WMF’s behemoth status suits neither its day-to-day operations nor its perceptions by the wider community. As detailed by recently departed veteran staffer Oliver Keyes in The Wikipedia Signpost last month, systemic problems with hiring, promotions, and HR in general were an issue at the WMF well before Tretikov’s arrival. Meanwhile, the WMF itself seems unapproachable, simply too much for anyone to wrap their heads around. Indeed the WMF itself is a conglomerate, of a kind. Creating more community space around its current departments would make each more accessible, generating more “WMF-Community” interactions. This would help greatly with transparency, and make it far easier to start new initiatives.

It all sounds pretty radical—and I’m not saying it isn’t!—but there are good reasons to think a new organizational structure could work. The argument against ultimately relies on an appeal to familiarity, bolstered by inertia.

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With the caveat that I have never worked at the Wikimedia Foundation, nor in non-profit governance even for a minute, I won’t let that stop me from taking a crack at some specifics. What I write below is merely one way to go about it, and I encourage others—especially those with real WMF experience—to offer their view in the comments. Let’s go:

Among the WMF’s first major grants should be to the new Wikimedia Technology Foundation, containing the current Technology and Product teams. There is no critical reason why it needs to live in the same house as fundraising, and it would benefit from a strong leader with community ties—which it has not had for a long time. After all, even as we’re now sure Discovery is working not on a Google-killer but merely improved site search, it still ranks very low compared to other community-enumerated goals. Doing so would make its efforts more useful to everyday editors, and give it the latitude to develop for the next generation of Wikipedia editors. An early initiative of this spinoff should be to think about how to position Wikipedia for the mobile web and even to consider partnerships with today’s media orgs—not so much the New York Times and CNN, but Facebook and Snapchat.

More complex would be the evolution of Community Engagement, encompassing grantmaking and outreach. WMF grantmaking has nearly always been hampered by thinking too small and funding projects too dispersed and under-staffed to be effective. Through its chapters, user groups, and various grantmaking committees it funds projects for not quite enough money which are basically nights-and-weekends projects, from which very few can draw compensation, thereby limiting their ambitions and achievements.

So while the core function of grantmaking should stay with the provost at the slimmed down WMF, the bulk of its activity should happen outside its walls. And the way this would happen is by the creation of a more ambitious grantmaking operation whose mission is to nurture and develop mini-foundations modeled on GLAM-Wiki US, the Wiki Education Foundation, and WikiProject Med Foundation. Rather than there being one new foundation for community outreach, this needs to be a core capability of every mini-foundation that receives WMF funding.

Among the key projects necessary to a healthy and functioning Wikimedia movement that could benefit from a devolved organization and dedicated funding: The Wikipedia Signpost, which is heroically staffed entirely by volunteers; the Wikimania conference, the locus of numerous organizational failures in recent years; Wikimedia chapter management: the model of volunteer support currently practiced focuses too much on geographic concerns at the expense of thematic topics, with considerable overlap.

Another might be content development: if you look at Wikipedia’s complete list of featured articles, it is arguable the only article categories supported by existing foundations are “art and architecture”, “education” and “health and medicine”, served, respectively, by the three model organizations listed above. Adapting from the list, this leaves dozens of top-level categories unserved by a formal organization, and decreasingly supported as the informal “wikiproject” has withered in recent years.[15]Very few wikiprojects continue to thrive, and the ones that do—Military history and Video games—inadvertently perpetuate Wikipedia’s problems with systemic bias. By creating formal structures with specific outreach to associations and universities along these lines, Wikipedia can create more opportunities for outreach and collaboration.

What’s more, it would create opportunities for Wikimedians, particularly its younger cohort, to choose a career within the movement. Presently, there are too few jobs at libraries and museums to make use of all this talent. While conflict of interest (COI) issues will be justifiably considered, these fears are generally overblown. Nowhere in Wikipedia’s policies or guidelines—and certainly not in the Five Pillars—does it say that Wikipedia must be volunteer-only, and creating staff positions will actually reduce the likelihood editors will “sell out”. Wikimedia has long passed a point of diminishing returns on the volunteer-only model. And you know what? It isn’t entirely that now. We already live in a “mixed economy”, and we owe it to our community members to expand their opportunities. There’s no reason software programmers should be the only ones to earn a living working on Wikimedia projects.

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Can I summarize all this in a paragraph? I think so: a small constellation of well-funded Wikimedia Foundation spinoffs, each with a strong sense of mission, focused narrowly on the movement’s needs stands a better chance of working more efficiently among themselves and offers many more touch points for the community itself to be involved. Through that, transparency can be improved, both at the WMF parent org and within a reinvigorated movement organized around professionally staffed, standalone foundations doing what each does best. In the gaps between them and the WMF, new opportunities for community involvement would arise for the benefit of all.

Wikimedia is vast, with an incredible diversity of talents and resources. It contains multitudes, and its organizational structure should reflect that.

Notes

Notes
↑1 it is Katherine Maher, previously WMF’s head of communications
↑2 For background, see: an exhaustive timeline by Molly White (User:Gorilla Warfare) with, as she writes, “immense help from many other people”; The Wikipedia Signpost‘s examination of the key issues, “The WMF’s age of discontent” (January 6); and two posts on this blog, “The Crisis at New Montgomery Street” (January 11) and “Search and Destroy: The Knowledge Engine and the Undoing of Lila Tretikov” (February 19). The full story is still the subject of intense disagreement, which later I will argue should be the focus of an official outside audit.
↑3 possibly just ignored
↑4 The current draft is available for review, and is mostly interesting for its differences from the last version: gone are mentions of “innovation” and “infrastructure”—two things the ill-fated Knowledge Engine could plausibly be accused of representing—while notions of growing the user base and improving quality have been downplayed.
↑5 I also think five years is too narrow a scope to best plan for the Wikimedia movement’s future, although the current draft says nothing about time frames.
↑6 Knight Foundation
↑7 Knowledge Engine
↑8 hat tip: Liam Wyatt
↑9 for the uninitiated: a semi-public mailing list populated by Wikimedians; lately the semi-private Wikipedia Weekly Facebook group has formed another locus of discussion
↑10 Being an educational project, WMF should look to similar institutions for guidance.
↑11 legal and communications, too, of course
↑12 It has done this once before: that’s the origin story of the Wiki Education Foundation.
↑13 Anyone else remember The Onion‘s “Just Six Corporations Remain”?
↑14 “Never have a meeting where two pizzas couldn’t feed the entire group.”
↑15 Very few wikiprojects continue to thrive, and the ones that do—Military history and Video games—inadvertently perpetuate Wikipedia’s problems with systemic bias.

Montgomerology

Search and Destroy: The Knowledge Engine and the Undoing of Lila Tretikov

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on February 19, 2016 at 11:00 am

The Wikimedia Foundation is in open revolt. While the day-to-day volunteer efforts of editing Wikipedia pages continue as ever, the non-profit Foundation, or WMF, is in the midst of a crisis it’s never seen before. In recent weeks, WMF staff departures have accelerated. And within just the past 48 hours, employees have begun speaking openly on the web about their lack of confidence in the leadership of its executive director, Lila Tretikov.

knowledge-engine-rocket

All in all, it’s been a terrible, horrible, no good, very bad start to 2016. Controversy in the first weeks of the year focused on the unexplained dismissal from the WMF Board of Trustees of James Heilman, a popular representative of Wikipedia’s volunteer base, before shifting to the unpopular appointment to the WMF Board of Arnnon Geshuri, whose involvement in an anti-competitive scheme as a Google executive led him to resign the position amidst outcry from the staff and community.[1]The denouement of Geshuri’s time at WMF might have been a great post of its own, but I didn’t get to it, and, as usual, Signpost has you covered.

But other issues remained unresolved: WMF employee dissatisfaction with Tretikov was becoming better known beyond the walls of its San Francisco headquarters, while questions mounted about the origin, status and intent of a little-known initiative officially called Discovery, but previously (and more notoriously) known as the “Knowledge Engine”. What was it all about? How do all these things tie together? What on Earth is going on here?

Deep breath.

The strange thing about the Knowledge Engine is that, until very recently, basically nobody knew anything about it—including the vast majority of WMF staff. Not until Heilman identified it as a central issue surrounding his departure from the Board had anyone outside the WMF staff ever heard of it—though in May 2015, a well-placed volunteer visiting HQ[2]specifically, User:Risker, a widely respected former member of Wikipedia’s Arbitration Committee observed that a team called “Search and Discovery” was “extraordinarily well-staffed with a disproportionate number of engineers at the same time as other areas seem to be wanting for them”. This despite the fact that, as we know now, the WMF had sought funding from the Knight Foundation of many millions of dollars, receiving just $250,000 in a grant not disclosed until months later. As recently as this month, a well-considered but still in-the-dark Wikipedia Signpost article asked: “So, what’s a knowledge engine anyway?”

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After several months of not knowing anything was amiss, followed by weeks of painful acrimony, we think we have the answer: as of February 2016 the mysterious project is in fact a WMF staff-run project to improve Wikipedia’s on-site search with some modest outside funding, which sounds like a good idea, sure, Wikipedia’s on-site search engine isn’t maybe the best, but we also know at some point it was an ambitious project to create a brand new search engine as an alternative to Google. Sometime in 2015 the WMF submitted a proposal to the Knight Foundation asking for a substantial amount of money to fund this project. It is described in still-emerging documents from this grant request as a “search engine”, and several early mock-ups seemed to suggest this was in fact the idea (click through for higher resolution):

Knowledge Engine mid

Why would Wikipedia consider building a search engine, anyway? The most likely answer is fear of being too dependent on Google, which sends Wikipedia at least a third of its total traffic. In recent years, Google has started providing answers to queries directly on the search engine results page (SERPs), often powered by Wikipedia, thereby short-circuiting visits to Wikipedia itself. Tretikov herself, in a rambly January 29 comment on her Meta-Wiki[3]a wiki devoted to, well, meta-topics regarding Wikimedia projects account page, identified “readership decline” as Wikipedia’s most recent challenge.[4]“Our aim was to begin exploring new initiatives that could help address the challenges that Wikipedia is facing, especially as other sources and methods arise for people to acquire knowledge. If you haven’t yet, please have a look at the recent data and metrics which illustrate the downward trajectory our movement faces with readership decline (since 2013), editor decline (since 2007, which we stabilized for English Wikipedia in 2015), and our long standing struggle with conversion from reading to editing. These risks rank very high on my list of priorities, because they threaten the very core of our mission.”

It’s an understandable position: if you are the leader of an organization whose success has been largely described in terms of its overall traffic,[5]#6 in the U.S., #7 worldwide any decline in traffic may be equated with a decline in Wikimedia’s ability to fulfill its mission. I submit this is short-sighted: that Wikipedia has an educational mission whose impact cannot be measured solely in terms of traffic. That Google borrows information from Wikipedia—though they are not alone in this—in such a way that it answers people’s questions before they have to actually click through to en.wikipedia.org is still a win for Wikipedia, even if it reduces the (already low) probability that a reader will become a Wikipedia contributor.[6]See this comment from WMF’s Dario Taraborelli, who argues: “[T]raffic per se is not the goal, the question should be about how to drive back human attention to the source”.

The logic is twisted, but you can follow it: most readers find Wikipedia through a search engine, so if the search engine that helped make Wikipedia the success it is today changes its mind and starts pointing elsewhere, better to get ahead of things and create a new alternative that people will use. I guess? If we accept this reasoning, we still have to confront questions like: Is this actually something the WMF can accomplish? Is this within the WMF’s scope? Is this something that will help Wikipedia accomplish its mission? These are much harder questions for WMF to answer—in part because the answers are “no”, “no”, and “no”—and would absolutely have to be shared with the Wikimedia Board of Trustees ahead of time and, for political reasons, socialized within the Wikipedia community itself. The incident surrounding Heilman’s departure suggests the former was an issue, and the ongoing furor is because the latter obviously did not occur.

Meanwhile, the extreme unwillingness of Lila Tretikov and even Jimmy Wales to talk about it is, in fact, tearing the Wikimedia Foundation apart. Tretikov has lost all remaining credibility with Wikimedia staff and close community observers, not that she had much to begin with. As this week comes to an end, more staffers are quitting, remaining ones are complaining in public, and it seems impossible to imagine Lila Tretikov remaining in charge much longer.

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If you’ve come to expect a detailed timeline of events from The Wikipedian, I am pleased to say you’ll find just what you’re looking for below, although I’m afraid this whole thing is too large and multifaceted to do proper justice within the space of this already very long post. A full accounting may go back[7]as James Heilman does in his own timeline of events to the mid-2000s, when Jimmy Wales harbored ambitions of building his own search engine—Wikiasari in 2006 and Wikia Search in 2008. It certainly would include a full accounting of the many high-profile WMF staffers to leave since late 2014, and the role Tretikov played in each. It would include a careful examination of what the WMF can and should do in Wikipedia’s name, and an evaluation of how the evolving app-focused Internet raises questions about Wikipedia’s own future.

I think that’s more than I can accomplish in this post.

Instead I want to focus on what’s happening this week. But first we have to fill in some of the blanks. To do so, you’ll want to wind back the clock a few weeks:

  • Let’s start on January 25, when Jimmy Wales called Heilman’s claims that transparency issues were at the core of his dismissal “utter fucking bullshit”. Jimmy Wales is known for occasionally lashing out at pestering editors on his Talk page, and this certainly seems to be one of those times.

    • Jimmy Wales, 2013

  • On January 29, Tretikov made her first public, community-facing statement about the Knight Foundation grant, which was welcomed for showing some self-reflection[8]“It was my mistake to not initiate this ideation on-wiki. Quite honestly, I really wish I could start this discussion over in a more collaborative way, knowing what I know today.” but also raised more questions than it answered.

  • On February 1 WMF developer Frances Hocutt stated[9]on Tretikov’s discussion page, no less that employees were being “censured for speaking in ways that I have found sharply critical but still fundamentally honest and civil”.

  • Don’t skip the aforementioned “So, what’s a knowledge engine anyway?” investigation by Andreas Kolbe for The Signpost, published February 8, still the most comprehensive evaluation of this multifaceted controversy.

  • We then jump ahead to February 11, when Wales was still doing his “Baghdad Bob” routine, publicly insisting to Wikipedia editors that any suggestion WMF had ever considered building a search engine was “a total lie”.[10]Full quote: “To make this very clear: no one in top positions has proposed or is proposing that WMF should get into the general “searching” or to try to “be google”. It’s an interesting hypothetical which has not been part of any serious strategy proposal, nor even discussed at the board level, nor proposed to the board by staff, nor a part of any grant, etc. It’s a total lie.”

  • Just hours later, WMF comms uploaded the Knight Foundation grant agreement itself to the WMF’s own wiki, confirming for the first time, in public, that WMF was describing the project as “the Internet’s first transparent search engine”. The Signpost has the most detailed breakdown not only of the grant agreement, but also three supplemental documents which were leaked to the Signpost but have not been made public at this time.

  • Also read this powerfully-argued blog post by Wikipedia veteran Liam Wyatt about the poor strategic decision-making that led to the current controversy.[11]“It seems to me extremely damaging that Lila has approached an external organisation for funding a new search engine (however you want to define it), without first having a strategic plan in place. Either the Board knew about this and didn’t see a problem, or they were incorrectly informed about the grant’s purpose. Either is very bad.”

  • You might then have a look at The Register, always snarky, but with a decent summary of where things stood last week, just before it became newsworthy. I definitely recommend this February 15 story by Vice’s Motherboard about the fiasco (and this follow-up)[12]Both of which quote yours truly, so take that into consideration. but skip this Newsweek story except to see how the media was, for a brief moment, cluelessly reporting that Wikipedia was taking on Google.[13]This story has since been corrected, albeit on an insignificant, unrelated point.

  • However incomplete, I think this upshot from The Verge is a good enough summary, at least for public purposes:

      • Whether Wikimedia’s plans just naturally evolved [away from the search engine project] or whether it was responding to the community’s response is difficult to say, but the organization is now, at least, claiming it does not want to square up to Google, but just improve its own product.

  • As all this was unfolding, the exodus of key WMF staff was accelerating. On February 8, Tretikov announced on Wikimedia-l that Luis Villa, head of the Community Engagement department and previously a member of the WMF’s legal team, would be leaving.

  • At least Tretikov seemed to be in control of that one. Because the next day Anna Koval, a manager of the education program, announced her own departure on the mailing list.

  • And then on Friday, February 12, a very big resignation letter dropped on the Wikimedia-l: that of Siko Bouterse, another veteran leader who had long provided a crucial link between the Wikipedia volunteer community and the professional WMF staff. Careful with her words, Bouterse wrote:

      • Transparency, integrity, community and free knowledge remain deeply important to me, and I believe I will be better placed to represent those values in a volunteer capacity at this time.

  • Messing up my timeline a bit, but still worth noting: Hocutt, the developer who had made public internal fears about silencing dissent, announced her own (albeit temporary) departure in yet another Wikimedia-l post on February 17, noting her leave was “due in part to stress caused by the recent uncertainty and organizational departures.”

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Finally, on February 16, Lila Tretikov published an open letter[14]Co-authored by Vice President of Product Wes Moran on the Wikimedia blog titled “Clarity on the future of Wikimedia search”. Alas, it wasn’t terribly clarifying: it seemed aimed at the clueless mainstream journalists like the one at Newsweek, and not at the Wikipedia community who knew which information gaps actually needed to be filled in. It began:

Over the past few weeks, the Wikimedia community has engaged in a discussion of the Wikimedia Foundation’s plans for search and discovery on the Wikimedia projects.

Lila_Tretikov_16_April_2014Well, that is certainly one way to put it! Put another way, you have been backed into a corner defending the untenable proposition that Wikipedia has never considered building a search engine, and now that the mainstream press is reporting, based on your own documents, that you are building a search engine, one certainly has to say something about it.

After much boilerplate about the growth of Wikipedia and its many achievements, Tretikov and Moran finally get around to the point:

What are we not doing? We’re not building a global crawler search engine. We’re not building another, separate Wikimedia project. … Despite headlines, we are not trying to compete with other platforms, including Google.

This seems to be true, insofar as there is no search project currently. However, Wales had previously locked himself into the position that there was never a search project originating from WMF, and by now we know that is obviously false. Without any acknowledgement in this letter, it is useless. But it’s worse than that:

Community feedback was planned as part of the Knowledge Engine grant, and is essential to identifying the opportunities for improvement in our existing search capacity.

We are 10 months past the initial plans for this far-reaching, mission statement-busting project, six months past the award of a grant to pursue this quixotic effort, and not two months removed from the violent ejection of a Board trustee over the matter… and all you can say is “feedback was planned”?

Finally, the closest thing to acknowledging the Knowledge Engine was, at some point, actually a search engine:

It is true that our path to this point has not always been smooth, especially through the ideation phase.

And nothing more.

The first comment on the post was brutal, bordering on uncivil, from a retired editor. It concluded:

You are either:
a. Flat out lying, and hoping we don’t actually read the grant,
b. Have misled the Knight Foundation as to your intentions for their grant money, or
c. Seriously incompetent and should never be put in charge of writing a grant application
None of these options look good for the WMF.

A few hours later, a member of WMF’s Discovery team gamely stepped forward and tried to offer a plausible explanation for how the grant request did not necessarily imply a Google-competitive search engine project—damage control, essentially—but still had to concede the wording of the grant did not make Tretikov or WMF look good: “It is ambiguous. I can’t speak to the intent of the authors and while there are current WMF staff listed, they are not the sole authors of the document.”

Finally, a day later, a true hero emerged in Max Semenik, another Discovery team engineer, mostly unknown to the community, and who was willing to take off his PR hat to say what everyone pretty much knew:

Yes, there were plans of making an internet search engine. I don’t understand why we’re still trying to avoid giving a direct answer about it. …

The whole project didn’t live long and was ditched soon after the Search team was created, after FY15/16 budget was finalized, and it did not have the money allocated for such work … However, ideas and wording from that search engine plan made their way to numerous discovery team documents and were never fully expelled. …

In the hindsight, I think our continued use of Knowledge Engine name is misleading and should have ended when internet search engine plans were ditched. No, we’re really not working on internet search engine.

Now that sounds like a real answer! What’s more, it also provides the outlines of a believable story as to why the Knight Foundation grant included language about the search engine, even if it wasn’t then the plan. This is transparency of a sort! But it’s transparency of the last-ditch kind. That it had to come from a low-level engineer indicates there is a major problem, and speaks to the fact that the WMF simply cannot go on this way.

At a time when Wikipedia has already-existing problems, the WMF was asking for money to basically create a whole new set of problems. That is the mark of an organization, if not a movement, adrift. Clearly, they pitched a search engine to Knight, and they asked for millions—I have heard the number placed at $100 million over 5 years—later reduced to $12 million, of which Knight provided $250K to build a plan—essentially a pat on the head: ‘since we like you, here’s a few bucks to come up with a better idea’.

knowledge-engineMysteries remain: where did the idea come from, who championed it, when did it die—or when did it recede and what happened afterward? One answer is supplied in another comment on this public thread (!) from yet another WMF team member (!) pointing a finger at former VP of Engineering Damon Sicore as having “secretly shopped around grandiose ideas about a free knowledge search engine, which eventually evolved into the reorg creating the Discovery team.” Sicore left in July 2015. A big remaining question, for which there is no answer at this time: when the actual grant was submitted to the Knight Foundation.

An argument I have heard in recent days is that it’s common in grant-making to try for everything you can and see what actually sticks. This may be true, but if so, it doesn’t seem to have been worth it. That WMF leadership felt they had to hide the fact later on also underlines the mistake they knew they were making.

Another big question: how does this affect Wikipedia’s public reputation, particularly among donors, most especially among foundations? You have to think the answer is a lot. The WMF looks like the Keystone Kops. Why would you give it money? And right now, the Knight Foundation specifically must be asking what it’s got itself into.

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Within the last 24 hours, the trickle of public criticism about Tretikov has become a widening stream. Some of it is taking place in the above comment thread, plenty is still happening at Wikimedia-l, but a lot of it has moved to a semi-private Facebook group called Wikipedia Weekly, where staffers previously not known for voicing internal dissent have been speaking quite frankly about how bad things are at 149 New Montgomery Street.[15]Example: “Dozens of staff formally warned the Board and Leadership months ago that this would happen. Sadly, we were right. But it was entirely predictable, and preventable.”

Yesterday afternoon on the mailing list, a developer named Ori Livneh replied to a plea for calm by community Board trustee Dariusz Jemielniak by explaining why they could not remain silent:

My peers in the Technology department work incredibly hard to provide value for readers and editors, and we have very good results to show for it. Less than two years ago it took an average of six seconds to save an edit to an article; it is about one second now. (MediaWiki deployments are currently halted over a 200-300ms regression!). Page load times improved by 30-40% in the past year, which earned us plaudits in the press and in professional circles. …

This is happening in spite of — not thanks to — dysfunction at the top. If you don’t believe me, all you have to do is wait: an exodus of people from Engineering won’t be long now. Our initial astonishment at the Board’s unwillingness to acknowledge and address this dysfunction is wearing off. The slips and failures are not generalized and diffuse. They are local and specific, and their location has been indicated to you repeatedly.

Shortly thereafter Asaf Bartov—one of WMF’s more outspoken staffers, even prior to the last 48 hours—voiced his agreement and turned his comments back to Jemielniak:

Thank you, Ori. +1 to everything you said. We have been laboring under significant dysfunction for more than a year now, and are now in crisis. We are losing precious colleagues, time, money, *even more* community trust than we had previously squandered, and health (literally; the board HR committee has been sent some details). Please act. If for some reason the board cannot act, please state that reason. Signal to us, community and staff, by concrete words if not by deeds, that you understand the magnitude of the problem.

And then, about 10 minutes later, Lila Tretikov posted to this very conversation thread, and this is all she had to say:

For a few 2015 accomplishments by the product/technical teams you can see them listed here:

https://meta.wikimedia.org/wiki/2015_Wikimedia_Foundation_Product_and_Technology_Highlights

That is the complete text of her emailed post. That is really all she had to say, in a public thread specifically criticizing her leadership and all but explicitly calling for her removal. One gets the feeling, at this point, even Lila Tretikov just wants it to be over.

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In the early morning hours of February 19, a WMF software engineer named Kunal Mehta wrote an impassioned, rather forlorn post on his personal blog, titled: “Why am I still here?”:

Honestly, I don’t understand why the current leadership hasn’t left yet. Why would you want to work at a place where 93% of your employees don’t believe you’re doing a good job, and others have called you a liar (with proof to back it up) to your face, in front of the entire staff? I don’t know everything that’s going on right now, but we’re sick right now and desperately need to move on. …

I love, and will always love Wikimedia, but I can’t say the same about the current state of the Wikimedia Foundation. I’ve been around for nearly nine years now (nearly half my life), and it feels like that world is slowly crumbling away and I’m powerless to stop it.

240px-Wikimedia_Foundation_RGB_logo_with_textAnd that’s why there is really just no way Lila Tretikov can continue to lead the WMF. A week ago, the thinking was: the Board of Trustees chose her over James Heilman, so they’re really sticking with her. At the time it also seemed like the Knowledge Engine was a going concern, and their support for her owed to their insistence on moving ahead with the project above community and staff objections. Knowing what we do now, it’s inexplicable. The thinking now is: she obviously has to go, and the only reason the Board might have for not acting on it would be legal considerations.

For the sake of Wikipedia’s future, the Wikimedia Foundation needs new leadership. Lila Tretikov must resign, or she must be replaced. This is the most challenging blog post I’ve ever had to write at The Wikipedian. The next one, I hope, will be about the start of the turnaround.

Notes

Notes
↑1 The denouement of Geshuri’s time at WMF might have been a great post of its own, but I didn’t get to it, and, as usual, Signpost has you covered.
↑2 specifically, User:Risker, a widely respected former member of Wikipedia’s Arbitration Committee
↑3 a wiki devoted to, well, meta-topics regarding Wikimedia projects
↑4 “Our aim was to begin exploring new initiatives that could help address the challenges that Wikipedia is facing, especially as other sources and methods arise for people to acquire knowledge. If you haven’t yet, please have a look at the recent data and metrics which illustrate the downward trajectory our movement faces with readership decline (since 2013), editor decline (since 2007, which we stabilized for English Wikipedia in 2015), and our long standing struggle with conversion from reading to editing. These risks rank very high on my list of priorities, because they threaten the very core of our mission.”
↑5 #6 in the U.S., #7 worldwide
↑6 See this comment from WMF’s Dario Taraborelli, who argues: “[T]raffic per se is not the goal, the question should be about how to drive back human attention to the source”.
↑7 as James Heilman does in his own timeline of events
↑8 “It was my mistake to not initiate this ideation on-wiki. Quite honestly, I really wish I could start this discussion over in a more collaborative way, knowing what I know today.”
↑9 on Tretikov’s discussion page, no less
↑10 Full quote: “To make this very clear: no one in top positions has proposed or is proposing that WMF should get into the general “searching” or to try to “be google”. It’s an interesting hypothetical which has not been part of any serious strategy proposal, nor even discussed at the board level, nor proposed to the board by staff, nor a part of any grant, etc. It’s a total lie.”
↑11 “It seems to me extremely damaging that Lila has approached an external organisation for funding a new search engine (however you want to define it), without first having a strategic plan in place. Either the Board knew about this and didn’t see a problem, or they were incorrectly informed about the grant’s purpose. Either is very bad.”
↑12 Both of which quote yours truly, so take that into consideration.
↑13 This story has since been corrected, albeit on an insignificant, unrelated point.
↑14 Co-authored by Vice President of Product Wes Moran
↑15 Example: “Dozens of staff formally warned the Board and Leadership months ago that this would happen. Sadly, we were right. But it was entirely predictable, and preventable.”