-----Original Message-----
From: [EMAIL PROTECTED]
[mailto:[EMAIL PROTECTED] On Behalf Of Larry
Sanger
Sent: Saturday, December 09, 2006 3:32 PM
To: [EMAIL PROTECTED]
Subject: [Citizendium-editors] The CZ article approval process: request
forcomments
Importance: High


TO COMMENT, please go to:

http://forum.citizendium.org/index.php/topic,328.0.html

To settle upon an approval process, we have to determine two things: what
the technical procedure will be whereby an article is marked as "approved,"
and what people and process will actually result in so marking an article.

=====

I. The technical procedure of approval.

We may choose among at least three procedures for approving articles:


(1) (This option would require that we wait for several weeks or months.)
Code, or adapt, a mediawiki plugin that will display the latest approved
version, if available, or otherwise the latest unapproved version.


(2) Place an approval template

   http://pilot.citizendium.org/wiki/Template:Approved_Article

at the top of an article, which links to an uneditable version in the page
history.  In this case, if an approved version were available, users would
have to click through to it.


(3) "Protect" articles that have been approved, and move ongoing article
development to a subpage.  For example, the editor-approved version of the
"Citizendium" article would live at this URL:

   http://pilot.citizendium.org/index.php/Citizendium

while the currently-developed version of the article would live at this url:

   http://pilot.citizendium.org/index.php/Citizendium/dev

As a result, the most recently approved version of the article would be the
version displayed to users, while participants could still work on the
article in a "dev" (development) subpage.


Of these three procedures, it appears to me that (1) and (2) can each be
ruled out.  (1) is unacceptable because we have editors who are chomping at
the bit ready to start approving articles.  For several of our editors, this
is a high priority and it cannot wait for software work that might or might
not be coming.  (2) is also unacceptable because it contradicts I.3. of the
Statement of Fundamental Policies: "If an 'approved' or 'certified' version
of an article is available, that version will be presented to the public by
default; in that case, viewing unapproved versions will require further
mouseclicks for the public, and such versions will be clearly labelled as
unapproved, and users will be instructed not to rely upon them."

Perhaps I am not thinking of some other possibilities, but if we are limited
to (1)-(3), then we must go with (3).  That's my tentative conclusion,
subject as always to feedback from everyone.  This then brings us to the
next main issue, which is *how* articles will be approved.


=====


II. The approval process.

Our Statement of Fundamental Policies also says this: "Among the things that
editors will be empowered, singly or collectively, to do are...(2) to
approve high-quality articles.  Editors will not have the right, except
perhaps in very unusual cases, to 'lock' articles and thereby prevent the
collaborative process from continuing."  Note that option (3) above does not
prevent collaboration from continuing, because it can continue on the "dev"
(development) subpage.

There is virtually nothing about the approval process in the current version
of the "Policy Outline" document, although there are some useful details on
a new page, here:

   http://pilot.citizendium.org/wiki/Citizendium_Pilot:Approval_Process

It seems to me that there are only a few salient questions that inform the
shape of the process.  They include (but probably are not limited to):

(a) The approval of how many editors is required for a version of an article
to be approved?

(b) If more than one person must be involved, through what means do they
cooperate and come to a joint decision?  Vote, for example, or nomination
and seconding?

(c) What mechanism, if any, is used to determine if a person has editorial
license to approve a particular article?

(d) Should editors be able to approve articles on which they have worked
very much?

(e) Once it is decided, somehow, that an article is to be approved, what
happens after that in order to get the approved version marked as approved?

Here then is my proposal, and I hope as always that you will feel free to
comment at length and plug for something different.  As you know, I do
change my mind (sometimes with frightening frequency) and always try to keep
an open mind about nearly everything.

As to (a), I think that the approval of just one editor should suffice.
There are several reasons for this.  First, the added requirement of more
editors complicates the process not additively but multiplicatively.  I will
elaborate this point in more detail if necessary, but one thing I will make
explicit is that it is extremely important, if we are to remain competitive
and dynamic, that every aspect of our process remain efficient.

Second, the counter-argument is, obviously, that editors working alone can
be grossly mistaken, whereas the chance for error greatly decreases with the
addition of just one more expert.  I have two answers to this argument,
namely that the perfect is the enemy of the good, and that there will be
plenty of oversight.  As to oversight, an editor will not be able to approve
on which he or she as worked much; furthermore I propose that we ought not
to begin approving articles until there is some minimum number of editors in
a given workgroup.

As to (b), while only one editor is needed to approve an article, editors
might well want to *consult* with others.  Moreover, another editor may
revoke the approval of an article, or (pre-emptively) declare that he or she
will revoke the approval if it is approved.  BECAUSE OF THIS FACT (which I
shout out because it's so darn important, you know :-) ), while approval may
be done by individuals, the *effect* is that it will be done by groups.

In addition, I think that an article about topic T in workgroup W should be
approvable only if W has >n editors; we can debate about n, but I suggest
n=5, i.e., a half dozen or more editors are needed in a workgroup before any
article assigned to that workgroup can be approved.

As to (c), I have no special suggestions here.  We specify (as we have
already done in many places) that a person must be a specialist on the topic
of the article to be approved.  One *indicator* of this is that the article
is assigned to a workgroup in which a person is an editor.  But this doesn't
even rise to the level of a rule.  For all I know, for instance, Russell
Potter can be considered an expert on Arctic exploration, although he is
listed as a Literature Editor and not in History or Earth Sciences.  (He
did, after all, edit the Encyclopedia of the Arctic.)

Beyond this guideline (i.e., that only experts on topic T can approve
articles on T), which we will have to codify more carefully of course, I
think we will simply have to rely on oversight by everyone, editors and
authors alike, to report questionable cases to the relevant workgroup.  And
as to what workgroups do with questionable cases, well, we haven't faced
that problem yet so we haven't worked out the policy yet.  But, again, we
will have to codify a policy on that.

As to (d), the answer is No, for the simple reason that individuals are too
often poor judges of the merits of their own work.  In particular, they
often think it's better than it really is.

As to (e), I propose we begin the following process:

(i) On the article's talk page, an editor declares that the article is ready
to approve, and waits for a response.  At the same time, the editor places a
[[Category:Approval Discussion - W]] where W is the workgroup name.  E.g.,
[[Category:Approval Discussion - Philosophy]].  Note: if there has already
been substantial discussion and no one bothered to put this category tag on
an article, they may skip straight to (ii).

(ii) If no response, or if only a positive response, or if the negative
response is judged by the editor to be insufficient grounds to hold off
approving, then the editor removes the "Approval Discussion" tag, and
replaces it with another tag on the talk page: [[Category:Approve - W]]

(iii) A sysop then places an "approved" template at the top of the article,
protects it, and creates a working copy in a /dev namespace (example above).
Finally, the sysop removes the [[Category:Approve - W]] tag from the talk
page (thereby removing it from that queue).  Done!

To update an approved article, the procedure is the same, except that the
sysop doesn't touch the working copy in the /dev namespace.

=====

Note, the above concerns the approval *process*.  It doesn't touch the
question of approval *standards*.  Those standards are outlined here: 

   http://tinyurl.com/yevu93

NOTE that I have, earlier today, added a new standard: "Integrated. Articles
must be coherent, unified, and integrated. An integrated article is written
according to a single coherent and appropriate plan and in a single style.
An unintegrated article appears to have been written by different people or
at different times, or with different conceptions about the article's proper
structure and style. Typically, an unintegrated article repeats information
pointlessly and leaves out crucial information where an expert would expect
to find it."

Written with compliments to Nancy Sculerati.

AGAIN, please do not comment here on this list, but on the CZ Forums, here:

http://forum.citizendium.org/index.php/topic,328.0.html

--Larry


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