Growth/Personalized first day/Structured tasks/Add a link

This page describes the Growth team's work on the "add a link" structured task, which is a type of structured task that the Growth team will offer through the newcomer homepage. This page contains major assets, designs, open questions, and decisions. Most incremental updates on progress will be posted on the general Growth team updates page, with some large or detailed updates posted here.

'''You can see what we are building in these interactive prototypes. Note that because they are prototypes, not all buttons work''':


 * Mobile
 * Desktop

Current status

 * 2020-01-07: first evaluation of feasibility of link recommendation algorithm
 * 2020-02-24: evaluation of improved link recommendation algorithm
 * 2020-05-11: community discussion on structured tasks and link recommendations
 * 2020-05-29: initial wireframes
 * 2020-08-27: backend engineering begins
 * 2020-09-07: first round of user testing of mobile designs
 * 2020-09-08: call for community discussion on latest designs
 * 2020-10-19: second round of user testing of mobile designs
 * 2020-10-21: first round of user testing of desktop designs
 * 2020-10-29: frontend engineering begins
 * 2020-11-02: second round of user testing desktop designs
 * 2020-11-10: call for feedback on designs from Arabic, Vietnamese, and Czech communities
 * 2021-04-19: added sections on Terminology and Measurement
 * Next: finishing engineering and begin testing

Summary
Structured tasks are meant to break down editing tasks into step-by-step workflows that make sense for newcomers and make sense on mobile devices. The Growth team believes that introducing these new kinds of editing workflows will allow more new people to begin participating on Wikipedia, some of whom will learn to do more substantial edits and get involved with their communities. After discussing the idea of structured tasks with communities, we decided to build the first structured task: "add a link". This task will use an algorithm to point out words or phrases that may be good wikilinks, and newcomers can accept or reject the suggestions. With this project, we want to gain learnings on these questions:


 * Are structured tasks engaging to newcomers?
 * Do newcomers succeed with structured tasks on mobile?
 * Do they generate valuable edits?
 * Do they lead some newcomers to increase their involvement?

Why wikilinks?
The below is excerpted from the structured tasks page, explaining why we chose to build "add a link" as the first structured task. The Growth team currently (May 2020) wants to prioritize the "add a link" workflow over the other ones listed in the table above. Although other workflows, such as "copyedit", seem to be more valuable, there are a set of reasons we would want to start first with "add a link":


 * In the near term, the most important thing we would want to do first is to prove the concept that "structured tasks" can work. Therefore, we would want to build the simplest one, so that we can deploy to users and gain learnings, without having to invest too much in the first version. If the first version goes well, then we would have the confidence to invest in types of tasks that are more difficult to build.
 * "Add a link" seems to be the simplest for us to build because there already exists an algorithm built by the WMF Research team that seems to do a good job of suggesting wikilinks (see the Algorithm section).
 * Adding a wikilink doesn't usually require the newcomer to type anything of their own, which we think will make it particularly simple for us to design and build -- and for the newcomer to accomplish.
 * Adding a wikilink seems to be a low-risk edit. In other words, the content of an article can't be as compromised through adding links incorrectly as it could through adding references or images incorrectly.

Design
This section contains our current design thinking. To look into the full set of thinking around designs for the "add a link" structured task, , which contains background, user stories, and initial design concepts.

Our designs evolved through several rounds of user tests and iterations. As of December 2020, we have settled on the designs that we'll engineer for the first version of this feature. You can see them in these interactive prototypes. Note that because they are prototypes, not all buttons work:


 * Mobile
 * Desktop

Comparative review
When we design a feature, we look into similar features in other software platforms outside of the Wikimedia world. These are some highlights from comparative reviews done in preparation for Android’s suggested edits feature, which remain relevant for our project.


 * Task types – are divided into five main types: Creating, Rating, Translating,  Verifying content created by others (human or machine), and Fixing content created by others.
 * Visual design & layout – incentivizing features (stats, leaderboards, etc) and onboarding is often very visually rich, compared to pared back, simple forms to complete short edits. Gratifying animations often compensate for lack of actual reward.
 * Incentives – Most products offered intangible incentives grouped into: Awards and ranking (badges) for achieving set milestones, Personal pride and gratification (stats), or Unlocking features (access rights)
 * Users motivations – those with more altruistic motivations (e.g., help others learn) are more likely to be incentivized by intangible incentives than those with self-interested motivations (e.g., career/financial benefits)
 * Personalization/Customization – was used in some way on most apps reviewed. The most common customization was via surveys during account creation or before a task; and geolocalization used for system-based personalization.
 * Guidance – Almost all products reviewed had at least basic guidance prior to task completion, most commonly introductory ‘tours’. In-context help was also provided in the form of instructional copy, tooltips, step-by-step flows,  as well as offering feedback mechanisms (ask questions, submit feedback)

Initial wireframes
After organizing our thoughts and doing background research, the first visuals in the design process are "wireframes". These are simply meant to experiment and display some of the ideas we think could work well in a structured task workflow. For full context around these wireframes, see the.

Mobile mockups: August 2020
Translate this section

Our team discussed the wireframes from the previous section. We considered what would be best for the newcomers, taking into account the preferences expressed by community members, and thinking about engineering constraints. In August 2020, we took the next step of creating mockups, meant to show in more detail what the feature might look like. These mockups (or similar versions) will be used in team discussions, community discussions, and user tests. One of the most important things we thought about with these mockups is the concern we heard consistently from community members during the discussion: structured tasks may be a good way to introduce newcomers to editing, but we also want to make sure they can find and use the traditional editing interfaces if they are interested.

We have mockups for two different design concepts. We're not necessarily aiming to choose one design concept or the other. Rather, the two concepts are meant to demonstrate different approaches. Our final designs may contain the best elements from both concepts:


 * Concept A: the structured task edit takes place in the Visual Editor. The user can see the whole article, and switch out of "recommendation mode" into source or visual editor mode.  Less focused on adding the links, but easier access to the visual and source editors.
 * Concept B: the structured task edit takes place in its own new area. The user is shown only the paragraph of the article that needs their attention, and can go edit the article if they choose.  Fewer distractions from adding links, but more distant access to the visual and source editors.

Please note that the focus in this set of mockups is on the user flow and experience, not on the words and language. Our team will go through a process to determine the best way to write the words in the feature and to explain to the user whether a link should be added.



Static mockups

To view these design concepts, we recommend viewing the full set of slides below.



Interactive prototypes

You can also try out the "interactive prototypes" that we're using for live user tests. These prototypes, for Concept A and for Concept B, show what it might feel like to use "add a link" on mobile. They work on desktop browsers and Android devices, but not iPhones. Note that not everything is clickable -- only the parts of the design that are important for the workflow.

 Essential questions 

In discussing these designs, our team is hoping for input on a set of essential questions:


 * 1) Should the edit happen at the article (more context)?  Or in a dedicated experience for this type of edit (more focus, but bigger jump to go use the editor)?
 * 2) What if someone wants to edit the link target or text?  Should we prevent it or let them go to a standard editor?  Is this the opportunity to teach them about the visual editor?
 * 3) We know it’s essential for us to support newcomers discovering traditional editing tools. But when do we do that? Do we do it during the structured task experience with reminders that the user can go to the editor? Or periodically at completion milestones, like after they finish a certain number of structured tasks?
 * 4) Is "bot" the right term here? What are some other options? "Algorithm", "Computer", "Auto-", "Machine", etc.?"   What might better help convey that machine recommendations are fallible and the importance of human input?

Mobile user testing: September 2020
Background

During the week of September 7, 2020, we used usertesting.com to conduct 10 tests of the mobile interactive prototypes, 5 tests each of Concepts A and B, all in English. By comparing how users interact with the two different approaches at this early stage, we wanted to better understand whether one or the other is better at providing users with good understanding and ability to successfully complete structured tasks, and to set them up for other kinds of editing afterward. Specific questions we wanted to answer were:


 * Do users understand how they are improving an article by adding wikilinks?
 * Do users seem like they will want to cruise through a feed of link edits?
 * Do users understand that they're being given algorithmic suggestions?
 * Do users make better considerations on machine-suggested links when they have the full context of the article (like in Concept A)?
 * Do users complete tasks more confidently and quickly in a focused UI (like in Concept B)?
 * Do users feel like they can progress to other, non-structured tasks?

Key findings


 * The users generally were able to exhibit good judgment for adding links. They understood that AI is fallible and that they have to think critically about the suggestions.
 * While general understanding of what the task would be ("adding links") was low at first, they understood it well once they actually started doing the task. Understanding in Concept B was marginally lower.
 * Concept B was not better at providing focus. The isolation of excerpts in many cases was mistaken for the whole article. There were also many misunderstandings in Concept B about whether the user would be seeing more suggestions for the same term, for the same article, or for different articles.
 * Concept A better conveyed expectations on task length than Concept B. But the additional context of a whole article did not appear to be the primary factor of why.
 * As participants proceed through several tasks, they become more focused on the specific link text and destination, and less on the article context. This seemed like it could lead to users making weak decisions, and this is a design challenge. This was true for both Concepts A and B.
 * Almost every user intuitively knew they could exit from the suggestions and edit the article themselves by tapping the edit pencil.
 * All users liked the option to view their edits once they finished, either to verify or admire them.
 * “AI” was well understood as a concept and term. People knew the link suggestions came from AI, and generally preferred that term over other suggestions. This does not mean that the term will translate well to other languages.
 * Copy and onboarding needs to be succinct and accessible in multiple points. Reading our instructions is important, but users tended not to read closely. This is a design challenge.

Outcome


 * We want to build Concept A for mobile, but absorbing some of the best parts of Concept B's design. These are the reasons why:
 * User tests did not show advantages to Concept B.
 * Concept A gives more exposure to rest of editing experience.
 * Concept A will be more easily adapted to an “entry point in reading experience”: in addition to users being able to find tasks in a feed on their homepage, perhaps we could let them check to see if suggestions are available on articles as they read them.
 * Concept A was generally preferred by community members who commented on the designs, with the reason being that it seemed like it would help users understand how editing works in a broader sense.
 * We still need to design and test for desktop.

Ideas

The team had these ideas from watching the user tests:


 * Should we consider a “sandbox” version of the feature that lets users do a dry run through an article for which we know the “right” and “wrong” answers, and can then teach them along the way?
 * Where and when should we put the clear door toward other kinds of editing?  Should we have an explicit moment at the end of the flow that actively invites them copyedit or do another level task?
 * It’s hard to explain the rules of adding a link before they try the task, because they don't have context. How might we show them the task a little bit, before they read the rules?
 * Perhaps we could onboard the users in stages?  First they learn a few of the rules, then they do some links, then we teach them a few more pointers, then they do more links?
 * Should users have a cooling-off period after doing lots of suggestions really fast, where we wait for patrollers to catch up, so we can see if the user has been reverted?

Desktop mockups: October 2020
After designing, testing, and deciding on Concept A for mobile users, we moved on to thinking about desktop users. We again have the same question around Concepts A and B. The links below open interactive prototypes of each, which we are using for user testing.


 * Concept A: the structured task takes place at the article, in the editor, using some of the existing visual editor components. This gives users greater exposure to the editing context and may make it more likely that they explore other kinds of editing tasks.
 * Concept B: the structured task takes place on the newcomer homepage, essentially embedding the compact mobile experience into the page. Because the user doesn't have to leave the page, this may encourage them to complete more edits. They could also see their impact statistics increase as they edit.

We are user testing these designs during the week of October 23. See below for mockups showing the main interaction in each concept.

Outcome

The results of the desktop user tests led us to decide on Concept A for desktop for many of the same reasons we chose Concept A for mobile. The convenience and speed of Concept B did not outweigh the opportunity for Concept A to expose newcomers to more of the editing experience.

Terminology
"Add a link" is a feature in which human users interact with an algorithm. As such, it is important that user have a strong understanding that suggestions come from an algorithm and that they should be regarded with skepticism. In other words, we want the users to understand that their role is to evaluate the algorithm's suggestion and not to trust it to much. Terminology (i.e. the words we use to describe the algorithm) play an important role in building that understanding.

At first, we planned to use the terms "artificial intelligence" and "AI" to refer to the algorithm, but we eventually decided to use the term "machine". This may be a practice that gets adopted more broadly as multiple teams build more structured tasks that are backed by algorithms. Below is how we thought about this decision.

Background

As we build experiences that incorporate augmentation, we are thinking about the terminology to use when referring to suggestions that come from automated systems. If possible, we want to make a smart choice at the outset, to minimize changes and confusion later. For instance, we are looking at sentences in the feature like these:


 * "Suggested links are machine-generated, and can be incorrect."
 * "Links are recommended by machine, and you will decide whether to add them to the article."

Objectives

We want the terms we use to satisfy these objectives.


 * Transparency: users should understand where recommendations come from, and we should be being honest with them.
 * Human-in-the-loop: users should understand that their contributions improve recommendations in the future.
 * Usability: copy should help users complete the tasks, not confuse or burden them with too much information.
 * Consistency: we should use the same copy as much as possible to lower cognitive load.

Terms we considered Methods and findings


 * User testing: the Growth team tested "add a link" in English using the terms "artificial intelligence" and "AI". We found that users understood the term well and that English-speaking users understood that they should regard the output of AI with skepticism.
 * Experts: we spoke to WMF experts in the fields of artificial intelligence and machine learning. They explained that the link recommendation is not truly "AI", in the way that the term is used in the industry today.  They explained that by using that term, we may be over-inflating our work and giving users a false sense of the intelligence of the algorithm.  Experts preferred the term "machine", as it would accurately describe the link recommendation algorithm as well as be broad enough to describe almost any other kind of algorithm we might use for structured tasks.
 * Multi-lingual community members: we spoke to about seven multilingual colleagues and ambassadors about the terms that would make the most sense in their languages. Not all languages have a short acronym for "AI"; many have long translations.  The consensus was that "machine" made good sense in most languages and would be easy to translate.

Result

We are going to use the term "machine" to refer to the link recommendation algorithm, e.g. "Suggested links are machine-generated". See screenshots below to see one of the places where the terminology changed based on this decision.

Hypotheses
The “add a link” workflow structures the process of adding wikilinks to a Wikipedia article, and assists the user with artificial intelligence to point out the clearest opportunities for adding links. Our hypothesis with the “add a link” workflow is that such a structured editing experience will lower the barrier to entry and thereby engage more newcomers, and more kinds of newcomers than an unstructured experience. We further hypothesize that newcomers with the workflow will complete more edits in their first session, and be more likely to return to complete more.

Below are the specific hypotheses we seek to validate. These govern the specifics around which data we'll collect and how we'll analyze it.


 * 1) The "add a link" structured task increases our core metrics of activation, retention, and productivity.
 * 2) “Add a link” edits are more likely to be successful than unstructured suggested edits, meaning that a user completes the task and saves the edit. They are also more likely to be constructive, meaning that the edit was not reverted, than unstructured suggested edits.
 * 3) Users seem to understand this task more than unstructured tasks.
 * 4) Users who start with "add a link" will move on to other kinds of tasks, instead of staying siloed (the latter being a primary community concern).
 * 5) The perceived quality of the link recommendation algorithm will be high, both from the users who make "add a link" edits and the communities who review those edits.
 * 6) Users who get “add a link” and who primarily use/edit wikis on mobile see a larger increase in the effects on retention and productivity relative to desktop users.

Experiment
A randomly selected half of users who get the Growth features will get "add a link" tasks, and the other randomly selected half will get unstructured link tasks. We prefer to give users maximum exposure to these tasks and will therefore not give these users any copyedit tasks by default. In other words, for the purposes of this experiment, we’ll change the default difficulty filters from “links” and “copyedit” to just “links”. For wikis that don’t have unstructured link tasks, all those users get “add a link” and in that case we’ll exclude that wiki from the experiment.

We plan to continue to have a Control group that does not get access to the Growth features, which is a randomly selected 20% of new registrations.


 * Group A: users get “add a link” as their only default task type.
 * Group B: users get unstructured link task as their only default task type.
 * Group C: control (no Growth features)

The experiment will run for a limited time, most likely between four to eight weeks. In practice the experiment will start with our four pilot wikis. After two weeks, we will analyze the leading indicators below to decide whether to extend the experiment to the rest of the Growth wikis.

Leading Indicators and Plan of Action
We are at this point fairly certain that Growth features are not detrimental to the wiki communities. That being said, we also want to be careful when experimenting with new features. Therefore, we define a set of leading indicators that we will keep track of during the early stages of the experiment. Each leading indicator comes with a plan of action in case the defined threshold is reached, so that the team knows what to do.

Link recommendation algorithm
See this page for an explanation of the link recommendation algorithm and for statistics around its accuracy. In short, we believe that users will experience an accuracy around 75%, meaning that 75% of the suggestions they get should be added. It is possible to tune this number, but the higher the accuracy is, the fewer candidate link we will be able to recommend. After the feature is deployed, we can look at revert rates to get a sense of how to tune that parameter.

Link recommendation service backend
To follow along with engineering progress on the backend "add link" service, please see this page on Wikitech.