Wikimedia Search Platform/Process

Overview
The team is working on two main products: Search and Wikidata Query Service (WDQS). Each of these products has a dedicated backlog board in Phabricator (Search, WDQS), and the team also has a Current Work board in Phabricator.

Communication

 * Mailing lists
 * https://lists.wikimedia.org/mailman/listinfo/discovery
 * The normal list for all discussions related to search features, team, process, etc.
 * https://lists.wikimedia.org/mailman/listinfo/wikidata
 * Discussions about Wikidata, community support, etc.
 * https://lists.wikimedia.org/mailman/listinfo/discovery-private
 * Only for team email that needs to be private, such as vacation/sick information
 * IRC
 * IRC norms:
 * Everyone on the team probably should have a bouncer (or IRCCloud, which has given us free accounts)
 * You should watch for (and get an alert when) someone mentions your nickname
 * But nobody is expected to read the scrollback from when they were away
 * IRC is great for transitory quick conversations and social chitchat
 * Anything substantive, especially related to decisions, should go on wiki or a mailing list
 * Anything substantive, especially related to decisions, should go on wiki or a mailing list

Current Workboard structure
Epics: These are the epics that are currently in progress, as related to other subtasks on the board that are in progress. This should represent a high level view of the main work the team is currently focused on.

Incoming (Default): When a ticket is tagged into this board, this is where it will land. Tickets here may or may not have sufficient information to be ready for estimation.

Ready for Development: Tickets here are ready to be picked up for development, in priority order from top to bottom.

In Progress: Tickets here are currently in active development.

Waiting: Tickets here are things that are waiting on internal, long-running tasks such as a reindex.

Blocked: Tickets here are blocked by another team or other factors.

Needs Review: Tickets here are awaiting code review or other review.

To Be Deployed: Tickets here are ready to be deployed.

Needs Reporting: Tasks in this column are complete. They will be closed once they’ve been reported on at Scrum of Scrums or other relevant reporting venues.

Creating New Tickets

 * Epics should be created when quarterly planning is complete for each high level objective, as appropriate. Lower level tickets should also be created at this time to the extent that we know what they are.
 * Guillaume and Carly will start a doc with proposed epics based on the quarterly goals for each quarter. The team will have the opportunity to comment and add lower level tickets as appropriate. After a short review period, those tasks will be added to the respective backlogs.
 * Carly and Guillaume to review all epics on a monthly basis; team to review them quarterly when we do planning for the next quarter’s OKRs.


 * Anyone can (and should!) create new tickets as they come up. Make sure to place them under their appropriate epic and tag them into either the WDQS or Discovery-Search backlog. However, work shouldn’t begin until the ticket has been triaged, prioritized and estimated (unless urgent - see below).


 * Every task should have information about the why as well as detailed acceptance criteria. Try to format tasks using the user story format, even for backend tasks - it really helps to clarify both the purpose and value of the task, which will help with prioritization.
 * User Story format: As a, I want to , so that I can .
 * Bugs, test failures, and code cleanup are not well suited for the user story format; feel free to not use it in those cases. But if you don’t include a user story, you must include a sentence or two about the impact of the task/bug.

Triaging & Prioritizing

 * Weekly triage group meetings
 * We currently triage both Search and WDQS tasks in a single meeting, with the whole team.
 * The goal of these triage group meetings is to reduce the load on any one person to triage, stay in sync about priorities, and better distribute new and urgent tasks.
 * Who is attending which triage meeting should be reviewed periodically and changed based on task focus and interest.


 * At the triage meetings:
 * The triage team should review all tickets that have been added to the backlog triage column since the last meeting and move them into the appropriate column in priority order (with highest priority tickets at the top).
 * The triage team should review the top 4 tickets in each column, and any that should be worked on in the next month should be moved to the “Incoming” column on the Current Work board.
 * Anything that comes up that’s urgent and can’t wait until the next triage meeting - feel free to just complete it if it will take you personally less than 4 hours. If it will take more, set up an urgent triage meeting or discuss over IRC/Slack with your triage group.
 * A task is likely urgent if:
 * It is a breaking bug.
 * It blocks another team’s work (not everything that's blocking another team is necessarily urgent, but blocking another team raises the urgency significantly. Use your judgement) - in a given week, all blocking tickets are either in progress or have had semi-recent communication from us.
 * It’s both pressing and important.
 * Not everything that’s pressing is important.
 * We will likely need to iterate on the definition of urgent.


 * Tasks are sorted by priority:
 * HIGH: We should work on this in the next few months, even if not right now.
 * MEDIUM: Everything else - we'll hopefully work on it this year or so.
 * LOW: We'd love to work on this, but realistically won't any time soon. May increase in priority in the future.
 * LOWEST: We probably won’t use this category much, unless a low group becomes too large, or we otherwise need to further sub-divide the low group.
 * FOR LATER: Tasks that shouldn’t be closed yet, but which we don’t expect to be high enough priority to work on for the foreseeable future. May be of higher importance to another team, and others are welcome to take ownership of them, reprioritize them, and work on them.

Estimating & Prioritizing
At Monday’s sprint planning meetings:


 * The team will review all tickets in the “Incoming” column and discuss whether the ticket has sufficient information to be worked on, whether the acceptance criteria is clear, and whether the task should be broken down into smaller chunks. Necessary information will be added if we have it. If not, someone will be assigned to investigate to get the necessary information (and the ticket will stay in the Incoming column until the next week).


 * The team will then estimate as a team those tickets in the Incoming column that have all necessary information:
 * The team will use the Fibonacci sequence to estimate (using Hatjitsu), and put the estimate under Estimated Story Points for the task.
 * Anything larger than a 21 should be considered a strong candidate to be broken up.
 * Ideally, tickets won’t make it to estimation that are larger than a 21 because they will have been broken down earlier in the process. If something does get estimated higher than a 21, that doesn’t mean we should lower the estimate - it means we should consider how to break down the task into smaller chunks.
 * Bugs are sometime hard to estimate. That's OK, our estimates can be wrong and we can refine them later (see below).
 * Once estimated, the ticket will be moved from the Incoming column to the Ready for Development column, in priority order (with highest priority tickets at the top).

Taking Work

 * Unless you have taken on something urgent (4 hours of work or less, or as agreed upon by your triage team), try not to take a new ticket until you have finished all other tickets in the In Progress column that are assigned to you and you've done what you can on others’ tickets that you are able to move forward.
 * This will help with context-switching and focus, as well as promote stop starting–start finishing behavior and reduce the load on code review.
 * Helping to move other people’s tickets forward before taking a new ticket helps the team work collaboratively and have common ownership of our work. It also helps prioritize work that is most important rather than what you normally do.
 * Before moving a ticket to the In Progress column, make sure to assign it to yourself. All tickets in the In Progress column should have an owner.
 * It’s okay to have open tickets in multiple columns assigned to you. You might have one in the In Progress column and one in Waiting, for example. The goal is not to have more than two tickets assigned to you in the In Progress column at any time. This will help limit the amount of work that the team takes on at once.
 * If more work is needed after review, or if something becomes unblocked, make sure to move that ticket back to the Ready for Development column where it will be reprioritized.


 * When you’ve finished your In Progress tickets, take the top priority ticket from the Ready for Development column that is in your skill set.
 * If you don’t have anything to pick up, talk to your manager and/or program manager. This is an indication that we may not be effectively prioritizing and balancing work.


 * Make sure to periodically update each ticket. Comments with updates should be made in each ticket whenever an action is taken, such as moving the ticket to a new column, or every 3 days at a minimum. Also make sure to move the ticket to the appropriate column when it needs review, is blocked, etc.


 * If a task is taking more time than initially estimated, you should update the estimate on the ticket. Carly will monitor updated estimates and evaluate whether we need to reconsider priority, etc.

Open Questions

 * When do we have time to review and update our OKRs in Betterworks?
 * Currently the team goes through these some Mondays and adding updates.
 * This could happen in 1:1s.
 * Related, when and how do we review the quarterly goals to make sure our continual prioritization remains in line with them?
 * 1x a month at Monday meetings?
 * Also related, what is the process for continually updating and refining our quarterly goals for the next several quarters?
 * We should have weekly/biweekly backlog refinement as a team?
 * Is there a way to do this asynchronously?


 * What do we do in weeks when we have a retro scheduled?
 * Currently these are scheduled during the Monday meeting time 1x per 6 weeks.


 * There are categories of interruptions/invisible work that we need to discuss in more detail. It is common to spend multiple hours per day doing code review for other teams. This does not seem like something we should prioritize weekly, but it is a significant chunk of work. How do we deal with this?
 * What about creating subtasks for our part of the work, putting them on our boards, and handling it through the same process?


 * We need to have a deeper discussion on async handover, code reviews, and signaling. For example, code reviews can spread over multiple days of back and forth. It isn't clear if we are optimizing for throughput, predictability, or delay.