Flow/Draft

Flow is a project of the Core features team at the Wikimedia Foundation to build a modern discussion and collaboration system for all Wikimedia projects. Flow will eventually replace the current Wikipedia talk page system and will provide features that are present on most modern websites, but which are not possible to implement in wikitext. For example, Flow will enable automatic signing of posts, automatic threading, and per-thread notifications.

The main themes for the Flow project are:
 * more accessible for new users
 * more efficient for experienced users
 * meaningful conversations that support collaboration

Current implementation -- where is it?

Rationale
New users on English Wikipedia have become less and less likely to participate in onwiki discussions, in spite of a growing and mostly automated body of messages directed at them. Simultaneously, we know that freeform wikitext talk pages present a significant barrier to new users  and even some experienced users.

In addition, experienced users often employ a suite of workarounds to help them manage and keep track of the many ongoing conversations that they're involved in. Watchlists and diffs are page-level tools, making it hard to distinguish between the conversations that users are interested in and the ones that they're not. Active users can waste a lot of time checking diffs on a talk page where the most active conversation is not the one they're interested in.

We believe user expectations for a modern discussion system are increasingly diverging from the reality of talk pages today, and that all of our users deserve discussion and collaboration software that meets their needs.

Users expect a modern and intuitive discussion interface. Talk pages—as a discussion technology—are antiquated and are not intuitive.

Users are surprised by the cultural norms of the community. Many things about the culture that has grown up around talk pages (such as "talkback" templates or being able to edit other people's comments) are confusing. That is not to say those conventions are wrong, merely not what those users are prepared for.

We believe that a modern user-to-user discussion system will improve the projects. Better methods for collaboration will improve collaboration, which will improve all of the projects.

Roadmap

 * FORMAT INSPIRATION: VisualEditor/Roadmap

Flow will be released incrementally, as a limited opt-in beta. We want this product to change and grow over time, based on the feedback of the people who use it.

Building a new discussion system for Wikipedia is not something anyone can do overnight, and there isn't a one-size-fits all solution – different Wikimedia projects and different types of users (e.g., vandalfighters, featured content creators, help desk volunteers) have very different needs.


 * quick survey of simple to complex
 * break down use cases onto roadmap
 * start with simple, build to complex

Current focus use cases

 * Article talk
 * Are we sure?
 * So fix it


 * User talk
 * Good faith edit
 * Making a connection

What we've built (up to July 2014)

 * ✅ Basic conversation structure -- topics, posts
 * ✅ Reply fields
 * ✅ Flow board
 * ✅ Sorting
 * ✅ Moderation tools

Summer 2014

 * Subscriptions to individual topics
 * Notifications for individual topics
 * Log item improvements
 * Mobile UI

Fall 2014

 * Table of contents
 * Searching
 * Ping feature
 * More work on moderation and history
 * Integration with bots, templates, newsletters

Winter/Spring 2015
Approaching complex problems
 * Checklist/scratchpad, collaboration and conversation mixed together
 * Template & Category-driven workflows like block and notify
 * RfC-style structured conversations

How can I help?
The Flow team is dedicated to the guiding principles of serving every human being with the ability to contribute to the Wikimedia movement, and sharing power with the volunteer community when creating new software. If you're a community member who wants to help, you're a part of our team.

We believe that:


 * 1) user-to-user discussion is absolutely vital to maintaining and growing content in all Wikimedia projects.
 * 2) freeform wiki talk pages are a barrier to participation for new users and provide a bad user experience for many existing users.
 * 3) the contributors to Wikimedia projects deserve better discussion software, and the Wikimedia Foundation staff and community need to work together to create it.

If you agree, you have the power to shape the development of Flow and ensure that we make it the best possible discussion system for you and every other Wikipedia user, present and future. See our community engagement strategy to learn more.

Newsletter sign-up
Add your name to w:WP:Flow/Newsletter to receive occasional updates on details, and specific requests for feedback.

Contact and links

 * Flow development team roles and responsibilities
 * Core features team IRC channel:
 * Flow current engineering work in Trello,
 * Flow features in development in Trello
 * Bugzilla: open bugs, all bugs, submit new bug
 * Retrospectives

FAQ
This page hopes to answer the frequently asked questions about the Flow project – the team, scope, release plans, features, and design.

Nomenclature

 * Flow team - WMF staff working on the Flow project (including developers, designers, analysts, and product managers)
 * Core Features team - WMF development team that builds and maintains features like PageCuration, Echo notifications, and Flow. This team will primarily be focused on Flow this fiscal year (July 2013-July 2014)
 * Extension:Flow, aka "Flow" - the software product, which has two components: a discussion system and a workflow engine. The Flow team will be working primarily on the former this fiscal year (July 2013-July 2014).
 * w:WP:Flow or Flow Portal - the Flow Portals, or homepages.

Development principles
With any complex software project, it's almost impossible for the designers, developers and product people to know everything. This is a particular problem in an environment like that of the Wikimedia projects - due to the sandbox-like nature of the place, there are tens of thousands of different workflows, different user needs, and different problems. Even if we could accurately identify all of them, we can't necessarily tell if our solution is the right one until we put it in front of users.

Accordingly, we're keeping two things in mind while we're developing the Flow software. First: we are partners with the community on this. Editors are welcome and encouraged to participate in the development process, pointing out things we've missed, identifying and describing new workflows, and helping keep us honest - when something hits this level of complexity, it's impossible to make things work without as many people helping as possible. Before and after we build things, we'll open a conversation about the feature. Second: a lot of the work we're going to do, at least initially, is experimental: we don't know if it's the right implementation of a feature. If it's not, we'll be happy to roll it back.

Components of the discussion system
Here's a brief list of the main feature areas for a discussion system, a description of what the plan is for each one, notes about the status, and links to any ongoing discussions. It'll be regularly updated to factor in new discussions, and to note the permanency of the feature.

Who is working on Flow?
The Flow team and their roles can be found at Flow/Team.

Is this replacing talkpages?
Yes, but not for a long time. Talkpages are incredibly complex, with the number of processes they have to support (discussion closing, unblocking, requested moves) and the number of things a user can do on them – there's some research into this at Flow Portal/Use cases.

The first release (live on English Wikipedia since February 2014) is a trial of Flow on just a few talkpage where community members have volunteered to test the software. Post MVP, we will roll out gradually to more pages and namespaces on a limited opt-in basis. At some point in the future, once the software is stable and a significant portion of active Wikimedians have had a chance to trial it and offer their feedback, we may mandate Flow on all discussion pages, but we have 1-2 years' worth of work ahead of us before that happens.

What pages will be Flow-enabled initially?
In the first release, we've enabled Flow on a few WikiProject talkpages. Throughout the rest of 2014, on English Wikipedia, we plan to enable Flow on more WikiProject talkpages, offer Flow as an opt-in Beta feature on user talk, and enable Flow on a small sample of article talk pages – all of these deployments will occur on an opt-in basis, with consensus from community members who use those discussion spaces.

Can I opt out?
During the early release period throughout 2014, Flow will be opt-in for existing users – you won't be forced to have it on your talkpage if you don't want it. If you convert to using Flow during the trial period (in a WikiProject discussion space, on your user talk page, etc.), we'll be able to convert the content back into a normal talkpage if needed. In terms of viewing, you won't be able to opt out of seeing Flow. If other users have converted their talkpages to Flow pages, or reached consensus that a Wikipedia or article talkpage should be converted, there's not going to be a way to avoid using Flow if you want to contribute to that page.

At some point in the future (no sooner than 2015), after a great deal of community testing and feedback, we may graduate the opt-in user talk trial to the default experience, enable Flow on new talkpages, begin converting existing talkpages to Flow, etc. If you're concerned about how Flow will look and behave, your best bet is to trial the software early, so you can give us feedback on what needs changing well before we begin discussion on whether or not it should become the default on all discussion pages.

What will happen to current talkpage discussions?
The current plan is to archive the talkpage and link to the archives from the talkpage header. Each Board has a header area, for permanent things like project banner templates and archive links to go in. See this copied article talkpage, or mw:Talk:Sandbox.

Ultimately, we plan to have a search feature for Flow that allows users to go through the pre-Flow archives and find content from there, too, but this is not part of the first release.

What about IP/anonymous editors?
Anonymous users will be able to use Flow-enabled talkpages as any other user. When Flow is more widely enabled, they'll have Flow-enabled talkpages (again, like any other user).

Why don't we use a pre-built system, like PHPBB or Discourse?
The simple answer is that "they won't cut it". The complex answer is that pre-built systems are designed around singular use cases, and Wikimedia projects do not have "singular" use cases. On the English Wikipedia alone, the following are discussions that take totally different forms: The list goes on and on. A singular package will not and cannot cover these cases. So we have to build our own.
 * User talk
 * Article talk
 * Requests for Comment
 * Request for Adminship
 * Deletion discussions
 * Merge discussions
 * Village pump discussions
 * AN/I
 * Arbcom cases

Why not use LiquidThreads?
LiquidThreads (LQT) was an early attempt at creating a structured discussion system. It has both strengths and weaknesses. After exploration and discussion, LQT was abandoned as a solution going forward for several reasons: incredibly poor performance, due to the way individual comments or posts are stored, parsed, rendered, cached, and assembled; no support for globally unique identifiers; and lack of flexibility with regards to workflows and collaboration techniques beyond simple discussion.

How will Flow handle spam and vandalism?
In the first release, each topic and individual post will come with a set of moderation features. These are:
 * 1) Hide (equivalent to reversion/rollback);
 * 2) Delete (equivalent to revision-deletion), and
 * 3) Suppress (equivalent to oversight or suppression)

Handling spam and vandalism in Flow should actually be easier than dealing with it on existing talkpages. Because Flow topics and comments exist as discrete elements, a specific post can be removed with a single set of actions: there's no need to go through the page history removing intervening comments, for example. In terms of spam, Flow is integrated with the AbuseFilter and the global and local Spam Blacklist.

Will Flow support wikitext or VisualEditor?
Both. Flow is linked into Parsoid, which is the software that VisualEditor uses to read and write wikimarkup. Hooked into that is a wikitext editor and, in later releases, VisualEditor. Users will be able to pick which they want to use.

Will Flow support all the templates and other markup we need in discussions?
Yes. Whatever markup Parsoid supports, Flow can support. There may be restrictions on certain magic words or complex templates that affect performance, but, generally speaking, anything users commonly need to use (mathematical symbols, references, templates) can be added to a Flow post. You can see and test templates and other markup in the prototype, eg this thread has some examples. Note that we've only imported a few hundred test templates – more can be requested at w:Wikipedia:Flow/Top templates.

What happens to my custom signature?
Flow will not directly support custom signatures, for a couple of reasons. The first is that they're disruptive from a UI point of view. Custom signatures are great for letting people know who said what; they allow for a specific user to be easily, visually distinguishable in discussions. The problem is that the way this comes about is by allowing refactoring of where links live, how they're displayed, and so on. As a result, there's a complete lack of consistency, which hurts the ability of users to navigate easily. One user might have their talkpage link in one place – another in a different place, and with a signature that doesn't actually reveal their username. The second is technical; allowing people to add raw HTML formatting into Flow boards could cause serious issues and errors in how the page is displayed.

Having said that, we appreciate the advantages of custom signatures; it allows for some distinguishing elements, it allows for forms of identification that extend beyond username. We're going to be working a "preferred name" field into the interface to allow for the latter; while it won't be as malleable as the status quo, it will allow for some originality. Your own posts will be visually highlighted to be more easily findable.

Will we be able to edit other people's posts?
In the first release, no. Only administrators can modify the posts of others (anyone can edit topic titles, however). As with all design decisions at the early stage of this project, this is open to being revisited if it negatively impacts users.

Users being allowed to edit the posts of others is atypical and unexpected: nearly every discussion medium on the modern Internet does not allow this, because it breaks the expectation that the comment you are replying to is genuine, and that your comment will not itself be tweaked or corrupted by others. The need to meet this expectation should be balanced with the fact that the community has developed various workflows in discussions and in the talk namespaces that are dependent on that kind of editing and interleaving. See the list of situations where users need to be able to edit comments

How will you support all of the processes Wikipedia uses?
It's a complex problem, which is why we're starting with the most basic process – unstructured user-to-user discussion – first. Before we proceed to enable Flow in different namespaces, we will identify the critical workflows that need to be supported with software and build lightweight support for those processes: for example, a simple block/unblock workflow on new user talk pages. In the first 1-2 years of this project, we do not expect to cover 100% of the workflows across all our projects. Because each Wikipedia (and other Wikimedia sites) has developed its own workflows, based on the local social conventions, templates, categories, and bots, there is no easy way to discover all of these processes or build something based on feedback from one Wikimedia community and abstract it to other projects.

Longer term, once we've completed the discussion side of Flow, we may build a workflow engine – a structured language that editors can use to describe a workflow and incorporate it into Flow, for a specific action or a specific page.

Why is the design using a fixed-width? What about my widescreen monitor?
This gets into what is called a measure. The human eye is able to best read large volumes of text when the lines are capped at a certain length. This reduces eye fatigue. Fixed-width is useful for the following reasons:
 * 1) It makes it easy for the eye to jump to the next line.
 * 2) It provides resting spots for eye away from big blocks of text.
 * 3) Usability tests demonstrate that this reduces stress level.
 * 4) Best practice is 13 words per line, 50% of total screen width.

We'll keep iterating to make sure Flow falls into the optimal readability range for different size screens.

Why is there so much whitespace/padding?
Whitespace is used for your eyes' resting spots. It helps you focus on content and increases content comprehension by 20%, which is important in discussing complicated issues. It decreases user unsatisfaction, which could result in an unhealthy discussion and harassment. We know what kind of harm to productive conversations misunderstandings and misinterpretation can do.

In addition to the above, white space helps structure a wall-sized amount of text, communicates the relationship between content, and improves scannability and readability. "The eye cannot focus on excessively close lines and … the reader expends energy in the wrong place and tires more easily. The same also holds true for lines that are too widely spaced ... Where reading is smooth and easy, the meaning content of the words is grasped more clearly[.]" The optimal text leading is x1.5 of the text size. Text size we will be using is 16pt at 25pt leading

See also:


 * Whitespace myth
 * Best practices analysis

Why is there limited indenting/threading of comments?
Mobile readership is growing dramatically (currently, representing almost 1/4th of total pageviews to Wikipedia), so we need to build for a future where we have users who are purely mobile-only. Multiple indentations will have problems displaying on a small screen.

There are also many general usability arguments out there for why discussion systems that use indentation (also called nesting, branching, or threading) to indicate the relationship between comments are problematic. As Joel Spolsky writes: "Branching is very logical to a programmer's mind but it doesn't correspond to the way conversations take place in the real world. Branched discussions are disjointed to follow and distracting. (...) Branching makes discussions get off track, and reading a thread that is branched is discombobulating and unnatural. Better to force people to start a new topic if they want to get off topic."

We want to structure conversations in a way that makes sense and fosters a healthy discussion. The framework we're proposing places more emphasis on discussing the topic and less on tangents. (Users can still engage in tangents with one another, but the primary action that is emphasized is responding to the topic.) To complement this system, we are planning to add the ability to easily split tangents off into new topics, since it's likely that long tangents are, in fact, different discussions altogether. What we want to de-emphasize (without entirely disabling) are long back-and-forth tangents between two users that have no relation to the main topic. This is usually the hallmark of an unhealthy conversation or just one that needs to be moved off to a new discussion.

Why are we using big colored buttons?
The buttons in Flow are part of Agora, a new standardized UI library for Wikimedia projects. We use colored buttons to emphasize what to click next in order to complete a particular workflow. The blue-colored button signifies a progressive action that requires more steps ahead, while a green-colored button signifies the final progressive action. Links are used in areas where the action is not necessarily encouraged or discouraged (e.g., replying to any specific post).

Are you working on a design without JavaScript, for users with accessibility or browser concerns?
Yes, we aim to make most of the core Flow functionality work without JavaScript, on older browsers, etc. The software will work, but it will not work optimally. Also, given the nature of the way Flow is designed to behave, disabling Javascript "for performance reasons" may actually create poorer performance than with Javascript. For example, Flow will make use of a technology called lazy loading that will reduce immediate request overhead for browsers that have Javascript enabled. This will have the effect of causing the pages to appear to load faster than the non-JavaScript version, which will require all elements to load before achieving full functionality. Replying to a post with Javascript enabled will be done in-line and quickly, in the background, while replying without Javascript will require loading a new page, submitting the reply, and then reloading the discussion.

Where did the Table of Contents go?
Since Flow Boards are, for lack of a better word, "infinite", we're exploring different ways for users to navigate the discussions on a board. The trio of icons at the top of a Flow board collapse and shrink the topics currently loaded down to "topic bars", and you can click a topic bar to collapse/expand it. We're also working on a floating topic navigation element that changes as you scroll to show earlier/later topics.

Why is there gray text?
Pure black text is harsher for the eye to read on a white background, due to strong color contrast. Text will start to flicker, users will experience eye fatigue and strain, and they will be tempted to stop reading. If my eyes gives me a limited amount of time to read and try to understand a discussion thread, especially a complicated one, I'm more likely to get frustrated and give up. That's not a good user experience. The benchmark of text color on white backgrounds to avoid these issues is #333.

Why does it look like Facebook/Twitter/StackExchange, etc.?
The Wikipedia community has very different values from many of the other popular discussion websites. But the important thing to remember is that those sites have done lots of elaborate user research and A/B testing to find what works best for facilitating discussions, reducing flame-wars, and creating inviting and easy-to-use interactions. We don't want to reinvent the wheel when it comes to the basics of online discussion, and we don't want to create something that breaks most Internet users' expectations of what a discussion system looks and behaves like. Flow should be intuitive enough for anyone to use without having to read a manual, and that means following the best practices of discussion interface design.

However, we are aware that the discussion system on Wikipedia is more than just a tool for communication, but also a medium for collaboration and consensus-based decision-making. We are going to keep iterating and responding to your feedback on how to better serve those usages.

In addition to the sites you may be familiar with, here are some other sites we look to for inspiration/guidance that have structured discussion systems:


 * YouTube
 * Flickr
 * PhpBB
 * Simple Machines Forum
 * 1) Gawker
 * 2) Discourse
 * 3) Gizmodo
 * 4) StackOverflow
 * 5) Medium
 * 6) Quora
 * Tumblr
 * 1) The Verge
 * 2) Reddit
 * Livejournal

If there are patterns from these sites that you think might be interesting to explore on Wikipedia – or if there are patterns you feel do not belong in a Wikipedia discussion! – please let us know.

Why are we using this Topic and Post order?
The default order in the first release is: new topics appear at the top of the page, and new posts within those topics appear at the bottom, below older posts. In subsequent releases, we will be adding features that will allow users to show content in different ways (e.g. ordering topics by recent activity, or filtering to only show topics with posts by some user).

Infinite scroll, and the elimination of the need to archive - this aspect necessitates top-posting.
 * Topic order:

More intuitive for newcomers and more efficient for seeing new content. New topics appearing at the top follows standard set by many forums, social media, and email.

Replies to topics appearing oldest to newest (top to bottom) make sense as a way of encouraging users to read through the existing conversation before jumping in to comment.
 * Post order:

Where can I find more details?
Some more notes, design iterations, and ideas, can be found at Flow Portal/Design.