Capacity Exchange/User Guide

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Welcome to the Capacity Exchange User Guide. Here, you'll find detailed instructions on how to log in, manage your profile, and make the most of your experience on the platform.

Access https://capx.toolforge.org.

Contents of the User Guide

How to Log in

How to edit the user profile

How to edit the Organization profile

How to navigate the Capacity Directory

How to use the Explore feed

How to save profiles

How to report bugs

How to send messages

How to translate the tool

How to Log In

Visual guide on Gif format

To log in to the Capacity Exchange platform, you must have a Wikimedia User Account. You will be asked to access the tool through the Unified Login.

On the landing page of capx.toolforge.org, click on Join for the Exchange! or click on Login in the menu located at the top right of the page.

You will see a pop-up window informing that you will be redirected to the unified login on Meta-Wiki through the OAuth extension. Click on the Continue button.

If you are already logged in, the extension will ask your permission to interact with pages and send emails through your Wikimedia account. If not, you will be asked to log in with your Wikimedia account.

You can review the Privacy Policy by clicking on the blue link on the left side of the window. Click on Allow to continue the login process. Please note that your login data will not be stored in CapX's database.

If you don’t have a Wikimedia account, you can create one by clicking on the button Create account at the end of CapX landing page.

You will then return to CapX at capx.toolforge.org/home. Navigate the tool through the menu located at the top right of the page.

How to edit the user profile

Once logged in, click on My profiles at the top right of the page, then on User profile. You can also access it at capx.toolforge.org/profile.

Edit, save, and delete profile

Click on Edit user profile to start editing it. You can also access capx.toolforge.org/profile/edit.

Always click on Save profile to save the changes you made to it, either at the top of the user profile editing page or at the bottom of it. You can also click on Cancel edit to discard all changes.

To delete your profile, click on the red button Delete profile at the top of the editing page. You might confirm your choice on a pop-up window before the profile is deleted from CapX's database. Following the GDPR principles, once you delete your profile, all data is erased and, therefore, cannot be recovered.

The tool should be user-friendly and intuitive to navigate. So all you have to do to add information to your profile is follow the steps in the tooltip for each section and click Save profile when you're done. Your profile will instantly display the updated information.

You can click on the link below to see more information about each section of the CapX user profile.

Details on CapX user profile
Profile image First, you can choose an avatar to be displayed on your user profile. Click on Choose an avatar and pick an option by clicking on it – the selected one will have a red frame around it. Click on Update to save your choice and go back, or just close the tab. You can share a personal picture on your profile, in case you have one linked to your username on Wikidata. If you check the box Display my Wikidata item photograph on profile, the tool will automatically search on Wikidata for a QID related to the username you used to log in and will show the related image, if existent. You can also leave your Profile image blank if you prefer. Badges Then, you can pick the badges you want to display on your user profile. Click on Edit your badges to access the selection tab. On the selection tab, you will be invited to Choose which badges to display in your profile – click once to select a badge and again to unselect it. The selected ones will have a green frame around them. Then, click on Update to save your preferences, or Close tab to leave it as it was. Once you go back to the profile, you must see the selected badges displayed on it. Click on See all badges to go capx.toolforge.org/profile/badges, a page where you can see more information about each badge and see those you haven't earned yet. Click on Back to user profile to return. Mini bio On the Mini bio, you are invited to share essential information about your cultural background and your work as a Wikimedian. For an effective mini bio, you can highlight your current activity or interests across the Wikimedia Movement and mention experiences relevant to what you want to share or learn. You are welcome to share everything you find relevant for your peers to know more about you. It's up to you to choose how much you want to share about your personal and Wikimedian life – as long as you keep it up to 500 characters. It is important to note that this is where there may be potentially sensitive information, together with the displaying of your Wikidata item. Therefore, be careful about what you write and how much you want to share before saving it into the CapX's database. The capacities The capacities are the core feature of this tool. To ensure that you have a positive experience, it is crucial to select them carefully. Before picking the Known, Available and Wanted capacities you want to display on your profile, we recommend you navigate the Capacity Directory to understand them better. See How to navigate the Capacity Directory section below, or access the Directory at capx.toolforge.org/capacity. Difference between capacities Known, Available and Wanted capacities are chosen from the same Capacity Directory. They can be broad ones, like Communication, or more specific ones, like press release. Known capacities are those you already have. They can be skills, knowledge, or competencies. This selection can give your peers a summary of your talents. Available capacities are those you are willing to share with your peers. They must be listed on your Known capacities because you can only share and teach something you already know about. The tool will use this selection to show your profile to those who are looking for exactly what you are willing to share. Wanted capacities are those you want to learn. The tool will use this selection to show you profiles that match your needs. The Capacity Exchange encourages the sharing of capacities on a voluntary basis, but this must be decided through personal contact between the parties. Expectations, timescale, and dedication should be agreed upon parallel to the tool. Selecting capacities To select the Known, Available and Wanted capacities to be displayed, you may click on Add capacities to open a pop-up window. To select the broad capacities, just click once on each of the colored boxes – the selected one will have a green frame around it. To read the capacity description, click on the information icon () to open it – click again to hide it. If you click on the link icon () at the end of the capacity's name, it will redirect you to the Explore feed and show you all CapX's profiles related to that specific capacity. By clicking on the small arrow icon (), on the right side of the capacity's name, you access the more specific capacities contained by that broader one. To select one, just click once on the box – it will show a green frame around it. To access its description, click on the information icon () right next to its name. To go back, click on the Root capacities at the top of the window, under its title. There is also a possibility of having a third layer of capacities. You can access it also by clicking on the arrow icon (), as you did to access the previous layer. Saving capacities To confirm your choice, click on Select capacity. Unfortunately, you can only choose one capacity at a time. We are working to improve this feature soon. Once you confirm the selection, the tool will return to the user editing page. You might see the capacity added to your profile, under Known, Available or Wanted capacities. To delete it, click on the delete icon () on the right side of the capacity. You can only add to your Available capacities those you also listed at Known capacities. If you add one that is not on that list, you will have trouble saving your profile's changes later. Remember that your selection will be saved once you save your profile. To do that, click on the purple button at the top or the bottom of the editing page. We recommend you do it a few times when you are selecting your capacities to make sure you do not lose your efforts. Languages You can choose to display on your profile the languages in which you feel comfortable connecting with peers. Click on Add language to open the drop-down menu and search for the desired language. If you are accessing the tool on a desktop, click on the box and type the first few letters of the desired language to make it easier to search. Once you select a language, it will be added to your profile at the bottom of your list of languages. The default proficiency for any language is Advanced, so be sure to change it to match your proficiency level. You can do it on a drop-down menu that will be opened once you click on the arrow icon () to the right of the proficiency level. You can level your language proficiency as Not proficient, Basic, Intermediate, Advanced, Almost native, Professional proficiency, or Native. To delete a language from the list, click on the delete icon () on the right side of its proficiency level. You should find all languages in the drop-down menu, but if you believe a particular one is missing, let CapX's team know so they can add it to the database. Alternative Wikimedia account If you want to display your other Wikimedia username, you can type it in the box. Be careful not to make any typos. Not everyone has a second username. But this is common for staff members who keep their voluntary contributions separate from their institutionalized ones. It's up to you to share it or not. Affiliation You can choose to display your affiliation to Wikimedia user groups, initiatives, chapters, or projects. Click on Insert item to open the drop-down menu and search for the desired organization. Once you click on a name, it will be added to your profile at the bottom of your list of affiliations. You can add as many organizations as you want to be displayed on your profile. To delete an organization from your list, click on the delete icon () on the right side of it. We highly advise against including organizations with which you are not affiliated, as this may result in confusion among your peers. If you don't find your organization in the drop-down menu, let CapX's team know so they can add it to the database. Territory You can choose to display your geographic location by region or country on your profile. You can choose as many countries and regions as you need in order to show your peers your connections and roots. Click on Insert item to open the drop-down menu and search for the desired region or country. Once you click on a name, it will be added to your profile at the bottom of your list of territories. These territories will be used in the Explore feature to filter people from a specific region or country, in case your peers want to find people near them or in a specific region of the world. To delete a territory from your list, click on the delete icon () on the right side of it. We recommend that you display a region instead of a country if you are not comfortable disclosing your location. This way, you can show your peers where you are and still connect with those closest to you without overexposing your location. For regions, we based them on the eight 2022 Wikimedia Foundation divisions, as they are recognized within the Wikimedia Movement. They are: Sub-Saharan Africa; South Asia; Central & Eastern Europe & Central Asia; Latin America & Caribbean; Middle East & North Africa; East, Southeast Asia, & Pacific; Northern & Western Europe; North America. Wikidata Item You can display your Wikidata item on your profile. If you check the box Display my Wikidata item on profile, the tool will automatically search on Wikidata for a QID related to the username you used to log in to CapX, and will show it on your profile (if found). To have an item on Wikidata, one has to meet Wikidata's notability policy. CapX just automatically searches for a correspondence in Wikidata's database. Wikimedia projects You can display the Wikimedia Projects you have interest in on your profile. Click on Add projects button to open the drop-down menu and search for the desired Wikimedia Project. Once you click on a name, it will be added to your profile at the bottom of your list of Wikimedia projects. To delete a Wikimedia project from your list, click on the delete icon () on the right side of it. Let's Connect Under construction

How to edit the organization profile

In order to have their profile available on Capacity Exchange, user groups, initiatives, projects, or chapters must inform the CapX team of all usernames that should have editing rights. This process is done manually by the CapX team to increase security and prevent malicious edits.

To be added as admins, the indicated users must have already created their profiles on CapX because edits on the organization profile will be made using their individual logins.

Once logged in, click on My profiles at the top right of the page. The authorized users should see two or more profile options in the My profiles menu. To edit an organization profile, click on [Your organization name].

Edit, save, and delete profile

Click on Edit organization profile to start editing it. You can also access the profile in question by using its direct link. Only authorized users will see the editing button.

Always click on Save profile to save the changes you made to it, either at the top of the organization profile editing page or at the bottom of it. You can also click on Cancel edit to discard all the changes.

To delete your organization profile, you can contact the CapX team. If you have the rights to edit it, you can clear its data and leave all fields blank. Following the GDPR principles, once you delete the information, all data is erased and cannot be recovered.

To be removed from the role of the organization profile's manager you can also email the team. Once there is no one linked as admin, the profile will no longer be displayed on the CapX list of organizations.

The tool should be user-friendly and intuitive to navigate. So, all you have to do is follow the steps in the tooltip for each section and click on the Save profile button when you're done. Your organization profile will instantly display the updated information.

You can click on the link below to see more information about each section of the CapX organization profile.

Details on CapX organization profile
Organization logo To insert your Organization's logo next to its profile, provide a Wikimedia Commons link of the image. We recommend you provide a .svg link, but it can be any image file. To save it to the profile, just click on Save profile button at the top or at the bottom of the page. Make sure you choose an image that shows your organization logo to avoid confusion within the Wikimedia Movement. We do not control the selections in the tool, but we may suggest that you change an image in the event of incorrect logo usage. You may encounter an error when saving the profile if the link provided does not follow the indicated format. If your organization doesn’t have a logo, or if you don’t want to share it, just leave this space blank. Report of activities You can provide a direct link to your Organization’s reports to be displayed on its profile. Insert a Meta-wiki link in the field, in which you can see an example using Wikimedia Brasil's link. To save it to the profile, just click on Save profile button at the top or at the bottom of the page. You may encounter an error when saving the profile if the link provided does not follow the indicated format. If your organization doesn't have a report, or if you don't want to share it, just leave this space blank. The Capacities The capacities are the core feature of the CapX tool. It is through them that users can find your organization's profile and have a positive experience. Therefore, it is crucial to select them carefully to reflect your organization's real strengths. Before picking the Known, Available and Wanted capacities, we recommend you navigate the Capacity Directory to understand them better and see which reflect your organization work. See How to navigate the Capacity Directory section below, or access the Directory at capx.toolforge.org/capacity. Difference between capacities Known, Available and Wanted capacities are chosen from the same Capacity Directory. They can be broad ones, like Communication, or more specific ones, like press release. Known capacities are those the organization already have. They can be skills, knowledge, or competencies that reflect their work. This selection will show Wikimedians a summary of your organization's expertise. Available capacities are those the organization is willing to share with others, be them institutional entities or individual Wikimedians. They must have been listed on the Known capacities because one should know something in order to share or teach it. The tool will use this selection to display the organization profile to possible matches. Wanted capacities are those the organization would like to have in the future. From this selection, the tool will match the profiles that can help each other. The Capacity Exchange encourages the sharing of capacities on a voluntary basis, but this must be decided through personal contact between the parties. Expectations, timescale, and dedication should be agreed upon parallel to the tool. Selecting capacities To select the Known, Available and Wanted capacities to be displayed on the organization profile, you may click on Add capacities to open a pop-up window. To select the broad capacities, just click once on each of the colored boxes – the selected one will show a green frame around it. To read the capacity description, click on the information icon () to open it – click again to hide it. If you click on the link icon () at the end of the capacity's name, it will redirect you to the Explore feed and show you all CapX's profiles related to that specific capacity. By clicking on the small arrow icon (), on the right side of the capacity's name, you access the more specific capacities contained by that broader one. To select one, just click once on the box – it will show a green frame around it. To access its description, click on the information icon () right next to its name. To go back, click on Root capacities link at the top of the window, under its title. There is also a possibility of having a third layer of capacities. You can access it also by clicking on the arrow icon (), as you did to access the previous layer. Saving capacities To confirm your choice, click on Select capacity. Once you confirm the selection, the tool will return to the organization editing page. Unfortunately, currently, it is only possible to choose one capacity at a time. We are working to improve this feature as soon as possible. You might see the capacity added to your profile, under Known, Available or Wanted capacities title. To delete it, click on the delete icon () on the right side of the capacity. It is only allowed to save Available capacities that are also listed at Known capacities. Even though you can add them, the tool will not allow you to save your profile's changes. Remember that your selection will be saved once you save your profile. To do that, click on the Save profile button at the top or at the bottom of the editing page. We recommend you do it a few times when selecting capacities to make sure you do not lose your efforts. Main projects You can display your Organization’s main projects on its profile. The idea is to publicize what your organization have been working on. To add a project to the profile, click on the button Add projects. It will open three fields to be filled with the project's information. In the first field, write the name of the project as you want it to appear on the profile. In the second, you can insert an image corresponding to the project by inserting a link to an image file on Wikimedia Commons. Then, insert the direct link to the project where people can find more information about it – such as a Meta-wiki link, for example. To delete a project from the profile, click on the delete icon () on the right side of the editting field. You can display up to four Main projects at a time on the organization profile. To save the changes to the profile, just click on Save profile button at the top or at the bottom of the page. If your organization doesn’t have Main projects, or don’t want to share them, just leave this space blank. Events This functionality is directly linked to the Events page (capx.toolforge.org/events). Events created here will be displayed and filtered on the Events page. Currently, events within Capacity Exchange can only be created by organization profiles. The profile-editing area is where they can be created and/or edited. This is also where you can choose up to four main events from your organization to be displayed on its profile. To choose events, you must first create them. To create a new event, click on the Create a new event button. A pop-up window will open with a few fields to be filled in. The first field is the event's URL. It will be linked to the View event button on the Events page. The users will be redirected to this link to find more information about the event in question, so make sure you insert the right one. (Under construction. More instructions soon). News This feature makes it possible to display news from Diff on the Organization profile. To add news related to your organization, you must indicate the blog tags used on its blog posts. Click on the Add diff tags button and write the tags of your choice, one per field. To add more tags, click the button to open new fields. Click on the delete icon () on the right side of the editing field to delete a tag or an empty field. The tool will look for new posts related to the indicated tags on the Diff blog and will display them on the Organization profile in chronological order, from the latest to the oldest. To save the changes to the profile, just click on Save profile button at the top or at the bottom of the page. If your organization doesn’t have posts on Diff, or don’t want to share them, just leave this space blank. Documents You can display your Organization’s main documents on its profile. The idea is to publicize what your organization have been working on. To add a document to the Organization profile, insert a URL of a document stored on Wikimedia Commons. This URL will be linked to the View document button, on the profile's visualization page, where users can click to access the document in question. The organization can share up to four Documents on its profile. Click on the button Add more links to open a new field where you can insert another document's Commons URL. To delete a document from the profile, click on the delete icon () on the right side of the editting field. To save the changes to the profile, just click on Save profile button at the top or at the bottom of the page. If your organization doesn’t have documents or don’t want to share them, just leave this space blank. Contacts This section is for organizations to provide the community with their contact information. In the first field, insert the link to the organization's Meta-wiki page, if it has one. In the second field, select an email address that interested parties can use to get in touch with the organization. Finally, share the address of your organization's website, if it has one. To save the changes to the profile, just click on Save profile button at the top or at the bottom of the page. If your organization doesn’t have or don’t want to share any of these contacts, just leave the spaces blank.

How to navigate the Capacity Directory

The Capacity Directory is the heart of the tool. It contains skills, knowledge, and abilities that are related to the Wikimedia Movement. The capacities are the main function of the tool because user profiles, organization profiles, and events are organized and filtered around them.

To access it, click on the hamburger menu in the upper right corner of the screen and select Capacity Directory or go directly to capx.toolforge.org/capacity.

Before editing your user or organization profile, we recommend you look through the Capacity Directory to see what skills you already have and which ones you want to learn.

** You might be shocked at how many wiki-related skills you already have that you didn't even think of, and also how many amazing things Wikimedians are capable of that you never even knew about.**

You can browse through the capacities organized by theme or type keywords in the search field to filter them.

The tool should be user-friendly and intuitive to navigate. If you want more information on the capacities available or about how to navigate the Capacity Directory click on the link below.

Details on Capacity Directory design
Currently available capacities The Capacity Directory features a structure of capacities organized in cards composed of a main capacity, and its subcategories. Currently, there are seven main capacities with different colors that contain more specific capacities inside them. Below you can see all the 134 itens currently available in the Capacity Directory by clicking on the Expand link of each Main Capacity. Organisational Skills Finance Budgeting Financial Management Financial Reporting Governance Accountability Diversity, Equity & Inclusion (DEI) Documentation Legal obligations Reporting Roles & Responsibilities Grant Proposal Wikimedia Grant (grant proposal writing to access Wikimedia grants) Growth & Sustainability Change Management Knowledge Management Leadership Plan & Strategy Assessment Evaluation Movement Strategy Strategic Planning Theory of Change Team Management Diversity, Equity and Inclusion (DEI) Performance Appraisal Recruitment Staff Development Team-Building Communication Administrative Communication Community Engagement Cultural Translation Feedback Infographic Interview Media Presentations Press release Public Speaking Social Media Story-Telling Targeting Audiences Learning & Evaluation Case Study Evaluation Methods Focus Groups Survey User Experience Wikimedia tools Community Health Anti-harassment Tools Community development Conflict Management Culture of Innovation Diversity, Equity and Inclusion (DEI) Experience Design Non-Violent Communication Policy Social Skills Adaptability Assertiveness Empathy Facilitation Mentorship Peer Support Problem-Solving Self-Awareness Team-building Programmatic Skills Advocacy Education Educational Programs Youth Engagement Event Campaigns Conferences Contests Digital Literacy Edit-a-thons Event Communication Event Management Facilitation Meet-ups Partnership Stress Management Travel organising Workshop GLAM Digitalization GLAM Initiatives Impact Assessment Partnership Photo contest Wikimedian in Residence Research Research Skills Training Learning Measurement Outreach Technical Support Training Methods (for whom? newcomers?) Tutorials Technical Skills Handling donations Data donations Wikimedia Projects MediaWiki Meta-Wikimedia Wikibooks Wikidata (learning to edit?) Wikifunctions Wikimedia Commons Wikimedia Incubator Wikinews Wikipedia Wikiquote Wikisource Wikispecies Wikivoyage Wiktionary Wikimedia tools Abuse Filter AutoWikiBrowser Bots Central Notice Event Metrics Fountain Gadgets Hashtag search HotCat Lua Scripting OpenRefine Pattypan PAWS Programs & Events Dashboard Pywikibot Quarry QuickStatements User Scripts WDQS Details on the navigation design The Capacity Directory is structured similarly to the categories in Wikimedia projects: a general capacity has more specific ones inside it, and so on. It's possible to find the seven main Capacities by scrolling down the page. Each of them has its own color and consists of an icon representing the main capcity, the capacity name, an information icon (), and an arrow icon (). By clicking on the capacity name, the tool will redirect you to the Explore page with the filter activated to display only the profiles that contain that capacity in question. If you click on the information icon (), a new tab will appear below the box with the capacity's clickable Wikidata QID, its description (that can be pulled from MetaBase or Wikidata) and a Explore capacity button. Click on the Wikidata QID link to be redirected to its respective Wikidata page. Currently, capacities descriptions are pulled first from MetaBase and, when they do not exist there, from Wikidata's database. The decision to prioritize descriptions from MetaBase is due to the fact that they tend to be closely associated with Wikimedia universe and, as a result, more accurately describe the capacities related to it. By clicking on the arrow icon () on the right side of the capacity box, you can see all the capacities inside each of them. Within each main capacity, scroll sideways to access all the specific ones. You might notice that some of them have a third level with more specific capacities inside them; to see these, click on the arrow icon () as well. If you click on the Explore capacity button, you will be redirected to the Explore feed which shows filtered profiles related to the capacity in question.

How to use the Explore feed

It is through the Explore feed that you can find someone that matches your needs!

Currently, users can browse and filter organization and user profiles by capacities, by their status as “learner” or “sharer,” and by their informed territories and languages.

To access this feature, click on the hamburger menu in the upper right corner of the screen and select Explore or go directly to capx.toolforge.org/feed.

On the Explore feed profiles are displayed in cards that may contain the following items, depending of their availability on the profile in question:

• an image (logo, avatar or photo);
• an indication of the nature of the wanted exchange (sharer or learner);
• the username or the organization name;
• the capacities wanted or available;
• the languages indicated on the profile;
• the territory indicated on the profile;
• an icon that redirects to the profile in question;
• and an icon to save the profile.

You can navigate the page by typing keywords in the search field to filter the profiles or by scrolling down to see all profiles that have capacities indicated on them.

The Explore feed displays organization and user profiles separated into two categories: “learner” and “sharer”. “Learners” are those profiles with the selected capacities listed as wanted. “Sharers” are those with the selected capacities listed as available.

Through the feed, users can find and visit profiles they have interest in connecting with, and save them to look at later.

The tool should be user-friendly and intuitive to navigate. If you want more information about how to navigate the Explore feed click on the link below.

Details on Explore feed design
Details of the profile cards Image, name, languages and territory The images, names, languages and territories showed on the cards are pulled from the profile in question. Nature of the exchange Cards are divided into two types: learner or sharer. Learner is a profile that have selected the capacity in question as Wanted. It is a profile of someone looking for peers who can share that specific capacity with them. The capacities are indicated in green on the right side of the card. Sharer is a profile that have selected the capacity in question as Available. It is a profile of someone willing to teach and/or share those capacities indicated in red on the right side of the card. Each complete profile may have two cards on the Explore feed: one related to what it wants to learn, and one related to what it wants to share. Wanted and Available capacities The Wanted and Available capacities shown on the cards are those indicated on the profile in question. These will be used to separate cards between Sharer and Learner. Wanted capacities are displayed on the Learner card and appear in red. Available capacities are displayed on the Sharer card and appear in green. Profiles are filtered in the Explore feed by the indication of capacities in these two areas of the profile (Wanted and Available capacities). This means that you can look for someone who is willing to share exactly what you want to learn, and vice versa. Profile icon By clicking on the circular profile icon, you can access the profile page in question. Save icon When you click on the save icon, the profile is saved to your list and the icon fills up. The icon returns to its empty state when you click on it again, removing it from your list. To access the page and see your list, click on Saved profiles in the hamburger menu or go to capx.toolforge.org/feed/saved. This page is not public and is only available to the user in question. Details on the filter You can filter the profiles to look for those that match your needs. Filter by capacity (search bar) The first possible way is to filter by capacity. To do that, click on the search bar at the top of the Explore page. It will open a pop-up window, similar to the one used to select the capacities when editing your profile page. To select the broad capacities, just click once on each of the colored boxes – the selected one will show a green frame around it. To read the capacity description, click on the information icon () to open it – click again to hide it. If you click on the link icon () at the end of the capacity's name, it will redirect you to the Explore feed and show you all CapX's profiles related to that specific capacity. By clicking on the small arrow icon (), on the right side of the capacity's name, you can access the specific capacities contained by the broader one. To select one, just click once on the box – it will show a green frame around it. To access its description, click on the information icon () right next to its name. To go back to the previous layer, click on Root capacities at the top of the window, under its title. There is also a possibility of having a third layer of capacities. You can access it also by clicking on the arrow icon (), as you did to access the previous layer. To delete a capacity from the filter, click on the delete icon () on the right side of the capacity. It is possible to filter profiles by adding as many capacities as you want. However, you can only add one at a time on the pop-up window. Also, the profiles displayed will contain at least one of the selected capacities. Using the filter Next to the search bar, there is a filter icon. Click on it to open a pop-up window with some selection options. In the first option, you can select the capacities you want to filter. See the previous item for details on how to navigate the capacities pop-up window. In Exchange with you can choose to display only Learner profiles, only Sharers profiles or both. To select one of the options, click on the check box. To clear it, click once more. The selected option will be displayed highlighted. You can also filter profiles by Territories and Languages. To select your options, click on Add territory or Add language to open a drop-down menu. Search for the desired option by scrolling down the list. If you are browsing on the desktop, you can also type to help with the search. Once you click on a name, it will be added to your filter and be highlighted. To delete a territory or a language from your list, click on the delete icon () on the right side of it. It is worth noting that, if you choose to filter profiles by region, the tool will show you all the profiles that have this specific region and those that have countries contained by the region, according to 2022 Wikimedia Foundation divisions. If you select to filter by a specific country, the tool will show you only the profiles that indicated it on their territories. For example, if you choose to filter profiles in the Latin America and the Caribbean region, the tool will show you all the profiles that have LAC on their territories, and also all those that have any country contained by the region. So, if a profile has Brazil or Argentina on its territories, it will be displayed in this case – because both countries are in LAC region. But, if you choose to filter profiles in Brazil, only those that have this specif country on their territories will be shown. Finally, the last option available is to filter by type of profile: user or organization profile. To select one of the options, click on the check box. To clear it, click once more. The selected option will be displayed highlighted. To display the profiles filtered according to your selection, click on Show results. If you want to clear your choices, click on Clear all. To close the pop-up window, click on the arrow located at the upper left side of it or on Show results.

How to save profiles

It is possible to save profiles that you wish to exchange with, so you can contact them later for example.

Saved profiles is a page related to one specific user profile. It is private and shows all the profiles that account has saved on the Explore feed.

To access your list, click on the hamburger menu in the upper right corner of the screen and select Saved profiles, or go directly to capx.toolforge.org/feed/saved.

Inside the page, each saved profile is displayed in a card containing the profile's related image (logo, avatar, or photo), the username or the organization name, a button to View profile, and a button to Delete item.

To save a profile to your list, locate its card in the Explore feed. At the base of the profile card in question, there will be a save icon (a little flag). Once you click on the save icon, the tool adds it to your Saved profiles list.

When a profile is saved to your Saved Profiles list, the save icon remains filled on the Explore page. Clicking on that icon again will remove it from the list, and it will now be empty.

On the cards located at the page Saved profiles, click on View profile to access the page of the profile in question. Click on Delete item to remove that profile from your list of saved profiles. Users and organizations cannot know that they have been saved by someone else.

How to report bugs

Bug Reports is a page linked to the user profile where users can report issues and suggest new features or improvements to the CapX development team.

To access it, click on the hamburger menu in the upper right corner of the screen and select Bug Reports, or go directly to capx.toolforge.org/report_bug.

It provides a simple form composed of a title, a description, and the type of issue to be reported.

In the first field, write a title for your report. Then, provide a brief and objective description of the issue you are reporting. Keep in mind that the CapX development team will only have this text to understand what you are reporting and what needs to be done in the tool. To select the type of report you are creating, click on the field to open a drop-down menu. It is possible to choose from "Error", "New feature", "Improvement", or "Test case" by clicking on the chosen option.

To send it, click on the Submit bug report button. If you want to discard the report, click on the Cancel report button – you will then be redirected to the CapX landing page.

After submitting your report, it is possible to follow up on its status on the tab “Submissions”, by clicking on it at the top of the page.

Reports are visible only to their creators and the CapX development team. They are displayed in boxes showing their title and status and a View button. By clicking on the button, you can access the report's Description, its type, and the dates of submission and update. Click on the Hide button to hide its details.

It is not possible to withdraw a submitted report; only the development team can make changes to reports after they have been submitted by the user, and they will update its status.

How to send messages

The Capacity Exchange tool offers a channel for exchange between peers: the messaging service. Messages are sent through Meta-Wiki and, therefore, offer the same privacy and options.

To access the feature, click on the hamburger menu in the upper right corner of the screen and select Messages, or go directly to capx.toolforge.org/message.

You can also access the page by clicking on the Let's talk button located at the bottom of each user profile page.

The tool should be user-friendly and intuitive to navigate. If you want more information about how to use the Messages feature click on the link below.

Details on Messages feature
Details on messaging users On the Messages page, there are two tabs: Write and Sent. On the first tab, there is a contact form with the same options offered by the service MediaWiki Special:EmailUser - a special page on which a user can email another user and that is used to send CapX's messages. The first field on the form is From, which will be automatically filled with the username you used to loggin to CapX. This field cannot be altered. The second field is To. If you have accessed the Messages page via the Let's Talk button, this item will show the username in question. If you have accessed the page directly, you should fill in this field with the username of who you want to message. In this case, be careful not to make any typing mistakes. Next, there is the Contact Method field where you can choose between Email and Talkpage from the drop-down menu that opens when you click the arrow icon (). If both users, the sender (From) and the recipient (To), have email addresses linked to their Wikimedia unified account, then the tool will show you both options to choose from. But if one of the parties does not have an email linked to their account, then you will only have the option to send it via the recipient's Talkpage. After selecting the contact method, you can write a Subject and the Message. In the first field, write a title for your message. Then, provide a brief and objective text to start the conversation with your peer. You can start with a greeting and a brief introduction before getting to the topic. Click on the Send message button to send it or on Clear message to delete it. Before the message is sent, a pop-up window will appear to confirm your decision of sending the message. This action cannot be undone. On the pop-up window, you will see information about how the message will be send. After reading it, click on Cancel button to go back to the edition page, or on Confirm/Send to confirm your choice and send the message to the desired user. After sending the message, you will see another pop-up window congratulating you and explaining that you can see it on the Sent tab. Click on Close tab or Continue to close the window and go back to the Messages feature. Sent messages In the case of a message sent by email, you will receive a copy of it in your email by default. If you published the message on the user talkpage, it will be publicly available for you to see it whenever you want. In both cases, the user who receives the message can decide where to reply to it. If (and only if) the user replies to it by email, then its address will be disclosed to the sender, as is the case in the Meta-Wiki. If the user decides to keep the conversation on Wiki, its privacy will be maintained. The user can also choose to ignore the message and have the possibility of blocking another user, as it happens on Wikimedia – for more information, access MediaWiki Special:EmailUser. All message logs are displayed in the Sent tab, within the Messages feature. It means that the tool doesn't store any information shared between the users, either in the message's subject or content. Messages saved are only available to the user in question, and are displayed in boxes showing to whom they were sent and their status (sent or error). When clicking on the View button, the user can see the contact method that was used and the date the message was sent. This information can be hidden when clicking on the Hide button. You can click on the Send a new message button at the bottom of the page to go back to the Write tab. How being able to email through CapX? It is only possible to email a CapX user if both users, the sender (From) and the recipient (To), have email addresses linked to their Wikimedia account. This means that if the user you want to email does not have an email address registered to their Wikimedia account, you will not be able to contact them in this way. This also means that you must have an email address registered to your Wikimedia account as well. See MediaWiki Help:Preferences for more information on how to do this. Messages privacy As previously stated, we do not store the content of the Messages: neither the title nor the text. We also do not have access to the emails of users involved in the exchange. Emails are accessed through the Wikimedia messaging service and are, therefore, not stored in the CapX database.

How to translate the tool

Being integrated with TranslateWiki, the tool can be easily translated into any language.

It is worth noting that translations take a few days to be available in the tool, so take that into consideration if you’re planning a community event, for example.

Another important information is that data pulled from Wikimedia Projects must be translated from the source. The TranslateWiki platform allows the translation of the software, but contents pulled from Wikimedia Projects such as the organization profile's Documents and Main Projects, the name and description of the Capacity Directory itens, end even the name of the languages displayed on the CapX's profiles.

Every wikimedian is welcomed to translate the tool, either on its software level (through TranslateWiki), and on the data pulled from Wikimedia Projects (translating its Wikidata and Wikimedia Commons itens). This means that, to make Capacity Exchange available in multiple languages, wikimedians are also contributing to the translation of other instances of the Movement.

If you don't know how to translate it, click on the link below for a step-by-step tutorial.

Details on how to translate
How to translate on TranslateWiki platform Go to Capacity Exchange page on TranslateWiki), and click on the Translate this project button on the upper left side of the page. Remember to log in with your Wikimedia account to register your contributions. By clicking on the button, you will have access to the tool for translating the original content (in English) into the default language of your Wikimedia account. If your default language is English, you will see the following message: The source language of this group is English. Please select another language to translate into. Then, click on the arrow icon () in the upper right corner of the screen, next to the text Translate to. Change the language from English to the language you want to translate by choosing from the drop-down list. You can type the name to make it easier to search. When you find the language you want, click on it. You will be redirected to the page for the translation to the language in question. At the top of the screen, there are four tabs: All, Untranslated, Outdated and Translated. Click on Untranslated to start your contributions. The translation tool is quite intuitive, so just follow the instructions on the screen. The messages to be translated are always separated by sentences or small paragraphs. At the end of each translation, don't forget to click on Publish translation to publish your contribution. It is worth noting that translations take a few days to be available in the tool. You may want to access the translation help page on MediaWiki or TranslateWiki Localisation Guidelines for more information. How to translate the Capacity Directory The names and descriptions of the Capacity Directory are pulled from Wikidata and MetaBase. Therefore, in order to pull the translated content, it must exist translated in the respective databases. You can access each item and translate it manually on Wikidata and MetaBase. However, to make the process easier for the volunteers, the CapX team made this spreadsheet with all the content to be translated organized in one document. Before editing the content of the document, create a copy on your own drive. After translating it, send the file to the CapX team (at capxwmnobrasil.org) and we will make all the changes in both databases at once. In the spreadsheet, you will see that the content is divided into 11 columns: CapX ID; Wikidata; CapX Type; ID Metabase; Wikidata name; Wikidata description; Metabase name; Metabase description; Wikidata/MetaBase Name Translated; Wikidata Description translated; MetaBase Description translated. In your duplicated spreadsheet, you must insert your translations in the columns I J and K. Capacities names are the same on Wikidata and Metabase databases. So, the translation of the capacities names, located in columns E and G, should be entered in column I. The translation of the Wikidata descriptions, located in column F, should be entered in column J. The translation of the Metabase descriptions, located in column H, should be entered in column K. Before sending the translated content to the CapX team, don't forget to enter the name of the translated language in cell F2.