Capacity Exchange/Guide de l'utilisateur

Bienvenue dans le guide d'utilisation de Capacity Exchange. Vous y trouverez des instructions détaillées pour vous connecter, gérer votre profil et optimiser votre expérience sur la plateforme.
Accédez à https://capx.toolforge.org
Vidéos « Comment faire » CapX*
*Veuillez noter que le logiciel est constamment en cours d'amélioration, donc l'interface démontrée dans la vidéo peut différer de la version actuelle, bien que la logique soit probablement la même. Assurez-vous de vérifier la date de création de la vidéo, et contactez-nous si une version actualisée est nécessaire.
Comment se connecter

Pour vous connecter à la plateforme Capacity Exchange, vous devez disposer d'un compte utilisateur Wikimedia. Vous serez invité à accéder à l'outil via la Connexion unifiée.
Sur la page d'accueil de capx.toolforge.org, cliquez sur Rejoignez l'échange ! ou cliquez sur Se connecter dans le menu situé en haut à droite de la page.
Une fenêtre contextuelle s'affichera pour vous informer que vous serez redirigé vers la connexion unifiée sur Meta-Wiki via l'extension OAuth. Cliquez sur le bouton Continuer.
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Si vous êtes déjà connecté, l'extension vous demandera la permission d'interagir avec des pages et d'envoyer des courriels via votre compte Wikimedia. Au cas échant, vous serez invité à vous connecter avec votre compte Wikimédia. Vous pouvez réviser la Politique de confidentialité en cliquant sur le lien blue vers le côté gauche de la fenêtre. Cliquez sur Autoriser pour continuer le processus de connexion. Veuillez noter que vos données de connexion ne sera pas sauvegardé sur la base de données de CapX. Si vous n'avez pas de compte Wikimédia, vous pouvez en créer une en cliquant sur le bouton Créer un compte vers le bas de la page d'accueil de CapX. |
Vous retournerez ensuite à CapX à capx.toolforge.org/home. Naviguez dans l'outil avec le menu situé à la droite supérieure de la page.
Comment modifier le profil d'utilisateur
Une fois connecté•e, cliquez sur Mes profils au coin droit supérieure de la page, puis sur Profil d'utilisateur. Vous pouvez également y accéder à capx.toolforge.org/profile.
It is important to fill in as much information as possible, especially your skills, as this will help you get the best experience using the tool and be found by your peers.
To share your profile, click Copy link next to your avatar, just below your username. You can also select Show QR code to generate a QR image that others can scan to access your profile. The QR code can be saved to your device and used offline.
Modifier, enregistrer et supprimer le profil
Cliquez sur Modifier le profil d'utilisateur pour commencer de le modifier. Vous pouvez également l'accéder à capx.toolforge.org/profile/edit.
Assurez-vous toujours de cliquer Enregistrer le profil pour enregistrer les changements que vous en avez fait•e•s, le premier soit vers le haut de la page d'édition du profil d'utilisateur au vers le bas de ceci. Vous pouvez également cliquer sur Annuler les modifications pour abandonner tous les changements.
Pour supprimer un profil, cliquez sur le bouton rouge Supprimer le profil vers le haut de la page de modification. Il se peut que vous pouvez confirmer votre choix sur une fenêtre surgissante avant que le profil soit supprimé de la base de données de CapX. Conforme aux principes RGPD, une fois que votre profil est supprimé, toutes les données sont effacées et, donc, ne peut pas être récupérée.
L'outil devrait être d'une interface conviviale et intuitive à naviguer. Alors tout ce que vous devez faire pour ajouter de l'information à votre profil c'est de suivre les étapes dans l'infobulle pour chaque section et cliquer sur « Enregistrer le profil » lorsque vous avez terminé•e. Votre profil va instantanément afficher l'information mise à jour.
Vous pouvez cliquer sur le lien ci-dessous pour consulter plus d'informations sur chaque section du profil d'utilisateur CapX.
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Image de profilD'abord, vous pouvez choisir un avatar à afficher sur votre profil d'utilisateur. Cliquez sur Choisir un avatar et choisissez une option en la cliquant dessus—celle qui est sélectionnée sera entourée d'une surbrillance rouge. Cliquez sur Mettre à jour pour enregistrer vos choix et retourner, ou faites tout simplement fermer l'onglet.
Afin d'être associé à un élément Wikidata, un individu doit satisfaire la politique de Wikidata de notoriété. CapX ne fait que de chercher automatiquement une correspondance à partir de la base de données de Wikidata. Vous pouvez également laisser votre Image de profil vide, si vous préférez.
BadgesEnsuite, vous pouvez choisir les badges à afficher sur votre profil d'utilisateur. Cliquez sur Modifiez vos badges pour accéder l'onglet de sélection. Sur l'onglet de sélection, vous Choisissez les badges à afficher sur votre profil—cliquez une fois pour sélectionner un badge et encore une autre fois pour le désélectionner. Ceux qui sont sélectionnés seront entourés d'une surbrillance verte. Puis, cliquez sur Mettre à jour pour enregistrer vos réglages, ou Fermer l'onglet pour le laisser tel qu'il l'était. Une fois que vous revenez au profil, vous devriez voir les badges sélectionnés s'afficher. Cliquez sur Afficher tous les badges pour aller à capx.toolforge.org/profile/badges, une page où vous pouvez consulter davantage d'informations à propos de chaque badge et connaître ceux que vous n'aviez pas encore mérité•e. Cliquez sur Retour vers le profil d'utilisateur pour retourner.
= Mini-biographieDans la mini-biographie, vous êtes invité à partager des informations essentielles sur votre milieu culturel et votre travail en tant que contributeur Wikimédia. Pour une mini-biographie réussie, vous pouvez mettre en évidence votre activité ou vos intérêts actuels dans le mouvement Wikimedia et mentionner des expériences pertinentes à ce que vous voulez partager ou apprendre. First, you can choose to display the language of your text, helping others who may want to use automated translation to understand it. It is worth mentioning that user content in the CapX database is not available for translation on TranslateWiki. Click on the box that says Not specified to open the drop-down menu and search for the desired language. They are listed alphabetically. Vous êtes invités à partager tout ce que vous trouvez pertinent pour que vos pairs en sachent plus sur vous. C'est à vous de choisir combien vous voulez partager sur votre vie personnelle et de Wikimédia—tant que vous le gardez jusqu'à 500 caractères.
Les capacités
Avant de choisir les capacités connues, disponibles, et souhaitées que vous souhaitez afficher sur votre profil, nous recommandons que vous naviguiez le Répertoire des Capacités pour mieux les connaître. Confer la section Comment naviguer dans le Répertoire des Capacités ci-dessous, ou accédez le Répertoire à (anglais) capx.toolforge.org/capacity. It is worth noting that users can also add skills to their profile through the carousel of suggestions on the Home page or via the Capacity Directory on each of the capacity cards.
Differences entre capacitésDes capacités connues, disponibles et souhaitées sont choisies du même Répertoire des Capacités. Elles peuvent être larges, comme Communication, ou plus spécifiques, comme Communiqué de presse. Des capacités connues sont celles que vous en disposez déjà. Elles peuvent être des habiletés, connaissances, ou compétences. La section peut fournir à vos pairs un résumé de vos talents. Des capacités disponibles sont celles que vous disposez à partager avec vos pairs. Elles doivent être listés dans vos Capacités connues puisque vous ne pouvez que partager et enseigner quelque chose que vous en connaissez déjà. Cet outil utilise la sélection pour afficher votre profil à ceux qui recherchent exactement ce que vous disposez à partager. Des capacités souhaitées sont celles que vous en voulez apprendre. Cet outil utilise la sélection pour afficher des profils qui correspondent à vos besoins. Le Capacity Exchange encourage le partage de capacités sur une base volontaire, mais ce partage doit être pris lors d'un contact personnel entre les parties. Les attentes, la période de temps et le degré de dévouement doivent être convenus parallèlement à l'utilisation de l'outil.
Sélection de capacitésPour sélectionner les capacités connues, disponibles et souhaitées à afficher, vous pouvez cliquer sur Ajouter des capacités pour ouvrir une fenêtre surgissante. As you type, matching results will be displayed in a list below the box. Click on the desired skill to add it to your profile. You must select one capacity at a time, except in the Available capacities section. In this case, you can click the Import known capacities button to copy all your selected skills into this section. Une fois que vous confirmez la sélection par (le nombre de capacités sélectionnés sera afficher sur le bouton Sélectionner la capacité), vous serez retourné•e à la page en cours de modification. Il se peut que vous vous apercevez la capacité ajoutée à votre profil, sous les capacités connues, disponibles et souhaitées. Pour l'enlever, cliquez sur l'icône de suppression ( Vous ne pouvez ajouter aux Capacités disponibles que ceux que vous avez lités dans Capacités connues. Si vous en ajoutez une qui n'est pas sur cette liste, vous aurez des difficultés plus tard d'enregistrer vos changements à votre profil. Rappelez-vous que votre sélection sera enregistrée une fois que vous aurez enregistré votre profil. Pour le faire, cliquez sur le bouton violet situé en haut ou en bas de la page en cours de modification. Nous vous recommandons de le faire plusieurs fois lorsque vous choisissez vos capacités pour vous assurer de ne pas perdre votre travail.
LanguesVous pouvez choisir d'afficher sur votre profil les langues dans lesquelles vous vous sentez à l'aise pour communiquer avec vos pairs. Cliquez Ajouter une langue pour ouvrir le menu déroulant et rechercher la langue souhaitée. Si vous accédez l'outil sur la version bureau, cliquez sur la boîte et saisissez les premieres lettres de la langue souhaitée pour faciliter la recherche. Une fois que vous aurez sélectionné une langue, ceci sera ajoutée à votre profil au bas de votre liste de langues. La maîtrise par défaut de n'importe quelle langue est à Avancé, donc assurez-vous de le régler en sorte qu'elle correspond à votre niveau de maîtrise. Cela est possible par le menu déroulant qui s'affichera une fois le l'icône de flèche ( Vous pouvez régler le niveau de maîtrise linguistique à Non maitrîsé, Basique, Intermédiaire, Avancé, Presque natif, Niveau professionnel, ou Natif. Pour enlever une langue de la liste, cliquez sur l'icône de suppression ( Vous devriez trouver toutes les langues dans le menu déroulant, mais si vous pensez qu'une langue en particulier manque, informez à l'équipe de CapX pour qu'ils puissent l'ajouter à la base de données.
Compte Wikimédia alternatifSi vous voulez afficher votre autre nom d'utilisateur Wikimedia, vous pouvez le saisir dans la case. Assurez-vous à ne pas faire d'erreurs de frappe. Pas tout le monde n'a un deuxième nom d'utilisateur. Mais c'est courant pour les membres du personnel qui gardent leurs contributions volontaires séparées de celles qui leur sont affectés. C'est à vous de le partager ou non. AffiliationYou 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. If you are accessing from a desktop, you can type the name of the organization to help you find it. 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. 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. TerritoryYou 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. 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 ItemYou 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 the Wikidata's database. Wikimedia projectsYou 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. |
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.
Please email the team at capx
wmnobrasil.org with your information.
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 end of the menu located at the top right of the page or the button displayed on the top of the page. The authorized users should see two or more profile options. 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.
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Organization logoTo 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. Organization Names (Translations)In this section, organizations can add their names in different languages. The name will be displayed based on the user's selected language. If a name is not available in the selected language, it will be displayed in English. The tool’s default language is English, as it is the lingua franca of the Wikimedia movement. Therefore, this option must always be available in profiles. To add a translation of your Organization name, click the Add Translation button. Click Select language to find the code of the desired language in a drop-down menu. Select the code language, then fill in the Organization name field with the translated name in that language. Click Add to store your changes, or Cancel to discard them. To delete a language from the list, click on the delete icon ( Report of activitiesYou 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
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. It is worth noting that organizations can only add skills to their profile through the profile editing page. The addition through the suggestions carousel on the Home page and the Capacity Directory on each capacity card are only available for user profiles. Difference between capacitiesKnown, 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 capacitiesTo select the Known, Available and Wanted capacities to be displayed, you may click on Add capacities to open a pop-up window. Click on the box and type the first few letters of the desired skill to make it easier to search a correspondent capacity. As you type, matching results will be displayed in a list below the box. Click on the desired skill to add it to your profile. You must select one capacity at a time, except in the Available capacities section. In this case, you can click the Import known capacities button to copy all your selected skills into this section. Once you click on a name, 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 ( Remember that 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. TerritoryYou can choose to display your organization 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 organization profile at the bottom of your list of territories. These territories will be used 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. We recommend that you display a region instead of a country if you are not comfortable disclosing your organization location. This way, you can show your peers where you are and still connect with those closest to you without overexposing your organization 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. Main projectsYou can display your Organization’s main projects on its profile. The idea is to publicize what your organization has 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. To delete a project from the profile, click on the delete icon ( You can display up to four Main projects at the same 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 doesn’t want to share them, just leave this space blank. EventsThis 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. When you enter a URL from a Meta-Wiki event page or a WikiLearn course, the tool automatically fills in the event details. Click on Search for that. Even if the tool automatically fills in the information, make sure to review the title, start date, and end date. It is not possible to change the event organizer, as this is linked to the profile that created the event. Then, select the event format from the drop-down menu: virtual, in-person, or hybrid. Don't forget to add the skills related to the event. These skills are used by the platform to recommend your event to users through the Carousel of Suggestions (on the home page) and to help users find it when filtering events based on their interests. To add a skill, click in the field Choose capacities and start typing. The tool will display related capacities in a drop-down menu. Click on the one you want to add, then clear the text to search for another. Repeat this process as many times as needed. To delete a skill from your list, click on the delete icon ( Finally, add an event description. Make sure to include as many details as possible to spark people's interest and encourage them to visit the event's Meta-Wiki page and register. To save the changes, click on Create event button at the bottom of the window. It will be displayed on your organization's editing page under the Events section. You can use the menu at the top of the event card to edit it, choose whether to display it on your organization's profile, or delete it. To display the event on your organization's profile, simply check the corresponding box. To hide it, uncheck the box. Regardless of this setting, the event will remain available on the Events page (capx.toolforge.org/events). NewsThis 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 ( It is important to note that this section does not support links, only tag names as used in the Wikimedia Diff. 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 doesn’t want to share them, just leave this space blank. DocumentsYou can display your Organization’s main documents on its profile. The idea is to publicize what your organization has 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 ( 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 doesn’t want to share them, just leave this space blank. ContactsThis 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 doesn’t want to share any of these contacts, just leave the spaces blank. |
Comment naviguer dans le Répertoire des Capacités
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 button 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 which 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 explore skills in four simple ways: view them as themed cards, browse a tree view, navigate by thematic categories, or use the search bar to find what you need quickly.
Click the field and start typing to filter skills, or use the three tabs below the search bar to switch between browsing modes.
The tool should be user-friendly and intuitive to navigate. If you want more information on the skills available or on how to navigate the Capacity Directory, click on the link below.
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The Capacity Directory features a structure of skills organized in three ways. The first tab shows skills organized as themed cards. Each main skill is represented by a card with subcategories inside. There are currently seven main skills, each with a distinct color and a set of more specific capabilities within them. The second tab displays skills in a tree view. It follows the same hierarchy as the cards view, but highlights how skills are connected, making their relationships easier to understand at a glance. The third tab shows categories commonly used in volunteer work across three thematic areas: Linguistic Equity, Knowledge Gaps, and Open Education. It allows you to quickly select categories relevant to your work as a Wikimedian in a more direct and focused way. Currently available capacitiesBelow you can see all the 134 items first available in the Capacity Directory by clicking on the Expand link of each Main Capacity. Please note that more options may have been added.
Details on the navigation designYou can explore skills using the three tabs below the search bar. Switch between them to change the browsing mode. See details for each option below. All three views include a link at the bottom of the page: Can’t find a capacity? Suggest a new one!. This lets you propose a new CapX capacity, which will be reviewed by the committee before being added to the database. Click the link to open the Suggest a new capacity window, where you can enter the skill title and description. Providing clear context on why it should be added improves the chances of approval. Click Submit to send your suggestion or Cancel to discard it. Themed cardsThe 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 skills by scrolling down the page. Each of them has its own color and consists of an icon representing the main skill, its name, an information 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 skills in question. If you click on the information icon ( If the capacity information is not available in your selected language, you will also see a "call to action" box (see the Translation section of this guide for more information on this box). Click on the Metabase QID link or 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 the Wikidata's database. The decision to prioritize descriptions from Metabase is due to the fact that they tend to be closely associated with the Wikimedia universe and, as a result, more accurately describe the capacities related to it. By clicking on the arrow icon ( Tree viewIn the tree view, skills follow the same hierarchy: a general capacity contains more specific ones, and so on. The difference is that they are organized as a graph. In the initial view, you can see the seven main categories linked to the CapX logo, each with its corresponding color. Click on each one to view the skills it contains. In addition to expanding the related skills, clicking a node in the graph opens the corresponding skill card. As in the themed cards view, each card shows the skill title, its Metabase and Wikidata QIDs, a description, and a translation action if it is not available in the display language. You can also add skills directly to your user profile from using Add to Known or Add to Wanted buttons. Click the node again to collapse it, or use the Return to initial view button at the bottom of the page. Thematic categoriesThe third view is organized by thematic categories. Initially, three categories were defined based on Wikimedia volunteer activities: Linguistic Equity, Knowledge Gaps, and Open Education. Each category has a specific color and shows ten selected skills from the CapX Capacity Directory. These represent the most commonly associated skills for each thematic area. The selection was developed with CapX partners and is not exhaustive. It is intended to support and simplify initial profile setup based on a volunteer’s area of work. Use the side arrows to navigate the list and click on a skill name to open its card. As in the other views, each card includes the skill title, its Metabase and Wikidata QIDs, a description, and a translation action if it is not available in the display language. You can also add skills directly to your profile using Add to Known or Add to Wanted. |
How to use the Explore feed
It is through the Explore feed that you can find someone that matches your needs! If you are looking for Organization profiles, go to the Organization list instead.
Currently, it is possible to browse and filter user profiles by capacities; their status as “learner”, “sharer,” or "proficient"; their usernames; their informed territories, affiliations and languages.
To access this feature, click on the hamburger button 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 include the following items, depending on their availability on each profile and on the options selected at the top of the page.
- an image (avatar or photo);
- an indication of the nature of the wanted exchange (sharer, learner, or proficient);
- the username;
- the capacities wanted, available or known;
- 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 letters or keywords in the search field to filter the profiles, or by scrolling down to see all profiles that contain those letters/words. It’s worth noting that only user profiles with indicated skills appear on the Explore page.
Choose what appears on each card by selecting the checkboxes for Wanted capacities, Available capacities, and Known capacities. The cards will update to show only the skills you’ve selected. By default, Wanted and Available capacities are displayed.
Users can browse the feed to discover profiles they’re interested in, visit them, and save them to review 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.
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Details of the profile cardsImage, name, languages and territoryThe image, name, languages and territories shown on the cards are pulled from the profile in question. Nature of the exchangeCards display skills grouped into three categories: wanted, available, or known, based on what the user has selected on their profile. Learner is a tag for profiles that have selected skills as Wanted. It indicates someone looking to connect with others who can share specific skills. These capacities appear in red on the right side of the card. Sharer is a tag for profiles that have selected skills as Available. It represents someone willing to teach or share those skills. These capacities appear in green on the right side of the card. Proficient is a tag for profiles that have selected skills as Known. It reflects the skills the user already has. These capacities appear in orange on the right side of the card. Wanted, Available and Known capacitiesThe Wanted, Available and Known capacities shown on the cards are those indicated on the profile in question. These will be used to add the tags Sharer, Learner and/or Proficient to the profile card and filter profiles according to your needs. Profile iconClick the circular profile icon or the profile image to open that user’s profile page. Save iconClick the save icon to add a profile to your list: the icon will fill to confirm it’s saved. Click it again to remove the profile from your list, and the icon will return to its empty state. To view your saved profiles, open the hamburger menu and click Saved profiles, or navigate directly to the page: capx.toolforge.org/feed/saved. This page is private and can only be accessed by the user it belongs to. Details on the filterYou can filter the profiles to look for those who match your needs. Filter by username (search bar)The first possible way is to filter by username. To do that, click on the search bar at the top of the Explore page. Enter the username you’re looking for, and the tool will show matching results. If you’re not sure of the exact name, start typing a few letters to filter and display profiles that match your search. Using the filterNext 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 filter by Capacities. Start typing the first few letters of a skill in the search box to quickly find matching capacities. As you type, matching results will appear in a list below the box. Click on a skill to add it to your search. You can select one capacity at a time, but you can add multiple capacities within the same search. Just click each capacity to include it in your filters. In Exchange with, you can choose to display profiles with Learner, Sharers, and/or Proficients tags. To select one of the options, click on the check box. To clear it, click once more. The selected option will be highlighted. Enter the desired username, and the tool will display matching results. If you’re unsure of the exact name, type a few letters to filter and show profiles that match your search. You can also filter profiles by Territories, Affiliation and Languages. To select your options, click on Add territory, Add affiliation 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, affiliation or language from your list, click on the delete icon ( 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 specific country on their territories will be shown. 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. You can do this from the cards in the Explore feed, from the user’s profile, or from the suggestion carousels on the logged-in home page.
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 button 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, and two buttons.
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.
To save a profile to your list, locate its card in the Explore feed or in the suggestion carousel on the homepage. 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.
You can also save a profile by accessing it directly via the user’s link or QR code. On the profile page, just below the username, there is a Save profile button similar to the one shown on user cards.
When a profile is saved to your Saved Profiles list, the save icon remains filled. Clicking the icon again removes it from the list, and the icon returns to its empty state.
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.
Note that since July 2025, CapX has been in volunteer maintenance mode. As a result, bug fixes and updates may take longer to be addressed.
To access it, click on the hamburger button 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 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.
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.
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, provide the same privacy and options.
To access the feature, click on the hamburger button 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.
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Details on messaging usersOn 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 MediaWiki Special:EmailUser service - 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. The tool automatically checks whether a profile is available. If the user exists in CapX, an Available label appears in green next to their name. If not, a red User not found label is shown - in this case, check for typos. It also indicates when the only contact option is the talk page (for users without an email address) with a orange email unavailable label. 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 ( 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 the Cancel button to go back to the edition page, or on Confirm/Send to confirm your choice and send the message to the intended 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 messagesIn the case of a message sent by email, you will receive a copy of it on 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 their 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, their 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 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. The tool automatically checks whether a profile is available and whether it has an email linked to it. If the user exists and has a connected email, an Available label appears in green next to their name. If no email is available, an Email unavailable label appears in orange. 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 privacyAs 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 find an event
Events on CapX are listed on the Events page. Its page can be accessed through the hamburger menu in the top-right corner of the screen or via the page’s direct link: capx.toolforge.org/events.
Currently, they can only be created by organization profiles. To learn how to create an event, see Section How to edit the organization profile of this user guide.
You can navigate the page by typing letters or keywords in the search field to filter the events, or by scrolling down to see all profiles that contain those letters/words.
You can also filter events to find those that best match your interests and needs. To do so, click the filter icon located on the right side of the search bar.
In the window that opens, select the Event format you want to view by checking the corresponding boxes. You can also search for Capacities by typing in the search field. As you type, matching skills will appear in a drop-down menu. Select the skills you want to include, then clear the search field to look for another skill. Repeat this process as many times as needed. Don't forget to click the Show Results button to view the events that match your interests and needs.
If an event catches your attention, click the View Event button to be taken to its Meta-Wiki registration page, where you can learn more and sign up.
How to join a Mentorship program
The Mentorship Programs page can be accessed through the hamburger menu in the top-right corner of the screen or via the page’s direct link: capx.toolforge.org/mentorship.
The pilot version of this feature is being developed in partnership with the Language Diversity Hub, the EduWiki Hub, the African Wiki Women initiative, and the Wikimedia Brazil chapter. To have your mentorship program included in CapX, please contact capx
wmnobrasil.org to check the possibility.
Each of the four programs is shown as a card with the initiative’s logo, key details, and a Subscribe button. At the top, you’ll see the program’s location, followed by the Registration period, which sets its status as open, upcoming, or closed. Each card shows a short description, the format (in-person, online, or hybrid), key Capacities, available Languages, and the number of subscribers.
Click the Subscribe button, then select your role as Mentor or Mentee. To close the window, click Close tab.
Each program has its own application form with questions tailored to its needs. Questions marked with a red asterisk (*) are required to submit your application. The form language is set by the organizing initiative and unfortunately cannot be translated by CapX translation tools.
When you finish, click Subscribe to submit your application, or Close to close the window and discard your changes. The information you provide is stored in the CapX database in encrypted form and can only be accessed using a public key held by the partner. The mentorship program coordinator will then contact you using the details provided in the form.
How to navigate the Organization List
The list of organizations, along with the events page and the policy page, makes up the set of CapX information available to non-logged-in users. However, to access the organization profile, you need to be logged in.
To access this feature, click on Organization list button at the top of the logged-out homepage, or in the menu on the right side of the tool after logging in. It is also possible to access it directly via the link: capx.toolforge.org/organization_list.
It contains cards for the organizations that have requested the creation of their profiles. In the absence of a responsible administrator for a profile, it will not be visible in the list. Access the item How to edit the organization profile in this user guide for more information on how to request and edit your organization’s profile.
Currently, users can browse and filter organization profiles by their names, skills, by their status as learner or Sharers and by their informed territories.
Organization profiles are displayed in cards that may contain the following items, depending of their availability on the profile in question:
- an image of the organization logo;
- an indication of the nature of the wanted exchange (sharer; learner);
- the organization name (in English or your preferred language);
- the skills;
- the territory indicated on the profile;
- an icon that redirects to the profile in question;
You can navigate the page by typing letters in the search field to filter the profiles by their names or by scrolling down to see all profiles existent in CapX.
The tool should be user-friendly and intuitive to navigate. If you want more information about how to navigate the Organization list click on the link below.
How to navigate Data in CapX
You can explore CapX data on the homepage or in the Data Analytics page. To access it, go to the hamburger menu in the top-right corner, select View statistics button on the homepage, or use the direct link: capx.toolforge.org/data_analytics_dashboard.
The Data analytics page displays real-time data from the tool’s database. At the top, you can see the Total number of users, how many New users have joined in the last 30 days, and the total number of messages exchanged since the feature’s creation.
Below this data, you will find a map visualization: the interactive map Wikimedians through the globe, colored according to data density. It is possible to explore the CapX database by filtering the number of Wikimedians, Languages, and Capacities across each of the eight Wikimedia territories.
If you want more information about how to navigate the Wikimedians through the globe click on the link below.
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It’s important to note that the data reflects CapX’s database. For the map to accurately represent Wikimedians across all territories, community participation is essential. Encouraging users to complete their profiles helps improve coverage and accuracy. And, with more complete data, the map becomes a valuable tool for strategic planning and for understanding capacity-building needs across the movement. The map Wikimedians through the globe is based on an updated SVG from Wikimedia Commons, designed to better reflect territorial proportions according to community consensus. It also includes an option to flip the map orientation (north or south up), reflecting decolonial perspectives and inspired by Joaquín Torres García’s 1943 work América Invertida. The default tab is Wikimedians, which shows Wikimedian Density by Territory. Clicking on the map opens a card with details for the selected region, and you can also access these cards by clicking the region name below the map. The card shows the number of countries in the territory and how many CapX Wikimedians have declared they are located there. It also includes the five Most Spoken Languages, with the number in parentheses indicating how many users speak each language in that region, followed by the five Top Capacities', including data on known and wanted skills. The density legend shows the region with the highest number of declared users. Click the Languages tab above the map to open the Languages by Territory view. Use Select a language to open the dropdown menu and choose a language. The map will then show the distribution of speakers across regions. Click a region to open its card with detailed language information. The density legend shows the region with the highest number of declared speakers. Click the Capacities tab above the map to open the Capacities by Territory view. Use Select a capacity to open the dropdown menu and choose a skill. When you select a skill, the map will display color density based on the location of users who have that skill in each region. On the right side of the selection, you can choose the view Type (All capacities, Known, Available or Wanted) to see specific information. Click a region to open its card with detailed skill information. Note that when you switch between the map tabs, the page data is also filtered to show only the information related to languages or capacities. To view all data again, return to the first tab on the map, Wikimedians. |
Below the map, you can access data on Languages, Territory, and Capacities as declared by CapX users. Click the arrow icon (
) next to the topic name to expand and view the related information.
In Languages, you’ll see a list of the most spoken languages and the number of Wikimedians who have declared them. To view more languages, click the Load more results + button.
In Territory, you’ll see a list of territories ranked by Wikimedian concentration. Next to each of the eight territories, you can see how many users have declared being located there.
In Capacities, you can see the number of users who have marked skills as either Available or Wanted, grouped into the seven main categories. Learners are users who have marked skills in that category as Wanted, while Sharers are users who have marked skills as Available.
You can also have access to the full database by establishing a partnership with CapX. For more information, please contact capx
wmnobrasil.org.
Comment traduire l'outil
Étant intégré à TranslateWiki, l'outil peut être facilement traduit dans n'importe quelle langue.
Il est important de noter que les traductions prennent quelques jours pour être disponibles dans l’outil, alors tenez-en compte si vous planifiez un événement communautaire, par exemple.
Il est également important de noter que les données extraites des projets Wikimedia doivent être traduites à partir de la source. La plateforme TranslateWiki permet la traduction du software, mais pas du contenu extrait des projets Wikimedia, comme les documents et les projets principaux du profil de l'organisation, le nom et la description des éléments du Capacity Directory, ni même le nom des langues affichées sur les profils CapX.
You are also invited to translate Capacity Exchange Meta-wiki {{CapacityExchange}} user template by clicking on the call for action Help translate this section at the top of the box on a user profile.
Chaque wikimédien est invité à traduire l'outil, que ce soit au niveau du software (via TranslateWiki) ou à partir des données issues des projets Wikimedia (traduction des éléments Wikidata et Wikimedia Commons). Ainsi, pour rendre Capacity Exchange disponible en plusieurs langues, les wikimédiens contribuent également à la traduction d'autres instances du Mouvement.
Si vous ne savez pas comment le traduire, cliquez sur le lien ci-dessous pour un tutoriel étape par étape.
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How to translate the software on TranslateWikiGo to the 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 ( 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 capacities from the Capacity DirectoryThe names and descriptions of the Capacity Directory are pulled from > Metabase and Wikidata. Therefore, in order to pull the translated content, it must exist translated in the respective databases. If you click on the information icon ( If the capacity information is not available in your selected language, you will also see a "call to action" box saying Translation needed. Then, a message: "Don't see this capacity in your selected language? Help us translate it on Metabase!" followed by a clickable link Contribute. Click to open a window where you can add information in your profile’s display language. You can also connect your Metabase account at the top of the window to associate edits with your username by clicking the Connect Metabase button. The Add translation window shows the skill name in English at the top, followed by the target language code. Enter the translated title and description in the fields provided. The original English text is displayed below for reference. To save your changes, click Save translation. To discard them, click Cancel. You can also access each item and translate them manually on Metabase and Wikidata by clicking on their respective QID links. Or you can translate all capacities at a time at the CapX Translate! page. How to use the Translate! pageYou can translate all skills into a specific language at once using the CapX Translate! page. You can access the resource page either from the hamburger menu in the top-right corner of the page or via the direct link https://capx.toolforge.org/translation. On this page, changes are automatically applied to Metabase using a dedicated bot. To associate translations with your Metabase username, click Connect Metabase button to link your account. A pop-up will open where you can sign in to Metabase and grant permission for the tool to make changes on your behalf. Click Allow to proceed, and than Close window, or Cancel to stop. If your account is connected, the box will turn green and show: Connected to Metabase as USERNAME. Edits will be attributed to you. To disconnect, click Disconnect in the right corner of the box. In the top bar, select the target language from the dropdown menu. You can also search for a specific skill by typing keywords, sort results alphabetically (A–Z or Z–A), and choose to show first translated or untranslated items. Click Refresh to apply your selected filters. The skills are displayed as cards. On the left side, each card shows the corresponding Metabase QID, the reference language (English), and the label and description in that reference language. On the right side of each card, you can enter the translation for the label and description in the target language. When finished, click Save to store your changes. Cards with unsaved changes will show a purple Edited tag in the top-left corner as a reminder. The counter in the top-right corner tracks your progress, showing how many skills have been translated and how many changes are still unsaved. How to translate Meta-wiki userbox?Users on Meta-wiki that have inserted the userbox module {{CapacityExchange}} in their pages will see a special userbox on it. At the top of this userbox, one can read, "Help translate this section". Click on each link to contribute to the CapX translation through Meta-wiki. By clicking on the link, you will have access to the tool for translating the original content (in English) into the default language of your Wikimedia account through the translation tool of the Meta-wiki project. Remember to log in with your Wikimedia account to register your contributions. 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 ( 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 the Publish translation button to publish your contribution. |