Strategy/Wikimedia movement/2018-20/Recommendations/Plan Infrastructure Scalability/pt

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Planejar a escalabilidade da infraestrutura
Conexão com outras recomendações
Conexão com outras recomendações

This recommendation proposes the idea of planning for infrastructure upscaling on a continuous basis to meet the needs of Movement stakeholders and the goal of sustainability. This is supported by the recommendations ‘Coordinate Across Stakeholders’, ‘Evaluate, Iterate, and Adapt’, ‘Ensure Equity in Decision-Making’, and ‘Innovate in Free Knowledge’.

O quê?
Wikimedia 2018-20 Recommendation 13.svg

Precisamos, de forma constante e consistente avaliar, planejar e refinar a nossa infraestrutura para que todas as partes interessadas do Movimento possam participar. Nossa infraestrutura abrange as plataformas e processos tecnológicos de áreas como defesa, desenvolvimento de capacidade ou parcerias.

Devemos criar um ecossistema fluido, para que nossa infraestrutura atenda às nossas necessidades à medida que crescemos. Nesse sentido, para realizar uma mudança significativa, o planejamento da escalabilidade da infraestrutura exige que se leve em conta a gestão e avaliação de riscos, assegurando espaços de tomada de decisão inclusivos e que permitam a coordenação, estabeleçam protocolos e funções e responsabilidades, e invistam em recursos suficientes na implementação.

Por que?
Por que?

While the Movement has organically grown in many areas, we must acknowledge the challenges that could bottleneck our plans of achieving the strategic direction[1]. Any structured plan for scalability requires a Movement-wide process to iteratively evaluate the current infrastructure, communicate its needs, and make decisions in order to plan and execute the solutions to prepare for the future[2].

In a decentralized volunteer-based environment like Wikimedia, communication is probably the most central part of this process to (1) let peers evaluate and express their contribution needs, and (2) to make them aware of the importance of the changes required for scalability. Today many significant changes tend to be entangled and slowed down in a lack of cohesion and expansion capacities that affect the final resulting quality[3]. This lack of coordination is due to the separation between volunteers, technical contributors, and developers in the community and inadequate support and communication capabilities for them to work together.

In addition, the changes needed to modify our systems for scale are often misunderstood or rejected because of insufficient coordination or a lack thereof[4] attributable to inadequate or deficient communication channels[4]. Redressing challenges and reconciliation is often stagnant or progresses upwards at a crawling pace[5]. In addition, lack of training affects our ability to scale utilizing volunteer contributors and partners. Today this results in technical contributors often at their own discretion in terms of maintenance and upgradation of their tools[6] and both users and partners can experience technology (e.g., GLAM tools) as a barrier rather than a bridge[7].

Even though communication plays an essential role in the upscaling Wikimedia infrastructure, one must also consider the importance of inclusivity in these conversations[8]. Scaling often requires weighing or leveraging for various outcomes, for example, our global goals to give access to knowledge to as many individuals as possible (quantity) may have a different strategic purpose than our goals of being more inclusive and provide beneficial services to under- and unrepresented groups (quality)[9]

Finally, considering the necessity of planning for the evaluation of the infrastructure’s scalability, we must consider the limiting consequences of not adequately allocating resources for risk assessment and implementing adequate solutions. In Wikimedia, this currently happens in a bureaucratic structure that fails to consider variances of scale are important for growth adequately.[10]

Como?
Como?

To ensure that we continually plan for scalability, we propose to iteratively evaluate the current infrastructure, communicate its needs between stakeholders, and make decisions to execute the solutions to prepare for the future[11]. We recommend an approach based on several actions.

We must create dedicated teams or Movement entities to analyze our infrastructures with a focus on optimization and risk assessment to ensure the scalability and sustainability of the Movement. The analysis of our infrastructures must include a complex set of criteria, such as resource distribution and legal protection for handling risk in limited geographies[12], investment in modern and efficient developer tooling to support community and other developer capacities[13], cutting-edge technologies to build content partnerships[14], and decisions on whether platform improvements could come from external sources or partners[15].

We must ensure that every stakeholder is represented in the decision-making that affects them. We need governance structures that are inclusive, usable, accessible, in a multilingual and friendly environment, which handles disruptions and toxic behavior and adheres to ethical as well as privacy and security protocols[16]. We propose investing in solutions for supporting community discussions and participatory decision-making on technology and systemic enhancements to be fine-tuned by constructive and inclusive debate, as well as consensus-building at scale, taking into consideration the diversity of our communities and those not present in them yet.[17]

We must improve the communication and coordination spaces aimed at different stakeholders as they are essential to continue planning and implementing solutions to improve infrastructure scalability. These spaces need to provide a good user experience to serve users from different cultures and diversities in various ways that they have deemed meet their needs. We must ensure that our platforms, practices, and policies have better support structures that promote work ease in routine processes and align with modern practices.[18]

To adequately provide structural support in communication and coordination, we need three spaces for different stakeholders involved in the infrastructure planning, development, and use to ensure that they are connected to follow the process of iteratively making the infrastructure scalable. One space (1) for the diverse segments of the Movement that are dealing with key areas for scalability and thus need to be closely coordinated, ie. technology infrastructure, governance, and resource distribution (both with each other and with the communities/partners they serve in order to assess the risk, plan, and generate the solution, make decisions for implementation, and complete the final development); another space (2) for partnerships and people working on specific content areas (GLAM and others) that require specific tools needing updating and upscaling to produce content; and a third space (3) for opening the Movement to include external and third-parties who may use our software to other purposes and expand it with new functionalities and capacities valuable to us[19]. Such third-party partnerships and developers can also support and make way for working on modern technologies, as in Artificial Intelligence, Machine Learning and others, as deemed necessary[20]. These communication spaces, with clearly defined roles and responsibilities, will also make evident support systems for mentoring and training, as well as organized code review and other processes, such as documentation writing.[21]

We must make all processes regarding infrastructure development transparent to engage more stakeholders in them. This needs to be complemented with an investment in the necessary skills peers require to understand the issues that relate to scalability. Engaging community members in product roadmaps will assist in establishing a wide consensus to meet the goals of our Movement. Transparency and skill development regarding the rationale behind decision-making also offer windows of opportunity to upscale or downscale as per the learning/findings[22]. Such actions would also impact large scale content partnerships, where tools and technological solutions have relied heavily upon the individual mastery of skills.[23]

Resultados esperados
  • Criar equipes ou entidades do Movimento de dedicação exclusiva para analisar nossas infraestruturas com foco na otimização e avaliação de risco, para garantir a escalabilidade e a sustentabilidade do Movimento. [24]
  • Criar espaços de suporte estrutural com regras de participação claras, para atender às necessidades das áreas de tecnologia, governança e distribuição de recursos; parcerias e outros colaboradores; e desenvolvedores terceirizados. [25]
  • Investir em soluções e processos de comunicação para apoiar discussões comunitárias, tomadas de decisão participativas e desenvolvimento de consenso de alto nível. [26]
  • Adotar um plano delineando funções, responsabilidades e práticas para integrar, treinar, monitorar e manter colaboradores técnicos em várias áreas. [27]
  • Elaborar um processo para facilitar a comunicação entre desenvolvedores e outros colaboradores técnicos para criar redes, coordenar a inovação e fornecer e obter suporte, além de opinar sobre decisões e alocações de recursos que afetem as comunidades. [28]
Referências
Referências
  1. Hindi Wikimedia community-at-large, March-April 2019, resource allocation thematic area, WM Austria, June 2019, Diversity thematic area
  2. Arabic Community Conversations, May 2019, Resource allocation thematic area
  3. Spanish community, May 2019, Capacity Building thematic area
  4. a b Diversity R4: Planned community diversification, Diversity R7: Decentralized administrative structure for resource allocation, Product & Technology R2: Support Community Decision-making
  5. Product & Technology R6A: Improve Technical Contributor Engagement
  6. Product & Technology R6A: Improve Technical Contributor Engagement, Product & Technology R6B: Modernize Technical Contributor Tooling
  7. Partnerships R3: Shared ecosystem of services and tools for content partnerships, Product & Technology R6A: Improve Technical Contributor Engagement, Product & Technology R6B: Modernize Technical Contributor Tooling
  8. Advocacy R2: Diversity
  9. New Voices Synthesis report.
  10. Advocacy R2: Diversity, Capacity Building R3: Capacity Building Should Occur in Context, Community Health R11: Aligning resource allocation with community health goals, Diversity R7: Decentralized administrative structure for resource allocation, Resource Allocation RC: Recognize privileges / Design for equity, Igbo Youth Salon, August 2019, Diversity thematic area
  11. Igbo Youth Salon, August 2019, Diversity thematic area
  12. Advocacy R10: Protection of Advocates, Capacity Building R1: Building Capacity for Capacity Building, Capacity Building R4: Provide Capacity Building for Organizational Development, Community Health R4: Structure for handling conflicts- before, during and after, Community Health R9: Opening the circle: All terrain readiness, Diversity R4: Planned community diversification, Product & Technology R6A: Improve Technical Contributor Engagement, Resource Allocation RD: Distribute existing structures
  13. Product & Technology R10: Developing an Evolving Technology Vision and Strategy
  14. Partnerships R3: Shared ecosystem of services and tools for content partnerships
  15. Product & Technology R7: Realize the Potential of the Third-Party Ecosystem
  16. Product & Technology R8: Movement Technology Ethics Review Process, Product & Technology R9: Monitoring Product Trust and Availability, Product & Technology R10: Developing an Evolving Technology Vision and Strategy, Advocacy R5: Advocacy Hub, Capacity Building R10: Independently governed Capacity Building ‘Unit’, Capacity Building R4: Provide Capacity Building for Organizational Development, Community Health R1: A joint set of rules we all agree to live by, Community Health R2: Redefining power structures to better serve the communities, Community Health R5: Investing in building an inclusive global community, Diversity R5: Reflective policies for participation and governance, Partnerships R2: Wikimedia as steward of the Free Knowledge Ecosystem, Product & Technology R3: Shared ecosystem of services and tools for content partnerships, Product & Technology R1: Evaluate and Decentralize Technology Components, Product & Technology R3: Open Product Proposal Process, Product & Technology R10: Developing an Evolving Technology Vision and Strategy, Roles & Responsibilities: Scenario (Hybrid)
  17. Product & Technology R2: Support Community Decision-making, Product & Technology R4: Deployment Council
  18. Partnerships R3: Shared ecosystem of services and tools for content partnerships, Product & Technology R6A: Improve Technical Contributor Engagement, Product & Technology R6B: Modernize Technical Contributor Tooling
  19. Partnerships R2: Wikimedia as steward of the Free Knowledge Ecosystem, Partnerships R3: Shared ecosystem of services and tools for content partnerships, Product & Technology R7: Realize the Potential of the Third-Party Ecosystem
  20. Partnerships R3: Shared ecosystem of services and tools for content partnerships, Product & Technology R8: Movement Technology Ethics Review Process, Augmentation Content Curation DRAFT
  21. Product & Technology R6B: Modernize Technical Contributor Tooling
  22. Product & Technology R2: Support Community Decision-making
  23. Partnerships R3: Shared ecosystem of services and tools for content partnerships
  24. Advocacy R10: Protection of Advocates, Capacity Building R1: Building Capacity for Capacity Building, Capacity Building R4: Provide Capacity Building for Organizational Development, Community Health R4: Structure for handling conflicts- before, during and after, Community Health R9: Opening the circle: All terrain readiness, Diversity R4: Planned community diversification, Product & Technology 6A: Improve Technical Contributor Engagement, Resource Allocation RD: Distribute existing structures
  25. Partnerships R2: Wikimedia as steward of the Free Knowledge Ecosystem, Partnerships R3: Shared ecosystem of services and tools for content partnerships, Product & Technology R7: Realize the Potential of the Third-Party Ecosystem, Product & Technology R1: Evaluate and Decentralize Technology Component, Product & Technology R4: Deployment Council
  26. Product & Technology R2: Support Community Decision-making, Product & Technology R5: Disseminate Product Knowledge
  27. Product & Technology 6A: Improve Technical Contributor Engagement, Product & Technology R6B: Modernize Technical Contributor Tooling
  28. Product & Technology R5: Disseminate Product Knowledge, Product & Technology 6A: Improve Technical Contributor Engagement, Product & Technology R6B: Modernize Technical Contributor Tooling