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Op-ed

The VisualEditor Beta and the path to change

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By Erik Möller
Erik Möller is the deputy director of the Wikimedia Foundation, the non-profit behind Wikipedia and its related sister projects. This op-ed is the first of two that will examine the new VisualEditor, which allows editing without learning wikimarkup, but has proved controversial for a variety of reasons. (Update, 10 August: the editor who was going to write a response piece has decided that recent changes to the VisualEditor tool have assuaged many of his/her concerns; as such, the planned second op-ed will not be forthcoming.)
The views expressed in this op-ed are those of the author only; responses and critical commentary are invited in the comments section. Those wishing to submit an opinion piece of their own should email the editor-in-chief at least one week prior to their desired publishing date.
Erik Möller and the Wikimedia Foundation's Director of Product Development Howie Fung at an offsite planning meeting, July 2013. Photograph by Fabrice Florin.

One of the narratives I've heard a lot is that Wikipedia is unable to change, that it's too stagnant, too poorly resourced, too inherently resistant to change. I don't believe that at all.

Here are some of the technical changes we've partially or fully deployed in the last few months:

We've done this with a tiny engineering team by the standards of websites of our reach, working through a mountain of technical debt. We've done it with a QA team of two. We've done it with you. All these changes still need love, for sure.

Wikipedia was inspired by the free software and open source movement. All our software is open source. All the changes we make, the bugs we find, the discussions we have, the things we learn—we share. We continually improve in everything we do, both in what we do and how we do it.

When we embarked on the VisualEditor project, we knew it was going to be the most disruptive change to the user experience in the history of our projects, and also that it was going to be incredibly difficult. Anyone who says "what's the big deal—it's just a rich-text editor, there are a billion of those" doesn't have the faintest clue what's involved.

The single most complex thing to support: templates. What started as a simple idea (re-usable blocks of text) has turned the encyclopedia into a set of programmable documents, complete with a Turing-complete programming language. Every document is made up of in some cases hundreds or even thousands of transclusions that need to be updated dynamically whenever they change.

Because until now, as our software only had to spit out a single document for readers, it has been very tolerant of how templates are used. You can make almost any page content out of templates, including subway maps, football t-shirt graphics, vote result charts, chess diagrams, and of course citations. And templates can literally inject bits of markup into a page that don't make sense in isolation, but perform some function in the context of a table, inside image syntax, etc. (e.g. {{!}} which creates just the "|" that marks the boundary of a table cell).

There are two primary problems with this approach:

When we released the beta of VisualEditor earlier in July, a lot of users were legitimately upset that in many cases, it doesn't yet deliver on the promise of easy editing for everyone; it has bugs (it's a beta) and can be slow especially on large pages, while imposing a new cost to the community:

Besides bugs, a new editing environment means that new types of errors can be made. Deleting an infobox in a markup editor means selecting a whole bunch of text and consciously removing it. Deleting it in a visual editor means accidentally backspacing one time too many. Positioning markup for formatting consciously around text using cursor keys increases precision around spacing and encapsulation of characters. Using the mouse to select text increases the likelihood of certain types of selection errors. And so on.

We've made many changes and improvements already. There are additional affordances we can create to reduce user error. There are changes we can make to the parser to improve its handling of complex template constructions. And in the long run, there are features we can build to make graphics, charts and other rich content easy to create and edit without templates.

We also need to have conversations about the future of wiki markup (yes, there may be uses of markup that will need to be deprecated), about how and whether certain features can even be supported with markup (e.g. annotations, real-time collaboration), and about the unavoidable consequences of having users edit articles in a visual editing environment (yes, there are types of editing mistakes that are inherently more likely in such an environment—others are less so). If you're coming to Wikimania, we'll create opportunities to have these and other conversations with you in person throughout the course of the conference.

Even though it's difficult and disruptive, there was no alternative to getting VisualEditor in front of thousands of real users. While there is more polish that we should have given core features before launching the beta to as many users, I can also tell you with confidence that the level of initial disruptive impact would have been 80% the same even with 3-6 months of additional development effort. Given the level of complexity involved (number of browser/OS/device combinations, amount and complexity of existing markup including templates, types of user actions), there's really no way around it. And yes, we've done tons of automated parser testing on Wikipedia's content, which has enabled us to minimize wikitext<->HTML roundtripping issues.

But as disruptive as it has been, it's also been incredibly useful. The stream of feedback we've been getting is invaluable. The continuing improvement of template metadata is essential. Seeing real-world diffs on a day-to-day basis that show whether a specific thing we're changing has had the desired effect on real-world users (without self-selection bias) is the only way to make VisualEditor awesome. We need to update user documentation, welcome messages, videos, tutorials, workshop resources, etc. etc.

An off-again, on-again approach doesn't work well. We have to keep improving every week, not fall into a pattern where development is largely isolated from the real world impact of its decisions.

Being bold, failing quickly, improving iteratively has been the way Wikipedia has evolved from the very beginning, both in technology and content. I don't believe in the mythology that Wikipedia can't change—in fact, that is all it ever does. I believe in our resilience as a community, and our ability to make it through complex change together.

That said, let's find the best way to do this together, and take the principle of iteration seriously even in how the VisualEditor is deployed. We do have a ton of useful actionable feedback and data that we didn't have a month ago.

And we can make VisualEditor prominently accessible with appropriate caveats, without making it the default primary experience. In doing so, we need to ensure that we maintain a large and diverse number of users (IP address users, new accounts, experienced users) so that we can continually improve VisualEditor under real world conditions and avoid blind spots. We're open to exploring the best ways of accomplishing that goal, and will alter the current beta configuration soon.

One other thing I'm taking away from our beta experience is that we'll need to make it really trivial to set your primary editing experience—whatever the secondary option is needs to be minimally intrusive. Complaints about the section editing experience with VisualEditor are completely valid in that context, for example; the progressive disclosure of wikitext section edit links was a bad idea.

And no, we're not taking markup-level editing away. Some users may always prefer it over visual editing, even if the exact nature of the markup changes, and even if VisualEditor becomes the best tool it can possibly be.

The VisualEditor/Parsoid team has solved some really challenging problems already, but I also recognize that we still have a long way to go. We are listening, and are continuing to iterate, in partnership with you. Thanks to you for embracing change while helping us to get it right.

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  • I participated in the call to test VE before rolling it out to a wider group of editors. I do want to commend the developers for an outstanding degree of responsiveness to a wide range of concerns compiled in the utmost of haste. Bugs were corrected and suggestions implemented in a manner that exemplifies collaboration. I would not be satisfied intrinsically if I did not proffer these public kudos—well deserved. :) John Cline (talk) 04:59, 2 August 2013 (UTC)[reply]
  • As alluded to in the op-ed, we've now changed the configuration of the beta in the following ways: 1) "Edit source" is the primary option for both page-level and section-level editing. The animation for section edit links has been removed. 2) The VisualEditor "Edit" tab has a beta indicator on the tab, as do the section edit links. 3) When clicking the "Editbeta" link for the first time, users get a clear informational message informing them about the beta status of the software, suggesting review of changes, encouraging feedback, and advising on how to return to wikitext editing. 4) The "Edit source" tab is consistently labeled across namespaces to support muscle memory and reduce confusion between tabs. See Wikipedia:VisualEditor/August 2013 update for full background and rationale for these changes. Users who've disabled VisualEditor via the "Temporarily disable VisualEditor while it is in beta" option should not see any change to their experience.
    This is in response to the feedback we've received, and we hope we can agree on it as a reasonable way forward that adds appropriate caveats and makes it abundantly clear that VisualEditor is beta software, while maintaining a reasonable and representative level of beta usage as we improve it.--Eloquence* 05:46, 2 August 2013 (UTC)[reply]
  • Being a Signpost editor I should probably shut up. However, as someone who has occasionally been very critical of WMF engineering and product development, this time I want to congratulate the personnel who have worked hard to develop this major improvement. Already I'm hearing anecdotal evidence that editor-training sessions have been able to engage new editors and make bigger strides with them because the complexities of wikisyntax are no longer getting in the way at the initial stage.

    The storm of negativity from established editors is hard to believe, and makes me suspect that there's an attitude abroad that "if I had to do it the hard way, so should you". Established editors have two buttons to push: one for the status quo edit-box, and one for VE. Apparently this is disorienting and offensive, so it's simple ... please just don't push the VE button by mistake. And while you're at it, your continued helpful feedback to the engineers would be appreciated.

    A big thank-you to WMF engineers and any supporting volunteers; please keep up your very good work on this critical project. Tony (talk) 07:57, 2 August 2013 (UTC)[reply]

    To be fair, it was really easy to hit the wrong button by mistake, so long as it appeared in the same relative location as the Edit button on talk pages &c. Powers T 19:08, 2 August 2013 (UTC)[reply]
  • With the edit buttons switched in position and the usual edit button not needing me to scroll over it before it pops up I am much happier. Doc James (talk · contribs · email) (if I write on your page reply on mine) 09:30, 2 August 2013 (UTC)[reply]
  • Readers of this op-ed should be aware that there is an ongoing RfC regarding VE. Nikkimaria (talk) 14:12, 2 August 2013 (UTC)[reply]
  • Erik, congratulations on getting the VisualEditor™ out on schedule. Just out of curiosity, do you or anyone else have bonuses dependent on VisualEditor™'s roll-out? Delicious carbuncle (talk) 17:27, 2 August 2013 (UTC)[reply]
  • This is a useful insight into the VE development philosophy and challenges. Thanks for publishing it. - Pointillist (talk) 11:38, 3 August 2013 (UTC)[reply]
  • I think that the visual editor is far from complete. So I don't use it. If other editors like it, good for them, we are all happy. --NaBUru38 (talk) 13:49, 3 August 2013 (UTC)[reply]
  • Mediawiki is designed from the ground up with serialized text manipulation in mind. It's a very simple model and has pros and cons for that reason. Wikipedia has flourished in part because of that simplicity, a fact too often ignored. The problem is that we are now starting to demand features that do not easily fit into this serialized, text-based model; hence comments about the difficulties with the VisualEditor and "about how and whether certain features can even be supported with markup (e.g. annotations, real-time collaboration)". I have no doubt that if a new Mediawiki-like project were designed today from the ground up with a WYSIWYG-editor and real-time collaboration in mind, it would be an efficient, well-designed beautiful project. But we need to respect the design limitations of Mediawiki and be careful not to flex it too far. There's a chance if we keep bolting on "modern" features we are going to end-up with a Frankenstein-like beast that's sub-optimal from a design perspective for both text-based manipulation and real-time manipulation. Already I would say that new fundamental dichotomy in editing has made the project somewhat more complex to understand for both new and old users. Jason Quinn (talk) 14:55, 3 August 2013 (UTC)[reply]
  • I find this op-ed and comments quite depressing, as they reflect a very technical culture and view of the world. Surely these changes should be communicated in plain English to a non-technical userbase who won't understand the technical terminology used here, but love to write and know how how to use a word processor and simple blogging websites. I've been registered on Wikipedia for 5 years now and would have loved to be a regular contributor to many articles over the years, but in fact have a very low edit count because I can't cope with the technical complexity of using Wikipedia. That a Director of the Wikipedia Foundation chose to write a high level communication that seems to have been written for an IT development project audience instead of people who are passionate about editing an encyclopedia reflects that there is a long way to go in changing the culture of Wikipedia. Savlonn (talk) 09:29, 4 August 2013 (UTC)[reply]
  • A WYSIWYG editor was one of the first things I thought the project needed when I joined. Thanks for sharing the challenges involved so we can appreciate the 'monumentousness' of the release. I do think VE wouldn't have received such bad press had it been clearly labelled "beta" on the edit button to start with. But nevertheless, thanks to the project team for daring to break eggs to make this "omelette". The op-ed exposes one of the greatest banes to my editing experiences – the perpetual nested templates. -- Ohc ¡digame!¿que pasa? 06:38, 5 August 2013 (UTC)[reply]



       

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