CZ:The Article Checklist: Difference between revisions

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Basically, the Article Checklist is (or will be, if we start using it) a set of standardized notes about every article in the ''Citizendium.''  The proposal on the table is to place this checklist on the "Talk" page of ''every'' article.  The checklist tracks data that we can use to organize article improvement projects and to compile new statistics meaningful to humans.
{{editintro}}


An example of the Article Checklist in use can be found at [[Talk:John Doherty (fiddler)]].  Note not only the checklist, but all of the "categories" listed at the bottom of the page: all of those categories are ''automatically generated'' by the checklist. If you're interested, feel free to play with the parameters of the template on that page, to see how they change the categories; you might want to [[#The template fields explained|see below]] for help doing this.
The '''Article Checklist''' is a set of notes placed on the [[CZ:Metadata|metadata page]] of every [[CZ:Article structure|article]] in the ''Citizendium''. Based on these, the checklist  compiles categories in each [[CZ:Workgroups|workgroup]]. We use these to compile statistics and to organize article improvement projects.  
 
The technically-minded may be interested to see the template found at [[Template:Checklist]], of which the checklist makes use.


== How it works ==
== How it works ==
The checklist is part of the article's metadata, a template page that is required when the subpages format is initiated. When creating the metadata template the empty checklist fields are preloaded from the [[:Template:Blank metadata|blank checklist template]] page into the article's metadata page (when you [[CZ:Start article with subpages|start a new page]] the {{tl|Subpages}} template, which you are instructed to start the article with, will help you do this), and then you can fill out the checklist by typing workgroup category names, numbers, and "yes"es and "no"s.


The metadata mechanism takes that information and spits out two things: (1) data formatted in a table, on all the separate pages that make up an article, and (2) adds entries useful categories such as "Developed Articles," "Stub Articles," and many others. (See below.)


An example of the Checklist [http://en.citizendium.org/wiki?title=Template:John_Doherty_%28fiddler%29/Metadata&action=edit in use]: on the  [[Talk:John_Doherty_(fiddler)| talk page], note not only the checklist (click on  "show" to see it in expanded form), but all of the "Categories" listed at the bottom of the page which are generated..


== How we could use this to organize massively distributed work ==
A complete list of articles in various categories can be found in {{checklist_categories}}


Initially, we might use the Article Checklist as part of a Big Cleanup, in which we do the above-listed "basic cleanup" items, including adding the Article Checklist, to all articles in our database.  There are many useful categories that would result, but most important perhaps would be the "status" information about the articles in our database (and thus, what percentage of articles are "developed," "developing and past stub stage," "stubs," and "sourced from elsewhere and undeveloped"), and how many articles are in each category.  This sort of data would be really useful for workgroups to get an idea of where they are at, what their needs are, and so forth.
The technically-minded may be interested to see the series of templates starting at {{tl|Subpages}}, which is the "engine" behind the checklist.


Also, these categories would make new projects possible: we could tackle orphans by workgroup; we could upload images and templates by workgroup (or alphabetically); we could expand stubs alphabetically, or by workgroup; we could make and execute some hard decisions about relatively unedited articles from Wikipedia, ''Britannica,'' and other sources.
== The blank metadata template ==
{{metadata_basic}}


== The blank template ==
== The template fields  ==


Here's a copy of the blank template that you could (but don't yet!) copy and paste onto the talk page of an article.
=== The 'pagename' field ===
This '''''must''''' contain the correct name of the article, or our system for gathering together the components of the article won't work.


<pre><nowiki>
=== The 'variant' field ===
This records the [[dialect]] of [[English language|English]] which the article is written in. Currently, valid values are:
* "AE" - American
* "AuE" - Australian
* "BE" - British
* "CE" - Canadian


{{checklist
=== The 'abc' field ===
|                cat1 =  
This ensures that articles are properly alphabetized.  Therefore, '''specify last name first,'''  (abc = Doherty, John), and move articles (''The'' etc.) to the end (abc = United States of America, The).
|                cat2 =  
|                cat3 =
|          cat_check =  
|              status =  
|              orphan =  
| templates_to_import =  
|    images_to_import =  
|            cleanup =  
}}


</nowiki></pre>
=== The 'cat_check' field ===
'cat_check' is used to indicate whether the category list (see below) needs to be reviewed by editors.  Put "yes" if you want someone to check over them or no if you consider them to be OK. 
This generates "category check" categories, such as [[:Category:Philosophy Category Check]].


== The template fields explained ==
=== The 'status' field ===
There are five options:
{|
|valign=top|0.
|valign=top|[[Image:Statusbar0.png]]
|valign=top|Approved article: approved by editor(s) (i.e., it has an approval template).
|-
|valign=top|1.
|valign=top|[[Image:Statusbar1.png]]
|valign=top|Developed article: complete or nearly so.  The two main criteria of a "developed" article are coverage of all topics the article "should" cover, as well as something close to a "suitable" length expected for an approved article. <br>'''Note:''' an exception is long articles sourced from Wikipedia that have not been changed very much; these are not "developed" but "developing," even if they are no longer "external" articles.  For a Wikipedia-sourced article to be "developed," it must have been ''entirely'' gone over by (a) Citizen(s), and the Citizen(s) must say that they have done all or nearly all the work needed for it to be approved.
|-
|valign=top|2.
|valign=top|[[Image:Statusbar2.png]]
|valign=top|Developing article: beyond a stub, but incomplete.  An article with over 100 words but which still needs quite a bit of work before it can be considered "developed." 
|-
|valign=top|3.
|valign=top|[[Image:Statusbar3.png]]
|valign=top|Stub: no more than a few sentences, i.e., under 100 words.
|-
|valign=top|4.
|valign=top|[[Image:Statusbar4.png]]
|valign=top|External article: from another source (such as [http://en.wikipedia.org/wiki/Main_Page Wikipedia] or the 1911 [http://www.1911encyclopedia.org/ ''Britannica'']), with little change.  An article is ''not'' external if it has had at least three significant changes in three different places to the wording of an article. The following are not significant changes: removing unused templates, etc.; spelling and minor rewording; and deletions.
|}


Here are explanations of each field on the checklist. Bear in mind that we can, especially now, add and remove fields.
Specify them by adding the appropriate number to the 'status' field. This populates categories that could be very useful indeed for us, including categories corresponding to each of the five options, as well as "Internal Articles" (combination of 0-3), "Nonstub Articles" (combination of 0-2), and "Advanced Articles (0-1)--and for each of the workgroups listed.


=== Workgroup category or categories ===
=== The 'underlinked' field – Underlinked article? ===
An 'underlinked article' has ''none'' of the main expected links.  For example, if "tree" is not linked from "[[plant]]" or "[[biology]]" or "[[botany]]" ''or any other'' expected "parent" topic, then it is an "underlinked article." 


Should be identical to the workgroup list found on the article itselfThis is necessary in order to generate certain categories automatically.
Mark yes/no as beforeWhen in doubt, mark as underlinked, or get advice.


Fill in 'cat1' before 'cat2' or 'cat3'.  [[Template:Checklist]] permits only three categories, 'cat1', 'cat2', and 'cat3'.
=== The 'cleanup' field – Basic cleanup done? ===
This variable,  is just yes or no (so, 'y', 'Yes', 'no', etc.). It indicates  that the article has gone through a "basic cleanup," which means
{{cleanup todo}}


=== Check categories? ===
=== The 'by' field – Checklist last edited by? ===
This field is  obsolete; please leave it blank.


The small-font parenthetical note is generated by 'cat_check'. This is used to indicate whether, in the opinion of the person filling out the checklist, the category list is OK or, instead, needs review by editorsSimply write 'y' or 'n' (or variations on these) for yes or no.
=== 'cat1' to 'cat3' fields – Workgroup category or categories ===
''Only'' workgroups found at [[CZ:Workgroups]] should be included here. This is necessary in order to generate certain categories automatically.  ''Do'' include the [[:Category:Topic Informant Workgroup|Topic Informant Workgroup]] if it is on the article page--and as any other "Project Workgroups."


This generates handy "category check" categories, such as "Category:Philosophy Category Check" or, if no categories are specified, "Category:General Category Check".
If  a particular workgroup is needed for an article, but no such workgroup is listed on [[CZ:Workgroups]], then please  set cat_check = y (that's the next line in the checklist); and make a note of your suggestion on the talk page.


=== Article status ===
Fill in 'cat1' before 'cat2' or 'cat3'.  The subpages system supports only three categories.


There are four options for 'status' (examples to be given later):
=== 'sub1' to 'sub3' fields – Subgroup category or categories ===
This is an experimental field category and is not yet official. It will be used to add subgroup categories if [[CZ:Proposals/Subgroups|the proposal]] passes.


# Developed article: complete or nearly so
=== 'tab1' to 'tab3' fields – Experimental inputs ===
# Developing article: beyond a stub, but incomplete
This an experimental category. It will be used to add one-off tab heading to the header that would be specific for one article or a small group of articles if [[CZ:Proposals/Should_we_allow_article_specific_subpages%3F|the proposal]] passes.
# Stub: no more than a few sentences
<!--
# External article: from another source, with little change
== The extensibility of the system ==
If this checklist can be retrieved and used through the metadata page of all new articles, clearly, we would like the data to be kept up-to-date, and the system extensible.


This populates categories that could be very useful indeed for us, including categories corresponding to each of the four options, as well as "Internal Articles" (combination of 1-3) and "Nonstub Articles" (combination of 1-2)--and for each of the categories listed. Thus, for example, if we have the Article Checklist on all of our articles, then we can produce a complete list of "Philosophy Stub Articles" or "Music Developed Articles" or "Biology Internal Articles".
The system is extensible in that it will be easy enough to add ''new'' fields to the checklist, as long as they are ''optional'' fields.  We might produce variables that allow us to keep track of other sorts of data we might find useful, for example, how much copyediting an article needs, whether the article has specific problems, such as stylistic problems, etc.  Any of these variables could then be used to track the maturity of an article, and (by producing appropriate categories) to organize large-scale efforts to tackle particular problems.
 
--!>
=== Orphan? ===
== Particular benefits ==
 
* We assign articles to [[CZ:Workgroups|Workgroups]].  As a result,
Check "What links here" in the toolbox (from the ''article,'' not the talk page)If nothing links here, then the article is an orphan. Yes/no as before.
** The "recent changes" function for each workgroup tracks the recent changes made to ''all'' of the workgroup's articlesFor example,  [http://en.citizendium.org/wiki?title=Special:Recentchangeslinked&target=Category%3ABiology_Workgroup recent changes for the Biology workgroup.]  
 
* We divide articles into five categories: approved (status = 0), developed (status = 1), developing (2), stub (3), and "external" (4), and lists of articles such as [[:Category:Biology Developed Articles|Biology Developed Articles]] and [[:Category:Computers Stub Articles|Computers Stub Articles]].
This will create a redundant list to [[Special:Lonelypages]], but it also allows us to discover, e.g., "Chemistry Orphans".
** This gives an overview of what proportion of our articles are at what stage of development. 
 
=== Need to import templates? ===
 
Variable is 'templates_to_import'Should be self-explanatory (for now).
 
=== Need to import images? ===
 
Variable is 'images_to_import'.  Should be self-explanatory (for now).
 
=== Basic cleanup done? ===
 
This variable, 'cleanup', is just yes or no (so, 'y', 'Yes', 'no', etc.).  What it indicates is that the article has gone through a "basic cleanup," which means
 
* Bold the article title, if necessary.
* Remove certain templates.
* Add workgroup category tag(s).
* Add (or remove) CZ Live tag as appropriate.
* Remove any category tags that are red.
* Remove all interwiki links.
* Check the "Content is from Wikipedia?" box if the article is sourced from Wikipedia.
* Complete the Article Checklist.
 
== To do ==
 
* Add 'by' field (for the person who filled out the checklist to get credit, and to date the data)
* Add 'alphabetize_by' field (for biographies etc. to be properly alphabetized)
* Think hard about a few other possible fields
* Create a sample updated workgroup page
* Create a "Big Cleanup" page
 
Any other suggestions?
 
== The extensibility of the system ==


In the future, we might place the checklist atop the talk page of all new articles.
<--!More benefits:
* We place "[[:Category:CZ Live|CZ Live]]" on all articles on which we've done significant work.  This is probably several hundred more than those that we are now taking credit for.  This generates our most visible statistic, and it also allows for alphabetical browsing; so it's important that we use that tag correctly.--!>


What is particularly interesting is that it will be possible to expand the template, so that we keep track of other sorts of data we might find useful--e.g., how much copyediting an article needs; whether the article has any number of specific problems, such as improper use of footnotes, not enough footnotes, stylistic problems, etcEach of these pieces of data can then be used to track the overall maturity of an article, and to organize large-scale efforts to tackle particular problems.
* We get a list of all articles  about living persons (at [[:Category:Topic Informant Workgroup]]This allows us to manage these sensitive articles more effectively.
{{Technical Help}}


There is no reason, moreover, that we cannot keep this data up-to-date.  This is not a foregone conclusion, but it seems entirely possible that people will develop a strong interest in keeping data about, for example, the "status" of the articles they work on--and thus, the other data as well--up-to-date.
==See also==
* [[CZ:Using the Subpages template]]
* [[:Template:No metadata template]]

Latest revision as of 17:23, 20 January 2021

[edit intro]

The Article Checklist is a set of notes placed on the metadata page of every article in the Citizendium. Based on these, the checklist compiles categories in each workgroup. We use these to compile statistics and to organize article improvement projects.

How it works

The checklist is part of the article's metadata, a template page that is required when the subpages format is initiated. When creating the metadata template the empty checklist fields are preloaded from the blank checklist template page into the article's metadata page (when you start a new page the {{Subpages}} template, which you are instructed to start the article with, will help you do this), and then you can fill out the checklist by typing workgroup category names, numbers, and "yes"es and "no"s.

The metadata mechanism takes that information and spits out two things: (1) data formatted in a table, on all the separate pages that make up an article, and (2) adds entries useful categories such as "Developed Articles," "Stub Articles," and many others. (See below.)

An example of the Checklist in use: on the [[Talk:John_Doherty_(fiddler)| talk page], note not only the checklist (click on "show" to see it in expanded form), but all of the "Categories" listed at the bottom of the page which are generated..

A complete list of articles in various categories can be found in

See also: CZ:Unchecklisted Articles

The technically-minded may be interested to see the series of templates starting at {{Subpages}}, which is the "engine" behind the checklist.

The blank metadata template

{{#switch: {{{info}}}

<!--general article properties-->
|       pagename = 
|        variant = 

<!--Required for checklist-->

|            abc =  
|      cat_check = 
|         status = currently no status
|    underlinked = 
|        cleanup = 
|             by = 
|           cat1 = 
|           cat2 = 
|           cat3 = 
|           sub1 = 
|           sub2 = 
|           sub3 = 
|           tab1 = 
|           tab2 = 
|           tab3 = 

<!--required for ToApprove template-->
|    article url = 
|    subpage url = 
|        cluster = 
|            now = 
|     ToA editor = 
|    ToA editor2 = 
|    ToA editor3 = 
|           date = 

<!--required for Approved template-->
|       A editor = 
|      A editor2 = 
|      A editor3 = 

}}<noinclude>{{subpages}}</noinclude>

The template fields

The 'pagename' field

This must contain the correct name of the article, or our system for gathering together the components of the article won't work.

The 'variant' field

This records the dialect of English which the article is written in. Currently, valid values are:

  • "AE" - American
  • "AuE" - Australian
  • "BE" - British
  • "CE" - Canadian

The 'abc' field

This ensures that articles are properly alphabetized. Therefore, specify last name first, (abc = Doherty, John), and move articles (The etc.) to the end (abc = United States of America, The).

The 'cat_check' field

'cat_check' is used to indicate whether the category list (see below) needs to be reviewed by editors. Put "yes" if you want someone to check over them or no if you consider them to be OK. This generates "category check" categories, such as Category:Philosophy Category Check.

The 'status' field

There are five options:

0. Statusbar0.png Approved article: approved by editor(s) (i.e., it has an approval template).
1. Statusbar1.png Developed article: complete or nearly so. The two main criteria of a "developed" article are coverage of all topics the article "should" cover, as well as something close to a "suitable" length expected for an approved article.
Note: an exception is long articles sourced from Wikipedia that have not been changed very much; these are not "developed" but "developing," even if they are no longer "external" articles. For a Wikipedia-sourced article to be "developed," it must have been entirely gone over by (a) Citizen(s), and the Citizen(s) must say that they have done all or nearly all the work needed for it to be approved.
2. Statusbar2.png Developing article: beyond a stub, but incomplete. An article with over 100 words but which still needs quite a bit of work before it can be considered "developed."
3. Statusbar3.png Stub: no more than a few sentences, i.e., under 100 words.
4. Statusbar4.png External article: from another source (such as Wikipedia or the 1911 Britannica), with little change. An article is not external if it has had at least three significant changes in three different places to the wording of an article. The following are not significant changes: removing unused templates, etc.; spelling and minor rewording; and deletions.

Specify them by adding the appropriate number to the 'status' field. This populates categories that could be very useful indeed for us, including categories corresponding to each of the five options, as well as "Internal Articles" (combination of 0-3), "Nonstub Articles" (combination of 0-2), and "Advanced Articles (0-1)--and for each of the workgroups listed.

The 'underlinked' field – Underlinked article?

An 'underlinked article' has none of the main expected links. For example, if "tree" is not linked from "plant" or "biology" or "botany" or any other expected "parent" topic, then it is an "underlinked article."

Mark yes/no as before. When in doubt, mark as underlinked, or get advice.

The 'cleanup' field – Basic cleanup done?

This variable, is just yes or no (so, 'y', 'Yes', 'no', etc.). It indicates that the article has gone through a "basic cleanup," which means

  1. For each article, complete this to do list:
    • Bold the article title, if necessary, where it appears in the first sentence or so of the article. Note that certain phrases, and "list of X" titles, do not need to be bolded. See Article mechanics.
    • Remove all unused (red) templates, category tags, images, and interwiki links. It might be a good idea to copy the templates and images to the talk page for people to reinsert later. Please don't remove links to nonexistent articles (unless you feel moved to work on the article: removing such links isn't part of the "assignment").
    • Add appropriate workgroup category tag(s). Please use only the workgroup categories listed under CZ:Workgroups. (Note, this page is linked on the left sidebar as "Workgroups".) If you think there needs to be a new workgroup created in addition to one that you've placed an article into, then when you fill out the checklist, simply specify: cat_check = yes to request that someone check over the categories. Also, add "Category:Needs Workgroup" (capitalization important) if, and only if there are no suitable workgroups for an article.
    • Add Category:Topic Informant Workgroup if necessary, i.e., if an article is a biography of a living person, profile of a company, group, etc.--essentially, any article that concerns an existing nonpolitical entity with legal interests.
    • Add (or remove) the CZ Live tag as appropriate. An externally-sourced (e.g., Wikipedia) article is "CZ Live" if there have been at least three significant changes in three different places to the wording of an article. Hints:
      • To determine whether an article should be marked "Live" you might have to click on the page history, and compare the most recent edit with the very first edit. Use the "diff" between those two versions to determine whether the article has been changed enough.
      • The following are not significant changes: removing unused templates, etc.; spelling and minor rewording; deletions; and shuffling text without changing it.
      • Any new article, even if a stub, is automatically "CZ Live".
      • You might wonder if Category:CZ Live is necessary, since we will be constructing Category:Internal Articles. Perhaps--but we should not remove Category:CZ Live or even stop from maintaining it well, until after we have created Category:Internal Articles as its replacement--which means, not until we have added The Article Checklist to all of our articles.
      • Articles that are "CZ Live" are internal (checklist 'status' = 0-3); articles that are not "CZ Live" are external (checklist 'status' = 4).
    • Check the "Content is from Wikipedia?" box if any part of the article is sourced from Wikipedia. To determine this, you might again have to look at the article history and look at the very first version of the article. If that has a lot of red templates and categories, it came from Wikipedia. NOTE: if, for whatever reason, this is the only edit that you want to make to an article, you have to make some small edit in the article text box as well (e.g., add a space at the end of a line--it won't show up). Otherwise your checkbox change won't be saved. Do look at the bottom of the page that there's a link to Wikipedia.
    • Hint: use page history! You should probably make a trip to the page history for most if not all articles. If you want to determine whether an article is sourced from Wikipedia, then just look at the first version in the edit history. Virtually all Wikipedia articles left in the database have templates and images (that we have not uploaded, and thus are distinctive red links). That should be enough for us to tell whether to check the "Content is from Wikipedia?" box. If you want to determine how much an article has been changed from its Wikipedia original, go to the page history and press the radio buttons next to the oldest and the newest edits, and hit "compare". You'll be able to see the differences there. We have mostly been assuming that the original-uploaded version is identical to a Wikipedia original. Note: if an article is an "external" article and it has not been changed enough to be considered "CZ Live," consider whether according to our deletion rules you should put the {{speedydelete}} template on the page (put this template on the article's talk page, please). Please do mark it for "speedy deletion," if appropriate.

The 'by' field – Checklist last edited by?

This field is obsolete; please leave it blank.

'cat1' to 'cat3' fields – Workgroup category or categories

Only workgroups found at CZ:Workgroups should be included here. This is necessary in order to generate certain categories automatically. Do include the Topic Informant Workgroup if it is on the article page--and as any other "Project Workgroups."

If a particular workgroup is needed for an article, but no such workgroup is listed on CZ:Workgroups, then please set cat_check = y (that's the next line in the checklist); and make a note of your suggestion on the talk page.

Fill in 'cat1' before 'cat2' or 'cat3'. The subpages system supports only three categories.

'sub1' to 'sub3' fields – Subgroup category or categories

This is an experimental field category and is not yet official. It will be used to add subgroup categories if the proposal passes.

'tab1' to 'tab3' fields – Experimental inputs

This an experimental category. It will be used to add one-off tab heading to the header that would be specific for one article or a small group of articles if the proposal passes.