위키백과 보존서고/프로세스/파트너에게 연락하기

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Wikipedia Library owl.svg 위키백과 보존서고

MartyMchale.jpg

파트너 피치 가이드

논문 퍼블리셔로부터 상호간에 유익한 기부 끌어내기

기부 파트너십에 대한 접근은 이 프로그램의 이점과 더불어, 지속적으로 기부를 할수 있는 과정을 이끌어내는 과정등이 포합됩니다. 우리는 이 과정을 가리켜 "꼬집기" 라고 하는데, 왜냐하면 파트너에게 정보와 도구를 제공하고, 그들의 기부가 위키미디어 커뮤니티에 이익이 되는가를 판단하기 때문입니다. 우리는 이런 꼬집기 도구들이 파트너를 쉽게 결정하는 도구가 되었으면 좋겠습니다, 특히 여러분이 토론할수 있는 조직내의 사람이 있다면 주저말고 사용하는걸 추천드립니다.

누가 파트너를 꼬집을수 있을가?

대부분의 파트너들의 꼬집기는 역사적으로 볼때 TWL 팀이 끈질기게 붙어서 이뤄졌습니다. 왜냐면 지금도 우리는 서서와 퍼블리셔간의 네트워크 구축을 위해 시간과 에너지를 들이고 있기 때문입니다. 우리는 위키백과와 같이 위키백고 보존서고가 커뮤니티를 통해서 성장하길 원하고 있습니다. 그래서 우리는 위키백과인, 지역 지부, 그리고 다른 위키백과인들이 파트너십을 지원하기 위해 이 프로세스를 다시 이용하길 원합니다.

즉, 파트너를 피칭 할 계획이라면 (Sam)에게 알리는 것이 좋습니다. 연락중인 조직을 추적하여 커뮤니티가 동일한 파트너와 여러 대화를 시작하지 않도록합니다 (우리의 분산 된 커뮤니티는 발행인이 협력하기 어려울 수 있습니다. 일반적인 비즈니스 관계는 단일 연락 창구를 통해 다른 발행인 및 도서관과 이루어집니다). 이 추적은 주로 파브리케이터에서 이루어집니다.

이전에 파트너 관계를 피칭하는 데 앞장서 지 않았다면 절차를 논의하기 위해 전화 또는 화상 통화를 예약하고 싶습니다. 파트너는 때때로 어려운 질문을 할 수 있으며 위키백과 커뮤니티 회원이 외부 조직을 설득하는 경험을 쌓도록 돕고 싶습니다. 위키백과를 지원하므로 작업에 대한 자신감을 갖게됩니다.

누구에게 투고해야합니까?

출판계에서 모든 연구 도구가 동일하지는 않으며 각 위키백과 커뮤니티는 신뢰할 수있는 출처를 구성하는 것에 대해 서로 다른 정책을 가지고 있습니다. 파트너십을 만들 때 연구 데이터베이스 또는 출판 파트너가 충분히 신뢰할 수있는 출처를 가지고 있는지, 그리고 리소스를 사용할 가능성이 가장 높은 언어 커뮤니티가 설립 된 경우 파트너십을 활용할 수 있는지 평가하려고합니다. 지역 위키백과 언어 커뮤니티가 출처를 인용으로 안정적으로 사용하지 않는 경우 파트너는 낙담 할 수 있으며 해당 파트너에게 연락하는 데 소요 된 시간이 다른 봉사 활동에 더 많이 사용되었다고 느낄 수 있습니다.

To assess if a publisher or research database is a good fit for your community, we recommending exploring the following questions before pitching the partnership:

  • Does the platform have a strong reputation in library or research communities outside the Wikimedia community? (Try searching Google in the platform's main language to see if libraries have recommended the source to their patrons).
  • Has your local language Wikipedia community used resources from the platform as a reference in the past? (Try finding a URL pattern that covers their resources and check it with Special:LinkSearch).
  • Does the platform provide access to source materials that would be considered reliable sources under your local languages policies? (Try checking the Wikidata item for that policy to find your local language community's policy or recommendations).
  • Do you have demand for that source, from at least a handful of community members? (On meta and some Wikipedias, we have created request pages that allows editors to make their requests).

If you can answer yes to at least half of the questions above, it's likely a good fit for your community. However, even then, not all partnerships will be readily used; sometimes a publisher is simply not well known by Wikipedia editors and/or they find it hard to decide if the available resources would be useful to them.

Getting to the right person

Getting in the door generally falls into three different levels of possible return:

Low return
  • Unprompted emails.
  • Cold calls to corporate customer service or sales numbers.
Medium return
  • Contacting a specific individual within the organization who is in the right department. Often people in charge of publisher relationships, nonprofit partnerships, and/or marketing make good targets.
High return
  • Contacting people directly that we already know and have an informal relationship with.
  • Talking to people we meet at conferences, and providing them with a handout and business card.
  • Working with partners recommended by a peer, where someone at one publishing organization will point us to someone who would likely be interested in another organization.

Discussing the donation program with new partners

Once you have found the right person, you will often have a call with them to affirm their understanding of the program. If being conducted in English, one of the TWL team would be happy to join this call to assist the conversation. Please contact Sam if you would like someone to join you. Typically the conversation will progress as follows:

  1. Introduce yourself to the partner and describe your affiliation with the program (e.g. Volunteer Coordinator, Project Organizer, Coordinator for the Spanish Wikipedia Library, etc.) This gives credence to our commitment as a community and allows you an opportunity to highlight the growing size of the program.
  2. Give a little information about the Wikipedia Library program and its main goal: getting the best sources into our editors' hands so that they can edit Wikipedia! Emphasize that Wikipedia is only as good as its sources, and if our editors have specifically requested a partner's resources let them know. Mention the many existing partnerships we have with leading publishers and aggregators such as Oxford University Press, Elsevier, De Gruyter, JSTOR, Springer Nature, and EBSCO. It might be worth including names that are more within their field as well (for example Newspapers.com competes in a similar market with Newspaperarchive.com).
  3. Ask them if they have any questions about our process. Be prepared for lots of questions and be ready to answer them (see below for the most common questions we see).
  4. If you don't know the answer to a particular question, it's always OK to say you'll find out and email them with details after your call.
  5. Conclude by saying thank you, and always plan a next step, whether that's a conversation with another decision-maker in the organization, an example of a signup page, a draft memorandum of understanding, some data showing impact, or other request. Always have a next step!

Common questions

Before meeting with the partner, prepare yourself to talk about the Wikipedia mission and community, the Wikipedia Library donation model, and the role that the Wikimedia Foundation has in supporting the program. Below are the most common questions that we have received from publishers in the donation program so far. For best results, you should read this ENTIRE PAGE before you make your first call as it provides lots of language, phrases and soundbites that have been useful in the past.

Why would we want our work affiliated with something anyone can edit? What does that do for the authority of our texts?
  • We are choosing editors who have lots of experience in the community, thus they have demonstrated they will represent the information and knowledge with the community's verifiability policy in mind. The text they add will just be a summary of the content you hold, not a copy/paste. Our community is fairly academically conservative, in that we require authoritative sources to back all of our claims (at least this is the case in English Wikipedia; make sure to localize your explanation for the community you are representing).
  • The users in our community are mostly hobbyists, so they care about representing scholarship accurately because they are invested in that information being shared with other people accurately.
  • Recent surveys by libraries and other researchers show that most academics, student researchers and members of the public start their research at Wikipedia. They frequently have the tools to go and find those sources, even if they are paywalled or not linked. Having a citation without a link now will eventually pay off in encouraging people with access hubs to request more access.


Will your editors be copying/posting the articles or documents to Wikipedia? We don't want copies of our work/data/information being distributed widely...
  • Be clear that protecting copyright is our problem too.
  • To make sure that Wikipedia is published under an open license, we cannot allow copying of material that isn't expressly released from copyright claims. The community is very active at self-policing these issues: we have both semi-automated tools and editor screening that works to prevent these issues. Moreover, the editors we are giving access to are people with considerable community experience and a good reputation within that community.
  • We have specific terms in our user expectations that forbid mass downloading, distributing, access-sharing, or data mining.
  • The account donations are still between you and the volunteer editors; your Terms of Use still apply.
  • Any suspicious conduct can result in immediate termination of access at your discretion at any time for any reason.
  • Editors will only be using your sources as cited references; they won't be re-using or copying the content of the sources to Wikipedia.


How many editors would use our source? How big of a donation would we be making?
  • This depends on the access model the publisher wants to move forward with. If they're interested in the Library Bundle, see the access methods section below for details. If they want to provide a specific number of editors with access, read on.
  • Before the meeting you should think about the scope of the demand for the source. How many editors are highly active in this area that meet the signup criteria?
  • Emphasize that we work in a wide range, from 20 accounts for a niche source or pilot program to 500 or 1000 for a broad resource or partnership. Make a mental goal beforehand, based on how our previous donations have worked.
  • If the partner seems apprehensive about giving too many accounts, offer to start with a set amount and increase it in batches according to demand.
  • Don't discourage large donations if a partner is enthusiastic but make sure to note that it might take us a while to distribute all the accounts.


We don't have individual account access opportunities; could we give a group account? Or vice-versa, we don't have a good way to give group access, can we focus on individual subscriptions?
  • We have experience working with both. Whatever process works best for the partner is what we are happy to do. We are very flexible on this.
  • Some partners are happy to set up accounts for each individual editor, others give us a single login, and others even provide the account coordinator with the tools to set up free accounts directly.


Do we need to sign a contract?
  • We have an optional memorandum of understanding (MOU) which is a lightweight and low-formality agreement that we have developed and refined with our other partners. There are several things to know about the MOU:
    • The MOU offers a clear non-binding agreement to outline the expectations of our relationship.
    • The Wikipedia Library rarely uses formal "contracts," because much of our work is done by volunteers around the globe, who are not formal members of the legal entities within the Wikimedia Community (WMF, Chapters, etc). Formal contracts need to go through one of these entities.
    • MOUs can be signed with either the partner organization or the team responsible for the "brand" being given as access to our volunteers.
  • Some partners choose to donate without an MOU, either because they don't want to process it through their legal department or they simply feel comfortable enough without it. We're happy either way.


We don't have permalinks for article content on the open web, or we don't have open access previews for the sources, so how will your readers find and access the source once it's cited on Wikipedia?
  • We ask Wikipedians to always cite where they found a source, and to give as many possible ways as possible for how to access it.
  • We create custom templates for recommended citations to your sources.
  • Some of our partners have worked to strengthen their permalinks and landing pages so that readers click through to an ideal summary or abstract that also provides access options. This will benefit more than just our editors and readers: you will likely see greater visibility of your sources amongst other users citing your databases as well.
  • Most of our citation metrics rely on the ability to search standard identifiers (i.e. DOIs) or URL prefixes, so consistent linking schemes help us demonstrate the impact of the donation.

Library Card Platform and authentication

We distribute access through our centralised signup tool, the Library Card platform. When pitching partners you'll want to let them know that we can grant access to their content through IP-based authentication (also known as proxy-based access).

Here is the information you'll need to know when discussing this with partners:

Proxy authentication

When users access content through a normal library they typically make use of proxy authentication, whereby they can use a single login to get access to all the available content across many different websites. We have integrated OCLC's EZProxy software to facilitate this access method. If a publisher supports IP-based authentication we strongly recommend you present this as the default option. It makes the workflows easier for the community, the Wikipedia Library, and most importantly editors.

  • IP-based access reduces the time between user signup and access by removing the need for partners to set the accounts up. The access is controlled by the account coordinator(s), who can respond to a user within a few days. Individual account setup processes can typically take 1-3 weeks.
  • Related to this, it reduces the burden on partners to need to put work in. After the initial agreement there is no longer a requirement for someone to be setting up accounts on the partner's end.
  • This is likely to increase the amount of resource usage due to the improved ease of access.
  • In more general terms, this is the kind of access that users expect from a library.
  • Approximately 50% of partners are using this access method.

Library Bundle

If a partner wants to be part of the Library Bundle, then users who meet the criteria (500 edits and 6 months editing - as is currently the case - in addition to 10 edits in the last month and not being blocked) will automatically be granted access to their content. This automates the manual user approval step, removing applications entirely.

  • When users are searching for material, they're usually looking for a particular resource, and either want just that one resource from a partner, or want access to the resource right away - waiting for a week just isn't useful.
  • Additionally, when they receive access, that access is usually for a whole year, taking up one account for that amount of time for one or two resources isn't an efficient way of doing things.
  • The approximate number of users who are eligible for automated access under this model is 25,000. This seems like a scary number, but to put it in perspective, we only have approximately 50 users per day using the proxy server to access content.
  • This method will help to catch the 'long tail' of users who only want access to one or two resources, but don't want to take up an account for a whole year.
  • We think this also greatly increases the number of users citing the partners' content.
  • This method will become even better when we have implemented a search tool - Library Bundle content will be highlighted and users are likely to prefer it.
  • 15 partners have agreed to use this method so far, and we're happy to trial it for a period of time with partners. We know that this will seem like a more drastic change, and aren't pressuring partners to go with it too much.

Search and discovery

Beyond the new access options, we're going to be providing new ways of finding content. Under the current model (and even after the library bundle is completely integrated), users still need to know which partner, database, or aggregator contains the content they need, which is often an unrealistic expectation. We will therefore be building a search tool, which allows users to search through the content of all our partners (and probably open access content) at the per-source level.

  • This will greatly improve the discoverability of sources from partners whose content is less obvious (e.g. aggregators, niche sources)
  • Library Bundle content will be immediately accessible from the search results.
  • Users will have an easier time learning which partners they want to apply for access to.

If you have any further questions about our plans and any of the above information, please drop Sam an email.

Email

Make sure to replace [the words in brackets] with specifics relevant to the partner you are contacting!

There are two types of email you might want to send. The first is for a full partnership with The Wikipedia Library through which many (10+) editors will be able to receive accounts. The second is a request for one (or a few) accounts for a niche source that isn't likely to be of interest to the wider editing community.

A note on language

We recognize that much of the material that we are sending to partners uses a language of benefit that is uncommon in our mission-driven world. Frankly, this is the language partners understand and how they are used to speaking. Links, visibility, and other aspects that speak to exposure address existential needs for publishers in the increasingly online world of journals and reference; they simply make for persuasive arguments, applying Pathos (emotion), Ethos (authority of communication) and Logos (logic) that speaks directly to their needs. Our partners work with us no doubt in part because it benefits them. It also greatly benefits us. In short, these are mutually beneficial collaborations which provide our top editors with excellent resources and don't otherwise place demands or restrictions on them in any way. We're being pragmatic because, well, it works.

Partnership draft

  • Subject: Partnership with Wikipedia

Copy from here down

Hello from The Wikipedia Library,

My name is [Name] and I work with Wikipedia. To advance our awesome mission of sharing knowledge with every person on the planet, we nurture partnerships and collaborate with people, organizations, and institutions that deepen and grow the world of reliable information. I want to briefly tell you about a project we run that I think your organization might be interested in.

The Wikipedia Library collaborates with publishers by facilitating a donation of access to select, top volunteer Wikipedia editors who go on to edit the encyclopedia using donated resources as summarized, cited, and linked references.

We currently work with more than 60 partners, including Oxford University Press, JSTOR, Springer Nature, Elsevier, de Gruyter, EBSCO, ProQuest, and Gale, among others.

Not only do our partners serve Wikipedia's inspiring mission, they also see increases in the exposure of their content on Wikipedia. Some of our partners have even seen 200-600% growth in the number of links from Wikipedia references to their site. I have included more information about our process in the "How it works" section below.

The information below should be useful in explaining our account facilitation process, but I would also be very happy to set up a meeting to discuss further any questions you have.

I hope the rest of your week goes well,

[name]
[Title]
The Wikipedia Library

How it Works It's a pretty simple, positive-relationship model: You would provide qualified and prolific Wikipedia editors free access to your collections. The amount of editors receiving access is up to you: it could be a pilot of 30 (like we started with Elsevier), or it could be 1000+ (like we are doing with De Gruyter).

Editors apply through our Library Card platform (https://wikipedialibrary.wmflabs.org/), and our coordinators approve them based on trustworthiness and history of positive contributions - and then collect and/or distribute information needed to get them access. In one model, you can give us access codes which we deliver to editors ourselves; in another we can collect editor email addresses and have you set up and deliver access directly to them. If you support IP-based access, we can use EZProxy to make this process easier for everyone.

Editors would then use their access to cite and link directly your resources across highly trafficked Wikipedia articles. When readers of Wikipedia articles check a reference on Wikipedia and follow the URL, it would lead them to your resource providing increased visibility and the potential for broader awareness of your services (and possibly new users).

The access relationship is ultimately between you and the individual editors, so in addition to all of our signup and usage expectations, all of your terms of service still apply. Most important of these are the restrictions on access: no mass scraping, downloading, distributing, or datamining--and no sharing accounts with others. You retain the right to revoke access at any point; we patrol proper usage of resources per our inherent commitment to avoiding copyright violations (Wikipedia is very open, but we cannot share copyrighted information while maintaining an open license).

That is the basic sketch, but the details are all customizable to your needs, comfort level, and preferences.

I've attached a generic Memorandum of Understanding to this email so that you can see the kind of agreement we often sign with partners.


END OF DRAFT EMAIL, STOP COPYING

Remember to attach a pdf of the draft Memorandum of Understanding!

Individual draft

This email is structured less strictly than the partnership email because you should tailor it to your specific experiences and requirements. Feel free to reword sections as necessary for your topic area and resource.

  • Subject: Wikipedia editor account

Copy from here down

Hello,

My name is [Name] and I'm a volunteer editor on Wikipedia. I write articles on [Topic] and find your resources particularly useful when researching and providing linked citations in the articles I write.

Unfortunately, however, [some/all] of your content is paywalled and thus inaccessible to me. I don't have the funds to personally pay for a subscription to your resources, and so was wondering if you might be able to provide me with an account that I could use in my work on Wikipedia. This would allow me to make more and better use of your resources, in turn improving the visibility and number of links to your website.

This is a model already being used with many of the biggest publishers such as Oxford University Press, EBSCO, and JSTOR through The Wikipedia Library program where a large number of accounts are donated to Wikipedia editors, however in this case I'm simply looking for [one/a few] account to improve Wikipedia's coverage of [niche topic area].

Please let me know if you have any questions.

Best,

[Name]

Followup

In a followup email or conversation, make sure to communicate these simple, easy next steps:

  1. You select a product and a number of accounts
  2. We review and sign the draft MOU
  3. We set up a signup page on our Library Card platform (e.g. https://wikipedialibrary.wmflabs.org/partners/26/)
  4. We decide how exactly is easiest to transfer access and/or codes
  5. We promote open signups, vet editors, collect necessary information, and transfer editors access
  6. We collaborate on some optional social media or press releases if you'd like
  7. Our editors hopefully add lots of your content to Wikipedia
  8. We can find one of our editors to write a blog post about their experience using your resources
  9. We provide you with metrics about the number of links from Wikipedia

Note that it could take as little as 2–4 weeks to be up and running!