Greetings fellow wiki-researchers,

I'm currently a Wikipedian and a graduate student at Georgetown University's Communication, Culture, and Technology program in Washington, D.C. Some of you might remember me from this summer's Wikimania, where I presented "Conceptions and Misconceptions Academics Hold About Wikipedia: An Ethnography of Academics for the Wikipedian Community." Now, as I head into the final stage of my degree, I plan to perform the reverse study: an ethnography of Wikipedia, although hopefully for both academics and Wikipedians.

The main reason I am writing this rather lengthy message (which is also going to other places after some feedback here) is to inform the community about my research and hopefully gain some feedback about my specific protocols and techniques. Most importantly, I have to get the permission of my university's Institutional Review Board before I begin this research, and they require that I perform a good amount of ethical "due diligence" with the community beforehand. First, however, let me explain what I plan to do, which will lead into issues of informed consent, privacy, vulnerable subjects (children), and other thorny topics that require a response from members of the community.

Participant-observation guides my methodology. This involves entering the community as an editor and working with all of you in the course of doing what it is that Wikipedians do, as well as asking many questions along the way. In one sense, I will do what I have been doing over the past four years as an editor here: editing articles, participating in discussions and debates, and other encyclopedia-building tasks. However, an essential component that distinguishes this research is the interactive and intentionally-ignorant questioning of current community practices and beliefs as they happen. Particularly in disputes in which I will and will not be involved, I plan on asking Wikipedians to explain events, outcomes, and justifications that may seem trivial or commonsensical. The objective is to arrive at a better understanding of the way in which the community and the project operates on multiple levels – which my previous research indicates is grossly misrepresented in contemporary academic and popular culture.

The main issue with such a study is informed consent, which means making sure that any "interventions" I make while researching do no harm to human subjects. If a researcher is using surveys, interviews, or clinical trials, informed consent is usually secured with a signed form or click-through page that generally states the participant knows he/she is the subject of research and agrees to have their actions made public in certain ways. If I were only doing surveys or interviews, then this wouldn't be an issue; nor would it matter if I were simply observing Wikipedia but not contributing. The issue arises when I become an active participant in Wikipedia as a researcher representing my university for the purpose of collecting and publishing data.

For obvious reasons, it is incredibly difficult if each time I entered, for example, a deletion debate, I had to get the formal consent of everyone involved before participating. I am told that because of the public nature of Wikipedia's on-wiki communication, I can get the informed consent requirement waived – if and only if I can show an alternative way of establishing informed consent that reflects current community practices and norms, as agreed-upon by community leaders or representatives. Now, the traditional anthropological strategy would require me to go to Jimmy Wales or the Board and negotiate with him/them about the various protocols. However, I think there is a better way specific to Wikipedia, and that is creating a page in the Wikipedia namespace where we work out what protocols any generic ethnographic researcher ought to follow. This way, any other ethnographers don't have to re-invent the wheel.

So this is where all of you come in, I trust. I've created a page at Wikipedia:Ethically researching Wikipedia. It the following tentative guidelines/protocols that I – or any ethnographer – would follow in order to make sure that on-wiki interventions inform participants of my research and protect everyone involved:

1.I will recognize that as an ethnographer, I am a guest of the Wikipedian community and the Wikimedia Foundation. As such, I will respect any decisions made by the community, the Arbitration Committee, or the Wikimedia Foundation regarding the way in which I participate in the project and collect data about my experiences.

2.I will fully disclose myself as a researcher of Wikipedia on my account's userpage and user talk page. Here, I will explain who I am, what I am doing and why, my research protocols, ways to opt-out of research, and University administrators or faculty members who can be contacted if concerns arise with my research.

3.I will have a signature that shows my status as a researcher of Wikipedia to let editors know that I am interacting with them in such a role. This will include a link to the above research description and my talk page. Feor example:[[User:Staeiou|Staeiou]] ^{[[User:Staeiou#My Research|I'm researching Wikipedia]]}_{[[User_talk:Staeiou|Questions, concerns, comments?]]}. I will sign every contribution I make to talk or process pages.

4.When collecting data and publishing results, I can refer to th specific actions of editors or quote them using their username. I can also publish information they have made public on userpage, their edit/log history, and the results of various programs that analyse publicly available data like Interiot's edit counter.

5.I will let editors opt-out of my research. Any editor will be free to tell me that he or she does not wish to be a subject in my research. If this happens, I will not communicate with him or her further, and I will exclude from my research any existing data specifically based on my interactions with him or her.

6.If my research leads me to communicate with Wikipedians off-wiki – whether via e-mail, chat, in person, or other medium outside of the public wikispace – I will use established interview-based research protocols to establish informed consent. This means that those who communicate with me off-wiki will be initially informed of my research project and asked to digitally consent to such communication being used for research purposes. I will work to mutually establish the privacy of data collected in each situation: if the conversation can be quoted, paraphrased, or alluded to; if the author can be attributed by name or username; or if the entire conversation is off-the-record.

7.I will work to minimize risks to subjects by focusing on topics directly or indirectly related to Wikipedia, encyclopedia-building, and the community. To protect subjects, I will not discuss personally sensitive topics, such as editors' past or current illegal behavior, sexual behavior, medical or psychological care, and drug or alcohol use. If editors express these or other personally sensitive topics, I will not include them in my research.

If anyone has any modifications or additions, please let me know, or better yet, change it yourself! I've marked it with {{proposed}}, and I'd like for it to get some sort of review or consensus.

Thanks for reading this long message. I am very excited to finally be working on this research project, and hope to hear from some of you soon. R. Stuart Geiger (Staeiou)