courtesy call on PM before editing one of their files

+16 votes
522 views

Puzzled me, I see fairly frequent mentions that before someone dives in to edit a profile that they should perhaps? approach the PM to ask permission. 

 Under what conditions pertaining to the profile and / or the PM SHOULD the wannabe editor contact / inform the PM that they are about to revise the profile ? 

Or is this just the IMO of some people on the g2g forum and that there IS NO official policy about approaches / contact / informing the PM the profile is going to be revised, edited, altered, fixed 

Because I have yet to be approached by anyone ahead of time  -- I find out after the fact on the watchlist feed

NO complaint here, just want some clarification about this 

in Policy and Style by Susan Smith G2G6 Pilot (657k points)
retagged by Ellen Smith
Basic bottom line is you can edit etc an OPEN file which has NO PM without concern about permission, advisement, notification, communication of intent ... BUT If the file has a PM, even a PM who has not been active in 12 or more months, beware.

As to an OPEN profile you are under constraints -- so long as you are adding a source, no harm done. So long as you do not disturb any other part of the text, or any part of the assertions made in the creation of the profile, no harm done.

7 Answers

+17 votes

Here is the Wikitree help page about communication before editing: https://www.wikitree.com/wiki/Help:Communication_Before_Editing

by Joe Farler G2G6 Pilot (151k points)
Thanks, Joe.  Always good to be eminded.
+28 votes
Always a good question to ask, Susan.  I am one of those who don't usually ask permission or advise a PM before working on a bio.  Most times, believe it or not, I simply forget in the haste to work whilst I can.  I see it from the angle of PMs are managers of a profile, not owners.  And the Help page bears that out, mostly advising that there is no need to 'ask'.  But here I will explain my thoughts: if I were to amend something that has been written in a bio, I check the Changes tab and contact the PM first.  But, in instances where what appears for a biography is little more than a gedcom-toss or a couple of dates thrown out there, then I am writing the bio and not amending it.  I am sincerely sorry if I offend people because that is not the intention, but I do not have the time to await responses to go ahead when I am working on projects.
by Kenneth Evans G2G6 Pilot (247k points)
+26 votes
So if you want a rule-of-thumb:

If you're going to ADD something (like a source, or a correct spelling), just do it.

If you're going to CHANGE something (like a date, a location, a relationship), ask first - and make sure you have a source ready to hand to prove it!
by Ros Haywood G2G Astronaut (2.0m points)
Pretty much what I do, Ros. I also correct, say, things like “1900 census” with the actually citation from FS.

On profiles managed by PMs who share a interest, I’ll message a cousin to ask to be put in the trusted list or just to say I’ve got a lot of stuff to add. Just a courtesy to someone who is working quite a few profiles in which we share kinship.

What's one to do if PM disregards info from Help pages:

"Changing FAG Memorial back as it is the preferred method of sourcing  per the "Help:Links to FindAGrave" page".

The response was entered in the "Explain your changes" box:

Edited Source Information. Please don't change to your "accepted" format.

SMH

SMH is probably all you can do...unless you feel like filing an MIR

I've went that route before ... Too much trouble and time ... Rather use my time more constructively than that. For the good of WikiTree, I'll consider it. For the mean time I added this to that "Explain your changes" box:

Just for the record it was NOT my "accepted" format. It's the "accepted" format of a "Help" page. See Honor Code.

+16 votes

I'm in Kenneth's class here. I'm currently working on deeper profiles, those of the Mayflower line, mostly pre-1700's. If the profile is just a basic outline (no bio written, just data with a few sources perhaps). I delve in and write the bio adding sources to all the info I'm writing. (Example: Elisha Higgins), see the changes tab to see what was there before I started. If the bio has been written and I've found new sources, I may do a little tweaking to the bio to add the source and it's relavant information. If I find what appears to be incorrect information in a bio, I may add (not delete) the sourced information, probably in a separate section in the bio, "Research Notes", and leave it for the PM to incorporate, or not. I do check to see if the PM or others on the trusted list are active, and if not, I may just make the change. 

If there's been recent activity, or it looks like I may be making changes that are perhaps 'controversial,' I'll post what changes I propose, and leave a comment to alert the PM and anyone else (example: Lydia Sparrow).

Bear in mind, that if something is actually wrong, you can revert the change. What we don't want to do, I think, is discourage positive changes. We want to encourage participation that adds quality to the tree. Try to let go of the feeling of possessiveness and ownership of profiles. We're stewards and want good final products.

by Bobbie Hall G2G6 Pilot (347k points)
+7 votes

Considering that, in reality, I only know information going back to my great grandparents, anything beyond that comes from the previous work of other genealogists. We all actually depend on others for assistance. If some major changes are being made, I'm going to reach out and explain, or ask questions. Otherwise, i'm jumping in.

.

by Matt Melcher G2G6 Mach 1 (19.7k points)
+12 votes
I am not new, although very often feel that I am new to WikiTree. A little while back there was a g2g feed about being bold, experiment and going for it because it could always be put back to where it was.

I thought that here on WikiTree no one owns a profile, we are all one shared tree and everyone should feel free to contribute.

There is always (hopefully) going to be an infux of new people and the learning curve that comes when you join WikiTree.

If we remain rigid vs encouraging new people to learn and grow and tackle projects, etc. then WikiTree will stop growing.

Just my 2 cents....
by Louann Halpin G2G6 Mach 7 (71.2k points)
What is there about Louann's "2 cents" comment that causes a RED FLAG????
I would seriously like to know what the red flag means? Thank in advance for letting me know.
Probably someone clicked in error, there's nothing to flag in your comments.
Thank you Bobbie. My heart is pounding away in fear of what have I done wrong!
Louann, you have done nothing wrong, so relax.

Sometimes flags happen due to what I have seen folk call "fat finger syndrome" (smaller mobile device users), sometimes it's because a new-to-G2G user thinks it's the same as a like or an upvote.

Normally the flag is used to call a moderator's attention to something offensive or spam.  When some of us see a flag on a post that is clearly not those, we mention it in the hope that the person so flagging it had done so in error and will see the query and remove the flag.  (Or a moderator might see it and remove it.)
Thank you for the explanation Melanie. Now I'll take a big deep breath and relax!
+8 votes

Like Louann, I'm not a newbie...I am part of the BioBuilders team and when I come across a profile I can significantly improve, I will. I don't amend what's there, UNLESS it's so and so was born in year and passed away in year. Those two statements I amend to so and so was born on specific date, to whom, and where, and so and so died on this specific date, location of death and where they are buried. But I also add all of the other information I can find on that person and I'm pretty thorough). I use inline citations to support what I've added or "been more specific (amendments)" about. I usually check to see if it's an active profile manager, AND how many contributions they have made to WikiTree, how many people they are adding (I've found that most of the profiles that I come across people are just adding people and not really elaborating). What I do not do, is mess with the formatting if there is any of the biography. If it's an active manager, I'll shoot them a quick private message telling them that I am or that I did. 99% of the time I am told, just be bold, you don't have to tell me.

On the flip side of the coin, I have a specific formatting that I use in the profiles that I manage, and the biographies that I build. If a profile manager doesn't like the formatting I'm not offended that they remove it...what does bug me is in the profile I manage, I've got people coming in and removing my formatting without so much as a by your leave. I've had a couple of people change my FAG sources from what is on the help page to a shortened form that shows absolutely nothing but find a grave and the memorial number, while the link still works...I don't want to have to go to the link to look at the information, If there is nothing wrong with my source (if it ain't broke), don't "fix it". I ended up getting referred to a mentor because I fussed about somebody messing with my formatting before when I was new...but yet we are also told to be bold. 

It's very confusing...and here's the thing...if a profile manager doesn't like something we did (I stopped complaining about it and just fix it back to the way I had it), there are a couple of options...fix it the way they want OR use that nifty button to undo the changes. (Which we are told to go ahead, not to be afraid because if we make a mistake it can be fixed). I for one appreciate when someone enhances a profile I manage. I find out about it in my Family Activity Feed, and 9 out of ten times I send a thank you from there. 1 out of 100 times I will send a private message to the person asking them why they did something. 1 out of 1000 times I will send them a private message asking them not to remove the formatting or "fix" the formatting of the profiles I manage. (I sound kind of harsh here, but I am polite but firm about it when I do...I'm more of a diplomat than a bully). 

And no I don't mind if anyone chooses to use the formatting that I shared above. I designed that document to share with someone who asked for it. And no I don't have a problem, with after you have copied it, you adjusting your copy to fit your own style. I developed that for me for the BioBuilders challenges. Please do not alter the original, only because you will mess it up for other people...I have my own copy on my external hard drive that I use.

by T Counce G2G6 Mach 7 (73.6k points)
edited by T Counce
Very interesting template, well thought out. My "style" doesn't use a lot of subheaders, more "Register style," but I can see how yours would be very useful.
Google docx says access denied.
Yes: ironic, isn't it, that we have to 'have permission' to access...
Bobbie Hall what did you do that it sent me a request for access? I didn't know that was an issue until I received your request.

from my phone.
When I clicked on your link above, it gave me a google docs display that said I didn't have access, but gave me a button to click to request access. I don't know the exact wording because it now allows me access.

Thank you Bobbie smiley

Ros and Terry here is the sharable link, if you still can't see the document, please let me know. I'm still learning how to use Google Docs:

https://docs.google.com/document/d/1yTJDMeh_6fI4iS32otdCww-77HfZb4wfsHshq0O6xbQ/edit?usp=sharing
Yes, it worked for me.

Awesome, thank you Ros for letting me know! heart

I fixed the link in my original comment.

Related questions

+10 votes
1 answer
+11 votes
3 answers
+17 votes
7 answers
+11 votes
1 answer
699 views asked May 15, 2022 in Policy and Style by Steve Ryan G2G6 Mach 8 (82.6k points)
+6 votes
1 answer
150 views asked Mar 29, 2017 in WikiTree Tech by Ellen Smith G2G Astronaut (1.5m points)
+7 votes
4 answers
+6 votes
2 answers

WikiTree  ~  About  ~  Help Help  ~  Search Person Search  ~  Surname:

disclaimer - terms - copyright

...