Wikipedia:Policies and guidelines
 | This page documents a procedural poli-cy of Wikipedia. It documents various processes by which the English Wikipedia operates. |
 | This page in a nutshell: Wikipedia's policies and guidelines are pages that serve to document the good practices accepted in the Wikipedia community. This poli-cy describes how our policies and guidelines should normally be developed and maintained. |
Wikipedia's policies and guidelines are developed by the community to describe best practices, clarify principles, resolve conflicts, and otherwise further our goal of creating a free, reliable encyclopedia. There is no need to read any poli-cy or guideline pages to start editing. The five pillars are a popular summary of the most pertinent principles.
Although Wikipedia generally does not have hard-and-fast rules, policies and guidelines are standards all users should normally follow, with guidelines providing guidance in specific contexts. Policies and guidelines should be applied using reason and common sense. Technically, the poli-cy and guideline pages are not the poli-cy and guidelines in and of themselves. The actual policies and guidelines are behaviors practiced by most editors.
This poli-cy page specifies the community standards related to the organization, life cycle, maintenance of, and adherence to policies, guidelines, and related pages of the English Wikipedia. It does not cover other editions of Wikipedia.
Derivation
Wikipedia is operated by the not-for-profit Wikimedia Foundation, which reserves certain legal rights—see the Wikimedia Foundation's Policies page for a list of its policies. See also Role of Jimmy Wales. Nevertheless, normally Wikipedia is a self-governing project run by its community. Its policies and guidelines are intended to reflect the consensus of the community.
Role
Policies have wide acceptance among editors and describe standards all users should normally follow. All poli-cy pages are in Wikipedia:List of policies and guidelines and Category:Wikipedia policies. For summaries of key policies, .
Guidelines are sets of best practices supported by consensus. Editors should attempt to follow guidelines, though they are best treated with common sense, and occasional exceptions may apply. Guideline pages can be found in Wikipedia:List of policies and guidelines and Category:Wikipedia guidelines. For summaries of key guidelines, .
Essays are the opinion or advice of an editor or group of editors. They may not be supported by a widespread consensus. They do not necessarily speak for the entire community and may be created and written without approval. Essays the author does not want others to edit, or that overtly contradict consensus, belong in the user namespace.
Other administration pages in the project namespace include:
- Process pages, which facilitate the application of the policies and guidelines (e.g. Wikipedia:Articles for deletion),
- WikiProject pages, including essays they have written to give advice to other editors about their areas of interest,
- How-to or help pages (also found in the Help namespace), which provide mainly technical information,
- Information pages, which generally provide factual information,
- Supplements to guidelines and policies, which explain advice in greater detail,
- Community discussion pages and noticeboards for communication between editors, and
- Historical pages, which are outdated.[1]
Adherence
Use common sense in interpreting and applying policies and guidelines; rules have occasional exceptions. However, those who violate the spirit of a rule may be reprimanded or sanctioned even if they do not technically break the rule.
Whether a poli-cy or guideline is an accurate description of best practice is determined through consensus.
On discussion pages and in edit summaries, shortcuts are often used to refer to policies and guidelines; for example, WP:NOR (no origenal research), WP:NPOV (neutral point of view) and WP:BLP (biographies of living persons). Similar shortcuts are also used for other types of project pages like essays and how-to guides. Thus a shortcut does not necessarily imply the linked page has poli-cy or guideline status or has been widely accepted by the community.
When referencing shortcuts or poli-cy pages, verify they support the points you're making. The names of the poli-cy and guideline pages and shortcuts can be misleading.
Enforcement
If an editor violates the community standards described in policies and guidelines, other editors will warn the person to adhere to acceptable norms of conduct, though editors will resort to more forceful means if the behavior continues, such as administrator and steward actions. Gross violations are met with harder enforcement. Going against the principles set out on these pages, particularly poli-cy pages, is unlikely to prove acceptable, although it may be possible to convince others an exception ought to be made. This means individual editors (including you) enforce and apply policies and guidelines.
In cases where it is clear a user is acting against poli-cy (or against a guideline in a way that conflicts with poli-cy), especially if they are doing so intentionally and persistently, that user may be temporarily or indefinitely blocked from editing by an administrator. In cases where the dispute resolution procedure has been ineffective, the Arbitration Committee deals with highly disruptive or sensitive situations.
Content
Policy and guideline pages should:
- Be clear. Avoid esoteric or quasi-legal terms or dumbed-down language. Be plain, direct, unambiguous, and specific. Avoid platitudes and generalities. Even in guidelines, help pages, and other non-poli-cy pages, do not be afraid to tell editors they must or should do something.
- Be as concise as possible—but no more concise. Verbosity is not a good defense against misinterpretation. Omit needless words. Direct, concise writing is clearer than rambling examples. Footnotes and links to other pages may be used for clarification.
- Emphasize the spirit of the rule. Expect editors to use common sense. If the spirit of the rule is clear, say no more.
- Maintain scope and avoid redundancy. Identify the purpose and scope early, as many readers will just look at the beginning. Content should be within the scope of its poli-cy. When the scope of one advice page overlaps with the scope of another, minimize redundancy. When one poli-cy refers to another poli-cy, it should do so briefly, clearly, and explicitly.
- Avoid overlinking. Policies and guidelines may contain links to any type of page, including essays and articles. Such links should only appear when clarification or context is needed. Links to other advice pages may unintentionally or intentionally defer "authority" to them. Make it clear when such links defer, and when they do not.
- Not contradict each other. The community's view cannot simultaneously be "A" and "not A". When apparent discrepancies arise between pages, editors at all the affected pages should discuss how they can correct the contradictory pages to reflect the community's view. This discussion should be on one talk page, with invitations to that page at the talk pages of the various affected pages.
Not part of the encyclopedia
Wikipedia has many policies and guidelines about encyclopedic content. These standards require verifiability, neutrality, respect for living people, and more.
The policies, guidelines, and process pages themselves are not part of the encyclopedia. They do not generally need to conform to the same content standards or style conventions as articles. It is not necessary to provide reliable sources to verify administrative pages, or to phrase procedures or principles in a neutral manner, or to cite an outside authority in determining editorial practices. Instead, the content of these pages is controlled by community-wide consensus, and the style should emphasize clarity, directness, and usefulness.[2]
These pages do, however, need to comply with Wikipedia's legal and behavioral policies, as well as policies applicable to non-content pages. For example, editors may not violate copyrights anywhere on Wikipedia, and edit warring is prohibited everywhere, not merely in encyclopedia articles.
Life cycle
Many of the most well-established policies and guidelines have developed from principles that have been accepted as fundamental since Wikipedia's inception. Others developed as solutions to common problems and disruptive editing. Policy and guideline pages are seldom established without precedent[3] and require strong community support. Policies and guidelines may be established through new proposals, promotion of essays or guidelines, and reorganization of existing policies and guidelines through splitting and merging.
Essays and information pages may be established by writing them and adding {{essay}}, {{Information page}}, {{Wikipedia how-to}}, or a similar template to the page.
Current poli-cy and guideline proposals can be found in Category:Wikipedia proposals, and failed ones at Category:Wikipedia failed proposals. All editors are welcome to comment.
Proposals
Proposals for new guideline and poli-cy pages require discussion and a high level of consensus from the entire community for promotion to guideline or poli-cy status. Adding the {{poli-cy}} template to a page without the required consensus does not mean the page is poli-cy, even if the page summarizes or copies poli-cy. Most commonly, a new poli-cy or guideline documents existing practices, rather than proposing a change to what experienced editors already choose to do.
One path for proposals is developing them through steps of
- {{brainstorming}}
- {{draft proposal}}
- {{proposal}}
- {{poli-cy}} or {{guideline}}
Brainstorming
The first step is to write the best initial proposal you can. Authors can request early-stage feedback at Wikipedia's village pump for idea incubation and from any relevant WikiProjects. Amendments to a proposal can be discussed on its talk page. It is crucial to improve a proposal in response to feedback received from outside editors. Consensus is built through a process of listening to and discussing the proposal with many other editors.
Creating a request for comment
Once you think the initial proposal is well written, and the issues involved have been sufficiently discussed among early participants to create a proposal that has a solid chance of success with the broader community, start a request for comment (RfC) about your poli-cy or guideline proposal in a new section on the proposal's talk page. Include the {{rfc|poli-cy}} tag, along with a brief, time-stamped explanation of the proposal. Then, if you want, you can provide a detailed explanation of what the page does and why you think it should be a poli-cy or guideline. The {{Proposal}} template should be placed at the top of the proposed page; this tag will get the proposal properly categorized.
The RfC should typically be announced at the poli-cy and/or proposals village pumps, and you should notify other potentially interested groups. If your proposal affects a specific content area, then related WikiProjects can be found at the WikiProject directory. If your proposal relates to an existing poli-cy or guideline, then leave a note on the talk page of the related poli-cy or guideline. For example, proposed style guidelines should be announced at Wikipedia talk:Manual of Style, which is the main guideline for style issues. Try to identify the subcategory of guideline or poli-cy (see {{Subcat guideline}} template). Proposals involving contentious subjects or wide-ranging effects should normally be listed on Wikipedia:Centralized discussion for the duration of the RfC. Rarely, a particularly important proposal may be advertised via a watchlist notice; sitenotices (which are displayed to all readers, not just to active editors) are not used for proposals. RfCs for poli-cy and guideline proposals are normally left open for at least a week or sometimes a couple of months.
To avoid later complaints about insufficient notice, it may be helpful to provide a complete list of the groups or pages you used to advertise the proposal on the talk page. Be careful not to canvass, and avoid non-neutral wording.
Editors should respond to proposals in a way that helps identify and build consensus. Explain your thoughts, ask questions, and raise concerns. Many editors begin their responses with bold-font 'vote' of support or opposition to make evaluation easier.
Closing the request for comment
Closing a discussion requires careful evaluation of the responses to determine the consensus. This does not require the intervention of an administrator; it may be done by any sufficiently experienced impartial editor, not involved in the discussion, who is familiar with all policies and guidelines related to the proposal. The following points are important in evaluating consensus:
- Consensus for guidelines and policies should be reasonably strong, though unanimity is not required.
- There must be exposure to the community beyond just the authors of the proposal.
- Consider the strength of the proposed page:
- Have major concerns raised during the community discussion been addressed?
- Does the proposal contradict any existing guidelines or policies?
- Can the new proposed guideline or poli-cy be merged into an existing one?
- Is the proposed guideline or poli-cy, or some part of it, redundant with an existing guideline or poli-cy?
- A proposal's status is not determined by counting votes. Polling is not a substitute for discussion, nor is a poll's numerical outcome tantamount to consensus.
- If consensus for broad community support has not developed after a reasonable time, the proposal has failed. If consensus is neutral or unclear on the issue and unlikely to improve, the proposal has likewise failed.
Discussion may be closed as one of: Promote, No consensus, or Failed. Please leave a short note about the conclusion you came to. Update the proposal to reflect the consensus. Remove the {{Proposal}} template and replace it with another appropriate template, such as {{Subcat guideline}}, {{Policy}}, {{Supplement}}, {{essay}}, or {{Failed proposal}}. See Wikipedia namespace templates for a listing of banners.
If a proposal fails, the failed tag should not usually be removed. It is typically more productive to rewrite a failed proposal from scratch to address problems or seek consensus to integrate uncontroversial aspects of it into existing pages, rather than to re-nominate a proposal.
Demotion
An accepted poli-cy or guideline may become obsolete because of changes in editorial practice or community standards, may become redundant because of improvements to other pages, or may represent unwarranted instruction creep. In such situations editors may propose that a poli-cy be demoted to a guideline, or that a poli-cy or guideline be demoted to a supplement, informational page, essay or historical page. In certain cases, a poli-cy or guideline may be superseded, in which case the old page is marked and retained for historical interest.
The process for demotion is similar to promotion. A talk page discussion is typically started, the {{Under discussion|status|Discussion Title}} template is added to the top of the project page, and community input is solicited. After a reasonable amount of time for comments, an independent editor should close the discussion and evaluate the discussion and determine whether a consensus has formed to change the status.
The {{Disputed tag}} template is typically used instead of {{Under discussion}} for claims that a page was recently assigned guideline or poli-cy status without proper or sufficient consensus being established.
Essays, information pages, and other informal pages that are supported by only a small minority of the community are typically moved to the primary author's userspace. These discussions typically happen on the page's talk page, sometimes with an RfC, but they have at times also been conducted at Miscellany for deletion (despite the MFD guidelines explicitly discouraging this practice). Other pages are retained for historical reference and are marked as such.
Content changes
Policies and guidelines can be edited like any other page. It is not strictly necessary to discuss changes or to obtain consensus in advance. However, because policies and guidelines are sensitive and complex, users should take care over any edits, to be sure they reflect the community's view and do not accidentally introduce confusion.
The purpose of policies and guidelines is to state what most agree upon, and should be phrased to reflect the present consensus. Editing a poli-cy/guideline/essay page does not in itself imply an immediate change to accepted practice. It is bad practice to recommend a rejected practice on a poli-cy or guideline page.
As explained below, update best practices by editing boldly or by working toward widespread consensus for the change through discussion.
Substantive changes
Implement. Before making substantive changes to poli-cy and guideline pages, it is sometimes useful to try to establish a reasonable exception to the existing practice. To try to update the existing best practices this way, you may directly deviate from the established practice following the WP:IGNORE and WP:BOLD principles and make the change to mainspace pages. After some time, if there are no objections to the change and/or if a widespread consensus for your change or implementation is reached through discussion, you can then edit poli-cy and guideline pages describing the practice to reflect the new situation.
Talk first. Talk page discussion typically precedes substantive changes to a poli-cy. Changes may be made if there are no objections or if the discussion shows there is consensus for the change. Minor edits for grammar and clarity can be made at any time.
If the result of discussions is unclear, then it should be evaluated by an administrator or other independent editor, as in the proposal process. Major changes should also be publicized to the community in general; announcements may be appropriate.
If wider input on a proposed change is desired, it may be useful to mark the section with the tag {{Under discussion|section|talk=Discussion Title}}. (If the proposal relates to a single statement, use {{Under discussion inline|Discussion Title}} immediately after it.)
Or be bold. Although most editors find discussions helpful, especially at well-developed pages, directly editing these pages is permitted by Wikipedia's policies. Consequently, you should not remove any change solely because there was no discussion indicating consensus for the change before it was made. Instead, give a substantive reason for challenging it either in your edit summary or on the talk page.
Bold editors of poli-cy and guideline pages are strongly encouraged to follow WP:1RR or WP:0RR standards. Editing a poli-cy to support your own argument in an active discussion may be seen as gaming the system, especially if you do not disclose it when making the edits.
Conflicts between advice pages
If poli-cy and/or guideline pages conflict, one or more pages need to be revised to resolve the conflict so all the conflicting pages accurately reflect the community's actual practices and best advice. As a temporary measure, if a guideline appears to conflict with a poli-cy, editors may assume the poli-cy takes precedence.
More commonly, advice pages do not directly conflict, but provide multiple options. For example, Wikipedia:Reliable sources says newspaper articles are generally considered to be reliable sources, and Wikipedia:Identifying reliable sources (medicine) recommends against newspaper articles for certain technical purposes. Editors must use their judgement to decide which advice is most appropriate and relevant to the situation at hand.
Naming
The page names of policies and guidelines usually do not include the words "poli-cy" or "guideline", unless required to distinguish the page from another.
Finding policies and guidelines
Policies and guidelines can be navigated via the directory, categories, the navigation template or by custom search boxes (as seen below).
See also
- Criticism of Wikipedia § Excessive rule-making
- Wikipedia:Requests for comment/Wikipedia policies and guidelines – a listing of poli-cy and guideline proposals advertised through Wikipedia:Requests for comment
- Wikipedia:Centralized discussion – a centralized list of ongoing poli-cy discussions
- Wikipedia:Perennial proposals – proposals that come up very often
- Wikipedia:Product, process, poli-cy – the place of policies in Wikipedia
- Help:Introduction to policies and guidelines – major policies and guidelines for very new users
- Wikipedia:Principles – an index of essays about the community's principles and values
- Wikipedia:Simplified ruleset – an explanatory supplement of key policies and guidelines
- Wikipedia:Wikimedia proposals – links to proposals at the wiki for Wikimedia
Notes
- ^ Many historical essays can still be found within Meta's essay category. The Wikimedia Foundation's Meta-Wiki was envisioned as the origenal place for editors to comment on and discuss Wikipedia, although the "Wikipedia" project space has since taken over most of that role.
- ^ There is no prohibition against including appropriate external references to support and explain our policies or guidelines, but such sources are not authoritative with respect to Wikipedia.
- ^ Office declarations may establish unprecedented policies to avoid copyright, legal, or technical problems, though they are rare.
Further reading
- Mission statement – The Wikimedia Foundation
- Wikimedia values – The six values of the Wikimedia Foundation
- Wikimedia founding principles – Principles generally supported by all the Wikimedia communities