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New Metrics Template Update: Chat-platform-inclusivity.md #525

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90 changes: 47 additions & 43 deletions focus-areas/project-and-community/chat-platform-inclusivity.md
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# Chat Platform Inclusivity

Question: How do you review Chat Platform inclusivity for your community?
**Question: How do you review Chat Platform inclusivity for your community?**
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Suggested edits:

How inclusive are the chosen chat platforms for open source community work?



## Description
## Overview
Chat Platform Inclusivity measures the inclusivity of chat platforms used in open source communities for real-time communication, including shared chat rooms, video conferences, and other synchronous interactions. Chat Platforms support a healthy project by enabling cross-team collaboration in different skill areas, helping peer collaborators find and interact faster, increasing project transparency, allowing team members to identify potential problems before they occur, and saving time by cutting across organizational hierarchies. Persistent Chat Platforms also become a reference for newcomers to familiarize themselves with project history, practice, and culture..
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Please remove the two periods at the end of the paragraph.

A well-moderated chat platform fosters transparent communication, accelerates innovative problem-solving, and creates a welcoming environment for all contributors, leading to project success, sustaining contributors and increased participation. Chat platforms should support diverse and equitable participation, also ensure that contributors from all backgrounds feel valued and can engage freely
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An inclusive chat platform fosters transparent communication, accelerates innovative problem-solving, and creates a welcoming environment for all contributors, leading to project success, sustaining contributors and increased participation. Chat platforms should support diverse and equitable participation, also ensure that contributors from all backgrounds feel valued and can engage freely.


Open Source communities need places for contributors to interact and engage with each other. Much of this communication is likely to be project-related, but there may also be spaces for general social connection with other contributors. This metric describes synchronous communication in Chat Platforms, which include platforms for public shared chat rooms, real-time conversations, and video conferences.

Chat Platforms are essential to a functioning open source community. Chat Platforms support a healthy project by enabling cross-team collaboration in different skill areas, helping peer collaborators find and interact with each other faster, increasing project transparency which allows team members to notice potential problems before they occur, and saving time by cutting across organizational hierarchies. Persistent Chat Platforms also become a reference for newcomers to familiarize themselves with project history, practice, and culture.

Chat Platforms should be chosen, moderated, and managed transparently, using inclusive language in order to accelerate innovative problem-solving and sustain contributor participation.


## Objectives

* Support decision-makers when choosing a Chat Platform.
* Provide ideas that contributors and potential contributors may use to evaluate the specific context of any given project.
* Identify characteristics of the Chat Platforms, such as those identified under filters, that suggest greater inclusivity.


## Implementation


### Filters

* General:
* Number of active Chat rooms/groups
* Number of messages per day, week, month
* Number of active participants per day, week, month
* Number of passive participants (i.e. reading but not participating)
* Number of external participants (i.e. people who are not associated with a leading company working on an Open Source Project, such as Red Hat with the Fedora Project)
* Identities:
* Number of (independent) volunteers
* Number of corporate volunteers (people being paid by another entity to volunteer work)
* Number of workers (employees or contractors)
* Platforms without persistent connections (i.e., IRC):
* Number of daily connections to the room
* Number of repeat logins


### Tools Providing the Metric

[GrimoireLab Perceval](https://github.com/chaoss/grimoirelab-perceval#usage) currently supports data collection from various Chat Platforms.
## Want to Know More?

<span markdown="1"><details>
<summary>Click to read more about this metric.</summary>

### Data Collection Strategies

* Trace data from Chat Platforms:
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Remove lines 17-19

* See supported platforms for data collection [in Perceval](https://github.com/chaoss/grimoirelab-perceval#usage).
* Open Source status of Chat Platform:
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Suggested edit:

Survey community managers to ask:

* See the [CHAOSS blog post on open source platform status](https://chaoss.community/blog-post/2020/12/15/di-metrics-definition/).
* See the CHAOSS blog post on open source platform status.
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Remove this row (20)

* Does the chat platform offer Open Source client applications?
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Change

Open Source

to

open source

* Does the chat platform offer Open Source server implementations?
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Change

Open Source

to

open source

* Does the chat platform offer an Open API for integrating with data collection or bridging?
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Change

Open API

to

open API

Expand All @@ -70,11 +38,47 @@ Chat Platforms should be chosen, moderated, and managed transparently, using inc
* Does the Chat Platform require the personal information to be verified or submitted for users to sign up?


### References
### Filters
* General:
* Number of active Chat rooms/groups
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Change

Chat

to

chat

* Number of messages per day, week, month
* Number of active participants per day, week, month
* Number of passive participants (i.e. reading but not participating)
* Number of external participants (i.e. people who are not associated with a leading company working on an Open Source Project, such as Red Hat with the Fedora Project)
* Identities:
* Number of (independent) volunteers
* Number of corporate volunteers (people being paid by another entity to volunteer work)
* Number of workers (employees or contractors)
* Platforms without persistent connections (i.e., IRC):
* Number of daily connections to the room
* Number of repeat logins

</details></span>


## References
1. [Love or hate chat? 4 best practices for remote teams](https://opensource.com/article/20/4/chat-tools-best-practices) — Opensource.com
2. [Open source status of chat platforms](https://chaoss.community/blog-post/2020/12/15/di-metrics-definition/) — Chaoss.community
2. Open source status of chat platforms — Chaoss.community
3. Moderation advice (can inform the choice of platform):
1. [Moderation guidelines for the inclusive community](https://web.archive.org/web/20200522175549/https:///articles/2017-04/Moderation-guidelines) — rhea.dev
2. [Participation & Moderation Guidelines](https://www.drupaldiversity.com/docs/participation-moderation-guidelines) — drupaldiversity.com
2. Participation & Moderation Guidelines — drupaldiversity.com


## Contributors
* Dawn Foster
* Elizabeth Barron
* Georg Link
* Matt Germonprez
* Peculiar C Umeh


## Additional Information
To edit this metric please [submit a Change Request here](https://github.com/chaoss/wg-dei/blob/main/focus-areas/project-and-community/chat-platform-inclusivity.md)

To reference this metric in software or publications please use this stable URL: [https://chaoss.community/?p=3536](https://chaoss.community/?p=3536)

<!-- # For groupings in the knowledge base
Context tags: Platform
Keyword tags: communication, chat room, shared spaces, harassment
→