WordPress as Content Directory: Getting Somewhere

Using WordPress to build content directories and databases.

{I tend to ramble a bit. If you just want a step-by-step tutorial, you can skip to here.}

Woohoo!

I feel like I’ve reached a milestone in a project I’ve had in mind, ever since I learnt about Custom Post Types in WordPress 3.0: Using WordPress as a content directory.

The concept may not be so obvious to anyone else, but it’s very clear to me. And probably much clearer for anyone who has any level of WordPress skills (I’m still a kind of WP newbie).

Basically, I’d like to set something up through WordPress to make it easy to create, review, and publish entries in content databases. WordPress is now a Content Management System and the type of “content management” I’d like to enable has to do with something of a directory system.

Why WordPress? Almost glad you asked.

These days, several of the projects on which I work revolve around WordPress. By pure coincidence. Or because WordPress is “teh awsum.” No idea how representative my sample is. But I got to work on WordPress for (among other things): an academic association, an adult learners’ week, an institute for citizenship and social change, and some of my own learning-related projects.

There are people out there arguing about the relative value of WordPress and other Content Management Systems. Sometimes, WordPress may fall short of people’s expectations. Sometimes, the pro-WordPress rhetoric is strong enough to sound like fanboism. But the matter goes beyond marketshare, opinions, and preferences.

In my case, WordPress just happens to be a rather central part of my life, these days. To me, it’s both a question of WordPress being “the right tool for the job” and the work I end up doing being appropriate for WordPress treatment. More than a simple causality (“I use WordPress because of the projects I do” or “I do these projects because I use WordPress”), it’s a complex interaction which involves diverse tools, my skillset, my social networks, and my interests.

Of course, WordPress isn’t perfect nor is it ideal for every situation. There are cases in which it might make much more sense to use another tool (Twitter, TikiWiki, Facebook, Moodle, Tumblr, Drupal..). And there are several things I wish WordPress did more elegantly (such as integrating all dimensions in a single tool). But I frequently end up with WordPress.

Here are some things I like about WordPress:

This last one is where the choice of WordPress for content directories starts making the most sense. Not only is it easy for me to use and build on WordPress but the learning curves are such that it’s easy for me to teach WordPress to others.

A nice example is the post editing interface (same in the software and service). It’s powerful, flexible, and robust, but it’s also very easy to use. It takes a few minutes to learn and is quite sufficient to do a lot of work.

This is exactly where I’m getting to the core idea for my content directories.

I emailed the following description to the digital content editor for the academic organization for which I want to create such content directories:

You know the post editing interface? What if instead of editing posts, someone could edit other types of contents, like syllabi, calls for papers, and teaching resources? What if fields were pretty much like the form I had created for [a committee]? What if submissions could be made by people with a specific role? What if submissions could then be reviewed by other people, with another role? What if display of these items were standardised?

Not exactly sure how clear my vision was in her head, but it’s very clear for me. And it came from different things I’ve seen about custom post types in WordPress 3.0.

For instance, the following post has been quite inspiring:

I almost had a drift-off moment.

But I wasn’t able to wrap my head around all the necessary elements. I perused and read a number of things about custom post types, I tried a few things. But I always got stuck at some point.

Recently, a valuable piece of the puzzle was provided by Kyle Jones (whose blog I follow because of his work on WordPress/BuddyPress in learning, a focus I share).

Setting up a Staff Directory using WordPress Custom Post Types and Plugins | The Corkboard.

As I discussed in the comments to this post, it contained almost everything I needed to make this work. But the two problems Jones mentioned were major hurdles, for me.

After reading that post, though, I decided to investigate further. I eventually got some material which helped me a bit, but it still wasn’t sufficient. Until tonight, I kept running into obstacles which made the process quite difficult.

Then, while trying to solve a problem I was having with Jones’s code, I stumbled upon the following:

Rock-Solid WordPress 3.0 Themes using Custom Post Types | Blancer.com Tutorials and projects.

This post was useful enough that I created a shortlink for it, so I could have it on my iPad and follow along: http://bit.ly/RockSolidCustomWP

By itself, it might not have been sufficient for me to really understand the whole process. And, following that tutorial, I replaced the first bits of code with use of the neat plugins mentioned by Jones in his own tutorial: More Types, More Taxonomies, and More Fields.

I played with this a few times but I can now provide an actual tutorial. I’m now doing the whole thing “from scratch” and will write down all steps.

This is with the WordPress 3.0 blogging software installed on a Bluehost account. (The WordPress.com blogging service doesn’t support custom post types.) I use the default Twenty Ten theme as a parent theme.

Since I use WordPress Multisite, I’m creating a new test blog (in Super Admin->Sites, “Add New”). Of course, this wasn’t required, but it helps me make sure the process is reproducible.

Since I already installed the three “More Plugins” (but they’re not “network activated”) I go in the Plugins menu to activate each of them.

I can now create the new “Product” type, based on that Blancer tutorial. To do so, I go to the “More Types” Settings menu, I click on “Add New Post Type,” and I fill in the following information: post type names (singular and plural) and the thumbnail feature. Other options are set by default.

I also set the “Permalink base” in Advanced settings. Not sure it’s required but it seems to make sense.

I click on the “Save” button at the bottom of the page (forgot to do this, the last time).

I then go to the “More Fields” settings menu to create a custom box for the post editing interface.

I add the box title and change the “Use with post types” options (no use in having this in posts).

(Didn’t forget to click “save,” this time!)

I can now add the “Price” field. To do so, I need to click on the “Edit” link next to the “Product Options” box I just created and add click “Add New Field.”

I add the “Field title” and “Custom field key”:

I set the “Field type” to Number.

I also set the slug for this field.

I then go to the “More Taxonomies” settings menu to add a new product classification.

I click “Add New Taxonomy,” and fill in taxonomy names, allow permalinks, add slug, and show tag cloud.

I also specify that this taxonomy is only used for the “Product” type.

(Save!)

Now, the rest is more directly taken from the Blancer tutorial. But instead of copy-paste, I added the files directly to a Twenty Ten child theme. The files are available in this archive.

Here’s the style.css code:

/*
Theme Name: Product Directory
Theme URI: http://enkerli.com/
Description: A product directory child theme based on Kyle Jones, Blancer, and Twenty Ten
Author: Alexandre Enkerli
Version: 0.1
Template: twentyten
*/

@import url("../twentyten/style.css");

The code for functions.php:

<!--?php /**  * ProductDir functions and definitions  * @package WordPress  * @subpackage Product_Directory  * @since Product Directory 0.1  */ /*Custom Columns*/ add_filter("manage_edit-product_columns", "prod_edit_columns"); add_action("manage_posts_custom_column",  "prod_custom_columns"); function prod_edit_columns($columns){ 		$columns = array( 			"cb" =--> "<input type="\&quot;checkbox\&quot;" />",
			"title" => "Product Title",
			"description" => "Description",
			"price" => "Price",
			"catalog" => "Catalog",
		);

		return $columns;
}

function prod_custom_columns($column){
		global $post;
		switch ($column)
		{
			case "description":
				the_excerpt();
				break;
			case "price":
				$custom = get_post_custom();
				echo $custom["price"][0];
				break;
			case "catalog":
				echo get_the_term_list($post->ID, 'catalog', '', ', ','');
				break;
		}
}
?>

And the code in single-product.php:

<!--?php /**  * Template Name: Product - Single  * The Template for displaying all single products.  *  * @package WordPress  * @subpackage Product_Dir  * @since Product Directory 1.0  */ get_header(); ?-->
<div id="container">
<div id="content">
<!--?php the_post(); ?-->

<!--?php 	$custom = get_post_custom($post--->ID);
	$price = "$". $custom["price"][0];

?>
<div id="post-<?php the_ID(); ?><br />">>
<h1 class="entry-title"><!--?php the_title(); ?--> - <!--?=$price?--></h1>
<div class="entry-meta">
<div class="entry-content">
<div style="width: 30%; float: left;">
			<!--?php the_post_thumbnail( array(100,100) ); ?-->
			<!--?php the_content(); ?--></div>
<div style="width: 10%; float: right;">
			Price
<!--?=$price?--></div>
</div>
</div>
</div>
<!-- #content --></div>
<!-- #container -->

<!--?php get_footer(); ?-->

That’s it!

Well, almost..

One thing is that I have to activate my new child theme.

So, I go to the “Themes” Super Admin menu and enable the Product Directory theme (this step isn’t needed with single-site WordPress).

I then activate the theme in Appearance->Themes (in my case, on the second page).

One thing I’ve learnt the hard way is that the permalink structure may not work if I don’t go and “nudge it.” So I go to the “Permalinks” Settings menu:

And I click on “Save Changes” without changing anything. (I know, it’s counterintuitive. And it’s even possible that it could work without this step. But I spent enough time scratching my head about this one that I find it important.)

Now, I’m done. I can create new product posts by clicking on the “Add New” Products menu.

I can then fill in the product details, using the main WYSIWYG box as a description, the “price” field as a price, the “featured image” as the product image, and a taxonomy as a classification (by clicking “Add new” for any tag I want to add, and choosing a parent for some of them).

Now, in the product management interface (available in Products->Products), I can see the proper columns.

Here’s what the product page looks like:

And I’ve accomplished my mission.

The whole process can be achieved rather quickly, once you know what you’re doing. As I’ve been told (by the ever-so-helpful Justin Tadlock of Theme Hybrid fame, among other things), it’s important to get the data down first. While I agree with the statement and its implications, I needed to understand how to build these things from start to finish.

In fact, getting the data right is made relatively easy by my background as an ethnographer with a strong interest in cognitive anthropology, ethnosemantics, folk taxonomies (aka “folksonomies“), ethnography of communication, and ethnoscience. In other words, “getting the data” is part of my expertise.

The more technical aspects, however, were a bit difficult. I understood most of the principles and I could trace several puzzle pieces, but there’s a fair deal I didn’t know or hadn’t done myself. Putting together bits and pieces from diverse tutorials and posts didn’t work so well because it wasn’t always clear what went where or what had to remain unchanged in the code. I struggled with many details such as the fact that Kyle Jones’s code for custom columns wasn’t working first because it was incorrectly copied, then because I was using it on a post type which was “officially” based on pages (instead of posts). Having forgotten the part about “touching” the Permalinks settings, I was unable to get a satisfying output using Jones’s explanations (the fact that he doesn’t use titles didn’t really help me, in this specific case). So it was much harder for me to figure out how to do this than it now is for me to build content directories.

I still have some technical issues to face. Some which are near essential, such as a way to create archive templates for custom post types. Other issues have to do with features I’d like my content directories to have, such as clearly defined roles (the “More Plugins” support roles, but I still need to find out how to define them in WordPress). Yet other issues are likely to come up as I start building content directories, install them in specific contexts, teach people how to use them, observe how they’re being used and, most importantly, get feedback about their use.

But I’m past a certain point in my self-learning journey. I’ve built my confidence (an important but often dismissed component of gaining expertise and experience). I found proper resources. I understood what components were minimally necessary or required. I succeeded in implementing the system and testing it. And I’ve written enough about the whole process that things are even clearer for me.

And, who knows, I may get feedback, questions, or advice..

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Minds of All Sizes Think Alike

What does social network analysis tell us about groupthink and boundaries?

Or «les esprits de toutes tailles se rencontrent».

This post is a response to the following post about Social Network Analysis (SNA), social change, and communication.

…My heart’s in Accra » Shortcuts in the social graph.

I have too many disparate things to say about that post to make it into a neat and tidy “quickie,” yet I feel like I should probably be working on other things. So we’ll see how this goes.

First, a bit of context..

[This “bit of context” may be a bit long so, please bear with me. Or you could get straight to the point, if you don’t think you can bear the context bit.]

I’ve never met Ethan Zuckerman (@EthanZ), who wrote the post to which I’m responding. And I don’t think we’ve had any extended conversation in the past. Further, I doubt that I’m on his radar. He’s probably seen my name, since I’ve commented on some of his posts and some of his contacts may have had references to me through social media. But I very much doubt that he’s ever mentioned me to anyone. I’m not noticeable to him.

I, on the other hand, have mentioned Zuckerman on several occasions. Latest time I remember was in class, a few weeks ago. It’s a course on Africa and I was giving students a list of online sources with relevance to our work. Zuckerman’s connection to Africa may not be his main thing, despite his blog’s name, but it’s part of the reason I got interested in his work, a few years ago.

In fact, there’s something embarrassing, here.. I so associate Zuckerman to Africa that my mind can’t help but link him to Erik Hersman, aka White African. I did meet Herman. [To be exact, I met Erik at BarCampAustin, which is quite possibly the conference-like event which has had the most influence on me, in the past few years (I go to a lot of these events).] When I did meet Hersman, I made a faux-pas in associating him with Zuckerman. Good-natured as he seemed to be, Hersman smiled as he corrected me.

EthanZ and I have other contacts in common. Jeremy Clarke, for instance, who co-organizes WordCamp Montreal and has been quite active in Montreal’s geek scene. Jeremy’s also a developer for Global Voices, a blogging community that Zuckerman co-founded. I’m assuming Clarke and Zuckerman know each other.

Another mutual contact is Christopher Lydon, host of Radio Open Source. Chris and I have exchanged a few emails, and Zuckerman has been on ROS on a few occasions.

According to Facebook, Zuckerman and I have four contacts in common. Apart from Clarke and Hersman, there’s P. Kerim Friedman and Gerd Leonhard. Kerim is a fellow linguistic anthropologist and we’ve collaborated on the official Society for Linguistic Anthropology (SLA) site. I got in touch with Leonhard through “Music 2.0” issues, as he was interviewed by Charles McEnerney on Well-Rounded Radio.

On LinkedIn, Zuckerman is part of my third degree, with McEnerney as one of my first-degree contacts who could connect me to Zuckerman, through Zuckerman’s contacts.

(Yes, I’m fully aware of the fact that I haven’t name a single woman in this list. Nor someone who doesn’t write in English with some frequency, for that matter.)

By this time, my guess is that you may be either annoyed or confused. “Surely, he can’t be that obsessed with Zuckerman as to stalk him in every network.”

No, I’m not at all obsessed with Ethan Zuckerman in any way, shape, or form. Though I mention him on occasion and I might have a good conversation with him if the occasion arises, I wouldn’t go hang out in Cambridge just in case I might meet him. Though I certainly respect his work, I wouldn’t treat him as my “idol” or anything like that. In other words, he isn’t a focus in my life.

And that’s a key point, to me.

In certain contexts, when social networks are discussed, too much is made of the importance of individuals. Yet, there’s something to be said about relative importance.

In his “shortcuts” post, Zuckerman talks about a special kind of individuals. Those who are able to bypass something of a clustering effect happening in many human networks. Malcolm Gladwell (probably “inspired” by somebody else) has used “connectors” to label a fairly similar category of people and, given Gladwell’s notoriety in some circles, the name has resonance in some contexts (mostly “business-focused people,” I would say, with a clear idea in my mind of the groupthink worldview implied).

In one of my earliest blogposts, I talked about an effect happening through a similar mechanism, calling it the “Social Butterfly Effect” (SBE). I still like it, as a concept. Now, I admit that it focuses on a certain type of individuals. But it’s more about their position in “the grand scheme of things” than about who they are, though I do associate myself with this “type.”

The basic idea is quite simple. People who participate in different (sub)networks, who make such (sub)networks sparser, are having unpredictable and unmeasurable effects on what is transmitted through the network(s).

On one hand, it’s linked to my fragmentary/naïve understanding of the Butterfly Effect in the study of climate and as a component of Chaos Theory.

On the other hand, it’s related to Granovetter‘s well-known notion of “weak ties.” And it seems like Granovetter is making something of a comeback, as we discuss different mechanisms behind social change.

Interestingly, much of what is being said about weak ties, these past few weeks, relates to Gladwell’s flamebait apparent lack of insight in describing current social processes. Sounds like Gladwell may be too caught up in the importance of individuals to truly grok the power of networks.

Case in point.. One of the most useful pieces I’ve read about weak ties, recently, was Jonah Lehrer‘s direct response to Gladwell:

Weak Ties, Twitter and Revolution | Wired Science | Wired.com.

Reading Lehrer’s piece, one gets the clear impression that Gladwell hadn’t “done his homework” on Granovetter before launching his trolling “controversial” piece on activism.

But I digress. Slightly.

Like the Gladwell-specific coverage, Zuckerman’s blogpost is also about social change and he’s already responded to Gladwell. One way to put it is that, as a figure, Gladwell has shaped the discussion in a way similar to a magnetic field orienting iron filings around it. Since it’s a localized effect having to do with polarization, the analogy is fairly useful, as analogies go.

Which brings me to groupthink, the apparent target of Zuckerman’s piece.

Still haven’t read Irving Janis but I’ve been quite interested in groupthink for a while. Awareness of the concept is something I immediately recognize, praise, and associate with critical thinking.

In fact, it’s one of several things I was pleasantly surprised to find in an introductory sociology WikiBook I ended up using in my  “Intro. to Society” course, last year. Critical thinking was the main theme of that course, and this short section was quite fitting in the overall discussion.

So, what of groupthink and networks? Zuckerman sounds worried:

This is interesting to me because I’m intrigued – and worried – by information flows through social networks. If we’re getting more (not lots yet, but more) information through social networks and less through curated media like newspapers, do we run the risk of encountering only information that our friends have access to? Are we likely to be overinformed about some conversations and underinformed about others? And could this isolation lead to ideological polarization, as Cass Sunstein and others suggest? And if those fears are true, is there anything we can do to rewire social networks so that we’re getting richer, more diverse information?

Similar questions have animated many discussions in media-focused circles, especially in those contexts where the relative value (and meaning) of “old vs. new media” may be debated. At about the same time as I started blogging, I remember discussing things with a statistician friend about the polarization effect of media, strong confirmation bias in reading news stories, and political lateralization.

In the United States, especially, there’s a narrative (heard loud and clear) that people who disagree on some basic ideas are unable to hear one another. “Shockingly,” some say, “conservatives and liberals read different things.” Or “those on (the) two sides of (the) debate understand things in completely different ways.” It even reminds me of the connotations of Tannen’s booktitle, You Just Don’t Understand. Irreconciliable differences. (And the first time I mention a woman in this decidedly imbalanced post.)

While, as a French-Canadian ethnographer, my perspective is quite different from Zuckerman, I can’t help but sympathize with the feeling. Not that I associate groupthink with a risk in social media (au contraire!). But, like Zuckerman, I wish to find ways to move beyond these boundaries we impose on ourselves.

Zuckerman specifically discusses the attempt by Onnik Krikorian (@OneWMPhoto) to connect Armenians (at least those in Hayastan) and Azeris, with Facebook “affording” Krikorian some measure of success. This case is now well-known in media-centric circles and it has almost become shorthand for the power of social media. Given a personal interest in Armenians (at least in the Diaspora), my reaction to Krikorian’s success are less related to the media aspect than to the personal one.

At a personal level, boundaries may seem difficult to surmount but they can also be fairly porous and even blurry. Identity may be negotiated. Individuals crossing boundaries may be perceived in diverse ways, some of which have little to do with other people crossing the same boundaries. Things are lived directly, from friendships to wars, from breakups to reconciliations. Significant events happen regardless of the way  they’re being perceived across boundaries.

Not that boundaries don’t matter but they don’t necessarily circumscribe what happens in “personal lives.” To use an seemingly-arbitrary example, code-switching doesn’t “feel” strange at an individual level. It’s only when people insist on separating languages using fairly artificial criteria that alternance between them sounds awkward.

In other words, people cross boundaries all the time and “there’s nothing to it.”

Boundaries have quite a different aspect, at the macrolevel implied by the journalistic worldview (with nation-based checkbox democracy at its core and business-savvy professionalization as its mission). To “macros” like journos and politicos, boundaries look like borders, appearing clearly on maps (including mind ones) and implying important disconnects. The border between Armenia and Azerbaijan is a boundary separating two groups and the conflicts between these two groups reify that boundary. Reaching out across the border is a diplomatic process and necessitates finding the right individuals for the task. Most of the important statuses are ascribed, which may sound horrible to some holding neoliberal ideas about freewill and “individual freedoms.”

Though it’s quite common for networked activities to be somewhat constrained by boundaries, a key feature of networks is that they’re typically boundless. Sure, there are networks which are artificially isolated from the rest. The main example I can find is that of a computer virology laboratory.

Because, technically, you only need one link between two networks to transform them into a single network. So, it’s quite possible to perceive Verizon’s wireless network as a distinct entity, limited by the national boundaries of the U.S. of A. But the simple fact that someone can use Verizon’s network to contact someone in Ségou shows that the network isn’t isolated. Simple, but important to point out.

Especially since we’re talking about a number of things happening on a single network: The Internet. (Yes, there is such a thing as Internet2 and there are some technical distinctions at stake. But we’re still talking about an interconnected world.)

As is well-known, there are significant clusters in this One Network. McLuhan’s once-popular “Global Village” fallacy used to hide this, but we now fully realize that language barriers, national borders, and political lateralization go with “low-bandwidth communication,” in some spots of The Network. “Gs don’t talk to Cs so even though they’re part of the same network, there’s a weak spot, there.” In a Shannon/Weaver view, it sounds quite important to identify these weak spots. “Africa is only connected to North America via a few lines so access is limited, making things difficult for Africans.” Makes sense.

But going back to weak ties, connectors, Zuckerman’s shortcuts, and my own social butterflies, the picture may be a little bit more fleshed out.

Actually, the image I have in mind has, on one side, a wire mesh serving as the floor of an anechoic chamber  and on the other some laser beams going in pseudorandom directions as in Entrapment or Mission Impossible. In the wire mesh, weaker spots might cause a person to fall through and land on those artificial stalagmites. With the laser beams, the pseudorandom structure makes it more difficult to “find a path through the maze.” Though some (engineers) may see the mesh as the ideal structure for any network, there’s something humanly fascinating about the pseudorandom structure of social networks.

Obviously, I have many other ideas in mind. For instance, I wanted to mention “Isabel Wilkerson’s Leaderless March that Remade America.” Or go back to that intro soci Wikibook to talk about some very simple and well-understood ideas about social movements, which often seem to be lacking in discussions of social change. I even wanted to recount some anecdotes of neat network effects in my own life, such as the serendipity coming from discuss disparate subjects to unlike people or the misleading impression that measuring individualized influence is a way to understand social media. Not to mention a whole part I had in my mind about Actor Network Theory, non-human actors, and material culture (the other course I currently teach).

But I feel like going back to more time-sensitive things.

Still, I should probably say a few words about this post’s title.

My mother and I were discussing parallel inventions and polygenesis with the specific theme of moving away from the focus on individualized credit. My favourite example, and one I wish Gladwell (!) had used in Outliers (I actually asked him about it) is that of Gregor Mendel and the “rediscovery” of his laws by de Vries, Correns, and Tschermak. A semi-Marxian version of the synchronous polygenesis part might hold that “ideas are in the air” or that the timing of such dicoveries and inventions has to do with zeitgeist. A neoliberal version could be the “great minds think alike” expression or its French equivalent «Les grands esprits se rencontrent» (“The great spirits meet each other”). Due to my reluctance in sizing up minds, I’d have a hard time using that as a title. In the past, I used a similar title to refer to another form of serendipity:

To me, most normally constituted minds are “great,” so I still could have used the expression as a title. But an advantage of tweaking an expression is that it brings attention to what it implies.

In this case, the “thinking alike” may be a form of groupthink.

 

What Not to Tweet

Sarcastic do’s and don’ts list about “improper” Twitter behaviour.

Here’s a list I tweeted earlier.

Twenty Things You Should Never, Ever Tweet for Fear of Retaliation from the Tweet Police

  1. Lists. Too difficult to follow.
  2. Do’s and don’ts. Who died and made you bandleader?
  3. Personal thoughts. Nobody cares what anyone else thinks, anyway.
  4. Anything in a foreign language. It confuses everyone.
  5. Personal opinions. You may offend someone.
  6. Jokes. Same reason as #5.
  7. Links. Too dangerous, since some could be malicious.
  8. Anything in “the second degree.” The bareness of context prevents careful reading.
  9. Anything insightful. Who do you think you are?
  10. Personal replies. Can’t you get a room?
  11. -20: What @oatmeal said you shouldn’t tweet. If it’s funny, it must be true.

In case it wasn’t clear… Yes, I mean this as sarcasm. One of my pet peeves is to hear people tell others what to do or not to do, without appropriate context. It’s often perceived to be funny or useful but, to be honest, it just rubs me the wrong way. Sure, they’re allowed to do it. I won’t prevent them. I don’t even think they should stop, that’s really not for me to decide. It’s just that, being honest with myself, I realize how negative of an effect it has on me. It actually reaches waaaaay down into something I don’t care to visit very often.

The Oatmeal can be quite funny. Reading a few of these comics, recently, I literally LOLed. And this one probably pleased a lot of people, because it described some of their own pet peeves. Besides, it’s an old comic, probably coming from a time when tweets were really considered to be answers to the original Twitter prompt: “What are you doing?” (i.e., before the change to the somewhat more open “What’s happening?”). But I’ve heard enough expressions of what people should or shouldn’t do with a specific social media system that I felt the need to vent. So, that was the equivalent of a rant (and this post is closer to an actual rant).

I mean, there’s a huge difference between saying “these are the kinds of uses for which I think Twitter is the appropriate tool” and the flat-out dismissal of what others have done. While Twitter is old news, as social media go, it’s still unfolding and much of its strength comes from the fact that we don’t actually have a rigid notion of what it should be.

Not that there aren’t uses of Twitter I dislike. In fact, for much of 2009, I felt it was becoming too commercial for my taste. I felt there was too much promotion of commercial entities and products, and that it was relatively difficult to avoid such promotional tweets if one were to follow the reciprocation principle (“I really should make sure I follow those who follow me, even if a large proportion of them are just trying to increase their follower counts”). But none of this means that “Twitter isn’t for commercial promotion.” Structurally, Twitter almost seems to be made for such uses. Conceptually, it comes from the same “broadcast” view of communication, shared by many marketers, advertisers, PR experts, and movie producers. As social media tools go, Twitter is among the most appropriate ones to use to broadly distribute focused messages without having to build social relationships. So, no matter how annoyed I may get at these tweets and at commercial Twitterers, it’d be inaccurate to say that “Twitter isn’t for that.” Besides, “Twitter, Inc.” has adopted commercial promotion as a major part of its “business model.” No matter what one feels about this (say, that it’s not very creative or that it will help distinguish between commercial tweets and the rest of Twitter traffic), it seems to imply that Twitter is indeed about commercial promotion as much as it is about “shar[ing] and discover[ing] what’s happening now.”

The same couldn’t be said about other forms of tweeting that others may dislike. It’d be much harder to make a case for, say, conference liveblogging as being an essential part of what Twitter is about. In fact, some well-known and quite vocal people have made pronouncements about how inappropriate, in their minds, such a practice was. To me, much of it sounds like attempts at rationalizing a matter of individual preference. Some may dislike it but Twitter does make a very interesting platform for liveblogging conferences. Sure, we’ve heard about the negative consequences of the Twitter backchannel at some high-profile events. And there are some technical dimensions of Twitter which make liveblogging potentially more annoying, to some users, than if it were on another platform. But claiming that Twitter isn’t for liveblogging  reveals a rather rigid perspective of what social media can be. Again, one of the major strengths in Twitter is its flexibility. From “mentions” and “hashtags” to “retweets” and metadata, the platform has been developing over time based on usage patterns.

For one thing, it’s now much more conversational than it was in 2007, and some Twitter advocates are quite proud of that. So one might think that Twitter is for conversation. But, at least in my experience, Twitter isn’t that effective a tool for two-way communication let alone for conversations involving more than two people. So, if we’re to use conversation to evaluate Twitter (as its development may suggest we should do), it seems not to be that successful.

In this blog version of my list, I added a header with a mention of the “Tweet Police.” I mean it in the way that people talk about the “Fashion Police,” wish immediately makes me think about “fashion victims,” the beauty myth, the objectification of the human body, the social pressure to conform to some almost-arbitrary canons, the power struggles between those who decide what’s fashionable and those who need to dress fashionably to be accepted in some social contexts, etc. Basically, it leads to rather unpleasant thoughts. In a way, my mention of the “Tweet Police” is a strategy to “fight this demon” by showing how absurd it may become. Sure, it’d be a very tricky strategy if it were about getting everyone to just “get the message.” But, in this case, it’s about doing something which feels good. It’s my birthday, so I allow myself to do this.

Jazz and Identity: Comment on Lydon’s Iyer Interview

My reactions to @RadioOpenSource interview with Vijay Iyer.

Radio Open Source » Blog Archive » Vijay Iyer’s Life in Music: “Striving is the Back Story…”.

Sounds like it will be a while before the United States becomes a truly post-racial society.

Iyer can define himself as American and he can even one-up other US citizens in Americanness, but he’s still defined by his having “a Brahmin Indian name and heritage, and a Yale degree in physics.”

Something by which I was taken aback, at IU Bloomington ten years ago, is the fact that those who were considered to be “of color” (as if colour were the factor!) were expected to mostly talk about their “race” whereas those who were considered “white” were expected to remain silent when notions of “race” and ethnicity came up for discussion. Granted, ethnicity and “race” were frequently discussed, so it was possible to hear the voices of those “of color” on a semi-regular basis. Still, part of my culture shock while living in the MidWest was the conspicuous silence of students with brilliant ideas who happened to be considered African-American.

Something similar happened with gender, on occasion, in that women were strongly encouraged to speak out…when a gender angle was needed. Thankfully, some of these women (at least, among those whose “racial” identity was perceived as neutral) did speak up, regardless of topic. But there was still an expectation that when they did, their perspective was intimately gendered.

Of course, some gender lines were blurred: the gender ratio among faculty members was relatively balanced (probably more women than men), the chair of the department was a woman for a time, and one department secretary was a man. But women’s behaviours were frequently interpreted in a gender-specific way, while men were often treated as almost genderless. Male privilege manifested itself in the fact that it was apparently difficult for women not to be gender-conscious.

Those of us who were “international students” had the possibility to decide when our identities were germane to the discussion. At least, I was able to push my «différence» when I so pleased, often by becoming the token Francophone in discussions about Francophone scholars, yet being able not to play the “Frenchie card” when I didn’t find it necessary. At the same time, my behaviour may have been deemed brash and a fellow student teased me by calling me “Mr. Snottyhead.” As an instructor later told me, “it’s just that, since you’re Canadian, we didn’t expect you to be so different.” (My response: “I know some Canadians who would despise that comment. But since I’m Québécois, it doesn’t matter.”) This was in reference to a seminar with twenty students, including seven “internationals”: one Zimbabwean, one Swiss-German, two Koreans, one Japanese, one Kenyan, and one “Québécois of Swiss heritage.” In this same graduate seminar, the instructor expected everyone to know of Johnny Appleseed and of John Denver.

Again, a culture shock. Especially for someone coming from a context in which the ethnic identity of the majority is frequently discussed and in which cultural identity is often “achieved” instead of being ascribed. This isn’t to say that Quebec society is devoid of similar issues. Everybody knows, Quebec has more than its fair share of identity-based problems. The fact of the matter is, Quebec society is entangled in all sorts of complex identity issues, and for many of those, Quebec may appear underprepared. The point is precisely that, in Quebec, identity politics is a matter for everyone. Nobody has the luxury to treat their identity as “neutral.”

Going back to Iyer… It’s remarkable that his thoughtful comments on Jazz end up associated more with his background than with his overall approach. As if what he had to say were of a different kind than those from Roy Hayes or Robin Kelley. As if Iyer had more in common with Koo Nimo than with, say, Sonny Rollins. Given Lydon’s journalistic background, it’s probably significant that the Iyer conversation carried the “Life in Music” name of  the show’s music biography series yet got “filed under” the show’s “Year of India” series. I kid you not.

And this is what we hear at the end of each episode’s intro:

This is Open Source, from the Watson Institute at Brown University. An American conversation with Global attitude, we call it.

Guess the “American” part was taken by Jazz itself, so Iyer was assigned the “Global” one. Kind of wishing the roles were reversed, though Iyer had rehearsed his part.

But enough symbolic interactionism. For now.

During Lydon’s interview with Iyer, I kept being reminded of a conversation (in Brookline)  with fellow Canadian-ethnomusicologist-and-Jazz-musician Tanya Kalmanovitch. Kalmanovitch had fantastic insight to share on identity politics at play through the international (yet not post-national) Jazz scene. In fact, methinks she’d make a great Open Source guest. She lives in Brooklyn but works as assistant chair of contemporary improv at NEC, in B-Town, so Lydon could probably meet her locally.

Anyhoo…

In some ways, Jazz is more racialized and ethnicized now than it was when Howie Becker published Outsiders. (hey, I did hint symbolic interactionism’d be back!). It’s also very national, gendered, compartmentalized… In a word: modern. Of course, Jazz (or something like it) shall play a role in postmodernity. But only if it sheds itself of its modernist trappings. We should hear out Kevin Mahogany’s (swung) comments about a popular misconception:

Some cats work from nine to five
Change their life for line of jive
Never had foresight to see
Where the changes had to be
Thought that they had heard the word
Thought it all died after Bird
But we’re still swingin’

The following anecdote seems à propos.

Branford Marsalis quartet on stage outside at the Indy Jazz Fest 1999. Some dude in the audience starts heckling the band: “Play something we know!” Marsalis, not losing his cool, engaged the heckler in a conversation on Jazz history, pushing the envelope, playing the way you want to play, and expected behaviour during shows. Though the audience sounded divided when Marsalis advised the heckler to go to Chaka Khan‘s show on the next stage over, if that was more to the heckler’s liking, there wasn’t a major shift in the crowd and, hopefully, most people understood how respectful Marsalis’s comments really were. What was especially precious is when Marsalis asked the heckler: “We’re cool, man?”

It’s nothing personal.

In Phase

Going on with analogical thinking and streams of consciousness.

Lissajous curve
Lissajous curve

Something which happens to me on a rather regular basis (and about which I blogged before) is that I’ll hear about something right after thinking about it. For instance, if I think about the fact that a given tool should exist, it may be announced right at that moment.

Hey, I was just thinking about this!

The effect is a bit strange but it’s quite easy to explain. It feels like a “premonition,” but it probably has more to do with “being in phase.” In some cases, it may also be that I heard about that something but hadn’t registered the information. I know it happens a lot and  it might not be too hard to trace back. But I prefer thinking about phase.

And, yes, I am thinking about phase difference in waves. Not in a very precise sense, but the image still works, for me. Especially with the Lissajous representation, as above.

See, I don’t particularly want to be “ahead of the curve” and I don’t particularly mind being “behind the curve.” But when I’m right “in the curve,” something interesting happens. I’m “in the now.”

I originally thought about being “in tune” and it could also be about “in sync” or even “matching impedances.” But I still like the waves analogy. Especially since, when two waves are in phase, they reinforce one another. As analogies go, it’s not only a beautiful one, but a powerful one. And, yes, I do think about my sweetheart.

One reason I like the concept of phase difference is that I think through sound. My first exposure to the concept comes from courses in musical acoustics, almost twenty years ago. It wasn’t the main thing I’d remember from the course and it’s not something I investigated at any point since. Like I keep telling students, some things hit you long after you’ve heard about it in a course. Lifelong learning and “landminds” are based on such elements, even tiny unimportant ones. Phase difference is one such thing.

And it’s no big deal, of course. It’s not like I spent days thinking about these concepts. But I’ve been feeling like writing, lately, and this is as good an opportunity as any.

The trigger for this particular thing is rather silly and is probably explained more accurately, come to think of it, by “unconsciously registering” something before consciously registering it.

Was having breakfast and started thinking about the importance of being environmentally responsible, the paradox of “consumption as freedom,” the consequences of some lifestyle choices including carfree living, etc. This stream of thought led me, not unexpectedly, to the perspectives on climate change, people’s perception of scientific evidence, and the so-called ClimateGate. I care a lot about critical thinking, regardless of whether or not I agree with a certain idea, so I think the email controversy shows the importance of transparency. So far, nothing unexpected. Within a couple of minutes, I had covered a few of the subjects du jour. And that’s what struck me, because right then, I (over)heard a radio host introduce a guest whose talk is titled:

What is the role of climate scientists in the climate change debate?

Obviously, Tremblay addressed ClimateGate quite directly. So my thoughts were “in phase” with Tremblay’s.

A few minutes prior to (over)hearing this introduction, I (over)heard a comment about topics of social conversations at different points in recent history. According to screenwriter Fabienne Larouche, issues covered in the first seasons of her “flagship” tv series are still at the forefront in Quebec society today, fourteen years later. So I was probably even more “in tune” with the notion of being “in phase.” Especially with my society.

I said “(over)heard” because I wasn’t really listening to that radio show. It was just playing in the background and I wasn’t paying much attention. I don’t tend to listen to live radio but I do listen to some radio recordings as podcasts. One reason I like doing so is that I can pay much closer attention to what I hear. Another is that I can listen to what I want when I feel like listen to it, which means that I can prepare myself for a heady topic or choose some tech-fluff to wind down after a course. There’s also the serendipity of listening to very disparate programmes in the same listening session, as if I were “turning the dial” after each show on a worldwide radio (I often switch between French and English and/or between European and North American sources). For a while now, I’ve been listening to podcasts at double-speed, which helps me focus on what’s most significant.

(In Jazz, we talk about “top notes,” meaning the ones which are more prominent. It’s easier to focus on them at double-speed than at normal speed so “double-times” have an interesting cognitive effect.)

So, I felt “in phase.” As mentioned, it probably has much more to do with having passively heard things without paying attention yet letting it “seep into my brain” to create connections between a few subjects which get me to the same point as what comes later. A large part of this is well-known in psychology, especially in terms of cognition. We start noticing things when they enter into a schema we have in our mind. These things we start noticing were there all along so the “discovery” is only in our mind (in the sense that it wouldn’t be a discovery for others). When we learn a new word, for instance, we start hearing it everywhere.

But there are also words which start being used by everyone because they have been diffused largely at a given point in time. An actual neologism can travel quickly and a word in our passive vocabulary can also come to prominence, especially in mainstream media. Clearly, this is an issue of interest to psychologists, folklorists, and media analysts alike. I’m enough of a folklorist and media observer to think about the social processes behind the diffusion of terms regardless of what psychologists think.

A few months back, I got the impression that the word “nimble” had suddenly increased in currency after it was used in a speech by the current PotUS. Since I’m a non-native speaker of English, I’m likely to be accused of noticing the word because it’s part my own passive vocabulary. I have examples in French, though some are with words which were new to me, at the time («peoplisation», «battante»…). I probably won’t be able to defend myself from those who say that it’s just a matter of my own exposure to those terms. Though there are ways to analyze the currency of a given term, I’m not sure I trust this type of analysis a lot more than my gut feeling, at least in terms of realtime trends.

Which makes me think of “memetics.” Not in the strict sense that Dawkins would like us to use. But in the way popular culture cares about the propagation of “units of thought.” I recently read a fascinating blogpost (in French) about  memetics from this perspective, playing Dawkins against himself. As coincidences keep happening (or, more accurately, as I’m accutely tuned to find coincidences everywhere), I’ve been having a discussion about Mahir‘s personal homepage (aka “I kiss you”), who became an “Internet celebrity” through this process which is now called memetic. The reason his page was noticed isn’t that it was so unique. But it had this je ne sais quoi which captured the imagination, at the time (the latter part of the “Dot-Com Bubble”). As some literary critics and many other humanists teach us, it’s not the item itself which counts, it’s how we receive it (yes, I tend to be on the “reception” and “eye of the beholder” side of things). Mahir was striking because he was, indeed, “out of phase” with the times.

As I think about phase, I keep hearing the other acoustic analogy: the tuning of sine waves. When a sine wave is very slightly “out of tune” with another, we hear a very slow oscillation (interference beats) until they produce resonance. There’s a direct relationship between beat tones and phase, but I think “in tune” and “in phase” remain separate analogies.

One reason I like to think about waves for these analogies is that I tend to perceive temporal change through these concepts. If we think of historical change through cycles, being “in phase” is a matter of matching two change processes until they’re aligned but the cycles may be in harmonic relationships. One can move twice as fast as society and still be “in phase” with it.

Sure, I’m overextending the analogies, and there’s something far-fetched about this. But that’s pretty much what I like about analogical thinking. As I’m under the weather, this kind of rambling is almost therapeutic.

Scriptocentrism and the Freedom to Think

Books are modern. Online textuality is postmodern.

As a comment on my previous blogpost on books, a friend sent me (through Facebook) a link to a blogpost about a petition to Amazon with the following statement:

The freedom to read is tantamount to the freedom to think.

As this friend and I are both anthros+africanists, I’m reacting (perhaps a bit strongly) to that statement.

Given my perspective, I would dare say that I find this statement (brought about by DbD)… ethnocentric.

There, I said it.

And I’ll try to back it up in this blogpost in order to spark even more discussion.

We won’t exhaust this topic any time soon, but I feel there’s a lot we can do about it which has rarely been done.

I won’t use the textbook case of “Language in the Inner City,” but it could help us talk about who decides, in a given social context, what is important. We both come from a literacy-focused background, so we may have to take a step back. Not sure if Bourdieu has commented on Labov, especially in terms of what all this means for “education,” but I’d even want to bring in Ivan Illich, at some point.

Hunters with whom I’ve been working, in Mali, vary greatly in terms of literacy. Some of them have a strong university background and one can even write French legalese (he’s a judge). Others (or some of the same) have gone to Koranic school long enough that can read classical Arabic. Some have the minimal knowledge of Arabic which suffices, for them, to do divination. Many of them have a very low level of functional literacy. There’s always someone around them who can read and write, so they’re usually not out of the loop and it’s not like the social hierarchy stereotypical of the Catholic Church during the Middle Ages in Europe. It’s a very different social context which can hardly be superimposed with the history of writing and the printing press in Europe.

In terms of “freedom to thinik,” I really wouldn’t say that they’re lacking. Of course, “free thinker” has a specific meaning in liberal societies with a European background. But even this meaning can be applied to many people I’ve met in Mali.

And I go back to the social context. Those with the highest degree of functional literacy aren’t necessarily those with the highest social status. And unlike Harlem described by Labov, it’s a relatively independent context from the one in which literacy is a sine qua non. Sure, it’s a neocolonial context and Euro-Americans keep insisting that literacy in Latin script is “the most important thing ever” if they are to become a true liberal democracy. Yet, internally, it’s perfectly possible for someone to think freely, get recognition, and help other people to think without going through the written medium.

Many of those I know who have almost nonexistent skills in the written medium also have enough power (in a Weberian sense) that they get others to do the reading and writing for them. And because there are many social means to ensure that communication has worked appropriately, these “scribes” aren’t very likely to use this to take anything away from those for whom they read and write.

In Switzerland, one of my recent ancestors was functionally illiterate. Because of this, she “signed away” most of her wealth. Down the line, I’m one of her very few heirs. So, in a way, I lost part of my inheritance due to illiteracy.

Unless the switch to a European model for notarial services becomes complete, a case like this is unlikely to occur among people I know in Mali. If it does happen, it’s clearly not a failure of the oral system but a problem with this kind of transition. It’s somewhat similar to the situation with women in diverse parts of the continent during the period of direct colonialism: the fact that women have lost what powers they had (say, in a matrilineal/matrilocal society) has to do with the switch to a hierarchical system which put the emphasis on new factors which excluded the type of influence women had.

In other words, I fully understand the connections between liberalism and literacy and I’ve heard enough about the importance of the printing press and journalism in these liberal societies to understand what role reading has played in those contexts. I simply dispute the notion that these connections should be universal.

Yes, I wish the “Universal Declaration of Human Rights” (including the (in)famous Article 26, which caused so many issues) were more culturally aware.

I started reading Deschooling Society a few weeks ago. In terms of “insight density,” it’s much higher than the book which prompted this discussion. While reading the first chapter, I constructed a number of ideas which I personally find useful.

I haven’t finished reading the book. Yet. I might eventually finish it. But much of what I wanted to get from that book, I was able to get from diverse sources. Including that part of the book I did read, sequentially. But, also, everything which has been written about Illich since 1971. And I’ll be interested in reading comments by the reading group at Wikiversity.

Given my background, I have as many “things to say” about the issues surrounding schooling as what I’ve read. If I had the time, I could write as much on what I’ve read from that book and it’d probably bring me a lot of benefits.

I’ve heard enough strong reactions against this attitude I’m displaying that I can hear it, already: “how can you talk about a book you haven’t read.” And I sincerely think these people miss an important point. I wouldn’t go so far as to say that their reading habits are off (that’d be mean), especially since those are well-adapted to certain contexts, including what I call scriptocentrism. Not that these people are scriptocentric. But their attitude “goes well with” scriptocentrism.

Academia, despite being to context for an enormous amount of writing and reading, isn’t displaying that kind of scriptocentrism. Sure, a lot of what we do needs to be written (although, it’s often surprising how much insight goes unwritten in the work of many an academic). And we do get evaluated through our writing. Not to mention that we need to write in a very specific mode, which almost causes a diglossia.

But we simply don’t feel forced to “read the whole text.”

A colleague has described this as the “dirty little secret” of academia. And one which changes many things for students, to the point that it almost sounds as if it remains a secret so as to separate students into categories of “those who get it” and “the mass.”

It doesn’t take a semester to read a textbook so there are students who get the impression that they can simply read the book in a weekend and take the exams. These students may succeed, depending on the course. In fact, they may get really good grades. But they run into a wall if they want to go on with a career making any use of knowledge construction skills.

Bill Reimer has interesting documents about “better reading.” It’s a PowerPoint presentation accompanied by exercises in a PDF format. (No, I won’t discuss format here.)

I keep pointing students to those documents for a simple reason: Reimer isn’t advocating reading every word in sequence. His “skim then focus” advice might be the one piece which is harder to get through to people but it’s tremendously effective in academic contexts. It’s also one which is well-adapted to the kind of online reading I’m thinking about. And not necessarily that good for physical books. Sure, you can efficiently flip pages in a book. But skimming a text on paper is more likely to be about what stands out visually than about the structure of the text. Especially with book-length texts. The same advice holds with physical books, of course. After all, this kind of advice originally comes from that historical period which I might describe as the “heyday of books”: the late 20th Century. But I’d say that the kind of “better reading” Reimer describes is enhanced in the context of online textuality. Not just the “Read/Write Web” but Instant Messaging, email, forums, ICQ, wikis, hypertext, Gopher, even PowerPoint…

Much of this has to do with different models of human communication. The Shannon/Weaver crowd have a linear/directional model, based on information processing. Codec and modem. Something which, after Irvine’s Shadow Conversations, I tend to call “the football theory of communication.” This model might be the best-known one, especially among those who study in departments of communication along with other would-be journalists. Works well for a “broadcast” medium with mostly indirect interaction (books, television, radio, cinema, press conferences, etc.). Doesn’t work so well for the backchannel-heavy “smalltalk”  stuff of most human communication actually going on in this world.

Some cognitivists (including Chomsky) have a schema-based model. Constructivists (from Piaget on) have an elaborate model based on knowledge. Several linguistic anthropologists (including yours truly but also Judith Irvine, Richard Bauman, and Dell Hymes) have a model which gives more than lipservice to the notion of performance. And there’s a functional model of any human communication in Jakobson’s classic text on verbal communication. It’s a model which can sound as if it were linear/bidirectional but it’s much broader than this. His six “functions of verbal communication” do come from six elements of the communication process (channel, code, form, context, speaker, listener). But each of these elements embeds a complex reality and Jakobson’s model seems completely compatible with a holistic approach to human communication. In fact, Jakobson has had a tremendous impact on a large variety of people, including many key figures in linguistic anthropology along with Lévi-Strauss and, yes, even Chomsky.

(Sometimes, I wish more people knew about Jakobson. Oh, wait! Since Jakobson was living in the US, I need to americanize this statement: “Jakobson is the most underrated scholar ever.”)

All these models do (or, in my mind, should) integrate written communication. Yet scriptocentrism has often led us far away from “texts as communication” and into “text as an object.” Scriptocentrism works well with modernity. Going away from scriptocentrism is a way to accept our postmodern reality.

I Hate Books

I want books dead. For social reasons.

In a way, this is a followup to a discussion happening on Facebook after something I posted (available publicly on Twitter): “(Alexandre) wishes physical books a quick and painfree death. / aime la connaissance.”

As I expected, the reactions I received were from friends who are aghast: how dare I dismiss physical books? Don’t I know no shame?

Apparently, no, not in this case.

And while I posted it as a quip, it’s the result of a rather long reflection. It’s not that I’m suddenly anti-books. It’s that I stopped buying several of the “pro-book” arguments a while ago.

Sure, sure. Books are the textbook case of technlogy which needs no improvement. eBooks can’t replace the experience of doing this or that with a book. But that’s what folkloristics defines as a functional shift. Like woven baskets which became objects of nostalgia, books are being maintained as the model for a very specific attitude toward knowledge construction based on monolithic authored texts vetted by gatekeepers and sold as access to information.

An important point, here, is that I’m not really thinking about fiction. I used to read two novel-length works a week (collections of short stories, plays…), for a period of about 10 years (ages 13 to 23). So, during that period, I probably read about 1,000 novels, ranging from Proust’s Recherche to Baricco’s Novecentoand the five books of Rabelais’s Pantagruel series. This was after having read a fair deal of adolescent and young adult fiction. By today’s standards, I might be considered fairly well-read.

My life has changed a lot, since that time. I didn’t exactly stop reading fiction but my move through graduate school eventually shifted my reading time from fiction to academic texts. And I started writing more and more, online and offline.
In the same time, the Web had also been making me shift from pointed longform texts to copious amounts of shortform text. Much more polyvocal than what Bakhtin himself would have imagined.

(I’ve also been shifting from French to English, during that time. But that’s almost another story. Or it’s another part of the story which can reamin in the backdrop without being addressed directly at this point. Ask, if you’re curious.)
The increase in my writing activity is, itself, a shift in the way I think, act, talk… and get feedback. See, the fact that I talk and write a lot, in a variety of circumstances, also means that I get a lot of people to play along. There’s still a risk of groupthink, in specific contexts, but one couldn’t say I keep getting things from the same perspective. In fact, the very Facebook conversation which sparked this blogpost is an example, as the people responding there come from relatively distant backgrounds (though there are similarities) and were not specifically queried about this. Their reactions have a very specific value, to me. Sure, it comes in the form of writing. But it’s giving me even more of something I used to find in writing: insight. The stuff you can’t get through Google.

So, back to books.

I dislike physical books. I wish I didn’t have to use them to read what I want to read. I do have a much easier time with short reading sessions on a computer screen that what would turn into rather long periods of time holding a book in my hands.

Physical books just don’t do it for me, anymore. The printing press is, like, soooo 1454!

Yes, books had “a good run.” No, nothing replaces them. That’s not the way it works. Movies didn’t replace theater, television didn’t replace radio, automobiles didn’t replace horses, photographs didn’t replace paintings, books didn’t replace orality. In fact, the technology itself doesn’t do much by itself. But social contexts recontextualize tools. If we take technology to be the set of both tools and the knowledge surrounding it, technology mostly goes through social processes, since tool repertoires and corresponding knowledge mostly shift in social contexts, not in their mere existence. Gutenberg’s Bible was a “game-changer” for social, as well as technical reasons.

And I do insist on orality. Journalists and other “communication is transmission of information” followers of Shannon&Weaver tend to portray writing as the annihilation of orality. How long after the invention of writing did Homer transfer an oral tradition to the writing media? Didn’t Albert Lord show the vitality of the epic well into the 20th Century? Isn’t a lot of our knowledge constructed through oral means? Is Internet writing that far, conceptually, from orality? Is literacy a simple on/off switch?

Not only did I maintain an interest in orality through the most book-focused moments of my life but I probably care more about orality now than I ever did. So I simply cannot accept the idea that books have simply replaced the human voice. It doesn’t add up.

My guess is that books won’t simply disappear either. There should still be a use for “coffee table books” and books as gifts or collectables. Records haven’t disappeared completely and CDs still have a few more days in dedicated stores. But, in general, we’re moving away from the “support medium” for “content” and more toward actual knowledge management in socially significant contexts.

In these contexts, books often make little sense. Reading books is passive while these contexts are about (hyper-)/(inter-)active.

Case in point (and the reason I felt compelled to post that Facebook/Twitter quip)…
I hear about a “just released” French book during a Swiss podcast. Of course, it’s taken a while to write and publish. So, by the time I heard about it, there was no way to participate in the construction of knowledge which led to it. It was already “set in stone” as an “opus.”

Looked for it at diverse bookstores. One bookstore could eventually order it. It’d take weeks and be quite costly (for something I’m mostly curious about, not depending on for something really important).

I eventually find it in the catalogue at BANQ. I reserve it. It wasn’t on the shelves, yet, so I had to wait until it was. It took from November to February. I eventually get a message that I have a couple of days to pick up my reservation but I wasn’t able to go. So it went back on the “just released” shelves. I had the full call number but books in that section aren’t in their call number sequence. I spent several minutes looking back and forth between eight shelves to eventually find out that there were four more shelves in the “humanities and social sciences” section. The book I was looking was on one of those shelves.

So, I was able to borrow it.

Phew!

In the metro, I browse through it. Given my academic reflex, I look for the back matter first. No bibliography, no index, a ToC with rather obscure titles (at random: «Taylor toujours à l’œuvre»/”Taylor still at work,” which I’m assuming to be a reference to continuing taylorism). The book is written by two separate dudes but there’s no clear indication of who wrote what. There’s a preface (by somebody else) but no “acknowledgments” section, so it’s hard to see who’s in their network. Footnotes include full URLs to rather broad sites as well as “discussion with <an author’s name>.” The back cover starts off with references to French popular culture (including something about “RER D,” which would be difficult to search). Information about both authors fits in less than 40 words (including a list of publication titles).

The book itself is fairly large print, ways almost a pound (422g, to be exact) for 327 pages (including front and back matter). Each page seems to be about 50 characters per line, about 30 lines per page. So, about half a million characters or 3500 tweets (including spaces). At 5+1 characters per word, about 80,000 words (I have a 7500-words blogpost, written in an afternoon). At about 250 words per minute, about five hours of reading. This book is listed at 19€ (about 27CAD).
There’s no direct way to do any “postprocessing” with the text: no speech synthesis for visually impaired, concordance analysis, no machine translation, even a simple search for occurences of “Sarkozy” is impossible. Not to mention sharing quotes with students or annotating in an easy-to-retrieve fashion (à la Diigo).

Like any book, it’s impossible to read in the dark and I actually have a hard time to find a spot where I can read with appropriate lighting.

Flipping through the book, I get the impression that there’s some valuable things to spark discussions, but there’s also a whole lot of redundancy with frequent discussions on the topic (the Future of Journalism, or #FoJ, as a matter of fact). My guesstimate is that, out of 5 hours of reading, I’d get at most 20 pieces of insight that I’d have exactly no way to find elsewhere. Comparable books to which I listened as audiobooks, recently, had much less. In other words, I’d have at most 20 tweets worth of things to say from the book. Almost a 200:1 compression.
Direct discussion with the authors could produce much more insight. The radio interviews with these authors already contained a few insight hints, which predisposed me to look for more. But, so many months later, without the streams of thought which animated me at the time, I end up with something much less valuable than what I wanted to get, back in November.

Bottomline: Books aren’t necessarily “broken” as a tool. They just don’t fit my life, anymore.

Installing BuddyPress 1.2 on FatCow: Quick Edition

I recently posted a rambling version of instructions about how to install BuddyPress 1.1.3 on FatCow:

Installing BuddyPress on a Webhost « Disparate.

BuddyPress 1.2 was just released, with some neat new features including the ability to run on a standard (non-WPµ) version of WordPress and a new way to handle templates. They now have three-step instructions on how to install BuddyPress. Here’s my somewhat more verbose take (but still reasonably straightforward and concise). A few things are FatCow-specific but everything should be easy to adapt for any decent webhost. (In fact, it’d likely be easier elsewhere.)

  1. Create database in FatCow’s Manage MySQL
  2. Download WP 2.9.2 from the download page.
  3. Uncompress WP  using FatCow’s Archive Gateway
  4. Rename “wordpress” to <name> (not necessary, but useful, I find; “community” or “commons” would make sense for <name>)
  5. Go to <full domain>/<name> (say, “example.com/commons” if you used “commons” for <name> and your domain were “example.com”)
  6. Click “Create a Configuration file”
  7. Click “Let’s Go”
  8. Enter database information from database created in MySQL
  9. Change “localhost” to “<username>.fatcowmysql.com” (where <username> is your FatCow username)
  10. Click “Submit”
  11. Click “Run the Install”
  12. Fill in blog title and email, decide on crawling
  13. Click on “Install WordPress”
  14. Copy generated password
  15. Enter login details
  16. Click “Log In”
  17. Click “Yes, Take me to my profile page”
  18. Add “New password” (twice)
  19. Click “Update Profile”
  20. Click “Plugins”
  21. Click “Add New”
  22. In the searchbox, type “BuddyPress”
  23. Find BuddyPress 1.2 (created by “The BuddyPress Community”)
  24. Click “Install”
  25. Click “Install Now”
  26. Click “Activate Plugin”
  27. Click “update your permalink structure”
  28. Choose an option (say, “Day and Name”)
  29. Click “Save Changes”
  30. Click “Appearance”
  31. Click “Activate” under BuddyPress default

You now have a full BuddyPress installation. “Social Networking in a Box”

You can do a number of things, now. Including visiting your BuddyPress installation by clicking on the “Visit Site” link at the top of the page.

But there are several options in BuddyPress which should probably be set if you want to do anything with the site. For instance, you can setup forums through the bbPress installation which is included in BuddyPress. So, if you’re still in the WordPress dashboard, you can do the following:

  1. Click “BuddyPress”
  2. Click “Forum Setup”
  3. Click “Set up a new bbPress installation”
  4. Click “Complete Installation”

This way, any time you create a new group, you’ll be able to add a forum to it. To do so:

  1. Click “Visit Site”
  2. Click “Groups”
  3. Click “Create a Group”
  4. Fill in the group name and description.
  5. Click “Create Group and Continue”
  6. Select whether or not you want to enable the discussion forum, choose the privacy options, and click “Next Step”
  7. Choose an avatar (or leave the default one) and click “Next Step”
  8. Click “Finish”

You now have a fully functioning group, with discussion forum.

There’s a lot of things you can now do, including all sorts of neat plugins, change the theme, etc. But this installation is fully functional and fun. So I’d encourage you to play with it, especially if you already have a group of users. The way BuddyPress is set up, you can do all sorts of things on the site itself. So you can click “Visit Site” and start creating profiles, groups, etc.

One thing with the BuddyPress Default Theme, though, is that it doesn’t make it obvious how you can come back to the Dashboard. You can do so by going to “<full domain>/<name>/wp-admin/” (adding “/wp-admin/” to your BuddyPress address). Another way, which is less obvious, but also works is to go to a blog comment (there’s one added by defaul) and click on “Edit.”

Why I Need an iPad

I’m one of those who feel the iPad is the right tool for the job.

I’m one of those who feel the iPad is the right tool for the job.

This is mostly meant as a reply to this blogthread. But it’s also more generally about my personal reaction to Apple’s iPad announcement.

Some background.

I’m an ethnographer and a teacher. I read a fair deal, write a lot of notes, and work in a variety of contexts. These days, I tend to spend a good amount of time in cafés and other public places where I like to work without being too isolated. I also commute using public transit, listen to lots of podcast, and create my own. I’m also very aural.

I’ve used a number of PDAs, over the years, from a Newton MessagePad 130 (1997) to a variety of PalmOS devices (until 2008). In fact, some people readily associated me with PDA use.

As soon as I learnt about the iPod touch, I needed one. As soon as I’ve heard about the SafariPad, I wanted one. I’ve been an intense ‘touch user since the iPhone OS 2.0 release and I’m a happy camper.

(A major reason I never bought an iPhone, apart from price, is that it requires a contract.)

In my experience, the ‘touch is the most appropriate device for all sorts of activities which are either part of an other activity (reading during a commute) or are simply too short in duration to constitute an actual “computer session.” You don’t “sit down to work at your ‘touch” the way you might sit in front of a laptop or desktop screen. This works great for “looking up stufff” or “checking email.” It also makes a lot of sense during commutes in crowded buses or metros.

In those cases, the iPod touch is almost ideal. Ubiquitous access to Internet would be nice, but that’s not a deal-breaker. Alternative text-input methods would help in some cases, but I do end up being about as fast on my ‘touch as I was with Graffiti on PalmOS.

For other tasks, I have a Mac mini. Sure, it’s limited. But it does the job. In fact, I have no intention of switching for another desktop and I even have an eMachines collecting dust (it’s too noisy to make a good server).

What I miss, though, is a laptop. I used an iBook G3 for several years and loved it. For a little while later, I was able to share a MacBook with somebody else and it was a wonderful experience. I even got to play with the OLPC XO for a few weeks. That one was not so pleasant an experience but it did give me a taste for netbooks. And it made me think about other types of iPhone-like devices. Especially in educational contexts. (As I mentioned, I’m a teacher)

I’ve been laptop-less for a while, now. And though my ‘touch replaces it in many contexts, there are still times when I’d really need a laptop. And these have to do with what I might call “mobile sessions.”

For instance: liveblogging a conference or meeting. I’ve used my ‘touch for this very purpose on a good number of occasions. But it gets rather uncomfortable, after a while, and it’s not very fast. A laptop is better for this, with a keyboard and a larger form factor. But the iPad will be even better because of lower risks of RSI. A related example: just imagine TweetDeck on iPad.

Possibly my favourite example of a context in which the iPad will be ideal: presentations. Even before learning about the prospect of getting iWork on a tablet, presentations were a context in which I really missed a laptop.

Sure, in most cases, these days, there’s a computer (usually a desktop running XP) hooked to a projector. You just need to download your presentation file from Slideshare, show it from Prezi, or transfer it through USB. No biggie.

But it’s not the extra steps which change everything. It’s the uncertainty. Even if it’s often unfounded, I usually get worried that something might just not work, along the way. The slides might not show the same way as you see it because something is missing on that computer or that computer is simply using a different version of the presentation software. In fact, that software is typically Microsoft PowerPoint which, while convenient, fits much less in my workflow than does Apple Keynote.

The other big thing about presentations is the “presenter mode,” allowing you to get more content than (or different content from) what the audience sees. In most contexts where I’ve used someone else’s computer to do a presentation, the projector was mirroring the computer’s screen, not using it as a different space. PowerPoint has this convenient “presenter view” but very rarely did I see it as an available option on “the computer in the room.” I wish I could use my ‘touch to drive presentations, which I could do if I installed software on that “computer in the room.” But it’s not something that is likely to happen, in most cases.

A MacBook solves all of these problems. and it’s an obvious use for laptops. But how, then, is the iPad better? Basically because of interface. Switching slides on a laptop isn’t hard, but it’s more awkward than we realize. Even before watching the demo of Keynote on the iPad, I could simply imagine the actual pleasure of flipping through slides using a touch interface. The fit is “natural.”

I sincerely think that Keynote on the iPad will change a number of things, for me. Including the way I teach.

Then, there’s reading.

Now, I’m not one of those people who just can’t read on a computer screen. In fact, I even grade assignments directly from the screen. But I must admit that online reading hasn’t been ideal, for me. I’ve read full books as PDF files or dedicated formats on PalmOS, but it wasn’t so much fun, in terms of the reading process. And I’ve used my ‘touch to read things through Stanza or ReadItLater. But it doesn’t work so well for longer reading sessions. Even in terms of holding the ‘touch, it’s not so obvious. And, what’s funny, even a laptop isn’t that ideal, for me, as a reading device. In a sense, this is when the keyboard “gets in the way.”

Sure, I could get a Kindle. I’m not a big fan of dedicated devices and, at least on paper, I find the Kindle a bit limited for my needs. Especially in terms of sources. I’d like to be able to use documents in a variety of formats and put them in a reading list, for extended reading sessions. No, not “curled up in bed.” But maybe lying down in a sofa without external lighting. Given my experience with the ‘touch, the iPad is very likely the ideal device for this.

Then, there’s the overall “multi-touch device” thing. People have already been quite creative with the small touchscreen on iPhones and ‘touches, I can just imagine what may be done with a larger screen. Lots has been said about differences in “screen real estate” in laptop or desktop screens. We all know it can make a big difference in terms of what you can display at the same time. In some cases, two screens isn’t even a luxury, for instance when you code and display a page at the same time (LaTeX, CSS…). Certainly, the same qualitative difference applies to multitouch devices. Probably even more so, since the display is also used for input. What Han found missing in the iPhone’s multitouch was the ability to use both hands. With the iPad, Han’s vision is finding its space.

Oh, sure, the iPad is very restricted. For instance, it’s easy to imagine how much more useful it’d be if it did support multitasking with third-party apps. And a front-facing camera is something I was expecting in the first iPhone. It would just make so much sense that a friend seems very disappointed by this lack of videoconferencing potential. But we’re probably talking about predetermined expectations, here. We’re comparing the iPad with something we had in mind.

Then, there’s the issue of the competition. Tablets have been released and some multitouch tablets have recently been announced. What makes the iPad better than these? Well, we could all get in the same OS wars as have been happening with laptops and desktops. In my case, the investment in applications, files, and expertise that I have made in a Mac ecosystem rendered my XP years relatively uncomfortable and me appreciate returning to the Mac. My iPod touch fits right in that context. Oh, sure, I could use it with a Windows machine, which is in fact what I did for the first several months. But the relationship between the iPhone OS and Mac OS X is such that using devices in those two systems is much more efficient, in terms of my own workflow, than I could get while using XP and iPhone OS. There are some technical dimensions to this, such as the integration between iCal and the iPhone OS Calendar, or even the filesystem. But I’m actually thinking more about the cognitive dimensions of recognizing some of the same interface elements. “Look and feel” isn’t just about shiny and “purty.” It’s about interactions between a human brain, a complex sensorimotor apparatus, and a machine. Things go more quickly when you don’t have to think too much about where some tools are, as you’re working.

So my reasons for wanting an iPad aren’t about being dazzled by a revolutionary device. They are about the right tool for the job.

Installing BuddyPress on a Webhost

Installing BuddyPress on a FatCow-hosted site. With ramblings.

[Jump here for more technical details.]

A few months ago, I installed BuddyPress on my Mac to try it out. It was a bit of an involved process, so I documented it:

WordPress MU, BuddyPress, and bbPress on Local Machine « Disparate.

More recently, I decided to get a webhost. Both to run some tests and, eventually, to build something useful. BuddyPress seems like a good way to go at it, especially since it’s improved a lot, in the past several months.

In fact, the installation process is much simpler, now, and I ran into some difficulties because I was following my own instructions (though adapting the process to my webhost). So a new blogpost may be in order. My previous one was very (possibly too) detailed. This one is much simpler, technically.

One thing to make clear is that BuddyPress is a set of plugins meant for WordPress µ (“WordPress MU,” “WPMU,” “WPµ”), the multi-user version of the WordPress blogging platform. BP is meant as a way to make WPµ more “social,” with such useful features as flexible profiles, user-to-user relationships, and forums (through bbPress, yet another one of those independent projects based on WordPress).

While BuddyPress depends on WPµ and does follow a blogging logic, I’m thinking about it as a social platform. Once I build it into something practical, I’ll probably use the blogging features but, in a way, it’s more of a tool to engage people in online social activities. BuddyPress probably doesn’t work as a way to “build a community” from scratch. But I think it can be quite useful as a way to engage members of an existing community, even if this engagement follows a blogger’s version of a Pareto distribution (which, hopefully, is dissociated from elitist principles).

But I digress, of course. This blogpost is more about the practical issue of adding a BuddyPress installation to a webhost.

Webhosts have come a long way, recently. Especially in terms of shared webhosting focused on LAMP (or PHP/MySQL, more specifically) for blogs and content-management. I don’t have any data on this, but it seems to me that a lot of people these days are relying on third-party webhosts instead of relying on their own servers when they want to build on their own blogging and content-management platforms. Of course, there’s a lot more people who prefer to use preexisting blog and content-management systems. For instance, it seems that there are more bloggers on WordPress.com than on other WordPress installations. And WP.com blogs probably represent a small number of people in comparison to the number of people who visit these blogs. So, in a way, those who run their own WordPress installations are a minority in the group of active WordPress bloggers which, itself, is a minority of blog visitors. Again, let’s hope this “power distribution” not a basis for elite theory!

Yes, another digression. I did tell you to skip, if you wanted the technical details!

I became part of the “self-hosted WordPress” community through a project on which I started work during the summer. It’s a website for an academic organization and I’m acting as the organization’s “Web Guru” (no, I didn’t choose the title). The site was already based on WordPress but I was rebuilding much of it in collaboration with the then-current “Digital Content Editor.” Through this project, I got to learn a lot about WordPress, themes, PHP, CSS, etc. And it was my first experience using a cPanel- (and Fantastico-)enabled webhost (BlueHost, at the time). It’s also how I decided to install WordPress on my local machine and did some amount of work from that machine.

But the local installation wasn’t an ideal solution for two reasons: a) I had to be in front of that local machine to work on this project; and b) it was much harder to show the results to the person with whom I was collaborating.

So, in the Fall, I decided to get my own staging server. After a few quick searches, I decided HostGator, partly because it was available on a monthly basis. Since this staging server was meant as a temporary solution, HG was close to ideal. It was easy to set up as a PayPal “subscription,” wasn’t that expensive (9$/month), had adequate support, and included everything that I needed at that point to install a current version of WordPress and play with theme files (after importing content from the original site). I’m really glad I made that decision because it made a number of things easier, including working from different computers, and sending links to get feedback.

While monthly HostGator fees were reasonable, it was still a more expensive proposition than what I had in mind for a longer-term solution. So, recently, a few weeks after releasing the new version of the organization’s website, I decided to cancel my HostGator subscription. A decision I made without any regret or bad feeling. HostGator was good to me. It’s just that I didn’t have any reason to keep that account or to do anything major with the domain name I was using on HG.

Though only a few weeks elapsed since I canceled that account, I didn’t immediately set out to transition to a new webhost. I didn’t go from HostGator to another webhost.

But having my own webhost still remained at the back of my mind as something which might be useful. For instance, while not really making a staging server necessary, a new phase in the academic website project brought up a sandboxing idea. Also, I went to a “WordPress Montreal” meeting and got to think about further WordPress development/deployment, including using BuddyPress for my own needs (both as my own project and as a way to build my own knowledge of the platform) instead of it being part of an organization’s project. I was also thinking about other interesting platforms which necessitate a webhost.

(More on these other platforms at a later point in time. Bottom line is, I’m happy with the prospects.)

So I wanted a new webhost. I set out to do some comparison shopping, as I’m wont to do. In my (allegedly limited) experience, finding the ideal webhost is particularly difficult. For one thing, search results are cluttered with a variety of “unuseful” things such as rants, advertising, and limited comparisons. And it’s actually not that easy to give a new webhost a try. For one thing, these hosting companies don’t necessarily have the most liberal refund policies you could imagine. And, switching a domain name between different hosts and registrars is a complicated process through which a name may remain “hostage.” Had I realized what was involved, I might have used a domain name to which I have no attachment or actually eschewed the whole domain transition and just try the webhost without a dedicated domain name.

Doh!
Live and learn. I sure do. Loving almost every minute of it.

At any rate, I had a relatively hard time finding my webhost.

I really didn’t need “bells and whistles.” For instance, all the AdSense, shopping cart, and other business-oriented features which seem to be publicized by most webhosting companies have no interest, to me.

I didn’t even care so much about absolute degree of reliability or speed. What I’m to do with this host is fairly basic stuff. The core idea is to use my own host to bypass some limitations. For instance, WordPress.com doesn’t allow for plugins yet most of the WordPress fun has to do with plugins.

I did want an “unlimited” host, as much as possible. Not because expect to have huge resource needs but I just didn’t want to have to monitor bandwidth.

I thought that my needs would be basic enough that any cPanel-enabled webhost would fit. As much as I could see, I needed FTP access to something which had PHP 5 and MySQL 5. I expected to install things myself, without use of the webhost’s scripts but I also thought the host would have some useful scripts. Although I had already registered the domain I wanted to use (through Name.com), I thought it might be useful to have a free domain in the webhosting package. Not that domain names are expensive, it’s more of a matter of convenience in terms of payment or setup.

I ended up with FatCow. But, honestly, I’d probably go with a different host if I were to start over (which I may do with another project).

I paid 88$ for two years of “unlimited” hosting, which is quite reasonable. And, on paper, FatCow has everything I need (and I bunch of things I don’t need). The missing parts aren’t anything major but have to do with minor annoyances. In other words, no real deal-breaker, here. But there’s a few things I wish I had realized before I committed on FatCow with a domain name I actually want to use.

Something which was almost a deal-breaker for me is the fact that FatCow requires payment for any additional subdomain. And these aren’t cheap: the minimum is 5$/month for five subdomains, up to 25$/month for unlimited subdomains! Even at a “regular” price of 88$/year for the basic webhosting plan, the “unlimited subdomains” feature (included in some webhosting plans elsewhere) is more than three times more expensive than the core plan.

As I don’t absolutely need extra subdomains, this is mostly a minor irritant. But it’s one reason I’ll probably be using another webhost for other projects.

Other issues with FatCow are probably not enough to motivate a switch.

For instance, the PHP version installed on FatCow (5.2.1) is a few minor releases behind the one needed by some interesting web applications. No biggie, especially if PHP is updated in a relatively reasonable timeframe. But still makes for a slight frustration.

The MySQL version seems recent enough, but it uses non-standard tools to manage it, which makes for some confusion. Attempting to create some MySQL databases with obvious names (say “wordpress”) fails because the database allegedly exists (even though it doesn’t show up in the MySQL administration). In the same vein, the URL of the MySQL is <username>.fatcowmysql.com instead of localhost as most installers seem to expect. Easy to handle once you realize it, but it makes for some confusion.

In terms of Fantastico-like simplified installation of webapps, FatCow uses InstallCentral, which looks like it might be its own Fantastico replacement. InstallCentral is decent enough as an installation tool and FatCow does provide for some of the most popular blog and CMS platforms. But, in some cases, the application version installed by FatCow is old enough (2005!)  that it requires multiple upgrades to get to a current version. Compared to other installation tools, FatCow’s InstallCentral doesn’t seem really efficient at keeping track of installed and released versions.

Something which is partly a neat feature and partly a potential issue is the way FatCow handles Apache-related security. This isn’t something which is so clear to me, so I might be wrong.

Accounts on both BlueHost and HostGator include a public_html directory where all sorts of things go, especially if they’re related to publicly-accessible content. This directory serves as the website’s root, so one expects content to be available there. The “index.html” or “index.php” file in this directory serves as the website’s frontpage. It’s fairly obvious, but it does require that one would understand a few things about webservers. FatCow doesn’t seem to create a public_html directory in a user’s server space. Or, more accurately, it seems that the root directory (aka ‘/’) is in fact public_html. In this sense, a user doesn’t have to think about which directory to use to share things on the Web. But it also means that some higher-level directories aren’t available. I’ve already run into some issues with this and I’ll probably be looking for a workaround. I’m assuming there’s one. But it’s sometimes easier to use generally-applicable advice than to find a custom solution.

Further, in terms of access control… It seems that webapps typically make use of diverse directories and .htaccess files to manage some forms of access controls. Unix-style file permissions are also involved but the kind of access needed for a web app is somewhat different from the “User/Group/All” of Unix filesystems. AFAICT, FatCow does support those .htaccess files. But it has its own tools for building them. That can be a neat feature, as it makes it easier, for instance, to password-protect some directories. But it could also be the source of some confusion.

There are other issues I have with FatCow, but it’s probably enough for now.

So… On to the installation process… 😉

It only takes a few minutes and is rather straightforward. This is the most verbose version of that process you could imagine…

Surprised? 😎

Disclaimer: I’m mostly documenting how I did it and there are some things about which I’m unclear. So it may not work for you. If it doesn’t, I may be able to help but I provide no guarantee that I will. I’m an anthropologist, not a Web development expert.

As always, YMMV.

A few instructions here are specific to FatCow, but the general process is probably valid on other hosts.

I’m presenting things in a sequence which should make sense. I used a slightly different order myself, but I think this one should still work. (If it doesn’t, drop me a comment!)

In these instructions, straight quotes (“”) are used to isolate elements from the rest of the text. They shouldn’t be typed or pasted.

I use “example.com” to refer to the domain on which the installation is done. In my case, it’s the domain name I transfered to FatCow from another registrar but it could probably be done without a dedicated domain (in which case it would be “<username>.fatcow.com” where “<username>” is your FatCow username).

I started with creating a MySQL database for WordPress MU. FatCow does have phpMyAdmin but the default tool in the cPanel is labeled “Manage MySQL.” It’s slightly easier to use for creating new databases than phpMyAdmin because it creates the database and initial user (with confirmed password) in a single, easy-to-understand dialog box.

So I created that new database, user, and password, noting down this information. Since that password appears in clear text at some point and can easily be changed through the same interface, I used one which was easy to remember but wasn’t one I use elsewhere.
Then, I dowloaded the following files to my local machine in order to upload them to my FatCow server space. The upload can be done through either FTP or FatCow’s FileManager. I tend to prefer FTP (via CyberDuck on the Mac or FileZilla on PC). But the FileManager does allow for easy uploads.
(Wish it could be more direct, using the HTTP links directly instead of downloading to upload. But I haven’t found a way to do it through either FTP or the FileManager.)
At any rate, here are the four files I transfered to my FatCow space, using .zip when there’s a choice (the .tar.gz “tarball” versions also work but require a couple of extra steps).
  1. WordPress MU (wordpress-mu-2.9.1.1.zip, in my case)
  2. Buddymatic (buddymatic.0.9.6.3.1.zip, in my case)
  3. EarlyMorning (only one version, it seems)
  4. EarlyMorning-BP (only one version, it seems)

Only the WordPress MU archive is needed to install BuddyPress. The last three files are needed for EarlyMorning, a BuddyPress theme that I found particularly neat. It’s perfectly possible to install BuddyPress without this specific theme. (Although, doing so, you need to install a BuddyPress-compatible theme, if only by moving some folders to make the default theme available, as I explained in point 15 in that previous tutorial.) Buddymatic itself is a theme framework which includes some child themes, so you don’t need to install EarlyMorning. But installing it is easy enough that I’m adding instructions related to that theme.

These files can be uploaded anywhere in my FatCow space. I uploaded them to a kind of test/upload directory, just to make it clear, for me.

A major FatCow idiosyncrasy is its FileManager (actually called “FileManager Beta” in the documentation but showing up as “FileManager” in the cPanel). From my experience with both BlueHost and HostGator (two well-known webhosting companies), I can say that FC’s FileManager is quite limited. One thing it doesn’t do is uncompress archives. So I have to resort to the “Archive Gateway,” which is surprisingly slow and cumbersome.

At any rate, I used that Archive Gateway to uncompress the four files. WordPress µ first (in the root directory or “/”), then both Buddymatic and EarlyMorning in “/wordpress-mu/wp-content/themes” (you can chose the output directory for zip and tar files), and finally EarlyMorning-BP (anywhere, individual files are moved later). To uncompress each file, select it in the dropdown menu (it can be located in any subdirectory, Archive Gateway looks everywhere), add the output directory in the appropriate field in the case of Buddymatic or EarlyMorning, and press “Extract/Uncompress”. Wait to see a message (in green) at the top of the window saying that the file has been uncompressed successfully.

Then, in the FileManager, the contents of the EarlyMorning-BP directory have to be moved to “/wordpress-mu/wp-content/themes/earlymorning”. (Thought they could be uncompressed there directly, but it created an extra folder.) To move those files in the FileManager, I browse to that earlymorning-bp directory, click on the checkbox to select all, click on the “Move” button (fourth from right, marked with a blue folder), and add the output path: /wordpress-mu/wp-content/themes/earlymorning

These files are tweaks to make the EarlyMorning theme work with BuddyPress.

Then, I had to change two files, through the FileManager (it could also be done with an FTP client).

One change is to EarlyMorning’s style.css:

/wordpress-mu/wp-content/themes/earlymorning/style.css

There, “Template: thematic” has to be changed to “Template: buddymatic” (so, “the” should be changed to “buddy”).

That change is needed because the EarlyMorning theme is a child theme of the “Thematic” WordPress parent theme. Buddymatic is a BuddyPress-savvy version of Thematic and this changes the child-parent relation from Thematic to Buddymatic.

The other change is in the Buddymatic “extensions”:

/wordpress-mu/wp-content/themes/buddymatic/library/extensions/buddypress_extensions.php

There, on line 39, “$bp->root_domain” should be changed to “bp_root_domain()”.

This change is needed because of something I’d consider a bug but that a commenter on another blog was kind enough to troubleshoot. Without this modification, the login button in BuddyPress wasn’t working because it was going to the website’s root (example.com/wp-login.php) instead of the WPµ installation (example.com/wordpress-mu/wp-login.php). I was quite happy to find this workaround but I’m not completely clear on the reason it works.

Then, something I did which might not be needed is to rename the “wordpress-mu” directory. Without that change, the BuddyPress installation would sit at “example.com/wordpress-mu,” which seems a bit cryptic for users. In my mind, “example.com/<name>,” where “<name>” is something meaningful like “social” or “community” works well enough for my needs. Because FatCow charges for subdomains, the “<name>.example.com” option would be costly.

(Of course, WPµ and BuddyPress could be installed in the site’s root and the frontpage for “example.com” could be the BuddyPress frontpage. But since I think of BuddyPress as an add-on to a more complete site, it seems better to have it as a level lower in the site’s hierarchy.)

With all of this done, the actual WPµ installation process can begin.

The first thing is to browse to that directory in which WPµ resides, either “example.com/wordpress-mu” or “example.com/<name>” with the “<name>” you chose. You’re then presented with the WordPress µ Installation screen.

Since FatCow charges for subdomains, it’s important to choose the following option: “Sub-directories (like example.com/blog1).” It’s actually by selecting the other option that I realized that FatCow restricted subdomains.

The Database Name, username and password are the ones you created initially with Manage MySQL. If you forgot that password, you can actually change it with that same tool.

An important FatCow-specific point, here, is that “Database Host” should be “<username>.fatcowmysql.com” (where “<username>” is your FatCow username). In my experience, other webhosts use “localhost” and WPµ defaults to that.

You’re asked to give a name to your blog. In a way, though, if you think of BuddyPress as more of a platform than a blogging system, that name should be rather general. As you’re installing “WordPress Multi-User,” you’ll be able to create many blogs with more specific names, if you want. But the name you’re entering here is for BuddyPress as a whole. As with <name> in “example.com/<name>” (instead of “example.com/wordpress-mu”), it’s a matter of personal opinion.

Something I noticed with the EarlyMorning theme is that it’s a good idea to keep the main blog’s name relatively short. I used thirteen characters and it seemed to fit quite well.

Once you’re done filling in this page, WPµ is installed in a flash. You’re then presented with some information about your installation. It’s probably a good idea to note down some of that information, including the full paths to your installation and the administrator’s password.

But the first thing you should do, as soon as you log in with “admin” as username and the password provided, is probably to the change that administrator password. (In fact, it seems that a frequent advice in the WordPress community is to create a new administrator user account, with a different username than “admin,” and delete the “admin” account. Given some security issues with WordPress in the past, it seems like a good piece of advice. But I won’t describe it here. I did do it in my installation and it’s quite easy to do in WPµ.

Then, you should probably enable plugins here:

example.com/<name>/wp-admin/wpmu-options.php#menu

(From what I understand, it might be possible to install BuddyPress without enabling plugins, since you’re logged in as the administrator, but it still makes sense to enable them and it happens to be what I did.)

You can also change a few other options, but these can be set at another point.

One option which is probably useful, is this one:

Allow new registrations Disabled
Enabled. Blogs and user accounts can be created.
Only user account can be created.

Obviously, it’s not necessary. But in the interest of opening up the BuddyPress to the wider world without worrying too much about a proliferation of blogs, it might make sense. You may end up with some fake user accounts, but that shouldn’t be a difficult problem to solve.

Now comes the installation of the BuddyPress plugin itself. You can do so by going here:

example.com/<name>/wp-admin/plugin-install.php

And do a search for “BuddyPress” as a term. The plugin you want was authored by “The BuddyPress Community.” (In my case, version 1.1.3.) Click the “Install” link to bring up the installation dialog, then click “Install Now” to actually install the plugin.

Once the install is done, click the “Activate” link to complete the basic BuddyPress installation.

You now have a working installation of BuddyPress but the BuddyPress-savvy EarlyMorning isn’t enabled. So you need to go to “example.com/<name>/wp-admin/wpmu-themes.php” to enable both Buddymatic and EarlyMorning. You should then go to “example.com/<name>/wp-admin/themes.php” to activate the EarlyMorning theme.

Something which tripped me up because it’s now much easier than before is that forums (provided through bbPress) are now, literally, a one-click install. If you go here:

example.com/<name>/wp-admin/admin.php?page=bb-forums-setup

You can set up a new bbPress install (“Set up a new bbPress installation”) and everything will work wonderfully in terms of having forums fully integrated in BuddyPress. It’s so seamless that I wasn’t completely sure it had worked.

Besides this, I’d advise that you set up a few widgets for the BuddyPress frontpage. You do so through an easy-to-use drag-and-drop interface here:

example.com/<name>/wp-admin/widgets.php

I especially advise you to add the Twitter RSS widget because it seems to me to fit right in. If I’m not mistaken, the EarlyMorning theme contains specific elements to make this widget look good.

After that, you can just have fun with your new BuddyPress installation. The first thing I did was to register a new user. To do so, I logged out of my admin account,  and clicked on the Sign Up button. Since I “allow new registrations,” it’s a very simple process. In fact, this is one place where I think that BuddyPress shines. Something I didn’t explain is that you can add a series of fields for that registration and the user profile which goes with it.

The whole process really shouldn’t take very long. In fact, the longest parts have probably to do with waiting for Archive Gateway.

The rest is “merely” to get people involved in your BuddyPress installation. It can happen relatively easily, if you already have a group of people trying to do things together online. But it can be much more complicated than any software installation process… 😉

Development and Quality: Reply to Agile Diary

Getting on the soapbox about developers.

Former WiZiQ product manager Vikrama Dhiman responded to one of my tweets with a full-blown blogpost, thereby giving support to Matt Mullenweg‘s point that microblogging goes hand-in-hand with “macroblogging.”

My tweet:

enjoys draft æsthetics yet wishes more developers would release stable products. / adopte certains produits trop rapidement.

Vikrama’s post:

Good Enough Software Does Not Mean Bad Software « Agile Diary, Agile Introduction, Agile Implementation.

My reply:

“To an engineer, good enough means perfect. With an artist, there’s no such thing as perfect.” (Alexander Calder)

Thanks a lot for your kind comments. I’m very happy that my tweet (and status update) triggered this.

A bit of context for my tweet (actually, a post from Ping.fm, meant as a status update, thereby giving support in favour of conscious duplication, «n’en déplaise aux partisans de l’action contre la duplication».)

I’ve been thinking about what I call the “draft æsthetics.” In fact, I did a podcast episode about it. My description of that episode was:

Sometimes, there is such a thing as “Good Enough.”

Though I didn’t emphasize the “sometimes” part in that podcast episode, it was an important part of what I wanted to say. In fact, my intention wasn’t to defend draft æsthetics but to note that there seems to be a tendency toward this æsthetic mode. I do situate myself within that mode in many things I do, but it really doesn’t mean that this mode should be the exclusive one used in any context.

That aforequoted tweet was thus a response to my podcast episode on draft æsthetics. “Yes, ‘good enough’ may work, sometimes. But it needs not be applied in all cases.”

As I often get into convoluted discussions with people who seem to think that I condone or defend a position because I take it for myself, the main thing I’d say there is that I’m not only a relativist but I cherish nuance. In other words, my tweet was a way to qualify the core statement I was talking about in my podcast episode (that “good enough” exists, at times). And that statement isn’t necessarily my own. I notice a pattern by which this statement seems to be held as accurate by people. I share that opinion, but it’s not a strongly held belief of mine.

Of course, I digress…

So, the tweet which motivated Vikrama had to do with my approach to “good enough.” In this case, I tend to think about writing but in view of Eric S. Raymond’s approach to “Release Early, Release Often” (RERO). So there is a connection to software development and geek culture. But I think of “good enough” in a broader sense.

Disclaimer: I am not a coder.

The Calder quote remained in my head, after it was mentioned by a colleague who had read it in a local newspaper. One reason it struck me is that I spend some time thinking about artists and engineers, especially in social terms. I spend some time hanging out with engineers but I tend to be more on the “artist” side of what I perceive to be an axis of attitudes found in some social contexts. I do get a fair deal of flack for some of my comments on this characterization and it should be clear that it isn’t meant to imply any evaluation of individuals. But, as a model, the artist and engineer distinction seems to work, for me. In a way, it seems more useful than the distinction between science and art.

An engineer friend with whom I discussed this kind of distinction was quick to point out that, to him, there’s no such thing as “good enough.” He was also quick to point out that engineers can be creative and so on. But the point isn’t to exclude engineers from artistic endeavours. It’s to describe differences in modes of thought, ways of knowing, approaches to reality. And the way these are perceived socially. We could do a simple exercise with terms like “troubleshooting” and “emotional” to be assigned to the two broad categories of “engineer” and “artist.” Chances are that clear patterns would emerge. Of course, many concepts are as important to both sides (“intelligence,” “innovation”…) and they may also be telling. But dichotomies have heuristic value.

Now, to go back to software development, the focus in Vikrama’s Agile Diary post…

What pushed me to post my status update and tweet is in fact related to software development. Contrary to what Vikrama presumes, it wasn’t about a Web application. And it wasn’t even about a single thing. But it did have to do with firmware development and with software documentation.

The first case is that of my Fonera 2.0n router. Bought it in early November and I wasn’t able to connect to its private signal using my iPod touch. I could connect to the router using the public signal, but that required frequent authentication, as annoying as with ISF. Since my iPod touch is my main WiFi device, this issue made my Fonera 2.0n experience rather frustrating.

Of course, I’ve been contacting Fon‘s tech support. As is often the case, that experience was itself quite frustrating. I was told to reset my touch’s network settings which forced me to reauthenticate my touch on a number of networks I access regularly and only solved the problem temporarily. The same tech support person (or, at least, somebody using the same name) had me repeat the same description several times in the same email message. Perhaps unsurprisingly, I was also told to use third-party software which had nothing to do with my issue. All in all, your typical tech support experience.

But my tweet wasn’t really about tech support. It was about the product. Thougb I find the overall concept behind the Fonera 2.0n router very interesting, its implementation seems to me to be lacking. In fact, it reminds me of several FLOSS development projects that I’ve been observing and, to an extent, benefitting from.

This is rapidly transforming into a rant I’ve had in my “to blog” list for a while about “thinking outside the geek box.” I’ll try to resist the temptation, for now. But I can mention a blog thread which has been on my mind, in terms of this issue.

Firefox 3 is Still a Memory Hog — The NeoSmart Files.

The blogpost refers to a situation in which, according to at least some users (including the blogpost’s author), Firefox uses up more memory than it should and becomes difficult to use. The thread has several comments providing support to statements about the relatively poor performance of Firefox on people’s systems, but it also has “contributions” from an obvious troll, who keeps assigning the problem on the users’ side.

The thing about this is that it’s representative of a tricky issue in the geek world, whereby developers and users are perceived as belonging to two sides of a type of “class struggle.” Within the geek niche, users are often dismissed as “lusers.” Tech support humour includes condescending jokes about “code 6”: “the problem is 6″ from the screen.” The aforementioned Eric S. Raymond wrote a rather popular guide to asking questions in geek circles which seems surprisingly unaware of social and cultural issues, especially from someone with an anthropological background. Following that guide, one should switch their mind to that of a very effective problem-solver (i.e., the engineer frame) to ask questions “the smart way.” Not only is the onus on users, but any failure to comply with these rules may be met with this air of intellectual superiority encoded in that guide. IOW, “Troubleshoot now, ask questions later.”

Of course, many users are “guilty” of all sorts of “crimes” having to do with not reading the documentation which comes with the product or with simply not thinking about the issue with sufficient depth before contacting tech support. And as the majority of the population is on the “user” side, the situation can be described as both a form of marginalization (geek culture comes from “nerd” labels) and a matter of elitism (geek culture as self-absorbed).

This does have something to do with my Fonera 2.0n. With it, I was caught in this dynamic whereby I had to switch to the “engineer frame” in order to solve my problem. I eventually did solve my Fonera authentication problem, using a workaround mentioned in a forum post about another issue (free registration required). Turns out, the “release candidate” version of my Fonera’s firmware does solve the issue. Of course, this new firmware may cause other forms of instability and installing it required a bit of digging. But it eventually worked.

The point is that, as released, the Fonera 2.0n router is a geek toy. It’s unpolished in many ways. It’s full of promise in terms of what it may make possible, but it failed to deliver in terms of what a router should do (route a signal). In this case, I don’t consider it to be a finished product. It’s not necessarily “unstable” in the strict sense that a software engineer might use the term. In fact, I hesitated between different terms to use instead of “stable,” in that tweet, and I’m not that happy with my final choice. The Fonera 2.0n isn’t unstable. But it’s akin to an alpha version released as a finished product. That’s something we see a lot of, these days.

The main other case which prompted me to send that tweet is “CivRev for iPhone,” a game that I’ve been playing on my iPod touch.

I’ve played with different games in the Civ franchise and I even used the FLOSS version on occasion. Not only is “Civilization” a geek classic, but it does connect with some anthropological issues (usually in a problematic view: Civ’s worldview lacks anthro’s insight). And it’s the kind of game that I can easily play while listening to podcasts (I subscribe to a number of th0se).

What’s wrong with that game? Actually, not much. I can’t even say that it’s unstable, unlike some other items in the App Store. But there’s a few things which aren’t optimal in terms of documentation. Not that it’s difficult to figure out how the game works. But the game is complex enough that some documentation is quite useful. Especially since it does change between one version of the game and another. Unfortunately, the online manual isn’t particularly helpful. Oh, sure, it probably contains all the information required. But it’s not available offline, isn’t optimized for the device it’s supposed to be used with, doesn’t contain proper links between sections, isn’t directly searchable, and isn’t particularly well-written. Not to mention that it seems to only be available in English even though the game itself is available in multiple languages (I play it in French).

Nothing tragic, of course. But coupled with my Fonera experience, it contributed to both a slight sense of frustration and this whole reflection about unfinished products.

Sure, it’s not much. But it’s “good enough” to get me started.

Profils et web social

Élucubrations sur deux types de constructions de profils

J’écrivais ce message à un ami, à propos de mon expérience sur le site xkcd.com.

 

What? Oh, no, the 'Enchanted' soundtrack was just playing because Pandora's algorithms are terrible. [silence] ... (quietly) That's how you knooooooow ...
BD de xkcd
C’est sur xkcd, mais ça pourrait être ailleurs. C’est rien de très spécial, mais ça me donne à penser à ce qu’est le vrai web social, en ce moment. Surtout si on sort de la niche geek.

Donc…

  • Je vois le dernier xkcd.
  • Ça me fait réagir.
  • Je veux répondre.
  • Je sais qu’il y a des forums pour accompagner ces bande dessinées.
  • Je vais sur le forum lié à celui-ci (déjà quelques clics et il fallait que je connaisse l’existence de tout ça).
  • J’appuie sur Post Reply
  • Ça me demande de m’identifier.
  • Comme je crois avoir déjà envoyé quelque-chose là, je me branche avec mon username habituel.
  • Ah, mauvais mdp.
  • Je fais “forget pw”.
  • Oups! J’avais pas de compte avec mon adresse gmail (faut que ça soit la bonne combinaison donc, si je me rappelle pas de mon username, ça marche pas).
  • Je me crée un nouveau profil.
  • Le captcha est illisible, ça me prend plusieurs tentatives.
  • Faut que j’aille sur mon compte gmail activer mon compte sur les forums xkcd.
  • Une fois que c’est fait, je me retrouve à la page d’accueil des forums (pas à la page où j’essaie d’envoyer ma réponse).
  • Je retrouve la page que je voulais.
  • J’appuie sur Post Reply.
  • J’écris ma réponse et je l’envoie.
  • Évidemment, mon profil est vierge.
  • Je vais modifier ça.
  • Ça commence par mon numéro ICQ?? Eh bé!
  • Plus bas, je vois des champs pour Website et Interests. Je remplis ça rapidement, en pensant au plus générique.
  • Il y a aussi ma date de fête. Pas moyen de contrôler qui la voit, etc. Je l’ajoute pas.
  • J’enregistre les autres modifications.
  • Et j’essaie de changer mon avatar.
  • Il y a pas de bouton pour uploader.
  • Ça passe par une Gallery, mais il y a rien dedans.
  • Je laisse tomber, même si je sais bien que les geeks de xkcd sont du genre à rire de toi si t’as un profil générique.
  • Je quitte le site un peu frustré, sans vraiment avoir l’impression que je vais pouvoir commencer une conversation là-dessus.

Deuxième scénario.

J’arrive sur un site qui supporte Disqus (par exemple Mashable).

  • Je peux envoyer un commentaire en tant que guest.

You are commenting as a Guest. Optional: Login below.

Donc, si je veux seulement laisser un commentaire anonyme, c’est tout ce que j’ai à faire. «Merci, bonsoir!»

Même sans me brancher, je peux faire des choses avec les commentaires déjà présents (Like, Reply).

Mais je peux aussi me brancher avec mes profils Disqus, Facebook (avec Facebook Connect), ou Twitter (avec OAuth). Dans chaque cas, si je suis déjà branché sur ce compte dans mon browser, j’ai juste à cliquer pour autoriser l’accès. Même si je suis pas déjà branché, je peux m’identifier directement sur chaque site.

Après l’identification, je reviens tout de suite à la page où j’étais. Mon avatar s’affiche mais je peux le changer. Je peux aussi changer mon username, mais il est déjà inscrit. Mon avatar et mon nom sont liés à un profil assez complet, qui inclut mes derniers commentaires sur des sites qui supportent Disqus.

Sur le site où je commente, il y a une petite boîte avec un résumé de mon profil qui inclut un décompte des commentaires, le nombre de commentaires que j’ai indiqué comme “likes” et des points que j’ai acquis.

Je peux envoyer mon commentaire sur Twitter et sur Facebook en même temps. Je peux décider de recevoir des notices par courriel ou de m’abonner au RSS. Je vois tout de suite quel compte j’utilise (Post as…) et je peux changer de compte si je veux (personnel et pro, par exemple). Une fois que j’envoie mon commentaire, les autres visiteurs du site peuvent voir plus d’infos sur moi en passant avec la souris au-dessus de mon avatar et ils peuvent cliquer et avoir un dialogue modal avec un résumé de mon compte. Ce résumé mène évidemment sur le profil complet. Depuis le profil complet, les gens peuvent suivre mes commentaires ou explorer divers aspects de ma vie en-ligne.

Suite à mon commentaire, les gens peuvent aussi me répondre directement, de façon anonyme ou identifiée.

J’ai donc un profil riche en deux clics, avec beaucoup de flexibilité. Il y a donc un contexte personnel à mon commentaire.

L’aspect social est intéressant. Mon commentaire est identifié par mon profil et je suis identifié par mes commentaires. D’ailleurs, la plupart des avatars sur Mashable sont des vraies photos (ou des avatars génériques) alors que sur le forum xkcd, c’est surtout des avatars «conceptuels».

Ce que xkcd propose est plus proche du “in-group”. Les initiés ont déjà leurs comptes. Ils sont “in the know”. Ils ont certaines habitudes. Leurs signatures sont reconnaissables. L’auteur de la bd connaît probablement leurs profils de ses «vrais fans». Ces gens peuvent citer à peu près tout ce qui a été envoyé sur le site. D’ailleurs, ils comprennent toutes les blagues de la bd, ils ont les références nécessaires pour savoir de quoi l’auteur parle, que ça soit de mathématiques ou de science-fiction. Ils sont les premiers à envoyer des commentaires parce qu’ils savent à quel moment une nouvelle bd est envoyée. En fait, aller regarder une bd xkcd, ça fait partie de leur routine. Ils sont morts de rire à l’idée que certains ne savent pas encore que les vraies blagues xkcd sont dans les alt-text. Ils se font des inside-jokes en tout genre et se connaissent entre eux.

En ce sens, ils forment une «communauté». C’est un groupe ouvert mais il y a plusieurs processus d’exclusion qui sont en action à tout moment. Pour être accepté dans ce genre de groupe, faut faire sa place.

 

Les sites qui utilisent Disqus ont une toute autre structure. N’importe qui peut commenter n’importe quoi, même de façon anonyme. Ceux qui ne sont pas anonymes utilisent un profil consolidé, qui dit «voici ma persona de web social» (s’ils en ont plusieurs, ils présentent le masque qu’ils veulent présenter). En envoyant un commentaire sur Mashable, par exemple, ils ne s’impliquent pas vraiment. Ils construisent surtout leurs identités, regroupent leurs idées sur divers sujets. Ça se rapproche malgré tout de la notion de self-branding qui préoccupe tant des gens comme Isabelle Lopez, même si les réactions sont fortes contre l’idée de “branding”, dans la sphère du web social montréalaisn (la YulMob). Les conversations entre utilisateurs peuvent avoir lieu à travers divers sites. «Ah oui, je me rappelle d’elle sur tel autre blogue, je la suis déjà sur Twitter…». Il n’y a pas d’allégeance spécifique au site.

Bien sûr, il peut bien y avoir des initiées sur un site particulier. Surtout si les gens commencent à se connaître et qu’ils répondent aux commentaires de l’un et de l’autre. En fait, il peut même y avoir une petite «cabale» qui décide de prendre possession des commentaires sur certains sites. Mais, contrairement à xkcd (ou 4chan!), ça se passe en plein jour, mis en évidence. C’est plus “mainstream”.

Ok, je divague peut-être un peu. Mais ça me remet dans le bain, avant de faire mes présentations Yul– et IdentityCamp.

War of the Bugs: Playing with Life in the Brewery

A mad brewer’s approach to wild yeast and bacteria.

Kept brewing and thinking about brewing, after that last post. Been meaning to discuss my approach to “brewing bugs”: the yeast and bacteria strains which are involved in some of my beers. So, it’s a kind of follow-up.

Perhaps more than a reason for me to brew, getting to have fun with these living organisms is something of an achievement. It took a while before it started paying off, but it now does.

Now, I’m no biochemist. In fact, I’m fairly far to “wet sciences” in general. What I do with these organisms is based on a very limited understanding of what goes on during fermentation. But as long as I’m having fun, that should be ok.

This blogpost is about yeast in brewing. My focus is on homebrewing but many things also apply to craft brewing or even to macrobreweries.

There’s supposed to be a saying that “brewers make wort, yeast makes beer.” Whether or not it’s an actual saying, it’s quite accurate.

“Wort” is unfermented beer. It’s a liquid containing fermentable sugars and all sorts of other compounds which will make their way into the final beer after the yeast has had its fun in it. It’s a sweet liquid which tastes pretty much like Malta (e.g. Vitamalt).

Yeast is a single-cell organism which can do a number of neat things including the fine act of converting simple sugars into alcohol and CO2. Yeast cells also do a number of other neat (and not so neat) things with the wort, including the creation of a large array of flavour compounds which can radically change the character of the beer. Among the four main ingredients in beer (water, grain, hops, and yeast), I’d say that yeast often makes the largest contribution to the finished beer’s flavour and aroma profile.

The importance of yeast in brewing has been acknowledged to different degrees in history. The well-known Reinheitsgebot “purity law” of 1516, which specifies permissible ingredients in beer, made no mention of yeast. As the story goes, it took Pasteur (and probably others) to discover the role of yeast in brewing. After this “discovery,” Pasteur and others have been active at isolating diverse yeast strains to be used in brewing. Before that time, it seems that yeast was just occurring naturally in the brewing process.

As may be apparent in my tone, I’m somewhat skeptical of the “discovery” narrative. Yeast may not have been understood very clearly before Pasteur came on the scene, but there’s some evidence showing that yeast’s contribution to brewing had been known in different places at previous points in history. It also seems likely that multiple people had the same basic insight as LP did but may not have had the evidence to support this insight. This narrative is part of the (home)brewing “shared knowledge.”

But I’m getting ahead of myself.

There’s a lot to be said about yeast biochemistry. In fact, the most casual of brewers who spends any significant amount of time with online brewing resources has some understanding, albeit fragmentary, of diverse dimensions of biochemistry through the action of yeast. But this blogpost isn’t about yeast biochemistry.

I’m no expert and biochemistry is a field for experts. What tends to interest me more than the hard science on yeast is the kind of “folk science” brewers create around yeast. Even the most scientific of brewers occasionally talks about yeast in a way which sounds more like folk beliefs than like hard science. In ethnographic disciplines, there’s a field of “ethnoscience” which deals with this kind of “folk knowledge.” My characterization of “folk yeast science” will probably sound overly simplistic and I’m not saying that it accurately represents a common approach to yeast among brewers. It’s more in line with the tone of Horace Miner’s classic text about the Nacirema than with anything else. A caricature, maybe, but one which can provide some insight.

In this case, because it’s a post on my personal blog, it probably provides more insight about yours truly than about anybody else. So be it.

I’m probably more naïve than most. Or, at least, I try to maintain a sense of wonder, as I play with yeast. I’ve done just enough reading about biochemistry to be dangerous. Again, “the brewery is an adult’s chemistry set.”

A broad distinction in the brewer’s approach to yeast is between “pure” and “wild” yeast. Pure yeast usually comes to the brewer from a manufacturer but it originated in a well-known brewery. Wild yeast comes from the environment and should be avoided at all costs. Wild yeast infects and spoils the wort. Pure yeast is a brewer’s best friend as it’s the one which transforms sweet wort into tasty, alcoholic beer. Brewers do everything to “keep the yeast happy.” Though yeast happiness sounds like exaggeration on my part, this kind of anthropomorphic concept is clearly visible in discussions among brewers. (Certainly, “yeast health” is a common concept. It’s not anthropomorphic by itself, but it takes part in the brewer’s approach to yeast as life.) Wild yeast is the reason brewers use sanitizing agents. Pure yeast is carefully handled, preserved, “cultured.” In this context, “wild yeast” is unwanted yeast. “Pure yeast” is the desirable portion of microflora.

It wouldn’t be too much of an exaggeration to say that many brewers are obsessed with the careful handling of pure yeast and the complete avoidance of wild yeast. The homebrewer’s motto, following Charlie Papazian, may be “Relax, Don’t Worry, Have a Homebrew,” when brewers do worry, they often worry about keeping their yeast as pure as possible or keeping their wort as devoid of wild yeast as possible.

In the context of brewers’ folk taxonomy, wild yeast is functionally a “pest,” its impact is largely seen as negative. Pure yeast is beneficial. Terms like “bugs” or “beasties” are applied to both but, with wild yeast, their connotations and associations are negative (“nasty bugs”) while the terms are applied to pure yeast in a more playful, almost endeared tone. “Yeasties” is almost a pet name for pure yeast.

I’ve mentioned “folk taxonomy.” Here, I’m mostly thinking about cognitive anthropology. Taxonomies have been the hallmark of cognitive anthropology, as they reveal a lot about the ways people conceive of diverse parts of reality and are relatively easy to study. Eliciting categories in a folk taxonomy is a relatively simple exercise which can even lead to other interesting things in terms of ethnographic research (including, for instance, establishing rapport with local experts or providing a useful basis to understanding subtleties in the local language). I use terms like “folk” and “local” in a rather vague way. The distinction is often with “Western” or even “scientific.” Given the fact that brewing in North America has some strong underpinnings in science, it’s quite fun to think about North American homebrewers through a model which involves an opposition to “Western/scientific.” Brewers, including a large proportion of homebrewers, tend to be almost stereotypically Western and to work through (and sometimes labour under) an almost-reductionist scientific mindframe. In other words, my talking about “folk taxonomy” is almost a way to tease brewers. But it also relates to my academic interest in cultural diversity, language, worldviews, and humanism.

“Folk taxonomies” can be somewhat fluid but the concept applies mostly to classification systems which are tree-like, with “branches” coming of broader categories. The term “folksonomy” has some currency, these days, to refer to a classification structure which has some relation to folk taxonomy but which doesn’t tend to work through a very clear arborescence. In many contexts, “folksonomy” simply means “tagging,” with the notion that it’s a free-form classification, not amenable to treatment in the usual “hierarchical database” format. Examples of folksonomies often have to do with the way people classify books or other sources of information. A folksonomy is then the opposite of the classification system used in libraries or in Web directories such as the original Yahoo! site. Tags assigned to this blogpost (“Tagged: Belgian artist…”) are part of my own folksonomy for blogposts. Categories on WordPress blogs such as this ones are supposed to create more of a (folk) taxonomy. For several reasons (including the fact that tags weren’t originally available to me for this blog), I tend to use categories as more of a folksonomy, but with a bit more structure. Categories are more stable than tags. For a while, now, I’ve refrained from adding new categories (to my already overly-long list). But I do add lots of new tags.

Anyhoo…

Going back to brewers’ folk taxonomy of yeast strains…

Technically, if I’m not mistaken, the term “pure” should probably refer to the yeast culture, not to the yeast itself. But the overall concept does seem to apply to types of yeast, even if other terms are used. The terms “wild” and “pure” aren’t inappropriate. “Wild” yeast is undomesticated. “Pure” yeast strains were those strains which were selected from wild yeast strains and were isolated in laboratories.

Typically, pure yeast strains come from one of two species of the genus Saccharomyces. One species includes the “top-fermenting” yeast strains used in ales while the other species includes the “bottom-fermenting” yeast strains used in lagers. The distinction between ale and lager is relatively recent, in terms of brewing history, but it’s one which is well-known among brewers. The “ale” species is called cerevisiae (with all sorts of common misspellings) and the “lager” species has been called different names through history, to the extent that the most appropriate name (pastorianus) seems to be the object of specialized, not of common knowledge.

“Wild yeast” can be any yeast strain. In fact, the two species of pure yeast used in brewing exist as wild yeast and brewers’ “folk classification” of microorganisms often lumps bacteria in the “wild yeast” category. The distinction between bacteria and yeast appears relatively unimportant in relation to brewing.

As can be expected from my emphasis on “typically,” above, not all pure yeast strains belong to the “ale” and “lager” species. And as is often the case in research, the exceptions are where things get interesting.

One category of yeast which is indeed pure but which doesn’t belong to one of the two species is wine yeast. While brewers do occasionally use strains of wild yeast when making other beverages besides beer, wine yeast strains mostly don’t appear on the beer brewer’s radar as being important or interesting. Unlike wild yeast, it shouldn’t be avoided at all costs. Unlike pure yeast, it shouldn’t be cherished. In this sense, it could almost serve as «degré zéro» or “null” in the brewer’s yeast taxonomy.

Then, there are yeast strains which are usually considered in a negative way but which are treated as pure strains. I’m mostly thinking about two of the main species in the Brettanomyces genus, commonly referred to as “Brett.” These are winemakers’ pests, especially in the case of oak aging. Oak casks are expensive and they can be ruined by Brett infections. In beer, while Brett strains are usually classified as wild yeast, some breweries have been using Brett in fermentation to effects which are considered by some people to be rather positive while others find these flavours and aromas quite displeasing. It’s part of the brewing discourse to use “barnyard” and “horse blanket” as descriptors for some of the aroma and flavour characteristics given by Brett.

Brewers who consciously involve Brett in the fermentation process are rather uncommon. There are a few breweries in Belgium which make use of Brett, mostly in lambic beers which are fermented “spontaneously” (without the use of controlled innoculation). And there’s a (slightly) growing trend among North American home- and craft brewers toward using Brett and other bugs in brewing.

Because of these North American brewers, Brett strains are now available commercially, as “pure” strains.

Which makes for something quite interesting. Brett is now part of the “pure yeast” category, at least for some brewers. They then use Brett as they would other pure strains, taking precautions to make sure it’s not contaminated. At the same time, Brett is often used in conjunction with other yeast strains and, contrary to the large majority of beer fermentation methods, what brewers use is a complex yeast culture which includes both Saccharomyces and Brett. It may not seem that significant but it brings fermentation out of the strict “mono-yeast” model. Talking about “miscegenation” in social terms would be abusive. But it’s interesting to notice which brewers use Brett in this way. In some sense, it’s an attitude which has dimensions from both the “Belgian Artist” and “German Engineer” poles in my brewing attitude continuum.

Other brewers use Brett in a more carefree way. Since Brett-brewing is based on a complex culture, one can go all the way and mix other bugs. Because Brett has been mostly associated with lambic brewing, since the onset of “pure yeast” brewing, the complex cultures used in lambic breweries serve as the main model. In those breweries, little control can be applied to the balance between yeast strains and the concept of “pure yeast” seems quite foreign. I’ve never visited a lambic brewery (worse yet, I’ve yet to set foot in Belgium), but I get to hear and read a lot about lambic brewing. My perception might be inaccurate, but it also reflects “common knowledge” among North American brewers.

As you might guess, by now, I take part in the trend to brew carefreely. Even carelessly. Which makes me more of a MadMan than the majority of brewers.

Among both winemakers and beer brewers, Brett has the reputation to be “resilient.” Once Brett takes hold of your winery or brewery, it’s hard to get rid of it. Common knowledge about Brett includes different things about its behaviour in the fermentation process (it eats some sugars that Saccharomyces doesn’t, it takes a while to do its work…). But Brett also has a kind of “character,” in an almost-psychological sense.

Which reminds me of a comment by a pro brewer about a well-known strain of lager yeast being “wimpy,” especially in comparison with some well-known British ale yeast strains such as Ringwood. To do their work properly, lager strains tend to require more care than ale strains, for several reasons. Ringwood and some other strains are fast fermenters and tend to “take over,” leaving little room for other bugs.

Come to think of it, I should try brewing with a blend of Ringwood and Brett. It’d be interesting to see “who wins.”

Which brings me to “war.”

Now, I’m as much of a pacifist as one can be. Not only do I not tend to be bellicose and do I cherish peace, I frequently try to avoid conflict and I even believe that there’s a peaceful resolution to most situations.

Yet, one thing I enjoy about brewing is to play with conflicting yeast strains. Pitting one strain against another is my way to “wage wars.” And it’s not very violent.

I also tend to enjoy some games which involve a bit of conflict, including Diplomacy and Civilization. But I tend to play these games as peacefully as possible. Even Spymaster, which rapidly became focused on aggressions, I’ve been playing as a peace-loving, happy-go-lucky character.

But, in the brewery, I kinda like the fact that yeast cells from different strains are “fighting” one another. I don’t picture yeast cells like warriors (with tiny helmets), but I do have fun imagining the “Battle of the Yeast.”

Of course, this has more to do with competition than with conflict. But both are related, in my mind. I’m also not that much into competition and I don’t like to pit people against one another, even in friendly competition. But this is darwinian competition. True “survival of the fittest,” with everything which is implied in terms of being contextually appropriate.

So I’m playing with life, in my brewery. I’m not acting as a Creator over the yeast population, but there’s something about letting yeast cells “having at it” while exercising some level of control that could be compared to some spiritual figures.

Thinking about this also makes me think about the Life game. There are some similarities between what goes on in my wort and what Conway’s game implies. But there are also several differences, including the type of control which can be applied in either case and the fact that the interaction between yeast cells is difficult to visualize. Not to mention that yeast cells are actual, living organisms while the cellular automaton is pure simulation.

The fun I have playing with yeast cells is part of the reason I like to use Brett in my beers. The main reason, though, is that I like the taste of Brett in beer. In fact, I even like it in wine, by transfer from my taste for Brett in beer.

And then, there’s carefree brewing.

As I described above, brewers are very careful to avoid wild yeast and other unwanted bugs in their beers. Sanitizing agents are an important part of the brewer’s arsenal. Which goes well with the “German engineer” dimension of brewing. There’s an extreme position in brewing, even in homebrewing. The “full-sanitization brewery.” Apart from pure yeast, nothing should live in the wort. Actually, nothing else should live in the brewery. If it weren’t for the need to use yeast in the fermentation process, brewing could be done in a completely sterile environment. The reference for this type of brewery is the “wet science” lab. As much as possible, wort shouldn’t come in contact with air (oxidization is another reason behind this; the obsession with bugs and the distaste for oxidization often go together). It’s all about control.

There’s an obvious reason behind this. Wort is exactly the kind of thing wild yeast and other bugs really like. Apparently, slants used to culture microorganisms in labs may contain a malt-based gelatin which is fairly similar to wort. I don’t think it contains hops, but hops are an agent of preservation and could have a positive effect in such a slant.

I keep talking about “wild yeast and other bugs” and I mentioned that, in the brewer’s folk taxonomy, bacteria are equivalent to wild yeast. The distinction between yeast and bacteria matters much less in the brewery than in relation to life sciences. In the conceptual system behind brewing, bacteria is functionally equivalent to wild yeast.

Fear of bacteria and microbes is widespread, in North America. Obviously, there are many excellent medical reasons to fear a number of microorganisms. Bacteria can in fact be deadly, in the right context. Not that the mere presence of bacteria is directly linked with human death. But there’s a clear association, in a number of North American minds, between bacteria and disease.

As a North American, despite my European background, I tended to perceive bacteria in a very negative way. Even today, I react “viscerally” at the mention of bacteria. Though I know that bacteria may in fact be beneficial to human health and that the human body contains a large number of bacterial cells, I have this kind of ingrained fear of bacteria. I love cheese and yogurt, including those which are made with very complex bacterial culture. But even the mere mention of bacteria in this context requires that I think about the distinction between beneficial and dangerous bacteria. In other words, I can admit that I have an irrational fear of bacteria. I can go beyond it, but my conception of microflora is skewed.

For two years in Indiana, I was living with a doctoral student in biochemistry. Though we haven’t spent that much time talking about microorganisms, I was probably influenced by his attitude toward sanitization. What’s funny, though, is that our house wasn’t among the cleanest in which I’ve lived. In terms of “sanitary conditions,” I’ve had much better and a bit worse. (I’ve lived in a house where we received an eviction notice from the county based on safety hazards in that place. Lots of problems with flooding, mould, etc.)

Like most other North American brewers, I used to obsess about sanitization, at every step in the process. I was doing an average job at sanitization and didn’t seem to get any obvious infection. I did get “gushers” (beers which gush out of the bottle when I open it) and a few “bottle bombs” (beer bottles which actually explode). But there were other explanations behind those occurrences than contamination.

The practise of sanitizing everything in the brewery had some significance in other parts of my life. For instance, I tend to think about dishes and dishwashing in a way which has more to do with caution over potential contamination than with dishes appearing clean and/or shiny. I also think about what should be put in the refrigerator and what can be left out, based on my limited understanding of biochemistry. And I think about food safety in a specific way.

In the brewery, however, I moved more and more toward another approach to microflora. Again, a more carefree approach to brewing. And I’m getting results that I enjoy while having a lot of fun. This approach is also based on my pseudo-biochemistry.

One thing is that, in brewing, we usually boil the wort for an hour or more before inoculation with pure yeast. As boiling kills most bugs, there’s something to be said about sanitization being mostly need for equipment which touches the wort after the boil. Part of the equipment is sanitized during the boiling process and what bugs other pieces of equipment may transfer to the wort before boiling are unlikely to have negative effects on the finished beer. With this idea in mind, I became increasingly careless with some pieces of my brewing equipment. Starting with the immersion chiller and kettle, going all the way to the mashtun.

Then, there’s the fact that I use wild yeast in some fermentations. In both brewing and baking, actually. Though my results with completely “wild” fermentations have been mixed to unsatisfactory, some of my results with “partially-wild” fermentations have been quite good.

Common knowledge among brewers is that “no known pathogen can survive in beer.” From a food safety standpoint, beer is “safe” for four main reasons: boiling, alcohol, low pH, and hops. At least, that’s what is shared among brewers, with narratives about diverse historical figures who saved whole populations through beer, making water sanitary. Depending on people’s attitudes toward alcohol, these stories about beer may have different connotations. But it does seem historically accurate to say that beer played an important part in making water drinkable.

So, even wild fermentation is considered safe. People may still get anxious but, apart from off-flavours, the notion is that contaminated beer can do no more harm than other beers.

The most harmful products of fermentation about which brewers may talk are fusel alcohols. These, brewers say, may cause headaches if you get too much of them. Fusels can cause some unwanted consequences, but they’re not living organisms and won’t spread as a disease. In brewer common knowledge, “fusels” mostly have to do with beers with high degrees of alcohol which have been fermented at a high temperature. My personal sense is that fusels aren’t more likely to occur in wild fermentation than with pure fermentation, especially given the fact that most wild fermentation happens with beer with a low degree of alcohol.

Most of the “risks” associated with wild fermentation have to do with flavours and aromas which may be displeasing. Many of these have to do with souring, as some bugs transform different compounds (alcohol especially, if I’m not mistaken) into different types of acids. While Brett and other strains of wild yeast can cause some souring, the acids in questions mostly have to do with bacteria. For instance, lactobacillus creates lactic acid, acetobacter creates acetic acid, etc.

Not only do I like that flavour and aroma characteristics associated with some wild yeast strains (Brett, especially), I also like sour beers. It may sound strange given the fact that I suffer from GERD. But I don’t overindulge in sour beers. I rarely drink large quantities of beer and sour beers would be the last thing I’d drink large quantities of. Besides, there’s a lot to be said about balance in pH. I may be off but I get the impression that there are times in which sour things are either beneficial to me or at least harmless. Part of brewer common knowledge in fact has a whole thing about alkalinity and pH. I’m not exactly clear on how it affects my body based on ingestion of diverse substances, but I’m probably affected by my background as a homebrewer.

Despite my taste for sour beers, I don’t necessarily have the same reaction to all souring agents. For instance, I have a fairly clear threshold in terms of acetic acid in beer. I enjoy it when a sour beer has some acetic character. But I prefer to limit the “aceticness” of my beers. Two batches I’ve fermented with wild bugs were way too acetic for me and I’m now concerned that other beers may develop the same character. In fact, if there’s a way to prevent acetobacter from getting in my wort while still getting the other bugs working, I could be even more carefree as a brewer than I currently am.

Which is a fair deal. These days, I really am brewing carefreely. Partly because of my “discovery” of lactobacillus.

As brewer common knowledge has it, lactobacillus is just about everywhere. It’s certainly found on grain and it’s present in human saliva. It’s involved in some dairy fermentation and it’s probably the main source of bacterial fear among dairy farmers.

Apart from lambic beers (which all come from a specific region in Belgium), the main sour beer that is part of brewer knowledge is Berliner Weisse. Though I have little data on how Berliner Weisse is fermented, I’ve known for a while that some people create a beer akin to Berliner Weisse through what brewers call a “sour mash” (and which may or may not be related to sour mash in American whiskey production). After thinking about it for years, I’ve done my first sour mash last year. I wasn’t very careful in doing it but I got satisfying results. One advantage of the sour mash is that it happens before boiling, which means that the production of acid can be controlled, to a certain degree. While I did boil my wort coming from sour mash, it’s clear that I still had some lactobacillus in my fermenters. It’s possible that my boil (which was much shorter than the usual) wasn’t enough to kill all the bugs. But, come to think of it, I may have been a bit careless with sanitization of some pieces of equipment which had touched the sour wort before boiling. Whatever the cause, I ended up with some souring bugs in my fermentation. And these worked really well for what I wanted. So much so that I’ve consciously reused that culture in some of my most recent brewing experiments.

So, in my case, lactobacillus is in the “desirable” category of yeast taxonomy. With Brett and diverse Saccharomyces strains, lactobacillus is part of my fermentation apparatus.

As a mad brewer, I can use what I want to use. I may not create life, but I create beer out of this increasingly complex microflora which has been taking over my brewery.

And I’m a happy brewer.

Teaching Models: A Response on “Teaching Naked”

A Response to Pamthropologist at Teaching Anthropology

Teaching Anthropology: Teaching Naked: Another one of those nothing new here movements.

[Had to split my response into several comments because of Blogger’s character limit. Thought I might as well post it here.]

Thanks for the ping. No problem about the way you do it. In fact, feel free to use my name. I use “Informal Ethnographer” accounts for social media stuff having to do with ethnographic disciplines, but this is more about pedagogy.

The main thing I noticed about this piece is that the author transforms an interesting and potentially insightful story about problems facing a large number of academic institutions “going forward” into one of those sterile debates about the causal relationships between technology and learning.

Apart from all those things we’ve discussed about teaching method (including the fact that I still use the boring PPT-lecture on occasion), there’s a lot of room for discussion about the “educational industry” not getting a hint from the recording and journalism industries. Because we’re academics, it’s great to deconstruct the technological determinism embedded in many of these discussions. But there’s also something rather pressing in terms of social change: the World in which we live is significantly different from the one in which we were born, when it comes to information. It relates to “information technology” but it goes way beyond tools.

And this is where I talk about surfing the wave instead of fighting it (or building windmills instead of shelters).

As I said elsewhere, I’ve only been teaching for ten years. When I started, in Fall 1999 at Indiana University Bloomington, it was both a baptism by fire and a culture shock. Many teachers complain about a “sense of entitlement” they get from their students, or about the consumer-based approach in academic institutions. There’s a number of discussion about average class size or students-to-teacher ratio. Some talk about a so-called “me generation.” Others moan about the fact that students bring laptops in class or that teachers are forced to use tools that they don’t want to use.

These are really not recent problems. However, they are different problems from the ones for which I was prepared.

I’d still say that they affect some institutions more than others (typically: prestigious universities in the United States). But they’re spreading throughout higher education.

Bowen perceives a specific problem: campus-based universities face competition from inexpensive and even free material online. As a dean, he wants to focus on the added value of campus experience, with a focus on the classroom as a context for discussion. It seems that he was hired precisely as an agent of change, just like some “mercurial CEOs” are hired when a corporation is in trouble.

The plan is relatively creative. Not so much in the restrictions on PPT use, but on the overall approach to differentiate his institution. It’s a marketing ploy, not a PR one.

As for the specifics of people’s concepts of “lecturing”… It seems that the mainstream notion about lecture is for a linear presentation with little or no interaction possible. Other teaching methods may involve some “lecturing,” but it seems that the core notion people are discussing is really this soliloquy mode of the teacher exposing ideas without input from the audience. One way to put it is that it’s a genre of performance, like a “stand-up” or an opera.

As a subgenre, “PowerPoint lectures” may deserve special consideration. As we all know, it’s quite possible to use PPT in ways which are creative, engaging, fun, deep, etc. But there are many <a href=”http://www.jstor.org/pss/674535″>keys</a&gt; to the “PowerPoint lecture” frame. One is the use of some kind of  “visual aid.” Another is the use of different slides as key timeposts in the performance. Or we could think about the fact that control over the actual PPT file strengthens the role differentiation between “lecturer” and “audience.” Not to mention the fact that it’s quite difficult to use PPT slides when everyone is in a circle.

So, yes, I’m giving some credence to the notion that PPT is a significant part of the lecturing model people are discussing <em>ad nauseam</em>.

Much of these discussions may relate to the perception that this performance genre (what I would call “straight lecture” or «cours magistral») is dominant, at institutions of higher education. The preponderance of a given teaching style across a wide array of institutions, disciplines, and “levels” would merit careful assessment, but the perception is there. “People” (the general population of the United States, the <em>Chronicle</em>’s readership, English-speakers…?) get the impression that what teachers do is mostly: stand in front of a class to talk by themselves for significant amounts of time with, maybe, a few questions thrown in at the end. Some people say that such “lectures” may not be incredibly effective. But the notion is still there. You may call this a “straw man,” but it’s been built a while ago.

Now… There are many ways to go from this whole concept of “straight lecturing.” One is the so-called “switcharound”: you go from lecturing (as a mode) to discussion or to group activities (as distinct modes). The notion, there, is apparently about the fact that “studies have shown” that, at this point in time, English-speaking students in the United States can’t concentrate for more than 20 minutes at the time. Or some such.

I reacted quite strongly when I heard this. For several reasons, including my personal experience of paying attention during class meetings lasting seven hours or more, some of which involving very limited interaction. I also reacted because I found the 50 minute period very constraining. And I always react to the “studies have shown” stance, that I find deeply problematic at an epistemological level. Is this really how we gain knowledge?

But I digress…

Another way to avoid “straight lectures” is to make lecturing itself more interactive. Many people have been doing this for a while. Chances are, it was done by a number of people during the 19th Century, as the “modern classroom” was invented. It can be remarkably effective and it seems to be quite underrated. An important thing to note: it’s significantly different from what people have in mind, when they talk about “lecturing.” In fact, in a workshop I attended, the simple fact that a teacher was moving around the classroom as he was teaching has been used as an example of an alternative to lecturing. Seems to me that most teachers do something like this. But it’s useful to think about the implications of using such “alternative methods.” Personally, though I frequently think about those methods and I certainly respect those who use them, I don’t tend to focus so much on this. I do use “alternative lecturing methods” like these, on occasion but, when I lecture, I tend to adopt the classical approach.

Common alternatives to lecturing, mentioned in the CHE piece, include “seminars, practical sessions, and group discussions,” These all tend to be quite difficult to do in the… “lecture” hall. Even with smaller classes, a large room may be an obstacle. Though it’s not impossible to have, say, group discussions in an auditorium, few of us really end up doing it on a regular basis. I’m “guilty” of that: I have much less small-group discussions in rooms in which desks can’t be moved.

As for seminars, it’s clearly my favourite teaching mode/method and I tend to extend the concept too much. Though I tend to be critical of those rigid “factors” like class size, I keep bumping into a limit to seminar size and I run into major hurdles when I try to get more than 25 students working in a seminar mode.

We could also talk about distance education as an alternative to lecturing, though much of it has tended to be lecture-based. Distance education is interesting in many respects. While it’s really not new, it seems like it has been expanding a lot in the fairly recent past. Regardless of the number of people getting degrees through distance learning, it mostly seems that the concept has become much more accepted by the general population (in English-speaking contexts, at least) and some programmes in distance learning seem to be getting more “cred” than ever before. I don’t want to overstate this expansion but it’s interesting to think about the possible connections with social change. Telecommuting, students working full-time, combining studying with childcare, homestudy, rising tuition costs, customer-based approaches to education, the “me generation,” the ease of transmitting complex data online, etc.

Even when distance learners have to watch lectures, distance education can be conceived as an alternative to the “straight lecture.” Practical details such as scheduling aren’t insignificant, but there are more profound implications to the fact that lectures aren’t “delivered in a lecture hall.” To go back to the performance genre, there’s a difference between a drama piece and a movie. Both can be good, but they have very different implications.

My implication with distance learning has to do with online learning. Last summer, I began teaching sociology to nursing students in Texas. From Montreal. I had been thinking about online teaching for a while and I’ve always had an online component to my courses. But last year was the first time I was able to teach a course without ever meeting those students.

My impression is that the rise of online education was the main thing Bowen had in mind. He clearly seems to think that this rise will only continue and that it may threaten campus-based institutions if they don’t do anything about it. The part which is surprising about his approach is that he actually advocates blended learning. Though we may disagree with Bowen on several points, it’d be difficult to compare him to an ostrich.

All of these approaches and methods have been known for a while. They all have their own advantages and they all help raise different issues. But they’ve been tested rather extensively by generation upon generation of teachers.

The focus, today, seems to be on a new set of approaches. Most of them have direct ties to well-established teaching models like seminars and distance education. So, they’re not really “new.” Yet they combine different things in such a way that they clearly require experimentation. We can hail them as “the future” or dismiss them as “trendy,” but they still afford some consideration as avenues for experimentation.

Many of them can be subsumed under the umbrella term “blended learning.” That term can mean different things to different people and some use it as a kind of buzzword. Analytically, it’s still a useful term.

Nellie Muller Deutsch is among those people who are currently doing PhD research on blended learning. We’ve had a number of discussions through diverse online groups devoted to learning and teaching. It’s possible that my thinking has been influenced by Nellie, but I was already interested in those topics long before interacting with her.

“Blended learning” implies some combinaison of classroom and online interactions between learners and teachers. The specific degree of “blending” varies a lot between contexts, but the basic concept remains. One might even argue that any educational context is blended, nowadays, since most teachers end up responding to at least “a few emails” (!) every semester. But the extensible concept of the “blended campus” easily goes beyond those direct exchanges.

What does this have to do with lectures? A lot, actually. Especially for those who have in mind a “monolithic” model for lecture-based courses, often forgetting (as many students do!) the role of office hours and other activities outside of the classroom.

Just as it’s possible but difficult to do a seminar in a lecture hall, it’s possible but difficult to do “straight lecture” in blended learning. Those professors and adjuncts who want to have as little interactions with students as possible may end up complaining about the amount of email they receive. In a sense, they’re “victims” of the move to a blended environment. One of the most convincing ideas I’ve heard in a teaching workshop was about moving email exchanges with individual students to forums, so that everyone can more effectively manage the channels of communication. Remarkably simple and compatible with many teaching styles. And a very reasonable use of online tools.

Bowen was advocating a very specific model for blended learning: students work with required readings on their own (presumably, using coursepacks and textbooks), read/watch/listen to lecture material online, and convene in the classroom to work with the material. His technique for making sure that students don’t “skip class” (which seems important in the United States, for some reason) is to give multiple-choice quizzes. Apart from justifying presence on campus (in the competition with distance learning), Bowen’s main point is about spending as much face-to-face time as possible in discussions. It’s not really an alternative to lectures if there are lectures online, but it’s a clear shift in focus from the “straight lecture” model. Fairly creative and it’s certainly worth some experimentation. But it’s only one among many possible approaches.

At least for the past few years, I’ve been posting material online both after and ahead of class meetings. I did notice a slight decrease in attendance, but that tends to matter very little for me. I also notice that many students tend to be more reluctant to go online to do things for my courses than one would expect from most of the discussions at an abstract level. But it’s still giving me a lot, including in terms of not having to rehash the same material over and over again (and again, <em>ad nauseam</em>).

I wouldn’t really call my approach “blended learning” because, in most of my upper-level courses at least, there’s still fairly little interaction happening online. But I do my part to experiment with diverse methods and approaches.

So…

None of this is meant to be about evaluating different approaches to teaching. I’m really not saying that my approach is better than anybody else’s. But I will say that it’s an appropriate fit with my perspective on learning as well as with my activities outside of the classroom. In other words, it’s not because I’m a geek that I expect anybody else to become a geek. I do, however, ask others to accept me as a geek.

And, Pamthropologist, you provided on my blog some context for several of the comments you’ve been making about lecturing. I certainly respect you and I think I understand what’s going on. In fact, I get the impression that you’re very effective at teaching anthropology and I wish your award-winning blog entry also carried an award for teaching. The one thing I find most useful, in all of this, is that you do discuss those issues. IMHO, the most important thing isn’t to find what the best model is but to discuss learning and teaching in a thoughtful manner so that everyone gets a voice. The fact that one of the most recent comments on your blog comes from a student in the Philippines speaks volumes about your openness.

WordPress MU, BuddyPress, and bbPress on Local Machine

How I installed and integrated WPµ, BuddyP, and bbP on my Mac.

Was recently able to install and integrate three neat products based on Automattic code:

  1. WordPress µ 2.8.1 (a.k.a. WPµ, WordPress MU… Platform for multi-user blogs and Content Management System).
  2. BuddyPress 1.0.2 (A social network system based on WordPress µ).
  3. bbPress 1.0.1 (A forum system based on WordPress).

Did this after attending WordCamp Montreal. The fact that the large majority of WordPress and WordPress µ are merging motivated me, in part, to try it out. I currently serve as webguru for the Society for Linguistic Anthropology.

This is all on a local machine, a Mac mini running Mac OS X 10.5 Leopard.

It took me several attempts so it might not be as obvious as one would think.

I wrote as detailed a walkthrough as I could. Not exactly for the faint of heart. And, as IANAC, some things aren’t completely clear to me. I wish I could say I’m able to troubleshoot other people’s problems with these systems, but it’s really not the case. I ended up working out diverse issues, but it took me time and concentration.

A few resources I’ve used:

  1. Andy Peatling’s tutorial on BuddyPress (and WordPress µ) on a Mac.
  2. Sam Bauers’s screencast on integrating WordPress and bbPress. (Not µ or BuddyPress. Requires WordPress.org login.)
  3. Trent Adams’s tutorial on BuddyPress/bbPress integration.
  4. This file: <WPinstall>/wp-content/plugins/buddypress/bp-forums/installation-readme.txt (also available here).

I’ve used many other resources, but they turned out to be confusing, partly because of changes in versions. In fact, the last file was the most useful one. It’s a very different method from the other ones, but it worked. It’s actually much simpler than the other methods and it still gave me what I needed. I now have a working installation of a complete platform which integrates blogging, social networking, and forums. In a way, it’s like having simple versions of Drupal and Ning in the same install. Perfect for tests.

Some conventions.

<dbname> commondb
<name> common
<username> alexandre
<bbname> forums
<adminpass> (generated) 5e6aee85e6d4
<blogname> uethnographer
<blogpass> (generated) 601a6100
<confkey> (generated)
  1. [T] refers to things done in Terminal.app
  2. [B] refers to things done in the browser (Safari.app in my case)
  3. Brackets serve to refer to installation-specific items. I could have used variables.
    1. <dbname> is the database name in MySQL (can be anything)
    2. <name> is the name used for the WordPress install (domain/<name>; can be anything)
    3. <username> is the abbreviated username on the local machine. ~<username> would be the user’s home directory. Determined in Mac OS X.
    4. <bbname> is the name for the bbPress install  (domain/<name>/<bbname>; can be anything)
    5. <adminpass> is the password for the WordPress admin (generated)
    6. <blogname> is the main username for a blog administrator (can be anything)
    7. <blogpass> is the password for that blog administrator (generated)
    8. <confkey> is a confirmation key upon creating that blog administrator (generated)

So, here’s what I did.

  1. Switched to a user with administrative rights on my Mac. I usually work with a non-admin user and grant admin privileges when needed. Quite cumbersome in this case.
  2. Opened Terminal.app
  3. Installed and configured MAMP
    1. Downloaded http://downloads.sourceforge.net/mamp/MAMP_1.7.2.dmg.zip and copied the MAMP folder to /Applications
    2. Opened MAMP.app
    3. Changed MAMP preferences
      1. Preferences
      2. Ports: “Default Apache and MySQL ports”
      3. Apache: Choose: /Users/<username>/Sites
      4. Clicked Ok
  4. Clicked “Open home page” in MAMP
  5. Went to phpMyAdmin
  6. Created a database in phpMyAdmin with <dbname> as the name
  7. Edited /etc/hosts to add: 127.0.0.1 localhost.localdomain
  8. Downloaded WordPress µ through Subversion: [T] svn co http://svn.automattic.com/wordpress-mu/branches/2.8 /Users/<username>/Sites/<name>
  9. Went to my local WordPress µ home: [B] http://localhost.localdomain/<name&gt;
  10. Filled in the necessary information
    1. “Use subdirectories” (subdomains would be a huge hassle)
    2. Database name: <dbname>
    3. User Name: root
    4. Password: root (changing it is a huge hassle)
    5. Title (title for the main WPµ install, can be anything)
    6. Email (valid email for the WPµ admin)
    7. Saved changes
  11. Noted <adminpass> for later use (generated and displayed)
  12. Changed file ownership: [T] chmod 755  /Users/<username>/Sites/<name> /Users/<username>/Sites/<name>/wp-content/
  13. Logged into WPµ admin: [B] http://localhost.localdomain/<name>/wp-admin/
    1. User: admin
    2. Password: <adminpass>
  14. Changed plugin options: [B] http://localhost.localdomain/<name>/wp-admin/wpmu-options.php#menu
    1. Plugins: check
    2. “Allow new registrations”: “Enabled. Blogs and user accounts can be created.”
    3. “Add New Users”: Yes
    4. “Upload media button”: Checked Images/Videos/Music
    5. “Blog upload space”: 100MB
    6. Clicked “Update Options”
  15. Installed BuddyPress directly
    1. [B] http://localhost.localdomain/<name>/wp-admin/plugin-install.php?tab=plugin-information&plugin=buddypress&TB_iframe=true&width=640&height=542
    2. Clicked “Install”
    3. Clicked “Activate”
    4. Moved BP themes to the right location: [T] mv /Users/<username>/Sites/<name>/wp-content/plugins/buddypress/bp-themes /Users/<username>/Sites/<name>/wp-content/
    5. Moved the BP Default Home theme to the right location: [T] mv /Users/<username>/Sites/<name>/wp-content/bp-themes/bphome/ /Users/<username>/Sites/<name>/wp-content/themes/
    6. Activated the BP Default Home theme: [B] http://localhost.localdomain/<name>/wp-admin/wpmu-themes.php
      1. Clicked yes on “BuddyPress Default Home Theme”
      2. Clicked Update Themes
    7. Activated the BP theme
      1. [B] http://localhost.localdomain/<name>/wp-admin/themes.php
      2. Clicked “Activate” on “BuddyPress Default Home”
    8. Added widgets to the BP theme
      1. [B] http://localhost.localdomain/<name>/wp-admin/widgets.php
      2. Placed widgets through drag-and-drop
    9. Checked the BuddyPress install: [B] http://localhost.localdomain/<name>
  16. Installed and integrated bbPress
    1. Downloaded bbPress using Subversion: [T] svn co http://svn.automattic.com/bbpress/trunk/ /Users/<username>/Sites/<name>/<bbname>/
    2. Went through the install process: [B] http://localhost.localdomain/<name>/<bbname>/bb-admin/install.php
    3. Go to step 1
    4. Added the following details
      1. Database Name <dbname> (same as WPMU)
      2. Database user root
      3. Database password root
      4. Clicked Save database configuration file
    5. Check for configuration file
    6. Go to Step 2
    7. Added the following details
      1. Add integration settings
      2. Add user database integration settings (without the cookie integration)
      3. User database table prefix wp_
      4. WordPress MU primary blog ID 1
      5. Clicked “Save WordPress integration settings”
    8. Clicked “Go to step 3”
      1. Added the following details
        1. Site Name (Name of the bbPress site, can be anything)
        2. Key Master username admin
        3. First Forum Name (Name of the first forum, can be anything)
        4. Clicked “Save site settings”
    9. Complete the installation
    10. Ignored the warnings
    11. Went through the writing options: [B] http://localhost.localdomain/<name>/<bbname>/bb-admin/options-writing.php
      1. Username: admin
      2. Password: <adminpass>
      3. Clicked on XML-RPC Enable the bbPress XML-RPC publishing protocol.
      4. Clicked “Save changes”
    12. Went to the discussion options: [B] http://localhost.localdomain/<name>/<bbname>/bb-admin/options-discussion.php
      1. “Enable Pingbacks”: “Allow link notifications from other sites.”
      2. Clicked “Save Changes”
    13. Moved the BuddyPress/bbPress integration plugin to the right location: [T] mv /Users/<username>/Sites/<name>/wp-content/plugins/buddypress/bp-forums/bbpress-plugins/buddypress-enable.php /Users/<username>/Sites/<name>/<bbname>/my-plugins/
    14. Went to the bbPress plugin options: [B] http://localhost.localdomain/<name>/<bbname>/bb-admin/plugins.php
      1. Clicked “Activate” on “BuddyPress Support Plugin”
    15. Went to the WPµ site: [B] http://localhost.localdomain/<name>
    16. Clicked “Log Out”
    17. Registered a new user: [B] http://localhost.localdomain/<name>/register
      1. Username <blogname>
      2. Email address (blog administrator’s valid email)
      3. Name (full name of blog administrator, can be anything)
      4. Clicked “Next”
      5. “Blog Title” (name of the blog administrator’s main blog, can be anything)
      6. Clicked “Signup”
      7. Checked for email at blog administrator’s email address
      8. Clicked confirmation link: [B] http://localhost.localdomain/<name>/activate?key=<confkey>
      9. Noted <blogpass> (generated)
      10. Gave administrative rights to the newly created blog administrator: [B] http://localhost.localdomain/<name>/<bbname>/bb-admin/users.php
        1. Logged in with admin/<adminpass>
        2. Clicked on <blogname>: Edit
        3. Clicked on “User Type: Administrator”
        4. Clicked on “Update Profile”
      11. Edited the bbPress configuration file:
        1. [T] open -e /Users/<username>/Sites/<name>/<bbname>/bb-config.php
        2. Added the following:
          1. $bb->bb_xmlrpc_allow_user_switching = true;
          1. (say, after /**#@-*/)
        3. Saved
      12. Went to BuddyPress options: [B] http://localhost.localdomain/<name>/wp-admin/admin.php?page=buddypress/bp-forums/bp-forums-admin.php
        1. Logged in with admin/<adminpass>
        2. Added the following details
          1. bbPress URL: http://localhost.localdomain/<name>/<bbname>/
          1. bbPress username <blogname>
          1. bbPress password <blogpass>
        3. Clicked “Save Settings”
  17. That was it. Phew!

I ended up with a nice testing platform. All plugins I’ve tried so far work quite well, are extremely easy to install, and give me ideas about the SLA’s site.

It was an involved process and I wouldn’t recommend it to anyone who’s afraid of fiddling with a bit of code. But I did try it out and it seems fairly robust as a method. I could almost create a script for this but that’d mean I might receive support requests that I just can’t handle. I could also make a screencast but that’d require software I don’t have (like Snapz Pro). Besides, I think copy paste is easier, if you remember to change the appropriate items. Obviously, anyone who wants to use this procedure as-is should replace all the bracketed items with the appropriate ones for your install. Some are generated during the process, others you can choose (such as the name of the database).

I’m not extremely clear on how secure this install is. But I’m only running it when I need to.

You can ask me questions in the comments but I really can’t guarantee that I’ll have an answer.

Sharing Tool Wishlist

My personal (potentially crazy) wishlist for a tool to share online content (links/bookmarks).

The following is an edited version of a wishlist I had been keeping on the side. The main idea is to define what would be, in my mind, the “ultimate social bookmarking system.” Which, obviously, goes way beyond social bookmarking. In a way, I even conceive of it as the ultimate tool for sharing online content. Yes, it’s that ambitious. Will it ever exist? Probably not. Should it exist? I personally think so. But I may be alone in this. Surely, you’ll tell me that I am indeed alone, which is fine. As long as you share your own wishlist items.

The trigger for my posting this is that someone contacted me, asking for what I’d like in a social bookmarking system. I find this person’s move quite remarkable, as a thoughtful strategy. Not only because this person contacted me directly (almost flattering), but because such a request reveals an approach to listening and responding to people’s needs that I find lacking in some software development circles.

This person’s message served as a prompt for my blogging this, but I’ve been meaning to blog this for a while. In fact, my guess is that I created a first version of this wishlist in 2007 after having it on my mind for a while before that. As such, it represents a type of “diachronic” or “longitudinal” view of social bookmarking and the way it works in the broader scheme of social media.

Which also means that I wrote this before I heard about Google Wave. In fact, I’m still unclear about Google Wave and I’ll need to blog about that. Not that I expect Wave to fulfill all the needs I set up for a sharing tool, but I get the impression that Google is finally putting some cards on the table.

The main part of this post is in outline form. I often think through outlines, especially with such a type of notes. I fully realize that it may not be that clear, as a structure, for other people to understand. Some of these bullet points cover a much broader issue than what they look like. But the overall idea might be fairly obvious to grasp, even if it may sound crazy to other people.

I’m posting this to the benefit of anyone who may wish to build the killer app for social media. Of course, it’s just one man’s opinion. But it’s my entitled opinion.

Concepts

What do we share online?

  • “Link”
  • “Page”
  • Identified content
  • Text
    • Narrative
    • Contact information
    • Event description
  • Contact information
  • Event invitation
  • Image
  • Recording
  • Structured content
  • Snippet
  • Access to semi-private content
  • Site’s entry point

Selective sharing

Private
  • Archiving
  • Cloud access
Individually shared
  • “Check this out”
  • Access to address book
  • Password protection
  • Specialization/expertise
  • Friendship
Group shared
  • Shared interests (SIG)
  • Collaboration (task-based)
Shared through network
  • Define identity in network
  • Semi-public
Public
  • Publishing
  • Processed
  • Reading lists

Notetaking

  • Active reading
  • Anchoring text
  • Ad hoc list of bookmarks
  • “Empty URL”
    • Create container/page
    • Personal notes

Todos

  • To read
  • To blog
  • To share
  • To update
  • Projects
    • GTD
    • Contexts
  • Add to calendar (recognized as event)

Outlining/Mindmapping

  • Manage lists of links
  • Prioritize
  • Easily group

Social aspects of sharing

  • Gift economy
  • Personal interaction
  • Trust
  • Hype
  • Value
  • Customized

Cloud computing

  • Webware
  • “Online disk”
  • Without download
  • Touch devices
  • Edit online

Personal streaming

  • Activities through pages
  • Logging
  • Flesh out personal profile

Tagging

  • “Folksonomy”
  • Enables non-hierarchical structure
  • Semantic fields
  • Related tags
  • Can include hierarchy
  • Tagclouds define concept map

Required Features

Crossplatform, crossbrowser

  • Browser-specific tools
  • Bookmarklets
  • Complete access through cloud
Keyboard shortcuts
  • Quick add (to account)
  • Vote
  • Bookmark all tabs (à la Flock)
  • Quick tags

Related pages

Recommended
  • Based on social graph
  • Based on tags
  • Based on content
  • Based on popularity
  • Pointing to this page

Quickly enter links

  • Add in place (while editing)
  • Similar to “spell as you type”
  • Incremental search
  • Add full link (title, URL, text, metadata)

Archiving

  • Prevent linkrot
  • Prepare for post-processing (offline reading, blogging…)
  • Enable bulk processing
  • Maintain version history
  • Internet Archive

Automatic processing

  • Tags
  • Summary
  • Wordcount
  • Reading time
  • Language(s)
  • Page structure analysis
  • Geotagging
  • Vote

Thread following

  • Blog comments
  • Forum comments
  • Trackbacks
  • Pings

Exporting

All
  • Archiving
  • Prepare for import
  • Maintain hierarchy
Selected
  • Tag
  • Category
  • Recently used
  • Shared
  • Site homepage
  • Blogroll
  • Blogs
Formats
  • Other services
  • HTML
  • RSS
  • OPML
  • Widget
Features
  • Comments
  • Tags
  • Statistics
  • Content

Offline processing

  • Browser-based
  • Device based
  • Offline archiving
  • Include content
  • Synchronization

Microblogging support

  • Laconi.ca/Identi.ca
  • Twitter
  • Ping.fm
  • Jaiku

Fixed/Static URL

  • Prevent linkrot
  • Maintain list for same page
  • Short URLs
  • Automatically generated
  • Expansion on mouseover
  • Statistics

Authentication

  • Use of resources
  • Identify
  • Privacy
  • Unnecessary for basic processing
  • Sticks (no need to login frequently)
  • Access to contacts and social graph
  • Multiple accounts
    • Personal/professional
    • Contexts
    • Group accounts
  • Premium accounts
    • Server space
    • Usage statistics
    • Promotion
  • Support
    • OpenID
      • As group login
    • Google Accounts
    • Facebook Connect
    • OAuth

Integration

  • Web history
  • Notebook
  • Blogging platform
  • Blog editor
  • Microblogging platform
  • Logbook
  • General purpose content editor
  • Toolbar
  • URL shortening
  • Address book
  • Social graph
  • Personal profile
  • Browser
    • Bookmarks
    • History
    • Autocomplete
  • Analytics
  • Email
  • Search
    • Online
    • Offline

Related Tools

  • Diigo
  • WebCitation
  • Ping.fm
  • BackType
  • Facebook share
  • Blog This
  • Link This
  • Share this
  • Digg
  • Plum
  • Spurl
  • CoComments
  • MyBlogLog
  • TwtVite
  • Twistory
  • Windows Live Writer
  • Magnolia
  • Stumble Upon
  • Delicious
  • Google Reader
  • Yahoo Pipes
  • Google Notebook
  • Zoho Notebook
  • Google Browser Sync
  • YouTube
  • Flock
  • Zotero

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Présence féminine et culture geek (Journée Ada Lovelace) #ald09

Ma contribution pour la Journée Ada Lovelace (#ald09): les femmes, la culture geek et le média social.

En 2009, la journée de la femme a été hypothéquée d’une heure, dans certaines contrées qui sont passées à l’heure d’été le 8 mars. Pourtant, plus que jamais, c’est aux femmes que nous devrions accorder plus de place. Cette Journée internationale en l’honneur d’Ada Lovelace et des femmes dans les domaines technologiques est une excellente occasion pour discuter de l’importance de la présence féminine pour la pérennité sociale.

Pour un féministe mâle, le fait de parler de condition féminine peut poser certains défis. Qui suis-je, pour parler des femmes? De quel droit pourrais-je m’approprier de la parole qui devrait, selon moi, être accordée aux femmes? Mes propos ne sont-ils pas teintés de biais? C’est donc d’avantage en tant qu’observateur de ce que j’ai tendance à appeler la «culture geek» (voire la «niche geek» ou la «foule geek») que je parle de cette présence féminine.

Au risque de tomber dans le panneau du stéréotype, j’oserais dire qu’une présence accrue des femmes en milieu geek peut avoir des impacts intéressants en fonction de certains rôles impartis aux femmes dans diverses sociétés liées à la culture geek. En d’autres termes, j’aimerais célébrer le pouvoir féminin, bien plus fondamntal que la «force» masculine.

Je fais en cela référence à des notions sur les femmes et les hommes qui m’ont été révélées au cours de mes recherches sur les confréries de chasseurs, au Mali. En apparence exclusivement mâles, les confréries de chasseurs en Afrique de l’ouest accordent une place prépondérante à la féminité. Comme le dit le proverbe, «nous sommes tous dans les bras de nos mères» (bèè y’i ba bolo). Si le père, notre premier rival (i fa y’i faden folo de ye), peut nous donner la force physique, c’est la mère qui nous donne la puissance, le vrai pouvoir.

Loin de moi l’idée d’assigner aux femmes un pouvoir qui ne viendrait que de leur capacité à donner naissance. Ce n’est pas uniquement en tant que mère que la femme se doit d’être respectée. Bien au contraire, les divers rôles des femmes ont tous à être célébrés. Ce qui donne à la maternité une telle importance, d’un point de vue masculin, c’est son universalité: un homme peut ne pas avoir de sœur, d’épouse ou de fille, il peut même ne pas connaître l’identité précise de son père, il a au minimum eu un contact avec sa mère, de la conception à la naissance.

C’est souvent par référence à la maternité que les hommes conçoivent le respect le plus inconditionnel pour la femme. Et l’image maternelle ne doit pas être négligée, même si elle est souvent stéréotypée. Même si le terme «materner» a des connotations péjoratives, il fait appel à un soi adapté et sans motif spécifique. La culture geek a-t-elle besoin de soins maternels?

Une étude récente s’est penchée sur la dimension hormonale des activités des courtiers de Wall Street, surtout en ce qui a trait à la prise de risques. Selon cette étude (décrite dans une baladodiffusion de vulgarisation scientifique), il y aurait un lien entre certains taux d’hormones et un comportement fondé sur le profit à court terme. Ces hormones sont surtout présentes chez de jeunes hommes, qui constituent la majorité de ce groupe professionnel. Si les résultats de cette étude sont valables, un groupe plus diversifié de courtiers, au niveau du sexe et de l’âge, risque d’être plus prudent qu’un groupe dominé par de jeunes hommes.

Malgré d’énormes différences dans le détail, la culture geek a quelques ressemblances avec la composition de Wall Street, du moins au point de vue hormonal. Si l’appât du gain y est moins saillant que sur le plancher de la Bourse, la culture geek accorde une très large place au culte méritocratique de la compétition et à l’image de l’individu brillant et tout-puissant. La prise de risques n’est pas une caractéristique très visible de la culture geek, mais l’approche «résolution de problèmes» (“troubleshooting”) évoque la décision hâtive plutôt que la réflexion approfondie. Le rôle du dialogue équitable et respectueux, sans en être évacué, n’y est que rarement mis en valeur. La culture geek est «internationale», en ce sens qu’elle trouve sa place dans divers lieux du Globe (généralement définis avec une certaine précision en cebuees névralgiques comme la Silicon Valley). Elle est pourtant loin d’être représentative de la diversité humaine. La proportion bien trop basse de femmes liées à la culture geek est une marque importante de ce manque de diversité. Un groupe moins homogène rendrait plus prégnante la notion de coopération et, avec elle, un plus grand soucis de la dignité humaine. Après tout, le vrai humanisme est autant philogyne que philanthrope.

Un principe similaire est énoncé dans le cadre des soins médicaux. Sans être assignées à des tâches spécifiques, associées à leur sexe, la présence de certaines femmes-médecins semble améliorer certains aspects du travail médical. Il y a peut-être un stéréotype implicite dans tout ça et les femmes du secteur médical ne sont probablement pas traitées d’une bien meilleure façon que les femmes d’autres secteurs d’activité. Pourtant, au-delà du stéréotype, l’association entre féminité et relation d’aide semble se maintenir dans l’esprit des membres de certaines sociétés et peut être utilisée pour rendre la médecine plus «humaine», tant dans la diversité que dans cette notion d’empathie raisonnée, évoquée par l’humanisme.

Je ne peux m’empêcher de penser à cette remarquable expérience, il y a quelques années déjà, de participer à un colloque académique à forte présence féminine. En plus d’une proportion élevée de femmes, ce colloque sur la nourriture et la culture donnait la part belle à l’image de la mère nourricière, à l’influence fondamentale de la sphère donestique sur la vie sociale. Bien que mâle, je m’y suis senti à mon aise et je garde de ces quelques jours l’idée qu’un monde un tant soit peu féminisé pouvait avoir des effets intéressants, d’un point de vue social. Un groupe accordant un réel respect à la condition féminine peut être associé à une ambiance empreinte de «soin», une atmosphère “nurturing”.

Le milieu geek peut être très agréable, à divers niveaux, mais la notion de «soin», l’empathie, voire même l’humanisme n’en sont pas des caractéristiques très évidentes. Un monde geek accordant plus d’importance à la présence des femmes serait peut-être plus humain que ce qu’un portrait global de la culture geek semble présager.

Et n’est-ce pas ce qui s’est passé? Le ‘Net s’est partiellement féminisé au cours des dix dernières années et l’émergence du média social est intimement lié à cette transformation «démographique».

D’aucuns parlent de «démocratisation» d’Internet, usant d’un champ lexical associé au journalisme et à la notion d’État-Nation. Bien qu’il s’agisse de parler d’accès plus uniforme aux moyens technologiques, la source de ce discours se situe dans une vision spécifique de la structure social. Un relent de la Révolution Industrielle, peut-être? Le ‘Net étant construit au-delà des frontières politiques, cette vision du monde semble peu appropriée à la communication mondialisée. D’ailleurs, qu’entend-on vraiment par «démocratisation» d’Internet? La participation active de personnes diversifiées aux processus décisionnels qui créent continuellement le ‘Net? La simple juxtaposition de personnes provenant de milieux socio-économiques distincts? La possibilité pour la majorité de la planète d’utiliser certains outils dans le but d’obtenir ces avantages auxquels elle a droit, par prérogative statistique? Si c’est le cas, il en reviendrait aux femmes, majoritaires sur le Globe, de décider du sort du ‘Net. Pourtant, ce sont surtout des hommes qui dominent le ‘Net. Le contrôle exercé par les hommes semble indirect mais il n’en est pas moins réel.

Cet état des choses a tendance à changer. Bien qu’elles ne soient toujours pas dominantes, les femmes sont de plus en plus présentes, en-ligne. Certaines recherches statistiques semblent d’ailleurs leur assigner la majorité dans certaines sphères d’activité en-ligne. Mais mon approche est holistique et qualitative, plutôt que statistique et déterministe. C’est plutôt au sujet des rôles joués par les femmes que je pense. Si certains de ces rôles semblent sortir en ligne direct du stéréotype d’inégalité sexuelle du milieu du XXè siècle, c’est aussi en reconnaissant l’emprise du passé que nous pouvons comprendre certaines dimensions de notre présent. Les choses ont changé, soit. La conscience de ce changement informe certains de nos actes. Peu d’entre nous ont complètement mis de côté cette notion que notre «passé à tous» était patriarcal et misogyne. Et cette notion conserve sa signifiance dans nos gestes quotidiens puisque nous nous comparons à un modèle précis, lié à la domination et à la lutte des classes.

Au risque, encore une fois, de faire appel à des stéréotypes, j’aimerais parler d’une tendance que je trouve fascinante, dans le comportement de certaines femmes au sein du média social. Les blogueuses, par exemple, ont souvent réussi à bâtir des communautés de lectrices fidèles, des petits groupes d’amies qui partagent leurs vies en public. Au lieu de favoriser le plus grand nombre de visites, plusieurs femmes ont fondé leurs activités sur la blogosphère sur des groupes relativement restreints mais très actifs. D’ailleurs, certains blogues de femmes sont l’objet de longues discussions continues, liant les billets les uns aux autres et, même, dépassant le cadre du blogue.

À ce sujet, je fonde certaines de mes idées sur quelques études du phénomène de blogue, parues il y a déjà plusieurs années (et qu’il me serait difficile de localiser en ce moment) et sur certaines observations au sein de certaines «scènes geeks» comme Yulblog. Lors de certains événements mettant en contacts de nombreuses blogueuses, certaines d’entre elles semblaient préférer demeurer en groupe restreint pour une part importante de la durée de l’événement que de multiplier les nouveaux contacts. Il ne s’agit pas ici d’une restriction, certaines femmes sont mieux à même de provoquer l’«effet du papillon social» que la plupart des hommes. Mais il y a une force tranquille dans ces petits regroupements de femmes, qui fondent leur participation à la blogosphère sur des contacts directs et forts plutôt que sur la «pêche au filet». C’est souvent par de très petits groupes très soudés que les changements sociaux se produisent et, des “quilting bees” aux blogues de groupes de femmes, il y a une puissance ignorée.

Il serait probablement abusif de dire que c’est la présence féminine qui a provoqué l’éclosion du média social au cours des dix dernières années. Mais la présence des femmes est liée au fait que le ‘Net ait pu dépasser la «niche geek». Le domaine de ce que certains appellent le «Web 2.0» (ou la sixième culture d’Internet) n’est peut-être pas plus démocratique que le ‘Net du début des années 1990. Mais il est clairement moins exclusif et plus accueillant.

Comme ma tendre moitié l’a lu sur la devanture d’une taverne: «Bienvenue aux dames!»

Les billets publiés en l’honneur de la Journée Ada Lovelace devaient, semble-t-il, se pencher sur des femmes spécifiques, œuvrant dans des domaines technologiques. J’ai préféré «réfléchir à plume haute» au sujet de quelques éléments qui me trottaient dans la tête. Il serait toutefois de bon ton pour moi de mentionner des noms et de ne pas consigner ce billet à une observation purement macroscopique et impersonnelle. Étant peu porté sur l’individualisme, je préfère citer plusieurs femmes, plutôt que de me concentrer sur une d’entre elles. D’autant plus que la femme à laquelle je pense avec le plus d’intensité dit désirer garder une certaine discrétion et, même si elle blogue depuis bien plus longtemps que moi et qu’elle sait très bien se débrouiller avec les outils en question, elle prétend ne pas être associée à la technologie.

J’ai donc décidé de procéder à une simple énumération (alphabétique, j’aime pas les rangs) de quelques femmes dont j’apprécie le travail et qui ont une présence Internet facilement identifiable. Certaines d’entre elles sont très proches de moi. D’autres planent au-dessus de milieux auxquels je suis lié. D’autres encore sont des présences discrètes ou fortes dans un quelconque domaine que j’associe à la culture geek et/ou au média social. Évidemment, j’en oublie des tonnes. Mais c’est un début. Continuons le combat! 😉

Social Networks and Microblogging

Event-based microblogging and the social dimensions of online social networks.

Microblogging (Laconica, Twitter, etc.) is still a hot topic. For instance, during the past few episodes of This Week in Tech, comments were made about the preponderance of Twitter as a discussion theme: microblogging is so prominent on that show that some people complain that there’s too much talk about Twitter. Given the centrality of Leo Laporte’s podcast in geek culture (among Anglos, at least), such comments are significant.

The context for the latest comments about TWiT coverage of Twitter had to do with Twitter’s financials: during this financial crisis, Twitter is given funding without even asking for it. While it may seem surprising at first, given the fact that Twitter hasn’t publicized a business plan and doesn’t appear to be profitable at this time, 

Along with social networking, microblogging is even discussed in mainstream media. For instance, Médialogues (a media critique on Swiss national radio) recently had a segment about both Facebook and Twitter. Just yesterday, Comedy Central’s The Daily Show with Jon Stewart made fun of compulsive twittering and mainstream media coverage of Twitter (original, Canadian access).

Clearly, microblogging is getting some mindshare.

What the future holds for microblogging is clearly uncertain. Anything can happen. My guess is that microblogging will remain important for a while (at least a few years) but that it will transform itself rather radically. Chances are that other platforms will have microblogging features (something Facebook can do with status updates and something Automattic has been trying to do with some WordPress themes). In these troubled times, Montreal startup Identi.ca received some funding to continue developing its open microblogging platform.  Jaiku, bought by Google last year, is going open source, which may be good news for microblogging in general. Twitter itself might maintain its “marketshare” or other players may take over. There’s already a large number of third-party tools and services making use of Twitter, from Mahalo Answers to Remember the Milk, Twistory to TweetDeck.

Together, these all point to the current importance of microblogging and the potential for further development in that sphere. None of this means that microblogging is “The Next Big Thing.” But it’s reasonable to expect that microblogging will continue to grow in use.

(Those who are trying to grok microblogging, Common Craft’s Twitter in Plain English video is among the best-known descriptions of Twitter and it seems like an efficient way to “get the idea.”)

One thing which is rarely mentioned about microblogging is the prominent social structure supporting it. Like “Social Networking Systems” (LinkedIn, Facebook, Ning, MySpace…), microblogging makes it possible for people to “connect” to one another (as contacts/acquaintances/friends). Like blogs, microblogging platforms make it possible to link to somebody else’s material and get notifications for some of these links (a bit like pings and trackbacks). Like blogrolls, microblogging systems allow for lists of “favourite authors.” Unlike Social Networking Systems but similar to blogrolls, microblogging allow for asymmetrical relations, unreciprocated links: if I like somebody’s microblogging updates, I can subscribe to those (by “following” that person) and publicly show my appreciation of that person’s work, regardless of whether or not this microblogger likes my own updates.

There’s something strangely powerful there because it taps the power of social networks while avoiding tricky issues of reciprocity, “confidentiality,” and “intimacy.”

From the end user’s perspective, microblogging contacts may be easier to establish than contacts through Facebook or Orkut. From a social science perspective, microblogging links seem to approximate some of the fluidity found in social networks, without adding much complexity in the description of the relationships. Subscribing to someone’s updates gives me the role of “follower” with regards to that person. Conversely, those I follow receive the role of “following” (“followee” would seem logical, given the common “-er”/”-ee” pattern). The following and follower roles are complementary but each is sufficient by itself as a useful social link.

Typically, a microblogging system like Twitter or Identi.ca qualifies two-way connections as “friendship” while one-way connections could be labelled as “fandom” (if Andrew follows Betty’s updates but Betty doesn’t follow Andrew’s, Andrew is perceived as one of Betty’s “fans”). Profiles on microblogging systems are relatively simple and public, allowing for low-involvement online “presence.” As long as updates are kept public, anybody can connect to anybody else without even needing an introduction. In fact, because microblogging systems send notifications to users when they get new followers (through email and/or SMS), subscribing to someone’s update is often akin to introducing yourself to that person. 

Reciprocating is the object of relatively intense social pressure. A microblogger whose follower:following ratio is far from 1:1 may be regarded as either a snob (follower:following much higher than 1:1) or as something of a microblogging failure (follower:following much lower than 1:1). As in any social context, perceived snobbery may be associated with sophistication but it also carries opprobrium. Perry Belcher  made a video about what he calls “Twitter Snobs” and some French bloggers have elaborated on that concept. (Some are now claiming their right to be Twitter Snobs.) Low follower:following ratios can result from breach of etiquette (for instance, ostentatious self-promotion carried beyond the accepted limit) or even non-human status (many microblogging accounts are associated to “bots” producing automated content).

The result of the pressure for reciprocation is that contacts are reciprocated regardless of personal relations.  Some users even set up ways to automatically follow everyone who follows them. Despite being tricky, these methods escape the personal connection issue. Contrary to Social Networking Systems (and despite the term “friend” used for reciprocated contacts), following someone on a microblogging service implies little in terms of friendship.

One reason I personally find this fascinating is that specifying personal connections has been an important part of the development of social networks online. For instance, long-defunct SixDegrees.com (one of the earliest Social Networking Systems to appear online) required of users that they specified the precise nature of their relationship to users with whom they were connected. Details escape me but I distinctly remember that acquaintances, colleagues, and friends were distinguished. If I remember correctly, only one such personal connection was allowed for any pair of users and this connection had to be confirmed before the two users were linked through the system. Facebook’s method to account for personal connections is somewhat more sophisticated despite the fact that all contacts are labelled as “friends” regardless of the nature of the connection. The uniform use of the term “friend” has been decried by many public commentators of Facebook (including in the United States where “friend” is often applied to any person with whom one is simply on friendly terms).

In this context, the flexibility with which microblogging contacts are made merits consideration: by allowing unidirectional contacts, microblogging platforms may have solved a tricky social network problem. And while the strength of the connection between two microbloggers is left unacknowledged, there are several methods to assess it (for instance through replies and republished updates).

Social contacts are the very basis of social media. In this case, microblogging represents a step towards both simplified and complexified social contacts.

Which leads me to the theme which prompted me to start this blogpost: event-based microblogging.

I posted the following blog entry (in French) about event-based microblogging, back in November.

Microblogue d’événement

I haven’t received any direct feedback on it and the topic seems to have little echoes in the social media sphere.

During the last PodMtl meeting on February 18, I tried to throw my event-based microblogging idea in the ring. This generated a rather lengthy between a friend and myself. (Because I don’t want to put words in this friend’s mouth, who happens to be relatively high-profile, I won’t mention this friend’s name.) This friend voiced several objections to my main idea and I got to think about this basic notion a bit further. At the risk of sounding exceedingly opinionated, I must say that my friend’s objections actually comforted me in the notion that my “event microblog” idea makes a lot of sense.

The basic idea is quite simple: microblogging instances tied to specific events. There are technical issues in terms of hosting and such but I’m mostly thinking about associating microblogs and events.

What I had in mind during the PodMtl discussion has to do with grouping features, which are often requested by Twitter users (including by Perry Belcher who called out Twitter Snobs). And while I do insist on events as a basis for those instances (like groups), some of the same logic applies to specific interests. However, given the time-sensitivity of microblogging, I still think that events are more significant in this context than interests, however defined.

In the PodMtl discussion, I frequently referred to BarCamp-like events (in part because my friend and interlocutor had participated in a number of such events). The same concept applies to any event, including one which is just unfolding (say, assassination of Guinea-Bissau’s president or bombings in Mumbai).

Microblogging users are expected to think about “hashtags,” those textual labels preceded with the ‘#’ symbol which are meant to categorize microblogging updates. But hashtags are problematic on several levels.

  • They require preliminary agreement among multiple microbloggers, a tricky proposition in any social media. “Let’s use #Bissau09. Everybody agrees with that?” It can get ugly and, even if it doesn’t, the process is awkward (especially for new users).
  • Even if agreement has been reached, there might be discrepancies in the way hashtags are typed. “Was it #TwestivalMtl or #TwestivalMontreal, I forgot.”
  • In terms of language economy, it’s unsurprising that the same hashtag would be used for different things. Is “#pcmtl” about Podcamp Montreal, about personal computers in Montreal, about PCM Transcoding Library…?
  • Hashtags are frequently misunderstood by many microbloggers. Just this week, a tweep of mine (a “peep” on Twitter) asked about them after having been on Twitter for months.
  • While there are multiple ways to track hashtags (including through SMS, in some regions), there is no way to further specify the tracked updates (for instance, by user).
  • The distinction between a hashtag and a keyword is too subtle to be really useful. Twitter Search, for instance, lumps the two together.
  • Hashtags take time to type. Even if microbloggers aren’t necessarily typing frantically, the time taken to type all those hashtags seems counterproductive and may even distract microbloggers.
  • Repetitively typing the same string is a very specific kind of task which seems to go against the microblogging ethos, if not the cognitive processes associated with microblogging.
  • The number of character in a hashtag decreases the amount of text in every update. When all you have is 140 characters at a time, the thirteen characters in “#TwestivalMtl” constitute almost 10% of your update.
  • If the same hashtag is used by a large number of people, the visual effect can be that this hashtag is actually dominating the microblogging stream. Since there currently isn’t a way to ignore updates containing a certain hashtag, this effect may even discourage people from using a microblogging service.

There are multiple solutions to these issues, of course. Some of them are surely discussed among developers of microblogging systems. And my notion of event-specific microblogs isn’t geared toward solving these issues. But I do think separate instances make more sense than hashtags, especially in terms of specific events.

My friend’s objections to my event microblogging idea had something to do with visibility. It seems that this friend wants all updates to be visible, regardless of the context. While I don’t disagree with this, I would claim that it would still be useful to “opt out” of certain discussions when people we follow are involved. If I know that Sean is participating in a PHP conference and that most of his updates will be about PHP for a period of time, I would enjoy the possibility to hide PHP-related updates for a specific period of time. The reason I talk about this specific case is simple: a friend of mine has manifested some frustration about the large number of updates made by participants in Podcamp Montreal (myself included). Partly in reaction to this, he stopped following me on Twitter and only resumed following me after Podcamp Montreal had ended. In this case, my friend could have hidden Podcamp Montreal updates and still have received other updates from the same microbloggers.

To a certain extent, event-specific instances are a bit similar to “rooms” in MMORPG and other forms of real-time many-to-many text-based communication such as the nostalgia-inducing Internet Relay Chat. Despite Dave Winer’s strong claim to the contrary (and attempt at defining microblogging away from IRC), a microblogging instance could, in fact, act as a de facto chatroom. When such a structure is needed. Taking advantage of the work done in microblogging over the past year (which seems to have advanced more rapidly than work on chatrooms has, during the past fifteen years). Instead of setting up an IRC channel, a Web-based chatroom, or even a session on MSN Messenger, users could use their microblogging platform of choice and either decide to follow all updates related to a given event or simply not “opt-out” of following those updates (depending on their preferences). Updates related to multiple events are visible simultaneously (which isn’t really the case with IRC or chatrooms) and there could be ways to make event-specific updates more prominent. In fact, there would be easy ways to keep real-time statistics of those updates and get a bird’s eye view of those conversations.

And there’s a point about event-specific microblogging which is likely to both displease “alpha geeks” and convince corporate users: updates about some events could be “protected” in the sense that they would not appear in the public stream in realtime. The simplest case for this could be a company-wide meeting during which backchannel is allowed and even expected “within the walls” of the event. The “nothing should leave this room” attitude seems contradictory to social media in general, but many cases can be made for “confidential microblogging.” Microblogged conversations can easily be archived and these archives could be made public at a later date. Event-specific microblogging allows for some control of the “permeability” of the boundaries surrounding the event. “But why would people use microblogging instead of simply talking to another?,” you ask. Several quick answers: participants aren’t in the same room, vocal communication is mostly single-channel, large groups of people are unlikely to communicate efficiently through oral means only, several things are more efficiently done through writing, written updates are easier to track and archive…

There are many other things I’d like to say about event-based microblogging but this post is already long. There’s one thing I want to explain, which connects back to the social network dimension of microblogging.

Events can be simplistically conceived as social contexts which bring people together. (Yes, duh!) Participants in a given event constitute a “community of experience” regardless of the personal connections between them. They may be strangers, ennemies, relatives, acquaintances, friends, etc. But they all share something. “Participation,” in this case, can be relatively passive and the difference between key participants (say, volunteers and lecturers in a conference) and attendees is relatively moot, at a certain level of analysis. The key, here, is the set of connections between people at the event.

These connections are a very powerful component of social networks. We typically meet people through “events,” albeit informal ones. Some events are explicitly meant to connect people who have something in common. In some circles, “networking” refers to something like this. The temporal dimension of social connections is an important one. By analogy to philosophy of language, the “first meeting” (and the set of “first impressions”) constitute the “baptism” of the personal (or social) connection. In social media especially, the nature of social connections tends to be monovalent enough that this “baptism event” gains special significance.

The online construction of social networks relies on a finite number of dimensions, including personal characteristics described in a profile, indirect connections (FOAF), shared interests, textual content, geographical location, and participation in certain activities. Depending on a variety of personal factors, people may be quite inclusive or rather exclusive, based on those dimensions. “I follow back everyone who lives in Austin” or “Only people I have met in person can belong to my inner circle.” The sophistication with which online personal connections are negotiated, along such dimensions, is a thing of beauty. In view of this sophistication, tools used in social media seem relatively crude and underdeveloped.

Going back to the (un)conference concept, the usefulness of having access to a list of all participants in a given event seems quite obvious. In an open event like BarCamp, it could greatly facilitate the event’s logistics. In a closed event with paid access, it could be linked to registration (despite geek resistance, closed events serve a purpose; one could even imagine events where attendance is free but the microblogging backchannel incurs a cost). In some events, everybody would be visible to everybody else. In others, there could be a sort of ACL for diverse types of participants. In some cases, people could be allowed to “lurk” without being seen while in others radically transparency could be enforced. For public events with all participants visible, lists of participants could be archived and used for several purposes (such as assessing which sessions in a conference are more popular or “tracking” event regulars).

One reason I keep thinking about event-specific microblogging is that I occasionally use microblogging like others use business cards. In a geek crowd, I may ask for someone’s Twitter username in order to establish a connection with that person. Typically, I will start following that person on Twitter and find opportunities to communicate with that person later on. Given the possibility for one-way relationships, it establishes a social connection without requiring personal involvement. In fact, that person may easily ignore me without the danger of a face threat.

If there were event-specific instances from microblogging platforms, we could manage connections and profiles in a more sophisticated way. For instance, someone could use a barebones profile for contacts made during an impersonal event and a full-fledged profile for contacts made during a more “intimate” event. After noticing a friend using an event-specific business card with an event-specific email address, I got to think that this event microblogging idea might serve as a way to fill a social need.

 

More than most of my other blogposts, I expect comments on this one. Objections are obviously welcomed, especially if they’re made thoughtfully (like my PodMtl friend made them). Suggestions would be especially useful. Or even questions about diverse points that I haven’t addressed (several of which I can already think about).

So…

 

What do you think of this idea of event-based microblogging? Would you use a microblogging instance linked to an event, say at an unconference? Can you think of fun features an event-based microblogging instance could have? If you think about similar ideas you’ve seen proposed online, care to share some links?

 

Thanks in advance!

Transparency and Secrecy

Musings on transparency and secrecy, related to both my professional reorientation and my personal life.

[Started working on this post on December 1st, based on something which happened a few days prior. Since then, several things happened which also connected to this post. Thought the timing was right to revisit the entry and finally publish it. Especially since a friend just teased me for not blogging in a while.]

I’m such a strong advocate of transparency that I have a real problem with secrecy.

I know, transparency is not exactly the mirror opposite of secrecy. But I think my transparency-radical perspective causes some problem in terms of secrecy-management.

“Haven’t you been working with a secret society in Mali?,” you ask. Well, yes, I have. And secrecy hasn’t been a problem in that context because it’s codified. Instead of a notion of “absolute secrecy,” the Malian donsow I’ve been working with have a subtle, nuanced, complex, layered, contextually realistic, elaborate, and fascinating perspective on how knowledge is processed, “transmitted,” managed. In fact, my dissertation research had a lot to do with this form of knowledge management. The term “knowledge people” (“karamoko,” from kalan+mogo=learning+people) truly applies to members of hunter’s associations in Mali as well as to other local experts. These people make a clear difference between knowledge and information. And I can readily relate to their approach. Maybe I’ve “gone native,” but it’s more likely that I was already in that mode before I ever went to Mali (almost 11 years ago).

Of course, a high value for transparency is a hallmark of academia. The notion that “information wants to be free” makes more sense from an academic perspective than from one focused on a currency-based economy. Even when people are clear that “free” stands for “freedom”/«libre» and not for “gratis”/«gratuit» (i.e. “free as in speech, not free as in beer”), there persists a notion that “free comes at a cost” among those people who are so focused on growth and profit. IMHO, most the issues with the switch to “immaterial economies” (“information economy,” “attention economy,” “digital economy”) have to do with this clash between the value of knowledge and a strict sense of “property value.”

But I digress.

Or, do I…?

The phrase “radical transparency” has been used in business circles related to “information and communication technology,” a context in which the “information wants to be free” stance is almost the basis of a movement.

I’m probably more naïve than most people I have met in Mali. While there, a friend told me that he thought that people from the United States were naïve. While he wasn’t referring to me, I can easily acknowledge that the naïveté he described is probably characteristic of my own attitude. I’m North American enough to accept this.

My dedication to transparency was tested by an apparently banal set of circumstances, a few days before I drafted this post. I was given, in public, information which could potentially be harmful if revealed to a certain person. The harm which could be done is relatively small. The person who gave me that information wasn’t overstating it. The effects of my sharing this information wouldn’t be tragic. But I was torn between my radical transparency stance and my desire to do as little harm as humanly possible. So I refrained from sharing this information and decided to write this post instead.

And this post has been sitting in my “draft box” for a while. I wrote a good number of entries in the meantime but I still had this one at the back of my mind. On the backburner. This is where social media becomes something more of a way of life than an activity. Even when I don’t do anything on this blog, I think about it quite a bit.

As mentioned in the preamble, a number of things have happened since I drafted this post which also relate to transparency and secrecy. Including both professional and personal occurrences. Some of these comfort me in my radical transparency position while others help me manage secrecy in a thoughtful way.

On the professional front, first. I’ve recently signed a freelance ethnography contract with Toronto-based consultancy firm Idea Couture. The contract included a non-disclosure agreement (NDA). Even before signing the contract/NDA, I was asking fellow ethnographer and blogger Morgan Gerard about disclosure. Thanks to him, I now know that I can already disclose several things about this contract and that, once the results are public, I’ll be able to talk about this freely. Which all comforts me on a very deep level. This is precisely the kind of information and knowledge management I can relate to. The level of secrecy is easily understandable (inopportune disclosure could be detrimental to the client). My commitment to transparency is unwavering. If all contracts are like this, I’ll be quite happy to be a freelance ethnographer. It may not be my only job (I already know that I’ll be teaching online, again). But it already fits in my personal approach to information, knowledge, insight.

I’ll surely blog about private-sector ethnography. At this point, I’ve mostly been preparing through reading material in the field and discussing things with friends or colleagues. I was probably even more careful than I needed to be, but I was still able to exchange ideas about market research ethnography with people in diverse fields. I sincerely think that these exchanges not only add value to my current work for Idea Couture but position me quite well for the future. I really am preparing for freelance ethnography. I’m already thinking like a freelance ethnographer.

There’s a surprising degree of “cohesiveness” in my life, these days. Or, at least, I perceive my life as “making sense.”

And different things have made me say that 2009 would be my year. I get additional evidence of this on a regular basis.

Which brings me to personal issues, still about transparency and secrecy.

Something has happened in my personal life, recently, that I’m currently unable to share. It’s a happy circumstance and I’ll be sharing it later, but it’s semi-secret for now.

Thing is, though, transparency was involved in that my dedication to radical transparency has already been paying off in these personal respects. More specifically, my being transparent has been valued rather highly and there’s something about this type of validation which touches me deeply.

As can probably be noticed, I’m also becoming more public about some emotional dimensions of my life. As an artist and a humanist, I’ve always been a sensitive person, in-tune with his emotions. Specially positive ones. I now feel accepted as a sensitive person, even if several people in my life tend to push sensitivity to the side. In other words, I’ve grown a lot in the past several months and I now want to share my growth with others. Despite reluctance toward the “touchy-feely,” specially in geek and other male-centric circles, I’ve decided to “let it all loose.” I fully respect those who dislike this. But I need to be myself.

Escaping Emoticons/Smilies in WordPress

I like to keep the emoticons conversion on my blog as a whole but there are occasions in which specific strings should not be converted to emoticons. The most recent instance on my blog came in a comment.

Found the answer here:

WordPress – Prevent Smileys In Code Quotes

One method is to use spaces, but extra spaces are distracting. So, the best way is to replace the parenthesis with its ASCII code: “& #41;” (without quotes or space).

A bit hacky, but useful.