Category Archives: Learning

WordPress as Content Directory: Getting Somewhere

{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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Academics and Their Publics

Misunderstood by Raffi Asdourian

Misunderstood by Raffi Asdourian

Academics are misunderstood.

Almost by definition.

Pretty much any academic eventually feels that s/he is misunderstood. Misunderstandings about some core notions in about any academic field are involved in some of the most common pet peeves among academics.

In other words, there’s nothing as transdisciplinary as misunderstanding.

It can happen in the close proximity of a given department (“colleagues in my department misunderstand my work”). It can happen through disciplinary boundaries (“people in that field have always misunderstood our field”). And, it can happen generally: “Nobody gets us.”

It’s not paranoia and it’s probably not self-victimization. But there almost seems to be a form of “onedownmanship” at stake with academics from different disciplines claiming that they’re more misunderstood than others. In fact, I personally get the feeling that ethnographers are more among the most misunderstood people around, but even short discussions with friends in other fields (including mathematics) have helped me get the idea that, basically, we’re all misunderstood at the same “level” but there are variations in the ways we’re misunderstood. For instance, anthropologists in general are mistaken for what they aren’t based on partial understanding by the general population.

An example from my own experience, related to my decision to call myself an “informal ethnographer.” When you tell people you’re an anthropologist, they form an image in their minds which is very likely to be inaccurate. But they do typically have an image in their minds. On the other hand, very few people have any idea about what “ethnography” means, so they’re less likely to form an opinion of what you do from prior knowledge. They may puzzle over the term and try to take a guess as to what “ethnographer” might mean but, in my experience, calling myself an “ethnographer” has been a more efficient way to be understood than calling myself an “anthropologist.”

This may all sound like nitpicking but, from the inside, it’s quite impactful. Linguists are frequently asked about the number of languages they speak. Mathematicians are taken to be number freaks. Psychologists are perceived through the filters of “pop psych.” There are many stereotypes associated with engineers. Etc.

These misunderstandings have an impact on anyone’s work. Not only can it be demoralizing and can it impact one’s sense of self-worth, but it can influence funding decisions as well as the use of research results. These misunderstandings can underminine learning across disciplines. In survey courses, basic misunderstandings can make things very difficult for everyone. At a rather basic level, academics fight misunderstandings more than they fight ignorance.

The  main reason I’m discussing this is that I’ve been given several occasions to think about the interface between the Ivory Tower and the rest of the world. It’s been a major theme in my blogposts about intellectuals, especially the ones in French. Two years ago, for instance, I wrote a post in French about popularizers. A bit more recently, I’ve been blogging about specific instances of misunderstandings associated with popularizers, including Malcolm Gladwell’s approach to expertise. Last year, I did a podcast episode about ethnography and the Ivory Tower. And, just within the past few weeks, I’ve been reading a few things which all seem to me to connect with this same issue: common misunderstandings about academic work. The connections are my own, and may not be so obvious to anyone else. But they’re part of my motivations to blog about this important issue.

In no particular order:

But, of course, I think about many other things. Including (again, in no particular order):

One discussion I remember, which seems to fit, included comments about Germaine Dieterlen by a friend who also did research in West Africa. Can’t remember the specifics but the gist of my friend’s comment was that “you get to respect work by the likes of Germaine Dieterlen once you start doing field research in the region.” In my academic background, appreciation of Germaine Dieterlen’s may not be unconditional, but it doesn’t necessarily rely on extensive work in the field. In other words, while some parts of Dieterlen’s work may be controversial and it’s extremely likely that she “got a lot of things wrong,” her work seems to be taken seriously by several French-speaking africanists I’ve met. And not only do I respect everyone but I would likely praise someone who was able to work in the field for so long. She’s not my heroine (I don’t really have heroes) or my role-model, but it wouldn’t have occurred to me that respect for her wasn’t widespread. If it had seemed that Dieterlen’s work had been misunderstood, my reflex would possibly have been to rehabilitate her.

In fact, there’s  a strong academic tradition of rehabilitating deceased scholars. The first example which comes to mind is a series of articles (PDF, in French) and book chapters by UWO linguistic anthropologist Regna Darnell.about “Benjamin Lee Whorf as a key figure in linguistic anthropology.” Of course, saying that these texts by Darnell constitute a rehabilitation of Whorf reveals a type of evaluation of her work. But that evaluation comes from a third person, not from me. The likely reason for this case coming up to my mind is that the so-called “Sapir-Whorf Hypothesis” is among the most misunderstood notions from linguistic anthropology. Moreover, both Whorf and Sapir are frequently misunderstood, which can make matters difficulty for many linguistic anthropologists talking with people outside the discipline.

The opposite process is also common: the “slaughtering” of “sacred cows.” (First heard about sacred cows through an article by ethnomusicologist Marcia Herndon.) In some significant ways, any scholar (alive or not) can be the object of not only critiques and criticisms but a kind of off-handed dismissal. Though this often happens within an academic context, the effects are especially lasting outside of academia. In other words, any scholar’s name is likely to be “sullied,” at one point or another. Typically, there seems to be a correlation between the popularity of a scholar and the likelihood of her/his reputation being significantly tarnished at some point in time. While there may still be people who treat Darwin, Freud, Nietzsche, Socrates, Einstein, or Rousseau as near divinities, there are people who will avoid any discussion about anything they’ve done or said. One way to put it is that they’re all misunderstood. Another way to put it is that their main insights have seeped through “common knowledge” but that their individual reputations have decreased.

Perhaps the most difficult case to discuss is that of Marx (Karl, not Harpo). Textbooks in introductory sociology typically have him as a key figure in the discipline and it seems clear that his insight on social issues was fundamental in social sciences. But, outside of some key academic contexts, his name is associated with a large series of social events about which people tend to have rather negative reactions. Even more so than for Paul de Man or  Martin Heidegger, Marx’s work is entangled in public opinion about his ideas. Haven’t checked for examples but I’m quite sure that Marx’s work is banned in a number of academic contexts. However, even some of Marx’s most ardent opponents are likely to agree with several aspects of Marx’s work and it’s sometimes funny how Marxian some anti-Marxists may be.

But I digress…

Typically, the “slaughtering of sacred cows” relates to disciplinary boundaries instead of social ones. At least, there’s a significant difference between your discipline’s own “sacred cows” and what you perceive another discipline’s “sacred cows” to be. Within a discipline, the process of dismissing a prior scholar’s work is almost œdipean (speaking of Freud). But dismissal of another discipline’s key figures is tantamount to a rejection of that other discipline. It’s one thing for a physicist to show that Newton was an alchemist. It’d be another thing entirely for a social scientist to deconstruct James Watson’s comments about race or for a theologian to argue with Darwin. Though discussions may have to do with individuals, the effects of the latter can widen gaps between scholarly disciplines.

And speaking of disciplinarity, there’s a whole set of issues having to do with discussions “outside of someone’s area of expertise.” On one side, comments made by academics about issues outside of their individual areas of expertise can be very tricky and can occasionally contribute to core misunderstandings. The fear of “talking through one’s hat” is quite significant, in no small part because a scholar’s prestige and esteem may greatly decrease as a result of some blatantly inaccurate statements (although some award-winning scholars seem not to be overly impacted by such issues).

On the other side, scholars who have to impart expert knowledge to people outside of their discipline  often have to “water down” or “boil down” their ideas and, in effect, oversimplifying these issues and concepts. Partly because of status (prestige and esteem), lowering standards is also very tricky. In some ways, this second situation may be more interesting. And it seems unavoidable.

How can you prevent misunderstandings when people may not have the necessary background to understand what you’re saying?

This question may reveal a rather specific attitude: “it’s their fault if they don’t understand.” Such an attitude may even be widespread. Seems to me, it’s not rare to hear someone gloating about other people “getting it wrong,” with the suggestion that “we got it right.”  As part of negotiations surrounding expert status, such an attitude could even be a pretty rational approach. If you’re trying to position yourself as an expert and don’t suffer from an “impostor syndrome,” you can easily get the impression that non-specialists have it all wrong and that only experts like you can get to the truth. Yes, I’m being somewhat sarcastic and caricatural, here. Academics aren’t frequently that dismissive of other people’s difficulties understanding what seem like simple concepts. But, in the gap between academics and the general population a special type of intellectual snobbery can sometimes be found.

Obviously, I have a lot more to say about misunderstood academics. For instance, I wanted to address specific issues related to each of the links above. I also had pet peeves about widespread use of concepts and issues like “communities” and “Eskimo words for snow” about which I sometimes need to vent. And I originally wanted this post to be about “cultural awareness,” which ends up being a core aspect of my work. I even had what I might consider a “neat” bit about public opinion. Not to mention my whole discussion of academic obfuscation (remind me about “we-ness and distinction”).

But this is probably long enough and the timing is right for me to do something else.

I’ll end with an unverified anecdote that I like. This anecdote speaks to snobbery toward academics.

[It’s one of those anecdotes which was mentioned in a course I took a long time ago. Even if it’s completely fallacious, it’s still inspiring, like a tale, cautionary or otherwise.]

As the story goes (at least, what I remember of it), some ethnographers had been doing fieldwork  in an Australian cultural context and were focusing their research on a complex kinship system known in this context. Through collaboration with “key informants,” the ethnographers eventually succeeded in understanding some key aspects of this kinship system.

As should be expected, these kinship-focused ethnographers wrote accounts of this kinship system at the end of their field research and became known as specialists of this system.

After a while, the fieldworkers went back to the field and met with the same people who had described this kinship system during the initial field trip. Through these discussions with their “key informants,” the ethnographers end up hearing about a radically different kinship system from the one about which they had learnt, written, and taught.

The local informants then told the ethnographers: “We would have told you earlier about this but we didn’t think you were able to understand it.”


No Office Export in Keynote/Numbers for iPad?

To be honest, I’m getting even more excited about the iPad. Not that we get that much more info about it, but:

For one thing, the Pages for iPad webpage is explicitly stating Word support:

Attach them to an email as Pages files for Mac, Microsoft Word files, or PDF documents.

Maybe this is because Steve Jobs himself promised it to Walt Mossberg?
Thing is, the equivalent pages about Keynote for iPad and about Numbers for iPad aren’t so explicit:

The presentations you create in Keynote on your iPad can be exported as Keynote files for Mac or PDF documents

and…

To share your work, export your spreadsheet as a Numbers file for Mac or PDF document

Not a huge issue, but it seems strange that Apple would have such an “export to Microsoft Office” feature on only one of the three “iWork for iPad” apps. Now, the differences in the way exports are described may not mean that Keynote won’t be able to export to Microsoft PowerPoint or that Numbers won’t be able to export to Microsoft Excel. After all, these texts may have been written at different times. But it does sound like PowerPoint and Excel will be import-only, on the iPad.

Which, again, may not be that big an issue. Maybe iWork.com will work well enough for people’s needs. And some other cloud-based tools do support Keynote. (Though Google Docs and Zoho Show don’t.)

The reason I care is simple: I do share most of my presentation files. Either to students (as resources on Moodle) or to whole wide world (through Slideshare). My desktop outliner of choice, OmniOutliner, exports to Keynote and Microsoft Word. My ideal workflow would be to send, in parallel, presentation files to Keynote for display while on stage and to PowerPoint for sharing. The Word version could also be useful for sharing.

Speaking of presenting “slides” on stage, I’m also hoping that the “iPad Dock Connector to VGA Adapter” will support “presenter mode” at some point (though it doesn’t seem to be the case, right now). I also dream of a way to control an iPad presentation with some kind of remote. In fact, it’s not too hard to imagine it as an iPod touch app (maybe made by Appiction, down in ATX).

To be clear: my “presentation files” aren’t really about presenting so much as they are a way to package and organize items. Yes, I use bullet points. No, I don’t try to make the presentation sexy. My presentation files are acting like cue cards and like whiteboard snapshots. During a class, I use the “slides” as a way to keep track of where I planned the discussion to go. I can skip around, but it’s easier for me to get at least some students focused on what’s important (the actual depth of the discussion) because they know the structure (as “slides”) will be available online. Since I also podcast my lectures, it means that they can go back to all the material.

I also use “slides” to capture things we build in class, such as lists of themes from the readings or potential exam questions.  Again, the “whiteboard” idea. I don’t typically do the same thing during a one-time talk (say, at an unconference). But I still want to share my “slides,” at some point.

So, in all of these situations, I need a file format for “slides.” I really wish there were a format which could work directly out of the browser and could be converted back and forth with other formats (especially Keynote, OpenOffice, and PowerPoint). I don’t need anything fancy. I don’t even care about transitions, animations, or even inserting pictures. But, despite some friends’ attempts at making me use open solutions, I end up having to use presentation files.

Unfortunately, at this point, PowerPoint is the de facto standard for presentation files. So I need it, somehow. Not that I really need PowerPoint itself. But it’s still the only format I can use to share “slides.”

So, if Keynote for iPad doesn’t export directly to PowerPoint, it means that I’ll have to find another way to make my workflow fit.

Ah, well…


Scriptocentrism and the Freedom to Think

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

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.


Why I Need an iPad

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

[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… 😉