In Phase

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.

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… 😉

Landing On His Feet: Nicolas Chourot

Listening to Nicolas Chourot‘s début album: First Landing (available on iTunes). Now, here’s someone who found his voice.

A few years ago, Nicolas Chourot played with us as part of Madou Diarra & Dakan, a group playing music created for Mali’s hunters’ associations.

Before Chourot joined us, I had been a member of Dakan for several years and my perspective on the group’s music was rather specific. As an ethnomusicologist working on the original context for hunters’ music, I frequently tried to maintain the connection with what makes Malian hunters so interesting, including a certain sense of continuity through widespread changes.

When Nicolas came up with his rather impressive equipment, I began to wonder how it would all fit. A very open-minded, respectful, and personable musician, Nicolas was able to both transform Dakan’s music from within and adapt his playing to a rather distant performance style. Not an easy task for any musician and Nicolas sure was to be commended for such a success.

After a while, Chourot and Dakan’s Madou Diarra parted ways. Still, Nicolas remained a member of the same informal music network as several people who had been in Dakan, including several of my good friends. And though I haven’t seen Nicolas in quite a while, he remains in my mind as someone whose playing and attitude toward music I enjoy.

Unfortunately, I was unable to attend the launch of Nicolas’s launch/show, on August 29. What’s strange is that it took me until today to finally buy Nicolas’s album. Not exactly sure why. Guess my mind was elsewhere. For months.

Ah, well… Désolé Nicolas!

But I did finally get the album. And I’m really glad I did!

When I first heard Nicolas’s playing, I couldn’t help but think about Michel Cusson. I guess it was partly because both have been fusing Jazz and “World” versions of the electric guitar. But there was something else in Nicolas’s playing that I readily associated with Cusson. Never analyzed it. Nor am I planning to analyze it at any point. Despite my music school background and ethnomusicological training, I’ve rarely been one for formal analysis. But there’s something intriguing, there, as a connection. It’s not “imitation as sincerest form of flattery”: Chourot wasn’t copying Cusson. But it seemed like both were “drinking from the same spring,” so to speak.

In First Landing, this interpretation comes back to my mind.

See, not only does Chourot’s playing still have some Cussonisms, but I hear other voices connected to Cusson’s. Including that of Cusson’s former bandmate Alain Caron And even Uzeb itself, the almost mythical band which brought Caron and Cusson together.

For a while, in the 1980s, Uzeb dominated a large part of Quebec’s local Jazz market. At the time, other Jazz players were struggling to get some recognition. As they do now. To an extent, Uzeb was a unique phenomenon in Quebec’s musical history since, despite their diversity and the quality of their work, Quebec’s Jazz musicians haven’t become mainstream again. Which might be a good thing but bears some reflection. What was so special about Uzeb? Why did it disappear? Can’t other Jazz acts fill the space left by Uzeb, after all these years?

I don’t think it’s what Nicolas is trying to do. But if he were, First Landing would be the way to go at it. It doesn’t “have all the ingredients.” That wouldn’t work. But, at the risk of sounding like an old cub scout, it has “the Uzeb spirit.”

Which brings me to other things I hear. Other bands with distinct, if indirect, Uzebian connections.

One is Jazzorange, which was a significant part of Lausanne’s Jazz scene when I was living there.My good friend Vincent Jaton introduced to Jazzorange in 1994 and Uzeb’s alumni Caron and Cusson were definitely on my mind at the time.

Vincent, musician and producer extraordinaire, introduced me to a number of musicians and I owe him a huge debt for helping me along a path to musical (self-)discovery. Vincent’s own playing also shares a few things with what I hear in First Landing, but the connection with Jazzorange is more obvious, to me.

Another band I hear in connection to Chourot’s playing is Sixun. That French band, now 25 years old, is probably among the longest-lasting acts in this category of Jazz. Some Jazz ensembles are older (including one of my favourites, Oregon). But Sixun is a key example of what some people call “Jazz Fusion.”

Which is a term I avoided, as I mentioned diverse musicians. Not because I personally dislike the term. It’s as imprecise as any other term describing a “musical genre” (and as misleading as some of my pet peeves). But I’m not against its use, especially since there is a significant degree of agreement about several of the musicians I mention being classified (at least originally) as “Fusion.” Problem is, the term has also been associated with an attitude toward music which isn’t that conducive to thoughtful discussion. In some ways, “Fusion” is used for dismissal more than as a way to discuss musical similarities.

Still, there are musical features that I appreciate in a number of Jazz Fusion performances, some of which are found in some combination through the playing of several of the musicians I’m mentioning here.

Some things like the interactions between the bass and other instruments, some lyrical basslines, the fact that melodic lines may be doubled by the bass… Basically, much of it has to do with the bass. And, in Jazz, the bass is often key. As Darcey Leigh said to Dale Turner (Lonette McKee and Dexter Gordon’s characters in ‘Round Midnight):

You’re the one who taught me to listen to the bass instead of the drums

Actually, there might be a key point about the way yours truly listens to bass players. Even though I’m something of a “frustrated bassist” (but happy saxophonist), I probably have a limited understanding of bass playing. To me, there’s a large variety of styles of bass playing, of course, but several players seem to sound a bit like one another. It’s not really a full classification that I have in my mind but I can’t help but hear similarities between bass performers. Like clusters.

Sometimes, these links may go outside of the music domain, strictly speaking.  For instance, three of my favourite bassists are from Cameroon: Guy Langue, Richard Bona, and Étienne Mbappe. Not that I heard these musicians together: I noticed Mbappe as a member of ONJ in 1989, I first heard Bona as part of the Zawinul syndicate in 1997, and I’ve been playing with Langue for a number of years (mostly with Madou Diarra & Dakan). Further, as I’m discovering British/Nigerian bass player Michael Olatuja, I get to extend what I hear as the Cameroonian connection to parts of West African music that I know a bit more about. Of course, I might be imagining things. But my imagination goes in certain directions.

Something similar happens to me with “Fusion” players. Alain Caron is known for his fretless bass sound and virtuosic playing, but it’s not really about that, I don’t think. It’s something about the way the bass is embedded in the rest of the band, with something of a Jazz/Rock element but also more connected to lyricism, complex melodic lines, and relatively “clean” playing. The last one may relate, somehow, to the Fusion stereotype of coldness and machine-like precision. But my broad impression of what I might call “Fusion bass” actually involves quite a bit of warmth. And humanness.

Going back to Chourot and other “Jazz Fusion” acts I’ve been thinking about, it’s quite possible that Gilles Deslauriers (who plays bass on Chourot’s First Landing) is the one who reminds me of other Fusion acts. No idea if Bob Laredo (Jazzorange), Michel Alibo (Sixun), Alain Caron (Uzeb), and Gilles Deslauriers really all have something in common. But my own subjective assessment of bass playing connects them in a special way.

The most important point, to me, is that even if this connection is idiosyncratic, it still helps me enjoy First Landing.

Nicolas Chourot and his friends from that album (including Gilles Deslauriers) are playing at O Patro Výš, next Saturday (January 23, 2010).

Development and Quality: Reply to Agile Diary

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.

War of the Bugs: Playing with Life in the Brewery

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.

Speculating on Apple’s Touch Strategy

This is mere speculation on my part, based on some rumours.

I’m quite sure that Apple will come up with a video-enabled iPod touch on September 9, along with iTunes 9 (which should have a few new “social networking” features). This part is pretty clear from most rumour sites.

AppleInsider | Sources: Apple to unveil new iPod lineup on September 9.

Progressively, Apple will be adopting a new approach to marketing its touch devices. Away from the “poorperson’s iPhone” and into the “tiny but capable computer” domain. Because the 9/9 event is supposed to be about music, one might guess that there will be a cool new feature or two relating to music. Maybe lyrics display, karaoke mode, or whatever else. Something which will simultaneously be added to the iPhone but would remind people that the iPod touch is part of the iPod family. Apple has already been marketing the iPod touch as a gaming platform, so it’s not a radical shift. But I’d say the strategy is to make Apple’s touch devices increasingly more attractive, without cannibalizing sales in the MacBook family.

Now, I really don’t expect Apple to even announce the so-called “Tablet Mac” in September. I’m not even that convinced that the other devices Apple is preparing for expansion of its touch devices lineup will be that close to the “tablet” idea. But it seems rather clear, to me, that Apple should eventually come up with other devices in this category. Many rumours point to the same basic notion, that Apple is getting something together which will have a bigger touchscreen than the iPhone or iPod touch. But it’s hard to tell how this device will fit, in the grand scheme of things.

It’s rather obvious that it won’t be a rebirth of the eMate the same way that the iPod touch wasn’t a rebirth of the MessagePad. But it would make some sense for Apple to target some educational/learning markets, again, with an easy-to-use device. And I’m not just saying this because the rumoured “Tablet Mac” makes me think about the XOXO. Besides, the iPod touch is already being marketed to educational markets through the yearly “Back to school” program which (surprise!) ends on the day before the September press conference.

I’ve been using an iPod touch (1st Generation) for more than a year, now, and I’ve been loving almost every minute of it. Most of the time, I don’t feel the need for a laptop, though I occasionally wish I could buy a cheap one, just for some longer writing sessions in cafés. In fact, a friend recently posted information about some Dell Latitude D600 laptops going for a very low price. That’d be enough for me at this point. Really, my iPod touch suffices for a lot of things.

Sadly, my iPod touch seems to have died, recently, after catching some moisture. If I can’t revive it and if the 2nd Generation iPod touch I bought through Kijiji never materializes, I might end up buying a 3rd Generation iPod touch on September 9, right before I start teaching again. If I can get my hands on a working iPod touch at a good price before that, I may save the money in preparation for an early 2010 release of a new touch device from Apple.

Not that I’m not looking at alternatives. But I’d rather use a device which shares enough with the iPod touch that I could migrate easily, synchronize with iTunes, and keep what I got from the App Store.

There’s a number of things I’d like to get from a new touch device. First among them is a better text entry/input method. Some of the others could be third-party apps and services. For instance, a full-featured sharing app. Or true podcast synchronization with media annotation support (à la Revver or Soundcloud). Or an elaborate, fully-integrated logbook with timestamps, Twitter support, and outlining. Or even a high-quality reference/bibliography manager (think RefWorks/Zotero/Endnote). But getting text into such a device without a hardware keyboard is the main challenge. I keep thinking about all sorts of methods, including MessagEase and Dasher as well as continuous speech recognition (dictation). Apple’s surely thinking about those issues. After all, they have some handwriting recognition systems that they aren’t really putting to any significant use.

Something else which would be quite useful is support for videoconferencing. Before the iPhone came out, I thought Apple may be coming out with iChat Mobile. Though a friend announced the iPhone to me by making reference to this, the position of the camera at the back of the device and the fact that the original iPhone’s camera only supported still pictures (with the official firmware) made this dream die out, for me. But a “Tablet Mac” with an iSight-like camera and some form of iChat would make a lot of sense, as a communication device. Especially since iChat already supports such things as screen-sharing and slides. Besides, if Apple does indeed move in the direction of some social networking features, a touch device with an expanded Address Book could take a whole new dimension through just a few small tweaks.

This last part I’m not so optimistic about. Apple may know that social networking is important, at this point in the game, but it seems to approach it with about the same heart as it approached online services with eWorld, .Mac, and MobileMe. Of course, they have the tools needed to make online services work in a “social networking” context. But it’s possible that their vision is clouded by their corporate culture and some remnants of the NIH problem.

Ah, well…

Beer Eye for the Coffee Guy (or Gal)

Judged twelve (12) espresso drinks as part of the Eastern Regional Canadian Barista Championship (UStream).

[Never watched Queer Eye. Thought the title would make sense, given both the “taste” and even gender dimensions.]

Had quite a bit of fun.

The experience was quite similar to the one I had last year. There were fewer competitors, this year. But I also think that there were more people in the audience, at least in the morning. One possible reason is that ads about the competition were much more visible this year than last (based on my own experience and on several comments made during the day). Also, I noticed a stronger sense of collegiality among competitors, as several of them have been different things together in the past year.

More specifically, people from Ottawa’s Bridgehead and people from Montreal’s Café Myriade have developed something which, at least from the outside, look like comradery. At the Canadian National Barista Championship, last year, Myriade’s Anthony Benda won the “congeniality” prize. This year, Benda got first place in the ERCBC. Second place went to Bridgehead’s Cliff Hansen, and third place went to Myriade’s Alex Scott.

Bill Herne served as head judge for most of the event. He made it a very pleasant experience for me personally and, I hope, for other judges. His insight on the championship is especially valuable given the fact that he can maintain a certain distance from the specifics.

The event was organized in part by Vida Radovanovic, founder of the Canadian Coffee & Tea Show. Though she’s quick to point to differences between Toronto and Montreal, in terms of these regional competitions, she also seemed pleased with several aspects of this year’s ERCBC.

To me, the championship was mostly an opportunity for thinking and talking about the coffee world.

Met and interacted with diverse people during the day. Some of them were already part of my circle of coffee-loving friends and acquaintances. Some who came to me to talk about coffee after noticing some sign of my connection to the championship. The fact that I was introduced to the audience as a blogger and homeroaster seems to have been relatively significant. And there were several people who were second-degree contacts in my coffee-related social network, making for easy introductions.

A tiny part of the day’s interactions was captured in interviews for CBC Montreal’s Daybreak (unfortunately, the recording is in RealAudio format).

“Coffee as a social phenomenon” was at the centre of several of my own interactions with diverse people. Clearly, some of it has to do with my own interests, especially with “Montreal’s coffee renaissance.” But there were also a clear interest in such things as the marketshare of quality coffee, the expansion of some coffee scenes, and the notion of building a sense of community through coffee. That last part is what motivated me to write this post.

After the event, a member of my coffee-centric social network has started a discussion about community-building in the coffee world and I found myself dumping diverse ideas on him. Several of my ideas have to do with my experience with craft beer in North America. In a way, I’ve been doing informal ethnography of craft beer. Beer has become an area of expertise, for me, and I’d like to pursue more formal projects on it. So beer is on my mind when I think about coffee. And vice-versa. I was probably a coffee geek before I started homebrewing beer but I started brewing beer at home before I took my coffee-related activities to new levels.

So, in my reply on a coffee community, I was mostly thinking about beer-related communities.

Comparing coffee and beer is nothing new, for me. In fact, a colleague has blogged about some of my comments, both formal and informal, about some of those connections.

Differences between beer and coffee are significant. Some may appear trivial but they can all have some impact on the way we talk about cultural and social phenomena surrounding these beverages.

• Coffee contains caffeine, beer contains alcohol. (Non-alcoholic beers, decaf coffee, and beer with coffee are interesting but they don’t dominate.) Yes: “duh.” But the difference is significant. Alcohol and caffeine not only have different effects but they fit in different parts of our lives.
• Coffee is often part of a morning ritual,  frequently perceived as part of preparation for work. Beer is often perceived as a signal for leisure time, once you can “wind down.” Of course, there are people (including yours truly) who drink coffee at night and people (especially in Europe) who drink alcohol during a workday. But the differences in the “schedules” for beer and coffee have important consequences on the ways these drinks are integrated in social life.
• Coffee tends to be much less expensive than beer. Someone’s coffee expenses may easily be much higher than her or his “beer budget,” but the cost of a single serving of coffee is usually significantly lower than a single serving of beer.
• While it’s possible to drink a few coffees in a row, people usually don’t drink more than two coffees in a single sitting. With beer, it’s not rare that people would drink quite a few pints in the same night. The UK concept of a “session beer” goes well with this fact.
• Brewing coffee takes a few minutes, brewing beer takes a while (hours for the brewing process, days or even weeks for fermentation).
• At a “bar,” coffee is usually brewed in front of those who will drink it while beer has been prepared in advance.
• Brewing coffee at home has been mainstream for quite a while. Beer homebrewing is considered a hobby.
• Historically, coffee is a recent phenomenon. Beer is among the most ancient human-made beverages in the world.

Despite these significant differences, coffee and beer also have a lot in common. The fact that the term “brew” is used for beer and coffee (along with tea) may be a coincidence, but there are remarkable similarities between the extraction of diverse compounds from grain and from coffee beans. In terms of process, I would argue that beer and coffee are more similar than are, say, coffee and tea or beer and wine.

But the most important similarity, in my mind, is social: beer and coffee are, indeed, central to some communities. So are other drinks, but I’m more involved in groups having to do with coffee or beer than in those having to do with other beverages.

One way to put it, at least in my mind, is that coffee and beer are both connected to revolutions.

Coffee is community-oriented from the very start as coffee beans often come from farming communities and cooperatives. The notion, then, is that there are local communities which derive a significant portion of their income from the global and very unequal coffee trade. Community-oriented people often find coffee-growing to be a useful focus of attention and given the place of coffee in the global economy, it’s unsurprising to see a lot of interest in the concept (if not the detailed principles) of “fair trade” in relation to coffee. For several reasons (including the fact that they’re often produced in what Wallerstein would call “core” countries), the main ingredients in beer (malted barley and hops) don’t bring to mind the same conception of local communities. Still, coffee and beer are important to some local agricultural communities.

For several reasons, I’m much more directly involved with communities which have to do with the creation and consumption of beverages made with coffee beans or with grain.

In my private reply about building a community around coffee, I was mostly thinking about what can be done to bring attention to those who actually drink coffee. Thinking about the role of enthusiasts is an efficient way to think about the craft beer revolution and about geeks in general. After all, would the computer world be the same without the “homebrew computer club?”

My impression is that when coffee professionals think about community, they mostly think about creating better relationships within the coffee business. It may sound like a criticism, but it has more to do with the notion that the trade of coffee has been quite competitive. Building a community could be a very significant change. In a way, that might be a basis for the notion of a “Third Wave” in coffee.

So, using my beer homebrewer’s perspective: what about a community of coffee enthusiasts? Wouldn’t that help?

And I don’t mean “a website devoted to coffee enthusiasts.” There’s a lot of that, already. A lot of people on the Coffee Geek Forums are outsiders to the coffee industry and Home Barista is specifically geared toward the home enthusiasts’ market.

I’m really thinking about fostering a sense of community. In the beer world, this frequently happens in brewclubs or through the Beer Judge Certification Program, which is much stricter than barista championships. Could the same concepts apply to the coffee world? Probably not. But there may still be “lessons to be learnt” from the beer world.

In terms of craft beer in North America, there’s a consensus around the role of beer enthusiasts. A very significant number of craft brewers were homebrewers before “going pro.” One of the main reasons craft beer has become so important is because people wanted to drink it. Craft breweries often do rather well with very small advertising budgets because they attract something akin to cult followings. The practise of writing elaborate comments and reviews has had a significant impact on a good number of craft breweries. And some of the most creative things which happen in beer these days come from informal experiments carried out by homebrewers.

As funny as it may sound (or look), people get beer-related jobs because they really like beer.

The same happens with coffee. On occasion. An enthusiastic coffee lover will either start working at a café or, somewhat more likely, will “drop everything” and open her/his own café out of a passion for coffee. I know several people like this and I know the story is quite telling for many people. But it’s not the dominant narrative in the coffee world where “rags to riches” stories have less to do with a passion for coffee than with business acumen. Things may be changing, though, as coffee becomes more… passion-driven.

To be clear: I’m not saying that serious beer enthusiasts make the bulk of the market for craft beer or that coffee shop owners should cater to the most sophisticated coffee geeks out there. Beer and coffee are both too cheap to warrant this kind of a business strategy. But there’s a lot to be said about involving enthusiasts in the community.

For one thing, coffee and beer can both get viral rather quickly. Because most people in North America can afford beer or coffee, it’s often easy to convince a friend to grab a cup or pint. Coffee enthusiasts who bring friends to a café do more than sell a cup. They help build up a place. And because some people are into the habit of regularly going to the same bar or coffee shop, the effects can be lasting.

Beer enthusiasts often complain about the inadequate beer selection at bars and restaurants. To this day, there are places where I end up not drinking anything besides water after hearing what the beerlist contains. In the coffee world, it seems that the main target these days is the restaurant business. The current state of affairs with coffee at restaurants is often discussed with heavy sighs of disappointment. What I”ve heard from several people in the coffee business is that, too frequently,  restaurant owners give so little attention to coffee that they end up destroying the dining experience of anyone who orders coffee after a meal. Even in my own case, I’ve had enough bad experiences with restaurant coffee (including, or even especially, at higher-end places) that I’m usually reluctant to have coffee at a restaurant. It seems quite absurd, as a quality experience with coffee at the end of a meal can do a lot to a restaurant’s bottom line. But I can’t say that it’s my main concern because I end up having coffee elsewhere, anyway. While restaurants can be the object of a community’s attention and there’s a lot to be said about what restaurants do to a region or neighbourhood, the community dimensions of coffee have less to do with what is sold where than with what people do around coffee.

Which brings me to the issue of education. It’s clearly a focus in the coffee world. In fact, most coffee-related events have some “training” dimension. But this type of education isn’t community-oriented. It’s a service-based approach, such as the one which is increasingly common in academic institutions. While I dislike customer-based learning in universities, I do understand the need for training services in the coffee world. What I perceive insight from the beer world can do is complement these training services instead of replacing them.

An impressive set of learning experiences can be seen among homebrewers. From the most practical of “hands-on training” to some very conceptual/theoretical knowledge exchanges. And much of the learning which occurs is informal, seamless, “organic.” It’s possible to get very solid courses in beer and brewing, but the way most people learn is casual and free. Because homebrewers are organized in relatively tight groups and because the sense of community among homebrewers is also a matter of solidarity.  Or, more simply, because “it’s just a hobby anyway.”

The “education” theme also has to do with “educating the public” into getting more sophisticated about what to order. This does happen in the beer world, but can only be pulled off when people are already interested in knowing more about beer. In relation with the coffee industry, it sometimes seems that “coffee education” is imposed on people from the top-down. And it’s sometimes quite arbitrary. Again, room for the coffee business to read the Cluetrain Manifesto and to learn from communities.

And speaking of Starbucks… One draft blogpost which has been nagging me is about the perception that, somehow, Starbucks has had a positive impact in terms of coffee quality. One important point is that Starbucks took the place of an actual coffee community. Even if it can be proven that coffee quality wouldn’t have been improved in North America if it hadn’t been for Starbucks (a tall order, if you ask me), the issue remains that Starbucks has only paid attention to the real estate dimension of the concept of community. The mermaid corporation has also not doing so well, recently, so we may finally get beyond the financial success story and get into the nitty-gritty of what makes people connect through coffee. The world needs more from coffee than chains selling coffee-flavoured milk.

One notion I wanted to write about is the importance of “national” traditions in both coffee and beer in relation to what is happening in North America, these days. Part of the situation is enough to make me very enthusiastic to be in North America, since it’s increasingly possible to not only get quality beer and coffee but there are many opportunities for brewing coffee and beer in new ways. But that’ll have to wait for another post.

In Western Europe at least, coffee is often associated with the home. The smell of coffee has often been described in novels and it can run deep in social life. There’s no reason homemade coffee can’t be the basis for a sense of community in North America.

Now, if people in the coffee industry would wake up and… think about actual human beings, for a change…

Sharing Tool Wishlist

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

Relevant Blogposts

• iPhone Wishlist
• Flock as Blog Editor
• Blogging Tools
• TIU: Spurl
• How Can Google Beat Facebook?

Social Networks and Microblogging

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

[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.

Privilege: Library Edition

When I came out against privilege, over a month ago, I wasn’t thinking about libraries. But, last week, while running some errands at three local libraries (within an hour), I got to think about library privileges.

During that day, I first started thinking about library privileges because I was renewing my CREPUQ card at Concordia. With that card, graduate students and faculty members at a university in Quebec are able to get library privileges at other universities, a nice “perk” that we have. While renewing my card, I was told (or, more probably, reminded) that the card now gives me borrowing privileges at any university library in Canada through CURBA (Canadian University Reciprocal Borrowing Agreement).

My gut reaction: “Aw-sum!” (I was having a fun day).

It got me thinking about what it means to be an academic in Canada. Because I’ve also spent part of my still short academic career in the United States, I tend to compare the Canadian academe to US academic contexts. And while there are some impressive academic consortia in the US, I don’t think that any of them may offer as wide a set of library privileges as this one. If my count is accurate, there are 77 institutions involved in CURBA. University systems and consortia in the US typically include somewhere between ten and thirty institutions, usually within the same state or region. Even if members of both the “UC System” and “CalState” have similar borrowing privileges, it would only mean 33 institutions, less than half of CURBA (though the population of California is about 20% more than that of Canada as a whole). Some important university consortia through which I’ve had some privileges were the CIC (Committee on Institutional Cooperation), a group of twelve Midwestern universities, and the BLC (Boston Library Consortium), a group of twenty university in New England. Even with full borrowing privileges in all three groups of university libraries, an academic would only have access to library material from 65 institutions.

Of course, the number of institutions isn’t that relevant if the libraries themselves have few books. But my guess is that the average size of a Canadian university’s library collection is quite comparable to its US equivalents, including in such well-endowed institutions as those in the aforementioned consortia and university systems. What’s more, I would guess that there might be a broader range of references across Canadian universities than in any region of the US. Not to mention that BANQ (Quebec’s national library and archives) are part of CURBA and that their collections overlap very little with a typical university library.

So, I was thinking about access to an extremely wide range of references given to graduate students and faculty members throughout Canada. We get this very nice perk, this impressive privilege, and we pretty much take it for granted.

Which eventually got me to think about my problem with privilege. Privilege implies a type of hierarchy with which I tend to be uneasy. Even (or especially) when I benefit from a top position. “That’s all great for us but what about other people?”

In this case, there are obvious “Others” like undergraduate students at Canadian institutions,  Canadian non-academics, and scholars at non-Canadian institutions. These are very disparate groups but they are all denied something.

Canadian undergrads are the most direct “victims”: they participate in Canada’s academe, like graduate students and faculty members, yet their access to resources is severely limited by comparison to those of us with CURBA privileges. Something about this strikes me as rather unfair. Don’t undegrads need access as much as we do? Is there really such a wide gap between someone working on an honour’s thesis at the end of a bachelor’s degree and someone starting work on a master’s thesis that the latter requires much wider access than the former? Of course, the main rationale behind this discrepancy in access to library material probably has to do with sheer numbers: there are many undergraduate students “fighting for the same resources” and there are relatively few graduate students and faculty members who need access to the same resources. Or something like that. It makes sense but it’s still a point of tension, as any matter of privilege.

The second set of “victims” includes Canadians who happen to not be affiliated directly with an academic institution. While it may seem that their need for academic resources are more limited than those of students, many people in this category have a more unquenchable “thirst for knowledge” than many an academic. In fact, there are people in this category who could probably do a lot of academically-relevant work “if only they had access.” I mostly mean people who have an academic background of some sort but who are currently unaffiliated with formal institutions. But the “broader public” counts, especially when a specific topic becomes relevant to them. These are people who take advantage of public libraries but, as mentioned in the BANQ case, public and university libraries don’t tend to overlap much. For instance, it’s quite unlikely that someone without academic library privileges would have been able to borrow Visual Information Processing (Chase, William 1973), a proceedings book that I used as a source for a recent blogpost on expertise. Of course, “the public” is usually allowed to browse books in most university libraries in North America (apart from Harvard). But, depending on other practical factors, borrowing books can be much more efficient than browsing them in a library. I tend to hear from diverse people who would enjoy some kind of academic status for this very reason: library privileges matter.

A third category of “victims” of CURBA privileges are non-Canadian academics. Since most of them may only contribute indirectly to Canadian society, why should they have access to Canadian resources? As any social context, the national academe defines insiders and outsiders. While academics are typically inclusive, this type of restriction seems to make sense. Yet many academics outside of Canada could benefit from access to resources broadly available to Canadian academics. In some cases, there are special agreements to allow outside scholars to get temporary access to local, regional, or national resources. Rather frequently, these agreements come with special funding, the outside academic being a special visitor, sometimes with even better access than some local academics.  I have very limited knowledge of these agreements (apart from infrequent discussions with colleagues who benefitted from them) but my sense is that they are costly, cumbersome, and restrictive. Access to local resources is even more exclusive a privilege in this case than in the CURBA case.

Which brings me to my main point about the issue: we all need open access.

When I originally thought about how impressive CURBA privileges were, I was thinking through the logic of the physical library. In a physical library, resources are scarce, access to resources need to be controlled, and library privileges have a high value. In fact, it costs an impressive amount of money to run a physical library. The money universities invest in their libraries is relatively “inelastic” and must figure quite prominently in their budgets. The “return” on that investment seems to me a bit hard to measure: is it a competitive advantage, does a better-endowed library make a university more cost-effective, do university libraries ever “recoup” any portion of the amounts spent?

Contrast all of this with a “virtual” library. My guess is that an online collection of texts costs less to maintain than a physical library by any possible measure. Because digital data may be copied at will, the notion of “scarcity” makes little sense online. Distributing millions of copies of a digital text doesn’t make the original text unavailable to anyone. As long as the distribution system is designed properly, the “transaction costs” in distributing a text of any length are probably much less than those associated with borrowing a book.  And the differences between “browsing” and “borrowing,” which do appear significant with physical books, seem irrelevant with digital texts.

These are all well-known points about online distribution. And they all seem to lead to the same conclusion: “information wants to be free.” Not “free as in beer.” Maybe not even “free as in speech.” But “free as in unchained.”

Open access to academic resources is still a hot topic. Though I do consider myself an advocate of “OA” (the “Open Access movement”), what I mean here isn’t so much about OA as opposed to TA (“toll-access”) in the case of academic journals. Physical copies of periodicals may usually not be borrowed, regardless of library privileges, and online resources are typically excluded from borrowing agreements between institutions. The connection between OA and my perspective on library privileges is that I think the same solution could solve both issues.

I’ve been thinking about a “global library” for a while. Like others, the Library of Alexandria serves as a model but texts would be online. It sounds utopian but my main notion, there, is that “library privileges” would be granted to anyone. Not only senior scholars at accredited academic institutions. Anyone. Of course, the burden of maintaining that global library would also be shared by anyone.

There are many related models, apart from the Library of Alexandria: French «Encyclopédistes» through the Englightenment, public libraries, national libraries (including the Library of Congress), Tim Berners-Lee’s original “World Wide Web” concept, Brewster Kahle’s Internet Archive, Google Books, etc. Though these models differ, they all point to the same basic idea: a “universal” collection with the potential for “universal” access. In historical perspective, this core notion of a “universal library” seems relatively stable.

Of course, there are many obstacles to a “global” or “universal” library. Including issues having to do with conflicts between social groups across the Globe or the current state of so-called “intellectual property.” These are all very tricky and I don’t think they can be solved in any number of blogposts. The main thing I’ve been thinking about, in this case, is the implications of a global library in terms of privileges.

Come to think of it, it’s possible that much of the resistance to a global library have to do with privilege: unlike me, some people enjoy privilege.

Answers on Expertise

As a follow-up on my previous post…

Quest for Expertise « Disparate.

(I was looking for the origin of the “10 years or 10,000 hours to be an expert” claim.)

Interestingly enough, that post is getting a bit of blog attention.

• OLDaily ~ by Stephen Downes.
• Quest for Expertise – elearnspace.

I’m so grateful about this attention that it made me tweet the following:

Trackbacks, pings, and blog comments are blogger gifts.

I also posted a question about this on Mahalo Answers (after the first comment, by Alejna, appeared on my blog, but before other comments and trackbacks appeared). I selected glaspell’s answer as the best answer
(glaspell also commented on my blog entry).

At this point, my impression is that what is taken as a “rule” on expertise is a simplification of results from a larger body of research with an emphasis on work by K. Anders Ericsson but with little attention paid to primary sources.
The whole process is quite satisfying, to me. Not just because we might all gain a better understanding of how this “claim” became so generalized, but because the process as a whole shows both powers and limitations of the Internet. I tend to claim (publicly) that the ‘Net favours critical thinking (because we eventually all claims with grains of salt). But it also seems that, even with well-known research done in English, it can be rather difficult to follow all the connections across the literature. If you think about more obscure work in non-dominant languages, it’s easy to realize that Google’s dream of organizing the world’s information isn’t yet true.

By the by, I do realize that my quest was based on a somewhat arbitrary assumption: that this “rule of thumb” is now understood as a solid rule. But what I’ve noticed in popular media since 2006 leads me to believe that the claim is indeed taken as a hard and fast rule.

I’m not blaming anyone, in this case. I don’t think that anyone’s involvement in the “chain of transmission” was voluntarily misleading and I don’t even think that it was that essential. As with many other ideas, what “sticks” is what seems to make sense in context. Actually, this strong tendency for “convenient” ideas to be more widely believed relates to a set of tricky issues with which academics have to deal, on a daily basis. Sagan’s well-known “baloney detector” is useful, here. But it’s also in not so wide use.

One thing which should also be clear: I’m not saying that Ericsson and other researchers have done anything shoddy or inappropriate. Their work is being used outside of its original context, which is often an issue.

Mass media coverage of academic research was the basis of series of entries on the original Language Log, including one of my favourite blogposts, Mark Liberman’s Language Log: Raising standards — by lowering them. The main point, I think, is that secluded academics in the Ivory Tower do little to alleviate this problem.

But I digress.
And I should probably reply to the other comments on the entry itself.

Quest for Expertise

Will at Work Learning: People remember 10%, 20%…Oh Really?.

This post was mentioned on the mailing-list for the Society for Teaching and Learning in Higher Education (STLHE-L).

In that post, Will Thalheimer traces back a well-known claim about learning to shoddy citations. While it doesn’t invalidate the base claim (that people tend to retain more information through certain cognitive processes), Thalheimer does a good job of showing how a graph which has frequently been seen in educational fields was based on faulty interpretation of work by prominent scholars, mixed with some results from other sources.

Quite interesting. IMHO, demystification and critical thinking are among the most important things we can do in academia. In fact, through training in folkloristics, I have become quite accustomed to this specific type of debunking.

I have in mind a somewhat similar claim that I’m currently trying to trace. Preliminary searches seem to imply that citations of original statements have a similar hyperbolic effect on the status of this claim.

The claim is what a type of “rule of thumb” in cognitive science. A generic version could be stated in the following way:

It takes ten years or 10,000 hours to become an expert in any field.

The claim is a rather famous one from cognitive science. I’ve heard it uttered by colleagues with a background in cognitive science. In 2006, I first heard about such a claim from Philip E. Ross, on an episode of Scientific American‘s Science Talk podcast to discuss his article on expertise. I later read a similar claim in Daniel Levitin’s 2006 This Is Your Brain On Music. The clearest statement I could find back in Levitin’s book is the following (p. 193):

The emerging picture from such studies is that ten thousand hours of practice is required to achieve the level of mastery associated with being a world-class expert – in anything.

More recently, during a keynote speech he was giving as part of his latest book tour, I heard a similar claim from presenter extraordinaire Malcolm Gladwell. AFAICT, this claim runs at the centre of Gladwell’s recent book: Outliers: The Story of Success. In fact, it seems that Gladwell uses the same quote from Levitin, on page 40 of Outliers (I just found that out).

I would like to pinpoint the origin for the claim. Contrary to Thalheimer’s debunking, I don’t expect that my search will show that the claim is inaccurate. But I do suspect that the “rule of thumb” versions may be a bit misled. I already notice that most people who set up such claims are doing so without direct reference to the primary literature. This latter comment isn’t damning: in informal contexts, constant referal to primary sources can be extremely cumbersome. But it could still be useful to clear up the issue. Who made this original claim?

I’ve tried a few things already but it’s not working so well. I’m collecting a lot of references, to both online and printed material. Apart from Levitin’s book and a few online comments, I haven’t yet read the material. Eventually, I’d probably like to find a good reference on the cognitive basis for expertise which puts this “rule of thumb” in context and provides more elaborate data on different things which can be done during that extensive “time on task” (including possible skill transfer).

But I should proceed somewhat methodically. This blogpost is but a preliminary step in this process.

Since Philip E. Ross is the first person on record I heard talk about this claim, a logical first step for me is to look through this SciAm article. Doing some text searches on the printable version of his piece, I find a few interesting things including the following (on page 4 of the standard version):

Simon coined a psychological law of his own, the 10-year rule, which states that it takes approximately a decade of heavy labor to master any field.

Apart from the ten thousand (10,000) hours part of the claim, this is about as clear a statement as I’m looking for. The “Simon” in question is Herbert A. Simon, who did research on chess at the Department of Psychology at Carnegie-Mellon University with colleague William G. Chase.  So I dig for diverse combinations of “Herbert Simon,” “ten(10)-year rule,” “William Chase,” “expert(ise),” and/or “chess.” I eventually find two primary texts by those two authors, both from 1973: (Chase and Simon, 1973a) and (Chase and Simon, 1973b).

The first (1973a) is an article from Cognitive Psychology 4(1): 55-81, available for download on ScienceDirect (toll access). Through text searches for obvious words like “hour*,” “year*,” “time,” or even “ten,” it seems that this article doesn’t include any specific statement about the amount of time required to become an expert. The quote which appears to be the most relevant is the following:

Behind this perceptual analysis, as with all skills (cf., Fitts & Posner, 1967), lies an extensive cognitive apparatus amassed through years of constant practice.

While it does relate to the notion that there’s a cognitive basis to practise, the statement is generic enough to be far from the “rule of thumb.”

The second Chase and Simon reference (1973b) is a chapter entitled “The Mind’s Eye in Chess” (pp. 215-281) in the proceedings of the Eighth Carnegie Symposium on Cognition as edited by William Chase and published by Academic Press under the title Visual Information Processing. I borrowed a copy of those proceedings from Concordia and have been scanning that chapter visually for some statements about the “time on task.” Though that symposium occurred in 1972 (before the first Chase and Simon reference was published), the proceedings were apparently published after the issue of Cognitive Psychology since the authors mention that article for background information.

I do find some interesting quotes, but nothing that specific:

By a rough estimate, the amount of time each player has spent playing chess, studying chess, and otherwise staring at chess positions is perhaps 10,000 to 50,000 hours for the Master; 1,000 to 5,000 hours for the Class A player; and less than 100 horus for the beginner. (Chase and Simon 1973b: 219)

or:

The organization of the Master’s elaborate repertoire of information takes thousands of hours to build up, and the same is true of any skilled task (e.g., football, music). That is why practice is the major independent variable in the acquisition of skill. (Chase and Simon 1973b: 279, emphasis in the original, last sentences in the text)

Maybe I haven’t scanned these texts properly but those quotes I find seem to imply that Simon hadn’t really devised his “10-year rule” in a clear, numeric version.

I could probably dig for more Herbert Simon wisdom. Before looking (however cursorily) at those 1973 texts, I was using Herbert Simon as a key figure in the origin of that “rule of thumb.” To back up those statements, I should probably dig deeper in the Herbert Simon archives. But that might require more work than is necessary and it might be useful to dig through other sources.

In my personal case, the other main written source for this “rule of thumb” is Dan Levitin. So, using online versions of his book, I look for comments about expertise. (I do own a copy of the book and I’m assuming the Index contains page numbers for references on expertise. But online searches are more efficient and possibly more thorough on specific keywords.) That’s how I found the statement, quoted above. I’m sure it’s the one which was sticking in my head and, as I found out tonight, it’s the one Gladwell used in his first statement on expertise in Outliers.

So, where did Levitin get this? I could possibly ask him (we’ve been in touch and he happens to be local) but looking for those references might require work on his part. A preliminary step would be to look through Levitin’s published references for Your Brain On Music.

Though Levitin is a McGill professor, Your Brain On Music doesn’t follow the typical practise in English-speaking academia of ladling copious citations onto any claim, even the most truistic statements. Nothing strange in this difference in citation practise.  After all, as Levitin explains in his Bibliographic Notes:

This book was written for the non-specialist and not for my colleagues, and so I have tried to simplify topics without oversimplifying them.

In this context, academic-style citation-fests would make the book too heavy. Levitin does, however, provide those “Bibliographic Notes” at the end of his book and on the website for the same book. In the Bibliographic Notes of that site, Levitin adds a statement I find quite interesting in my quest for “sources of claims”:

Because I wrote this book for the general reader, I want to emphasize that there are no new ideas presented in this book, no ideas that have not already been presented in scientific and scholarly journals as listed below.

So, it sounds like going through those references is a good strategy to locate at least solid references on that specific “10,000 hour” claim. Among relevant references on the cognitive basis of expertise (in Chapter 7), I notice the following texts which might include specific statements about the “time on task” to become an expert. (An advantage of the Web version of these bibliographic notes is that Levitin provides some comments on most references; I put Levitin’s comments in parentheses.)

• Chi, Michelene T.H., Robert Glaser, and Marshall J. Farr, eds. 1988. The Nature of Expertise. Hillsdale, New Jersey: Lawrence Erlbaum Associates. (Psychological studies of expertise, including chess players)
• Ericsson, K. A., and J. Smith, eds. 1991. Toward a General Theory of Expertise: prospects and limits. New York: Cambridge University Press. (Psychological studies of expertise, including chess players)
• Hayes, J. R. 1985. Three problems in teaching general skills. In Thinking and Learning Skills: Research and Open Questions, edited by S. F. Chipman, J. W. Segal and R. Glaser. Hillsdale, NJ: Erlbaum. (Source for the study of Mozart’s early works not being highly regarded, and refutation that Mozart didn’t need 10,000 hours like everyone else to become an expert.)
• Howe, M. J. A., J. W. Davidson, and J. A. Sloboda. 1998. Innate talents: Reality or myth? Behavioral & Brain Sciences 21 (3):399-442. (One of my favorite articles, although I don’t agree with everything in it; an overview of the “talent is a myth” viewpoint.)
• Sloboda, J. A. 1991. Musical expertise. In Toward a general theory of expertise, edited by K. A. Ericcson (sic) and J. Smith. New York: Cambridge University Press. (Overview of issues and findings in musical expertise literature)

I have yet to read any of those references. I did borrow Ericsson and Smith when I first heard about Levitin’s approach to talent and expertise (probably through a radio and/or podcast appearance). But I had put the issue of expertise on the back-burner. It was always at the back of my mind and I did blog about it, back then. But it took Gladwell’s talk to wake me up. What’s funny, though, is that the “time on task” statements in (Ericsson and Smith,  1991) seem to lead back to (Chase and Simon, 1973b).

At this point, I get the impression that the “it takes a decade and/or 10,000 hours to become an expert”:

• was originally proposed as a vague hypothesis a while ago (the year 1899 comes up);
• became an object of some consideration by cognitive psychologists at the end of the 1960s;
• became more widely accepted in the 1970s;
• was tested by Benjamin Bloom and others in the 1980s;
• was precised by Ericsson and others in the late 1980s;
• gained general popularity in the mid-2000s;
• is being further popularized by Malcolm Gladwell in late 2008.

Of course, I’ll have to do a fair bit of digging and reading to verify any of this, but it sounds like the broad timeline makes some sense. One thing, though, is that it doesn’t really seem that anybody had the intention of spelling it out as a “rule” or “law” in such a format as is being carried around. If I’m wrong, I’m especially surprised that a clear formulation isn’t easier to find.

As an aside, of sorts… Some people seem to associate the claim with Gladwell, at this point. Not very surprsing, given the popularity of his books, the effectiveness of his public presentations, the current context of his book tour, and the reluctance of the general public to dig any deeper than the latest source.

The problem, though, is that it doesn’t seem that Gladwell himself has done anything to “set the record straight.” He does quote Levitin in Outliers, but I heard him reply to questions and comments as if the research behind the “ten years or ten thousand hours” claim had some association with him. From a popular author like Gladwell, it’s not that awkward. But these situations are perfect opportunities for popularizers like Gladwell to get a broader public interested in academia. As Gladwell allegedly cares about “educational success” (as measured on a linear scale), I would have expected more transparency.

Ah, well…

So, I have some work to do on all of this. It will have to wait but this placeholder might be helpful. In fact, I’ll use it to collect some links.

Technorati Tags: Daniel Levitin, Malcolm Gladwell, Herbert Simon, William Chase, Carnegie-Mellon, Carnegie Symposium on Cognition, cognitive sciences, expertise, expert, experience, time on task, ten thousand hours, ten year rule, chess, music, This Is Your Brain On Music, Outliers: The Story of Success, educational success, Philip Ross, The Expert Mind, The Mind’s Eye in Chess, Perception in Chess, Will Thalheimer, STLHE, STLHE-L, demystification, debunking, critical thinking, folkloristics, rule of thumb, Science Talk, Scientific American, Visual Information Processing, peer-reviewed, primary source, Benjamin Bloom, citations, Cognitive Psychology, citation practises, talent, effort, estimates, accuracy, McGill University, K. Anders Ericsson, John Hayes, Ericsson and Smith, Jacqui Smith, chess players, decade, practise, practice, rehearsal, experimentation, timeline, academic contexts, linear scales

 

Some relevant blogposts of mine on talent, expertise, effort, and Levitin.

• Money and (Musical) Talent? « Disparate.
• Play Behaviour and Performance « Disparate.
• Effort vs. Talent « Disparate.
• Late August Quickies « Disparate.
• Performance, Expertise, Ingenuity « Disparate.

And a whole bunch of weblinks to help me in my future searches (I have yet to really delve in any of this).

• 10-year rule for exceptional performance « Diverse Thoughts.
• 10-Year Rule To Become A Expert.
• 20071117172260.THE 10 YEAR RULE.pdf (Objet application/pdf).
• Amazon Online Reader : Developing Talent in Young People.
• Amazon.com: Developing Talent in Young People: Benjamin Dr Bloom: Books.
• Amazon.com: Outliers: The Story of Success: Malcolm Gladwell: Books.
• Amazon.com: This Is Your Brain on Music: The Science of a Human Obsession: Daniel J. Levitin: Books.
• Anecdote: 10,000 hours to mastery.
• Computer Science – Teach Yourself Programming In Ten Years | DreamInCode.net.
• Expert – Wikipedia, the free encyclopedia.
• expert thinking — Britannica Online Encyclopedia.
• Expertise.
• GranneBlog » It takes 10 years to develop expertise.
• How Long Does it Take to Become an Expert? (Philosophistry).
• How to Grow a Super-Athlete – New York Times.
• Malcolm Gladwell’s ‘Outliers’: well-written, thinly argued.
• Noise Between Stations » Feedback Leads to Expert Performance.
• Noise Between Stations » Want to Be An Expert? Practice for Ten Years.
• Practice makes perfect: Why it takes 10,000 hours to be a success at anything, according to a top academic | Mail Online.
• Shikow: 10,000 hours = Magic Number to be an Expert at Anything.
• Teach Yourself Programming in Ten Years – 程序设计 – A Better Day.
• Teach Yourself Programming in Ten Years.
• The Cambridge Handbook of Expertise … – Google Book Search.
• The Expert Mind and the Interplanetary Bicycle Ride: Scientific American Podcast.
• The Scientific Curmudgeon » Blog Archive » “The Expert Mind” and Nature/Nurture.
• The secret of your success? 10,000 hours | News.
• thought :: Expert thinking and novice thinking — Britannica Online Encyclopedia.
• Washington Times – BOOKS: It all boils down to practice.
• Xona.com – Developing Talent in Young People (Benjamin Bloom).

Gender and Culture

A friend sent me a link to the following video:

JC Penney: Beware of the Doghouse | Creativity Online.

In that video, a man is “sent to the doghouse” (a kind of prison for insensitive men) because he offered a vacuum cleaner to his wife. It’s part of a marketing campaign through which men are expected to buy diamonds to their wives and girlfriends.

The campaign is quite elaborate and the main website for the campaign makes interesting uses of social media.

For instance, that site makes use of Facebook Connect as a way to tap viewers’ online social network. FC is a relatively new feature (the general release was last week) and few sites have been putting it to the test. In this campaign’s case, a woman can use her Facebook account to connect to her husband or boyfriend and either send him a warning about his insensitivity to her needs (of diamonds) or “put him in the doghouse.” From a social media perspective, it can accurately be described as “neat.”

The site also uses Share This to facilitate the video‘s diffusion  through various social media services, from WordPress.com to Diigo. This tends to be an effective strategy to encourage “viral marketing.” (And, yes, I fully realize that I actively contribute to this campaign’s “viral spread.”)

The campaign could be a case study in social marketing.

But, this time, I’m mostly thinking about gender.

Simply put, I think that this campaign would fare rather badly in Quebec because of its use of culturally inappropriate gender stereotypes.

As I write this post, I receive feedback from Swedish ethnomusicologist Maria Ljungdahl who shares some insight about gender stereotypes. As Maria says, the stereotypes in this ad are “global.” But my sense is that these “global stereotypes” are not that compatible with local culture, at least among Québécois (French-speaking Quebeckers).

See, as a Québécois born and raised as a (male) feminist, I tend to be quite gender-conscious. I might even say that my gender awareness may be somewhat above the Québécois average and gender relationships are frequently used in definitions of Québécois identity.

In Québécois media, advertising campaigns portraying men as naïve and subservient have frequently been discussed. Ten or so years ago, these portrayals were a hot topic (searches for Brault & Martineau, Tim Hortons, and Un gars, une fille should eventually lead to appropriate evidence). Current advertising campaigns seem to me more subtle in terms of male figures, but careful analysis would be warranted as discussions of those portrayals are more infrequent than they have been in the past.

That video and campaign are, to me, very US-specific. Because I spent a significant amount of time in Indiana, Massachusetts, and Texas, my initial reaction while watching the video had more to do with being glad that it wasn’t the typical macrobrewery-style sexist ad. This reaction also has to do with the context for my watching that video as I was unclear as to the gender perspective of the friend who sent me the link (a male homebrewer from the MidWest currently living in Texas).

By the end of the video, however, I reverted to my Québécois sensibility. I also reacted to the obvious commercialism, partly because one of my students has been working on engagement rings in our material culture course.

But my main issue was with the presumed insensitivity of men.

Granted, part of this is personal. I define myself as a “sweet and tendre man” and I’m quite happy about my degree of sensitivity, which may in fact be slightly higher than average, even among Québécois. But my hunch is that this presumption of male insensitivity may not have very positive effects on the perception of such a campaign. Québécois watching this video may not groan but they may not find it that funny either.

There’s a generational component involved and, partly because of a discussion of writing styles in a generational perspective, I have been thinking about “generations” as a useful model for explaining cultural diversity to non-ethnographers.

See, such perceived generational groups as “Baby Boomers” and “Generation X” need not be defined as monolithic, monadic, bounded entities and they have none of the problems associated with notions of “ethnicity” in the general public. “Generations” aren’t “faraway tribes” nor do they imply complete isolation. Some people may tend to use “generational” labels in such terms that they appear clearly defined (“Baby Boomers are those individuals born between such and such years”). And there is some confusion between this use of “historical generations” and what the concept of “generation” means in, say, the study of kinship systems. But it’s still relatively easy to get people to think about generations in cultural terms: they’re not “different cultures” but they still seem to be “culturally different.”

Going back to gender… The JC Penney marketing campaign visibly lumps together people of different ages. The notion seems to be that doghouse-worthy male insensitivity isn’t age-specific or related to inexperience. The one man who was able to leave the doghouse based on his purchase of diamonds is relatively “age-neutral” as he doesn’t really seem to represent a given age. Because this attempt at crossing age divisions seems so obvious, I would assume that it came in the context of perceived differences in gender relationships. Using the logic of those who perceive the second part of the 20th Century as a period of social emancipation, one might presume that younger men are less insensitive than older men (who were “brought up” in a cultural context which was “still sexist”). If there are wide differences in the degree of sensitivity of men of different ages, a campaign aiming at a broad age range needs to diminish the importance of these differences. “The joke needs to be funny to men of all ages.”

The Quebec context is, I think, different. While we do perceive the second part of the 20th Century (and, especially, the 1970s) as a period of social emancipation (known as the “Quiet Revolution” or «Révolution Tranquille»), the degree of sensitivity to gender issues appears to be relatively level, across the population. At a certain point in time, one might have argued that older men were still insensitive (at the same time as divorcées in their forties might have been regarded as very assertive) but it seems difficult to make such a distinction in the current context.

All this to say that the JC Penney commercial is culturally inappropriate for Québécois society? Not quite. Though the example I used was this JC Penney campaign, I’m thinking about broader contexts for Québécois identity (for a variety of personal reasons, including the fact that I have been back in Québec for several months, now).

My claim is…

Ethnographic field research would go a long way to unearth culturally appropriate categories which might eventually help marketers cater to Québécois.

Of course, the agency which produced that JC Penney ad (Saatchi & Saatchi) was targeting the US market (JC Penney doesn’t have locations in Quebec) and I received the link through a friend in the US. But it was an interesting opportunity for me to think and write about a few issues related to the cultural specificity of gender stereotypes.

Blogging and Literary Standards

I wrote the following comment in response to a conversation between novelist Rick Moody and podcasting pioneer Chris Lydon:

Open Source » Blog Archive » In the Obama Moment: Rick Moody.

In keeping with the RERO principle I describe in that comment, the version on the Open Source site is quite raw. As is my habit, these days, I pushed the “submit” button without rereading what I had written. This version is edited, partly because I noticed some glaring mistakes and partly because I wanted to add some links. (Blog comments are often tagged for moderation if they contain too many links.) As I started editing that comment, I changed a few things, some of which have consequences to the meaning of my comment. There’s this process, in both writing and editing, which “generates new thoughts.” Yet another argument for the RERO principle.

I can already think of an addendum to this post, revolving on my personal position on writing styles (informed by my own blogwriting experience) along with my relative lack of sensitivity for Anglo writing. But I’m still blogging this comment on a standalone basis.

Read on, please…

I Am Not a Guru

“Nor do I play one online!”

The “I am not a ” phrase is often used as a disclaimer when one is giving advice. Especially in online contexts having to do with law, in which case the IANAL acronym can be used, and understood.
I’m not writing this to give advice. (Even though I could!) I’ve simply been thinking about social media a fair deal, recently, and thought I’d share a few thoughts.

I’ve been on the record as saying that I have a hard time selling my expertise. It’s not through lack of self-confidence (though I did have problems with this in the past), nor is it that my expertise is difficult to sell. It’s simply a matter of seeing myself as a friendly humanist, not as a brand to sell. To a certain extent, this post is an extension of the same line of thinking.

I’m also going back to my post about “the ‘social’ in ‘social media/marketing/web'” as I tend to position myself as an ethnographer and social scientist (I teach anthropology, sociology, and folkloristics). Simply put, I do participant-observation in social media spheres. Haven’t done formal research on the subject, nor have I taught in that field. But I did gain some insight in terms if what social media entails.

Again, I’m no guru. I’m just a social geek.

The direct prompt for this blogpost is a friend’s message in which he asked me for advice on the use of social media to market his creative work. Not that he framed his question in precisely those terms but the basic idea was there.

As he’s a friend, I answered him candidly, not trying to sell my social media expertise to him. But, after sending that message, I got to think about the fact that I’m not selling my social media expertise to anyone.

One reason is that I’m no salesman. Not only do I perceive myself as “too frank to be a salesman” (more on the assumptions later), but I simply do not have the skills to sell anything. Some people are so good at sales pitches that they could create needs where they is none (the joke about refrigerators and “Eskimos” is too much of an ethnic slur to be appropriate). I’ve been on the record saying that “I couldn’t sell bread for a penny” (to a rich yet starving person).

None of this means that I haven’t had any influence on any purchasing pattern. In fact, that long thread in which I confessed my lack of salesman skills was the impulse (direct or indirect) behind the purchase of a significant number of stovetop coffee devices and this “influence” has been addressed explicitly. It’s just that my influence tends to be more subtle, more “diffuse.” Influence based on participation in diverse groups. It’s one reason I keep talking about the “social butterfly effect.”

Coming back to social media and social marketing.

First, some working definitions. By “social media” I usually mean blogs, podcasts, social networking systems, and microblogs. My usage also involves any participatory use of the Internet and any alternative to “mainstream media” (MSM) which makes use of online contacts between human beings. “Social marketing” is, to me, the use of social media to market and sell a variety of things online, including “people as brands.” This notion connects directly to a specific meaning of “social capital” which, come to think of it, probably has more to do with Putnam than Bourdieu (PDF version of an atricle about both versions).

Other people, I admit, probably have much better ways to define those concepts. But those definitions are appropriate in the present context. I mostly wanted to talk about gurus.

Social Guru

I notice guru-like behaviour in the social media/marketing sphere.

I’m not targetting individuals, though the behaviour is adopted by specific people. Not every one is acting as a “social media guru” or “social marketing guru.” The guru-like behaviour is in fact quite specific and not as common as some would think.

Neither am I saying that guru-like behaviour is inappropriate. I’m not blaming anyone for acting like a guru. I’m mostly distancing myself from that behaviour. Trying to show that it’s one model for behaviour in the social media/marketing sphere.

It should go without saying: I’m not using the term “guru” in a literal sense it might have in South Asia. That kind of guru I might not distance myself from as quickly. Especially if we think about “teachers as personal trainers.” But I’m using “guru” in reference to an Anglo-American phenomenon having to do with expertise and prestige.

Guru-like behaviour, as noticed in the social media/marketing sphere, has to do with “portraying oneself as an expert holding a secret key which can open the doors to instant success.” Self-assurance is involved, of course. But there’s also a degree of mystification. And though this isn’t a rant against people who adopt this kind of behaviour, I must admit that I have negative reactions to any kind of mystification.

There’s a difference between mystery and mystification. Something that is mysterious is difficult to explain “by its very nature.” Mystification involves withholding information to prevent knowledge. As an academic, I have been trained to fight obscurantism of any kind. Mystification seems counterproductive. “Information Wants to be Free.”

This is not to say that I dislike ambiguity, double-entendres, or even secrets. In fact, I’m often using ambiguity in playful manner and, working with a freemasonry-like secret association, I do understand the value of the most restrictive knowledge management practises. But I find limited value in restricting information when knowledge can be beneficial to everyone. As in Eco’s The Name of the Rose, subversive ideas find their way out of attempts to hide them.

Another aspect of guru-like behaviour which tends to bother me is that I can’t help but find it empty. As some would say, “there needs to be a ‘there’ there.” With social media/marketing, the behaviour I’m alluding to seems to imply that there is, in fact, some “secret key to open all doors.” Yet, as I scratch beneath the surface, I find something hollow. (The image I have in mind is that of a chocolate Easter egg. But any kind of trompe-l’œil would work.)

Obviously, I’m not saying that there’s “nothing to” social media/marketing. Those who dismiss social media and/or social marketing sound to me like curmudgeons or naysayers. “There’s nothing new, here. It’s just the same thing as what it always was. Buy my book to read all about what nonsense this all is.” (A bit self-serving, don’t you think?)

And I’m not saying that I know what there is in social media and marketing which is worth using. That would not only be quite presumptuous but it would also represent social media and marketing in a more simplified manner than I feel it deserves.

I’m just saying that caution should be used with people who claim they know everything there is to know about social media and social marketing. In other words, “be careful when someone promises to make you succeed through the Internet.” Sounds obvious, but some people still fall prey to grandiose claims.

Having said this, I’ll keep on posting some of thoughts about social media and social marketing. I might be way off, so “don’t quote me on this.” (You can actually quote me but don’t give my ideas too much credit.)

Le petit guide du contact social en-ligne (brouillon)

Je viens de publier un «avis à ceux qui cherchent à me contacter». Et je pense à mon expertise au sujet de la socialisation en-ligne. Ça m’a donné l’idée d’écrire une sorte de guide, pour aider des gens qui n’ont pas tellement d’expérience dans le domaine. J’ai de la difficulté à me vendre.

Oui, je suis un papillon social. Je me lie facilement d’amitié avec les gens et j’ai généralement d’excellents contacts. En fait, je suis très peu sélectif: à la base, j’aime tout le monde.

Ce qui ne veut absolument pas dire que mon degré d’intimité est constant, peu importe l’individu. En fait, ma façon de gérer le degré d’intimité est relativement complexe et dépend d’un grand nombre de facteurs. C’est bien conscient mais difficile à verbaliser, surtout en public.

Et ça m’amène à penser au fait que, comme plusieurs, je suis «très sollicité». Chaque jour, je reçois plusieurs requêtes de la part de gens qui veulent être en contact avec moi, d’une façon ou d’une autre. C’est tellement fréquent, que j’y pense peu. Mais ça fait partie de mon quotidien, comme c’est le cas pour beaucoup de gens qui passent du temps en-ligne (blogueurs, membres de réseaux sociaux, etc.).

Évidemment, un bon nombre de ces requêtes font partie de la catégorie «indésirable». On pourrait faire l’inventaire des Dix Grandes Plaies d’Internet, du pourriel jusqu’à la sollicitation  intempestive. Mais mon but ici est plus large. Discuter de certaines façons d’établir le contact social. Qu’il s’agisse de se lier d’amitié ou simplement d’entrer en relation sociale diffuse (de devenir la «connaissance» de quelqu’un d’autre).

La question de base: comment effectuer une requête appropriée pour se mettre en contact avec quelqu’un? Il y a des questions plus spécifiques. Par exemple, comment démontrer à quelqu’un que nos intentions sont légitimes? C’est pas très compliqué et c’est très rapide. Mais ça fait appel à une logique particulière que je crois bien connaître.

Une bonne partie de tout ça, c’est ce qu’on appelle ici «le gros bon sens». «Ce qui devrait être évident.» Mais, comme nous le disons souvent en ethnographie, ce qui semble évident pour certains peut paraître très bizarre pour d’autres. Dans le fond, le contact social en-ligne a ses propres contextes culturels et il faut apprendre à s’installer en-ligne comme on apprend à emménager dans une nouvelle région. Si la plupart des choses que je dis ici semblent très évidentes, ça n’implique pas qu’elles sont bien connues du «public en général».

Donc, quelle est la logique du contact social en-ligne?

Il faut d’abord bien comprendre que les gens qui passent beaucoup de temps en-ligne reçoivent des tonnes de requêtes à chaque jour. Même un papillon social comme moi finit par être sélectif. On veut bien être inclusifs mais on veut pas être inondés, alors on trie les requêtes qui nous parviennent. On veut bien faire confiance, mais on veut pas être dupes, alors on se tient sur nos gardes.

Donc, pour contacter quelqu’un comme moi, «y a la manière».

Une dimension très importante, c’est la transparence. Je pense même à la «transparence radicale». En se présentant aux autres, vaut mieux être transparent. Pas qu’il faut tout dévoiler, bien au contraire. Il faut «contrôler son masque». Il faut «manipuler le voile». Une excellente façon, c’est d’être transparent.

L’idée de base, derrière ce concept, c’est que l’anonymat absolu est illusoire. Tout ce qu’on fait en-ligne laisse une trace. Si les gens veulent nous retracer, ils ont souvent la possibilité de le faire. En donnant accès à un profil public, on évite certaines intrusions.

C’est un peu la même idée derrière la «géolocation». Dans «notre monde post-industriel», nous sommes souvent faciles à localiser dans l’espace (grâce, entre autres, à la radio-identification). D’un autre côté, les gens veulent parfois faire connaître aux autres leur situation géographique et ce pour de multiples raisons. En donnant aux gens quelques informations sur notre présence géographique, on tente de contrôler une partie de l’information à notre sujet. La «géolocation» peut aller de la très grande précision temporelle et géographique («je suis au bout du comptoir de Caffè in Gamba jusqu’à 13h30») jusqu’au plus vague («je serai de retour en Europe pour une période indéterminée, au cours des six prochains mois»). Il est par ailleurs possible de guider les gens sur une fausse piste, de leur faire croire qu’on est ailleurs que là où on est réellement. Il est également possible de donner juste assez de précisions pour que les gens n’aient pas d’intérêt particulier à nous «traquer». C’est un peu une contre-attaque face aux intrusions dans notre vie privée.

Puisque plusieurs «Internautes» ont adopté de telles stratégies contre les intrusions, il est important de respecter ces stratégies et il peut être utile d’adopter des stratégies similaires. Ce qui implique qu’il faudrait accepter l’image que veut projeter l’individu et donner à cet individu la possibilité de se faire une image de nous.

Dans la plupart des contextes sociaux, les gens se dévoilent beaucoup plus facilement à ceux qui se dévoilent eux-mêmes. Dans certains coins du monde (une bonne partie de la blogosphère mais aussi une grande partie de l’Afrique), les gens ont une façon très sophistiquée de se montrer très transparents tout en conservant une grande partie de leur vie très secrète. Se cacher en public. C’est une forme radicale de la «présentation de soi». Aucune hypocrisie dans tout ça. Rien de sournois. Mais une transparence bien contrôlée. Radicale par son utilité (et non par son manque de pudeur).

«En-ligne, tout le monde agit comme une célébrité.» En fait, tout le monde vit une vie assez publique, sur le ‘Net. Ce qui implique plusieurs choses. Tout d’abord qu’il est presqu’aussi difficile de protéger sa vie privée en-ligne que dans une ville africaine typique (où la gestion de la frontière entre vie publique et vie privée fait l’objet d’une très grande sophistication). Ça implique aussi que chaque personne est moins fragile aux assauts de la célébrité puisqu’il y a beaucoup plus d’information sur beaucoup plus de personnes. C’est un peu la théorie du bruit dans la lutte contre les paparazzi et autres prédateurs. C’est là où la transparence de plusieurs aide à conserver l’anonymat relatif de chacun.

D’après moi, la méthode la plus efficace de se montrer transparent, c’est de se construire un profil public sur un blogue et/ou sur un réseau social. Il y a des tas de façons de construire son profil selon nos propres besoins et intérêts, l’effet reste le même. C’est une façon de se «présenter», au sens fort du terme.

Le rôle du profil est beaucoup plus complexe que ne semblent le croire ces journalistes qui commentent la vie des «Internautes». Oui, ça peut être une «carte de visite», surtout utile dans le réseautage professionnel. Pour certains, c’est un peu comme une fiche d’agence de rencontre (avec poids et taille). Plusieurs personnes rendent publiques des choses qui semblent compromettantes. Mais c’est surtout une façon de contrôler l’image,

Dans une certaine mesure, «plus on dévoile, plus on cache». En offrant aux gens la possibilité d’en savoir plus sur nous, on se permet une marge de manœuvre. D’ailleurs, on peut se créer un personnage de toutes pièces, ce que beaucoup ont fait à une certaine époque. C’est une technique de dissimulation, d’assombrissement. Ou, en pensant à l’informatique, c’est une méthode de cryptage et d’«obfuscation».

Mais on peut aussi «être soi-même» et s’accepter tel quel. D’un point de vue «philosophie de vie», c’est pas mauvais, à mon sens.

En bâtissant son profil, on pense à ce qu’on veut dévoiler. Le degré de précision varie énormément en fonction de nos façons de procéder et en fonction des contextes. Rien de linéaire dans tout ça. Il y a des choses qu’on dévoilerait volontiers à une étrangère et qu’on n’avouerait pas à des proches. On peut maintenir une certaine personnalité publique qui est parfois plus réelle que notre comportement en privé. Et on utilise peut-être plus de tact avec des amis qu’avec des gens qui nous rencontrent par hasard.

Il y a toute la question de la vie privée, bien sûr. Mais c’est pas tout. D’ailleurs, faut la complexifier, cette idée de «vie privée». Beaucoup de ce qu’on peut dire sur soi-même peut avoir l’effet d’impliquer d’autres personnes. C’est parfois évident, parfois très subtil. La stratégie de «transparence radicale» dans le contact social en-ligne est parfois difficile à concilier avec notre vie sociale hors-ligne. Mais on ne peut pas se permettre de ne rien dire. Le tout est une question de dosage.

Il y a de multiples façons de se bâtir un profil public et elles sont généralement faciles à utiliser. La meilleure méthode dépend généralement du contexte et, outre le temps nécessaire pour les mettre à jour (individuellement ou de façon centralisée), il y a peu d’inconvénients d’avoir de nombreux profils publics sur différents services.

Personnellement, je trouve qu’un blogue est un excellent moyen de conserver un profil public. Ceux qui laissent des commentaires sur des blogues ont un intérêt tout particulier à se créer un profil de blogueur, même s’ils ne publient pas de billets eux-mêmes. Il y a un sens de la réciprocité, dans le monde du blogue. En fait, il y a toute une négociation au sujet des différences entre commentaire et billet. Il est parfois préférable d’écrire son propre billet en réponse à celui d’un autre (les liens entre billets sont répertoriés par les “pings” et “trackbacks”). Mais, en laissant un commentaire sur le blogue de quelqu’un d’autre, on fait une promotion indirecte: «modérée et tempérée» (dans tous les sens de ces termes).

Ma préférence va à WordPress.com et Disparate est mon blogue principal. Sans être un véritable réseau social, WordPress.com a quelques éléments qui facilitent les contacts entre blogueurs. Par exemple, tout commentaire publié sur un blogue WordPress.com par un utilisateur de WordPress.com sera automatiquement lié à ce compte, ce qui facilite l’écriture du commentaire (nul besoin de taper les informations) et lie le commentateur à son identité. Blogger (ou Blogspot.com) a aussi certains de ces avantages mais puisque plusieurs blogues sur Blogger acceptent les identifiants OpenID et que WordPress.com procure de tels identifiants, j’ai tendance à m’identifier à travers WordPress.com plutôt qu’à travers Google/Blogger.

Hors du monde des blogues, il y a celui des services de réseaux sociaux, depuis SixDegrees.com (à l’époque) à OpenSocial (à l’avenir). Tous ces services offrent à l’utilisateur la possibilité de créer un profil (général ou spécialisé) et de spécifier des liens que nous avons avec d’autres personnes.

Ces temps-ci, un peu tout ce qui est en-ligne a une dimension «sociale» en ce sens qu’il est généralement possible d’utiliser un peu n’importe quoi pour se lier à quelqu’un d’autre. Dans chaque cas, il y a un «travail de l’image» plus ou moins sophistiqué. Sans qu’on soit obligés d’entreprendre ce «travail de l’image» de façon très directe, ceux qui sont actifs en-ligne (y compris de nombreux adolescents) sont passés maîtres dans l’art de jouer avec leurs identités.

Il peut aussi être utile de créer un profil public sur des plates-formes de microblogue, comme Identi.ca et Twitter. Ces plates-formes ont un effet assez intéressant, au niveau du contact social. Le profil de chaque utilisateur est plutôt squelettique, mais les liens entre utilisateurs ont un certain degré de sophistication parce qu’il y a une distinction entre lien unidirectionnel et lien bidirectionnel. En fait, c’est relativement difficile à décrire hors-contexte alors je crois que je vais laisser tomber cette section pour l’instant. Un bon préalable pour comprendre la base du microbloguage, c’est ce court vidéo, aussi disponible avec sous-titres français.

Tout ça pour parler de profil public!

En commençant ce billet, je croyais élaborer plusieurs autres aspects. Mais je crois quand même que la base est là et je vais probablement écrire d’autres billets sur la même question, dans le futur.

Quand même quelques bribes, histoire de conserver ce billet «en chantier».

Un point important, d’après moi, c’est qu’il est généralement préférable de laisser aux autres le soin de se lier à nous, sauf quand il y a un lien qui peut être établi. C’est un peu l’idée derrière mon billet précédent. Oh, bien sûr, on peut aller au-devant des gens dans un contexte spécifique. Si nous sommes au même événement, on peut aller se présenter «sans autre». Dès qu’il y a communauté de pratique (ou communauté d’expérience), on peut en profiter pour faire connaissance. S’agit simplement de ne pas s’accaparer l’attention de qui que ce soit et d’accepter la façon qu’a l’autre de manifester ses opinions.

Donc, en contexte (même en-ligne), on peut aller au-devant des gens.

Mais, hors-contexte, c’est une idée assez saugrenue que d’aller se présenter chez les gens sans y avoir été conviés.

Pour moi, c’est un peu une question de courtoisie. Mais il y a aussi une question de la compréhension du contexte. Même si nous réagissons tous un peu de la même façon aux appels non-solicités, plusieurs ont de la difficulté à comprendre le protocole.

Et le protocole est pas si différent de la vie hors-ligne. D’ailleurs, une technique très utile dans les contextes hors-ligne et qui a son importance en-ligne, c’est l’utilisation d’intermédiaires. Peut-être parce que je pense au Mali, j’ai tendance à penser au rôle du griot et au jeu très complexe de l’indirection, dans le contact social. Le réseau professionnel LinkedIn fait appel à une version très fruste de ce principe d’indirection, sans étoffer le rôle de l’intermédiaire. Pourtant, c’est souvent en construisant la médiation sociale qu’on comprend vraiment comment fonctionnent les rapports sociaux.

Toujours est-il qu’il y a une marche à suivre, quand on veut contacter les gens en-ligne. Ce protocole est beaucoup plus fluide que ne peuvent l’être les codes sociaux les mieux connus dans les sociétés industriels. C’est peut-être ce qui trompe les gens peu expérimentés, qui croient que «sur Internet, on peut tout faire».

D’où l’idée d’aider les gens à comprendre le contact social en-ligne.

Ce billet a été en partie motivé par une requête qui m’a été envoyée par courriel. Cette personne tentait de se lier d’amitié avec moi mais sa requête était décontextualisée et très vague. Je lui ai donc écrit une réponse qui contenait certains éléments de ce que j’ai voulu écrire ici.

Voici un extrait de ma réponse:

Si t’as toi-même un blogue, c’est une excellente façon de se présenter. Ou un compte sur un des multiples réseaux sociaux. Après, tu peux laisser le lien sur ton profil quand tu contactes quelqu’un et laisser aux autres le soin de se lier à toi, si tu les intéresses. C’est très facile et très efficace. Les messages non-sollicités, directement à l’adresse courriel de quelqu’un, ça éveille des suspicions. Surtout quand le titre est très générique ou que le contenu du message est pas suffisamment spécifique. Pas de ta faute, mais c’est le contexte.

En fait, la meilleure méthode, c’est de passer par des contacts préétablis. Si on a des amis communs, le tour est joué. Sinon, la deuxième meilleure méthode, c’est de laisser un commentaire vraiment très pertinent sur le blogue de quelqu’un que tu veux connaître. C’est alors cette personne qui te contactera. Mais si le commentaire n’est pas assez pertinent, cette même personne peut croire que c’est un truc indésirable et effacer ton commentaire, voire t’inclure dans une liste noire.

J’utilise pas Yahoo! Messenger, non. Et je suis pas assez souvent sur d’autres plateformes de messagerie pour accepter de converser avec des gens, comme ça. Je sais que c’est une technique utilisée par certaines personnes sérieuses, mais c’est surtout un moyen utilisé par des gens malveillants.

Si vous avez besoin d’aide, vous savez comment me contacter! 😉

Veronica Belmont’s Mahalo Prequel

Mahalo Daily » Blog Archive » Hello world!

Nice pastiche (in both senses of the term). A hodge-podge imitation/parody of some of the most prominent video podcasts of the last few years.

But:

• Don’t we get to vote?
• Where’s Tiki Bar TV???

Adulteen Category

[Yet another old draft.]

Seems to me, there’s an age category that we could call “adulteen.” People who are technically both adults and teens. Ages 18 and 19. Not yet 20 but 18 and older. In many contexts (voting rights in most places I know), they are legally “of age” (what, in French, we call «majeurs»). Yet, the mere fact that the numbers “eighteen” and “nineteen” bear the “-teen” suffix, they are teenagers. If I got this right, this is the “barely legal” category some people seem to be talking about, especially in the adult industry.

Sexuality is certainly important in defining this category as sexual relationships with 18 year-olds is usually not considered paedophilia. In the U.S. especially, paedophilia tends to be rather high on the list of taboos. I have no idea what the numbers are but it seems to me that, within the larger category of rape victims, many people are women younger than 20 years of age.

In the U.S., adulteens are not yet allowed to drink alcohol. They can vote, bear arms, drive (since a much earlier age, actually) but they cannot consume alcohol outside of parental supervision. This, they share with 20 year-olds. But “20” seems to be more adult-sounding in many cases.

What’s striking, to me, is that 18 is already a bit old as defining adulthood. Not too long ago, people who had children at age 16 were quite common. Maybe I’m completely off but it seems to me that “it really wasn’t a big deal, back then.” Especially for young girls/women. Those women who had children at such a young age don’t seem particularly scarred from the experience, AFAICT. I don’t even think there were much of a social stigma about being a mother at age 16. And it seems to me that becoming a parent is as adult-like as can be.

Of course, people also entered the workforce at an earlier age, on average. These days, beginning a career at age 18 is somewhat uncommon. Much of this difference has to do with formal education. At least in North America and Europe, compulsory schooling tends to last until age 16 and it’s often very hard to find work leaving school before age 19. In Quebec, for instance, there are ways to do a professional degree at the end of high school but majority of people go to Cegep which brings them to age 19 or so.

At age 34 (and turning 35 in just a few days), I find it funny to think that, technically, I could have been a grand-father at this point in my life. That is, I technically could have had a child at age 16 who could have had her own child at age 16 so that I would have become a grand-father at age 32. I’m not even a father yet. And I’m not that far outside the norm, at least for academics.

Funny thing is, age does tend to matter to me. Not in terms of “feeling old,” really. More in terms of significance, symbolism, social roles.

There’s a whole thing I’ll need to blog about generation gaps. For now, I just want to let this entry stay as it is.

Individualism, Freedom, and Food

A surprisingly superficial podcast episode on what could have been a very deep subject.

Open Source » Blog Archive » The End of Free Will?

start a conversation about manipulation, persuasion and freedom from choice

To summarize the main issue of that episode: is marketing and "upselling" by restaurant chains undermining the individual freedom to choose quality food? Apparently simple a question, but billed as much more than that.

Maybe they refrained from delving deeper into any of those issues because philosophical discussions, perhaps aesthetic ones especially, are off limits in "polite company" in U.S. media. Too bad.

Actually, I’m genuinely disappointed. Not necessarily because restaurant chains are very important an issue for me (in Montreal, they don’t seem to have the exact same type of impact and I love to cook). But because the show’s participants all came very close to saying very important things about individualism, food, and freedom. The first two are too rarely discussed, IMHO, and the third could have been the "hook" to discuss the other two.

Ah, well…

If you want to know more about my thoughts on this podcast episode, check out some of the tags below.