WordPress as Content Directory: Getting Somewhere

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

Woohoo!

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

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

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

Why WordPress? Almost glad you asked.

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

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

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

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

Here are some things I like about WordPress:

• Free Software ethos.
• Neat “.org vs .com” model for Open Source blogging software and freemium blogging service.
• Broad user and support communities around both the software and the service.
• WordCamps are a useful way to deepen knowledge of the software (and, to an extent, the service).
• The software is remarkably flexible.
• The service has some neat features, both free and paid.
• The software is easy to install on just about any webhost.
• The service is free in cost and headaches.
• Both software and service offer nice learning curves.

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

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

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

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

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

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

For instance, the following post has been quite inspiring:

Extending Custom Post Types in WordPress 3.0.

I almost had a drift-off moment.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

I set the “Field type” to Number.

I also set the slug for this field.

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

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

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

(Save!)

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

Here’s the style.css code:

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

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

The code for functions.php:

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

		return $columns;
}

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

And the code in single-product.php:

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

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

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

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

What Not to Tweet

Here’s a list I tweeted earlier.

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

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

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

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

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

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

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

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

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

Actively Reading: Organic Ideas for Startups

Been using Diigo as a way to annotate online texts. In this case, I was as interested in the tone as in the text itself. At the same time, I kept thinking about things which seem to be missing from Diigo.

Organic Startup Ideas
http://www.paulgraham.com/organic.html

One thing I like about this text is its tone. There’s an honesty, an ingenuity that I find rare in this type of writing.

• startup ideas
  • The background is important, in terms of the type of ideas about which we’re constructing something.
• what do you wish someone would make for you?
  • My own itch has to do with Diigo, actually. There’s a lot I wish Diigo would make for me. I may be perceived as an annoyance, but I think my wishlist may lead to something bigger and possibly quite successful.
  • The difference between this question and the “scratch your own itch” principle seems significant, and this distinction may have some implications in terms of success: we’re already talking about others, not just running ideas in our own head.
• what do you wish someone would make for you?
  • It’s somewhat different from the well-known “scratch your own itch” principle. In this difference might be located something significant. In a way, part of the potential for this version to lead to success comes from the fact that it’s already connected with others, instead of being about running ideas in your own mind.
• grow organically
  • The core topic of the piece, put in a comparative context. The comparison isn’t the one people tend to make and one may argue about the examples used. But the concept of organic ideas is fascinating and inspiring.
• you decide, from afar,
  • What we call, in anthropology, the “armchair” approach. Also known as “backbenching.” For this to work, you need to have a deep knowledge of the situation, which is part of the point in this piece. Nice that it’s not demonizing this position but putting it in context.
• Apple
  was the first type
  • One might argue that it was a hybrid case. Although, it does sound like the very beginnings of Apple weren’t about “thinking from afar.”
• class of users other than you
  • Since developers are part of a very specific “class” of people, this isn’t insignificant a way to phrase this.
• They still rely on this principle today, incidentally.
  The iPhone is the phone Steve Jobs wants.
  • Apple tends to be perceived in a different light. According to many people, it’s the “textbook example” of a company where decisions are made without concerns for what people need. “Steve Jobs uses a top-down approach,” “They don’t even use focus groups,” “They don’t let me use their tools the way I want to use them.” But we’re not talking about the same distinction between top-down and bottom-up. Though “organic ideas” seem to imply that it’s a grassroots/bottom-up phenomenon, the core distinction isn’t about the origin of the ideas (from the “top,” in both cases) but on the reasoning behind these ideas.
• We didn’t need this software ourselves.
  • Sounds partly like a disclaimer but this approach is quite common and “there’s nothing wrong with it.”
• comparatively old
  • Age and life experience make for an interesting angle. It’s not that this strategy needs people of a specific age to work. It’s that there’s a connection between one’s experience and the way things may pan out.
• There is no sharp line between the two types of ideas,
  • Those in the “engineering worldview” might go nuts, at this point. I can hear the claims of “hand waving.” But we’re talking about something complex, here, not a merely complicated problem.
• Apple type
  • One thing to note in the three examples here: they’re all made by pairs of guys. Jobs and Woz, Gates and Allen, Page and Brin. In many cases, the formula might be that one guy (or gal, one wishes) comes up with ideas knowing that the other can implement them. Again, it’s about getting somebody else to build it for you, not about scratching your own itch.
• Bill Gates was writing something he would use
  • Again, Gates may not be the most obvious example, since he’s mostly known for another approach. It’s not inaccurate to say he was solving his own problem, at the time, but it may not be that convincing as an example.
• Larry and Sergey when they wrote the first versions of Google.
  • Although, the inception of the original ideas was academic in context. They weren’t solving a search problem or thinking about monetization. They were discovering the power of CitationRank.
• generally preferable
  • Nicely relativistic.
• It takes experience
  to predict what other people will want.
  • And possibly a lot more. Interesting that he doesn’t mention empirical data.
• young founders
  • They sound like a fascinating group to observe. They do wonders when they open up to others, but they seem to have a tendency to impose their worldviews.
• I’d encourage you to focus initially on organic ideas
  • Now, this advice sounds more like the “scratch your own itch” advocation. But there’s a key difference in that it’s stated as part of a broader process. It’s more of a “walk before you run” or “do your homework” piece of advice, not a “you can’t come up with good ideas if you just think about how people will use your tool.”
• missing or broken
  • It can cover a lot, but it’s couched in terms of the typical “problem-solving” approach at the centre of the engineering worldview. Since we’re talking about developing tools, it makes sense. But there could be a broader version, admitting for dreams, inspiration, aspiration. Not necessarily of the “what would make you happy?” kind, although there’s a lot to be said about happiness and imagination. You’re brainstorming, here.
• immediate answers
  • Which might imply that there’s a second step. If you keep asking yourself the same question, you may be able to get a very large number of ideas. The second step could be to prioritize them but I prefer “outlining” as a process: you shuffle things together and you group some ideas to get one which covers several. What’s common between your need for a simpler way to code on the Altair and your values? Why do you care so much about algorithms instead of human encoding?
• You may need to stand outside yourself a bit to see brokenness
  • Ah, yes! “Taking a step back,” “distancing yourself,” “seeing the forest for the trees”… A core dimension of the ethnographic approach and the need for a back-and-forth between “inside” and “outside.” There’s a reflexive component in this “being an outsider to yourself.” It’s not only psychological, it’s a way to get into the social, which can lead to broader success if it’s indeed not just about scratching your own itch.
• get used to it and take it for granted
  • That’s enculturation, to you. When you do things a certain way simply because “we’ve always done them that way,” you may not create these organic ideas. But it’s a fine way to do your work. Asking yourself important questions about what’s wrong with your situation works well in terms of getting new ideas. But, sometimes, you need to get some work done.
• a Facebook
  • Yet another recontextualized example. Zuckerberg wasn’t trying to solve that specific brokenness, as far as we know. But Facebook became part of what it is when Zuck began scratching that itch.
• organic startup ideas usually don’t
  seem like startup ideas at first
  • Which gets us to the pivotal importance of working with others. Per this article, VCs and “angel investors,” probably. But, in the case of some of cases cited, those we tend to forget, like Paul Allen, Narendra, and the Winklevosses.
• end up making
  something of value to a lot of people
  • Trial and error, it’s an iterative process. So you must recognize errors quickly and not invest too much effort in a specific brokenness. Part of this requires maturity.
• something
  other people dismiss as a toy
  • The passage on which Gruber focused and an interesting tidbit. Not that central, come to think of it. But it’s important to note that people’s dismissive attitude may be misled, that “toys” may hide tools, that it’s probably a good idea not to take all feedback to heart…
• At this point, when someone comes to us with
  something that users like but that we could envision forum trolls
  dismissing as a toy, it makes us especially likely to invest.
• the best source of organic ones
  • Especially to investors. Potentially self-serving… in a useful way.
• they’re at the forefront of technology
  • That part I would dispute, actually. Unless we talk about a specific subgroup of young founders and a specific set of tools. Young founders tend to be oblivious to a large field in technology, including social tools.
• they’re in a position to discover
  valuable types of fixable brokenness first
  • The focus on fixable brokenness makes sense if we’re thinking exclusively through the engineering worldview, but it’s at the centre of some failures like the Google Buzz launch.
• you still have to work hard
  • Of the “inspiration shouldn’t make use forget perspiration” kind. Makes for a more thoughtful approach than the frequent “all you need to do…” claims.
• I’d encourage anyone
  starting a startup to become one of its users, however unnatural it
  seems.
  • Not merely an argument for dogfooding. It’s deeper than that. Googloids probably use Google tools but they didn’t actually become users. They’re beta testers with a strong background in troubleshooting. Not the best way to figure out what users really want or how the tool will ultimately fail.
• It’s hard to compete directly with open source software
  • Open Source as competition isn’t new as a concept, but it takes time to seep in.
• there has to be some part
  you can charge for
  • The breach through which old-school “business models” enter with little attention paid to everything else. To the extent that much of the whole piece might crumble from pressure built up by the “beancounter” worldview. Good thing he acknowledges it.

Installing BuddyPress 1.2 on FatCow: Quick Edition

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

Installing BuddyPress on a Webhost « Disparate.

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

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

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

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

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

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

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

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

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

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

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

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… 😉

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.

Happiness Anniversary

A year ago today, I found out that I was, in fact, happy.

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…

Actively Reading: “Teach Naked” sans PowerPoint

Some Diigo comments on a Chronicle piece on moving lectures out of the classroom. (Or, if you ask the piece’s author and some commenters, on PowerPoint as a source of boredom.)

I’d like to transform some of my own comments in a standalone blog entry, especially given the discussions Pamthropologist and I have been having through comments on her blog and mine. (And I just noticed Pamthropologist had written her own blogpost about this piece…) As I’m preparing for the Fall semester, I tend to think a lot about learning and teaching but I also get a bit less time.

Semi-disclaimer: John Bentley, instructional developer and programme coordinator at Concordia’s CTLS pointed me to this piece. John used to work for the Open University and the BBC. Together, John and I are currently developing a series of workshops on the use of online tools in learning and teaching. We’ve been discussing numerous dimensions of the connection between learning, teaching, and online tools. Our current focus is on creating communities of learners. One thing that I find especially neat about this collaboration is that our perspectives and spheres of expertise are quite different. Makes for interesting and thoughtful discussions.

‘Teach Naked’ Effort Strips Computers From Classrooms – Technology – The Chronicle of Higher Education

• Not to be too snarky but… I can’t help but feel this is typical journalism. Take a complex issue, get a diverse array of comments on it, boil it down to an overly simplistic point about some polarizing question (PPT: is it evil?). Tadaa! You got an article and you’ve discouraged critical thinking.Sorry. I’m bad. I really shouldn’t go there.But I guess I’m disappointed in myself. When I first watched the video interview, I was reacting fairly strongly against Bowen. After reading (very actively!) the whole piece, I now realize that Jeff Young is the one who set the whole thing up.The problem with this is that I should know better. Right?Well, ok, I wasn’t that adamantly opposed to Bowen. I didn’t shout at my computer screen or anything. But watching the video interview again, after reading the piece, I notice that I interpret as much more open a discussion than the setup made it sound like. In other words, I went from thinking that Bowen was imposing a radical view on members of his faculty to hearing Bowen proposing ideas about ways to cope with social changes surrounding university education.The statement about most on-campus lectures being bad is rather bold, but it’s nothing we haven’t heard and it’s a reasonable comment to make in such a context. The stronger statement against PPT is actually weakened by Bowen himself in two ways: he explicitly talks about using PPT online and he frames his comment in comparison with podcasts. It then sounds like his problem isn’t with PPT itself. It’s with the use of PPT in the classroom by comparison to both podcasts and PPTs online. He may be wrong about the relative merits of podcasts, online “presentations,” and classroom lectures using PPT. But his opinion is much less radical than what I originally thought.Still, there’s room for much broader discussion of what classroom lectures and PPT presentations imply in teaching. Young’s piece and several Diigo comments on it focus on the value of PPT either in the abstract or through appropriate use. But there’s a lot more ground to cover, including such apparently simple issues as the effort needed to create compelling “presentation content” or students’ (and future employers’) expectations about PPT presentations.

• Mr. Bowen wants to discourage professors from using PowerPoint, because they often lean on the slide-display program as a crutch rather using it as a creative tool.
  • damn you got there first! comment by dean groom
  • I think the more important point that’s being made by the article – is something that many of us in edtech world realised very quickly – that being able to teach well is a prerequisite to being able to effectively and creatively engage technology to help others learn…Powerpoint is probably the most obvious target because oif its ubiquity – but I suspect that there will also be a backlash when the masses start adopting other technologies… they’ll be misused just as effectively as PPT is.When we can assume that all university lecturers/tutors are effective teachers then the argument will be moot… until then we’ll continue to see death by powerpoint and powerpointlessness…I’m a drama teacher and love the idea of active rooms filled with proactive engaged learners… and if we have proactive engaged learners we can more effectively deploy technology in the mix…The world of teaching and learning is far from perfect and expectations seem to be geared towards a paradigm that says : “professors should tell me every last thing I need to know in order to get good grades and if students sat still and shut up long enough they might just learn something useful.”I even had one “lecturer” recently tell me “I’m a subject specialist, why do I need to know about pedagogy?” – sadly he was serious. comment by Kim FLINTOFF
  • On the subject specialist uninterested in pedagogy…It’s not an uncommon perspective, in university teaching. In fact, it might be more common among French-speakers, as most of those I’ve heard say something like this were French-speakers.I reacted quite negatively when I first heard some statement about university teachers not needing pedagogy. Don’t they care about learning?But… Isn’t there a point to be made about “non-pedagogy?”Not trying to be contrarian, here. Not playing devil’s advocate. Nor am I going on the kind of “anti-anti” PoMo mode which seems not to fit too well in English-speaking communities. I’m just thinking about teacher-less learning. And a relativist’s attitude to not judge before I know more. After all, can we safely assume that courses given by someone with such a reluctant attitude to learning pedagogy are inherently bad?There are even some people out there who take constructivism and constructionism to such an extreme that they’d say teachers aren’t needed. To an extent, the OLPC project has been going in that direction. “Students will teach themselves. We don’t need to train teachers or to engage with them in building this project.”There’s also a lot of discussion about learning outside of formal institutions. Including “on-the-job training” but also all sorts of learning strategies which don’t rely on the teacher/student (mentee, apprentice, pupil…) hierarchy. For instance, actual learning occurs in a large set of online activities. Enthusiastic people learn about things that passion them by reading about the subject, participating in online discussions, presenting their work for feedback, etc. Oftentimes, there is a hierarchy in terms of prestige, but it’s mostly negotiated through actions and not set in advance. More like “achieved status” than “ascribed status” (to use a convenient distinction from SOC101 courses). As this kind of training not infrequently leads to interesting careers, we’d be remiss to ignore the trend.Speaking of trends… It’s quite clear that many universities tend toward a more consumer-based approach. Students register and pay tuition to get “credentials” (good grades and impressive degrees). The notion that they might be there to do the actual learning is going by the wayside. In some professional contexts, people are quite explicit about how little they learnt in classrooms. It makes for difficult teaching contexts (especially at prestigious universities in the US), but it’s also something with which people learn to cope.My personal attitude is that “learning happens despite teachers.” I still think teachers make a difference, that we should learn about learners and learning, that pedagogy matters a whole lot. In fact, I’m passionate about pedagogy and I do what I can to improve my teaching.Yet the bottomline is: do people learn? If they do, does it matter what pedagogical training the teacher has? This isn’t a rhetorical question. comment by Alexandre Enkerli
• A study published in the April issue of British Educational Research Journal
  • http://www.informaworld.com/smpp/content~db=all~content=a902053143 comment by Alexandre Enkerli
• PowerPoint was one of the dullest methods they saw.
  • Can somebody post links to especially good PowerPoint files? comment by Bill Chapman
  • I don’t think this is really about PPT, but more about blind use of technology. It’s not the software to blame but the user.Also if you’re looking for great PPT examples, check out slideshare.net comment by Dean Shareski
  • Looking forward to reading what their criteria are for boredom.And the exact justification they give for lectures needing not to be boring.Or if they discuss the broad implications of lecturing, as opposed to the many other teaching methods that we use.Now, to be honest, I do use PPT in class. In fact, my PPT slides are the very example of what many people would consider boring: text outlines transformed into bullet points. Usually black on white, without images.But, overall, students seem to find me engaging. In student evaluations, I do get the occasional comment about the course being boring, but that’s also about the book and the nature of what we discuss.I upload these PPT files to Slideshare before going to class. In seminars, I use the PPT file to outline some topics, themes, and questions brought up by students and I upload the updated file after class.The PPT files on Slideshare are embedded into Moodle and serve as “course notes,” in conjunction with the audio recordings from the class meetings. These slides may include material which wasn’t covered in class.During “lecture,” I often spend extend periods of time discussing things with the class as a whole, leaving a slide up as a reminder of the general topic. Going from a bullet point to an extended discussion has the benefit of providing context for the discussion. When I started teaching, several students were saying that I’m “disorganized.” I still get a few comments like that but they’re much less frequent. And I still go on tangents, based on interactions with the group.Once in a while, I refrain from using PPT altogether. Which can lead to interesting challenges, in part because of student expectations and the fact that the screen becomes an indicator that “teaching is going on.”Perhaps a more important point: I try to lecture as little as possible. My upper-level courses are rapidly transformed into seminars. Even in large classes, the last class meetings of the semester involve just a few minutes of lecturing.This may all sound like a justification for my teaching method. But it’s also a reaction to the frequent discussions about PPT as evil. I do hate PPT, but I still use it.If only Google Wave could be released soon, we could use it to replace PPT. Wikis and microblogging tools are good and well, but they’re not as efficient in terms of real-time collaboration on complex material. comment by Alexandre Enkerli
• seminars, practical sessions, and group discussions
• In other words, tech-free classrooms were the most engaging.
  • Does it follow so directly? It’s quite easy to integrate technology with “seminars, practical sessions, and group discussions.” comment by Alexandre Enkerli
• better than many older classroom technologies, like slate chalkboards or overhead transparencies
  • Which seems to support a form of technological determinism or, at least, a notion of a somewhat consistent improvement in the use of tools, if not in the tools themselves. comment by Alexandre Enkerli
• But technology has hardly revolutionized the classroom experience for most college students, despite millions of dollars in investment and early predictions that going digital would force professors to rethink their lectures and would herald a pedagogical renaissance.
  • If so, then it’s only because profs aren’t bringing social technologies into their classrooms. Does the author of this article understand what’s current in ed tech? comment by Shelly Blake-Plock
  • the problem here is that in higher education, student satisfaction drives a service mentality – and students WANT summised PPTs and the want PODCASTS. Spoooon feeeeeed me – for I am paying. comment by dean groom
  • A rather broad statement which might be difficult to support with evidence.If we look at “classroom experience” in different contexts, we do notice large differences. Not necessarily in a positive sense. Technology is an integral part of all sorts of changes happening in, around, and away from the classroom.It would be quite different if that sentence said: “But institutional programs based on the adoption of specific tools in the classroom have hardly revolutionized…” It’s still early to assess the effectiveness of these programs, especially if we think about lifelong learning and about ongoing social changes related to technology use. But the statement would make more sense if it were more directly tied to specific programs instead of being a blanket critique of “technology” (left undefined). comment by Alexandre Enkerli
• dream of shaking up college instruction
  • One of the most interesting parts of the interview with Bowen has to do with the notion that this isn’t, in fact, about following a dream. It’s about remaining relevant in a changing world. There’s a lot about Bowen’s perspective which sounds quite strange, to me. But the notion that universities should “wake up and smell the coffee” is something I wish were the object of more discussion in academic circles. comment by Alexandre Enkerli
• Here’s the kicker, though: The biggest resistance to Mr. Bowen’s ideas has come from students, some of whom have groused about taking a more active role during those 50-minute class periods.
  • Great points, here. Let’s wish more students were involved in this conversation. It’s not just “about” them.One thing we should probably not forget about student populations is that they’re diverse. Chances are, some students in Meadows are delighted by the discussion focus. Others may be puzzled. It’s likely an adaptation for most of them. And it doesn’t sound like they were ever consulted about those changes. comment by Alexandre Enkerli
• lecture model is pretty comfortable
  • And, though many of us are quick to criticize it, it’s difficult to avoid in the current systems of formal education in which we work. comment by Alexandre Enkerli
• cool gadgets
  • The easiest way to dismiss the social role of technology is to call tools “gadgets.” But are these tools really just gadgets? In fact, some tools which are put to good use really aren’t that cool or even new. Are we discussing them enough? Are we aware of how they fit in the grand scheme of things?An obvious example would be cellphones. Some administrators and teachers perceive them as a nuisance. Rather few people talk about educational opportunities with cellphones, even though they already are used by people in different parts of the World to empower themselves and to learn. Negroponte has explicltly dimissed the educational potential of cellphones but the World isn’t waiting for approval from designers. comment by Alexandre Enkerli
• seasoned performer,
  • There’s a larger point to be about performance in teaching. Including through a reference to Dick Bauman’s “Verbal Art as Performance” or other dimensions of Performance Theory.There’s also a more “mundane” point about a kind of conflict in universities between academic material and performance. In French-speaking universities, at least, it’s not uncommon to hear teachers talk about the necessity to be a “performer” as something of a distraction in teaching. Are teachers in front of the class to entertain students or is the classroom an environment in which to think and learn about difficult concepts? The consumer approach to universities, pushed in part by administrators who run universities like businesses, tends to emphasize the “entertainment paradigm,” hence the whole “boredom” issue.Having said all of this, Bowen’s own attitude goes beyond this simplistic “entertainment paradigm.” In fact, it sounds like he’s specifically not advocating for lectures to become a series of TEDtalks. Judging from the interview, it sounds like he might say that TEDtalk-style presentation should be put online and classroom-time should be devoted to analyzing those presentations.I do consider myself a performer, as I’ve been playing saxophone in a rather broad range of circumstances, from outdoor stages at festivals to concert halls. And my experience as a performer does influence the way I teach large classes. At the same time, it probably makes more salient the distinction between teaching and performing. comment by Alexandre Enkerli
• The goateed administrator sported a suit jacket over a dark T-shirt
  • Though I’d be the first one to say that context is key, I fail to see what Bowen’s clothes contribute to the discussion. comment by Alexandre Enkerli
• philosophical argument about the best way to engage students, he grounded it
  • A novel way to bring in grounded theory. comment by Alexandre Enkerli
• information delivery common in today’s classroom lectures should be recorded and delivered to students as podcasts or online videos before class sessions
  • Fully agreed. Especially if we throw other things in the mix such as journal articles and collaboratively-created learning material. comment by Alexandre Enkerli
• short online multiple-choice tests.
  • I don’t think he’s using the mc tests with an essessment focus rather an engagement focus – noit necessarily the most sophisticated but done playfully and creatively it can be a good first step to getting reluctatnt students to engage in first instance… comment by Kim FLINTOFF
  • I would also “defend” the use of MCTs in this context. Especially if the stakes are relatively low, the questions are well-crafted, and students do end up engaging.Like PPT, MCTs have some advantages, including because of student expectations.But, of course, it’s rather funny to hear Bowen talk about shaking things up and find out that he uses such tools. Still, the fact that these tests are online (and, one would think, taken outside of class time) goes well with Bowen’s main point about class time vs. tech-enabled work outside of class. comment by Alexandre Enkerli
• Introduce issues of debate within the discipline and get the students to weigh in based on the knowledge they have from those lecture podcasts, Mr. Bowen says.
  • This wouldn’t be too difficult to do in social sciences and there are scenarios in which it would work wonderfully for lab sciences (if we think of “debate” as something similar to “discussion” sections in scientific articles).At the same time, some people do react negatively to such approaches based not on discipline but on “responsibilities of the university.” Some people even talk about responsibilities toward students’ parents! comment by Alexandre Enkerli
• But if the student believes they can contribute, they’re a whole lot more motivated to enter the discourse, and to enter the discipline.
  • Sounds a bit like some of the “higher” positions in William Perry’s scheme. comment by Alexandre Enkerli
• don’t be boring
  • Is boredom induced exclusively by the teacher? Can a student bored during a class meeting still be motivated and engaged in the material at another point? Should we apply the same principle to the readings we assign? Is there a way to efficiently assess the “boredom factor” of an academic article? How can we convince academic publishers that fighting boredom isn’t necessarily done through the addition of pretty pictures? comment by Alexandre Enkerli
• you need a Ph.D. to figure it out
  • While I agree that these panels are difficult to use and could afford a redesign, the joke about needing a PhD sounds a bit strange in context. comment by Alexandre Enkerli
• plug in their laptops
  • There’s something of a more general move toward getting people to use their own computers in the workplace. In fact, classroom computers are often so restricted as to be quite cumbersome to use in teaching. comment by Alexandre Enkerli
• allow students to work in groups more easily
  • Not a bad idea. A good number of classrooms are structured in a way that makes it very hard to get students to do group work. Of course, it’s possible to do group work in any setting, but it’s remarkable how some of these seemingly trivial matters as the type of desk used can be enough to discourage some teachers from using certain teaching strategies. comment by Alexandre Enkerli
• The classroom computers were old and needed an upgrade when Mr. Bowen arrived, so ditching them instead saved money.
  • Getting into the core of the issue. The reason it’s so important to think about “new ways” to do things isn’t necessarily that “old ways” weren’t conducive to learning. It’s because there are increased pressures on the system and some seem to perceive that cost-cutting and competition from online learning, making the issue so pressing. comment by Alexandre Enkerli
• eliminate one staff position for a technician
  • Sounds sad, especially since support staff is already undervalued. But, at the same time, it does sound like relatively rational cost-cutting. One would just wish that they replaced that position with, say, teaching support. comment by Alexandre Enkerli
• gave every professor a laptop
  • Again, this is a rather common practise outside of universities. Knowing how several colleagues think, this may also function as a way to “keep them happy.” comment by Alexandre Enkerli
• support so they could create their own podcasts and videos.
  • This is where the tech support position which was cut could be useful. Recording and podcasting aren’t difficult to set up or do. But it’s an area where support can mean more than answering questions about which button to press. In fact, podcasting projects are an ideal context for collaboration between tech, teach, and research. comment by Alexandre Enkerli
• lugging their laptops to class,
  • It can be an issue, especially if there wasn’t a choice in the type of laptop which could be used. comment by Alexandre Enkerli
• She’s made podcasts for her course on “Critical Scholarship in Communication” that feature interviews she recorded with experts in the field.
  • One cool thing about these podcasting projects is that people can build upon them, one semester after the other. Interviews with practitioners do help provide a multiplicity of voices. And, yes, getting students to produce their own content is often a good way to go, especially if the topic is somehow related to the activity. Getting students in applied communication to create material does sound appropriate. comment by Alexandre Enkerli
• they come in actually much more informed
  • Sounds effective. Especially since Bowen’s approach seems to be oriented toward pre-class preparation. comment by Alexandre Enkerli
• if they had been assigned a reading.
  • There’s a lot to be said about this. One reason this method may be more efficient than reading assignments could have to do with the particularities of written language, especially the very formal style of those texts we often assign as readings. Not that students shouldn’t read, of course! But there’s a case to be made for some readings being replaced by oral sources, especially those which have to do with people’s experience in a field. Reading primary source material, integrating some reference texts, and using oral material can all be part of an appropriate set of learning strategies. comment by Alexandre Enkerli
• created podcast lectures
  • An advantage of such “lecturecasts,” “profcasts,” and “slidecasts” is that they’re relatively easy to build and can be tightly structured. It’s not the end-all of learning material, but it’s a better substitute for classroom lectures than one might think.Still, there’s room for improvement in the technology itself. For instance, it’d be nice to have Revver-style comments in the timeline. comment by Alexandre Enkerli
• shows movie clips from his laptop
  • This one is slightly surprising because one would expect that these clips could easily be shown, online, ahead of class. It might have to do with the chilling effect of copyright regulation or Heffernan’s strategy of getting “fresh” feedback. There would have been good questions to ask Heffernan in preparation for this piece. comment by Alexandre Enkerli
• “Strangely enough, the people who are most resistant to this model are the students, who are used to being spoon-fed material that is going to be quote unquote on the test,” says Mr. Heffernan. “Students have been socialized to view the educational process as essentially passive. The only way we’re going to stop that is by radically refiguring the classroom in precisely the way José wants to do it.”
  • This interpretation sounds a tiny bit lopsided. After all, aren’t there students who were already quite active and engaged in the “old system” who have expressed some resistance to the “new system?” Sounds likely to me. But maybe my students are different.One fascinating thing is the level of agreement, among teachers, about the necessity to have students who aren’t passive. I certainly share this opinion but there are teachers in this World who actually do prefer students who are somewhat passive and… “obedient.” comment by Alexandre Enkerli
• The same sequence of events
  • That part is quite significant: Bowen was already a reformer and already had gone through the process. In this case, he sounds more like one of those CEOs who are hired to save a company from a difficult situation. He originally sounded more like someone who wanted to impose specific views about teaching. comment by Alexandre Enkerli
• ‘I paid for a college education and you’re not going to lecture?'”
  • A fairly common reaction, in certain contexts. A combination of the infamous “sense of entitlement,” the “customer-based approach to universities,” and student expectations about the way university teaching is supposed to go.One version I’ve had in student evaluations is that the student felt like s/he was hearing too much from other students instead of from me. It did pain me, because of the disconnect between what I was trying to do and that student’s notion of what university courses are supposed to bring her/him. comment by Alexandre Enkerli
• PowerPoint lecture
  • As a commenter to my blog was saying about lectures in general, some of us (myself included) have been building a straw man. We may have negative attitudes toward certain teaching strategies, including some lecturing techniques. But that shouldn’t prevent us from discussing a wide array of teaching and learning strategies.In this case, it’s remarkable that despite the radical nature of Bowen’s reform, we learn that there are teachers who record PPT-based presentations. It then sounds like the issue isn’t so much about using PPT as it is about what is done in the classroom as opposed to what is done during the rest of the week.Boring or not, PPT lectures, even some which aren’t directly meant to engage students, can still find their place in the “teaching toolbox.” A dogmatic anti-PPT stance (such as the one displayed by this journalist) is unlikely to foster conversations about tools and learning. Based on the fact that teachers are in fact doing PPT lectures to be used outside the classroom, one ends up seeing Bowen’s perspective as much more open than that of the Chronicle’s editorial staff. comment by Alexandre Enkerli
• Sandi Mann, the British researcher who led the recent study on student attitudes toward teaching, argues that boredom has serious implications in an educational setting.
  • Unsurprising perspective. Wonder if it had any impact on Mann’s research results. Makes the research sound more oriented than one might hope. comment by Alexandre Enkerli
• according to some studies
  • Wow. Just… Wow. comment by Alexandre Enkerli
• low-cost online alternatives to the traditional campus experience
  • This could have been the core issue discussed in an article about Bowen. Especially if we are to have a thoughtful conversation about the state of higher education in a changing context. Justification for high tuition fees, the latent functions of “college life,” the likely outcome of “competing with free,” the value of the complete learning experience as opposed to the value of information transmission… comment by Alexandre Enkerli
• give away videos
  • This is the “competing with free” part, to which record companies have been oblivious for so long but which makes OCW appear like quite a forward-looking proposition. comment by Alexandre Enkerli
• colleges must make sure their in-person teaching really is superior to those alternatives
  • It’s both a free-market argument, which goes so well with the customer-based approach to learning, and a plea to consider learning in a broader way than the mere transmission of information from authoritative source to passive mass. An old saw, for sure, but one which surprisingly hasn’t been heard by everyone. comment by Alexandre Enkerli
• add value
  • This might be appropriate language to convince trustees. At some institutions, this might be more important than getting students’ or teachers’ approval. comment by Alexandre Enkerli
• not being online
  • Although, they do have an online presence. The arguments used have more to do with blended learning than with exclusively face-to-face methods. comment by Alexandre Enkerli
• might need to stay a low-tech zone to survive.
  • Rubbish there is no reason to dumb down learning; and he obviously is not teaching 2500 students at one time. PPT is not the problem here, and this really is a collection of facile arguements that are not ironically substantiated. Lowering his overhead does not increase student learning – wheres the evidence? comment by dean groom
  • Come to think of it, it sounds like the argument was made more forcefully by Young than by Bowen himself. Bowen is certainly quite vocal but the “need… to survive” sounds a tad bit stronger than Bowen’s project.What’s funny is that the video made Bowen sound almost opinionated. The article makes Young sound like he has his own axe to grind comment by Alexandre Enkerli

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?

A Glocal Network of City-States?

This one should probably be in a fictive mode, maybe even in a science-fiction genre. In fact, I’m reconnecting with literature after a long hiatus and now would be an interesting time to start writing fiction. But I’ll still start this as one of those  “ramblings” blogposts that I tend to build or which tend to come to me.

The reason this should be fiction is that it might sound exceedingly naïve, especially for a social scientist. I tend to “throw ideas out there” and see what sticks to other ideas, but this broad idea about which I’ve been thinking for a while may sound rather crazy, quaint, unsophisticated.

See, while my academic background is rather solid, I don’t have formal training in political science. In fact, I’ve frequently avoided several academic activities related to political science as a discipline. Or to journalism as a discipline. Part of my reluctance to involve myself in academic activities related political science relates to my reaction to journalism. The connection may not seem obvious to everyone but I see political science as a discipline in the same frame, and participating in the same worldview, as what I find problematic in journalism.

The simplest way to contextualize this connection is the (“modern”) notion of the “Nation-State.” That context involves me personally. As an anthropologist, as a post-modernist, as a “dual citizen” of two countries, as a folklorist, as a North American with a relatively salient European background, as a “citizen of the World,” and as a member of a community which has switched in part from a “nationalist” movement to other notions of statehood. Simply put: I sincerely think that the notion of a “Nation-State” is outdated and that it will (whether it should or not) give way to other social constructs.

A candidate to replace the conceptual apparatus of the “Nation-State” is both global and local, both post-modern and ancient: a glocal network of city-states (GNoCS).

Yes, I know, it sounds awkward. No, I’m not saying that things would necessarily be better in a post-national world. And I have no idea when this shift from the “nation-states” frame to a network of city-states may happen. But I sincerely think that it could happen. And that it could happen rather quickly.

Not that the shift would be so radical as to obliterate the notion of “nation-state” overnight. In this case, I’m closer to Foucault’s épistémè than to Kuhn’s paradigm. After all, while the “Democratic Nation-State” model is global, former social structures are still present around the Globe and the very notion of a “Nation-State” takes different values in different parts of the world. What I envision has less to do with the linear view of history than with a perspective in which different currents of social change interact with one another over time, evoking shifts in polarity for those who hold a binary perspective on social issues.

I started “working on” this post four months ago. I was just taking some notes in a blog draft, in view of a blogpost, instead of simply keeping general notes, as I tend to do. This post remained on my mind and I’ve been accumulating different threads which can connect to my basic idea. I now realize that this blogpost will be more of a placeholder for further thinking than a “milestone” in my reflection on the topic. My reluctance to publish this blog entry had as much to do with an idiosyncratic sense of prudence as with time-management or any other issue. In other words, I was wary of sticking my neck out. Which might explain why this post is so personal as compared to most of my posts in English.

As uninformed as I may seem of the minutiae of national era political science, I happen to think that there’s a lot of groupthink involved in the way several people describe political systems. For instance, there’s a strong tendency for certain people, journalists especially, to “count countries.” With relatively few exceptions (especially those which have to do with specific international institutions like the United Nations or the “G20”) the number of countries involved in an event only has superficial significance. Demographic discrepancies between these national entities, not tio mention a certain degree of diversity in their social structures or even government apparatus, makes “counting countries” appear quite misleading, especially when the issue has to do with, say, social dynamics or geography. It sounds at times like people have a vague “political map of the World” in their heads and that this image preempts other approaches to global diversity. This may sound like a defensive stance on my part, as I try to position myself as “perhaps crazy but not more than others are.” But the issue goes deeper. In fact, it seems that “countries” are so ingrained  in some people’s minds and political borders are so obvious that local and regional issues are perceived as micro-version of what happens at the “national level.” This image doesn’t seem so strange when we talk about partisan politics but it appears quite inappropriate when we talk about a broad range of other subjects, from epidemiology to climate change, from online communication to geology, from language to religion.

An initial spark in my thinking about several of these issues came during Beverly Stoeltje‘s interdisciplinary Ph.D. seminar on nationalism at Indiana University Bloomington, back in 2000. Not only was this seminar edifying on many levels, but it represented a kind of epiphany moment in my reflections on not only nationalism itself (with related issues of patriotism, colonialism, and citizenship) but on a range of social issues and changes.

My initial “realization” was on the significance of the shift from Groulx-style French-Canadian nationalism to what Lévesque called «souveraineté-association» (“sovereignty-association”) and which served as the basis for the Quebec sovereignty movement.

While this all connects to well-known issues in political science and while it may (again) sound exceedingly naïve, I mean it in a very specific way which, I think, many people who discuss Quebec’s political history may rarely visit. As with other shifts about which I think, I don’t envision the one from French-Canadian nationalism (FCN) to Quebec sovereignty movement (QSM) to be radical or complete. But it was significant and broad-reaching.

Regardless of Lévesque’s personal view on nationalism (a relatively recent television series on his life had it that he became anti-nationalist after a visit to concentration camps), the very idea that there may exist a social movement oriented toward sovereignty outside of the nationalist logic seems quite important to me personally. The fact that this movement may only be represented in partisan politics as nationalism complicates the issue and may explain a certain confusion in terms of the range of Quebec’s current social movements. In other words, the fact that anti-nationalists are consistently lumped together with nationalists in the public (and journalistic) eye makes it difficult to discuss post-nationalism in this part of the Globe.

But Quebec’s history is only central to my thinking because I was born and Montreal and grew up through the Quiet Revolution. My reflections on a post-national shift are hopefully broader than historical events in a tiny part of the Globe.

In fact, my initial attempt at drafting this blogpost came after I attended a talk by Satoshi Ikeda entitled The Global Financial Crisis and the End of Neoliberalism. (November 27, 2008, Concordia University, SGW H-1125-12; found thanks to Twistory). My main idea at this point was that part of the solution to global problems were local.

But I was also thinking about The Internet.

Contrary to what technological determinists tend to say, the ‘Net isn’t changing things as much as it is part of a broad set of changes. In other words, the global communication network we now know as the Internet is embedded in historical contexts, not the ultimate cause of History. At the risk of replacing technological determinism with social determinism, one might point out that the ‘Net existed (both technologically and institutionally) long before its use became widespread. Those of us who observed a large influx of people online during the early to mid-1990s might even think that social changes were more significant in making the ‘Net what it is today than any “immanent” feature of the network as it was in, say, 1991.

Still, my thinking about the ‘Net has to do with the post-national shift. The ‘Net won’t cause the shift to new social and political structures. But it’s likely to “play a part” in that shift, to be prominently places as we move into a post-national reality.

There’s a number of practical and legal issues with a wide range of online activities which make it clear that the ‘Net fits more in a global structure than in an “international” one. Examples I have in mind include issues of copyright, broadcast rights, “national content,” and access to information, not to mention the online setting for some grassroots movements and the notion of “Internet citizenry.” In all of these cases, “Globalization” expands much beyond trade and currency-based economy.

Then, there’s the notion of “glocalization.” Every time I use the term “glocal,” I point out how “ugly” it is. The term hasn’t gained any currency (AFAICT) but I keep thinking that the concept can generate something interesting. What I personally have in mind is a movement away from national structures into both a globally connected world and a more local significance. The whole “Think Local, Act Global” idea (which I mostly encountered as “Think Global, Drink Local” as a motto). “Despite” the ‘Net, location still matters. But many people are also global-looking.

All of this is part of the setup for some of my reflections on a GNoCS. A kind of prelude/prologue. While my basic idea is very much a “pie in the sky,” I do have more precise notions about what the future may look like and the conditions in which some social changes might happen. At this point, I realize that these thoughts will be part of future blogposts, including some which might be closer to science-fiction than to this type semi- (or pseudo-) scholarly rambling.

But I might still flesh out a few notes.

Demographically, cities may matter more now than ever as the majority of the Globe’s population is urban. At least, the continued urbanization trend may fit well with a city-focused post-national model.

Some metropolitan areas have become so large as to connect with one another, constituting a kind of urban continuum. Contrary to boundaries between “nation-states,” divisions between cities can be quite blurry. In fact, a same location can be connected to dispersed centres of activity and people living in the same place can participate in more than one local sphere. Rotterdam-Amsterdam, Tokyo-Kyoto, Boston-NYC…

Somewhat counterintuitvely, urban areas tend to work relatively as the source of solutions to problems in the natural environment. For instance, some mayors have taken a lead in terms of environmental initiatives, not waiting for their national governments. And such issues as public transportations represent core competencies for municipal governments.

While transborder political entities like the European Union (EU), the African Union (AU), and the North American Free-Trade Agreement (NAFTA) are enmeshed in the national logic, they fit well with notions of globalized decentralization. As the mayor of a small Swiss town was saying on the event of Switzerland’s official 700th anniversary, we can think about «l’Europe des régions» (“Europe of regions”), beyond national borders.

Speaking of Switzerland, the confederacy/confederation model fits rather well with a network structure, perhaps more than with the idea of a “nation-state.” It also seems to go well with some forms of participatory democracy (as opposed to representative democracy). Not to mean that Switzerland or any other confederation/confederacy works as a participatory democracy. But these notions can help situate this GNoCS.

While relatively rare and unimportant “on the World Stage,” micro-states and micro-nations represent interesting cases in view of post-nationalist entities. For one thing, they may help dispel the belief that any political apart from the “nation-state” is a “reversal” to feudalism or even (Greek) Antiquity. The very existence of those entities which are “the exceptions to the rule” make it possible to “think outside of the national box.”

Demographically at the opposite end of the spectrum from microstates and micronations, the notion of a China-India union (or even a collaboration between China, India, Brazil, and Russia) may sound crazy in the current state of national politics but it would go well with a restructuring of the Globe, especially if this “New World Order” goes beyond currency-based trade.

Speaking of currency, the notion of the International Monetary Fund having its own currency is quite striking as a sign of a major shift from the “nation-state” logic. Of course, the IMF is embedded in “national” structures, but it can shift the focus away from “individual countries.”

The very notion of “democracy” has been on many lips, over the years. Now may be the time to pay more than lipservice to a notion of “Global Democracy,” which would transcend national boundaries (and give equal rights to all people across the Globe). Chances are that representative democracy may still dominate but a network structure connecting a large number of localized entities can also fit in other systems including participatory democracy, consensus culture, republicanism, and even the models of relatively egalitarian systems that some cultural anthropologists have been constructing over the years.

I still have all sorts of notes about examples and issues related to this notion of a GNoCS. But that will do for now.

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.

Influence and Butterflies

Seems like “influence” is a key theme in social media, these days. An example among several others:

Influenceur, autorité, passeur de culture ou l’un de ces singes exubérants | Mario tout de go.

In that post, Mario Asselin brings together a number of notions which are at the centre of current discussions about social media. The core notion seems to be that “influence” replaces “authority” as a quality or skill some people have, more than others. Some people are “influencers” and, as such, they have a specific power over others. Such a notion seems to be widely held in social media and numerous services exist which are based on the notion that “influence” can be measured.

I don’t disagree. There’s something important, online, which can be called “influence” and which can be measured. To a large extent, it’s related to a large number of other concepts such as fame and readership, popularity and network centrality. There are significant differences between all of those concepts but they’re still related. They still depict “social power” which isn’t coercive but is the basis of an obvious stratification.

In some contexts, this is what people mean by “social capital.” I originally thought people meant something closer to Bourdieu but a fellow social scientist made me realise that people are probably using Putnam’s concept instead. I recently learnt that George W. Bush himself used “political capital” in a sense which is fairly similar to what most people seem to mean by “social capital.” Even in that context, “capital” is more specific than “influence.” But the core notion is the same.

To put it bluntly:

Some people are more “important” than others.

Social marketers are especially interested in such a notion. Marketing as a whole is about influence. Social marketing, because it allows for social groups to be relatively amorphous, opposes influence to authority. But influence maintains a connection with “top-down” approaches to marketing.

My own point would be that there’s another kind of influence which is difficult to pinpoint but which is highly significant in social networks: the social butterfly effect.

Yep, I’m still at it after more than three years. It’s even more relevant now than it was then. And I’m now able to describe it more clearly and define it more precisely.

The social butterfly effect is a social network analogue to the Edward Lorenz’s well-known “butterfly effect. ” As any analogy, this connection is partial but telling. Like Lorenz’s phrase, “social butterfly effect” is more meaningful than precise. One thing which makes the phrase more important for me is the connection with the notion of a “social butterfly,” which is both a characteristic I have been said to have and a concept I deem important in social science.

I define social butterflies as people who connect to diverse network clusters. Community enthusiast Christine Prefontaine defined social butterflies within (clustered) networks, but I think it’s useful to separate out network clusters. A social butterfly’s network is rather sparse as, on the whole, a small number of people in it have direct connections with one another. But given the topography of most social groups, there likely are clusters within that network. The social butterfly connects these clusters. When the social butterfly is the only node which can connect these clusters directly, her/his “influence” can be as strong as that of a central node in one of these clusters since s/he may be able to bring some new element from one cluster to another.

I like the notion of “repercussion” because it has an auditory sense and it resonates with all sorts of notions I think important without being too buzzwordy. For instance, as expressions like “ripple effect” and “domino effect” are frequently used, they sound like clichés. Obviously, so does “butterfly effect” but I like puns too much to abandon it. From a social perspective, the behaviour of a social butterfly has important “repercussions” in diverse social groups.

Since I define myself as a social butterfly, this all sounds self-serving. And I do pride myself in being a “connector.” Not only in generational terms (I dislike some generational metaphors). But in social terms. I’m rarely, if ever, central to any group. But I’m also especially good at serving as a contact between people from different groups.

Yay, me! 🙂

My thinking about the social butterfly effect isn’t an attempt to put myself on some kind of pedestal. Social butterflies typically don’t have much “power” or “prestige.” Our status is fluid/precarious. I enjoy being a social butterfly but I don’t think we’re better or even more important than anybody else. But I do think that social marketers and other people concerned with “influence” should take us into account.

I say all of this as a social scientist. Some parts of my description are personalized but I’m thinking about a broad stance “from society’s perspective.” In diverse contexts, including this blog, I have been using “sociocentric” in at least three distinct senses: class-based ethnocentrism, a special form of “altrocentrism,” and this “society-centred perspective.” These meanings are distinct enough that they imply homonyms. Social network analysis is typically “egocentric” (“ego-centred”) in that each individual is the centre of her/his own network. This “egocentricity” is both a characteristic of social networks in opposition to other social groups and a methodological issue. It specifically doesn’t imply egotism but it does imply a move away from pre-established social categories. In this sense, social network analysis isn’t “society-centred” and it’s one reason I put so much emphasis on social networks.

In the context of discussions of influence, however, there is a “society-centredness” which needs to be taken into account. The type of “influence” social marketers and others are so interested in relies on defined “spaces.” In some ways, if “so-and-so is influential,” s/he has influence within a specific space, sphere, or context, the boundaries of which may be difficult to define. For marketers, this can bring about the notion of a “market,” including in its regional and demographic senses. This seems to be the main reason for the importance of clusters but it also sounds like a way to recuperate older marketing concepts which seem outdated online.

A related point is the “vertical” dimension of this notion of “influence.” Whether or not it can be measured accurately, it implies some sort of scale. Some people are at the top of the scale, they’re influencers. Those at the bottom are the masses, since we take for granted that pyramids are the main models for social structure. To those of us who favour egalitarianism, there’s something unpalatable about this.

And I would say that online contacts tend toward some form of egalitarianism. To go back to one of my favourite buzzphrases, the notion of attention relates to reciprocity:

It’s an attention economy: you need to pay attention to get attention.

This is one thing journalism tends to “forget.” Relationships between journalists and “people” are asymmetrical. Before writing this post, I read Brian Storm’s commencement speech for the Mizzou J-School. While it does contain some interesting tidbits about the future of journalism, it positions journalists (in this case, recent graduates from an allegedly prestigious school of journalism) away from the masses. To oversimplify, journalists are constructed as those who capture people’s attention by the quality of their work, not by any two-way relationship. Though they rarely discuss this, journalists, especially those in mainstream media, typically perceive themselves as influencers.

Attention often has a temporal dimension which relates to journalism’s obsession with time. Journalists work in time-sensitive contexts, news are timely, audiences spend time with journalistic contents, and journalists fight for this audience time as a scarce resource, especially in connection to radio and television. Much of this likely has to do with the fact that journalism is intimately tied to advertising.

As I write this post, I hear on a radio talk show a short discussion about media coverage of Africa. The topic wakes up the africanist in me. The time devoted to Africa in almost any media outside of Africa is not only very limited but spent on very specific issues having to do with Africa. In mainstream media, Africa only “matters” when major problems occur. Even though most parts of Africa are peaceful and there many fabulously interesting things occuring throughout the continent, Africa is the “forgotten” continent.

A connection I perceive is that, regardless of any other factor, Africans are taken to not be “influential.” What makes this notion especially strange to an africanist is that influence tends to be a very important matter throughout the continent. Most Africans I know or have heard about have displayed a very nuanced and acute sense of “influence” to the extent that “power” often seems less relevant when working in Africa than different elements of influence. I know full well that, to outsiders to African studies, these claims may sound far-fetched. But there’s a lot to be said about the importance of social networks in Africa and this could help refine a number of notions that I have tagged in this post.

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.

iTunes Gift Card on Canadian App Store? (Updated)

GRRR! :-E

Disappointed by an iTunes gift card

 

[Update, December 27 8:55 pm: I received a reply from Apple:

Dear Alexandre,

Hello my name is Todd and i am happy to assist you. I understand that you would like a refund for your gift card that you purchased without knowing that you couldn’t purchase applications unfortunately i am unable to approve a refund because once a Gift Card has been redeemed, it no longer has any value. The store credit on the card has been completely transferred to the account it was redeemed to. I did some research and i came across this link where apple customers go and send feedback about issues they have experienced and I think you may find this informative.

http://discussions.apple.com/thread.jspa?threadID=1780613

Thank you Alexandre for choosing iTunes Store and have a great day.

Sincerely,

Todd
iTunes Store Customer Support

please note: I work Thursday – Monday 7AM – 4PM CST

So it seems that the restriction is due to Canadian law. Which makes it even more surprising that none of the documentation available to users in the process of redeeming the code contains no mention of this restriction. I find Apple’s lack of attention to this issue a tad bit more troubling in context.]

I’m usually rather levelheaded and I don’t get angry that easily.

Apparently, iTunes gift cards can’t be used on the App Store portion of the Canadian version of the iTunes store. It seems that, in the US, gift cards can in fact be used on the App Store.

This is quite disappointing.

Because of diverse international moves, I currently don’t have access to a valid credit card in my own name. During this time, I’ve noticed a few applications on the iTunes App Store that I would like to purchase but, since I didn’t have a credit card, I couldn’t purchase them. I do have a Canadian Paypal account but the Canadian iTunes doesn’t accept Paypal payments (while the US version of iTunes does). I thought that Paypal was able to provide temporary credit card numbers but it seems that I was mistaken.

So I thought about using an iTunes gift card.

And I started thinking about this as a gift to myself. Not exactly a reward for good behaviour but a “feel good” purchase. I don’t tend to be that much into consumerism but I thought an iTunes gift card would make sense.

So, today, I went to purchase an iTunes gift card for use on the App Store portion of the iTunes Store.

I felt quite good about it. The weather today is bad enough that we are advised to stay home unless necessary. There’s ice all over and the sidewalks are extremely slippery. But I felt good about going to a store to purchase an iTunes gift card. In a way, I was “earning” this card. Exercising a lot of caution, I went to a pharmacy which, I thought, would sell iTunes gift cards. I know that Jean Coutu sells them. Turns out that this smaller pharmacy doesn’t. So I was told to go to a «dépanneur» (convenience store) a bit further, which did have iTunes gift cards. Had I known, I would probably have gone to another convenience store: Laval, like other places in Quebec, has dépanneurs everywhere. Still, since that dépanneur was rather close and is one of the bigger ones in the neighbourhood, I thought I’d go to that one.

And I did find iTunes gift cards. Problem is, the only ones they had were 25$. I would have preferred a 15$ card since I only need a few dollars for the main purchase I want to make on the iTunes App Store. But, given the context, I thought I’d buy the 25$ card. This is pretty much as close as I can get to an “upsell” and I thought about it before doing it. It’s not an impulse purchase since I’ve been planning to get an iTunes gift card for weeks, if not months. But it’s more money than I thought I would spend on iTunes, for a while.

Coming back home, I felt quite good. Not exactly giddy, but I got something close to a slight “consumption rush.” I so irregularly do purchases like these that it was a unique occasion to partake into consumer culture.

As I was doing all this, I was listening to the latest episode of The Word Nerds which is about currency (both linguistic and monetary). It was very difficult to walk but it all felt quite fun. I wasn’t simply running an errand, I was being self-indulgent.

In fact, I went to get French fries at a local greasy spoon, known for its fries. It may be an extreme overstatement but a commenter on Google Maps calls this place “Best Restaurant in North America.” The place was built, very close to my childhood home, the year I was born. It was rebuilt during the year and now looks like a typical Quebec greasy spoon chain. But their fries are still as good as they were before. And since “self-indulgence” was the theme of my afteroon, it all seemed fitting.

Speaking of indulgence, what I wanted to purchase is a game: Enjoy Sudoku. I’ve been playing with the free “Enjoy Sudoku Daily” version for a while. This free version has a number of restrictions that the 2.99$ version doesn’t have. If I had had access to a credit card at the time, I would have purchased the “premium version” right away. And I do use the free version daily, so I’ve been giving this a fair bit of thought in the meantime.

So imagine my deception when, after redeeming my iTunes gift card, I noticed that I wasn’t able to purchase Enjoy Sudoku. The gift certificate amount shows up in iTunes but, when I try to purchase the game, I get a message saying that I need to change my payment information. I tried different things, including redeeming the card again (which obviously didn’t work). I tried with other applications, even though I didn’t really have a second one which I really wanted to buy. I read the fine print on the card itself, on the card’s packaging, and on the Apple website. Couldn’t find any explanation. Through Web searches, I notice that gift card purchases apparently work on the App Store portion of the US iTunes site. Of course, that web forum might be wrong, but it’d be surprising if somebody else hadn’t posted a message denying the possibility to use iTunes gift cards on App Store given the context (a well-known Mac site, a somewhat elaborate discussion, this habit of forum posters and bloggers to pinpoint any kind of issue with Apple or other corporations…).

The legal fine print on the Apple Canada website does have one sentence which could be interpreted to legally cover the restriction of applications from purchases made with the iTunes gift card:

Not all products may be available.

This type of catch-all phrasing is fairly common in legalese and I do understand that it protects Apple from liability over products which cannot be purchased with an iTunes gift card, for whatever reason. But no mention is made of which products might be unavailable for purchase with an iTunes gift card. In fact, the exact same terms are in the fine print for the US version of the iTunes store. While it makes a lot of sense to embed such a statement in legal fine print, making people pay direct attention to this statement may have negative consequences for Apple as it can sound as if iTunes gift cards are unreliable or insufficient.

I eventually found an iTunes FAQ on the Canadian version of Apple support which explicitly mentions this restriction:

What can I buy with an iTunes Gift Card or iTunes Gift Certificate?

iTunes Gift Cards and iTunes Gift Certificates can be used to purchase music, videos and audio books from the iTunes Store. iTunes Gift Cards and iTunes Gift Certificates may not be used on the Canadian store to purchase applications and games. iTunes Gift Cards and iTunes Gift Certificates are not accepted for online Apple Store purchases.

 

(Emphasis mine.)

As clear as can be. Had I known this, I would never have purchased this iTunes gift card. And I do accept this restriction, though it seems quite arbitrary. But I personally find it rather strange that a statement about this restriction is buried in the FAQ instead of being included on the card itself.

The US version of the same FAQ doesn’t mention applications:

What can I buy with an iTunes Gift Card or iTunes Gift Certificate?

iTunes Gift Cards and iTunes Gift Certificates can be used to purchase music, videos, TV shows, and audio books from the iTunes Store. At this time, iTunes Gift Cards and iTunes Gift Certificates are not accepted for online Apple Store purchases.

Since, as far as I know, iTunes gift cards can in fact be used to purchase applications, the omission is interesting. One might assume that application purchases are allowed “unless stated otherwise.” In fact, another difference between the two statements is quite intriguing: “At this time” iTunes Gift Cards are not accepted for online Apple Store purchases. While it may not mean anything about Apple Store purchases through iTunes cards in the future. But it does imply that they have been thinking about the possibility. As a significant part of Apple’s success has to do with its use of convenient payment systems, this “at this time” quote is rather intriguing.

So I feel rather dejected. Nothing extreme or tragic. But I feel at the same time disappointed and misled. I’ve had diverse experiences with Apple, in the past, some of which were almost epic. But this one is more frustrating, for a variety of reasons.

Sure, “it’s only 25$.” But I can do quite a lot with 25$. Yesterday, I bought two devices for just a bit more than this and I had been considering these purchases for a while. Altogether, the webcam, mouse, and Sudoku Daily were my holiday gifts to myself. Given my financial situation, these are not insignificant, in terms of money. I’ve had very positive experiences which cost much less than 25$, including some cost-free ones but also some reasonably-priced ones.

But it’s really not about the money. It’s partly about the principle: I hate being misled. When I do get misled by advertising, my attitude toward consumerism gets more negative. In this case, I get to think of Apple as representative of the flaws of consumerism. I’ve been a Mac geek since 1987 and I still enjoy Apple products. But I’m no Apple fanboy and occasions like these leave a surprisingly sour taste in my mouth.

The problem is compounded by the fact that Apple’s iTunes is a “closed ecosystem.” I listen respectfully to others who complain about Apple but I typically don’t have much of a problem with this lack of openness. Such a simple issue as not being able to use an iTunes gift card to purchase something on the iTunes App Store is enough to make me think about diverse disadvantages of the iTunes structure.

If it hadn’t been for the restrictive App Store, I could have purchased Enjoy Sudoku directly through Paypal. In fact, the developers already have a Paypal button for donations and I can assume that they’d be fine with selling the native application directly on their site. In the US, I could have purchased the application directly on iTunes with a US Paypal account. In this context, it now seems exceedingly strange that iTunes gift cards would not be usable on the iTunes App Store.

Which brings me back to a sore point with Apple: the company is frequently accused of “hating Canada.” Of course, the sentiment may be associated to Canadian jealousy over our neighbours in the United States. But Apple has done a number of things which have tended to anger Canadians. Perhaps the most obvious example was the fiasco over the Canadian iPhone as Rogers and Fido, Canada’s only cellphone providers for the iPhone, initially created such abusive plans that there was a very public outcry from people who wanted to purchase those cellphones. Rogers later changed its iPhone plans but the harm had been done. Apple may be seen as a victim, in this case, but the fiasco still gave credence to the notion that Apple hates Canada.

Yet this notion isn’t new. I personally remember diverse occasions through which Canadian users of Apple products had specific complaints about how we were treated. Much of the issues had to do with discrepancies over prices or problems with local customer support. And many of these were fairly isolated cases. But isolated incidents appear like a pattern to people if they’re burnt twice by the same flame.

Not that this means I’ll boycott Apple or that I’m likely to take part in one of those class action lawsuits which seem to “fall” on Apple with a certain regularity. But my opinion of Apple is much lower this afternoon than it has been in the past.

I’m sending the following to Apple Canada’s customer service (follow-up: 62621014). Not that I really expect a favourable resolution but I like to go on record about things like these.

I would like to either be credited 25$ for purchases on the App Store section of the iTunes store or reimbursed for this gift card.

I bought a 25$ iTunes gift card specifically to purchase applications on the App Store. The front of the card’s packaging says that I can use it “for music and more.” Nothing on the small print at the back of the packaging or on the card itself says that the card may not be used on the App Store. Even the legal terms of the card have no mention of this restriction:

http://www.apple.com/legal/itunes/ca/gifts.html

The only passage of that page which can be understood to cover this exception is the following:

Not all products may be available.

Bringing attention to this sentence may not be a very good strategy as it can imply that some music, videos, and audiobooks are also restricted.

The only explicit and direct mention of this restriction is here, in the support section of the site:

http://www.apple.com/ca/support/itunes/store/giftcard/

What can I buy with an iTunes Gift Card or iTunes Gift Certificate?

iTunes Gift Cards and iTunes Gift Certificates can be used to purchase music, videos and audio books from the iTunes Store. iTunes Gift Cards and iTunes Gift Certificates may not be used on the Canadian store to purchase applications and games.

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).

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…

My Problem With Journalism

I hate having an axe to grind. Really, I do. “It’s unlike me.” When I notice that I catch myself grinding an axe, I “get on my own case.” I can be quite harsh with my own self.

But I’ve been trained to voice my concerns. And I’ve been perceiving an important social problem for a while.

So I “can’t keep quiet about it.”

If everything goes really well, posting this blog entry might be liberating enough that I will no longer have any axe to grind. Even if it doesn’t go as well as I hope, it’ll be useful to keep this post around so that people can understand my position.

Because I don’t necessarily want people to agree with me. I mostly want them to understand “where I come from.”

So, here goes:

Journalism may have outlived its usefulness.

Like several other “-isms” (including nationalism, colonialism, imperialism, and racism) journalism is counterproductive in the current state of society.

This isn’t an ethical stance, though there are ethical positions which go with it. It’s a statement about the anachronic nature of journalism. As per functional analysis, everything in society needs a function if it is to be maintained. What has been known as journalism is now taking new functions. Eventually, “journalism as we know it” should, logically, make way for new forms.

What these new forms might be, I won’t elaborate in this post. I have multiple ideas, especially given well-publicised interests in social media. But this post isn’t about “the future of journalism.”

It’s about the end of journalism.

Or, at least, my looking forward to the end of journalism.

Now, I’m not saying that journalists are bad people and that they should just lose their jobs. I do think that those who were trained as journalists need to retool themselves, but this post isn’t not about that either.

It’s about an axe I’ve been grinding.

See, I can admit it, I’ve been making some rather negative comments about diverse behaviours and statements, by media people. It has even become a habit of mine to allow myself to comment on something a journalist has said, if I feel that there is an issue.

Yes, I know: journalists are people too, they deserve my respect.

And I do respect them, the same way I respect every human being. I just won’t give them the satisfaction of my putting them on a pedestal. In my mind, journalists are people: just like anybody else. They deserve no special treatment. And several of them have been arrogant enough that I can’t help turning their arrogance back to them.

Still, it’s not about journalist as people. It’s about journalism “as an occupation.” And as a system. An outdated system.

Speaking of dates, some context…

I was born in 1972 and, originally,I was quite taken by journalism.

By age twelve, I was pretty much a news junkie. Seriously! I was “consuming” a lot of media at that point. And I was “into” media. Mostly television and radio, with some print mixed in, as well as lots of literary work for context: this is when I first read French and Russian authors from the late 19th and early 20th centuries.

I kept thinking about what was happening in The World. Back in 1984, the Cold War was a major issue. To a French-Canadian tween, this mostly meant thinking about the fact that there were (allegedly) US and USSR “bombs pointed at us,” for reasons beyond our direct control.

“Caring about The World” also meant thinking about all sorts of problems happening across The Globe. Especially poverty, hunger, diseases, and wars. I distinctly remember caring about the famine in Ethiopia. And when We Are the World started playing everywhere, I felt like something was finally happening.

This was one of my first steps toward cynicism. And I’m happy it occured at age twelve because it allowed me to eventually “snap out of it.” Oh, sure, I can still be a cynic on occasion. But my cynicism is contextual. I’m not sure things would have been as happiness-inducing for me if it hadn’t been for that early start in cynicism.

Because, you see, The World disinterested itself quite rapidly with the plight of Ethiopians. I distinctly remember asking myself, after the media frenzy died out, what had happened to Ethiopians in the meantime. I’m sure there has been some report at the time claiming that the famine was over and that the situation was “back to normal.” But I didn’t hear anything about it, and I was looking. As a twelve-year-old French-Canadian with no access to a modem, I had no direct access to information about the situation in Ethiopia.

Ethiopia still remained as a symbol, to me, of an issue to be solved. It’s not the direct cause of my later becoming an africanist. But, come to think of it, there might be a connection, deeper down than I had been looking.

So, by the end of the Ethiopian famine of 1984-85, I was “losing my faith in” journalism.

I clearly haven’t gained a new faith in journalism. And it all makes me feel quite good, actually. I simply don’t need that kind of faith. I was already training myself to be a critical thinker. Sounds self-serving? Well, sorry. I’m just being honest. What’s a blog if the author isn’t honest and genuine?

Flash forward to 1991, when I started formal training in anthropology. The feeling was exhilarating. I finally felt like I belonged. My statement at the time was to the effect that “I wasn’t meant for anthropology: anthropology was meant for me!” And I was learning quite a bit about/from The World. At that point, it already did mean “The Whole Wide World,” even though my knowledge of that World was fairly limited. And it was a haven of critical thinking.

Ideal, I tell you. Moan all you want, it felt like the ideal place at the ideal time.

And, during the summer of 1993, it all happened: I learnt about the existence of the “Internet.” And it changed my life. Seriously, the ‘Net did have a large part to play in important changes in my life.

That event, my discovery of the ‘Net, also has a connection to journalism. The person who described the Internet to me was Kevin Tuite, one of my linguistic anthropology teachers at Université de Montréal. As far as I can remember, Kevin was mostly describing Usenet. But the potential for “relatively unmediated communication” was already a big selling point. Kevin talked about the fact that members of the Caucasian diaspora were able to use the Internet to discuss with their relatives and friends back in the Caucasus about issues pertaining to these independent republics after the fall of the USSR. All this while media coverage was sketchy at best (sounded like journalism still had a hard time coping with the new realities).

As you can imagine, I was more than intrigued and I applied for an account as soon as possible. In the meantime, I bought at 2400 baud modem, joined some local BBSes, and got to chat about the Internet with several friends, some of whom already had accounts. Got my first email account just before semester started, in August, 1993. I can still see traces of that account, but only since April, 1994 (I guess I wasn’t using my address in my signature before this). I’ve been an enthusiastic user of diverse Internet-based means of communication since then.

But coming back to journalism, specifically…

Journalism missed the switch.

During the past fifteen years, I’ve been amazed at how clueless members of mainstream media institutions have been to “the power of the Internet.” This was during Wired Magazine’s first year as a print magazine and we (some friends and I) were already commenting upon the fact that print journalists should look at what was coming. Eventually, they would need to adapt. “The Internet changes everything,” I thought.

No, I didn’t mean that the Internet would cause any of the significant changes that we have seeing around us. I tend to be against technological determinism (and other McLuhan tendencies). Not that I prefer sociological determinism yet I can’t help but think that, from ARPAnet to the current state of the Internet, most of the important changes have been primarily social: if the Internet became something, it’s because people are making it so, not because of some inexorable technological development.

My enthusiastic perspective on the Internet was largely motivated by the notion that it would allow people to go beyond the model from the journalism era. Honestly, I could see the end of “journalism as we knew it.” And I’m surprised, fifteen years later, that journalism has been among the slowest institutions to adapt.

In a sense, my main problem with journalism is that it maintains a very stratified structure which gives too much weight to the credibility of specific individuals. Editors and journalists, who are part of the “medium” in the old models of communication, have taken on a gatekeeping role despite the fact that they rarely are much more proficient thinkers than people who read them. “Gatekeepers” even constitute a “textbook case” in sociology, especially in conflict theory. Though I can easily perceive how “constructed” that gatekeeping model may be, I can easily relate to what it entails in terms of journalism.

There’s a type of arrogance embedded in journalistic self-perception: “we’re journalists/editors so we know better than you; you need us to process information for you.” Regardless of how much I may disagree with some of his words and actions, I take solace in the fact that Murdoch, a key figure in today’s mainstream media, talked directly at this arrogance. Of course, he might have been pandering. But the very fact that he can pay lip-service to journalistic arrogance is, in my mind, quite helpful.

I think the days of fully stratified gatekeeping (a “top-down approach” to information filtering) are over. Now that information is easily available and that knowledge is constructed socially, any “filtering” method can be distributed. I’m not really thinking of a “cream rises to the top” model. An analogy with water sources going through multiple layers of mountain rock would be more appropriate to a Swiss citizen such as myself. But the model I have in mind is more about what Bakhtin called “polyvocality” and what has become an ethical position on “giving voice to the other.” Journalism has taken voice away from people. I have in mind a distributed mode of knowledge construction which gives everyone enough voice to have long-distance effects.

At the risk of sounding too abstract (it’s actually very clear in my mind, but it requires a long description), it’s a blend of ideas like: the social butterfly effect, a post-encyclopedic world, and cultural awareness. All of these, in my mind, contribute to this heightened form of critical thinking away from which I feel journalism has led us.

The social butterfly effect is fairly easy to understand, especially now that social networks are so prominent. Basically, the “butterfly effect” from chaos theory applied to social networks. In this context, a “social butterfly” is a node in multiple networks of varying degrees of density and clustering. Because such a “social butterfly” can bring things (ideas, especially) from one such network to another, I argue that her or his ultimate influence (in agregate) is larger than that of someone who sits at the core of a highly clustered network. Yes, it’s related to “weak ties” and other network classics. But it’s a bit more specific, at least in my mind. In terms of journalism, the social butterfly effect implies that the way knowledge is constructed needs not come from a singular source or channel.

The “encyclopedic world” I have in mind is that of our good friends from the French Enlightenment: Diderot and the gang. At that time, there was a notion that the sum of all knowledge could be contained in the Encyclopédie. Of course, I’m simplifying. But such a notion is still discussed fairly frequently. The world in which we now live has clearly challenged this encyclopedic notion of exhaustiveness. Sure, certain people hold on to that notion. But it’s not taken for granted as “uncontroversial.” Actually, those who hold on to it tend to respond rather positively to the journalistic perspective on human events. As should be obvious, I think the days of that encyclopedic worldview are counted and that “journalism as we know it” will die at the same time. Though it seems to be built on an “encyclopedia” frame, Wikipedia clearly benefits from distributed model of knowledge management. In this sense, Wikipedia is less anachronistic than Britannica. Wikipedia also tends to be more insightful than Britannica.

The cultural awareness point may sound like an ethnographer’s pipe dream. But I perceive a clear connection between Globalization and a certain form of cultural awareness in information and knowledge management. This is probably where the Global Voices model can come in. One of the most useful representations of that model comes from a Chris Lydon’s Open Source conversation with Solana Larsen and Ethan Zuckerman. Simply put, I feel that this model challenges journalism’s ethnocentrism.

Obviously, I have many other things to say about journalism (as well as about its corrolate, nationalism).

But I do feel liberated already. So I’ll leave it at that.

Blogging Academe

LibriVox founder and Montreal geek Hugh McGuire recently posted a blog entry in which he gave a series of nine arguments for academics to blog:

Why Academics Should Blog

Hugh’s post reminded me of one of my favourite blogposts by an academic, a pointed defence of blogging by Mark Liberman, of Language Log fame.
Raising standards –by lowering them

While I do agree with Hugh’s points, I would like to reframe and rephrase them.

Clearly, I’m enthusiastic about blogging. Not that I think every academic should, needs to, ought to blog. But I do see clear benefits of blogging in academic contexts.

Academics do a number of different things, from search committees to academic advising. Here, I focus on three main dimensions of an academic’s life: research, teaching, and community outreach. Other items in a professor’s job description may benefit from blogging but these three main components tend to be rather prominent in terms of PTR (promotion, tenure, reappointment). What’s more, blogging can help integrate these dimensions of academic life in a single set of activities.

Impact

In relation to scholarship, the term “impact” often refers to the measurable effects of a scholar’s publication through a specific field. “Citation impact,” for instance, refers to the number of times a given journal article has been cited by other scholars. This kind of measurement is directly linked to Google’s PageRank algorithm which is used to assess the relevance of their search results. The very concept of “citation impact” relates very directly to the “publish or perish” system which, I would argue, does more to increase stress levels among full-time academic than to enhance scholarship. As such, it may need some rethinking. What does “citation impact” really measure? Is the most frequently cited text on a given subject necessarily the most relevant? Isn’t there a clustering effect, with some small groups of well-known scholars citing one another without paying attention to whatever else may happen in their field, especially in other languages?

An advantage of blogging is that this type of impact is easy to monitor. Most blogging platforms have specific features for “statistics,” which let bloggers see which of their posts have been visited (“hit”) most frequently. More sophisticated analysis is available on some blogging platforms, especially on paid ones. These are meant to help bloggers monetize their blogs through advertising. But the same features can be quite useful to an academic who wants to see which blog entries seem to attract the most traffic.

Closer to “citation impact” is the fact that links to a given post are visible within that post through the ping and trackback systems. If another blogger links to this very blogpost, a link to that second blogger’s post will appear under mine as a link. In other words, a blogpost can embed future references.

In terms of teaching, thinking about impact through blogging can also have interesting effects. If students are blogging, they can cite and link to diverse items and these connections can serve as a representation of the constructive character of learning. But even if students don’t blog, a teacher blogging course-related material can increase the visibility of that course. In some cases, this visibility may lead to inter-institutional collaboration or increased enrollment.

Transparency

While secrecy may be essential in some academic projects, most academics tend to adopt a favourable attitude toward transparency. Academia is about sharing information and spreading knowledge, not about protecting information or about limiting knowledge to a select few.

Bloggers typically value transparency.

There are several ethical issues which relate to transparency. Some ethical principles prevent transparency (for instance, most research projects involving “human subjects” require anonymity). But academic ethics typically go with increased transparency on the part of the researcher. For instance, informed consent by a “human subject” requires complete disclosure of how the data will be used and protected. There are usually requirements for the primary investigator to be reachable during the research project.

Transparency is also valuable in teaching. While some things should probably remain secret (say, answers to exam questions), easy access to a number of documents makes a lot of sense in learning contexts.

Public Intellectuals

It seems that the term “intellectual” gained currency as a label for individuals engaged in public debates. While public engagement has taken a different type of significance, over the years, but the responsibility for intellectuals to communicate publicly is still a matter of interest.

Through blogging, anyone can engage in public debate, discourse, or dialogue.

Reciprocity

Scholars working with “human subjects” often think about reciprocity. While remuneration may be the primary mode of retribution for participation in a research project, a broader concept of reciprocity is often at stake. Those who participated in the project usually have a “right to know” about the results of that study. Even when it isn’t the case and the results of the study remain secret, the asymmetry of human subjects revealing something about themselves to scholars who reveal nothing seems to clash with fundamental principles in contemporary academia.

Reciprocity in teaching can lead directly to some important constructivist principles. The roles of learners and teachers, while not completely interchangeable, are reciprocal. A teacher may learn and a learner may teach.

Playing with Concepts

Blogging makes it easy to try concepts out. More than “thinking out loud,” the type of blogging activity I’m thinking about can serve as a way to “put ideas on paper” (without actual paper) and eventually get feedback on those ideas.

In my experience, microblogging (Identi.ca, Twitter…) has been more efficient than extended blogging in terms of getting conceptual feedback. In fact, social networks (Facebook, more specifically) have been even more conducive to hashing out concepts.

Many academics do hash concepts out with students, especially with graduate students. The advantage is that students are likely to understand concepts quickly as they already share some of the same references as the academic who is playing with those concepts. There’s already a context for mutual understanding. The disadvantage is that a classroom context is fairly narrow to really try out the implications of a concept.

A method I like to use is to use fairly catchy phrases and leave concepts fairly raw, at first. I then try the same concept in diverse contexts, on my blogs or off.

The main example I have in mind is the “social butterfly effect.” It may sound silly at first but I find it can be a basis for discussion, especially if it spreads a bit.

A subpoint, here, is that this method allows for “gauging interest” in new concepts and it can often lead one in completely new directions. By blogging about concepts, an academic can tell if this concept has a chance to stick in a broad frame (outside the Ivory Tower) and may be given insight from outside disciplines.

Playing with Writing

This one probably applies more to “junior academics” (including students) but it can also work with established academics who enjoy diversifying their writing styles. Simply put: blogwriting is writing practise.

A common idea, in cognitive research on expertise, is that it takes about ten thousand hours to become an expert. For better or worse, academics are experts at writing. And we gain that expertise through practise. In this context, it’s easy to see blogging as a “writing exercise.” At least, that would be a perspective to which I can relate.

My impression is that writing skills are most efficiently acquired through practise. The type of practise I have in mind is “low-stakes,” in the sense that the outcomes of a writing exercise are relatively inconsequential. The basis for this perspective is that self-consciousness, inhibition, and self-censorship tend to get in the way of fluid writing. High-stakes writing (such as graded assignments) can make a lot of sense at several stages in the learning process, but overemphasis on evaluating someone’s writing skills will likely stress out the writer more than make her/him motivated to write.

This impression is to a large extent personal. I readily notice that when I get too self-conscious about my own writing (self-unconscious, even), my writing becomes much less fluid. In fact, because writing about writing tends to make one self-conscious, my writing this post is much less efficient than my usual writing sessions.

In my mind, there’s a cognitive basis to this form of low-stakes, casual writing. As with language acquisition, learning occurs whether or not we’re corrected. According to most research in language acquisition, children acquire their native languages through exposure, not through a formal learning process. My guess is that the same apply to writing.

In some ways, this is a defence of drafts. “Draft out your ideas without overthinking what might be wrong about your writing.” Useful advice, at least in my experience. The further point is to do something with those drafts, the basis for the RERO principle: “release your text in the wild, even if it may not correspond to your standards.” Every text is a work in progress. Especially in a context where you’re likely to get feedback (i.e., blogging). Trial and error, with a feedback mechanism. In my experience, feedback on writing tends to be given in a thoughtful and subtle fashion while feedback on ideas can be quite harsh.

The notion of writing styles is relevant, here. Some of Hugh’s arguments about the need for blogging in academia revolve around the notion that “academics are bad writers.” My position is that academics are expert writers but that academic writing is a very specific beast. Hugh’s writing standards might clash with typical writing habits among academics (which often include neologisms and convoluted metaphors). Are Hugh’s standards appropriate in terms of academic writing? Possibly, but why then are academic texts rating so low on writing standards after having been reviewed by peers and heavily edited? The relativist’s answer is, to me, much more convincing: academic texts are typically judged through standards which are context-specific. Judging academic writing with outside standards is like judging French writing with English standards (or judging prose through the standards of classic poetry).

Still, there’s something to be said about readability. Especially when these texts are to be used outside academia. Much academic writing is meant to remain within the walls of the Ivory Tower yet most academic disciplines benefit from some interaction with “the general public.” Though it may not be taught in universities and colleges, the skill of writing for a broader public is quite valuable. In fact, it may easily be transferable to teaching, especially if students come from other disciplines. Furthermore, writing outside one’s discipline is required in any type of interdisciplinary context, including project proposals for funding agencies.

No specific writing style is implied in blogging. A blogger can use whatever style she/he chooses for her/his posts. At the same time, blogging tends to encourage writing which is broadly readable and makes regular use of hyperlinks to connect to further information. In my opinion, this type of writing is a quite appropriate one in which academics can extend their skills.

“Public Review”

Much of the preceding connects with peer review, which was the basis of Mark Liberman’s post.

In academia’s recent history, “peer reviewed publications” have become the hallmark of scholarly writing. Yet, as Steve McIntyre claims, the current state of academic peer review may not be as efficient at ensuring scholarly quality as its proponents claim it to be. As opposed to financial auditing, for instance, peer review implies very limited assessment based on data. And I would add that the very notion of “peer” could be assessed more carefully in such a context.

Overall, peer review seems to be relatively inefficient as a “reality check.” This might sound like a bold claim and I should provide data to support it. But I mostly want to provoke some thought as to what the peer review process really implies. This is not about reinventing the wheel but it is about making sure we question assumptions about the process.

Blogging implies public scrutiny. This directly relates to transparency, discussed above. But there is also the notion of giving the public the chance to engage with the outcomes of academic research. Sure, the general public sounds like a dangerous place to propose some ideas (especially if they have to do with health or national security). But we may give some thought to Linus’s law and think about the value of “crowdsourcing” academic falsification.

Food for Thought

There’s a lot more I want to add but I should heed my call to RERO. Otherwise, this post will remain in my draft posts for an indefinite period of time, gathering dust and not allowing any timely discussion. Perhaps more than at any other point, I would be grateful for any thoughtful comment about academic blogging.

In fact, I will post this blog entry “as is,” without careful proofreading. Hopefully, it will be the start of a discussion.

I will “send you off” with a few links related to blogging in academic contexts, followed by Hugh’s list of arguments.

Links on Academic Blogging

(With an Anthropological emphasis)

• via Wednesday Round Up #36 « Neuroanthropology
• via The Atlantic Online | November 2008 | Why I Blog | Andrew Sullivan
• via antropologi.info – Social and cultural anthropology in the news blog antropologi.info – anthropology in the news (new) – George Marcus: “Journals? Who cares?”
• via How to blog, get tenure and prosper: Starting the blog | john hawks weblog
• via working through divides « another anthro blog
• via George Marcus: “No New Ideas” (2.0) & the After-Life of Anthropology (1.1) « OPEN ANTHROPOLOGY
• via Anthropology’s Many Deaths and the Birth of World Anthropologies (1.4) « OPEN ANTHROPOLOGY

Hugh’s List

1. You need to improve your writing
2. Some of your ideas are dumb
3. The point of academia is to expand knowledge
4. Blogging expands your readership
5. Blogging protects and promotes your ideas
6. Blogging is Reputation
7. Linking is better than footnotes
8. Journals and blogs can (and should) coexist
9. What have journals done for you lately?