Category Archives: geek crowd

Wearable Hub: Getting the Ball Rolling

Statement

After years of hype, wearable devices are happening. What wearable computing lacks is a way to integrate devices into a broader system.

Disclaimer/Disclosure/Warning

  • For the past two months or so, I’ve been taking notes about this “wearable hub” idea (started around CES’s time, as wearable devices like the Pebble and Google Glass were discussed with more intensity). At this point, I have over 3000 words in notes, which probably means that I’d have enough material for a long essay. This post is just a way to release a few ideas and to “think aloud” about what wearables may mean.
  • Some of these notes have to do with the fact that I started using a few wearable devices to monitor my activities, after a health issue pushed me to start doing some exercise.
  • I’m not a technologist nor do I play one on this blog. I’m primarily an ethnographer, with diverse interests in technology and its implications for human beings. I do research on technological appropriation and some of the course I teach relate to the social dimensions of technology. Some of the approaches to technology that I discuss in those courses relate to constructionism and Actor-Network Theory.
  • I consider myself a “geek ethnographer” in the sense that I take part in geek culture (and have come out as a geek) but I’m also an outsider to geekdom.
  • Contrary to the likes of McLuhan, Carr, and Morozov, my perspective on technology and society is non-deterministic. The way I use them, “implication” and “affordance” aren’t about causal effects or, even, about direct connections. I’m not saying that society is causing technology to appear nor am I proposing a line from tools to social impacts. Technology and society are in a complex system.
  • Further, my approach isn’t predictive. I’m not saying what will happen based on technological advances nor am I saying what technology will appear. I’m thinking about the meaning of technology in an intersubjective way.
  • My personal attitude on tools and gadgets is rather ambivalent. This becomes clear as I go back and forth between techno-enthusiastic contexts (where I can almost appear like a Luddite) and techno-skeptical contexts (where some might label me as a gadget freak). I integrate a number of tools in my life but I can be quite wary about them.
  • I’m not wedded to the ideas I’m putting forth, here. They’re just broad musings of what might be. More than anything, I hope to generate thoughtful discussion. That’s why I start this post with a broad statement (not my usual style).
  • Of course, I know that other people have had similar ideas and I know that a concept of “wearable hub” already exists. It’s obvious enough that it’s one of these things which can be invented independently.

From Wearables to Hubs

Back in the 1990s, “wearable computing” became something of a futuristic buzzword, often having to do with articles of clothing. There have been many experiments and prototypes converging on an idea that we would, one day, be able to wear something resembling a full computer. Meanwhile, “personal digital assistants” became something of a niche product and embedded systems became an important dimension of car manufacturing.

Fast-forward to 2007, when a significant shift in the use of smartphones occurred. Smartphones existed before that time, but their usages, meanings, and positions in the public discourse changed quite radically around the time of the iPhone’s release. Not that the iPhone itself “caused a smartphone revolution” or that smartphone adoption suddenly reached a “tipping point”. I conceive of this shift as a complex interplay between society and tools. Not only more Kuhn than Popper, but more Latour than Kurzweil.

Smartphones, it may be argued, “happened”.

Without being described as “wearable devices”, smartphones started playing some of the functions people might have assigned to wearable devices. The move was subtle enough that Limor Fried recently described it as a realization she’s been having. Some tech enthusiasts may be designing location-aware purses and heads-up displays in the form of glasses. Smartphones are already doing a lot of the things wearables were supposed to do. Many people “wear” smartphones at most times during their waking lives and these Internet-connected devices are full of sensors. With the proliferation of cases, one might even perceive some of them as fashion accessories, like watches and sunglasses.

Where smartphones become more interesting, in terms of wearable computing, is as de facto wearable hubs.

My Wearable Devices

Which brings me to mention the four sensors I’ve been using more extensively during the past two months:

Yes, these all have to do with fitness (and there’s quite a bit of overlap between them). And, yes, I started using them a few days after the New Year. But it’s not about holiday gifts or New Year’s resolutions. I’ve had some of these devices for a while and decided to use them after consulting with a physician about hypertension. Not only have they helped me quite a bit in solving some health issues, but these devices got me to think.

(I carry several other things with me at most times. Some of my favourites include Tenqa REMXD Bluetooth headphones and the LiveScribe echo smartpen.)

One aspect is that they’re all about the so-called “quantified self”. As a qualitative researcher, I tend to be skeptical of quants. In this case, though, the stats I’m collecting about myself fit with my qualitative approach. Along with quantitative data from these devices, I’ve started collecting qualitative data about my life. The next step is to integrate all those data points automatically.

These sensors are also connected to “gamification”, a tendency I find worrisome, preferring playfulness. Though game mechanics are applied to the use of these sensors, I choose to rely on my intrinsic motivation, not paying much attention to scores and badges.

But the part which pushed me to start taking the most notes was that all these sensors connect with my iOS ()and Android) devices. And this is where the “wearable hub” comes into play. None of these devices is autonomous. They’re all part of my personal “arsenal”, the equipment I have on my me on most occasions. Though there are many similarities between them, they still serve different purposes, which are much more limited than those “wearable computers” might have been expected to serve. Without a central device serving as a type of “hub”, these sensors wouldn’t be very useful. This “hub” needs not be a smartphone, despite the fact that, by default, smartphones are taken to be the key piece in this kind of setup.

In my personal scenario, I do use a smartphone as a hub. But I also use tablets. And I could easily use an existing device of another type (say, an iPod touch), or even a new type of device meant to serve as a wearable hub. Smartphones’ “hub” affordances aren’t exclusive.

From Digital Hub to Wearable Hub

Most of the devices which would likely serve as hubs for wearable sensors can be described as “Post-PC”. They’re clearly “personal” and they’re arguably “computers”. Yet they’re significantly different from the “Personal Computers” which have been so important at the end of last century (desktop and laptop computers not used as servers, regardless of the OS they run).

Wearability is a key point, here. But it’s not just a matter of weight or form factor. A wearable hub needs to be wireless in at least two important ways: independent from a power source and connected to other devices through radio waves. The fact that they’re worn at all times also implies a certain degree of integration with other things carried throughout the day (wallets, purses, backpacks, pockets…). These devices may also be more “personal” than PCs because they may be more apparent and more amenable to customization than PCs.

Smartphones fit the bill as wearable hubs. Their form factors and battery life make them wearable enough. Bluetooth (or ANT+, Nike+, etc.) has been used to pair them wirelessly with sensors. Their connectivity to GPS and cellular networking as well as their audio and visual i/o can have interesting uses (mapping a walk, data updates during a commute, voice feedback…). And though they’re far from ubiquitous, smartphones have become quite common in key markets.

Part of the reason I keep thinking about “hubs” has to do with comments made in 2001 by then Apple CEO Steve Jobs about the “digital lifestyle” age in “PC evolution” (video of Jobs’s presentation; as an anthropologist, I’ll refrain from commenting on the evolutionary analogies):

We believe the PC, or more… importantly, the Mac can become the “digital hub” of our emerging digital lifestyle, with the ability to add tremendous value to … other digital devices.

… like camcorders, portable media players, cellphones, digital cameras, handheld organizers, etc. (Though they weren’t mentioned, other peripherals like printers and webcams also connect to PCs.)

The PC was thus going to serve as a hub, “not only adding value to these devices but interconnecting them, as well”.

At the time, key PC affordances which distinguished them from those other digital devices:

  • Big screen affording more complex user interfaces
  • Large, inexpensive hard disk storage
  • Burning DVDs and CDs
  • Internet connectivity, especially broadband
  • Running complex applications (including media processing software like the iLife suite)

Though Jobs pinpointed iLife applications as the basis for this “digital hub” vision, it sounds like FireWire was meant to be an even more important part of this vision. Of course, USB has supplanted FireWire in most use cases. It’s interesting, then, to notice that Apple only recently started shipping Macs with USB 3. In fact, DVD burning is absent from recent Macs. In 2001, the Mac might have been at the forefront of this “digital lifestyle” age. In 2013, the Mac has moved away from its role as “digital hub”.

In the meantime, the iPhone has become one of the best known examples of what I’m calling “wearable hubs”. It has a small screen and small, expensive storage (by today’s standards). It also can’t burn DVDs. But it does have nearly-ubiquitous Internet connectivity and can run fairly complex applications, some of which are adapted from the iLife suite. And though it does have wired connectivity (through Lightning or the “dock connector”), its main hub affordances have to do with Bluetooth.

It’s interesting to note that the same Steve Jobs, who used the “digital hub” concept to explain that the PC wasn’t dead in 2001, is partly responsible for popularizing the concept of “post-PC devices” six years later. One might perceive hypocrisy in this much delayed apparent flip-flop. On the other hand, Steve Jobs’s 2007 comments (video) were somewhat nuanced, as to the role of post-PC devices. What’s more interesting, though, is to think about the implications of the shift between two views of digital devices, regardless of Apple’s position through that shift.

Some post-PC devices (including the iPhone, until quite recently) do require a connection to a PC. In this sense, a smartphone might maintain its position with regards to the PC as digital hub. Yet, some of those devices are used independently of PCs, including by some people who never owned PCs.

Post-Smartphone Hubs

It’s possible to imagine a wearable hub outside of the smartphone (and tablet) paradigm. While smartphones are a convenient way to interconnect wearables, their hub-related affordances still sound limited: they lack large displays and their storage space is quite expensive. Their battery life may also be something to consider in terms of serving as hubs. Their form factors make some sense, when functioning as phones. Yet they have little to do with their use as hubs.

Part of the realization, for me, came from the fact that I’ve been using a tablet as something of an untethered hub. Since I use Bluetooth headphones, I can listen to podcasts and music while my tablet is in my backpack without being entangled in a cable. Sounds trivial but it’s one of these affordances I find quite significant. Delegating music playing functions to my tablet relates in part to battery life and use of storage. The tablet’s display has no importance in this scenario. In fact, given some communication between devices, my smartphone could serve as a display for my tablet. So could a “smartwatch” or “smartglasses”.

The Body Hub

Which led me to think about other devices which would work as wearable hubs. I originally thought about backpackable and pocketable devices.

But a friend had a more striking idea:

Under Armour’s Recharge Energy Suit may be an extreme version of this, one which would fit nicely among things Cathi Bond likes to discuss with Nora Young on The Sniffer. Nora herself has been discussing wearables on her blog as well as on her radio show. Sure, part of this concept is quite futuristic. But a sensor mesh undershirt is a neat idea for several reasons.

  • It’s easy to think of various sensors it may contain.
  • Given its surface area, it could hold enough battery power to supplement other devices.
  • It can be quite comfortable in cold weather and might even help diffuse heat in warmer climates.
  • Though wearable, it needs not be visible.
  • Thieves would probably have a hard time stealing it.
  • Vibration and haptic feedback on the body can open interesting possibilities.

Not that it’s the perfect digital hub and I’m sure there are multiple objections to a connected undershirt (including issues with radio signals). But I find the idea rather fun to think, partly because it’s so far away from the use of phones, glasses, and watches as smart devices.

Another thing I find neat, and it may partly be a coincidence, is the very notion of a “mesh”.

The Wearable Mesh

Mesh networking is a neat concept, which generates more hype than practical uses. As an alternative to WiFi access points and cellular connectivity, it’s unclear that it may “take the world by storm”. But as a way to connect personal devices, it might have some potential. After all, as Bernard Benhamou recently pointed out on France Culture’s Place de la toile, the Internet of Things may not require always-on full-bandwith connectivity. Typically, wearable sensors use fairly little bandwidth or only use it for limited amounts of time. A wearable mesh could connect wearable devices to one another while also exchanging data through the Internet itself.

Or with local devices. Smart cities, near field communication, and digital appliances occupy interesting positions among widely-discussed tendencies in the tech world. They may all have something to do with wearable devices. For instance, data exchanged between transit systems and their users could go through wearable devices. And while mobile payment systems can work through smartphones and other cellphones, wallet functions can also be fulfilled by other wearable devices.

Alternative Futures

Which might provide an appropriate segue into the ambivalence I feel toward the “wearable hub” concept I’m describing. Though I propose these ideas as if I were enthusiastic about them, they all give me pause. As a big fan of critical thinking, I like to think about “what might be” to generate questions and discussions exposing a diversity of viewpoints about the future.

Mass media discussions about these issues tend to focus on such things as privacy, availability, norms, and usefulness. Google Glass has generated quite a bit of buzz about all four. Other wearables may mainly raise issues for one or two of these broad dimensions. But the broad domain of wearable computing raises a lot more issues.

Technology enthusiasts enjoy discussing issues through the dualism between dystopia and utopia. An obvious issue with this dualism is that humans disagree about the two categories. Simply put, one person’s dystopia can be another person’s utopia, not to mention the nuanced views of people who see complex relationships between values and social change.

In such a context, a sociologist’s reflex may be to ask about the implications of these diverse values and opinions. For instance:

  • How do people construct these values?
  • Who decides which values are more important?
  • How might social groups cope with changes in values?

Discussing these issues and more, in a broad frame, might be quite useful. Some of the trickiest issues are raised after some changes in technology have already happened. From writing to cars, any technological context has unexpected implications. An ecological view of these implications could broaden the discussion.

I tend to like the concept of the “drift-off moment”, during which listeners (or readers) start thinking about the possibilities afforded a new tool (or concept). In the context of a sales pitch, the idea is that these possibilities are positive, a potential buyer is thinking about the ways she might use a newfangled device. But I also like the deeper process of thinking about all sorts of implications, regardless of their value.

So…

What might be the implications of a wearable hub?

Energized by Bret Victor

Just watched Bret Victor’s powerful video:

Inventing on Principle | CUSEC

Simply put, watching it was a lifechanging moment, for me.

In some ways, Victor’s talk was deeply philosophical, though it’s easy to assess it as a demonstration about software engineering. It was delivered (here in Montreal) at a software engineering conference and Victor masterfully adapted his talk to a software engineering audience.

But, more than Hofstadter “philosophy book, disguised as a book of entertainment, disguised as a book of instruction” (that I consider to be a computer science book disguised as semi-academic nonfiction), Victor’s talk is a call to action disguised as a talk on software engineering. It makes a profound philosophical statement using software engineering as a launching point. In other words, it may have had more of an impact on me (as an ethnographer and a teacher, but also as a human being) than it may have had on software engineers who were present.

Quite a feat for something which seems to have had a significant impact on some software engineers.

This impact relates to how I got to Bret Victor’s presentation…

I follow John Gruber’s Daring Fireball blog. On Monday, he had a short link post about Bret Victor:

Astoundingly insightful and inspiring essay by Bret Victor. One of the most thought-provoking pieces I’ve read in a long time.

That insightful essay is on Learnable Programming.

Its starting point is a response to Khan Academy’s use of his work. In that sense, it’s a levelheaded but rather negative review of what the Khan folks did. As such, I associate it with critiques from science teachers. For instance:

Khan Academy and the Effectiveness of Science Videos | Action-Reaction

Started reading that post but context was missing, for me. Wasn’t able to really hang on to it. I then decided to look at that post in which Victor was cited.

John Resig – Redefining the Introduction to Computer Science

Victor’s impact on software engineering is clear in that post, as Resig describes a shift in his thinking after watching Victor’s thought. But the shift was based on a few elements of Victor’s talk, not on the main ideas behind it. At least, that’s what I get after watching Victor’s presentation.

Of course, I may be wrong. In fact, my reaction to Victor’s talk may be based on all sorts of other things. Maybe I’m putting into it all sorts of things which weren’t there originally. If so, that’s a sign of something powerful.

And, again, watching it was a powerful moment.

I know… that sounds big. But it’s one of those triggering moments, I feel, when things are connecting in interesting ways. In fact, I’m comparing it to another lifechanging moment I had four years ago and which became the basis of my “Happiness Anniversary”.

What happened that time is a larger set of things, but one specific point connects that date with Victor’s presentation. Four years ago, I participated in a CTLS workshop by Janette Barrington called “Writing a Personally Meaningful Teaching Philosophy Statement”. That workshop was based in part on the Teaching Perspectives Inventory (TPI), which is where the connection with Bret Victor starts.

Here are the five perspectives identified by Daniel D. Pratt and John B. Collins (summary):

  • Transmission: Effective teaching requires a substantial commitment to the content or subject matter.
  • Apprenticeship: Effective teaching is a process of socializing students into new behavioral norms and ways of working.
  • Developmental: Effective teaching must be planned and conducted “from the learner’s point of view”.
  • Nurturing: Effective teaching assumes that long-term, hard, persistent effort to achieve comes from the heart, as well as the head.
  • Social Reform: Effective teaching seeks to change society in substantive ways.

(Unsurprisingly, my highest scores were for developmental and nurturing, followed by social reform. Transmission and apprenticeship were quite low, for me.)

During the workshop, participants were teamed up according to these results. I don’t remember the exact details, but the mix of perspectives in our four-person team was optimal. We were so compatible with each other that we went to the “performing” stage of Tuckman’s classical model in no time. Haven’t heard from any of the three women with whom I was working, but it was a powerful moment for me.

Something I’ve noticed within our team is the importance of “social reform”. Though I teach social sciences, I’m no activist, but I find myself to be quite compatible with activists. In a way, my nurturing/developmental perspective is in complementarity with activism. I do wish to enable people, regardless of their goals. And these goals are often guided by deep principles that I tend to associate with activism.

Something else I’ve noticed had to do with engineers. If I remember correctly, there was a team made up of engineering teachers. They also appeared to be quite effective in their approach. But they were also quite distinct from our team. This has nothing to do with stereotypes and I fully realize that these same individuals may be quite different from one another in other contexts. But, at least in this context, they had a common perspective which, I would say, was furthest away from social reform and much closer to transmission.

Victor’s talk is doing the reverse, with software engineering. Through his presentation, Bret Victor encouraged engineers to think about the worldchanging potential of their work instead of emphasizing mere transmission of information (e.g., how to do a binary search). Given the talk’s influence on some software engineers, I’d say that it was quite effective. Not on everyone, and I’m sure there are engineers who dismiss Bret Victor in whichever way. But I find something there.

And much of it has to do with complementarity. Victor insists in his talk that it’s not about forcing people to “follow his lead”. It’s about allowing these people to understand that their lives and work can have a strong basis in deep principles. Having spent a bit of time with RMS, a few years ago, I can feel the effects of such lives and work.

So, how did Bret Victor change my life? In some ways, it’s too early to tell. I’ve watched this video and started reaching out about it, including in a long email to people I think might be interested. That email served as a basis for this post.

But there are some things I’m noticing already, which is why I call the experience lifechanging:

  • I’m finding ways to connect different parts of my life. I teach social science to people with diverse orientations to learning, often with an emphasis on problem-solving. Victor gives me a way to link problem-solving and social reform, making it easier for me to accomplish my goals of enabling people’s own goals.
  • While I’m no activist, my goals probably do relate to a core principle, which I haven’t really articulated, yet. Enabling others to action, or tummeling, gets very close to it.
  • For quite a while, now, I’ve been thinking about the role of public intellectuals. It’s something of a common theme on this blog, and I’ve been thinking about it in new ways, lately. Victor’s presentation is an exquisite (!) example of what I think a public intellectual can do.
  • More personally, this talk made me realize that I’m not so blasé after all. Lately, I’ve had times during which I couldn’t get stimulation. In fact, watching Apple’s iPad mini keynote left me with a definitive meh feeling, as if the “reality distortion field” had been turned off. Bret Victor’s CUSEC talk had more of an effect on me than did any Apple keynote, including celebrated ones by Steve Jobs.

I now feel a sense of purpose.

What else can I ask from 54″ of my time?

Intimacy, Network Effect, Hype

Is “intimacy” a mere correlate of the network effect?

Can we use the network effect to explain what has been happening with Quora?

Is the Quora hype related to network effect?

I really don’t feel a need to justify my dislike of Quora. Oh, sure, I can explain it. At length. Even on Quora itself. And elsewhere. But I tend to sense some defensiveness on the part of Quora fans.

[Speaking of fans, I have blogposts on fanboism laying in my head, waiting to be hatched. Maybe this will be part of it.]

But the important point, to me, isn’t about whether or not I like Quora. It’s about what makes Quora so divisive. There are people who dislike it and there are some who defend it.

Originally, I was only hearing from contacts and friends who just looooved Quora. So I was having a “Ionesco moment”: why is it that seemingly “everyone” who uses it loves Quora when, to me, it represents such a move in the wrong direction? Is there something huge I’m missing? Or has that world gone crazy?

It was a surreal experience.

And while I’m all for surrealism, I get this strange feeling when I’m so unable to understand a situation. It’s partly a motivation for delving into the issue (I’m surely not the only ethnographer to get this). But it’s also unsettling.

And, for Quora at least, this phase seems to be over. I now think I have a good idea as to what makes for such a difference in people’s experiences with Quora.

It has to do with the network effect.

I’m sure some Quora fanbois will disagree, but it’s now such a clear picture in my mind that it gets me into the next phase. Which has little to do with Quora itself.

The “network effect” is the kind of notion which is so commonplace that few people bother explaining it outside of introductory courses (same thing with “group forming” in social psychology and sociology, or preferential marriage patterns in cultural anthropology). What someone might call (perhaps dismissively): “textbook stuff.”

I’m completely convinced that there’s a huge amount of research on the network effect, but I’m also guessing few people looking it up. And I’m accusing people, here. Ever since I first heard of it (in 1993, or so), I’ve rarely looked at explanations of it and I actually don’t care about the textbook version of the concept. And I won’t “look it up.” I’m more interested in diverse usage patterns related to the concept (I’m a linguistic anthropologist).

So, the version I first heard (at a time when the Internet was off most people’s radar) was something like: “in networked technology, you need critical mass for the tools to become truly useful. For instance, the telephone has no use if you’re the only one with one and it has only very limited use if you can only call a single person.” Simple to the point of being simplistic, but a useful reminder.

Over the years, I’ve heard and read diverse versions of that same concept, usually in more sophisticated form, but usually revolving around the same basic idea that there’s a positive effect associated with broader usage of some networked technology.

I’m sure specialists have explored every single implication of this core idea, but I’m not situating myself as a specialist of technological networks. I’m into social networks, which may or may not be associated with technology (however defined). There are social equivalents of the “network effect” and I know some people are passionate about those. But I find that it’s quite limiting to focus so exclusively on quantitative aspects of social networks. What’s so special about networks, in a social science perspective, isn’t scale. Social scientists are used to working with social groups at any scale and we’re quite aware of what might happen at different scales. But networks are fascinating because of different features they may have. We may gain a lot when we think of social networks as acephalous, boundless, fluid, nameless, indexical, and impactful. [I was actually lecturing about some of this in my "Intro to soci" course, yesterday...]

So, from my perspective, “network effect” is an interesting concept when talking about networked technology, in part because it relates to the social part of those networks (innovation happens mainly through technological adoption, not through mere “invention”). But it’s not really the kind of notion I’d visit regularly.

This case is somewhat different. I’m perceiving something rather obvious (and which is probably discussed extensively in research fields which have to do with networked technology) but which strikes me as missing from some discussions of social networking systems online. In a way, it’s so obvious that it’s kind of difficult to explain.

But what’s coming up in my mind has to do with a specific notion of “intimacy.” It’s actually something which has been on my mind for a while and it might still need to “bake” a bit longer before it can be shared properly. But, like other University of the Streets participants, I perceive the importance of sharing “half-baked thoughts.”

And, right now, I’m thinking of an anecdotal context which may get the point across.

Given my attendance policy, there are class meetings during which a rather large proportion of the class is missing. I tend to call this an “intimate setting,” though I’m aware that it may have different connotations to different people. From what I can observe, people in class get the point. The classroom setting is indeed changing significantly and it has to do with being more “intimate.”

Not that we’re necessarily closer to one another physically or intellectually. It needs not be a “bonding experience” for the situation to be interesting. And it doesn’t have much to do with “absolute numbers” (a classroom with 60 people is relatively intimate when the usual attendance is close to 100; a classroom with 30 people feels almost overwhelming when only 10 people were showing up previously). But there’s some interesting phenomenon going on when there are fewer people than usual, in a classroom.

Part of this phenomenon may relate to motivation. In some ways, one might expect that those who are attending at that point are the “most dedicated students” in the class. This might be a fairly reasonable assumption in the context of a snowstorm but it might not work so well in other contexts (say, when the incentive to “come to class” relates to extrinsic motivation). So, what’s interesting about the “intimate setting” isn’t necessarily that it brings together “better people.” It’s that something special goes on.

What’s going on, with the “intimate classroom,” can vary quite a bit. But there’s still “something special” about it. Even when it’s not a bonding experience, it’s still a shared experience. While “communities of practice” are fascinating, this is where I tend to care more about “communities of experience.” And, again, it doesn’t have much to do with scale and it may have relatively little to do with proximity (physical or intellectual). But it does have to do with cognition and communication. What is special with the “intimate classroom” has to do with shared assumptions.

Going back to Quora…

While an online service with any kind of network effect is still relatively new, there’s something related to the “intimate setting” going on. In other words, it seems like the initial phase of the network effect is the “intimacy” phase: the service has a “large enough userbase” to be useful (so, it’s achieved a first type of critical mass) but it’s still not so “large” as to be overwhelming.

During that phase, the service may feel to people like a very welcoming place. Everyone can be on a “first-name basis. ” High-status users mingle with others as if there weren’t any hierarchy. In this sense, it’s a bit like the liminal phase of a rite of passage, during which communitas is achieved.

This phase is a bit like the Golden Age for an online service with a significant “social dimension.” It’s the kind of time which may make people “wax nostalgic about the good ole days,” once it’s over. It’s the time before the BYT comes around.

Sure, there’s a network effect at stake.  You don’t achieve much of a “sense of belonging” by yourself. But, yet again, it’s not really a question of scale. You can feel a strong bond in a dyad and a team of three people can perform quite well. On the other hand, the cases about which I’m thinking are orders of magnitude beyond the so-called “Dunbar number” which seems to obsess so many people (outside of anthro, at least).

Here’s where it might get somewhat controversial (though similar things have been said about Quora): I’d argue that part of this “intimacy effect” has to do with a sense of “exclusivity.” I don’t mean this as the way people talk about “elitism” (though, again, there does seem to be explicit elitism involved in Quora’s case). It’s more about being part of a “select group of people.” About “being there at the time.” It can get very elitist, snobbish, and self-serving very fast. But it’s still about shared experiences and, more specifically, about the perceived boundedness of communities of experience.

We all know about early adopters, of course. And, as part of my interest in geek culture, I keep advocating for more social awareness in any approach to the adoption part of social media tools. But what I mean here isn’t about a “personality type” or about the “attributes of individual actors.” In fact, this is exactly a point at which the study of social networks starts deviating from traditional approaches to sociology. It’s about the special type of social group the “initial userbase” of such a service may represent.

From a broad perspective (as outsiders, say, or using the comparativist’s “etic perspective”), that userbase is likely to be rather homogeneous. Depending on the enrollment procedure for the service, the structure of the group may be a skewed version of an existing network structure. In other words, it’s quite likely that, during that phase, most of the people involved were already connected through other means. In Quora’s case, given the service’s pushy overeagerness on using Twitter and Facebook for recruitment, it sounds quite likely that many of the people who joined Quora could already be tied through either Twitter or Facebook.

Anecdotally, it’s certainly been my experience that the overwhelming majority of people who “follow me on Quora” have been part of my first degree on some social media tool in the recent past. In fact, one of my main reactions as I’ve been getting those notifications of Quora followers was: “here are people with whom I’ve been connected but with whom I haven’t had significant relationships.” In some cases, I was actually surprised that these people would “follow” me while it appeared like they actually weren’t interested in having any kind of meaningful interactions. To put it bluntly, it sometimes appeared as if people who had been “snubbing” me were suddenly interested in something about me. But that was just in the case of a few people I had unsuccessfully tried to engage in meaningful interactions and had given up thinking that we might not be that compatible as interlocutors. Overall, I was mostly surprised at seeing the quick uptake in my follower list, which doesn’t tend to correlate with meaningful interaction, in my experience.

Now that I understand more about the unthinking way new Quora users are adding people to their networks, my surprise has transformed into an additional annoyance with the service. In a way, it’s a repeat of the time (what was it? 2007?) when Facebook applications got their big push and we kept receiving those “app invites” because some “social media mar-ke-tors” had thought it wise to force people to “invite five friends to use the service.” To Facebook’s credit (more on this later, I hope), these pushy and thoughtless “invitations” are a thing of the past…on those services where people learnt a few lessons about social networks.

Perhaps interestingly, I’ve had a very similar experience with Scribd, at about the same time. I was receiving what seemed like a steady flow of notifications about people from my first degree online network connecting with me on Scribd, whether or not they had ever engaged in a meaningful interaction with me. As with Quora, my initial surprise quickly morphed into annoyance. I wasn’t using any service much and these meaningless connections made it much less likely that I would ever use these services to get in touch with new and interesting people. If most of the people who are connecting with me on Quora and Scribd are already in my first degree and if they tend to be people I have limited interactions, why would I use these services to expand the range of people with whom I want to have meaningful interactions? They’re already within range and they haven’t been very communicative (for whatever reason, I don’t actually assume they were consciously snubbing me). Investing in Quora for “networking purposes” seemed like a futile effort, for me.

Perhaps because I have a specific approach to “networking.”

In my networking activities, I don’t focus on either “quantity” or “quality” of the people involved. I seriously, genuinely, honestly find something worthwhile in anyone with whom I can eventually connect, so the “quality of the individuals” argument doesn’t work with me. And I’m seriously, genuinely, honestly not trying to sell myself on a large market, so the “quantity” issue is one which has almost no effect on me. Besides, I already have what I consider to be an amazing social network online, in terms of quality of interactions. Sure, people with whom I interact are simply amazing. Sure, the size of my first degree network on some services is “well above average.” But these things wouldn’t matter at all if I weren’t able to have meaningful interactions in these contexts. And, as it turns out, I’m lucky enough to be able to have very meaningful interactions in a large range of contexts, both offline and on. Part of it has to do with the fact that I’m teaching addict. Part of it has to do with the fact that I’m a papillon social (social butterfly). It may even have to do with a stage in my life, at which I still care about meeting new people but I don’t really need new people in my circle. Part of it makes me much less selective than most other people (I like to have new acquaintances) and part of it makes me more selective (I don’t need new “friends”). If it didn’t sound condescending, I’d say it has to do with maturity. But it’s not about my own maturity as a human being. It’s about the maturity of my first-degree network.

There are other people who are in an expansionist phase. For whatever reason (marketing and job searches are the best-known ones, but they’re really not the only ones), some people need to get more contacts and/or contacts with people who have some specific characteristics. For instance, there are social activists out there who need to connect to key decision-makers because they have a strong message to carry. And there are people who were isolated from most other people around them because of stigmatization who just need to meet non-judgmental people. These, to me, are fine goals for someone to expand her or his first-degree network.

Some of it may have to do with introversion. While extraversion is a “dominant trait” of mine, I care deeply about people who consider themselves introverts, even when they start using it as a divisive label. In fact, that’s part of the reason I think it’d be neat to hold a ShyCamp. There’s a whole lot of room for human connection without having to rely on devices of outgoingness.

So, there are people who may benefit from expansion of their first-degree network. In this context, the “network effect” matters in a specific way. And if I think about “network maturity” in this case, there’s no evaluation involved, contrary to what it may seem like.

As you may have noticed, I keep insisting on the fact that we’re talking about “first-degree network.” Part of the reason is that I was lecturing about a few key network concepts just yesterday so, getting people to understand the difference between “the network as a whole” (especially on an online service) and “a given person’s first-degree network” is important to me. But another part relates back to what I’m getting to realize about Quora and Scribd: the process of connecting through an online service may have as much to do with collapsing some degrees of separation than with “being part of the same network.” To use Granovetter’s well-known terms, it’s about transforming “weak ties” into “strong” ones.

And I specifically don’t mean it as a “quality of interaction.” What is at stake, on Quora and Scribd, seems to have little to do with creating stronger bonds. But they may want to create closer links, in terms of network topography. In a way, it’s a bit like getting introduced on LinkedIn (and it corresponds to what biz-minded people mean by “networking”): you care about having “access” to that person, but you don’t necessarily care about her or him, personally.

There’s some sense in using such an approach on “utilitarian networks” like professional or Q&A ones (LinkedIn does both). But there are diverse ways to implement this approach and, to me, Quora and Scribd do it in a way which is very precisely counterproductive. The way LinkedIn does it is context-appropriate. So is the way Academia.edu does it. In both of these cases, the “transaction cost” of connecting with someone is commensurate with the degree of interaction which is possible. On Scribd and Quora, they almost force you to connect with “people you already know” and the “degree of interaction” which is imposed on users is disproportionately high (especially in Quora’s case, where a contact of yours can annoy you by asking you personally to answer a specific question). In this sense, joining Quora is a bit closer to being conscripted in a war while registering on Academia.edu is just a tiny bit more like getting into a country club. The analogies are tenuous but they probably get the point across. Especially since I get the strong impression that the “intimacy phase” has a lot to do with the “country club mentality.”

See, the social context in which these services gain much traction (relatively tech-savvy Anglophones in North America and Europe) assign very negative connotations to social exclusion but people keep being fascinating by the affordances of “select clubs” in terms of social capital. In other words, people may be very vocal as to how nasty it would be if some people had exclusive access to some influential people yet there’s what I perceive as an obsession with influence among the same people. As a caricature: “The ‘human rights’ movement leveled the playing field and we should never ever go back to those dark days of Old Boys’ Clubs and Secret Societies. As soon as I become the most influential person on the planet, I’ll make sure that people who think like me get the benefits they deserve.”

This is where the notion of elitism, as applied specifically to Quora but possibly expanding to other services, makes the most sense. “Oh, no, Quora is meant for everyone. It’s Democratic! See? I can connect with very influential people. But, isn’t it sad that these plebeians are coming to Quora without a proper knowledge of  the only right way to ask questions and without proper introduction by people I can trust? I hate these n00bz! Even worse, there are people now on the service who are trying to get social capital by promoting themselves. The nerve on these people, to invade my own dedicated private sphere where I was able to connect with the ‘movers and shakers’ of the industry.” No wonder Quora is so journalistic.

But I’d argue that there’s a part of this which is a confusion between first-degree networks and connection. Before Quora, the same people were indeed connected to these “influential people,” who allegedly make Quora such a unique system. After all, they were already online and I’m quite sure that most of them weren’t more than three or four degrees of separation from Quora’s initial userbase. But access to these people was difficult because connections were indirect. “Mr. Y Z, the CEO of Company X was already in my network, since there were employees of Company X who were connected through Twitter to people who follow me. But I couldn’t just coldcall CEO Z to ask him a question, since CEOs are out of reach, in their caves. Quora changed everything because Y responded to a question by someone ‘totally unconnected to him’ so it’s clear, now, that I have direct access to my good ol’ friend Y’s inner thoughts and doubts.”

As RMS might say, this type of connection is a “seductive mirage.” Because, I would argue, not much has changed in terms of access and whatever did change was already happening all over this social context.

At the risk of sounding dismissive, again, I’d say that part of what people find so alluring in Quora is “simply” an epiphany about the Small World phenomenon. With all sorts of fallacies caught in there. Another caricature: “What? It takes only three contacts for me to send something from rural Idaho to the head honcho at some Silicon Valley firm? This is the first time something like this happens, in the History of the Whole Wide World!”

Actually, I do feel quite bad about these caricatures. Some of those who are so passionate about Quora, among my contacts, have been very aware of many things happening online since the early 1990s. But I have to be honest in how I receive some comments about Quora and much of it sounds like a sudden realization of something which I thought was a given.

The fact that I feel so bad about these characterizations relates to the fact that, contrary to what I had planned to do, I’m not linking to specific comments about Quora. Not that I don’t want people to read about this but I don’t want anyone to feel targeted. I respect everyone and my characterizations aren’t judgmental. They’re impressionistic and, again, caricatures.

Speaking of what I had planned, beginning this post… I actually wanted to talk less about Quora specifically and more about other issues. Sounds like I’m currently getting sidetracked, and it’s kind of sad. But it’s ok. The show must go on.

So, other services…

While I had a similar experiences with Scribd and Quora about getting notifications of new connections from people with whom I haven’t had meaningful interactions, I’ve had a very different experience on many (probably most) other services.

An example I like is Foursquare. “Friendship requests” I get on Foursquare are mostly from: people with whom I’ve had relatively significant interactions in the past, people who were already significant parts of my second-degree network, or people I had never heard of. Sure, there are some people with whom I had tried to establish connections, including some who seem to reluctantly follow me on Quora. But the proportion of these is rather minimal and, for me, the stakes in accepting a friend request on Foursquare are quite low since it’s mostly about sharing data I already share publicly. Instead of being able to solicit my response to a specific question, the main thing my Foursquare “friends” can do that others can’t is give me recommendations, tips, and “notifications of their presence.” These are all things I might actually enjoy, so there’s nothing annoying about it. Sure, like any online service with a network component, these days, there are some “friend requests” which are more about self-promotion. But those are usually easy to avoid and, even if I get fooled by a “social media mar-ke-tor,” the most this person may do to me is give usrecommendation about “some random place.” Again, easy to avoid. So, the “social network” dimension of Foursquare seems appropriate, to me. Not ideal, but pretty decent.

I never really liked the “game” aspect and while I did play around with getting badges and mayorships in my first few weeks, it never felt like the point of Foursquare, to me. As Foursquare eventually became mainstream in Montreal and I was asked by a journalist about my approach to Foursquare, I was exactly in the phase when I was least interested in the game aspect and wished we could talk a whole lot more about the other dimensions of the phenomenon.

And I realize that, as I’m saying this, I may sound to some as exactly those who are bemoaning the shift out of the initial userbase of some cherished service. But there are significant differences. Note that I’m not complaining about the transition in the userbase. In the Foursquare context, “the more the merrier.” I was actually glad that Foursquare was becoming mainstream as it was easier to explain to people, it became more connected with things business owners might do, and generally had more impact. What gave me pause, at the time, is the journalistic hype surrounding Foursquare which seemed to be missing some key points about social networks online. Besides, I was never annoyed by this hype or by Foursquare itself. I simply thought that it was sad that the focus would be on a dimension of the service which was already present on not only Dodgeball and other location-based services but, pretty much, all over the place. I was critical of the seemingly unthinking way people approached Foursquare but the service itself was never that big a deal for me, either way.

And I pretty much have the same attitude toward any tool. I happen to have my favourites, which either tend to fit neatly in my “workflow” or otherwise have some neat feature I enjoy. But I’m very wary of hype and backlash. Especially now. It gets old very fast and it’s been going for quite a while.

Maybe I should just move away from the “tech world.” It’s the context for such hype and buzz machine that it almost makes me angry. [I very rarely get angry.] Why do I care so much? You can say it’s accumulation, over the years. Because I still care about social media and I really do want to know what people are saying about social media tools. I just wish discussion of these tools weren’t soooo “superlative”…

Obviously, I digress. But this is what I like to do on my blog and it has a cathartic effect. I actually do feel better now, thank you.

And I can talk about some other things I wanted to mention. I won’t spend much time on them because this is long enough (both as a blogpost and as a blogging session). But I want to set a few placeholders, for further discussion.

One such placeholder is about some pet theories I have about what worked well with certain services. Which is exactly the kind of thing “social media entrepreneurs” and journalists are so interested in, but end up talking about the same dimensions.

Let’s take Twitter, for instance. Sure, sure, there’s been a lot of talk about what made Twitter a success and probably-everybody knows that it got started as a side-project at Odeo, and blah, blah, blah. Many people also realize that there were other microblogging services around as Twitter got traction. And I’m sure some people use Twitter as a “textbook case” of “network effect” (however they define that effect). I even mention the celebrity dimensions of the “Twitter phenomenon” in class (my students aren’t easily starstruck by Bieber and Gaga) and I understand why journalists are so taken by Twitter’s “broadcast” mission. But something which has been discussed relatively rarely is the level of responsiveness by Twitter developers, over the years, to people’s actual use of the service. Again, we all know that “@-replies,” “hashtags,” and “retweets” were all emerging usage patterns that Twitter eventually integrated. And some discussion has taken place when Twitter changed it’s core prompt to reflect the fact that the way people were using it had changed. But there’s relatively little discussion as to what this process implies in terms of “developing philosophy.” As people are still talking about being “proactive” (ugh!) with users, and crude measurements of popularity keep being sold and bandied about, a large part of the tremendous potential for responsiveness (through social media or otherwise) is left untapped. People prefer to hype a new service which is “likely to have Twitter-like success because it has the features users have said they wanted in the survey we sell.” Instead of talking about the “get satisfaction” effect in responsiveness. Not that “consumers” now have “more power than ever before.” But responsive developers who refrain from imposing their views (Quora, again) tend to have a more positive impact, socially, than those which are merely trying to expand their userbase.

Which leads me to talk about Facebook. I could talk for hours on end about Facebook, but I almost feel afraid to do so. At this point, Facebook is conceived in what I perceive to be such a narrow way that it seems like anything I might say would sound exceedingly strange. Given the fact that it was part one of the first waves of Web tools with explicit social components to reach mainstream adoption, it almost sounds “historical” in timeframe. But, as so many people keep saying, it’s just not that old. IMHO, part of the implication of Facebook’s relatively young age should be that we are able to discuss it as a dynamic process, instead of assigning it to a bygone era. But, whatever…

Actually, I think part of the reason there’s such lack of depth in discussing Facebook is also part of the reason it was so special: it was originally a very select service. Since, for a significant period of time, the service was only available to people with email addresses ending in “.edu,” it’s not really surprising that many of the people who keep discussing it were actually not on the service “in its formative years.” But, I would argue, the fact that it was so exclusive at first (something which is often repeated but which seems to be understood in a very theoretical sense) contributed quite significantly to its success. Of course, similar claims have been made but, I’d say that my own claim is deeper than others.

[Bang! I really don't tend to make claims so, much of this blogpost sounds to me as if it were coming from somebody else...]

Ok, I don’t mean it so strongly. But there’s something I think neat about the Facebook of 2005, the one I joined. So I’d like to discuss it. Hence the placeholder.

And, in this placeholder, I’d fit: the ideas about responsiveness mentioned with Twitter, the stepwise approach adopted by Facebook (which, to me, was the real key to its eventual success), the notion of intimacy which is the true core of this blogpost, the notion of hype/counterhype linked to journalistic approaches, a key distinction between privacy and intimacy, some non-ranting (but still rambling) discussion as to what Google is missing in its “social” projects, anecdotes about “sequential network effects” on Facebook as the service reached new “populations,” some personal comments about what I get out of Facebook even though I almost never spent any significant amount of time on it, some musings as to the possibility that there are online services which have reached maturity and may remain stable in the foreseeable future, a few digressions about fanboism or about the lack of sophistication in the social network models used in online services, and maybe a bit of fun at the expense of “social media expert marketors”…

But that’ll be for another time.

Cheers!

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.

Why I Need an iPad

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

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

Some background.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Then, there’s reading.

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

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

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

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

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

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

Judging Coffee and Beer: Answer to DoubleShot Coffee Company

DoubleShot Coffee Company: More Espresso Arguments.

I’m not in the coffee biz but I do involve myself in some coffee-related things, including barista championships (sensory judge at regional and national) and numerous discussions with coffee artisans. In other words, I’m nobody important.

In a way, I “come from” the worlds of beer and coffee homebrewing. In coffee circles, I like to introduce myself as a homeroaster and blogger.

(I’m mostly an ethnographer, meaning that I do what we call “participant-observation” as both an insider and an outsider.)

There seem to be several disconnects in today’s coffee world, despite a lot of communication across the Globe. Between the huge coffee corporations and the “specialty coffee” crowd. Between coffee growers and coffee lovers. Between professional and home baristas. Even, sometimes, between baristas from different parts of the world.
None of it is very surprising. But it’s sometimes a bit sad to hear people talk past one another.

I realize nothing I say may really help. And it may all be misinterpreted. That’s all part of the way things go and I accept that.

In the world of barista champions and the so-called “Third Wave,” emotions seem particularly high. Part of it might have to do with the fact that so many people interact on a rather regular basis. Makes for a very interesting craft, in some ways. But also for rather tense moments.

About judging…
My experience isn’t that extensive. I’ve judged at the Canadian Eastern Regional BC twice and at the Canadian BC once.
Still, I did notice a few things.

One is that there can be a lot of camaraderie/collegiality among BC participants. This can have a lot of beneficial effects on the quality of coffee served in different places as well as on the quality of the café experience itself, long after the championships. A certain cohesiveness which may come from friendly competition can do a lot for the diversity of coffee scenes.

Another thing I’ve noticed is that it’s really easy to be fair, in judging using WBC regulations. It’s subjective in a very literal way since there’s tasting involved (tastebuds belong to the “subjects” of the sensory and head judges). But it simply has very little if anything to do with personal opinions, relationships, or “liking the person.” It’s remarkably easy to judge the performance, with a focus on what’s in the cup, as opposed to the person her-/himself or her/his values.

Sure, the championship setting is in many ways artificial and arbitrary. A little bit like rules for an organized sport. Or so many other contexts.

A competition like this has fairly little to do with what is likely to happen in “The Real World” (i.e., in a café). I might even say that applying a WBC-compatible in a café is likely to become a problem in many cases. A bit like working the lunch shift at a busy diner using ideas from the Iron Chef or getting into a street fight and using strict judo rules.

A while ago, I was working in French restaurants, as a «garde-manger» (assistant-chef). We often talked about (and I did meet a few) people who were just coming out of culinary institutes. In most cases, they were quite good at producing a good dish in true French cuisine style. But the consensus was that “they didn’t know how to work.”
People fresh out of culinary school didn’t really know how to handle a chaotic kitchen, order only the supplies required, pay attention to people’s tastes, adapt to differences in prices, etc. They could put up a good show and their dishes might have been exquisite. But they could also be overwhelmed with having to serve 60 customers in a regular shift or, indeed, not know what to do during a slow night. Restaurant owners weren’t that fond of hiring them, right away. They had to be “broken out” («rodés»).

Barista championships remind me of culinary institutes, in this way. Both can be useful in terms of skills, but experience is more diverse than that.

So, yes, WBC rules are probably artificial and arbitrary. But it’s easy to be remarkably consistent in applying these rules. And that should count for something. Just not for everythin.

Sure, you may get some differences between one judge and the other. But those differences aren’t that difficult to understand and I didn’t see that they tended to have to do with “preferences,” personal issues, or anything of the sort. From what I noticed while judging, you simply don’t pay attention to the same things as when you savour coffee. And that’s fine. Cupping coffee isn’t the same thing as drinking it, either.

In my (admittedly very limited) judging experience, emphasis was put on providing useful feedback. The points matter a lot, of course, but the main thing is that the points make sense in view of the comments. In a way, it’s to ensure calibration (“you say ‘excellent’ but put a ‘3,’ which one is more accurate?”) but it’s also about the goals of the judging process. The textual comments are a way to help the barista pay attention to certain things. “Constructive criticism” is one way to put it. But it’s more than that. It’s a way to get something started.

Several of the competitors I’ve seen do come to ask judges for clarifications and many of them seemed open to discussion. A few mostly wanted justification and may have felt slighted. But I mostly noticed a rather thoughtful process of debriefing.

Having said that, there are competitors who are surprised by differences between two judges’ scores. “But both shots came from the same portafilter!” “Well, yes, but if you look at the video, you’ll notice that coffee didn’t flow the same way in both cups.” There are also those who simply doubt judges, no matter what. Wonder if they respect people who drink their espresso…

Coming from the beer world, I also notice differences with beer. In the beer world, there isn’t really an equivalent to the WBC in the sense that professional beer brewers don’t typically have competitions. But amateur homebrewers do. And it’s much stricter than the WBC in terms of certification. It requires a lot of rote memorization, difficult exams (I helped proctor two), judging points, etc.

I’ve been a vocal critic of the Beer Judge Certification Program. There seems to be an idea, there, that you can make the process completely neutral and that the knowledge necessary to judge beers is solid and well-established. One problem is that this certification program focuses too much on a series of (over a hundred) “styles” which are more of a context-specific interpretation of beer diversity than a straightforward classification of possible beers.
Also, the one thing they want to avoid the most (basing their evaluation on taste preferences) still creeps in. It’s probably no coincidence that, at certain events, beers which were winning “Best of Show” tended to be big, assertive beers instead of very subtle ones. Beer judges don’t want to be human, but they may still end up acting like ones.

At the same time, while there’s a good deal of debate over beer competition results and such, there doesn’t seem to be exactly the same kind of tension as in barista championships. Homebrewers take their results to heart and they may yell at each other over their scores. But, somehow, I see much less of a fracture, “there” than “here.” Perhaps because the stakes are very low (it’s a hobby, not a livelihood). Perhaps because beer is so different from coffee. Or maybe because there isn’t a sense of “Us vs. Them”: brewers judging a competition often enter beer in that same competition (but in a separate category from the ones they judge).
Actually, the main difference may be that beer judges can literally only judge what’s in the bottle. They don’t observe the brewers practicing their craft (this happens weeks prior), they simply judge the product. In a specific condition. In many ways, it’s very unfair. But it can help brewers understand where something went wrong.

Now, I’m not saying the WBC should become like the BJCP. For one thing, it just wouldn’t work. And there’s already a lot of investment in the current WBC format. And I’m really not saying the BJCP is better than the WBC as an inspiration, since I actually prefer the WBC-style championships. But I sense that there’s something going on in the coffee world which has more to do with interpersonal relationships and “attitudes” than with what’s in the cup.

All this time, those of us who don’t make a living through coffee but still live it with passion may be left out. And we do our own things. We may listen to coffee podcasts, witness personal conflicts between café owners, hear rants about the state of the “industry,” and visit a variety of cafés.
Yet, slowly but surely, we’re making our own way through coffee. Exploring its diversity, experimenting with different brewing methods, interacting with diverse people involved, even taking trips “to origin”…

Coffee is what unites us.

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? 8-)

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… ;-)