Category Archives: hype

Body and Tech: My Year in Quantified Self

Though I’m a qual, I started quantifying my self a year ago.

Not Even Started Yet

This post is long. You’ve been warned.

This post is about my experience with the Quantified Self (QuantSelf). As such, it may sound quite enthusiastic, as my perspective on my own selfquantification is optimistic. I do have several issues with the Quantified Self notion generally and with the technology associated with selfquantification. Those issues will have to wait until a future blogpost.

While I realize QuantSelf is broader than fitness/wellness/health tracking, my own selfquantification experience focuses on working with my body to improve my health. My future posts on the Quantified Self would probably address the rest more specifically.

You might notice that I frequently link to the DC Rainmaker site, which is a remarkably invaluable source of information and insight about a number of things related to fitness and fitness technology. Honestly, I don’t know how this guy does it. He’s a one-man shop for everything related to sports and fitness gadgets.

Though many QuantSelf devices are already available on the market, very few of them are available in Quebec. On occasion, I think about getting one shipped to someone I know in the US and then manage to pick it up in person, get a friend to bring it to Montreal, or get it reshipped. If there were such a thing as the ideal QuantSelf device, for me, I might do so.

(The title of this post refers to the song Body and Soul, and I perceive something of a broader shift in the mind/body dualism, even leading to post- and transhumanism. But this post is more about my own self.)

Quaint Quant

I can be quite skeptical of quantitative data. Not that quants aren’t adept at telling us very convincing things. But numbers tend to hide many issues, when used improperly. People who are well-versed in quantitative analysis can do fascinating things, leading to genuine insight. But many other people use numbers as a way to “prove” diverse things, sometimes remaining oblivious to methodological and epistemological issues with quantification.

Still, I have been accumulating fairly large amounts of quantitative data about my self. Especially about somatic dimensions of my self.

Started with this a while ago, but it’s really in January 2013 that my Quantified Self ways took prominence in my life.

Start Counting

It all started with the Wahoo Fitness fisica key and soft heartrate strap. Bought those years ago (April 2011), after thinking about it for months (December 2010).

Had tried different exercise/workout/fitness regimens over the years, but kept getting worried about possible negative effects. For instance, some of the exercises I’d try in a gym would quickly send my heart racing to the top of my healthy range. Though, in the past, I had been in a more decent shape than people might have surmised, I was in bad enough shape at that point that it was better for me to exercise caution while exercising.

At least, that’s the summary of what happened which might make sense to a number of people. Though I was severely overweight for most of my life, I had long periods of time during which I was able to run up long flights of stairs without getting out of breath. This has changed in the past several years, along with other health issues. The other health issues are much more draining and they may not be related to weight, but weight is the part on which people tend to focus, because it’s so visible. For instance, doctors who meet me for a few minutes, only once, will spend more time talking about weight than a legitimate health concern I have. It’s easy for me to lose weight, but I wanted to do it in the best possible way. Cavalier attitudes are discouraging.

Habits, Old and New

Something I like about my (in this case not-so-sorry) self is that I can effortlessly train myself into new habits. I’m exactly the opposite of someone who’d get hooked on almost anything. I never smoked or took drugs, so I’ve never had to kick one of those trickiest of habits. But I often stop drinking coffee or alcohol with no issue whatsoever. Case in point: I’m fairly well-known as a coffee geek yet I drank less than two full cups of coffee during the last two months.

Getting new habits is as easy for me as kicking new ones. Not that it’s perfect, of course. I occasionally forget to bring down the lid on the toilet seat. But if I put my mind to something, I can usually undertake it. Willpower, intrinsic motivation, and selfdiscipline are among my strengths.

My health is a significant part of this. What I started a year ago is an exercise and fitness habit that I’ve been able to maintain and might keep up for a while, if I decide to do so.

Part of it is a Pilates-infused yoga habit that I brought to my life last January and which became a daily routine in February or March. As is the case with other things in my life, I was able to add this routine to my life after getting encouragement from experts. In this case, yoga and Pilates instructors. Though it may be less impressive than other things I’ve done, this routine has clearly had a tremendous impact on my life.

Spoiler alert: I also took on a workout schedule with an exercise bike. Biked 2015 miles between January 16, 2013 and January 15, 2014.

But I’m getting ahead of myself.

So Close, Yet So Far

Flashback to March, 2011. Long before I really got into QuantSelf.

At the time, I had the motivation to get back into shape, but I had to find a way to do it safely. The fact that I didn’t have access to a family physician played a part in that.

So I got the Wahoo key, a dongle which allows an iOS device to connect to ANT+ equipment, such as heartrate straps (including the one I bought at the same time as the key). Which means that I was able to track my heartrate during exercise using my iPod touch and iPad (I later got an iPhone).

Used that setup on occasion. Including at the gym. Worked fairly well as a way to keep track of my workouts, but I had some difficulty fitting gym workouts in my schedule. Not only does it take a lot of time to go to a gym (even one connected to my office by a tunnel), but my other health issues made it very difficult to do any kind of exercise for several hours after any meal. In fact, those other health issues made most exercise very unpleasant. I understand the notion of pushing your limits, getting out of your comfort zone. I’m fine with some types of discomfort and I don’t feel the need to prove to anyone that I can push my limits. But the kind of discomfort I’m talking about was more discouraging than anything else. For one thing, I wasn’t feeling anything pleasant at any point during or after exercising.

So, although I had some equipment to keep track of my workouts, I wasn’t working out on that regular a basis.

I know, typical, right? But that’s before I really started in QuantSelf.

Baby Steps

In the meantime (November, 2011), I got a Jawbone UP wristband. First generation.

That device was my first real foray into “Quantified Self”, as it’s normally understood. It allowed me to track my steps and my sleep. Something about this felt good. Turns out that, under normal circumstances, my stepcount can be fairly decent, which is in itself encouraging. And connecting to this type of data had the effect of helping me notice some correlations between my activity and my energy levels. There have been times when I’ve felt like I hadn’t walked much and then noticed that I had been fairly active. And vice-versa. I wasn’t getting into such data that intensely, but I had started accumulating some data on my steps.

Gotta start somewhere.

Sleepwalking

My sleep was more interesting, as I was noticing some difficult nights. An encouraging thing, to me, is that it usually doesn’t take me much time to get to sleep (about 10 minutes, according to the UP). Neat stuff, but not earth-shattering.

Obviously, the UP stopped working. Got refunded, and all, but it was still “a bummer”. My experience with the first generation UP had given me a taste of QuantSelf, but the whole thing was inconclusive.

Feeling Pressure

Fastforward to late December, 2012 and early January, 2013. The holiday break was a very difficult time for me, physically. I was getting all sorts of issues, compounding one another. One of them was a series of intense headaches. I had been getting those on occasion since Summer, 2011. By late 2012, my headaches were becoming more frequent and longer-lasting. On occasion, physicians at walk-in clinics had told me that my headaches probably had to do with blood pressure and they had encouraged me to take my pressure at the pharmacy, once in a while. While my pressure had been normal-to-optimal (110/80) for a large part of my life, it was becoming clear that my blood pressure had increased and was occasionally getting into more dangerous territory. So I eventually decided to buy a bloodpressure monitor.

Which became my first selfquantification method. Since my bloodpressure monitor is a basic no-frills model, it doesn’t sync to anything or send data anywhere. But I started manually tracking my bloodpressure by taking pictures and putting the data in a spreadsheet. Because the monitor often gives me different readings (especially depending on which arm I got them from), I would input lowest and highest readings from each arm in my spreadsheet.

Tensio

My first bloodpressure reading, that first evening (January 3, 2013), was enough of a concern that a nurse at Quebec’s phone health consultation service recommended that I consult with a physician at yet another walk-in clinic. (Can you tell not having a family physician was an issue? I eventually got one, but that’s another post.) Not that it was an emergency, but it was a good idea to take this seriously.

So, on January 4, 2013, I went to meet Dr. Anthony Rizzuto, a general practitioner at a walk-in clinic in my neighbourhood.

Getting Attention

At the clinic, I was diagnosed with hypertension (high bloodpressure). Though that health issue was less troublesome to me than the rest, it got me the attention of that physician who gave me exactly the right kind of support. Thanks to that doctor, a bit of medication, and all sorts of efforts on my part, that issue was soon under control and I’m clearly out of the woods on this one. I’ve documented the whole thing in my previous blogpost. Summary version of that post (it’s in French, after all): more than extrinsic motivation, the right kind of encouragement can make all the difference in the world. (In all honesty, I already had all the intrinsic motivation I needed. No worries there!)

Really, that bloodpressure issue wasn’t that big of a deal. Sure, it got me a bit worried, especially about risks of getting a stroke. But I had been more worried and discouraged by other health issues, so that bloodpressure issue wasn’t the main thing. The fact that hypertension got me medical attention is the best part, though. Some things I was unable to do on my own. I needed encouragement, of course, but I also needed professional advice. More specifically, I felt that I needed a green light. A license to exercise.

Y’know how, in the US especially, “they” keep saying that you should “consult a physician” before doing strenuous exercise? Y’know, the fine print on exercise programs, fitness tools, and the like? Though I don’t live in the US anymore and we don’t have the same litigation culture here, I took that admonition to heart. So I was hesitant to take on a full fitness/training/exercise routine before I could consult with a physician. I didn’t have a family doctor, so it was difficult.

But, a year ago, I got the medical attention I needed. Since we’re not in the US, questions about the possibility to undertake exercise are met with some surprise. Still, I was able to get “approval” on doing more exercise. In fact, exercise was part of a solution to the hypertension issue which had brought this (minimal level of) medical attention to my case.

So I got exactly what I needed. A nod from a licensed medical practitioner. “Go ahead.”

Weight, Weight! Don’t Tell Me![1]

Something I got soon after visiting the clinic was a scale. More specifically, I got a Conair WW54C Weight Watchers Body Analysis Digital Precision Scale. I would weigh myself everyday (more than once a day, in fact) and write down the measures for total weight, body water percentage, and body fat percentage. As with the bloodpressure monitor, I was doing this by hand, since my scale wasn’t connected in any way to another device or to a network.

Weighing My Options

I eventually bought a second scale, a Starfrit iFit. That one is even more basic than the Weight Watchers scale, as it doesn’t do any “body analysis” beyond weight. But having two scales makes me much more confident about the readings I get. For reasons I don’t fully understand, I keep getting significant discrepancies in my readings. On a given scale, I would weigh myself three times and keep the average. The delta between the highest and lowest readings on that same scale would often be 200g or half a pound. The delta between the two scales can be as much as 500g or over one pound. Unfortunately, these discrepancies aren’t regular: it’s not that one scale is offset from the other by a certain amount. One day, the Weight Watchers has the highest readings and the Starfrit has the highest readings. I try to position myself the same way on each scale every time and I think both of them are on as flat a surface as I can get. But I keep getting different readings. I was writing down averages from both scales in my spreadsheet. As I often weighed myself more than once a day and would get a total of six readings every time, that was a significant amount of time spent on getting the most basic of data.

Food for Thought

At the same time, I started tracking my calories intake. I had done so in the past, including with the USDA National Nutrient Database on PalmOS devices (along with the Eat Watch app from the Hacker’s Diet). Things have improved quite a bit since that time. Not that tracking calories has become effortless, far from it. It’s still a chore, an ordeal, a pain in the neck, and possibly a relatively bad idea. Still, it’s now easier to input food items in a database which provides extensive nutritional data on most items. Because these databases are partly crowdsourced, it’s possible to add values for items which are specific to Canada, for instance. It’s also become easier to get nutritional values for diverse items online, including meals at restaurant chains. Though I don’t tend to eat at chain restaurants, tracking my calories encouraged me to do so, however insidiously.

But I digress.

Nutritional data also became part of my QuantSelf spreadsheet. Along with data from my bloodpressure monitor and body composition scale, I would copy nutritional values (protein, fat, sodium, carbohydrates…) from a database. At one point, I even started calculating my estimated and actual weightloss in that spreadsheet. Before doing so, I needed to know my calories expenditure.

Zipping

One of the first things I got besides the bloodpressure monitor and scale(s) was a fitbit Zip. Two months earlier (November, 2012), I had bought a fitbit One. But I lost it. The Zip was less expensive and, though it lacks some of the One’s features (tracking elevation, for instance), it was good enough for my needs at the time.

In fact, I prefer the Zip over the One, mostly because it uses a coin battery, so it doesn’t need to be recharged. I’ve been carrying it for a year and my fitbit profile has some useful data about my activity. Sure, it’s just a “glorified pedometer”. But the glorification is welcomed, as regular synchronization over Bluetooth is very useful a feature. My Zip isn’t a big deal, for me. It’s as much of a part of my life as my glasses, though I wear it more often (including during my sleep, though it doesn’t track sleep data).

Stepping UP

I also bought a new Jawbone UP. Yep, despite issues I had with the first generation one. Unfortunately, the UP isn’t really that much more reliable now than it was at the time. But they keep replacing it. A couple or weeks ago, my UP stopped working and I got a replacement. I think it’s the fifth one.

Despite its unreliability, I really like the UP for its sleeptracking and “gentle waking” features. If it hadn’t been for the UP, I probably wouldn’t have realized the importance of sleep as deeply as I have. In other words, the encouragement to sleep more is something I didn’t realize I needed. Plus, it’s really neat to wake up to a gentle buzz, at an appropriate point in my sleep cycle. I probably wouldn’t have gotten the UP just for this, but it’s something I miss every time my UP stops working. And there’s been several of those times.

My favourite among UP’s features is one they added, through firmware, after a while (though it might have been in the current UP from the start). It’s the ability to take “smart naps”. Meaning that I can set an alarm to wake me up after a certain time or after I’ve slept a certain amount of time. The way I set it up, I can take a 20 minute nap and I’ll be awaken by the UP after a maximum of 35 minutes. Without this alarm, I’d oversleep and likely feel more messed up after the nap than before. The alarm is also reassuring in that it makes the nap fit neatly my schedule. I don’t nap everyday, but naps are one of these underrated things I feel could be discussed more. Especially when it comes to heavy work sessions such as writing reports or grading papers. My life might shift radically in the near future and it’s quite possible that naps will be erased from my workweek indefinitely. But chances are that my workweek will also become much more manageable once I stop freelancing.

The UP also notifies me when I’ve been inactive for a certain duration (say, 45 minutes). It only does so a few times a month, on average, because I don’t tend to be that inactive. Exceptions are during long stretches of writing, so it’s a useful reminder to take a break. In fact, the UP just buzzed while I was writing this post so I should go and do my routine.

(It’s fun to write on my iPad while working out. Although, I tend to remain in the aerobic/endurance or even in the fitness/fatburning zone. I should still reach mile 2100 during this workout.)

Contrary to the fitbit Zip, the UP does require a charge on a regular basis. In fact, it seems that the battery is a large part of the reliability issue. So, after a while, I got into the habit of plugging my UP to the wall during my daily yoga/Pilates routine. My routine usually takes over half an hour and the UP is usually charged after 20 minutes.

Back UP

It may seem strange to have two activity trackers with complete feature overlap (there’s nothing the fitbit Zip does that the Jawbone UP doesn’t do). I probably wouldn’t have planned it this way, had I been able to get a Jawbone UP right at first. If I were to do it now, I might get a different device from either fitbit or Jawbone (the Nike+ FuelBand is offputting, to me).

I do find it useful to have two activity trackers. For one thing, the UP is unreliable enough that the Zip is useful as a backup. The Zip also stopped working once, so there’s been six periods of time during the past year during which I only had one fitness tracker. Having two trackers means that there’s no hiatus in my tracking, which has a significant impact in the routine aspect of selfquantification. Chances are slim that I would have completely given up on QuantSelf during such a hiatus. But I would probably have been less encouraged by selfquantification had I been forced to depend on one device.

Having two devices also helps me get a more accurate picture of my activities. Though the Zip and UP allegedly track the same steps, there’s usually some discrepancy between the two, as is fairly common among activity trackers. For some reasons, the discrepancy has actually decreased after a few months (and after I adapted my UP usage to my workout). But it’s useful to have two sources of data points.

Especially when I do an actual workout.

Been Working Out, Haven’t You?

In January, last year, I also bought an exercise bike, for use in my apartment. I know, sounds like a cliché, right? Getting an exercise bike after New Year? Well, it wasn’t a New Year’s resolution but, had it been one, I could be proud to say I kept it (my hypothetical resolution; I know, weird structure; you get what I mean, right?).

Right away, I started doing bike workouts on a very regular basis. From three to five times a week, during most weeks. Contrary to going to a gym, exercising at home is easy to fit in my freelancing schedule. I almost always work out before breakfast, so there’s no digestion issue involved. Since I’m by myself, it means I feel no pressure or judgment from others, a very significant factor in my case. Though I’m an extrovert’s extrovert (86 percentile), gyms are really offputting, to me. Because of my bodyshape, age, and overall appearance, I really feel like I don’t “fit”. It does depend on the gym, and I had a fairly good time at UMoncton’s Ceps back in 2003. But ConU’s gym wasn’t a place where I enjoyed working out.

My home workouts have become a fun part of my week. Not that the effort level is low, but I often do different things while working out, including listen to podcasts and music, reading, and even writing. As many people know, music can be very encouraging during a workout. So can a podcast, as it takes your attention elsewhere and you might accomplish more than you thought, during a podcast. Same thing with reading and writing, and I wrote part of this post while working out.

Sure, I could do most of this in a gym. The convenience factor at home is just too high, though. I can have as many things as I want by my sides, on a table and on a chair, so I just have to reach out when I need any of them. Apart from headphones, a music playing device, and a towel (all things I’d have at a gym) I typically have the following items with me when I do a home workout:

  • Travel mug full of tea
  • Stainless steel water bottle full of herbal tea (proper tea is theft)
  • Britta bottle full of water (I do drink a lot of fluid while working out)
  • three mobile devices (iPhone, iPad, Nexus 7)
  • Small weights,
  • Reading glasses
  • Squeeze balls

Wouldn’t be so easy to bring all of that to a gym. Not to mention that I can wear whatever I want, listen to whatever I want, and make whatever noise I want (I occasionally yell beats to music, as it’s fun and encouraging). I know some athletic people prefer gym workouts over home ones. I’m not athletic. And I know what I prefer.

On Track

Since this post is nominally about QuantSelf, how do I track my workouts, you ask? Well, it turns out that my Zip and UP do help me track them out, though in different ways. To get the UP to track my bike workouts, I have to put it around one of my pedals, a trick which took me a while to figure out.

2014-01-22 18.38.24

The Zip tracks my workouts from its usual position but it often counts way fewer “steps” than the UP does. So that’s one level of tracking. My workouts are part of my stepcounts for the days during which I do them.

Putting My Heart into IT

More importantly, though, my bike workouts have made my heartrate strap very useful. By pairing the strap with Digifit’s iBiker app, I get continuous heartrate monitoring, with full heartrate chart, notifications about “zones” (such as “fat burning”, “aerobic”, and “anaerobic”), and a recovery mode which lets me know how quickly my heartrate decreases after the workout. (I could also control the music app, but I tend to listen to Rdio instead.) The main reason I chose iBiker is that it works natively on the iPad. Early on, I decided I’d use my iPad to track my workouts because the battery lasts longer than on an iPhone or iPod touch, and the large display accommodates more information. The charts iBiker produces are quite neat and all the data can be synced to Digifit’s cloud service, which also syncs with my account on the fitbit cloud service (notice how everything has a cloud service?).

20140103-162048.jpg

Heartrate monitoring is close to essential, for workouts. Sure, it’d be possible to do exercise without it. But the difference it makes is more significant than one might imagine. It’s one of those things that one may only grok after trying it. Since I’m able to monitor my heartrate in realtime, I’m able to pace myself, to manage my exertion. By looking at the chart in realtime, I can tell how long I’ve spent at which intensity level and can decide to remain in a “zone” for as long as I want. Continuous feedback means that I can experiment with adjustment to the workout’s effort level, by pedaling faster or increasing tension. It’s also encouraging to notice that I need increasing intensity levels to reach higher heartrates, since my physical condition has been improving tremendously over the past year. I really value any encouragement I can get.

Now, I know it’s possible to get continuous heartrate monitoring on gym equipment. But I’ve noticed in the past that this monitoring wasn’t that reliable as I would often lose the heartrate signal, probably because of perspiration. On equipment I’ve tried, it wasn’t possible to see a graphical representation of my heartrate through the whole workout so, although I knew my current heartrate, I couldn’t really tell how long I was maintaining it. Not to mention that it wasn’t possible to sync that data to anything. Even though some of that equipment can allegedly be used with a special key to transfer data to a computer, that key wasn’t available.

It’d also be possible to do continuous heartrate monitoring with a “fitness watch”. A big issue with most of these is that data cannot be transferred to another device. Several of the new “wearable devices” do add this functionality. But these devices are quite expensive and, as far as I can see in most in-depth reviews, not necessarily that reliable. Besides, their displays are so small that it’d be impossible to get as complete a heartrate chart as the one I get on iBiker. I got pretty excited about the Neptune Pine, though, and I feel sad I had to cancel my pledge at the very last minute (for financial reasons). Sounds like it can become a rather neat device.

As should be obvious, by now, the bike I got (Marcy Recumbent Mag Cycle ME–709 from Impex) is a no-frills one. It was among the least expensive exercise bikes I’ve seen but it was also one with high ratings on Amazon. It’s as basic as you can get and I’ve been looking into upgrading. But other exercise bikes aren’t that significantly improved over this one. I don’t currently have enough money to buy a highend bike, but money isn’t the only issue. What I’d really like to get is exercise equipment which can be paired with another device, especially a tablet. Have yet to see an exercise bike, rower, treadmill, or elliptical which does. At any price. Sure, I could eventually find ways to hack things together to get more communication between my devices, but that’d be a lot of work for little results. For instance, it might be possible to find a cadence sensor which works on an exercise bike (or tweak one to make it work), thereby giving some indication of pace/speed and distance. However, I doubt that there’s exercise equipment which would allow a tablet to control tension/strength/difficulty. It’d be so neat if it were available. Obviously, it’s far from a requirement. But none of the QuantSelf stuff is required to have a good time while exercising.

Off the Bike

I use iBiker and my heartrate monitor during other activities besides bike workouts. Despite its name, iBiker supports several activity types (including walking and hiking) and has a category for “Other” activities. I occasionally use iBiker on my iPhone when I go on a walk for fitness reasons. Brisk walks do seem to help me in my fitness regime, but I tend to focus on bike workouts instead. I already walk a fair bit and much of that walking is relatively intense, so I feel less of a need to do it as an exercise, these days. And I rarely have my heartrate strap with me when I decide to take a walk. At some point, I had bought a Garmin footpod and kept installing it on shoes I was wearing. I did use it on occasion, including during a trip to Europe (June–July, 2012). It tends to require a bit of time to successfully pair with a mobile app, but it works as advertised. Yet, I haven’t really been quantifying my walks in the same way, so it hasn’t been as useful as I had wished.

More frequently, I use iBiker and my heartrate strap during my yoga/Pilates routine. “Do you really get your heart running fast enough to make it worthwhile”, you ask? No, but that’s kind of the point. Apart from a few peaks, my heartrate charts during such a routine tends to remain in Zone 0, or “Warmup/Cooldown”. The peaks are interesting because they correspond to a few moves and poses which do feel a bit harder (such as pushups or even the plank pose). That, to me, is valuable information and I kind of wish I could see which moves and poses I’ve done for how long using some QuantSelf tool. I even thought about filming myself, but I would then need to label each pose or move by hand, something I’d be very unlikely to do more than once or twice. It sounds like the Atlas might be used in such a way, as it’s supposed to recognize different activities, including custom ones. Not only is it not available, yet, but it’s so targeted at the high performance fitness training niche that I don’t think it could work for me.

One thing I’ve noticed from my iBiker-tracked routine is that my resting heartrate has gone down very significantly. As with my recovery and the amount of effort necessary to increase my heartrate, I interpret this as a positive sign. With other indicators, I could get a fuller picture of my routine’s effectiveness. I mean, I feel its tremendous effectiveness in diverse ways, including sensations I’d have a hard time explaining (such as an “opening of the lungs” and a capacity to kill discomfort in three breaths). The increase in my flexibility is something I could almost measure. But I don’t really have tools to fully quantify my yoga routine. That might be a good thing.

Another situation in which I’ve worn my heartrate strap is… while sleeping. Again, the idea here is clearly not to measure how many calories I burn or to monitor how “strenuous” sleeping can be as an exercise. But it’s interesting to pair the sleep data from my UP with some data from my heart during sleep. Even there, the decrease in my heartrate is quite significant, which signals to me a large improvement in the quality of my sleep. Last summer (July, 2013), I tracked a night during which my average heartrate was actually within Zone 1. More recently (November, 2013), my sleeping heartrate was below my resting heartrate, as it should be.

Using the Wahoo key on those occasions can be quite inconvenient. When I was using it to track my brisk walks, I would frequently lose signal, as the dongle was disconnecting from my iPad or iPhone. For some reason, I would also lose signal while sleeping (though the dongle would remain unmoved).

So I eventually bought a Blue HR, from Wahoo, to replace the key+strap combination. Instead of ANT+, the Blue HR uses Bluetooth LE to connect directly with a phone or tablet, without any need for a dongle. I bought it in part because of the frequent disconnections with the Wahoo key. I rarely had those problems during bike exercises, but I thought having a more reliable signal might encourage me to track my activities. I also thought I might be able to pair the Blue HR with a version of iBiker running on my Nexus 7 (first generation). It doesn’t seem to work and I think the Nexus 7 doesn’t support Bluetooth LE. I was also able to hand down my ANT+ setup (Wahoo key, heartrate strap, and footpod) to someone who might find it useful as a way to track walks. We’ll see how that goes.

‘Figures!

Going back to my QuantSelf spreadsheet. iBiker, Zip, and UP all output counts of burnt calories. Since Digifit iBiker syncs with my fitbit account, I’ve been using the fitbit number.

Inputting that number in the spreadsheet meant that I was able to measure how many extra calories I had burnt as compared to calories I had ingested. That number then allowed me to evaluate how much weight I had lost on a given day. For a while, my average was around 135g, but I had stretches of quicker weightloss (to the point that I was almost scolded by a doctor after losing too much weight in too little time). Something which struck me is that, despite the imprecision of so many things in that spreadsheet, the evaluated weightloss and actual loss of weight were remarkably similar. Not that there was perfect synchronization between the two, as it takes a bit of time to see the results of burning more calories. But I was able to predict my weight with surprising accuracy, and pinpoint patterns in some of the discrepancies. There was a kind of cycle by which the actual number would trail the predicted one, for a few days. My guess is that it had to do with something like water retention and I tried adjusting from the lowest figure (when I seem to be the least hydrated) and the highest one (when I seem to retain the most water in my body).

Obsessed, Much?

ObsessiveSpreadsheet

As is clear to almost anyone, this was getting rather obsessive. Which is the reason I’ve used the past tense with many of these statements. I basically don’t use my QuantSelf spreadsheet, anymore. One reason is that (in March, 2013) I was advised by a healthcare professional (a nutrition specialist) to stop counting my calories intake and focus on eating until I’m satiated while ramping up my exercise, a bit (in intensity, while decreasing frequency). It was probably good advice, but it did have a somewhat discouraging effect. I agree that the whole process had become excessive and that it wasn’t really sustainable. But what replaced it was, for a while, not that useful. It’s only in November, 2013 that a nutritionist/dietician was able to give me useful advice to complement what I had been given. My current approach is much better than any other approach I’ve used, in large part because it allows me to control some of my digestive issues.

So stopping the calories-focused monitoring was a great idea. I eventually stopped updating most columns in my spreadsheet.

What I kept writing down was the set of readings from my two “dumb” scales.

Scaling Up

Abandoning my spreadsheet didn’t imply that I had stopped selfquantifying.

In fact, I stepped up my QuantSelf a bit, about a month ago (December, 2013) by getting a Withings WS–50 Smart Body Analyzer. That WiFi-enabled scale is practically the prototype of QuantSelf and Internet of Things devices. More than I had imagined, it’s “just the thing I needed” in my selfquantified life.

The main advantage it has over my Weight Watchers scale is that it syncs data with my Withings cloud service account. That’s significant because the automated data collection saves me from my obsessive spreadsheet while letting me learn about my weightloss progression. Bingo!

Sure, I could do the same thing by hand, adding my scale readings to any of my other accounts. Not only would it be a chore to do so, but it’d encourage me to dig too deep in those figures. I learnt a lot during my obsessive phase, but I don’t need to go back to that mode. There are many approaches in between that excessive data collection and letting Withings do the work. I don’t even need to explore those intermediary approaches.

There are other things to like about the Withings scale. One is Position Control™, which does seem to increase the accuracy of the measurements. Its weight-tracking graphs (app and Web) are quite reassuring, as they show clear trends, between disparate datapoints. WithingsWeightKg WithingsLeanMassPercent

This Withings scale also measures heartrate, something I find less useful given my usage of a continuous heartrate monitor. Finally, it has sensors for air temperature and CO2 levels, which are features I’d expect in a (pre-Google) Nest product.

Though it does measure body fat percentage, the Withings Smart Body Analyzer doesn’t measure water percentage or bone mass, contrary to my low-end Weight Watchers body composition scale. Funnily enough, it’s around the time I got the Withings that I finally started gaining enough muscle mass to be able to notice the shift on the Weight Watchers. Prior to that, including during my excessive phase, my body fat and body water percentages added up to a very stable number. I would occasionally notice fluctuations of ~0.1%, but no downward trend. I did notice trends in my overall condition when the body water percentage was a bit higher, but it never went very high. Since late November or early December, those percentages started changing for the first time. My body fat percentage decreased by almost 2%, my body water percentage increased by more than 1%, and the total of the two decreased by 0.6%. Since these percentages are now stable and I have other indicators going in the same direction, I think this improvement in fat vs. water is real and my muscle mass did start to increase a bit (contrary to what a friend said can happen with people our age). It may not sound like much but I’ll take whatever encouragement I get, especially in such a short amount of time.

The Ideal QuantSelf Device

On his The Talk Show podcast, Gruber has been dismissing the craze in QuantSelf and fitness devices, qualifying them as a solved problem. I know what he means, but I gather his experience differs from mine.

I feel we’re in the “Rio Volt era” of the QuantSelf story.

The Rio Volt was one of the first CD players which could read MP3 files. I got one, at the time, and it was a significant piece of my music listening experience. I started ripping many of my CDs and creating fairly large compilations that I could bring with me as I traveled. I had a carrying case for the Volt and about 12 CDs, which means that I could carry about 8GB of music (or about 140 hours at the 128kbps bitrate which was so common at the time). Quite a bit less than my whole CD collection (about 150GB), but a whole lot more than what I was used to. As I was traveling and moving frequently, at the time, the Volt helped me get into rather… excessive music listening habits. Maybe not excessive compared to a contemporary teenager in terms of time, but music listening had become quite important to me, at a time when I wasn’t playing music as frequently as before.

There have been many other music players before, during, and after the Rio Volt. The one which really changed things was probably… the Microsoft Zune? Nah, just kidding. The iRiver players were much cooler (I had an iRiver H–120 which I used as a really neat fieldrecording device). Some people might argue that things really took a turn when Apple released the iPod. Dunno about that, I’m no Apple fanboi.

Regardless of which MP3-playing device was most prominent, it’s probably clear to most people that music players have changed a lot since the days of the Creative Nomad and the Rio Volt. Some of these changes could possibly have been predicted, at the time. But I’m convinced that very few people understood the implications of those changes.

Current QuantSelf devices don’t appear very crude. And they’re certainly quite diverse. CES2014 was the site of a number of announcements, demos, and releases having to do with QuantSelf, fitness, Internet of Things, and wearable devices (unsurprisingly, DC Rainmaker has a useful two-part roundup). But despite my interest in some of these devices, I really don’t think we’ve reached the real breakthrough with those devices.

In terms of fitness/wellness/health devices, specifically, I sometimes daydream about features or featuresets. For instance, I really wish a given device would combine the key features of some existing devices, as in the case of body water measurements and the Withings Smart Body Analyzer. A “killer feature”, for me, would be strapless continuous 24/7 heartrate monitoring which could be standalone (keeping the data without transmitting it) yet able to sync data with other devices for display and analysis, and which would work at rest as well as during workouts, underwater as well as in dry contexts.

Some devices (including the Basis B1 and Mio Alpha) seem to come close to this, but they all have little flaws, imperfections, tradeoffs. At an engineering level, it should be an interesting problem so I fully expect that we’ll at least see an incremental evolution from the current state of the market. Some devices measure body temperature and perspiration. These can be useful indicators of activity level and might help one gain insight about other aspects of the physical self. I happen to perspire profusely, so I’d be interested in that kind of data. As is often the case, unexpected usage of such tools could prove very innovative.

How about a device which does some blood analysis, making it easier to gain data on nutrients or cholesterol levels? I often think about the risks of selfdiagnosis and selfmedication. Those issues, related to QuantSelf, will probably come in a future post.

I also daydream about something deeper, though more imprecise. More than a featureset or a “killer feature”, I’m thinking about the potential for QuantSelf as a whole. Yes, I also think about many tricky issues around selfquantification. But I perceive something interesting going on with some of these devices. Some affordances of Quantified Self technology. Including the connections this technology can have with other technologies and domains, including tablets and smartphones, patient-focused medicine, Internet of Things, prosumption, “wearable hubs”, crowdsourced research, 3D printing, postindustrialization, and technological appropriation. These are my issues, in the sense that they’re things about which I care and think. I don’t necessarily mean issues as problems or worries, but things which either give me pause or get me to discuss with others.

Much of this will come in later posts, I guess. Including a series of issues I have with self-quantification, expanded from some of the things I’ve alluded to, here.

Walkthrough

These lines are separated from many of the preceding ones (I don’t write linearly) by a relatively brisk walk from a café to my place. Even without any QuantSelf device, I have quite a bit of data about this walk. For instance, I know it took me 40 minutes because I checked the time before and after. According to Google Maps, it’s between 4,1km and 4,2km from that café to my place, depending on which path one might take (I took an alternative route, but it’s probably close to the Google Maps directions, in terms of distance). It’s also supposed to be a 50 minute walk, so I feel fairly good about my pace (encouraging!). I also know it’s –20°C, outside (–28°C with windchill, according to one source). I could probably get some data about elevation, which might be interesting (I’d say about half of that walk was going up).

With two of my QuantSelf devices (UP and Zip), I get even more data. For instance, I can tell how many steps I took (it looks like it’s close to 5k, but I could get a more precise figure). I also realize the intensity of this activity, as both devices show that I started at a moderate pace followed by an intense pace for most of the duration. These devices also include this walk in measuring calories burnt (2.1Mcal according to UP, 2.7Mcal according to Zip), distance walked (11.2km according to Zip, 12.3km according to UP), active minutes (117’ Zip, 149’ UP), and stepcount (16.4k UP, 15.7k Zip). Not too shabby, considering that it’s still early evening as I write these lines.

2014-01-21 18.47.54 2014-01-21 18.47.48 2014-01-21 18.46.47

Since I didn’t have my heartrate monitor on me and didn’t specifically track this activity, there’s a fair bit of data I don’t have. For instance, I don’t know which part was most strenuous. And I don’t know how quickly I recovered. If I don’t note it down, it’s difficult to compare this activity to other activities. I might remember more or less which streets I took, but I’d need to map it myself. These are all things I could have gotten from a fitness app coupled with my heartrate monitor.

As is the case with cameras, the best QuantSelf device is the one you have with you.

I’m glad I have data about this walk. Chances are I would have taken public transit had it not been for my QuantSelf devices. There weren’t that many people walking across the Mont-Royal park, by this weather.

Would I get fitter more efficiently if I had the ideal tool for selfquantification? I doubt it.

Besides, I’m not in that much of a hurry.


  1. Don’t like my puns? Well, it’s my blogpost and I’ll cry if I want to.  ↩

Future of Learning Content

If indeed Apple plans to announce not just more affordable textbook options for students, but also more interactive, immersive ebook experiences…

Forecasting next week’s Apple education event (Dan Moren and Lex Friedman for Macworld)

I’m still in catchup mode (was sick during the break), but it’s hard to let this pass. It’s exactly the kind of thing I like to blog about: wishful thinking and speculation about education. Sometimes, my crazy predictions are fairly accurate. But my pleasure at blogging these things has little to do with the predictions game. I’m no prospectivist. I just like to build wishlists.

In this case, I’ll try to make it short. But I’m having drift-off moments just thinking about the possibilities. I do have a lot to say about this but we’ll see how things go.

Overall, I agree with the three main predictions in that MacWorld piece: Apple might come out with eBook creation tools, office software, and desktop reading solutions. I’m interested in all of these and have been thinking about the implications.

That MacWorld piece, like most media coverage of textbooks, these days, talks about the weight of physical textbooks as a major issue. It’s a common refrain and large bookbags/backpacks have symbolized a key problem with “education”. Moren and Friedman finish up with a zinger about lecturing. Also a common complaint. In fact, I’ve been on the record (for a while) about issues with lecturing. Which is where I think more reflection might help.

For one thing, alternative models to lecturing can imply more than a quip about the entertainment value of teaching. Inside the teaching world, there’s a lot of talk about the notion that teaching is a lot more than providing access to content. There’s a huge difference between reading a book and taking a class. But it sounds like this message isn’t heard and that there’s a lot of misunderstanding about the role of teaching.

It’s quite likely that Apple’s announcement may make things worse.

I don’t like textbooks but I do use them. I’m not the only teacher who dislikes textbook while still using them. But I feel the need to justify myself. In fact, I’ve been on the record about this. So, in that context, I think improvements in textbooks may distract us from a bigger issue and even lead us in the wrong direction. By focusing even more on content-creation, we’re commodifying education. What’s more, we’re subsuming education to a publishing model. We all know how that’s going. What’s tragic, IMHO, is that textbook publishers themselves are going in the direction of magazines! If, ten years from now, people want to know when we went wrong with textbook publishing, it’ll probably be a good idea for them to trace back from now. In theory, magazine-style textbooks may make a lot of sense to those who perceive learning to be indissociable from content consumption. I personally consider these magazine-style textbooks to be the most egregious of aberrations because, in practice, learning is radically different from content consumption.

So… If, on Thursday, Apple ends up announcing deals with textbook publishers to make it easier for them to, say, create and distribute free ad-supported magazine-style textbooks, I’ll be going through a large range of very negative emotions. Coming out of it, I might perceive a silverlining in the fact that these things can fairly easily be subverted. I like this kind of technological subversion and it makes me quite enthusiastic.

In fact, I’ve had this thought about iAd producer (Apple’s tool for creating mobile ads). Never tried it but, when I heard about it, it sounded like something which could make it easy to produce interactive content outside of mobile advertising. I don’t think the tool itself is restricted to Apple’s iAd, but I could see how the company might use the same underlying technology to create some content-creation tool.

“But,” you say, “you just said that you think learning isn’t about content.” Quite so. I’m not saying that I think these tools should be the future of learning. But creating interactive content can be part of something wider, which does relate to learning.

The point isn’t that I don’t like content. The point is that I don’t think content should be the exclusive focus of learning. To me, allowing textbook publishers to push more magazine-style content more easily is going in the wrong direction. Allowing diverse people (including learners and teachers) to easily create interactive content might in fact be a step in the right direction. It’s nothing new, but it’s an interesting path.

In fact, despite my dislike of a content emphasis in learning, I’m quite interested in “learning objects”. In fact, I did a presentation about them during the Spirit of Inquiry conference at Concordia, a few years ago (PDF).

A neat (but Flash-based) example of a learning object was introduced to me during that same conference: Mouse Party. The production value is quite high, the learning content seems relatively high, and it’s easily accessible.

But it’s based on Flash.

Which leads me to another part of the issue: formats.

I personally try to avoid Flash as much as possible. While a large number of people have done amazing things with Flash, it’s my sincere (and humble) opinion that Flash’s time has come and gone. I do agree with Steve Jobs on this. Not out of fanboism (I’m no Apple fanboi), not because I have something against Adobe (I don’t), not because I have a vested interested in an alternative technology. I just think that mobile Flash isn’t going anywhere and that. Even on the desktop, I think Flash-free is the way to go. Never installed Flash on my desktop computer, since I bought it in July. I do run Chrome for the occasional Flash-only video. But Flash isn’t the only video format out there and I almost never come across interesting content which actually relies on something exclusive to Flash. Flash-based standalone apps (like Rdio and Machinarium) are a different issue as Flash was more of a development platform for them and they’re available as Flash-free apps on Apple’s own iOS.

I wouldn’t be surprised if Apple’s announcements had something to do with a platform for interactive content as an alternative to Adobe Flash. In fact, I’d be quite enthusiastic about that. Especially given Apple’s mobile emphasis. We might be getting further in “mobile computing for the rest of us”.

Part of this may be related to HTML5. I was quite enthusiastic when Tumult released its “Hype” HTML5-creation tool. I only used it to create an HTML5 version of my playfulness talk. But I enjoyed it and can see a lot of potential.

Especially in view of interactive content. It’s an old concept and there are many tools out there to create interactive content (from Apple’s own QuickTime to Microsoft PowerPoint). But the shift to interactive content has been slower than many people (including educational technologists) would have predicted. In other words, there’s still a lot to be done with interactive content. Especially if you think about multitouch-based mobile devices.

Which eventually brings me back to learning and teaching.

I don’t “teach naked”, I do use slides in class. In fact, my slides are mostly bullet points, something presentation specialists like to deride. Thing is, though, my slides aren’t really meant for presentation and, while they sure are “content”, I don’t really use them as such. Basically, I use them as a combination of cue cards, whiteboard, and coursenotes. Though I may sound defensive about this, I’m quite comfortable with my use of slides in the classroom.

Yet, I’ve been looking intently for other solutions.

For instance, I used to create outlines in OmniOutliner that I would then send to LaTeX to produce both slides and printable outlines (as PDFs). I’ve thought about using S5, but it doesn’t really fit in my workflow. So I end up creating Keynote files on my Mac, uploading them (as PowerPoint) before class, and using them in the classroom using my iPad. Not ideal, but rather convenient.

(Interestingly enough, the main thing I need to do today is create PowerPoint slides as ancillary material for a textbook.)

In all of these cases, the result isn’t really interactive. Sure, I could add buttons and interactive content to the slides. But the basic model is linear, not interactive. The reason I don’t feel bad about it is that my teaching is very interactive (the largest proportion of classtime is devoted to open discussions, even with 100-plus students). But I still wish I could have something more appropriate.

I have used other tools, especially whiteboarding and mindmapping ones. Basically, I elicit topics and themes from students and we discuss them in a semi-structured way. But flow remains an issue, both in terms of workflow and in terms of conversation flow.

So if Apple were to come up with tools making it easy to create interactive content, I might integrate them in my classroom work. A “killer feature” here is if interaction could be recorded during class and then uploaded as an interactive podcast (à la ProfCast).

Of course, content-creation tools might make a lot of sense outside the classroom. Not only could they help distribute the results of classroom interactions but they could help in creating learning material to be used ahead of class. These could include the aforementioned learning objects (like Mouse Party) as well as interactive quizzes (like Hot Potatoes) and even interactive textbooks (like Moglue) and educational apps (plenty of these in the App Store).

Which brings me back to textbooks, the alleged focus of this education event.

One of my main issues with textbooks, including online ones, is usability. I read pretty much everything online, including all the material for my courses (on my iPad) but I find CourseSmart and its ilk to be almost completely unusable. These online textbooks are, in my experience, much worse than scanned and OCRed versions of the same texts (in part because they don’t allow for offline access but also because they make navigation much more difficult than in GoodReader).

What I envision is an improvement over PDFs.

Part of the issue has to do with PDF itself. Despite all its benefits, Adobe’s “Portable Document Format” is the relic of a bygone era. Sure, it’s ubiquitous and can preserve formatting. It’s also easy to integrate in diverse tools. In fact, if I understand things correctly, PDF replaced Display PostScript as the basis for Quartz 2D, a core part of Mac OS X’s graphics rendering. But it doesn’t mean that it can’t be supplemented by something else.

Part of the improvement has to do with flexibility. Because of its emphasis on preserving print layouts, PDF tends to enforce print-based ideas. This is where EPUB is at a significant advantage. In a way, EPUB textbooks might be the first step away from the printed model.

From what I can gather, EPUB files are a bit like Web archives. Unlike PDFs, they can be reformatted at will, just like webpages can. In fact, iBooks and other EPUB readers (including Adobe’s, IIRC) allow for on-the-fly reformatting, which puts the reader in control of a much greater part of the reading experience. This is exactly the kind of thing publishers fail to grasp: readers, consumers, and users want more control on the experience. EPUB textbooks would thus be easier to read than PDFs.

EPUB is the basis for Apple’s iBooks and iBookstore and people seem to be assuming that Thursday’s announcement will be about iBooks. Makes sense and it’d be nice to see an improvement over iBooks. For one thing, it could support EPUB 3. There are conversion tools but, AFAICT, iBooks is stuck with EPUB 2.0. An advantage there is that EPUBs can possibly include scripts and interactivity. Which could make things quite interesting.

Interactive formats abound. In fact, PDFs can include some interactivity. But, as mentioned earlier, there’s a lot of room for improvement in interactive content. In part, creation tools could be “democratized”.

Which gets me thinking about recent discussions over the fate of HyperCard. While I understand John Gruber’s longstanding position, I find room for HyperCard-like tools. Like some others, I even had some hopes for ATX-based TileStack (an attempt to bring HyperCard stacks back to life, online). And I could see some HyperCard thinking in an alternative to both Flash and PDF.

“Huh?”, you ask?

Well, yes. It may sound strange but there’s something about HyperCard which could make sense in the longer term. Especially if we get away from the print model behind PDFs and the interaction model behind Flash. And learning objects might be the ideal context for this.

Part of this is about hyperlinking.  It’s no secret that HyperCard was among HTML precursors. As the part of HTML which we just take for granted, hyperlinking is among the most undervalued features of online content. Sure, we understand the value of sharing links on social networking systems. And there’s a lot to be said about bookmarking. In fact, I’ve been thinking about social bookmarking and I have a wishlist about sharing tools, somewhere. But I’m thinking about something much more basic: hyperlinking is one of the major differences between online and offline wriiting.

Think about the differences between, say, a Wikibook and a printed textbook. My guess is that most people would focus on the writing style, tone, copy-editing, breadth, reviewing process, etc. All of these are relevant. In fact, my sociology classes came up with variations on these as disadvantages of the Wikibook over printed textbooks. Prior to classroom discussion about these differences, however, I mentioned several advantages of the Wikibook:

  • Cover bases
  • Straightforward
  • Open Access
  • Editable
  • Linked

(Strangely enough, embedded content from iWork.com isn’t available and I can’t log into my iWork.com account. Maybe it has to do with Thursday’s announcement?)

That list of advantages is one I’ve been using since I started to use this Wikibook… excerpt for the last one. And this is one which hit me, recently, as being more important than the others.

So, in class, I talked about the value of links and it’s been on my mind quite a bit. Especially in view of textbooks. And critical thinking.

See, academic (and semi-academic) writing is based on references, citations, quotes. English-speaking academics are likely to be the people in the world of publishing who cite the most profusely. It’s not rare for a single paragraph of academic writing in English to contain ten citations or more, often stringed in parentheses (Smith 1999, 2005a, 2005b; Smith and Wesson 1943, 2010). And I’m not talking about Proust-style paragraphs either. I’m convinced that, with some quick searches, I could come up with a paragraph of academic writing which has less “narrative content” than citation.

Textbooks aren’t the most egregious example of what I’d consider over-citing. But they do rely on citations quite a bit. As I work more specifically on textbook content, I notice even more clearly the importance of citations. In fact, in my head, I started distinguishing some patterns in textbook content. For instance, there are sections which mostly contain direct explanations of key concepts while other sections focus on personal anecdotes from the authors or extended quotes from two sides of the debate. But one of the most obvious sections are summaries from key texts.

For instance (hypothetical example):

As Nora Smith explained in her 1968 study Coming Up with Something to Say, the concept of interpretation has a basis in cognition.

Smith (1968: 23) argued that Pierce’s interpretant had nothing to do with theatre.

These citations are less conspicuous than they’d be in peer-reviewed journals. But they’re a central part of textbook writing. One of their functions should be to allow readers (undergraduate students, mostly) to learn more about a topic. So, when a student wants to know more about Nora Smith’s reading of Pierce, she “just” have to locate Smith’s book, go to the right page, scan the text for the read for the name “Pierce”, and read the relevant paragraph. Nothing to it.

Compare this to, say, a blogpost. I only cite one text, here. But it’s linked instead of being merely cited. So readers can quickly know more about the context for what I’m discussing before going to the library.

Better yet, this other blogpost of mine is typical of what I’ve been calling a linkfest, a post containing a large number of links. Had I put citations instead of links, the “narrative” content of this post would be much less than the citations. Basically, the content was a list of contextualized links. Much textbook content is just like that.

In my experience, online textbooks are citation-heavy and take almost no benefit from linking. Oh, sure, some publisher may replace citations with links. But the result would still not be the same as writing meant for online reading because ex post facto link additions are quite different from link-enhanced writing. I’m not talking about technological determinism, here. I’m talking about appropriate tool use. Online texts can be quite different from printed ones and writing for an online context could benefit greatly from this difference.

In other words, I care less about what tools publishers are likely to use to create online textbooks than about a shift in the practice of online textbooks.

So, if Apple comes out with content-creation tools on Thursday (which sounds likely), here are some of my wishes:

  • Use of open standards like HTML5 and EPUB (possibly a combination of the two).
  • Completely cross-platform (should go without saying, but Apple’s track record isn’t that great, here).
  • Open Access.
  • Link library.
  • Voice support.
  • Mobile creation tools as powerful as desktop ones (more like GarageBand than like iWork).
  • HyperCard-style emphasis on hyperlinked structures (à la “mini-site” instead of web archives).
  • Focus on rich interaction (possibly based on the SproutCore web framework).
  • Replacement for iWeb (which is being killed along with MobileMe).
  • Ease creation of lecturecasts.
  • Deep integration with iTunes U.
  • Combination of document (à la Pages or Word), presentation (à la Keynote or PowerPoint), and standalone apps (à la The Elements or even Myst).
  • Full support for course management systems.
  • Integration of textbook material and ancillary material (including study guides, instructor manuals, testbanks, presentation files, interactive quizzes, glossaries, lesson plans, coursenotes, etc.).
  • Outlining support (more like OmniOutliner or even like OneNote than like Keynote or Pages).
  • Mindmapping support (unlikely, but would be cool).
  • Whiteboard support (both in-class and online).
  • Collaboration features (à la Adobe Connect).
  • Support for iCloud (almost a given, but it opens up interesting possibilities).
  • iWork integration (sounds likely, but still in my wishlist).
  • Embeddable content (à la iWork.com).
  • Stability, ease of use, and low-cost (i.e., not Adobe Flash or Acrobat).
  • Better support than Apple currently provides for podcast production and publishing.
  • More publisher support than for iBooks.
  • Geared toward normal users, including learners and educators.

The last three are probably where the problem lies. It’s likely that Apple has courted textbook publishers and may have convinced them that they should up their game with online textbooks. It’s clear to me that publishers risk to fall into oblivion if they don’t wake up to the potential of learning content. But I sure hope the announcement goes beyond an agreement with publishers.

Rumour has it that part of the announcement might have to do with bypassing state certification processes, in the US. That would be a big headline-grabber because the issue of state certification is something of wedge issue. Could be interesting, especially if it means free textbooks (though I sure hope they won’t be ad-supported). But that’s much less interesting than what could be done with learning content.

User-generated content” may be one of the core improvements in recent computing history, much of which is relevant for teaching. As fellow anthro Mike Wesch has said:

We’ll  need to rethink a few things…

And Wesch sure has been thinking about learning.

Problem is, publishers and “user-generated content” don’t go well together. I’m guessing that it’s part of the reason for Apple’s insufficient support for “user-generated content”. For better or worse, Apple primarily perceives its users as consumers. In some cases, Apple sides with consumers to make publishers change their tune. In other cases, it seems to be conspiring with publishers against consumers. But in most cases, Apple fails to see its core users as content producers. In the “collective mind of Apple”, the “quality content” that people should care about is produced by professionals. What normal users do isn’t really “content”. iTunes U isn’t an exception, those of us who give lectures aren’t Apple’s core users (even though the education market as a whole has traditionally being an important part of Apple’s business). The fact that Apple courts us underlines the notion that we, teachers and publishers (i.e. non-students), are the ones creating the content. In other words, Apple supports the old model of publishing along with the old model of education. Of course, they’re far from alone in this obsolete mindframe. But they happen to have several of the tools which could be useful in rethinking education.

Thursday’s events is likely to focus on textbooks. But much more is needed to shift the balance between publishers and learners. Including a major evolution in podcasting.

Podcasting is especially relevant, here. I’ve often thought about what Apple could do to enhance podcasting for learning. Way beyond iTunes U. Into something much more interactive. And I don’t just mean “interactive content” which can be manipulated seamless using multitouch gestures. I’m thinking about the back-and-forth of learning and teaching, the conversational model of interactivity which clearly distinguishes courses from mere content.

iCloud Dreams

Got lots more to blog, including something about “received knowledge”. And a list of things I love about Google. (I’m also getting started on “logical punctuation”, as you may already be noticing…)

But, at the risk of attracting trolls and Apple haters, I thought I’d post some notes from a daydreaming session. In some ways, it’s easier to write than the rest. And it’s more “time-sensitive”, in that my thoughts will likely sound very silly, very soon.

But I don’t care.

So, yes, this post is about iCloud, which will be officially unveiled in a few hours. No, it doesn’t mean that I expect anything specific from iCloud or that I trust Apple to deliver something awesome.

Contrary to what some people seem to think, I’m no Apple fanboi. I use a number of Apple products and I find several of them to be close to the ideal in my workflow, but I don’t have any sort of deep involvement in “the Cult of Mac”, Apple Inc., AAPL, or even Apple-focused development. I use the tools and like them, but I don’t think Apple will save us any more than will Facebook, Dell, Google, Amazon, Twitter, HP, or Microsoft.

[Automattic, on the other hand… 😉 ]

So, back to iCloud…

According to many, “cloud computing” (whatever that means) is a domain in which Apple has been relatively weak. I tend to share that opinion, despite the fact that a number of tools that I use have to do with either “the cloud”, Apple, or both. What might give trolls and haters some ammo is that I do have a MobileMe subscription. But there’s a lot I dislike about it and the only features I really find valuable are “over-the-air” syncing (henceforth “OTA”) and “Find My iPhone”. And since I use GSync on my iPod touch, MobileMe’s OTA isn’t that incredibly important. Depending on what iCloud may be, my MobileMe renewal (which comes up in a few days) could be a very hard sell. I don’t regret having it as it did help me retrieve my iPad. But it’s rather expensive if it’s the only thing it does. (Then again, so is insurance of any kind, but I digress…)

So, I’m no MobileMe poweruser. Why would I care about iCloud?

In some ways, I don’t. Or, at least, I didn’t. Until very recently, though I saw rumours about Apple’s new “cloud services”, I was only vaguely intrigued about it. I did think that it might solve my MobileMe issue. But I treated these rumours with a lot of skepticism and a rather low level of interest.

Yet, today, iCloud has been giving me a drift-off moment. Like Android did, at some point.

It’s not that I have predictions to make about iCloud. I’m not even speculating, really. But it got me to think. And, I admit, I enjoy thinking.

Without further ado (about nothing), my fanciful thoughts stemming from a short daydreaming session about iCloud…

The main thing people seem to be expecting  (based on rumoured negotiations with music publishers) is a music streaming service similar to Music Beta by Google or a digital file storage service similar to Amazon Cloud Drive. Both of these are quite neat and I could see myself using something like this. But it’s not exactly what makes me dream. While iTunes integration might make Apple’s version of a music streaming service somewhat more useful than the others. Besides, rumours have it that, through agreements with the recording industry, iCloud might sync music without requiring long uploads. It’s quite possible that this only works with tracks purchased on iTunes, which would upset those whose expectations are high, but could already be useful to some.

Where I’m beginning to drift off, though, is when I start thinking about OTA for podcasts. It’s been high up on my wishlist, as a feature, and you might say that it’s a pet peeve with iOS devices for podcatching. Having to sync my iPod touch to my main desktop just to have my podcast list up-to-date is a major hassle. Sure, there are apps which sync podcasts OTA. Problem is, they can’t add podcasts to the native iOS media player, which is a dealbreaker in my case. (As absurd as it may sound to others, one reason this is a dealbreaker is that I now listen to everything at doublespeed. Hey, it’s my podcast library and I listen to it as I want, ok?)

So, OTA podcasts would constitute a significant enhancement to my experience. Nothing absolutely required and possibly not that significant for others, but it’d really help me in more ways than one could imagine.

Thing is, syncing my iPod touch isn’t just about podcasts, even though podcatching is my main motivation to sync. After all, I don’t listen to podcasts yet I still sync my iPad. So, what else? Well, backing up is the main other thing, and it might be one of the core reason for Apple’s implicit insistence on syncing. That’d be classic Apple. Data loss can be such a big problem that they’d “do what they can” to prevent users from losing data. Far from perfect, in my experience (I ended up having some problems when I lost my “iTunes Library” file). And quite annoying when it meant that the sync would take a very long time to finish at precisely the point when I’m trying to leave home. But a classic Apple move, even in the way Apple haters may mean it.

So OTA synchronization of the whole iOS device, and not just podcasts or music, would be a definite plus, in this perspective. If it does end up coming with iCloud, it’d provide support to the idea that the tethering of iOS devices to desktop computers is really about ensuring that users back up their devices…

…and stay up to date. Firmware updates aren’t that frequent, but they’re probably a major part of the equation for Apple.

But not so much for me. If OTA podcasts were available, I’d still sync my iOS devices on occasion, through whatever means necessary. In fact, were I to use an Android device, a backup app would be essential, to me. So still not much dreaming from the backup aspect of iCloud.

Although… Sync is much broader than preventing device-specific data loss and making sure your device has the latest firmware.

For one thing, it does encompass some of the aforementioned OTA functionalities in MobileMe. Useful, but still not dreamworthy.

We get a bit closer to a “dream come true” if we talk about Xmarks, a bookmark-sync service originally meant for Firefox.  Sure, it sounds incredibly prosaic. But OTA bookmarks would open up a wide range of possibilities. This is about a qualitative difference from going OTA. In the case of backups, it’s about avoiding an annoyance but, arguably, it’s not really about changing something major about our behaviour. (Then again, maybe it is, with people who don’t back their devices up.) Point is, with something as simple as bookmarks, OTA is “disruptive”. At least, it gets me to daydream. One reason is that:

…no matter how fundamental they have been for the Web, links and bookmarks have yet to find their full value.

Hmm… Ok, perhaps a bit hyperbolic… So let me rephrase…

There’s still a lot to be done with URLs and, as simple as they are, I love thinking about links. Maybe I’m just obsessed with URLs.

As it so happens, I have a full list of thoughts about “link processing” and I’ve already blogged about related topics (on more than one occasion, in different contexts, going back to relatively early blogposts). And I even think social science can help.

I mean, think about it! There’s so much you can do, with links! Much of it is obvious, but I’d argue, rarely discussed. For instance, it’s very clear that we can post links pretty much anywhere. Doing so, we’re sharing their “content”. (In a semiotic sense, links are indices. I wish we can move from the “semantic Web” to the “semiotic Web”. But that’s another issue.) Sharing a link is the basic act of the social Web. It’s so obvious and frequent that it seems not to require discussion”.

Another obvious thing about links: we can measure the number of times they’re followed. In 2011, more than thirty years after hypertext has been introduced as a stable concept, much of the Web’s finances still relies on “clickthroughs”. Seems important.

And there’s a lot of processing which can be done with URLs: shortening them, adding them to “to do” lists, checking them for validity, keeping them in link libraries, archiving their “content”, showing them as external or internal links, preventing them from “rotting away”, showing the wordcount or reading time of the item they “target”, display them as QR codes, abuse them, etc.

As you can notice, it’s easy to get me on a tangent simply thinking about URLs. What’s this have t’do with iCloud, you ask? Probably not much, in terms of the actual service which will be announced at Moscone. But I’ve been dreaming about iCloud as a way to integrate Diigo, Instapaper, Delicious, reddit, digg, Slashdot, StumbleUpon, Spurl, The NethernetXmarks

Hey, I told you I was dreaming! Something as simple as managing, processing, sharing, and archiving links in iCloud could lead to just about anything, in my imagination.

And speaking of Xmarks… It’s now owned by Lastpass, a company which focus on password management. IMHO, some Lastpass-like features could make their way in diverse products, including iCloud. Is this far-fetched? Possibly. But secure handling of passwords can be a major issue in both of Apple’s new operating systems (Mac OS X Lion and iOS5). From “keychains” to SSO, there’s a lot of work to be done which relates to password management, in my mind.

Which leads me to think about authentication in general and the rumours about “deep Twitter integration in iOS 5”. (Not directly related to iCloud, but who knows?) Again, something which can send me (and others) on drift-off moments. What if this integration suddenly made iOS devices more useful in terms of social networking services? Something to ponder, if one has a propensity for pondering.

At the same time, given the relative lack of activity on iTunes Ping, I wouldn’t bet on Twitter integration having that major an impact by itself. Not unlike Google, Apple has a hard time making a mark on the social Web. Now, if Twitter integration does connect to everything else Apple does, it could lead to interesting things. A full-fledged online identity? Access to contacts for not only messaging and photo sharing but for collaboration, group management, and media sharing? Not betting on any of this, but it could be fun. Again, not specific to iCloud, but quite related to “The Cloud”. If Twitter integration is deep enough, in iOS 5, it’d be possible to use iOS devices for “cloud computing”, getting further into the “post-PC era”.

An iCloud feature which is expected by several people, is something like an OTA version of the “iTunes file sharing” feature in iOS. Several apps (especially Apple’s own apps) use iTunes and a USB cable to share files. It was a welcome addition to iTunes 9.1 but it’s rather inconvenient. So many other apps rely on Dropbox for file sharing.

Which leads me to dream about iCloud as a replacement for Dropbox. Sounds extremely unlikely that it’ll have the full Dropbox feature set, especially if one thinks about the “Pro 50” and “Pro 100” plans on Dropbox. But I dream of the day when Apple’s iDisk will compete with Dropbox. Not that I’m convinced it ever will. But it’d make Apple’s devices all the more useful if it did.

Something similar, which isn’t frequently discussed directly, in connection with iCloud rumours, but which would rock: Mozy– or Carbonite-style backup, for Mac OS X machines. Sounds very unlikely that Apple will ever offer something like this but, as crazy as it may sound, the connection between Time Capsule and iCloud would be great if it went that far. From a user’s perspective, the similarities between Time Machine backup and “backing up in the cloud” (à la Mozy/Carbonite) are quite obvious. The advantages of both are clear. And while no hardware announcement is supposed to make its way to the WWDC 2011 keynote, I’d give the Time Capsule some consideration if it provided me with the equivalent of what I currently have with Mozy. Not to mention that Mozy has already sparked some drift-off moments, in me, before they announced their new plans. What if I could have a single service which combines features from Mozy, Time Machine, Dropbox, and YouSendIt?

I even think about the possibilities in terms of web hosting. As it stands, MobileMe does allow for some Web publishing through the iWeb application in its iLife suite. But iWeb has never been a major effort for Apple and it hasn’t been seen a significant update in quite a while. What if iCloud could become a true webhost just like, say… iWeb.com? (Semi-disclaimer: I won a free account with iWeb.com, last Fall, and I host some sites there. I also know some of the people who work there…)

Yet again, I don’t expect this to happen. It’s not speculation, on my part. It’s a daydream.

The reason this makes me dream is that I find all these things to be related and I wish they were integrated more seamlessly. Something about which Apple haters may not care much is the type of integration represented by iTunes. As clunky as iTunes may be, in some respects, it’s quite a success in terms of integrating a lot of different things. In fact, it probably overextended its reach a bit too much and we need to replace it. Apple needs to replace iTunes and we should also replace iTunes in our lives.

Like Gruber, I end up thinking about iCloud in relation to iTunes more than in relation to MobileMe. But I also dream about the ideal cloud service, which would not only sync and backup files between iOS devices, hundreds of millions of iTunes store accounts, and Macs, but replace several of the services for which I’m paying monthly fees.

Here’s to dreaming…

Other parts of this crazy, iCloud-infused daydream, in notes form:

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.

Development and Quality: Reply to Agile Diary

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

My tweet:

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

Vikrama’s post:

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

My reply:

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

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

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

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

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

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

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

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

Of course, I digress…

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

Disclaimer: I am not a coder.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Sharing Tool Wishlist

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

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

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

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

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

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

Concepts

What do we share online?

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

Selective sharing

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

Notetaking

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

Todos

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

Outlining/Mindmapping

  • Manage lists of links
  • Prioritize
  • Easily group

Social aspects of sharing

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

Cloud computing

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

Personal streaming

  • Activities through pages
  • Logging
  • Flesh out personal profile

Tagging

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

Required Features

Crossplatform, crossbrowser

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

Related pages

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

Quickly enter links

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

Archiving

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

Automatic processing

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

Thread following

  • Blog comments
  • Forum comments
  • Trackbacks
  • Pings

Exporting

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

Offline processing

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

Microblogging support

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

Fixed/Static URL

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

Authentication

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

Integration

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

Related Tools

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

Relevant Blogposts

I Am Not a Guru

“Nor do I play one online!”

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

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

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

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

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

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

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

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

Coming back to social media and social marketing.

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

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

Social Guru

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

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

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

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

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

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

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

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

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

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

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

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

The Need for Social Science in Social Web/Marketing/Media (Draft)

[Been sitting on this one for a little while. Better RERO it, I guess.]

Sticking My Neck Out (Executive Summary)

I think that participants in many technology-enthusiastic movements which carry the term “social” would do well to learn some social science. Furthermore, my guess is that ethnographic disciplines are very well-suited to the task of teaching participants in these movements something about social groups.

Disclaimer

Despite the potentially provocative title and my explicitly stating a position, I mostly wish to think out loud about different things which have been on my mind for a while.

I’m not an “expert” in this field. I’m just a social scientist and an ethnographer who has been observing a lot of things online. I do know that there are many experts who have written many great books about similar issues. What I’m saying here might not seem new. But I’m using my blog as a way to at least write down some of the things I have in mind and, hopefully, discuss these issues thoughtfully with people who care.

Also, this will not be a guide on “what to do to be social-savvy.” Books, seminars, and workshops on this specific topic abound. But my attitude is that every situation needs to be treated in its own context, that cookie-cutter solutions often fail. So I would advise people interested in this set of issues to train themselves in at least a little bit of social science, even if much of the content of the training material seems irrelevant. Discuss things with a social scientist, hire a social scientist in your business, take a course in social science, and don’t focus on advice but on the broad picture. Really.

Clarification

Though they are all different, enthusiastic participants in “social web,” “social marketing,” “social media,” and other “social things online” do have some commonalities. At the risk of angering some of them, I’m lumping them all together as “social * enthusiasts.” One thing I like about the term “enthusiast” is that it can apply to both professional and amateurs, to geeks and dabblers, to full-timers and part-timers. My target isn’t a specific group of people. I just observed different things in different contexts.

Links

Shameless Self-Promotion

A few links from my own blog, for context (and for easier retrieval):

Shameless Cross-Promotion

A few links from other blogs, to hopefully expand context (and for easier retrieval):

Some raw notes

  • Insight
  • Cluefulness
  • Openness
  • Freedom
  • Transparency
  • Unintended uses
  • Constructivism
  • Empowerment
  • Disruptive technology
  • Innovation
  • Creative thinking
  • Critical thinking
  • Technology adoption
  • Early adopters
  • Late adopters
  • Forced adoption
  • OLPC XO
  • OLPC XOXO
  • Attitudes to change
  • Conservatism
  • Luddites
  • Activism
  • Impatience
  • Windmills and shelters
  • Niche thinking
  • Geek culture
  • Groupthink
  • Idea horizon
  • Intersubjectivity
  • Influence
  • Sphere of influence
  • Influence network
  • Social butterfly effect
  • Cog in a wheel
  • Social networks
  • Acephalous groups
  • Ego-based groups
  • Non-hierarchical groups
  • Mutual influences
  • Network effects
  • Risk-taking
  • Low-stakes
  • Trial-and-error
  • Transparency
  • Ethnography
  • Epidemiology of ideas
  • Neural networks
  • Cognition and communication
  • Wilson and Sperber
  • Relevance
  • Global
  • Glocal
  • Regional
  • City-State
  • Fluidity
  • Consensus culture
  • Organic relationships
  • Establishing rapport
  • Buzzwords
  • Viral
  • Social
  • Meme
  • Memetic marketplace
  • Meta
  • Target audience

Let’s Give This a Try

The Internet is, simply, a network. Sure, technically it’s a meta-network, a network of networks. But that is pretty much irrelevant, in social terms, as most networks may be analyzed at different levels as containing smaller networks or being parts of larger networks. The fact remains that the ‘Net is pretty easy to understand, sociologically. It’s nothing new, it’s just a textbook example of something social scientists have been looking at for a good long time.

Though the Internet mostly connects computers (in many shapes or forms, many of them being “devices” more than the typical “personal computer”), the impact of the Internet is through human actions, behaviours, thoughts, and feelings. Sure, we can talk ad nauseam about the technical aspects of the Internet, but these topics have been covered a lot in the last fifteen years of intense Internet growth and a lot of people seem to be ready to look at other dimensions.

The category of “people who are online” has expanded greatly, in different steps. Here, Martin Lessard’s description of the Internet’s Six Cultures (Les 6 cultures d’Internet) is really worth a read. Martin’s post is in French but we also had a blog discussion in English, about it. Not only are there more people online but those “people who are online” have become much more diverse in several respects. At the same time, there are clear patterns on who “online people” are and there are clear differences in uses of the Internet.

Groups of human beings are the very basic object of social science. Diversity in human groups is the very basis for ethnography. Ethnography is simply the description of (“writing about”) human groups conceived as diverse (“peoples”). As simple as ethnography can be, it leads to a very specific approach to society which is very compatible with all sorts of things relevant to “social * enthusiasts” on- and offline.

While there are many things online which may be described as “media,” comparing the Internet to “The Mass Media” is often the best way to miss “what the Internet is all about.” Sure, the Internet isn’t about anything (about from connecting computers which, in turn, connect human beings). But to get actual insight into the ‘Net, one probably needs to free herself/himself of notions relating to “The Mass Media.” Put bluntly, McLuhan was probably a very interesting person and some of his ideas remain intriguing but fallacies abound in his work and the best thing to do with his ideas is to go beyond them.

One of my favourite examples of the overuse of “media”-based concepts is the issue of influence. In blogging, podcasting, or selling, the notion often is that, on the Internet as in offline life, “some key individuals or outlets are influential and these are the people by whom or channels through which ideas are disseminated.” Hence all the Technorati rankings and other “viewer statistics.” Old techniques and ideas from the times of radio and television expansion are used because it’s easier to think through advertising models than through radically new models. This is, in fact, when I tend to bring back my explanation of the “social butterfly effect“: quite frequently, “influence” online isn’t through specific individuals or outlets but even when it is, those people are influential through virtue of connecting to diverse groups, not by the number of people they know. There are ways to analyze those connections but “measuring impact” is eventually missing the point.

Yes, there is an obvious “qual. vs. quant.” angle, here. A major distinction between non-ethnographic and ethnographic disciplines in social sciences is that non-ethnographic disciplines tend to be overly constrained by “quantitative analysis.” Ultimately, any analysis is “qualitative” but “quantitative methods” are a very small and often limiting subset of the possible research and analysis methods available. Hence the constriction and what some ethnographers may describe as “myopia” on the part of non-ethnographers.

Gone Viral

The term “viral” is used rather frequently by “social * enthusiasts” online. I happen to think that it’s a fairly fitting term, even though it’s used more by extension than by literal meaning. To me, it relates rather directly to Dan Sperber’s “epidemiological” treatment of culture (see Explaining Culture) which may itself be perceived as resembling Dawkins’s well-known “selfish gene” ideas made popular by different online observers, but with something which I perceive to be (to use simple semiotic/semiological concepts) more “motivated” than the more “arbitrary” connections between genetics and ideas. While Sperber could hardly be described as an ethnographer, his anthropological connections still make some of his work compatible with ethnographic perspectives.

Analysis of the spread of ideas does correspond fairly closely with the spread of viruses, especially given the nature of contacts which make transmission possible. One needs not do much to spread a virus or an idea. This virus or idea may find “fertile soil” in a given social context, depending on a number of factors. Despite the disadvantages of extending analogies and core metaphors too far, the type of ecosystem/epidemiology analysis of social systems embedded in uses of the term “viral” do seem to help some specific people make sense of different things which happen online. In “viral marketing,” the type of informal, invisible, unexpected spread of recognition through word of mouth does relate somewhat to the spread of a virus. Moreover, the metaphor of “viral marketing” is useful in thinking about the lack of control the professional marketer may have on how her/his product is perceived. In this context, the term “viral” seems useful.

The Social

While “viral” seems appropriate, the even more simple “social” often seems inappropriately used. It’s not a ranty attitude which makes me comment negatively on the use of the term “social.” In fact, I don’t really care about the use of the term itself. But I do notice that use of the term often obfuscates what is the obvious social character of the Internet.

To a social scientist, anything which involves groups is by definition “social.” Of course, some groups and individuals are more gregarious than others, some people are taken to be very sociable, and some contexts are more conducive to heightened social interactions. But social interactions happen in any context.
As an example I used (in French) in reply to this blog post, something as common as standing in line at a grocery store is representative of social behaviour and can be analyzed in social terms. Any Web page which is accessed by anyone is “social” in the sense that it establishes some link, however tenuous and asymmetric, between at least two individuals (someone who created the page and the person who accessed that page). Sure, it sounds like the minimal definition of communication (sender, medium/message, receiver). But what most people who talk about communication seem to forget (unlike Jakobson), is that all communication is social.

Sure, putting a comment form on a Web page facilitates a basic social interaction, making the page “more social” in the sense of “making that page easier to use explicit social interaction.” And, of course, adding some features which facilitate the act of sharing data with one’s personal contacts is a step above the contact form in terms of making certain type of social interaction straightforward and easy. But, contrary to what Google Friend Connect implies, adding those features doesn’t suddenly make the site social. The site itself isn’t really social and, assuming some people visited it, there was already a social dimension to it. I’m not nitpicking on word use. I’m saying that using “social” in this way may blind some people to social dimensions of the Internet. And the consequences can be pretty harsh, in some cases, for overlooking how social the ‘Net is.

Something similar may be said about the “Social Web,” one of the many definitions of “Web 2.0” which is used in some contexts (mostly, the cynic would say, “to make some tool appear ‘new and improved'”). The Web as a whole was “social” by definition. Granted, it lacked the ease of social interaction afforded such venerable Internet classics as Usenet and email. But it was already making some modes of social interaction easier to perceive. No, this isn’t about “it’s all been done.” It’s about being oblivious to the social potential of tools which already existed. True, the period in Internet history known as “Web 2.0” (and the onset of the Internet’s sixth culture) may be associated with new social phenomena. But there is little evidence that the association is causal, that new online tools and services created a new reality which suddenly made it possible for people to become social online. This is one reason I like Martin Lessard’s post so much. Instead of postulating the existence of a brand new phenomenon, he talks about the conditions for some changes in both Internet use and the form the Web has taken.

Again, this isn’t about terminology per se. Substitute “friendly” for “social” and similar issues might come up (friendship and friendliness being disconnected from the social processes which underline them).

Adoptive Parents

Many “social * enthusiasts” are interested in “adoption.” They want their “things” to be adopted. This is especially visible among marketers but even in social media there’s an issue of “getting people on board.” And some people, especially those without social science training, seem to be looking for a recipe.

Problem is, there probably is no such thing as a recipe for technology adoption.

Sure, some marketing practises from the offline world may work online. Sometimes, adapting a strategy from the material world to the Internet is very simple and the Internet version may be more effective than the offline version. But it doesn’t mean that there is such a thing as a recipe. It’s a matter of either having some people who “have a knack for this sort of things” (say, based on sensitivity to what goes on online) or based on pure luck. Or it’s a matter of measuring success in different ways. But it isn’t based on a recipe. Especially not in the Internet sphere which is changing so rapidly (despite some remarkably stable features).

Again, I’m partial to contextual approaches (“fully-customized solutions,” if you really must). Not just because I think there are people who can do this work very efficiently. But because I observe that “recipes” do little more than sell “best-selling books” and other items.

So, what can we, as social scientists, say about “adoption?” That technology is adopted based on the perceived fit between the tools and people’s needs/wants/goals/preferences. Not the simple “the tool will be adopted if there’s a need.” But a perception that there might be a fit between an amorphous set of social actors (people) and some well-defined tools (“technologies”). Recognizing this fit is extremely difficult and forcing it is extremely expensive (not to mention completely unsustainable). But social scientists do help in finding ways to adapt tools to different social situations.

Especially ethnographers. Because instead of surveys and focus groups, we challenge assumptions about what “must” fit. Our heads and books are full of examples which sound, in retrospect, as common sense but which had stumped major corporations with huge budgets. (Ask me about McDonald’s in Brazil or browse a cultural anthropology textbook, for more information.)

Recently, while reading about issues surrounding the OLPC’s original XO computer, I was glad to read the following:

John Heskett once said that the critical difference between invention and innovation was its mass adoption by users. (Niti Bhan The emperor has designer clothes)

Not that this is a new idea, for social scientists. But I was glad that the social dimension of technology adoption was recognized.

In marketing and design spheres especially, people often think of innovation as individualized. While some individuals are particularly adept at leading inventions to mass adoption (Steve Jobs being a textbook example), “adoption comes from the people.” Yes, groups of people may be manipulated to adopt something “despite themselves.” But that kind of forced adoption is still dependent on a broad acceptance, by “the people,” of even the basic forms of marketing. This is very similar to the simplified version of the concept of “hegemony,” so common in both social sciences and humanities. In a hegemony (as opposed to a totalitarian regime), no coercion is necessary because the logic of the system has been internalized by people who are affected by it. Simple, but effective.

In online culture, adept marketers are highly valued. But I’m quite convinced that pre-online marketers already knew that they had to “learn society first.” One thing with almost anything happening online is that “the society” is boundless. Country boundaries usually make very little sense and the social rules of every local group will leak into even the simplest occasion. Some people seem to assume that the end result is a cultural homogenization, thereby not necessitating any adaptation besides the move from “brick and mortar” to online. Others (or the same people, actually) want to protect their “business models” by restricting tools or services based on country boundaries. In my mind, both attitudes are ineffective and misleading.

Sometimes I Feel Like a Motherless Child

I think the Cluetrain Manifesto can somehow be summarized through concepts of freedom, openness, and transparency. These are all very obvious (in French, the book title is something close to “the evident truths manifesto”). They’re also all very social.

Social scientists often become activists based on these concepts. And among social scientists, many of us are enthusiastic about the social changes which are happening in parallel with Internet growth. Not because of technology. But because of empowerment. People are using the Internet in their own ways, the one key feature of the Internet being its lack of centralization. While the lack of centralized control may be perceived as a “bad thing” by some (social scientists or not), there’s little argument that the ‘Net as a whole is out of the control of specific corporations or governments (despite the large degree of consolidation which has happened offline and online).

Especially in the United States, “freedom” is conceived as a basic right. But it’s also a basic concept in social analysis. As some put it: “somebody’s rights end where another’s begin.” But social scientists have a whole apparatus to deal with all the nuances and subtleties which are bound to come from any situation where people’s rights (freedom) may clash or even simply be interpreted differently. Again, not that social scientists have easy, ready-made answers on these issues. But we’re used to dealing with them. We don’t interpret freedom as a given.

Transparency is fairly simple and relates directly to how people manage information itself (instead of knowledge or insight). Radical transparency is giving as much information as possible to those who may need it. Everybody has a “right to learn” a lot of things about a given institution (instead of “right to know”), when that institution has a social impact. Canada’s Access to Information Act is quite representative of the move to transparency and use of this act has accompanied changes in the ways government officials need to behave to adapt to a relatively new reality.

Openness is an interesting topic, especially in the context of the so-called “Open Source” movement. Radical openness implies participation by outsiders, at least in the form of verbal feedback. The cluefulness of “opening yourself to your users” is made obvious in the context of successes by institutions which have at least portrayed themselves as open. What’s in my mind unfortunate is that many institutions now attempt to position themselves on the openness end of the “closed/proprietary to open/responsive” scale without much work done to really open themselves up.

Communitas

Mottoes, slogans, and maxims like “build it and they will come,” “there’s a sucker born every minute,” “let them have cake,” and “give them what they want” all fail to grasp the basic reality of social life: “they” and “we” are linked. We’re all different and we’re all connected. We all take parts in groups. These groups are all associated with one another. We can’t simply behave the same way with everyone. Identity has two parts: sense of belonging (to an “in-group”) and sense of distinction (from an “out-group”). “Us/Them.”

Within the “in-group,” if there isn’t any obvious hierarchy, the sense of belonging can take the form that Victor Turner called “communitas” and which happens in situations giving real meaning to the notion of “community.” “Community of experience,” “community of practise.” Eckert and Wittgenstein brought to online networks. In a community, contacts aren’t always harmonious. But people feel they fully belong. A network isn’t the same thing as a community.

The World Is My Oyster

Despite the so-called “Digital Divide” (or, more precisely, the maintenance online of global inequalities), the ‘Net is truly “Global.” So is the phone, now that cellphones are accomplishing the “leapfrog effect.” But this one Internet we have (i.e., not Internet2 or other such specialized meta-network) is reaching everywhere through a single set of compatible connections. The need for cultural awareness is increased, not alleviated by online activities.

Release Early, Release Often

Among friends, we call it RERO.

The RERO principle is a multiple-pass system. Instead of waiting for the right moment to release a “perfect product” (say, a blogpost!), the “work in progress” is provided widely, garnering feedback which will be integrated in future “product versions.” The RERO approach can be unnerving to “product developers,” but it has proved its value in online-savvy contexts.

I use “product” in a broad sense because the principle applies to diverse contexts. Furthermore, the RERO principle helps shift the focus from “product,” back into “process.”

The RERO principle may imply some “emotional” or “psychological” dimensions, such as humility and the acceptance of failure. At some level, differences between RERO and “trial-and-error” methods of development appear insignificant. Those who create something should not expect the first try to be successful and should recognize mistakes to improve on the creative process and product. This is similar to the difference between “rehearsal” (low-stakes experimentation with a process) and “performance” (with responsibility, by the performer, for evaluation by an audience).

Though applications of the early/often concept to social domains are mostly satirical, there is a social dimension to the RERO principle. Releasing a “product” implies a group, a social context.

The partial and frequent “release” of work to “the public” relates directly to openness and transparency. Frequent releases create a “relationship” with human beings. Sure, many of these are “Early Adopters” who are already overrepresented. But the rapport established between an institution and people (users/clients/customers/patrons…) can be transfered more broadly.

Releasing early seems to shift the limit between rehearsal and performance. Instead of being able to do mistakes on your own, your mistakes are shown publicly and your success is directly evaluated. Yet a somewhat reverse effect can occur: evaluation of the end-result becomes a lower-stake rating at different parts of the project because expectations have shifted to the “lower” end. This is probably the logic behind Google’s much discussed propensity to call all its products “beta.”

While the RERO principle does imply a certain openness, the expectation that each release might integrate all the feedback “users” have given is not fundamental to releasing early and frequently. The expectation is set by a specific social relationship between “developers” and “users.” In geek culture, especially when users are knowledgeable enough about technology to make elaborate wishlists, the expectation to respond to user demand can be quite strong, so much so that developers may perceive a sense of entitlement on the part of “users” and grow some resentment out of the situation. “If you don’t like it, make it yourself.” Such a situation is rather common in FLOSS development: since “users” have access to the source code, they may be expected to contribute to the development project. When “users” not only fail to fulfil expectations set by open development but even have the gumption to ask developers to respond to demands, conflicts may easily occur. And conflicts are among the things which social scientists study most frequently.

Putting the “Capital” Back into “Social Capital”

In the past several years, ”monetization” (transforming ideas into currency) has become one of the major foci of anything happening online. Anything which can be a source of profit generates an immediate (and temporary) “buzz.” The value of anything online is measured through typical currency-based economics. The relatively recent movement toward ”social” whatever is not only representative of this tendency, but might be seen as its climax: nowadays, even social ties can be sold directly, instead of being part of a secondary transaction. As some people say “The relationship is the currency” (or “the commodity,” or “the means to an end”). Fair enough, especially if these people understand what social relationships entail. But still strange, in context, to see people “selling their friends,” sometimes in a rather literal sense, when social relationships are conceived as valuable. After all, “selling the friend” transforms that relationship, diminishes its value. Ah, well, maybe everyone involved is just cynical. Still, even their cynicism contributes to the system. But I’m not judging. Really, I’m not. I’m just wondering
Anyhoo, the “What are you selling anyway” question makes as much sense online as it does with telemarketers and other greed-focused strangers (maybe “calls” are always “cold,” online). It’s just that the answer isn’t always so clear when the “business model” revolves around creating, then breaking a set of social expectations.
Me? I don’t sell anything. Really, not even my ideas or my sense of self. I’m just not good at selling. Oh, I do promote myself and I do accumulate social capital. As social butterflies are wont to do. The difference is, in the case of social butterflies such as myself, no money is exchanged and the social relationships are, hopefully, intact. This is not to say that friends never help me or never receive my help in a currency-friendly context. It mostly means that, in our cases, the relationships are conceived as their own rewards.
I’m consciously not taking the moral high ground, here, though some people may easily perceive this position as the morally superior one. I’m not even talking about a position. Just about an attitude to society and to social relationships. If you will, it’s a type of ethnographic observation from an insider’s perspective.

Makes sense?