Category Archives: identity

Free from Freelance

For my Happiness Anniversary, this year, I got myself a brand new job.

Ok, it was two days late and a job isn’t really a gift. But it’s the thought that counts.

We’ll see how things go, but the position (Learning Technology Advisor) is right in line with things I already enjoy doing. Such as enabling technological appropriation in learning contexts. And holding thoughtful group discussions on interesting issues. And trying out new tools. And discussing learning objects and learning objectives. All things I’d probably do, regardless of my employment status.

So the work itself is likely to be very satisfying.

It’s been a while since I’ve had a fulltime dayjob. Years. Not that I haven’t been employed fulltime during that period. I did cumulate quite a few hours of work, most years. But they were part of different jobs, contracts, contexts. Which means that very significant a part of my “bandwidth” had to do with professional development. It also meant that my status tended to fluctuate. Teaching part-time was a large part of it, but a major distinction between part-time workers and fulltime ones relates to identity, status, recognition. For instance, sharing an office with a few colleagues is quite different from having your own.

I start my new job Tuesday, so I’ll know more by then (such as the office situation). But I’m already getting different interactions with people, such as this one teacher who says that we now have good reasons to be even better friends.

What’s funny is that the onset of my 2008 Happiness Phase coincided with my shift to freelancing. Had been doing several different things before that, mostly revolving around teaching and learning. But, from that point on, I allowed myself to take on contracts as a freelancer. I was no longer a Ph.D. candidate trying to squeeze in some work opportunity in view of an academic job. I was in control of my professional life, despite all the difficulties associated with freelancing.

It was a nice run. Ebbs and flows. Had the opportunity to try out many different things, sometimes within the same period of time. Landed a part-time position at a startup/community organization where the fit wasn’t great. Struggled to find a balance between acting as my own self and looking for new opportunities at every occasion. Had slow periods which made me question things. Coped with health issues in ways which would have been impossible while working fulltime. Invested time and money in all sorts of things to improve my life as a self-employed individual…

Overall, I learnt a lot. Much of it will be useful in fulltime work.

Though the job is fulltime, it’s based on a renewable contract. When, during the job interview, the HR advisor asked me for my thoughts on this situation, my whole freelance experience was behind me. No, it’s not an issue. I’ll manage even if it’s not renewed. But I’m starting a new life.

Something else about this new life connects to 2008. It’s in a Cegep.

Cegeps are Quebec public colleges for both vocational and pre-university education. I care deeply enough about the Cegep system to defend it. More than once. It’s occasionally under attack by politicians who try to stir things up. But it’s a part of post-secondary education in Quebec which makes it unique. Having taught in diverse places, I find that it makes a significant improvement in university life here. It also enables the kinds of training and learning that  people really need, as “adulteens” (very young adults who are also “teen-aged”). In the past week, even before settling down in my new position, I got to see some impressive things happening in Cegeps. I sincerely think that cegeps are an example to follow, not an anomaly. Similar systems exist elsewhere (from “gymnasium” and “international baccalaureate” to “prep schools” and “community colleges”). But Quebec’s Cegep network is its own very specific thing, fully adapted to its own cultural and social context.

Surely, I’ll have a lot more to say about Cegeps as I work in one.

The connection to 2008 is much more personal. At the time, I was going through a difficult transition in my life. Questioning all sorts of things. Growing dissatisfied with the model for university careers (especially tenure-track professorships and what they entail). Thinking of “what I could do with my life”…

…when it suddenly hit me: I could work in a Cegep.

Can still remember the overwhelming feeling of comfort I experienced when that thought hit me. It was so obvious! So fitting! Sure, there’d be some difficulties, but nothing impossible. I was ready, then, to embark in a Cegep career.

It’s not what happened, right away. I came back to Quebec from Texas and applied to a few things in Cegeps. Was getting other contracts, including teaching contracts at Concordia (where I started teaching in 2006). Never abandoned the idea of working in a Cegep but “life had other plans”, at the time.

I did do several things which got me closer to the Cegep system. Including participations in every MoodleDay event at Dawson. And workshops with Cegep institutions. I even participated in a living lab on educational innovation with the very organization which just hired me (lab summary in French). Without really noticing it, I was preparing myself to join the Cegep World.

One obvious possibility was to add Cegep courses to my part-time teaching load or eventually becoming fulltime as a Cegep teacher. Cegep teaching has clear advantages over university teaching. Simply put, Cegep teachers are allowed to care about learning. University professors who care about pedagogical issues bump into lots of hurdles. Since I care a whole lot about teaching (and I can still do actual research without a tenured position), it sounded like the right place for me. Friends and acquaintances who work in Cegeps kept telling me things which made the fit even more obvious. Though grades do matter in Cegeps, the obsession with grades is much less of an issue in Cegeps than in universities. I care enough about this that I co-organized a public conversation on grades, back in November 2013. Of course, the Cegep population is quite different (and often younger) than the university population. Having taught in the US where people enter university or college directly from high school, I didn’t think it’d be an issue.

But teaching Cegep students directly wasn’t the only option. Having accumulated some expertise on post-secondary learning through 15 years of teaching experience, I was starting to think about being a learning advisor of some sort. This is finally happening, officially.

I’ve often acted as an informal advisor for people. Even during my M.Sc., I would discuss a Ph.D. student’s research in pretty much the way an advisor would. Not the advisor who focuses on logistics and rules and citation impact. But the person who challenges you to rethink a research question or brings you to think of your whole project in a completely new way. Since then, I’ve done the same thing numerous times without ever having an official title to go with it. I’d occasionally get a bit of (informal) credit for it, but I wasn’t aiming for that. I just enjoy helping people in this way.

I also became something of a mentor to some people. For instance, in  view of a pilot project at Concordia, I was able to mentor two teaching assistants who were holding classes in parallel with me. The mentoring included tips and tricks about classroom management along with deeper things on the meaning of university learning. It was still a limited scope, but it was in line with things I wanted to do.

What was even more fitting, given my new position, is that I became the “go-to person” for several things having to do with technology in learning and teaching. This all started in 2007 when, through the Spirit of Inquiry conference, I started collaborating with Concordia’s Centre for Teaching and Learning Services. Created workshops, did screencasts, experimented with some solutions, answered informal questions… Without being employed directly by CTLS, I think it’s fair to say (as several people have been saying) that I was playing a key role in terms of learning technology at Concordia.

There’s a pattern, here. From diverse activities as a freelancer, I now get to merge things to be Learning Technology Advisor at Vitrine technologie-éducation.

Good times!

Ethnic Diversity and Post-Nationalism

I normally don’t enjoy Quora. But I was just asked an anonymous question there which made me react. It’s close to the kind of question I get in my intro-level courses in sociology or anthropology, so I like to “do my job” of elucidating these issues.

Here’s the question:

Can there be such a thing as too much diversity?
Up until recently the rule for all immigrants was “When in Rome do as the Romans do.” This appears to have been replaced by “We’re not going to integrate but live as we did back home.”

Is it possible that at some point diversity becomes a detriment that divides society? Just look at how segregated some cities have become

Here’s my answer:

Funnily enough, I’m preparing an exam on material where this very issue appears. Unfortunately, this material isn’t online.
One of sociology’s core perspectives, functionalism, had “extreme diversity” among the conditions under which social order breaks down. The idea, there, was that it went against society’s integration, since the model was based on well-delimited groups.
That theory has been challenged multiple times. For one thing, very few groups have been that well-integrated. The modern notion of “what The Romans were” comes from a biased view and a limited understanding of what went on at the time. In fact, an episode of the Entitled Opinions podcast contains useful discussions of the very issue.

Same thing can be said about a number of other societies, including contemporary ones.
And this is where things get interesting. We’re probably living a transition from a period marked by the Nation-State (19th and 20th Centuries) to a period marked by fluid groupings, including social networks.
In the Nation-State (contemporary Somalia and Japan, along with the fiction of 19th Century France and possibly a short period of time in Ancient Rome), ethnic homogeneity is presumed and ethnicity is managed through a very complex bureaucratic system related to citizenship. The way ethnic groups are treated then is based on what Benedict Anderson called “Imagined Communities”.
In more fluid systems, which include most of human history, diversity is taken for granted and social integration comes from other dimensions of social life.
In the current context, we have an unusual mixture of rigid Nation-State identities in parallel with the reality of transnationalism, postnationalism, Globalization, and blurred boundaries.
So, to answer the question: is it so clear what the limits of the group are? If so, what are those limits based on? If not, why would diversity be a problem?

For those interested in fluid boundaries, a classic work is Norwegian anthropologist Fredrik Barth’s “Ethnic Groups and Boundaries”.

Minds of All Sizes Think Alike

Or «les esprits de toutes tailles se rencontrent».

This post is a response to the following post about Social Network Analysis (SNA), social change, and communication.

…My heart’s in Accra » Shortcuts in the social graph.

I have too many disparate things to say about that post to make it into a neat and tidy “quickie,” yet I feel like I should probably be working on other things. So we’ll see how this goes.

First, a bit of context..

[This “bit of context” may be a bit long so, please bear with me. Or you could get straight to the point, if you don’t think you can bear the context bit.]

I’ve never met Ethan Zuckerman (@EthanZ), who wrote the post to which I’m responding. And I don’t think we’ve had any extended conversation in the past. Further, I doubt that I’m on his radar. He’s probably seen my name, since I’ve commented on some of his posts and some of his contacts may have had references to me through social media. But I very much doubt that he’s ever mentioned me to anyone. I’m not noticeable to him.

I, on the other hand, have mentioned Zuckerman on several occasions. Latest time I remember was in class, a few weeks ago. It’s a course on Africa and I was giving students a list of online sources with relevance to our work. Zuckerman’s connection to Africa may not be his main thing, despite his blog’s name, but it’s part of the reason I got interested in his work, a few years ago.

In fact, there’s something embarrassing, here.. I so associate Zuckerman to Africa that my mind can’t help but link him to Erik Hersman, aka White African. I did meet Herman. [To be exact, I met Erik at BarCampAustin, which is quite possibly the conference-like event which has had the most influence on me, in the past few years (I go to a lot of these events).] When I did meet Hersman, I made a faux-pas in associating him with Zuckerman. Good-natured as he seemed to be, Hersman smiled as he corrected me.

EthanZ and I have other contacts in common. Jeremy Clarke, for instance, who co-organizes WordCamp Montreal and has been quite active in Montreal’s geek scene. Jeremy’s also a developer for Global Voices, a blogging community that Zuckerman co-founded. I’m assuming Clarke and Zuckerman know each other.

Another mutual contact is Christopher Lydon, host of Radio Open Source. Chris and I have exchanged a few emails, and Zuckerman has been on ROS on a few occasions.

According to Facebook, Zuckerman and I have four contacts in common. Apart from Clarke and Hersman, there’s P. Kerim Friedman and Gerd Leonhard. Kerim is a fellow linguistic anthropologist and we’ve collaborated on the official Society for Linguistic Anthropology (SLA) site. I got in touch with Leonhard through “Music 2.0” issues, as he was interviewed by Charles McEnerney on Well-Rounded Radio.

On LinkedIn, Zuckerman is part of my third degree, with McEnerney as one of my first-degree contacts who could connect me to Zuckerman, through Zuckerman’s contacts.

(Yes, I’m fully aware of the fact that I haven’t name a single woman in this list. Nor someone who doesn’t write in English with some frequency, for that matter.)

By this time, my guess is that you may be either annoyed or confused. “Surely, he can’t be that obsessed with Zuckerman as to stalk him in every network.”

No, I’m not at all obsessed with Ethan Zuckerman in any way, shape, or form. Though I mention him on occasion and I might have a good conversation with him if the occasion arises, I wouldn’t go hang out in Cambridge just in case I might meet him. Though I certainly respect his work, I wouldn’t treat him as my “idol” or anything like that. In other words, he isn’t a focus in my life.

And that’s a key point, to me.

In certain contexts, when social networks are discussed, too much is made of the importance of individuals. Yet, there’s something to be said about relative importance.

In his “shortcuts” post, Zuckerman talks about a special kind of individuals. Those who are able to bypass something of a clustering effect happening in many human networks. Malcolm Gladwell (probably “inspired” by somebody else) has used “connectors” to label a fairly similar category of people and, given Gladwell’s notoriety in some circles, the name has resonance in some contexts (mostly “business-focused people,” I would say, with a clear idea in my mind of the groupthink worldview implied).

In one of my earliest blogposts, I talked about an effect happening through a similar mechanism, calling it the “Social Butterfly Effect” (SBE). I still like it, as a concept. Now, I admit that it focuses on a certain type of individuals. But it’s more about their position in “the grand scheme of things” than about who they are, though I do associate myself with this “type.”

The basic idea is quite simple. People who participate in different (sub)networks, who make such (sub)networks sparser, are having unpredictable and unmeasurable effects on what is transmitted through the network(s).

On one hand, it’s linked to my fragmentary/naïve understanding of the Butterfly Effect in the study of climate and as a component of Chaos Theory.

On the other hand, it’s related to Granovetter‘s well-known notion of “weak ties.” And it seems like Granovetter is making something of a comeback, as we discuss different mechanisms behind social change.

Interestingly, much of what is being said about weak ties, these past few weeks, relates to Gladwell’s flamebait apparent lack of insight in describing current social processes. Sounds like Gladwell may be too caught up in the importance of individuals to truly grok the power of networks.

Case in point.. One of the most useful pieces I’ve read about weak ties, recently, was Jonah Lehrer‘s direct response to Gladwell:

Weak Ties, Twitter and Revolution | Wired Science |

Reading Lehrer’s piece, one gets the clear impression that Gladwell hadn’t “done his homework” on Granovetter before launching his trolling “controversial” piece on activism.

But I digress. Slightly.

Like the Gladwell-specific coverage, Zuckerman’s blogpost is also about social change and he’s already responded to Gladwell. One way to put it is that, as a figure, Gladwell has shaped the discussion in a way similar to a magnetic field orienting iron filings around it. Since it’s a localized effect having to do with polarization, the analogy is fairly useful, as analogies go.

Which brings me to groupthink, the apparent target of Zuckerman’s piece.

Still haven’t read Irving Janis but I’ve been quite interested in groupthink for a while. Awareness of the concept is something I immediately recognize, praise, and associate with critical thinking.

In fact, it’s one of several things I was pleasantly surprised to find in an introductory sociology WikiBook I ended up using in my  “Intro. to Society” course, last year. Critical thinking was the main theme of that course, and this short section was quite fitting in the overall discussion.

So, what of groupthink and networks? Zuckerman sounds worried:

This is interesting to me because I’m intrigued – and worried – by information flows through social networks. If we’re getting more (not lots yet, but more) information through social networks and less through curated media like newspapers, do we run the risk of encountering only information that our friends have access to? Are we likely to be overinformed about some conversations and underinformed about others? And could this isolation lead to ideological polarization, as Cass Sunstein and others suggest? And if those fears are true, is there anything we can do to rewire social networks so that we’re getting richer, more diverse information?

Similar questions have animated many discussions in media-focused circles, especially in those contexts where the relative value (and meaning) of “old vs. new media” may be debated. At about the same time as I started blogging, I remember discussing things with a statistician friend about the polarization effect of media, strong confirmation bias in reading news stories, and political lateralization.

In the United States, especially, there’s a narrative (heard loud and clear) that people who disagree on some basic ideas are unable to hear one another. “Shockingly,” some say, “conservatives and liberals read different things.” Or “those on (the) two sides of (the) debate understand things in completely different ways.” It even reminds me of the connotations of Tannen’s booktitle, You Just Don’t Understand. Irreconciliable differences. (And the first time I mention a woman in this decidedly imbalanced post.)

While, as a French-Canadian ethnographer, my perspective is quite different from Zuckerman, I can’t help but sympathize with the feeling. Not that I associate groupthink with a risk in social media (au contraire!). But, like Zuckerman, I wish to find ways to move beyond these boundaries we impose on ourselves.

Zuckerman specifically discusses the attempt by Onnik Krikorian (@OneWMPhoto) to connect Armenians (at least those in Hayastan) and Azeris, with Facebook “affording” Krikorian some measure of success. This case is now well-known in media-centric circles and it has almost become shorthand for the power of social media. Given a personal interest in Armenians (at least in the Diaspora), my reaction to Krikorian’s success are less related to the media aspect than to the personal one.

At a personal level, boundaries may seem difficult to surmount but they can also be fairly porous and even blurry. Identity may be negotiated. Individuals crossing boundaries may be perceived in diverse ways, some of which have little to do with other people crossing the same boundaries. Things are lived directly, from friendships to wars, from breakups to reconciliations. Significant events happen regardless of the way  they’re being perceived across boundaries.

Not that boundaries don’t matter but they don’t necessarily circumscribe what happens in “personal lives.” To use an seemingly-arbitrary example, code-switching doesn’t “feel” strange at an individual level. It’s only when people insist on separating languages using fairly artificial criteria that alternance between them sounds awkward.

In other words, people cross boundaries all the time and “there’s nothing to it.”

Boundaries have quite a different aspect, at the macrolevel implied by the journalistic worldview (with nation-based checkbox democracy at its core and business-savvy professionalization as its mission). To “macros” like journos and politicos, boundaries look like borders, appearing clearly on maps (including mind ones) and implying important disconnects. The border between Armenia and Azerbaijan is a boundary separating two groups and the conflicts between these two groups reify that boundary. Reaching out across the border is a diplomatic process and necessitates finding the right individuals for the task. Most of the important statuses are ascribed, which may sound horrible to some holding neoliberal ideas about freewill and “individual freedoms.”

Though it’s quite common for networked activities to be somewhat constrained by boundaries, a key feature of networks is that they’re typically boundless. Sure, there are networks which are artificially isolated from the rest. The main example I can find is that of a computer virology laboratory.

Because, technically, you only need one link between two networks to transform them into a single network. So, it’s quite possible to perceive Verizon’s wireless network as a distinct entity, limited by the national boundaries of the U.S. of A. But the simple fact that someone can use Verizon’s network to contact someone in Ségou shows that the network isn’t isolated. Simple, but important to point out.

Especially since we’re talking about a number of things happening on a single network: The Internet. (Yes, there is such a thing as Internet2 and there are some technical distinctions at stake. But we’re still talking about an interconnected world.)

As is well-known, there are significant clusters in this One Network. McLuhan’s once-popular “Global Village” fallacy used to hide this, but we now fully realize that language barriers, national borders, and political lateralization go with “low-bandwidth communication,” in some spots of The Network. “Gs don’t talk to Cs so even though they’re part of the same network, there’s a weak spot, there.” In a Shannon/Weaver view, it sounds quite important to identify these weak spots. “Africa is only connected to North America via a few lines so access is limited, making things difficult for Africans.” Makes sense.

But going back to weak ties, connectors, Zuckerman’s shortcuts, and my own social butterflies, the picture may be a little bit more fleshed out.

Actually, the image I have in mind has, on one side, a wire mesh serving as the floor of an anechoic chamber  and on the other some laser beams going in pseudorandom directions as in Entrapment or Mission Impossible. In the wire mesh, weaker spots might cause a person to fall through and land on those artificial stalagmites. With the laser beams, the pseudorandom structure makes it more difficult to “find a path through the maze.” Though some (engineers) may see the mesh as the ideal structure for any network, there’s something humanly fascinating about the pseudorandom structure of social networks.

Obviously, I have many other ideas in mind. For instance, I wanted to mention “Isabel Wilkerson’s Leaderless March that Remade America.” Or go back to that intro soci Wikibook to talk about some very simple and well-understood ideas about social movements, which often seem to be lacking in discussions of social change. I even wanted to recount some anecdotes of neat network effects in my own life, such as the serendipity coming from discuss disparate subjects to unlike people or the misleading impression that measuring individualized influence is a way to understand social media. Not to mention a whole part I had in my mind about Actor Network Theory, non-human actors, and material culture (the other course I currently teach).

But I feel like going back to more time-sensitive things.

Still, I should probably say a few words about this post’s title.

My mother and I were discussing parallel inventions and polygenesis with the specific theme of moving away from the focus on individualized credit. My favourite example, and one I wish Gladwell (!) had used in Outliers (I actually asked him about it) is that of Gregor Mendel and the “rediscovery” of his laws by de Vries, Correns, and Tschermak. A semi-Marxian version of the synchronous polygenesis part might hold that “ideas are in the air” or that the timing of such dicoveries and inventions has to do with zeitgeist. A neoliberal version could be the “great minds think alike” expression or its French equivalent «Les grands esprits se rencontrent» (“The great spirits meet each other”). Due to my reluctance in sizing up minds, I’d have a hard time using that as a title. In the past, I used a similar title to refer to another form of serendipity:

To me, most normally constituted minds are “great,” so I still could have used the expression as a title. But an advantage of tweaking an expression is that it brings attention to what it implies.

In this case, the “thinking alike” may be a form of groupthink.


Jazz and Identity: Comment on Lydon's Iyer Interview

Radio Open Source » Blog Archive » Vijay Iyer’s Life in Music: “Striving is the Back Story…”.

Sounds like it will be a while before the United States becomes a truly post-racial society.

Iyer can define himself as American and he can even one-up other US citizens in Americanness, but he’s still defined by his having “a Brahmin Indian name and heritage, and a Yale degree in physics.”

Something by which I was taken aback, at IU Bloomington ten years ago, is the fact that those who were considered to be “of color” (as if colour were the factor!) were expected to mostly talk about their “race” whereas those who were considered “white” were expected to remain silent when notions of “race” and ethnicity came up for discussion. Granted, ethnicity and “race” were frequently discussed, so it was possible to hear the voices of those “of color” on a semi-regular basis. Still, part of my culture shock while living in the MidWest was the conspicuous silence of students with brilliant ideas who happened to be considered African-American.

Something similar happened with gender, on occasion, in that women were strongly encouraged to speak out…when a gender angle was needed. Thankfully, some of these women (at least, among those whose “racial” identity was perceived as neutral) did speak up, regardless of topic. But there was still an expectation that when they did, their perspective was intimately gendered.

Of course, some gender lines were blurred: the gender ratio among faculty members was relatively balanced (probably more women than men), the chair of the department was a woman for a time, and one department secretary was a man. But women’s behaviours were frequently interpreted in a gender-specific way, while men were often treated as almost genderless. Male privilege manifested itself in the fact that it was apparently difficult for women not to be gender-conscious.

Those of us who were “international students” had the possibility to decide when our identities were germane to the discussion. At least, I was able to push my «différence» when I so pleased, often by becoming the token Francophone in discussions about Francophone scholars, yet being able not to play the “Frenchie card” when I didn’t find it necessary. At the same time, my behaviour may have been deemed brash and a fellow student teased me by calling me “Mr. Snottyhead.” As an instructor later told me, “it’s just that, since you’re Canadian, we didn’t expect you to be so different.” (My response: “I know some Canadians who would despise that comment. But since I’m Québécois, it doesn’t matter.”) This was in reference to a seminar with twenty students, including seven “internationals”: one Zimbabwean, one Swiss-German, two Koreans, one Japanese, one Kenyan, and one “Québécois of Swiss heritage.” In this same graduate seminar, the instructor expected everyone to know of Johnny Appleseed and of John Denver.

Again, a culture shock. Especially for someone coming from a context in which the ethnic identity of the majority is frequently discussed and in which cultural identity is often “achieved” instead of being ascribed. This isn’t to say that Quebec society is devoid of similar issues. Everybody knows, Quebec has more than its fair share of identity-based problems. The fact of the matter is, Quebec society is entangled in all sorts of complex identity issues, and for many of those, Quebec may appear underprepared. The point is precisely that, in Quebec, identity politics is a matter for everyone. Nobody has the luxury to treat their identity as “neutral.”

Going back to Iyer… It’s remarkable that his thoughtful comments on Jazz end up associated more with his background than with his overall approach. As if what he had to say were of a different kind than those from Roy Hayes or Robin Kelley. As if Iyer had more in common with Koo Nimo than with, say, Sonny Rollins. Given Lydon’s journalistic background, it’s probably significant that the Iyer conversation carried the “Life in Music” name of  the show’s music biography series yet got “filed under” the show’s “Year of India” series. I kid you not.

And this is what we hear at the end of each episode’s intro:

This is Open Source, from the Watson Institute at Brown University. An American conversation with Global attitude, we call it.

Guess the “American” part was taken by Jazz itself, so Iyer was assigned the “Global” one. Kind of wishing the roles were reversed, though Iyer had rehearsed his part.

But enough symbolic interactionism. For now.

During Lydon’s interview with Iyer, I kept being reminded of a conversation (in Brookline)  with fellow Canadian-ethnomusicologist-and-Jazz-musician Tanya Kalmanovitch. Kalmanovitch had fantastic insight to share on identity politics at play through the international (yet not post-national) Jazz scene. In fact, methinks she’d make a great Open Source guest. She lives in Brooklyn but works as assistant chair of contemporary improv at NEC, in B-Town, so Lydon could probably meet her locally.


In some ways, Jazz is more racialized and ethnicized now than it was when Howie Becker published Outsiders. (hey, I did hint symbolic interactionism’d be back!). It’s also very national, gendered, compartmentalized… In a word: modern. Of course, Jazz (or something like it) shall play a role in postmodernity. But only if it sheds itself of its modernist trappings. We should hear out Kevin Mahogany’s (swung) comments about a popular misconception:

Some cats work from nine to five
Change their life for line of jive
Never had foresight to see
Where the changes had to be
Thought that they had heard the word
Thought it all died after Bird
But we’re still swingin’

The following anecdote seems à propos.

Branford Marsalis quartet on stage outside at the Indy Jazz Fest 1999. Some dude in the audience starts heckling the band: “Play something we know!” Marsalis, not losing his cool, engaged the heckler in a conversation on Jazz history, pushing the envelope, playing the way you want to play, and expected behaviour during shows. Though the audience sounded divided when Marsalis advised the heckler to go to Chaka Khan‘s show on the next stage over, if that was more to the heckler’s liking, there wasn’t a major shift in the crowd and, hopefully, most people understood how respectful Marsalis’s comments really were. What was especially precious is when Marsalis asked the heckler: “We’re cool, man?”

It’s nothing personal.

War of the Bugs: Playing with Life in the Brewery

Kept brewing and thinking about brewing, after that last post. Been meaning to discuss my approach to “brewing bugs”: the yeast and bacteria strains which are involved in some of my beers. So, it’s a kind of follow-up.

Perhaps more than a reason for me to brew, getting to have fun with these living organisms is something of an achievement. It took a while before it started paying off, but it now does.

Now, I’m no biochemist. In fact, I’m fairly far to “wet sciences” in general. What I do with these organisms is based on a very limited understanding of what goes on during fermentation. But as long as I’m having fun, that should be ok.

This blogpost is about yeast in brewing. My focus is on homebrewing but many things also apply to craft brewing or even to macrobreweries.

There’s supposed to be a saying that “brewers make wort, yeast makes beer.” Whether or not it’s an actual saying, it’s quite accurate.

“Wort” is unfermented beer. It’s a liquid containing fermentable sugars and all sorts of other compounds which will make their way into the final beer after the yeast has had its fun in it. It’s a sweet liquid which tastes pretty much like Malta (e.g. Vitamalt).

Yeast is a single-cell organism which can do a number of neat things including the fine act of converting simple sugars into alcohol and CO2. Yeast cells also do a number of other neat (and not so neat) things with the wort, including the creation of a large array of flavour compounds which can radically change the character of the beer. Among the four main ingredients in beer (water, grain, hops, and yeast), I’d say that yeast often makes the largest contribution to the finished beer’s flavour and aroma profile.

The importance of yeast in brewing has been acknowledged to different degrees in history. The well-known Reinheitsgebot “purity law” of 1516, which specifies permissible ingredients in beer, made no mention of yeast. As the story goes, it took Pasteur (and probably others) to discover the role of yeast in brewing. After this “discovery,” Pasteur and others have been active at isolating diverse yeast strains to be used in brewing. Before that time, it seems that yeast was just occurring naturally in the brewing process.

As may be apparent in my tone, I’m somewhat skeptical of the “discovery” narrative. Yeast may not have been understood very clearly before Pasteur came on the scene, but there’s some evidence showing that yeast’s contribution to brewing had been known in different places at previous points in history. It also seems likely that multiple people had the same basic insight as LP did but may not have had the evidence to support this insight. This narrative is part of the (home)brewing “shared knowledge.”

But I’m getting ahead of myself.

There’s a lot to be said about yeast biochemistry. In fact, the most casual of brewers who spends any significant amount of time with online brewing resources has some understanding, albeit fragmentary, of diverse dimensions of biochemistry through the action of yeast. But this blogpost isn’t about yeast biochemistry.

I’m no expert and biochemistry is a field for experts. What tends to interest me more than the hard science on yeast is the kind of “folk science” brewers create around yeast. Even the most scientific of brewers occasionally talks about yeast in a way which sounds more like folk beliefs than like hard science. In ethnographic disciplines, there’s a field of “ethnoscience” which deals with this kind of “folk knowledge.” My characterization of “folk yeast science” will probably sound overly simplistic and I’m not saying that it accurately represents a common approach to yeast among brewers. It’s more in line with the tone of Horace Miner’s classic text about the Nacirema than with anything else. A caricature, maybe, but one which can provide some insight.

In this case, because it’s a post on my personal blog, it probably provides more insight about yours truly than about anybody else. So be it.

I’m probably more naïve than most. Or, at least, I try to maintain a sense of wonder, as I play with yeast. I’ve done just enough reading about biochemistry to be dangerous. Again, “the brewery is an adult’s chemistry set.”

A broad distinction in the brewer’s approach to yeast is between “pure” and “wild” yeast. Pure yeast usually comes to the brewer from a manufacturer but it originated in a well-known brewery. Wild yeast comes from the environment and should be avoided at all costs. Wild yeast infects and spoils the wort. Pure yeast is a brewer’s best friend as it’s the one which transforms sweet wort into tasty, alcoholic beer. Brewers do everything to “keep the yeast happy.” Though yeast happiness sounds like exaggeration on my part, this kind of anthropomorphic concept is clearly visible in discussions among brewers. (Certainly, “yeast health” is a common concept. It’s not anthropomorphic by itself, but it takes part in the brewer’s approach to yeast as life.) Wild yeast is the reason brewers use sanitizing agents. Pure yeast is carefully handled, preserved, “cultured.” In this context, “wild yeast” is unwanted yeast. “Pure yeast” is the desirable portion of microflora.

It wouldn’t be too much of an exaggeration to say that many brewers are obsessed with the careful handling of pure yeast and the complete avoidance of wild yeast. The homebrewer’s motto, following Charlie Papazian, may be “Relax, Don’t Worry, Have a Homebrew,” when brewers do worry, they often worry about keeping their yeast as pure as possible or keeping their wort as devoid of wild yeast as possible.

In the context of brewers’ folk taxonomy, wild yeast is functionally a “pest,” its impact is largely seen as negative. Pure yeast is beneficial. Terms like “bugs” or “beasties” are applied to both but, with wild yeast, their connotations and associations are negative (“nasty bugs”) while the terms are applied to pure yeast in a more playful, almost endeared tone. “Yeasties” is almost a pet name for pure yeast.

I’ve mentioned “folk taxonomy.” Here, I’m mostly thinking about cognitive anthropology. Taxonomies have been the hallmark of cognitive anthropology, as they reveal a lot about the ways people conceive of diverse parts of reality and are relatively easy to study. Eliciting categories in a folk taxonomy is a relatively simple exercise which can even lead to other interesting things in terms of ethnographic research (including, for instance, establishing rapport with local experts or providing a useful basis to understanding subtleties in the local language). I use terms like “folk” and “local” in a rather vague way. The distinction is often with “Western” or even “scientific.” Given the fact that brewing in North America has some strong underpinnings in science, it’s quite fun to think about North American homebrewers through a model which involves an opposition to “Western/scientific.” Brewers, including a large proportion of homebrewers, tend to be almost stereotypically Western and to work through (and sometimes labour under) an almost-reductionist scientific mindframe. In other words, my talking about “folk taxonomy” is almost a way to tease brewers. But it also relates to my academic interest in cultural diversity, language, worldviews, and humanism.

“Folk taxonomies” can be somewhat fluid but the concept applies mostly to classification systems which are tree-like, with “branches” coming of broader categories. The term “folksonomy” has some currency, these days, to refer to a classification structure which has some relation to folk taxonomy but which doesn’t tend to work through a very clear arborescence. In many contexts, “folksonomy” simply means “tagging,” with the notion that it’s a free-form classification, not amenable to treatment in the usual “hierarchical database” format. Examples of folksonomies often have to do with the way people classify books or other sources of information. A folksonomy is then the opposite of the classification system used in libraries or in Web directories such as the original Yahoo! site. Tags assigned to this blogpost (“Tagged: Belgian artist…”) are part of my own folksonomy for blogposts. Categories on WordPress blogs such as this ones are supposed to create more of a (folk) taxonomy. For several reasons (including the fact that tags weren’t originally available to me for this blog), I tend to use categories as more of a folksonomy, but with a bit more structure. Categories are more stable than tags. For a while, now, I’ve refrained from adding new categories (to my already overly-long list). But I do add lots of new tags.


Going back to brewers’ folk taxonomy of yeast strains…

Technically, if I’m not mistaken, the term “pure” should probably refer to the yeast culture, not to the yeast itself. But the overall concept does seem to apply to types of yeast, even if other terms are used. The terms “wild” and “pure” aren’t inappropriate. “Wild” yeast is undomesticated. “Pure” yeast strains were those strains which were selected from wild yeast strains and were isolated in laboratories.

Typically, pure yeast strains come from one of two species of the genus Saccharomyces. One species includes the “top-fermenting” yeast strains used in ales while the other species includes the “bottom-fermenting” yeast strains used in lagers. The distinction between ale and lager is relatively recent, in terms of brewing history, but it’s one which is well-known among brewers. The “ale” species is called cerevisiae (with all sorts of common misspellings) and the “lager” species has been called different names through history, to the extent that the most appropriate name (pastorianus) seems to be the object of specialized, not of common knowledge.

“Wild yeast” can be any yeast strain. In fact, the two species of pure yeast used in brewing exist as wild yeast and brewers’ “folk classification” of microorganisms often lumps bacteria in the “wild yeast” category. The distinction between bacteria and yeast appears relatively unimportant in relation to brewing.

As can be expected from my emphasis on “typically,” above, not all pure yeast strains belong to the “ale” and “lager” species. And as is often the case in research, the exceptions are where things get interesting.

One category of yeast which is indeed pure but which doesn’t belong to one of the two species is wine yeast. While brewers do occasionally use strains of wild yeast when making other beverages besides beer, wine yeast strains mostly don’t appear on the beer brewer’s radar as being important or interesting. Unlike wild yeast, it shouldn’t be avoided at all costs. Unlike pure yeast, it shouldn’t be cherished. In this sense, it could almost serve as «degré zéro» or “null” in the brewer’s yeast taxonomy.

Then, there are yeast strains which are usually considered in a negative way but which are treated as pure strains. I’m mostly thinking about two of the main species in the Brettanomyces genus, commonly referred to as “Brett.” These are winemakers’ pests, especially in the case of oak aging. Oak casks are expensive and they can be ruined by Brett infections. In beer, while Brett strains are usually classified as wild yeast, some breweries have been using Brett in fermentation to effects which are considered by some people to be rather positive while others find these flavours and aromas quite displeasing. It’s part of the brewing discourse to use “barnyard” and “horse blanket” as descriptors for some of the aroma and flavour characteristics given by Brett.

Brewers who consciously involve Brett in the fermentation process are rather uncommon. There are a few breweries in Belgium which make use of Brett, mostly in lambic beers which are fermented “spontaneously” (without the use of controlled innoculation). And there’s a (slightly) growing trend among North American home- and craft brewers toward using Brett and other bugs in brewing.

Because of these North American brewers, Brett strains are now available commercially, as “pure” strains.

Which makes for something quite interesting. Brett is now part of the “pure yeast” category, at least for some brewers. They then use Brett as they would other pure strains, taking precautions to make sure it’s not contaminated. At the same time, Brett is often used in conjunction with other yeast strains and, contrary to the large majority of beer fermentation methods, what brewers use is a complex yeast culture which includes both Saccharomyces and Brett. It may not seem that significant but it brings fermentation out of the strict “mono-yeast” model. Talking about “miscegenation” in social terms would be abusive. But it’s interesting to notice which brewers use Brett in this way. In some sense, it’s an attitude which has dimensions from both the “Belgian Artist” and “German Engineer” poles in my brewing attitude continuum.

Other brewers use Brett in a more carefree way. Since Brett-brewing is based on a complex culture, one can go all the way and mix other bugs. Because Brett has been mostly associated with lambic brewing, since the onset of “pure yeast” brewing, the complex cultures used in lambic breweries serve as the main model. In those breweries, little control can be applied to the balance between yeast strains and the concept of “pure yeast” seems quite foreign. I’ve never visited a lambic brewery (worse yet, I’ve yet to set foot in Belgium), but I get to hear and read a lot about lambic brewing. My perception might be inaccurate, but it also reflects “common knowledge” among North American brewers.

As you might guess, by now, I take part in the trend to brew carefreely. Even carelessly. Which makes me more of a MadMan than the majority of brewers.

Among both winemakers and beer brewers, Brett has the reputation to be “resilient.” Once Brett takes hold of your winery or brewery, it’s hard to get rid of it. Common knowledge about Brett includes different things about its behaviour in the fermentation process (it eats some sugars that Saccharomyces doesn’t, it takes a while to do its work…). But Brett also has a kind of “character,” in an almost-psychological sense.

Which reminds me of a comment by a pro brewer about a well-known strain of lager yeast being “wimpy,” especially in comparison with some well-known British ale yeast strains such as Ringwood. To do their work properly, lager strains tend to require more care than ale strains, for several reasons. Ringwood and some other strains are fast fermenters and tend to “take over,” leaving little room for other bugs.

Come to think of it, I should try brewing with a blend of Ringwood and Brett. It’d be interesting to see “who wins.”

Which brings me to “war.”

Now, I’m as much of a pacifist as one can be. Not only do I not tend to be bellicose and do I cherish peace, I frequently try to avoid conflict and I even believe that there’s a peaceful resolution to most situations.

Yet, one thing I enjoy about brewing is to play with conflicting yeast strains. Pitting one strain against another is my way to “wage wars.” And it’s not very violent.

I also tend to enjoy some games which involve a bit of conflict, including Diplomacy and Civilization. But I tend to play these games as peacefully as possible. Even Spymaster, which rapidly became focused on aggressions, I’ve been playing as a peace-loving, happy-go-lucky character.

But, in the brewery, I kinda like the fact that yeast cells from different strains are “fighting” one another. I don’t picture yeast cells like warriors (with tiny helmets), but I do have fun imagining the “Battle of the Yeast.”

Of course, this has more to do with competition than with conflict. But both are related, in my mind. I’m also not that much into competition and I don’t like to pit people against one another, even in friendly competition. But this is darwinian competition. True “survival of the fittest,” with everything which is implied in terms of being contextually appropriate.

So I’m playing with life, in my brewery. I’m not acting as a Creator over the yeast population, but there’s something about letting yeast cells “having at it” while exercising some level of control that could be compared to some spiritual figures.

Thinking about this also makes me think about the Life game. There are some similarities between what goes on in my wort and what Conway’s game implies. But there are also several differences, including the type of control which can be applied in either case and the fact that the interaction between yeast cells is difficult to visualize. Not to mention that yeast cells are actual, living organisms while the cellular automaton is pure simulation.

The fun I have playing with yeast cells is part of the reason I like to use Brett in my beers. The main reason, though, is that I like the taste of Brett in beer. In fact, I even like it in wine, by transfer from my taste for Brett in beer.

And then, there’s carefree brewing.

As I described above, brewers are very careful to avoid wild yeast and other unwanted bugs in their beers. Sanitizing agents are an important part of the brewer’s arsenal. Which goes well with the “German engineer” dimension of brewing. There’s an extreme position in brewing, even in homebrewing. The “full-sanitization brewery.” Apart from pure yeast, nothing should live in the wort. Actually, nothing else should live in the brewery. If it weren’t for the need to use yeast in the fermentation process, brewing could be done in a completely sterile environment. The reference for this type of brewery is the “wet science” lab. As much as possible, wort shouldn’t come in contact with air (oxidization is another reason behind this; the obsession with bugs and the distaste for oxidization often go together). It’s all about control.

There’s an obvious reason behind this. Wort is exactly the kind of thing wild yeast and other bugs really like. Apparently, slants used to culture microorganisms in labs may contain a malt-based gelatin which is fairly similar to wort. I don’t think it contains hops, but hops are an agent of preservation and could have a positive effect in such a slant.

I keep talking about “wild yeast and other bugs” and I mentioned that, in the brewer’s folk taxonomy, bacteria are equivalent to wild yeast. The distinction between yeast and bacteria matters much less in the brewery than in relation to life sciences. In the conceptual system behind brewing, bacteria is functionally equivalent to wild yeast.

Fear of bacteria and microbes is widespread, in North America. Obviously, there are many excellent medical reasons to fear a number of microorganisms. Bacteria can in fact be deadly, in the right context. Not that the mere presence of bacteria is directly linked with human death. But there’s a clear association, in a number of North American minds, between bacteria and disease.

As a North American, despite my European background, I tended to perceive bacteria in a very negative way. Even today, I react “viscerally” at the mention of bacteria. Though I know that bacteria may in fact be beneficial to human health and that the human body contains a large number of bacterial cells, I have this kind of ingrained fear of bacteria. I love cheese and yogurt, including those which are made with very complex bacterial culture. But even the mere mention of bacteria in this context requires that I think about the distinction between beneficial and dangerous bacteria. In other words, I can admit that I have an irrational fear of bacteria. I can go beyond it, but my conception of microflora is skewed.

For two years in Indiana, I was living with a doctoral student in biochemistry. Though we haven’t spent that much time talking about microorganisms, I was probably influenced by his attitude toward sanitization. What’s funny, though, is that our house wasn’t among the cleanest in which I’ve lived. In terms of “sanitary conditions,” I’ve had much better and a bit worse. (I’ve lived in a house where we received an eviction notice from the county based on safety hazards in that place. Lots of problems with flooding, mould, etc.)

Like most other North American brewers, I used to obsess about sanitization, at every step in the process. I was doing an average job at sanitization and didn’t seem to get any obvious infection. I did get “gushers” (beers which gush out of the bottle when I open it) and a few “bottle bombs” (beer bottles which actually explode). But there were other explanations behind those occurrences than contamination.

The practise of sanitizing everything in the brewery had some significance in other parts of my life. For instance, I tend to think about dishes and dishwashing in a way which has more to do with caution over potential contamination than with dishes appearing clean and/or shiny. I also think about what should be put in the refrigerator and what can be left out, based on my limited understanding of biochemistry. And I think about food safety in a specific way.

In the brewery, however, I moved more and more toward another approach to microflora. Again, a more carefree approach to brewing. And I’m getting results that I enjoy while having a lot of fun. This approach is also based on my pseudo-biochemistry.

One thing is that, in brewing, we usually boil the wort for an hour or more before inoculation with pure yeast. As boiling kills most bugs, there’s something to be said about sanitization being mostly need for equipment which touches the wort after the boil. Part of the equipment is sanitized during the boiling process and what bugs other pieces of equipment may transfer to the wort before boiling are unlikely to have negative effects on the finished beer. With this idea in mind, I became increasingly careless with some pieces of my brewing equipment. Starting with the immersion chiller and kettle, going all the way to the mashtun.

Then, there’s the fact that I use wild yeast in some fermentations. In both brewing and baking, actually. Though my results with completely “wild” fermentations have been mixed to unsatisfactory, some of my results with “partially-wild” fermentations have been quite good.

Common knowledge among brewers is that “no known pathogen can survive in beer.” From a food safety standpoint, beer is “safe” for four main reasons: boiling, alcohol, low pH, and hops. At least, that’s what is shared among brewers, with narratives about diverse historical figures who saved whole populations through beer, making water sanitary. Depending on people’s attitudes toward alcohol, these stories about beer may have different connotations. But it does seem historically accurate to say that beer played an important part in making water drinkable.

So, even wild fermentation is considered safe. People may still get anxious but, apart from off-flavours, the notion is that contaminated beer can do no more harm than other beers.

The most harmful products of fermentation about which brewers may talk are fusel alcohols. These, brewers say, may cause headaches if you get too much of them. Fusels can cause some unwanted consequences, but they’re not living organisms and won’t spread as a disease. In brewer common knowledge, “fusels” mostly have to do with beers with high degrees of alcohol which have been fermented at a high temperature. My personal sense is that fusels aren’t more likely to occur in wild fermentation than with pure fermentation, especially given the fact that most wild fermentation happens with beer with a low degree of alcohol.

Most of the “risks” associated with wild fermentation have to do with flavours and aromas which may be displeasing. Many of these have to do with souring, as some bugs transform different compounds (alcohol especially, if I’m not mistaken) into different types of acids. While Brett and other strains of wild yeast can cause some souring, the acids in questions mostly have to do with bacteria. For instance, lactobacillus creates lactic acid, acetobacter creates acetic acid, etc.

Not only do I like that flavour and aroma characteristics associated with some wild yeast strains (Brett, especially), I also like sour beers. It may sound strange given the fact that I suffer from GERD. But I don’t overindulge in sour beers. I rarely drink large quantities of beer and sour beers would be the last thing I’d drink large quantities of. Besides, there’s a lot to be said about balance in pH. I may be off but I get the impression that there are times in which sour things are either beneficial to me or at least harmless. Part of brewer common knowledge in fact has a whole thing about alkalinity and pH. I’m not exactly clear on how it affects my body based on ingestion of diverse substances, but I’m probably affected by my background as a homebrewer.

Despite my taste for sour beers, I don’t necessarily have the same reaction to all souring agents. For instance, I have a fairly clear threshold in terms of acetic acid in beer. I enjoy it when a sour beer has some acetic character. But I prefer to limit the “aceticness” of my beers. Two batches I’ve fermented with wild bugs were way too acetic for me and I’m now concerned that other beers may develop the same character. In fact, if there’s a way to prevent acetobacter from getting in my wort while still getting the other bugs working, I could be even more carefree as a brewer than I currently am.

Which is a fair deal. These days, I really am brewing carefreely. Partly because of my “discovery” of lactobacillus.

As brewer common knowledge has it, lactobacillus is just about everywhere. It’s certainly found on grain and it’s present in human saliva. It’s involved in some dairy fermentation and it’s probably the main source of bacterial fear among dairy farmers.

Apart from lambic beers (which all come from a specific region in Belgium), the main sour beer that is part of brewer knowledge is Berliner Weisse. Though I have little data on how Berliner Weisse is fermented, I’ve known for a while that some people create a beer akin to Berliner Weisse through what brewers call a “sour mash” (and which may or may not be related to sour mash in American whiskey production). After thinking about it for years, I’ve done my first sour mash last year. I wasn’t very careful in doing it but I got satisfying results. One advantage of the sour mash is that it happens before boiling, which means that the production of acid can be controlled, to a certain degree. While I did boil my wort coming from sour mash, it’s clear that I still had some lactobacillus in my fermenters. It’s possible that my boil (which was much shorter than the usual) wasn’t enough to kill all the bugs. But, come to think of it, I may have been a bit careless with sanitization of some pieces of equipment which had touched the sour wort before boiling. Whatever the cause, I ended up with some souring bugs in my fermentation. And these worked really well for what I wanted. So much so that I’ve consciously reused that culture in some of my most recent brewing experiments.

So, in my case, lactobacillus is in the “desirable” category of yeast taxonomy. With Brett and diverse Saccharomyces strains, lactobacillus is part of my fermentation apparatus.

As a mad brewer, I can use what I want to use. I may not create life, but I create beer out of this increasingly complex microflora which has been taking over my brewery.

And I’m a happy brewer.

A Glocal Network of City-States?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

But I was also thinking about The Internet.

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

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

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

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

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

But I might still flesh out a few notes.

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

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

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

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

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

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

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

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

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

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

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.


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.


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.


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
  • 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.


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?