Category Archives: rants

Installing BuddyPress on a Webhost

[Jump here for more technical details.]

A few months ago, I installed BuddyPress on my Mac to try it out. It was a bit of an involved process, so I documented it:

WordPress MU, BuddyPress, and bbPress on Local Machine « Disparate.

More recently, I decided to get a webhost. Both to run some tests and, eventually, to build something useful. BuddyPress seems like a good way to go at it, especially since it’s improved a lot, in the past several months.

In fact, the installation process is much simpler, now, and I ran into some difficulties because I was following my own instructions (though adapting the process to my webhost). So a new blogpost may be in order. My previous one was very (possibly too) detailed. This one is much simpler, technically.

One thing to make clear is that BuddyPress is a set of plugins meant for WordPress µ (“WordPress MU,” “WPMU,” “WPµ”), the multi-user version of the WordPress blogging platform. BP is meant as a way to make WPµ more “social,” with such useful features as flexible profiles, user-to-user relationships, and forums (through bbPress, yet another one of those independent projects based on WordPress).

While BuddyPress depends on WPµ and does follow a blogging logic, I’m thinking about it as a social platform. Once I build it into something practical, I’ll probably use the blogging features but, in a way, it’s more of a tool to engage people in online social activities. BuddyPress probably doesn’t work as a way to “build a community” from scratch. But I think it can be quite useful as a way to engage members of an existing community, even if this engagement follows a blogger’s version of a Pareto distribution (which, hopefully, is dissociated from elitist principles).

But I digress, of course. This blogpost is more about the practical issue of adding a BuddyPress installation to a webhost.

Webhosts have come a long way, recently. Especially in terms of shared webhosting focused on LAMP (or PHP/MySQL, more specifically) for blogs and content-management. I don’t have any data on this, but it seems to me that a lot of people these days are relying on third-party webhosts instead of relying on their own servers when they want to build on their own blogging and content-management platforms. Of course, there’s a lot more people who prefer to use preexisting blog and content-management systems. For instance, it seems that there are more bloggers on WordPress.com than on other WordPress installations. And WP.com blogs probably represent a small number of people in comparison to the number of people who visit these blogs. So, in a way, those who run their own WordPress installations are a minority in the group of active WordPress bloggers which, itself, is a minority of blog visitors. Again, let’s hope this “power distribution” not a basis for elite theory!

Yes, another digression. I did tell you to skip, if you wanted the technical details!

I became part of the “self-hosted WordPress” community through a project on which I started work during the summer. It’s a website for an academic organization and I’m acting as the organization’s “Web Guru” (no, I didn’t choose the title). The site was already based on WordPress but I was rebuilding much of it in collaboration with the then-current “Digital Content Editor.” Through this project, I got to learn a lot about WordPress, themes, PHP, CSS, etc. And it was my first experience using a cPanel- (and Fantastico-)enabled webhost (BlueHost, at the time). It’s also how I decided to install WordPress on my local machine and did some amount of work from that machine.

But the local installation wasn’t an ideal solution for two reasons: a) I had to be in front of that local machine to work on this project; and b) it was much harder to show the results to the person with whom I was collaborating.

So, in the Fall, I decided to get my own staging server. After a few quick searches, I decided HostGator, partly because it was available on a monthly basis. Since this staging server was meant as a temporary solution, HG was close to ideal. It was easy to set up as a PayPal “subscription,” wasn’t that expensive (9$/month), had adequate support, and included everything that I needed at that point to install a current version of WordPress and play with theme files (after importing content from the original site). I’m really glad I made that decision because it made a number of things easier, including working from different computers, and sending links to get feedback.

While monthly HostGator fees were reasonable, it was still a more expensive proposition than what I had in mind for a longer-term solution. So, recently, a few weeks after releasing the new version of the organization’s website, I decided to cancel my HostGator subscription. A decision I made without any regret or bad feeling. HostGator was good to me. It’s just that I didn’t have any reason to keep that account or to do anything major with the domain name I was using on HG.

Though only a few weeks elapsed since I canceled that account, I didn’t immediately set out to transition to a new webhost. I didn’t go from HostGator to another webhost.

But having my own webhost still remained at the back of my mind as something which might be useful. For instance, while not really making a staging server necessary, a new phase in the academic website project brought up a sandboxing idea. Also, I went to a “WordPress Montreal” meeting and got to think about further WordPress development/deployment, including using BuddyPress for my own needs (both as my own project and as a way to build my own knowledge of the platform) instead of it being part of an organization’s project. I was also thinking about other interesting platforms which necessitate a webhost.

(More on these other platforms at a later point in time. Bottom line is, I’m happy with the prospects.)

So I wanted a new webhost. I set out to do some comparison shopping, as I’m wont to do. In my (allegedly limited) experience, finding the ideal webhost is particularly difficult. For one thing, search results are cluttered with a variety of “unuseful” things such as rants, advertising, and limited comparisons. And it’s actually not that easy to give a new webhost a try. For one thing, these hosting companies don’t necessarily have the most liberal refund policies you could imagine. And, switching a domain name between different hosts and registrars is a complicated process through which a name may remain “hostage.” Had I realized what was involved, I might have used a domain name to which I have no attachment or actually eschewed the whole domain transition and just try the webhost without a dedicated domain name.

Doh!
Live and learn. I sure do. Loving almost every minute of it.

At any rate, I had a relatively hard time finding my webhost.

I really didn’t need “bells and whistles.” For instance, all the AdSense, shopping cart, and other business-oriented features which seem to be publicized by most webhosting companies have no interest, to me.

I didn’t even care so much about absolute degree of reliability or speed. What I’m to do with this host is fairly basic stuff. The core idea is to use my own host to bypass some limitations. For instance, WordPress.com doesn’t allow for plugins yet most of the WordPress fun has to do with plugins.

I did want an “unlimited” host, as much as possible. Not because expect to have huge resource needs but I just didn’t want to have to monitor bandwidth.

I thought that my needs would be basic enough that any cPanel-enabled webhost would fit. As much as I could see, I needed FTP access to something which had PHP 5 and MySQL 5. I expected to install things myself, without use of the webhost’s scripts but I also thought the host would have some useful scripts. Although I had already registered the domain I wanted to use (through Name.com), I thought it might be useful to have a free domain in the webhosting package. Not that domain names are expensive, it’s more of a matter of convenience in terms of payment or setup.

I ended up with FatCow. But, honestly, I’d probably go with a different host if I were to start over (which I may do with another project).

I paid 88$ for two years of “unlimited” hosting, which is quite reasonable. And, on paper, FatCow has everything I need (and I bunch of things I don’t need). The missing parts aren’t anything major but have to do with minor annoyances. In other words, no real deal-breaker, here. But there’s a few things I wish I had realized before I committed on FatCow with a domain name I actually want to use.

Something which was almost a deal-breaker for me is the fact that FatCow requires payment for any additional subdomain. And these aren’t cheap: the minimum is 5$/month for five subdomains, up to 25$/month for unlimited subdomains! Even at a “regular” price of 88$/year for the basic webhosting plan, the “unlimited subdomains” feature (included in some webhosting plans elsewhere) is more than three times more expensive than the core plan.

As I don’t absolutely need extra subdomains, this is mostly a minor irritant. But it’s one reason I’ll probably be using another webhost for other projects.

Other issues with FatCow are probably not enough to motivate a switch.

For instance, the PHP version installed on FatCow (5.2.1) is a few minor releases behind the one needed by some interesting web applications. No biggie, especially if PHP is updated in a relatively reasonable timeframe. But still makes for a slight frustration.

The MySQL version seems recent enough, but it uses non-standard tools to manage it, which makes for some confusion. Attempting to create some MySQL databases with obvious names (say “wordpress”) fails because the database allegedly exists (even though it doesn’t show up in the MySQL administration). In the same vein, the URL of the MySQL is <username>.fatcowmysql.com instead of localhost as most installers seem to expect. Easy to handle once you realize it, but it makes for some confusion.

In terms of Fantastico-like simplified installation of webapps, FatCow uses InstallCentral, which looks like it might be its own Fantastico replacement. InstallCentral is decent enough as an installation tool and FatCow does provide for some of the most popular blog and CMS platforms. But, in some cases, the application version installed by FatCow is old enough (2005!)  that it requires multiple upgrades to get to a current version. Compared to other installation tools, FatCow’s InstallCentral doesn’t seem really efficient at keeping track of installed and released versions.

Something which is partly a neat feature and partly a potential issue is the way FatCow handles Apache-related security. This isn’t something which is so clear to me, so I might be wrong.

Accounts on both BlueHost and HostGator include a public_html directory where all sorts of things go, especially if they’re related to publicly-accessible content. This directory serves as the website’s root, so one expects content to be available there. The “index.html” or “index.php” file in this directory serves as the website’s frontpage. It’s fairly obvious, but it does require that one would understand a few things about webservers. FatCow doesn’t seem to create a public_html directory in a user’s server space. Or, more accurately, it seems that the root directory (aka ‘/’) is in fact public_html. In this sense, a user doesn’t have to think about which directory to use to share things on the Web. But it also means that some higher-level directories aren’t available. I’ve already run into some issues with this and I’ll probably be looking for a workaround. I’m assuming there’s one. But it’s sometimes easier to use generally-applicable advice than to find a custom solution.

Further, in terms of access control… It seems that webapps typically make use of diverse directories and .htaccess files to manage some forms of access controls. Unix-style file permissions are also involved but the kind of access needed for a web app is somewhat different from the “User/Group/All” of Unix filesystems. AFAICT, FatCow does support those .htaccess files. But it has its own tools for building them. That can be a neat feature, as it makes it easier, for instance, to password-protect some directories. But it could also be the source of some confusion.

There are other issues I have with FatCow, but it’s probably enough for now.

So… On to the installation process… 😉

It only takes a few minutes and is rather straightforward. This is the most verbose version of that process you could imagine…

Surprised? 😎

Disclaimer: I’m mostly documenting how I did it and there are some things about which I’m unclear. So it may not work for you. If it doesn’t, I may be able to help but I provide no guarantee that I will. I’m an anthropologist, not a Web development expert.

As always, YMMV.

A few instructions here are specific to FatCow, but the general process is probably valid on other hosts.

I’m presenting things in a sequence which should make sense. I used a slightly different order myself, but I think this one should still work. (If it doesn’t, drop me a comment!)

In these instructions, straight quotes (“”) are used to isolate elements from the rest of the text. They shouldn’t be typed or pasted.

I use “example.com” to refer to the domain on which the installation is done. In my case, it’s the domain name I transfered to FatCow from another registrar but it could probably be done without a dedicated domain (in which case it would be “<username>.fatcow.com” where “<username>” is your FatCow username).

I started with creating a MySQL database for WordPress MU. FatCow does have phpMyAdmin but the default tool in the cPanel is labeled “Manage MySQL.” It’s slightly easier to use for creating new databases than phpMyAdmin because it creates the database and initial user (with confirmed password) in a single, easy-to-understand dialog box.

So I created that new database, user, and password, noting down this information. Since that password appears in clear text at some point and can easily be changed through the same interface, I used one which was easy to remember but wasn’t one I use elsewhere.
Then, I dowloaded the following files to my local machine in order to upload them to my FatCow server space. The upload can be done through either FTP or FatCow’s FileManager. I tend to prefer FTP (via CyberDuck on the Mac or FileZilla on PC). But the FileManager does allow for easy uploads.
(Wish it could be more direct, using the HTTP links directly instead of downloading to upload. But I haven’t found a way to do it through either FTP or the FileManager.)
At any rate, here are the four files I transfered to my FatCow space, using .zip when there’s a choice (the .tar.gz “tarball” versions also work but require a couple of extra steps).
  1. WordPress MU (wordpress-mu-2.9.1.1.zip, in my case)
  2. Buddymatic (buddymatic.0.9.6.3.1.zip, in my case)
  3. EarlyMorning (only one version, it seems)
  4. EarlyMorning-BP (only one version, it seems)

Only the WordPress MU archive is needed to install BuddyPress. The last three files are needed for EarlyMorning, a BuddyPress theme that I found particularly neat. It’s perfectly possible to install BuddyPress without this specific theme. (Although, doing so, you need to install a BuddyPress-compatible theme, if only by moving some folders to make the default theme available, as I explained in point 15 in that previous tutorial.) Buddymatic itself is a theme framework which includes some child themes, so you don’t need to install EarlyMorning. But installing it is easy enough that I’m adding instructions related to that theme.

These files can be uploaded anywhere in my FatCow space. I uploaded them to a kind of test/upload directory, just to make it clear, for me.

A major FatCow idiosyncrasy is its FileManager (actually called “FileManager Beta” in the documentation but showing up as “FileManager” in the cPanel). From my experience with both BlueHost and HostGator (two well-known webhosting companies), I can say that FC’s FileManager is quite limited. One thing it doesn’t do is uncompress archives. So I have to resort to the “Archive Gateway,” which is surprisingly slow and cumbersome.

At any rate, I used that Archive Gateway to uncompress the four files. WordPress µ first (in the root directory or “/”), then both Buddymatic and EarlyMorning in “/wordpress-mu/wp-content/themes” (you can chose the output directory for zip and tar files), and finally EarlyMorning-BP (anywhere, individual files are moved later). To uncompress each file, select it in the dropdown menu (it can be located in any subdirectory, Archive Gateway looks everywhere), add the output directory in the appropriate field in the case of Buddymatic or EarlyMorning, and press “Extract/Uncompress”. Wait to see a message (in green) at the top of the window saying that the file has been uncompressed successfully.

Then, in the FileManager, the contents of the EarlyMorning-BP directory have to be moved to “/wordpress-mu/wp-content/themes/earlymorning”. (Thought they could be uncompressed there directly, but it created an extra folder.) To move those files in the FileManager, I browse to that earlymorning-bp directory, click on the checkbox to select all, click on the “Move” button (fourth from right, marked with a blue folder), and add the output path: /wordpress-mu/wp-content/themes/earlymorning

These files are tweaks to make the EarlyMorning theme work with BuddyPress.

Then, I had to change two files, through the FileManager (it could also be done with an FTP client).

One change is to EarlyMorning’s style.css:

/wordpress-mu/wp-content/themes/earlymorning/style.css

There, “Template: thematic” has to be changed to “Template: buddymatic” (so, “the” should be changed to “buddy”).

That change is needed because the EarlyMorning theme is a child theme of the “Thematic” WordPress parent theme. Buddymatic is a BuddyPress-savvy version of Thematic and this changes the child-parent relation from Thematic to Buddymatic.

The other change is in the Buddymatic “extensions”:

/wordpress-mu/wp-content/themes/buddymatic/library/extensions/buddypress_extensions.php

There, on line 39, “$bp->root_domain” should be changed to “bp_root_domain()”.

This change is needed because of something I’d consider a bug but that a commenter on another blog was kind enough to troubleshoot. Without this modification, the login button in BuddyPress wasn’t working because it was going to the website’s root (example.com/wp-login.php) instead of the WPµ installation (example.com/wordpress-mu/wp-login.php). I was quite happy to find this workaround but I’m not completely clear on the reason it works.

Then, something I did which might not be needed is to rename the “wordpress-mu” directory. Without that change, the BuddyPress installation would sit at “example.com/wordpress-mu,” which seems a bit cryptic for users. In my mind, “example.com/<name>,” where “<name>” is something meaningful like “social” or “community” works well enough for my needs. Because FatCow charges for subdomains, the “<name>.example.com” option would be costly.

(Of course, WPµ and BuddyPress could be installed in the site’s root and the frontpage for “example.com” could be the BuddyPress frontpage. But since I think of BuddyPress as an add-on to a more complete site, it seems better to have it as a level lower in the site’s hierarchy.)

With all of this done, the actual WPµ installation process can begin.

The first thing is to browse to that directory in which WPµ resides, either “example.com/wordpress-mu” or “example.com/<name>” with the “<name>” you chose. You’re then presented with the WordPress µ Installation screen.

Since FatCow charges for subdomains, it’s important to choose the following option: “Sub-directories (like example.com/blog1).” It’s actually by selecting the other option that I realized that FatCow restricted subdomains.

The Database Name, username and password are the ones you created initially with Manage MySQL. If you forgot that password, you can actually change it with that same tool.

An important FatCow-specific point, here, is that “Database Host” should be “<username>.fatcowmysql.com” (where “<username>” is your FatCow username). In my experience, other webhosts use “localhost” and WPµ defaults to that.

You’re asked to give a name to your blog. In a way, though, if you think of BuddyPress as more of a platform than a blogging system, that name should be rather general. As you’re installing “WordPress Multi-User,” you’ll be able to create many blogs with more specific names, if you want. But the name you’re entering here is for BuddyPress as a whole. As with <name> in “example.com/<name>” (instead of “example.com/wordpress-mu”), it’s a matter of personal opinion.

Something I noticed with the EarlyMorning theme is that it’s a good idea to keep the main blog’s name relatively short. I used thirteen characters and it seemed to fit quite well.

Once you’re done filling in this page, WPµ is installed in a flash. You’re then presented with some information about your installation. It’s probably a good idea to note down some of that information, including the full paths to your installation and the administrator’s password.

But the first thing you should do, as soon as you log in with “admin” as username and the password provided, is probably to the change that administrator password. (In fact, it seems that a frequent advice in the WordPress community is to create a new administrator user account, with a different username than “admin,” and delete the “admin” account. Given some security issues with WordPress in the past, it seems like a good piece of advice. But I won’t describe it here. I did do it in my installation and it’s quite easy to do in WPµ.

Then, you should probably enable plugins here:

example.com/<name>/wp-admin/wpmu-options.php#menu

(From what I understand, it might be possible to install BuddyPress without enabling plugins, since you’re logged in as the administrator, but it still makes sense to enable them and it happens to be what I did.)

You can also change a few other options, but these can be set at another point.

One option which is probably useful, is this one:

Allow new registrations Disabled
Enabled. Blogs and user accounts can be created.
Only user account can be created.

Obviously, it’s not necessary. But in the interest of opening up the BuddyPress to the wider world without worrying too much about a proliferation of blogs, it might make sense. You may end up with some fake user accounts, but that shouldn’t be a difficult problem to solve.

Now comes the installation of the BuddyPress plugin itself. You can do so by going here:

example.com/<name>/wp-admin/plugin-install.php

And do a search for “BuddyPress” as a term. The plugin you want was authored by “The BuddyPress Community.” (In my case, version 1.1.3.) Click the “Install” link to bring up the installation dialog, then click “Install Now” to actually install the plugin.

Once the install is done, click the “Activate” link to complete the basic BuddyPress installation.

You now have a working installation of BuddyPress but the BuddyPress-savvy EarlyMorning isn’t enabled. So you need to go to “example.com/<name>/wp-admin/wpmu-themes.php” to enable both Buddymatic and EarlyMorning. You should then go to “example.com/<name>/wp-admin/themes.php” to activate the EarlyMorning theme.

Something which tripped me up because it’s now much easier than before is that forums (provided through bbPress) are now, literally, a one-click install. If you go here:

example.com/<name>/wp-admin/admin.php?page=bb-forums-setup

You can set up a new bbPress install (“Set up a new bbPress installation”) and everything will work wonderfully in terms of having forums fully integrated in BuddyPress. It’s so seamless that I wasn’t completely sure it had worked.

Besides this, I’d advise that you set up a few widgets for the BuddyPress frontpage. You do so through an easy-to-use drag-and-drop interface here:

example.com/<name>/wp-admin/widgets.php

I especially advise you to add the Twitter RSS widget because it seems to me to fit right in. If I’m not mistaken, the EarlyMorning theme contains specific elements to make this widget look good.

After that, you can just have fun with your new BuddyPress installation. The first thing I did was to register a new user. To do so, I logged out of my admin account,  and clicked on the Sign Up button. Since I “allow new registrations,” it’s a very simple process. In fact, this is one place where I think that BuddyPress shines. Something I didn’t explain is that you can add a series of fields for that registration and the user profile which goes with it.

The whole process really shouldn’t take very long. In fact, the longest parts have probably to do with waiting for Archive Gateway.

The rest is “merely” to get people involved in your BuddyPress installation. It can happen relatively easily, if you already have a group of people trying to do things together online. But it can be much more complicated than any software installation process… 😉

Groupthink in Action

An interesting situation which, I would argue, is representative of Groupthink.

As a brief summary of the situation: a subgroup within a larger group is discussing the possibility of changing the larger group’s structure. In that larger group, similar discussions have been quite frequent, in the past. In effect, the smaller group is moving toward enacting a decision based on perceived consensus as to “the way to go.”

No bad intention on anyone’s part and the situation is far from tragic. But my clear impression is that groupthink is involved. I belong to the larger group but I feel little vested interest in what might happen with it.

An important point about this situation is that the smaller group seems to be acting as if the decision had already been made, after careful consideration. Through the history of the larger group, prior discussions on the same topic have been frequent. Through these discussions, clear consensus has never been reached. At the same time, some options have been gaining some momentum in the recent past, mostly based (in my observation) on accumulated frustration with the status quo and some reflection on the effectiveness of activities done by subgroups within the larger group. Members of that larger group (including participants in the smaller group) are quite weary of rehashing the same issues and the “rallying cry” within the subgroup has to do with “moving on.” Within the smaller group, prior discussions are described as if they had been enough to explore all the options. Weariness through the group as a whole seems to create a sense of urgency even though the group as a whole could hardly be described as being involved in time-critical activities.

Nothing personal about anyone involved and it’s possible that I’m off on this one. Where some of those involved would probably disagree is in terms of the current stage in the decision making process (i.e., they may see themselves as having gone through the process of making the primary decision, the rest is a matter of detail). I actually feel strange talking about this situation because it may seem like I’m doing the group a disservice. The reason I think it isn’t the case is that I have already voiced my concerns about groupthink to those who are involved in the smaller group. The reason I feel the urge to blog about this situation is that, as a social scientist, I take it as my duty to look at issues such as group dynamics. Simply put, I started thinking about it as a kind of “case study.”

Yes, I’m a social science geek. And proud of it, too!

Thing is, I have a hard time not noticing a rather clear groupthink pattern. Especially when I think about a few points in Janis‘s description of groupthink.

.

Antecedent Conditions Symptoms Decisions Affected

.

Insulation of the group Illusion of invulnerability Incomplete survey of alternatives

.

High group cohesiveness Unquestioned belief in the inherent morality of the group Incomplete survey of objectives

.

Directive leadership Collective rationalization of group’s decisions Failure to examine risks of preferred choice

.

Lack of norms requiring methodical procedures Shared stereotypes of outgroup, particularly opponents Failure to re-appraise initially rejected alternatives

.

Homogeneity of members’ social background and ideology Self-censorship; members withhold criticisms Poor information search

.

High stress from external threats with low hope of a better solution than the one offered by the leader(s) Illusion of unanimity (see false consensus effect) Selective bias in processing information at hand (see also confirmation bias)

.

Direct pressure on dissenters to conform Failure to work out contingency plans

.

Self-appointed “mindguards” protect the group from negative information

.

A PDF version, with some key issues highlighted.

Point by point…

Observable

Antecedent Conditions of Groupthink

Insulation of the group

A small subgroup was created based on (relatively informal) prior expression of opinion in favour of some broad changes in the structure of the larger group.

Lack of norms requiring methodical procedures

Methodical procedures about assessing the situation are either put aside or explicitly rejected.
Those methodical procedures which are accepted have to do with implementing the group’s primary decision, not with the decision making process.

Symptoms Indicative of Groupthink

Illusion of unanimity (see false consensus effect)

Agreement is stated as a fact, possibly based on private conversations outside of the small group.

Direct pressure on dissenters to conform

A call to look at alternatives is constructed as a dissenting voice.
Pressure to conform is couched in terms of “moving on.”

Symptoms of Decisions Affected by Groupthink

Incomplete survey of alternatives

Apart from the status quo, no alternative has been discussed.
When one alternative model is proposed, it’s reduced to a “side” in opposition to the assessed consensus.

Incomplete survey of objectives

Broad objectives are assumed to be common, left undiscussed.
Discussion of objectives is pushed back as being irrelevant at this stage.

Failure to examine risks of preferred choice

Comments about possible risks (including the danger of affecting the dynamics of the existing broader group) are left undiscussed or dismissed as “par for the course.”

Failure to re-appraise initially rejected alternatives

Any alternative is conceived as having been tried in the past with the strong implication that it isn’t wort revisiting.

Poor information search

Information collected concerns ways to make sure that the primary option considered will work.

Failure to work out contingency plans

Comments about the possible failure of the plan, and effects on the wider group are met with “so be it.”

Less Obvious

Antecedent Conditions of Groupthink

High group cohesiveness

The smaller group is highly cohesive but so is the broader group.

Directive leadership

Several members of the smaller group are taking positions of leadership, but there’s no direct coercion from that leadership.

Positions of authority are assessed, in a subtle way, but this authority is somewhat indirect.

Homogeneity of members’ social background and ideology

As with cohesiveness, homogeneity of social background can be used to describe the broader group as well as the smaller one.

High stress from external threats with low hope of a better solution than the one offered by the leader(s)

External “threats” are mostly subtle but there’s a clear notion that the primary option considered may be met with some opposition by a proportion of the larger group.

Symptoms Indicative of Groupthink

Illusion of invulnerability

While “invulnerability” would be an exaggeration, there’s a clear sense that members of the smaller group have a strong position within the larger group.

Unquestioned belief in the inherent morality of the group

Discussions don’t necessarily have a moral undertone, but the smaller group’s goals seem self-evident in the context or, at least, not really worth careful discussion.

Collective rationalization of group’s decisions

Since attempts to discuss the group’s assumed consensus are labelled as coming from a dissenting voice, the group’s primary decision is reified through countering individual points made about this decision.

Shared stereotypes of outgroup, particularly opponents

The smaller group’s primary “outgroup” is in fact the broader group, described in rather simple terms, not a distinct group of people.
The assumption is that, within the larger group, positions about the core issue are already set.

Self-censorship; members withhold criticisms

Self-censorship is particularly hard to observe or assess but the group’s dynamics tends to construct criticism as “nitpicking,” making it difficult to share comments.

Self-appointed “mindguards” protect the group from negative information

As with leadership, the process of shielding the smaller group from negative information is mostly organic, not located in a single individual.
Because the smaller group is already set apart from the larger group, protection from external information is built into the system, to an extent.

Symptoms of Decisions Affected by Groupthink

Selective bias in processing information at hand (see also confirmation bias)

Information brought into the discussion is treated as either reinforcing the group’s alleged consensus or taken to be easy to counter.
Examples from cases showing clear similarities are dismissed (“we have no interest in knowing what others have done”) and distant cases are used to demonstrate that the approach is sound (“there are groups in other contexts which work, so we can use the same approach”).

Actively Reading: "Teach Naked" sans PowerPoint

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

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

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

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

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

Apps and iTunes Cards in Canada: Follow Up

Recently blogged about this issue: though information about this appears nowhere on the card or in the terms of service, iTunes Cards (gift cards or certificates) may not be used to purchase applications on the Canadian version of the iTunes Store.

Since I posted that blog entry, a few things have happened. I did receive replies from Apple, which were rather unhelpful. The most useful one was this message:

Hello Alexandre,

I understand and apologize about your situation and i do want to assist you as much as possible . I am going to issue you 10 song credit. Again i apologize and i hope this issue gets resolved. I will also apply feedback about this issue .

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

Sincerely,

Todd
iTunes Store Customer Support

I had no intention of purchasing tracks on the iTunes Store at this point but I do “appreciate the gesture.” Here’s what I wrote back:

Thanks. I wasn’t planning on downloading songs but I appreciate the gesture.

Not overwhelming gratitude on my part. Simply stating that, though this isn’t appropriate, I can still be polite.

What’s funny is that I received this reply to my simple “thank you” note:

Dear Alexandre,

You’re very welcome. I’m glad to hear that i was able to help some .

Nothing makes Apple happier than to hear that we have pleased our customers. I hope that you continue to enjoy the iTunes Store.

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

Sincerely,

Todd
iTunes Store Customer Support

From that message, you’d think I had praised the iTunes Store for hours on end.

Just in case it might make a difference, I tried filing another support request. Here’s the reply on that one:

Dear Alexandre,

Welcome to the iTunes Support Site. My name is Staci and I am here to assist you.

Thank you for contacting Apple about the App Store. We’re glad you’re interested in
this new offering.

I’m sorry, but you will not be able to purchase games or applications with store
credit or an iTunes Gift Card in Canada. Customers residing in Canada may only
purchase games and applications using a credit card.

I am confident that the information provided will solve your gift card issue. If
you have further questions, I can be contacted during the hours listed below. Thank
you and have a prosperous New Year.

Sincerely,

Staci
iTunes Stores Customer Support

This one sounds even more like a canned reply and  “the information provided” doesn’t, in fact, “solve [my] gift card issue.”

Clearly, Apple isn’t “doing the right thing.” In terms of customer service, it’s not a positive experience. I did enjoy some aspects of the iTunes Store and I think it’s quite convenient. But I’m not “enjoying the iTunes Store” so much, anymore.

In the meantime, I started receiving comments on my previous blogpost on the issue. One was from someone who purchased a 150$ iTunes Card. Almost as much as the 8GB iPod nano.

Most of the advice given on this issue, outside from Apple’s unhelpful replies, has to do with things which are illicit. One would be to resell tracks purchased with this card to other iTunes users. Since the tracks are now all DRM-free, this is technically feasible. But it’s also illicit and potentially traceable. Another piece of advice, to purchase applications using an iTunes Card, is to buy a card in the US. As far as I know, this is technically doable but it also contradicts Apple terms of service.

Not good solutions, but ones which disgruntled iTunes Card buyers may contemplate.

Since then, I also received a message asking me to complete a survey about my experience with Apple support. Here’s the complaint I included in that survey:

I was given the “runaround” on a very easy issue: I need a refund.
There’s an obvious problem with the fact that iTunes Cards may not be used to purchase applications on the Canadian version of the iTunes Store. Nowhere on the card itself or even in the Terms of Service is this restriction mentioned. As this issue gains prominence, Apple could get a significant hit in consumer perception. Not sure if it will become a class action lawsuit, but it’s as significant an issue.
Email replies were disappointingly unhelpful. Instead of investigating the situation, I was led to a forum post musing about the possible reasons for this restriction. I was eventually credited ten songs even though I had no intention of getting tracks on the iTunes Store at this point.
While the amount of money is relatively small in my case, I’m getting comments on my blog from people who lost the money equivalent of an iPod nano.

Again, I probably won’t file a class action lawsuit against Apple, in part because these suits mostly make money for lawyers. But my dissatisfaction with Apple remains. In a way, it even grows, because there were several opportunities for Apple to “do the right thing.” Yes, it’s partly on principle. But it’s also a matter of the way the corporation is perceived. In this case, they sound polite but quite dismissive.

There’s no question in my mind that a mistake was made: no information on this restriction was added anywhere a gift card purchaser may find it. Because of this, people are redeeming iTunes Cards with the specific intention of enjoying their iPhone or iPod touch in a new way. As this was a season of gift-giving, some people probably received these gift cards and, thinking they might use them anywhere on iTunes, redeemed these cards instead of returning them. Only to find out, after the fact, that “you will not be able to purchase games or applications with store credit or an iTunes Gift Card in Canada.”

Bummer.

This frustration isn’t such a big deal in the abstract. But context is everything. Part of the context is the set of restrictions placed by the iTunes Store in general. It may not have been much of an issue, for a given user, that it’s impossible to buy applications directly from developers, unlike Android Market (the Google equivalent to the App Store). For casual users, this is pretty much a non-issue, especially since the App Store is so convenient. But this restriction becomes quite conspicuous once an iPhone or iPod touch user runs into this kind of problem.

There’s a broader issue. With the iTunes Store, Apple is sometimes said to have “solved micropayment.” Ever since the iTunes Music Store opened, at least part of Apple’s success has been assigned to the Amazon-like way they implemented their payment structure and it’s quite likely that the iTunes Store model has been having positive effects on the way Apple is perceived by investors. Because of the way it handles payments and reduces overhead, Apple has been able to make money on relatively small amounts of 99¢ (and, recently, 69¢). I’d call this “minipayment” because one can easily imagine even smaller amounts being paid online (for instance, a minute of cellular or long-distance communication). In this case, Nokia, eBay/Skype, and cellphone carriers have better micropayment systems. But Apple still deserves “Wall Street cred” for the way it handles small payments.

Yet, once you start thinking about Apple’s payment system in more details, say because of a bad experience with the applications section of the iTunes Store, you start noticing how flimsy the payment structure is because it relies on users willingly entering a closed system. It’s not just that the iTunes Store is closed. It’s that, once you buy on Apple, you need to restrict yourself to “Apple’s ecosystem.” This has often been the case on a technical level. It’s now a matter more visible to the casual end user: money.

From a “tech media” perspective, this closed ecosystem is part of a pattern for Apple. But the financial part isn’t frequently discussed.

It will sound like a strange analogy but it’s the one with which I come up as I think about this: IKEA bedding. Because IKEA’s measurements are metric, bed linen was an issue with IKEA-purchased mattresses in Canada. Not sure if it’s still the case but it used to be that those who bought beds at IKEA were then stuck with metric measurements for bed linen and those are difficult to find in Canada. In effect, those who purchased beds at IKEA were restricted to IKEA linen.

In computer terms, the classic case is that of a difference in fileformat between products from two developers. Apple certainly had its share of “format wars” but it mostly solved these issues. Recent Macs (including the Mac mini Intel Core Duo I’m currently using) support a Windows installation as well as Mac OS X. In terms of networking, it’s now quite easy to set up mixed networks with both Mac OS X and Windows machines. Even the music part of the iTunes Store is lifting those restrictions which made them technically incompatible with other devices. All in all, Apple has gone away from its strict control, at least in technical terms.

But in financial terms, Apple is using a fairly restrictive model for its iTunes Store. Once money gets into an account (through gift cards, allowances, or “gifting”), it can only be used on that account. Because of some restrictions specific to Canada, some of that money is restricted from use for buying applications. And Paypal isn’t available as a payment option in the Canadian iTunes Store. In effect, the only way to purchase an application for the iPhone or iPod touch is through a valid credit card. Given the fact that a majority of people are likely to have some kind of credit card, this doesn’t seem too restrictive. But there’s a variety of reasons people may not have valid credit cards and there’s no connection between buying something on the App Store and using a credit card. The iPod touch has been marketed as a gaming platform during the holidays and chances are that some iPod touch owners are children without credit cards. I’m not sure what the options are for them to buy iPod touch games. The same could be said about games for the iPod Classic, a device which clearly is used by children.

Part of the problem relates to the Canadian financial system. For one thing, debit cards with credit card numbers are rare in Canada (I’m not sure they exist). Many Canadians tend to use Interac, which does offer some advantages over credit cards, IMHO. As I’ve recently experienced, Interac now works online. It would make a lot of sense for Apple to support it online (I’m sure Canadian Apple Stores already support it). And there must be a reason Paypal, which can be used for iTunes Store purchases in the US, is unavailable in the Canadian iTunes Store.

So, yet again, Apple’s Canadian customers appear “underprivileged” by comparison with US customers. In public perception, this is pretty much a pattern for Apple.

I don’t think that the messages I’ve received helped. Though they were polite, they were dismissive as my problem was basically dismissed. From being dismissive, Apple can sound arrogant. And arrogance is tricky, in today’s marketplace.

I’m reminded of the recent Simpsons episode about Apple. Excerpts of it made their way to YouTube as they play on several gripes people have with Apple. Arrogance was clearly a key theme in that episode. Another Apple parody, the MacBook Wheel spoof from The Onion, was more directly centred on making fun of users and elements related to Apple’s perceived arrogance were less obvious.

I don’t own AAPL.0 stock but, if I did, I might sell some. Sounds silly but corporations which treats its customers in this way aren’t something I would invest in. Despite the fact that I do “invest” in Apple products.

I just wish Apple “did the right thing.”

Influence and Butterflies

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

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

In that post, Mario Asselin brings together a number of notions which are at the centre of current discussions about social media. The core notion seems to be that “influence” replaces “authority” as a quality or skill some people have, more than others. Some people are “influencers” and, as such, they have a specific power over others. Such a notion seems to be widely held in social media and numerous services exist which are based on the notion that “influence” can be measured.
I don’t disagree. There’s something important, online, which can be called “influence” and which can be measured. To a large extent, it’s related to a large number of other concepts such as fame and readership, popularity and network centrality. There are significant differences between all of those concepts but they’re still related. They still depict “social power” which isn’t coercive but is the basis of an obvious stratification.
In some contexts, this is what people mean by “social capital.” I originally thought people meant something closer to Bourdieu but a fellow social scientist made me realise that people are probably using Putnam’s concept instead. I recently learnt that George W. Bush himself used “political capital” in a sense which is fairly similar to what most people seem to mean by “social capital.” Even in that context, “capital” is more specific than “influence.” But the core notion is the same.
To put it bluntly:
Some people are more “important” than others.
Social marketers are especially interested in such a notion. Marketing as a whole is about influence. Social marketing, because it allows for social groups to be relatively amorphous, opposes influence to authority. But influence maintains a connection with “top-down” approaches to marketing.
My own point would be that there’s another kind of influence which is difficult to pinpoint but which is highly significant in social networks: the social butterfly effect.
Yep, I’m still at it after more than three years. It’s even more relevant now than it was then. And I’m now able to describe it more clearly and define it more precisely.
The social butterfly effect is a social network analogue to the Edward Lorenz’s well-known “butterfly effect. ” As any analogy, this connection is partial but telling. Like Lorenz’s phrase, “social butterfly effect” is more meaningful than precise. One thing which makes the phrase more important for me is the connection with the notion of a “social butterfly,” which is both a characteristic I have been said to have and a concept I deem important in social science.
I define social butterflies as people who connect to diverse network clusters. Community enthusiast Christine Prefontaine defined social butterflies within (clustered) networks, but I think it’s useful to separate out network clusters. A social butterfly’s network is rather sparse as, on the whole, a small number of people in it have direct connections with one another. But given the topography of most social groups, there likely are clusters within that network. The social butterfly connects these clusters. When the social butterfly is the only node which can connect these clusters directly, her/his “influence” can be as strong as that of a central node in one of these clusters since s/he may be able to bring some new element from one cluster to another.
I like the notion of “repercussion” because it has an auditory sense and it resonates with all sorts of notions I think important without being too buzzwordy. For instance, as expressions like “ripple effect” and “domino effect” are frequently used, they sound like clichés. Obviously, so does “butterfly effect” but I like puns too much to abandon it. From a social perspective, the behaviour of a social butterfly has important “repercussions” in diverse social groups.
Since I define myself as a social butterfly, this all sounds self-serving. And I do pride myself in being a “connector.” Not only in generational terms (I dislike some generational metaphors). But in social terms. I’m rarely, if ever, central to any group. But I’m also especially good at serving as a contact between people from different groups.
Yay, me! 🙂
My thinking about the social butterfly effect isn’t an attempt to put myself on some kind of pedestal. Social butterflies typically don’t have much “power” or “prestige.” Our status is fluid/precarious. I enjoy being a social butterfly but I don’t think we’re better or even more important than anybody else. But I do think that social marketers and other people concerned with “influence” should take us into account.
I say all of this as a social scientist. Some parts of my description are personalized but I’m thinking about a broad stance “from society’s perspective.” In diverse contexts, including this blog, I have been using “sociocentric” in at least three distinct senses: class-based ethnocentrism, a special form of “altrocentrism,” and this “society-centred perspective.” These meanings are distinct enough that they imply homonyms. Social network analysis is typically “egocentric” (“ego-centred”) in that each individual is the centre of her/his own network. This “egocentricity” is both a characteristic of social networks in opposition to other social groups and a methodological issue. It specifically doesn’t imply egotism but it does imply a move away from pre-established social categories. In this sense, social network analysis isn’t “society-centred” and it’s one reason I put so much emphasis on social networks.
In the context of discussions of influence, however, there is a “society-centredness” which needs to be taken into account. The type of “influence” social marketers and others are so interested in relies on defined “spaces.” In some ways, if “so-and-so is influential,” s/he has influence within a specific space, sphere, or context, the boundaries of which may be difficult to define. For marketers, this can bring about the notion of a “market,” including in its regional and demographic senses. This seems to be the main reason for the importance of clusters but it also sounds like a way to recuperate older marketing concepts which seem outdated online.
A related point is the “vertical” dimension of this notion of “influence.” Whether or not it can be measured accurately, it implies some sort of scale. Some people are at the top of the scale, they’re influencers. Those at the bottom are the masses, since we take for granted that pyramids are the main models for social structure. To those of us who favour egalitarianism, there’s something unpalatable about this.
And I would say that online contacts tend toward some form of egalitarianism. To go back to one of my favourite buzzphrases, the notion of attention relates to reciprocity:

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

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

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

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

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

iTunes Gift Card on Canadian App Store? (Updated)

GRRR! :-E

Disappointed by an iTunes gift card

Disappointed by an iTunes gift card

 

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

Dear Alexandre,

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

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

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

Sincerely,

Todd
iTunes Store Customer Support

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

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

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

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

This is quite disappointing.

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

So I thought about using an iTunes gift card.

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

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

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

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

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

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

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

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

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

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

Not all products may be available.

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

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

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

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

 

(Emphasis mine.)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Not all products may be available.

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

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

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

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

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

Quest for Expertise

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

or:

T
he organization of the Master’s elaborate repertoire of information takes thousands of hours to build up, and the same is true of any skilled task (e.g., football, music). That is why practice is the major independent variable in the acquisition of skill. (Chase and Simon 1973b: 279, emphasis in the original, last sentences in the text)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Ah, well…

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

 

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

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