Category Archives: adaptation

Yoga and Community in Contemporary North America

Last night, Matthew Remski’s chapter on yoga “culture” served as the basis for a conversation on yoga and communities. Roseanne Harvey had invited some panelists and like-minded people to join her at Andrew Gordon Middleton’s and Michael O’Brien’s Studio Flow Space in Verdun.

After the conversation, I started reading Remski’s chapter in 21st Century Yoga: Culture, Politics, and Practice, the collected essays that Roseanne has edited with Carol Horton.

Several things transpired from this conversation and, though I’m still a yoga newbie, I thought I’d post a few thoughts.

Most important, to me, is the realization that yoga may be antithetical to community development. Remski’s chapter made some of this painfully clear and I had such a feeling of recognition while reading the first part of this chapter that I almost clapped. (It’d have been weird, since I was in the métro.)

Yoga, like transcendentalism, focuses on individualism. As Margaret Fuller with transcendentalism, I find something unsatisfying in this. While I can understand the value of therapeutic self-centredness, I can only handle it for short periods of time. As an extrovert, I need some level of social interaction, especially if I can help others. Navigating either Nietzsche or Thoreau, I quickly feel trapped in a limited world.

Which brings me to Catholicism. The topic ended up being a significant piece of the backdrop to last night’s conversation. Though I wasn’t baptized (and, therefore, not officially a member of the Catholic community), I was raised in a quickly-secularizing Catholic context (Québécois society during the Quiet Revolution). Culturally, I associate more directly with the Catholic Play Ethic (or with the Sensual Ethic) than with what Weber called the Protestant Work Ethic (PWE). Sounds like Remski may be in a similar situation. And so were some participants in last night’s conversation. Not that no Catholic subscribes to PWE or that all Protestants are caught in it. But it’s remarkable how “key scenarios” may differ along such lines. I’d rather have a picnic with Manet (or Monet) or a food fight with Gwen Stefani and the band than a success story written by Horatio Alger. Just don’t get me started about the difference between Fellini and Bergman.

What does this have to do with yoga? Precious little. Yoga is about self-improvement and introspection… until it becomes about interdependence, intersubjectivity, and projecting the mind outside the self. Only then does yoga reach a sense of community. But this sense of community isn’t local, social, cultural, spatial. It’s sense of universal community of mind, beyond such pesky little things as families, cities, countries, and social movements. In “loving kindness” meditation, the shift from individuals to the Whole Earth doesn’t sound very gradual. Sure, “the community” can be there as a target for meditation. But the difference in kind between a neighbourhood community and, say, the community of spirit between humans and locusts affords little discussion, in such a context.

Playing the social scientist during yesterday’s convo, I couldn’t help but point out two key features of communities, from a social science perspective: sense of belonging and interdependency. Though they apply to any community, they may be especially useful in the yoga context. I don’t know enough about yoga to be sure about this, but comments made after I mentioned these two dimensions did sound like they resonated with my simple description.

Interdependency is a recent addition to my definition of community. A student in my “Cyberspace Sociology” course added it as a key feature, and it really helps to bring things in focus. One aspect of this dimension is that community isn’t necessarily something we choose. We may choose some of our neighbours but we may be affected by many community members who’d otherwise have “nothing to do with us”. Also, given issues surrounding our natural environment, the ecological principles behind communities are easy to describe: we can “do our part” but the system can still be dysfunctional if some people don’t. As both victims of climate change and perpetrators of pollution which takes part in it, we can perceive the implications of being dependent on one another. Not to mention that interdependence is an important concept in yoga.

The sense of belonging part may afford more unpacking. Sure, hippies have reappropriated “kumbaya” as the mushy version of belonging. That one fits in the “community of spirits” model. In anthropology, we tend to focus on the “community of experience” model (if not on the “community of practise” one). To do so, some of us refer to Victor Turner’s communitas, based on the liminal phase in initiation rituals. Through this concept, we identify a space for intense relationships among equals, typical of people subjected to a difficult experience together. The concept also involves a separation from the rest of the social system.

By extension, we can think about the divisive nature of social identity: if there’s an us, there’s also a them. Quite frequently, this them is a particular group, with which the community entertains a rivalry. Montreal may be Quebec City’s “Other”, even though Montrealers care very little about the “national capital”. Fans of the Maple Leafs may also perceive Montreal as the other, although I’ve heard more anti-Boston sentiment in my youth than anything about Toronto.

Yoga’s communities are peculiar. It sounds like it may be possible to create a sense of belonging through yoga retreats and other occasions for shared experiences. Yet the embedded hierarchy of many yoga instruction models may shift the communitas away from “practice”. Bonding works remarkably well when people have a common foe (an initiator causing harm would be an appropriate figure, here). However authoritative they may be, yoga instructors may not desire this type of antagonism.

Though (as was clear from last night’s discussion) some yoga studios enter in direct competition as businesses, yoga communities may not be ideal places for impassioned rivalries. The “slippery slope” from opposition between groups and outright conflict may make peace-loving yoginis and yogis think twice about this type of chants and cheers.

Which isn’t to say that the yoga world lacks distinction. In fact, yoga sociology has a lot to explore. From the outside, the internal structure of the North American yogasphere is fascinating. But that structure, it sounds like, rarely made explicit. It also sounds like it’s inward-looking, to a fairly large extent. The yogasphere includes all sorts of yoga practitioners, but it’s focused on yoga teachers and other experts, not necessarily on the local embedding of yoga practice. Yoga studios, in this model, are like havens of peace in a fastpaced world. The them group comprises a large number of people who don’t get yoga.

Personally, I’m more interested in how communities can appropriate yoga. Yes, it involves the adaptation of yoga practice, which implies some level of inauthenticity. Thanks to the association between yoga and New Age (a drone under 21st Century Yoga), yoga specialists may shy away from this type of reappropriation. Yet, empowering communities through yoga-inspired practice could be a worthy cause for yogactivists.

Yoga needs space. A key theme during yesterday’s discussion was space: studio rent, overhead, location, sense of place, neighbourhoods as markets… In North American cities, yoga doesn’t own much space, and that’s the crux of the problem.

This is where we can go back to Catholicism, where Remski started his essay on yoga “culture”. It was an underlying theme through the discussion. (Funnily enough, the conversation was structured by a key figure who invited four “evangelists” and we were eight “disciples”.)

The Catholic Church does own space. In fact, a large part of the “business model” for the Catholic clergy relates to real estate. As many of these properties are being sold, there may be opportunities for community ownership of prime space. In fact, I’m a research associate for a community organization involved in a community-based project surrounding the reappropriation of a church. Wasn’t thinking about yoga in that space, but I’m sure some other people have been. Last summer, Yoga en rouge was happening (led by Audrey Béliveau) in Parc Molson, next door to that church. And it’s clearly a grassroots community affair.

I’m not (officially) Catholic and I’m a n00b to yoga. I’m finally grokking the difficulties to develop community membership through yoga. So I’ll continue doing my yoga practice at home, by myself, away from other people’s gaze. Still feels good.

Energized by Bret Victor

Just watched Bret Victor’s powerful video:

Inventing on Principle | CUSEC

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

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

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

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

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

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

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

That insightful essay is on Learnable Programming.

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

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

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

John Resig – Redefining the Introduction to Computer Science

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

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

And, again, watching it was a powerful moment.

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

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

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

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

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

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

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

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

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

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

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

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

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

I now feel a sense of purpose.

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

Ethnic Diversity and Post-Nationalism

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

Here’s the question:

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

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

Here’s my answer:

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

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

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

Déjà 1 374 jours depuis mon retour à Montréal

Ma réponse à une discussion sur MtlUrb, à propos du retour à Montréal (dans le contexte de la perception d’un mouvement de personnes vers l’extérieur de Montréal).

Version courte: depuis que je suis revenu à Montréal, je me rends compte qu’il fait bon y vivre.

Je suis né à Montréal en 1972 et, à part des voyages occasionnels, je n’ai pas vécu ailleurs jusqu’en 1994. Par contre, de 1994 à 2008, j’ai déménagé un grand nombre de fois.

Le premier de ces déménagements était vers Lausanne (en Suisse), la ville natale de mon père. J’y ai passé quinze mois dans d’excellentes conditions. D’ailleurs, si la Suisse vivait une sorte de crise économique à l’époque, le climat social était généralement assez positif pour des gens comme moi. Je m’y suis donc senti à mon aise.

Lorsque j’ai quitté Lausanne pour revenir à Montréal, en août 1995, je suis passé d’un milieu où les questions financières étaient taboues à un contexte où les problèmes d’argent dominaient toutes les conversations. Mon impression du Québec en 1995 était celle d’un marasme profond, surtout causé par la situation économique. Ma propre situation financière était relativement positive (elle s’est détérioriée assez rapidement), mais je me sentais comme si tout allait mal pour tout le monde. Les indicateurs économiques de l’époque contredisent probablement mon impression, mais c’est là la grande différence entre une approche macroscopique quantitative et l’expérience vécue.

J’ai passé quelques temps à Montréal depuis ce temps, mais c’est aussi pendant ce temps que je me suis déplacé le plus souvent. Par exemple, de février 2002 à décembre 2007, j’ai effectué 20 déménagements, entre huit villes différentes (au Mali, au Nouveau-Brunswick, en Indiana, au Massachusetts et au Texas). Je revenais à Montréal au cours de plusieurs de ces déménagements. D’ailleurs, je conservais un pied-à-terre à Montréal. Mais je n’étais «installé» nulle part.

Le 26 avril 2008, j’ai effectué mon dernier déménagement en date et je n’ai pas bougé depuis. Je ne peux pas vraiment dire que je me suis installé définitivement à Montréal, mais ces 1374 jours passés dans ma ville natale constituent la plus longue période de stabilité, pour moi, depuis 1994.

C’est d’ailleurs depuis avril 2008 que je redeviens Québécois. Étape par étape.

Si je suis revenu à Montréal, c’est en grande partie pour des raisons personnelles. J’aurais pu aller ailleurs, mais c’était tout compte fait plus facile de revenir ici, du moins temporairement. J’avais même pensé utiliser mon retour à Montréal comme un tremplin vers autre chose (même pensé à Edmonton, à un certain moment; ou même à la Corée). Revenir à Montréal, c’était une «solution de facilité», une “fallback solution”.

Même si mon réseau social s’est distendu au cours de mes déplacements du début du siècle, je conservais plusieurs contacts ici qui m’ont aidé à me reconstruire un système de support social. Revenir à Montréal, c’était renforcer mes contacts avec certains membres de ma famille et avec plusieurs de mes amis.

D’ailleurs, en ce moment, une grande partie de mes contacts sur divers réseaux sociaux en-ligne (Twitter, Facebook, G+, LinkedIn…) sont locaux. Pas que je sois chauvin ou fermé, bien au contraire! En tant qu’anthropologue, je chéris la diversité humaine et j’ai beaucoup apprécié ma vie hors de Montréal. Mais la base locale des réseaux sociaux est un aspect non-négligeable, dans mon cas. Beaucoup de mes rapports sociaux s’effectuent en face-à-face et, hormis quelques cas particuliers, c’est le cas de la plupart des gens. Autrement dit, nous avons beau passer beaucoup de temps en-ligne, les rapports sociaux ont généralement un ancrage dans les interactions directes, locales, «en présentiel».

Ainsi, le fait de revenir à Montréal était, pour moi, une façon de renforcer la partie locale de mon propre réseau social. Je pouvais donc retrouver une vie sociale qu’il m’a été difficile d’avoir lorsque je bougeais d’une ville à l’autre.

D’autres motivations étaient plus professionnelles. Par exemple, ayant enseigné quelques cours à Concordia entre 2006 et 2007, il m’était plus facile d’obtenir des charges de cours à cette université qu’ailleurs dans le monde (même si j’ai eu l’occasion d’enseigner à sept autres endroits, dont cinq aux États-Unis). Évidemment, mon réseau social a aussi contribué aux motivations professionnelles de mon retour à Montréal en me dressant un portrait assez positif de la situation de l’emploi à Montréal. En d’autres termes, je suis revenu à Montréal sur l’impression, provenant de mon réseau social, qu’il était maintenant possible de bien vivre ici.

Cette impression ne s’est pas démentie.

Austin (ATX), capitale du Texas, est le dernier endroit où j’ai habité avant mon retour à Montréal. Contrairement à de nombreuses autres villes américaines à l’époque (fin 2007 et début 2008), ATX était plus ou moins épargnée par la crise financière. C’est du moins ce qui se disait dans les journaux et bars locaux. Même s’il est possible de prouver que la situation d’Austin était plus fragile que ce que l’opinion publique en disait, le fait est qu’il n’y avait pas de marasme économique à ATX à l’époque. Ayant connu un véritable marasme à Montréal en 1995, j’étais à l’affût des signes avant-coureurs d’un problème similaire à Austin douze ans plus tard. Le fait que les gens parlaient quotidiennement de la crise et de problèmes d’argent allait déjà dans le sens du marasme, même si ces mêmes conversations sortaient explicitement ATX de ce bourbier. «Les choses vont vraiment mal, en ce moment. Mais nous sommes épargnés pour l’instant.» Puisque ma propre situation à Austin n’était pas tout à fait reluisante, rien de très encourageant de ce côté. Il est fort possible qu’un manque d’enthousiasme face à la situation économique des États-Unis et du Texas ait été une particularité des milieux sociaux auxquels je me mêlais, à l’époque. Néanmoins, tant dans le milieu universitaire (qui venait de connaître des coupures drastiques) que dans celui plus populaire des brasseurs de bière, un optimisme bien prudent semblait régner.

Le contraste, peu après mon retour à Montréal, était assez flagrant. Malgré divers problèmes économiques, les milieux dans lesquels je me suis (ré)inséré faisaient figure d’oasis de paix, en comparaison avec mon expérience à Austin en 2007–2008 (ou à Montréal en 1995). Ceux qui parlaient de leur situation financière faisaient rarement référence à un problème plus large. Plusieurs personnes quittaient des emplois stables pour se lancer dans divers projets plus risqués. Sans que l’on puisse parler d’euphorie, régnait ici une atmosphère plutôt paisible, face à la situation financière. C’était pas l’âge d’or du Québec (que l’on situe plus facilement lors de la période entre Expo 67 et les JO de 1976).

Il est fort possible que, tout comme celle que j’ai eu d’Austin, mon impression de Montréal provenait des milieux dans lesquels j’œuvrais. Entre autres, il y avait une certaine effervescence dans ce que j’appelle «la scène geek montréalaise». C’est parmi eux que se trouvaient certains des plus idéalistes, qui misaient une partie de leurs vies pour des projets qui leur tenaient à cœur. En 2008, il n’était pas rare pour des membres de cette «scène» de se faire proposer des contrats assez lucratifs sans qu’ils aient besoin d’effectuer des recherches approfondies. Les acteurs du Web, par exemple, trouvaient facilement quelque-chose à faire, sans avoir à chercher bien loin. On parle d’un groupe assez restreint (je l’estimerais à environ 500 personnes), mais la possibilité que j’avais de m’y insérée a contribué assez largement à mon impression de Montréal. D’ailleurs, depuis mon retour, j’ai obtenu plusieurs contrats très intéressants sans avoir à chercher bien activement.

L’autre sphère d’action de ma vie montréalaise, le milieu universitaire, me donnait aussi un certain air de sérénité. S’il y a très peu de postes permanents dans ce milieu, à l’échelle du continent, il m’a été possible de donner de plus en plus de cours, à Concordia. En fait, pour la première fois de ma carrière, je peux dire que j’ai commencé à me tailler une place dans ce milieu. Sans devenir indispensable et tout en gardant un fort sens critique face au milieu académique, je suis plus à l’aise avec mon statut de «chargé de cours + travailleur autonome». D’ailleurs, petit-à-petit, je commence à trouver plus de liens entre les deux dimensions de ma vie professionnelle. Assez confortable, comme situation. Pour moi, ça vaut plus qu’un gros salaire.

Puisque la situation financière du lieu où je vis a beaucoup d’implications sur mon expérience en cet endroit, c’est une bonne occasion de préciser ma pensée là-dessus. Ma propre situation financière a évidemment un impact important sur ma vie, compte tenu d’un système social qui accorde énormément d’importance à l’argent. Mais, ce qui m’affecte le plus, c’est le «climat social» dans lequel je vis. Un marasme ambiant a un impact négatif plus grand sur moi que des problèmes financiers. D’autre part, lorsque l’atmosphère générale est plutôt positive et que les questions d’argent font rarement leur apparition dans les conversations que je peux avoir avec les gens autour de moi, je m’en porte mieux même si ma situation personnelle n’est pas très reluisante.

Et c’est probablement un bon point où terminer cette réflexion au sujet de mon retour à Montréal. Je suis revenu à Montréal (et j’y demeure depuis près de quatre ans) parce qu’il fait bon y vivre.

Du moins, c’est la partie impersonnelle. Pour l’aspect personnel, ce sera pour un autre jours.

Future of Learning Content

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

But it’s based on Flash.

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

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

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

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

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

Which eventually brings me back to learning and teaching.

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

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

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

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

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

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

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

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

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

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

What I envision is an improvement over PDFs.

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

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

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

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

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

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

“Huh?”, you ask?

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

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

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

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

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

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

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

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

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

For instance (hypothetical example):

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

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

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

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

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

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

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

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

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

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

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

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

We’ll  need to rethink a few things…

And Wesch sure has been thinking about learning.

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

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

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

Intimacy, Network Effect, Hype

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

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

Is the Quora hype related to network effect?

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

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

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

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

It was a surreal experience.

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

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

It has to do with the network effect.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Going back to Quora…

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

So, other services…

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

But that’ll be for another time.

Cheers!

Moving On

[I’m typically not very good at going back to drafts and I don’t have much time to write this. But I can RERO this. It’s an iterative process in any case….]

Been thinking about different things which all relate to the same theme: changing course, seizing opportunities, shifting focus, adapting to new situations, starting over, getting a clean slate… Moving on.

One reason is that I recently decided to end my ethnography podcast. Not that major a decision and rather easy to make. Basically, I had stopped doing it but I had yet to officially end it. I had to make it clear, in my mind, that it’s not part of the things I’m doing, these days. Not that it was a big thing in my life but I had set reminders every month that I had to record a podcast episode. It worked for ten episode (in ten months) but, once I had missed one episode, the reminder was nagging me more than anything else.

In this sense, “moving on” is realistic/pragmatic. Found something similar in Getting Things Done, by David Allen.

It’s also similar to something Larry Lessig called “email bankruptcy,” as a step toward enhanced productivity.

In fact, even financial bankruptcy can relate to this, in some contexts. In Canada, at least, bankruptcy is most adequately described as a solution to a problem, not the problem itself. I’ve known some people who were able to completely rebuild their finances after declaring bankruptcy, sometimes even getting a better credit rating than someone who hadn’t gone bankrupt. I know how strongly some people may react to this concept of bankruptcy (based on principle, resentment, fears, hopes…). It’s an extreme example of what I mean by “moving on.” It goes well with the notion, quite common in North American cultural contexts, that you always deserve a second chance (but that you should do things yourself).

Of course, similar things happen with divorces which, similarly, can often be considered as solutions to a problem rather than the problem itself. No matter how difficult or how bad divorce might be, it’s a way to start over. In some sense, it’s less extreme an example as the bankruptcy one. But it may still generate negative vibes or stir negative emotions.

Because what I’m thinking about has more to do with “turning over a new leaf.” And taking the “leap of faith” which will make you go where you feel more comfortable. I’m especially thinking about all sorts of cases of people who decided to make radical changes in their professional or personal lives, often leaving a lot behind. Whether they were forced to implement such changes or decided to jump because they simply wanted to, all of the cases I remember have had positive outcomes.

It reminds me of a good friend of mine with whom I went through music school, in college. When he finished college, he decided to follow the music path and registered for the conservatory. But, pretty quickly, he realized that it wasn’t for him. Even though he had been intensely “in music” for several years, with days of entering the conservatory, he saw that music wasn’t to remain the central focus of his career. Through a conversation with a high school friend (who later became his wife and the mother of his children), he found out that it wasn’t too late for him to register for university courses. He had been thinking about phys. ed., and thought it might be a nice opportunity to try that path. He’s been a phys. ed. teacher for a number of years. We had lunch together last year and he seems very happy with his career choice. He also sounds like a very dedicated and effective phys. ed. teacher.

In my last podcast episode, I mentioned a few things about my views of this “change of course.” Including what has become something of an expression, for me: “Done with fish.” Comes from the movie Adaptation. The quote is found here (preceded by a bit of profanity). Basically, John Laroche, who was passionately dedicated to fish, decided to completely avoid anything having to do with fish. I can relate to this at some rather deep level.

I’m also thinking about the negative consequences of “sticking with” something which isn’t working, shifting too late or too quickly, implementing changes in inappropriate ways. Plenty of examples there. Most of the ones which come to my mind have to do with business settings. One which would require quite a bit of “explaining” is my perception of Google’s strategy with Wave. Put briefly (with the hope of revisiting this issue), I think Google made bad decisions with Wave, including killing it both too late and too early (no, I don’t see this as a contradiction; but I don’t have time to explain it). They also, I feel, botched a few transitions, in this. And, more importantly, I’d say that they failed to adapt the product to what was needed.

And the trigger for several of my reflections on this “moving on” idea have to do with this kind of adaptation (fun that the movie of that name should be involved, eh?). Twitter could be an inspiration, in this case. Not only did they, like Flickr, start through a switch away from another project, but Twitter was able to transform users’ habits into the basis for some key features. Hashtags and “@replies” are well-known examples. But you could even say that most of the things they’ve been announcing have been related to the way people use their tools.

So, in a way, it’s about the balance between vision and responsiveness. Vision is often discussed and it sounds to some people as a key thing in any “task-based group (from a team to a corporation). But the way a team can switch from one project to the next based on feedback (from users or other stakeholders) seems underrated. Although, there is some talk about the “startup mentality” in many contexts, including Google and Apple. Words which fit this semantic field include: “agile,” “flexible,” “pivot,” “lean,” and “nimble” (the latter word seemed to increase in currency after being used by Barack Obama in a speech).

Anyhoo… Gotta go.

But, just before I go: I am moving on with some things (including my podfade but also a shift away from homebrewing). But the key things in my life are very stable, especially my sentimental life.

I Hate Books

In a way, this is a followup to a discussion happening on Facebook after something I posted (available publicly on Twitter): “(Alexandre) wishes physical books a quick and painfree death. / aime la connaissance.”

As I expected, the reactions I received were from friends who are aghast: how dare I dismiss physical books? Don’t I know no shame?

Apparently, no, not in this case.

And while I posted it as a quip, it’s the result of a rather long reflection. It’s not that I’m suddenly anti-books. It’s that I stopped buying several of the “pro-book” arguments a while ago.

Sure, sure. Books are the textbook case of technlogy which needs no improvement. eBooks can’t replace the experience of doing this or that with a book. But that’s what folkloristics defines as a functional shift. Like woven baskets which became objects of nostalgia, books are being maintained as the model for a very specific attitude toward knowledge construction based on monolithic authored texts vetted by gatekeepers and sold as access to information.

An important point, here, is that I’m not really thinking about fiction. I used to read two novel-length works a week (collections of short stories, plays…), for a period of about 10 years (ages 13 to 23). So, during that period, I probably read about 1,000 novels, ranging from Proust’s Recherche to Baricco’s Novecentoand the five books of Rabelais’s Pantagruel series. This was after having read a fair deal of adolescent and young adult fiction. By today’s standards, I might be considered fairly well-read.

My life has changed a lot, since that time. I didn’t exactly stop reading fiction but my move through graduate school eventually shifted my reading time from fiction to academic texts. And I started writing more and more, online and offline.
In the same time, the Web had also been making me shift from pointed longform texts to copious amounts of shortform text. Much more polyvocal than what Bakhtin himself would have imagined.

(I’ve also been shifting from French to English, during that time. But that’s almost another story. Or it’s another part of the story which can reamin in the backdrop without being addressed directly at this point. Ask, if you’re curious.)
The increase in my writing activity is, itself, a shift in the way I think, act, talk… and get feedback. See, the fact that I talk and write a lot, in a variety of circumstances, also means that I get a lot of people to play along. There’s still a risk of groupthink, in specific contexts, but one couldn’t say I keep getting things from the same perspective. In fact, the very Facebook conversation which sparked this blogpost is an example, as the people responding there come from relatively distant backgrounds (though there are similarities) and were not specifically queried about this. Their reactions have a very specific value, to me. Sure, it comes in the form of writing. But it’s giving me even more of something I used to find in writing: insight. The stuff you can’t get through Google.

So, back to books.

I dislike physical books. I wish I didn’t have to use them to read what I want to read. I do have a much easier time with short reading sessions on a computer screen that what would turn into rather long periods of time holding a book in my hands.

Physical books just don’t do it for me, anymore. The printing press is, like, soooo 1454!

Yes, books had “a good run.” No, nothing replaces them. That’s not the way it works. Movies didn’t replace theater, television didn’t replace radio, automobiles didn’t replace horses, photographs didn’t replace paintings, books didn’t replace orality. In fact, the technology itself doesn’t do much by itself. But social contexts recontextualize tools. If we take technology to be the set of both tools and the knowledge surrounding it, technology mostly goes through social processes, since tool repertoires and corresponding knowledge mostly shift in social contexts, not in their mere existence. Gutenberg’s Bible was a “game-changer” for social, as well as technical reasons.

And I do insist on orality. Journalists and other “communication is transmission of information” followers of Shannon&Weaver tend to portray writing as the annihilation of orality. How long after the invention of writing did Homer transfer an oral tradition to the writing media? Didn’t Albert Lord show the vitality of the epic well into the 20th Century? Isn’t a lot of our knowledge constructed through oral means? Is Internet writing that far, conceptually, from orality? Is literacy a simple on/off switch?

Not only did I maintain an interest in orality through the most book-focused moments of my life but I probably care more about orality now than I ever did. So I simply cannot accept the idea that books have simply replaced the human voice. It doesn’t add up.

My guess is that books won’t simply disappear either. There should still be a use for “coffee table books” and books as gifts or collectables. Records haven’t disappeared completely and CDs still have a few more days in dedicated stores. But, in general, we’re moving away from the “support medium” for “content” and more toward actual knowledge management in socially significant contexts.

In these contexts, books often make little sense. Reading books is passive while these contexts are about (hyper-)/(inter-)active.

Case in point (and the reason I felt compelled to post that Facebook/Twitter quip)…
I hear about a “just released” French book during a Swiss podcast. Of course, it’s taken a while to write and publish. So, by the time I heard about it, there was no way to participate in the construction of knowledge which led to it. It was already “set in stone” as an “opus.”

Looked for it at diverse bookstores. One bookstore could eventually order it. It’d take weeks and be quite costly (for something I’m mostly curious about, not depending on for something really important).

I eventually find it in the catalogue at BANQ. I reserve it. It wasn’t on the shelves, yet, so I had to wait until it was. It took from November to February. I eventually get a message that I have a couple of days to pick up my reservation but I wasn’t able to go. So it went back on the “just released” shelves. I had the full call number but books in that section aren’t in their call number sequence. I spent several minutes looking back and forth between eight shelves to eventually find out that there were four more shelves in the “humanities and social sciences” section. The book I was looking was on one of those shelves.

So, I was able to borrow it.

Phew!

In the metro, I browse through it. Given my academic reflex, I look for the back matter first. No bibliography, no index, a ToC with rather obscure titles (at random: «Taylor toujours à l’œuvre»/”Taylor still at work,” which I’m assuming to be a reference to continuing taylorism). The book is written by two separate dudes but there’s no clear indication of who wrote what. There’s a preface (by somebody else) but no “acknowledgments” section, so it’s hard to see who’s in their network. Footnotes include full URLs to rather broad sites as well as “discussion with <an author’s name>.” The back cover starts off with references to French popular culture (including something about “RER D,” which would be difficult to search). Information about both authors fits in less than 40 words (including a list of publication titles).

The book itself is fairly large print, ways almost a pound (422g, to be exact) for 327 pages (including front and back matter). Each page seems to be about 50 characters per line, about 30 lines per page. So, about half a million characters or 3500 tweets (including spaces). At 5+1 characters per word, about 80,000 words (I have a 7500-words blogpost, written in an afternoon). At about 250 words per minute, about five hours of reading. This book is listed at 19€ (about 27CAD).
There’s no direct way to do any “postprocessing” with the text: no speech synthesis for visually impaired, concordance analysis, no machine translation, even a simple search for occurences of “Sarkozy” is impossible. Not to mention sharing quotes with students or annotating in an easy-to-retrieve fashion (à la Diigo).

Like any book, it’s impossible to read in the dark and I actually have a hard time to find a spot where I can read with appropriate lighting.

Flipping through the book, I get the impression that there’s some valuable things to spark discussions, but there’s also a whole lot of redundancy with frequent discussions on the topic (the Future of Journalism, or #FoJ, as a matter of fact). My guesstimate is that, out of 5 hours of reading, I’d get at most 20 pieces of insight that I’d have exactly no way to find elsewhere. Comparable books to which I listened as audiobooks, recently, had much less. In other words, I’d have at most 20 tweets worth of things to say from the book. Almost a 200:1 compression.
Direct discussion with the authors could produce much more insight. The radio interviews with these authors already contained a few insight hints, which predisposed me to look for more. But, so many months later, without the streams of thought which animated me at the time, I end up with something much less valuable than what I wanted to get, back in November.

Bottomline: Books aren’t necessarily “broken” as a tool. They just don’t fit my life, anymore.

War of the Bugs: Playing with Life in the Brewery

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

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

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

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

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

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

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

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

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

But I’m getting ahead of myself.

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

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

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

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

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

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

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

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

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

Anyhoo…

Going back to brewers’ folk taxonomy of yeast strains…

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Which brings me to “war.”

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

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

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

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

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

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

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

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

And then, there’s carefree brewing.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

And I’m a happy brewer.

Éloge de la courtoisie en-ligne

Nous y voilà!

Après avoir terminé mon billet sur le contact social, j’ai reçu quelques commentaires et eu d’autres occasions de réfléchir à la question. Ce billet faisait suite à une interaction spécifique que j’ai vécue hier mais aussi à divers autres événements. En écrivant ce billet sur le contact social, j’ai eu l’idée (peut-être saugrenue) d’écrire une liste de «conseils d’ami» pour les gens qui désirent me contacter. Contrairement à mon attitude habituelle, j’ai rédigé cette liste dans un mode assez impératif et télégraphique. C’est peut-être contraire à mon habitude, mais c’est un exercice intéressant à faire, dans mon cas.

Bien qu’énoncés sur un ton quasi-sentencieux, ces conseils se veulent être des idées de base avec lesquelles je travaille quand on me sollicite (ce qui arrive plusieurs fois par jour). C’est un peu ma façon de dire: je suis très facile à contacter mais voici ce que je considère comme étant des bonnes et mauvaises idées dans une procédure de contact. Ça vaut pour mes lecteurs ici, pour mes étudiants (avant que je aie rencontrés), pour des contacts indirects, etc.

Pour ce qui est du «contact social», je parlais d’un contexte plus spécifique que ce que j’ai laissé entendre. Un des problèmes, c’est que même si j’ai de la facilité à décrire ce contexte, j’ai de la difficulté à le nommer d’une façon qui soit sans équivoque. C’est un des mondes auxquels je participe et il est lié à l’«écosystème geek». En parlant de «célébrité» dans le billet sur le contact social, je faisais référence à une situation assez précise qui est celle de la vie publique de certaines des personnes qui passent le plus clair de leur temps en-ligne. Les limites sont pas très claires mais c’est un groupe de quelques millions de personnes, dont plusieurs Anglophones des États-Unis, qui entrent dans une des logiques spécifiques de la socialisation en-ligne. Des gens qui vivent et qui oeuvrent dans le média social, le marketing social, le réseau social, la vie sociale médiée par les communications en-ligne, etc.

Des «socialiseurs alpha», si on veut.

C’est pas un groupe homogène, loi de là. Mais c’est un groupe qui a ses codes, comme tout groupe social. Certains individus enfreignent les règles et ils sont ostracisés, parfois sans le savoir.

Ce qui me permet de parler de courtoisie.

Un des trucs dont on parle beaucoup dans nos cours d’introduction, en anthropologie culturelle, c’est la diversité des normes de politesse à l’échelle humaine. Pas parce que c’est une partie essentielle de nos recherches, mais c’est souvent une façon assez efficace de faire comprendre des concepts de base à des gens qui n’ont pas (encore) de formation ethnographique ou de regard anthropologique. C’est encore plus efficace dans le cas d’étudiants qui ont déjà été formés dans une autre discipline et qui ont parfois tendance à ramener les concepts à leur expérience personnelle (ce qui, soit dit en passant, est souvent une bonne stratégie d’apprentissage quand elle est bien appliquée). L’idée de base, c’est qu’il n’y a pas d’«universal», de la politesse (malgré ce que disent Brown et Levinson). Il n’y a pas de règle universelle de politesse qui vaut pour l’ensemble de la population humaine, peu importe la distance temporelle ou culturelle. Chaque contexte culturel est bourré de règles de politesse, très souvent tacites, mais elles ne sont pas identiques d’un contexte à l’autre. Qui plus est, la même règle, énoncée de la même façon, a souvent des applications et des implications très différentes d’un contexte à l’autre. Donc, en contexte, il faut savoir se plier.

En classe, il y en a toujours pour essayer de trouver des exceptions à cette idée de base. Mais ça devient un petit jeu semi-compétitif plutôt qu’un réel processus de compréhension. D’après moi, ç’a un lien avec ce que les pédagogues anglophones appellent “Ways of Knowing”. Ce sont des gens qui croient encore qu’il n’existe qu’une vérité que le prof est en charge de dévoiler. Avec eux, il y a plusieurs étapes à franchir mais ils finissent parfois par passer à une compréhension plus souple de la réalité.

Donc, une fois qu’on peut travailler avec cette idée de base sur la non-universalité de règles de politesse spécifiques, on peut travailler avec des contextes dans lesquelles la politesse fonctionne. Et elle l’est fonctionnelle!

Mes «conseils d’ami» et mon «petit guide sur le contact social en-ligne» étaient à inscrire dans une telle optique. Mon erreur est de n’avoir pas assez décrit le contexte en question.

Si on pense à la notion de «blogosphère», on a déjà une idée du contexte. Pas des blogueurs isolés. Une sphère sociale qui est concentrée autour du blogue. Ces jours-ci, à part le blogue, il y a d’autres plates-formes à travers lesquelles les gens dont je parle entretiennent des rapports sociaux plus ou moins approfondis. Le micro-blogue comme Identi.ca et Twitter, par exemple. Mais aussi des réseaux sociaux comme Facebook ou même un service de signets sociaux comme Digg. C’est un «petit monde», mais c’est un groupe assez influent, puisqu’il lie entre eux beaucoup d’acteurs importants d’Internet. C’est un réseau tentaculaire, qui a sa présence dans divers milieux. C’est aussi, et c’est là que mes propos peuvent sembler particulièrement étranges, le «noyau d’Internet», en ce sens que ce sont des membres de ce groupe qui ont un certain contrôle sur plusieurs des choses qui se passent en-ligne. Pour utiliser une analogie qui date de l’ère nationale-industrielle (le siècle dernier), c’est un peu comme la «capitale» d’Internet. Ou, pour une analogie encore plus vieillotte, c’est la «Métropole» de l’Internet conçu comme Empire.

Donc, pour revenir à la courtoisie…

La spécificité culturelle du groupe dont je parle a créé des tas de trucs au cours des années, y compris ce qu’ils ont appelé la «Netiquette» (de «-net» pour «Internet» et «étiquette»). Ce qui peut contribuer à rendre mes propos difficiles à saisir pour ceux qui suivent une autre logique que la mienne, c’est que tout en citant (et apportant du support à) certaines composantes de cette étiquette, je la remets en contexte. Personnellement, je considère cette étiquette très valable dans le contexte qui nous préoccupe et j’affirme mon appartenance à un groupe socio-culturel précis qui fait partie de l’ensemble plus vaste auquel je fais référence. Mais je conserve mon approche ethnographique.

La Netiquette est si bien «internalisée» par certains qu’elles semblent provenir du sens commun (le «gros bon sens» dont je parlais hier). C’est d’ailleurs, d’après moi, ce qui explique certaines réactions très vives au bris d’étiquette: «comment peux-tu contrevenir à une règle aussi simple que celle de donner un titre clair à ton message?» (avec variantes plus insultantes). Comme j’ai tenté de l’expliquer en contexte semi-académique, une des bases du conflit en-ligne (la “flame war”), c’est la difficulté de se ressaisir après un bris de communication. Le bris de communication, on le tient pour acquis, il se produit de toutes façons. Mais c’est la façon de réétablir la communication qui change tout.

De la même façon, c’est pas tant le bris d’étiquette qui pose problème. Du moins, pas l’occasion spécifique de manquement à une règle précise. C’est la dynamique qui s’installe suite à de nombreux manquements aux «règles de base» de la vie sociale d’un groupe précis. L’effet immédiat, c’est le découpage du ‘Net en plus petites factions.

Et, personnellement, je trouve dommage ce fractionnement, cette balkanisation.

Qui plus est, c’est dans ce contexte que, malgré mon relativisme bien relatif, j’assigne le terme «éthique» à mon hédonisme. Pas une éthique absolue et rigide. Mais une orientation vers la bonne entente sociale.

Qu’on me comprenne bien (ça serait génial!), je me plains pas du comportement des gens, je ne jugent pas ceux qui se «comportent mal» ou qui enfreignent les règles de ce monde dans lequel je vis. Mais je trouve utile de parler de cette dynamique. Thérapeutique, même.

La raison spécifique qui m’a poussé à écrire ce billet, c’est que deux des commentaires que j’ai reçu suite à mes billets d’hier ont fait appel (probablement sans le vouloir) au «je fais comme ça me plaît et ça dérange personne». Là où je me sens presqu’obligé de dire quelque-chose, c’est que le «ça dérange personne» me semblerait plutôt myope dans un contexte où les gens ont divers liens entre eux. Désolé si ça choque, mais je me fais le devoir d’être honnête.

D’ailleurs, je crois que c’est la logique du «troll», ce personnage du ‘Net qui prend un «malin plaisir» à bousculer les gens sur les forums et les blogues. C’est aussi la logique du type macho qui se plaît à dire: «Je pince les fesses des filles. Dix-neuf fois sur 20, je reçois une baffe. Mais la vingtième, c’est la bonne». Personnellement, outre le fait que je sois féministe, j’ai pas tant de problèmes que ça avec cette idée quand il s’agit d’un contexte qui le permet (comme la France des années 1990, où j’ai souvent entendu ce genre de truc). Mais là où ça joue pas, d’après moi, c’est quand cette attitude est celle d’un individu qui se meut dans un contexte où ce genre de chose est très mal considéré (par exemple, le milieu cosmopolite contemporain en Amérique du Nord). Au niveau individuel, c’est peut-être pas si bête. Mais au niveau social, ça fait pas preuve d’un sens éthique très approfondi.

Pour revenir au «troll». Ce personnage quasi-mythique génère une ambiance très tendue, en-ligne. Individuellement, il peut facilement considérer qu’il est «dans son droit» et que ses actions n’ont que peu de conséquences négatives. Mais, ce qui se remarque facilement, c’est que ce même individu tolère mal le comportement des autres. Il se débat «comme un diable dans le bénitier», mais c’est souvent lui qui «sème le vent» et «récolte la tempête». Un forum sans «troll», c’est un milieu très agréable, “nurturing”. Mais il n’est besoin que d’un «troll» pour démolir l’atmosphère de bonne entente. Surtout si les autres membres du groupes réagissent trop fortement.

D’ailleurs, ça me fait penser à ceux qui envoient du pourriel et autres Plaies d’Internet. Ils ont exactement la logique du pinceur de femmes, mais menée à l’extrême. Si aussi peu que 0.01% des gens acceptent le message indésirable, ils pourront en tirer un certain profit à peu d’effort, peu importe ce qui affecte 99.99% des récipiendaires. Tant qu’il y aura des gens pour croire à leurs balivernes ou pour ouvrir des fichiers attachés provenant d’inconnus, ils auront peut-être raison à un niveau assez primaire («j’ai obtenu ce que je voulais sans me forcer»). Mais c’est la société au complet qui en souffre. Surtout quand on parle d’une société aussi diversifiée et complexe que celle qui vit en-ligne.

C’est intéressant de penser au fait que la culture en-ligne anglophone accorde une certaine place à la notion de «karma». Depuis une expression désignant une forme particulière de causalité à composante spirituelle, cette notion a pris, dans la culture geek, un acception spécifique liée au mérite relatif des propos tenus en-ligne, surtout sur le vénérable site Slashdot. Malgré le glissement de sens de causalité «mystique» à évaluation par les pairs, on peut lier les deux concepts dans une idée du comportement optimal pour la communication en-ligne: la courtoisie.

Les Anglophones ont tendance à se fier, sans les nommer ou même les connaître, aux maximes de Grice. J’ai beau percevoir qu’elles ne sont pas universelles, j’y vois un intérêt particulier dans le contexte autour duquel je tourne. L’idée de base, comme le diraient Wilson et Sperber, est que «tout acte de communication ostensive communique la présomption de sa propre pertinence optimale». Cette pertinence optimale est liée à un processus à la fois cognitif et communicatif qui fait appel à plusieurs des notions élaborées par Grice et par d’autres philosophes du langage. Dans le contexte qui m’intéresse, il y a une espèce de jeu entre deux orientations qui font appel à la même notion de pertinence: l’orientation individuelle («je m’exprime») souvent légaliste-réductive («j’ai bien le droit de m’exprimer») et l’orientation sociale («nous dialoguons») souvent éthique-idéaliste («le fait de dialoguer va sauver le monde»).

Aucun mystère sur mon orientation préférée…

Par contre, faut pas se leurrer: le fait d’être courtois, en-ligne, a aussi des effets positifs au niveau purement individuel. En étant courtois, on se permet très souvent d’obtenir de réels bénéfices, qui sont parfois financiers (c’est comme ça qu’on m’a payé un iPod touch). Je parle pas d’une causalité «cosmique» mais bien d’un processus précis par lequel la bonne entente génère directement une bonne ambiance.

Bon, évidemment, je semble postuler ma propre capacité à être courtois. Il m’arrive en fait très souvent de me faire désigner comme étant très (voire trop) courtois. C’est peut-être réaliste, comme description, même si certains ne sont peut-être pas d’accord.

À vous de décider.