Category Archives: cluefulness

Body and Tech: My Year in Quantified Self

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

Not Even Started Yet

This post is long. You’ve been warned.

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

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

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

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

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

Quaint Quant

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

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

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

Start Counting

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

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

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

Habits, Old and New

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

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

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

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

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

But I’m getting ahead of myself.

So Close, Yet So Far

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

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

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

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

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

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

Baby Steps

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

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

Gotta start somewhere.

Sleepwalking

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

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

Feeling Pressure

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

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

Tensio

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

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

Getting Attention

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

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

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

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

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

Weight, Weight! Don’t Tell Me![1]

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

Weighing My Options

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

Food for Thought

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

But I digress.

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

Zipping

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

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

Stepping UP

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

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

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

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

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

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

Back UP

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

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

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

Especially when I do an actual workout.

Been Working Out, Haven’t You?

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

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

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

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

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

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

On Track

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

2014-01-22 18.38.24

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

Putting My Heart into IT

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

20140103-162048.jpg

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

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

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

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

Off the Bike

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

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

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

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

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

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

‘Figures!

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

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

Obsessed, Much?

ObsessiveSpreadsheet

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

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

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

Scaling Up

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

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

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

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

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

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

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

The Ideal QuantSelf Device

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

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

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

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

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

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

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

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

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

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

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

Walkthrough

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

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

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

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

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

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

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

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


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

Twenty Years Online

This month marks the 20th anniversary of my first Internet account. I don’t remember the exact date but I know it was in late summer 1993, right before what became known as “Eternal September”. The Internet wasn’t new, but it still wasn’t on most people’s proverbial “radars”.

Had heard one of my professors, Kevin Tuite, talk about the Internet as a system through which people from all over the World were communicating. Among the examples Tuite gave of possibilities offered by the ‘Net were conversations among people from former Soviet Republics, during this period of broad transitions. As a specialist of Svaneti, in present-day Georgia, Kevin was particularly interested in these conversations.

During that fated Summer of ‘93, I was getting ready to begin the last year of my B.Sc. in anthropology, specializing in linguistic anthropology and ethnomusicology. As I had done during previous summers, I was working BOH at a French restaurant. But, in my free time, I was exploring a brand new world.

In retrospect, it might not be a complete coincidence that my then-girlfriend of four years left me during that Fall 1993 semester.

It started with a local BBS, WAJU (“We Are Joining You”). I’m not exactly sure when I got started, but I remember being on WAJU in July. Had first been lent a 300 baud modem but I quickly switched to a 2400 baud one. My current ISP plan is 15Mbps, literally 50,000 times faster than my original connection.

By August 1993, thanks to the aforementioned Kevin Tuite, I was able to get an account on UdeM’s ERE network, meant for teaching and research (it stood for «Environnement de recherche et d’enseignement»). That network was running on SGI machines which weren’t really meant to handle large numbers of external connections. But it worked for my purpose of processing email (through Pine), Usenet newsgroups, FTP downloads (sometimes through Archie), IRC sessions, individual chats (though Talk), Gopher sites, and other things via Telnet. As much as possible, I did all of these things from campus, through one of the computer rooms, which offered amazingly fast connections (especially compared to my 2.4kbps modem). I spent enough time in those computer rooms that I still remember a distinct smell from them.

However, at some point during that period, I was able to hack a PPP connection going through my ERE account. In fact, I ended up helping some other people (including a few professors) do the same. It then meant we could use native applications to access the ’Net from home and, eventually, browse the Web graphically.

But I’m getting ahead of myself.

By the time I got online, NCSA Mosaic hadn’t been released. In fact, it took a little while before I even heard of the “World Wide Web”. I seem to remember that I only started browsing the Web in 1994. At the same time, I’m pretty sure one of my most online-savvy friends (likely Alex Burton or Martin Dupras) had told me about the Web as soon as version 1.0 of Mosaic was out, or even before.

The Web was a huge improvement, to be sure. But it was neither the beginning nor the end of the ‘Net, for those of us who had been there a little while. Yes, even a few months. Keep in mind that, at the time, there weren’t that many sites, on the Web. Sure, most universities had a Web presence and many people with accounts on university networks had opportunities to create homepages. But there’s a reason there could be Web directories (strongly associated with Yahoo!, now, but quite common at the time). Pages were “static” and there wasn’t much which was “social” on the Web, at the time.

But the ’Net as a whole was very social. At least, for the budding ethnographer that I was, the rest of the ‘Net was a much more interesting context for observation than the Web. Especially newsgroups and mailinglists.

Especially since the ‘Net was going through one of its first demographic explosions. Some AOLers were flooding the ‘Net. Perhaps more importantly, newbie bashing was peaking and comments against AOL or other inexperienced “Netizens” were frequently heard. I personally heard a lot more from people complaining about AOL than from anyone accessing the ’Net through AOL.

Something about the influx which was clear, though, is that the “democratization” was being accompanied by commercialization. A culture of open sharing was being replaced by corporate culture. Free culture was being preempted by a culture of advertising. The first .com domains were almost a novelty, in a ‘Net full of country-specific domains along with lots of .edu, .net, .org, .gov, and even .mil servers.

The ‘Net wasn’t yet about “paying for content”. That would come a few years later, when media properties pushed “user-generated content” into its own category (instead of representing most of what was available online). The ‘Net of the mid-1990s was about gaining as much attention as possible. We’re still in that mode, of course. But the contrast was striking. Casual conversations were in danger of getting drowned by megaphones. The billboard overtook the café. With the shift, a strong sense of antagonism emerged. The sense of belonging to a community of early adopters increased with the sense of being attacked by old “media types”. People less interested in sharing knowledge and more interested in conveying their own corporate messages. Not that individuals had been agenda-free until that point. But there was a big difference between geeks arguing about strongly-held opinions and “brands” being pushed onto the scene.

Early on, the thing I thought the Internet would most likely disrupt was journalism. I had a problem with journalism so, when I saw how the ‘Net could provide increased access to information, I was sure it’d imply a reappropriation of news by people themselves, with everything this means in the spread of critical thinking skills. Some of this has happened, to an extent. But media consolidation had probably a more critical role to play in journalism’s current crisis than online communication. Although, I like to think of these things as complex systems of interrelated trends and tendencies instead of straightforward causal scenarios.

In such a situation, the ‘Net becoming more like a set of conventional mass media channels was bad news. More specifically, the logic of “getting your corporate message across” was quite offputting to a crowd used to more casual (though often heated and loud) conversations. What comes to mind is a large agora with thousands of people having thousands of separate conversations being taken over by a massive PA system. Regardless of the content of the message being broadcast by this PA system, the effect is beyond annoying.

Through all of this, I distinctly remember mid-April, 1994. At that time, the Internet changed.  One might say it never recovered.

At that time, two unscrupulous lawyers sent the first commercial spam on Usenet newsgroups. They apparently made a rather large sum of money from their action but, more importantly, they ended the “Netiquette” era. From this point on, a conflict has emerged between those who use and those who abuse the ‘Net. Yes, strong words. But I sincerely think they’re fitting. Spammers are like Internet’s cancer. They may “serve a function” and may inspire awe. Mostly, though, they’re “cells gone rogue”. Not that I’m saying the ‘Net was free of disease before this “Green Card lottery” moment. For one thing, it’s possible (though unlikely) that flamewars were somewhat more virulent then than they are now. It’s just that the list of known online woes expanded quickly with the addition of cancer-like diseases. From annoying Usenet spam, we went rather rapidly to all sorts of malevolent large-scale actions. Whatever we end up doing online, we carry the shadow of such actions.

Despite how it may sound, my stance isn’t primarily moral. It’s really about a shift from a “conversational” mode to a “mass media” one. Spammers exploited Usenet by using it as a “mass media” channel, at a time when most people online were using it as a large set of “many-to-many” channels.

The distinction between Usenet spam and legitimate advertising may be extremely important, to a very large number of people. But the gates spammers opened were the same ones advertisers have been using ever since.

My nostalgia of the early Internet has a lot to do with this shift. I know we gained a lot, in the meantime. I enjoy many benefits from the “democratization” of the ‘Net. I wouldn’t trade the current online services and tools for those I was using in August, 1993. But I do long for a cancer-free Internet.

Wearable Hub: Getting the Ball Rolling

Statement

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

Disclaimer/Disclosure/Warning

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

From Wearables to Hubs

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

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

Smartphones, it may be argued, “happened”.

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

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

My Wearable Devices

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

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

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

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

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

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

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

From Digital Hub to Wearable Hub

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

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

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

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

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

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

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

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

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

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

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

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

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

Post-Smartphone Hubs

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

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

The Body Hub

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

But a friend had a more striking idea:

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

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

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

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

The Wearable Mesh

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

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

Alternative Futures

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

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

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

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

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

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

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

So…

What might be the implications of a wearable hub?

Bean Counters and Ecologists

[So many things in my drafts, but this one should be quick.]

Recently met someone who started describing their restaurant after calling it a “café”. The “pitch” revolved around ethical practices, using local products, etc. As both a coffee geek and ethnographer, my simple question was: “Which coffee do you use?” Turns out, they’re importing coffee from a multinational corporation. “Oh, but, they’re lending us an expensive espresso machine for free! And they have fair-trade coffee!”

Luckily, we didn’t start talking about “fair trade”. And this person was willing to reflect upon the practices involved, including about the analogy with Anheuser-Busch or Coca-Cola. We didn’t get further into the deeper consequences of the resto’s actions, but the “seed” has been planted.

Sure, it’s important to focus on your financials and there’s nothing preventing a business from being both socially responsible and profitable. It just requires a shift in mindset. Small, lean, nimble businesses are more likely to do it than big, multinational corporate empires…

…which leads me to Google.

Over the years since its IPO, Google has attracted its share of praise and criticism. Like any big, multinational corporate empire. In any sector.

Within the tech sector, the Goog‘ is often compared with Microsoft, Facebook, Twitter, and Apple. All of these corporate entities have been associated in some people’s minds with some specific issue, from child labour and failure to protect users’ privacy to anticompetitive practices (the tech equivalent of free fridges and espresso machines). The issues are distinct and tech enthusiast spend a large amount of time discussing which one is worse. Meanwhile, we’re forgetting a number of larger issues.

Twitter is an interesting example, here. The service took its value from being at the centre of an ecosystem. As with any ecosystem, numerous interactions among many different members produce unexpected and often remarkable results. As the story goes, elements like hashtags and “@-replies” were invented by users and became an important part of the system. Third-party developers were instrumental in Twitter’s reach outside of its original confines. Though most of the original actors have since left the company, the ecosystem has maintained itself over the years.

When Twitter started changing the rules concerning its API, it shook the ecosystem. Sure, the ecosystem will maintain itself, in the end. But it’s nearly impossible to predict how it will change. For people at Twitter, it must have been obvious that the first changes was a warning shot to scare away those they didn’t want in their ecosystem. But, to this day, there are people who depend on Twitter, one way or another.

Google Reader offers an interesting case. The decision to kill it might have been myopic and its death might have a domino effect.

The warning shot was ambiguous, but the “writing was on the wall”. Among potential consequences of the move, the death of RSS readers was to be expected. One might also expect users of feedreaders to be displeased. In the end, the ecosystem will maintain itself.

Chances are, feedreading will be even more marginalized than it’s been and something else might replace it. Already, many people have been switching from feedreading to using Twitter as a way to gather news items.

What’s not so well-understood is the set of indirect consequences, further down the line. Again, domino effect. Some dominoes are falling in the direction of news outlets which have been slow to adapt to the ways people create and “consume” news items. Though their ad-driven models may sound similar to Google’s, and though feedreading might not be a significant source of direct revenue, the death of feedreaders may give way to the birth of new models for news production and “consumption” which might destabilize them even further. Among the things I tag as #FoJ (“Future of Journalism”) are several pieces of a big puzzle which seems misunderstood by news organizations.

There are other big dominoes which might fall from the death of Google Reader. Partly because RSS itself is part of a whole ecosystem. Dave Winer and Aaron Swartz have been major actors in the technical specifications of RSS. But Chris Lydon and people building on calendar syndication are also part of the ecosystem. In business-speak, you might call them “stakeholders”. But thinking about the ecosystem itself leads to a deeper set of thoughts, beyond the individuals involved. In the aftermath of Aaron Swartz’s premature death, it may be appropriate to point out that the ecosystem is more than the sum of its parts.

As I said on a service owned by another widely-criticized corporate empire:

Many of us keep saying that Google needs to listen to its social scientists. It also needs to understand ecology.

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?

The Magazine and Social Media

Megaphone red
Megaphone red by Adamantios (via Wikimedia Commons, (GFDL, CC-BY-SA)

The following is my App Store review of The Magazine, a Newsstand offering by Instapaper developer Marco Arment.

Though I like Marco Arment’s work and there’s nothing specifically wrong about this implementation of the magazine model, I don’t find the magazine model particularly useful, at this point. And, make no mistake. The Magazine is indeed a magazine.

Oh, sure, this format overcomes several of the limitations set by advertising-based models and hierarchical boards. But it maintains something of the magazine logic: a tight bundle of a few articles authored by people connected through the same “editorial intent”. It’s not a conversation with the public. In this first issue, it’s not even a conversation among co-authors.

The “linked list” aspect of the “Fireball Format” (from John Gruber’s Daring Fireball media property) is described in one of the pieces in this first issue. Other distinguishing factors of the “Fireball Format” aren’t discussed in that same piece. They include a “no comment” policy which has become rather common among high-profile blogs. Unlike most blogs of the pioneer era in social media, these blogs don’t allow readers to comment directly.

A justification for this policy is that comments can be posted elsewhere. And since most of these bloggers are active on microblogging platforms like App.net and Twitter, there’s a chance that a comment might be noticed by those authors. What’s missing, though, is the sense of belonging which bloggers created among themselves before MySpace.

In other words, now that there are large social networking services online, the social aspects of blogging have been deemphasized and authorial dimensions have come to prominence. Though Arment dislikes the word, blog authors have become “brands”. It still works when these authors are in conversation with one another, when there’s a likelihood of a “followup” (FU in 5by5 parlance), when authors are responsive.

None of that interaction potential seems to be part of the core model for The Magazine. You can scream at your iOS device all you want, Jason Snell will probably not respond to you in a future edition of The Magazine. You can attempt dialogue on Twitter, but any conversation you may succeed in starting there is unlikely to have any impact on The Magazine. You’re talking with authors, now, not with members of a community.

With The Magazine, the transition from social to authorial is almost complete. Not only are posts set apart from the conversation but the editorial act of bundling posts together brings back all the problems media scholars have been pointing out for the past several decades. The issue at stake isn’t merely the move to online delivery. It’s the structure of authority and the one-to-many broadcast-style transmission. We’ve taken a step back.

So, while The Magazine has certain technical advantages over old school magazines like The Daily and Wired, it represents a step away from social media and towards mass media. Less critical thinking, more pedestals.

A new model could emerge using the infrastructure and business model that Arment built. But it’d require significant work outside of the application. The Feature might contribute something to this new model, especially if the way posts are bundled together became more flexible.

So, all in all, I consider The Magazine to be a step in the wrong direction by someone whose work I respect.

Good thing we still have podcasts.

Early iPhone Rumours

[The Lar.me/2ke link originally pointed to Mike Davidson’s 2005 piece. More explanations here.]

[Update, a bit later… Added some thoughts, links, and tags…]

While listening to the Critical Path podcast on 5by5 with Asymco’s Horace Dediu, I got stuck on Dediu’s comment that there weren’t iPhone rumours when Google acquired Android. After a quick search, I ended up on this 2005 piece by Mike Davidson (written eight months before the Google purchase), so I tweeted to @Asymco with a link to Davidson’s post. Several people, including Dediu himself, tell me that this wouldn’t qualify as a rumour (though my own definition of rumour probably differs from theirs). Still, I’ve received some comments about how insightful this piece was. It was partly based on a November 2004 piece by Russell Beattie, which was itself a partial reaction to a short Ross Mayfield post about a “WiFi iPod”. In comments on Davidson’s piece, Ste Grainer mentioned a Robert X. Cringely piece about a Mac Media Centre.

I later found a NYT piece from 2002 which contained an actual rumour about the “iPhone”, including the name:

industry analysts see evidence that Apple is contemplating what inside the company is being called an ”iPhone.”

This, I think, would qualify as a rumour in most people’s definitions, though it didn’t include “leaked prototypes”.

But back to this Davidson piece, which might have been more insightful than the NYT’s one or even Beattie’s…

In hindsight, Davidson’s piece was both prescient of what would actually happen and telling in what didn’t happen. He talked about satellite radio, Plays for Sure, and WiMAX none of which panned out as planned. Also, Davidson surmised some things about Apple’s “content play” which were both less ambitious and more impactful (on Apple’s bottomline) than what actually happened. Apple’s 2007 move against DRM might have been surprising to the 2005 Davidson. And it’s funny to think back to an era when high prices for flash storage made it prohibitive to build a mobile device… 😉

Basically, though, Davidson was speculating about an integrated device which would replace several devices at once:

It won’t be long before the cell phone is your camera, your music player, your organizer, your portable web client, your remote control, and your digital wallet

[We could argue about Android’s NFC play being closer to the digital wallet ideal than Apple’s passbook. The other parts are closer to a Treo anyway…]

In the abstract at least (and in Steve Jobs’s way of describing it), the iPhone has been this integrated communicating device about which people had been talking for years. So, kudos to Mike Davidson for predicting this a while in advance. He was neither the first nor the last, but he painted an interesting portrait.

Now, there are other parts to this story, I think. Given the fact that work on what would become iOS devices (iPad first, we’re told) hadn’t begun when Charles Wolf told the New York Times about a device called “iPhone” internally at Apple, I get the impression that the rumours predated much of the actual development work leading to the device. Speculation happened later still. It seems to relate to a number of things demonstrated by STS generally and SCOT specifically. Namely that technological development is embedded in a broader social process.

I also find interesting some side notions in all of these pieces. For instance, ideas about the impact the device might have on people’s usage. Or the fact that the move from the Treo to the iPhone ends up being quite significant, in retrospect. Even Davidson’s points about headphones and retail stores seem to relate to current things. So does the existence of the iPod touch and Apple TV in Apple’s lineup, addressing Mayfield and Cringely, respectively.

I also end up reflecting upon the shift from the “digital hub” strategy (peaking around 2007 or so) to the one revealed with iCloud, “Back to the Mac” and, yes, even Apple Maps. Dediu devotes much time to his mentor Clay Christensen’s notion of “disruptive innovation” and spent part of this latest Critcal Path episode talking about the risks behind Apple not being disruptive enough.

All of this makes me think…

Not that I have a very clear idea of what might happen but, recently, I’ve been thinking about the broader picture. Including the Maps kerfuffle. The importance of social disruption. Apple’s financial state and market presence. The so-called “Post-PC” era in relation to other “post-” notions (post-industrialism, post-colonialism, post-nationalism, post-modernism…). The boring nature of the Google/Apple conflict. The recent financial crisis. The tech world’s emphasis on Apple. The future of academia and education. The iconicity of Steve Jobs…

As Mike Wesch has been saying:

We’ll need to rethink a few things…

Concierge-Style Service

Disclaimer: This is one of those blogposts in which I ramble quite a bit. I do have a core point, but I take winding roads around it. It’s also a post where I’m consciously naïve, this time talking about topics which may make economists react viscerally. My hope is that they can get past their initial reaction and think about “the fool’s truth”.

High-quality customer service is something which has a very positive effect, on me. More than being awed by it, I’m extremely appreciative for it when it’s directed towards me and glad it exists when other people take advantage of it.

And I understand (at least some of) the difficulties of customer service.

Never worked directly in customer service. I do interact with a number of people, when I work (teaching, doing field research, working in restaurants, or even doing surveys over the phone). And I’ve had to deal with my share of “difficult customers”, sometimes for months at a time. But nothing I’ve done was officially considered customer service. In fact, with some of my work, “customer service” is exactly the opposite of “what the job is about”, despite some apparent similarities.

So I can only talk about customer service as a customer.

As job sectors go, customer service is quite compatible with a post-industrial world. At the end of the Industrial Revolution, jobs in the primary and secondary sectors have decreased a lot in numbers, especially in the wealthiest parts of the World. The tertiary sector is rapidly growing, in these same contexts. We may eventually notice a significant move toward the quaternary sector, through the expansion of the “knowledge society” but, as far as I know, that sector employs a very small proportion of the active population in any current context.

Point is, the service sector is quite big.

It’s also quite diverse, in terms of activities as well as in terms of conditions. There are call centres where working conditions and salaries are somewhat comparable to factory work (though the latter is considered “blue collar” and the former “white collar”). And there are parts of the service industry which, from the outside, sound quite pleasant.

But, again, I’m taking the point of view of the customer, here. I really do care about working conditions and would be interested in finding ways to improve them, but this blogpost is about my reactions as someone on the other side of the relationship.

More specifically, I’m talking about cases where my satisfaction reaches a high level. I don’t like to complain about bad service (though I could share some examples). But I do like to underline quality service.

And there are plenty of examples of those. I often share them on Twitter and/or on Facebook. But I might as well talk about some of these, here. Especially since I’m wrapping my head about a more general principal.

A key case happened back in November, during the meetings of the American Anthropological Association, here in Montreal. Was meeting a friend of mine at the conference hotel. Did a Foursquare checkin there, while I was waiting, pointing out that I was a local. Received a Twitter reply from the hotel’s account, welcoming me to Montreal. Had a short exchange about this and was told that “if my friend needs anything…” Went to lunch with my friend.

Among the topics of our conversation was the presentation she was going to give, that afternoon. She was feeling rather nervous about it and asked me what could be done to keep her nervousness under control. Based on both personal experience and rumours, I told her to eat bananas, as they seem to help in relieving stress. But, obviously, bananas aren’t that easy to get, in a downtown area.

After leaving my friend, I thought about where to get bananas for her, as a surprise. Didn’t remember that there was a supermarket, not too far from the hotel, so I was at a loss. Eventually went back to the hotel, thinking I might ask the hotel staff about this. Turns out, it would have been possible to order bananas for my friend but the kitchen had just closed.

On a whim, I thought about contacting the person who had replied to me through the hotel’s Twitter account. Explained the situation, gave my friend’s room number and, within minutes, a fruit basket was delivered to her door. At no extra charge to me or to my friend. As if it were a completely normal thing to do, asking for bananas to be delivered to a room.

I’m actually not one to ask for favours, in general. And I did feel strange asking for these bananas. But I wanted to surprise my friend and was going to pay for the service anyway. And the “if she needs anything” message was almost a dare, to me. My asking for bananas was almost defiant. “Oh, yeah? Anything? How about you bring bananas to her room, then?” Again, I’m usually not like this but exchanges like those make me want to explore the limits of the interaction.

And the result was really positive. My friend was very grateful and I sincerely think it helped her relax before her presentation, beyond the effects of the bananas themselves. And it titillated my curiosity, as an informal observer of customer service.

Often heard about hotel concierges as the model of quality in customer service. This fruit basket gave me a taster.

What’s funny about «concierges» is that, as a Québécois, I mostly associate them with maintenance work. In school, for instance, the «concierge» was the janitor, the person in charge of cleaning up the mess left by students. Sounds like “custodian” (and “custodial services”) may be somewhat equivalent to this meaning of «concierge», among English-speaking Canadians, especially in universities. Cleaning services are the key aspect of this line of work. Of course, it’s important work and it should be respected. But it’s not typically glorified as a form of employment. In fact, it’s precisely the kind of work which is used as a threat to those whose school performance is considered insufficient. Condescending teachers and principals would tell someone that they could end up working as a «concierge» (“janitor”) if they didn’t get their act together. Despite being important, this work is considered low-status. And, typically, it has little to do with customer service, as their work is often done while others are absent.

Concierges in French apartment buildings are a different matter, as they also control access and seem to be involved in collecting rent. But, in the “popular imagination” (i.e., in French movies), they’re not associated with a very high quality of service. Can think of several concierges of this type, in French movies. Some of them may have a congenial personality. But I can’t think of one who was portrayed as a model of high-quality customer service.

(I have friends who were «concierges» in apartment buildings, here in Montreal. Their work, which they did while studying, was mostly about maintenance, including changing lightbulbs and shovelling snow. The equivalent of “building superintendent”, it seems. Again, important but devalued work.)

Hotel concierges are the ones English-speakers think of when they use the term. They are the ones who are associated with high-quality (and high-value) customer service. These are the ones I’m thinking about, here.

Hotel concierges’ “golden keys” («Clefs d’or») are as much of a status symbol as you can get one. No idea how much hotel concierges make and I’m unclear as to their training and hiring. But it’s clear that they occupy quite specific a position in the social ladder, much higher than that of school janitors or apartment concierges.

Again, I can just guess how difficult their work must be. Not only the activities themselves but the interactions with the public. Yet, what interests me now is their reputation for delivering outstanding service. The fruit basket delivered to my friend’s door was a key example, to me.

(I also heard more about staff in luxury hotels, in part from a friend who worked in a call centre for a hotel with an enviable reputation. The hospitality industry is also a central component of Swiss culture, and I heard a few things about Swiss hotel schools, including Lausanne’s well-known EHL. Not to mention contacts with ITHQ graduates. But my experience with this kind of service in a hotel context is very limited.)

And it reminds me of several other examples. One is my admiration for the work done by servers in a Fredericton restaurant. The food was quite good and the restaurant’s administration boasts their winelist. But the service is what gave me the most positive feeling. Those service were able to switch completely from treating other people like royalty to treating me like a friend. These people were so good at their job that I discussed it with some of them. Perhaps they were just being humble but they didn’t even seem to realize that they were doing an especially good job.

A similar case is at some of Siena’s best restaurants, during a stay with several friends. At most places we went, the service was remarkably impeccable. We were treated like we deserved an incredible amount of respect, even though we were wearing sandals, shorts, and t-shirts.

Of course, quality service happens outside of hotels and restaurants. Which is why I wanted to post this.

Yesterday, I went to the “Genius Bar” at the Apple Store near my university campus. Had been having some issues with my iPhone and normal troubleshooting didn’t help. In fact, I had been to the same place, a few months ago, and what they had tried hadn’t really solved the problem.

This time, the problem was fixed in a very simple way: they replaced my iPhone with a new one. The process was very straightforward and efficient. And, thanks to regular backups, setting up my replacement iPhone was relatively easy a process. (There were a few issues with it and it did take some time to do, but nothing compared to what it might have been like without cloud backups.)

Through this and previous experiences with the “Genius Bar“, I keep thinking that this service model should be applied to other spheres of work. Including healthcare. Not the specifics of how a “Genius Bar” works. But something about this quality of service, applied to patient care. I sincerely think it’d have a very positive impact on people’s health.

In a way, this might be what’s implied by “concierge medicine”: personalized healthcare services, centred on patients’ needs. But there’s a key difference between Apple’s “Genius Bar” and “concierge medicine”: access to the “Genius Bar” is open to all (customers of Apple products).

Sure, not everyone can afford Apple products. But, despite a prevailing impression, these products are usually not that much more expensive than those made by competitors. In fact, some products made by Apple are quite competitive in their market. So, while the concierge-style services offered by the “Genius Bar” are paid by Apple’s customers, costing those services as even the totality of the “Apple premium” might reveal quite decent a value proposition.

Besides, it’s not about Apple and it’s not really about costs. While Apple’s “Genius Bar” provided my inspiration for this post, I mostly think about quality of service, in general. And while it’s important for decision-makers to think about the costs involved, it’s also important to think about what we mean by high quality service.

One aspect of concierge-style service is that it’s adapted to specific needs. It’s highly customized and personalized, the exact opposite of a “cookie-cutter” approach. My experience at BrewBakers was like that: I was treated the way I wanted to be treated and other people were treated in a very different way. For instance, a server sat besides me as I was looking at the menu, as if I had been a friend “hanging out” with them, and then treated some other customers as if they were the most dignified people in the world. Can’t say for sure the other people appreciated it (looked like they did), but I know it gave me a very warm feeling.

Similar thing at the “Genius Bar”. I could hear other people being treated very formally, but every time I went I was treated with the exact level of informality that I really enjoy. Perhaps more importantly, people’s technology skills are clearly taken into account and they never, in my experience, represent a basis for condescension or for misguided advice. In other words, lack of knowledge of an issue is treated with an understanding attitude and a customer’s expertise on an issue is treated with the exact level of respect it deserves. As always, YMMV. But I’m consistently struck by how appropriately “Genius Bar” employees treat diverse degrees of technological sophistication. As a teacher, this is something about which I care deeply. And it’s really challenging.

While it’s flexible and adaptable, concierge-style service is also respectful, no matter what. This is where our experiences in Siena were so striking. We were treated with respect, even though we didn’t fit the “dress code” for any of these restaurants. And this is a city where, in our observations, people seemed to put a lot of care in what they wore. It’s quite likely that we were judged like annoying tourists, who failed to understand the importance of wearing a suit and tie when going to a “classy” restaurant. But we were still welcomed in these establishments, and nothing in the service made us perceive negatively judged by these servers.

I’ve also heard about hotel staff having to maintain their dignity while coping with people who broke much more than dress codes. And this applies whether or not these people are clients. Friends told me about how the staff at a luxury hotel may deal with people who are unlikely to be customers (including homeless people). According to these friends, the rule is to treat everyone with respect, regardless of which position in the social ladder people occupy. Having noticed a few occasions where respectful treatment was applied to people who are often marginalized, it gives me some of the same satisfaction as when I’m treated adequately.

In other words, concierge-style service is appropriate, “no matter what”. The payoff may not be immediately obvious to everyone, but it’s clearly there. For one thing, poor-quality service to someone else can be quite painful to watch and those of us who are empathetic are likely to “take our business elsewhere” when we see somebody else being treated with disrespect. Not to mention that a respectful attitude is often the best way to prevent all sorts of negative situations from happening. Plus, some high-status people may look like low-status ones in certain of these situations. (For instance, friend working for a luxury hotel once commented on some celebrities looking like homeless people when they appeared at the hotel’s entrance.)

Concierge-style service is also disconnected from business transactions. While the money used to pay for people providing concierge-style service comes from business transactions, this connection is invisible in the service itself. This is similar to something which seems to puzzle a number of people I know, when I mention it. And I’m having a hard time explaining it in a way that they understand. But it’s quite important in the case of customer service.

At one level, you may call it an illusion. Though people pay for a service, the service is provided as if this payment didn’t matter. Sure, the costs associated with my friend’s fruit basket were incurred in the cost of her room. But neither of us saw that cost. So, at that level, it’s as if people were oblivious to the business side of things. This might help explain it to some people, but it’s not the end of it.

Another part has to do with models in which the costs behind the service are supported by a larger group of people, for instance in the ad-based model behind newspapers and Google or in the shared costs model behind insurance systems (not to mention public sectors programs). The same applies to situation where a third-party is responsible for the costs, like parents paying for services provided to their children. In this case, the separation between services and business transactions is a separation between roles. The same person can be beneficiary or benefactor in the same system, but at different times. Part of the result is that the quality of the service is directed toward the beneficiary, even though this person may not be directly responsible for the costs incurred by this service. So, the quality of a service offered by Google has to do with users of that service, not with Google’s customers (advertisers). The same thing applies to any kind of sponsorship and can work quite well with concierge-level quality of service. The Apple Store model is a bit like this, in that Apple subsidizes its stores out of its “own pocket”, and seems to be making a lot of money thanks to them. It may be counterintuitive, as a model, and the distinction between paying for and getting a service may sound irrelevant. But, from the perspective of human beings getting this kind of service, the difference is quite important.

At another level, it’s a matter of politeness. While some people are fine talking financials about any kind of exchange, many others find open discussion of money quite impolite. The former group of people may find it absurd but some of us would rather not discuss the specifics of the business transactions while a service is given. And I don’t mean anything like the lack of transparency of a menu with no price, in a very expensive restaurant. Quite the contrary. I mean a situation where everybody knows how much things cost in this specific situation, but discussion of those costs happens outside of the service itself. Again, this may sound strange to some, but I’d argue that it’s a characteristic of concierge-style service. You know how much it costs to spend a night at this hotel (or to get a haircut from this salon). But, while a specific service is provided, these costs aren’t mentioned.

Another component of this separation between services and their costs is about “fluidity”. It can be quite inefficient for people to keep calculating how much a service costs, itemized. The well-known joke about an engineer asked to itemize services for accounting purposes relates to this. In an industrial context, every item can have a specific cost. Applying the same logic to the service sector can lead to an overwhelming overhead and can also be quite misleading, especially in the case of knowledge and creative work. (How much does an idea cost?) While concierge-style service may be measured, doing so can have a negative impact on the service itself.

Some of my thinking about services and their costs has to do with learning contexts. In fact, much of my thinking about quality of service has to do with learning, since teaching remains an important part of my life. The equation between the costs of education and the learning process is quite complex. While there may be strong correlations between socioeconomic factors and credentials, the correlation between learning and credential is seems to be weaker and the connection between learning and socioeconomic factors is quite indirect.

In fact, something which is counterintuitive to outsiders and misconstrued to administrators at learning institutions is the relationship between learning and the quality of the work done by a teacher. There are many factors involved, in the work of a teacher, from students’ prior knowledge to their engagement in the learning process, and from “time on task” to the compatibility between learning and teaching methods. It’s also remarkably difficult to measure teaching effectiveness, especially if one is to pay more than lipservice to lifelong learning. Also, the motivations behind a teacher’s work rarely have much to do with such things as differential pay. At the very least, it’s clear that dedicated teachers spend more time than is officially required, and that they do so without any expectation of getting more money. But they do expect (and often get) much more than money, including the satisfaction of a job well done.

The analogy between teaching and concierge services falls down quickly if we think that concierges’ customers are those who use their services. Even in “for-profit” schools, the student-teacher relationship has very little to do with a client-business relationship. Those who “consume” the learning process are learners’ future employers or society as a whole. But students themselves aren’t “consuming teaching”, they’re learning. Sure, students often pay a portion of the costs to run educational institutions (other costs being covered by research activities, sponsorships, government funding, alumni, and even parents). But the result of the learning process is quite different from paying for a service. At worst, students are perceived as the “products” of the process. At best, they help construct knowledge. And even if students are increasingly treated as if they were customers of learning institutions (including publicly-funded ones), their relationship to teachers is quite distinct from patronage.

And this is one place for a connection between teachers and concierges, having to do with the separation between services and their fees: high quality service is given by concierges and teachers beyond direct financial incentives to do so. Even if these same teachers and concierges are trying to get increased wages, the services they provide are free of these considerations. Salary negotiations are a matter between employers and employees. Those who receive services are customers of the employers, not the employees. There’d be no reason for a concierge or teacher to argue with customers and students about their salaries.

In a way, this is almost the opposite of “social alienation”. In social sciences. “alienation” refers to a feeling of estrangement often taking place among workers whose products are consumed by people with whom they have no connection. A worker at a Foxconn factory may feel alienated from the person who will buy the Dell laptop on which she’s working. But service work is quite distinct from this. While there may be a huge status differential between someone getting a service and the person providing it and there can be a feeling of distance, the fact that there’s a direct connection between the two is quite significant. Even someone working at a call centre in India providing technical support to a high-status customer in the US  is significantly different from the alienated factory worker. The direct connection between call centre employee and customer can have a significant impact on both people involved, and on the business behind the technical support request.

And, to a large extent, the further a person working in customer service is from the financial transaction, the higher the quality of the service.

Lots has been said about Zappos and about Nordstrom. Much of that has to do with how these two companies’ approaches to customer service differ from other approaches (for instance, avoiding scripts). But there might be a key lesson, here, in terms of distancing the service from the job. The “customers are always right” ethos doesn’t jive well with beancounting.

So, concierge-style service is “more than a job”.

Providing high-quality service can be highly stimulating, motivating, and satisfying. Haven’t looked at job satisfaction levels among these people, but I wouldn’t be surprised if they were quite high. What managers seem to forget, about job satisfaction, is that it has an impact beyond employee retention, productivity, and reputation. Satisfying jobs have a broad impact on society, which then impacts business. Like Ford paying high wages for his workers, much of it has to do with having a broader vision than simply managing the “ins and outs” of a given business. This is where Hanifan’s concept of social capital may come into play. Communities are built through such things as trust and job satisfaction.

Again, these aren’t simple issues. Quality customer service isn’t a simple matter of giving people the right conditions. But its effect are far-reaching.

It’s interesting to hear about “corporate concierge services” offered to employees of certain businesses. In a way, they loop back the relationship between high-quality service and labour. It sounds like corporate concierges can do a lot to enhance a workplace, even  making it more sustainable. I’d be curious to know more about them, as it sounds like they might have an interesting position with regards to the enterprise. I wouldn’t be surprised if their status were separate from that of regular employees within the business.

And, of course, I wish I were working at a place where such services were available. Sounds like those workplaces aren’t that uncommon. But having access to such services would be quite a privilege.

Thing is, I hate privilege, even when I’m the one benefitting from it. I once quipped that I hated library privileges, because they’re unequally distributed. The core of this is that I wish society were more equal. Not by levelling down everything we have, but by providing broader access to resources and services.

A key problem with concierge-style services is that access to them tends to be restricted. But it doesn’t sound like their costs are the only factor for this exclusiveness. In a way, concierge-level service may not be that much more expensive than standard service. It might be about concierge-style services being a differentiating factor, but even that doesn’t imply that it should be so restricted.

I’d argue that the level of quality of service that I’ve been describing (and rambling on about) can be found in just about any context. I’ve observed the work of librarians, gas station attendants, police officers, street vendors, park rangers, and movers who provided this level of service. While it may difficult to sustain high-quality service, it does scale and it does seem to make life easier for everyone.

“Booth Babe” Controversy

I posted the following to the class forums for my two sections of SOCI203 “Introduction to Society”.
This might be a useful context to discuss journalism, gender issues, feminism as equality between genders, and feminist sociology.
Some context…
As Wikipedia says, Violet Blue (her real name) is an author and sex educator.
(Blue’s main site is somewhat NSFW (“Not Safe For Work”, meaning containing some potentially-offensive material), so I won’t link to it in this context, since the point isn’t about risqué blogging.)
Blue has a column about technology and, as far as I can tell from mentions of her name in the “geek scene”, her reputation is quite positive overall.
Like many others, Blue has issues with what she has called “booth babes”. As stated in HollyHen’s aforelinked blog comment, Blue’s description of said “booth babes” specifically paints them as women whose sexuality, sexiness, or sexual attributes are exploited for marketing purposes during trade shows.
The controversy erupted (!) from a picture labeled “The Saddest Booth Babe In The World” which Blue posted in relation to a blogpost she wrote about a Mac-centric trade show. Reactions to that picture came quickly, especially from people who were questioning Blue’s labeling of someone in that picture as a “Booth Babe”. As, again, HollyHen said, it’s hard to interpret anyone in that picture as a “Booth Babe” and there’s even something strange about using such a label in this context.
Where it gets perhaps more interesting (or, at least, sadder) is that the woman labeled as a “Booth Babe” in the picture is likely to be a software developer and Blue has refrained from apologizing for calling her a “sad Booth Babe”. Maybe the label isn’t slanderous or even insulting, in Blue’s mind. But the overall feeling from many readers is that there’s a missed opportunity, here, especially since Blue didn’t dare talk to the subject of her picture.
Instead, Blue has taken a very defensive stance.
I eventually became aware of the controversy through Mac-centric blogs, firstvia John Gruber then via Shawn King. Both King and Gruber have posted followup comments about the controversy. (King’s followup is clearly sarcastic and includes some comments people may easily find offensive.) In my experience, Mac-centric bloggers and several of their readers tend to go through a fairly unique dynamic by which key figures in that scene are frequently defended vigorously in something of a counterattack. In many contexts, it can indeed feel like a “pile on” effect. But I haven’t noticed any occasion where claiming that one is a victim of a Mac-centric pile-on has had an overall positive effect on the conversation or on the person’s overall reputation.
(By the way, what I call “Mac-centric” blogging includes some work by people who have been labeled “Apple fanboys”, but my labeling isn’t meant to carry any specific connotation, whether positive or negative. I just mean people who write about diverse issues using the Mac and other Apple products as a basis for a number of their comments. In journalistic terms, you could say that these are people who have Apple as their “beat”.)
So… Where does that leave us? I already gave something of my opinion about this. I do think the “sad booth babe” label was negative, that it could easily be taken as an insult, and that it seems ill-suited as a description of a software developer who holds a booth at a trade show in order to show off her work. Even if it turns out that the woman in the picture isn’t the Hungarian developer people surmise she might be, I do find it strange that Violet Blue would use her image as a representation of a “sad booth babe”. While the label isn’t as negative as, say, “bimbo” or “ditzy blonde”, I have to agree with HollyHen and others that using it in the legend of that picture has little positive impact on discussion of the issues at hand (exploitation of women to sell computer-related products and services).
But you may disagree.
So, let me know.

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.