Category Archives: iPhone

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.  ↩

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…

Future of Learning Content

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

But it’s based on Flash.

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

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

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

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

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

Which eventually brings me back to learning and teaching.

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

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

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

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

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

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

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

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

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

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

What I envision is an improvement over PDFs.

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

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

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

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

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

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

“Huh?”, you ask?

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

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

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

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

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

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

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

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

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

For instance (hypothetical example):

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

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

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

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

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

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

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

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

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

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

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

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

We’ll  need to rethink a few things…

And Wesch sure has been thinking about learning.

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

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

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

iCloud Dreams

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

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

But I don’t care.

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

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

[Automattic, on the other hand… 😉 ]

So, back to iCloud…

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Here’s to dreaming…

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

Why I Need an iPad

I’m one of those who feel the iPad is the right tool for the job.

This is mostly meant as a reply to this blogthread. But it’s also more generally about my personal reaction to Apple’s iPad announcement.

Some background.

I’m an ethnographer and a teacher. I read a fair deal, write a lot of notes, and work in a variety of contexts. These days, I tend to spend a good amount of time in cafés and other public places where I like to work without being too isolated. I also commute using public transit, listen to lots of podcast, and create my own. I’m also very aural.

I’ve used a number of PDAs, over the years, from a Newton MessagePad 130 (1997) to a variety of PalmOS devices (until 2008). In fact, some people readily associated me with PDA use.

As soon as I learnt about the iPod touch, I needed one. As soon as I’ve heard about the SafariPad, I wanted one. I’ve been an intense ‘touch user since the iPhone OS 2.0 release and I’m a happy camper.

(A major reason I never bought an iPhone, apart from price, is that it requires a contract.)

In my experience, the ‘touch is the most appropriate device for all sorts of activities which are either part of an other activity (reading during a commute) or are simply too short in duration to constitute an actual “computer session.” You don’t “sit down to work at your ‘touch” the way you might sit in front of a laptop or desktop screen. This works great for “looking up stufff” or “checking email.” It also makes a lot of sense during commutes in crowded buses or metros.

In those cases, the iPod touch is almost ideal. Ubiquitous access to Internet would be nice, but that’s not a deal-breaker. Alternative text-input methods would help in some cases, but I do end up being about as fast on my ‘touch as I was with Graffiti on PalmOS.

For other tasks, I have a Mac mini. Sure, it’s limited. But it does the job. In fact, I have no intention of switching for another desktop and I even have an eMachines collecting dust (it’s too noisy to make a good server).

What I miss, though, is a laptop. I used an iBook G3 for several years and loved it. For a little while later, I was able to share a MacBook with somebody else and it was a wonderful experience. I even got to play with the OLPC XO for a few weeks. That one was not so pleasant an experience but it did give me a taste for netbooks. And it made me think about other types of iPhone-like devices. Especially in educational contexts. (As I mentioned, I’m a teacher)

I’ve been laptop-less for a while, now. And though my ‘touch replaces it in many contexts, there are still times when I’d really need a laptop. And these have to do with what I might call “mobile sessions.”

For instance: liveblogging a conference or meeting. I’ve used my ‘touch for this very purpose on a good number of occasions. But it gets rather uncomfortable, after a while, and it’s not very fast. A laptop is better for this, with a keyboard and a larger form factor. But the iPad will be even better because of lower risks of RSI. A related example: just imagine TweetDeck on iPad.

Possibly my favourite example of a context in which the iPad will be ideal: presentations. Even before learning about the prospect of getting iWork on a tablet, presentations were a context in which I really missed a laptop.

Sure, in most cases, these days, there’s a computer (usually a desktop running XP) hooked to a projector. You just need to download your presentation file from Slideshare, show it from Prezi, or transfer it through USB. No biggie.

But it’s not the extra steps which change everything. It’s the uncertainty. Even if it’s often unfounded, I usually get worried that something might just not work, along the way. The slides might not show the same way as you see it because something is missing on that computer or that computer is simply using a different version of the presentation software. In fact, that software is typically Microsoft PowerPoint which, while convenient, fits much less in my workflow than does Apple Keynote.

The other big thing about presentations is the “presenter mode,” allowing you to get more content than (or different content from) what the audience sees. In most contexts where I’ve used someone else’s computer to do a presentation, the projector was mirroring the computer’s screen, not using it as a different space. PowerPoint has this convenient “presenter view” but very rarely did I see it as an available option on “the computer in the room.” I wish I could use my ‘touch to drive presentations, which I could do if I installed software on that “computer in the room.” But it’s not something that is likely to happen, in most cases.

A MacBook solves all of these problems. and it’s an obvious use for laptops. But how, then, is the iPad better? Basically because of interface. Switching slides on a laptop isn’t hard, but it’s more awkward than we realize. Even before watching the demo of Keynote on the iPad, I could simply imagine the actual pleasure of flipping through slides using a touch interface. The fit is “natural.”

I sincerely think that Keynote on the iPad will change a number of things, for me. Including the way I teach.

Then, there’s reading.

Now, I’m not one of those people who just can’t read on a computer screen. In fact, I even grade assignments directly from the screen. But I must admit that online reading hasn’t been ideal, for me. I’ve read full books as PDF files or dedicated formats on PalmOS, but it wasn’t so much fun, in terms of the reading process. And I’ve used my ‘touch to read things through Stanza or ReadItLater. But it doesn’t work so well for longer reading sessions. Even in terms of holding the ‘touch, it’s not so obvious. And, what’s funny, even a laptop isn’t that ideal, for me, as a reading device. In a sense, this is when the keyboard “gets in the way.”

Sure, I could get a Kindle. I’m not a big fan of dedicated devices and, at least on paper, I find the Kindle a bit limited for my needs. Especially in terms of sources. I’d like to be able to use documents in a variety of formats and put them in a reading list, for extended reading sessions. No, not “curled up in bed.” But maybe lying down in a sofa without external lighting. Given my experience with the ‘touch, the iPad is very likely the ideal device for this.

Then, there’s the overall “multi-touch device” thing. People have already been quite creative with the small touchscreen on iPhones and ‘touches, I can just imagine what may be done with a larger screen. Lots has been said about differences in “screen real estate” in laptop or desktop screens. We all know it can make a big difference in terms of what you can display at the same time. In some cases, two screens isn’t even a luxury, for instance when you code and display a page at the same time (LaTeX, CSS…). Certainly, the same qualitative difference applies to multitouch devices. Probably even more so, since the display is also used for input. What Han found missing in the iPhone’s multitouch was the ability to use both hands. With the iPad, Han’s vision is finding its space.

Oh, sure, the iPad is very restricted. For instance, it’s easy to imagine how much more useful it’d be if it did support multitasking with third-party apps. And a front-facing camera is something I was expecting in the first iPhone. It would just make so much sense that a friend seems very disappointed by this lack of videoconferencing potential. But we’re probably talking about predetermined expectations, here. We’re comparing the iPad with something we had in mind.

Then, there’s the issue of the competition. Tablets have been released and some multitouch tablets have recently been announced. What makes the iPad better than these? Well, we could all get in the same OS wars as have been happening with laptops and desktops. In my case, the investment in applications, files, and expertise that I have made in a Mac ecosystem rendered my XP years relatively uncomfortable and me appreciate returning to the Mac. My iPod touch fits right in that context. Oh, sure, I could use it with a Windows machine, which is in fact what I did for the first several months. But the relationship between the iPhone OS and Mac OS X is such that using devices in those two systems is much more efficient, in terms of my own workflow, than I could get while using XP and iPhone OS. There are some technical dimensions to this, such as the integration between iCal and the iPhone OS Calendar, or even the filesystem. But I’m actually thinking more about the cognitive dimensions of recognizing some of the same interface elements. “Look and feel” isn’t just about shiny and “purty.” It’s about interactions between a human brain, a complex sensorimotor apparatus, and a machine. Things go more quickly when you don’t have to think too much about where some tools are, as you’re working.

So my reasons for wanting an iPad aren’t about being dazzled by a revolutionary device. They are about the right tool for the job.

Personal Devices

Still thinking about touch devices, such as the iPod touch and the rumoured “Apple Tablet.”

Thinking out loud. Rambling even more crazily than usual.

Something important about those devices is the need for a real “Personal Digital Assistant.” I put PDAs as a keyword for my previous post because I do use the iPod touch like I was using my PalmOS and even NewtonOS devices. But there’s more to it than that, especially if you think about cloud computing and speech technologies.
I mentioned speech recognition in that previous post. SR tends to be a pipedream of the computing world. Despite all the hopes put into realtime dictation, it still hasn’t taken off in a big way. One reason might be that it’s still somewhat cumbersome to use, in current incarnations. Another reason is that it’s relatively expensive as a standalone product which requires some getting used to. But I get the impression that another set of reasons has to do with the fact that it’s mostly fitting on a personal device. Partly because it needs to be trained. But also because voice itself is a personal thing.

Cloud computing also takes a new meaning with a truly personal device. It’s no surprise that there are so many offerings with some sort of cloud computing feature in the App Store. Not only do Apple’s touch devices have limited file storage space but the notion of accessing your files in the cloud go well with a personal device.
So, what’s the optimal personal device? I’d say that Apple’s touch devices are getting close to it but that there’s room for improvement.

Some perspective…

Originally, the PC was supposed to be a “personal” computer. But the distinction was mostly with mainframes. PCs may be owned by a given person, but they’re not so tied to that person, especially given the fact that they’re often used in a single context (office or home, say). A given desktop PC can be important in someone’s life, but it’s not always present like a personal device should be. What’s funny is that “personal computers” became somewhat more “personal” with the ‘Net and networking in general. Each computer had a name, etc. But those machines remained somewhat impersonal. In many cases, even when there are multiple profiles on the same machine, it’s not so safe to assume who the current user of the machine is at any given point.

On paper, the laptop could have been that “personal device” I’m thinking about. People may share a desktop computer but they usually don’t share their laptop, unless it’s mostly used like a desktop computer. The laptop being relatively easy to carry, it’s common for people to bring one back and forth between different sites: work, home, café, school… Sounds tautological, as this is what laptops are supposed to be. But the point I’m thinking about is that these are still distinct sites where some sort of desk or table is usually available. People may use laptops on their actual laps, but the form factor is still closer to a portable desktop computer than to the kind of personal device I have in mind.

Then, we can go all the way to “wearable computing.” There’s been some hype about wearable computers but it has yet to really be part of our daily lives. Partly for technical reasons but partly because it may not really be what people need.

The original PDAs (especially those on NewtonOS and PalmOS) were getting closer to what people might need, as personal devices. The term “personal digital assistant” seemed to encapsulate what was needed. But, for several reasons, PDAs have been having a hard time. Maybe there wasn’t a killer app for PDAs, outside of “vertical markets.” Maybe the stylus was the problem. Maybe the screen size and bulk of the device weren’t getting to the exact points where people needed them. I was still using a PalmOS device in mid-2008 and it felt like I was among the last PDA users.
One point was that PDAs had been replaced by “smartphones.” After a certain point, most devices running PalmOS were actually phones. RIM’s Blackberry succeeded in a certain niche (let’s use the vague term “professionals”) and is even beginning to expand out of it. And devices using other OSes have had their importance. It may not have been the revolution some readers of Pen Computing might have expected, but the smartphone has been a more successful “personal device” than the original PDAs.

It’s easy to broaden our focus from smartphones and think about cellphones in general. If the 3.3B figure can be trusted, cellphones may already be outnumbering desktop and laptop computers by 3:1. And cellphones really are personal. You bring them everywhere; you don’t need any kind of surface to use them; phone communication actually does seem to be a killer app, even after all this time; there are cellphones in just about any price range; cellphone carriers outside of Canada and the US are offering plans which are relatively reasonable; despite some variation, cellphones are rather similar from one manufacturer to the next… In short, cellphones already were personal devices, even before the smartphone category really emerged.

What did smartphones add? Basically, a few PDA/PIM features and some form of Internet access or, at least, some form of email. “Whoa! Impressive!”

Actually, some PIM features were already available on most cellphones and Internet access from a smartphone is in continuity with SMS and data on regular cellphones.

What did Apple’s touch devices add which was so compelling? Maybe not so much, apart from the multitouch interface, a few games, and integration with desktop/laptop computers. Even then, most of these changes were an evolution over the basic smartphone concept. Still, it seems to have worked as a way to open up personal devices to some new dimensions. People now use the iPhone (or some other multitouch smartphone which came out after the iPhone) as a single device to do all sorts of things. Around the World, multitouch smartphones are still much further from being ubiquitous than are cellphones in general. But we could say that these devices have brought the personal device idea to a new phase. At least, one can say that they’re much more exciting than the other personal computing devices.

But what’s next for personal devices?

Any set of buzzphrases. Cloud computing, speech recognition, social media…

These things can all come together, now. The “cloud” is mostly ready and personal devices make cloud computing more interesting because they’re “always-on,” are almost-wearable, have batteries lasting just about long enough, already serve to keep some important personal data, and are usually single-user.

Speech recognition could go well with those voice-enabled personal devices. For one thing, they already have sound input. And, by this time, people are used to seeing others “talk to themselves” as cellphones are so common. Plus, voice recognition is already understood as a kind of security feature. And, despite their popularity, these devices could use a further killer app, especially in terms of text entry and processing. Some of these devices already have voice control and it’s not so much of a stretch to imagine them having what’s needed for continuous speech recognition.

In terms of getting things onto the device, I’m also thinking about such editing features as a universal rich-text editor (à la TinyMCE), predictive text, macros, better access to calendar/contact data, ubiquitous Web history, multiple pasteboards, data detectors, Automator-like processing, etc. All sorts of things which should come from OS-level features.

“Social media” may seem like too broad a category. In many ways, those devices already take part in social networking, user-generated content, and microblogging, to name a few areas of social media. But what about a unified personal profile based on the device instead of the usual authentication method? Yes, all sorts of security issues. But aren’t people unconcerned about security in the case of social media? Twitter accounts are being hacked left and right yet Twitter doesn’t seem to suffer much. And there could be added security features on a personal device which is meant to really integrate social media. Some current personal devices already work well as a way to keep login credentials to multiple sites. The next step, there, would be to integrate all those social media services into the device itself. We maybe waiting for OpenSocial, OpenID, OAuth, Facebook Connect, Google Connect, and all sorts of APIs to bring us to an easier “social media workflow.” But a personal device could simplify the “social media workflow” even further, with just a few OS-based tweaks.

Unlike my previous, I’m not holding my breath for some specific event which will bring us the ultimate personal device. After all, this is just a new version of my ultimate handheld device blogpost. But, this time, I was focusing on what it means for a device to be “personal.” It’s even more of a drafty draft than my blogposts usually have been ever since I decided to really RERO.

So be it.

Speculating on Apple's Touch Strategy

This is mere speculation on my part, based on some rumours.

I’m quite sure that Apple will come up with a video-enabled iPod touch on September 9, along with iTunes 9 (which should have a few new “social networking” features). This part is pretty clear from most rumour sites.

AppleInsider | Sources: Apple to unveil new iPod lineup on September 9.

Progressively, Apple will be adopting a new approach to marketing its touch devices. Away from the “poorperson’s iPhone” and into the “tiny but capable computer” domain. Because the 9/9 event is supposed to be about music, one might guess that there will be a cool new feature or two relating to music. Maybe lyrics display, karaoke mode, or whatever else. Something which will simultaneously be added to the iPhone but would remind people that the iPod touch is part of the iPod family. Apple has already been marketing the iPod touch as a gaming platform, so it’s not a radical shift. But I’d say the strategy is to make Apple’s touch devices increasingly more attractive, without cannibalizing sales in the MacBook family.

Now, I really don’t expect Apple to even announce the so-called “Tablet Mac” in September. I’m not even that convinced that the other devices Apple is preparing for expansion of its touch devices lineup will be that close to the “tablet” idea. But it seems rather clear, to me, that Apple should eventually come up with other devices in this category. Many rumours point to the same basic notion, that Apple is getting something together which will have a bigger touchscreen than the iPhone or iPod touch. But it’s hard to tell how this device will fit, in the grand scheme of things.

It’s rather obvious that it won’t be a rebirth of the eMate the same way that the iPod touch wasn’t a rebirth of the MessagePad. But it would make some sense for Apple to target some educational/learning markets, again, with an easy-to-use device. And I’m not just saying this because the rumoured “Tablet Mac” makes me think about the XOXO. Besides, the iPod touch is already being marketed to educational markets through the yearly “Back to school” program which (surprise!) ends on the day before the September press conference.

I’ve been using an iPod touch (1st Generation) for more than a year, now, and I’ve been loving almost every minute of it. Most of the time, I don’t feel the need for a laptop, though I occasionally wish I could buy a cheap one, just for some longer writing sessions in cafés. In fact, a friend recently posted information about some Dell Latitude D600 laptops going for a very low price. That’d be enough for me at this point. Really, my iPod touch suffices for a lot of things.

Sadly, my iPod touch seems to have died, recently, after catching some moisture. If I can’t revive it and if the 2nd Generation iPod touch I bought through Kijiji never materializes, I might end up buying a 3rd Generation iPod touch on September 9, right before I start teaching again. If I can get my hands on a working iPod touch at a good price before that, I may save the money in preparation for an early 2010 release of a new touch device from Apple.

Not that I’m not looking at alternatives. But I’d rather use a device which shares enough with the iPod touch that I could migrate easily, synchronize with iTunes, and keep what I got from the App Store.

There’s a number of things I’d like to get from a new touch device. First among them is a better text entry/input method. Some of the others could be third-party apps and services. For instance, a full-featured sharing app. Or true podcast synchronization with media annotation support (à la Revver or Soundcloud). Or an elaborate, fully-integrated logbook with timestamps, Twitter support, and outlining. Or even a high-quality reference/bibliography manager (think RefWorks/Zotero/Endnote). But getting text into such a device without a hardware keyboard is the main challenge. I keep thinking about all sorts of methods, including MessagEase and Dasher as well as continuous speech recognition (dictation). Apple’s surely thinking about those issues. After all, they have some handwriting recognition systems that they aren’t really putting to any significant use.

Something else which would be quite useful is support for videoconferencing. Before the iPhone came out, I thought Apple may be coming out with iChat Mobile. Though a friend announced the iPhone to me by making reference to this, the position of the camera at the back of the device and the fact that the original iPhone’s camera only supported still pictures (with the official firmware) made this dream die out, for me. But a “Tablet Mac” with an iSight-like camera and some form of iChat would make a lot of sense, as a communication device. Especially since iChat already supports such things as screen-sharing and slides. Besides, if Apple does indeed move in the direction of some social networking features, a touch device with an expanded Address Book could take a whole new dimension through just a few small tweaks.

This last part I’m not so optimistic about. Apple may know that social networking is important, at this point in the game, but it seems to approach it with about the same heart as it approached online services with eWorld, .Mac, and MobileMe. Of course, they have the tools needed to make online services work in a “social networking” context. But it’s possible that their vision is clouded by their corporate culture and some remnants of the NIH problem.

Ah, well…

Apps and iTunes Cards in Canada: Follow Up

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

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

Hello Alexandre,

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

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

Sincerely,

Todd
iTunes Store Customer Support

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

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

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

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

Dear Alexandre,

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

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

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

Sincerely,

Todd
iTunes Store Customer Support

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

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

Dear Alexandre,

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

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

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

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

Sincerely,

Staci
iTunes Stores Customer Support

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

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

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

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

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

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

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

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

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

Bummer.

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

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

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

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

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

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

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

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

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

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

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

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

I just wish Apple “did the right thing.”

iTunes Gift Card on Canadian App Store? (Updated)

GRRR! :-E

Disappointed by an iTunes gift card

Disappointed by an iTunes gift card

 

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

Dear Alexandre,

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

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

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

Sincerely,

Todd
iTunes Store Customer Support

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

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

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

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

This is quite disappointing.

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

So I thought about using an iTunes gift card.

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

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

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

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

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

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

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

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

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

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

Not all products may be available.

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

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

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

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

 

(Emphasis mine.)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Not all products may be available.

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

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

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

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

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

Crazy App Idea: Happy Meter

I keep getting ideas for apps I’d like to see on Apple’s App Store for iPod touch and iPhone. This one may sound a bit weird but I think it could be fun. An app where you can record your mood and optionally broadcast it to friends. It could become rather sophisticated, actually. And I think it can have interesting consequences.

The idea mostly comes from Philippe Lemay, a psychologist friend of mine and fellow PDA fan. Haven’t talked to him in a while but I was just thinking about something he did, a number of years ago (in the mid-1990s). As part of an academic project, Philippe helped develop a PDA-based research program whereby subjects would record different things about their state of mind at intervals during the day. Apart from the neatness of the data gathering technique, this whole concept stayed with me. As a non-psychologist, I personally get the strong impression that recording your moods frequently during the day can actually be a very useful thing to do in terms of mental health.

And I really like the PDA angle. Since I think of the App Store as transforming Apple’s touch devices into full-fledged PDAs, the connection is rather strong between Philippe’s work at that time and the current state of App Store development.

Since that project of Philippe’s, a number of things have been going on which might help refine the “happy meter” concept.

One is that “lifecasting” became rather big, especially among certain groups of Netizens (typically younger people, but also many members of geek culture). Though the lifecasting concept applies mostly to video streams, there are connections with many other trends in online culture. The connection with vidcasting specifically (and podcasting generally) is rather obvious. But there are other connections. For instance, with mo-, photo-, or microblogging. Or even with all the “mood” apps on Facebook.

Speaking of Facebook as a platform, I think it meshes especially well with touch devices.

So, “happy meter” could be part of a broader app which does other things: updating Facebook status, posting tweets, broadcasting location, sending personal blogposts, listing scores in a Brain Age type game, etc.

Yet I think the “happy meter” could be useful on its own, as a way to track your own mood. “Turns out, my mood was improving pretty quickly on that day.” “Sounds like I didn’t let things affect me too much despite all sorts of things I was going through.”

As a mood-tracker, the “happy meter” should be extremely efficient. Because it’s easy, I’m thinking of sliders. One main slider for general mood and different sliders for different moods and emotions. It would also be possible to extend the “entry form” on occasion, when the user wants to record more data about their mental state.

Of course, everything would be save automatically and “sent to the cloud” on occasion. There could be a way to selectively broadcast some slider values. The app could conceivably send reminders to the user to update their mood at regular intervals. It could even serve as a “break reminder” feature. Though there are limitations on OSX iPhone in terms of interapplication communication, it’d be even neater if the app were able to record other things happening on the touch device at the same time, such as music which is playing or some apps which have been used.

Now, very obviously, there are lots of privacy issues involved. But what social networking services have taught us is that users can have pretty sophisticated notions of privacy management, if they’re given the chance. For instance, adept Facebook users may seem to indiscrimately post just about everything about themselves but are often very clear about what they want to “let out,” in context. So, clearly, every type of broadcasting should be controlled by the user. No opt-out here.

I know this all sounds crazy. And it all might be a very bad idea. But the thing about letting my mind wander is that it helps me remain happy.