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Student Engagement: The Gym Analogy (Updated: Credited)

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Heard about this recently and probably heard it before. It’s striking me more now than before, for some reason.

[Update: I heard about this analogy through Peace Studies scholar Laurie Lamoureux Scholes (part-time faculty and doctoral candidate in Religion at Concordia University). Lamoureux Scholes’s colleague John Bilodeau is the intermediate source for this analogy and may have seen it on the RateYourStudents blog. There’s nothing like giving credit where credit is due and I’m enough of a folklorist to care about transmission. Besides, the original RYS gym-themed blog entry can be quite useful.]

Those of us who teach at universities and colleges (especially in North America and especially among English-speakers, I would guess) have encountered this “sense of entitlement” which has such deep implications in the ways some students perceive learning. Some students feel and say that, since they (or their parents) pay large sums for their post-secondary education, they are entitled to a “special treatment” which often involves the idea of getting high grades with little effort.

In my experience, this sense of entitlement correlates positively with the prestige of the institution. Part of this has to do with tuition fees required by those universities and colleges. But there’s also the notion that, since they were admitted to a program at such a selective school, they must be the “cream of the crop” and therefore should be treated with deference. Similarly, “traditional students” (18-25) are in my experience more likely to display a sense of entitlement than “non-traditional students” (older than 25) who have very specific reasons to attend a college or university.

The main statements used by students in relation to their sense of entitlement usually have some connection to tuition fees perceived to transform teaching into a hired service, regardless of other factors. “My parents pay a lot of money for your salary so I’m allowed to get what I want.” (Of course, those students may not realize that a tiny fraction of tuition fees actually goes in the pocket of the instructor, but that’s another story.) In some cases, the parents can easily afford that amount paid in tuitions but the statements are the same. In other cases, the statements come from the notion that parents have “worked very hard to put me in school.” The results, in terms of entitlement, are quite similar.

Simply put, those students who feel a strong sense of entitlement tend to “be there for the degree” while most other students are “there to learn.”

Personally, I tend to assume students want to learn and I value student engagement in learning processes very highly. As a result, I often have a harder time working with students with a sense of entitlement. I can adapt myself to work with them if I assess their positions early on (preferably, before the beginning of a semester) but it requires a good deal of effort for me to teach in a context in which the sense of entitlement is “endemic.” In other words, “I can handle a few entitled students” if I know in advance what to expect but I find it demotivating to teach a group of students who “are only there for the degree.”

A large part of my own position has to do with the types of courses I have been teaching (anthropology, folkloristics, and sociology) and my teaching philosophy also “gets in the way.” My main goal is a constructivist one: create an appropriate environment, with students, in which learning can happen efficiently. I’m rarely (if ever) trying to “cram ideas into students’ heads,” though I do understand the value of that type of teaching in some circumstances. I occasionally try to train students for a task but my courses have rarely been meant to be vocational in that sense (I could certainly do vocational training, in which case I would adapt my methods).

So, the gym analogy. At this point, I find it’s quite fitting as an answer to the “my parents paid for this course so I should get a high grade.”

Tuition fees are similar to gym membership: regardless of the amount you pay, you can only expect results if you make the effort.

Simple and effective.

Of course, no analogy is perfect. I think the “effort” emphasis is more fitting in physical training than in intellectual and conceptual training. But, thankfully, the analogy does not imply that students should “get grades for effort” more than athletes assume effort is sufficient to improve their physical skills.

One thing I like about this analogy is that it can easily resonate with a large category of students who are, in fact, the “gym type.” Sounds irrelevant but the analogy is precisely the type of thing which might stick in the head of those students who care about physical training (even if they react negatively at first) and many “entitled students” have a near Greek/German attitude toward their bodies. In fact, some of the students with the strongest sense of entitlement are high-profile athletes: some of them sound like they expect to have minions to take exams for them!

An important advantage of the gym analogy, in a North American context, is that it focuses on individual responsibility. While not always selfish, the sense of entitlement is self-centred by definition. Given the North American tendency toward independence training and a strong focus on individual achievement in North American academic institutions, the “individualist” character of the sense of entitlement shouldn’t surprise anyone. In fact, those “entitled students” are unlikely to respond very positively to notions of solidarity, group learning, or even “team effort.”

Beyond individual responsibility, the gym analogy can help emphasise individual goals, especially in comparison to team sports. In North America, team sports play a very significant role in popular culture and the distinction between a gym and a sports team can resonate in a large conceptual field. The gym is the locale for individual achievement while the sports team (which could be the basis of another analogy) is focused on group achievement.

My simplest definition of a team is as “a task-oriented group.” Some models of group development (especially Tuckman’s catchy “Forming, Storming, Norming, Performing“) are best suited in relation to teams. Task-based groups connect directly with the Calvinistic ideology of progress (in a Weberian perspective), but they also embed a “community-building” notion which is often absent from the “social Darwinism” of some capital-driven discourse. In other words, a team sports analogy could have some of the same advantages as the gym analogy (such as a sense of active engagement) with the added benefit of bringing into focus the social aspects of learning.

Teamwork skills are highly valued in the North American workplace. In learning contexts, “teamwork” often takes a buzzword quality. The implicit notion seems to be that the natural tendency for individuals to work against everybody else but that teams, as unnatural as they may seem, are necessary for the survival of broad institutions (such as the typical workplace). In other words, “learning how to work well in teams” sounds like a struggle against “human nature.” This implicit perspective relates to the emphasis on “individual achievement” and “independence training” represented effectively in the gym analogy.

So, to come back to that gym analogy…

In a gym, everyone is expected to set her or his own goals, often with the advice of a trainer. The notion is that this selection of goals is completely free of outside influence save for “natural” goals related to general health. In this context, losing weight is an obvious goal (the correlation between body mass and health being taken as a given) but it is still chosen by the individual. “You can only succeed if you set yourself to succeed” seems to be a common way to put it. Since this conception is “inscribed in the mind” of some students, it may be a convenient tool to emphasise learning strategies: “you can only learn if you set yourself to learn.” Sounds overly simple, but it may well work. Especially if we move beyond the idea some students have that they’re so “smart” that they “don’t need to learn.”

What it can imply in terms of teaching is quite interesting. An instructor takes on the role of a personal trainer. Like a sports team’s coach, a trainer is “listened to” and “obeyed.” There might be a notion of hierarchy involved (at least in terms of skills: the trainer needs to impress), but the main notion is that of division of labour. Personally, I could readily see myself taking on the “personal trainer” role in a learning context, despite the disadvantages of customer-based approaches to learning. One benefit of the trainer role is that what students (or their parents) pay for is a service, not “learning as a commodity.”

Much of this reminds me of Alex Golub’s blogpost on “Factory, Lab, Guild, Studio” notions to be used in describing academic departments. Using Golub’s blogpost as inspiration, I blogged about departments, Samba schools, and the Medici Effect. In the meantime, my understanding of learning has deepened but still follows similar lines. And I still love the “Samba school” concept. I can now add the gym and the sports teams to my analogical apparatus to use in describing my teaching to students or anybody else.

Hopefully, any of these analogies can be used to help students engage themselves in the learning process.

That’s all I can wish for.

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Blogging Academe

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LibriVox founder and Montreal geek Hugh McGuire recently posted a blog entry in which he gave a series of nine arguments for academics to blog:

Why Academics Should Blog

Hugh’s post reminded me of one of my favourite blogposts by an academic, a pointed defence of blogging by Mark Liberman, of Language Log fame.
Raising standards –by lowering them

While I do agree with Hugh’s points, I would like to reframe and rephrase them.

Clearly, I’m enthusiastic about blogging. Not that I think every academic should, needs to, ought to blog. But I do see clear benefits of blogging in academic contexts.

Academics do a number of different things, from search committees to academic advising. Here, I focus on three main dimensions of an academic’s life: research, teaching, and community outreach. Other items in a professor’s job description may benefit from blogging but these three main components tend to be rather prominent in terms of PTR (promotion, tenure, reappointment). What’s more, blogging can help integrate these dimensions of academic life in a single set of activities.

Impact

In relation to scholarship, the term “impact” often refers to the measurable effects of a scholar’s publication through a specific field. “Citation impact,” for instance, refers to the number of times a given journal article has been cited by other scholars. This kind of measurement is directly linked to Google’s PageRank algorithm which is used to assess the relevance of their search results. The very concept of “citation impact” relates very directly to the “publish or perish” system which, I would argue, does more to increase stress levels among full-time academic than to enhance scholarship. As such, it may need some rethinking. What does “citation impact” really measure? Is the most frequently cited text on a given subject necessarily the most relevant? Isn’t there a clustering effect, with some small groups of well-known scholars citing one another without paying attention to whatever else may happen in their field, especially in other languages?

An advantage of blogging is that this type of impact is easy to monitor. Most blogging platforms have specific features for “statistics,” which let bloggers see which of their posts have been visited (“hit”) most frequently. More sophisticated analysis is available on some blogging platforms, especially on paid ones. These are meant to help bloggers monetize their blogs through advertising. But the same features can be quite useful to an academic who wants to see which blog entries seem to attract the most traffic.

Closer to “citation impact” is the fact that links to a given post are visible within that post through the ping and trackback systems. If another blogger links to this very blogpost, a link to that second blogger’s post will appear under mine as a link. In other words, a blogpost can embed future references.

In terms of teaching, thinking about impact through blogging can also have interesting effects. If students are blogging, they can cite and link to diverse items and these connections can serve as a representation of the constructive character of learning. But even if students don’t blog, a teacher blogging course-related material can increase the visibility of that course. In some cases, this visibility may lead to inter-institutional collaboration or increased enrollment.

Transparency

While secrecy may be essential in some academic projects, most academics tend to adopt a favourable attitude toward transparency. Academia is about sharing information and spreading knowledge, not about protecting information or about limiting knowledge to a select few.

Bloggers typically value transparency.

There are several ethical issues which relate to transparency. Some ethical principles prevent transparency (for instance, most research projects involving “human subjects” require anonymity). But academic ethics typically go with increased transparency on the part of the researcher. For instance, informed consent by a “human subject” requires complete disclosure of how the data will be used and protected. There are usually requirements for the primary investigator to be reachable during the research project.

Transparency is also valuable in teaching. While some things should probably remain secret (say, answers to exam questions), easy access to a number of documents makes a lot of sense in learning contexts.

Public Intellectuals

It seems that the term “intellectual” gained currency as a label for individuals engaged in public debates. While public engagement has taken a different type of significance, over the years, but the responsibility for intellectuals to communicate publicly is still a matter of interest.

Through blogging, anyone can engage in public debate, discourse, or dialogue.

Reciprocity

Scholars working with “human subjects” often think about reciprocity. While remuneration may be the primary mode of retribution for participation in a research project, a broader concept of reciprocity is often at stake. Those who participated in the project usually have a “right to know” about the results of that study. Even when it isn’t the case and the results of the study remain secret, the asymmetry of human subjects revealing something about themselves to scholars who reveal nothing seems to clash with fundamental principles in contemporary academia.

Reciprocity in teaching can lead directly to some important constructivist principles. The roles of learners and teachers, while not completely interchangeable, are reciprocal. A teacher may learn and a learner may teach.

Playing with Concepts

Blogging makes it easy to try concepts out. More than “thinking out loud,” the type of blogging activity I’m thinking about can serve as a way to “put ideas on paper” (without actual paper) and eventually get feedback on those ideas.

In my experience, microblogging (Identi.ca, Twitter…) has been more efficient than extended blogging in terms of getting conceptual feedback. In fact, social networks (Facebook, more specifically) have been even more conducive to hashing out concepts.

Many academics do hash concepts out with students, especially with graduate students. The advantage is that students are likely to understand concepts quickly as they already share some of the same references as the academic who is playing with those concepts. There’s already a context for mutual understanding. The disadvantage is that a classroom context is fairly narrow to really try out the implications of a concept.

A method I like to use is to use fairly catchy phrases and leave concepts fairly raw, at first. I then try the same concept in diverse contexts, on my blogs or off.

The main example I have in mind is the “social butterfly effect.” It may sound silly at first but I find it can be a basis for discussion, especially if it spreads a bit.

A subpoint, here, is that this method allows for “gauging interest” in new concepts and it can often lead one in completely new directions. By blogging about concepts, an academic can tell if this concept has a chance to stick in a broad frame (outside the Ivory Tower) and may be given insight from outside disciplines.

Playing with Writing

This one probably applies more to “junior academics” (including students) but it can also work with established academics who enjoy diversifying their writing styles. Simply put: blogwriting is writing practise.

A common idea, in cognitive research on expertise, is that it takes about ten thousand hours to become an expert. For better or worse, academics are experts at writing. And we gain that expertise through practise. In this context, it’s easy to see blogging as a “writing exercise.” At least, that would be a perspective to which I can relate.

My impression is that writing skills are most efficiently acquired through practise. The type of practise I have in mind is “low-stakes,” in the sense that the outcomes of a writing exercise are relatively inconsequential. The basis for this perspective is that self-consciousness, inhibition, and self-censorship tend to get in the way of fluid writing. High-stakes writing (such as graded assignments) can make a lot of sense at several stages in the learning process, but overemphasis on evaluating someone’s writing skills will likely stress out the writer more than make her/him motivated to write.

This impression is to a large extent personal. I readily notice that when I get too self-conscious about my own writing (self-unconscious, even), my writing becomes much less fluid. In fact, because writing about writing tends to make one self-conscious, my writing this post is much less efficient than my usual writing sessions.

In my mind, there’s a cognitive basis to this form of low-stakes, casual writing. As with language acquisition, learning occurs whether or not we’re corrected. According to most research in language acquisition, children acquire their native languages through exposure, not through a formal learning process. My guess is that the same apply to writing.

In some ways, this is a defence of drafts. “Draft out your ideas without overthinking what might be wrong about your writing.” Useful advice, at least in my experience. The further point is to do something with those drafts, the basis for the RERO principle: “release your text in the wild, even if it may not correspond to your standards.” Every text is a work in progress. Especially in a context where you’re likely to get feedback (i.e., blogging). Trial and error, with a feedback mechanism. In my experience, feedback on writing tends to be given in a thoughtful and subtle fashion while feedback on ideas can be quite harsh.

The notion of writing styles is relevant, here. Some of Hugh’s arguments about the need for blogging in academia revolve around the notion that “academics are bad writers.” My position is that academics are expert writers but that academic writing is a very specific beast. Hugh’s writing standards might clash with typical writing habits among academics (which often include neologisms and convoluted metaphors). Are Hugh’s standards appropriate in terms of academic writing? Possibly, but why then are academic texts rating so low on writing standards after having been reviewed by peers and heavily edited? The relativist’s answer is, to me, much more convincing: academic texts are typically judged through standards which are context-specific. Judging academic writing with outside standards is like judging French writing with English standards (or judging prose through the standards of classic poetry).

Still, there’s something to be said about readability. Especially when these texts are to be used outside academia. Much academic writing is meant to remain within the walls of the Ivory Tower yet most academic disciplines benefit from some interaction with “the general public.” Though it may not be taught in universities and colleges, the skill of writing for a broader public is quite valuable. In fact, it may easily be transferable to teaching, especially if students come from other disciplines. Furthermore, writing outside one’s discipline is required in any type of interdisciplinary context, including project proposals for funding agencies.

No specific writing style is implied in blogging. A blogger can use whatever style she/he chooses for her/his posts. At the same time, blogging tends to encourage writing which is broadly readable and makes regular use of hyperlinks to connect to further information. In my opinion, this type of writing is a quite appropriate one in which academics can extend their skills.

“Public Review”

Much of the preceding connects with peer review, which was the basis of Mark Liberman’s post.

In academia’s recent history, “peer reviewed publications” have become the hallmark of scholarly writing. Yet, as Steve McIntyre claims, the current state of academic peer review may not be as efficient at ensuring scholarly quality as its proponents claim it to be. As opposed to financial auditing, for instance, peer review implies very limited assessment based on data. And I would add that the very notion of “peer” could be assessed more carefully in such a context.

Overall, peer review seems to be relatively inefficient as a “reality check.” This might sound like a bold claim and I should provide data to support it. But I mostly want to provoke some thought as to what the peer review process really implies. This is not about reinventing the wheel but it is about making sure we question assumptions about the process.

Blogging implies public scrutiny. This directly relates to transparency, discussed above. But there is also the notion of giving the public the chance to engage with the outcomes of academic research. Sure, the general public sounds like a dangerous place to propose some ideas (especially if they have to do with health or national security). But we may give some thought to Linus’s law and think about the value of “crowdsourcing” academic falsification.

Food for Thought

There’s a lot more I want to add but I should heed my call to RERO. Otherwise, this post will remain in my draft posts for an indefinite period of time, gathering dust and not allowing any timely discussion. Perhaps more than at any other point, I would be grateful for any thoughtful comment about academic blogging.

In fact, I will post this blog entry “as is,” without careful proofreading. Hopefully, it will be the start of a discussion.

I will “send you off” with a few links related to blogging in academic contexts, followed by Hugh’s list of arguments.

Links on Academic Blogging

(With an Anthropological emphasis)

Hugh’s List

  1. You need to improve your writing
  2. Some of your ideas are dumb
  3. The point of academia is to expand knowledge
  4. Blogging expands your readership
  5. Blogging protects and promotes your ideas
  6. Blogging is Reputation
  7. Linking is better than footnotes
  8. Journals and blogs can (and should) coexist
  9. What have journals done for you lately?
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Finally! A Drinking Age Debate

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This may be more significant than people seem to assume: university and college administrators in the United States are discussing the potential effects of reverting the drinking age back to the age of maturity in their country (18 years-old). This Amethyst Initiative (blog), which was launched last month, may represent a turning point in not only alcohol policy but campus life in the United States.

This “story” has started to go around recently. And it happens to be one I care about. Read about this on Tuesday, while doing some random browsing.

College presidents seek drinking age debate – Life- msnbc.com.

And it’s coming back as a source of jokes:

College Presidents Rethinking Drinking Age | The Onion – America’s Finest News Source.

Though I may be a big fan of humour, I really hope that people can also take this issue seriously. For some reason, people in the United States tend to react to alcohol-related discussions with (possibly uneasy) humour. Fair enough, but there’s clearly a need for dispassionate, thoughtful, and serious discussion about the effects of current laws or the potential effects of new laws.

I have a lot of things to say about the issue but I’lll try to RERO it.

Now, obviously, the media coverage is typical “wedge issue” journalism. Which might well be working. In a way, I don’t care so much about the outcome of this journalistic coverage.

What I do care about, though, is that people may start discussing the social implications of alcohol prohibitions. It’s a much larger issue than the legal drinking age in the United States. I sincerely hope that it will be addressed, thanks in part to these administrators at well-known academic institutions.

Possibly the best person to talk about this is Indiana University’s Ruth Engs, professor of Applied Health Science. Engs has written extensively on the health effects of alcohol, with a special emphasis on the negative effects of the raised legal drinking age in the United States. She also has fascinating things to say about cultural dimensions of alcohol consumption, which happens to be a topic that I have been exploring on my own.

According to Engs, discussion of responsible drinking are quite rare in public events related to alcohol research in the United States. I personally get the impression that responsible drinking has become a taboo subject in those contexts. I certainly noticed this while living (as full-time faculty) on a “dry campus.”

It’s no secret that I care about responsible drinking. Part of this might have to do with the Éduc’alcool message which has been engrained in Quebeckers over the years: «la modération a bien meilleur goût» (“responsible drinking is more tasteful”). My strong impression is that at least some of those who wish for the drinking age in the United States to remain high share the opinion that, for adults, responsible drinking is more appropriate than binge drinking. They may think that any type of alcohol consumption has negative effects, but it’d be quite surprising if they actually preferred binge drinking over responsible drinking.

Where we seem to disagree is on the most effective strategies to reach the goal of responsible drinking among adults. IMHO, there is at the very least strong anecdotal evidence to show that increasing legal drinking age does very little to encourage responsible drinking. Unfortunately, with issues such as these, there’s a strong tendency for advocates of any position to dig for data supporting their claims. Stephen Jay Gould called this “advocacy masquerading as objectivity.” I may care strongly about the issue but I’m not really taking sides. After all, we’re talking about a country in which I’ve lived but in which I don’t have citizenship.

Let’s call a spade a “spade.” What’s at stake here is the National Minimum Drinking Age Act of 1984, which was pushed by the MADD lobby group (Mothers Against Drunk Driving). With all due respect to people involved in MADD and similar anti-alcohol advocacy groups, I have strong reservations as to some of their actions.

As a group, MADD is a “textbook example” of what sociologist Howard Becker has called “moral entrepreneurs.” In the United States, these moral entrepreneurs seem to be linked to what Ruth Engs calls clean living movements. What’s funny is that, though these movements may be linked to puritanism, Puritans themselves did use alcohol in their diet. So much so that the Mayflower landed in Plymouth Rock partly because of beer.

There’s a lot to say about this. From diverse perspectives. For instance, libertarians surely have interesting points about the NMDAA’s effects on state laws. Health researchers may talk about the difficulty of alcoholism prevention when responsible drinking is left undiscussed. Teetotalers and Muslims may see this as an opportunity to encourage complete abstinence from drinking. Road safety specialists may have important points to make about diverse ways to prevent drunk driving. Law researchers may warn us about the dangers to the legal system inherent to laws which are systematically broken by the majority of the population. Border officers may have some interesting data as to the “alcohol tourism” related to college drinking. University and college students clearly have diverse approaches to the subject, contrary to what the media coverage (especially the visuals used) seem to indicate.

My own perspective is quite specific. As a very responsible drinker. As a Quebecker of recent European origin. As a compulsive pedestrian. As an ethnographer interested in craft beer culture in North America. As a homebrewer. And, more importantly, as a university instructor who, like Barrett Seaman, has noticed widely different situations on university campuses in the United States and Canada.

Simply put, it seems quite likely that widespread binge drinking on university campuses has originated on U.S. campuses since 1984 and that the trend is currently spilling over to affect some campuses outside of the United States. College binge drinking is not a global problem. Nor is it a problem entirely specific to the United States. But the influence of U.S. college and university campus culture in other parts of the world often comes with binge drinking.

Apart from the fact that I find binge drinking to be extremely detrimental to physical and mental health, my observation is about campus life in general. AFAICT, on university and college campuses where alcohol consumption by a significant proportion of the student population is illegal, illicit alcohol consumption pushes younger students outside of the broader campus life. This self-segregation makes for a very uncomfortable learning and teaching context. In other words, the fact that students hide in fraternity houses or off-campus locations to binge drink may have the same socialization effects as regular campus life elsewhere on the planet, but the isolation of these people is a net loss in terms of generating an academic environment which is nurturing and tolerant.

To be clear: I’m not saying that the legal drinking age in the United States needs, of necessity,  be brought back to 18 years-old as it was in several States until fairly recently. I’m not even saying that States should necessarily be allowed to set their own drinking age laws. I simply wish for this debate on legal drinking age to happen. Actually, I hope that there will be real, thoughtful dialogue on the issue.

Really, it’s the tasteful thing to do.

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Enthused Tech

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Yesterday, I held a WiZiQ session on the use of online tech in higher education:

Enthusing Higher Education: Getting Universities and Colleges to Play with Online Tools and Services

Slideshare

[slideshare id=528283&doc=enthusinghighered-1217010739916970-8&w=425]

(Full multimedia recording available here)

During the session, Nellie Deutsch shared the following link:

Diffusion of Innovations, by Everett Rogers (1995)

Haven’t read Rogers’s book but it sounds like a contextually easy to understand version of ideas which have been quite clear in Boasian disciplines (cultural anthropology, folkloristics, cultural ecology…) for a while. But, in this sometimes obsessive quest for innovation, it might in fact be useful to go back to basic ideas about the social mechanisms which can be observed in the adoption of new tools and techniques. It’s in fact the thinking behind this relatively recent blogpost of mine:

Technology Adoption and Active Reading

My emphasis during the WiZiQ session was on enthusiasm. I tend to think a lot about occasions in which, thinking about possibilities afforded technology relates to people getting “psyched up.” In a way, this is exactly how I can define myself as a tech enthusiast: I get easy psyched up in the context of discussions about technology.

What’s funny is that I’m no gadget freak. I don’t care about the tool. I just love to dream up possibilities. And I sincerely think that I’m not alone. We might even guess that a similar dream-induced excitement animates true gadget freaks, who must have the latest tool. Early adopters are a big part of geek culture and, though still small, geek culture is still a niche.

Because I know I’ll keep on talking about these things on other occasions, I can “leave it at that,” for now.

RERO‘s my battle cry.

TBC

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Planting Landmines

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The ever-thoughtful Carl Dyke graciously provided me with this expression as a way to talk about edubloggers might call “lifelong learning.” Part of teaching is about exposing students to some notions which may have radical effects later on in their lives. This is especially true for us in social sciences as some of the things we discuss not only go against the grain of some well-ingrained notions but also connect with very intimate ideas people may hold.

I think the example we were using was the construction of ideas about Nation-States/Countries, Citizenship, and Democracy. Lots of people (and, clearly, most of our students) assume that the ideas we have about States and governance are continuous and even equivalent with those held by any group at any point of history. Simply put, national identity is taken as a “natural” idea. Which makes it hard for some people to discuss such issues in a historical perspective. This is one reason I enjoyed Appiah’s “Golden Nugget” idea so much (not to mention that his talk was quite entertaining). It’s a way to put the very notion of “Civilization” in perspective (without using an evolutionary model). Carl also provided me with references to Eugen Weber and to the Taviani Brothers’ Padre Padrone. We could even use scene 3 of Monty Python and the Holy Grail (video). All of these things are, in my mind, landmines. Actually, “mind landmines” or, erm, “landminds.” (Should I get a trademark?)

Of course, literature on nationalism (Benedict Anderson, Terence Ranger, Eric Hobsbawm, etc.) can also be used. Personally, I tend to like work on similar subjects by ethnographers like Regina Bendix and Kelly Askew.

Those “landminds” are only triggered when people start really looking into issues lying underneath society and politics. But when they explode, these landminds can be quite transformative. As per the deadly effects of the explosives from which they’re inspired, these landminds destroy some apparently strong intellectual models.

So, although I see landmines as a major problem, I do see part of my work as “planting landminds.”

Much less positive than the usual “planting the seeds of knowledge” metaphors, but also much more powerful.

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The Need for Social Science in Social Web/Marketing/Media (Draft)

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[Been sitting on this one for a little while. Better RERO it, I guess.]

Sticking My Neck Out (Executive Summary)

I think that participants in many technology-enthusiastic movements which carry the term “social” would do well to learn some social science. Furthermore, my guess is that ethnographic disciplines are very well-suited to the task of teaching participants in these movements something about social groups.

Disclaimer

Despite the potentially provocative title and my explicitly stating a position, I mostly wish to think out loud about different things which have been on my mind for a while.

I’m not an “expert” in this field. I’m just a social scientist and an ethnographer who has been observing a lot of things online. I do know that there are many experts who have written many great books about similar issues. What I’m saying here might not seem new. But I’m using my blog as a way to at least write down some of the things I have in mind and, hopefully, discuss these issues thoughtfully with people who care.

Also, this will not be a guide on “what to do to be social-savvy.” Books, seminars, and workshops on this specific topic abound. But my attitude is that every situation needs to be treated in its own context, that cookie-cutter solutions often fail. So I would advise people interested in this set of issues to train themselves in at least a little bit of social science, even if much of the content of the training material seems irrelevant. Discuss things with a social scientist, hire a social scientist in your business, take a course in social science, and don’t focus on advice but on the broad picture. Really.

Clarification

Though they are all different, enthusiastic participants in “social web,” “social marketing,” “social media,” and other “social things online” do have some commonalities. At the risk of angering some of them, I’m lumping them all together as “social * enthusiasts.” One thing I like about the term “enthusiast” is that it can apply to both professional and amateurs, to geeks and dabblers, to full-timers and part-timers. My target isn’t a specific group of people. I just observed different things in different contexts.

Links

Shameless Self-Promotion

A few links from my own blog, for context (and for easier retrieval):

Shameless Cross-Promotion

A few links from other blogs, to hopefully expand context (and for easier retrieval):

Some raw notes

  • Insight
  • Cluefulness
  • Openness
  • Freedom
  • Transparency
  • Unintended uses
  • Constructivism
  • Empowerment
  • Disruptive technology
  • Innovation
  • Creative thinking
  • Critical thinking
  • Technology adoption
  • Early adopters
  • Late adopters
  • Forced adoption
  • OLPC XO
  • OLPC XOXO
  • Attitudes to change
  • Conservatism
  • Luddites
  • Activism
  • Impatience
  • Windmills and shelters
  • Niche thinking
  • Geek culture
  • Groupthink
  • Idea horizon
  • Intersubjectivity
  • Influence
  • Sphere of influence
  • Influence network
  • Social butterfly effect
  • Cog in a wheel
  • Social networks
  • Acephalous groups
  • Ego-based groups
  • Non-hierarchical groups
  • Mutual influences
  • Network effects
  • Risk-taking
  • Low-stakes
  • Trial-and-error
  • Transparency
  • Ethnography
  • Epidemiology of ideas
  • Neural networks
  • Cognition and communication
  • Wilson and Sperber
  • Relevance
  • Global
  • Glocal
  • Regional
  • City-State
  • Fluidity
  • Consensus culture
  • Organic relationships
  • Establishing rapport
  • Buzzwords
  • Viral
  • Social
  • Meme
  • Memetic marketplace
  • Meta
  • Target audience

Let’s Give This a Try

The Internet is, simply, a network. Sure, technically it’s a meta-network, a network of networks. But that is pretty much irrelevant, in social terms, as most networks may be analyzed at different levels as containing smaller networks or being parts of larger networks. The fact remains that the ‘Net is pretty easy to understand, sociologically. It’s nothing new, it’s just a textbook example of something social scientists have been looking at for a good long time.

Though the Internet mostly connects computers (in many shapes or forms, many of them being “devices” more than the typical “personal computer”), the impact of the Internet is through human actions, behaviours, thoughts, and feelings. Sure, we can talk ad nauseam about the technical aspects of the Internet, but these topics have been covered a lot in the last fifteen years of intense Internet growth and a lot of people seem to be ready to look at other dimensions.

The category of “people who are online” has expanded greatly, in different steps. Here, Martin Lessard’s description of the Internet’s Six Cultures (Les 6 cultures d’Internet) is really worth a read. Martin’s post is in French but we also had a blog discussion in English, about it. Not only are there more people online but those “people who are online” have become much more diverse in several respects. At the same time, there are clear patterns on who “online people” are and there are clear differences in uses of the Internet.

Groups of human beings are the very basic object of social science. Diversity in human groups is the very basis for ethnography. Ethnography is simply the description of (“writing about”) human groups conceived as diverse (“peoples”). As simple as ethnography can be, it leads to a very specific approach to society which is very compatible with all sorts of things relevant to “social * enthusiasts” on- and offline.

While there are many things online which may be described as “media,” comparing the Internet to “The Mass Media” is often the best way to miss “what the Internet is all about.” Sure, the Internet isn’t about anything (about from connecting computers which, in turn, connect human beings). But to get actual insight into the ‘Net, one probably needs to free herself/himself of notions relating to “The Mass Media.” Put bluntly, McLuhan was probably a very interesting person and some of his ideas remain intriguing but fallacies abound in his work and the best thing to do with his ideas is to go beyond them.

One of my favourite examples of the overuse of “media”-based concepts is the issue of influence. In blogging, podcasting, or selling, the notion often is that, on the Internet as in offline life, “some key individuals or outlets are influential and these are the people by whom or channels through which ideas are disseminated.” Hence all the Technorati rankings and other “viewer statistics.” Old techniques and ideas from the times of radio and television expansion are used because it’s easier to think through advertising models than through radically new models. This is, in fact, when I tend to bring back my explanation of the “social butterfly effect“: quite frequently, “influence” online isn’t through specific individuals or outlets but even when it is, those people are influential through virtue of connecting to diverse groups, not by the number of people they know. There are ways to analyze those connections but “measuring impact” is eventually missing the point.

Yes, there is an obvious “qual. vs. quant.” angle, here. A major distinction between non-ethnographic and ethnographic disciplines in social sciences is that non-ethnographic disciplines tend to be overly constrained by “quantitative analysis.” Ultimately, any analysis is “qualitative” but “quantitative methods” are a very small and often limiting subset of the possible research and analysis methods available. Hence the constriction and what some ethnographers may describe as “myopia” on the part of non-ethnographers.

Gone Viral

The term “viral” is used rather frequently by “social * enthusiasts” online. I happen to think that it’s a fairly fitting term, even though it’s used more by extension than by literal meaning. To me, it relates rather directly to Dan Sperber’s “epidemiological” treatment of culture (see Explaining Culture) which may itself be perceived as resembling Dawkins’s well-known “selfish gene” ideas made popular by different online observers, but with something which I perceive to be (to use simple semiotic/semiological concepts) more “motivated” than the more “arbitrary” connections between genetics and ideas. While Sperber could hardly be described as an ethnographer, his anthropological connections still make some of his work compatible with ethnographic perspectives.

Analysis of the spread of ideas does correspond fairly closely with the spread of viruses, especially given the nature of contacts which make transmission possible. One needs not do much to spread a virus or an idea. This virus or idea may find “fertile soil” in a given social context, depending on a number of factors. Despite the disadvantages of extending analogies and core metaphors too far, the type of ecosystem/epidemiology analysis of social systems embedded in uses of the term “viral” do seem to help some specific people make sense of different things which happen online. In “viral marketing,” the type of informal, invisible, unexpected spread of recognition through word of mouth does relate somewhat to the spread of a virus. Moreover, the metaphor of “viral marketing” is useful in thinking about the lack of control the professional marketer may have on how her/his product is perceived. In this context, the term “viral” seems useful.

The Social

While “viral” seems appropriate, the even more simple “social” often seems inappropriately used. It’s not a ranty attitude which makes me comment negatively on the use of the term “social.” In fact, I don’t really care about the use of the term itself. But I do notice that use of the term often obfuscates what is the obvious social character of the Internet.

To a social scientist, anything which involves groups is by definition “social.” Of course, some groups and individuals are more gregarious than others, some people are taken to be very sociable, and some contexts are more conducive to heightened social interactions. But social interactions happen in any context.
As an example I used (in French) in reply to this blog post, something as common as standing in line at a grocery store is representative of social behaviour and can be analyzed in social terms. Any Web page which is accessed by anyone is “social” in the sense that it establishes some link, however tenuous and asymmetric, between at least two individuals (someone who created the page and the person who accessed that page). Sure, it sounds like the minimal definition of communication (sender, medium/message, receiver). But what most people who talk about communication seem to forget (unlike Jakobson), is that all communication is social.

Sure, putting a comment form on a Web page facilitates a basic social interaction, making the page “more social” in the sense of “making that page easier to use explicit social interaction.” And, of course, adding some features which facilitate the act of sharing data with one’s personal contacts is a step above the contact form in terms of making certain type of social interaction straightforward and easy. But, contrary to what Google Friend Connect implies, adding those features doesn’t suddenly make the site social. The site itself isn’t really social and, assuming some people visited it, there was already a social dimension to it. I’m not nitpicking on word use. I’m saying that using “social” in this way may blind some people to social dimensions of the Internet. And the consequences can be pretty harsh, in some cases, for overlooking how social the ‘Net is.

Something similar may be said about the “Social Web,” one of the many definitions of “Web 2.0” which is used in some contexts (mostly, the cynic would say, “to make some tool appear ‘new and improved'”). The Web as a whole was “social” by definition. Granted, it lacked the ease of social interaction afforded such venerable Internet classics as Usenet and email. But it was already making some modes of social interaction easier to perceive. No, this isn’t about “it’s all been done.” It’s about being oblivious to the social potential of tools which already existed. True, the period in Internet history known as “Web 2.0” (and the onset of the Internet’s sixth culture) may be associated with new social phenomena. But there is little evidence that the association is causal, that new online tools and services created a new reality which suddenly made it possible for people to become social online. This is one reason I like Martin Lessard’s post so much. Instead of postulating the existence of a brand new phenomenon, he talks about the conditions for some changes in both Internet use and the form the Web has taken.

Again, this isn’t about terminology per se. Substitute “friendly” for “social” and similar issues might come up (friendship and friendliness being disconnected from the social processes which underline them).

Adoptive Parents

Many “social * enthusiasts” are interested in “adoption.” They want their “things” to be adopted. This is especially visible among marketers but even in social media there’s an issue of “getting people on board.” And some people, especially those without social science training, seem to be looking for a recipe.

Problem is, there probably is no such thing as a recipe for technology adoption.

Sure, some marketing practises from the offline world may work online. Sometimes, adapting a strategy from the material world to the Internet is very simple and the Internet version may be more effective than the offline version. But it doesn’t mean that there is such a thing as a recipe. It’s a matter of either having some people who “have a knack for this sort of things” (say, based on sensitivity to what goes on online) or based on pure luck. Or it’s a matter of measuring success in different ways. But it isn’t based on a recipe. Especially not in the Internet sphere which is changing so rapidly (despite some remarkably stable features).

Again, I’m partial to contextual approaches (“fully-customized solutions,” if you really must). Not just because I think there are people who can do this work very efficiently. But because I observe that “recipes” do little more than sell “best-selling books” and other items.

So, what can we, as social scientists, say about “adoption?” That technology is adopted based on the perceived fit between the tools and people’s needs/wants/goals/preferences. Not the simple “the tool will be adopted if there’s a need.” But a perception that there might be a fit between an amorphous set of social actors (people) and some well-defined tools (“technologies”). Recognizing this fit is extremely difficult and forcing it is extremely expensive (not to mention completely unsustainable). But social scientists do help in finding ways to adapt tools to different social situations.

Especially ethnographers. Because instead of surveys and focus groups, we challenge assumptions about what “must” fit. Our heads and books are full of examples which sound, in retrospect, as common sense but which had stumped major corporations with huge budgets. (Ask me about McDonald’s in Brazil or browse a cultural anthropology textbook, for more information.)

Recently, while reading about issues surrounding the OLPC’s original XO computer, I was glad to read the following:

John Heskett once said that the critical difference between invention and innovation was its mass adoption by users. (Niti Bhan The emperor has designer clothes)

Not that this is a new idea, for social scientists. But I was glad that the social dimension of technology adoption was recognized.

In marketing and design spheres especially, people often think of innovation as individualized. While some individuals are particularly adept at leading inventions to mass adoption (Steve Jobs being a textbook example), “adoption comes from the people.” Yes, groups of people may be manipulated to adopt something “despite themselves.” But that kind of forced adoption is still dependent on a broad acceptance, by “the people,” of even the basic forms of marketing. This is very similar to the simplified version of the concept of “hegemony,” so common in both social sciences and humanities. In a hegemony (as opposed to a totalitarian regime), no coercion is necessary because the logic of the system has been internalized by people who are affected by it. Simple, but effective.

In online culture, adept marketers are highly valued. But I’m quite convinced that pre-online marketers already knew that they had to “learn society first.” One thing with almost anything happening online is that “the society” is boundless. Country boundaries usually make very little sense and the social rules of every local group will leak into even the simplest occasion. Some people seem to assume that the end result is a cultural homogenization, thereby not necessitating any adaptation besides the move from “brick and mortar” to online. Others (or the same people, actually) want to protect their “business models” by restricting tools or services based on country boundaries. In my mind, both attitudes are ineffective and misleading.

Sometimes I Feel Like a Motherless Child

I think the Cluetrain Manifesto can somehow be summarized through concepts of freedom, openness, and transparency. These are all very obvious (in French, the book title is something close to “the evident truths manifesto”). They’re also all very social.

Social scientists often become activists based on these concepts. And among social scientists, many of us are enthusiastic about the social changes which are happening in parallel with Internet growth. Not because of technology. But because of empowerment. People are using the Internet in their own ways, the one key feature of the Internet being its lack of centralization. While the lack of centralized control may be perceived as a “bad thing” by some (social scientists or not), there’s little argument that the ‘Net as a whole is out of the control of specific corporations or governments (despite the large degree of consolidation which has happened offline and online).

Especially in the United States, “freedom” is conceived as a basic right. But it’s also a basic concept in social analysis. As some put it: “somebody’s rights end where another’s begin.” But social scientists have a whole apparatus to deal with all the nuances and subtleties which are bound to come from any situation where people’s rights (freedom) may clash or even simply be interpreted differently. Again, not that social scientists have easy, ready-made answers on these issues. But we’re used to dealing with them. We don’t interpret freedom as a given.

Transparency is fairly simple and relates directly to how people manage information itself (instead of knowledge or insight). Radical transparency is giving as much information as possible to those who may need it. Everybody has a “right to learn” a lot of things about a given institution (instead of “right to know”), when that institution has a social impact. Canada’s Access to Information Act is quite representative of the move to transparency and use of this act has accompanied changes in the ways government officials need to behave to adapt to a relatively new reality.

Openness is an interesting topic, especially in the context of the so-called “Open Source” movement. Radical openness implies participation by outsiders, at least in the form of verbal feedback. The cluefulness of “opening yourself to your users” is made obvious in the context of successes by institutions which have at least portrayed themselves as open. What’s in my mind unfortunate is that many institutions now attempt to position themselves on the openness end of the “closed/proprietary to open/responsive” scale without much work done to really open themselves up.

Communitas

Mottoes, slogans, and maxims like “build it and they will come,” “there’s a sucker born every minute,” “let them have cake,” and “give them what they want” all fail to grasp the basic reality of social life: “they” and “we” are linked. We’re all different and we’re all connected. We all take parts in groups. These groups are all associated with one another. We can’t simply behave the same way with everyone. Identity has two parts: sense of belonging (to an “in-group”) and sense of distinction (from an “out-group”). “Us/Them.”

Within the “in-group,” if there isn’t any obvious hierarchy, the sense of belonging can take the form that Victor Turner called “communitas” and which happens in situations giving real meaning to the notion of “community.” “Community of experience,” “community of practise.” Eckert and Wittgenstein brought to online networks. In a community, contacts aren’t always harmonious. But people feel they fully belong. A network isn’t the same thing as a community.

The World Is My Oyster

Despite the so-called “Digital Divide” (or, more precisely, the maintenance online of global inequalities), the ‘Net is truly “Global.” So is the phone, now that cellphones are accomplishing the “leapfrog effect.” But this one Internet we have (i.e., not Internet2 or other such specialized meta-network) is reaching everywhere through a single set of compatible connections. The need for cultural awareness is increased, not alleviated by online activities.

Release Early, Release Often

Among friends, we call it RERO.

The RERO principle is a multiple-pass system. Instead of waiting for the right moment to release a “perfect product” (say, a blogpost!), the “work in progress” is provided widely, garnering feedback which will be integrated in future “product versions.” The RERO approach can be unnerving to “product developers,” but it has proved its value in online-savvy contexts.

I use “product” in a broad sense because the principle applies to diverse contexts. Furthermore, the RERO principle helps shift the focus from “product,” back into “process.”

The RERO principle may imply some “emotional” or “psychological” dimensions, such as humility and the acceptance of failure. At some level, differences between RERO and “trial-and-error” methods of development appear insignificant. Those who create something should not expect the first try to be successful and should recognize mistakes to improve on the creative process and product. This is similar to the difference between “rehearsal” (low-stakes experimentation with a process) and “performance” (with responsibility, by the performer, for evaluation by an audience).

Though applications of the early/often concept to social domains are mostly satirical, there is a social dimension to the RERO principle. Releasing a “product” implies a group, a social context.

The partial and frequent “release” of work to “the public” relates directly to openness and transparency. Frequent releases create a “relationship” with human beings. Sure, many of these are “Early Adopters” who are already overrepresented. But the rapport established between an institution and people (users/clients/customers/patrons…) can be transfered more broadly.

Releasing early seems to shift the limit between rehearsal and performance. Instead of being able to do mistakes on your own, your mistakes are shown publicly and your success is directly evaluated. Yet a somewhat reverse effect can occur: evaluation of the end-result becomes a lower-stake rating at different parts of the project because expectations have shifted to the “lower” end. This is probably the logic behind Google’s much discussed propensity to call all its products “beta.”

While the RERO principle does imply a certain openness, the expectation that each release might integrate all the feedback “users” have given is not fundamental to releasing early and frequently. The expectation is set by a specific social relationship between “developers” and “users.” In geek culture, especially when users are knowledgeable enough about technology to make elaborate wishlists, the expectation to respond to user demand can be quite strong, so much so that developers may perceive a sense of entitlement on the part of “users” and grow some resentment out of the situation. “If you don’t like it, make it yourself.” Such a situation is rather common in FLOSS development: since “users” have access to the source code, they may be expected to contribute to the development project. When “users” not only fail to fulfil expectations set by open development but even have the gumption to ask developers to respond to demands, conflicts may easily occur. And conflicts are among the things which social scientists study most frequently.

Putting the “Capital” Back into “Social Capital”

In the past several years, ”monetization” (transforming ideas into currency) has become one of the major foci of anything happening online. Anything which can be a source of profit generates an immediate (and temporary) “buzz.” The value of anything online is measured through typical currency-based economics. The relatively recent movement toward ”social” whatever is not only representative of this tendency, but might be seen as its climax: nowadays, even social ties can be sold directly, instead of being part of a secondary transaction. As some people say “The relationship is the currency” (or “the commodity,” or “the means to an end”). Fair enough, especially if these people understand what social relationships entail. But still strange, in context, to see people “selling their friends,” sometimes in a rather literal sense, when social relationships are conceived as valuable. After all, “selling the friend” transforms that relationship, diminishes its value. Ah, well, maybe everyone involved is just cynical. Still, even their cynicism contributes to the system. But I’m not judging. Really, I’m not. I’m just wondering
Anyhoo, the “What are you selling anyway” question makes as much sense online as it does with telemarketers and other greed-focused strangers (maybe “calls” are always “cold,” online). It’s just that the answer isn’t always so clear when the “business model” revolves around creating, then breaking a set of social expectations.
Me? I don’t sell anything. Really, not even my ideas or my sense of self. I’m just not good at selling. Oh, I do promote myself and I do accumulate social capital. As social butterflies are wont to do. The difference is, in the case of social butterflies such as myself, no money is exchanged and the social relationships are, hopefully, intact. This is not to say that friends never help me or never receive my help in a currency-friendly context. It mostly means that, in our cases, the relationships are conceived as their own rewards.
I’m consciously not taking the moral high ground, here, though some people may easily perceive this position as the morally superior one. I’m not even talking about a position. Just about an attitude to society and to social relationships. If you will, it’s a type of ethnographic observation from an insider’s perspective.

Makes sense?

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Edupunk Manifesto?

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Noticed, just yesterday, that a number of unusual suspects of some online educational circles were using Edupunk as a way to identify a major movement toward openness in educational material. This video doesn’t “say it all” but it can help.

Changing Expectations

[blip.tv ?posts_id=965966&dest=-1]

Like Lindsea, I wish more diverse voices were heard. Bakhtin FTW!

Unlike Lindsea, I don’t see it as mainly a generational thing or a “teacher vs. student” issue. In fact, I’m hoping that the social movements labelled by the term “edupunk” will move beyond those issues into a broader phenomenon.

The age/generation component is still interesting, to a Post-Buster like me. Baby Boomers are still the primary target of Punk. Lindsea even talks about Boomer classics:

Don’t you teachers remember when you were young? Hippies? Protesters? Implementers of change? Controllers of the cool, anti-establishment, nonconformist underground culture?

Baby Busters (the earlier part of the so-called “GenX”) have long been anti-Boomers. Not that everyone born during those years readily identify themselves with that “Generation.” But in terms of identity negotiation, the “Us/Them” often follows a concept of generational divide.

But I sincerely hope we can go way beyond age and generation. After all, there are learners of all ages, some of them older than their “teachers” (formally named or not).

Call me a teacher, if you really must. But, please, could we listen to diverse voices without labelling their sources?

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OLPC Linkfest

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I’m still giving Diigo.com a try, so this is partly an excuse to try out the “send to blog” feature.
These are selected links to blogposts and articles about issues related to the One Laptop Per Child project, with my embedded annotations.

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Handhelds for the Rest of Us?

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Ok, it probably shouldn’t become part of my habits but this is another repost of a blog comment motivated by the OLPC XO.

This time, it’s a reply to Niti Bhan’s enthusiastic blogpost about the eeePC: Perspective 2.0: The little eeePC that could has become the real “iPod” of personal computing

This time, I’m heavily editing my comments. So it’s less of a repost than a new blogpost. In some ways, it’s partly a follow-up to my “Ultimate Handheld Device” post (which ended up focusing on spatial positioning).

Given the OLPC context, the angle here is, hopefully, a culturally aware version of “a handheld device for the rest of us.”

Here goes…

I think there’s room in the World for a device category more similar to handhelds than to subnotebooks. Let’s call it “handhelds for the rest of us” (HftRoU). Something between a cellphone, a portable gaming console, a portable media player, and a personal digital assistant. Handheld devices exist which cover most of these features/applications, but I’m mostly using this categorization to think about the future of handhelds in a globalised World.

The “new” device category could serve as the inspiration for a follow-up to the OLPC project. One thing about which I keep thinking, in relation to the “OLPC” project, is that the ‘L’ part was too restrictive. Sure, laptops can be great tools for students, especially if these students are used to (or need to be trained in) working with and typing long-form text. But I don’t think that laptops represent the most “disruptive technology” around. If we think about their global penetration and widespread impact, cellphones are much closer to the leapfrog effect about which we all have been writing.

So, why not just talk about a cellphone or smartphone? Well, I’m trying to think both more broadly and more specifically. Cellphones are already helping people empower themselves. The next step might to add selected features which bring them closer to the OLPC dream. Also, since cellphones are widely distributed already, I think it’s important to think about devices which may complement cellphones. I have some ideas about non-handheld tools which could make cellphones even more relevant in people’s lives. But they will have to wait for another blogpost.

So, to put it simply, “handhelds for the rest of us” (HftRoU) are somewhere between the OLPC XO-1 and Apple’s original iPhone, in terms of features. In terms of prices, I dream that it could be closer to that of basic cellphones which are in the hands of so many people across the globe. I don’t know what that price may be but I heard things which sounded like a third of the price the OLPC originally had in mind (so, a sixth of the current price). Sure, it may take a while before such a low cost can be reached. But I actually don’t think we’re in a hurry.

I guess I’m just thinking of the electronics (and global) version of the Ford T. With more solidarity in mind. And cultural awareness.

Google’s Open Handset Alliance (OHA) may produce something more appropriate to “global contexts” than Apple’s iPhone. In comparison with Apple’s iPhone, devices developed by the OHA could be better adapted to the cultural, climatic, and economic conditions of those people who don’t have easy access to the kind of computers “we” take for granted. At the very least, the OHA has good representation on at least three continents and, like the old OLPC project, the OHA is officially dedicated to openness.

I actually care fairly little about which teams will develop devices in this category. In fact, I hope that new manufacturers will spring up in some local communities and that major manufacturers will pay attention.

I don’t care about who does it, I’m mostly interested in what the devices will make possible. Learning, broadly speaking. Communicating, in different ways. Empowering themselves, generally.

One thing I have in mind, and which deviates from the OLPC mission, is that there should be appropriate handheld devices for all age-ranges. I do understand the focus on 6-12 year-olds the old OLPC had. But I don’t think it’s very productive to only sell devices to that age-range. Especially not in those parts of the world (i.e., almost anywhere) where generation gaps don’t imply that children are isolated from adults. In fact, as an anthropologist, I react rather strongly to the thought that children should be the exclusive target of a project meant to empower people. But I digress, as always.

I don’t tend to be a feature-freak but I have been thinking about the main features the prototypical device in this category should have. It’s not a rigid set of guidelines. It’s just a way to think out loud about technology’s integration in human life.

The OS and GUI, which seem like major advantages of the eeePC, could certainly be of the mobile/handheld type instead of the desktop/laptop type. The usual suspects: Symbian, NewtonOS, Android, Zune, PalmOS, Cocoa Touch, embedded Linux, Playstation Portable, WindowsCE, and Nintendo DS. At a certain level of abstraction, there are so many commonalities between all of these that it doesn’t seem very efficient to invent a completely new GUI/OS “paradigm,” like OLPC’s Sugar was apparently trying to do.

The HftRoU require some form of networking or wireless connectivity feature. WiFi (802.11*), GSM, UMTS, WiMAX, Bluetooth… Doesn’t need to be extremely fast, but it should be flexible and it absolutely cannot be cost-prohibitive. IP might make much more sense than, say, SMS/MMS, but a lot can be done with any kind of data transmission between devices. XO-style mesh networking could be a very interesting option. As VoIP has proven, voice can efficiently be transmitted as data so “voice networks” aren’t necessary.

My sense is that a multitouch interface with an accelerometer would be extremely effective. Yes, I’m thinking of Apple’s Touch devices and MacBooks. As well as about the Microsoft Surface, and Jeff Han’s Perceptive Pixel. One thing all of these have shown is how “intuitive” it can be to interact with a machine using gestures. Haptic feedback could also be useful but I’m not convinced it’s “there yet.”

I’m really not sure a keyboard is very important. In fact, I think that keyboard-focused laptops and tablets are the wrong basis for thinking about “handhelds for the rest of us.” Bear in mind that I’m not thinking about devices for would-be office workers or even programmers. I’m thinking about the broadest user base you can imagine. “The Rest of Us” in the sense of, those not already using computers very directly. And that user base isn’t that invested in (or committed to) touch-typing. Even people who are very literate don’t tend to be extremely efficient typists. If we think about global literacy rates, typing might be one thing which needs to be leapfrogged. After all, a cellphone keypad can be quite effective in some hands and there are several other ways to input text, especially if typing isn’t too ingrained in you. Furthermore, keyboards aren’t that convenient in multilingual contexts (i.e., in most parts of the world). I say: avoid the keyboard altogether, make it available as an option, or use a virtual one. People will complain. But it’s a necessary step.

If the device is to be used for voice communication, some audio support is absolutely required. Even if voice communication isn’t part of it (and I’m not completely convinced it’s the one required feature), audio is very useful, IMHO (I’m an aural guy). In some parts of the world, speakers are much favoured over headphones or headsets. But I personally wish that at least some HftRoU could have external audio inputs/outputs. Maybe through USB or an iPod-style connector.

A voice interface would be fabulous, but there still seem to be technical issues with both speech recognition and speech synthesis. I used to work in that field and I keep dreaming, like Bill Gates and others do, that speech will finally take the world by storm. But maybe the time still hasn’t come.

It’s hard to tell what size the screen should be. There probably needs to be a range of devices with varying screen sizes. Apple’s Touch devices prove that you don’t need a very large screen to have an immersive experience. Maybe some HftRoU screens should in fact be larger than that of an iPhone or iPod touch. Especially if people are to read or write long-form text on them. Maybe the eeePC had it right. Especially if the devices’ form factor is more like a big handheld than like a small subnotebook (i.e., slimmer than an eeePC). One reason form factor matters, in my mind, is that it could make the devices “disappear.” That, and the difference between having a device on you (in your pocket) and carrying a bag with a device in it. Form factor was a big issue with my Newton MessagePad 130. As the OLPC XO showed, cost and power consumption are also important issues regarding screen size. I’d vote for a range of screens between 3.5 inch (iPhone) and 8.9 inch (eeePC 900) with a rather high resolution. A multitouch version of the XO’s screen could be a major contribution.

In terms of both audio and screen features, some consideration should be given to adaptive technologies. Most of us take for granted that “almost anyone” can hear and see. We usually don’t perceive major issues in the fact that “personal computing” typically focuses on visual and auditory stimuli. But if these devices truly are “for the rest of us,” they could help empower visually- or hearing-impaired individuals, who are often marginalized. This is especially relevant in the logic of humanitarianism.

HftRoU needs a much autonomy from a power source as possible. Both in terms of the number of hours devices can be operated without needing to be connected to a power source and in terms of flexibility in power sources. Power management is a major technological issue, with portable, handheld, and mobile devices. Engineers are hard at work, trying to find as many solutions to this issue as they can. This was, obviously, a major area of research for the OLPC. But I’m not even sure the solutions they have found are the only relevant ones for what I imagine HftRoU to be.

GPS could have interesting uses, but doesn’t seem very cost-effective. Other “wireless positioning systems” (à la Skyhook) might reprsent a more rational option. Still, I think positioning systems are one of the next big things. Not only for navigation or for location-based targeting. But for a set of “unintended uses” which are the hallmark of truly disruptive technology. I still remember an article (probably in the venerable Wired magazine) about the use of GPS/GIS for research into climate change. Such “unintended uses” are, in my mind, much closer to the constructionist ideal than the OLPC XO’s unified design can ever get.

Though a camera seems to be a given in any portable or mobile device (even the OLPC XO has one), I’m not yet that clear on how important it really is. Sure, people like taking pictures or filming things. Yes, pictures taken through cellphones have had a lasting impact on social and cultural events. But I still get the feeling that the main reason cameras are included on so many devices is for impulse buying, not as a feature to be used so frequently by all users. Also, standalone cameras probably have a rather high level of penetration already and it might be best not to duplicate this type of feature. But, of course, a camera could easily be a differentiating factor between two devices in the same category. I don’t think that cameras should be absent from HftRoU. I just think it’s possible to have “killer apps” without cameras. Again, I’m biased.

Apart from networking/connectivity uses, Bluetooth seems like a luxury. Sure, it can be neat. But I don’t feel it adds that much functionality to HftRoU. Yet again, I could be proven wrong. Especially if networking and other inter-device communication are combined. At some abstract level, there isn’t that much difference between exchanging data across a network and controlling a device with another device.

Yes, I do realize I pretty much described an iPod touch (or an iPhone without camera, Bluetooth, or cellphone fees). I’ve been lusting over an iPod touch since September and it does colour my approach. I sincerely think the iPod touch could serve as an inspiration for a new device type. But, again, I care very little about which company makes that device. I don’t even care about how open the operating system is.

As long as our minds are open.

cellphones, computers, constructivism, Education, education systems, educational technology, Empowerment, globalization, informal learning, learners, Learning, learning and teaching, learning materials, OLPC, One Laptop Per Child, Teaching, teaching and learning, textbooks

One Laptop Per Child Was a Success

2 Comments

Repost of a comment to Bruce Nussbaum’s September, 2007 article about the OLPC project.

NussbaumOnDesign It’s Time To Call One Laptop Per Child A Failure, – BusinessWeek

While my comment is held for moderation, I thought I might post it here. I still have a lot more to say about these issues (and about the OLPC), and I should group everything I’ve written about that project and its outcomes. But it will have to wait for another time.

Isn’t it time to revisit this issue, now that the OLPC team and XO device are undergoing major changes?
Isn’t it time to call OLPC something?

I think the OLPC project was, indeed, a success. Negroponte was successful at giving exposure to the idea of low-cost laptops. The design team has succeeded in finding solutions to a number of technological issues, including Bitfrost security and Pixel Qi’s screen. Pilot projects have paved the way for projects by other teams. The G1G1 program brought fairly convenient subnotebooks to technology enthusiasts in the United States. And the multiple discussions we’re having about the OLPC contain a number of insightful comments about constructivist learning, constructionist teaching, the need for careful research in design projects, global inequalities, and the ways people empower themselves through the use of diverse tools.
As an education project, the OLPC worked.

But I also think the XO-1 should not, in fact, be purchased by education systems in different parts of the world.
No, I really don’t think I’m being stubborn or opinionated. I just think that this part of the OLPC project may distract us from the OLPC success.
After crash testing the XO-1 for a week and looking at a broad range of issues surrounding the machine, I would say that it’s a decent prototype to get people thinking about some interesting features (like ubiquitous mesh networking, journaling, and collaborative activities). But that laptop is too flawed to be the standard electronic device to make available to “children abroad,” let alone forced upon them through massive government purchases.
I could expand but I feel there is too much focus on the XO-1 already.

Cellphones have been mentioned several times in comments to this post and I sincerely think there’s something going on.
We need to keep an open mind, especially given the differences in how cellphones are used in diverse parts of the world.
Learners and teachers are, in fact, using cellphones in learning and teaching. For instance, cellphones are used for interactive quizzes (mobilestudy.org). Scholars at Sapporo Gakuin University and elsewhere have been using cellphones in connection with course management systems. A large part of what people throughout the world are doing with cellphones can easily be called “lifelong learning,” whether or not there is a formal structure with a teacher in front of a passive classroom.
Some people do write long-form texts (including novels) on cellphones. Some cellphones are, in fact, used to read textbooks and other (in my mind more appropriate) text formats. Making a digital drawing and putting together a music score are probably doable on several cellphones: they’re trivial tasks on a very basic smartphone. In fact, musicking with something like Bhajis Loops is as compatible with Papert-style constructionism as you can get. I dare say, even more so than Jean Piché’s TamTam on the OLPC XO (with all due respect to Jean and his team, of course).
It seems quite clear that a device design based on cellphones should at least be taken into consideration by people interested in “the rest of the world.”
Sure, some of the latest high-end smartphones can be quite costly, at retail. But even the difference between manufacturing costs for an OLPC XO-1 and an Apple iPhone is minimal. Clearly, there’s an economic logic behind the fact that global cellphone penetration already reached 3.3 billion.
I’m really not a cellphone fanboy. In fact, I’ve only been using cellphones for a few months and they have been very basic models lent by friends and relatives. But, as an ethnographer, I can’t help but notice that cellphones have a role to play, as “disruptive technology,” in helping people empower themselves. Especially in those parts of the world which were of interest to the old OLPC project.
Maybe cellphone-related devices aren’t the one solution to every child’s needs. But what evidence do we have that laptops were, indeed, the single device type to deploy to children in as diverse parts of the world as Nigeria, Peru, and Mongolia?
So, the naïve question is: if OLPC really was an education project, why did it focus so exclusively on a single electronic device? Why not plan a complete product line? Why not write a cross-platform application layer? Why not build appropriate factories in local communities? Why not build a consortium with local projects? Yes, all these things are being done now, including by former members of the OLPC team. But they weren’t part of the OLPC project. They can be potential outcomes of the OLPC project.

So, it’s time to call OLPC a success. And move on.
Let’s now look at other projects around the world which are helping kids learn, with or without some neat tools. Let’s not lose the momentum. Let’s not focus too much on the choice of an operating system or on the specific feature set the “educational technology version of the Ford T” may have. Sure, we can and probably should talk openly about these things.
But there are so many other important things to take into consideration…