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Future of Learning Content

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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.

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Actively Reading: "Teach Naked" sans PowerPoint

1 Comment

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

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

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

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

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

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When I came out against privilege, over a month ago, I wasn’t thinking about libraries. But, last week, while running some errands at three local libraries (within an hour), I got to think about library privileges.

During that day, I first started thinking about library privileges because I was renewing my CREPUQ card at Concordia. With that card, graduate students and faculty members at a university in Quebec are able to get library privileges at other universities, a nice “perk” that we have. While renewing my card, I was told (or, more probably, reminded) that the card now gives me borrowing privileges at any university library in Canada through CURBA (Canadian University Reciprocal Borrowing Agreement).

My gut reaction: “Aw-sum!” (I was having a fun day).

It got me thinking about what it means to be an academic in Canada. Because I’ve also spent part of my still short academic career in the United States, I tend to compare the Canadian academe to US academic contexts. And while there are some impressive academic consortia in the US, I don’t think that any of them may offer as wide a set of library privileges as this one. If my count is accurate, there are 77 institutions involved in CURBA. University systems and consortia in the US typically include somewhere between ten and thirty institutions, usually within the same state or region. Even if members of both the “UC System” and “CalState” have similar borrowing privileges, it would only mean 33 institutions, less than half of CURBA (though the population of California is about 20% more than that of Canada as a whole). Some important university consortia through which I’ve had some privileges were the CIC (Committee on Institutional Cooperation), a group of twelve Midwestern universities, and the BLC (Boston Library Consortium), a group of twenty university in New England. Even with full borrowing privileges in all three groups of university libraries, an academic would only have access to library material from 65 institutions.

Of course, the number of institutions isn’t that relevant if the libraries themselves have few books. But my guess is that the average size of a Canadian university’s library collection is quite comparable to its US equivalents, including in such well-endowed institutions as those in the aforementioned consortia and university systems. What’s more, I would guess that there might be a broader range of references across Canadian universities than in any region of the US. Not to mention that BANQ (Quebec’s national library and archives) are part of CURBA and that their collections overlap very little with a typical university library.

So, I was thinking about access to an extremely wide range of references given to graduate students and faculty members throughout Canada. We get this very nice perk, this impressive privilege, and we pretty much take it for granted.

Which eventually got me to think about my problem with privilege. Privilege implies a type of hierarchy with which I tend to be uneasy. Even (or especially) when I benefit from a top position. “That’s all great for us but what about other people?”

In this case, there are obvious “Others” like undergraduate students at Canadian institutions,  Canadian non-academics, and scholars at non-Canadian institutions. These are very disparate groups but they are all denied something.

Canadian undergrads are the most direct “victims”: they participate in Canada’s academe, like graduate students and faculty members, yet their access to resources is severely limited by comparison to those of us with CURBA privileges. Something about this strikes me as rather unfair. Don’t undegrads need access as much as we do? Is there really such a wide gap between someone working on an honour’s thesis at the end of a bachelor’s degree and someone starting work on a master’s thesis that the latter requires much wider access than the former? Of course, the main rationale behind this discrepancy in access to library material probably has to do with sheer numbers: there are many undergraduate students “fighting for the same resources” and there are relatively few graduate students and faculty members who need access to the same resources. Or something like that. It makes sense but it’s still a point of tension, as any matter of privilege.

The second set of “victims” includes Canadians who happen to not be affiliated directly with an academic institution. While it may seem that their need for academic resources are more limited than those of students, many people in this category have a more unquenchable “thirst for knowledge” than many an academic. In fact, there are people in this category who could probably do a lot of academically-relevant work “if only they had access.” I mostly mean people who have an academic background of some sort but who are currently unaffiliated with formal institutions. But the “broader public” counts, especially when a specific topic becomes relevant to them. These are people who take advantage of public libraries but, as mentioned in the BANQ case, public and university libraries don’t tend to overlap much. For instance, it’s quite unlikely that someone without academic library privileges would have been able to borrow Visual Information Processing (Chase, William 1973), a proceedings book that I used as a source for a recent blogpost on expertise. Of course, “the public” is usually allowed to browse books in most university libraries in North America (apart from Harvard). But, depending on other practical factors, borrowing books can be much more efficient than browsing them in a library. I tend to hear from diverse people who would enjoy some kind of academic status for this very reason: library privileges matter.

A third category of “victims” of CURBA privileges are non-Canadian academics. Since most of them may only contribute indirectly to Canadian society, why should they have access to Canadian resources? As any social context, the national academe defines insiders and outsiders. While academics are typically inclusive, this type of restriction seems to make sense. Yet many academics outside of Canada could benefit from access to resources broadly available to Canadian academics. In some cases, there are special agreements to allow outside scholars to get temporary access to local, regional, or national resources. Rather frequently, these agreements come with special funding, the outside academic being a special visitor, sometimes with even better access than some local academics.  I have very limited knowledge of these agreements (apart from infrequent discussions with colleagues who benefitted from them) but my sense is that they are costly, cumbersome, and restrictive. Access to local resources is even more exclusive a privilege in this case than in the CURBA case.

Which brings me to my main point about the issue: we all need open access.

When I originally thought about how impressive CURBA privileges were, I was thinking through the logic of the physical library. In a physical library, resources are scarce, access to resources need to be controlled, and library privileges have a high value. In fact, it costs an impressive amount of money to run a physical library. The money universities invest in their libraries is relatively “inelastic” and must figure quite prominently in their budgets. The “return” on that investment seems to me a bit hard to measure: is it a competitive advantage, does a better-endowed library make a university more cost-effective, do university libraries ever “recoup” any portion of the amounts spent?

Contrast all of this with a “virtual” library. My guess is that an online collection of texts costs less to maintain than a physical library by any possible measure. Because digital data may be copied at will, the notion of “scarcity” makes little sense online. Distributing millions of copies of a digital text doesn’t make the original text unavailable to anyone. As long as the distribution system is designed properly, the “transaction costs” in distributing a text of any length are probably much less than those associated with borrowing a book.  And the differences between “browsing” and “borrowing,” which do appear significant with physical books, seem irrelevant with digital texts.

These are all well-known points about online distribution. And they all seem to lead to the same conclusion: “information wants to be free.” Not “free as in beer.” Maybe not even “free as in speech.” But “free as in unchained.”

Open access to academic resources is still a hot topic. Though I do consider myself an advocate of “OA” (the “Open Access movement”), what I mean here isn’t so much about OA as opposed to TA (“toll-access”) in the case of academic journals. Physical copies of periodicals may usually not be borrowed, regardless of library privileges, and online resources are typically excluded from borrowing agreements between institutions. The connection between OA and my perspective on library privileges is that I think the same solution could solve both issues.

I’ve been thinking about a “global library” for a while. Like others, the Library of Alexandria serves as a model but texts would be online. It sounds utopian but my main notion, there, is that “library privileges” would be granted to anyone. Not only senior scholars at accredited academic institutions. Anyone. Of course, the burden of maintaining that global library would also be shared by anyone.

There are many related models, apart from the Library of Alexandria: French «Encyclopédistes» through the Englightenment, public libraries, national libraries (including the Library of Congress), Tim Berners-Lee’s original “World Wide Web” concept, Brewster Kahle’s Internet Archive, Google Books, etc. Though these models differ, they all point to the same basic idea: a “universal” collection with the potential for “universal” access. In historical perspective, this core notion of a “universal library” seems relatively stable.

Of course, there are many obstacles to a “global” or “universal” library. Including issues having to do with conflicts between social groups across the Globe or the current state of so-called “intellectual property.” These are all very tricky and I don’t think they can be solved in any number of blogposts. The main thing I’ve been thinking about, in this case, is the implications of a global library in terms of privileges.

Come to think of it, it’s possible that much of the resistance to a global library have to do with privilege: unlike me, some people enjoy privilege.

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Quest for Expertise

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

or:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Ah, well…

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

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

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

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My Problem With Journalism

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I hate having an axe to grind. Really, I do. “It’s unlike me.” When I notice that I catch myself grinding an axe, I “get on my own case.” I can be quite harsh with my own self.

But I’ve been trained to voice my concerns. And I’ve been perceiving an important social problem for a while.

So I “can’t keep quiet about it.”

If everything goes really well, posting this blog entry might be liberating enough that I will no longer have any axe to grind. Even if it doesn’t go as well as I hope, it’ll be useful to keep this post around so that people can understand my position.

Because I don’t necessarily want people to agree with me. I mostly want them to understand “where I come from.”

So, here goes:

Journalism may have outlived its usefulness.

Like several other “-isms” (including nationalism, colonialism, imperialism, and racism) journalism is counterproductive in the current state of society.

This isn’t an ethical stance, though there are ethical positions which go with it. It’s a statement about the anachronic nature of journalism. As per functional analysis, everything in society needs a function if it is to be maintained. What has been known as journalism is now taking new functions. Eventually, “journalism as we know it” should, logically, make way for new forms.

What these new forms might be, I won’t elaborate in this post. I have multiple ideas, especially given well-publicised interests in social media. But this post isn’t about “the future of journalism.”

It’s about the end of journalism.

Or, at least, my looking forward to the end of journalism.

Now, I’m not saying that journalists are bad people and that they should just lose their jobs. I do think that those who were trained as journalists need to retool themselves, but this post isn’t not about that either.

It’s about an axe I’ve been grinding.

See, I can admit it, I’ve been making some rather negative comments about diverse behaviours and statements, by media people. It has even become a habit of mine to allow myself to comment on something a journalist has said, if I feel that there is an issue.

Yes, I know: journalists are people too, they deserve my respect.

And I do respect them, the same way I respect every human being. I just won’t give them the satisfaction of my putting them on a pedestal. In my mind, journalists are people: just like anybody else. They deserve no special treatment. And several of them have been arrogant enough that I can’t help turning their arrogance back to them.

Still, it’s not about journalist as people. It’s about journalism “as an occupation.” And as a system. An outdated system.

Speaking of dates, some context…

I was born in 1972 and, originally,I was quite taken by journalism.

By age twelve, I was pretty much a news junkie. Seriously! I was “consuming” a lot of media at that point. And I was “into” media. Mostly television and radio, with some print mixed in, as well as lots of literary work for context: this is when I first read French and Russian authors from the late 19th and early 20th centuries.

I kept thinking about what was happening in The World. Back in 1984, the Cold War was a major issue. To a French-Canadian tween, this mostly meant thinking about the fact that there were (allegedly) US and USSR “bombs pointed at us,” for reasons beyond our direct control.

“Caring about The World” also meant thinking about all sorts of problems happening across The Globe. Especially poverty, hunger, diseases, and wars. I distinctly remember caring about the famine in Ethiopia. And when We Are the World started playing everywhere, I felt like something was finally happening.

This was one of my first steps toward cynicism. And I’m happy it occured at age twelve because it allowed me to eventually “snap out of it.” Oh, sure, I can still be a cynic on occasion. But my cynicism is contextual. I’m not sure things would have been as happiness-inducing for me if it hadn’t been for that early start in cynicism.

Because, you see, The World disinterested itself quite rapidly with the plight of Ethiopians. I distinctly remember asking myself, after the media frenzy died out, what had happened to Ethiopians in the meantime. I’m sure there has been some report at the time claiming that the famine was over and that the situation was “back to normal.” But I didn’t hear anything about it, and I was looking. As a twelve-year-old French-Canadian with no access to a modem, I had no direct access to information about the situation in Ethiopia.

Ethiopia still remained as a symbol, to me, of an issue to be solved. It’s not the direct cause of my later becoming an africanist. But, come to think of it, there might be a connection, deeper down than I had been looking.

So, by the end of the Ethiopian famine of 1984-85, I was “losing my faith in” journalism.

I clearly haven’t gained a new faith in journalism. And it all makes me feel quite good, actually. I simply don’t need that kind of faith. I was already training myself to be a critical thinker. Sounds self-serving? Well, sorry. I’m just being honest. What’s a blog if the author isn’t honest and genuine?

Flash forward to 1991, when I started formal training in anthropology. The feeling was exhilarating. I finally felt like I belonged. My statement at the time was to the effect that “I wasn’t meant for anthropology: anthropology was meant for me!” And I was learning quite a bit about/from The World. At that point, it already did mean “The Whole Wide World,” even though my knowledge of that World was fairly limited. And it was a haven of critical thinking.

Ideal, I tell you. Moan all you want, it felt like the ideal place at the ideal time.

And, during the summer of 1993, it all happened: I learnt about the existence of the “Internet.” And it changed my life. Seriously, the ‘Net did have a large part to play in important changes in my life.

That event, my discovery of the ‘Net, also has a connection to journalism. The person who described the Internet to me was Kevin Tuite, one of my linguistic anthropology teachers at Université de Montréal. As far as I can remember, Kevin was mostly describing Usenet. But the potential for “relatively unmediated communication” was already a big selling point. Kevin talked about the fact that members of the Caucasian diaspora were able to use the Internet to discuss with their relatives and friends back in the Caucasus about issues pertaining to these independent republics after the fall of the USSR. All this while media coverage was sketchy at best (sounded like journalism still had a hard time coping with the new realities).

As you can imagine, I was more than intrigued and I applied for an account as soon as possible. In the meantime, I bought at 2400 baud modem, joined some local BBSes, and got to chat about the Internet with several friends, some of whom already had accounts. Got my first email account just before semester started, in August, 1993. I can still see traces of that account, but only since April, 1994 (I guess I wasn’t using my address in my signature before this). I’ve been an enthusiastic user of diverse Internet-based means of communication since then.

But coming back to journalism, specifically…

Journalism missed the switch.

During the past fifteen years, I’ve been amazed at how clueless members of mainstream media institutions have been to “the power of the Internet.” This was during Wired Magazine’s first year as a print magazine and we (some friends and I) were already commenting upon the fact that print journalists should look at what was coming. Eventually, they would need to adapt. “The Internet changes everything,” I thought.

No, I didn’t mean that the Internet would cause any of the significant changes that we have seeing around us. I tend to be against technological determinism (and other McLuhan tendencies). Not that I prefer sociological determinism yet I can’t help but think that, from ARPAnet to the current state of the Internet, most of the important changes have been primarily social: if the Internet became something, it’s because people are making it so, not because of some inexorable technological development.

My enthusiastic perspective on the Internet was largely motivated by the notion that it would allow people to go beyond the model from the journalism era. Honestly, I could see the end of “journalism as we knew it.” And I’m surprised, fifteen years later, that journalism has been among the slowest institutions to adapt.

In a sense, my main problem with journalism is that it maintains a very stratified structure which gives too much weight to the credibility of specific individuals. Editors and journalists, who are part of the “medium” in the old models of communication, have taken on a gatekeeping role despite the fact that they rarely are much more proficient thinkers than people who read them. “Gatekeepers” even constitute a “textbook case” in sociology, especially in conflict theory. Though I can easily perceive how “constructed” that gatekeeping model may be, I can easily relate to what it entails in terms of journalism.

There’s a type of arrogance embedded in journalistic self-perception: “we’re journalists/editors so we know better than you; you need us to process information for you.” Regardless of how much I may disagree with some of his words and actions, I take solace in the fact that Murdoch, a key figure in today’s mainstream media, talked directly at this arrogance. Of course, he might have been pandering. But the very fact that he can pay lip-service to journalistic arrogance is, in my mind, quite helpful.

I think the days of fully stratified gatekeeping (a “top-down approach” to information filtering) are over. Now that information is easily available and that knowledge is constructed socially, any “filtering” method can be distributed. I’m not really thinking of a “cream rises to the top” model. An analogy with water sources going through multiple layers of mountain rock would be more appropriate to a Swiss citizen such as myself. But the model I have in mind is more about what Bakhtin called “polyvocality” and what has become an ethical position on “giving voice to the other.” Journalism has taken voice away from people. I have in mind a distributed mode of knowledge construction which gives everyone enough voice to have long-distance effects.

At the risk of sounding too abstract (it’s actually very clear in my mind, but it requires a long description), it’s a blend of ideas like: the social butterfly effect, a post-encyclopedic world, and cultural awareness. All of these, in my mind, contribute to this heightened form of critical thinking away from which I feel journalism has led us.

The social butterfly effect is fairly easy to understand, especially now that social networks are so prominent. Basically, the “butterfly effect” from chaos theory applied to social networks. In this context, a “social butterfly” is a node in multiple networks of varying degrees of density and clustering. Because such a “social butterfly” can bring things (ideas, especially) from one such network to another, I argue that her or his ultimate influence (in agregate) is larger than that of someone who sits at the core of a highly clustered network. Yes, it’s related to “weak ties” and other network classics. But it’s a bit more specific, at least in my mind. In terms of journalism, the social butterfly effect implies that the way knowledge is constructed needs not come from a singular source or channel.

The “encyclopedic world” I have in mind is that of our good friends from the French Enlightenment: Diderot and the gang. At that time, there was a notion that the sum of all knowledge could be contained in the Encyclopédie. Of course, I’m simplifying. But such a notion is still discussed fairly frequently. The world in which we now live has clearly challenged this encyclopedic notion of exhaustiveness. Sure, certain people hold on to that notion. But it’s not taken for granted as “uncontroversial.” Actually, those who hold on to it tend to respond rather positively to the journalistic perspective on human events. As should be obvious, I think the days of that encyclopedic worldview are counted and that “journalism as we know it” will die at the same time. Though it seems to be built on an “encyclopedia” frame, Wikipedia clearly benefits from distributed model of knowledge management. In this sense, Wikipedia is less anachronistic than Britannica. Wikipedia also tends to be more insightful than Britannica.

The cultural awareness point may sound like an ethnographer’s pipe dream. But I perceive a clear connection between Globalization and a certain form of cultural awareness in information and knowledge management. This is probably where the Global Voices model can come in. One of the most useful representations of that model comes from a Chris Lydon’s Open Source conversation with Solana Larsen and Ethan Zuckerman. Simply put, I feel that this model challenges journalism’s ethnocentrism.

Obviously, I have many other things to say about journalism (as well as about its corrolate, nationalism).

But I do feel liberated already. So I’ll leave it at that.

Academia, academic publishing, academics, advocacy, Anthropology, blog comments, Blogging, collaborative learning, comment-fishing, critical thinking, Education, informal learning, ivory tower, language sciences, Learning, linguistics, linkfest, online publishing, open access, openness, opinions, pedagogy, Placeholders, playfulness, professors, ramblings, rants, relativism, research publications, scholarship, sciences, specialists, writing, writing style

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?
Academia, academic publishing, Anthropology, arrogance, comment-fishing, cultural anthropology, OA, open access, openness

Inaccessible American Anthropology

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Alex Golub describes in positive terms the recent announcement, by the main anthropological association in the United States (AAA), that some older articles from a newsletter (AN) and an academic journal (AA) will not require a paid subscription to be downloaded directly.

via Savage Minds: Notes and Queries in Anthropology — A Group Blog » AAA ‘goes OA’: The emphasis should be on ‘first step’.

via AAA ‘goes OA’: The emphasis should be on ‘first step’.

Some other links:

It’s probably just a knee-jerk reaction on my part but I just don’t see this as a step in the right direction. Sorry.

I can’t help but think that it’s a way to avoid discussions about actual Open Access (OA), not a way to address concerns of the broadest community over the problems related to access to scholarly material. In a discipline which is supposed to care about widespread access, shouldn’t such concerns be taken into careful consideration?

It may sound like a personal preference but I tend to give more credit to pilot projects and other time-limited offers from publishers. As an easy example, the current program advertised by Sage for the month of October.
Some fellow OA enthusiasts and activists have railed against the “trial period” attempts from major publishers (including previous “free access” months by Sage). Their reactions sounded similar to what I’m trying to say about the AAA “OA” plan. But I see those “limited-time free access offers” as more beneficial in an OA logic than the AAA’s “too little, too late” campaign.
One reason I find those publisher offers useful is that these periods during which access to scholarship is made easier usually cover the publisher’s whole database, which makes the benefit of OA much more obvious than having selected issues of selected publications offered at no cost on an association’s semi-obscure website. Someone who’s working on a specific topic could use these trial periods to simply accumulate a lot of material to read later (using Zotero or other tools to keep track of this massive amount of literature). It’s the academic equivalent of binging and it sounds a bit absurd, but it can work (I’ve done this myself, a few years ago; really enjoyed it).
Then, because these major publishers cover several disciplines, those periods during which one can “browse and download at will” really benefit from anthropology’s position at the junction of several disciplines.
There’s an added benefit which is directly in favour of OA: once the trial period is over, individual readers get to notice how sad the current situation of proprietary access really is.

When so much important material suddenly becomes out of reach, people tend to react. And that reaction has some  “marketing” dimensions which are completely absent from the AAA’s scheme. And I’m talking about marketing which would be potentially beneficial to thinking about broad access outside of the tiny box of whether or not university libraries need to pay subscription fees.

To use an awkward analogy… If subscriptions to academic journals were following the same business model as cable or satellite TV providers, these “free access” periods would help convince individual readers of academic journals to subscribe to some kind of monthly plan. A few people who already have site licenses might even elect to subscribe to an individual plan if there’s an added value (say, relevant articles are “pushed” directly to the user when they become available, a step in convenience above the “alerts” some publishers send). But such a plan would be much more valuable to the large number of people who currently don’t have the privilege of having a full and active account in a large university’s library system. This group includes professional academics outside of the academic mainstream as well as non-academics who can greatly benefit from access to academic literature. My hunch is that the number of these non-academics who would like to engage in academic reading is currently growing, partly because of the growing number of university degrees awarded around the world. But even if that number remains stable, this market is currently untapped.
(These kinds of library privileges are really nothing to sneeze at. I’ve heard people use them as one of the most important things to come with a university position. At the same degree of importance if not more than office space. And I find little reason for these privileges to be the prerogative of professional academics at large institutions.)

Of course, I’d much rather have full OA than a “cable TV plan for academia.” But, in a skewed way, the “cable TV” model is closer to true OA spirit than the AAA’s scheme.
Full OA remains a dream but I personally think that this dream can come true during my lifetime (I’m still young). In some contexts, full OA could take the form of publicly-funded access. Something similar to this neat invention that people in the United States call “the public library.” In other contexts, the better-known OA plans (including author-paid) may sound more convincing to people (less “socializing” than the public library concept). And I’m sure some people could devise other schemes which would alleviate access problems to academic texts while maintaining financial viability for at least some of the institutions involved (institutions which, it should be noted, provide very little if any money for such essential academic activities as scholarship and teaching).

So, I perceive those time-limited “free access” offers as an opportunity to get people thinking about OA. And I can’t help but think that the AAA’s press release is more about ending than about opening the discussion on access.
As others have pointed out, these same articles (and a lot more AAA content) are already available on JSTOR.  Now, JSTOR doesn’t have a “send PDF to a friend” button. Nor does it have a specific statement making it clear sending those article files to other people can be perfectly legitimate. (They do talk about U.S. fair use in their Terms and Conditions text but legalese is a bit hard to read for non-native speakers of the legal language). Still, if you think about access in broad terms, JSTOR in general is “accessible” enough that, given a JSTOR-subscribing institution nearby (and African universities have had sponsored licenses), someone could say that the level of access afforded these articles is already pretty decent.
The added benefit of the AAA’s scheme over the current availability on JSTOR (and elsewhere) will need to be assessed carefully. Given the age of these texts, the plan will probably have very limited impact on how frequently these articles are cited (an important OA benefit). Because AnthroSource is AAA-specific, the plan will likely have very limited impact on the visibility of the discipline (another OA benefit). Because of the way AnthroSource is set up, the plan will likely have limited impact in terms of convenience (a minor OA benefit which shouldn’t be forgotten). Unless Google Scholar changes the way it links to those articles, the AAA’s “OA” articles might not be that much easier to find than the other articles. Because only a very limited portion of AAA publications will be covered by the plan, it will probably be confusing to the casual user (“Is it American Ethnologist which is available free of charge? What years, again?”).

Basically, the “OA” plan might only be noticeable to professional academic anthropologists, most of whom already have full AnthroSource access. As we say in French, «un coup d’épée dans l’eau».

So, sorry, but I have no idea why this scheme would be a step in the direction of improved access to anthropological scholarship. My mind can be changed, with thoughtful arguments. It’s just that don’t “get” it at this point.

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Visualizing Touch Devices in Education

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Took me a while before I watched this concept video about iPhone use on campus.

Connected: The Movie – Abilene Christian University

Sure, it’s a bit campy. Sure, some features aren’t available on the iPhone yet. But the basic concepts are pretty much what I had in mind.

Among things I like in the video:

  • The very notion of student empowerment runs at the centre of it.
  • Many of the class-related applications presented show an interest in the constructivist dimensions of learning.
  • Material is made available before class. Face-to-face time is for engaging in the material, not rehashing it.
  • The technology is presented as a way to ease the bureaucratic aspects of university life, relieving a burden on students (and, presumably, on everyone else involved).
  • The “iPhone as ID” concept is simple yet powerful, in context.
  • Social networks (namely Facebook and MySpace, in the video) are embedded in the campus experience.
  • Blended learning (called “hybrid” in the video) is conceived as an option, not as an obligation.
  • Use of the technology is specifically perceived as going beyond geek culture.
  • The scenarios (use cases) are quite realistic in terms of typical campus life in the United States.
  • While “getting an iPhone” is mentioned as a perk, it’s perfectly possible to imagine technology as a levelling factor with educational institutions, lowering some costs while raising the bar for pedagogical standards.
  • The shift from “eLearning” to “mLearning” is rather obvious.
  • ACU already does iTunes U.
  • The video is released under a Creative Commons license.

Of course, there are many directions things can go, from here. Not all of them are in line with the ACU dream scenario. But I’m quite hope judging from some apparently random facts: that Apple may sell iPhones through universities, that Apple has plans for iPhone use on campuses,  that many of the “enterprise features” of iPhone 2.0 could work in institutions of higher education, that the Steve Jobs keynote made several mentions of education, that Apple bundles iPod touch with Macs, that the OLPC XOXO is now conceived more as a touch handheld than as a laptop, that (although delayed) Google’s Android platform can participate in the same usage scenarios, and that browser-based computing apparently has a bright future.

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Bookish Reference

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Thinking about reference books, these days.

Are models inspired by reference books (encyclopedias, dictionaries, phonebooks, atlases…) still relevant in the context of almost-ubiquitous Internet access?

I don’t have an answer but questions such as these send me on streams of thought. I like thought streaming.

One stream of thought relates to a discussion I’ve had with fellow Yulblogger Martin Lessard about “trust in sources.” IIRC, Lessard was talking more specifically about individuals but I tend to react the same way about “source credibility” whether the source is a single human being, an institution, or a piece of writing. Typically, my reaction is a knee-jerk one: “No information is to be trusted, regardless of the source. Critical thinking and the scientific method both imply that we should apply the same rigorous analysis to any piece of information, regardless of the alleged source.” But this reasoned stance of mine is confronted with the reality of people (including myself and other vocal proponents of critical thinking) acting, at least occasionally, as if we did “trust” sources differentially.

I still think that this trusty attitude toward some sources needs to be challenged in contexts which give a lot of significance to information validity. Conversely, maybe there’s value in trust because information doesn’t always have to be that valid and because it’s often more expedient to trust some sources than to “apply the same rigorous analysis to information coming from any source.”

I also think that there are different forms of trust. From a strong version which relates to faith, all the way to a weak version, tantamount to suspension of disbelief. It’s not just a question of degree as there are different origins for source-trust, from positive prior experiences with a given source to the hierarchical dimensions of social status.

A basic point, here, might be that “trust in source” is contextual, nuanced, changing, constructed… relative.

Second stream of thought: popular reference books. I’m still afraid of groupthink, but there’s something deep about some well-known references.

Just learnt, through the most recent issue of Peter Suber’s SPARC Open Access newsletter, some news about French reference book editor Larousse (now part of Hachette, which is owned by Lagardère) making a move toward Open Access. Through their Larousse.fr site, Larousse is not only making some of its content available for open access but it’s adding some user-contributed content to its site. As an Open Access enthusiast, I do find the OA angle interesting. But the user-content angle leads me in another direction having to do with reference books.

What may not be well-known outside of Francophone contexts is that Larousse is pretty much a “household name” in many French-speaking homes. Larousse dictionaries have been commonly used in schools and they have been selling quite well through much of the editor’s history. Not to mention that some specialized reference books published by Larousse, are quite unique.

To make this more personal: I pretty much grew up on Larousse dictionaries. In my mind, Larousse dictionaries were typically less “stuffy” and more encyclopedic in approach than other well-known French dictionaries. Not only did Larousse’s flagship Petit Larousse illustré contain numerous images, but some aspect of its supplementary content, including Latin expressions and proverbs, were very useful and convenient. At the same time, Larousse’s fairly extensive line of reference books could retain some of the prestige afforded its stuffier and less encyclopedic counterparts in the French reference book market. Perhaps because I never enjoyed stuffiness, I pretty much associated my view of erudition with Larousse dictionaries. Through a significant portion of my childhood, I spent countless hours reading disparate pieces of Larousse dictionaries. Just for fun.

So, for me, freely accessing and potentially contributing to Larousse feels strange. Can’t help but think of our battered household copies of Petit Larousse illustré. It’s a bit as if a comics enthusiast were not only given access to a set of Marvel or DC comics but could also go on the drawing board. I’ve never been “into” comics but I could recognize my childhood self as a dictionary nerd.

There’s a clear connection in my mind between my Larousse-enhanced childhood memories and my attitude toward using Wikipedia. Sure, Petit Larousse was edited in a “closed” environment, by a committee. But there was a sense of discovery with Petit Larousse that I later found with CD-ROM and online encyclopedias. I used a few of these, over the years, and I eventually stuck with Wikipedia for much of this encyclopedic fun. Like probably many others, I’ve spent some pleasant hours browsing through Wikipedia, creating in my head a more complex picture of the world.

Which is not to say that I perceive Larousse as creating a new Wikipedia. Describing the Larousse.fr move toward open access and user-contributed content, the Independent mostly compares Larousse with Wikipedia. In fact, a Larousse representative seems to have made some specific statements about trying to compete with Wikipedia. Yet, the new Larousse.fr site is significantly different from Wikipedia.

As Suber says, Larousse’s attempt is closer to Google’s knols than to Wikipedia. In contrast with the Wikipedia model but as in Google’s knol model, content contributed by users on the Larousse site preserves an explicit sense of authorship. According to the demo video for Larousse.fr, some specific features have been implemented on the site to help users gather around specific topics. Something similar has happened informally with some Wikipedians, but the Larousse site makes these features rather obvious and, as some would say, “user-friendly.” After all, while many people do contribute to Wikipedia, some groups of editors function more like tight-knit communities or aficionados than like amorphous groups of casual users. One interesting detail about the Larousse model is that user-contributed and Larousse contents run in parallel to one another. There are bridges in terms of related articles, but the distinction seems clear. Despite my tendency to wait for prestige structures to “just collapse, already,” I happen to think this model is sensible in the context of well-known reference books. Larousse is “reliable, dependable, trusty.” Like comfort food. Or like any number of items sold in commercials with an old-time feel.

So, “Wikipedia the model” is quite different from the Larousse model but both Wikipedia and Petit Larousse can be used in similar ways.

Another stream of thought, here, revolves around the venerable institution known as Encyclopædia Britannica. Britannica recently made it possible for bloggers (and other people publishing textual content online) to apply for an account giving them access to the complete online content of the encyclopedia. With this access comes the possibility to make specific articles available to our readers via simple linking, in a move reminiscent of the Financial Times model.

Since I received my “blogger accreditation to Britannica content,” I did browse some article on Britannica.com. I receive Britannica’s “On This Day” newsletter of historical events in my inbox daily and it did lead me to some intriguing entries. I did “happen” on some interesting content and I even used Britannica links on my main blog as well as in some forum posts for a course I teach online.

But, I must say, Britannica.com is just “not doing it for me.”

For one thing, the site is cluttered and cumbersome. Content is displayed in small chunks, extra content is almost dominant, links to related items are often confusing and, more sadly, many articles just don’t have enough content to make visits satisfying or worthwhile. Not to mention that it is quite difficult to link to a specific part of the content as the site doesn’t use page anchors in a standard way.

To be honest, I was enthusiastic when I first read about Britannica.com’s blogger access. Perhaps because of the (small) thrill of getting “privileged” access to protected content, I thought I might find the site useful. But time and again, I had to resort to Wikipedia. Wikipedia, like an old Larousse dictionary, is dependable. Besides, I trust my sense of judgement to not be too affect by inaccurate or invalid information.

One aspect of my deception with Britannica relates to the fact that, when I write things online, I use links as a way to give readers more information, to help them exercise critical thinking, to get them thinking about some concepts and issues, and/or to play with some potential ambiguity. In all of those cases, I want to link to a resource which is straightforward, easy to access, easy to share, clear, and “open toward the rest of the world.”

Britannica is not it. Despite all its “credibility” and perceived prestige, Britannica.com isn’t providing me with the kind of service I’m looking for. I don’t need a reference book in the traditional sense. I need something to give to other people.

After waxing nostalgic about Larousse and ranting about Britannica, I realize how funny some of this may seem, from the outside. In fact, given the structure of the Larousse.fr site, I already think that I won’t find it much more useful than Britannica for my needs and I’ll surely resort to Wikipedia, yet again.

But, at least, it’s all given me the opportunity to stream some thoughts about reference books. Yes, I’m enough of a knowledge geek to enjoy it.

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Actively Reading Open Access

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Open Access

I’ve been enthusiastic about OA (open access to academic texts) for a number of years. I don’t tend to be extremely active in the OA milieu but I do use every opportunity I can to talk about OA, both in formal academic contexts and in more casual and informal conversation.

My own views about Open Access are that it should be plain common-sense, for both scholars and “the public.” Not that OA is an ultimate principle, but it seems so obvious to me that OA can be beneficial in a large range of contexts. In fact, I tend to conceive of academia in terms of Open Access. In my mind, a concept related to OA runs at the very core of the academic enterprise and helps distinguish it from other types of endeavours. Simply put, academia is the type of “knowledge work ” which is oriented toward openness in access and use.

Historically, this connection between academic work and openness has allegedly been the source of the so-called “Open Source movement” with all its consequences in computing, the Internet, and geek culture.

Quite frequently, OA advocates focus (at least in public) on specific issues related to Open Access. An OA advocate put it in a way that made me think it might have been a precaution, used by OA advocates and activists, to avoid scaring off potential OA enthusiasts. As I didn’t involve myself as a “fighter” in the OA-related discussions, I rarely found a need for such precautions.

I now see signs that the Open Access movement is finally strong enough that some of these precautions might not even be needed. Not that OA advocates “throw caution to the wind.” But I really sense that it’s now possible to openly discuss broader issues related to Open Access because “critical mass has been achieved.”

Suber’s Newsletter

Case in point, for this sense of a “wind of change,” the latest issue of Peter Suber’s SPARC Open Access Newsletter.

Suber’s newsletter is frequently a useful source of information about Open Access and I often get inspired by it. But because my involvement in the OA movement is rather limited, I tend to skim those newsletter issues, more than I really read them. I kind of feel bad about this but “we all need to choose our battles,” in terms of information management.

But today’s issue “caught my eye.” Actually, it stimulated a lot of thoughts in me. It provided me with (tasty) intellectual nourishment. Simply put: it made me happy.

It’s all because Suber elaborated an argument about Open Access that I find particularly compelling: the epistemological dimension of Open Acces. Because of my perspective, I respond much more favourably to this epistemological argument than I would with most practical and ethical arguments. Maybe that’s just me. But it still works.

So I read Suber’s newsletter with much more attention than usual. I savoured it. And I used this new method of actively reading online texts which is based on the Diigo.com social bookmarking service.

Active Reading

What follows is a slightly edited version of my Diigo annotations on Suber’s text.

Peter Suber, SPARC Open Access Newsletter, 6/2/08

Annotated

June 2008 issue of Peter Suber’s newsletter on open access to academic texts (“Open Access,” or “OA”).

tags: toblog, Suber, Open Access, academia, publishing, wisdom of crowds, crowdsourcing, critical thinking

General comments

  • Suber’s newsletters are always on the lengthy side of things but this one seems especially long. I see this as a good sign.
  • For several reasons, I find this issue of Suber’s newsletter is particularly stimulating. Part of my personal anthology of literature about Open Access.

Quote-based annotations and highlights.

Items in italics are Suber’s, those in roman are my annotations.

  • Open access and the self-correction of knowledge

    • This might be one of my favourite arguments for OA. Yes, it’s close to ESR’s description of the “eyeball” principle. But it works especially well for academia.
  • Nor is it very subtle or complicated
    • Agreed. So, why is it so rarely discussed or grokked?
  • John Stuart Mill in 1859
    • Nice way to tie the argument to something which may thought-provoke scholars in Humanities and Social Sciences.
  • OA facilitates the testing and validation of knowledge claims
    • Neat, clean, simple, straightforward… convincing. Framing it as hypothesis works well, in context.
  • science is self-correcting
    • Almost like “talking to scientists’ emotions.” In an efficient way.
  • reliability of inquiry
    • Almost lingo-like but resonates well with academic terminology.
  • Science is special because it’s self-correcting.
    • Don’t we all wish this were more widely understood?
  • scientists eventually correct the errors of other scientists
    • There’s an important social concept, here. Related to humility as a function of human interaction.
  • persuade their colleagues
  • new professional consensus
  • benefit from the perspectives of others
    • Tying humility, intellectual honesty, critical thinking, ego-lessness, and even relativist ways of knowing.
  • freedom of expression is essential to truth-seeking
  • opening discussion as widely as possible
    • Perhaps my favourite argument ever for not only OA but for changes in academia generally.
  • when the human mind is capable of receiving it
    • Possible tie-in with the social level of cognition. Or the usual “shoulders of giants.”
  • public scrutiny
    • Emphasis on “public”!
  • protect the freedom of expression
    • The problem I have with the way this concept is applied is that people rely on pre-established institutions for this protection and seem to assume that, if the institution is maintained, so is the protection. Dangerous!
  • If the only people free to speak their minds are people like the author, or people with a shared belief in current orthodoxy, then we’d rarely hear from people in a position to recognize deficiencies in need of correction.
    • This, I associate with “groupthink” in the “highest spheres” (sphere height being giving through social negotiation of prestige).
  • But we do have to make our claims available to everyone who might care to read and comment on them.
    • Can’t help but think that *some* of those who oppose or forget this mainly fear the social risks associated with our positions being questioned or invalidated.
  • For the purposes of scientific progress, a society in which access to research is limited, because it’s written in Latin, because authors are secretive, or because access requires travel or wealth, is like a society in which freedom of expression is limited.
  • scientists who are free to speak their minds but lack access to the literature have no advantage over scientists without the freedom to speak their minds
  • many-eyeballs theory
  • many voices from many perspectives
  • exactly what scientists must do to inch asymptotically toward certainty
  • devil’s advocate
  • enlisting as much help
  • validate knowledge claims in public
  • OA works best of all
    • My guess is that those who want to argue against this hypothesis are reacting in a knee-jerk fashion, perhaps based on personal motives. Nothing inherently wrong there, but it remains as a potential bias.
  • longevity in a free society
    • Interesting way to put it.
  • delay
  • the friction in a non-OA system
    • The academic equivalent of cute.
  • For scientific self-correction, OA is lubricant, not a precondition.
    • Catalyst?
  • much of the scientific progress in the 16th and 17th centuries was due to the spread of print itself and the wider access it allowed for new results
    • Neat way to frame it.
  • Limits on access (like limits on liberty) are not deal-breakers, just friction in the system
    • “See? We’re not opposed to you. We just think there’s a more efficient way to do things.”
  • OA can affect knowledge itself, or the process by which knowledge claims become knowledge
  • pragmatic arguments
    • Pretty convincing ones.
  • The Millian argument for OA is not the “wisdom of crowds”
    • Not exclusively, but it does integrate the diversity of viewpoints made obvious through crowdsourcing.
  • without attempting to synthesize them
    • If “wisdom of crowds” really is about synthesis, then it’s nothing more than groupthink.
  • peer review and the kind of empirical content that underlies what Karl Popper called falsifiability
    • I personally hope that a conversation about these will occur soon. What OA makes possible, in a way, is to avoid the dangers which come from the social dimension of “peerness.” This was addressed earlier, and I see a clear connection with “avoiding groupthink.” But the assumption that peer-review, in its current form, has reached some ultimate and eternal value as a validation system can be questioned in the context of OA.
  • watchdogs
  • Such online watchdogs were among those who first identified problems with images and other data in a cloning paper published in Science by Woo Suk Hwang, a South Korean researcher. The research was eventually found to be fraudulent, and the journal retracted the paper….
    • Not only is it fun as a “success story” (CHE’s journalistic bent), but it may help some people understand that there is satisfaction to be found in fact-checking. In fact, verification can be self-rewarding, in an appropriate context. Seems obvious enough to many academics but it sounds counterintuitive to those who think of academia as waged labour.

Round-up

Really impressive round-up of recent news related to Open Access. What I tend to call a “linkfest.”

What follows is my personal selection, based on diverse interests.