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Free from Freelance

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For my Happiness Anniversary, this year, I got myself a brand new job.

Ok, it was two days late and a job isn’t really a gift. But it’s the thought that counts.

We’ll see how things go, but the position (Learning Technology Advisor) is right in line with things I already enjoy doing. Such as enabling technological appropriation in learning contexts. And holding thoughtful group discussions on interesting issues. And trying out new tools. And discussing learning objects and learning objectives. All things I’d probably do, regardless of my employment status.

So the work itself is likely to be very satisfying.

It’s been a while since I’ve had a fulltime dayjob. Years. Not that I haven’t been employed fulltime during that period. I did cumulate quite a few hours of work, most years. But they were part of different jobs, contracts, contexts. Which means that very significant a part of my “bandwidth” had to do with professional development. It also meant that my status tended to fluctuate. Teaching part-time was a large part of it, but a major distinction between part-time workers and fulltime ones relates to identity, status, recognition. For instance, sharing an office with a few colleagues is quite different from having your own.

I start my new job Tuesday, so I’ll know more by then (such as the office situation). But I’m already getting different interactions with people, such as this one teacher who says that we now have good reasons to be even better friends.

What’s funny is that the onset of my 2008 Happiness Phase coincided with my shift to freelancing. Had been doing several different things before that, mostly revolving around teaching and learning. But, from that point on, I allowed myself to take on contracts as a freelancer. I was no longer a Ph.D. candidate trying to squeeze in some work opportunity in view of an academic job. I was in control of my professional life, despite all the difficulties associated with freelancing.

It was a nice run. Ebbs and flows. Had the opportunity to try out many different things, sometimes within the same period of time. Landed a part-time position at a startup/community organization where the fit wasn’t great. Struggled to find a balance between acting as my own self and looking for new opportunities at every occasion. Had slow periods which made me question things. Coped with health issues in ways which would have been impossible while working fulltime. Invested time and money in all sorts of things to improve my life as a self-employed individual…

Overall, I learnt a lot. Much of it will be useful in fulltime work.

Though the job is fulltime, it’s based on a renewable contract. When, during the job interview, the HR advisor asked me for my thoughts on this situation, my whole freelance experience was behind me. No, it’s not an issue. I’ll manage even if it’s not renewed. But I’m starting a new life.

Something else about this new life connects to 2008. It’s in a Cegep.

Cegeps are Quebec public colleges for both vocational and pre-university education. I care deeply enough about the Cegep system to defend it. More than once. It’s occasionally under attack by politicians who try to stir things up. But it’s a part of post-secondary education in Quebec which makes it unique. Having taught in diverse places, I find that it makes a significant improvement in university life here. It also enables the kinds of training and learning that  people really need, as “adulteens” (very young adults who are also “teen-aged”). In the past week, even before settling down in my new position, I got to see some impressive things happening in Cegeps. I sincerely think that cegeps are an example to follow, not an anomaly. Similar systems exist elsewhere (from “gymnasium” and “international baccalaureate” to “prep schools” and “community colleges”). But Quebec’s Cegep network is its own very specific thing, fully adapted to its own cultural and social context.

Surely, I’ll have a lot more to say about Cegeps as I work in one.

The connection to 2008 is much more personal. At the time, I was going through a difficult transition in my life. Questioning all sorts of things. Growing dissatisfied with the model for university careers (especially tenure-track professorships and what they entail). Thinking of “what I could do with my life”…

…when it suddenly hit me: I could work in a Cegep.

Can still remember the overwhelming feeling of comfort I experienced when that thought hit me. It was so obvious! So fitting! Sure, there’d be some difficulties, but nothing impossible. I was ready, then, to embark in a Cegep career.

It’s not what happened, right away. I came back to Quebec from Texas and applied to a few things in Cegeps. Was getting other contracts, including teaching contracts at Concordia (where I started teaching in 2006). Never abandoned the idea of working in a Cegep but “life had other plans”, at the time.

I did do several things which got me closer to the Cegep system. Including participations in every MoodleDay event at Dawson. And workshops with Cegep institutions. I even participated in a living lab on educational innovation with the very organization which just hired me (lab summary in French). Without really noticing it, I was preparing myself to join the Cegep World.

One obvious possibility was to add Cegep courses to my part-time teaching load or eventually becoming fulltime as a Cegep teacher. Cegep teaching has clear advantages over university teaching. Simply put, Cegep teachers are allowed to care about learning. University professors who care about pedagogical issues bump into lots of hurdles. Since I care a whole lot about teaching (and I can still do actual research without a tenured position), it sounded like the right place for me. Friends and acquaintances who work in Cegeps kept telling me things which made the fit even more obvious. Though grades do matter in Cegeps, the obsession with grades is much less of an issue in Cegeps than in universities. I care enough about this that I co-organized a public conversation on grades, back in November 2013. Of course, the Cegep population is quite different (and often younger) than the university population. Having taught in the US where people enter university or college directly from high school, I didn’t think it’d be an issue.

But teaching Cegep students directly wasn’t the only option. Having accumulated some expertise on post-secondary learning through 15 years of teaching experience, I was starting to think about being a learning advisor of some sort. This is finally happening, officially.

I’ve often acted as an informal advisor for people. Even during my M.Sc., I would discuss a Ph.D. student’s research in pretty much the way an advisor would. Not the advisor who focuses on logistics and rules and citation impact. But the person who challenges you to rethink a research question or brings you to think of your whole project in a completely new way. Since then, I’ve done the same thing numerous times without ever having an official title to go with it. I’d occasionally get a bit of (informal) credit for it, but I wasn’t aiming for that. I just enjoy helping people in this way.

I also became something of a mentor to some people. For instance, in  view of a pilot project at Concordia, I was able to mentor two teaching assistants who were holding classes in parallel with me. The mentoring included tips and tricks about classroom management along with deeper things on the meaning of university learning. It was still a limited scope, but it was in line with things I wanted to do.

What was even more fitting, given my new position, is that I became the “go-to person” for several things having to do with technology in learning and teaching. This all started in 2007 when, through the Spirit of Inquiry conference, I started collaborating with Concordia’s Centre for Teaching and Learning Services. Created workshops, did screencasts, experimented with some solutions, answered informal questions… Without being employed directly by CTLS, I think it’s fair to say (as several people have been saying) that I was playing a key role in terms of learning technology at Concordia.

There’s a pattern, here. From diverse activities as a freelancer, I now get to merge things to be Learning Technology Advisor at Vitrine technologie-éducation.

Good times!

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Santé encourageante

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Il y a un an, jour pour jour, aujourd’hui, j’étais dans un piteux état, physiquement. Aujourd’hui, je suis dans la meilleure forme physique que j’ai été depuis au moins dix ans. Une chance que j’ai eu un peu d’encouragement.

J’hésite à écrire ce billet. Bloguer à propos de ma santé a pas toujours des effets très positifs. Mais je crois que c’est important, pour moi, de décrire tout ça. Pour moi-même, d’abord, parce que j’aime bien les anniversaires. Mais pour les autres, aussi, si ça peut les encourager. J’espère simplement que ça peut m’aider à parler moins de santé et de me concentrer sur autres choses. Avec une énergie renouvelée, je suis prêt à passer à d’autres étapes. Peu importe ce qui arrive, 2014 risque d’être une année très différente de 2013.

Depuis plusieurs années, ma condition physique  a été une source de beaucoup de soucis et, surtout, de découragement. Il y a près de vingt ans, j’ai commencé à souffrir de divers problèmes de santé. Jusqu’à maintenant, j’ai aucune idée de ce qui s’est vraiment passé. Ma période la plus sombre a débuté par un ulcère d’estomac qui fut suivi de reflux gastro-œsophagien. Par la suite, j’ai subi des problèmes chroniques sur lesquels je n’élaborerai plus (l’ayant fait plus tôt),  que j’ai trouvé particulièrement handicapants. Je commence à peine à me sortir de tout ça. Et ça dure depuis mon deuxième séjour au Mali, en 2002.

À plusieurs reprises au cours de ces années, j’ai pris la décision de prendre ma santé en main. Pas si facile. J’avais toute la motivation du monde mais, au final, assez peu de support.

Oh, pas que les gens aient été de mauvaise volonté. Mes amis et mes proches ont fait tout ce qui leur était possible, pour m’aider. Mais c’est pas facile, pour plusieurs raisons. Une d’entre elles est que je suis «difficile à aider», en ce sens que j’accepte rarement de l’aide. Mais le problème le plus épineux c’est que l’aide dont j’avais besoin était bien spécifique. Beaucoup de choses que les gens font, de façon tout-à-fait anodine, ont surtout un impact négatif sur moi. Pas de leur faute, mais une petite phrase lancée comme si de rien n’était peut me décourager assez profondément. Sans compter que ces gens ne sont pas spécialistes de mes problèmes et que j’avais besoin de spécialistes. Au moins, un médecin généraliste ou autre professionnel de la santé (agréé par notre système médical) qui puisse me comprendre et me prendre au sérieux. Ma condition avait pu s’améliorer grâce à diverses personnes mais ces personnes n’ont que peu de possibilité d’agir, dans notre système de santé. Mon médecin de famille ayant arrêté de pratiquer, il me manquait une personne habilitée à m’aider en prenant mon cas en main.

C’est beaucoup ce qui s’est passé, en 2013, pour moi. C’est en ayant accès à quelques spécialistes que j’ai pu améliorer ma santé. Et tout ça a commencé le 3 janvier, 2013.

Je revenais de passer quelque-chose chez mon frère, à Aylmer. Ces quelques jours ont été très pénibles, pour moi. Je souffrais d’énormes maux de têtes, qui avaient commencé à se multiplier au cours des mois précédents et mes problèmes d’œsophage étaient tels que je n’en arrivais plus à dormir. Mes autres problèmes me décourageaient encore plus. Vraiment, «rien n’allait plus».

Pourtant, j’avais déjà fait beaucoup d’efforts pour me sentir mieux, pendant des années.  Des efforts qui ne portaient fruit que sporadiquement et qui ne se remarquaient pas vraiment de l’extérieur. Une recette pour le découragement. Ma santé semblait sans issue. Dans de telles situations, «les gens» ont l’habitude de parler de résignation, de pointer vers leurs propres bobos, de minimiser la souffrance de l’autre… Normales, comme réactions. Mais pas très utiles dans mon cas.

Les choses ont commencé à changer dans la soirée du 3 janvier. Sachant que mes maux de tête pouvaient avoir un lien à l’hypertension, me suis acheté un tensiomètre à la pharmacie.

Tensio

À 20:53, le 3 janvier 2013, j’ai fait une lecture de ma tension artérielle.

Systolique: 170
Diastolique: 110

Pas rassurant. Ni encourageant.

J’ai appelé la ligne Info-Santé, un service téléphonique inestimable mais sous-estimé qui est disponible au 811 partout au Québec. L’infirmière qui m’a répondu m’a encouragé, comme elles le font souvent, de consulter un médecin. Elle m’a aussi donné plusieurs conseils et donné de l’information au sujet des moments où ce serait réellement urgent de consulter dans les plus brefs délais. Pour certains, ça peut paraître peu. Mais, pour moi, ç’a été la première forme de support dont j’ai bénéficié pendant l’année. Le premier encouragement. Enfin, ma condition était suffisamment sérieuse pour que je sois pris au sérieux. Et de l’aide est disponible dans un tel cas.

C’est donc le lendemain, 4 janvier 2013, que je suis allé consulter. C’est un peu à ce moment que «ma chance a basculé». L’infirmière d’Info-Santé m’avait donné le numéro d’une clinique sans rendez-vous assez près de chez moi. Cette clinique offre un service d’inscription par téléphone, qui fait office de rendez-vous sans en être un. En appelant ce numéro tôt le matin, j’étais en mesure de me réserver une place pour voir un médecin dans une certaine plage horaire. J’ai donc pu consulter avec le Dr Anthony Rizzuto, en ce beau jour du 4 janvier 2013.

Le Dr Rizzuto avait l’attitude idéale pour me traiter. Sans montrer d’inquiétude, il a pris mon cas au sérieux. En m’auscultant et en me posant quelques questions, il a rapidement compris une grande partie de la situation et a demandé que je puisse passer un ECG à la clinique. Avec ces résultats et les autres données de mon dossier, il m’a offert deux options. Une était de traiter mon hypertension par l’alimentation. Perdre 10% de mon poids et de faire de l’exercice physique mais, surtout, éliminer tout sodium. L’autre option était de prendre un médicament, tout d’abord à très petite dose pour augmenter par la suite. Dans un cas comme dans l’autre, je pouvais maintenant être suivi. Les deux options étaient présentées sans jugement. Compte tenu de mes problèmes digestifs, la première me semblait particulièrement difficile, ce sur quoi le Dr Rizzuto a démontré la juste note d’empathie (contrairement à beaucoup de médecins et même un prof de psycho qui font de la perte de poids une question de «volonté»). Même si je suis pas friand des médicaments, j’ai opté pour la seconde option, tout en me disant que j’allais essayer la première. En deux-trois phrases, le Dr Rizzuto m’a donné plus d’encouragement que bien des gens.

J’ai pris mon premier comprimé de Ramipril en mangeant mon premier repas de la journée. Je réfléchissais à mon alimentation, à la possibilité d’éliminer le sodium et de réduire mon apport calorique, tout en faisant de l’exercice physique. Ayant essayé, à plusieurs reprises, de trouver une forme d’exercice qui me conviendrait et étant passé par des diètes très strictes, l’encouragement du Dr Rizzuto était indispensable.

Même si les gens confondent souvent les deux concepts, je considère l’encouragement comme étant bien plus important et bien plus efficace que la motivation. Faut dire que je suis de ceux qui sont mus par une très forte motivation intrinsèque. C’est d’ailleurs quelque-chose que je comprends de mieux en mieux, au fil des années. Malgré les apparences, je dispose d’une «volonté» (“willpower”) très forte. C’est un peu pour ça que je n’ai jamais été accro à quoi que ce soit (pas même le café) et c’est comme ça que j’arrive avec une certaine facilité à changer des choses, dans ma vie. Mais ma motivation nécessite quelque-chose d’autres. Du «répondant». De l’inspiration, dans des contextes de créativité. De l’encouragement, quand je suis désespéré.

Ma motivation intrinsèque d’atteindre un meilleur niveau de santé avait atteint son paroxysme des mois plus tôt et se maintient depuis tout ce temps. J’avais besoin de me sentir mieux. Même si je ne me souviens pas d’avoir manqué une seule journée de travail pendant ma vie adulte, mon niveau d’énergie avait considérablement baissé. Plus directement, les maux de tête que je subissais de plus en plus fréquemment me faisaient peur. J’ai dit, depuis, que c’est la peur de faire un AVC qui m’a poussé. C’est pas tout-à-fait exact. J’étais poussé par ma motivation intrinsèque, de toutes façons. L’éventualité de faire un AVC avait plutôt tendance à m’empêcher d’agir. Ce qui est vrai, c’est que c’est plus à l’AVC qu’à l’infarctus que je pensais, à cet époque. Certains peuvent trouver ça étrange, puisqu’un infarctus est probablement plus grave, surtout à mon âge. Mais la peur est pas nécessairement un phénomène rationnel et mes maux de tête me faisaient craindre un accident qui pourrait rendre ma vie misérable. D’où une «motivation» liée à l’AVC. J’ai pas vraiment l’habitude d’avoir peur. Mais cette éventualité me hantait bien plus que la notion d’avoir un autre trouble de santé, y compris le cancer. (Je connais plusieurs personnes qui ont eu le cancer et, même si certaines en sont décédées, je me sens mieux équipé pour affronter cette maladie que de survivre à un AVC.)

Donc, j’en suis là, mangeant un petit-déjeuner, dans un resto de mon quartier, réfléchissant à mes options. Et prenant la mesure des encouragements du Dr Rizzuto, pour utiliser l’approche diététique de l’hypertension (DASH). Il m’a pas dit que j’étais capable de le faire. Il m’a pas donné des trucs pour y arriver. Mais, surtout, il m’a pas jugé et il m’a pas balayé du revers de la main. En fait, il me prenait en main.

Sans devenir mon médecin de famille.

Ce n’est qu’en juin que, grâce au Dr Rizzuto, j’ai pu avoir un rendez-vous avec ma médecin de famille. Lors de ma première consultation avec le Dr Rizzuto, il me donné un petit signet sur lequel il y avait des informations au sujet du Guichet d’accès à un médecin de famille, dans mon quartier. J’ai appelé rapidement, mais le processus est long. D’ailleurs, le processus s’est étendu bien au-delà de ce qui était prévu, pour toutes sortes de raison. Même que la médecin de famille avec laquelle j’ai pu avoir un rendez-vous, la Dre Sophie Mourey, n’était pas la même personne qui m’était assignée. Reste que, sans l’approche encourageante du Dr Rizzuto, je n’aurais probablement pas de médecin de famille à l’heure qu’il est.

Et je n’aurais probablement pas accompli ce que j’ai pu accomplir dans l’année qui a suivi.

Qu’ai-je accompli? À la fois pas grand-chose et tout ce qui compte. J’ai fait plus de 2000km de marche à pieds et 1870 miles de vélo sur place (à une moyenne de 18miles/heure pendant environ trois heures par semaine, au cours des derniers mois). J’ai débuté une routine quotidienne de yoga (pour une moyenne de quatre heures par semaine, depuis l’été). J’ai baissé mon pouls au repos d’environ 90 battements par minute à moins de 60 battements par minute. J’ai évidemment baissé ma tension artérielle, d’abord aidé par le Ramipril (5mg), mais maintenant presque sous contrôle. Encore plus important pour moi, j’ai fini par trouver une façon de grandement diminuer certains de mes autres problèmes de santé, ce qui me donne l’espoir de pouvoir en enrayer certains au cours des prochains mois.

Donc, comme le disait la Dre Mourey, mon bilan de santé est bien encourageant.

Ah oui, incidemment… j’ai aussi perdu 15kg (33lbs.). Sans beaucoup d’effort et juste un petit peu de motivation.

20140103-162006.jpg

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Reply to Alex Gagnon’s Google Paradox

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[Tried adding a comment directly on Alex Gagnon’s Posterous blog, but it kept stalling. So I’ll post this here, which may make for a different kind of interaction. Besides, I’d like to blog a bit more.]

The Google Paradox – Marc-Alexandre Gagnon.

We seem to be finding very different answers to rather similar questions. So I sincerely hope we’ll have the opportunity to meet and discuss these things in a local café.

But still, a few thoughts, in no particular order.

Let’s be clear on what we mean by “culture.” Sounds like there’s a tension, here, between the ways the concept signifies in: “cultural industry,” “Minister of culture,” “pop culture,” “our culture,” and “nature vs. culture.” As a cultural anthropologist, I tend to navigate more toward the latter contexts, but there are significant connections through these diverse conceptual frames.

Speaking of significance… It can be a useful concept, with some links to “relevance.” Especially if we think about Relevance Theory as defined by Deirdre Wilson and Dan Sperber. Their theory is about communication and cognition, with some strange claims about semiotics. Significance can bridge the gap between their notion of relevance and what insight semiotics may provide.

Chances are, you’re not really singling out Google, right? Blekko and Bing are providing similar results for similar reasons. Google may be the target of most SEO, but current search engines share a fairly unified notion of “quality content.”

Speaking of quality… As mentioned on Twitter, we might think of quality as a social construct. Especially “now.” The modern era had a lot to do with tastemakers, which were given some “authority/influence/power” through a rather specific social process. Similar to what @ChrisBrogan and @Julien call “trust agents.” In sociology, we talk about “gatekeepers” in pretty much the same way. And Duchamp woke a few people up in showing the effects of museumization. We had similar things in music, though my courses in musical æsthetics paid relatively little attention to these.
The basic insight from most “posts” (postcolonialism, poststructuralism, postmodernism, postnationalism, postindustrialism…) is that rigid structures may crumble. Totalitarian and authoritarian regimes, of course, but also the very idea of the Nation-State with “checkbox democracy” focused on the representation of predefined “interest groups.” Self-labeled arbiters of good taste, of course, but also the notion that “quality” is an immanent feature of the art object.

And speaking of art objects… People still talk about masterpieces, great works, and cathedrals. But we may also talk about the bazaar, “the eye of the beholder,” and “life as an art form.” Life is too short for everyone to be looking at the same old “artworks.” After all, “Life, sex, and art aren’t spectator sports.”

As for our logocentrism (“language media”), it’s difficult but possible to get beyond this ethnocentric bias. Part of this was prefigured in much 20th Century philosophy (from Russell to Davidson) and popular culture (Wings of Desire). But we can have a broader approach. In anthropology, we work on several things which are directly related to this, from linguistic anthropology and the ethnography of communication to cognitive anthropology and the anthropology of senses. We may live in a “visual” society but our obsession is with language. Which has a lot to do with the fact that the Internet was set in a Euro-American context.
But “our culture” isn’t a prison. We can adopt a broader worldview.

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WordPress as Content Directory: Getting Somewhere

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{I tend to ramble a bit. If you just want a step-by-step tutorial, you can skip to here.}

Woohoo!

I feel like I’ve reached a milestone in a project I’ve had in mind, ever since I learnt about Custom Post Types in WordPress 3.0: Using WordPress as a content directory.

The concept may not be so obvious to anyone else, but it’s very clear to me. And probably much clearer for anyone who has any level of WordPress skills (I’m still a kind of WP newbie).

Basically, I’d like to set something up through WordPress to make it easy to create, review, and publish entries in content databases. WordPress is now a Content Management System and the type of “content management” I’d like to enable has to do with something of a directory system.

Why WordPress? Almost glad you asked.

These days, several of the projects on which I work revolve around WordPress. By pure coincidence. Or because WordPress is “teh awsum.” No idea how representative my sample is. But I got to work on WordPress for (among other things): an academic association, an adult learners’ week, an institute for citizenship and social change, and some of my own learning-related projects.

There are people out there arguing about the relative value of WordPress and other Content Management Systems. Sometimes, WordPress may fall short of people’s expectations. Sometimes, the pro-WordPress rhetoric is strong enough to sound like fanboism. But the matter goes beyond marketshare, opinions, and preferences.

In my case, WordPress just happens to be a rather central part of my life, these days. To me, it’s both a question of WordPress being “the right tool for the job” and the work I end up doing being appropriate for WordPress treatment. More than a simple causality (“I use WordPress because of the projects I do” or “I do these projects because I use WordPress”), it’s a complex interaction which involves diverse tools, my skillset, my social networks, and my interests.

Of course, WordPress isn’t perfect nor is it ideal for every situation. There are cases in which it might make much more sense to use another tool (Twitter, TikiWiki, Facebook, Moodle, Tumblr, Drupal..). And there are several things I wish WordPress did more elegantly (such as integrating all dimensions in a single tool). But I frequently end up with WordPress.

Here are some things I like about WordPress:

This last one is where the choice of WordPress for content directories starts making the most sense. Not only is it easy for me to use and build on WordPress but the learning curves are such that it’s easy for me to teach WordPress to others.

A nice example is the post editing interface (same in the software and service). It’s powerful, flexible, and robust, but it’s also very easy to use. It takes a few minutes to learn and is quite sufficient to do a lot of work.

This is exactly where I’m getting to the core idea for my content directories.

I emailed the following description to the digital content editor for the academic organization for which I want to create such content directories:

You know the post editing interface? What if instead of editing posts, someone could edit other types of contents, like syllabi, calls for papers, and teaching resources? What if fields were pretty much like the form I had created for [a committee]? What if submissions could be made by people with a specific role? What if submissions could then be reviewed by other people, with another role? What if display of these items were standardised?

Not exactly sure how clear my vision was in her head, but it’s very clear for me. And it came from different things I’ve seen about custom post types in WordPress 3.0.

For instance, the following post has been quite inspiring:

I almost had a drift-off moment.

But I wasn’t able to wrap my head around all the necessary elements. I perused and read a number of things about custom post types, I tried a few things. But I always got stuck at some point.

Recently, a valuable piece of the puzzle was provided by Kyle Jones (whose blog I follow because of his work on WordPress/BuddyPress in learning, a focus I share).

Setting up a Staff Directory using WordPress Custom Post Types and Plugins | The Corkboard.

As I discussed in the comments to this post, it contained almost everything I needed to make this work. But the two problems Jones mentioned were major hurdles, for me.

After reading that post, though, I decided to investigate further. I eventually got some material which helped me a bit, but it still wasn’t sufficient. Until tonight, I kept running into obstacles which made the process quite difficult.

Then, while trying to solve a problem I was having with Jones’s code, I stumbled upon the following:

Rock-Solid WordPress 3.0 Themes using Custom Post Types | Blancer.com Tutorials and projects.

This post was useful enough that I created a shortlink for it, so I could have it on my iPad and follow along: http://bit.ly/RockSolidCustomWP

By itself, it might not have been sufficient for me to really understand the whole process. And, following that tutorial, I replaced the first bits of code with use of the neat plugins mentioned by Jones in his own tutorial: More Types, More Taxonomies, and More Fields.

I played with this a few times but I can now provide an actual tutorial. I’m now doing the whole thing “from scratch” and will write down all steps.

This is with the WordPress 3.0 blogging software installed on a Bluehost account. (The WordPress.com blogging service doesn’t support custom post types.) I use the default Twenty Ten theme as a parent theme.

Since I use WordPress Multisite, I’m creating a new test blog (in Super Admin->Sites, “Add New”). Of course, this wasn’t required, but it helps me make sure the process is reproducible.

Since I already installed the three “More Plugins” (but they’re not “network activated”) I go in the Plugins menu to activate each of them.

I can now create the new “Product” type, based on that Blancer tutorial. To do so, I go to the “More Types” Settings menu, I click on “Add New Post Type,” and I fill in the following information: post type names (singular and plural) and the thumbnail feature. Other options are set by default.

I also set the “Permalink base” in Advanced settings. Not sure it’s required but it seems to make sense.

I click on the “Save” button at the bottom of the page (forgot to do this, the last time).

I then go to the “More Fields” settings menu to create a custom box for the post editing interface.

I add the box title and change the “Use with post types” options (no use in having this in posts).

(Didn’t forget to click “save,” this time!)

I can now add the “Price” field. To do so, I need to click on the “Edit” link next to the “Product Options” box I just created and add click “Add New Field.”

I add the “Field title” and “Custom field key”:

I set the “Field type” to Number.

I also set the slug for this field.

I then go to the “More Taxonomies” settings menu to add a new product classification.

I click “Add New Taxonomy,” and fill in taxonomy names, allow permalinks, add slug, and show tag cloud.

I also specify that this taxonomy is only used for the “Product” type.

(Save!)

Now, the rest is more directly taken from the Blancer tutorial. But instead of copy-paste, I added the files directly to a Twenty Ten child theme. The files are available in this archive.

Here’s the style.css code:

/*
Theme Name: Product Directory
Theme URI: http://enkerli.com/
Description: A product directory child theme based on Kyle Jones, Blancer, and Twenty Ten
Author: Alexandre Enkerli
Version: 0.1
Template: twentyten
*/
@import url("../twentyten/style.css");

The code for functions.php:

<!--?php /**  * ProductDir functions and definitions  * @package WordPress  * @subpackage Product_Directory  * @since Product Directory 0.1  */ /*Custom Columns*/ add_filter("manage_edit-product_columns", "prod_edit_columns"); add_action("manage_posts_custom_column",  "prod_custom_columns"); function prod_edit_columns($columns){ 		$columns = array( 			"cb" =--> "<input type="\&quot;checkbox\&quot;" />",
			"title" => "Product Title",
			"description" => "Description",
			"price" => "Price",
			"catalog" => "Catalog",
		);

		return $columns;
}

function prod_custom_columns($column){
		global $post;
		switch ($column)
		{
			case "description":
				the_excerpt();
				break;
			case "price":
				$custom = get_post_custom();
				echo $custom["price"][0];
				break;
			case "catalog":
				echo get_the_term_list($post->ID, 'catalog', '', ', ','');
				break;
		}
}
?>

And the code in single-product.php:

<!--?php /**  * Template Name: Product - Single  * The Template for displaying all single products.  *  * @package WordPress  * @subpackage Product_Dir  * @since Product Directory 1.0  */ get_header(); ?-->
<div id="container">
<div id="content">
<!--?php the_post(); ?-->

<!--?php 	$custom = get_post_custom($post--->ID);
	$price = "$". $custom["price"][0];

?>
<div id="post-<?php the_ID(); ?><br />">>
<h1 class="entry-title"><!--?php the_title(); ?--> - <!--?=$price?--></h1>
<div class="entry-meta">
<div class="entry-content">
<div style="width: 30%; float: left;">
			<!--?php the_post_thumbnail( array(100,100) ); ?-->
			<!--?php the_content(); ?--></div>
<div style="width: 10%; float: right;">
			Price
<!--?=$price?--></div>
</div>
</div>
</div>
<!-- #content --></div>
<!-- #container -->

<!--?php get_footer(); ?-->

That’s it!

Well, almost..

One thing is that I have to activate my new child theme.

So, I go to the “Themes” Super Admin menu and enable the Product Directory theme (this step isn’t needed with single-site WordPress).

I then activate the theme in Appearance->Themes (in my case, on the second page).

One thing I’ve learnt the hard way is that the permalink structure may not work if I don’t go and “nudge it.” So I go to the “Permalinks” Settings menu:

And I click on “Save Changes” without changing anything. (I know, it’s counterintuitive. And it’s even possible that it could work without this step. But I spent enough time scratching my head about this one that I find it important.)

Now, I’m done. I can create new product posts by clicking on the “Add New” Products menu.

I can then fill in the product details, using the main WYSIWYG box as a description, the “price” field as a price, the “featured image” as the product image, and a taxonomy as a classification (by clicking “Add new” for any tag I want to add, and choosing a parent for some of them).

Now, in the product management interface (available in Products->Products), I can see the proper columns.

Here’s what the product page looks like:

And I’ve accomplished my mission.

The whole process can be achieved rather quickly, once you know what you’re doing. As I’ve been told (by the ever-so-helpful Justin Tadlock of Theme Hybrid fame, among other things), it’s important to get the data down first. While I agree with the statement and its implications, I needed to understand how to build these things from start to finish.

In fact, getting the data right is made relatively easy by my background as an ethnographer with a strong interest in cognitive anthropology, ethnosemantics, folk taxonomies (aka “folksonomies“), ethnography of communication, and ethnoscience. In other words, “getting the data” is part of my expertise.

The more technical aspects, however, were a bit difficult. I understood most of the principles and I could trace several puzzle pieces, but there’s a fair deal I didn’t know or hadn’t done myself. Putting together bits and pieces from diverse tutorials and posts didn’t work so well because it wasn’t always clear what went where or what had to remain unchanged in the code. I struggled with many details such as the fact that Kyle Jones’s code for custom columns wasn’t working first because it was incorrectly copied, then because I was using it on a post type which was “officially” based on pages (instead of posts). Having forgotten the part about “touching” the Permalinks settings, I was unable to get a satisfying output using Jones’s explanations (the fact that he doesn’t use titles didn’t really help me, in this specific case). So it was much harder for me to figure out how to do this than it now is for me to build content directories.

I still have some technical issues to face. Some which are near essential, such as a way to create archive templates for custom post types. Other issues have to do with features I’d like my content directories to have, such as clearly defined roles (the “More Plugins” support roles, but I still need to find out how to define them in WordPress). Yet other issues are likely to come up as I start building content directories, install them in specific contexts, teach people how to use them, observe how they’re being used and, most importantly, get feedback about their use.

But I’m past a certain point in my self-learning journey. I’ve built my confidence (an important but often dismissed component of gaining expertise and experience). I found proper resources. I understood what components were minimally necessary or required. I succeeded in implementing the system and testing it. And I’ve written enough about the whole process that things are even clearer for me.

And, who knows, I may get feedback, questions, or advice..

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Academics and Their Publics

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Misunderstood by Raffi Asdourian
Misunderstood by Raffi Asdourian

Academics are misunderstood.

Almost by definition.

Pretty much any academic eventually feels that s/he is misunderstood. Misunderstandings about some core notions in about any academic field are involved in some of the most common pet peeves among academics.

In other words, there’s nothing as transdisciplinary as misunderstanding.

It can happen in the close proximity of a given department (“colleagues in my department misunderstand my work”). It can happen through disciplinary boundaries (“people in that field have always misunderstood our field”). And, it can happen generally: “Nobody gets us.”

It’s not paranoia and it’s probably not self-victimization. But there almost seems to be a form of “onedownmanship” at stake with academics from different disciplines claiming that they’re more misunderstood than others. In fact, I personally get the feeling that ethnographers are more among the most misunderstood people around, but even short discussions with friends in other fields (including mathematics) have helped me get the idea that, basically, we’re all misunderstood at the same “level” but there are variations in the ways we’re misunderstood. For instance, anthropologists in general are mistaken for what they aren’t based on partial understanding by the general population.

An example from my own experience, related to my decision to call myself an “informal ethnographer.” When you tell people you’re an anthropologist, they form an image in their minds which is very likely to be inaccurate. But they do typically have an image in their minds. On the other hand, very few people have any idea about what “ethnography” means, so they’re less likely to form an opinion of what you do from prior knowledge. They may puzzle over the term and try to take a guess as to what “ethnographer” might mean but, in my experience, calling myself an “ethnographer” has been a more efficient way to be understood than calling myself an “anthropologist.”

This may all sound like nitpicking but, from the inside, it’s quite impactful. Linguists are frequently asked about the number of languages they speak. Mathematicians are taken to be number freaks. Psychologists are perceived through the filters of “pop psych.” There are many stereotypes associated with engineers. Etc.

These misunderstandings have an impact on anyone’s work. Not only can it be demoralizing and can it impact one’s sense of self-worth, but it can influence funding decisions as well as the use of research results. These misunderstandings can underminine learning across disciplines. In survey courses, basic misunderstandings can make things very difficult for everyone. At a rather basic level, academics fight misunderstandings more than they fight ignorance.

The  main reason I’m discussing this is that I’ve been given several occasions to think about the interface between the Ivory Tower and the rest of the world. It’s been a major theme in my blogposts about intellectuals, especially the ones in French. Two years ago, for instance, I wrote a post in French about popularizers. A bit more recently, I’ve been blogging about specific instances of misunderstandings associated with popularizers, including Malcolm Gladwell’s approach to expertise. Last year, I did a podcast episode about ethnography and the Ivory Tower. And, just within the past few weeks, I’ve been reading a few things which all seem to me to connect with this same issue: common misunderstandings about academic work. The connections are my own, and may not be so obvious to anyone else. But they’re part of my motivations to blog about this important issue.

In no particular order:

But, of course, I think about many other things. Including (again, in no particular order):

One discussion I remember, which seems to fit, included comments about Germaine Dieterlen by a friend who also did research in West Africa. Can’t remember the specifics but the gist of my friend’s comment was that “you get to respect work by the likes of Germaine Dieterlen once you start doing field research in the region.” In my academic background, appreciation of Germaine Dieterlen’s may not be unconditional, but it doesn’t necessarily rely on extensive work in the field. In other words, while some parts of Dieterlen’s work may be controversial and it’s extremely likely that she “got a lot of things wrong,” her work seems to be taken seriously by several French-speaking africanists I’ve met. And not only do I respect everyone but I would likely praise someone who was able to work in the field for so long. She’s not my heroine (I don’t really have heroes) or my role-model, but it wouldn’t have occurred to me that respect for her wasn’t widespread. If it had seemed that Dieterlen’s work had been misunderstood, my reflex would possibly have been to rehabilitate her.

In fact, there’s  a strong academic tradition of rehabilitating deceased scholars. The first example which comes to mind is a series of articles (PDF, in French) and book chapters by UWO linguistic anthropologist Regna Darnell.about “Benjamin Lee Whorf as a key figure in linguistic anthropology.” Of course, saying that these texts by Darnell constitute a rehabilitation of Whorf reveals a type of evaluation of her work. But that evaluation comes from a third person, not from me. The likely reason for this case coming up to my mind is that the so-called “Sapir-Whorf Hypothesis” is among the most misunderstood notions from linguistic anthropology. Moreover, both Whorf and Sapir are frequently misunderstood, which can make matters difficulty for many linguistic anthropologists talking with people outside the discipline.

The opposite process is also common: the “slaughtering” of “sacred cows.” (First heard about sacred cows through an article by ethnomusicologist Marcia Herndon.) In some significant ways, any scholar (alive or not) can be the object of not only critiques and criticisms but a kind of off-handed dismissal. Though this often happens within an academic context, the effects are especially lasting outside of academia. In other words, any scholar’s name is likely to be “sullied,” at one point or another. Typically, there seems to be a correlation between the popularity of a scholar and the likelihood of her/his reputation being significantly tarnished at some point in time. While there may still be people who treat Darwin, Freud, Nietzsche, Socrates, Einstein, or Rousseau as near divinities, there are people who will avoid any discussion about anything they’ve done or said. One way to put it is that they’re all misunderstood. Another way to put it is that their main insights have seeped through “common knowledge” but that their individual reputations have decreased.

Perhaps the most difficult case to discuss is that of Marx (Karl, not Harpo). Textbooks in introductory sociology typically have him as a key figure in the discipline and it seems clear that his insight on social issues was fundamental in social sciences. But, outside of some key academic contexts, his name is associated with a large series of social events about which people tend to have rather negative reactions. Even more so than for Paul de Man or  Martin Heidegger, Marx’s work is entangled in public opinion about his ideas. Haven’t checked for examples but I’m quite sure that Marx’s work is banned in a number of academic contexts. However, even some of Marx’s most ardent opponents are likely to agree with several aspects of Marx’s work and it’s sometimes funny how Marxian some anti-Marxists may be.

But I digress…

Typically, the “slaughtering of sacred cows” relates to disciplinary boundaries instead of social ones. At least, there’s a significant difference between your discipline’s own “sacred cows” and what you perceive another discipline’s “sacred cows” to be. Within a discipline, the process of dismissing a prior scholar’s work is almost œdipean (speaking of Freud). But dismissal of another discipline’s key figures is tantamount to a rejection of that other discipline. It’s one thing for a physicist to show that Newton was an alchemist. It’d be another thing entirely for a social scientist to deconstruct James Watson’s comments about race or for a theologian to argue with Darwin. Though discussions may have to do with individuals, the effects of the latter can widen gaps between scholarly disciplines.

And speaking of disciplinarity, there’s a whole set of issues having to do with discussions “outside of someone’s area of expertise.” On one side, comments made by academics about issues outside of their individual areas of expertise can be very tricky and can occasionally contribute to core misunderstandings. The fear of “talking through one’s hat” is quite significant, in no small part because a scholar’s prestige and esteem may greatly decrease as a result of some blatantly inaccurate statements (although some award-winning scholars seem not to be overly impacted by such issues).

On the other side, scholars who have to impart expert knowledge to people outside of their discipline  often have to “water down” or “boil down” their ideas and, in effect, oversimplifying these issues and concepts. Partly because of status (prestige and esteem), lowering standards is also very tricky. In some ways, this second situation may be more interesting. And it seems unavoidable.

How can you prevent misunderstandings when people may not have the necessary background to understand what you’re saying?

This question may reveal a rather specific attitude: “it’s their fault if they don’t understand.” Such an attitude may even be widespread. Seems to me, it’s not rare to hear someone gloating about other people “getting it wrong,” with the suggestion that “we got it right.”  As part of negotiations surrounding expert status, such an attitude could even be a pretty rational approach. If you’re trying to position yourself as an expert and don’t suffer from an “impostor syndrome,” you can easily get the impression that non-specialists have it all wrong and that only experts like you can get to the truth. Yes, I’m being somewhat sarcastic and caricatural, here. Academics aren’t frequently that dismissive of other people’s difficulties understanding what seem like simple concepts. But, in the gap between academics and the general population a special type of intellectual snobbery can sometimes be found.

Obviously, I have a lot more to say about misunderstood academics. For instance, I wanted to address specific issues related to each of the links above. I also had pet peeves about widespread use of concepts and issues like “communities” and “Eskimo words for snow” about which I sometimes need to vent. And I originally wanted this post to be about “cultural awareness,” which ends up being a core aspect of my work. I even had what I might consider a “neat” bit about public opinion. Not to mention my whole discussion of academic obfuscation (remind me about “we-ness and distinction”).

But this is probably long enough and the timing is right for me to do something else.

I’ll end with an unverified anecdote that I like. This anecdote speaks to snobbery toward academics.

[It’s one of those anecdotes which was mentioned in a course I took a long time ago. Even if it’s completely fallacious, it’s still inspiring, like a tale, cautionary or otherwise.]

As the story goes (at least, what I remember of it), some ethnographers had been doing fieldwork  in an Australian cultural context and were focusing their research on a complex kinship system known in this context. Through collaboration with “key informants,” the ethnographers eventually succeeded in understanding some key aspects of this kinship system.

As should be expected, these kinship-focused ethnographers wrote accounts of this kinship system at the end of their field research and became known as specialists of this system.

After a while, the fieldworkers went back to the field and met with the same people who had described this kinship system during the initial field trip. Through these discussions with their “key informants,” the ethnographers end up hearing about a radically different kinship system from the one about which they had learnt, written, and taught.

The local informants then told the ethnographers: “We would have told you earlier about this but we didn’t think you were able to understand it.”

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Actively Reading: Organic Ideas for Startups

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Been using Diigo as a way to annotate online texts. In this case, I was as interested in the tone as in the text itself. At the same time, I kept thinking about things which seem to be missing from Diigo.
Organic Startup Ideas
http://www.paulgraham.com/organic.html

One thing I like about this text is its tone. There’s an honesty, an ingenuity that I find rare in this type of writing.

  • startup ideas
    • The background is important, in terms of the type of ideas about which we’re constructing something.
  • what do you wish someone would make for you?
    • My own itch has to do with Diigo, actually. There’s a lot I wish Diigo would make for me. I may be perceived as an annoyance, but I think my wishlist may lead to something bigger and possibly quite successful.
    • The difference between this question and the “scratch your own itch” principle seems significant, and this distinction may have some implications in terms of success: we’re already talking about others, not just running ideas in our own head.
  • what do you wish someone would make for you?
    • It’s somewhat different from the well-known “scratch your own itch” principle. In this difference might be located something significant. In a way, part of the potential for this version to lead to success comes from the fact that it’s already connected with others, instead of being about running ideas in your own mind.
  • grow organically
    • The core topic of the piece, put in a comparative context. The comparison isn’t the one people tend to make and one may argue about the examples used. But the concept of organic ideas is fascinating and inspiring.
  • you decide, from afar,
    • What we call, in anthropology, the “armchair” approach. Also known as “backbenching.” For this to work, you need to have a deep knowledge of the situation, which is part of the point in this piece. Nice that it’s not demonizing this position but putting it in context.
  • Apple
    was the first type
    • One might argue that it was a hybrid case. Although, it does sound like the very beginnings of Apple weren’t about “thinking from afar.”
  • class of users other than you
    • Since developers are part of a very specific “class” of people, this isn’t insignificant a way to phrase this.
  • They still rely on this principle today, incidentally.
    The iPhone is the phone Steve Jobs wants.
    • Apple tends to be perceived in a different light. According to many people, it’s the “textbook example” of a company where decisions are made without concerns for what people need. “Steve Jobs uses a top-down approach,” “They don’t even use focus groups,” “They don’t let me use their tools the way I want to use them.” But we’re not talking about the same distinction between top-down and bottom-up. Though “organic ideas” seem to imply that it’s a grassroots/bottom-up phenomenon, the core distinction isn’t about the origin of the ideas (from the “top,” in both cases) but on the reasoning behind these ideas.
  • We didn’t need this software ourselves.
    • Sounds partly like a disclaimer but this approach is quite common and “there’s nothing wrong with it.”
  • comparatively old
    • Age and life experience make for an interesting angle. It’s not that this strategy needs people of a specific age to work. It’s that there’s a connection between one’s experience and the way things may pan out.
  • There is no sharp line between the two types of ideas,
    • Those in the “engineering worldview” might go nuts, at this point. I can hear the claims of “hand waving.” But we’re talking about something complex, here, not a merely complicated problem.
  • Apple type
    • One thing to note in the three examples here: they’re all made by pairs of guys. Jobs and Woz, Gates and Allen, Page and Brin. In many cases, the formula might be that one guy (or gal, one wishes) comes up with ideas knowing that the other can implement them. Again, it’s about getting somebody else to build it for you, not about scratching your own itch.
  • Bill Gates was writing something he would use
    • Again, Gates may not be the most obvious example, since he’s mostly known for another approach. It’s not inaccurate to say he was solving his own problem, at the time, but it may not be that convincing as an example.
  • Larry and Sergey when they wrote the first versions of Google.
    • Although, the inception of the original ideas was academic in context. They weren’t solving a search problem or thinking about monetization. They were discovering the power of CitationRank.
  • generally preferable
    • Nicely relativistic.
  • It takes experience
    to predict what other people will want.
    • And possibly a lot more. Interesting that he doesn’t mention empirical data.
  • young founders
    • They sound like a fascinating group to observe. They do wonders when they open up to others, but they seem to have a tendency to impose their worldviews.
  • I’d encourage you to focus initially on organic ideas
    • Now, this advice sounds more like the “scratch your own itch” advocation. But there’s a key difference in that it’s stated as part of a broader process. It’s more of a “walk before you run” or “do your homework” piece of advice, not a “you can’t come up with good ideas if you just think about how people will use your tool.”
  • missing or broken
    • It can cover a lot, but it’s couched in terms of the typical “problem-solving” approach at the centre of the engineering worldview. Since we’re talking about developing tools, it makes sense. But there could be a broader version, admitting for dreams, inspiration, aspiration. Not necessarily of the “what would make you happy?” kind, although there’s a lot to be said about happiness and imagination. You’re brainstorming, here.
  • immediate answers
    • Which might imply that there’s a second step. If you keep asking yourself the same question, you may be able to get a very large number of ideas. The second step could be to prioritize them but I prefer “outlining” as a process: you shuffle things together and you group some ideas to get one which covers several. What’s common between your need for a simpler way to code on the Altair and your values? Why do you care so much about algorithms instead of human encoding?
  • You may need to stand outside yourself a bit to see brokenness
    • Ah, yes! “Taking a step back,” “distancing yourself,” “seeing the forest for the trees”… A core dimension of the ethnographic approach and the need for a back-and-forth between “inside” and “outside.” There’s a reflexive component in this “being an outsider to yourself.” It’s not only psychological, it’s a way to get into the social, which can lead to broader success if it’s indeed not just about scratching your own itch.
  • get used to it and take it for granted
    • That’s enculturation, to you. When you do things a certain way simply because “we’ve always done them that way,” you may not create these organic ideas. But it’s a fine way to do your work. Asking yourself important questions about what’s wrong with your situation works well in terms of getting new ideas. But, sometimes, you need to get some work done.
  • a Facebook
    • Yet another recontextualized example. Zuckerberg wasn’t trying to solve that specific brokenness, as far as we know. But Facebook became part of what it is when Zuck began scratching that itch.
  • organic startup ideas usually don’t
    seem like startup ideas at first
    • Which gets us to the pivotal importance of working with others. Per this article, VCs and “angel investors,” probably. But, in the case of some of cases cited, those we tend to forget, like Paul Allen, Narendra, and the Winklevosses.
  • end up making
    something of value to a lot of people
    • Trial and error, it’s an iterative process. So you must recognize errors quickly and not invest too much effort in a specific brokenness. Part of this requires maturity.
  • something
    other people dismiss as a toy
    • The passage on which Gruber focused and an interesting tidbit. Not that central, come to think of it. But it’s important to note that people’s dismissive attitude may be misled, that “toys” may hide tools, that it’s probably a good idea not to take all feedback to heart…
  • At this point, when someone comes to us with
    something that users like but that we could envision forum trolls
    dismissing as a toy, it makes us especially likely to invest.
  • the best source of organic ones
    • Especially to investors. Potentially self-serving… in a useful way.
  • they’re at the forefront of technology
    • That part I would dispute, actually. Unless we talk about a specific subgroup of young founders and a specific set of tools. Young founders tend to be oblivious to a large field in technology, including social tools.
  • they’re in a position to discover
    valuable types of fixable brokenness first
    • The focus on fixable brokenness makes sense if we’re thinking exclusively through the engineering worldview, but it’s at the centre of some failures like the Google Buzz launch.
  • you still have to work hard
    • Of the “inspiration shouldn’t make use forget perspiration” kind. Makes for a more thoughtful approach than the frequent “all you need to do…” claims.
  • I’d encourage anyone
    starting a startup to become one of its users, however unnatural it
    seems.
    • Not merely an argument for dogfooding. It’s deeper than that. Googloids probably use Google tools but they didn’t actually become users. They’re beta testers with a strong background in troubleshooting. Not the best way to figure out what users really want or how the tool will ultimately fail.
  • It’s hard to compete directly with open source software
    • Open Source as competition isn’t new as a concept, but it takes time to seep in.
  • there has to be some part
    you can charge for
    • The breach through which old-school “business models” enter with little attention paid to everything else. To the extent that much of the whole piece might crumble from pressure built up by the “beancounter” worldview. Good thing he acknowledges it.
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Judging Coffee and Beer: Answer to DoubleShot Coffee Company

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DoubleShot Coffee Company: More Espresso Arguments.

I’m not in the coffee biz but I do involve myself in some coffee-related things, including barista championships (sensory judge at regional and national) and numerous discussions with coffee artisans. In other words, I’m nobody important.

In a way, I “come from” the worlds of beer and coffee homebrewing. In coffee circles, I like to introduce myself as a homeroaster and blogger.

(I’m mostly an ethnographer, meaning that I do what we call “participant-observation” as both an insider and an outsider.)

There seem to be several disconnects in today’s coffee world, despite a lot of communication across the Globe. Between the huge coffee corporations and the “specialty coffee” crowd. Between coffee growers and coffee lovers. Between professional and home baristas. Even, sometimes, between baristas from different parts of the world.
None of it is very surprising. But it’s sometimes a bit sad to hear people talk past one another.

I realize nothing I say may really help. And it may all be misinterpreted. That’s all part of the way things go and I accept that.

In the world of barista champions and the so-called “Third Wave,” emotions seem particularly high. Part of it might have to do with the fact that so many people interact on a rather regular basis. Makes for a very interesting craft, in some ways. But also for rather tense moments.

About judging…
My experience isn’t that extensive. I’ve judged at the Canadian Eastern Regional BC twice and at the Canadian BC once.
Still, I did notice a few things.

One is that there can be a lot of camaraderie/collegiality among BC participants. This can have a lot of beneficial effects on the quality of coffee served in different places as well as on the quality of the café experience itself, long after the championships. A certain cohesiveness which may come from friendly competition can do a lot for the diversity of coffee scenes.

Another thing I’ve noticed is that it’s really easy to be fair, in judging using WBC regulations. It’s subjective in a very literal way since there’s tasting involved (tastebuds belong to the “subjects” of the sensory and head judges). But it simply has very little if anything to do with personal opinions, relationships, or “liking the person.” It’s remarkably easy to judge the performance, with a focus on what’s in the cup, as opposed to the person her-/himself or her/his values.

Sure, the championship setting is in many ways artificial and arbitrary. A little bit like rules for an organized sport. Or so many other contexts.

A competition like this has fairly little to do with what is likely to happen in “The Real World” (i.e., in a café). I might even say that applying a WBC-compatible in a café is likely to become a problem in many cases. A bit like working the lunch shift at a busy diner using ideas from the Iron Chef or getting into a street fight and using strict judo rules.

A while ago, I was working in French restaurants, as a «garde-manger» (assistant-chef). We often talked about (and I did meet a few) people who were just coming out of culinary institutes. In most cases, they were quite good at producing a good dish in true French cuisine style. But the consensus was that “they didn’t know how to work.”
People fresh out of culinary school didn’t really know how to handle a chaotic kitchen, order only the supplies required, pay attention to people’s tastes, adapt to differences in prices, etc. They could put up a good show and their dishes might have been exquisite. But they could also be overwhelmed with having to serve 60 customers in a regular shift or, indeed, not know what to do during a slow night. Restaurant owners weren’t that fond of hiring them, right away. They had to be “broken out” («rodés»).

Barista championships remind me of culinary institutes, in this way. Both can be useful in terms of skills, but experience is more diverse than that.

So, yes, WBC rules are probably artificial and arbitrary. But it’s easy to be remarkably consistent in applying these rules. And that should count for something. Just not for everythin.

Sure, you may get some differences between one judge and the other. But those differences aren’t that difficult to understand and I didn’t see that they tended to have to do with “preferences,” personal issues, or anything of the sort. From what I noticed while judging, you simply don’t pay attention to the same things as when you savour coffee. And that’s fine. Cupping coffee isn’t the same thing as drinking it, either.

In my (admittedly very limited) judging experience, emphasis was put on providing useful feedback. The points matter a lot, of course, but the main thing is that the points make sense in view of the comments. In a way, it’s to ensure calibration (“you say ‘excellent’ but put a ‘3,’ which one is more accurate?”) but it’s also about the goals of the judging process. The textual comments are a way to help the barista pay attention to certain things. “Constructive criticism” is one way to put it. But it’s more than that. It’s a way to get something started.

Several of the competitors I’ve seen do come to ask judges for clarifications and many of them seemed open to discussion. A few mostly wanted justification and may have felt slighted. But I mostly noticed a rather thoughtful process of debriefing.

Having said that, there are competitors who are surprised by differences between two judges’ scores. “But both shots came from the same portafilter!” “Well, yes, but if you look at the video, you’ll notice that coffee didn’t flow the same way in both cups.” There are also those who simply doubt judges, no matter what. Wonder if they respect people who drink their espresso…

Coming from the beer world, I also notice differences with beer. In the beer world, there isn’t really an equivalent to the WBC in the sense that professional beer brewers don’t typically have competitions. But amateur homebrewers do. And it’s much stricter than the WBC in terms of certification. It requires a lot of rote memorization, difficult exams (I helped proctor two), judging points, etc.

I’ve been a vocal critic of the Beer Judge Certification Program. There seems to be an idea, there, that you can make the process completely neutral and that the knowledge necessary to judge beers is solid and well-established. One problem is that this certification program focuses too much on a series of (over a hundred) “styles” which are more of a context-specific interpretation of beer diversity than a straightforward classification of possible beers.
Also, the one thing they want to avoid the most (basing their evaluation on taste preferences) still creeps in. It’s probably no coincidence that, at certain events, beers which were winning “Best of Show” tended to be big, assertive beers instead of very subtle ones. Beer judges don’t want to be human, but they may still end up acting like ones.

At the same time, while there’s a good deal of debate over beer competition results and such, there doesn’t seem to be exactly the same kind of tension as in barista championships. Homebrewers take their results to heart and they may yell at each other over their scores. But, somehow, I see much less of a fracture, “there” than “here.” Perhaps because the stakes are very low (it’s a hobby, not a livelihood). Perhaps because beer is so different from coffee. Or maybe because there isn’t a sense of “Us vs. Them”: brewers judging a competition often enter beer in that same competition (but in a separate category from the ones they judge).
Actually, the main difference may be that beer judges can literally only judge what’s in the bottle. They don’t observe the brewers practicing their craft (this happens weeks prior), they simply judge the product. In a specific condition. In many ways, it’s very unfair. But it can help brewers understand where something went wrong.

Now, I’m not saying the WBC should become like the BJCP. For one thing, it just wouldn’t work. And there’s already a lot of investment in the current WBC format. And I’m really not saying the BJCP is better than the WBC as an inspiration, since I actually prefer the WBC-style championships. But I sense that there’s something going on in the coffee world which has more to do with interpersonal relationships and “attitudes” than with what’s in the cup.

All this time, those of us who don’t make a living through coffee but still live it with passion may be left out. And we do our own things. We may listen to coffee podcasts, witness personal conflicts between café owners, hear rants about the state of the “industry,” and visit a variety of cafés.
Yet, slowly but surely, we’re making our own way through coffee. Exploring its diversity, experimenting with different brewing methods, interacting with diverse people involved, even taking trips “to origin”…

Coffee is what unites us.

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Development and Quality: Reply to Agile Diary

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[youtube=http://www.youtube.com/watch?v=iry_CKAlI3g]

Former WiZiQ product manager Vikrama Dhiman responded to one of my tweets with a full-blown blogpost, thereby giving support to Matt Mullenweg‘s point that microblogging goes hand-in-hand with “macroblogging.”

My tweet:

enjoys draft æsthetics yet wishes more developers would release stable products. / adopte certains produits trop rapidement.

Vikrama’s post:

Good Enough Software Does Not Mean Bad Software « Agile Diary, Agile Introduction, Agile Implementation.

My reply:

“To an engineer, good enough means perfect. With an artist, there’s no such thing as perfect.” (Alexander Calder)

Thanks a lot for your kind comments. I’m very happy that my tweet (and status update) triggered this.

A bit of context for my tweet (actually, a post from Ping.fm, meant as a status update, thereby giving support in favour of conscious duplication, «n’en déplaise aux partisans de l’action contre la duplication».)

I’ve been thinking about what I call the “draft æsthetics.” In fact, I did a podcast episode about it. My description of that episode was:

Sometimes, there is such a thing as “Good Enough.”

Though I didn’t emphasize the “sometimes” part in that podcast episode, it was an important part of what I wanted to say. In fact, my intention wasn’t to defend draft æsthetics but to note that there seems to be a tendency toward this æsthetic mode. I do situate myself within that mode in many things I do, but it really doesn’t mean that this mode should be the exclusive one used in any context.

That aforequoted tweet was thus a response to my podcast episode on draft æsthetics. “Yes, ‘good enough’ may work, sometimes. But it needs not be applied in all cases.”

As I often get into convoluted discussions with people who seem to think that I condone or defend a position because I take it for myself, the main thing I’d say there is that I’m not only a relativist but I cherish nuance. In other words, my tweet was a way to qualify the core statement I was talking about in my podcast episode (that “good enough” exists, at times). And that statement isn’t necessarily my own. I notice a pattern by which this statement seems to be held as accurate by people. I share that opinion, but it’s not a strongly held belief of mine.

Of course, I digress…

So, the tweet which motivated Vikrama had to do with my approach to “good enough.” In this case, I tend to think about writing but in view of Eric S. Raymond’s approach to “Release Early, Release Often” (RERO). So there is a connection to software development and geek culture. But I think of “good enough” in a broader sense.

Disclaimer: I am not a coder.

The Calder quote remained in my head, after it was mentioned by a colleague who had read it in a local newspaper. One reason it struck me is that I spend some time thinking about artists and engineers, especially in social terms. I spend some time hanging out with engineers but I tend to be more on the “artist” side of what I perceive to be an axis of attitudes found in some social contexts. I do get a fair deal of flack for some of my comments on this characterization and it should be clear that it isn’t meant to imply any evaluation of individuals. But, as a model, the artist and engineer distinction seems to work, for me. In a way, it seems more useful than the distinction between science and art.

An engineer friend with whom I discussed this kind of distinction was quick to point out that, to him, there’s no such thing as “good enough.” He was also quick to point out that engineers can be creative and so on. But the point isn’t to exclude engineers from artistic endeavours. It’s to describe differences in modes of thought, ways of knowing, approaches to reality. And the way these are perceived socially. We could do a simple exercise with terms like “troubleshooting” and “emotional” to be assigned to the two broad categories of “engineer” and “artist.” Chances are that clear patterns would emerge. Of course, many concepts are as important to both sides (“intelligence,” “innovation”…) and they may also be telling. But dichotomies have heuristic value.

Now, to go back to software development, the focus in Vikrama’s Agile Diary post…

What pushed me to post my status update and tweet is in fact related to software development. Contrary to what Vikrama presumes, it wasn’t about a Web application. And it wasn’t even about a single thing. But it did have to do with firmware development and with software documentation.

The first case is that of my Fonera 2.0n router. Bought it in early November and I wasn’t able to connect to its private signal using my iPod touch. I could connect to the router using the public signal, but that required frequent authentication, as annoying as with ISF. Since my iPod touch is my main WiFi device, this issue made my Fonera 2.0n experience rather frustrating.

Of course, I’ve been contacting Fon‘s tech support. As is often the case, that experience was itself quite frustrating. I was told to reset my touch’s network settings which forced me to reauthenticate my touch on a number of networks I access regularly and only solved the problem temporarily. The same tech support person (or, at least, somebody using the same name) had me repeat the same description several times in the same email message. Perhaps unsurprisingly, I was also told to use third-party software which had nothing to do with my issue. All in all, your typical tech support experience.

But my tweet wasn’t really about tech support. It was about the product. Thougb I find the overall concept behind the Fonera 2.0n router very interesting, its implementation seems to me to be lacking. In fact, it reminds me of several FLOSS development projects that I’ve been observing and, to an extent, benefitting from.

This is rapidly transforming into a rant I’ve had in my “to blog” list for a while about “thinking outside the geek box.” I’ll try to resist the temptation, for now. But I can mention a blog thread which has been on my mind, in terms of this issue.

Firefox 3 is Still a Memory Hog — The NeoSmart Files.

The blogpost refers to a situation in which, according to at least some users (including the blogpost’s author), Firefox uses up more memory than it should and becomes difficult to use. The thread has several comments providing support to statements about the relatively poor performance of Firefox on people’s systems, but it also has “contributions” from an obvious troll, who keeps assigning the problem on the users’ side.

The thing about this is that it’s representative of a tricky issue in the geek world, whereby developers and users are perceived as belonging to two sides of a type of “class struggle.” Within the geek niche, users are often dismissed as “lusers.” Tech support humour includes condescending jokes about “code 6”: “the problem is 6″ from the screen.” The aforementioned Eric S. Raymond wrote a rather popular guide to asking questions in geek circles which seems surprisingly unaware of social and cultural issues, especially from someone with an anthropological background. Following that guide, one should switch their mind to that of a very effective problem-solver (i.e., the engineer frame) to ask questions “the smart way.” Not only is the onus on users, but any failure to comply with these rules may be met with this air of intellectual superiority encoded in that guide. IOW, “Troubleshoot now, ask questions later.”

Of course, many users are “guilty” of all sorts of “crimes” having to do with not reading the documentation which comes with the product or with simply not thinking about the issue with sufficient depth before contacting tech support. And as the majority of the population is on the “user” side, the situation can be described as both a form of marginalization (geek culture comes from “nerd” labels) and a matter of elitism (geek culture as self-absorbed).

This does have something to do with my Fonera 2.0n. With it, I was caught in this dynamic whereby I had to switch to the “engineer frame” in order to solve my problem. I eventually did solve my Fonera authentication problem, using a workaround mentioned in a forum post about another issue (free registration required). Turns out, the “release candidate” version of my Fonera’s firmware does solve the issue. Of course, this new firmware may cause other forms of instability and installing it required a bit of digging. But it eventually worked.

The point is that, as released, the Fonera 2.0n router is a geek toy. It’s unpolished in many ways. It’s full of promise in terms of what it may make possible, but it failed to deliver in terms of what a router should do (route a signal). In this case, I don’t consider it to be a finished product. It’s not necessarily “unstable” in the strict sense that a software engineer might use the term. In fact, I hesitated between different terms to use instead of “stable,” in that tweet, and I’m not that happy with my final choice. The Fonera 2.0n isn’t unstable. But it’s akin to an alpha version released as a finished product. That’s something we see a lot of, these days.

The main other case which prompted me to send that tweet is “CivRev for iPhone,” a game that I’ve been playing on my iPod touch.

I’ve played with different games in the Civ franchise and I even used the FLOSS version on occasion. Not only is “Civilization” a geek classic, but it does connect with some anthropological issues (usually in a problematic view: Civ’s worldview lacks anthro’s insight). And it’s the kind of game that I can easily play while listening to podcasts (I subscribe to a number of th0se).

What’s wrong with that game? Actually, not much. I can’t even say that it’s unstable, unlike some other items in the App Store. But there’s a few things which aren’t optimal in terms of documentation. Not that it’s difficult to figure out how the game works. But the game is complex enough that some documentation is quite useful. Especially since it does change between one version of the game and another. Unfortunately, the online manual isn’t particularly helpful. Oh, sure, it probably contains all the information required. But it’s not available offline, isn’t optimized for the device it’s supposed to be used with, doesn’t contain proper links between sections, isn’t directly searchable, and isn’t particularly well-written. Not to mention that it seems to only be available in English even though the game itself is available in multiple languages (I play it in French).

Nothing tragic, of course. But coupled with my Fonera experience, it contributed to both a slight sense of frustration and this whole reflection about unfinished products.

Sure, it’s not much. But it’s “good enough” to get me started.

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Social Networks and Microblogging

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Microblogging (Laconica, Twitter, etc.) is still a hot topic. For instance, during the past few episodes of This Week in Tech, comments were made about the preponderance of Twitter as a discussion theme: microblogging is so prominent on that show that some people complain that there’s too much talk about Twitter. Given the centrality of Leo Laporte’s podcast in geek culture (among Anglos, at least), such comments are significant.

The context for the latest comments about TWiT coverage of Twitter had to do with Twitter’s financials: during this financial crisis, Twitter is given funding without even asking for it. While it may seem surprising at first, given the fact that Twitter hasn’t publicized a business plan and doesn’t appear to be profitable at this time, 

Along with social networking, microblogging is even discussed in mainstream media. For instance, Médialogues (a media critique on Swiss national radio) recently had a segment about both Facebook and Twitter. Just yesterday, Comedy Central’s The Daily Show with Jon Stewart made fun of compulsive twittering and mainstream media coverage of Twitter (original, Canadian access).

Clearly, microblogging is getting some mindshare.

What the future holds for microblogging is clearly uncertain. Anything can happen. My guess is that microblogging will remain important for a while (at least a few years) but that it will transform itself rather radically. Chances are that other platforms will have microblogging features (something Facebook can do with status updates and something Automattic has been trying to do with some WordPress themes). In these troubled times, Montreal startup Identi.ca received some funding to continue developing its open microblogging platform.  Jaiku, bought by Google last year, is going open source, which may be good news for microblogging in general. Twitter itself might maintain its “marketshare” or other players may take over. There’s already a large number of third-party tools and services making use of Twitter, from Mahalo Answers to Remember the Milk, Twistory to TweetDeck.

Together, these all point to the current importance of microblogging and the potential for further development in that sphere. None of this means that microblogging is “The Next Big Thing.” But it’s reasonable to expect that microblogging will continue to grow in use.

(Those who are trying to grok microblogging, Common Craft’s Twitter in Plain English video is among the best-known descriptions of Twitter and it seems like an efficient way to “get the idea.”)

One thing which is rarely mentioned about microblogging is the prominent social structure supporting it. Like “Social Networking Systems” (LinkedIn, Facebook, Ning, MySpace…), microblogging makes it possible for people to “connect” to one another (as contacts/acquaintances/friends). Like blogs, microblogging platforms make it possible to link to somebody else’s material and get notifications for some of these links (a bit like pings and trackbacks). Like blogrolls, microblogging systems allow for lists of “favourite authors.” Unlike Social Networking Systems but similar to blogrolls, microblogging allow for asymmetrical relations, unreciprocated links: if I like somebody’s microblogging updates, I can subscribe to those (by “following” that person) and publicly show my appreciation of that person’s work, regardless of whether or not this microblogger likes my own updates.

There’s something strangely powerful there because it taps the power of social networks while avoiding tricky issues of reciprocity, “confidentiality,” and “intimacy.”

From the end user’s perspective, microblogging contacts may be easier to establish than contacts through Facebook or Orkut. From a social science perspective, microblogging links seem to approximate some of the fluidity found in social networks, without adding much complexity in the description of the relationships. Subscribing to someone’s updates gives me the role of “follower” with regards to that person. Conversely, those I follow receive the role of “following” (“followee” would seem logical, given the common “-er”/”-ee” pattern). The following and follower roles are complementary but each is sufficient by itself as a useful social link.

Typically, a microblogging system like Twitter or Identi.ca qualifies two-way connections as “friendship” while one-way connections could be labelled as “fandom” (if Andrew follows Betty’s updates but Betty doesn’t follow Andrew’s, Andrew is perceived as one of Betty’s “fans”). Profiles on microblogging systems are relatively simple and public, allowing for low-involvement online “presence.” As long as updates are kept public, anybody can connect to anybody else without even needing an introduction. In fact, because microblogging systems send notifications to users when they get new followers (through email and/or SMS), subscribing to someone’s update is often akin to introducing yourself to that person. 

Reciprocating is the object of relatively intense social pressure. A microblogger whose follower:following ratio is far from 1:1 may be regarded as either a snob (follower:following much higher than 1:1) or as something of a microblogging failure (follower:following much lower than 1:1). As in any social context, perceived snobbery may be associated with sophistication but it also carries opprobrium. Perry Belcher  made a video about what he calls “Twitter Snobs” and some French bloggers have elaborated on that concept. (Some are now claiming their right to be Twitter Snobs.) Low follower:following ratios can result from breach of etiquette (for instance, ostentatious self-promotion carried beyond the accepted limit) or even non-human status (many microblogging accounts are associated to “bots” producing automated content).

The result of the pressure for reciprocation is that contacts are reciprocated regardless of personal relations.  Some users even set up ways to automatically follow everyone who follows them. Despite being tricky, these methods escape the personal connection issue. Contrary to Social Networking Systems (and despite the term “friend” used for reciprocated contacts), following someone on a microblogging service implies little in terms of friendship.

One reason I personally find this fascinating is that specifying personal connections has been an important part of the development of social networks online. For instance, long-defunct SixDegrees.com (one of the earliest Social Networking Systems to appear online) required of users that they specified the precise nature of their relationship to users with whom they were connected. Details escape me but I distinctly remember that acquaintances, colleagues, and friends were distinguished. If I remember correctly, only one such personal connection was allowed for any pair of users and this connection had to be confirmed before the two users were linked through the system. Facebook’s method to account for personal connections is somewhat more sophisticated despite the fact that all contacts are labelled as “friends” regardless of the nature of the connection. The uniform use of the term “friend” has been decried by many public commentators of Facebook (including in the United States where “friend” is often applied to any person with whom one is simply on friendly terms).

In this context, the flexibility with which microblogging contacts are made merits consideration: by allowing unidirectional contacts, microblogging platforms may have solved a tricky social network problem. And while the strength of the connection between two microbloggers is left unacknowledged, there are several methods to assess it (for instance through replies and republished updates).

Social contacts are the very basis of social media. In this case, microblogging represents a step towards both simplified and complexified social contacts.

Which leads me to the theme which prompted me to start this blogpost: event-based microblogging.

I posted the following blog entry (in French) about event-based microblogging, back in November.

Microblogue d’événement

I haven’t received any direct feedback on it and the topic seems to have little echoes in the social media sphere.

During the last PodMtl meeting on February 18, I tried to throw my event-based microblogging idea in the ring. This generated a rather lengthy between a friend and myself. (Because I don’t want to put words in this friend’s mouth, who happens to be relatively high-profile, I won’t mention this friend’s name.) This friend voiced several objections to my main idea and I got to think about this basic notion a bit further. At the risk of sounding exceedingly opinionated, I must say that my friend’s objections actually comforted me in the notion that my “event microblog” idea makes a lot of sense.

The basic idea is quite simple: microblogging instances tied to specific events. There are technical issues in terms of hosting and such but I’m mostly thinking about associating microblogs and events.

What I had in mind during the PodMtl discussion has to do with grouping features, which are often requested by Twitter users (including by Perry Belcher who called out Twitter Snobs). And while I do insist on events as a basis for those instances (like groups), some of the same logic applies to specific interests. However, given the time-sensitivity of microblogging, I still think that events are more significant in this context than interests, however defined.

In the PodMtl discussion, I frequently referred to BarCamp-like events (in part because my friend and interlocutor had participated in a number of such events). The same concept applies to any event, including one which is just unfolding (say, assassination of Guinea-Bissau’s president or bombings in Mumbai).

Microblogging users are expected to think about “hashtags,” those textual labels preceded with the ‘#’ symbol which are meant to categorize microblogging updates. But hashtags are problematic on several levels.

  • They require preliminary agreement among multiple microbloggers, a tricky proposition in any social media. “Let’s use #Bissau09. Everybody agrees with that?” It can get ugly and, even if it doesn’t, the process is awkward (especially for new users).
  • Even if agreement has been reached, there might be discrepancies in the way hashtags are typed. “Was it #TwestivalMtl or #TwestivalMontreal, I forgot.”
  • In terms of language economy, it’s unsurprising that the same hashtag would be used for different things. Is “#pcmtl” about Podcamp Montreal, about personal computers in Montreal, about PCM Transcoding Library…?
  • Hashtags are frequently misunderstood by many microbloggers. Just this week, a tweep of mine (a “peep” on Twitter) asked about them after having been on Twitter for months.
  • While there are multiple ways to track hashtags (including through SMS, in some regions), there is no way to further specify the tracked updates (for instance, by user).
  • The distinction between a hashtag and a keyword is too subtle to be really useful. Twitter Search, for instance, lumps the two together.
  • Hashtags take time to type. Even if microbloggers aren’t necessarily typing frantically, the time taken to type all those hashtags seems counterproductive and may even distract microbloggers.
  • Repetitively typing the same string is a very specific kind of task which seems to go against the microblogging ethos, if not the cognitive processes associated with microblogging.
  • The number of character in a hashtag decreases the amount of text in every update. When all you have is 140 characters at a time, the thirteen characters in “#TwestivalMtl” constitute almost 10% of your update.
  • If the same hashtag is used by a large number of people, the visual effect can be that this hashtag is actually dominating the microblogging stream. Since there currently isn’t a way to ignore updates containing a certain hashtag, this effect may even discourage people from using a microblogging service.

There are multiple solutions to these issues, of course. Some of them are surely discussed among developers of microblogging systems. And my notion of event-specific microblogs isn’t geared toward solving these issues. But I do think separate instances make more sense than hashtags, especially in terms of specific events.

My friend’s objections to my event microblogging idea had something to do with visibility. It seems that this friend wants all updates to be visible, regardless of the context. While I don’t disagree with this, I would claim that it would still be useful to “opt out” of certain discussions when people we follow are involved. If I know that Sean is participating in a PHP conference and that most of his updates will be about PHP for a period of time, I would enjoy the possibility to hide PHP-related updates for a specific period of time. The reason I talk about this specific case is simple: a friend of mine has manifested some frustration about the large number of updates made by participants in Podcamp Montreal (myself included). Partly in reaction to this, he stopped following me on Twitter and only resumed following me after Podcamp Montreal had ended. In this case, my friend could have hidden Podcamp Montreal updates and still have received other updates from the same microbloggers.

To a certain extent, event-specific instances are a bit similar to “rooms” in MMORPG and other forms of real-time many-to-many text-based communication such as the nostalgia-inducing Internet Relay Chat. Despite Dave Winer’s strong claim to the contrary (and attempt at defining microblogging away from IRC), a microblogging instance could, in fact, act as a de facto chatroom. When such a structure is needed. Taking advantage of the work done in microblogging over the past year (which seems to have advanced more rapidly than work on chatrooms has, during the past fifteen years). Instead of setting up an IRC channel, a Web-based chatroom, or even a session on MSN Messenger, users could use their microblogging platform of choice and either decide to follow all updates related to a given event or simply not “opt-out” of following those updates (depending on their preferences). Updates related to multiple events are visible simultaneously (which isn’t really the case with IRC or chatrooms) and there could be ways to make event-specific updates more prominent. In fact, there would be easy ways to keep real-time statistics of those updates and get a bird’s eye view of those conversations.

And there’s a point about event-specific microblogging which is likely to both displease “alpha geeks” and convince corporate users: updates about some events could be “protected” in the sense that they would not appear in the public stream in realtime. The simplest case for this could be a company-wide meeting during which backchannel is allowed and even expected “within the walls” of the event. The “nothing should leave this room” attitude seems contradictory to social media in general, but many cases can be made for “confidential microblogging.” Microblogged conversations can easily be archived and these archives could be made public at a later date. Event-specific microblogging allows for some control of the “permeability” of the boundaries surrounding the event. “But why would people use microblogging instead of simply talking to another?,” you ask. Several quick answers: participants aren’t in the same room, vocal communication is mostly single-channel, large groups of people are unlikely to communicate efficiently through oral means only, several things are more efficiently done through writing, written updates are easier to track and archive…

There are many other things I’d like to say about event-based microblogging but this post is already long. There’s one thing I want to explain, which connects back to the social network dimension of microblogging.

Events can be simplistically conceived as social contexts which bring people together. (Yes, duh!) Participants in a given event constitute a “community of experience” regardless of the personal connections between them. They may be strangers, ennemies, relatives, acquaintances, friends, etc. But they all share something. “Participation,” in this case, can be relatively passive and the difference between key participants (say, volunteers and lecturers in a conference) and attendees is relatively moot, at a certain level of analysis. The key, here, is the set of connections between people at the event.

These connections are a very powerful component of social networks. We typically meet people through “events,” albeit informal ones. Some events are explicitly meant to connect people who have something in common. In some circles, “networking” refers to something like this. The temporal dimension of social connections is an important one. By analogy to philosophy of language, the “first meeting” (and the set of “first impressions”) constitute the “baptism” of the personal (or social) connection. In social media especially, the nature of social connections tends to be monovalent enough that this “baptism event” gains special significance.

The online construction of social networks relies on a finite number of dimensions, including personal characteristics described in a profile, indirect connections (FOAF), shared interests, textual content, geographical location, and participation in certain activities. Depending on a variety of personal factors, people may be quite inclusive or rather exclusive, based on those dimensions. “I follow back everyone who lives in Austin” or “Only people I have met in person can belong to my inner circle.” The sophistication with which online personal connections are negotiated, along such dimensions, is a thing of beauty. In view of this sophistication, tools used in social media seem relatively crude and underdeveloped.

Going back to the (un)conference concept, the usefulness of having access to a list of all participants in a given event seems quite obvious. In an open event like BarCamp, it could greatly facilitate the event’s logistics. In a closed event with paid access, it could be linked to registration (despite geek resistance, closed events serve a purpose; one could even imagine events where attendance is free but the microblogging backchannel incurs a cost). In some events, everybody would be visible to everybody else. In others, there could be a sort of ACL for diverse types of participants. In some cases, people could be allowed to “lurk” without being seen while in others radically transparency could be enforced. For public events with all participants visible, lists of participants could be archived and used for several purposes (such as assessing which sessions in a conference are more popular or “tracking” event regulars).

One reason I keep thinking about event-specific microblogging is that I occasionally use microblogging like others use business cards. In a geek crowd, I may ask for someone’s Twitter username in order to establish a connection with that person. Typically, I will start following that person on Twitter and find opportunities to communicate with that person later on. Given the possibility for one-way relationships, it establishes a social connection without requiring personal involvement. In fact, that person may easily ignore me without the danger of a face threat.

If there were event-specific instances from microblogging platforms, we could manage connections and profiles in a more sophisticated way. For instance, someone could use a barebones profile for contacts made during an impersonal event and a full-fledged profile for contacts made during a more “intimate” event. After noticing a friend using an event-specific business card with an event-specific email address, I got to think that this event microblogging idea might serve as a way to fill a social need.

 

More than most of my other blogposts, I expect comments on this one. Objections are obviously welcomed, especially if they’re made thoughtfully (like my PodMtl friend made them). Suggestions would be especially useful. Or even questions about diverse points that I haven’t addressed (several of which I can already think about).

So…

 

What do you think of this idea of event-based microblogging? Would you use a microblogging instance linked to an event, say at an unconference? Can you think of fun features an event-based microblogging instance could have? If you think about similar ideas you’ve seen proposed online, care to share some links?

 

Thanks in advance!

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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).