Organization

Community Currencies

Pattern ID: 
789
Pattern number within this pattern set: 
63
Burl Humana
Gilson Schwartz
Version: 
2
Problem: 

People have always traded or bartered with each other, using different tools and materials to represent and store value in various kinds of transactions; trade, investment, consumption, production, marriage, kinship, sacrifice. In complex, urban and global capitalist societies, money expands the potential for growth and accumulation, while also creating new forms of wealth and power concentration, regulated by central banks and other supervisory authorities at national and international levels. Community Currencies or “complementary currencies” offer a solution for local markets deprived or unserved by global or national currencies.

Context: 

Thomas Greco states three basic ways in which conventional money malfunctions: there is never enough of it, it is misallocated at its source so that it goes to those who already have lots of it, and it systematically pumps wealth from the poor to the rich. The symptoms of a "polluted" money supply are too familiar: inflation, unemployment, bankruptcies, foreclosures, increasing indebtedness, homelessness, and a widening gap between the rich and the poor. However, the ultimate resource of the community, the productivity, skills, and creativity of its members, is not limited by lack of money. (Meeker-Lowry, 1995)

Discussion: 

According to Michael Linton, "Money is really just an immaterial measure, like an inch, or a gallon, a pound, or degree. While there is certainly a limit on real resources -- only so many tons of wheat, only so many feet of material, only so many hours in the day -- there need never be a shortage of measure. (No, you can’t use any inches today, there aren’t any around, they are all being used somewhere else.) Yet this is precisely the situation in which we persist regarding money. Money is, for the most part, merely a symbol, accepted to be valuable generally throughout the society that uses it. Why should we ever be short of symbols to keep account of how we serve one another?" (Meeker-Lowry, 1995)

"The proper kind of money used in the right circumstances is a liberating tool that can allow the fuller expression of human creativity. Money has not lived up to its potential as a liberator because it has been perverted by the monopolization of its creation and by politically manipulating its distribution -- available to the favored few and scarce for everyone else."2 Creating community currencies may foster exchanges among people that need it most.

Conventional money is strictly regulated by central authorities at a federal level. Its regulated scarcity is a major source of powerful economic policy (i.e..raising interest rates to curb inflation) that plays on the rules of capitalist competition. Community currencies, on the other hand, are designed to counterweight scarcity by promoting exchanges founded on cooperation or collaboration. The emergence of new information and communication technologies has promoted numerous local projects that use “open source money” or “collaborative money”. Both “conventional” money and “community” currencies, however, rest on the same foundation, that is, confidence in the agreed on rules of production and supply of monetary and financial instruments (credits, loans, time sharing, etc.). Both are “conventions” designed and operated by living human communities.

Community currencies may also be qualitative rather than quantitative, so that the “purchasing power” of the currency takes advantage of specific ranges of skills and resources (child and social health care, environmental campaigns or edutainment projects), unlike the conventional economy which values certain skills and devalues or ignores others as effects of blind market forces. The move toward “community” currency is motivated by the desire to bridge the gap between what we earn and what we need to survive financially.

Local currencies are seen as a community-building tool. Communities may range from solidarity economies in slums and vulnerable social areas, to game players, to collectors or charity donors; spread throughout the entire world as digital networks promote new forms of community life. Community currencies not only prove a commitment to community building and to supporting what’s local but also may function as a path towards a greater experiential understanding of the role of economics and money in our daily lives. Any community can, in principle, design currencies backed by something, tangible or intangible, that the community agrees has collective value.

Hundreds of community currency models are at work these days. These are a few of the community currency reference sites - Bernard Lietaer,
http://en.wikipedia.org/wiki/Bernard_Lietaer; Resources for Community Currency Activists, http://www.communitycurrency.org/resources.html; Luca Fantacci, "Complementary Currencies: a Prospect on Money from a Retrospect on Premodern Practices", http://akira.arts.kuleuven.be/meijifin/node/52; Social Trade Organisation, http://www.strohalm.net/en/site.php; Open Money, http://www.thetransitioner.org/wiki/tiki-index.phppage=Open+Money+home+page.

ITHACA HOURS, where everyone’s honest hour of labor has the same dignity and LETS, Local Exchange Trading Systems are examples of such models. These two community currency models illustrate new forms of social and communicative practices that have a real impact on living structures at a local level.

The ITHACA HOURS system was created in 1991 by Paul Glover, a community economist and ecological designer. With ITHACA HOURS, each HOUR is equivalent to $10.00 because that’s the approximate average hourly wage in Tompkins County, Ithaca, New York. Participants are able to use HOURS for rent, plumbing, carpentry, car repair, chiropractic, food (two large locally-owned grocery stores as well as farmer’s market vendors accept them), firewood, childcare, and numerous other goods and services. Some movie theaters accept HOURS as well as bowling alleys and the local Ben & Jerry’s. (Meeker-Lowry, 1995)

The LETS model was created on Vancouver Island, British Columbia, Canada, as a self contained network in which members buy and sell services to other members and are paid in the LETS currency. Every member has an individual account which records their debit or credit. Members do not "owe" the person or business providing the service, instead their debt is to the LETS system, and their debt is thus socialized.( James DeFilippus, 2004)

"Currencies are powerful carriers of feedback information, and potent triggers of adjustments, but on their own terms. (Jacobs, 1984) “A national currency registers, above all, consolidated information on a nation’s international trade." (Jacobs, 1984) National dollars tend to flow out of local communities where they are needed the most to those who already control large pools of wealth like banks and corporations. Community currency is also a tool that can help revitalize local economies by encouraging wealth to stay within a community rather than flowing out. It provides valuable information about the community’s balance of trade and collective values. (Meeker-Lowry, 1995)

People who are time-rich and cash poor can be socially and economically productive without necessarily using only national or international, centrally regulated money. If community currencies can also be used in conjunctions with national currency their use does not have to become an all or nothing proposition, thus leading to the notion of “complementary” currencies.

Local currencies empower their members to improve their circumstances and environment while protecting the general community from the negative influences of other capital flows. This gives the community more control over investments and allows the poor to become emancipated beings in the economic choices and conditions that affect their daily lives. Local currency systems offer the opportunity of transforming labor power or working time into local purchasing power. (Meeker-Lowry, 1995)

Solution: 

There are unique challenges in implementing a community currency system, both technical and political. Shared values and multiplayer commitment by community members are needed to build a sustainable currency. Adequate management at the local level may involve monetary policy issues similar to those experienced at national or international spheres. The community may be local, but also involve participants from distant places acting towards a common goal that can be social, educational and cultural. If successful, a community currency system can leverage local projects in economically depressed areas of the map and put them on the road to a hopeful and fruitful future.

Verbiage for pattern card: 

People have always traded with each other, using various ways to represent and store value. In complex capitalist societies, money encourages growth, accumulation, and new forms of wealth and power concentration. Community Currencies can offer a solution for local markets deprived of or unserved by national financial policy. If successful, it can promote local projects and put them on the road to a hopeful and fruitful future.

Pattern status: 
Released
Information about introductory graphic: 
http://www.samarasproject.net/images/hours.jpg -- permission sought

Online Community Service Engine

Pattern ID: 
498
Pattern number within this pattern set: 
62
Fiorella De Cindio
University of Milano
Leonardo Sonnante
RCM - Milan Community Network - Italy
Version: 
2
Problem: 

Researchers and practitioners often trivialize the relevance of the software in determining the sustainability and success of online communities. Opinions differ widely between two extremes: some implicitly assumes that any software for managing online forums is sufficient (cf. Kim A. J., "Community Building on the Web", Addison-Wesley Longman Publishing Co., Inc., 2000); others, including E. Wenger (Wenger, 2001), suggest a large set of features (up to 73) must be included in software for managing online communities—encompassing several different applications, from access to expertise and synchronous interactions, from e-learning spaces to project spaces—resulting in complex and expensive proprietary solutions. Between these two extremes, we believe it is necessary to identify a set of basic macro-functionalities that an Online Community Service Engine should provide as well as a framework for extending these functionalities as required. In the course of this effort, support for communicating across community boundaries is as vital as focusing on individual communities.

Context: 

Communities are more and more seen as powerful means for addressing significant problems in many fields of human activities. Virtual and/or online communities extend these possibilities as they remove the time and space constraints of physical communities while preserving the advantages of sharing knowledge and experience, developing mutual trust, and ultimately cooperation.

Local communities in developed as well as developing countries, communities of practice within and across enterprises, and learning communities each represent very different situations that can be extended and enriched by an online counterpart. More recently, communities arose directly online, as in the case of blogs and blogger communities.

Regardless of these different contexts, online communities are complex socio-technical systems. However, while significant efforts have been made

Discussion: 

While the socio-technical nature of online communities is manifest and a massive volume of literature on online communities now deals with topics such as their sociological aspects and organizational impacts as well as the role they can play is a variety of contexts (within organizations as well as in the society), much less attention has been paid to technological issues. Actually, otherwise satisfactory sociological analysis and identification of general requirements technologies already available - for instance, usability studies (cf. Preece, 2000) -- do not provide clear hints for software developers.

Etienne Wenger has probably advanced the most relevant attempt to identify an appropriate technological platform for the features online communities should provide. In his extensive survey (Wenger, 2001), now revised and updated (http://www.technologyforcommunities.com), Wenger identifies a set of critical factors for the success of a community of practice (CoP) and the technological implications for supportive tools in terms of a list of features (73 items) that an online community environment should have if it wants to satisfy its members’ needs.

Inspired by Wenger’s work, and through an analysis of software used for managing virtual community (PhpBB, PhpNuke) and community networks (such as FreePort and CSuite) as well as our direct experience of managing several online communities (first of all community networks which constitute our basic competence, De Cindio et al, 2004) with different software, we have worked out a higher-level classification of the macro-functionalities a Online Community Services Engine should provide, which is:

  • homogeneous, since each macro-functionality is at the same level of abstraction as the others;
  • complete, since the seven macro-functionalities capture the essentials elements of a fully featured online community service engine;
  • general enough to be applied to any kind of online community, that is, communities of practice, community networks, communities of interests, learning communities, etc.

The result is the following list of macro-functionalities an online community service engine should provide:

  1. Users Management characterizes community members and provides differing and personalized views. Allows discriminating levels of access to community resources. This group of functions includes member directories, access rights, profiles, etc.
  2. Communication and dialog include all the typical synchronous and asynchronous communication tools such as email, discussion boards, blogs, private messages, chats, etc.
  3. Information and publishing allow community members to manage content for publishing as with a standard content management system (CMS), but - which we believe essential in an Online Community Services Engine - an effective integration with the communication and dialog dimension (Benini et al, 2005).
  4. Community awareness gives members the sense of belonging to a community that is characterized by rules, roles, history, customs, etc. Examples of these features are: presence awareness (knowing who is online), reputation and ranking, personal history, subscriptions, distinctive look and feel.
  5. Calendaring includes features for storing personal or community events or appointments by date, together with reminders features and the possibility of sharing calendars among members based on access rights.
  6. Workgroup support features. These features are based on the ability to restrict member access to community resources like forums, upload file areas, calendars, etc.
  7. Monitoring and statistics, i.e., features for keeping track of access, the number of posts, liveliness of forums, moderators reliability, etc.; to trace the “health” indicators of the community.

Beside these general-purpose macro-functionalities, an Online Community Services Engine should be able to be integrated with modules that offer features relevant for any specific type of community. For example teaching modules for learning communities, or deliberation facilities for civic and community networks.

To facilitate the integration of basic functionalities with dedicated features necessary to support specific types of communities, the Online Community Services Engine:

  • must have an overall modular architecture for integrating functionalities that were not built-in;
  • must include a User Management component capable of supplying authentication and authorization services to external add-on components or tools (while most of the user management components of the software used to implement online communities - e.g. PHPNuke - do not accept authentication requests from external modules);

Both these requirements have the effect of opening the Online Community Services Engine through standard protocols, thereby facilitating cross-community communication. For the same reason, the Online Community Services Engine should include features such as RSS feeds which enhance information exchange.

All these functionalities are possible if the Online Community Services Engine is implemented on standard “base-technologies,” such as the Lightweight Directory Access Protocol (LDAP) to handle authentication and authorization and Web services for providing standard interoperability among modules.

Solution: 

This classification of the macro-functionalities an Online Community Services Engine should provide, together with the associated architectural requirements, challenge researchers and practitioners to implement and deploy an Online Community Services Engine that can be tailored by the community that uses it; i.e., each deployment of the engine should be created as an instance of the engine, including the set of functionalities necessary for each specific online community. The opening requirement naturally calls for developing software using open-source tools.

Alternatively, the resulting classification can also be viewed as a check list for selecting from available software (proprietary or not), rather than for development purposes.

Verbiage for pattern card: 

An Online Community Service Engine contains generic services that communities need to sustain themselves. These include user management; communication and dialogue; information and publishing; community awareness; calendaring; work group support features; and monitoring and statistics. An Online Community Service Engine should be able to connect with modules that support for specific groups such as educational or deliberative facilities.

Pattern status: 
Released
Information about introductory graphic: 
Ambrogio Lorenzetti. Wikimedia Commons

Community Networks

Pattern ID: 
858
Pattern number within this pattern set: 
61
Peter Day
CNA Project
Version: 
2
Problem: 

Communities often lack the information and communication infrastructure needed to: a) support and sustain the social networks of clubs, organisations, associations, groups, agencies, families and individual citizens that constitute the structures, organisation and activities of community life; and b) enable effective organisation, planning and enactment of local campaigns when threatened by external agency.

Whilst network technologies present interesting opportunities to support community networking activities they are not, in themselves, community networks. Furthermore, the dominant ICT agenda of both public and commercial sectors is often hostile to the mutuality, collaboration and communicative processes required for utilising ICT in support of community networking (Day & Schuler, 2004).

Context: 

Building, organising and sustaining active relationships within the social, cultural and economic networks of the community requires appropriate and effective strategies. Building and sustaining community networks requires strategies that facilitate the community appropriation of communication technologies in support of community networking.

This pattern is intended as a contribution to, and perhaps even as a catalyst for, a dialogue about community (ICT) networks. Dialogue participants should include: 1) community members; 2) local activists; 3) practitioners (community developers and community technologists); 4) community researchers; 5) policy makers; 6) local businesses and community economic developers. Whilst not exhaustive, the list illustrates the diversity and levels of knowledge and expertise needed to plan and develop community (ICT) networks that empower and strengthen community relationships and processes through democratic communications.

Discussion: 

It is interesting that community networks are frequently referred to as technological artefacts (Wikipedia, 2006) and appear to be understood in terms of the connectivity they give to ICT rather than the links they facilitate within communities. Yet in his seminal text on the emergence of ‘new’, i.e. ICT based, community networks, Schuler explains how the term ‘community networks’ was a sociological concept – that referred to community communication patterns and relationships (1996) – long before the emergence of the community bulletin boards of the late 1970s (Morino, 1994), i.e. the forerunners for the web-based community networks of the 1990s onwards (Kubicek & Wagner, 1998).

Establishing what lies at the heart of community networking, i.e. the purpose and nature of the relationships within communities and the processes of communication, is central to understanding community. Generating knowledge of what shapes and energizes community life by making connections and interacting with people of diverse values and belief systems is pivotal to developing effective community networks. In this respect the effectiveness of community networks is understood in terms of how they support and sustain community communications, relationships and activities.

An example of how knowledge of community networking in its broadest sense can be generated and how this knowledge might inform the development of community networks is illustrated by the Community Network Analysis (CNA) project in the Poets Corner community of Brighton and Hove, UK. Early in the project a community profile (Hawtin, Hughes & Percy-Smith, 1994) was conducted to develop a picture of community assets, community needs and community relationships. Interestingly, the 104 groups, clubs, associations, centres, organisations, etc often interpret their shared social environment in different ways. Acknowledging the existence of such diversity is a central part of beginning to understand and work with it as a source of community strength rather than community threat.

Analysis of the community infrastructure reveals 8 main clusters of groups, clubs, etc and 4 smaller clusters. These clusters, or affiliation networks, are organised by a parent organisation, e.g. community associations and places of worship. Affiliation appears to be based around organisational support mechanisms and the availability of physical space. A number of isolated nodes or didactic networks were also identified, e.g. the two schools are exemplars of a didactic network, although both are keen to develop stronger ties within the community.

‘Informal’ network structures in the community are altogether more open and dynamic than their ‘formal’ counterparts but are also transient in nature. Familial or friendship ties usually predominate and networking often occurs in public spaces, e.g. Stoneham Park, local pubs and coffee shops, or serendipitous street meetings. This agora ‘effect’ provides opportunity for knowledge exchange, comfort and mutually supportive transactions.

Informal social network exchanges tend to be self-organising and mutually reinforcing, falling into one of two categories. 1) Spontaneous, e.g. someone’s cat has gone missing and the neighbours organise a search of the locality; neighbours leave bags of good quality but unwanted clothes/toys on the door steps of families new to the area as a welcoming gesture; groups of people pop in to each other’s houses for coffee and a chat – reinforcing and developing social bonds. 2) Organised but with no formal membership, e.g. networks of baby-sitters and parents requiring ‘sitters’ evolve through the local grapevine; a curry club – where participants try new curry recipes is organised at irregular intervals by email; a book club – run along much the same lines as the curry club is organised by mobile phone; or key holder networks among neighbours in the same street – in which spare keys are cut and distributed among trusted neighbours.

Our study reveals that both network types play a significant role in developing relationships of trust and social cohesion in the community. The communication technologies that people feel comfortable with are increasingly being used to support both network links and exchanges. If community networks are to support the diversity of social realities in community then they must provide safe and welcoming spaces that encourage and facilitate participation and engagement. Enabling people to tell their stories and interact with one another in ways meaningful to them and in comfortable environments is central to effective community networking.

A prototype community communication space (CCS) being developed as part of the CNA project attempts to create such spaces. By working with the community to build both the context and the content for the CCS we have been asked to support video and audio podcasting, digital story-telling, digital art, poetry and music. Local communication forums are being established to support the face-to-face forums of community development/building activities. Blogs, wikis and other social software such as social networking applications are also being explored for potential community benefits.

The graphic , draws on Rogers’ diffusion of innovation theory (1995) to illustrate current stages of the CCS diffusion in Poets Corner.

Working from the centre outwards the first ring represents the Poets Corner Residents Society’s (PCRS) invitation to CNA, and the subsequent invitation from their executive committee to work in partnership with them to map and improve community communications. Much of this period was spent getting to know people in the community, building trust, raising awareness and supporting the activities of PCRS and other community groups. A group of enthusiastic project advocates emerged as CCS innovators. With their assistance the project became grounded in and supportive of community activities and needs.

Slowly but surely trust and respect developed between the partners. A number of community groups displayed interest in the project and began collaborating. The second ring shows early adopters within the community infrastructure. By this time, the project was participating in and supporting the planning and organisation of a second summer festival and family fun day. The third ring illustrates the resultant increased involvement from the community infrastructure and the beginning of some involvement from local residents. We describe this as second stage early adoption activity.

During the project the CNA partnership has been raising awareness of the potential of the CCS and interest within the community is on the increase. We are now in what Rogers’ would describe as the trial and evaluation phases of community assessment. Whether or not the CCS will be adopted, and can be sustained beyond the funding of the project will depend largely on the community themselves. The CNA team will continue to collaborate with the community, but our long term objective has always been to design and build a prototype CCS in participation with the community and to explore how the community will take ownership of and sustain that space.

Solution: 

The potential scope for ICT to support, enhance and sustain community communications is immense but effective community networks can only be built through meaningful and mutual partnerships of knowledge exchange. Communities are contested spaces rich in diversity. They embrace or reject technologies at their own pace and in their own way. These processes cannot be rushed and must be respected. Accepting that they might have to step out of their community ‘comfort zone' in order to embrace 'new' technologies can be threatening . Achieving ‘willingness to participate’ requires patience and dialogue. Community engagement will only be sustained if the community understands the benefits to community life. If community networks are to emerge as significant components of modern community life, external partners must understand this in context and content. Only then can they contribute in a meaningful way.

Verbiage for pattern card: 

Community Networks must help support two capabilities. The first is supporting and sustaining the social networks of clubs, organizations, associations, groups, agencies, families and individual citizens. The second is enabling effective organization, planning and enactment of local campaigns when threatened from outside.

Pattern status: 
Released

Digital Emancipation

Pattern ID: 
801
Pattern number within this pattern set: 
60
Gilson Schwartz
Version: 
2
Problem: 

The opposition between local and global as well as the relative de-emphasizing of space and region in the face of the ubiquity, mobility, portability and interconnection provided by numerous digital networks have become major aspects of globalization and the virtualization of life. Yet there is a well-known saying concerning universality: describe your backyard and you will reach humanity. So, on the other hand, these same features of our increasingly digital and connected world also support decentralization, telecommuting and the intangible re-valuation of each local space, of actually "being there" or at least making a connection to a specific spot (a "hot spot") for the sake of material and immaterial interaction. Thus a new space-time dimension, on a "glocal" level (global in reach but ultimately local in its value-producing competencies), creates new human development challenges. This new space-time requires new skills and generates its own styles of employment and ownership, control and freedom.

Context: 

According to http://en.wikipedia.org/wiki/Glocal: Glocalisation (or glocalization), a portmanteau of globalization and localization, entails one or both of the following:

  • The creation or distribution of products or services intended for a global or transregional market, but customized to suit local laws or culture
  • The use of electronic communications technologies, such as the Internet, to provide local services on a global or transregional basis; Craigslist and Meetup are examples of wW applications that have a glocalized approach.

The global and the local may be regarded as two sides of the same coin. A place may be better understood by recognizing the dual nature of glocalization. Very often localization is neglected in the shadow of the omnipresent veneer presented by globalization. Yet, in many cases, local forces constantly strive to attenuate the impact of global processes. These forces can be seen in efforts to prevent or modify plans for the local construction of buildings for global corporate enterprises, such as for Wal-Mart.

Glocalisation as a term, though originating in the 1980s from within Japanese business practices, was first popularized in the English-speaking world by the British sociologist Roland Robertson in the 1990s.

Discussion: 

The "glocal" dimension relates to specific areas of economic development models, such as local productive arrangements (LPAs), industrial and sectoral clusters (from the electronics district in Tokyo to software and IT-related hubs in Bangalore).

It is clear that the combination of local and global, concrete and universal, remote and present, material and immaterial, tangible and intangible are not clearly demarcated in the glocal development model. Other classic distinctions also become blurred, such as private, public, the "third sector" (or philanthropic) and academic or techno-scientific. Telecenters, public spaces in Third World countries that offer free access to the Web as well as other social and educational services are examples of new glocal development tools.

These ICT-enabled hubs of social and economic engineering also tend to create and design new social artifacts, thus opening opportunities for self-knowing, lifelong learning and employability.

Mediatic capitalism is a new regime of capital accumulation regulated by the value aggregation of knowledge-creating activities and the development of intangible assets (brands, consumer habits, technological standards and service-based value chains). This new form of capital accumulation has also led, for policy purposes, to the increasingly relevant clustering of creative industries. Telecenters can also play a role in the production of images (and self-representations) in peripheral regions of the world, given appropriate regulatory and techno-economic incentives and subsidies.

The term “mediatic” stresses not only the growing role of media (ICTs or information and communication technologies) but also the key function of intermediaries in the organization of production and distribution networks.

Infomediaries, regulators and knowledge-based business consortia and local informational clusters are examples of economic agents and institutions defined by their skills in the production and management of information, communication, knowledge and cultural networks in value chains, power dynamics and organizational structures.

This perspective requires new approaches to governance in the context of rapid globalization and emerging organizational semiotics and new forms of finance that value social, cultural and intellectual capital.

For the peripheral nation-states of the world system, a new threat emerges: there is a growing concern not only with gaps in technology and knowledge, but also with the emergence of a digital divide within developing societies. On the other hand, neo-illuminists preach about the creation of development opportunities led by new technologies (such as the infamous US$100 computer proposed by MIT´s Nicholas Negroponte).

Digital emancipation was proposed as a conceptual horizon for policy-making related to glocal development in December 2005 at the first international conference on digital emancipation, held in Brazil by the City of Knowledge at the University of São Paulo. Human development as emancipation definitely places the burden of action in the local dimension - stressing traditional and informal knowledge whenever possible, so that human development under mediatic capitalism can lead to sustainability, identity and civic intelligence. These characteristics have often been highlighted by development funding agencies, which are increasingly conscious of the rising importance of glocal economics for the appropriate design and implementation of development policies. Micro and nanoeconomics may in this context be more relevant than classic macro and microeconomics.

Solution: 

New forms of exchange, gifts, collaboration and collective action involve not only technical choices but a fundamental consideration for the emancipatory potential of every policy and technological option. Empowerment in the creation of representations may be as important as job creation for youth and actually may be a precondition for jobs to emerge. The critique of local, regional and global as well as other (gender, faith, language) representations of the world in the media becomes as crucial as access to software codes and network engineering. Emancipation is also defined as an antidote to the "digital divide" mindmap, so that a philosophical and political turn moves technological advances into human development tools at both local and global dimensions.

Verbiage for pattern card: 

Digital Emancipation, as opposed to digital inclusion, aims at income generation and identity development rather than "bridging the digital divide." While access to digital networks is increasing, there is less confidence and verified outcomes related to job opportunities, entrepreneurship, solidarity, and organization of civil society. Digital Emancipation refers to the liberating potential of policy and technological options.

Pattern status: 
Released

Peace Education

Pattern ID: 
584
Pattern number within this pattern set: 
56
Helena Meyer-Knapp
The Evergreen State College
Version: 
2
Problem: 

People seem always to have studied war more than peace. Whether in school history classes or in the allocation of government research and university budgets, the energy devoted to peace studies is commonly so small as to be virtually invisible. Furthermore, an interest in peace-making is often taken as a sign of weakness. Hence peace education is unattractive to people with power. On the largest historical scale there is a strong correlation between the acquisition of the full rights of citizenship and warrior status. Furthermore, the right to command violence and wage war is a core prerogative of governments and political leaders. So peace education is easily defined as anti-government and in many places there is constant pressure to sustain the commitment to patriotic sentiment.

Discussion: 

Young people are encountering peace education in a variety of modes: Volunteer lawyers in Washington and other states teach mediation in the public schools. Community groups working with teenagers in trouble teach “straight talk,” a system for engaging directly with potential critics. Families too, have a choice between authoritarian parental powers and developing their members' negotiation skills, although if children are to learn to negotiate, parents must really be willing to change in response to their child’s arguments.

Since peace and justice are intertwined, peace education requires also that the younger generations learn also about achieving justice. Addressing topics relating to economic, ethnic, class, religious and other injustices remains controversial in US public education, but many schools and colleges have begun to open discussion of these issues.

Japan makes a significant investment in peace education for the young, through a large network of museums and peace sites. Most school programs are focused in on peace as it relates to World War II and indeed some of the facilities Japan describes as peace museums, others might label war museums or memorials. Nonetheless, through the cities and citizens of Hiroshima and Nagasaki, Japan has been a world leader in reminding people of the urgent perils of nuclear weaponry.

Peace education and peace research are linked and in 1981, under the leadership of Sen. Matsunaga of Hawaii, the US government set up an Institute of Peace. Since the ending of the Cold War, when it became legitimate once again think more about peace, US universities have founded significant programs, including undergraduate studies at Hampshire College, and graduate programs at George Mason University and Antioch. Europe, too, has seen considerable investment in university level education in peace studies and Europeans seem more willing than Americans to take an assertive stance in favor of peace. One outstanding program in Britain is at Bradford University, another at Lancaster. Among international institutions, Vienna is host to the UNESCO supported European University Center for Peace Studies and the United Nations Peace University is centered in Costa Rica with affiliated institutions in Geneva and Toronto among other places.

Large scale, institutionalized settings for peace education are complemented by dozens of of smaller venues in temples and shrines, churches and mosques, in peace camps for youngsters from war zones, in anger management courses and other therapist communities, in contemplative practices and even in martial arts training. The right environment for peace education can be found to match almost any age, mood, and orientation.

Still, the agressive, competitive and vengeful energies in most societies are given precedence over the peaceful in the media, in business and commerce, in sports, in law and even in education.

This pattern links to Teaching to Transgress, Education and Values, Citizenship School,

Solution: 

Parents on behalf of their children and adults on their own behalf will find they must make an explicit and continuous effort to get enough access to peace education and also to hold back the strong militaristic energies in most contemporary societies. Control gun play of course, but also teach peaceful negotiation and challenge the notion that the good citizen must be ready to go into combat.

Verbiage for pattern card: 

The energy devoted to Peace Education, whether in history classes or through the allocation of government or university funds, is miniscule. Since peace and justice are intertwined, Peace Education requires that people also learn about achieving justice. Schools can teach negotiation skills and empathic respect for different perspectives, using in-class simulations, theater, and other action-learning methods.

Pattern status: 
Released
Information about introductory graphic: 
From Hiroshima to Peace, Seattle, August 6, 2012. Photograph by Douglas Schuler. CC BY-SA 3.0

Mutual Help Medical Websites

Pattern ID: 
778
Pattern number within this pattern set: 
54
Andy Dearden
Sheffield Hallam University
Patricia Radin
Formerly, California State University-Hayward
Version: 
2
Problem: 

People suffering from chronic medical conditions need both information about their condition and the support of others who share their problems. How can such groups of people use the Internet to address their needs, and how can they design and operate a website for the best possible outcome?

Context: 

The Internet allows us to become content providers as well as users. A medically based Web community can become a powerful source of collective intelligence about a particular medical condition, with thousands of people sharing research results, articles, and personal observations with each other, thus breaking down the monopoly that doctors once held on medical information. Such a community also can be a source of comfort, wisdom, new friendships and material assistance. However, the nature of the medium also allows for casual, even abusive use of the information space.

Discussion: 

Breast Cancer Action Nova Scotia's (BCANS http://www.bca.ns.ca) interactive site is the world's largest and oldest breast cancer discussion site, indeed one of the oldest medical mutual-help sites in existence, dating from 1996 when it was started by a volunteer. The site began a period of fast growth in 1998 and in 2002 was reported to have about 400 closely involved "regulars", a wider circle of people who drop in now and then, and an unknown number of lurkers, some of them long-term. Not only women but a few men with breast cancer post to this group, as well as husbands, sisters, brothers, mothers, fathers, and friends. Although the majority of users are American, with about one-fourth Canadian, the site also hosts visitors from all the other continents, notably a large and active contingent from Australia and New Zealand, numerous Europeans, and participants from Turkey, South Africa, India, Hong Kong, and elsewhere.

Participants in the website can give and receive:
• reassurance and caring;
• informal advice to cope with the myriad sub-acute problems that arise;
• encouragement to stick with medical treatment regimens;
• professional medical information, such as details of new clinical trials;
• support for questioning conventional medical wisdom;
• material goods such as cards, gifts, and funds.

The site also includes tributes to those who have died; a collection of links to specific breast cancer topics; and a glossary of more than 400 breast cancer-related terms.

Since its launch with a single discussion forum, an interactive calendar for local (Halifax, Nova Scotia) activities, and a mission statement, BCANS has grown into a community that has written books, given conference presentations, appeared on TV and radio, launched a fundraising arm, and formed numerous in-person friendships.

To account for the success of BCANS, Patricia Radin turned to social capital theory, which analyzes the elements of beneficial social networks. According to the literature, trust is at the heart of a "virtuous circle" of activity wherein people voluntarily help each other, receive benefits in return, and again reach out to provide assistance. Although social capital theory was developed by looking at networks of people working face-to-face in bounded situations, it appears applicable to any context where mutual assistance is being rendered, such as an online medical mutual-help group.

Some specific features of site design and operations help to move visitors progressively toward a state of greater trust and reciprocity.

• An alert webmistress fiercely protects the community from hurtful messages, spam, and exploitation, thus promoting a high level of trust and goodwill.
• As well as the main forum discussing breast cancer issues, there are now additional sub-forums: e.g. one to accommodate groups planning get-togethers and one to allow for the swapping of recipes, jokes, and so on.
• A "prayer chain" section is available for users to post spiritual messages.
• Chat rooms are open 24 hours a day, but particular times are specified when a ‘host’ will be available to welcome newcomers to the chat room.
• There are two ways for participants to post permanent self-introductions (including photos): by filing a profile, which is then automatically linked with each message; and by posting an autobiography in a password-protected section accessible only to others who have filed a "biog." Many personal friendships have been formed and some community members visit the discussions as often as three times a day.

These features allow new visitors to size up the costs/benefits of participation in a risk-free environment; it allows longer-term users to stage their level of self-disclosure; choose from many ways to contribute and receive from the group; and to take part in shared experiences, both virtual and face-to-face; and it gives the more established community members chances to develop personal relationships and initiate projects of mutual benefit.

This pattern is in memory of Patricia Radin who is the original author.

Solution: 

Seek to build trust in stages:

1. Attract and reassure new visitors by giving visual messages explaining why the website was built and who for. Avoid advertising and show sponsorship from individuals clearly. Provide messages from others who share the condition.

2. Allow users to choose when and how to give out personal information. Separate publicly available profiles, from password protected areas where more personal information might be shared. Chat rooms can allow a more ephemeral form of "conversation". Sites should also permit people to send personal responses to posted comments, instead of posting to the whole forum.

3. Be alert to the potential problems of lurkers or abusive material. Active editors are needed to edit out abusive material, to act as hosts in chat rooms, and to maintain the site as a safe space.

4. Seek to build "thick trust," by supporting joint activities - doing things together, this gives people the opportunity to size up each other in a variety of situations.

Verbiage for pattern card: 

People suffering from chronic medical conditions need information and the support of others who share their problems. A web community can be a powerful source of collective intelligence, of comfort, wisdom, friendships and material assistance. Trust must built in stages through communication, privacy, and planning. Moreover, the organizers and the community itself should work together to build "thick trust" through collaborative activities.

Pattern status: 
Released

Alternative Media in Hostile Environments

Pattern ID: 
433
Pattern number within this pattern set: 
53
Douglas Schuler
Public Sphere Project (CPSR)
Version: 
2
Problem: 

Despots despise the visibility that a truly free press can provide. It is their unchallengeable iniquity that would receive the most intense airing. Under oppressive regimes, the circulation of information, literature, and other art forms can be dangerous. People can be harassed, beaten-up, imprisoned or even executed for possession of forbidden information — or the means to create, reproduce or distribute it. Journalists face even greater challenges and require an extensive collection of techniques to get the news out to all who need it.

Context: 

This pattern focuses on journalism during hostile conditions in which citizens have a greater need to engage with the forbidden knowledge and share it with members of their community. The future of reform often depends on the success of this collaboration between journalists and citizens. The ideas in this pattern (including new distribution practices, for example) also can be used in the US or other countries that have a nominally free press yet one that is dominated by a few strong voices with deep pockets.

Discussion: 

The world can be very hostile to independent and alternative journalists and to people who read and think. Even countries where there are no legal restrictions to a "free" press have major problems. The journal Index on Censorship and the organization Reporters without Borders regularly report on the barbarities visited upon journalists worldwide. Despots know that the truth can damage their reputations and ultimately their regime. Although the truth is difficult to hide forever, postponing its arrival, limiting its exposure, and casting aspersions on its accuracy may be adequate for their purposes.

A hostile environment is one in which coercion or force — either formally through laws and police — or informally through thugs or contract killers is employed to stifle the free flow of ideas. The most common form of choking off the flow of information that could be damaging to the government, corporations or wealthy individuals is distraction. Serbian media during the Milosevic years with its breezy lightweight confections of schmaltzy pop as well as nationalist songs and slapstick served up in many cases by scantily clad women, provides a good example of this.

One appendage of the unfree press (at least as conceptualized in the U.S.) is a ruthlessly efficient secret police that stomps out every aspect of alternative point-of-view the instant that it surfaces. This modus operandi seems to be uncommon in practice (and would no doubt be the envy of all the despots). The defenders of the status quo, though loutish and dangerous, are often capricious and incompetent, and they are generally stymied by insufficient resources. The ambiguity of the laws and the ambiguity of the presumed offenses also can work in favor of the journalist.

The former Soviet Union and its satellites provided the fertile soil for an independent press that operated on the margins of the law for several decades. This is the classic "samizdat" distribution in which readers painstakingly and secretly copied by hand or via typewriter and carbon paper, multiple copies of entire books which were then passed on to others who would do the same.

In the "developed world" journalists and other media workers are specialized: one person intones the news of the day, using video clips that another person edited which was shot by another person during an interview conducted by another person as ordered by another person. When the political climate turns nasty and journalists are beaten-up, threatened or killed by government soldiers, paramilitary troops or thugs, when resources dry up or when disaster or wartime situations erupt, journalists habituated to the strict division of labor may be unable to adopt the more flexible and improvisational mode of news production when that becomes necessary. Journalists with overspecialized, deep but narrow, skills will find that they are unable to respond quickly and flexibly when their tried-and-true practices fail due to unexpected circumstances.

Alternative news distribution involves a canny cat and mouse game between those who believe in the free distribution of information and those who don't. Living within an actively hostile environment, it will be necessary to keep changing the way that business is done to meet new challenges. Unlike journalists in the US or other developed countries, journalists must adept in many modes of reporting, many approaches to distribution, a variety of tactics and strategies and the inventive use of what's available to get the job done, as befits what B92 journalist Veran Matic calls a "universal journalist, not an encyclopedic polymath who is informed in different fields, but a professional familiar with print journalism, radio and television, online journalism and information distribution mechanisms." This is what I call a bricoleur-journalist who sends the sounds that accompany the scene at voting station in Africa can go directly over the air via a cell phone with an open line to the radio station. Audio cassettes, printed broadsides or, more commonly today, DVDs can be distributed when the plug is pulled on a radio station (as it was three times during B92's early years of confronting Milosevic). And bricoleur-journalists in different cultures and settings, such as Chinese pro-democracy or environmental activists, will assume any number of local variants.

An interesting, unexpected issue seems to surface from time-to-time by the underground media (and society in general) after the fall of an oppressive regime. (fate of art and literature) Ironically, many people who worked closely with clandestine media over the years now feel unsettled in the post-soviet environment. After communism fell the former trickle of information became a tsunami of mostly commercial offerings. When information was scarce and in danger of extinction possessed an almost sacred allure. Now the same type of information is lost in the flood, just more anonymous flotsam and jetsam in a torrent of images and sounds.

Samizdat or clandestine journalism doesn't always succeed of course. Translating the success of the samizdat or underground press to other regions under oppressive regimes is far from automatic. A potential audience that is interested in the material must exist — as with the media in any situation — and there must be some way to get the material to them. Some of these people earnestly want social change and believe there is some degree, however small, of hope that this outcome is achievable. Interestingly, and somewhat contrary to conventional wisdom, some people in the potential audience are motivated by their desire to know the truth whether it helps to actually change the situation or not. At any rate, the larger and more active and supportive the audience is, the more likely that the alternative press will succeed. On the other side of the equation are the journalists — potential and actually — and the absence of either audience or journalists can prevent the enterprise from being successful.

Although precarious, alternative media production actually builds civic capacity. According to Anna Husarka who worked for Poland's Solidarity Information Bureau in 1989, the journalism they practiced "was a political blueprint for the democratic struggles that dismantled communism." It is also important to note that traditional "news" is not the only "product" of an alternative media project. The B92 enterprise (which started as a college radio station in Belgrade) now includes Radio B92, Television B92, B92.net (Web site), B92 publishing (books and magazines), B92 music label, B92.Rex cultural centre, B92.concert agency, and B92.communications (Internet provision and satellite links) amply illustrates the rich potential of a "media" that chooses to embrace the widest range of outlets. One of their biggest and most successful projects was "Rock for Vote," the biggest rock tour in Serbia's history, "a traveling festival with 6 to 8 bands playing in 25 cities and towns throughout the country." The tour was organized while organizers and activists "were being molested, harassed and detained by the police on a daily basis." In spite of that 150,000 citizens attended the concerts. Most importantly the results of the 2000 elections demonstrated that their main objective was attained: "80% of first-time voters did go to the polls after all ... casting their ballots to bring about fundamental changes in the country."

As mentioned above, some media operations that developed during a period of hostility have had a difficult time making the transition from a post-war or post-oppressive regime. On the other hand, Gazeta Wyborcza, one of Poland's leading underground newspapers in the 1980s, which was started in a kindergarten classroom became one of the most influential and commercially viable dailies in Poland [Smillie, 1999].) B92, in least in the immediate aftermath of the troubles in Serbia, continued innovative programming that reflected their terrifying past. For example, they launched a Truth and Reconciliation process that included radio shows and a series of books about the wars (including the Srebrenica crimes) and disintegration of former Yugoslavia. They also convened a conference "In Search for Truth and Reconciliation" in 2000 that was attended by journalists, intellectuals and representatives of NGOs from all former Yugoslav republics took part and another conference "Truth, Responsibility and Reconciliation" the following year that featured experiences of other countries in similar processes. Radio B92 also set up a special documentation archive on the wars which included testimonies, documentaries, video footage, books and other documents. They also arranged "exhibitions, screenings of documentaries and public discussions on these topics are being organized throughout Serbia" (Matic, 2004).

Solution: 

Producing — and consuming — or other types of cultural or journalistic media with hostile societies can be hazardous to emotional as well as physical health. It is often a unrewarding enterprise at the same time it can be absolutely critical.

Verbiage for pattern card: 

People in oppressive regimes can be harassed, beaten-up, imprisoned or even executed for possession or circulation of forbidden information, literature, or drawings. Journalists face grave challenges and require an extensive collection of techniques to get the news out. Alternative Media in Hostile Environments focuses on journalism during hostile conditions in which citizens have a greater need to engage with forbidden knowledge and share it with members of their community.

Pattern status: 
Released

Online Deliberation

Pattern ID: 
430
Pattern number within this pattern set: 
52
Matt Powell
The Evergreen State College
Douglas Schuler
Version: 
2
Problem: 

People working together are often plagued by the clash of personalities and shifting rivalries of factions and subgroups. Also, without structure, a discussion can become random and rambling. It can be dominated by powerful individuals or other factors. The emergence of these negative group dynamics can adversely impact the ability of the group to achieve it's shared objectives. Other factors, such as distance to the meeting, inconvenient scheduling, or costs of getting to the meeting can obstruct effective and inclusive participation. Current online systems don't provide the structure that groups of people engaging in deliberative meetings or discussions need to help them efficiently move through a decision making process that is accessible and ensures equal participation by all.

Context: 

Board meetings, committee meetings, administrative panels, review boards, volunteer organizations, non-profit community groups.

Discussion: 

Everyday conversation, though often purposeful, is informal; it doesn't rely on an agenda, defined roles, or precisely delineated rules of interacton. To overcome the unpredictabilty of this type of human interaction, systematic rules have been created to facilitate purposeful group meetings whose objective is to produce collective decisions. One of the earliest set of "parliamentary procedures" was formulated in 1876 by Henry Robert in a treatise entitled "Roberts Rules of Order". "Roberts Rules", as they have come to be known, have been widely adopted as a means to fairly and equitably conduct the business of group meetings and provide a method to ensure that all parties within the group have the opportunity to participate in the decision making process. At the same time Roberts Rules ensure that no minority interest can exert undue influence on the process.

The advent of the Internet has provided an opportunity to combine the democratic principles (such as Roberts Rules of Order), with modern interactive communication technologies, to provide new web-based meeting facilitation systems. Ideally, online deliberations systems would allow people to come together as peers in an "on-line" environment and conduct "official" business meetings without being present in the same physical location. The plethora of online discussion systems, especially when contrasted to the scarcity of deliberative systems suggests the difficulty of this enterprise.

While working in and with a team of students at The Evergreen State College the authors of this pattern were involved in the development of eLiberate a working prototype developed using Linux, MySql, Apache, and PHP. The application provides facilities to create groups and to create and schedule meetings. Then, using written (typed) rather than spoken input, the system facilitates meeting by coordinating user interactions (such as making motions), conducting and tallying votes, and providing an archive facility for official minutes.

Online deliberation substitutes one set of advantages and disadvantages for the set that face-to-face deliberation offers. In general the broad criteria of either approach include access to the process, efficacy of the process (including individual involvement and process as a whole, and the context (including legal requirements, etc.). Of course these criteria overlap to some degree and influence each other.

Although face-to-face deliberation is basically "low-tech," physically getting to meetings may involve costly, "high-tech" travel. Then, once physically present at a face-to-face meeting, effective participation depends on the skills (including, for example, how to use Roberts Rules of Order), intentions and knowledge of the individuals. It also depends (of course!) on the skills, intentions and knowledge of the other participants in the meeting — including the chair.

By making access to a computer (connected to the Internet) a prerequisite to participation online deliberation adds an access hurdle comprised of cost, geography, and computer fluency. Depending on the characteristics of the potential attendees this barrier may be more than offset by the advantages that online deliberations could provide. If, for example, the meeting attendees are drawn from western Europe and the United States, it is likely the case that costs associated with computer communication will be less than transportation costs. As a matter of fact, online deliberation makes the prospect of more-or-less synchronous discussions / deliberations among people around the world possible, although here the tyranny of time zones and humankind's intrinsic circadian rhythms (which encourage us to sleep at night and stay awake in the daylight hours) become a mitigating factor: making decisions while many of the attendees are sleeping is one formula for dysfunctional meetings. The very fact that worldwide meetings become possible however provides an enormously fertile ground for civil society opportunities. (See, for example, the World Citizen Parliament pattern.)

Knowledge of the topics under discussion, knowledge of the process (Roberts Rules of Order, for example) and command of the language(s) being used in the discussion can also be obstacles to effective and equitable face-to-face as well online deliberation. Online environments, however, have the potential of alleviating, at least to some degree, some of the disadvantages that seem to be intrinsic to face-to-face settings. In the eLiberate example mentioned above attendees can select a "language pack" so that the appropriate Roberts Rules process word or phrase (such as "I second the motion") will be presented in the attendee's own language. Note that this is not machine ("on-the-fly") translation. Moreover it has no bearing whatsoever on the content of the meeting — what the participants actually contributed — it determines only which of several equivalent language sets of the Roberts Rules "meta-language" is displayed to each user. The possibility for automatic "machine translation" to be put to work on all attendee input so that attendee only saw input to the meeting in their own language. Of course machine translation is imperfect at best — and may always remain so. Try, for example, transforming some verbiage into another language and back again via a machine translation system on the web. The result generally bears no resemblance to the original. On the other hand, translation by humans is not perfect either; relying as it does on the skills of the human translator. For those reasons it may be well-advised for reasons of transparency and integrity of the process to make both (or all) original and machine-translated language versions available for inspection with the other meeting contributions in the database. (Today as I write this a transcript of an interview with me appeared in a Sao Paulo newspaper: my utterance "couldn't" was transcribed as "could" — an easy mistake that totally inverts the meaning!) So, while free and reliable electronic translation is desirable, high-quality human translation could be inserted into the process as appropriate. This could only be as "simultaneous" and as accurate as the skills and availability of the human translator interposed within the process would allow. The needs discussed above for multiple versions and for long-term storage are appropriate in the case of human translation as well.

The online environment offers other potential advantages. One obvious benefit is that only the actions that are allowable within the deliberation process at that time are displayed to the individual participants. This, in theory, can help reduce problems that are commonplace with meeting attendees who are not thoroughly familiar with the Roberts Rules conventions). Online systems can also provide online "help systems." Within eLiberate, for example, users can view descriptions of how and when specific actions are used. Also, as previously mentioned, a meeting transcript can be automatically created and votes can automatically be tabulated as well.

Solution: 

Development of a network-based application that will provide non-profit, community based organizations with the technology they need to conduct effective deliberative meetings when members can't easily get together in face-to-face meetings. Ideally the tools would increase their effectiveness in addressing their mission while requiring less time and money to conduct deliberative meetings.

Verbiage for pattern card: 

Group discussions are often plagued by personality clashes and rivalries. Also, without structure, discussions can become random and rambling, or dominated by powerful individuals. To overcome these problems, systematic rules have been created to facilitate meetings that encourage fair decisions. Now is the time to develop Online Deliberation systems that support effective deliberative meetings when getting together in-person is difficult or costly. 

Pattern status: 
Released
Preface: 
People working together to conduct business as a group are often plagued by the clash of personalities and shifting rivalries within the group. Also, without structure, a discussion can become random and rambling. And it can be dominated by powerful individuals. Other factors, such as distance to the meeting, inconvenient scheduling, or costs of getting to the meeting can obstruct effective and inclusive participation. To overcome the unpredictability of informal human interaction, systematic rules have been created to facilitate purposeful group meetings and encourage collective decisions. It's time to develop Online Deliberation applications that provide organizations with the technology they need to conduct effective deliberative meetings when members can't easily get together in-person. Ideally the tools would increase their effectiveness while requiring less time and money to conduct the meetings.
Information about introductory graphic: 
Photograph: Fiorella De Cindio
Information about summary graphic: 

e-Liberate online deliberation tool; Public Sphere Project

Conversational Support Across Boundaries

Pattern ID: 
439
Pattern number within this pattern set: 
50
John Thomas
IBM Research Hawthorne
Version: 
2
Problem: 

As Herb Simon pointed out in the "Architecture of Complexity", a common heuristic for dealing with complexity is to break complex problems into smaller, more or less independent components. When a complex organization is broken down into smaller units (such as divisions, departments, teams) each unit specializes. People are selected, trained, and motivated to optimize the performance of that unit. However, there remains the necessity for coordinating across units to deal with changes, exceptions, and errors in organizational design. In these cases, it is necessary for human beings to solve problems across organizational boundaries. However, since people in different organizations have been selected, trained, and motivated differently, such conversations are often very difficult.

Context: 

Context: Organizations strive to become more efficient partly through automation and partly through specialization of function. Organizations train one group of people to perform a function and then "hand off" the process to another group trained to perform another function, etc. Integration often extends across formal organizational boundaries so that; e.g., various participants in supply chains attempt to coordinate their efforts. Such larger scale integration can result in greater efficiency. Systems are not designed, however, with complete knowledge of every possible contingency. When design assumptions break down, it is important for people on both sides of a functional boundary to have a cooperative conversation in order to solve the problem left by the gap between reality and the design assumptions.

Discussion: 

Forces:

Many processes are too complex to be understood in detail by one person.
Performance on a task is generally a logarithmic function of time on task.
A person's time is limited.
Complex systems are typically designed and built by decomposition.
Systems to automate, semi-automate, or coordinate are generally designed by people who are not the people who actually do the tasks.
Designs can never anticipate all contingencies.
Human beings can negotiate to solve novel coordination problems via conversation.
People find conversation in the service of finding and solving problems rewarding.
People are subject to forming "in-groups" and "out-groups."
If "in-groups" and "out-groups" are formed, rather than negotiating a solution to a problem that is globally optimal, each group will try to "win" by forcing the solution that is optimal for their subfunction.

Examples:

Historically, many organizations have recognized the need for such informal conversational ties and have provided both special places (Officer's Club; Traditional Pub; Company Cafeterias) and events (Company Picnics; Religious Retreats; Holiday Parties; Clubs) to facilitate such interchanges. As organizations attempt integration across ever wider scales however, providing appropriate venues becomes increasingly challenging.
In some cases, two related functions report to a single manager and the manager may serve as a communication bridge. Clearly, however, in complex organizations, formal management methods alone will be insufficient for coordination across all the boundaries.
When links in a processing chain do not converse, inefficiency results. For example, telecommunications company Customer Service Reps gave out credit card numbers to business customers. However, they had to get these numbers from the accounting department. The customer service reps were only allowed to make outbound calls between 12 and 1. The accounting department generally had lunch between 12 and 1. As a result, it was often many days before customers were able to begin using their business accounts. The accounting department and the customer service reps also disliked each other, had no informal contact, and when other coordination problems arose, generally blamed each other.

The same general difficulty arises in attempting to deal with any complex problem; e.g., attempting to voluntarily and democratically facilitate social change. For instance, in the pattern, "Community of Communities" it is possible for various communities to develop plans that inadvertently interfer with each other. That is why it is useful, on a regular basis, to have conversations that cross community boundaries.

At IBM Research, I used to play a lot of tennis with other IBMers including an inter-company league. Here, I met someone in the corporate tax department named Frank.
I also used a system which returned the abstracts of scientific and technical articles that contained key-words of interest. Such systems return many false positives. One in particular had nothing whatever to do with my interests; it was about a new federal program that allowed highly profitable companies to trade tax credits with companies that were losing money. Instead of throwing this in the trash, because I had had conversations with Frank, I forwarded him the abstract. He looked into this program and saved a lot of money for IBM. This case illustrates that ideally even people with no obvious process connection should be able to converse informally.
In planning the first Universal Usability Conference (ACM SIGCHI), it was necessary to delegate various functions to various parties. We attempted to plan ahead of time by standard tools such as budgets and project timelines. A weekly conference call proved crucial in allowing us to identify and solve unanticipated problems effectively and efficiently.
In WorldJam (an on-line 3 day company-wide electronic meeting for all IBMers), moderators and facilitators used Babble (an electronic blended synchronous/asynchonous chat) and Sametime (a synchronous chat system) as backchannels to collectively solve problems and coordinate information among jam topics.
In Hanna Pavillion, a children's psychiatric hospital, each change of shift is marked by a short joint staff meeting in which critical issues are discussed so that a continuity of knowledge persists across shift boundaries (common in most medical settings). In addition, at least some people work double or rotating shifts and get to know people from various shifts. There are ample opportunties for informal conversation during the day as well as special outings. Then, staff members can coordinate treatment for a specific child across the boundaries of profession and shift.

Additional Reviewers/Editors: Catalina Danis, Alison Lee, David Ing, Ian Simmonds
Image of Babble courtesty of: "Visual by www.PDImages.com"

Solution: 

At a minimum, Time, Space, and Means as well as Motivation must be provided for people who need to coordinate acoss units to carry on continuing informal conversation. People must have time to carry on such conversations. A space must be provided in which such conversations can take place. If a physical space convenient to both parties is not feasible, some means of support for informal distant collaboration and conversation is necessary. Payoffs must accrue to the parties across a boundary for jointly for solving problems, not for proving that the other party is to blame.

Verbiage for pattern card: 

We must often work together across organizational and other boundaries to solve problems. However, since other groups have different knowledge, norms, and expectations, conversations can be difficult. It is important for people on both sides to have cooperative conversations. Time, space, means, and motivation, must be provided. Payoffs must accrue to the parties for solving shared problems, not for proving that the other party is to blame.

Pattern status: 
Released
Information about summary graphic: 

Berlin Wall; Wikimedia Commons

Citizen Access to Simulations

Pattern ID: 
744
Pattern number within this pattern set: 
48
Alan Borning
University of Washington
Version: 
2
Problem: 

It can be difficult to understand and bring into public deliberation the long-term consequences of major public decisions, for example, the consequences of building a new rail system or a freeway in an urban area. Simulations can help illuminate these consequences (for example, a simulation of the long-term effects on land use, transportation, and environmental impacts of different choices). To be compelling and useful, the simulation results should presented in a way that they can be understood and used by a range of interested citizens. Further, ideally not just the results, but access to running the simulation, should be available to the public, to allow experimentation with alternatives. To aid in understanding and credibility, the simulation should be constructed in a transparent fashion, so that its operation is open to inspection and discussion.

Context: 

This pattern is potentially useful to advocacy groups, other community organizations, business associations, and local and regional governments. Using this pattern depends on a suitable simulation and data being available. Another factor (less important but useful) would be the existence of a community indicators program that tracks current trends using indicators, so that the *same* indicators can be used to both track current trends and to present the simulation results. (Doing this is particularly useful in applying the Reality Check pattern [link to Reality Check pattern], in which simulation results are compared with observed, real-world data.

Discussion: 

Community Indicators [link to Community and Civic Indicators pattern] can provide an important tool for monitoring current trends in a community. However, we will usually be interested in the values of these indicators in the future, not just the present - and which actions will result in more desirable outcomes as measured by the community indicators. Simulation and modeling can provide a powerful tool for informing such discussions, particularly if the results from the simulation can be presented using the same indicators as selected in a participatory Community and Civic Indicators project. For example, the summary graphic for this pattern shows the population densities in the Puget Sound region in Washington State in 2025 given the current land use and transportation plans, as projected by the UrbanSim simulation system. The results of the work should be made available using the web or printed reports. Using the web has the advantage that definitions of indicators, documentation, and related information can be conveniently linked together. Supporting public access to running the simulation, as well as the results, might be provided in several different ways, depending on the complexity and size of the simulation and input data. Particularly for complex simulations, with substantial data requirements, accessing a simulation hosted on a server via a web interface is a good technique. Smaller simulations might be downloaded and run on individual's computers. This is in general not an easy pattern to use. In addition to developing the set of indicators (including careful definitions and documentation), a simulation of the phenomenon of interest must exist or be developed, including the necessary data and calibration to apply it in the given community. For the example used here (land use and transportation), this typically requires that the local or regional government agency in charge of land use and transportation planning either undertake the simulation work itself, or be willing to work closely with another organization that does so. The game SimCity demonstrates that many people -- including grade school children -- can be highly engaged by what might have been thought to be a dry topic, namely urban planning. While games such as SimCity can provide valuable inspiration and interaction ideas, there are key differences between such games and the simulations suggested in this pattern. First, this pattern is concerned with producing simulations of actual phenomena, for example, simulating a specific, real, urban area, with the intent of producing useful forecasts of its long-term development to inform public deliberation and debate. Second, the interaction techniques available to its users should expose only the actions and "policy levers" available to real citizens and governments (for the urban simulation example, such as building light rail systems or changing zoning). Users of these simulations can't simply declare that an area will be redeveloped (or bring in Godzilla); rather, all they can do is change relevant policies in a scenario in hopes of influencing people in the simulated environment to redevelop the area and residents to move there. Potential challenges to the result include challenges to the accuracy and reliability of the simulation.

Solution: 

Develop a simulation of the system of interest (for example, of urban land use and transportation), and make the results of the simulation accessible to interested stakeholders using indicators. When possible, make running the simulation accessible to the public as well.

Verbiage for pattern card: 

Simulations can help illuminate long-term consequences of major public decisions on land use, transportation, and the environment. Citizen Access to Simulations can provide powerful capabilities for informing community discussions, particularly if the results are presented using the same indicators that were used in a participatory community and civic indicators project.

Pattern status: 
Released
Information about introductory graphic: 
UrbanSim
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