tactics

Peaceful Public Demonstrations

Pattern ID: 
434
Pattern number within this pattern set: 
133
Douglas Schuler
Public Sphere Project (CPSR)
Version: 
2
Problem: 

Governments and large companies often ignore the will or well-being of the people. An election can be stolen a war can be illegitimately launched, an environmental disaster can be caused — all without significant challenge from legistatures, the courts or other designated "guardians of the people."

Context: 

When "normal" dissent is being ignored; when imminent, possibly catastrophic, initiatives are being undertaken such as an unprovoked invasion of a sovereign country. In these cases "traditional" ways of registering dissatisfacton aren't appropriate.

Discussion: 

Although crowds of people can be — and are — denigrated by politicans, the media, and other powerful institutions, their existence is somtimes the most profound expression of a population whose rights or sensibilities are being ignored. People must sometimes take to the streets to visibly express their dissatisfaction.

Large public demonstrations are probably the most overt form of protest. It is hard to deny the reality of thousands, tens or hundreds of thousands of people, in the streets peacefully marching, with banners and signs, music, costumes, noisemakers and other devices that have been spontaneously and individually designed. Though often portrayed in the media as marginal and/or dangerous, mass demonstrations (such as those in the Ukraine in December 2004) are generally peaceful and, indeed, suitable for the whole family. As a matter of fact, the presence of families and older people helps ensure that the demonstrations are peaceful. Through their visibility, they also help to legitimize the protest by showing that the concerns aren't limited to one demographic use, youths, for example.

In February, 2003, the world witnessed the largest expression of this pattern in history. People gathered in over 600 ciites in over 40 countries worldwide to protest the invasion of Iraq by the world's only superpower. Although the Bush administration was undeterred by this unprecedented display of disapproval, the idea of peace as an ideal was brought forward by civil society worldwide and held aloft as a universal idea — one that citizens must not allow governments to pursue — or ignore — according to their own calculations and motivations.

Mass peaceful demonstrations don't take place in a vacuum. They need to be tied to broader strategy. This often involves engaging with the media and with established governing (or intermediating) entities. It is often helpful to have a clear set of demands. Finally, although this doesn't always happen, measures like gathering names and contact information can be used to help build a large activist network that persists beyond the duration of the protest itself.

I was dreaming in my dreaming
Of an aspect bright and fair
And my sleeping it was broken
But my dream it lingered near
In the form of shining valleys
Where the pure air recognized
And my senses newly opened
I awakened to the cry
That the people / have the power
To redeem / the work of fools
Upon the meek / the graces shower
It’s decreed / the people rule

   -- Patti Smith, "The People Have the Power"

I think that the photograph of the demonstration in Los Angeles (early 2003) against the US invasion of Iraq used above is from a web site that helped promote the worldwide peace demonstrations.

Solution: 

Peaceful, mass public demonstrations both large and small, in combination with other forms of dissent are sometimes necessary.

Verbiage for pattern card: 

Although demonstrations are disparaged by politicians and the media their existence is sometimes the deepest expression of those whose rights or sensibilities are being ignored. It is hard to deny the reality of thousands of people in the streets peacefully marching, with banners and signs, music, costumes, and noisemakers. Peaceful Pubic Demonstrations need to be tied to broader strategies that include building activist networks that persist beyond the protest itself.

Pattern status: 
Released
Information about introductory graphic: 
Wiki commons

Media Intervention

Pattern ID: 
427
Pattern number within this pattern set: 
132
Douglas Schuler
Public Sphere Project
Version: 
2
Problem: 

Corporate media exists to make as large a profit as possible; responsiveness to the public interest is secondary at best. Like a drumbeat, its endless repetition presents an unremitting pulse to our lives. Corporate media is scripted by people far away from the "ordinary" people who spend their time with it. Alternatives to corporate media exist of course, but the audiences are substantially smaller; the alternatives generally have lower "production values" (due to fewer resources) and are much harder to find. Consequently they are enjoyed only by the more intrepid among us. People and organizations who struggle to interject alternative messages into the public consciousness via the media — even with paid ads — will be soundly rebuffed. For example, the AdBusters Foundation has repeatedly attempted to get their "Buy Nothing" piece aired on television in the US. only to be turned down by the major networks. MoveOn's "Bush in 30 Seconds" was also rejected by the networks. Environmental organizations have trouble getting their messages aired but corporate ads on the same themes are aired without questions.

Context: 

When access to media is blocked...

Discussion: 

Until fairly recently, it was a commonly held notion in the United States that "the people owned the airwaves." Although that notion has apparently vanished from the minds of many politicians and government regulators, people periodically reassert this right when other routes have failed.

With few exceptions, access to media is generally blocked to citizen and, especially, alternative viewpoints. The choices of media often boil down to state-run media (often propaganda) or purely commercial (or a combination of the two) or none at all.

In the US particularly but in other countries as well people are bombarded with images and ideas that are generally cut from the same cloth. Whether news, "reality" shows, police dramas, talk shows, or commercials television is a seamless and impenetrable wall that is assiduously protected from invasion. Media Intervention is one tactic to fight this particular and ubiquitous form of censorship. In this case, the media truly is the message: while the content itself is commercialistic, addicting, intellectually and psychologically (and emotionally? and politically?) stultifying (debilitating?), the sheer immensity and second order effects of the media as a societal phenomenon make it impossible to ignore. It's a problem for everyone when the "vast wasteland" grows vaster.

Media intervention comes in many guises and new approaches are devised fairly frequently. There are vast differences in the ways that this pattern is employed — all the way from the most polite and prescribed to the most overt and officially prohibited. This pattern is general enough to encompass Culture Jamming (Lasn, ____), Textual Poaching (Jenkins, ____), subvertisements, "disciplining the media" and "Billboard Adjustment."

Randolph Sill carried out a brilliant Media Interventio with aplomb in Seattle in the summer of 2003. He attended a televised Mariner's baseball game with a sign that was adorned with the number of Mariner star player, Ichiro Suzuki, and some writing in Kanji. Unbeknownst to the non-Japanese speakers at the game and, in particular, the people who were televising the game who captured Sill and the sign that he enthusiastically brandished whenever Ichiro was at bat, the Kanji on one side read, "President Bush is a monkey's butt" which was complemented on the other side with the claim that "Americans are ashamed of their corrupt president" (Jenniges, 2003).

In the late 1990's, the Barbie Liberation Organization engineered a similarly clever caper which ultimately was covered with bemusement on the television evening news in a number of U.S. cities. The intervention began with the purchase of several ultra-feminine "Barbie" dolls and the ultra-masculine "G.I. Joes" "action figures" (not dolls). Back in their secret laboratory, the BLO surgically altered the dolls, performing a gender swap (or "correction" as they called it) of the voice boxes of the two stereotypical avatars. Then the dolls were repackaged and placed ("reverse shoplifting") on various toy store shelves around the country where they were purchased by unsuspecting shoppers. Back at home, the young recipients of the dolls were surprised when the he-man Joe professed a love for shopping while the wire-thin Barbie newly masculinized wanted to "take the next hill" presumably with a hail of hot lead. One intriguing postscript was that at least some of the recipients of the transformed doll/action figure preferred the new version to the old.

Finally, the techniques of (1) trying hard to get one's issue injected into the media and (2) disciplining the media for content that people find objectionable (and, less frequently, praising the media for appropriate coverage), form the traditional "bread and butter" core of this pattern and are not expected to go away or lose their importance in the face of the other approaches discussed earlier.


NY Act Up Activists Make an Unscheduled Visit to the CBS Evening News.
More information can be found at: http://www.actupny.org/divatv/indexN.html

Solution: 

Sometimes it becomes necessary to intervene in the media to nudge it into new avenues that it might not have taken without the intervention. This can be done cleverly and effectively but it's not easy. The tactic and campaign should be carefully tied to the aims and the particulars of the situation — but it still might not work!

Verbiage for pattern card: 

Whether news, "reality" TV, police dramas, talk shows, or commercials, corporate media is a seamless and impenetrable wall that is protected from citizen intrusion. People and organizations who struggle to interject alternative messages into the public consciousness via the media are often ignored or rejected. By nudging the media into new directions, Media Intervention is one tactic to fight this particular and ubiquitous form of censorship.

Pattern status: 
Released
Information about introductory graphic: 
Photo bombing a Russian newscast protesting Ukrainian invasion

Tactical Media

Pattern ID: 
781
Pattern number within this pattern set: 
131
Alessandra Renzi
OISE/ University of Toronto
Version: 
2
Problem: 

Activist information campaigns and protests aimed at sensitizing the public to issues of social justice and politics often fail to reach an audience. In some cases, this is due to a reticence on the part of the mainstream media to tackle controversial issues. However, this can also simply happen because inadequate communication tactics prevent the public from identifying with or understanding the language used to convey the intended message. In other words, many actions organized by activist organizations go unnoticed, either because they do not succeed in showcasing their cause through means that cannot be ignored by the media, or because their lines of argument cannot be easily connected with the ways non-activist audiences experience the world.

Context: 

Tactical Media (TM) are a loosely defined set of practices that can be used by activists and community groups seeking to engage with the production of counter-information, as well as with its modes and possibilities of dissemination. In fact, the tactical circulation of information is a fundamental aspect of political intervention in the informational environment.

Discussion: 

"Tactical media are media of crisis, criticism and opposition. This is both the source of their power, and also their limitation. Their typical heroes are the activist, Nomadic media warriors, the pranxter, the hacker, the street rapper, the camcorder kamikaze..." (the ABC of Tactical Media)

Because of their ad-hoc character and their adaptability to different contexts, TM are hard to define. Hence, instead of “what is TM?” a more useful question is “how does TM work?” The following three examples are helpful to illustrate some of TM’s possible uses and outcomes.

Example one: During the last US presidential campaign Bush’s official website was cloned, with the alternative site featuring a critique of Bush’s agenda to become president. This site was set up by the Yes Men, a group of actors who impersonate representatives of important organisations at official meetings in order to subvert their messages in the mainstream media. Their stunt prompted Bush to announce on television that “there ought to be limits to democracy”.

Example two: Several labour activist groups in Europe, fighting against unstable working conditions use TM for their campaigns. The Italian group Chainworkers invented Saint Precario, the patron saint of precarious workers. His statue appears at demonstrations, public events and in public spaces, constructing “precarity” through familiar symbols, and leading the public to make its own connections between the procession, common people’s problems and today’s world market. Through San Precario and other similar games and actions, the issue of precarious labor has gained visibility within the EU and is now being discussed even outside of its borders--while more sustainable forms of social struggle against precarity are the background on which such actions rest.

Example three: Telestreet is a network pirate television stations run by activists and community groups who use free UHF frequencies and simple, low-cost technological devices to broadcast their video productions into Italian households. Telestreet programming is not solely aimed at counterbalancing Berlusconi’s monopoly on the mainstream media with alternative content, but also at experimenting with the medium of television as a space for cultural production and community building.

Generally, TM rely on artistic practices and "do it yourself" (DIY) media, created from readily available, relatively cheap technology and means of communication. A tactical medium is devised according to the context where it is supposed to function. This means that it is sensitive to the different sets of communicative genres and resources valued in a specific place, which may vary from street theatre and banner-dropping to the internet or radio. For this reason, TM actions they are very effective and can take on a wide variety of forms. For instance, they can mimic traditional means of information while circulating alternative content; they can subvert the meaning of well-known cultural symbols; and, they can create new outlets for counter-information with the help of new media.

In many cases, TM practitioners borrow from avant-garde art practices (e.g. linguistic sabotage and detournement), politics and consumer culture to trouble commonly held beliefs about every-day life. Such techniques–also called culture jamming–involve an appropriation of the language and discourses of their political target, which is familiar to the non-activist audience. Therefore, the subversion of the message’s meaning pushes the audience to notice where some strategies of domination are at work in a given discourse, raising questions about the objectivity of what is believed to be “normal.” TM actions creatively reframe known discourses, causing the public to recognize their limits. According to TM theorist David Garcia “classical TM, unlike agit-prop, are designed to invite discourse” (Garcia 2006), they plant the seeds for discussion by operating a fissure in what is considered to be “objective reality,” requiring a form of engagement to decode their message.

Despite many successes, TM practices like the Yes Men impersonations have often been criticized because their short-term interventions expose the weak points in the system but do not attempt to address them. However, TM should not be seen or employed as an isolated form of protest but as one tool for groups to reach wider audiences in a broader network of political struggle. In fact, even when they hijack the attention of the mass media, the Yes Men stunts and Saint Precario do not constitute an emancipatory practice in itself. Yet, they are a great example of how to bring topics to debate. As part of an organized campaign centred on a specific issue, such stunts can give resonance to voices otherwise unheard, and hopefully open up some space for a dialogue between minority and majority groups–or between minorities.

Moreover, TM practices can help make transversal connections between context-related social, cultural and political problems, and various organized sites of resistance. For example, the Telestreet network enables different activist groups and coalitions to use their space to support or showcase their own cause. Similarly, TM practices can be useful to create new memes that raise awareness of unjust social conditions, as in the case of Saint Precario.

Ultimately, it is important to maintain TM’s emphasis on experimentation, collaboration and the exchange of knowledge as part of a broader cartography of organized social struggle. For these reasons, there is a need to create more conditions where TM exploration of new possibilities for resistance can take place. Such projects can range from media literacy teaching to culture jamming workshops in schools, to festivals and temporary media labs where people can come together and develop creative ways to engage in protest and critique of the systems which govern their lives from an ever-increasing distance.

Solution: 

TM practices are marked by an ongoing attempt to experiment with the dynamics of media dissemination of information, searching for the most effective way to bypass the obstacles created during the diffusion of such information, in order to reach an audience. Thus, TM actions can help activists attract the attention of the mainstream media, as well as enable them to convey their message in a way that is intelligible to the audience.

Creative Commons Photo Credit: www.insutv.it

Verbiage for pattern card: 

The circulation of information about social struggles is a fundamental aspect of successful political interventions and deserves careful planning. Tactical Media are practices that engage with the production of counter-information and with its modes and dissemination possibilities. Examples of TM range from Do-It-Yourself radio shows to humorous pranks used to spark discussions about social issues.

Pattern status: 
Released

Whistle Blowing

Pattern ID: 
481
Pattern number within this pattern set: 
130
Tom Carpenter
Douglas Schuler
Public Sphere Project
Version: 
2
Problem: 

Corporations may flaunt legal or ethical guidelines by, for example, ignoring safety considerations on the job, harassing employees, or dumping toxic chemicals. Governments also engage in a multitude of transgressions from the minor to the truly horrific. Many of these misdeeds are kept secret, cloistered within a strict organizational "code of silence." "Whistle blowing" is an American expression for exposing problems within an organization from within that organization. The act of whistle blowing is essential to correcting problems in society, yet the whistle blowers are often punished severely for their actions. Society benefits from — but does not adequately protect — the whistle blower.

Context: 

This pattern can be used by anybody who finds themselves in possession of knowledge that is being kept secret when it should be made public. People who aren't in this position — journalists and "ordinary citizens," for example — can also use this pattern to support the people who are in this position.

Discussion: 

Whistle blowers are often heroes of the modern world who undergo a mighty — and sometimes ultimate — sacrifice for the good of the rest of society. Tom Devine of the Government Accountability Project (GAP) wrote a thoughtful and informative book which contains useful advice on how whistle blowers can "blow the whistle" on wrongdoing — without becoming martyrs in the process.

Powerful (and not-so-powerful) institutions and organizations may engage in a variety of unethical or illegal activities to further their own goals — at least as perceived by the perpetrators of the activities. These acts are kept hidden from those on the outside until such time as they are uncovered by somebody on the outside or exposed by somebody on the inside. The pressures on an "insider" to keep quiet about the transgression are immense. Although society as a whole benefits from the new revelations, the whistle-blower is likely to be seen as a traitor to his or her community and punished heartily for his or her efforts; He or she could be shunned at work, fired, "black-balled" (denied employment in general in the future) , or, even, physically harmed. Of course, even after it's revealed to the world, the damaging evidence can be ignored by the media or spun into irrelevance by the institution and its allies.

In a section called "Blowing the Whistle Wisely", Devine discusses "basic survival strategies" which are listed below.

  1. Before taking any irreversible steps, talk to your family or close friends about your decision to blow the whistle.
  2. Develop a plan so that your employer is reacting to you, instead of vice-versa.
  3. Be alert and discretely attempt to learn of any other people who are upset about the wrongdoing.
  4. Before formally breaking ranks, consider whether there is any reasonable way to work within the system by going to the first level of authority.
  5. Maintain good relations with administrative and support staff.
  6. Before and after you blow the whistle, it is very important to protect yourself by keeping a careful record of events as they unfold.
  7. Identify and copy all necessary supporting records before drawing any attention to your concerns.
  8. Research and identify potential allies such as elected officials, journalists or activists who have proven their sincerity and can help expose the wrongdoing.
  9. Either invest the funds for a legal opinion from a competent lawyer, or talk to a non-profit watchdog organization about the risks and obstacles facing you.
  10. Always be on guard not to embellish your charges.
  11. Engage in whistleblowing initiatives on your own time and with your own resources, not your employer's.
  12. Don't wear your cynicism on your sleeve when working with authorities.

Whistle blowing arises within government institutions as well as commercial concerns and, as a matter of fact, has some degree of legal protection — at least in some countries. One of the most important examples of government abuse include corruption, violation of human rights (by allowing torture, for example) or by hiding decisions, such as a decision to start a war while publicly asserting that peace is being sought. Some connect the concept of protecting whistle blowers with free speech rights secured by the 1st Amendment of the Constitution. Beyond a rights context, government transparency is necessary for a healthy democracy, in that accurate and timely information is vital for informed policy-making.

This pattern connotes the use of a whistle, as in the whistle of a police officer, to signal for help. Others have likened it to a train whistle, that sounds a warning upon approach to an intersection. In sports, the referee blows the whistle to stop game play.

The "whistle blowing" concept needs to be legitimized in different contexts, some of which are extremely hostile to the idea. In some cases it will be important to come up with new expressions in other languages to talk about the concept! In addition, the very term "whistle blower" does not translate well into other languages, such as Russian. It has been suggested that "truth-teller" may work better in that language than whistle-blower.

Solution: 

Support whistle blowing and whistle blowers. This is often done through support networks and by laws and media.

Verbiage for pattern card: 

Corporations may flaunt the law or ethical guidelines by harassing employees, ignoring safety considerations, or dumping toxics. Governments of course are also guilty of various crimes. Whistle Blowers expose problems by making hidden incidents or documents public. Although society benefits from Whistle Blowing, whistle-blowers are often punished for their efforts. There are many ways, however, to prevent whistle blowers from becoming martyrs.

Pattern status: 
Released

Citizens' Tribunal

Pattern ID: 
610
Pattern number within this pattern set: 
129
Douglas Schuler
Public Sphere Project (CPSR)
Problem: 

Powerful countries — such as the US or the UK or others — are seemingly free to ignore international law and other recognized norms of acceptable behavior when it suits their government. If other countries and international organizations are impotent against such transgressions, NGOs and other civil society groups (who have even fewer resources) face almost insurmountable hurdles for legally challenging these actions.

Context: 

Non-governmental organizations or other citizen groups with few to no means by which to challenge what they perceive to be moral wrongs are the main users of this pattern. Unfortunately the use of this pattern is limited generally to democratic societies or other places where its confrontational approach is tolerated. There are countries, for example, where a tribunal directed at the United States could be convened, while a tribunal directed against the government of the host country would be strictly prohibited. Unfortunately there are few, if any, public or legal means where citizens of countries like North Korea, Uzbekistan and other countries that are isolated from the network of international relations, can challenge their government's policy without fearing for their life and liberty.

Discussion: 

Civil Society faced with what they perceive as serious crimes that are being perpetrated by governments, has devised the concept of a "Citizen's Tribunal." Part legal proceedings, part theater, part publicly speaking "truth to power", the concept has been expressed most strongly with the World Tribunal on Iraq (WTI) condemning the invasion of Iraq by the United States.

According to Richard Falk, professor emeritus from Princeton University, "The WTI was loosely inspired by the Bertrand Russell tribunal held in Copenhagen and Stockholm in 1967 to protest the Vietnam War, which documented with extensive testimony the allegations of criminality associated with the American role in Vietnam. The Russell tribunal featured the participation of Jean-Paul Sartre, Simone de Beauvoir and other notable European left intellectuals. It relied on international law and morality to condemn the war but made no pretension of being a legal body, and its jury contained no international law experts." The World Tribunal on Iraq had its specific roots in a session of the Permanent Tribunal of the People that was held before the war in Rome. The sessions of the WTI began in Brussels in March 2004 and finished in June 2005 in Istanbul. Sessions were also held in Berlin, Stockholm, Hiroshima, Rome, New York, and Barcelona.

The work of the WTI was divided into a Panel of Advocates and a Jury of Conscience. The role of the Panel of Advocates was to document the charges against George Bush, Tony Blair, and others through analysis and testimony. This body would then present the case to a Jury of Conscience which was "composed of distinguished moral authority personalities from around the world, to pass judgment on the actors and their actions from the perspective of international law."

One question is how does the "other side" participate — if at all? Can they submit evidence or provide testimony? In other words, how does a tribunal differ from a trial? For one thing, the U.S., for example, the U.S. would undoubtedly skip a Citizen's Tribunal since it has declined to appear before the World Court as a defendant. A Citizen's Tribunal is not a court (it obviously has no powers of enforcement, for example) and is not obligated to emulate one. At least in the case of the WTI, a Citizen's Tribunal "is self-consciously an organ of civil society, with its own potential enforcement by way of economic boycotts, civil disobedience and political campaigns." It is not designed to find the truth but to bring the truth to light. As Falk points, out, the WTI as an instrument of civil society: "proceeds from a presumption that the allegations of illegality and criminality are valid and that its job is to reinforce that conclusion as persuasively and vividly as possible.

Legitimacy, however, as in the legal system, is a very big issue. If the tribunal does not seem legitimate, it can more easily be portrayed as a charade. Legitimacy can be maximized by providing unimpeachable authorities and by providing strong corroborating evidence including documentation and expert testimony.

As a direct and public challenge to power and authority the Citizen's Tribunal faces numerous challenges in addition to difficult task of establishing legitimacy. One of the most important of these challenges is irrelevance. The unequivocal repudiation of the powers-that-be is unlikely to be covered in any serious way by the media. Additionally, the possibly marginal nature of the group sponsoring a Citizen's Tribunal places it far from the centers of power and is thus questioned about the legitimacy of its actions.

Since the power of a Citizen's Tribunal relies on its symbolic nature, publicity is important. One approach is to bring in a broad coalition to organize the Tribunal. It is important to get people to the event and to send out publicity afterwards (through, for example, the web and DVDs). The WTI submitted its report to the United Nations. On the other hand, exposure and publicity can be risky — counter demonstrations, arrests, intimidation and thuggery, in addition to media condemnation, might be in store for the conveners.

Many challenges present themselves while organizing and conducting the event: Who will participate? How is the agenda organized? Where will the funding come from? How will security issues be handled? And of course, the idea of multiple venues, however attractive the idea is, increases the magnitude of the logistical challenges considerably.

Although Falk's statement below (from a WTI press release) is associated with the World Tribunal on Iraq, the basic approach and philosophy of that effort can serve as a basic model (that can be modified) for another tool for people without extensive resources who are struggling with issues of state violence and other urgent issues of our times.

"The WTI is opposing aggressive war, war crimes, and crimes against humanity. It is not opposing the governments or the United Nations. Indeed it hopes to create pressure from below that will encourage law-abiding governments and the UN to do their proper job of protecting weaker countries and their populations against such illegalities. And beyond this protection we are promoting a world movement of peoples and governments to realize a humane form of globalization that is equitable with respect to the world economy, legitimate in upholding the human rights of all, and dedicated above all else to creating the conditions for sustainable peace based on justice for every nation on earth."

Solution: 

In certain situations, civil society organizations are moved to protest perceived crimes of sovereign nations. The Citizens' Tribunal has the potential to become a powerful tool to raise issues to more visible levels than governments or the media are likely to do on their own.

Verbiage for pattern card: 

Powerful countries sometimes ignore international law and other norms of acceptable behavior. NGOs and other groups face tremendous hurdles when challenging these actions. Citizens' Tribunals, such as the World Tribunal on Iraq condemning the US invasion of Iraq, are part legal proceedings, part theater, and part publicly speaking "truth to power." In spite of many challenges, a Citizens' Tribunal can be a powerful tool.

Pattern status: 
Released
Information about introductory graphic: 
Session at the People's Permanent Tribunal, Mexico, 2013

Power Research

Pattern ID: 
435
Pattern number within this pattern set: 
128
Douglas Schuler
Public Sphere Project (CPSR)
Version: 
2
Problem: 

Powerful people and organizations tend to abuse their power. Without understanding who has power, how the power is wielded, and how that power can be kept within legitimate boundaries, people with less power can be ignored, swindled, lied to, led into war, or otherwise mistreated.

Context: 

This pattern should be considered in any situation in which institutionalized power is a strong influence.

Discussion: 

The powers of ordinary men are circumscribed by the everyday worlds in which they live, yet even in these rounds of job, family, and neighborhood they often seem driven by forces they can neither understand nor govern. — C. Wright Mills

In 1956 sociologist C. Wright Mills' The Power Elite provided an in-depth examination of power in the United States. About a decade later, in 1967, G. William Domhoff wrote Who Rules America? which was followed by Who Rules America Now? in 1983. As one might expect, these books contained a detailed analysis of who has power, how the power is exercised and through what routes the powerful came to their positions. To some degree, the who of "who has power" is not as relevant as what they do with it and how they came to possess it. Their routes to power were so uniform as to suggest that specific, repeatable social mechanisms were at work to ensure that the same type of person, with the same ideologies would be elevated to these positions — and that other people from other circumstances would be denied entrance.

That social mechanisms are at play is of course not news to sociologists who make it their business to understand these mechanisms. The rest of us have vague suspicions but little concrete knowledge. Although the powerful may be visible to some degree the representations that we witness in the media are likely to be sanitized, scrubbed clean of improprieties, stereotyped and otherwise rendered useless for thoughtful consideration. This knowledge is vital to all participants in a democratic society. Knowing who and how people who occupy the seats of power wield the levers of social control is key to positive social change.

While the work of Mills and Domhoff have uncovered the processes of the maintenance of power in America, it is undoubtedly the case that similar processes are being played out every day around the world. For that reason, it's imperative that these studies be undertaken throughout the world. The point of gaining an understanding of these processes is not to insert different people into the process (although in many cases this is desirable). Nor do we gain this understanding in order to derail the entire system or to just "throw the bastards out." (After all, in some cases the people holding power may not be scoundrels!) An understanding of the process will help us adjust the system as necessary, know where the points of intervention exist and, in general, increase the level of awareness thus making it more difficult for the people with less power to be bamboozled by those with more.

There are many exciting examples of this pattern. One particularly compelling one is based on the Reflect theory. It combines adult learning and social change using the theories of Paulo Freire integrated with participatory methodologies. Their report on Communication and Power describes how written and spoken word, images and numbers can be used by villagers in India (see figure below) in analyses of caste power.

Solution: 

Research power — what it is, how is it organized and applied, who has it. Although it is important to make the findings freely available. It is at least as important to disseminate the ideas and techniques that help people initiate their own power research projects. This pattern particularly applies to government and corporations but other people, institutions, and groups (such as hate groups, militias or organized crime families) need to be thoroughly investigated as well.

Verbiage for pattern card: 

Powerful people and organizations tend to abuse their power. Without understanding who has power, how the power is wielded, and how that power can be kept within legitimate boundaries, people with less power can be ignored, swindled, lied to, led into war, or otherwise mistreated. Research power — what it is, how is it organized and applied, and who has it. Make the findings available and share the techniques that help people initiate their own power research projects.

Pattern status: 
Released
Information about introductory graphic: 
Image: ActionAid

Open Source Everything

Pattern ID: 
614
Pattern number within this pattern set: 
127
John Thomas
IBM Research Hawthorne
Version: 
2
Problem: 

Commercial interests in the form of large multi-national corporations strive to fulfill only the most profitable needs or wants. In many cases, the highest or easiest profit aims at wants that may not ultimately be in the interests of the targetted consumers (let alone the workers or the environment). For instance, many food companies focus on high fat, high sugar, high salt products that humans find tasty based on an evolutionary history in which these substances were difficult to find. For people in the developed world, however, having access to such foods is unhealthy. Furthermore, the way these foods are produced, transported and marketed involves unaccounted for costs to humanity. This is just one example. In general, corporations are not only motivated, but legally required to maximize profits, not meet actual human needs.

Furthermore, the economies of scale lead large companies to focus efforts on those wants that are best met by mass-produced goods and services. There are a huge range of very specific needs that much smaller groups or individuals have which do not provide suffficient inducement for large companies to provide.

Thus, the corporately created world both fails to meet many human needs and even when it does produce value, it tends to focus on wants rather than needs and do so in a way that has many undesirable side-effects.

Context: 

In a variety of arenas, including publishing scholarly work, the development of educational materials, and the development of useful, robust software, an "open source" process has shown itself to be very effective. There are a variety of reasons why such a process is now timely. First, there are a large number of people globally with access to the Internet. This allows global communities with common interests to work together without the necessity of physical travel (which can be expensive in time and money). Second, there are worked examples of people from many fields volunteering their efforts to create value for the common good of their community. These examples serve, in turn, as models for other communities. Third, there are a critical mass of people with time and knowledge to add value to such collective efforts. Fourth, although it has been common in the past for those in power to use their power to keep their power, in modern times, a series of social and legal processes have been put in place to consolidate power into structures that are no longer effectively regulated by countervaling forces such as local governments or community pressure. The first three factors make the use of Open Source feasible and the last makes it manditory. In addition, Open Source has the capacity to personalize and customize value to much smaller groups than is feasible for large companies. Thus, by offering Open Source materials, people may collectively fulfull a greater proportion of human needs and wants. This is currently referred to as "the long tail." There are a very large number of people wanting a few common things and a very small number of people each wanting something different. Open Source is much better positioned to fulfill those different things wanted by only a relatively few.

Discussion: 

Perhaps the most articulate introduction to the general concept of open source is the introduction to Eric von Hippel's Democratizing Innovation:

"When I say that innovation is being democratized, I mean that users of products and services -- both firms and individual consumers -- are increasingly able to innovate for themselves. User-centered innovation processes offer great advantages over the manufacturer-centric innovation development systems that have been the mainstay of commerce for hundres of years. Users that innovate can develop exactly what they want, rather than relying on manufacturers to act as their (often very imperfact) agents. Moreover, individual users do not have to develop everything they need on their own: they can benefit from innovations developed and freely shared by others. The trend toward democractization of innovation applies to information products such as software and also to physical products. As a quick illustration of the latter, consider the development of high-performance windsurfing techniques and equipment in Hawaii by an informal user group."

Probably the most notable and widespread success story of "open source" is the development of open source software. The "source code" of any computer program is the complete set of instructions that the computer follows to provide its functions. There are two competing philosophies that determine the rules regarding the distribution of software "source code."

The basic business orientation dictates that, above all, the source code should be kept private and that only people who are allowed to make changes to it -- either to add functionality or fix bugs -- are the people who are authorized by the company that owns it. Although there are several variants, the "free software" or "open source" model if more-or-less the opposite of the corporation model in nearly all respects. Anybody can obtain the source code without cost. Anybody can make changes to the source code. And anybody can distribute the code without restriction to anybody.

Besides its desirable price (nothing!), the open source model offers many advantages over the closed, corporate model. One is that many eyes can identify and fix many bugs. Software flaws such as bugs or security holes are more readily found and exposed. (This is the reason why fair voting advocates are generally in favor of open source voting software.) Another reason is that the open source model promotes innovation by allowing anybody to implement new functionality. Although many of the modifications may be unwanted, some may provide a foundation for desirable features. Although the open source approach has its own disadvantages (as do all approaches), it offers surprisingly stiff competition against deep-pocketed corporate behemoths. Linux, for example, is more robust, less buggy and on a faster release cycle than well-funded corporately engineered operating systems.

Although computer programmers have been at the forefront of this intellectual revolution, computer programs are certainly not the only complex artifacts that could be designed, built, maintained and improved through an open-source collective effort.

One obvious artifact to think about moving into open source development is the development of vaccines and other medicines. And in this arena, medicines that could reduce suffering caused by the worldwide HIV-AIDS epidemic come to mind readily. Of course, in so-called "primitive" societies, knowledge of how to find, prepare and use medicinal plants was a precious gift handed down from generation to generation.

With oil prices skyrocketing, open source automobile developers could work together on developing automobiles with super high mileage and other environmentally friendly features. Already (NY Times August 2005) hobbyists are modifying Priuses and other hybrid vehicles to pump up the mileage.

Because corporations are driven primarily to maximize profits, they tend to focus efforts on the very popular and tend to ignore small niche interests. For example, the open source music movement now allows individuals to create music collaboratively and globally. Probably the most popular of these, adding 200 users per week is MacJams. (See links below for general home page and to see what an individual's entry looks like). Albums can be built and distributed on a one-off basis without the high up-front costs of using a recording studio.

Similar avenues exists for poetry, stories, photographs, video and artwork. Examples may be seen at lulu.com, Xlibris, and publishamerica.

Solution: 

Use the mechanism of Open Source to meet needs that are not well-met by large institutions and corporations as well as areas where the social and environmental costs of market-driven competition outweighs the value provided.

Verbiage for pattern card: 

High profits for corporations can mean low benefits for consumers, workers, and the environment. In many areas, including scholarly publishing and the development of educational materials and software, an "open source" process can be an effective alternative. Open Source Everything can be used to meet needs where the social and environmental costs of market-driven competition outweighs the benefits.

Pattern status: 
Released
Information about introductory graphic: 
Ligeti Stratos

Socially Responsible Video Games

Pattern ID: 
605
Pattern number within this pattern set: 
126
Douglas Schuler
Public Sphere Project (CPSR)
Version: 
2
Problem: 

Video games are frequently violent, sexually explicit and exploitive and commercialistic. Whether their use leads inexorably to social exclusion or anti-social behavior and attitudes, the fact that their use occupies the minds of millions of people for billions of hours in a given year might make anybody question whether this is wise.

Context: 

Video games draw people in but people don't get much in return. Is it possible that this medium can be re-engineered to good purpose? Gamers and game designers should explore these possibilities as should policy-makers, NGOs, and other people interested in new educational possibilities.

Discussion: 

The idea of using computer games for socially responsible purposes has some intriguing arguments in its favor. One is that people are already spending enormous amounts of time doing mindless virtual driving (at least they're not wasting gas!) and shooting virtual villains, etc. If they're going to spend that much of their time gaming why not have them do something of value? (or so that argument goes.) On the other hand, it's not clear that it would work. Perhaps shooting is more fun than learning for some (or many or most?) people (but then according to the Harper's discussants, you can always trick them by giving them points or the right to use the virtual laser guns only after they did the "educational" thing, like adding the numbers or spelling the word.) But it's not obvious that even if people like playing an educational or socially responsible game that it would have any positive lasting effects.

Models and simulations provide ways for people to explore situations that can't be experienced directly — like the future. At the same time we must acknowledge that these tools aren't as compelling as they could be. Well-designed interactive games have the potential to be educational in that people learn about the world as well as compelling — they thrust the gamer into the scenario.

Certain types of video games are, on some level, not unlike simulations in which the computer extrapolates certain plausible outputs — both expected and unexpected — based on user selections or decisions. Simulations, however, are "serious" while games by their very nature are frivolous — or so it would seem.

What, in theory, could socially responsible video games achieve? One possibility is that they could improve cognitive skills including memorization of spelling and multiplication tables, as well as deeper skills such as analysis, interpretation, or evaluation. Another possibility is that one could learn a general feel or understanding from the games; just as people get some type of general knowledge from visiting foreign countries. One could, for example, get an impression of what it would be like to, say, deliver relief food to refugees in a remote war zone.

A video game, like a movie, book, or, even, a story told aloud, is not "real." It's a creation of a parallel artificial world, or a world "once removed" from "reality." In the early 1960s Yale psychology professor Stanley Millgram conducted a bold experiment that demonstrated (or was widely perceived as having demonstrated) how people were naturally inclined to follow orders from perceived authority figures, however illegitimate and immoral the orders might be. In those experiments, a "doctor" with official-looking garb tells the subject (misleadingly) that he or she are going to be involved in a memory experiment. In the course of this experiment, the subject will push buttons that purportedly deliver increasingly powerful electric jolts to an unseen person in the next room, a confederate who doesn't seem to be able to master the memorization of a few words at a level that sufficiently pleases the experimenter. After the hapless person with the poor memory cries out in [feigned] pain, the real subject understandably balks at delivering more pain to the person in the next room. After the authority figure explains that they "must continue" with the experiment, the vast majority of the subjects elected to continue their regiment of electrical shocks to the unseen victim. A notable exception to this excursion into a morally dubious zone were people who had spent time in German concentration camps during World War II. Many of them simply refused to deliver the punishment.

One plausible explanation is that the survivors who had actually witnessed situations in which blind obeisance to power led to barbarity, learned about its pitfalls, while those who had not been in such a situation had not. This suggests that video games could provide a type of rehearsal for situations that might arise in the future, serving much the same role as it is believed that play does for children.

It is the possibility that video games could provide meaningful instruction that inspired Paul Rogat Loeb to propose a video game based on former U.S. Vice President Al Gore's "Inconvenient Truth" movie that explores the looming prospect of global warming and massive climate change: "The game could build on Gore’s existing movie, slide show, and website, adapting whatever elements were useful, but also making the process more interactive, more engaging for an audience for whom games are a prime language. Why not put people in the role of climate scientists assessing the evidence, governmental and corporate decision makers, citizens trying to keep our society from driving off a cliff? Why not let them try out different ways of acting? (Loeb, 2006).

Video games could (at least theoretically) help society learn how to deal with various problems that people might encounter: emergencies, stolen elections, loss of civil liberties, etc, The fact is that our globalized, mediated, interconnected world thrusts a multitude of issues into our face that reveal our impotence: although they demand a response, individually we have nothing in our experience that helps us truly grapple with it ‐ let alone determine what that should be done about it.

Several video games have been released, and several more are in planning, that are intended to teach people about real-world issues in ways that television new reports and formal education are unlikely to emulate. One game, "Food Force" developed by the United Nations World Food Program, puts players in the middle of a dangerous food relief mission on Sheylan, a fictional island in the Indian Ocean suffering from drought and civil war. Players airdrop food, drive down mine-infested roads, buy and distribute food and help rebuild. Surprisingly, the game has been downloaded by over three million of people and is second in the number of free downloads only to "America's Army," another "serious game," this one a recruiting tool for the US Army (Rosenberg, 2006).

There are several new games with socially responsible orientations. One is called "A Force More Powerful" and designed to teach non-violent strategy. Others are based on the Israeli-Palestinian conflict (PeaceMaker), genocide in Darfur, and Adventure Ecology in which two kids, Dash and Bay fight eco-threats and villains like Agent Waste and Professor Ignorance and the environment is represented as a "a highly complex and interdependent system in which every life-form, air molecule and pebble plays a part" (Snoonian, 2006).

While video games are often damned because of their total disconnect from the "real world," this separation may also have its virtues. According to Raph Koster (Wasik, 2006), there is a " magic circle" surrounding games and "it has to be a circle games of no consequence." Formal education, on the other hand, generally does not have a "magic circle of no consequence." In other words, failures — both small and large — at school have consequences that vary from minor annoyances and embarrassment to not being able to attend college or find meaningful employment after high school.

Solution: 

Will Wright, the designer of SimCity and other simulation games, commented on the goals he has for Spore, a new video game now in development: "I want people to be able to step back five steps, five really big steps. To think about life itself and its potential-scale impact. I want the gamers to have this awesome perspective handed to them in a game. And then let them decide how to interpret it" (Johnson, 2006). While we can't know how valid this perspective is and how his new game will promote those ways of thinking, it's clear that it represents a step up in relation to the majority of the other games that people play.

Verbiage for pattern card: 

Video games can be violent, sexually explicit, exploitive, and commercialistic. Whether or not they lead to anti-social behavior and attitudes, the idea presents intriguing possibilities. Ideally they could help teach people about real-world issues in compelling ways. And models and simulations provide ways for people to explore situations that can't be experienced directly — like the future.

Pattern status: 
Released
Information about introductory graphic: 
http://commons.wikimedia.org/wiki/File:Faust_und_Mephisto_beim_Schachspiel_19Jh.jpg

Open Source Search Technology

Pattern ID: 
431
Pattern number within this pattern set: 
125
Douglas Schuler
Public Sphere Project (CPSR)
Version: 
2
Problem: 

People rely on search engines to find the information they need on the web. The motivation, however, of the groups providing search engines is securing profits for their owners; other motives necessarily and inevitably take a back seat. The negative implications of relying solely on commercial search engines, though vast, are generally not recognized. If the enormous gatekeeping potential of commercial search engines is not balanced with open and accountable public approaches, the ability to find non-commercial information including that which doesn't appeal to broad audiences or is critical of governments and other powerful institutions could conceivably disappear. The privatization of the means to access information could also lead to a situation where advertisements and other "sponsored" information could crowd out non-commercial information.

Context: 

People in their daily lives need, search for — and find — a tremendous amount of information. Increasingly, they are looking for this information in cyberspace. While Internet technology has opened up an unbelievably vast amount of information and opportunities for communication for millions of people worldwide, the very fact that we are relying on technology which is out of our control is cause for concern — if not alarm. Although the application of this pattern is relevant to any system that people use to find information, our immediate attention is drawn to the Interne which is poised to become increasingly dominant in the years ahead.

Discussion: 

Access to information can be made easier; barriers to obtaining the information that people need can, at least in theory, be anticipated and circumvented. But, like the chain whose ultimate strength is determined by its weakest link, access to information can be thwarted at many levels. Although non-public (commercial and otherwise) providers of information and communication services can be "good citizens" who prioritize the needs of their users, the temptation to become less civil may prove irresistible if and when the "market" suggests that uncivic behavior would result in higher revenue. In circumstances such as those, they may decide to relax their current high standards accordingly. Big web portals are, for example, becoming increasingly cooperative with the Chinese government, presumably because of the huge market which potentially exists there. One approach to addressing this problem, an open source / public domain classification system similar to that used in the public libraries in the U.S. and other places coupled with open source, community owned and operated search engines, is simultaneously defensive and forward looking. Defensive, because it could serve as a hedge against information deprivation and commodification. Forward looking, because this approach could help usher in an exciting new wave of experimentation in the era of access to information. As the development of the Internet itself has demonstrated, the "open source" nature can help motivate and spur usage in terms of the complementary tasks of classifying information and retrieving it easily. Existing classification approaches like the Dewey Decimal System also have limitations (Anglo-centrism, for example) and approaches like Dewey are not strictly speaking in the public domain (although Dewey is readily licensable). Nevertheless the Dewey system might serve as at least a partial model. Schemes that are well-known, such as the Dewey Decimal system allow everybody to communicate more quickly and with less cost. It is the open protocol nature of the Internet that has allowed and promoted easy and inexpensive ways to not only get connected, but to develop new applications that relied on the underlying, no license fee, protocols. Computing and the potentially ubiquitous availability of online environments provide intriguing possibilities that older approaches didn't need or anticipate. The Dewey Decimal system, for example, tacitly assumes a physical arrangement of books — the code assigned by the librarian or technicians using the system declares both the book's classification and the location it will occupy in the library. Although having a single value is not without advantages, an online environment opens the door for multiple tags for a single web page — or for finer-grained elements (a paragraph, for example, on a web page or the results of a database query) or, broader-grained collections of elements. A federated collection of link servers (Poltrock and Schuler, 1995) could assist in this. As far as search engines are concerned, civil society can hardly be expected to compete with Google's deep pockets and its acres of server farms. Yet, it may be possible to distribute expertise, knowledge, and computational capacity in such a way that a competitive "People's Google" ("Poogle?) becomes conceivable. The idea of a single organization within civil society that can even remotely approach Google's phenomenal computing resources is of course absurd. But so in general is the idea of civil society "taming" the most powerful and entrenched forces and institutions. The problem here, though chiefly technological, is very similar to the one that civil society faces every day: How can a large number of people sharing similar (though not identical visions) work together voluntarily without central authority (or centralized support), undertake a project and succeed with large, complex undertakings. The "answer" though diffuse, incomplete and sub-optimal is for the "workload" — including identifying, discussing and analyzing problems to devising responses to the problems — to be divvied up — as "intelligently" as possible — so people, doing only "pieces" of the whole job can be successful in their collective enterprise. This strategy is much easier to define and implement in the technological realm. One very successful example of this is the SETI@home project that employs the "idle" cycles of user's computers all over the world to analyze radio telescope data in a search for extraterrestrial intelligence. If, for example, one million computers working together on the people's search project, could devote some amount of processing power and storage to the project, the concept might suddenly become more feasible. Although it would be possible for every participating computer to run the same software, breaking up the tasks and distributing them across a large number of computers (thus allowing us to "divide and conquer") is likely to provide the most suitable architecture for a People's Search Engine. For one thing this allows dynamic re-apportioning of tasks: Changing the type of specialization that a computer is doing to make the overall approach more effective. At the beginning of "Poogle's" life, for example, half of the computers might be devoted to finding (or "spidering") and indexing websites while the other half might work on identifying which web sites meet the users' search criteria and presenting a list of pertinent results to the user. After a week or so, it may become clear that the first task (identifying and indexing sites) may require less attention overall while the second task (handling user search requests) desperately needs more processing power. In this situation, some of the computers working on the first task could be re-assigned to the second task. Of course this situation might become reversed the following week and another adjustment would be necessary. In a similar way, the contents of indexes could be shifted from computer to computer to make more effective use of available disk space more efficiently while providing enough redundancy to ensure that the entire system works efficiently even though individual computers are being shut down or coming online all the time and without advance notice. The People's Search Engine (PSE) would make all of its ordering / searching algorithms public. Google's page-ranking algorithm is fairly widely known, yet Google has adjusted it over the years to prevent it from being "gamed" in various ways by people who hope to increase the visibility of their web pages by "tricking" the algorithm to gain a higher page rank than the Google gods would bestow. Ideally the PSE would offer a variety of search approaches of arbitrary complexity to users. Thus people could use an existing, institutionalized classification scheme like the Dewey Decimal System or a personalized, socially-tagged "folksonomy" approach, a popularity approach a la Google, a social link approach like Amazon ("People who searched for X also searched for Y") or searches based on (and/or constrained by) "meta-information" about the pages, such as author, domain, publisher, or date last edited.

Solution: 

The development of "open source," public domain approaches to information access is essential for equity and progress among the people of the world. The possibility of credible competition will serve as a reminder to for-profit concerns that access to information is a sacred human right. It would also help to maintain and extend the patterns of innovation that open protocols have made possible. Among other things, researchers and members of civil society need to work on classification systems for Internet resources. It is imperative that civil society focuses attention on open source approaches to searching, archiving and other information access needs. For many reasons, this will help in the evolving process of opening up the world of information to people everywhere.

Verbiage for pattern card: 

If the gatekeeping of commercial search engines is not balanced with open and accountable public approaches, the ability to find non-commercial information or that which is critical of governments and other powerful institutions could disappear. Open source, public search engines using open classification systems could solve this problem. This could open a new wave of experimentation and remind us that access to information is a sacred human right. 

Pattern status: 
Released

Environmental Impact Remediation

Pattern ID: 
603
Pattern number within this pattern set: 
124
Douglas Schuler
Public Sphere Project
Jim Gerner
Free Geek Olympia
Version: 
2
Problem: 

Although information and communication are often conceived as abstract, intangible and immaterial, the systems that maintain them are, of necessity, constructed with solid things such as paper, lead, concrete, rubber, glass, mercury, cadmium and silicon which are fabricated into the delivery trucks, wires, library buildings, computers, chips and CDs. The manufacture (and ultimate retirement) of all of these things is often accompanied with environmental damage, as the 23 "Superfund" sites in Silicon Valley will attest, In 2005, 63 million computers in the U.S. were replaced with newer models. Up to 80% of the waste is then sent to developing countries where it often contributes to environmental and health hazards. Additionally, energy is consumed — often in immense quantities — throughout every stage in the life-cycle of a product. As devices are made with shorter and shorter life-spans and the uses of ICS increases worldwide, this problem will become more critical unless something is done.

Context: 

Vast numbers of people are affected by the increasing "informatization" of the world. This includes people who are fortunate enough to capitalize on the new technology and those who are unfortunate enough to live with the refuse. This pattern can be used by people who have some control over the situation, including those who are in a position to develop laws and policies, producers who can lessen the effects of their products entering the waste-stream, and local communities who can develop policies and programs for responsible treatment of discarded technology. Community activists, health professionals, local governments, and neighborhood organizations will need to organize and work together in this effort. Other possible participants include computer geeks, social activists, environmental activists and those wanting to learn more about computers and new technology.

Discussion: 

The use of information and communication systems is expanding enormously in countries like the US as well as in countries like China and India. This is causing immense demands on their infrastructure and on the environment. Computer technology has grown increasingly more sophisticated in a very short period of time. During that same time, the costs have dropped in relative and absolute terms, thus resulting in a massive number of obsolete computers and other technology much of which has been dumped somewhere where toxins like lead, cadmium and mercury can leach into the soil and water.

In addition to the new intellectual and social spaces that the new technology helps provide, we need to think about the impact that information and communication systems are having on the environment. Although we associate physical spaces like libraries and auditoriums with energy and resource use, the creation, storage, and distribution of information requires energy and resource use as well. Some of this use doesn't square with conventional wisdom. Computer use, for example was supposed to lower the consumption of paper because everybody would simply read the computer screen. The amount of travel was also going to decline because business could be conducted electronically, thus substituting communication for transportation. The electronics industry was also celebrated as an environmentally friendly industry yet there are 19 "superfund" sites associated with high-tech industries slated for environmental remediation in Santa Clara county, home to more of these sites that any other county in the U.S. IBM and Fairchild Electronics were disposing their waste products in underground tanks which subsequently leaked trichloroethane, trichloroethylene, Freon and other solvents into the drinking water of 65,000 people. There also seems to be an unhealthy link between the waste producers and the people who must deal with it, specifically prison inmates who work with inadequate protection and no health insurance working in for profit prisons.

Why pick on information and communication systems? After all, other sectors use energy and cause pollution. One reason is that "electronic waste is the fastest growing part of the waster system," according to the Silicon Valley Toxics Coalition. Another reason is that it's important for people to realize that information and communication technology is not a utopian, magical answer to all problems. Obviously we need to consider the entire life-cycle of all products — including those related to information and communication. (While this task is not trivial, thinking about the "second order" effects while extremely important, is even more difficult to do meaningfully. The effects of the automobile on all aspects of life, including attitudes on sex, as well as the effects of the size of the weapons industry in the U.S. on foreign policy are both intriguing examples of unforeseen side-effects.) Understanding the entire "cradle-to-grave" (and beyond! as in the case of toxins that can reach out from the grave to poison air and water) is critical, but what should be done with the information? It may be easiest to require that every manufactured or imported product is covered under an ecologically-sound "Take-it-Back" (SVTC, 2005) policy that requires the manufacturer or importer to pay for recovery or safe sequestering of hazardous materials.

Free Geek was started in Portland, Oregon in 2000 by members of the open source software community to bring resources to bear on the problems of e-waste and the digital divide by helping "the needy get nerdy." The Free Geek approach combines participatory education and environmentalism. Free Geek addresses the problem of discarded computers and other electronic e-waste can be diminished by reusing and recycling. Free Geek uses volunteer labor to give new life to discarded technology. Volunteers are eligible to receive a computer after finishing a tour of service which educates the volunteer about computers and about the environmental impacts of ICT. The city government in Portland, as part of their effort to reduce e-waste helps support the project. A broad range of people are working together to cross the economic and social divides by working towards a common goal. The Free Geek concept has quickly spread to other areas including Washington, Indiana, Ohio, Pennsylvania and Illinois.

The Free Geek approach is not the only way to address the problem of lacking a community recycling program. There are many similar projects throughout the country that may or may not use open source software. But Free Geek is worth mentioning here for many reasons. First, Free Geek was developed by civil society; second, Free Geek is a partnership between several sectors and thus helps bring all sectors of the local community into a common struggle; and, third, Free Geek is an innovative approach that deftly addresses a multitude of issues within a common set of principles, assumptions and actions.

Starting and running a Free Geek or similar program requires a variety of skills and activities. The pattern can only be implemented by a group of people. To start that group one would post meeting announcements and invite members from local Linux users groups, college students and others. Since the overall environment for this approach will vary from community to community it's important to find out what's happening in your community and who's involved. The success of the project is likely to depend on how well you understand your community and can work with people in the community. Beyond that, there are many "nuts and bolts" issues including finding space and funding and developing programs. Associating with Free Geek is probably a good idea because of its network of dedicated people, useful documents and software for running an community recycling project.

The environmental problems associated with information and communication technology are severe and no mutually agreed-upon long-term, sustainable solution has been identified. People are developing a variety of creative and thoughtful responses to the problems of ICT-related pollution but more are needed. Information and communication technology can probably be part of the solution — but part of this involves stopping be part of the problem.

Solution: 

As a necessary part of stewardship and responsibility, it's essential to come to terms with the environmental impact of information and communication systems and devise suitable strategies towards minimizing their negative effects. Some combination of policy, consumer education, habits of consumption, social and technological innovation and recycling will probably be necessary for this take place effectively.

Introductory graphic located at http://freegeek.org/volunteer.php

Verbiage for pattern card: 

Although information and communication may seem abstract and immaterial, the systems that support them are built with solid things whose manufacture and disposal is often accompanied with environmental damage. We must acknowledge the environmental impact of these systems and devise strategies towards minimizing their negative effects. One group, Free Geek, uses volunteer labor to give new life to discarded technology by reusing and recycling.

Pattern status: 
Released
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