tactics

Design Stance

Pattern ID: 
807
Pattern number within this pattern set: 
44
Rob Knapp
Evergreen State College
Version: 
2
Problem: 

Conscientious social or environmental activists try to understand the issues or problems they confront, and not just act blindly. However, significant issues are typically intricate, ill-defined,, and conceptually complicated, to the point where whole careers are devoted to sorting out small portions of them, and action is delayed indefinitely or activist energy dissipated. But the alternative of rushing to action, substituting passion or outrage for understanding is counterproductive in its own well-documented ways.

Context: 

This pattern is for people, on their own or within organizations, who are ready to initiate meaningful action. They have done enough analysis of whatever issue or problem they are concerned with, and have developed enough conviction to be sure that action is needed. Their question is, What action? or perhaps, How can I focus the notions, wishes, and urges that surround this issue into specific, meaningful steps? This pattern does not give detailed answers

Discussion: 

The complexity of significant issues in the present time is overwhelming. This is obvious for national issues such as health care, outsourcing of jobs, or energy policy. But small scale problems, such as a derelict lot, are often equally complex (think of drug dealing, vandalism, invasive plants, liability, and city departmental turf battles) in relation to the energy and good will available to deal with them. Seemingly obvious moves ("Let's all clean it up!") get blocked in unexpected ways ("Who are you to order us around?") or generate further issues (the lot becomes a better place to play hooky). The activist has to escape the "paralysis of analysis," but also must be accurate about the effects and costs of actions, which can radiate far beyond the immediate zone in which they occur.

Large and small scale social and environmental problems in the U.S. have come under concerted assault before, most notably in the Progressive era of the early 20th century. The great successes of that time, in clean water, safe housing, conservation of natural areas and much more, also established dispassionate expertise as the preferred approach to such issues (at least by liberals). Gather enough data, include enough considerations, weigh it objectively, and sensible, legally defensible decisions will emerge—or so goes the argument. However, as the complexity of issues has increased, and as affluence has permitted many more parties to mobilize their own experts, the ideal of dispassionate expertise is becoming unreachable. Technicalities breed sub-technicalities, and the latter sub-sub-technicalities, in a fractal process of escalating delay and cost. And it turns out that many of the actors have more uses for the delays than for smooth functioning.

There is a way forward, embodied in the long tradition of physical design. Buildings, ships, bridges and dams, water systems and waste disposal are objects of transcendent complexity, if one tries to assemble in advance all the knowledge and technique that might be required to make them, but yet do come into existence, and serve their very diverse tasks effectively.

The process which generates buildings and bridges, namely "design," is quite different from expert-based decision-making, even though expertise plays an enormous role in it. Instead of assuming that the answer can be deduced definitively from the evidence, the designer takes a different stance: The designer constructs, in imagination, an intervention in the world, and then uses powerful representations of the world, such as drawings, mathematical models, or simulations, to assess the ways in which the contemplated intervention would change the world. Usually, modifications are indicated, and the process goes round again, often numerous times, before the design settles into final form.

This design stance can be used for many different kinds of problems, from housebuilding to social activism. Houses are a straightforward example to start with. The early stages of designing a house are typically to have some very general ideas about its features and character, to choose a location, and to make some rough sketches or diagrams about how the features might be physically embodied. (By the way, many houses are not designed. They are copied or cut-and-pasted together from previous buildings and unexamined assumptions. Such houses are not under discussion here.) Already at this point, constraints and limitations begin to show themselves, such as high cost or the difficulty of all rooms having the same dramatic ocean view. Client(s) and designer(s) re-imagine the house in ways that address these challenges somehow, and may also reveal opportunities, for example a convenient location for storage. New drawings emerge, often with labels as to sizes, materials, and the like.There may be several rounds of imagining and drawing. Eventually the drawings have become detailed and definite enough to guide construction. The dream has evolved into a reality.

Social activists often use much the same process to establish a program or campaign for a reform. The locus of action is societal, say a budget decision, rather than physical; the constraints may have more to do with politics or social history than with drainage or carpeting; the number of people affected may be much larger than a household; there may be spreadsheets or maps or organizational charts rather than sketches or blueprints. But the same cycle of construction an intervention in the world, using imagination aided by concrete representation, is there.

Solution: 

Therefore, approach issues with the stance of the designer: construct, in imagination assisted by concrete representation, ways to intervene in the world for the better. More specifically, choose a client, a locus of action and a form of intervention; use static or dynamic simulations to indicate how the setting will react to your intervention; gather information and make analyses (but limit the scale to the smallest allowed by your setting) to shape the details of your contemplated intervention; modify, adjust, and refine repeatedly, evaluating effects at each round. Assume few limits at the start, and use the iterative process of modifying and evaluating to teach you which real limits exist and how to cope with them. When the right balance of timeliness and effectiveness presents itself, follow Samuel Mockbee's advice: "Proceed and be bold."

Verbiage for pattern card: 

How can people or organizations focus notions, and wishes into meaningful steps? Adopt a productive mode of thinking using the stance of the designer: construct, in imagination assisted by concrete representations, ways to intervene in the world for the better. Assume few limits at the start, and iteratively modify and evaluate. When the right balance of timeliness and effectiveness presents itself, follow Samuel Mockbee's advice: Proceed and be bold.

Pattern status: 
Released
Information about introductory graphic: 
Rob Knapp
Information about summary graphic: 

Rob Knapp

International Networks of Alternative Media

Pattern ID: 
810
Pattern number within this pattern set: 
43
Dorothy Kidd
Dept. of Media Studies, University of San Francisc
Version: 
2
Problem: 

A key challenge facing movements for social change is the global commercial media. A handful of western-based trans-national media corporations, working in tandem with regional companies, control most programming, emphasising entertainment to recruit urban consumers, and circulating news primarily framed by the interests of corporate business and western foreign policy. Public programming to encourage dialogue and debate of public issues has withered. Stark inequalities are increasing, in both poor and rich countries, between those with the full means to produce communications and those without, especially if we factor in the violence of poverty, illiteracy, and patriarchal, racial, and caste oppression.

Context: 

A global network of communications activists, advocates and researchers is emerging to address these problems. This network of networks operates simultaneously on at least three planes, the construction of alternative communications media, the reform of the mainstream corporate and state media, and the support of trans-national communications networks for social change movements. Alternative media projects (zines, radio, video, television and internet sites and blogs) not only serve people seldom represented in the corporate media; they also demonstrate what democratic media might look like in their alternative content, modes of operation and overall philosophy. Communication reformers campaign to make existing local, national and global communications systems more accessible, representative, accountable and participatory.

Finally, media activists work in support of social change movements whose transnational communications networks also provide additional links for the movements to democratize media.

Why now? This is due to at least three inter-related global trends. First, the global shift to neo-liberalism presents people all over the world with a complicated, but very clear set of common problems. Secondly, the communications networks first emerged as links among social justice movements to address these common problems. Finally, the network of communications networks began to take its own shape, as groups everywhere inventively adapted the glut of consumer hardware and software from the transnational corporate market.

Discussion: 

A New World Information Communications Order (NWICO)
The trans-national movement to transform communications predates the shift to global neo-liberalism. During the 1970s, led by the Non-Aligned Movement (NAM), a coalition of national governments of the global south, mobilized to challenge the old imperial status quo in which news, information and entertainment media were controlled by western governments and corporate powers. They called within the UN System for a New World Information and Communications Order (NWICO), for an end to the dominance of the western colonial powers, the equitable distribution of the world’s information resources, the right to communicate, and the support of alternative and community based media in democratizing communications. Rejecting this multilateral consensus, the US and UK Governments withdrew from the Commission, arguing with the commercial media industry that any measures to limit western media corporations or journalists represented state censorship of the “free flow of information.”

The US instead shifted to what we now call neo-liberalism, or the Washington agenda. They called for market rules (privatization of public resources and deregulation of government oversight of corporations) at home and abroad. The Reagan Government successfully gutted anti-trust and public interest rules, as well as public support programs at home, and pushed for the implementation of similar policies in other countries through their powerful voice in the International Monetary Fund (IMF), and World Bank (WB). However, the US Government was still unable to win in the multilateral arena, failing to get culture (AV services) onto the trade block in the General Agreement on Trades and Tariffs (GATT), the precursor to the World Trade Organization (WTO). Instead, they decided to work on the less powerful countries one or two at a time, and began unilateral free trade talks with Taiwan, Canada and Mexico.

During the same decade, the number and sophistication of alternative media projects and networks grew around the world. These networks emerged both from the confluence of links between social movements, primarily from the countries of the south, mobilizing against the Washington agenda; and alternative media groups inventively seizing the newly available consumer production media. Primarily based in local geographic communities, media activists began to link across their own countries, national and regional boundaries to share resources, and campaign for greater access to radio, cable and satellite, and the newly emerging computer-linked systems. They also began to support one another on common issues, including the massive cuts in public spending and state-run services, the growth in global media conglomeration, and the US, Japanese and European calls for global standards in digital systems and copyright rules.

The trans-national networks begun in this era include the World Association of Community Radio (AMARC) , and the Association of Progressive Communicators (APC ). AMARC now operates via regional organizations, programme sharing through special theme-connected collaborations (against, for example, discrimination against women, and racism) and global media reform coalitions. Formed to support the global network of women, labour, ecologists, indigenous peoples, and of activists organizing against free trade and corporate globalization, APC continues to build on the idea of communication rights, prioritizing the capacity building of women, rural and poor people, and the media reform efforts of member groups.

During the 1990s, a new set of activists demonstrated the more tactical use of the technologies and networks in political change. In 1989, the pro-democracy activists of Tienanmen Square in Beijing China used fax machines to get their message out to the world . In 1994, the Zapatista National Liberation Army built on what Harry Cleaver called the emerging trans-national “electronic fabric of struggle,” employing old and new media, and global media networks, to challenge the North American Free Trade Agreement (NAFTA). Then, in 1997, the Korean labor and social movement activists use highly sophisticated broadband media to demonstrate against the International Monetary Fund (IMF), and also opened Jinbonet, the first Web-based interactive peoples’ news service. This alternative vision of communications took another leap forward in 1999 when the first Independent Media Center (IMC) formed in Seattle to support the protests against the World Trade Organization (WTO). Drawing from the Zapatistas, the IMCistas created a global news network. Building on the existing networks opposed to corporate globalization, and providing easy-to-use open-publishing software, the global IMC quickly grew to over 150 centers around the world.

International Network for Communications Reform
In the last five years, the network of networks has begun to flex its collective muscles to reform the dominant global media system. Coalitions of activists, often in tandem with progressive government representatives, are calling for more democratic communications at the World Summit on the Information Society (WSIS) (); against the US push for the free trade of culture, with a Convention on Cultural Diversity, adopted by UNESCO in 2005 (http://www.cdc-ccd.org>); and for the protection of the global knowledge commons with a Development Agenda and a Treaty on Access to Knowledge and Technology at the World Intellectual Property Organization (WIPO).

Solution: 

More than a coalition of “Nos,” this new network of networks demonstrates that another communications is possible and already happening. Its strength is based in cooperation via social movement organizing, media reform campaigns and the adaptation of information and communications for the greater use of all. Almost all are severely challenged by their lack of sustainable funds and technical resources, and continuing inequities between members of racialized and gendered class differences and of cultural capital. However, faced with the stark realities of neo-liberal immiseration, the network continues to build, creating a complex lattice of local-local, regional (especially south-south), and trans-national links that circumvent the old colonial north-south linkages and power dynamics. If there is one glaring structural vacuum, it is the lack of involvement of US activists, and particularly those based in US communities and social justice movements. In the next five years, one of the key challenges will be for US activists to bring together efforts for media justice in the US, recognize the leadership of the rest of the world, and assist in mobilizing against the Washington agenda at home.

What can people do to help build this network? In their own area, they can help support or produce programming for their local alternative communications media. They can also find and support the existing local, national and global campaigns to reform the mainstream corporate and state media. This is especially crucial in the US, whose media and media policy affect so much of the world. Finally they can educate themselves about what’s going on in their own communities, national and especially internationally, and then help link the work of the local and global justice networks.

Verbiage for pattern card: 

A handful of Western-based transnational corporations control most media programming. They emphasize entertainment and news acceptable to business and Western foreign policy. A global network of communications activists, advocates, and researchers is working to reform the mainstream media and to construct alternative media. Alternative media projects not only serve people; they also demonstrate what democratic media might look like.

Pattern status: 
Released
Information about introductory graphic: 
March of Indigenous Peoples, Colombia 2008. Tejido (social fabric) of communication was key to mobilization, Victoria Maldonado, Waves of Change

Economic Conversion

Pattern ID: 
795
Pattern number within this pattern set: 
41
Lloyd Dumas
University of Texas at Dallas
Version: 
2
Problem: 

Approaching two decades after the disappearance of our only superpower rival, America’s military budget is almost as large as all other countries military budgets combined. We continue to spend at Cold War levels despite the fact that, as we are slowly learning, none of the most pressing 21st century threats to security — terrorism, proliferation, climate change — are effectively addressed by military force. So why do we still do it? In part because the livelihoods of millions of people in politically powerful military-dependent institutions and communities are tied to the flow of military dollars.

Context: 

This troubled world is very different today than even a few decades ago. We have more to fear from handfuls of determined terrorists and blowback from the environmental damage we have done than from attack by standing armies. Changing times call for changing strategies, yet people with vested economic interests in the status quo always feel threatened by change. Those convinced that our continued wellbeing depends on redirecting national priorities will find it easier to bring about change if they can reassure people tied into the current system that their economic wellbeing is not at risk.

Discussion: 

Economic conversion is the process of efficiently transferring people and facilities from military-oriented to civilian-oriented activity. Changing the consequences of substantial military spending cuts from massive job loss to a change in what people produce on the job removes the politically powerful “jobs” argument. By forcing military programs to be judged on their real contribution to security, conversion is important to more intelligent decision making on national priorities.

Huge military budgets are ineffective in facing down 21st century threats to security. Obviously, military spending offers no advantage in confronting the threat of increasingly severe weather events (hurricanes, tornadoes, droughts, floods) that, with other environmental disasters, appear directly linked to global warming. Less obviously but equally true, military force is of little use in confronting terrorist threats. The world’s most powerful military did nothing to prevent or stop the 9-11 attacks. Virtually every terrorist caught, every terrorist plot foiled has been the result of first-rate intelligence and police work, not the threat or use of military force. Military force has also been useless in preventing the spread of weapons of mass destruction.

Not only is high military spending ineffective in addressing the most pressing security threats, it is also a serious drain on economic strength, one of the most important sources of national wellbeing and international influence. This idea is hardly new in economics, going back to Adam Smith, the 18th century founder of capitalism. Smith argued that military spending was economically unproductive. Decades ago, economists commonly used “military burden” almost synonymously with “military budget.”

Today, the problem is the same, but some mechanisms are different. Large numbers of highly skilled engineers and scientists are needed to develop modern technologically sophisticated military weapons and related systems. But engineers and scientists are also critical to modern civilian industry. They develop new technologies that improve products and processes, driving the growth of productivity, which allows producers to pay higher wages and still keep prices low. Rising wages and low prices are the recipe for increasing economic prosperity. Quality products at low prices are also key to keeping industries competitive with rivals abroad, and therefore to keeping unemployment low and profits strong.

By directing the nation’s technological talent away from developing the technologies civilian-oriented producers need, huge military budgets drain a nation’s economic vitality. This is one reason for both the collapse of the Soviet Union and the de-industrialization of the United States. Thus, there are compelling economic and security arguments for re-orienting national priorities. Economic conversion facilitates this process.

When World War II ended, the U.S. transferred 30 percent of its economic output from military-oriented to civilian-oriented activity in one year (1945-46) without unemployment rising above 3 percent. That remarkable feat, which depended on advanced planning by the private sector and government, successfully “reconverted” an economy that had moved into military production during the war back to producing the civilian products it made before the war. Though the scale is smaller today, the problem is more complicated. Unlike the 1940s reconversion, most of those working today in what President Eisenhower called the “military-industrial complex” have never done anything but military-oriented work. And the difference between military and civilian-oriented activity has become much greater. The process is no longer one of going back to what is familiar; it is now a move to new work in a very different environment.

For example, military sector engineers today are under enormous pressure to squeeze every ounce of performance out of products they design. With enormous military budgets, cost is not nearly as important an issue. Civilian sector products must perform well, but keeping cost low is absolutely critical. Engineering for maximum performance with little attention to cost is very different from engineering for low cost with reasonable performance. To successfully transfer from military to civilian work, engineers must be retrained (given some different skills) and re-oriented (taught to look at engineering from a different perspective). In general, more specialized and skilled people require more retraining and re-orientation.

Converting facilities and equipment requires assessing their character and condition to find the best match to productive civilian use. From 1961-1981, more than 90 U.S. military bases were closed and converted to industrial parks, research centers, college campuses, and airports --- with a net 20 percent increase in employment. In the 1990s, Bergstrom Air Force Base in Austin, Texas was converted to a booming civilian airport. In October 2005, the nuclear weapons complex at Rocky Flats, Colorado was closed, and the land on which it stood is being turned into a National Wildlife Refuge.

The conversion movement in the U.S. began in the 1970s and grew through the early 1990s. In 1977, bi-partisan sponsors introduced the National Economic Conversion Act in the Senate, and soon after in the House of Representatives. Repeatedly reintroduced through the years, it never became law. If it had, the decentralized nationwide private and public sector process of conversion planning and support it would have set up would have prevented the economic shockwave that military dependent workers and communities felt in the late 1980s/early 1990s, and made it politically much easier to forestall the subsequent return to Cold War military spending levels.

Given the urgent need to redirect the nation’s attention and resources to address the economic and security realities of the 21st century, economic conversion has never been more important. Through letters, town hall meetings and personal visits, our representatives in the Congress must learn that reducing the military drain on our economy is critical to rebuilding the American middle class, repairing our decaying national infrastructure, and addressing the real problems of homeland security. Working with existing citizen’s organizations, conversion can help build alliances among the growing number of businesspeople who oppose the unilateralist militarism that has poisoned the nation’s image abroad, workers who see themselves going backwards, and environmentalists who want the nation to free the resources necessary to stop the slow motion disaster of global warming.

Solution: 

Conversion defines economic alternatives for those tied into institutions of militarism and war anywhere, helping build support for redirecting national priorities toward more effective, nonmilitary solutions to real national security needs. It is also critical to removing the economic burden of high military budgets, and thus reinvigorating national economies.

Verbiage for pattern card: 

Why is US military spending at cold war levels despite the fact that the most pressing threats to security are not effectively addressed by military force? Economic Conversion is the process of efficiently transferring people and facilities from military-oriented to civilian-oriented activity. Given the urgent need to redirect attention and resources to new economic and security realities, Economic Conversion has never been more important.

Pattern status: 
Released
Information about introductory graphic: 
Let us Beat Swords into Plowshares, Evgeniy Vuchetich, Wikimedia Commons

World Citizen Parliament

Pattern ID: 
484
Pattern number within this pattern set: 
40
Douglas Schuler
Public Sphere Project (CPSR)
Version: 
2
Problem: 

Economic inequality is steadily rising worldwide: Nearly everywhere the rich are getting richer and the poor are getting poorer. Although the world's economy has grown considerably over the past few decades, half of the world's population subsists on less than $2 (US) per day. At the same time, meaningful representation among the world's population is steadily declining. This lack of representation results from — and engenders — increasing power and diminishing accountability of the world's corporate and governmental institutions.

Context: 

The social world as it now exists: vast needs — and intriguing possibilities — for citizen engagement with global affairs. The United Nations is an assembly for the world's nation's. Business, likewise, has an incredible assortment of institutions and events such as the World Economics Forum, the Chamber of Commerce, etc.

Discussion: 

"The tremendous growth in the commitment to, and practice of, democracy in domestic settings juxtaposed against globalization's large-scale transfer of political decision-making to international institutions has made the almost complete lack of democracy at the international level the most glaring anomaly of the global system today." — Andrew Strauss

Richard Falk and Andrew Strauss have explored the possibility of a "Global Parliament" for several years. It is their work which inspires this pattern and many of the ideas advanced in this pattern originated in their writings. Disclaimer: The concept of a "Global Peoples Parliament" comes from Richard Falk and Andrew Strauss. The version advocated here is not "official" (nor authoritative).

Civil society is obligated to create institutions that are strong enough to challenge other organization -- governments, businesses, criminal groups, extremists -- but not on their terms.

This pattern has only partial analogs in the "real world." This is due, generally, to the extremely broad scope of its coverage — it is supposed to address all of the world's inhabitants! The very fact of globalization provides the most solid support (and for the need) of the World Citizen Parliament pattern. Smaller versions that approximate some aspects of this pattern do, of course, exist, and we can learn a lot from these experiments as we attempt to cultivate and grow democratic forms that are more wide-ranging. The European Parliament may be the most prominent example of a large civic society institution whose representatives are democratically elected by people from various countries.

This pattern is related to INDEPENDENT REGIONS, the first pattern in A Pattern Language. Alexander was striving to identify the right level of autonomy based on "natural limits to the size of groups that can govern themselves in a human way." Metropolitan regions will not come to balance until each one is small and autonomous enough to be an independent sphere of culture. That pattern's solution states that, "Wherever possible, work toward the evolution of independent regions in the world; each with a population between 2 and 10 million; each with its own natural and geographic boundaries; each with its own economy; each one autonomous and self-governing; each with a seat in a world government, without the intervening power of larger states or countries."

Alexander's pattern and ours have similarities and differences. Both presuppose an increased voice of the citizen through additional opportunities for participation and new collective bodies that are independent from governments as they now exist. At first glance the two approaches might seem incompatible — Alexander's pattern does not call for an all-citizen's body nor does this pattern mention autonomous regions. The parliament concept, however, does not rule out autonomous, independent regions per se, only that individual people would have a forum for addressing issues was outside of their independent region — or what looks very much like a country but with new boundaries that better reflected cultural and natural boundaries (which does little or nothing about addressing the realities of various cultural or ethnic or religious groups "stranded" behind redrawn boundaries). Moreover, the state conceptualized in Alexander's pattern could actually be attained in a more "natural" evolutionary way through this pattern.

Developing a top-down approach is neither viable nor consonant with the principles of civil society. This leaves us with the option of developing principles and ideas that are we believe are at the core of what a federation should be and allows the parliament grow or evolve, built from the seeds that we envision today. This envisioned global federation would then become a type of ecosystem for collective bodies. [Ideally it would be principled and explicitly cooperative -- but how to ensure? At the same time we would need to ensure that it doesn't become just another arena for people to exploit for their own interests. Use the Commons ideas from Bollier, Ostrom and others, for one thing. The World Social Forum provides many important ideas about how this could be accomplished. What distinguishes this from how things exist already is an explicit declaration and decision to participate in the project, to share information with others and to communicate with other collectives in the federation.

Collective groups are generally composed of people in a geographically delimited area (some of whom have passed certain formal requirements for membership and attained the status of citizen), of people with similar professional interests (e.g. medical associations or labor unions), or social aims or philosophy (American Civil Liberties Union, American Rifle Association, etc. )

The draft statement that I proposed at the Online Deliberation Conference / Directions and Implications of Advanced Computing Symposium, Stanford University, on May 22, 2005, sums up the important aspects of this pattern.

In many places attempts are being made to trivialize citizenship and reconstitute citizens as (everyday) consumers and (sporadic) voters. Real power is in many ways being transferred to large corporations and other unelected organizations such as the World Trade Organization.

Realizing the growing and critical importance of citizens and civic society in addressing humankind's common problems, we the undersigned propose the initiation of a "Grand Challenge" whose ultimate objective is the development of a World Citizen Parliament. We realize that this is an extremely complex project that will require years of complex, nuanced, creative and thoughtful negotiation and collaboration. We are aware that this project will have to address an extremely broad range of social and cross-cultural factors. We, however, believe that beginning this discussion in an explicit and open way is preferable to many other varieties of globalization that lack this transparency.

Moreover, we realize that precisely defining an ideal system in advance is impossible. For that reason, we propose to begin a principled, long-term, incremental, participatory design process that integrates experimental, educational, community mobilization, research and policy work all within a common intellectual orientation: specifically to provide an inclusive intellectual umbrella for a diverse, distributed civil society effort. We realize — of course — that this is an audacious proposal. However, we agree with Richard Falk, that a parliament or forum like this is critical for the future of humankind and our planet. Civil society historically is the birthplace of socially ameliorative visions. This effort is intended to help build a more effective platform for these efforts, to help address humankind's shared problems — such as environmental degradation, human rights abuses, economic injustice and war — that other sectors — notably government and business — are seemingly powerless to stem.

Ultimately we would expect that the recommendations that are issued will play important roles in policy development of the future as well as in our ways of thinking. Each of the experiments that we undertake in the next few years will undoubtedly have drawbacks, some of which will be revealed only as people attempt to address real concerns. Information and communication technology will play an important role in many of these projects and people in these fields will need to work with social scientists, representatives from civil society organizations and many others if a World Citizen Parliament that sensitively, fairly, and wisely explores and addresses the concerns of the under-represented citizens of the world is ever created.

Solution: 

Launch a non-centralized, heterogeneous, loosely-linked network of people, online and offline resources, institutions, deliberative and other collaborative settings. Develop articles, scholarly papers, opinion papers, manifestos, research findings, and anything else that is relevant to this effort. Develop concepts, design principles, and experiments that lay the groundwork for a World Citizen Parliament. The new deliberative bodies that we develop over the next few years will necessarily be advisory only at the onset.

Verbiage for pattern card: 

Governments and corporations have forums that further their interests. Civil society must create institutions that are strong enough to assert theirs. The deliberative bodies that we develop are likely to be advisory at the onset but hopefully will lay the groundwork for a more integrated and influential World Citizen Parliament as time goes on.

Pattern status: 
Released
Information about introductory graphic: 
Feijaocomarroz from pt, Passeada de abertura do Forum Social Mundial de 2003, que reuniu mais de 150 mil pessoas, Creative Commons Attribution-Share Alike 3.0 Unported

Techno-Criticism

Pattern ID: 
879
Pattern number within this pattern set: 
39
Douglas Schuler
Public Sphere Project
Version: 
2
Problem: 

Because technology and technological systems can play out in so many ways, this is one of the longest problem statements in the pattern language. Technological systems are often portrayed as nearly miraculous solutions to problems both real and imagined. For this reason, people put faith in technology that is not always warranted. Moreover, the technologists peddling techno-utopian visions in which technology causes problems to vanish — essentially by magic — are not subjected to the same scrutiny that other societal prognosticators receive. For one reason, technologists by virtue of their special knowledge and unfathomable jargon are often intimidating to non-technologists. An unquestioning reliance on technology can result in a technocratic culture where people come to expect technological solutions. Technology puts major decisions in the hands of the technologists; degrades public discussion; diverts attention, discussion, and funds. Socio-technological systems generally have implicit trajectories. They're often implemented as "total programs" when almost by definition they are partial solutions that don't address or the social aspects either with analysis, co-design, education or funding. This is what is generally lacking when introducing computers into the classroom or in discussions about bringing inexpensive laptops to the children of Africa. The use of technology often introduces new problems including ones that humankind is not prepared for. (And then of course "technology will solve the new problems.") Introducing mandatory laptop computers in a middle school or high school, for example, soon leads to additional issues. Should students be able to use Instant Messenger during class? Download movies? Play fantasy baseball? As was pointed out in the play, Mitzi's Abortion (Hefron, 2005), based on a true story, technology can tell a pregnant woman that the baby she's carrying has no brain, but it can't provide any guidance on what she can do about the situation or how to negotiate with her insurance company to help her with financial burdens that may arise. Technology can be used for dumbing down (and having technology shouldn't be an excuse for ignorance — Why learn anything when I can simply find the knowledge on the Internet whenever I want to!). Moreover, it almost goes without saying that technology is the near perfect candidate for systems of exploitation, control, and surveillance. Machines will never be seized with doubts about ethics or morality as a human pressed into an inhuman situation may be. On the other hand, we must continually remind ourselves that technology breaks down. It is not perfect and never will be. The large number of failed tests of the Strategic Defense Initiatives, the mixed results of laptops in schools, the quiet withdrawal of facial recognition systems for "homeland security," and the potential for economic collapse due to unanticipated results of automated buying and selling all show the imperfection of our technological creations. The irony is, however, that technology might be most dangerous when it works correctly. For example, wouldn't a total failure of nuclear or biological weapons be preferable to "success?" Although Isaac Asimov presumed that humans would never allow robots to make life or death decisions or take the life of a human, the "launch on warning" computerized systems in the US (and presumably Russia) are virtually the same, minus the anthropomorphic features we've come to expect in our robots.

Context: 

Virtually anybody who is alive today will be confronted with new technology that is likely to change the circumstances of their life.

Discussion: 

The interesting and more useful use of the word criticism is as it is used in art or literary criticism,, namely the analysis, evaluation, interpretation and judging of something. Technology, or, rather, its practice including discourse, development, use, education, funding, regulation, and disposal, in addition to its physical embodiment, deserves this type of attention like all other aspects and creations of humankind.

Although technology, and ICT particularly, has a variety of attributes — or "affordances" — that will allow / encourage new capabilities (while discouraging others) and individual people obviously will play important roles in technology use (in the small?), the extreme "weight" of the social context will always exert considerable impact. The mistake that people most frequently make is forgetting the fundamental fact that technology in all of its guises is applied within specific social contexts. In other words, the phrase Guns don't kill people, people kill people could be more accurate if it read, Guns don't kill people, they just vastly improve the ease and efficiency of doing so. Without the "need" to shoot people only a fraction of the world's arsenal would exist. There is no such thing as "technology by itself" and, therefore, it makes no sense to view it in those terms.

The Strategic Defense Initiative, commonly called "Star Wars" illustrates many of the reasons why techno criticism is so necessary. Basically untestable, demonstrably unreliable, The SDI effort escalates militarism at the expense of non-military solutions while removing large sums of money from other more worthwhile enterprises. Additional militarization of space and the development of the next-generation of nuclear weapons also cry out for very deep technocriticism.

One of the most visible, current manifestations of techno-utopianism is that revolving around the prospects of a new "$100 Laptop" ostensibly for the children of Africa. Although many people believe that computers have intrinsic "subversive" nature that would empower people around the world it's not at all clear to me why African kids would be less attracted to Grand Theft Auto or other violent, time-squandering video games, then, say, their American counterparts if a brand-new laptop computer was suddenly in their possession.

A last example provides a glimpse of what can happen when fast computers and knowledge of human behavior are combined within specific systems of power. In a provocative article entitled, "AI Seduces Stanford Students" (200_) Kevin Poulsen describes a phenomenon called the "chameleon effect" in which "People are perceived as more honest and likeable if they subtly mimic the body language of the person they're speaking with." Now scientists at Stanford University's Virtual Human Interaction Lab have demonstrated that computers can exploit the same phenomenon, but with greater success and on a larger scale. Sixty-nine student volunteers interacted with a realistic human face, a computer generated "digital agent" that delivered a three-minute persuasive speech. Unbeknownst and undetected by seven out of eight students, the talking head was mimicking their every expression — eye movements, head tilts, etc.

The ominous result of this experiment was that the students reported that the echoing "agent" was "more friendly, interesting, honest, and persuasive" than the one that didn't blindly ape the facial movements of its mark. One doesn't need excess paranoia to imagine what lay in store for us when ubiquitous mass media systems, perhaps two-way, are joined with the system described above. Poulsen describes one way in which this could be accomplished.

"Bailenson [the Stanford researcher] says the research not only shows that computers can take advantage of our psychological quirks, but that they can do it more effectively than humans can because they can execute precise movements with scientifically optimized timing. The killer app is in virtual worlds, where each inhabitant can be presented with a different image, and the chameleon effect is no longer limited to one-on-one interaction. A single speaker — whether an AI or a human avatar — could mimic a thousand people at once, undetected, transforming a cheap salesman's trick into a tool of mass influence."

Ironically the people who are best equipped to apply this pattern are the people who know the most about how technology is designed, deployed, marketed, etc. Technophiles probably make the best Technocritics. This is an argument for technical education that is integrated with the humanities and the social sciences, marriage that many people in the non-technical disciplines might find as distasteful as those in the technical disciplines do. A society that was technologically literate would not "throw technology at problems" any more than they'd "throw money at problems." That, however, is not at all the same as saying that technology or money never can help solve problems —' as both resources when applied wisely can help immensely.

Organizations like Computer Professionals for Social Responsibility who have worked with issues like SDI and electronic voting and groups like the Union of Concerned Scientists and Electronic Privacy Information Center are working in this area. The Bulletin of Atomic Scientists provides thoughtful discussion on matters of weapons and national security. The world is ready for discussions in this area that aren't dominated by the media and the digerati. Many policy options come to mind, but in general, they should be based on informed public discourse. One intriguing example of this is the "co development laws" in Scandinavia in the 1980s in which new technology could not be introduced without the consent of the workers. Another ripe field is that of genetic engineering of seeds and other biological entities.

Luddism is not an answer to the question of "autonomous technology" anymore than it is to uncritically embrace it. The solution is not to totally eschew the use of technology in society. Technology is an integral part of the human condition. At the same time it is important for the reasons discussed above to acknowledge and to consider how technology is presented, designed, discussed, implemented and used, just as other activities, particularly ones with similar potential for large-scale disruption should be subjected to this scrutiny. Unfortunately there is a surprising number of people who interpret any of this discussion as being "anti-technology" (which is barely even thinkable). At any rate, this reaction has a chilling effect on the idea of actual conversations on the technology (as would befit a democratic society) and has the adverse effect of reinforcing the stereotype that technologists are binary thinkers who are simply not capable of more nuanced thought.

Langdon Winner, one of the intellectual founders of technocriticism (along with Lewis Mumford, Norbert Weiner, and, even, Dwight Eisenhower) made these statements in relation to the advent of ubiquitous digital computer networks:

As we ponder horizons of computing and society today, it seems likely that American society will reproduce some of the basic tendencies of modernism.
  • unequal power over key decisions about what is built and why;
  • concerted attempts to enframe and direct people's lives in both work and consumption;
  • the presentation of the future society as something nonnegotiable;
  • the stress on individual gratification rather than collective problems and responsibilities;
  • design strategies that conceal and obfuscate important realms of social complexity.

Although technological systems can be extremely powerful, they are subject to a number of limitations that must be understood and probed thoroughly if these systems are to be deployed effectively in society. A more visible, inclusive and engaging practice of Techno Criticism could go a long way towards educating society on the myriad implications — both creative and destructive — of technology in today's world.

Solution: 

Technology often alters power relations between people, generally amplifying the power for some and not for others. The development of new military technology through history dramatically illustrates this phenomenon. The distribution of computers in society is yet another example. Generally, rich people have them and poor people don't. If computers enable people to be more productive (as computer related companies assert) then economic benefits would obviously accrue to those that have them. People need to understand or at least anticipate to some degree not only the effects of specific technological artifacts (RFID in running shoes, for example) but the socio-technological systems that they support or destabilize.

Verbiage for pattern card: 

Unquestioning reliance on technology can create a culture where people expect technological solutions to all problems. This blind faith can help put decisions in the hands of the technologists, degrade public discussion, and divert attention and funds. It often alters power relations by amplifying the power for some. We need to understand and anticipate the effects of specific technological artifacts and the broader implications as well.

Pattern status: 
Released
Information about introductory graphic: 
Baby Monkeys Playing, photograph by Richard Sclove

Mobile Intelligence

Pattern ID: 
587
Pattern number within this pattern set: 
38
Douglas Schuler
Public Sphere Project
Version: 
2
Problem: 

While we make our plans the opportunity vanishes. The world changes while you're still trying to figure out what the question is. We can't think or act intelligently in relation to the world if we think statically. The main problem is that we think that things change, one-at-a-time in ways that can be readily foreseen when, in actuality, things are constantly in flux. Misunderstanding of possibilities, mob tendencies, privacy abuses, subject to manipulation and control.

Context: 

This pattern addresses the need for exploring (with the hope of improving) Mobile Intelligence. It's intended for researchers, activists, citizens and for anybody who is trying to make sense of the world.

Discussion: 

John Urry articulated the need to reconceptualize sociology in such a way to better understand and explore the "mobilities" of our era (2000). Mobilities characterize movement from one state to another in the broadest sense. A reconceptualization of social mobilities extends the core notion of people moving from one place to another, whether to fight — or escape from — a war, pursue economic opportunities that aren't available at home, visit family, attend college, make a religious pilgrimages, conduct business or visit resorts or museums as a tourist. Urry reminds us that people are not the only entities in the social universe. These new mobilities include the movement of commodities, raw materials, microbes, mobs and soccer hooligans, AK-47s and fissionable material, ideologies, tactics, criminal networks, social issues, social movements, money (legitimate and otherwise), brands, virtual communities, financial information, smuggled people, radioactivity, movies, pirated DVDs, pollution, oil, electricity, water, surveillance, terrorist cells, drugs, and credit card information. In addition to those mobilities social status of individuals and, even identity itself, can change through movement to a higher or lower economic class, becoming a citizen — or refugee — in another country, or undergoing a sex change or religious conversion.

Urry points out that sociology places social interaction at is core and is therefore the proper intellectual home for these considerations. Yet sociology as it's currently construed was created at a certain point in Western history and it often presupposes notions like structure or function that belie the inherent complexity of social interactions, forces, etc. Its area of focus is like the old "flat earth" perspective where the areas outside the known territory are simply terra incognito.. Urry advocates a new type of sociology that extends the traditional sociological tenets to a new sociology that more accurately reflects today's realities. Specifically Urry adds, networks and fluids to the traditional idea of "region" (upon which "metaphor" the "sociological concept of society is based") as important exemplars to be added to the new mix of phenomena and artifacts that need to be considered when interpreting new social realities. Networks contain structure or what Urry calls "scapes," the "networks of machines, technologies, organizations, texts and actors that constitute various interconnected nodes," and "flows" which pass through the "scapes." Fluids, unlike networks, don't move discretely from node to node along scapes but are "heterogeneous, uneven mobilities of people, information, objects, money, images, and risks, that move chaotically across regions in strikingly faster and unpredictable shapes."

Some of the patterns in this language are ambiguous and hazy and whose recommendations can be summarized with non-committal "more research is needed" statements. One may get the impression that "more research" is always needed — if you ask an academic. Given the fact that all knowledge is incomplete, it may seem impossible to avoid that "last refuge" of a scholar, who is seemingly unable to make recommendation, until, they claim, their new research — once funded — will certainly bring the results that would enable them to make recommendations. The "Mobile Intelligence" pattern is one of those (hopefully few) patterns that generally follow the line above. It will surely morph in future versions of the language, possibly by splitting into several patterns that exploit new opportunities — or confront new threats — that were undreamt of today.

The coverage of this pattern extends from the most abstract and theoretical to the nitty-gritty street level. It relates to how we think and converse in broad strokes, about social change, the environment, etc. when we take the time outside of other work, as well as our thoughts and action when we're thrown-in a situation (Heidegger, 1962). In an example of the latter, Mary Jordan (2006) reports on an emerging new type of Mobile Intelligence:

"Cell phones and text messaging are changing the way political mobilizations are conducted around the world. From Manila to Riyadh and Kathmandu protests once publicized on coffeehouse bulletin boards are now organized entirely through text-messaging networks that can reach vast numbers of people in a matter of minutes.

The technology is also changing the organization and dynamics of protests, allowing leaders to control, virtually minute-by-minute, the movements of demonstrators, like military generals in the field. Using texts that communicate orders instantly, organizers can call for advances or retreats of waves of protesters."

And in 2003, when US President George Bush on a visit to London was keeping as far from the public eye as he could, protesters set up a "Chasing Bush" system that encouraged people to announce their Bush-sightings via the SMS on their cell phones which would then be relayed to protesters who would hasten to the location. The "Flash Mob" concept, in which a "spontaneous" gathering of a large number of people at a rug store or hotel lobby has been orchestrated with the aid of fast and inexpensive access to mobile communications, provides a glimpse into the future as to the absurd and amusing possibilities that the new technology can bring. It's easy to see that mobile communications has its dark sides, a point that Howard Rheingold brings up in his aptly-titled book Smart Mobs. A mob consists of people who are operating wholly at the limbic level. While "rationality" and "cool-headed reason" may be flawed, over-rated, and mostly mythical as operating concepts, consider a world in which they were totally absent.

New technologies (such as GPS, cell phones, cell phones with GPS, RFID, "smart cards", bar codes, laptops, "augmented reality" (where commercial information can be broadcast to your goggles), wireless technologies like 802.11b, etc..) are changing and are likely to continue to change our urban settings in particular (which are already undergoing massive changes due to globalization and new patterns of human settlements). Alex Steffen on his World Changing web site quotes the following from the Breaking the Game conference (2006) both permeate urban spaces (changing their uses) and change the way we look at buildings and place (changing development).

"[A]n emerging group of artists [is] deploying sensors, hand-held electronics, and faster Internet connections are developing projects that actively intervene in the shaping and reshaping of public spaces in contemporary cities. They are integrating digital technology into buildings in order to make them adaptive and responsive to the flows of human activity and environmental forces... They are scanning the unseen electromagnetic spectrum that surrounds specific places, and turning these data into compelling audio/visual experiences that both heighten and change our perception... Using PDAs and portable laptops connected wirelessly to databases, some artists are creating alternative social maps, counter-histories and individually annotated narratives about local populations in specific neighborhoods... Still others are using mobile social software to coordinate large numbers of bodies for political action; or devising playful and imaginary spaces within the city.... We don't have to leave or disconnect from physical space in order to connect to digital spaces. Artists, architects, technologists, urban planners, and others are recombining the two, connecting individuals and groups together at a variety of scales and intensities."

It is an understatement to say that mobile communications represents a major historic shift from historical patterns of communications. The Internet (and other) information and communication technologies have helped usher in tremendous changes already, but these changes may represent just the tip of the iceberg. Mobile communication is fast and increasingly commonplace. It opens up whole new arenas of both thought and action. Like many new technologies, the opportunities for abuse are legion — and critics should not be cowed into submission by new digital salesmen and their cheerleaders in the media. Some of the dimensions by which to consider barriers, boundaries and opportunities include: accessibility (costs of producing/consuming, location, language, etc.); relative size and influence and the relationship configuration between information producer and consumer (one or few or many or mass to one or few or many or mass); privacy, regulation, and control; motivation for use; and user demographics.

Sociologists, historians and others are now realizing that social phenomena (like environmental phenomena) are inherently complex. This means that we can't really know with certainty what the effects of our actions will be. Although this has always been the case, the realization is only now getting some traction. Moreover, many people — if not most — still seem to deny its reality and think and act according to older paradigms. Accepting its reality does not mean of course that we don't know anything or that anything can happen, What is different now is the increased speed, reach, and influence of the mobility. Imagine a missile latching on to the frequency of a cell phone or myriad consequences of remote observation, sensing, and surveillance. On a larger scale, consider the vulnerability or volatility of a complex physical, social, or technological environment where critical limits or "tipping points" in many important areas are likely to be breached at the same time.

While much of our time in the future will certainly be spent trying to repulse the efforts of people who will use (and attempt to use) Mobile Intelligence to increase their dominance over others, one of the main points of this pattern is to encourage the exploration of positive possibilities that the new technology opens up. One such area is in the realm of emergency communications. What difference could it make in a situation like the Chernobyl disaster or Hurricane Katrina? We could also gather data about dangerous conditions — speed of cars, air or water quality, radioactivity and other mobile phenomena.

Solution: 

We can think of Mobile Intelligence in at least three ways: (1) intelligence about a variety of mobilities; (2) intelligence that can be used in different situations (where the intelligence itself is mobile or "portable"); and, (3), mobile intelligence that moves us forward; in other words the intelligence mobilizes people. As researchers, activists and citizens, we can consciously ask about the "mobility" of our intelligences — and reconceptualize them as necessary.

Verbiage for pattern card: 

We can't think or act intelligently in relation to the world if we think statically. The problem is that we think that things change, one-at-a-time when things are constantly in flux. The answer changes while you're still trying to understand the question. One of the main points of Mobile Intelligence is encouraging positive possibilities that the new technology opens up, such as emergency communications.

Pattern status: 
Released
Information about introductory graphic: 
Two Figures in an Interior, Franciszka Themerson, Wikimedia Commons

Citizen Science

Pattern ID: 
861
Pattern number within this pattern set: 
37
Stewart Dutfield
Marist College
Version: 
2
Problem: 

The role of science in the modern world will become increasingly critical in the years ahead, as health care, energy, resources and the global environment become ever more problematic. Science can appear to serve powerful institutions, such as stock markets and the weapons industry, more that it serves the people most affected by these problems. Meanwhile, the resources of society's professional scientists are overtaxed by the amount of data to be collected and the need to distribute expertise over a wide area. Science needs greater participation from people at large, and people need a greater voice in science.

Context: 

Science is a human activity. Whether studying the physical world or society itself, it has tangible effects on society. Scientific knowledge is provisional, subject to revision. The scientific profession is inseparable from society as a whole; science requires funding and regulation, contributes expertise to official inquiries and investigations, and creates technological and social changes that affect us all. Citizen groups and individuals experience the benefits, hazards and missed opportunities of scientific development in the real world, not in the laboratory.

Discussion: 

Citizen Science has been with us for a long time. Since 1900, the Audubon Society has organized volunteers throughout the US to count birds at Christmastime and used their data to build a huge database of early winter bird populations ("History & Objectives," 2004). This is a clear-cut instance of Citizen Science as "a partnership between the public and professional scientists" (Citizen Science, 2003, para. 3); people benefit from learning about birds, the Society benefits from information it would otherwise lack the resources to obtain, and birds benefit from researchers' knowledge of which species require special attention ("Citizen Science," 2005).

Our relationship with science is not always so simple. Mistrust exists in public perceptions of science as offering scientific solutions to complex social problems, furthering various forms of social and environmental depredation, and inappropriately claiming certainty in judgments about risks associated with scientific and technological developments (Irwin, 1995). The drug industry's investment in treatments seeking diseases of the rich (Blech, 2006), for example, undermines the view of scientific development as "open-minded, skeptical and independent of institutional constraints" (Irwin, 1995, p. 109). Agents of public policy, too, can contribute to popular mistrust, though supposedly representing the public interest. For example, the 1977 Windscale Inquiry was less democratic decision-making than keeping up appearances of public participation in a decision that had already been made (Irwin, 1995).

At the same time, science has cause to be wary of the public; in the US, for example, the proportion of people overtly accepting the idea of evolution has dropped from 45% to 40% since 1985 (Miller, Scott & Okamoto, 2006). Popular media have a stake in public mistrust of science because they stand to profit from science-related scare stories (Cassidy, 2006).

What scientists learn under controlled conditions differs in important ways from what people experience in real life. For example, British government regulations on the use of the herbicide 2,4,5-T assumed circumstances unrecognizable as those under which farm workers actually used the substance (Irwin, 1995; Corburn, 2005). Local knowledge — public experience and intuition — is a different kind of knowledge, differently gained, from the professional knowledge of scientific research and regulation (Corburn, 2005).

Overcoming the rift between professional and local knowledge lies in "a constructive renegotiation between science and the needs of citizens" (Irwin, 1995, p. 110). In what Corburn (2005) calls Street Science, professional science and the people most affected by it combine to co-produce knowledge that benefits both. In the field of environmental health, this co-production reveals hazards and provides information that professionals may miss, reduces mistrust of science, empowers community members, and creates positive engagement with problems instead of entrenched and polarized positions (2005, p. 218).

Local knowledge can both amplify and stimulate professional knowledge. The Watchperson project in the Greenpoint/Williamsburg section of Brooklyn NY combined government datasets and conducted surveys to map sources of air pollution at greater detail than regulators' models (Corburn, 2005). Recent developments in wireless mobile sensors create possibilities for mapping pollutant levels at much finer detail than previously possible; one example using human volunteers is AIR (2006).

The scientific profession can further the co-production of knowledge by reaching out to individuals, communities and citizen groups. BirdSource (www.birdsource.org) uses an Internet-based tool to help more than 50,000 birdwatchers develop a deeper understanding of science and the environment while they accumulate data that helps to identify priorities for conservation. This extends the reach of science by providing knowledge that scientists would lack the resources to gather by themselves (Fitzpatrick & Gill, 2002).

Science Shops and Cooperative Extensions offer ground-breaking resources for the co-production of knowledge. Science Shops (such as www.scienceshop.org) provide university scientific expertise to the public, at the instigation either of students or citizen groups. The University of Rhode Island Cooperative Extension (www.uri.edu/cce) Watershed Watch program works with government, tribal organizations and citizen groups to train volunteer water-quality monitors. Cornell Cooperative Extension (www.cce.cornell.edu) provides scientific expertise and conducts scientific research as part of a mission to extend the democratic process by helping people participate in their communities (Peters, O'Connell, Alter & Jack, 2006).

Citizen groups can further their own aims while extending the reach of science. For example, the Ocean Conservancy (www.oceanconservancy.org) conducts an international cleanup of marine debris on the third Saturday in September each year. While helping to clean the coastline, volunteers collect data that enables the Ocean Conservancy to learn about the causes of marine debris and to use this information in public education and advocacy.

Because mainstream scientific research does not pre-determine its conclusions, its use in advocacy is a double-edged sword. Activists may better spend their time in political lobbying than in scientific research whose results may not support their agenda. Just as the public mistrusts research funded by tobacco companies, for example, research by activist groups may appear suspect to policymakers and professional scientists. Despite this, many avenues are open for activists to initiate research that furthers their aims. Two examples follow.

Aiming to show a connection between pollution from incinerators, toxic waste storage and other industrial sources in the neighborhood and asthma in Greenpoint/Williamsburg, the El Puente group (www.elpuente.us) trained community members as community health workers and in conducting surveys. Their twofold process, of gathering information on asthma in surveys and then discussing the results in focus groups, uncovered knowledge about: (a) a link between women's occupations and asthma not directly related to environmental pollution, (b) differing levels of asthma amongst Hispanic groups, and (c) underreported asthma rates because people avoided treatment at the local hospital (Corburn, 2005).

The Centre for Science and Environment (www.cseindia.org) uses the results of its own scientific research to publicize problems and solutions. A recent achievement has been the research-based development of rainwater harvesting methods, combined with community outreach and advocacy to policymakers, offering a "politics of hope" to those whose water supplies are declining in quantity and quality (www.rainwaterharvesting.org).

Solution: 

Use and develop means of collaboration between science and communities. People benefit by bringing both scientific knowledge and local knowledge to bear on the problems that they experience. Citizen groups, policymakers and professional scientists all gain from proven ways to do this.

Verbiage for pattern card: 

The role of science will become more critical in the years ahead, as health care, energy, resources, and the global environment become more problematic. Science needs greater participation from people, and people need a greater voice in science. Citizens, policymakers, and professional scientists all benefit by integrating scientific knowledge and local knowledge to bear on the problems that they experience.

Pattern status: 
Released

Media Literacy

Pattern ID: 
463
Pattern number within this pattern set: 
35
Mark Lipton
Version: 
2
Problem: 

Bias free media may be impossible. For that reason people need to be able to identify and assess media bias. Some have argued that media has become so vivid, so ‘real’ that people can ‘live’ in them. Media literacy is the process of decoding and making sense of all media. It allows us to critically view media and to evaluate the role that media play in our lives. When someone is media literate, he or she has the skills to identify the ideological implications and manipulative means of media systems and practices. Unfortunately, exposure to media does not necessarily suggest that people have the critical skills to understand how media systems work or how they are relating to media messages. Further, there is very little training in media education. In most places in the world, public education resists the changing media environments. Also, teachers are not given specific instruction in the workings of media, nor are they trained in the methods of media practices. Of course, it must be mentioned that in some places in the world, media has a foothold in the curriculum of public education but rarely does this curriculum come with the pedagogical training educators need to reach their audiences. The study of media has developed into complex systems of understanding, analysis, and synthesis. Yet, media study is not thought of within the context of traditional academic ‘disciplines.’ As a result, we live in a world where ubiquitous media messages, without critical appraisal impact our world.

Context: 

Masterman, in particular, stresses the student's development of "critical autonomy" as a primary objective of media education. In Teaching the Media, he argues that the key task of media teachers is to "develop in pupils enough self-confidence and critical maturity to be able to apply critical judgments to media texts which they will encounter in the future" (24). Thus, the primary objective of media education is not simply to foster critical awareness and understanding, but to develop a student's awareness of his or her role as an active agent when engaged by all media, no matter the context. The "critical autonomy" approach to media education differs from its predecessors in three ways. First, the pedagogical practices of this approach stress investigative strategies; that is, teaching and learning are emphatically student centered and inquiry oriented. Second, the process of making meaning through critical investigation is emphasized; that is, strategies of decoding are stressed within pedagogy. And third, visual literacy and media literacy, rather than an exclusively "print-oriented" literacy, function as the criteria for evaluation of student work.

Discussion: 

Until very recently if somebody complained about the media, the typical response was to "turn off the TV." Suddenly it has become commonplace to think of media not as an autonomous system but as an important element in a cultural environment that, like the physical environment, needs to be monitored for degradation and corruption. We need to be able to recognize biases and other problems that we encounter with existing media systems. All messages are made with some sense of the people receiving them. People filter these messages based on their beliefs, values, attitudes, behaviors, and past experiences. Every media message is communicated for a reason — to entertain, to inform, and usually to persuade. Behind every message is a purpose and point of view. The advertiser’s purpose is more direct than a program producer’s, though both may seek to entertain. Understanding their purposes and knowing whose point of view is being expressed and why is crucial to being media literate. Yet the basic motive behind most media programs is profit through practices like the sale of advertising space and sponsorships. These reasons are also important to consider because all media messages are owned. They are designed to yield results, provide profits, and pay for themselves. All news and entertainment programming, including film and television, try to increase their audiences to attract advertising dollars. Understanding the profit motive is key to analyzing media messages. Messages are communicated through the use of elements like sound, video, text, and photography. But most messages are enhanced by the use of visual and technical elements– through camera angles, special effects, editing, or music. Analyzing how these features are used in any given message is critical to understanding how that message attempts to persuade, entertain, or inform. Because messages are limited in both time and purpose, rarely are all the details provided. Identifying the issues, topics, and perspectives that are not included can often reveal a great deal about the purposes of media messages. Because media messages tell only part of the story and different media have unique production features, it helps to evaluate multiple messages on the same issue. This allows you to identify multiple points of view, some of which may be missing in any single message or medium.

These are but some of the issues to be discussed when considering the problems and challenges associated with the term media literacy. Other approaches include concerns about monitoring ownership and the political economy of these systems in the global economy, about interpretation, evaluation and critique of media messages, about knowledge of how media impact and influence, and about how to address the changing needs of a world where media constantly evolves.

A critical autonomy approach to media education addresses these concerns within an educational context. As part of the school reform movement of the past decade, media education scholarship assumes a student centered pedagogical practice in which the student is viewed as an active, aware participant in learning, a lifelong learner, and a self-motivated and self-directed problem solver. This image of the learner is an essential consideration not only in the design of media education, but also within the larger pedagogical frame in which the curriculum is negotiated. According to Boomer (1992), negotiating the curriculum means deliberately planning to invite students to contribute to, and to modify, the educational program, so that they will have a real investment both in the learning journey and in the outcomes. Negotiation also means making explicit, and then confronting, the constraints of the learning context and the non-negotiable requirements that apply. (14) Masterman argues further that "if students are to understand media texts . . . then it will obviously be helpful if they have first-hand experience of the construction process from the inside" (26). To this end, media education includes media production, what Masterman dubs "practical work," as a pedagogical practice which enables students to create media products. Thus, students are actively engaged both with the production of media and the workings of the classroom.

As a result of their interest in student centered learning, scholars of media education aim to develop curricula which consider the forms and practices of education and of pedagogy. Curricula which are inquiry oriented tend to offer activities which stress critical strategies, and pedagogy centers around the creation of a dialogue -- i.e., not just discussion, but the kind of talk that leads to dialectical thinking. In this context, divergent readings of texts are positively valued for their potential to stimulate further analysis and thus growth in understanding. The aim of media education is to encouraged a heightened self-consciousness about the processes of interpretation and meaning making and provide people with an opportunity to recognize that everyone uses a selective and interpretive process to examine media texts. This process and the meanings obtained depend on psychological, social, cultural, and environmental factors. In this view, then, media education strives to enable people to understand how media texts come to have a range of meanings or readings ascribed to them, and to develop even richer, more critical readings.

Contemporary media educators are also beginning to challenge traditional notions of literacy. Literacy, by definition, refers to the ability to read and write. But scholars insist that there are "languages" other than print, such as those related to the mass media, which also need to be considered within the definition of "literacy." Visual literacy, for example, has been described by Messaris (1994) as "greater experience in the workings of visual media coupled with a heightened conscious awareness of those workings" (2). And Masterman has argued that since both print and visual literacy involve "the deconstruction of texts by breaking through their surface to reveal the rhetorical techniques through which meanings are produced" (127), any education for "literacy" should focus on that process, rather than on the symbolic form of a particular set of "texts."

Solution: 

Education and educational practices need to shift to address the changing media environments. We need to perform more public media criticism. We need to engage with media more closely to keep them in check and to be informed as to how we are responding and why. We need to be more serious about our media environments and foster greater awareness of the impact and influence media systems have on daily life. We must arm all people with the knowledge, skills, and values a media education program provides – granting people access to new technology and information about its workings and ideological implication. Finally, we need more alternative communication systems to counter these problems.

Verbiage for pattern card: 

Media Literacy allows us to critically view media and to evaluate the role that media play in our lives. Media Literacy helps develop awareness of our roles as active agents when engaging media. We must arm all people with the knowledge, skills, and values that Media Literacy provides. We need to grant people access to new technology and information about its workings and ideological implications and to develop alternative communication systems.

Pattern status: 
Released

Strategic Capacity

Pattern ID: 
517
Pattern number within this pattern set: 
34
Douglas Schuler
Public Sphere Project (CPSR)
Version: 
2
Problem: 

Occasionally in the course of human history, a small group with meager resources fighting a powerful foe, actually wins. One of the most famous of those struggles is that of the biblical shepherd David vanquishing the seemingly invincible Goliath. A thousand other struggles, against poverty, against oppression, against environmental degradation, retell the David and Goliath story with equally improbable outcomes. What's the secret to these unlikely successes? Resources (including financial, organizational, cultural or many others) alone, though useful, don't tell the whole story: the group with the biggest war chest sometimes fails where the seemingly more impoverished group succeeds. Neither does the idea of "political opportunity." And individual characteristics such as dedication, drive, emotional commitment – although also quite important – don't necessarily portend success or failure of activist struggles or social movements. There must be more to understanding why some efforts fail while others succeed beyond all expectations. Is "you win a few, you lose a few" the most useful conclusion we can draw?

Context: 

Groups of people, whether formally organized or not, strive to make their positive impact on the world. Any group devoted to social change must sustain their organization – largely through marshalling and replenishing resources – over the course of its existence. To achieve its goals, the members of a group must work effectively together to make decisions. This pattern is intended to help groups increase the probability that they'll make good decisions at each stage of the group's development and in its engagement with the rest of the world. According to Marshall Ganz, the person who developed the concept of this pattern, it is most useful in " turbulent environments where rules, resources, and interests are emergent and links between ends and means are uncertain."

Discussion: 

Discerning the macro tides of history is a risky business. Fortunately for those who undertake this avocation, those attempting the readings of the tea leaves writ large, have generally been quite dead years before the evidence emerges that demonstrates the unforeseen flaws in their reasoning. (Or, in rare cases, vindicates their astonishingly spot-on observations.) Perhaps riskier is the business of responding purposefully, punctually, piercingly and resoundingly to the micro tides of the here and now; the unexpected opportunities that arise from nowhere and vanish as rapidly. The best responses often demonstrate a shocking disregard for conventional wisdom. They will often demonstrate a preternatural anticipation of the next event and the next even after that and so on – while everyone else is seemingly caught unaware.

In the early 60's Marshall Ganz set aside his undergraduate studies at Harvard to work within the Civil Rights Movement in the US South. Twenty-eight years later, Ganz returned to Harvard, finished his Ba. and PhD., and developed the concept that this pattern is based on. "Strategic Capacity" specifically focuses on the question of why and how some people and organizations happen to adapt so wisely and, often, "guilefully", to new circumstances. (Indeed, some appear to thrive on them!) Strategic Capacity is too elusive to yield to mechanical analytical probes. For one thing, as Ganz points out, we can observe, "choices about targeting, timing, and tactics" (2004) but "the strategy that frames these choices – and provides them with their coherence – must often be inferred, using data drawn from interviews with participants, oral histories, correspondence, memoirs, charters, constitutions, organizational journals, activity reports, minutes of meetings, and participant observation."

While it is true that a specific strategy can probably be understood after the fact, the general strategic capacity of an organization's or movement's resistance to analysis is undoubtedly part of its power. Thus Ganz focuses more on the conditions that engender successful strategizing within an individual or group (i.e. its "strategic capacity") than on the strategies themselves. (Of course how a strategy is put into action is not trivial!) Ideally a group will use its strategic capacity to simultaneously build its strength while accomplishing its objectives.

Ganz explains that decisions are expressions of strategy and that strategy is a type of group creative thinking or distributed cognition that is sometimes akin to the "performance of a jazz ensemble." His theory of Strategic Capacity uses motivation, access to salient knowledge, and the heuristic processes that organizational leaders use as the key factors behind effective strategic capacity. Motivation is important because it describes how willing the group is to work towards its goals and what types of goals are established in the first place. Ganz further states that motivation based on "intrinsic rewards" and on the moral meaning of the enterprise is very important. Access to salient knowledge is important because, without this knowledge – particularly knowledge about "resources and opportunities," the group would be using inadequate and misleading information that the group asses and interprets to make its decisions in the heuristic processes, the third constituent of strategic capacity.

Ganz then steps back to consider the two driving forces, leadership and organization, that will be employing the strategic capacity that the model describes. According to Ganz, "Leaders devise strategy in interaction with their environments." He stresses that leadership teams are more likely to have effective strategic capacity when they include "insiders" and "outsiders", have strong and weak "ties" (connections) to a variety of sociocultural networks, and have "knowledge of diverse collective action repertoires." On the organization side, Ganz points out that, "Leaders interact with their environment from within organizational structures." Leadership teams that are regularly involved in open deliberations with actionable outcomes have more strategic capacity, and leadership teams that rely more on people than money are cultivating sustainable strategic capacity by encouraging leaders who can effectively strategize.

Solution: 

A group or organization that makes good decisions will be more effective than one that doesn't. Marshall Ganz's concept of "Strategic Capacity" identifies the underlying attributes behind a group's ability to make these decisions. By improving these attributes, a group can likely improve its ability to make good – and, sometimes, suprisingly good – decisions. Based on Ganz's reading (2004) of Bruner (1990), "Strategic thinking is reflexive and imaginative, based on ways leaders learn to reflect on the past, attend to the present, and anticipate the future."

Categories: 
orientation
Categories: 
organization
Categories: 
engagement
Categories: 
social
Categories: 
resources
Themes: 
Research for Action
Themes: 
Community Action
Themes: 
Social Movement
Themes: 
Theory
Themes: 
Case Studies
Verbiage for pattern card: 

Occasionally, a person or group with meager resources fighting a powerful foe wins. One famous example is David vanquishing Goliath. Thousands of other struggles — against poverty, against oppression, against environmental degradation — have seen equally improbable outcomes. Groups with Strategic Capacity are often imaginative and reflexive, have diverse membership, ties to many networks, and knowledge of various tactics and strategies.

Pattern status: 
Released

Opportunity Spaces

Pattern ID: 
458
Pattern number within this pattern set: 
33
Douglas Schuler
Public Sphere Project (CPSR)
Version: 
2
Problem: 

Inequality can be understood to a large degree as unfair access to opportunities. In the U.S. opportunities for education, employment and health are often tied to economic status. Current social and technological systems are often not being used to create or support opportunity spaces that are equitable even though these are the hallmark of a just society. Without adequate opportunity spaces, marginalized people will almost necessarily prevented from meaningful participation in the society at large.

Context: 

This pattern can be used in any community. After all, every community depends on opportunities. Some communities have ample opportunities that are open for all while some have all but the most demeaning opportunities denied to them. Although applying this pattern is intended to lead to concrete action, it can also be useful as a focus for thinking about equity and social progress.

Discussion: 

How can society develop more -- and better -- opportunities for its citizens? An "opportunity space" presents a possible step that a person might take as he or she plans for, and moves into, the future. It describes a potential "contract" between an offering entity and a person looking for future possibilities. Opportunities, of course, take many forms. These can include classes and seminars, volunteer positions, jobs, contests, access to the media, timely announcements, mentoring, scholarships, grants and many others. Opportunities dictate the possible paths to the future that are available to people. Hence the opportunities that society ofers is of critical importance. What opportunities exist? Do they exist for all citizens or just privileged ones? How are these opportunities developed? Do people know about them? In many cases, spending a little more effort making the existing opportunities more widely known will help considerably. There are often mismatches in a society between the opportunities that exist for individuals and opportunities that individuals believe exist for them. It is very important to understand that there is a great distinction between an "realizable" opportunity space and ones that are perceived to exist but don't and ones that exist but aren't known. Someimes the actual space is larger than the perceived one while sometimes the reverse is true. Notes: This pattern needs to discuss several innovative approaches that communities and instituions are offering. It should also discuss ways to think tactically and strategically about implementing new or improving existing opportunity spaces. 

Solution: 

People and communities need help realizing their potential. They also need support as they work to repair social and environmental problems. It is important to devote attention and resources (including policy, services, media and technological systems) to help create new (and improve existing) "opportunity spaces" for people -- and communities -- who need them.

Verbiage for pattern card: 

Opportunities are critical as they help determine possible paths to the future. Opportunities can include classes and seminars, volunteer positions, jobs, timely announcements, contests, access to the media, mentoring, scholarships, grants and others. It is imperative to devote attention and resources to help create new (and improve existing) Opportunity Spaces for people and communities who need them.

Pattern status: 
Released
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