economics

Power Research

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

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

Context: 

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

Discussion: 

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

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

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

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

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

Solution: 

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

Verbiage for pattern card: 

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

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

Open Source Everything

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

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

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

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

Context: 

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

Discussion: 

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

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

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

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

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

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

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

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

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

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

Solution: 

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

Verbiage for pattern card: 

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

Pattern status: 
Released
Information about introductory graphic: 
Ligeti Stratos

Environmental Impact Remediation

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

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

Context: 

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

Discussion: 

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

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

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

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

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

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

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

Solution: 

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

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

Verbiage for pattern card: 

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

Pattern status: 
Released

Telecenters

Pattern ID: 
871
Pattern number within this pattern set: 
117
Michel J. Menou
Peter Day
Douglas Schuler
Version: 
2
Problem: 

Across the globe new information and communication technologies (ICT) are increasingly perceived as elements essential to citizenship in contemporary society. However, numerous preconditions must be met before a person can make use of the applications and systems that represent the network society. Sometimes understood as contributing to the phenomenon known as the digital divide, these preconditions include, at the very least, an income level that facilitates payment for the equipment, its maintenance and operation; skills to use ICT, the availability of electricity; an awareness of ICT might matter and confidence in oneself and in the possibility of an improvement in one's condition. Unfortunately, for the vast majority of people on planet earth, these preconditions are not being met nor are they likely to be in the near future!

Context: 

Telecenter projects can exist at various levels from the small local community, for example, to the neighborhood or grassroots organization in a village, to the entirety of a large country, or even at the international level. Telecenters are, on the one hand, rooted in particular circumstances and, on the other hand, a product of dynamic realities. Because no two communities are alike (different environments, cultures, norms, values, etc.) the idea that recipes, "best practices", models or the like can be found and mechanically replicated across communities is foolish. Nevertheless a clear understanding of basic concepts and principles might be a useful guide for individual and collective reflection, as once again telecenters emerge as significant network society phenomena.

This pattern might be useful for individuals and grass root organizations for whom the use of appropriate ICT might strengthen their efforts toward overcoming the limitations of existing social conditions. It might also be useful for local or central government agencies intending to undertake positive action, with the help of purposeful and appropriate uses of ICT, in favor of social progress.

Discussion: 

In order to overcome the limitations listed above, the idea that public facilities might be established within communities is now fairly commonplace around the world (Menou 2003). Modern public access points to ICT are often referred to as "telecenters" even though their origins, ownership, purposes and modes of operation are so diverse that the development of a typology of public access points might be justifed, so that the commonalities and differences might be understood (Menou & Stoll 2003b).

Telecentres first emerged in Scandinavia and the UK during the 1980s and early 1990 and were known as telecottages, telehus, teleservice centers and electronic village Halls (Day, 1996 a&b) while the first "Community Computer Center" in the US was established in 1981 in the basement of a housing project in Harlem (New York City) (Schuler, 1996). Intended to provide public access to computing technology, these initiatives were either run as community development projects, commercial ventures or a bit of both (Day, 2001; Day & Harris, 1997). In the so-called "developing countries" one might distinguish 3 main avenues that the development of telecenters took. Most publicized is "pilot projects" initiated by international development agencies such as UNESCO, World Bank, IDRC, USAID, etc., which resulted in the implantation of isolated facilities with limited involvment of the communities at the beginning, e.g. Timbuctu in Mali, Kothmale in Sri Lanka. Another line is government programs pretending to overcome the "digital divide" by the implantation of a large number of telecenters in "undepriviledged" communities (e.g. @Argentina) with the same drawbacks of a top down approach, no networking plus bureaucratic constraints. A third line combines individual initiatives by grass root NGOs in particular locales and a franchising model developed by the Red Cientifica Peruana in Peru, known as "Cabinas Publicas Internet" which entertained ambiguities between community service and small business development.

Today the variety of public ICT access points (or PIAPs) and the nature of their roles is more wide-ranging and can be distinguished according to:

- their origin, ranging from ad hoc initiative of an individual to national and international programs;
- their purpose, ranging from profit of business owners - e.g. cyber or internet cafés - to free support to community development endeavors - e.g. true community telecenters;
- their ownership, ranging from individual small entrepreneurs to community groups, local and central government entities;
- the community participation in their governance, ranging from nil to full control;
- the mix of ICT available, ranging from only one, e.g. public phone booths, to all (e.g. phone, fax, internet, radio, web TV, etc.);
- the variety of services offered ranging from independant use of ICT to a wide mix of economic, social, educational and cultural activities;
- whether they stand alone or are part of a more or less extensive network

True community telecenters are part of the efforts undertaken by community members to build community and improve community conditions; they utilise ICT as a means, among others, that facilitate the attainment of these objectives (Menou & Stoll, 2003a). The centers are designed and managed with full participation of the community (Roessner 2005). Non- community telecenters are only concerned with providing access to ICT at an affordable cost to people who are deprived from it, whether temporarily or permanently. For the remainder of this pattern we focus exclusively on community telecenters.

Community telecenters typically get started via two main avenues:

1) They are the brain child of interested individuals or grass root community groups who champion their development and implementation through various community strategies and actions; or
2) They form part of a top down (usually government or international agency) program purporting to bridge the "digital divide".

Telecenters face a variety of problems and challenges that can be categorized as either social, political, economic, or technical.

In the social realm the key issues are:

- the relevance of the telecenter and ICT use as a means to support the various development efforts undertaken by the community
- the appropriateness of its role, the social interaction it permits and the information it makes available, especially with regard to cultural and gender biases
- the availability of people with required skills to operate and manage the telecenter and provide training and support to the users
- the level of information and computer literacy in the community and the availability of intermediaries to offset their deficiency
- the availability and accessibility of local information.

In the political realm, key issues are:

- the degree of ownership that the community might have from the inception, or progressively reach;
- the level and continuity of community involvement in the management of the telecenter
- the support of, or conversely conflict with, local and national authorities and pressure groups
- the relationship with national programs in the area of universalization of telecommunications services and digital inclusion, and the ability of the telecenters to preserve their identity and autonomy though participating as appropriate in such programs;
- the attitude of telecommunication companies vis a vis competition, universalization and digital inclusion efforts.

In the economic realm, key issues are:

- funding for initial investments
- securing regular income streams that can can support the operation of the telecenter
- securing resources for the maintenance and renewal of the equipment
- offering employment conditions that are attractive enough for retaining the permanent staff

In the technological realm, key issues are:

- reliability and cost of power supply
- reliability and cost of telecommunications
- reliability and cost of access to the international internet backbones
- ability to implement a distributed network
- capability of operating FOSS applications
- capability of deploying media integration, in particular radio

In many countries central governments have funding programs to encourage the development of "telecenters". Significant financial backing from international organizations is also commonplace and support is also often available from local governements.

Telecenter associations have been set up and are seeking to establish their influence at the local level as well as forming broader groups at regional and international levels. These structures are powerful instruments for sharing knowledge and experiences, helping each other and consolidating the movement Menou, Delgadillo Poepsel & Stoll 2004). Such grass root organizations should not be confused with a number of top down portals and support schemes that pretend to represent telecenters and disseminate second hand knowledge for sake of specific political and commercial interests

Mirroring events from the 1980s & 90s when computers were parachuted into communities as part of top down development programmes, the current crop of telecentres face similar challenges of social, financial and technological sustainability. At that time telecottages and electronic village halls (EVHs) were very much flavor of the month among government and funding agencies (Day, 2001; Day & Harris, 1997). However, they were viewed as short-term project that were expected to achieve sustainability with no support or training. Some transformed themselves into small commercial ventures but most closed eventually leaving behind them a great deal of frustration and dissillusionment in the community.

Very few lessons from that period appear to have be learnt. In the UK, the UK Online Centre programme, some 10 years or so after the initial telecottages and EVHs closed, many of the UK Online centres have closed or are closing after massive amounts of public funds had been pumped into them. Across the globe, the present tranche of telecenters seem to be following a very similar pattern of contradictory trends. On the one hand they are recognized by governments and international agencies as key instruments for achieving digital inclusion. Thus a proliferation of funding programs to support their establishment has been witnessed in recent years. On the other hand the support currently being displayed has no long-term policy substance behind it and may not resist the medium term hazards of development endeavors. The pressure toward securing financial sustainability in the short-term - usually 3 to 4 years - may indeed push many telecenters to close or attempt to reinvent themselves as business enterprises wherever this is feasible despite the fact that by definition they serve a population which does not have a level of income sufficient for paying for non essential goods and services. Similar attempts in the UK and Scandinavia have historically proved fruitless and we hold out little hope for the future of most telecenters without significant changes being made to policy and funding strategies.

Examples
Asodigua, Guatemala: http://www.asodigua.org
SAMPA.org, Brazil: http://www.sampa.org
Container Project, Jamaica: http://www.container-project.net

Solution: 

In the same way that public library services facilitated increased participation in society for the socially excluded through universal access to knowledge, so too can telecenters have a similar socially beneficial effect on citizenship in the network society by increasing access to and participation in information (content) creation, communication exchanges and knowledge sharing. However, history shows that treating community telecenters as short-term projects rather than part of the social infrastructure results in the long-term failure of these initiatives with community disillusionment and increased social exclusion ensuing. For telecenters to be effective instruments in bridging the digital divide and promoting social inclusion consideration of their policy, economic, technological and social sustainability is required.

We posit that a policy framework is required which establishes community telecenters as component parts of basic infrastructure supporting community life. Such policies should develop mechanisms that guarantee that appropriate levels of funding will be maintained to ensure long-term operations. In the network society, telecenters should be as much apart of our social infrastructures as public libraries, education, police services, etc. It is simply inappropriate to expect telecenters to function as instruments of social inclusion in the digital age by adopting business models from the commercial world. Similarly, the composition of the funding model that many telecenters are forced to live by is flawed. Relatively large sums of capital funding that support the purchase of equipment is made available but little or no long-term funding is obtainable for revenue functions such as equipment and network maintenance and renewal, on-going training, or the advocacy and awareness raising work that keeps telecenters at the hub of community activities and needs. Even in some of the most well intentioned cases a form of myopia exists, where ICT is concerned. Approaches that would not be accepted in other aspects of social life appear to the norm where technology is concerned. Simply throwing computers into local communities does not in itself address community need. If technology is to be both appropriate and effective it must form constituent parts of the toolbox that communities have for dealing with issues and problems. Telecenters must be grounded in the fabric of community life if they are to be socially sustainable.

A pre-requisite for social sustainability is community engagement. This demands community people getting actively involved in shaping and running telecenters in some way. In all likelihood this will involve learning directly from the experience of community telecenters operating in conditions similar to their own, so social networking skills need to be developed. Social sustainability means identifying what contribution a telecenter might make to community development efforts and involving community groups in designing, implementing and developing the telecenter. Operation and management training for members is essential if telecenters are to prosper. Support and advice in identifying and acquiring appropriate funding sources is a necessity. Finally, local communities can assist themselves in these matters by electing public administrators and lawmakers who genuinely support community technology initiatives and who understand the significance of their role in the community environment.

Verbiage for pattern card: 

Across the globe new information and communication technologies (ICT) are increasingly perceived as essential to citizenship. In the same way that public libraries increased participation for the socially excluded through universal access to knowledge, so too can Telecenters that provide free or inexpensive ICT facilities. Remember that numerous preconditions must be met before Telecenters can effectively meet their objectives.

Pattern status: 
Released
Information about introductory graphic: 
Creative Commons. Photograph by Tariq Zaman

Labor Visions

Pattern ID: 
771
Pattern number within this pattern set: 
112
Nancy Brigham
independent web designer and activist
Version: 
2
Problem: 

Fifty years ago, there was little doubt that unions had dramatically raised living standards for workers. But while more than one in three American workers belonged to a union in the early 1950s, today scarcely one in ten workers do. As companies move jobs away from unionized workplaces, it’s no coincidence that fewer workers have health insurance and that pay has stagnated. Non-union workers are only one-fifth as likely to have reliable defined-benefit pensions. In their heyday, American unions became somewhat complacent, confident that they were an accepted part of American life and secure in their ability to bargain middle-class living standards for millions of workers. Many neglected the need to vigorously organize new members or reach out to the public.

Context: 

New technology has helped businesses consolidate into huge multinationals that swiftly move jobs around the world to where labor costs are the lowest. This has vastly strengthened the power of employers to keep workers from unionizing and getting a fair shake. American workers watch their jobs transfered to Mexico, where workers can be controlled by management-run unions. When Mexican workers organize real unions, they encounter government hostility and threats to move work to China. In this global

Discussion: 

Recent surveys show that U.S. workers want to join unions. But employers often prevent this from happening by illegally threatening or firing union activists. More than 23,000 U.S. workers are dismissed or punished each year for exercising their legal rights to form or join a union.

Trade agreements like NAFTA and GATT further weaken worker power. While they strongly protect corporate intellectual property and investment, they open up nations to unfettered competition in terms of jobs and living standards. Even workers in high-tech fields like programming see their wages and job security battered by international outsourcing.

Unions have historically helped workers overcome this competition by uniting them to win across-the-board justice for the majority. In the 1900s they won equal pay and benefits across whole industries like automobiles and steel. The challenge today is to overcome international competition and join hands to win good wages and conditions worldwide.

The challenge is daunting to say the least. The AFL-CIO split in 2005 when several big unions formed a new federation that pledged to organize more vigorously. This division, however, may also dilute the clout of labor to act in concert. Nonetheless, steps being taken today suggest ways we can move toward the vision of global worker justice and unionism, aided by fast, global Internet communications. These steps include: •

  • Build broad support for workers and communities, regardless of location or whether there is a union contract, and apply pressure to encourage government support for workers.

    People can join AFL-CIO campaigns to support better laws and worker rights at workingamerica.org. The Jobs for Justice coalition also rallies public support for worker-justice battles. The campaign against Wal-Mart, one of the most powerful economic forces on earth, is proof that the movement can reach beyond its members. Wal-Mart paved the way for retailers to aggressively demand lower costs from producers around the world. The union movement is using the Internet to tap into a broad reservoir of resentment to these tactics, including small businesses and towns devastated by Wal-Mart super-stores, states fed up with covering health costs Wal-Mart should have paid for its own workers, and young people upset with the Wal-Mart-ization of culture and opportunities. Laws are being passed in Chicago and elsewhere to demand that major retailers pay good wages and benefits. •

  • Connect with immigrants and workers across national borders to build permanent support networks and apply global pressure on companies and governments to respect workers.

    Given the vast distances and differences in living standards, culture and language, as well as interference from repressive governments, reaching across borders is not easy. To succeed, unions must connect with other social movements and take maximum advantage of technology to communicate quickly and cheaply around the world. •

  • Organize globally against corporate threats to play workers against each other.

    The New York-based National Labor Committee exposes the appalling conditions in foreign sweatshops through creative media events that attract support from churches and the public. The Campaign for Labor Rights in the U.S., Britain’s LabourStart and the U.S.-based UE electrical workers union (which publishes a virtual newsletter on Mexican labor and is allied with a democratic Mexican union) also organize powerful email campaigns to support union struggles around the world, while groups like the Comité Fronterizo de Obreros organize on the ground across borders.

  • Challenge the commercialization of culture and inspire an ethical framework in which people are called upon to make sacrifices – such as not buying products made in sweatshops – to press for gains that benefit all.

    Students are organizing to support labor rights locally and globally. The first group of Mexican workers to organize at a maquila clothing factory (i.e., a factory producing products for export under conditions favoring multinationals) was at the Korean-owned Mexmode factory in Puebla. A courageous strike by young women workers won a new union in 2001 through key support from the U.S.-based United Students against Sweatshops, which in turn is allied with labor and global anti-sweatshop groups. They quickly mobilized using the Internet. •

  • Share technical ideas, information and organizing experiences with activists and labor supporters worldwide.

    Academics have been sharing information globally on labor organizing, as evidenced at the Global Unions conference sponsored by Cornell in 2006. And union supporters from several nations meet biannually at LaborTech conferences to showcase creative uses of modern communications. •

  • Push for trade agreements that protect not just corporate investment but workers’ rights, with trade penalties for mistreating workers. Insist on democratic input into international trade rules.

    Several Latin American governments have rejected the neo-liberal basis of modern trade agreements and the anti-worker conditions imposed by lending institutions. In 2006, a popular French revolt against watering down job protections for young workers won a surprise victory. Recent rounds of trade talks have failed, and Mexican voters turned out en masse for Lopez Obrador, who wants to renegotiate NAFTA.

The labor movement cannot and will not die. Workers are struggling for union rights around the globe -- even against the greatest of odds. And the public is increasingly supportive.

Solution: 

After decades of losing ground, unions and advocates of worker justice are striving to overcome the competition for jobs that pits worker against worker in a global “race to the bottom.” A vision of global progress, based on humane values, solidarity and local community, can motivate a union movement that transcends borders and involves all workers and allies. The Wal-Mart campaign, the anti-sweatshop movement and international networking are evidence that unions, the public, foreign workers and academics are reaching out in new ways to form support networks to raise standards for all workers. And they are pressuring governments to reject the neo-liberal trade policies that disadvantage workers, and insist on trade rules that require justice for workers.

Verbiage for pattern card: 

As companies move jobs away from unionized workplaces, fewer workers have health insurance and pay has stagnated. New technology has helped businesses create huge multinationals that move jobs to where labor costs are the lowest. Labor Visions, based on humane values, solidarity and local community, can motivate a union movement that transcends borders and involves all workers and their allies.

Pattern status: 
Released

Arts of Resistance

Pattern ID: 
437
Pattern number within this pattern set: 
111
Douglas Schuler
Public Sphere Project (CPSR)
Version: 
2
Problem: 

Repression and other forms of injustice and other social ills are often overlooked, dismissed in a cursory way, or deemed to be inevitable and immutable. Even when these problems are acknowledged, resistance to them is shallow, erratic, uncoordinated and ineffectual. Although art can be used to deliver a message of inspiration and information for the disempowered, it is often irrelevant; it can be a tool of the powerful and a diversion of the wealthy. In many cases, a distracting and ubiquitous corporate media has replaced the tradition of people and communities telling their own stories.

Context: 

People and societies around the world have over the years developed their own versions of hell on earth that some subset of its inhabitants is obliged to endure. These regions exist within all societies, but vary in size and in magnitude of abuse ranging from neglect to active repression.

Discussion: 

Artists occupy a unique role in society. Through a diversity of approaches, they explore new terrains that words alone are incapable of describing. Art can address issues, help solve problems and even serve as a "public psychiatrist" that surfaces social anxieties. Art speaks to places that other languages can't and affects consciousness on a level that we don't understand and can't map. Some, but not all, artists work for social and environmental justice. Notably artists can explore ideas of personal or societal importance or they can operate within a world circumscribed by religious authorities, corporations or the art-buying public, a decidedly privileged class economically.

The "world" that "resistance" strives to understand and confront provides an exhaustible fount of inspiration for artists – professionals and non-professionals alike. The media through which messages and stories can be conveyed includes T-shirts (indeed, wearing the wrong t-shirt is an invitation to harassment, fines, and imprisonment in my regions and countries around the world) and comics and zines, opera, ballet, graffiti, murals, sculpture, film, film or many other approaches. Art can be immersive and engaging; it can help build community and involve the "audience" in rituals or processions. Art can be an invidual or collective effort, big or small, public or anonymous, clandestine and furtive, In can be created by children or by people or emotionally disturbed. The art of homeless people, refugees, or incarcerated people is likely to present a view of the world that the rest of us may not see.

Resistance art brings hidden knowledge out of the shadows. The historic roots of contemporary experience, a common theme of Chicano murals, such as those created by Los Cybrids collective, in Los Angeles and other southwestern cities in the US explore themes of identity and hybridity. Another approach is to present the reality of a situation in a documentary style, such as Walker Evans' sparse, unadorned depression era photographs of the rural poor. Another approach is exemplified by George Grosz's grotesque and piercing caricatures of militarists and war-profiteers, or Hitler garbed in a bearskin.

In the 1980s, Artists of the World Against Apartheid based in France issued a broad appeal to artists around the world to contribute anti-apartheid works of art. Ernest Pignon-Ernest of France and Antonio Saura of Spain worked unselfishly for two years to make it happen. A major exhibition was mounted in late 1983 at the Fondation Nationale des Arts Graphiques et Plastiques in Paris. Since the organizers had stipulated in advance that the art would be held in trust and given to the people of South Africa on the occasion of "the first free and democratic government by universal suffrage" as the basis of an anti-apartheid museum, the collection was moved to South Africa at the request of president Nelson Mandela.

A similar event took place in the U.S. two decades later. With the invasion of Iraq looming, first lady Laura Bush, picked an inopportune time to invite poet Sam Hamill to a special White House event, "Poetry and the American Voice," which was to celebrate the works of Emily Dickinson, Walt Whitman and Langston Hughes. Instead of being seduced by to the allure of power and prestige, Hamill refused Bush's invitation. Instead he emailed several friends asking them for poems on the theme of war which would be bound and presented to Bush. This ignited a poetic firestorm that claimed no national border. Inspired by Hamill's defiance, a web site (http://www.poetsagainstthewar.org) was established that provided a platform for poets around the world to express their feelings related to the impending war. The site proved immediately and enormously popular – at its peak it was averaging several new poems a minute. Now the site has over 20,000 poems online – including works by Adrienne Rich, W.S. Merwin. and Lawrence Ferlinghetti, and spotlights several poems per week. The project ultimately published two volumes of poetry and an excellent documentary film, "Poets in Wartime," was inspired by the effort. Moreover, the work engendered a non-profit organization, "Poets Against War", was formed with the simple yet direct mission statement: "Poets Against War continues the tradition of socially engaged poetry by creating venues for poetry as a voice against war, tyranny and oppression."

This episode (Poets Against War) raises the general question of the role of occupational groups and whether there is an implicit or explicit obligation to help deter aggression and war. A short list of such candidates would include teachers, religious leaders, engineers, journalists, farmers, and doctors and nurses and other caregivers. A longer list would include almost everybody – for very few people in the world actually want to be within war's lethal compass, as either participant or as innocent bystander.

Another fascinating example, is the beehive design collective, an amazing anarchic and itinerant design collective that, although home-based in Vermont, travels around the world to create region-specific murals. Members often work with indigenous or other people to develop murals that capture the unique circumstances of the people who live there. The murals they develop grow organically; containing a variety of elements sinuously weaving indigenous plans and animals, historic referents, and symbols of corporate and colonial domination, with images of fanciful and realistic resistance.

Resistance art has many audiences. In the anti-apartheid movement, for example, the audience would obviously include the victims of apartheid and the supporters of their struggle. It would also include the people who believe themselves neutral of hadn't thought about apartheid from a moral standpoint and people who were actively promulgating it: politicians, policemen, the media, and business spokespeople who benefited from the cheap labor provided by the marginalized victims. Beyond that, the audience extended to the rest of the world. Many people outside of South Africa worked on anti-apartheid campaigns. Gill Scott-Heron's anti-apartheid anthem, "Johannesburg," was played on the radio in US cities, where its uncomfortable references to big segregated cities in the US like New York and Philadelphia showed that South Africa was not the only country in the world where prejudice and racism flourished.

From Goya and Picasso to Johannesburg's T-shirt artists of and anonymous graffiti artists around the world, resistance artists, generally acting on their own – have portrayed the horrors of war or other abominations. Activists in Seattle, hoping to help cultivate a supportive community network for resistance artists have convened an Arts of Resistance conference for the past two years. Through workshops, presentations, videos, and, most importantly, through face-to-face dialogue and debate, the idea that art can be socially transformative became more widely recognized and more thoughtfully practiced.

People ultimately also need to be reminded of two things – that they are not impotent and disconnected spectators but active and engaged participants in the ongoing vibrant fabric of life. Art, therefore, can tell the story of the ongoing struggle while suggesting ways for people to take part. It can also sketch out, in possibly indistinct and uncertain terms, a future that may exist, after successful struggles, where children, and their children, and their children's children do not experience the daily injury of living in an unjust and unhealthy world.

Anglican Bishop Desmond Tutu, a longtime foe of apartheid, notes that when resistance art is successful, "People come to the forceful realization that they are not entirely the impotent playthings of powerful forces." According to Tutu, resistance art, whether it's a play, song or T-shirt represents, "a proud defiance of the hostile forces that would demean and dehumanize."

Solution: 

Art can convey beauty, love and joy. It can also convey justice, fairness, dignity and resistance. Engaging in art can hone creativity by encouraging exploration within a plastic medium. The future itself is a plastic medium and we will never know how malleable it is if we don't explore it. Resistance art can be a seed that helps people understand their situation and how they might work to improve it.

Verbiage for pattern card: 

Repression and other forms of injustice and other social ills are often overlooked, or seen as inevitable. Art can be used to deliver a message of inspiration and information for the disempowered. Art can convey beauty, love and joy. It can also convey justice, fairness, dignity and resistance. The future itself is a plastic medium, a canvas that we all help paint. Arts of Resistance can be seeds that helps people understand their situation and how they might work to improve it.

Pattern status: 
Released
Information about introductory graphic: 
London Extinction Rebellion mural, purportedly by Banksy, 2019

Appropriating Technology

Pattern ID: 
500
Pattern number within this pattern set: 
108
Ron Eglash
rpi
Version: 
2
Problem: 

We usually think of technology as that which is designed by elite groups -- mostly male, mostly white, mostly upper class, etc. But the lay public can also be thought of as producers of technology and science. The "smiley face" emoticons we use in email, for example, were not designed by experts; it was ordinary people taking advantage of a flexibility in the system. Technology appropriation can be profound: Latino "street mechanics" for example created the Low Rider car which revolutionized their culture. Black teenagers created the "scratch" sound of rap by appropriating the turntable. Appropriated technology can help the disenfrachised gain social power. But there are three barriers. First, marginalized people often see science and technology as the enemy, a force to be resisted. Second, marginalized people often lack the education and physical resources for technology interventions. And third, designers (or at least the corporations they work for) do not necessarily see flexibility as something they should incorporate in their products. Of course not all cases of appropriated technology are happy stories: neo-nazi groups are also outside the centers of scientific production, and they too adapt and reinvent to gain power.

Context: 

Barrier 1: science and technology as the enemy. Social critics of often cite "technocracy" as the evil which perpetuates disparity in social power. Thus oppositional groups which subscribe to this theory will tend to desire less technology and not more. We see this in the 1960s counter-culture, in the conflation of technology with patriarchy, and in race-based movements that see an original "natural" or "pure" identity that was later defiled by colonialism.
Barrier 2: science and technology as unattainable. Our society tends to mythologize expertise, particularly that of science and technology, making lay interventions less attainable than they actually are. Many researchers suspect this serves to maintain elite priviledge and passive consumption.
Barrier 3: designing for rigidity: Corporations can increase profits by forcing consumers to use their products or engage in limited behaviors: for example Microsoft's operating system created barriers to competing internet browsers.

Discussion: 

In collecting the various case studies for our anthology (Eglash et al 2004), it became apparent that some examples made a stronger case for appropriation than others. Using that distinction, we developed the following three categories. You can think of these as being positioned along a spectrum from consumption to production (see figure above).

The weakest case, "reinterpretation," is defined by a change in semantic association with little or no change in use or structure. That is, the lay person has changed only the meaning of the artifact, not its physical make up. Graffiti tags are a good illustration: the physical and functional aspects of a building are essentially unchanged, but the semantic claim to ownership, as a form of either cultural resistance or criminal turf war,is not trivial. The next stronger case, "adaptation," is defined by a change in both semantic association and use. For example, the Bedouin society of Egypt, a relatively disempowered ethnic minority, found that cassette tape players, which were marketed for listening to music from the Egyptian majority, had an unused recording capability as well. They began to record their own songs, and this eventually led to the rise of a Bedouin pop star and the creation of new economic and cultural opportunities (Abu-Lughod 1989). Adaptation requires two technosocial features. First, an attribute of the technology-user relationship that Hess (1995) refers to as “flexibility.” For example, a calculator is less flexible than a word processor, which is less flexible than a personal computer. Second, it requires a violation of intended purpose. It is a mistake to reduce this to the intentions of designers; we also need to consider marketing intentions and “common-sense” or popular assumptions. In the case of Bedouin cassette players we have a pre-existing flexibility for recording that was intended by the designers, but this was obscured by the marketing focus on play-back only. Adaptation can be described as the discovery of a “latent” function, but that definition needs to be problemitized in the same ways that philosophers have debated whether mathematics is invention or discovery. The creativity required to look beyond the assumed functions of the technology and see new possibilities is a powerful force for social change, yet one that receives insufficient theoretical attention.

The strongest case for appropriated technology is "reinvention," in which semantics, use and structure are all changed. That is, if adaptation can be said to require the discovery of a latent function, reinvention can be defined as the creation of new functions through structural change. Low-rider cars (see figure below) provide a clear demonstration of this combination. Although automobile shock absorbers were originally produced for decreasing disturbance, Latino mechanics developed methods for attaching them to electrically controlled air pumps, turning shock absorbers into shock producers (the cars can move vertically as well as horizontally). Low-rider cars violate both marketing and design intentions, but the new functionality was introduced by altering the original structure, rather than discovering functions lying dormant in the original artifact.

Having studied appropriated technologies, what should we do with them?

First, it is important to understand that in distinguishing strong versus weak cases for appropriated technology, we make no evaluation of ideology or effectiveness. One might, for instance, find more political success with reinterpretation than reinvention in a given case. It is, rather, more a question of how much involment the lay public can have in production versus consumption.

Second, appropriated technologies do not have an *inherent* ethical advantage. Not all forms of resistance are necessarily beneficial in the long run. Aihwa Ong, for example, notes that Malaysian women using spirit possession as resistance to exploitation may be releasing frustrations that could have gone into collective labor organizing. And as we noted, white supremacist groups might well be described as marginalized people who appropriate the internet and other technologies. While free speech must be preserved at all costs, appropriation is not making a better society in the case of neo-nazi web sites.

Third, Insofar as science and technology appropriations do have potential contributions to stronger democracy (cf. Schuler 1996), we need to understand how these positive attributes can succeed. First, there are obstacles to appropriation on the design side; most obviously those created by totalitarian governments, but corporations can also dampen or discourage appropriation. The flexibility required to allow user adaptation, for example, is increasingly threatened in contemporary information technology marketing strategies. Encouraging designers to incorporate appropriation as a positive virtue means reversing this trend towards inflexibility. Second, there are obstacles to appropriation on the lay public side. We need to not only overcome the ideology barrier, but also the barriers of education and access to physical resources.

Solution: 

In terms of the designer barrier, we can train engineers and designers to think about approapriation as a positive goal. In terms of the ideology barrier, we can encourage marginalized groups to strive towards positive conceptions of hybridity rather than relying on notions of purity. And in terms of the resource barrier, we can encourage the creation of community technology centers, among other efforts.

Finally, we should examine each case of lay/professional relationship in terms of the dependence or independence fostered by various appropriated technology strategies. A "consumer ombudsman" offers more independence than a marketing survey, participatory design offers more than the ombudsman, and appropriating technology offers a maximum of independance. But again this is not an ethical spectrum -- there are cases in which groups are better off with an ombudsman than an act of appropriation. Increasing independence can free up new possibilities, but decreasing it can facilitate institutionalization. Rather than romanticize independence, both users and designers should strive towards the lay/professional relationship that will move toward strong democracy in their particular context. In conclusion: we can encourage, inspire, and incite the use of appropriated technologies for opening new possibilities in the relations of culture and technoscience.

Verbiage for pattern card: 

"Ordinary people" can produce science and technology. Latino "street mechanics" created the Low Rider car and Black teenagers created the "scratch" sound of rap. Appropriating technology can help the disenfranchised gain social power. We can encourage marginalized groups to explore positive "hybridity," create community technology centers, and train engineers and designers to think about appropriation by users as a positive goal.

Pattern status: 
Released
Information about introductory graphic: 
Ron Eglash

Engaged Tourism

Pattern ID: 
766
Pattern number within this pattern set: 
107
Christine Ciancetta
Evergreen State College
Version: 
2
Problem: 

Tourism has largely developed unhindered by environmental and community concerns. Its sole basis is economic growth, with the majority of profits funneled to already rich industrialized nations. At its worst, tourism devastates rich landscapes, displaces long-established and thriving communities, causes pollution, creates a culture of drug and sex-trafficking, abuses access to clean water, and eradicates culturally unique lifestyles and livelihoods.

Context: 

Individuals or organizations seeking to take part in travel and tourism that benefits local communities should investigate the many resources for Engaged or Responsible Tourism. The hallmark of Engaged Tourism is that it is community-determined, sustainable and draws on the existing people and environmentally centered resources of the community.

Discussion: 

The challenges to participating in responsible tourism are many. A westerner's perception of travel and vacationing are already formed to expect a certain kind of product. Swimming pools, air-conditioning, lavish meals, subservient staff, "staged" traditional activities and the like leave little room for discovering the many wonders of foreign cultures or experiencing the complexities of a different lifestyle. Foreign governments share in the global race to classify tourism as a national export, paving the way for multinational corporations to build a tourist infrastructure at the expense of whatever may be in its way.

Tourism Concern, an NGO based in the United Kingdom is a primary source of information about the social, environmental, and economic impacts of tourism at the same time that it advocates and provides information about alternatives. According to Tourism Concern's Web site, some of the main negative effects of tourism include displacement of people (particularly native peoples living on their traditional lands), environmental damage from uncontrolled development, and water abuse. In examining water abuse it's easy to find that "the presence of tourists naturally means a much higher demand for water. Local communities normally do not benefit, and in most cases, are not allowed access to infrastructure built to ensure safe drinking water. The development of golf courses and hotel swimming pools are responsible for depleting and contaminating water sources for surrounding communities; this is especially true in Southeast Asia and the Middle East. An average 18-hole golf course soaks up at least 525,000 gallons of water a day - enough to supply the irrigation needs of 100 Malaysian farmers."

Equations, an East Indian NGO promoting responsible tourism, documents several tourism projects that are moving ahead without local support. The mega Bekal Tourism Project plans to convert Bekal, a northern rural coastal fishing district, into Asia's largest beach tourism resort of 6500 units by 2011. As a consequence, four entire fishing communities would be destroyed, communities that are among the most sustainable in all of India. In addition, unique cultural practices are at risk: "The indigenous fishing community of Kasaragod is the last remaining community along the Keralam coast with traditional fishing techniques. They abhor over-fishing and adhere to sustainable harvesting practices. The community still practices the traditional 'sea courts' where the community heads assemble at the place of worship every day to hear and decide on issues within the community."

The Bekal project illustrates more. The government of Keralam has already begun acquiring land as cheaply as possible under "public purpose" and intends to sell the land to private and multi-national tourist organizations for this same price. To date, there is no Environmental Impact Assessment despite the fact that as planned it would violate national Coastal Regulation Zone rules. Local community members are being denied due process through hearings that are a sham.

Fortunately, there are organizations that are becoming involved in the process of re-vitalizing community efforts to direct tourism. An extensive list of responsible travel organizations can be found on Tourism Concern's Web site, (http://www.tourismconcern.org.uk/). Reference books also published by Tourism Concern include "Good Alternative Travel Guide: Exciting Holidays for Responsible Travelers" by Mark Mann, and the new, "Ethical Travel Guide" by Polly Pattullo, lists ethical and sustainable tourism in over 60 countries.

Global Exchanges is a model organization in creating opportunities for Engaged Tourism. Their Reality Tours operate give people "the chance to learn about unfamiliar cultures, meet with people from various walks of life, and establish meaningful relationships with people from other countries."

Solution: 

Engaged tourism represents a shift in both attitudes and activity. Tourists traveling to developing nations shift their attitudes from participating in inexpensive fun abroad to participating in meaningful experiences in international communities. Interestingly, it is exactly the presence of western engaged tourists that assists in re-establishing the values, culture, status of local people and communities adversely affected by commercial tourism.

Verbiage for pattern card: 

At its worst, tourism devastates ecosystems, displaces communities, causes pollution, promotes drug and sex-trafficking, restricts access to clean water, and degrades culture. A westerner's perception of travel often is oblivious to foreign cultures or different lifestyles. Engaged Tourism shifts from fun abroad to meaningful experiences. In fact, engaged tourists can help re-establish values, culture, and status of people adversely affected by commercial tourism.

Pattern status: 
Released
Information about introductory graphic: 
http://upload.wikimedia.org/wikipedia/commons/b/b3/Puerto_Princesa_Underground_River.jpg

Self-Designed Development

Pattern ID: 
761
Pattern number within this pattern set: 
106
Justin Smith
The Public Sphere Project & St. Mary's University
Version: 
2
Problem: 

All too often development initiatives are designed and implemented by outside professionals, politicians and wealthy elites. Neither community empowerment nor fundamental sustainability plays a central role in many of these interventionist projects. And just as bad, they fail to honor the basic desires and knowledge possessed by these people. Thus displacement, increased unemployment and the overall degeneration of livelihoods becomes the normative result of mis-planned, mis-interpreted and thus, mis-implemented development. Similarly, even among the well-meaning development NGOs a culture of dependence tends to emerge with communities being perpetually tied to the expertise and monetary assets that these organizations bring with them.

Context: 

Before governments, international development agencies and corporate stake holders attempt to define the nature of development for a particular community or region (or for the world for that matter), peoples must proactively assert their own paradigm as a challenge to the problematic realties that have come from vertically planned development schemes, and to break out of dependency.

Discussion: 

Stepping away from the interventionist model of development, self-designed or autonomous development emphasizes at its core development designed and implemented by the people it is intended to affect. While on one hand this pattern presents an orientation towards the practice and approach of development at one level, at another it is meant to be translated into the direct actions of peoples pursuing the right to define the trajectories of their lives, the lives of their families and their overall communities. It tries to avoid the assumption that all peoples want to be developed, rather it does assume that peoples wish to enjoy a certain type of life defined on their own terms and the hope is that they have the opportunity to realize that desire in their life-time.

The words self-designed or autonomous are meant to address the fundamental notions of power, who has it, who uses, and how it’s used and to what end. As a pattern that values autonomy, but also a notion of development towards greater well-being traditional as well as modern knowledge must be acknowledged, understanding that they do not always have to be perpetually competing forces, but when approached carefully they can be utilized to promote viable path towards community transformation that honors the social, cultural and political realities a community exists within. Thus, the overall basis of the self-designed development places both the responsibility and power of change into the hands of those who have been historically disempowered through the processes of traditional ‘developmentalism’.

At the level of orientating this process, its necessary to re-frame development and stress a redefinition of the roles between peoples in communities seeking transformation and the various outside agents who are working for authentic social and economic change. Here we would emphasize facilitation over the management and design on the part of the part of the so-called professional, and community independence and autonomy over dependence.

Take for example, the Participatory Rural Appraisal (PRA) (See: Action Research) so often thought of as the mainstay of the development practitioner seeking to design projects, becomes instead an awareness tool for community members themselves to guide their own decision making process on what steps are to be taken to better their livelihoods, and offer clear paths to achieving that. In fact this tool can be used by a community without the need for complex levels of understanding into social research and can be used in a relatively low-tech way within a variety of settings. Therefore, the role of the outside agent can be to act as observer and identify ways in which they can help a community realize their mutually defined goals.

At the level of implementation the pattern can guide specific actions to be taken up by communities to include any number of projects defined by a community. For example, projects can be anything from a system of check dams used to provide electricity to power a rural village; another project could be the construction of a primary school or health center for women. They can include the creation of farming cooperatives to ensure the community not only achieves the ability to provide sustenance, but can then also generate income by selling their products outside their geographical community.

Undoubtedly the use of this pattern at this level will be context specific and must be shaped by the various needs and desires, and including the capacities and capabilities of peoples seeking to pursue this pattern of development. This recognizes that not all communities possess the same needs or desires, nor do the posses the same levels of capacity or capabilities. Therefore in one community where the level of civic capacity is high, as well as a great deal of cohesion and participation among community members, then a more autonomous approach to development is going to be more easily realized.

Yet, to a community that lack a certain level of capacity and cohesion it may be necessary for the community to seek the assistance of an outside agent to facilitate in the process. This could include consciousness raising, financial support, transfer of knowledge and so forth, but fundamentally any such assistance must be a result of the wishes of the community and brought forth based upon the terms and desires of those these plans are meant to assist.

There may however, be situations in which such a pattern may not be at all viable, or only very minimally. This is particularly true in situations of displacement, through war, famine or other outside forces that breaks a necessary level of cohesion due to fissure in the very nature of their communal ties, and thereby fragmenting the people’s capacity to coordinate and act collectively. In these situations, the pattern may still be utilized but it will be much more of a goal to be actualized by development agents who are seeking to ameliorate the problems associated with fragmented communities. The pattern thus becomes a guiding force for the interventionist, and care must be taken not to cross the boundary of creating development dependence among peoples.

In these situations it can also be potentially problematic as it can be difficult for agencies to relinquish control over development initiatives as community reconstitute themselves and gain a level of independence and cohesion that would allow for them to participate in a process of autonomous development. And since its difficult to say when the work of an NGO is done in area there remains this tendency maintain a role of interventionism long after a community has acquired the capacity to define their own goals. It therefore begins to become the kind of development the outsiders envision and not that of the community.

Thus, this pattern not only becomes an orientation to community driven development but an orientation and guide by which NGOs themselves can pursue a process to empower communities by emphasizing any number of projects designed to empower peoples to regain control over their lives in the wake of a rapidly modernizing world.

Solution: 

First, those among the professional development community should not always assume that a community wishes to be or needs to be developed. Rather support to communities should be pursed based on invitation. For the communities themselves this is an opportunity to empower themselves and to project the ways in which they wish to interact and be defined in the process of modernization that is going on everywhere. It is an opportunity to exert their own sense of identity and influence their livelihoods as best and most effectively as possible in the face of so many outside forces that are consciously and unconsciously seeking to define their collective futures.

When pursuing a development project peoples must come together, discuss, plan and decide what they want. If the community chooses to maintain a traditional way of life it becomes up to them on how they will protect that. And in the event that a community does seek outside assistance it is up to them to define the nature and terms of that relationship to those working with them from the outside. And for those with a low-capacity for truly implementing such an approach any initiative must incorporate the necessity of capacity building for communities to achieve a level in which they can envision their own development. Ultimately, the realization of a community’s independence rather than dependence in this world should be at the fore in such circumstances.

Verbiage for pattern card: 

Development initiatives are often designed and implemented by outside professionals, politicians and wealthy elites. Neither community empowerment nor fundamental sustainability plays a central role in many of these interventionist projects. Communities must take the opportunity to proactively assert their own paradigm and to exert their own sense of identity and influence in the face of outside forces attempting to define their collective futures.

Pattern status: 
Released
Information about introductory graphic: 
Wikimedia Commons

Sense of Struggle

Pattern ID: 
436
Pattern number within this pattern set: 
104
Douglas Schuler
Public Sphere Project (CPSR)
Version: 
2
Problem: 

There are myriad forces in the world. Some of them are working to change it, to create an alternative future while some of them are working to preserve the status quo and to perpetuate injustice and privilege. Many of the forces that are the strongest are the ones that must be challenged: A casual response is inadequate: a sense of struggle is necessary to meet those challenges.

Context: 

This pattern is applicable to any person or group that is working towards the solution of a seemingly intractable social or environmental problem.

Discussion: 

Social change is not easy. Effecting change is long term and not trivial. The change that is needed may not occur until long after the deaths of the people who first seek it. A sense of struggle can bind together a group dedicated towards positive social change.

A sense of struggle emerges from the realization that the problem is very deep and the appreciation that there will be setbacks over the long-term. A sense of struggle lies midway between unwarranted optimism and helpless despair and cynicism.

A sense of struggle which is often necessary in social activism can change over time into something less desirable. Sometimes, a too grim sense of struggle can result in not acknowledging a genuine opportunity when it comes along. A sense of struggle unrelieved by humor, cameraderie, etc. can even give way to dogmaticism, paranoia or messianic thinking. Being flexible and open to new approaches and to new people who share your concerns is the best way to avoid these problems.

"If there is no struggle, there is no progress. Those who profess to favor freedom and yet deprecate agitation, are men who want crops without ploughing up the ground; they want rain without thunder and lightning; they want the ocean without the awful roar of its mighty waters. Power concedes nothing without a demand!"
    —Frederick Douglass

Solution: 

We need to cultivate a sense of struggle and, at the same time, make it easier for those who do struggle.

Verbiage for pattern card: 

Many of the strongest forces in the world must be challenged. A Sense of Struggle can unite a group striving for positive social change. A Sense of Struggle lies between optimism and despair. We need to cultivate a Sense of Struggle and, at the same time, make it easier for those who are involved in the struggle. According to Frederick Douglass, "If there is no struggle, there is no progress."

Pattern status: 
Released
Information about introductory graphic: 
Gandhi, Salt March; Wikimedia Commons
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