economics

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

Sustainability Appraisal

Pattern ID: 
748
Pattern number within this pattern set: 
100
Nick Plant
University of the West of England, Bristol
Version: 
2
Problem: 

There are many limitations to the take-up and use of information and communications technologies (ICT) in non-profit organisations. Technical, social and management issues are frequently involved, but the complex, inter-connected mix of factors at work is often confusing. There isn’t a common language for understanding and modelling a particular organisation’s situation. Furthermore, until understanding is achieved, action-planning and change is even more problematic. However, ideas of sustainability drawn from the worlds of sustainable development, sustainable communities and environmentalism are familiar to many civil society activists and non-profits. Can these ideas be imported to form a holistic sense-making framework for understanding non-profit ICT use? More important, can the use of sustainability indicators also help inform action-planning and change, on the basis that diagnosis is half way towards a cure?

Context: 

This pattern has emerged from extensive research, development and consulting on ICT in non-profit organisations (Plant, 2003). Non-profit organisations are key to organised social action and increasingly reliant on ICT in pursuing their missions, especially as they move from internal, efficiency-oriented, applications to those that support service delivery externally. But small non-profits are frequently vulnerable to, yet dependent upon, external expertise due to limited internal knowledge. Outside support is, furthermore, often technically-biased and solutions-focused. There is a need to facilitate internal capacity development and learning, especially on the organisational and political, not just technical, factors associated with ICT. The notion of sustainability as imported into this field embraces a holistic range of organisational, social and technical factors. These affect success and autonomy in the use of ICT, as well as technological longevity. The application of sustainability indicators to appraise ICT use in non-profits should interest both non-profit staff and outside helpers committed to a facilitative approach. Those needing a holistic understanding of a particular organisational situation, and those looking to move towards action-planning for change and improvement in ICT use, should benefit.

Discussion: 

A sustainability model was originally constructed, as an analytic abstraction for research purposes, to model the suggestion that three main factors, each with sub-factors, might explain sustainability or its absence in non-profit ICT.
The top-level factors were inspired by the triple bottom line in sustainable development (Henriques & Richardson, 2004) combined with information systems theory. They are associated with longevity (technical factors which affect IT quality and life expectancy), success (management factors which affect the overall impact of ICT use on the organisation) and autonomy (empowerment factors which affect the extent of appropriate relationships with outside expertise). A three-segment graphical representation was created to summarise and integrate these factors visually.

A method of appraising sustainability operationally in any given non-profit was derived from the theoretical model. A questionnaire asks respondents to agree or disagree with assertions associated with sustainability in each of the three main areas, using a five-point Likert scale. Drawing on Bell and Morse's (1999; 2003) approach to sustainability indicators, these qualitative responses are plotted on a three-segment diagram similar to the theoretical model. This results in a visual impression of sustainability, as subjectively interpreted by the organisational stakeholder(s) taking part.

A full "Information Systems Healthcheck" service was then designed (Plant, 2001). The consultant first gathers and preliminarily analyses sustainability appraisal data from completed questionnaires. A face-to-face meeting then takes place, at which feedback is offered, and the situational diagnosis is discussed with client representative(s). The consultation then moves towards initial action planning and change. Possible areas for improvement are drawn directly from the graphical sustainability appraisal "plot" and respondents’ annotations.

Specific action-plans that might bring about change and improvement are identified, focusing on segments where sustainability appears to be weakest. The follow-up to this part of the process involves a wider cross-section of the client organisation's staff being canvassed if possible in order to confirm, enrich or challenge the situational diagnosis and the action-planning steps emerging.

Evaluation of the healthcheck service suggests that it leads to new insight for client organisations. Key phrases appearing on evaluation questionnaires emphasise the strengths of a “completely outside perspective” that “forces the issue” to give participants an “understanding of context” and “make recommendations” from an “unbiased viewpoint” following “critical review”.

Insight appeared to be based largely on bringing to the surface ideas that were already latent within the organisation, newly articulated and legitimised as a result of the engagement. It was therefore argued that internal capacity can be unlocked by employing the external facilitator in the role of a ‘sounding board’. Drawing out multiple perspectives through this participative approach appeared particularly important.

The crucial requirement for the client to take ownership of the process cannot yet be taken for granted. For this reason and others, further action research is needed to confirm or challenge the findings. Follow-up work is time-consuming and demanding for clients, particularly if, as suggested during the healthcheck, the consultant’s definitions of ‘health’ and ‘sustainability’ are to be challenged, reviewed and appropriated to suit local conditions and culture.

The qualitative basis of this work also leads to its own challenges. The most effective sustainability appraisals have been those involving questionnaire responses from multiple stakeholders that express divergent views. Productive outcomes have resulted from the debate and discussion over the multiple subjective interpretations of sustainability that have emerged. Focusing on disagreement as well as agreement can of course generate conflict instead of consensus, so requires sensitive facilitation and careful management.

Furthermore, given that as follow-up clients are encouraged to engage organisational stakeholders at all levels (a move that could generally be considered ‘healthy’), such conflict can be problematic for those in less powerful positions. More generally, the process may influence the existing power balance; this could either be positive or negative in any given organisation. As a minimum, this possibility must be taken into account.

Solution: 

Sustainability ideas were originally imported into the non-profit ICT field in order to construct an explanatory model for research purposes, but their utility goes beyond this. The use of sustainability indicators has led to a practical grounded tool for understanding real-world non-profit ICT situations.

A common language for making sense of and modelling the organisational, social and technical factors involved in ICT sustainability in individual non-profits is now available.

But it has not only been used successfully to achieve situation diagnosis and understanding, it has also led non-profits towards practical action for change and improvement in ICT use. Although there is more work to be done, the core method, an "information systems healthcheck", involves a visual representation of sustainability that promotes accessibility, and a facilitative approach that can lead to empowerment and organisational learning. Furthermore, researchers concerned with industrial or other sectors have observed similarities with ideas such as capability maturity modelling, and this work may well have application beyond the non-profit sector.

Verbiage for pattern card: 

The adoption and use of information and communications technologies (ICT) present critical challenges to small non-profit organizations. The complex, interconnected mix of factors is often confusing. The idea of sustainability can be used to orient a holistic sense-making framework. Sustainability Appraisals promote inclusion and collaboration, and the facilitative approach can lead to empowerment and organizational learning.

Pattern status: 
Released
Information about introductory graphic: 
Nick Plant

Value Sensitive Design

Pattern ID: 
474
Pattern number within this pattern set: 
87
Batya Friedman
University of Washington
Version: 
2
Problem: 

Human values and ethical considerations no longer stand apart from the design and development of information and communication systems. This shift reflects, at least in part, the increasing impact and visibility that information and communication technologies have had on human lives. Computer viruses have destroyed data on millions of machines. Large linked medical databases can, and often do, infringe on individuals' privacy. The fair outcome of the national elections may hinge in part on the design and management of computerized election ballots. On and on, the media portray such problems. In turn, software engineers, designers and developers must now engage not only the technical aspects of their designs but the value and ethical dimensions as well. Yet how should they do so? What theories, methods, tools, and techniques might they bring to this challenge?

Context: 

Values are at play in all phases of envisioning, designing, developing, implementing, deploying, appropriating, and on-going re-appropriation and re-invention of computer and information technology. In all these activities there exists the need for explicit consideration of values, value tensions, and value trade-offs. The Value Sensitive Design pattern can be used throughout all of these phases. Moreover, it is expected that Value Sensitive Design will be used in conjunction with other successful methodologies (such as Participatory Design, systematic debugging and testing practices, rapid prototyping) with a variety of practitioners including software engineers, usability engineers, interaction designers, information solution professionals, and concerned direct and indirect stakeholders.

Discussion: 

“That technology itself determines what is to be done by a process of extrapolation and that individuals are powerless to intervene in that determination is precisely the kind of self-fulfilling dream from which we must awaken…I don't say that systems such as I have mentioned [gigantic computer systems, computer networks, and speech recognition systems] are necessarily evil – only that they may be and, what is most important, that their inevitability cannot be accepted by individuals claiming autonomy, freedom, and dignity. The individual computer scientist can and must decide. The determination of what the impact of computers on society is to be is, at least in part, in his hands…It is possible, given courage and insight, for man to deny technology the prerogative to formulate man's questions. It is possible to ask human questions and to find humane answers.” (Joseph Weizenbaum, 1972, p. 614.)

Heeding to the call of computer scientists like Joseph Weizenbaum and cyberneticist Norbert Wiener before him, the emerging field of Value Sensitive Design seeks to design technology that accounts for human values in a principled and comprehensive manner throughout the design process (Friedman, 1997; Friedman and Kahn, 2003; Friedman, Kahn, and Borning, 2006). Value Sensitive Design is primarily concerned with values that center on human well-being, human dignity, justice, welfare, and human rights. This approach is principled in that it maintains that such values have moral standing independent of whether a particular person or group upholds such values (e.g., the belief in and practice of slavery by a certain group does not a priori mean that slavery is a morally acceptable practice). At the same time, Value Sensitive Design maintains that how such values play out in a particular culture at a particular point in time can vary, sometimes considerably.

Value Sensitive Design articulates an interactional position for how values become implicated in technological designs. An interactional position holds that while the features or properties that people design into technologies more readily support certain values and hinder others, the technology's actual use depends on the goals of the people interacting with it. A screwdriver, after all, is well-suited for turning screws, and yet amenable as a poker, pry bar, nail set, cutting device, and tool to dig up weeds. Moreover, through human interaction, technology itself changes over time. On occasion, such changes can mean the societal rejection of a technology, or that its acceptance is delayed. But more often it entails an iterative process whereby technologies are invented and then redesigned based on user interactions, which then are reintroduced to users, further interactions occur, and further redesigns implemented.

To date, Value Sensitive Design has been used in a wide range of research and design contexts including: an investigation of bias in computer systems (Friedman and Nissenbaum, in Friedman, 1997), universal access within a communications company (Thomas, in Friedman, 1997), Internet privacy (Ackerman and Cranor, 1999), informed consent for online interactions (Friedman, Howe, & Felten, 2002), ubiquitous sensing of the environment and individual rights (Abowd & Jacobs, 2001), computer simulation to support of democratization of the urban planning process (Borning, Friedman, Davis, & Lin, 2005), social and moral aspects of human-robotic interaction (Kahn, Freier, Friedman, Severson, and Feldman, 2004), privacy in public (Friedman, Kahn, Hagman, Severson, & Gill, 2006), value analyses in reflective design (Senger, Boehner, David, & Kaye, 2005), and the place of designer values in the design process (Flanagan, Howe, & Nissenbaum, 2005).

Methodologically, at the core of Value Sensitive Design lies an iterative process that integrates conceptual, empirical, and technical investigations. Conceptual investigations involve philosophically informed analyses of the central constructs and issues under investigation. Questions include: How are values supported or diminished by particular technological designs? Who is affected? How should we engage in trade-offs among competing values in the design, implementation, and use of information systems? Empirical investigations involve both social-scientific research on the understandings, contexts, and experiences of the people affected by the technological designs as well as the development of relevant laws, policies, and regulations. Technical investigations involve analyzing current technical mechanisms and designs to assess how well they support particular values, and, conversely, identifying values, and then identifying and/or developing technical mechanisms and designs that can support those values.

How then to practice Value Sensitive Design? Some suggestions follow (see also Friedman, Kahn, & Borning, 2006):

  • •Start With a Value, Technology, or Context of Use. Any of these three core aspects – a value, technology, or context of use – easily motivates Value Sensitive Design. Begin with the aspect that is most central to your work and interests.
  • Identify Direct and Indirect Stakeholders. Systematically identify direct and indirect stakeholders. Direct stakeholders are those individuals who interact directly with the technology or with the technology’s output; indirect stakeholders are those individuals who are also impacted by the system, though they never interact directly with it.
  • Identify Harms and Benefits for Each Stakeholder Group. Systematically identify how each category of direct and indirect stakeholder would be positively or negatively affected by the technology under consideration.
  • Map Harms and Benefits onto Corresponding Values. At times the mapping between harms and benefits and corresponding values will be one of identity; at other times the mapping will be multifaceted (that is, a single harm might implicate multiple values, such as both security and autonomy).
  • Conduct a Conceptual Investigation of Key Values. Develop careful working definitions for each of the key values. Drawing on the philosophical literature can be helpful here.
  • Identify Potential Value Conflicts. For the purposes of design, value conflicts should usually not be conceived of as “either/or” situations, but as constraints on the design space. Typical value conflicts include accountability vs. privacy, trust vs. security, environmental sustainability vs. economic development, privacy vs. security, and hierarchical control vs. democratization.
  • Technical Investigation Heuristic – Value Conflicts. Technical mechanisms will often adjudicate multiple if not conflicting values, often in the form of design trade-offs. It may be helpful to make explicit how a design trade-off maps onto a value conflict and differentially affects different groups of stakeholders.
  • Technical Investigation Heuristic – Unanticipated Consequences and Value Conflicts. In order to be positioned to respond agiley to unanticipated consequences and value conflicts, when possible, design flexibility into the underlying technical architecture so support post-deployment modifications.

Note: Much of the material in this pattern was adapted from Friedman and Kahn (2003) and Friedman, Kahn, and Borning (2006).

Solution: 

Human values and ethical considerations are fundamentally part of design practice. Value Sensitive Design offers one viable principled approach to systematically considering human values throughout the design and deployment of information and other technologies. Through its theory and methods, Value Sensitive Design asks that we extend the traditional criteria (e.g., reliability, correctness) by which we judge the quality of systems to include those of human values.

Verbiage for pattern card: 

Human values should be actively considered in the design and development of information and communication systems. Increasingly, it is through these systems that people engage in dialog, educate their children, gain access to resources and systems of justice, conduct business, and participate in government. Value Sensitive Design provides theory and methods to account for human values in a principled and systematic manner throughout the design process.

Pattern status: 
Released

Voices of the Unheard

Pattern ID: 
479
Pattern number within this pattern set: 
83
John Thomas
IBM Research Hawthorne
Version: 
2
Problem: 

Despite the significant effort and thought that goes into decision making and design, bad decisions and designs are frequently conceived and implemented primarily because a critical and relevant perspective was not brought to bear. This is especially true if the missing perspective represents that of someone who holds a stake in the outcome.

Context: 

Complex problems such as the construction of new social institutions or the design of multifaceted interactive systems require that a multitude of viewpoints be brought to bear. Unfortunately, this is all too often not the case. One group builds a "solution" for another group without fully understanding the culture, user needs, extreme cases, and so on. The result is often a technical or social system that creates as many problems as it solves. This process is often exacerbated when those building the "solution" interact more intensely with each other than with those affected by the solution.

Discussion: 

The forces at work in the situations requiring this pattern include:

* Gaps in requirements are most cheaply repaired early in development; for this reason, as well as the need to gain acceptance by all parties, all stakeholders must have a say throughout any development or change process. This is an ethical issue as well.
* It is logistically difficult to ensure that all stakeholder groups are represented at every meeting.
* A new social institution or design will be both better in quality and more easily accepted if all relevant parties have input.

The idea for this pattern comes from a Native American story transcribed by Paula Underwood entitled, "Who Speaks for Wolf?"

In brief, the story goes as follows. The tribe had as one of its members a man who took it upon himself to learn all that he could about wolves. He became such an expert that his fellow tribes members called him "Wolf." While Wolf and several other braves were out on a long hunting expedition, it became clear to the tribe that they would have to move to a new location. After various reconnaissance missions, a new site was selected and the tribe moved.

Shortly thereafter, it became clear that a mistake had been made. The new location was in the middle of a wolves’ breeding ground. The wolves were threatening the children and stealing the drying meat. Now, the tribe was faced with a hard decision. Should they move again? Should they post guards around the clock? Or should they destroy the wolves? Did they even want to be the sort of people who would kill off another species for their own convenience?

At last it was decided they would move to a new location. But as was their custom, they also asked themselves, "What did we learn from this? How can we prevent making such mistakes in the future?" Someone said, "Well, if Wolf would have prevented this mistake had he been at our first council meeting." "True enough," they all agreed. "Therefore, from now on, whenever we meet to make a decision, we shall ask ourselves, "Who speaks for Wolf?" to remind us that someone must be capable and delegated to bring to bear the knowledge of any missing stakeholders."

Much of the failure of "process re-engineering" can be attributed to the fact that "models" of the "as is" process were developed based on some executive's notion of how things were done rather than a study of how they were actually performed or asking the people who actually did the work how the work was done. A "should be" process was designed to be a more efficient version of the "as is" process and then implementation was pushed down on workers. However, since the original "as is" model was not based on reality, the "more efficient" solution often left out vital elements.

Technological and sociological "imperialism" provide many additional examples in which the input of all stakeholders was not taken into account. Of course, much of the history of the U.S. government's treatment of Native Americans reflects a refusal to truly include all the stakeholders.

A challenge in applying the "Who Speaks for Wolf" pattern is to judge honestly and correctly whether, indeed, someone does have the knowledge and delegation to "speak for Wolf." If such a person is not present, we may do well to put off the design or decision until such a person, or better, "Wolf" himself can be present.

As a variant of this, a prototype creativity tool has been created. The idea is to have a "board of directors" consisting of famous people. When you have a problem to solve, you are supposed to be reminded of, and think about, how various people would approach this problem. Ask yourself, "What would Einstein have said?" "How would Gandhi have approached this problem?"

Solution: 

Provide ways to remind people of stakeholders who are not present. These methods could be procedural (certain Native Americans always ask, "Who speaks for Wolf"), visual (e.g.,diagrams, lists) or auditory (e.g., songs).

Verbiage for pattern card: 

Despite the significant effort that goes into decision making and design, bad decisions and designs are often made because a critical and relevant perspective was not heard. This is especially true if the perspective is that of a stakeholder. Remind people of voices that aren't present through procedures, diagrams, or, even, songs.

Pattern status: 
Released

Users' IT Quality Network

Pattern ID: 
591
Pattern number within this pattern set: 
80
Aake Walldius
CID/NADA/KTH
Yngve Sundblad
CID/NADA/KTH
Version: 
2
Problem: 

Competitive software suppliers need demanding customers who can articulate sophisticated user requirements for the software they use in their daily work. However, it takes people from different professions to articulate requirements that serve both the employees, the (co)owners, and the customers of tomorrow. If the contact between the end-users and the people who purchase their software is too loose, then the purchasing personnel only get their information from the dominant software suppliers of today.

Context: 

The competition between suppliers of communication services is different from that between suppliers of physical goods, since what the former deliver is not just a platform for communication, but the access to service providers and to other users who have already invested in that platform. Other economic forces tend to further decrease competition in the software market. This makes it even more important to support the articulation of end-user quality demands.

Discussion: 

Examples
TCO Development, www.tcodevelopment.com
Krav Organic Labeling, www.krav.se
Users' Award, www.usersaward.com

An example of an emerging Users' IT quality network is the UsersAward network which was initiated in 1997 by a group of trade union activists and researchers who wanted to address the problem of expensive and centralistic workplace IT systems. Many such planning and control systems had become a bureaucratic hindrance for both employees and employers in Swedish firms. In 2002, the project, which by then engaged a consortium of researchers from four universities, had developed a quality certification method and demonstrated its viability by certifying two software packages in Sweden.

The Users' Award network is open for employees who want to take part in efforts to raise the quality of software for use in the workplace. The network arranges User Conferences where Exemplary software is showcased and discussed. It initiates periodic User surveys to gain hard facts about user preferences and user satisfaction with the major software services in the marketplace. A yearly Users' IT Prize contest has been held since the year 2000. Since 2002 the User Certified 2002 certificat has been issued to software suppliers who have passed the certification process developed by the research consortium which is an important part of the network. See image below.

Forces
The former software design manager at Apple, HP, and UNext sums up his design philosophy in the epigraph of his book Things that make us Smart [2]: "People Propose, Science Studies, Technology Conforms." This is a sharp criticism of what Norman claims to be the dominant division of roles today, that industry proposes, science studies, and consumers conform. The critique is elaborated in the book The Invisible Computer where Norman argues that 1) the typical computer user the last ten years has been a person with substantial technical expertise, 2) that, due to the fast dissemination of IT services, the typical user in the coming years will be a person without technical expertise, 3) that this will force a fundamental reorientation upon the hardware and software industries, bringing policies of user orientation to the fore.

Donald Normans analysis has been one of the inspirations for the UsersAward initiative. In the quote above, Norman identifies three social institutions as key actors in the overall process of innovation. We want to point out a fourth crucial actor, "the media", or three divisions of it to be more exact. Thus, the following social forces interact in complex ways to support the articulation of problems and solutions, an ongoing articulation process that could be further institutionalised in User-driven software labelling, (as it already has been for computer hardware):

- User groups complain about recurrent software problems and point out alternatives,
- popular media inform the general public about complaints and alternative solutions,
- research groups study the complaints and invent solutions,
- trade press scrutinise the research results,
- national media comment the research results,
- user oriented software suppliers implement proposed solutions,
- regulators and standards organisations confirm principles behind the solutions.

Dependencies
From APL (1):
Network of learning, University as marketplace.

From this proposed language:
IT quality survey (101), Users IT quality centre (102),
IT research consortium (103), Users' IT prize contest (382),
IT quality conference (383),
Users' IT quality certification (384)

Solution: 

Support initiatives in workshops, offices, schools and universities to articulate user requirements for the software you work with. Take part by formulating concrete demands that enhance the quality of the software you use in your group. Make it fit the decentralized teamwork organisations of tomorrow. If a Users' IT quality centre already exist in your region, support it by participating in its many activities. If it does not exist, take part in forming one.

Verbiage for pattern card: 

Competitive software suppliers need demanding customers who can articulate sophisticated user requirements for the software they use in their daily work. Economic forces make it very important to support the articulation of end-user quality demands through initiatives in workshops, offices, schools and universities. If a Users' Information Technology Quality Network already exists in your region, support it by participating. If it does not exist, take part in forming one.

Pattern status: 
Released

Mobile ICT Learning Facilities

Pattern ID: 
485
Pattern number within this pattern set: 
77
Grant Hearn
University of the Western Cape
Version: 
2
Problem: 

In many countries, the lack of access to technology and Information and Communication Technology in particular, is an acute problem of both resources and location. Solutions must focus on making scarce resources cover as much ground as possible.

Context: 

Placing fixed computer facilities in communities with government or donor funding limits the benefits to the particular communities in question.

Discussion: 

One solution that has long been available in the sphere of basic literacy is the mobile library, whereby suitable motor vehicles carry libraries on wheels to those unable to otherwise access them. This makes good use of financial resources and allows a scarce and important asset to be brought to where it is most needed and reused continually.

The provision of similar traveling computer laboratories, the drivers of which are trained computer literacy educators, could play a similar role in bringing the ICT “mountain” to the disempowered. Self-contained units with their own power generation ability will grant ICT access to many people in remote locations or simply living in communities which are too poor to support such access in other ways. Encouraging community participation in the program will help to ensure that those in the community who could most benefit by the program will be helped first. The goals of such a program would be to:

  • Bring scarce and economically empowering assets to communities desperately in need of them or otherwise simply lacking in access to these assets by virtue of their remote location
  • Contribute to reducing the geographic and economic isolation of many communities
  • Begin to bring the wider world to communities who wish to gain knowledge of it and interact with it.
  • Contribute to the knowledge and skills of those joining the exodus from rural to urban areas in an attempt to provide survival strategies that move away from begging, menial labor and crime

In South Africa a similar initiative which focuses on bringing science and technology to disadvantaged communities is already in place. A bus called the Discovery Mobile travels to communities and gives young people the opportunity to interact with a wide range of exhibits inside the bus.

Solution: 

By working together with government, donors and communities, mobile computer laboratory facilities can be established to begin to answer the needs of many communities for exposure to and training in the use of information and communication technologies.

Verbiage for pattern card: 

In many countries, the lack of access to Information and Communication Technology is an acute problem. Just as the mobile library brings books to those who lack access, traveling computer laboratories with computer literacy educators as drivers can play similar roles. In South Africa, the Discovery Mobile bus travels to communities and gives people the opportunity to interact with science and technology exhibits.

Pattern status: 
Released

Accessibility of Online Information

Pattern ID: 
502
Pattern number within this pattern set: 
75
Robert Luke
University of Toronto
Version: 
2
Problem: 

There are many digital divides -- those based on economics, gender, race, class, and ability. We can understand these divides by dividing them into two main categories -- accessibility to, and accessibility of information and communication technologies (ICTs). Accessibility to ICTs means having access to the technologies that connect one to the network society. Accessibility of ICTs means that these technologies of access are accessible to those with disabilities. But what does it mean to provide accessible ICTs and online environments?

Context: 

"For people without disabilities, technology makes things convenient, whereas for people with disabilities, it makes things possible . . . [this] fact brings with it an enormous responsibility because the reverse is also true. Inaccessible technology can make things absolutely impossible for disabled people, a prospect we must avoid."

Judith Heumann, Assistant Secretary of the Office of Special Education and Rehabilitative Services, U.S. Department of Education. Keynote address to Microsoft employees and experts on disabilities and technology, Redmond, Washington, February 19, 1998

Discussion: 

Just as buildings are built with accessibility factored into their architecture from the ground up, so too must WWW and Internet architecture factor in accessibility initiatives from the outset to ensure equitable access to online resources. Accessibility standards such as the World Wide Web Consortium’s Web Accessibility Initiative (W3C WAI) Guidelines offer developers guidelines for designing inclusive information infrastructures.

The WAI guidelines provide a blueprint for ensuring that ICTs used to access them are accessible to all. They are meant to prevent digital divides from growing disproportionately to the continued use of new technologies. By taking into account accessibility considerations, people with physical and/or learning disabilities are encouraged to become producers of information, and not just passive consumers. This is an important point, and a distinction worth making. It is one thing to ensure that ICTs and online media are rendered accessible for those using assistive devices (screen readers, special keyboards, mouse devices). It is another thing entirely to ensure that people with disabilities can actively participate in creating content for the online world. A key factor of accessibility is ensuring that those with disabilities can access both the information produced for and in the electronic world, and equally as important, can also access and use the tools needed to produce this content.

Here we can return to our accessibility to and ofdistinction. Accessibility of means making electronic information accessible according to the W3C’s WAI guidelines. Accessibility to ICTs means making the tools required to produce electronic content accessible also. These two taken together means ensuring that all people, regardless of ability, can participate equally in the production of the network society, in the information produced and broadcast via communication technologies. Creating knowledge from this information is what defines the network society. To our accessibility bifurcation we must add the ability to assess, to decode, and to use information, central components of what we can call digital literacy. Ensuring this knowledge benefits from all voices ensures that this network society is inclusive, representational, and reflective of the society at large.

Have You Unplugged Your Mouse Today?

What exactly does it mean to make Web content accessible? A review of accessibility issues by various disability groups will enable us to understand the barriers faced by a significant proportion of the population. It is useful to remember that the percentage of people with either a physical or learning disability that may impair access is around 20+% (54 million people in the US alone) (Waddell, 1999), and grows significantly according to age group.

How Many People Have Disabilities (US)?

Age Group Proportion of People with Disabilities
0 -- 21 10%
22 -- 44 14.9%
45 -- 54 24.5%
55 -- 64 36.3%
65 -- 79 47.3%
80+ 71.5%

Visual and hearing impairments are among the disabilities associated with ageing. U.S. Census Bureau (Qtd. in “Accessibility in Web Design” )

Disabilities that may impair access include visual, hearing, mobility, and cognitive impairments. To give you an idea of what barriers these users face, here is a list of some difficulties by disability group:

Vision --include blind and low vision people who use screen readers to access electronic information. Items that may be inaccessible or cause difficulty for vision impaired people include:
· Some Java elements
· Browse buttons
· Poorly labeled form elements
· Inconsistencies in layout
· Inconsistencies in language
· Surprise popup windows
· Multiple frames and nested tables
· Other problems included the illogical display of steps required for task completion, and confusing and ambiguous use of terminology

Hearing -- hearing impaired people need closed captioning for audio so this information will not be lost to the hearing impaired.

Mobility -- people with mobility impairments may use screen readers, laser and infrared head mouse devices, special keyboards and other products to access online and electronic information. They face problems similar to those encountered by the visually impaired.

Cognitive and Language/ Learning Disabilities -- people with these kinds of special needs use a variety of access devices to help improve access and cognition. Difficulty with language usage, the manner in which text and links are encoded, and the use of colors, fonts, sounds, graphics, all may have an adverse impact on LD people. Other issues include:
· Inconsistencies in layout and language
· Absence of alternative formats (no redundant display of information)
· Difficulty with multi-step activities
· Confusing terminology (e.g. "click here")
· Complexities in page/site payout and lack of clear and consistent instructions or other navigational aids.

Other factors affecting all disabled users include:
· Lack of experience with Internet/WWW technologies
· Lack of experience with assistive and adaptive technologies
· Operating system, software conflicts and difficulties
· Sites and technologies that do not support alternative access devices and strategies

Solution: 

Solution:

Following the W3C WAI guidelines is one way to ensure that all online information is accessible to persons with disabilities or to those who rely on adaptive and assistive technologies. Voluntary compliance on the part of all online providers will help the evolving standards of the WWW keep pace with the population. However, it is imperative to seek ways to encourage the accessible design of web materials from their first iteration. Inclusive design practices must take an active role in directing the development of accessible technology.

Equally as important is the need to educate all users and developers of ICTs on accessibility. This includes focusing on the ways in which the network society -- the culture in which ICTs are embedded -- can best respond to the needs of all people. This means looking at the social contexts in which technology sits, and examining the broader issues of access and living in a culture increasingly dominated by various mediating technologies. It means focusing less on individual accommodations and more on providing inclusive network infrastructures from the ground up. We need to develop a cultural or environmental approach to providing accessible ICTs and online environments. By building in “electronic curbcuts” from the ground up, online media and ICTs offer an inclusive opportunity for all people to participate in digital information exchange. Accessibility affects us all: Some of us directly; all of us indirectly.

Verbiage for pattern card: 

Digital "divides" are based on economics, gender, race, class, ability, or other factors. We can view these divides in two ways — accessibility to, and accessibility of, information and communication technologies. Accessibility means being able to connect to the network society. It also means that these technologies are accessible to those with disabilities. We must find ways to design for accessibility at the onset. Accessibility affects us all: Some of us directly; all of us indirectly.

Pattern status: 
Released
Information about introductory graphic: 
Wikimedia Commons

Positive Health Information

Pattern ID: 
746
Pattern number within this pattern set: 
74
Jenny Epstein
Version: 
2
Problem: 

Health information in the developed world exists in vast quantities, not only for the general public but also for health professionals. Much of this information depicts good health in terms of vigilance against the failings of our own bodies. This serves to create dependency on a high tech, commodity health system.

Context: 

The style of language and the content of information are very important in how information makes people perceive the world. Authors in many fields have noted patterns of communication that create distrust and enforce dependency by emphasizing danger from external, uncontrollable forces. If people have a sense of helplessness in the face of this threat, they do not act upon their own feelings and perceptions.

Discussion: 

Negative language has the effect of emphasizing threats, magnifying fears, and creating dependency. Reminding people of their mortality tends to make them hold more closely to traditional culture (Pyszczynski, Solomon, & Greenberg, 2003); this has implications for mental health, and can also be used to influence mass opinion and behavior. A recent example is the US administration’s use of language to create fear and mistrust among the public by creating the specter of a constant external threat (Brooks, 2003).

Much health information, especially advertising from hospital corporations and pharmaceutical companies, uses this technique. A paternalistic (doctor knows best) and commodity-driven medical system produces an endless stream of information that encourages the perception that natural processes, such as growing older or pregnancy, are fraught with danger. This inhibits the spread of health information that is not based on the treatments that this system has to offer.

Language may not only be negative; it can also be empty (Brooks, 2003); complex issues are broken down into broad statements with little meaning. In health care information, this pattern of communication places the cause of ill health on the individual. The complexity of individuals’ relationships to the world they live in and the effects on individual health of pollution, poverty, and unhealthy social norms and values are ignored. People come to construe healthy behavior in terms of dependency on a medical industry that constantly invents not only new cures, but new diseases for the cures it already possesses (Blech, 2006).

Empty language is like empty calories. It tastes good and you can eat a lot of it, but you don’t obtain much benefit. A great deal of health information tempts us to feel that we are well-informed. We are bombarded by advertising and public health campaigns that do little more than create mistrust of the inherent healthy processes we possess. To reduce complex health issues to taking a pill ignores people’s emotional needs and the complex connection between body and mind; instead it emphasizes the negative aspects of their health.

The use of estrogen replacement in post-menopausal women illustrates this. Estrogen replacement was pushed on women as a way if combating the “problems” of growing old such as osteoporosis, heart disease, memory loss and drying skin. The unspoken message was that there was something wrong with growing old that taking medication could correct it. Preventative approaches, that emphasized a lifetime of healthy behaviors and the inherent correctness of aging, were ignored.

In pattern 47, Health Center, Alexander et al. (1977) describe a medical system that emphasizes sickness over health. By contrast, they show the Pioneer Health Center in Peckham, an experiment from the 1930s, as an example of medical care that focuses on health instead of sickness. In the same manner, health information must distinguish between healing and medicine. We need to hear messages of what is right with us and what needs to be done to stay in touch with the inherent health of our bodies.

Many alternative health practices, such as yoga, polarity treatment, or acupuncture focus on the inherent healthiness of the body. In these practices, the underlying concept is on healing, the natural process by which the body repairs itself. The rise of alternatives to conventional medicine reflects, in part, the lack of substance people feel from the information they receive after a visit to a doctor. Health-related discussion forums, that include both lay and professional perspectives but avoid the disease-mongering (Marshall & Aldhous, 2006) influence of industry funding, offer a way to make sense of information from various health related sources without falling victim to negative language and information; people put information into the context of everyday life and validate positive perceptions of themselves. This type of information has substance to it, not only because it is active rather than passive; it has the positive effect of engaging people in independent, creative thinking.

Solution: 

Health information should emphasize the idea that people are inherently healthy. It must inspire trust in the body’s ability to heal itself, once a healthy path has been taken. Where information of this kind is insufficient, either create it or supplant it with participant-controlled interactive forums.

Verbiage for pattern card: 

Health information in the developed world often depicts health in terms of vigilance against external, uncontrollable forces. This fosters distrust and dependency on a high-tech, commodity health system. Positive Health Information is built on the fact that people are inherently healthy. It inspires trust in the body's ability to heal itself, once a healthy path has been taken.

Pattern status: 
Released

Powerful Remittances

Pattern ID: 
785
Pattern number within this pattern set: 
73
Scott Robinson
Universidad Metropolitana
Version: 
2
Problem: 

The amount of remittances that people working in the developed world send home to their families is huge, estimated to approach US$232 billion in 2006. This figure surpasses by far the total of direct foreign investment and overseas development aid. Many countries, in fact, around the world, now rely on remittances as a major source of foreign exchange. World Bank technical reports fret about how best to leverage remittance income. While remittance transfers has become a growth industry (e.g. “banking the unbanked”), public policy has to date been reluctant to regulate this phenomenal resource flow apart from the usual concerns about money laundering. Remittance transfers grow annually, but this growth curve is not indefinite. Low-paid "guest workers" (many working "illegally", i.e. sans documents) in richer countries send a portion of their paychecks to their families back home. Their cheap labor allows many industries to remain competitive. In the recipient countries, this foreign exchange often represents a large percentage of GDP. While the amount of money is large, the percentage of funds siphoned off as commissions at various points during the transfer process is also significant, but steadily dropping. Five years ago the average transfer cost was often close to 15%, whereas today it is around 5.5%. Nevertheless, there is considerable room for further transfer cost reductions via innovative information technologies and regulatory reform. Remittance transfers from the migrant refugees from recent structural adjustment policies and "market failures" represent the flip side of global capital flows.

Context: 

The poor countries generally have few job opportunities and their "best and brightest" leave the country in what amounts to a new form of resource extraction (if not a new form of inverse "colonialism"). This process seems to be self-perpetuating, as the respective national Diaspora circuits become consolidated and young men and increasingly women as well migrate Northbound, to the United States or Europe, or Westbound to the Gulf States, upon reaching adulthood. Migration patterns may vary significantly within countries. Village cultures, family and ritual life has adapted to these new circumstances, often less than a generation old. Transnational communities are now the norm in many regions of Mesoamerica, Mexico to Nicaragua, the Caribbean microstates, regional pockets in northern South America and sub-Saharan Africa, amongst South Africa

Discussion: 

National elites quietly applaud these incoming resources; unfortunately, some would like to tax them as income as some US state legislatures also propose. This money is an aggregate of private, family funds that paradoxically provoke a positive multiplier effect for local merchants and economies, while reducing somewhat demands for social services from public funds and improving the balance of payments in national accounts. Remittance flows in hard currency reinforce central banks’ stock of foreign exchange, in effect reducing interest rates for the minority with access to credit. Banks and money transfer operators (MTOs to the financial community) now accept foreign government identification cards (e.g. Mexico’s Matrícula Consular ) thereby bypassing strict migration controls in some countries. Global remittance flows may be a contemporary form of social Darwinism whereby "remittances seem to be taking care of local needs." While in the job and remittance-generating host countries, workers from poor countries are often exploited, denied basic rights and services while paying local taxes, and increasingly, demonized by racist “seal the borders” ultranationalists.

Mexico has taken the lead in leveraging migrants’ remittances via a 3 for 1 program now operating in 16 states of its federal system. Begun in Zacatecas in 1992, for each dollar a migrant organization earmarks for investment in public improvements in specific locations back home, the municipal, state and federal governments contribute another dollar. Gradually, many municipios are paving their plazas, building sidewalks, refurbishing the churches, adding bathrooms to primary schools, etc. This program can be exported and other countries are discussing its implementation.

The emergence of these remittance economies is a function of emigration patterns that attest to the failures and limitations of the capitalist development model. Near monopoly MTOs (e.g. Western Union and Money Gram) dominated the early phase, but the profits to be made attracted many new players, including regional companies and most recently, commercial banks and credit unions. Workers deliver cash to a MTO receiving window, often in franchises located in small businesses and storefronts in migrant urban neighborhoods or small towns next to labor intensive industries (furniture, poultry and meat packing, fruit and vegetable farms). The licensed MTO moves the funds via their electronic network, situating the remittance at the assigned location on the receiving end in the migrant’s home country. Often the remitter is unaware of the foreign exchange rate used (US dollars or Euros to his/her local currency), and MTOs have been sued for offering exchange rates well below the market value on the day of the transaction. In addition to service commissions, exchange rate “spreads” are a major component of MTOs’ bottom line.

In the United States, undocumented workers often use a fake Social Security identification card and number. Employers accept them at face value and send obligatory salary deductions to the Social Security Administration that deposits these funds in a special Earnings Suspense Fund (ESF). This account now receives over USD$7 billion a year, a significant sum that will never be reclaimed by workers in the future. The ESF is a de facto migrant subsidy to the US social security capital budget. It remains an open question if this amount equals or is less than the value of social services non-tax paying migrants receive at the state and local levels.

This pattern of massive remittance transfers can be more transparent and cost efficient while leveraging resources for migrant families and organizations committed to growth back home. Information technology can substantially reduce remittance transfer costs and improve transparency if both financial and telecommunications regulatory reforms were in place. Experts in the field admit that commissions and exchange rate spreads totaling 2.5% of the amount sent home allows for a healthy profit for MTOs. Commercial and financial elites, both in the North and the South, at present profiting from the poor, are probably not going to willfully innovate in this fashion. Accelerating the citizenship process and then, mobilizing former migrant voter turnout may lead to immigration policy reforms in the North. Simultaneously, migrant organizations need to continue to fight for their rights, services’ access, job safety, and civic respect in the framework of each respective national "guest worker" policy. Also, there is immense potential in using the power that can be derived from the aggregated sums of small proportions of remittances to bring pressure to bear on political elites in the home countries. This is beginning to happen in Mesoamerica where returning migrants manage collective remittances, run for public office, win, often reconfigure local priorities and lobby for reforms at other levels. The power of leveraging this amount of money via political lobbying and policy reform will have impacts both in the North and South.

Solution: 

Non-profit foundations working with migrant organizations could set up alternative networks of cost plus transfer mechanisms and otherwise protect remittance transactions while lowering costs still more. Stored value cards will play a strategic role in this process. Voice over Internet Protocol free or low cost phone calls will contribute to lower communications costs, a significant aspect of each migration circuit. International financial institutions could offer matching funds for specific investments back home. There is room for innovation and experimentation for migrant organizations and their supporting transnational communities. Emerging remittance economies may reconfigure local politics over time.

Verbiage for pattern card: 

People leave poor countries in search of jobs. Village cultures and families have adapted to this and to the significant sums of money sent home. Information technology innovation can reduce remittance transfer costs and improve transparency. Financial institutions could offer matching funds for investments while non-profit foundations working with migrant groups could set up alternative transfer networks.

Pattern status: 
Released
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