social movement

Transparency

Pattern ID: 
527
Pattern number within this pattern set: 
64
John B. Adams
Public Sphere Project
Douglas Schuler
Version: 
2
Problem: 

The lack of authentic and principled accountability of corporations, government, political processes, and the media provides irresistable opportunities for corruption. Unfortunately this most often deprives whole societies and the world's poorest people of their right to an equitable sense of well-being and opportunity.

Context: 

Corruption, although illegitimate, is a common mechanism of social domination. In one basic form it exacts a price from people with little power in exchange for a "favor" from someone with more power. In another form, two or more people or organizations with power swap "favors" for mutual advantage. The "favor" can be large or small and it can be granted or denied at the pleasure of the power-holder, whose criteria, rationale, and legitimacy for the decision is hidden and, therefore, unavailable for review or criticism. Although the degree of corruption varies from place to place, everybody at one time or another can be a victim, however indirectly. Journalists, business people, government officials, activists, educators as well as "ordinary" people - citizens - are affected by corruption and can play a role in its prevention.

Discussion: 

At its most basic level, "Transparency" is "the quality of being able to be seen through." When used in a social context it means "easily detected, understood: obvious, evident." To exhibit transparency means that the reality of how things actually work is not occluded by false or misleading layers of artifice. Transparency thus helps shed light on corrupt practices that thrive on secrecy.

At a time when concern is mounting over the seemingly overwhelming range of problems facing our world, the principle and initiatives of transparency advocates are gaining momentum and significant interest within a broadening global discourse. While rights to privacy and protection are critical benchmarks in evaluating the relative health of a democracy, deterrents and penalties to corruption are essential if efforts designed to invigorate social justice are to become more successful.

It turns out that the relatively simple approach of making transactions — both monetarily and information-based — of the powerful visible has the desired effect of discouraging corruption and encouraging good works. Learning about corruption is a first step towards rooting it out — but it's only the initial step. Rooting out corruption is often a long, frustrating, thankless and sometimes dangerous enterprise. A corrupt court system, for example, is likely to free guilty people in certain instances, and non-corrupt judges may pay with their lives when they act to convict guilty people.

Niccolo Machiavelli introduced the familiar social equation, "Power corrupts, absolute power corrupts absolutely" that asserts that corruption is an inevitable consequence of power, and that the greater the power - the greater the resultant corruption. Machiavelli's perspective reminds us why citizens are naturally suspicious, for example, of secret meetings between government officials and corporate executives. For example, when Bush administration officials met behind closed doors with executives from the world's biggest energy corporations to discuss U.S. energy policy.

In truth, Machiavelli's wisdom provides governments with ample incentive for making such meetings more open or "transparent." Corruption is not intrinsically the province of one political party or another. It does thrive, however, in situations where secrecy and fear are prevalent. The Enron and WorldCom scandals certainly provided lessons that were largely responsible for the whistleblower protection provisions of the "Sarbanes-Oxley Act" in the U.S.

On the international front, groups that adopt transparency as a prerequisite to their work while providing expert advice, include IISD (International Institute for Sustainable Development), whose model "Multilateral Agreement on Investment for Sustainable Development" brought the convention of sustainability to influence within OECD (Organization for Economic Co-Operation and Development) — by helping design both legal and policy instruments on foreign investment.

While numerous projects and symposia have focused on transparency, two relatively recent events are especially relevant to this pattern's "big picture" at a most sensitive time in human history. They are the United Nations Convention against Corruption (UNCAC) and the ongoing, USC (Union of Concerned Scientists) Transparency Project (2000-2001) that has been working for over a decade to foster the "intellectual and institutional capacity to increase transparency through participation in international arms control negotiations".

The Transparency pattern is very general and can be applied in various cultures and in various situations that include the following:

  • Disaster aid and reconstruction, such as that related to the Southeast Asian tsunami
  • Decisions about what articles to run in newspapers or on television news shows
  • Source of funding for columnists
  • Decisions about corporate executive salaries and severance packages
  • Inspectors of new construction, fish harvests, food quality, tax returns
  • Building permits and other land-use decisions
  • "Revolving door" between executives in weapons corporations and government officials who buy from them
  • Lobbying government officials (versus bribes for legislative support)
  • Welfare systems
  • Judicial systems
  • Money laundering, or support or opposition to banking transparency legislation
  • Attendance at government meetings by corporate executives to decide policies where they are the direct beneficiaries

One of the greatest strengths of transparency as a social pattern can be found in its inclusiveness. Highlighting this point are grassroots activists who are elevating public awareness and forming alliances with many types of people and groups. As a result the 'practice of transparency' is becoming a model of increasingly influence.

For instance, in 1999 the Poder Ciudadano (Citizen Power) an NGO group based in Argentina "negotiated an integrity pact with the city government of Buenos Aires", to monitor a 1.2 billion dollar subway construction project to "root out corruption". Across political, economic, industrial, scientific, legal, and civic sectors numerous reform initiatives are being coordinated providing benchmarks for accountability and success that are being applauded. These evolving strategies have resulted in a holistic "integrity approach" towards waging a unified struggle against corruption. The resulting 'victories' provide a great ray of hope for countries and peoples ravaged by decades — or centuries — of tyranny. Hence, 'transparency' is now poised to have a greater and greater influence on enforcing Civil Society values over time.

Transparency International was launched by people who shared a "common experience of having witnessed first hand the devastating effects of cross-border corruption" and is now providing leadership in the battle against corruption worldwide. Over the years Transparency International has developed a wide range of useful tools and information resources. These include:

  • TI Corruption Perceptions Index (CPI), the best known of TI's tools. It has been credited with putting the issue of corruption on the international policy agenda. The CPI ranks more than 150 countries in terms of perceived levels of corruption, as determined by expert assessments and opinion surveys.
  • Global Corruption Barometer: A survey that assesses general public attitudes toward and experience of corruption in dozens of countries around the world.
  • Global Corruption Report: 2006 focuses on the health sector, where lack of integrity can be a matter of life and death.
  • TI Integrity Pact (IP): A tool aimed at preventing corruption in public contracting; consisting of a process that includes an agreement between a government department (at the federal, national or local level) and all bidders for a public contract. The IP also introduces a monitoring system that provides for independent oversight and accountability.
  • TI Bribe Payers Surveys: Annual tool that evaluates the supply side of corruption - the propensity of firms from industrialized countries to bribe abroad.
  • Business Principles: This comprehensive reference aims to provide a practical tool to which companies can look for a comprehensive reference to good practice to counter bribery. Designed as a starting point for businesses to develop their own anti-bribery systems or as a benchmark.
  • TI Integrity Pact (IP) is a tool aimed at preventing corruption in public contracting.

Transparency is fundamental to the evolution of a just and humane civil society. Focusing on transparency should help thwart corruption at the root(s) and help create new solutions to age-old problems stemming from greed, fear, anger and stupidity.

A concentrated effort to foster visibility is fundamental for the success of this project. Humanity has much to learn from the many tangible gains and policy shifts that are taking effect. As stated at the beginning of this pattern, corruption in its various guises can deprive whole societies of opportunity and a sense of well-being. This reality beckons us to develop constructive innovations that stand at the vortex of change. If we are successful, this work holds the promise of “giving new life” to the testimony and values of peace, justice and solidarity for generations to come.

Solution: 

Using traditional, as well as new forms of on-line media and ICT, we can continue to raise public awareness about specific struggles over transparency while exposing, protesting and defying corruption at all levels. It is important at the same time to continue to broaden the support for transparency initiatives and enforcement. In this way, more accountability can be demanded which can be translated into the development of equitable practices and policies.

Verbiage for pattern card: 

Lack of accountability encourages corruption. Journalists, business people, government officials, activists, educators and "ordinary" people are affected by corruption and can play a role in its prevention. Transparency ensures that important transactions are not hidden or inaccurately portrayed. Using traditional and newer forms of media and communication, we can support transparency initiatives and enforcement while exposing and defying corruption at all levels.

Pattern status: 
Released

Community Currencies

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

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

Context: 

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

Discussion: 

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

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

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

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

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

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

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

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

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

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

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

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

Solution: 

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

Verbiage for pattern card: 

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

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

Community Networks

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

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

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

Context: 

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

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

Discussion: 

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

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

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

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

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

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

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

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

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

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

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

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

Solution: 

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

Verbiage for pattern card: 

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

Pattern status: 
Released

Public Library

Pattern ID: 
464
Pattern number within this pattern set: 
59
Stewart Dutfield
Marist College
Douglas Schuler
Public Sphere Project
Version: 
2
Problem: 

Obstacles to diversity of ideas and freedom of thought are obstacles to human development, whether in wealthy countries, rich in Internet connections, or in rural regions of Peru short of roads and electricity. Not all people have access to information and ideas from which they might benefit, and the proliferation of ideas does not guarantee that people will encounter them. Information does not always want to be free.

Context: 

Public libraries have a history of successful struggle against the obstacles to the access to information and ideas. Among the findings of a recent research report in the US, they remain trusted and valued by the public, even though funding is becoming increasingly difficult. Public libraries are increasingly becoming a community space; while demand for traditional library services remains strong, public libraries are widely perceived as offering solutions to community problems and they have the potential to do more in future (Public Agenda, 2006).

Discussion: 

More than 150 years ago, public libraries started to provide people with information and knowledge that would otherwise have been out of reach. Through a publicly-funded lender, ordinary people such as Samuel Johnson’s “common reader” could discover more and better books. At a library open to all, any ambitious working-class youth could seek self-improvement; Andrew Carnegie, future benefactor of public libraries around the world, educated himself as a young immigrant only through the kindness of the owner of a private library.

Broad public support for the sober and egalitarian institution of the public library allows citizens to encounter difficult, provocative and unpopular ideas. Public libraries embody both the characteristics of their communities and the principles of intellectual freedom. More of one may lead to less of the other. The challenge of liberating libraries is to benefit from the justified pride that communities take in their public libraries while encouraging greater efforts toward intellectual freedom.

Article 19 of the Universal Declaration of Human Rights declares the right of intellectual freedom: “to hold opinions without interference and to seek, receive and impart information and ideas through any media and regardless of frontiers.” This freedom of opinion and expression for all citizens underlies a society’s capacity to recognize and realize new possibilities. Civic participation requires access to information and life-long education. Prosperity in a free society depends upon the creativity which comes from diverse and challenging ideas. Democracy's survival over time calls for adaptability and critical thought in the face of change.

Through professional associations such as the American Libraries Association (ALA) and the International Federation of Library Associations (IFLA), librarians advocate the principles of intellectual freedom. The pressures that they experience tell us about the obstacles to these principles. Among these obstacles are money, location, coercion, private interests, lack of privacy, and pressure toward conformity.

Public libraries provide services regardless of the ability to pay; they serve everyone equally, including those for whom money would otherwise present an obstacle. Though the public library may enjoy broad public approval, funding for this free and open source of information is seldom easily come by.

Public libraries provide services regardless of location. Whether in inner cities or remote rural outposts, they reach people who might otherwise not encounter the information and ideas that libraries offer.

Public libraries provide services regardless of coercion and censorship. They exist to bring people and ideas together, not to separate them. Public libraries operate at arm’s length from their sponsors, whether government, taxpayers, volunteer fundraisers (such as Friends groups) or private donors. Despite this, they often struggle with the restriction of information by governments, by self-censorship among librarians, and by those who seek to impose their standards or tastes on others.

Public libraries provide services independently of private interests. While respecting intellectual property, public libraries give priority to their patrons over commercial concerns, advocates of particular views, and any other interests which may distort the free flow of information and ideas.

Public libraries protect the privacy of their patrons. They encourage people to access information and ideas by maintaining the confidentiality of what they look for, look at, and communicate.

Public libraries resist pressures toward conformity which arise even where the diversity of information and ideas is growing. They take pride in providing ideas and information which are “unorthodox, unpopular, or considered dangerous by the majority” (American Library Association, 2004).

As an “information commons” (Kranich, 2004, p. 281), the public library provides a forum for information and ideas, it offers new ways to access information, and it recognizes freedom of opinion and expression as the basis of democratic society. Though its strategies and services go beyond the printed word and beyond the walls of the library building, the public library also offers those who love “that magical hinged object, the book” (Holroyd, 1999, p. 143) a refuge from the possibly less subversive distractions of technology and contemporary media.

Public libraries develop access to information in many ways. Individual libraries provide computer access and guidance to patrons, including those who have no other means of using the Internet. Regional aggregation of library catalogs and databases offers patrons a collection much richer than any one library could maintain. Libraries are active in making government information more available, and they work to influence legislation to prevent intellectual property rights from adding new obstacles to access.

Public libraries have long worked to develop skills, most often needed by their underserved constituents, in language, literacy, and technology. As more information of increasingly variable quality becomes available, it becomes more and more necessary to evaluate its integrity and independence. With their staff and their patrons, public libraries are beginning to cultivate information literacy: the skills necessary to find, use, and critically evaluate information from many sources.

Side by side with public libraries' broad mission for an informed and active citizenry is a focus on the local community and civic dialog. The typical public library offers a public gathering space, available to all regardless of opinion or creed. It may provide a network connection to the local school so that youngsters can use library computers to perform their homework assignments. It may maintain an archive of local history and records, and care for cultural artifacts (such as paintings, for example) of local significance. This local focus can lead to collaborations with other local stakeholders; for example, in the case of a major local environmental issue such as industrial river pollution, the library may work with a government agency to host community meetings and include copies of the agency’s reports in a collection of documents related to the issue.

Public libraries have a special mission to serve their underserved or “information poor” (Kranich, 2004, p. 287) constituents. Groups such as urban minorities and rural communities have special difficulty in surmounting the obstacles to accessing and using information and ideas. In some parts of the world, such as the rural north of Peru served by the Rural Library Network (Medcalf, 1999), library services develop literacy through books and storytelling. In situations such as this, public libraries transport books on foot or by pack animal—camels in Kenya, donkeys in Zimbabwe.

The public library is an established institution which offers a model for building new institutions and services. It enjoys broad public respect and support, and promotes principles central to democracy and development: (a) intellectual freedom, (b) access to information and to ideas both fashionable and unfashionable, and (c) serving the needs of the underrepresented. If the Navajo call the library a “house of papers,” it can be much more; through new technologies, new partnerships, and new services it offers what Josh Cohen, director of the Mid-Hudson Library System (www.midhudson.org), calls “one of the cornerstones of democracy and one of the building blocks of a strong community.”

Solution: 

To create access to information, civic participation, and life-long education, use what public libraries already offer and work with them to implement new services. Support public libraries by volunteering, forming Friends groups, and establishing collaboration with other community institutions. Where there is no library, use the power of books to build public support. Wherever there is a public library, work with it to further the principles of intellectual freedom for all.

Categories: 
orientation
Categories: 
organization
Categories: 
engagement
Categories: 
social
Categories: 
products
Categories: 
resources
Themes: 
Digital Divide
Themes: 
Research for Action
Themes: 
Education
Themes: 
Policy
Themes: 
Community Action
Themes: 
Case Studies
Verbiage for pattern card: 

Obstacles to diversity of ideas and freedom of thought are obstacles to human development, whether in wealthy countries, rich in Internet connections, or in rural regions, lacking roads and electricity. The Public Library enjoys broad respect and support, promotes democratic principles including intellectual freedom and access to popular and unpopular information ideas, and serves the needs of the under represented.

Pattern status: 
Released
Pattern annotations: 

Peace Education

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

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

Discussion: 

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

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

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

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

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

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

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

Solution: 

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

Verbiage for pattern card: 

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

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

Mutual Help Medical Websites

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

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

Context: 

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

Discussion: 

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

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

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

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

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

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

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

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

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

Solution: 

Seek to build trust in stages:

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

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

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

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

Verbiage for pattern card: 

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

Pattern status: 
Released

Alternative Media in Hostile Environments

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

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

Context: 

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

Discussion: 

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

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

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

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

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

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

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

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

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

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

Solution: 

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

Verbiage for pattern card: 

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

Pattern status: 
Released

Online Deliberation

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

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

Context: 

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

Discussion: 

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

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

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

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

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

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

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

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

Solution: 

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

Verbiage for pattern card: 

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

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

e-Liberate online deliberation tool; Public Sphere Project

Truth and Reconciliation Commissions

Pattern ID: 
749
Pattern number within this pattern set: 
51
Helena Meyer-Knapp
The Evergreen State College
Version: 
2
Problem: 

Trauma and destruction are common results of war, religious conflict, gender oppression, and natural disaster. Unfortunately the way that societies deal with these issues can make a bad situation worse. Traditional systems of blame and punishment and even reparations all too often simply create additional harm.

Context: 

In the 21st Century formal judicial systems centered on a national government and the courts are losing ground to new models of adjudication and problem-solving. Some communities are reverting to long-standing traditions for healing, cleansing and restoring community balance. Others are taking up a more modern idea, the creation of a Truth Commission to take testimony from the victims and perpetrators in a conflict. These bodies range in scope and scale from the famous South African hearings covering thousands of cases spanning thirty years, to the Greensboro NC (USA) hearings about a single local catastrophe. Commission hearing rooms offer a forum for contact across previously insurmountable barriers of hostility, which can inspire a traditional enemies to build a newly shared investment in the future.

Discussion: 

Community organizations dealing with local traumatic events, families with a personal story of injustice, even an entity as large as the United States with its dark history of slavery can consider creating a Truth, Reconciliation and Amnesty Commission. A Commission holding hearings will allow the actual history to be revealed by taking testimony from a wide variety of perspectives, and will also become a forum in which adversaries can approach each other without insisting on punishment or revenge. Perhaps surprisingly, a narrative, anecdotal yet full recounting of painful truth contributes substantially to restoring the harmony and vitality of the community for the future.

South Africa’s the most famous Truth and Reconciliation Commission, but there have been dozens of others.Many have played an important role in repairing community rifts without furthering the suffering for most people. In South Africa, an indigenously inspired and funded project, heard thousands of testimonies and disposed of over 3000 requests for amnesty. Guatemala's TRC was more centralized and UN sponsored. A key outcome of the latter's work came in an apology from the United States for its abusive interventions Guatemalan affairs.

TRCs offer a substitute for traditional disaster adjudication systems, which usually take one of the following three forms: insurance payments/liability law suits, government investigations/hearings, criminal trials and punishments. While each of these has its place, all three are concerned above all with blame for the past. Furthermore, legal and official procedures traditionally depend on arcane jargon and they tend to be expensive, long drawn out and highly centralized. Since they are dominated by experts, traditional dispute forums tend to marginalize the ordinary people who actually experience traumatic events. UN War Crimes Tribunals for Rwanda and Bosnia, which refuse to consider amnesty, have been bedeviled by the failings of court-based systems.

TRC style hearings are quite different. They are relatively informal so they are commensurately cheaper and can take place anywhere in an affected area. If they follow the South African model, hearings are not adversarial, they do not assign guilt or innocence and they are carried out in the local, natural language. In 2004 in Greensboro NC, hearings about 1979 slaughter of four civil rights activists offered an opportunity for people to continue on with a process that had actually been cut off in the courts.

TRC Commissioners need to attend openheartedly to the voices of suffering, to ask probing questions about responsibility and action so as to determine if the truth has indeed been told. Their success depends on the integrity of these commissioners. It also depends on careful recording and distribution of the testimonies. Participation, both for witnesses and those accused of doing harm has traditionally been voluntary, in the sense that no-one faces additional legal sanctions from their society for failing to appear, though community hostility can be hard on those who reject the Commission's request to appear.

The strongest argument against TRC proceedings is precisely the strongest argument in favor of them: that such hearings are not the forum for punishing a perpetrator. Victim opponents of TRCs fear being deprived of justice. Perpetrators worry that the hearings are merely fishing expeditions to search out the guilty who will then be punished. Theorists are concerned that perpetrators who are not prosecuted under such a system will find they can act with impunity In South Africa some victims remained critical to the end, but many discovered that the new knowledge they gleaned at the hearings about what happened and why proved much stronger in easing their hearts than the had expected. And nothing about these hearings need prevent judicial action. Indeed in recent years there have been examples of re-opening judicial proceedings with a similar intent, for example the 2005 recreation and new "trial" of Chief Leshi leading his exoneration in Washington State, a hundred years after his execution.

Establishing a successful commission depends on preparing the groundwork on many issues. The factors identified by the Truth Commission Project (see below) include
• By whom/under whose name the commission is established
• When the commission is established and how far back it reaches
• Prevailing focus on healing or justice
• Public support for a truth commission
• Geographic horizon for Investigation
• Legal Powers of Investigation
• Rejecting anonymous and confidential testimonies
• Visibility of Hearings
• Degree of Formality of Hearings
• Whether or not to offer Amnesty
• Completion, Publication and Distribution/ Accessibilityof report

While most actual TRC hearings have been conducted in former war zones, it is easy to discern other issues which could benefit from this process:

1) The United States government and the American people could people re-examine the costs of the slave trade and the centuries of slave labor and yet minimize the likelihood that the acknowledgement of history becomes the basis furious revenge.
2) Or the people and the different levels of government could investigate the events of the New Orleans 2005 catastrophe without focusing narrowly on blame and thereby prompting an onslaught of liability law suits.
3) Or the residents and former residents of Hanford-Washington, Chernobyl-Ukraine, and Ukraine, and Bikini Island and other nuclear sites could craft public history out of the secrecy which surrounded the nuclear programs of the 20th century. At the same time they would create a forum for dialogue with the builders of the weapons and power plants who have left behind a radioactive legacy that will last for millennia.

This pattern links to Memory and Responsibility, Witnessing, Transparency, Community Inquiry, International Law

Solution: 

Therefore, faced with a festering historical trauma in a specific community, create a Truth, Reconciliation and Amnesty commission, using either informal or official channels. A commission can hear victim testimonies about past suffering as well as explanations from those responsible and it can provide a forum in which adversaries can meet without fear of further harm or punishment.

Verbiage for pattern card: 

Societies recovering from wars and other traumas, can make a bad situation worse by focusing on blame or punishment. New models of adjudication and problem solving are emerging. Some communities are restoring long-standing healing and cleansing traditions. Truth and Reconciliation Commissions can help provide contact across previously insurmountable barriers of hostility and can inspire former enemies to build a shared investment in the future.

Pattern status: 
Released
Information about introductory graphic: 
A world map showing all the truth and reconciliation commissions in Museum of Memory and Human Rights, Santiago, Chile.

Conversational Support Across Boundaries

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

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

Context: 

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

Discussion: 

Forces:

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

Examples:

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

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

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

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

Solution: 

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

Verbiage for pattern card: 

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

Pattern status: 
Released
Information about summary graphic: 

Berlin Wall; Wikimedia Commons

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