engagement

Appropriating Technology

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

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

Context: 

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

Discussion: 

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

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

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

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

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

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

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

Solution: 

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

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

Verbiage for pattern card: 

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

Pattern status: 
Released
Information about introductory graphic: 
Ron Eglash

Engaged Tourism

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

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

Context: 

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

Discussion: 

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

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

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

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

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

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

Solution: 

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

Verbiage for pattern card: 

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

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

Self-Designed Development

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

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

Context: 

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

Discussion: 

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

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

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

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

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

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

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

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

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

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

Solution: 

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

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

Verbiage for pattern card: 

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

Pattern status: 
Released
Information about introductory graphic: 
Wikimedia Commons

Self-Help Groups

Pattern ID: 
762
Pattern number within this pattern set: 
105
Justin Smith
The Public Sphere Project & St. Mary's University
Version: 
2
Problem: 

Individual capacity among poor peoples in the developing world, particularly women to establish credit and develop self-sufficient businesses is problematic. Lack of assets, and stable employment lends a view that these peoples are not credit worthy, thus they are barred from a variety of economic opportunities.

Context: 

Organizing groups to support collective and individual credit acquisition, as well as formal and informal skills training can assist peoples in accessing the capital necessary to initiate small businesses and ultimately help build livelihoods for families and communities.

Discussion: 

A very basic description of the Self-Help Group (SHG) has been summarized by the Rural Finance Learning Center. According to their definition: " Self-help groups are usually informal clubs or associations of people who choose to come together to find ways to improve their life situations. One of the most useful roles for a self-help group is to provide its members with opportunities to save and borrow and it can act as a conduit for formal banking services to reach their members. Such groups can provide a guarantee system for members who borrow or they may develop into small village banks in their own right. In rural areas self-help groups may be the only way for people to access financial services " (2006).

The structure of the SHG is meant to provide mutual support to the participants by assisting one another in saving money, opening up cooperative banking accounts that help women and other peoples to build credit with a lending institution. The SHG also functions to support members through maintaining consistent contact among group members to aid the individual’s savings goals, to help support the creation of these micro-enterprises. Often the SHG helps in the conception of these businesses and even the implementation of these enterprises upon receipt of the micro-loan.

The SHG also supports accountability for ensuring that the loans are paid back and the SHG can continue to include other members and support greater access to credit and capital to those within their community. SHGs also provide a space which facilitates the discussion of many issues pertaining to the community’s socio-economic, educational and health status. Thus, the formation of this group provides a forum to initiate many participatory activities (including training and awareness camps).

This process has also shown to increase confidence among participants, and help support greater levels of decision-making status in their society, particularly within South Asia. This hopefully will encourage members to participate and contribute in general social and political matters in their respective villages.

As peoples are supported in building their credit they in turn are able to apply for micro-loans geared towards a number of self-sufficiency based business ventures. Many of the business commonly financed consist of seamstress shops, beautician parlors, and in the rural areas these business can be as diverse as natural healing clinics, chicken farms and aqua-culture projects, to silk weaving or any number of handcraft based ventures.

While a great number of SHGs have been initiated by communities themselves, many of the SHGs are implemented through the help of an NGO that can provide the initial information and support to establish these groups. Such information and support often consists of training people on how to manage bank accounts to include deposits, withdrawals and balancing of the cooperative and individual accounts. Similarly informal education regarding a number of possible trades can take place in order to build up the capabilities of the participants to function as business owners.

But the SHG has some instances shown problems that must be addressed when considering their use as a pattern of community empowerment. For instance, many of these people are in absolute poverty and the little that they do save can put a family in an already precarious financial situation in a worse of place.

Other issues revolve around the nature of work and the family in developing countries where the women are often the primary householder while the male is involved in work outside the house. The creation of these businesses often adds greater levels of work upon women as they are committed to the SHG and the creation of their business to support their income and yet their household duties are still expected to be met by their husbands. In these situations the pressures can be immense to juggle the business, household chores and the rearing of children.

However, in response to some of these problems many NGOs have sought to play a critical role in lessening that burden by offering school to children and thereby giving women members the ability to pursue their career goals by providing a place for their children to go while simultaneously providing education to those children that would otherwise be working at home. Despite some of the draw backs the role of the SHG is still a vital and growing component of bottom-up development, and hopefully eventuating self-designed development in the future

Solution: 

Despite the problems some of the participants have faced due to the changing nature of their socio-economic status; the SHGs offer one approach to create associations of support for some of the most economically marginalized groups within society. Through the desire of women and other members of the community these SHGs can provide an organized structure for providing employability and ownership for peoples otherwise left out.

Overall, communities themselves can act to develop similar groups (or with the aid of NGOs working in the area), as these programs can be realized with relatively little resources from the outside.

It should also be noted that the SHG is not a panacea to social and economic development, and should only be one part of a larger solution to addressing poverty in communities. Other patterns must be called in to address some of the social consequences that can arise from the creation of an SHG.

Careful attention must be paid particularly to women as they are often the primary benefactors of the SHG and yet the amount of work involved is no less stressful and difficult for them. Other steps might also be taken to addresses these issues to pursue and integrated approach to supporting development.

For an in-depth guide to SHGs see: A handbook for trainers on participatory local development: The Panchayati Raj model in India.

Verbiage for pattern card: 

Individual capacity among poor peoples in the developing world (particularly women) to establish credit and develop self-sufficient businesses is often unrealized. Organizing groups to secure collective and individual credit, and skills training, can help in accessing the capital needed to build businesses and livelihoods. Self-Help Groups offer one approach to create associations for economically marginalized groups.

Pattern status: 
Released
Information about introductory graphic: 
Image: Justin Smith

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

Online Anti-Poverty Community

Pattern ID: 
743
Pattern number within this pattern set: 
103
Penny Goldsmith
PovNet
Version: 
2
Problem: 

Anti-poverty advocates and activists are isolated in their own communities. They often do not have the communications and education and training resources they need to do their work. Poor people do not have the information they need to exercise control over their lives and get the resources to which they are entitled or to advocate effectively for themselves.

Lack of access to communication severely limits opportunities for building communities where poor people can help themselves access the resources they need and for advocates and activists in the anti-poverty community to be involved in organizing for social change locally, nationally and internationally.

Context: 

The players in this online movement include poor people and advocates involved with community advocacy groups, settlement workers, multicultural groups, seniors organizations, disability groups, legal aid, test case interveners, labor organizations, public libraries, women

Discussion: 

Poverty is a debilitating worldwide problem that affects poor people directly as well as society at large. Although access to information and resources is critical to overcoming poverty and alleviating the problems of people living in poverty, poor people and anti-poverty advocates traditionally have less access to the Internet and other communications technologies.

Although poverty and computers do not make for an obvious alliance, it is clear the two worlds must connect unless we want to have a society where access to information and resources is only for those who can afford it.

Public access sites are rarely adequate to satisfy public need; users need people to help them do online research and free printers to print out forms and information. Hosts of public access sites need funding to keep equipment up-to-date and tech support to keep computers and Internet connections running smoothly. Lack of access to communication makes it difficult to connect communities in the anti-poverty world outside their local regions.

PovNet is a non-profit society created in British Columbia, Canada in 1997. It is an online resource for anti-poverty advocates and poor people, created to assist poor people and advocates involved in the communities identified above through an integration of offline and online technology and resources.

PovNet works with advocates and activists across Canada involved in direct case work and social action and justice. Some of these groups include:

* The National Anti-Poverty Organization (http://www.napo-onap.ca/), a national voice for poor people, working to eliminate poverty in Canada

* The Canadian Centre for Policy Alternatives (http://www.policyalternatives.ca/), a left-wing think tank doing research for change in social policy

* Canadian Social Research Links (http://www.canadiansocialresearch.net/), an all-inclusive resource for social policy information about poverty in Canada

* DisAbled Women's Network of Ontario (http://dawn.thot.net/), an online inclusive community fostering virtual activism and individual empowerment locally and globally

* The Canadian Feminist Alliance for International Action (FAFIA) (http://www.fafia-afai.org/home.php), a coalition of over 50 Canadian women’s equality-seeking and related organizations organized to further women’s equality in Canada through domestic implementation of its international human rights commitments.

* The Toronto Disaster Relief Committee (TDRC) (http://www.tdrc.net/), a group of social policy, health care and housing experts, academics, business people, community health workers, social workers, AIDS activists, anti-poverty activists, people with homelessness experience, and members of the faith community who provide advocacy on housing and homelessness issues and lobby the Canadian government to end homelessness by implementing a fully funded National Housing Program.

PovNet has become an online home for advocates in BC and across Canada. Its Web site provides regularly updated information about issues and policy changes.

Using PovNet resources is an interactive process. Advocates learn the tools because they find them useful in order to do the social justice and case work that they care about; poor and otherwise marginalized people find the Web site when they need information that is relevant to their lives.

For example, PovNet email lists have grown over the years into invaluable resources for specific campaigns (for example the Raise the Rates campaigns in both Ontario and British Columbia to raise welfare rates). They also provide an online support network for advocates working in sometimes quite isolated areas in British Columbia or in other parts of Canada.

As one advocate put it: "I love the PovNet list - on the lighter side there's the kibitzing going on amongst the subscribers which often brings me to laughter - always a good thing in this job. On the serious side - the exchange of ideas and generous sharing of experience is a huge boon to those of us who often don't have time to pick up the phone to seek advice from our colleagues."

Another subscriber says: "The lists that I am a subscriber provide me with first-hand current information on what issues are affecting BC residents and/or newcomers. I am able to provide useful information and referrals to some of the requests coming through PovNet lists. They are an invaluable and efficient resource for community advocates, settlement and family workers, especially those issues that are time-sensitive and need an immediate response."

Other PovNet tools include a Web site which is updated once a month with new information, online education and training courses (PovNet U) for poor people (for example the course, "Be Your Own Advocate") and for advocates ("Introduction to Advocacy," "Disability Appeals" and "Tenants' Rights"), as well as an online space for anti-poverty community groups to have their own Web spaces, calendars, and discussion boards.

PovNet is a flexible in that it can adapt to needs as specific campaigns emerge. For example, we set up an email list for a new campaign to raise welfare rates, and created an online hub for papers and press releases when a group of anti-poverty activists traveled to the United Nations in Geneva to speak on behalf of the social and economic rights of poor people in Canada.

Building a successful online movement in anti-poverty communities includes, first and foremost, the people. Start by finding local community workers who want to broaden their connections, getting together key people (without computers) to talk about what is needed and identify the technological limitations, communicate with advocates and activists in diverse anti-poverty communities, both urban and rural, First Nations, aboriginal, different cultural communities, disability groups, women, youth, seniors, workers, human rights and anti-poverty workers, and international anti-poverty workers.

Then identify the barriers, which could include access to the technology (education, money, literacy, language), how to share information, resources and skills between "have" and "have-not" advocacy communities (e.g. community advocates and advocates in funded agencies, etc.), researching how to provide online resources in languages other than English and how to provide an online space for poor people to communicate and access information via public access sites and interactive Web-based resources.

Barriers for advocates and activists using PovNet tools have changed over the years. Initially, fear of technology was a big factor. But as advocates observed its use as a communications tool, they taught and continue to teach each other. Money for computers and printers is an ongoing problem; as the technology demands higher-end equipment. For example, advocates in rural communities with dialup access get frustrated with attachments that take up all their dialup time. The anti-poverty work becomes harder as governments slash social services; the advocates have fewer resources to do their work. Technology cannot address such needs.

Despite the difficulties, the network continues to grow, establish links with other organizations both in Canada and internationally, and exchange ideas and strategies for advancing social change.

Solution: 

The most effective online anti-poverty communities are constructed from the bottom up rather than the top down. Their resources are defined and created by advocates and poor people to address the need for online anti-poverty activism as it arises. Electronic resources can provide additional tools, but they are activated and made useful by the underlying human and locally based networks where the work of advocacy is actually being done.

Verbiage for pattern card: 

Because anti-poverty advocates and activists often don't have the education and training resources or communications they need, their opportunities for building communities are limited. At the same time, poor and marginalized people don't have the information they need to exercise control over their lives or get the resources they need. The most effective online anti-poverty communities are defined and created by advocates and poor people to address needs as they arise.

Pattern status: 
Released
Information about introductory graphic: 
PovNet

Community Animators

Pattern ID: 
752
Pattern number within this pattern set: 
102
Justin Smith
The Public Sphere Project & St. Mary's University
Version: 
2
Problem: 

Development professionals often find it difficult to adequately assess the broad spectrum of problems a community faces, as well as grasp and utilize the various assets the community has to work with. The lack of grassroots knowledge has proven problematic in that development schemes are often mismatched in scale and relevance to the community’s needs, abilities and liabilities. Thus the conceived solutions for encouraging community capacities and livelihoods fall short of their objectives.

Context: 

Through their lived experience, community members trained in assessment techniques and information gathering can provide contextual understandings of the assets and liabilities a community possesses that would otherwise go unnoticed to the outside professional. Similarly they can act as agent for the process of conscientization and subsequent mobilization for peoples to pursue change and empowerment.

Discussion: 

In response to the failures of 'top-down' approaches to development, a shift towards emphasizing participation and empowerment have begun to make their way into the mainstream of development practice. This move toward "bottom-up," "farmer-to-farmer," and "grassroots" communication has been a fundamental reorientation. Following, the 70s and 80s, years often associated with the dark ages of development a new light has come about through alternative practices that seek to employ the community’s themselves in defining their needs, mapping out there assets and coming to terms with their own liabilities.

Through a variety of participatory processes both community members and development professionals have had the opportunity to jointly design community improvement schemes that are both appropriate to the community's needs and wants, as well sustainable and empowering.

As a result of relative success, the role of the community animator has become an increasingly important component for enabling this process of cooperation and participation between the development practitioner and the community members themselves. In some ways the animator acts as both initiator and on-going advocate for his or her community's development through regular open communication with both community members and the representative staff working in the area.

In the past highly educated teams of researchers and development field workers would enter a community and employ any number of assessment tools to identify community needs. Some of which were participatory in nature (see Power Research pattern). Upon return to their offices these assessments would be used to design various projects ranging from indoor lavatories, to treadle pumps, to community telecenters. In many cases it was shown that these projects failed to support the kind of long-term growth in people’s livelihoods they were thought to bring. Rather than looking at what the community wanted or needed from their cultural and social point of reference; these professionals designed projects relative to their point of reference.

Instead of persisting with this paradigm, NGOs such as the Institute for Integrated Rural Development (IIRD) have pursued vigorous development campaigns in Bangladesh. In this example the community animator has become a central agent for helping to identifiy and express the needs and desires of a community, as well as initiating and supporting change to include, informal education, ideas for micro-enterprise, and even supporting the creation of women’s self-help groups that have enable a number of women in rural areas to gain access to credit and thus empower them to pursue economic generating activities.

Here organizations such as IIRD would send exploratory panels out to the communities, as a "get to know you" campaign. Over a period of time they would identify predominately young men and women that they would sponsor for further education. The pool of students would often serve as the primary group that would go on to perhaps become powerful community animators.

Not only were they given a valuable education they still retain those familial bonds to their community that often gives them an immediate advantage in having the lived experience of their particular area, as well the rapport of being a community member.

However, problems of jealousy and apprehension can be potentially problematic and it is important that groups and agencies that do seek to draw advocates from the field they seek to assist find ways to mitigate the potential social conflict that might arise. Unfortunately, it may not be possible to completely eliminate it. But it is perhaps a far better approach than previous alternatives

Solution: 

The community animator can act as a critical link between the community and any NGO Collaborator. It should be noted that by those in the field for social change that local citizens and activists can often better activate a community’s sentiments and bring about awareness for the possibility to realize change than an outsider who may be perceived to have little understanding of the real issues at stake.

Beyond the processes of concientization that a community animator can bring to the process; NGOs can also assist these community members in training for information gathering and needs assessments to help refine the basic kinds of projects and programs that might be of benefit to a community.

Verbiage for pattern card: 

Development professionals often find it difficult to adequately assess the broad spectrum of problems a community faces — or the various assets the community has to work with. This often means that development schemes are mismatched with the community's needs, abilities and liabilities. Community Animators can act as critical links and local citizens can often better activate a community to realize change than an outsider.

Pattern status: 
Released

Community Building Journalism

Pattern ID: 
745
Pattern number within this pattern set: 
97
Peter Miller
UMass/Boston
Version: 
2
Problem: 

How do activists, would-be activists, and those interested in learning about and participating in any movement or community of practice get a sense of what the best practices are, what the underlying philosophies are, who the leadership is and what they're thinking, what the key institutions and organizations are and how they're developing, what the most useful resources and tools are, and what's going on in other communities? How do people learn how to participate with a critical and reflective perspective?

Context: 

The journalistic pattern and communication tools noted here can be used in any field, narrow or wide, where public education and outreach as well as discussion and information sharing among key contributors and other participants are important to the vitality and development of the field.

Discussion: 

There are many ways of speaking to this family of problems/issues/concerns: face-to-face get-togethers, from conversations to conferences; email/discussion lists, blogs, web sites and bulletin boards; books and articles; faxes and radio—are all useful approaches. Tying into all of these, regular publications have come to serve a key role in movement-development and community-building. Tom Paine's Common Sense at the beginning of the American Revolution, arousing the colonists in a radically new "common sense" way, and The Federalist Papers, the country's first major newspaper op-ed series, designed to convince people to support the newly drawn up Constitution—these crucial works of popular journalism that helped set our country's founding are indicative of what can be found in any social and political movement, large or small, specialized or general. Regular publications that cover the events and developments of a movement are indicative of the depth of thought and commitment that people have to their work and their interest in sharing it and learning from one another. Movement/community-building journalism and their publications are most often written and produced by the actors and participants in the movement and provide reflections on the roots and meanings of specific contributions to the field; they tie particular events and achievements, programs, institutions, and actors to a wider field of interconnected activities that together point toward renewed possibilities for people creating a healthier and more democratic common world. Consider professional academic disciplines, how they all have their many journals (international, national, regional) and their growing on-line availability and distribution, and their importance to developing cohesion and direction in their respective communities of practice. Consider the situation among artists, social workers, leftists, conservatives, citizens of any size viable community. In American political life, consider the longevity of key political journals and how they have not only reflected trends and movements but helped define the movements themselves and provided an arena for its participants to learn about and from one another—that strand of radical liberalism that has characterized The Nation from its inception as a vocal anti-slavery voice, the descent from progressive liberalism to neoconservatism represented by The New Republic, the development and fracturing of the radical political culture and politics of eastern European Jewish immigrants as found in The Partisan Review, Dissent, and Commentary.

In the field of community media and technology, the Community Technology Review (www.comtechreview.org) reflects several useful pattern features of current community-building journalism:

• CTR has served as the formal and informal publication of both the Community Technology Centers' Network, www.ctcnet.org, the country's oldest and largest association of nonprofit and community organizations dedicated to providing emerging technology resources for those who don't ordinarily have effective access, and of the Association for Community Networking (www.afcn.org), the affiliation of institutions and individuals interested in developing community-wide information resources and tools. CTR has covered key directions and issues of its two prime organizational partners by placing them within the developments of the wider field of community media and technology. Thus, for example, the fall 1999 issue was a joint production of CTCNet, AFCN, and the Alliance for Community Media (ACM, www.alliancecm.org), the national association of community cable public, education, and governmental (PEG) access centers; ACM and community cable access center development receive on-going coverage. CTR has maintained close relations with the Community Media Review, ACM's official publication; with the fairly-recently established Journal of Community Informatics (http://ci-journal.net), the international journal of what is emerging as the emerging academic discipline of the field, especially outside the United States; with the Digital Divide Network, the online communication environment (at www.digitaldividenetwork.org) that has done so much to address issues involving the problem identified in its name; and with the Nonprofit Technology Enterprise Network (www.nten.org), the association of nonprofit technology assistance providers, and has offered ongoing coverage of NTEN, Circuit Riders, CompuMentor/TechSoup and other organizations/developments in this part of the field. To the degree it is a model, CTR suggests that coverage of key organizations in a field provide a useful map that can be of assistance to both the experienced actor and the new participant looking for information and guidance.

• CTR is published simultaneously on-line and in hard copy, using state-of-the-art tools most appropriate to each environment. The developing on-line environment has been designed with open source publishing tools (Movable Type/Drupal) that provide a large number of embedded hyperlinks for readers to easily explore special areas and references in depth, extensive searching capacity throughout the archives (www.comtechreview.org/issue.php), interactive options for reader comments/additions and communication with authors and editors. Desktop publishing is tied to appropriate printer and print-on demand options for hard copy production and distribution, providing a tangible publication for those readers and occasions where hard copy availability is especially appropriate and useful. With the growing number of links to community-produced audios and videos, CTR provides an integrated multi-media platform that models a variety of approaches that can be used.

• Articles are written by a combination of recognized leaders in the field and first-time authors who have worked on innovative projects and new resources. With first-time authors, editorial staff have expended substantial time in providing writing and editorial assistance. Overall, the tone and approach towards the reader is one that assumes an interest and some familiarity with the field but one that seeks to provide explanations and meanings when technical or field "jargon" or acronyms are used; in general the CTR seeks to welcome the reader into an on-going conversation among some of the major practitioners and leaders in the field (hence the inclusion and important role of photos of authors and individuals who are participants in the events covered). In contrast to so-called "objective" or "neutral" journalism and reportage, movement building journalism engages both the producers and readers in a way that builds and strengthens their communities.

Solution: 

Develop journalism and communication venues that present news, events, and developments in a field in-depth, covering key organizations and institutions to offer a map and guide, using the most appropriate communication tools for participant leaders and actors. For those interested in using hard copy or on-line tools for community-building in a field that does not currently make use of them, discuss the situation with your colleagues and compatriots and find an associated field where such tools are used. Those who have developed them will almost always provide useful advice and even volunteer assistance.

Verbiage for pattern card: 

How do activists and those interested in movements or communities of practice get a sense of best practices, underlying philosophies, strategies, leadership, key institutions and organizations, useful resources and tools, and current work? Developing journalism and communication venues that present in-depth news, events, and developments in a field is essential. And covering key organizations and institutions can help offer a map and guide.

Pattern status: 
Released
Information about introductory graphic: 
Peter Miller

Citizenship Schools

Pattern ID: 
788
Pattern number within this pattern set: 
96
Lewis A. Friedland
University of Wisconsin-Madison
Carmen J. Sirianni
Brandeis University, Dept. of Sociology
Version: 
2
Problem: 

Some of the the skills of citizenship, like basic communication and cooperation, grow from skills we learn in daily life. Others, like deliberating with others, defining problems, collaboration on common projects, and organizing are not so basic: they, often, need to be learned. Not long ago, associations and intermediary institutions–social and professional clubs, religious congregations, neighborhood schools–rooted in local communities were the main places where these skills were learned. Today, there are fewer contexts in everyday life to learn them. People are less connected in and to local communities and often learn about what's important in the media. Increasingly, general discussion about political and civic issues is occuring on and through the Internet. But it is easier to find information on the Net than to learn reflexively with others. The Net only partly lends itself to learning collaborative citizenship skills. Further, many lower-income people, in the U.S. and around the world, still lack access to the Net. Therefore citizenship schools are needed to build civic skills in both local communities and on the Net.

Context: 

In order to act effectively, people need to learn and apply the skills of citizenship. Everyone who wants to find a democratic and lasting solution to deep and complex problems needs these skills and they are open to anyone to learn and teach. But there are also experts-civic practitioners, government officials and civil servants, teachers and scholars, civic and community organizers

Discussion: 

Citizenship Schools originated in South Carolina in 1959, and quickly spread throughout the South through the Highlander Folk School in Tennessee. In the late 1950s many Southern states had literacy tests, that required people to be able to read and write, and sometimes answer "citizenship" questions (generally designed to exclude blacks from voting). Teaching large numbers of African-Americans in the South to read, write, and learn about citizenship was critical in the larger struggle for civil rights, including the right to vote. According to Andrew Young and Ella Baker, movement leaders, the Citizenship education program was the "foundation on which the entire movement was built." (1) But communities with Citizenship Schools had few ways to make connections with other communities that lasted over time. Eventually, as the early fights for civil rights were won, the schools faded.

The spirit of the schools lived on through the decades that followed in hundreds of civic training programs conducted by organizations and local communities. Faith-based community organizations like the Industrial Areas Foundation train local clergy and lay organizers who learn to conduct campaigns and forums to build consensus on issue agendas like housing, school reform or job training. Environmental watershed, forestry, eco-system restoration and justice movements and others, teach citizens and youth to collect data and monitor environmental quality while building skills of civic trust and cooperation. And new civic movements to build a new model of the public and civic university are growing, like the Council on Public Engagement at the University of Minnesota .

Citizenship Schools have also beeen tried online. In 1994, the American Civic Forum met to try to address a widely perceived crisis in political life and civic culture in the U.S. The Citizenship Schools were an imoprtant model and a Civic Practices Network (CPN) was built, to use the newly emerging technology of the Internet to build skills of citizenship. CPN, launched that year, sought to facilitate broad and multimedia sharing of best cases, civic stories, mutual evaluations, and mentoring opportunities. Other independent civic networks also emerged around this time, including LibertyNet in Philadelphia, and Civic Net. Despite the growth of the Internet, however, no broad network connected and nurtured these activities.

As the web matured beginning around 2000 finding information on many topics of civic interest-public deliberation, the environment, youth, education, health care, communication-became relatively easier for individuals. But the new problem was how to link these groups together to not only provide information in their own specialized subfields, but to create an active environment for teaching, learning, and collaboration while also building a larger sense of solidarity in citizenship. National civic portals to aggregate the growing number of civic sites and discussions on the Net were one proposed answer. But by 2003 or so with the emergence of the blogosphere, the topology of the web itself suggested that distributed links among widely dispersed civic sites might lead to new kinds of collaboration in which a great deal of the work of gathering and connecting is done by sites in the mid-range. This is the level most appropriate for new citizenship schools on the web.

Therefore to build Citizenship Schools in local communities and institutions it is necessary to build a framework that can support many local organizing efforts with curricula and training routines that are distributed, shared, inexpensive, flexible, and sustainable. These can be done in local communities, through institutions like schools and universities, and on the web.

Local citizenship schools would necessarily be the result of pooled efforts among many active local civic organizations across different areas. Many could benefit from local government support. In Seattle, for example, the Department of Neighborhoods provides leadership and skills training to many neighborhood, environmental, and other civic groups.

Citizenship Schools through university extension and outreach could train new expert practitioners rooted in local communities. For example at the University of Minnesota, the Council on Public Engagement reaches out to both scholars and academic staff to redefine the teaching and research mission of the publci university. Potentially, certificates and university credit through university extension services and community colleges could provide individuals valuable learning resources that also support and reinforce the extended investment of time, attention, and civic commitment.

New Citizenship Schools on the web could allow collective learning in a distributed, asynchronous environment; help frame a broad civic agenda collaboratively through distributed discussion; and form a mid-range network of portals to focus attention without the intial high costs of building national space. Schools on the web could support and integrate both local and statewide efforts. The CPN is one online model indicating that there is significant demand online for serious learning material about civic practice. Deliberative-Democracy.net demonstrates how key blogger-editors can be recruited for a civic site and distribute the labor of a serious, ongoing conversation. The Liberating Voices Project [check best name] is also a key example of a distributed learning collaborative.

For the pattern to be realized online, moderate-sized hubs with committed editors will need to be seeded and a few models created. Possibly, Citizenship Schools on the web could ally with university partners, particularly in civically oriented extension programs, to provide credentials and a modest flow of support. Their life-cycle is potentially renewable. If a network of citizenship schools succeeds, it could become self sustaining, using commons models with relatively little ongoing external support.

The biggest challenge in building Citizenship Schools on a commons model is sustaining energy and collaboration, and maintaining a high quality of information. As noted, a commons model requires moderate levels of commitment from a wide core. Many of the contributers will be citizens, academics, policy makers and administrators with other jobs and commitments. Rewards will be instrinsic. A second challenge is to get citizens to commit time to learning, not to just "graze" for information.

The main critics of the concept might say that Citizenship Schools are an anachronism and depend on communities of face-to-face solidarity that are less relevant by the year. Learning doesn't take place this way anymore, despite the fact that the Citizenship Schools would be on the web. Further, getting individuals to make long-term commitments at adequate levels will be nearly impossible.

Solution: 

There are five basic steps to promoting this pattern: (1) Build Citizenship Schools in local communities, institutions and online that can aid collaborative learning; (2) Develop a sites (local and virtual) that include active learning and civic curricula that can be widely shared. (3) Find citizens (lay leaders and experts both) who can serve as teachers and editors who can make minimal but real commitments; (4) Build templates to aid the spread of learning; and (5) Create new forms of civic credentials that provide value to both individuals and communities.

Verbiage for pattern card: 

Finding lasting, democratic solutions to deep and complex problems requires citizenship skills. Some are learned in daily life. Others, like deliberating, defining problems, collaborating on projects, organizing, and understanding public institutions and processes are not basic. We need Citizenship Schools in local communities and on the Internet in which citizens can come together with each other and with skilled practitioners and learn from each other.

Pattern status: 
Released
Information about introductory graphic: 
Septima Clark Public Charter School

Mirror Institutions

Pattern ID: 
583
Pattern number within this pattern set: 
94
Douglas Schuler
Public Sphere Project (CPSR)
Version: 
2
Problem: 

There are millions of organizations and other institutions that are responsible for important decisions and policy development on behalf of the public trust. There are also organizations and other institutions that violate the public trust or who otherwise wield illegitimate power. Unfortunately these two types often overlap. Some wield enormous power while some are impotent and irrelevant. At any rate, both types must be monitored closely — persistently and non-superficially — to encourage them to exert their powers appropriately. Moreover, both of these groups (and, indeed, all of us) are faced with millions (basically uncountable) of problems (and problems in the making) within the environment that are not well understood within a useful framework. The institutions that civil society establishes are often too diffuse or too narrow to face these problems effectively, while many seem to be "reinventing the wheel." Institutions of government and business can be too powerful or politically beholden to perform their duties responsibly; they can also be conceptually or administratively misaligned with their mission for many reasons.

Context: 

There are many sets of problems / situations / contexts that can be addressed with the same pattern. "Institutions" in the sense of people who are organized around certain goals in a persistent way are ubiquitous.

Discussion: 

The world of mirrors — and, hence, any discussion of them in a metaphorical way — leads to reflections and reflections of reflections and reflections of reflections of reflections and so on. So be it.

Mirrors reflect, but not perfectly. At the very least they reverse the image that they're reflecting. We're only using mirrors, however, as a metaphor for reflection or replication.

Due to the size and complexity of most of these mirroring endeavors, formal or informal organizations are established to tackle the job. For many reasons organizations that mirror to some degree the area within the overall environment that they are focused on are likely to have more success than those who don't. An institution is society's attempt to make a "machine" whose output is of a desired type. It reflects (however imperfectly) the desires of its creators and maintainers and its "products" are "mirror images" of each other (or at least have the same "family resemblance.") "Mirror Institutions" are those institutions that reflect or reflect upon other institutions or other realities. As such this pattern covers a very wide range. To cover this wide range we've identified four important facets: the reflective mirror institution, the critical mirror institution, the alternative / generative mirror institution, and the flattering mirror institution. The boundaries between these different institutional mirror types aren't clear. It's hard in other words, to know where one ends and another begins. And the "mirror" itself (at least the metaphorical mirror we're talking about) is a constructed object whose object is implicitly or explicitly what it's set up to be and what it has come to be (while realizing, of course, that the characteristics are not completely knowable either but are subject to interpretation themselves — via another mirror. And, like all mirrors, the reflections can be seen from many angles.

The reflective mirror institution is used to help us understand without bias some aspects of the "real world." This institution needs to reflect the most salient aspects of its object back to the people who need to understand the object. Scientists ideally employ this type of mirror institution when they endeavor to understand the complex and intricate relationships within the physical environment.

James A. Wilson in his essay "Matching Social and Ecological Systems in Complex Ocean Fisheries" states that the "mismatch of ecological and management scale makes it difficult to address the fine-scale aspects of ocean ecosystems, and leads to fishing rights and strategies that tend to erode the underlying structure of populations and the system itself." He goes on to state that "This is likely to be achieved by multiscale institutions whose organization mirrors the spatial organization of the ecosystem and whose communications occur through a polycentric network."

Problems can result arise if people believe that they're using a reflection that has perfect fidelity or if they're work is overly influenced by ideology.

The critical mirror institution is used to uncover, analyze and expose the failings of another institution. Using the explicit philosophy, goals, and practices of the institution itself to show the stark contrast between their often noble rhetoric and what they're actually doing is a common approach. In the U.S., for example, the OMB Watch organization performs a "watchdog" function on the Office of Management and Budget (OMB) within the U.S. government. The Bretton Woods project uses the decisions made by global economic powers at the 19__ Bretton Woods meeting as the basis for its critique of international capital and its institutional handmaidens.

The alternative / generative mirror institution is used to develop — and propagate — alternatives to existing institutions. Governments in exile are one use of this pattern, as are community banks, whether they're in Venezuela or other countries. Sometimes the alternative is then mirrored into multiple versions of itself. Federated institutions that are loosely connected to each other and more-or-less the same type of species represent a good way to develop strength globally while maintaining local control. This was used in the realm of independent, non-commercial communication, including community access television, community networks and the Independent Media Centers movements.

The World Social Forum is a blend of two mirror institution facets: the critical and the alternative / generative; it established itself as a counter-forum to the World Economic Forum which promotes alternative ideas and visions. The World Social Forum is also being mirrored in the form of regional and thematic forums.

The flattering mirror institution is an existing mirror, sometimes called an infinite mirror that is self-referential, often self-indulgent, self-deceiving, self-reinforcing, and sycophantic. That is, to a large degree, the state of the media today, endlessly reflecting upon itself like an echo chamber.

[Note that media reflects society — however incompletely — back to itself. As Israeli journalist Gideon Levy of the Haaretz newspaper pointed out "The Palestinians know what the Israelis are doing."]

There are several ways by which to look at any mirror institutions — especially when setting one up.
   The object or environment — What is standing in front of the mirror?
   The reflection — What is being reflected?
   Reflecting on the reflection — What are you seeing in the reflection? Should you be looking for other things?
   The audience — Who is (or should be) peering into the mirror institution?

Does relying exclusively on "reflections" mean that wholly new institutions can't be devised? Although brand new institutions can be created through a series of partial changes, this argues for more of an intelligent (or pragmatic, efficient or opportunistic) design, rather than creation. Decentralized Intelligence Agency?!

Challenges: Adopting and realigning when necessary. Maintaining a network with like-minded organizations — mirror or not. The "mirror" approach is ecological — but who's doing the "higher level" work?? Governments exists to (or should exist to) sort out (or at least assist with the sorting out process) issues related to rights and responsibilities — who (and what) can do something and who (and what) should do something. Associated with this is the task of developing (and exercising) incentives to encourage people to do the right thing and penalties for those who don't.

This is a pattern for conscious adaptation. A pattern transformation, since culture is propagated by its institutions. This is very much an analogy to basic evolutionary theory. Mirroring implies copying -- but generally copying with changes made to one or more aspects of the original in the process. Liberating Voices is a mirror of A Pattern Language.

Solution: 

Although this pattern is may be a bit heavy on abstractions, we believe that the institution-as-mirror metaphor can be very useful primarily due to the questions it brings to the surface. The German playwright, Bertolt Brecht told us that "art is not a mirror held up to reality, but a hammer with which to shape it." The mirror institutions that we create must also to a large degree be put to the same purpose.

Verbiage for pattern card: 

Organizations and other institutions that are responsible for important decisions and policy development can violate the public trust or otherwise wield illegitimate power. Mirror Institutions are those institutions that reflect or reflect upon other institutions or other realities. Mirroring implies copying — but generally copying with changes made to one or more aspects of the original in the process.

Pattern status: 
Released
Syndicate content