Videocast at The Competitive Edge

I’ll be participating in this week’s The Competitive Edge event (part of Kolabora Online). Robin Good will interview me and Stuart Henshall this Thursday, May 27, at 9am PDT. I’ll be talking about my manifesto. The event will be a live videocast that anyone will be able to view via a Flash-enabled browser. Please register and drop by; would love to see you there.    (1F5)

Manifesto Summit; More Responses

In the two weeks since I last responded to feedback about my manifesto, there have been several other interesting comments. Before I respond to those, I want to make a couple of announcements. First, this Thursday (April 29), I’m presenting the manifesto at SRI‘s Artificial Intelligence Center at 4pm in Menlo Park, California. The talk is free and open to the public.    (1E2)

Second, Blue Oxen Associates is once again helping design this June’s Planetwork Conference in San Francisco. In addition to the usual lineup of great speakers, including TrueMajority‘s Ben Cohen (the “Ben” in Ben & Jerry’s), there will be a parallel interactive component. The format will be self-organizing, in some ways resembling Open Space, and is being designed by Tomorrow Makers (Gail Taylor and company) and Blue Oxen Associates. The purpose of the interactive component is to give people some basic infrastructure to discuss and work on topics of interest and also to enable different groups to connect and intertwingle.    (1E3)

I want to build on some of the interest that the manifesto has generated, and the Planetwork Conference offers a perfect venue to do so. I’d like to propose a summit at this June’s conference for everyone interested in pursuing greater interoperability between collaborative tools. If you’d like to attend, drop me an email, register for the conference at the web site, and rank the topic. I’ll followup later with more details.    (1E4)

On to the comments.    (1E5)

Empowering the Programmer    (1E6)

Several people forwarded Bill De Hora’s response to my manifesto. Bill quoted Chris Ferris:    (1E7)

“Interoperability is an unnatural act for a vendor. If they (the customer) want/need interoperability, they need to demand it. They simply cannot assume that the vendors will deliver interoperable solutions out of some altruistic motivation. The vendors are primarily motivated by profit, not good will.”    (1E8)

then added:    (1E9)

There’s a class of articles that tend to look to assign blame to programmers for what’s wrong with software…. I find them ferociously, willfully, ignorant on how software actually is conceived, designed, marketed, built and sold. Blaming programmers is intellectually slothful. We are, and let’s be clear about this, decades past the time the blame could be laid squarely at the programmers feet.    (1EA)

A Manifesto for Collaborative Tools veered close to that, while never quite getting there – exhorting developers, with only token gesture as to how decisions about software are made. Software is a complete commercial ecosystem that extends far beyond hacking code. Ironically like its observation of the semantic web, this manifesto is unlikely to take hold because it does not address the real issue, which is the marketplace and not technique. This failure in analysis is all the more frustrating as I agree with the essential sentiment expressed (we need better tools, now). Plus the writing is wonderful.    (1EB)

My essay isn’t about blame, it’s about empowerment. Bill is right in that I didn’t thoroughly discuss the role of the marketplace. That comes next. The first step, though, is awareness. I’ve learned a lot from Doug Engelbart over the past four years, but the two lessons that stand out most in my mind are: 1. Making the world a better place is a reasonable career goal; and 2. The first step towards achieving this is to think bigger. Very few people — least of all, programmers — understand or want to understand collaboration well. Start with this problem first, then we can talk about the marketplace.    (1EC)

Okay, so the cat’s out of the bag. I’m a closeted idealist. But the reason my idealist side is in the closet is that I’m also a realist. Less (or at least, as much as necessary) talking, more walking. I founded Blue Oxen Associates to help achieve this goal, and so in some ways, our continued existence and progress will be a measure of whether or not this vision can be achieved.    (1ED)

So, how do we deal with the vagaries of the marketplace when it comes to interoperability, especially in light of Chris’s comments? Chris provides the solution. The solution has to start from the bottom-up — the users.    (1EE)

The Identity Commons model (which fits right into the overall framework I describe) is a good example of this approach. These folks want to take on Microsoft Passport and Liberty Alliance. The goal is to provide an alternative digital identity infrastructure where individuals retain control over their information. Realistically, Identity Commons will not be successful by marching into the offices of various vendors with a technical spec in hand and pleading for it to be implemented. Their approach is to target a market sector that isn’t currently being addressed — civil society. Once users there recognize the utility and desirability of the infrastructure, they’ll demand it elsewhere.    (1EF)

Beyond Collaborative Tools    (1EG)

A few people observed that the principles espoused in the manifesto applied to areas beyond collaborative tools. Jamais Cascio said:    (1EH)

Replace “tools” with “movements” (and “tool builders” with “activists”) and Kim’s argument clearly applies to not just to those who are making the technology, but also to those who are using the technology to build a better world.    (1EI)

In his OLDaily newsletter, Stephen Downes suggested that the principles “are as applicable to e-learning software as collaboration tools.”    (1EJ)

There’s a good reason for this. The steps I described apply to almost any collaborative scenario, be it activism or learning. I was especially happy to see Jamais’s comments, because that is ultimately what this is all about.    (1EK)

Semantic Web Evangelists    (1EL)

A few people who read early drafts thought that some Semantic Web folks might take offense at some of the things I said. For the most part, folks have been very positive. W3C’s Dan Connolly, however, expressed some frustration on the #rdfig IRC channel about my claim that Semantic Web evangelists are more machine- than human-centric in their pitches.    (1EM)

Argh! Which evangelists? I’m certainly spending 99.9% of my time working on the balance between effort and reward for people.    (1EN)

Tim Berners Lee for one. Tim and coauthors James Hendler and Ora Lassila opened their May 2001 piece in Scientific American on the Semantic Web with a science fiction scenario where automated agents collaborated with each other to schedule a doctor’s appointment. That scenario echoed tales of Artificial Intelligence’s past.    (1EO)

Now I realize I just said that we need to think bigger, that the audience for this article was broad, and that the authors wanted to open with something sexy. I also don’t mean to pass say that Tim or James or Ora are not people-centric in their philosophy or work. I’m saying that these scenarios are not actually people-centric, even though they might seem that way on the surface, for reasons cited in the manifesto. That’s a problem, because a lot of people missed the point. This is less the case today than it was three years ago, but I worry that the damage has already been done, and the end result was that some of the outstanding work that has happened over the past three years (work to which I refer in the manifesto) hasn’t gotten the credit it deserves.    (1EP)

Italian Translation    (1EQ)

Luigi Bertuzzi is currently working on an Italian translation of the manifesto. You can read the email he sent to me and follow his work.    (1ER)

Aldo de Moor’s Blog, Growing Pains

Aldo de Moor, professor at Tilburg University in the Netherlands, member of the Collaboration Collaboratory, author of several excellent papers on virtual communities, and overall good guy has joined the blogosphere. Welcome, Aldo! His latest piece explores the role of virtual communities in society as a whole and introduces some of his latest research.    (1E1)

ChiliPLoP, Day 4

Last Friday was the last day of Chili PLoP. Ofra Homsky, Josh Rai, Linda Rising, Joe Yoder, and I met at our usual spot outside of the dining hall for our morning kickoff. We had two items on our agenda: workshop the patterns we had discussed the day before and that Josh and I had written up, and discuss next steps.    (1DF)

Stone Soup    (1DG)

We started with Collab:StoneSoup and decided to temporarily combine forces with the GivingSpace group, which had independently come up with a pattern of the same name. That experiment resulted in some constructive feedback but was short-lived. The most important lesson was that “Stone Soup” was a completely inappropriate name.    (1DH)

The pattern had arisen from a point I had made the previous day about faith in process. I stated that people about to participate in a new process had to demonstrate a certain amount of faith up-front; otherwise, they risked subconsciously hijacking the process. You want to give the process the chance to succeed or fail on its own merit.    (1DI)

Joe suggested calling this pattern, “Fake It ‘Til You Make It.” Ofra was reminded of a story, “Stone Soup,” which went like this.    (1DJ)

A weary soldier discovered a village in the desert and knocked on every door asking for food. Everyone turned him away.    (1DK)

Undaunted, the soldier took his pot, filled it with water and a large, round stone, and put it over a roaring fire, constantly stirring and tasting.    (1DL)

The curious villagers came out of their houses and watched, until finally, one of them asked how it tasted. The soldier replied, “It’s good, but it needs some salt.” So the villager went inside her home and brought out some salt.    (1DM)

She again asked the soldier how the soup tasted, and he responded that it could use some carrots. So another villager brought some carrots. The process repeated itself until eventually, there was enough tasty soup to feed the entire village.    (1DN)

During our group writing exercise, it quickly became apparent that we all had slightly different understandings of the pattern. Mine focused on the point of view of the participant and on adopting new processes. Everyone else seemed centered on initiating new collaboration, setting up enough structure to make the collaboration seem real, at least until the collaboration became real.    (1DO)

When I started refactoring and combining our work into a single pattern, I decided that there were multiple contexts for the same pattern, but that the solution was the same. I also decided to call it, “Stone Soup” instead of “Fake It ‘Til You Make It,” mostly because the former was a noun phrase. I had reservations, however, and our final day’s proceedings confirmed them. When we combined with the GivingSpace team, it became clear that there were at least three different versions of the Stone Soup story, each with different morals.    (1DP)

After we split with the GivingSpace group, my team continued giving feedback about what I had written. I picked up lots of good advice and promised to incorporate their comments into a revision.    (1DQ)

Kick Off    (1DR)

I was happy when Josh willingly took on the Collab:KickOff pattern, because I didn’t think we were close to Shared Understanding. That said, Josh’s work on the pattern helped us make that leap.    (1DS)

Originally, we called the pattern, “Kick Off Meeting.” I had asked whether the Kick Off meeting was, by definition, the first meeting. Ofra and Joe had said that it was not. However, as we started fleshing out the pattern, it wasn’t clear to me what the distinction was. People were mentioning a lot of things that supposedly happened at Kick Off meetings that I felt would happen regardless of whether or not a meeting was designated, “Kick Off.” The key distinction, in my mind, was whether or not those things would happen well. It wasn’t clear to me that denoting a meeting “Kick Off” was enough to make those things happen well.    (1DT)

Josh’s work on the pattern made some of those flaws apparent. Having something concrete to work from allowed us to quickly zone in on the vital piece — benefits from the ritual celebration of initiating a new project. We decided to remove “meeting” from the name.    (1DU)

In the end, this made perfect sense to me. We had defined collaboration as needing shared, bounded goals. We had also cited a pattern, Grand Finale (discussed in Linda and Mary Lynn Manns‘s upcoming book). It made sense that we also had a pattern for the beginning of a project as well.    (1DV)

Next Steps    (1DW)

One of the things I made clear to the group was that I considered this workshop to be the Kick Off to Blue Oxen Associates‘s ongoing Pattern Language effort. One of my broader goals is to do an ongoing series of workshops involving philanthropic foundations, nonprofits, and a variety of other organizations. These workshops would involve telling stories, mining for patterns, capturing those patterns, reinjecting them into the conversation, refining them, and so on.    (1DX)

In the meantime, I plan on further developing the language that began forming at our workshop with the help of our Collab:PatternsWorkGroup. I also plan on submitting some patterns to the PLoP conference in September.    (1DY)

I had an exceptional time at Chili PLoP. Lots of great people were there, and Arizona is warm and beautiful this time of year. More importantly, I was fortunate to have a great group of participants. Ofra, Josh, Linda, and Joe brought a tremendous amount of experience and enthusiasm to the process, which made the process both enjoyable and productive. I’m looking forward to the challenge of continuing what we started here, including another date at next year’s Chili PLoP.    (1DZ)

ChiliPLoP, Day 3

Last Thursday, my workshop met for a second day. Having agreed on a working definition for collaboration (see Collab:Collaboration), we started working on the Pattern Language. As was the case the previous day, I knew exactly what I wanted to accomplish, and I made that clear when we got started. What differed this day, however, was that Linda Rising, Ofra Homsky, and Joe Yoder — our three experienced Pattern Language authors — led the way in terms of process.    (1CT)

We began by laying out the index cards we had collected the previous day onto a table. The goal was to see what patterns we had and what seemed to be missing. The definition that we had collectively agreed on the day before helped us tremendously with this process. For example, because collaboration — as we defined it — required bounded goals, that meant there were patterns related to the start and end of the collaborative process. There were also patterns related to interaction (meetings for example) and knowledge exchange (Shared Display).    (1CU)

Mapping out our cards also helped us identify gateways to other Pattern Languages, such as Linda and Mary Lynn Manns‘s patterns for introducing new ideas into organizations, Ofra’s patterns for leadership, Jim Coplien and Neil Harrison‘s organizational patterns, and GivingSpace‘s patterns of uplift.    (1CV)

Lots of brainstorming and storytelling happened throughout. My favorite was a story that Joe Yoder told about a factory where he had previously worked, which literally left its financial books open on the factory floor. Anyone who worked at the company could examine the books and suggest improvements. The open books were a form of Think Out Loud that showed that the company treated its operations as a collaborative process involving all of its employees, regardless of position. Tremendously empowering stuff.    (1CW)

Linda, Ofra, and Joe constantly stressed the importance of iteration and cautioned Josh Rai and me about getting too caught up with formality too early in the process. Ever fearful of being berated by Ralph Johnson or Jim Coplien, I would periodically complain, “That name isn’t a noun phrase!” Fortunately, the rest of the group kept me on track. We had plenty of time to weed out and refine our patterns after the brainstorming process.    (1CX)

We ended our brainstorming at lunch, at which point we had 36 cards. After lunch, we picked two patterns — Collab:StoneSoup and Collab:KickOff — and Linda led us through a group pattern writing exercise. (I’ll say more about these two patterns when I describe Day 4.) She gave us a letter-sized piece of paper for each component of the Coplien Form (name, problem, context, forces, solution, rationale, resulting context, known uses, and related patterns). Each of us took one piece of paper, wrote down our ideas, then exchanged it with someone else for another piece of paper. The cycle continued until we all had our say to our satisfaction. Afterwards, we discussed what we had written.    (1CY)

This was the first time Linda had tried this particular exercise, and I think it worked very well. It was particularly good at helping us reach Shared Understanding. We all had slightly different views of both patterns. Actually going through the group writing process helped make these differences explicit, at which point we were able to talk through our differences.    (1CZ)

Because Josh and I were the pattern-writing newbies in the group, we each collected the sheets for one of the patterns and promised to combine, edit, and rewrite them into a readable draft. I chose Collab:StoneSoup; Josh took Collab:KickOff. The plan for Day 4 (which was only a half day) was to workshop our results.    (1D0)

I ended the day with a brief overview of how blogs and Wikis integrated with Backlinks could be used to tie stories with corresponding patterns.    (1D1)

Chili Beer    (1D2)

Since that night was our last in Carefree, I decided to organize a margarita BOF. Earlier, somebody had told us about the Satisfied Frog, a legendary Mexican restaurant and bar that had “a thousand different kinds of margaritas.” This was the obvious place to hold our BOF, so Josh, Jerry Michalski, Gerry Gleason, and I trekked on over.    (1D3)

As with most legends, the facts had been slightly exaggerated. The Satisfied Frog only served one kind of margarita, although in fairness, it did give us the option of frozen versus on-the-rocks and with or without salt.    (1D4)

The restaurant did, however, brew its own special beer — chili beer — which was bottled with a serrano chili pepper. It had a nice kick to it, but it wasn’t overpowering. I recommend it to those with a a penchant for adventure and a bit of a heat tolerance.    (1D5)