April and May Gatherings

Normally, I love to travel, but last year tested that love. I was out of town almost twice a month for work. It was exhilarating, exhausting, and ultimately, too much. I resolved not to travel for the first four months of 2007. It’s now April 2007, and I’ve successfully fulfilled my resolution (depending on how you count), wonderfully refreshed and ready to travel again.    (M5D)

As I noted earlier, I’ll be in Baltimore next week for Creating Space VIII, the Leadership Learning Community‘s (LLC) annual gathering. The theme is Collective Leadership. They’ve already got record attendance, and I believe registrations are still open, so if you’re in the area and want to attend, I encourage you to register. I joined LLC’s board late last year, participated in some of their gatherings, and was blown away by what I saw. Can you tell I’m excited?    (M5E)

Next month, May 2-3, I’m co-chairing the Compendium Institute‘s 2007 workshop at the NASA Ames Conference Center in Mountain View, California. It’s going to be awesome — highly practitioner-oriented, with lots of close interaction with some of the most experienced folks in our community. If you’re already a Compendium user, or if you’re interested in learning more, I strongly encourage you to register and attend.    (M5F)

May 14-16 is Internet Identity Workshop 2007a, once again at the Computer History Museum in Mountain View. There will be some major Identity Commons announcements there, as well as cool demonstrations of the latest advancements in interoperable Digital Identity systems. If you’re at all interested in the identity space, I strongly urge you to register.    (M7H)

I get a day to recover, then it’s off to Montreal May 18-20 for RoCoCo (RecentChangesCamp Montreal), hanging out with my fellow Wiki compatriots and other community builders. I’ll be releasing a vision paper on Wiki interoperability that same week. I’ve had tremendous fun researching and writing it, and I can’t wait to hear my community’s reaction to it.    (M5G)

Finally, I just joined the advisory board of Tiffany Von Emmel‘s Dream Fish. They’ll be holding a workshop on Leadership for Sustainability on May 30 in San Francisco. It will feature four outstanding teachers, including Alexander Laszlo and Kathia Laszlo, two of the smartest and most decent people I’ve ever met. Register before the end of this month for a discount.    (M5H)

Group Information Hygiene

Last August, I wrote:    (LPS)

When we founded BlueOxenAssociates, we were supposed to be a place for those on the cutting edge of collaboration. I quickly discovered that most people who want or claim to be on the cutting edge are held back by poor PersonalInformationHygiene. People need to start with themselves before they worry about the group if they want to improve their ability to collaborate. (This is a general theme that extends beyond KnowledgeManagement.)  T    (LPT)

Poor Personal Information Hygiene can often interfere with group trust, and trust is a prerequisite for good collaboration.    (LPU)

In an ideal world, everyone on your team would be masters of Personal Information Hygiene, but in reality, that’s rarely the case. Frankly, I’m not sure if it’s always desirable. People have different kinds of intelligences, and it may be that certain kinds of intelligences are critical to a high-performance team, but are also orthogonal to good Personal Information Hygiene.    (LPV)

Is it possible to have good Group Information Hygiene if people on a team have poor Personal Information Hygiene? Moreover, is it possible for the whole to be greater than the sum?    (LPW)

You all know what my answers are.    (LPX)

Part of the MGTaylor facilitation philosophy is to offload all potential distractions so that the participants may focus entirely on the task at hand. When you attend an MGTaylor Design Shop, there are several Knowledge Workers present, who are responsible for managing the distractions (among other things). They set up and reset the environment. They scribe your conversations. They manage the clock.    (LPY)

The philosophy is not exclusive to MGTaylor. The Aspen Institute follows a similar process. So do high-level politicians and actors in big-budget films, where their schedules are minutely managed so that they can focus entirely on acting… er, and policy-making. So do fancy restaurants. The food at Gary Danko in San Francisco is fantastic, but the service is unbelievable. There are literally six servers hiding in the shadows, anticipating your needs and making sure your table space is always pristine. Your glass is always full. Your napkin is always folded. If you’re about to go to the bathroom, a server will pull out your chair and point you in the right direction. Remarkably, they pull this off without being overbearing and creepy.    (LPZ)

We can debate whether or not this is always a good thing. (I think the answer is no.) We can certainly agree that this level of service is not always practical. What’s indisputable is that in a collaborative situation, these things need to be done by somebody. The question is by whom?    (LQ0)

The Sacrificial Lamb (stolen from Jim Coplien and Neil Harrison‘s SacrificeOnePerson pattern) is both a pattern and an antipattern. Most of us are familiar with it as an antipattern, where someone “takes one for the team” and essentially does someone else’s job because that other person isn’t doing it. (We discussed this in great detail at last year’s St. Louis Collaboratory workshop.)    (LQ1)

When it’s a result of broken trust, Sacrificial Lamb is short-term positive, because the job gets done, but it’s long-term negative because it hurts your working chemistry and often overloads your most productive team members. When it’s intentional and explicit, it’s net positive, because it’s not breaking any trust relationships. The essence of Jim and Neil’s pattern is that instead of dividing the necessary but dreary tasks among multiple peers, you designate one person as the Sacrificial Lamb and that person handles all of those tasks, at least for one cycle. You increase the likelihood of the tasks getting done and getting done well, and you increase the productivity of your other team members. If done right, the whole will be greater than the sum. The Knowledge Workers in the MGTaylor process are essentially Sacrificial Lambs.    (LQ2)

The role of the Sacrificial Lamb is most often to maintain good Group Information Hygiene. Project managers will find this role familiar. For example, when scheduling meetings, you send frequent reminders, both to compensate for others who are not good at maintaining their own calendars and to correct potential miscommunications. These tasks are laborious, but they’re necessary for High-Performance Collaboration.    (LQ3)

Collaboration can be a difficult thing to measure, but measuring Group Information Hygiene is relatively easy. I used metrics associated with Group Information Hygiene extensively with a client last year as one indication of the state of collaboration within the community and the potential for improvement in the future. Poor Group Information Hygiene is a natural obstacle to scale.    (LQ4)

Folksonomy Taxonomy Philosophy

I love playing The Book of Questions types of games with friends and colleagues, but when it comes to answering those types of questions myself, I’m a terrible waffler. When I play these games with my friend, Steph, she often complains scornfully, “You’re such a ‘P’.” “P” refers to the “Perceiving” Myers-Briggs personality type, which refers to folks who are highly context-sensitive (also known as “wafflers”).    (LNM)

Suffice it to say, I hate truisms (except for that one). You could even call me a “philosophical relativist,” which according to Elaine Peterson, would make me a fan of folksonomies. Also true. And in a metaphysical twist that will drive the less philosophically-inclined (and Steph) crazy, if you were to ask me if folksonomies were better than taxonomies, I would respond, “That’s not a valid question.” Folksonomies and taxonomies are not quite apples and oranges, but they’re not apples and apples either. Debating the two is intellectually interesting, but it obscures the real opportunity, which is understanding how the two could potentially augment each other.    (LNN)

The impetus for this little outburst is Gavin Clabaugh‘s recent piece on folksonomies. Gavin (who cites Peterson’s essay) argues that taxonomies are better for finding information than folksonomies. Do I agree with that? It depends. Clay Shirky outlined some situations when taxonomies are better for search and vice-versa in his excellent essay, “Ontology is Overrated: Categories, Links, and Tags”.    (LNO)

What troubles me about the claim at all is that it highlights a distinction that I find to be misleading. In Elaine Peterson‘s essay, “Beneath the Metadata: Some Philosophical Problems with Folksonomy,” the main problem she cites has to do with philosophical relativism. Folksonomies allow it; traditional classification does not.    (LNP)

What is philosophical relativism? If I show you a picture of a mono-colored object, is it possible for that object to be both black and white? If you answered yes, you’re a philosophical relativist.    (LNQ)

On the surface, “philosophical relativist” might sound like another term for “dumb as hell.” But, what if the picture was of a person? And what if that person had an African-American father and a Caucasian mother? Now is it possible to classify this photo as both “black” and “white”?    (LNR)

Language is highly context-sensitive. Philosophical relativists acknowledge this. Believe it or not, so do librarians and traditional taxonomists. A taxonomy attempts to make classification more useful by restricting the scope to a single context. If you happen to be operating within that context, then this works great. There are plenty of situations when this is the case (Gavin cites the medical community, which is a great example), but there are also plenty of situations when it’s not.    (LNS)

Folksonomies allow for multiple contexts, but that does not make them inherently less useful than taxonomies. As Clay points out in his essay, in practice, there’s a long tail of tags applied to different concepts. If something is tagged “black” by 98 people and “white” by two, you can be pretty sure that the object in question is “black.” Scale essentially transforms a folksonomy into a taxonomy with a little bit of noise that can easily be filtered out (if desired).    (LNT)

Frankly, I think the concern is less about whether taxonomies are inherently better than folksonomies and more about whether so-called experts should have a role in constructing taxonomies. Gavin also alludes to this, when he describes a conversation with two friends in a San Francisco coffee shop. (I don’t want to out those friends, but I will say that one of them runs a company named after the faithful companion of a certain oversized lumberjack from American folklore. I will also say that Gavin is an outstanding tea companion, and that we’re working on a project that has very little to do with folksonomies, but that will make the world a much better place regardless.)    (LNU)

Gavin’s friends suggested that folksonomies were a great way of collaboratively developing a taxonomy. Gavin partially agreed, but expressed some doubt, stating:    (LNV)

Rather than the wisdom of a crowd, I’d recommend the wisdom of a few experts within that crowd. In the end you’d end up with a more accurate and useful taxonomy, with half of the wasted bandwidth, and in probably a tenth of the time.    (LNW)

I can actually think of many situations where I would agree with this. One is Pandora, the music recommendation service built on top of the Music Genome Project. The Music Genome Project is a formal ontology for classifying music developed by 50 musician-analysts over seven years. By all accounts, the service is extraordinarily good. Chris Allen sang its praises to me at the last WikiWednesday, and it was all the rage at the original Bar Camp.    (LNX)

But having experts involved doesn’t preclude using a folksonomy to develop a taxonomy. Is a folksonomy developed by a small group of experts any less of a folksonomy?    (LNY)

In 2002, Kay-Yut Chen, Leslie Fine, and Bernardo Huberman developed a prediction market using Wisdom of Crowds techniques for financial forecasting of a division of HP. The market was 40 percent more accurate than the company’s official forecast. The catch? The people playing the market were the same people doing the official forecast. The difference was not in who was doing the predicting; the difference was in the process.    (LNZ)

I’m a historian by background. I have a great appreciation for the lessons of the past, which is reflected in my patterns-based approach towards improving collaboration. Five years ago, I reviewed Elaine Svenonius‘s wonderful book, The Intellectual Foundation of Information Organization, where I wrote:    (LO0)

Fortunately, a small segment of our population, librarians, has been dealing with the problem of information organization since 2000 B.C. Who better to turn to in our time of need than people with thousands of years of accumulated expertise and experience?    (LO1)

There is a tremendous amount of past knowledge that I’m afraid is being passed off as trite and irrelevant, when in fact it is even more relevant today. How many people building tagging systems know about Faceted Classification? How many of these developers know of Doug Lenat‘s brilliant research on Cyc, or that a huge subset of the Cyc ontology is open source? On the flip side, how many librarians and ontologists are needlessly dismissing folksonomies as not as good, and hence irrelevant?    (LO2)

Philosophical debates over taxonomy and folksonomy are exactly that: philosophy. I love philosophy. I enjoyed Peterson’s essay, and I’d recommend it to others. Curiously enough, David Weinberger, one of folksonomy’s foremost evangelists, is also a philosopher by background. (Read his response to Peterson’s essay.)    (LO3)

However, philosophy sometimes obscures reality, or worse yet, opportunity. We should be focusing our efforts on understanding how taxonomies and folksonomies can augment each other, not on picking sides.    (LO4)

Standards of Education

Last November, Sunlight Foundation organized a meeting in San Francisco centered around Open Data / Open Government (dubbed “ODOG”). As what might be expected at a gathering of excellent people facilitated by Allen Gunn, it was a terrific event. While we covered tons of interesting ground, the thing that stood out for me the most was something that Salim Ismail said.    (LMP)

Salim suggested that the two prerequisites for an effective democracy were access to information and educated citizens. He then noted that he had lived a third of his life in the U.S., a third in India, and a third in Europe, and of all three locations, the U.S. had the least educated citizenry.    (LMQ)

I found myself citing Salim a week later in a spirited conversation about the state of the world with a friend, who challenged me to define exactly what I meant by an educated citizenry. I thought for a moment, then responded, “I will consider our citizenry educated when over 90 percent of Americans can identify the U.S. on a world map.”    (LMR)

I don’t know what the exact metric should be, but the essence of the metric should be clear. Last year, the National Geographic Society sponsored a study of geographic literacy in this country. The results?    (LMS)

  • 63 percent of Americans aged 18 to 24 could not identify Iraq on a map of the Middle East.    (LMT)
  • 50 percent could not identify New York on a map of the United States.    (LMU)

A few years ago, I learned of another horrifying stat. 52 percent of Japanese primary and secondary students have never seen a sunset or a sunrise. That’s up from an equally horrifying 41 percent in 1991.    (LMV)

Folks in my business like to draw distinctions between information and knowledge, or knowledge and wisdom. Whatever you call the ends of the spectrum, the pattern is the same. As you move towards knowledge and wisdom, the secret sauce is context, meaning, and actionability.    (LMW)

Context is a funny creature. I can use all sorts of data and rhetoric to justify or oppose war, but the fact that my grandfather was kidnapped and killed by North Koreans during the Korean War certainly colors my judgement. I don’t claim any moral superiority in my opinions, but I certainly have context that not everyone has, and the essence of that context is very human.    (LMX)

I’d like people to have at least some human context before making judgements of import. At minimum, I think people should be able to identify a country on a map before expressing opposition or support for attacking it. At maximum, I think people should know others from that country, or even better, have spent time there themselves. I think people should experience at least one sunset or sunrise before expressing judgement about environment policy.    (LMY)

Blue Oxen’s 4th Anniversary

A few weeks ago, about 50 friends and colleagues — including co-founder Chris Dent, visiting from Seattle — joined us at Chris Messina and Tara Hunt‘s gorgeous new office in San Francisco, Citizen Space, to help celebrate Blue Oxen Associates‘ 4th anniversary. Thanks to all who came and to all who sent well-wishes. Thanks especially to Chris and Tara for being such great, generous hosts, and thanks to Tara Anderson for handling all of the logistics. Pictures are up on Flickr, and there’s a funny video of some late night, after-party silliness as well.    (LLX)

Of course, being a Blue Oxen event, there had to be a “group exercise.” This year, Kaliya Hamlin led us through an incredibly moving one. She asked all of us to take a moment and write down a meaningful thing that happened to us this past year. She then asked us to write down something we hope will happen next year. Everyone then posted them on the whiteboard for all to see and share.    (LLY)

A few people signed their notes, but most of them left theirs anonymous. Some notes were easy to identify, but most still leave me wondering who wrote them. Some notes were business-related. Many were deeply personal. Some notes were knee slappers. Others were heart-wrenching. People wrote about relationships, both good and bad. They wrote about losing family members and about surviving cancer. They expressed both despair and hope.    (LLZ)

What the exercise did was raise the group consciousness. I knew almost everyone in the room, most of them well, and over the past year, I interacted regularly with many of them. Yet this simple exercise surfaced many things about the people in my community I didn’t know. It changed the way I looked at everyone in the room, and it reminded all of us of our humanity.    (LM0)

Great group exercises not only surface interesting content, but also elicit surprising behavior. Jonas Luster started the process by drawing connections between cards of people he thought should connect. I don’t know how many people connected through the wall, but I know some did.    (LM1)

Due to the hustle and bustle of being the host of the party, I didn’t have a chance to contribute my own meaningful moments to the wall, so I thought I’d rectify that here. My list is long. Most of my moments consist of late-night conversations with friends and colleagues over dinner, over drinks, and over the phone, covering everything from concrete topical challenges to philosophical ramblings to general silliness. Just thinking about many of these moments brings a smile to my face.    (LM2)

If I had to sum up all of the meaningful moments from the past year into one sentence, it would be this:    (LM3)

I’m grateful that my relationships with many of my work colleagues have evolved into true friendships.    (LM4)

I’m a firm believer in professionalism, which often translates into a wall between myself and my colleagues. It’s my personal manifestation of the Intimacy Gradient, and my wall is probably a bit higher than others. Nevertheless, I do let down my guard over time. It’s never planned. It’s just something that happens organically over time, a natural deepening of trust past a personal threshold. When it happens, it’s always incredibly enriching. It happened a lot this past year.    (LM5)

I am so grateful to have such high-quality and supportive people in my life. It makes me all the more motivated to chase my dreams, to continue to learn and improve, and to contribute as much as I can to this world. I’ve discovered something that’s special and important, and I’m not even close to fully understanding it. I’m going to work my butt off until I do, and I’m going to share what I learn as widely as possible.    (LM6)