LIVE Interviews Online A Live Interviews Online Site Powered by Forum One http://interviews.liveinterviewsonline.com/ Thu, 11 Mar 2010 22:48:34 +0100 SyntaxCMS via FeedCreator 1.7.2 Dueling Platforms and a Dash of Transparency http://interviews.liveinterviewsonline.com/content/interview/detail/1699/ ManyEyes. Ask him about this approach, his work on homeland security, or your own data concerns.

Stephenson will be speaking at Forum One's seminar Web Sites Without Walls on Sept. 9, 2008.
Dave Witzel, Moderator:
David, thanks for being with us today.
W. David Stephenson:
Hi, Dave -- want to start off by thanking my high school typing (that's what it was in the day...) teacher, Mrs. Taughner, for giving me nimble fingers.
Dave Witzel, Moderator:
Can you give us a little bit of background? How did you come to think about data, transparency, and government?
W. David Stephenson:
I came to this work through my work on what I call "networked homeland security," which argues that the advent of networked communication devices and Web 2.0 apps, especially mobile social network ones, have fundamentally changed the relationship of government and the people, and have empowered us whether government wants that or not.

When I first found out about what I guess we'll call "public data" -- ie, public release of data streams in easily-used formats such as XML, RSS and KML, that seemed to be a logical extension of the same change toward empowering the public and unleashing the "wisdom of crowds"
Dave Witzel, Moderator:
Are any groups in government doing a good job with data sharing?
W. David Stephenson:
In the US, there are only a few government agencies (TO MY KNOWLEDGE -- WOULD LOVE TO KNOW OF OTHERS!!) working actively in this area. The RI Secretary of State, for example, releases a wide range of data streams, but they don't provide a lot of information on how to use them, so it's largely for the geek population.

In the US, the best example is the District of Columbia: its Citywide Data Warehouse releases -- at last count -- 216 different REAL-TIME (that's important, because real-time data allows you to interpret the data in real-time (duh) and that allows any analyses to really be valuable management tools, rather than just historical.

However, bar none, the most creative effort of this sort that I'm aware of is in the UK, where the government is actually asking the public for our ideas !!! on how to use public data better to serve the public interest. The "Show Us a Better Way" competition is actually posting the entries to the web as they are received (compare that to most contests, where only the judges ever see any but the winning entries), so that the public in essence already "wins" by learning a wide range of practical and impractical ideas, and they're offering a sizeable pot of money to the best ideas to begin their implementation. I hope that this gains a huge amount of attention, and that it forces the new US president to follow suit!
Dave Witzel, Moderator:
We are lucky enough to have you with us in September for our Web Executive Seminar at the National Press Club. What topics are most important to discuss there?
W. David Stephenson:
It seems to me that -- as the tremendous number of creative Google mashups that have been created in just a few years demonstrates -- there are limitless ways in which data can be used, by entrepreneurs, by watchdog groups such as the Sunlight Foundation, and by people with a strong interest in a given subject, to analyze possible trends, convergences, causality, etc. As a result, almost any kind of data stream that doesn't affect security or personal privacy is probably fair game for release in easy-to-use streams such as XML, KML and RSS. I'll be urging the attendees to err on the expansive side: you should have to justify keeping a data stream private, rather than the reverse!
Dave Witzel, Moderator:
There has been a back & forth argument kicked off by a paper from Princeton that the government shouldn't worry about producing websites, just release the data. Where do you stand on this?
W. David Stephenson:
Bear in mind that David Robinson, the lead author, is a self-described libertarian, and thus isn't a huge fan of government in general, so it's understandable that he'd take a position (OK, this is an over-simplification) that the best thing government can do is to publish data streams and then get out of the way of activist groups and entrepreneurs who can interpret it.

I think that under-estimates the way that smart government employees can use data internally to do a better job. I forgot to mention that Vivek Kundra, the DC CTO (who will be on the 9/9 panel!) is doing a great job of using data streams internally to undercut agency and program "silos," encourage collaboration, empower individuals, etc, with demonstrable benefits in terms of more efficient government operations, better services, etc!
Dave Witzel, Moderator:
What are the (real) reasons organizations might keep data streams private?
W. David Stephenson:
Number one, understandably, would be fear of the unknown. This might seem risky if you've never done it before, and they also worry that statistics might be taken out of context (as if government officials hadn't ever done that themselves....) That's why I favor an approach of releasing the data internally first, as DC has done. That way you'll see some of the potential benefits, get familiar, understand possible pitfalls, etc. THEN release them publicly.

However, for those who still don't want to do it, I answer that ALL YOUR DATA ARE BELONG TO US!!! -- smart folks can already "scrape" much of it from other sources. If that's the case, I think the battle is already lost, and agencies would instead be smart to start enjoying some of the benefits of releasing it.

BTW: I don't want to underestimate the critical importance of a rigorous review process so that data relating to national security or personal privacy is protected -- much better than it is at present!
Dave Witzel, Moderator:
What have you done (or are hoping to do) with the Democratic Party Platform?
W. David Stephenson:
This little exercise resulted in some munching on humble pie on my part: the Obama campaign specifically endorses public streaming of data in its position paper on transparency and technology. I thought it would be cool to not wait for next January to test this commitment, so I set up a "topic hub" on IBM's "Many Eyes" data visualization site, called "Obama platform," linked in a wide range of data that others had already posted to other "topic hubs," relating to issues as varied as foreign aid, mortgage foreclosures, etc., and then invited people who were participating in the Obama "Listening to America" project to involve the public in writing the Democratic Platform to contribute their own data, use the Many Eyes visualization tools, and -- most important -- to discuss them using the site's threaded discussions.

I found out what happens if you create a data hub that falls in the forest and no one hears it -- to my knowledge it hasn't been used, but hope springs eternal!
Dave Witzel, Moderator:
You've posted that you really like the UK's "Show Us a Better Way" competition. What's so cool about it?
W. David Stephenson:
1) they are showing a tremendous amount of humility in running the event: check the site for the exact verbiage -- but, in essence, they're saying you (us) have much better ideas than we do (that may be a little too Uriah Heep, obsequious, and selling bureaucrats short, but you get the picture)
2) the way they're publicizing it and offering cash prizes should raise visibility (and, subsequently, the pressure to deliver on new projects!)
3) most important, I forgot to mention that they're coupling the contest with massive releases of new data streams, which will continue to be available long after the contest is over.

Years ago I was in PR, and it strikes me that this is a bit of razzle-dazzle with real substance, and I hope it will kick off a series of virtuous competition in which other governments around the world will also release data and offer prizes.

Let 1,000 mashups bloom!
Dennis McDonald:
David, back in the day, arguments frequently arose about the role the private sector should play in providing access to "government information." Issues like ownership, republishing rights, and what the private sector did in terms of "adding value" were hot topics when digital files were starting to become available in earnest in the 1970's and 1980's. Nowadays, as you've been pointing out, there's a lot that government agencies can do all by themselves to make public data available. Do you think the private sector still has a role to play in making government data available, and if so, what should that role be?
W. David Stephenson:
I do think the private sector has a role, but it ought to be on an even footing. When you have widespread release of public data, big companies can run with it, but so can individuals such as Rami Tabello in Toronto, who pursues illegal billboards, or the Council on National Priorities (hope I've got the name right on them )-- an activist group in Northampton, MA that does clever ways of illustrating guns and butter trade offs on national spending.

It's great if entrepreneurs can create profitable new services from this data (Google should be all over this...), but let's make sure EVERYONE has the same access.
Dave Witzel, Moderator:
Can you give us a couple of sites you like that promote or demonstrate data sharing?
W. David Stephenson:
I really like the IBM Many Eyes site (Swivel is also good, but I started using Many Eyes first and never really found a reason to leave...) because it offers a wide range of visualization styles (so you can experiment until you find one that seems best able to convey your point. It also requires that you post the URL where you got the data, so others can check to make sure you didn't doctor it.

Perhaps the most important thing, however, is the number of Web 2.0 tools that it uses: tagging, "topic hubs," and threaded discussions. They have a great mission statement that say that, as cool as any data visualization is, it really comes alive when it is shared by a community. I think that's true, and that the general public includes so many different perspectives, life experiences, expertise, etc., that the chance of totally novel insights resulting from the "wisdom of crowds" emerging from this dialogue is perhaps THE most important benefit of public data & data visualizations.

I don't know of ANY governmental site (my bet will be that the UK will be the first to pull it off...) that equals Many Eyes in this regard, so until some agency does pick up the challenge, Many Eyes is a great place for people who want to try the approach to do so. I ain't no stinkin' statistician (although I sure have a lot more respect for them now and am trying to really get up to speed!), but it took me less than an hour to find statistics, scrape them, upload them to Many Eyes, and do my first visualization. Try it yourself, folks!
Dave Witzel, Moderator:
David, this is really great stuff. Thanks for taking time to join us. Looking forward to seeing you in September!
W. David Stephenson:
Thanks, David. I hope that a lot of people in the DC area join us. Vivek is really pioneering transparent, data-driven government, and it promises to be a lively seminar!
More of W. David Stephenson's writing, speaking, and work.]]>
W. David Stephenson Wed, 06 Aug 2008 19:00:00 +0100
Mozilla Foundation, but for Government http://interviews.liveinterviewsonline.com/content/interview/detail/1633/ Why I Help “The Man”, and Why You Should Too" which caught a fair amount of attention. Feedback about the essay has encouraged him on a next step, to create a Mozilla Foundation-like entity to manage open source software focused on the government. In his free time he runs Readable Laws (Legislation in plain English) and Speechology.org (User-powered analysis of political debates, speeches and campaign ads.).

Ask him what, why, and how we can help.

Dave Witzel, Moderator:
Hi Matt. Thanks for taking questions today.
Matthew Burton:
Hi Dave, thanks for bringing me in. Let's get to it!
Dave Witzel, Moderator:
Your essay, 'Why I Help "The Man"' has caused a stir. Tell us about feedback you've received.
Matthew Burton:
A few government employees said it was a morale boost, so that was fantastic. At the end of the article, I asked people who were interested in two aspects of the article to write to me and voice their interest. I've gotten a good response to that request.

Finally, some people, both in comments and via email, disagreed with my arguments and/or the ideas. What's great, though, is that all such criticisms were constructive. There was zero bickering or ad hominem attacks, which, having blogged in the past about government and politics, was a huge surprise for me.
Dave Witzel, Moderator:
What kind of reaction have you gotten to the Govzilla or Mozilla for Government idea?
Matthew Burton:
Overwhelmingly positive, especially from those outside the government. I've gotten great feedback from everyone from government reformers to everyday programmers to founding fathers of the open source movement.

My friends in the government, who are primarily in the Intelligence Community, have stopped short of a full-out endorsement of it. But they are definitely open to using more open source software...as long as it comes from a trusted source. That's one of the reasons why I want to create an organization with a formal government relationship.
Mark Murphy:
Do you envision this solely for creating custom software for the US Federal government, or would it encompass the creation of COTS software for use by municipalities, counties, and the like?
Matthew Burton:
Hi Mark. State and local governments could absolutely participate. There are a few reasons why most of my words about it have focused on the federal level:

-That's where I have experience
-That's where all of the high-profile government software screw-ups have happened. In other words, their projects waste more money than state ones, and using such examples is a better way to convince people of the need for this project.
-Their work affects people nationwide--worldwide, even. So it's easier to attract possible programmers if they know their work will have a larger impact.

On the other hand, it might be easier to attract local programmers for local projects. Local governments will probably have less red tape than the Feds as well. So yes, I am definitely open to working with non-federal agencies.
DanielF:
How do you get started with an organization like the one you propose?
Matthew Burton:
Two things:

-First, I'm looking for funding to help me develop the project and promote the idea.

-Second, I'm researching what sort of legal entity the organization should be, how it should be funded, etc. This seems trivial, but when dealing with the government procurement process, your corporate structure could be the difference maker. Government procurement is a very murky world. I'm sure that even if a government office would love to work with us, their ability to do so could hinge on the most arcane of legal matters ("Oh, sorry...you didn't check Box 47f. Deal's off."). Therefore, I'm reaching out to people with government contracting and procurement experience to find out how to do get this project off on the right foot.
Josh Knowles:
How would this foundation fight both the public perception (it seems) that open source software is somehow less secure or of lower quality because of its openness -and- the muscle of the entrenched companies who already provide closed-source government software and may be reluctant to so easily let go of their business models?
Matthew Burton:
Josh,

you've struck at the heart of the matter. The two challenges you mention are precisely my motivations. I want to open the government's eyes to a new and better way of doing things, and I want to decrease the influence of the military-industrial complex and keep them from pilfering taxpayer dollars.

I have an answer for the first one. A necessary part of marketing the project will be talking to government managers and teaching them the facts about open source. I expect to encounter lots of skeptics who believe open source is low quality, is unsafe, etc. They need someone to explain the concept to them, so this project would be a good way to do that. Even if a certain person isn't willing to do a project with us, at least we have an opportunity to teach them the facts about open source.

Another way to fight it is in how we develop. Lots of open source projects allow for anonymous contributions, and government friends have told me this makes them skittish. So a low identity-based barrier to entry might be necessary if you want to contribute code to government projects.

As for the second challenge, I don't expect our financial resources to compete with the likes of SAIC, Booz Allen, Lockheed Martin, etc. But we can provide some things they can't--or, at least, aren't very good at: Our programmers will come from a bigger and better talent pool. The Release Early, Release Often philosophy will let us respond to user feedback as we develop each project. Change requests can be made and deployed within hours instead of months. And then there's the whole "free" thing.

I realize, however, this "muscle" you speak of might be used subversively. If that happens, I have no idea how I'll react to it. But I do know that if it does happen, it means this project has arrived.
Dan Phiffer:
Open source developers contribute to projects for a variety of reasons, but for many it's about promoting something that's personally meaningful. Have you thought of specific projects that might catch the attention of the hacktivist set?

And a related question, are there existing projects underway? It seems like the idea of open source voting machines is out there, but is anyone actually writing code for it?
Matthew Burton:
Dan,

you mentioned a stellar prospect for a pilot project. Voting reform would definitely attract hacktivists. There are a few movements afoot to create an open source voting mechanism, but I don't know how far along they are, whether they're simply pushing for it versus actually building it, etc. If it were adopted, it would do wonders to fight the open source stigma that Josh mentioned: if the government trusts it to run our elections, they can probably trust it for other things as well.

That said, any project that addresses a visible public concern would be a good pilot. Two possibilities:

-anything that helps an agency improve its FOIA process
-a better way to manage Homeland Security's No Fly List (which topped 1 million people last week)
Dave Witzel, Moderator:
Why do you think that software is an important part of renovating government?
Matthew Burton:
I used to be a government employee, and, like many organizations, EVERYTHING revolved around our systems. Searching for information, finding people, emailing them, finding out who knows what, distributing knowledge...all of that relied on a good network and good software.

We, however, barely got by using a bad network and bad software. As I wrote in the Man essay, almost every government employee does their job with a computer. And if the computers they're using aren't fit for their jobs, they can't be expected to do those jobs well. That's why improving systems will improve government.

In the long run, I also hope that this project will teach government managers that good results need not be expensive. This lesson would do wonders for public confidence and pocketbooks.
Dave Witzel, Moderator:
I started to refer to the software project as Govzilla, a term I'd seen you use. But I see that govzilla.org already exists. Have you talked with them? Any other thoughts for project names?
Matthew Burton:
Yeah, I haven't really come up with a good name yet. I'm not the branding type. So if anyone has any ideas, I'd love to hear them.

(govzilla.org appears to have been parked by spammers posing as government employee benefits providers.)
Dave Witzel, Moderator:
What is Readable Laws?
Matthew Burton:
ReadableLaws was my Masters thesis from ITP. It's a Wikipedia-like site that lets people read laws in plain English, along with an explanation of their practical implications.

It was born from an idea proposed by Jay Rosen: wouldn't it be great if we actually read the laws passed by Congress? This idea intrigued me, because it's so simple, so essential, and yet so infuriating that it's not already happening: bills are way too long and complex for regular people to understand, and the senators and representatives who vote on them often don't read them either.

There are a few other Congressional information sites out there, some of which have much more visibility than ReadableLaws. So lately I've been talking with those people about integrating the RL concept into their sites.
Dave Witzel, Moderator:
What is Speechology about?
Matthew Burton:
Speechology is about two things: building a video archive of campaign ads and debates, and subjecting those videos to public scrutiny. Campaign ads are full of quotes and headlines taken out of context. Debates are supposed to be about informing voters about candidates' records and viewpoints. But instead, candidates usually simply ignore the question and reframe it in order to attack their opponents.

These videos deserve scrutiny. At Speechology, you can not only see every TV-based presidential campaign ad and debate, but you can find out truthful they are as well. We do this by letting users post their own research and analyses.

Dan Phiffer and I launched the project about a month ago, and it's going pretty well so far. We got a small grant from the Sunlight Foundation to help us out. We also want to expand beyond the presidential race and archive Congressional campaign videos as well.
Dave Witzel, Moderator:
What do you think are the first few modules of the open source for gov't platform? Where are the low-hanging fruit?
Matthew Burton:
Aside from the ones I mentioned in response to Dan's earlier question, I've thought about making some simple things to help government employees communicate and manage projects. Think of it as a 37Signals for the government. You'd think that they would have good tools for simple things like chat, but they don't.
Dave Witzel, Moderator:
I've wondered about an open source program to help the Census Bureau collect data. The commercial program collapsed a couple months ago.
Matthew Burton:
I'll add it to the list. Before proposing this idea, I knew of a few embarrassing failures, but ever since mentioning the idea, I've learned of several others. In the coming weeks, I need to hide in the library and read up on them. Let's talk about the census mishap offline sometime soon.
Dave Witzel, Moderator:
Can you tell us about the ACH project? When will the wraps come off it?
Matthew Burton:
Analysis of Competing Hypotheses is an analytical technique developed by Richards Heuer, a CIA veteran. The technique helps you consider many different hypotheses and track them against many pieces of evidence, which is helpful not just for intelligence analysts, but for anyone whose job it is to solve problems.

Heuer found me and asked me to build a Web-based platform for this technique, so that multiple people could share information, collaboratively solve a problem, and hammer out their differences.

We've been developing it for the past year as a pilot program for the Intelligence Community's much talked-about A-Space project. It will be ready for public (and corporate) use in a matter of weeks.
Dave Witzel, Moderator:
Matt, I applaud your energy and vision. Best of luck making it all happen. And thanks for taking time to answer questions.
Matthew Burton:
Thanks, Dave. I appreciate the opportunity to get the word out.
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Matthew Burton Wed, 23 Jul 2008 18:00:00 +0100
The Open House Project http://interviews.liveinterviewsonline.com/content/interview/detail/1577/ Sunlight Foundation, leads the Open House Project which is a collaborative effort by government and legislative information experts, congressional staff, non-profit organizers and bloggers to study how the House of Representatives currently integrates the Internet into its operations, and to suggest attainable reforms to promote public access to its work and members.

The Open House Project’s goal is not to radically rework every congressional procedure. The operating principle of its work is known as Paving the Cowpaths. Its recommendations include some very unobtrusive ways to open up the House.

Ask John about the project and its progress.
Dave Witzel, Moderator:
Welcome, John. Thanks for taking time to take questions today.
John Wonderlich:
Thanks! Happy to do so.
Dave Witzel, Moderator:
John, how did you get started with the Open House Project? Did you found it?
John Wonderlich:
The Open House Project started because many different people were all trying to address the same sorts of issues: redefining accessibility and openness in light of the increasingly relevant Internet. I wouldn't want to claim to have founded something so community driven. It grew out of individual efforts that discovered a shared interest in developing recommendations for the 110th Congress. I was working with a community of citizen activists on Daily Kos, a project we called the Congressional Committees Project, and initially connected with Pelosi's staff, The Sunlight Foundation, Matt Stoller, David All, and Rob Bluey, and the project rapidly expanded to include many other citizens and staffers with an interest in congressional technology.
Matthew Burton:
Hey John,

I'm about to launch a project with a few parallels to OHP. You've probably experienced one of my expected hurdles: finding insiders who can make your project a true priority, can sustain their enthusiasm under the crunch of their everyday jobs, and can still find the time to respond quickly to your emails...as opposed to those who initially promise big things, but eventually let it become a half-hearted side project that takes a back seat to their everyday duties.

What have you learned about how to keep very busy people enthusiastic about your ideas?
John Wonderlich:
I've grown used to dealing with Congress's idiosyncratic attention span, since their agenda is defined by a shifting agenda and justified partisan maneuvering; that's what to expect from the way Congress is structured.

Given that structure, the way something exists as a "true priority" in Congress is much different than what that looks like in other contexts.

Working with others necessarily involves understanding that their priorities need to be fungible, and that an unanswered email to a staffer should never be taken as a sign of neglect.

That said, one of the great surprises for me after relocating to DC was that congressional staff are some of our staunchest allies, and that public access and staff (and Member) IT resources are integrally linked. For example, if a more robust congressional video processing system existed, then members and staff could do a better job of what's happening on the floor and in the various committee hearings they're scheduled to attend, often in conflict with one another.

My practical advice, though, is to recognize the different kinds of interests insiders have in what your work is, and to treat them as assets and allies. Volunteering to help, or sharing information, is always a good idea.
Nancy Scola:
John, this week there has been a dust-up in the House of Representatives over whether members of Congress are permitted under House rules to make use of third-party web tools like Twitter and Qik. The conflict began when a Republican congressman by the name of John Culberson complained on Twitter about the House's Democratic leadership's supposed attempts to shut him down. You talk about paving the cow paths, but when it comes to Congress how do you avoid getting into partisan battles even where you're attempting what might look like obvious, non-partisan reforms?
John Wonderlich:
Some partisan fights are inevitable, and to be expected. The electoral imperative is the built in incentive structure for representative government.

"Paving the Cowpaths", or what I sometimes call "practical attainable or incremental reform" has served the Open House Project well as a central theme, since consensus is easier to organize around than brainstorming.

Both parties are free to politicize government reform issues as much as they want, and they'll have to answer to an electorate inasmuch as any bad-faith participation is understood by their constituencies. Our focus, however, is on the underlying issues behind the struggles, which often overlap far more than the arguments make it seem.

Republicans and Democrats can embrace technology kicking and screaming, or they can do it holding hands, or one party can drag the other onward despite heel-dragging. Facilitating reform is the project's primary goal.
Dave Witzel, Moderator:
I'm still wrestling with the "pave the cowpaths" strategy of change. Can you implement new technology without changing how things are done?
John Wonderlich:
No. I think there are some fundamental changes happening, and a big part of that involves having Representatives and staffers who understand and use technology.

As a general principle though, finding the first levers to push on from a public perspective was something largely missing from the dialog about government.

Ongoing government reform will involve visionary ideas, administrative minutae, and political struggles, and an appeal to any one of those catalysts will always involve the others, at least obliquely.

The new communities that we're seeing developing through technology (to borrow from Clay Shirky's Here Comes Everybody) are able to form and dissolve with much more agility than traditionally possible. This means that an organizations identity is more malleable, and more able to engage in whatever the situation calls for more easily, rather than being stuck in an academic, or advocacy, or legalistic framework. We can pick and choose the best features.
Dave Witzel, Moderator:
What is the Open House Project's relationship with the Sunlight Foundation?
John Wonderlich:
The Open House Project is a project of the Sunlight Foundation, so the relationship couldn't be closer.
Dave Witzel, Moderator:
What is the reaction to your work from House staffers? Do they see you as a threat?
John Wonderlich:
The reaction overall has been really positive. Staffers often think about these issues tangentially to the rest of their work, wondering why the Congressional Record isn't text-searchable, or why there's no centralized list of all upcoming committee hearings, or lists of all organizations that have endorsed specific bills.

Many of them appreciate an external context in which to bring up these concerns, even anonymously.
Dave Witzel, Moderator:
What relationship does OHP have with Lawrence Lessig's "Change Congress"?
John Wonderlich:
Several of their platform positions are outside the purview of the transparency reform issue, but I'm delighted that they've chosen to add a transparency plank. I'm also happy whenever people involved in other areas like Intellectual Property, or those from the tech community, can come to understand why government reform is important, and gain a better view of how Congress functions, and how our laws are written.

Lessig is also on Sunlight's Advisory Board.
Dave Witzel, Moderator:
What are current OHP priorities and projects?
John Wonderlich:
To see the Open House Project priorities, you can check out the report here: http://www.theopenhouseproject.com/the-open-house-project-report/

The reforms are broken down into chapters with specific categories. The Open House Project community has also weighed in on a number of issues in the same area, like the potentially reinstated Office of Technology Assessment, or on digital records management procedures, or digitization best practices.

The Open House Google Group has continued to grow and develop, and is really a concentrated group of experts and citizens, successfully grappling with complex institutional issues.

I didn't expect that dialog, or that community to have as much continuing success and relevance as it has, and it's still growing.

http://groups.google.com/group/openhouseproject
Dave Witzel, Moderator:
I see the twitter storm has continued with launch of a campaign by Sunlight Foundation (http://letourcongresstweet.org/). Is there any steak here or all sizzle?
John Wonderlich:
What's the steak without the sizzle? :)

There's this phenomenon about social networking and blogging that I find fascinating: we love to talk about the things we use to talk. I wonder what percent of all tweets are about twitter?

There's a real divide between those who feel comfortable interacting online and those who don't. Anyone who enjoys twitter, or has started a blog (especially before 2005) will probably understand this. There's something comfortable, and something really empowering about interacting with people you don't know, and having your ideas stand on their merits. Personality drops out of the equation, and you can be really selective about what you listen to, and what you say (like this interview).

That experience of engaging in what Mark Pesce calls hyperempowerment is really satisfying, and has big implications for the way we socially assign value to ideas.

When considering the complex questions around member web use restrictions, we realized that there's no better community to encourage Congress to use things like twitter than the community of people that have found it useful in their lives.

That's what I see when I look at the stream of people signing the petition -- http://letourcongresstweet.org/ -- people saying "I find immense value in connecting online, and I want Congress to benefit the same way."

Political struggles aside, that's what I'm interested in, in terms of Franking reform: seeing Congress not miss out on the opportunities to really connect online.

It's not unlike deciding at what age a child or adolescent should be given uncensored Internet access: there's a balance.
Dave Witzel, Moderator:
Does Sunlight provide all of the funding for OHP or are there other supporters too?
John Wonderlich:
Sunlight is the sole official supporter of OHP, although many other organizations and individuals have volunteered time and support. We had a panel at the Heritage Foundation shortly after the report's release, I've been in close consultation with both Speaker Pelosi's and Minority Leader Boehner's staff, and we enjoy a great relationship with a community of bloggers, open government advocates, librarians (especially through freegovinfo.org), and staff and Members throughout Congress and the relevant committees. Citizen technologists, like Josh Tauberer (and his GovTrack.us) have also played a huge part in the project's success.
Dave Witzel, Moderator:
Congressional approval ratings are abysmally low. While I can't see how anything OHP could do would lower them further, is it likely your work will raise citizen's view of Congress? Will transparency make Congress look better or even worse?
John Wonderlich:
I think a realistic view of Member's responsibilities would help their perception overall, although there are some really frustrating aspects, like the amount of time they spend doing things like fundraising, which wouldn't help the approval ratings much.

I suspect that the busy-ness of congressional staff would be surprising to many. Staff and members' schedules are pretty ridiculous, and these incredibly important decisions are being made by young staffers...

I think a realistic understanding of what goes on in Congress would help us to value the work of people making decisions a little more, at least as compared to those trying to /influence/ the decisions. Why should a lobbyist make four times as much as the staffers they influence? Something seems wrong about that. I'd love to see MRAs (congressional office budgets) increase, or at least to see some reasoned discussion about whether or not this is a good idea.

Incidentally, I think the GAO should expand siginficantly, since their work results in a net savings.
Dave Witzel, Moderator:
John, thanks so much for your answers and insights. Good luck with the project!
John Wonderlich:
It's been a pleasure!

Thank You!

]]>
John Wonderlich Thu, 10 Jul 2008 18:00:00 +0100
Small 'g' governance http://interviews.liveinterviewsonline.com/content/interview/detail/1582/ New Politics Institute, Jerry Michalski looked forward to the future of democracy. Positing the emergence of a "global brain" enabled by the technology tools that connect people together. He argues that we are renegotiating the social contract, are in the midst of a "cambrian explosion" of creativity, and need a new focus on "small 'g' governance". Ultimately he asks "how do we govern ourselves?" Watch the video and ask him about his vision of the future.
Dave Witzel, Moderator:
Hi Jerry. Thanks for joining us today. Where are you typing from?
Jerry Michalski:
I'm home in Noe Valley, close to downtown SF.
Jim Cashel:
Hi Jerry: What are two or three examples of effective "small g governance" that you'd point to?
Jerry Michalski:
Hi Jim,

Wikipedia's internally evolved governance system is one. Another is the series of Asambleas Populares that arose in Argentina during the 2001 crisis to take back power.

At a larger scale, the compliance certification movement that NGOs are spearheading is a form of self-governance, too. See Branded! for more details.

For an inspiring scan of this space, view the Everyday Democracy video: www.youtube.com/watch?v=QR45-VFcVyg
Brian Pagels:
You envision a future of journalism in which the mainstream media dissolve with the exception of investigative reporters and editors, who you argue should continue to be funded. Can you elaborate on their value relative to "citizen journalists"? How should they be funded?
Jerry Michalski:
Hi Brian,

The work we used to think had to be done by big news organizations at newspapers or TV networks is what I think is migrating off to investigative reporters and editors. They need a very stable base of revenue that can't be threatened, like endowments.

I'd love to have an infrastructure where those larger groups plus independent citizen journalists could be rewarded for their efforts. A business idea I had five years ago I call "Grassroots MacArthurs," with the working premise: if the MacArthur people can give genius grants, why can't you and I?

Citizen journalists are extremely important.
Jim Cashel:
Do you think the role of Government will be different in 50 years because of governance?
Jerry Michalski:
Hi Jim,

Yes, I think we're in one of those phase changes like the shift from feifs to Church, then Church to States, then States to Corporations. All these roles are being remixed now (including the Fourth Estate, per my answer about citizen journalism).

I can't really predict how it all turns out, especially because there are always these unexpected big detours in any "obvious" trend, but I'd love to see people wake up and begin to take power back themselves.

Back in 19th Century England, the central Government began to usurp local power for the new highways they were building. Once they'd started that, they worked their way through other domains, including education.

Now we have a chance to rebalance the whole, discovering new ways of (dis)solving problems without huge centralized (corruption-attracting) Government projects. It's a future that liberals, libertarians and conservatives might actually all like -- if they thought through their goals and principles.
Dave Witzel, Moderator:
Let me start with one of the big questions. What is a "global brain?"
Jerry Michalski:
Hi Dave,

Like the neural connections that carry signals inside individual brains, we're now weaving simple, "dendritic" connections between people around the world.

Every seemingly low-value act of "friending," blogging, linking and even email forwarding builds these connections. At first, they're just weak links, but over time, these become the trusted channels for recommendations (what to buy, how to vote, whom else to trust) and new relationships.

The result looks a bit like Teilhard de Chardin's idea of a Noosphere, or other folks' beliefs about conscious evolution. It's a pretty neat future, and I think we're heading toward it.
Ellen Miller:
Jerry. I'm about to go on vacation for two weeks and I need some good reading. Any recommendations? Thanks! Ellen
Jerry Michalski:
Hi Ellen,

Do not pass Go, do not collect $200: read Clay Shirky's book Here Comes Everybody. That's a great start.

After that, you can go in a zillion directions. Two other recommendations:

Tragedy and Hope by Carroll Quigley, an international relations prof at Georgetown who mentored Bill Clinton. Way interesting view of history.

The Alphabet vs. the Goddess, by Leonard Shlain (Tiffany's Dad!), an even more out there view of history -- with very useful insights about the role of written language versus images.
Allison Fine:
Hi, Jerry, what do you see as the intersection between online and on land efforts - how do we figure out what do do online and what do to in person?
Jerry Michalski:
Hi Allison :)

Online and on-land can intersect and enrich one another. By following what we each write and link, we can know better what to talk about when we meet. By linking up across social networks and making our locations visible, we can cross other people's real-world paths more often and get to know them.

Place is super important. F2F likewise. So much gets communicated in person that doesn't make it through the Intertubes. Yet the skinnyness of the Intertubes is often a virtue. It helps mask aspects of self that might sometimes cause people to avoid one another. Thus the Israeli and Palestinian kids become friends playing online games (first-person shooters? yikes!), then realize they come from different "sides."

Familiarity dispels fear.
Josh Levy:
Hi Jerry, I'm wondering how you think we can expand this explosion of citizen participation and interest in citizen governance to underserved communities?
Jerry Michalski:
Josh, what's amazing is that much of the interesting stuff I've seen started with populations under a lot of stress, like Argentines in 2001, or Brazil trying to figure out what to do to keep their country from imploding, or Estonia trying to figure out how to build a Government after their liberation from the Soviet sphere. And also at very small, local, neighborhood levels.

The most obvious need I can see is just to get word of these capabilities to underserved communities, then to get them access. "Word" doesn't mean curriculum, just stories. The access does the magic.
Jim Cashel:
Should governance issues be "below the radar", or should Government be involved in enabling them?
Jerry Michalski:
Governments could take many many steps to enable self-governance to thrive, but in most cases this would mean cutting back their power, their jurisdiction and their budgets. Who's going to do that?

It would also mean learning a lot about what dynamics cause collective action to thrive, and what dynamics cause it to crash. And having the confidence to let communities go sort things out themselves.

Finally, many in Government are convinced that they've discovered the theoretic basis for building the right institutions, from education to transportation to taxes and more. I see all those as deeply, deeply flawed. So how do we hit "undo" on all that?

For that last reason especially, I think the best self-governance efforts will stay below the radar.
Dave Witzel, Moderator:
How much decision-making can move from formal Government to "small g governance"? Can you make a ball park estimate?
Jerry Michalski:
Dave, super difficult to put a number on this. I'd love to say 90 percent.

My old Wharton prof Russ Ackoff used to talk about "lowerarchies" rather than "hierarchies." In a lowerarchy, issues would only fall to "lower" levels if the participants at a current level couldn't successfully resolve issues on their own. They'd all self-manage and seek help from others "lower" only after trying hard themselves.

I don't know yet whether I hew more to Libertarian values (Govt only for police, courts, rights) or to another model. I'm still working that out.

I just know that we've stifled a tremendous amount of innovation and problem-solving by taking away people's responsibility for solving their own issues, as well as their ability to act to solve them.
Micah L. Sifry:
Hi Jerry. Can you explain the phrase "cambrian explosion"? And also, while I like the analogy to wiring a global brain, what if the world is going thru a nervous breakdown? What if this brain is wired to war with itself (as Mark Pesce suggests). Indeed, what did you think of Pesce's talk at PdF2008?
Jerry Michalski:
Lotsa questions, Micah! :)

In the original one (http://en.wikipedia.org/wiki/Cambrian_explosion), a huge variety of new organisms appeared, mostly complex animals. Existing organisms also diversified and adapted.

By analogy, I see many many new tools for and forms of collective action appearing. Rather than there being a few, cookie-cutter "right" ways of doing things, groups are evolving their own practices, innovating like crazy.

And the Net's persistence now lets us all read up on what others are learning (or watch it, or listen to it...), share new ways to learn or analyze stuff, etc. The power of all this collective learning and recombining is immense.

Next: there's always the possibility that we're going through a nervous breakdown. In fact, many periods will feel that chaotic and dangerous. But I think that our collective desire for order and connectedness can outweigh the forces of chaos.

On Mark's talk: I thought he harshed too much on Wikipedia, which has set its own norms for what I think are very good reasons. I agree that the superempowered individual is now on the loose, but I don't think we're wired to stay in perpetual war with one another. I think we're wired the other way entirely. (I'd also like to take another listen to Mark's talk.)
Dave Witzel, Moderator:
I know you travel a lot participating in a variety of events. Where will you be in the near future? Any events you particularly recommend for folks interested in these governance issues?
Jerry Michalski:
I just finished a bunch of conference travel and don't have that many good ones coming up. One I very much recommend is www.ncdd.org in Austin this October. Forget politics: this is where governance is being learned.
Dave Witzel, Moderator:
You mention the importance of access to underserved communities. Isn't providing affordable bandwidth an area where we should expect government support?
Jerry Michalski:
You know, the Government hurts more than it helps here.

The FCC was created to protect the nascent radio industry. Dividing up rights to the electromagnetic spectrum by frequency bands, as if it were all scarce beach real estate, is insane. Yet that's what they did.

All the WiFi stuff is happening in the incredibly thin slivers of unregulated bandwidth.

All the regulations that were supposed to break up AT&T and give us competition have just led to a duopoly that people now rightly suspect may try to change fundamentally the nature of the Net, killing off its openness. It happened before to other media.

So I'd rather see the regulations taken away so that we can actually have the naturally inexpensive infrastructure we could all enjoy, rather than the mess we now live with. It would still be a great entrepreneurial opportunity, just not the present unfair oligopoly.
Dave Witzel, Moderator:
You've given us a lot to chew on here. Thanks so much for taking time to answer questions. (And I've taken your advice and signed up for NCDD. Looking forward to a couple days in Austin.)
Jerry Michalski:
Thanks, Dave

Great questions. Thank you so much for a chance to discuss these things in public.
]]>
Jerry Michalski Wed, 02 Jul 2008 17:00:00 +0100
Xigi, Capital Markets, and Social Good http://interviews.liveinterviewsonline.com/content/interview/detail/1474/ FAQ, "Xigi is a discovery platform, a place we are creating as a community we can all learn about the emerging capital market that invests private debt and equity in enterprises that create good for people and the planet. It's an interactive, searchable database for information about people, organizations and investment offerings in social enterprise, microfinance, housing, fair trade, cleantech, nonprofit facilities and many other sectors. Xigi is a nonprofit creative commons: a volunteer-driven resource by and for this emerging community."


Ask Xigi CEO Gary Bolles what this means.

Dave Witzel, Moderator:
Today Gary Bolles is joining us to talk about Xigi. Gary, thanks for taking time to answer our questions
Gary A. Bolles:
Sure, happy to do it.
Dave Witzel, Moderator:
In the description you say Xigi is a "discovery platform." What does that mean?
Gary A. Bolles:
We find that people using unstructured digital information, especially Web 2.0 data like wikis, blogs, and Google documents for projects are often saving information that they then promptly lose. We think that people are having challenges finding the "good stuff" in all that unstructured data, and are often unable to easily share their "insights" - the main takeaways from the data they find, save and use.
Dave Witzel, Moderator:
How big is the capital market for social good?
Gary A. Bolles:
Now we're shifting gears a bit, so I'll back up from the software arena, and talk in general about the arena of "money for good." There is currently no set definition of the social capital market, so it's a little hard to say there's a specific number. Is it only money that generates a return or a profit? Does it include donation money, which typically looks for no return? Is it "blended capital" that includes both? What *kind* of return does it look for - financial return (just money), social return (people are helped), or environmental return (planet is helped)? Depending on how you slice it, the arena encompasses billions of dollars, but how many billions depends on how you define it.
Dave Witzel, Moderator:
Is Xigi a social network? Do you expect people and organizations in the database to interact with one another via the site?
Gary A. Bolles:
Xigi Software's godfather was xigi.net, a non-profit site that was created to help people in the social capital space to find each other. It's both a social network and an information network. On Xigi.net, we help people discover others who also want to accelerate the flow of capital to good. As for Xigi Software... we're still somewhat in stealth mode, but I can say that we see the opportunity to connect people and information in new ways.
Dave Witzel, Moderator:
Have you been successful at getting contributors thus far?
Gary A. Bolles:
Depends on what we mean by "contributors." If it's people contributing their information to the non-profit xigi.net site, then yes, we've had thousands of people come. They add a brief profile, and define their "power relationships" in the social capital space - who they invest in, what boards they're on, etc. - and they can see a dynamic "map" showing their connections.
Dave Witzel, Moderator:
How big does the Xigi.net database need to be to become useful?
Gary A. Bolles:
It took a few months to get going, like any social network, but once it reached a critical mass of a few hundred, people saw a lot of value in the connections being displayed graphically, because there were enough people to connect to.
Dave Witzel, Moderator:
What does a big Xigi success look like?
Gary A. Bolles:
For the non-profit xigi.net site, we want it to grow as the arena grows. As more and more investors are looking for ways to have an impact with their money, we want the site to reflect that rapidly-expanding group.

For the for-profit Xigi Software, we see it as solving a variety of "wicked problems," complex information coordination challenges where teams are collaborating to gain insights or reach a goal. We'll measure our success by building a great company that helps people manage their need to coordinate these kinds of insights.
Dave Witzel, Moderator:
How did you get from Ziff Davis to Xigi? What brought you to this product?
Gary A. Bolles:
I actually had a number of stints at Ziff Davis... Launching Interactive Week as a joint venture with them; managing the launch of what became Yahoo! Internet Life, and Smart Reseller; re-launching their online group; and helping to launch their custom events group. After ZD, I was in a partnership for three years on Microcast Communications with Al Perlman and Mike Perkowski, where we grew the MuniWireless.com business, as well as other projects. But on the side, I'd been working on projects related to the social capital arena for the past 7 years, so when I left Microcast, I decided to focus more on social capital and helping organizations solve complex challenges.
Dave Witzel, Moderator:
What kind of feedback are you getting thus far?
Gary A. Bolles:
The non-profit xigi.net has gotten great feedback; people routinely tell us how valuable it is for finding contacts, and information about what those contacts are involved in. Xigi Software has installed in its first customer, and will have several more installations coming online in the next few months.
Dave Witzel, Moderator:
You say we're losing "the good stuff", "insights". How does Xigi capture them? What does an insight look like there?
Gary A. Bolles:
Again, I'll apologize for being a little vague, and focus mostly on the problem. We hear from many people - in small organizations and large, in for-profits and non-profits - that they are continually losing their information in Web 2.0 tools. What they really want to do is to save and share the insights - the most important takeaways from that data.

Say you're an expert on social capital. What's your view of that arena? What are the most important ideas, people, articles, sources, etc.? And how are they connected? That's where we focus.
Dave Witzel, Moderator:
Are you suggesting that Xigi can help improve and direct "investments" in traditional non-profits? e.g., should I donate to Save the Children vs. CARE?
Gary A. Bolles:
One of the challenges of the social capital arena is the "social" social capital part - what other people are doing, how they are investing or donating, and what the results of their efforts are. We have several efforts underway, for example, related to the Millennium Development Goals (MDGs), helping people share what projects they're supporting. And if you could find out what others are doing, and why they're doing it, you'd have better information to make your own decisions. So if you plug into one of these social networks, then yes, it's likely you'd get some ideas about where to focus your efforts, whether it's your money or your time.
Dave Witzel, Moderator:
So Xigi.net is a non-profit mapping of the "social capital space". It is the godfather of Xigi Software which is in stealth mode but will help connect people and information. Any other members of the Xigi family we should know about?
Gary A. Bolles:
Yes, thanks for asking. (By the way, it's pronounced "ZIG-ee," for those struggling with our non-standard name. It comes from "Zeitgeist," as in "spirit of the times.")

Xigi Media is our third "leg of the stool." Xigi.net is our non-profit, much like, say, a google.org: It's the philanthropic "face" of our for-profit work. Xigi Software is the application company. And Xigi Media is an events and research company that is producing the first "social capital markets" conference, in San Francisco, at Fort Mason in October. More information at www.socialcapitalmarkets.net.
Dave Witzel, Moderator:
Gary, thanks again for answering questions. Are there any last tidbits you'd like to leave?

How can we find out about upcoming announcements regarding Xigi?
Gary A. Bolles:
Thanks, this has been great. For anyone looking for more information, please check out xigi.net and socialcapitalmarkets.net. You might also find the newsletter from one of our partner organizations, GoodCap.net, a great education in the social capital space. Finally, watch for more from Xigi Software; we'll have more to talk about early this fall.
]]>
Gary A. Bolles Fri, 13 Jun 2008 16:00:00 +0100
Debategraph: What it is and what's next http://interviews.liveinterviewsonline.com/content/interview/detail/1525/ Debategraph.org was founded by David Price along with former Australian cabinet minister Peter Baldwin. It is intended to help deal with complex policy issues by making the best arguments on all sides of any debate freely available and continuously open to challenge and improvement by all.

David will answer questions about Debategraph, how it is being used, and the forthcoming launch of the Global Sensemaking group.
Dave Witzel, Moderator:
David, thanks for joining us and answering questions today.
David Price:
Thanks Dave, it’s a pleasure to be here, and I am really looking forward to the multi-way interaction.
Dave Witzel, Moderator:
First question -- what is Debategraph.org?
David Price:
A creative commons, social venture that combines argument mapping and wiki-editing to let people around the world collaboratively map contentious public issues; so that the best arguments on all sides of any debate can be freely available to all and continuously open to challenge and improvement by all.
Dave Witzel, Moderator:
What are the most interesting discussions going on now?
David Price:
Most of the maps are in an early stage of development themselves—like Wikipedia in early 2001 rather than 2008—and open to further collaborative refinement. But, for example, as well as the map on Obama’s vice-presidential running mate, there are maps on how the international community should respond to Iranian nuclear policy, climate change, drugs policy, abortion. In an educational rather than public policy context there’s also a map of 50 years of philosophical debate on artificial intelligence (building on Bob Horn’s pioneering work in this field). Once logged-in, anyone can create a map—and edit, extend, rate and comment on all the existing maps.
Dave Witzel, Moderator:
Did David Weinberger inspire the debate about Obama's VP choice? Tell us that story.
David Price:
It’s a perfect example of the flow of emergent and generous conversation across the web. Seb Schmoller found, and was intrigued, by Debategraph, and asked us for a guest blog post. David saw the blog post and responded with a characteristically encouraging and insightful commentary—followed by a call for open debate on Obama’s running mate, which inspired us to seed and post the initial debate map.

[Ed: the Obama's Vice President debate]
Dave Witzel, Moderator:
How did you get interested/involved in public discourse and debate approaches?
David Price:
My colleague, Peter Baldwin, is a former cabinet minister in the Keating administration in Australia, and I have worked as a public policy advisor in the UK. Having seen the policy system from the inside, we both felt that the way that we address and resolve complex and contentious issues in public life is broken—and it is broken at a time when it has never been more important for this system to function effectively. Independently we arrived at the conclusion that argument mapping offered a way bringing greater transparency and efficiency to this process, and that the read/write technology emerging on the web offered a way to open up this process to the collective intelligence and scrutiny of the creative commons.
Dave Witzel, Moderator:
How did your partnership with Peter Baldwin come about?
David Price:
Appropriately enough, we discovered each other via the web. Peter had begun to develop an initial version of the software, and I found his work while researching developments in the field. We struck up a tremendous collaborative relationship over the net immediately—Peter lives in the Blue Mountains in Australia and I live in Somerset in the UK—and have been working full time together at opposite ends of the world across the last two years.
Dave Witzel, Moderator:
What enhancements for Debategraph have you got planned?
David Price:
For all the development work already embodied in Debategraph, we see ourselves as being at the start of long adventure. We are already working on simplifying and extending the user interface and developing the next generation of map visualisations. Over time, the ways that people interact with the Debategraph (the graph of all the interrelated debate maps), and the devices via which they do so, will change significantly. We are also beginning to engage with the semantic web and linked data community, which will enable the collective knowledge and understanding embodied in Debategraph to be made available contextually wherever people are on the web. Serving sense not Ad-Sense.

A significant enhancement released today is the ability for people to embed fully-functional live debate maps on their own websites (as well as the existing asynchronously updating snapshots). This makes it possible for people participating across multiple sites to build a single, cumulative, structured map of a debate without leaving their home site; so that contributions from the participants on any of the sites will appear immediately across all of the sites.

This points to a potentially profound change in the way that the web enables us to deliberate on complex issues in society—and we hope to catalyze our contribution to this process by working with clusters of NGOs and other policy stakeholders on a range of public policy issues in the weeks to come.
Dave Witzel, Moderator:
What is Global Sensemaking?
David Price:
Peter and I see Debategraph as belonging to a new category of web-based tools and part of a wider, emerging movement towards a different quality of dialogue, deliberation and understanding in society. A web-based augmentation of individual and collective human intelligence that is potentially comparable to, and a countervailing balance to, the predicted singularity of artificial intelligence.

There are many other examples of excellent work in this emerging domain, including, for example, Mark Klein’s and Luca Iandoli’s work on the Climate Collaboratorium at the MIT Center for Collective Intelligence and the Cohere and Compendium projects from the Open University’s KMi team, led by Simon Buckingham Shum.

As the logic underpinning these tools, and the wider momentum of the web, is towards connection, we are starting to gather informally as a group—under the Global Sensemaking banner—to explore how we can develop the next generation of these interconnected systems together.

In doing so, we are all motivated by the perception that humanity faces an emerging mess of global challenges—e.g. climate change, poverty, peak oil, population pressure, water shortages, declining biodiversity, and failing food supply—that are the product of thoughts and actions that no longer make sense—and that we need new tools of thought if we are to adapt to the scale and complexity of these challenges.

Currently, we are in the early stages of defining our objectives and methods of working together as a group, and will launch formally later this year. However, anyone who is interested in joining us in this process is welcome to contact me now at david [at] debategraph [dot] org.
Dave Witzel, Moderator:
How can the rest of use get involved with your projects?
David Price:
Anyone is free to log-in and start participating in the maps on Debategraph straightaway—and bloggers and website owners are welcome to embed the relevant debates on their sites to open up a new kind of communication with their readers and to contribute to the development of the debate maps as a public resource.

We are also about to launch a series of live blogging interviews around several of the maps, featuring experts from all sides of the relevant debates.
Dave Witzel, Moderator:
What roles and skills do you need for a successful debategraph?
David Price:
You can comment on the individual elements of a debate map in much the same way as you would comment on a blog; so the learning curve for initial participation is quite low.

Adding new arguments to a map, and creating your own maps, involves understanding the basic building blocks of the map (e.g. Issues, Positions, and Supportive and Opposing Arguments) and how they fit together. Rather like a Lego set, large-scale, complex maps develop through simple combinations and recombinations of a relatively small set of blocks.

Beyond that the roles that develop around a debate map are broadly the same as you would expect to find in other wiki-based communities, with many of the same organisational principles and issues at play.
Dave Witzel, Moderator:
It is one thing for citizens to work through complex problems together and another to get our representatives to pay attention. How do we manage that?
David Price:
My sense is that the fundamental insight from the movement underway with the web is less about how changes of this kind will impact within the existing framework, but how they will change the framework itself. So for me the question is not so much about how we get our representatives to pay attention within the existing framework, but rather who will be the first representative(s) to seize on the huge opportunities opening as this framework changes, and when…
Dave Witzel, Moderator:
David, it has been great to learn more about Debategraph and your work. We appreciate your time.
David Price:
I have really enjoyed the process, Dave—and many thanks to you and everyone else who has participated.
]]>
David Price Wed, 11 Jun 2008 13:30:00 +0100
Collective intelligence, democracy, and global problems http://interviews.liveinterviewsonline.com/content/interview/detail/1484/ Worldchanging Canada, Mark Tovey edited the recently released book "Collective Intelligence: Creating a Prosperous World at Peace" which asks "How can we build the world we want, quickly, in a way which is as inclusive as possible, and which generates peace and prosperity?"

For this interview, Mark will focus on the implications of collective intelligence on democracy and solving global problems. Ask him about his work and the book.

Dave Witzel, Moderator:
Good afternoon Mark. Thanks for taking time to be with us.
Mark Tovey:
Well, Dave, it's my pleasure. I'm fascinated by the process you've set up here, and I hope to get to as many questions as I can.
Jeremy Daw:
As a cognitive scientist, if you had to take over the world, how would you do it?
Mark Tovey:
Grin. Ah, Jeremy, what an interesting question! :)

I am skeptical about the cognitive capacities of individuals to deal with the complexities of governing the planet.

This is not a new skepticism. Lévy raises it in his seminal 1994 text, "Collective Intelligence: Mankind's Emerging World in Cyberspace."

So, while I'm not sure it's possible for an individual to take over the world in any kind of effective sense, perhaps it might be possible to nudge the world in the direction of taking over itself. As a civilization, we're clearly not in control of where the car is going.

We, as human beings, have yet to take over the world in any important sense, in any sense where we can be said to exert meaningful control over our own actions, or over the biosphere. Our actions are causing a lot of changes, to be sure, but they aren't directed. We have no capacity (ala Stamos), to choose a direction we like, to find consensus, or even exert minimal checks and balances over our activities.

There are no institutional levers on the controlled development of dangerous technologies, or over various kinds of resource depletion, pollution, or externalization of various costs. We have the veneer of a society that is effectively governing itself, but in reality that society has large informational blind spots, and societal biases, which prevent any kind of meaningful, coordinated action.

So, as a cognitive scientist, I would focus in on those blind spots and biases. These are amenable to large-scale cognitive engineering. That's a huge point of leverage.
Dave Witzel, Moderator:
Can you give us a short explanation of what "collective intelligence" is?
Mark Tovey:
Although the phenomenon predates the internet by a couple of thousand years (you could regard the development of The Illiad and The Odyssey, over centuries, as an example of collective intelligence), we're seeing a lot of interesting examples of collective intelligence emerging on the internet at the moment, which is one of the reasons that people are starting to sense the power of this idea.

The Wikipedia project is probably the best known example. You could regard the scientific enterprise as a whole, especially peer-review, as a remarkably successful, and institutionalized, example of collective intelligence. Or the creation, in the 19th and 20th centuries, of the Oxford English Dictionary, based on reader-submitted illustrative quotations.

The MIT Center for Collective Intelligence likes to define it this way: "collective intelligence is groups of individuals doing things collectively that seem intelligent." This hearkens back, I think, to the MIT Artificial Intelligence lab, and Marvin Minsky's definition of AI: "the science of making machines do things that would require intelligence if done by people."

Most of the authors in this book emphasize a particular strength of numbers. They say that given the right conditions (and this is crucial!), many minds, coordinated in some fashion, can produce better results, or faster results, or more effective results, than many individuals working in isolation.
Dave Witzel, Moderator:
How did the book, "Collective Intelligence" come about? How long have you been working on it?
Mark Tovey:
It came together in a remarkably short period of time. I've been working on it since November 2007, pretty much 24/7, and it was just published last month. It occupied my life completely for a time. A great deal of work, but also a wonderful space to be in!

The publisher at EIN Press, Robert Steele, was planning a conference, which instead turned into a book, and, now a series of books.

Tom Atlee (who wrote the definitive text on deliberative democratic methods, The Tao of Democracy), and George Pór (who, among other things, writes the blog of collective intelligence) helped enormously by inviting some terrific people to participate. I was invited to edit the volume. I asked a bunch of other people to contribute, and the ball kept rolling.

I tried to order it in such a way that it reads well from beginning to end. The ideas on small groups laid out in the beginning should help to inform the mass collaborative research at the end.

In keeping with the spirit of the volume, all of the papers were made freely available online during the editing process, so that the authors (and the public) could watch the book as it unfolded.

The book is also has a non-commercial-attribution license under Creative Commons 3.0, which means that translations, audiobooks, and other creative applications are now possible. I'm now working with George Pór on an interactive version of the book, partly modeled on the target article system from Brain and Behavioral Science.
Dave Witzel, Moderator:
In the preface you say the book is about "collective intelligence directed towards a specific end." Given this practical goal, what should we do first? What are the most important next 2 steps?
Mark Tovey:
The first step, as I see it, is to find a way to bring together the masses of information on addressing global problems that are currently scattered throughout the globe. Some of this information is in encyclopedias, some in government databases, some on various places on the internet. Finding a way of bringing that information together in a meaningful way is to my mind, the first step. I've got some ideas about how that might be done. This is one of my current research pre-occupations.

The second step is to figure out how to make that information available to policy-makers in an unbiased, credible, and effective way, such that it can help to inform policy decisions.
Dave Witzel, Moderator:
What are your two favorite chapters?
Mark Tovey:
Ooo - I really don't want to play favorites. I'll resist your question and instead say that one of my favorite things about the book is that there are so many chapters, and that they are all so short and relatively accessible. As a result, it really is a book that can be read by anyone—as well as mined by academics, internet activists, and policy-makers.

Maybe I'll say this—the book has a terrific index, really first rate. This was the publisher's idea—he insisted on this, and was instrumental in making it so thorough and well-organized. The index was produced collaboratively, with the participation of many authors (of course), and some timely help from Hassan Masum and Marc Stamos. It really does enhance its value as a reference work.
Dave Witzel, Moderator:
What is Worldchanging Canada?
Mark Tovey:
Worldchanging Canada is a group blog. A group blog is where a number of writers contribute to a blog, but where the blog focussed on a single topic. In this case, we write about solutions: tools, technology, and models which are already changing the world. If we want to get to that bright green future we all want, we need to know how to get there: what already works, and that can be replicated today. We aim to provide context, and we aim to provide depth.

Worldchanging.ca been around for a year and a half, and we have a little over a dozen bloggers -- all Canadians, although occasionally reporting in from pretty remote parts of the world. Rod Edwards is now in Bangladesh, for instance!

WC Canada is also the first country-level version of the famous Worldchanging.com blog, which was founded by Jamais Cascio and Alex Steffen, and is still edited by Alex Steffen. Worldchanging.com has an estimated half million readers worldwide. Worldchanging, generally, is all about attentional philanthropy—bringing a spotlight of attention on solutions that ought to be better known.

Worldchanging.com has been around for about five years and have a rich database of thousands of solutions. Many of these solutions were compiled into a book from Abrams, which just came out in paperback. It aggregates many, many solutions between two covers.

Both the blog, and the book, are a great example of collective intelligence in the service of sustainable solutions. It is a particularly potent advertisement for the value of aggregating existing solutions.
Dave Witzel, Moderator:
"Collective Intelligence" is the first of a series of books? What is next?
Mark Tovey:
Well, there were actually a number of books before this one, all in this space of so-called public intelligence—intelligence of various kinds used for the public good. The last volume was called Peacekeeping Intelligence. The next book in the series will be called Peace Intelligence, and I believe this will be followed by a volume on Commercial Intelligence, both due out in 2008. Each of these volumes will have a different editor. And there will be three more in 2009.
Dave Witzel, Moderator:
Can closed societies take advantage of these approaches?
Mark Tovey:
To a certain extent. An exciting example of this I saw recently was the use of USB keychain democracy. There was quite a bit of buzz about this at Berkman@10. In societies which are relatively closed, internet can give way to sneaker net, in the form of passing information from one USB keychain to another, often by use of an intermediate device much smaller than a laptop. The fact that the media and devices are so tiny means that information can be exchanged in public places, like the back of a cab or a public park. This offers many possibilities for openness.
Dave Witzel, Moderator:
How will we see new collective intelligence tools and approaches affecting democracy? What should we watch for?
Mark Tovey:
Ah, good question. There is a great deal of room greater transparency in governments, some of which could be so easily enabled. The Sunlight Foundation is obviously doing great work here, with their mashups of earmarks and Google Maps, for instance, which allow you to easily see where, geographically earmarks are being allocated. You don't know which representative was responsible, but it helps the public to make some shrewd guesses.

Tim O'Reilly's column on Why Congress Needs a content management system is also instructive here. At the moment, no-one knows who adds what to bills. To programmers, and people who work with wikis, this is very odd, because every edit can be easily tracked. How can this be, some might say—"why don't they just check the commits?" So we've got this very interesting situation where new technology may modernize some of the older creakier parts of the democratic system.

Another place to watch are Jim Rough's ideas on Citizen Deliberative Councils, also known as Citizen's Assemblies or Wisdom Councils, which you can read about in his chapter. We've seen some very interesting examples of these up here in Canada. They're organized along the lines of juries—people are selected randomly, and in a way that they can be demographically representative. Democracy theorists called demographic representation descriptive democracy. These groups of people are then given lectures by experts on whatever they are supposed to deliberate on in as unbiased a way as possible. What has been found is that these can be remarkably successful in producing workable solutions for wide cross-sections of people. Even when their decisions are non-binding, the produce policy ideas which are nuanced, and useful for garnering political will. Tom Atlee has written some great stuff on these.

Jason Diceman is doing some really interesting work on small scale deliberative democracies with his Dotmocracy project. Thomas Homer-Dixon has done some interesting theorizing on the importance of winnowing policy suggestions from the public in a way that is both useful and will be perceived as fair.
Jeremy Daw:
Considering that certain business interests have a great deal of money invested in keeping secrets (intellectual property, etc.) while others, like law firms, make almost all of their money by keeping knowledge that is not well known, do you anticipate great opposition to the creation of a free-information society?
Mark Tovey:
I do anticipate opposition to what you are calling a free-information society. We're certainly seeing it in the copyright debates up here in Canada right now. I think that one of the remarkable stories in this space is the tremendous inroads that initiatives like free culture and the Creative Commons (as well as the open source movement) have been making, and the degree of cultural acceptance that they have been gaining. It's very interesting, in fact, that those movements have not encountered more opposition than they have.

I should probably make clear that many people in this space do not take the hard Stallmannian line that all information should be free. There are clear benefits to intellectual property in producing innovation, just as there are clear benefits to the provisions of the Creative Commons that the right to retain credit, or attribution for one's work, can be reserved. The question is where to strike the balance.

A very interesting question has to do with whether there is any reason to keep socially useful information, which has no clear competitive or strategic advantage, in closed information silos.

Look at Brian Eddy's work, for instance, which traces where our sustainability indicators come from. Most of the indices of sustainability that we see in the newspaper are not the original data points. Most trace their lineage back to large information silos—at the UN, NGO's, and government departments. Eddy's project allow you to discover exactly which silos are open and which are closed. His project is to get the closed silos to open up.

This kind of emphasis on socially useful information engages the public intelligence movement generally. There has been some very interesting work done, some of it documented in this book in Steele's chapter on the Smart Nation, in inviting intelligence services to be much more open with the information they collect. These would seem to be the ultimate closed shop when it comes to information, and yet there are real successes that can be reported there.
Thomas Kriese:
Mark, in your preface, you talk about the importance of being able to bridge diverse viewpoints in order to leverage the power of collective intelligence. How do we best learn (and teach) these skills of bridging what seems to be working hard to divide us?
Mark Tovey:
I see this as a process of being able to identify, in a deliberative way, the nuanced positions of each party so that common ground, or at least common cause, can be found. Mike Pilling's Open Policy initiative (openpolicy.ca) is a great example of this. It attempts to map the entire space of Canadian political discourse, in a way where everyone's opinion is represented. The key rule (analogous to NPOV) is that you can't modify any position in the wiki unless you make it stronger. That's crucial. That way you can interrogate the strong positions, rather than a bunch of straw positions. It also eliminates a great deal of controversy. The decisions on fairness are made by people voted by the community to be the fairest arbitrators. It's an interesting system.

For success in finding common cause, I'd look to the Save The Internet folks for examples. They've been very successful in this area.
LaDonna Coy:
I'm a huge fan of small, digestible bites that create curiosity and engage people. Do you have the 3 minute description or inquiry question that leaves people wanting to know more about CI? A question they will later wake up at 3:00 a.m. thinking about? :-)
Mark Tovey:
The key question, as I see it, is how do you close the Ingenuity Gap? This is the gap that Thomas Homer-Dixon identified between the magnitude of the problems that face us currently, and what we know how to do about them. Since CI is seen to accelerate progress in other areas, how can it be used to accelerate progress in solving global problems?
LaDonna Coy:
Is there an audio version of the book available for download and listening (for us commuters and exercise enthusiasts?)
Mark Tovey:
Not yet! :) But perhaps you, or someone else, could work with folks like Librivox to start one!
Dave Witzel, Moderator:
Mark, it has been great having you join us. Thanks for taking the time. Any last thoughts or references for us?
Mark Tovey:
Thanks very much for having me. I've enjoyed this. Hopefully we can do it again sometime!
]]>
Mark Tovey Fri, 30 May 2008 18:00:00 +0100
whereIstand: Citizen reporting meets opinion comparing http://interviews.liveinterviewsonline.com/content/interview/detail/1388/ whereIstand.com where you can express your opinion and compare it with others. Nick will answer questions about what he's doing and how it is working.
Dave Witzel, Moderator:
Good afternoon Nick. Welcome, and thanks for joining us.
Nick Oliva:
Glad to be here. I'm looking forward to my first online, real-time interview, Dave!

It's quite an interesting and exciting format and I love the "viewer" participation possibilities, so everyone throw your questions at me and I'll do what I can to get to them.
Dave Witzel, Moderator:
Let's start with the obvious question -- what's an opinion aggregator?
Nick Oliva:
For us, it's part of our mission: to be the site where you go to find the opinions of any person or organization on any issue, and in any language. To do that, whereIstand.com aggregates opinions of members, public figures, and organizations.

Users and editors propose issues and collaborate "wiki-like" to approve the ones that best frame arguments, and that are written in ways that are "open" enough to capture the opinions of public figures and organizations. These issues are translated into other languages, which is how we can show the same opinions in any supported language - regardless of the language in which the opinion was stated.

You can ask your friends to take a stand on an issue, of course, but you can also "request" the opinions of public figures - and users will jump on the ones with many requests and try to find the answers.
Dave Witzel, Moderator:
How do you vett the "opinions" of public figures? Any complaints yet?
Nick Oliva:
Take a look at our issue, Should Congress fund a troop surge in Iraq?

http://whereistand.com/Opinions/18520

When you hover over Obama's picture, you see an excerpt of what he said. If you click on it you see the full post, who posted it, who voted to agree or disagree with the evidence, and a link to the original source. Enough users have to agree (and not enough disagree) with the post for the opinion to be approved.

We had a complaint on this issue once from the campaign of one of the other candidates for President. We pointed out that the candidate had been quoted in a well known Web site, and noted that what he said was pretty clear. We didn't hear back from them again.
Dave Witzel, Moderator:
Do you have some favorite opinions or comparisons you can point us to?
Nick Oliva:
I just like bookmarking the people that interest me and following their latest opinions and commenting when they entertain or annoy me, or taking a stand if I haven't already.

When you search google, for example, for "opinions" or "comparisons" you'll frequently turn up whereIstand opinions that are probably favorites of other users.

Search "fund troop surge" and you'll see among the top links the Obama opinion I just linked above. Search "mccain politics" and his opinions on political issues on whereIstand.com shows up as the first result. Also, "jordan athletes overpaid"... since it's not all politics.
Dave Witzel, Moderator:
What are the implications of this site? What should we do with the information that we frequently agree (or disagree) with someone? Any chance you'll add a dating component?
Nick Oliva:
One of the implications for politics is that if you've already taken stands on the issues that interest you, you can quickly compare yourself to anybody on the site... a politician you just heard about, or a friend you invited... and quickly see where you agree and disagree. It's surprising to find where you disagree with friends or politicians you thought you agreed with! There was an interesting study a few years ago about people "thinking" they agreed with their politicians.

Using this creatively, if you're trying to pick potential VP candidates, go to the page of the presidential candidate and search for comparisons. For example, go to John McCain's page and search "giuliani" you'll get to...

http://whereistand.com/JohnMcCain/RudyGiuliani

...where you can focus in on where they agree and disagree.

The social networking aspects are certainly important to what we're doing... if anybody meets their perfect match through whereIstand.com... awesome! Love to hear about that.
Dave Witzel, Moderator:
Do you see whereIstand as being like citizen journalism? How so?
Nick Oliva:
In the first instance, any user posting evidence of a public figure's opinion, or voting on evidence posted by others, is participating in a form of citizen journalism.

Also, one of the features we're beta testing is where bloggers register on whereIstand, link their accounts to their blogs, and take stands on issues that they blog about. When they link their blog entries to whereIstand content, we'll show their entries as trackbacks on those pages, and group them by their opinions. So you'll be able to see and rate blog entries of "citizen journalists" that think, for example, that Obama and Hillary should be on the same ticket... or to those that don't.

In this sense, whereIstand is a platform for helping people to find bloggers based on their opinions.
Dave Witzel, Moderator:
Have you had requests to make this an internal service? I can imagine organizations using it to help make collaborative decisions? e.g., "Where should we do the annual retreat?"
Nick Oliva:
I've heard from about a dozen people that think it's a good idea for internal use, but it's really not on our radar screen.

The way we'd like to see organizations engage is for them to get involved in proposing issues that are relevant to them and which interest other users. Then they become a part of the dialogue and can really add value that isn't just internal to them.
Dick Brooks:
Can we assess any impact that WIS may be having, on the education of the electorate? In other words, are voters becoming more knowledgeable?
Nick Oliva:
That's a good question. There are certainly anecdotes where people say they understand aspects of the election that they previously didn't.

We have an issue on the site that asks, "What is the effect of citizen journalism on news reporting?"

http://whereistand.com/Opinions/28676

There's also, "What effects do blogs have on politics?"

http://whereistand.com/Opinions/21044

To the extent that whereIstand.com helps voters discover information about the candidates, I'd say we're definitely having a positive impact.
Lindy Dreyer:
What's the process for proposing new issues? Are the issues all user-generated? How does an issue get approved?
Nick Oliva:
Any registered user can propose an issue. Click the "issues" link in the header, then click the "proposed" tab and you can see the ones that have not been approved yet.

Click through the topics at the right to find the one most relevant to the issue you want to propose, and you can propose it there... again, only if you are registered. You can also send messages to the editors of that topic if you have any questions.

Once an issue is proposed, other users and site editors comment and suggest revisions. The editors of each topic approve issues when they meet the guidelines for a "good" whereIstand.com issue... these include that the issue be relevant, that the language is free from bias, that the wording works for finding public figure opinions, etc.

If you want to be an editor in a particular topic area, send a message to the current editors letting them know.
Dave Witzel, Moderator:
But, I guess my issue doesn't have to be of national importance. Can I have an issue like "Sycamore St. should have sidewalks" and then seek local opinions?
Nick Oliva:
We'd eventually like to see any issue on which people disagree be represented on the site. We'll add functionality to let you do just that... limit the scope of an issue to a particular region.

For the foreseeable future, though, whereIstand.com editors probably would not approve this issue as written. It isn't going to be of much interest to people that live on "Elm St."

Instead, they would probably suggest something with broader appeal, such as, "Should all residential streets have sidewalks?"

One of the challenges (and benefits) of the structure is finding ways to frame an issue to increase the size of the interested audience.
Dave Witzel, Moderator:
So when you link blog posts to opinions you start to create an "opinion" flavor for the social graph? Another layer of context?
Nick Oliva:
This is true, I think, just with users "taking stands" and networking with their friends and contacts that have done the same. And, of course, it certainly helps extend the reach of their blogs to people that are more likely to be interested... if you're writing anything of substance, that is.

As a side note, I've found that knowing where you agree with people helps reduce the impact of the areas in which we disagree.
Dave Witzel, Moderator:
What's next for the site?
Nick Oliva:
The most obvious is that we're working on presentation and usability improvements, like the ones we just rolled out a couple of hours ago!

We've been putting development effort into integrating with social networking sites so you can see how you compare with your Facebook friends, request their stands on issues, etc.

The biggest feature we're working on is something we call search by opinion (SBO). It's like doing a google search but then filtering the results to those from just people or organizations that have one or more particular opinions... such as "only show results if agreed with invading Iraq, but disagree with invading Iran".

And... we're going to roll out a mobile interface so people can quickly find that public figure opinion that will settle the big argument they're having... so they can get back to enjoying dinner!
Andrew Cohen:
Hi Nick, thanks for this interesting interview. I noticed that the site offers a user experience in eight languages. That's quite impressive. What challenges have you encountered in devising a multi-lingual service?
Nick Oliva:
Thanks! If I can squeeze this one in... oh...right to left languages are brutal!

We're looking forward to people posting evidence of opinions in other languages so you can compare where you stand with every leader of the world, for example, on a particular issue regardless of what language you speak. Definitely check back for that.

Thanks, again....
Dave Witzel, Moderator:
I like the idea that knowing areas of agreement helps us deal with our disagreements. Powerful. Does this mean WhereIStand can make the blogosphere more civilized?
Nick Oliva:
Let's hope so!
Dave Witzel, Moderator:
Nick, thanks for answering our questions. That's our time for today. Any last suggestions or links we should check out?
Nick Oliva:
I'd say to definitely check out the "people" page. You're going to see more of this on the site soon, but basically, you can go through there to see opinions of people that fall into particular groups. So you can see just the opinions of celebrities on an issue, or of health organizations, for example.

Thanks, Dave. It's been a lot of fun. If anyone has any other questions or feedback, please send a message to help@whereIstand.com and we'll do our best to reply.
]]>
Nick Oliva Thu, 08 May 2008 18:00:00 +0100
Managing Online Forums http://interviews.liveinterviewsonline.com/content/interview/detail/1259/ Managing Online Forums", was online May 7th for a comprehensive discussion on the challenges and rewards of running online forums.

Patrick answered questions about:
  • Creating an organizational structure
  • Designing and launching communities
  • Deciding on user options like avatars and private messaging
  • Promoting and attracting members
  • Utilizing technology to their benefit
  • Developing and enforcing guidelines
  • Choosing and managing moderators
  • Moderating community content
  • Generating revenue
Kyle Keller, Moderator:
Hi Patrick,

Thanks so much for taking the time to answer these questions today!
Patrick O'Keefe:
No problem - thank you for having me.
Bill Johnston:
Hi Patrick - How would you describe the community management tasks changing over time from "starting" a community to managing a mature community?
Patrick O'Keefe:
From the perspective of a community administrator, I think it's natural to see a shift from where you do less stimulating of activity and more managing of the actual discussions and contributions.

As you grow, you'll have more to deal with, moderation wise. That's just the way it is. That's not to say you will no longer post or that you will no longer be trying to bring people in... but, once your community reaches that self sustaining level of activity, there is more for you to manage, more times where you will need to enforce your guidelines or policies, and the time needed to do those things has to come from somewhere.
Dave Witzel:
Hi Patrick,

Thanks for taking questions. Is there a role for moderators when you don't "own" the community? e.g., on FB or linkedin groups? How is it different?
Patrick O'Keefe:
No problem, thanks for asking them! :)

I'm not sure if this is from the perspective of the people who run LinkedIn (in that example) or the people who use LinkedIn. I'm thinking the former, but I'll tackle both.

No matter what type of community it is, chances are there are some standards for interaction, even if they be loose. Things like racist, sexual or other inappropriate comments don't have a place on a site like LinkedIn. Nor does copyright infringement, direct linking of images and the like. So, you have these policies and someone has to enforce them. Whether or not they have the title of moderator... there needs to be someone who is responsible for dealing with these matters.

You want to encourage users of the site to help by making it easy for them to report these things when they come up. And then you need to have someone who is reading these reports soon after they are submitted and is taking action.

So, "moderators" of some stripe definitely have a role, even if they don't play the same traditional role as a forums moderator.
Dave Witzel:
Is "community" different today than it was back in the NNTP days? How has it changed?
Patrick O'Keefe:
That's hard for me to say because NNTP (and Usenet and similar) came a bit before my time and I haven't really had the experience with it.

I would like to think that this question relates to something else I've been asked a few times, which is "what is the future of forums?"

My answer to that is that... I don't know. If I could tell the future, I'd be rich. :) But, it makes sense that as more and more bandwidth into the home (and office) becomes available, video and audio will become more and more a part of our internet experience. And that will trickle down to forums. It already has through the use of embeddable YouTube clips and similar things.

But, at the core of online forums, it's hard for me to envision a time where people will not want to communicate, learn from, help and laugh with one another through a text based discussion, where they don't have to look the person in the eye or listen to them.

That was the draw of Usenet, that was and is the draw of online forums and, again, it's hard for me to see a time when it won't be a fundamental part of the experience.

So, is "community" different? Yes and no. Community is always changing and it's always staying the same. No, in that it's still built around those interactions. Yes, in that it's easier to associate yourself with people online through the advent of member profiles, social networking and all of those great things. Innovation improves it, but the foundation remains the interaction that has always been there.
Dave Witzel:
Can you give a couple of tips for jump-starting a community? How do you get people to engage the first time?
Patrick O'Keefe:
There's something that some people don't consider "promotional" that is actually tied to any promotional endeavor you undertake.

And that is activity itself. Activity breeds activity. Not only that, but if you spend money on an ad campaign, but your site has no activity, you are doing yourself a disservice because you will not be realizing the full potential of your dollar by sending people to a dead site.

On forums, you get many more replies than new topics. There are obvious reasons for this, but there is also the fact that it's easier to reply than to start a new discussion. Some people feel timid or uncomfortable - at least at first. If you are paying to bring people to your site and your site doesn't have anything going on... a lot of people are just going to leave.

So, activity is important. Create a good product, make sure there is some activity and that search engines can find you. Unfortunately, there aren't any amazing, unthinkable tips for this sort of thing.
Dave Witzel:
Are moderators born or made? Do you do much training for moderation?
Patrick O'Keefe:
Interesting question. There are personality traits that can make or break a moderator. I've had moderators who simply did not like upsetting people and did not ever want to be the bad guy. That just doesn't fly.

I don't want to be the bad guy. I treat people with respect, I let them know what they did that got their post removed. But, I realize that my role as the administrator, as the leader, is to make decisions that, at times, will make me lonely. And my moderators have to understand this, as well. I want to be friends with my members, but I am not there to be their friends. There is a subtle, but important difference.

I'd like to think that they can be made with experience. I didn't wake up one day and think "Hey, I want to receive e-mails from people referring to me as the most evil dictator in history." :) I started managing forums when I was 15 and I found out, over time, that it was a part of my job.

Training wise, we do have a number of things in place because I don't believe in allowing moderators to simply remove whatever they want. I don't think that makes sense. The community has goals and it's important that everything that you do put you in a better position to realize them.

I actually just wrote an article for SitePoint on this (http://www.sitepoint.com/article/develop-forum-leadership). More or less (this answer is already long, I know! :)), it revolves around the following:

- Create staff guidelines that detail what their responsibilities are, how they must act, etc. Before you allow someone on board, show them these.

- Develop what I call a "situations guide" that outlines typical situations they may encounter on your forums and how to deal with them.

- Document all violations to your forums in a private forum I call a "problem users" forum. Every time a post is removed, every time a member sends me a slightly nasty PM, I document it here. I also document any replies to those same PMs as well as any and all action taken. This allows your moderators to see how things are handled and also provides you with an incredible, very important reference point should you need to make any decisions regarding a member's ability to participate on your site.

- Establish an environment of respect where your staff where moderators are comfortable asking questions. It should be a friendly atmosphere, not one where staffers critique each other.

- Don't be afraid to correct your moderators when they remove a post they shouldn't have removed. Be kind, tactful and understanding, but don't let things like this slide.

And, as well as maybe a couple of other small things, that is what I do.
Sandy Smith:
How do you make the decision that a user's participation has become destructive? What should be the procedure a moderator goes through in dealing with a problem user?
Patrick O'Keefe:
Decisions like this are made based upon what a user has done on the community. To do this, we have a system of documentation that I referenced in the last answer (and in an article I wrote for SitePoint a few years ago - http://www.sitepoint.com/article/manage-guideline-violations). Basically, it consists of two forums.

Problem Users: A forum where every member we have ever had to take any action, of any kind with, has a thread. The thread is titled with their username. We list everything from username changes and removed posts to PMs they have sent members of staff they were questionable and the replies to those PMs.

So, for example, if Member X sends me a PM where they act disrespectfully, I post that PM in the thread along with my reply, if there was one. This way, staff members see exactly what they are doing. This leads to everyone being on the same page when a member is banned and staff members being supportive of the decision.

Trash Bin: Where all post we remove go. We never edit posts as it creates sloppy documentation, harder mistakes to correct and leads to staffers being looked at as proofreaders.

When it becomes clear to me that, based upon the information in their problem users thread, they need to go, I make that call. I handle bans on my sites. I feel it's best to limit banning "powers" to as few people as humanly possible.

The process by which my moderators handle a violation is as follows (and is outlined in the article I mentioned above):

1. Recognition of violation.
2. Removal of violation to Trash Bin.
3. Documentation of violation (in Problem Users: link to the removed post, violation committed, quote of violation and action taken, such as "PM Sent").
4. Action (sending a PM, etc.).

So, that's how we do it.

By the way, thank you to everyone who has submitted questions! :) Great stuff.
Jim Cashel:
Any tips on best books or other resources dealing with online community management?
Patrick O'Keefe:
Book wise, besides my own (:)), I'm not sure. I haven't done a lot of book reading in the category to be honest.

Website wise, I enjoy the following:

http://www.onlinecommunityreport.com (not just because you are having me on for a chat!)
http://www.chrispian.com
http://www.commoncraft.com/blog
http://www.problogger.net
http://www.communityguy.com
http://www.plagiarismtoday.com
http://lifehacker.com
http://www.communityspark.com
http://www.communityanswers.com
http://www.sitepoint.com

I run a few resources as well:

http://www.managingonlineforums.com
http://www.managingcommunities.com
http://www.communityadmins.com

Thanks for the question.
Jim Cashel:
Any quick thoughts on the three biggest mistakes folks make in online community management?
Patrick O'Keefe:
I don't know if I want to say the three biggest, but here are a few that jump out to me:

1. Not having a focus. Don't try to be a community for everyone - that doesn't work. You need to know who your community is, what you want it to be, who you want to attract. Everything you do, from your infrastructure to your guidelines and how they are enforced should put you in a better position to accomplish these goals.

2. Worrying about numbers or quota. Just because you have X members doesn't mean you need X moderators. Don't try to rationalize discretionary decisions by enforcing statistics based on restrictions that you don't need to have. (I don't usually use that many long words in a sentence).

3. Let's go with thinking your moderators and staff (and you) don't have to like one another. "It's just business." But, it could just destroy you. Having differing opinions is fine - but, creating a culture of second guessing and constant criticism and flare ups is something you don't want or need. You want productivity.

Thanks for the question.
Courtney Clark:
In your experience are some audiences more likely to participate in online forums than others?
Patrick O'Keefe:
Sure, I think that's natural. Some topics are more conducive to discussions, as well. Say, for example, a pro sports discussion versus a forum on some sort of non-widespread disease. Does that mean the latter will be any less useful or important? Absolutely not.

Audiences that tend to be more computer capable will be more likely to participate in forums. I know that's nothing revolutionary! :) But, computer know-how plus a topic that's always buzzing generally equals more potential. Size wise, anyway.

Thanks for the question.
Scott Moore:
Patrick, any thoughts about staffing ratios? Total_Audience:Participants:Moderators:Community Managers:Community Director/VP.
Patrick O'Keefe:
Hey Mr. Moore, thanks for the question.

No. Actually, I don't believe in those ratios. I believe in promoting and keeping good people when you have them. Of course, if this is a pay position, it's different because of the budgetary restraints, but for most forums with volunteer moderators, I don't like to enforce any sort of staff member ratios or formulas.

If I had 5 good moderators and we had good coverage, but there was a 6th person who was awesome, I'd bring them on. On the flip side, if I had 0 moderators and there was no one on the community that I felt would likely be capable, I'd go it alone. George Washington said (I may be paraphrasing) that it's best to be alone than in bad company. I believe that.

At a higher level, community manager role, I don't really know if I'd go with any ratios, either. I've seen huge communities effectively managed by one administrator. So, I think that should be dictated by need. No matter how many administrators or community managers you have, there should always be one that has the final say, if it's needed.
Dave Witzel:
You used the word "leadership". Can a "moderator" also be a "leader"? Seems to me the terms are almost in conflict with each other.
Patrick O'Keefe:
Yes, absolutely. Moderators must lead by example.

For most, your volunteer moderators come from your community. When I look to promote people, I want the ideal members. I want members who have not repeatedly violated our guidelines in a recent span and are a good example that all members can follow.

My moderators become leaders by showing other members how to positively contribute in the community.

This is a role that I take on myself, as well, to both members and staff. To staff, for example, I handle moderator duties when I see them. I never see a violation and say "Hey moderator, take care of this." I take care of it, just like a moderator would and should.

I think it's very important for moderators to set a good example for members.

Thanks for the question.
Jim Cashel:
Any thoughts on hourly rates for off-site moderators?
Patrick O'Keefe:
I think that if the moderator role is a part time job, then it makes sense. Most moderator roles are not - they have minimum requirements, and then the time the moderator spends at the site beyond that, is of their own choosing and enjoyment.

As far as specific rates, I don't have any experience there, unfortunately. Sorry.

Thanks for the question.
Bill Johnston:
How do you think through staffing a community management team? What are the factors for assessing team structure, number of moderators, etc.?
Patrick O'Keefe:
Well, for most forums, you have the basic Moderator > Administrator structure and that will generally work great. That's the place to start, for most.

When you reach a certain size as a community where you have so many members, you may want to look at creating a new level that is essentially powerless from a community software perspective. Besides posting and welcoming members, their main responsibility is to spot violations on your forums and report them so that moderators and/or administrators can take care of them.

As far as number of moderators, etc., it kind of goes back to what I said to an earlier question. At the start, I may bring on people I know. But, as the community grows, I'd look to bring people from the actual community, onto the staff. The ideal members would be invited to become moderators. If there weren't any ideal members that had spent enough time at the site, I'd take a pass on promoting anyone, however.

Thanks for the question.
Rebecca Newton:
::waves to Patrick::: We had a wave of community being the next big thing in 2000. Some say this is yet another big wave to ride. What do you think the differences are between 2000 and now, if any?
Patrick O'Keefe:
Hey Rebecca. :) Thanks for the question.

It's hard for me to say. Much of it is the same. People interacting online. We have all of the cool new buzz words, terms and types of communities now... blog, social networking, and on and on.

The differences are in the innovation, but it'll always just be you and me interacting online, having a conversation. That's the basis.
Dave Witzel:
Do you have specific advice for moderator's dealing with kid-oriented forums? Or experiences dealing with an online community for kids under 13?
Patrick O'Keefe:
Besides moderating mercilessly? :)

I haven't spent much time working on forums specifically for kids under 13, though I have had some on my forums and they are always welcome (with COPPA compliance, of course).

I think it's clear that with a forum dedicated to people of that age, you should feel a sense of responsibility to be highly proactive in discussions to where you want to err on the side of caution on everything, rather than allowing things to play out in situations that may not be immediately clear.

Of course, parents are still the one's that are ultimately accountable for their kids. So, you don't want to be the parent, but you want to give your best effort to be aware of what's happening in your neighborhood.

Thanks for the question.
Jake McKee:
Do you see value in creating specific "community elder" positions that aren't quite full moderators and aren't quite "just community members". Thinking about folks who aren't necessarily empowered to moderate (remove/edit) content, but are given permission to "lead" the community.

If so, how do you ensure they don't get power hungry?
Patrick O'Keefe:
Hey Jake. :) Thanks for the question.

This would differ from what I talked about before, as far as a powerless level of staff who reports posts, etc.

I don't know if I really like that position - where you are specifically telling people "you are the leader of members." Part of me likes to see people just be people and allow the good people to simply be the good example, rather than christening them in any sort of way.

I can see some value in it, but it is something I've steered clear from in my own forums because I like to see members just be members, while encouraging them to come to me if they have any thoughts.
Kyle Keller, Moderator:
Thanks so much for answering so many questions today Patrick! Your responses have been great, and I think I can say for everyone involved that I definitely learned a lot!
Patrick O'Keefe:
No problem. It was a lot of fun. Thanks again for having me!
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Patrick O'Keefe Wed, 07 May 2008 18:00:00 +0100
The Open Rights Group and digital rights in the UK and around the world http://interviews.liveinterviewsonline.com/content/interview/detail/1210/ The Open Rights Group (ORG), a UK-based grassroots organization that works to preserve our rights in the digital age (our "digital rights"). ORG campaigns on issues like copyright reform, electronic voting, network neutrality and online privacy. The organization acts as a media clearinghouse, putting journalists in touch with experts, and foster a community of grassroots activists.

Ask about ORG and the state of digital rights in the UK and elsewhere.

Dave Witzel, Moderator:
Good afternoon Becky! Thanks for joining us from across the pond.
Becky Hogge:
Thanks for inviting me to do an online interview. This is the first time I've done an interview online like this, so please bear with me!
Dave Witzel, Moderator:
Can you give us the quick explanation of what the Open Rights Group is about?
Becky Hogge:
The Open Rights Group is a grassroots digital rights organisation. What that means is that we speak out wherever we feel like our consumer rights, our civil liberties or our human rights are being threatened by the poor implementation or the poor regulation of digital technologies. That might be issues to do with privacy and data protection, or electronic voting, or where intellectual property law threatens our rights to freedom of expression online.

We're based in London in the UK, and we've been around since 2005. We act as a media clearinghouse, giving journalists an informed point of view on the tech issues of the day. We also engage with policy-makers - often poor legislation and policy-making comes from a simple lack of knowledge around tech issues!
Dave Witzel, Moderator:
How can individuals get involved and help out?
Becky Hogge:
ORG is funded by around 700 individuals paying £5 each month to support the organisation. It's this pool of money that means someone is always on the end of the phone to answer queries from the media, or to meet with policy-makers. If you're interested in supporting ORG, you should visit: http://www.openrightsgroup.org/support-org/

But we don't just want your money! We have a team of volunteers who help out with lots of things, from keeping our informative wiki on tech issues up to date (Main_Page"http://www.openrightsgroup.org/orgwiki/index.php/Main_Page) to running our office and web systems, to posting news stories on the ORG news blog: http://www.openrightsgroup.org/newsblog/. Volunteers also visit tech conferences to recruit new supporters. We hold regular meetings with our volunteers, and there's always something new to do.

We have a vibrant discussion list, where ORG supporters debate the issues of the day, and we also encourage our supporters and followers to write to their elected representatives or sign petitions on particular issues.

We're working on new ways to get the community involved in what we do all the time, and we're always open to suggestions.
Dave Witzel, Moderator:
How did ORG get started?
Becky Hogge:
ORG was started in the Summer of 2005, by a group of digital rights campaigners headed by Danny O'Brien. He started a pledge on a e-engagement tool we have over here called Pledgebank. The pledge read: "I will create a standing order of 5 pounds per month to support an organisation that will campaign for digital rights in the UK but only if 1,000 other people will do the same." The deadline for people to sign up was Christmas Day-and we made it - 1,000 people signed!

What happened next was lots of organisation behind the scenes. We had to set up a company to accept the money, a governance structure, including a Board and Advisory Council. The founding Executive Director, Suw Charman, also started campaigning from the get-go, on Data Retention legislation and DRM - both of which were hot topics.

But I don't think we would have got anywhere without the faith of the initial people who signed the pledge, who were prepared to put their hands in their pockets before seeing results. Although not everyone who signed the pledge ended up being an ORG supporter, I think this is pretty normal - signing up to say you're going to do something and actually doing it are different things!

But the hundreds of people who supported ORG from the off, as well as the the small group of determined individuals who set up the organisation once they saw there was demand for it, they are the ones who ORG has to thank for its rapid success.
Dave Witzel, Moderator:
How is ORG funded now? Is fundraising tough?
Becky Hogge:
We are funded by individual donations of £5/month - this pays for our core operations. We also attract small and medium-sized grants from grant giving bodies, usually for campaign-based funding. The Joseph Rowntree Reform Turst Ltd has been particularly supportive, and we've just received a grant from the Open Society Institute.

Fundraising is tough. Because we're new, and because in the short time we have existed we have enjoyed a good track record, we have been quite successful in attracting grant funding. But relying on this to fund our core operations would be a mistake. Funders tend to want something specific for their money, and dislike funding core costs. And once you've been around for a while, funders tend to start questioning why you can't become sustainable, and start looking for the new next big thing to fund. We don't want to be in a situation where we are spending a lot of time looking for funding to continue our operations, instead of fighting for digital rights!

In terms of individual supporters, we've found that once people start supporting ORG, they usually stay supporting ORG. But it's getting people to make that decision that's the tough thing. At the start, with the pledge, we got a big influx of supporters, but increasing that number has proved difficult. We'd like to have 1,000 supporters by the end of this year - that would be enough to cover two staff members and the rest of our costs. We're experimenting with new ways to recruit supporters all the time, but we haven't found the magic formula yet.
Dave Witzel, Moderator:
I see that you are hiring. I assume this means that protecting digital rights is a growth industry?
Becky Hogge:
I'm afraid it is. The position we're hiring for is a campaigner who can take some of our issues to Europe.

It's weird, when we started the year, we thought that 2008 would be the year of privacy. In November 2007, the government here lost half the nations bank details in the post, and this took data protection issues mainstream in a big way. But then in the first quarter of this year, the European Union, where much of the law that affects the UK is made, started proposing all this crazy stuff around copyright and copyright enforcement. We'd already won the battle against retospective extension of copyright term here in the UK in 2006, but now a Commissioner in Europe is proposing to extend copyright term, we need to fight that battle all over again in Brussels. And then there's pressure from rightsholders to come to agreements - either voluntarily or through legislation - to disconnect people from the internet if they are suspected of illicit filesharing. So it's all go.

I think we're maybe at the top of a bell curve for the digital rights community. There was a time when only a few people understood the technology enough to know what civil liberties concerns were just around the corner, and my experience at least was that we were on the sidelines then. Now, there's increasing awareness in government and among citizens about digital rights concerns, and legislation is coming thick and fast - not all of it good. I would hope that in a few years' time, traditional civil liberties organisations will have wised up to the digital rights debate, and start taking on digital rights issues as a matter of course. But right now, there are only a small group of digital rights organisations out there, and lots of battles to fight, so yes, lots of work to do!


Nyk Cowham:
What restraints need to be imposed on 'online policing' activities? There is an obvious tension between the needs of law enforcement agencies and citizen rights.
Becky Hogge:
Hi Nyk!

The widespread adoption of digital technologies has massively increased the scope for covert and overt surveillance activities on the part of the state - there's no doubt about that. I don't think that democratic societies have really had the debate yet about how this fits in with their human rights, and how to get the balance right between individual liberty and the security of everyone.

For my part, I think a few concepts will help us understand the debate. For a start, the UK government seem to believe that by gathering huge amounts of data on all of us, then running scripts to interpret that data, they can somehow find people who are likely to be a risk to society or themselves ahead of the fact. Not only is this pure apophenia (a cool word I learnt recently meaning "the experience of seeing patterns or connections in random or meaningless data."), it has the potential to lead us into a society of mechanisaed compassion, where discrimination is the norm.

Strengthening the data protection regime in the UK could help, and I'm really interested in a decision by the constitutional court in Germany recently which basically says that a persons digital activity is part of their "core being" and cannot be intruded upon except under special circumstances. I also think it might help if we drew a line in the sand which meant governments do not act on information gathered through data mining without also involving a human-led investigation team. But I don't think there are easy answers...
Jonathan Zittrain:
How would you compare ORG to other electronic civil liberties groups like EPIC? How does ORG decide what positions to take? (Thanks for all the work you do!)
Becky Hogge:
ORG takes an evidence-based approach to its advocacy work, mixing inside track lobbying with grassroots engagement and targeted media work. We believe this approach serves to make legislators fully aware of the concerns of citizens and consumers at times when they can practically act upon them, and in a media environment where not acting is not an option. So we do a mix of things - media work, grassroots engagement and lobbying policy makers.

EPIC produce some fantastic work - I particularly like the reports they do with Privacy International each year. EPIC is over ten years older than ORG, and I reckon in ten years we'll have worked out the formula that works for ORG and its supporters. Right now we're trying lots of different ways of working, which is fun, if tiring!

But we do have a few processes in place to guide our work. When we come to any issue, we ask ourselves a set of questions - is it a digital rights issue? Is anyone else working on it? Do we have a good chance of effecting real change here?

And as to how we formulate our position - that's where our Advisory Council of technology and law experts come in - you can read about them here: http://www.openrightsgroup.org/board-and-advisory-council/.

We have quarterly meetings with these guys - I chair them and it's one of the aspects of my job which makes me the most nervous. In those meetings, we'll talk about what our priorities are for quarter - right now it's IP reform, E-voting and Data Protection/Privacy. We decide what ORG wants to achieve on these issues and identify opportunities for influence. In between meetings the AC sit in on an email list to give ad-hoc advice and expertise.
Dave Witzel, Moderator:
Has ORG had a big success you can brag about?
Becky Hogge:
Sure! In 2007, we succeeded in turning around the UK election regulator’s view on the maturity of electronic voting technology in 2007 - they now think we should stop piloting the technologies in the UK. And we're really proud of our contribution to the UK Government’s decision to reject a copyright term extension in sound recordings in 2006.
Dave Witzel, Moderator:
Becky, that's all the time we have today. Thanks so much for taking our questions. Any last words of wisdom you'd like to add?
Becky Hogge:
Thanks for all the great questions, and sorry I didn't get a chance to answer all of them. Being put on the spot for words of wisdom is difficult...

Perhaps I can borrow someone elses instead - those of Ithiel De Sola Pool:

"Repression is in fact most likely not before a technology of liberation comes along, but only afterward, when the powers that be are challenged by the beginnings of change."
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Becky Hogge Wed, 30 Apr 2008 14:00:00 +0100
Rebooting America: Ideas for Reimagining our Democracy http://interviews.liveinterviewsonline.com/content/interview/detail/1212/ Micah Sifry, Andrew Rasiej and Josh Levy, is editing "Rebooting America: Democracy in the 21st Century," which will be released at the Personal Democracy Forum in New York in June. It will be an anthology of essays from leading thinkers and activists. Their essays all respond to this challenge:

When the Framers met in Philadelphia in 1787, they bravely conjured a new form of self-government. But they couldn't have imagined a mass society with instantaneous, many-to-many communications or many of the other innovations of modernity. So, replacing that quill pen with a mouse, imagine that you have to power to redesign American democracy for the Internet Age. What would you do?

Ask Allison about the topic, the book, the authors, and how you can contribute.

Dave Witzel, Moderator:
Welcome, Allison. Thanks for taking time to join us.
Allison Fine:
Thanks, David, it's a pleasure to have an opportunity to "talk" about our exciting anthology project at Personal Democracy Forum!
Dave Witzel, Moderator:
Describe "Rebooting America" for us? What is the concept?
Allison Fine:
Like all good ideas, the Rebooting America anthology was hatched over a cup of coffee. Micah, Andrew, Josh and I were talking about how great it would be if we could replicate the passion and energy that is driving the use of social media in making political campaigns more democratic, flatter, participatory for governance. What needs to change about government to take advantage of all the new technologies and unleash the power of participation that we see shaping comemerce (E-Bay), politics (Obama campaign) and knowledge (Wikipedia)? So, we decided to ask the smartest folks we know to answer the question of how they would reshape American deocracy in the Internet Age and asked folks online to share their ideas. And over forty amazing essays were born!
Dave Witzel, Moderator:
Do you have a couple of essay topics, for Rebooting America, that you really hope someone writes on?
Allison Fine:
I was really hoping that someone would tackle the idea of having non-geographic representation. Wouldn't it be cool to have a new legislative body, or maybe an addition to the House, of at-large representatives elected by issue area! So, we'd have our environmental reps, and our health care reps, and anti-terrorism reps. Or whatever the categories that we could all choose together online.
Dave Witzel, Moderator:
There are four essays on the site so far (Rebooting America). Do you expect many more? Any special instructions for people thinking to submit?
Allison Fine:
We hope more will come in. My suggestions for essayists is to focus on one specific solution or idea. For instance, Ellen Miller's essay focuses on the need to get rid of the Freedom of Information Act, and Newt Gingrich writes about the need for transparency in government.
Dave Witzel, Moderator:
I was watching the video of your talk at the Berkman Center last month. You talked about millennials' interest in public policy. Can you describe their attitudes for us?
Allison Fine:
Sure, Dave. Millennials are fascinating because they are such a large generation, over 70 million of them and larger than living Boomers, and because they are immersed in causes but aliented from government. They are very idealistic and passionate about changing the world one house, one donation, one dollar at a time, but really have no understanding or interest in public policy. We are seeing an increase in their interest in politics through the increased number of young voters in the presidential primaries, but whether and how they stay involved beyond this one campaign is unclear. The paper that I wrote for the Case Foundation about Millennials called Social Citizens is now available to be downloaded at the Case Foundation website.
Dave Witzel, Moderator:
Anyone can submit an essay, is that right? But the deadline is approaching.
Allison Fine:
The deadline is May 1st for essays, so hope folks are writing furiously right now!
Dave Witzel, Moderator:
Will external authors get help editing their essay? What will the process be?
Allison Fine:
Absolutely! I read the essays for content and then we have external copy editors who put commas and periods where they're supposed to be and then the essays go back to the authors for their approval. It's a very collaborative process to try to help authors best convey their ideas. We've only had a few people jump out of their office windows when they've seen our edits, and we've been able to slot in other authors in their stead. :)
Dave Witzel, Moderator:
Can you tell us some of the people who have agreed to write essays?
Allison Fine:
Sure! Esther Dyson is writing the foreword. Matt Stoller, Clay Shirky, Jeff Jarvis, Susan Crawford, Craig Newmark, Beth Noveck, Julie Barko Germany, Harry Boyte, danah boyd, Yochai Benkler, Marie Wilson, David Weinberger, Kaliya Hamlin, John Bonifaz, Avery Knapp and Tennyson McCalla, Brad Templeton, Mike Turk, Tara Hunt, Morra Aarons, Ellen Miller, Scott Heiferman, Glenn Reynolds, and Marty Kearns. Oh, and Lance Bennett, Doug Rushkoff, Howard Rheingold. And did I mention Newt Gingrich, too! I am totally biased, and totally jazzed about the array of interesting people from all political stripes and points of view who shared their provocative ideas.

And I hope we'll be able to add one of your readers to the list, too, Dave!


Dave Witzel, Moderator:
What has surprised you most about the essays you are seeing?
Allison Fine:
Interesting question, Dave, thanks! What has been most interesting to me is that without any guidance from us, essays with polar opposite points of view have been submitted. So, we have essays that argue for the need to break through online echo chambers (boyd) and the importance of echo chambers to democracy to strengthen democracy (Weinberger.) We have essays on the need for more open government (Miller, Jarvis) and another on the need to create more open people (Smith)The need for citizen action outside of institutions (Heiferman, Crawford) and the need for citizen action inside of government institution (Kearns.) And, of course, we have the radical libertarians saying the hell with government altogether!

So, I think the essays are interesting individuals, but really provocative in juxtaposition to one another.
Dave Witzel, Moderator:
Why a "book" of essays? Isn't that kind of old-media?
Allison Fine:
All of the essays will be available in PDF format on, well, in PDF (Personal Democracy Forum!) They will be free and easily downloadable for anyone who wants to read them online. We are using a Creative Commons license, also, to aid in the distribution and sharing of the essays by us and the authors with attribution.

Nonetheless, there is still something very powerful about holding a hardcopy book with the essays intentionally organized in a particular way to create a great experience for the reader. People always ask me about the future of newspapers. And I, for one, don't think they're going to go out of business. They're going to be different, maybe smaller and they will all need to think of readers as community members who have opinions and will participate in discussions online. Our desire to hold a book in our hands, carry it around, mark it up and put it on our shelves isn't going to go away. At least until Amazon's Kindle is easier to use and read on!
Dave Witzel, Moderator:
I just visited http://blog.socialcitizens.org/ which looks like a whole new take on publishing a report. What are you trying to do here?
Allison Fine:
Ben Binswanger and Kari Dunn asked me last fall to write a paper for the Case Foundation on all the wonderous ways that Millennials, 15-29 year olds, are using social media for social change. What great fun for a geek like me! I really wanted to go beyond what Millennials to get to the why and what it means societally.

The final paper, Social Citizens (beta), ended up asking as many questions as it answered - a reflection, I think, of the nascent stage of Millennial activism. I really don't know what it means that Millennials aren't engaged in public policy, and how we engage them more in government, and what measure we should be using to capture the network effect of online activism.

So, rather than call it a white paper or concept paper, we decided to call it a discussion paper and use it as an opportunity through the social citizens blog to talk about and learn more about the idea of social citizens -- young people who view their role in a larger community solely through an activism lens without regard to government or public policy. I don't know the answers, the folks at Case don't either, so we want to learn more by engaging a community of activists, experts, young people and others to wretle with these issues.
Dave Witzel, Moderator:
That is all the questions we have time for today. Allison, thanks so much for participating. I'm really looking forward to seeing Rebooting America. Do you have any last thoughts or URLs you'd like to share?
Allison Fine:
Super, thanks, Dave, I've really enjoyed the discussion. I'll let you know when the Rebooting America anthology is available. I look forward to continuing our conversation after the anthology is released!
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Allison Fine Tue, 29 Apr 2008 14:00:00 +0100
Using SimCLIM to Support the Vulnerability & Adaptation Assessments within the Second ... http://interviews.liveinterviewsonline.com/content/interview/detail/1234/
Kyle Keller, Moderator:
Hi everyone, thanks so much for joining us today to answer questions about using SimCLIM in this initiative.
Peter Urich:
Hi Kyle and Co,

Peter here. Folks here are drifting in on fine Waikato morning. Hopefully in the next 10 minutes or so we will have a few more folks on-line and active. Thanks to everyone for the first round of questions. All very interesting!

Cheers,

Peter
Alma Jean:
There are a range of V&A models available, what features/capability of SimClim renders it more suitable than the other options?
Peter Urich:
Hi Alma,

The biggest difference between many of the approaches is flexibility and empowerment.

With SimCLIM and ArcGIS overlays, one can easily:

1] create customized scenarios for different years, emission scenarios and/or climate sensitivities?
2] examine the range of uncertainties in different combinations of GCM patterns, emission scenarios and sensitivities?
3] combine months into seasons particularly relevant for, say, agriculture or water supply?
4] analyze observed time-series station data?
5] generate scenarios of future sea-level rise which take account of global, regional and local factors and which are consistent with the scenarios of climate changes?
6] systematically perturb time-series data (monthly, daily or hourly) using those climate change patterns?
estimate return periods for extreme climate events (e.g. heavy rainfall, hot days)?
7] estimate changes in return periods for climate extremes, with and without climate changes?
8] seamlessly run sectoral impact models (e.g. DHI water, DSSAT crop)?
9] have the option of attaching additional impact models which are driven by observed data and scenarios of change?
update the system as new climate change patterns become available without retaining consultants?
Alma Jean:
The Caribbean Climate Change Centre in Belieze has done some preliminary work with the Hadley Centre...Precis Caribbean Project...on climate scenarios.Is it possible to use the output in the Sim Clim model to conduct the V&A assessment?
Peter Urich:
Hi Alma,

What format are the outputs of PRECIS delivered in? With SimCLIM you can import from a number of formats (I know this question is raised elsewhere). For example, ArcGrid, Grass Ascii and Idrisi files. Shape files for things like roads and landcover etc can also be added to a SimCLIM system.

More to this . . .

SimCLIM uses a pattern scaling method similar to that used by MAGICC/SCENGEN. Thus prior to being imported into SimCLIM Precis outputs must be processed off-line in order to get change pattern (the difference between the future climate and control run climate)which then needs to be normalised to get the changes per degree of global warming. This is not a difficult thing to do and we have done it many times. We can assist with this.
Joanna Rosemond:
What are the advantages of SimClim over MAGICC/SCENGEN and DSSAT. Can SimCLIM be used to import and synchronize with data from excel, notepad etc. I noticed that it can import from other programs but the list is not specific does the software have a list?
Peter Urich:
Hi Joanna,

With reference to DSSAT we have worked with Gerrit Hoogenboom to build a seamless interface with the DSSAT model system. Therefore a DSSAT user can import weather files from DSSAT into the SimCLIM system and perturb them using the various GCM and SRES drivers and then bringing the pertubed files back into DSSAT to run the model with perturbed weather files.

In terms of MAGICC/SCENGEN we work closely with its developers and the GCM patterns we use are derived from it.

The biggest difference between MAGICC/SCENGEN and SimCLIM is that SCENGEN is only a scenario generator which applies form global to regional scale (at a rather coarse resolution). In comparison SimCLIM is an integrated model that focuses from regional down to local scales and is essentially a "tool kit" that contains methods and models for analyzing observed climate, future climates and with links to impact models.
Xianfu Lu:
Hi Joanna,

Further to Peter's answer to your question, I would like to add that SimCLIM, to a large extent, contains the results from MAGICC/SCENGEN, for generating regional climate scenarios.

The SimCLIM team could further specify the data formats that SimCLIM works with.

Xianfu
Spencer Thomas:
What are the particular advantages of Simclim in the context of capacity constrained and data poor small island economies?
Peter Urich:
As regards to the "capacity constrained" issue: The particular advantage of SimCLIM is that it is very "user-friendly". It was designed for end-users. So we have conducted many training sessions and are able build the capacity of people in small islands to use system within a few days.

As regards the "data-poor" issue: Data is always a problem -- whether for SimCLIM or for any other model or system. SimCLIM can handle limited data situations -- one just has to be aware of the limitations and prepared to work within them. However, in our experience it is rare to find a place that does not have any data. Sometimes quite a bit of data can be derived from global datasets.
Xianfu Lu:
Hi Spencer,

My quick response to your question will be that, one of the advantages SimCLIM has is its flexibility - it can facilitate analyses according to the availability of data (you do more detailed analyses if you have a lot of data, otherwise you can still perform crude, first-order assessments even if you only have limited datasets.

Perhaps the SimCLIM team can further elaborate on this and on the capacity requirement aspect.

Xianfu
Alma Jean:
Its appears that the sectoral assessment of Simclim is limited.health etc...how would SImclim compensate for other sectors such as tourism, financial, coastal zone etc.Even with the Health sector, the capacity seems limited to dengue.ect...what about other impacts such as heatstress, respiratory diseases, proliferation of vector borne diseases to name a few?
Peter Urich:
Yes, you are correct, the number of sectoral impact models that come with SimCLIM is limited. However, there are several ways in which this limitation is overcome: (1) we have special versions that link to well-known sectoral models -- e.g. SimCLIM-DHI links to the suite of Danish Hydraulic Institute hydrological models, and SimCLIM-DSSAT links to the DSSAT crop modelling system that is used world-wide. (2)SimCLIM has in-built spatial modelling tools (the "map calculator"). With this, one can manipulate spatial data with user-created instructions or equations. So, if one knew some basic relationships between climate variables and disease incidence, this could be modelled within SimCLIM directly and quickly; (3) at the request of countries, we can add to the impact model library by identify and linking "off the shelf" models; (4) country has impact models, we can build a custom "plug-in" to incorporate the model into the systemj; (5)if need be, we can work with the country to develop new impact models
Alma Jean:
To what extent would technical support be provided for countries and at what cost?
Peter Urich:
Re extent of technical support: We have been providing on-going technical support for countries using SimCLIM and are committed to extending that support to new users. The extent of support varies from provision of software to full training and technical assistance.

Re cost: depends on the extent of technical assistance and the circumstances of the end-users.
Karen smith:
What sort of hardware is required to run the SimClim?
Peter Urich:
Nothing special as regards to CPU and/or hard-disk space. We recommend Pentium4-plus, especially if you have created a fine spatial resolution. It runs on Microsoft Windows systems.
Graham Sem:
How many GCMs does PRECIS model use or is it just based on one regional climate model by HAD Center?
Peter Urich:
The latter
Ato Lewis:
During the TrainCLIM session that we had in Barbados we noticed that some data was missing (in particular that St. Kitts but not Nevis was shown) It must therefore be asked if this error is repeated in the commercial/professional package?

Also is the detail (resolution) of the global data set sufficient to allow for fair assessments of some of the smaller states? (This is always a primary concern for those of us who comprise of multiple small islands.)
Peter Urich:
TrainCLIM is different from SimCLIM, in the sense that it is "hard-wired" and you can't add data. SimCLIM is an "open-framework" system which accepts new data and which the user can build up as required. Usually this means that we "pre-load" SimCLIM with regional and local data pertaining to the user's geographical focus.

Re the issue of global data (GCM) for smaller states: This is important point. From a "top-down" scientific point of view, there is reluctance to interpolate these data down to fine resolution without proper downscaling (either dynamic modelling or statistical). However, from "bottom-up" point of view, those concerned with impact and adaptation need something to work with -- the "best-guess". This is our primary approach. If proper downscaled data are not available, we use simple interpolations (or "re-gridding") to provide this "best-guess".
Karen smith:
What is the resolution of SimClim?
Xianfu Lu:
Hi Karen,

SimCLIM can be run either in single site or spatial mode. And the resolution of spatial analysis is variable: it depends on the baseline datasets (including climate and other sectoral variables) you can supply the model with. In other words, it can be as high as you wish providing you have sufficient baseline data. In addition, some downscaling/interpolation software packages can be applied to increase the resolution if needed.

Xianfu
Peter Urich:
This is user defined. It depends on data availability, size of geographical area, and the purposes of the assessment. The important point is, using SimCLIM the spatial resolution can be defined or adjusted. "Areas within areas" can also be created with finer resolutions and interpolated data.
Vladimir Guevara:
Hi. I am Vladimir Guevara from Cuba. Excuse me for my bad English. I have two questions. Is SimClim a resumed VandaClim system? Does the SimClim the possibility of incorporating different models to implicit therein, for example, in human health sector? Thank you
Xianfu Lu:
Hi Vladimir,

Good to hear from you. Please do not worry about English - we can understand you!

Your first question: Yes SimCLIM is an evolved version of VandaCLIM with a large number of new features and new components (e.g., impact modules).

Re impact models: yes sectoral impact models (e..g, human health impact model) can be linked to SimCLIM. The software has an interface to allow users to link impact models through a registration process.

Xianfu
Peter Urich:
No worries Vladimir . . .

No SimCLIM is an "open-framework" system which means you can customize it for your particular needs. VandaCLIM is like TrainCLIM in that it was hard-wired. The methods are similar between all the models. We have answered the second part of your questions elsewhere.
Leon Charles:
Re the answer to my first set of questions, are the hydrological modules and weather generator built into the system? or are they add-ons that will have to be acquired separately?

What will be the overall cost of a system that can be used for integrated watershed analysis?
Xianfu Lu:
Hi Dick,

Could you please address Leon's question re hydrological modules and downscaling tools/weather generators, and the associated costs to have them purposely built?

Thanks,
Xianfu
Peter Urich:
re hydrological models: The DHI models are not built into the system and have to be obtained separately under license from DHI. Once they are up and running on your computer, the SimCLM-DHI version will interface with them. Alternatively, there is a range of simpler hydrological models available. These can be run in conjunction with SimCLIM, using the time-series data and the SimCLIM scenario generator to perturb the time-series data for analyses under future change.

Re weather generator: SimCLIM does not come with a weather generator. However, we do have code for several weather generators and can incorporate these into the system.

Re cost: This is difficult to say. The cost depends on the types of models and analyses that are required.
Leon Charles:
Two questions:

Can SimClim be used to do integrated watershed analysis?

What are the characteristics of the local data required for doing sectoral impact analysis e.g. length of time series
Xianfu Lu:
Hi Leon,

To your first question: yes SimCLIM can be used to do integrated watershed analysis, through hydrological modules which can be linked into the system.

Re local data requirements for sectoral impact analysis: ideally time series data can extend to a length of 50 years or longer to derive robust trend. But if you do not have such long time series, there are different techniques (e.g., using weather generator for climate data) that can be applied to overcome the limitation.

Xianfu
Peter Urich:
Re integrated watershed analysis: The off-the-shelf version of SimCLIM cannot, itself, provide integrated watershed analysis. However, it can provide the platform on which to add models and data for this purpose.

For example, we customized a SimCLIM for a watershed analysis in the Cook Islands, using a simple hydrological model, a function to simulate flooding, functions to simulate flood damages, and functions to assess the benefits and costs of adaptation options.

Re data: depends on which sector and which models. The SimCLIM model accepts monthly, daily and hourly time-series data. At least 30 years is preferable, but the longer the better.
brian challenger:
Gretings all, particulary to Graham Sem. Just checking in. My questions, some of which are probably already answered, were just to get an overview of what are the advantages of Sim Clim for SIDS like Antigua and Barbuda vis s vis other model software, what types of data are generally required, what degree of training is required, and what are the costs of the software and training.
Graham Sem:
Greetings Brian. Yes the types of data required to build a customized SimClim system include: (i) digital elevation model (whole or part of the island(s), time series data - rainfall, temperatures, rel. humidity, wind, sunshine and sea-level data. You will also need data on agriculture (soils, agriculture census data, water resources - e.g. groundwater data, catchment data, catchment roof areas, water demand statistics, health statistics, diseases (VECTOR- AND WATER-BORNE), fisheries data, etc. or any other biophysical system that is of interest in terms v&a assessment.
Peter Urich:
Hi Brian,
Re advantages of SimCLIM: See our answer to Alma Jean's question. Overall, the advantage is that SimCLIM provides a set of tools and technical capacity that empowers you with the flexibility of building the system and conducting lots of analyses yourselves.

Re data requirements: we have already answered this question in some detail elsewhere.

Re degree of training: you could get proficient after a couple of days training, and, with a week, get a full training with some applications under the belt.

Re costs: depends on the number of participants, where, length of time, etc. But not costly compared to other professional training courses available.
June Hughes:
Hi All. This questions relates to the second part of Brian's question, what is the feasibility of holding the training for two or more countries based on the fact that we have limited funds per country
Peter Urich:
Hi June,
This is very feasible and a good idea. Have done this in the past.
Xianfu Lu:
Hi June,

From the NCSP perspective, the possibility of training for a group of countries is feasible as long as 1) there is agreement among a group of countries on the scope of the work and training, 2) substantive preparatory work takes place, 3) agreement with SimClIM group on how to carry out such a training, and 4) timeline and backstopping for follow up.

This can be discussed in further detail once we have a better sense on the directions countries will like to take.

Yamil
Leon Charles:
What will be the process to be followed if we decide that we would like to use SimClim for our V&A assessments? e.g. what preparatory work will have to be done? what will be the training needs, if any? how long will the startup process take? etc.? etc?
Peter Urich:
Hello Leon,

Depends on the extent of engagement. If, for example, you just wish the software, the process is: you license it, we pre-load existing data and data provided by you, and we send the package to you. If, however, you wish associated training and perhaps technical assistance, then a ToR needs to be prepared and a contract signed.

How long will be the startup process take? It largely depends on data availability. If there are no publicly available data for your country and it has to be obtained from in-country sources, there could be delays depending on security and confidentiality issues. For example, with one small island country in the Pacific with whom we are working, it is taking a least a month to sort out data acquisition through government.
Graham Sem:
Hi Leon,

You will need to get in touch with climSystems Ltd to say you are interested in obtaining a customised SimClim system for Grenada. The SimClim team here will require from you a set of data which includes DEMs for Grenada, time-series data for climate, temperature, rainfall, sunshine hours, wind, rel. humidity and sea level data. These sets of data will facilitate the building of a customised system for you. SimClim people here will also require data for sectors you are concerned with such as agriculture, water resources, etc.

When the customised Simclim is built usually about 2-3 weeks depending very much on supply and availability of data)it will be used in an in-country training of national experts. A two-week (10-days) intensive training will not only introduce to the experts the SimClim system but also facilitate V&A assessment and technical back-up support. The timing of training will depend on th circumstances within the country and how fast data can be made available.
Alma Jean:
What are the documented limitations of Simclim that countries need to consider in the event that this model is used for the V&A assessment?
Peter Urich:
Hi Alma,

The limitations of SimCLIM are not really documented. If you mean "limitations" as in model limitations, then it has to be kept in mind that SimCLIM is not so much a "model" but rather a "modeling system" that contains arrays of data, models and tools for performing a large number of spatial and temporal analyses using observed and future scenarios of climate change. Thus, the "limitations" pertain more to the quality of data and models that are incorporated into the system.

Having said that, the core of SimCLIM -- the scenario generators -- use the pattern-scaling approach. The major limitation of this approach is the assumption that the patterns of climate change remain constant over different forcings and time periods. This assumption is valid for most GCM runs, but one can detect changes in the patterns for others.

Also, with the current version of SimCLIM, you cannot do "ensembles" of GCMs (averages of multiple GCM runs),but rather the outputs have to be examined individually, GCM by GCM. The next version of SimCLIM will have this capacity.
Karen smith:
what are the data requirements to run the software?
Peter Urich:
Data Requirements for SimCLIM

(1) spatially-interpolated monthly climatologies (we usually preload SiMCLIM with these data):

SimCLIM needs spatially-interpolated, mean-monthly values, based on a suitably long period of record (for example, the 1961-90 30-year record), for the following variables: minimum temperature, maximum temperature, mean temperature and precipitation. Thus, you need to provide 48 image files (4 variables x 12 months). If you think that you may eventually need other climate variables, like radiation, they can also be included.

By "spatially interpolated", I mean that the data should be like maps. That is, there should be a defined geographical area (all of your country? Selected regions of the country? It is your choice). The data should be interpolated to an appropriate spatial resolution (the spatial resolution refers the grid size to which the data have been interpolated).

(2)time-series climate data for selected stations (monthly and/or daily data)(We can pre-load some data and assist with formatting of data that is provided):

Historical time-series data, along with their coordinates and elevation. The length of record does not matter, but, generally speaking, the longer the better of course. For some stations you might only have limited variables (for example, only precipitation). This is OK; we can just put whatever you've got into the database.

(3)downscaled, "standardized" patterns of monthly temperature (minimum, maximum and mean) and precipitation changes from GCMs:

The SimCLIM will be preloaded with an initial set of GCM patterns.

(4) digital elevation model (optional): if you think that elevation data will eventually be needed, also send these data for the same area and at the same spatial resolution.
Xianfu Lu:
Hi Karen,

The data requirement is determined very much by the kind of analyses you undertake. But the minimum you need to supply the model include:

1. Observed time series (for single site analyses) or gridded (for spatial analyses) climate data at monthly time step;

2. Depending on the sectors you study, sector-specific datasets (e.g., land-use land-cover for agriculture, digital elevation model for coastal flooding analysis, population density and distribution of key infrastructure etc. for coastal inundation etc.)


Perhaps the SimCLIM expert team in NZ can provide additional comments on this.

Xianfu
Chris Wolz:
Hi Peter and others:

I'm interested in climate issues but not knowledgeable about SimCLIM and such issues. Can you provide a little context for a lay audience - what is SimCLIM, how it is used in vulnerability and adaptation planning, what problems does it helps solve? Thanks for providing a little context!
Peter Urich:
Hi Chris,

The SimCLIM Open Framework System is a software product within the CLIMsystems Ltd range of climate simulation and impact model tools. SimCLIM is designed to support decision making in a wide range of situations where climate and climate change pose risk and uncertainty. A user customised SimCLIM Open Framework System software package has the capacity to assess baseline climates and current variability and extremes. Risks can be assessed both currently and in the future. Adaptation measures can be tested for present day conditions and under future scenarios of climate change and variability. With the program, users can conduct sensitivity analysis and examine sectoral impacts of climate change. The SimCLIM Open Framework System supports integrated impact analysis at various scales.


The SimCLIM Open Framework System software provides an easy-to-navigate windows platform for creating a wide range of climate change scenarios using the latest scientific knowledge. The software is unique as it is the first of its type to provide users with the capacity in one software program to examine a range of climate parameters. For example, past climate data can be queried through an extreme event analysis tool which can, among other things, determine the probability of a particular extreme event, such as heavy rainfall or extremely hot or cold temperatures. The probabilities and return periods for such extreme events can also be queried for the future using a wide array of future scenarios of climate change as released by the Intergovernmental Panel on Climate Change (IPCC). This type of information is vital to engineers designing infrastructure to withstand future climatic events and a whole host of other individuals and organisations, such as the insurance industry, that must factor in potential climatic risk when planning for developments that will persist into a climate changed future.

The software includes options for importing your own local data through the use of a data importing wizard. The software also incorporates the latest available Intergovernmental Panel on Climate Change (IPCC) greenhouse-gas emission scenarios marked by fundamentally different assumptions about fossil fuel consumption, demographic change and economic structures. A total of six emission scenarios (SRES) are included in the package and they can be queried for their associated changes in temperature, sea-level rise (total), sea-level rise (thermal expansion only) and CO2 concentration as produced by the MAGICC/SCENGEN model for IPCC. For each SRES the program produces a graph of projections from 1990 to 2100 with low, medium and high estimates. These same scenarios can be used to explore the likelihood of extreme events and future changes in sea level and coastal erosion. A water balance impact model is also included in the software package.

SimCLIM is referred to as an Open Framework System owing to its flexibility. Individual users can easily customise the package through the importation of local data and development of customised impact models that can be easily attached to SimCLIM.

Here are a few weblinks to research and projects associated with SimCLIM:

Climate Proofing: A Risk-based Approach to Adaptation
http://www.adb.org/Documents/Reports/Climate-Proofing/default.asp

New Developments of the SimCLIM Model for Simulating Adaptation to Risks Arising from Climate. Variability and Change. http://mssanz.org.au/modsim05/papers/warrick.pdf

SimCLIM: Recent developments of an integrated model for multi-scale, risk-based assessments of climate change impacts and adaptation
http://www.anzsee.org/anzsee2007papers/Abstracts/Warrick.Richard.pdf

Climate Change Modelling: The South East Queensland (SEQ) Regional Climate Change Adaptation Demonstration Project
http://www.seqcatchments.com.au/climate.htm
Kyle Keller, Moderator:
Thanks you so much for all of your questions and everyone's answers. Because we have had such a large quantity of questions, we are going to keep this interview open for our experts to continue to answer all of your questions and we will be posting their answers at regular intervals during the next 24 hours.
Peter Urich:
It is Peter here, early on Friday morning in New Zealand. Thanks everyone for the questions and interaction. Alhough I was the main person logged onto the system I was supported by Richard Warrick, Wei Ye and Yinpeng Li (we were sitting around a table projecting questions onto a screen and answering them as a team). Graham Sem was in Auckland and we interacted by phone. I wish to acknowledge everyones valuable input. It was truly a team effort. If any of you have questions after the interview closes please do not hesitate to email us on info@climsystems.com.

Cheers,

Peter (on behalf of the CLIMsytems Team)
Heather Mansfield:
Thank you everyone!
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Graham Sem, Peter Urich, Richard Warrick, Wei Ye, Xianfu Lu, Yinpeng Li Wed, 23 Apr 2008 20:00:00 +0100
Social media, organizing, and government http://interviews.liveinterviewsonline.com/content/interview/detail/1208/
Dave Witzel, Moderator:
Suw, thanks so much for taking time to take questions. You are the first trans-Atlantic interviewee!
Suw Charman-Anderson:
Thanks! I hope that I'm the beginning of a trend - there are so many people doing really cool stuff over on this side of the Pond.
Dave Witzel, Moderator:
Is it fair to say you "blog for a living"? How's business?
Suw Charman-Anderson:
Blogging is intimately intertwined with what I do, but really I earn my living because of my blog, rather than directly from it. I work as a social media consultant, helping businesses in the UK and US understand how they can benefit from Web 2.0 applications such as blogs and wikis. I focus primarily on the use of social software in business communications, particularly internally, and explain the how the tools work, what they are useful for, and how to plan and execute an implementation strategy.

I get most of my clients through word of mouth, and I'd say that my blog, Strange Attractor (strange.corante.com), plays a fairly big part in that. I write there with my husband, Kevin Charman-Anderson, who is a journalist and social media expert. We're a very bloggy household!

Having said that, I have just started a new blog called Kits and Mortar (kitsandmortar.com), which is a commercial blog about planning a green, self-build house. It's only a month old, and I'm in the middle of doing a deal to get some advertising on it. It's a bit of an experiment for me, to see whether or not it is still possible to earn a buck or two blogging about subjects that you're passionate about. So far it's had an amazing response, with lots of people sending me links and leaving comments.

But Kits and Mortar is more of a side-project, and I can't imagine me giving up consulting soon. I enjoy it too much! Indeed, over the four years since I started as a blog consultant, the market has really matured a lot, and there's more demand for my skills than ever before. Clients are telling me know that they don't see the adoption of social media as optional anymore. They know that they have to learn to better collaborate and communicate, or they are going to lose out to their competitors. It's not just about marketing anymore - these are important business tools.
Dave Witzel, Moderator:
You do a number of projects in Welsh. What is your connection with Wales?
Suw Charman-Anderson:
I've always had an interest in languages, and in particular the Celtic languages. We used to go to Cornwall on holiday every year when I was a kid, and I became fascinated with the place names and their meanings. Places like Luxulyan (from Lok-Sulyan, 'cell or holy place of St Sulyan) or Halzaphron (Als-yffarn, 'hell cliff') just sounded so much more interesting and romantic than names like Bournemouth or Wimborne that I had grown up with.

I went to the University of Wales, College of Cardiff to study geology, and started to become interested in the Welsh language. Years later, I started to learn it, and just never really quite got round to stopping. It's a truly beautiful language and there is a vibrant Welsh language culture, including some fabulous music in forms you wouldn't expect to hear in Welsh, particularly hiphop. There's a very strong learner culture too, with lots of very well written books aimed specifically at adult learners. That's great, because although I'm quite fluent if we're chatting about dinner, formal literature is still a bit beyond me.

Despite being very English - no one in my family is Welsh and I grew up on the South coast of England, quite far from Wales - I love Wales and the Welsh language. It's a very important part of my life, and of who I am.
Dave Witzel, Moderator:
Your early journalism career included covering bands. Is that where your interest in digital rights comes from?
Suw Charman-Anderson:
Before I worked as a music journalist I worked in science publishing, on a number of bi-monthly journals. Part of my job was to have our authors complete copyright waiver forms. It made me very uncomfortable to ask people to waive all rights in their work, but I wasn't quite sure why.

When I became a music journalist, I started to see first hand the issues around copyright, and how important it was for musicians to understand exactly what it was they were signing over, for how long, and to whom. Again, it made me uncomfortable to see musicians signing away all their rights, frequently without getting very much in return.

But it wasn't until I was introduced to the work of Lawrence Lessig and, in particular, his book Free Culture, that I realised what it was that had been disturbing me for so long. The way that Lessig talks about culture, knowledge and sharing really opened my eyes and made me feel as if I had to do something. And the more I talked to my fellow bloggers, the more I found people who felt the same way I did, and who could teach me more about the different digital rights issues that we face at the moment.

The sheer scale of the problems we face as a society, in the UK, the US and everywhere else in the world, is daunting, but the internet gives us the tools to organise and to do something about it. We just need to encourage people to engage with the issues and to take the relatively small actions, such as writing to your democratic representatives, which will help us solve some of these problems.
Dave Witzel, Moderator:
Where do you see blogging and online punditry going in the next few years. New technologies? New audiences? A crash?
Suw Charman-Anderson:
I don't think blogging is going to change much over the next few years. It's settled in fairly well culturally, and whilst I'm sure there will be refinements to the technology I don't think that will have a major impact on the way that the tools are used, either by the media or the general public.

I'm sure that we will see major refinements in video conversation tools such as Seesmic, and we'll see more multi-tool clients that can pull in content from many different sources and combine it in new and meaningful ways, that is all already happening.

The audience has been growing, and will continue to do so as more people get online, and as those who are already are introduced to social tools. For that reason, I think it's unlikely that we'll see a crash in blog usage, although I wouldn't be surprised if certain social networking apps showed a decline as audiences get bored and go elsewhere.

I think e most interesting question to ask is, What happens when all of this is normal and a part of the fabric of every day life? The technology's not as interesting as the culture. On the internet, that culture's thriving, but in the mainstream media, it's just not there yet.

There are still a lot of journalists who simply want to be provocative, rather than thought provoking. And many just don't want to engage with their audience in any meaningful way. There's the risk that, as Web 2.0 becomes more mainstream, the people with the real understanding of it (but little or no political power) get sidelined and those without the chops take control and regress us back to the late 90s.
Dave Witzel, Moderator:
What should a regular-joe social media producer -- blogger, twitter'r, flickr'r -- think about in terms of digital rights? Should we be concerned by specific issues?
Suw Charman-Anderson:
The game has changed significantly since I first got online over ten years ago. Back then I don't think many people really thought about personal data too much, we just did whatever we were interested in.

Now, though, there are so many ways that businesses and governments alike can gather, mine and share data, we really have no idea what information is being gathered, by who, or for what purposes. We really do need to put our foot down en masse and tell companies that our data is our data, not theirs, and that they need to respect our privacy. Whether that is by boycotting businesses or websites with a poor record, or by writing to businesses or our elected representatives to explain why we are unhappy about what they are doing, we need to all get more involved.

And the excuse that "if you have nothing to hide, you have nothing to fear" is an increasingly inaccurate one. Businesses gathering data on your web surfing habits could sell the data to health insurance providers, who jack up the premiums for anyone caught Googling certain keywords, for example. And governments using data mining can end up 'creating' suspects from thin air, simply by using a dodgy algorithm in their pattern matching software.

So privacy - what data you give to whom, and how you hold companies and governments accountable for what they do with your data - would be at the top of my list of things that people should engage with.
Dave Witzel, Moderator:
Your say your clients "don't see the adoption of social media as optional anymore." What about outside of business, in the government and non-profit space? Are you seeing the same realization?
Suw Charman-Anderson:
Overall, I think that governments and non-profits are much slower to investigate and adopt social software than business, and I think that's almost completely down to the different cultures prevalent in those sectors. Government thrives on inefficiency and knowledge-hoarding, and non-profits tend to be over-worked, under-resourced, and reluctant to spend money on something that they can't immediately see the benefit of.

That's not to say that there are no government departments or non-profits embracing social media, but it seems to happen where there is an incumbent evangelist promoting the idea to his or her colleagues. I think it'll be a while before the cultures change enough for it becomes commonplace.
Dave Witzel, Moderator:
But aren't rights to "music" and "science" somehow different? Music is for personal expression that should be more protected while "science" is for society's understanding and should be more open. Or not?
Suw Charman-Anderson:
I think that music and science are more similar than they seem: they are both about personal expression of ideas and the enrichment of society. We can't value one above the other. And just as the world cannot be studied without the works of all those scientists who have come before, music cannot be written without the influence of previous composers and musicians. Both disciplines rely on sharing, reuse, and the ability to make derivative works. That's why there's a Science Commons as well as a Creative Commons.

But that's by the by, really. Copyright does not exist to protect personal expression, but as an economic tool to encourage that expression. The idea is that by creating a limited monopoly over a piece of work, people would be encouraged to create more, knowing that they had control over its exploitation for a set period of time.

The problem now is that the creative industries have attached unwarranted "moral" arguments to copyright in order to try to bolster their position when it comes to lobbying for more rights. They have become locked into a downwards spiral of increasingly outrageous land-grabs which do existing creators no economic good at all, and which stifle future works. That are, essentially, shooting the goose that laid the golden egg for the sake of a quick omelette.
Dave Witzel, Moderator:
I was struck that the personality, if you will, of the Freedom to Connect conference was different than the more congenial online community conferences I often attend. The follow-on email discussion has been fiery. Do you feel that? Are the tubes-folks a tougher audience? Maybe it is a tougher business?
Suw Charman-Anderson:
Yes, it was a lot less congenial than most of the web conferences I usually go to. There seemed to be a lot of tension, but I think that's indicative of the industry as a whole. Small ISPs feel like they are fighting for their very survival; large ISPs and telcos are fighting for control; internet activists are fighting for the freedom to use the net without impediment; and consumers are simply fighting for an honest deal at a reasonable price. There are a lot of opposing view points, driven by a lot of opposing motivations, and that's bound to cause some friction.

In an ideal world, I'd like to see more honesty, transparency and conversation around key issues like broadband penetration, net neutrality and network capacity, but I'm afraid that's a pipe dream. We're back to the problem of clashing cultures again, and that's a big hairy problem to tackle.
Dave Witzel, Moderator:
Suw, thanks for taking time to be with us today. Any last thoughts or references to share?
Suw Charman-Anderson:
Clay Shirky recently said that when the technology becomes boring enough, it becomes socially interesting, and I feel that we're starting to get to that place now with blogs, and wikis aren't too far behind. The functionality of blogs and wikis is pretty much sorted, and the major areas of development are in usability and integration with other tools, not adding superduper new abilities. We're getting to the point where all you need in order to blog is literacy and to know what an URL is. Wikis still need better wysiwyg editing, but they too are moving towards an accessibility horizon where they go from being specialist tools to being suitable for the general population.

When that happens, you can take the technology out of the equation and focus on the people, on the cultural aspects of Web 2.0. That, to me, is what's most fascinating. How are these tools, which encourage sharing, conversation and communication, going to affect business, government and non-profit culture? In many ways, these existing cultures are fundamentally broken, with the emphasis on rewards to the individual resulting in unhealthy internal competition, which then negatively affects the company's ability to function efficiently within its marketplace. Social media can help change that. The question is, who's brave enough to let it?

Thanks for the opportunity to chat, Dave! It's been fun!
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Suw Charman-Anderson Tue, 22 Apr 2008 14:00:00 +0100
Open Source Voting Systems http://interviews.liveinterviewsonline.com/content/interview/detail/1128/ OSDV addresses a serious problem in voting technology: the lack of technical guidelines and specifications for determining truly high assurance, high veracity voting devices and services.

The results of the OSDV work -- derived from a volunteer meritocratic community of open source technologists and policy geeks -- are intended to be:
1. Draft standard specifications
2. Design and develop a demonstration digital voting service

Why, how, and when?
Dave Witzel, Moderator:
John and Greg, thanks so much for joining us today to answer questions about this big adventure you are starting on.
E. John Sebes:
Glad to be here! We're happy to have the chance for some dialogue and hopefully some meaty questions that we haven't thought about before. One thing I've learned by diving into all this voting stuff is ... there is a lot to learn!
Dave Witzel, Moderator:
How did you get started working on voting systems?
E. John Sebes:
Well, my colleague Greg Miller deserves the credit there. He brought to me the idea than an open-source group could do a much better job on e-voting technology than what we've been seeing for the last several years. I was and remain a recovering silicon valley startup-aholic; Greg and I worked together on a couple ventures in the past, and he knew I was looking for something different to do. Starting from the startup viewpoint, I had figure out 2 things. First, I had to understand why the market for e-voting technology was so under-served. It's not like these voting systems companies are evil, or incompetent, or want to deliver systems that mis-behave and create press liability for them. Secondly, I had to understand how any technology I knew anything about could meet those market needs better. It was an almost immediate realization that from a technology perspective, this was really not a large and difficult problem. Most of the problems the for-profit vendors have are results of a few really bad, hasty decisions that in hindsight are pretty understandable. As a non-profit, we can do a lot better without any one part of the puzzle having to take a lot of effort. That was enough to get me going!
Dave Witzel, Moderator:
Why "open source"?
E. John Sebes:
There's a lot packed into that term "open source"! But maybe the most important part is simple "open" in the sense of visible and transparent, or in the sense of not proprietary technology. Given that the current crop of e-voting products get a lot of coverage for mis-behaving, it is particularly hard for the public to trust them when the vendors regard these systems as intellectual property to be protected.

So, for example in New Jersey, one vendor is creating legal hurdles for government officials to have some systems independently investigated after they created some irregularities. That's not helpful for trust, and it certainly isn't in the public good.

Our alternative model is that the next generation of e-voting technology will have been developed openly, and maintained and held in the public trust. The more specific meaning of "open source" is that all the technology is available for general use, not proprietary, etc. In the more limited context, that's important for the organizations that choose to use this technology in products and services for the counties.
Barb:
How is the organization going to be funded?
Gregory Miller:
Hi Barb-
Gregory Miller here, Chief Development officer, joining a bit late from another meeting. Thanks for your question. We're a (pending) 501(c)(3) public benefits corporation based in the Silicon Valley. As such our funding will come from four sources: [1] large grantor organizations such as other Foundations, who will fund specific projects within our master project road map; [2] government research grants (where we qualify); [3] private philanthropic investors or social venture capitalists (who may fund either specific programs or operating overhead, which is minimal/skeleton); and [4] the general public (for operating expenses and outreach programs).
Dave Witzel, Moderator:
Voting is (almost) a global problem. Will US solutions work for other countries or is every country different?
Gregory Miller:
I'd argue that the processes of voting all over the world have varying degrees of irregularities and challenges. The U.S. is not alone in that experience. However, our organization is focused on the U.S. challenges FIRST and foremost. Theory has it, if we're successful here in helping America define the blueprints for digital voting equipment, we may be able to help others some day. I have to admit we're heads down on the myriad challenges int he U.S. system.
Dave Witzel, Moderator:
What are the "hard" parts of e-voting? Is it a software problem?
E. John Sebes:
No, it's not a software problem mainly. There are lots of different types of e-voting system components, and each one of them has a particular type of application software, for example, acquiring data from a scanner peripheral, and interpreting that data as votes from a scanned ballot. So there are several application SW packages, but none of them is terribly complex.

The hard part to date has been that these SW functions have been built on platforms that were convenient to develop for quickly, but which created a host of quality and reliability problems in the field. And also some real trust problems and security concerns that have been well-publicized, so I won't go into them.

So the problem is really one of what one of my guides (a former National Academy of Engineering head) called "just good choices, and good design." As a non-profit, we have the luxury of being able to make better choices, and indeed when one choice turns out not to be good, to start again!
Dave Witzel, Moderator:
What response have you gotten from funders and advocates? Is it hard finding partners?
Gregory Miller:
The responses have been excitingly positive. And during our due-diligence phase last year, this was a bit of a threshold question for us in considering whether this effort could be viable.

We surmised that given the enormous outpouring of support for the Presidential Primaries where donations are *not* tax deductible, that many of those same people would equally care as about HOW America votes as they do WHO America votes for. That seems to be right.

On the funding side, we're in active discussions with several ealry funders to provide both directed funds for specific projects such as digital voter registration services (an important part of the overall system), as well as some operational support for outreach campaigns, presentations we're making for upcoming events, etc.

On the in-kind support, there is equally exciting news. We're in discussions with several of the computer industry's leading companies who are interested in supporting our work in innovative ways even beyond donations and extended loans of equipment and services. For example, one company has suggested the "loaning" of senior technologists to the Lab on a say, 90 day period ...sabbatical like, where the Company pays the employees salary and benefits while they donate their intellectual capital to Lab work at OSDV. Another chip and IC manufacturer is interested in being available to help with providing fundamental hardware building blocks (chips, circuit boards, etc.) for the open source effort to build up application-specific hardware prototypes.

So all in all, the enthusiasm for this is beyond our expectations. In general, every single person or organization I speak to in my capacity as CDO for OSDV totally "gets" what we're trying to do and how imperative it is for the cornerstone of our democracy. The concept of a "digital public works" project is as energizing to them as it is to us.
Andrew Cohen:
I read -- and enjoyed -- the book "Brave New Ballot" by Avi Rubin. Can you recommend any other books about reforming electronic voting systems?
E. John Sebes:
I can think of a couple. One is "Electronic Elections" by Alvarez and Hall. It focuses on the e-voting tech stuff pretty well, but it's also a bit dense and on the academic side. But it does a good job of using risk analysis to present a balanced view.

Another is "Gaming the Vote" by William Poundstone. It's not about e-voting directly, really more about election reform per se. And it's very entertaining! But much of what Poundstone ends up advocating (essentially, we should use range voting) requires some new use of technology for e-voting - or so many people would claim. This book is good for getting you thinking about one of my favorite questions -- if we had elections that were conducted well (including the use of tech), how could we make them better? For the moment it's a moot point because the tech is one of several factors making it hard to conduct elections well.
Dave Witzel, Moderator:
Why have a foundation manage this process rather than government itself?
Gregory Miller:
John really covered this well, but let me add in a Simpleton's view: [1] government is under a constitutional mandate to use administrative processes typically subject to a regulatory scheme. This bureaucratic overhead simply is not conducive to the typical high technology methodologies of research and development. [2] Government projects are necessarily reliant on public funding, which is by definition politically controlled. Bottom line: government efforts twist int he political wind of appropriations, budgets (deficits, cuts, etc.) and therefore as those of us who've worked int he commercial side of the world in selling to governments know that any project that exceeds the time frame of a Congressional cycle have very little financial stability.

So between those two issues/challenges, the Government is not the best situated to lead an open source project to define the architectures, specifications, and blueprints for trustworthy digital voting equipment. They can (and do) provide guidelines as promulgated by various agencies such as the FEC and EAC, but beyond that, this is work for an outside entity.
E. John Sebes:
Well, the short answer is that the government doesn't want to! But let's be specific about "the process" - building a new generation of e-voting technology that does a much better job of meeting requirements and earning trust. There simply isn't a government body (that I know of) that would have the responsibility for fostering an effort that could be perceived as competing with existing for-profit companies. That would be a mis-perception, but remember that this is a political issue!

And I'll anticipate the next question, which is what is in fact the role of government, specifically the Federal government? There are agencies such FEC, EAC, and NIST that offer guidance and set voluntary standards, in the hopes that vendors will use them to improve products, and/or state use them to set a higher bar for certification, and/or counties demand better products.

That's a fine responsibility for incremental improvement. We're not doing an increment in the current model - we're working in a different model.
Dave Witzel, Moderator:
What will you focus on during the near-term? Say, during the next three months?
E. John Sebes:
I can answer that from the point of view of development efforts.

1) adapting and minimizing an open-source Unix system as the platform for various other components of an e-voting system

2)implementing one or two prototype systems on that high-assurance platform - probably part of an EMS, and/or a ballot scanner, depends partly on the interest of the participants

3) starting a longer project on an open-source state-level voter registration system

And there's also an e-voting poll observance projects, some other requirements-gathering efforts for (1)-(3) above, outreach efforts, community building, fund-raising, and lots more to spin up the org and keep it going.
Dave Witzel, Moderator:
Are you modeling your work after any particular efforts? Who is blazing this trail?
Gregory Miller:
Dave, let me try to clarify your question a bit. I presume you may be referring to the notion of a "digital public works" project as well as from whom or what we're gaining insight. OK...

First, we admire the Mozilla Foundation for its work in developing productivity tools for the digital economy. So you think of FireFox first, but then there is also their fine eMail tool, Thunderbird and other developments.

So structurally as an organization Mozilla comes to mind. Another is the OpenMoko effort to define an open source mobile phone operating platform.

Then there is the (obvious) admiration one must have for the work of Google on both productivity tools like their Calendar and Word Processor and of course, Android (another take on OpenMoko).

Finally, and this is a thread of another discussion entirely and probably better suited for our CTO John, we're probably blazing some real new trails here; at least two:

[1] the marriage of high assurance engineering methodologies with the process of open source development. The former is a high disciplined, structured approach to building some of the most fault tolerant equipment in the world, while the latter is a highly agile, highly distributed, sometimes chaotic meritocratic approach. We think of this integrated as a yin-yang methodology.. a natural friction must and will exist, and that is why we will have a small core team of senior technical architects who are marshaling the overall efforts.

[2] the trail blazing of a digital public works project. Public works projects are generally thought of as government funded (your tax dollars at work or municipal bonds), whereas this project is publicly funded. There is much more to be said about this, but let me toss that out as a start of an answer that deserves some real-time dynamic exchanges or a longer written answer.
Dave Witzel, Moderator:
Have you been able to get programmers to volunteer time to work on this project? Has it been hard?
E. John Sebes:
Yes we have. The hard part is using what is for now an all-volunteer group of people to spin up even one ongoing project in which many people have the chance to contribute manageable chunks of work.

So for example, right now I'm working with a volunteer to make a one version of the platform, but structured with a number of small to medium tasks for other folks to do, to trim down the platform to be (close to) only what it needed to support the application SW packages for EMSs, scanners, markers, etc.

I think that the voter registration system project will be a bit easier, because it's very well specified already as a number of distinct chunks of work.
Dave Witzel, Moderator:
What are the problems with the current approach to developing e-voting systems? Why won't a commercial approach work?
Gregory Miller:
OK, so let me sound a bit activist about this with the following proviso. First, like my partner, I've spent a good deal of my career in new venture work, both on the start-up side as a venture backed entrepreneur and on the VC side as a deal analyst and an adviser/catalyst to start-ups seeking to grow and fund their dreams, where my most recent commercial work took place. That noted, I *am* a true capitalist at heart and completely support the capitalism model. I am also a pragmatist.

So... here's the simple problem: the commercial vendor has a fiduciary duty to their shareholders to maximize profits and returns. It is a necessary mandate of the commercial model. And so long as shareholder interests (must) come first, the public interest will not. Its that simple.

I do *not* fault the commercial sector for that business model. But I *do* fault them for trying to apply it wherein the resulting product is the cornerstone of our democracy. The trouble is that there is no motivation on their part to do the heavy lifting, make the large investments, and do the proper non-recurring engineering effort to build truly trustworthy machinery form the ground up. It simply does NOT pencil out (read: insufficient ROI).

This is where the OSDV model shines and is potentially so breakthrough: OSDV is taking the heavy lifting off the shoulders of the commercial sector; the OSDV will design, specify, and develop the architecture and blueprints (if you will) including sample and reference implementations for how these machines must be built. And we'll do so in a highly transparent, public open source manner. Then ANY commercial vendor will be able to take a royalty-free license to the technology to build their commercial products, have them run through a certification process by OSDV (and will also need to be certified by NIST and EAC, who will also certify our work earlier), and then sell and service the resulting systems. BTW: it should be obvious that is where those vendors make their coin: on going support and service.
E. John Sebes:
The commercial approach hasn't worked well so far, if you measure success by customer satisfaction of the counties that purchase e-voting products, or public confidence, or any credit of brand goodwill to the vendors.

That came about because of a sort of mini-gold-rush mentality a few years back when there was this load of Federal money from the Help America Vote Act (HAVA, and time to market was all. It's not a surprise that high quality was not a result, and indeed, there were few requirements around quality.

Now, the vendors are stuck with what they brought to market, and have little incentive to go "back to the drawing board". In fact, the market for e-voting systems is small enough that really they probably shouldn't try to justify it to shareholders even if they wanted to.
Dave Witzel, Moderator:
What kind of help are you looking for now? If someone is interested in supporting you, what should they do?
E. John Sebes:
I think that we can use pretty much any kind of support in a broad range below. But in all cases what they should do is go to our Web site http://osdv.org and hit the join button. Fill out a short form, indicate whether you have some particular type of work you'd like to do or skill to apply. And we'll contact you, and figure out how to put you to work in our community!

That said, here's a list of types

contributions of technical effort, including but not limited to open source OS distro, database app development, XML extensions and data interchange programming, app integration and development;

contributions of technical infrastructure support for things like drupal, wordpress, mediawiki;

contributions of technical infrastructure support like writing and visual creatives for some of our media events, legal services, local organizing for the observance project;

financial support;

support for fund-raising efforts, help with grant proposal writing;

help getting the word out about the work we're doing! Join the Facebook group, tell all your friends, and so on!
Dave Witzel, Moderator:
This is really wonderful stuff. Greg and John, thanks for taking time to join us. Do you have any last words for us?
Gregory Miller:
First, thanks so much for inviting us here to talk about the OSDV Foundation and Project!

A mentor of mine as well as a Board Member regularly reminds me of what I know to be true: at the end of the day, we are but shepherds of what we hope to be a real movement with real results: breakthrough, next generation digital voting equipment that people can actually see, touch, and try. As such, the OSDV project will and needs to take on a life of its own. Our job will be to merely shepherd the effort.

So this is far from anything about us, and all about everyone else... those who will donate mind share to the design, specification, and development work; those will donate a few dollars here and there to keep the operation alive so the larger grantor organizations will fund the specific projects, and even those who offer feedback to design reviews, focus groups, and public comment opportunities.

If you are eligible to vote, you are eligible to help this effort. And there are many many ways to do so far beyond engineering or development or simply donating a couple of dollars.

As Chief Development Officer, I'd be remiss if I didn't toss in this thought too. We've pushed the spreadsheets, and here is an interesting thought: if 80% of all the people who've made a non tax deductible donation to any presidential primary campaign were to say, "Nope I have NO interest or care in how I vote or whether my votes count or what the OSDV is trying to do to help that, and so no, I will not support the OSDV" ...if 8 out of 10 people said that, then the remaining 20% who did each give us a one time $20(tax deductible) donation, would completely fund 2 years of work to restore trust in the system and deliver trustworthy voting technology.

To me, that says two things: [1] an enormous amount of money is being poured into elections (estimated to be over $1B for this presidential race before its over)... that is, an election that will (this time) rely on the very same infrastructure with all its shortcomings, irregularities and faults that we've had to endure since 2000, and [2] the cost for OSDV to FIX that is 8/10ths of 1% of the total projected cost of the 2008 U.S. Presidential election. Think about that.

So I guess in closing I'd say please JOIN the OSDV effort. You count in this democracy, so make the small effort to make sure that going forward your choices, your voices, and your ballots count too.
Cheers
E. John Sebes:
It's been a real pleasure, thanks very much!

Last words, well, this is community effort, with room for all. It's not about the people who are involved now, knowing how to fix all the problems, and just getting the work done. It's about continuing to build a larger community of people -- many of whom know more about the problems and solutions, the means and the ends, than we do today.

And as I said in answering the question about what people can do, there are plenty tasks large and small of many kinds for people with many types of skills.

And perhaps the most important task can be done by those with interest but not a lot of time to contribute - keep helping us get the word out to broaden awareness and continue to find folks who are able to contribute.
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E. John Sebes, Gregory Miller Thu, 10 Apr 2008 18:00:00 +0100
MySpace: Where Pop Culture Meets Social Activism http://interviews.liveinterviewsonline.com/content/interview/detail/1124/ available online. This interview was an opportunity to continue the discussion.
Andrew Cohen:
Welcome to Forum One's Live Interviews Online and thank you for joining us today for a live discussion with Heather Mansfield of DIOSA | Communications and the Nonprofit Organizations MySpace. and change.org We'll do our best to answer all of the questions, and we're pleased to see some great questions already. Welcome, Heather!
Heather Mansfield:
Thanks Andrew... it's great to be here!
Andrew Cohen:
Heather, in you presentation at the Press Club you dispelled some misconceptions regarding who uses MySpace. The common assumption is that it's only frequented by high school students. What do the real demographics look like?
Heather Mansfield:
Amazingly, this is still one of the largest myths about MySpace. Here are some stats:

• 77 % of users are 18 and older.
• 72% earn $50,000 or more per year.
• 52% of users are female.
• Very culturally and ethnically diverse.

Andrew Cohen:
How does MySpace's compare in size to the other major social networking sites? Is it still the largest social networking site in the world?
Heather Mansfield:
MySpace is still the largest social networking website in the world. It has 110 million active users. MySpace receives more page views than any other Web site in the world — more than 1.3 billion a day. It is the third visited website in the United States only behind Yahoo! and Google... and the fifth visited website in the world. It grows by 250,000 new users per day.

In comparison, for example, Orkut.com is the second largest with 109 million users. Hi5.com is the third largest with 70 million users. And Facebook comes in fourth with 69 million registered users.
Sophie:
Heather, Why should companies perform outreach with MySpace vs. some of the other social networking sites? What are the advantages of MySpace over the others?
Heather Mansfield:
Since MySpace is completely customizable with html – unlike most other social networking websites – you can design your MySpace to drive traffic to your website, get new e-newsletter subscribers, and insert donate buttons or fundraising widgets. MySpace functions as basically a portal to your Web 1.0 tools... and over 110 million people that at your fingertips.

Also, MySpace has very few rules and little to no censorship. You just can't override the advertising banner or upload pornographic photos... otherwise, anything goes... and this is what I love about MySpace (in addition to all the great music!)... it’s the greatest experiment in the masses self-organizing and controlling the message that our global society has ever seen.

I also like that MySpace is in over 20 different languages... and they are launching MySpace Latino on April 11!
Kelly:
Given Facebook's tremendous user growth this past year, what do you think is the future of MySpace?
Heather Mansfield:
Someone told me a story recently about a session at the NTEN conference last month. The presenter asked the 200+ participants in the room if their nonprofit was using Facebook. 90% raised their hands. The she asked who has received concrete results from using Facebook... 1 person/1 nonprofit raised their hand. Everyone laughs...

The strength of Facebook is its ability for people to communicate with one another one-on-one... and to easily find people that they went to school with or worked with. An organizing tool, Causes and Groups haven't resulted in much new website traffic, donations, or e-newsletter subscribers.

BUT I'll just say this... my theory is that the future of Facebook for organizing around nonprofit mission is Facebook Pages:

http://www.facebook.com/business

Lots of benefits there.

As far as the future of MySpace, it is still growing faster than Facebook with 250,000 new users per day... compared to Facebook's 200,000. There is space on the Internet for two powerful social networking websites... especially since these two couldn't be more different.
Kelly:
What do you think of the new MySpace Apps that have been started rolling out recently. How do they compare to Facebook applications?
Heather Mansfield:
I am super excited about these:

http://apps.myspace.com

They will truly change the way MySpace functions and how people use it. MySpace has been very cautious about launching these and isn't actively promoting them.

I am testing two Apps on the NPO MySpace page... and Change.org is launching a MySpace App in a couple of days... very exciting!

A lot of the Apps on Facebook are now on MySpace... but as I mentioned, MySpace is being much more cautious, slow and deliberate about launching them. Since many folks on MySpace don't understand html, the new Apps will allow them to more easily design their MySpace.

Also, on MySpace... you have a public view and a backend... the Apps in the backend on MySpace function in a way that they don't on Facebook.
Dave Witzel:
Hi Heather. I see you work with change.org. Can you give us the quick elevator speech about it? How does it work?
Heather Mansfield:
Change.org is the only social networking website built specifically for nonprofits. Approx. 1,000 nonprofits have signed up and we and have over 100,000 active members.

Change.org allows nonprofits to custom-design and brand a social networking site... and then provides a number fundraising and e-advocacy tools and widgets that nonprofits can use to build a powerful, social networking community of fundraisers and activists. In a relatively short amount of time you can have 5-100 individuals fundraising and promoting your organization online - via email, MySpace, Facebook, etc.

Change.org also offers MySpace and Facebook Apps... allowing nonprofits to use MySpace and Facebook... to drive supporters to Change.org where they can donate, fundraise, take action, etc. A really amazing site.

We've just started giving weekly webinars for free... they are posted here:

www.change.org/bestpractices
Larry:
Heather, which are your favorite nonprofit MySpaces you've seen recently? Who is really doing it really well?
Heather Mansfield:
Dave Witzel:
What about organizations starting "their own" social networks? Is that ever a good idea?
Heather Mansfield:
Unless you are a large national organization with millions of members, I don't see the point of this. Do people really want another login just to go on that organization's social network to chat? They are already on MySpace and Facebook... so I say go there... where they are... where it is convenient for them. A lot of nonprofits are afraid of MySpace and Facebook because they can no longer control the message... but releasing control is the power of Web 2.0! And you can control the content on these sites more than you may think...

I highly recommend Change.org for your social network that is more branded for your organization... and all the tools available there to integrate your Change.org community with MySpace, Facebook, YouTube, etc. Why reinvent the wheel, you know?
Andrew Cohen:
What are some of the biggest pitfalls orgs should avoid when setting up their space?
Heather Mansfield:
There are so many actually. My guess is there are 25-50,000 nonprofits on MySpace... only about 10% seem to really understand all the tools available to them on MySpace... and I see mistakes all the time... MySpace is vast... enormous... so many tools there... and most nonprofits don't have a clue really.

If you are thinking of getting on MySpace or already on MySpace, see my MySpace Best Practices:

http://www.diosacommunications.com/myspacebestpractices.htm

If you are not on it yet, pay particular attention to the design best practices!
Dave Witzel:
How many social networks should a group participate in? Seems impossible to do them all...
Heather Mansfield:
Minimum:

MySpace
Facebook
Change.org
YouTube

Design and integrate all four to drive traffic to each other, and back to your website... then list the Web 2.0 icons on your website, such as:

www.transfairusa.org

After you have mastered these, think of branching out into the world's of Digg.com, Twitter.com, and Flickr.com.

Hi5.com is another to watch... but build the Core 4 first... MySpace, Facebook, and YouTube are all in the top five visited sites in the U.S.... and top 10 globally. Go where the people are! Then use Change.org - the only social networking website built specifically for nonprofits...
Rick Gentry:
We have some 89,000 friends on MySpace. We've had a donation button on our MySpace profile for quite some time. To date we've received one gift through the link. Just a poor link or is MySpace not receptive to FR?
Heather Mansfield:
Fundraising has not hit yet on MySpace or Facebook... but when it does you will 100,000+ friends to tap into.

Just putting the button or a fundraising widget on your MySpace (just like a website) won't work. You have to do the ask via bulletins and use your MySpace blog to organize a fundraising campaign.

Also, is your MySpace designed to drive traffic to your website and e-newsletter subscribe? You can funnel thousands from MySpace to your e-newsletter... and they may become donors 2 weeks or two months down the road.

Also... ask people on MySpace to create a fundraising page for you on Change.org!

More:
www.diosacommunications.com/myspacebestpractices.htm#fundraising
Brett:
MySpace seems to be slowly rolling out their Impact section (I know I signed up to hear back 6 months ago). Thoughts on this section's focus?
Heather Mansfield:
For those who are not aware:

http://impact.myspace.com
http://www.myspace.com/impactawards

A few nonprofits are testing their new Impact profiles... but when they are going public and what exactly they will entail... I don't know!
Dave Witzel:
What events are you attending or speaking at? How can we catch up to you in meet space?
Heather Mansfield:
My speaking schedule:
www.diosacommunications.com/services/web20trainings.htm

I also give webinars:
www.diosacommunications.com/services/webinars.htm

That's the beauty of Web 2.0... I moved back to my hometown of Springfield, MO where the livin' is easy... now traveling less and webinar(ing) more... doing work I love!
Dave Witzel:
In his interview a few weeks ago, Jason Lefkowitz was pretty skeptical about social networks and web 2.0 frim-frammery. He says to focus on basics. Do you think myspace should be a high priority or something to do after your website is working well?
Heather Mansfield:
Absolutely! I can't say this enough... you use MySpace to drive traffic back to your website [and Change.org]:

For example, Grassroots International:
www.myspace.com/grassrootsinternational

Now G.I. receives 25% of its traffic from MySpace alone... and 10% of it's new e-newsletter subscribers... they have only raised $1,000 on MySpace... but who knows what they people have done once they visited their website and subscribed to their e-newsletter?!
Brett:
Is there any studies yet showing the impact of social networks on action? I find most social networks to be a mile wide and inch deep and that you should expect very little conversion of friends to action/sign ups/fundraising, etc.
Heather Mansfield:
Well... I have 30,000 friends on the NPO MySpace... when I send around an email campaign via bulletins on MySpace... that results in anywhere from 50-150 actions being taken. I think that is good rate.

The problem 90% of the nonprofits on MySpace do not know how to "work" this site correctly...

Again.... it took almost a decade for online fundraising to take off... still only makes up 7% of all giving... be patient with social networking fundraising... it won't happen overnight... and I can't stress this enough... if fundraising is you major focus... use Change.org!
Andrew Cohen:
Heather, thank you so much for taking questions today. You have provided loads of great resources and lots of good persective. Thanks for being here.
Heather Mansfield:
Thank you everyone!
Heather spoke at Forum One's Web Executive Seminar on February 26, 2008 at the National Press Club in Washington, DC. Slides are available for this event.]]>
Heather Mansfield Wed, 09 Apr 2008 19:00:00 +0100
Debatepedia: Where it is, where it is going, and what it all means http://interviews.liveinterviewsonline.com/content/interview/detail/935/ Depatepedia, the "Wikipedia of debate and deliberation," has been running more than a year. Ask founder and editor, Brooks Lindsay, about what he's learned and where its going.
Dave Witzel, Moderator:
How did Debatepedia get started? What inspired it?
Brooks Lindsay:
I founded Debatepedia in early 2006 in my last semester at Georgetown. I found a tech business partner, gathered a group of students and professors to develop the concept, and we just jumped in. Then, we worked hard, consistently. And, certainly, innovations evolved over time. The idea, like all ideas, took greater and greater shape over time; there was no one single light bulb moment. As Thomas Edison put it, "Genius is 1 percent inspiration and 99 percent perspiration." Maybe we're not geniuses, but you get the point.

Debatepedia came out of a fascination with Wikipedia, a recognition of its inability to present debates in a full and helpful form, and a class in which I was reading a book called "Taking Sides", which essentially had scholars write pro con essays for certain topics. Like many innovations, it was largely a matter of connecting the dots and moving forward quickly.

What became clear is that it takes way, way too long for citizens to gather the primary pro and con arguments in any given public debate, such that they can deliberate effectively and take a stand. It takes me 20 hours to compile a pretty comprehensive list of the primary pros and cons in a typical public debate. That means other citizens have to spend at least as much time doing this. What ordinary citizen is going to do that? They simply aren't. And, I don't blame them.

It takes about twenty minutes to read a typical Debatepedia article. So, a big part of our mission is to make it ten times easier for citizens to view the information they need to deliberate through debates they care about and take a stand. Assuming Debatepedia scales on par with Wikipedia, you're talking about a lot of time saved, a lot more informed and passionate citizens, and a truly heightened public discourse.
Dave Witzel, Moderator:
What has been the most successful debate so far?
Brooks Lindsay:
Well, the most trafficked debates are the ones that both have the most content and are highly contentious and important. One of our most trafficked debates is on closing Guantanamo Bay. Its content is pretty good, but can always be improved.

http://wiki.idebate.org/index.php/Debate:Guantanamo_Bay
Dave Witzel, Moderator:
What makes for a successful debate?
Brooks Lindsay:
A successful debate is determined in large part by the will of the editors. If editors are determined to commit to the mission of comprehensively documenting the primary pro and con arguments in a debate, then all is well. If they are not, and are more interested in venting, then it is typically less successful. To some extent, it's difficult to convince people that this is an encyclopedia project, instead of an ordinary debate site where people are free to express themselves with "I believe this" and "I believe that"...

The other component is simply my editorial oversight and guidance. Someone might make the mistake of expressing their personal views, but that doesn't mean they are being mean. It might, rather, simply mean I need to nudge them in the right direction, provide guidance, and edit their work. Indeed, on a wiki, community-building and proper directioning is done the old-fashion way; by hard work and one-on-one interaction.

The other thing I would say is that a good topic demands a good/important question. If a debate matters to people and their lives, it is typically going to gather more steam (both the good and bad kind - but we have an exhaust valve for the bad).
Dave Witzel, Moderator:
With an election campaign going on, I have to ask -- can we use tools like this, on a large scale, to help society address policy issues?
Brooks Lindsay:
Certainly. Debatepedia is a tool where any public debate can be opened by any user around the world, and where the pro/con splitscreen format can be used by citizen-editors to frame debates, to help them deliberate through the pros and cons, and help others do so as well. So, certainly, it is meant to scale in the election cycle to fit the public demand for information that can help us deliberate through important and complicated public debates. The issue right now is getting the critical mass of volunteer editors so that it can scale. This is something we are trying to improve on.

I would also say that debate pages are meant to scale in many ways that go far beyond Wikipedia's capacity to scale. And, the way it does so is important to voters. Beyond the splitscreen pro/con structure we've adopted, what we enable is that specific arguments - for instance "Handguns should be banned due to their uniquely dangerous concealability" can be made into their own page (with the above "claim" as the title). In these argument pages, a mass of supporting evidence for that particular argument can be presented, including such things as quotes from scholars and experts. This enables the scaling of evidence-presentation in a way that has never been done. It is also important to note that this scaling remains organized and relevant to our final deliberations on a topic. The pro/con debate pages remain manageable and concise, so that we can view the essence of the debate and weigh and deliberate effectively. This is very important when voters have to decide where they stand and compare that to where the candidates stand.

Dave Witzel, Moderator:
You use a Wiki as the platform for Debatepedia. Why did you make that choice? Is debate a "wiki" type problem?
Brooks Lindsay:
The wiki platform is essential and appropriate for debate in a number of ways. But, it takes the proper perspective. On a wiki, you need to be able to arrive a consensus in regard to the content that you are building. That is, the community needs to be able to agree about what is appropriate and inappropriate content. What we are doing with Debatepedia is building an encyclopedia of debates, arguments, and evidence. Are thesis and experience is that we can come to agreement and consensus regarding what arguments are being made in these public debates, who is making these arguments, and we can agree on the quotes from experts that reflect these arguments. So, we can form a consensus on the wiki regarding, "what is the debate".

The wiki is also appropriate as a means to avoiding the repetition of arguments. We want Debatepedia to be reader friendly, in the sense that arguments aren't repeated (which happens all the time on other debate forums). The wiki avoids this by synthesizing and widdling down encyclopedic entries into a reader-friendly form.
Dave Witzel, Moderator:
You talk about a "logic-tree" for debates. What does that mean?
Brooks Lindsay:
The purpose of Debatepedia is to help citizens deliberate through debates they care about. The structure is designed specifically to aid this process. People deliberate through "yes/no" debates, among other, more multi-faceted debates. We encapsulate yes/no debates by titling a debate with a yes/no question. Then, we have a pro/con splitscreen structure; pros on the left cons on the right. Simple enough. But, what we realized, is that super long lists of pros and cons can be disorganized. So, we innovated a subquestion/subdebate structure. In this, the primary subdebates (social, economic, externalities...) in any given larger debate can be addressed systematically. We call this a "logic tree" because it orders and aids the way users deliberate through a topic. See the below example.

http://wiki.idebate.org/index.php/Debate:DC_handgun_ban
Dave Witzel, Moderator:
Can we use Debatepedia to address serious social issues -- global warming, war in Iraq? Has it been done yet?
Brooks Lindsay:
Certainly. But, the yes/no questions (which frame the debates) that are asked have to be well formulated. For example, you can't just ask, how do we solve global warming or how to we solve the war in Iraq. We need to be more specific, asking questions like, "What are the pros and cons to solar energy?" or "Is nuclear power an important solution to global warming?" and others. Or, "Can we consider the troop surge in Iraq a success?" Specificity is important.
Dave Witzel, Moderator:
You say that the Guantanamo Bay "can be improved". Do debates every end?
Brooks Lindsay:
No debate ever ends, really, just like no article in Wikipedia is really ever completely done. New evidence can be added, new arguments, or, simply, the rhetoric can be improved. This is another important aspect of the wiki technology; it leaves room for constant improvement. Its humble, I guess, in this way, which we need.
Dave Witzel, Moderator:
You did debate in school, I believe? I debated in High School and got frustrated at the emphasis on winning the "debate" as opposed to arriving at "the right answer". Does Debatepedia address that conflict? Are there debator tricks to be used or avoided?
Brooks Lindsay:
The competitive debate world is really struggling with itself right now. Its been misguided. The emphasis on winning is only a small part of the problem. The bigger problem is that many of the styles focus on technicalities and super-fast-unintelligible speech. The focus, for many of them, is away from helping debaters uncover what course of action is actually ideal, in any given instance. This is what it should be about. That it is not, is part of the reason why nobody attends debate tournaments anymore. There are good movements of change, though, such as Worlds Debate, which simply makes debate sexy and to-the-point of finding the "truth".

Debatepedia is aimed squarely at channeling the debate community toward more productive ends, and re-focusing it on "righteousness" over competitiveness and technicality. We have about 10 interns right now, which I think is a testimony to the itch in the debate community to have greater meaning.
Dave Witzel, Moderator:
Can you give us some idea of numbers -- how many people visit the site, how many debates, edits, posts?
Brooks Lindsay:
We have about 2,000 unique visits to the site every day. A good number, but not massive yet either. We are looking for better ways to promote the site, like this interview. Ideas? Contacts to bloggers or journalists who'd want to write a story? Contact me at brooks[at]debatepedia.org.

We have about 600 debates, hundreds more argument pages (specific arguments with evidence, quotes), and over 500 edits per day I think.
Dave Witzel, Moderator:
What kinds of reactions do you get from participants? Have you had anyone say "this changed my mind!"?
Brooks Lindsay:
Yeah, some people have said that it clarified their position. We haven't had a "changed my mind" testimony yet. That would be a great to have. But, many people are using it for college essays, and have expressed thanks for that.

What we really want people to say is, "wow, editing on the site helps me frame the debates I care about in your logic tree, so I can deliberate better."
Dave Witzel, Moderator:
Brooks, thanks so much for joining us today and best of luck with Debatepedia. Any last thoughts or references we should know about?
Brooks Lindsay:
Thanks Dave. It was a pleasure.

Just check out the site, use it to deliberate on debates you care about, and use it to edit and frame debates you care about and want to dissect better. And, help others deliberate too; perform a good, worthy public service!

All the best,
]]>
Brooks Lindsay Thu, 03 Apr 2008 19:00:00 +0100
Building Town Halls Online http://interviews.liveinterviewsonline.com/content/interview/detail/1010/
Steven Clift has succeeded at creating the equivalent of local town halls for the online world. Multiple contemporary barriers impede participation in politics and the citizen sector, resulting in feelings ranging from confusion to powerlessness to distrust. E-Democracy.Org achieves the impact of community meetings more conveniently, less expensively, and by reaching more people.

Steven also talked about these issues in his presentation at The George Washington University's Institute for Politics, Democracy, and the Internet. Audio and slides are available.

Dave Witzel, Moderator:
Steve, Welcome! Thanks so much for answering our questions today. Are you in Minnesota now?
Steven Clift:
Thank you for having me.

Yes, I am at home base right now in Minneapolis. I actually travel much less now that I have two small children! So I am not in some place like Mongolia right now.
Dave Witzel, Moderator:
You are doing a lot of things. How should we keep up? Explain how we should think of http://dowire.org/ vs. http://e-democracy.org/ vs. http://www.publicus.net/. (Did I miss any?)
Steven Clift:
http://stevenclift.com ... actually that is where I explain the difference.

For a decade+ I spoke to/consulted with governments in over 25 countries on "e-democracy" generally. (I still give speeches :-)). Publicus.Net is the home for my speeches and articles.

However, with my new Ashoka fellowship about a year ago, I now am working full-time for E-Democracy.Org. This is great, because I used to subsidize this extensive time effort before.

DoWire.Org remains a global online community on e-democracy. It is also my general e-democracy blog.
Jim Cashel:
Hi Steven:

We always see "what works" with respect to online democracy initiatives. Could you list 3 or 4 things that (perhaps counterintuitively) don't really work? Thanks.
Steven Clift:
If there are 100 ways to attempt an e-democracy project or program the challenge is to find the five possible paths to success.

The challenge is to avoid the 95 routes to failure.

Some thoughts:

1. Most e-democracy projects fail based on expectations - it is essential to set reasonable expectations and declare victory. In the non-profit/government space momentum is far more important than in instant success in the .com world.

2. Build your audience before you open - never, never, never, start a project with a press release and an empty chamber. Everyone coming in is saying at the same time, there is no one hear or at least no one posting. They never come back. Say you are hosting a time-limited two weeks online event/consultation on some policy matter - you must seed the discussion and most importantly sign people up for a couple months in advance and have permission to e-mail them daily updates to bring them into the site during the event.

3. Don't get caught up in the latest and greatest technology when there are tools that work today. I am sure we will get into Issues Forums today.
Dave Witzel, Moderator:
What are you working on now? What are your top priorities?
Steven Clift:
Right now I am eating and breathing E-Democracy.Org.

As I've traveled the world, I always come home to the dynamic role a geographically-based online public space can play in the real world.

Convincing people around the world to build local Issues Forum (with us or on their own) is my passion. Shouldn't everyone have a place in their town where that can have a voice online and connect with their neighbors to make their small part of the world a better place.

The reality today is that I am spending most of my time on fund raising. In the past our formerly *all volunteer* effort had almost no costs and was therefore quite sustainable. Now that we are 10 communities in 3 countries with another 10 forums in the pipeline (some places have multiple neighbourhood/neighborhood forums), we have to professionalize our support. This is starting with long-time E-Democracy.Org volunteer and sometime contractor Tim Erickson who is now our Program Director.

If you want a glimpse at my latest "volunteer" passion, check out the 190 person neighborhood forum where I live is the Standish-Ericsson Neighborhood of Minneapolis: http://e-democracy.org/se.
Dave Witzel, Moderator:
How do I start an issues forum in my community or neighborhood?
Steven Clift:
Here is the short recipe:

1. Gather 5-10 people in your area interested in the idea. Contact us so we set up a "team" online group to support you.
2. Recruit a volunteer forum manager and assign other roles like discussion starter, recruiter, etc.
3. Draft your "charter" which defines the scope of forum and read up on the universal rules which make your job easier: http://e-democracy.org/rules
4. Recruit at least 100 people. Pay attention to making the forum "matter" by aggressive inviting those with power and access to resources in the community (elected officials, journalists, neighborhood activists, etc.). This is what you need to motivate participation by "average" citizens.
5. Open and facilitate your forum which we will host at forums.e-democracy.org - work to keep it issues-focused and civil!

If you want the long version, we have a free 60 page guidebook available from: http://e-democracy.org/if.
CyberRAH:
How can we as citizens ensure that more voices can and will join the e-democracy conversation?

Are there tools shared online that can help us help those who are in need of technology resources?
Steven Clift:
This is the one million dollar question. Or, I suppose it would now be more dramatic to say a one million euro question.

The honest truth is that online people have the power to click - then go to the website and online experiences that interest them most. That is why at the national level, we see a highly charged political class eating up this whole partisan blog thing. It may seem like their is more political participation, but it might be that this small percentage of the population is sufficiently isolating and self-referential in a transparent and access way.

My fear is that national models of democratized punditry are making their way into local online spaces and sowing the seeds of diatribe, distrust, and disconnect from real people.

I say this, because E-Democracy.Org's experience is that the more local, the broader the cross-section of the population that participates, and the more useful the exchange is online for real people in real places. When we opened our new neighborhood forum, we signed up 125 people in person on paper - that is how we ensured effective participation. We also use real names (like you tend to see on Facebook as well) which is completely unheard of in e-participation, but clearly a cornerstone for success.

In terms of tools, the key approach is to pick the open source tool that works for you - Plone, Drupal, GroupServer, Joomla, MediaWiki etc. - or use free commercial tools like Google Groups, etc. Any e-democracy project creating new stand alone software is probably wasting money.
Dave Witzel, Moderator:
Issues Forums don't seem very Web 2.0. Wouldn't it be easier for an individual to just set up a Facebook group for their area?
Steven Clift:
One word: e-forablogikideoickrous

Our roots are in Internet 1.0 when you had your identity via an uncluttered e-mail account that allowed you to be highly interactive. Most things on the Internet were the very definition of user-generate context (mostly text albeit).

To me half of Web 2.0 is restoring the interactivity that Web 1.0 destroyed with its one-way shovel ware approach. (The other half allows computers/technically inclined to mashup/aggregate content which our system - forums, searches, even posts by person - feeds into with ATOM feeds.)

However, too many web developers today wear "broadband blinders. They are anti-e-mail to their own detriment. Location, location, location. Most people today and into the future spend most of their time in their mail box.

This is changing generationally and that is why we use GroupServer, the best open source tool for combining e-mail lists, web forum, a massive multi-editor blog. We also use Mediawiki and will be funding a few new features that enhance GroupServers's display of shared photos and inserts a YouTube video player with the simple inclusion of a YouTube link.

If you are trying to reach a critical mass of people within a local geographic area - you need to let people choose their preferred technology to access the same public space online. As an organizer, defaulting to e-mail delivery (and publishing!) is the only starting point I recommend for an ongoing forum. A time-limited topical online event, say two weeks, might default a daily e-mail topic digest.

Facebook, O, Facebook. The giant sucking sound. E-Democracy.Org has a group for supporters to join: e-democracy

But let me sharply point out - there is a huge difference between "publicizing" private or professional life online and making real geographic public life accessible 24 x 7 online. Is the Mall of America a saviour to democracy by bringing people together?
Jim Cashel:
Where in your view are the best targets for moving forward with online democracy initiatives? Local? State? Federal? Outside of government completely?
Steven Clift:
Hey there Jim.

Putting on my government hat, I see two key approaches:

1. Rule of Law
2. Funding

1. We need to mandate the most important e-democracy features we want to be universal. One simple example - public meeting laws must be changed to require that all public meeting notices, agendas, minutes, and handouts be placed on the Internet. Further all public meetings -at every level- must be digitally recorded (audio is fine) and posted online.

2. In the U.S. we need three streams of funding:

A. First, a percentage of all e-government project budgets, say 10% should be allocated to e-democracy/citizen input features which would include things like usability testing to personalized e-mail "what's new" notification tools like Google News Alerts.

B. Second, we need national sources of funding to state and local governments to experiment with e-democracy. Government websites don't have "sidewalks" or even limited public forums like public hearing rooms online. E-Government will bring the end of democracy as we know it if it remains one-way. The UK Local E-Democracy National Project is model of funding we should look at.

C. Third, foundations and major donors need to break out of the cycle of funding online election information related projects with almost no investment in online initiatives in governance and community between elections when it really really can make a different.

Back to moving forward, I outlined my top ten list for a U.S. General Administration newsletter recently:
http://dowire.org/wiki/Ten_practical_online_steps_for_government_support_of_democracy

Dave Witzel, Moderator:
What countries are leading the way with "e-democracy" generally?
Steven Clift:
As someone who led Minnesota's e-government portal ('95-'97) and has spoken to governments in over 25 countries, democracy and citizen participation are completely unsupported compared to e-services.

To survive, representative democracy must integrate online forms of participation or it won't compete as a viable system for moving society forward. The problem is that governments care more about making it easy to pay your taxes online and have no requirement to use these tools to help give you say on how those taxes are spent.

Another problem, in the U.S. in particular, is the arming of campaigns and advocacy - using the Internet to raise money and make noise - and almost no investment by elected officials in the tools they need to understand, listen to, and engage the public online. They are left with the auto-reply and delete key. Pretty blunt instruments compared to the highly interactive web we experience in private life.

Ooops, the questions was about which countries are leading the way ... assuming that the glass in 1/4 full!, here are some thoughts:

1. U.S.A. - Online advocacy and campaigning - we excel.
2. UK - Funding local _government_ e-democracy pilots in previous years, e-petitioning, reused of government/other data for disruptively ingenious e-democracy services online (mySociety.org)
3. Canada, Finland, and Estonia - E-consultation by federal ministries (ebbs and flows, but Canada's laws require consultation of one kind or another), Finland has a second generation e-consultation platform and Estonia is working on version two of Today I Decide
4. Australia - Queensland in particular figured out the policy framework to support e-democracy across the whole of government and actually had/have staff who have the e-democracy responsibilities every day - almost completely non-existent elsewhere
5 , EU - Funding projects and consortiums - this is the engine with millions of Euros going into "e" related initiatives every year. Every country that calls itself a democracy, needs to invest in a similar fashion or risks
Dave Witzel, Moderator:
You were involved in the initial discussions in the UK government's "Networking Democracy" deliberation. How was it? What do you think of results so far? (http://www.opendemocracy.net/networking-democracy)
Steven Clift:
The UK remains a center of e-democracy interest. There are a number of key centrally influential people who keep pushing the envelop.

This is an independent online discussion about how the UK government might engage lots of people online about potential British Statement of Values tied to a Green Paper on Governance.

How would you engage one million people online? Imagine if the next President of the United States asked that?

Here is my blog post on my submission:
http://www.dowire.org/notes/?p=401
Rachel Dykoski:
How are libraries, schools brought into the e-townhall mix? How can people without personal computers join this evolving community?
Steven Clift:
Libraries are clearly the main public access point for people in communities without access at home. I'd like to see starting pages on library terminals with print support materials that treat the computer like an introductory "democracy station."

I'd also like to see all of our state legislators and members of Congress outfitted with webcams (or at least have a webcam room using Skype/SightSpeed/etc.) that would connect to special webcam outfitted computer in every public library in America ... heck, the world. :-) Then assuming you schedule the meeting, every library can be a place from which a citizen or group of citizens can meet with their elected officials.

One more thought about those without personal computers - as more and more cell phones do e-mail (SMS/Text is too short form IMHO) that is one angle to reach more people. E-Democracy.Org has a grant to establish two online neighborhood forums in high immigrant areas of Minneapolis and St. Paul: http://e-democracy.org/nf. We will be working with local computer access centers to make sure people who use them know about this locally relevant online resource.
Kerri Karvetski:
What kind of budget (percentage) should small local governments allocate to maintaining and improving their Web site, e-mail communications.
Steven Clift:
Great question.

The truth you need to share with decision-makers is that the government website is now the number one interface governments have with their citizens. If it doesn't work well or look good, you don't look good. For small government's it might make sense to use a hosted service like Government Office or pick an open source content management platform (lots of larger governments use Plone international, non-profits use Drupal ... which could be more similar to your scale) to access new features/modules at a lower cost.

I am so glad you pointed out e-mail.

E-mail communication is the number one issue all elected officials bring up with me around the world. Deploying tools for your council members and staff to use to make sure they can receive, understand, and respond to e-mail in a timely fashion should be a top priority.

One key recommendation is that every government website should have a one-way e-mail newsletter that goes out on a monthly or more frequent basis telling people what is new on your website. If people can't leave their e-mail, you can't enter into a relationship with them ... only the most interested will return while what you really want is the person who came to site once to sign up for a Park and Rec activity to come to learn about land use changes they also care about. Also, like they do in Minneapolis, every council member should be given an e-mail announcement list function as well to better inform the people they represent. The list should stick with the district when the council member changes.
Dave Witzel, Moderator:
Steven, thanks again for joining us and thanks so much for your time and thoughts. Are there any last readings, requests, or recommendations you have for us?
Steven Clift:
Thanks Dave and everyone who participated.

I invite you to join me on my DoWire blog - http://dowire.org/notes (e-mail sign-up here - http://groups.dowire.org/groups/newswire) and in the various online communities of practice - http://groups.dowire.org/ - on that site. (Note the new US Democracy Online Exchange - http://groups.dowire.org/groups/us - for e-do-gooders like us.)

You can also follow E-Democracy.Org's project blog - http://blog.e-democracy.org - and join others interested in starting Issues Forums for their area - http://forums.e-democracy.org/groups/liftoff.

Let me conclude with this ...

We are experiencing the most dramatic "e-election" in history. (I helped create the world's first election website, so I've been paying attention).

As the Democrats settle on their nominee, the empowerment of the primaries may lead to something so nasty online that most people will view the Internet as the cesspool of democracy. We have to defend ourselves against that and ensure that the story of positive uses of the Internet to improve communities and democracy is told.

I do believe the expectations among voters for something transformative online in terms of their relationship with government and politics will continue after the election. In past cycles, candidates interact, gain power then turn off the two-way tools that helped them gain power. We need to instead ask the question, will you engage us online as citizens after the election, and demand a White House 2.0 come January 2009.
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Steven Clift Wed, 02 Apr 2008 15:00:00 +0100
Megacommunities http://interviews.liveinterviewsonline.com/content/interview/detail/971/

Go to: Patrick O'Keefe - Managing Online Forums


A hurricane strikes a city; global warming threatens the environment; and a disease resists a cure -- such problems are too large for any one authority to solve alone. Our increasingly globalized and interconnected world calls for a new type of tri-sector leadership in which business, government and nonprofits work together in a state of permanent negotiation. To be effective, tomorrow’s leaders will need to reach across national and sector divisions to form a collaborative “megacommunity.”

Mark and Chris talk about the lessons of their new book, Megacommunities, and what they learned in interviews with over 100 leaders from around the world including Bill Clinton, Henry Kissinger, Hank Paulsen, Melanne Verveer, Jody Williams, Kenneth Chenault and Richard Parsons.

Dave Witzel, Moderator:
Mark and Chris -- welcome and thanks for taking the time to take our questions.
Mark Gerencser:
Chris and I thank you for the opportunity – this is a new experience for us, and we are looking forward to exchanging our views. I must warn you though, I can’t guarantee my typing(although Chris' should be good)… but I would like to think that our content will be solid and of interest....
Chris Kelly:
David, thanks for inviting us. This is a great way to get the word out on our book, and a great way for us to better undestand what folks are thinking about our ideas.
Dave Witzel, Moderator:
Can you talk about what motivated you to write this book?
Mark Gerencser:
Following September 11th, I had the opportunity to conduct two war games—one around a bioterrorism event and the other around port security. In both instances, we engaged the Government, commercial industry, and NGOs and remarkable things happened. Problems were solved, working together had far better results than working alone, and as new problems emerged, new solutions followed. After the games concluded, I noticed that all the good that was achieved was finite and even perishable. It worked but did not sustain. New solutions were needed to address the new problems, and the game was over and there was not a mechanism to learn, grow, and sustain. It became clear to me that we needed something more than a transaction--something that would sustain over the long term. For me, the concept of Megacommunities was born.
Chris Kelly:
Well David, during my career, I have been working on different types of problems but the ones I really enjoyed seemed to have a common thread --- that was working with Gov't, industry and civil society to drive to results. I did this first back in the early 90s on issues surrounding wire-tap issues and then latter in the early 2002 on HIV-AIDS in India. Clearly two very different topics. These experiences led my to think about what was going on and why and was there something similiar that should be shared.

Of course, there were 4 of us working on this and each of us had different motivations. In the end, we all came to the same conclusion that we needed to figure out what was working and why.
Dave Witzel, Moderator:
What is the oldest (first?) megacommunity you've identified? What sector is/was it in and what kind of results did it produce?
Chris Kelly:
As we point out in the book, this is a situation where practice is leading theory, so megacommunity activity has been around quite a while. The challenge has been finding it all coming together in an effective manner. So while we found many, identifying the oldest is pretty tough.
We found one around a Coffee growing megacommunity involving fair trade. The fair trade concept, which originated among European importers in the 1970’s is straightforward: Rather than using their better bargaining position to drive prices as low as possible, coffee buyers from wealthy countries establish trading relationships with suppliers in developing countries that advance the needs of both. Fair traders recognize that there is something wrong with pitting poor Third World farmers against one another – growers in Vietnam vs. Guatemala, just to save a few pennies on a pound of coffee. The black-and-white fair trade icon symbolizes a global community – and means that the farmer was paid a premium above world commodity prices, it was grown and exported by a democratically-run cooperative of small family farmers, and that direct financing was available to the farmers.

The Y2K response in the United States is another good example of a megacommunity – a really big megacommunity!

One of the first ones we used as a model in writing the book is the Harlem Small Business Initiative. In late 2001, a series of large chain retailers announced plans to open stores in New York neighborhoods. A number of Harlem small business owners, fearing the impact of this kind of competition on their long-standing customer base, approached President Clinton, who suggested that they make the existing Harlem businesses more competitive and capable. To foster this, he suggested that the owners should create a new kind of partnership with not-for-profit status, calling on a wide range of organizations to help. The Clinton Foundation and the store owners themselves were smart enough to recognize the limits on unilateral action.

The new Harlem Small Business Initiative pulled in a large number of groups, including the office of Harlem’s U.S. Congressman, Charles Rangel; the Greater Harlem Chamber of Commerce; the Harlem Business Alliance; the Harlem Friends (a group of small businesses and citizens); the National Black MBA Association; New York University’s Stern School of Business; and our own management consulting firm, Booz Allen Hamilton. These were not figurehead groups or silent sponsors; each invested a great deal of time, effort, and creativity in the project. But none were “in charge,” nor did the groups take orders from the Harlem Small Business Initiative. Instead, they worked out a way to participate together, defining mutual goals and then playing their parts individually. A 22-month program was launched in mid-2002, focusing on 10 local businesses, including a plumber’s storefront, a women’s hat shop, a florist, a dentist’s office, and a yoga center. Although some large chain retailers, including Starbucks, Disney, and Old Navy, have entered Harlem, the Initiative is credited with helping to keep the original neighborhood vibrant. An impressive number of the small businesses served by the Initiative doubled revenues and increased profitability within less than two years. Jobs were created, the tax base was enhanced, and the services to customers improved.
Mark Gerencser:
In addition to the "oldest" Megacommunity, I can provide a personal perspective. In 1999, I unwittingly initiated a small MC in the area of National Security....we connected private industry, the government and a 501C3 organization (the I FUND of Maryland) to create a scholarship program to attract new talent into the National Security field....the scholarship program formed and has been growing stronger each year...my personal involvement ceased three years ago, but the MC lives on....
Dave Witzel, Moderator:
Who is included in a megacommunity and how do they know they are in it?
Mark Gerencser:
A very interesting aspect of Megacommunities is the idea that it exists as a result of an issue. If you are affected with an interest in that issue, you are part of its Megacommunity. We call this default association as a result of the issue a "latent" megacommunity.

An active megacommunity, which is where real activity takes place, exists as a result of an initiator (or initiators) taking on the responsibility to bring some portion of the latent megacommunity to life. Hence, participation in a megacommunity – that is, active participation – is an elective activity. So the folks who are included in an active megacommunity are those participating by engaging in a deliberate and connected manner with others from within their own sector, and from other sectors who are also affected by the issue, to address some overlapping vital interest.
Dave Witzel, Moderator:
You quote John Ruggie saying "There is no 'collective action' body at the international level to balance the system." Should there be one -- a mega-megacommunity? What would it look like?
Chris Kelly:
The megacommunity concept is founded on network principles – and in a network you can have central control, but only if the system is simple enough to be able to accommodate the ‘frictional cost’ of having all decision run through a central entity (the collective action body John was referring to). And our systems at the international level are many things, but simple is not one of them!

For these complex systems, a distributed management scheme seems to work best. In a distributed management scheme, protocols and standards are used to guide, constrain and empower decision making as appropriate.
So, a mega-megacommunity is an interesting idea – but not so much as a balancing entity. In our opinion, it has much more value as a way to look at families of related activities. For example, the Harlem Small Business Initiative resulted in a megacommunity that was active in that part of NY. Other efforts across the country were started, modeled after there success. So arguably, each of these efforts resulted in a megacommunity – if you connect the players within the Harlem Small Business Initiative with players from a similar effort in Chicago, and Houston and LA, would that have be a mega-megacommunity? What value would it be to do so? Not sure we have an answer to that, but it is an interesting point to consider
lars torres:
What distinguishes a "megacommunity" from a "megacity"?
Chris Kelly:
Good question but let me try and clarify these two different notions in today's world.

First, I think of a mega-city as a recognized metropolitan area with a total population in excess of 10 million people. Some definitions also set a minimum level for population density (at least 2,000 persons/square km). A mega-city can be a single metropolitan area or two or more metropolitan areas that converge upon one another. The term metroplex is also applied to the latter. The terms megapolis and megalopolis are sometimes used synonymously with mega-city. In 1950, New York was the only area with a population of over 10 million. But today, there are 25 or so and growing.

Megacommunity is an issue based concept and not a physical place...a concern that participants from the three sectors ban together to take collective action. Now clearly, the actors in the sectors may live in a megacity, and in fact, the concern my be important in the context of a megacity - like the Harlem Business Initiative - but a Megacity and Megacommunity are different.
Dave Witzel, Moderator:
You say "One cannot participate in a megacommunity with the intent to disrupt or undermine the effort to move the overlapping vital interests forward." If someone is disruptive, can they be thrown out? Who does that?
Chris Kelly:
Here again, a key point to bear in mind is that a member of a megacommunity is a member because they are affected with an interest in the issue. As long as they are affected with that interest they will be a member of at least the latent megacommunity. If one decides to participate actively in the megacommunity then they are expected to contribute to the overall goal of addressing the issue – recall that the decision to actively participate in the megacommunity is made largely because you want to see the issue addressed, and you have something to contribute to the effort. If your efforts turn out to be disruptive, the rest of the megacommunity will likely let you know that your actions are not consistent with the agreed to goals, and ask you to direct your energies more effectively toward the overlapping vital interest. If that doesn’t work the offending party will be disconnected from the active megacommunity – that is, those working together to address the OVI. But the offending party is still part of the latent megacommunity. There is no way to be thrown out of that, as long as the issue affects you.

This in many ways mirrors the way a real-life community works. The grouchy neighbor who complains about everything and does not help in any way is not asked to sell his house and move, but is ignored and not really granted venues to grouse by those who are actively working on issue to improve the neighborhood.
Dave Witzel, Moderator:
You say that megacommunities are made-up of actors from "all three power sectors -- business, the government, and civil society". That covers everyone, right? Are there individuals outside those sectors? Why should we think of problem-solving from this organizational perspective?
Mark Gerencser:
The three power sectors - private industry, government, and civil society - essentially cover everyone.

We also believe that megacommunities can solve a particular class of problems that meet certain conditions. It best addresses those problems that impact and involve all three sectors. (Hence the solutions also need to span all three sectors)

Moreover, in developing the theory, we realized that there had to be some overlapping vital interest whose effects could be felt locally by each sector. Each participant also needs to recognize that it wants to do something about the problem and that they are willing to commit to mutual action.

If these conditions are met, then the megacommunity is one way in which individuals can to begin to push beyond the identification of individual interests, toward the alignment of interests, the articulation of goals, and the implementation of actions.

Given all that, a primary reason to think of problem-solving from this organizational perspective is that, due to the scale of scope of the challenge, no single entity can adequately address is alone. The situation is calling out for an approach that emphasizes mutual leadership (tri-sector and network-based) and integrated capabilities (pooling resources and capabilities to solve problems). The best way to generate mutual leadership and leverage integrated capabilities is to involve all the players with a stake in the issue… the megacommunity.
Matt Bille:
Are there already megacommunities that have been functioning as one without anyone fully realizing it? I'm thinking of the well-developed history of all-sector, international cooperation in civilian space exploration.
Chris Kelly:
Great point and yes, we are finding this all the time. As Mark pointed out, he didn't realize he was working Megacommunity with the scholarship program. Since starting to get the ball rolling on this,we are constantly getting email on megacommunities they have started.
Dennis McDonald:
Regarding disaster-response communications: How desirable is it to integrate, in real time, social-network-oriented "public" communications conducted via cellphones and the web, with more formally-structured top down systems such as those used by first responders and the military?
Mark Gerencser:
Great question. The MC concept doesn't specifically address nor require communications convergence...but we do believe that comms convergence in this regard is indeed happening..we see things like reverse 911 coming more into play, we see military commands establishing Wikis and social networking tools, etc. I personally believe it all will evolve into one utility--one cloud as told by Chris Horn in his book the Big Switch...at any rate, this all supports the functioning of a MC...
Seth Long:
The first line of your intro for the book starts with global warming, and oil prices have hit record highs in recent weeks...

Right no the United States consumes about 1/4 of the world's oil. But China is rapidly catching up as people in China emulate western consumption patterns.

But it will be impossible for China to consume oil at the rate of the United States of course.

At some point there will need to be a radical shift in global energy use, or a change in lifestyles. It's not clear though that the United States government is taking the lead on this.

What are some emerging trends and innovative ways government, business and civil society are partnering between the United States and China to address mutual energy concerns.

Is there anything going on at the state level to encourage exports of renewable energy products to China?

What needs to happen at the intersections of government, business, and civil society to make develop a renewable energy export economy in the US?
Chris Kelly:
Thanks for this question. As we say in the book, we think about the Energy Security question, and others like it, as global dynamic issues. We then ask how can it be addressed/how could it be addressed. The Megacommunity approach can be used as you point out for States in this case to gain a competitive advantage in the market. It will also need to be picked up the Government, and is, as a national security issue. We expect that during the next several years, the US Government will be focused on how to integrate its efforts to address energy consumption in a more diliberate way. This type of Mission Integration takes time, but there is a clear imperative and actions are underway. As we heard at Aspen IdeasFest last year, Thomas Friedman is pushing Green as the next competitive agenda for the US in the global market. It's coming!
Dave Witzel, Moderator:
I was surprised to see that you devoted only a few pages to the internet as an enabler of megacommunities. Can they exist without the internet? How do they communicate and coordinate?
Mark Gerencser:
There is no doubt in our minds that the internet is a tremendous enabler of megacommunities. But perhaps more indirectly than the question would indicate.

We tried to frame the issue regarding “why now” for megacommunities around the emergence and pervasiveness of globalization in our world today. The key point here is that the current wave of globalization is enabled largely by the internet. As a result of this, we are seeing more and more connection among global players (via the internet) and more opportunity and benefits arise. But, with any situation like this, with these opportunities and benefits come risk and cost. And it is the wide range of risks and costs that are creating increased focus on the large scale, complex, and dynamic issues that megacommunities address.
Matt Bille:
When a group that has been functioning for a while realizes they are a working megacommunity, what new capabilities are unlocked by applying this new view?
Chris Kelly:
What we have seen with two in particular has been a realization that they may not have all the necessary stakeholders involved and have not done an exhaustive stakeholder analysis to bring others in...they get comfortable and feel they have it nailed. The other idea we see is this notion of weak links coming to play where a new player adds something very powerful in terms of capabilities that was not first seen. The Great Barrier Reef Foundation is using the book to train their members on ways to work effectively and continue to grow. Other clients are using it to understand what the real Overlapping Vital Interest is and how to draw others into the Megacommunity.
Dave Witzel, Moderator:
You seem skeptical that government can be a megacommunity initiator. Why is that? Can/should we do anything to enable government to take on this role?
Chris Kelly:
Our message in the book was not that government could not be an initiator, nor was it that we are skeptical of government’s ability to play that role. Actually, we tried to emphasize that all three sectors can play the role of initiator, that is, a specialized node in a network that connects to several other nodes (i.e., it has a high number of linkages into and out of it).

An entity that takes the lead in moving a megacommunity from its latent stage to an active state). What we said was “Initiators may arise from any sector depending on the specific situation, although we suspect that many of them will have business-sector experience. The business sector is in a better position than either government or civil society to absorb the risk largely because it, collectively, has more resources—in terms of funds and people.”

In the initial stages in particular, the network needs some person, group or sector to precipitate alignment and catalyze latent energies. Our experience with government executives is that, while there is a strong desire in many to get things done, the requirements imposed on them call for either a strong track record of success (the ideal state) or a really good theory-of-the-case for action. To date, there has not been a solid theory to work with, so it is challenging for a government leader to take the initiative of creating a megacommunity. We hope to change that with this book, and in some way to empower all participants – government, business and civil society - to act.
Dave Witzel, Moderator:
You talk a lot about leaders, but clearly you don't mean a "leader" of the George C. Scott, "Patton" variety. What are the key elements of a megacommunity leader?
Mark Gerencser:
You're right--its not the "Patton" command and control leadership style that makes an MC work.

This is so important that we devote an entire chapter on leadership in the book. This chapter reveals the characteristics of a leader in a megacommunity – note that we say a leader “IN” a megacommunity rather than a leader “OF” a megacommunity.

A subtle difference, but an important one. In a megacommunity, leaders of many organizations have to work together toward common goals, and they have to learn how to do it without any one of them being in control of the whole system.

There are two types of megacommunity leaders. The first category of megacommunity leaders includes those senior leaders of organizations (e.g., CEOs, directors, chairs, ministers) who become engaged in a megacommunity. Their full-hearted participation is crucial, because it ensures that their organizations will be fully participative. A senior leader’s direct involvement will raise the commitment level of any specific node, ensuring that megacommunity attitudes and mechanisms become quickly and deeply embedded in their organization. Most people in organizations know that if a senior leader isn’t visibly committed to an endeavor, it is not really a priority. And if the senior leader does not tangibly endorse a solution, it will not fly, if only because people will feel vulnerable in applying their own time and attention to it.

In tapping into a senior leader’s enthusiasm, one warning applies: If a megacommunity only has the participation of one senior leader from an organization, the megacommunity will probably find itself in a somewhat vulnerable position, much like what happens in a network if it’s too single-hub dependent.

To be sure, each member organization must offer someone who has the authority to commit resources. But senior leaders aren't the only ones with that ability—which brings us to our second category.

This second type of leader includes the person or persons playing the role of formal liaison to the megacommunity. This liaison has the authority to interact with the megacommunity, as well as the responsibility to carry the plans and lessons of megacommunity back to its base organization. This second category may also include people who are informal liaisons—who, by virtue of their role or their predisposition, are recognized for their value in connecting the individual organization to the megacommunity. Regardless of the type of leader, there are some key attributes which we believe are essential to success of an “integrative leader” within a megacommunity:
  • A Spirit of Inclusiveness
  • Tri-Sector Exposure
  • A Non-Imperial Approach
  • Navigation Skills (A Light “Touch”)
  • Communication Skills
  • Technological Savvy
  • Adaptability
  • The Talent to Foster Talent
  • Presence and Passion
  • Long-Term Thinking

We elaborate on these points in the book, so we will not dwell on them here, but it is very helpful to think about archetypes for these characteristics. The one that jumps to mind is our current Secretary of the Treasury – Hank Paulson, whom we interviewed for the book. Before taking his current position in the government, he served as CEO of Goldman Sachs, and as chairman of the Board at the Nature Conservancy. His exposure and experience with leadership position in all three sectors is clearly an asset. We believe leaders who have this kind of direct experience in other sectors are better positioned to make decisions that will move their organization to optimized solutions, rather than the short-sighted mindset of maximizing.

Fundamentally, we see that when megacommunities are formed, the focus shifts from maximizing an individuals take from a situation to optimizing everyone’s take from a situation. While this may seem unorthodox in a capitalist society, in fact, we observe that the maximization approach ends in failure so over a longer period of time, the optimization approach provides real returns.

In our interconnected world, megacommunity takes advantage of this property to bring new types of teams together to address our most complex issues.
Dave Witzel, Moderator:
Mark and Chris, thanks so much for your time and thoughts. Please take a break and rest your fingers. Before you go -- any last thoughts or readings? Can people contact you directly?
Mark Gerencser:
We have a great web site--megacommunities.com or email us at megacommunities@bah.com -- please visit or write. We are open to any ideas or example that you might have.

Remember, this book is an ideas book...its a book about hope--offering us the hope to solve some complex and vexing problems. We will continue our research on MCs and hope to develop a "how to" guide next.
Chris Kelly:
Well Dave, thanks for the opportunity to participate and we hope the Megacommunity idea resonates with people. I was listening to some of the discussions on Ted.com the other day and hit the link for Harold Reingold. He was talking about new types of competitive advantage and he said cooperation will in fact be a new wave for competitive advantage. He talked about this same thing at Aspen last year. I really believe megacommunities are a source of competitiveness because they fundamentally enable new types of problem solving with a new type of leaders.
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Chris Kelly, Mark Gerencser Thu, 27 Mar 2008 18:00:00 +0100
Politics Online Conference: Looking back at 2008 and forward to 2009 http://interviews.liveinterviewsonline.com/content/interview/detail/980/ The Politics Online Conference was held March 4th and 5th in Washington DC. It sits at the intersection of smart politics, good governance, transparent democracy, and innovative technology. Highlights included a spirited debate about the existence of a US broadband strategy, the story of BarneyCam, and lots of talk about the presidential campaigns. Get Julie's comments on what happened and on what she's planning for next year.
Dave Witzel, Moderator:
What panels have you gotten the most feedback on? What were the biggest hits?
Julie Barko Germany:
I think one of the audience favorites was Matt Bai's lunch address on Wednesday, March 5. Bai outlined some of the ways he discussing technology changing politics in his book, The Argument. People really liked the Q&A at the end -- who wouldn't like to ask a NY Times Sunday Magazine editor a few questions or make a few comments?
Many of the breakout sessions also got rave reviews, and I don't think it is a coincidence that most of the popular panels had the word "social" in their titles. The breakout sessions are always my favorite. Alan Rosenblatt led a breakout panel on the social networking/social media strategies of the 2008 presidential campaigns that generated a lot of discussion. So did the panel Charles Ellison moderated on on "Does Web 2.0 Work in Politics." Micah Sifry led a discussion on outreach in social networks.
Some of my favorite panels included a discussion led by Mark "Rizzn" Hopkins of the blog Massable. The panel was titled "Privacy in the Digital Era." Andrew Feinberg from the blog Capitol Valley was covering the panel, and his cell phone rang in the middle of the session. It was Robert Scoble, so Andrew put him on speaker phone, and Scoble (briefly) talked with the panelists about privacy on Facebook.
Dave Witzel, Moderator:
Good afternoon Julie. Thanks for joining us. You have had a couple of weeks since the conference. Have you been able to catch-up on your sleep?
Julie Barko Germany:
Not yet! The Politics Online Conference is such a good place to meet like-minded people and come up with so many ideas for future collaborations. I've been following up with as many people as possible. So far, we're developing collaborative projects that look at using design to fight corruption, projects that look at overcoming obstacles to making government more open and transparent, and a few others.
Dave Witzel, Moderator:
How was response to the Golden Dot awards? They seem to be getting very competitive.
Julie Barko Germany:
You wouldn't believe how competitive they've become. I just look at them as chunks of inscribed glass, but people put a lot of effort into their entries. We had 21 categories this year and around 110 different entries, so about 5 solid entries per category. We opened up voting online for the first time ever, and I very was pleased with the results.
Dave Witzel, Moderator:
There are a lot of conference formats becoming popular -- unconferences, camps, etc. Have you considered changes to the POLC formats?
Julie Barko Germany:
I have indeed! My favorite event each year is the SXSW Interactive Festival. I also really love TED (but have never attended in person - thank goodness for the webcasts!). I've been trying to incorporate some of my favorite elements of each into the Politics Online Conference. One of our biggest changes this year was something I borrowed from SXSW: allowing the community to create and vote on panels online.
The cool thing about unconferences and camps is that they can be very effective at building strategies and training people. I think that when it comes to practical politicking, which is one of the things our Politics Online Conference covers, those strategy and training conversations occur best and most effectively in a partisan environment (conservative politicos training conservatives, progressive politicos training other progressives, etc.). Our conference is nonpartisan. So I'm struggling with how to incorporate new formats in a useful, nonpartisan way.
Dave Witzel, Moderator:
This year, for the first time, there was an eDemocracy bar camp on the weekend before the POLC. Is that something you'd encourage again? Did it have any affect on the POLC?
Julie Barko Germany:
I thought is was such a good idea! Tim Bonneman, who came up with the idea and managed it, is a true believer in the power of technology to be used in positive way in politics. I admire that, and I'd like to see more of the same in future years. Perhaps next year IPDI can play a more helpful role in organizing the event and publicizing it.
Dave Witzel, Moderator:
What are you excited about for 2009? When do you start planning?
Julie Barko Germany:
It has already begun! Sadly, the first I think I need to do is find a conference manager for 2009 who is as fantastic as the conference manager in 2008, Sam Levenback. I think I was blessed this year to have such an incredible group of students running the conference. Unfortunately, they are almost all graduating and moving on. Some of them have been with me since the first month of their freshman year of undergrad! I'm going to weep when they graduate.
So now I must audition potential conference managers. I thought I'd do it "Apprentice" style -- narrow in on a few good ones and have them each plan a smaller event.
Dave Witzel, Moderator:
What else will the Institute for Politics Democracy and the Internet be doing this year?
Julie Barko Germany:
We have a very good history of looking at the intersections between technology and politicking -- campaigning, electioneering, etc. Over the next year, we're expanding our focus to look at technology and governance, as well as technology and civil society. Here are some of the projects we're already working on:
1. Using design to fight corruption in government.
2. The uses and abuses of technology in human trafficking.
3. Technology patents and politics.
4. The rise (and occasionally, the fall) of so-called "Tech" candidates.
5. Political leadership in the digital era.
6. Political identity online.
7. The Internet as a mobilization tool (vs. a persuasion tool) in the 2008 presidential election.
8. Research projects that look at using technology to encourage participation in elections in other countries, including Germany and Latin American countries.
9. Extremism and the radicalization process online.
Dave Witzel, Moderator:
When we talked, you said you would like to introduce more "policy" into the 2009 conference. What does that mean and what would it look like?
Julie Barko Germany:
Here's the thing about tech policy: it's complicated. At the State of the Net conference in January, Congresswoman Mary Bono Mack said that most elected officials don't understand it and don't know the right questions to ask. Imagine what the average voter feels like. I'd like to look at discussions that attempt to demystify the process. I'd also like to bring people from the hacking, security, and privacy sectors together with people from a policy background to about mutual concerns and learn more from each other.
Dave Witzel, Moderator:
Were there any disasters? What makes for a disaster -- what worries you as you plan a big conference like this?
Julie Barko Germany:
I don't worry too much. I outsourced the worrying to Sam Levenback, the conference manager. Of course, when you're working on a project this labor-intensive, you take it home with you. And some of us take it all the way into our dreams. Sam and I both had strange stress dreams about the conference. In my dreams, my legs felt like they were sinking into quicksand and my body felt really heavy, so I couldn't move around and talk to people or help people. At the end of the day, I want the events we hold to be places where people have a-ha moments and where people can come to together and network -- not just to exchange business cards, but also to develop future collaborations and projects.
Dave Witzel, Moderator:
I particularly enjoyed the lunchtime panel on "Building a Broadband Strategy for America". There was a real, substantive debate on whether there was a US broadband strategy and how it was working. Are you often able to get that kind of frank engagement on a public panel?
Julie Barko Germany:
I liked it too. I think it's really hard to have those kinds of conversations because it is so easy to demonize people on the other side of the table. Drew Clark, who chaired that panel, did a good job of bringing together well-respected, but challenging voices.
However, I probably will not put a substantive conversation right after lunch next year. People getting sleepy after eating.
Dave Witzel, Moderator:
One of the conference attendees told me one of the things he got from the conference was that he found some "free range Republicans." Is it hard to create a bi-partisan space? Do you get much feedback about it?
Julie Barko Germany:
During previous conferences, I've received a lot of feedback along the lines of "I can't believe her to speak. Don't you know she is out to ruin democracy?" My answer is, "sure, maybe, so why don't you ask her a really good question." I value a plurality of perspectives. Diversity makes life interesting and complex and valuable. If we can value diversity of backgrounds, then why can't we value diversity of political ideology? Some of my favorite conversations occur over the dinner table with friends and family who feel comfortable disagreeing and can really dig into the issues, stereotypes, and myths at the heart of the political process. These conversations are complex and exciting, and I wouldn't want to run a conference without them.
Dave Witzel, Moderator:
POLC has become, I think, the most important online business conference in DC (well, it is a company town!) The Personal Democracy Forum in June in NYC is at least as high profile though. How do you think about PDF? Competitors? Allies? Damn Yankee fans?
Julie Barko Germany:
Allies! We're all in this together.
Dave Witzel, Moderator:
That's great that you are partnering on follow-on projects. It adds a unique kind of value to the POLC. What kinds of things do you look for in partnerships? Do you want more ideas and partners?
Julie Barko Germany:
The first, and most important thing is passion. I can't work with someone who doesn't have passion. That's really my only requirement. Sure, developing mutual interests and having a fundraising plan are useful, but that's getting down in the weeds. I like ideas, and I like working on those ideas with other people. And you can never have enough friends or ideas, so yes, I am currently looking. Please send all ideas to me at julie@ipdi.org.
Dave Witzel, Moderator:
Will you get to say "You're Fired!" to the apprentices that don't make the cut?! That could be fun...
Julie Barko Germany:
Especially if we get it on camera. But it will have to be something geeky, like "Jon Doe, you're ftl."
The cool thing about being at GW is the fact that I'm surrounded by one of the most engaging, active, political savvy student communities in the galaxy. GW students are incredible, so I'll probably end of saying "You're hired, and you're hired to do something else, and you're hired to do a third thing."
Dave Witzel, Moderator:
As you plan for 2009, is there anything you want from us outsiders? Any contributions we should be making?
Julie Barko Germany:
Yes. I have several unresolved questions:
1. March is conference overload month. Does the community like having the conference in March, or should we move it?
2. Is anyone interested in working with me to make the 2009 conference as green as possible, and documenting our decisions and strategy on a wiki? I can't do this myself, but I feel extreme guilt when I think about how much waste a conference this size produces, and I'd like to do something about it.
3. How do people feel about holding a breakout session the first day of the conference to determine who the closing keynote speaker will be?
4. Who wants to throw a party or camp at the next conference?
5. Who should our keynoters be? What if we had a "draft X as a keynote speaker movement?"
Dave Witzel, Moderator:
I see -- there is policy about technology. I'm also interested in how technology will improve public policy (in the Sunlight Foundation vein). Will this tech policy thread be included in 2009's conference?
Julie Barko Germany:
I'm interested in that, too. My answer is that it certainly will. Next year, all of our panels will be created and voted on my the community. I'm looking forward to seeing what people submit.
Dave Witzel, Moderator:
Julie, thanks so much for letting us behind the scenes of the POLC. Do you have any last thoughts or comments?

Best of luck with 2009. I'm looking forward to it.
Julie Barko Germany:
Thanks very much! I'm looking forward to it, too. I just want to give a hearty thank you to all the people involved in the conference -- staffers, volunteers, speakers, sponsors, attendees, etc. I had a lot of fun this year, but it wouldn't have been as fun -- or as rewarding -- without you.
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Julie Barko Germany Wed, 26 Mar 2008 18:00:00 +0100
E-activism: First things first http://interviews.liveinterviewsonline.com/content/interview/detail/928/
Dave Witzel, Moderator:
Jason, thanks so much for joining us today. We've got a lot of interest in e-activism -- you've hit a chord. Can you start out by giving us a little background? How did you earn your stripes on this topic?
Jason Lefkowitz:
Sure Dave, thanks for having me. I'm happy to be here!

My background... I've been a tech/communications hybrid for pretty much my whole adult life. My degree is in political communications, but I took a minor in information systems as well -- this back in the early 90s, when crossing those two disciplines together was something that didn't happen very often.

I've worked on various projects over the last ten years, including several years as a consultant specializing in online advocacy and community forming. Before I came to Change to Win I was the online director at Oceana, an exciting advocacy group that's doing great work to raise awareness about the crisis that the world's oceans are facing. I also worked for a year with Democracy in Action, helping small nonprofits get the most out of their platform.

From 2002-2005 I also maintained a blog, Ant's Eye View (archived at http://anthillcommunities.com/), examining a lot of the then-emerging trends that coalesced later into 'Web 2.0'. I wish we'd had a good buzzword like that at the time, it would have saved me a lot of typing :-D
Dave Witzel, Moderator:
Why is there a need to talk about best practices for e-activism?
Jason Lefkowitz:
Because in my experience the things that do get talked about are not really relevant to many working e-activists.

I first started thinking about this when I attended the Politics Online Conference last year (I couldn't make it this year, alas). There were tons of sessions devoted to lessons learned from political campaigns, as well as to bleeding edge trends (Second Life and so on).

The problem is that these lessons aren't particularly relevant to many small and medium-size groups that want to (or need to) do online activism. Political campaigns raise huge amounts of cash and can hire big staffs to run their online program; many advocacy groups would consider themselves lucky to have a single full time e-advocacy staffer. (Often the best they can do is to have an "accidental techie" -- a staffer from some other discipline who gets e-activism tasks dumped into their portfolio.) Bleeding edge technology is fun to talk about, but it can cost a ton of money and time to work with, with unclear benefit -- and technology takes a long time to prove its utility. Consider that I have been evangelizing Web syndication (RSS feeds) for nearly a decade now and most people in our sector are only just starting to explore what they can offer.

I've actually had people who I respect who are in these organizations tell me that they feel guilty for not having a "Facebook strategy" or some such. And that's just crazy; when you have limited resources, you need to focus on doing a few things well rather than many things poorly.

So part of my message is to just let people know who find themselves in these positions that they are not alone, and that it is definitely possible to run an effective online program by yourself on a low budget if you pick your priorities wisely.
Dave Witzel, Moderator:
What are the broad categories of fundamental best practices that you are talking about?
Jason Lefkowitz:
In thinking about the one-person e-activism team, I generally break things down into three categories: your Web site, your e-mail list, and the rest of the net.

Your Web site is your primary point of contact for people who don't know your organization; it needs to be effective at communicating your message and driving visitors to do what you want them to do (take action, give money, etc.)

Your e-mail list is your primary point of contact for people who you have an ongoing relationship with; it needs to be effective at nurturing those relationships.

The rest of the net is all the other sites and lists that aren't yours. The Cluetrain Manifesto (a must read if you haven't already: http://cluetrain.org) tells us that "Companies that do not belong to a community of discourse will die." The same is true -- maybe even MORE true -- of advocacy groups. You need to identify what community of discourse you belong to, and figure out some low-budget, high-impact ways to get your perspective into them.
Dave Witzel, Moderator:
What are some specific examples of best practices in each category?
Jason Lefkowitz:
Well, let's talk about the Web site, to begin with. When someone asks me what their Second Life strategy should be, I answer by asking them what Google search term their website should be the #1 result for, and where they show up on those results pages now. Very frequently these are questions that had never been raised before -- and they are much more critical to the success or failure of your online program than Second Life is.

So what can be done about this? Several things, most of which require only a little work:

* Look at the HTML for your site. Run it through the HTML Validator (http://validator.w3.org/) and see what comes back. A few errors are OK, but many sites have atrocious HTML that will return dozens or even hundreds of errors. Clean HTML helps search engines parse out the content of your page, and link it up to search results; so spend the time to clean up your markup.

* Look at how you're writing the copy for your pages. Are you using the keywords you want people to find you by? Are you including them in the TITLE tag of the page where you talk about them? Many of the vendors who sell "search engine optimization" services are simply snake oil salesmen, but there's a lot of simple SEO you can do at low or no cost that pays a good dividend.

* Evaluate the types of content you are providing. A great way to raise your search profile is to make your site into an authoritative source on something. That attracts links, and links are a key driver of search prominence. So look at your pages with a critical eye and ask yourself: who would link to this page? Why would they link to it? What can I do to make it more link-worthy?

* Break down content into smaller chunks. As much as possible, you want to make it so that people can directly link to specific resources on your site. So if you have a single page that lists every report your organization has ever issued, consider breaking it up into many pages so that each report has its own page. That way, anyone who writes about a given report can link directly to it, rather than having to link to the big list and then ask their readers to plow through it.

You can go through a similar set of exercises with your email list -- are you sending on a regular schedule (at least once every couple of weeks)? Are you using descriptive subject lines? Are you sending text and HTML versions of your message? -- and with the rest of the web -- do you know what the key sites are where people discuss your issues? Can you establish a presence on those sites as a guest blogger, commentator, or advertiser? etc.
Alejandra Pallais:
How do enewsletters fair within these basic "best practices"? If they are still at the core, how can we utilize them as innovative ways to engage online? If they are no longer a part of basic "best practices", what are new ways to adequately share updates and info w/ our constituents?
Jason Lefkowitz:
Let's get this said right off the bat: E-mail is a broken medium. Until you've worked on the end of the business where you're responsible for e-mail delivery, you don't really understand just how much the system is held together with bubble gum and baling wire.

I would encourage everybody to go through the thought exercise of how you would engage with your activists if e-mail did not exist, because as time goes on and the spam wars make it harder and harder to engage efficiently over e-mail, you may find there are alternative strategies that are more cost effective. For example, while I was at Oceana we set up one of the first advocacy community sites, the Oceana Community (http://community.oceana.org/), specifically to provide a channel to engage activists and grow them beyond simply hitting 'send' on canned forms. If you don't want to go that far, you can consider simply building some community features into your existing site (the Center for American Progress does this very well, for example), or start building alternate channels through syndication feeds.

That being said, e-mail is still important enough today to be a core element of your strategy. Spending the time to optimize your e-mail performance, generally speaking, is time well spent.
Andrew Cohen:
Jason, some organization's activists take action enthusiastically and frequently in tangible ways -- raising money, doing Hill visits, providing testimony, giving speeches, etc. What kind of special online services might an organization provide to to groom and support these "super" activists?
Jason Lefkowitz:
See my answer above about the Oceana Community. These people are typically high-information activists; they want information-rich channels to engage over. This isn't a great fit for e-mail because your e-mail messages usually need to be engineered to appeal to the lowest common denominator.

My standard recommendation is to have two channels -- email for 'casual' activists and a blog for the more engaged ones. This lets you feed the thirst of the engaged activists with lots of jargon and wonkery without cluttering up your action emails with it. And you can periodically go through your email list's subscribers, find the ones who consistently engage, and then send them a special invitation to come join the discussion at the blog (which is awful flattering to receive).
Chris Wolz:
Hey Jason -

So what are the metrics by which e-activists should evaluate potential new tactics? How to determine if Facebooking or Twittering is worthwhile? I am guessing some factors might be... building list of interested people, increased visibility in front of key audiences...? What do you think should be the factors to look at?

Thanks -

Chris
Jason Lefkowitz:
I would say there's three basic strategies you can follow, which each has their own set of metrics: the broad strategy, the deep strategy, and the opinion-leader strategy.

The broad strategy is to engage the widest possible audience. To do this, especially if you don't have a huge e-action team working for you, you generally need to simplify the message as much as possible, and push it out through low-touch channels like email and feeds. Key metrics for this strategy include list subscribers, unsubscribe rate, and overall traffic to web site.

The deep strategy is to build a smaller audience of higher-information, higher-engagement activists. For this you don't really care so much about total hits to your site, you care more about things like conversion rates (how many people who look at an action page actually take action?). A smaller list/lower traffic site with an awesome conversion rate can outperform a giant email list made up of people who don't really care about your issue.

Finally there is the opinion leader strategy; this involves not building your own community, but empowering people to take your message out through their own channels. A key metric for this would be how often your materials are getting cited and linked to. Blog search tools like Technorati (http://www.technorati.com) can be invaluable in establishing how effective you are being at creating a message that spreads, and where it has spread to.
Mariya Strauss:
Jason,
A lot of us find that e-activism tools come with a sizable learning curve, so we struggle to convince our leadership to invest in trainings and time spent learning the tools--only to have the tools become obsolete. How can we put this into perspective for ourselves and our leadership so that everyone doesn't wind up with tech fatigue?
Jason Lefkowitz:
The first thing to know is that it's not your fault. Generally speaking the tools on offer in this sector are of disturbingly low quality. People accept them because the alternatives are equally bad, or because they don't have a lot of experience with software and don't realize that better, more usable alternatives are out there.

That being said, the best way to avoid having to deal with obsolete tools is to avoid using tools that can become obsolete. The classic way you get stuck in this spot is to buy a proprietary tool from a vendor. Then the vendor changes strategy and throws out the tool, and you're stuck having to go shopping again.

There are some ways to mitigate this risk. First, look hard for open source alternatives before you lock yourself in to a proprietary offering. If no open source alternative exists, ask the vendor what protections they offer you in case they go under or change strategy. For example, vendors can offer a "software escrow" deal where your contract guarantees that, should the vendor go out of business, the source code to their tools will be released so that others can maintain them. Most vendors in our space don't offer protections like this, but my guess is that's because nobody asks them to. Asking hard questions like this up front can save you a lot of heartburn down the road.
Mariya Strauss:
One more question:
What's the best way to interpret and act upon tracking data on e-activism tools? Should I abandon my e-newsletter if I see that only 15% of our members are opening them? What about if people are reading them but not taking further action?
Jason Lefkowitz:
This gets to what I was talking about earlier about the frustrations of e-mail as a medium. 15% may seem shockingly low but it is actually not that bad. A list with a 30% open rate is considered really strong!

Some of this is due to the problems of e-mail as a medium (and you might try offering alternate channels to see if they provide better performance -- ask your vendor, for example, if you can get an RSS/Atom feed of your messages), but some of it could be from the way you build your messages not being optimized.

Here's some simple tricks I've learned:

1) One ask per email. It's tempting to have a 'newsletter' with many stories and asks, but you will usually see better performance if you stick to one story per message, with one ask associated with it. (Note that by 'one ask' I don't mean 'only ask one time' -- I mean 'don't ask them to do two things'. It's a good idea to repeat your one ask two or three times within the message.)

2) Make the email scannable. The usability guru Jakob Nielsen established more than ten years ago that people don't read online (http://www.useit.com/alertbox/9710a.html)-- they just skip around the page, looking for text that interests them. This means that if your message has loooong blocks of text, you risk people 'tuning out' because they can't quickly find what they need. You can fix this by shortening your copy (remember Strunk's Law: Omit! Needless! Words!) and using boldface to draw the reader's eye to key phrases. My rule is that the reader should be able to get the basic message of your email just by reading only the words you put in bold.
Dave Witzel, Moderator:
Cluetrain talks about "joining the discussion," but isn't it true that most (and often all) of the discussion happens off your site and you have to "go out there" to join it?
Jason Lefkowitz:
That's absolutely correct, and it gets to what I was talking about earlier with the "rest of the web" strategy. You need to figure out where those conversations are happening, and find a way to (respectfully) engage with them. For example, I post diaries at DailyKos, which is a huge progressive online community, and I have reached out to other DKos diarists who write about labor and workplace issues to help them learn about CtW and connect up with people in our various campaigns.

In this sense, your role is like being the host of a party -- your success metric is how many good introductions you're making.
Marisol Thomer:
Leadership development is best done face-to-face, but have there been successful e-advocacy ways to not just mobilize activists, but develop them?
Jason Lefkowitz:
A lot of this stuff is still evolving and developing, so there's no silver bullet strategy just yet. But I do think that having a few well-defined channels like I talked about earlier, and actively encouraging people to grow from the low-engagement channels to the high-engagement channels, is a sound strategy.
Dave Witzel, Moderator:
Nonetheless, last year you went all facebook on us and launched "Smack the CEO". Can you tell us about the app and any learnings you've gained?
Jason Lefkowitz:
Definitely. For those who are interested, you can see our Smack the CEO Facebook game at http://apps.facebook.com/smacktheceo (Facebook account required).

The idea of the app grew out of a feature we have on our web site, a Flash calculator where you can put in your salary and see how it compares to that of the average CEO. When Facebook released their API, I thought it might be fun to try and add a social dimension to the calculator by letting you build a network, and see how many of your friends it takes to make as much as one CEO (answer: a lot). Because it was an experiment, we spent zero dollars on promotion, and the only development expense was my time -- I'm a reasonably good PHP programmer and hammered out the first version of the app over a weekend.

Considering the low expense, it was a valuable experiment. It earned us some favorable coverage on the blogs, who tend to have outdated views of labor and don't realize that we're as wired as the rest of the progressive sector. And it picked up a few thousand users, who got our message -- not what you would call "viral", but not bad considering the low cost (those goofy Flash movies people love to call "viral" can cost $50,000 and often perform about as well as Smack the CEO did).

That being said, I wouldn't recommend most people try the same thing. One thing we saw was that, even though we went out of our way to make the app game-like (unlike a lot of similar projects, which can be dry and policy oriented), the feedback we got was strongly in the direction of "make it more of a game", not "I want to know more about your policy message". Facebook users are looking for diversions, not education. That's great for Scrabulous but not so much for activists.

I'm sure that someday someone will crack the nut on how to engage these networks super-effectively for advocacy purposes. My advice is to wait until that happens, and then rip that person's ideas off :-D
Becky Martin:
Thanks for doing this forum Jason.
Recently, it's been suggested we consider sponsoring a competition for You Tube clips that raise awareness of our issue. Please share your thoughts on the usefulness of this approach and any resources or best practices.
Jason Lefkowitz:
In my experience you need a very large and engaged user base to make these types of competitions work. You should think of your actions as a set of hurdles, each progressively higher. Everyone should be able to clear the first hurdle (that's what your online petitions are for). Each hurdle after that will add a little more work the user has to do, and will have exponentially fewer people who participate.

Video contests work for MoveOn because MoveOn has a huge and passionate user base. But they didn't start with that, they built it over a decade with assiduous cultivation through email and the web. A lot of organizations want to skip that part and just jump right to the bit where they're the same as MoveOn, but I'm not sure you can skip it.
Dave Witzel, Moderator:
Okay - Facebook, Myspace, Linked-in, (Beebo?!). When I go there, where do I go first and why?
Jason Lefkowitz:
I guess if I was going to summarize my point in one sentence, it would be that you shouldn't worry about going to any of those sites at all until you were satisfied that you were getting as much performance out of your Web site, your email list, and your community of interest as you possibly can. When those things are running on all cylinders, they you can worry about social networking and podcasting and other related geekery.

Is Beebo a real site or did you just make it up? :-D
Jim Cashel:
Hi Jason:

A lot of our clients are wrestling with how many resources to expend on social media sites. Which sites do you think e-activists should pay most attention to? YouTube? Facebook? LinkedIn? Eventful? Swivel? Slideshare?...
Jason Lefkowitz:
See previous answer. YouTube is great if you're already generating a lot of video content (most small and midsize advocacy groups aren't). Del.icio.us and similar sites are great for easily creating feeds of info for high-information activists. But those are still marginal compared to the core functions.
Dave Witzel, Moderator:
What do you think about groups building their own social networks with out-of-the-box tools? (Any tools you like?)
Jason Lefkowitz:
We used Scoop (http://scoop.kuro5hin.org/) to build the Oceana Network, and here is how I described the experience of using Scoop to the Progressive Exchange listserv last week: "If, for some reason, you feel the urge to use Scoop, just take a fork, cover it with salt and then stick it in your eye."

So, you know, don't use that one.

I don't have a lot of experience with other so-called 'white label' social networks, so I can't really speak to that. Six Apart's new Movable Type Community Solution (http://www.movabletype.com/products/community-solution.html) looks pretty nice though.
Dave Witzel, Moderator:
Thanks so much for your time -- this is very useful stuff. Any last words, anything we should be sure to read?
Jason Lefkowitz:
No problem! It's been fun. I blog periodically about this stuff at http://www.jasonlefkowitz.net, so if you want to keep up with what I'm thinking, that's the place to go. And anyone who wants to follow up can feel free to contact me at jason@jasonlefkowitz.net.

Thanks for the great questions everybody!
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Jason Lefkowitz Thu, 13 Mar 2008 18:00:00 +0100
The Next Traditions of Association 3.0 http://interviews.liveinterviewsonline.com/content/interview/detail/855/ A reverence for tradition lives deep inside the DNA of every association. But in a time of genuine paradigm shift in our society, associations cannot afford to honor their heritage at the expense of initiating meaningful innovation. As we approach the end of the first decade of the 21st century, it is time for all key association contributors—governing boards, Executive Directors, staff and members—to embrace their shared responsibility for pioneering the "next traditions" our organizations will use as a platform for inventing a more vibrant future.

Join Jeff De Cagna, the association community's leading voice for innovation, for a provocative conversation about what's possible for your organization, and what you can do make the possible real!
Dave Witzel, Moderator:
Welcome Jeff! Thanks for joining us today. Where are you sitting now?
Jeff De Cagna:
Hi Dave! I am actually at home today in Reston. I'm very happy to be with you!
Dave Witzel, Moderator:
As a Texas Aggie, I've been indoctrinated into the value of "tradition." What do associations risk losing as they challenge their established behaviors?
Jeff De Cagna:
Tradition is an important part of association resilience. But it also can constrain us to think in ways that are more internal when we really need to adopt a more outside in approach.

So I think we need to rethink the notion of tradition as a ways of doing things and construe tradition more as ways of thinking and being that will endure even as the world changes. And these ways of thinking and being should allow us to be generative in the way we approach our environment.
Dave Witzel, Moderator:
What are your top suggestions for "new traditions" associations should adopt?
Jeff De Cagna:
In my article, The Next Traditions of Association 3.0, I list six "next traditions":

Curiosity, which is all about being interested in learning about world around us in a deeper and less self-interested way.

Care, which is all about being empathetic and trusting in order to build stronger communities.

Imagination, which is all about innovation and the capacity to envision things that aren't currently there.

Choice, which is all about a recognition that the world around us is filled with much greater diversity than ever before and we need to find a way to include as much of it as possible.

Courage, which is all about speaking our minds and taking risks, even when it isn't politically popular to do so.

Responsibility, which is all about embracing stewardship, and leaving our organizations better than how we found them.

If we build the future of our organizations on these traditions, associations can enjoy a new trajectory of success!
Dave Witzel, Moderator:
It seems, when we see rapid transformations, it is from new organizations as opposed to established groups. Is this true for associations? Are we seeing new types of interaction that are replacing or improving on the association?
Jeff De Cagna:
Well, I think part of the problem is that we're constrained by traditions that force us to do things in certain ways.

Social technologies are challenging our approach and there is a clear sense among many association leaders that they are losing a measure of control over how things like participation, engagement and collaboration occur.

It's the best thing that could have happened to them...
Jim Cashel:
I have found associations to be reluctant to turn to new online tools for communications and collaboration. Which associations do you think are most savvy in the use of online tools?
Jeff De Cagna:
Jim, I think that there are quite a few associations that are trying new things out. Check out the Association Social Media Wiki (www.associationsocialmedia.com) for a growing list of associations that are using social technologies.

I think the missing ingredient in most associations is the lack of a clear strategy for how to leverage social technologies effectively, and by that I mean not as a "bolt-on" activity, but as an integral element of an overarching organizational strategy.
Dave Witzel, Moderator:
You said that, for association leaders, "losing control" is "the best thing that could have happened to them." How so?
Jeff De Cagna:
Because it makes real something that I don't think has been very real for them until quite recently. Many of us have been saying for years that social technologies would change the nature of participation and engagement and I think many senior leaders simply didn't believe us.

But now things are coming to a critical mass, and the energy is growing. All of a sudden it is on the radar screen of association CEOs and boards.

I worked with a board a few months back and showed them an unofficial group for the organization that had been set up in Facebook. They reacted properly by getting involved with FB and supporting what was already happening. But how many other associations would have reacted in that way? I'm not sure.
Chris Parente:
How do you demonstrate the ROI of innovations inside an association? Back when I worked for one, it had to support money makers like publications or tradeshows.
Jeff De Cagna:
Chris, I think we spend way too much time thinking about ROI as "return on investment." To connect back to the next traditions, I'd like to see us talk more about "return on imagination."

Now, I know, the left-brain people out there will say, "How do you measure that?" Well, at the moment, I'm not sure. But perhaps we can use our imaginations to figure that out! This is my point. What we know is very important, but in the 21st century, what we can imagine is that much more important!
Dennis McDonald:
Jeff, assume that a professional association has decided to sponsor and promote member to member and member to staff collaboration via an online social network of some type. What are the kinds of issues it should consider when deciding whether to (a) develop and operate its own network or to (b) make use of an existing public service such as Facebook?
Jeff De Cagna:
Dennis this is a great question. I think there are several points. First, going back to what I said before, what's the strategic intent, i.e., how does it fit into the organization's overall strategic initiatives?

Second, I think you've got to allow strategy to drive technology choices. Don't go for bells and whistles just because you can. Go for what will work to support the kind of collaboration you want.

Clearly, you also have to think about privacy and security issues, integration with other technologies and so on. But fundamentally, it all begins with a strategic perspective rather than a technical one.

As for using FB in the way you describe, I think there is a potential to do that but we need to help people get over their concerns that information will not be secure. It can be done.
Dave Witzel, Moderator:
What readings and websites (including your own!) do you recommend to people trying to get their head around these changes?
Jeff De Cagna:
Well, I highly recommend reading the association blogs for more on this conversation. My blog is the Principled Innovation Blog at http://www.principledinnovationblog.com. I also suggest reading Ben Martin's Certified Association Executive blog (http://caeexam.blogspot.com), David Gammel's blog at http://www.highcontext.com and others. Check out the Blogoclump feed at http://www.blogoclump.com.

There are so many other recommendations to make that it will take me too long to put them all down here. Anyone interested in specific recommendations can e-mail me at jeffpi1@gmail.com!
Dave Witzel, Moderator:
Back to that ROI question. Are members willing to pay for opportunities to engage online? What are they most interested in?
Jeff De Cagna:
Dave, you know I am a consultant, so I would be remiss if I didn't answer at least one of these questions with the reflexive consulting response of "it depends." :>)

In this case, however, I do think it depends on a variety of factors that will be determined by context. Overall, I think people will pay for experiences that engage them, whether they are F2F or virtual. The challenge for associations is to create such experiences.

I think this is a next traditions issue, not just in terms of imagination, but also curiosity and courage. Will we challenge our members to stretch themselves, to extend their thinking beyond conventional wisdom and prevailing orthodoxy? Will we design experiences that are rich and invite people inside a story? Or will everything be flat, uninteresting and political palatable? I know which one excites me.
Dave Witzel, Moderator:
Process question for you. You do a lot of podcasts at http://www.principledinnovation.com/blog/. Can you talk about how difficult they are to do and what you get from them?
Jeff De Cagna:
I love doing podcasts, especially thought leader/author interviews. Doing podcasts is easy:

Skype + Audacity=podcast

Very simple. If you want me to elaborate, just follow up.
Dave Witzel, Moderator:
Are there any "don't miss" events association leaders and their online strategists should attend?
Jeff De Cagna:
Well, since ASAE & The Center's Technology Conference has already happened, I encourage people to attend the Annual Meeting in San Diego in August. And I think the Marketing and Membership Conference in Baltimore in May will be excellent too.

I'll be speaking at both meetings, so I am biased. :>)
Dave Witzel, Moderator:
I'm used to thinking of "tradition" as being a drag on innovation and change so I'm very intrigued by your concept that it can actually support change. You said we should think of "tradition more as ways of thinking and being that will endure even as the world changes". What kind of behavior does this imply?
Jeff De Cagna:
This is a good question that I think I may elaborate on in a blog post. For now, let me say that I think it means a more purposeful and intentional approach to engaging with the world. Our behavior is governed by how we think. If we change our thinking, we should be able to change our actions.

If we are captive to tradition, we limit our ability to think and act in new ways. If we construe tradition more broadly and separate it out from a blind adherence to what has been, I think we open ourselves to entirely new ways of viewing and interacting with other people, groups and organizations.

It is a difficult shift to make, but it is necessary in the 21st century.
Dave Witzel, Moderator:
Congratulations on releasing your book "We Have Always Done It That Way" (www.alwaysdoneitthatway.com). How has response been? What are you planning for your next book?
Jeff De Cagna:
Thanks. The book came out almost two years ago and we've received a great response. I co-authored it with Amy Smith, David Gammel, Jamie Notter and Mickie Rops and it was a great experience. We are working on an update with some new items that we will make available as a free e-book.

As for me, I have many books in my head and heart, but never enough time in my life to write them. But one of these days!
Dave Witzel, Moderator:
You've given us a lot to think about here. Thanks so much for sharing your time and ideas.
Jeff De Cagna:
It's my pleasure. I hope we can do it again in the future. And for everyone reading this transcript, please read my blog at http://www.principledinnovationblog.com and feel free to e-mail me at jeffpi1@gmail.com.

Dave, thanks so much to you and Forum One for your interest in doing this conversation!
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Jeff De Cagna Tue, 26 Feb 2008 19:00:00 +0100
Washington DC's eDemocracyCamp http://interviews.liveinterviewsonline.com/content/interview/detail/875/ EDemocracyCamp.
Dave Witzel, Moderator:
Hi Tim,

Thanks for joining us today!
Tim Bonnemann:
Hello, Dave! Thanks for having me!
Dave Witzel, Moderator:
What inspired you to initiate this, especially from San Jose?
Tim Bonnemann:
I will be in town for Politics Online Conference 2008, March 4-5, 2008 (http://polc.ipdi.org). Initially, that was the main reason for my visit.

However, I have been to a number of barcamps before and like the format a lot (barcamps are participant-driven conferences or workshops). I was thinking early on, back in October, that it might be nice to run an unconference the weekend prior, and focus on e-democracy.
Dave Witzel, Moderator:
What is a "camp"? What can we expect to do, if we attend?
Tim Bonnemann:
Barcamps are participant-driven conferences or workshops where the agenda and the schedule happen the day of the event. Instead of being predetermined from the top down by the conference organizer (as is the case with most traditional conferences), the program at barcamps evolves "on the spot" depending on what participants are most interested in.

The Barcamp movement started out in the summer of 2005 in Palo Alto, CA in response to Tim O'Reilly's Foo Camp (you can read more about the history of barcamps on Wikipedia here: http://en.wikipedia.org/wiki/Barcamp).

Basically, while Foo Camps are invite-only, barcamps are very open and inclusive. Anyone can attend, anyone can run a session. In fact, anyone can organize their own little barcamp if they feel so inclined.
Dave Witzel, Moderator:
What are you expecting to be discussed at the camp? Is this mostly about politics and campaigns or broader than that?
Tim Bonnemann:
The broader topic of eDemocracyCamp is, you guessed it, e-democracy. And while that in itself can mean different things to different people, the way we've tried to frame it is as follows:

"The general goal (of eDemocracyCamp) is to learn/share how the web can help us better govern ourselves, support democratic structures, make online civic participation more accessible, convenient, fun, efficient etc."

So maybe less focus on activism and campaigns specifically, but more on civic participation in the democratic process in general (of course, there's a lot of overlap between these topics).

We've tried to reach out to a diverse audience (political, government, research, technology etc.). We'll have to wait and see what questions people will bring to the table.
Dave Witzel, Moderator:
Do you need any help to prepare?
Tim Bonnemann:
Absolutely. Barcamps are completely community-run. Fortunately, I have meanwhile found a few co-organizers. They are based in DC, and together we will bring it all together. Once enough people chip in it really isn't that much work for each one individually.
Chris Wolz:
Hi Tim - thanks for organizing this great event on March 1-2. It's an important topic and at Forum One Communications we're very interested in opportunities for, and examples of, wide collaboration in governance issues. FYI - we're signing up Forum One as a sponsor of the event as a small way to show our support!

Chris
Tim Bonnemann:
Chris, thanks a lot! Much appreciated.
Sandy:
Have there been other DC unconferences? Can a political town deal with near anarchy without devolving into mob rule?
Tim Bonnemann:
There have been a few barcamps in the greater DC area already. At all the barcamps I have been to, the culture was always very collaborative and civil. I have no worries that won't be the case at this event.

And while the unconference format may sound like a recipe for complete chaos, enough structure emerges -- usually fairly quickly in a very organic way.
Chris Wolz:
Tim - what do you think are some of the best examples of eDemocracy in use to widen participation in policy setting - at whatever level? (As distinct from the generally process focused e-government.) I ask because while most governments (whether city councils or Federal regulatory agencies) do have vehicles for public participation, the cost to participate in an effective manner is high (i.e. need to take time to come to a physical public hearing). And I think that many governments many not be sure (or are outright skeptical) about lowering the barriers to participation, because of the perceived burden of having to manage/respond to a large amounts of input.
Tim Bonnemann:
There are a lot of examples, ranging from the more simple (e.g. politicians who blog and try to include their constituents in the decision-making process) to the more complex (large-group deliberation). I plan to do a session at eDemocracyCamp where we collect some of those examples. Watch the wiki for updates: http://www.barcamp.org/eDemocracyCampSessions.
Dave Witzel, Moderator:
Tim, I know you've got to run to your next appointment. Thanks so much for taking time to answer our questions. I look forward to meeting you F2F this weekend.
Tim Bonnemann:
My pleasure. For anyone interested in attending, just sign up on the wiki (http://www.barcamp.org/eDemocracyCamp). Look forward to seeing you all.
]]>
Tim Bonnemann Mon, 25 Feb 2008 20:00:00 +0100
Web 2.0 adoption: Lessons from associations, corporations, project management, and disaster response http://interviews.liveinterviewsonline.com/content/interview/detail/827/
Dave Witzel, Moderator:
Dennis, thanks so much for joining us this morning.
Dennis D. McDonald:
Dave it's great to be here. It's a beautiful sunny day here in Alexandria Virginia and I'm looking forward to this!
Dave Witzel, Moderator:
Can you talk a little about the Alexandria Web Strategy group you are forming? What do you hope to get out of it?
Dennis D. McDonald:
A couple of months ago i decided to do more face to face networking -- i work so much online i wanted to meet more people around here. there are a lot of groups in the DC area I participate with but I really wanted to start something close to home.

I chatted with Peter Turner, another Alexandria resident, and we started asking a few people to get together on a monthly basis somewhere in Old Town Alexandria -- association people, marketing and communications, technologists, technology vendors -- and we're getting ready for our second meeting.
Dave Witzel, Moderator:
It seems to me that associations should be natural matches for Web 2.0 approaches but that they have been very slow adopters? Do you agree? Why do you think?
Dennis D. McDonald:
I was contacted last year by a former co-worker who's in charge of market research for a large professional association about blogging and "web 2.0 strategy." It was about the same time that I was researching applications of social media and networking to professional communications and scholarly publishing. I realized that there's a natural match between what professional associations do about getting people together and what social media and networking can offer.

I had already been doing some consulting and research on corporate adoption of "web 2.0" technologies, and I realized right away that associations share many of the organizational acceptance and adoption issues with other types of organizations. Some people are quick to see the benefits, and some are resistant. It's not about the technology, it's about being able to see how social media and networking can enhance what an association does. So there's an issue about accepting change not just to technology but to how an association manages its basic operations.
Chris Parente:
Dennis:

I really like your site. Here's a question:

What do you do when you're hired for an IT research project, the
deliverable expected by the client is a clear recommendation on how to adjust their business strategy, and you the consultant don't feel you have enough data to support such a recommendation?
Dennis D. McDonald:
Chris, if you know going in that you lack the data, you shouldn't accept the engagement. If you believe the data exists, though, and you later find out it doesn't, then you have to recommend either a change in the project goal -- or the collection or acquisition of the data you need.
Dave Witzel, Moderator:
Does adopting web 2.0 processes really require a "culture change"?
Dennis D. McDonald:
I'll answer that with a firm, definite, "maybe."

Seriously, that's too simple an explanation since I don't think many people really agree on what corporate culture means as a concept. I look at it in a more disaggregated fashion. There are many factors related to whether or not an organization adopts new technology. Some are related to finance, some to standards and technical architecture, some to management style, and some to the demographics and expectations of the workforce.

If you mean by "culture" things like hierarchically oriented management, resistance to change, "intensely cylindered" operations, fear of loss of control, etc., etc., then I think you need to address each of these when looking to decide whether to adopt a new approach. My rule of thumb is that when introducing social media and social networking into an organization you have to (a) make a clear connection with the goals of the operation you're trying to impact, and (b) you have to expect that maybe only 25% of your effort on introducing the change has anything to do with technology.
Dave Witzel, Moderator:
Back to the question about associations and change. What can those of us who advise organizations do to make them more amenable to trying these new approaches? Anything?
Dennis D. McDonald:
I question the phrase "make them more amenable." Unless you're in the military (or some really rigid, hierarchically structured corporation) you can't "make" people accept changes, especially when these changes may impact longstanding business practices and customer or member relations.

When I was initially researching "web 2.0 acceptance" by corporations in 2006, I realized (and published in my blog) that the reasons why people resist changes related to social media and social networking can have a quite rational basis. True, some of this resistance can be viewed as fear of a loss of control, but there's also a lot of ignorance about how specifically these new approaches can help the organization and the people it serves.

I think there used to be a lot of evangelization going on, people -- including us consultants -- thumping the tub about the benefits of the new technology. My approach right now, and the approach a lot of people are taking that I think is more effective, is to focus head-on to benefits and costs and the relationship to organizational goals.

So while I believe that associations and their members can benefit mightily from more use of social media and networking, the "change agent" really needs to understand how the organization operates and manages change. That may have nothing to do with technology, and it may instead have much more to do with the goals of the members.
Dave Witzel, Moderator:
Isn't it just a matter of time till younger people take over and social media and networking become common practice?
Dennis D. McDonald:
To some extent that's true but having seen the data on who actually uses social media and networking tools I think that that's a very narrow and unproductive strategy. Just yesterday I was shown demographics of group members for a major social networking vendor, and I was astonished at the number of people over 40 who are actively engaged, and I'm not just referring to groups that focus on technology.

Think about what a corporate marketer does. Unless you have a product that very narrowly appeals to a particular demographic or market segment, your marketing and sales strategy has to focus on all the segments. That means using different appeals, different communication channels, different packaging, different pricing, and even different distribution to reach these different segments.

It's no different with an organization's adoption of a new technology or business process. You plan for adoption so that the needs of the different segments are taken into account.
Dave Witzel, Moderator:
Do you have any "must read" suggestions (in addition to your blog -- http://www.ddmcd.com/ -- for people interested in these topics?
Dennis D. McDonald:
Pay attention to what Jeremiah Owyang does and says:

http://web-strategist.com/blog/

He's an "A-lister" friend of mine who really helps people make sense of social media and social networking.
Dave Witzel, Moderator:
Is social media of importance to project management? How?
Dennis D. McDonald:
Tools like blogs, wikis, social bookmarking, collaborative workspaces, and group interaction media function as platforms and as communication channels.

My take is that a project manager can use a blog or a wiki to bring together a lot of strands of information about a project, ranging from the sharing of information in real time to integration with formal project management tools related to tasks, progress, resource consumption, and other "hard data" related to project management.

I started researching this question last year and I quickly found out that how you ask project managers the question really impacts their response. If you ask them "have you ever used a blog as a project management tool?" they answer one way. If you ask a more general question about the use of collaboration or social networking tools you get another answer that leads to the fact that an increasing number of project management tools do have collaborative and social features.



Dave Witzel, Moderator:
You talk some about decision-making during large-scale disasters. (http://www.ddmcd.com/managing-technology/collaborative-decisionmaking-in-disaster-response-situations.html). This seems like the hardest time to make group desicions. Do you see such decision-making in non-emergency situations?
Dennis D. McDonald:
I originally got interested in the potential for working on how social media could be used in a disaster response situation when I worked with a contractor that handles disaster response planning related to large scale biological agent attacks. How do you communicate with large groups of people when disaster strikes?

I quickly realized two important points: (1) the authorities need unencumbered communication channels to get critical information out to affected populations, and (2) affected populations are going to use whatever available communication tools are available to make decisions and share information.

Reconciling these two realities is difficult, but I'm not convinced it's impossible. Bridging the gap requires each group to understand the goals and objectives of the other, and that takes time. What we're seeing, of course, based on experience with Katrina and with how the media handled the Virginia Tech massacre, is a growing use of social media and social networking tools being used in real time by affected populations. That's the reality.

Fortunately there are some forward thinking organizations such as the American Red Cross that are making efforts to reconcile these two realities.
Dave Witzel, Moderator:
Dennis, thanks so much for answering our questions. That's all we have time for today. Do you have any last tidbits to leave for us? If people have additional questions, can they contact you?
Dennis D. McDonald:

Please contact me - I love this stuff!

My email address is:

ddmcd@yahoo.com

You can also follow me on Twitter which I check in on throughout the day:

http://twitter.com/ddmcd

Don't forget to follow Dennis' blog. Of particular interest to this interview are his posts on "Collaborative Decisionmaking in Disaster Response Situations", "Presentation: Blogging and Project Management Survey - Preliminary Findings" and "Using Collaboration Technologies to Accelerate Innovation in Federally Funded R&D Programs"]]>
Dennis D. McDonald Thu, 31 Jan 2008 15:00:00 +0100
Can the Web Save Lives? NothingButNets.net http://interviews.liveinterviewsonline.com/content/interview/detail/785/ NothingButNets.net campaign as well as other activities of the UN Foundation. Also see her slideshow from her presentation at Forum One's Web Executive Seminar to for more context.
Suzanne Rainey:
Shannon--Thank you so much for joining us this morning! We know your campaign has raised millions of dollars in just a couple of years. We'd love to hear a little about how you got here. What do you think are the primary factors in this success story?
Shannon Raybold:
Thank you for having me Suzanne. The United Nations Foundation’s Nothing But Nets Campaign has been more successful than we had ever hoped, having raised over $16 million in two and a half years. One of the keys to its success is that the message is simple. It’s a campaign about sending bed nets to children in Africa to protect them from malaria. And in all of our messaging you’ll see:

Malaria Kills. Send a Net. Save a Life.

Not only is it simple, it is easy to make real difference. Through www.NothingButNets.net anyone can go online and make a $10 donation that will literally send a bed net, teach the family how to properly use it, and cover a child in Africa. Online, we also make it easy to involve your friends and family to help fight the number 1 preventable killer of children in Africa by become a ‘Netraiser’ which allows you set a fundraising goal, email your own network about Nothing But Nets, solicit support and donations which you can keep track of. Want to know if your sister recruited more people than your brother? Or your uncle gave more than your mom? It’s right there.

Partnerships are the other key component to this campaign. We have partnered with what may seem an unlikely group: UN Foundation, Sports Illustrated, The People of the United Methodist Church, NBA Cares which has been a great experience to be able to work with their communities and tap into that inspiration also.
Karen Palacio:
Does Nothing But Nets provide guidelines or agreements for groups fundraising?
Shannon Raybold:
We hope to have as many people join the cause as possible, so we don’t set up agreements with individual fundraisers as we want them to go free with their own creativity. We do provide toolkits to jump-start those ideas and provide facts and a few other ways to help to at http://nothingbutnets.net/its-easy-to-help/
Dave Witzel:
A lot of your home page is made up of blog posts. How has that worked for you? Do you have problems getting people to post?
Shannon Raybold:
Having the blog be the main section of the homepage was something I was initially very concerned about as I wasn’t sure where we would get enough content to keep it fresh. But it seems I didn’t need to fret as we have plenty of content and it is so inspirational as most of it comes from our supporters.
It took a while at first to gather blogs and we still actively solicit them from supporters, so it is still a significant portion of someone’s staff time, though less and less and WELL worth it. I’m not the only one that loves to see other people are involved – and if it’s yours or your child’s story you can be sure that they send it around to all their friends and family to see, thereby greatly expanding the reach of the campaign. We couldn’t have come up with all of these great ideas, and by having people tell their own story, they spark ideas for others at the same time showing momentum for the campaign.
Justin:
I'm curious about getting the blog posts on your site. Do you give users passwords, or do you take their content and post it yourselves? We're wondering how to handle user-generated blog content.
Shannon Raybold:
We actually handle the posting ourselves. I’ve found that even a simple blog tool such as what Drupal offers is something that tends to scare people away from doing the post. It is also another way to insure crazy things don’t get posted, and it is not terribly time-consuming.

If you have a few ‘super volunteers’ or experts, you may want to empower them to post on their own though for more timely content if you feel they would be comfortable learning how.
Cheryl:
I saw in your presentation that one of the emails from the director of your program that was a very personal story about a family facing big challenges brought in over $1 million dollars. Have other e-mail requests been equally fruitful? How do you keep up that momentum?
Shannon Raybold:
To date, no other email has been equally as fruitful so I am constantly trying to recapture that ‘lighting in a bottle’ – at the time of this email, our team had also just come back from the very first net-distribution trip in Nigeria so we were able to show children actually receiving what generous donors had sent.
I find it essential to report back to your community, donors and non-donors alike and our traffic is rarely better than when we first come back to from a net distribution campaign because people are so interested in the stories from staff, visitors and those receiving the nets. The momentum and excitement continues as we identify more and more ways to actually show how these campaigns work and the lives they touch.
Suzanne Rainey:
Speaking of technology...What platform do you use for the web site content, blog, donations, etc.?
Shannon Raybold:
The website is based on open-source Drupal and we take donations via a custom processor. For the Netraisers fundraising we use a software platform called Artez; we are essentially using a walk-a-thon type set up for a long-term campaign.
Joe Pringle:
Hi Shannon - could you describe in a little more detail how you identified Netraisers and motivated them to reach out to their own networks? Do you reward or recognize them in some way? Do you provide them with tools or info to make it easy for them to reach out?
Shannon Raybold:
Netraisers identify themselves as wanting to be a champion for malaria – we just give them the tools to do it – software and information about malaria and what you can do to help. We have done a Netraiser contest where we gave away signed NBA and Major League Soccer gear to those who raised the most $ AND those who brought in the most new people to the cause. We also highlight a few MVPs on the homepage quite prominently which is a draw to many individual fundraisers

The software makes it easy to reach out and we are constantly trying to make it easier and encourage more of our supporters to become Netraisers.
Dave Witzel:
I see you feature stories from trips to Africa distributing nets. Do these stories help raise money? What's the best way to tell them?
Shannon Raybold:
I think the best way to tell them is to do so in every medium possible. Video, written, photos, and audio – and we do so whenever possible. Before each trip, we gather and brainstorm on what types of photos, blogs and footage we want this time. Each staff member that goes on the trip blogs about their personal experience and they also work with people on the ground in Africa to get their stories to share. www.NothingButNets.net is a central part of the campaign, and everyone on staff is consistently thinking about the website and contributes to make it what is. It is a group effort that not one or two people could ever pull off on their own.
Tory Colvin:
Hi Shannon,
First off, congratulations on such a successful campaign. I was actually curious whether or not you take donations from outside the United States and, if so, whether that makes up a significant portion of overall donations?
Shannon Raybold:
We do in fact take donations from outside the U.S. and welcome them! Right now they do not as yet make up a large portion of donations, I believe because mainly our partners and distribution channels are U.S. focused.
Suzanne Rainey:
The videos on your site - like the ones from Chad showing how the nets are used and who uses them - are really compelling. Can you tell us a bit about how your team created them? (i.e. the technology and logistics?)
Shannon Raybold:
We love video - and so do our supporters! We've done them in a few ways from super low tech/low budget to having a crew in Africa at the time.
One of my favorites to date was a report back from the emergency appeal we did around Chad www.NothingButNets.net/chadtrip - here, Kevin just took a hand-held with him, shot some footage on his own and set the camera up on a stool to interview himself. He did a great job and has no formal training, and when he got back our team cut it together (again, with no formal training). This best part of this is how it is so very obviously authentic and heart-felt. Video and media aren't his job, but he did a fantastic job of bringing the reality of a refugee camp outside Darfur's boarders to life for those of us who will never see it.
Meghan Teich:
Referring to your slide on empowering membership, what has been the most effective/popular tool on the site that people are attracted to and use the most frequently?
Shannon Raybold:
People are doing a great job with becoming Netraisers and spreading the cause electronically, but the page where we give more tools at is one of the most popular http://www.nothingbutnets.net/its-easy-to-help/

Another popular new feature is the interactive distribution map we created to show where the money is going http://www.nothingbutnets.net/nets-save-lives/net-distributions
Andrew Cohen:
How have you leveraged social networks such as Facebook or MySpace? How much time are you investing? What early successes have you seen here, if any?
Shannon Raybold:
We do have a presence on both MySpace and Facebook. We have an intern that frequently checks both and when we have a message to spread, such as the report about our emergency appeal for nets to Chad, we had two people spend hours each day posting banners on MySpace comments of our friends which was time consuming but the experiment paid off and MySpace was the #2 referrer to the site for quite some time afterwards.
Daniel Atwood:
To what extent you all come up with the design of the site yourself, and to what extent did you rely on the talents of the developers? (The whole campaign is great, by the way).
Shannon Raybold:
We had a wonderful collaboration with a firm in Canada, Communicopia, that came up with the design and helped us simplify the information architecture to be as clear as possible. We had a few brainstorms and they came back to us with this great concept that we all tweaked to become what you see today.
Suzanne Rainey:
Shannon, Thank you again very much for your time and insight today. Raising funds online is certainly a hot topic these days. We wish you continued success, and more lives saved!
Shannon Raybold:
Thank you for having me, I enjoyed hearing what other people are working on and what they are encountering in the online fundraising world also.
]]>
Shannon Raybold Wed, 16 Jan 2008 15:00:00 +0100
User-centric identity: Platforms, trade-offs, and next steps http://interviews.liveinterviewsonline.com/content/interview/detail/729/ Burton Group is a leading thinker on the potential and pitfalls of online identity systems. Recently he has been explaining the concept of the Identity Oracle and how it is a business, not a technology.

He also recently summarized the status of open identity technology in Recapping the Catalyst user-centric interop from a June meeting in San Francisco as well as last month's meetings in Barcelona. He will take our questions about identity, privacy, related technology, and probably the Longhorns.

Dave Witzel:
After the June User-Centric Identity Interop in San Francisco, you said "there is a running identity metasystem". Would you explain for us what this is and what it means for online community?
Bob Blakley:
Sure. There's an infrastructure of OpenId and CardSpace identity providers and relying parties. You can get OpenIds from a variety of providers today and use them with a host of relying parties - mostly blogs and other online properties which are doing personalization and customization but not commerce.

The future of the identity metasystem looks promising - you'll probably be able to sign up for an identity with one provider and use it in many different places. The fly in the ointment is that different identity providers today offer different classes of service, so you'll probably still need to have multiple IDs.

In the future I imagine that you'll be able to sign up with a single trusted provider and configure an account which will then be used to manage many of your online interactions but which will reveal only what you want revealed in each transaction you undertake.
Dave Witzel:
Did you see much progress between the June and October Interops?
Bob Blakley:
There was a lot of progress, but there's still a long way to go. I'm an optimist, so to me this means the glass is half full.

In June the interop participants demonstrated that a variety of commercial and open-source parties could all talk to one another over a common set of protocols. This went a long way toward showing that Microsoft's Open Specification Promise wasn't just hot air - real projects were able to use it to produce real code which really worked in multi-party interactions.

The June interop also highlighted a bunch of issues. The October interop's goal was to test solutions to the issues identified in June and to identify new issues which needed to be resolved before seamless, out-of-the-box interoperability could be supported by all the participants.

The October interop demonstrated progress but not completion. There's clearly still the need for a comprehensive set of scenarios and testcases which will demonstrate that each component of the identity metasystem lives up to its obligations - both technical and policy.

The next interop - at the RSA conference in April, 2008, will demonstrate more progress. The technology is maturing but not yet mature, so it will be interesting to monitor the results of the ongoing series of interops and try to judge when the technology is ready for prime time.
Dave Witzel:
You say the meta system "is not grown up yet, and it still suffers from a number of issues". What are the most serious problems were facing?
Bob Blakley:
The most serious question we're facing - and really it trumps all the others - is "how do identity providers make money"?

This is important on all kinds of different levels.

Obviously there can't be an identity provider which is a going concern if it doesn't make money. Individuals want an identity provider to be a going concern because they want to depend on it to provide identity services - they want to use these services to make their lives easier, less risky, and more private in the electronic world.

Businesses want an identity provider to be a going concern too - they want to use it to lower their cost of identity management and to reduce their transaction risk due to identity fraud.

And of course the identity provider itself wants to make money because it wants to continue in business.

On a broader level, society wants stable identity providers to emerge, because they can serve as foci for regulation and accountability - if I can lobby my legislator to make a single identity provider behave itself (with respect to my privacy and identity), I'm much more likely to succeed than if I have to lobby for broad regulation constraining the behavior of all businesses.
Francis:
Hi Bob. Thanks for taking questions. Here's mine -- What is the biggest threat to identity today?
Bob Blakley:
That's a really interesting question. In the past, we had the sense that our identities arose from our status as human persons. I think the biggest threat to our identities today is that as a society we might fall into the trap of reversing this relationship, and come to believe (or at least act as if we believe) that our status as persons derives from possessing an electronic "identity" - that is, a record in a database.

If this happened we'd be in danger of becoming "unpersons" whenever someone erased our identity record in the database.
Dave Witzel:
How do you feel about the recent arrest of Dan Egerstad for demonstrating a weakness in the Tor anonymity service?
Bob Blakley:
In general our security is weakened by any attempt to suppress information about security flaws. The theory that we're safer if we don't discuss these things stems from an assumption that our adversaries are not as smart as we are, and will not find out about weaknesses if we don't tell them.

This assumption is false. Our adversaries must be presumed to be smarter than we are, and they are in fact at least as smart as we are. All we do by suppressing information about weaknesses is deny ourselves the advantage of giving some of the defenders a headstart on solving the problems - though we also delay the date of reckoning for bureaucrats who initiated the use of the flawed systems in the first place.

Dan Egerstad had tried several times to alert the very authorities who eventually arrested him to the Tor weaknesses without publicizing those weaknesses. He is essentially being punished for their failure to listen.
Mike Shade:
The idea of an Identity Provider service has been tried many times in the past. You outlined a few of the problems in your blog post, linked in the description, but what about another obvious issue -- incentive?

What incentive do service providers have to begin using, or migrate their current login databases to, an Identity Oracle? There need to be concrete gains on the service provider side to make this succeed. While identity metadata providers can benefit the user by safeguarding private information and consolidating logins, the gains to the service provider seem slim.
Bob Blakley:
Your observation that past attempts to build identity providers have failed largely for economic reasons seems to me to be correct.

I think Identity Oracles might not have worked economically until a few years ago, but the world has changed now in two ways that seem to me to enable a viable business case for commercial identity providers if they are structured correctly.

The first thing that's happened recently is a lot of publicity surrounding identity theft; we have the California legislature and its SB 1386 breach notification requirement to thank for this. What this has done is raised peoples' awareness of the consequences of losing identity data online; this in turn serves as a demand driver among consumers for secure identity services. In other words, maybe the problem has gotten bad enough or at least public enough that people might be willing to lay down a few cents to protect their own identity information.

The second thing that's happened is compliance mandates - most particularly the PCI-DSS standard. Compliance mandates create financial risk for organizations which collect identity data but don't protect it. This means that there is now - for the first time really - a business cost to the collection and use of identity information. The core notion behind the Identity Oracle is that the Oracle can be a business which specializes in handling identity information, and because it specializes it can do a better job than its customers, and because it does a better job it can do the job at a lower cost, and because it can do the job at a lower cost, it can charge its customers less than they would pay to do the job in-house and still make a profit.
Jennifer G.:
It looks like people, in general, are willing to trade "privacy" for pretty small things -- a little bit of money, service, even better advertising. Do "real people" even care about personal identity issues online or just not understand?
Bob Blakley:
Real people understand but they often discount the risk until something bad happens to them. It's well known that people over-value current rewards vs. future risks, which goes some way to explaining why people will tell you their passwords in exchange for a chocolate bar.

But I think people rightly distinguish between "giving out information" and "having their privacy invaded". They make this distinction because they're used to real social situations. In real social situations, I tell you something private as part of a relationship which develops over time and conforms to social norms. In this kind of a social situation, when I tell you something private, I don't expect that you're going to publish it in the Wall Street Journal, mail it to my boss, or spray paint it on my fence.

In online situations we still tend to behave as if we're in real social situations when in fact we're often dealing with strangers (who feel no reciprocal social obligation to us) or with corporations (which are incapable of social behavior). So we're acting "out of context" - we think we're being social but we're not in a real social situation and the other party has no intention of acting in a social way. In this sense they don't understand what they're doing.

It may be that the best thing to do to get people to behave in their own interests is to provide them with better context cues so that they understand what kind of a situation they're really in before they give out information (and by "better context cues" I do NOT mean a 20-page legal notice of privacy practices!)
Francis:
How are identity and authentication related?
Bob Blakley:
That's complicated. I've posted on my blog that "an identity is a story". In this sense I have many identities, because different people have different stories about me. Dave, our host, has one set of stories about me because we went to grade school and high school together. My colleagues at the Burton Group have another set of stories about me because I've been attending their conferences for 10 years and have been working for them for a year now. My family has another set of stories about me, and of course I have stories about myself.

In this sense each individual who knows me (or Googles me!) constructs their own "identity of Bob". These identities don't have to be the same, and some of the information in each identity probably isn't even true (mine's probably the least accurate by now - I find as I get older that I remember fewer things that DID happen and more things that DID NOT happen.)

But all these identities are related in the sense that they are all "about me" in some way.

Authentication is not the process of determining whether these identities are "about me" or whether they're "true". Instead, it's the process of determining whether my claim that "I am Bob Blakley" is "true".

This process is very complicated (in fact it turns out to be surprisingly hard even to defined what it means for that claim to be true!), but it turns out that we can use identity information to help figure out whether my claim to be Bob Blakley is true.

If there are things that everyone knows happened to Bob Blakley (for example, everyone knows that Bob was the president of the Bryan High School Science Club, because Dave tells them so), but I don't remember those things, then it seems a little less likely that I'm Bob.

On the other hand, if someone has a copy of Bob's fingerprint from his Texas Driver's License application and my fingerprint looks the same, then it seems a little more likely that I'm Bob.

In this way, various "identity attributes" can be used to support the authentication processl
Dave Witzel:
What about online privacy and electronic health records? Are these issues related? Are they being addressed by the same people?
Bob Blakley:
Electronic health records shouldn't even be attempted without both good privacy protections and good security protections. The HIPAA security and privacy rules were supposed to provide a foundation for this, but have in practice been a disappointment.

I worry that not enough attention has been paid to these problems, and that as a society we have not had an informed discussion of the risks. What I'd like to see is an independent security risk assessment and privacy impact assessment of the general notion of an electronic health record and also of every proposed specific implementation, and I'd like to see these assessments published and widely discussed, both by Congress and by the public in the USA and also in any other jurisdiction where electronic health records are proposed.

Wikipedia has a great page on this topic (http://en.wikipedia.org/wiki/Electronic_health_record)
Max:
What is "user-centric identity"? What does this mean? Is it important?
Bob Blakley:
The general notion of "user-centric identity" is that identity systems should not disclose identity information to anyone without the user's involvement and consent.

The idea is important, because it addresses an asymmetry in the relationship between "data subjects" (that is, people like you and me) and data collectors.

In the online world today, if you want a service, you pretty much have to agree to any terms the service provider establishes for the use of your information. The idea behind user-centric identity is that you should be more in control in your relationships with data collectors; you should, for example, have some power to negotiate the terms under which your information will be collected and used.

The technical details are mildly interesting, but what's really important about user-centric identity is that it tries to level the playing field so that individuals are at less of a disadvantage against organizations who want to collect and use information about them.
Dave Witzel:
You say 'we'd be in danger of becoming "unpersons" whenever someone erased our identity record in the database.' This sounds like sci-fi but it seems like our government may already rely on this without databases, especially for "enemy combatants". Will the online systems exacerbate this problem?
Bob Blakley:
I suspect that there are in fact databases containing the details of extraordinary renditions of enemy combatants.

Online systems will definitely exacerbate the problem. You've undoubtedly been in retail stores where the clerk couldn't do something simple like exchange a sweater because "the computer won't allow it". The temptation in broadly computerized systems will be to deny people basic rights rather than doing something the computer doesn't easily support, and this is a real danger.

On the other hand, you don't need an online system to become an unperson - all you need is to get the presumptions wrong. I'm hoping someone will write the story of what has happened and is still happening to all the people whose birth records, medical records, educational records, and financial records were destroyed by Hurricane Katrina.
Dave Witzel:
Right. Arguably, I have _the best_ stories about you! Fortunately, we weren't able to post our escapades to MySpace. What will happen to the wired generation when they realize they revealed more than they wanted to? Or will they care?
Bob Blakley:
(Let's not talk about that chemical weapons attack, OK?)

The wired generation arguably already realizes a lot more about how things work online than we give them credit for. Our kids aren't stupid - my teenagers pointed out to me that the threat model generally described on TV for Myspace and Facebook was the wrong thing to worry about.

The nightly news wants you to believe that a 50-year-old child molester is the main threat on Myspace and Facebook. My kids (one boy and one girl) pointed out that teenage boys who go to school with them are much more of a threat to them than child molesters are, and that Myspace and especially Facebook make it ridiculously easy for the Romeos and bullies at their schools to find out lots of information about them.

On the other hand, I do think that broad public disclosure of lots of information by teenagers will change the way society works in the future. The optimist in me wants to believe that it will reduce public hypocrisy; maybe Chelsea Clinton won't have to say that she didn't inhale.
Francis:
So about the Egerstad arrest. I see it is being called "the hack of the year". I guess we can assume he is a "good guy". But how should we handle problems with our security systems? Especially if security is in some sense, to protect us from our protectors?

(www.theage.com.au)
Bob Blakley:
Actually Ergstad's trick with the Tor exit server was called "the hack of the year" before he was arrested (in fact it was probably that publicity which led to the arrest).

We should handle problems with our security systems by building better security systems. Ergstad is trying to tell us that we have a security system which either doesn't work or at any rate doesn't do what we think it does.

Tor isn't the only such system; Hushmail also doesn't do what a lot of its users think it does, as at least one user found out the hard way.

What protects us from our protectors - if by protectors you mean government - is not technical security systems but in fact the law and its enforcement. What we should do about that is insist that government itself obey the law. I've recently blogged about Andrew Napolitano's book "A Nation Of Sheep". It's about why the fourth amendment is still important even if the government doesn't really feel obligated to respect it. Highly recommended.
Nyk Cowham:
What do you feel are the major privacy issues that user-centric interop might present? Who are the people thinking about the ways to steal a person's online identity and feed this intelligence into the community?
Bob Blakley:
There are lots of people thinking about how to steal your identity. People who want to cross borders with false papers think about this. Petty criminals who want a new iPod think about it. Governments who want to conduct espionage think about it. Organized crime syndicates who want to syphon money out of banks think about it.

Some of these organizations are highly professional and lavishly funded.

Still, identity theft isn't necessarily a privacy problem. Lots of identity theft is strictly about financial fraud. You lose money, but you aren't embarrased in public, divorced, or fired from your job.

User-centric identity is designed more to protect your privacy against misuses of your information by legitimate businesses (TJX) and government agencies (IRS) with whom you conduct transactions than it is to protect you against identity theft.
Dave Witzel:
You mention the RSA conference in April, 2008. Any other events or dates we should keep an eye on?
Bob Blakley:
Well, you should of course plan to attend the Burton Group Catalyst Conference in San Diego on 23-27 June 2008. Details are here: http://www.catalyst.burtongroup.com/

I thought even before I joined the Burton Group that this was the premier identity and privacy conference in the industry, and now that I get to give several talks instead of just one it's even better :-)
Dave Witzel:
Bob, is there "an answer" to the identity/security problem. Do we have to have our eyeballs screened like in the Tom Cruise movie?
Bob Blakley:
Well, that's one answer.

There are answers to the identity problem and answers to the security problem. Because the threats keep changing, the answers have to keep changing too. But I think universal surveillance is more of a problem than a solution, and I think the experience of the UK provides good evidence in support of my position.

We do need to be able to identify people online and in the real world and we do need to reduce certain kinds of risks. At the Burton Group we're working on a set of concepts (the Limited Liability Persona, the Identity Oracle, the Relational Continuity Sockets Layer) which are designed to make use of identity online safer for all parties - for individuals, for the businesses they deal with, and for society in general.

The problem is of course very complicated, and it will take a lot more thought to get workable solutions. And the solutions will not just be technical; they'll be legal, social, and economic too.
Roy Bragg:
What about the people who lost all of their records in Hurricane Katrina? What sort of life are they enduring now, and what sort of future do they face?
Bob Blakley:
I haven't done as much digging into this as I'd like, but my guesses are:

trouble accessing healthcare
trouble accessing credit
trouble accessing retirement and unemployment benefits
trouble probating wills

and so on.

Society, of course, can also run into trouble. Losing the record of lots of people's outstanding warrants poses obvious problems too...
Paul Hyland:
The concept of different identities for different audiences, or applications, and user-centric identity really seem related.

Can you comment on the implementations of these concepts in identity-management systems such as Plaxo, or in identity management policies for services like social networks. I've heard, for example, that Facebook plans to give users more fine-grained management of personas, ability to define them and assign them to different groups of friends. (At least I hope that's true.)
Bob Blakley:
Personas are a good idea; it's good to be able to invest only the relevant pieces of one's identity in an environment or a transaction.

It's also good to be able to invent an entirely new identity in environments in which linkage to past identity isn't important (would you go see a rock concert starring Reg Dwight?)

There are of course obvious abuse cases, and systems which support personas need social mechanisms to prevent certain sorts of fraud and abuse.
Patrick:
No system is unpenetrable. So why should a user rely on one system more than another? Wouldn't it make more sense for businesses to implement a verification system for certain things that could be used for evil, i.e. SSN, credit card numbers, etc. The hot thing right now in regards to online identity seems to be adding layers of security as opposed to yet another holder of information. I'm not convinced we are ready for an identity oracle given how much information many people have already proven they are willing to give to businesses with a chance to win an ipod.
Bob Blakley:
Verification of identity information isn't the main difficulty right now. The main difficulty is preventing personal information from being leaked to the public after it's been collected and verified. The TJX data breach is now north of 90 million records. This presents enormous opportunities for financial fraud and also possibly other kinds of mischief.

We currently have a system in which every organization that accepts credit cards has to have strong security in order for my privacy to be protected. That's insane, and it cannot possibly work. I want to concentrate responsibility for protecting my private information in the hands of a much smaller and much more competent group of organizations - like Identity Oracles. And I want to be able to sleep at night because I know the managers of those organizations won't be able to feed their kids unless they keep my data safe.
Paul Hyland:
Speaking of scary books, another recommended read is "Takeover: The Return of the Imperial Presidency and the Subversion of American Democracy," by Pulitzer Prize winning Boston Globe reporter Charlie Savage.
In it, he describes how the current administration is flouting laws - issuing a record number of signing statements - that already give it more than enough legal authority to violate Americans' privacy.

Charlie, Whitfield Diffie, and Marc Rotenberg discussed this and more at a recent Electronic Privacy Information Center event that I blogged about here:

http://www.paulhyland.com/2007/10/eventful-october-part-1.html
Bob Blakley:
Thanks; I'll check it out. I also like the recent book "Privacy at Risk" by Christopher Slobogin.
Dave Witzel:
Bob, thanks so much for joining us today. That's all we have time for. Are there any last comments or references you'd like to leave us with?
Bob Blakley:
I'll leave you with one comment and two references.

The comment is this. Privacy is not about keeping personal information secret. It's about ensuring that people who handle personal information respect the dignity of the individuals to whom that information refers.

The references are my personal blog and my Burton Group Identity and Privacy team's blog.

Here are materials referenced during this interview:

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Bob Blakley Tue, 20 Nov 2007 16:00:00 +0100
User-Centric Identity: An Introduction http://interviews.liveinterviewsonline.com/content/interview/detail/635/ Kaliya wrote "identity is no small matter. It lies at the core of who we are as social beings. There are many ways to think about what identity is, such as: how we define ourselves (self-assertions), how others see us (facts about us), and what others think about us (our reputation)."

In this interview Kaliya will take your questions about the status of shared identity systems, especially OpenID; the work being done at the Identity Commons; and how communities can leverage these resources. Ask your questions now and then join us live on 25 October 2007, 2:00 PM EDT.

Brett:
Kaliya, does openID help prevent identity theft? Are these concepts related at all?
Kaliya Hamlin:
Yes in a particular way.
It doesn't solve 'identity theft' in the way portrayed in the media - people getting critical facts and identifiers for you - and by knowing these things they can pose as you and make transactions in your name.

The kind of 'identity theft' that OpenID can play a role in preventing is 'handle theft' if you will. Currently if I use the same handle on many sites say PURLEFLOWER. Then I become known for using that name and when people see it they associate it with me. Yet another social networking service opens up and someone else decides to register the username PURPLEFLOWER on that website and begin posting 'as if they were me' all of a sudden things are being associate with me or at least that online identity that are not mine.

OpenID provides a way to do distributed web wide SSO.

If I use an OpenID an identifier [=purpleflower] unique to me across contexts then people know it is 'me' not just someone pretending to be me cause they got my handle before I did in some new social service. I am the only one who can authenticate the password on that identifier so it must be 'me' the "real" purpleflower.

Just so you see what some different kinds of OpenID's can look like...
1) from an identity provider such as My openID http://purpleflower.myopenid.com or using your AOL screenname http://openID.aol.com/purpleflower

OR 2) a personal i-name =purpleflower (a personal iname)

OR 3) my own URL http://www.purpleflower.com that I put in some lines of code to redirect to an Identity Provider that does authentication OR I can put my own OpenID server on my box and do the authentication myself.

Looking into the future there are tools and systems being developed in the Identity Commons community that could address identity theft issues - these include the Higgins project. We are working on developing the concept of identity rights agreements to make EULA's more understandable. There are also new concepts like the Identity Oracle and the Limited Liability Persona being developed by Bob Blakeley and the Burton Group that could help address the underlying structural issues that cause identity theft.

A good book to read to understand the structural issues of data collection, storage and sharing that cause identity theft is The Digital Person by Daniel Solove and two papers by him - A Taxonomy of Privacy and A Model Regime of Privacy.
Brett:
Why did you start thinking about online identity issues? What brought you into this topic?
Kaliya Hamlin:
I went to the first Planetwork conference in 2000. They got to thinking about this topic because they posed the question - how could environmental groups (and then the people connected to these groups) work together via the web to address their common challenges. At a meeting in 1999 there was a predominant answer - "JOIN MY BIG PORTAL" but this didn't really work - competing portals - there is 'not just one' and if there was 'not just one' how could real collaboration happen. Empowering people - the people who are part of multiple groups with their own identities and having protocols of interoperability - standards would be a way to get around the dilemma of everything being disconnected (different username and password everywhere) OR only having one big portal.

A community called the link tank met for 18 months in 2000-2001 and out of that came the Augmented Social Network: Building Identity and Trust into the Next Generation Internet. It was published in 2003. I had been attending monthly Planetwork Forums and learning about tech projects including pre-friendster social networking sites. I was at the time thinking about how to support spiritual activist networking together but on independent autonomous sites (not one big site for 'everyone') I got identity and became an evangelist for this paper and its ideas. I worked for the first Identity Commons of 9 months beginning in June of 2004.
Jim Cashel:
HI Kaliya -- a second question and I'll leave you alone. As a consumer, I keep some profile information on LinkeIn, some on Facebook, and a smaller amount on various other sites (such as credit card information at Apple). Is it likely that a year or two from now there will be one place where I maintain this -- or is it more likely (or am I better off) if it is more fragmented than that?
Kaliya Hamlin:
Yes.
I think in the next couple years you will see tools for managing and updating information like your blog address or phone number that you want to be current in multiple places. Market/consumer pressure to adopt open standards to manage this would help speed this process. Being fragmented should be a choice (having a different work life and personal life persona for example) not enforced by the fact standards are not there to get things to work together.
Jim Cashel:
Hi Kaliya: Forum One now runs two community sites, one for kids and one for online community professionals. Should we be using Open ID or some standard technology now? What will be be almost certainly using 18 months from now?
Kaliya Hamlin:
OpenID will be in use 18 months from now. It already is in use.
Jo Ryden:
Hi Kaliya - where do you see the main obstacles in the adoption of OpenID; is it mainly on the provider and integrator side, or do you mostly see it in end-user skeptics staying skeptic even as OpenID is promoted and pushed on a wider basis by providers?
Kaliya Hamlin:
With any new standard that relys on network effects to bring value (fax machines only work if there are other fax machines to send faxes to) OpenID needs adoption of two things - OpenID providers (places where people get OpenID's from and authenticate them at) and OpenID Relying Parties - websites where people can use OpenID to login. This is the classic chicken and egg problem.

Which comes first relying parties or OpenID providers? This problem is being solved in an ingenious way - Large banks of OpenID's are being enabled - every AOL screen name is an OpenID and all of Livejournal's blog URL's are OpenID's creating a population of 160 million OpenID's. What is also true is that most of those people have no idea they have an OpenID - YET. This potential user base and commitment by large providers means that more websites have confidence to invest in becoming Relying Parties because know there is a real user base that is currently latent but will eventually (within the next year) become active.

A large issue for end-users is security and the phishing hole - you must trust the redirect from the Relying Party to the Identity Provider. Many smart folks are working on the answer and it involved 'brains on the client' to help ensure users are not entering their password into a site spoofing as their identity provider. CardSpace from Microsoft is an example of a tool that helps prevent this problem.

I am not sure how else you think they are 'skeptical'.
Denise:
Does open ID have sufficient security for use on children's sites?
Kaliya Hamlin:
OpenID can be used anywhere and has the same security issues everywere. Primarily the phishing issue articulated in the previous question.

OpenID does NOTHING to validate the identity of the person using an OpenID - identifier. A person can have dozens of OpenID's that are 'theirs'.

Having said this there are companies working on products and business models that would as a business provide COPPA compliance services with OpenID identifiers. They will verify parents identities and give them the power to manage their children's identities online. Thus helping sites come into COPPA compliance with a distributed system once verified the identifier could be used on many sites rather then each site having to take on this sort of burden to be in compliance.
Bill Johnston:
Are there tools and standards available to help corporate communities support community member data portability?
Kaliya Hamlin:
Yes but they are not fully 'there yet'
There are two basic approaches - one is to take existing avaliable one off API's and hack things together - this is the 'get it done now' approach - Marc Canter is a big champion of this way.

Standards for a distributed data at OASIS in the XRI and XDI technical committee. La Leche League International is actually using these protocols to manage personal data across multiple loosely linked sites. The Higgins Data Model and tools it is building are evolving. They are very early in development at version .8. Large companies are participating in their development including IBM and Novell.
Bob Robertson-Boyd:
Can you talk to the issue of identity management and identifiers in URL/URI strings? Is there a need to disambiguate between authorizing domains for an openIDs?
Kaliya Hamlin:
I am not sure I fully understand your question.

Identity Management in the traditional 'enterprise' definition is - Provisioning (new employ comes on board need to give access to systems) and Termination (employee retires or is fired and must have access to those systems ended).

OpenID is about identifiers - using URL/URI's or XRI/inames. Any domain name can be an OpenID if it is enabled with an OpenID server that does authentication.
Sandy:
Clients often ask for single signon "without having to log in again", but OpenID forces you to not only type in an identity with a relying site, but then authenticate or verify an authenticated session with an identity provider. What work is being done to ensure that a user can go to a provider or relying site, log in, and then ever after have every site that uses OpenID to "know" who the user is and that she is who she claims to be without any action on the user's part? So if Alice goes to example.com, she logs in there or at provider.com, then she goes to secondexample.com and she's still logged in without having to type alice.provider.com?
Kaliya Hamlin:
It depends on the settings of your Identity Provider. It is currently normative practice for a user to authenticate with an OpenID

user goes to example.com
example.com has and OpenID login box
user types in OpenID http://jane.provider.com
example.com redirects Jane to provider.com
provider.com asks for her password
she types it in
it is correct and
she is redirected back to example.com and is logged in

user goes to another site secondexample.com
secondexample has an OpenID login
she enters her OpenID http://jane.provider.com
secondexample.com 'redirects' to provider.com
provider.com says back to secondexample.com - http://jane.provider.com is already logged in.

User is logged in without seeing the redirect.
Bill Johnston:
What is a reasonable migration path for corporate communities using closed ID systems based on their community platforms (Jive, Lithium, Etc), to OpenID?
Kaliya Hamlin:
I don't know what the 'best' way is. I think there are several approaches.

First of all enable their platforms to accept OpenID for login become a Relying Party. This first step helps participants active in online communities around topics to weave their persona's together. All activity about Sony or what ever the topic doesn't happen in just one place online. Trust across contexts sharing the same user base can grow because of OpenID - see the first question about Identity Theft.

They can enable their platforms to be OpenID providers. Give every user name the ability to be an OpenID.
Mukund Mohan:
User centric identities = Single point of failure. This is my counter opinion. I dont trust one place enough to have everything be controlled by it.
Kaliya Hamlin:
So this issue is one folks have talked about. How to create distributed redundancy. Not sure what the answer is - we do seem to have a web that works even though most websites exist on 'one server' and have 'a single point of failure'.

OpenID and other emerging technologies are not about having 'everything in one place' or being controlled by that place. They are about giving the user choice and control they don't have now by having their identity divided up into 100's of pieces. (each website with a different user name and password).
Dave Witzel:
Kaliya, what events and resources do you recommend for people to 1) learn about user-centric identity and 2) promote adoption.

Thanks
Kaliya Hamlin:
Identity Commons is the community hub so there are a lot of activity happening there. In the coming months I am going to be working on how to improve the 'on ramp' for new folks. the Side bar of my blog is a good resource - http://www.identitywoman.net. OpenID.net is great for both end users and developers. There is an aggregate blog on identity http://www.planetidentity.org and on OpenID http://planet.openID.net. The Internet Identity Workshop that I co-produce and facilitate Dec 3-5 and May 12-15 should be good. David Recordon and others like Simon Wilson are doing a good job of evangelizing adoption.

They have several good slide presentations on SlideShare.net

http://www.slideshare.net/daveman692/openid-bootcamp-tutorial
http://www.slideshare.net/simon/implications-of-openid-google-tech-talk
Kelly:
Hi Kaliya. After all of these years, why have the proprietary identify systems such as Microsoft Passport failed to become more universal?
Kaliya Hamlin:
Exactly.
Proprietary identity systems are not adoptable on the open web. It is why they fail and why people will not adopt them (as individuals or sites putting the code in).

An Open Standard that is distributed and decentralized is the only way - this is what OpenID is and why it is succeeding.
Dave Witzel:
Hi Kaliya. Just to confirm your answer to Jim. You are predicting that Open ID will be "the standard" in 18 months? Are you putting money on that?
Kaliya Hamlin:
It already is 'the standard' it is not fully adopted yet.

Things shifted dramatically about a year ago when it went from "if" to "when". Having been involved from the beginning of this effort I have a good sense about this.

More on if to when -
It started out as a small group of startup companies fiddling with potential identity protocols OpenIDv1, LID, inams and sxip collaborating on Yadis which then all became OpenIDv2. This shift happened and build enough momentum for AOL to adopt and for Bill Gates to annouce on stage at RSA last year that they were working on supporting OpenID in Cardspace (the phishing resistant login client they have developed) and for other large portals to seriously consider the protocol. (let's just see who makes announcements in the next few months) Just last month IAC -Interactive Corp, Barry Dillers Company Ask.com etc. adopted with Bloglines supporting it. You have over 160million OpenID's and estimated number of relying parties is around 6,000 as of mid-way through September growing around 1500 per month as seen by one OpenID provider.
Dave Witzel:
Kaliya, that's all the time we've got for today. Thanks so much for joining us!
Kaliya Hamlin:
Thanks. Feel free to contact me.
skype:identitywoman
AIM:kaliya@mac.com
e-mail:kaliya@mac.com

Further Reading

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Kaliya Hamlin Thu, 25 Oct 2007 18:00:00 +0100
Planned Parenthood Online's Web Strategy http://interviews.liveinterviewsonline.com/content/interview/detail/623/ Jon PlatnerJon, Director of Online Operations at Planned Parenthood Federation of America, participated in Forum One's recent Web Executive Seminar, Six Steps to a Successful Online Strategy. The presentations from that event are available online. This interview is an opportunity to continue the discussion and include some new voices.

Andrew Cohen:
Welcome to Forum One's Live Interviews Online and thank you for joining us today for a live discussion with Jon Platner of Planned Parenthood Online. We'll do our best to answer all of the questions, and we're pleased to see so much interest in the topic here already.

Let's get going. Welcome, Jon!
Jon Platner:
Thanks for having me, Andrew.
Andrew Cohen:
Jon, before we take our first question -- for those who are not familiar with PPFA's story -- could you please give us a brief introduction to PPFA's portal strategy?
Jon Platner:
Sure. I think the best place to start is an overview of how Planned Parenthood is structured as an organization. In addition to Planned Parenthood Federation of America (PPFA), which is the national office headquartered in NYC and DC, there are 110 Planned Parenthood affiliates located throughout the country that operate more than 860 health centers. Planned Parenthood of New York City, Planned Parenthood Association of Utah, and Planned Parenthood of Los Angeles are some examples of affiliates.

Our vision was to take all of the different Planned Parenthood websites out there, and unite them into one online portal at plannedparenthood.org, so that when a user searched for health information, or wanted to locate a health center, or wanted to take action on an advocacy issue, they could do that through "one Planned Parenthood" online, instead of various Planned Parenthoods, with various websites, that all looked distinct from each other.

Our affiliates needed to sign on to join this portal voluntarily, so our big challenge was developing a strategy for getting buy-in. Early on, that strategy was focused on talking primarily about how the portal advanced the Planned Parenthood mission and presented some new business opportunities. Later on, in addition to continuing to talk about the mission and business opportunities, we also began to focus a lot on data and performance metrics, expanding staff resources for the centralized online team, and increasing our personal, face-to-face interactions with stakeholders and affiliate staff.

Today we have 60 affiliates out of 110 participating in the plannedparenthood.org portal. And by July 2008, we expect to have nearly 100 percent participation.
Dave:
Hi Jon,

Thanks for taking more questions! That's a huge number of affiliates (110) and health centers (860+). I assume some of them were web savvy and some weren't. How did you handle the ones that weren't? At which level did you optimize?
Jon Platner:
Yes, that's true -- some participating affiliates have been more Web savvy than others. But believe it or not, I think the bigger challenge for us has been with those who are Web savvy, because those are the people who are (understandably) more reluctant to give up control over certain aspects of their websites. Many of these people had been doing phenomenal jobs running the affiliate's website before the affiliate signed on to the portal, and some were reluctant to leave certain decisions in the hands of an unfamiliar group of people located in a different office.

The way we got past that was to provide opportunities for affiliates to be involved in decisions being made at the centralized level, so that those decisions were not being made in a vacuum, but rather with input from all of our stakeholders. And we did that by creating Federation-wide work groups for certain projects, partnering with affiliates who had already begun work on new interactive features (like our podcast), and increasing our overall communication with the field. These efforts are still a work in progress, but I think we've come a long way from the early days of the initiative.
Rich:
Your presentation talks a lot about the importance of using data to make decisions about online strategy. But there are so many different types of data out there for websites -- which do you think are most important to focus on?
Jon Platner:
Website traffic data, consumer needs assessments, usability testing, and search engine optimization are, in my opinion, the metrics that are most important for a nonprofit to pay attention to when making decisions about online strategy. At Planned Parenthood, we have used those types of data to essentially try and answer these questions:

- Who is the site for?
- What are they looking for?
- How do they want it delivered?

In particular, I really value usability testing, because it's the one metric that allows you to tell a story through case studies, personal experiences, etc., rather than through numbers.
Dave:
Planned Parenthood, of all groups, must worry about online attacks. How does the threat of attack affect your thinking about online strategy?
Jon Platner:
It certainly makes it difficult for us to give users an opportunity to interact with our websites in a way that's not moderated. And anytime we’ve launched a user-generated content initiative, we've had to build in some mechanism for moderating the content that's sent in. But when it comes to having a presence on outside online media that we don't manage -- like certain blogs or social-networking sites -- we've had to give up some of that control. And in most of those cases, it's actually worked in our favor, because the types of comments or content the anti-choice opposition submit tend to make them look worse than it does us. They are also almost always drowned out by a pro-choice majority.
Tim:
If you could give one answer to the question "what has been the impact of the initiative," what would that one answer be?
Jon Platner:
I would say the impact has been to further Planned Parenthood's mission by expanding access to education, health services, and opportunities for involvement. The Planned Parenthood mission is really at the core of what we're trying to do, particularly through the expansion of access to everything Planned Parenthood offers.
Joey L.:
Do you have any "affiliates ask for the strangest things" stories you can share? How did you cope with wild or last minute requests?
Jon Platner:
I don't know if I'd characterize requests as "strange," but there have certainly been requests for new types of interactive features and Web pages that the Planned Parenthood Online team would question as to whether the expected pay-off is worth the resources we'd have to put in to launch the feature. I think Web professionals often fall into pursuing initiatives that "sound cool" -- and I've been guilty of this, myself -- without making sure those initiatives are guided by what the data supports and what our users really want. And that’s something we're really trying to be mindful of at Planned Parenthood.
Tim:
You mention another redesign. How will you incorporate affiliates into ongoing redesign processes? Do they get any kind of veto?
Jon Platner:
We have a steering committee that oversees the online work for the Federation -- it's kind of a board of directors that the online team reports to -- and it's made up of national staff, affiliate staff, national board members, and outside experts. They have to sign-off on the major changes we propose, so the affiliates are represented in that way. We also communicate with affiliate staff directly, giving Federation-wide presentations on where we are with the redesign and soliciting feedback. And for certain special projects related to the redesign -- for example, the restructuring of our health content -- we put together special work groups that include representatives from affiliates to guide the process.
Beth:
What was the hardest thing you ran into when trying to persuade the affiliates to join the Portal?
Jon Platner:
It's difficult to name one thing as the "hardest," but one of our bigger challenges was coming up with an online fundraising model that everyone would find fair. In the current model we use, affiliates direct visitors to their sites to the portal-level donate page, where the visitor then has a choice to donate locally, nationally, where the need is greatest, etc. And depending on what the visitor selects, that determines where the money goes. It's not a perfect model, and we’re always trying to improve it, but it's been working out OK for the most part so far.
Kimberly:
Hi Jon. Thanks for a great talk last month. At the session, we learned that the sixth and final step is monitoring and managing. What are the major metrics are you are watching to track the success of your strategy?
Jon Platner:
Thanks for attending, Kimberly! It really depends on which of our three main program areas -- education, service, or advocacy -- we're trying to measure. With education, it's mostly about traffic numbers and the number of new interactive features we launch. With service, it's also about traffic numbers, but the traffic numbers specific to online health services, like online appointment requests. And with advocacy, like most organizations, we've been relying on e-mail list size for the most part as a metric. Across all three of these, those main four metrics I keep going back to -- web traffic, consumer needs assessments, search engine optimization, and usability testing -- are things we're always paying attention to. And of course, we’re also paying attention to the number of affiliates on the portal and how that number grows.
Joey L.:
Jon, you say the affiliates had to join voluntarily. What hooked them? What was most compelling for them?

thanks.
Jon Platner:
Early on, the undeniable fact that this is what we needed to do as a Federation to really further our mission, I think, is what was really compelling. For the affiliates that joined later on, I think that showing them we were guiding our decisions with data and the needs of our users in mind is what gave them confidence in what we were doing, and therefore, made it even more compelling to join.
Robert Weiner:
Will there be an audio portion of the presentation?
Jon Platner:
Thanks for your interest! The audio of all presentations from the Web Executive Seminar will be available later this week at www.forumone.com/strategy.
Vanessa:
Hi Jon,

Does this new website structure mean that you are also sharing an online database? How do you deal with shared data? For example, when someone signs up for email communications or makes a donation on the main website, is the name shared by National and the appropriate local affiliate?

Do all the affiliates use the same offline database as National? If not, how do you integrate them all?

Thanks!
Jon Platner:
We do share names with the affiliates that are on the portal. As part of our fundraising policy, affiliates are not allowed to direct people to donate to them directly online -- they have to refer users to the portal-level donate page, which then determines how the money is distributed depending on what box (local, national, where the need is greatest, etc.) that the donor checks off.

That also applies to e-mail in the sense that we share list names and send e-mails about advocacy and fundraising on a Federation-wide level. The exception to all this is that twice a year, affiliates are allowed to run an e-mail campaign for their specific segment of the list to ask that donations be made to the affiliate directly.
Bill Pease:
Jon - your focus in your presentation so far has been on how the portal is helping you integrate the diverse web presences of your affiliates, improving the experience of your supporters when they are searching for information or obtaining health services. Could you say a bit about the work PPFA has also done to integrate email communications, advocacy and fundraising activities across your network?
Jon Platner:
I think there was a previous question about what we do with e-mail, so I won't go into that again. But with advocacy, in general, we've looked a lot to outside online media that we don't manage -- blogs like DailyKOS, social-networking sites like MySpace, and user-generated content sites like YouTube. I think that's essential to engaging folks on a peer-to-peer level, and we've often found it to be the best way to engage and energize activists.
Chas:
Hi Jon, I'm wondering what compromises you've made along the way to reach a consensus with affiliates? Meaning, were there some aspects of the unified approach that sounded great at first but after some pull back/greater thought you realized that it just wasn't as important as you initially thought it would be...
Jon Platner:
Hi Chas -- I think our online fundraising policy is probably the thing that's required the most compromise. It's hard for me to be specific about what those compromises were, because I admittedly wasn't in the process of developing the current model we use. But I know it's generally been an area where it was difficult to find a solution that makes everyone happy without some level of compromise from all sides.
Norman:
Can you talk a little about your choice of content management systems, on how you decided to use the product you are using.
Jon Platner:
We use a CMS called RedDot. We worked with a consulting company to help us select it -- they evaluated our needs, interviewed people who would be working the most in the CMS, etc., and came back with a handful of options to look at. I think it ultimately came down to RedDot and one other (whose name I honestly can't remember), and we were pretty unanimous in our final decision.
Dave:
Can you talk about results? Have you seen changes in traffic, donations, sign-ups? What were the biggest successes?
Jon Platner:
We have seen a steady increase in traffic, but it's hard to know what to attribute that to. One thing that's been pretty clear is that making it easier for users to find a health center and make an appointment online has substantially increased the number of clients visiting certain clinics. We've also seen some pretty substantial results with our search engine optimization work. Our pages have really improved in their rankings on sites like Google, and a big part of that is less competition between plannedparenthood.org and affiliate websites.
Sarah:
Sorry if this has been asked before - what does your internal infrastructure look like (staffing at national to implemennt / how does training happen / what content is created at what levels / etc.)?
Jon Platner:
We have an Online Services Division that works out of the Planned Parenthood National Office. It's comprised of 17 staff members, and organized by our three main program areas -- online education, online health services, online advocacy & fundraising -- as well as by "execution" teams -- online technology and online strategy & programs. We work closely with the national IT Division on training. And we work closely with the national Communications Division on content, making sure necessary stakeholders are looped into the process.
Kimberly:
What other audience research did you conduct during your strategy? Did you do online surveys? Did you interview site users?
Jon Platner:
We commissioned a market research firm to run a series of online surveys that were given to both the general public and people intercepted when they visited one of our websites. It gave us a really good idea of who our users are and what they're most interested in.
Dave:
You mention having to be deliberate about moderating user interaction. Can you tell us more about interactivity and your community? Are you doing any user-generated content-type services? If so, how have they worked?
Jon Platner:
A few months back, there was a big Supreme Court decision that we were directly involved in and it was a big advocacy issue for us. We launched a campaign website called wallofprotest.com where users had the opportunity to submit a picture and message about their reaction to the court decision. It did require some moderation on our part, but the website was a b