Meaningful Initiation

29 Monday Jan 2018

Posted by petersironwood in America, management, psychology, sports, Uncategorized

Tags

Business, collaboration, coming of age, cooperation, coordination, Design, initiation, life, pattern language, ritual

Meaningful Initiation

Prolog:

I have mixed feelings about the phenomenon of “initiation.” I’d be very interested to hear about other people’s experiences, intuitions, and studies related to this very common social phenomenon.

Author, reviewer and revision dates:

Created by John C. Thomas on January 29, 2018

Synonyms:

Appropriate Initiation

Abstract:

Persistent social groups typically require people who want to join the group to pass an initiation ceremony, rite, or test. Some of these “initiations” include meaningful tests of skill, knowledge, or loyalty. Such initiations prevent people who are deemed unworthy or not ready from joining the group. This has several additional effects. People who pass the initiation, especially if it is severe, value the group more. The initiation also tends to prevent people who do not really value the group enough (or even seek to subvert it) from joining. In addition, people who have no interest in joining the group may also value it more highly if they know it is difficult to join. Initiations may be severe by virtue of having the test of skill itself be difficult, or by requiring endurance, pain, or embarrassment on the part of the would-be joiner.

Problem:

Groups function better under a wide variety of circumstances if there is a high degree of internal mutual trust. If people work together over a long period of time, trust will develop if warranted. However, often even a newcomer to a group can cause chaos and mistrust due to lack of experience, competence, or in some cases, intentionally. Groups therefore need some way to ensure that everyone in the group is minimally competent, values the group and works for the group’s benefit, not just their individual benefit. It’s important for the group work that everyone value the group and trust each other.

Context:

Complex problems and large problems can often only be solved by groups. For the group to work well together to solve ill-defined or wicked problems, they need to have a common way of communicating, have knowledge of what each other knows, and have a high degree of trust. At the other extreme, consider slaves chained to their oars, slaves picking cotton, or even volunteers, each of whom scans a very small pre-assigned segment of the night sky. In these cases, someone outside the group is typically “in charge” and the cooperation and coordination required among the members of the group is determined, not by the group, but by an overseer. As the problem space becomes more complex however, it becomes more and more necessary for the group to be able to re-prioritize, re-arrange how they work together, and even for fundamental values and goals to evolve. In these latter contexts, it is very important for the group members to share common experiences and trust each other.

In some cases, the normal progression of education, joining a sports league or becoming a full-fledged member of a profession has an initiation aspect even if its accidental. For instance, becoming a tennis professional will require submitting to the requests of coaches and doing a lot of repetition of the fundamentals. It may also require many hours of working out for flexibility, strength, balance, and cardio fitness. In addition, as the person gains skill, their opponents and the venues will tend to produce more and more stressful situations that must be mastered in order to progress to the next level. Similarly, to become a medical doctor requires hundreds of hours of study as well as practical, hands on experiences which will typically require higher and higher levels of skill and stress. Sometimes there are actual specific ritual initiations in addition, but sometimes the structure of the profession itself serves an initiative function.

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Forces:

If someone works harder, or suffers more pain or embarrassment to be accepted into a group, they will tend to value the group more (though this findings has not always been replicated).

For groups to work well together, they need common ways to communicate.

Common experiences tend to increase mutual trust.

For many groups, it is vital that the members of the group are selected so as to have adequate speed, strength, vision, courage, training, skill, or other characteristics.

Groups which are perceived to be very difficult to join may be viewed as being higher prestige than those which are easy to join.

Groups with higher prestige may enjoy more benefits from the larger society such as special laws, exceptions to general regulations, or a better pool of candidates.

Some people may use the excuse of an initiation in order to satisfy their own need to inflict cruelty on others regardless of the impact of that cruelty on the individual being initiated or on the effectiveness and cohesion of the group.

Solution:

Before someone is allowed to join a group, they have to “prove themselves” by undergoing an initiation. This insures they have some minimal qualifications. It also increases the strength of loyalty, social capital, and trust within the group. It may also increase the “cachet” of the group among others.

Examples:

As Royal Dutch Petroleum was nearing its hundredth year of existence, they commissioned Aries de Gues to find out whether corporations ever existed as long as a century and if so, what were the characteristics. He found that indeed, there were companies that old and they had four common characteristics. One was a high degree of mutual trust. A second was “strong boundaries.” This latter characteristic meant that it was difficult to join such companies and people tended to stay for a long time. Both these characteristics are logically related to having meaningful initiations. (The other two are not strongly related to this Pattern; Tolerance for Exploration at the Edges and Financial Conservatism).

See link for examples of religious initiations: https://en.wikipedia.org/wiki/Religious_initiation_rites

Many so-called “primitive” cultures had initiations and rites of passage. Here are a few references.

https://www.artofmanliness.com/2015/09/30/lessons-from-the-sioux-in-how-to-turn-a-boy-into-a-man/

https://mightywrites.wordpress.com/2012/02/21/maori-ta-moko-a-ritual-of-passage-a-study-of-tattoing/

http://www.maasai-association.org/ceremonies.html

https://video.nationalgeographic.com/video/us-apachegirl-pp

Resulting Context:

Presumably and hopefully, the resulting context is a self-sustaining group over time whose members trust each other, communicate well, and highly value their group membership.

Rationale:

Initiations are supposed to have these benefits: 1) The initiation screens out anyone who is incapable or not sufficiently interested to undergo bad things in order to join the group. 2) The initiation causes members of the group to value the group more highly. 3) The initiation provides a common experience that all group members can share. 4) The initiation may make the group seem more “selective” to people outside.

Related Patterns:

Special Roles; Strong Boundaries; Levels of Trust; Bell, Book, and Candle; Apprenticeships; Official Sanctions of Competency.

Known Uses:

College fraternities and sororities, clubs, sports teams, commercial groups in many settings, military groups, religious groups, and professional societies among others, all require tests and/or initiations before one becomes a full-fledged member. In some cases, such as a Ph.D. dissertation and defense, the “initiation” is mainly a test and an educational experience, but there is often an “endurance” aspect as well. While college fraternity initiations may include tests of knowledge of the participants; e.g., about the fraternity, it’s origins and members; it seems mainly to require the pledge to endure humiliation, discomfort, endurance and sometimes physical danger.

Known Misuses:

(Note: This is not a standard section in the Patterns of a Pattern Language. In this case, I think it’s important. While I do think this overall Pattern can be a useful one, it is particularly prone to misuse as well. I’d like to hear other people’s thoughts and experiences of initiations and what could be done to insure that this is a positive pattern.)

College fraternities in particular are known for so-called “hazing” that sometimes results in deaths. The most common cause of death is from drinking too much alcohol in too short a period of time.

Although part of what internships for medicine do is teaching and testing the ability of doctors to handle pressure, the schedules and attitudes often seem to include an element of cruelty and possibly even danger to the health and well-being of both interns and patients. Many professionals in other fields as well have experienced abuse of one sort or another from superiors during or associated with such tests.

In the movie, A Few Good Men, a commander orders a “Code Red” on a recruit who has repeatedly fallen short in various physical tests. The recruit dies. It turns out that his inability to perform some of the physical requirements of Marine training were because of an undiagnosed heart problem. This is at least arguably an example (albeit fictional) of initiation gone horribly wrong. Even though the fallen soldier was “in” the Marines, he was still in basic training which consists of a combination of skills training, conditioning, and repeated “initiation rituals.”

When I was a Boy Scout, my “initiation” consisted of supposedly being branded by a hot poker. Three of us were to be initiated during a week-end long camp outing. The kids who were already in the troop were in the main common room and we three were told to wait our turn in another, smaller room. The main room had a roaring fire and fireplace tools including a poker. I volunteered to go first. I was blindfolded and led into the main room where I had to lay down on a bench next to the fire. My shirt was pulled up and after a few minutes, when my torso felt hot from the fire, an ice cube was laid on my stomach. As you can easily verify for yourself, if you sense both hot and cold at the same time, it produces a burning sensation. I was instructed to scream bloody murder for the benefit of the guys still in the other room. As best I can recall at the time, I had been fairly well convinced that I was not actually going to be branded. (But either way, I thought it better to go first). For one thing, I had been swimming with all these guys and never noticed any kind of a scar that would be consistent with being branded with a hot poker. The second guy went through a similar procedure and was also told to scream bloody murder. After his “branding” the troop members took a towel and put ketchup on it to simulate blood. They took this in to show the third and last one of tonight’s “initiates.” The two of us who had already been initiated still moaned mournfully as though in pain, as per our instructions. When the boys went to blindfold and bring the last initiate in however, he completely freaked out. He not only refused; he fought as though his life depended on it, punching, kicking, biting, and otherwise wreaking mayhem on the older and larger boys who were trying to subdue him for the initiation. Realizing how extreme was his fear, they tried to intimate that he was not really going to be branded but this last boy was far too wound up to pay attention to what was being “intimated.” The troop eventually gave up on his initiation. That boy was seriously traumatized. I can’t really say whether he ever believed us that no-one really meant him physical damage, but he never looked any of us in the eye again or spoke much during the remainder of the camping trip. He never asked for another go at an initiation and, to the best of my recollection, everyone else in the troop felt very bad. Rather than increase social cohesion in the group, this misadventure backfired completely. Whatever the reason, this particular troop soon disbanded. This example serves as a cautionary tale about “initiations” because none of the people involved foresaw this particular outcome or were operating out of conscious cruelty.

Early in high school, I got a volunteer job as a “Y leader” at the local YMCA. I basically taught and supervised younger kids in basketball and various fitness tests. My manager was a young man probably in college. He said I would have to pass a “test” first which consisted, basically, of doing a chore for him; I was supposed to go to a nearby department store and pick up a shade that he had bought and paid for. I went to the department store but no-one in the drapery department had the least knowledge of this guy and the shade he had supposedly bought. I had to return empty handed and figured I had failed my “test.” He explained, however, that he hadn’t bought window shades but lamp shades. Back to the store I trudged and returned with his lamp shades. It all struck me as weird and irrelevant to my job as a Y-leader. But there was more to come.

In order to be fully admitted into this little “club” of the Y-leaders we had to go through an initiation. We had several weeks to memorize every athletic record of that local Y, as well as their times or weights or distances. There was also additional material about the procedures and the hierarchy of the YMCA and so on. Then, we came to the initiation night. I think there were four of us who were initiates. We initiates took turns and had to answer questions given by this same manager mentioned above. While doing this, we stared into a very bright light. He was behind the light so that I could only see a slight shadow of the outline of his head. He and the rest of the Y leaders called us “worms” during this little ritual. On the other hand, the initiates were supposed to begin and end each of our utterances with “sir.” Well, I hadn’t really cared much about the material and quickly got three wrong. Now, I was given a choice: I could either delay being initiated and try again next month, or I could take 40 whacks with a wooden paddle. I opted for the 40 whacks. I had been paddled before with wooden paddles, but never more than a few times.

As I soon discovered, there was another crucial difference. My other paddling had been by teachers. Although they certainly wanted to make the paddling punishment hurt, they also certainly wanted to avoid a lawsuit. Although back then, lawsuits were not so plentiful as raindrops, there were some. In any case, I don’t think any of them actually wanted to physically injure us. This paddling was done by all the boys who were already Y leaders. This paddling was done by my peers. They were not adults but young teen-aged boys. As they took their turns, a few went easy on me and most hit fairly hard — around “teacher” velocity. Two brothers, however, had some kind of sadistic streak. They took several steps forward during the “wind-up” and swung the paddle with both hands like a baseball bat. Anyway, I “passed” the initiation. My backside was black and blue however, not just on my buttocks, which I would have been capable of hiding, but also on the back of my thighs. Two of my co-initiates also received 40 whacks. The last guy had taken the task very seriously and knew an incredible amount of trivia about a bunch of local athletes. But as he answered question after question, the manager simply made the questions more and more obscure, venturing well outside the scope of what we had been told we needed to learn. I realized that the point of the whole exercise was not to have us learn anything but to get to have us paddled. At last, the last boy got three wrong, but to my surprise, when it came to the question, he said he would study again for next month.

Eventually, my parents found out (because the bruising was visible, not just on my buttocks but all the way down the back of my legs) and complained to the Y about this whole initiation. Again, this “initiation” seems to have backfired in every sense. One has to wonder whether overly powerful initiation rituals are also part of why sexual abuse and child abuse often go unreported when it occurs in certain tightly knit groups. Initiation is a tool that needs to be used appropriately, carefully, and protected from the misuse of those who are really interested in inflicting cruelty to others merely under the ruse of carrying out an “initiation.” Need initiations be “secret”? They often are and this increases the tendency for them to be subject to perversion from being what is potentially good for the group into a private exercise in cruelty.

Metaphor:

A sperm cell, whether human animal or flowering plant, must be healthy enough to traverse some distance before getting to an egg. It then has to penetrate the cell wall of the egg. While we do not expect the sperm to therefore “value” the joining with the egg, this process does perform a kind of screening function.

In some team competitions, there are a series of “rounds” before the final round. One could think of these earlier rounds as a kind of trial that has some aspects of initiation. Only the best teams continue on in further into the tournament. In addition, it probably also has the effect of increasing social capital within the team.

Apprenticeship programs often require new apprentices to perform the most menial tasks. This process of gradually assigning more responsibility as the initiate gains more skill is necessary for safe and productive work, but it also may partly serve an initiation function as well.

References:

Aronson, E., & Mills, J. (1959). The effect of severity of initiation on liking for a group. The Journal of Abnormal and Social Psychology, 59(2), 177-181.

http://dx.doi.org/10.1037/h0047195

https://en.wikipedia.org/wiki/List_of_hazing_deaths_in_the_United_States

De Gues, Arie. (1997), The Living Company. London: Nicholas Brealy.

Gerard, H. & Matthewson, G. (1966), The effect of severity of initiation on liking for a group: a replication, Journal of Experimental Social Psychology, 2(3), 278-287.

Walsh, A. (1990). Becoming an American and liking it as a function of social distance and severity of initiation. Sociological Inquiry, 60(2), 177-189.

Radical Collocation

26 Friday Jan 2018

Posted by petersironwood in management, psychology, Uncategorized

≈ 1 Comment

Tags

Business, collaboration, cooperation, Design, innovation, learning, pattern language, politics, science

ControlRoom

Radical Collocation.

(This Pattern was initially inspired by a talk at CSCW 2000 — see reference — and the Socio-Technical Pattern Language Workshop at CSCW).

Author, reviewer and revision dates:

Created by John C. Thomas on 5th Sept., 2001.

Reviewed by <> on <>

Revised by JCT on Dec. 17, 2001, January 25, 2018.

Synonyms:

“Put the team in one room for the duration of the project”, “War rooms”

Abstract:

When small to medium teams of people need to solve a problem or design a novel solution and there are many highly interactive parts, it is useful for the people to work in one large room where people have easy access to each other and shared work objects can be easily viewed, modified, and referred to when necessary.

Problem:

Some problems are amenable to decomposition; that is, the overall problem can be broken down into a series of subproblems and when each of the subproblems is solved, the overall problem will be solved, possibly with slight modification to some of the sub-solutions. In other cases, especially problems that are relatively novel, complex, or “wicked”, such decomposition is not possible. In such cases, if a decomposition is attempted and each of the subproblems is solved, the resulting composition of sub-solutions will typically not be anything close to an overall solution. Under these circumstances, people working alone on their subproblem will become frustrated because all the progress they thought they had made will prove illusory. Morale will suffer. Management will become upset that the apparent progress has not been real and typically attempt a variety of counter-productive measures such as requiring more frequent reports and adding new personnel to meet a schedule.

Context:

In the design of complex systems with many interacting parts, it is often the case that understanding how best to “decompose” a problem cannot be determined ahead of time. Examples include complex software systems, especially where the overall system includes human-human and human-computer interaction, new machinery, novel nuclear power plant designs, complex military operations.

In such a context, handing out separate “assignments” to various individuals or small teams will at first seem to produce progress as each individual or small team carries out their assignment. Unfortunately, when an attempt is made to compose or integrate these sub-solutions into an overall solution, the result doesn’t work because of unanticipated interactions.

For instance, suppose that a software development team is designing an integrated office support package. Independently, various teams or individuals design various functions. Each of these may be well-designed in itself. However, the combination will be flawed on at least three counts. First, numerous functions will have been duplicated in separate modules. Second, some functionality that would have been useful for the whole package will not have been implemented at all because it would have been too much work for any one team. Third, the user experience will be scattered and inconsistent as separate designers make independent choices about what the user experience will be. In addition, it is quite likely that hard bugs will also be in the design due to the inconsistent treatment of data objects, deadlocks, infinite loops, etc.

There are two main general solutions common in the software development community. First, there may be an attempt to set “ground rules” or “style guides” that everyone is supposed to follow. These will help ameliorate the problem but cannot solve it entirely. Second, there may be overall project meetings where people report on progress or even do mutual design reviews. Again, this helps but even if problems are found and resolved, the resolution will re-quire considerable rework.

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Forces:

*People are naturally gregarious.

*People can concentrate better on difficult mental tasks when it is quiet and when there are a minimum of interruptions.

*Some problems are amenable to decomposition into relatively independent sub-problems; others are not.

*Social cues can be used to guide the interruptibility of others.

*Having work-related shared artifacts that can be viewed and understood by others continually leads to productivity.

*Shuffling work artifacts in and out of view in a small space takes time.

*Space costs money and is therefore limited.

*A group will tend to develop useful social conventions when they are co-located.

*Noticing and resolving conflicts among sub-solutions early will result in minimizing rework.

*Noticing common problems and solving them collectively as soon as possible will result in maximum efficiency.

*Human performance often shows a “social facilitation” effect; that is, people perform better in the presence of others.

The possibility of one person harming another and not doing so increases mutual trust.
Shared experiences tend to increase mutual trust.

Solution:

When small to medium sized teams work on non-decomposable problems, it is useful for them to be radically co-located in one large room. This room should provide each person some private space and individual work tools (e.g., a computer, a drawing table) as well as numerous spaces for public display of large scale work artifacts (e.g., designs, work plans, diagrams, decisions, group rules, etc.).

Examples:

In the Manhattan Project, people from all over the country were relocated to a relatively remote and isolated area. There they had large workrooms to work on complex problems together.

Recently, automobile companies have empirically compared software work teams that were radically co-located with traditional software development and found the former to be significantly more productive. Interestingly, although before the experience, people thought that they would hate working in a single room, afterwards they said they preferred it.

iPhoneDownloadJan152013 536

Resulting Context:

Prior to the experiments at the auto companies, developers were afraid that they would be too distracted by noise and interruptions to get much work done. In fact, social cues can be read fairly well and a potential interrupter can gauge the time to interrupt. In radical co-location, a person might have to wait minutes or hours to resolve an issue by conversation and mutual problem solving. In traditional software development, they may have to wait for a weekly meeting or not discover a problem until integration testing. People working under conditions of radical co-location tend to develop common vocabulary and artifacts quickly and can easily and efficiently refer to these artifacts. Motivationally, it is also easier to see where the individual’s work fits into the larger whole. Having had many face to face interactions, the group now has more social capital.

Rationale:

In a complex problem solving process, it is most efficient to solve the most difficult constraints first. Similarly, the sooner potential design conflicts or potential design commonalities are discovered, the more efficient the global optimization. Social groups that work together can rely on subtle cues about whether to interrupt or not. Being alone in the office may seem more conducive to concentration but is still amenable to a knock on the door or a phone call; in this case, the per-son interrupting generally does not know the state of concentration of the person being interrupted. When we work separately, it is easy to imagine that others are “slacking off.” If we actually see all of our colleagues working, it tends to motivate us to work harder as well.

Related Patterns:

Conversational Support at the Boundaries.

Who Speaks for Wolf?

Known Uses:

War rooms, command centers, trials.

Metaphors:

The human body is mainly organized at one level into organs. These organs are generally completely co-located. Your brain cells are near other brain cells; spleen cells are near other spleen cells; bone cells are mainly near other brain cells. This is true in most (but not all) other species.

For many millennia, humans were hunter/gatherers. In some cases, our very distant ancestors may well have simply eaten “on the go” just as some of us still do off path-hugging berry bushes. But long ago, we gathered food, processed it, categorized it, re-shuffled it into various stews. All of these processes were typically done by a subgroup of the people. This co-work is at least one quite natural way to work.

Why is education arranged the way it is: into courses, lectures, topics, and so on? Why not just bombard kids with random facts from a computer? There are many reasons but one main one is that learning about a subject in a coherent way may help you see the larger coherence of the subject area.

Fable:

Once upon a time, there were three little lemur sisters and they each went to provide some shelter for themselves from the elements as well as protection from the ferocious leopards that roamed their forest. The first little lemur wanted her home to be as gigantic as possible. So, she fashioned some sticks and put them widely spaced over a large area. Unfortunately, the lemur had no trouble whatsoever going between these widely spaced sticks and he ate up the first little lemur.

The second little lemur, having learned from her sister’s unfortunate demise made a much, much tighter circle. In fact, her sticks were so tightly packed that she could not really lie down and sleep. After several days, she could stand it no longer so she went outside to hunt and sleep and was eaten by the roaming leopard.

The third little lemur, having learned from both of her two younger sisters’ untimely demises, instead struck a deal with the leopard. “You know,” said the lemur, “I can climb very high into the treetops. And from there, I can see for many miles around and advise you on your best direction for prey. In return, you don’t eat me. And, that would not be to your advantage anyway because then you’d have to revert to your old way of using guesswork to find prey.”

Instead of helping the leopard, the third little lemur used his high position to mislead the leopard and warn the prey through intermediaries. At last, the leopard grew quite weary and hungry and demanded to see the third little lemur about their deal.

“Sure, I’ll be right down!” The third little lemur had carried only a single stick up to his high nest. But he had sharpened with his teeth. She sprang upon the leopard jamming the spear deep into its soft underbelly.

The moral of the story is: if you combine the collective experiences of people with relevant knowledge and use creative problem solving, you’re likely to be able to solve any problem.

References:

Bos, N., Olson, J., Gergen, D., Olson, G. & Wright, Z. (2002) Effect of four computer-mediated communication channels on trust development, pp. 135-140. Proceedings of CHI 2002, New York: ACM.

Olson, G. & Olson, J. (2000) Distance matters. Human Computer Interaction. 15 (2,3), 139-178.

Teasley, S., Covi, L., Krishnan, M., & Olson, J. (2002). How does radical collocation help a team succeed? pp. 339-346. In Proceedings of CSCW 2000. New York: ACM.

Small Successes Early: Metaphor & Fable

20 Saturday Jan 2018

Posted by petersironwood in America, apocalypse, Uncategorized

≈ 4 Comments

Tags

Business, Design, iterative development, life, pattern language, politics

This post is an extension to the Pattern — Small Successes Early — and trials the addition of two more sections to the traditional form of a Pattern: Metaphor and Fable.

Metaphor:

(This section is a departure from the traditional form of Patterns. It’s intent is to show how the same general principles that are embodied in the pattern also apply in other domains).

Life on earth, according to current estimates, has been around for 4.75 billion years. Evolution has had a long time to “learn” effective ways to do things. Have you ever seen an oak tree decide to migrate to a new place in the forest? Have you noticed it getting grumpy and yanking itself up by the roots and walking 30 meters to richer soil or closer to a stream and stabbing its roots back into the dirt in order to settle in its new place? (I mean apart from Tolkien’s Ents?) No, and neither have I. What does an oak tree do? It puts some energy into making acorns. Each acorn costs the tree (a tiny bit) in terms of water, soil nutrients, and sugar that it made from photosynthesis in its leaves. But it does not bet the farm on a better place. Some acorns will be scattered by squirrels onto new and better ground. If the conditions are just right the acorn will germinate and send up a small shoot and send down a primary root. Over time that acorn may grow into a mighty oak. Small successes early. Similar strategies are taken by other plants whether they propagate by runners, by seeds, or by spores. Animals typically also “start small.”

What can we learn from human practices that have evolved over millennia? For example, people have been building things for a long time. What are the practices around making a new building? People don’t just dig into a huge building project. They draw up plans; they discuss it; they typically build small scale models. If they see no problems with these models, they begin construction on the real thing. We think of these plans and models as being ways to coordinate the work and so they are. But they also serve a critical social purpose. Various stakeholders can look at the plans and models and question various decisions before there is a huge sunk cost.

What do people do when they want to put on a stage play? They don’t typically write a play and then immediately spend a huge amount of money advertising it, building scenery, making costumes and then sell tickets for the Broadway opening. No. People write a play and then do a “reading” with a small group of people. Many issues get ironed out. Eventually, people may cast the play and have people rehearse. Again, they need not do this with full costumes, make-up, and scenery. Instead, they “work out the kinks” in the play, occasionally changing lines, but very often changing the manner in which lines are said. In later stages, the blocking or lighting may change. Eventually, people have what are called “dress rehearsals” to make sure everything is working right. The producers want to insure that the scenery doesn’t fall down; that the costumes don’t rip; that people know their lines. In many cases, people open off-Broadway to give them a further chance for improvement before a Broadway opening with its potential for roasting by drama critics.

One of the longest running continuous institutions is the Catholic Church. Would you like to be elected Pope? Good luck with that. The Pope isn’t chosen by an open lottery or elected by the general populace who pick anyone they like. If you want to be Pope, you have to first pass through all sorts of “tests” to prove yourself as a Catholic; then, prove yourself as a Priest; after a long successful career, you may be eventually become a Bishop. Many professions that have had a long history developed similar though perhaps less elaborate hierarchies based on expertise and experience. They start with small successes. If you can handle lower level duties successfully, you move up the hierarchy from apprentice, to journeyman to master.

So, when it comes to biology, which has had billions of years of evolution, the tendency is overwhelmingly to use “Small Successes Early” and when it comes to human cultural evolution of roles and large scale processes that have been around for thousands of years, people use “Small Successes Early.” It is only some modern business managers who feel there is no need for such prudence because, after all, they are smart enough to foresee all consequences and therefore have no need for “Small Successes Early.”

Fable:

(This section is another addition and departure from the form of a typical Pattern. It tries to encapsulate the basic idea of the Pattern into a fable similar to those of Aesop).

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Rarin’ Rabbit hated the farmers who kept chasing him and his brethren from the gardens. The whole hutch spent as much energy going from their warren to the garden and getting chased back as they did from the occasional tasty morsel they managed to steal.

One bright day, Rarin’ Rabbit happened upon a dry creek bed filled with clover, purslane, and plantain. He immediately went back to the warren and convinced all his fellow rabbits to move their warren into the sides of the dry creek bed. Now, all they had to do for a great meal was step outside their front door! No farmers chasing them! It really did seem as though Rarin’ Rabbit had led his entire tribe to the promised land!

Rarin’ Rabbit grew immensely popular. One hot and humid day in late summer, Rarin’ Rabbit and his compatriots were munching on some wild roses that grew on the sides of the arroyo when they heard thunder in the distant hills. Some of the rabbits got nervous and began wondering if the rain drops would come down on them. Some suggested perhaps that it was prudent to stop snacking and head back to the shelter of their warren. “Nonsense!” Rarin’ Rabbit protested. “There’s no rain here! Let’s keep eating till we’re as big as elephants! You have to dream greatly if you want to succeed greatly!” Most of the rabbits stayed for Rarin’ Rabbit was indeed quite popular — right up until the flash flood came hurtling down the canyon sweeping away Rarin’ Rabbit, all his companions, and the rabbit warren. Every last one drowned.

The moral of the story is: “Dream greatly. But test out your great dreams by first trying to find small successes early.”

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Small Successes Early

20 Saturday Jan 2018

Posted by petersironwood in management, psychology, Uncategorized

≈ 3 Comments

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Business, competition, Design, innovation, pattern language, politics

This is the third “Pattern” in a proposed “Socio-technical Pattern Language” that aims to capture best practices in collaboration and coordination at various levels of organization from having a civil society to having small groups work in ways that are: 1) enjoyable in the moment, 2) productive in terms of the end-product, and 3) build skills in the participants. The notions of “Patterns” a “Pattern Language” are described in more detail in the first of this series, “Special Spaces and Wonderful Places.” The idea for the pattern, Small Successes Early, crystalized from reading DeMarco & Lister’s excellent book, Peopleware.

Small Successes Early.

Author, reviewer and revision dates:

Created by John C. Thomas, December 2001.

Reviewed in early 2002 by Alison Lee and Catalina Danis.

Revised and extended, January, 2018.

Synonyms:

Start Small.

Abstract:

Many problems in a modern industrialized society require very large teams of relative strangers to work together cooperatively in order to design and build an adequate system or solution or to solve the overall problem. Yet, because of the sense of urgency and artificial “deadlines,” in many settings, people fail to take the time to learn to trust one another as well as to learn one another’s strengths and weaknesses and preferred styles of working. Plunging a large group of strangers immediately into a complex task often results in non-productive jockeying for position, failure, blaming, finger-pointing, etc. Therefore, insure that the team or community first undertakes a task that is likely to bring some small success before engaging in a complex effort.

Context:

A complex undertaking often requires the interaction of many people with various backgrounds, skills, and temperaments. Often, whether in an industrial setting, a community building effort, or in political life, many of these people have not worked together before. The group wants to get started and wants to be successful. Although their diversity is a potential source of strength, at first, there is likely to be natural confusion about how to proceed because people will have different experiences about the best way to organize and proceed.

As the pace of change in society increases, a greater and greater proportion of the work that people do cannot be done in a routine or top-down way. Such a “command and control” style can work well under some circumstances; for example, when the solution is knowable before starting and everyone can be counted on to know their exact function and to be motivated toward an outcome agreed upon by all. Even in such extreme cases, it can still be worthwhile for people to learn about each other before attempting a larger effort. Most teams, even when hierarchically controlled and doing repetitive tasks, will improve over time as they gain experience with each other. In complex tasks with emergent solutions, the effect of practice will be even greater.

Forces:

Problems are often too complex for all aspects to be addressed simultaneously.

If a problem is understood, it is logically better to deal with the hardest constraints first.

The structure of complex problems often becomes more clear as people try to solve the problem.

A part of any complex problem solving process requiring more than one person is the interaction and relationship among the people.

People in a new team need to learn about each other’s skills, working styles, and trustworthiness.

When people get frustrated because of non-success, they tend to blame each other.

As people work toward a goal, the goal tends to become viewed as more valuable and therefore people are willing to work harder to reach it.

Solution:

Therefore, when bringing new teams or organizations together, it is useful to begin with a small success. In this way, people begin to learn about each other and trust each other. People learn more about the nature of the problem domain. This makes tackling more difficult problems later relatively easier.

CHI Workshop On HCI for Development Began with Map-Making

Example:

At the kick-off to a new software development project, rather than having the people be invited to “attend” an event that is “thrown” for them, which might typically include a mind-numbing series of powerpoint presentations from executives about how much money the company will earn if the project is successful, instead, encourage the workers themselves to organize a party, cook-out, pot-luck, song-fest, or storytelling event among themselves. In the process of organizing and carrying out this activity, they will learn about each other’s styles, learn about the trustworthiness of others, and be encouraged by having a success.

Alternatively, the team might simply work on one small aspect of the problem to be solved, provided it is something fairly clear that will result in “success” quickly. For instance, the team might initially work profitably on short presentations about the project, posters, or scenarios but not immediately jump into working on a systems design or a requirements document.

At a workshop on “Human-Computer Interaction for Development” held in Florence (at CHI 2007), we began by having the group make a “map of the world” (shown above) with stones and other materials at hands. Although everyone who signed up was presumably interested in the topic, people were mainly strangers from many parts of the world and had not worked together before. We not only jointly created the map but then had people engage in simple tasks that made use of the map; e.g., stand somewhere close to where you were born; stand somewhere you’d really like to visit but never have; stand somewhere representing a wonderful experience. In an earlier workshop on “Cross-cultural issues in Human Computer Interaction” (CHI 1992 in Monterey), the workshop room was set up like a classroom so our first task was to work together to jointly re-arrange the furniture in the room into a kind of “circle.”

Rationale:

As people experience team success, they tend to view the others in the team more positively. Teamwork is often hard under the best of circumstances. In highly complex problems, when people come together from different cultures, backgrounds, or agendas, it often becomes so difficult as to seem impossible. Rather than having people simultaneously attempt to solve a complex problem and at the same time learn to work together as a team, it is often more effective to separate the otherwise tangled problems.

First, have the people solve a tractable problem where it is clear to everyone that they have a common agenda. A successful experience working together to solve that simple problem will help people learn each other’s styles, strengths, weaknesses and so on. With this knowledge and trust, they can now move on to try to solve more difficult problems.

Examples:

The human factors psychologist James Welford was called in as a consultant to deal with what appeared to be a very large age effect. People over 35 were having a tremendous difficulty learning new hand weaves. The difficulty, as Welford discovered, was in having older people try to solve two tangled problems. On the one hand, it was hard for older workers to see the actual threads and second, it was hard to learn the weave patterns. What Welford did was introduce a short training segment with very large, quite visible cords. Once people had mastered the weave patterns with these large cords, they were then transferred to the much smaller production size. This eliminated the so-called “age effect” and in fact, both older and younger people learned much more effectively and efficiently.

In similar fashion, trying to solve a complex problem with virtual strangers, especially when there is reason to believe there may be a difference in agendas, is a “tangled problem.” Untangling the “getting to know people” aspect from the complex production or design task will help insure ultimate success.

Some care should be given to the task and setting. The “small successes early” task should allow some degree of give and take, some opportunity for expressive (not just instrumental) communication. People should have the opportunity and space for doing something creative, for sharing stories, for physical interaction. Ideally, it should either be somewhat task related, domain related, or be something nearly everyone enjoys (e.g., eating, playing music, dancing, hiking).

References:

DeMarco, T. and Lister, T. ( 1999) Peopleware: Productive Projects and Teams. (2nd Edition). Upper Saddle River, NJ. : Addison-Wesley.

Schuler, D. (2008). Liberating Voices: A Pattern Language for Communication Revolution. Cambridge, MA: MIT Press.

Thomas, J. C. (2012). Patterns for emergent global intelligence. In Creativity and Rationale: Enhancing Human Experience By Design J. Carroll (Ed.), New York: Springer.

Author Page on Amazon

Special Spaces & Wonderful Places

“Reality Check”

16 Tuesday Jan 2018

Posted by petersironwood in America, apocalypse, management, Uncategorized

≈ 4 Comments

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advertising, Business, creativity, Design, epistomology, innovation, learning, life, pattern language, politics

This is the second in a series of blogs that present Patterns in a Socio-technical Pattern Language of best practices for collaboration and coordination in complex societies. I intend to organize these in multiple ways (e.g., type of goal; where in a typical development process the pattern is most applicable; how large a collection of people the pattern is most applicable to, etc.). I am entering them in this blog in an order that reflects current events. For example, there seems to be a movement to deny reality outright and insist everyone simply believe what the leaders promulgate. This, to me, is outright evil. But even when people are acting with the best of intentions, it is natural to take short cuts. Those short cuts can make life seem more efficient in the short run, but it can also lead to serious issues in the longer term.

Reality Check

Author, reviewer and revision dates:

Created by John C. Thomas on 4 September, 2001

Revised, JCT, 17 December, 2001

Revised, JCT, 15 January, 2018

Synonyms:

Abstract:

In developing complex systems, it is often expedient to develop feedback loops based on ersatz measures of what we are really interested in assessing and controlling. While this seems expedient in the short term, it often leads to serious problems and distortions, particularly in times of crisis or transition when the correlation between ersatz measures and actuality substantially drifts or even suddenly disconnects. Actions can be based on these measures or models of reality rather than on reality(or more complete measures) and result in negative consequences. The solution is to perform regular “reality checks” to insure that measures or indicators of reality continue to reflect that reality.

Problem:

In developing complex systems, it is often expedient to develop feedback loops based on ersatz measures of what we are really interested in assessing and controlling. While this may seem expedient in the short term, it often leads to serious problems and distortions, particularly in times of crisis or transition when the correlation between ersatz measures and actuality substantially drifts or even suddenly disconnects. Actions can be based on these measures or models of reality rather than on reality. This can result in negative, even deadly, consequences.

Context:

Many problems were partly responsible for the disaster at the Three Mile Island. One crucial problem, in particular, arose from the design of a feedback loop. A switch was supposed to close a valve. Beside the switch was a light that was supposed to show that the valve was closed. In fact, rather than having the light go on as the result of actual feedback from the valve closure itself, the signal light was merely a collateral circuit to the switch. All it actually showed was that the switch had moved position (Wickens, 1984). Under normal operation; that is, when the valve was operating properly, these two events were perfectly correlated. At a critical point in the meltdown, however, the valve was not operating properly. Yet, the human operator believed that the valve was closed even though it had failed to close in reality. His resulting actions, taken on the basis of the assumption that the valve was closed, exacerbated the subsequent problems. My colleague, Scott Robertson, has recently posted an analysis of the recent error that resulted in the nuclear missile scare in Hawaii. (See link).

View at Medium.com

In running an application program several years ago, I was given a feedback message that a file was posted. In fact, it wasn’t. The programming team of the application, rather than checking to see whether the file was actually posted, merely relied on the completion of an internal loop.

In advertising campaigns, it is difficult to measure the impact on sales. Instead, companies typically measure the “recall” and “recognition” rates of ads. This may often be correlated with sales changes, but in some cases, the ad may be very memorable but give the customer a very negative impression of the company and decrease the chances of actually selling a product.

Historically, monarchs and dictators (and even would-be dictators) often surrounded themselves only with people who gave them good reports and support no matter how their decisions impacted the reality of their realm. Eventually, the performance of such people tends to deteriorate severely because their behavior is shaped by this ersatz feedback rather than by reality.

During the “oil crisis” in the seventies, oil companies relied on mathematical models of continually increasing demand. Year after year, for seven years, they relied on these models to predict demand despite the fact that, for all seven years, demand actually went down. The results are purported to have cost them tens of billions of dollars (Van der Heijden, 1996).

In some cases, the known existence of ersatz measures directly contributes to the destruction of the utility of these very measures. For example, if management decides the “easy way” to measure programmer productivity is “Lines Of Code,” once programmers discover this, the code base may grow quickly in terms of that measure, but not in terms of actual functionality.

In America @2018, many people view money as the only legitimate value of interest for countries, companies, or individuals. Measures such as the GDP and the stock market index are taken as adequate and complete measures of the economic well-being of the society. There is a sense that, since we spend the most on weapons and health care, we must perforce be the “safest” and “healthiest” nation on the planet. This is clearly not the case. Similarly, ads talk about a person’s “net worth” when what they are really talking about is merely a person’s net financial worth. “Worth” is not the same as “financial worth.”

A large research organization that I am familiar with used to have a large number of administrative assistants who helped arrange meetings, send in expense reports, and answer telephones. At some point, most of these administrative assistants were laid off and the tasks were now done by the researchers themselves who were typically not nearly so efficient at them. The researchers took at least as long to do them as had the administrative assistants. Accountants looked favorably at all the “money they had saved” because they could easily see that the line item for administrative assistants was far less costly than it had been. Not visible, of course, was the fact that the much more highly paid researchers were now doing the same work that had been done before by the administrative assistants, but they were doing it less efficiently and at a far higher cost.

Forces:

* Organizations are often hierarchically decomposed and bureaucratic. Therefore, it is often simplest to communicate with those close to us in the hierarchy and to build systems that rely for their model of reality only on things within the immediate control span of our small part of the organization.

* While more comfortable to limit system design and development to those things within one’s own team or department, it is often precisely the work necessary to capture more reality-based measures that will reveal additional challenges and opportunities in business process coherence.

*A more direct measure of reality is often more time-consuming, more costly, or more difficult than the measure of something more proximal that is often highly correlated with those aspects of reality of real interest.

*It is likely to be exactly at times of crisis and transition that the correlation be-tween proximal ersatz measures and their referent in reality will be destroyed.

*It is likely to be exactly under times of crisis and transition that people will tend to simplify their cognitive models of the world and, among other things, forget that the proximal measure is only ersatz.

Solution:

Therefore:

Whenever feasible, feedback should ideally be based on reality checks, not solely on ersatz measures. When this is too costly (as opposed to merely inconvenient or uncomfortable), then at least design systems so that the correlation between proximal measures and their referent in reality is double-checked periodically.

Examples:

Rather than rely solely on a circle of politically minded advisors, Peter the Great disguised himself and checked out various situations in Russia in person.

As reported by Paula Underwood (who was the designated storyteller for her branch of the Iroquois), her ancestors at one point felled giant trees for long houses in the Pacific Northwest. Later, when the tribe lived in the “Great Plains”, there were no trees of that size. The tribe began to doubt the existence of trees as large as what their oral history portrayed. In order to check on this, one brave spent many years walking back to that area and seeing with his own eyes that there were indeed trees as tall as had been portrayed in the oral history and then returning to the tribe to report back.

Resulting Context:

Ideally, over time, people who actually double-check reality will come to better understand when and how these reality checks will be necessary. They may also invent methods of making a check-in closer to what is really of interest more convenient or cheaper.

Related Patterns:

System as a Whole

Convergent Measures

Drawing the Line

Who Speaks for Wolf

Known Uses:

Richard Feynman, during the Manhattan project, noticed that the bureaucracy was worried about the possibility of accidentally stockpiling a critical mass of uranium. To prevent this, each section chief was required to insure that their section did not have a critical mass. To insure this, each section chief instructed each sub-section chief to insure that their subsection didn’t have a critical mass and so on, down to the smallest level of the bureaucracy. Upon hearing this plan, Feynman observed that neutrons probably didn’t much care whose subsection they reported to!

In another incident reported by Feynman, various bureaucrats were each trying to prove that they had better security than their peers. In order to prove this, they escalated the buying of bigger and thicker safes. The bigger and thicker the safe, the more bureaucrats felt that they had made their secrets secure. Feynman discovered that more than half of the super-safe safes had been left with the factory installed combinations of 50-50-50 and were therefore trivially easy to break into!

References:

Wickens, C. (1983). Engineering psychology and human performance. Columbus: Merrill, (p.1).

Van der Heijden, K. (1996). Scenarios: The art of strategic conversation. Chichester: Wiley.

Hutchings, E., Leighton, R., Feynman, R., and Hibbs, A. (1997). Surely, you’re joking Mr. Feynman. New York: Norton.

Underwood, P. (1993). The Walking People: A Native American oral history. San Anselmo, CA: Tribe of Two Press.

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“Who Speaks for Wolf?”

09 Tuesday Jan 2018

Posted by petersironwood in America, psychology, Uncategorized

≈ 8 Comments

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Business, Design, environment, family, innovation, learning, life, marketing, Native American, pattern language, politics

This is the first of many socio-technical “Patterns” in a socio-technical Pattern Language meant to encapsulate best practices for collaboration and coordination. The common “parts” of every Pattern are displayed below in bold. A brief discussion follows the Pattern.

Who Speaks for Wolf?

Author, reviewer and revision dates:

Created by John C. Thomas on December 17, 2001

A shorter version is included in Liberating Voices by Douglas Schuler.

A longer version was published as an IBM Research Report, 2002.

Reviewed by <John C. Thomas> on <January 9, 2018>

Revised by <John C. Thomas> on <January 9, 2018>

Synonyms

Engage all the Stakeholders

Abstract:

A lot of effort and thought goes into decision making and design. Nonetheless, it is often the case that bad decisions are made and bad designs conceived and implemented primarily because some critical and relevant perspective has not been brought to bear. This is especially often true if the relevant perspective is that of a stakeholder in the outcome. Therefore, make sure that every relevant stakeholder’s perspective is brought to bear early.

Problem:

Problem solving or design that proceeds down the wrong path can be costly or impossible to correct later. As the inconvenience and cost of a major change in direction mount, cognitive dissonance makes it likely that the new information will be ignored or devalued so that continuance along the wrong path is likely.

Context:

Complex problems such as the construction of new social institutions or the design of complex interactive systems require that a multitude of viewpoints be brought to bear. Unfortunately, this is all too often not the case. One group builds a “solution” for another group without fulling understanding the culture, the user needs, the extreme cases, and so on. The result is often a “system” whether technical or social, that creates as many problems as it solves.

The inspiration for this pattern comes from a Native American story transcribed into English by Paula Underwood.

In brief, the story goes as follows. The tribe had as one of its members, a man who took it upon himself to learn all that he could about wolves. He became such an expert, that his fellow tribespeople called him “Wolf.” While Wolf and several other braves were out on a long hunting expedition, it became clear to the tribe that they would have to move to a new location. After various reconnaissance missions, a new site was selected and the tribe moved to the new location.

Shortly thereafter, it became clear that a mistake had been made. The new location was in the middle of the spring breeding ground of the wolves. The wolves were threatening the children and stealing the drying meat. Now, the tribe was faced with a hard decision. Should they move again? Should they post guards around the clock? Or, should they destroy the wolves? And, did they even want to be the sort of people who would kill off another species for their own convenience?

At last it was decided they would move to yet another new location. But as was their custom, they also asked themselves, “What did we learn from this? How can we prevent making such mistakes in the future.” Someone said, “Well, if Wolf would have been at our first council meeting, he would have prevented this mistake.”

“True enough,” they all agreed. “Therefore, from now on, whenever we meet to make a decision, we shall ask ourselves, ‘Who speaks for Wolf’ to remind us that someone must be capable and delegated to bring to bear the knowledge of any missing stakeholders.

Forces:

Gaps in requirements are most cheaply repaired early in development; it is important for this and for reasons of acceptance (as well as ethics!) by all parties that all stakeholders have a say throughout any development or change process.

Logistical difficulties make the representation of all stakeholder groups at every meeting difficult.

A new social institution or design will be both better in quality and more easily accepted if all relevant parties have input. Once a wrong path is chosen, both social forces and individual cognitive dissonance make it difficult to begin over, change direction or retrace steps.

Solution:

Provide a way to remind everyone of stakeholders who are not present. These could be procedural (certain Native Americans always ask, “Who Speaks for Wolf” to remind them) or visual or auditory with technological support.

Examples:

In “A behavioral analysis of the Hobbit-Orcs problem,” I discovered that people find it difficult to solve a simple puzzle because it appears that they must “undo” progress that has already been made.

As a positive case, some groups make it a practice to “check in” at the beginning of any meeting to see whether any group members have an issue that they would like to have discussed. In “User Centered Design”, and “Contextual Design” methodologies, an attempt is made to get input from the intended users of the system early on in the design process.

In a negative case, we developed a system to help automate “intercept calls” for a telecommunications company. We tested the end users to make sure it was workable. When we went to install the system, however, we learned that the folks in charge of central offices, would not allow our software to be installed until we provided documentation in the same format that they were used to from AT&T. So, we redid all the documentation to put it into the AT&T format. At that point, our lawyers, however informed us that that format was “copyrighted” so we could not simply use it. In this case, although many stakeholders were consulted, we had left out two important constituencies. (Eventually, the system was deployed — the first in the US that incorporated speech recognition into an application on the Public Service Network.

Resulting Context:

When every stakeholder’s views are taken into account, the solution will be improved in quality and in addition, there will be less resistance to implementing the solution.

Rationale:

Much of the failure of “process re-engineering” can be attributed to the fact that “models” of the “is” process were developed based on some executive’s notion of how things were done rather than a study of how they were actually done or asking the people who actually did the work how they were done. A “should be” process was designed to be a more efficient version of the “is” process and then implementation was pushed down on workers. However, since the original “is” model was not based on reality, the “more efficient” solution often left out vital elements.

Technological and sociological “imperialism” provide many additional examples where the input of all the stakeholders is not taken into account. Of course, much of the history of the US government’s treatment of the Native Americans was an avoidance of truly including all the stakeholders.

A challenge in applying the “Who Speaks for Wolf” pattern is to judge honestly and correctly whether, indeed, someone does have the knowledge and delegation to “speak for Wolf.” If such a person is not present, we may do well to put off design or decision until such a person, or better, “Wolf” can be present.

Related Patterns:

Radical Co-location (Provided all stakeholders are physically present in the radical co-location, this tends to insure that their input will be given at appropriate times).

Known Uses:

As a variant of this, a prototype creativity tool was been created at IBM Watson Research Center. The idea was to have a virtual “Board of Directors” consisting of famous people. When you have a problem to solve, you are supposed to be reminded of, and think about, how various people would approach this problem. Ask yourself, “What would Einstein have said?” “How would Gandhi have approached this problem?” And so on. The original prototype consisted of simple animations. Today’s technology would allow one to develop a raft of chat-bots instead.

References:

Thomas, J. C. (1974). An analysis of behavior in the hobbits-orcs problem. Cognitive Psychology, 6(2), 257-269.

Thomas, J.C. (1996). The long-term social implications of new information technology. In R. Dholakia, N. Mundorf, & N. Dholakia (Eds.), New Infotainment Technologies in the Home: Demand Side Perspectives. Hillsdale, New Jersey: Lawrence Erlbaum.

Thomas, J.C., Lee, A., & Danis, C (2002). “Who Speaks for Wolf?” IBM Research Report, RC-22644. Yorktown Heights, NY: IBM Corporation.

Thomas, J.C. (2003), Social aspects of gerontechnology. In Impact of technology on successful aging N. Charness & K. Warner Schaie (Eds.). New York: Springer.

Underwood, Paula. (1983). Who speaks for Wolf: A Native American Learning Story. Georgetown TX (now San Anselmo, CA): A Tribe of Two Press.

Discussion.

I have personally found this pattern to extremely useful in a variety of social and business situations. In some ways, it seems like “common sense” to get the input of everyone touched by a decision. But we live in a very “hurried” society as I earlier examined in the Blog Post “Too Much.” I’ve seen many projects hurried through design and development without taking a sufficient look at the possible implications for various stakeholders. There is currently what I consider a reasonable concern over what the impact of AI will be. But other technologies on the horizon such as biotechnology and nanotechnology also need to be thought about. As we examined in a whole series of blog posts in the fall of 2017, social media have had huge unintended (and negative) consequences.

I’ve also been involved in “cross-cultural issues” in Human-Computer Interaction (HCI) and in how HCI impacts people and societies in other cultures. Even relatively simple technologies like dishwashers, microwaves, and cars often have considerable unanticipated social consequences. It is not only the “fair” thing to involve everyone who will be seriously impacted; it will ultimately result in faster progress with less strife.

I’m very interested in other people’s experiences relevant to this Pattern.

“Turing’s Nightmares” – scenarios of possible AI futures.

Special Spaces & Wonderful Places

07 Sunday Jan 2018

Posted by petersironwood in America, apocalypse, psychology, Uncategorized

≈ 24 Comments

Tags

Design, environment, learning, life, pattern language, politics, school

When you think back to your childhood, no matter how luxurious, dilapidated, or war-torn that childhood might have been, I’m guessing that like me, you had some particular places that you loved. Perhaps they stayed secret to you; perhaps you shared only with one or two chums. Somehow, those specific places held a kind of magic for you as they did for me. I will just point out a few examples from my own childhood.

Grandpa’s basement, for instance, though dark and dank, held a printing press made of cast iron. Although he cautioned me not to play with it because, he insisted, it was not a plaything but an important tool, I nonetheless found opportunity to move the gigantic heavy four handled wheel, having first carefully noted the exact position in order to return it just as I had found it. In some way beyond my comprehension as a child, I knew this press was something magical. It was, after all, involved in printing. I recall years later seeing a picture of Benjamin Franklin with just such a printing press. And, even as a very young child, I knew that printing held great power. Beyond that, the object itself loomed and commandeered that entire corner of the basement. I knew it was heavy beyond imagining, and not just in the epistemological sense. I could judge the weight of the entire machine from how hard it was to turn the wheel which, though heavy, comprised only a small fraction of the entire press. Cast iron also has this magical texture which seems to inhale light out of the surrounding region like a giant beast. Perhaps best of all, and what appealed to the engineer in me, the machine’s form and function flowed beautifully together. Compare that with a modern automobile, for instance. What it actually does is largely hidden in the design. This goes along with branding, and advertising, and customer loyalty and so on. A modern car does not typically marry form and function nearly so nicely as did that printing press.

On the “side yard” of our house on North Firestone Boulevard, three tulips shot up every spring, so colorful and perfect, not to mention mysterious. Where did they come from every year? How could this rounded plant of petals have a three pointed star inside!? On more than one occasion, I caught sight of a butterfly feasting on the pollen within. This place was cool patly just because adults always seemed hell-bent on the next task or chore. So, while this tiny patch of ground technically belonged to the whole family, in fact, I’m the only one who enjoyed it for more than a casual glance. I smelled and touched and explored every vein in that tulip. I watched butterflies do their drunken dance and tried (and largely failed) to predict when and where they would next alight.

At David Hill Elementary School, the sandstone retaining wall provided another special place. With a lot of work, kids like me could turn sandstone into sand. And we did. With work, we even made tunnels. At one point, we stuffed a grasshopper into a tunnel, covered the entrance, and watched for him until he eventually hopped out ten feet away! For a long time, none of the adults seemed to pay much attention to the fact that we were slowly but quite assuredly destroying the retaining wall which kept our school and its landscaping from falling into the playground below. Sadly, at some point, the gravely voice of the principal, which always seemed to be enveloped in the black death robes of a priest at a funeral, informed us that we were now forbidden to play in or on the wall.

When we moved to Ellet, these special places disappeared from consideration but were immediately replaced by a much grander array of them. Right behind our house lay a forest! That forest sported a spring of fresh water coming right out of the ground, two gigantic elm trees wrapped in thick hair cables of poison ivy vines, an oak with a swinging grape vine and a creek. Eventually, I came to know the special places of the creek where you could put in bark “boats” and have the longest races ad the places where you could cross with the least chance slipping on a loose stepping stone and dousing your entire body. Depending on the temperature, that might or might not be all that uncomfortable, but it would inevitably be followed by something that was definitely uncomfortable — being punished by your parents for getting your clothes all wet. Now, it must be said, that when I had done this terrible deed of getting my clothes all wet, the first thing they did with those clothes was to put them in the washer where, yes, they would get wet. Hmm. Part of what makes these some of these special places special is that they radiate event streams outward into your lives. And, the feeling or inspiration or information or decisions that come from these special places need not be confined there. We draw comfort from them, even if we know we will never visit them again.

We all know that some places “feel right” – there is something about them that seems mysterious, beautiful, awe-insipring, calming, or exotic. But what makes a place “good” or “special”? Partly it is individual experience, no doubt, but partly it is the environment itself. So what is it about form and texture and organization that makes a place special? That is an interesting question that seems to have intrigued Christopher Alexander as well. Alexander and a team of collaborators looked at places that “worked” from around the world. The result was a book called “A Pattern Language.” They formalized, to a large extent, intuitions of what makes a place “special”; what makes it “work.”

OLYMPUS DIGITAL CAMERA

Each actual pattern is pretty elaborate, but I can give a few examples to illustrate the point. One of the Patterns is called “European Pub” which has activity around the edges and large tables. This helps people socialize. The activity around the edges gives people an excuse to circumnavigate the room. The large tables mean that there is room for “legitimate peripheral participation.” If I’m new in town, I can sit somewhat away from everyone but still within earshot. When someone says something I can relate to, I jump into the conversation. This arrangement is much more conducive to socialization than many American bars which feature stools all facing a TV. This does not encourage interaction.

Another Pattern points out that a small town near a big city should put its “center” placed eccentrically toward the city. This makes it more convenient for a larger number of commuters to stop at local stores on their way to the city and back.

These are both gross over-simplifications of the actual patterns, but I think they convey something of what is being aimed at. There is a belief that these patterns would generally “work” in any religious, cultural, geographic, or political context. These patterns are really meant to focus on the invariants across a large number of details. In that way, they make design problem solving more effective. You will be less likely, so goes the claim, to be exploring parts of the design space that are far removed from optimal if you think about things in terms of these patterns.

A “Pattern Language” purports to take a useful middle ground. The patterns are abstract enough to be widely useful but narrow enough not to be meaningless. A “Pattern” is the named solution to a recurring problem. A “Pattern Language” is a lattice or web of Patterns that largely covers a field. Christopher Alexander coined the term after he and his colleagues went around the world to see what “worked” in terms of city planning, house design, building design, neighborhood design, the building process and so on. I think nearly everyone will find “A Pattern Language” a fascinating book.

The impact of A Pattern Language, however, extends far beyond architecture and urban planning. People have found the concept of a “Pattern Language” useful in many other domains. Perhaps the best known such domain is in Object-Oriented Programming with the so-called “Gang of Four” authoring many of the original books on the subject. Other domains which have been addressed with “A Pattern Language” include pedagogy, human-computer interaction, change management, e-business, sustainability, and how society might evolve.

I became interested in Pattern Languages at least 20 years ago and have since co-organized and co-led a number of workshops on patterns in “Computer Human Interaction” as well as “Socio-technical Patterns” including working on patterns for “Liberating Voices: A Pattern Language for Communication Revolution” and chapter 19 in John Carroll’s book on design rationale, “Patterns for Emergent Global Intelligence.”

In 2017, I recounted in this blog childhood memories and how they relate to what is happening in today’s world. To summarize briefly, we have great opportunities as a species but we are also in a train wreck of trouble! We seem trapped in a nightmare of a comic farce, but one which has tragic consequences of potentially epic proportions; e.g., atomic war or having the USA walk away from the Paris accords on climate change. Is anything to be done?

What I want to accomplish in the first half of 2018 is to generate interest in the beginnings of a socio-technical “Pattern Language” that can help us get back on track again. I’ll post some of the ones I know about, but I’d be very interested to work with people on other suggestions. In most cases, even when I post patterns it will be the case that I did not “invent” the patterns from first principles or construct them myself. In the same way that Christopher Alexander and his team main observed what worked and only then attempted to codify generic best practices into a “Pattern Language,” I also found many of these from observation or reading other sources or both. For example, the patterns, “Who Speaks for Wolf?” and “The Iroquois Rule of Six” are not by any means my inventions. I learned about them from the works of Paula Underwood. She was the “designated storyteller” of her branch of the Iroquois and provided an English transcription of the oral history of that branch in The Walking People. Indeed, I have argued that the “Walking People” basically developed a kind of pattern language in their oral history.

https://www.amazon.com/Walking-People-Native-American-History/dp/1879678101

https://www.slideshare.net/John_C_Thomas/the-walkingpeople

https://www.slideshare.net/John_C_Thomas/walking-people-analysis

A Pattern Language is a difficult business. For maximum utility, each pattern has considerable thought behind it and is written into a specific form. In fact, at one CHI workshop, we developed an XML specification for patterns in Human Computer Interaction called (Pattern Language Markup Language) PLML (pronounced “pell mell”). I will not be quite this formal with the form of my patterns but will adhere as closely to it as practical. I do think that the form of the Patterns within a Pattern Language is important. Each of the parts serves a purpose and it is handy to know what role each part plays. For example, each Pattern has at least these parts: A Title, (possibly subtitled), synonyms, a Version history, one or more Authors, an Abstract, a statement of the problem, a statement of the context in which the problem and solution arise and are appropriate, an analysis of the “Forces” at play, the Solution, Examples, the Resulting Context, Known Uses, Related Patterns, and References. For many people, having such a complex structure seems to be too much “baggage” but we must remember that design problems are themselves inherently complex. In addition to textual elements, the Patterns of Christopher Alexander include both photographic images to “set the mood” and, typically, at least one diagram to illustrate the general nature of the pattern.

The domain I am most interested in developing a Pattern Language for is perhaps most often labelled as a “Socio-technical Pattern Language.” These would be a collection of patterns that would help people cooperate, collaborate and solve problems together. Although the fabric and texture, perhaps even the scent, of endeavors would depend on culture, the field, current events and a host of other factors; however, the form of these solutions to recurring problems would remain roughly constant.

Next up: An Example. “Who Speaks for Wolf?”

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https://petersironwood.wordpress.com

Happy New Year!

01 Monday Jan 2018

Posted by petersironwood in America, apocalypse

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advertising, civility, cooperation, greed, innovation, life, media, religion, social media

It’s not really the champagne or the fireworks that make New Year’s special.

Many people around the world, in their own time zones, celebrate New Year’s. Precisely when depends on where you live and to a large extent, the major religion in your area. Some people tend to celebrate in the Spring; others in the Autumn; many around the winter solstice; and a few traditional cultures celebrate the new year in the summer. Some of the traditional calendars are based on 12 lunar cycles which does not make a full year so their “New Year’s Day” shifts over time relative to the Gregorian calendar.

It’s easy to get lost in the details of the differences among traditions, cultures, and religions. But what I find remarkable about New Year’s is not the fact that there are differences across the world. What I find both remarkable and heartening is that many different cultures in many different countries have some kind of “New Year” celebration; that people across the globe recognize that time has a cyclical as well as a linear aspect; that people everywhere recognize the importance of new beginning and that special events are “marked” in some way and that these celebrations are shared by scores, thousands or millions of people across the planet.

What I find even more wonderful is that people across the globe are able to learn something about other people and cultures. Right now, at the beginning of 2018, there are some few extremely greedy people who want to play on your hate and fear of anyone and anything that is different. They want to enhance your ignorance and play on your negative emotions for one and only one reason — to cheat you out of your freedom and therefore your life. Make no mistake about it. There really are dangers in the world and for best results, you really do want protection from those dangers — protection for you and for your family. Some of those people who threaten you do speak different languages or do practice or profess different religions. But some don’t. Some people who are threats may dress differently or eat different kinds of foods. But some don’t. Basically, all those people across the globe are very much like you. And, just like you, they too need to understand that some of their leaders are also trying to steal things away from them and in order to do that, they want to make their followers believe that you and your kind are the threats and dangers.

Chances are much greater than 50-50 that if you were suddenly set down in the middle of a completely different culture, you would eventually be accepted and even welcomed. Why? Because people are fundamentally similar. However, people “getting along” is not in everyone’s interest; it’s only in the interest of the vast majority of human beings on the planet. Those who have positions of power and no real leadership skills to help “grow the common pie” will instead try to arouse your feelings that other people are trying to steal your piece of pie. If you cede your freedom to such power brokers, they promise they will protect you from these “others” who are trying to steal your pie. Instead, it is these very people in power who are out to steal your pie and add it to their considerable stack of pies — more than they could ever possibly eat.

Here’s a secret though. The people who are inventing new pies; the people who are sowing wheat to make new flour for pies; the people growing the berries; the people actually baking pies — we are all very similar regardless of dress, language, religion, or customs. People in power are absolutely terrified that the rest of us will all discover the extent of the emperor’s nakedness and call it out for all to see. Those in power would hate to see a true meritocracy because they have very little skill when it comes to any aspect of actually making pies. By and large, their only skill is to make you fear that others are out to steal your pie. If everyone else becomes friends and colleagues across the globe, there is no more reason for the power-hungry to rule you.

Meanwhile, people across the planet collectively have a huge amount of power. In some places, there are still free elections and those can be one way to change the world and exercise your own power. But it is not the only way. Whatever wealth you have, you will have some choice about where to spend it. What if everyone rewarded companies that are ethical and punished companies that do unethical things by refusing to spend money on their product and services? What if people refuse to give up the hours of their lives for working for companies that act unethically? Would you be willing to take a 5% pay cut to pay for a company that believes “ethics” is not just a training exercise for underlings but also applies to the top executives of the company as well? How about 25%? Would you be willing to blow a whistle on corporate crime? Would you be willing to buy local product and support local services unless and until large multi-nationals behaved like good citizens? Are you willing to refuse further increases in productivity until there is a plan in place to share the gains in productivity between workers and those who own the companies? A world-wide or national strike would cause people to take notice and eventually change business practices.

Last year, I wrote a long series of blogs about some of the root causes of divisiveness in America — though much of it applies equally to other countries in the world. There can be changes to social media, for instance, that could make it more of a force for unity and good and less a force for maximizing advertising dollars. Yet, none of the three social media companies I use most: LinkedIn, Facebook, or Twitter have asked me (or, so far as I know, any other user or citizens in general) what I would like to see different about their policies, procedures, and principles. We don’t have to wait for them to ask though. We are their users and their customers. Right now, they mainly care about their advertisers because advertisers are very vocal about policies if it affects their pocketbooks. But you and I can be just as vocal about policies that impact our society as are the advertisers. Ultimately, the advertising dollars depend on you and I using these social media.

For instance, check out the “Terms of Service” for these social media. It’s not always clear what constitutes a violation, but it does seem very clear that these social media are free to use the content you created for their own profit and that includes any clever things you say, photos, videos and music tracks. On the other hand, if you post something that you don’t have legal rights to, you and you alone are responsible. The terms of service are not “negotiated” with you; they are a “take it or leave it” affair and they are aimed at protecting the company, not at protected our democracy or humanity in general.

https://twitter.com/en/tos

https://www.facebook.com/legal/terms?_rdr=

https://www.linkedin.com/legal/user-agreement

But we can change that. We can collectively pressure social media to make changes that we feel are in the best interests of humanity. And this does not just apply to social media companies. It also applies to Walmart and Apple and Amazon and every other large multinational. We don’t have to be purely passive recipients of what others deem is the most profitable way for them to do business. We can change the commercial world so that products and services work better, are safer, and that the profits of productivity do not just accrue to owners but to workers as well. Yes, we can.

And that would indeed be a Happy New Year.

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petersironwood

~ Finding, formulating and solving life's frustrations.

Monthly Archives: January 2018

Meaningful Initiation

Radical Collocation

Small Successes Early: Metaphor & Fable

Small Successes Early

“Reality Check”

“Who Speaks for Wolf?”

Special Spaces & Wonderful Places