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OpenIDEO: a world open participative model for identification of social innovation concepts

In the wake of #GouvCamp

This Wednesday, February 22, I will attend the first GouvCamp in Quebec City. My interest is twofold.

Firstly, I think it is high time that we finally put in place conditions ensuring, minimally, that investments in digital systems and applications for government services to citizens are the most relevant, appropriate, economic, flexible and durable as possible.

Secondly, I also believe that when design and code are law that bind citizens, decisions on these public devices must be made in a democratic approach involving people and concerned citizens rather than technocratic, commercial or partisan logic.

In practice, these two issues are linked. And for both, the solution lies in participatory approaches to system and application design of which I discuss a model here. Their solution also requires access to an independent public expertise, whether governmental (e.g., the Institut national d’excellence en santé et en services sociaux (National institute for excellence in health and social services – INESSS) which assesses technologies and models of intervention), academic or citizen-based (such as the proposed Digital World and Democracy observatory): a subject which I will discuss shortly.

The OpenIDEO model

Recently, Catherine Roy, a colleague of mine, signaled an on-going consultation on How can we design an electoral experience accessible to all? sponsored by the Information Technology and Innovation Foundation. This consultation is being held on the platform OpenIDEO, a non-profit project of the international design consulting firm IDEO. OpenIDEO’s mission is to find solutions to major social challenges through a collaboration platform for contributors from around the world. (more…)

DebatesInformation & LawLiving between the linesNotesObservations

Winning against the “lawful access” bills: Two strategic intuitions

Débats - DebatesAre there actions we could start today in a decisive campaign against the adoption of so called “lawful access” bills by Canada? I came to answer “yes” while listening to a presentation by Antoine Beaupré, system administrator at Koumbit. It was during a public meeting entitled ” ‘Illegal access’ and the attack of internet freedoms”, on February 3, 2012, in Montreal.

Let’s remind us that the “lawful access” bills that already died three times because of dissolution of Parliament have not been tabled again yet. However, it is expected that the Harper government will go ahead. The latest versions of the legislation gave the police new powers to access data held by Internet services providers (ISPs). They allowed the mandatory disclosure of customer information without judicial oversight, as well as real-time monitoring across ISPs’ networks. All measures deemed unnecessary and dangerous, not only by civil libertarians, but by many police forces also. A detailed legal analysis was published recently by the British Columbia Civil Liberties Association.

The meeting was organized by Koumbit an IT workers coop that offers several services including web hosting: thus, it has already had its share of searches for information and of servers. Like many other businesses it that field, Koumbit fears the effects of the “lawful access” initiatives on the civil liberties of its customers and of all the citizens who use the Internet from anywhere in the world. Indeed, the opening presentation of Antoine Beaupré dealt with less the legal aspects of the bills as of their technical and political dimensions. (more…)

CommunicationsDebatesLab NotesLiving between the linesNotesObservationsReflections

For a Comprehensive Citizen Appropriation of Information and its Technologies

Written adaptation of a lecture given at a dinner for the 10th anniversary of Communautique on January 26, 2010 in Montreal.

Video of the conference (in French)

tablette cuneiformeI was asked to address the importance that information and communications technologies have taken over the last decade and will have in the foreseeable future. This from the point of view of citizens. I will do this exercise through the use of the concept of social appropriation, which is the process by which people integrate innovations into their lives to empower themselves, adapting and even hijacking them from their initial control or purposes to fit their needs and interests.

History shows that literacy can be a necessary condition for democracy. However, the fact that population is highly literate does not necessarily mean that it will live in a free and democratic society. Many well educated populations have lived at one time or another, under authoritarian or dictatorial, even totalitarian regime.

Similarly, one could argue that the fact that a population knows how to use technical devices does not mean that it control how technologies organize the relationships between citizens. Access to tools and skill development are necessary but not sufficient conditions for such mastery.

Let’s illustrate this assertion with some examples of devices currently deployed.

Body scanners
Earlier this January, the Federal Transport Minister, John Baird, announced the acquisition and installation of 44 body scanners in Canadian airports with a price tag of a quarter of a million piece. Let’s put aside for a moment the legitimate debates about the effectiveness, real or symbolic, of these devices or about their potential health harmfulness. In less than two months, we, Canadian citizens, will have the freedom to choose: either to be patted down with hands or to be patted down with eyes.

But is this the only choice offered by information technologies and digital imaging?

A colleague forwarded me the press file of all articles published following the announcement. There is hardly anyone who mentioned the fact that this purchase had been ordered without bidding, nor that we could have acquire software, to avoid full naked exposure: either by only signaling dubious spots or by projecting the exact image of the surface of the body of the person on a standard dummy (using morphing technique). The result of such an acquisition would have offered a very different choice between: either to be patted down with hands, or, simply to let electronically detection of the presence of objects on us.

Different types of body scanners

Apparently, no Member of Parliament has spoken of these alternatives. No journalist. No organization of citizens, consumers or human rights advocacy. Not even the official comment of the Commissioner of Canada’s privacy.

Maybe Minister Baird himself is unaware of the existence of these alternatives!

Yet as good digital citizens, many of us know how to use a digital camera and image processing software, how to find the minister’s press release on the Web, how to see his press briefing on our computer or telephone, and how to discuss that news in blogs or on Twitter. We do know technology!

Smart bank cards
Second example: Since 2008, Canadian financial institutions deploy their smart banking cards. No minister or MP, no consumer association or other organization of civil society, no media has provoked public debate on the model of payment system that could be supported by the addition of a microprocessor in customers, debit and credit cards.

Yet, since the invention of the so-called “smart” microprocessor card, hundreds of different ways to use it were devised. The range of available applications for banking goes from very talkative systems about every action taken by the user to other ultra-quiet ones, producing as little personal information as the use of paper money.

Different designs of smart banking cards

However, there can be only one system configuration, which de facto legislates the relationships between consumers, merchants and financial institutions.

We had choices! For example, between allowing banks to produce but very little information or, conversely, permit them to produce a lot, but by forcing them to share this valuable source of knowledge about in real time evolution of our economy.

For example, the government of Ms. Dominique Vien (Quebec’s Minister of Government Services, also a speaker at this luncheon meeting) must make difficult decisions about whether the State should keep its foot on the accelerator pedal of the economy, release that pedal a bit or rather put it on the brakes. However, several of the figures available to the government often can only describe a situation that is already four months old! That complicates decision making. Even more so because due to the same delays in production of information, we will be not able to know what have been the effects of today’s decisions before many months.

But the continued production by banks of detailed and real-time information about electronic payments (that you and I pay directly the production through our bank fees), combined with the power of today’s computers could reduce this gap for some key figures to something as short as in weeks, even days!

Yet, this public debate on the democratic choice of the quantity of information generated or not by the electronic payment systems and their possible use for the benefit not only banks but also the entire society has never been place.

But as good digital citizens, we do know how to use an ATM and how to donate to Haiti by Web transactions or by text message. We do know technology!
Which social appropriation?
This brings us back to the topic of social appropriation. Generally, we define “appropriation” as the process by which an individuals and groups incorporate an innovation in their practice and adapt it, even hijack it to fit their needs.

For 10 years, Communautique, its partners and many other organizations work for the appropriation of digital tools by citizens. They work and campaign to ensure universal access to Internet and computer. They train in the use of software, the Web, social networks and collaborative tools.

Social appropriation of tools is not enough

However, we must recognize that training in the use of tools is not enough since digital devices increasingly insinuate themselves in any object. Even in our pills …

Pills with microchip
Pharmaceutical companies are testing the use of tablets with imbedded microchip. In one experiment, the device sends a text message reminder to patients on their cell phone if they do not follow properly the doctor’s prescription.

Such a device could be configured to link patients, physicians and pharmacists in a hundred of different ways. For example, to verify if we do take our medicines. To automatically ask for new doses of our medicines to be delivered to us when our bottles are emptying. Even to call an ambulance, if we have swallowed the whole bottle at once.

The question is obviously about: who will decide on a configuration rather than another? Thus, to determine how will the relationships between patients, doctors and pharmacists be organized. And why not other relationships including also pharmaceutical companies, insurance companies and the world of biomedical research.

Did not we have our say? Especially if these devices are gradually being forced into the lives of us all?

Citizen appropriation
Democracy requires that appropriation by citizens goes beyond the mere handling of tools designed by others. It requires that citizens and the components of civil society can contribute to the development of tools that compel some organization of interpersonal relationships. Democracy requires a real possibility to participate in choices affecting the organization of these interactions.

This involves not only knowledge about tools and their handling, but also (as for the scanners, bank cards and pills examples), knowledge of different information that can be produced or not and the various ways they can be used or not.

Comprehensive appropriation of information and its technologies

So, real citizen appropriation must apply to as much to information and interpersonal relationships as to the computerized tools.

Let us step further. Not only would such an appropriation would be necessary to ensure some democratic nature to the information society, but it is also necessary to the very success of the computerization of its activities!

Already, online businesses can make substantial profits and government services online be meaningful only if the largest possible number of citizens have access to the internet and knows how to use them with confidence.

Ensuring adequacy of applications
Indeed, the success of many computer products and services will also increasingly depend on the ability of citizens to discuss information, tools and interpersonal relationships. In a research I conducted on online government services, I exchanged a lot with designers about what could make a system to be dysfunctional, thus engulfing citizens in some Kafkaesque bureaucratic purgatory rather than help them. My aim obviously was to understand, conversely, how to ensure that computerized service works well. The conclusion is summarized in this diagram that lists the factors to be considered.

Pragmatics of information in computerized interaction

I cannot discuss here with you all these factors in detail. Suffice to state for now that, in practice, it is required not only that the organization understands very well all the dimensions of its own processes (which is already a demanding job), but it must also understand as well why and how different people – users or consumers – use differently its service. How certain categories of people appropriate themselves the service differently for what different purposes. Conversely, it is also important that citizens understand well what the ends of the service and the information they exchange with the organization so they get the results they want and provide the right useful information for this purpose.

First, a very small example. In an application as simple as a change of address service, I asked the designer: “What address the Régie d’Assurance-maladie (Medicare Board) holds on the citizens insured? The designer replied: “Clearly, the address of domicile.” This is indeed what the law says, but I rose: “Are you sure?” The designer then starts to laugh: “Actually, we have no idea.” And from there, we explored all the cases where the citizen has delivered an address other than that of their domicile: such as students who give their parents’ address as a mailing address knowing that they might often change place of residence.

Whatever laws, forms and data models, it remains that the citizens are the ones who decide whether in the “address” box, they give a home address, mailing address, an address for service or otherwise.

Now, among the range of effective means to know and understand the uses, expectations, needs and constraints of citizens is public consultation. Who better than the citizens themselves or organizations who work daily with them may indicate their different uses and understandings of a particular service?

My second example is in the the very large and complex end of the spectrum. It is the huge project for computerization of medical records that, in the foreseeable future, will cost well over a billion dollars in Quebec, beyond five billion in Canada. We have already lost tens of millions of our taxes in inadequate solutions. And in the current situation, we will still lose tens of millions more along the way. And one of the causes of these inadequacies is precisely a lack of digital literacy in our society.

Senior government officials told me they can barely match the strategic vision with the real practical needs in the field. Yet meanwhile, we develop and we implement technical solutions. The approach is ultimately a costly process of trials and errors. Often I was asked the question: “It’s clear that he should consult directly with patients and the public, but how do we do that? Already among us, professionals who work daily on this, it is difficult for us to share a common understanding of the systems.”

The democratic challenge
To develop of our ability to discuss complicated technical devices among ourselves is indeed a significant cultural challenge. A challenge that must imperatively be met. Because otherwise we will face much more serious inefficiencies in number, importance and increasing costs (just think about the dramatic deterioration experienced in the customer services of several large companies, for example). Indeed, democracy itself is at risk if we progressively abandon the decisions about the organization of relationships between citizens to engineers, technocrats or lowest bidding suppliers. Decisions more often taken abroad because of the universalization of technical products or standards to ensure international interoperability of systems.

We’re still early in the long process of computerization of societies which will gradually creep into every corner of our lives, including even under our clothes, in our wallets and in our pills. Much of the information handlings in question bear interpersonal relationships while shaping them in detail in a way that will bind all parties. The democratic mastery of this form of effective legislation makes it necessary that all of us – private citizens, community organizations, governments and companies – do develop the idea of appropriation and its practice at a more comprehensive level that encompasses the social dimensions, including the downright political ones, of technical choices.

This is, of course, far more than the challenge of a decade, or even of a generation. This is the challenge posed by a true revolution that will likely extend throughout this century. While a considerable challenge, an exciting one for sure!

CommunicationsLab NotesLiving between the linesNotesObservations

For a Comprehensive Citizen Appropriation of Information and its Technologies: The Video

tablette cuneiformeI did not notice that the video was posted online for already a long time now. It was produced for the captation of my lecture given at Communautique 10th anniversary luncheon held on January 26, 2010 in Montreal. It deals with the importance from the citizens’ standpoint that information and communications technologies took during the last decade and which one will it take in the foreseeable future. An exercise into which I engaged from the concept of social appropriation. Access to that video is now embedded in this site.

The text of the conference will be also be posted here shortly.

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