Field RemarksLab NotesLiving between the linesNotesObservations

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…)

DebatesField RemarksInformation & LawLab NotesLiving between the linesNotesObservations

“Lawful access” bill: journalists discovering being targeted

Débats - DebatesA sudden tug of war between the Charest government and journalists caused a shock wave the echoes of which have rippled through throughout the Canadian journalistic profession. A jolt that could help realize how the “lawful access” bill introduced this Monday, Feb. 13 also concerns journalists and media organizations.

A threat

Last week, the Charest government announced that the Director of Criminal and Penal Prosecutions and the Sureté du Québec (provincial police force) would investigate on leaks to media related to the Ian Davidson case, a retired Montreal police officer suspected of attempting to sell lists of police informants to organized crime. Neither the Minister of Public Safety Robert Dutil, nor Premier Jean Charest have agreed to guarantee that journalists would not be investigated or wiretap. (more…)

Field RemarksInformation & LawLab NotesLiving between the linesNotesObservations

Digital identities and assets in case of death or incapacity – A first summary

The text that follows both summarizes (but discussion is only just beginning) and complete previously published notes on the subject beginning with this one. This text is derived from my notes in preparation for the interview I gave to the La Sphère on the Première Chaine of Radio-Canada, February 4, 2012.

The personal story

As I became a grandfather in May, I thought it was a good time to review my will and mandate in case of incapacity. Except that I discovered that I had to ask my representatives or executors to handle lots of online accounts and digital documents. The large majority of my documents are to be found in digital forms: letters, records, invoices, contracts, tax documents, bank and accounting books, photos. These files are embedded in computers, hard drives, servers, USB keys, DVDs, data cards, media player protected by user names, passwords, and encryption keys.

Pierrot Péladeau en entrevue - in interview

As many of you, several dimensions of my life are carried on: (more…)

Field RemarksInformation & LawLab NotesLiving between the linesNotesObservations

What “easier to read” means? In regard to new Google “privacy” policies

Débats - Debates

Google wrote me seven emails, one of each of services I am registered in to tell me: “We’re getting rid of over 60 different privacy policies across Google and replacing them with one that’s a lot shorter and easier to read.

That declaration brings me to three observations from following how the story unfolds this week:

First, the initial difficulty for the media, civil society actors, industry and members of Congress to determine whether or not this announcement corresponded or not to some changes in how  Google uses for our information and our user profiles, and if so which ones exactly.

Secondly, the difficulty to understand “easy to read” configurations: for example, the announcement tells me that I can choose, or not, to get personalized Google search results according to my interests as revealed by my uses of Google +, Gmail and YouTube: I have look in vain the configuration page, I never found the management panel for these configurations commands (anyone found them?). And even for those commands available, the description of their actual effects is often not that obvious, even to me for which studying such things are part of day job.

Indeed, thirdly, if Electronic Frontier Foundation is right, this is how I should manage this personalization:

“For individuals who would like to continue using Google products, but want to create some type of silo between Google search, YouTube, and other products, there is an option to set up multiple Google accounts. Users can set up two or more accounts as long as they have different Gmail addresses; however, individuals using this strategy to protect their privacy should be careful not to commingle-consider using separate browsers for each of your Google accounts. To be extra careful, users might want to use the Data Liberation tool to grab a copy of all of their data from a particular Google product, delete the data from the original account, and then upload that data onto the new account. For example, an individual might set up a secondary Google account for browsing and sharing YouTube videos. She could then download all of her existing YouTube videos to her computer, delete them from her primary Google profile, and then use a separate browser to upload them to a new secondary Google account. Unfortunately, this is a somewhat laborious process. To help users who wish to keep separate accounts, Google should make the process simpler and easier.” (Source)

In short, may be “easy to read,” but not to understand, and even less to help empower the users.

But I would not blame only Google in particular. The whole industry has made little development in how to present reliable, verifiable, readily understandable pictures of what actually happens with one’s personal information to begin with. Policies writing and configuration design are still organization centered and dominated by jurists and engineers. In Canada, almost half of adult population has low literacy levels and certainly as much does not understand much about information processing. These are the users who should be the communication targets. And that means much more than simply providing “easy to read” wording…

 

Field RemarksInformation & LawLab NotesLiving between the linesNotesObservations

The Chambre des notaires corrects its position on the management of digital identities and assets

ObservationsEarlier this week, I reported that Antonin Fortin, Director of Communications and Assistant to the President of the Chambre des notaires du Québec (CNQ, notaries’ professional corporation), wrote about management of digital identities and assets in case of death or incapacity:

We are talking about a complex, relatively new and evolving phenomenon. In addition, the CNQ cannot substitute itself to the legislator and “create” law in this matter. To our knowledge, there is no guide to meet your expectations.

(My translation)

Having been invited to an interview on the subject on La Sphère radio show on Radio-Canada’s Première Chaine on Saturday, February 4, I wanted to get confirmation that this response did represent the official position of the corporation.

On the phone, Mr. Fortin told me that he read again my emails and then realized that he had not properly understood what was their subject-matter. He said that the official position of the Chambre des notaire would rather be that it asked Mr. Salvas Bertrand, a notary who works mainly in training and is interested in this subject, to study the issue and quickly formulate recommendations. These could possibly take the form of advices, guides and training contents.

Specifically, Antonin Fortin said he had forwarded my emails and my proposals to Mr. Salvas.

That is reassuring. Indeed, is the mission of a professional corporation not precisely to protect the public?

Field RemarksInformation & LawLab NotesLiving between the linesNotesObservations

The Chambre des notaires abdicates management of digital identities and assets

Observations

Last week I reported that my notary declared that she was unable to help me manage the components of my digital of identities and assets in case of death (will) or inability (mandate).

I also described calling the legal information service of the Chambre des notaires du Québec (notaries’ professional corporation). The answering notary found my questions quite relevant and about pressing issues. However, she told me that the corporation had no available guide, checklist, standard clauses for will or mandate in case of incapacity, nor specific training to its members about these issues.

After publishing this article, I wrote to Jean Lambert, president of the Chambre des notaires (CNQ). I briefly described my situation and actions I took before asking the following questions:

Are there any guides, checklists, model provisions or tips on these topics?

If not, what are you waiting for to help us to live and die peacefully in this twenty-first century?

Response from the Chambre des notaires

In the absence of Mr. Lambert, it was Mr. Antonin Fortin, director of Communications and assistant to the president who responded: (more…)

Lab NotesMax 140+NotesReading Notes

Worth reading: Adam Thierer’s review of ‘Consent of the Networked: The Worldwide Struggle for Int…

Worth reading: Adam Thierer's review of 'Consent of the Networked: The Worldwide Struggle for Internet Freedom'

Not only because of the growing power struggles over networks and contents, but also because of the crucial political debate about which strategies to maintain and expand freedom and democracy.

Thierer does nail some good critics, such as his section arguing that to treat Google and Facebook as "sovereign" (kind of Googledom, Facebookistan) is a self-fulfilling prophecy. But sometimes his critics of MacKinnon may read as weak as his presentation of her own case. His definition of "sovereign" reads a bit too classical XIXth century for contemporary realities. I also find his quest for a Net free from State intervention as naive as the quest for enlighten State regulation. The very protection of 47 U.S.C. § 230 he applauds because it shields online operators from liability for information posted or published on their systems by users actually is a State intervention that, not only has permitted the Yelp, Twitter, eBay to flourish, but also permitted them to become sort of public services.

Thierer recommends reading this book: I will certainly follow it. And I definitely recommend reading his take on it. I will certainly re-read it, and study both.

Rebecca MacKinnon’s new book, Consent of the Networked: The Worldwide Struggle for Internet Freedom, is well-researched exploration of the forces driving Internet developments and policy across the gl…
Field RemarksInformation & LawLab NotesLiving between the linesNotesObservationsReflections

Self-managing our digital identity, digital assets and intellectual property in case of death or incapacity

ObservationsNow a grandfather, I had to revise my will and mandate in case of incapacity. Except that this time, I found out that I must ask my potential agents and testamentary executors to deal with the ubiquity of digital media. That does complicate their task.

Only a few years ago, one could easily find the documents of an incapacitated or deceased person. It was enough to systematically round the various places where the person lived and worked. The nature of the documents generally jumped in the eyes: contracts, invoices, private correspondence, books, recordings, professional documents, etc. In the absence of specific instructions, one could apply certain customs: such as delivering private correspondence items to their authors, distribution of content libraries, records shelves, photo albums or collections to interested close ones; retention of fiscal documents for some six years before destroying them.

Digitalization of assets

As more and more people around me, I hold less and less documents on paper or other macroscopic media. Already, most of my documents are to be found in digital forms: private correspondence, files, invoices, contracts, tax documents, banking and accounting, books, music, photos, work documentation, etc. (more…)

CommunicationsDebatesInformation & LawLab NotesLiving between the linesNotesReflections

Autonomy, Surveillance and Democracy: A Few Ideas for the Twenty-First Century

Text derived from my presentation

to the Citizen Forum on surveillance of communications

organized by the Quebec caucus of the New Democratic Party

Montreal, Notman House, Thursday, November 3, 2011

Regardless of the fate of the bill named “Lawful Access”, the information society will continue to develop. Then again, an information society is necessarily a surveillance society. Hence the question: what role the parliaments, governments and civil society should play to not only preserve freedoms and democracy, but to enhance them?

Here I propose – in quick rough strokes due to the short time available – some ideas for reference in regard to challenges the twenty-first century presents to us.

Social Life and Surveillance

Idea # 1: Surveillance is an integral component of all social life.

This is true of all human societies, likewise of many animal societies, and even vegetal ones.

Idea # 2: Surveillance takes many forms with very different, even opposite consequences.

I am a grandfather. Obviously I watched my children and grandchild. However, the forms that such surveillance takes can lead children to more and more autonomy, or, conversely, to dependence and submission.

That is why, idea # 3: The concepts proposed by author Ivan Illich of autonomy versus heteronomy, conviviality and counterproductivity are useful to this discussion.

These concepts can be applied, for example, to a convivial urban neighborhood that combines the functions of housing, labor, commerce and recreation. Such an area appears safe because its residents, workers, passersby and idle bystanders spontaneously and freely offer themselves mutual, continuous, autonomous surveillance.

Conversely, an unconvivial single function neighborhood that is deserted during the night or day appears to generate insecurity. No expensive police, guards or electronic surveillance will succeed to produce real security. And such surveillance is likely to increase heteronomous forms of power over individuals and community.

Hence, idea # 4: It is important to consider the complex interrelationships between environmental, physical, social and technical structures and conditions, on the one hand, and the forms of surveillance that these structures permit or not as well as their effects, on the other hand.

Assessment Criteria

And therefore, idea # 5: Respect for freedom is a necessary, but totally insufficient assessment criteria (thus ineffective alone).

In addition, idea # 6 (stated earlier): The information society is necessarily a society where surveillance is becoming widespread, increasing in power and scope, and is being democratized.

Let us illustrate this with a surveillance activity which, unlike the “Lawful Access” bill on the State’s power over private communications, is conducted by private actors on public communications, namely: the high-frequency stock transactions which constitute some 60% of the volume of North American exchanges. This surveillance involves the use of computers that, each microsecond, monitor and analyze all transactions around the planet. This surveillance allows the same computer to purchase securities at one instant and resale them a few seconds later at a profit. The speeds of surveillance, analysis and decision making are so great that human operators can only control possible failure occurrences. Such as those that caused the Flash Crash of May 6, 2010 when these automatic systems suddenly made the Dow Jones Index to plunge several hundred points within a few minutes.

Such capabilities are becoming more democratic. Let’s remember that today a lower end smartphone is already more powerful than these big central computer that, in the sixties, most thought only States could afford. That the customers of data mining software, indispensable to produce results from digital surveillance, are roughly divided into four areas: academic (teaching and research), business (marketing, R & D), police and military intelligence, and we call civil society (various organizations and individuals). That information items on the behavior of individuals and organizations have never been produced in such large numbers or have never been more accessible (just take all the wealth of personal information items disseminated via social media).

Some surveillance activities can easily be described as harmful, such as surveillance of the private communications of citizens or of their legitimate political activities. Other surveillance activities can easily be described as beneficial, such as those about who funds political parties and about who does what lobbying with which decision makers.

However, idea # 7: The majority of the surveillance activities that will emerge will not be so easily assessed: understanding their nature and their effects will require deliberations.

So idea # 8: Drawing on a proposition from economists Samuel Bowles and Herbert Gintis, we could state that: all surveillance should be subjected to the application of the principles of freedom, but that any surveillance involving some exercise of social power should also be subjected to the principles of democracy.

These principles are to be applied, no matter the public or private nature of the actions being monitored; or the state, commercial or civilian identity of those conducting the surveillance.

Logically, the same principles should also apply to the decision making on environmental, physical, social and technical structures and conditions that determine the forms surveillance may or may not take. Indeed, various social movements express the same demand, whether about shale gas extraction or high finance business: one’s obligation to subject to the action of another called for one’s right to know and right to have one’s say.

As a Preliminary Conclusion

Idea # 9: Such radical democratization calls for deep legal, parliamentary and political transformations from the local to the international levels.

Such changes could indeed be facilitated by possible information societies’ developments.

However, idea # 10: The exact forms that these changes should take remains yet to be defined.

Here, our situation is similar to those of different protests movements (such as Occupy Wall Street) that clearly identifies how current practices are unacceptable without being able to define what should be the alternatives. However, it is as equally urgent to conceive concrete solutions. Let us illustrate with two cases.

Electronic payment

The first case is about privatization of a decision of a public nature. It is the introduction in North America of smart banking cards that raise issues of individual and societal surveillance. Electronic payment is a “radical monopoly” to use another concept from Ivan Illich: if citizens retain the choice of the financial institution that will provide the banking card, there is only one electronic payment system that is imposed on all financial institutions and to all their customers on a given territory.

However, the choice of a new microprocessor based payment system is not trivial. This is because there are dozens of concepts for implementing this technology that are quite different in terms of individual surveillance. Some concepts can make electronic payments as anonymous as the use of paper money. For example, the financial institution knows by the end of the day that it should debit the account of such customer to such total amount, but remains unable to connect this with the various suppliers where the customer has spent money. At the other end of the spectrum, there are concepts that provide the financial institution with a wealth of information about who has purchased what from whom precisely at what time and how much. The choice between one type of concept and another has little to do with technical or budgetary constraints. It is in practice a political decision on the level of surveillance that financial institutions may or may not carry on the activities of their clients. But it is not elected parliaments that decide. Rather, parliaments have left the decision to private clubs of financial institutions (in Canada, to the Canadian Payments Association).

But it’s not just the surveillance of individual clients that is at issue. The generalization of electronic payments offers financial institutions a breathtaking real-time view of economic activities and situations of entire societies. This truly represents a strategic advantage in times of economic turmoil. Especially when compared to the situation of governments, media and civil society who discuss measures that will have some impact only several months into the future on the basis of statistics reflecting situations often four months old in the past. Why only financial institutions could have as up to date data?

In one individual surveillance as in societal surveillance, the democratic principle should apply – in addition to that of freedom – with respect to decisions about social powers of such magnitude. Should parliaments recover the power to legislate publically on these matters? Or should we try to democratize the work of clubs such as the Canadian Association of payment? Or follow a different model of democratic decision making?

Passports

The second case is about internationalization of a public decision. This is about passports used to monitor border crossings of citizens, and often their movements within these boundaries. Design standards of electronic and biometric components of passports are taken in international forums, such as the International Civil Aviation Organization (ICAO), by senior public servants of the Member States surrounded by lobbyists of the airline and surveillance technologies industries. National parliaments often only have the choice to endorse or not the standards already established elsewhere.

Again, we must find a way to preserve the principle of democracy against such technocratic fait accompli through international bodies. Should parliaments or governments publicly pre-debate options to be offered in international forums? Should we engage a democratization of discussions in international forums to allow a real voice to citizens to be affected by decisions? Or a combination of both? Or another model?

These are the types of changes, needing to be outlined, that I propose to explore with you during the following discussion.

CommunicationsDebatesLab NotesLiving between the linesNotes

Public conversation: Autonomy, Surveillance and Democracy: Who will benefit from the digital traces generated by our every move?

On Thursday, October 6, 2011 (7 to 9 pm), I will be the guest of an University of the Streets Café‘s conversation moderated by Sophie Ambrosi on the theme: Autonomy, Surveillance and Democracy: Who will benefit from the digital traces generated by our every move?

Computers, automatic tellers, phones and other electronic gadgets. Today, our relations with our close ones, other people and organizations go through machines processing thousands of information items about us. These texts, sounds and images become communications, transactions, records, decisions. They can be transformed into statistics and knowledge about individuals, groups and societies, even about the nature of the human animals (e.g., conditions of their health). Knowledge that can base decisions, trivial or major. The information society is necessarily a surveillance society. So what kinds of surveillance are reprehensible in a free and democratic society? And which ones are desirable? Under what conditions?

The conversation will take place at Café l’Artère, 7000, Avenue du Parc (near Jean-Talon) in Montreal. Everyone is invited and admission is free. The event is organized by the Institute for Community Development, Concordia University.

CommunicationsInformation & LawLab NotesNotes

Lecture on the right to accessible information

INVITATION
Lecture
by Catherine Roy
Director General of the Centre de recherche et d’expérimentation sur l’inclusion numérique (Centre for research and experimentation in digital inclusion)
on

le droit à l’accessibilité des informations

(right of access to documents in media readable by everyone)
in the wake of the judgment in Donna Jodhan v. Attorney General of Canada

Lecture in French

A founding member of the HTML for all Working Group of the World Wide Web Consortium (W3C) and as well as of W3Québec (an organization promoting open standards and best practices for the web and multimedia), Ms. Roy will address in particular the respective roles of legislation and of technical standards in the evolution of law, here in regard to the accessibility of information.

Monday, April 11, 2011 from 18:00 pm to 19:30 pm, Room A-1720, UQAM (Hubert-Aquin building on 400 Sainte-Catherine East street, metro Berri-UQAM) as part of an Information Law course (JUR5512).

Free admission (the number of places being limited, please RSVP by email: peladeau dot pierrot @t uqam dot ca)

Jodhan c. A. G. of Canada
The legal news in the heart of the conference is the recent decision of the Federal Court in November 2010, v. Donna Jodhan Attorney General ofCanada, as amended by decision of January 2011 (French version:http://decisions.fct-cf.gc.ca/fr/2010/2010cf1197/2010cf1197.html; English version: http:// decisions.fct-cf.gc.ca/en/2010/2010fc1197/2010fc1197.html). The main issue was whether the federal government had violated the right to equality guaranteed by the Canadian Charter, either by setting inadequate technical standards for Web accessibility to information, or by not implementing existing technical standards.

Information Law

This course acknowledges that much of the legal regulation of interpersonal relations mediated by information handlings flows from adhesion contracts, technical standards as well as rules and procedures incorporated into the informational devices themselves.

CommunicationsInformation & LawLab NotesLiving between the linesNotes

I Create and Give a Whole New ‘Information and Law’ Course in January

tablette cuneiformeWas UQAM so desperate that it finally came to offer me this course? Because if I am indeed a jurist by training, I still remain a non-practicing and non-believing one. Enough joking. I accepted to create and teach a course officially entitled Droit de l’information (Information Law), never offered before. This course is part of the LLB program, but is offered to students in all programs. Indeed, currently 12% of students enrolled are from Communications.

I suggested – and it was agreed – that the scope of the course be expanded into a sort of  ‘Information & Law’ course, almost and ‘Information Society and Law’ one. So rather than covering one by one, some special legal institutions (intellectual property, access to information, freedom of press and libel, privacy and others), I propose instead to explore:

  • all of legal realities through the perspective of information and of an information society, and conversely,
  • the realities of information and of information society as they are regulated by laws, norms and standards of all kinds.

I have yet to produce a detailed course outline. However, at the time I am writing this, the first objective would be to get students to acquire certain knowledge and skills to work in an information society, including:

  • detect the presence of information in any considered human activity;
  • reconstruct how the information is handled, who are those involved, what types of relationships (including legal) develop between whom through such information handling;
  • identify the relevant legal institutions and the different sources of norms potentially applicable to a particular information handling;
  • raise the social and ethical issues of this handling;
  • detect the informational dimension in any legal document (law, contract, court, legal communication, norm or standard);
  • communicate about the legal dimension of handling information, including lay citizens and users.

Students in law will be especially encouraged to develop the ability to legally qualify a human activity involving the handling of information.

Rather than switch from one field law to another, the course’s plan will rather follow, week after week, the consecutive life cycle stages of information from its initial creation to various uses, including personal decision making.

This course will also insist on:

  • basic knowledge in information science and management, linguistics and related fields, and
  • methods to properly document information practices.

The course will be held on Monday evenings from January 10, 2011. There is still room for students. I therefore make this a formal invitation. Welcome to all!

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.

Lab NotesNotesReading NotesReflections

From Michel Cartier’s Formal and Informal Groups to Personal and Impersonal Groups for PIP

Reading Michel Cartier’s Les groupes d’intérêts et les collectivités locales (Interest Groups and Local Communities)*, I came across the diagram entitled “A Society Operating by Levels” that distinguishes between:

  • individual and couple (circle representing a human head);
  • informal groups (circle filled by seven human heads);
  • formal groups (circle filled by three groups of four to six human heads interconnected with each other); and
  • society (circle representing a globe).

Michel Cartier 2002

Formal group: “Group of people who demand a better quality of life and operate from the adhesion and participation of its members.”

Informal Group: ” Familiar small group operating face to face”

Michel Cartier, 2002 100

I was particularly struck by the distinction between formal group and informal group. This led me to wonder whether there was a conceptual difference to be made in the Picture of Interpersonal Information Process (PIP) model between formal and informal group or population. (more…)

Lab NotesLiving between the linesNotesObservationsReflections

Truthfulness of personal information as indicator of social morality?

ObservationsCan the level of accuracy of personal information items be indicative of the moral virtue of the social system in which the information is used?

This question came to me while I was doing some renovation at home while listening to Tapestry CBC One radio show. This week, Mary Hynes met Sam Harris in the wake of the publication of his book The Moral Landscape: How Science Can Determine Human Values. A surprisingly short interview given that this show’s usual practice is to devote its whole hour to a single personality or subject. By listening to Harris, one understands. He certainly offers a convincing argument about the ability of science to shed light on a moral issue, or even to decide between what is right and wrong. However, the fierceness of his attacks against religions quickly annoys, thus weakening his argument.

Still, neuroscience, for example, can objectively observe through scanner and hormonal analysis that, in general, an altruistic action provides wellness to human beings who do it as those who receive it. It also observes as exactly the opposite effect with a selfish action, that it is even worse for a malevolent action. Many developments in biology, ethology and ethnology as well as psychology and sociology do offer increasingly revealing insights on various moral issues. As Harris points out, science offers here the advantage to transcend cultures, religions and moral systems because of the provable and universal nature of its conclusions.

What with the quality of personal information? The short answer is that, on one hand, science is dependent on the quality of its data and that this quality often depends on the willingness or ability of human beings to tell the truth. Still on the other hand, the level of accuracy of the provided information is measurable… scientifically.

The anecdotal answer comes from to two recent observations about the necessity…  to lie. (more…)

CommunicationsLab NotesNotes

Now on line: a set of SVG PIP-L icons

I put online a Zip file containing a set of PIP-L icons in SVG format.

Picture of InterPersonal Information Processes Pictographic Language (PIP-L) is a set of royalty-free icons designed specifically for the production of PIP diagrams. We propose to combine the use of PIP-L to illustrate the social dimensions of processes in tandem with the pictographic language PICOL to illustrate its informatics dimensions.

Download PIP-L English Basic SVG Icons (Zip file)PIP-L English Basic SVG Icons (Zip file)

Basic PIP-L pictograms

Basic PIP-L pictograms developped at Communautique by industrial designer Caroline Cyr

The permanent location of the icons sets is on the PIP & PIP-L page.

Lab NotesNotesReading Notes

Sources of free icons to represent interpersonal information processes

Dominique Lamy of Branchez-Vous! Techno recently presented sources of free icons. Among the eight sites, three offered icons useable to produce pictures of interpersonal information processes (PIP).

Iconshock offers nearly a million icons, a number steadily rising. Only a few collections, however, are offered free without conditions. A small number of icons that must be found can be used to describe the processes themselves. Many others to describe the processes’ actors.

Iconza provides free a small number of 112 relatively simple icons whose colors can be customized before uploading.

Iconpot is a directory of free icons collections.

Field RemarksLab NotesNotes

As for Oil, a Barrel to Represent Data Storage?

At the same last Friday meeting mentioned earlier, I noticed that the page where status of works development was discussed, the chosen illustration stacked drums (or wide cylinders) like those used in information flow charts to describe databases. However, this stack of drums suggested somewhat the form of a metal container drum. That is a figure that clearly evokes the idea of storage!

Indeed, I have always been dissatisfied with the drum image used to designate the phase of information storage or one support for such storage, the disk drive (see Figure 1). (more…)

Field RemarksLab NotesNotesReflectionsWhat's new

Illustrations to Sell the Idea of a Device Versus to Explain its Operation

This morning I attended a meeting in the context of the development of explanatory material aiming the general public about an elaborate interpersonal information system that intensively handle personally identifiable information about individuals.

The designers first concluded that before explaining the operation of the system, it was first necessary to defend its existence and relevance. Clearly, from what has been presented, such a goal does not call the same use of image than an explanation of its operation.radio wireless tower

The explanation of how a system works requires the use of illustrations relating to information and their handling that stick strictly to the processes’ reality (as PIP can do). By contrast, explanation of the purpose of the system can proceed by evocation of a need to address or through practical scenarios. In other words, modes of illustration are then closer to those allegories and metaphors commonly used by consumer advertising and business communication. (more…)

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