Cloud Computing for Researchers - Mendeley Your Life!
Occasionally on Cultural Bytes I will review tools that help my ethnographer-self stay sane, organized and useful to society. I am confident to say that every researcher I know IS CURRENTLY dealing with what I am addressing below - citation and PDF nightmares. Today is the first day you can take a step towards freedom, organization, and access.
In Russian, Mendeley means comforter of the mind. What better name for a product that is a comforter for researchers! (here’s the founders’ explanation for the name, which I found out has nothing to do with the Russian meaning)
This software will change your researching-intellectual, academiky life forever! Sick of dealing with all those pdf’s on your computer, entering in citations by hand, looking for citations in your old documents, dealing with endnotes, and not being able to access your citations remotely? Most of us are dealing with this issue. Olivia Judson recently wrote about her academic organizing woes with managing PDF’s in NY Times,
“…it became easier to re-research a subject each time I wanted to think about it, and to download the papers again. My hard drive has filled up with duplicates; my office, with stalagmites of paper…In short, access to information is easier and faster than ever before but there’s been no obvious way to manage it once you’ve got it.”
Well Julia there’s a solution, MENDELEY SOLVES ALL THESE PROBLEMS! We all share similar citation nightmares! It’s time to get ride of endnotes, refworks, zotero and whatever other wannabe hawt citation software manager you use - and get yourself Mendeley! And they don’t discriminate - they love MAC and PC users!
This is cloud computing for researchers. How would you feel if you could access your PDF’s and citations anywhere in the world? if you could share citation lists with colleagues in just one click? If you never had to re-download your PDF’s again? If you could search for books on Amazon.com and click one button to cite the book you are buying? If you could just drop citations into Word or whatever document without having to shell out a couple hundred of dollars for Endnotes? If you could network with other researchers and see their citation lists? If you could just add whatever books you see in Google Book search to your citation list with one click?
Imaginations for researchers come true also - with Mendeley you have can have all these desires fulfilled!
Think of this as an itunes for your pdf’s + Linkedin + facebook + doppler + updated CV + Papers (for macs)+ all the features of every single citation manager out there + love + intellect + seamlessness. Welcome to the world of Mendeley - Loveeee!
If you’re like me - traveling in different cities every week and working between 3 different computers (MACs and PCs) - then this is truly your dream come true. Or if you just work between your office and home computer this is a dream! And even if you are just on 1 computer - this could just be as good as the invention of rss!
I suggest you take out a few hours to play with it and then set aside a week to import all your citations and get your academik life together! It’s worth it! They are still in beta, so there are little quirks here and there - but the Mendeley team is REALLY awesome and you can just write to them about your issues or post it online and they actually respond!
Below, I list my favorite features of Mendeley and some recommendations for how to use Mendeley.
1.) Mendeley works. It really works!!! that is a good enough reason to try it ou. In this picture of my Mendeley Desktop, I walk you through how to start it out! STEP 1.) create a group - you don’t have to do this but I like to organize my citations by topics, 2.) add a document - you can drag a PDF or do it this way below by clicking on the “add document” icon on top. STEP 3.) admire your pretty citations! update the info, make sure it’s correct, STEP 4.) check out their great search features!

2.) use it with dropbox if you switch between several computers- keep your PDF’s in your dropbox, and rename the file with the author’s last name and year. Dropbox is a virtual file folder that physically sits on each of your computers. It’s magic - you just have to install it and start moving your files there. You can access them online anytime!
store all your PDF’s in one folder - and never look at them again. Just like how you drop music in your itunes app without having to interact with the actual file itself, same thing here (this only works for people who are on 1 computer)! In this picture below you can see how my dropbox is on the far left, then I look for Victor Gonzalez’s work in my dropbox by his last name and just in case if I have to manually pull the file, (which I have to because I have I use dropbox on 3 different computers so once you switch it loses the directory path), you can then find it very easily in your folder. When I type in Gonzalez’s name in Mendeley, all his citations show up as linked to the files!

3.) Automatic recognition of a PDF’s meta-data when you drag and drop it into Mendeley. In the picture below, I show you how to just drag a PDF into Mendeley and it automatically recognizes the author, journal, pub date and etc. Think of this like itunes- when you drag a song over it copies a verion over to it’s own itunes folder.To activate this, you have to turn on File Organizer (they spell it “organiser” cuz they’re all british about it). The Mendeley Muz man says that “if you enable the File Organiser, this will make Mendeley create a copy of these files in their own folder, which it then links against. This means you’re then free to edit the original file names, or to move them about as need be without breaking the file links. To do this, open up Mendeley Desktop, go to the Preferences panel and select the “File Organiser” tab. From here, you can enable the file organiser, and also choose how it should store the files in this folder by enabling the rename or sorting into subfolders as you see fit.
Then I like to go to the tag-notes tab in Mendeley desktop and paste in the abstract and type in some tags. Make sure to SAVE it because pressing save in the meta-data tabs it doesn’t save the information for the entire file - you have to save in each tab. I hope they fix it next time update (update - they have said that this is fixed in the newest version).

4.) Access your PDF’s online anywhere! After you have dragged in a PDF sync your library and watch everything duplicate itself to your online library. THIS IS BIGG! That means just as long as Mendeley is not blocked where you are trying to access it, then you won’t ever have problems getting to the physical PDF online! And it’s not blocked in China so I am so confident about getting to all my files at any internet cafe!

5.) Seamless Syncing with your Mendeley Desktop and your online library! In this picture below I have side by side my desktop and my online Mendeley Library - you can see here that the citations match, and so do the grouping. completely identical! that means you could leave the country and then use a computer at an internet cafe or at a friend’s house and have access to all your citations and any synced pdf’s. And Last time I checked, Mendeley is NOT blocked in China!! (Drop box is blocked though which really sucks)

6.) import books from Amazon or Google Books! In this picture, I am looking at Go Away Dog in Google books - this is a very important book for academic researchers. with one click this book shows up in your Mendeley reference list. STEP 1.) read about the functions here, STEP 2.) install the bookmarklet by dragging it to your toolbar in firefox STEP 3.) start looking for books in AMazon or Google books! you can import multiple books at one time or just a single book like in the picture below.

7.) Produces beautiful ways of visualizing information. I love that Mendeley shows you stats about the most cited authors and the research fields that have the most Mendeley users.
I liked that in the Social Sciences tag cloud, technology and nude, were next to each other - kinda much us look like an exciting field huh?

Below you can see that bourdieu is the most cited, with Bruno Latour coming in second, then Manuel Castells, then Michele badass Foucault, and lastly WTF SAMUEL annOYING Huffington who wrote the Clash of Civilizations. We have to get Samuel off the top 5 and put someone - anyone - up there!

_____________________________________________________________________________
HOW IT COMPARES TO ZOTERO -ok so now that I’ve raved about Mendeley - I feel that I need to explain why I prefer Mendeley over Zotero since I wrote about how much I loved Zotero a few months ago on my old blog (I switched to tumblr for my personal blog!)
- Mendeley support team is wayy better than zotero. - For Mendeley, within 24 hours a staff (the co-founder!) responded to my questions. I have yet to hear back from Zotero staff about any of my problems that I posted in their help forum. I think that after I complained to some people who know some people at Zotero, eventually, one of the Zotero creators was sweet enough to write a personal email to me about my original zotero love post on my personal blog- he even offered to send me a t-shirt! So that was really nice of them, but I’m sorry Zotero staff - me firefox quits on me every time on zotero and i zpent a whole day trouble-shooting with no succezz!
- Mendeley staff actually write back to you! now I know that programmers, developers, and founders are busy and that they can’t write back to everyone - but after posting two problems on zotero i didn’t get any responses - still haven’t yet. In Mendeley land - I heard something back from the programmers within 8 hours!
- Mendeley’s help forums are better. l had to search through lots of support forums on Zotero to find out if others had similar problems in firefox as I did - and it wasn’t always clear if Zotero staff were aware of these problems. There was no clear mechanism for processing user-identified problems. In Mendeley, it’s clear that their staff are on top of the forum convos. It’s easier to navigate and they have a clear rating system that let’s you see how other users have prioritized proposed features or fixes to Mendeley staff.
- not firefox dependent. - THIS IS BIGGGGGG - You’re not dependent on firefox with mendeley. I love firefox - but my firefox started freaking out after a few hours of Zotero courtship. Out of desparation to make Zotero work (because I thought it was the best thing out there at the time), I actually spent 4 hours troubleshooting my firefox after I installed zotero - it messed with my extensions and eventually I had to perform a clean reinstall. Encountering the firefox crash again, I tested out zotero in flock but flock 2.0 is still wayyyy tooo slow and there was no way that I was even going near netscape - that’s when I resorted to the clean reinstall of firefox. But still Zotero was buggy. so the problem with having a browser dependent citation manager is that you’re dependent on that browser - and on that computer’s browsers.
- Mendeley has $$ - they just recieved $2million in VC money. Zotero is a non-profit model. While I work for non-profits and do see them as useful at times, I believe in the scalability of Mendeley more than Zotero. Now I am curious to find out Mendeley’s business model. right now I can upload ALL my PDf’s to Mendeley But good services are worth it when the rates are reasonable and your entire life depends on it. Maybe they will start charging all of us once we all fall in love with Mendeley - or offer some kind of tiered service. *but please don’t start charging me in the future since I am one of your beta fans!
- Mendeley has $$ from realllly smart people - did I mention the investors behind the $2million are founders of last.fm and skype? that’s all that needs to be said.
______________
If you will notice that in my comments, the human side of the service is just as important as the software application itself. Especially when a program is in beta, you have to be super keen to talking to your users. I always think that companies have a lot more at stake when they are starting out and the period after they’ve hit critical mass. Becasse when you’re popular - everyone want to use you and they will be forgiving about mishaps, slow-downs and etc. But once you have your customers and you become lazy in your product/service, eventually something better will replace you. Mendeley and Jan Reichelt, you have been wonderful during this courtship. So far your actions tell me that we will have a great relationship…so don’t mess it up.
For now, I will take on the responsibility of evangelizing Mendely around the world. Last time I checked on Mendeley user map, there were 3 users in San Diego, 1 in Mexico City and 1 in China. I think I can help increase those numbers. Just watch them go up! And right now there are only 280 Social Science users - we need to change that also!
I love being a beta-user and I love getting excited about great products like Mendelye! The last time I was this excited is when I discovered rss, flickr, gmail, movable type, Jetblue, crack (just checkin!), Dunkin Donuts, Shakor’s, and Obama. So get yourself on it!


UPDATE - May 30, 2010:
I’m still using Mendeley and loving it! which each new release they are improving their product. There are still a few bugs that are really annoying and a few features that have yet to be introduced (like checking for double citations or customizable citations boxes), but hey there is nothing else like this!.
I want to share some tips after a year of using it.
Make sure that you back-up your files A LOT! I backup everytime I add tons of citations. Just go to to HELP-> Backup. I backup to a folder on my Dropbox labeled Mendeley backups that way if your computer ever crashes or is stolen, you will always have an online backup! It takes no more than 30 seconds. I urge you to be fanatical about backing up because you don’t want to end up like me where one day my Mendeley panicked and shut down. I had just finished 2 days of intensive Mendeley citation work - so I lost about a few hundred citations and had to go back and re-add each one. Sadness.

2.) I prefer to import books using the Mendeley bookmarklet from Google books than Amazon books. Citations from Google will have the summary/abstract imported in with the meta-data. This makes book searching a lot easier!
3.) fyi - Mendeley still classifies most pdf’s as journal submissions. This is flustering for me because I download a lot of stuff from CHI and more techy journals where the presentation and publication format is a conference proceeding.
4.) I use the notes section as a way to annotate my citings.
5.) I love Mendeley’s customer support! Jan and Mustaquli you guys rock!
UPDATE - JUNE 2, 2010:
Someone asked me to clarify what I meant my setting up a folder just for PDFs on my dropbox. So let me explain how I do this. I pay $99 a year for 50 gigs of Dropbox storage space. If you just want to use it for free, you get 5 gigs free! and if you refer people you can get up to 5 more gigs! That’s a lot of space for free. I use Dropbox because I live in the moment of crashing and file loss. Dropbox is an online cloud computing file storage system - so that means where ever I go, my files are always accessible online. You install Dropbox as a folder on your computer. You can put the folder anywhere and on the surface it functions just like any other folder on your computer. The most important part is that is done real-time syncing. So the nano-second I drop a file into my dropbox or even make a change, that change is updated to the my online dropbox
So by storing all my PDF’s in my Dropbox, that means I always have a backup online of all my PDFs. This is awesome. So in my computer crashes or is stolen, I don’t risk losing any of my PDFs or any of the material that I have in my Dropbox. I also do a third back-up on my mobile tiny 500gig Lacie drive and I do 4th backup on my stationary back-up located in a remote place that has the least chances of getting stolen.
So here’s a screenshot of how you set it up to backup to a self-designated folder on Dropbox.

1.) install Dropbox.
2.) create a folder for all your PDFs and name it. I’ved named mine ALL PDFs. From now on this will be the folder where all your PDFs will be stored. However, you will NEVER have to change any of the files names in this folder. Mendeley will automatically do this for you.

3.) go to your Mendeley Desktop, click on the top left MENDELEY DESKTOP —> PREFERENCES —> FILE ORGANIZER (3rd tab).
4.) check the box ORGANIZE MY FILES
5.) click on browse and chose your PDF folder. So notice that the directory will show that this ALL PDF folder sits within your Dropbox.
6.) check the box RENAME DOCUMENT FILES.
7.) chose how you want your files to be named. I chose the order, AUTHOR-YEAR - TITLE. I prefer author first because this is the easiest way for me to find the file by name in my folder if you were to click on it and look for it. For now I have it on Hypon-separate, but I should’ve chosen underscore.
8.) download a journal article or use an existing journal article. Physically DRAG the file over with your mouse into your mendeley. Mendeley will automatically download the meta-data AND it will be create a copy in your ALL PDF folder AND it will rename the file according to your instructions.
9.) you can double check for yourself - go look in your ALL PDFs and you will see your file there renamed!
10.) delete your downloaded file or wherever the file was located. Now all your PDFs will sit in your ALL PDF folder, Mendeley will handle everything!
11.) here is something important to know - Mendeley automatically REANMES all pdfs! so if you make a change to the author or title of a document in Mendeley, that file will automatically be renamed in your ALL PDFs folder. you can test it out and see for yourself! This feature is awesome because I will often put PDFs into MEndeley that it doesn’t properly recognize the meta-data - so I will have to manually copy and paste in the author’s name and correct title. Whatever changes I’ve made in Mendeley are updated in the ALL PDFs!
UPDATE - JUNE 15, 2010:
OMG I just discovered a new feature! Mendeley allows you to set a “watched folder” where it automatically imports all PDF’s and if you followed my instructions above for how to tell Mendeley to automatically rename your files, after automatically importing your PDFs it will rename your files also! That means I NEVER have to drag and drop a downloaded PDF into Mendeley again! this saves me sooooo much time! I don’t know when this feature became available but I can’t believe that I misssssssed it! Let’s explore this awesome new function.
Let’s try this out with an excellent piece of scholarship: Jonathan Coopersmith’s article, Does Your Mother Know What You Really Do? The Changing Nature and Image of Computer-Based Pornography, History and Technology, Volume 22, Issue 1 March 2006 , pages 1 - 25.
ok so I assume you’ve already read my June 2nd update that explains how to set Mendeley to automatically rename your files in a new folder for all your pdfs.
1.) go to Mendeley Preferences (top left corner), click on “WATCHED FOLDERS” tab, select the folder where you download your academic files (I call mine downloads for chrome), click on “OK”

2.) download Coopersmith’s article.
3.) your file will then show up in the download folder, right now the file downloaded as “741530078.pdf”
4. watch the file AUTOMATICALLY Show up in your Mendeley! OMG NO MORE DRAGGING! before I had to drag every downloaded file into my Mendeley! this saves sooooo much time! THIS IS AWESOME!

5.) then see the file magically appear in your designated ALL PDFs folder!

Some things to be aware of:
1.) delete downloaded file: you still have to delete the downloaded file from your downloads folder. This is because Mendeley automatically creates a copy of the pdf when it renames it and puts it in the ALL PDF’s folder (or whatever you call yours).
Hey Mendeley team- can you guys create the option to DELETE a file after it is automatically renamed and copies to a new folder?
2.) all pdfs will be imported! Warning - if you set MEndeley to watch your DOWNLOADS folder for automatic PDF import, it will import every single PDF that you download! This can become annoying cuz it doesn’t discrminate beween academic articles vs some PDF that you download from your email or from Google Docs. I realized this after I tried to print from my Google Docs cuz it creates a PDF to print and downloads it to your computer - these PDFs then started showing up in my Mendeley. I suggest that you only use one browser for downloading academic folders and designate a folder JUST for that browser and then set that to be the special downloads folder that Mendeley watches. So for example, I use 3 browsers, firefox, chrome and safari. I have created 3 separate downloads folder for EACH browser. Mendeley only watches my CHROME downloads folder.
Another option is for you to use a firefox downloads manager plugin where you can create separate folders. But my firefox crashes a lot when I add too many plugins and it was laborious to manage the folders - so that’s why I just use 3 separate browsers.
flash ethnography: observations of a doctor’s use of mobile tech with a patient
I took my grandma to the doctors for her annual today. The doctor that we have been with for the last 5 years moved to another office. So today we had a new doctor. I gave the new doctor a brief overview of the last 5 years of my grandma’s medical history. Our new doctor was wonderful, personable, and attentive.
During the entire updating process, the doctor was primarily talking to me because I was translating and I have been the primary overseer of my grandma’s health for the last few years.
I noticed that she was carrying around a new netbook. She was typing my notes in the netbook while constantly referring back to my grandmother’s file that contained her entire medical history being various doctors.
I noticed that the entire time we talked, it was very hard for her to have any direct interaction with my grandma. Her back was faced towards her as the netbook was placed on a stationary built in counter. As she typed the notes, she looked at me and then would periodically turn her entire body around 360 around to smile at my grandma and then immediately turn back to her netbook.
When we were done with the exam, I chatted with the doctor for a few minutes about the netbooks. She said that the office was trialing these netbooks out and had rented them for 6 months. She seemed ambivalent about the netbook, as if it was forced upon her. She said,
“Well I can take it with me everywhere and look up notes on each patient, but the file of the patient’s history still isn’t on the laptop so we still have to pull up files and deal with a lot of papework. It just feels like another thing to carry around and keep track of.”
When I asked her how it affected her interaction with her patients, she said that this was her primary reason for not liking these laptops. She showed me that using the netbook meant that she had to spend more time with her back towards her patients. I asked her if she had tried sitting down and putting it in her lap so that she could face the patient, but she said that was also inconvenient because of all patient history paper file. She then want on to explain that she preferred the stationary big screen desktops on carts at her old office because it was on a table that could face the patient or be moved around within the room.
Post observation thoughts?
spatial layout of material objects matters
I think a big fix in the problem would be the way rooms are designed. Spatial layout of an office/room matters for the introduction of a new technology. Therefore, the reception and usage of a new technology, such as this netbook, will vary across different offices. And it’s cool to think about how even minute furniture and room layouts can make a difference.
In this instance, the only place for the doctor to place her netbook in such way that her physical paper files could also be accessed meant that her face-to-face time with her patient was compromised. Imagine if there was an extra cart in this room with a big computer screen and each doctor could plug in their own netbooks. Or imagine if all the stationary computers in each were networked so doctors didn’t have to keep track of their netbooks. This was a such a great learning moment for me in terms of witnessing how the consideration of spatial layout is especially salient for conducting comparisons in technology usage for a new tool across communities.
This reminds me of the time I spent working in the projects of the South Bronx. I had noticed that the layout of a small apartment that housed 4-8 people would’ve made it impossible for a student to use a desktop computer with broadband the same way as a student in larger apartment or home of middle-high income families.
the extent of digitization of info matters
the mobility of laptops were useful for accessing only recent notes because most of the files had yet to be scanned into computers. For all the promises that mobile tools deliver to professionals in service industries, it’s difficult to take full advantage of these tools when the entire information base of an organization has yet to be digitized. As the doctor had explained, she still had to rely on physical paper files for the patient history. The netbook was only useful for accessing recent visits. I wonder what she would’ve thought about the laptop if ALL patient histories was on it. Would she have sat down and put the netbook in her lap so that she could have more time with the patient?
human connection matters
decreased face-to-face time was the primary issue for the doctor. This was such a great example of when a technology appears to offer more mobility may work to compromise other forms of interactions that may be more valued in a certain social setting.
Mobility as a feature is neutral
There is a lot of excitement across HCI and CSCW for studies on mobilites and how digital tools can complement a more mobile lifestyle. Aside from my observation that most of these studies are on elite Western (usually Anglo) travelers or mobile workers and tend to undervalue informal economy workers who rely just as much on mobility - I think this is such an exciting area of research that has pushed me to bring the concept of mobility closer to lived practices of mobilities.
That being said, I think that it should not be considered a priori that mobility is a “good” or “desired” aspect of X. In the case of the doctor’s office, having a mobile laptop seemed to be novel technology that the doctor was obligated to carry around. Of course it was not an ideal office with patient history files still on paper format and badly designed patient rooms - but that is just the point. Rarely are technologies introduced into ideal or perfect settings. So it’s good to think more critically about the role of mobility for a specified audience and what mobility means to them. In this case, increased mobility of note taking and accessing for doctors compromised personal connections with their patients.
One of the ways I thought about this in the past was trying to think about the other end of mobile cellphones as mobility saviours - so what groups wouldn’t want to be as mobile - what situations would mobility as an option not be valued?
What came to my mind?
• cheating spouses who don’t want to be located
• paraplegics
• people who hate cellphones
yah ok this is a totally lame list - I couldn’t really come up with any other groups because I think my problem is that I live too much in a paradigm where mobility is valued and an absolute! I am one of those working professionals who travels a lot and would stop breathing if I didn’t have my cellphone or my laptop on a work day.
ok so here’s some things questions in conclusion:
• How do new technologies affect work flows?
• How do new technologies affect client/patient interaction?
• What are the compromises that are made for a more mobile lifestyle/interaction?
• How does spatial placement of objects affect technology usage?
Useful Links
• Microsoft Research on Health and Wellbing
Ethnography and Healthcare
• Multi-tasking in practice: Coordinated activities in the computer supported doctor–patient consultation. International Journal of Medical Informatics, Volume 74, Issue 6, Pages 425-436. M.Gibson, K.Jenkings, R.Wilson, I.Purves
• Clinician style and examination room computers: a video ethnography. W Ventres, R Marlin, N Vuckovic, V Stewart - Fam Med, 2005 - stfm.org.
• Mapping the integration of social and ethical issues in health technology assessment.
Lehoux P, Williams-Jones B. Int J Technol Assess Health Care. 2007 Winter;23(1):9-16.
• Making a Case in Medical Work: Implications for the Electronic Medical Record. M Hartswood, R Procter, M Rouncefield, R … - Computer Supported Cooperative Work, 2003 - portal.acm.org
I’m starting to think about how to visualize my data

I created this post on my other site, Digital Urbanisms (I just started it a few weeks ago). It’s about my current efforts to begin thinking about how to visualize my data - so it’s relevant for Cultural Bytes since this is where I talk about my research process.
Ever since I moved back to the US from China, I’ve been on a visualization craze - inspired by many of the architects and city planners that I met when I wasn’t doing fieldwork in Beijing.
What’s so great is that one of my advisors, Jim Hollan, actually teaches Information visualization!!! He introduced me to the world of Processing (visualization software). I think I should learn it - at least on some basic level in order to begin imaging how to visualize my data. Even though I want to work with a professional data visualizer, I still need to understand the depths of this software.
My reward for finishing my field exams in April is that I will be allowed to spend some time learning the program. I struggle EVERyday to not open the application. I don’t want to tell my committe that the reason why I dropped out of grad school is because I got stuck in processing world. hmmm I may have to uninstall it from my computer. yes good idea. going to do that……..now.
This post is not directly about Digital Urban Mapping - rather it’s a commentary about the state of data visualization in urban mapping. Mario Klingemann (Quasimondo), the creator of this image, made a statement that resonated with me. He notes that the current festish around data visualization may be more indicative of aesthetics being prioritized over data comprehension.
“The goals of data visualization as I understand them are to make complicated issues more understandable, to make obscured connections visible and to reveal hidden patterns in the data. After all these tasks have been solved ideally the result should be aesthetically pleasing as well.
But when I look around what is being done in data visualization today I have the suspicion that in many cases the design is more important than the actual information and that the use of data is more an excuse to justify the use of aesthetics.”
This makes me think about the world of visualization and digital mapping for visualizing urban processes. So far, my only experience with urban mapping has been with architects - professionals who tend to be great at visualizing cityscapes and not so great at observing and explaining human interaction. but hey more reasons for architects and sociologists to team up! One of the reasons why I want to work with architects is because I think sociologists are missing the imaginative, the scale, and the visual. A lot of our work gets stuck under so many theoretical barrels and methodological corners that to even begin to think about visualizing our data when we can’t even explain it in everyday language just seems overwhelming. And the very aspect that Mario brings up - about processing information - well I think that sociological studies overall (there are many exceptions) fail to really make the research understandable to a wider public.
I am afraid of my work falling into that trap as I feel that’s what graduate school has trained me to do - write in obscure language that doesn’t communicate with other disciplines or practitioners. So I’m realllly trying hard to make a commitment early on in my fieldwork to think about how to visually communicate my research.
The difficulties in visualization is that as visual objects they are excellent at showing the snapshot of situations, the state or the result or the change over time in X/Y variables. On the other foot, visuals are not as excellent at communicating processes or motivations - the cultural reasons for why X/Y happened or changed over time (more techniques are being developed to make this easier- that’s why processing is so awesome).
I wonder if all these trends towards data visualization is also a reflection of the information overload that we deal with in everyday life and a desire to just quickly get the facts and jump out before the nitty gritty details come in to overwhelm the moment. There are countless times when I’ve come across a looooooong article and I’m debating whether or not to read it and I then become really happy when I see a chart - even better when it’s a pretty chart! :) My brain just things - “get me the details - I don’t always need to know or have time to know why.”
Nothing bad can happen with trying to make data prettier right? Especially when it’s in the hands of people who care just as much about the data as the color palette.
You can read about his project here.
via @lennyjpg
GOOGLIST REALISM: The Google-China saga and the free-information regimes as a new site of cultural imperialism and moral tensions
When Google left China in early 2010, many attributed Google’s move as a valiant and moral response to the Chinese government’s strict information filtering rules. I disagreed with this point of view and wrote a post on Cultural Bytes on what I thought were the real reasons for Google’s quick departure from China.
A few months later, I was asked to keynote the New Directions in the Humanities Conference at UCLA on June 29, 2010. This gave me the chance to rethink some of the original comments I made back in early 2010. In my original post, I argued that Google failed to create successful brand recognition in the Chinese market, to launch a recognizable marketing campaign that stood out against Baidu (the reigning search engine in China), and to understand the values of non-elite users in China. I then suggested that Google should’ve put more time in understanding the cultural orientations of Chinese users before expecting services that they had originally developed for Western users to just be readily embraced by Chinese consumers.
As I started preparing for my talk, I began thinking more about why the world’s largest search engine left the largest online market. I realized that my original post only barely scraped the surface of the Google-China saga. The bigger issue was more than a matter of Google failing to conduct proper ethnography and user tests on the Chinese market. The real issue is that China and Google see the world in different ways and this informs their outlook on how access to information should be mediated. And ultimately Google assumed that their world view would eventually trump China’s.
For my keynote, I make the case that Google failed in China for two reasons. First, drawing upon the ideas that I made in my original post, I discuss how Google never created useful services for non-elite digital users based off of my ethnographic work in China.
Second, I argue that the Google-China saga is an example of a contemporary clash in moral orders centered around information politics. Google exemplifies a hacker ethic that can be traced back to Enlightenment ideals of individual achievement while China reflects Confucian cultural norms of social harmony that emerged 2,400 years ago during the early Han dynasty. A moral order rooted in Enlightenment ideals rewards rebels, while a moral order rooted in Confucian ideals rewards followers.
Access to information has become a battle site of cultural imperialism. Information politics is ultimately a struggle over meaning and symbols. Google, one of the main players, has successfully linked the commodification of information to an ethical system of social change which I call “neo-informationalism,” a retooling of neo-liberal ideals and a re-envisioning of imperialism based on information as a primary means to wealth expansion in the digital age.
My talk is split into 3 parts. I explain the history of the Google-China saga and my disclaimers in the introduction. Part 1 is about why Google failed in China due to a lack of deep cultural understanding of the market. Part 2 is about how Google and China ascribe to differing moral orders. Part 3 is about Google’s unintentional engagement in imperialism. And in my conclusion I provide directions for technologists, academics, and businesses for how to move forward with lessons from the Google-China saga.
Here’s an excerpt from Part 3 and the conclusion. Pease take a look at my talk here (pdf download here). My assertions will make much more sense when the talk is read in its entirety. I’ve also included footnotes for follow up readings in the full version. The slides that go along with my talk can be viewed/downloaded here. And some pics from the conference here, and lastly the audio from the conference talk is here.
So let’s go directly into Part 3!
*I look forward to your thoughts on this topic. Plus, this is only the beginning of the Google-China saga!
___________________________________________
PART 3
From doing business with guns, germs, and steel to computers, code, and clouds
Some business analysts, politicians, and the Western media cheered Google on for standing up to China and relocating to Hong Kong which, mind you, is still a part of China. Others thought that the sheer size of the Chinese market would sway Google to stay in China, much like Microsoft, Yahoo, and others. But I want to highlight one particular analysis.
Umair Haque, an economist and Director of the Havas Media Lab, claimed on the Harvard Business Review blog that by leaving China Google had taken an ethically motivated, not an economically motivated stance. He argued that Google’s decision gives them an
“ethical edge…that’s always been at the heart of Google’s disruptive success.” “…a Google that doesn’t play by China’s rules is a better business, which creates more thicker [sic], sustainable, meaningful value.”
In his Awesomeness Manifesto, he asserted that corporations engaged in “ethical production” are more financially successful and meaningful than those that don’t because they innovate in the name of a “higher calling” not in the name of profits.
Let’s consider Umair’s proposal on Google’s ethical edge.
I agree that Google believes that they have an “ethical edge.” They believe that they draw upon the qualities that stand opposite from evil— benevolence, compassion, and kindness— to serve their higher-calling of introducing the world to information.
But I absolutely disagree with Umair that this “ethical edge” is anything new. This is a common moral trope of colonialism, imperialism, globalization, and neo-liberalism: ethical beliefs that justify expansionary practices of extracting commodities and creating new markets in the name of a “higher calling.”
But instead of extracting spices, opium, gold, bodies, labor or oil, Google was trying to extract information from the Chinese market and then commodify that information as it provided it back to Chinese consumers — ostensibly in the name of “freedom”. The weapon of choice is no longer guns, germs, and steel, but free-information, open platforms, and distributed architectures.
Tropes of colonialism
To be fair, this “ethical edge” isn’t just being practiced by Google. It’s also practiced by countless other technology companies that make their way from the West to other continents. It’s also the very rhetoric employed by many proponents of the free and open-source software movement, the ICT4D field (Information Communication Technology for Development), and OLPC (One Laptop Per Child) community.
So I ask us, why are we so invested in the idea of Google being in mainland China? I suspect that one of the reasons is that Google’s relocation of its servers to Hong Kong opened up an existing set of anxieties among ourselves about America’s place in the global order.
But what Americans don’t get is that this openness is contingent upon America’s vision of keeping markets open, tearing down national borders, and creating an open ICT network that preserves America’s interest in being the world’s police, superpower and economic leader.
We thought that we could bring the internet to the world and the architecture would remain open. What we didn’t expect was for countries to use the internet to advance their own agendas in the same way that the US was already doing: using their own culture, policies, and system of ethics.
Algorithms of social change: new technologies, same old games
And here’s the kicker - in leaving China because the Chinese government wouldn’t conform to their rules, Google reproduced the very imperialistic behavior that have characterized the greatest imperial powers: leaving a country or region when they couldn’t get the natives to abandon their own way of thinking or adopt a new way of behaving.
What’s emerging is a new rhetoric of development and globalization in what I am calling neo-informationalism: the belief that information should function like currency in free-market capitalism - border-less, free from regulation, and mobile. The logic of neo-informationalism rests on an moral framework that is tied to what Morgan Ames calls “information determinism,” the belief that free and open access to information can create social change. This moral framework of neo-informationalism is so naturalized that Google and like-minded companies work their way around the world unquestioned for their position on open information. Phrases such as “information wants to be free” reflect the techno-anthropomorphizing of information, a necessary step in naturalizing any neo-informationalist agenda.
Neo-informationalism is a re-visioning of a non-redistributive laissez-faire ideology of modernization theory transplanted into Western technologies that assumes surely people cannot be self-sufficient without unlimited access to the tools that connect them to the world wide web. Underlying this ideology is the notion that information openness and market openness are inseparable and non-mutually exclusive. Information openness can only be achieved through free-market conditions.
This is a model of social change that puts faith in objects, not in governance processes. Neo-informationalism and neo-liberalism work symbiotically to create what Wendy Brown calls the governed citizen who seeks solutions in products as opposed to the political process. While Wendy wasn’t speaking of technological objects per se, I make the case that this is indeed a variant of the hacker ethic; social change is made through direct programming of software code and interaction with technological devices while maintaining distance from the state.
What I want to point out is that while this is a very reasonable process being accomplished by very reasonable people — Westerners creating products and policies for Westerners - I am not comfortable with pushing this belief on others in the name of a “higher calling.” This is a simply a redux of cultural imperialism that says “we know better than you, and if you don’t believe us, too bad you have no choice, because we’re offering you emancipation by giving you access to our Internets.”
We should question any ethical system that reproduces a familiar trope of colonialism. Whereas past waves of imperialism used Religion, Science, or Globalization as a rhetoric of development, the new rhetoric of neo-informationalism is used as a guiding principle for entering new regions—ethical principles that can be used as proxies for pushing our belief system onto other people. As a result, the work can be less about free information and unlimited compassion and more about desires for free-access to new markets and new commodities.
CONCLUSION
Create understanding
So does this mean that we have to give up on Google? No, the world doesn’t work in binaries and neither should you nor I. I depend on Google for most of on my online communication. I’m known among my friends as a Google evangelist. I force my friends onto gmail and its amazing filtering capabilities. I heart Google and could talk about its services ad naseum. But while I love the technical aspects of Google’s products, I am at the same time critical of the limits and affordances of its technologies. Technologies are never just technologies. They are machines laden with cultural expectations imbued by their creators.
But herein lies my fear: What if we start thinking that there is no alternative to the institution of Google? What if the “Google model” starts to become what we think of as the most natural way to do things? We need to question any ”reality that presents itself as natural”and that includes something as apparently innocuous as Google.
We need to make sure that we don’t succumb to Googlist Realism. Much like Capitalist Realism, the belief that there is no alternative to the reality of capitalism as a way of life, Googlist Realism is the belief that there is no alternative to Google as our search engine and as our gatekeeper of information. The belief that capitalism can improve life is now supplanted by the free-information regimes of neo-informationalism - the belief that unfettered information access is life.
Google has successfully linked the commodification of information to an ethical system of social change. This rhetoric is so strong that I worry that we could lose our imagination for any other form of information reality or social change outside of a Google-like model. I also worry that those who question this model will be framed as enemies of freedom, information, and social change.
Google and China have their own visions for the social life of information and for the role of information in society. We should be equally critical of a corporation with algorithms that create a consensual consumer culture based on advertising clicks as we are of a country with policies that create a consensual citizenry based on obedience through a paternalistic form of governance.
But we should also be equally hopeful of a corporation with digital applications that create access to information that was reserved for the privileged as we are of a country with social policies that empower people to explore their talents and scale their services through government-supported, free-market entrepreneurship.
Summarizing the five main points that I’ve made today
1. As countries create their own internet policies, information politics will become a key site of contestation in a globally networked society.
As corporations and governments use the ethics of neo-informationalism to look for new markets and cheap labor, some countries will also counter these efforts with their own ethics. Capitalist growth depends not only on the physical architecture of ICTs, but also on the reach of an ethical system to support the open use of ICTs. Ethics do matter. In the absence of religious or governmental heroes, the digital economy also needs its own goddesses.
Just as we’ve created public institutions to regulate, debate, and check transnational corporations in times of excess neo-liberalism, we’ve got to create similar institutions for information in times of excess neo-informationalism. As Theodore Porter demonstrated in his insightful work on accounting as a system of information and a site of ethical battles, “the history of information is almost synonymous with the history of large enterprises.”
2. Information disjunctures will increasingly fall along moral and ethical disagreements between institutions, reflecting tensions in regional values and beliefs.
Institutions that mediate information will increasingly have to deal with a diversity of moral orders that are regionally specific, originally proposed in the the “Górniak hypothesis” in 1996. We have to realize that just like any other institution, the internet will be implemented and used in such a way that it maps onto existing social forces, institutions, and values.
That is why understanding regional internet culture is important.
Here I draw upon institutional theory and in particular Philip Agre’s amplification model of how new institutions don’t necessarily create new social behaviors, rather they amplify existing ones. This theory explains why Google has not “changed” China to become a nation modeled in the image of the US. Even something as open as the internet will be localized. This is because 1.) not all people/countries are the same and 2.) not all sovereign nations will welcome neo-informationalism as envisioned by the West. Many countries and individuals are suspicious of how “The World Bank, the International Monetary Fund, the World Trade Organization, alongside the U.S. Trade Representative, the Federal Communications Commission, and other apostles of neo-liberalism, used multiple levers to pry open global networking to corporate-commercial investment” argues Dan Schiller.
3. I also argue that what’s at stake in the clashes of moral orders is the determination of meaning. Google isn’t just an information processing entity, it is a meaning-making entity.
As a meaning-making institution, Google is in the business of standardizing and universalizing the domination of “autonomous [and public] information” as attached to democracy, liberation, and excellence (Porter 228). Whoever controls information and the means of dissemination, controls meaning and the symbols associated with it—hence culture.
For nation-states, culture becomes an even more powerful instrument of social control which will increasingly be mediated through digital means.
For corporations, culture becomes an an ever more powerful instrument of profit and this will increasingly be mediated over digital information spaces where our desires and preferences can be sorted and indexed.
4. There is a diversity in cultural orientations and they matter in how technologies are used, received, and created.
As companies start designing more software for a diversity of communities and conditions around the world, there is a greater need to understand how culture is exhibited in emotive and tangible ways. We can no longer ascribe to traditional binaries that place culture on a local level and money on a global scale. However geographically stationary some groups may be, ideas and energies are mobile. But this does not necessarily mean that mobility leads to greater flows in cooperation, rather it can also lead to greater fluxes in stability. A nuanced understanding of cultural orientations as an ongoing narrative will be required to navigate this space.
5. Institutions will continue to make attempts to bound the internet. But in a digitally-mediated network society where communication streams and physical contact are more frequent than ever, it becomes harder to maintain silos of communication. The digital mobility of ideas, people, and images means that moral orders are coming into contact with each other.
As information, culture, symbols, and ideas become more mobile, it will become harder for any entity to unilaterally enforce their own moral orders. Because of this, we’re going to see more collisions in moral orders as information becomes destabilized and detached from its geographic point of origin.
The internet is a host to amazing forms of participatory culture and will continue to be so precisely because its network architecture allows a diversity of interactions to take place - from gated communities to open spaces. Nation-states can try to create a bounded internet, but with some people and ideas more mobile than ever before, it becomes harder to enforce global digital walls.
In a digitally mediated world, the logics of replication do not function according to a mechanical order. A la Gilles Deleuze, Manual de Landa, and Felix Guattari, I think of Lucretius’s quote on atoms:
“When atoms are traveling straight down through empty space by their own weight, at quite indeterminate times and places, they swerve every so little from their course, just so much that you would call it a change of direction. If it were not for this swerve, everything would fall downwards through the abyss of space. No collision would take place and no impact of atom on atom would be created. Thus nature would never have created anything.”
As the moral orders of nations collide, some will clash and some will cohere. But the guarantee is that something is going to happen. It’s already started and we’re going to need people to deconstruct this and place what’s happening in context amid all the noise.
Values in our technologies
Let us be attentive to the values that shape the way we interact with information and the architectures that mediate it.
Today I’ve talked about how beliefs and values are layered onto our technologies and inform our expectations for how they are used. These technologies are never just technical, but they are social and luckily for us they are observable.
A few week ago, Steve Jobs, the CEO of Apple said, ”We’re not just a tech company, even though we invent some of the highest technology products in the world,” he said. ”It’s the marriage of that plus the humanities and the liberal arts that distinguishes Apple.”
Let us be in dialogue with Steve Jobs and Google with some liberal arts magic. Kant, Bentham, and Descartes drew up a new ethical order at the turn of the Industrial Revolution that was a response to the social transformation from the printing age. This is happening now for the interneting age. The liberal arts is positioned with the analytical tools to be part of this dialogue. We should be doing all that we can to make our work public.
We cannot just leave this agenda to the technologists. We cannot let the new myths about freedom and information to pass without question. We must use critical theory, ethnographic methods, and common-sense to question how cultural values play out, in and around technology. Values not only reproduce contemporary tensions, but they are also sites of contestation.
*UPDATE: here are some articles published after my talk (June 29, 2010) that I think are worth the read
- July 23, 2010. Paul Denlinger. Google China Is Struggling To Rebuild Its Business
- July 15, 2010. Paul Denlinger. Who Won in Google’s Showdown with China?
- July 10, 2010. Kai Pan. Henry Blodget Doesn’t Know Crap About the Google China Drama.
- July 11, 2010. Paul Denlinger China: Google backed Down Over Censorship Laws










