CollaborativeFutures

Introduction

Anonymous

13 of the 41 entries in the Sekrit Code of Anonymous

In this section we're breaking the first two rules of the Sekrit Code of Anonymous <tiny.booki.cc/?Sekrit>. When others have done this in the past it has brought down the wrath of this shadowy group of anonymous individuals, causing public humiliation, hacked servers, and other florid forms of chaos.

Anonymous is a collection of individuals that post anonymously on /b/ <img.4chan.org/b/>, a section of the image board 4chan.org. When you post content on a typical message board, you are often required to enter your name. If you don't, your entry is attributed to "anonymous". On /b/ everyone posts as "anonymous". The collective actions of users identified with the name anonymous aggregates into the collective identity Anonymous.

The majority of Anonymous' activity is visible only to Anonymous. The members trade images and jokes between one another on 4chan and other sites. They traffic in pornography, shock imagery, and inane jokes. They collect and distribute the oddities of the web. However, Anonymous is also responsible for occasional external, organized actions – ranging from pranks done "for the lulz", to large scale activist projects. The most visible and longest lived of such projects is called Project Chanology, and is a large scale, distributed war on The Church of Scientology. The first major incident in this war was Anonymous' distribution of a "internal-use only" video featuring Tom Cruise, and Scientology's attempted suppression of the same. Soon after, the declaration of war was made formal, and posted to YouTube (anonymously, of course). Narrated by a text-to-speech generator, the video outlines Anonymous' issues with Scientology:

"Hello, Scientology. We are Anonymous.

Over the years, we have been watching you. Your campaigns of misinformation; suppression of dissent; your litigious nature, all of these things have caught our eye. With the leakage of your latest propaganda video into mainstream circulation, the extent of your malign influence over those who trust you, who call you leader, has been made clear to us. Anonymous has therefore decided that your organization should be destroyed. For the good of your followers, for the good of mankind--for the laughs--we shall expel you from the Internet and systematically dismantle the Church of Scientology in its present form. We acknowledge you as a serious opponent, and we are prepared for a long, long campaign. You will not prevail forever against the angry masses of the body politic. Your methods, hypocrisy, and the artlessness of your organization have sounded its death knell."
<www.youtube.com/watch?v=JCbKv9yiLiQ>

Since then, Anonymous has mounted repeated electronic attacks on Scientology websites, coupled with large scale protests outside of Scientology centers across the world. Throughout this large scale, coordinated, goal oriented collective action no one has emerged as the leader to speak for the group. In fact, no one has spoken to the press at all, though the press has reported extensively on the events. The only communiques come in the form of anonymously posted videos and anonymous posts to /b/ with instructions for when to protest, how to conduct yourself during the protests, what to wear, etc.

In this book we attempt to articulate what constitutes a collaboration. We argue that rules for participation, established guidelines for attribution, organizational structure and leadership, and clear goals are necessary for collaboration. In most cases, when we think of these attributes, we think of manifestos of artist and activist groups, attempts to govern attribution by formal licenses like the Free Culture and Free Software licenses, Debian's formal decision making process, or Eric Raymond's notion of a Benevolent Dictator that characterizes Linus Torvald's governance over Linux.

What is fascinating about Anonymous, is that at first glance, it appears they have none of these: They are often portrayed as a band of predominantly young white male renegade hackers raining chaos on random corners of the Internet with no logic or reason. They have even been called Terrorists. But in fact, their Sekrit Code establishes clear rules. Participation requires posting as Anonymous and not talking about Anonymous. Attribution is strictly collective and anonymous under a unified group identity. The organizational structure is clear: There are no "leaders nor anyone with any higher stature." The code even establishes goals: "the lulz."

Anonymous has operated under rules that are directly opposed to the rules that have governed most successful large-scale collaborations. How then do goals as broadly defined as "the lulz" become defined and articulated into a goal like the intent to "systematically dismantle the Church of Scientology"? How can an organization with no leaders articulate and execute such an ambitious and "long, long campaign"? How can the enforced absence of any structure as a governing principle result in such effective and coordinated action?

Is this a collaborative future?

How this Book is Written

"Collaboration on a book is the ultimate unnatural act."
Tom Clancy

This book was written over 5 days (Jan 18-22, 2010) during a Book Sprint in Berlin. 7 people (5 writers, 1 programmer and 1 facilitator) gathered to collaborate and produce a book in 5 days with no prior preparation and with the only guiding light being the title 'Collaborative Futures'.

These brave collaborators were: Mushon Zer-Aviv, Michael Mandiberg, Mike Linksvayer, Marta Peirano, Alan Toner, Aleksandar Erkalovic (programmer) and Adam Hyde (facilitator).

The event was part of the 2010 transmediale festival (http://www.transmediale.de). At the time of writing 200 copies are planned to be printed next week through a local print on demand service and distributed at the festival.

Many thanks to Stephen Kovats who supported this enterprise with conviction. Without Stephen's commitment to the project it would not have been possible.

Also thanks to Laleh Torabi for designing the cover.

A brief outline of the calendar, methodology and participants follows.

What is a Book Sprint?

"A book is a place where readers and writers meet"
Bob Stein, Institute for the Future of the Book 

The Book Sprint concept was devised by Tomas Krag. Tomas conceived of book production as a collaborative activity involving substantial donations of volunteer time.

Tomas pioneered the development of the Book Sprint as a 4 month+ production cycle, while Adam Hyde, founder of FLOSS Manuals, was keen to continue with the idea of an "extreme book sprint," which compressed the authoring and production of a print-ready book into a week-long process.

During the first year of the Book Sprint concept FLOSS Manuals experimented with several models of sprint. So far about 16 books have been produced by FLOSS Manuals sprints, some of these were 5 day sprints, but there have also been very successful 2 and 3 day events.

Because Book Sprints involve open contributions (people can contribute remotely as well as by joining the sprint physically) the process is ideally matched to open/free content. Indeed, the goal of FLOSS Manuals embodies this freedom in a two-fold manner: it makes the resulting books free online, and focuses its efforts on free software.

FLOSS Manuals has produced many fantastic manuals in 2-5 day Book Sprints. The quality of these books is exceptional, for example Free Software Foundation Board Member Benjamin Mako Hill said of the 280 page Introduction to the Command Line manual (produced in a two day Book Sprint):

"I have written basic introductions to the command line in three different technical books on GNU/Linux and read dozens of others. FLOSS Manual's "Introduction to the Command Line" is at least as clear, complete, and accurate as any I've read or written. But while there are countless correct reference works on the subject, FLOSS's book speaks to an audience of absolute beginners more effectively, and is ultimately more useful, than any other I have seen."

But Collaborative Futures is markedly different. The difference between the Collaborative Futures and other Book Sprints is that this is the first sprint to make a marked deviation from creating books which are primarily procedural documentation. To ask 5 people who don't know each other to come to Berlin and write a speculative narrative in 5 days when all they have is the title is a scary proposition. To clearly define the challenge we did no discussion before everyone entered the room on day 1. Nothing discussed over email, no background reading. Nothing.

Would we succeed? It was hard to consider this question because it was hard to know what might constitute success. What constituted failure was clearer -  if those involved thought it was a waste of time at the end of the 5 days this would be clear failure. All involved had discussed with the facilitator the possibility that the project might fail (transmediale also discussed this with the facilitator).

Additionally, as if this was not hard enough, we decided to use the _alpha_ version of a new collaborative platform 'Booki' (http://www.booki.cc). One of the Booki developers (there are two) – Aleksandar Erkalovic – joined the team in Berlin to bug fix and extend the platform as we wrote.

We also had to develop new methodologies for this sprint. Try new things out, test ideas and review their effectiveness. All in 5 days.

As a result we have a book, a vastly improved (free) software platform, happy participants, and clear ideas on what new methods worked and what didn't. We look forward to your thoughts and contributions... 

The Calendar

Day one consisted of presentations and discussions.

During this first day we relied heavily on traditional 'unconference' technologies – namely colored sticky notes. With reference to Unconferences we always need to tip the hat to Allen Gunn and Aspiration for their inspirational execution of this format. We took many ideas from Aspiration's Unconferences during the process of this sprint and we also brought much of what had been learned from previous Book Sprints to the table.

First, before the introductions, we each wrote as many notes as we could about what we thought this book was going to be about. The list consists of the following:

Then each presented who they were and their ideas and projects as they are related to free culture, free software, and collaboration. The process was open to discussion and everyone was encouraged to write as many points, questions, statements, on sticky notes and put them on the wall. During this first day we wrote about 100 sticky notes with short statements like:

...and other cryptic references to the thoughts of the day. We stuck these notes on a wall and after all of the presentations (and dinner) we grouped them under titles that seemed to act as appropriate meta tags. We then drew from these groups the 6 major themes. We finished at midnight.

Day two – 10.00 kick off and we simply each chose a sticky note from one of the major themes and started writing. It was important for us to just 'get in the flow' and hence we wrote for the rest of the day until dinner. Then we went to the Turkish markets for burek, coffee and fresh Pomegranates.

The rest of the evening we re-aligned the index, smoothed it out, and identified a more linear structure. We finished up at about 23.00

Day three – At 10.00 we started with a brief recap of the new index structure and then we also welcomed two new collaborators in the real-space – Mirko Lindner and Michelle Thorne. Later in the day, when Booki had been debugged a lot by Aco, we welcomed our first remote collaborator – Sophie Kampfrath. Then we wrote... at the end of the day we restructured the first two sections, did a word count (17,000 words) and made sushi.

After sushi we argued about attribution and almost finished the first two sections. Closing time around midnight.

Day four – A late start (11.00) and we are also joined by Ela Kagel, one of the curators from transmediale. Ela presented about herself and transmediale and then we discussed possible ways Ela could contribute and we also discussed the larger structure of the book. Later Sophie joined us in real space to help edit and also Jon Cohrs came at dinner time to see how he could contribute. Word count at sleep time (22.00): 27,000.

Day five – The last day. We arrived at 10.00 and discussed the structure. Andrea Goetzke and Jon Cohrs joined us. We identified areas to be addressed, slightly altered the order of chapters, addressed the (now non-existent) processes section, and forged ahead. We finished 2200 on the button. Objavi, the publishing engine for Booki, generated a book-formatted PDF in 2 minutes. Done. Word count ~33,000

Collaborators

The starting 7 included:

Mushon Zer-Aviv is a designer, an educator and a media activist from Tel-Aviv, based in NY. His work explores media in public space and the public space in media. In his creative research he focuses on the perception of territory and borders and the way they are shaped through politics, culture, networks and the World Wide Web. He is the co-founder of Shual.com – a foxy design studio; ShiftSpace.org – an open source layer above any website; YouAreNotHere.org – a dislocative tourism agency; Kriegspiel – a computer game based on Guy Debord’s Game of War; and the Tel Aviv node of the Upgrade international network. Mushon is an honorary resident at Eyebeam – an art and technology center in New York. He teaches new media research at NYU and open source design at Parsons the New School of Design.

Mike Linksvayer is Vice President at Creative Commons, where he started as CTO in 2003. Previously he co-founded Bitzi, an early open data/open content/mass collaboration service, and worked as a web developer and software engineer. In 1993 he published one of the first interviews with Linus Torvalds, creator of Linux. He is a co-founder and currently active in Autonomo.us, which investigates and works to further the role of free software, culture, and data in an era of software-as-a-service and cloud computing. His chapter on "Free Culture in Relation to Software Freedom" was published in FREE BEER, a book written by speakers at FSCONS 2008. Linksvayer holds a degree from the University of Illinois at Urbana-Champaign in economics, a field which continues to strongly inform his approach. He lives in Oakland, California.

Michael Mandiberg is known for selling all of his possessions online on Shop Mandiberg, making perfect copies of copies on AfterSherrieLevine.com, and creating Firefox plugins that highlight the real environmental costs of a global economy on TheRealCosts.com. His current projects include the co-authored groundbreaking Creative Commons licensed textbook "Digital Foundations: an Intro to Media Design" that teaches Bauhaus visual principles through design software; HowMuchItCosts.us, a car direction site that incorporates the financial and carbon cost of driving; and Bright Bike, a retro-reflective bicycle praised by treehugger.com as “obnoxiously bright.” He is a Senior Fellow at Eyebeam, and an Assistant Professor at the College of Staten Island/CUNY. He lives in, and rides his bicycle around, Brooklyn. His work lives at Mandiberg.com.

Marta Peirano writes about culture, science and technology for the Spanish media, encompassing newspapers, online journals and printed magazines. She is a long term contributor and founder of the online media arts journal Elástico and is the author of "La Petite Claudine", a widely read blog in the Spanish language about art, literature, free culture, pornography (and everything in between). In 2003 and 2004 she directed the Copyfight Festivals in Spain (CCCB, Santa Mónica) with her collective Elástico, a symposium and exhibition that investigated alternative models of intellectual property. Marta has given numerous lectures and workshops on free culture, digital publishing tools and journalism at festivals and universities. She recently published "El Rival de Prometeo", a book about Automatas and the engineering of the Enlightenment. She currently lives in Berlin and is working on a second book.

Alan Toner was born in Dublin and studied law in Trinity College Dublin and NYU Law School, where he was later a fellow in the Information Law Institute and the Engelberg Center on Law and Innovation. His research is focused on the  countervailing impact of peer processes and information enclosure on cultural production and social life. In 2003 he worked on the grassroots campaign 'We Seize!' challenging the UN World Summit on the Information Society; he has participated extensively in grassroots media and information freedom movements. Since 2006 he has also worked in documentary film, including co-writing and co-producing "Steal This Film 2" (2007). In 2008 he co-created the archival site http://footage.stealthisfilm.com/. Currently he's writing a book on the history of economic and technological control in the film industry. Sometimes he can be found near Alexanderplatz, and at http://knowfuture.wordpress.com/.

Aleksandar Erkalovic is renown internationally in the new media arts and activist circles for the software he has developed. He used to work in Multimedia institute in Croatia, where he was the lead developer of a popular NGO web publishing system (TamTam). Aleksander has a broad spectrum of programming experience having worked on many projects from multiplayer games, library software, financial applications, artistic projects, and web site analysis applications, to building systems for managing domain registration. Aleksander was for a long time the sole programmer for FLOSS Manuals and is now leading the development (together with Adam Hyde and Douglas Bagnall) of a new GPL-licensed type of collaborative authoring and publishing platform called 'Booki'. Aleksander's new media artistic collaborations have won many awards, as well as being extensively exhibited internationally. Aleksander also organises creative and educative workshops directed to young people, experts, and amateurs that are interested in the software he has developed and free software in general. He is currently also employed by Informix in Zagreb, Croatia.

Adam Hyde <adam[at]flossmanuals.net> was for many years a digital artist primarily exploring digital-analog hybrid broadcast systems. These projects included The Frequency Clock, Polar Radio, Radio-Astronomy, net.congestion, re:mote, Free Radio Linux, Wifio, Paper Cup Telephone Network, Mobicasting, Silent TV and others. Many of these projects have won awards and have been widely exhibited internationally. Since returning from a residency in Antartica in 2007 Adam founded FLOSS Manuals and has been focused on increasing the quantity and quality of free documentation about free software through FLOSS Manuals, exploring emerging methodologies for collaborative book production (Book Sprints), and developing Booki with Aleksander and Douglas. Adam has facilitated over 16 Book Sprints, is also the co-founder (with Eric Kluitenberg) of the forthcoming Electrosmog Festival for Sustainable Immobility and facilitator of the forthcoming Arctic Perspectives technology cahier.

The cover design is by Laleh Torabi. Laleh is a designer and illustrator based in Berlin and has been the designer for transmediale for several years. Her website is <www.spookymountains.com>. Her latest book "Die Freiheit der Krokodile" (The Freedom of the Crocodiles) has just been released by Merve Verlag, Berlin. 

Those that joined later include:

Ela Kagel – an independent cultural producer and curator in Berlin. She is curator of Public Art Lab, initiator of Upgrade! Berlin, co-initiator of Mobile Studios and program curator of transmediale10.

Michelle Thorne – International Project Manager at Creative Commons, coordinating over fifty jurisdictions worldwide to localize and promote the Creative Commons licensing suite worldwide. Michelle co-organizes the Berlin salon series OpenEverything Fokus and also the network and festival atoms&bits. She holds a B.A. in Critical Social Thought and German Studies from Mount Holyoke College and is based in Berlin, Germany.

Mirko Lindner – an Open Everything advocate, active in FLOSS, Free Culture as well as Copyleft Hardware. His involvements range from Creative Commons Sweden over FSCONS to paroli on the Neo Freerunner. His main project right now is Sharism at Work. His areas include communication, design, planning as well as small-scale development surrounding the Ben NanoNote and the company's infrastructure. Mirko is a founding member of Sharism at Work.

Sophie Kampfrath – a Berlin based student of German literature, linguistics and philosophy. Being interested in new ways of working evoked by web technologies, she joined the atoms&bits network (http://atomsandbits.net/). Atoms&bits is about the impact of virtual and net developments on, and interleaves with, the physical world. Another aspect of this is the work on and with the Hallenprojekt (http://hallenprojekt.de), a platform and network bringing together co-working spaces and people.

Jon Cohrs – a recording engineer and visual/sound artist who lives in Brooklyn, NY. Through residencies, installations, and performances at I-Park, Banff New Media Institute, Futuresonic, and Eyebeam, his work has focused on exploring technology and its connection with wilderness through his documentary "The Door to Red Hook: Backpacking through Brooklyn", his website ANewF*ckingWilderness.com, and the 2009 Futuresonic Art Award winner, the Urban Prospector. Most recently, he’s been an artist in residence at the Eyebeam Atelier working on 'OMG I’m on .TV'. This is an analog Pirate TV station in New York City that fills the void left behind after the digital transition, addressing the evolution of media, fan based culture, copyrights, and discussions on bandwidth allocation. OMG TV was used as a reference in a Supreme Court amicus brief on creativity and copyright.

Andrea Goetzke – Berlin-based curator, consultant and organizer of events and projects, and part of newthinking communications. She has engaged in several projects in the area of open source approaches and digital culture, like the openeverything event series or the all2gethernow camp, a participatory event on new strategies in music and culture. 

Patrick Davison contributed the opening chapter remotely (from New York). Patrick is a digital artist living in Brooklyn, NY. As one half of group What We Know So Far he researches and presents on Internet memes, digital ephemera, modern information culture, community, love, and time travel. He works with Eyebeam Senior Fellow Michael Mandiberg to research, create, and document work, and collaborated with FLOSS Manuals during their participation in Wintercamp 2009.

Jonah Bossewitch contributed the Multiplicity and Social Coding Chapter via email. Jonah is a doctoral candidate in Communications at Columbia's School of Journalism. He also works full-time as a technical architect for Columbia's Center for New Media Teaching and Learning (CCNMTL). He is investigating the politics of memory, surveillance, and transparency and their intersection with corruption in the pharmaceutical industry. Jonah has over a decade of experience as a professional free software developer and a vocal advocate for free culture, mad pride, and social justice. He completed an MA in Communication and Education at Teachers College (’07) and graduated from Princeton University (’97) with a BA Cum Laude in Philosophy and certificates in Computer Science and Cognitive Studies. He blogs at alchemicalmusings.org.

How to write this book

To contribute, follow these steps:

1. Register

Register at Booki:
http://www.booki.cc

Please remember Booki is pre-release alpha software and may prove unstable.

2. Contribute!

Select the book via the following URL:
http://www.booki.cc/collaborativefutures/edit

For discussing all things about Booki and Collaborative Futures join the FLOSS Manuals mailing list:
http://lists.flossmanuals.net/listinfo.cgi/discuss-flossmanuals.net

Background Concepts

Assumptions

"Xerography - every man's brainpicker - heralds the times of instant publishing. Anybody can now become both author and publisher. Take any books on any subject and custom-make your own book by simply xeroxing a chapter from this one, a chapter from that one - instant steal!

As new technologies come into play, people become less and less convinced of the importance of self expression. Teamwork succeeds private effort. "
Marshall McLuhan

 

 

This book was written in a collaborative Book Sprint by six core authors over a five-day period in January 2010. The six starting authors each come from different perspectives, as are the contributors who were adding to this living body of text.

To begin looking at those futures, we look back to others who have looked into the future. Marshall McLuhan's quote above, from "The Medium is the MESSAGE" give us our first clue about all of these assumptions we are making. We are talking about media, we are talking about freedom, we are talking about technologies, and we are talking about culture. 

McLuhan's prophetic utterance, several decades before the photocopier fueled the punk cut-up design aesthetic, or the profusion of home-brew zines, is still a prophecy unmet. We are still chasing it. Mainstream culture continues to consolidate around block buster films, books, and music. Copyright restrictions make it harder and harder to exercise the creative power of these reproduction tools without breaking increasingly restrictive intellectual property rights laws.

But one thing is unanimously true: "Teamwork succeeds private effort."

The key assumptions we are making in this text are that we are talking about new technologies, that technology is not necessarily computers, that digital media makes it easier to collaborate across distance, but that it also makes barriers to collaboration more apparent.

We are focused on collaboration that shares similar progressive social goals, and collaboration that is 'free' or 'open' rather than hierarchical production models.

We also see a potential threshold between teamwork and collaboration, and between sharing and collaboration.

We are interested in new forms of social organization through online networks. We are excited by the possibility of digital technology to bridge distances: we had collaborators writing this book with us from many corners of the world.

The proliferation of communication networks allows this, as does the invention of new tools for collaboration, but we are also quick to assert that the removal of distance makes other barriers more apparent. 

What this book is not...

Despite the fact that 'collaborative' has been a buzzword in the art world in recent years, we dedicated little time to it.

Given the complex history of collectivist movements, and the web of relationships present in artists studios and workshops, this was probably advisable.

Collaboration also lies at the heart of the firm, but given the dominance of money in determining participation and the involuntary aspect of work, this aspect is often neglected.

Today the language of 'communities of practice', organization in 'teams', 'self-organised clusters' is ubiquitous in the corporate sphere, as are attempts to enable or capitalise on end-user participation in the production cycle. But this book is not about that.

Finally, collective political movements formed a key force of the twentieth century, and embodied vital instantiations of collaboration. What is to be learned from that history, and how movements are adapting to, or challenged by, the new techniques and organizational forms, represents a vast domain of research beyond the reach of what follows.

A Brief History of Collaboration

"Whenever a communication medium lowers the costs of solving collective action dilemmas, it becomes possible for more people to pool resources. And “more people pooling resources in new ways” is the history of civilization in…seven words."
Marc Smith, Research sociologist at Microsoft

 

This book is about the future of collaboration; to get there, it is necessary to understand collaboration's roots.

It is impossible to give a full history in the context of this book; we instead want to highlight a few key events in the development of collaboration that directly inform the examples we will be looking at.

Most of these stories are well known, so we decided to keep them short. They are all very well documented, so these descriptions should be great starting points for further research.

Anarchism in the Collaboratory

Anarchist theory provides some of the background for our framing of autonomy and self organization.

This is recapitulated by Yochai Benkler, one of the leading modern theorists of open collaboration, in his book The Wealth of Networks: How Social Production Transforms Markets and Freedom:

"The networked information economy improves the practical capacities of individuals along three dimensions: (1) it improves their capacity to do more for and by themselves; (2) it enhances their capacity to do more in loose commonality with others, without being constrained to organize their relationship through a price system or in traditional hierarchical models of social and economic organization; and (3) it improves the capacity of individuals to do more in formal organizations that operate outside the market sphere. This enhanced autonomy is at the core of all the other improvements I describe. Individuals are using their newly expanded practical freedom to act and cooperate with others in ways that improve the practiced experience of democracy, justice and development, a critical culture, and community.

...

[M]y approach heavily emphasizes individual action in nonmarket relations. Much of the discussion revolves around the choice between markets and nonmarket social behavior. In much of it, the state plays no role, or is perceived as playing a primarily negative role, in a way that is alien to the progressive branches of liberal political thought. In this, it seems more of a libertarian or an anarchistic thesis than a liberal one. I do not completely discount the state, as I will explain. But I do suggest that what is special about our moment is the rising efficacy of individuals and loose, nonmarket affiliations as agents of political economy."

Science to Software

Although the history of science is intertwined with those of states, religions, commerce, institutions, indeed the rest of human history, it is on a grand scale the canonical example of an open collaborative project, always struggling for self-organization and autonomy against pressure from state, religion, and market, in a quest for a common goal: to discover the truth. Collaboration in science also occurs at all timescales and levels of coupling, from deeply close and intentional collaboration between labs to opportunistic collaboration across generations.

The last half millennium produced innumerable examples of interesting collaboration in addition to the great scientific endeavour. However, none is as cogent in informing and driving contemporary collaboration as the Free Software movement, which provides much of the nuts and bolts immediate precedent for the kinds of collaborations we are talking about – and often provides the virtual nuts and bolts of these collaborations!  The story goes something like this: Once upon a time all software was open source. Users were sent the code, and the compiled version, or sometimes had to compile the code themselves to run on their own specific machine. In 1980 MIT researcher Richard Stallman was trying out one of the first laser printers, and decided that because it took so long to print, he would modify the printer driver so that it sent a notice to the user when their print job was finished. Except this software only came in its compiled version, without source code. Stallman got upset – Xerox would not let him have the source code. He founded the GNU project and in 1985 published the GNU Manifesto. One of GNU's most creative contributions to this movement was a legal license for free software called the GNU Public License or GPL. Software licensed with the GPL is required to maintain that license in all future incarnations; this means that code that starts out freely licensed has to stay freely licensed. You cannot close the source code. This is known as a Copyleft license.

Mass Collaborations

Debian is the largest non-market collaboration to emerge from the free software movement.

Beginning in 1993, thousands of volunteer developers have maintained a GNU/Linux operating system distribution, which has been deeply influential well beyond its substantial deployments.

Debian has served as the basis for numerous other distributions, including the most popular for the past several years, Ubuntu. Debian is also where many of the pragmatics of the free software movement were concretized, including in the Debian Free Software Guidelines in 1997, which served as the basis of the Open Source Definition in 1998.

In 1995 Ward Cunningham created the first wiki, a piece of software that allowed multiple authors to collaboratively author documents. This software was used especially to hold meta-discussions of collaboration, in particular on MeatballWiki. Dozens of wiki systems have been developed, some with general collaboration in mind, others with specific support for domain-specific collaboration, for example Trac for supporting software development. In 2001 Wikipedia was founded, eventually becoming by far the most prominent example of massive collaboration.

Web 2.0 is bullshit

 

Although they have a fairly distinct heritage, Wikipedia and wikis in general are often grouped with many later sites under the marketing rubric "Web 2.0".

While many of these sites have ubiquitous "social" features and in some cases are very interesting collaboration platforms, particularly when considering their scale, all have extensive precedents.

The Web 2.0 term is directly borrowed from software release terminology.

It implies a major "dot release" of the web – an all encompassing new version, headed by the proprietary new media elite (the likes of Google, NewsCorp, Yahoo, Amazon) that passive web users, still using the old "1.0 version", should all upgrade to. "Web 2.0" also gave birth to the use of "Web 1.0" which stands for conservative approaches to using the web that are merely attempting to replicate old offline publishing models.

More than anything else this division of versions implies a shift in IT business world – an understanding that a lot of money can be made from web platforms based on user production.

This new found excitement of the business sector has brought a lot of attention to these platforms and indeed produced some excellent tools.

But the often too celebratory PR language of these platforms has affected their functionality, reducing our social life and our peer production to politically correct corporate advertising. Sharing, friendship, following, liking, poking, democratizing... collaborating.

These new platforms use a pleasant social terminology in an attempt to attract more users.

But this polite palette of social interactions misses some of the key features that the pioneering systems were not afraid to use.

For example, while most social networks only support binary relationships, Slashcode (the software that runs Slashdot.org, a pioneer of many features wrongly credited to "Web 2.0") included a relationship model that defined friends, enemies, enemies-of-friends, etc.

The reputation system on the Advogato publishing tool supported a fairly sophisticated trust metric, while most of the more contemporary blog platforms support none.

Web 3.0 is also bullshit

"The future is already here – it is just unevenly distributed."
William Gibson

 

One might argue that Web 2.0 has popularized collaborative tools that have been earlier accessible only to a limited group of geeks. It is a valid point to make.

Yet the early social platforms like IRC channels, Usenet and e-mail have been protocol based and were not owned by a single proprietor.

Almost all of the current so called Web 2.0 platforms have been built on a centralized control model, locking their users to be dependent on a commercial tool.

We do see a turn against this lock-in syndrome.

The past year have seen a shift in attention towards open standards, interoperability and decentralized network architectures.

The announcement of Google Wave is probably the most ambitious vision for a decentralized collaborative protocol coming from Silicon Valley.

It is too early to say whether Wave's federated Open Source promise will catch on, but we already see the same alarming celebratory terminology propagated by the self-proclaimed social media gurus.

Web 3.0 is also bullshit. The term has begun to be used for realization of a web enhanced by Semantic Web technologies. However, these technologies have been developed painstakingly over essentially the entire history of the web and deployed increasingly in the latter part of the last decade.

Many Open Source projects reject the arbitrary and counter-productive terminology of "dot releases" the difference between the 2.9 release and the 3.0 release should not necessarily be more substantial than the one between 2.8 and 2.9.

In the case of the whole web we just want to remind Silicon Valley: "Hey, we're not running your 'Web' software. Maybe it's time for you to upgrade!"

Free Culture and Beyond

 

The free software movement inspired others to attempt to translate its ethics and practices to other fields, some closely tied to technology changes (including wikis and social media sites mentioned above) allowing more access and capability to share and remix materials. Creative Commons, founded in 2001, provides public licenses for content akin to free software licenses, including a copyleft license roughly similar to the FDL (Free Documentation License) that is used by Wikipedia. These licenses have been used for blogs, wikis, videos, music, textbooks, and more, and have provided the legal basis for collaborations often involving large institutions, for example publishing and re-use of Open Educational Resources, most famously the OpenCourseWare project started at MIT as well as many-to-many sharing with extensive latent collaboration, often hosted on sites like Flickr.

There is still much to learn from historical examples of collaborative theory and practice – and some of these in turn have lessons to learn from current collaboration practices – for anarchist theory, see the Solidarity chapter, for science, see the Science 2.0 chapter. Even the term autonomy may have a useful contribution to contemporary discussion of collaboration, for example resolving the incompleteness and vagueness present in both "free" and "open" terminology.

Motivations for Collaboration

Individuals collaborate openly for a wide variety of reasons.

Broadly speaking these can be divided into two categories: intrinsic and extrinsic.

In the former case people are driven by their own internal motives: curiosity, hunger for knowledge, the pleasure of participation or of belonging to something bigger than themselves.

Extrinsic incentives on the other hand are stimuli provided by the outside world: money, prestige, the promise of reward or the threat of punishment.

Networked computers are highly flexible tools, and thus open a wide range of activities to potential participation.

The manner in which people 'self-select' projects to dedicate their time to points to the increased salience of intrinsic motivations in the online context, but this adherence to personal drives hybridizes with external incentives.

A short narrative from Clay Shirky's "Here Comes Everybody" describes making an edit to Wikipedia, on the fractal nature of snowflakes, that makes the concept easier to understand.

He asks himself why he did it, and comes up with three answers.

First he says it "was a chance to exercise some unused mental capacities -- I studied fractals in a college physics course in the 1980s."

The second reason is vanity: "the "Kilroy was here" pleasure of changing something in the world, just to see my imprint on it." 

The third motivation is simply "the desire to do a good thing. This motivation of all of them, is both the most surprising and the most obvious." (Shirky, p. 132)

This mixture of motivations can be articulated a little further when it comes to the more structured and interpersonal collaborations we are discussing in this book. Shirky's motivations (desire for activity, vanity, and benevolence) combine both intrinsic and extrinsic elements.

Intrinsic Motivations

 

The following is a list of intrinsic motivations.

Being Part of Something
The utopian version of Personal Selfishness is a desire to be part of something larger than one's self.

The desire to join or build a community of like-minded makers or thinkers. Some collaborators feel a need to belong to something bigger, some collaborators like being part of a community purely for the sake of belonging, and whether they admit it or not some collaborators feel that they don't have the motivation to create outside of a structure.

Benevolence/Altruism
Enjoying the benefits of others' efforts often generates a desire or sense of obligation to contribute.

This can happen in a powerful way within bounded coherent projects, but it is present to some degree in much of our social relations. If we can do something easily, at a low cost to ourselves, and the result is a minor increase in a perceived social good, then we often do it for the benefit of the greater good.

Play/Pleasure/Learning
Problem solving and 'making things' constitutes an important source of pleasure.

Curiosity, the desire for exploration, the pleasure taken in the company of fellow adventurers or a fixation on the aesthetics of that particular activity all form important intrinsic catalysts.

Surveys in free software have repeated born this out (Ghosh, Lakhani).

Satisfying Individual Needs/Productive Selfishness

This term seems to have made its appearance in a post on LinuxToday.org in July 2000 in a comment from an article about Microsoft posturing about Linux.

The user Penguinhead writes:

"The article quotes a Microsoft representative who says that the applications are not oriented around the customer. The fact is, in the Free Software world (and some Open Source stuff) the developer is the consumer. Applications are not programmed for some mythical "average consumer" but rather for real world applications. For example, if I need a new image viewer because I none of the current ones (xv, ee, eog, etc.) meet my needs I simply sit down and program one to what I exactly want. Many companies already do this internally and create proprietary software. However, in the Free Software community that software which would otherwise be proprietary is made public.

Another example is Linux. Linus did not create Linux because he thought the consumer needed another operating system but rather he created Linux because Unix was too expensive (and not open) and Minix had some brain damages (at least that's what I hear) and DOS simply sucked. He created Linux because he had a need. He fulfilled that need and the needs of millions of others.

This is what I call productive selfishness. (successful) Projects are created for their developers own personal reasons and are given to the community simply because someone else might have need of it and might want to extend it. We must turn away from the standard Capitalist mindset that projects need to be developed for the consumer and turn towards the true reasons that successful projects are developed."
<tiny.booki.cc/?productiveselfishness>

While Penguinhead is writing specifically about software, it is easy to extrapolate this to Free Culture at large, and the role of collaboration.

We have specific shared goals, and we need them fulfilled. We are acting out of personal need, and this selfishness is productive.

It fulfills our personal requirements in a way a purchased solution could never do, and in the process creates useful tools and cultural artifacts for many other people.

Elsewhere in the literature this impulse is commonly described as 'scratching an itch', but we feel that the notion of productive selfishness better captures the mixture of self-centered purpose and social production that it entails.

Extrinsic Motivations

The following are a list of extrinsic motivations.

Money
Some participants in collaborative production are driven by external incentives or constraints.

Companies such as IBM, Nokia, Novell, not to mention Red Hat, Canonical, Suse and Mozilla employ people to work on free software projects.

Likewise Slashdot employs people full time to maintain the site and provide initial filtration of user submissions. That people are paid is not in itself enough to tell us whether that is their sole motivation, but it would be absurd not to state its significance.

Learning
Many volunteer participants seek to gather experience, knowledge and skills which make their labor more marketable.

This happens through working with better qualified peers. This is commonly the case in free software projects but is also true of many areas of cultural production, where people apprentice themselves.

The lack of payment is traded off against the knowledge acquired.

Do More
This question of motivation for collaboration was posed on the CRUMB List to a series of Fellows at the collaboration and Free Culture focused Eyebeam Center for Art and Technology.

In a post on the CRUMB list Michael Mandiberg, one of the collaborating authors of this book, wrote the following:

"ultimately the question I think I am answering is "Why Openness?" and also "Why Collaborate?" And my answer is "Faster and Better."

I am working on a number of projects, almost all of involve working with other people. I work with other people because i have found it is the best way to get the most things done. The best projects happen the fastest when you work with other people. That sounds kind of puerile, but I am quite serious."
<tiny.booki.cc/?michaelcrumb>

Personal Selfishness/Strategic Ambition
People also collaborate out of personal selfishness, and a desire to accumulate social and cultural capital.

This is an extension of Shirky's notion of vanity to a community structure. These collaborators view the opportunity to work with an established community or individual as a way of gaining prestige.

This could range from something as simple as having one's name associated with another more prominent artist, writer, activist, etc, or building one's own profile inside a collaborative community's reputation system.

Withholding ethical judgment about personal egos, and individual ambition, this is another version of Productive Selfishness.

No matter why an individual wants to push their own individual profile, as long as they productively contribute to the collaboration in full, and follow the shared procedural tenets, the work is valuable and advances the goals of the collaboration.

Open Relationships

Like romantic relationships, open collaborations are based on mutual trust, and trust alone can be too fragile a social fabric to support human interaction. Most romantic relationships base their trust in terms of sexual exclusivity, a contract that is socially accepted and helps both members of the relationship feel safe by agreeing to restrict their intimacy with others. It is a simple rule. Respecting that rule shows respect for the partner, both privately and socially; breaking that rule shows disrespect and can lead to social humiliation, pain, and nasty breakups. Many find this convention dull, sexist, and restricting, but when eliminated - when the simplicity and the clarity of the contract is gone - the need to create new boundaries quickly follows. These transplanted borders establish new rules where that respect can manifest itself again. Those who refuse to do so find themselves single very quickly, or very frustrated.

In an open relationship a different social pact governs the relationship. Each couple decides their own rules, but they establish these rules so as to map out boundaries, and abide by them. These rules preserve the cohesiveness of the core relationship, prevent awkward or uncomfortable situations, and preserve the sense of exclusivity.  Some agree to "never take your lover to our favorite restaurant" or "you two should never hang out with our mutual friends". Some rules regulate special times, such as "don't spend the night" or "don't celebrate birthdays" in order to keep the sense of exclusivity. Whether more rigid or more flexible, all of these rules serve the same purpose: to make sure nobody gets hurt and nobody feels cheated.

So, the traditional arrangement of sexual exclusivity simplifies the terms of romantic partnerships. In the non-romantic world, people avoid getting hurt or cheated in a collaboration by using a contract; in traditional work settings this contract is written down on paper, and signed, but in a less formal collaboration this is a social contract, an agreement or understanding.

Under a contract, the terms of collaboration are clear and legally binding. When collaboration is open and there is no explicit contract, the binding terms can be a shared passion, a common goal, a sense of community (or the lack thereof), but nevertheless, the need for implicit and explicit structure remains.

Depending on the specific collaboration any number of norms (either rigid rules or informal social practices) may need to be established to address the regulating issue. Generally healthy collaborative processes cover the basics: coordination, transparency, attribution, autonomy, generosity, respect and freedom of movement. 

Participation and Process

Our conceptions of what constitutes fair treatment vary according to context, as do our reactions to being treated unfairly. If someone jumps the queue in front of us in a shop, it's annoying but is quickly forgotten. But if we contribute time or money to establishing a collective enterprise, and instead it is subverted for other ends, then we feel angry, betrayed.

So our expectations and emotional intensity varies according to the degree we feel ourselves invested in, and part of, a shared project. As the intensity rises so does a need for procedural guarantees, transparency, fairness in terms of the division of benefits and acknowledgment.

Where participation is limited to small or occasional contributions, we may not even want to be drawn into time-consuming discussions about goals and methods. Likewise where our involvement is driven purely by the personal pleasure rather than any desire to attain distant objectives. NASA's Clickworkers project asks users to identify and count craters on Mars, and the combined inputs allow them to rationalize use of their internal research resources. While it is impossible to guess all the motivations which drive people to contribute, it is obvious that no one expects to be able to actively influence NASA's overall agenda by contributing, nor to control the organization directly.

Sustained involvement requiring a substantial expenditure of effort, or active engagement to create or promote something deemed of worth or importance, demands a more careful framework. Care is required because participation implicates our sense of identity. Defection by others, a sense of betrayal, anger at manipulation or exploitation are destructive not only to the immediate project but to willingness to collaborate in the future. On the other hand every collaboration needs room also to change, and a breathing space which acknowledges the different levels of commitment of its participants, which themselves will vary over time.

While an explicit process is no panacea to the problems that arise when we deal and work with others, it can anticipate and mitigate the most damaging consequences when things go awry, whilst protecting the flexibility necessary to adapt. 

Decision Making and Authority in Distributed Creation

"We reject: kings, presidents and voting.
We believe in: rough consensus and running code."

"A Cloudy Crystal Ball -- Visions of the Future"
David Clark,  1992.

Online communities are not organized as democracies. The most accountable of them substitute a deliberative process of discussion for majority-based voting. This derives from the fact that the original initiative emanated from one or a couple of people, and because participants are there of their own volition. Majority rule is not seen as inherently good or useful. The unevenness of contributions highlights the fact that a disproportionate part of the work in a project is done by a smaller sub-group. Within a political sphere that privileges production this trends towards the valuing of ability and commitment, sometimes phrased in the language of 'meritocracy'.

Founders particularly have considerable power, derived from the prestige accruing from a successful project, recognised ability, and their network centrality - having had most opportunity to forge relations with newcomers, and an overview of the technical structures and history of the project. These factors give them authority. This hierarchical element is nonetheless diffused by the modular nature of productive organization: sensible structures devolve authority over their parts so as to maximise the benefits of voluntary contribution.

This architectural enabling of autonomy extends also to newer users, who can take initiative free from having to continuously seek permission and endorsement. However their contributions may not be incorporated if considered substandard or unnecessary, but such decisions arise out of a dialogue which must have some basis in efficiency, aesthetics or logic. Arbitrary dismissal of others in a community environment risks alienating others, which if generalised and persistent may place the whole edifice under strain, or even spark a fork or split.

Longstanding projects have also tended to give themselves defined legal forms at some point, thus the prevalence of foundations behind everything from Wikipedia to Apache. These structures often have charters, and sometimes hold elections to decide on the entry of the new members or appoint totemic figures.

Reputation and Trust

Influence derives from reputation - a substitute for trust in the online environment - which is accumulated and assessed through the use of persistent avatars, user names or real names. In addition to demonstrated aptitude, quantitative measures of commitment are also relied upon. Initial promotion of an editor's status on wikipedia, for example, relies upon the length of time since the first edit, and the number of edits effected. Thereafter advancement also entails a qualitative evaluation of an editor's performance by their peers.

Higher user status allows the individual greater power over the technical tools that co-ordinate the system, and require confidence on the part of others that access will not abused. This threat is higher in software projects where hostile infiltration poses a real security risk given that the code will be publicly distributed. A variety of methods for vouching for each other are thus cultivated, new developers may require sponsors. In the case of Debian physical encounters between developers are used to sign each others' encryption keys, which are then used to authenticate the package management process, adding a further layer of robustness.

What is collaboration anyway?

Sharing is the First Step

User Generated Content and social media create the tendency for confusion between sharing and collaboration. Sharing of content alone does not directly lead to collaboration. Many web services have been coupling identity and content. Examples of this include blogging, micro-blogging, video and photo sharing, which effectively say: "This is who I am. This is what I did." The content is the social object, and the author is directly attributed with it. This work is a singularity, even if it is shared with the world via these platforms, and even if it has a free culture license on it. This body of work stands alone, and alone, this work is not collaborative.

Wikipedia deemphasizes the tight content-author. While the attribution of each contribution made by each author is logged on the history tab of each page, attribution is primarily used as a moderation and accountability tool. While most User Generated Content platforms offer a one to many relationship, where one user produces and uploads many different entries or media, wikis and centralized code versioning systems offer a many to many relationship, where many different users can be associated with many different entries or projects.

Adding a second layer

Social media platforms can become collaborative when they add an additional layer of coordination. On a micro-blogging platform like Twitter, this layer might be something like "use the #iranelections hashtag on your tweets" or on a photo sharing platform, it might be an invitation to "post your photos to the LOL CATS group". These mechanisms aggregate the content into a new social object. This new social object includes the metadata of each of its constituent objects; the most important metadata here being the authors name. This creates two layers of content. Each shared individual unit is included in a cluster of shared units. A single shared video is part of an aggregation of demonstration documentation. A single shared bookmark is included in an aggregation of the "inspiration" tag on delicious. A single blog post takes its place in a blogosphere discussion, and so on...

This seems similar to a single "commit" to an open source project or a single edit of a Wikipedia article, but these instances do not maintain the shared unit / collaborative cluster balance. For software in a code versioning system, or a page on Wikipedia the single unit looses its integrity outside the collaborative context and is indeed created to only function as a part of the larger collaborative social object.

Coordinating Mechanisms create Contexts

Contributions like edits to a wiki page, or "commits" to a version control system, cannot exist outside of the context in which they are made. A relationship to this context requires a coordinating mechanism that is an integral part of the initial production process. These mechanisms of coordination and governance can be both technical and social.

Technical Coordination and Mediation

Wikipedia uses several technical coordination mechanisms, as well as strong social mechanisms. The technical mechanism separates each contribution, mark it chronologically and attribute it to a specific username or IP address. If two users are editing the same paragraph and are submitting contradicting changes, the MediaWiki software will alert these users about the conflict, and requires them to resolve it. Version control systems use similar technical coordination mechanisms, marking each contribution with a timestamp, a user name, and requiring the resolution of differences between contributions if there are discrepancies in the code due to different versions.

The technical coordination mechanisms of the Wiki software lowers the friction of collaboration tremendously but it doesn't take it away completely. It makes it much harder to create contributions that are not harmonious with the surrounding context. If a contribution is deemed inaccurate, or not an improvement, a user can simply revert to the previous edit. This new change is then preserved and denoted by the time and user who contributed it.

Social Contracts and Mediation

Academic research into the techno-social dynamics of Wikipedia shows clear emergent patterns of leadership. For example the initial content and structure outlined by the first edit of an article are often maintained through the many future edits years on. The governance mechanism of the Wiki software does not value one edit over the other. Yet, what is offered by the initial author is not just the initiative for the collaboration, it is also a leading guideline that implicitly coordinates the contributions that follow.

Wikipedia then uses social contracts to mediate the relationship of contributions to the collection as a whole. All edits are supposed to advance the collaborative goal – to make the article more accurate and factual. All new articles are supposed to be on relevant topics. All new biographies need to meet specific guidelines of notability. These are socially agreed upon contracts, and their fabric is always permeable. The strength of that fabric is the strength of the community.

“If you're going against what the majority of people perceive to be reality, you're the one who's crazy”
Stephen Colbert
<tiny.booki.cc/?wikiality>

An interesting example of leadership and of conflicting social pacts happened on the Wikipedia Elephant article. In the TV show The Colbert Report Stephen Colbert plays a satirical character of a right wing television host dedicated to defending Republican ideology by any means necessary. For example he constructs ridiculous arguments denying climate change. He is not concerned that this completely ignores reality, which he claims "has a Liberal bias”.

On July 31st, 2006, Colbert ironically proposed the term Wikiality as a way to alter the perception of reality by editing a Wikipedia article. Colbert analyzed the interface in front of his audience and performed a live edit to the Elephants page, adding a claim that the Elephant population in Africa had tripled in the past 6 months.

Colbert proposed his viewers follow a different social pact. He suggested that if enough of them helped edit the article on Elephants to preserve his edit about the number of Elephants in Africa, then that would become the reality, or the Wikiality – the representation of reality through Wikipedia. He also claimed that this would be a tough “fact” for the Environmentalists to compete with, retorting "Explain that, Al Gore!"

It was great TV, but created problems for Wikipedia. So many people responded to Colbert's rallying cry that Wikipedia locked the article on Elephants to protect it from further vandalism. <tiny.booki.cc/?lockedelephants> Furthermore, Wikipedia banned the user stephencolbert for using an unverified celebrity name (a violation of Wikipedia's terms of use <en.wikipedia.org/wiki/User:Stephencolbert>. Colbert and his viewers' edits were perceived as mere vandalism that was disrespectful of the social contract that the rest of Wikipedia adhered to, thus subverting the underlying fabric of the community. Yet they were following the social contract provided by their leader and his initial edit. It was their own collaborative social pact, enabled and coordinated by their own group. Ultimately, Wikipedia had to push one of its more obscure rules to its edges to prevail against Stephen Colbert and his viewers. The surge of vandals was blocked but Colbert gave them a run for the money, and everyone else a laugh, all the while, making a good point about how we define the boundaries of contribution.

Does Aggregation Constitute Collaboration?

So then, can all contributions coordinated in a defined context be understood as collaboration?

"...Before I had the idea about ThruYou I took some drummers from YouTube and I played on top of them - just for fun, you know. And then one day, just before I plugged my guitar to play on top of the drummer from YouTube, I thought to myself, you know - maybe I can find a bass and guitar and other players on YouTube to play with this drummer."

Kutiman on the ThruYou project
<www.radiowroclove.pl/?p=151>

In early 2009 Israeli musician Kutiman (Ophir Kutiel) collected video clips of hobbyist musicians and singers performing to their webcams posted on YouTube. He then used one of the many illegal tools available online to extract the raw video files from YouTube. He sampled these clips to create new music videos.

The result was a set of 7 music-video mashups which he titled "ThruYou - Kutiman Mixes YouTube". Each of these audiovisual mixes is so well crafted it is hard to remind yourself that when David Taub from NextLevelGuitar.com was recording his funk riff he was never planning to be playing it to the Bernard "Pretty" Purdie drum beat or to the user miquelsi's playing with the theremin at the Universeum, in Göteborg. It is also hard to remind yourself that this brilliantly orchestrated musical piece is not the result of a collaboration.

When Kutiman calls the work "ThruYou" does he mean "You" as in "us" his audience? "You" as in the the sampled musicians? Or "You" as in YouTube? By subtitling it "Kutiman mixes YouTube" is he referring to the YouTube service owned by Google, or the YouTube users who's videos he pirated?

The site opens with an introduction/disclaimer paragraph:

"What you are about to see is a mix of unrelated YouTubevideos/clips edited together to create ThruYou. In Other words - what you see is what you get.

Check out the credits for each video - you might find yourself.

PLAY >"

<www.thru-you.com> (emphasis in the original)

In the site Kutiman included an "About" video in which he explains the process and a "Credits" section where the different instruments are credited with their YouTube IDs (like tU8gmozj8xY & 6FX_84iWPLU) and linked to the original YouTube pages.

The user miquelsi did share the video of him playing the Theremin on YouTube, but did not intend to collaborate with other musicians. We don't even know if he really thought he was making music: it is very clear from the video that he doesn't really know how to play the Theremin, so when he titled his video "Playing The Theremin" he could have meant playing as music making or playing as amusement. It would be easy to focus on the obvious issues of copyright infringement, and licensing, but the aspect of Kutiman's work we're actually interested in is the question of intention.

Is intention essential to collaboration?

It seems clear that though these works were aggregated to make a new entity, they were originally shared as discrete objects with no intention of a having a relationship to a greater context. But what about works that are shared with an awareness of a greater context that help improve that context, but are not explicitly shared for that purpose?

Web creators are increasingly aware of "best practices" for search engine optimization (SEO). By optimizing web pages creators are sharing objects with a strong awareness of the context in which they are being shared, and in the process they are making the Google Pagerank mechanism better and more precise. Their intention is not to make Pagerank more precise, but by being aware of the context, they achieve that result. Although reductive, this does fit a more limited definition of collaboration.

The example of Pagerank highlights the questions of coordination and intention. Whether or not they are optimizing their content and thus improving Pagerank, web content publishers are not motivated by the same shared goal that motivates Google and its share holders. These individuals do coordinate their actions with Google's out of their own self interest to achieve better search results, but they don't coordinate their actions in order to improve the mechanism itself. The same can be said about most Twitter users, most Flickr users, and the various musicians that have unintentionally contributed to YouTube's success and to Kutiman's ThruYou project.

Collaboration requires Goals

There are multiple types of intentionality that highlight the importance of intent in collaboration. The intentional practice is different from the intentional goal. Optmizing a web page is done to intentionally increase search results, but unintentionally contributes to making Google Pagerank better. When we claim that intention is necessary for collaboration, we really are talking about intentional goals. Optimizing your site for Google search is a collaboration with Google only if you define it as your personal goal. Without these shared goals, intentional practice is a much weaker case of collaboration.

Collaborationism

As collaborative action can have more than one intent, it can also have more than one repercussion. These multiple layers are often a source of conflict and confusion. A single collaborative action can imply different and even contrasting group associations. In different group context, one intent might incriminate or legitimize the other. This group identity crisis can undermine the legitimacy of collaborative efforts altogether.

Collaboration with the enemy

In a presentation at the Dictionary of War conference at Novi Sad, Serbia in January 2008, Israeli curator Galit Eilat described the joint Israeli/Palestinian project Liminal Spaces:

"...When the word "collaboration" appeared, there was a lot of antagonism to the word. It has become very problematic, especially in the Israeli/Palestinian context. I think from the Second World War the word "collaboration" had a special connotation. From Vichy government, the puppet government, and later on the rest of the collaborations with Nazi Germany.

Galit Eilat, Dictionary of War video presentation "
<dictionaryofwar.org/concepts/Collaboration_(2)>

While there was no doubt that Liminal Spaces was indeed a collaboration between Israelis and Palestinians, the term itself was not only contested, it was outright dangerous.

I remember one night in 1994 when I was a young soldier serving in an Israeli army base near the Palestinian city of Hebron, around 3:30am a car pulled off just outside the gates of our base. The door opened and a dead body was dropped from the back seat on the road. The car then turned around and rushed back towards the city. The soldiers that examined the body found it belonged to a Palestinian man. Attached to his back was a sign with the word "Collaborator".

Context and conflict

This grim story clearly illustrates how culture dependent and context-based a collaboration can be. While semantically we will attempt to dissect what constitutes the context of a collaboration, we must acknowledge the inherit conflict between individual identity and group identity. An individual might be a part of several collaborative or non-collaborative networks. Since a certain action like SEO optimization can be read in different contexts, it is often a challenge to distill individual identity from the way it intersects with group identities.

"The nonhuman quality of networks is precisely what makes them so difficult to grasp. They are, we suggest, a medium of contemporary power, and yet no single subject or group absolutely controls a net-work. Human subjects constitute and construct networks, but always in a highly distributed and unequal fashion. Human subjects thrive on network interaction (kin groups, clans, the social), yet the moments when the network logic takes over—in the mob or the swarm, in con-tagion or infection—are the moments that are the most disorienting, the most threatening to the integrity of the human ego."

The Exploit: A Theory of Networks
by Alexander R. Galloway and Eugene Thacker

The term "group identity" itself is confusing as it obfuscates the complexity of different individual identities networked together within the group. This inherent difficulty presented by the nonhuman quality of networks means that the confusion of identities and intents will persist. Relationships between individuals in groups are rich and varied. We cannot assume a completely shared identity and equal characteristics for every group member just by grouping them together.

We cannot expect technology (playing the rational adult) to solve this tension either as binary computing often leads to an even further reduction (in the representation) of social life.

"We are addicted to ghettos, and in so doing refuse the antagonism of ‘the political’. Where is the enemy? Not on Facebook, where you can only have ‘friends’. What Web 2.0 lacks is the technique of antagonistic linkage."

The Digital Given–10 Web 2.0 Theses
by Ippolita, Geert Lovink & Ned Rossiter
<tiny.booki.cc/?thedigitalgiven>

The basic connection in Facebook is referred to as friendship since there is no way for software to elegantly map the true dynamic nuances of social life. While friendship feels more comfortable, its overuse is costing us richness of our social life. We would like to avoid these binaries by offering variation and degrees of participation.

Criteria for Collaboration

Collaboration is employed so widely to describe the methodology of production behind information goods that it occludes as much as it reveals.

Some products characterized as collaborative are generated simply through people's common use of tools, presence or performance of routine tasks. Others require active coordination and deliberate allocation of resources. Whilst the results may be comparable from a quantitative or efficiency perspective, a heterogeneity of social relations and design lie behind the outputs.

The intensity of these relationships can be described as sitting somewhere on a continuum from strong ties with shared intentionality to incidental production by strangers, captured through shared interfaces or agents, sometimes unconscious byproducts of other online activity.

Consequently we can set out both strong and weak definitions of collaboration, whilst remaining aware that many cases will be situated somewhere in between. While the former points toward the centrality of negotiation over objectives and methodology, the latter illustrate the appropriative capacity of technological frameworks where information is both the input and output of production.

Criteria for assessing the strength of a collaboration include:

Questions of Intention

Must the participant actively intend to contribute, is willful agency needed? Or is a minimal act of tagging a resource with keywords, or mere execution of a command in an enabled technological environment (emergence), sufficient?

Questions of Goals

Is participation motivated by the pursuit of goals shared with other participants or individual interests?

Questions of (self) Governance

Are the structures and rules of engagement accessible? Can they be contested and renegotiated? Are participants interested in engaging on this level (control of the mechanism)?

Questions of Coordination Mechanisms

Is human attention required to coordinate the integration of contributions? Or can this be accomplished automatically?

Questions of Property

How is control or ownership organized over the outputs (if relevant)? Who is included and excluded in the division of the benefits? 

Questions of knowledge transfer

Does the collaboration result in knowledge transfer between participants? Is it similar to a community of practice, described by Etienne Wenger as:

"...groups of people who share a concern or a passion for something they do and learn how to do it better as they interact regularly."

Questions of identity

To what degree are individual identities of the participants affected by the collaboration towards a more unified group identity?

Questions of scale

Questions of scale are key to group management and have a substantial effect on collaboration. The different variables of scale are often dynamic and can change through the process of the collaboration. By that changing the nature and the dynamics of the collaboration altogether.

Questions of network topology

How are individuals connected to each other? Are contributions individually connected to each other or are they all coordinated through a unifying bottle-neck mechanism? Is the participation network model highly centralized, largely distributed, or assumes different shades of decentralization?

Questions of accessibility

Can anyone join the collaboration? Is there a vetting process? Are participants accepted by invitation only?

Questions of equality

Are all contributions largely equal in scope? Does a small group of participants generate a far larger portion of the work? Are the levels of control over the project equal or varied between the different participants?

Continuum Set

To sketch out the continuum of collaboration, the following clusters of cases illustrate a movement from weakest to strongest connections. This division is crude, as it sidelines the fact that within even apparently weak contexts of interaction there may be a core of people whose commitment is of a higher order (eg reCaptcha).

The Weakest Link...

(1) Numerous technological frameworks gather information during use and feed the results back into the apparatus. The most evident example is Google, whose PageRank algorithm uses a survey of links between sites to classify their relevance to a user's query.

Likewise reCaptcha uses a commonplace authentication in a two-part implementation, firstly to exclude automated spam and then to train search engines in text recognition. Contributions are prised from participants unconscious of the recycling of their activity into the finessing of the value-chain. On the other hand web site operators who integrate reCaptcha know precisely what they're doing, and choose to transform a necessary defense mechanism for their site into a productive channel of contribution for what they regard as a useful task.

(2) Aggregation services such as delicio.us and photographic archives like flickr, ordered by tags and geographic information, leverage users' self-interests in categorizing their own materials to enhance usability. In these cases the effects of user actions are transparent. Self-interest converges with the usefulness of the aggregated result. There is no active negotiation with the designers or operators of the system, but acquiescence to the basic framework.

(3) Distributed computing projects such as SETI and Folding@Home require a one-off choice by users as to how to allocate resources after which they remain passive. Each contribution is small and the cost to the user is correspondingly low. Different projects candidate themselves for selection, and users have neither a role in defining the choice available nor an ongoing responsibility for the maintenance of the system. Nonetheless the aggregated effect generates utility.

Stronger...

(4) P2P platforms like BitTorrent, eDonkey and Limewire constitute a system where strangers assist one another in accessing software and entertainment free of charge. The subjective preferences of individual users give each an interest in the maintenance of such informal institutions as a whole. Bandwidth contributions to the network guarantees its survival, and promises the satisfaction of at least some needs, some of the time. Intention is required, especially in the context of attempts at its suppression through legal action and industry stigmatisation. Links between individual users are weak, but uncooperative tendencies are disadvantaged by protocols requiring reciprocity or biasing performance in favour of generous participants (eg BitTorrent, emule).

(5) Slashdot, the pre-eminent site for technology related news and discussion is extraordinary in that it does not actually produce articles at all. Instead stories are submitted by users which are then filtered. Those published are either selected by paid staff, or voted on by the user base. Following this the stories are presented on the web page and the real business of Slashdot begins: voluminous commentary ranging from additional information on the topic covered (of varying levels of accuracy) to analysis (of various degrees of quality) to speculation (of various degrees of pertinence), taking in jokes and assorted trolling along the way. This miasma is then ordered by the users themselves, a changing subset of whom have evaluation powers over the comments, which they assess for relevance and accuracy on a sliding scale. The number and quality of comments presented is then determined by users themselves by configuring their viewing preferences. User moderations are in turn moderated for fairness by other users, in a process known as metamoderation.

In addition to the news component of the site, Slashdot also provides all users with space for a journal (and predates the blog), and tools to characterise relations with other users as 'friends' or 'foes' (predating and exceeding Facebook). The software behind the site, slashcode, is free software which is used by numerous other web communities of a smaller scale.

(6) Vimeo, a portal for user-produced video shelters a wide variety of sub-cultures/communities under one roof. Two factors stand out which distinguish it from other apparently similar sites: the presence of explicit collective experimentation and a high level of knowledge sharing. Members frequently propose themes and solicit contributions following a defined script, and then assemble the results as a collection.

Several channels are explicitly devoted to teaching others techniques in film production and editing, but the spirit of exchange is diffuse throughout the site. Viewers commonly query the filmmaker as to how particular effects were achieved, equipment employed, etc. The extent to which Vimeo is used for knowledge sharing distinguishes it from Youtube, where commentary regularly collapses into flame wars, and brings it close to Wenger's concept of a "community of practice" (see the above quote from Etienne Wenger in 'Questions of knowledge transfer').

Vimeo is nonetheless a private company whose full time employees have the final word in terms of moderation decisions, but substantially the community flourishes on a shared set of norms which encourage supportive and constructive commentary, and a willingness to share know-how in addition to moving images.

...Intense

(7) Although there is something of an over-reliance on the Wikipedia as an example, its unusually evolved structure makes it another salient case. The overall goal is clear: construction of an encyclopedia capable of superceding one of the classical reference books of history.

The highly modular format affords endless scope for self-selected involvement on subjects of a user's choice. Ease of amendment combined with preservation of previous versions (the key qualities of wikis in general) enable both highly granular levels of participation and an effective self-defense mechanism against destructive users who defect from the goal.

At the core of the project lies a group who actively self-identify themselves as wikipedians, and dedicate time to developing abd promoting community norms especially around the arbitration of conflicts. Jimmy Wales, the project's founder, remains the titular head of wikipedia, and although there have been some conflicts between him and the community, he has in general conceded authority, but the tension remains without conclusive resolution.

(8) FLOSSmanuals was originally established to produce documentation for free software projects, a historically weak point of the FS community. The method usually involves the assembly of a core group of collaborators who meet face to face for a number of days, and produce a book during their time together.

Composition takes place on an online collective writing platform called booki, integrating wiki like versioning history and a chat channel. In addition to those physically present, remote participation is actively encouraged. When focused on technical documentation,  the functionality of the software in question provides a guide to the shape of the text. Where conceptual, as in the case of the current work, it is necessary to come to an agreed basic understanding through discussion, which can allow the process to be kickstarted. Once underway both content and structure are continually refined, edited, discussed and revised. On conclusion the book is made freely available on the web site under a CC license, and physical copies are available for purchase on-demand.

(9) Closed p2p communities fro music, film and text, such as the now suppressed Oink, build archives and complex databases. These commonly contain technical details about the quality of files (resolution, bit-rate), samples to illustrate quality (screenshots), relevant sources of information elsewhere (imdb links, track listing, artwork), descriptions of the plot/director/musician/formal significance of the work.

In addition most have a means of coordinating users such that delivery of the data is ensured. If someone is looking for a file currently unseeded, preceding downloaders are notified, alerting them to the chance to assist. When combined with the fixed rules of protocol operation and community specific rules such as ratio requirements (whereby one must upload a specified amount in relation to the quantity downloaded) there is an effective scheme to encourage or even oblige cooperation. Numerous other tasks are assumed voluntarily, from the creation of subtitles, in the case of film, to the assembly of thematic collections. All users participate in carrying the data load, and a significant number actively source new materials to share with other members, and to satisfy requests.

(10) Debian is built on a clearly defined goal: the development and distribution of a gnu/linux operating system consistent with the Debian Free Software Guidelines. These guidelines are part of a wider written 'social contract', a code embodying the project's ethics, procedural rules and framework for interaction. These rules are the subject of constant debate, and additions to the code base likewise often give rise to extended debates touching on legal, political and ethical questions. The social contract can be changed by a general resolution of the developers.

Debian also exemplifies a 'recursive community' (see Christopher Kelty, 'Two bits'), in that they develop and maintain the tools which support their ongoing communication. Developers have specified tasks and responsibilities and the community requires a high level of commitment and attention. Several positions are appointed by election.

Edge Cases

Boundaries of Collaboration

Collaboration can be so strong it forces hard boundaries. Boundaries can intentionally or unintentionally exclude the possibility to extend the collaboration. Potentially conflict can also occur at these borders.

For example, Book Sprints often develop strong and lasting collaborative relationships centered around the production and maintenance of a book. The intense social environment of a sprint can produce sharp borders around the collaboration. While Book Sprints produce texts that are available on an open license, and within a technical mechanism that allows for remote contributions, this does not in itself collapse the border between the sprint group and those 'outside' of the room.

In a recent Book Sprint for the "Google Summer of Code Mentoring Guide", some very experienced Free Software developers (each were also experienced GSoC mentors) collaboratively wrote this guide in two days. The collaboration was fluid and intense and generated a very useful text which has since been propagated throughout the GSoC community. Some weeks later a freelance technical editor with free time offered to copy edit the book but the group rejected the offer to collaborate. The reasons for this exclusion were complex, but a strong discussion centered around the group feeling uncomfortable for reasons ranging from 'not knowing' the person to issues about attribution, ownership and quality control.

Excluding potential collaborators in this scenario was intentional and considered by the group to be entirely appropriate. The group felt this was fully consistent with the ideals of Free/Open Content in that freely licensed content does not require compulsory collaboration, it has the potential to enable it, and the group felt that if others wanted to work on the text they were free to fork the text and create their own version.

While it is possible to discuss the groups decision about who they collaborate with, there are also consequences to this exclusivity that must be considered. In this case study it is interesting to note that since the rejection of the offer no work has been done on the 'shared resource', and hence the product has not been maintained. In other words, as a result of hard exclusionary boundaries all collaborative activity eventually ceased.

Anonymous Collaboration II

Tor, The Onion Router, is a Free Software tool that makes internet use anonymous by effectively hiding your IP address. After installing the software your computer becomes a node on the TOR network, sending encrypted packets of data from node to node until the packet arrives at its final destination. The data travels through so many nodes in the network that it obscures the path to the original IP address. If you send an email, your data will be encrypted from your computer to the last computer prior to its destination. This final computer on the network is the IP address that will be reported in any network analysis, and this IP addresses any IP in the network other than yours.

Tor was originally designed for the U.S. Navy to protecting government communications. It resists traffic analysis, eavesdropping, and any nosy activity, from both in and outside the onion network. It is a very convenient software, widely available and easy enough to use.

Technically, Tor hides you among the other users on the network. While the level of practical commitment is low - it just requires a connection and downloading some code - the personal investment is high: By using Tor, you are part of a community of computer users that help each other hide from state and corporate control mechanisms. Strangers help you defend your privacy, avoid censorship and grant you a degree of personal freedom by fooling surveillance mechanisms with a mirrors trick. Hiding in this way is illegal in some countries. And what is more interesting, you don't know who they are.

The reason why Tor is so important is not because of what it does, it is because of what it represents. In the Tor forest, everybody covers for everybody, but nobody knows who the others are. They are not friends, and they are not family. It is that anonymous. Anyone can use Tor to do things other people wouldn't approve, like downloading porn or attacking other people's computers. Or things that governments would not approve of, like posting dissident information. Or simply browsing the most milquetoast sites on the Internet with complete privacy. But, by using Tor, a bunch of strangers are declaring everybody has the right to privacy and collaborating anonymously to provide you with that right.

Problematizing Attribution

"I get credit for a lot of things I didn't do. I just did a little piece on packet switching and I get blamed for the whole goddamned Internet, you know? Technology reaches a certain ripeness and the pieces are available and the need is there and the economics look good—it’s going to get invented by somebody. "
Paul Baran

Creators and companies that create things are more and more concerned about their intellectual property. The courts are full of musicians accusing other musicians of stealing parts of their compositions. J.K. Rowling has been sued for stealing the plot and characters for her wildly successful Harry Potter books. Two years ago, the Adidas won the exclusive right to use parallel stripes in groups of two, three and four. They stopped at four as K-swiss has been using the five stripe logo since 1966.

A few years ago, the unofficial fanclub website of a very popular Spanish band "Andy y Lucas" became notorious for reasons beyond their commitment to the band. As it is customary, the site included a page with all the lyrics from all the songs recorded by the band over the years, listed in chronological order. At the end of the page, the girls in charge claimed copyright of the whole content under their own names! After a while, a disclaimer note appeared after the copyright terms. The disclaimer explained that as they were the first website dedicated to that band, they had to copy all the lyrics from the CD booklet to the website by hand.

Apparently, it was a big task. By transcribing the material, they felt the resulting transcripts rightly belonged to them, the same way the CD belonged to the major company who sold it. They felt it wouldn't be fair for other fans to just go and copy-paste it into their own websites. They also admitted that "we can't stop anyone from copying the lyrics from the record, just as we did".

What is occurring here is an almost hilarious confusion of a claim of ownership (copyright) with a demand for acknowledgment, to be credited for the useful task they felt they had performed (attribution). Of course their act was in itself a copyright infringement (someone 'owned' exclusivity in the lyrics after all).

But is it any surprise that such absurd claims arise? The inflation of copyright claims has been so radical, and the mismatch with the contemporary usage seems so dramatic, that people are inspired to get in on the game even when the law gives them no grounds. Additionally this example may serve to highlight how attribution is often mistaken for ownership.

Asymmetrical Attribution

The New York Times Special Edition project was a great success. This collaboratively made knock-off of the New York Times was dated July 4, 2009, months into the future from the morning of November 12, 2008 when 100s of volunteers distributed these papers on the streets of New York City. The 14 page perfect replica contained all the news that the creators of the newspaper hoped to print, including the end of the war in Iraq, the arrival of universal health care, and a new maximum wage law. The paper was fake, but at first glance it caught its readers in a moment of belief. Though the news was obviously impossible, it was convincing because it was so well crafted, and so realistically handed out on the streets by volunteers wearing New York Times aprons. The blogs went crazy, the project sped through the national and international press, and copies of the paper immediately appeared on eBay as collectors items.

The project was conceived by two to four people, organized by a group of 10, created by an even larger group of 50, and distributed by hundreds of others on the streets of New York. It was by all accounts a successful collaboration. An internal conflict over leadership amongst the group of 10 organizers resulted in one person leaving the group; this is not unusual, and not the focus here. The organizers worked tirelessly for months leading up to the day of the event, managing the team of people creating the newspaper and the companion website.

The first outlet to cover the event was Gawker. The first Gawker post that appeared cited the location of the main distribution van. Once Gawker writer Hamilton Nolan realized this was breaking news, they did some more research, and found one of the organizational emails describing the planned event. These emails were being circulated amongst a private, but fairly open group. The emails were not signed, and they were from an as-yet unknown domain, <www.becausewewantit.org/> that was purchased simply as a cover to distribute those emails from; it was allowed to lapse, and is now squatted by an advertiser. Gawker matched the IP address in the long header of the email to other IP addresses of the activist duo The Yes Men, and updated the post attributing the authorship to The Yes Men. Hamilton Nolan wrote


"The email address that sent out this message was linked to the site of The Yes Men, longtime liberal prank group that has been doing things just as complex and finely tuned as this for years. The Yes Men run the Because We Want It site, through which they set up this prank. They wanted to be anonymous for a while allegedly, but too late."
<tiny.booki.cc/?nytissue>

And from then on, the project authorship was assigned to The Yes Men. The group of organizers sent out a press release later in the day from the email address "New York Times Special Edition <special[at]nytimes-se.com>". Nowhere in the email is attribution given, or authorship claimed. Rather, inquiries are directed to "writers@nytimes-se.com." But as that press release spread across the internet it was referred to as a Yes Men press release. Even the New York Times itself fell into this pattern in one of their several articles on the New York Times Special Edition, stating that "On Wednesday, the Yes Men issued a statement about the prank," and linking to this appearance of the press release: <www.poynter.org/forum/view_post.asp?id=13699 <tiny.booki.cc/?nyt_pranksters>).

The server was in fact a Yes Men server, and one of the Yes Men was one of the project originators and key organizers, but the most important factor here is that the collective had no way to define their own identity in the face of the powerful media coverage that had pinned it to a known entity. One of the Yes Men was a central organizer, but it wasn't "a Yes Men project". It was a project by a large coalition of pretty well known artists and activist groups.

And then the news started emailing special@nytimes-se.com for interviews. From a group of 50, how do you choose a representative? This is always a problem when a project gets major attention. Who gets interviewed? Who represents the project at festivals? Who receives the awards, if there are awards? In most instances with this project, Andy Bichlbaum and Steve Lambert were the representatives. They were the two of the four who had originally conceived the project that carried it through to completion, raising the funds, and coordinating the massive team of volunteers. In their CNN interview they repeatedly emphasized that the project was conceived, organized, and executed by a large group of people, and that they are there as representatives of that larger group (<www.youtube.com/watch?gl=US&v=dO6Oi3XUYgg>). Steve Lambert's website documents the project and lists every single volunteer and group that worked on or sponsored the project (<www.visitsteve.com/work/the-ny-times-special-edition/>). And yet, Gawker's rushed attribution still sticks to the project, highlighting the problems in contesting representation amidst massive asymmetries of broadcast power.

Here the problem arises when a collaboratively produced project are 'privatized' through their representation by individuals. How can such impositions be prevented or, at least, limited?  In this case, at the outset every effort was made to not make this a project of The Yes Men, but society and the media at large is so preoccupied with assigning authorship that the first question Gawker wanted to know was "Who made this?" As the event was unfolding they found an answer that was satisfactory enough for them, and that incorrect answer became the story that was told from that point onwards.

This scenario raises a number of questions. One problem this highlights is that ownership of URLs and servers often equates into ownership of projects: So who registers the URL, and who maintains the server? But the larger question is how do you negotiate attribution in a collaboration where there are significant imbalances in power: Different collaborators have different media presences. And how do you negotiate attribution when there are many organizers, and many collaborators, who are working on something that is almost certain to achieve a large degree of impact?

Multiplicity and Social Coding

The Linux kernel, arguably one of the most important FLOSS projects, was managed without a version control system until 2002.  Linus Torvalds the linux kernel project leader disliked centralized version control systems, which he considered unsuitable for kernel development.  The Linux kernel is a very large and complex software project, has extraordinary quality demands, and also attracts thousands of developers.  Changes were meticulously tracked through a distributed hierarchy of delegates, but the system was showing strain.  In 2002 Linus finally decided that a "distributed version control system" (DVCS) would match the project's needs.   The Linux kernel was migrated to the proprietary BitKeeper versioning system, a selection which sparked great controversy because of its closed license. In 2005, licensing disputes eventually led to the creation of freely licensed distributed version control system and the DVCS named Git was created.

Distributed Version Control Systems operate on a different model than repositories managed by a centralized, client-server, system.  The DVCS model is peer-to-peer, and while it can be configured to resemble traditional client-server transactions, it can also support more complex interactions.  In a DVCS system, every developer works locally with a complete revision history, and changes can be pushed and pulled from any other peer repository.  The version control system has vastly improved support for merging across multiple repositories, and all working checkouts are effectively forks, until they are merged back onto a canonical trunk.

The demands on the Linux kernel project prefigured the demands on other projects.  In the past few years distributed versioning systems have dramatically increased in popularity.  Mercurial, Bazaar, and Git have emerged as the most popular open source DCVS systems, and hosting services have launched offering each of these systems free of charge for open source projects.  Google Code began supporting Mercurial repositories alongside Subversion repositories in mid 2009 (Paul, 2009b).  Cannonical, the company which sponsors the Ubuntu GNU/Linux distribution, offers free Bazaar hosting to open source projects on Launchpad.net.  In February 2008 GitHub.com launched, a “social coding” site which provides Git hosting and rich social networking tools to all the developers using the site, gratis for open source code.  Bitbucket.org offers similar social networking tools around Mercurial,  and describes itself as “leading a new paradigm of working with version control”.

The centralized hosts of peer-to-peer protocols broker a new balance between centralization and federation.  They facilitate coordination, but do not mandate it.  A site like GitHub can track and aggregate multiple branches of development, but branching does not require any permission or upfront coordination.  Instead of requiring an upfront investment of attention and energy to coordinate development activities, DVCS concentrate on improving the mechanisms for developers to track, visualize, and merge changes.  The costs of coordinating collaboration is deferred, and the communication overhead required to synchronize and align different branches of code is (hopefully) reduced.

There is a fascinating culture emerging around DVCS, facilitated by software, but responding to (and suggesting) shifts in collaboration styles.  As one developer explains:

"SourceForge is about projects.  GitHub is about people...  A world of programmers forking, hacking and experimenting.  There is merging, but only if people agree to do so, by other channels...  GitHub gives me my own place to play.  It lets me share my code the way I share photos on Flickr, the same way I share bookmarks on del.icio.us.  Here’s something I found useful, for what it’s worth...  Moreover, I’m sharing my code, for what it’s worth to me to share my code...  I am sharing my code.  I am not launching an open source project.  I am not beginning a search for like minded developers to avoid duplication of efforts.  I am not showing up at someone else’s door hat in hand, asking for commit access.  I am not looking to do battle with Brook’s Lawiii at the outset of my brainstorm"
Gutierrez, 2008

Sometimes developers simply want to publish and share their work, not start a social movement.  Sometimes they want to contribute to a project without going through masonic hazing rituals.  DVCS facilitates these interactions far more easily than traditional centralized version control systems and the hierarchical organizations which tend to accompany these systems.  Part of what makes this all work smoothly are very good tools to help merge disparate branches of work.   This all sounds chaotic and unmanageable, but so did concurrent version control when it first became popular.

In anecdotal accounts of switching to DVCS, developer's describe an increase in the joy of sharing—the tools help reduce the focus on perfecting software for an imagined speculative use and the overhead of coordinating networks of trusted contributors.  The practice really emphasizes the efficient laziness of agile programming, and helps people concentrate on the immediate requirements, not become preoccupied with endless planning and prognostications.

In some respects, this emerging style of collaboration is more free-loving than an anonymously editable wiki, since all versions of the code can simultaneously exist – almost in a state of superposition.  Wikis technically support the preservation of diversity in a page's history, but in a centralized wiki the current page is the (ephemeral) final word.  DVCS are developing richer interfaces to simultaneously represent diversity, and facilitate the cherry picking of features from across a range of contributors.  The expression of a multiplicity of heteracrchical voices is explicitly encouraged, although there is a hidden accumulation of technical debt that accrues, the longer the merging of different branches of work is delayed.  Of course, sometimes you may actually want to start a community or social movement around your software, which is still possible, but is now decoupled and needs to be managed with purposeful intent.

Futures

Crowdfunding

Tanda is a Mexican example of a system of collectively funding large purchases or creating rotating credit associations. It originated in Puebla, Mexico around 1899, and is said to have been inspired by a similar system brought by Chinese immigrants. These systems exist in many cultures. The core principle behind the Tanda is that every week or month everyone in the Tanda contributes a set amount of money. Each time, that money is all given to one person in the Tanda. Each time it rotates. The Tanda is used to make large purchases that would otherwise require formal loans, use as see money to start businesses, or to pay for important infrastructural improvements for communities <tiny.booki.cc/?tandas>

An online success

When Apple announced that their new computers were switching to the Intel chipset, aficionados immediately speculated about whether these new computers would be able to run Windows. On January 22, 2006 OnMac.net put up a page to collectively raise a bounty for the first person to write a bootloader to solve the problem. If the problem wasn't solved, the money was to be donated to the EFF. Over $20,000 was raised, on March 13 someone using the handle narf2006 posted the solution. <forum.onmac.net/showthread.php?t=64> Three weeks later, on April 5th, Apple released Bootcamp, its own official bootloader.  

The effort was incredibly successful in that it not only achieved its goal of creating intense competition to accomplish an extremely challenging task that many people wanted accomplished, it also forced Apple to release their still buggy, but much more stable version. This Apple software had obviously been in existence the whole time, but they refused to release it for proprietary reasons. Because a solution had been achieved already, it was then in their best interests to release their own version. That was clearly a win-win situation for Apple: they could control the process, and run both operating systems on their machines, a feature that could only increase market share of their computers. Unfortunately, their response to the so-called "jailbreaking" of iPhones has not been aligned with the goals and desires of their customer-modders. 

It is worth noting that almost all of the principles of collaboration we have previously articulated have been followed. There was a clear goal and organization, everyone is attributed, the process was transparent, and the trust was maintained throughout. Even the names of the donors to the project are still upon the homepage, just as the project promised <tiny.booki.cc/?xom>.

An online failure

Fundable.com was launched in 2005, and promised to create a crowdfunding platform. Apparently many people were able to use it successfully, but many others had significant problems. These problems exploded when prominent author Mary Robinette Kowal had a terrible experience where Fundable held the donated money, neither disbursing it, nor refunding it to its original donors. This blew up on a BoingBoing.net blog post and, shortly thereafter, the company shut down. The company has since resurfaced, though who is in control is unclear.  

The story behind the breakdown is the story of a failed collaboration. One side of the failure was detailed by one of the two partners on the Fundable.com homepage when he took it off-line October 1, 2009. The image is here:  <files.spontaneousderivation.com/fundable-capture/index.html>

The details of who said what when, and who did what when, are fairly irrelevant, as the one-sided account is, well... one-sided. What is fundamentally clear is that the project failed because the collaboration between the two partners failed. There was a total breakdown in communication, trust, transparency, etc <tiny.booki.cc/?fundablecom> and <tiny.booki.cc/?fundablecom2>.

Current successes of Kickstarter

Kickstarter.com has taken up this concept of crowdfunding with what seems to be significant initial success. The premise is simple: an individual defines a project that needs funding, defines rewards for different levels of contribution, and sets a funding goal. If that funding goal is reached through the support of micro-funders, the money is charged to the micro-funders', distributed to the project creator, and they then make the project. If the project does not reach the funding goal by the deadline, no money is transferred. Projects have successfully raised as much as $84,000, though most projects aim for between $2000 and $10,000.  

Kickstarter is careful not to call it a donation, as most of the contributions are associated with tangle rewards, and it is not a form of micro-venture capital, as the funders retain no equity in the funded project. While previous incarnations of the crowdfunding model were not limited in their topic, Kickstarter is focused almost exclusively on funding creative and community focused projects. Part of their goal is to create a lively community of makers who support each other. At the end of their first year, they gave out a number of awards including the project with the most contributors, the project that raised the most money, and the project that reached their goal the fastest, but the award that might be most telling is for the "Most Prolific Backer"  

"Jonas Landin, Kickstarter’s Most Prolific Backer, has pledged to an amazing 56 projects. What motivates him? “It feels really nice to be able to partially fund some one who has an idea they want to realize"  
<tiny.booki.cc/?kickstarter>

Not only are they attempting to enable small scale creative projects, they are trying to build a community of creators around this process. Yes, this is a good business model, but it is a good business model because it actually turns the process into a collaborative social experience.

Funding the New York Times Special Edition

As previously mentioned, a post dated knock-off of the New York Times was distributed by hundreds of volunteers. They printed a newspaper based on a wish list of news. As the motto states, they printed "All the news we hope to print", a twist on the NY Time's famous phrase "All the news that's fit to print".

In order to fund the printing and distribution of the newspaper, the anonymous organizers came up with a campaign that emphasized the hope embodied in the newspapers' mission and retained the projects anonymity. They sent out an open call to thousands of people to donate to a large secret project to build a better world, without a clear description of what was being proposed.

As vague as it sounds, people donated more then ten thousand dollars in small donations simply based on a simple idea of optimism and hope. This model was effective in motivating a base for change, and was tapping into desire for change that co-existed in the Obama election campaign.

Ownership, Control, Conflict

"Free cooperation has three definitions: It is based on the acknowledgement that given rules and given distributions of control and possession are a changeable fact and do not deserve any higher objectifiable right. In a free cooperation, all members of the cooperation are free to quit, to give limits or conditions for its cooperative activity in order to influence the rules according to their interests; they can do this at a price that is similar and bearable for all members; and the members really practice it, individually and collectively."
Christoph Spehr, The Art of Free Cooperation

Ownership

In the industrial information economy the outputs are owned by the company that produces them. Copyrights and patentable inventions produced by employees are transferred to the corporate owner, either directly or via the 'work for hire' doctrine, which treats the acts of individuals as extensions of the employers will.

Collaborations amongst small groups often use similar proprietary methods to control the benefits arising from their outputs, but parcel out ownership amongst collaborators. In larger-scale settings, however, the very concept of ownership is turned on its head: where proprietary strategies seek to exclude use by others, these approaches prevent exclusion of others from using.

In the traditional workplace, the labour relationship was set out in a legally binding manner, whose terms were clear although imbalanced. In the digital era however the distinction between the time and space of work and that of play is ambivalent, and those dedicating their energy are often not employees. Licenses play a role partially analogous to that of the labour contract. Cases of the privatization of volunteer contributions to the Compact Disk Database (CDDB) by Gracenote, and less dramatically the IMDB, have demonstrated the risks inherent in not confronting the ownership question.

The two principal licensing schemes used in free software and free culture production today reflect this. The GPL guarantees the right to use, distribute, study and modify, provided the user agrees to abide by the same terms with any downstream outputs. Creative Commons licenses are more diverse, but that most commonly employed within large scale collaborations, the BY-SA (Attribution and ShareAlike) license, functions in the same manner. However, amongst individual users and small-team production there continues to be wide use of CC licenses which permit distribution but bar commercial use.

Conflict

This licensing approach creates a system where rich repositories of data artifacts are available for reuse, also commercially, for those who abide by the rules: commons on the inside, property to the outside. Following Spehr, we can see that this strategy of preventing exclusive ownership allows anyone disagreeing with the direction taken by a project to leave without having to sacrifice the work that they have invested, because they can bring it with them and take up where they left off.

Such configurations are useful for a second reason. In traditional proprietary organizations the disgruntled have three options: exit, loyalty - putting up with it-, or voice - speaking out in opposition (the terminology is Albert Hirschman's). Because speaking out often incurs awkward conflicts and the possibility of stigmatisation or expulsion, it is heavily disincentivized. Once the power of ownership is contained, however, one can leave the collaboration without abandoning the project, and the pressure to withhold criticism and disagreement is correspondingly attenuated. This can encourage conflicts to be played out in a potentially useful manner within a project, and makes exit an act of last resort.

Although this licensing protects participants' access to the outputs, there is always a cost to leaving: loss of any recognition and visibility already attained, technical infrastructure, and the consumption of energy through acrimony.

Forking and Merging

There have been many successful software forks over the years, demonstrating that the guarantees actually work. In some cases the second project supersedes the original, in others a period of separation is sufficient to cool tempers and reconcile differences, culminating in a reunification around new terms.

The disruptive force of forking is greater in an environment whose default is to maintain code in centralized, collaboratively maintained repositories such as Subversion. Entry and exit in the project implicate both a division of participants and the need to erect new infrastructural support. The popularization of distributed versioning systems such as GIT, Bazaar and Mercurial is changing this default (as discussed above in Multiplicity and Social Coding), and creating more situations where the autonomous development of code, and the possibility of its repeated collaborative merging are rendered more explicit. One could say that the future is one where the fork, a separated initiative, is the basic state, always awaiting its moment of reintegration.

The Freedom to Merge, The Freedom to Fork

When you face a simple task and have all the capability and know-how necessary to accomplish it by yourself, there is really no reason for you to collaborate. And that's OK.

But when achieving the goal is hard, and the tools you have are insufficient, there is room for collaboration. In some cases collective action will be a part of the task itself - meaning the mobilization of group collaboration is a part of the task. Often this mobilization is a by product of the principal objective.

Earlier we defined intentionality and coordination of contributions as key to collaboration. But both intention and coordination actually raise the cost of collaboration, and in some cases makes it not worth the trouble.

"Sometimes developers simply want to publish and share their work, not start a social movement.  Sometimes they want to contribute to a project without going through masonic hazing rituals."

This quote from the Multiplicity and Social Coding chapter refers to Distributed Version Control Systems. The loose coordination enabled by these systems attempts to lower the cost of collaboration. By using these distributed collaborative tools the overhead inherent in establishing intention and coordination is reduced. In fact these system allow for a completely individualized practice. A Git user can work alone for years. By publishing her files online under a Free Software license she opens the door to a potential reappropriation or even future collaboration. She does not have to commit to contribute, she does not have to coordinate with anyone. She is not collaborating (yet).

This approach is similar to the principles advocated by the Free Culture movement. Share first and maybe collaborate later, or have others use your work, be it in an individual or a collaborative manner. But while distributed sharing platforms are common, DVCS excels in constantly switching between a coordinated action and an individuated one.

At any point of the development process Alice, a Git user, can inspect Bob's code repository and choose to fork (essentially duplicate) his code base to work on it separately. No permission is required, no coordination needed. At any point, Bob can pull Alice's changes and merge them back into his own repository.

This might seem trivial, but it's not. Centralized version control systems can make it technically easy to fork but are usually not sophisticated enough to make merging back easy. This has turned forking into a highly contested practice, as forking the code meant forking the project and dividing the community. DVCS makes forking and merging trivial and lowers the cost of collaboration.

But whilst distributing and individuating the process minimizes the need for intent and coordination, it may result in deemphasizing the collaborative act. By ensuring that 'you don't have to start a social movement', does it divorce itself from the social ideals of collaboration celebrated by many Free Software activists?

We argue it does not. You can still start a social movement if you like. You might actually have better tools to do so too, as the distributed process allow a larger autonomy for the individual members and less friction in governance and control.

From Splicing Code to Assembling Social Solidarities

We can already see early examples of these approaches outside of Free Software. One of them is the Twitter Vote Report used in the 2008 US presidential elections (http://twittervotereport.com) and its later incarnation as SwiftRiver, a tool for crowdsourcing situational awareness:

"Swift hopes to expand [Twitter Vote Report's] approach into a general purpose toolkit for crowdsourcing the semantic structuring of data so that it can be reused in other applications and visualizations.  The developers of Swift are particularly interested in crisis reporting (Ushahidi) and international media criticism (Meedan), but by providing a general purpose crowdsourcing tool we hope to create a tool reusable in many contexts.  Swift engages self-interested teams of “citizen editors” who curate publicly available information about a crisis or any event or region as it happens"
Swift Project, 2010

These activist hacker initiatives are realizing the potential of loosely coordinated distributed action. Its political power is entangled with its pragmatism, allowing the collaboration to fluidly shift between individual and collective action. In January 2010, as the horrors of the Haiti earthquake were unraveling, hackers around the world were mobilizing in unconference-style "CrisisCamps". These hackathons gathered individuals in physical space to "create technological tools and resources for responders to use in mitigating disasters and crises around the world." <crisiscommons.org/about>.

Contesting Neoliberal Command and Control

This type of external interest and action was previously reserved to human rights organization, media companies, governments and multinational corporations - all organizations that work in a pretty hierarchical and centralized manner. Now we see a new model emerge - a distributed networked collaboration of interested individuals contributing digital labor, not just money.

The political vacuum presented by these natural or man made crises leave room for a strong active force that often enforces a new political and economic reality. In her book titled The Shock Doctrine, author Naomi Klein describes how governments and businesses have exploited instances of political and economic instabilities in recent decades to dictate a neo-liberal agenda. In each case the interested powers were the first on the scene, imposing rigid rules of engagement and coordination, and justifying enforcement by the need to restore order.

In contrast, the activists are providing the tools and the know how for data production and aggregation. They are then actively assembling them into actionable datasets:

"People on the ground need information, desperately. They need to know which symbols indicate that a house has already been searched, where the next food/water/medicine drop will be, and that the biscuits are good, and not expired.  They also need entertainment, and news - à la Good Morning Vietnam. And messages of consolation, emotional support, solidarity, and even song and laughter. "
Jonnah Bossowitch
<tiny.booki.cc/?alchemicalmusings>

The model of individual autonomy and free association that enables the hackers coding is embedded into the assistance they propose, empowering communities on the ground. One of the hackers from the NYC CrisisCamp jokingly declares: "Two sides get to play the shock doctrine game". It is obviously a drop in the ocean in comparison to the scale of the disaster and the years it would take to heal. Nations and corporations have long term interests and the resources that will probably keep them in the picture long after the networked effort will evaporate.

These are brave yet very early experiments in new political association. They are widely informed by experiments in collaboration and control in information economies. Most of them will not automatically translate to meat space. Especially at times of natural disaster, when food and medicine shortage occupies much of the human rights debate.

Futures Past.. and the Rest to Invent

In the past, experiments in alternative social organizations were hampered by limitations on the resources available within individual projects, and isolated by the costs of communication and coordination with kindred efforts. This was the case of the Cooperative movement, communes, the occupied factories in Argentina and other similar alternative social experiments. The results might look different under the new operating conditions.

New models of collaboration will continue to inform and alter our social relations. These political experiments are free for us to assess, free for us to fork and to try something different. Then, in the future after more development is done, and the commits have been tested, we will also be free to merge them back.

Solidarity

"There is no guarantee that networked information technology will lead to the improvements in innovation, freedom, and justice that I suggest are possible. That is a choice we face as a society. The way we develop will, in significant measure, depend on choices we make in the next decade or so."
Yochai Benkler
The Wealth of Networks: How Social Production Transforms Markets and Freedom

Postnationalism

Catherine Frost, in her 2006 paper Internet Galaxy Meets Postnational Constellation: Prospects for Political Solidarity After the Internet evaluates the prospects for the emergence of postnational solidarities abetted by Internet communications leading to a change in the political order in which the responsibilities of the nation state are joined by other entities. Frost does not enumerate the possible entities, but surely they include supernational, transnational, international, and global in scope and many different forms, not limited to the familiar democratic and corporate.

The verdict? Characteristics such as anonymity, agnosticism to human fatalities and questionable potential for democratic engagement make it improbable that postnational solidarities with political salience will emerge from the Internet -- anytime soon. However, Frost acknowledges that we could be looking in the wrong places, such as the dominant English-language web. Marginalized groups could find the Internet a more compelling venue for creating new solidarities. And this:

"Yet we know that when things change in a digital age, they change fast. The future for political solidarity is not a simple thing to discern, but it will undoubtedly be an outcome of the practices and experiences we are now developing."

Could the collaboration mechanisms discussed in this book aid the formation of politically salient postnational solidarities? Significant usurpation of responsibilities of the nation state seems unlikely soon. Yet this does not bar the formation of communities that contest with the nation state for intensity of loyalty, in particular when their own collaboration is threatened by a nation state. As an example we can see global responses from free software developers and bloggers to software patents and censorship in single jurisdictions.

If political solidarities could arise out of collaborative work and threats to it, then collaboration might alter the power relations of work. Both globally and between worker and employer -- at least incrementally.

Free Labor

Trade in goods between jurisdictions has become less restricted over the last half century -- tariff and non-tariff barriers to trade have been greatly reduced. Capital flows have greatly increased.

While travel costs have decreased drastically, in theory giving any worker the ability to work wherever pay (or other desirable quality) is highest, in fact workers are not permitted the freedom that has been given traders and capitalists. Workers in jurisdictions with less opportunity are as locked into politically institutionalized underemployment and poverty as were non-whites in Apartheid South Africa, while the populations of wealthy jurisdiction are as privileged as whites were in the same regime.

What does this have to do with collaboration? This system of labor is immobilized by politically determined discrimination. It is not likely this system will change without the formation of new postnational orders. However, it is conceivable that as collaboration becomes more economically important -- as an increasing share of wealth is created via distributed collaboration -- the inequalities of the current system could be mitigated. And that is simply because distributed collaboration does not require physical movement across borders.

Workers in privileged jurisdictions will object -- do object -- to competition from those born into less privilege. As did white workers to competition from blacks during the consolidation of Apartheid. However, it is also possible that open collaboration could alter relationships between some workers and employers in the workers' favor both in local and global markets.

Control of the means of production

Open collaboration changes which activities are more efficient inside or outside of a firm. Could the power of workers relative to firms also be altered?

"Intellectual property rights prevent mobility of employees in so far as their knowledge is locked in in a proprietary standard that is owned by the employer. This factor is all the more important since most of the tools that programmers are working with are available as cheap consumer goods (computers, etc.). The company holds no advantage over the worker in providing these facilities (in comparison to the blue-collar operator referred to above whose knowledge is bound to the Fordist machine park). When the source code is closed behind copyrights and patents, however, large sums of money is required to access the software tools. In this way, the owner/firm gains the edge back over the labourer/programmer.

This is were GPL comes in. The free license levels the playing field by ensuring that everyone has equal access to the source code. Or, putting it in Marxist-sounding terms, through free licenses the means of production are handed back to labour. [...] By publishing software under free licences, the individual hacker is not merely improving his own reputation and employment prospects, as has been pointed out by Lerner and Tirole. He also contributes in establishing a labour market where the rules of the game are completely different, for him and for everyone else in his trade. It remains to be seen if this translates into better working conditions,higher salaries and other benefits associated with trade unions. At least theoretically the case is strong that this is the case. I got the idea from reading Glyn Moody's study of the FOSS development model, where he states: "Because the 'product' is open source, and freely available, businesses must necessarily be based around a different kind of scarcity: the skills of the people who write and service that software." (Moody, 2001, p.248) In other words, when the source code is made available to everyone under the GPL, the only thing that remains scarce is the skills needed to employ the software tools productively. Hence, the programmer gets an edge over the employer when they are bargaining over salary and working conditions.

It bears to be stressed that my reasoning needs to be substantiated with empirical data. Comparative research between employed free software programmers and those who work with proprietary software is required. Such a comparison must not focus exclusively on monetary aspects. As important is the subjective side of programming, for instance that hackers report that they are having more fun when participating in free software projects than they work with proprietary software (Lakhani & Wolf, 2005). Neither do I believe that this is the only explanation to why hackers use GPL. No less important are the concerns about civil liberties and the anti-authoritarian ethos within the hacker subculture. In sum, hackers are a much too heterogeneous bunch for them all to be included under a single explanation. But I dare to say that the labour perspective deserves more attention than it has been given by popular and scholarly critics of intellectual property till now. Both hackers and academic writers tend to formulate their critique against intellectual property law from a consumer rights horizon and borrow arguments from a liberal, political tradition. There are, of course, noteworthy exceptions. People like Eben Moglen, Slavoj Zizek and Richard Barbrook have reacted against the liberal ideology implicit in much talk about the Internet by courting the revolutionary rhetoric of the Second International instead. Their ideas are original and eye-catching and often full of insight. Nevertheless, their rhetoric sounds oddly out of place when applied to pragmatic hackers. Perhaps advocates of free sotftware would do better to look for a counter-weight to liberalism in the reformist branch of the labour movement, i.e. in trade unionism. The ideals of free software is congruent with the vision laid down in the “Technology Bill of Rights”, written in 1981 by the International Association of Machinists:

”The new automation technologies and the sciences that underlie them are the product of a world-wide, centuries-long accumulation of knowledge. Accordingly, working people and their communities have a right to share in the decisions about, and the gains from, new technology” (Shaiken, 1986, p.272)."

Johan Söderberg, Hackers GNUnited!, CC BY-SA, <www.freebeer.fscons.org>

Perhaps open collaboration can only be expected to slightly tip the balance of power between workers and employers and change measured wages and working conditions very little. However, it is conceivable, if fanciful, that control of the means of production could nurture a feeling of autonomy that empowers further action outside of the market.

Autonomous individuals and communities

Free Software and related methodologies can give individuals autonomy in their technology environments. It might also give individuals a measure of additional autonomy in the market (or increased ability to stand outside it). This is how Free and Open Source Software is almost always characterized, when it is described in terms of freedom or autonomy -- giving individual users freedom, or allowing organizations to not be held ransom to proprietary licenses.

However, communities that exist outside of the market and state obtain a much greater autonomy. These communities have no need for the freedoms discussed above, even if individual community members do. There have always been such communities, but they did not possess the ability to use open collaboration to produce wealth that significantly competes, even supplants, market production. This ability makes these autonomous organizations newly salient.

Furthermore, these autonomous communities (Debian and Wikipedia are the most obvious examples) are pushing new frontiers of governance necessary to scale their collaborative production. Knowledge gained in this process could inform and inspire other communities that could become reinvigorated and more effective through the implementation of open collaboration, including community governance. Such communities could even produce postnational solidarities, especially when attacked.

Do we know how to get from here to there? No. But only through experimentation will we find out. If a more collaborative future is possible, obtaining it depends on the choices we make today.

Other People's Computers

"Partly because they're location-transparent and web-integrated, browser apps support social interaction more easily than desktop apps."
Kragen Sitaker (<tiny.booki.cc/?kragen>)

Much of what we call collaboration occurs on web sites generally running software services. This is particularly true of collaboration among many distributed users. Direct support for collaboration, and more broadly for social features, is simply easier in a centralized context. It is possible to imagine a decentralized Wikipedia or Facebook, but building such services with sufficient ease of use, features, and robustness to challenge centralized web sites is a very difficult task.

Why does this matter? The web is great for collaboration, let's celebrate that! However, making it relatively easy for people to work together in the specific way offered by a web site owner is a rather impoverished vision of what the web and digital networks could enable, just as merely allowing people to run programs on their computers in the way program authors intended is an impoverished vision of personal computing.

Free software allows users control their own computing and to help other users by retaining the ability to run, modify, and share software for any purpose. Whether the value of this autonomy is primarily ethical, as often framed by advocates of the term free software, or primarily practical, as often framed by advocates of the term open source, any threat to these freedoms has to be of deep concern to anyone interested in the future of collaboration, both in terms of what collaborations are possible and what interests control and benefit from those collaborations. Kragen Sitaker frames the problem with these threats to freedom:

"Web sites and special-purpose hardware [...] do not give me the same freedoms general-purpose computers do. If the trend were to continue to the extent the pundits project, more and more of what I do today with my computer will be done by special-purpose things and remote servers.

What does freedom of software mean in such an environment? Surely it's not wrong to run a Web site without offering my software and databases for download. (Even if it were, it might not be feasible for most people to download them. IBM's patent server has a many-terabyte database behind it.)

I believe that software -- open-source software, in particular -- has the potential to give individuals significantly more control over their own lives, because it consists of ideas, not people, places, or things. The trend toward special-purpose devices and remote servers could reverse that.

Kragen Sitaker, "people, places, things, and ideas ", <tiny.booki.cc/?kragen2>

What are the prospects and strategies for keeping the benefits of free software in an age of collaboration mediated by software services? One strategy, argued for in "The equivalent of free software for online services" by Kragen Sitaker (see <www.lists.canonical.org/pipermail/kragen-tol/2006-July/000818.htm>), is that centralized services need to be re-implemented as peer-to-peer services that can run on computers as free software under users' control. This is an extremely interesting strategy, but a very long term one, for it is both a computer science challenge and a social one.

Abstinence from software services may be a naive and losing strategy in both the short and long term. Instead, we can both work on decentralization as well as attempt to build services that respect user's autonomy:

"Going places I don’t individually control — restaurants, museums, retail stores, public parks — enriches my life immeasurably. A definition of “freedom” where I couldn’t leave my own house because it was the only space I had absolute control over would not feel very free to me at all. At the same time, I think there are some places I just don’t want to go — my freedom and physical well-being wouldn’t be protected or respected there.

Similarly, I think that using network services makes my computing life fuller and more satisfying. I can do more things and be a more effective person by spring-boarding off the software on other peoples’ computers than just with my own. I may not control your email server, but I enjoy sending you email, and I think it makes both of our lives better.

And I think that just as we can define a level of personal autonomy that we expect in places that belong to other people or groups, we should be able to define a level of autonomy that we can expect when using software on other people’s computers. Can we make working on network services more like visiting a friends’ house than like being locked in a jail?

We’ve made a balance between the absolute don’t-use-other-people’s-computers argument and the maybe-it’s-OK-sometimes argument in the Franklin Street Statement. Time will tell whether we can craft a culture around Free Network Services that is respectful of users’ autonomy, such that we can use other computers with some measure of confidence."

Evan Prodromou, "RMS on Cloud Computing: “Stupidity”", CC BY-SA, <www.autonomo.us/2008/09/rms-on-cloud-computing-stupidity>

The Franklin Street Statement on Freedom and Network Services is an initial attempt to distill actions that users, service providers (the "other people" here), and developers should take to retain the benefits of free software in an era of software services:

"The current generation of network services or Software as a Service can provide advantages over traditional, locally installed software in ease of deployment, collaboration, and data aggregation. Many users have begun to rely on such services in preference to software provisioned by themselves or their organizations. This move toward centralization has powerful effects on software freedom and user autonomy.

On March 16, 2008, a working group convened at the Free Software Foundation to discuss issues of freedom for users given the rise of network services. We considered a number of issues, among them what impacts these services have on user freedom, and how implementers of network services can help or harm users. We believe this will be an ongoing conversation, potentially spanning many years. Our hope is that free software and open source communities will embrace and adopt these values when thinking about user freedom and network services. We hope to work with organizations including the FSF to provide moral and technical leadership on this issue.

We consider network services that are Free Software and which share Free Data as a good starting-point for ensuring users’ freedom. Although we have not yet formally defined what might constitute a ‘Free Service’, we do have suggestions that developers, service providers, and users should consider:

Developers of network service software are encouraged to:

Service providers are encouraged to: Users are encouraged to:

Franklin Street Statement on Freedom and Network Services, CC BY-SA, <www.autonomo.us/2008/07/franklin-street-statement/>

As challenging as the Franklin Street Statement appears, additional issues must be addressed for maximum autonomy, including portable identifiers:

"A Free Software Definition for the next decade should focus on the user’s overall autonomy- their ability not just to use and modify a particular piece of software, but their ability to bring their data and identity with them to new, modified software.

Such a definition would need to contain something like the following minimal principles:

  1. data should be available to the users who created it without legal restrictions or technological difficulty.
  2. any data tied to a particular user should be available to that user without technological difficulty, and available for redistribution under legal terms no more restrictive than the original terms.
  3. source code which can meaningfully manipulate the data provided under 1 and 2 should be freely available.
  4. if the service provider intends to cease providing data in a manner compliant with the first three terms, they should notify the user of this intent and provide a mechanism for users to obtain the data.
  5. a user’s identity should be transparent; that is, where the software exposes a user’s identity to other users, the software should allow forwarding to new or replacement identities hosted by other software."

Luis Villia, "Voting With Your Feet and Other Freedoms", CC BY-SA, <www.tieguy.org/blog/2007/12/06/voting-with-your-feet-and-other-freedoms/>

Fortunately the oldest, and at least until recently, the most ubiquitous network service -- email -- accommodates portable identifiers. (Not to mention that email is the lowest common denominator for much collaboration -- sending attachments back and forth.) Users of a centralized email service like Gmail can retain a great deal of autonomy if they use an email address at a domain they control and merely route delivery to the service -- though of course most users use the centralized provider's domain.

It is worth noting that the more recent and widely used, if not ubiquitous, instant messaging protocol XMPP as well as the brand new and little used Wave protocol have an architecture similar to email, though use of non-provider domains seems even less common, and in the case of Wave, Google is currently the only service provider.

It may be valuable to assess software services from the respect of community autonomy as well as user autonomy. The former may explicitly note requirements for the product of collaboration -- non-private data, roughly -- as well as service governance:
In cases where one accepts a centralized web application, should one demand that application be somehow constitutionally open? Some possible criteria:

Mike Linksvayer, "Constitutionally open services", CC0, <www.gondwanaland.com/mlog/2006/07/06/constitutionally-open-services/>

Software services are rapidly developing and subjected to much hype, often referred to the buzzword Cloud Computing. However, some of the most potent means of encouraging autonomy may be relatively boring -- for example, making it easier to maintain one's own computer and deploy slightly customized software in a secure and foolproof fashion. Any such development helps traditional users of free software as well as makes doing computing on one's own computer (which may be a "personal server" or virtual machine that one controls) more attractive.

Perhaps one of the most hopeful trends is relatively widespread deployment by end users of free software web applications like WordPress and MediaWiki. StatusNet, free software for microblogging, is attempting to replicate this adoption success. StatusNet also includes technical support for a form of decentralization (remote subscription) and a legal requirement for service providers to release modifications as free software via the AGPL.

This section barely scratches the surface of the technical and social issues raised by the convergence of so much of our computing, in particular computing that facilitates collaboration, to servers controlled by "other people",  especially when these "other people" are a small number of large service corporations. The challenges of creating autonomy-respecting alternatives should not be understated.

One of those challenges is only indirectly technical: decentralization can make community formation more difficult. To the extent the collaboration we are interested in requires community, this is a challenge. However, easily formed but inauthentic and controlled community also will not produce the kind of collaboration we are interested in.

We should not limit our imagination to the collaboration faciliated by the likes of Facebook, Flickr, Google Docs, Twitter, or other "Web 2.0" services. These are impressive, but then so was AOL two decades ago. We should not accept a future of collaboration mediated by centralized giants now, any more than we should have been, with hindsight, happy to accept information services dominated by AOL and its near peers. 

Wikipedia is both held up as an exemplar of collaboration and is a free-as-in-freedom service: both the code and the content of the service are accessible under free terms. It is also a huge example of community governance in many respects. And it is undeniably a category-exploding success: vastly bigger and useful in many more ways than any previous encyclopedia. Other software and services enabling autonomous collaboration should set their sights no lower -- not to merely replace an old category, but to explode it.

However, Wikipedia (and its MediaWiki software) are not the end of the story. Merely using MediaWiki for a new project, while appropriate in many cases, is not magic pixie dust for enabling collaboration. Affordances for collaboration need to be built into many different types of software and services. Following Wikipedia's lead in autonomy is a good idea, but many experiments should be encouraged in every other respect. One example could be the young and relatively domain-specific collaboration software that this book is being written with, Booki.

Software services have made "installation" of new software as simple as visiting a web page, social features a click, and provide an easy ladder of adoption for mass collaboration. They also threaten autonomy at the individual and community level. While there are daunting challenges, meeting them means achieving "world domination" for freedom in the most important means of production -- computer-mediated collaboration -- something the free software movement failed to approach in the era of desktop office software.

Science 2.0

"Let the future tell the truth and evaluate each one according to his work and accomplishments. The present is theirs; the future, for which I really worked, is mine."
Nikola Tesla

Science is a prototypical example of collaboration, from closely coupled collaboration within a lab to the very loosely coupled collaboration of the grant scientific enterprise over centuries. However, science has been slow to adopt modern tools and methods for collaboration. Efforts to adopt or translate new tools and methods have been broadly (and loosely) characterized as "Science 2.0" and "Open Science", very roughly corresponding to "Web 2.0" and "Open Source".

Why Science 2.0? Didn't we claim in the chapter A Brief History of Collaboration that "Web 2.0 is bullshit" as the "version number" of the web as it conveys the incorrect sense that progress is not incremental and a marketing-driven message to "upgrade"?

For these same reasons Science 2.0 is appropriate. In general science hasn't made effective use the web -- translating and adopting the best practices of open collaboration on the web would constitute an "upgrade" and such an upgrade should be encouraged rhetorically.

This is largely the case due to science's current setting in giant, slow to change institutions -- "big science". But, institutions, when they do change, can force broad change, quickly, as a matter of policy. Another reason the "upgrade" connotation is appropriate.

Open Access (OA) publishing is the vanguard -- an effort to remove a major barrier to distributed collaboration in science -- the high price of journal articles, effectively limiting access to researchers affiliated with wealthy institutions. Access to Knowledge (A2K) emphasizes the equality and social justice aspects of opening access to the scientific literature.

The OA movement has met with substantial and increasing success recently. The Directory of Open Access Journals (see <www.doaj.org>) lists 4583 journals as of 2010-01-20. The Public Library of Science's top journals are in the first tier of publications in their fields. Traditional publishers are investing in OA, such as Springer's acquisition of large OA publisher BioMed Central, or experimenting with OA, for example Nature Precedings.

In the longer term OA may lead to improving the methods of scientific collaboration, eg peer review, and allowing new forms of meta-collaboration. An early example of the former is PLoS ONE, a rethinking of the journal as an electronic publication without a limitation on the number of articles published and with the addition of user rating and commenting. An example of the latter would be machine analysis and indexing of journal articles, potentially allowing all scientific literature to be treated as a database, and therefore queryable -- at least all OA literature. These more sophisticated applications of OA often require not just access, but permission to redistribute and manipulate, thus a rapid movement to publication under a Creative Commons license that permits any use with attribution -- a practice followed by both PLoS and BioMed Central.

Scientists have also adopted web tools to enhance collaboration within a working group as well as to facilitate distributed collaboration. Wikis and blogs have been purposed as as open lab notebooks under the rubric of "Open Notebook Science". Connotea is a tagging platform (they call it "reference management") for scientists. These tools help "scale up" and direct the scientific conversation, as explained by Michael Nielsen:

"You can think of blogs as a way of scaling up scientific conversation, so that conversations can become widely distributed in both time and space. Instead of just a few people listening as Terry Tao muses aloud in the hall or the seminar room about the Navier-Stokes equations, why not have a few thousand talented people listen in? Why not enable the most insightful to contribute their insights back?

...

Stepping back, what tools like blogs, open notebooks and their descendants enable is filtered access to new sources of information, and to new conversation. The net result is a restructuring of expert attention. This is important because expert attention is the ultimate scarce resource in scientific research, and the more efficiently it can be allocated, the faster science can progress."

Michael Nielsen, "Doing science online",<www.michaelnielsen.org/blog/doing-science-online/>

OA and adoption of web tools are only the first steps toward utilizing digital networks for scientific collaboration. Science is increasingly computational and data-intensive: access to a completed journal article may not contribute much to allowing other researcher's to build upon one's work -- that requires publication of all code and data used during the research used to produce the paper. Publishing the entire "research compendium" under appropriate terms (e.g. usually public domain for data, a free software license for software, and a liberal Creative Commons license for articles and other content) and in open formats has recently been called "reproducible research" -- in computational fields, the publication of such a compendium gives other researches all of the tools they need to build upon one's work.

Standards are also very important for enabling scientific collaboration, and not just coarse standards like RSS. The Semantic Web and in particular ontologies have sometimes been ridiculed by consumer web developers, but they are necessary for science. How can one treat the world's scientific literature as a database if it isn't possible to identify, for example, a specific chemical or gene, and agree on a name for the chemical or gene in question that different programs can use interoperably? The biological sciences have taken a lead in implementation of semantic technologies, from ontology development and semantic databases to inline web page annotation using RDFa.

Of course all of science, even most of science, isn't digital. Collaboration may require sharing of physical materials. But just as online stores make shopping easier, digital tools can make sharing of scientific materials easier. One example is the development of standardized Materials Transfer Agreements accompanied by web-based applications and metadata, potentially a vast improvement over the current choice between ad hoc sharing and highly bureaucratized distribution channels.

"Open Innovation" is a practice that is somewhere between open science and business. Open Innovation refers to a collection of tools and methods for enabling more collaboration. Some of these Open Innovation tools include crowdsourcing of research expertise which is being lead by a company called InnoCentive, patent pools, end-user innovation which Erik von Hippel documented in Democratizing Innovation, and wisdom of the crowds methods such as prediction markets.

Reputation is an important question for many forms of collaboration, but particularly in science, where careers are determined primarily by one narrow metric of reputation -- publication. If the above phenomena are to reach their full potential, they will have to be aligned with scientific career incentives. This means new reputation systems that take into account, for example, re-use of published data and code, and the impact of granular online contributions, must be developed and adopted.

From the grand scientific enterprise to business enterprise modern collaboration tools hold great promise for increasing the rate of discovery, which sounds prosaic, but may be our best tool for solving our most vexing problems. John Wilbanks, Vice President for Science at Creative Commons often makes the point like this: "We don't have any idea how to solve cancer, so all we can do is increase the rate of discovery so as to increase the probability we'll make a breakthrough."

Science 2.0 also holds great promise for allowing the public to access current science, and even in some cases collaborate with professional researchers. The effort to apply modern collaboration tools to science may even increase the rate of discovery of innovations in collaboration!

Translation

There is a movement spearheaded by Aspiration <www.aspirationtech.org> as a collaborative practice. This new practice is dubbed "open translation." There are abundant examples of community translation, however the tools required are primitive or simply don't exist and hence the opportunity for the practice to gather more momentum are stunted.

Ethan Zuckerman has commented on the need for a 'polygot internet' and the need for collaborative translation:

"The polyglot internet demands that we explore the possibility and power of distributed human translation. Hundreds of millions of internet users speak multiple languages; some percentage of these users are capable of translating between these. These users could be the backbone of a powerful, distributed peer production system able to tackle the audacious task of translating the internet.

We are at the very early stages of the emergence of a new model for translation of online content -- "peer production" models of translation. Yochai Benkler uses the term "peer production" to describe new ways of organizing collaborative projects beyond such conventional arrangements as corporate firms. Individuals have a variety of motives for participation in translation projects, sometimes motivated by an explicit interest in building intercultural bridges, sometimes by fiscal reward or personal pride. In the same way that open source software is built by programmers fueled both by personal passion and by support from multinational corporations, we need a model for peer-produced translation that enables multiple actors and motivations.

To translate the internet, we need both tools and communities. Open source translation memories will allow translators to share work with collaborators around the world; translation marketplaces will let translators and readers find each other through a system like Mechanical Turk, enhanced with reputation metrics; browser tools will let readers seamlessly translate pages into the highest-quality version available and request future human translations. Making these tools useful requires building large, passionate communities committed to bridging a polyglot web, preserving smaller languages, and making tools and knowledge accessible to a global audience."

Ethan Zuckerman, 2009
<www.ethanzuckerman.com/blog/the-polyglot-internet/>

The gaps in the tools and practices for collaborative translation have been been documented in the Open Translations Tools book (<www.en.flossmanuals.net/OpenTranslationTools>) which was the result of a Book Sprint coordinated by FLOSS Manuals and Aspiration. The content below comes from the chapter 'The Current State' which identifies  the tools and processes required to catalyse this emergent field.

Workflow support

Though a number of 'Open Translation Tools' provide limited support for translation workflow processes, there is currently no tool or platform with rich and general support for managing and tracking a broad range of translation tasks and workflows. The internet has made possible a plethora of different collaborative models to support translation processes. But there are few open source tools to manage those processes: tracking assets and state, role and assignments, progress and issues. While tools like Transifex provide support for specific workflows in specific communities, generalized translation workflow tools are still few in number. An ideal Open Translation tool would understand the range of roles played in translation projects, and provide appropriate features and views for users in each role. As of this writing, most Open Translation tools at best provide workflow support for the single type of user which that tool targets.

Distributed translation with memory aggregation

As translation and localization evolve to more online-centric models, there is still a dearth of tools which leverage the distributed nature of the internet and offer remote translators the ability to contribute translations to sites of their choosing. As of this writing, Worldwide Lexicon is the most advanced platform in this regard, providing the ability for blogs and other open content sites to integrate distributed translation features into their interfaces. In addition, there needs to be a richer and more pervasive capture model for content translated through such distributed models, in order to aggregate comprehensive translation memories in a range of language pairs.

Interoperability

The lack of integration and interoperability between tools means both frustration for users and feature duplication by developers. Different communities have their own toolsets, but it is difficult for a translation project to make coherent use of a complete tool set. Among the interoperability issues which require further attention in the Open Translation tools ecology:

Review Processes

Tools for content review are also lacking; features for quality review should be focused on distributed process and community-based translation. As such reviews can be a delicate matter, the ideal communication model when there are quality problems is to contact the translator, but timing can be an issue. In systems with live posts and rapid translation turnaround, quick review is important and it may not be possible to reconnect with the content translator in a timely fashion.

Beyond Education

Education has a complicated history, including swings between decentralization, e.g., loose associations of students and teachers typifying some early European universities such as Oxford, to centralized control by the state or church. It's easy to imagine that in some of these cases teachers had great freedom to collaborate with each other or that learning might be a collaboration among students and teacher, while in others, teachers would be told what to teach, and students would learn that, with little opportunity for collaboration.

Our current and unprecedented wealth has brought near universal literacy and enrollment in primary education in many societies, and created impressive research universities and increasing enrollment in university and graduate programs. This apparent success masks that we are in an age of centralized control, driven by standards politically determined at the level of large jurisdictions, and a model in which teachers teach how to take tests and both students and teachers are consumers of educational materials created by large publishers. Current educational structures and practices do not take advantage of the possibilities offered by collaboration tools and methods and in some cases are in opposition to use of such tools.

Much as the disconnect between the technological ability to access and build upon and the political and economic reality of closed access in scientific publishing created the Open Access (OA) movement, the disconnect between what is possible and what is practiced in education has created collaborative responses.

Open Educational Resources

The Open Educational Resources (OER) movement encourages the availability of educational materials for free use and remixing -- including textbooks and also any materials that facilitate learning. As in the case of OA, there is a strong push for materials to be published under liberal Creative Commons licenses and in formats amenable to reuse in order to maximize opportunities for latent collaboration, and in some cases to form the legal and technical basis for collaboration among large institutions.

OpenCourseWare (OCW) is the best known example of a large institutional collaboration in this space. Begun at MIT, over 200 universities and associated institutions have OCW programs, publishing course content and in many cases translating and reusing material from other OCW programs.

Connexions, hosted by Rice University, is considered by many as an example of an OER platform facilitating large scale collaborative development and use of granular "course modules" which currently number over 15,000. The Connexions philosophy page is explicit about the role of collaboration in developing OER:

"Connexions is an environment for collaboratively developing, freely sharing, and rapidly publishing scholarly content on the Web. Our Content Commons contains educational materials for everyone — from children to college students to professionals — organized in small modules that are easily connected into larger collections or courses. All content is free to use and reuse under the Creative Commons "attribution" license.

Content should be modular and non-linear
Most textbooks are a mass of information in linear format: one topic follows after another. However, our brains are not linear - we learn by making connections between new concepts and things we already know. Connexions mimics this by breaking down content into smaller chunks, called modules, that can be linked together and arranged in different ways. This lets students see the relationships both within and between topics and helps demonstrate that knowledge is naturally interconnected, not isolated into separate classes or books.
Sharing is good
Why re-invent the wheel? When people share their knowledge, they can select from the best ideas to create the most effective learning materials. The knowledge in Connexions can be shared and built upon by all because it is reusable:
  • technologically: we store content in XML, which ensures that it works on multiple computer platforms now and in the future.
  • legally: the Creative Commons open-content licenses make it easy for authors to share their work - allowing others to use and reuse it legally - while still getting recognition and attribution for their efforts.
  • educationally: we encourage authors to write each module to stand on its own so that others can easily use it in different courses and contexts. Connexions also allows instructors to customize content by overlaying their own set of links and annotations. Please take the Connexions Tour and see the many features in Connexions.
Collaboration is encouraged
Just as knowledge is interconnected, people don't live in a vacuum. Connexions promotes communication between content creators and provides various means of collaboration. Collaboration helps knowledge grow more quickly, advancing the possibilities for new ideas from which we all benefit."

Connexions - Philosophy, CC BY, <cnx.org/aboutus/>

An issue with Connexions that needs to be asked is whether it really is a collaborative platform or is it a platform for sharing content. Authors that make their content available as "modules" for others to remix into collections, for example, might not be considered a collaborative activity. Although popularly considered collaborative it probably is better seen as a successful mechanism for sharing individually authored OER materials. Discussions and connections between contributors might be made around this shared content which might turn into collaborations that occur outside of the platform but Connexions itself as platform for collaboration is mostly aspirational.

Another interesting group producing OER materials is the Teaching Open Source group (<www.teachingopensource.org/>). They work using a collaborative authoring environment (FLOSS Manuals) to write a textbook for academics to use to teach open source engineering principles.

Beyond the institution

OER is not only used in an institutional context -- it is especially a boon for self-learning. OCW materials are useful for self-learners, but OCW programs generally do not actively facilitate collaboration with self-learners. A platform like Connexions is more amenable to such collaboration, while wiki-based OER platforms have an even lower barrier to contribution that enable self-learners (and of course teachers and students in more traditional settings) to collaborate directly on the platform. Wiki-based OER platforms such as Wikiversity and WikiEducator make it even easier for learners and teachers in all settings to participate in the development and repurposing of educational materials.

Self-learning only goes so far. Why not apply the lessons of collaboration directly to the learning process, helping self-learners help each other? This is what a project called Peer 2 Peer University has set out to do:

"The mission of P2PU is to leverage the power of the Internet and social software to enable communities of people to support learning for each other. P2PU combines open educational resources, structured courses, and recognition of knowledge/learning in order to offer high-quality low-cost education opportunities. It is run and governed by volunteers."

Scaling educational collaboration

As in the case of science, delivering the full impact of the possibilities of modern collaboration tools requires more than simply using the tools to create more resources. For the widest adoption, collaboratively created and curated materials must meet state-mandated standards and include accompanying assessment mechanisms.

While educational policy changes may be required, perhaps the best way for open education communities to convince policymakers to make these changes is to develop and adopt even more sophisticated collaboration tools, for example reputation systems for collaborators and quality metrics, collaborative filtering and other discovery mechanisms for educational materials. One example are "lenses" at Connexions (see <www.cnx.org/lenses>), which allow one to browse resources specifically endorsed by an organization or individual that one trusts.

Again, similar to science, clearing the external barriers to adoption of collaboration may result in general breakthroughs in collaboration tools and methods.

Death is not the end

"There is nothing in the world to which every man has a more unassailable title than to his own life and person."
Schopenhauer, On Suicide

Last year, the online world was surprised by two applications. They didn't offer faster, deeper or richer ways to engage, update or collaborate with other people. Quite the contrary! They encouraged users to liberate themselves from their needy, over-consuming virtual identities and jump back to the world of flesh meetings, slow readings and the realities of unpokeability by committing ritual suicide. Online.

"As the Seppuku restores samurai's honor as a warrior, in the same way, Seppukoo.com deals with the liberation of the digital body from any identity constriction in order to help people discover what happens after their virtual life and to rediscover the importance of being anyone, instead of pretending to be someone. "
Seppukoo.com

"This machine lets you delete all your energy sucking social-networking profiles, kill your fake virtual friends, and completely do away with your Web2.0 alterego."
Web 2.0 Suicide Machine

What followed was, after more than a thousand ritual suicides in both sites, a cease and desist letter from Facebook's legal adviser, who accused them of asking other users to share their login data, entering other people's accounts, collecting other user's information, spamming and using Facebook's Intellectual Property without permission. The Suicide Machine was also blocked from accessing Facebook accounts. 

Curiously enough, all but one of these accusations refer to Facebook's own Statements of Rights and Responsibility. The Copyright infringement could possibly hold water, though it could also be protected under the Fair use for parody, "the use of some elements of a prior author's composition to create a new one that, at least in part, comments on that author's works." But Facebook claims both websites were breaching the end user agreement, and they are no user. If someone had breached that contract, it was the Facebook suiciders who "shared your password, let anyone else access your account, or do anything else that might jeopardize the security of your account". Why were the websites held responsible for other people's 2.0 crimes?

Fight for your right to die

" When you deactivate your account, no one can see your profile, but your information is saved in case you decide to reactivate later," the company told the newspaper. As it turns out, suicide is not a crime in Facebook, as it is in most western countries. The company would be quite reluctant to sue their ex-users for terminating their relationship with them.  But it can be hard. "Users rely on us to protect their data and enforce the privacy decisions they make on Facebook -their spokesman insists.- We take this trust seriously and work aggressively to protect it", even against their will.

The very real crime committed by Seppukoo and The Suicide Machine is facilitating and encouraging the means for suicide, an option that many users might have never thought about and that would take them quite a while to accomplish on their own. 

With their help, dying can be like this: you choose the community you want to leave -MySpace, Facebook, Linkedin, Twitter-, give them your user name and login password, and everything in it, friends, connections, tweets, favorite, photos, will disappear. The only remaining sign of your 2.0 existence will be an empty profile with no more data than your last words: your grave. And there is no way back. 

"Seamless connectivity and rich social experience offered by web 2.0 companies are the very antithesis of human freedom", explained the Suicide Machine spokesman in an interview to the BBC. A life owned by a dot.com company is not worth living, specially at the cost of the real one. Facebook friends are not real friends, and Facebook suicide is not really dying, but if we put together the hours dedicate to befriending, connecting, introducing, banning, integrating, supporting, comparing and managing their social lives, some would agree that virtual existence is rendering the real one empty, without giving much back.

Disconnecting people

The right to life is an inalienable right inherent in us by virtue of our existence, but the right to live in a server owned and regulated by an online corporation is a different thing. Why sacrifice one for the other? In getafirstlife.com (2006), artist Darren Barefoot argued for living IRL: "Go Outside. Membership is Free". Sepukoo and the Web 2.0 Suicide Machine have reversed the 2.0 obsession of belonging back to the right and the need to be one's own, "disconnecting people from each other and transforming the individual suicide experience into an exciting social experience".

The ritual itself is essential, as it stands as a gesture of independence from the platform, the community and the commercial interests of the big company behind it. Historically, user content based websites have been naturally reluctant to let their users go. Disappointed users got used to abandoning their virtual egos in a limbo of non-updated ghost user accounts. Limitations on Removal and clauses about uncontrollable and eternal Backup servers are common part of the EULA terms. Ghost status is not enough, as the suicide assistants remind us. You have to pull yourself away from the network entirely. Like all good collaborations you have to have the right to walk away and leave nothing behind.

Epilogue

One programmer and six writers in a room

The creation of this book featured 6 to 8 writers in one space working through a networked software (Booki) which was simultaneously being built. Hence the architecture for the collaboration and the content produced by it were being produced at the same time.

It is difficult to over-state how difficult this could potentially be for all involved. It would be like living in a house, trying to sleep, get the kids off to school, have quiet conversations with your partner while all the time there are builders moving around you putting up walls and nailing down the floorboards under your feet. Not easy for all parties.

Being a programmer working on adding new features and debugging code live while the people wanting to use it and are in the same room using it, is a pretty extreme environment for a programmer to work in. 

Thankfully we survived this particular cross-discipline collaboration between programmer and writers because the attitudes of all those involved enabled this to be a relatively stress-free environment. The generosity of spirit exhibited by all collaborators meant that this situation was not only tolerable but acceptable.

As a result we have not only a book, but a vastly improved alpha version of the Booki collaborative authoring platform.

Knock Knock

Around noon on the second day of the Book Sprint we hear a knock on the door. Here is the set up, we’re working from a hotel room in a complex called IMA Design Village, on the 5th floor of a redeveloped late 19th Century factory building with a jerky elevator and nothing to indicate where we are. All of us were in the room at the time and we were not expecting company. We opened the door and there stood a guy around our age who said he heard about the project and he wanted to contribute.

We were all amazed: the writers and the guy in the hallway. But mainly we were unprepared for this. He didn’t even say his name, he just said he had some ideas about collaboration and he really wanted to contribute. That was just completely great! But while we announced that the collaboration will be later opened to remote collaboration, at that moment, in that place we were completely unprepared for more people in the room. The anonymous contributor said he had met Adam at an obscure music event in Berlin. Adam and the anonymous contributor went downstairs to the cafe to discuss how he could contribute. It was planned for him to write some material remotely and possibly join us the following day.

This was a unique experience of finally meeting the epic “anonymous user” in person. That faceless person that does not even have a username but is highly motivated and just wants to start contributing was standing there in-person at our doorstep. We didn’t know his name, we only knew his IP address–where he physically is: he was right there! Literally browsing our “collaborative site”.

And we? We were so Alpha, we were what early web people two decades ago used to call “under construction” or "in stealth mode." We didn’t even have an interface for him yet. It’s like he found a public yet unannounced URL for a future collaborative platform that was just not ready yet. We thought we were private, but apparently we were live. We were caught off-guard with our first anonymous visitor, very online and just eager to log in.

Are we interested?

The issue of subjectivity was brought up on the second day pretty soon after we started writing the chapters. Mushon was about to write: “I am actually more interested in…” But since we decided to write in plural, he pulled his head out of the screen and asked: "How should I write this? Am I interested? Are WE interested?"

The following day this conflict was raised again, this time it was even more complex when Mushon wanted to refer to a personal anecdote. Both Michael and Mike have already done it in their own writing but they were able to quote themselves as they were indeed quoting previous published text. In this specific case, Mushon was recounting the grim memory from his army days that is mentioned in the chapter titled "Collaborationism". This was the first time he has ever put it in writing.

Should he write "I"? Who is "I"? We’re writing in plural, as “we”. Should he write “one of the authors”? That’s pretty superficial, and even ridiculous. How many of “the authors” have served in the Israeli army? Should he quote himself? It doesn’t really make sense, it is not like he is re-appropriating a quote from a previously published piece. He proposed to explicitly declare  he is switching to first person for the sake of a personal anecdote, but that posed a stylistic problem.

It is just an anecdote, any writer will just write it as: “I remember…”. Is language just not equipped for collective writing? Will more experiments like this one force a new way of elegantly switching between group and individual identities?

It seems like for now we will leave it is as is – unstated. If in 30 years or so the English language finally catches up and will come up with new linguistic tools for collective writing, feel free to edit.

Sample Chat

INFO "CollaborativeFutures" is being published.

mushon: @mike

mushon: You wrote:Other old examples that are in many ways more interesting examples of collaboration than their modern counterparts include IRC (Twitter) and Usenet (forums).

MikeLinksvayer: true

mushon: I wonder if we can switch the "more interesting" to something else

mushon: I actually think that while Twitter is informed by IRC, it is very different

mushon: ...

MikeLinksvayer: sure

mushon: I'll edit it a bit and show you, ok?

MikeLinksvayer: it does say "in many ways", not absolutely

MikeLinksvayer: but i agree with going further in that direction

MikeLinksvayer: go ahead

mushon: I do understand the context and the point you and Adam are trying to make

mushon: so it will hopefully just focus it

MikeLinksvayer: yep

INFO "CollaborativeFutures" is being published.

MikeLinksvayer: i'm not emotionally attached at all. :)

mushon: ;)

JOINED booki

INFO User adamhyde has created new chapter "Sample Chat".

INFO User MikeLinksvayer has changed status of chapter "Outsiders: thoughts on external collaboration" to "Written".

INFO User adamhyde has saved chapter "Sample Chat". 

================================

INFO User mandiberg has saved chapter "Does Aggregation Constitute Collaboration?".

INFO User mandiberg has changed status of chapter "Does Aggregation Constitute Collaboration?" to "Editied".

INFO User AlanToner has saved chapter "Motivations for Collaboration".

INFO User adamhyde has saved chapter "About this Book".

INFO User adamhyde has saved chapter "About this Book".

JOINED AlanToner

INFO User AlanToner has saved chapter "Motivations for Collaboration".

INFO User ela has saved chapter "Collaborative Economies".

INFO User adamhyde has saved chapter "About this Book".

INFO User Marta has saved chapter "Generosity".

INFO User ela has saved chapter "Collaborative Economies".

INFO User adamhyde has saved chapter "Boundaries of Collaboration".

JOINED sophie_k

INFO User mushon has saved chapter "Anonymous".

INFO User adamhyde has saved chapter "The New York Special Edition".

INFO User mandiberg has saved chapter "Anonymous".

INFO User adamhyde has renamed chapter "The New York Special Edition" to "Attribution Imbalance".

JOINED Marta

INFO User mandiberg has saved chapter "Introduction".

INFO User mandiberg has saved chapter "Introduction".

JOINED Marta

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JOINED agoetzke

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JOINED booki

INFO User AlanToner has saved chapter "Setting the Future Free: Ownership, Control and Conflict".

MikeLinksvayer: Why Science 2.0? Didn't we claim in the chapter A Brief History of Collaboration that "Web 2.0 is bullshit" as the "version number" of the web as it conveys the incorrect sense that progress is not incremental and a marketing-driven message to "upgrade"? For these same reasons Science 2.0 is appropriate. In general science hasn't made effective use the web -- translating and adopting the best practices of open collaboration on the web would consitute an "upgrade" and such an upgrade should be encouraged rhetorically. This is largely the case due to science's current setting in giant, slow to change institutions -- "big science". But, institutions, when they do change, can force broad change, quickly, as a matter of policy. Another reason the "upgrade" connotation is appropriate.

INFO User MikeLinksvayer has saved chapter "Science 2.0".

INFO User AlanToner has saved chapter "Setting the Future Free: Ownership, Control and Conflict".

INFO User adamhyde has saved chapter "Science 2.0".

JOINED AlanToner

INFO User Marta has saved chapter "Death is not the end".

INFO User Marta has saved chapter "Death is not the end".

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INFO User mandiberg has saved chapter "Other People's Computers".

INFO User mandiberg has changed status of chapter "Other People's Computers" to "Editied".

INFO User mushon has saved chapter "Solidarity".

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INFO "CollaborativeFutures" is being published.

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JOINED sophie_k

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mandiberg: yo patrick!

PatrickDavison: yo

PatrickDavison: what up?

INFO User MikeLinksvayer has saved chapter "A Brief History of Collaboration"

INFO User Marta has saved chapter "Crowdfunding".

mandiberg: i rewrote b/c we restructured the book

mandiberg: it became about using it as an intro to the themes

PatrickDavison: yeah the rewrite is great.

mandiberg: we are trying to lock the book

mandiberg: just fact check me

mandiberg: make sure i've got my names and urls and terms right

mandiberg: kk?

mandiberg: we only have 1hr to finish the whole thing

PatrickDavison: OH! word.

PatrickDavison: yeah I'm polishing up.

INFO User adamhyde has saved chapter "Sample Chat".

Looking in from the outside

This book project already had a lot of supporters and willing contributors long before the first drop of digital ink was shed. Through a short-term outreach effort, a small but passionate group of Berliners and people abroad were interested and excited to contribute to "the free culture book sprint". The process as well as the topic triggered a great response online. Already a week before the book sprint began, about ten people met in a local cafe to discuss how they could contribute. Adam explained the process and philosophy behind FLOSS Manuals and this project in particular, and we also spoke to representatives from the Transmediale. In general, there was an enthusiasm and buzz about writing a collaborative book.

Following the meeting, Adam gave some thought to the role of "external contributors". It was clear from the book's title that it would not be as straightforward as a software manual. "Collaborative Futures" is a complex topic, which could take on many manifestations and directions. It's an experimental topic for a book sprint -- who knew how it would go? To err on the safe side, it was decided that external visits to the book sprint location would be limited to those who could commit to at least one full day. The table of contents would be posted online, but only after the core group of authors had produced it on the first day.

Beginning on the second day, it was announced that external contributors could expect the table of contents, and from that they could find a section or topic that interested them and write. However, once Tuesday came around and the index was circulated, it was difficult for anyone who wasn't in the room to understand what was going to be written, how it was structured, and what the skeleton meant. There were no guidelines or notes to follow that would have really helped outsiders find a voice in the project or a meaningful place to contribute. Still, a number of people were still interested in the project and wanted to help. We didn't know where and how to direct that energy.

When we (Mirko and Michelle) arrived at the location on the third day, we were warmly welcomed and introduced to the group. Everyone was engaged at their computers, ready to write, but friendly and open. After a round of introductions and a brief overview of the table of contents, we were asked how we'd like to contribute. We selected areas of interest which seemed complementary and relevant (collaboration between companies & community and co-working), and got to work.

After a few hours of intense writing and reading, we were finding it difficult to frame and articulate our sections in a meaningful way. We were realizing that the group, within the span of three days, had developed its own language. They had a streamlined plan for their writing, and they understood each others' arguments and tasks. It is incredibly impressive that such a diverse group had converged on that level of consensus in such a short time.

Nevertheless, it proved challenging to tie our writing into the group's larger narrative. We were not equipped with the language nor knowledge about fundamental decisions they already made. It was hard to build upon their themes and connect ideas. In group conversations and one-on-one, our suggestions were welcomed and heard, but there was still a gap in the modes of writing.

It's important to emphasize that this is not a pariah problem. There was just already a very intense and productive atmosphere of collaboration. Ideas and suggestions were flying, people were working solidly on their sections, and time was of the essence. It seemed as if the information collection phase was complete, and now it was time to write.

Was the sprint a victim of the mythical man month? Did adding new people slow the process? We hope not. But we still found it hard to evaluate and properly place our contributions, even if we spent an intense day with them reading, writing, and discussing.

Already on day three, the group had produced an ambitious outline and an immense amount of text. Our pitstop visit, already late in the process, meant that our contributions would not be fundamental. Instead, we could merely suggest, fine-tune, flesh out, etc., but the momentum was so great that there was nothing "significant" left for the new kids. This raised the question for us: what could be our real contributions?

The question of attribution and valuing contributions was a theme brought up heatedly by the group later that evening. In a project like a book sprint, with six core authors and some external contributions, how can you scale recognition? What's the best policy for doing so? It is an open question, and one we think FLOSS Manuals handles well. But nevertheless it is good food for thought. 

So, as the group plows on for the next two days, we ask ourselves: how can this process be improved? How can the energy and knowledge of external contributors, people not within the core author group, be put to good use? We've brainstormed about some options, some of which may not have been fitting for this particular sprint, but may nevertheless be helpful for future projects.

All in all, we really had fun and experienced a book sprint firsthand. We wish we could have helped more, but we appreciate the process and have learned from it. We are very grateful for the chance to join this great group and meet the people behind this book. We also are thankful for all the other external contributors who helped the project. This is an evolving process, and we are happy to have been a part of it!

Appendices

Things we ended up not including

Credits

Licensed under CC BY-SA 3.0

http://creativecommons.org/licenses/by-sa/3.0/

Anonymous
© Collaborative Futures Book Sprint team 2010
Modifications:
PatrickDavison - 2010
mandiberg - 2010
mushon - 2010
sophie_k - 2010
adamhyde - 2010
AlanToner - 2010
Marta - 2010
Equisetum - 2010


How this book is written
© Collaborative Futures Book Sprint team 2010
Modifications:
adamhyde - 2010
vegyraupe - 2010
sophie_k - 2010
agoetzke - 2010
Marta - 2010
Equisetum - 2010

Assumptions
© Collaborative Futures Book Sprint team 2010
Modifications:
mandiberg - 2010
adamhyde - 2010
mushon - 2010
thornet - 2010
AlanToner - 2010
AlexzAK - 2010

A Brief History of Collaboration
© Collaborative Futures Book Sprint team 2010
Modifications:
mandiberg - 2010
adamhyde - 2010
MikeLinksvayer - 2010
mushon - 2010
thornet - 2010
AlanToner - 2010
sophie_k - 2010
Equisetum - 2010
AlexzAK - 2010

Motivations for Collaboration
© Collaborative Futures Book Sprint team 2010
Modifications:
mandiberg - 2010
AlanToner - 2010
adamhyde - 2010
sophie_k - 2010
AlexzAK - 2010

Open Relationships
© Collaborative Futures Book Sprint team 2010
Modifications:
Marta - 2010
adamhyde - 2010
MikeLinksvayer - 2010
sophie_k - 2010
AlanToner - 2010

Participation and Process
© Collaborative Futures Book Sprint team 2010
Modifications:
AlanToner - 2010
mushon - 2010
sophie_k - 2010
adamhyde - 2010

Sharing is the First Step
© Collaborative Futures Book Sprint team 2010
Modifications:
mushon - 2010
adamhyde - 2010
mandiberg - 2010
sophie_k - 2010
AlanToner - 2010

Coordinating Mechanisms
© Collaborative Futures Book Sprint team 2010
Modifications:
mushon - 2010
Marta - 2010
mandiberg - 2010
sophie_k - 2010
agoetzke - 2010
adamhyde - 2010
JakobVoss - 2010
AlanToner - 2010

Does Aggregation Constitute Collaboration?
© Collaborative Futures Book Sprint team 2010
Modifications:
mushon - 2010
mandiberg - 2010
sophie_k - 2010
adamhyde - 2010
agoetzke - 2010
AlanToner - 2010

Collaborationism
© Collaborative Futures Book Sprint team 2010
Modifications:
mushon - 2010
AlanToner - 2010
adamhyde - 2010
mandiberg - 2010
sophie_k - 2010

Criteria for Collaboration
© Collaborative Futures Book Sprint team 2010
Modifications:
AlanToner - 2010
adamhyde - 2010
mushon - 2010
MikeLinksvayer - 2010
sophie_k - 2010
Marta - 2010

Continuum sets for collaboration
© Collaborative Futures Book Sprint team 2010
Modifications:
adamhyde - 2010
AlanToner - 2010

Boundaries of Collaboration
© Collaborative Futures Book Sprint team 2010
Modifications:
adamhyde - 2010
sophie_k - 2010
Marta - 2010
AlanToner - 2010

Anonymous Collaboration II
© Collaborative Futures Book Sprint team 2010
Modifications:
Marta - 2010
adamhyde - 2010
mandiberg - 2010
sophie_k - 2010
AlanToner - 2010

Problematizing Attribution
© Collaborative Futures Book Sprint team 2010
Modifications:
Marta - 2010
mandiberg - 2010
mushon - 2010
sophie_k - 2010
MikeLinksvayer - 2010
adamhyde - 2010
AlanToner - 2010

Asymmetrical Attribution
© Collaborative Futures Book Sprint team 2010
Modifications:
mandiberg - 2010
adamhyde - 2010
sophie_k - 2010
AlanToner - 2010
Marta - 2010

Multiplicity and Social Coding
© Collaborative Futures Book Sprint team 2010
Modifications:
mushon - 2010
adamhyde - 2010
mandiberg - 2010

Crowdfunding
© Collaborative Futures Book Sprint team 2010
Modifications:
mandiberg - 2010
joncohrs - 2010
Marta - 2010
adamhyde - 2010

Ownership, Control and Conflict
© Collaborative Futures Book Sprint team 2010
Modifications:
AlanToner - 2010
adamhyde - 2010
PatrickDavison - 2010

The Freedom to Fork & Merge
© Collaborative Futures Book Sprint team 2010
Modifications:
mushon - 2010
AlanToner - 2010
adamhyde - 2010
MikeLinksvayer - 2010

Solidarity
© Collaborative Futures Book Sprint team 2010
Modifications:
MikeLinksvayer - 2010
adamhyde - 2010
mushon - 2010
AlanToner - 2010

Other People's Computers
© Collaborative Futures Book Sprint team 2010
Modifications:
MikeLinksvayer - 2010
thornet - 2010
mandiberg - 2010
adamhyde - 2010
AlanToner - 2010

Science 2.0
© Collaborative Futures Book Sprint team 2010
Modifications:
adamhyde - 2010
MikeLinksvayer - 2010
mandiberg - 2010
AlanToner - 2010

Translation
© Collaborative Futures Book Sprint team 2010
Modifications:
adamhyde - 2010
mandiberg - 2010
AlanToner - 2010

Beyond Education
© Collaborative Futures Book Sprint team 2010
Modifications:
MikeLinksvayer - 2010
adamhyde - 2010
mandiberg - 2010
AlanToner - 2010

Death is not the end
© Collaborative Futures Book Sprint team 2010
Modifications:
Marta - 2010
mandiberg - 2010
adamhyde - 2010
AlanToner - 2010

One programmer and six writers in a room
© Collaborative Futures Book Sprint team 2010
Modifications:
adamhyde - 2010
mandiberg - 2010
sophie_k - 2010
AlanToner - 2010

Knock Knock
© Collaborative Futures Book Sprint team 2010
Modifications:
adamhyde - 2010
mandiberg - 2010
AlanToner - 2010

Are we interested?
© Collaborative Futures Book Sprint team 2010
Modifications:
mushon - 2010
adamhyde - 2010
mandiberg - 2010
sophie_k - 2010
AlanToner - 2010

Sample Chat
© Collaborative Futures Book Sprint team 2010
Modifications:
adamhyde - 2010

Looking in from the outside
© Collaborative Futures Book Sprint team 2010
Modifications:
thornet - 2010
adamhyde - 2010
agoetzke - 2010
mandiberg - 2010
AlanToner - 2010

Things we ended up not including
© Collaborative Futures Book Sprint team 2010
Modifications:
mandiberg - 2010
adamhyde - 2010
mushon - 2010
AlanToner - 2010

Credits
© Collaborative Futures Book Sprint team 2010
Modifications:
adamhyde - 2010
MikeLinksvayer - 2010