How to Earn Your Skeptic "Badge"

Learning today happens everywhere But it's often difficult to get recognition for skills and achievements gained outside of school. Mozilla's Open Badges project is working to solve that problem, making it easy to issue, earn and display badges across the web. The result: recognizing 21st century skills, unlocking career and educational opportunities, and helping learners everywhere level up in their life and work.

Get recognition for new skills and achievements


The web and other new learning spaces provide exciting ways to gain skills and experience -- from online courses, learning networks and mentorship to peer learning, volunteering and after-school programs. Badges provide a way for learners to get recognition for these skills, and display them to potential employers, schools, colleagues and their community.

Through a simple framework that's open to all


Using Mozilla's Open Badges infrastructure, any organization or community can issue badges backed by their own seal of approval. Learners can then collect badges from different sources and display them across the web -- on their resume, web site, social networking profiles, job sites or just about anywhere. Unlocking new career and learning opportunities. 
By displaying skills and achievements that traditional degrees and transcripts often leave out, badges can lead to jobs, community recognition, and new learning opportunities. -- from Mozilla Open Badges Wiki

Let me make a few things clear from the start: First, I was an Eagle Scout. Technically, I am an Eagle Scout since what you learn in scouting is something you carry with you for the rest of your life. I not only made Eagle but I had multiple additional palms, which means that I earned a hell (pardon my un-Scout-like language) of a lot of merit badges through the years.

I certainly valued the learning which went into each of those badges, but I also took pride and joy in that full sash of merit badges, in and of themselves, and I was motivated to see how high a rank I could earn before I aged out of the organization.

Scouting does several things right where badges were concerned: there are some badges which every Scout is expected to earn if they want to move up rank but there are also a vast array of different badges which a scout chooses from as they map their own route through scouting. The badges I remember most vividly were those having to do with journalism, communications, drama, and photography, all aspects of the person whom I would become when I grew up. The skills which the badges represented were in most cases skills which we actively deployed in our life in Scouts, so they were not simply things which I learned to earn a badge. Well, there were a few of those -- in my troop, Basket Weaving was the joke badge we all earned at summer camp because the requirements were simple and pretty lame and it was funny to have the badge on your sash. We can say that Scouting thus combines intrinsic and extrinsic motivations to create a system within which the badges are meaningful to those who opt to participate.

That said, even as a lad, I knew that Scouting and its badges were not for everyone. Many of my friends, especially during the late Vietnam War era, did not like the idea of wearing a uniform of any kind, they did not really understand the appeal of badges, they did not want adults telling them what to do. (Today, I might add my own increased questioning of the values of the organization, which has today embraced overt homophobia in its dealing with queer scouts and scoutmasters.)

For the most part, the current drive for badges in education is being pushed by people like me -- people who were proud to wear merit badges, get good grades, or otherwise, display their achievements. The problem is that badges are being designed for people who may or may not share those values and assumptions.

Second, I believe fully and totally in the value of informal learning, seeing much that youth learn outside of school as more essential to who they are and who they become than the more narrowly restricted curriculum imposed by the national standards. I was always someone who learned more outside the classroom than inside, even if I played the game of school well enough to progress to a high place in the system. Scouting was part of that and so I was glad it had such a flexible framework. But, many of the things I did outside school -- like watch and develop a knowledge of 1930s monster movies, which, ultimately, led me to get graduate degrees in cinema studies -- were not something anyone every gave me a badge for. I see the importance of recognizing, respecting, supporting, and deploying the expertise developed through informal learning and fear that when schools seek to close it out of their formal practices, they also shut what is learned in school for what kids do with the rest of their waking hours.

I fully support the ideas about "connected learning" which were announced by the MacArthur Foundation at the recent Digital Media and Learning Conference. Something very important occurs when we develop a more integrated learning ecology and when kids know how to map what they learn outside of school into categories that they can meaningfully deploy inside the system. That's part of the power of Scouting -- to convert the activities into badges into ranks which can be read and appreciated as accomplishments by adult authorities, including those who decide whether we get jobs or can move through the system of higher education.

That said, I remain deeply skeptical of the massive push going on right now to promote the use of badges across a broad array of different informal learning contexts. I am writing this as I wait in the airport on my return from the DML conference, and what I heard there was a push for badges as if they were a one-size-fits-all-solution to a range of ills in the current educational system (at least from the podium) and then a lot of people on the fringes of the party asking each other whether we really believe that badges are uniformly the way to go. Many of us fear that MacArthur, Mozilla and other foundations have jumped too quickly on the badges bandwagon. I was happy to support badges as one interesting model for thinking about how to insure greater respect for the value of informal learning; I am less prepared to accept the premise that badges might someday be the universal currency by which young people get credit for (or in some models get motivated to participate in) a range of informal learning activities.

As someone who helped to build up the current field of Digital Media and Learning, I am concerned that, if badges start to feel too much like a "party line," many are going to feel excluded from the field. This has the potential to be the first major divide in a field which many of us see as our intellectual and spiritual home. We remain silent because we do not want to disrupt the party and because we respect the leadership of the DML initiative so much, but there is much that is at risk in that silence.

So, let me spell out some of the reasons why I want to see us go slower and think through the advantages and disadvantages of badges:

1. Many young people have deep ambivalences about the kinds of "credit" adults choose to give (or withhold) around their activities. There are plenty of smart kids who don't say things in class, may not do as well as they can on assignments, and certainly would not join an organization like scouting because these kinds of achievements are not "cool" within their peer cultures. Many of these kids are learning now outside of school through participating in activities that are intellectually demanding and socially rewarding without bearing the imprint of adult approval. Some of these activities even have an air about them of transgression or subversion which make them safe for their participation. So, what happens when the scoutmasters move into these spaces and start giving out merit badges, gold stars, cookies, whatever they do, to single out those kids they think are doing what the system wants them to do. Do we not run the risk of chasing away the kids who need these kinds of informal learning the most? Admittedly, there is a value in helping these youth find ways to value what they are doing as intellectual pursuits and there is a value in seeking to validate these experiences and help them learn how to mobilize that knowledge as they learn to work through the formal structures that exert power over their lives. Much of that value may come in helping them articulate for themselves what they are getting out of these kinds of experiences. But, making the badges too central to the process may alienate them before they have a chance to exert ownership over the knowledge they are acquiring. (This problem only grows when we seek to move the system of badges from its original American context into a global phenomenon, since badges will mean very different things across a range of different cultural contexts.)

2. Badges run the risk of becoming "gamification" by another name -- that is, a system which does not trust the power of intrinsic motivation and feels the need to add a layer of extrinsic motivation. Again, scouting, I would argue, succeeds in doing both. James Gee argues that games-based communities do also. But, some forms of gamification rely so heavily on points schemes that there is far less effort to make the activities meaningful in and of themselves, and it can be easy to replace learning with "playing the game." American education is already gamified: for too many students, even good students, it is already about collecting badges and they calculate carefully what they need to do to make the 'A'. I worry that badges can become just another points system and as a consequence, undercuts the motivational structures which have historically led young people to engage in these kind of practices. Otherwise, do we run the risk of turning game modding or fan subbing into the contemporary equivalent of my Basketweaving merit badge -- something kids do because it is an easy way to get recognition or because they think it is a joke. And, as they do so, what happens to those kids who value these activities on their own terms.

3. What's working about the kinds of informal learning which takes place in participatory culture is that it is emergent and ad hoc: activities spring up, last as long as they interest participants, disappear again; young people feel empowered to create their own activities and set their own goals within these organizations; young people can feel like the experts in a subject matter which has not yet been fully integrated into the systems of formal learning. Not every child participates in such activities, and our goal should be to expand the range of options available and to provide stronger motivations and scaffording for their participation. But, informal learning works because it is informal. Yet, any coherent system of badges requires systems and structure; there have to be requirements which help to standardize forms of participation and which rank some kinds of contributions as more valuable or at least more central to the group than others. In that sense, too quick a move towards badges runs the risk of destroying the complex but fragile ecosystem within which participatory learning thrives. Our philosophy should be above all do no harm. There is a high potential of harm in a badging system which is badly applied.

4. Another thing that's working about these informal learning communities is that they are relatively nonhierarchical. They are often spaces where youth and adults interact without fixed relations of power and authority -- the adults are not parents and not teachers, they are people who share interests with the younger participants, and the mentorship that emerges is organic to the activities in which they are engaged. In some cases, the adults even learn from youth who have developed greater expertise or have more experience. This fluidity of relations across generations is threatened by a system where some people (you can call them Den Mothers or Scout Masters, Teachers or Principals, you can even call them Fearless Leader and Grand Poohbah) are giving badges to others (who are now seen as their subordinates). These roles will not necessarily break down along conventional adult-child lines, but there's a high likelihood of those roles reasserting themselves into the process, especially if the granting of badges becomes more bureaucratic or requires communications with more formal institutions and organizations.

5. Badges may work well in some circumstances or for some participants. They should certainly be explored as one way of validating and supporting informal learning. But, the rush to badges means that we have not spent as much time in the past few years as we should be trying to understand what other mechanisms for promoting participatory learning might be. It means that we are overlooking or over-riding systems of support which already exist in many of these sites of informal learning. So, even if we think badges are a potentially good idea in some contexts (and, again, my first response to this badges talk was generally supportive), we may not think it is the best or only possible solution in every situation.

6, No system of badges is going to be adopted uniformly. Mozilla's description of where learning takes place encompasses mostly forms of learning which schools and employers are likely to already recognize as valuable -- "from online courses, learning networks and mentorship to peer learning, volunteering and after-school programs." Yet, much of the early work in DML focused on informal learning sites which many adults did not yet fully appreciate -- from gaming communities to fandom. If we move to see badges as a common currency of achievement in informal learning, then what happens to those activities which chose, on principle, not to give badges or which lack the formal infrastructure to even decide who should be issuing badges. Do these activities, in fact, become even more marginalized, because they are now neither part of the formal system of schooling or part of the informal system of badging. This is another way that badges potentially disrupts what's working about participatory culture.

I guess what I am saying is:

• Experiment with badges but really experiment -- that is, try to figure out if these mechanisms really do what you hope they will do and be particularly attentive to the ways that they have unintentional consequences and damage the very activities you are seeking to recognize.
• Also seed other kinds of research and experimentation which looks more closely at other mechanisms for promoting and appraising participation, including those which may already be in place within such communities of practice.
• Be aware that the process of badging is going to make things more comfortable to those who are comfortable with getting recognition from adults and may make things less comfortable for those who have not yet fully bought into the values of the current educational system.
• And above all, if you are embracing badges, make sure you are doing so because you agree with the core premises, because it's the right thing to do for your group, and not because someone is offering a bucket of money to those who are willing to "give it a try."

Connected Learning: Reimagining the Experience of Education in the Information Age

This weekend, I am attending the Third Digital Media and Learning Conference, hosted by the MacArthur Foundation, as part of their efforts to help build a field which takes what we have learned about young people's informal learning, often through the more playful aspects of participatory culture, and apply it to the redesign and reinvention of those institutions which most directly touch young people's lives -- schools, libraries, museums, and public institutions. Today, the MacArthur Foundation is releasing an important statement about the underlying principles they are calling "connected learning," a statement which helps to sum up the extensive research which has been done by the DML network in recent years. Their goal is to foster a wide reaching conversation not simply among educators but involving all of those adults who play a role in shaping the lives of young people -- and let's face it, that's pretty much all of us. The document is a collective statement from some of the smartest people thinking about contemporary education:

Kris Gutierrez, professor of literacy and learning sciences who is an expert in learning and new media literacies and designing transformative learning environments, University of Colorado, Boulder

Mimi Ito, Research Network Chair, a cultural anthropologist with deep expertise in the implications of how youth are engaging with technology and digital media who led benchmark three-year study of digital youth, University of California, Irvine

Sonia Livingstone, a leading expert on children, youth, and the internet, including issues of risk and safety, and author of a massive study of 25,000 European children and their parents on internet usage, London School of Economics and Political Science

Bill Penuel, expert in learning with digital media in both formal and informal settings, literacy, and using digital tools for digital storytelling, University of Colorado, Boulder

Jean Rhodes, clinical psychologist with expertise in mentoring, adolescent development, and the role of intergenerational relationships in digital media and learning, University of Massachusetts, Boston

Katie Salen, a game designer who has founded two 6th-12th grade public schools that employ game principles for learning, Depaul University

Juliet Schor, economist and sociologist who has published broadly on work, family and sustainability, Boston College

S. Craig Watkins, expert on young people's social and digital media behaviors and is piloting new programs for in-school and out-of-school learning, University of Texas, Austin

I promised them that I would share this important statement with the readers of my blog, and I hope that you will in turn help pass this along to the many communities you represent.

Although the name, "connected learning" could sound like another attempt to describe the impact of new media on our lives, it goes far beyond a focus simply on the technologies which connect us together, and instead, is focused on the cultural practices and social communities through which this connection occurs, and more generally, on the consequences of these new kinds of connectivities and collectivities on the learning process.

I share with the authors a deep appreciation for the idea of a learning ecology, within which learning occurs everywhere, and with their goal to remove some of the obstacles which block the flow of information, knowledge, skills, and wisdom between different sectors. I especially value the focus here on participation -- in the learning process, in the governance of society -- since the struggle to achieve a more participatory culture remains one of the central battles of our times. Like other previous work from the DML realm, the focus is on valuing the kinds of learning that children and youth value, the kind that is deeply motivating and tied in meaningful ways to their construction of their identity, recognizing that the goal of education in the 21st century should be in allowing young people to discover and refine their own expertise as they follow their passions and inform their interests. It is not simply about providing rich databases of information, though such resources help, but rather about providing rich and diverse contexts which support many different kinds of learning and many different kinds of learners.

As they suggest in the statement, the concept of "connected learning" remains a "work in progress," and the best way to make progress is for thoughtful people, across a range of fields, to read, debate, and respond to their provocation and for those of us who find something here to value, to try to put its core principles into play through our work.

For more information, check out this website.

CONNECTED LEARNING:

REIMAGINING THE EXPERIENCE OF EDUCATION IN THE INFORMATION AGE

We are living in a historical moment of transformation and realignment in the creation and sharing of knowledge, in social, political and economic life, and in global connectedness. There is wide agreement that we need new models of education suited to this historic moment, and not simply new models of schooling, but entirely new visions of learning better suited to the increasing complexity, connectivity, and velocity of our new knowledge society. Fortunately, we are also able to harness the same technologies and social processes that have powered these transformations in order to provide the next generation with learning experiences that open doors to academic achievement, economic opportunity, and civic engagement.

Specifically, we now have the capability to reimagine where, when, and how learning takes place; to empower and motivate youth to pursue knowledge and develop expertise at a pace, to a degree, and on a path that takes advantage of their unique interests and potential; and to build on innovations across a growing spectrum of learning institutions able to support a range of learning experiences for youth that were unimaginable even 15 years ago.

We propose a new approach to learning -- connected learning -- that is anchored in research, robust theories of learning, and the best of traditional standards, but also designed to mine the learning potential of the new social- and digital media domain and the heart of which is aimed at the following questions:

• What would it mean to think of education as a responsibility of a distributed network of people and institutions, including schools, libraries, museums and online communities?
• What would it mean to think of education as a process of guiding youths' active participation in public life that includes civic engagement, and intellectual, social, recreational, and career-relevant pursuits?
• How can we take advantage of the new kinds of intergenerational configurations that have formed in which youth and adults come together to work, mobilize, share, learn, and achieve together?
• What would it mean to enlist in this effort a diverse set of stakeholders that are broader than what we traditionally think of as educational and civic institutions?

Connected learning is a work in progress, building on existing models, ongoing experimentation, and dialog with diverse stakeholders. It draws from social, ubiquitous, blended and personalized learning, delivered by new media, to help us remodel our educational system in tune with today's economic and political realities. Connected learning is not, however, distinguished by a particular technology or platform, but is inspired by an initial set of three educational values, three learning principles, and three design principles.

At the core of connected learning are three values:

Equity -- when educational opportunity is available and accessible to all young people, it elevates the world we all live in.

Full Participation -- learning environments, communities, and civic life thrive when all members actively engage and contribute.

Social connection -- learning is meaningful when it is part of valued social relationships and shared practice, culture, and identity.

In order to realize these values, connected learning seeks to harness and integrate the learning that young people pursue in the spheres of interest, peer relations, and academics based on the following three learning principles:

Interest-powered - Interests power the drive to acquire knowledge and expertise. Research shows that learners who are interested in what they are learning, achieve higher order learning outcomes. Connected learning does not just rely on the innate interests of the individual learner, but views interests and passions as something to be actively developed in the context of personalized learning pathways that allow for specialized and diverse identities and interests.

Peer-supported - Learning in the context of peer interaction is engaging and participatory. Research shows that among friends and peers, young people fluidly contribute, share, and give feedback to one another, producing powerful learning. Connected learning research demonstrates that peer learning need not be peer-isolated. In the context of interest-driven activity, adult participation is welcomed by young people. Although expertise and roles in peer learning can differ based on age and experience, everyone gives feedback to one another and can contribute and share their knowledge and views.

Academically oriented - Educational institutions are centered on the principle that intellectual growth thrives when learning is directed towards academic achievement and excellence. Connected learning recognizes the importance of academic success for intellectual growth and as an avenue towards economic and political opportunity. Peer culture and interest-driven activity needs to be connected to academic subjects, institutions, and credentials for diverse young people to realize these opportunities. Connected learning mines and translates popular peer culture and community-based knowledge for academic relevance.

Connected learning builds on what we've long known about the value and effectiveness of interest-driven, peer-supported, and academically relevant learning; but in addition, connected learning calls on today's interactive and networked media in an effort to make these forms of learning more effective, better integrated, and broadly accessible. The following design principles involve integrating the spheres of interests, peers, and academics, and broadening access through the power of today's technology.

Shared purpose -- Connected learning environments are populated with adults and peers who share interests and are contributing to a common purpose. Today's social media and web-based communities provide exceptional opportunities for learners, parents, caring adults, teachers, and peers in diverse and specialized areas of interest to engage in shared projects and inquiry. Cross-generational learning and connection thrives when centered on common interests and goals.

Production-centered -- Connected learning environments are designed around production, providing tools and opportunities for learners to produce, circulate, curate, and comment on media. Learning that comes from actively creating, making, producing, experimenting, remixing, decoding, and designing, fosters skills and dispositions for lifelong learning and productive contributions to today's rapidly changing work and political conditions.

Openly networked -- Connected learning environments are designed around networks that link together institutions and groups across various sectors, including popular culture, educational institutions, home, and interest communities. Learning resources, tools, and materials are abundant, accessible and visible across these settings and available through open, networked platforms and public-interest policies that protect our collective rights to circulate and access knowledge and culture. Learning is most resilient when it is linked and reinforced across settings of home, school, peer culture and community.

The urgent need to reimagine education grows clearer by the day. Research has shown that too many students are disengaged and alienated from school, and see little or no purpose to their education. Business leaders say there is a widening gap between the skills of the workforce and the needs of businesses seeking competitive advantage. Additionally, technology and the networked era threatens to stretch the already-wide equity gap in education unless there is decisive intervention and a strong public agenda

The principles of connected learning weren't born in the digital age, but they are extraordinarily well-suited to it. Connected learning seeks to tie together the respected historical body of research on how youth best learn with the opportunities made available through today's networked and digital media. Connected learning is real-world. It's social. It's hands-on. It's active. It's networked. It's personal. It's effective. Through a new vision of learning, it holds out the possibility for productive and broad-based educational change.

To find out more about the connected learning community and ongoing research, please visit connectedlearning.tv and clrn.dmlhub.net.

Teaching Harry Potter: An Interview with Catherine Belcher and Becky Herr-Stephenson (Part Three)

Becky, you looked at Harry Potter fan culture as part of your involvement in the Digital Youth Project. What insights did you gain there about fandom as a site of informal learning and how did they feed into this current project about Harry Potter in schools?

The research I did with Potter fans for the Digital Youth Project focused on understanding interest-driven participation and was primarily concerned with media makers--podcasters, fan fiction writers, artists, and so on. Key to the way we on the Digital Youth Project understood interest-driven participation was an element of independence from school curricula or conventional status hierarchies; the practices we examined were things that young people seemed to pick up on their own rather than embarking on them as part of a class project or because of shared interests with friends from school or their neighborhoods. (Of course, we found that interests rarely develop completely independently. There is usually a person/persons or shared experience that kick-starts interest-driven participation.)

Working with fans was an amazing experience and extremely helpful for understanding learning in "informal" sites. I put "informal" in quotes here because one of the most interesting things I found working with fans was just how much organization, dedication, and expertise go into fans' practices. The rules and hierarchies of fandom are different from those that dominate school or the paid workforce--in general, more inclusive, less concerned with traditional markers of status (like age), and a bit more flexible--but I they certainly have a structure and logic to them. Some of the teens I interviewed in my research spent as much time producing podcasts, maintaining websites, or writing as they would if it were a full-time job. Others balanced Potter activities with others at school, such as working on the yearbook or school newspaper, mixing and matching the practices and skills involved in each activity to create their own style of production.

My fandom research fed into Teaching Harry Potter in a number of ways. Most importantly, it's how Cathy and I met and became colleagues and friends! (We just happened to sit next to each other at the closing feast at E7--a Potter camp for families we describe in the book--and, as they say, the rest is history.) Beyond that, having seen numerous, diverse examples of rich learning and motivation for participation emerging around the Potter series helped me better understand and describe what was (and what could be) happening in schools. As readers will see in our chapters on technology and "imagining more," we believe that learners (regardless of the setting) have specific needs and rights that can be addressed through thoughtful, careful resourcing and approaches to teaching and learning. Further, we believe that civic participation and a commitment to social justice are essential to meaningful learning and participation--something we learned from our friends at the Harry Potter Alliance and various Wizard Rockers. (More on that in a minute.)

One of the challenges I faced in shifting my focus to the school based research was not setting up a dichotomy of interest-driven fan practices versus what was happening in classrooms. Certainly, the students in Andrew, Allegra, and Sandra's classrooms had a different kind of shared reading experience than did many of the fans I worked with, one that was not independent from school but rather prompted and scaffolded by their teachers and shared with their classmates through specific assignments and classroom activities. This doesn't mean that it was inferior to what the fans were doing--just different. As we worked on Teaching Harry Potter, I think I came to a better understanding of how powerful school experiences can be for introducing and supporting interests on one hand--and just how treacherous it can be for teachers and students alike if schools do not allow for experiences that can lead to exploring deep interests.

You close the book by imagining what a more perfect school structure would look like and what it would mean in the lives of the kids you studied. Can you share some of that vision?

We use the image of the Mirror of Erised--the powerful magical mirror that allows one to see his/her deepest desires--to frame our discussion of what public education could (and should) look like. Although multiple reveals from the Mirror are not canon, we take four glimpses into the mirror to see the following things:

Expert teachers engaged as leaders and trusted professionals: as the featured teachers' stories reflect, opportunities to exercise agency, make decisions about curriculum, and be creative in one's teaching are not always available to teachers. In our ideal vision of schooling, this situation would be different and teachers would be not only allowed to teach in the ways they feel are best for their students, but encouraged and supported in doing so.

Universal access to technology and new media learning tools: in the book, we described some of the ways that schools use educational media and technology as similar to using the Polyjuice Potion--using technology to disguise bad pedagogy, resulting in those technologies being used in insignificant and spurious ways. Instead of continuing to "Polyjuice" technology and new media, we'd like to see schools learn how to adopt and integrate them in ways that support robust, student-driven learning.

Emphasis on Experiential, Student- Driven Learning: We want to see students and teachers working side-by-side on projects that matter to them. As we mentioned earlier, there is a strong social justice component to the Potter series that has been picked up by various groups within the fandom, the Harry Potter Alliance in particular. The HPA is a great example of experiential learning, as its campaigns focus on getting young people out into the world to enact change. While we recognize that not every student nor every teacher will have the same commitment to social justice, we value the notion of experiential learning--whether that is in relation to world events or mathematics--and wish for more equitable access to such experiences.

Authentic Tasks as the Central Form of Student--and Teacher--Assessment: in our final look in the Mirror, we see one outcome of the above-mentioned emphasis on experiential learning--an educational system that does not rely on standardized assessment and scripted curriculums. Instead, both teachers and students are assessed in ways that are sensitive to their particular needs and that encourage confidence in future practice.

These four elements are certainly not the only positive changes we can imagine for schools, but they represent a significant start. They also represent a turn toward a more caring, trusting, and loving educational system. After all, it is the power of love, not magic, that is the most important lesson Harry has taught us.

Catherine Belcher works with LA's Promise, a nonprofit organization focused on improving schools and empowering neighborhoods in South Los Angeles. She currently serves as the Director of Teaching and Learning at West Adams Preparatory High School. She earned her Ph.D. from the School of Education at the University of Pennsylvania in 2006, where her work focused on Latino educational history and language access. She then served as a new teacher supervisor at St. Joe's University in Philadelphia and as an Assistant Professor in the School of Education at Loyola Marymount University. A lifelong educator, Catherine taught social studies at both the secondary and middle school levels, and has served as a mentor, lead teacher, and curriculum designer. She has presented on the use of Harry Potter in educational spaces at several conferences, including Enlightening 2007, Azkatraz (2009), Infinitus (2010) and NAMLE (2011). Catherine lives in LA with her husband and 11 year old daughter, a Potter aficionado in her own right who proudly displays the Ravenclaw banner in her room, although some days she joins her mom in the Gryffindor common room so they can talk books and dare each other to try eating the grey Bertie Botts Beans.

Becky Herr-Stephenson is a media researcher focused on teaching and learning with popular culture and technology. She earned her Ph.D. from the Annenberg School for Communication at the University of Southern California in 2008. She has been a part of several organizations and projects aimed at informing and inciting innovation in education, including the Digital Media and Learning Hub within the Humanities Research Institute at UC Irvine and the Joan Ganz Cooney Center at Sesame Workshop. Currently, she is working as a Research Associate with the Annenberg Innovation Lab through a partnership between USC and the Cooney Center. She is a co-author (with Mizuko Ito and others) of Hanging Out, Messing Around, and Geeking Out: Kids Living and Learning with New Media (2009, MIT Press). Becky has presented papers on Harry Potter and youth culture at a number of conferences, most recently, Infinitus (2010) and NAMLE (2011). She lives in Los Angeles and is anxiously awaiting the arrival of her first child, who she hopes will be sorted into Ravenclaw (not Slytherin).

Teaching Harry Potter: An Interview with Catherine Belcher and Becky Herr-Stephenson (Part Two))

One of your teachers faced pushed back from students that the Harry Potter series were books for white kids. Perhaps many readers are thinking the same thing. Yet your title stresses their value for the "multicultural classroom." So, what do the books offer for children of color? How does this approach to "multiculturalism" differ from approaches which seek to match students with writers from the same ethnic and racial background?

In the book, we talk about what we mean by "multicultural" education (all the students and teachers in Teaching Harry Potter are of color and therefore bicultural, meaning they negotiate their home and school cultures on a daily basis) and what we believe, and have seen, the Potter books contribute to the educational process within these settings. The first thing we question is the idea that the "whiteness" of the books negates their use in multicultural classrooms. The nature of the books themselves - their complexity and Rowling's willingness to take on difficult and contemporary issues such as racism, genocide, classism, and difference - make them uniquely valuable, and each of the three teachers illustrate this to great effect in their accounts.

We discuss three features that make the Potter books central to the teachers in our book: Harry's status as a "newcomer" to the Wizarding world - to which Sandra's largely immigrant students relate, a normalization of difference - utilized to great effect by Allegra with her special education students, and the opportunity for multiple interpretations of the text - particularly useful for Andrew's students, but employed by all three teachers. Again, teacher capacity and quality are paramount here. We're looking beyond a base reading of the text; the quality of the approach, interaction and reading experience makes all the difference. One can certainly read Harry Potter simply as a book about white kids in an English boarding school. None of the Teaching Harry Potter teachers took that route - which one might call the dark and easy path. Instead, they challenged their students to use Harry Potter to help them tackle difficult social topics and academic exercises, and to do this with the belief that there was definitely something in Harry's story they could use to help them grow as learners and people.

It's also important to note that we firmly believe in access to literature from multiple arenas; classics and books reflecting a diversity of authors, including those matching the students' background, are vitally important for young readers. But access to a particularly valuable popular work like Harry Potter is important because of its accessibility and all it has to offer. On another level, it is also important because so many white, middle to upper middle class kids DO have ample access to Potter and other popular series at home and at school. In many ways, building students' reading confidence, helping them discover that yes, they too can tackle a book of this length or "that style," whether they end up feeling it is ultimately for them or not, is the most valuable accomplishment.

What's striking about the teacher stories running through the book is the degree to which each adopted their instruction to the particular needs of their students, finding the Harry Potter books to be a highly flexible resource in that regard. How does this customization and remixing process differ from the standard ways that schools are thinking about curriculum in this age of No Child Left Behind?

Finding space for customizing/remixing curriculum was one of the biggest challenges the teachers in our book faced. By not following the standardized curriculum, they were doing something subversive--and, as their stories reflect, they often had trouble getting support from administration and colleagues. Despite the challenges they faced, however, each of the teachers featured in the book did a beautiful job of adapting Potter for their classrooms. Whether we are talking about Sandra, who read the book in Spanish with her ELL students, Allegra, who used the audio books to support her special education students' particular needs for reading support, or Andrew, who approached the book as an accessible gateway to challenging AP content, it is clear in each teacher's story that the needs of her/his students were primary influences on the decisions made around reading the books. In talking with the participating teachers, it seems that the rich stories in the Potter books provided unique opportunities for discussion, analysis, and connection with students' lives. Moreover, just the experience of reading an entire popular book together--as opposed to the excerpts and readers associated with the standardized curriculum--appears to have offered opportunities for deep, meaningful learning.

This kind of responsive teaching is radically different from the standardized curricula commonly found in schools, not because teachers prefer standardization (although some certainly must), but because standardization is thought to be more efficient and its results more easily measurable. As we discuss in more detail in the book, most current policy initiatives reward efficiency and demand accountability--and neither reward nor require responsiveness, flexibility, or creativity. All of this adds up to a demoralizing and frustrating culture for teaching in which teachers' expertise is put to the side in favor of standardized content and methods. Fortunately, the teachers featured in Teaching Harry Potter pushed back hard against these negative forces, instead focusing on how they could provide meaningful learning opportunities for all of their students, even when reading Potter meant working around (and/or subverting) the prescribed reading curriculum--and taking considerable criticism from colleagues and supervisors for doing so.

While each teacher had his/her own approaches to customizing the reading/learning experience, Allegra's story stands out as particularly salient to the topic of adaptation/remixing. A creative and dedicated teacher, Allegra wanted to support her students' developing reading skills and practices and felt that multimedia tools like the series' audio books could supplement the instruction and assistance she could provide for students one-on-one as well as to the class as a whole. As they worked through the first Potter book, Allegra's students moved fluidly between the printed text and multimedia by reading along with the audio books. The highly-engaging audio books provided students with a model for fluent reading as well as created a situation in which students could focus more attention on listening to and comprehending the story rather than struggling to decode every word themselves.

Allegra's story also stands out in relation to adaptation because Allegra was working with special education students. As discussed in Allegra's chapter, Harry Potter is a great book series for use in special education for a number of reasons, a key one being the prominence of "difference" as a theme in the series. All Hogwarts students are special in that they have magical abilities; some (like Neville) require more support for learning than others (like Hermione), and others (like Harry) seem to benefit from an alternative, customized curriculum. As Allegra notes in her chapter, seeing varied, positive representations of difference was beneficial to her students.

Harry Potter's status in the literary canon is still being debated and many teachers may see it as "mere popular culture" and not sufficiently literary to bring into school. Given the choices they face in schools with a diminishing focus on reading in any form, what's the case for why we should teach Harry Potter and not say Animal Farm?

Why not both? Granted, the limitations you speak of do exist and districts, schools and teachers must make increasingly difficult decisions about what to include, there are creative ways to include popular books in the curriculum. Andrew, who is the high school AP English teacher in our book, never actually reads complete Potter books with his students. Instead, he uses key excerpts from both the books and the movies to support teaching particular literary aspects. In using these regularly, his students gain a sense of the stories and many end up reading the books on their own. Sandra does read one book a year with her students, but it takes a great deal of planning to make it work, including framing her rationale for using the books. The key for all three of the teachers in our book is a set of very clear goals for their students around using Harry Potter. They don't just read Harry Potter because it's fun or the teachers like the books.

Each teacher uses the texts or movies to teach specific points in the curriculum, encourage habits of mind, or build stamina around reading. All three share the goal of building their students' confidence as readers; because Harry is accessible and also smartly written (it links to so many literary traditions, for example) each teacher uses it to catch his/her students by surprise - eventually each class realizes they've engaged the story, understand it, can connect it to other stories and text, and can discuss its merits and/or weaknesses, in many cases using high level academic language, as in the case of Andrew's AP English class. His students would certainly be primed to critically examine Animal Farm, for example. They hold a "literary confidence" not necessarily present previous to discussing/analyzing Potter.

The debate around including popular texts in school curriculum will certainly remain a constant, especially since debates around which "classics" to include in English courses seems never ending. But there is certainly a current wave of coolness around reading - prompted by Potter and sustained by such series as The Hunger Games - that if recognized, harnessed, and used could serve to help students connect to the "classic" texts that have actually influenced a great deal of popular works.

How do we measure the success of these teachers' attempts to use Harry Potter to engage with their students? And why do you think that school systems are so slow to recognize and reward this kind of success?

Measuring teacher success - successful teaching - is probably the biggest educational debate right now. The growth over time data we talked about above is one example of how teachers are increasingly measured by one of the few types of hard data that are produced by teachers and schools en masse. Otherwise, the criteria for "success" becomes more objective and therefore difficult to define and evaluate in large numbers. In the book, we include a list of 9 "shared commonalities" - characteristics the Teaching Harry Potter teachers hold in common that we believe serve as the basis for (and evidence of) their success. One of these does include standardized test scores, but that serves more as one criteria, not the central identifiable aspect of the teachers' success. To our mind, these commonalities are identifiable and clearly contribute to student success. However, we spent time talking with the teachers, getting to know their philosophy and role in their respective schools. It took time to identify the roots of their success, something schools and districts don't have a lot of to work with.

We also hold a particular view of what it means to be a successful teacher. For example, we believe popular culture and media are valuable in school and consider wise and appropriate use of them with students a mark of great teaching. Many would disagree, however. We could spend a long time arguing our point, which we've done, actually, and still not have any kind of consensus on the issue, let alone on how to measure what using popular culture successfully would look like. This is one of the major obstacles faced by each of the teachers in our book, they had to constantly justify their use of Harry Potter books and media and in some cases were actually allowed to use the books because of their successful testing records. So, in the end reading Harry Potter with one's students became the reward for the kind of "success" that could be easily and "objectively" measured - and that's where school districts and policy makers live right now.

Catherine Belcher works with LA's Promise, a nonprofit organization focused on improving schools and empowering neighborhoods in South Los Angeles. She currently serves as the Director of Teaching and Learning at West Adams Preparatory High School. She earned her Ph.D. from the School of Education at the University of Pennsylvania in 2006, where her work focused on Latino educational history and language access. She then served as a new teacher supervisor at St. Joe's University in Philadelphia and as an Assistant Professor in the School of Education at Loyola Marymount University. A lifelong educator, Catherine taught social studies at both the secondary and middle school levels, and has served as a mentor, lead teacher, and curriculum designer. She has presented on the use of Harry Potter in educational spaces at several conferences, including Enlightening 2007, Azkatraz (2009), Infinitus (2010) and NAMLE (2011). Catherine lives in LA with her husband and 11 year old daughter, a Potter aficionado in her own right who proudly displays the Ravenclaw banner in her room, although some days she joins her mom in the Gryffindor common room so they can talk books and dare each other to try eating the grey Bertie Botts Beans.

Becky Herr-Stephenson is a media researcher focused on teaching and learning with popular culture and technology. She earned her Ph.D. from the Annenberg School for Communication at the University of Southern California in 2008. She has been a part of several organizations and projects aimed at informing and inciting innovation in education, including the Digital Media and Learning Hub within the Humanities Research Institute at UC Irvine and the Joan Ganz Cooney Center at Sesame Workshop. Currently, she is working as a Research Associate with the Annenberg Innovation Lab through a partnership between USC and the Cooney Center. She is a co-author (with Mizuko Ito and others) of Hanging Out, Messing Around, and Geeking Out: Kids Living and Learning with New Media (2009, MIT Press). Becky has presented papers on Harry Potter and youth culture at a number of conferences, most recently, Infinitus (2010) and NAMLE (2011). She lives in Los Angeles and is anxiously awaiting the arrival of her first child, who she hopes will be sorted into Ravenclaw (not Slytherin).

Teaching Harry Potter: An Interview with Catherine Belcher and Becky Herr-Stephenson (Part One)

Catherine Belcher and Becky Herr- Shepardson's Teaching Harry Potter: The Power of Imagination in the Multicultural Classroom is quite simply one of the most powerful and engaging books I've read about American education in a long time, and I strongly recommend it to the full range of people who read this blog -- those who are fans, those who are teachers, and those who care about the future of learning. Teaching Harry Potter tells a powerful story about the current state of American education, one which contrasts the enthusiasm many young people and educators feel towards J.K. Rowling's remarkable book series and the constraints which No Child Left Behind-era policies have imposed on how reading gets taught in the classroom. Reading this book produced powerful emotional responses--an enormous respect for the teachers described here who are battling to engage with their students in meaningful and timely ways and despair over some of the obstacles they must overcome in doing so. There's much to be optimistic here in the ways these teachers care deeply enough about their students to take intellectual and professional risks and much that is disheartening about the ways that the system crushes opportunities that all recognize are valuable but which do not fit within the formal "standards."

The two writers move back and forth between a nuanced reading of J.K. Rowling's books which considers how they represent the value of education, detailed accounts of what teachers have been doing with the books as they adapt them for a range of multicultural classes, and big picture considerations of educational policy and pedagogical practice. You can learn more about this book and its authors on Teaching Harry Potter's official website and on the authors' blog.

The following is the first installment of a three part interview with the writers, during which they use Harry Potter to pose some powerful critiques of what's working and what's not in contemporary American education.

Let's start with the question that frames your introduction -- Why Harry Potter? What does this book series help us to understand about the contemporary state of American education?

We chose to use Harry Potter to explore American education because of the powerful things the series has to say about teaching and learning. Even though the magical school system in the Potter books more closely resembles British schools (and, one might say, a particular, nostalgic view of British schools) than the American public schools we discuss in our book, we saw important parallels between how issues such as childhood and adolescence, power (both political and personal), knowledge, literacy, and even media and technology were discussed in the books and how they are discussed in contemporary education. For example, teachers we have worked with have often discussed the challenge of balancing students' informational needs with the school district's desire for "safety" (which can mean anything from approved book lists to highly-restrictive firewalls on school networks); a similar theme is evident in Harry's interactions with Dumbledore and other Hogwarts faculty who struggled with questions about how and when to share information with Harry and his classmates.

The Potter series also reminds us of the importance of looking carefully and closely at situations--as things are not always what they seem to be at first glance--and of the importance of listening to alternative narratives. Both of these things seem particularly salient in relation to the state of contemporary American education, which, when viewed as a whole, seems very much like a lost cause. Looking closer, however, it is apparent that there are great and creative teachers, committed administrators, communities dedicated to supporting their schools, and students who, when given the resources they need, do extraordinary things. It is unfortunate that these stories are so often drowned out by discussions of standardized policy and procedure, as they are important reminders of what is possible. The exclusion of the Harry Potter books themselves, or the "strangeness" of including them in school reading lists, speaks to this as well. The assumption that they are simple children's books belies so much of their meaning and potential.

Further, we love the spirit of learning in Harry Potter: students taking ownership over their own learning and teaching one another; reading books from the restricted section of the library; finding secret passageways to Hogsmeade. Hogwarts students seem to have a sense of autonomy, adventurousness, and wonderment that we wish for all students.

A few pages into the book, you have already framed it as a defense of teachers. Why do teachers need defending? Why do they deserve defending?

Teachers, great teachers, definitely need defending in today's climate. We realize that not all teachers are created equal, and that there is a great need to improve teacher preparation, hiring policies, evaluation, and retention in public schools, particularly in large, urban school districts. However in the book, we talk about how the current climate around accountability, measuring teacher quality by test scores, and the role of teacher unions in protecting ineffective teachers has created a situation where the voices and needs of high quality teachers are being drowned out. Can we really afford that? We felt it vital to draw attention to the work of passionate, highly skilled teachers, to make the counter argument that they exist and are indeed out there - and that they are innovative and current in their approach. We also thought it important to highlight the tensions these teachers deal with in trying to continue their work and grow as creative professionals under the current political climate.

We also believe it is important to discuss the fact that there is more than one way to talk about good teaching. Most of the public discussion today centers on measuring teachers in some manner, usually through their students' test scores, which in many ways make sense since those are the one set of hard, "objective" measures available. Scores also provide a quick and easy answer. But good teaching is about much more than test scores - as is evidenced by Sandra, Andrew and Allegra. We are straightforward about the fact that their students do indeed test well, but we don't focus on that particular aspect of their work. What becomes clear in these three teachers' accounts is that they do much more than test preparation in their classrooms. They work - and often struggle - with making their pedagogy more nuanced and layered as they strive to offer a richer experience for their students. It is also important to note that they work with urban, and/or high poverty students of color, who are more often "test-prepped" and remediated than their suburban counterparts. Do teachers such as these, who believe in their students and work against the grain to offer them a rich literary experience deserve defending? Yes, most definitely. The task is figuring out how to balance that need within a system that currently throws all teachers into the same pot, regardless of their track record with students.

Harry Potter is a series of books about education. What insights might teachers take for their own pedagogical practice from studying the various teachers and administrators depicted in the book?

One of the most important insights teachers might take from the characterizations of teachers and administrators in the books is an understanding of how students perceive them. The Hogwarts faculty members are, by and large, portrayed as archetypes: Minerva McGonagall (stern and confident), Severus Snape (bitter and cruel), Remus Lupin (caring expert), Gilderoy Lockhart (inexperienced and self-absorbed), Albus Dumbledore (wise sage), and so on. Because readers only learn about the teachers through Harry's experiences with them, we spend much of the series not knowing much about them, their backgrounds, or their motivations. Teachers in the series--like many teachers in American schools--knew much more about their students than vice versa. While we're certainly not advocating that teachers give up all rights to privacy, we do think that it's important to be aware of the fact that most students navigate schools with a very incomplete picture of who their teachers are as people--and that this lack of information can serve as an impediment to connecting with teachers, even those who are very skilled and willing to act as caring mentors.

For the teachers we profile in Teaching Harry Potter, the Potter books provided a way to share a bit of themselves with their students by sharing a piece of media about which they were passionate. Now, not all of the featured teachers were die-hard Potter fans (though several definitely would describe themselves that way), but all enjoyed the books, identified their value for their students, and went to great lengths to share the books in their classrooms. Their dedication to brokering access to the books for their students and to creating engaging reading experiences that recognized students' different needs and desires is admirable.

Another thing that teachers might take from the Potter series is the value it places on experiential education--that is, teaching and learning that is grounded in students' real lives, that gets them up, out of their seats, and interacting with one another as well as with people outside of the classroom. Take, for example, Professor Lupin's lesson on defeating Dementors with the Riddikulous spell--this exercise challenged students to use magic that was extremely relevant to their lives at that moment and, although the lesson itself was loud, rambunctious, and risky, it was also highly effective in teaching students a spell they could immediately apply outside of the classroom.

Moves toward standardization of curriculum are generally moves away from experiential learning, as experiential learning needs to be connected to specific contexts, moments in students' lives and in the schooling process. It takes a great deal of creativity and bravery for teachers to privilege this kind of learning in the classroom, especially in the current educational climate in the U.S.

Catherine Belcher works with LA's Promise, a nonprofit organization focused on improving schools and empowering neighborhoods in South Los Angeles. She currently serves as the Director of Teaching and Learning at West Adams Preparatory High School. She earned her Ph.D. from the School of Education at the University of Pennsylvania in 2006, where her work focused on Latino educational history and language access. She then served as a new teacher supervisor at St. Joe's University in Philadelphia and as an Assistant Professor in the School of Education at Loyola Marymount University. A lifelong educator, Catherine taught social studies at both the secondary and middle school levels, and has served as a mentor, lead teacher, and curriculum designer. She has presented on the use of Harry Potter in educational spaces at several conferences, including Enlightening 2007, Azkatraz (2009), Infinitus (2010) and NAMLE (2011). Catherine lives in LA with her husband and 11 year old daughter, a Potter aficionado in her own right who proudly displays the Ravenclaw banner in her room, although some days she joins her mom in the Gryffindor common room so they can talk books and dare each other to try eating the grey Bertie Botts Beans.

Becky Herr-Stephenson is a media researcher focused on teaching and learning with popular culture and technology. She earned her Ph.D. from the Annenberg School for Communication at the University of Southern California in 2008. She has been a part of several organizations and projects aimed at informing and inciting innovation in education, including the Digital Media and Learning Hub within the Humanities Research Institute at UC Irvine and the Joan Ganz Cooney Center at Sesame Workshop. Currently, she is working as a Research Associate with the Annenberg Innovation Lab through a partnership between USC and the Cooney Center. She is a co-author (with Mizuko Ito and others) of Hanging Out, Messing Around, and Geeking Out: Kids Living and Learning with New Media (2009, MIT Press). Becky has presented papers on Harry Potter and youth culture at a number of conferences, most recently, Infinitus (2010) and NAMLE (2011). She lives in Los Angeles and is anxiously awaiting the arrival of her first child, who she hopes will be sorted into Ravenclaw (not Slytherin).

On Transmedia and Education: A Conversation With Robot Heart Stories' Jen Begeal and Inanimate Alice's Laura Fleming (Part One)

This week, I want to showcase two innovative projects which seek to explore the intersections between transmedia storytelling, participatory culture, and education -- Robot Heart Stories and Inanimate Alice. Here's some background on the two projects, taken from their respective home pages:

Robot Hearts Stories is an experiential learning project that uses collaboration and creative problem solving to put education directly in the hands of students. This fall, two classrooms, a continent apart, will work together to get a lost robot home, and they will need your help... The experience begins when a robot crash lands in Montreal and must make her way to LA in order to find her space craft and return home. Two class rooms in underprivileged neighborhoods, one in Montreal (French speaking) and the other in LA (English speaking), will use math, science, history, geography and creative writing to help the robot make her way across North America. At the same time, Robot Hearts Stories extends beyond the classroom, as the project welcomes involvement from a global audience. We need participants of all ages to share their own passions in the form of a creative act involving a robot they can print, customize and document. For each photo or piece of art featuring the robot that is submitted, the "signal strength" of the robot grows stronger and helps her to get back home. Robot Heart Stories is the first in a trilogy of experiential learning projects from award winning storytelling pioneer Lance Weiler and creative producer Janine Saunders.

Robot Heart Stories from WorkBook Project on Vimeo.

Set in the early years of the 21st century and told through text, sound, images, music and games, Inanimate Alice is the story of Alice and her imaginary digital friend Brad. nanimate Alice is Transmedia - designed from the outset as a story that unfolds over time and on multiple platforms, the episodes are available on all devices capable of running Adobe's Flash Player. Alice connects technologies, languages, cultures, generations and curricula within a sweeping narrative accessible by all. As Alice's journey progresses, new storylines appear elsewhere providing more details and insights, enriching the tale through surprising developments. Students are encouraged to co-create developing episodes of their own, either filling in the gaps or developing new strands. Designed originally as entertainment, 'Inanimate Alice' has been adopted by teachers eager to connect with students through media they inherently understand. Created around a high-quality robust text, the content is suitable for the deep-reading and re-reading necessary for academic investigation.

My desire to learn more about these imaginative and groundbreaking projects led me to two women (Robot Heart Stories' Jen Begeal and Inanimate Alice's Laura Fleming) who have been heavily involved in their development and deployment. What follows is an online conversation between the two of them which describes not only their work on these projects, but also dig deeper into their underlying philosophies concerning the value of transmedia and participatory learning. (For my own thoughts on these topics, see this blog post.) My hope is that this exchange will help spark similar discussions across projects, across entertainment companies, nonprofits, educators, and schools, about how we can tap in the power of new forms of storytelling experiences to enhance the opportunities students have to learn and grow.

You have both been involved in recent projects to create transmedia experiences for young people. Can you describe these projects and your participation in them?

Jen: I have recently been involved with Robot Heart Stories (RHS), an experiential education project that used collaboration and creative problem solving to put education directly in the hands of students. The experience begins when a robot crash landed in Montreal and must make her way to LA in order to find her space craft and return home. Two class rooms in underprivileged neighborhoods, one in Montreal (French speaking) and the other in LA (English speaking), will use math, science, history, geography and creative writing to help the robot make her way across North America.

At the same time, Robot Hearts Stories extends beyond the classroom, as the project welcomes involvement from a global audience. We need participants of all ages to share their own passions in the form of a creative act involving a robot they can print, customize and document. For each photo or piece of art featuring the robot that is submitted, the "signal strength" of the robot grows stronger and helps her to get back home.

Robot Heart Stories was created by award winning transmedia storytelling pioneer, Lance Weiler and creative producer Janine Saunders. My role with the project is as social media strategist, I helped build the social media strategy for the twitter feed and the blogger outreach campaign.

Laura: I have been working on Inanimate Alice , a series of interactive, multimedia, episodes that uses a combination of text, sound, images, and games to tell the story of Alice, a young girl growing up with technology as her best and sometimes only friend. During my time with the project, I have been able to work closely with the producer of the series advising on the educational media attributes of the story and helping devise intriguing new ways to navigate the transmedia experience that is just starting to unfold.

In addition, I was a collaborator for Robot Heart Stories, a project in which transmedia strategies were used to engage students from across the world. I also implemented pieces of the project within my own classroom.

What lessons have you taken from your experiments so far in deploying transmedia practices for education?

Jen: You need to understand your audience, and know that what works for each grade level will be different. Also, you must make the project easy to understand, curate and showcase for educators and students. Another lesson we learned from RHS is that you need an open line of communication between collaborators which may include needing an administrator to oversee discussions to you ensure that goals are made and met.

Laura: When thinking about transmedia and the affordances it provides for learning, the most important lesson I have taken away is that transmedia properties designed for education must be pedagogically sound, by shifting the locus of control firmly away from the teacher towards the learner. In the case of Inanimate Alice, I have seen learners become producers of content in the widest transliterate sense- teachers and learners learning together, shaping new narrative possibilities has enabled learners to participate, grow and be an integral part of the story. Transmedia practices for education must allow room for freedom, flexibility, and creativity while at the same time being practical and addressing standards, objectives and the needs of learners.

While transmedia has long been a property of commercial franchises aimed at young people, we are just now beginning to explore the implications of transmedia for education. What lessons do you think educators might take from commercial transmedia aimed at children? In what ways does educational use of transmedia require different underlying models and assumptions?

Jen: Some lessons that educators may take away from commercial transmedia aimed at children are the social communities built around the project, and how these communities encourage each participant to have a voice. Some examples of commercial properties which have accomplished this include: Inanimate Alice and the eagerly anticipated Pottermore, currently in Beta, but which allowed one million early testers to join in the summer of 2011.

Transmedia projects are about being actively engaged with a story and "playing." Educators must understand that there is no right or wrong way to tell a transmedia story because the landscape and communities are continuously changing and evolving. Digital technologies are in a constant state of flux therefor we can no longer rely on "standards" for teaching as educators will face a harder time connecting with students who are becoming more accustomed to shifting technologies.

Laura: Successful commercial franchises have proven that transmedia narrative techniques create intense loyalty, interaction, and engagement. Educators can use these same techniques to create anytime, anywhere learning that is fully integrated and embedded into learner's lives. Spanning educational content across varying platforms and incorporating varying forms of media meets the needs of all of our learners, while at the same time creates an emotional connection to content. Transmedia techniques create a totality of learning experiences that encompass learning both in school, in the community, and at home. Ultimately, I feel educators and indeed learners, increasingly, need to be an integral part of the creation process

.

Jen Begeal is a social media strategist and transmedia producer. Her recent projects include developing a social media strategy for the experiential education project, Robot Heart Stories, developed by The Workbook Project and producing the transmedia campaign for the film, Zenith. She currently works at Umami.TV and can be found tweeting at @jlbhart and @umamitv Jen has spoken at leading conferences including the Film & History Conference for the University of Wisconsin and Mobility Shifts Conference at The New School on the subjects of film theory and media literacy. As a writer her works have been featured on the Tribeca Film: Future of Film blog and on Huffington Post's blog. Jen received her BFA from The State University of New York at Purchase in film directing and her MA from The New School in media studies. She is a co-organizer of the Transmedia NYC meetup group and an active member in the New York Film community.

Laura Fleming has served the children of New Jersey as an educator for the past fifteen years as both a media specialist and a teacher. In recent years she has taken a professional interest in developments in new media and in vanguard techniques in interactive and transmedia (multi-platform) storytelling. In this context, she has been able to draw powerful connections between transmedia and education. She blogs on these issues at www.edtechinsight.blogspot.com and is a regular contributor to other outlets, including the Huffington Post. Laura is currently playing a lead consultative role with the BradField Company, the developers of the innovative and popular transmedia story, Inanimate Alice. She has played a major role in growing and sustaining a thriving and vibrant global community around Inanimate Alice. She has consulted on several transmedia properties, working with producers to help maximise the value of their creations and toolsets for teachers and students as well as for the corporations themselves. Laura is currently co-authoring a book on Transmedia LearningWorlds, due for publication in Autumn 2012, and has spoken at a number of prestigious education, publishing and media events on the significance of transmedia for teaching and learning.

On Transmedia and Education: A Conversation With Robot Heart Stories' Jen Begeal and Inanimate Alice's Laura Fleming (Part Two)

Some transmedia properties are entirely top-down, deploying fairly conventional models of authorship, despite their deployment across multiple media platforms. Others include strong elements of participatory culture. How central is youth participation in the production and circulation of media to your visions for transmedia education?

Jen: Youth participation is very important In production and circulation as many Transmedia projects are aimed at young people, and the ones aimed at adults require that the adults have some prior knowledge of media which leads us back to teaching media literacy at a young age. Specific youth aimed projects, like Robot Heart Stories, require that the students create their own videos, write collaborative stories and construct and color their own paper robots (called "heart packs") which were pdf downloads from the website. The theory behind transmedia education is that user generated content (i.e. created by the students themselves) should be at the core of these projects.

Laura: Story-driven user-generated content is a powerful piece of the transmedia experience and in my opinion is an essential consideration for any educational property. Technology tools allow for new forms of participation and learners inevitably seek out those opportunities. Even just the notion of creating transmedia experiences for specific groups or demographics is something we need to consider carefully. Learners themselves should be immersed in the creative process to ensure that they are not mere consumers of the experience.

What are the implications of teaching a generation not only how to read but also how to write across media?

Jen: There are several implications to this, for one there will be a larger population of active consumers, prior to the "digital generation" most media consumers were passive with little choice in what they were sold or presented with. This new generation now has the choice to decide what to watch, who to interact with and decide which brands can target them. This likewise poses a challenge for brands to be smarter and more engaging with their target audience. I also foresee a higher literacy rate as well as lower drop-out rates as students will have to have certain levels of education to compete in the working world, which will be heavily media driven.

Laura: One of my personal goals has been to blend the theory of transmedia with the implications from entertainment and business and layer it in a discussion about reading, writing, and learning for even our youngest learners. Children will read and write across platforms, whether they are taught to or not. As an educator, I feel I have a personal responsibility to teach my students how to read and write across media by providing a learning environment that allows for freedoms to think about story in less conventional ways. Transmedia storytelling techniques enable us to expand the definition of literacy and allow for new opportunities to experience both reading, writing, and publishing in a transmedia environment and students should be taught to do so responsibly and effectively.

One potential implication of the use of transmedia for education is that it might help students to experience the same story or events through multiple points of view. How might such practices contribute to young people's capacity to explore different perspectives?

Jen: Exploring different perspectives allows for students to filter the facts of a story and sift through the evidence presented to determine the truth. As was the case with RHS, French speaking students in a Montreal classroom had to convey their stories through video, music, and images to their sister classroom of English speaking students in Los Angles. This presented a problem that the students themselves needed to solve, one which involved telling a narrative which could be understood across language. The global initiative of the project prompted our collaborators to translate the initial French/ English curriculum into other languages including Swedish and German.

Laura: Transmedia by nature promotes multiple points of view which fosters a dialogue within global reach that can connect technologies, languages, cultures, generations, and curricula. The dynamic experiences transmedia storytelling helps to provide allows for the proliferation of information and knowledge, as well as ensures that young people will learn together and from each other. Ultimately, transmedia practices have the power to shape and possibly even alter beliefs or interpretations offering mutually beneficial solutions for all. This power makes it all the more critical that learners themselves are instrumental components of transmedia learning worlds.

I have used the metaphor of "hunting and gathering" to describe the activities of consumers engaging with a transmedia narrative. What connections do you see between these modes of active consumption and the kinds of research processes which have long been central to education?

Jen: Research requires actively searching out information and can be as involved as your project requires. Likewise transmedia storytelling allows you to be as little or as much engaged with the project as you desire. The students who participated in Robot Heart Stories had a specific curriculum presented to them, however what they chose to do with the information provided was up to them. In the end they chose to tell the story of the robot across multiple platforms including videos, e-mails and through song.

Laura: There is no problem with the notion of 'consuming' transmedia, but its true educational value will come in our definition of 'active'-- its definition has to be about more than mere 'thinking about the content', it has to stray knowingly into the creative and the immersive aspects too. In the case of Inanimate Alice, students around the world have been motivated to create their own next episodes of the series. Learners have used critical literacy skills to deconstruct the digital text as readers, and have used the knowledge they gained to write and create. They have become producers of content, shaping new narrative possibilities. Students have developed episodes of their own, either filling in the gaps or developing new strands of the narrative. In addition, students have created interstitial episodes that fill in the gaps in Alice's story.

Inanimate Alice has created an active virtual circle of storytelling where transmedia meets co-creation inspiring many learners to write and create. Creators looking to build a market here will succeed best where they can find a path between 'delivering' transmedia experiences which can then be consumed, and building transmedia platforms/landscapes/immersive experiences that empower the learner to create (and live!) their own stories.

How might we reconcile calls for transmedia education with ongoing concerns raised by the Kaiser Foundation and others about the amount of time young people spend engaging with "screens." Does transmedia education compound the concerns others have raised around multitasking and divided attention or might it foster a higher level of media literacy?

Jen: For some, transmedia may be seen as technology overload, however not all transmedia projects take place completely on screens. For instance with Robot Heart Stories part of the project involved students physically cutting out paper robot heart-packs and either drawing pictures or pasting photos on the robots stomachs as a way to "fuel" the robot. The students also had to create videos which meant they had to engage in face to face collaboration.

Another transmedia project that focuses on youth culture is Socks, inc. asks participants to create a physical sock-puppet then photograph or video the puppet interacting in the real world. This type of teaching, which requires a cross-pollination of digital and real world problem solving, should be the core theory behind all transmedia education. We are already a society of information overload but now we need to learn how to examine the world around us and learn how to engage with it through digital media and hands on activities.

Laura : When considering the amount of time young people spend engaging with "screens", it is important to differentiate effectively between the many uses to which screens are put- playing an immersive and complex computer game is not the same as watching television. In the case of transmedia each screen facilitates the manifestation of the whole storyworld.

One promise of transmedia education is that it responds to research about multiple intelligences -- that is, the idea that different young people might learn more effectively through different media channels. Should the model of transmedia education focus on multiple paths to the same knowledge or on the ability of any given learner to synthesize information across multiple channels?

Jen: The model of transmedia education should focus on the ability of the learner to synthesize information across multiple channels as students need this skill in the real world. Content is continually being dispersed across multiple channels and as more content becomes available it will be up to us to teach young people how to curate this content and synthesize the constant stream of information.

Laura: To me, neither of these models are mutually exclusive. Ultimately, only the learner is really in control (for a concise exposition of this position, see I am Learner) Teachers can influence, guide, and facilitate, but what is taught is rarely if ever what is actually learned- so while learners focus on synthesizing information across multiple channels, they will also, naturally, when they are allowed to, take multiple paths to knowledge. The most powerful transemdia education will therefore try to combine both models into one more persistent model.

Pottermore has been a highly publicized attempt to connect multimedia and participatory elements to children's literature. What are your hopes or concerns about Pottermore as a model for transmedia entertainment and education?

Jen: Pottermore has the ability to connect children globally, to teach them how to learn from different cultures, to understand how to connect with one another and be more accepting of each other. I foresee projects like these with such a broad scope and community to reduce prejudices, stereotyping and encourage collaborative learning.

Laura: JK Rowling has done a fascinating thing with Pottermore. She has taken her linear novels and created a non-linear experience around them. Her fans have been wanting to get close to her for years and through Pottermore they will feel like they have gotten that chance and that they now have the opportunity to contribute to the story world. The loyalty this will foster should not be underestimated and should serve as a model for future transmedia properties. In the case of education, these strategies will empower learners to share, contribute, and create by making discoveries through their own interpretations, which encourages passion and responsibility for their own learning.

Both of you have placed strong emphasis on the value of stories as a means of capturing and communicating human wisdom and knowledge. How do we decide which stories or themes should form the basis for these kinds of grassroots storytelling activities?

Jen: Stories should have personal meaning, and they should have an overriding theme. We had learned that for primary and secondary education topics that deal with social good, passion and personal responsibility (anti-bullying) campaigns are the easiest for students to tackle. There are many themes which can be explored or addressed, however the theme itself should be easy to understand and engage with, and be meaningful to the students learning the curriculum.

Laura: Storytelling activities should have the power to offer multiple perspectives and different ways of communicating ideas. Authentic, meaningful, genuine narratives that engage learners through their intent will naturally capture them and enhance the depth of their knowledge.

Our culture has historically reified the concept of authorship, suggesting that only special people have the capacity to create meaningful stories. What techniques have we discovered that help young people overcome their own insecurities and resistances to becoming authors?

Jen: By allowing students to tell their stories across multiple platforms we have given them the chance to be authors without making them self conscious. Some students tell stories visually, others through music and some even through short form dialogues, transmedia embraces the telling of stories across multiple channels, thereby giving everyone a chance to be a storyteller or author. In the case of Pottermore, these same young people are encouraged by a community to pick and choose how little or how much they want to involve themselves into the stories. It gives them the chance to become immersive creators and to actually play instead of write. This is especially helpful to those kids with learning disabilities as they can engage with others in their own way and at their own pace. By breaking down traditional barriers of storytelling we build a world of creators who can tell a story and synthesize information more effectively than ever before.

Laura: Transparency, connecting learners directly to the storytellers allows for powerful opportunities for co-creation. Learners themselves become multiplatform producers by mashing-up commercial content or by creating their own original content that extends the overarching narrative. Once embraced, contributing to the story world will provide satisfaction and a sense of achievement. In addition, celebrating the participation of the learner is validating and will lead to further engagement with the content and will make them feel empowered.

Jen Begeal is a social media strategist and transmedia producer. Her recent projects include developing a social media strategy for the experiential education project, Robot Heart Stories, developed by The Workbook Project and producing the transmedia campaign for the film, Zenith. She currently works at Umami.TV and can be found tweeting at @jlbhart and @umamitv Jen has spoken at leading conferences including the Film & History Conference for the University of Wisconsin and Mobility Shifts Conference at The New School on the subjects of film theory and media literacy. As a writer her works have been featured on the Tribeca Film: Future of Film blog and on Huffington Post's blog. Jen received her BFA from The State University of New York at Purchase in film directing and her MA from The New School in media studies. She is a co-organizer of the Transmedia NYC meetup group and an active member in the New York Film community.

Laura Fleming has served the children of New Jersey as an educator for the past fifteen years as both a media specialist and a teacher. In recent years she has taken a professional interest in developments in new media and in vanguard techniques in interactive and transmedia (multi-platform) storytelling. In this context, she has been able to draw powerful connections between transmedia and education. She blogs on these issues at www.edtechinsight.blogspot.com and is a regular contributor to other outlets, including the Huffington Post. Laura is currently playing a lead consultative role with the BradField Company, the developers of the innovative and popular transmedia story, Inanimate Alice. She has played a major role in growing and sustaining a thriving and vibrant global community around Inanimate Alice. She has consulted on several transmedia properties, working with producers to help maximise the value of their creations and toolsets for teachers and students as well as for the corporations themselves. Laura is currently co-authoring a book on Transmedia LearningWorlds, due for publication in Autumn 2012, and has spoken at a number of prestigious education, publishing and media events on the significance of transmedia for teaching and learning.

A Few Final Reflections at Year's End...

Having made it, more or less, through the grading frenzy, I am now really and truly spent, and looking forward to some much needed rest and relaxation over the holidays. So, this is going to be the last blog post for 2011. We will be back by the Second Week of January with an exciting line-up of interviews, essays, and other resources, but for the time being, I am going to take a few weeks off to read, write, and other things that keep Henry healthy and wise, if not particularly wealthy. Before I do, I wanted to share a few loose ends which have come across my desk in the past few weeks.

The first is the webcast created by the fine folks at the New School of Social Research depicting the public conversation I had with Liz Losh at the Mobility Shifts conference earlier this fall. Many of you will have seen photographs of Liz and I wearing the Team Critical Theory and Team Cultural Studies racing jackets which Liz's husband designed and produced for the event. They were our joking way of calling out some of the unproductive tensions which have existed between those two camps over the past few years and the desire to work beyond them in order to contribute to far more important public debates, such as those concerning the future of public education, and to contribute towards shared visions, such as those concerning the democratization of access to digital media.

Here's how the program was billed:

At Mobility Shifts: An International Future of Learning Summit Henry Jenkins (Team Cultural Studies) and Elizabeth Losh (Team Critical Theory) offer a progress report on whether and in what ways the public schools and universities are going to be able to absorb or meaningfully deploy what Jenkins calls "participatory culture." Rather than an abstract discussion of a theoretical construct drawn from their supposedly opposite positions studying fan culture and institutional rhetoric respectively, the two will discuss concrete experiences of young people acting appropriately or not, inside or outside the classroom. What might a participatory learning culture look like? What policies make it hard for even supportive teachers to achieve in their classrooms? What stakeholders would need to be engaged in order to change the current cultures of our school? How might participatory learning take place beyond the schoolhouse gates? What is everyone afraid of?

The Mobility Shifts conference did a great job of combining multiple groups of people, from around the world, who care passionately about the future of education, many of whom are doing local projects designed to have a material real world impact that exist alongside and in relationship with their theory and scholarship.

As you will see, the differences that might exist between Losh and I on paper start to break down when we deal pragmatically with the concerns that animate our work. We've sometimes disagreed through our blogs, but the more we worked on pulling together this event, the clearer it became that our shared values and commitments were far more significant than tactical disagreements. In the course of this conversation, we make strong arguments for why, tempting though it may be, we can not just blow up the public schools and walk away, we talk about some specific insights we've gained through our educational interventions, and we discuss the strengths and limits of the concept of participatory culture as a way of framing current struggles over access to the means of cultural production and circulation. If you want to learn more about Liz's work, see her blog here.

Nikki Usher, a recently minted PhD from the Annenberg School of Communications and Journalism, has been using excerpts from Spreadable Media: Creating Value and Meaning in a Networked Society (which I co-authored with Sam Ford and Joshua Green and which will be released by NYU Press next fall) with her students at George Washington University. Nikki shared with us a video produced as part of a class project by her student, Sandi Moynihan, which applies our concepts of "spreadability" to describe the Occupy movement. The video is part of a larger set of resources around the movement you can find at her website, many of them dealing with Occupy's use of social media. I was so excited by her wonderful video that I asked if I could share it with you here.

Last week, I was down in Rio. In Copacabana, there are the most remarkable sand sculptures, including several which reconstruct the city's landmarks. Somehow, this sculpture depicting Santa and friends caused me great amusement. It speaks to the incongruous way that Euro-American Christmas iconography and traditions work in the context of South America, where, after all, December is one of the hottest summer months, but we are hearing "Frosty the Snow Man" and "White Christmas" playing everywhere we go. I decided this particular version of Father Christmas might better be called "Sandy Claws." (By the way, while it does not show up very well in this particular image, the woman in the picture is actually wearing one of those "itsy bitsy polka dot bikinis" that one sees on the beaches here, though admittedly, the sculpture left very little to the imagination in this rendering, itself a marker of cultural difference, given how unlikely it is to see anything so "family unfriendly" in public spaces in the United States.)

What Samba Schools Can Teach Us About Participatory Culture

If you dropped in at a Samba School on a typical Saturday night you would take it for a dance hall. The dominant activity is dancing, with the expected accompaniment of drinking, talking and observing the scene. From time to time the dancing stops and someone sings a lyric or makes a short speech over a very loud P.A. system. You would soon begin to realize that there is more continuity, social cohesion and long term common purpose than amongst transient or even regular dancers in a typical American dance hall. The point is that the Samba School has another purpose then the fun of the particular evening. This purpose is related to the famous Carnival which will dominate Rio at Mardi Gras and at which each Samba School will take on a segment of the more than twenty-four hour long procession of street dancing. This segment will be an elaborately prepared, decorated and choreographed presentation of a story, typically a folk tale rewritten with lyrics, music and dance newly composed during the previous year. So we see the complex functions of the Samba School. While people have come to dance, they are simultaneously participating in the choice, and elaboration of the theme of the next carnival; the lyrics sung between the dances are proposals for inclusion; the dancing is also the audition, at once competitive and supportive, for the leading roles, the rehearsal and the training school for dancers at all levels of ability. From this point of view a very remarkable aspect of the Samba School is the presence in one place of people engaged in a common activity - dancing - at all levels of competence from beginning children who seem scarcely yet able to talk, to superstars who would not be put to shame by the soloists of dance companies anywhere in the world. The fact of being together would in itself be "educational" for the beginners; but what is more deeply so is the degree of interaction between dancers of different levels of competence. From time to time a dancer will gather a group of others to work together on some technical aspect; the life of the group might be ten minutes or half an hour, its average age five or twenty five, its mode of operation might be highly didactic or more simply a chance to interact with a more advanced dancer. The details are not important: what counts is the weaving of education into the larger, richer cultural-social experience of the Samba School.

So we have as our problem: to transfer the positive features of the Samba School into the context of learning traditional "school material" -- let's say mathematics or grammar. Can we solve it? -- Seymour Papert, "Some Poetic and Social Critera for Education Design" (1975)

I was lucky enough to have spent some small bits of time with Seymour Papert when I first arrived at MIT in the late 1980s and to have spent even more time in the company of his students, such as Amy Bruckman, Idit Harel Caperton, Edith Ackerman, Ricki Goldman, Mitchell Resnick, David Cavallo, and others. His ideas about redesigning educational practices to reflect the value of the Samba Schools was very much in the air at the time and I recall this passage being discussed several times at the meetings of the Narrative Intelligence Reading Group, an incredible bunch of graduate students, faculty members, and folks from the Cambridge community, who met regularly to discuss the intersection between new media and theory. In retrospect, I've begun to wonder how much the concept of the Samba School informed my own ideas about "participatory culture," without me being fully conscious of it at the time. It is only in recent years that I have started to draw connections between the two, but we are always shaped by things in our immediate environment in ways we can not fully articulate at the time. So, choose your contexts wisely.

This past summer, during a trip to Rio, my wife and I were finally able to visit a Samba School, and I came away from the experience with a deeper appreciation of the many different mechanisms through which the community's participation is solicited and maintained over the course of one of those weekend afternoons Papert is describing. And I have found myself reflecting upon this experience many times since my return. Here, I mostly want to share some of the beautiful photographs my wife, Cynthia Jenkins, took, but also to share a few of these still relatively unprocessed impressions. Thanks to my good friend, Mauricio Mota, for organizing our outing at the Samba School. I am still learning about this culture, so please excuse anything I get wrong in this discussion. I would love to have some of my Brazillian readers add their own background and context to what I am sharing here.

The Samba Schools are embedded within particular communities -- most often in the Favelas, which is where the poorest of the poor live in Rio. Upon entering these communities, as an outsider, one is impressed both by the density of the population and by the vibrancy of community life. Everywhere you look, people are gathered together, engaged in conversations, and around the edges, you can see a range of expressive activities.

For me, the creativity fostered by the Samba Schools is also visible in the grafitti and street art which adorns walls all over the city. And the playfulness can be seen in the boys and girls who are trying to conduct kite battles just outside the city center.

The Samba Schools are part of a larger folk logic which survives in Brazil as a living aspect of the culture (even as so much of the folk practices have been crushed in the United States over the past hundred plus years of mass media). We don't need to romanticize these creative impulses, but we also should not deny their existence.

Entering the Samba School has historically been a risky proposition for the middle class and the outsider, as is suggested by the incredibly narrow windows through which transactions occur around the purchase of admission.

But once inside the hall, things are incredibly open and designed to insure sociability through every means possible. The space and practices are designed to encourage participation and to embrace many different kinds of participation. So, the first thing you do upon entering -- or at least the first thing we do upon entering -- is to grab a big heaping plate of food.

As someone born and raised in the south, not so many generations removed from dirt farmers, I recognize the core ingredients here -- there's not much on my plate which I would not have seen at a BBQ place in the deep south or at a family reunion or church picnic. The preparation differs, of course, but the core building blocks are the same. And eating the food gives us time to sit and watch, to get our bearings and to develop a mental map of the space.

The design of the space creates a great deal of fluidity between watching and dancing.

There are many different vantage points for observing what's taking place, but there are no fixed walls separating performance space for spaces where spectators are gathered.

And the longer you are there, the more you find yourself edging closer and closer to where the action is. There is no decisive moment when participants step from watching to dancing. The music pulls at you -- you start to sway your hips or nod along without even fully realizing it.

Mothers and fathers are taking their children with them, and they bounce to the music, even before they really know what's taking place.

There are certainly stars to be seen here: my host points out some of the well known figures in the Samba world who are strutting their stuff and others are gathering around to watch them, but there is nothing stopping anyone from stepping into the same ring on the flat floor and dancing alongside them.

There is a raised area where the bands perform and there are local personalities who moderate the festivities, giving out periodic encouragements for people to join the dance. The announcers, though, are only one of a number of different practices designed to actively invite our participation.

These young men and women function like cupids: they bring love messages from one participant to another, often encouraging them to kiss and dance together, and thus breaking down some of the isolation that might remain in a large public space. You may note that they wear straw hats and have freckles, both intended to indicate they are playing the role of "country bumpkins," a shared figure of bemusement for these urban poor, many of whom only recently left the countryside themselves.

Periodically, a group dressed in police uniforms step march through the hall, blowing whistles, and rounding up captives. They are seeking out people who do not seem to be participating and they take them away for short lectures on the traditions of the community.

As someone who lives in fear of confrontations with people in uniforms, I ask my host what I can do to signal my participation, and it turns out that participation is a flexible category and that wearing the festive shirt which was handed me along with my ticket will be enough to signal that I have become part of the community, rather than a mere spectator.

The "participation police," as I have come to describe them, are one of the most provocative aspects of the experience for me. They speak to the challenges which any participatory culture faces around nonparticipation. I have come to appreciate the concept of legitimate peripheral participation -- the idea that witnessing and learning are themselves forms of participation, or at least, meaningful part of the process of preparing to participate. We should be concerned if some groups are structurally prohibited from participating; we should pay attention to the educational needs of those who are not yet ready to participate; we should build in active mechanisms which repeatedly encourage and solicit participation, as I observed in the Samba Schools, but we should not force participation before any given community member is ready to join the festivities.

So, it is striking that the Samba Schools have a range of different mechanisms for encouraging participation, some more forceful than others, but that it also recognizes and values that sometimes wearing a t-shirt or some other marker of affiliation may be as far as any one person is ready to go in their process of absorbing the norms and values of the community and crossing the invisible threshold into full participation. As we follow Papert's lead, and think about what it would mean to design educational institutions and practices which mirror those of participatory culture, we need to be attentive to the varied and multiple ways that spaces like the Samba School enable meaningful participation for all of their community members.

OurSpace: Being a Responsible Citizen of the Digital World (Part Two)

Last time, I shared part of my contributions to the afterword for OurSpace: Being a Responsible Citizen of the Digital World, a casebook designed to encourage students, teachers, parents, and administrators to reflect on the ethical choices they confront as participants in the new media landscape. Our Space was co-developed by Project New Media Literacies (established at MIT and now housed at University of Southern California Annenberg School for Communications and Journalism) and The GoodPlay Project (Harvard Graduate School of Education). You can find the full casebook here, among other places. Today, I am going to share an example of the kinds of activities we developed for the casebook, activities we intend to be appropriated, remixed, and redeployed by educators working in a variety of different contexts. Key to our process is the idea that we need to establish a safe space for these kinds of conversations to take place, one which respects the rights of all participants. We are trying to encourage a climate of healthy skepticism, one which asks hard questions, but is always open to new discoveries. The following exercise is one we've used successfully in the afterschool program on digital citizenship which my team ran at the Robert K. Kennedy Schools in Los Angeles.

Here's part of what we provide to these educators.

Our Space, Our Guidelines

Erin Reilly, Project NML

Facilitator's Guide

Lesson Overview (Grades 6-12)

Everywhere we go--whether hanging out at the park, being a lab partner in a science class, or meeting new friends through playing the latest MMORPG (Massively Multi-Player Online Role-Playing Game) --we negotiate the implicit and sometimes explicit norms of social communities. These spaces typically don't have signposts or labels that state every guideline that we must abide in order to be part of the group--but somehow most people learn what's inappropriate to do and what to do to fit in. Through observation, talking to others in the group, and actively engaging in the group discussion or activity presented, you can learn about the expectations for appropriate conduct, and what it means to be a responsible player or citizen of the community.

Talking about often sensitive issues such as identity, privacy, trust, ownership and

authorship, and group norms can be difficult; it may take considerable work to establish and maintain a culture that enables all learners to feel safe and comfortable enough to discuss these issues. It is important to discuss the reality that, in many online and offline spaces, different participants may have motives and goals for participating that are at odds with one another. In these cases, norms and expectations may not be clear-cut. Conduct that feels comfortable and appropriate to one person may not feel so to others. This set of activities is designed to help teachers/facilitators and students create a safe space-- and a shared set of norms and guidelines--for participating in discussions about the issues raised in this casebook.

It's important to realize that norms and guidelines work together.

• Norms are defined through implicit understandings, representing shared assumptions about desirable and appropriate ways of interacting. Norms help to guide, control, or regulate proper and acceptable behavior within any given community.
• Guidelines are explicitly defined as an indication or outline of policy or conduct. Those policies may be expressed top-down, as in many of the rules that teachers and students have to follow in the school context, or emerge bottom-up, as in the kinds of guidelines we hope will emerge through this activity.

The implicit norms of various online communities are highly flexible, reflecting the still-emerging nature of many of these contexts and practices. Yet the lack of clarity and agreement about appropriate conduct can sometimes lead to misunderstandings and misconduct. Some people defend what would be seen as antisocial actions in other contexts by appealing to the lack of rules governing interaction online. For our purposes, as we negotiate between the online world and the classroom, it is important to establish some guidelines that all participants have agreed upon--guidelines that will allow us to talk about controversial and complex issues while respecting the privacy and dignity of all participants. We need to be able to appeal to these shared principles in order to arbitrate conflicts or, ideally, to prevent antisocial conduct.

Ethical thinking skills highlighted in this lesson:

• Perspective-taking--striving to understand the motives and goals of multiple stakeholders in online communities
• Reflecting on one's roles and responsibilities within a community
• Considering community-level consequences (benefits and harms) of different courses of action

New media literacies highlighted in this lesson:

• Negotiation--the ability to travel across diverse communities, discerning and respectingmultiple perspectives, and grasping and following alternative norms
• Collective Intelligence--the ability to pool knowledge and compare notes with others toward a common goal
• Play--the capacity to experiment with one's surroundings as a form of problem-solving

Learning Objectives

After this lesson, students should be able to:

• Identify the norms and guidelines for responsible participation that exist in various communities, both offline and online
• Name distinct features of online communities that may affect the norms and guidelines needed for responsible participation
• Recognize the importance of creating norms and guidelines to facilitate responsible participation in online communities

Materials Used

• Anonymous suggestion box (to keep in the classroom permanently)
• Video: 1969 television series DVD, Room 222 Season OneOn Disc 2, Episode: The Exchange Teacher (airdate: 12/17/1969)

Handouts:

• Recommended Guidelines
• WoW Guidelines
• Case Study: Ning--Community of Readers

Lesson Introduction

Introduce the lesson by considering norms that have been developed for different contexts. Use one of the following activities or a combination of both.

Watch Video and Discuss

The goal of this video clip is to understand that people often enter situations with already established norms. And in doing so, it takes focused effort and group collaboration to break the pre-structured guidelines established and develop a new set of norms and guidelines more appropriate for the participating group.

Begin this lesson by watching chapter two (roughly five minutes) of 1969 television series DVD, Room 222, Disc 2, Episode: The Exchange Teacher (air date: 12/17/1969). This video introduces an exchange teacher from England visiting an American school. Of interest in the video are the reactions of other teachers to the exchange teacher's "eccentric" behavior in her interactions with students, in which she casts aside the established guidelines in the school and articulates her own expectations for students.

Questions to discuss with your students after the video could include:

• In the video clip, what were the differences between norms and guidelines?
• Why does a class need guidelines? Or does a class need guidelines?
• What were the norms of the school before the exchange teacher arrived?
• How did the exchange teacher change the norms for her classroom?
• Think of your current situation/location--what might happen if the current guidelines were removed? What are some of the social norms of this space? How might you change them?

Choose an Offline Community and an Online Community and Brainstorm the norms associated with each group. Put the two lists on the board for you and your students to discuss and compare.

Sample Offline Communities:

• Park • Mall • Football game. Church. Classroom

Sample Online Communities:

•Multiplayer online games like Runescape or World of Warcraft • Social networks, like Facebook or MySpace • Fan communities, like FictionAlley.org

Questions to prompt your students could include:

• What kinds of things help you feel like you are in a safe space?
• What are the different ways of participating in online communities compared to offline communities?
• Not everybody participates in the same ways in online communities. What are some different ways to participate? These can be positive or negative (think active nonparticipation, such as: How does a casual observer participate?).

Share with students Will Wright's pyramid of participation when posing this question. Will Wright is a game designer who helped to develop such popular titles as The Sims, SimCity, and Spore. His games rely heavily on the participation of their players. This pyramid illustrates a number of key principles about participatory culture:

1. Participants make different kinds of contributions, with the most labor-intensive activities performed by a much smaller subset of the community than those activities that require more casual commitments;

2. The contributions of participants build upon one another. People who download content, for example, are depending on those who produce or distribute that content, and those who produce the content are hoping to have a receptive audience for the things they make--and are relying on toolmakers to give them the affordances they need to be able to make the content they want. Wright's pyramid thus allows us to talk about what each member contributes and what each member draws from a participatory culture.

When we think about "ethical participation," we often talk about the "public good"--ways to participate that benefit the community as a whole. What are some types of participation that fit the public-good model of participation? For example: How does tagging a media clip relate to participation? NOTE: Consider sharing with students NML's Learning Library challenge "An Introduction to Tagging"

In speaking of ethical issues in this casebook, we refer particularly to the responsibilities and obligations that accompany specific roles in society--for example, the roles of worker, citizen, and participant in a real or virtual community. Going beyond neighborhood morality, which involves the ways in which persons deal with those in their immediate vicinity, an ethical stance entails the capacity to think abstractly; and going beyond the assertion of rights, an ethical stance foregrounds those responsibilities that one should assume, even when--indeed, especially when--they go against one's own self interest.

Are there ways to participate in this community that support others' participation? What types of participation hinder this goal?

How would the exchange teacher in "Room 222" fair in the different spaces you've brainstormed?

Now compare the different spaces you've listed:

• Can you act the same way in each space? What would happen if you did?
• How do you account for the differences in expectations of participation in these two communities?

Activity #1: Analysis of Guidelines

Introduction: The goal of this activity is to begin considering guidelines for your class by assessing existing guidelines for participation created by other groups. Students will consider examples from both offline and online communities, exploring similarities and differences, and discuss the extent to which guidelines should differ in online versus offline environments.

Assessing guidelines created and used by other groups is a good start, but every social group is different and therefore it is best to establish your own set of guidelines that work for your group's values and goals.

For further reasoning on this, read the attached Case Study: Ning--Community of Readers with your students. Ning is an innovative and easy-to-use technology platform for people to join and create new social networks for their interests and passions and meet new people around the things they care about most in their life. Ning--Community of Readers is a Ning social network established by Project New Media Literacies to pilot test the Teachers' Strategy Guide: Reading in a Participatory Culture.

Share the attached guidelines and analyze the similarities and differences between the guidelines used by an after-school program and guidelines created for an online community.

Questions to prompt your students could include:

• Comparing the two sets of guidelines, are there things you don't like? And if so, how might you want your guidelines to be different?
• Why can't offline guidelines be used for online spaces?
• What differences do you see between the offline guidelines and the online guidelines? What sorts of things appear in the online guidelines that aren't a part of offline guidelines?
• Are there characteristics of online spaces that require developing new norms and guidelines? What sorts of things happen in online communities that require creating new guidelines and norms?
• Besides the two sets of guidelines provided, can you think of other guidelines (whether offline or online) that might be good to add to this list?

Activity #2: Ombudsman, Take it Away!

Introduction: The goal of this activity is to choose one of your students to be an ombudsman and, using the new media literacy, collective intelligence, to establish a set of norms and guidelines for your group's learning environment.

By choosing an ombudsman--someone who will act as mediator, help to resolve any conflicts and ensure that all voices in the group are heard--your group will develop its own set of guidelines for creating a safe learning environment for discussing sensitive issues raised by participation in online learning and play spaces . We each have different backgrounds, experiences and expertises to bring to the conversation. We each deserve to be heard. And we need a set of guidelines, which ensures that everyone will be able to say what's on their mind and not feel at risk from other students' responses.

This space does not have to have the "look and feel" of our normal class. It's a space for us to come together equally in order to discuss issues that are still being worked out by society and to try out some activities. We are going to use the new media literacy, collective intelligence, to pool our knowledge and choose and create new rituals and guidelines for how we will act when we are doing activities on ethics.

Instructions:

• Choose one of your students to be the first ombudsman--this person will facilitate today's class and ensure that everyone's voice is heard.
• Have the students collaboratively work to jot down norms that they would want in establishing this safe space.
• To ensure that everyone has a voice, encourage students to write their ideas on paper anonymously and put them into a suggestion box. There is no limit on how many suggestions you can put into the box.
• After all suggestions are in, have the ombudsman make a list of norms by reading through all suggestions in the box. By designating a student as the ombudsman, the teacher/facilitator becomes a participant in the activity and helps to set in motion a new set of norms for how the teacher/facilitator and students will interact during the ethics exercises.
• Have the ombudsman moderate a discussion on defining a list of guidelines to support establishing the norms requested by the group.
• Through a voting session, have the ombudsman narrow down the list of guidelines to no fewer than three and no more than five. Conduct the voting with a show of hands. Students can raise their hands five times. The ombudsman needs to add up the total on each vote and determine which on the list rise to the top as the most important.
• The ombudsman should write the final list on the board to get initial reactions/feedback from the group.

NOTE: In the dynamic we hope to see played out in these lessons, the expertise of both teachers/facilitators and students are "co-configured," meaning you and your students have different expertise to share when reflecting on digital media practices. We hope you work to hear one another's voices and opinions without bias. Encourage your group to return to this opening activity anytime they feel that new classroom norms have developed or that old norms have changed so that your classroom's list of Guidelines can be updated accordingly.

Concluding Takeaways

This lesson is designed to introduce ways of thinking about the need for establishing norms and guidelines that will facilitate a safe space where everyone feels comfortable discussing the sensitive issues that arise when adding digital realms to the everyday world. Because the focus of this casebook is digital media and ethics, it is possible that students will have had experiences that teachers have not themselves encountered. Allowing facilitation by students designated as ombudsman provides a space in which teachers and students bring their different perspectives and expertise to the table. The guidelines help to establish norms that support all players in the classroom to dynamically learn from one another.

Assessment

Through participation in class activities and discussions and/or answers to optional assessment questions, students should demonstrate they can:

• Identify the norms and guidelines for responsible participation that exist in various communities, both offline and online
• Name distinct features of online communities that may affect the norms and guidelines needed for responsible participation
• Recognize the importance of creating norms and guidelines to facilitate responsible participation in online communities

Assessment Questions (Optional)

• Think of a group--either online or offline--you belong to (or used to belong to) that is either particularly good or particularly bad at encouraging responsible participation. Explain the norms and guidelines of the group (if they exist) and how they affect the way people participate in the group.
• Think of an online community/context in which you participate. What are the norms and guidelines for participation? How are they similar to and different from the offline communities/contexts in which you participate?

PARTICIPATION: OUR SPACE, OUR GUIDELINES

Recommended Guidelines

• Respect--Give undivided attention to the person who has the floor (permission to speak).
• Confidentiality--What we share in this group will remain in this group.
• Openness--We will be as open and honest as possible without disclosing others' (families', neighbors', or friends') personal or private issues. It is okay to discuss situations, but we won't use names or other identifiers. For example, we won't say, "My older brother ..." Instead, we will say, "I know someone who ..."
• Right to pass--It is always okay to pass (meaning "I'd rather not" or "I don't want to answer").
• Nonjudgmental approach--We can disagree with another person's point of view withoutputting that person down.
• Taking care to claim our opinions--We will speak our opinions using the first person and avoid using "you." For example, " I think that kindness is important." Not, " You are just mean."
• Sensitivity to diversity--We will remember that people in the group may differ in cultural background, sexual orientation, and/or gender identity or gender expression, and will be careful about making insensitive or careless remarks.
• Anonymity--It is okay to ask any question by using the suggestion box. Acceptance--It is okay to feel uncomfortable; adults feel uncomfortable, too, when they talk about sensitive and personal topics, such as sexuality.
• Have a good time--It is okay to have a good time. Creating a safe space is about coming together as a community, being mutually supportive, and enjoying each other's qualities.

Adapted from Guide to Implementing TAP: A Peer Education Program to Prevent HIV and STI (2nd edition), © 2002, Advocates for Youth, Washington, DC.

World of Warcraft (WoW) Guidelines

This is an excerpt taken from the WoW Guidelines to illustrate guidelines for an online community. For the full set of guidelines.

Welcome to the World of Warcraft discussion forums! These forums are here to provide you with a friendly environment where you can discuss ideas, give game play advice, role-play, and converse about any other aspects of World of Warcraft with other players. Community forums are at their best when participants treat their fellow posters with respect and courtesy. Therefore, we ask that you conduct yourself in a civilized manner when participating in these forums.

The guidelines listed below explain what behavior is expected of you and what behavior you can expect from other community members. Note that the following guidelines are not exhaustive, and may not address all manner of offensive behavior. Your access to these forums is a "privilege," and not a "right."

Racial/Ethnic

This category includes both clear and masked language and/or links to websites containing such language or images that

• Promote racial/ethnic hatred
• Are recognized as a racial/ethnic slur
• Allude to a symbol of racial/ethnic hatred

If a player is found to have participated in such actions, he/she will:

• Be temporarily banned from the World of Warcraft forums
• Be given a final warning; any further Code of Conduct violations may result in permanent ban from the forums

Real-Life Threats

This category includes both clear and masked language and/or links to websites containing such language or images that:

• Refer to violence in any capacity that is not directly related to the game world

If a player is found to have participated in such actions, he/she will:

• Be temporarily banned from the World of Warcraft forums
• Be given a final warning; any further Code of Conduct violations may result in a permanent ban from the forums

Distribution of Real-Life Personal Information

This category includes:

• Releasing any real-life information about other players or Blizzard Entertainment employees

If a player is found to have participated in such actions, he/she will:

• Be permanently banned from the World of Warcraft forums

Posting Cheats, Hacks, Trojan Horses, or Malicious Programs

This category includes:

• Posting links to cheats, hacks, or malicious viruses / programs

If a player is found to have participated in such actions, he/she will:

• Be permanently banned from the World of Warcraft forums

Inappropriate language

This category includes both clear and masked language and/or links to websites containing such language or images that:

• Are a mildly inappropriate reference to human anatomy or bodily functions
• Are otherwise considered objectionable
• Bypass the Mature Language filter

If a player is found to have participated in such actions, he/she will:

• be given a temporary ban from the World of Warcraft forums, depending upon severity

Harassing or Defamatory

This category includes both clear and masked language and/or links to websites containing such language or images that:

• Insultingly refer to other characters, players, Blizzard employees, or groups of people
• Result in ongoing harassment to other characters, players, Blizzard employees, or groups of people

If a player is found to have participated in such actions, he/she will:

• Be given a temporary ban from the World of Warcraft forums, depending upon severity

Harassment takes many forms, and is not necessarily limited to the type of language used, but the intent. Repeatedly targeting a specific player with harassment can lead to more severe action. The idea behind this is to prevent any one player from consistently being uncomfortable in the World of Warcraft forums.

Major Religions or Religious Figures

This category includes both clear and masked language and/or links to websites containing such language or images that:

• Negatively portray major religions or religious figures

If a player is found to have participated in such actions, he/she will:

• Be given a temporary ban from the World of Warcraft forums, depending upon severity

Spamming and Trolling

This category includes:

• Excessively communicating the same phrase, similar phrases, or pure gibberish Creating threads for the sole purpose of causing unrest on the forums
• Causing disturbances in forum threads, such as picking fights, making off-topic posts that ruin the thread, insulting other posters
• Making non-constructive posts
• Abusing the Reported Post feature by sending false alarms or nonsensical messages

If a player is found to have been spamming or trolling, he/she will:

• Be given a temporary or permanent ban from the World of Warcraft forums, depending upon severity

The bottom line is that we want World of Warcraft to be a fun and safe environment for all players. World of Warcraft is a Massively Multiplayer Online Role-Playing Game, and the key words are "Massively Multiplayer." In playing this game and posting on its forums, you will encounter thousands of other players who share different experiences and come from vastly different backgrounds. While certain language and images may not be offensive to you, consider the fact that that same language and images may have a completely different effect on someone else. We've done everything we can to make this

Ning Community of Readers: Example Case

A conversation with Aurora High School teacher, Rebecca Rupert, discussing her and her students' process for developing community guidelines.

Rebecca Rupert writes:

We started with the following guidelines that were written by teacher Ann Smith from Arapahoe, Colorado.

In your discussion, be sure:

1. Your posts (or comments) are well written. This includes not only good content, but--because these are school-related--also follows writing conventions including spelling, grammar, and punctuation.

2. Your posts (or comments) are responsive. They respond to other people's ideas--whether it is a post by a teacher, a comment by a student, or an idea elsewhere on the Internet. The power of online communication tools is in their connectedness--they are connected to a larger community of ideas. Participate in that community.

3. Your posts (or comments) include textual references to support your opinions. Adding quotes or links to other works strengthens your response.

4. You participate frequently. To be part of the dialogue, you have to participate fully and consistently.

5. You are respectful of others. It's okay to disagree; it's not okay to be disagreeable. Be respectful of others and their opinions, and be civil when you disagree.

She used the guidelines for students as they participated in a Socratic seminar blogging session. She notes, "I first used the guidelines for an online chat with my students, and it became immediately clear that students were not following any of them (it was a disaster), so we spent time looking closely at each guideline, re-writing them, and adding them to the list. We came up with our own set of guidelines, and they were posted in the room for a time. As I remember, my students' guidelines were very similar, just written in different language.

OurSpace: Being a Responsible Citizen of the Digital World (Part One)

Our Space: Being a Responsible Citizen of the Digital World is a set of curricular materials designed to encourage high school students to reflect on the ethical dimensions of their participation in new media environments. Through role-playing activities and reflective exercises, students are asked to consider the ethical responsibilities of other people, and whether and how they behave ethically themselves online. These issues are raised in relation to five core themes that are highly relevant online: identity, privacy, authorship and ownership, credibility, and participation. The casebook is available for free online and you can access it here, on the Project New Media Literacies team website, among other places. Our Space was co-developed by Project New Media Literacies (established at MIT and now housed at University of Southern California Annenberg School for Communications and Journalism) and The GoodPlay Project (Harvard Graduate School of Education). The Our Space collaboration grew out of a shared interest in fostering ethical thinking, and conduct, among young people when they exercise their new media skills. We recently released the finished product to the world, after many years of hashing through these complex issues together, and we are eager to get response from other educators who are interested in applying some of these activities in their own contexts. Today, I am going to share my own reflections about the project, which are part of a joint afterword which I wrote in conversation with Howard Gardner, the leader of the GoodPlay project. You can read that full exchange here. Next time, I will share one of our initial activities --- "Our Space, Our Guidelines" -- which is intended to help teachers develop a safe space through which students can engage in conversations about ethical issues.

Excerpt from How We Got Here:

Peter, a typical American teenager, lives in a major metropolitan area in North America. The product of a broken home, he currently is under the supervision of his aunt and uncle. Peter considers himself to be a master of the Web, able to move rapidly from site to site and applying his emerging skills to promote social justice. Peter has engaged with typical identity play, adopting a flamboyant alter ego, an avatar that allows him to do and say things he would be hesitant to do otherwise. Peter belongs to a social network with kids from a nearby private academy who share his perception of being different from others around them. Peter uses Flickr to publish his photographs, some of which have been published professionally by the local newspaper under a Creative Commons attribution; the editor has been so impressed by Peter's work that he now lets him work freelance. Peter often interacts with adults who share his geeky interests online. Peter uses his computer to monitor suspicious activities in his community and is able to use a range of mobile technologies to respond anytime, anywhere to issues that concern him. He uses Twitter to maintain constant contact with his girlfriend, Mary Jane, who often has to stay after school to rehearse for drama productions.

Peter and his other friends are part of a generation that has embraced the expanded capacities of new media to more actively participate in their society. Peter doesn't like to consider himself a hero, but he has made a difference in the lives of the people around him. Indeed, Peter's Uncle Ben has told him that he enjoys the kind of power and knowledge that previous generations could only imagine but warns him that "with great power comes great responsibility." Peter knows less than he thinks he does, but more than the adults around him realize. While he makes mistakes, some of them costly, he is generally ready to confront the responsibilities thrust upon him by his circumstances.

Alert readers will have already recognized that Peter Parker is the protagonist of Marvel comics long- standing Spider-Man franchise. I've treated his story as if it were a case study from our research to make a point. Most of us already accept the idea--at least through fiction--that young people might be able to assume greater responsibilities than previous generations, that they might learn ways to use their emerging "powers" responsibly and ethically, and that the value of doing so may outweigh the risks or challenges. Within the pages of a comic book, things, such as identity play, which sometimes worry adults, are much more normative, much as they are for the young people who have grown up defining their identities in relation to the online world. And there, we come to accept the value of young people "geeking out," rehearsing and deploying their skills within communities defined more through their shared interests than through fixed relations between adults and youth, and we come to recognize that young people may take on their own "missions" that motivate their learning and shape their understanding of their place in society.

The Spider-Man comics even allow us to see Peter and his friends at Xavier Academy (The X-Men) make and learn from mistakes, often as part of a supportive social network which is there to pick up the pieces and offer valuable advice on the next steps in their personal journey. And it's a good thing that the Avengers, the predominantly adult organization of superheroes to which Spider-Man belongs, are not age-conscious, since one longtime member, Thor, is a five-hundred-plus-year-old immortal god and compared to him, all of us are "immature." Many of us grew up reading such stories, though we often forget them when we are confronting the messy business of helping adolescents acquire and master adult responsibilities.

For me, this project started with the recognition that there was a whole generation of youth who, like Peter, are deploying new media technologies and the processes associated with them to develop a clearer understanding of themselves and their place in the world. Many of these youth are becoming media makers, expressing their emerging understanding of the world through fan fiction, game mods, mp3 downloads, websites, YouTube videos, social-network profiles, Flickr photographs, and a wealth of other grassroots production practices. As they do so, some, though not all of them, are stepping into the support systems around what we call participatory culture. They are using these technologies to construct their identities, to make sense of their social networks, and to gain respect from adults who share their goals and backgrounds. Some of them are joining online communities that, at their best, meet their needs, but in other cases, fail them. Despite a tendency to talk of "digital natives," these young people are not born understanding how to navigate cyberspace and they don't always know the right thing to do as they confront situations that were not part of the childhood worlds of their parents or educators. Yes, they have acquired great power, yet they--and the adults around them--don't know how to exercise responsibility in this unfamiliar environment.

Those of us on the Project New Media Literacies (NML) team felt that it was too easy to talk about "media effects," as if these young people were simply victims of these new technologies, or to identify risks without recognizing the many potential benefits of teens' online lives. As a society, we have spent too much time focused on what media are doing to young people and not enough time asking what young people are doing with media. We need to embrace an approach based on media ethics, one that empowers young people to take greater responsibility for their own actions and holds them accountable for the choices they make as media producers or as members of online communities....

The pronouns surrounding these digital practices suggest an uncertainty about the balance between individual and collective experience in the online world. Consider, for example, the "you" in YouTube. In English, "you" can be both singular and multiple, blurring distinctions that are carved into other languages. So when we talk about YouTube, do we see it as a space of personal or individualized expression, or do we see it as a space for shared, networked communications? What about the "my" in Myspace, given the fact that our personal sites are simply portals into a much more fully integrated social network that links us, directly or indirectly, to every other user of the site? We've chosen to call this guide "Our Space" to emphasize the social dimensions of participatory culture: "Our" suggests a shared ownership and responsibility over what happens in the online world. Ideally, transforming the pronoun here encourages us to recognize that our individual choices have social consequences, that what we do online may impact others, and as such, online sites should be sites of ethical reflection....

Our conversations with the GoodPlay Project have been generative for all involved, bringing a much broader array of experiences and expertise to the table than either team could have mustered on its own. Howard and I came to this project with different disciplinary backgrounds, different intellectual commitments, and different experiences with digital media and popular culture. These differences were reflected as well in the graduate students and researchers who worked on our respective teams. We have not always agreed and, indeed, we've sometimes had heated disagreements. Bringing these teams together has meant that in any given conversation, there was a healthy skepticism displayed towards all claims, allowing for a finished product that reflects both the risks and the benefits of the online world, explores both the decisions of individual agents and their larger socio-cultural context, balances traditional and emerging pedagogical practices, and can be deployed in a school that has one laptop per child and one that has no laptops at all. We hope that educators will not simply embrace those materials that match their preconceptions but rather will integrate the disagreements and debates around new media into their pedagogy. None of us know where all of this is going, so it is far too soon to adopt fixed positions.

Not every activity proposed here will work in every educational context. We are trusting educators to make their own decisions about which activities to deploy and how to adapt them or adjust them to local particulars. But we hope that educators will seek the same balanced perspective that has emerged through our multi-year conversations together--not giving themselves over to fear of the new media landscape, but always taking a skeptical, though not cynical, perspective....

While the activities we've developed often expose students and their teachers to new tools and technologies, our real emphasis is on helping all involved to explore some of the emerging cultural practices that have grown up around new media platforms. Even those students who have rich and remarkable online lives may be too narrow in their exploration of the online world, while we imagine that future generations will need to acquire skills in navigating and negotiating across multiple communities, each with its own norms, practices, and traditions, and each posing its own standards and expectations. At the same time, because our emphasis is on skills and competencies, rather than on technologies, we have sought low-tech activities that might help those who have limited digital access to acquire habits of mind that will enable a fuller transition into cyberspace when and if the opportunity presents itself. Many of the skills we identify are not new; many have long been part of the educational process; but they have acquired new importance and new meaning in response to shifts in our information infrastructure.

These emerging skills are unevenly distributed across the culture, making it difficult to create a "one- size-fits-all" intervention that will serve the needs of these diverse constituencies. NML, thus, has developed a more modular approach: one that provides scaffolding for new teachers and inexperienced students but also serves the needs of more experienced participants. We see educators as important partners who are themselves appropriating and remixing our content on the ground and often on the fly. We want teachers to apply their own knowledge and experience to flesh out our activities. As we've seen our materials brought into school and after-school programs, they are deployed most effectively when teachers trust young people to make meaningful choices and value their own insights. Wherever possible, we want our activities to be open-ended and flexible. And wherever possible, we want students and teachers to go to the actual sites where cultural change is occurring rather than simulating these practices in the classroom.

In my book Convergence Culture: Where Old and New Media Collide (Jenkins, 2006), I warn about some of the challenges of bringing participatory culture into formal education:

"It is not clear that the successes of affinity spaces can be duplicated by simply incorporating similar activities into the classroom. Schools impose a fixed leadership hierarchy (including very different roles for adults and teens).... Schools have less flexibility to support writers at different stages of their development. Even the most progressive schools set limits on what students can write compared to the freedom they enjoy on their own."

And indeed, NML's field testing of our materials has shown just how realistic many of these concerns are. The fixed power relations between students and teachers sometimes ensures the imparting of knowledge across the generations, but may also constrain youth from seeking meaningful advice about ethical dilemmas they encounter from adults around them. By comparison, young people and adults who share the same interests are meeting online, often collaborating on projects together, in ways that respect and value what each participant has to contribute. Teachers in the classroom struggle with how to preserve their own expertise without recognizing that young people also may know things that need to be brought to the table. Popular culture often embraces values at odds with those of the schoolhouse, and students and teachers need to negotiate a set of guidelines about appropriate or inappropriate use of those materials in the classroom.

In the digital age, classrooms are no longer isolated environments, cut off from the surrounding society, but rather nodes in a complex learning network. Our materials exploit the porousness of this new learning ecology, expanding the range of opportunities schools have historically offered their students, connecting learners to larger knowledge communities, and encouraging young people to voice their perspectives and share their creations with a larger public. As we prepare young people for a world that is more and more defined around collaboration and collective problem solving, we must help them acquire the social skills necessary to meaningfully contribute to a network of other learners. In a world where people who pool their knowledge and share their expertise can solve more complex problems than those working alone, we need to offer our students more difficult questions and give them an opportunity to confront them together.

Too often, educators are adopting positions that close off the exploration of the new media, rather than encouraging young people to acquire the skills needed to meaningfully participate, and fostering an ethical perspective that allows them to deploy their resources responsibly and safely. The activities included in this casebook adopt a different perspective, suggesting ways that teachers and young people might engage with Facebook and MySpace, Wikipedia, YouTube, Second Life and World of Warcraft. Without such training, young people are being left to deal with these new environments on their own. Some of them are being left out or left at risk as a consequence. Some teachers are advocating "just say no" to Wikipedia, for example, rather than helping young people understand the processes and norms through which Wikipedians evaluate and assess the reliability of information they are providing. Some schools are shutting out YouTube rather than helping young people to reflect on their roles as the

producers and distributors of media content. Some educational programs stress the rights of copyright holders but do not expose students to the fundamentals of fair use or to the emerging practices around Creative Commons licensing. And many adults worry about issues of personal privacy without understanding why young people might also place a value in sharing their personal experiences and insights within their extended social networks.

All of these, and many other issues, have been debated back and forth by the two teams in the course of developing this casebook. We know that different teachers will take different perspectives on these cultural, ideological, and pedagogical concerns. We've tried to design these materials in such a way that they can be taken in many different directions and still convey some fundamental ethical concepts that will help young people chart a meaningful course for themselves as media producers and members of online communities.

David Buckingham has suggested the value of approaching young people's use of technology in terms of their "beings" (respecting who and what they are now) rather than their "becomings" (seeing their present state as some stepping stone to their adult identities). While some of our activities confront the long-term consequences of their decisions, we also are trying to take seriously the activities that young people are already engaging with and the ethical issues they are already confronting in their day-to-day interactions with online communities.

We also know that young people are not the only ones who will be learning as they work through these units: Many adults still know little about these emerging social communities and cultural practices; most are uncertain about what parts of our existing ethical toolkit still apply in these unfamiliar situations. We hope that educators will use these materials to test and strengthen their own conceptual frameworks, remaining open to new possibilities, even as they hold tight to long-standing values and standards. As educators, we are obligated to act through reason and not out of fear; that responsibility requires us to continually ask questions of ourselves and of our students. We are teaching them not to be too trustful of the information they read on Wikipedia; perhaps we also should learn not to trust sensational news stories that provoke moral panic about young people's digital lives.

Like Spider-Man, you have been given both great power and great responsibility. What are you going to do with it?

A Virtual Bullpen?: How the USC Cinema School Has Embraced ARGs To Shape The Experience of Entering Students (Part One)

A few weeks ago, I was sent a pack of collector's cards -- with my picture on them! -- and asked to show up in the courtyard outside the USC Cinematic Arts facilities so that I could pass them out to students who showed up and said "convergence." I camped out and soon small clusters of students started showing up, enthusiastically saying "convergence" and waiting for me to hand them their tokens. Very quickly, I gave out of cards and for the most part, the students did not mind. In fact, a bunch of those who arrived later hung out and started a conversation, which kept growing until at its peek I had twenty or so undergraduates sitting all around me asking questions about transmedia storytelling, fan culture, new media literacies, spreadable media, and an astonishing array of other topics from my blog. This photograph was shot surreptitiously by Tracy Fullerton, one of my Cinema School colleagues, who was staking out a vantage point not far away.

All of this cloak and dagger stuff was part of an innovative game -- an Alternate Reality Game of sorts -- which is being conducted amongst the entering Cinema School undergraduates this year. If my own experiences are any indication, the game is proving to be enormously successful at getting students involved, excited about entering the Cinema School, more aware of its resources, more connected to its faculty, more engaged with its research, more connected across different divisions. It is also getting them involved in collaborative and production like activities than most entering students who have had to wait for a bit before they would be allowed to take production classes. I've seen lots of discussion over the past few years about the potentials of using ARGS for pedagogical purposes. But, this is the first time I've seen such a large scale experiment in integrating ARG activities across an entire school to orient entering students to a program and to serve a range of instructional goals. The passion the game is motivating in USC students is palpable. And I can tell you that many of the faculty, who have gotten pulled into the game through one play mechanic or another, are feeling a real pride in their school for its willingness to embrace this kind of experimentation and innovation.

I've wanted for some time to share with you some of the insights of the people most involved in this project -- Jeff Watson, Tracey Fullerton, and Simon Wiscombe, who wish to be identified here as the "co-designers/conspirators" behind the Game. In this interview, they tell us more about how the game came about, the design and teaching goals shaping it, the core mechanics, and the impact it has had on the school and especially this remarkable group of entering students. I have a feeling we are going to want to track its impact for the next four years to see what kind of difference it has made in their relations to each other and to the school.

The three of you have been co-conspirators in the development of an alternate reality game which has captured the passions and interests of the incoming students at the USC School of Cinematic Arts this fall. Can you give us some background on the project? What got it started?

Tracy Fullerton: The project actually came out of a committee established by the dean of the School of Cinematic Arts (SCA) in 2009 after a full faculty retreat. The charge for that committee was to envision the future of the SCA, and one of the key initiatives was to establish a "gateway experience" for incoming students that introduced them to the changing media landscape, the history and future of the school, the possibilities that can emerge from the SCA network of current and past students, and the importance of bridging the divisions of the school while they are here, both socially and academically.

The gateway course was envisioned as introducing a new kind of social networking for SCA students, both on and offline, that would become critical to their involvement in courses and with each other. As the class developed, it became clear that a game layer would be a perfect way to achieve all of the goals set out by the committee without falling victim to the general survey or lecture class tradition we wanted to move beyond. So, while the curriculum for the gateway class and the game aren't "officially" linked, they are intertwined in vision and purpose and serve to bring students from all divisions together in multiple ways that will purposefully drive the social dynamics and the cross-media collaboration.

From its inception, the gateway class was envisioned as having a companion social network, which linked to a digital library of information about media history and theory and SCA's past and future. The design of the card game, with its "high touch" in-person mechanics, is just the beginning of implementing that vision. On each card, history and theory are linked to practice with a piece of knowledge on one side and a prompt to creative practice on the other. This bridge between theory and practice, like the ones we hope to forge between divisions here, is a critical statement at the heart of the game.

Jeff Watson: As an iMAP PhD student, finding ways to bring together theory and practice is central to my doctoral research. Over the past couple of years, I had been looking for a dissertation project that would enable me to put into practice my research into transmedia interaction design and alternate reality games. I wanted this project to be something that played out in the real world and had a tangible and measurable impact. I didn't want it to be a demo or a proof of concept. I wanted to play with real stakes, real players, and real outcomes. I wanted the project to be able to fail if it wasn't designed properly. So when Holly Willis, the chair of the Future Committee, came to me with the mandates that Tracy just outlined and asked if I would be able to come up with a pitch for an ARG that could be played by all the incoming students of the SCA, I jumped at the chance. This was a real design challenge that touched on all the corners of my research, from participatory culture to social and mobile media to interventionist art practice.

What were the core learning goals for the design and deployment of this game?

Tracy Fullerton: The core learning goals for the game are all around fostering the kind of complex skills that are sometimes called 21st century skills. Of course, these skills, such as team-building, collaboration, creativity, critical thinking, problem solving and innovation, are not unique to the 21st century and they have been at the heart of the curriculum here at SCA for a very long time. The difference here is activating students right from the start of their SCA experience with the knowledge that these skills are critical building blocks to their success as media makers, and also that the development and improvement of these skills is something they need to take responsibility for themselves from day one.

The game wraps these learning goals into a kind of induction into the SCA culture of networking and support which is something students certainly leave USC with, but we wanted to use the game to start surfacing these ideas for them earlier in their development.

Jeff Watson: When we first met to brainstorm what we wanted students to be able to discover through this game, we filled up a 16 foot whiteboard and still felt like we hadn't scratched the surface. On top of the kinds of building block skills Tracy just mentioned, faculty members from each division of the SCA had very granular lists of the kinds of things that they felt Cinematic Arts students should be aware of as they commence their tenure as undergraduates. Writing professors wanted the game to encourage the exploration of character and story; production faculty wanted to make sure all students acquired basic knowledge about cameras, editing, and safety; critical studies pushed for more opportunities for analysis, historical contextualization, and reflection; animation wanted to make sure their students would have more ways to connect with students from other divisions; and interactive media pushed for a deeper integration of notions of iterative design and systems thinking. At the end of the meeting, I took a picture of the whiteboard with my iPhone. It was a crazy tangled bird's nest of inspiration.

To make sense of it all, we took the mass of ideas generated during that whiteboard session and started looking for connective tissue. We noticed that all the learning goals we had brainstormed fell into one of three broad categories, which we ended up calling Literacy, Craft, and Social. Literacy goals were those that pertained to knowledge of all kinds: from highly local lore about the school and its resources, to basic understandings about the history and theory of media-making. Craft goals were those that had anything to do with the act of making -- from writing prose to shooting video to designing board games. Finally, Social goals were all those that related to the discovery of and connection with peers, alumni, faculty, and the broader community. Since the "content" of each of these categories of learning was agnostic with respect to the various divisions of the SCA, the first challenge of breaking down divisional/disciplinary boundaries had been met. The question became how to make a game that would motivate players to traverse the networks of Literacy, Craft, and Social goals that we had identified for inclusion. This became the starting point for our prototyping.

Can you describe some of the basic mechanics of the game?

Simon Wiscombe: The game is, at its core, a project creation game. When players elect to join, they're given a pack of cards containing green "maker" cards (e.g. "30 second short," "Board Game," etc.), pink "property" cards (e.g. "About love", "In the SCA Courtyard", etc.), and one orange "people" card (which contains the name of one first year undergrad in the USC film school). These cards can be combined together or with other players' cards to make a "Deal," the simplest of which is composed of one maker card and one property card -- although an almost unlimited number of property cards can be attached so long as there are enough connectors. After laying out a Deal, players go out and actually create it (i.e. "A 30 second short about love in the SCA courtyard"). They then submit it to the site, and justify it in the game office -- at which point it's uploaded, they get points for the Deal, and everyone in the game can see it.

Jeff Watson: This whole process is outlined with pictures and video on the game website . Since it's such a highly visual interactive experience, readers who want to get a good sense of how it feels to play should head over there and check out the intro materials.

Simon Wiscombe: Yes, visit the website -- it explains everything and also showcases the amazing work the players have created so far.

What relationship does this game have with other alternate reality games which have been used for entertainment or training purposes in the past?

Jeff Watson: The "meat" of this game is structured creative improvisation. As Simon has described, the core interaction here involves players trading, sharing, and combining collectible playing cards in order to generate creative prompts known as "Deals". Responding to these prompts by submitting completed artifacts results in advancement on the game's various leaderboards, unlocking special game content. This special content constitutes what might be called the "sauce" on the meat of the game.

This "sauce" is the closest we get to "traditional" alternate reality game content. For example, toward the end of the second week of gameplay, we sent clues to several players who were leading in key Deal-making categories. The clues provided the players with a time and a location and nothing else. Bravely enough, the students showed up. Once there, they were greeted by a formally-attired Oud player. Accompanied by the Oudist, the players were transported without explanation to the Museum of Jurassic Technology. Once in the museum, the players encountered two alums of the SCA, Jenova Chen and Kellee Santiago (designers of critically-acclaimed games such as Flow, Flower, and Journey), who were wandering around in the darkness wearing sequined masquerade masks. Upon discovering them, the players were presented with a special game power which enabled them to score additional points on subsequent Deals, and were then treated to 90 minutes of informal discussion about game design, art, and media making.

In short, our approach uses a rule-based play system (the card game) to drive the bulk of the experience, and employs more traditional ARG techniques around the edges, as rewards and tonal elements. This approach is in many ways a practical implementation of the ideas and critiques I presented last year on your blog in my essay, "ARG 2.0". In most "traditional" ARGs, our "sauce" is the full meal. The player experience in such games unfolds around a kind of scavenger hunt activity wherein game runners moderate and manage player communities as they plow through a sequence of puzzles, curated action prompts, and side-quests.

While this logistically-complex structure is appropriate for certain team-building and talent sourcing applications, we wanted to make something that would have the capacity to perpetuate itself without relying on the constant generation of puzzle and narrative content by game runners. More importantly, we wanted our game to emphasize an active engagement with media-making: while scavenger hunts might help to build social bonds and search/analysis skills, we felt that they are inherently about solving puzzles or responding to prompts created by someone else -- and as such are a kind of consumption-oriented form of play. We wanted to make this game about the players' creativity, not ours.

Designing Woman: An Interview with Anne Balsamo (Part Two)

You worked at Xerox PARC, which, as you note, has become a mythic locale in the early history of digital technology. What do you think the current myths about Xerox PARC get right and what do they misunderstand?

Among the many lessons I learned during my time working at Xerox PARC is the understanding that the future is created first in the imagination, and then is enacted through the many activities of the research laboratory (among other places). Contrary to the old adage--that the best way to predict the future is to invent it--what I came to appreciate is the important role of narrative in creating an imaginary relationship between the FUTURE and the present. The first act of innovation is an act of story-making--which involves the spinning of a narrative that features technologies, materials, beliefs about "needs" and "opportunities," and is performed by researchers who (as in the case of Xerox PARC) are employed in the business of innovation. I'm not sure how that matches with the cultural work of Xerox PARC today--the scene has changed in the decade since I left. But I suspect that the researchers there are still eagerly engaged in the cultural processes--and performance--of innovation.

You argue that technologists should "pay attention to the technological literacy of the intended users off the technology-under-development." What advice can you offer to technologists about the best way to "pay attention"? What are the "ethical responsibilities" of technologists in regard to those who will be left behind if their tools and platforms are more widely adopted?

My approach to the topic of "paying attention" is grounded in the theory of "strong objectivity" developed by the philosopher of science, Sandra Harding. This argument is best situated within the debates about objectivity, scientism, and relativism of the late 1990s that were spurred by important work in critical feminist science studies. Harding argues that we need NOT to abandon ideals of "scientific objectivity"--as some feminists might have than been accused of advocating--but rather we need to be more RIGOROUSLY objective in understanding that reality is multidimensional; and that science, to be a truly objective explanatory enterprise needs to engage the minds and points of view of people who have been trained (socialized) to see the matter of the world from different perspectives.

Perhaps the key issue here is that what we are to "pay attention to" is multidimensional; thus the ethical responsibility of any technologist is to actively seek to see the world through different eyes, and not to assume that the point of view that one embodies is privileged as the only "point of view." Haraway calls this the "god trick." The ethical response is to understand how one's perspective is always partial, and to seek out other points of view (as it were) when developing or experimenting with the creation of new technologies.

I don't see the issue as one about people who will be "left behind"--because I understand that technologies are not simply objects, but rather a whole technocultural formation. Everyone lives in a current technological cultural moment that is constantly unfolding; an individual's position within that technocultural formation is what we really need to address when we think about "access to technology." No one is actually "left behind" in a cultural formation; they are differently positioned, constrained, enabled, empowered, with different (and often unequal) access to resources such as tools, knowledge, economic goods. I would argue that issues that are framed in terms of "people left behind" do not reflect a complex understanding about the nature of technoculture and cultural reproduction. To frame this question in this way presupposes an answer that puts the emphasis solely on "access to technology." Yet we know that simply providing access--dumping computers into classrooms for example--doesn't work to address the broader issues of inequality in power, economic resources, and intellectual support. Its time to start thinking more complexly about strategies for rearticulating dominant technocultural formations to allow for more liberatory and equal participation.

What is Literacy? from Anne Balsamo on Vimeo.

What does your book's focus on "design" contribute to the larger conversation around New Media Literacies and Digital Learning which has been sparked by the recent interventions of the MacArthur Foundation?

As I elaborated in the book, I make explicit the connections between the processes of design thinking and the skills and sensibilities that you list as key 21st century literacies. I argue that we need to teach designing practices across the curriculum; I support the notion that "design is a new liberal art." The issue of designing (design thinking, critical design skills) emerges as an important topic as we come to appreciate the many ways in which young people use new digital technologies to create and participate in innovative learning experiences. As they are called to be "designers/authors" of their own learning experiences, they will be well served (I assert) by learning also important design methods and critical frameworks for the analysis of their designed efforts.

The central premise of the book is that the work of design is one of the most important sites of cultural reproduction in a digital age. When I turn my attention to the designing/authoring efforts of students, I understand that even when these students think they are making it all up for the first time, they are actually engaged in the process of reproducing cultural understandings that came before them, and setting up the conditions for the reproduction of these understandings in the future. Thus for me to teach design also requires the teaching of ethics and the training of the historical imagination....both of these concepts are less fashionable to speak of these days

DML efforts might cast these concerns as "civic engagement" or as topics for "learning games." While there is nothing wrong with that approach--who could argue against "civic engagement" as an important topic for contemporary new media and digital learning--as I elaborate in the book I believe that there are additional insights to glean from discussions about ethics and about history in the context of understanding the praxis of designing and the reproduction of culture.

Given your discussion throughout about the need to reimagine the book, I am curious about the process which led you to develop Designing Culture as a print based book with digital extensions. What do you see each medium contributing to our experience of the whole?

The book and the digital projects were designed/authored simultaneously; but at any point, one creative project would take precedence over the others. This is because I'm not really good about multitasking at the broadest levels. It is also because the knowledge making process that is invoked during the course of creating digital media applications is different for me than the knowledge making process that emerges through the act of writing/authoring.

I wrote the book, as I explained in the conclusion, for personal, professional, and theoretical reasons. One of the most salient theoretical reasons is that the book is well suited to one of the most critical, but most commonly overlooked stages of designing: the stage when the designer returns to the design effort (and outputs) to critically assess the lessons learned and the cultural impact of the project. This stage of self-reflexive assessment is not easily accommodated in digital media genres of the museum exhibit, videos, interactive applications, and such.

The technological form of the printed book allows for the theoretical elaboration of abstract concepts and of self-reflexive accounts of designing practice. The book I wrote was neither a factual account of a series of moments long past, nor was it a simply a work of speculative design fiction. It was an authored account that was both factual and fictional; that was highly determined by my own biography and set of theoretical commitments, but not able to be reduced to either biography or theory.

If we return to C. Wright Mills notion of the "sociological imagination" we will hear him call for this kind of disposition--the sociological imagination for him was the capacity to make the connections between one's own personal biographies and the broader social and institutional forces and formations that invariably shape those biographies. This is the deep theoretical tradition I was trained in as a cultural theorist: to seek to make connections between my personal investments and biographical moments and the broader technocultural formation that I participate in as a subject/author and that I am "subjected to" through the work of ideology and other shaping forces.

Moreover, the DESIGNING CULTURE project is an example of the technological imagination at work in that the project manifested across a range of media technologies: where each part of the project was realized and expressed in the modality that was best deployed for my particular authorial objectives. Here I borrow Mill's insight to suggest that the technological imagination is the disposition that allows one to make the connections among technological forms and more personal/authorial objectives. Other people might call this paying attention to the "media specificity" of different modalities of cultural expression. Indeed that is what a good story teller always does: chose the best medium for addressing the desired audience that is matched with the story one wants to tell.

You are part of the leadership of the Annenberg Innovation Lab. What opportunities does the Lab offer you to push your concepts to the next level?

My work with the Annenberg Innovation Lab is very exciting for me because it offers an opportunity to collaborate with other people on the project of technological innovation that begins by taking culture seriously. This is the challenge that is laid out in the book: it is time to treat culture as a serious concept in our discussions, learning activities, design projects, and technological inventions.

Jonathan Taplin, Director of the Annenberg Innovation Lab, invokes the mantra for the lab as such: Every day culture eats strategy for lunch. This assertion resonates strongly with the main thesis of the Designing Culture project and sets the stage for a whole range of interesting experiments in the design of innovative technologies and the exercise of the technological imagination.

Anne Balsamo holds joint appointments in the Annenberg School of Communication and the Interactive Media Division of the School of Cinematic Arts. Her interest in the relationship between technology and culture informs her work as a scholar, teacher, researcher, entrepreneur, and new media designer. She is the recipient of a recent grant from the National Endowment for the Humanities to create an interactive tangible interface for the AIDS Memorial Quilt. In 2008 she received a grant from the MacArthur Foundation to study the future of museums and libraries in a digital age. Her next project investigates tinkering as a mode of knowledge production in a digital age. Her on-going research-design projects focus on the role of public interactives as a stage for technology transfer from sites of innovation (university labs and research centers) to the general public.

How Can We Understand Code as a "Critical Artifact"?: USC's Mark Marino on Critical Code Studies (Part Two)


What do you see as the relationship between critical code studies and platform studies as approaches to understanding digital artifacts?

These approaches are tightly intertwined. On the one hand, you can talk about code independent of platform. That happens in computer science classes all the time. However, if you take the example of a forthcoming book project, you will see how platform plays a key role or rather how the code can point to an understanding of the platform. Over the past year, I have been working on a book under contract with MIT to analyze a single line of code, 10 PRINT CHR$(205.5+RND(1)); : GOTO 10. This line of code generates an image that resembles a maze. I should say, rather, that the code generates this image when executed on a Commodore 64 because in addition to using BASIC, which came installed on C64s, it also uses a custom set of ASCII code called PETSCII, which included two characters (2 diagonal lines), to create this image. Our exploration of this code, then, has led us to discuss the platform and its context. So to talk about the code is not to exclude a discussion of the platform, hardware, or larger systems, but rather to use the code as the central axis.

Currently, the various approaches to digital objects are associated with specific critics, projects, and publishing series. As a result, "Software Studies" and "Platform Studies" will be defined by the kinds of things these critics publish, the kinds of readings they perform, and their own theoretical predilections. Comparing these first readings could skew the way the approaches are perceived. Taking the long view, I believe these terms will eventually become abstracted from the readings of those particular critics and will become part of rich assemblages of approaches to digital objects that look at the software, at the platform, at the hardware, and, of course, at the code.


What has been the response of programmers to the kinds of work you are doing?

Many of the people who do CCS readings are programmers, so I would say on the whole it has been very positive. You know, there are a lot of misconceptions about what humanities people do, particularly regarding interpretation. When I first began suggesting this idea to professional programmers some voiced skepticism because they thought I was advocating treating their code like poetry. They doubted such a study would yield very much. Once I explained that I was interested in, for example, why programmers chose one programming paradigm over another, their process of writing the code, or even why they were laughing when I would show them some code written by someone else, what was the joke - they started to get more of a sense of what I was after. Once we reach that understanding, they typically offer their own critical observations, reflections they've formulated but haven't had an opportunity to discuss.


You've written, "The distance between the Haiku and the can of Coca Cola as texts marks the shift between the study of artistry and the broader study of signification." So, what does it mean to study code as a kind of "signification"?

Code is a medium of communication, and like other communication substrates, its meaning is not restricted to what its author intended. The way someone writes a line of code, the language they choose, the programming architecture and paradigm, the code they borrow, the libraries they use - all these factors produce meaning in code. That is when code is taken as a sign system with its own material conditions.

At the 2011 CCS Symposium, UCLA Computer Science professor Todd Millstein explained that computer scientists already see code as an aspect of a program that is meant primarily for human readers. It is not, then, heresy to say that code is written for other people to read. By extension, once it is circulated, its meaning expands and changes depending on who is doing the readings. Jeremy Douglass gave a terrific demonstration of this in the second week of the Critical Code Studies Working Group (http://www.electronicbookreview.com/thread/firstperson/recoded), when he showed how two opposing sides of the Climate debate used the source code associated with Climategate to support conflicting points of view.

Code is a semiotic medium. It has rhetoric, style, art. It is a sign of a process and is in-process in terms of its own development. It circulates within discourse realms. It also bears marks of its authorship, signs of communal affiliation, remnants of its history, and notes and stubs for future development. Code has a special relation to the computational system in which it circulates. To make a legitimate utterance with code, one must comply with and conform to many restrictions that do not exist in, say, spoken language. Moreover, code is typically part of a chain of command, a layer of information represented in a form more easy for humans to read than machine language and binary (though my electrical engineering wife does tell binary jokes). Yet, as Wendy Chun has observed, source code is not the same as the executed code.

To explore the significance of code, though, as you suggested, is not merely to look at what it says but to delve deeply into what it does and how it does it. While the signs themselves can produce meaning, for example in their relationship to natural language constructs (Print, function, if, then, void) as well as in comments and variable names, by constituting the algorithms of the program, the code also represents the logic of the program. Here too lies significance in a way analogous to but not exactly like other sign systems. Discovering the particularities of how code signifies is one of the chief challenges of CCS.

What kinds of work do you see your center contributing to the growth of Critical Code Studies?

The HaCCS Lab has two chief goals: to develop and promote the methodologies of Critical Code Studies and to foster dialogue between computer science and humanities scholars. This summer we hosted our first conference and have several events planned for the coming academic year geared toward bringing a diverse array of scholars together. Also, in the Spring, we plan to host another online forum, the third in three years. More importantly, the lab will serve as a hub for scholars interested in working on CCS, a source for news on the latest publications, and perhaps even a venue for provocations in the current debates surrounding code. We are currently investigating publication venues and are examining opportunities to create new courses and to offer workshops for those interested in joining our broader research community.

Mark Marino is the Director of the newly launched Humanities and Critical Code Studies (HaCCS) Lab at USC, named for a field he initiated in 2006. He is the Director of Communication for the Electronic Literature Organization (http://eliterature.org), as well as a writer and critic of experimental interactive forms, including "a show of hands" (http://hands.literatronica.net) and the LA Flood Project. He blogs at Writer Response Theory and is Editor of Bunk Magazine, an online humor zine. He currently teaches for the Writing Program at USC. He is currently working on two collaborative book projects using CCS methodologies. His portfolio can be found here.

How Can We Understand Code as a "Critical Artifact"?: USC's Mark Marino on Critical Code Studies (Part One)

The Humanities and Critical Code Studies (HaCCS) Lab opened this summer at the University of Southern California with the specific goal of developing the field and fostering discussion between the Humanities and Computer Science. Current members include USC faculty and students and a host of affiliated scholars from other institutions, including and international advisory board. The HaCCS Lab sponsored its first conference this summer and will be sponsoring other get togethers both on campus and online. Central to its mission is to develop common vocabularies, methodologies, and case-studies of CCS, while promoting publications in the field. Mark Marino, who teaches in the USC Writing Program, is the Director of the new center. He was nice enough to agree to an interview during which he explains what he means by Critical Code Studies, how it relates to other humanistic approaches to studying digital culture, and what he thinks it contributes to our understanding of Code as a cultural practice and as a critical artifact.


What do you mean by critical code studies?

The working definition for Critical Code Studies (CCS) is "the application of humanities style hermeneutics to the interpretation of computer source code."  However, lately, I have found it more useful to explain the field to people as the analysis of technoculture (culture as imbricated with technology) through the entry point of the source code of a particular digital object. The code is not the ends of the analyses, but the beginning.

Critical Code Studies finds code meaningful not as text but "as a text," an artifact of a digital moment, full of hooks for discussing digital culture and programming communities. I should note that Critical Code Studies also looks at code separated from functioning software as in the case of some codework poetry, such as Mez's work or Zach Blas' trasnCoder anti-programming language. To that extent, Critical Code Studies is also interested in the culture of code, the art of code, and code in culture more broadly.

At this nascent stage, I also find it useful to point out the plurality and variability of the methodologies that have been already used to analyze code whether in the Critical Code Studies Working Group, at our two conferences, in the HASTAC Scholars Forum, at MLA, and elsewhere. These preliminary readings demonstrate that Critical Code Studies is not an approach but a wide range of approaches that use code as a starting point for a larger discussion. Scholars seem eager to talk about code and are experimenting with ways to unpack it.

Critical Code Studies answers a call from N. Katherine Hayles and others for media specific analysis by taking up for analysis an aspect of digital objects that is unique to the computational realm. Back in 2005 and 2006 when I first began talking to people about code, there weren't many examples of critics, working then under the title "new media," who discussed code, which struck me as unusual since it's such a rich semiotic realm. There just weren't enough critical readings that demonstrated for how to talk about that component of the work. At the time, I was working on my dissertation and was trying to produce readings of conversation agents, or chatbots. That led me to write that initial essay in electronic book review.

For my work, the "critical" component is also crucial because it evokes "critical theory." I don't want to limit the types of theory or philosophy that can be applied to code, but I do want to push for critiques that challenge, that remain sensitive to the socio-historic contexts of the code, the institutional investments, the ideologies and ontologies of code. Code is already studied in the contexts of computer science, while the humanities have something unique to offer in the form of critical analysis and explication or, if you will, exegesis.


Your published definition of the field stresses the "extra-functional significance" of code. Why separate out meaning from effect? Why not study the relationship between significance and function?

The "extra" in "extra-functional" does not mean "outside of" or "beyond" but rather "growing out from."  Function is certainly an important component of the way code signifies, but it is important to distinguish CCS from the study of code that concentrates primarily on function.  Perhaps more important to this moment of CCS is to discuss the difference between an interpretive approach that seeks implications and meaning rather than a utilitarian approach that is primarily concerned with making code function. Again, while I agree with you that the two aspects are inseparable, the search for meaning goes beyond denotation into the connotations, resonance, implication, evocation, et cetera.

 
How much technical skill and knowledge is required to look at code critically?  Is this a potential space for collaboration between the humanities and the technical fields?

It is the contention of CCS and the newly formed Humanities and Critical Code Studies lab that everyone should have at least some literacy in how code works, whether at a base-level understanding of algorithms, some basic knowledge of programming principals, and/or a basic ability to parse code in whatever language.  That said, the HaCCS lab is working to foster dialogue and collaboration between the Humanities and Computer Science scholars because more engaged critical readings come from the fullest understanding of the culture out of which that code emanates.  Without that dialogue, CCS could become a kind of imperialist project, subject to the same kinds of over-writing, misinterpretation, and misreading that such relationships engender.

In my own readings, I tend to engage in lengthy discussions with programmers, including the authors of the code, so that I can get a more nuanced understanding of how they perceive the code. Again, part of what I'm after are the layers of meaning that code has as it circulates through different discourse communities in different contexts. I look forward to courses in Critical Code Studies co-taught by Humanities and Computer Science faculty to students from across the university looking at code together using the lenses from all their disciplines.

At the same time, CCS tends to attract the programmer-scholar, the hacker-theorist, critics who build things. Being versant in both programming and critical theory helps these critics to apply the theoretical approaches without doing violence or overwriting the ways in which coding conventions are understood within programming circles.

Is the goal to develop an "aesthetics" of "good code"? Is critical code studies a kind of formalism?

No, Critical Code Studies is not primarily focused on "good code," although the discussions of the aesthetics of code or Don Knuth's formulation of  "beautiful code" offer an opening for a conversation that will be familiar to Humanities scholars, namely who defines the aesthetics of beautiful code, why have they chosen this criteria, and what alternatives have been surpassed.  Such discussions often turn to programming anomalies such as the obfuscated code contests. Nonetheless, the discussion of aesthetics makes a fundamental notion of CCS clear: code is not a pure, inevitable formulation.  As Knuth said in his Turing Award lecture, programming is an art. 

As to the second question, Critical Code Studies is not formalist, but instead requires a deeply contextualized reading.  On one of the earliest pages we published on CriticalCodeStudies.com, you will find a list of ways to read code that includes reading code against the factors of its creation, it funding source, its composer's work, its implementation and circulation in cultural as well as material contexts such as the platforms on which it operated, and the other code with which it interacts.    Critical Code Studies focuses on examining the code in its historical moment to better understand the culture out of which it developed. 

Bio:

Mark Marino is the Director of the newly launched Humanities and Critical Code Studies (HaCCS) Lab at USC, named for a field he initiated in 2006. He is the Director of Communication for the Electronic Literature Organization (http://eliterature.org), as well as a writer and critic of experimental interactive forms, including "a show of hands" (http://hands.literatronica.net) and the LA Flood Project. He blogs at Writer Response Theory and is Editor of Bunk Magazine, an online humor zine. He currently teaches for the Writing Program at USC. He is currently working on two collaborative book projects using CCS methodologies. His portfolio can be found here.

On Skepticism, News Literacy, and Transparency: An Interview with Dan Gillmor (Part Two)

Some have argued that the criteria for evaluating news has shifted from

impartiality to transparency. How would you rank mainstream news and citizen

media in terms of their embrace of transparency as a civic virtue?

An effort to be impartial - or "objective," to use the word most journalists revere - is not a bad thing. The problem is that it's impossible to achieve in the real world. We all come to our jobs with life histories, world views, and sometimes outright biases.

That said, transparency is a definite virtue. It's one of several principles - though not enough by itself - that information providers of all kinds should embrace. Add transparency to thoroughness, accuracy, fairness and independent thinking, and we're getting somewhere.

I would rank traditional media organizations low on the transparency scale. They're still among the most opaque institutions around. But there are glimmers of openness, here and there, that give me some hope that journalists are beginning to understand why they need to do this. Bloggers and others we might put in the "citizen journalism" sphere vary in their openness, too, though I'd say bloggers tend to be somewhat more transparent than professional journalists.

It's about trust in the end. For people who are honorable in the way they work, transparency inspires greater trust.

What role should the news media itself play in fostering basic civic skills,

including those of critical reading and thinking? For example, how should

the news media be responding to persistent rumors about Obama, such as those

promoted by so-called Birthers? Is this a "teachable moment," as one would

say in the Education Schools, and if so, how should teaching taking place

via the news media?

I wish the news media had made this a core mission a long time ago. They didn't, and still haven't. That's a real shame; it would have helped not just their audiences but themselves - because audiences would have gotten a better idea what it takes to do quality journalism and had more respect for it.

If I ran a news organization and learned that a sizeable percentage of people in my community believed something that was false - birtherism, for example - I would make it part of my mission to help them learn the truth. That sounds easier than it would be, because people who believe lies are invested in those beliefs, but teachable moments abound in today's world.

You also advocate in the book that in an era where many of us are playing

more active roles as citizen journalists, that the status of journalism

classes in colleges and universities shifts from training professionals to

training all citizens. Should journalism now be a required subject as part

of a newly configured liberal arts education?

The principles and skills of journalism map extremely well to every other endeavor, when you think about it. They're part of being an engaged citizen in a variety of ways.

So, yes, I would make some kind of 21st Century media literacy - call it journalism or whatever - a part of the core curriculum. At several schools, "news literacy" is becoming a required course, though in the ones I've seen the emphasis (for practical reasons) is on consumption of news. The emphasis should be on critical thinking as consumers , but we are not literate unless we are also creators.

Many argue that the key difference between citizen and professional

journalism is the role of fact checking. Yet, your book describes many

different mechanisms on the grassroots level which are designed to check

facts and otherwise insure the integrity of information, while, for many

reasons, the place of fact checking in professional journalism is declining.

So, how long can we frame this as a meaningful distinction? And if this is

not the best way to think of the differences between amateur and

professional journalism, what would be productive ways of understanding

their relationship?

I don't agree that the key difference between citizen and pro journalism is fact-checking. It can be a difference, but as you note, sloppiness is growing in traditional media and lots of bloggers are doing work that I trust a great deal.

The real issue is that we all have to take more responsibility for what we know, and what we say. Certainly we have to trust some sources more than others, but we have to be skeptical in varying degrees of everything, and the more important something is to us the more we need to look deeper. I don't buy a car based on an advertisement, and if I see a story about some alleged medical breakthrough - especially if I am personally a candidate for that treatment - I'll check further.

I'm trying to blur the distinctions between "pro" and "amateur" in the information world rather than highlight them, by improving the practices of both and encouraging audiences to take more responsibility.

Your book maintains a healthy faith that the current shifts in journalism

are going to not only maintain but expand diversity. As you know, many would

disagree with this claim, suggesting that core news organizations are

eroding amidst waves of consolidation of ownership and that this is going to

result in a much narrower range of information and opinion. What would you

say to those critics and skeptics of the current news ecosystem?

There's no question that traditional journalism is in trouble as a business, and that some parts - vital parts - of what these organizations have done will go missing for a time. Consolidation of the traditional media into an ever-smaller number of corporate hands is also a reality.

At the same time, there's never been more quality information about all kinds of things in some profitable niches, such as politics, technology, fashion, sports and a host of other things. Meanwhile, in a host of unprofitable (as media companies) niches, domain experts are telling us what matters. And new techniques for providing information, using APIs and databases among other tools, are leading to an explosion of social news gathering and dissemination.

We're also starting to see some genuine innovation in business models, That's key to what needs to happen.

Are we where we need to be? Not even close. But I have to stress that we're very early in this transition. If it's a baseball game we're in the bottom of the second inning or top of the third.

What practices might emerge around citizen journalism which would increase

its accuracy and reliability?

The main one would be a recognition on the part of the information provider that it's better to be trusted than distrusted - and that following some basic principles (the ones outlines above) are the road map to be trusted.

I stress principles because they don't change much, if at all. The rest is simply tactics, which do change, but if tactics have principles as a foundation, we'll be fine.

Dan Gillmor is founding director of the Knight Center for Digital Media Entrepreneurship at Arizona State University's Cronkite School of Journalism & Mass Communication. The project aims to help students understand the startup culture, and ultimately to help them invent their own jobs.

Dan's latest book, Mediactive, aims to encourage a better media supply in part by creating better demand -- to spur people to become active media users, as consumers and participants. His last book, We the Media: Grassroots Journalism by the People, for the People was the first to explain the rise of citizen media and why it matters. Dan also writes an online column for the Guardian and blogs regularly at Mediactive.com.

Dan has been a co-founder, investor and advisor in a number of media ventures in the for-profit and non-profit worlds. From 1994 until early 2005 he was a columnist at the San Jose Mercury News, Silicon Valley's daily newspaper, and wrote a weblog for SiliconValley.com. He joined the Mercury News after six years with the Detroit Free Press. Before that, he was with the Kansas City Times and several newspapers in Vermont.

More about Dan at http://dangillmor.com/about

On Skepticism, News Literacy, and Transparency: An Interview with Dan Gillmor (Part One)

"We're in an age of information overload, and too much of what we watch, hear and read is mistaken, deceitful and dangerous. Yet you and I can take control and make media serve us -- all of us -- by being active consumers and participants."

This language appears at the top of the website Dan Gillmor, long time advocate for citizen journalism, has constructed around his most recent project, Mediactive, and beautifully captures his particular contribution to the media literacy movement. Gillmor's approach acknowledges the challenges and opportunities the new media landscape presents us in a way which is at once pragmatic and empowering. He certainly knows the risks to democracy posed by waves of misinformation and disinformation being spread across an array of media channels and the challenges of a context where we do not always know who created the media we are consuming. He also recognizes the value of expanding who has access to the channels of communication and thus the democratization which occurs when a broader range of citizens are producing and sharing media with each other. What he demands is that we each take ownership over the information we consume and share with each other, and taking ownership for him starts with skepticism.

Gillmor's book provides a solid foundation for anyone wanting to work with young people or adults about news literacy, one which is as invested in new forms of civic media and citizen journalism as it is concerned about the future of professional news. In this interview, we get a glimpse into Gillmor's current thinking about what it means to be a discerning citizen in the digital age and what the obligations of journalists are to help foster core civic skills and competencies.

Your new book, Mediactive, seeks to encourage "skepticism" about news and information. What do you see as the core virtues of skepticism and how does it differ from cynicism, which some would argue is wide spread in the

current context?

Skepticism is an essential part of being well-informed. It starts us off in the right place: assuming nothing but learning to trust some sources of information more than others.

Skepticism differs from cynicism in one key way: A cynic has essentially given up any hope that an information provider can do a good enough job to ever earn trust. A skeptic recognizes that there will be flaws, but also believes that trust can be earned.

Throughout the book, you use the concept of a media or news "ecosystem." Can

you explain this concept and suggest ways that the ecosystem we inhabit

today is different from the one which other generations confronted?

Let's look at agriculture as an analogy for a second. American factory farming is an ecosystem, but highly non-diverse - nearly a "monoculture" in many crops where a single variety overwhelmingly dominates the market.

The news ecosystem has been something of a monoculture in recent years, at least in the newspaper business in most U.S. communities that support daily papers, where typically there's a single surviving one. Broadcast is close to that - just a few entities with government-granted airwaves that no one else can use.

We've come to understand the danger of monocultures. They're inherently unstable, because when they fail they do so with catastrophic results. (Remember Wall Street in 2008.)

A diverse ecosystem, by contrast, isn't as threatened by individual failures, because the parts of the ecosystem are less dominant. If the dominant food variety fails, we can end up with a serious food shortage, or worse. If a few big banks can kill the global economy when they fail, similar forces are at work.

In a diverse and vibrant agricultural system or capitalist economy, the failure of a specific crop varietal or business is tragic mostly for the farmers who planted it or that business. It doesn't cause a wider catastrophe.

That's the kind of news/information ecosystem we need, and which is coming. It's why I'm optimistic.

You have historically been a key advocate of citizen journalism, but here,

you are also offering some important cautions, calling for citizens (as

readers and news producers) to take greater responsibility over the

information they are exchanging. Is this a shift in position or a shift in

emphasis?

It's much more a shift of emphasis. I was cautious about quality in my last book, which some folks misconstrued as an uncritical celebration of citizen media. I continue to celebrate the fact that so many more people are creating media, but while the quantity is surging, it would be crazy to declare victory when it comes to quality.

In the book, you advocate what you call "slow news." Can you explain this

concept and why you think the speed of current journalism is partially to

blame for the circulation and perpetuation of myths, rumors, and other

inadequacies?

I've been a fan of the "slow food" movement for some time (even if I don't adhere as well as I should to its ideas). Slow news, a term that was coined in this context by Ethan Zuckerman, is the notion that we should not hurry to assume we know what's actually happening, certainly not when we're getting news at the rapid pace we hear and see it today.

When you combine the amount of information pouring over us with its high velocity, the need to take things a little more slowly - as information providers but especially as info consumers - becomes obvious. And it's not just random blog posts and tweets that can lead us astray.

We need only look to last January's horrific shootings in Tuscon, Arizona, for evidence. NPR and a number of other news outlets (most relying on NPR as a source) reported that Rep. Gabrielle Giffords had died in the supermarket parking lot. She had not died, as we learned fairly quickly.

My own approach is to force myself to consider how sensational a report is along with how soon it comes after the alleged event. And the closer it is to the event, the more I put it in a category of "interesting if true" - with emphasis on "if".

I recognize that this goes against human nature to some degree. But if we can persuade ourselves to keep in the back of our minds that sliver of skepticism, we'll be fooled less, at a time when the consequences of being fooled are growing.

Dan Gillmor is founding director of the Knight Center for Digital Media Entrepreneurship at Arizona State University's Cronkite School of Journalism & Mass Communication. The project aims to help students understand the startup culture, and ultimately to help them invent their own jobs.

Dan's latest book, Mediactive, aims to encourage a better media supply in part by creating better demand -- to spur people to become active media users, as consumers and participants. His last book, We the Media: Grassroots Journalism by the People, for the People was the first to explain the rise of citizen media and why it matters. Dan also writes an online column for the Guardian and blogs regularly at Mediactive.com.

Dan has been a co-founder, investor and advisor in a number of media ventures in the for-profit and non-profit worlds. From 1994 until early 2005 he was a columnist at the San Jose Mercury News, Silicon Valley's daily newspaper, and wrote a weblog for SiliconValley.com. He joined the Mercury News after six years with the Detroit Free Press. Before that, he was with the Kansas City Times and several newspapers in Vermont.

More about Dan at http://dangillmor.com/about

'Does This Technology Serve Human Purposes?": A "Necessary Conversation" with Sherry Turkle (Part One)

After more than twenty years of living in the heart of the machine, I have concluded that there are two ways of doing humanities at MIT (perhaps anywhere): the first is entrenched and embattled, defending the traditions, from a broom closet, trying to civilize those who see virtue in the technological and who undervalue the cultural; the second is engaged, confronting the technological and demanding that it serve human needs, asking core questions about the nature of our species, and exploring how the cultural and the psychological reasserts itself through those media which we make, in Marshall McLuhan's terms, into extensions of ourselves. There is at MIT no greater advocate for humanistic engagement than Sherry Turkle, whose work on technologies as "second selves," as "evocative objects," as intimate tools and "relational artifacts", the central theme of her work. It has been my joy and honor to consider Turkle my friend for more than two decades. Our paths crossed too rarely in the years I was in Cambridge, but each time they did, I left the conversation changed by her insights about core questions which shaped both of our work. Here is a video recording of our most recent in-person exchange, a public dialogue about solitude and participation in the digital age, which we conducted at the Scratch conference hosted by our mutual friend, Mitch Resnick, at the MIT Media Lab. It will be clear there that our shifting alignments, sometimes agreeing, but often coming at the world a bit askew to each other, brought out some fresh thinking from both of us.

Sherry Turkle shared with me some years ago the insight that we are both victims of the public's desire for simple answers. No matter what Sherry says, which is often layered and sometimes paradoxical, about the complexity of human's relations with technology, there will be those who see her as too pessimistic and no matter what I say, people are going to see me as too celebratory. In both cases, at the heart of our work is the desire to "complicate" our understanding of technological change through a focus on core human experiences.

I was reminded of her statement when I saw the response to her most recent book, Alone Together: Why We Expect More From Technology and Less from Each Other. Critics and supporters alike tended to read the book as a diatribe against new media and as thus a turning of her back on the work of many at MIT who stress the ways new tools are expanding rather than constraining human potentials. Many wrote to ask me what I thought of the book, often with the expectation that we were fundamentally at odds with each other.

I should have known better, but I found myself entering the book on the defensive, looking for points of disagreement, and there are certainly some of those as the following exchange will suggest. But, as I read, I found myself struggling to answer the challenges she posed, and finding the book anything but simplistic and one-sided. She is demanding that we all enter a new phase of the "conversation," one which accepts that technological changes are fundamental and unlikely to reverse course, but one which demands that we shape technologies to core human needs and goals rather than the other way around.

This is the great theme which runs across the remarkable interview I am sharing with you this week, resurfacing again and again as she presses beyond simple one-sided perspectives and forces us to address our fundamental "vulnerability" to technological shifts. Do not enter into this interview expecting to disagree with Turkle or to simply reaffirm your own comfortable and well rehearsed arguments. Rather, use her comments to reshape your thinking and to redirect your energies to some of the core struggles of our times. What you will find throughout this discussion is a powerful intellect engaging with the shifting borders between the human and the mechanical, between psychology and technology, and between pessimism and skepticism. As always, I learn so much from reading Turkle's work, even where, or perhaps especially where, we disagree. But, again, I would stress, we disagree far less often than many, ourselves among them, might imagine.

I was struck by one of the very first sentences in the book: "Technology proposes itself as the architect of our intimacies." Can you dissect that evocative phrase a bit for me? In what forms does the proposal take and how do we signal whether or not we accept?

From the earliest days that I came to MIT, struck by the intensity of people's emotional engagement with their objects - and most especially with their computational objects - there were many people, and especially many colleagues, who were highly skeptical of my endeavor. And yet, I am inspired by Winston Churchill's words, who said, before McCluhan rephrased: "We make our buildings, and in turn, our buildings make and shape us." We make our technologies, and our technologies make and shape us. The technologies I study, the technologies of communication, are identity technologies. I think of them as intimate machines. They are not only, as the computer has always been, mirrors of our mind; they are now the places where the shape and dimensions of our relationship are sculpted.

I think of the technological devices as having an inner history. That inner history is how they shape our relationships with them and our relationships with each other. Another way to think of this is in terms of technological affordance and human vulnerability. Technologies have certain psychological affordances, they make certain psychological offers. We are vulnerable to many of these. There is an intricate play between what technology offers and what we, vulnerable, often struggle to refuse.

There would have been a time when technology was understood as the opposite of intimate -- as something cold, impersonal, mechanical, and industrial. In a sense your three books have mapped the process by which we have come to embrace technology as intimate. What factors has led to this shift in our relationships to technology?

I think there are two ways of answering your question. The first is to say that technology has never been cold, impersonal, and industrial. We simply chose to understand it that way. Technology has always had a role in shaping the inner life, the intimate life. The telephone - surely a shaping force in the making and shaping of self. The telegram, the letter, the book.

As a teenager living in Paris in the 1960s, I remember the telephone being shunned as too "impersonal" - for significant apologies, a request for a meeting, an assignation - it was explained to me that one sent a pneumatique. All the post offices of Paris were connected with pneumatic tubes. One wrote a letter in a sealed envelope. It was picked up at one's apartment and brought to the post, put in the tube, sent to the post office closest to the destinataire's address and hand delivered. The pneumatique had the touch of the hand on the correspondence. This, too, was intimate technology. There was nothing cold about the letter.

Nor was there anything cold about how industrial technologies such as cars and trains shaped our sensibilities, our sense of self, of our sensuality, our possibilities. If we have succumbed to an ideology of technological neutrality that is something that needs to be studied as an independent phenomenon; it is not to be taken as a given.

But there is another way of approaching this question. And that is to say that I do believe that information technology and the digital revolution has changed something fundamental in our way of seeing the world. There is something new in our current circumstance. The computer is a mind machine, not only because it has its own very primitive psychology but because it causes us to reflect upon our own.

From the very beginning, people saw the computer as a "second self" - an extension and reflection of self. The computer seemed much like the psychologist's inkblot test: the computer as Rorschach, a projection of personal concerns. Indeed, I got the title of my first book on the computer culture from a thirteen year old who said, after an experience with computers: "When you work with a computer, you put a little piece of your mind into the computer's mind and you come to see yourself differently." A second self. So, one might say that in a context where I believe that all technologies shape and make us, the computer takes this vocation to a higher power. Or perhaps, one might say, this vocation is a centerpiece of its identity. I think of it as an intimate machine.

This vocation has been heightened in the age of always-on/always-on-you communications devices, which of course are the focus of my current work. They move from being tools or perhaps prosthetics to giving people the sense of being near-cyborg. The devices seem like a phantom limb, so much are they are part of us.

Your discussion of our shifting relations to Robots remains focused primarily on the actual technological devices and the roles they play in our lived experience. Yet surely our shifting understanding of the robotic has also been shaped in profound ways by the cultural imagination. After all, the very term, Robot, emerges from a work of science fiction -- Karel Capek's R.U.R. (1920) and surely our relations with actual robots have been shaped by science fiction representations from Asimov's I Robot and Robbie the Robot and Gort to C3P0 and R2D2. So, what relationship might we posit between the creative imagination and our shifting relations to the robots in our physical surroundings?

This is a very important question for me. I have been tracking the flowering of a genre - there are of course antecedents - but now we have a flowering - of the robot who teaches people to love, and more than this, and crucially, teaches people how to be human. For me, the prototype here is WALL-E. The people have forgotten their sensuality, their capacity for love, their capacity for interconnectedness. It is a robot designed for industrial cleanup who rediscovers all of this, who falls in love and who, transcendent in this capacity, is in a position to teach it to humanity. In fact he saves humanity not just in the physical sense, but in the spiritual sense as well.

In Alone Together, I talk about our having reached a "robotic moment." This is not because we have robots who are capable of loving us, but because so many of the people I interviewed say that they are prepared to be loved by a robot. There is no question that imaginative literature and film have been part of this shift. We used to look to machines for physical help. Now we feel we are missing things on an emotional and spiritual dimension and we look to the machine world.

Sherry Turkle is Abby Rockefeller Mauzé Professor of the Social Studies of Science and Technology in the Program in Science, Technology, and Society at MIT and the founder (2001) and current director of the MIT Initiative on Technology and Self. Professor Turkle received a joint doctorate in sociology and personality psychology from Harvard University and is a licensed clinical psychologist.

Professor Turkle is the author of Psychoanalytic Politics: Jacques Lacan and Freud's French Revolution (Basic Books, 1978; MIT Press paper, 1981; second revised edition, Guilford Press, 1992); The Second Self: Computers and the Human Spirit (Simon and Schuster, 1984; Touchstone paper, 1985; second revised edition, MIT Press, 2005); Life on the Screen: Identity in the Age of the Internet (Simon and Schuster, 1995; Touchstone paper, 1997); and Simulation and Its Discontents (MIT Press, 2009). She is the editor of three books about things and thinking, all published by the MIT Press: Evocative Objects: Things We Think With (2007); Falling for Science: Objects in Mind (2008); and The Inner History of Devices (2008). Professor Turkle's most recent book is Alone Together: Why We Expect More from Technology and Less from Each Other, published by Basic Books in January 2011.

Imagine Better: "Open at the Close"

As many readers will know, my Civicpaths team at USC is studying the Harry Potter Alliance as a key example of what we call "fan activism," seeking to better understand how the group helps young people who are culturally engaged become more politically aware and active. A few weeks ago, Neta Kligler Vilenchik, a PhD student working on this project, attended Leakycon where the HPA's Andrew Slack announced a new outgrowth of his efforts. Below is her report from the field. Imagine Better: "Open at the Close"

by Neta Kligler Vilenchik

Fan art by ShadowKunoiciAsh

In Deathly Hallows, the last book of the Harry Potter series, the phrase "I open at the close" is inscribed onto a golden snitch, a key part of Dumbledore's inheritance to Harry. Not knowing throughout the book how to open this mysterious object, Harry [spoiler alert!] finally realizes that it will open only when he is about to face his own death.

Given this quite sinister plot connection, it is perhaps surprising that "open at the close" came to be the unofficial theme of LeakyCon 2011, this year's Harry Potter fan convention. At LeakyCon, the phrase held several meanings. "Open at the close" was the name of the event in which conference attendees could, for the second time, enter the Wizarding World of Harry Potter at Universal's Island of Adventure for a special night-time celebration, when the park would open -- only for the fans - as it closes for all other guests (see Henry's accounts from last year's "Night of a Thousand Wizards").

But "open at the close" was also used in a wider sense. As both mainstream media and popular conversations wondered what will happen to the Harry Potter phenomena as the last of the movies was released, for the fans gathered in the conference halls this question carried deep personal meaning. As fans were breathlessly preparing towards their special fan screening of Deathly Hallows: Part 2 (6 hours before the official midnight release!), many talked about 'the end of an era'. "I can't believe there will be no more midnight screenings", fans said to each other, mirroring - perhaps more palely--many of the sensations that have been voiced before, as the last of the books had come out.

If those fans from a few years back consoled themselves that they still had the movies to look forward to, the fandom now has latched onto Pottermore, J.K. Rowling's new online project, as the new lifeline. As Henry has discussed a few weeks ago, Pottermore is not free of potential controversy, and yet at LeakyCon, it was embraced by fans as a source supplying more valuable canonic information around Harry Potter, and was hailed as the pathway for a new generation of fans to enter the series. The sequenced order in which the digital versions of the Harry Potter books will come out was already exciting fans as an opportunity to have more countdowns on fan websites, and fans were eagerly awaiting the possibility of being the first to join the new site.

The phrase "open at the close" thus served, at least metaphorically, for the fans to assure each other that this is not really the end of an era. Instead, it is the beginning of a new phase for Harry Potter fandom, one that will rely more heavily on fan production and fan creativity to keep the fire burning, and, in addition, one that excitedly looks forward towards Pottermore.

Yet "open at the close" was also used at LeakyCon in another context: as part of the press conference launching the new organization "Imagine Better", which was described as "the future of the Harry Potter Alliance". Regular readers of this blog will probably be familiar with the Harry Potter Alliance, a key case study for our USC-based research team Civic Paths, which explores continuities between participatory culture and young people's engagement within civic life. The Harry Potter Alliance (HPA) has played an important role in shaping our understanding of how such processes may function. Creating metaphors between the Harry Potter narratives and real-life issues, as well as tapping into the structures of Harry Potter fandom, the HPA has succeeded in reaching over 100,000 young people, encouraging them to channel their love of the text and their connection to other fans around them towards civic-minded action in the real world. More on our work about the HPA can be read here and here.

The HPA was also what had led me to LeakyCon--my first experience at a fan conference. For almost two years now, I have been following the HPA as part of our Civic Paths research, interviewing members about their experiences with the organization and attending their public events. LeakyCon, as a mecca for Harry Potter fans, garnered an impressive presence of HPA members as well--the organization boasted 37 volunteer members in brand new staff T-shirts, and an impressive repertoire of HPA programming, including hands-on sessions like "how to open an HPA chapter" and "all about the crisis climate horcrux".

When examining the HPA as a civic organization, however, getting to know the Harry Potter fan community is a key component. The assertion that the organization's success thrives on the energies of the fandom, which had been expressed in many interviews before, could not be clearer than at LeakyCon.

There are good reasons to try to understand the "magic formula" behind the HPA. In addition to the organization's tangible achievements (raising $123,000 for Haiti in two weeks, donating 87,000 books to local and international communities, collecting 15,000 signatures on a petition for fair trade chocolate, achieving first place at the Chase Community Giving Competition to receive a $250,000 grant), it has received national media coverage as well as academic interest. The idea behind the launch of the new organization "Imagine Better" is to take the approach that has proven successful for the HPA - connecting fans around story worlds they love to create real world change - and to apply that to collaborations with other fandoms.

This is a segment from the press release at LeakyCon, at which Andrew Slack, founder of the HPA, officially launches Imagine Better:[embed video: ]

Strategically timed, the HPA chose the release date of Deathly Hallows 2 to launch Imagine Better. An activist in heart, as well as a man of symbols, Andrew Slack reminded audiences that July 14 is the date of Bastille Day, while the Imagine Better website was--also symbolically--launched on the 4th of July. From a more pragmatic point of view, the launch date secured some interest from mainstream and niche media outlets, who were looking for Harry Potter-related stories to cover around the movie release.

The idea behind Imagine Better, however, has been looming in the head of Andrew Slack for several years now. In fact, as Slack revealed at LeakyCon, this had been his original idea when he envisioned linking narratives with activism: "taking a bottom-up approach to love to stories and the art, and connecting it to the world". In contrast to the strong links that the HPA has made so far to a specific canon, as well as their embeddedness within a specific fan community, Imagine Better seeks to tap into the shared ground of all kinds of fans, aggregating their respective energies towards shared social action.

Leading towards this new organization were almost 2 years of research conducted by young HPA members. The volunteer "fandom team" received the task of searching and cataloguing other fandoms online, as well as identifying potential contact points within these fandoms. This legwork has enabled Imagine Better to list over 20 fan communities in its list of collaborators, including fan communities around popular books, shows and movies, as well as you-tube celebrities and young adult authors.

This list, however, is still open-ended. At Leakycon, conference attendees had the chance to imagine Imagine Better together with its founders. In a break-out session devoted to the new organization, 35 LeakyCon attendees brainstormed possible fandoms they would want to collaborate with. In addition to the usual suspects, this brainstorming brought up surprising directions such as Sparklife, a community of regular users of Sparknotes. The group then focused on three fan communities: Glee, Hunger Games, and Doctor Who, and made a list of real-world issues that could be raised in conjunction with these texts. They then broke out into small groups, discussing potential campaigns the HPA could hold in conjunction with these other fan communities. The group discussing possible collaborations with 'Gleeks' (fans of Glee) thought of campaigns ranging from issues of LGBTQ rights and bullying to fighting ableism (discrimination towards persons with physical disability).

Collaboration with other fan communities is a natural step for many HPA members. In our conversations with members we often hear long lists of texts they are passionate about, starting with Harry Potter, but moving on to a variety of genres and media (recurrent favorites are Doctor Who, the Hunger Games, Star Trek and more. The relationship with Twilight is a bit more contested). Many HPA members also identify as 'nerdfighters' - followers of the vlogbrothers John and Hank Green.

In Textual Poachers, Henry builds on De Certeau's notion of readers as nomads to describe fans as being similarly nomadic: "always in movement, 'not here or there', not constrained by permanent property ownership but rather constantly advancing upon another text, appropriating new materials". Imagine Better seems to build on this idea of fan as nomads, whose passion may be directed towards any greatly told story, rather than towards a particular narrative. Moreover, it builds on the shared characteristics, and potentially shared identity, that fans (of different texts) may have with each other.

Slack expresses this when he announces at the press conference that Imagine Better is going "to start with the most popular piece of fiction in human history and to go beyond that because, who here loves stories beyond Harry Potter? We all do. And we're going to continue to love Harry Potter and continue to love other stories and continue to love being engaged as heroes in the story of our world. This is our launch, as we open at the close." Here, "open at the close" takes on added meaning. It may refer to the end of the canon, but it is also preparation towards a possible decline, or at least decrease, of Harry Potter fandom.

Yet at LeakyCon - the gathering of hardcore Harry Potter fans, let's not forget - this statement receives a slightly reserved reaction. As fans are spending the whole convention assuring each other that the fandom is alive and kicking, not everyone seems ready to quickly shed off the 'HP' part of the HPA, and stick only with the 'Alliance'. While Imagine Better is aiming to speak to the shared identity of "fans", or to the fan as nomad, many in the room may align themselves more as "fans of [Harry Potter]" (see John Edward Campbell's recent discussion of this notion).

For them, their mode of engagement may be seen not as a fixed identity, but rather a relationship towards a particular text. Part of this may stem from the fact that to many, Harry Potter is a first experience within fandom, that hasn't necessarily (or perhaps, not yet) crossed into a more generalized fan identity.

It seems that the HPA is aware of this potential tension, as the launch of Imagine Better happens parallel to continuing action of the HPA, and not as a new organization replacing it, as was previously suggested to us in our conversations with staff members. An important part in this decision may have been fan perceptions climbing bottom-up: With most of its staff being volunteer members and with its vast variety of participatory forums, the HPA as an organization has extremely close contact with its member base. The general consensus within Harry Potter fandom that it is alive and kicking, thank you very much (strongly aided by the announcement of Pottermore), may have been a contributing factor to launch Imagine Better as an additional venture, rather than a replacement of the HPA.

As Slack reminded us at LeakyCon, few people - within the fandom and outside of it - had believed that the HPA would succeed as a civic organization. But it has. Imagine Better now takes on the next leap. Its attempt to apply a similar formula to other fan communities offers us a fascinating test case on the intersections between fandom and civic engagement. We are excitedly following it as it "opens at the close".

Neta Kligler Vilenchik is a third year doctoral student at the Annenberg School for Communication & Journalism at the University of Southern California.Neta graduated Summa Cum Laude from Tel Aviv University, studying communication and political science, and received her MA in communication, summa Cum Laude, from the University of Haifa in 2009. Neta's research revolves around young people's involvement in civic action through participatory culture practices, an interest she has been pursuing as part of the Civic Paths research team under the guidance of Prof. Henry Jenkins.

She is also part of an effort to develop a measure examining people's active construction of communication ecologies in pursuit of different goals, within the Metamorphosis team under the guidance of Prof. Sandra Ball-Rokeach. Finally, Neta is fascinated by the relations between individual and collective memories as they relate to the media, as well as in memory's role in shaping national identity. Her work takes an innovative approach to the study of collective memory, combining quantitative and qualitative methods to investigate the role of media memory in shaping collective memories.

Learning from Hollywood: Voices from the Joan Ganz Cooney Center Conference

I spent the first part of the week participating in a conference, hosted by the USC Cinema School and organized by the Joan Ganz Cooney Center, "Learning from Hollywood: Can Entertainment Media Ignite an Education Revolution?" This was the kind of event that warms my radically undisciplined heart and mind -- a gathering of people from many different backgrounds (educators and academics, media industry people from both the commercial and public media worlds, activists and nonprofits, foundations, librarians and curators) to talk about the potential intersection between education and entertainment. In the course of the two days, we heard a lot about the value of stories and storytelling to incite the imagination, to provoke curiosity, to convey our collective memories and wisdom, and to inspire more acts of creativity.

This was perhaps best brought alive for me through a performance by The Story Pirates -- a group of actors, improv comedians, and otherwise kooky and creative people, who go into schools around the country, help young people construct their own stories, and then incorporate them into their performances. In this case, they brought a class of Latino/a elementary schools with them, both performing one young man's previously written stories, and soliciting elements from the kids for a story performed live on the spot.

My own remarks at the conference centered on what the practices and logics of participatory culture might bring to the paradigm of "entertainment education" which I have been learning a lot about since coming to USC. Under the classic version of this model, experts consult with script writers to get information about health or social concerns integrated into the fictional programs and sometimes to get tags or bumpers which help link viewers to the groups working on these issues. I really respect the commitment behind such work and know that it does make a difference for many people. But increasingly, I've wondered what would happen if these same projects got taken up by the fan communities around the show, if the messages were not simply embedded in the program but designed to be acted upon in more creative and public ways. I used the example of what's happened around Harry Potter to describe a movement from inspiring reading to inspiring writing to inspiring activism, remarks which build upon the work my Civicpaths research group has been doing for the MacArthur and Spencer Foundations.

Scott Traylor from 360KID, who I knew from back at MIT, was nice enough to capture my remarks and those of several other speakers via his cellphone camera and has given me permission to share some of these segments with you through this blog. Thanks, Scott. So, this first bit is my talk on Harry Potter and the potential of a more participatory model of entertainment education.

Scott also captured some of the highlights from a panel on Monday night on "Storytelling and the Art of Engagement," hosted by Betty Cohen, the former President of the Cartoon Network and the Lifetime Network, and including film producers Don Hahn (Beauty and the Beast, The Lion King) and Doug Wick (Gladiator, Memoirs of a Gesha) and television producer Marcy Carsey (The Cosby Show, Roseanne, Third Rock from the Sun), sharing their insights on Hollywood's craft and speaking about their desire to see the work that they do more fully incorporated into both formal and informal education. Getting these kinds of glimpses into the behind the scenes production processes is one of the great joys of living so close to Hollywood.

Here are two highlights Scott captured -- showing Carsey talking about the need to "respect the audience"...

And Wick talking about how he draws inspiration from the work of Bruno Bettelheim:

The event was also a place for demonstrations by some top digital designers and developers, including this segment on Sifteos by a Media Lab alum Jeevan Kalanithi.

On Tuesday morning, we heard from Linda Burch from Common Sense Media and Frank Gilliam, Dean of the UCLA School of Public Affairs, talking about the challenges of overcoming existing frames parents and teachers have for thinking about the relations between digital media and schooling. Scott captured Gilliam's remarks, which offer some real insights into how and why some of the messaging around digital media and learning may be falling on deaf ears.

Unfortunately, Scott had to fly back to Boston so we do not have some of the other highpoints of the conference, such as a presentation by Participant Media's John Schreiber on their Waiting for Superman documentary;

an interview with Kari Byron, the charming host of Mythbusters, about their new Headrush initiative, to help inspire girls to think about STEM; and closing remarks by media mogul Peter Gruber.

All told, my head is exploding from new insights and beyond that, new connections, many of which I hope to build upon through this blog in the weeks ahead.

Special thanks to Cooney Center Director Michael Levine who has helped pull together this phenomenal event.