Antifeatures at the Free Technology Academy

In addition to lecturing for two courses at MIT this term, I recently had the pleasure of giving a lecture on antifeatures at the Free Technology Academy — a program which offers Masters courses over the Internet. Quite a few of the FTA courses are about free software, free knowledge, and related topics!

It was my first time giving a lecture to microphone and an empty room. Although I found it a little tricky to adapt to the lack of any audience, the FTA folks put together a great video. I’m psyched that the course material will be available as open education resources for anyone who might want to incorporate it into another course.

If you’ve seen my LCA keynote about antifeatures (which is also available online), there’s not going to be a whole new in the lecture. If didn’t see it, you might want to check out the lecture. I’ll be in the online discussion group around the Lecture for the next couple weeks but you need to sign up to participate.

Annual Free Software Foundation Fundraiser

The Free Software Foundation is in the last week of its annual fundraiser and has still has a bit of ground to make up. The FSF needs members and donations to merely sustain its basic activity protecting free software and engaging in minimal outreach. So as I’ve done in the last couple years, I’ve written a fundraising appeal for the organization. That why today my face is plastered, Jimmy Wales style, all over the FSF website. (For the record, the last bit was not my idea and I find it a little embarrassing.)

My appeal this year begins with my feeling that as our lives become increasingly mediated by technology, the question of who controls technology becomes another way of asking "Who controls us?" Read the appeal for more.

That statement, like much of the FSF’s work, is not going to get very far with most users today. Most people don’t think of technology as the source of control, power, or autonomy. They don’t understand why software should be free or even what that might mean. Making this argument widely is something the FSF works hard to do. But supporting this work is a bit of a chicken-egg problem. The users we most need to reach have never heard our message and it can take some time to turn even the most receptive into supporters.

For those of us that do care about technology and the power it has over its users, it’s hugely important that we take action to support software freedom and organizations like the FSF that play a key place in this struggle. If we don’t, nobody else will. The pool of people who might support the FSF today is small — there are currently about 3,000 members — but the stakes are huge: A choice between a world of DRM, locked down mobile phones, and non-free network services on one hand, and the possibility of a world where there are free alternatives on the other. The FSF won’t win this fight alone, but it plays a critical role in it.

The FSF is a small, humble, and responsible non-profit and a little money can have a big impact. If you are not an FSF associate member, now would be a great time to join. Membership is $120 per year ($60 for students) and payable monthly. In preparing this appeal, I realized that my membership had lapsed a couple months ago and that my partner Mika was still donating at the reduced student price. We’ve personally fixed both these things and made an additional donation. If you are a member, you can check your status or make a donation. If you are not yet, Please consider joining us.

An Only Slightly Fictionalized Story

Before heading back to graduate school, my brother worked full-time as a personal fitness and strength trainer. Like many trainers, he started out in an established gym and then struck out on his own once he had established an clientele base. Working on his own, he got almost all of his new business from referrals.

Although one might think that a trainer’s trusted long-term clients would be the source of most new business, it was mostly the newer, less established clients who referred new trainees. The established clients had already referred everyone in their social network that might be interested.

That’s how I learned about the weak ties of strength.

When Free Software Isn’t Better

I have an essay in the latest Free Software Foundation’s bulletin which FSF members should be receiving this week. I’ve also republished the article on my website as When Free Software Isn’t Better. The article confronts the fact that free software is sometimes not as high quality or featureful as proprietary alternatives and that most free software projects aren’t particularly collaborative. It reflects on what these facts mean for free software and for open source.

The Bulletin goes out to all FSF associate members. You should join to get a copy mailed to you in the future — but mostly you should join because doing so supports the work of the foundation.

Between the Bars

Almost a year ago, I blogged about Between the Bars — a project that offers a blogging platform to the 1% of the United States population that is currently incarcerated. The way it works is pretty simple: prisoners send letters through the postal mail. We scan them and put them up on the web. Visitors can transcribe letters or leave comments which are mailed back to the authors.

About a month ago, my collaborator Charlie DeTar and I finally finished planning and paperwork and opened the site to bloggers. Over the last few weeks, we’ve had a bunch of authors sign up. We now have a daily stream of blog posts going up on the site.

Please visit the site. Leave comments. Transcribe posts. If you know of prisoners who might like to use the site, let them know. If you want postcard fliers to send to prisoners, let us know.

Monopedal Sumo

At LCA in Wellington — immediately after a trip to Japan where I saw sumo for the first time — a number of us created a game we called "monopedal sumo." Basically, the rules are those of sumo wrestling. Push your opponent either down or out of a ring before they do so to you. Unlike normal sumo, in our game you do so standing only one one leg. If your second leg touches the ground. That also counts as a loss.

It’s surprisingly entertaining. Try it!

Sharing an Email Address

I used to think that couples who share a single email address were just too cute. Then I saw this article which imported this whole "keeping each other honest" logic into the practice.

Mika and I have never even had accounts on each other’s servers.

Redefining “Realistic”

When talking about free culture or free software, many people suggest that they would love to support free models, but that they don’t see how to make it all work. Until they have an alternate model in front of them, they cannot bring themselves to argue for a more ethical alternative. I disagree with this approach. Instead, I say, "this is the world I want to live in and, even though I don’t know exactly how to get to there from here, I’m going to refuse to settle for anything short of this ideal." Most people dismiss such thinking as "impractical" and "unrealistic." I think most people are being unimaginative.

Robot jockeys are one recent illustrative reason, among many, that I feel comfortable taking this position. Some background is necessary for those that are unfamiliar with the example. A decade ago, several Gulf emirates used thousands of young boys from Sudan and South Asia as jockeys for camel racing. Human rights groups campaigned against the practice and suggested that these boys were at sometimes held as slaves and intentionally underfed to keep their weight low. Despite criticism, camel racers resisted moving away from young boys as jockeys. If they moved to heavier adults instead of young boys, they reasoned, the camels would be much slower. Of course, they were right. But they were being unimaginative in the alternatives they were considering.

As the young jockeys became a increasingly unjustifiable public relations disaster for the states that supported it, law-makers in several Gulf states gave in to calls from UNICEF and others and created laws to outlaw the practice. Within three years of UAE passing strict laws against child jockeys, Swiss engineers, funded by racers desperate for an alternative, had created the first robotic camel jockey. Within several years these jockeys were lighter, cheaper, more responsive to the owner, and well on their way to being more effective than any young boy. When forced, by law and by an ethical prerogative, to come up with an alternative to young boys, racers created a solution that was superior, along nearly every axis, to the system they had fought to keep.

Although the costs to society of proprietary software cannot be compared to slavery and abuse, the basic same pattern of solution-seeking can be seen in the example of free software. Early free software advocates suggested that most programmers would likely need to take a paycut. As it turned out, vibrant and successful economic models to support free software have supported a large and growing free software industry. But we have free software business models only because a small group of principled individuals refused to settle for what they knew, came up with creative ethical business models that "just might work," and put their own paychecks on the line to try them out. As open source has shown, some of these creative solutions offered models superior to what we had before. In the world of software development, free software redefined "practical" and "realistic."

One can think of solving human problems as like searching for the highest point in hilly terrain in thick fog. It’s easy to get stuck on the top of the first little hill you walk up (i.e., a local maximum) and then conclude you can never do better. If we refuse to compromise and force ourselves to leave that first little hill, chances are pretty good we’ll find a "higher" peak.

Of course, it is also possible that we will find the global maximum or the best possible solution to a given problem. In those cases, any change will mean a sacrifice. But when dealing with most most social and legal dilemmas, there are enough variables involved that this seems very unlikely. Indeed, most big problems can be thought of as having many interacting dimensions — and only some of these will be ethical concerns. In other words, most social problems are more like the problem of child camel jockeys than they are like trying to transcend the laws of physics.

Business models and laws for the regulation of technology and knowledge are extremely complicated human creations. Do we really think we cannot create ethical systems to compensate cultural creators that are at least as good as what we have now? If we never force ourselves to be "impractical" and "unrealistic", we will never find out.

Piracy and Free Software

This essay is a summary of my presentation at the workshop Inlaws and Outlaws, held on August 19-20, 2010 in Split, Croatia. The workshop brought together advocates of piracy with participants in the free culture and free software movements.

In Why Software Should Not Have Owners, Richard Stallman explains that, if a friend asks you for a piece of software and the license of the software bars you from sharing, you will have to choose between being a bad friend or violating the license of the software. Stallman suggests that users will have to choose between the lesser of two evils and will choose to violate the license. He emphasizes that it’s unfair to ask a user to make such a choice.

Over the past few years, pirate parties have grown across much of the developed world. Of course, piracy remains the primary means of distributing media across most of the rest. Advocates of access to information have gathered and organized under the "pirate" banner, representing the choice of sharing with friends over compliance with license terms.

The free/libre and open source software (FLOSS) and free culture movements seem to have a confused and conflicted reaction to all this. On one hand, major proponents of several pirate parties are FLOSS and free culture stalwarts and several pirate parties have made FLOSS advocacy a component of their political platforms. Pirate Parties’ clear opposition to software patents and DRM resonates with both FLOSS and free culture communities. On the other hand, FLOSS leaders, including Stallman, have warned us about "pirate" anti-copyright policies. Free culture leaders, like Lawrence Lessig, have repeatedly and vociferously denounced piracy, treated even the intimation of an association with piracy as an affront, and systematically distanced themselves and their work from piracy.

Should FLOSS and free culture advocates embrace pirates as comrades in arms or condemn them? Must we choose between being either with the pirates or against them? Our communities seem to have no clearly and consistently articulated consensus.

I believe that, unintuitively, if you take a strong principled position in favor of information freedom and distinguish between principles and tactics, a more nuanced "middle ground" response to piracy is possible. In light of a principled belief that users should be able to share information, we can conclude there is nothing ethically wrong with piracy. Licenses have the power of the law but they are protected by unjust "intellectual property" laws. That said, principles are not the only reason activists choose to do things. Many political stunts are bad ideas not because they are wrong, but because they won’t work and have negative side effects. Tactics matter too. Even though there might not be anything ethically wrong with piracy from the perspective of free software or free culture, it might still be a bad idea. There are at least three such tactical reasons that might motivate free software and culture to not support piracy or participate in pro-piracy movements and politics.

First, a systematic disrespect for copyright undermines respect for all licenses which have been of a huge tactical benefit to free software and a increasingly important factor in the success of free culture. Copyleft licenses like the GPL or CC BY-SA have power only because copyright does. As Stallman has suggested, anti-copyright actions are anti-copyleft. That needn’t be an argument against attempts to limit copyright. Indeed, I think we must limit and reduce copyright. But we must tread carefully. In the current copyright climate, I believe that copyleft offers a net advantage. Why should others respect our licenses if we don’t respect theirs? Looking at the long term, we must weigh the benefits of promoting the systematic violation of proprietary licenses with the benefits of adherence to free software and free culture.

Second, piracy is fundamentally reactionary. Part of its resonance as a political symbol comes from the fact that the piracy represents a way that consumers of media can fight back against a set of companies which have attacked them — with lawsuits, DRM systems, and demonization in propaganda — for sharing in ways that most consumers think are natural and socially positive. But piracy focuses on reaction rather the fundamental importance of sharing that drives it. As a result, most pirates do not support, or are even familiar with, a principled approach to access to information. As a result, many piracy advocates who speak out against DRM on DVDs will be as happy to use NetFlix to stream DRMed movies for $5 a month as they were to download for free. The best rallying cries do not always translate into be the most robust movements.

Third, through its focus on a reaction, a dialog about piracy avoids engagement with the tough questions of what we will replace the current broken copyright system with. A principled position suggests that it is our ethical prerogative to create alternative models. The free software movement has succeeded because it created such a prerogative and then, slowly over time, provided examples of workable alternatives. A principled position on free software did not require that one provide working new systems immediately, but it makes the development of creative, sustainable approaches a priority. Attacking the system without even trying to speak about alternative modes of production is unsustainable. Free software and free culture call for a revolution. Piracy only calls for a riot.

Piracy, in these three senses, can be seen as tactically unwise, without necessarily being unethical. By taking a principled position, one can go build on, and go beyond, RMS’s comment. On free culture and free software’s terms, we can suggest that piracy is not ethically wrong, but that it is an unwise way to try to promote sharing. Without being hypocritical, we can say: "I don’t think piracy is unethical. But I also do not support it."

AcaMako

As I mentioned recently, I’ve been writing summaries of academic articles I read over on AcaWiki. You should join me and write summaries of academic articles you read or help improve the summaries other folks have shared!

Of course, you can also just read AcaWiki summaries. But while reading summaries takes less time that reading the full articles and books, a 500-1000 word summary is still too much for some very busy people. That’s why I created a new microblog on Identica where I post summaries of the summaries I post to AcaWiki. You can subscribe to AcaMako to follow along.

On Feminism and Microcontrollers

A month or so ago, I published a paper with Leah Buechley that is mostly an analysis of how the LilyPad Arduino has been used. I read an earlier draft last year and loved it so, when the opportunity arose, I was honored to help out as the paper evolved.

LilyPad is a microcontroller platform that Leah created a few years back and that is specifically designed to be more useful than other microcontroller platforms (like normal Arduino) in the context of crafting practices like textiles or painting. Leah’s design goal with LilyPad was to create a sewable microcontroller that could be useful for making things that were qualitatively different from what most people made with microcontrollers and that, she hoped, would be of interest to women and girls.

Our paper tries to measure the breadth of LilyPad’s appeal and the degree to which it accomplished her goals. We used sales data from SparkFun (the largest retail source for both Arduino and LilyPad in the US) and a crowd-sourced dataset of high-visibility microcontroller projects. Our goal was to get a better sense of who it is that is using the two platforms and how these groups and their projects differ.

We found evidence to support the suggestion that LilyPad is disproportionally appealing to women, as compared to Arduino (we estimated that about 9% of Arduino purchasers were female while 35% of LilyPad purchasers were). We found evidence that suggests that a very large proportion of people making high-visibility projects using LilyPad are female as compared to Arduino (65% for LilyPad, versus 2% for Arduino).

Digging deeper, qualitative evidence suggests a reason. LilyPad users aren’t just different. The projects they are making are different too. Although LilyPad and Arduino are the same chips and the same code, we suggest that LilyPad’s design, and the way the platform is framed, leads to different types of projects that appeal to different types of people. For example, Arduino seems likely to find its way into an interaction design project or a fighting robot. LilyPad seems more likely to find its way into a smart and responsive textile. Very often, different types of people want to make these projects.

Leah and I believe that there’s a more general lesson to be learned about designing technologies for communities underrepresented in science, technology, engineering, and mathematics (STEM) — and for women in particular.

The dominant metaphor in the discussion on women in computer science is Margolis and Fisher’s idea of "unlocking the clubhouse." The phrase provides a good description of the path that most projects aimed at broadening participation of women in computing projects seem to take. The metaphor is based around the idea that computing culture is a boys’ club that is unfriendly to women. The solution is finding ways to make this club more accessible to those locked outside.

It should go without saying that we share Margolis and Fisher’s goal of increasing participation of women in STEM. That’s LilyPad’s point, after all. It it hopefully also clear that we’re supportive of, and involved in, projects working to remove systematic barriers to participation by women and other groups. That work must continue. But I also think that Leah’s work with LilyPad suggests another way forward based on addressing issues of self-selection that will affect even the most welcoming technological communities. Here’s what we say in our paper:

Our experience suggests a different approach, one we call Building New Clubhouses. Instead of trying to fit people into existing engineering cultures, it may be more constructive to try to spark and support new cultures, to build new clubhouses. Our experiences have led us to believe that the problem is not so much that communities are prejudiced or exclusive but that they’re limited in breadth–both intellectually and culturally. Some of the most revealing research in diversity in STEM found that women and other minorities don’t join STEM communities not because they are intimidated or unqualified but rather because they’re simply uninterested in these disciplines.

One of our current research goals is thus to question traditional disciplinary boundaries and to expand disciplines to make room for more diverse interests and passions. To show, for example, that it is possible to build complex, innovative, technological artifacts that are colorful, soft, and beautiful. We want to provide alternative pathways to the rich intellectual possibilities of computation and engineering. We hope that our research shows that disciplines can grow both technically and culturally when we re-envision and re-contextualize them. When we build new clubhouses, new, surprising, and valuable things happen. As our findings on shared LilyPad projects seem to support, a new female-dominated electrical engineering/computer science community may emerge.

I have a strong belief that computing can be an empowering tool and that expanding users’ control over technology is a critically important issue. Our paper argues that we should attempt to expand participation in computing by broadening the possibilities of computing, rather than only by broadening participation in extant, computing organizations, projects, and genres.

Even if computing and electrical engineering communities were perfectly welcoming (which they are not) most people (both male and female, but disproportionately female) will choose not to participate. Building new clubhouses requires creativity of its proponents and risks charges of reinforcing stereotypes and existing status hierarchies. But, executed carefully and well (as I believe LilyPad has been), it suggests ways to reach the majority of people that no "unlocking" project will ever seem relevant to.

Contribute to AcaWiki

In the process of studying for my PhD general examinations this year, I ended up writing summaries about 200 academic books and articles.

AcaWiki is a wiki designed to host summaries of academic articles so it seemed like a great place to host these things. Over the last few months, I’ve uploaded all these summaries. Since I’ve finished, I’ve continued to add summaries of other articles as I read them.

My summaries tend to be rough. I write them, run them through a spellchecker, and then post them. I don’t even reread them before publishing. I hope to improve them as I reread them over time. Of course, because I’ve uploaded them to wiki, I hope others will add to and improve the summaries as well.

AcaWiki uses Semantic Mediawiki and provides nice platform for publishing, editing, and collaboration. Although there are still ways in which the platform can be better, what is needed now is, quite simply, more contributors. I am sad to see that my summaries make up a big chunk of all summaries on the site.

So if you are a student, an academic, or anyone else who writes or has written summaries of articles or books or if you might want to do so, you should consider contributing your summaries, in whatever form, to AcaWiki. I’ve done a little work to help integrate AcaWiki and Zotero which might make things easier.

Doctoral students reading for qualifying or general examinations in particular should should consider taking notes and studying with AcaWiki. From the student’s perspective, writing summaries can be one of the best way to reflect on and learn a literature. In the process, one can create a great resource for the rest of the world. If a single doctoral student from each of twenty diverse fields of study published summaries of the 200 key articles in their area, AcaWiki would have the critical core of what is most relevant in academia. Help us build it!

Selectricity Source

After a semi-recent thread on debian-devel, I poked around and realized that I’d never actually gotten around to formally announcing the release of source code for Selectricity, a piece of web-based election software designed to allow for preferential decision-making and to provide "election machinery for the masses." Selectricity is useful for a range of decisions but it targets all those quick little decisions that we might want to decide preferentially but where running a vote would be overkill.

Things were delayed through a drawn out set of negotiations with the MIT Technology Licensing Office over how to release the code under a free software license of my choosing. I was swamped when things finally came through. Over time, I managed to forget that I never did a formal announcement, never setup a mailing list, and never did all those things that I have tried to teach other people in the Free Software Project Management HOWTO. Code just sort of appeared on my website under the GNU Affero General Public License. It was until the debian-devel thread that I remembered I’d never made a formal announcement. Sorry about that!

The git repository has been online and accessible through searches for more than a year now. Most folks who wanted the code seem to have been able to find it there. Indeed, a number of people have set up their own instances and a few have submitted patches to the code! But more visibility for the source means more empowered users, more visibility for free software, and more developers.

So I’ve shipped all the code into a project in Gitorious (its like GitHub, except free), announced things on the Selectricity Blog, changed the Selectricity footer of to include a prominent link to the source. I’ve also created a mailing list. The Gitorious project page includes a wiki.

I also want to mention this all here because the attention of the current development team seems mostly to have moved on to other projects. The current team seems able to keep the hosted version up and running, and even gets around to little improvements now and then, but there’s definitely room for new life and new leadership.

There are some nearly-complete and "complete minus further testing" features in the development tree that might provide low hanging fruit for folks interested in elections and decision-making who might want to get involved in Selectricity development. If you’re interested and know (or want to learn) Rails, feel free to check out the code, introduce yourself on the list or contact team@selectricity.org to coordinate.

Free Software Needs Free Tools

I finally finished an article I’ve had in one form or another for years about on the use of proprietary tools in the creation of free software. From BitKeeper to SourceForge to Google Code to GitHub, non-free tools and services have played an important role in free software development over the past decade and, I argue, continue to create a number of important, if sometimes subtle, problems for our community.

The article was published in the Spring 2010 FSF Bulletin which was mailed to all FSF associate members. I’ve also posted the article on my website and in PDF form as well.