1.4 The methods
1.4.1 General architecture
The three interlocking sites will share as much common
technical infrastructure as possible. Each site is bounded by its own
administrative wrapper, allowing policy, development, and maintenance to be
logically and opportunistically devolved to workable dimensions.
Connections between the sites and with external sites can be
facilitated through negotiated connections and agreements that are implemented
at a technical level with open APIs (application programming interfaces) that
are provided in toolkit form for easy deployment.
The administrative boundaries imply
a distinct allocation of responsibilities and policy control, as well as
financial management. Volunteer organizers would take on the job of keeping
each of the sites updated, active, and useful.
The technical resources are largely
shared, although some tech might be needed within a particular site in order to
deliver a non-generic function.
Links to partner sites should be as
robust (i.e. highly functional and automated) as possible. This is achieved
first through managerial negotiation and then implemented technically by
APIs).
1.4.2 Administration and maintenance
Each aspect of the three sites will be designed with specific
management characteristics, often including:
- Public interface: not logged in (no
profile)
- Privileged User: user is logged
in (has a profile)
- Group Manager:
administers some aspects of facility configuration & Privileged User
profiles
- Super User: can set facility-wide
configurations and create/edit Group
Managers
- Technician: can install/remove
software and create/edit management
characteristics.
1.4.3 Funding and accounting
The entire system will be supported through grants and
donations. We intend to capitalize on the Wells Accounting Method of Prescribed
User Mandates (WAMPUM). WAMPUM exposes the line item detail of each site's
operations to allow donors the option of supporting specific activities, thus
democratizing the financial connections between donors and program
development.
Online donations can be accepted through the general ecommerce
facility established by Big Medicine. We shall establish a central accounting
clearinghouse to minimize the administrative overhead.
This online donation interface can be customized to support
any number of initiatives, so the single installation can be re-used outside of
the VirtualMaine context to empower allied organizations. For instance, an
online donation centre can be set up to support the Changing Maine
directory through online sales and donations to the parent organization, ROSC
(Resources for Organizing and Social Change). They could pay a small admin fee
per transaction and benefit from having a secure, credit-card capable interface
for a tiny fraction of what it would cost to set one up on their own.
Generally, this is an important aspect of the project that
could grow significantly in its own right. Too often people have good
intentions with their donations, but are unable to target them to the specific
issues and organizations that most affect them. With the WAMPUM system online
and connected to the alternative organizations around the state, people would be
encouraged to make numerous donations where they count the most.
1.5 Plan B and priorities
This proposal outlines a plan to develop a world-class
facility and technical toolkit with a staggering range of extensibility options.
The project is described as a whole, and would benefit from reasonable stability
over a 4-6 month period when the foundation layers of technical development will
be designed and implemented. This scenario requires substantial organizational
and financial commitment from the beginning of the project, and continuing
through to launch, promotion, and maintenance. We would prefer to have full
funding and support guaranteed in the beginning so that we have a known set of
inputs to work with during development.
However, the world is known for its ability to surprise, few
things - including the best planned projects - can ever be guaranteed. From a
practical point of view, it's a good idea to have a "Plan B" which is less
specific and more modular.
Modularity in this sense means the capacity to take small,
self-contained steps toward reaching a larger goal. This gives us the freedom
to be opportunistic, taking advantage of specific situations as circumstances
present themselves, and more organic in terms of an overall project
specification.
Within this context, or this appreciation for flexibility, we
would recommend a rough priority order for development as follows:
- Discussion and mailing lists: The first
step in launching the project is creation of communications channels that can be
used by the developers and sponsors to guide and refine. If the project stopped
at this point, the discussion tools could be used to support the public Big
Medicine facility, thus providing a tangible benefit from day
one.
- Online Directory: The next most
valuable legacy would be the creation of an electronic companion to the Changing
Maine print-based directory.
- Resources
library: A significant outcome would be the establishment of a public
resources library, or online catalogue. This would support the concept of a
'best practice/case study reference centre" as well as being a general-purpose
links directory. The facility would allow file uploads as well, making it more
than a catalogue, but a document repository as well. It would require a robust
description framework (metadata) which would provide users with controlled
vocabularies to classify and categorize their input. This metadata is the
"normalized" information that is re-presented to users in the course of their
search and browse activities.
- Gateway
search: Extending from this would be the ability to gateway searches to
external sites. This project does not seek to centralize or replace existing
facilities, so it is imperative that the ability to search other sites is
included at an appropriate point.
- User
Profiling: This is an essential security layer that enables all of the
rules-driven facilities to share a single login. Before this layer is
implemented, users will need to log in to each feature separately, and there
will be minimal opportunities to provide meta logic between
features.
- Issues positions and polling:
This is an adventurous bit of kit that seeks to testbed a direct democracy
concept. The design we suggest here is simple enough to implement within the
scale of this project, and yet is sophisticated enough to serve as a useful
experiential reference point for full online/direct democracy projects being
contemplated for mass participation. It can be staged logically: functionality
is modularized to allow the facility to elaborate itself in response to demand
and opportunity.
- Syndication and media
crosslinks (Media Melding): Creating strong crosslinks with the traditional
media will be a critical factor in the success of this project. Web-based
syndication works along the same lines as newspaper syndication: a content
provider arranges relationships with "subscribers" to take a content feed and
distribute through their media channels. We recommend implementation of simple
syndication technology. This must be supported by coordination and interaction
at a human level, but could yield some of the biggest credibility gains
possible.
2 Spectacle: Promotion Site for Countercoup Maine – The Movie
This section describes the form and function of the virtual
Chute/Kubiak gubernatorial campaign site.
2.1 Overview
Designed as a faux movie companion site, (e.g.:
http://harrypotter.warnerbros.com/home.html - a useful example of structure and
content), the campaign site provides the typical promotional functions,
including:
- Ιntroductions to the candidates, their
shadow cabinet and static platform blurbs on
policy
- Εmail announcement list
(subscribe/unsubscribe)
- Schedule of campaign
activities
- Press & media
section
- Discussion lists
(subscribe/unsubscribe)
- Etc: see facilities
summary at References
2.2 The Candidates
- Simple set of pages (maybe 1-3 in
total)
- Bio and background
publishing
- Links to Issues (candidate position
statements)
2.3 Shadow Cabinet bios
- Simple set of pages (maybe 1-3 per post or
position)
- Minimum of 2 nominees for each post -
one Maine expert and one with national
vision
- Issues connections (statements of position
by the candidates)
2.4 The Movie
- QuickTime/AVI clips of visually arresting
campaign footage
- Partner with WERU or WMPG (for
instance) to carry all speeches as web radio
shows
- Feedback loop: Use internet chat dialogues
as sub-text scroller in video, or use live webcasts as companion to call-back
programs
2.5 Campaign Platform
- Simple content
publishing
- Clear links to
Issues
2.6 Media Centre
- Access to news releases, headlines, and other
re-publishable materials
- Interface for
syndication control panel
- Interface for
submissions, eg news clippings
2.7 Discussion areas
- Titled on the same scheme as the platform
planks
- Opens with candidate statements and then
allows for public discussion
2.8 Campaign "extranet"
- Secure area for core management
team
- Meta-space to support the group
process
- Storage and retrieval of private
docs
3 Movement: Virtual Maine Issues & Directory Site
This section describes the form and function of the Movement
site
3.1 Overview
This promises to be the heart of the challenge: providing a
space where people are encouraged to conceive of issues in relatively bounded
terms. We intend to begin with the work of NI4D (National Institute for
Democracy) as an architectural solution template. NI4D have described a process
for instantiation of popular initiatives and refining those objects through
debate, amendment and polling. This is the same raw plan as for the VirtualMaine
Issues process.
Our focus will be on the mechanics and specifics of
implementing a free-flowing facility whose internal self-regulation makes it as
free from meta-management as possible. After all, the whole point of this is to
create a space where people's natural desire for healthy community can be
expressed in surprising and energetic ways: it cannot be deeply meta-managed or
the process loses its power to invent truly novel strategies.
This site has two main areas:
- Local Issues: This section is the complex
core of local empowerment and effective alliances. Participants can be
individuals or groups, who must register with the system before they can
publish. Initially, the participant users will be invited from New Chautauqua
sponsors and the Changing Maine directory. Users are expected to register their
relation to specific issues and search for allies based on a weighted thematic
positioning system.
- The Three Coupbusters:
Rewriting Maine’s Corporate Code, Revoking Corporate Personhood, and
Strengthening Direct Democracy are the big enabling points that weave together
many of the local issues. This area is much leaner in participatory framework
and encourages people to rethink their local challenges in mutually supportive
ways.
There will be strong linkages between the local
issues section which encourages people to see their common connection with the
three coupbusters. This may foster unexpected alliances and sudden power peaks
as various issue-focused movements realize they are in league against a common
foe. This is the essence of the countercoup strategy: uniting public energy and
directing it toward structural change.
The following sections following look variously at the site
features from a technical and user's perspective to provide an overall vision of
why and how the site can function.
3.2 Thematic User registration
A central feature of Movement is the ability to capture a
group or individual's energy focus in along a set of fundamental themes. This
gives other users the ability to form searches around their particular
interests, and find related organizations with a higher degree of accuracy than
simple keyword searches can provide.
The "focus profiler" is conceived as a relative weighting
device that reveals a user's "energy quotient" along each thematic axis. It
asks the registrant to allocate units of focus to each of the fundamental themes
so that a rough picture of their active energies can be seen.
An initial design for this interface may help explain the idea
more clearly:
Sample Thematic positioning
interface
The user is introduced to this
interface with explanatory copy and samples. They will set each slider to a
relative position. All themes are initially set to null.
There will be a totaliser based on
the 80/20 rule and assigns value for any themes where the position exceeds the
midpoint. Basically, our assumption is that 80% of the energy will be focussed
on 20% of the themes in any organization. So if the user sets all sliders to
High, we can feedback with a message to adjust more realistically (no one can do
all things all the time!). This feedback could be tied to the sliders in real
time through an applet, which would be a very nice touch.
Although this energy quotient is really a graphical extension
of keyword searching (i.e., it uses a numerical identifier to find exact or near
"terms"), the very fact that it is presented in a this mappable format makes it
a uniquely valuable addition to search interface concepts.
The importance of this profiling tool is fairly high. It's an
effective mesh to filter words into a machine-parsable format, which is an
essential adjunct to the directory search.
Of course, organizations change over time, but for our
purposes here, it should be sufficient to assume that the rate of profile change
is less than the rate of alliance formation.
3.2.1 Themes: the master keys
One of the characteristics of any machine-based solution that
can be achieved with today's technology is the establishment of some "keys" that
the system uses in the same way across different applications. These keys
dissolve the problem of infinite scope, and establish a level of shared meaning
between the various components of a machine system.
In this particular case, we want to choose a handful of
thematic terms that cover the conceptual territory of civic debate within the
context of the majority of social change organizations.
One such list is suggested by the New Chautauqua
experiment:
- Peace, Social Justice &
Security
- Labor, Business and
Employment
- Health &
Medicine
- Environment &
Resources
- Media, Education &
Consciousness
- Democracy & Social
Evolution
Settling on the fundamental themes will be a
fraught process, but we assert that the choices are not so important in a
literal sense as they are in providing a fertile framework for imaginative
extension by the people using the system to create real-world alliances and
solution strategies.
3.2.2 Themes vs. Issues
Themes are the base set of broad descriptions. Issues are
specific things that attract specific activities such as an organization might
champion. E.g., Greenpeace is strongly committed to the environmental theme and
focuses its activities on specific issues related to that theme.
3.2.3 Who's a user?
A user can be an organization (as a single entity) or an
individual. There is a leveling mechanism based on "absolute power" that can be
used when it's important to estimate total strength. The leveler is a bias
number.
3.3 Directory search
@@Spatial searches: concept map and physical map
@@Sample search/results use cases
3.4 Issues: a subjective object
Although it is obvious that "issues" are rarely bounded by
sharp, convenient edges, and all things blur and merge at their boundaries, we
must give the machines some container rules so that their power can be brought
to bear. The science of complex systems (particularly in areas that deal with
human perception and behavior) is in its infancy. At the best, we hope to set up
the right sort of boundary rules so that the machine’s approximations give
us enough insight to improve our choices.
3.4.1 Creation and refinement
New issues could be nominated by any registered user. It could
be interesting to ask that some sort of supporting mass be demonstrated before
an issue could be lodged, e.g., by citing co-lodgers or popular petition. This
is discussed in the NI4D model, and we could construct analogous mechanisms
here.
3.4.2 Alignment
After an issue object has been created, its power profile is
used as a filtered search to find organizations that are thematically (or
geographically) related to the issue. A dedicated announcement mailing list
could support this.
Position statements
Users are expected to relate themselves or their organizations
to specific issues by publishing position statements. These are seen as largely
static content pages, though they can be edited at any time by the user to
account for changes, e.g., as a result of forming an effective
alliance.
Discussion Boards
The active process of working through an issue, or lobbying
for a particular polling outcome is expected to take place on the discussion
boards.
Powered by open-source DISCUS software, the board features
rich web-based interactivity, and integration with email.
3.4.3 Online polling
This function can be used to actually decide organizational or
alliance policies among registered members or simply for public opinion
pulse-taking among all system visitors and users.
3.5 Organisational feedback loops
3.5.1 Position tuning
Because individuals register their memberships with various
orgs, a filter on those connections reveals the personal alignment of an org's
membership. The org management can use these results to better understand the
values of its own members.
For example, if Alex comes to the site and registers as an
individual, he has the opportunity to set his personal alignment in the
profiler. So does Alice. Alex and Alice are both members of Greenpeace and
indicate this in their registration form. Greenpeace at some point can do a
search for all its members on the site, compile the profiles and voila, they
discover that 70% of their members are focussed on employment issues as a
primary concern.
This is marginally useful on the core themes, but particularly
interesting on an issue level.
3.5.2 Demographic analyses
Power profiling of the issues and the people driving
them.
Like the Maine People’s Alliance’s Community Power
Profile, this method helps users visualize the overall dynamic between
contending forces on any issue, including allies\opponents’ respective
numbers, budgets, resources (significant info when pro\con forces include large
or well-funded organizations) as well as strategic placement (as when a single
person happens to be a Senator)
3.6 Directory self-management
Password entry to directory maintenance area
Automated reminders to review and update
3.7 Directory integration
Linkage with the print product, management and
process
3.7.1 Publisher's interface
Can be used as a tool to master the print version
Database upload or remote update request
3.7.2 Co-publication
Express master database as print, CD-ROM, or web
3.7.3 Subscription service
Offer frequent electronic updates to print directory as a
value-add service
3.8 Countercoup Themes (The Three Coupbusters)
@@content publishing
@@discussion boards support
@@resource links
@@issue links
3.8.1 Corporate Code Re-write
@@specific linkages?
3.8.2 Corporate Personhood Revocation
@@specific linkages?
3.8.3 Direct Democracy Enhancement
@@specific linkages?
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