The Onlyness of the Career Open Scientist

Photo Credit: Denise Krebs on Flickr. CC by 2.0

“Through the power of onlyness, an individual conceives an idea born of his narrative, nurtures it with the help of a community that embraces it, and, through shared action, makes the idea powerful enough to dent the world” (Merchant, 2017)

PLEASE NOTE: This is a draft of a bit of the Open Scientist Handbook. There are references/links to other parts of this work-in-progress that do not link here in this blog. Sorry. But you can also see what the Handbook will be offering soon.

When we look ahead at some near-future, open-science-based academy, we can point to a new science workplace solidly anchored into its own logic, with internal values that reveal its core practices. Each open organization operationalizes these values locally.

Open science is aspirational because science is hopeful: it aspires to add significant new knowledge to human understanding. The open-science movement started with open access to research results. This struggle continues. The current pandemic may accelerate this process. Next, open science needs to move to implement cultural practices that enable Demand Sharing and Fierce Equality at all levels and organizations. Certain common notions about academy practices — certain notions inherited from decades of science infested by toxic cultural habits and perverse incentives — will need to be interrogated as open science looks to open cultural practices to shape how it changes in the future. Let’s examine some of these practices.

On Onlyness

But first. The notion of, and the term “onlyness,” is from Nilofer Merchant (2017), an entrepreneur/business consultant (See also: <https://nilofermerchant.com/>; Accessed May 12, 2020). Merchant penned this term to highlight how the quality of ideas in any group springs from the distinct contribution that each person can bring into conversation, when they speak from the totality of their own knowing and being (See: Knowing and conversation). She then outlines how to optimize for this potential. Most teams and organizations underplay, or worse, prohibit, this potential, asking team members to be flexible generalists and leave their individual genius at home. They ask their members/employees to “fit in” instead inviting them to belong on their own terms.

By locating “diversity” and “inclusion” in the distinct features of each individual, Merchant re-places the standard arguments for these values within teams and organizations. No tokenism permitted here. Instead, we find a keen respect for the distinct biographies of learning and knowing carried by each person in their whole being. As Merchant (2017) notes; “To claim yourself as whole is to assert your own value — not because everything about you is perfect but because it is all perfectly yours. This acceptance of your full self is nonnegotiable in claiming the power of onlyness. If you can’t value what you alone have to offer, no one else can either.”

Onlyness belongs to every individual to the extent they make a claim about it. It is not exclusive or elite; not just a property of egoistic narcissists. It does not automatically lead to assholish behaviors. It is not acquired from membership in a population cohort or a generation, even though it is socially attuned. It is informed throughout your biography, and includes what you alone can bring to your family, your society, and the planet. Einstein’s housekeeper had as much onlyness as did Einstein, only Einstein managed to explore and mine his to the advantage of his ability for creative insight.

Very much in line with recent theories of organizational knowledge management (See: Demand sharing and the power of pull), onlyness powers innovation and creativity within teams and projects by surfacing insights across vital conversations. This also amplifies the value of networks over hierarchies. No more deference to the highest paid person in the room. Each team member has a contribution to make to this conversation. Are you looking for better conversations (of course you are), then help each person explore and claim their onlyness.

Onlyness in learning

There is no textbook sufficient to map the individual’s journey into science. There is no common, model individual open scientist: no career best practice, no business-school recipe for success can identify which scientist will excel in their research endeavor. There is no “mold” for an open scientist. Like a concert violinist, a scientist must master techniques and become proficient in their practice and precise in their methods. But that’s more like saying they’ve stopped being children and are now adults. This is the admission price to enter the “knowledge club” (Accessed May 18, 2020) of science. This alone is not what drives their individual capacity for science. It’s their launchpad, not their fuel. You can teach methods and you can learn content. That gets you to the door of science. To open it, you need to apply your onlyness.

Onlyness here means deep and broad individuality and intellectual curiosity: open scientists are deep into their own specific passion and love for some aspect of science, and their own corner of the unknown in the infinite game of science (See: Open Science and the Infinite Game). Anyone who has completed a dissertation knows the onlyness — and also the loneliness — of understanding something deeper than their books, better than their advisors, and newer than anyone else. Open scientists are also broad enough in their sense of how science works and in the landscape of methods and literature to see the larger picture of open science practice shared in their discipline and beyond.

Onlyness is the reason why scientists can uncover astonishing new insights. By “scientists” here, we mean all students of science, all members of a science team (data nerds, technical specialists, grad students, and principle investigators), in fact, all people on the planet who find that their curiosity — and their own life-to-right-now — has moved them to a distinct point of understanding: “You’re standing in a spot in the world that only you stand in, a function of your history and experiences, visions, and hopes. From this spot where only you stand, you offer a distinct point of view, novel insights, and even groundbreaking ideas. Now that you can grow and realize those ideas through the power of networks, you have a new lever to move the world” (Merchant, 2017). Onlyness is why your dissertation nearly drove you insane, since it required you to dive deep into a personal journey of discovery that now means you know more — and you know differently — from anyone else on the planet.

If professional scientists act similarly, this similarity comes from the shared depth of their appreciation for the “role of ignorance and the importance of uncertainty” in science (See: Brain Pickings; Accessed May 5, 2020). Rather like we all are in the current situation (now being May of 2020), scientists are, and have always been, alone, even when together.

Onlyness and institutional fierce equality

Institutional prestige is a profound drag on the potential for networked science. If your administration has a plan to “win” the college ratings game, this plan will only make doing science harder. It makes being a scientist less rewarding. Playing finite games of chasing arbitrary metrics or bullshit prestige drags scientists away from the infinite game play of actually doing science. In a world where Science happens elsewhere the first thing your campus can do is become more attached to all the academy “elsewheres” that can amplify your in-house efforts. The best thing your campus can do is to became that really attractive “elsewhere” to which others want to attach themselves. This means opening up to demand sharing. Once science gets funded across a broad spectrum of institutions and across the globe, online collaboratives will form, and work together, and create new knowing without regard to game-able institutional rankings. The entire academy will become more nimble, creativity will quicken, and good work will find its rewards outside of current reputation schemes.

“One will weave the canvas; another will fell a tree by the light of his ax. Yet another will forge nails, and there will be others who observe the stars to learn how to navigate. And yet all will be as one. Building a boat isn’t about weaving canvas, forging nails, or reading the sky. It’s about giving a shared taste for the sea, by the light of which you will see nothing contradictory but rather a community of love” (Saint-Exupéry, 1948; translation: <https://quoteinvestigator.com/2015/08/25/sea/>; Accessed May 11, 2020).

The future of open science will be much more distributed and democratic. Open scientists work wherever their research and teaching acumen is needed and supported. The perverse lure of bullshit-prestige institutions disappears as great work emerges from highly diverse teams in hundreds of institutions and locales across the planet, and along the internet. Instead of boasting of their employment at some famous university or lab, open scientists and their in-house and online teams are deep into the infinite game wherever they are employed. They shape the culture of their teams, bending this toward fierce equality and demand sharing. Their combined onlynesses serves to push the team effort beyond what any one of them might do. They fill open repositories with new data and findings. They care for their work together, and for each other as people. They celebrate (Celebrate open science) their team culture. A great team in a sad organization with a toxic culture works better than a sad team in a great organization.

Onlyness against neoliberal organizational metrics

The notion that a university can increase managerial control over research practices using performance-based funding schemes, and so to capture year-by-year productivity gains, has been tried in various places on the globe. But the practice of top-down, goal-driven, productivity management translates poorly from the commercial world (where this is also failing) into the academy. Metrics applied in this manner are highly susceptible to Goodhart’s law, and subsequent gaming attempts. The best incentives for better science are those goods internal to the professional practices of doing science. The best way to improve on these is to support governance practices that open up more avenues for sharing and knowing.

There is an authentic “meritocracy,” here, not the artificial sort claimed by prestigious organizations. A fluid, dynamic, emergent shared sense of where new knowing is being forged. In the interconnected intellectual rooms of online science communities, the acceleration of knowing and discovery through access to open shared resources, active, global collaborations, and diverse team-building assembles shared intelligence to solve wicked problems. There is no organizational strategic plan, no business model, no tactical hiring that can match open innovation collaborative that push the boundaries and change the rules of their infinite games together. The merit belongs to the team, and to the work. What the scientists get is the joy and wonder of playing an infinite game that also pays a salary.

Open science optimizes resources when onlyness gets support across organizations

Doing open science gets a boost when the culture of open science is shared and celebrated at the top level of academy institutions — whether its a college, a university, a learned society, or a science agency. Under these circumstances, institutional values and their shared meanings cascade down across all departments, labs, and teams. With solid, top-level institutional support, teams build their own shared mini-cultures to encourage caring and rigor.

The cultural project of open science is actually quite small. As much as open science is just “science done right” and a “return to former science norms,” the professed culture of most science organizations really only needs to be rearticulated for open science use, and celebrated as an active, reflexive cultural layer (See above). Goals are left to teams to identify and activate for themselves.

All biographies of “notable scientists” spend a great amount of their content describing the onlyness of these individuals (without calling it that). Every “genius” you read about is someone who managed to tap into their onlyness and find insights into the infinite game (which is commonly referred to as a “serendipitous” event). Every one around them — these individuals are nearly always surrounded by colleagues — contributed to these conversations. They need to noted too.

Science organizations create prizes that fail to capture the onlynesses of teams and collaboratives

No scientist has ever refused a Nobel Prize. (NOTE: Two people have declined this. Jean-Paul Sartre did, because he was Sartre. And, Le Duc Tho did, because his award was shared with Henry Kissinger, who supported bombing Hanoi during Christmas.) Learned societies and professional academic groups offer a wide range of honors that scientists gladly accept (usually along with travel support to a meeting they would like to attend). Other honors come directly from universities or funding agencies. All of these honors fatten résumés and grease promotion portfolios around the planet.

Scientists crave the economic support they need to do the work they love. If they can translate honors into cash, they will do so. And yet, should these particular honors stop being awarded, there is little to indicate that science would be less rewarding or less able to track the value of science work. Open science offers to expand opportunities to find and use great science. New methods of acknowledging the work of scientists and teams, and also the provenance of research can replace or enhance how scientists get connected to each other through their work.

Great work in open science can be found anywhere on the planet, and also within any team working in an open-science organization, small or large. The gifts of new knowledge are freely shared, but they also obligate others to pay attention. applaud their value, and scorn those who seek attention for their own finite game (See: Gifting and Reciprocity). This is central to the culture of demand sharing. Recognize the work. Applaud the teams, the history, and the ideas. Show appreciation for how this knowledge is shared, without needing to pin this discovery on an individual scientist.

You can help your students grow their onlyness too

Growing and tapping into your onlyness is not just a trait that the best open scientists share, it’s a trait that open science needs to support, to grow, and to reward. Open science is the common work of millions of un-common individuals. The education of an open scientist requires a healthy dose of infinite-game training, the unleashing of purpose and imagination, and courage and caring in service of collective knowing. In the end, it is the game that becomes the teacher, and every scientist plays this alone, even within their team. Each scientist contributes the difference they have cultivated in their own insights to the collective knowing of their team.

To help your students develop their onlyness requires that you promote in them the courage to be essentially different from those around them, and also the honesty and humility to recognize the onlyness of others. Mainly you do this by working on your own onlyness and showing how this matters. Share conversations with them that provoke responses only they can provide. Be open to learn from their knowing.

Several authors in the past decades — from Foucault and Illich to Robinson and Godin — have pointed out that factory-style schooling diminishes onlyness (without calling it thus) in favor of standardized understandings and personal disempowerment. Open science will need to also work on the cultures of learning and teaching science. Like practical wisdom (See: The practical wisdom of doing science), onlyness needs to be exercised for it to grow.

Merchant’s work on onlyness was designed to help companies become more creative and innovative through the collective conversations of their employees, powered by an organizational culture that welcomed each of them to belong to these conversations in their wholeness. What she offers to businesses holds true for the academy, and most particularly in the academy, where onlyness powers great science through networked collaborations.

References:

Merchant, Nilofer. The Power of Onlyness: Make Your Wild Ideas Mighty Enough to Dent the World. New York, New York: Viking, 2017.

Learning to play the infinite game of science

“…The tools we make to build our lives:
our clothes, our food, our path home…
all these things we base on observation,
on experiment, on measurement, on truth.
And science, you remember, is the study
of the nature and behaviour of the universe,
based on observation, experiment, and measurement…

The Mushroom Hunters. Neil Gaiman
See: Brainpickings <https://www.brainpickings.org/2017/04/26/the-mushroom-hunters-neil-gaiman/> Accessed December 24, 2019.

We march because we care

Albert Einstein describes how he plays the infinite game:
“The words or the language, as they are written or spoken, do not seem to play any role in my mechanism of thought. The psychical entities which seem to serve as elements in thought are certain signs and more or less clear images which can be ‘voluntarily’ reproduced and combined.
“There is, of course, a certain connection between those elements and relevant logical concepts. It is also clear that the desire to arrive finally at logically connected concepts is the emotional basis of this rather vague play with the above-mentioned elements. But taken from a psychological viewpoint, this combinatory play seems to be the essential feature in productive thought…” (Einstein, 1960; emphasis added).

You Get to Play With/In the Infinite Game

After years of study and learning how to learn, you are active in pursuit of the unknowns of the universe. You have acquired all the accumulated the information, all the theories, facts, and guesses about your particular object of study. You have mastered the methods, the instruments and the code, you need to query this object, which is now the last teacher you will ever fully need. You have entered the infinite game. You are a scientist, just like Albert.

How do you play with the infinite game as a scientist? “Playing with/in the infinite game” may seem like a metaphor for something more “serious”: “tackling a complex problem,” or “stretching the envelope of our knowledge.” This is not so. The use of “game” here is accurate, in the sense that games often: 1) build and reward skilling; 2) use rules and shared limits (time and space); 3) and, are open-ended: their outcome cannot be predicted. The “infinite” game points to the universe around us, and our place in this and notes that this particular game is fundamentally different from all the other (finite) games.

In the infinite game, rules and horizons can and will change. Boundaries are broken. Roles are just labels. The infinite game prohibits winning and losing. Players come and go. Every player will go at some point, but the game moves on. Evolution is one way nature plays its own infinite game. Species come and go. The ecosystem moves on.

Once these particulars are known, then the strategy for playing the game shifts away from tactics based on winning, toward cooperation, and to efforts to make the game more interesting, to play longer and include more players, to go deeper, to dive into the game play. The unknowns you seek to understand are linked in the same game that natural philosophers and scientists have been playing for centuries. Now it’s your turn.

As you cannot win the infinite game, a good tactic is to discover more intrinsic rewards for playing. Fortunately, the better you get at playing, the more fun you can have. This is something of a secret that your thesis advisor may not have told you: the more fun you have, the more you will play the game, and the better you will get, and the more fun you can have. Playing better, when it comes to your research, means more innovation, better insights, and improved results. Just ask Albert (ibid) — or Arthur, Paula, Thomas, Steven, or Johannes <https://www.brainpickings.org/2013/08/14/how-einstein-thought-combinatorial-creativity/>.

Kevin Kelly <https://kk.org/>, the “senior maverick” at Wired Magazine, understood how the infinite game enables technology innovation way back in 2005:

“Our humanity is actually defined by technology. All the things that we think that we really like about humanity is being driven by technology. This is the infinite game. That’s what we’re talking about. You see, technology is a way to evolve the evolution. It’s a way to explore possibilities and opportunities and create more. And it’s actually a way of playing the game, of playing all the games. That’s what technology wants. And so when I think about what technology wants, I think that it has to do with the fact that every person here — and I really believe this — every person here has an assignment. And your assignment is to spend your life discovering what your assignment is. That recursive nature is the infinite game. And if you play that well, you’ll have other people involved, so even that game extends and continues even when you’re gone. That is the infinite game. And what technology is is the medium in which we play that infinite game. And so I think that we should embrace technology because it is an essential part of our journey in finding out who we are” (Kelly, 2005 <https://www.ted.com/talks/kevin_kelly_on_how_technology_evolves> Retrieved April 12, 2019).

Substitute “science” for “technology” in the above and you will understand why you play the infinite game.

Look inside for your incentives

“In academia, a special motivation called ‘taste for science’ exists…, which is characterized by a relatively low importance of monetary incentives and a high importance of peer recognition and autonomy. People are attracted to research for which, at the margin, the autonomy to satisfy their curiosity and to gain peer recognition is more important than money. They value the possibility of following their own scientific goals more than financial rewards …. The preference for the autonomy to choose one’s own goals is important for innovative research in two ways. Firstly, it leads to a useful self-selection effect of creative researchers. Secondly, autonomy is the most important precondition for intrinsic motivation, which in turn is required for creative research…” (Osterloh and Frey, 2011).

One of the motivations that “money cannot buy” is the experience of scientific discovery. Whether this is an “aha” moment in the shower or on the bus, a visual experience from an observation, or the result of a computation on data, you get to be the person/team that — right now, this moment — knows something the rest of the world does not. And sure, this new bit of knowing will need confirmation and validation, but in this moment, your passion is rewarded and you find yourself in what social psychologists call an “optimal experience.”

This is not an accident. You have worked really hard to get here. This is why you are driven to be a scientist; “As we have seen, many of the most active participants in these creation spaces are driven by intrinsic motivations — the passion they have for the domain, the satisfaction they feel when solving difficult problems and helping others, or a desire to build their skills and experience base” (Hagel, et al, 2012).

This is an experience that can only come from being skilled, from knowing what you have learned over the years, and from risking failure commensurate to your skilling. Another word for this experience is “flow;”“Flow is found in using a full measure of commitment, innovation, and individual investment to perform real and meaningful tasks that are self-chosen, limited in scope, and rewarding in their own right” (Mitchell, in Csikszentmihalyi, 1992).

How much flow you can experience depends on your own demeanor, on the circumstances of your research employment, and how your organization is governed. Your intrinsic motivations easily can get crowded out when money enters the equation:

“Crowding-out of intrinsic motivation by stick and carrot: Carrots and sticks replace the taste for science (Merton 1973) which is indispensable for scientific progress. A scientist who does not truly love his work will never be a great scientist. Yet exactly those scientists who are intrinsically motivated are the ones whose motivation is usually crowded out the most…. [A] lot of potentially highly valuable research is crowded out along with intrinsic motivation…” (Binswanger, 2014).

It’s not simply flow that gets crowded out. Money comes with a load of conflicted interests that warp how you configure your science practice. The crowding-out impacts of adding money to (previously straight-forward) moral-choice situations have been experimentally verified (See: Bowles and Polanía-Reyes, 2012; Osterloh and Frey, 2015; Benkler, 2016).

This very common combination of zero-fun — what they call “low flow” — and delayed moral choices — “I know this is wrong, but it makes economic sense to me right now” — describes the state of science when the infinite game is interrupted by the logic of the neoliberal marketplace. It probably describes your own lab or department today (Binswanger, M., 2014).

Why should your research be held hostage by perverse incentives that hijack all the fun too? You’ve worked too hard and know too much to miss the intrinsic joy of playing with/in the infinite game. You need to get the taste for science back into your head, and in the minds of your team. This is why open-science culture change is important.

Playing to learn the infinite game of science

You must play the game to learn the game. The practice of science builds the praxis of science. [“A praxis is a practice that contains the purpose in itself, and is, therefore, the good to strive for”(Klamer, 2017)]. When playing the infinite game you will develop strategies, tactics, processes, and practices, just as you would in a finite game. However, the infinite game has its own flavor for these: they are durable, non-destructive, and encourage wider play. Seth Godin (2019 <https://www.akimbo.me/blog/s-3-e-14-waiting-for-godiva> Retrieved April 16, 2019) provides four key rules (paraphrased here), that apply well to playing the infinite game:

1. Repeatability: what you propose to do needs to be repeatable, not a one-off. Ask yourself: can I keep on doing this? Remember that the infinite game has no ending. You research methods must be repeatable to be verifiable, and also falsifiable. You are also repeating what others have done. They have passed on their knowledge. Your turn is now. Tag, you are it. Others will come after you. You need to let go of what is most important to you. Your job is to contribute. You invest in open science and others will build on your work.
2. Non-harmful to others: what you propose to accomplish cannot harm others or the planet in the process. This feature is connected to repeatability, of course, but also to a general moral code. “Do no harm.” It means non-harm to the careers of other scientists, and positive impacts on the environment humans need to thrive.
The infinite game is not a zero-sum game. Your success should not be at someone else’s expense. The academy needs to refactor over-competitive practices (in funding and promotion) into collaborative ventures. Open science in the infinite game is not extractive. The opportunities for discovery are abundant.
3. Additive: This is connected to complexity theory and the need for practices to experiment, iterate, and learn. New knowledge is produced in the process. You are evolving the evolution of the infinite game as you play this. New complexities emerge. While you are “repeating,” each repeat has new results. You experiment and iterate. That’s how science is done.
Open science in the infinite game is generative. Its goods are anti-rivalrous. Getting “scooped” is not your problem. Obscurity is your problem. Your process or practice needs to offer a learning curve. You get better at it. You train others in it. They go off and improve the process. Then they can teach you new things.
4. Non-secretive: If you need to keep your process or practice a secret for it to work, then it will fail. Playing the infinite game means inviting others to join. Secrets are for finite games. The infinite game runs on sharing. Open science in the infinite game is democratic at its core. Fierce equality means sharing with everyone. Open science is generous.

This is not all of what you need to play the infinite game. Just a taste. Ahead, you will see how an open-science based infinite game restores science’s normative drivers, marginalizes perverse incentives, embraces emergent complexity, nourishes practical wisdom in the academy, and fosters innovative serendipity.

“The men go running on after beasts.
The scientists walk more slowly, over to the brow of the hill
and down to the water’s edge and past the place where the red clay runs.
They are carrying their babies in the slings they made,
freeing their hands to pick the mushrooms.”

The Mushroom Hunters. Neil Gaiman
See: Brainpickings <https://www.brainpickings.org/2017/04/26/the-mushroom-hunters-neil-gaiman/> Accessed December 24, 2019.

References

Benkler, Yochai. “Peer Production and Cooperation.” Handbook on the Economics of the Internet 91 (2016).

Binswanger, Mathias. “Excellence by Nonsense: The Competition for Publications in Modern Science.” In Opening Science, edited by Sönke Bartling and Sascha Friesike, 49–72. Cham: Springer International Publishing, 2014. https://doi.org/10.1007/978-3-319-00026-8_3.

Bowles, Samuel, and Sandra Polania-Reyes. “Economic Incentives and Social Preferences: Substitutes or Complements?” Journal of Economic Literature 50, no. 2 (2012): 368–425.

Csikszentmihalyi, Mihaly, and Isabella Selega Csikszentmihalyi. Optimal Experience: Psychological Studies of Flow in Consciousness. Cambridge university press, 1992.

Einstein, Albert. Ideas and Opinions. Crown Trade Paperbacks New York, 1960.

Hagel, John, John Seely Brown, and Lang Davison. The Power of Pull: How Small Moves, Smartly Made, Can Set Big Things in Motion. Basic Books, 2012.

Klamer, A. Doing the Right Thing: A Value Based Economy. 2nd ed. London: Ubiquity Press, 2017. https://doi.org/10.5334/bbb.

Merton, Robert K. The Sociology of Science: Theoretical and Empirical Investigations. University of Chicago press, 1973.

Osterloh, Margit, and Bruno S. Frey. “Rankings Games.” University of Zurich, 2011. https://doi.org/10.5167/uzh-51543.

Things about science (that you may have not considered yet)

 

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Photo Credit: Tom Hilton on Flickr

Science

THIS IS a draft of an introductory essay for the Open Scientist Handbook… I would love to know if it’s going in an interesting direction.

There are books and libraries of books that talk about science: its history, sociology, philosophy, politics, and practice. As a scientist, you’ve likely gotten this far in life without reading any of these. You probably don’t need to start now. In this essay, a few remarks about science will help anchor the (still being written) Open Scientist Handbook into a particular framework for science as a project, as an endeavor, and a lifeway.

You are already a scientist, so you don’t need a general introduction to “science.” Also, you can learn everything you need about open science as a practice by checking out the Open Science MOOC.

WHEN THE HANDBOOK is done, this essay will have live-links into several other essays/sections in the book that you can explore if you wish, when it’s convenient. (NOTE: This handbook follows the “mullet” logic: all the great stuff up front, and the ragged details in the back.) Here you will find several Richard Feynman quotes. Do you want a good example of an open scientist? Be like Richard Feynman (who died before open science became a meme):

Feynman quote (still looking for the source):
“Physics is like sex: sure, it may give some practical results, but that’s not why we do it.”

Richard Feynman (from Wikimedia)

Science plays an infinite game because nature is the infinite game.

“If it turns out it’s like an onion with millions of layers and we’re just sick and tired of looking at the layers, then that’s the way it is, but whatever way it comes out, its nature is there and she’s going to come out the way she is, and therefore when we go to investigate it we shouldn’t pre-decide what it is we’re trying to do except to try to find out more about it” (Feynman et al, 2005).

Nature is not entirely knowable; for very good reasons, including its emergent, adaptive complexity, and our embedded place within it. Not yet knowing all about nature is why science still exists. Nature not ever being knowable is the scientist’s best job security.

Nature is a great part of what James P. Carse (1987) called the “infinite game.” By studying nature, scientists get to be players in/with this infinite game. Not many humans get to do this for a living, but all of us do this because we are alive. When we stop breathing, the infinite game goes on without us.

Carse has a list of distinctions between “finite” and “infinite” games. Francis Kane’s New York Times (04/12/1987) review of Carse’s book says:

“Finite games are those instrumental activities — from sports to politics to wars — in which the participants obey rules, recognize boundaries and announce winners and losers. The infinite game — there is only one — includes any authentic interaction, from touching to culture, that changes rules, plays with boundaries and exists solely for the purpose of continuing the game. A finite player seeks power; the infinite one displays self-sufficient strength. Finite games are theatrical, necessitating an audience; infinite ones are dramatic, involving participants.”

The point of playing the infinite game is to keep playing, to learn how to play better, and to add players to the mix; to sustain the game and the knowledge required to play this at its highest levels; to change the rules not to cheat, but to evolve and explore.

The infinite game goes on even when humans are distracted by the finite games they make up to give themselves victories to distinguish their efforts. The academy can choose to invest in playing the infinite game, or it can get distracted by finite games of manufactured scarcity, ersatz excellence, and accumulated advantage. This is where we are and the choice we need to consider.

Because nature is intimate with the infinite game, science cannot avoid playing this. Biological evolution, for example, is a theory that describes some of the adaptive and emergent possibilities of the infinite game. There is no end-point to evolution; no species really wins, some of them just have the chance to keep on playing. In fact, species extinction has a general positive effect¹ on the robustness of the ecosystem.

Complexity theories for the academy

Playing the infinite game is an intrinsically complex knowledge-management endeavor. Recent organizational management theories, such as the Cynefin Framework (started at IBM), warn that there are no “best practices” to deal with the “wicked problems” of adaptive complexity. This warning includes not just the marketplace, but also nature and culture. It turns out we are surrounded by emergent forces, and 20th Century management techniques are not up to the task.

While science methods have been addressing nature’s complexity for centuries, science knowledge-management and organizational governance have not kept up. It’s not hard to imagine science as an early-enlightenment project housed in late-medieval organizations. Open science looks to bring science governance into the 21st Century.

A bit on governance

This is an essay on science, not governance. Many of the sections of the Handbook offer governance guidance. Here it is only important to relate a couple major ideas.

First: your organization’s governance needs to be playing the infinite game. If your department, university, or research lab is still talking about “excellence,” or “we are ranked # X!,” or “the average salary of our graduates is Y$,” you are playing finite games. You need to stop that. You need to build infinite-game governance. Open science is here to help.

Second: organizations that play finite games against others playing the infinite game will always lose. The infinite game is a “long game.” Its players don’t care what other organizations are doing. They play to get better, not to win. Over time, they will out-innovate, out-think, and out-knowledge any peer who is chasing short-term finite wins.

Third: science is already positioned to play the infinite game; it gets funding from society (science goods are public goods); it holds a long-term privileged status within society; its “foe” (nature) is formidable and pushes science to ever greater tasks; its plan is flexible, it will reinvent itself as needed; its goal is just and grand: sharable knowledge of the universe.

To play the infinite game, however, science, and your workplace, needs one more thing: it needs you, and others like you, to step up and lead. You might want to take a look at the section (being written) Leadership in the Infinite Game to discover how you can lead your team, your lab, your school, or your agency in the infinite game.

Science has never been winnable. Nobody gets to figure everything out and finish science. Every bit of new knowledge is inextricably bound with a whole lot of other bits. It is a great example of the “long game.” Likewise, any bit of learning, every insightful thought or sentence delivered in your lecture, is fully dependent on a history filled with a whole lot of other learning moments: all of which turn out to be equally fallible.

Science wallows in doubt, devours unknowns, and shits little turds of incomplete knowledge

“When Socrates taught his students, he didn’t try to stuff them full of knowledge. Instead, he sought to fill them with aporia: with a sense of doubt, perplexity, and awe in the face of the complexity and contradictions of the world. If we are unable to embrace our fallibility, we lose out on that kind of doubt” (Schultz, 2011).

Science looks squarely into the unknown. A scientist is never as interested in the work she has already published as she is in the next unknown she is tackling in her research. Science’s knowledge-mignardises (or petit fours: sounds better than turds) can and have accumulated into important and useful — but still incomplete — facts and theories about our world and ourselves. And only science can do this.

Science is a “world-building” exercise; it strives to explain every-thing it contacts. There is no alternative world out there.² There are strands of complementary knowledges or untested theoretics that could use some investigation; there are “pseudo-sciences” like Astrology; but there is no alt-science world, not even in Reddit (we checked in March of 2019). The placebo effect shows we have a lot to learn about the healing process, but does not invalidate what we know.

The main adversary to science is bad science; open science looks to remove the (perverse) incentives behind most of today’s shaky research methods and results:

“[I]n science… it is precisely when people work with no goal other than that of attracting a better job, or getting tenure or higher rank, that one finds specious and trivial research, not contributions to knowledge. When there is a marked competition for jobs and money, when such supposedly secondary goals become primary, more and more scientists will be pulled into the race to hurry ‘original’ work into print, no matter how extraneous to the wider goals of the community” (Hyde, 2009).

Science rests on the possibility that everything it knows today is wrong. As Feynman noted: “Once you start doubting, just like you’re supposed to doubt, you ask me if the science is true. You say no, we don’t know what’s true, we’re trying to find out and everything is possibly wrong” (2005). Kathryn Schultz wrote an entire book on Being Wrong; science has a central spot in this work:

“In fact, not only can any given theory be proven wrong… sooner or later, it probably will be. And when it is, the occasion will mark the success of science, not its failure. This was the pivotal insight of the Scientific Revolution: that the advancement of knowledge depends on current theories collapsing in the face of new insights and discoveries. In this model of progress, errors do not lead us away from the truth. Instead, they edge us incrementally toward it” (Schultz, 2011).

Science makes no claim to be right, but every claim to be the go-to method that can find out if something is wrong. From there, it harvests knowledge that has not (yet) been shown to be wrong; this is as close to being right/true as there is. And scientists get to have fun by being less-wrong today than yesterday. Scientists are passionate knowledge explorers.

The joy of discovery needs a home in the center of science

“Another value of science is the fun called intellectual enjoyment which some people get from reading and learning and thinking about it, and which others get from working in it. This is a very real and important point and one which is not considered enough by those who tell us it is our social responsibility to reflect on the impact of science on society” (Feynman et al, 2005).

Science is hard. It is the hardest ongoing task in all of humanity: after child rearing. One might expect society to honor, celebrate, and reward scientists for their labor. In the (not yet complete) Section on Joy and Passion you can discover more about how much fun you might be having right now as an open scientist.

For now, just consider that time spent playing with/in the infinite game can be intrinsically rewarding. In fact, it is potentially the most fun anyone can have. There is no video game, extreme sport, puzzle, quiz, theatre experience, or physical thrill that can compete with those moments you expand the edge of the planet’s knowledge envelope.

It is a privilege to be paid to spend your time in this pursuit. The privilege may not come with the type of salary/lifestyle society offers other occupations, but it does come with the freedom and the time to explore your own interests in nature/culture and the universe. This may be the best reason to keep the academy away from the logic of the marketplace, where freedom and time belong to others, where finite games fill your days and take you away from the very serious task of playing with nature.

Looking for the next patent, weapon design, or mass-consumable gadget or drug might make you rich, but it’s not science.

Using science resources and funding for science to accomplish these things, and their like, fits extremely well into the neoliberal logic of the marketplace. The incentives and rewards are nicely lined up. These finite games have obvious winners, and lots of losers too. Here is where the Matthew effecttranslates into cash rewards. Nearly all the current incentives for/in the academy have perverse consequences, including patents (See: Against Patents in the Academy[to be finished]). Marketplace counter-norms have already won, so it seems. Your “Research Excellence Framework” score matters a lot more than the actual new knowledge you and your colleagues have assembled.

This is why open science looks to build internal economies with its own logic, norms, principles, and rewards. There are lots of ways to be rich without much money; one key here is to manage your own expectations. Having “few needs, easily met” lets you locate a range of opportunities you might have overlooked. Here you might want to remember that open science is not just about publication access, it is about refactoring the academy to eliminate the sources for bad science, to accelerate the sharing of science objects across the planet, and to reboot the cultural DNA of academic organizations.

People will ask you, “how do you incentivize scientists to do the right thing […when the wrong thing pays off so well]?” You might respond by saying something like:

“How about giving scientists the means to do exceptional work, to have this work shared across the planet, to gather instant feedback from peers around the world, to live simply with plenty of time to do research without racing for funding, to have security of income and access to research tools.”

Time to do what you are passionate about is a great luxury, and has been for centuries. Setting your own goals, choosing yourself as the person who can contribute and accomplish great work, mentoring others to secure the future of science: these are incentives you can own.

Being a scientist is…

“Feynman always said that he did physics not for the glory or for awards and prizes but for the fun of it, for the sheer pleasure of finding out how the world works, what makes it tick” (Feynman et al, 2005).

At this point you might be thinking that the science described in this framework is not what you wake up and do every day. Your life may be dominated by demands from your organization for high productivity scores, funded research proposals, and publications in high impact journals; editors nudging you for your peer reviews; assistant vice chancellors pestering you with patent forms to fill out; constant rejections (curse you, reviewer three!) and revisions in your own output; courses to teach, lectures to prepare, and grades to give; and, right… home life. All this talk about joy and fun may seem oblique to your actual life.

Have hope. The high-pressure, low-fun career for scientists is not what science needs, and not how it was (and perhaps will not be again soon) designed to operate. Some decades ago, science was still considered a pursuit done best outside of the marketplace:

“[Vannevar] Bush convened a panel of leading academics to formulate a vision for postwar science policy. In July 1945, the panel produced a 192-page document dramatically titled Science: The Endless Frontier. Heralding basic science as the ‘seed corn’ for all future technological advancement, the report laid out a blueprint for an unprecedented union between government and academia — a national policy aimed at fostering open-ended blue-sky research on a massive scale. Though he was a conservative, Bush laid a groundwork for what Linda Marsa aptly termed a ‘New Deal for science,’ seeking to preserve a realm where university research was performed free of market dictates.

’It is chiefly in these [academic] institutions that scientists may work in an atmosphere which is relatively free from adverse pressure of convention, prejudice, or commercial necessity,’ wrote Bush in Endless Frontier, ‘Industry is generally inhibited by preconceived goals, by its own clearly defined standards, and by the constant pressure of commercial necessity.’ Of course there are exceptions, he acknowledged, ‘but even in such cases it is rarely possible to match the universities in respect to the freedom which is so important to scientific discovery’” (Washburn, 2008).

This freedom is what you’ve lost; what open science is determined to regain. You can find a lot of discussions around “academic freedom.” Being a scientist carries a great responsibility to maintain a specific variety of this. Again, here’s Feynman:

“It is our responsibility as scientists, knowing…the great progress that is the fruit of freedom of thought, to proclaim the value of this freedom, to teach how doubt is not to be feared but welcomed and discussed, and to demand this freedom as our duty to all coming generations” (Feynman et al, 2005).

This “freedom of thought” extends to ideas shared freely within the academic community as gifts from scientists to the entire community. Hyde notes that this “gift” logic runs counter to the logic of the marketplace:

“A gift community puts certain constraints on its members, yes, but these constraints assure the freedom of the gift. ‘Academic freedom,’ as the term is used in the debate over commercial science, refers to the freedom of ideas, not to the freedom of individuals. Or perhaps we should say that it refers to the freedom of individuals to have their ideas treated as gifts contributed to the group mind and therefore the freedom to participate in that mind” (Hyde, 2009).

Being a scientist means giving what you learn, the best you have, to your peers in a sharing community, with the expectation that they will do the same. It is beneficial to remember that when your mother or grandfather was doing science, the academy’s position as external to the marketplace was valorized and celebrated. Being a scientist means you can demand the freedom, the time, and the resources to investigate your part of the infinite game: the object of your own study and your singular passion and potential joy.

“There can be occasions when we suddenly and involuntarily find ourselves loving the natural world with a startling intensity, in a burst of emotion which we may not fully understand, and the only word that seems to me to be appropriate for this feeling is joy” (McCarthy, 2015; see also: https://www.brainpickings.org/2018/06/07/michael-mccarthy-the-moth-snowstorm-nature-joy/).

Doing science is…

Science is the most difficult, most ambitious, most challenging pursuit that the human species has ever attempted. Every unknown is integrally linked to the entire infinite game that is the universe in which we swim. So your unknown — that bit of the game you have chosen to interrogate — is just as important as the next bit. Tackling your unknown is difficult by default (if it wasn’t this would already be a “known”). What is really painful is not being in constant, constructive contact with the five, or twelve, or a hundred other scientists somewhere on the planet who are, at this moment, running the exact same thoughts through their minds as you hold in yours.

Open science means you no longer need to consider these colleagues as your “competition.” A goal of open science is to connect you with these, your disciplinary siblings, and help you work faster, work better, and have more fun discovering more by working together than you can on your own. These are the people who can help you the most, and who need your expertise the most. Together you can make science stand up and dance in the infinite game.

Doing science means getting to play the infinite game for real. Doing science means unleashing your passion for knowledge exploration and diving into your research. Doing science means sparking the same passion for learning in your students. The role of open science in your life and for your research and teaching — and through the places where you work and collaborate — is to release you from manufactured scarcity, ersatz excellence, and the quest for accumulated advantage; from all of the finite games that others use to manage your life for their goals.

References

Carse, James P. Finite and Infinite Games. Ballantine Books, 1987.

Feist, Gregory J. The Psychology of Science and the Origins of the Scientific Mind. New Haven: Yale University Press, 2006.

Feynman, R.P., J. Robbins, H. Sturman, and A. Löhnberg,. The Pleasure of Finding Things Out. Nieuw Amsterdam, 2005.

Hyde, Lewis. The Gift: Creativity and the Artist in the Modern World. Vintage, 2009.

McCarthy, Michael. The Moth Snowstorm: Nature and Joy. New York Review of Books, 2015.

Schultz, K. Being wrong: Adventures in the margin of error. Granta Books, 2011.

Taleb, N.N. Antifragile: Things That Gain from Disorder (Vol. 3). Random House Incorporated, 2012.

Washburn, Jennifer. University, Inc.: The Corporate Corruption of Higher Education. Basic Books, 2008.


[1] The infinite game is anti-fragile. This is another reason for its unknowability and another clue that it’s a long-game. Shane Parrish in the Farnam Street Blog <https://fs.blog/2014/04/antifragile-a-definition/> describes Nasim Taleb’s ( 2012) concept of “antifragility” this way:

“Antifragility is beyond resilience or robustness. The resilient resists shocks and stays the same; the antifragile gets better. This property is behind everything that has changed with time: evolution, culture, ideas, revolutions, political systems, technological innovation, cultural and economic success, corporate survival, good recipes (say, chicken soup or steak tartare with a drop of cognac), the rise of cities, cultures, legal systems, equatorial forests, bacterial resistance … even our own existence as a species on this planet. And antifragility determines the boundary between what is living and organic (or complex), say, the human body, and what is inert, say, a physical object like the stapler on your desk.”

[2] Science is bounded to concepts/theories that can be “falsified”:

“Ever since the 1930s, when Karl Popper first argued for falsification as the main criterion for demarcating science from nonscience, the topic of “pseudoscience” has played an important role in the philosophy of science. Just because someone claims to be doing science or to be a scientist does not mean they are. Popper argued that if the theory did not put forth predictions that were “brittle” and potentially “falsifiable,” then they were not science. Theories that can be twisted post hoc to explain any kind of experimental outcome are not science” (Feist, 2006).

Open Science helps you become Elite, but not Exclusive.

 

Chris_Dorward_free Dive

Exclusivity stops you from diving deep.

An elite group is a group of individuals where some special level of skilling makes these particular individuals eligible to join. An exclusive group is a group that has created a scarcity and manages entry. The group reserves the rights to join. Private clubs can be really exclusive while not being regarded as elite (at least by others). I had this group of friends in second grade who would run together around the playground during recess. We were very careful not to let others join. We were practicing being exclusive. The power to say no to someone was new and satisfying. It was also mean and arbitrary. We thought we were elite. We were just stuck-up. By the fourth grade I was on the outside being told no to. Lesson learned.

Free divers as a cohort can support an elite group among them without needing to consider restricting entry, without becoming exclusive. You want to be an elite free diver? Work at it. Dive deeper. Then dive even deeper. You can achieve elite status on your own.

The Academy is already pretty elite.  Only about one percent of humans over the age of twenty-one have a PhD. Only a very small minority of people (with or without PhDs) decide to spend vast amounts of their time exploring unknowns in the universe. This means that the academy has no need to also be exclusive. Like claims for “excellence” (Moore et al, 2017), claims for exclusivity are counter-productive. They announce that science can only be accomplished by a selected few. Selected by whom? Editors at Elsevier? Still, within the cohort of scientists, some are known as really good scientists. These elite scientists are self-selecting. They select how much work they plan to put into doing good science. You want to be an elite scientist? Get really good at doing science.

Open science is an escalator to becoming elite.

Open science will help you to do what you need to do to become and elite scientist: build your knowledge, your craft, and your reach. Share your research work flow so others can offer advice and kudos. Share because sharing accelerates the feedback that drives new ideas in your own work. Share because others will take your data to places you never considered. Open science is the smart way to become elite. Be elite not through some erzatz “journal impact factor” but by sharing your work openly, and by being generous with your colleagues, particularly those few who are struggling with the same object of study you have chosen.

You and a handful of other scientists have somehow been drawn to the same problem, the same phenomenon. Together you can dive deeper into this problem than you can ever go alone. The only impact factor you need is the one that comes in your inbox from a colleague thanking you for solving one of their research pain points.

See Seth Godin’s Akimbo Podcast <https://www.akimbo.me/> Episode 14 on Genius for more on elite vs. exclusive.

Moore, S., Neylon, C., Eve, M.P., O’Donnell, D.P. and Pattinson, D., 2017. “Excellence R Us”: university research and the fetishisation of excellence. Palgrave Communications3, p.16105.

Photo credit: Chris Dorward on Flickr. CC by 2.0

Ethnic Cultural Theme Parks in China and Japan

Toward an Anthropology of Intentional Tradition

Abstract

The production of “constructed culture” as a feature of the urban landscape accelerates the consumption of such artifacts in everyday life, and prepares residents to consume similar artifacts in tourist destinations. The dream of living in a theme park is realized through intentional tradition as a model for urban planning.
Intentional traditions are not limited to theme parks and cities (such as Las Vegas) that are rebuilt as theme parks, but can be seen as the future of traditional (or post-traditional) culture.

The act of producing intentional tradition represents a mode of “detraditionalization” in Giddens’ perspective: “A detraditionalizing social order is one in which the population becomes more active and reflexive, although the meaning of ‘reflexive’ should be properly understood. Where the past has lost its hold, or becomes one ‘reason’ among others for doing what one does, pre-existing habits are only a limited guide to action; while the future, open to numerous ‘scenarios’, becomes of compelling interest (Giddens, 1994, 92-93).” Theme parks compete with each other and with other types of destination for scarce tourist cash flows. The ability of cultural theme parks to innovate traditions—to attempt to manage their future—is crucial to their competitive position. So too, the workers in these theme parks use intentional traditions to innovate their own ethnic markers and construct cultural practices that offer them a future in the tourism industry: the world’s largest industry. And these ethnic markers and cultural practices are highly competitive as valued tokens in the economy and society of ethnic minority locales around China. In Japan, foreign-themed parks reinforce the islanders’ sense of belonging to the wider world. These offer local experiences of far-away traditions, experiences that are added to their visitors’ reflexive construction of their sense of self and national identity.

Resurrected from 2010 blog… which was rescued from a Google Knol

Originally published in Japanese:

2004. “Ethnic Cultural Theme Parks in China and Japan:Toward an Anthropology of Intentional Tradition.” In Tourism as a Complex Phenomenon. Nobukiyo Eguchi, ed. Kyoto: Koyoshobo. 

The author wishes to thank Professor Eguchi for his support and insights. Prof. Tamar Gordon at RPI secured the funding for the research/video project to China and Japan, and directed the documentary video outcome: Global Villages

Photo Credits: Erich Schienke

Introduction

This essay will explore four sites: the Chinese theme parks at the Overseas China Town in Shenzhen and the Ethnic Village (minzucun) park in Kunming; and the Japanese theme parks of Huis Ten Bosch near Nagasaki, and Parque España in Mie.

The author visited these locales in 2002 while producing and filming a documentary video, Global Villages: The Globalization of Ethnic Display. 61:36 minute DVD. Bruce Caron and Tamar Gordon, Producers. 2004. Rensselaer Polytechnic Institute and The New Media Studio: Troy, New York and Santa Barbara, California. The author would like to thank Professor Nobukiyo Eguchi for his guidance and assistance over the years.

Each of these parks could have an entire article devoted to an ethnographic description, so this article will not pretend to fully explore the parks as ethnographic sites. The ethnography of the parks here supports notions of value in the study of tourism as a global cultural practice. The author will propose a set of problems from the literature on the anthropology of tourism, and look to these sites as resources to explore these problems. For example, legitimacy, as this is sought by the producers and accepted by the consumers is one of the problem for ethnic cultural theme parks. Unlike amusement parks, where the experience is designed to be imaginative, ethnic cultural theme parks are representational—they claim to show the authentic cultural practices of the people who perform these, or they claim to have recreated locations that actually exist somewhere else (e.g., Huis ten Bosch). As Stanley notes: “… once the notion of ethnographic representation becomes central, there is a stress on authenticity in all aspects of enactment (Stanley 1998, 171).” Legitimacy includes issues of cultural authority and ethnic identity. The problem remains, how do the theme parks establish their cultural content as “authentic”?

The second problem is that of regionality within the parks. Here the term “regionality” does not refer to geographical region, but rather to what Erving Goffman (1974) described as the basic “frames” for activity in any social setting. The “front” region represented the area of public display and attention to public norms for behavior. The “back” region represented more private or intimate behaviors that would be shielded from viewing from the “front” region (1959, 106). Bathing, dressing, sleeping, sexuality, and certain modes of relaxation would be performed in an area outside of the attention of strangers or the need to attend to normalized behaviors. While the front region can include both social behaviors and a dramatic staging (1974, 124) of social behaviors, where there is no actual “stage,” the assumption is that front region behavior is linked to the individual’s socialized self, rather than some simulation of this.

The spatial regionality of Goffman’s does not map easily into the psychological distinctions of “honne” and “tatemae” in Japanese. However, one would suspect that back regions are areas where tatemae is not required.

One important difference between ethnic cultural theme parks and entertainment theme parks (for example, Disneyland) could once be found in the former’s attempt to represent an authentic back region for the villages they assembled, and the latter’s construction of a consumer space with only front regions. This seems to be changing, with ethnic cultural theme parks abandoning the attempt at a display of “real life” (in all its regions) in favor of staged cultural display.

The third problem is how theme park cultural production relates to cultural production back in ethnic locales. Also, how does globalized cultural production and consumption affect the experience of ethnic cultural theme parks? What does this mean for the role of ethnic cultural theme parks in the management of national cultural and local ethnic diversity?  What separates the culture generated by theme parks from either the cultural production in the ethnic homelands or cultural production and consumption in urban zones? Does this new cultural production mark a shift in how nations and ethnic groups negotiate cultural heritage management?

The parks are managed by a partnership of government and corporate interests, but are well attuned to the political role they might play. “In political terms, the Folk Culture Villages theme park embodies the essence of CCP [Chinese Communist Party] policy towards democracy, religious freedom and support for ethnic cultures, designed to demonstrate to its own population and the world the tolerance of Chinese socialism. The Tibetan lamasery and the Uighur mosque are religious buildings only in terms of their original purpose and are now displayed as a political symbol as well as for the touristic gaze. The theme park ‘showcases’ the integration of the minorities into the one happy Chinese cultural family and the unity of the Chinese peoples (Sofield and Lee, 1998).”

Sites under study in China and Japan

Today, more than 300 million persons visit one or more of China’s 3000 theme parks every year (source: US Department of Commerce). Themed destinations have become an economic force and a cultural phenomenon in China. Over the past decades, Japan has also witnessed growth in investment in its themed destination sites, with new ventures in nearly every prefecture. While most of these destinations are amusement parks built around thrill rides (See also: Brouws and Caron, 2001), other parks offer cultural experiences instead of physical thrills.

The Overseas China Town (OCT) development in Shenzhen, Guangdong offers, in one locale, a schematic model for intentional culture production and consumption.  Within a walking distance there are four theme parks—Splendid China, China Folklore Villages, Window on the World, and Happy Valley—that span the spectrum of content from static miniature replica to expansive, dynamic thrill rides (picture Tobu World Square, Tokyo Disneyland, Osaka Universal Studios, and the Akan National Park Ainu Village built side-by-side).  The common thread among three of the parks is the presence of ethnically coded (Chinese/global ethnic minority) entertainers.

Huis ten Bosch has a larger “frame” as an actual cityscape, with a housing development, a full sewage treatment plant, and other urban design infrastructure. The downturn of the Japanese economy in the 1990s reduced the market value of the real estate venture significantly. It is important to consider Huis ten Bosch as a vision of an urban utopia and not simply a themed space.

The fourth park offers 1/15th scale replicas of notable places in China (including Tibet). In Kunming, the provincial government has constructed an expansive theme park of the 25 ethnic minority groups of Yunnan. These are only a few of the ethnic cultural theme parks now open in China.

In Japan, where the number of officially recognized minority ethnic groups and the number of ethnic minority individuals are significantly fewer than those found in China, recent theme park developments have explored extra-national locales, such as Holland and Spain. The Dutch city destination resort of Huis ten Bosch in Kyushu is remarkable for its investment in full-scale verisimilitude.

Intentional tradition is a term that is derived by analogy with “intentional community” which describes communities, such as “communes” that are consciously constructed, and intentional cultures, which are discursively negotiated (See also: http://www.ic.org/). Intentional tradition also marks the production of tradition in what Anthony Giddens calls the “post-traditional” age (1992, 74). Elsewhere he notes: “…as a direct result of globalization, we can speak today of the emergence of a post-traditional social order.  A post-traditional order is not one in which tradition disappears—far from it.  It is one in which tradition changes its status. Traditions have to explain themselves, to become open to interrogation or discourse.” (1994, 5). Giddens describes (ibid., 29) modernity as a time of increasing “institutional reflexivity.” Whereas in former, “traditional,” eras, everyday life was assembled without consideration for the action of assembling this, in modernity, even “tradition” will be consciously constructed.

Actual-sized buildings built with actual, imported materials, offers the Japanese tourist a high degree of simulated Europeanness. The Spanish destination park of Parque España in Mie, not far from Ise Jingu, was originally designed as a European destination similar to Huis ten Bosch.  Large market spaces (agora) from major Spanish cities form the main park, with various entertainments woven around these. In part the original design was never completed, and more recent additions have abandoned the “Spanish” theme for amusement zones and rides (Caron, 1999). Still, the park continues to portray itself as a Spanish cultural destination.

 

Intentional Traditions

The cultural productions managed in themed destinations offer anthropologists new objects of cultural study. In particular these sites are excellent examples of what I will term “intentional tradition.” Intentional tradition marks the attempt (usually by state organizations or by corporations) to produce authentic, traditional practices and locales as consciously constructed artifacts. This process contrasts with heritage management efforts to isolate and preserve historical, traditional practices and their locales.

created because they produce new sources for what Bourdieu (1984) called “cultural capital.” Historical sites, preserved as such, are certainly important sources of cultural capital, but the amount of this they provide is fixed, determined by their historical significance. Nations and locales mine this fixed asset by developing the historical site as a unique tourist destination (See MacCannell, 44-45).

Themed destinations break with the historical logic by creating their own uniqueness outside of any history, from an invented cultural production. Disney parks are prime examples. Now cloned from the California “original” (or rather the “non-original”) to Florida, Paris, Tokyo, and soon, Hong Kong; these parks have “visioneered” an acutely ahistorical cultural artifact. This artifact is bound neither by history nor location. As an example, the Shenzhen Splendid China theme park was copied in Florida, not far from Disneyworld.

The Florida park opening was marked by demonstrations about the issue of Tibet, and it never acquired a sufficient customer numbers. The park languished financially for ten years before declaring bankruptcy and closing in December of 2003.

In part, these new locales are

What was perhaps unexpected is how ethnic cultural theme parks have managed to copy the Disney example and invent new cultural capital through the same sort of cultural alchemy.

Consuming “Constructed Culture”

The production of intentional tradition at ethnic cultural theme parks creates practices that may not, in the past, have been accepted by audiences as “traditional” practices. But today, their audiences quite readily accept these traditional artifacts, even though they represent at best a sort of “constructed culture.” In fact, this constructed cultural output is actually preferred by what Mike Featherstone (and others) have called “post-tourists;” “Here we have typical sites for what have been referred to as ‘post-tourists’, people who adopt a postmodern de-centred orientation towards tourist experiences. Post-tourists have no time for authenticity and revel in the constructed simulational nature of contemporary tourism, which they know is only a game” (Featherstone 1991, 102).

The intentional traditions of ethnic cultural theme parks are—to their producers and consumers alike—traditional enough to offer an authentic experience. The seriousness of the intentions (signaled mainly by budget and attention to high production value) is now sufficient to legitimate the authenticity of the resulting practice. This means that their content is not legitimated by historical use, but rather, by the intentions of the producer. The claim made here is that anthropologists can no longer look at the content of ethnic theme parks as either a copy of some carefully borrowed traditional practice or as merely fantasy entertainment with no legitimate claim to traditional authority. Today, these parks are building cultural traditions the way Disney builds fantasies.

Intentional tradition mines the front region cultural practices of tourist destinations world-wide to construct cultural practices that the “post-tourist” in China, Japan, and elsewhere, apparently desires and pays to consume. But do these practices inform the ethnic identities of the performers or the consumers? Is there a corresponding “intentional ethnicity?” It may be worthwhile remembering that tourism has been the largest industry in the world for some years now. State tourism organizations in nations across the globe are investing in new destinations. Ethnic groups that achieve state recognition in this arena find that their relationship to the state and their internal group dynamics may be profoundly affected (Wood 1984, 1997). Once the groups have been selected by the state to participate in ventures such as ethnic cultural theme parks, the process of intentional tradition determines which of the markers (MacCannell, 74) are selected as ethnic icons. For example, in the Wa village at Chinese Folklore Villages and the Ethnic Villages in Kunming, the bleached skulls of buffalo are prominently displayed. Dances, songs, costumes—the whole repertoire of the ethnic theme park village becomes a set of ethnic markers. These markers are not simply externally applied to the performers, but are created through a dialogic process between the cultural performers and the managers, and also between the performers and their audience. Picard (1995, 1996) has noted this effect in Bali. Oakes (1997) noted that tourism in China—in response to the official recognition that the state provides to the fifty-five ethnic minorities, and the state’s ability to open up regions for international tourism—is a primary engine for ethnic groups to acquire and manage local identities.

Professional ethnic cultural performers returning from their contracted labor in theme parks in Beijing, Shenzhen, or Kunming, bring back more than the financial savings they have earned. Having danced in the theme park village shows running every hour or so, their performances achieve a level of professionalism far beyond that available back in the ethnic locale, where a dance might occur once a year, or even once in a lifetime (for a wedding ceremonial). Their dances from the parks are sometimes recreated to attract tourists to their home villages (Kirshenblatt-Gimblet 1998, 61). And having represented local ethnic identity in front of thousands, they achieve a status as a performer of traditional culture—however, their “tradition” is now informed by the intentional tradition practices from the theme park.

Intentional traditions treat cultural production as a form of expression removed from history as their primary source of legitimation. Instead, the resulting “tradition” is presented in terms of its aesthetic quality and how it measures up with other practices, local or global. Theme parks are free to—and expected to—borrow from and innovate off of other theme parks around the world. And when the park’s theme is “traditional culture” the resulting practices often blend elements from a variety of sources, with little regard for the constraints of the historical communities that might also claim authority over the tradition.

One example of intentional tradition is the  “ethnic” dances in the Chinese Folklore Villages in Shenzhen. Each dance was choreographed by the park staff to contrast with the other village dances so that the tourist would not see dances with similar styles in neighboring village performances. Elsewhere, at the “Maori” village in Window of the World, Wa and Uighur dancers learned their performances from Maori dancers from the Polynesian Cultural Center in Hawaii, who visited Shenzhen in order to train the dancers. But there are no Maoris in the Maori village. By 2002, in Huis ten Bosch, Romanian musicians and singers had replaced Dutch entertainers as a cost-cutting measure. Most of the costumed paraders in the daily grand parade in Parque España are local Japanese employees.

Huis ten Bosch declared bankruptcy in 2004, and defaulted on its nearly US $3 billion loan to the Industrial Bank of Japan. The park remains open and attracts millions of visitors a year.

Importantly, however, intentional traditions do not claim to provide a critique of the traditions they remake, nor do they add any type of performance “frame” to these. They do not parody or satirize the historical tradition. They simply acquire this and re-present it as something they are authorized to innovate upon. While it might be easier to innovate a tradition when representing someone else’s culture (as the Wa do in the “African” village in Window on the World), there seem to be few barriers to innovating on regional ethnic cultural traditions at these parks.

Competition with other parks is only one reason why cultural theme parks innovate instead of borrowing from traditional authority. The ethnic performers are also competing with one another in their villages and with other villages in the park to gain audience approval. And, in China, the parks are viewed as national cultural centers that need to add something of value as national cultural landscape. In Shenzhen, the Chinese Folklore Villages, Window on the World, and Happy Valley theme parks each produce lavish evening performances, which combine large professional casts, theatrical lighting, and orchestral music.

In the summer of 2002 the Window on the World evening show tracked world history from the Stone Age to the modern era. Over at Happy Valley, an “Aztec Carnival” was performed on the edge of an enormous swimming pool (with the audience in the pool), while at the Chinese Folklore Villages a parade of Chinese historical periods and theatrical forms assembled into a grand finale of song and fireworks. Earlier in the evening, inside a theater, Han actors put on costume extravaganza, based partly on ethnic styles and partly on globalized dinner theater (e.g. learning from Las Vegas) models. These evening events increase the paid attendance at the parks and cater to a market for short-time tourists who are bussed in after their supper banquets elsewhere. The cultural workers from the ethnic villages are expected to also work these evening shows, and some become headline performers. This is a step toward long-term employment with the company.

The constructed aspects of cultural production in the parks means that the performers become skilled in several styles of entertainment. “… the initial design and the development of the company, this entire place, especially the nationality villages, is a result of the opening and reforming policy in China,” noted one of the managers at the Chinese Folklore Villages in Shenzhen. Formerly a dancer in one of the ethnic troupes, he had risen in the company to become a choreographer and manager.

He also explained how the various entertainments fit together into a synthetic experience: “I classify our nationality culture [productions] into three levels, because as managers in the Folklore Villages we have to imagine the point of view of the audiences. The first level consists of primitive aspects such as dance, singing, and costumes, and also includes interactive activities. The second level involves professional modifications to some aspects of these cultural productions. The third requires research in order to further [develop] creative modifications through big shows and commercial packaging to build a perfect items of Chinese culture.” These three levels are difficult to keep separate in practice, as the same employees may perform at all three levels. Career advancement is keyed to developing one’s talent for third-level performances.

This explanation of cultural production at the Chinese Folklore Villages fits entirely into the mode of intentional tradition. Notice what is missing; there is no call for the preservation of a borrowed traditional practice, no careful reproduction of an authorized performance, no link back to any actual practice from the original homeland. Instead, the resulting performance gains its effect through the improvements made using “professional modifications” to the underlying “primitive” level.

At the end of each performance in the parks, the audience is invited to join into a dance, or simply to touch the performers and pose for photographs. The performance has achieved the threshold of its audience’s sense of authentic experience, and then invites the audience to physically share this experience with the performers. This sharing resembles that moment of cultural contact that ethnologists experience when they arrive in the field. Visitors are encouraged to encounter other ethnic cultural groups as individuals, to touch them and acquire a feeling of cultural understanding.

At Huis ten Bosch, the sense of contact is created by simply arriving at the park. Checking into the Hotel Europa (or one of the other hotels) is physically like stepping into Europe (except that the staff speaks Japanese). The rooms are European in scale, far larger than most Japanese hotel rooms. Then a stroll out into the streets, over bricks imported from Holland, reinforces the feeling of being outside of Japan.

One of the few Dutch employees of Huis ten Bosch was genuinely impressed by the quality of the simulation that the manufactured cityscape offered to its visitors. “All this place lacks are drugs and hookers” he remarked with a combination of humor and respect. This comment actually touches on the main problematic for Huis ten Bosch: how to create a Dutch destination experience without experiencing Dutchpeople. There are no crowds of imported Hollanders adding human color to the shops and the streets, and only a few random European-looking people to garnish the architectural ambiance. The Australian water-ski team is notably blonde and young and adds a splash of excitement to the brick-lined canals. In 2002, the summer nights were enlivened by imported Cuban band. A small group of Dutch college students pursue their Japanese studies at an exchange program, but are not conspicuous to other visitors (and, one would suspect might be disappointed to have arrived to study in Japan only to be located in this consciously non-Japanese locale). The human interaction with the park’s staff is no different than what one might find in other Japanese internal tourist destinations, such as the hot springs at Noboribetsu. Here it is the architecture alone that serves to displace the visitor, and by doing this, offer them an experience of being somewhere else.

ASIDE: The author went night fishing on the canals of Huis Ten Bosch with members of the Australian waterski team: MIDNIGHT BASS FISHING

The visitor from Japan is surrounded by city marked by a blend of a familiar social manners and exotic settings. The visitor from outside Japan, particularly one from Europe, would face the opposite markers, as if wandering through a familiar city that has been somehow occupied by an army of strangers.  The Japanese visitor (the park’s main customer) is freed to experience the location without the social hesitation (and even trepidation) that the same tourist might feel on the streets of a European city—in Europe, that is—a mood that has been consciously constructed by the management as the basis for the destination’s appeal.

The intended appeal of the site is rather straightforward: the Tokyoite can visit “Europe” for the weekend or longer after a short domestic flight with no jet lag and no other cultural preparations. The promise of “Europe” can, in this case, be legitimated by the faithfulness of the simulation. The destination is designed to saturate the visitor’s time for a weekend holiday visit. Many visitors, we were told, rarely leave the expansive hotels, where outside the windows is a cityscape constructed brick-by-brick on a European plan.

Regionality           

Earlier versions of ethnic cultural display at world’s fairs and museums involved the recreation of village life as this was (presumably) lived. This would include the display of back-region activities. Facilities for cooking, sleeping, daily chores, and everyday activities were on display. As the guidebook for the Java Village at the 1893 Columbian Exposition in Chicago describes: “This village gives an exact reproduction of a village as found in the Preanger Regencies, the western part of the Island. There are one hundred and twenty-five natives, among which thirty-four are women; they show the life and industries of the common people in Java. These temporary, “living” exhibits were complemented in tableaus of the everyday life of tribal groups in natural history museums.

This practice has only recently been changed in major museums from the 1970s to the present. New exhibitions focus on the articles of practice, and avoid the staged tableaus of “real life.” This new form of display was pioneered by the National Museum of Ethnology in Osaka, Japan [http://www.minpaku.ac.jp/] and was seen most recently by the newly opened (2004) National Museum of the American Indian in Washington D.C. [http://www.nmai.si.edu/].

The goal of the living exhibits was to represent what Malinowski once called the “context of situation” of the daily lives of the people represented in the display. The people on display were instructed to act “normally” as though they were back in their home villages. They were encouraged to cook and eat, sleep and converse, play with their children, etc., as they would have back in their village. They would also make craft objects to sell to visitors. Nudity, as this was a feature of their everyday life, was transported as a feature of the “authentic” display.

At the 1939 New York World’s Fair, performers acting the roles of classical European painters would paint live nudes (always women) lounging on sofas in full view of the audience, establishing the frame of “art” as another frame that allowed nudity.

The hallmark of ethnic cultural display at world’s fair exhibits was the display of back-region behaviors—peeks into the real lives of other people. Historical parks, heritage sites, and then cultural theme parks, such as the Polynesian Culture Center in Hawaii, relied on their displays of back region activities to legitimate the notion that the “village” represented an authentic place, moved, but unchanged from its “roots”. Over the past two decades, this situation has changed considerably. Two reasons may explain this change. Firstly, back regions are very difficult to stage, and vulnerable to doubts an suspicions by the audience. Secondly, amusement theme parks (e.g. Disneyland) that do not stage back regions have been very successful and cultural theme parks have attempted to copy this success.

Dean MacCannell argued that the “back-region” of tourist destinations is also “staged,” and therefore not a real “back-region” in Goffman’s (1959, 128) terms.MacCannell asserted that, “a mere experience may be mystified, but a touristic experience is always mystified. The lie contained in the touristic experience, moreover, presents itself as a truthful revelation…. The idea here is that a false back is more insidious and dangerous than a false front… (1976, 102)”. MacCannell’s claim is that the display of a back region is structurally problematic for the site. It cannot easily be accepted (by the audience) as a real back region. And once the audience feels the back region is a lie, then the front region displays become vulnerable and the entire operation loses its legitimacy.

The same holds for the new “reality television” programs. These programs are vulnerable to suspicions that their “unscripted” dramas have been prearranged.

Conversely, Disney-style theme parks attempt to present a seamless front region display. Any preparation for a performance is done outside of the view of the consumer. Walls and plantings keep the outside neighborhood from being visible within the park. The daily grand parade simply appears from somewhere, runs its course and then disappears. Even the trash barrels are emptied through an underground system. The performers are “on stage” any time they are in the park. There are no “back-stage” tours allowed of Disney parks.

Disney-fied tradition

The parks under study in China and Japan represent new venues built in the past twenty years. These parks have abandoned an attempt to portray the back region, and focus on performances in a staged front region. The result is an experience of ethnic cultural display that is constructed more like a “land” in Disneyland, and less like a “village” from somewhere. In the Happy Valley theme park in Shenzhen, a Western-land townscape offers shows of gunplay and heroics by a cast of costumed cowboys (played by Russian actors from an international theatrical company, using a pre-recorded English voiceover) while across the park in an enchanted valley scene with a waterfall, ethnic minority actors dance and sing. At the end of each performance (cowboy or minority) the audience is encouraged to touch the actors and smile at the camera.

In the Wa village in Kunming, the female dancers backstage prepared for their dance by rolling up their blue jeans beneath their ethnic skirts so that their calves were bare. The skirts were “real,” but so were the jeans, and both were emblems of other places; the skirts of the village somewhere in Southwestern Yunnan and the jeans of the emerging cosmopolitan cultural influence in Kunming. The stage setting was made to recall the village not the global metropole, and so the jeans were hidden away (but not removed).The dances were from festivals and from romanticized courtship, and the audience was invited to join in on a circle dance at the end of the performance.

Intentional culture succeeds by avoiding displays of the everyday life of the “villagers”. This is a lesson that Disney learned early on, and that other theme parks have copied. At Parque España, the daily parade bursts from behind a set of gates, tours the grounds and returns to their hidden back stage. By creating and displaying only performances that can be accepted on their aesthetic merits, intentional cultural producers avoid the trap of attempting to create an authentic back region.

The back region is left back in the home village, and, of course, out in the dormitories where the cast members live. At Huis ten Bosch, the Australian water skiing team, housed in nearby dormitories for months, decided as a group to break the rules that the Japanese dormitory managers had set down for dormitory life; they set their own rules for visitations between the sexes, alcohol in the rooms, smoking, and music. They recreated the “back region” they would have experienced in Australia.

Over at Huis ten Bosch, the visitors get to stay overnight in the park, although the park concessions are mostly closed by 8 pm. The hotels then become the main source of evening entertainment. The visible confidence and ease that the park visitors display in their consumption of the front region Dutch cityscape and its commodities (there are many shopping and dining opportunities) reminds the observer that this place is also a fully managed theme park, and not an actual city. Just like Disneyland, Huis Ten Bosch sequesters away many aspects of mundane city life (not just Amsterdam’s famous vices). Poverty, crime, garbage, factories, illness, and death are not a part of this urban showcase. The visitors are not just travelers who have arrived to complete some work (unless they came to get married, and there are more than 700 weddings a year), they are here simply to be here, and to escape from their actual city back home.

 

Intentional Tradition as the future of cultural production

Huis ten Bosch was built as a model for future Japanese cities, with new technologies for sustainable development and a plan for 150,000 citizens (the park wall would be torn down, and the city would become an actual town). The juxtaposition of city center and theme park would compel the citizens to enjoy their urban lifestyle in a manner not possible in the overly crowded streets of Tokyo or Osaka. The intentions of the government (central and provincial) and the company were realized at a grand scale and enormous cost. However, the actual combination of city and theme park in Kyushu is not Huis ten Bosch, but rather the Jerde Group’s “Canal City” development in Hakata. This project rebuilds the city as a themed environment offering “non-daily events in a metropolitan environment” in the “largest privately developed project in Japan’s history” (source:http://www.jerde.com/go/place/canalcity).

The production of “constructed culture” as a feature of the urban landscape accelerates the consumption of such artifacts in everyday life, and prepares residents to consume similar artifacts in tourist destinations. The dream of living in a theme park is realized through intentional tradition as a model for urban planning.

Intentional traditions are not limited to theme parks and cities (such as Las Vegas) that are rebuilt as theme parks, but can be seen as the future of traditional (or post-traditional) culture. The act of producing intentional tradition represents a mode of “detraditionalization” in Giddens’ perspective: “A detraditionalizing social order is one in which the population becomes more active and reflexive, although the meaning of ‘reflexive’ should be properly understood. Where the past has lost its hold, or becomes one ‘reason’ among others for doing what one does, pre-existing habits are only a limited guide to action; while the future, open to numerous ‘scenarios’, becomes of compelling interest (Giddens, 1994, 92-93).” Theme parks compete with each other and with other types of destination for scarce tourist cash flows. The ability of cultural theme parks to innovate traditions—to attempt to manage their future—is crucial to their competitive position. So too, the workers in these theme parks use intentional traditions to innovate their own ethnic markers and construct cultural practices that offer them a future in the tourism industry: the world’s largest industry. And these ethnic markers and cultural practices are highly competitive as valued tokens in the economy and society of ethnic minority locales around China. In Japan, foreign-themed parks reinforce the islanders’ sense of belonging to the wider world. These offer local experiences of far-away traditions, experiences that are added to their visitors’ reflexive construction of their sense of self and national identity.

Bibliography

Best, Steven and Douglas Kellner. 1991. Postmodern Theory: Critical Interrogations. New York: The Guilford Press.

Bourdieu, Pierre. 1984. Distinction: A Social Critique of the Judgement of Taste. R. Nice, trans. London: Routledge & Kegan Paul.

Brouws, Jeffrey and Bruce Caron. 2001. Inside the Live Reptile Tent: The Twilight World of the Carnival Midway. San Francisco: Chronical Books.

Caron, Bruce. 1993. “Magic Kingdoms: Towards a postmodern ethnography of sacred spaces.” Kyoto Journal No. 25. Pp. 125-130.

Caron, Bruce. 1999. “Shima Spain village: Japan brings Europe Back Home” Kyoto Journal No. 41. Online version available:http://www.kyotojournal.org/kjselections/spainmura.html

Featherstone, Mike. 1991. Consumer Culture and Postmodernism. London: Sage.

Giddens, Anthony. 1992. The Transformation of Intimacy: Sexuality, Love and Eroticism in Modern Societies. Stanford: Stanford University Press.

Giddens, Anthony. 1994. Beyond Left and Right: The Future of Radical Politics. Stanford: Stanford University Press.

Goffman, Erving. 1959. The Presentation of Self in Everyday Life. New York: Doubleday.

Goffman, Erving, 1974.Frame Analysis. Boston: Northeastern U. Press.

Java Chicago Exhibition Syndicate. 1893. Java Village Midway Plaisance: Columbian Exposition. Chicago. [from the US Library of Congress Printed Ephemera Collection; Portfolio 18, Folder 37.].

Kirshenblatt-Gimblett, Barbara, 1998. Destination Culture: Tourism, Museums, and Heritage. Berkeley: University of California Press.

MacCannell, Dean. 1976. The Tourist: A New Theory of the Leisure Class. New York: Schocken Books.

Meyrowitz, Joshua. 1985. No Sense of Place. Oxford: Oxford University Press.

Oakes, Timothy S. 1997. “Ethnic tourism in rural Guizhou: sense of place and the commerce of authenticity”. in Michel Picard and Robert E. Wood (eds). Tourism, Ethnicity and the State in Asian and Pacific Societies. Honolulu: University of Hawaii Press. pp. 35–70.

Picard, Michel. 1995. “Cultural heritage and tourist capital in Bali”. In J. B. Allcock, E. M. Bruner and M. F. Lanfant (eds). International Tourism: Identity and Change. London: Sage Studies in International Sociology. pp. 44–66.

Picard, Michel. 1996. Bali: Cultural Tourism and Touristic Culture. Singapore: Archipelago Press.

Picard, Michel and Robert E. Wood, Eds. 1997 Tourism, Ethnicity and the State in Asian and Pacific Societies, Honolulu: University of Hawaii Press.

Sofield, Trevor H.B. and Fung Mei Sarah Li. 1998. “China: Tourism Development and Cultural Policies.” Annals of Tourism Research, volume 25, no. 2. pp.362-392.

Stanley, Nick. 1998. Being Ourselves for You: The Global Display of Culture. Enfield: Middlesex University Press.

Wood, Robert. E. 1984. “Ethnic tourism, the state, and cultural change in Southeast Asia.” Annals of Tourism Research. Vol. 11. pp. 353–74.

Wood, Robert. E. 1997. “Tourism and the state: ethnic options and constructions of otherness”, in Michel Picard and Robert E. Wood (eds). Tourism, Ethnicity and the State in Asian and Pacific Societies. Honolulu: University of Hawaii Press. pp. 1–34.



Bootstrapping the Double-Loop Governed Organization

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Ready to blaze the trail for your organization? Photo by PixelPlacebo on Flickr. CC licensed.

So, you want to start a new virtual organization. Perhaps you have been awarded some funds to do so.

Here are Seven Key Suggestions

First Suggestion: Read Jono Bacon’s The Art of Community. Bacon has more good advice than you will find in a hundred blogs. Governance is not the same thing as management. “Don’t fall into the trap of assuming that governance is merely about decision-making. There is no reason why you can’t constrict it in this way, but you will be missing out on a wealth of opportunities to excite and energize your community.” (Bacon, 219). What Bacon will also tell you, and it’s very important, is that you need to build your community and its governance first thing. This is not a “phase 2” activity in any plan.

Second Suggestion: Connect with the community on the issue of membership. Who gets it, what levels there are, who gets to vote, who gets to lead, and how to manage conflicts: getting some early conversations done with the community, and particularly those who will be asked to volunteer, will help to draft that part of the initial governing documents. Remember that you are setting up the initial conditions for your member-led organization. Double-loop governance means that your members will be able to rethink membership rules and roles.

Third Suggestion: No matter how much you want to implement a plan with your team, and no matter how you have researched effective governance, you will only be creating a temporary framework for your membership to use as a first go-around for a governance system. Because you are giving your members the ability to make changes in the documents you have drafted , you have to understand this: they will make changes, probably right away before even an initial vote is taken. And then remember: this is a good thing. So, put the texts up on a wiki and let them have a go at it. The sooner they come to own the text, the sooner they will start to celebrate its vision.

Fourth Suggestion: Put some budget into play if you have this, but not to pay volunteers for their time (Here is some advice about money and volunteers: https://cybersocialstructure.org/2011/08/10/staffandvolunteers/). Help support communication, pay for students to do some background research for a draft business plan (the “how” of your organization), bring in some key community members for a workshop, but open this up through video conferencing, and support some others who express and interest to also be present. 

Fifth Suggestion: Always work toward a rough consensus, and never erase “minority reports.” Let conflicts rise to the surface and deal with them quickly. Leave their content open for others to see. Show your members that their time, their skills, and their opinions are honored, even if they are overruled. Jono Bacon has great advice for conflict resolution. 

Sixth Suggestion: Ignite some preliminary teamwork by having the initial community vote on two or three small, “low hanging fruit” efforts and then support ad hoc teams (clusters) to address these. By this you begin to show an initial innovation ROI the virtual organization will build upon.

Seventh Suggestion: Hold face-to-face meetings, but keep them from being PPT centric. Plan for small-group discussions and multiple breakouts, and hold the meetings in convivial neighborhoods, not airport hotels. Gather as many members as are there and read over the founding governance documents paragraph by paragraph (but only once, and then set up a process to edit the text online until the document goes up for a final vote), and let the group speak their concerns. Open up the entire budget for the membership to give their suggestions. If possible, let the membership vote on the budget after suggestions have been taken and changes made (a real vote).

These suggestions are just a starting point for boot-strapping a double-loop governed virtual organization. Once the hard work of building in double-loop governance into the culture of the organization is over, the rewarding work of seeing how this accelerates volunteer engagement can begin, and the creative work of husbanding this engagement into your organization’s business and strategic goals can be fully supported through the culture and the values, and the celebrated vision you own as a community.

Walking the walk is only hard when you haven’t tried it

For many organizations, the rush to market and the lure of some short-term exit strategy might make all this focus on congruence and culture and values and vision seem superfluous. And if your goal is to start-up and sell your business in the next 24 months, you would be wise to stick to a single-loop management plan (with a hefty stock option, because you will not have much love or glory). But if you are tasked to build a virtual organization that can stand on its community-based resources, you should seriously consider building in double-loop governance from day one.  What you are offering your membership (or your employees, or your customers) is a congruent experience: whatever your brand (or your vision) will become, it will emerge directly from your culture. When you put double-loop governance at the heart of your organization, you might want to stand back. Because ideas will definitely be having sex here.

 

References

Using Patterns to Design the Scholarly Commons

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Force11 is looking to build an alternative academy based on a scholarly commons that supports the entire research to publication effort.

I just published a blog on the AGU blogspace.  Take a look here, or keep reading to get the gist.

Several groups (e.g., Force11 and theEuropean Commission) are calling for an integrative scholarly commons, where open-science objects—from ideas to published results—can be grown, shared, curated, and mined for new knowledge.

Building a commons is more complex than simply opening up objects to the public. The activity of commoning is what separates a commons from other examples of publicly shared resources. Research into the various commons found across the globe reveals that every successful commons is also an intentional cultural activity. And so, when open-science organizations talk about building a commons, they also need to consider growing a community of commoners.

How do we attain an intentional and reflexive cultural purview of commoning for science? One promising idea is to borrow from the open-access software community’s reliance on design patterns. Software design patterns reveal solution spaces and offer a shared vocabulary for software design.

A lexicon of design patterns could play the same role for the scholarly commons (See also: Patterns of Commoning). Since every commons requires a different set of practices suited to its peculiar circumstances, various commons within the academy will need to grow their own ways of commoning. The pattern lexicon would be expanded and improved as these scholarly commons emerge and grow.

Developing a pattern lexicon for the scholarly commons is an important and timely step in the move to an open-science future. Design patterns for a scholarly commons can reveal some promising solution spaces for this challenge, helping the academy make a transition from archaic print- and market-based models to commons models based on open network platforms.

Acknowledgements: Thanks to David Bollier for his contributions to this post.

Don’t like Open Science…?

…How about Ryanair’s Laws of Motion?

Science Laws to have new official names

For immediate distribution:

The International Council of Learned Societies has finalized new naming rules for scientific laws, based on negotiations with funders. These new names will be in effect for a twenty year period, starting January 1, 2020, after which a new competition will be made.

All schools, textbooks, lectures, articles, books, blogs, facebook mentions, and tweets are instructed to adhere to these new names. All digital files in any repository will be updated automatically.

names

OF COURSE… this has not happened… yet.

As Yochai Benkler warns us, science needs to step away from the enveloping need to compete in the market. “The Tyranny of the Margin – the need to compete in the market, to increase economic margins. A context where you have to compete and survive and deliver returns on investment. This postpones the ethical commitment. Entreprenuers with an ethical commitment vs investors raising money.” From: Notes on Benkler’s talk at OuiShare Festival.

2008… a dog, a cat, and a rat

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greg and his dog/cat/rat on state street

One stroll down State Street in Santa Barbara in 2008… (retrieved from a prior blog).

While one can normally count on State Street to be a bastion of conformity and bourgeois manners, not withstanding the antics of tourists and occasional juvenile hijinks. But today was a day of small revelations. On a day like this one, we can again imagine a town ready for art and conversation.

Outside of Barnes and Noble there was Greg, whose busking talent lay (literally) at his feet: a dog, a cat, and a rat in blissful harmony. Greg is energetic, enthusiastic, and likes to talk about which YouTube video does his pets the most justice.
About the time I ran into Greg, it began to rain. Here is the problem. It began to rain, a serious squall, but the sun shone brightly and not a single cloud darkened the sky. Pedestrians stood and stared at the sky. A young girl threw her arms up and cried “It cannot be raining, it just can’t!” Five minutes later the rain stopped.
Each of us on the street had a new answer to the old Creedence song, “Have you ever seen the rain?” (coming down on a sunny day).
That’s a big “yes.”
Further up the street, now in the bright sun, couples and families were sitting out at Andersons bakery. A street performer, probably homeless, carrying a guitar, went from table to table passing out five-dollar bills. The first one he gave to a young girl, who showed it to her father. “It’s real.” He handed it back to her. The second on he laid on a table of another family. The third he gave to a couple, who tried to give it back.
“Take it,” he ordered. “That’s the last of my money. The final 15 dollars in my pocket. Now it’s up to my guitar to save me.”
He strode away toward the Art Museum, challenging pedestrians to listen to a new song of his. We all watched him go. This was the first day of the rest of his career as a busker.
The spectacle of street-people giving money away on a rainy-sunny day made the stroll up State Street just about perfect.   What with the dog-cat-rat, all it needs now is a lightblueline.

What kind of ignorant fool am I now?

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[NOTE: This is resurrected from a blog post I did in 2010. Ignorance never goes out of fashion.]

Another week, and a week of reading through another flurry of aggravated blogs and blog comments on topics environmental, political, and other. One of the common strategies in these postings is to accuse someone of ignorance. “That ignorant so-and-so can’t seem to understand ________.” Calling someone ignorant is an increasingly easy, and unfortunately increasingly non-trivial attack these days. Me, I can’t understand how anyone would consider Donald Trump to be in any fashion a candidate for president. To some of my friends, that displays my own ignorance. I plead guilty. But what kind of ignorance am I guilty of?

Professional-Ignorance

Just as knowledge can and might well be considered to have a wide variety of types, so too does ignorance. The top of this list, up in the rarified climes of professional expertise, is the increasing ignorance of scientists in the face of an increasing deluge of scientific information (publications) and data resources. Even those in tiny specialties have seen the content load of new science double every few years. Some decades ago when I was a graduate student at Penn, I shared a house with three medical students. After their required specialty rotations each of them decided that pathology might be the only real occupation for their future. “We actually know so little about the human body,” they lamented, “It might be safer to study them after they’re dead.” Let me call this type of ignorance “professional-ignorance.” While scientists do their best to keep up and keep pace with the information load, they are all a little guilty of this. In their defense, they are the folks who face the actual precipice of the unknown–the edge of knowledge; and they are tasked to expand this knowledge envelope for us all. Their work defines the boundary between ignorance and knowability. However, “professional ignorance” is not the ignorance I’m usually reading about in the blogosphere,  even though science-bashing is back in vogue.

Educated-Ignorance

The next type of ignorance we find is what I would call “educated-ignorance.” There are far too few hours in a day or even a year to stay on top of all of the many possible topics of interest to any one individual. If even the experts have a hard time in their own fields, what sort of chance does anybody else have? Educated-ignorance is pretty much my life. I’ve spent several years learning how to learn various subjects, but I’m more or less (sometimes, I hope much less) ignorant about any of these, as I swim the mighty currents of an omnipresent information overload. Educated-ignorance is reflexive enough to understand its shortcomings. It is the knowledge virus of the information age. Fortunately, its victims are also savvy enough in just-in-time learning to turn a temporary lack of understanding into a more robust purview on any one selected topic. The educated-ignorant individual is appropriately suspicious of the entire notion of certainty. For even as she can, with some effort, cure her ignorance of, say, the impact of volcanic dust on jet engines, or the mysteries of credit default swaps, she knows that, in the weeks ahead, her lack of attention to these topics will increase her ignorance of them.  Calling someone who understands educated-ignorance “ignorant” has no real effect. They are prone to agree with you.

Infallible-Ignorance

The remaining realm of ignorance is where its invective is based. It is used mostly by people who have selected a few cherished sources of information (perhaps a radio talk-show host or a famous blog). The insult is directed at everyone who have either chosen other sources of information or who have disagreements with the writer’s sources. The writer is usually certain that the messages his sources have revealed are so evident and so rational that anyone who listened to them would have to agree with them, and so would agree with him. This certainty is the launchpad for any number of claims of ignorance in others. It also reveals a more focused form of ignorance in the writer. As Eric Hoffer noted, “We can be absolutely certain only about things we do not understand.” Let’s call this “infallible-ignorance.” The infallibly ignorant has gathered all of her knowledge eggs into a tiny basket, and defends this with an unbridled ferocity. Here we find the bellowing of the demagogue, and the bluster of the true believer. The infallibly ignorant may have an under-developed skill in researching beyond the sources they trust, and can never understand the depth of their own ignorance.  They can change, of course. Most of us were like this at some point in high-school or college; clinging to the right to bullshit our way through life. Most people do move on, but the infallibly ignorant just dig in.

While there is certainly enough ignorance in the world for each of us to have our share, we can try our best to avoid the folly of infallible-ignorance, and to discover and overcome the limits of our knowledge at least for another day.