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The Social Machines Paradigm 
David De Roure
Overview 
1. Shifts in scholarship 
2. Social Machines 
3. Knowledge Infrastructure
The Big Picture 
More people 
More machines 
Big Data 
Big Compute 
Conventional 
Computation 
“Big Social” 
Social Networks 
e-infrastructure 
Online R&D 
(Science 
2.0) 
Social 
Machines 
@dder
Edwards, P. N., et al. (2013) Knowledge Infrastructures: Intellectual Frameworks and 
Research Challenges. Ann Arbor: Deep Blue. http://hdl.handle.net/2027.42/97552
Christine Borgman
theODI.org
F i r s t
http://www.parliament.uk/business/committees/committees-a-z/commons-select/science-and-technology-committee/news/report-responsible-use-of-data/
New Social Processes 
http://www.theguardian.com/uk/series/reading-the-riots
www.zooniverse.org
Talk 
Forum 
Scientists 
Image 
Classification 
Citizen Scientists 
data reduction
http://www.climateprediction.net/ http://onlinelibrary.wiley.com/doi/10.1002/qj.2455/abstract
Digital Music 
Collections 
Student-sourced 
ground truth 
Community 
Software 
Supercomputer 
Linked Data 
Repositories 
23,000 hours of 
recorded music 
Music Information 
Retrieval Community 
SALAMI
Notifications and automatic re-runs 
Autonomic 
Curation 
Self-repair 
New research? 
Machines are users too
“In it” not “On it” 
In it not on it
1. Shifts in scholarship 
2. Social Machines 
3. Knowledge Infrastructure
Social Machines Principles of 
Empowerment 
Real life is and must be full of all kinds of social 
constraint – the very processes from which society 
arises. Computers can help if we use them to 
create abstract social machines on the Web: 
processes in which the people do the creative work 
and the machine does the administration... The 
stage is set for an evolutionary growth of new 
social engines. The ability to create new forms of 
social process would be given to the world at large, 
and development would be rapid. 
1 
2 
Berners-Lee, Weaving the Web, 1999 (pp. 172–175)
SOCIAM: The Theory and Practice of Social Machines is funded by the UK Engineering and Physical Sciences Research Council 
(EPSRC) under grant number EPJ017728/1 and comprises the Universities of Southampton, Oxford and Edinburgh. See sociam.org
SOCIAM - Social Machines - will research into pioneering methods 
of supporting purposeful human interaction on the World Wide Web, 
of the kind exemplified by phenomena such as Wikipedia and Galaxy 
Zoo. These collaborations are empowering, as communities identify 
and solve their own problems, harnessing their commitment, local 
knowledge and embedded skills, without having to rely on remote 
experts or governments. 
http://sociam.org/
“Yet Wikipedia and its stated ambition to “compile the sum of all 
human knowledge” are in trouble. The volunteer workforce that 
built the project’s flagship, the English-language Wikipedia—and 
must defend it against vandalism, hoaxes, and manipulation— 
has shrunk by more than a third since 2007 and is still shrinking… 
The main source of those problems is not mysterious. The loose 
collective running the site today, estimated to be 90 percent 
male, operates a crushing bureaucracy with an often abrasive 
atmosphere that deters newcomers who might increase 
participation in Wikipedia and broaden its coverage…” 
http://www.technologyreview.com/featuredstory/520446/the-decline-of-wikipedia/
Pip Willcox
PRAISE: Performance and pRactice Agents Inspiring Social Education 
Mark d’Inverno 
http://goldsmiths.musiccircleproject.com/
http://socialmachines.media.mit.edu/ 
Digital networks have radically increased the speed and scope with which individuals 
can effect social change, transforming the relationship between people and 
institutions. But the impact to date of this transformation has been more disruptive 
and ad hoc, as opposed to constructive and systematic. Existing tools and practices 
for harnessing the potential of digital networks have failed to sustain a public sphere 
where institutions and individuals can come together to understand, learn and act 
constructively on societal problems. By building “social machines” that bring system 
solutions to such critical global challenges as gender equality and literacy learning, 
the Laboratory for Social Machines seeks to contribute to the creation of the next 
generation of the public sphere.
http://sociam.org/socm2015/
Trajectories... distinguished by purpose 
Trajectories through Social Machines https://sites.google.com/site/bwebobs13/
Kuhn cycle 
Normal Science – computer science is a puzzle-solving 
activity under our current paradigm, inspired 
by great achievements (in the left quadrants). 
Successful social machines, like Wikipedia, are the 
anomaly. They do not yield to standard techniques 
despite attempts to extend those techniques and fit 
social machines in as machines. cf Newtonian 
mechanics. 
We are in the period of crisis, where the failure of established 
methods permits us to experiment with new methods to crack the 
anomaly. We experiment with social machines as an underpinning 
model. 
If successful, social machines become the new paradigm and 
scientific revolution has occurred. This is evidenced by the papers 
and books that train the next generation.
1. Shifts in scholarship 
2. Social Machines 
3. Knowledge Infrastructure
Web as lens 
Web as artefact 
Web 
Observatories 
http://www.w3.org/community/webobservatory/
A computationally-enabled 
sense-making 
network of expertise, 
data, software, 
models and narratives 
Iain Buchan
Towards interoperable observatories 
Technical and social interface 
http://www.w3.org/community/webobservatory/
The Web 
Observatory 
Tiropanis, T., Hall, W., Shadbolt, N., De Roure, D., Contractor, N., and Hendler, J. 
The web science observatory. IEEE Intelligent Systems 28, 2 (2013), 100–104.
The R Dimensions 
Research Objects facilitate research that is 
reproducible, repeatable, replicable, reusable, 
referenceable, retrievable, reviewable, replayable, 
re-interpretable, reprocessable, recomposable, 
reconstructable, repurposable, reliable, 
respectful, reputable, revealable, recoverable, 
restorable, reparable, refreshable?” 
@dder 14 April 2014 
sci method 
access 
understand 
new use 
social 
curation 
Research 
Object 
Principles
Scholarly 
Machines 
David De Roure, JCDL 2013 Ecosystem
Richard O’Bierne
STORYTELLING AS A STETHOSCOPE 
FOR SOCIAL MACHINES 
1. Sociality through storytelling potential 
and realization 
Zooniverse is a highly 
storified Social Machine 
2. Sustainability through reactivity and 
interactivity 
Facebook doesn’t allow 
for improvisation 
3. Emergence through collaborative 
authorship and mixed authority 
Wikipedia assigns 
authority rights rigidly 
Ségolène Tarte, David De Roure and Pip Willcox, (2014). Working out the plot: the role of stories in social machines 
http://ora.ox.ac.uk/objects/ora:8033
social machines 
social machines 
social machines 
Not just machines —try calling them socials
1. Shifts in scholarship beyond the fourth paradigm 
– Crowd + Machines, and our automated future 
2. Social Machines 
– Humans are empowered, creative, subversive, curious 
Ludere humanum est* 
– A lens, a pattern, … and a new paradigm? 
– You are designers of social machines 
3. Knowledge Infrastructure 
– Sensemaking network of Scholarly Social Machines 
– Observatories, Social Objects, r* research 
– Don’t forget it is fundamentally social 
* Pip Willcox
rstl.royalsocietypublishing.org
The FORCE2015 Research Communication and 
e-Scholarship Conference brings together researchers, 
scholars, librarians, archivists, information scientists, 
publishers, and research funders in a lively forum – to 
broaden awareness of current efforts across disciplines, 
but also to define the future through discussions, 
challenge projects, demonstrations, and the seeding 
of new partnerships and collaborations.
Pip Willcox
Thanks to Christine Borgman, Iain Buchan, Mark d’Inverno, 
Chris Lintott, Richard O’Bierne, Kevin Page, Rob Simpson, 
Ségolène Tarte, Pip Willcox; FORCE11, SOCIAM; Andrew 
W. Mellon Foundation, EPSRC, ESRC, AHRC. 
david.deroure@oerc.ox.ac.uk 
www.oerc.ox.ac.uk/people/dder 
@dder 
http://www.slideshare.net/davidderoure/social-machines-paradigm 
www.oerc.ox.ac.uk 
www.force11.org 
sociam.org 
EPSRC EP/J017728/1
www.oerc.ox.ac.uk 
david.deroure@oerc.ox.ac.uk 
@dder
Abstract 
Today we see the rise of Social Machines, like Twitter, Wikipedia 
and Galaxy Zoo—where communities identify and solve their 
own problems, harnessing commitment, local knowledge and 
embedded skills, without having to rely on experts or 
governments. 
The Social Machines paradigm provides a lens onto the 
interacting sociotechnical systems of our hybrid digital-physical 
world, citizen-centric and at scale—emphasising empowerment 
and sociality in a world of pervasive technology adoption and 
automation. 
This talk will present the Social Machines paradigm as an 
approach to social media analytics and a rethinking of our 
scholarly practices and knowledge infrastructure.

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Social Machines Paradigm

  • 1. The Social Machines Paradigm David De Roure
  • 2. Overview 1. Shifts in scholarship 2. Social Machines 3. Knowledge Infrastructure
  • 3. The Big Picture More people More machines Big Data Big Compute Conventional Computation “Big Social” Social Networks e-infrastructure Online R&D (Science 2.0) Social Machines @dder
  • 4. Edwards, P. N., et al. (2013) Knowledge Infrastructures: Intellectual Frameworks and Research Challenges. Ann Arbor: Deep Blue. http://hdl.handle.net/2027.42/97552
  • 7. F i r s t
  • 9. New Social Processes http://www.theguardian.com/uk/series/reading-the-riots
  • 11. Talk Forum Scientists Image Classification Citizen Scientists data reduction
  • 13. Digital Music Collections Student-sourced ground truth Community Software Supercomputer Linked Data Repositories 23,000 hours of recorded music Music Information Retrieval Community SALAMI
  • 14. Notifications and automatic re-runs Autonomic Curation Self-repair New research? Machines are users too
  • 15. “In it” not “On it” In it not on it
  • 16. 1. Shifts in scholarship 2. Social Machines 3. Knowledge Infrastructure
  • 17. Social Machines Principles of Empowerment Real life is and must be full of all kinds of social constraint – the very processes from which society arises. Computers can help if we use them to create abstract social machines on the Web: processes in which the people do the creative work and the machine does the administration... The stage is set for an evolutionary growth of new social engines. The ability to create new forms of social process would be given to the world at large, and development would be rapid. 1 2 Berners-Lee, Weaving the Web, 1999 (pp. 172–175)
  • 18. SOCIAM: The Theory and Practice of Social Machines is funded by the UK Engineering and Physical Sciences Research Council (EPSRC) under grant number EPJ017728/1 and comprises the Universities of Southampton, Oxford and Edinburgh. See sociam.org
  • 19. SOCIAM - Social Machines - will research into pioneering methods of supporting purposeful human interaction on the World Wide Web, of the kind exemplified by phenomena such as Wikipedia and Galaxy Zoo. These collaborations are empowering, as communities identify and solve their own problems, harnessing their commitment, local knowledge and embedded skills, without having to rely on remote experts or governments. http://sociam.org/
  • 20. “Yet Wikipedia and its stated ambition to “compile the sum of all human knowledge” are in trouble. The volunteer workforce that built the project’s flagship, the English-language Wikipedia—and must defend it against vandalism, hoaxes, and manipulation— has shrunk by more than a third since 2007 and is still shrinking… The main source of those problems is not mysterious. The loose collective running the site today, estimated to be 90 percent male, operates a crushing bureaucracy with an often abrasive atmosphere that deters newcomers who might increase participation in Wikipedia and broaden its coverage…” http://www.technologyreview.com/featuredstory/520446/the-decline-of-wikipedia/
  • 22.
  • 23. PRAISE: Performance and pRactice Agents Inspiring Social Education Mark d’Inverno http://goldsmiths.musiccircleproject.com/
  • 24. http://socialmachines.media.mit.edu/ Digital networks have radically increased the speed and scope with which individuals can effect social change, transforming the relationship between people and institutions. But the impact to date of this transformation has been more disruptive and ad hoc, as opposed to constructive and systematic. Existing tools and practices for harnessing the potential of digital networks have failed to sustain a public sphere where institutions and individuals can come together to understand, learn and act constructively on societal problems. By building “social machines” that bring system solutions to such critical global challenges as gender equality and literacy learning, the Laboratory for Social Machines seeks to contribute to the creation of the next generation of the public sphere.
  • 26. Trajectories... distinguished by purpose Trajectories through Social Machines https://sites.google.com/site/bwebobs13/
  • 27. Kuhn cycle Normal Science – computer science is a puzzle-solving activity under our current paradigm, inspired by great achievements (in the left quadrants). Successful social machines, like Wikipedia, are the anomaly. They do not yield to standard techniques despite attempts to extend those techniques and fit social machines in as machines. cf Newtonian mechanics. We are in the period of crisis, where the failure of established methods permits us to experiment with new methods to crack the anomaly. We experiment with social machines as an underpinning model. If successful, social machines become the new paradigm and scientific revolution has occurred. This is evidenced by the papers and books that train the next generation.
  • 28. 1. Shifts in scholarship 2. Social Machines 3. Knowledge Infrastructure
  • 29. Web as lens Web as artefact Web Observatories http://www.w3.org/community/webobservatory/
  • 30. A computationally-enabled sense-making network of expertise, data, software, models and narratives Iain Buchan
  • 31. Towards interoperable observatories Technical and social interface http://www.w3.org/community/webobservatory/
  • 32. The Web Observatory Tiropanis, T., Hall, W., Shadbolt, N., De Roure, D., Contractor, N., and Hendler, J. The web science observatory. IEEE Intelligent Systems 28, 2 (2013), 100–104.
  • 33. The R Dimensions Research Objects facilitate research that is reproducible, repeatable, replicable, reusable, referenceable, retrievable, reviewable, replayable, re-interpretable, reprocessable, recomposable, reconstructable, repurposable, reliable, respectful, reputable, revealable, recoverable, restorable, reparable, refreshable?” @dder 14 April 2014 sci method access understand new use social curation Research Object Principles
  • 34. Scholarly Machines David De Roure, JCDL 2013 Ecosystem
  • 36. STORYTELLING AS A STETHOSCOPE FOR SOCIAL MACHINES 1. Sociality through storytelling potential and realization Zooniverse is a highly storified Social Machine 2. Sustainability through reactivity and interactivity Facebook doesn’t allow for improvisation 3. Emergence through collaborative authorship and mixed authority Wikipedia assigns authority rights rigidly Ségolène Tarte, David De Roure and Pip Willcox, (2014). Working out the plot: the role of stories in social machines http://ora.ox.ac.uk/objects/ora:8033
  • 37. social machines social machines social machines Not just machines —try calling them socials
  • 38. 1. Shifts in scholarship beyond the fourth paradigm – Crowd + Machines, and our automated future 2. Social Machines – Humans are empowered, creative, subversive, curious Ludere humanum est* – A lens, a pattern, … and a new paradigm? – You are designers of social machines 3. Knowledge Infrastructure – Sensemaking network of Scholarly Social Machines – Observatories, Social Objects, r* research – Don’t forget it is fundamentally social * Pip Willcox
  • 40. The FORCE2015 Research Communication and e-Scholarship Conference brings together researchers, scholars, librarians, archivists, information scientists, publishers, and research funders in a lively forum – to broaden awareness of current efforts across disciplines, but also to define the future through discussions, challenge projects, demonstrations, and the seeding of new partnerships and collaborations.
  • 42. Thanks to Christine Borgman, Iain Buchan, Mark d’Inverno, Chris Lintott, Richard O’Bierne, Kevin Page, Rob Simpson, Ségolène Tarte, Pip Willcox; FORCE11, SOCIAM; Andrew W. Mellon Foundation, EPSRC, ESRC, AHRC. david.deroure@oerc.ox.ac.uk www.oerc.ox.ac.uk/people/dder @dder http://www.slideshare.net/davidderoure/social-machines-paradigm www.oerc.ox.ac.uk www.force11.org sociam.org EPSRC EP/J017728/1
  • 44. Abstract Today we see the rise of Social Machines, like Twitter, Wikipedia and Galaxy Zoo—where communities identify and solve their own problems, harnessing commitment, local knowledge and embedded skills, without having to rely on experts or governments. The Social Machines paradigm provides a lens onto the interacting sociotechnical systems of our hybrid digital-physical world, citizen-centric and at scale—emphasising empowerment and sociality in a world of pervasive technology adoption and automation. This talk will present the Social Machines paradigm as an approach to social media analytics and a rethinking of our scholarly practices and knowledge infrastructure.